Connecticut - United Illuminating Contract Received Confirmed (CRC) Checklist – Palmetto

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 or email at jcaldwell@neoil.net to have an audit scheduled.
E	Payee Documents- Only required for customers in the following "distressed communities" Bridgeport East Haven Ansonia Derby Stratford West Haven	E-Signature	System Owner	- ACH - Business Classification Form - Vendor Setup Form - W-9
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 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. 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 East Haven Ansonia Derby Stratford West Haven	E-Signature	System Owner	- ACH - Business Classification Form - Vendor Setup Form - W-9
F	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 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 via plm.to/VSS - Click here for a full sales rep VSS guide.

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