Required Docs

1. COR: Close-Out Report (installation pictures)
   
2. Signed Job Card (or finaled permit)
   
1. Full Building Permit - Only required when the finaled permit or signed job card does not contain all of the permit details.
   
3. Materials Invoice: Listing Model #'s/SKUs
   

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Finaled Permit + COR + Material Invoice

1. Finaled Permit - What you receive after the inspection. Make sure it is finalizing the solar or battery installation.
   
2. COR - Installation Photos. Use the COR generator built into the M1 page.
   
3. Material Invoice - Show the model #'s of the equipment you purchased for the project.

1. Approved/Signature
   
2. Permit #
   
3. City/Jurisdiction Name
   
4. Type: Final Solar, Final Electrical, Final Building
   
5. Site Address
6. Date of Inspection
   

If the final is missing any of these details, HDM will ask for the full issued permit to be submitted also.

Examples of Acceptable Finaled Permits

1. In the Attachment section hit the Upload COR button
   
2. Enter the Installation Completed Date
   
3. Load all required photos
   
4. Hit Save > Submit
   

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Close-Out Report Photo Requirements

1. Front of Home – showing address
   
2. Microinverter/Optimizer (face) – name plate
   
3. Microinverter/Optimizer (edge) - serial#/model#  
   
4. Solar Module (placard) - serial#/model#  
5. Central Inverter (placard) – serial#/model#  
6. Installed Modules – ALL arrays
   
7. Envoy/Gateway (for Micros) – serial# + model#
   
8. Layout Mapping Sheet – Showing ALL Serials
   

1. Roof – Prior to installation (optional)
   
2. Point of Interconnection (optional)
   

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Storage COR Photos:

1. Front of Home Showing Address
2. Battery (main label) - serial#/model #
   
3. Gateway/Transfer Switch – serial#/model #
   
4. Wide Shot – all ESS equipment installed
   
5. Screenshot of ESS Software – phone app
   

1. Installed CT’s – closeup (optional)
   
2. Battery Mounting plate – installed (optional)
   
3. Installed Protections – curbs & bollards (optional)
   
4. Electrical Panels – covers on w/labels (optional)
   
5. Electric Panels – covers off w/wiring (optional)
   

1. Sub-arrays
   
2. Layout mapping
   
3. Gateway transfer switch serial
   
4. Battery serials and model numbers
   

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Material Invoice

A Material Invoice must be uploaded to M1 for all jobs.

Invoice must include:

1. Invoice #
2. Modules: SKU + QTY
   
3. Inverter: SKU + QTY
   
4. Battery: SKU + QTY
   
5. Racking 
   
1. Rails: SKU's + QTY
2. Mid-Clips: SKU's + QTY
3. End-Clips: SKU's + QTY

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No Packing Slip is Required

This requirement has been dropped for all jobs

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Find Your Project

In the portal:

1.Tap the Deals tab

2.Tap M1 Stage

3.Tap the docs for your project

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Upload the M1 Docs

M1 Attachment section

1. Hit Upload
   
2. Enter Install Completed Date
   
3. Enter Inspection Date
   
4. Load the M1 docs
   

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PPA Signed Before Inspection

If you’re working towards M1 and don’t have your final PPA signed at this point, this is the last chance to get one signed.

If you had to re-sign because of a rejection…

to be eligible for funding, you must have your final PPA agreement signed before the building inspection.

Don’t submit for M1 unless you have NTP approved with a final PPA that matches the info in  the NTP docs

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M1 Approval

Once the M1 docs have been approved, HDM will email the installer the invoice. 

This document (sent for e-signature) lists:

• The 77% (or 80%) amount is to be paid by the customer.
  

• The 23% (or 20%) amount is to be paid by HDM.
  

This needs to be the doc the building department issues to give final sign-off for the solar or battery system. 

Make sure this doc isn't final-ing some other part of a construction project.