Solar Project Checklist: From EnerGuide Evaluation to Monitoring Performance
Introduction
Installing a solar PV system involves more than just panels on your roof—it’s a multi-stage process. When managed correctly, it can maximize rebates, minimize delays, and ensure reliable long-term performance.
This step-by-step checklist walks you through every phase—from your initial EnerGuide audit to post-installation maintenance.
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Pre-Installation Checklist
EnerGuide Evaluation
- Book a pre-retrofit energy audit
- Receive your EnerGuide report—required for most grants and loans
Program Eligibility
- Confirm eligibility for the Canada Greener Homes Grant/Loan and provincial top-ups
- Check income caps for low-income or northern communities
Quote Solicitation
- Get at least three quotes from licensed installers
- Compare panels, warranties, labour costs, and system specs
Site Assessment
- Inspect roof condition, tilt, shading, and orientation
- Ensure structural support for racking systems
💡 Tip: If paperwork feels overwhelming, enter your postal code on Solenery Insights to auto-generate your checklist.
Application Sequence
Apply for Grants & Loans
- Submit your EnerGuide pre-audit through NRCan
- Apply for the Greener Homes Grant/Loan before starting work
Provincial/Territorial Rebates
- Complete your province’s application (e.g., Ontario’s Home Renovation Savings Program)
- Save confirmation numbers and application receipts
Finalize Financing
- Confirm loan approval or HELOC terms
- Finalize PPA or lease contracts if applicable
Schedule Installation
- Plan your install date around rebate timelines
- Ensure your installer submits municipal permits
🕒 Reminder: Solenery Insights tracks this for you—just enter your postal code to stay on schedule.
Installation Day
Site Readiness
- Ensure roof and inverter location are clear
- Move any obstructions in your garage or utility area
Equipment Inspection
- Confirm all parts match your contract (panels, inverters, racking)
- Inspect shipments for damage before work begins
Safety & Commissioning
- Installer completes electrical connection and safety testing
- Utility installs a bi-directional meter for net metering
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Post-Installation Tasks
Post-Retrofit EnerGuide Audit
- Book your second audit after installation
- Submit your report to release remaining grant funds
Incentive Reconciliation
- Verify that all rebates and loan disbursements are received
- Follow up on any delays or missing amounts
Insurance & Permits
- Update your home insurance to reflect the new system
- Store your utility interconnection and municipal permits
Ongoing Monitoring & Maintenance
Monthly Production Checks
- Compare monitoring portal output with projections
- Investigate drops or inverter alerts
Net-Metering Review
- Review your on-bill credits and annual rollover balances
- Contact your utility if something looks off
Routine Inspections
- Check your roof and panels for debris or shading every season
- Watch for red or flashing inverter lights
Performance Alerts
- Set up automated alerts for output drops or errors
- Contact your installer or Solenery if issues persist
Conclusion
A structured checklist helps ensure you:
- Claim all available rebates and grants
- Stay on top of paperwork and approvals
- Monitor your system for optimal performance year-round
Whether you manage your project yourself or prefer automated guidance, Solenery makes it simple.