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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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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

image-20240708-174721.png

3

Once in DocuSign:

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

  • Then click on “Continue”

image-20240708-181157.png

4

  • Review the Document and make sure it is coming from an Approved Utility:

  • Encor

  • EverSource

  • Arizona Public Service

  • Trico Electric Cooperative, Inc.

  • The Narragansett Electric Company

  • Massachusetts Electric Company and Nantucket Electric Company (d/b/a National Grid)

  • Unitil

  • Devlin Energy

  • Cherokee County Electric

  • National Grid

  • Xcel Energy 

image-20240708-182001.png

IF it is NOT an Approved Utility:

If IT IS an Approved Utility:

  • Go to Step 5

5

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

Note

Do Not Sign Yet

image-20240708-182230.png

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

image-20240708-182702.png

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”

image-20240709-130132.png

IF YES

Info

Make Sure that the HO’s 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 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:

image-20240709-135148.png

  • 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:

image-20240709-141143.png

  • Click on the Yellow Box that says “Sign”

  • Then Click on “Adopt and Sign”

image-20240709-141413.png

  • 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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What to do if the Utility is NOT approved?:

Use the following Naming Convention as the Subject:

Step

Action

1

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

2

  • Send an email including the attachment and any other correspondence regarding the utility, agreement, or project to:

  1. Gian.Olano@goeverbright.com,

  2. Paige.Barry@goeverbright.com,

  3. christopher.strain@goeverbright.com, and

  4. Herve.Woods@nexteraenergy.com

  5. CC: rafael.gonzalez@goeverbright.com

  • Request a review and approval within the email

Info

  • Create a Case in Sales Force

    • Primary Reason:

      • General HO Inquiry

    • Secondary Reason:

      • Interconnection

    • Case Description:

      • Include details about the utility not being approved and note that we require assistance from the compliance team to review the situation and confirm whether the utility will be approved for general interconnection before proceeding

3

  • Create a Case Assignment to Compliance

    • CA Primary Reason:

      • Interconnection Agreements

    • Referral Comments:

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

info

    • Description:

Please Include in this Email

  • 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

        • Include details about the utility not being approved and note that we require assistance from the compliance team to review the situation and confirm whether the utility will be approved for general interconnection before proceeding

        • Link to the Job

        • Any Background regarding the project or Utility

    4

    • Once the Case Assignment has been created go to the CA Chatter and click on the “Attachment” Icon to Include the PDF Copy of the Customer’s Contract

    image-20241226-164257.pngImage Added

    3

    • If the Utility gets approved:

      • Send an Email to rafael.gonzalez@goeverbright.com requesting to update the Interconnection Agreement Handling SOP with the name of the Newly Approved utility

      • Then if the CA has been closed by Compliance; Close the Case and Stop

    ...

    Disposition Options:

    Disposition

    Description

    • Interconnection - Not Found

    Unable to locate the Homeowner’s Information or account in the system

    • Interconnection- Complete

    Able to locate the Homeowner’s Information or account and Signature has been completed

    • Interconnection Declined

    There is an error with the documentation in which we will not proceed with signatures (i.e. EverBright's Name has been spelled incorrectly). See the Validation Guide for Reference.

    • Other

    Any other circumstance not listed

    • Closed Duplicate

    The agreement attached has been previously resolved already for the same account

    • Requested New Link

    If when opening the DocuSign document it says that the link has been expired you will need to receive a new link

    (This one will be specially used after a weekend: Usually during weekends utility companies will continue sending Interconnection Emails and by the next business day the link will be most likely expired. Therefore a new link will be required)

    ...