Internal · Sales Operations

Generate Customer Agreement

Solar Energy System Purchase & Installation Agreement — populates the Version 1 master template, including BOC safe harbor mechanics under IRS Notice 2025-42.

Filling agreement 0%

Deal Phase

BOC Phase — Use Category Specifications

Allows Tier-based component descriptions (e.g., "Tier 1 modules ≥ 400W") instead of specific manufacturer/model. Final equipment selected during engineering. Recommended for the 70-day BOC window.

Why this matters: IRS Notice 2025-42 requires "identifiable property" — the project must be specific enough that auditors can tie the 5% deposit to this system. You don't need final engineering, but you do need: an address, a kW capacity, mounting type, and at least Tier-based component specs. Specific kW + mounting + Tier categories satisfies the test. "TBD" alone does not.

Parties

Customer Legal Name Required

Customer Type Required

Formation State Opt.

Customer Principal Address Required

Authorized Signatory Name

Signatory Title

Project & Premises

Project Reference / Name Required

Premises Address Required — installation site

Critical for BOC. The project address is required identified property — this cannot be TBD or generic.

Premises State Req.

County

Use Type

System Specification

DC Capacity Req.

kW DC

AC Capacity Req.

kW AC

Cannot be TBD. kW capacity is required identified property under IRS Notice 2025-42. Use ±15% tolerance language in the substitution standard for design refinement flexibility.

Estimated Annual Production (Year 1) Flexible

kWh AC

Optional — calculated from system specs during engineering. Document already disclaims production guarantees.

Module Tier / Manufacturer Flexible

Module Wattage Class Flexible

Module Quantity Flexible

Inverter Type Req.

Inverter Manufacturer Flexible

Mounting Type Req.

Mounting type is identified property. Cannot change post-BOC without re-establishing safe harbor (Section 4.2 Material Modification).

Energy Storage Optional

Pricing & Schedule

Total Contract Price (USD) Required

Effective Date Req.

Deposit Due Date Req. ≤ Jul 4, 2026

Target Installation Date Req.

Hard ceiling: Dec 31, 2030 (continuity safe harbor).

Agreement Number Req.

Deposit Wire Instructions

Bank Name

ABA / Routing

Account Number

Beneficiary Name

Raynora Signatory

Signatory Name

Title

Saved.

Saved Drafts