Underwriting 3 - NTP Basics
HDM NTP Basics
For information on rejections and other problems, please see the ‘NTP Rejections’ lesson.
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
- Account number (optional)
- Meter number (optional)
- 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.
- 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.
- Confirmation Call
Two Possibilities:
- Upload a placeholder doc: If the salesperson who signed completed the call using Callpilot, then our underwriting team will be able to find the call recording in our system. You can just load a pdf explaining that here.
Upload a video or audio recording of the confirmation call. If the call was done and recorded manually, then that recording needs to be loaded here.
Your newly signed customers will be listed in the portal under the ‘NTP Stage’.
What you need to do:
- Click into a customer record by tapping the document column.
- You'll land in the NTP page for that customer
- Click Upload in the Attachments section
- Upload the three required docs
About the Equipment
HDM requires installers to use only approved modules, inverters, monitoring and storage devices.
Please carefully review HDM’s AVL’s found here.
For more information on the AVL’s please review the lesson titled ‘NTP AVL Rejections’
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.
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