Can this form be signed electronically?

Yes. Electronic signatures are valid under the federal ESIGN Act (15 U.S.C. ch. 96) and state UETA laws in most jurisdictions, provided intent, consent, attribution, and retention requirements are satisfied.

Is notarization required?

Not typically for basic site evaluations, but some permitting authorities, financing agreements, or utility programs may require notarized signatures or remote online notarization depending on state rules.

What if a field needs correction?

Record revisions using a new version number or amendment block, note the date and author, and retain prior versions. For material changes, notify affected reviewers and resubmit to permitting or financing parties as required.

Who must sign for a commercial property?

Authorized property representative or corporate officer should sign; lenders or contractors may also require countersignatures depending on contract and financing terms.

How should photos be attached?

Attach labeled, high-resolution images with captions describing location and orientation. Include at least one wide view and close-ups for critical areas such as penetrations or electrical panels.

How long should we retain the form?

Keep active project records for the contract term plus at least three years; retain tax-related documents per IRC §6501(a) and HIPAA-covered material for six years if applicable.

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Solar Installation Evaluation Form

Solar Installation Evaluation Form

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

SOLAR INSTALLATION EVALUATION FORM AND EVALUATION AGREEMENT

This Solar Installation Evaluation Form and Evaluation Agreement (the Agreement) documents the site evaluation performed and the terms under which Evaluator will provide a solar installation evaluation for the Client.

WHEREAS

WHEREAS, Client Name: desires to obtain a professional evaluation of the subject property for a potential solar installation; and

WHEREAS, Evaluator Name: is qualified to perform site assessments, shading analysis, and to prepare a written evaluation and recommendations; and

WHEREAS, the parties desire to set forth the scope of the evaluation, payment terms, confidentiality obligations, and other terms and conditions applicable to the evaluation.

PROJECT IDENTIFICATION

Project Address Client Contact Evaluation Date

SCOPE OF WORK (DETAILED)

Evaluator shall perform a professional site evaluation that includes: on-site inspection of roof or ground-mount locations, shading assessment, electrical service inspection, preliminary system sizing, equipment recommendations, permitting checklist, safety observations, and a written evaluation report containing findings and recommendations.

Detailed scope and deliverables

SITE CONDITIONS & OBSERVATIONS

Roof Type & Condition Net Usable Area for PV Shading Observations Electrical Service

PROPOSED SYSTEM SUMMARY

Preliminary System Size (kW DC) Estimated Annual Production Recommended Equipment

PERMITTING & SITE ACCESS

Permitting Required: Yes No

Local Permit Authority Site Access Constraints / Safety Concerns

DOCUMENTATION & PHOTOS

Photo checklist (mark taken): Roof overview Proposed array location Electrical panel/meter Shaded areas

PAYMENT TERMS FOR EVALUATION SERVICES

Evaluation Fee Amount: $

Payment Schedule

Late Payment Fee: on overdue balances. Client agrees that Evaluator may suspend delivery of final evaluation report for overdue amounts in accordance with the schedule above.

TERM AND TERMINATION

Agreement Effective Date: Agreement End Date (if applicable):

Either party may terminate this Agreement for material breach if such breach remains uncured for days after written notice. Termination shall not relieve Client of payment obligations for services performed prior to termination.

CONFIDENTIALITY

Each party shall keep confidential all non-public information disclosed in connection with the evaluation and shall not disclose such information to third parties except as required by law or to professional advisors bound to confidentiality. Information that is or becomes publicly known other than through breach of this Agreement, or that is independently developed without use of the other party's confidential information, is excluded from this obligation.

LIMITATION OF LIABILITY

Evaluator's liability for claims arising out of or related to this evaluation shall be limited to direct damages not to exceed the total fees paid to Evaluator for the services performed under this Agreement. In no event shall Evaluator be liable for consequential, incidental, or punitive damages.

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the State of without regard to conflict of laws principles.

ENTIRE AGREEMENT

This Agreement constitutes the entire understanding between the parties concerning the subject matter herein and supersedes all prior proposals, agreements, and communications, whether written or oral. No modification of this Agreement shall be effective unless in writing and signed by authorized representatives of both parties.

ADDITIONAL NOTES / OBSERVATIONS

EVALUATOR CERTIFICATION

Evaluator certifies that, to the best of Evaluator's knowledge and professional judgment, the observations and recommendations contained in this evaluation are accurate based on the visual inspection and limited testing performed on the evaluation date. The evaluation is not a guarantee of system performance, and final system design, permitting, and installation are subject to further engineering, permitting review, and site conditions.

Client:

By:

Date:

Evaluator / Contractor:

By:

Date:

What the Solar Installation Evaluation Form Is

The Solar Installation Evaluation Form documents a rooftop or site assessment performed before a solar photovoltaic system is designed and permitted. It records property ownership, structural and electrical conditions, shading analysis, system sizing estimates, and permit-related measurements. The form helps installers, engineers, permitting authorities, and financiers evaluate feasibility, identify risks, and calculate costs and timelines. When completed accurately it supports permit applications, interconnection requests, rebate or incentive submissions, and contract scopes of work while preserving a clear audit trail for future warranty, safety, or regulatory review.

Why an Evaluation Form Matters for Projects

A consistent evaluation form reduces errors, speeds permitting, and creates a single source of truth for design, safety, and financing decisions. It documents conditions that affect cost, timeline, and system performance while protecting all parties with clear records.

Who Typically Completes and Uses This Form

Several roles participate in preparing and relying on the Solar Installation Evaluation Form; responsibilities vary by project size and regulatory environment.

Solar installers and site assessors — Perform on-site measurements, shading analysis, roof and electrical condition checks and record the technical data required for design and permitting.
Engineers and designers — Use the documented field data to size arrays, specify mounting, and confirm structural load limits before issuing final plans.
Property owners and facility managers — Review recorded conditions, confirm ownership and access details, and understand maintenance or warranty obligations.

Clear role assignment reduces rework, shortens review cycles, and establishes accountability for safety, code compliance, and later inspections.

Step-by-step: Completing the Evaluation Form

Follow these sequential actions on site or in the office to collect accurate data and produce a usable report for design, permitting, and financing.

01

1. Verify site: Confirm property ownership and access permissions before inspection.
02

2. Inspect roof: Record orientation, pitch, material, age, and structural concerns.
03

3. Electrical survey: Note service size, main panel location, conduit routes, and inverter space.
04

4. Document evidence: Attach photos, measurements, and shaded-area sketches to the form.

Required Form Fields at a Glance

Owner Name: As on deed

Site Address: Full mailing address

Contact Phone: Include area code

System Size: kW DC estimated

Roof Details: Material, pitch, age

Attachments: Photos and sketches

Common Pitfalls to Avoid

Missing or partial electrical data that forces a return visit and delays interconnection paperwork.
Poorly labeled photos that make it hard to match imagery to the correct roof section or equipment.
Failing to confirm HOA or utility consent ahead of permitting, which can stop approval after submission.
Using approximate measurements instead of measured dimensions, leading to incorrect system sizing and permit rejection.

Risks of Inaccurate or Incomplete Forms

Permit Delays: Additional review cycles

Rework Costs: Extra site visits and redesign

Interconnection Holds: Utility may reject application

Warranty Issues: Claims may be denied

Regulatory Fines: Code violations risk penalties

Liability Exposure: Safety defects increase risk

Typical Submission and Review Workflow

A standardized workflow improves throughput from initial assessment to permit issuance and final interconnection.

Upload Form: Submit completed PDF with attachments to project folder.
Internal Review: Design team checks measurements and electrical inputs.
Permit Submission: Send required documents to local permitting office or authority.
Inspection & Interconnect: Schedule inspection and submit interconnection request once installed.

Online Configuration Checklist for Digital Use

Recommended platform settings and field behavior for a reliable digital evaluation form workflow.

Setting	Recommended value
Required Fields	Owner, address, inspection date, photos
Conditional Logic	Show electrical fields when service present
Attachment Types	Accept JPEG, PNG, PDF up to 25 MB
Notifications	Email to assessor, designer, and owner

Technical Requirements for Digital Forms and Signatures

Ensure the platform supports secure upload, conditional fields, and audit trails to maintain data integrity and compliance.

File Formats: PDF, DOCX, JPG, PNG
Integrations: Salesforce, NetSuite, Procore
Authentication: Email or SMS code

Typical Timelines and Permit Deadlines

Timelines vary by jurisdiction and program; plan for permit, inspection, and interconnection milestones to avoid schedule slips.

Site Survey to Design:

2–7 business days typical

Permit Review Window:

2–6 weeks, varies by municipality

Installation Duration:

1–5 days for residential systems

Inspection Scheduling:

1–3 weeks after request

Interconnection Approval:

2–8 weeks depending on utility

Key Project Milestones

A sequential view of core milestones helps teams coordinate site access, materials, and inspections to keep projects on schedule.

01

Site Survey Completed

Gather measurements, photos, and electrical data for design.

02

Design & Permit Ready

Finalize drawings and submit to authority having jurisdiction.

03

System Installation

Mount panels, install inverters, wire to main service.

04

Inspection and Interconnect

Pass inspection then request utility interconnection approval.

How This Form Differs from Related Documents

Compare the evaluation form with other common documents to pick the right template for each project phase.

Document Type	Purpose	Typical Signer
Solar Installation Evaluation Form	site suitability	installer/engineer
Site Assessment Report	detailed survey	geotech or surveyor
Permit Application	code approval	permitter/owner
Interconnection Application	utility approval	owner/installer

eSignature Vendor Comparison for This Form

Neutral comparison of typical vendor pricing and key capabilities relevant to signing and submitting Solar Installation Evaluation Forms.

	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 (available)	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

Practical Tips for Accurate, Efficient Completion

Applying consistent procedures reduces ambiguity and improves the speed of review and approval across stakeholders.

Use standardized photo capture

Capture high-resolution, time-stamped images with clear labels and orientation notes. Include at least one wide shot of the roof and close-ups of mounting points, electrical panels, and shading obstructions to accelerate reviewer decisions and prevent return visits.

Confirm ownership and access

Verify ownership and any easements or roof access agreements before survey. Document HOA or landlord permissions in writing and attach them to the evaluation to avoid permit rejections or disputes during installation.

Measure precisely

Use laser or tape measurements and record units consistently. Accurate panel layout dimensions reduce the risk of redesigns and additional material costs after permit submission.

Version and track changes

Assign a unique form ID and record each revision. Maintain an audit trail showing who changed fields and when, so design, permitting, and warranty teams can reconcile discrepancies efficiently.

Practical Examples of How Teams Use the Form

The following examples illustrate common residential and commercial uses of the Solar Installation Evaluation Form.

Residential Install

A homeowner schedules a site visit and receives a detailed evaluation documenting roof condition and shade

Evaluator records precise measurements and attaches photos
The completed form supported the permit application and reduced inspector questions, enabling a faster approval and single follow-up visit during installation.

Commercial Project

A small business orders a rooftop array and requires a structural check and interconnection estimate

The assessor documents structural notes and electrical capacity
The shared evaluation allowed the design and finance teams to finalize system scope and present loan terms to the owner promptly.

Who Signs and Certifies the Form

Site Assessor — Lead Inspector

The assessor certifies the accuracy of measurements, photos, and technical observations; this professional attests to field conditions and is the primary contact for follow-up technical questions.

Property Owner — Homeowner

The owner confirms access, provides authorization for installation and permitting, and signs any consent or disclosure sections required by the permitting authority or financing party.

Frequently Asked Questions and Troubleshooting

Answers to common questions about signing, notarization, revisions, and filing practices for the evaluation form.

Need help? Contact support

Can this form be signed electronically?
Yes. Electronic signatures are valid under the federal ESIGN Act (15 U.S.C. ch. 96) and state UETA laws in most jurisdictions, provided intent, consent, attribution, and retention requirements are satisfied.
Is notarization required?
Not typically for basic site evaluations, but some permitting authorities, financing agreements, or utility programs may require notarized signatures or remote online notarization depending on state rules.
What if a field needs correction?
Record revisions using a new version number or amendment block, note the date and author, and retain prior versions. For material changes, notify affected reviewers and resubmit to permitting or financing parties as required.
Who must sign for a commercial property?
Authorized property representative or corporate officer should sign; lenders or contractors may also require countersignatures depending on contract and financing terms.
How should photos be attached?
Attach labeled, high-resolution images with captions describing location and orientation. Include at least one wide view and close-ups for critical areas such as penetrations or electrical panels.
How long should we retain the form?
Keep active project records for the contract term plus at least three years; retain tax-related documents per IRC §6501(a) and HIPAA-covered material for six years if applicable.

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