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Solar Energy Plan: Installation (M1) Checklist

Full breakdown of everything LightReach reviews

The below checklist mirrors Palmetto LightReach's full internal review process for M1 Installation Review.

All requirements must be satisfied to achieve M1, and requirements are uniform across our ecosystem.

Each item detailed below features details and additional links to specific details.

(SQ) Site Qualifying

Item:

What We're Checking For:

SQ1

Account Details

  • Name, address, kW size matches planset & production model

SQ2

Contract Details

  • Production kWh & system size within tolerance (PPA vs Lease)

  • (I/A) Battery tab match what was installed

  • (I/A) Adders match what was installed

SQ3

Site Qualifying

SQ4

Third Party Invoice

  • Copy of materials invoice(s), clearly identifying component SKUs,

  • Upload under the “Invoice/BOM” section (unless instructed to elsewhere).

    • Bulk invoices are acceptable (date of receipt must be within 90 days of date of submission) when materials are ordered for multiple projects. In these cases, submit the bulk invoice, and an internal Bill of Materials that identifies the project address and specific project details.

(A) Administrative

Item:

What We're Checking For:

A1

Monitoring Portal Site ID

A2

Permits

  • Approved permit is provided (Status must be approved/issued)

  • Scheduled Inspection Date & Expected PTO Date Input (Required)

  • Scope of the permit is for the solar PV install

  • Address matches installation site

  • (I/A) Permit affidavit provided (Not common)

A3

Incentives (I/A)

A4

Utility Bill

  • Utility bill is a mandatory requirement for all markets, currently an M1 requirement.

  • For all new sales from 3/1/26, this existing requirement will shift to NTP.

  • Any overriding state or market specific utility bill/system requirements still apply.

(D) Design Package Documents

For guidance on major changes that would require as built design package documents refer to Design Package | Inputs and Deliverables.

Item:

What We're Checking For:

D1

Plan Set

  • System size & module count match vs what was installed on site

  • Module manufacturer & wattage match what was installed on site

  • Inverter, racking, & all other components match what was installed on site

  • Plan Set is accurate (within tolerance) vs what was installed on site (Tilt, azimuth, etc)

  • All equipment on AVL

D2

Production Model

D3

Shade Report

  • Correct deliverables provided

  • Design on the shade report is accurate vs what was installed on site (array tilts and azimuths within ± 5 degrees tolerance)

(IP) Install Photo Documentation

Item:

What We're Checking For:

IP1

Project Site

IP2

Roof / Mounting System

IP3

Electrical

IP4

(I/A) Storage

IP5

Project Completion

All requirements must be satisfied to achieve M1 Installation approval. Requirements are uniform across our ecosystem, however, the QC technician reviewing the submission may at their discretion grant conditional approvals. Conditional approvals are M1 approvals which grant leniency to submit certain missing or incomplete items at M2 Activation. Conditional approvals are automatically provided where reasonably possible.

  • May qualify for Conditional approval consideration: Minor missing uploads or basic installation fixes solved with a site visit

  • Will not qualify for Conditional approval consideration: Code violations, or violations of manufacturer specification, egregious workmanship issues, high submission error rates, etc.

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