| Impact Weight (1-100) | 60 |
|---|---|
| Security Level | Sales Staff Staff Leadership Sales Leadership Admin |
| Evergreen Weight (1-100) | 5 |
| Status | Inactive |
| Date Created | Jun 1, 2026 |
| Last Updated | Jun 1, 2026 |
| Channel | Dealer Empower X |
| Owner | Daniel Force |
Complete guide to Goodleap Complete Packet requirements for funding approval.
📋 Goodleap Complete Packet Checklist
- Utility Bill (no more than 6 months old)
- Site Survey scheduled
- Verification Checklist completed
- Battery Ratio meets 150% Empower standard
- Green Button Data (6 months, 15-min intervals)
- NEM Settlement Bill or True Up Bill
- Add-Ons Compliance (if applicable)
- Second System Documentation (if applicable)
💡 Key Requirements
Utility Bill
- Must be dated no more than 6 months old
- Recent bill required for usage verification
- Ensures current consumption patterns
Site Survey
- Must be scheduled before proceeding
- Required for system design validation
- Cannot proceed without completed survey
Battery Ratio
- 150% of Empower standard
- Critical for system sizing compliance
- Affects funding approval
Required Utility Information
- Green Button Data: 6 months of 15-minute intervals
- NEM Settlement Bill OR True Up Bill
- Detailed usage patterns for accurate sizing
🔄 Add-Ons Specifications
When adding components to existing systems:
- Battery Ratio: 175%-250%
- Offset Maximum: 100%
- Higher ratios required for system additions
🏠 Second System Requirement
Critical for existing solar customers:
Operational Requirement
- Existing system must be operational for 12+ months
- Required for funding eligibility
- No exceptions to this timeline
Required Documentation
Provide ONE of the following:
- PTO Letter (Permission to Operate)
- NEM2 Rate Bill from 12+ months ago
- NEM3 Bill from 12+ months ago
⚠️ Common Issues to Avoid
- Outdated Utility Bills: Bills older than 6 months will be rejected
- Missing Green Button Data: Required for accurate usage analysis
- Incomplete Second System Documentation: Must prove 12+ month operation
- Battery Ratio Errors: Must meet minimum 150% standard
- Unscheduled Site Surveys: Cannot proceed without scheduling
🎯 Tips for Success
- Verify Bill Dates: Check utility bill age before submission
- Request Green Button Early: Allow time for utility data retrieval
- Schedule Surveys Immediately: Don't delay required site visits
- Organize Documentation: Keep all second system proof ready
- Double-Check Ratios: Verify battery sizing calculations
Need help with specific requirements? Contact the operations team for clarification.