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Background: A total of 2400 jobs have been placed on a compliance hold. These jobs were calculated using the “Split Solving” method for storage and solar separately.

The jobs have been paused to ensure compliance requirements are met before advancing in the workflow

Additionally, The “Split Input” Feature in the quote solver, used by partners to input battery and solar costs separately, has been temporarily disabled for maintenance

  • Jobs placed on compliance hold are marked under the “Everbright Hold” Status in Engine

  • These jobs have been processed using separate calculations for storage and solar components

DO NOT escalate to supervisors, as the company is currently preparing communications to address these concerns directly with partners

Partners Inquiring because of the Compliace Hold:

Step

Event

Action

1

  • When a partner calls regarding a job on Compliance hold provide the following response:

“The job is currently on a compliance hold due to a routine review process. This is to ensure that the job meets all regulatory requirements. We will notify you once the hold is lifted and the job can continue processing”

2

  • If the partner requests further updates or technical details

  • Log th inquiry as “Compliance Hold Inquiry”

    • Then; advise them that the compliance team is handling the review process

Agents are NOT auhorized to manually move jobs on compliance hold forward in the workflow until notified by the compliance team

Handling “Split Input” Feature Inquiries:

Some partners may contact support asking about the “Split Input” Option

Step

Action

1

  • If a partner is contacting us asking for information about the “Split Input” option Support agents should respond with the following script:

“EverBright has temporarily disabled the “Split Input” feature for maintenance. While the Feature is unavailable you can use the (Full Input Solver) or the (Cost/Kw option). Everbright will provide updates on enhancements to the solver shortly”

DO NOT escalate to supervisors, as the company is currently preparing communications to address these concerns directly with partners

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