Title Page

  • Site conducted

  • Conducted on

  • Prepared by

  • Owner's Name

  • Owner's Contact Phone

  • Owner's Contact Email

  • Location

Client Requirements

  • Project Purpose

  • Any Specific Requirements or Concerns

Property information

  • Property Surveyed (elevations x4)

  • Number of occupants

  • Number of bedrooms

  • Will any form of protected species be disturbed?

  • What species

  • Electrical box (including loop)

  • Electric Bill (inc MPAN)

  • Is the existing electrical installation in good condition?

  • Is the existing electrical Box RCD protected

  • Picture of property highlighted on google Maps

  • Unit Electricity Price

  • Annual Consumption

Planning considerations

  • Is the property Listed or Conservation?

  • Are there any current renewables installed on site?

  • Will the installation come under permitted development?

  • Are there any planning issues to consider?

  • Will the installation result in non-compliance with Building regulations?

  • Will the installation work result in non-compliance with the Building Regulations in relation to workmanship; materials; structural stability; fire safety; resistance to moisture; conservation of fuel and power and electrical safety?

  • Will the proposed installation be compliant with any requirements stated by the Solar PV system component products manufacturers?

System considerations

  • Home all day/Home half day/Out all day

  • On-site or remote survey

  • Retrofit or New Build

  • Roof / In Roof / Wall or Ground Mounted

  • Domestic / Commercial

  • On / Off Grid

  • Proposed location of Inverter:

  • Proposed location of Generation Meter:

  • Proposed location of the DC Disconnect and AC isolator:

  • Do the proposed locations of the above meet with both the regulatory requirements and the customer's expectations?

Site Assessment

  • General Site condition

  • Site Size (sqft)

  • Terrain Type

  • Site Orientation

  • Does the Site Have Any Shading Objects (if yes, please describe e.g., trees, buildings, etc.)

  • Soil Type

  • Is Water and Electricity Supply Available

  • Is There a Flood Risk at the Site

  • Required Photos include: roof, attic, service panel, subpanel, meter, and layout diagram)

Environmental and Climate Data

  • Average Annual Sunlight (hours/day)

  • Minimum Temperature (°C)

  • Maximum Temperature (°C)

Electrical Requirements

  • Electrical Service Type

  • Electrical Service Entry

  • Does property have electric space heating, electric hot water or electric vehicle charging loads?

Additional Service

  • AC Disconnect Required?

  • Combiner Cabinet Required?

  • Production/Revenue Meter Required?

Compliance and Permitting

  • Are You Aware of Local Installation Permits and Regulations

  • Is Utility Interconnection Required

  • Have You Applied for Relevant Incentives and Rebates

Additional information

  • Survey completed

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.