For inquiries on unique documentation situations, or to send additional documents, please contact us via email: documentation@palmetto.com
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 | Energy Efficiency Audit Scheduled Date |
|
Please have the homeowner contact New England Total Energy by phone at (203) 869- 5869 to have an audit scheduled. |
|
E |
Payee Documents- Only required for customers in the following "distressed communities"
Bridgeport |
E-Signature |
System Owner |
- ACH |
F | Interconnection | E-Signature (If Applicable) | Utility Bill Holder |
-Must be signed by person on UB. -Once signed by client, doc may remain in SENT status until signed by Palmetto closer to installation. |
G |
Virtual Site Survey (VSS) Submitted |
- Can be completed by rep or homeowner |
||
H |
Voided Check | Upload | N/A |
- United Illuminating requires all customers within the below cities to provide a voided check that matches their ACH information in the interconnection package. Cities: Bridgeport, East Haven, Ansonia, Derby, Stratford, West Haven. |
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 3 months) required. - Utility API connection acceptable, if available for the utility |
C | Energy Efficiency Audit Scheduled Date |
|
Please have the homeowner contact New England Total Energy by phone at (203) 869- 5869 or email at jcaldwell@neoil.net to have an audit scheduled. |
|
D | Interconnection | E-Signature (If Applicable) | Utility Bill Holder |
-Must be signed by person on UB. -Once signed by client, doc may remain in SENT status until signed by Palmetto closer to installation. |
E |
Payee Documents- Only required for customers in the following "distressed communities"
Bridgeport |
E-Signature |
System Owner |
- ACH |
F | Virtual Site Survey (VSS) Submitted |
- Can be completed by rep or homeowner |
Doc. | Document Name | Doc. Type | Who Signs? | Notes |
A | Contract Signatures | E-signature | System Owner(s) |
Follow financier guidelines (client on title, legal name used, etc) |
B |
Utility Bill --or-- Utility API Connection |
Upload | N/A |
- All pages required. Recent copy (within 3 months) required. - Utility API connection acceptable, if available for the utility |
C | Interconnection | E-Signature (If Applicable) | Utility Bill Holder |
-Must be signed by person on UB. -Once signed by client, doc may remain in SENT status until signed by Palmetto closer to installation. |
D | Financier Validation Call | Validation Call | System Owner |
Required at point of sale by all TPO (lease) providers. |
E | Virtual Site Survey (VSS) Submitted |
- Can be completed by rep or homeowner |
||
F |
Voided Check | Upload | N/A |
- United Illuminating requires all customers within the below cities to provide a voided check that matches their ACH information in the interconnection package. Cities: Bridgeport, East Haven, Ansonia, Derby, Stratford, West Haven. |
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