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Background: Upon initiation of an interconnection request, The utility will transmit the relevant agreement to EverBright. We will then proceed with verifying and obtaining signatures for the Agreement to facilitate the Interconnection process

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This process will be handled only by Jessica noriega . and as her backup, it will be Nathan Dubbs

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Table of Contents

Process

Disposition Options

Validation Guide

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Process:

Step

Action

Reference

1

  • An Incoming Interaction will come through CXone, Click on “Accept” to continue

image-20240709-130608.png

2

System will open the DocuSign Communication File:

  • Scroll Down until you see the “View Documents” Link and click on it

Info

This will pop up a new window redirecting you to DocuSign

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3

Once in DocuSign:

  • Click on “I agree to use electronic records and signatures”

  • Then click on “Continue”

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4

  • Review the Document and make sure it is an actual Interconnection Agreement and take note of the Utility’s N5ame

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5

  • Once you identified that it is an actual Interconnection Agreement you will Scroll Down to the bottom until you see the “Customer” and “Owner” Box Section

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6

  • We will gather the Homeowner’s information located in that section and then we will locate the customer within Sales Force by typing their Name

If the information is not coming up in Salesforce you can try by locating the Homeowner by Searching in Engine

Info

Take note that sometimes utilities could send the documents under a different name than the one we have in the system

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7

Are you able to locate the account in our system?

IF NOT

  • Go back to the Email and click on the “Contact Details” Section

  • Select the Disposition “Interconnection-Not Found”

  • In “Notes” Add the Homeowner’s Full name as it appears in the Email.

  • Finally Click on “End” and then “Save”

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IF YES

Info

Make Sure that the Name and State listed in the Interconnection Email Matches the result found in Sales Force

  • Go back to the DocuSign Document and confirm if it has been signed by us or not.

Note

It should ONLY show Jill Dvareckas or Carey Mendes Signatures

  • If YES: (Go to Step 8)

  • If NOT: (Go to Step 9)

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8

IF it has been Signed Already then:

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  • Go back to the Email and click on the “Contact Details” Section

  • Confirm that the “Name” And “Relates To” Fields has been auto-populated , If not complete each box with the Homeowner’s Information.

  • Select the Disposition “Interconnection-Complete”

  • Add in “Notes” (Completed and Signed Form)

  • Finally click on “End” and then “Save”

9

IF it has NOT been Signed Already then:

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  • Click on the Yellow Box that says “Sign”

  • Then Click on “Adopt and Sign”

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  • Click on “Continue”

  • Go back to the Email and click on the “Contact Details” Section

  • Confirm that the “Name” And “Relates To” Fields has been auto-populated , If not complete each box with the Homeowner’s Information.

  • Select the Disposition “Interconnection-Complete”

  • Add in “Notes” (Completed and Signed Form)

  • Finally click on “End” and then “Save”

image-20240709-141524.pngimage-20240709-135148.png

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