Background: Upon initiation of an interconnection request, The utility will transmit the relevant agreement to EverBright. We will then proceed with verifying and obtaining signatures for the Agreement to facilitate the Interconnection process

Each Interaction will be handled via Email through DFO/Sales Force

This process will be handled only by Jessica noriega . and as her backup, it will be Nathan Dubbs

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”

Process:

Step	Action	Reference
1	An Incoming Interaction will come through DFO, Click on “Accept” to continue
2	System will open the DocuSign Communication File: Scroll Down until you see the “View Documents” Link and click on it This will pop up a new window redirecting you to DocuSign
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: Encor EverSource Arizona Public Service Trico Electric Cooperative, Inc. The Narragansett Electric Company Massachusetts Electric Company and Nantucket Electric Company (d/b/a National Grid) Unitil Devlin Energy Cherokee County Electric National Grid Xcel Energy
	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 to Step 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 Do Not Sign Yet
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 If the information is not coming up in Salesforce you can try by locating the Homeowner by Searching in Engine Take note that sometimes utilities could send the documents under a different name than the one we have in the system
7	Are you able to locate the account in our system?
	IF NOT
	Go back to the Email and click on the 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 “Save”
	IF YES
	Make Sure that the HO’s Name and State listed in the Interconnection Email Matches the result found in Sales Force
	Go back to the DocuSign Document and confirm if it has been signed or not. It should ONLY show Jill Dvareckas or Carey Mendes Signatures If YES: (Go to Step 8) If NOT: (Go to Step 9)
8	IF it has been Signed Already then:
	Go back to the Email and click on the 3 dots next to “View Details” and select “Outcome”
	Select the Disposition “Interconnection-Complete” Add in “Notes” (Completed and Signed Form) Finally click on “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” Even if the task is created with the correct “Related to” and Assigned to you: You MUST always follow these steps whenever a task is generated
9	IF it has NOT been Signed Already then:
	Click on the Yellow Box that says “Sign”
	Then Click on “Adopt and Sign” After that: Click on “Continue”
	Go back to the Email and click on the 3 dots next to “View Details” and select “Outcome”
	Select the Disposition “Interconnection-Complete” Add in “Notes” (Completed and Signed Form) Finally click on “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” Even if the task is created with the correct “Related to” and Assigned to you: You MUST always follow these steps whenever a task is generated

What to do if the Utility is NOT approved?:

Step	Action
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 The Subject of this Email should be “Approved Utility Request” Then if the CA has been closed by Compliance; Close the Case and Stop

Disposition Options:

Disposition	Description
Interconnection - Not Found	Unable to locate the Homeowner’s Information or account in the system
Interconnection- Complete	Able to locate the Homeowner’s Information or account and Signature has been completed
Interconnection Declined	There is an error with the documentation in which we will not proceed with signatures (i.e. EverBright's Name has been spelled incorrectly). See the Validation Guide for Reference.
Other	Any other circumstance not listed
Closed Duplicate	The agreement attached has been previously resolved already for the same account
Requested New Link	If when opening the DocuSign document it says that the link has been expired you will need to receive a new link (This one will be specially used after a weekend: Usually during weekends utility companies will continue sending Interconnection Emails and by the next business day the link will be most likely expired. Therefore a new link will be required)

Validation Guide:

If any of the following appear in your Interaction it has to be declined. We cannot Sign

Validation	Example
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 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”

Interconnection Agreement Handling

Table of Contents

Process:

1

2

3

4

5

6

7

8

9

What to do if the Utility is NOT approved?:

Disposition Options:

Validation Guide: