Palmetto

Arizona Market Resources

California  - LADWP - Contract Received Confirmed (CRC) Checklist

California PV Only - Pacific Gas & Electric (PGE) - Contract Received Confirmed (CRC) Checklist

California PV Only - San Diego Gas & Electric (SDG&E) - Contract Received Confirmed (CRC) Checklist

California PV Only - Southern California Edison (SCE) - Contract Received Confirmed (CRC) Checklist

California Market Resources

California Mandatory Compliance Requirements

Colorado Market Resources

Connecticut - United Illuminating - Contract Received Confirmed (CRC) Checklist

Connecticut Home Energy Solutions (HES) Audit

Connecticut HIS License - Mandatory Compliance Requirements

Connecticut - Eversource - Contract Received Confirmed (CRC) Checklist

Connecticut Resources

Florida - Lakeland Electric - Contract Received Confirmed (CRC) Checklist

Florida - City of Tallahassee - Contract Received Confirmed (CRC) Checklist

Florida - Withlacoochee River Electric Coop - Contract Received Confirmed (CRC) Checklist

Florida - New Smyrna Beach - Contract Received Confirmed (CRC) Checklist

Florida - City of Winter Park - Contract Received Confirmed (CRC) Checklist

Florida Umbrella Insurance

CRC Checklist applicable for most FLA utilities. Utility-specific CRC checklists may also be available in the help center.

Florida - Contract Received Confirmed (CRC) Checklist

Florida Residential Solar Resources

All Florida sales require a notarized Notice of Commencement (NOC) in order to submit for a permit and install.

Florida - Virtual NOC Process

Florida Power & Light net metering application

FPL Interconnection & Utility Best Practices

Georgia Resources

Illinois Marketing Guidelines (1-Pager)

Illinois Marketing Training Video

Illinois - ComEd - Contract Received Confirmed (CRC) Checklist

Illinois Mandatory Compliance Requirement A - for Company Owners

Illinois Mandatory Compliance Requirements B -  Individual Sales Rep Certification & ID Number

Illinois - Ameren - Contract Received Confirmed (CRC) Checklist

Illinois Market Resources

Illinois AHJs to Avoid

Required at point of sale for all IL deals sold after 6/30/22

Illinois Point-of-Sale Disclosure Process

Illinois - Annual Minimum Equity Standard (MES) Compliance

Maryland Compliance: MHIC - Salesperson License Process and Guide

Maryland Resources

Massachusetts Resources

Massachusetts - Contract Received Confirmed Checklist (CRC)

Massachusetts - Taunton MLP - Contract Received Confirmed (CRC) Checklist

Michigan Market Resources

Missouri Market Resources - *PSA Paused*

New Jersey - Contract Received Confirmed (CRC) Checklist

New Jersey Resources

New Mexico Resources - **PSA Paused**

Specific HOI Requirements for Duke Customers - NC & SC

North Carolina Resources

Ohio - Toledo Edison - Contract Received Confirmed (CRC) Checklist

Ohio - AES - Contract Received Confirmed (CRC) Checklist

Ohio - OTHER UTILITIES - Contract Received Confirmed (CRC) Checklist

Ohio Market Resources

Pennsylvania - PECO - Contract Received Confirmed (CRC) Checklist

Pennsylvania - OTHER UTILITIES - Contract Received Confirmed (CRC) Checklist

Pennsylvania Resources

Rhode Island Resources

South Carolina Resources

Texas Solar Market Resources

Virginia Resources

Wisconsin Market Resources - **PSA Paused**

Approved Utility Companies

Exclusion Zones

New York Market Resources

New York - Contract Received Confirmed (CRC) Checklist

Andrew C - PLR Platform Ops

Lauren Fernandez

Policy Team

Palmetto Service Areas & Market Resources

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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