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Overview
During the acceptance stage of a project, our primary goal is to ensure the project is fully prepared to move forward. ESP's Acceptance team conducts a thorough review of all requirements, finance documents, contract information, and adders. By following this process, we can ensure smooth project execution, meeting our customers' expectations while adhering to all necessary guidelines and safety protocols.
Below are some of the key items the ESP Acceptance Team reviews. A project will typically sit in the acceptance stage for 3 business days.
Financing Review
- Verify the information in the contract matches the information that was entered into QuickBase
- Ensure there are no stipulations in the loan portal
- Once the information has been checked, the ESP Acceptance team will submit the project for NTP
Adders Review:
- Review all adders and verify if they fulfill the project's requirements
- Determine if any additional adders are needed.
- If adders are needed, the ESP acceptance team will add them to the project. If the adder results in a negative commission, the project will be placed on hold until the contract is resigned. Please refer to our Auto-Approval Adders section for more information.
Project Review
- Layout and Production
- Evaluate the layout and production to ensure it complies with homeowner requests
- Confirm that the project meets at least 80% of the sold production targets
- Electrical
- Conduct an electrical assessment to check for any damages and determine integration
- Batteries
- If batteries are part of the project, consider homeowner preferences
- Ensure sufficient clearance for battery installation.
- Roofing
- Check the roofing situation; if the roof is not installable, create a roof quote accordingly
- Permitting Concerns:
- Pay special attention to structures like converted garages, ADUs, and patio covers to address any specific permitting requirements.