Underwriting 2 - HDM Portal Basics
HDM - Portal for Underwriting Process
Portal Access
As a member of the project management team with an official HDM partner you should have access to the portal.
If you don’t yet have a login, request one from your manager.
Click into a Customer
You’ll land on the Deal Detail page in the new environment.
All of the customer and deal information is listed in the top few sections.
The Project Timeline tracks several dates throughout the life of the project. These dates will auto-populate once the events happen.
The Related Milestones section contains links to the NTP, M1 and M2 pages for this specific project. Each page will be created automatically once that step has been reached. You can go back and visit each milestone page even after that step has been completed.
NTP Page and Process
Tap the NTP link in the Related Milestone section
The top half of the NTP page includes the Overview, Details, Economics and Attachment sections.
Overview Sections and Milestone Status
The Overview section shows the status of the NTP milestone. It will say Incomplete, Locked for Review, NTP Rejected, or NTP Approved.
Attachment Section and Loading Docs
The Attachment section lists the required NTP docs. To begin uploading, click the Upload button and the upload tool will open. From there you can browse to files on your computer.
Once all three files have been uploaded the Status will automatically update to Ready to Submit and the Submit button will appear.
Lower on the page the Timeline for Rejection and Resubmission will now list a Document Upload Date.
Click the Submit button at the top of the page to submit for approval.
Rejected Submission
Easily see the reason for rejection and resubmit
When you have a rejected submission it will show up on the NTP page for that customer. The status listed in the Overview section on the NTP page will be NTP Rejected.
The Attachment section will identify the unacceptable doc with a red circle next to the doc. To upload a new doc, click Reupload at the top of the section. The upload tool will open.
Once the doc has been replaced, the Resubmit button will appear in the Overview section.
After submitting the NTP page will be locked for review.
M1 Page and Process
A big New Feature
The M1 page shares many characteristics with the NTP page with one big exception. The new M1 page includes a COR Generator.
Install Completed Date
To enter the Install Completed Date, click the Upload button in the Attachment section. When the document uploading window pops up, the Install Completed Date field is located just above the upload fields.
Close-Out Report (COR) Generator
Tap the Upload COR button in the Attachment section. The fields should be pre-populated with project information and the installation date. Click to upload the Home Image and the Project Photos. Each photo field is an upload field when clicked.
- Load Photos (both solar and storage)
- Click Save at bottom
- Click Upload PDF at bottom
- Scroll to top and click the Back Arrow to return to the M1 page
Back on the M1 page, the status should be Ready to Submit.
Click Submit.
When you return to M1 page the status should be Locked for Review.
M2 Page and Process
To view your M1 projects:
if it's an M2 that's already been rejected.
- Paste the Monitoring Dashboard URL into the field
- Upload the PTO letter
- Submit.
Related Articles
Underwriting 3 - NTP Basics
HDM NTP Basics View this video or read the article below: This covers the NTP stage, during which a Statement of Work will be generated by HDM. For information on rejections and other problems, please see the ‘NTP Rejections’ lesson. Notice to ...Underwriting 1 - Overview
HDM Operations Overview View this video or read the lesson below: What HDM Offers HDM offers a Prepaid PPA. These are the results of the agreement: Before HDM will fund their portion, the project must go through the underwriting process described ...Underwriting 4 - NTP Rejections
HDM - NTP Rejections and Questions View this video or read the article below: Common Rejections Production Out of Range Rejection Underwriting will look at the proposed system and the site and estimate annual production in kWh’s. They factor in the ...Underwriting 7 - M2 (Milestone 2)
HDM - M2 (Milestone 2) View the video or read the article below M2 is HDM’s pre-performance review. M2 Steps and Requirements What Happens During M2? HDM fleet team: Reviews existing production data on the monitoring platform Extrapolates future ...Underwriting 5 - M1 (Milestone 1)
HDM M1 – Substantial Completion View the video or read the article below: In this stage, the installer shows substantial completion of the solar project. Required Docs The following docs need to be uploaded to the HDM Underwriting Portal COR: ...