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The document provides an overview of CPF's FA training. It discusses: 1) CPF has several funds including Kilowatt, Tredegar, GreenDay, Integrys and Corinthian. CPF has departments like Sales, Marketing, Customer Support, Product, Development, and Field Operations. 2) CPF has three financial milestones - Consumer Acceptance, Installation Completion, and Final Acceptance. 3) CPF works with a processing partner called Aegis in Mumbai, India. 4) The FA team's role is to review the third and final stage of deals after the solar system is built to ensure it is working properly and approved to operate by the
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Fac training slides fa
- 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