NABCEP PVTS study materials
NABCEP PVTS study resources

NABCEP PVTS cheat sheet

NABCEP PVTS · Keep the key ideas within reach.

Quick reference

Site Assessment and Customer Qualification

  • Solar window analysis uses a Solar Pathfinder or Solmetric SunEye to read the sun-path chart; shading fraction = shaded sun-path hours ÷ total annual sun-path hours, and above roughly 20% annual shade the array is usually uneconomic.

  • Azimuth convention: true south = 180°, due east = 90°, due west = 270°; a roof facing 180° ± 30° is generally treated as a good production orientation in the northern hemisphere.

  • Roof pitch in degrees = arctan(rise ÷ run); pitch ratio 4:12 ≈ 18.4°, 6:12 ≈ 26.6°, 9:12 ≈ 36.9°; low-slope roofs under 2:12 often need ballasted or east-west racking.

  • Roof structural review: verify rafter/truss spacing and condition, and confirm the design snow load plus PV dead load (roughly 2.5-4 lb/ft² for rail-based racking) fits the existing structure; a licensed engineer signs off when required.

  • Usable array area = roof area × usable fraction; leave 18 in (or local code minimum) clear at ridges and edges for fire access, and account for vents, chimneys, skylights, and access pathways.

  • Annual production estimate: P (kWh/yr) = array kW × PSH (peak sun hours) × 365 × system derate; typical derate for a grid-tied string system is 0.75-0.85, covering soiling, temperature, mismatch, wiring, and inverter losses.

  • Interconnection screening: check utility feeder and transformer capacity, panel busbar rating, and main breaker size before promising a system size; a 200 A panel with a 200 A main breaker limits backfed PV to 40 A under the 120% rule.

  • Customer load profile: gather 12 months of kWh and demand data; a system sized to offset 80-100% of annual kWh is common, and time-of-use rates shift value toward west-facing arrays.

Quick reference

System Design and Equipment Selection

  • String sizing: maximum string voltage = Voc(STC) × N × temperature correction factor for record low cell temperature; the result must stay below the inverter maximum DC input voltage (often 600 V residential, 1000-1500 V commercial).

  • Minimum string length must keep Vmp above the inverter's MPPT start and operating window at the highest expected cell temperature (roughly 65-70 °C at the module surface).

  • Temperature coefficients: Voc falls about 0.25-0.35%/°C and Pmax falls about 0.30-0.45%/°C above 25 °C; use cell temperature, not ambient, for these corrections.

  • Module selection tradeoffs: efficiency (W/m²), temperature coefficient, degradation warranty, bifaciality, and inverter compatibility; higher Voc modules reduce conductor current but shorten maximum string length.

  • Inverter selection: string inverters for unshaded uniform arrays, DC optimizers or microinverters where module-level MPPT, per-panel monitoring, or shade mitigation is needed; check CEC efficiency and nighttime consumption.

  • Conductor sizing: ampacity must exceed 1.25 × Isc for continuous current, and voltage drop should stay under about 2% on the DC home run and 2% on the AC run to protect production.

  • Rapid shutdown (NEC 690.12) requires conductors within the array boundary to be limited to 80 V within 30 seconds of shutdown; module-level electronics or a listed shutdown device satisfy this.

  • Racking and attachment: choose roof-mount, ground-mount, or ballasted based on wind and snow loads; verify UL 2703 listing for bonding and grounding of the module-to-rail connection.

Quick reference

Financial Analysis and Incentives

  • Simple payback (years) = net installed cost ÷ first-year annual savings; it ignores escalation and inverter replacement, so pair it with a 25-year cash-flow model.

  • Levelized cost of energy: LCOE = (total lifecycle cost, present-valued) ÷ (total lifetime kWh produced, present-valued); compare it to the customer's blended utility rate.

  • Federal residential credit is 30% of qualified installed cost under the residential clean energy credit, claimed via IRS Form 5695; commercial projects use the investment tax credit on Form 3468.

  • ITC basis excludes any portion of the system funded by a non-taxable grant or rebate; include racking, labor, permits, and electrical upgrades, but exclude structural roof repair.

  • Depreciation for commercial systems: MACRS 5-year schedule with bonus depreciation where available; the ITC reduces the depreciable basis by 50% of the credit amount.

  • Utility bill savings = kWh offset × applicable retail or TOU rate; export compensation depends on net metering, net billing, or avoided-cost rates, which vary by state and utility.

  • Incentive stacking order: apply rebates and grants first to reduce cost basis, then the tax credit, then state credits or SREC income; confirm each program's rules on double-dipping.

  • Financing comparison: cash purchase maximizes lifetime return; loans add interest but retain the credit; leases and PPAs shift risk to the third party at the cost of lower customer savings.

Quick reference

Proposal Development, Permitting, and Sales Process

  • A complete proposal states system size (kW-DC and kW-AC), module and inverter models, estimated annual kWh, offset percentage, net cost after incentives, and production assumptions.

  • Production estimates should cite the modeling tool and inputs (weather file, shading, soiling, availability); P50 is the median estimate and P90 is the conservative value used for financial guarantees.

  • Permit packages typically require a site plan, single-line electrical diagram, structural letter, module and inverter datasheets, and UL listings; AHJ turnaround can run 2-8 weeks.

  • Interconnection application goes to the utility separately from the building permit; approval timelines and any upgrade costs must be disclosed before contract signing.

  • Contract essentials: scope, price and payment schedule, change-order process, estimated completion, warranty terms, cancellation rights, and clear assignment of incentive responsibility.

  • Sales ethics: never quote a production number without a shading and weather basis, never guarantee an incentive amount, and disclose that utility rate structures can change.

  • Warranty stack to present: module product (10-25 yr) and power (25-30 yr), inverter (10-25 yr), rack (10-25 yr), workmanship (typically 5-10 yr), and production guarantee if offered.

  • Commissioning and handoff: verify rapid shutdown, labeling, monitoring activation, and deliver an as-built package with O&M instructions and shutdown procedure to the customer.

Quick reference

Code, Safety, and Interconnection Compliance

  • NEC 690 governs PV systems; 690.7 covers maximum voltage, 690.8 conductor ampacity (125% of Isc), 690.12 rapid shutdown, and 690.13 disconnecting means.

  • NEC 705.12(B) busbar rules: the 120% rule permits (main breaker + PV breaker) ≤ 1.2 × busbar rating when the PV breaker is at the opposite end from the utility feed.

  • Supply-side connection taps the service conductors ahead of the main breaker and is not limited by the busbar rule, but requires utility approval and a service disconnect.

  • NEC 250 grounding and bonding: module frames and racking must be bonded to the equipment grounding conductor; UL 2703 listed racking provides listed bonding paths.

  • Arc-fault protection (NEC 690.11) is required on DC circuits of 80 V or more; ground-fault protection (690.5) is required for grounded and many ungrounded arrays.

  • Labeling requirements include the DC disconnect, the point of interconnection, rapid shutdown equipment, and a plaque stating the system voltage and current at the service.

  • Net metering and interconnection rules follow IEEE 1547 and state public utility commission tariffs; systems above certain kW thresholds may need additional studies.

  • Workplace safety: OSHA fall protection at 4 ft general industry or 6 ft construction, lockout/tagout before servicing, and PPE for DC arc hazards; PV modules are energized whenever illuminated.

Quick reference

Post-Sale Service and Performance Verification

  • Expected performance ratio (PR) for a well-designed system is roughly 0.75-0.85; a sustained drop of more than about 10% from the modeled baseline warrants investigation.

  • Performance monitoring compares actual kWh to a weather-adjusted model; normalize using irradiance data so seasonal variation is not mistaken for a fault.

  • Common underperformance causes: soiling, snow cover, shading growth from vegetation, inverter derating or faults, string failure, and blown fuses.

  • IV curve tracing and insulation resistance testing locate ground faults, failed bypass diodes, and connector degradation without removing modules.

  • Thermal imaging identifies hot spots, cell cracks, and loose terminations; a temperature rise of more than about 10 °C above neighboring cells is a flag.

  • Inverter replacement is typically the largest O&M cost over 25 years; budget for one replacement around year 10-15 for a 10-15 year rated inverter.

  • Warranty claims require documented monitoring data, serial numbers, and commissioning records; keep an O&M log of service visits and measured values.

  • Customer communication: set expectations for seasonal output, explain monitoring alerts, and provide a service escalation path with response-time commitments.