Evaluating Homeowner’s Solar Needs and Properly Sizing the System: A Comprehensive Guide for Maximum Comfort, Energy Savings, and Future-Proofing

In today’s world, the transition to solar energy is gaining momentum as homeowners seek to reduce their carbon footprint, lower electricity bills, and embrace a sustainable lifestyle. However, successfully harnessing the power of solar energy requires careful evaluation of homeowner’s needs and accurate sizing of the solar system. This comprehensive guide aims to delve into the importance of these steps, with a strong emphasis on maximizing comfort, energy savings, and future-proofing the system.

Importance of Evaluating Homeowner’s Needs and Proper Sizing

  1. Maximizing Comfort: One of the primary goals of sizing the solar system properly is to ensure maximum comfort for homeowners. By accurately estimating their energy demands, it becomes possible to size the system in a way that meets these needs without the risk of power shortages or insufficient energy supply. This, in turn, leads to enhanced comfort and peace of mind, knowing that the solar system can reliably power their home.
  2. Energy Savings: Another significant advantage of proper sizing is the potential for substantial energy savings. By analyzing the homeowner’s electricity consumption patterns and tailoring the solar system to meet their specific needs, it becomes possible to optimize energy production. Generating enough electricity to offset consumption allows homeowners to reduce or even eliminate their reliance on grid electricity, resulting in long-term savings on utility bills.
  3. Future-Proofing: Sizing the solar system with future needs in mind is an essential consideration. Homeowners often make lifestyle changes or plan to incorporate additional appliances, such as electric vehicles, spas, or pools, in the future. By accounting for these potential additions during the sizing process, the solar system can be designed to accommodate increased electricity demands without requiring costly upgrades or modifications down the line.

Property Address and Usage Information

  1. Assessing Roof Space Suitability: Before proceeding with solar panel installation, it is crucial to evaluate the property’s roof space suitability. Obtaining the homeowner’s property address allows solar installers to assess the size, orientation, and suitability of the roof for solar panel placement. Factors such as the available surface area, roof pitch, and structural integrity are carefully examined to determine the feasibility of installing solar panels.
  2. Collecting Usage Information: Accurate usage information is paramount to properly sizing the solar system. Gathering data on the homeowner’s electricity consumption over the past 12 months provides valuable insights for system sizing. There are several methods to obtain this information:
    • PGE Online Account: Accessing the homeowner’s online account with the utility provider allows retrieval of usage data. This data reveals the homeowner’s energy consumption patterns and helps estimate their future electricity needs.
    • Solar Hotline: By calling the solar hotline and providing the account number and the last four digits of the account holder’s Social Security number, solar installers can retrieve the usage information promptly. This method ensures accurate data for sizing the solar system.
    • Electric Bill Graph: Analyzing the graph at the bottom of the homeowner’s electric bill, which displays gas and electricity usage throughout the year, provides valuable insights into their energy consumption patterns. This data is particularly useful for understanding seasonal variations in energy usage.
    • Evaluating Electric Appliances: Major appliances in the home, such as stoves, air conditioners, ovens, and the square footage of the property, play a significant role in determining electricity usage. Evaluating these appliances and considering the size of the home helps calculate electricity consumption more accurately.
    • Calculating Usage for New Homeowners: In cases where no existing usage data is available, estimations can be made based on the property’s size, number of occupants, and typical energy consumption for households with similar characteristics.

Sun Hours and Roof Evaluation

  1. Utilizing Solar Software: Advanced software tools like Aurora provide valuable information on the sun hours available throughout the year for a specific property. These tools take into account factors such as geographic location, orientation of the roof, and potential shading to estimate the solar potential and expected energy production. By analyzing this data, solar installers can make informed decisions about the optimal size and placement of solar panels.
  2. Assessing Roof Conditions: The condition of the roof and its potential obstructions must be carefully evaluated. Solar installers assess the roof’s direction and identify any potential obstructions such as chimneys, vents, or trees that could cast shade on the solar panels. This evaluation helps determine the best locations for panel placement and ensures maximum solar exposure.
  3. Shade Report: To avoid installing solar panels in shaded areas, solar installers refer to a shade report. This report provides detailed information on areas of the roof that are susceptible to shade throughout the day. By avoiding these shaded areas, the solar system can maximize energy generation and optimize overall system performance.

Sizing the System

  1. Optimal Sizing Range: Sizing the solar system between 100% and 120% of the homeowner’s annual usage is generally recommended. This range takes into account potential increases in comfort and energy usage patterns after going solar. By sizing the system within this range, homeowners can enjoy a reliable power supply and minimize their reliance on the grid.
  2. Future Additions: It is crucial to consider future additions when sizing the solar system. Homeowners often have plans to incorporate additional appliances or make lifestyle changes that could increase their electricity consumption. These may include purchasing electric vehicles, installing spas, or adding swimming pools. By sizing the system to accommodate these future needs, homeowners can avoid costly upgrades or system expansions down the line.
  3. Up to 150% Sizing: In certain cases, it may be advisable to size the solar system up to 150% of the homeowner’s annual usage. This allows for a more significant surplus of electricity generation, ensuring ample coverage for future electricity needs. This approach is especially beneficial for homeowners who anticipate significant lifestyle changes or expansions that could result in higher electricity consumption.

Trouble-Free Operation

  1. Reliable Power Supply: Properly sizing the solar system over 100% of the homeowner’s annual usage ensures a reliable power supply, even during periods of high energy demand or adverse weather conditions. By providing an excess energy buffer, the system can meet the homeowner’s needs without relying heavily on the grid. This minimizes the risk of power shortages and enhances the overall experience of solar-powered living.
  2. Benefits of Proper Sizing: There are several benefits to sizing the solar system properly. Firstly, it ensures optimal energy production, maximizing the homeowner’s return on investment. By generating enough electricity to offset their consumption, homeowners can significantly reduce or eliminate their dependence on grid electricity, resulting in substantial long-term savings on utility bills. Secondly, proper sizing leads to improved system performance, as the solar panels operate at their peak efficiency when they are appropriately sized for the energy demands of the household.


Evaluating homeowner’s solar needs and sizing the system properly are critical steps in the transition to solar energy. By collecting accurate property address and usage information, assessing sun hours and roof conditions, and sizing the system between 100% and 120% of the annual usage, homeowners can maximize their energy savings, comfort, and future-proofing. Following these guidelines enables trouble-free operation and a seamless transition to a sustainable and cost-effective solar-powered lifestyle. By embracing solar energy, homeowners can not only contribute to a greener future but also reap the numerous benefits of renewable energy for years to come.


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