Wisconsin - MGE - Contract Received Confirmed (CRC Checklist) – Palmetto

Doc.	Document Name	Doc. Type	Who Signs?	Notes
A	Loan Documents	E-signature	System Owner(s)	- Follow financier guidelines (client on the title, legal name used, etc.) - Must be clear of any financier stipulations, if applicable
B	HIC (Installation Agreement)	E-signature	System Owner(s)	-Name matches loan exactly
C	Utility Bill --or-- Utility API Connection	Upload	N/A	- All pages required. Recent copy (within 2 months) required - Utility API connection acceptable, if available for the utility
D	HOA Questionnaire	E-Signature	System Owner	-Palmetto not responsible for HOA recourse against client, if they answer "no" on this form
E	Interconnection	E-Signature	Utility Bill Holder	-Must be signed by person on UB
F	Incentive Packet	E-Signature	System Owner
G	Homeowner's Insurance (HOI)	Upload	N/A	-Upload full copy of HOI Name on HOI must match utility holder exactly Insured Address, Policy #, and Current dates of coverage If HOI expires in less than 1 month, new copy is required to move forward Personal Liability Coverage (or “Family Liability Protection”) of at least $300,000.
H	Virtual Site Survey (VSS) Submitted			- Can be completed by rep or homeowner - Completed in full with clear photos - Click here for a full sales VSS guide

Doc.	Document Name	Doc. Type	Who Signs?	Notes
A	HIC (Installation Agreement)	E-signature	System Owner(s)
B	Utility Bill --or-- Utility API Connection	Upload	N/A	- All pages required. Recent copy (within 2 months) required - Utility API connection acceptable, if available for the utility
C	HOA Questionnaire	E-Signature	System Owner	Palmetto not responsible for HOA recourse against client, if they answer "no" on this form.
D	Interconnection	E-Signature	Utility Bill Holder	Must be signed by person on UB
E	Incentive Packet	E-Signature	System Owner
F	Homeowner's Insurance (HOI)	Upload	N/A	Upload full copy of HOI Name on HOI must match utility holder exactly Insured Address, Policy #, and Current dates of coverage If HOI expires in less than 1 month, new copy is required to move forward Personal Liability Coverage (or “Family Liability Protection”) of at least $300,000
G	Virtual Site Survey (VSS) Submitted			- Can be completed by rep or homeowner - Completed in full with clear photos - Click here for a full sales VSS guide

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