PARTNER GUIDEBOOK€¦ · Suncrest Solar ProAlliance INTRODUCTION Welcome to the Suncrest Solar...

P A R T N E R G U I D E B O O K

Suncrest Solar ProAllianceINTRODUCTION

Welcome to the Suncrest Solar ProAlliance Partner Program!

We are excited to have you as a new member of our elite group of solar professionals. Our

program is about creating long term partnerships with companies like yours to provide a best in

class experience for residential solar energy customers. We strive to ensure that each customer

receives consistent and professional service from each of our partners as well as our corporate

staff. As a ProAlliance partner, we are completely dedicated to the success of your company and

providing an intuitive, consistent and transparent environment in which to operate your business.

The purpose of this document is to outline our roles, responsibilities, policies and procedures so

we can kick off our partnership with the best chance of success.

The primary focus of this document is on processes as they relate to your role in originating new

solar customers. This manual is intended to be used on an ongoing basis as a reference guide, as

well as in the training of new hires.

About Suncrest Solar

Our mission is simple – save our customers money on their energy bills by using green energy

to conserve our planet’s natural resources. We do this through quality service, a compelling

product, and the relentless pursuit of excellence. This preserves our neighborhoods and our

planet for future generations. We’re driven by the fact that we can support a better environment

while saving homeowners money.

Based in Salt Lake City, UT., the company is considered one of the fasted growing distributed

solar power companies in the United States. With the support of our financial partners Sorenson

Capital and Tenaska, Inc., Suncrest is positioned to maintain rapid growth while continuing to

provide best in class service to our customers and partners.

Suncrest Solar ProAllianceTABLE OF CONTENTS

1. Process Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . pg.1

2. Customer Onboarding Process . . . . . . . . . . . . . . . . . . . . . . . . . . . pg.2

3. Customer Eligibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . pg.6

4. Instant ASAP Tool . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . pg.7

5. Docusign Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .pg.1 1

6. Energy Matrix Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .pg.1 6

7. Solar 101 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .pg.20

8. FAQ/Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . pg.29

9. Territory Request Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .pg.30

10. Compliance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .pg.31

11. Retention and Chargeback . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . pg.32

12. Marketing Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . pg.33

13. Your Suncrest ProAlliance Team . . . . . . . . . . . . . . . . . . . . . . . . pg.34

14. Contact List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . pg.36

15. Closing Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . pg.37

16. Appendix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . pg.39

P A R T N E R G U I D E B O O K | 1

Suncrest Solar ProAlliancePROALLIANCE PROCESS OVERVIEW

The ProAlliance process overview section will cover all steps of the process from meeting a

potential customer to installing and interconnecting the system and fully funding the account.

Our goal is to make this process as smooth and efficient as possible in order to offer the best

experience to all of our partners and their customers.

Customer Onboarding1. Request an ASAP from Suncrest Solar.

2. Suncrest creates an ASAP and sends it to you.

3. Customer signs the contract and completes the welcome call.

4. Suncrest reviews and approves the signed documents.

5. First Payment, 30% of the total invoice, is scheduled.

Survey & Design1. Suncrest completes a site survey of the customer’s home.

2. The Suncrest Array Design team completes a solar array design.

3. Suncrest submits the design to the building department for review.

4. Suncrest pulls an approved building permit.

Installation1. Suncrest completes the solar array installation.

2. Suncrest schedules the final inspection by the building department.

3. Suncrest ensures approval of the final inspection.

4. Second Payment, 70% of the total invoice, is scheduled.

Project Completion1. Suncrest submits the required documents for PTO.

2. PTO is issued by the utility company.

3. Suncrest ensures the system is turned on and operational.

4. Project reaches final completion.


Suncrest Solar ProAllianceCUSTOMER ONBOARDING PROCESS

The customer onboarding section will cover all steps related to creating a new customer from

generating proposals (ASAPs) to closing the customer contract. Our goal is to quickly approve,

install and fund all eligible accounts. Please pay close attention to the content of this section, as

it is crucial to understand it thoroughly in order to provide a positive customer experience and to

make the onboarding, installation and funding process flow smoothly.

1. Request an ASAP

Use our Instant ASAP tool in the Partner Portal to instantly determine solar eligibility and request

an ASAP from the Suncrest Solar Hub.

2. An ASAP is Created for YouSuncrest Solar will generate a contract, system design and savings proposal.

3. Complete the Customer OnboardingComplete the final steps to achieve a successful customer onboarding.


Suncrest Solar ProAllianceCUSTOMER ONBOARDING PROCESS

1. Request an ASAP

A. Use our Instant ASAP tool in the Partner Portal to instantly determine solar eligibility and

request an ASAP from the Suncrest Solar Hub.

B. What is an ASAP?

I. An ASAP is a proposal package to present to your customer which includes a

contract, system design and savings proposal.

C. What you will need in order to request an ASAP:

I. The customer’s first and last name

II. The customer’s address, city, state and zip code

III. The customer’s utility provider

IV. The customer’s utility rate plan

V. The customer’s meter value

VI. The customer’s meter date

VII. A picture or digital copy of the customer’s power bill

D. What determines solar eligibility?

I. Suncrest must be able to generate savings for the customer based on their electrical

usage.

II. Customer must pass a soft credit check

E. ASAPs are typically completed and back to you within 2 hours but can be completed in

under 45 minutes if requested.

**PLEASE REFER TO THE INSTANT ASAP TRAINING GUIDE FOR MORE DETAILS**


2) An ASAP is Created for You

A. What’s Included:

I. Savings Proposal

II. Contract Documents

III. System Design

IV. Utility Interconnection Documents

B. Receipt of Documents

I. Docusign: The completed ASAP will be sent to you via Docusign

• You can open the presentation packet from your Docusign iPad app.

• For more information about using Docusign, please refer to the DOCUSIGN

TRAINING GUIDE.

3) Complete the Customer Onboarding

A. Signed Documents

I. Documents are signed using the Docusign iPad app.

II. Docusign: Signed documents will be returned to the Suncrest Solar Hub

automatically upon completion.

III. For more information about using Docusign, please refer to the Docusign Training

Guide.

B. Qualified Signers

I. The customer who qualifies for credit must sign the contract.

II. A property owner listed on the title of the home must sign the contract.

III. The person to which the utility account is issued must sign the interconnection

applications.


C. Customer Welcome Call

I. Call Suncrest Solar Customer Service at 866-238-0101 to complete the welcome call.

II. Required to complete the Customer Welcome Call:

• Hard credit check must be performed and approved (done instantly over the

phone).

• ACH payment information must be obtained.

» Bank routing number and account number must be provided.

• The customer’s title is pulled and it is verified that one of the signers is listed on

the title as a property owner.

III. Welcome Call Hours:

• Monday–Friday: 6:00am – 9:00pm PST

• Saturday: 6:00am – 5:00pm PST

**For a customer onboarding to be considered complete, all of the requirements in step 3 must

be completed in full.

SUNCREST SOLAR CUSTOMER SERVICE

Phone Number: 866-238-0101

Hours of Operation: Monday – Saturday: 8:00am – 9:00pm PST


Suncrest Solar ProAllianceCUSTOMER ELIGIBILITY

1. Credit Score Requirements

a. Above 650

2. Customer Savings Requirement

a. Suncrest Solar must be able to generate savings for the customer within the first

year of the contract based on the customer’s electrical usage.

3. Location Requirements

a. The customer’s address must be within your ProAlliance approved territory (see New

Territory Request Process).

4. Roof-mounted PV only

5. Roof Quality

a. The customer’s roof must be determined as safe to install on by our site survey team.

6. Property Requirements

a. All structures on the proposed property must be fully compliant with the local

Building and Safety Department.


Suncrest Solar ProAllianceUSING THE INSTANT ASAP TOOL

Step 1:After you have logged into the ProAlliance Partner Portal, click on the Instant ASAP tab to launch

the Instant ASAP Tool.

Step 2:Enter the customer’s first and last name, county, utility provider, rate plan, medical baseline, me-

ter date and meter value, then click “Calculate Savings” to generate a proposal.


Step 3:Review the proposal with the customer and then click “Does My Home Qualify” to proceed to the

credit eligibility section.

Note: A full proposal is attached at the end of this document to review as an example

Step 4:Enter the customer’s street address, city, state, and zip code, then click “Check my Home” to run

a soft credit check.


If the customer is approved, click “Design my System” to request an ASAP from the Suncrest

Solar Design Team.

If the customer is denied, you will see the message below. You can enter the information of

someone else living in the home to check eligibility under their name

P A R T N E R G U I D E B O O K | 1 0

Step 5:Upload a picture of the customer’s utility bill so that Suncrest Solar can appropriately size the so-

lar array. Click “Choose File” and select the file you wish to upload. Click “Done” when complete.

This is the final step to request an ASAP. Once this is complete Suncrest Solar will complete an

ASAP and send it to you.


Suncrest Solar ProAllianceDOCUSIGN GUIDE

Receiving Documents• ASAPs will be sent to you from the array design team via Docusign.

• You will receive an e-mail notification that the document is available.

• The documents will be available in the Docusign iPad/tablet app.

• You will also receive PDF copies in a separate e-mail.

The Signing Process• Selecting Documents

» Log-in to the Docusign App

» Select the documents tab

» Use the drop down at the top to filter by “Hosted Signing” to show pending documents

» Select the desired document


• Begin Signing

» After selecting the document, a preview of the document will be displayed.

» To begin the signing process, select “Host Signing” in the upper right corner.

• Customer Verification

» You will be prompted to enter the customer’s e-mail address.

» Make sure to enter an active e-mail address, this is where the customer will receive a

signed copy of the document.

» Enter the customer’s e-mail address and select “Begin Signing”.


• Host Signing

» You can now scroll through the document and review it with the customer.

» Clicking “Next” in the upper right hand corner will auto-skip to the next signing location.

» Tap on the orange tag, Select “Draw Your Initials” OR “Draw Your Signature


» Pass the iPad or computer to the customer and have them draw their signature.

» When they are done, select “Adopt”.

• After selecting “Adopt”, you will be automatically taken to the next signature tag.

• From here on out, the customer will simply need to tap the orange tag to populate their

signature.


Radio Buttons• When making selections with radio buttons, simply tap the box that you want to select.

• You can select one and only one option, both boxes cannot be checked at once.

• When the customer has signed all sections, select “Finish” and “Confirm Signing”.

***After confirming signature, you may be required to enter your Docusign password to complete

the signing.

ADDITIONAL INFORMATION

Multiple Signers• If multiple signers are required, you will receive separate copies of the document for each

signer.

• You will need to complete the signing process for each customer separately, then the signing

will be considered complete.

Document Delivery• Upon completion of the signing, all of the documents will be sent in to Suncrest Solar

automatically through Docusign.


Suncrest Solar ProAllianceUSING THE ENERGY MATRIX

The Energy Matrix is the CRM (customer relationship management) software, powered by

Salesforce that is used to manage all customers. Project dates, details, important information,

contacts, notes and status are all documented here. You will have access to the ProAlliance

Partner Portal where you can log in and request ASAPs for new customers, check the status of

existing customers and communicate to the Suncrest Solar team about your project.

The Feed:This is where you can view and leave comments that are related to your project. It is located at

the very top of the project page.

Progress Bar:Track your customers through the easy to use progress bar that updates automatically as your

customer moves through the process. Your customer has access to this as well.


Project Details:See all basic project information and customer contact information

Power Bill/Utility Call & Pre-Requirements:This section tracks the information we have received from the customer’s power bill and docu-

ments soft credit results.

Array Design, Suncrest Standard and Go Green:Here you can find your customer’s system array size in both the Suncrest Standard and Go Green

options.


Verification & Welcome Call – Contract Stage:Once you have completed the Welcome Call, here you can see all of the contract details like PPA

rate, contract number, contract length and escalator percentage.

Site Survey:This area tells you when your customer’s site survey will take place. This is typically the day after

the Welcome Call.

HOA:If the customer lives in a neighborhood with a home owners association, all of the information

regarding the HOA is displayed in this section. Suncrest Solar will take care of all HOA require-

ments but may reach out for assistance at times when necessary.


Permit Preparation & Permitting:You can track the status of the building permit and estimated pick up times here

Install:Array install, electrical install and service panel upgrade dates and details are tracked here.

Inspection:All inspection dates and details are displayed here. All cities require final inspections before

projects are considered complete.

Final & PTO:When customer reaches PTO Issued, they are allowed to turn on their system. This is received

from their utility company and is issued an average of 21 days after final inspection is approved.


Suncrest Solar ProAllianceSOLAR 101

This section walks you through the basics of solar. It explains in a simple manner how solar works,

the different equipment involved, and how net metering works. This information is valuable to

understand and be able to relay to a customer. There is also a short video on our website that

can be used as a tool to show customers how going solar with Suncrest works.

What equipment do we use and how does it all work together?

1–Solar Panels• Panels are mounted on the roof.

• Panels collect sunlight at convert

it to direct-current electricity.

2-Power Optimizers• A power optimizer is mounted to

each solar panel.

• Power optimizers work to ensure

that the system is operating at

maximum efficiency.


4–Solar Production Meter• AC electricity travels from the

inverter to a solar production

meter.

• This meter will measure the

amount of electricity that is being

generated by the solar array.

• This meter is used to determine

how much to bill a customer each

month.

3-Inverter• The inverter is mounted on the

side of the home.

• In the inverter, electricity is

changed from Direct Current to

Alternating Current.

• Alternating Current is the type

of electricity that is used by our

home appliances.

5–Net Meter• A net meter is owned by the utility

company and already exists on

residential homes.

• A net meter measures the net amount

of electricity that is being pulled from

the utility grid or sent to the utility

grid from the solar array.

We’ll learn more about how net

metering works later on…


Solar Energy System1. Modules

2. Optimizers

3. Inverter

4. Solar Production Meter

5. Net Meter

6. Main Service Panel

5–Main Service Panel (already exists on home)

• Electricity travels to the main

service panel and to the

appliances inside the home to be

used.

• If more electricity is being created

than being used, the electricity

travels to the utility grid, instead,

for others to use.


How Does Net Metering Work?

Net Metering is a service available to consumers under which electricity that is generated by the

solar energy system and not used by the consumer is delivered to the local utility grid and may

be used to offset electricity provided to the consumer by the utility grid.

Basically, unused electricity that is generated by the system is sold back to the utility company.

Utility bills become like a bank statement:

• Electricity delivered back to the utility grid acts like a deposit or credit.

• Electricity pulled from the utility grid acts like a withdrawal or debit.

Let’s look more closely at how this works….


How does net metering work?

Deposits (credits) – When the solar energy system is creating electricity and it is not being

used, it is delivered to the utility grid. This shows up as a credit on the bill.

Withdrawals (debits) – When consumers are using more electricity than their solar energy

system is creating, they are pulling electricity from the utility grid. This shows up as a debit on

the bill.

Net kWh – At the end of each day a consumer will have either a positive credit balance or a

negative balance based on their production vs. usage.

Balance – On a monthly statement, the balance is expressed in terms of dollars. Customers can

choose to have these credits paid out annually (at cash value) or rolled over to the next year.

Deposits kWh TO the Grid




1/1/2015

1/1/2015

1/1/2015

1/1/2015

9

9 -14

9 -14 -5

9 -14 -5 -$1.10

Withdrawals kWh FROM the Grid




Net kWh

Net kWh

Net kWh

Net kWh

Balance $

Balance $

Balance $

Balance $

January Statement

January Statement

January Statement

January Statement



Monthly Statement:Throughout the month, each day, a customer will have either a positive (credit) balance or a

negative (debit) balance.

At the end of the month the customer will receive a statement showing this balance.

In this example, the customer has a positive (credit) balance of $24.20 owed to them by the

utility company.

After switching to a net metered rate when going solar a customer pays an annual bill instead of

a monthly bill to their utility. Credits are also issued annually rather than monthly.


1/1/2015

Total

1/5/2015

..................

1/3/2015

..................

1/30/2015

1/2/2015

..................

..................

1/4/2015

..................

1/31/2015

9

350

14

....

12

....

15

13

....

....

7

....

12

-5

110

9

....

8

....

13

4

....

....

-1

....

-4

-$1.10

$24.20

$1.98

....

$1.76

....

$2.86

$0.88

....

....

-$0.22

....

-$0.88

-14

-15

....

-4

....

-8

-9

....

....

-8

....

-16

-240


Net kWh Balance $

January Statement



Jan 350 -240 110 24.2

Feb 354 -378 -24 -$5.28

Mar 361 -400 -39 -$8.58

Apr 382 -395 -13 -$2.86

May 427 -315 112 $24.64

Jun 453 -200 253 $55.66

Jul 471 -220 251 $55.22

Aug 466 -277 189 $41.58

Sep 463 -306 157 $34.54

Oct 411 -295 116 $25.52

Nov 363 -303 60 $13.20

Dec 347 -314 33 $7.26

Total 4848 1205 $265.10-3643


Net kWh Balance $

Annual Statement


Annual Statement:At the end of the year, the customer will receive a statement showing the net balance for the entire

year. In this example, the customer has a credit balance of $265.10 owed to them by the utility

company.

At the end of the year, there are 3 possible outcomes:Net Debit –The customer will be billed for the net amount that was pulled from the utility grid.

Net Credit Payout –There will be a net credit on the account and the customer will be paid that

amount by the utility company.

Net Credit Roll Over –There will be a net credit on the account which will roll over to the next year.

**The customer chooses how they want credits to be issued (paid out or rolled over) when the

PPA and interconnection applications are signed.**



Frequently Asked Questions:

How is kWh converted in to dollars?Kilowatt-hours are converted into dollars at the rate at which they would have been billed normally

and follow the same tier structure as a regular bill.

Why am I still receiving a bill from the utility company?Months with low production (winter months) will typically have a net debit and months with high

production (summer months) will result in a net credit. This will even out on an annual basis.

Can I still pay my bill monthly?Yes, customers are not required to pay their bill monthly but can send in payment if they choose to.


Suncrest Solar Teams

As you start to work with Suncrest, you will find that a lot goes behind what we do. In the

Suncrest Team Overview, you will see all of the teams it takes to run our world-class operation

and what each team does to support you.

SuncrestSolar

HUB Operations

Customer Service

Operations Support

FinancePartners

CreatesSystemDesigns

CompletesSolar ArrayInstallations

CompletesElectrical Portion of Array Installations

CompletesSite Surveys, Runs Permits and Completes Inspections

InstallTeamProcess

SalesSupport

BuildingDepartments Creates

Documentsfor Permitting

CompletesSystem Maintenance Requests

CompletesMain Serivce Panel Upgrades

ElectricalTeam

ArrayDesign

Customer Support

UtilityCompanies

Field Operations

Team

Branch Operations


Suncrest Solar ProAllianceFAQ/TIPS

We want you to be as prepared as possible as you go in to an appointment. Here are some of the

questions we have found that are typically asked. Reading over and knowing the ins and outs of the

contract will help you with some of the frequently asked questions as well.

What if I want to move during my contract?You simply sign the system over to the new homeowner or transfer the system to your new home.

What if I decide I want to buy the system?You have the option to purchase the system any time after 5 years has gone by in your contract.

Will I still have a bill from my utility company?Yes. You still have to pay a yearly interconnection fee in order to stay connected to the grid. You

may also have a bill if you choose a system size that does not cover all of your power usage.

What happens to the system after my contract ends?You can purchase the system for fair market value (this is usually a very cheap price).

What if my system doesn’t generate enough power?We guarantee the amount of production you sign up for. If your system isn’t producing this power,

Suncrest will perform maintenance on the system, or, if necessary, add more panels at no charge.

What if I start to use more power and need more panels?If your power usage changes and you need more panels to accommodate this, Suncrest will come

install more solar panels at no charge to you.

Is my system warrantied?Yes. Suncrest maintains ownership of the panels during your agreements and ensures they are

producing the agreed upon amount of power through the lifetime of the agreement.

Tips• Avoid knocking in areas that are extremely shaded by trees or other obstructions to the sunlight.

• Referrals from existing customers are a great way to generate new customers.

• Check in with a customer when they’re getting installed. It’s a great way to start conversation

with their neighbors.


Suncrest Solar ProAllianceTERRITORY REQUEST PROCESS

You have agreed to, and are authorized, to sell in certain areas on behalf of Suncrest. Please refer

to Exhibit B in your Suncrest Partner Agreement for a list of your approved counties. Certain

areas within your approved counties may be restricted depending on local laws. Please verify the

specific areas you would like to sell in with your ProAlliance representative prior to marketing on

behalf of Suncrest. If you wish to increase your market area please send an email to

[email protected] in the following format:

» Subject line: New Market Request – Partner Name

» List counties you wish to add

» Provide monthly sales projections for each county

» Provide anticipated start date for new market

Upon receipt, the Suncrest operations team will review your request and provide a response

within three business days. If your request includes counties that are not currently serviced by

Suncrest we will provide an estimated timeline for entering that market. We are committed to

your growth and will make every reasonable effort to open new markets as they make sense

from both an operational and financial standpoint.


Suncrest Solar ProAllianceCOMPLIANCE POLICY

Suncrest Solar has a zero tolerance policy for fraud or deceptive sales practices. It is crucial for

the success of Suncrest and all of our partners that we maintain an impeccable reputation in

our markets. It is your responsibility to drive this home with your sales reps and to make sure

every interaction made with a customer or potential customer is a positive one. We ask that

you take the initiative to monitor your online reputation, and quickly respond to and resolve any

complaints that may arise.

Interacting with Suncrest Corporate and fellow ProAlliance PartnersFrom time to time it is possible that a scenario may occur when a potential customer is

approached by more than one sales rep marketing Suncrest services. The proper response when

engaging with a customer that has already received an ASAP from Suncrest or a ProAlliance

Partner is to congratulate them on making a great decision and to move on without discussing

terms or details around the agreement. Should the customer have any questions about their

upcoming installation or agreement, please direct them to the Suncrest customer service

department at 866-238-0101. Should there be a case where a potential customer receives more

than one proposal for Suncrest services, the account will belong to the originator of the earliest

dated ASAP.


Suncrest Solar ProAllianceRETENTION AND CHARGEBACK

The purpose of this section is to provide clear procedures and expectations for handling

customer cancellation requests and how cancellations will effect funding that has already been

issued. Keep in mind that our goal is always 100% customer retention and we are focused on

consistently delivering a professional, world class service to you and your customers.

Cancellation Process

1. The customer submits a cancellation request through Suncrest Solar.

2. Suncrest Solar will use the following script to initiate the cancellation process:

a. “I am sorry to hear that you are wanting to cancel. I have included this information

in your account, and I will be reaching out to your Area Manager to get in touch with

you regarding the next steps.”

3. Suncrest Solar will reach out to the sales rep who owns the account to advise them of the

cancellation request.

4. Suncrest Solar will place the project in to a “Pending Cancel” status and halt all work.

a. This will set a 14 day timer for the sales rep to save the sale and contact Suncrest

Solar to place the project back in to an active status.

b. If 14 days pass and the sale has not been saved, Suncrest Solar will cancel the

project.

5. If, at any time, the customer wants to continue, the project can be restarted. Suncrest Solar

will make every attempt to continue from the same point that the project was cancelled but

certain steps may need to be re-done for some of, but not limited to, the following reasons:

a. The contract has expired

b. The building permit or permit application has expired

c. The interconnection application has expired

ChargebackIf a project is cancelled. All encompassed funds paid out for that project, including advances, will

be pulled back from the account to which they were delivered on the next scheduled payment

date. It is important here to remember that a project is not considered cancelled until 14 days

after the cancellation request is made by the customer.


Suncrest Solar ProAllianceMARKETING GUIDELINES

We are excited to have our partners proudly wear the Suncrest ProAlliance name and are happy

to provide you will the tools to do so. Here you will find your logo use options and guidelines.

• We have created a range of logos and branding for you to use. With the options provided, you

should have everything you need to brand your ProAlliance without any trouble.

• To access your logo options:

» Go to your Suncrest Solar ProAlliance Marketing folder in Egnyte

» Select the “logos” folder and you will find options including:

• Standard logo

• Can be used in print, web, clothing, etc.

• Letterhead

• Altering the logo

» You may only use the logo in the following colors

• Black

• White

• Grey

• Red

• No deceiving offers or representations can be made to customers in print materials or verbally

• Any type of fraud or deception

• Use of the logo

» Partners can brand themselves:

• Solely as their own company, using only their logos

• Co-branded with ProAlliance logo

• Solely with the ProAlliance logo

» Partners may not ever brand themselves with the Suncrest Corporate logo or represent

themselves as Suncrest employees

• Regardless of which logo is used, ProAlliance partner must make their relationship with

Suncrest clear during their sales pitch.


Suncrest Solar ProAllianceCONTACTS

Customer ServiceAll Inquiries

866.238.0101

Nick PerryDirector of Business

Development

561.214.3528

[email protected]

Judson SaccoProAlliance Account Manager

801.839.6612

[email protected]


Suncrest Solar ProAllianceCLOSING STATEMENT

Congratulations!

You’ve successfully completed the ProAlliance partner onboarding process, reviewed the

partner manual and are now ready start building your solar business. We are excited about

our partnership and hope this manual has given you a clear understanding of how we operate

our business. Clear and open communication, as well as understanding each other’s roles and

procedures will play a key role in our mutual success. If you have any questions regarding this

manual, Suncrest Solar or general industry topics, please feel free to contact your ProAlliance

account manager, who will be happy to assist you.

Good luck with your sales and marketing efforts! Suncrest is dedicated to supporting your

success every step of the way!


Suncrest Solar ProAllianceAPPENDIX

Alternating Current Electricity – The type of electricity that is used to power home appliances.

Electricity is converted from direct-current to alternating current in the inverter.

ASAP – A set of documents which includes a savings proposal, system design and solar contract.

Direct Current Electricity – The type of electricity that is generated by the solar panels.

Electricity is converted from direct current to alternating current in the inverter.

Docusign – An electronic signature software used to electronically obtain legally binding

signatures. Contracts, applications and other documents will be delivered to you through

Docusign.

Energy Matrix – The CRM (customer relationship management) software, powered by Salesforce

that is used to manage all customers.

Interconnection – The act of connecting a solar energy system to the utility grid.

Inverter – An electronic devise that changes direct current electricity to alternating current

electricity.

Kilowatt – A unit of electric power equal to 1000 Watts.

Kilowatt-hour – A unit of energy. Energy companies use the kilowatt-hour as the billing unit for

electricity.

Main Service Panel – A steel box that holds multiple circuit breakers wired to circuits that

distribute power throughout a home.

Net Meter – A meter which already exists on most homes which measures the amount of electric

energy provided to the utility grid vs electric energy provided from the utility grid.

Net Metering – A service to an electric consumer under which electric energy generated by a

consumer’s on-site generating facility (solar energy system) that is delivered to the local utility

grid may be used to offset electric energy provided to the consumer from the local utility grid.

Optimizers – DC to DC converters which maximizes system efficiency and electric energy

production.

Permission to Operate (PTO) – Permission from a consumer’s utility company to energize their

grid-tied solar energy system.


PPA (Power Purchase Agreement) – A financial arrangement in which a third-party developer

owns, operates, and maintains a solar energy system and a customer agrees to site the system on

its roof and purchase the system’s electric output for a predetermined period.

Service Panel Upgrade – An upgrade of the existing main service panel of a home to increase its

electrical capacity. This is sometimes required in order to install a circuit breaker for the solar

energy system.

Site Survey – A survey of a proposed project site to gather information related to the condition of

the roof or proposed mounting area, electrical system and solar access.

Solar Production Meter – A meter which measures the amount of electrical energy generated by

the solar energy system.

The Hub – The centralized location for operational activities of Suncrest Solar. The Suncrest Solar

Hub is located in Salt Lake City, Utah.

PARTNER GUIDEBOOK€¦ · Suncrest Solar ProAlliance INTRODUCTION Welcome to the Suncrest Solar...

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