| 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 Sunrun Complete Packet requirements for funding approval.
📋 Sunrun Complete Packet Checklist
- Current Utility Bill required
- Green Button Data (12 months detailed usage)
- Site Survey scheduled before proceeding
- Verification Call (mandatory homeowner confirmation)
- Data Accuracy (usage matches Green Button exactly)
💡 Key Requirements
Utility Bill
- Current bill required
- Most recent available bill
- Must be up-to-date for accurate analysis
Green Button Data
- 12 months of detailed usage data
- Comprehensive consumption history
- Required for accurate system sizing
Site Survey
- Must be scheduled before proceeding
- Cannot advance without scheduling
- Essential for system design validation
Verification Call
- Mandatory confirmation with homeowner
- Direct customer verification required
- Cannot be skipped or delayed
🚨 Critical Requirement: Data Accuracy
Usage Matching Requirement
Usage entered for proposal MUST MATCH Green Button data provided
- Zero tolerance for discrepancies
- Ensure data accuracy to avoid processing delays
- Potential rejection if data doesn't match
- Double-check all numbers before submission
Why This Matters
- Sunrun has the strictest data accuracy requirements
- Any mismatch can cause immediate rejection
- Delays impact entire project timeline
- Accuracy is non-negotiable
⚠️ Common Issues to Avoid
- Data Mismatches: Green Button vs proposal discrepancies
- Outdated Bills: Using old instead of current bill
- Incomplete Green Button: Missing full 12 months
- Skipped Verification: Missing mandatory customer call
- Unscheduled Surveys: Proceeding without scheduling
🎯 Tips for Success
Data Accuracy
- Triple-check all numbers before submission
- Verify Green Button data matches proposal exactly
- Use current bills only - no exceptions
- Cross-reference all usage data points
Process Management
- Schedule verification calls immediately
- Complete site surveys promptly
- Organize documentation systematically
- Follow up consistently on all requirements
📊 Data Collection Process
- Collect Current Bill → Most recent utility statement
- Gather Green Button → Full 12 months of detailed data
- Verify Accuracy → Match all usage numbers exactly
- Schedule Survey → Site visit coordination
- Verification Call → Mandatory customer confirmation
- Submit for Complete Packet → Complete package review
🔍 Quality Control
Before submission, verify:
- ✅ Current utility bill attached
- ✅ 12 months Green Button data complete
- ✅ All usage numbers match exactly
- ✅ Site survey scheduled
- ✅ Verification call completed
Questions about Sunrun data requirements? Contact the operations team immediately.