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Handled By: Customer Support Supervisors

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STEP

ACTION

1

Add information to the Escalations Spreadsheet under the corresponding tab of “Refunds + GiftCard List”.

  • Homeowner Name

  • Address

  • Installer

  • Category Reason

  • Type Amount

2

Email gathered information with supporting documentation (Example but not limited to; reimbursement request: copy of invoice, overpayment: Launch screenshot, no supporting documentation: explanation) regarding the refund to Christopher Strain, Shela.Charles, Alex Bodea Brian Wang and Joel Collier (No need to wait on reply to proceed).

image-20240418-134352.png
Info

Any refund (non-overpayment related) amount over $500.00 or combined refunds yearly over $500.00 for the same customer requires a W-9 tax form due to tax purposes. The customer needs to fill out a W-9 tax form that has to be uploaded to DocuSign. Once returned, email to EverBright Tax Team Andrew LaPointe, Kevin Christ, and DL-PAR-NBL@nexteraenergy.com (No need to wait on reply to proceed).

3

Complete Account Payable Service Desk SAP ticket and attach completed table from Escalations Spreadsheet:

image-20240419-142243.png
Info

If no access to Account Payable Service Desk SAP and Cassandra Mercado is not available, tag Christopher Strain in email to complete and submit on your behalf due to no access to Account Payable Service Desk.

5

Update the agent with status of refund and advise OK to close the ticket.

The above steps for the physical check.

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Gift Card (Giftogram) Process Overview

STEP

ACTION

1