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Solar Pre-Qualification Checklist for Homeowners


In the quest for a sustainable and cost-effective energy solution, many homeowners are turning to solar power. Making the switch to solar panels involves careful consideration and planning to ensure that the investment aligns with both environmental goals and financial well-being. To assist homeowners in this transformative journey, we have compiled a comprehensive Solar Pre-qualification checklist. This guide covers essential aspects such as understanding energy consumption patterns, assessing roof suitability, navigating financial considerations, complying with local regulations, and exploring optional components like energy storage. By following this checklist, you can tailor your approach to the unique characteristics of your home, empowering you to make an informed decision about harnessing the power of the sun. Embrace sustainability, cut energy costs, and embark on a solar-powered future with confidence. 

Review your recent electricity bills to understand your average monthly and annual energy consumption.

  • Identify peak energy usage months to gauge system sizing.

Roof Suitability:

  • Determine the orientation and tilt of your roof. South-facing roofs with minimal shading are optimal, although roofs with east-west can be found quite acceptable.
  • Calculate available roof space for solar panel installation. Click here for a helpful calculator.

Shading Analysis:

  • Evaluate potential shading from nearby trees, buildings, or other obstructions that could reduce solar panel efficiency.
  • Consider if shading issues can be mitigated through tree trimming or panel positioning adjustments.

Financial Feasibility:

  • Research available solar incentives, tax credits, and rebates in your area.
  • Calculate the estimated return on investment (ROI) and payback period for the solar system.

Budget Assessment:

  • Determine your budget for solar panel installation, including upfront costs and financing options.

Maintenance Considerations:

  • Understand the maintenance requirements of solar panels (cleaning, monitoring, occasional inspections).
  • Factor in potential maintenance costs over the lifetime of the system.

Local Regulations and Permits:

  • Check local regulations, zoning ordinances, and homeowner association rules for solar panel installations.
  • Identify necessary permits and ensure compliance with building codes.

Energy Storage (Optional):

  • Determine if you want to include an energy storage system (battery) for backup power during outages.

Solar Installer Selection:

  • Research reputable solar installation companies in your area.
  • Obtain multiple quotes and compare services, warranties, and pricing.

Environmental Impact:

  • Consider the positive environmental impact of switching to solar energy.

Future Plans:

  • Assess if you have any plans to expand your property or make major changes that could affect solar panel placement.

Educational Resources:

  • Gather information about how solar panels work, net metering, and the overall solar installation process.

Energy Efficiency Improvements:

  • Evaluate potential energy efficiency upgrades (e.g., insulation, LED lighting) that can complement your solar system.

Maintenance Contracts:

  • Inquire about maintenance packages offered by solar installation companies.


  • Schedule a consultation with a solar installer to assess your home's suitability and get personalized advice.

Remember, this checklist is meant to guide homeowners in making an informed decision about solar panels. Each home is unique, so it's essential to customize the checklist based on individual circumstances.