1. Workflow Management
• Request for
exception
approval
• HERO: Submit
for funding
• HERO: Send
completion
documents
• Permitting blocked, project needs review
• HERO NTP granted
• HERO call in equipment
• As-built: Project planning trueup
• As-built: Design center trueup
• As-built: Change order and NTP trueup
• Confirm plan set matches design
• Sign customer facing change order
• Order PE stamp
• Receive and process PE stamp
StandardTasksNonStandardTasks
• Assign additional SOW project to
subcontractor or Sunrun
• Procure additional SOW material
• Schedule additional SOW project
• Complete additional SOW project
• Prepare solar waterproofing subk
• Get solar waterproofing subk signed
• Prepare electrical subk
• Get electrical subk signed
• Record secondary permit signoff
• Prepare installation package
• Get installation package signed
• Grant installation schedule approval
• Schedule punch list item site visit
• Complete punch list items
• Get HOA application
• Prepare HOA application
• Submit HOA application
• Receive & process HOA approval
• Send HIC
• Receive HIC approval
• Create invoicing deliverable
• NTP exception review
• Create change order request
• As-built: Rebate trueup
• As-built: Permitting trueup
• As-built: Interconnection trueup
1 2 3 4 5 6 7
Contract Approval Site Audit Design Pre-Installation Approval Installation CompletionProject Initiation
• Submit final
rebate claim
• Submit final
interconnection
• Submit M3
proof (PTO)
• Approve M3
proof
• Submit UCC/
PUC
• Perform final
call to customer
• Verification call
• First PP call
• Submit proposal
• Review &
approve proposal
• Oracle entry
• Grant NTP
• Submit building permit application
• Receive and process building permit
• Apply for interconnection
• Confirm receipt of interconnection approval
• Submit rebate application
• Receive rebate reservation
• Confirm rebate amount
• Create final rebate claim document and send
to customer
• Receive final rebate claim with customer
signature
• Create initial design package
• Review & approve design package
• Send CAP
• Receive CAP
• Submit post-site audit change order
• Approve post site audit change order
• Request NTP
• Schedule
site audit
• Finish
site audit
• Schedule Installation
• Start installation
• Complete installation
• Submit M1 proof
• Approve M1 proof
• Schedule final inspection
• Confirm inspection window
• Record final inspection signoff (ESO)
• Perform installation complete call
to customer
• Submit meter registration
• Submit M2 proof
• Approve M2 proof