Site Survey w. Additional

Site Survey Form
When surveying properties with meter banks, make sure to get pictures of the entire meter bank, but also get close up of customers meter AND breaker in the same photo. Main breakers can be different depending on each unit. See photo example.
***ALSO*** Make sure you are looking for the busbar rating for that specific meter bank. See Example. You should ALWAYS be looking for the “Max Amp” or “Busbar” rating on any electrical panel. There will be multiple busbars in a meter bank sometimes. Especially on Condos
BEID # *
EX) John Smith_BE1234, enter BE1234. John Smith_BE1234A, enter BE1234A. ****IF BEID# is not present on the calendar invite, input BE0000
Customer Address*
paste from calendar
Date of survey*

MonthDayYear
Date
Region*
Northern CA Surveyor Name*

Todd BeesleyJames MonteroRDCLOther
Central CA Surveyor Name*

John BarrieRDCLOther
Southern CA Surveyor Name*

Jason UriasSteve TorresLuis VillagranAnthony NeriRDCLOther
Phoenix Surveyor Name*

Jose PardoRDCLOther
Lakeland Surveyor Name*

Austin DanielsJoshua SolivanBryant RodriguezRDCLOther
North Texas Surveyor Name*

Eddie RodriguezPatrick MajeedRDCLOther
Survey Type*
Additional Full means BOTH Roof and Electrical need to be surveyed, while Additional Partial means either Roof OR Electrical are needed. You will specify below if applicable
Do you have the completed NOC?*

YesNo
Why was the NOC unable to be completed?*
NOC Upload*

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Additional Survey Type*

RoofElectrical
Full Survey Complete?*
If no, please provide explanation below
Additional Survey Complete?*
If no, please provide explanation below
Surveyor Feedback?*
Please provide your feedback here*
Was drone used in survey?*
Was customer home?*
Do Site Conditions Match Proposal?*
Please add detail on Site Conditions not matching*
Was any portion of the survey done?*
Why Were We Not Able To Complete The Survey?
Additional Notes
Property Type*
A Duplex is a structure with 2 units that are side by side under 1 roof and there are 2 utility meters.
A single family home has 1 unit, under 1 roof, with 1 utility meter for electricity.
A MultiFamily is a structure with 2+ units that are vertically stacked one on top of the other under 1 roof and there are 2+ utility meters.
A Condo/Townhouse is connected to other homes on both sides and on all levels (with the exception of an end unit, which would only be connected on one side).

There is one designated meter and one designated portion of the roof associated with that townhome/condo.
Is this a manufactured or mobile home?*
Is there a permanent foundation?*
Are there multiple roof types?*

NoYes
Roof Type*
Did you get Photos/Video in between MSP and GM?*

YesNo
Is there a septic and leach field on site*

YesNoUnsure/Customer not Home
Did you mark septic and leach field on sketch/screenshot?*

YesNo
Secondary Roof Type*
Were 5 random tiles pulled up?*

YesNo
How much did the tile weigh?*
in lbs
Did you break any tiles while on the roof?*

YesNo
How many tiles were broken?*
Notes on Roof
Did you survey a SubPanel?*
Where is the location of the subpanel?*
Why were you not able to survey the SubPanel?*
Subpanel Photo Checklist

Sub panel 3' clearanceSub panel with dead frontSub panel with out dead frontSub panel labelSub panel hardware wallMark location of subpanel on form
Was there an existing PV system?*
Module Label*

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Inverter Label*

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Inverter Mounted*

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Array*

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AC Disconnect Label*

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Backfeed Breaker

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Existing PV System Photo Checklist

Module label (make sure its clear)Inverter labelPhotos of inverterPhotos of arraysPhotos of breaker
Please get 4 photos with a measuring tape that is 36" from the CENTER OF THE METER in all directions (above, below, to the left and to the right of the meter) clearly showing your measuring tape showing the 36" surroundings.*

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Is there a Battery or EV Charger as part of this project?*
Battery / EV Charger Checklist

Wide photo of hardware wallFloor to ceiling photo of hardware wallPhoto indicating preferred hardware location
Site sketch/Screenshot identifying equip location*

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Any Electrical Concerns?*

NoYes - Double Landed WiresYes - Missing Dead FrontYes - Breaker ArchingYes - Zinsco/Fed PacificYes - Knob and TubeYes - Other
Please describe the Electrical Concerns:
Roof Condition Concerns?*

YesNo
Any Roof Concerns?*

Yes - Weak TilesYes - Old RoofYes - Poor Roof ConditionYes - Current Roof LeaksYes - Other
Please describe the Roof Concerns:*
Roof Concern Photo 1*

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Roof Concern Photo 2*

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Roof Concern Photo 3

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Roof Concern Photo 4

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Other Site Condition Concerns*

NoneRecent MPU CompletedMeter Lock MissingPotential UnPermitted Structures (deck-shed-carport-etc.)Horizontal RaftersVaulted CeilingsHoarders/Limited AccessOther (Explain in Notes)
Meter Lock Missing Notes
Are any of the following structures on the property?*

NONEPatio Cover/Shade StructureAbove Ground PoolPossible unpermitted structures with electricalPossible unpermitted structures w/o electricalRoof(s) with different color shingles/materialEV Charger(s)BBQ IslandOutdoor lightsShed/BarnCarportJacuzzi/Spa
Photo of above structure 1*

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Photo of above structure 2

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Photo of above structure 3

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Any Attic Concerns?*

NoYes - Tight Working SpaceYes - Poor Attic ConditionYes - Current Roof LeaksYes - MoldYes - Other (Explain in Notes)
Additional Notes
Attic Layout Photo 1*

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Show Layout of Frame Work Cancelof
Attic Layout Photo 2*

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Show Layout of Frame Work Cancelof
Attic Layout Photo 3

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Show Layout of Frame Work Cancelof
Attic Layout Photo 4

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Attic Layout Photo 5

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Rafter Spacing Closeup*

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Rafter Size Closeup*

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Electrical Photos Checklist

Main Panel 3' clearanceMain panel with dead frontMain panel with out dead frontMain Panel labelClose up of meterClear photo of main breaker sizePhoto showing Top or Bottom fedPhoto of gas linePhotos of entire wall where electrical is locatedPhoto from streetMark location of MSP on form
Roof Photos Checklist

Photo of UnderlaymentPhoto of Under EvePhotos of Every Roof PlanePhotos of ALL FormsPhoto From StreetPhoto of Ladder Position (include tie and guard)Roof TiltWeather Head
Survey Photos Checklist (Ground Mount)

Main Panel 3' clearanceMain panel with dead frontMain panel with out dead frontMain panel labelClose up of meterClear photo of main breaker sizePhoto showing Top or Bottom fedPhoto showing power sourcePhoto of conduit pathPhoto of gas linePhoto of array location (Multiple photos)Photos water source (City or Well)360 degree videoPhotos of all formsHardware WallPhoto from streetPhoto of ladder position(include tie and guard)Photo of septic location and leach fieldMark Water and septic location on formMark property lines on formMark location of MSP on form
Did you survey Sub Panel?
Estimated Roof Age
Survey completed as shown on plans?
If no, list explanation below
Reasons Survey is not to plans
Are ALL the photos Uploaded?

YesNo
House Color
Was the customer home?

YesNo
Survey Start Time*

:HourMinutesAM/PM Option
Survey End Time*

:HourMinutesAM/PM Option
Battery or EV Charger
Battery / EV Charger Checklist

Wide View of Hardware wallPhoto of each wall in the garragePhoto indicating preferred Hardware location
Survey Type

New SurveyRe-Survey
Should be Empty:

Site Survey Form