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
