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Documentation Validation Manuals
Bright Holdings I LLC - Corporate Info and Documents
(contact Jonah directly if you need to update) Key Info: Legal Name: Bright Holdings I LLC Address (as of Jan 2023): 2243 Filbert St, SF CA 94123 AND RIO NAZAS 109, CUAUHTEMIC, CDMX 06100, MEXICO EIN: 61-1766669 Documents Certificate of formation ...
Validation Guide (CFE MGMT Checklist Item)
WIKI OVERVIEW Wiki Purpose: The objective of the CFE management process is to facilitate UVIE requirements, ensure proper documentation for special name and address changes, and adhere to IDB eligibility criteria, subject to variations based on CFE office r...
Validation Guide (Special Approval Checklist Item)
WIKI OVERVIEW Wiki Purpose: Establish a streamlined process for Sales or CE to request activation of the 'special approval' item on the Project approval checklist, involving Approval Analysts verifying economic feasibility criteria, CEO review, and iterativ...
Validation Guide (Proposals)
WIKI OVERVIEW Wiki Purpose: The objective is to meticulously review and either approve or reject the Validation Guide (Proposals) by verifying its alignment with the contract, ensuring adherence to the same consumptions as the CFE bill, verifying absence of...
Validation Guide (Contracts)
WIKI OVERVIEW Wiki Purpose: Streamline the Contract Validation process by systematically reviewing and either approving or rejecting the "Contrato de Suscripción" checklist on the corresponding Lead page, ensuring accurate contract information adherence to ...
Validation Guide (Credit Checks of Personas Fisicas)
WIKI OVERVIEW Wiki Purpose: To efficiently review and approve/reject credit checks for individual clients by accessing the authorization sheet, cross-referencing lead data, matching it with the authorization form, rejecting or modifying as necessary, retrie...
Validation guide (Diablito)
WIKI OVERVIEW Wiki Purpose: Ensure accurate determination of load requirements by cross-referencing CFE-installed and contracted load information within OPS NOTES to determine the necessity of potential load increase with CFE for eligibility and alignment w...
Validation Guide (Property Docs)
WIKI OVERVIEW Wiki Purpose: To systematically review and approve/reject Property Docs by cross-referencing details such as address consistency with CFE Bills, verifying subscriber and co-subscriber IDs, confirming document types, names, and visible first an...
Validation Guide (IDs)
WIKI OVERVIEW Wiki Purpose: Establish and implement a streamlined validation process adhering to underwriting criteria, ensuring accurate review and approval/rejection of Identification Guide revisions based on stringent verification protocols. Wiki Owner:...
Bright Exchange Inc - Corporate Info and Documents
Contact Jonah directly if you need to update (temporarily hopefully - in the future it should be Legal or Corp Ops) Key Corp Info: Legal Name: Bright Exchange Inc Address (as of Jan 2023): 4255 Nethercott Lane, PO Box 1723, Wilson Wy 83014 EIN: 465574442...
Bright’s Days off Policy
WIKI OVERVIEW Wiki Purpose: To prioritize the holistic well-being of our remote workforce, we are implementing a robust day-off policy encompassing vacations, mental health leave, and sick days. This policy will foster a healthy work-life balance while supp...
Lead Assignation Process for Residential and Small Commercial
Wiki Overview Wiki purpose: establish one source of truth for how we assign leads at Bright to incentive proper care and conversion of leads we buy Validity: Valid until December 31st 2024 Wiki owner: @Jonah Greenberger Lead Assignation Philosophy Sum...
Debt Restructuring Rules and Guidelines for Customers Facing Financial Hardships
WIKI OVERVIEW Wiki Purpose: To establish a standardized process for updating contracts, requiring a 13-year renewal with a full term pagaré, while allowing exceptions for contracts to be adjusted to the remaining years, subject to written approval from a pe...
Bright's Bank Account Information for New Suppliers
(contact Jonah if you need to update) Bright Exchange SAPI de CV: Bank: Banco Nacional de México (Banamex) Bank Number: 002 Beneficiary: Bright Exchange SAPI de CV Plaza: 180 Branch office (Sucursal) : 661 Account Number: 9507108867 Account CLAB...
Bright Exchange SAPI de CV - Corporate Info and Documents
(contact Jonah directly if you need to update) Key Info: Legal Name: Bright Exchange SAPI de CV Address: BENJAMIN HILL 1 S 100 NA 0 NA 0, HIPODROMO CONDESA, CUAUHTEMOC 06170, Mexico City BEX140624LM3 info on our bank accounts here! Contract details ...
Bright’s Collections Team Philosophy and Policy
Wiki Overview Wiki Purpose: Establish the one source of truth on what actions we take for each delinquent customer to enable best practice creation and training. Bright has adopted the following collections policy designed to identify payment problems e...
Bank Account References
(contact Jonah if you need to update) Transfers TO Bright For transfers in MXN to BRIGHT EXCHANGE S.A.P.I. DE C.V. Banamex Account: Bank: Banamex MXN Sucursal = 7010 Cuenta = 0112246 CLABE: 002180701001122463 For transfers in USD to BRIGHT EXC...
Bright contract details
(contact Jonah if you need to update) Bright's RFC (Invoicing Information) RFC: BEX140624LM3 Razon Social: BRIGHT EXCHANGE S.A.P.I. de C.V. Regimen: Régimen General de Ley Personas Morales Dirección: BENJAMIN HILL 1 S 100 NA 0 NA 0, HIPODROMO CONDESA...
Delegation of Authority
What is Delegation of Authority (DoA)? This is the ONE and only source of truth on what folks are permitting to do at Bright related to cost and liability (expenses, signatory authority, custom proposal authorization, etc). DoA is about authority but not...
Validation Guide (Custom Checklist Items)
WIKI OVERVIEW Wiki Purpose: Ensuring the project's compliance by verifying the latest template usage, data accuracy in specific documents, correct project naming, subscriber and cosubscriber IDs linking to the Ops portal, RTVR consideration, Company Summary...