Proposal Metrics

Name

Units (if applicable)

Definition

Proposal Date Created

The date the proposal was created.

Proposal Date Generated

The date the proposal was generated. This date differs from the proposal date created if the proposal was not generated on the same day as creation.

Proposal Disclaimers

Displays disclaimers associated with financial products. This makes displaying different product’s disclaimers easy, as it will automatically display on the proposal.

Proposal Expiration Date

The date the proposal expires. The expiration date can be set in the proposal default settings.

Quote Metrics

Name

Units (if applicable)

Definition

Adder Name 1-5

Name of the adder used during cost buildup. The name will appear on the proposal in the order it was entered into cost buildup.

Quote Adders Names

Comma-separated list of adder names. This will display all adder names included during cost buildup.

Adder Name and Quantity 1-5

Name and quantity of the adder used during cost build up. The name will appear on the proposal in the order it was entered into cost buildup.

Quote Adders Names and Quantities

Comma-separated list of adder names and quantities. This will display all adder names and quantities included during cost buildup.

Adder Price 1-5

$

Price amount of adders. This will appear on the proposal in the order it was entered into cost buildup.

Average Monthly Savings for year 1

$

Average monthly savings per month for the first year of solar as compared to the baseline scenario.

Total Incentives for Installer for Comparable Value Yrs

$

Total incentives for installer for comparable value years. Comparable values refers to the years of comparison set in the proposal default settings.

Cumulative Rebates Incentives for Installer Comp Value Yrs

$

Cumulative rebates given to the installer for comparable value years. Comparable values refers to the years of comparison set in the proposal default settings.

Cumulative Renewable Energy Certificate Incentives for Installer Comp Value Yrs

$

Cumulative SRECs given to the installer for comparable value years. Comparable values refers to the years of comparison set in the proposal default settings.

Cumulative Performance Based Incentives for Installer Comp Value Yrs

$

Cumulative

performance based incentives given to the installer for comparable value years. Comparable values refers to the years of comparison set in the proposal default settings.

Cumulative State Tax Credits Incentives for Installer Comp Value Yrs

$

Cumulative state tax credits given to the installer for comparable value years. Comparable values refers to the years of comparison set in the proposal default settings.

Cumulative Federal Tax Credits Incentives for Installer Comp Value Yrs

$

Cumulative federal tax credits (ITC) given to the installer for comparable value years. Comparable values refers to the years of comparison set in the proposal default settings.

Total Incentives for Siteowner for Comparable Value Yrs

$

Total incentives for the homeowner for comparable value years. Comparable values refers to the years of comparison set in the proposal default settings.

Siteowner Incentives Net Buydown

$

Total incentives available to the homeowner minus the financing product buydown. This can be used to show the homeowner the incentive amount that is not applied towards he financing product.

Cumulative Rebates Incentives for Siteowner Comp Value Yrs

$

Cumulative rebates given to the homeowner for comparable value years. Comparable values refers to the years of comparison set in the proposal default settings.

Cumulative Renewable Energy Certificate Incentives for Siteowner Comp Value Yrs

$

Cumulative SRECs given to the homeowner for comparable value years. Comparable values refers to the years of comparison set in the proposal default settings.

Cumulative Performance Based Incentives for Siteowner Comp Value Yrs

$

Cumulative performance based incentives given to the homeowner for comparable value years. Comparable values refers to the years of comparison set in the proposal default settings.

Cumulative State Tax Credits Incentives for Siteowner Comp Value Yrs

$

Cumulative state tax credits given to the homeowner for comparable value years. Comparable values refers to the years of comparison set in the proposal default settings.

Cumulative Federal Tax Credits Incentives for Siteowner Comp Value Yrs

$

Cumulative federal tax credits (ITC) given to the homeowner for comparable value years. Comparable values refers to the years of comparison set in the proposal default settings.

Financier Production Year 1

kWh

Production for a given year using financier degradation assumption.

Incentive Amount by Incentive Type Federal Tax Investment Credits, Assignee Financier Number 1

$

The ITC amount of the 1st incentive that is assigned to the financier.

Incentive Amount by Incentive Type Federal Tax Investment Credits, Assignee Financier Number 2

$

The ITC amount of the 2nd incentive that is assigned to the financier.

Incentive Amount by Incentive Type Federal Tax Investment Credits, Assignee Installer Number 1

$

The ITC amount of the 1st incentive that is assigned to the installer.

Incentive Amount by Incentive Type Federal Tax Investment Credits, Assignee Installer Number 2

$

The ITC amount of the 2nd incentive that is assigned to the installer.

Incentive Amount by Incentive Type Federal Tax Investment Credits, Assignee Siteowner Number 1

$

The ITC amount of the 1st incentive that is assigned to the siteowner.

Incentive Amount by Incentive Type Federal Tax Investment Credits, Assignee Siteowner Number 2

$

The ITC amount of the 2nd incentive that is assigned to the siteowner.

Incentive Amount by Incentive Type Performance Based Incentives, Assignee Financier Number 1

$

The PBI amount of the 1st incentive that is assigned to the financier.

Incentive Amount by Incentive Type Performance Based Incentives, Assignee Financier Number 2

$

The PBI amount of the 2nd incentive that is assigned to the financier.

Incentive Amount by Incentive Type Performance Based Incentives, Assignee Installer Number 1

$

The PBI amount of the 1st incentive that is assigned to the installer.

Incentive Amount by Incentive Type Performance Based Incentives, Assignee Installer Number 2

$

The PBI amount of the 2nd incentive that is assigned to the installer.

Incentive Amount by Incentive Type Performance Based Incentives, Assignee Siteowner Number 1

$

The PBI amount of the 1st incentive that is assigned to the siteowner.

Incentive Amount by Incentive Type Performance Based Incentives, Assignee Siteowner Number 2

$

The PBI amount of the 2nd incentive that is assigned to the siteowner.

Incentive Amount by Incentive Type Rebates, Assignee Financier Number 1

$

The rebates amount of the 1st incentive that is assigned to the financier.

Incentive Amount by Incentive Type Rebates, Assignee Financier Number 2

$

The rebates amount of the 2nd incentive that is assigned to the financier.

Incentive Amount by Incentive Type Rebates, Assignee Installer Number 1

$

The rebates amount of the 1st incentive that is assigned to the installer.

Incentive Amount by Incentive Type Rebates, Assignee Installer Number 2

$

The rebates amount of the 2nd incentive that is assigned to the installer.

Incentive Amount by Incentive Type Rebates, Assignee Siteowner Number 1

$

The rebates amount of the 1st incentive that is assigned to the siteowner.

Incentive Amount by Incentive Type Rebates, Assignee Siteowner Number 2

$

The rebates amount of the 2nd incentive that is assigned to the siteowner.

Incentive Amount by Incentive Type Rebates, Assignee Financier Number 1

$

The rebates amount of the 1st incentive that is assigned to the financier.

Incentive Amount by Incentive Type Rebates, Assignee Financier Number 2

$

The rebates amount of the 2nd incentive that is assigned to the financier.

Incentive Amount by Incentive Type Rebates, Assignee Installer Number 1

$

The rebates amount of the 1st incentive that is assigned to the installer.

Incentive Amount by Incentive Type Rebates, Assignee Installer Number 2

$

The rebates amount of the 2nd incentive that is assigned to the installer.

Incentive Amount by Incentive Type Rebates, Assignee Siteowner Number 1

$

The rebates amount of the 1st incentive that is assigned to the siteowner.

Incentive Amount by Incentive Type Rebates, Assignee Siteowner Number 2

$

The rebates amount of the 2nd incentive that is assigned to the siteowner.

Incentive Amount by Incentive Type Renewable Energy Credits, Assignee Financier Number 1

$

The REC amount of the 1st incentive that is assigned to the financier.

Incentive Amount by Incentive Type Renewable Energy Credits, Assignee Financier Number 2

$

The REC amount of the 2nd incentive that is assigned to the financier.

Incentive Amount by Incentive Type Renewable Energy Credits, Assignee Installer Number 1

$

The REC amount of the 1st incentive that is assigned to the installer.

Incentive Amount by Incentive Type Renewable Energy Credits, Assignee Installer Number 2

$

The REC amount of the 2nd incentive that is assigned to the installer.

Incentive Amount by Incentive Type Renewable Energy Credits, Assignee Siteowner Number 1

$

The REC amount of the 1st incentive that is assigned to the siteowner.

Incentive Amount by Incentive Type Renewable Energy Credits, Assignee Siteowner Number 2

$

The REC amount of the 2nd incentive that is assigned to the siteowner.

Incentive Amount by Incentive Type State Tax Credits, Assignee Financier Number 1

$

The STC amount of the 1st incentive that is assigned to the financier.

Incentive Amount by Incentive Type State Tax Credits, Assignee Financier Number 2

$

The STC amount of the 2nd incentive that is assigned to the financier.

Incentive Amount by Incentive Type State Tax Credits, Assignee Installer Number 1

$

The STC amount of the 1st incentive that is assigned to the installer.

Incentive Amount by Incentive Type State Tax Credits, Assignee Installer Number 2

$

The STC amount of the 2nd incentive that is assigned to the installer.

Incentive Amount by Incentive Type State Tax Credits, Assignee Siteowner Number 1

$

The STC amount of the 1st incentive that is assigned to the siteowner.

Incentive Amount by Incentive Type State Tax Credits, Assignee Siteowner Number 2

$

The STC amount of the 2nd incentive that is assigned to the siteowner.

Incentive Name by Incentive Type Federal Tax Investment Credits, Assignee Financier Number 1

The ITC name of the 1st incentive that is assigned to the financier.

Incentive Name by Incentive Type Federal Tax Investment Credits, Assignee Financier Number 2

The ITC name of the 2nd incentive that is assigned to the financier.

Incentive Name by Incentive Type Federal Tax Investment Credits, Assignee Installer Number 1

The ITC name of the 1st incentive that is assigned to the installer.

Incentive Name by Incentive Type Federal Tax Investment Credits, Assignee Installer Number 2

The ITC name of the 2nd incentive that is assigned to the installer.

Incentive Name by Incentive Type Federal Tax Investment Credits, Assignee Siteowner Number 1

The ITC name of the 1st incentive that is assigned to the siteowner.

Incentive Name by Incentive Type Federal Tax Investment Credits, Assignee Siteowner Number 2

The ITC name of the 2nd incentive that is assigned to the siteowner.

Incentive Name by Incentive Type Performance Based Incentives, Assignee Financier Number 1

The PBI name of the 1st incentive that is assigned to the financier.

Incentive Name by Incentive Type Performance Based Incentives, Assignee Financier Number 2

The PBI name of the 2nd incentive that is assigned to the financier.

Incentive Name by Incentive Type Performance Based Incentives, Assignee Installer Number 1

The PBI name of the 1st incentive that is assigned to the installer.

Incentive Name by Incentive Type Performance Based Incentives, Assignee Installer Number 2

The PBI name of the 2nd incentive that is assigned to the installer.

Incentive Name by Incentive Type Performance Based Incentives, Assignee Siteowner Number 1

The PBI name of the 1st incentive that is assigned to the siteowner.

Incentive Name by Incentive Type Performance Based Incentives, Assignee Siteowner Number 2

The PBI name of the 2nd incentive that is assigned to the siteowner.

Incentive Name by Incentive Type Rebates, Assignee Financier Number 1

The rebates name of the 1st incentive that is assigned to the financier.

Incentive Name by Incentive Type Rebates, Assignee Financier Number 2

The rebates name of the 2nd incentive that is assigned to the financier.

Incentive Name by Incentive Type Rebates, Assignee Installer Number 1

The rebates name of the 1st incentive that is assigned to the installer.

Incentive Name by Incentive Type Rebates, Assignee Installer Number 2

The rebates name of the 2nd incentive that is assigned to the installer.

Incentive Name by Incentive Type Rebates, Assignee Siteowner Number 1

The rebates name of the 1st incentive that is assigned to the siteowner.

Incentive Name by Incentive Type Rebates, Assignee Siteowner Number 2

The rebates name of the 2nd incentive that is assigned to the siteowner.

Incentive Name by Incentive Type Rebates, Assignee Financier Number 1

The rebates name of the 1st incentive that is assigned to the financier.

Incentive Name by Incentive Type Rebates, Assignee Financier Number 2

The rebates name of the 2nd incentive that is assigned to the financier.

Incentive Name by Incentive Type Rebates, Assignee Installer Number 1

The rebates name of the 1st incentive that is assigned to the installer.

Incentive Name by Incentive Type Rebates, Assignee Installer Number 2

The rebates name of the 2nd incentive that is assigned to the installer.

Incentive Name by Incentive Type Rebates, Assignee Siteowner Number 1

The rebates name of the 1st incentive that is assigned to the siteowner.

Incentive Name by Incentive Type Rebates, Assignee Siteowner Number 2

The rebates name of the 2nd incentive that is assigned to the siteowner.

Incentive Name by Incentive Type Renewable Energy Credits, Assignee Financier Number 1

The REC name of the 1st incentive that is assigned to the financier.

Incentive Name by Incentive Type Renewable Energy Credits, Assignee Financier Number 2

The REC name of the 2nd incentive that is assigned to the financier.

Incentive Name by Incentive Type Renewable Energy Credits, Assignee Installer Number 1

The REC name of the 1st incentive that is assigned to the installer.

Incentive Name by Incentive Type Renewable Energy Credits, Assignee Installer Number 2

The REC name of the 2nd incentive that is assigned to the installer.

Incentive Name by Incentive Type Renewable Energy Credits, Assignee Siteowner Number 1

The REC name of the 1st incentive that is assigned to the siteowner.

Incentive Name by Incentive Type Renewable Energy Credits, Assignee Siteowner Number 2

The REC name of the 2nd incentive that is assigned to the siteowner.

Incentive Name by Incentive Type State Tax Credits, Assignee Financier Number 1

The STC name of the 1st incentive that is assigned to the financier.

Incentive Name by Incentive Type State Tax Credits, Assignee Financier Number 2

The STC name of the 2nd incentive that is assigned to the financier.

Incentive Name by Incentive Type State Tax Credits, Assignee Installer Number 1

The STC name of the 1st incentive that is assigned to the installer.

Incentive Name by Incentive Type State Tax Credits, Assignee Installer Number 2

The STC name of the 2nd incentive that is assigned to the installer.

Incentive Name by Incentive Type State Tax Credits, Assignee Siteowner Number 1

The STC name of the 1st incentive that is assigned to the siteowner.

Incentive Name by Incentive Type State Tax Credits, Assignee Siteowner Number 2

The STC name of the 2nd incentive that is assigned to the siteowner.

Incentive Type by Incentive Assignee Financier Number 1

The incentive type of the 1st incentive assigned to the financier.

Incentive Type by Incentive Assignee Financier Number 2

The incentive type of the 2nd incentive assigned to the financier.

Incentive Type by Incentive Assignee Installer Number 1

The incentive type of the 1st incentive assigned to the installer.

Incentive Type by Incentive Assignee Installer Number 2

The incentive type of the 2nd incentive assigned to the installer.

Incentive Type by Incentive Assignee Siteowner Number 1

The incentive type of the 1st incentive assigned to the siteowner.

Incentive Type by Incentive Assignee Siteowner Number 2

The incentive type of the 2nd incentive assigned to the siteowner.

Monthly Payment Post Amortization

$

Monthly payment after a loan re-amortization.

Monthly Payment Post Amortization (if No Amort.)

$

Monthly payment if a loan is not re-amortized. This metric frequently used to show the payment if a homeowner chooses not to make a loan prepayment.

Next Payment Month Post Start Period

The payment month after the start date for a given loan product.

Next Payment Month Post Grace Period

The payment month after a grace period for a given loan product.

Next Payment Month Post Amort Period

The payment month for the next amortized period for a given loan product.

Next Payment Month Post Promo Period

The payment month after a promotional period for a given loan product.

Next Payment Post Start Period

$

The monthly payment amount after the start date for a given loan product.

Next Payment Post Grace Period

$

The monthly payment amount after a grace period for a given loan product.

Next Payment Post Promo Period

$

The monthly payment amount for the next amortized period for a given loan product.

Next Payment Post Amort Period

$

The monthly payment amount after a promotional period for a given loan product.

Quote Channel Manager Name

The name of the channel manager for a given financing product.

Quote External Program Name

The name of the savings program for a given financing product.

Quote Financier Name

The name of the financing company for a given financing product.

Quote Promotion Name

List of promotion names included in a quote generated using cost buildup

Quote Promotion Total

$

The total amount of promotions applied to a quote generated using cost buildup.

Savings Annual Year 1

Total savings for the 1st year.

Solar Rate Year 1

$/kWh

Solar spend in year 1 divided by the system production in year 1.

Solar Spend Annual Year 1

$

The total amount spent on a project in the 1st year.

Total System Price

$

Sum of install cost and financing fees.

Utility Bill With Project Annual Year 1

$

The post-project utility bill in year 1.

Solar Monthly Payment

$

For select financing, a solar monthly payment is calculated as a subset of the monthly payment.

Storage Monthly Payment

$

For select financing, a storage monthly payment is calculated as a subset of the monthly payment.

Total Amount Financed per Watt

$/kWh

The total amount financed divided by the system capacity in watts.

Install Cost per Watt

$/kWh

The total install cost divided by the system capacity in watts.

Cumulative Property Tax Savings for Comparable Value

$

Cumulative property tax savings amount based on the property tax rate for comparable value years.

Cumulative Tax Savings from Depreciation Compval

$

Sum of federal and state tax savings from depreciation over the comparable value term.

Cumulative Tax Savings from Interest Compval

$

Tax savings from interest over the comparable value term.

Quote Base Cost

$

Total price for the base cost.

Quote Labor Cost

$

Total price for the labor cost.

Quote Project Total

$

Total price for the project.

Quote Promotion Percentage

%

The promotion discount as a percent of the total project cost.

Total Federal Tax Savings from Depreciation

$

The total federal tax savings from depreciation.

Total State Tax Savings from Depreciation

$

The total state tax savings from depreciation.

Total Tax Savings and Siteowner Incentives for Compval

$

The total cumulative tax savings and siteowner incentives for comparable value years.

Total Tax Savings for Compval

$

The total cumulative tax savings for comparable value years.

Total Tax Savings from Depreciation

$

The total tax savings from depreciation.

Cumulative Utility Bill Pre-project for Comparable Value

$

The cumulative utility bill pre-project for comparable value years.

Cumulative Utility Rate Pre-project Year 1

$/kWh

The cumulative yearly pre project utility spend divided by cumulative yearly pre project consumption.

Cumulative Utility Rate Pre-project for Comparable Value

$

The utility rate pre-project for comparable value years.

Default Utility Bill Offset

%

The pre-project utility bill for year 1 minus post-project utility bill for year 1 divided by pre-project utility bill for year 1 represented as a percentage.

First Year Usage

kWh

The homeowner's monthly usage, estimated using entered values and Genability typical hourly profile for site address.

Post-project Default Utility Rate Year 1

$/kWh

The yearly post project default utility bill divided by the post project default yearly consumption.

Post-project Rate Schedule Name

The name for the rate schedule post-project.

Pre-project Rate Schedule Name

The name for the rate schedule pre-project.

Solar Subtotal

$

Sum of the retail prices for all solar equipment added to the project and all solar adders.

Solar Subtotal without Markup

$

Sum of the retail prices for all solar equipment added to the project and all solar adders without project level markup.

Storage Subtotal

$

Sum of the retail prices for all batteries added to the project and all Storage adders.

Storage Subtotal without Markup

$

Sum of the retail prices for all batteries added to the project and all Storage adders without project level markup.

EE Subtotal

$

Sum of the retail prices for all EE items added to the project and all EE adders.

EE Subtotal without Markup

$

Sum of the retail prices for all EE items added to the project and all EE adders without project level markup.

Quote Upfront Rate Buydown Payment

$

The upfront payment amount the customer pays, based on the selected buydown percentage to lower the interest rate or APR for a quote.

Quote Upfront Rate Buydown Percentage

%

The buydown percentage the customer pays to lower the interest rate or APR for a quote.

Quote Project Line Item Subtotal

$

The sum of the following costs (does not include base costs or labor): Solar Equipment, Storage Equipment, EE Equipment, Racking Equipment, Monitoring Equipment.

Site Metrics

Name

Units (if applicable)

Definition

Address Line 1

The first line of the site address.

City Name

Name of site city.

Contact Email

Email address entered on the contact phase.

Contact First Name

First name of contact entered on the contact phase.

Contact Last Name

Last name of contact entered on the contact phase.

Contact Phone Number

Phone number entered on the contact phase.

Current Utility Company Name

Name of the siteowner’s utility provider.

Optimal Site Azimuth

Degrees

Optimal azimuth based on tmy station weather data.

Optimal Site Irradiance

kWh/m^2

Optimal irradiance (kWh/m^2) based on tmy station weather data.

Optimal Site Tilt

Degrees

Optimal tilt based on tmy station weather data.

Organization Name

Name of organization generating proposal.

Site Owned By Organization Name

The name of the organization the owns the site.

Site Owner Email

The email address of user assigned to the site phase.

Site Usage Profile Utility Rate Escalator

The utility escalation rate applied to the site.

State Abbreviation

State abbreviation of the site.

User Email

Email of user generating proposal.

User Name

First and last name of user generating proposal.

User Phone

Phone number of user generating proposal.

Utility Bill Pre

Annual utility bill pre project.

Utility Rate Pre By Year

$/kWh

The average annual $ per kWh rate.

Zipcode

Zipcode of the site.

System Metrics

Name

Units (if applicable)

Definition

Monthly Production 1-12

kWh

Solar production by month during the first year.

Array Azimuth 1- 5

Degrees

Azimuth for solar arrays 1-5.

Array Tilt 1-5

Degrees

Tilt for solar arrays 1-5

Generation Project Capacity Kw

Kw

Solar system size in Kw.

Generation Project First Year Generation

kWh

System production in the first year.

Generation Project Inverter Manufacturer Count

The number of inverters per system per manufacturer.

Generation Project Inverter Manufacturer Name

The manufacturer name(s) of inverters per system.

Generation Project Inverter Model Count

The number of inverters per system per model.

Generation Project Inverter Model Abbreviated

Abbreviated inverter model name.

Generation Project Inverter Count

The number of inverters per system.

Generation Project Productivity

kWh

System productivity.

Generation Project Pv Module Capacity Count

W

Count of modules by module size in watts.

Generation Project Pv Module Capacities

W

Module size in watts.

Generation Project Pv Module Manufacturer Count

Count of system modules by manufacturer.

Generation Project Pv Module Model Count

Count of system modules by model.

Generation Project Pv Module Model Abbreviated

Abbreviated module model name.

Generation Project Pv Module Count

The number of modules per system.

Inverter Efficiency

Efficiency of system inverter.

Project Estimated Installation End Date

Estimated date installation will end entered on the project phase.

Project Monitoring Manufacturer

Manufacturer name of monitoring equipment entered on the project phase.

Project Monitoring Model

Model name of monitoring equipment entered on the project phase.

Project Racking Manufacturer

Manufacturer name of racking equipment entered on the project phase.

Pv Module Capacity

Nominal rating of system module.

Site Consumption Offset

Percentage of homeowner's current grid import that is offset by new generation, storage, and energy efficiency projects.

Energy Efficiency Metrics

Name

Units (if applicable)

Definition

Efficiency Equipment Count 1-5

List of counts for all EE items added to a project. The default quantity is 1.

Efficiency Equipment Manufacturer 1-5

The equipment manufacturer of each Energy Efficiency Item.

Efficiency Project Item Capacity 1-5

The capacity of an efficiency equipment model associated with a specific efficiency item on a project.

Efficiency Project Item Quantity 1

Quantity of the 1st efficiency item entered on the project phase.

Efficiency Project Item Quantity 2

Quantity of the 2nd efficiency item entered on the project phase.

Efficiency Project Item Quantity 3

Quantity of the 3rd efficiency item entered on the project phase.

Efficiency Project Item Quantity 4

Quantity of the 4th efficiency item entered on the project phase.

Efficiency Project Item Quantity 5

Quantity of the 5th efficiency item entered on the project phase.

Energy Efficiency Item Equipment Model 1-5

The equipment model of each Energy Efficiency Item.

Energy Efficiency Item Equipment Type 1-5

The equipment type of each Energy Efficiency Item (e.g. AC, ROOF, etc.)

Storage Metrics

Name

Units (if applicable)

Definition

Battery Capacity 1-5

kWh

The capacity of each Battery.

Battery Count 1-5

The number of batteries associated with a specific battery on a project.

Battery Model 1-5

The model of each Battery.

Battery Power Rating 1-5

kW

The power rating of each Battery.

Battery Purpose 1-5

The purpose associated with a battery on a project.

Battery Warranty 1-5

Years

The warranty of each Battery

Project Storage Capacity

kWh

The total capacity of all batteries across a storage project.

Project Storage Power Rating

kW

The total power rating of all batteries across a storage project.