The OpenSolar quoting platform complies with the Clean Energy Council’s (CEC) Code of Conduct for the sections that are covered in the quotation. Please note that using OpenSolar’s proposal will not guarantee that your company will get approved as an Accredited Retailer since the CEC assesses other aspects too (i.e. directors, company history, your testimonials, and your company’s Terms and Conditions that you upload into the OpenSolar proposal). Please ensure that your Terms and Conditions cover all essential items, as outlined in the Code of Conduct which you can download from the CEC Code of Conduct webpage.
Here we list some points that you need to include so you can satisfy the CEC Approved Solar Retailer requirements with OpenSolar:
- Make sure that you update to the newest proposal template.
(Control > Proposal Template > + Create)
- Add your company's terms and conditions in the business details section.
- The written contract to the customer should contain an itemised list of the goods to be supplied with full specs of the products, manufacturers model code, performance information, and the total system price (Code 2.1.6 a-d)
- The Quote document section needs to show the payment method(s) and indicate when a deposit payment is required (Code section 2.1.6 h). OpenSolar pro users can switch on payment options and deposit payment instructions by following these steps.
Another feature that we will incorporate in a future release is the functionality to retake signatures from the end customer. This is to allow for the Code requirement that a consumer is entitled to a full refund if extra chargeable work arises, if the site-specific performance estimate is provided after the expiry of any cooling-off periods and not consented to, and if the final system design is different to that agreed to at the point of contract. (Code section 2.2.3 – 2.2.4). Failure to obtain approval may lead to a full system refund entitlement.
The CEC in 2021 made it a requirement to note the inverter location on the proposal. You can use our easy annotations functionality to do that. Please see this article.
We will continue to update this page with more information.