Application for Installer Approval The following requirements apply to all installers interested in the partner financing programs administrated by Kilowatt Financial and Viewtech Financial Services. Additional documentation may be requested on a case by case basis. As part of our on-going monitoring process, additional documentation may be requested including copy of licenses, insurance certificates, business financial statements or tax returns, and additional reference documents. During the approval review, a company credit review, and if necessary due to inadequate company credit information, a business principal personal credit report may be obtained. All documents except the Blanket Retail Installment Contract Purchase Agreement can be submitted via email or fax. Please mail the original signed Blanket Agreement to 4761 E. Hunter Ave, Anaheim, CA 92807. Program requirements for all installer participants 1. 2. 3. 4. 5. 6. 7. 8. 9. Installer must have a valid contractor’s license in state where required. Installer must have two years minimum business experience. Installer must be able to provide a copy of their business license. Installer must provide a copy of their home improvement contract. Installer must be able provide certificate of worker’s compensation and general liability insurance, with $1 million minimum coverage. Kilowatt Financial and Viewtech Financial Services must be named as Certificate Holders on the general liability and worker’s compensation policies. Installer must agree to undergo a credit background check by KWF. Installer must be free of outstanding litigation relating to their work. Contractor must sign the required Blanket Retail Installment Contract Purchase Agreement. Please provide the following documents Signed & Completed Application Home Improvement Contract Signed Blanket Retail Installment Contract Purchase Agreement Kilowatt Financial, LLC www.kilowattfinancial.com Phone: (515) 978-6074 4761 E. Hunter Ave. Anaheim, CA 92807 installer@kilowattfinancial.com Fax: (763) 210-6894 Kilowatt Financial Installer Application Please fill out the application by completed each field entirely. Date Company Name Year Business Established Mailing Address City State Zip Residence Address City State Zip Principal SSN Principal DOB Principal Owner(s) & ownership % Additional Owners & ownership % Title Business Phone Number Business Fax Number Email Address Website Contractor's License Number Expiration Date Bond Company Bond Number Type Worker's Compensation Carrier Policy Number & Coverage Amount General Liability Carrier Policy Number & Coverage Amount Number of Employees Scope of Work Federal Tax ID Company Legal Structure (Corp, LLC, Partnership) Affiliate Businesses under common ownership Acknowledgment: The undersigned agrees that the above provided information is true and factual and that all license and insurance coverage is current and in-force. Kilowatt may request proof of coverage at any time and I agree to provide if requested. Applicant Signature Date Current Consumer Loan Partner(s) Credit References Please provide name and contact information for current open credit accounts. Company Name Account # Phone Number Fax Number Company Name Account # Phone Number Fax Number Sales Information Please provide annual sales volume for the past three years 2011 Sales 2012 Sales 2013 Sales Kilowatt reserves the right to request financial statements or tax returns upon certain volume milestones. If business financial statements or tax returns are readily available please submit with this application. Background Check Procedure The undersigned agrees to allow Kilowatt Financial, LLC to perform a contractor’s background check to become authorized as a Kilowatt financial services partner. By signing, I authorize Kilowatt Financial to check the company and, if necessary due to inadequate company credit information, the principal owner(s)’s credit history. The undersigned also certifies that all written information provided to Kilowatt Financial is factual and will be held in strict confidentiality and used exclusively for the purpose of review. I certify that neither I nor the company has any undisclosed outstanding litigation involving work performed which could cause disciplinary action by a state agency. I certify that the information provided is true and correct. Applicant Signature Date BPI ClimateMaster installer@kilowattfinancial.com 4761 E. Hunter Avenue Anaheim, CA 92807 Phone: (515) 978-6074 Fax: (763) 210-6894
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