Installation Partner — Vetting Questionnaire
A few more questions so our team can review your crew. Answer what applies; supporting documents (licenses, COIs, W-9) are collected later if you're approved.
Licensing, Certifications & Legal Standing
Is your company a legally registered business entity (Texas or your state of operation)?
Select... Yes No
Entity type (LLC, Corp, etc.) and state of registration
Legal entity name (if different from company name above)
State(s) of registration
Does your company hold a current Texas Electrical Contractor License?
Select... Yes No
License number / expiration date
Does your company employ at least one Licensed Master Electrician?
Select... Yes No
Master Electrician name / license number / expiration
Do all field electricians hold current Journeyman licenses (or apprentice registration under supervision)?
Select... Yes No
Number of licensed Journeyman Electricians on staff
Any additional state or municipal licenses relevant to solar (GC, low-voltage, home improvement, etc.)?
Select... Yes No
Additional licenses (type / number / jurisdiction)
Has the company or any owner/principal had a contractor license revoked, suspended, or denied in any state in the last 5 years?
Select... Yes No
Details (if applicable)
Insurance & Safety Record
General Liability of at least $500,000 per occurrence / $1,000,000 aggregate?
Select... Yes No
General Liability carrier name, Policy Number
Workers' Compensation insurance?
Select... Yes No
Workers' Comp carrier / policy number
Commercial Auto Liability of at least $250,000 combined single limit?
Select... Yes No
Auto carrier / policy limits
Excess / Umbrella Liability of at least $500,000?
Select... Yes No
Umbrella carrier / policy limits
Can you provide a COI naming MicroGRID Energy, LLC as additional insured upon request?
Select... Yes No
Describe your company's safety program (OSHA compliance, fall protection, jobsite safety training, etc.)
Any OSHA citations, safety incidents, or recordable injuries in the last 3 years?
Select... Yes No
Details (if applicable)
Current OSHA EMR (Experience Modification Rate), if available
Vehicles & Field Presence
How many company-owned or leased vehicles are used for installation work?
If Other, please describe
Willing to display MicroGRID-provided vehicle magnets on job-site vehicles (provided at no cost)?
Select... Yes No
If provided additional consistent work, can you acquire additional vehicles within a reasonable timeframe?
Select... Yes No
Briefly describe your ability to scale fleet capacity
Manpower & Crew Structure
Total number of field personnel employed
How many installation crews can you field simultaneously?
Typical crew composition (crew lead, journeyman electrician, installers, roof lead, battery tech, etc.)
Average crew size
Large Residential solar + battery installs per week at full capacity?
Do you use subcontracted labor for any portion of installation work?
Select... Yes No
If yes, what scope do you sub contract? How do you ensure quality? Do you run background checks?
Current annual employee turnover rate (approximate)
Service Area & Capacity
Regions / counties you can cover without travel adders or per diem
Furthest distance (miles or drive time) your crews typically travel for a standard install
Existing physical presence (office, warehouse, staging) in any of those regions?
Select... Yes No
Location(s) and primary use
Experience & Technical Capability
Years performing residential solar installations
How many Residential Projects Installed Year to Date?
If Other, please describe
Approx. % of installs in the last 12 months that included battery storage
Other inverter brands
Other battery systems
Other racking systems
Has your crew performed ground mount installations?
Select... Yes No
Approximate number of ground mount installs completed
Has your crew installed on modular or manufactured homes?
Select... Yes No
Has your crew performed installs involving generator integration (Generac or similar)?
Select... Yes No
Certifications & Training
List manufacturer-specific or other certifications, including holder names
Do you participate in ongoing training as new equipment, codes, or manufacturer requirements are released?
Select... Yes No
Briefly describe your training process
Technology & Process Compatibility
Do you use a CRM, project management, or scheduling software for field operations?
Select... Yes No
Platform(s) used
Is your team comfortable submitting photo documentation and virtual inspections through a third-party platform (e.g. Site Capture)?
Select... Yes No
Other platforms used
Reliable smartphone/tablet access in the field for all crew (GPS enabled) for photo documentation?
Select... Yes No
References
Please provide at least two professional references, ideally from prior EPC or solar company relationships.
Reference 1 — company name
Reference 1 — contact name / title
Reference 1 — phone / email
Reference 1 — relationship and nature of work performed
Reference 2 — company name
Reference 2 — contact name / title
Reference 2 — phone / email
Reference 2 — relationship and nature of work performed
Reference 3 (optional) — company name
Reference 3 (optional) — contact name / title
Reference 3 (optional) — phone / email
Reference 3 (optional) — relationship and nature of work performed
Financial & Business Stability
Years in business under current ownership
Bankruptcy or significant restructuring in the last 5 years?
Select... Yes No
Details (if applicable)
Any active liens, judgments, or unresolved legal disputes related to construction or installation work?
Select... Yes No
Details (if applicable)
Able to operate on Net terms (e.g. Net 15 / Net 30) for project remittances?
Select... Yes No
Briefly describe your company's growth plans or capacity goals for the next 12 months
Culture & Fit
What does your company prioritize most when representing itself on a customer's property?
How does your team typically handle a customer concern or complaint during installation?
Anything else you'd like MicroGRID to know about your company, team, or capabilities?
I certify that the information provided is true and accurate to the best of my knowledge.
Your information is secure and reviewed by our partnership team.