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Project Check List ZT
Project Check List ZT
Zane Turner

Project Check List ZT

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Free Project Check List ZT Checklist

Use this Template

Title Page

  • Project Name (Deal Name)

  • Conducted on

  • Prepared by

Site Assessment

Project Type

  • Ground Mount

    • Customer Info

  • Customer Name:

  • Customer Address:

  • Customer Email:

  • Customer Phone Number:

  • Customer Title (Owner, Project Manger, Facilities Manager, CPA, Facility Electrician, etc.):

Property Info

  • What name is listed on the utility bill for interconnection application purposes? Note if this is a: Empty lot, new building, etc.

  • Site Address:

  • What legal name is on the property parcel for permitting purposes? Include a screenshot of GIS.

Utility Info

  • Utility Company:

  • Intended Interconnection Voltage:

  • Phase:

  • Please contact engineering for additional details they may require and describe them in the text box below.

  • Additional photos per engineering request.

Electrical Photos

    Utility Meter

  • We need pictures of all the meters onsite

  • Utility Meter Close Up – clear image close up of meter

  • Utility Meter Far Away – meter and surrounding area showing space and other equipment with ground shown as well relative to array installment

    • Disconnect (if applicable)

  • We need pictures of all the disconnects onsite with the doors open

  • Disconnect Close Up – include all breakers and fuses

  • Disconnect Far Away – entire panel and surrounding area showing wall material and space available for PV disconnect and inverter mount as well as any other required equipment

  • Disconnect Sticker – clear image of rating

    • Generator and Transfer Switch (if applicable)

  • We need pictures of all the generators and transfer switches onsite

  • Generator and Transfer Switch – images that show where and how they are connected to rest of system with identifiable conduit pipes

  • If possible AND SAFE, Include: Pictures of inside of transfer switch

    • Electrical Panel (Main Service and Subpanels)

  • We need pictures of all the breaker panels onsite with the doors open

  • Electrical Panel Close Up – Include: main breaker, close up of one or more individual breaker(s) with label, and one photo of all breakers.

  • Electrical Panel Far Away – Include: entire panel, surrounding area, wall material, space available for disconnect and inverter mount, as well as any other required equipment. Also include anything coming in and out of the main breaker and where they lead to.

  • Electrical Panel Main Breaker and Bus Bar Sticker – Include: clear images of main breaker and bus bar rating on electrical panel, and all other labels.

    • Transformer

  • We need pictures of all the transformers onsite

  • Transformer - Include: visible enclosure labels, if possible.

  • Transformer Surroundings - Include: many angles around the transformer and, if possible, the location in relation to the main service panel and/or meter.

  • Is the transformer:

  • Is the transformer:

  • Please provide a photo including: all labeling and the visible wiring on the transformer(s).

  • Utility Provider Clearly Shown – meter or Electricity Bill to help with interconnection rules to follow

Monitoring

  • What are the customer's monitoring expectations?

  • Communication connection method

  • Show router location and associated wire path on site plan. Capture and include as many photos and info as you can about the router(s) and existing CAT5 cable run throughout the building.

  • Use the Opensignal App to identify the cell carrier and signal strength for the project location and upload the screenshot to the site photos folder. (View PDF for instructions on how to download and use the app.)

Site Photos

  • Array Location – image of array location including surrounding area of the potential array. If relevant, include a landmark with notes describing it's relevance.

  • Trenching Path – Use the "Array Location" photos or Google Earth and draw a path to the main service and/or interconnection point. Plant flags along the path if OK'd by customer, if the customer has a preference of the path, and if the flags are likely to remain until crew arrival.

  • Trenching Obstacles – Use the "Trenching Path" photos and clearly call out places where hand digging or bores would be needed, natural barriers, other service lines present along the path, driveway crossings and driveway material, concrete, and all other potential obstacles. Otherwise, mark up a google earth/maps screenshot where these obstacles exist. List the obstacles in the text box.

  • Provide wiring distance from array location to meter in linear feet and if possible, take a picture of wheeled distance.

  • Use the Moasure device to measure the customer's trench path and array location and follow the SOP below for correct submission instructions. If provided and OK'd by customer, plant a whisker to use as moasures start point, and accurately note the whisker's distance from a landmark so the crew may find it when they arrive.

  • Site Grade Information - After completing a moasure. Take a screenshot of the 2D topographic and 2D point capture views and note the start point. In addition, use google earth to draw the same perimeter/path taken with moasure, and note the start point.

  • Site Conditions - Use this field to note the condition of the soil. Include information about standing water, stone, and anything else that may affect building the structure of the array.

  • Does the customer have private line drawings/information available? If so, provide.

  • Interior Obstacles – Such as walls, furniture, equipment, etc. Anything that would affect the route of the cable run within the building. Required for any jobs that require cable runs through a building, pictures of the inside must be included.

    • Customer Provided Equipmnent

  • Is the customer providing any equipment?

  • Take pictures of all angle of the equipment, and include notes.

Maps/Drawings

  • Sketch - Google Earth screenshot with callouts.

  • Alignment - If applicable, indicate what landmark/feature the array will "square up" to, especially if the customer has a preference. (Ex. Fence line, tree line, property line, building, etc.)

  • Crew Access and Equipment/Materials - If applicable, callout crew access, staging of materials, truck and trailer parking, equipment parking, and etc.

  • Array Location - Relevant landmark drawn in if applicable.

  • Meter Location - Google Earth with meter location drawn in.

  • Trench Path - Google Earth with trench path drawn in.

  • Private Lines - Google Earth with private lines drawn in.

  • Router Location - Google Earth with router location drawn in, include CAT5 route if possible.

Additional Information

  • Does the customer have a preference on where solar equipment/inverter(s) are mounted? If yes, indicate to the customer that it is contingent on engineering/design approval, and provide an image calling out the desired equipment location.

  • Does the Customer have a local electrician?

  • Please return to the customer information section, and provide their contact information, especially if they wish to include them in project scope, status, and communications.

  • Does the Customer have a hard date that the system needs to be built by? If so, provide the reason to ensure compliance with specific requirements and the build by date. If no, NA.

  • Roof Mount

    • Customer Info

  • Customer Name:

  • Customer Address:

  • Customer Email:

  • Customer Phone Number:

  • Customer Title:

Property Info

  • What name is listed on the utility bill for interconnection application purposes?

  • Site Address:

  • What legal name is on the property parcel for permitting purposes? Include a screenshot of GIS.

Utility Info

  • Utility Company:

  • Intended Interconnection Voltage:

  • Phase:

  • Please contact engineering for additional details they may require and describe them in the text box below.

  • Additional photos per engineering request.

Electrical Photos

    Utility Meter

  • We need pictures of all the meters onsite

  • Utility Meter Close Up – clear image close up of meter

  • Utility Meter Far Away – meter and surrounding area showing space and other equipment with ground shown as well relative to array installment

    • Disconnect (if applicable)

  • We need pictures of all the disconnects onsite with the doors open

  • Disconnect Close Up – include all breakers and fuses

  • Disconnect Far Away – entire panel and surrounding area showing wall material and space available for PV disconnect and inverter mount as well as any other required equipment

  • Disconnect Sticker – clear image of rating

    • Generator and Transfer Switch (if applicable)

  • We need pictures of all the generators and transfer switches onsite

  • Generator and Transfer Switch – images that show where and how they are connected to rest of system with identifiable conduit pipes

  • If possible AND SAFE, Include: Pictures of inside of transfer switch

    • Electrical Panel (Main Service and Subpanels)

  • We need pictures of all the breaker panels onsite with the doors open

  • Electrical Panel Close Up – Include: main breaker, close up of one or more individual breaker(s) with label, and one photo of all breakers.

  • Electrical Panel Far Away – Include: entire panel, surrounding area, wall material, space available for disconnect and inverter mount, as well as any other required equipment. Also include anything coming in and out of the main breaker and where they lead to.

  • Electrical Panel Main Breaker and Bus Bar Sticker – Include: clear images of main breaker and bus bar rating on electrical panel, and all other labels.

    • Transformer

  • We need pictures of all the transformers onsite

  • Transformer (with visible enclosure labels, if possible)– needed to confirm phasing of system

  • Transformer Surroundings - Include: many angles around the transformer and, if possible, the location in relation to the main service panel and/or meter.

  • Is the transformer:

  • Is the transformer:

  • Please provide a photo including: all labeling and the visible wiring on the transformer(s).

  • Utility Provider Clearly Shown – Include meter photo or Electricity Bill to help with interconnection rules to follow

Monitoring

  • What are the customer's monitoring expectations?

  • Communication connection method

  • Show router location and associated wire path on site plan. Capture and include as many photos and info as you can about the router(s) and existing CAT5 cable run throughout the building.

  • Use the Opensignal App to identify the cell carrier and signal strength for the project location and upload the screenshot to the site photos folder. (View PDF for instructions on how to download and use the app.)

Site Photos

  • Array Location – image of array location including surrounding area of the potential array. If relevant, include a landmark with notes describing it's relevance.

  • Trenching/Wire Path – If possible, use the "Array Location" photos and draw a path to the main service and/or interconnection point. If not, capture new photos along the trench path. Plant flags along the path if OK'd by customer, and if they are likely to remain.

  • Trenching Obstacles – If possible, use the "Trenching Path" photos and clearly call out places where hand digging or bores would be needed, natural barriers, other service lines present along the path, driveway crossings and driveway material, concrete, and all other potential obstacles. Otherwise, mark up a google earth/maps screenshot where these obstacles exist.

  • Interior Obstacles – Such as walls, furniture, equipment, etc. Anything that would affect the route of the cable run within the building. Required for any jobs that require cable runs through a building, pictures of inside must be included.

  • Does the customer have private line drawings/information available? If so, provide.

    • Customer Provided Equipmnent

  • Is the customer providing any equipment?

  • Take pictures of all angle of the equipment, and/or include notes.

Structural Information

  • Roof Pitch

  • Use the Pitch Gauge App to identify the roof pitch and upload the screenshot. (View PDF for instructions on how to download and use the app.)

  • Roof Overall Dimensions - If the customer does not have drawings, use the measurement tool in google earth and include a screenshot.

  • Roof Material (Ex. Asphalt shingle, standing seam, corrugated, membrane, etc.)

  • Roof Obstructions (Photos, notes, and measurements)

  • Overhang - Does the eave extend beyond the exterior wall?

  • Does the customer have a preference on the wire path going through or around the eave overhang?

  • Roof Eave Height

  • Remember: 16' or greater eave height requires a lift, and should be included in pricing.

  • Low Eave Height Measurement - Use tape measure to measure height and if possible, include a photo with an identifiable door or garage door to confirm eave height.

  • Truss size and material (Ex. 2x4 Wood)

  • Truss Spacing – beware of possible hidden structural components underneath insulation and look for previous leaks, dark spots, cracks, and holes.

  • Purlin size and material (Ex. steel Z-purlin, 2x4 wood)

  • Does the customer have a preferred conduit path? (Ex. through soffit, through attic, etc.) Be sure to indicate to the customer that it is contingent on engineering/design approval.

  • Is the age of the roof known?

Maps/Drawings

  • Sketch - Google Earth screenshot with callouts.

  • Array Location Google Earth with array location drawn in

  • Array Location - Google Earth with distance to closest landmark drawn in.

  • Does the customer have a preference for the wire path to/from roof?

  • Provide a Google Earth screenshot with the path drawn in.

  • Meter Location - Google Earth with meter location drawn in.

  • Trench Path - Google Earth with trench path drawn in.

  • Private Lines - Google Earth with private lines drawn in.

  • Router Location - Google Earth with router location drawn in, include CAT5 route if possible.

  • Does customer have a preferred access point to the roof?

Additional Info

  • Does the Customer have a local electrician?

  • Please return to the customer information section, and provide their contact information, especially if they wish to include them in project scope, status, and communications.

  • Does the customer have a preference on where solar equipment/inverter(s) are mounted? If yes, indicate to the customer that it is contingent on engineering/design approval, and provide an image calling out the desired inverter location.

  • Does the Customer have a hard date that the system needs to be built by? If so, provide the reason to ensure compliance with specific requirements and the build by date.

Project Check List ZT
Zane Turner

Project Check List ZT

Use this Template
The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.

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