Background:
Change orders are optional M1 and M2 tasks specific to PPA (EverFix/EverFlex) products.
Changes to the amount financed are not allowed after M2 approval
Homeowner change order (HCO) - A Homeowner change order is only needed when there is a change to the design or agreement that also changes the amount financed. Any of the following changes will require a homeowner change order:
Changes to the system design that is outside of the allowable tolerance (-5%/ +10%)
Changes to the equipment
Changes to the contract agreement/homeowner information
Installer Change Order (ICO)- An ICO is required for any changes made to the system design after the contract has been signed and must be completed before a milestone can be sent for approval. An ICO will be required any time an HCO is generated (however, if the amount financed has not changed an HCO is not required). Any of the following changes will require an installer change order:
Changes to the system design
Changes to the contract agreement/homeowner information
The installer will need to update the live project to match the building set plan. The ICO task will only become available after the live project has been updated.
Shade study - If changes to the Project have occurred the installer will be required to upload the new Shade Qualification Report directly from the Project phase. If Sunroof is not available, other qualified Shade Study reports are listed in the Shade Study training guide
There is a minimum average monthly consumer savings requirement that must be met for all PPA products. If the change order causes the cost savings go to below the cutoff (currently $0-$999,000), the ICO will not generate. The installer will need to make adjustments to the design in order to allow for the customer to receive savings.