Site Data
Document site coordinates, shading analysis results, roof or ground mount geometry, obstructions, and soil or structural reports so mounting decisions and structural calculations reference the same baseline data.
A clear template reduces rework, clarifies responsibilities, and accelerates permit and interconnection approvals by presenting a complete, consistent design package for reviewers and contractors.
The template is most useful when prepared by the project lead with inputs from engineering, permitting, and procurement teams.
Completed templates serve internal reviewers, permitting authorities, utility interconnection teams, and construction contractors during execution.
Document site coordinates, shading analysis results, roof or ground mount geometry, obstructions, and soil or structural reports so mounting decisions and structural calculations reference the same baseline data.
Provide single-line diagrams, PV stringing, inverter and combiner locations, wire sizing rationale, protection settings, and interconnection point details required by utilities and electrical reviewers.
List modules, inverters, racking, metering, disconnects, and manufacturer model numbers, warranty terms, and critical performance specs used to validate procurement and performance expectations.
Include design freeze, procurement lead times, permit submission dates, inspection windows, and construction milestones to align contracting and site readiness activities.
Attach local code citations, required forms, structural calculations summary, and expected inspection types so the permitting specialist can file complete applications the first time.
Provide a signatory section for client approval, engineer of record acceptance, and owner representative signature with dated version control and acceptance notes.
| Field | Configuration |
|---|---|
| Signer Order | Sequential by role: Engineer → PM → Client |
| Authentication | Email link for internal signers; SMS code for external clients |
| Conditional Fields | Show commissioning checklist only after approvals are checked |
| Notifications | Auto-reminders at 3 and 7 days after request |
Ensure the e-signature platform supports the file formats, integrations, and authentication you need before routing the template.
Set an internal due date to allow two weeks for plan-review corrections.
Enter the requested interconnection target date to trigger application and study timelines.
Typical internal review target is 5–10 business days per engineering cycle.
Specify client response window, often 7–14 days to avoid schedule slips.
Book inspection at least two weeks after construction handover, pending local availability.
Finalize technical drawings and equipment lists before procurement begins.
File complete permit package and track reviewer comments.
Place purchase orders and confirm lead times for long-lead items.
Complete testing, inspections, and utility interconnection procedures.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
A small installer used the template to consolidate site survey and equipment lists before permit filing
An EPC standardized submittals across five projects using one template