Change Order Parameters & Thresholds
This section details various scenarios that may require a change order, and the business rules associated with those scenarios.
Change Type | Definition | Business Rule | Notes |
Customer Name / Add 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 |
|
Pricing, Payment, or Lease Term | System price, payment, escalator, or term length | New Contract Signature Required |
|
Equipment Manufacturer | Change in manufacturer | New Contract Signature Required |
Click to viewNot required if only battery model # changes with no material change in specifications (such as capacity), or if switching from a domestic to non-domestic model, for example |
Quantity | Change in battery count | New Contract Signature Required |
|
Configuration | Change in type of backup (backup OR arbitrage) | New Contract Signature Required |
|
Battery Specification | Change in kWh capacity | New Contract Signature Required |
|
Peripheral Equipment | Changes in battery peripheral equipment (e.g., backup switch vs. gateway for PW3) | No Change Order Required |
Click to viewFlexibility to use the correct equipment required for the site
|
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:
NOTE: Images above currently reflect quotes from the solar program. However, the change order and new quote/ contract procedure for Energy Backup is identical
Important things to note
Once a contract is sent, the customers payment rate and system price are locked in.
Any changes in pricing calculation will not go into effect unless a change order (new contract) is executed.