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Background

EverBright is the system owner for PPA's (EverFix, EverFlex, EverEasy) and therefore will receive interconnection agreements from the homeowner's utility to be signed by an officer of EverBright. Select customer support agents are authorized to sign documents on behalf of EverBright. Support may receive a request via DocuSign, Adobe Sign, Zoho Sign, or others.

Process

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When an Interconnection Agreement is received, send the document to Jessica noriega.

If Jessica is out or unavailable, currently, only the following Customer Support agents are authorized to process Interconnection Agreement documents:

• Nathan Dubbs

• Daniel Jean-Louis (back-up only)

• Nehemiah Franco (back-up only)

• Eric Suarez (back-up only)

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• Navigate to the homeowner’s job in engine or the homeowner dashboard in Homeowner Dashboard - PowerBI .

• Note:

  • The job may be under the co-applicants applicant's name.

  • If not found, try searching for the last name only and looking for a job in the state where the agreement came.

    • Navigate to the Qualification phase to confirm the name on the agreement.

    • The customer may be on the Title and not on Credit.

  • Most agreements do not contain the job address.

Info
If the customer cannot be located in Engine or the HO Dashboard, email Paige.Barry@goeverbright.com and provide the customer customer’s name, the utility name, and the installer’s name.

• Confirm that the job is an active PPA.

  • EverFix

  • EverFlex

  • EverEasy

• If the workflow is active:

  • Navigate to the signature page and click in the box to sign on behalf of EverBright

    • If the printed name is Carey Mendes, the signature will auto-populate.

    • If the printed name is EverBright Lease, click to sign and update the name to Carey Mendes before signing:

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• If the workflow is canceled

  • Notify your supervisor.

  • If the supervisor determines that Legal review is needed:

    • Email legal@goeverbright.com (Cc Madeline.Rice@nexteraenergy.com, Brian.Begg@nexteraenergy.com, and Jillian.Wheatley@nexteraenergy.com ) using the subject-naming convention:

      • “Legal Review: Interconnection Agreement - Utility Name / State – Installer(s)” to and include:

        • A PDF copy of the agreement that was submitted.

        • The link to the job

        • A PDF copy of the customer’s contract

        • The reason for the cancellation, if we have it.

        • Any background regarding the project or utility

• Once the interconnection agreements are signed, Support receives an automatic confirmation email from EverSource that the documents have been executed:

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• Open the DocuSign and download a PDF of the agreement.

• Send an email with the attachment and any other correspondence regarding the utility, agreement, or project to Madeline.Rice@nexteraenergy Gian.Olano@goeverbright.com, Paige.Barry@goeverbright.com, Brianchristopher.Begg@nexteraenergystrain@goeverbright.com, and JillianHerve.Wheatley@nexteraenergyWoods@nexteraenergy.com and request a review and approval. Using the subject-naming convention: “Legal Review: Interconnection Agreement - Utility Name / State – Installer(s)” to and include:

  • A PDF copy of the agreement that was submitted.

  • The link to the job

  • A PDF copy of the customer’s contract

  • The reason for the cancellation, if we have it

  • Any background regarding the project or utility

• CC: tiffany.harper@goeverbright.com

Support received the attached interconnection agreement request. Please review and approve/decline the request.

• When approved or declined:

  • Send an email to Tiffany Harper (Unlicensed) tiffany.harper@goeverbright.com requesting to update the SOP with the name of the newly approved/declined utility.

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