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NABCEP PV Technical Sales Job Task Analysis

Jan 01, 2017

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Page 1: NABCEP PV Technical Sales Job Task Analysis

NABCEP PV Technical Sales Job Task Analysis 08.11 • 1Small Wind Resource Guide Rev 1.0 06/07/2010 © NABCEP 2010

N A B C E P

www.nabcep.org

Job Task Analysis

PV Technical Sales

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2 • NABCEP PV Technical Sales Job Task Analysis 08.11 Small Wind Resource Guide Rev 1.0 06/07/2010 © NABCEP 2010

NABCEP PV Technical Sales Examination Specifications

N Items Content Domain15 QualifytheCustomer10 SiteAnalysis14 ConceptualDesign5 FinancialCosts,Incentives,andSavings4 FinancialBenefitAnalysisandFinancing3 Non-financialBenefitAnalysis5 PerformanceAnalysis4 PrepareProposals60 (total)

Job Description:APVTechSalespersonisasolarelectricprofessionalwithdemonstratedexpertiseinthesiting,design,analysisandperformanceofPVsystemswhogatherssitespecificinformation,analyzescustomerneedsandenergyusageforthepurposeofadvisingandprovid-ingcustomerswiththemostappropriatesolutionfortheirsituation.

A. Qualify the Customer

1. Analyze electric bill

• Gatherbills

• Lookforseasonalpatterns

• Lookatdifferentfuelsourcesbeingused

• Reviewutilityrates

• Explainwhysolarmaynotbeappropriate

2. Perform remote site assessment

• Determinehouseorientation

• Determinerooftilt/angle,availablearea

• Determineshading

• Evaluateobstructions

• Inquireabouttypeandconditionofroof

• Determineownershipstatus

• Determinetypeofproperty(residentialcommercial,non-profit)

Knowledge of:

- Howsiteconditionsimpactfeasibilityofsolarsystem

- Internettools

- Thelimitationsofremotetools

- Magneticdeclination

NABCEP PV Technical Sales Content Outline

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NABCEP PV Technical Sales Job Task Analysis 08.11 • 3Small Wind Resource Guide Rev 1.0 06/07/2010 © NABCEP 2010

3. Identify customer needs

• Askaboutreasonsforgoingsolar

• Evaluatefutureenergyusage

• Determinedesiredtimeframe

• Determinewhethercustomerneedsfinancialassistance

• Determineelectricusagepattern,timeofday

• Discusspros/consofbatterybackupvs.generator

Knowledge of:

- Basicsalesskills

- Financialtools

- Theuseelectricratesfunction

- Batteries

- Electricalterminology

- Correlatingusagetospecificappliances

4. Perform ball park estimate

• EstimatearraysizebasedonkWhconsumptionandavailablearrayarea

• Pricearraysizebasedonaverage$/watt

• Evaluatepotentialpriceadders

• Factorinincentives

• Developpricerange

• Developsavingsestimate

• Developpreliminaryeconomicanalysis

• Present(verbally/brief)initialballparkproposalandbenefits

• Discusscustomerbudgetlimits

Knowledge of:

- Priceadders

- Rooftype

- Licensingrequirements

- Howtheheightofbuildingimpactsinstallationcosts

- Impactoflongrunsofconduit,wiringoncosts

- Steepness

- Distancefromloadcenter

5. Identify jurisdictional issues

• Determinezoning

• Determinefiremarshalawareness

• Determinereservationissues

• Checkcity,countyandutilityrequirements

• Identifyutility

• Identifyhomeownerassociation

Knowledge of:

- Zoningissuesforyourarea

- Codesforyourarea

- Utilitiesprocess,interconnectionprocedures,rules

- Lawsrelatingtohomeowner’sassociations

- Insurancelimitations

6. Manage customer expectations

• Advisecustomerthatsystemdoesn’tprovidebackuppower;whengridisdown,itwon’twork

• Explaindifferencesbetweenbatteryandnon-batterysystems

• ExplainthatPVdoesnotheatwater,space,orpools

• ExplainthatPVgenerateselectricity,doesnotoffsetgasloads

• Explainseasonalvariationsinoutput

• Explainrequiredlevelofroutinemaintenance

• Explainsystemequipmentmanufacturerwarranties

• Reviewlifeexpectancyofequipment

• Discussaesthetics

• DiscussROI

• Explainemergingvs.existingtechnologies

• Explainexpectedoutputvs.systemcapacity

• Explaininstantaneouspowervs.annualenergyproduction

• Explaininstallationwarranties

• Explainmanufacturerwarranties

• Explaininsuranceissues,workers’comp,liability

• Explaineffectsonhomeowner’sinsurance

• Explainpotentialimpactonroofwarranty

• Explainperformancevalidationmethods

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Knowledge of:

- Basicsolarsystemknowledge

- Generalfinancialunderstanding

- Productknowledge

- Knowledgeofreturnoninvestment

- Productlimitations

B. Site Analysis

1. Inspect electrical service

• Determineserviceratingcurrentandvoltage

• Identifybussbarandmainbreaker

• Identifylinetapvs.panelupgrade

• Determineavailablebreakerspace

• Determinegrounding

• Identifymanufacturerofpanel

• Determinemethodofinterconnection

• Determinelimits(maxbackfedbreaker)basedonlocalelectricalcode

• Informcustomerofpotentialadditionalcostsrelatedtoutilityhardware,transformers

• Discussfindingswithcustomer

Knowledge of:

- Electricalsafety

- OSHA

- Electricalprinciples

- Electricalcodes

2. Identify locations for system components

• Identifyinverterlocation

• Identifyarraylocationoptions

• IdentifyAC&DCdisconnects

• Identifyjunctionbox

• Locateconduitruns

• Identifyutilitydisconnectifapplicable

• Determinelengthsofconduitruns

Knowledge of:

- NECandmanufacturerclearancerequirements

- Solarexposure

- Hazards(e.g.,powerlines,gaslines,meters)

- ThedifferencebetweenAC&DCdisconnects

- Voltageratingsonfuses,AC&DCswitches

- Utilitydifferencesonrequirementsfordisconnects

- Tapemeasure

- Laserlevel

3. Assess mounting location

• Identifyroofingmaterial

• Identifyframing

• Identifyspacingandspans

• Determineifthereisanatticspacevs.flatroof

• Assessstructuralintegrityofroof(lookatunderside)

• Documentconditionofroof(photos,notes,etc.)

• Determinesoilcompositionforground/polemounts

• Identifyundergroundobstructions(septic,gaslines)

• Determinesolarexposure

• Measureroofareaorgroundarea

Knowledge of:

- Roofingmaterials

- Basicframing

- Standardbuildingpractices(spacing)

- Roofingterminology

- Risksoffalling

- Walkingonroofswithoutcausingdamage

- Readingblueprints

- Anglegauge

- Safetyharness

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NABCEP PV Technical Sales Job Task Analysis 08.11 • 5Small Wind Resource Guide Rev 1.0 06/07/2010 © NABCEP 2010

4. Perform shade analysis

• Identifyexistingshadingobstructions

• Considerfutureshadingobstructions

• Performinter-rowshadinganalysis

• Completeshadestudy

• Analyzeannuallossfromshading

• Analyzeseasonal/dailyvariationsinshade

• Determinewhetherrooftopanalysisisnecessary

• Ifsafe,proceedwithrooftopanalysis

• Ifnecessary,bringincrewforrooftopanalysis

• Ifrooftopanalysisisnotfeasible,incorporatebuffer

• Calculatewithinacceptablelimitsofthird-partyaudit,3-5%

• Preparethereport

Knowledge of:

- Theimpactofshadeonsolarsystems

- Theproperuseoftheavailabletools

C. Conceptual Design

1. Select appropriate equipment

• Explainmoduleaestheticoptionstocustomer

• Explainefficiency,cost,aestheticdifferences

• Considergeographiclocation,climate

• Selectthemodule(s)

• Matchinvertertoarray

• Matchinvertertoservicevoltage

Knowledge of:

- Product

- Voltagewindows

- Websitesthatprovideinsolationdata

2. Determine equipment location

• Avoidlocationsthatwillexposemodulestosaltwater

• Complywithmanufacturerspecificationsforinverterlocation

• Discusspotentialsitesforinverterwithcustomer

• Askcustomeraboutlongtermplansforrenovations,etc.

• Considertypeofmonitoringsystem,broadbandvs.wired

• Discussconduitruns

Knowledge of:

- Noiselevelgeneratedbyequipment

- Risksofdamagetoequipment

- NECrequirementsandlocalcodes(AHJ)

- Coolingrequirements

- Manufacturer’sclearances

- Firedepartmentrequirements

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3. Plan system layout

• Determinemodulelayout

• Determineelectricallayout

• Determinewhichfacesofrooftouse

• Sketchsystemlayout

Knowledge of:

- Stringlayout

- Roofsetbacks

- Geometry

- Computerskills

- Spacingbetweenmodules

4. Perform string sizing

• Selectstringsizingmethod

• Considermin,maxtemperatures,site

• Standoffdistance(re:airflow)

• Matcharrayvoltagetoinvertervoltagewithapplicabletemperatureconditions

• Considermodulevoltagedegradationovertime

Knowledge of:

- Applyingtemperaturecoefficients

- Correlationbetweentemperatureandvoltage

5. Determine breaker size or supply side connection

• Determinemaxinverteroutputgivenbussbar

• Evaluatewhetherthereisroomforabreaker

• Evaluatetheserviceamperage

• Determinewhethernewelectricalserviceisneeded

• Determinewhetherlinesidetapcanbeused

Knowledge of:

- Spacingbetweenmodules

- Electricalservicesizes

- Currentratings

- Linesidetap

6. Determine mounting method and tilt angle

• Evaluaterooftypeandmaterial

• Evaluateroofpitch

• Evaluatestructuralmembers(wood,steel,trusses,rafters)

• Determinespacerequiredundermodules

• Considerimpactonroofingwarranties

• Selectracking

• Determinenumberandtypeofroofpenetrations,flashing

• Evaluateperformanceandaestheticimpactofvarioustiltangles

• Identifytrenchingconsiderations

• Determinelocalheightrestrictions

Knowledge of:

- Roofing

- Product

- Mountingsystems

D. Financial Costs, Incentives, and Savings

1. Explain types of incentives and net cost

• Explainlocalnetmeteringpolicies

• Explainfeed-intariffs

• Identifyutilityfinancialmodels

• Explainstate,cityandfederaltaxcredits,treasurygrants,depreciation,propertytaxexemptions,RECs,PBIs,rebates,taxdeduc-tions,transfercredits,salestaxexemptions

• Calculatenetcostafterincentives

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2. Explain types of utility rates and net electric bill savings

• Explaintimeofuse

• Explaintieredratestructures

• Explainwhatenergyanddemandchargesare

• Explainhowsolarimpactsdemandcharges

• Explainhowsolarimpactsenergycharges

• Discusspossibilityofswitchingfromoneratestructuretoanother

• Explainpotentialfuturerateescalations,decreases

• Calculateelectricbillsavings

• Calculateinternalrateofreturn(excludefinancingcosts)

• Calculatesimplereturnoninvestment

• Calculateyearstopayback

• Explainpre-taxandafter-taxbenefits

• Calculatetheoreticalresalevalueincreaseonproperty

• Explaintocustomerpotentialpropertyequityimpact

• Explaindegradationrate

• Calculatenetsavings

• Informcustomerthatprojectionsarenotlegallybinding,disclaimer

Knowledge of:

- Financials

- Compoundinterestcalculations

2. Evaluate appropriate financing options

• Cashupfront

• Homeequityloan

• Leasing

• PowerPurchaseAgreement(PPA)

• Consumerloans

• Communitybasedfinancing,PACE

• Utilityloans

Knowledge of:

- Financingoptions

F. Non-Financial Benefit Analysis

1. Calculate/quantify environmental benefits proportional to estimated production

• CalculateCo2avoidance

• Calculatetonsofcoalsaved

• Calculatewatersaved

• Calculatemilesnotdrivenincar

• Calculateacresoftreessaved

• Calculatebarrelsofoilsaved

E. Financial Benefit Analysis and Financing

1. Calculate financial analysis

• Calculatecashflowanalysis

• Calculatebillsavings

• Calculatemaintenanceexpenses

• Calculatereplacement/repaircostsforinverter

• Developmulti-yeartimelinedetailingcosts/benefits

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2. Describe non-financial non-environmental benefits

• Articulate/calculateenergyindependence

• Articulatesocialbenefits

• Articulateothernon-environmentalbenefits

G. Performance Analysis

1. Calculate production

• Considerinsolationdata

• Reviewtemperaturedataforthearea

• Considermicroclimatedataifavailable

• Considerimpactofdustanddirt

• Modulenameplaterating

• Considertimeofuse

• Considershading

• Considerwirelosses

• Considermoduleoperatingtemperature,regionalambienttemperaturesandairflow

• Considercomponentefficiencies(e.g.,inverter,DCmodules)

• Considertilt

• Considerazimuth

• Considerdiodesandconnections

• Considermodulemismatch

• Considersystemavailability

• Considertracking,dualorsingleaxis

• Considersystemageordegradation

Knowledge of:

- Sitesthatcanprovidedata

- PVWATTSorSAM

- RETScreen

- Howvariousfactorsimpactproduction

2. Identify factors that degrade system performance over time

• Moduledegradationovertime

• Landscapingissues,treegrowth

• Newconstruction

H. Prepare Proposals

1. Create minimum acceptable proposal

• Includeproductionestimate

• IncludeSTCDCsystempowerrating(andCECACorotherratingasapplicable)

• Includeaveragemonthlyelectricbillsavingsestimate

• Includetotalcost,rebates,taxincentives,andnetcost

• Identifyandestimatepermitfees,interconnec-tionfees,taxesandotherforeseeablecosts

• Identifyvariableorunknowncostsandprovideestimatedrangeofcost

• Includepaymentschedule

• Identifyincentivespaidovertime(PBI,FIT,SRECs)

• Includeconstructiontimelineandmilestonedates

• Includemajorequipmentlist,powerratings,andpartcount

• Listassumptions,specialfactors,andlocationsforequipmentinstallation

Knowledge of:

- Readingmanufacturerdatasheets

- Ratingspecs

- Documentsrequiredforcompletingthesale

2. Include additional elements as applicable and/or appropriate

• Includefinancialbenefitand/orfinancingdiscussionasapplicable

• Includenon-financialbenefitdiscussionasapplicable

• Includeenergyefficiencyandconservationdiscussionasapplicable

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PV Technical Sales Certification Requirements

I. General Eligibility Requirements for the PV Technical Sales Certification

InordertobeeligiblefortheNABCEPPVTechnicalSalesCertification,applicantsmustsatisfythefollowingrequirements:

• Beatleast18yearsofage;

• CompletetheOSHA10HourConstructionTrain-ingCourseClass(acertificateofcoursecomple-tionmustbesubmittedwithapplication);

• Satisfyatleastone(1)ofthequalifyingcertifica-tioneligibilitycategories(QualifyingCategories)identifiedbelow;

• CompletetheNABCEPPVTechnicalSalesCertificationExaminationApplication(printedoronlineapplication);

• AccepttheNABCEPCodeofEthics&StandardsofConduct;

• PayapplicableApplicationfees;and,

• AchieveapassingscoreontheNABCEPPVTechnicalSalesCertificationExamination.

II. PV Technical Sales Certification Eligibility Categories

TheNABCEPBoardofDirectorsandPVTechni-calSalesTechnicalCommitteehaveestablishedthefollowingseven(7)QualifyingCategoriesfortheNABCEPPVTechnicalSalesCertification.Applicantsmustsatisfyatleastone(1)ofthefollowingcategoriesinordertoqualifyforcertification.

A.Qualifying Category 1

• Atleastsixty(60)cumulativehoursoftrainingdirectlyrelatedtothesubjectsidentifiedintheNABCEPPVTechnicalSalesCertificationJobTaskAnalysis;

• Verifiablesalesexperience,includingthecomple-tionofatleastfour(4)solarPVsystemsalesproposalswithinthetwelve(12)monthperiod

priortoapplyingfortheNABCEPPVTechnicalSalesCertification;and,

• AchieveapassingscoreontheNABCEPPVEntryLevelExamination.

B.Qualifying Category 2

• Atleastthirty-two(32)cumulativehoursoftrain-ingdirectlyrelatedtothesubjectsidentifiedintheNABCEPPVTechnicalSalesJobTaskAnalysis;

• Verifiablesalesexperience,includingthecomple-tionofatleasteight(8)solarPVsystemsalespro-posalswithinthetwenty-four(24)monthperiodpriortoapplyingfortheNABCEPPVTechnicalSalesCertification;and,

• AchieveapassingscoreontheNABCEPPVEntryLevelExamination.

C.Qualifying Category 3

• AssociatesDegreefromanaccreditededucationalinstitutioninrenewableenergytechnologyorrelatedfieldofstudy;

• Verifiablesalesexperience,includingthecomple-tionofatleastfour(4)solarPVsystemsalespro-posalswithinthetwelve(12)monthperiodpriortoapplyingfortheNABCEPPVTechnicalSalesCertification;and,

• AchieveapassingscoreontheNABCEPPVEntryLevelExamination.

D.Qualifying Category 4

• BachelorsDegreefromanaccreditededucationalinstitution;and,

• Verifiablesalesexperience,includingthecomple-tionofatleastfour(4)solarPVsystemsalespro-posalswithinthetwelve(12)monthperiodpriortoapplyingfortheNABCEPPVTechnicalSalesCertification.

E.Qualifying Category 5

• CurrentlycredentialedasaNABCEPCertifiedSolarPVInstalleringoodstanding;or,

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• CurrentlyrecognizedbyNABCEPasaNABCEPCertifiedSolarPVInstallerEmeritus.

NOTE: A minimum of thirty (30) hours of additional train-ing in non-installation aspects of the PV Technical Sales Job Task Analysis is strongly recommended.

F.Qualifying Category 6

• CurrentlylicensedasanelectricianintheStateinwhichtheapplicantperformshis/heroccupation-alactivities;and,

• AchieveapassingscoreontheNABCEPPVEntryLevelExamination.

NOTE: A minimum of thirty (30) hours of additional train-ing in all aspects of the PV Technical Sales Job Task Analysis is strongly recommended.

G.Qualifying Category 7

• Verifiablesalesexperience,includingthecomple-tionofatleasttwenty(20)solarPVsystemsalesproposalswithinthesixty(60)monthperiodpriortoapplyingfortheNABCEPPVTechnicalSalesCertification;and,

• Atleastfive(5)yearsofcumulative,documentedsolarPVsystemssales-relatedexperience.

NOTE: A minimum of thirty (30) hours of additional train-ing in all aspects of the PV Technical Sales Job Task Analysis is strongly recommended.

III. Verifiable Sales Experience/ Definitions and Documentation Supporting Experience

A. Definitions

1.VerifiableSalesExperience

Verifiablesalesexperience=ActivelyengagedinsolarPVsystemssales-relatedactivities,includingthecompletionofthenumberofsolarPVsystempropos-alsrequiredbytheapplicant’sQualifyingCategory.See,SectionII.

Foreachofthefour(4)solarPVsystemproposalstobecompletedineachtwelve(12)monthperiodpriortoapplyingforNABCEPPVTechnicalSalesCertifica-tion,thefollowingrequirementsapply:

• Atleasttwo(2)musthaveresultedincompletedsalesandinstallation;

• Atleast2mustrelatetosystemslargerthan2kWDC(peak);

• Atleast1oftheinstallationsmustbeasystemthatisgridconnected;and,

• Nomorethan1proposalmaybesubmittedtoarelativeorsomeoneresidingattheapplicant’saddress.Thisproposalmusthaveresultedinacompletedsalesandinstallation.

ExamplesofAppropriateVerifiableSalesExperience:

Qualifying Category 1Applicantmustsubmitdocumentationshowingatleast4proposalscompletedinthe12-monthperiod

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priortoapplyingforcertification,includingatleast:2resultingincompletedsalesandinstallation;2thatrelatetosystemslargerthan2kW(peak);and,1thatisgridconnected.

Qualifying Category 7Applicantmustsubmitdocumentationshowingatleast20proposalscompletedina60-monthperiodpriortoapplyingforcertification,includingatleast:10resultingincompletedsalesandinstallation;10thatrelatetosystemslargerthan2kW(peak);and,5thataregridconnected.

2.SolarPVSystemsSales-RelatedActivities

Engaginginthesaleand/ordesignofsolarPVsys-tems,includingbutnotlimitedto,individualsem-ployedassalesmanagers,siteanalysts,systemdesign-ers,technicalsupportpersonnel,andprojectfinanceanalysts.

3.SolarPVSystemsSalesProposals

Salesproposalsmustincludethefollowinginforma-tion:proposedPVsystemsizeinkW;evidenceofashadeanalysis;theamountofkWhthePVsystemisexpectedtoproduceannually;therevenuethattheelectricitygeneratedwillproduce;thetotalcostofthesystem;anyincentiveortaxbenefitsthatmaybeappliedtothetotalcost.Additionalinformationmayincludetheinternalrateofreturn(IRR),paybackpe-riod,cashflowoverthelifeofthesystem,non-finan-cialbenefits,andanyincomethatwillbegainedfromrenewableenergycredits.

B. Documentation of Verifiable Sales Experience

1.ProposalDocumentation

ForeachoftheQualifyingCategoriesrequiringverifi-ablesalesexperience,anapplicantmustsubmittheidentifiednumberofsalesproposalsforsolarPVsys-tems,consistentwiththerequirementsofSectionIII.A.AllsolarPVsystemsclaimedmustbeaccompaniedbyacompleteandaccuratecopyoftheoriginalproposal.See,definitionof“proposal”inSectionIII.A.3.Iftheapplicant’snameisnotidentifiedonaproposal,then

thatproposalmustbeaccompaniedbyaletterfromtheapplicant’semployerorsupervisorstatingthattheapplicantwasthepersonwhoperformedaleadroleinthedevelopmentoftheproposal,orheldapositionofresponsibilityinreviewingandapprovingthepro-posaldevelopedbyothers.

2.PermitsandInspectionRecords

IfthesolarPVsystemidentifiedinaproposalhasbeeninstalled,theapplicantmustsubmitelectricalpermitsandinspectionrecords.Ifpermitsarenotavailable,anapplicantmaysubmit:

• AsignedletterfromthecustomerstatingthatthepurchasedsolarPVsystemmettheirexpectations;or,

• Asignedletterfromtheapplicant’semployerorsupervisordocumentingtheapplicant’srolesandresponsibilitiesinthesalesprocess,alongwiththeoutcomeofthesalesprocess.

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3.CustomerLetters

Ifthesystemhasbeensoldbutnotinstalled,theap-plicantmustsubmitasignedletter(emailswillnotbeaccepted)fromthecustomerstatingthathe/sheissatisfiedwiththesalesprocessandthepurchasedsolarPVsystem.

4.AdditionalInformationandDocumentation

Applicantsmayalsoattachphotographsoftheso-larPVsystemassupplementaldocumentation.Allproposalsandrelatedproprietaryinformationwillbetreatedasconfidential.

Whencompletingtheapplication,applicantswillbeaskedtodescribethescopeofworkhe/shewasresponsibleforoneachinstallation.NABCEPreservestherighttocontactsystemowners/operators,permit-tingauthorities,andresponsiblecontractorstoverifyworklistedintheApplication.TheNABCEPApplica-tionReviewCommitteewillmakedecisionsregardingapplicanteligibilitybasedontheApplicationinforma-tionanddocumentationsubmittedinsupportoftheApplication.

IV. Training Requirement for the PV Technical Sales Certification

ApplicantsapplyingthroughQualifyingCategories1and2mustsubmitdocumentationsupportingtherequiredcumulativehoursoftrainingdirectlyrelatedtothesubjectsidentifiedintheNABCEPPVTechnicalSalesJobTaskAnalysis.

A. Acceptable Training

NABCEPwillaccepttrainingthatmeetsthefollowingrequirements:

1.FormalTrainingFormat.Thetrainingprogrammusthaveaformaltrainingformat,whichincludesateach-er-studentstructure,i.e.,astudentandaninstructingsource.Acceptabletrainingformatsmayinclude:

a.In-person/classroomtrainingcoursesledbyaninstructorand/ordiscussionleader;or,

b.Activitiesinwhichastudentisengagedinaplannedlearningevent,receivesfeedbackconcerninghis/herprogress,andthestudent’sprogressismoni-tored.Insomecases,suchactivitiesmaybedistancelearning,i.e.,thestudentisseparatedfromfacultyandotherstudents.Examplesincludecomputer-assistedinstruction,interactivevideo/CD/DVD,and/orweb-sitelearning.

2.TrainingCoversPVTechnicalSalesJobTaskAnaly-sisSubjects

ThetrainingmustdirectlyrelatetothesubjectsidentifiedintheNABCEPPVTechnicalSalesJobTaskAnalysis.

B. Acceptable Training Providers

Acceptabletrainingprovidersinclude,butarenotlimitedto:

1.Aneducationalinstitutionaccreditedbyanaccredi-tationorganizationrecognizedbytheU.S.DepartmentofEducation(e.g.,universitiesandcommunitycol-leges)orasimilarCanadiangovernmentagency;

2.Independentrenewableenergytrainingprograms.NOTE:NABCEPrecommendsthatapplicantsconsid-ertrainingcoursesaccreditedbyIRECundertheISPQStandard,ortaughtbyinstructorscertifiedbyIREC.Pleasevisitwww.IRECusa.orgforfullcourselistings;

3.ApprenticeshiptrainingprogramsrecognizedbytheU.S.DepartmentofLabororequivalentprograms,orthoserecognizedbyaCanadiangovernmentagency;

4.TrainingprogramsapprovedbyStateorProvincialContractorLicensingBoards;and,

5.Vocationaltechnicaltrainingprograms.

AlthoughadditionaltrainingisnotrequiredforQualifyingCategories3through7,NABCEPstronglyencouragestraininginallaspectsofthePVTechnicalSalesJobTaskAnalysis.Suchtrainingmayassistap-plicantsinachievingapassingscoreonthePVTechni-calSalesCertificationExamination.

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North American Board of Certified Energy Practitioners56CliftonCountryRoad,Suite202CliftonPark,NY12065800-654-0021/[email protected]

www.nabcep.org

V. Documentation of Training, Education & Credentials

Followingisalistofdocumentsandmaterialsthatanapplicantmustsubmitwithhis/herPVTechnicalSalesCertificationApplication:

A.ApplicantsapplyingunderQualifyingCategories1and2

• Copiesofcertificatesofcompletionforeachtrain-ingprogram.

• Asignedletterfromthetrainingpro-graminstructor(s)oreducationprogramadministrator(s)identifyingthespecificaspectsofthePVTechnicalSalesJobTaskAnalysiscoveredbythetrainingandnumberofcontactshoursspentcoveringthosesubjects.

B.ApplicantsapplyingunderQualifyingCategories3and4

• Acopyoftheofficialdiplomaandacademictran-scriptfromanaccreditededucationalinstitution.

C.ApplicantsapplyingunderQualifyingCategories1,2,3,5,or6• Applicantsmustidentifytheprofessionalcreden-

tial,certificate,and/oroccupationallicenseheldassatisfyingtheapplicablecertificationeligibilityQualifyingCategory.

• Copiesofthecredentialcertificateorlicenseindi-catingcurrent,activestatusasacredentialholderorlicenseeingoodstanding.

VI. About the NABCEP PV Entry Level Examination Requirement

QualifyingCategories1,2,3,and6requireanapplicanttosuccessfullypasstheNABCEPPVEntryLevelEx-amination,whichdemonstratesabasicunderstandingofPVsystemdesignandinstallation.TheNABCEPPVEntryLevelExaminationisnotacertificationexam.

TrainingcoursesdirectlyrelatedtopreparationfortheNABCEPPVEntryLevelExaminationwillnotcounttowardstherequisitecumulativetraininghoursforQualifyingCategories1and2unlesssubjectsidenti-fiedinthePVTechnicalSalesJobTaskAnalysis(JTA)arecoveredbysuchcourses.InorderforsuchtrainingcourseworktobeacceptedbyNABCEP,theapplicantmustsubmitdocumentationsignedbythecoursein-structororprogramadministratordetailingthematerialcoveredandtimespentcoveringPVTechnicalSalesJTAsubjects.See,SectionV.A.

ForinformationconcerningtheNABCEPPVEntryLevelExaminationandforthecompletelistofallcur-rent,registeredPVEntryLevelProviders,pleasevisittheNABCEPwebsite,locatedat:www.nabcep.org/entry-level-program-2/for-students.

Licensure Requirement

Ifalicenseisrequiredinthejurisdictioninwhichtheworkisperformed,candidatesmustsubmittheirlicensenumber—orthelicensenumberunderwhichtheworkwasperformed.