CASOLAR SOLUTIONS - SOLAR PROPOSAL SCOPE WORKSHEET
Optional communication aid. Not a contract or official disclosure form.
Reuse and adapt freely; no attribution required.

Proposal date / revision:
Prepared by / project contact:
Project reference:
Site review completed or pending:

1. CUSTOMER BRIEF
Usage period and annual electricity use (kWh):
Planned changes (EV, heat pump, other):
Roof information / site assumptions:
Customer goals and backup priorities:

2. EQUIPMENT AND WORK
Panel make / model / quantity / watts each:
Total array size (kW DC):
Inverter make / model:
Layout and equipment locations:
Permits and installation work included:
Roof / electrical work included or excluded:
Substitution and change-order process:

3. ITEMIZED CASH PRICE BEFORE INCENTIVES
Solar equipment and installation:
Battery and backup equipment (if applicable):
Roof work:
Electrical upgrades:
Other costs / taxes / fees (identify):
Full cash price:
Allowances and exclusions:
Quote validity and conditions that may change price:

4. STORAGE, IF INCLUDED
Battery model / usable kWh / continuous and startup kW:
Backup circuits and equipment:
Operating mode / reserve:
Runtime assumptions and solar recharging during outages:

5. PERFORMANCE AND BILL ESTIMATE
Estimated annual generation (kWh):
Household usage assumed (kWh):
Current and proposed utility rate plans:
Export compensation assumptions:
Estimated first-year utility bill before / after solar:
Separate financing agreement and full payment schedule, if offered:
Other assumptions, exclusions and uncertainties:

6. MILESTONES AND RESPONSIBILITY
Site visit / final design - owner and next update:
Permits / utility application - owner and next update:
Installation / expected service interruption:
Inspection / corrections:
Utility permission to operate:
Monitoring / warranty / homeowner handover:

7. SUPPORT
Equipment warranty documents and contacts:
Workmanship warranty and service contact:
Maintenance terms:
Open questions / responsible person / follow-up date:

Resources: https://casolarsolutions.com/solar-installer-resources/
Official California forms: https://casolarsolutions.com/california-solar-disclosure/#official-forms