1- AR Documentation PJM's need to collect
The EA branded document that needs to be signed and dated before the CA/Proposal is submitted
SAA and ARQ Form
Auditors should collect what type of photo to showing existing equipment working
Area photos of fixtures on and working
Equipment age is documented with this
Maintenance records or invoices
Projects submitted without
All of the required docs listed above
Partner communication email will be sent with
explanation of AR requirements
These docs are needed to support Open Products used in spec
Cut Sheets and DLC Screenshots
Area Photos of existing Hi-Bays are required to show
For showing height over 15'
These docs are needed to prove Existing inventory
Receipts/invoices
A customer statement that doesn't include any
Evidence
Reinforce the message with
Follow up call to VIP Partners
The customer needs to supply this to prove viability of existing equipment
Maintenance Records
Close up of photos on lamps shows
Wattage
Need this between the customer and PGE rep to make a case for AR
Screen shots or PDF's of emails to and from
Vague statements such as
“We’ve been working with the customer for 10 years….”
Post this on the Channel Portal
AR Checklist
The document that needs to be signed after all other POI has been collected
Customer Acceptance (CA) Proposal
The Fixture photo for strips/troffers/hibays would show us this
Number of lamps
This should be documented in an email from in person and phone meetings
Detailed and dated meeting notes, and list of attendees
A recap of all meetings and discussions in just _____ email
One individual email
Send out auto-reminder emails every
two weeks
Statement included in the email communication with the customer and auditor
Proof of influence clearly stated with why they are moving forward with the project
Another type of close up photo is required for T8/T12's
Close up of existing ballasts and proof of Ballast Factor
Copies of this can be included to support the customer not moving forward with another installer
Other companies rejected Audit reports, bids and proposals
Evidence that is dated
After the submitted CA
Project is missing AR proof then
PJM will request all missing documents and need a resubmittal