Document Verification Submission - Daylight Portal SOP
Daylight’s Project Review team will be checking for accuracy and completeness. If any documents are misrepresented, inaccurate, or incorrect - the project will be rejected and returned to the selling partner for correction.
Step 1: Open the Signed Project
Open the project in the Daylight Portal and go to the Document Verification section.
Step 2: Review What the Customer Signed
Open the signed PPA Agreement and confirm:
Customer name
Project address
System size
Annual production
Panel count
Battery quantity, if applicable
These values are the starting point for selecting the correct design documents.
Step 3: Find the Correct Design
Open the design platform used by your company.
Search for the customer and confirm:
Customer name
Project address
System size
Annual production
If multiple designs exist, use the system size and annual production from the signed agreement to identify the correct version.
Do not upload an older, alternate, or revised design unless it matches what the customer signed.
Step 4: Download the Required Documents
Download the following documents from your design platform:
Customer proposal
Production model
Shade report
Rename each file with the customer’s name and document type.
Example:
Smith – Customer Proposal
Smith – Production Model
Smith – Shade Report
Step 5: Confirm the Documents Match
Before uploading, compare the documents against each other and the signed PPA Agreement.
Confirm that the following information is accurate and consistent:
Customer and project address
System size
Panel count
Battery quantity
Annual production
Solar offset
Equipment information
The proposal, production model, and shade report must represent the same system that was presented to the customer.
Step 6: Daylight Review
Daylight’s review team will check that:
All uploaded documents are accurate and belong to the correct project.
The documents match the system the customer signed for.
The proposed system follows Daylight’s design guidelines and project standards.
If any information is missing, inaccurate, or mismatched, the project will be rejected. You will be notified of the issue so you can correct the discrepancy and resubmit the project.
Step 7: Upload and Submit
Upload each file to the correct location in the Document Verification section:
Customer Proposal
Production Model
Shade Report
Wait for each upload to finish and confirm that every required document shows as complete.
Click Submit Package.
NOTE Before You Submit
Confirm:
The documents belong to the correct customer and address.
The correct design version was selected.
System size and production match the signed PPA Agreement.
All documents represent the same proposed system.
The design follows Daylight’s design guidelines.
Each file was uploaded to the correct location.
Incorrect or mismatched documents will cause the project to be rejected and may delay the site survey, design, permitting, and installation.