Evoque Electrical – Solar & Battery Site Assessment

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Job Details

Record the job reference, date and attending technician

Site Visit Information

Job Number

Date of Visit *

Time of Visit

Technician Name *

Second Technician

Weather

Network Area (DNSP)

ℹ️Newcastle, Lake Macquarie & Maitland = Ausgrid. Rural NSW = Essential Energy.

Distribution Network *

Ausgrid Essential Energy Endeavour Energy Unknown

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Client Details

Contact information, ownership and property type

Contact Information

First Name *

Last Name *

Phone *

Email

Site Address *

Best Contact Time

Budget Range

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Goals & Priorities

What does the client want to achieve?

Primary Goals (tick all that apply)

Reduce electricity bills

Battery backup / blackout protection

Keep essential loads running during outages

EV charging at home

Maximise self-consumption

Earn feed-in tariff revenue

Environmental / sustainability goals

VPP (Virtual Power Plant) participation

e.g. AGL, Amber Electric

Future-proof for off-grid capability

Hot water / pool heating via solar diverter

Timeline & Notes

How soon to install?

Other quotes?

Yes No

Key Concerns / Special Requirements

Critical loads during an outage (if battery)

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Bills & Usage

Analyse current energy use to size the system correctly

💡Ask for last 3–4 bills or retailer app access. The NMI is on every bill — required for all network applications.

Account & Tariff

Retailer

NMI *

Tariff Type

Flat Rate Time of Use Demand

Current Feed-in Tariff (c/kWh)

High Energy Appliances

Air conditioning (ducted or split)

Electric hot water system

Consider solar diverter or heat pump

Swimming pool / spa

Electric vehicle (EV)

Electric oven / cooktop

Medical equipment requiring reliable power

Critical

Existing Solar

Existing solar?

No Yes – upgrading

If yes – size & inverter

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Property Details

Structure, access and site hazards

Building

House Type

Single Storey Double Storey Split Level Unit

Approx Build Year

⚠️Homes built before 1990 may have asbestos. Do NOT drill until checked.

Site Access

Safe roof access available

Ladder point, eave clearance, gutter height

Check

Roof manhole / ceiling access present

Cable run path clear (roof → inverter → board)

Suitable wall for inverter mounting

Shaded, ventilated, near switchboard

Suitable battery location (if required)

Not above sleeping areas, ventilated — AS/NZS 5139

Overhead power lines near work area

Safety

Asbestos suspected — stop work, arrange assessment

STOP

Access Notes

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Switchboard Assessment

Condition, capacity and suitability for solar/battery

⚠️Ceramic fuses must be replaced before solar. All circuits need RCD protection per AS/NZS 3000.

Sub-boards & Meter

ℹ️A smart (bi-directional) meter is required for feed-in tariff. Client must arrange upgrade with retailer — can take 4–8 weeks.

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Electrical Supply

Phases, mains size and service type

Phase Supply

Number of Phases *

Single Phase (230V) Three Phase (415V) Unknown

💡Single phase: up to 10kW export (Ausgrid). Above 5kW needs assessment. Three phase: up to 30kW.

Incoming Mains

Service Fuse Size *

Mains Cable Size

Service Connection *

Overhead (aerial) Underground Unknown

Service Entry Point

MSB to Roof (m)

MSB to Inverter (m)

Cable Run Difficulty

Export Limiting?

No Yes Check DNSP

⚠️Overhead service — check mast, weatherhead and cable condition. If damaged, notify DNSP first.

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Roof & Shading

Condition, orientation, pitch and shading sources

Shading

☁️Shading on one panel reduces whole-string output. Use SunSurveyor app. Recommend optimisers/microinverters if unavoidable.

Trees / vegetation

Height, distance, direction, deciduous?

Neighbouring buildings / walls

Chimney / flue

TV aerial / satellite dish

A/C unit or water tank on roof

Ridge / hip casting shadow on lower panels

No significant shading — standard inverter OK

Good

Shading Risk

Shading Notes

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Solar System Design

Panels, inverter and sizing

☀️Newcastle Zone 3: 6.6kW = ~26–28 kWh/day. Rule: system kW × 4 = daily kWh.

Panels

System Size

Number of Panels

Panel Wattage (W)

Panel Brand / Model

Inverter

ℹ️Must comply with AS/NZS 4777.2:2020 and be on CEC & DNSP approved lists.

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Battery Storage

Sizing, location and AS/NZS 5139 compliance

Battery Required?

Yes No – solar only Battery-ready Undecided

Specification

🔋10–15kWh covers evening + overnight. LFP safer for indoor/garage.

Brand / Model

Capacity (kWh)

Chemistry

LFP (preferred) NMC

Location

AS/NZS 5139 Compliance

🚨NOT above sleeping area. Must be ventilated, non-combustible surface, clearances maintained.

NOT above or below a sleeping area

Mandatory

Adequate ventilation

Mandatory

Non-combustible wall / surface

Clearances achievable

Temperature range acceptable

Battery on CEC approved list

STCs

Backup Required?

Whole home Critical loads No

Loads to back up

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Photo Checklist

Tap each photo to mark as captured

📸Good lighting, no blur. Board: closed + open. Roof: all faces from ground + close-up condition.

Electrical — Required

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Switchboard Closed

Tap to mark captured

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Switchboard Open

All breakers/fuses

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Circuit Labels

Close-up schedule

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Meter Box

Full view

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Meter Display

Type & reading

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Service Entry

Where mains enters

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Overhead/Underground

Pole or pit/conduit

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Inverter Wall

Space & clearances

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Cable Run Path

Roof→inverter→board

Roof & Site — Required

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Front of Property

Street view

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North Roof Face

Main panel location

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East Roof Face

If applicable

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West Roof Face

If applicable

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Roof Material

Condition, flashings

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Roof Obstructions

Skylights, vents, A/C

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Shading Sources

Trees, buildings

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Roof Access Point

Ladder, manhole

Battery & Additional

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Battery Location

Wall, clearances

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Ceiling/Manhole

Cable access

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Asbestos Risk

Do NOT drill

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Existing Solar

If upgrading

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Hazards / Issues

Unsafe wiring, damage

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Applications & Compliance

Every approval, certificate and registration needed

Network Applications

Application	When Required	Status
Ausgrid – SEG Application ausgrid.com.au → Solar & Battery	All grid-connected solar in Ausgrid area. >5kW needs assessment.
Essential Energy – Solar Connection essentialenergy.com.au → Connect	If in Essential Energy area
Export Limiting Agreement	If export exceeds feeder limit

⚠️Do NOT energise until DNSP approval. Ausgrid <5kW single phase = deemed approved after 5 business days.

CEC & Products

Installer is CEC Accredited (solaraccreditation.com.au)

Mandatory

Panels on CEC Approved Products List

STCs

Inverter on CEC list & AS/NZS 4777.2:2020 compliant

Required

Battery on CEC Approved List (if battery)

Required

STCs

💰Newcastle Zone 3: 6.6kW earns ~80–90 STCs (~$3,200–$3,600). Reduces each year to 2030.

STC quantity calculated (rec-registry.gov.au)

Point-of-sale discount applied to quote

Assignment paperwork ready for client signature

Registered in REC Registry within 12 months

Electrical Compliance & Metering

NSW electrical contractor licence held

Mandatory

CCEW issued after installation

Mandatory

Smart meter arranged with retailer (client)

4–8 weeks — advise early

Client

Feed-in tariff confirmed with retailer (client)

Client

Heritage / strata / council approvals (if applicable)

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Summary & Quote Notes

Final assessment and actions for the office

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Daily Usage (kWh)

–

System Size

–

Phases

–

Battery

Pre-Installation Actions

DNSP application lodged and approved

Required

Smart meter arranged by client

Switchboard upgrade quoted / scheduled

Asbestos clearance obtained

All photos taken and saved to job file

Quote sent to client

Signed contract / deposit received

Notes

Site Summary *

Recommended System

Estimated STC Value

Follow-up Actions

Internal Notes

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Evoque Electrical — Solar & Battery

Newcastle NSW · josh@evoqueelectrical.com.au