Project Scope
Define array size (kW/kWh), mounting system type, inverter and module models, site boundaries, and exclusions so responsibilities are clear.
A unified project management form reduces ambiguity between owners, EPC contractors, and inspectors by specifying technical requirements, timelines, and acceptance criteria in one place.
Use consistent roles and contact information so approvals, RFIs, and change orders route quickly during construction and commissioning.
Define array size (kW/kWh), mounting system type, inverter and module models, site boundaries, and exclusions so responsibilities are clear.
List module electrical ratings, inverter efficiencies, PV layout diagrams, stringing, conductor sizes, combiner and disconnect details, and grounding plans.
Record key dates for procurement, mobilization, inspections, interconnection application, commissioning, and final acceptance to align contractors and inspectors.
Include factory inspection requirements, pre-installation checks, commissioning tests (IR, insulation resistance, performance), and acceptance thresholds.
Document permit numbers, AHJ conditions, interconnection application IDs, utility requirements, and required reports for incentive or warranty programs.
Provide role-based signature blocks with dates for preparer, reviewer, owner representative, and commissioning authority to finalize acceptance.
| Field | Configuration |
|---|---|
| File Format | Use PDF/A for long-term preservation and consistent rendering |
| Signer Order | Set role-based sequential signing: EPC → Engineer → Owner |
| Authentication | Use email + SMS OTP for owner signers; stronger KBA for high-value projects |
| Retention | Retain completed PDFs plus audit logs in project repository |
Choose a platform that preserves audit trails and produces tamper-evident signed PDFs to satisfy permitting authorities and auditors.
Submit with full attachments so AHJ review begins; timing varies by jurisdiction
Order long-lead items early to meet installation milestones
Mark mobilization date to coordinate inspections and crew schedules
Schedule commissioning tests and interconnection application completion
Date owner signs acceptance and triggers final payment
Finalize drawings and technical specs for permit application.
Receive AHJ approvals and utility interconnection conditional approval.
Complete array mounting, electrical work, and equipment installation.
Execute tests, remedy punch list, and obtain owner sign-off.
Export completed form as PDF/A to preserve layout and embedded metadata for long-term storage.
Include datasheets, structural calculations, module layout drawings, and commissioning reports as discrete attachments.
Retain original editable DOCX or spreadsheet versions for internal change control and auditing.
Store encrypted backups in cloud storage with versioning and access controls.
| 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 by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | Depends on plan |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No envelope cap | 100 envelopes/user/year | Depends on plan | Depends on plan | Depends on plan |