Underwriting Process
Submitting - FEOC & DC for 2026
Process for all HDM Projects (FEOC and DC) All HDM projects must meet FEOC standards All projects (FEOC or DC) have the same docs submitted at NTP, M1 & M2. All materials must have SKU's matching the AVL (FEOC or DC). ------------------------ NTP: ...
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 ...
Underwriting 7a - Deal Status + Change Orders + More
Project Management + Change Orders View this video or read the lesson below: Update Status Bifurcated Deals Change Orders Put Job on Hold and Reactivate M1 Permit Docs Milestone Document Section Update Status (new requirement) Requirement: You need ...
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 9 - FAQ and Exceptions
HDM Underwriting - FAQ and Exceptions View the video or read the article below: Topics Covered: When no Building Permit is Required No PTO Required Add-On/Expansion New Construction Large Storage Off-Grid Guidelines AHJ Says: No Building Permit ...
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 8 - Pipeline Management
Pipeline Management View the video or read the article below: Installer Pipeline View HDM Portal > Deals > Installer Pipeline This view allows you to see projects that are in different stages all on the same page. Find Newly Signed Customer HDM ...
Underwriting 6 - In Service Form
HDM In-Service Form View the video or read the article below This HDM’s Permission to Operate In Service Form Once M1 is complete it’s time for HDM to sell the project to an investor. HDM generates the In-Service Notice also called the In-Service ...
Underwriting 5 - M1 (Milestone 1)
HDM M1 – Substantial Completion View the video or read the article below: In the M1 stage, the installer shows substantial completion of the solar project. ALL JOBS FOLLOW THE SAME M1 DOCUMENT REQUIREMENTS Required Docs The following docs need to be ...
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 3 - NTP Basics
HDM NTP Basics View this video or read the article below: ALL JOBS FOLLW THE SAME NTP DOC REQUIRMENTS Four required docs to submit at NTP: Utility bill 2D Plans NEM application Conformation call email Notice to Proceed Purpose of step: Clearly ...
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 ...