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Solar Assessment and Quote Guides
Prepare and Review a Solar Assessment and Quote
A solar assessment outlines energy needs, site constraints, and the assumptions used to select a system architecture. A quote then translates the selected scope into equipment, work, options, terms, and price. This collection brings together three guides for preparing inputs, understanding the process, and reviewing a technical proposal.
The relevant fields vary depending on whether the project is residential, commercial, or industrial. The checklist below serves as a framework for preparation and comparison; it does not replace a site visit or the contractual documents required for a specific project.
1. Prepare the Project Inputs
- address, building type, use, and project objective;
- recent bills, load list, operating hours, and daily energy usage;
- starting demand, priority loads, and required backup duration;
- existing power grid, generator, or UPS; installation area; shade; and available space;
- photos, plans, cable lengths, access constraints, and target date.
2. Understand the Basis for Assessment
Check the input data, assumptions, PV-battery-inverter architecture, operating modes, design margins, protection, installation limits, and any points that still require confirmation on-site.
3. Review the Proposal and Quote
- equipment references, specifications, quantities, and documents;
- scope of supply, work, delivery, installation, and commissioning;
- price, currency, tax, validity, payment, schedule, and exclusions;
- warranty, maintenance, training, follow-up, and responsibilities.
Start with the guide on assessment inputs, continue with the quoting process, and use the proposal guide as a review checklist. The three cards remain in the archive’s current published order. This sequence ensures that technical assessment, commercial quoting, and proposal review remain three clearly distinct project decisions.
What Should a Solar Installation Proposal Include?
This guide outlines the areas to review in a solar proposal: design assumptions, architecture, equipment specifications and quantities, protection, supply and scope of work, pricing terms, warranties, maintenance, and exclusions relevant to the project.
Solar Installation Quote: How Is Your Quote Prepared, Step by Step?
This guide explains how project data is used to create a design basis, a proposed configuration, and a price quote. It helps clarify the technical assumptions, equipment, work, options, and the scope of the quote.
Solar Assessment: What Information Should You Gather Before Requesting a Quote?
This guide helps project owners gather information on energy consumption, load lists, schedules, backup requirements, grid data, site constraints, objectives, location, and other useful documents before requesting a reliable solar assessment and quote.