Document Index
The Document Index is the lookup layer for project requirements. Use it to find a document, understand where it appears in the milestone flow, and jump to the individual document reference page.
DocumentMilestoneDeal TypeNotes
Signed PPA AgreementMAC-authored
NTP, M1 if change order
ResidentialCommercial
The owner name, signee, property address, system size, production, rate, term, and battery details must align with the project record.
Copy of the ProposalPartner-submitted
NTP, M1 if change order
ResidentialCommercial
The proposal should match the executed PPA scope and values.
Property Owner's Driver's LicenseCustomer-submitted
NTP
ResidentialCommercial
Residential license should match the PPA signee. Commercial license should belong to an authorized signer.
Property Ownership VerificationCustomer-submitted
NTP
ResidentialCommercial
A deed, title, or recent mortgage statement is sufficient if it clearly supports ownership.
Property Certificate of Insurance (COI)Customer-submitted
NTP
ResidentialCommercial
Use the current homeowner's or property insurance certificate.
Credit Report (Soft Pull)External-generated
NTP
Residential
Residential only. The customer submits the soft-pull form; no document upload is required.
Recent Utility BillsCustomer-submitted
NTP
ResidentialCommercial
Residential uses two most recent monthly statements. Commercial uses twelve.
Bank InfoCustomer-submitted
NTP
ResidentialCommercial
Use a voided check or signed Bank Authorization Form.
Business Ownership Structure DeclarationMAC-authored
NTP
Commercial
Commercial only. Validates that the signee is authorized to sign for the entity.
Most Recent Financial Statements (Commercial)Customer-submitted
NTP
Commercial
Commercial only. Submit one complete six-document set for the entity type.
NTP Approval NoticeMAC-generated
M1 prerequisite
ResidentialCommercial
Triggered by MAC Financial via email; prerequisite for M1 rather than an EPC upload item.
Site Survey ReportPartner-submitted
M1
ResidentialCommercial
Required at M1 to support design and installation readiness.
Design / Engineering ReportPartner-submitted
M1, M2 if change order
ResidentialCommercial
Required at M1 and again at M2 if a change order occurred.
Bill of Material (BOM)Partner-submitted
M1, M2 if change order
ResidentialCommercial
Equipment must support Domestic Content and FEOC compliance against MAC's AVL.
Property AppraisalExternal-generated
M1 if requested
ResidentialCommercial
Only required when MAC requests it.
Environmental ReportExternal-generated
M1 if requested
ResidentialCommercial
Only required when MAC requests it.
M1 Approval / Work OrderMAC-authored
M1
ResidentialCommercial
Locks Total Contract Amount, payment distribution, Supplier Direct Pay treatment, and project scope.
Install-Complete PhotosPartner-submitted
M2
ResidentialCommercial
Missing install photos delay M2 payment.
Access to Monitoring PortalPartner-submitted
M2
ResidentialCommercial
Use Monitoring@getmacfinance.com for all monitoring portal access.
System Registered & Commissioned PhotoPartner-submitted
M2
ResidentialCommercial
Shows the system is registered, commissioned, and reporting to the platform.
City / County PermittingExternal-generated
M2
ResidentialCommercial
Submit permitting evidence from the local authority.
NEM Utility ApplicationExternal-generated
M2
ResidentialCommercial
Submit the net-energy-metering or interconnection application evidence.
Passed Final Building & Electrical InspectionExternal-generated
M2
ResidentialCommercial
MAC verifies inspection evidence when reviewing M2.
Approved PTO Document from UtilityExternal-generated
M3
ResidentialCommercial
Full PTO is what unlocks M3; interim or conditional PTO may not be sufficient.
Newly Installed Meter / Interconnection PhotoPartner-submitted
M3
ResidentialCommercial
Photo evidence of meter or interconnection work after utility approval.
System Production Photo (Turned On)Partner-submitted
M3
ResidentialCommercial
M3 requires production evidence from the monitoring portal.
DocumentMilestoneDeal TypeNotes
Signed PPA AgreementMAC-authored
NTP, M1 if change order
ResidentialCommercial
The owner name, signee, property address, system size, production, rate, term, and battery details must align with the project record.
Copy of the ProposalPartner-submitted
NTP, M1 if change order
ResidentialCommercial
The proposal should match the executed PPA scope and values.
Property Owner's Driver's LicenseCustomer-submitted
NTP
ResidentialCommercial
Residential license should match the PPA signee. Commercial license should belong to an authorized signer.
Property Ownership VerificationCustomer-submitted
NTP
ResidentialCommercial
A deed, title, or recent mortgage statement is sufficient if it clearly supports ownership.
Property Certificate of Insurance (COI)Customer-submitted
NTP
ResidentialCommercial
Use the current homeowner's or property insurance certificate.
Credit Report (Soft Pull)External-generated
NTP
Residential
Residential only. The customer submits the soft-pull form; no document upload is required.
Recent Utility BillsCustomer-submitted
NTP
ResidentialCommercial
Residential uses two most recent monthly statements. Commercial uses twelve.
Bank InfoCustomer-submitted
NTP
ResidentialCommercial
Use a voided check or signed Bank Authorization Form.
NTP Approval NoticeMAC-generated
M1 prerequisite
ResidentialCommercial
Triggered by MAC Financial via email; prerequisite for M1 rather than an EPC upload item.
Site Survey ReportPartner-submitted
M1
ResidentialCommercial
Required at M1 to support design and installation readiness.
Design / Engineering ReportPartner-submitted
M1, M2 if change order
ResidentialCommercial
Required at M1 and again at M2 if a change order occurred.
Bill of Material (BOM)Partner-submitted
M1, M2 if change order
ResidentialCommercial
Equipment must support Domestic Content and FEOC compliance against MAC's AVL.
Property AppraisalExternal-generated
M1 if requested
ResidentialCommercial
Only required when MAC requests it.
Environmental ReportExternal-generated
M1 if requested
ResidentialCommercial
Only required when MAC requests it.
M1 Approval / Work OrderMAC-authored
M1
ResidentialCommercial
Locks Total Contract Amount, payment distribution, Supplier Direct Pay treatment, and project scope.
Install-Complete PhotosPartner-submitted
M2
ResidentialCommercial
Missing install photos delay M2 payment.
Access to Monitoring PortalPartner-submitted
M2
ResidentialCommercial
Use Monitoring@getmacfinance.com for all monitoring portal access.
System Registered & Commissioned PhotoPartner-submitted
M2
ResidentialCommercial
Shows the system is registered, commissioned, and reporting to the platform.
City / County PermittingExternal-generated
M2
ResidentialCommercial
Submit permitting evidence from the local authority.
NEM Utility ApplicationExternal-generated
M2
ResidentialCommercial
Submit the net-energy-metering or interconnection application evidence.
Passed Final Building & Electrical InspectionExternal-generated
M2
ResidentialCommercial
MAC verifies inspection evidence when reviewing M2.
Approved PTO Document from UtilityExternal-generated
M3
ResidentialCommercial
Full PTO is what unlocks M3; interim or conditional PTO may not be sufficient.
Newly Installed Meter / Interconnection PhotoPartner-submitted
M3
ResidentialCommercial
Photo evidence of meter or interconnection work after utility approval.
System Production Photo (Turned On)Partner-submitted
M3
ResidentialCommercial
M3 requires production evidence from the monitoring portal.
DocumentMilestoneDeal TypeNotes
Signed PPA AgreementMAC-authored
NTP, M1 if change order
ResidentialCommercial
The owner name, signee, property address, system size, production, rate, term, and battery details must align with the project record.
Copy of the ProposalPartner-submitted
NTP, M1 if change order
ResidentialCommercial
The proposal should match the executed PPA scope and values.
Property Owner's Driver's LicenseCustomer-submitted
NTP
ResidentialCommercial
Residential license should match the PPA signee. Commercial license should belong to an authorized signer.
Property Ownership VerificationCustomer-submitted
NTP
ResidentialCommercial
A deed, title, or recent mortgage statement is sufficient if it clearly supports ownership.
Property Certificate of Insurance (COI)Customer-submitted
NTP
ResidentialCommercial
Use the current homeowner's or property insurance certificate.
Recent Utility BillsCustomer-submitted
NTP
ResidentialCommercial
Residential uses two most recent monthly statements. Commercial uses twelve.
Bank InfoCustomer-submitted
NTP
ResidentialCommercial
Use a voided check or signed Bank Authorization Form.
Business Ownership Structure DeclarationMAC-authored
NTP
Commercial
Commercial only. Validates that the signee is authorized to sign for the entity.
Most Recent Financial Statements (Commercial)Customer-submitted
NTP
Commercial
Commercial only. Submit one complete six-document set for the entity type.
NTP Approval NoticeMAC-generated
M1 prerequisite
ResidentialCommercial
Triggered by MAC Financial via email; prerequisite for M1 rather than an EPC upload item.
Site Survey ReportPartner-submitted
M1
ResidentialCommercial
Required at M1 to support design and installation readiness.
Design / Engineering ReportPartner-submitted
M1, M2 if change order
ResidentialCommercial
Required at M1 and again at M2 if a change order occurred.
Bill of Material (BOM)Partner-submitted
M1, M2 if change order
ResidentialCommercial
Equipment must support Domestic Content and FEOC compliance against MAC's AVL.
Property AppraisalExternal-generated
M1 if requested
ResidentialCommercial
Only required when MAC requests it.
Environmental ReportExternal-generated
M1 if requested
ResidentialCommercial
Only required when MAC requests it.
M1 Approval / Work OrderMAC-authored
M1
ResidentialCommercial
Locks Total Contract Amount, payment distribution, Supplier Direct Pay treatment, and project scope.
Install-Complete PhotosPartner-submitted
M2
ResidentialCommercial
Missing install photos delay M2 payment.
Access to Monitoring PortalPartner-submitted
M2
ResidentialCommercial
Use Monitoring@getmacfinance.com for all monitoring portal access.
System Registered & Commissioned PhotoPartner-submitted
M2
ResidentialCommercial
Shows the system is registered, commissioned, and reporting to the platform.
City / County PermittingExternal-generated
M2
ResidentialCommercial
Submit permitting evidence from the local authority.
NEM Utility ApplicationExternal-generated
M2
ResidentialCommercial
Submit the net-energy-metering or interconnection application evidence.
Passed Final Building & Electrical InspectionExternal-generated
M2
ResidentialCommercial
MAC verifies inspection evidence when reviewing M2.
Approved PTO Document from UtilityExternal-generated
M3
ResidentialCommercial
Full PTO is what unlocks M3; interim or conditional PTO may not be sufficient.
Newly Installed Meter / Interconnection PhotoPartner-submitted
M3
ResidentialCommercial
Photo evidence of meter or interconnection work after utility approval.
System Production Photo (Turned On)Partner-submitted
M3
ResidentialCommercial
M3 requires production evidence from the monitoring portal.