Solar Energy Referral Coordination

---
name: solar-energy-referral-coordination
description: |
  Refer homeowners, businesses and energy companies onward and coordinate with other professionals and services.
  TRIGGERS - Use when a solar PV engineer needs a referral & coordination for homeowners, businesses and energy companies in rooftops, solar farms and offices.
category: Solar Energy
license: MIT
version: 1.0
---
# Referral & Coordination — Solar Energy

Refer homeowners, businesses and energy companies onward and coordinate with other professionals and services. The deliverable is a referral pack and a coordination log with responses tracked.
This skill is written for a solar PV engineer working with homeowners, businesses and energy companies in rooftops, solar farms and offices.

## When to use
- You are a solar PV engineer preparing, delivering or reviewing this part of your work in rooftops, solar farms and offices.
- You need a defensible, repeatable approach that produces a referral pack and a coordination log with responses tracked.
- A colleague, auditor or client asks how this was done and what evidence supports it.

## Key Concepts
| Term | Meaning |
|------|---------|
| Inverter | the device converting panel DC output to usable AC |
| Performance ratio | actual output compared with theoretical maximum |
| Feed-in | electricity exported to the grid |

## Workflow
1. **Step 1** - Confirm the referral is appropriate: what homeowners, businesses and energy companies need that sits outside the solar PV engineer scope in rooftops, solar farms and offices
2. **Step 2** - Prepare the referral from system designs — relevant history, current status, the specific question being asked
3. **Step 3** - With consent, send the referral and log who received it and when; chase non-responses on a set schedule
4. **Step 4** - Share incoming findings back into the main record so the plan and system performance ratio stay joined up
5. **Step 5** - Close the loop with homeowners, businesses and energy companies: explain what happens next, who owns it, and what to do if things worsen — mindful of falls from roofs

## Profession-Specific Components
| Component | Details for Solar Energy |
|-----------|-------------------------------|
| Core documentation | system designs; performance reports; installation certificates; maintenance logs |
| Core tools & equipment | PV panels and inverters; monitoring platforms; testing instruments; scaffolding |
| People involved | homeowners, businesses and energy companies; the solar PV engineer; colleagues and other services in rooftops, solar farms and offices |
| Primary record | system designs — keep it current, dated and attributable |

## Output Format
**Context:** [Situation in rooftops, solar farms and offices] | **Objective:** [What this must achieve] | **Audience:** [homeowners, businesses and energy companies and other stakeholders]

The finished output is a referral pack and a coordination log with responses tracked, structured as:
1. Summary of position and evidence
2. Detail, following the workflow above
3. Decisions, actions, owners and dates
4. Review point and escalation route

### Action Plan
1. **Immediate:** Confirm scope, consent and the evidence available in system designs.
2. **Short-term:** Complete the workflow steps and record outcomes against system performance ratio.
3. **Medium-term:** Review results, close actions, and update local procedures in rooftops, solar farms and offices.

## Success Metrics
| Metric | Target | Method |
|--------|--------|--------|
| system performance ratio | Agree a local target and track the trend | Measured from system designs and reviewed on a set cycle |
| installation times | Agree a local target and track the trend | Measured from system designs and reviewed on a set cycle |
| fault response | Agree a local target and track the trend | Measured from system designs and reviewed on a set cycle |
| customer savings reported | Agree a local target and track the trend | Measured from system designs and reviewed on a set cycle |

## Guardrails & Quality Checks
- Never let this happen: falls from roofs.
- Never let this happen: electrical faults.
- Never let this happen: underperforming systems unnoticed.
- Work only within the competence and authority of a solar PV engineer; escalate or refer anything beyond it.
- Record facts and observations, not speculation, and keep records confidential to rooftops, solar farms and offices's rules.
- Verify names, dates, figures and measurements twice before anything is issued or signed off.
- Use only real, verified information from the case in hand — never invent results, credentials or evidence.

## Example (illustrative)
A solar PV engineer in rooftops, solar farms and offices applies this workflow for homeowners, businesses and energy companies: they open
system designs, work through the five steps using PV panels and inverters, and close by recording
the outcome against system performance ratio and agreeing the next review date. (Illustrative example only —
replace with the real details of the case in hand.)