How do I enter or update utility information?

Owned by Evelyn Fisher (Unlicensed)
Last updated: Apr 22, 2021 by Samantha Lieberman
2 min read

Utility selections are defaulted automatically based on the address. You'll use this section to confirm the utility rate selections relevant to the project.

Utility information the includes following key inputs:

  • Utility: the utility selection is based on the address entered. Depending on the territory, there may only be one utility.

  • Rate schedule: the most common rate schedule is selected based on the address entered. It's important to confirm the rate schedule actually used by the homeowner to get accurate savings information.

  • Post-project rate schedule: if applicable for the utility, a post-project rate schedule can be selected. For example, if the utility requires a different rate schedule after solar is installed, this will be selected as the post-project rate schedule by default. This may or may not be applicable in your area.

    • Note: to incorporate contracted rates into utility calculations, the post-project rate schedule dropdown has a custom rate option, where users can manually enter the $/kWh rate to align with any contracted rates.

"More Rate Options" shows the following additional input options:

  • Rate escalator: the rate escalator used to estimate how utility rates will escalate over time. Utility rates for a given state or utility can be edited as an account setting, but it's also possible to change this on a project-by-project basis using this option.

  • Closed rates: this toggle allows you to include or exclude closed (grandfathered) utility rates in the rate schedule dropdown options. Closed rates are not shown by default (the toggle is OFF). If a customer is on an old rate schedule that is not available in the rate schedule dropdown options, toggle closed rates ON to see these included for selection.

  • Commercial rates: this toggle allows you to include or exclude commercial utility rates in the rate schedule dropdown options. Commercial rates are not shown by default (the toggle is OFF). If a customer is on a commercial rate schedule, toggle commercial rates ON to see these included for selection.

  • Post project solar eligible only rates: this toggle restricts the post project rate schedule to only contain solar eligible rates.  If a utility requires a different rate schedule after solar is installed, ensure this toggle is ON to select an eligible rate schedule.

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