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Milestone Requirements: Overview

High level overview of milestone requirements (M0, M1, M2).

Andrew - LR Product Expert avatar
Written by Andrew - LR Product Expert
Updated over a week ago

LightReach milestone requirements were designed by industry leaders with operations personnel in mind. You deliver quality to the homeowner, we make it simple to submit for milestone approvals. This article references a detailed breakdown of current milestones.

NTP:

Notice to Proceed (NTP) is synonymous with a fully signed & executed order. It is LightReach's signal to the Certified Installer that the contract package is fully executed, and the Installer has the go ahead to proceed with installation. Note that LightReach does not audit the physical site at NTP -- it is the responsibility of the installer to ensure full site eligibility prior to installing.

NTP (M0) Requirements Include:

  • Initial account/system details

  • Underwriting documents

  • Signed contract & completed customer task

When all requirements are completed and validated, NTP will be granted. The fastest path to NTP approval is through the homeowner's web portal account, which provides an avenue to instant approval on all NTP items.

Installation:

Installation is the first major operational milestone. The Certified Developer is signaling to LightReach that installation is physically complete, and accurate design documentation has been uploaded.

Installation (M1) Requirements Include:

  • Site Qualifying Review

  • Administrative uploads

  • Design Package Documents

  • Install Photo Documents

Activation:

Activation is the second operational milestone (M2). This signals to LightReach that the system is complete and active, communicating, and all required documentation has been uploaded.

Activation (M2) Requirements Include:

  • Monitoring Portal Access

  • PTO Documentation

  • Incentive Documents (If Applicable)

  • Extended Warranty Documentation (If applicable)

Submitting In the Portal:

Installation and Activation milestones are specific sections within the portal that require a full set of uploads and a formal submission. NTP, by contrast, does not have a formal submission button--rather, simply complete all NTP requirements to receive NTP status automatically.

  • NTP: Submit all requirements, NTP granted automatically

  • Installation: Formal submission section + button

  • PTO: Formal submission section + button

Each M1 and M2 section is clearly marked in the LightReach portal. Follow these easy steps to submit.

1. Access the customer account and scroll down to the desired milestone package

2. Upload all requirement sets

3. When ready, finalize by clicking "Submit"

4. Resolving Rejections:

Statuses for rejections range from below. Once all necessary items are corrected, upload the adjusted document(s) and click the Submit button.

  • Not Completed: Item not uploaded

  • Missing Documentation: Missing part of a required item

  • Illegible Documentation: Blurry or low resolution uploads

  • Incorrect Documentation: Wrong item uploaded

  • Code Violation: Not acceptable to standard national or state codes

  • Poor Workmanship: Quality improvement or rework required

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