Deal Types
What new check is required for Prepaid deals?
If the deal is the partner GRID or not.
What do we need to look out for in MA?
R2& R4 rate schedule
Whats the second step you take when pulling a proposal from queue?
Updating the "status reason" on the proposal to your initials and date
ARe NEMs required to be signed in VT?
YES!
What 3 resources are required to be open on EVERY review?
CS review process, Handbook, Market quirks
Do we need to verify sizing for J & K deals
No, These are CASH and sizing does not matter
What additional review tool is used every time in IL?
None! As of June 25th we no longer need to check the Disclosure Form
What is our Q3 SLA?
1 hour cap
Can we take the name in the mailing address for SDG&E?
YES
What is the first step you take when you pull a proposal from queue?
Add it to the task sheet?
How many types of different agreements are there?
4: PPA, Prepaid, Cash, Bank financed
What additional document is required for the three California IOUs(PGE, SDGE, SCE) that is NOT required for the other utilities?
CPUC
What do you need to verify when countersigning in Q4?
Verify the CR object toggles and sections are all filled out correctly
What info on the bill should we use to determine if the bill is within 3 months?
Last usage date
What do we need to check when a home type is Multifamily?
Meter count either vis site audit, google imagery, or Corelogic
What is required for Costco proposals?
The Costco Member ID
If the home is in a trust in a HI market what is required no matter what to verify title?
Trust docs
Who are the onshore leads?
Kat, Lauren, Daniel and Liz
What market requires the Service ID?
SCE, PG&E
What do we need to apply an exception for second systems?
First systems PTO date, Second system calc, First systems year 1 production and current systems production
What additional checks are required for K deals?
Bank finance docs
Can we do an exception for sqft deals in NJ?
NO
What type of deals are declined?
Deals that have no way of moving forward no matter what
What is the one market we can accept a commercial rate for within standard process?
PR
Where do we find PR title? and WHEN do we use the coordinate search?
CRIM & Coordinates are used for verifying hometype