FA Training

1. FA Training
July, 2014

2. Confidential 2
CPF Overview
 Funds
– Kilowatt, Tredegar, GreenDay, Integrys and Corinthian
 Departments: FAC in Financial Operations; SVP Steve Olszewski
– Sales: Drive new partner volume and homeowners from Sale to Build
– Marketing: Drives new volume between partners and CPF with Channel Marketing
– Customer Support: Communication liaison between sales and operations
– Product: A hub at CPF, work between all teams to make process updates
– Development: Software developers that supports CPF Tools workflow integration
– Field Operations: Maintain system once on the roof
 CPF Financial Operations: Three Milestones
– Consumer Acceptance (CAC), Installation Completion (IC), Final Acceptance (FA)
 Aegis
– CPF Deal Processing partner in Mumbai, India
 Other
– CPF Acronyms – There are Many, Reference SOP’s and Learn by Listening & Questions!
– CPF Employee List, CPF Competitive Intelligence
Agenda

3. Confidential 3
FA Team
 FA Milestone: 3rd and Last Stage of CPF Deal Processing Review
 FA occurs after the System is built; Is it working properly
– Ensures the system is turned on and generating power
– Confirms the system is approved to be turned on by the utility and that a final inspection
took place
 When FA Certificate is Issued:
– Job has successfully completed all 3 milestones
– Installer receives remaining 20% of payment

4. Confidential 4
FA Team
 Team Leads:
– Issuing FAC’s, also known as “Signing”
Bonni Haslem
Sumaiyya Malik
Agenda

5. Confidential 5
FA Document Review
 Permission to Operate (PTO letter)
 All Permits Provided (Final permit)
 Rebates Confirmation
 Conditional Waiver - Final
 Signed Final Acceptance Certificate
 Commissioning Report (Corinthian and some Kilowatt only)
 Final TSS
 System Activation
 Final Equipment Lien Payment
Agenda

6. Confidential 6
Processing a Job at FA
Agenda

7. Confidential 7
Processing a Job at FA
Agenda