Battery Storage Intake — Guerdat Sustainable Solutions

1

Property & Contact Information

Homeowner Name(s)*

Property Address*

Phone Number

Email Address*

Best Time to Reach You (optional)

Your Electrician's Name (if selected)

Electrician Phone / Email (optional)

2

Existing Solar PV System

If you have any paperwork from your original solar install — a proposal, permit, or monitoring app — please attach photos below. Even partial info helps.

Who installed your solar system?

Year Installed

Number of Solar Panels

Panel Wattage Check the back of a panel if accessible

Panel Brand & Model (if known)

Total System Size (if known)

Inverter Brand & Model e.g., Enphase IQ8, SolarEdge SE7600, Fronius

Inverter Location

Proposed Battery Location (check all that apply) Where do you envision the batteries being installed?

Is the proposed space climate-controlled or insulated? Critical for cold climates — LFP batteries cannot charge below freezing

Yes — heated / climate controlled Insulated but not heated No — unheated space Not sure

Strong Wi-Fi or ethernet near proposed battery location? Battery gateways need reliable internet for monitoring and warranty reporting

Yes — strong Wi-Fi Yes — wired ethernet Weak / unreliable No / not sure

Inverter Type (check one)

String inverter Microinverters Power optimizers Not sure

Do you have a solar monitoring app?

Yes — Enphase Yes — SolarEdge Yes — other No

If other app, which one?

Annual Solar Production (kWh) (if known) From monitoring app — last 12 months

Is there currently a battery on the system?

Yes No Not sure

If yes — existing battery details

Any known issues with the existing system?

3

Electrical Service & Utility

Electric Utility Provider

Utility Account Number (optional) Helps with interconnection research

Are you enrolled in a Community Power program or third-party energy supplier?

Yes No Not sure

If yes — which program or supplier?

Main Electrical Panel Size

100A 200A 400A Not sure

Panel Location

Panel Condition

Newer — good condition Older but functional Known issues Not sure

Average Monthly Electric Bill ($)

Average Monthly kWh Usage From your bill — look for "kWh used"

Highest Bill Month & Amount

Lowest Bill Month & Amount

Do you have net metering?

Yes No Not sure

Time-of-use rate plan?

Yes No Not sure

Interest in utility demand-response programs? (e.g., ConnectedSolutions) These programs pay annual cash incentives for allowing the utility to briefly draw on your battery during peak grid events

Yes — interested Maybe — want to learn more No Not sure

4

Energy Usage & Critical Loads

This section is the most important for sizing the battery correctly. The key question: what must stay on during a grid outage?

Home Heating System

Oil furnace Propane Heat pump Electric baseboard Wood / pellet

Water Heater Type

Oil / gas tank Electric tank Heat pump WH Tankless

Cooking

Gas range Electric range Induction

Clothes Dryer

Electric Gas None

EV or Electric Vehicle Charging?

Yes — Level 1 (120V) Yes — Level 2 (240V) No

Air Conditioning

Central AC Mini-splits Window units No AC

Well Pump?

Yes No Town water

Sump Pump?

Yes No

Generator Currently?

Yes — standby auto Yes — portable No

Do you already have a critical loads sub-panel installed? Often installed alongside a generator — if yes, significant labor savings on the battery install

Yes No Not sure

Does anyone in the home rely on electrically powered medical equipment? e.g., CPAP, oxygen concentrator, stairlift, home dialysis

Yes No

If yes — please describe

Critical loads that MUST stay on during an outage* e.g., refrigerator, well pump, medical equipment, furnace controls, internet router, lighting

Nice-to-have loads (not critical) e.g., EV charging, dryer, AC, dishwasher

Any large or unusual electrical loads? Hot tub, workshop, pool pump, irrigation system, grow lights, etc.

5

Goals & Priorities

Primary reason for adding battery storage (check all that apply)

Backup power during outages Reduce grid dependence Time-of-use / bill savings Energy resilience & preparedness Long-term off-grid capability

How long do you want backup power to last?

A few hours 1–2 days 3–5 days As long as possible

Backup scope preference

Critical circuits only (well, fridge, lights, furnace) Most of the house Whole-home backup

Interest in future off-grid capability?

Yes — want the option Maybe someday No — grid-tied is fine

Rough budget range for this project

Under $10,000 $10,000 – $15,000 $15,000 – $20,000 Over $20,000 if the system is right

Project timeline

ASAP Within 3 months This calendar year No firm timeline

Anything else we should know?

6

Documents & Photos

After submitting this form, please email any of the following to Loading email… — photos from your phone are great. None are required, but each one helps with the design.

📄 Recent utility bill (last 1–2 months)

📄 Annual kWh history from your utility

📄 Original solar installation proposal or permit

📱 Screenshot of your inverter monitoring app (production history)

📷 Photo of your main electrical panel (label side open)

📷 Photo of your inverter (model number label visible)

📷 Photo of the solar array on the roof

Battery Storage SystemIntake Questionnaire

Property & Contact Information

Existing Solar PV System

Electrical Service & Utility

Energy Usage & Critical Loads

Goals & Priorities

Documents & Photos

Battery Storage System
Intake Questionnaire