Checklist Registry
Checklist Templates
Maintainers
How to Contribute
Sections
1: Mechanical Completion
2: Substantial Completion
3: Permission to Operate
4: Incentive Claim/Revenue
5: Final Completion
Checklist Template Information
Maintainer:
Ecosuite.io
Version: 1
Tags:
Description:
Checklist Template:
Prior to Final PTO/COD
Prior to Construction NTP
Prior to Final PTO/COD
Residential Installation
Residential Site Survey
Download OB JSON
Section 1: Mechanical Completion
1.01: Confirm Recurring Lease Payment on Calendar
In Progress
Completed
1.02: Draft Certificate of Completion
In Progress
Completed
1.03: Draft Final Lien Release
In Progress
Completed
1.04: Confirm Internal Financial Documents are Drafted
In Progress
Completed
1.05: Schedule QA/QC Inspection
In Progress
Completed
1.06: Request Red-Line CPS from EPC
In Progress
Completed
1.07: Request Commissioning Memo
In Progress
Completed
1.08: Request Installation Photos for PTO
In Progress
Completed
1.09: **Equipment Warranties
In Progress
Completed
1.10: Submit Post Install Documents to Roof Manufacturer
In Progress
Completed
1.11: Notify Utility of Construction Completion
In Progress
Completed
1.12: Request COI Naming Utility as AI
In Progress
Completed
1.13: Confirm Work Order Number is Called In to Utility
In Progress
Completed
1.14: **Utility Meter Install Date
In Progress
Completed
1.15: **QA/QC Report
In Progress
Completed
1.16: **Evidence of Permit Closeout
In Progress
Completed
1.17: Fire Department Training with EPC
In Progress
Completed
1.18: Trigger Bringdown Letter
In Progress
Completed
1.19: Notify Marketing of Mechanical Completion
In Progress
Completed
1.20: Mechanical Deal Approval
In Progress
Completed
1.21: Other
In Progress
Completed
Section 2: Substantial Completion
2.01: **Commissioning Memo (Self Certification Form)
In Progress
Completed
2.02: **COI Naming Utility as AI
In Progress
Completed
2.03: **Solar Permit
In Progress
Completed
2.04: **Certificate of Completion (COC)
In Progress
Completed
2.05: Photos of Installation
In Progress
Completed
2.06: **Stamped PTO Electrical As-Builts
In Progress
Completed
2.07: Other
In Progress
Completed
Section 3: Permission to Operate
3.01: **PTO/ATI Letter
In Progress
Completed
3.02: Bonus Payment (if applicable)
In Progress
Completed
3.03: Site Access Details in Ecosuite
In Progress
Completed
3.04: Confirm Site is Drawn in SolarEdge Portal
In Progress
Completed
3.05: **Contractor Final Lien Release
In Progress
Completed
3.06: **Asset Management Agreement
In Progress
Completed
3.07: **O&M Agreement
In Progress
Completed
3.08: **IE Reliance Letter
In Progress
Completed
3.09: **Virtual Irradiance (Expected Data)
In Progress
Completed
3.10: Project to Operational Insurance Coverage
In Progress
Completed
3.11: Live Generation Visible in the Ecosuite
In Progress
Completed
3.12: Confirmation of Correct Generation
In Progress
Completed
3.13: Trigger Handoff Meeting
In Progress
Completed
3.14: **Submit for Tax Exemption (if applicable)
In Progress
Completed
3.15: Operational Data Verification in Ecosuite
In Progress
Completed
3.16: Other
In Progress
Completed
Section 4: Incentive Claim/Revenue
4.01: See Incentive Tab
In Progress
Completed
4.02: Revenue Sorce in ProForma
In Progress
Completed
Section 5: Final Completion
5.01: Interconnection Cost Reconciliation Requested
In Progress
Completed
5.02: Execute Internal Closeout Documentation
In Progress
Completed
5.03: Proper Revenue Received & Cash Flow Payment Logs Configured
In Progress
Completed
5.04: Other
In Progress
Completed