Please note this sample process may not perfectly reflect every company’s timeline or procedures, but we hope it will shed some light on the kinds of steps that would occur when going solar.
Discovery Call
Before a homeowner can go solar, there are steps to take to ensure eligibility. This is very important since not every home qualifies. Determining eligibility usually occurs at the time of a Discovery Call. Not only will you have an opportunity to connect with your solar consultant, the consultant will use this opportunity to gather some information about you, your home, and your energy needs. They do this to have a solid understanding of your energy usage, to make sure your home is eligible for solar, and also to ensure you qualify financially. This is not particularly complicated, but it’s best to ensure eligibility before going any further into the process.
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Review of Electric Bill
Obtaining a copy of a current electric bill is essential. The consultant needs to know the amount of energy a homeowner uses to determine the size and cost of the solar PV system they need. The bill shows how much money the homeowner is currently paying per kWh of energy. Also, the usage shown tells how much power needs to be offset by solar. Having the information helps the consultant calculate the value proposition and savings the homeowner may see in their solar proposal. The bill will generally show the usage over the past 12 months. The consultant will likely want to ask questions to elicit whether there may be any changes to the homeowner’s current or future energy needs (for example, college students moving out of the house, electric vehicles being purchased, pools or saunas being installed, etc.)
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Home Eligibility Review
This usually happens before or during the Discovery Call as well. Roof orientation, size, type, and quality are essential in determining eligibility. The consultant will likely pull up satellite imagery of the home during the Discovery Call to verify details of your home, your roof, and the area around it.
Usually satellite and street-view images are sufficient to get a sense of the general eligibility, but they may have questions for you to better understand the property. They are mainly looking to ensure there are no, or only limited, obstructions to the sun. The images online can be on the older side and sometimes trees or branches have since been removed.
Confirming the type, quality, and age of the roof is also key. It is important that the roof is in good condition. Don’t let that stop you if you do need a new roof. The consultant may be able to include a roof proposal and financing for that as well, or at the very least a roofing referral.
You will likely be asked about your main electric panel is well to ensure it can handle the needed capacity for solar energy being supplied to your home.
Only by looking at your roof can it be decided if your home is a good candidate for solar. Additionally, this enables the design such that the panels can be placed where they will provide the best overall solar production. A ground mount is another option if, for example, the home’s roof is not facing in an advantageous direction or there are too many obstructions.
After gathering that information, the consultant may need to share the information and insights with the company’s engineering department to help confirm eligibility and help facilitate the best design to maximize the sun exposure..
The financial eligibility, including tax incentives and rebates, vary by homeowner and by location. Depending on your geographical market, you may have more incentives to help offset the solar system costs. Aside from that, it would be good to indicate if you plan to borrow all the money, whether you plan to pay in cash, or whether you will do both – cash and financing.
Understanding a homeowner’s financial situation where it relates to the solar purchase is not only important to determine eligibility, but it's also important so the consultant can try to provide the best financial option and proposal for you. Again, if the homeowner does not currently have the funding, there are plenty of financing options available. Most financing options require a minimum credit score of 650 or higher, however.
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Proposal/Presentation
Every company, and each consultant for that matter, may present a solar proposal in a different format. Generally, each would seek to have taken your energy usage and needs into consideration, along with information about your roof to provide you with the most beneficial design and appropriate number and types of panels and inverters that maximize your property’s sun exposure at the most affordable price. Obviously, this too may vary for a number of reasons, including different pricing on equipment as negotiated by each company. Hopefully each proposal would show the value proposition and produce some sort of energy savings report to help the homeowner evaluate whether solar is right for them and their home.
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Loan Prequalification
If the homeowner is going through a lender for financing, the consultant will likely have the customer pre-qualified for the loan before moving forward.
Contract Signing and Financing Agreement Implemented
If all parties want to move forward with the proposed plan, there will be an agreement or contact signed prior to moving forward.
On-site Survey
Prior to any installation, either the installer or someone certified to do the site survey assessment would go to the house to make certain the home is eligible and ready for solar. That individual doing the site survey would look at the roof, the property, and the main panel to make sure there are no issues.
Design
After the On-site Survey has been finalized and any pending issues resolved, the Solar System Design using CAD drawings would need to be confirmed.
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Permits
An application for a permit will be submitted to the utility company, as well as an interconnection application. When going solar, the homeowner needs an interconnection agreement, which gives them the approval for their solar energy system to connect and transmit energy to the utility’s grid once it is generating energy.
The utility company also needs to ensure the solar system will be safe and code compliant. To make that judgment, they’ll need to see component spec sheets and a wiring diagram to ensure everything is properly designed. The timeline for permit to approval varies by location.
Installation
Once the permit has been given the “green light”, the installation can be scheduled. The installation is usually completed over the course of a day or two.
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Inspection
After the system is installed, the permitting office will do an inspection to make sure everything has been installed correctly, according to code, and safe for use.
Permission to Operate (PTO)
Permission to operate (PTO) is an essential step that grants the homeowner approval to connect their solar panels to the electrical grid and turn their system on. It is the utility and local building authority which grant PTO after your system passes inspections.