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.

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