1

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

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2

System will open the DocuSign Communication File:

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

3

Once in DocuSign:

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

• Then click on “Continue”

4

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

IF it is NOT an Approved Utility:

• Go to (What to do if the Utility is NOT approved)

If IT IS an Approved Utility:

• Go toStep 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

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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

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 3 dots next to “View Details” and select “Outcome”

• 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”

IF YES

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

• If YES: (Go toStep 8)

• If NOT: (Go to Step 9)

8

IF it has been Signed Already then:

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• Go back to the Email and click on the 3 dots next to “Contact View Details” Section Confirm that the “Name” And “Relates To” Fields has been auto-populated , If not complete each box with the Homeowner’s Information.and select “Outcome”

• Select the Disposition “Interconnection-Complete”

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

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

• Once the Task is created in the system, you Must do the following:

  • Open the task

  • Click the “Assign to me” button

  • Click “Finish”

• After that; you will be able to edit the following as needed:

  • “Relates to”

  • “Additional Dispositions”

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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• • After that: Click on “Continue”

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• Go back to the Email and click on the 3 dots next to “Contact View Details” Section Confirm that the “Name” And “Relates To” Fields has been auto-populated , If not complete each box with the Homeowner’s Information.and select “Outcome”

• Select the Disposition “Interconnection-Complete”

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

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

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• “Save”

• Once the Task is created in the system, you Must do the following:

  • Open the task

  • Click the “Assign to me” button

  • Click “Finish”

• After that; you will be able to edit the following as needed:

  • “Relates to”

  • “Additional Dispositions”

1

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

2

• 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)”

• 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

  • 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

5

• 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

• Make sure that EverBright's Name spelling is correct

• Instead of “Everbright” it says “Eberbright”

• There is missing information

• Instead of “EverBright LLC” it just says “EverBright” without the “LLC”

• Wrong Information within the wrong category

• Jill’s Name or Carey’s Name are Gary Morris Name is listed as the “Company Name” instead of “EverBright LLC” as the Company Name

• Verify that the Job is an Active PPA

• Everfixed

• EverFlex

• EverEasy

• Sometimes the Job may be under the Co-Applicant’s Name

• Even if the Interconnection Document shows a name “x” and our system shows a name “y” make sure you are checking the Everbright agreement so to confirm that the correct name “x” is under that same agreement

• Reject Interconnection if Workflow has been cancelled

• If the Workflow has been cancelled: DO NOT PROCESS THIS INTERCONNECTION

  • Reject it and provide the reasoning note of “Customer’s Job Has been cancelled”

1

• An email will be sent to you through DFO with the subject:

  • "Interconnection Team has sent you the NJCEP Incentives Packet via PandaDoc"

2

• Once you open the Email, click on the “Open The Document” Button

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3

• Click on “Start”

4

• Then; click on the “Signature” Box to proceed with the corresponding signature

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5

• Make sure it shows “Gary Morris” as the Signer

  • Finally Click on Accept and Sign

  • Then Stop

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