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Geothermal: Loop Field Requirements

The Loop Field Milestone confirms that the underground geothermal loop field has been fully installed and verified before moving into indoor equipment installation.

Loop Field is the first operational milestone. To complete the Loop Field submission, dealers must submit documentation through the Finco Portal or API showing that the loop field meets Palmetto engineering and quality standards.

Supported Configurations

  • Loop field: closed-loop only — either vertical bore or horizontal trench

  • Indoor unit: forced-air (ducted)

Not supported in the initial version

  • Pond/lake loops

  • Hydronic/radiant indoor configurations

  • Retrofits and new construction (only whole-system installs at existing homes)

Required Deliverables


  • Design Documents

    • Load calculation and equipment selection (Manual J & S)

    • Loop Design Report


  • Permit Approved

    • Permit Submitted Date / Approved Date



  • Driller Information

    • Driller Name

    • Driller License



  • Pressure Test Results


  • Loop Field Photos
    Provide clear installation photos showing:

    • Trenches or boreholes before backfill

    • Pipe placement and fusion joints

    • Headers and manifold connections

    • Grouting setup and completion


  • Design Documents


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