Parties
Legal names and contact details for the customer-generator, installer (if applicable), and the utility that will accept exported energy.
The NEM Agreement documents how exported generation is measured and credited, protecting both the customer and the utility. It clarifies billing treatment, liability allocation, and meter ownership, and it is typically required to activate net metering credits and comply with interconnection procedures.
Each signer should have authority to bind their organization or household and access to system specifications to complete technical exhibits.
Legal names and contact details for the customer-generator, installer (if applicable), and the utility that will accept exported energy.
Installed capacity, inverter type, single‑line diagram reference, and expected commissioning date with any equipment serial numbers or model numbers noted.
Method of metering, netting period (monthly/annual), credit calculation, and billing cycle adjustments for exported energy.
Permission to connect, required protective devices, testing requirements, conditions for disconnection, and utility inspection rights.
Indemnity allocation, required insurance limits, and responsibilities for maintenance and damages caused by the generation equipment.
Signature blocks, authorized signer designations, effective date, and any witness or notarization lines if required by the utility or state.
| Field | Configuration |
|---|---|
| System Size Field | Numeric with kW suffix |
| Attachment Field | Required when capacity exceeds threshold |
| Signer Order | Customer then utility |
| Notifications | Email on each completed step |
Ensure the platform can produce an audit trail and export a notarizable PDF if your utility or state requires notarization or witnessed signatures.
Utility acknowledges receipt within business days
Utility performs engineering review; timing varies
On-site inspection may be scheduled before activation
Meter replacement or reprogramming if required
Net metering credits start after final sign-off
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Optica prepared unified agreement packets for multiple residential installs to simplify utility review.
Xerox used standardized agreement templates across sites to capture consistent system metadata.