Content Comparison

1

Verify project status and product

• IF M3 approved – Transfer to Launch  

• IF Pre-PTO/M3 – Refer the customer to their installer, as we cannot provide the amounts until the project is completed and has reached Account Servicing.

RIC Buyout

Not allowed

Account Servicing Provides

Fixed PPA Prepayment

Not allowed

Account Servicing Provides

Flex PPA Prepayment

Not allowed

Email Internal Team (see below) (soon case assignment for revenue protection)

Flex PPA Buyout (Prior to Year 6)

Create a case

• Primary Reason

  • System transfer/UCC terminations

• Secondary Reason

  • PPA Buyout < year 6

Create a case assignment for Resolution team

• Referral

  • Per SOP

Not allowed

Email Internal Team (see below)(soon case assignment for revenue protection)

Fixed PPA Buyout (Prior to Year 6)

Create a case

• Primary Reason

  • System transfer/UCC terminations

• Secondary Reason

  • PPA Buyout < year 6

Create a case assignment for Resolution team

• Referral

  • Per SOP

Not allowed

Email Internal Team (see below)(soon case assignment for revenue protection)

1

• EverBright Customer Support Property Transactions creates a case in Salesforce under the customer’s contract upon receipt

2

• Send an email Launch@myeverbright.com is CC’d on the request sent directly to Ryan Cabral Soto <ryan.cabralsoto@goeverbright.com> and Brian Wang <brian.wang@goeverbright.com> with the following information:from Launch. 

  • Borrower’s Name

  • Contract ID

  • Type of request

    • Flex PPA: Prepayment Prior to Year 6

    • PPA Buyout (Flex or Fix): Prior to Year 6

Sample request

Image Added

3

• Forward the above information Ryan will provide the amounts once available to Account Servicing through the original form of communication. Notate the amounts in case feed.

4

• Close Salesforce case