Underwriting 7a - Deal Status + Change Orders + More

Underwriting 7a - Deal Status + Change Orders + More

Project Management + Change Orders


View this video or read the lesson below:

  1. Update Status
  2. Bifurcated Deals
  3. Change Orders
  4. Put Job on Hold and Reactivate
  5. M1 Permit Docs
  6. Milestone Document Section


Update Status (new requirement)

Requirement:
  1. You need to update the status of a job at lease every (7) days.
  2. After seven days the job will be locked and you won't be able to submit it for approval.
  3. To unlock: You need to update the status
--------------------------

There are TWO ways to update the status
  1. Unlock a job individually
  2. Unlock all of your jobs in your pipeline
----------------------------

Update Status of an Individual Record
  1. From the NTP, M1 or M2 page: Click into the Project detail page
  2. Tap Update Status
  3. Select a Deal Status
  4. Submit
  5. The Status will be updated

__________________________

Update Status of Entire Pipeline
  1. Click Update Status Review in the portal
  2. Select your company (yours will be the only one listed)
  3. Click Edit in the upper-right
  4. Update the Current Deal Status on each deal you wish to update
  5. Then click Update






These deals will now be update in our system


Bifurcated Deals

The solar and storage will be managed as two separate projects, with two separate timelines in the portal.



Below is an example of a Solar with Storage customer on the NTP dashboard after signing:

  1. One project for Residential Solar
  2. One project for Residential Storage

  1. Same customer
  2. Same address
  3. Two different projects

For solar/storage combo customers you’ll have a

  1. Free-standing solar project
  2. Free-standing storage project.

Each project will have its own NTP page, and its own M1 and M2 page.




For each project you will:
•Submit separate docs (at NTP, M1 &M2)  
•Sign a separate SOW  
•Sign a separate M1 & M2 Statement  
•Have a separate In-Service Form  
•Have a separate Change Order (if needed)  
•Everything is separate


Change Orders

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


Corrections requiring a Change Order include:

  1. Customer name or address typo
  2. Turn-Key Amount
  3. Solar System Size
  4. Year 1 Production
  5. Battery System Size

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







Put Job On Hold and Reactivate

  1. On the Project Detail Page
  2. Tap Hold
  3. Confirm/Submit
  4. Job is now On-Hold


To Reactivate

  1. On-Hold job
  2. Project Detail page
  3. Tap Reactivate
  4. Select Status
  5. Submit

This will update stage, unlock the deal and update the Expected M1 Date.








M1 Docs - Building Permit

•As always, the Signed Job Card or Finaled Permit is a required upload to M1
•COR is a required upload as always.
•The full Building Permit is required when the finaled permit or signed job card does not contain all the permit information. 







Finaled permits that lack details, slow jobs down. Uploading the full permit helps keep these projects moving.


If there's anything vague or incomplete about a finaled permit, uploading the full issued permit may give HDM what's needed to move the project forward. 



New Milestone Document section

The new Milestone Document section is located just below the Attachment section.

Shown here is the status of the SOW doc on the NTP page..

The NTP stage is not complete until the SOW is signed by the Installer and HDM.

The Milestone Document section is a reminder to both parties to sign, so the project doesn’t get stalled.


There is a Milestone Doc section on the NTP, M1 and M2 pages, just below the attachments section


Not Yet Created:  The milestone is in its early steps and the doc hasn’t been created yet.

In Progress: The doc has been sent out and needs to be signed by either the installer or HDM. You can tap the bell button to send HDM a reminder to countersign.

Completed: The doc has been signed by the installer and countersigned by HDM. Tap the download icon to view the signed doc











    • Related Articles

    • Sales Process 2 - Sending Signing + Change Orders

      HDM Sales - Sending Signing and Change Orders View the video or read the article below Send Electronically Send Agreement After you Request a New PPA and submit the customer and deal information you can find your new customer under Quotes/Active ...

    • 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: Title database doesn't list a new title: In this case, title-confirming docs like a deed may be ...

    • Underwriting 2 - HDM Portal Basics

      HDM - Portal for Underwriting Process View this video or read the article below: 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 ...

    • 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 1 - Puerto Rico Overview

      Puerto Rico Underwriting Overview Underwriting Milestones: NTP (Notice to Proceed) You'll upload the following docs to the portal. In this milestone HDM will be checking to see if everything described in the NTP docs matches what is described in the ...