New Community: Activation (M2) Checklist

The below checklist mirrors LightReach's full internal review process for M2s.

All requirements must be satisfied to achieve M2.

Each item detailed below features additional links to specific details.

Completing the M2 milestone requirements will require the customer to sign up for a webportal account. The Web portal invites are sent to the customer via Email directly from the finance portal.

(B) Customer's Activation (M2) Requirements

Item	Details
B1 Web Portal Account Sign Up	Homeowners will complete all requirements via their account (accessible via web browser or via app download). Sign Up invitation sent via email Click for Visual Email Subject Line: "Welcome to LightReach! Activate your financing" Click for Visual
B2 ID	All homeowners must complete identity verification. The homeowner web portal is the secure option to upload the ID for auto verification Driver's license or other state issued ID card Passport or passport card Resident permit ID or green card Click for visual
B3 ACH	All homeowners must complete ACH. The homeowner web portal is the secure option to upload the banking information Key in routing and account number Instant verification on majority of accounts Voided check verification, if necessary, on minority of accounts A bank statement may be uploaded in place of the voided check to verify routing and account number entered Click for visual
B4 Clear Facts Disclosure	A simple, non-invasive order summary. Homeowner 'checks' key details of their Energy Plan and 'signs off' on their order details. This feature helps recap key order details and reinforces the sale. Completed in a matter of seconds. After completion, a copy is emailed to the customer Click for visual

(A) Partner Administrative Requirements

Note: System Must be activated before submitting for M2.

	Item	What We're Checking For
A1	Monitoring Portal Access Required if not provided at M1	Monitoring site ID for inverter (and battery I/A) provided Site owner designation provided Current Transformers (CTs) installed correctly based on manufacturer requirements Cell kits and Revenue Grade Metering (RGM) are required on all projects. If equipment is placed indoors and the signal is weak, a cellular signal booster may be required. If cellular service is unavailable for the area, a wireless gateway or ethernet connection is required to establish remote monitoring (uncommon scenario).
A2	Permission to Operate	Submit Utility PTO proof such as letter/email copy, or screenshot of utility portal status.
A3	Incentives (I/A)	Documents submitted for applicable states

How to Submit the M2 Package in the portal

1. Access the customer account and select "Submit Package" in the top banner to upload documents for the next milestone:

2. Confirm that all requirements have been uploaded for submittal:

(S) Additional Submissions (if applicable):

	Item	What We're Checking For
S1	Conditional Approval	If the M1 Installation Package recieved conditional approval: Photos/Deliverables uploaded addressing the Conditional Approval notes
S2	Extended Warranty	Extended warranty purchased for inverter(s) without standard 25 year warranty. As of 5/29/25, LightReach will be stepping up to own the SolarEdge warranty application process. As such, the proof of extended warranty coverage for SolarEdge will no longer be required for M2. The EPC will still be responsible for the cost of the extended warranty, and LightReach will net the cost of the warranty for the milestone payment prior to batching. The inverter cost is based on the SolarEdge model. Price list can be found here: warranty-extension-pricelist-na.pdf
S3	Site Improvement Photos	If applicable, photos of the site improvements made such as tree removal or main panel upgrade.