Clone of Solar & ESS Plan Set Request Form

Solar & ESS Plan Set Request Form

v3.2 (Locked)
Contact Email
Contact Email (confirmation & copy of submitted request)*
example@example.com
Contractor of Record – Business Name*
Responsible for the permit, or write “Owner-Builder.”
Start Mode — What would you like to do first?*

On-site (photos & system setup first)Full submission (admin + utility info first)
Is the current contractor information already on file and up to date? -- This includes, license details, logo, and signature used on plan sets.*

Yes — information is on file and currentNo — information needs to be provided or updated
Contractor Business Name*
Legal business name as it should appear on plan sets.
Contractor License Holder Name*
This should match the signature provided.
Contractor License Number*
License Classification*
e.g., C-10, C-46
Business Address*
Business Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Upload Contractor Logo*

Used on plan sheets and cover pages.
Cancelof
Upload Contractor Signature*

Signature of the contractor license holder.
Cancelof
Project Identification — How You’ll Recognize This Job
Project Identifier*
How you will recognize this project
Construction Type
Is this project New Construction or Retrofit?*

New ConstructionRetrofit / Existing Home
How will you provide the architectural plans?*

Upload PDF files (Choose Upload PDF only if total files are under 10 MB.)Provide a download link (recommended for large plan sets) (Google Drive / Dropbox)
Architectural Plans Download Link*
Use Google Drive, Dropbox, or similar. Link must allow access without requesting permission.
Upload Architectural Plans (PDF — under 10 MB total)*

If your plans exceed 10 MB, select “Provide a download link” above instead.
Cancelof
We must verify the full client name exactly as it appears on the utility bill and the full service address before starting plans. How would you like to provide this information?*

Upload full utility bill (all pages – recommended)Manually enter client name (as shown on utility bill) and exact service address below
Project & Utility Account Information
Upload full utility bill (all pages) *

Cancelof
Utility Company*
Service Address*
Client Full Name as Appears on Utility Bill*
Upload a photo of the utility meter number*

Cancelof
Is there an existing utility net energy metering (NEM) or interconnection agreement for this site?*

YesNoNot sure / Skip for now
Existing NEM Agreement Number*
Agreement numbers vary by utility and program. Common examples include:• NEM 1.0: NEM-##### , NM-#####• NEM 2.0: NST-##### , NEM-#####
Upload NEM / Utility Interconnection Agreement or Screenshot*

Cancelof
Project Setup — Systems on Site
Existing PV (solar) on site?*

YesNo
Existing PV System
How will you provide documentation for the existing PV system?*

Upload existing PV plan set (Recommended)Upload equipment label photosUpload BOTH plan set and photos
Upload Existing PV Plan Set*

Cancelof
Upload Existing PV Equipment Label Photos*

Clear photos of module, microinverter/optimizer, inverter, and AC disconnect labels, plus the PV breaker in the MSP
Cancelof
Existing System POI (Breaker / Tap / Connection Point)*
Where does the existing PV connect? Example: ‘Main panel backfed breaker’, ‘Line-side tap in MSP’, ‘AC disconnect adjacent to meter’, ‘Subpanel breaker’, etc.
Existing ESS (battery) on site?*

YesNo
Existing ESS System
How will you provide documentation for the existing ESS (battery) system?*

Upload existing ESS plan set (Recommended)Upload equipment label photosUpload BOTH plan set and photos
Upload Existing ESS Plan Set (all pages)*

Cancelof
Upload Existing ESS Equipment Label Photos*

Clear photos of battery and inverter/charger labels, disconnecting means, and ESS breakers
Cancelof
Existing ESS Connection / POI*
Where does the existing ESS connect? (e.g., backup subpanel, main panel breaker, transfer switch, gateway, etc.)
Existing backup generator on site?*

YesNo
Existing Generator
How will you provide documentation for the existing generator system?*

Upload existing generator plan set (Recommended)Upload equipment / ATS label photosUpload BOTH plan set and photos
Upload Existing Generator Plan Set*

Cancelof
Upload Existing Generator / ATS Label Photos*

Cancelof
Existing Generator Connection / POI (Breaker / ATS / Tap / Connection Point)*
Where does the existing generator connect? Example: ATS ahead of MSP, ATS after main breaker, generator breaker in MSP, subpanel via ATS, etc.
Adding NEW PV in this project?*

YesNo
New PV System
Mounting Type*

Roof mountGround mountCarport / Patio coverNot sure yet
Module Identification (Wattage Required)*
Identify the exact module by wattage and full model variant (e.g., “REC Alpha 405W-AA”)
Quantity of Modules (This Type)*
Upload Module Spec Sheet (Required)*

Upload unlocked PDFs only
Cancelof
Add a second module type?*

YesNo
Second Mounting Type*

Roof mountGround mountCarport / Patio coverNot sure yet
Second Module Identification (Wattage Required)*
Identify the exact module by wattage and full model variant (e.g., “REC Alpha 405W-AA”)
Quantity of Modules (Second Type)*
Upload Second Module Spec Sheet (Required)*

Upload unlocked PDFs only
Cancelof
Roof Material*
Additional Roof Material(s) (if multiple)
If multiple roof materials exist, list each and its location.
Ground Mount Material*

Steel posts in concreteGround screwsBallasted blocksNot sure yet
Roof Framing Details — Use defaults or enter details?*

Use standard assumptions (designer to assume per code)I will enter roof framing details
Roof Framing Type*

TrussRafterOther / Not Sure
Framing Member Size*
Framing Spacing*
Additional Roof Framing Notes (multiple areas / mixed framing)
If the roof has multiple framing types, sizes, or spacings, describe each area here (e.g., “Main roof: 2×6 @ 24” o.c.; Patio cover: 2×8 @ 16” o.c.”).
Racking Manufacturer & Model*
Rail system used for this project.
Upload Racking Spec Sheet (Optional)

Upload unlocked PDFs only
Cancelof
Attachment Type / Model*
Roof attachment component used (e.g., FlashFoot2, Tile Hook, L-Foot with flashing, etc.)
Upload Attachment Spec Sheet (Optional)

Upload unlocked PDFs only
Cancelof
Additional Racking / Attachment Notes (multiple types)
If multiple rail or attachment systems are used (e.g., different roof areas), describe each here.
Ground Mount Notes (Required)*
Details not captured above, such as tilt angle, slope of grade, pier depth vs. diameter, or other site-specific mounting constraints.
Pergola / Patio Cover

Structural Shade Structure
Pergola new or existing?*

ExistingNew (being built as part of this project; same permit)Not sure
Pergola material*

WoodSteel / metalAluminumOther / Not sure
Upload pergola plans / drawings (Optional)*

Cancelof
Upload pergola wide-angle photo (Required if existing)*

Cancelof
PV system type*

String inverterMicroinvertersDC-coupled (with battery)Not sure yet
New Inverters / Microinverters / DC-DC Converters
Inverter Identification (Exact Model / Variant Required)*
Inverter Quantity (This Type)*
Upload Inverter/micro/optimizer Spec Sheet*

Upload unlocked PDFs only
Cancelof
Add another new inverter/micro/optimizer type?*

YesNo
Second Inverter Identification (Exact Model / Variant Required)*
Second Inverter Quantity (Number)*
Upload Inverter Spec Sheet (Second New Equipment Type)*

Upload unlocked PDFs only
Cancelof
Adding NEW ESS (battery) in this project?*

YesNo
New ESS System
Battery Manufacturer & Model*
Example: Tesla Powerwall 3, FranklinWH aPower 2, Enphase IQ 10C Battery, etc.
Number of Batteries (This Type)*
Add a second battery type? (If the model number is different, enter it as a second battery type (e.g., Powerwall 3 vs Powerwall Expansion Unit, aPower2 vs aPower S).*

YesNo
Second Battery Manufacturer & Model*
Second Battery Quantity*
Is a reduced battery output strategy being considered for this project?*

No — full rated output expectedYes — reduced output is plannedUnsure / Designer to determine
Indicate the intended or target battery output (kW)*
e.g., 10 kW, 7.6 kW, TBD
Will you upload battery spec sheets?*

No — standard battery, details entered aboveYes — I will upload battery spec sheets
Upload Battery Spec Sheet*

Upload unlocked PDFs only
Cancelof
Upload Second Battery Spec Sheet*

Upload unlocked PDFs only
Cancelof
ESS Location*

Exterior wall — habitable spaceExterior wall — non-habitable space (garage)Utility roomGarage (attached)Detached garageBasementShed / outbuildingOther / Not sure
Please describe the ESS location*
Brief description if location is other or not listed
Is the ESS location subject to potential vehicle impact? *

YesNoNot sure
Please explain the vehicle impact risk*
Example: parking proximity, driveway access, unclear conditions, fence in between
Bollards / curb stop requested for ESS protection? *

YesNoNot sure
Additional bollard / curb stop notes*
Please explain whether bollards or curb stops are being avoided if possible, or why the need is unclear based on site conditions.
Battery Arrangement*

Multiple – Side-by-sideMultiple – StackedMixed / Other (describe)
Mixed / Other Battery Arrangement Notes*
If multiple battery types or configurations are used, briefly describe how they should be arranged (e.g., how different units are grouped, stacked vs. side-by-side spacing, and any required clearances). This helps ensure the intended physical layout is captured correctly.
Mounting Type (ESS)*

Floor-mounted (resting on floor and secured to wall)Wall-mounted (above grade)Freestanding padOther / Not sure
Describe ESS Mounting Type*
Briefly describe how the ESS will be mounted if it’s not one of the options above.
Structural anchoring material for ESS / battery mounting (material fasteners will anchor into)*

Wood studsMetal studsCMU wall (concrete masonry unit)Brick masonry wallPoured-in-place concrete pad (site-poured slab or footing)Concrete pad with steel posts (battery mounts to steel posts embedded in concrete)Precast concrete pad (factory-made slab)Other / Unknown
Describe anchoring substrate (what fasteners will anchor into)*
Specify the structural material the ESS fasteners will anchor into if not listed above (e.g., layered assemblies, proprietary wall systems, mixed or uncertain structural conditions).
Is the mounting structure new or existing for this project?*

Existing mounting structure (installed under a separate or prior permit)New mounting structure (to be constructed under this permit)
Upload mounting structure details (required for new mounting structures)*

Upload plans, details, or sketches showing the new mounting structure (e.g., wall framing detail, concrete pad detail, steel post layout, footing/section).
Cancelof
ESS Location(s) – Wide-Angle Photo(s) (Required)*

Show the wall, floor, clearances, ceiling height, doors/windows, gas meters, and nearby equipment.
Cancelof
ESS metering or control device used*
This is the device that manages ESS monitoring, islanding, and utility interaction (e.g., Tesla Gateway, Tesla Backup Switch, Franklin aGate).
How does this ESS control device connect to the utility or service equipment?*

Meter socket adapter (MSA / meter collar — e.g. Tesla Backup Switch)Breaker in main service panelLug kit in main service panelService conductors / meter-side connectionTap connection (not recommended)Other (describe below)Designer to determine
ESS control device feeder breaker size*
Select the breaker size feeding the MID.
Describe ESS control device feeder*
ESS control device connection details*
Briefly describe how the ESS control device connects (example: factory service lugs at bottom of MSP, 225A lug kit, load-side tap between main breaker and sub-panel).
Will you upload ESS metering or control device spec sheets?*

No — standard device, details entered aboveYes — I will upload ESS metering or control device spec sheets
Upload ESS control device spec sheet (Gateway, Backup Switch, etc.)*

Upload unlocked PDFs only
Cancelof
Adding NEW backup generator in this project?*

YesNo
New Generator System
Generator Model*
Enter the generator make and model. This usually includes the kW rating.
Transfer Switch Type *
Fuel Type*
Gas Pipe Size & Type*
Enter the gas supply pipe size and material if known.
Generator Pad Type*
Upload Generator Spec Sheet*

Upload unlocked PDFs only
Cancelof
Upload ATS Spec Sheet*

Upload unlocked PDFs only
Cancelof
Additional Generator Notes (Optional)
Adding NEW EV charger in this project?*

YesNo
EV Charger
EV Charger Model (Optional)*
Example: Wallbox Pulsar Plus, Tesla Wall Connector, Enphase IQ Charger, etc.
Upload EV Charger Spec Sheet*

Upload unlocked PDFs only
Cancelof
Adding NEW main service panel upgrade (MSP) in this project?*

YesNo
Main Panel Upgrade
Proposed Main Panel Size*
If Other, enter proposed panel size
Site Overview

Create a marked-up site plan or satellite image that clearly shows the locations of the following:
- Main Service Panel (MSP)
- Utility Meter
- Existing equipment locations
- PV layout
- Inverter/combiner
- Battery
- Controller/MID
- Backup load panel
- Generator
- Fuel source
- Transfer switch
- Backup load panel
- EV charger
- New MSP location
Zoom to show the full property, take a screenshot, save it, and upload it below for equipment location markup.

Click here to open Google Maps in satellite view:
https://www.google.com/maps
Upload your map/satellite screenshot via "New Image" and then use the drawing tools below to clearly mark and label the locations of all relevant equipment (listed above) on the uploaded map/satellite image displayed here*
Upload marked-up OVERHEAD site plan or satellite image of the property with the above equipment locations called out*

Cancelof
Utility Service Type -- (Are there overhead utility lines coming from the utility pole to the roof or service mast, or does the service enter underground with no overhead lines visible?)*

Overhead serviceUnderground serviceNot sure (upload photo)
Will you upload MSP photos?*

Yes (Recommended)No (I’ll enter panel information manually)
Main Breaker Location / Feed Orientation -- (Where is the main breaker physically located in the panel, or is the panel hot-bus only with no main breaker present?)*

Top-fed (main breaker at top)Center-fed (main breaker in middle)Bottom-fed (main breaker at bottom)Hot bus (no main breaker)Not sure (upload photo)
Available Breaker Space for PV / ESS -- (Does the MSP have space to install the required PV and/or ESS breaker(s), or is the interconnection planned outside of the MSP (line-side tap, load-side tap, subfeed, etc.)? If unsure, select “Not sure” and upload a photo.)*

Yes – full-size breaker space availableLimited – tandems (twins/quads) requiredNo – panel is full / no spaceNot sure (upload photo)
MSP (Main Service Panel) Information

This refers to the meter-main combination panel or the first service-rated panel downstream of a detached utility meter.
MSP Interior Photo – Labels & Breakers*

Show the panel directory, breaker labeling, and all breaker positions.
Cancelof
MSP Interior – Deadfront Removed*

Optional but helpful for assessing busbar and conductor spacing. Square D panels often list bus ratings here.
Cancelof
MSP Wide-Angle Photo (Full Wall View)*

Show the entire wall, service entrance, conduits, and surroundings.
Cancelof
Busbar Rating (A)*
Enter number only (no "A")
Main Breaker Rating (A)*
Enter number only (no "A")
MSP Manufacturer (Optional)
Used to verify busbar ratings and breaker compatibility.
PV / ESS Interconnection Method -- (Select how the PV or ESS will be connected to the electrical system (breaker, tap, or other method).*

Breaker in main service panel or ESS control device panel (e.g., Gateway, aGate, System Controller — load-side interconnection)Line-side tap (before main breaker)Load-side tap (after main breaker)Subfeed from another panelOther / not sure
Upload Supporting Photos / Spec Sheets *

Upload unlocked PDFs only
Cancelof
How will the PV / ESS be connected? (Brief description)*
Briefly describe how the PV or ESS will be connected.
Backup Type*

Whole-home backupPartial backup (critical loads)Not sure / TBD
How will you provide partial backup load information?*

Upload photos of backed-up and non-backed-up panelsDescribe backed-up / non-backed-up loads instead
Backed-Up Loads Panel – Photo Upload*

Upload a clear photo of the panel or subpanel showing all circuit labels for the loads that will be backed up. All breakers and labels must be legible.
Cancelof
Non-Backed-Up Loads Panel – Photo Upload*

Upload a clear photo of the panel or breakers showing all circuit labels for the loads that will NOT be backed up. All breakers and labels must be legible.
Cancelof
Partial Backup Load Description (If Photos Are Not Available)*
If clear panel photos are not available, describe either the loads that are backed up or the loads that are not backed up.Explicitly list all 240 V (2-pole) breakers, including their breaker ratings (e.g., HVAC 40A 2P, Dryer 30A 2P, EV 50A 2P).
Additional Equipment Specs (Optional)
List any additional equipment models (Optional)
Custom Project Notes
Custom Project Notes
Enter any information that may help with the design, layout, or electrical planning. These notes are reviewed before drafting the plan set.
Upload any additional site audit photos?*

YesNo
Upload any additional site audit photos*

Upload any additional photos that may help with design or permitting (PV areas, ESS location, MSP/MPU, site conditions, etc.).
Cancelof
Questions or Comments for Designer (Optional)
Proceed to complete skipped required sections (or save and finish later)*

Proceed — complete administrative & utility information — must scroll back to the top (or save and finish later)
Should be Empty:

Solar & ESS Plan Set Request Form

Project Identification — How You’ll Recognize This Job

Construction Type

Project & Utility Account Information

Project Setup — Systems on Site

Existing PV System

Existing ESS System

Existing Generator

New PV System

Pergola / Patio Cover

New Inverters / Microinverters / DC-DC Converters

New ESS System

New Generator System

EV Charger

Main Panel Upgrade

Site Overview

MSP (Main Service Panel) Information

Additional Equipment Specs (Optional)

Custom Project Notes