Checklist Template Information
Maintainer: Blu Banyan
Version: 1
Tags: Residential
Description:
Section 1: Ground

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Record total hours the installation team was on site for this visit, from the moment the crew arrived until they departed for the day.
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Confirm that the approved building permit is physically present at the job site and posted as required by local code.
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Verify that the actual installation matches the approved permit plans. If 'No' you must explain the discrepancy in the next field.
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If the installation does not match the approved plans provide a detailed explanation of what differs and why (e.g. roof obstruction found, change order approved etc.).
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Estimate the number of additional hours needed to complete the installation. This helps with scheduling and resource allocation.
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Confirm that all set screws on ground mount racking systems are properly tightened to manufacturer specifications. Select 'No' if this is a roof mount system.
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Confirm that the homeowner has been given a complete walkthrough of the system including operation, monitoring shutdown procedures, and maintenance requirements.
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Verify that all installation debris, packaging materials, and excess materials have been removed from the property and the site has been left clean.
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List all installation team members present on site for this installation. Include names and roles.
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Enter the date when the installation or this phase of work occurred.
Section 2: Roof

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Confirm that all exposed conduit on the roof has been painted to match the roof color or as specified in the installation standards.
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Confirm that all solar modules have been physically installed on the mounting planes.
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Indicate if any roof tiles were damaged during installation and need replacement. Document approximate number and location if 'Yes'.
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Provide details about module installation status. If incomplete specify how many modules remain and any issues encountered.
Section 3: Electrical Ground

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Verify that all exterior electrical conduit on ground level or lower floors has been painted according to specifications and local aesthetic requirements.
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Confirm that grounding electrode system (ground rods) has been installed per NEC requirements. Select 'NA' if existing grounding is adequate.
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Provide details about grounding electrode installation including number of rods, location, depth, and bonding method.
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Verify that all electrical equipment (inverter, disconnect, load center, battery etc.) has been mounted and all conduit has been installed.
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Provide details about electrical equipment installation status. If incomplete specify which equipment remains or what work is needed.
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Confirm that all AC wiring from the inverter to the point of interconnection (main panel or load center) has been completed and terminated.
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Provide details about AC wire run. If incomplete specify what remains (e.g. wire pulling, terminations, interconnection).
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Record the serial number of all inverters. This is critical for warranty registration and system monitoring setup.
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Verify that all required NEC labels have been placed including: solar system warning labels, rapid shutdown labels, DC/AC disconnect labels, and directory labels.
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Provide details about labeling. If incomplete specify which labels are missing or need correction.
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Confirm that all module-level power electronics (optimizers or microinverters) are communicating and all strings are producing expected voltage.
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Provide details about string/optimizer status. If issues exist document which optimizers are not reporting and troubleshooting steps taken.
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Confirm that system monitoring has been configured and tested including data connection and that production data is being transmitted to the monitoring platform.
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Provide details about monitoring setup. Include monitoring platform connection method (WiFi/Ethernet/cellular) and verification that data is appearing correctly.
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Indicate if a supply-side (line-side) tap was performed to connect the solar system before the main breaker.
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Indicate if the main breaker was derated (reduced in amperage rating) to accommodate the solar system backfeed per the 120% rule.
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Indicate if a Hawaiian-style interconnection was completed.
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Indicate if a meter collar adapter was installed.
Section 4: Electrical Roof

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Confirm that all DC wiring from the solar array has been properly run and terminated.
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Provide additional details about the DC wire run status. If incomplete specify what work remains.
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Confirm that DC wiring from modules has been run to the roof junction box or combiner and properly terminated.
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Provide details about DC wiring to junction box. Specify number of strings wire sizing and any issues if incomplete.