Skip to main content

HEP: Installation Requirements

Updated over a week ago

All Home Efficiency Plan (HEP) projects must meet a short list of required items to be approved for funding. This guide outlines what needs to be submitted to the LightReach portal and why it matters:

  • Confirm the sale is valid and complete

  • Avoid delays, rework, or rejections during install review

  • Support smooth project progression through the LightReach ecosystem

Key Disclaimers:

  • AVL: Installed equipment must be on the LightReach AVL, without exception.

  • Customer Sign-Off: Completed by the customer via their home.palmetto.com account.

    • Review and confirm key details about your system through a simple checklist. This ensures that items such as installation completion, system functionality, and job conditions are completed satisfactorily.

    • Document will auto-approve after 3 days if not completed by customer.

All requirements must be satisfied to achieve funding. Requirements are uniform across our ecosystem, LightReach does not grant exceptions by request.
​
Rejections can include: Code violations, or violations of manufacturer specification, egregious workmanship issues, high submission error rates, etc.
​

1

System Install Date

Input the installation date

Click for Visual

2

All Installation Documentation

  • Upload all documents and photos collected during the new system installation. These typically include a Load Calculation, Install Commissioning Document(s), and New System Photos.

  • HEP: Installation Submission Checklist

Click for Visual

3

System

  • Equipment & Materials

    -Update applicable Equipment & Materials for the proposal.

  • Accessories

    -Update applicable Accessories for the proposal.

  • Zoning

    -Update applicable Zoning for the proposal.

Click for Visual

4

AHRI Number

Click for Visual

5

Incentive Attestation

Confirmed during the submission process by the Certified Installer. Attests that:

  • I attest that the customer has been informed of all potential incentive eligibility, and that their system is not eligible for tax credit

Click for Visual

5

Permit Attestation

Confirmed during the submission process by the Certified Installer. Attests that:

  • I attest that I have or will apply for any and all necessary permits with the local authority having jurisdiction

Click for Visual

6.

Submit for Review

  • If everything has been submitted, hit Submit

Click for Visual

Customer Sign Off

Completed by the customer via their home.palmetto.com account. ​

  • Access: The checklist becomes available in the customers app as soon as the project reaches the NTP milestone, customer will receive reminders on the Consumer App.

  • Complete the Checklist: After the Install Package is submitted, customer will have 3 days to complete their sign-off or reach out to your contractor if changes are needed. If no action is taken within 3 days, the Customer Sign-Off will be marked as complete, and the Install milestone will be finalized.

Click for Visual

Click on "Confirm Installation"

Click on "I confirm", type name in the digital signature and hit submit


​

Did this answer your question?