Underwriting 3 - NTP Basics

Underwriting 3 - NTP Basics

HDM NTP Basics


View this video or read the article below:


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ALL JOBS FOLLW THE SAME NTP DOC REQUIRMENTS

Four required docs to submit at NTP:
  1. Utility bill
  2. 2D Plans
  3. NEM application
  4. Conformation call email 


Notice to Proceed

Purpose of step: Clearly describe the planned system and equipment.

Before moving forward with a project the installer needs to provide information on the customer and the planned system design. 





Required Documents

  • Utility Bill: 
The first page of the utility bill must be uploaded to the portal. 
The bill needs to show:
  • Customer name
  • Address
  • Name of utility

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  • NEM Agreement Application/Interconnection Application: 
The doc you upload to the portal needs to be the same completed doc you send to the utility. It doesn’t need to be countersigned by the utility or accepted yet. 

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  • 2D Drawings (in pdf form):
These are the CAD drawings or engineering plans for the system that you are using for your permit application. Send the complete plans not just the first page. These plans must be in PDF form.


To Cover FEOC/DC Requirements:
  1. BOM must list the following information for equipment.
    1. Modules: SKU, QTY, Manufacturer, FEOC-Approved in description
    2. Inverters: SKU, QTY, Manufacturer, FEOC-Approved in description
    3. Battery: SKU, QTY, Manufacturer, FEOC-Approved in description
    4. Racking: QTY, Manufacturer, FEOC-Approved in description (racking SKU's not needed until M1)


The Model #’s/SKUs must appear on HDM’s AVL as FEOC/DC Eligible 


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  1. Confirmation Call
Upload a doc to tell us the call has been completed and we'll look it up in the call database to verify it.
Upload one of these:
    1. Upload the email that Callpilot sends the sales rep after the call. This tells HDM to find the recording on the Callpilot server.
or
    1. Upload manual recording if the call was done not using Callpilot.





In the Portal

Your newly signed customers will be listed in the portal under the ‘NTP Stage’.

What you need to do:

  1. Click into a customer record by tapping the document column. 
  2. You'll land in the NTP page for that customer
  3. Click Upload in the Attachments section
  4. Upload the required docs 

Find Your Projects

Your recently signed customers will be listed under the NTP Stage on the portal




About the Equipment: HDM's AVL


HDM's AVL is online at:

Equipment used in your system must be listed on the AVL.
In all cases: the inverters, batteries and racking used require matching model#'s on the AVL. 
In most cases: modules require matching model#'s on the AVL too. 

The HDM AVL covers FEOC and Domestic Content requirements on a single page.
Each section: Lists if contents are FEOC approved
Individual items: List of DC approved (in right-hand column)


A note About Enphase:
For Enphase batteries to be FEOC approved, they must display a serial number with the following characteristics.
The lasr number ser must begin with '54'. The next two digis must be equal to or greater than 25 (for 2025). The next two digits must be 46 or higher (46th week of the year).




Use this guide to clarify the AVL's FEOC and DC guidlines:





Enphase IQ Battery - Specific Guidance for DC

Click the ink below for detailed instructions on how to identify an Enphase 5P-DOM battery to ensure Domestic Content compliance.
Specific Serial Numbers will positively identify units with DC eligible 56.8% domestic content.





Statement of Work (SOW)

During the NTP approval process HDM will email the installer a SOW.

The SOW serves as the contract between HDM and the installer. 

It includes the system price, customer info, system size, equipment specs and shading information. 

This needs to be signed by the installer then counter-signed by HDM. 



Docs Going Out for Signature
When your organization signed the EPC agreement it provided a single email address for all docs to be signed.

The SOW and other docs  throughout the process will be sent to that one address.

The docs will come as Zoho-Sign emails for electronic signature. 



NTP Approval

Possible Outcomes:

  1. Approved: HDM will update the stage to NTP Approved
  2. Rejected: There are several reasons a submission may be rejected, please see the NTP Rejections lesson



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