Change Order Parameters & Thresholds
This section details various scenarios that may require a change order, and the business rules associated with those scenarios. Please note the differences between a PPA and a Lease on Production and System size change orders.
Change Type | Definition | Business Rule | Notes |
Production | Change in modeled/sold production. |
Click to viewPPA: If production (kWh) is within above (-5 to +10%) NO customer change order required Lease: If production (kWh) is within above (-5 to +10%) NO change order required and/or If system size (kW) is within (-5 to +10%) no customer change order required. |
Click to viewLR Portal update still required even if a customer change order is not. Changes must be reflected in Install Milestone submission. Note that PPA and Lease are treated differently. |
System Size | Change in system size |
Click to viewPPA: If production (kWh) is within above (-5 to +10%) NO customer change order required Lease: If production (kWh) is within above (-5 to +10%) NO customer change order required and/or If system size (kW) is within (-5 to +10%) NO customer change order required
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Click to viewLR Portal update still required even if a customer change order is not. Changes must be reflected in Install Milestone submission. Note that PPA and Lease are treated differently. |
Customer Name / Add or Remove Customer | Any change to the applicant(s) or names | New Contract Signature Required |
Click to viewAny changes to person(s) on the credit application will require a new contract. In some cases, this may simply require a brand new account altogether. |
Address | Property address | New Contract Signature Required |
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Utility | M1/M2 must match the sold utility. | New Contract Signature Required |
Click to viewRates may vary from one utility to another.
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Pricing, Payment, or Rate | Payment, escalator, or kWh rate | New Contract Signature Required |
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Equipment Brand | Change in manufacturer, model, etc | No Signature Required |
Click to viewNo signature as long as on AVL & wattage change doesn't exceed -5/+10 thresholds |
Down Payments, Offset, or Rebate | Not applicable | Not applicable |
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Steps to Complete a Change Order
Follow the below steps to complete a change order within the LR portal, and execute new contracts. The high level steps are below. Note that:
LightReach support can provide guidance on change orders. However...
LightReach support cannot manipulate pricing changes or execute price-related change orders on the Installer behalf. Sensitive information such as quote selection is the responsibility of the Installer.
First, void the initial contract (if applicable). Then, proceed to void the current quote.
Then, proceed to create a new quote, select & save. The new contract can now be sent.
Important things to note
Once a contract is sent, pricing, adders and PPW to the EPC are locked in.
Changes to system size, and any resulting pricing changes, will not go into effect unless a change order (new contract) is executed.