Deal / Project Name
Customer / Channel Role Power user / direct offtaker System owner / referral partner Developer / EPC partner Landlord / site owner Public / institutional host Unknown
Jurisdiction Puerto Rico Mainland US Unknown
Customer Type Private commercial Public/quasi-public Nonprofit/Tax-exempt Industrial / high load Hospitality / multifamily Unknown
Site Control Owner controls site Tenant/leases site Landlord signature required Unknown
Primary Customer Goal Lower energy cost Budget certainty Resilience / backup No capex solar Tax/incentive optimization ESG / renewable energy Unknown
Pricing Structure Preference Fixed $/kWh Fixed discount / APUE / indexed Escalator Customer does not know
Spanish / Local Language Needed? No Yes Unknown
System Size kW DC
Annual kWh Load
Lowest Month kWh
Effective Utility Rate ($/kWh)
Target / Modeled PPA Rate ($/kWh)
EPC $/W
Minimum Purchase Acceptable? Unknown Yes No
Net Metering / Export Economics Unknown Strong / retail-like Weak / wholesale No export allowed N/A
Storage / Battery Included? No Yes Unknown
Domestic Content Confirmed? Unknown Yes No N/A
FEOC Compliant? Unknown Yes No N/A
EPC Quote Includes Domestic Content? Unknown Yes - FEOC and domestic content FEOC only / domestic not confirmed No N/A
Major Equipment / Install Scope Unknown EPC turnkey includes equipment, install, and BOS Soltaic provides primary components; partner installs/BOS Other split scope
Install / BOS Cost if Split Scope ($/W)
Offtaker 3-Year Financials Unknown Received Requested Not available
Escalator Adjustment Being Tested? Unknown No Yes - improve initial PPA rate
Aggregate PR MW Same Owner/Controller N/A <1 MW >=1 MW Unknown
Decision Deadline / COD Pressure No hard deadline Moderate deadline Hard deadline / fast close needed Unknown
Customer Credit / Payment Strength Unknown Strong Acceptable Weak / unverified
Proposal / Model Already Exists? Unknown Yes No
Decision Maker Identified? Unknown Yes No
Rate Schedule Type Unknown Flat / uniform TOU / non-uniform Demand-heavy Other complex tariff
Before/After Solar Model Available? Unknown Yes No
Headline Savings Claim (%)
Actual Effective Savings (%)
Demand + NBC Savings Modeled? Unknown Yes No N/A
No-Export Preference? Unknown No Yes
Expected Generation kWh
Export Included in Model? Unknown Yes No N/A
Savings Estimate Method Unknown Conservative Aggressive Both compared
Conservative Savings (%)
Aggressive Savings (%)
Non-Energy Charge Share (%)
Sponsor PPA Revenue Share (%)
REC / SREC Rate Included? Unknown Yes No N/A
Known Missing Facts / Notes
