Utah - Lehi City Power 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	Upload	N/A	Complete Copy of Energy Bill
D	HOA Questionnaire	E-Signature	System Owner	Palmetto not responsible for HOA recourse against client, if they answer "no" on this form.
E	Virtual Site Survey (VSS) Submitted			- Can be completed by rep or homeowner via plm.to/VSS - Photo of utility meter with the meter # legible must be included - Click here for a full sales rep VSS guide.
F	Utah Income Tax Credit Guide	View Only	n/a	Guide drafted by Palmetto outlining the customer steps required to claim the Utah Income Tax Credit
G	Lehi City Interconnection & Permit Packet Interconnection License Agreement Net Metering Standards & Application Permit Application	E-Signature	Homeowner	Must be signed by a homeowner who is also the Utility Account Holder. If the homeowner, is not on the Utility Account, they must contact Lehi City Power to get added. Packet includes multiple utility and permit documents.

Doc.	Document Name	Doc. Type	Who Signs?	Notes
A	HIC (Installation Agreement)	E-signature	System Owner(s)	Name matches loan exactly.
B	Utility Bill	Upload	N/A	Complete Copy of Energy Bill
C	HOA Questionnaire	E-Signature	System Owner	Palmetto not responsible for HOA recourse against client, if they answer "no" on this form.
D	Virtual Site Survey (VSS) Submitted			- Can be completed by rep or homeowner via plm.to/VSS - Photo of utility meter with the meter # legible must be included - Click here for a full sales rep VSS guide.
E	Utah Income Tax Credit Guide	View Only	n/a	Guide drafted by Palmetto outlining the customer steps required to claim the Utah Income Tax Credit
F	Lehi City Interconnection & Permit Packet Interconnection License Agreement Net Metering Standards & Application Permit Application	E-Signature	Homeowner	Must be signed by a homeowner who is also the Utility Account Holder. If the homeowner, is not on the Utility Account, they must contact Lehi City Power to get added. Packet includes multiple utility and permit documents.

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