Renewable Energy Pre-Qualification Form

This Section Is For Commercial Energy Clients Only

Step 1/2 - Client Company Information

Client Company Name

Client Company Web Site (if one)

Address

City

Zip Code

State

Has the Clients' Company Been Bonded Before?

Contact Person And Position

Clients' Company Email Address

Direct Phone #

Installation Contact Phone Number

What City And State Is The Project Located?

Business Type:

What Is The End Users Stated Credit:

What Is The Clients' Business History?

Salesman Information

Sales Persons' Name

Sales Persons' Email

Sales Persons' Phone

1) Estimated Term Sheet- Signed
2) Mutual NDA
3) Three most recent Fiscal-Year-End Corporate Tax Returns (ALL PAGES, provide copy of Tax Extension if most recent year is not available).
4) Three most recent Year-End Audited Financial Statements.
5) Current YTD Financial Statements (no older than 90 days)
6) Three most recent monthly Bank Statements (complete statements all pages)
7) Current Schedule of Debts
8) Three Years Personal Tax Returns for All Owners (ALL PAGES, C corporation & Non Profit Exempt)
9) 990 form for Three most recent years for Non Profit Organizations
To be completed by Installer and Sales
10) Project Fact Sheet
A) Must be completed by Installer
B) Must be completed by Sales

Government Proposal
Statement of Moody's Rating
Audited Financial Statements or Last Three Years Financial Statements
Current Governmental Entity Budget
Executed Proposal, Contract or Award Letter from the Governmental Entity demonstrating project title