Underwriting 4 - NTP Rejections

Underwriting 4 - NTP Rejections

HDM - NTP Rejections and Questions


View this video or read the article below:


Common Rejections

Title Rejection
A few common reasons for title rejections:
  1. Title database doesn't list a new title: In this case, title-confirming docs like a deed may be requested
  2. Signer not listed on title: In this case a spuse who is listed on the title should sign the agreement instead.


Address Doesn't Match Title
The Quoter tool has an address verification feature but it is still possible the wrong address can be selected or entered, or there is a typo in the address.
Revising a PPA address is done with a change order.



Confirmation Call Incomplete or Missing
  1. It's possible that a confirmation call occured, but was not completed or it containied errors.
  2. Calls may be rejected if a name doesn't fit a face. For example: male/femail face mismatch.
  3. Calls attempeted on re-used email links are also marked for rejection. Each customer has a unique call link that must be used.
In most cases a new call must be completed. This can be done using the original call link for that customer.



Incorrect System Size
If there was a change in the size between the signing and NTP submission date...
The PPA needs to be revised to match the planned installation an be re-signed.
This is done with a change order.


Production Out of Range Rejection
A production rejection happens when...

- The Year-1 production estimate on the PPA...
Is higher than...
- The Year-1 estimate run by HDM during NTP review.

The PPA will need to be revised witha year-1 production estimate that is equal to or lower than HDM's.
This si doen with a change order.


Utility bill or NEM Rejections
A rejected Utility Bill may be:
  1. More than a year old
  2. Not legible
  3. Missing infor: Nmame, Address, Utility

A rejected NEM Application may be:
  1. Listing a different system sie than the agreement
  2. Missing pages


AVL, 2D Plans, BOM Rejections
Rejected 2D Drawings may be missing a BOM listing the following:
  1. Modules: SKU, QTY, Manufacturer, FEOC-Approved in description
  2. Inverters: SKU, QTY, Manufacturer, FEOC-Approved in description
  3. Batteries: SKU, QTY, Manufacturer, FEOC-Approved in description
  4. Racking: QTY, Manufacturer, FEOC-Approved in description (racking SKUs not needed until M1)


SKUs must match the HDM AVL
See the AVL: FEOC and DC guide for more details



Find and Fix Rejections

From the NTP Stage list:

Search icon > NTP Stage Status > Contains > NTP Rejected
This will produce a list of your rejected projects.


Tap into a project.
The NTP page should show the project as Rejected.
In the attachment section the unacceptable files should be labeled with a red circle. 
Tap Reupload to load the correct document.
The Timeline for Rejection and Resubmission lower on the page should list rejection details.




When a rejection Requires a Resign

Certain rejections require re-signing a new PPA (Change Order).

If the signed PPA doesn’t match the planned system described in the NTP docs, a new PPA must be signed that does match.


The following changes require a re-sign/change order:
  1. Change to Customer Name
  2. Change to Site Address
  3. Change to the Turn-Key Amount
  4. Change to the System Size (SOlar or Storage)
  5. Change ei Year=1 Production Estimate



The Change Order / Re-Sign Process


The HDM Underwriting team will inform you of the rejection and the need for a Change Order which will create a new agreement and delete the old project.



When a rejection requires a re-sign, a change order must be used. This closes the old job and creates a new project in the portal and new documents for signing.

Simply creating an additional quote is no longer an option. Only one quote is allowed per customer and the change order process takes care of that requirement.

When a change order is needed, it will require some coordination between Sales and Project Management because this takes place on the project detail page


Change Order Process
  1. Click Change Order from the Project Detail page
  2. Select a Change Order Criteria from the drop down and Submit
  3. You land in the quoter tool for the new quote
  4. Complete the missing fields.
  5. Submit the change order. This will close the old job and create the new one
  6. Send your new docs
  7. After signing, underwriting starts on a new project/NTP page







The FAQ and Exceptions Lesson

The FAQ and Exceptions lesson describes the guidelines around exceptional projects.



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