Additional Information

Installation/PPA Documents & Loan Documents:

- Homeownership details are critical; the actual homeowner must be included on both the installation and loan agreements.

- It is imperative that the customer’s legal name is accurately reflected on both the installation and loan documents, exactly as it appears on their government-issued ID (e.g., "Thomas" instead of "Tom").

- In instances involving a co-signer, the co-signer's name must also be included on the installation documents.

Utility Bill:

- The name and address on the utility bill must match what is listed on the Installation Agreement, Power Purchase Agreement (PPA), or the PPA Endorsement Document. 

Homeowners Insurance, Supporting Documents for Ownership Verification, etc.:

- The name on the Homeowners Insurance must match the name on the Installation Agreement or Power Purchase Agreement (PPA) documents.

Once a customer's Site Survey and Final Design has been completed, an email will be sent to the sales representative with the Scope of Work for each project.

• Layout Changes:
  If a layout change is determined to be needed the sales representative will need to confirm with the customer that the layout change is approved.

Layout changes can be required due to fire setbacks, obstructions, structural integrity, lender disqualifications, etc.

• Additional Adders:
  The sales representative will need to confirm with Sales Support if the adder(s) are approved to come from commissions or if they will be submitting a change order to account for the additional cost. Sales Support will state if the current pricing will or will not allow for adders to come from commissions. If the current pricing is not enough to cover the adders needed from commissions, a change order will be required.

• Missing Documents:

If any documents are incomplete or haven't been provided, this will be included in the SOW that is sent.

Once the Final Design has been completed and the Scope of Work has been emailed, we kindly ask that anything still needed is resolved within two days. If anything is incomplete after two days have passed, the project will be put On Hold until we can move with NEM & Permit Submissions.

Unresolved Stipulations or Missing Documents
- Lender Stipulations or Requirements:
Proof of Ownership/Title Verification,  Income Verification, Identity Verification, ACH Set Up,  Account Set Up for Lender Portal, Welcome Checklist, Welcome/Confirmation Calls, Utility Bill Validation, etc.
NTP(Notice to Proceed) cannot be granted until any and all lender requirements or stipulations have been resolved.
- Incomplete or missing documents:
Photo ID, Utility Bill, Supporting Documents for ownership verification, etc.
- Required Change Orders due to changes with production and system size due to layout adjustments, pricing changes and corrections, etc.

We appreciate your understanding and cooperation in helping us maintain smooth and effective operations and ensuring a streamlined process for quick turnaround times.

• Customer-Initiated Cancellations: In instances where a customer directly contacts the sales representative expressing a desire to cancel their solar project, and you find yourself unable to reverse their decision, it is imperative that you immediately inform us of this development, including the customer's stated reason for cancellation. This enables us to process the cancellation efficiently and to maintain accurate records.

• Action Solar-Initiated Communication: Should a customer reach out to Action Solar with a request to cancel their solar project, the Sales Support team will promptly notify the respective Sales Representative of the request. To proceed, Sales Support requires confirmation from the Sales Representative on whether the cancellation should be processed or if the sale has been successfully retained.

• Special Consideration for Customers Over 75:  In the course of the Welcome Call, should Sales Support identify any issues or concerns, a decision may be made to immediately cancel the account to best protect the interests of the customer. The Sales Representative will be informed of this decision without delay.

• Cancellation Fees for Customers whose right of rescission window has passed:

Site Survey Completed: $450

Design Completed: $950

NEM/Permits Submitted/Approved: $1,900

Cancellation to Sign with Another Company (Permits, NEM Approved/Submitted & Ready to Schedule): $3,500

NOTE: Regarding both Stipulations and Cancellation Requests, we will attempt to contact the representative three times within three days via text, and/or email. If no response is received, Sales Support will notify the Sales Representative that unless communication is established within 24 hours, the job will be marked as canceled.  Should the Sales Representative resolve any stipulations, they will need to notify Sales Support  and the job will be reinstated at that time.

Our cancellation policy is designed to ensure that all parties are promptly informed and that decisions are made in the best interest of both the customer and Action Solar. Your cooperation and attention to these procedures are greatly appreciated.

BIDLIST:

Click on the following link to get a roof quote with BidList:

 https://requestroof.com/action-solar/

Anybody that requests a roof quote using this link will automatically be associated with Action Solar.

RFX:

If you need a login for RFX, please contact your Direct Manager or Tech Support for assistance.

Action Solar is dedicated to ensuring a streamlined installation process for our customers. This outlines the required information for onboarding third-party contractors for Re-Roofs, Home Upgrades, Electrical Upgrades, etc. 

Required Information

To facilitate timely coordination and payment, we require the following information from all third-party contractors:

1. Company Name and Contact Information

2. Banking Information for Payment & Workers' Insurance Information

3. Invoice/Quote

   • Detailed description of work to be completed

   • List of equipment and materials to be used

   • Scope of work

   • Total cost of the work

Payment Terms:
All third-party contractors hired via the client or their representative, with funding attached to the solar loan, will be paid only after the solar installation is complete and funds are released by the lender. Third Party contractors should have the expectation to receive payment for the work completed within 30 business days of the solar installation being completed. This is commonly referred to as "Net 30" Payment Terms.

Coordination with Action Solar
Coordination with any third party contractors will start once all necessary approvals have been granted by the AHJ and Utility Company. This timing ensures sub contractors are not awaiting payment on completed work over an extended period.