Professional Documents
Culture Documents
Our mission is to install solar on every rooftop, of every home, in the U.S. while providing the
opportunity for every family we serve to save money, add value to their homes, and improve the
quality of their lives through renewable technology.
Code of Honor:
4. Do what you say you will do, sometimes more, but never less.
7. Take ownership and responsibility. e.g., Do not lay blame, justification, finger-pointing, or
denial.
10. Deal direct, be willing to “call it” and be “called out.” Communicate any issue to the
appropriate person who can do something about it. Go direct. Critic in private. Praise in public.
ApricotSolar.com
Form
(Rev. October 2018)
W-9 Request for Taxpayer
Identification Number and Certification
Give Form to the
requester. Do not
Department of the Treasury send to the IRS.
Internal Revenue Service ▶ Go to www.irs.gov/FormW9 for instructions and the latest information.
1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank.
Stephanie Alexandra Taylor
2 Business name/disregarded entity name, if different from above
See Specific Instructions on page 3.
3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the 4 Exemptions (codes apply only to
following seven boxes. certain entities, not individuals; see
instructions on page 3):
Individual/sole proprietor or C Corporation S Corporation Partnership Trust/estate
single-member LLC Exempt payee code (if any)
Print or type.
Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) ▶
Note: Check the appropriate box in the line above for the tax classification of the single-member owner. Do not check Exemption from FATCA reporting
LLC if the LLC is classified as a single-member LLC that is disregarded from the owner unless the owner of the LLC is
code (if any)
another LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single-member LLC that
is disregarded from the owner should check the appropriate box for the tax classification of its owner.
Other (see instructions) ▶ (Applies to accounts maintained outside the U.S.)
5 Address (number, street, and apt. or suite no.) See instructions. Requester’s name and address (optional)
Carrera 85c #18-27 apto.201
6 City, state, and ZIP code
Cali, valle del cauca, 760032
7 List account number(s) here (optional)
Part II Certification
Under penalties of perjury, I certify that:
1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and
2. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue
Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am
no longer subject to backup withholding; and
3. I am a U.S. citizen or other U.S. person (defined below); and
4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct.
Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because
you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid,
acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments
other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part II, later.
Sign
Here
Signature of
U.S. person ▶
Stephanie A. Taylor Verified by pdfFiller
12/25/2022 Date ▶ 12/25/2022
• Form 1099-DIV (dividends, including those from stocks or mutual
General Instructions funds)
Section references are to the Internal Revenue Code unless otherwise • Form 1099-MISC (various types of income, prizes, awards, or gross
noted. proceeds)
Future developments. For the latest information about developments • Form 1099-B (stock or mutual fund sales and certain other
related to Form W-9 and its instructions, such as legislation enacted transactions by brokers)
after they were published, go to www.irs.gov/FormW9.
• Form 1099-S (proceeds from real estate transactions)
Purpose of Form • Form 1099-K (merchant card and third party network transactions)
An individual or entity (Form W-9 requester) who is required to file an • Form 1098 (home mortgage interest), 1098-E (student loan interest),
information return with the IRS must obtain your correct taxpayer 1098-T (tuition)
identification number (TIN) which may be your social security number • Form 1099-C (canceled debt)
(SSN), individual taxpayer identification number (ITIN), adoption
• Form 1099-A (acquisition or abandonment of secured property)
taxpayer identification number (ATIN), or employer identification number
(EIN), to report on an information return the amount paid to you, or other Use Form W-9 only if you are a U.S. person (including a resident
amount reportable on an information return. Examples of information alien), to provide your correct TIN.
returns include, but are not limited to, the following. If you do not return Form W-9 to the requester with a TIN, you might
• Form 1099-INT (interest earned or paid) be subject to backup withholding. See What is backup withholding,
later.
By signing the filled-out form, you: Example. Article 20 of the U.S.-China income tax treaty allows an
1. Certify that the TIN you are giving is correct (or you are waiting for a exemption from tax for scholarship income received by a Chinese
number to be issued), student temporarily present in the United States. Under U.S. law, this
student will become a resident alien for tax purposes if his or her stay in
2. Certify that you are not subject to backup withholding, or the United States exceeds 5 calendar years. However, paragraph 2 of
3. Claim exemption from backup withholding if you are a U.S. exempt the first Protocol to the U.S.-China treaty (dated April 30, 1984) allows
payee. If applicable, you are also certifying that as a U.S. person, your the provisions of Article 20 to continue to apply even after the Chinese
allocable share of any partnership income from a U.S. trade or business student becomes a resident alien of the United States. A Chinese
is not subject to the withholding tax on foreign partners' share of student who qualifies for this exception (under paragraph 2 of the first
effectively connected income, and protocol) and is relying on this exception to claim an exemption from tax
4. Certify that FATCA code(s) entered on this form (if any) indicating on his or her scholarship or fellowship income would attach to Form
that you are exempt from the FATCA reporting, is correct. See What is W-9 a statement that includes the information described above to
FATCA reporting, later, for further information. support that exemption.
Note: If you are a U.S. person and a requester gives you a form other If you are a nonresident alien or a foreign entity, give the requester the
than Form W-9 to request your TIN, you must use the requester’s form if appropriate completed Form W-8 or Form 8233.
it is substantially similar to this Form W-9.
Backup Withholding
Definition of a U.S. person. For federal tax purposes, you are
considered a U.S. person if you are: What is backup withholding? Persons making certain payments to you
must under certain conditions withhold and pay to the IRS 24% of such
• An individual who is a U.S. citizen or U.S. resident alien; payments. This is called “backup withholding.” Payments that may be
• A partnership, corporation, company, or association created or subject to backup withholding include interest, tax-exempt interest,
organized in the United States or under the laws of the United States; dividends, broker and barter exchange transactions, rents, royalties,
• An estate (other than a foreign estate); or nonemployee pay, payments made in settlement of payment card and
third party network transactions, and certain payments from fishing boat
• A domestic trust (as defined in Regulations section 301.7701-7). operators. Real estate transactions are not subject to backup
Special rules for partnerships. Partnerships that conduct a trade or withholding.
business in the United States are generally required to pay a withholding You will not be subject to backup withholding on payments you
tax under section 1446 on any foreign partners’ share of effectively receive if you give the requester your correct TIN, make the proper
connected taxable income from such business. Further, in certain cases certifications, and report all your taxable interest and dividends on your
where a Form W-9 has not been received, the rules under section 1446 tax return.
require a partnership to presume that a partner is a foreign person, and
pay the section 1446 withholding tax. Therefore, if you are a U.S. person Payments you receive will be subject to backup withholding if:
that is a partner in a partnership conducting a trade or business in the 1. You do not furnish your TIN to the requester,
United States, provide Form W-9 to the partnership to establish your 2. You do not certify your TIN when required (see the instructions for
U.S. status and avoid section 1446 withholding on your share of Part II for details),
partnership income.
3. The IRS tells the requester that you furnished an incorrect TIN,
In the cases below, the following person must give Form W-9 to the
partnership for purposes of establishing its U.S. status and avoiding 4. The IRS tells you that you are subject to backup withholding
withholding on its allocable share of net income from the partnership because you did not report all your interest and dividends on your tax
conducting a trade or business in the United States. return (for reportable interest and dividends only), or
• In the case of a disregarded entity with a U.S. owner, the U.S. owner 5. You do not certify to the requester that you are not subject to
of the disregarded entity and not the entity; backup withholding under 4 above (for reportable interest and dividend
accounts opened after 1983 only).
• In the case of a grantor trust with a U.S. grantor or other U.S. owner,
generally, the U.S. grantor or other U.S. owner of the grantor trust and Certain payees and payments are exempt from backup withholding.
not the trust; and See Exempt payee code, later, and the separate Instructions for the
Requester of Form W-9 for more information.
• In the case of a U.S. trust (other than a grantor trust), the U.S. trust
(other than a grantor trust) and not the beneficiaries of the trust. Also see Special rules for partnerships, earlier.
Foreign person. If you are a foreign person or the U.S. branch of a What is FATCA Reporting?
foreign bank that has elected to be treated as a U.S. person, do not use
Form W-9. Instead, use the appropriate Form W-8 or Form 8233 (see The Foreign Account Tax Compliance Act (FATCA) requires a
Pub. 515, Withholding of Tax on Nonresident Aliens and Foreign participating foreign financial institution to report all United States
Entities). account holders that are specified United States persons. Certain
payees are exempt from FATCA reporting. See Exemption from FATCA
Nonresident alien who becomes a resident alien. Generally, only a
reporting code, later, and the Instructions for the Requester of Form
nonresident alien individual may use the terms of a tax treaty to reduce
W-9 for more information.
or eliminate U.S. tax on certain types of income. However, most tax
treaties contain a provision known as a “saving clause.” Exceptions
specified in the saving clause may permit an exemption from tax to
Updating Your Information
continue for certain types of income even after the payee has otherwise You must provide updated information to any person to whom you
become a U.S. resident alien for tax purposes. claimed to be an exempt payee if you are no longer an exempt payee
If you are a U.S. resident alien who is relying on an exception and anticipate receiving reportable payments in the future from this
contained in the saving clause of a tax treaty to claim an exemption person. For example, you may need to provide updated information if
from U.S. tax on certain types of income, you must attach a statement you are a C corporation that elects to be an S corporation, or if you no
to Form W-9 that specifies the following five items. longer are tax exempt. In addition, you must furnish a new Form W-9 if
1. The treaty country. Generally, this must be the same treaty under the name or TIN changes for the account; for example, if the grantor of a
which you claimed exemption from tax as a nonresident alien. grantor trust dies.
2. The treaty article addressing the income.
3. The article number (or location) in the tax treaty that contains the
Penalties
saving clause and its exceptions. Failure to furnish TIN. If you fail to furnish your correct TIN to a
4. The type and amount of income that qualifies for the exemption requester, you are subject to a penalty of $50 for each such failure
from tax. unless your failure is due to reasonable cause and not to willful neglect.
5. Sufficient facts to justify the exemption from tax under the terms of Civil penalty for false information with respect to withholding. If you
the treaty article. make a false statement with no reasonable basis that results in no
backup withholding, you are subject to a $500 penalty.
Form W-9 (Rev. 10-2018) Page 3
Criminal penalty for falsifying information. Willfully falsifying IF the entity/person on line 1 is THEN check the box for . . .
certifications or affirmations may subject you to criminal penalties a(n) . . .
including fines and/or imprisonment.
Misuse of TINs. If the requester discloses or uses TINs in violation of • Corporation Corporation
federal law, the requester may be subject to civil and criminal penalties. • Individual Individual/sole proprietor or single-
• Sole proprietorship, or member LLC
Specific Instructions • Single-member limited liability
company (LLC) owned by an
Line 1 individual and disregarded for U.S.
You must enter one of the following on this line; do not leave this line federal tax purposes.
blank. The name should match the name on your tax return.
• LLC treated as a partnership for Limited liability company and enter
If this Form W-9 is for a joint account (other than an account U.S. federal tax purposes, the appropriate tax classification.
maintained by a foreign financial institution (FFI)), list first, and then • LLC that has filed Form 8832 or (P= Partnership; C= C corporation;
circle, the name of the person or entity whose number you entered in 2553 to be taxed as a corporation, or S= S corporation)
Part I of Form W-9. If you are providing Form W-9 to an FFI to document or
a joint account, each holder of the account that is a U.S. person must
provide a Form W-9. • LLC that is disregarded as an
entity separate from its owner but
a. Individual. Generally, enter the name shown on your tax return. If the owner is another LLC that is
you have changed your last name without informing the Social Security not disregarded for U.S. federal tax
Administration (SSA) of the name change, enter your first name, the last purposes.
name as shown on your social security card, and your new last name.
Note: ITIN applicant: Enter your individual name as it was entered on • Partnership Partnership
your Form W-7 application, line 1a. This should also be the same as the • Trust/estate Trust/estate
name you entered on the Form 1040/1040A/1040EZ you filed with your
application. Line 4, Exemptions
b. Sole proprietor or single-member LLC. Enter your individual If you are exempt from backup withholding and/or FATCA reporting,
name as shown on your 1040/1040A/1040EZ on line 1. You may enter enter in the appropriate space on line 4 any code(s) that may apply to
your business, trade, or “doing business as” (DBA) name on line 2. you.
c. Partnership, LLC that is not a single-member LLC, C Exempt payee code.
corporation, or S corporation. Enter the entity's name as shown on the • Generally, individuals (including sole proprietors) are not exempt from
entity's tax return on line 1 and any business, trade, or DBA name on backup withholding.
line 2. • Except as provided below, corporations are exempt from backup
d. Other entities. Enter your name as shown on required U.S. federal withholding for certain payments, including interest and dividends.
tax documents on line 1. This name should match the name shown on the • Corporations are not exempt from backup withholding for payments
charter or other legal document creating the entity. You may enter any made in settlement of payment card or third party network transactions.
business, trade, or DBA name on line 2.
• Corporations are not exempt from backup withholding with respect to
e. Disregarded entity. For U.S. federal tax purposes, an entity that is attorneys’ fees or gross proceeds paid to attorneys, and corporations
disregarded as an entity separate from its owner is treated as a that provide medical or health care services are not exempt with respect
“disregarded entity.” See Regulations section 301.7701-2(c)(2)(iii). Enter to payments reportable on Form 1099-MISC.
the owner's name on line 1. The name of the entity entered on line 1
should never be a disregarded entity. The name on line 1 should be the The following codes identify payees that are exempt from backup
name shown on the income tax return on which the income should be withholding. Enter the appropriate code in the space in line 4.
reported. For example, if a foreign LLC that is treated as a disregarded 1—An organization exempt from tax under section 501(a), any IRA, or
entity for U.S. federal tax purposes has a single owner that is a U.S. a custodial account under section 403(b)(7) if the account satisfies the
person, the U.S. owner's name is required to be provided on line 1. If requirements of section 401(f)(2)
the direct owner of the entity is also a disregarded entity, enter the first 2—The United States or any of its agencies or instrumentalities
owner that is not disregarded for federal tax purposes. Enter the
disregarded entity's name on line 2, “Business name/disregarded entity 3—A state, the District of Columbia, a U.S. commonwealth or
name.” If the owner of the disregarded entity is a foreign person, the possession, or any of their political subdivisions or instrumentalities
owner must complete an appropriate Form W-8 instead of a Form W-9. 4—A foreign government or any of its political subdivisions, agencies,
This is the case even if the foreign person has a U.S. TIN. or instrumentalities
Line 2 5—A corporation
6—A dealer in securities or commodities required to register in the
If you have a business name, trade name, DBA name, or disregarded
United States, the District of Columbia, or a U.S. commonwealth or
entity name, you may enter it on line 2.
possession
Line 3 7—A futures commission merchant registered with the Commodity
Check the appropriate box on line 3 for the U.S. federal tax Futures Trading Commission
classification of the person whose name is entered on line 1. Check only 8—A real estate investment trust
one box on line 3. 9—An entity registered at all times during the tax year under the
Investment Company Act of 1940
10—A common trust fund operated by a bank under section 584(a)
11—A financial institution
12—A middleman known in the investment community as a nominee or
custodian
13—A trust exempt from tax under section 664 or described in section
4947
Form W-9 (Rev. 10-2018) Page 4
The following chart shows types of payments that may be exempt M—A tax exempt trust under a section 403(b) plan or section 457(g)
from backup withholding. The chart applies to the exempt payees listed plan
above, 1 through 13. Note: You may wish to consult with the financial institution requesting
IF the payment is for . . . THEN the payment is exempt this form to determine whether the FATCA code and/or exempt payee
for . . . code should be completed.
1. Interest, dividend, and barter exchange accounts opened For this type of account: Give name and EIN of:
before 1984 and broker accounts considered active during 1983.
14. Account with the Department of The public entity
You must give your correct TIN, but you do not have to sign the
Agriculture in the name of a public
certification.
entity (such as a state or local
2. Interest, dividend, broker, and barter exchange accounts government, school district, or
opened after 1983 and broker accounts considered inactive during prison) that receives agricultural
1983. You must sign the certification or backup withholding will apply. If program payments
you are subject to backup withholding and you are merely providing
your correct TIN to the requester, you must cross out item 2 in the 15. Grantor trust filing under the Form The trust
certification before signing the form. 1041 Filing Method or the Optional
Form 1099 Filing Method 2 (see
3. Real estate transactions. You must sign the certification. You may
Regulations section 1.671-4(b)(2)(i)(B))
cross out item 2 of the certification.
1
4. Other payments. You must give your correct TIN, but you do not List first and circle the name of the person whose number you furnish.
have to sign the certification unless you have been notified that you If only one person on a joint account has an SSN, that person’s number
have previously given an incorrect TIN. “Other payments” include must be furnished.
payments made in the course of the requester’s trade or business for 2
Circle the minor’s name and furnish the minor’s SSN.
rents, royalties, goods (other than bills for merchandise), medical and
3
health care services (including payments to corporations), payments to You must show your individual name and you may also enter your
a nonemployee for services, payments made in settlement of payment business or DBA name on the “Business name/disregarded entity”
card and third party network transactions, payments to certain fishing name line. You may use either your SSN or EIN (if you have one), but the
boat crew members and fishermen, and gross proceeds paid to IRS encourages you to use your SSN.
attorneys (including payments to corporations). 4
List first and circle the name of the trust, estate, or pension trust. (Do
5. Mortgage interest paid by you, acquisition or abandonment of not furnish the TIN of the personal representative or trustee unless the
secured property, cancellation of debt, qualified tuition program legal entity itself is not designated in the account title.) Also see Special
payments (under section 529), ABLE accounts (under section 529A), rules for partnerships, earlier.
IRA, Coverdell ESA, Archer MSA or HSA contributions or *Note: The grantor also must provide a Form W-9 to trustee of trust.
distributions, and pension distributions. You must give your correct
Note: If no name is circled when more than one name is listed, the
TIN, but you do not have to sign the certification.
number will be considered to be that of the first name listed.
What Name and Number To Give the Requester Secure Your Tax Records From Identity Theft
For this type of account: Give name and SSN of:
Identity theft occurs when someone uses your personal information
1. Individual The individual such as your name, SSN, or other identifying information, without your
2. Two or more individuals (joint The actual owner of the account or, if permission, to commit fraud or other crimes. An identity thief may use
account) other than an account combined funds, the first individual on your SSN to get a job or may file a tax return using your SSN to receive
maintained by an FFI 1 a refund.
the account
3. Two or more U.S. persons Each holder of the account To reduce your risk:
(joint account maintained by an FFI) • Protect your SSN,
2
4. Custodial account of a minor The minor • Ensure your employer is protecting your SSN, and
(Uniform Gift to Minors Act) • Be careful when choosing a tax preparer.
1
5. a. The usual revocable savings trust The grantor-trustee If your tax records are affected by identity theft and you receive a
(grantor is also trustee)
1 notice from the IRS, respond right away to the name and phone number
b. So-called trust account that is not The actual owner printed on the IRS notice or letter.
a legal or valid trust under state law
If your tax records are not currently affected by identity theft but you
6. Sole proprietorship or disregarded 3
The owner think you are at risk due to a lost or stolen purse or wallet, questionable
entity owned by an individual credit card activity or credit report, contact the IRS Identity Theft Hotline
7. Grantor trust filing under Optional The grantor* at 1-800-908-4490 or submit Form 14039.
Form 1099 Filing Method 1 (see For more information, see Pub. 5027, Identity Theft Information for
Regulations section 1.671-4(b)(2)(i) Taxpayers.
(A)) Victims of identity theft who are experiencing economic harm or a
For this type of account: Give name and EIN of: systemic problem, or are seeking help in resolving tax problems that
8. Disregarded entity not owned by an The owner have not been resolved through normal channels, may be eligible for
individual Taxpayer Advocate Service (TAS) assistance. You can reach TAS by
9. A valid trust, estate, or pension trust Legal entity
4 calling the TAS toll-free case intake line at 1-877-777-4778 or TTY/TDD
1-800-829-4059.
10. Corporation or LLC electing The corporation Protect yourself from suspicious emails or phishing schemes.
corporate status on Form 8832 or Phishing is the creation and use of email and websites designed to
Form 2553 mimic legitimate business emails and websites. The most common act
11. Association, club, religious, The organization is sending an email to a user falsely claiming to be an established
charitable, educational, or other tax- legitimate enterprise in an attempt to scam the user into surrendering
exempt organization private information that will be used for identity theft.
The IRS does not initiate contacts with taxpayers via emails. Also, the Privacy Act Notice
IRS does not request personal detailed information through email or ask
taxpayers for the PIN numbers, passwords, or similar secret access Section 6109 of the Internal Revenue Code requires you to provide your
information for their credit card, bank, or other financial accounts. correct TIN to persons (including federal agencies) who are required to
file information returns with the IRS to report interest, dividends, or
If you receive an unsolicited email claiming to be from the IRS, certain other income paid to you; mortgage interest you paid; the
forward this message to phishing@irs.gov. You may also report misuse acquisition or abandonment of secured property; the cancellation of
of the IRS name, logo, or other IRS property to the Treasury Inspector debt; or contributions you made to an IRA, Archer MSA, or HSA. The
General for Tax Administration (TIGTA) at 1-800-366-4484. You can person collecting this form uses the information on the form to file
forward suspicious emails to the Federal Trade Commission at information returns with the IRS, reporting the above information.
spam@uce.gov or report them at www.ftc.gov/complaint. You can Routine uses of this information include giving it to the Department of
contact the FTC at www.ftc.gov/idtheft or 877-IDTHEFT (877-438-4338). Justice for civil and criminal litigation and to cities, states, the District of
If you have been the victim of identity theft, see www.IdentityTheft.gov Columbia, and U.S. commonwealths and possessions for use in
and Pub. 5027. administering their laws. The information also may be disclosed to other
Visit www.irs.gov/IdentityTheft to learn more about identity theft and countries under a treaty, to federal and state agencies to enforce civil
how to reduce your risk. and criminal laws, or to federal law enforcement and intelligence
agencies to combat terrorism. You must provide your TIN whether or
not you are required to file a tax return. Under section 3406, payers
must generally withhold a percentage of taxable interest, dividend, and
certain other payments to a payee who does not give a TIN to the payer.
Certain penalties may also apply for providing false or fraudulent
information.
NON-DISCLOSURE AGREEMENT
This Agreement is made by and between Pacific Green Energy, LLC, a California Limited Liability Company, having its
principal place of business at 69 Lincoln Blvd, Ste. A-181, Lincoln, CA 95648 (“PGE”) andStephanie Taylor ,
an individual, whose principal mailing address is (“Recipient”).
2. Definition of Trade Secret. As used in this Agreement, “Trade Secret” has the meaning ascribed to that
term in the California Uniform Trade Secrets Act.
3. Term. All Confidential Information shall be safeguarded by Recipient as required by this Agreement for
a period of two (2) years from the date of disclosure to Recipient. All Trade Secret information shall be safeguarded by
Recipient as required by this Agreement in perpetuity or for so long as such information remains a Trade Secret under
applicable law, whichever occurs first.
4. Nondisclosure and Nonuse Obligations. Recipient will maintain in confidence and will not disclose,
disseminate or use any Confidential Information belonging to PGE, whether or not in written form. Recipient agrees that
Recipient shall treat all Confidential Information of PGE with at least the same degree of care as Recipient accords its
own confidential information. Recipient further represents that Recipient exercises at least reasonable care to protect its
own confidential information. If Recipient is not an individual, Recipient agrees that Recipient shall disclose Confidential
Information only to those of its employees who need to know such information, and certifies that such employees have
previously signed a copy of this Agreement.
5. Survival. This Agreement shall govern all communications between the parties. Recipient understands that
its obligations under Paragraph 2 ("Nondisclosure and Nonuse Obligations") shall survive the termination of any other
relationship between the parties. Upon termination of any relationship between the parties, Recipient will promptly
deliver to PGE, without retaining any copies, all documents and other materials furnished to Recipient by PGE.
6. Governing Law. This Agreement shall be governed in all respects by the laws of the United States of
America and by the laws of the State of California, as such laws are applied to agreements entered into and to be
performed entirely within California between California residents.
7. Injunctive Relief. A breach of any of the promises or agreements contained herein will result in irreparable
and continuing damage to PGE for which there will be no adequate remedy at law, and PGE shall be entitled to injunctive
relief and/or a decree for specific performance, and such other relief as may be proper (including monetary damages if
appropriate).
8. Entire Agreement. This Agreement constitutes the entire agreement with respect to the Confidential
Information disclosed herein and supersedes all prior or contemporaneous oral or written agreements concerning such
Confidential Information. This Agreement may only be changed by mutual agreement of authorized representatives of
the parties in writing.
IN WITNESS WHEREOF, the parties have executed this Agreement as of the date first written below.
Title: __________________________
1
INDEPENDENT SALES REPRESENTATIVE AGREEMENT
1. Appointment as Sales Representative. Company hereby appoints Independent Contractor, and In-
dependent Contractor accepts such appointment, as an independent sales representative for Com-
pany to engage in marketing, consulting, and/or selling solar systems “(Solar Systems”) offered
by Company in obtaining orders or contracts for Solar Systems.
2. Independent Contractor Status. Independent Contractor is not an employee of Company for any
purpose whatsoever, including local, state and federal taxes and workers’ compensation insurance,
but is an independent contractor. Neither this Agreement, the relationship created between parties
hereto pursuant to this Agreement, nor any course of dealing between the parties hereto is intended
to create, or will create, an employment relationship, a joint venture, partnership or any similar
relationship. Company is interested in the results obtained by Independent Contractor, who is re-
sponsible for the manner and means of performing under this Agreement. Independent Contractor
does not have, nor will Independent Contractor hold himself/herself/itself out as having, any right,
power or authority to create any contract or obligation, either express or implied, on behalf of, in
the name of, or binding Company, or to pledge Company’s credit, or to extend credit in Company’s
name unless expressly authorized to do so by Company and, if so authorized, then only to the
extent so authorized. Independent Contractor’s relationship with Company is further defined as
below:
a. Company will not withhold any monies for any local, state or federal taxing authorities from
compensation earned by Independent Contractor pursuant to this Agreement. Company
will prepare and file a Form 1099 with the Internal Revenue Service reporting the compen-
sation paid to Independent Contractor if such reporting is required by law.
b. Independent Contractor will pay any and all taxes (local, state, federal or foreign) owed on
any compensation received by Independent Contractor pursuant to this Agreement.
d. Company will not provide any workers’ compensation coverage for Independent Contractor
or any of Independent Contractor’s agents or employees. Any and all workers’ compensa-
tion coverage will be the sole responsibility of Independent Contractor.
e. Company will not provide any employment insurance coverage for Independent Contractor
or any of Independent Contractor’s agents or employees. Any and all employment insur-
ance remittances will be the sole responsibility of Independent Contractor.
f. Independent Contractor will be solely responsible for all expenses incurred by Independent
Contractor, including travel, entertainment, dues, subscriptions, computer and other office
expenses, and any licenses, and will receive no remuneration or reimbursement of any
g. Independent Contractor will be responsible for establishing (and paying the expense of)
Independent Contractor’s office.
h. Independent Contractor will have complete discretion and control over the time and
manner of performing marketing and sales services provided under this Agreement.
3. Business Licenses and Compliance. Independent Contractor represents and warrants that itself,
its employees and/or agents comply and will continuously comply with all federal, state, and local
laws requiring business license and certificates required to carry out the services to be performed
under this Agreement and shall continuously comply with applicable laws in marketing and obtain-
ing orders for Solar System.
a. This Agreement will begin on the date first written above and will continue on an indefinite
basis until terminated by either Independent Contractor or Company in accordance with
this Section 4. Notwithstanding anything in this Agreement to the contrary, express or im-
plied, or in any previous relationship between Independent Contractor and Company (or its
affiliates or predecessors), if any, either Independent Contractor or Company may termi-
nate this Agreement (and Independent Contractor’s service with Company) at will at any
time, with or without cause, by giving to the other party at least ten (10) days advance
written notice.
c. In case of termination for cause or if there is reasonable grounds that the Independent
Contractor breached any statute or regulation or provision of this Agreement, the Company
may withhold compensations of Independent Contractor, as may be reasonable under the
circumstances, until the dispute, customer complaint, fines and/or penalty is/are resolved,
settled or released or not later than sixty (60) days from termination for cause. Upon deter-
mination that Independent Contractor is responsible for expenses, settlement cost and/or
damages, fines or penalties, the withheld compensation will be used to pay for such ex-
penses, settlement cost, damages, fines or penalties.
5. Customers. Independent Contractor may attempt to sell Company’s Solar Systems to any potential
customer other than any person or entity entered into the CM System (as defined below) by Com-
pany as a lead belonging to any sales representative other than Independent Contractor. All lists
of customers and potential customers are the sole and exclusive property of Company and consti-
tute Proprietary Information under Section 14, below.
6. Compensation. All of Independent Contractor’s compensation will be paid in the form of a commis-
sion calculated as described in the Apricot Pay Plan. Pursuant to this Agreement, Independent
Contractor is entitled to receive commission payments for Solar Systems sold and installed.
a. Period, Calculation and Payment. A periodic statement will be issued by Company to In-
dependent Contractor detailing: (i) the sales, credits, debits and expenses for the preceding
period for all orders obtained by Independent Contractor; and (ii) any and all taxes, excises,
freight, charges or fees imposed by any finance company, commissions paid to any call
b. Potential Commission Modification. The commission rates specified in Section 6(a) and in
the periodic Apricot Solar Advisor Compensation Schedule may be changed by Company
in its sole discretion at any time and effective immediately upon notice by any one or all of
the following: (i) via Slack in the Company Sales Team Announcements channel; (ii) via
email; and/or (iii) via the training and resources section contained in the Company website.
When Company gives written notice of a new commission rate structure to Independent
Contractor, if Independent Contractor does not terminate this Agreement within ten (10)
days thereafter pursuant to Section 4(a), such new commission rate structure will take ef-
fect on the effective date specified in such notice and Section 6(a) of this Agreement and
the periodic Apricot Solar Advisor Compensation Schedule will be deemed to have been
accepted by the Independent Contractor and duly amended to reflect the new commission
structure as specified in such notice.
c. Offsets. If Company issues a refund, credit or disburses funds under this Section 6 in con-
nection with any amount paid or to be paid for any Solar System for which Independent
Contractor has received a commission payment, Company will offset such amount against
any withheld or future commission amounts that would otherwise be paid to Independent
Contractor pursuant to Section 6(a). For example, only and not by way of limitation, if Com-
pany issued a $2,000.00 refund or credit to a customer or finance company regarding a
Solar System for which Independent Contractor had received a commission payment pur-
suant to Section 6, Company will offset said $2,000.00 against any commissions thereafter
owed to Independent Contractor pursuant to Section 6 and any such future commission
payments would thus be reduced by $2,000.00.
If for any reason Company does not receive full payment of all amounts owed by a cus-
tomer or finance company for an order for which Independent Contract has received a
commission payment, the amount of commission paid to Independent Contractor regarding
such order will be offset against any future commission amounts that would otherwise be
paid to Independent Contractor pursuant to Section 6. For example, only and not by way
of limitation, if Contractor received $2,000.00 commission or an order for which Company
does not receive full payment of any amount owed by a customer or a finance company
regarding that order, Company will offset said $2,000.00 against any commissions there-
after owed to Independent Contractor pursuant to Section 6 and any such future commis-
sion payments would thus be reduced by $2,000.00.
If the Independent Contractor’s realization rate for signed solar agreements originating from
Company-provided potential customer solar leads falls below 45% during any concurrent period
lasting 60 days or more, Company may, in its sole discretion, offset its marketing costs and
expenses related to Company’s marketing over that same 60 day period.
i. The Independent Contractor also expressly agrees to defend and/or assist the
Company in defending against such complaint or dispute which shall require full
disclosure of facts and circumstances, before and/or after the negotiation, sale
and/or signing of the disputed contract. The Independent Contractor may be re-
quired to execute a written statement and/or testify about such facts and circum-
stances that may be used for purposes of an internal investigation, administrative
and/or judicial proceedings.
ii. If it is determined that the Independent Contractor made promises and/or repre-
sentations that are neither covered by the Supply and Installation Agreement nor
authorized by the Company, the additional cost for such promises and/or repre-
sentations shall be borne by the Independent Contractor and shall be deducted
from his/her withheld and future compensation until the entire cost is fully satisfied.
e. Compensation After Termination. In the event of any termination of this Agreement, the
compensation to be paid by Company to Independent Contractor in full satisfaction of
Independent Contractor’s services will be a full commission on orders obtained by Inde-
pendent Contractor for: (i) all installations of Solar Systems made prior to termination; and
(ii) all post-termination installations of Solar Systems for Paid Orders that were obtained
by Independent Contractor prior to termination (“Paid Orders” means orders that have
been accepted by Company and on which the customer has paid the amount of deposit
required by Company). In all other situations, no commission will be paid for any orders
received or sales made after termination. Any commissions earned and to be paid
after any termination of this Agreement pursuant to this Section 6(e) will be calculated
7. Credit information. If the potential customer is applying to have the Solar System financed by a
third-party lending company, Independent Contractor is required to furnish Company with per-
sonal financial information (to the extent that Independent Contractor is reasonably able to do so).
8. Product education; registration. Within twenty (20) calendar days after signing this Agreement and
prior to soliciting any orders for any of Company’s products, Independent Contractor must partic-
ipate in a Company product education session designed to educate Independent Contractor about
the products offered and sold. If Independent Contractor engages any employees or agents to
work with or on behalf of Independent Contractor in soliciting orders for any products, any such
employees or agents must complete the aforementioned product education session before solic-
iting any such orders. Independent Contractor and any of its employee(s) or agents(s) shall en-
deavor to comply with applicable statutory and regulatory requirements for obtaining orders for
Solar Systems.
9. Marketing materials. Independent Contractor will only use Company authorized marketing mate-
rials in connection with promoting any product or soliciting orders.
10. Additional fees. If the installation of any Solar System requires any out of the ordinary additional
work to be performed or any out of the ordinary equipment to be installed (including, but not limited
to, roof replacements or upgrades, roof water proofing protection, electrical system upgrades,
multiple roof solar planes, ground mounted solar panels, or trenching), Company will, at its dis-
cretion, either charge the customer for any resulting additional expenses incurred by the Company
and/or pay for such expenses itself (or some combination of both) and any expenses for any such
out of the ordinary work or equipment (collectively, “Additional Fees”) will be subtracted from the
invoiced price of a Solar System for purposes of calculating the net price per watt and determining
any commission owed pursuant to Section 6.
11. Independent Contractor’s expenses. Independent Contractor will bear all expenses incurred by
Independent Contractor in the performance of Independent Contractor’s services hereunder, in-
cluding but not limited to all automobile, travel, telephone, meals and entertainment expenses.
Any expenses advanced to Independent Contractor by Company will be repayable to Company
upon demand or, at Company’s option, may be charged against and deducted from any commis-
sions which are due, or which may become due to Independent Contractor. Independent Contrac-
tor expressly consents to the deductions set forth in the preceding sentence and authorizes Com-
pany to make such deductions from any commissions due or payable to Independent Contractor,
including from any payment at the time of or after Independent Contractor’s termination.
a. Leads. Company will maintain and operate a customer relationship management system
(the “CRM System”) to track leads and sales generated by Independent Contractor. In-
dependent Contractor must provide any information requested by Company for purposes
of Company operating its CRM System. Notwithstanding any other provision of this Agree-
ment, Independent Contractor may not earn, and will not receive, any commission or any
other compensation for any sale to any customer that, according to Company’s records,
was another sales representative’s lead at the time when Independent Contractor ob-
tained an order from that customer. If an Independent Contractor’s generated lead is en-
tered into the CRM System by Company and not converted to a sale within ninety (90)
days after such entry, such lead will thereafter automatically be considered a Company
generated lead.
b. Contract Forms. All quotations to customers, orders from customers and/or other docu-
ments used in connection with the performance of Independent Contractor’s duties here-
under will be on such forms as Company may from time-to-time prescribe.
c. Price and Terms of Orders. All orders obtained by Independent Contractor will be at such
prices and on such terms and conditions as Company may from time-to-time prescribe.
No order obtained will bind Company unless accepted in writing by Company. Company
may decide, in its sole election and discretion, to not accept any order. Discounts are not
permitted without prior written agreement by Company.
d. Adjustments by Company. Company retains the full right to deal directly with customer’s
orders and/or with customers as it deems appropriate, without any liability or obligation to
Independent Contractor for any inaction or for any action so taken, including but not lim-
ited to the right to: (i) refuse, reject or cancel, or consent to the cancellation or return of,
all or any part of a sales or purchase order, either before or after installation; (ii) grant
credits, discounts or allowances before or after installation; (iii) refuse to install or cause,
permit or allow delays in installation of all or any part of a sales or purchase order; and
(iv) grant full or partial refunds for any Solar Systems purchased from Company.
f. Prohibited Acts. The Company hereby expressly prohibits and disclaims any sales or so-
licitation acts and/or methodology of Independent Contractor that disregards or violates
any applicable local, state and/or federal law(s), including but not limited to, Telephone
Consumer Protection Act (TCPA), FTC laws, CAN-SPAM Act, Lanham Act, deceptive
trade practices, consumer protection laws, state false advertising laws, laws protecting
the aged, among others (the “Prohibited Acts”). The Company shall not be responsible
for fines, liabilities, or penalties including actual or consequential damages resulting from
any act, omission or negligence of an Independent Contractor that violates any applicable
local, state and/or federal laws. Any breach of Independent Contractor of any applicable
law(s) and/or engaging in prohibited acts and/or methodologies will be sufficient grounds
for the Company to terminate this Agreement for cause.
a. Non-Disclosure. Independent Contractor understands that this Agreement and the ser-
vices to be provided pursuant to this Agreement create a relationship of confidence and
trust between Independent Contractor and Company with regard to Proprietary Infor-
mation. Independent Contractor will, at all times, both during and after the term of this
Agreement, keep the Proprietary Information in confidence and trust. Independent Con-
tractor will not, without the prior written consent of an authorized officer of Company:
(i) copy, use or disclose any Proprietary Information; (ii) remove any Proprietary Infor-
mation from the business premises of Company; and/or (iii) deliver any Proprietary Infor-
mation to any person or entity outside Company. Notwithstanding the foregoing, Inde-
pendent Contractor may use the Proprietary Information as may be necessary and ap-
propriate in the ordinary course of performing services for Company pursuant to this
Agreement. For purposes of example only and not by way of limitation, Independent
Contractor may not share: (i) his/her Apricot Solar Advisor training link and/or password;
(ii) Apricot training videos; (iii) Apricot resources (e.g. the Apricot solar calculator), with
any other third party not presently affiliated with the Company.
d. Remedy for Breach. Independent Contractor acknowledges that any breach or threatened
breach of Sections 14(a)(b)(c)(d) of this Agreement will result in irreparable harm to the
Company for which damages would be an inadequate remedy. Therefore, the Company
shall be entitled to equitable relief, including an injunction, in the event of such breach or
b. Independent Contractor is not authorized to and will not contract obligations in the name
of or on account of Company, or make any representations, guarantees or warranties with
respect to any products of Company except as expressly authorized by Company. The
Company shall have the right to reject or accept the orders of Solar System obtained by
the Independent Contractor and the Company is not bound to any agreement until such
agreement is accepted and signed by the Company.
c. Independent Contractor agrees that it will not use Company’s name or any of its trade
names, trademarks, service marks or Proprietary Information other than as authorized by
Company. Independent Contractor is not authorized to make representations that it will,
by itself or by Independent Contractor’s employees, fulfill or perform any installation con-
tract of Solar Systems. Independent Contractor also agrees that it shall take reasonable
steps and ensure that its employees, agents or representatives comply with and not vio-
late any applicable local, state or federal laws or regulations.
d. This Agreement contains the entire agreement between the parties, and supersedes and
cancels all prior oral and written agreements, understandings, commitments and practices
between the parties, including any and all prior sales representative agreements, channel
partner agreements or other agreements regarding Independent Contractor providing ser-
vices to Company or any its affiliates or predecessors (except as to any of Independent
Contractor’s surviving obligations under any prior agreement, such as the protection and
nondisclosure of trade secrets). This Agreement may not be amended or altered in any
way except by an instrument in writing duly executed by both parties; provided, however,
that the commission rates may be changed by Company from time to time pursuant to
Section 6.
e. No failure on the part of any party to exercise or delay in exercising any right hereunder
shall be deemed a waiver thereof or of any other right, nor shall any single or partial
exercise preclude any further or other exercise of such right or any other right.
h. This Agreement will be binding upon and will inure to the benefit of the parties hereto, and
their successors and permitted assigns.
i. This Agreement will be construed and enforced according to the internal laws of the State
of California, regardless of any laws on choice of law or conflicts of law of any jurisdiction.
j. Should any one of the provisions of this Agreement be determined to be void or unen-
forceable by an arbitrator or a court of competent jurisdiction, then in such event the re-
maining provisions of this Agreement will remain in full force and effect.
k. Any notice to Company required or permitted under this Agreement will be given in writing
to Company either by personal service on the President of Company or by registered or
certified mail, postage prepaid, addressed to the President of Company at its then princi-
pal place of business. Any such notice to Independent Contractor will be given in a like
manner and, if mailed, will be addressed to Independent Contractor at Independent Con-
tractor’s home or office address then shown in Company’s files. For purposes of deter-
mining compliance with any time limit in this Agreement, a notice will be deemed to have
been duly given: (a) on the date of service, if personally served on the party to whom it is
to be given; or (b) on the fourth business day after mailing if mailed to the party to whom
the notice is to be given in the manner provided in this paragraph.
l. Independent Contractor will indemnify, hold harmless and defend Company against any
and all direct losses, liabilities, damages and expense (including direct losses suffered by
Company and all reasonable attorneys’ fees) arising from: (i) any claim alleging any neg-
ligence, reckless, wanton and/or willful misconduct by Independent Contractor or any of
its agents or employees; (ii) any breach of this Agreement by Independent Contractor or
any of its employees or agents; and/or (iii) any claim made by any person or entity on
account of an alleged failure by Independent Contractor to satisfy any tax, withholding or
other similar regulatory or statutory obligations, or arising out of Independent Contractor
employing or otherwise engaging any person(s) to provide any services directly or indi-
rectly related to the services provided by Independent Contractor pursuant to this Agree-
ment.
m. Any and all rights and powers granted to Company pursuant to this Agreement may, un-
less the context expressly requires otherwise, be exercised by Company in its sole and
absolute discretion.
n. Company will not be liable to Independent Contractor (under any circumstances) for any
consequential, punitive, incidental, exemplary or special damages (including without lim-
itation loss of business opportunity or lost profit) arising out of or related to this Agreement
or any act or omission by Company or Independent Contractor.
o. As used in this agreement, the words “include”, “including” and variations on those words
are used inclusively and mean “includes without limitation” unless the context expressly
indicates otherwise. As used in this Agreement, the word “or” is inclusive and means
“and/or” unless the context expressly indicates otherwise.
Stephanie Taylor
EXHIBIT A
NTP GUIDELINES
1. Execute any and all agreements necessary in accordance with the finance company(s) chosen by you
and your customer and, if applicable, complete customer welcome call with finance company. Submit any
supplemental documents requested by finance company to receive NTP such as Mortgage statement,
Death Certificate, property tax records etc.
2. Create a folder for your customer in your Dropbox and place all required documents in the Dropbox folder.
3. Upload the following docs: (a) utility bill; (b) signed utility NEM agreement; (c) pictures of job, deposit
check, financing approval image, MSP, or any other necessary documents; (d) Signed Freedom Forever,
LLC’s Supply and Installation Agreement (the “Freedom Agreement”) (download from your Portal);
Initial payment for new deal submissions will be paid after Freedom has paid apricot on the pay cycle follow-
ing SOW confirm stage of job.
The Company will pay a $500 advance towards the commission at SOW approval. The balance of your
commission will be paid by Company after the project has funded and Freedom has paid Apricot.
1. Electric Utility Bill – Must have: Meter #, Service Acct #, Address, and Customer Name
(all usually found on page one of the bill);
2. Net Energy Metering (NEM) Agreement – must have correct form and it must be
signed by the person or entity named on the electric utility bill;
Program Procedures
These Company Program Procedures must be followed by Independent Contractor when submitting a Pro-
ject to Freedom Forever.
1. All customers must be qualified for credit requirements to finance a Solar System (if applicable). Con-
sult Company for qualification tools provided.
2. Independent Contractor agrees to provide prospective customers a copy of the Freedom Agreement.
3. Independent Contractor must obtain a copy of the signed Freedom Agreement and a copy of the
signed financing application and upload a copy of each signed document into Company’s Apricot Drop-
box.
4. Independent Contractor must also submit the following documents to Company’s Apricot Dropbox for
any submitted order: (i) a copy of a recent electric utility bill for the prospective customer including the
meter number, account number, customer name and customer address (such information is usually
found on the first page of the electric bill); (ii) Net Energy Metering (NEM) Agreement - over or under
10kW (10,000 watts) (make sure you have the correct form and that it is signed by the person named on
the electric bill); (iii) if applicable, HOA information including contact information, application and signa-
tures as needed; and (iv) and any other Company requested related documents or information (e.g.
ground mount solar system design images.)
1. Independent Contractor ("You") agrees to not provide any tax and/or legal advice to the potential customer. In-
dependent Contractor agrees to not communicate to the potential customer (including but not limited to verbally,
via text or otherwise) that the potential customer will be receiving a tax rebate, check, deposit, and/or a payment
from any party in reference to a tax credit incentive (including but not limited to Freedom Forever, Apricot Solar, or
any other company affiliated with Apricot Solar). Since every potential customer’s financials will be different, Inde-
pendent Contractor agrees to not promise or guarantee that the potential customer will receive the tax credit in-
centive. Independent Contractor agrees to only communicate to the potential customer that (for example), “They
may be entitled to receive a tax incentive credit, depending upon their personal tax liability. They should
contact their personal tax advisor to determine if they qualify for the tax incentive credit.”
2. Independent Contractor agrees to not “sell to site audit” (telling the customer, for example, that they are only
signing documents in order to receive the site audit), thus misleading the customer into believing that they are not
actually signing binding legal documents, contracts, loan documents, etc. Independent Contractor agrees to be
honest and fully transparent with the homeowner at all times, informing them that they are signing bind-
ing legal contracts and loan documents during the sales appointment.
3. Independent Contractor agrees to not deceive the potential customer and/or be vague or obscure about the po-
tential customer’s estimated monthly payments and/or the total amount of the potential customer’s loan. Inde-
pendent Contractor agrees to make sure the potential customer knows what their monthly payment will
be. Independent Contractor agrees to make sure the potential customer knows what their monthly pay-
ment will be without the tax credit incentive in the event that the potential customer does not qualify for
the tax credit incentive or they do not apply the tax credit incentive towards the balance of the loan. If us-
ing a finance program where the monthly payment will re-amortize after 18 months, the independent con-
tractor must make the re-amortization event clear to the potential customer. Independent Contractor must
inform potential customer of what their payment will be if they qualify for the full tax credit incentive and if
the potential customer elects to apply the tax credit incentive monies towards the loan.
4. Independent Contractor agrees to not give the potential customer a definite timeline of install, inspection date,
permission to operate, etc. Independent Contractor agrees to set proper estimated timelines and expecta-
tions related to each solar system Project and inform each potential customer that the estimated timelines
are “subject to change.”
5. If the Independent Contractor is offering the potential customer a rebate of up to $2,000, the Independent Con-
tractor agrees to not tell the potential customer that, “They will receive their rebate soon after the solar install” (ex-
cept under unusual circumstances, e.g., a global pandemic). Please note that if you offer a rebate to the po-
tential customer, make sure they know they will not receive the rebate until the system receives its per-
mission to operate from the utility. It will then take up to 2 weeks after that date for the Freedom Ac-
counts Payable Department to process the rebate. Please make sure that Freedom Forever is aware of the
rebate upon submission of the potential customer’s agreement.
6. Independent Contractor agrees to be reasonably available to communicate with the potential customer through
the permission to operate stage granted by the utility. If the potential customer reaches out to the Independ-
ent Contractor after the sale, the Independent Contractor agrees to respond to the customer in a timely
manner. The Independent Contractor acknowledges that since former customer referrals are a good
source of new potential customers, therefore it is important to keep up positive customer relations.
7. Independent Contractor agrees that if he/she is providing a preliminary roof quote at time of sale, the Independ-
ent Contractor agrees to not tell potential customers that the preliminary quote is the “exact” price of the re-roof
services and materials. Independent Contractor agrees to tell the potential customers that the quote is an
estimated price only and is subject to change after site audit and after the roofing company has assessed
the roof and provided a final scope of work and price quote.
8. Independent Contractor agrees to not tell potential customers that the utility cost offset (electricity bill vs. solar
energy cost), that is provided to them at time of sale, will be their exact offset. Independent Contractor agrees to
9. If the potential customer chooses the cash purchase option, the Independent Contractor agrees to inform the
potential customer that the milestone payments are non-negotiable.
By way of example only, the Independent Contractor should clearly explain to the potential cus-
tomer that the following milestone payments are non-negotiable:
• 10% of the Project cost but not more than $1,000.00, is the deposit amount (on signing/date of
sale);
• 80% is due at time of installation; and
• the remaining 20% is due at the time of final inspection.
10. Independent Contractor agrees to not enter into contracts directly with persons who lack the capacity to con-
tract including minors, dependent adults, and/or those potential customers who,
after the Independent Contractor makes a reasonable assessment of the potential customer’s mental capacity,
Independent Contractor has a good faith belief that the potential customer is incompetent and/or lacks the capac-
ity to contract. If the Independent Contractor is uncertain of the potential customer’s capacity to contract and/or
mental condition, then the Independent Contractor agrees to ask the potential customer if they have a person with
a Power of Attorney who makes financial decisions for them regarding their home and its improvement. If the In-
dependent Contractor discovers that there is no person designated by the potential customer as having a power
of attorney, the Independent Contractor agrees to contact their trainer and/or mentor, if applicable, inform them of
the circumstances, and disqualify that appointment.
11. If applicable, if Independent Contractor is pursuing potential homeowners who live in California, in order to re-
ceive Company-provided potential California-based customer solar leads, Independent Contractor must first: (1)
Complete and pass all required Independent Contractor training; (2) Complete at least five (5) self-generated solar
installations from a lead that originated from Independent Contractor (e.g. family, neighbors, friends, associates,
etc.); and, if applicable, (3) if the Independent Contractor is soliciting solar system agreements in the State of Cali-
fornia, the Independent Contractor must first possess a Home Improvement Salesperson ("HIS") license with the
California Contractor State License Board.
12. Independent Contractor acknowledges that the Company can elect, in their sole discretion, to stop providing
Company-provided potential customer solar leads if any single and/or all of the following events occur during any
30-day period after Company-provided potential customer solar leads begins: (1) if the closing ratio of leads pro-
vided by the Company drops below 12.5%; (2) if the realization rate for signed solar agreements originating from
Company-provided potential customer solar leads falls below 60%; (3) if the Independent Contractor fails to
properly provide a detailed disposition regarding the outcome of a sales appointment originating from a self-gener-
ated lead and/or a Company-provided potential customer solar lead; (4) if the Independent Contractor fails to
show up to one (1) or more potential customer appointments; and/or (5) if an independent Contractor does not
provide Company with at least two weeks prior written notice that they will be suspending their Independent Con-
tractor services and/or need to take time off of the lead calendar.
I acknowledge that I have read, understand and agree to abide by the statements made in this Acknowl-
edgement of Rights and Responsibilities, above. I understand that non-compliance of any part of these
statements can result in the Independent Contractor’s suspension, termination, and/or personal liability
related to same.
_____________________________________________
12/25/2022 12/25/2022
Dated: ________________
Stephanie Taylor
______________________________________________
Marketing Costs
Commission is based on sold PPW & System Size (refer to Solar Calculator for exact comp)
Company esBmated average per project commission is $3,500
Payday is every Tuesday unless Monday is a Federal Holiday. If Monday is a Federal Holiday then
the Payday will occur the following Wednesday. To be paid on the Apricot Pay Plan V. 2.3
Independent Contractor must have an acBve IC Agreement created, signed and dated a\er
10-1-20
Compensation Example
Example:
$3,500 per Install - x 8 install = $28,000 in earnings
$100 per kW (maximum of $1,000) is paid upfront a\er Scope of Work (SOW) approval
$5,600 total upfront for those 8 projects (7kW x 100 = 700 x 8 projects = $5,600 in upfront
advances) and the balance of $22,400 paid a\er install of the projects and Freedom has funded
Apricot.
Net Commission is calculated as 85% of the gross commission which is paid to Apricot. For
Example. If a project was sold at $4.00 PPW and the Gross commission paid to Apricot is $1.00
with a PV solar system power raBng of 10.0 KW, $10,000 would be paid to Apricot. Freedom
Forever pays Apricot 10,000 for a project, 8,500 is considered net commission and will be paid
to the sales team.
Self-Generated 62% of the Net Commission is paid to the Solar Advisor that generated and
submieed the installed solar project to Freedom with Apricot Solar.
73% of Net Commission will be paid to a “Jr. Partner” for any installs generated in their team,
less any Solar Advisor commissions owed (62% paid to solar advisor, or 31% to new solar advisor
on split deals)
94% of Net Commission will be paid to “Partners” less any solar advisor commissions owed, or
Jr Partner commissions owed (62% paid to solar advisor, or 31% on split deals, 73% paid to JR
partners.)
Marke3ng leads provided by Apricot or Freedom are deducted from the Net commission paid
to sales reps in PPW (price Per Wae) before commission is calculated to Contractor. Projects
that were generated from Freedom Forever or Apricot markeBng are paid as Net commission
minus markeBng cost. MarkeBng cost is determined and calculaBng by Apricot using monthly
market rates and is published to the enBre company and all independent contractors.
For Example; If the installed project was 10kW and the gross commission to apricot was 1.00
PPW, .85 PPW is considered net commission. If the markeBng cost for that project is .35 PPW,
then .35 PPW will be deducted from .85 PPW leaving .50 PPW. 10kW x .50 PPW = $5,000.00
which would be considered Net commission minus markeBng cost. Solar advisors would be paid
62% of $5000, Jr Partners would be paid 73% of $5000 and Partners would be paid 94% of
$5000
Referral lead is defined as an opportunity that was originated by any individual or homeowner
that is a customer of Freedom Forever. The referring party will receive $500 as a referral bonus
and $500 will be charged as an Adder on SOW and deducted from Sold PPW for the project. The
$500 payment will be sent from Freedom Forever a\er PTO and project Final Complete Stage.
CompensaBon is based on PosiBon in the Apricot Pay Plan. There are 3 different posiBons that
increase your share in the net commission pay out.
Solar Advisor is an Independent contractor with Apricot solar and earns 62% of the net
commission on installed projects sold by said Solar Advisor.
Jr. Partner is an Independent contractor with Apricot solar that has recruited and trained 5 or
more solar advisors consBtuBng a sales team that produces 30 Installs per month over a 2
month rolling average (60 installs total in 2 months.) Jr. Partners earn 73%% of the net
commission on installed projects sold by said Jr. Partner. Jr. Partners also earn 73% override of
net commission of all installs generated by their sales team less any commissions or splits paid
to solar advisors, Jr Partners, or Partners in their team. To earn commissions on team installs Jr.
Partner needs to maintain 4 personal installs per month on a 2 month rolling average and a
team realizaBon rate of 55%. - 30 Day Grace Period for personal requirements. Override team
commissions are paid weekly a\er funding from Freedom Forever the same as final payment for
Solar Advisors.
Partner is an Independent contractor with Apricot solar that has recruited and trained 5 or
more solar advisors consBtuBng a sales team that produces 70 Installs per month over a 2
month rolling average (140 installs total in 2 months.). Partners earn 94% of the net commission
on installed projects sold by Partner. Partners also earn 94% override of net commission of all
installs generated by their sales team less any commissions or splits paid to solar advisors, Jr.
Partners, or Partners in their team. To earn override commissions on team installs Partner needs
to maintain 4 personal installs per month on a 2 month rolling average and and a team
realizaBon rate of 55%. - 30 Day Grace Period for personal requirements. To earn Partner status
not more than 42 installs in a month can be counted from the single largest Jr Partner or Solar
Advisor team according to the 60% rule. Override team commissions are paid weekly a\er
funding from Freedom Forever the same as final payment for Solar Advisors.
Posi3ons in the company are earned on a 2 month rolling average and do not go backwards. If
install volume goes down you do not lose status of posiBon or override percentage from Partner
to Jr Partner or Jr Parter to Solar Advisor.
Promo3ons in the company become acBve on the 1st day of month following the month
requirements have been met. New sales and installs a\er the promoBon has become acBve are
paid at the new Commission and override according to the new posiBon. Pending installs are
paid according to the commission and posiBon acBve when the sale was made.
Training and Split installs count as full installs towards qualificaBon of posiBon advancement
from Solar Advisor to JR partner or Partner. Trainee’s installs count toward the Solar Advisor, Jr
Partner, or Partner assigned to the install.
Base Price Per Watt
Base Price Per Wae is the target PPW that you are able to sell at (or higher) in each market
without approval from an Apricot JR. Partner or Partner.
• PotenBal leads can be assigned six (6) days per week Monday-Saturday
• 1st scheduled appointment could be as early as 10:00 AM
• Last scheduled appointment could start as late as 7:00 PM
• Schedule can be updated and ready the morning of the appointment
(due to fresh leads coming in through the night). 4
• You can be scheduled up to 100 miles radius or 2 hours drive Bme
• The following will be consideraBon for exclusion of lead assignment
o Calling ahead to confirm leads
o Missing or no showing appts
o Closing raBo less than 15%
o RealizaBon rate less than 60%
o Not disposiBoning Leads in CRM daily
o Not responding to Dispatch, Lead Coordinator, Jr. Partner, or Partner
• Time off of lead flow calendar must be given in the form of wrieen noBce to both
partner and lead efficiency manager 2 weeks before requested Bme off.
NEVADA SOLAR ENERGY LLC
817 S Main St
Las Vegas, NV 89101
Stephanie Taylor
Contractor Name:________________________________________________
(318) 268-4716
Contractor Phone:________________________________________________
stephanie777taylor@gmail.com
Contractor Email:________________________________________________
ContractorAddress:
Contractor Address: __carrera
______________________________________________
85c #18-27 apto.201______________________
Name: ____BANCOLOMBIA____________________________________
Bank Name: ____________________________________________________
ABA Routing
ABA Routing Number: ____________________________________________
Number: _swift number COLOCOBM routing number not required_
Account
Account Number:
Number: __605 ________________________________________________
22775587______________________________________________
Account Type
Account Type (checking
(checkingororsavings):
savings):___________SAVINGS______________________
_________________________________
Account
Account Name:
Name: __________________________________________________
___STEPHANIE ALEXANDRA TAYLOR_CHAVEZ________________________________________
Federal Tax
Federal Tax ID
ID Number:
Number: ____N/A_______________________________________
___________________________________________
AuthorizedSigner
Authorized SignerName:
Name: __________________________________________
__________________________________________
Owner
Authorized Signer Title: ____________________________________________
AuthorizedSigner
Authorized SignerPhone:
Phone: _________________________________________
__________________________________________
Signature: _______________________________________________________
12/25/2022
12/25/2022
Date: ___________________________________________________________
Confirm Your Identity:
• Drivers License
• Passport
• Birth Certificate
• Social Security Card
DriversLicense
Drivers LicenseNumber:____________N/A______________
Number:__________________________
Issue State:
Issue State:_____________________________________
_____________________________________
Apparel Questionnaire
XL
XL
ApricotSolar.com