Arizona - Arizona Public Service (APS) 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)	The Name matches the loan exactly.
C	Utility Bill --or-- Utility API Connection	Upload	N/A	- All pages required. A 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 the customer, if they answer "no HOA" on this form
E	APS Disclaimer	E-signature	Utility Bill Holder
F	Consumer Acknowledgement	E-signature	Utility Bill Holder
G	Arizona Tax Credit Acknowledgement Form	E-signature	System Owner
H	Virtual Site Survey (VSS) Submitted			- Can be completed by rep or homeowner via plm.to/VSS - Click here for a full sales rep 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. A 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 the customer, if they answer "no HOA" on this form
D	APS Disclaimer	E-signature	Utility Bill Holder
E	Consumer Acknowledgement	E-signature	Utility Bill Holder
F	Arizona Tax Credit Acknowledgement Form	E-signature	System Owner
H	Virtual Site Survey (VSS) Submitted			- Can be completed by rep or homeowner via plm.to/VSS - Click here for a full sales rep VSS guide.

Doc.	Document Name	Doc. Type	Who Signs?	Notes
A	Contract Signatures	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	Arizona Tax Credit Acknowledgement Form	E-signature	System Owner
C	APS Disclaimer	E-signature	Utility Bill Holder
D	Consumer Acknowledgement	E-signature	Utility Bill Holder
E	Utility Bill --or-- Utility API Connection	Upload	N/A	- All pages required. A recent copy (within 2 months) required. - Utility API connection acceptable, if available for the utility
F	HOA Questionnaire	E-Signature	System Owner	Palmetto not responsible for HOA recourse against the customer, if they answer "no HOA" on this form
G	Financier Validation	Validation Call	System Owner	Required at point of sale by all TPO (lease) providers.
H	Virtual Site Survey (VSS) Submitted			- Can be completed by rep or homeowner via plm.to/VSS - Click here for a full sales rep VSS guide.

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