Portal Updates & Program Help Guides

Disclosure Form: Make a Copy, Archive, Improved Management

• Make a copy allows for data on a disclosure form to be copied onto a new form. This solution should make new form generation and data corrections faster and easier. The disclosure form search layout will also be improved, with the ability to search by customer name and installation address and to filter by all fields on the dashboard. AVs and Designees will also be able to Archive forms that are no longer necessary to the AV.

Disclosure Form: Distributed Generation APIs for Purchase, PPA, and Lease Disclosure Forms

• Allows for the generation and submission of disclosure forms to utilize an Application Programming Interface (API). This solution should assist Approved Vendors and their Designees in more efficient disclosure form generation and submission. A working group will be created in late Summer/Fall 2023 in order to develop this tool and is open to all Approved Vendors and Designees that intend to utilize this tool once released. Those interested in participating in this working group should reach out to [email protected].

Project Searchability Feature on External Website

• This tool will allow program participants and customers to utilize a search tool on the Program website in order to determine the status of a specific project without needing to call the Program Administrator or for Approved Vendors and Designees, sign in to the portal. This tool will allow for searching by project ID, disclosure form ID, or customer email address.

Approved Vendor Dashboard

• A centralized place in the portal for AVs to take all of their programmatic actions. Features will be rolled out as completed and may include: actionable applications, program announcements, need info communications, consumer protection warnings, designee management, application withdrawals.