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Plan Sets

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Curtis Merring
  • Updated

Aurora integrates your design tool, CAD information, and site survey data into a platform that allows you to request permit-ready plan sets for your sold designs in one place.

You can streamline and standardize your data-collection process through an automated online tool that collects and stores site data for plan set design, engineering, permitting, and other post-sale needs. Once the data is collected, you can submit a request for a solar permitting plan set package directly from Aurora.

 

Table of Contents

Requirements

Accessing the Tool

Intake Form

Requesting a Plan Set

 

Who Is Eligible to Use Aurora's Plan Sets?

Plan Sets is an add-on service available to all residential solar companies in the US.  If you are interested in adding Plan Sets to your Aurora account plan, please reach out to your Customer Success Manager or our Support team at support@aurorasolar.com.

 

Plan Set Requirements

  • Manually Created 3D Site Model In Aurora  
    • Submitted 3D site model of the entire home (vs. just one roof face) is assumed to be accurate and buildable. Inverter(s) must be present in the design.
      • Note: If Aurora AI was used to generate your designs, a review by a designer (either Aurora’s expert design service or your in-house designer) is required after the deal is sold for the final engineering design and Plan Set.
  • Aerial imagery of the building in Aurora
    • Provide a blueprint/site plan to model the roof if the building is new construction without imagery.
    • Make sure to include site plan(s) as attachment in the request
  • PV system with panels, inverters, DC optimizers (as applicable) and BOS components
    • Submitted system layout will be assumed to be accurate and buildable
    • BOS components may include:
      • Combiner boxes
      • Load centers
      • Disconnects
      • Service Panels
      • Meters
  • Storage systems supported by the Aurora Plan Set Service
    • Tesla Powerwall 2, 3 and Powerwall +
    • Generac PWRCell
    • Enphase Encharge
    • Any DC-coupled battery with SolarEdge Storage-Ready equipment
    • FranklinWH
    • SunVault
    • Sol-Ark
    • Q CELLS Q.SAVE models

Screenshot

Plan Set Deliverables

  1. Title sheet with code references and general notes.
  2. Site plan sheet with property layout and general notes.
  3. Mounting/attachment plan sheet detailing location and type of roof attachment points relative to module placement.
  4. Mount / structural sheet detailing the method of attachment.
  5. Single-line and/or three-line diagram sheet(s) detailing the wiring for the system, including conductor sizes, quantities, and point of interconnection.
  6. Electrical calculation sheet to justify conductor sizes.
  7. Data / specification sheets for all critical hardware components (modules, inverters, roof attachments, mounting hardware, and any relevant or required AHJ certifications).
  8. Engineering Stamps certifying the plans have been approved by a licensed engineer. Engineer stamps are an add-on service.*

*If you want to add Plan Sets to your Aurora account plan, please contact your Customer Success Manager or our Support team at support@aurorasolar.com. 

Accessing the Tool

Select a Project

From the Project Dashboard, select a project that has been designed and sold on which the site survey will be performed. 

Note: It is required for the project to have a non-AI generated design.  

 

Start Plan Set Intake Form

On the Project Overview, click + New Form.

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Intake Form

Assign the intake form

1. Select the design that was sold from the drop-down menu. It will default to the most recently edited design if nothing is chosen.

2. OPTIONAL -  Type in an alternative email address to assign a different person to fill out the form. 

Note: The person assigned will need an Aurora log-in for the email to populate in this field. Make sure they are added as a user.

3. Click Create form.

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4. Once assigned, the user will receive a link via email to bring them directly into the Intake Form for that design.

 

Fill Out the Form

Some of the project information will be automatically populated into the Intake Form based on the design. Fill out any remaining fields. Fields will be auto-saved. Click Next to move to the next section. 

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Note: Although not every field is required, try to include as much information as possible. 

 

Storage

Within the System design tab of the plan sets request form, users will be able to toggle the ESS toggle to on to display the ESS section.

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Once toggled on, the user will be prompted to fill out the storage section to provide information to our plan sets team. 

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Once the information has been entered, the user will be able to review under the Electrical section of the Project Information before submitting the request.

Images and documents

Upload any photos taken during the site survey or other related documents. 

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Required are listed below and examples of required photos can be seen on this page after clicking the "See required photos" link.

  • Main service panel
  • Main service panel label
  • Utility meter
  • PV equipment location
  • Roof
  • Rafters
  • Sub-panel (if applicable)

Review and Submit

  1. Review that all the information has been filled out and photos are correctly linked.
  2. Click Request plan set when ready to proceed.

Note: Once the request has been submitted the intake form will not allow any changes until the plan set has been generated. If you require quick support or a revision to something already submitted, please reach out to permitting@aurorasolar.com to get direct support from the design team.

Requesting a Plan Set

  • Plan Sets can be requested 8AM-5PM PST, Monday-Friday
  • Our target response time is 24h, which means we’ll either (1) deliver a completed Plan Set in 24h, or (2) if there is any incomplete information in the request, we’ll evaluate it and send a follow-up request for what we need to complete the Plan Set.
  • Our target response time for making revisions to delivered Plan Sets is also 24h.

Plan Set Request tracking

Track progress from the Project Overview page.

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The Plan Set package will be available for download 24h after the request is submitted. You will also receive an email notification with the plan set package PDF.

If there is any missing information or the request is outside the scope of work, there will be a notification on the Project Overview page. Click to Learn More. 

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If information is missing, edit the intake form to include any additional info before submitting the request again. 

 

 

 

 

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