English Edition · Chapter 13

Chapter 12: Appendix, Glossary, Formula Sheet and Hardcore Version of Standard Data Package

The function of the appendix is ​​not to round up the page count, but to condense the terms, formulas, information and inspection items scattered in the previous chapters into searchable tools. The main text is responsible for establishing the framework, and the appendices are responsible for quick search. The goal of this chapter is to turn the entire material into a work manual that can be easily flipped.
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The function of the appendix is ​​not to round up the page count, but to condense the terms, formulas, information and inspection items scattered in the previous chapters into searchable tools. The main text is responsible for establishing the framework, and the appendices are responsible for quick search. The goal of this chapter is to turn the entire material into a work manual that can be easily flipped.

12.1 General list of core terms for photovoltaics, electricity prices, taxation, and grid connection

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12.1 General list of core terms for photovoltaics, electricity prices, taxation, and grid connection

One of the most common distortions is the different ways of saying different parts of the same word. Sales say "recover the cost", finance says "payback period", engineering says "self-use", and customers understand it as "no electricity bill". Therefore, the appendix must provide a unified glossary to avoid caliber drift within the organization.

The most critical terms for your current business should at least include vocabulary related to photovoltaic technology, electricity price structure, grid connection process, tax caliber, financing and EaaS/EMC. The glossary is not meant to appear professional, but to allow newcomers and people across departments to speak the same language.

the termChinese explanationTraining reminder
FtFuel adjustment fee/automatic price adjustment itemIt is not the basic electricity price, it is adjusted periodically.
TOUtime-of-use electricity priceFocus on Peak/Off-Peak and load coincidence
Self-consumptionSpontaneous useThe number one variable that truly determines the value of a roofing project
Demand Chargedemand chargeSmall commercial/industrial and commercial cannot just look at kWh
Zero ExportZero loopback controlIt’s not just a verbal commitment, there must be control logic and documentation
SCOD/CODPlanned Commercial Operation Day/Commercial Operation DayGrid connection projects must take time limits seriously
VATVATAffects quotation, invoicing, and cash flow
CITcorporate income taxDiscussion on taxation affecting profit caliber and project investment
M&VMeasurement and VerificationEMC/ESCO projects must be explained clearly
RACIResponsibility Assignment MatrixA task can only have one final decision-maker

12.2 Summary of formulas: Let newcomers be able to calculate at least the first version of the answer

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12.2 Summary of formulas: Let newcomers be able to calculate at least the first version of the answer

It’s not that most newcomers can’t learn, but they don’t have a reusable formula framework in their minds. The greatest value of listing commonly used formulas together is not to allow everyone to calculate to two decimal places, but to give everyone a structured answer instead of patting their heads.

This table only contains the most commonly used one-level formulas, which are suitable for preliminary screening and quick judgment, and do not replace subsequent actuarial models.

sceneformulause
annual savingsAnnual savings = self-consumption of electricity × marginal electricity purchase price + delivered electricity × unit price of online settlementThe first level of income judgment
static payback periodStatic payback period = total investment ÷ annual savingsQuickly determine project feasibility
Price before taxPrice before tax = Total cost before tax ÷ (1 - Target gross profit margin)Standard quote structure
Price including taxQuotation including tax = Quotation before tax × (1 + VAT)Customer final quotation display
Weighted days for payment∑ (proportion of payment amount × number of days for payment)Cash flow pressure judgment
safety stockAverage daily consumption × replenishment cycle + risk bufferInventory hierarchical management
string length checkN × Voc(Tmin) < Max DC Voltage; N × Vmp(Thot) in the MPPT intervalInverter and component matching
Demand judgmentLook at the 15-minute maximum average demandSchedule 2/3 classification and demand fee logic

12.3 List of four packages of project information, think by folder rather than by person

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12.3 List of four packages of project information, think by folder rather than by person

The most common problem with project data is not that it is completely absent, but that it is scattered. Some people put contracts in chats, some people leave photos on their phones, and some people put single-line diagrams on their computer desktops. Data management that can truly support delivery, taxation, after-sales and financing must be organized according to file package thinking, rather than stored according to personal habits.

It is recommended to standardize into four packages: contract and collection package, design and construction package, grid connection and testing package, operation and maintenance and after-sales package. As long as each project is documented in the same way, the company will save a lot of effort in subsequent training, spot checks, and due diligence.

[Appendix landing rules]Before any project is completed, it must be checked: whether the four packages are complete, whether the file names are consistent, whether the key scans are readable, and whether the photos can prove the node facts.
  • Contract and collection package: contract, quotation, authorization letter, payment voucher, invoice/e-Tax Invoice.
  • Design and construction package: survey photos, single-line diagrams, layout drawings, materials list, equipment serial numbers, key node images.
  • Grid connection and test package: connection application form, access form, engineer certificate, inverter test report, inspection record, grid connection status.
  • Operation and maintenance and after-sales package: monitoring accounts, operating instructions, warranty terms, work order records, return visit records, and performance deviation records.

12.4 Principles for using external sources: What can be written directly and what must be written in boundaries

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12.4 Principles for using external sources: What can be written directly and what must be written in boundaries

Publicly available sources have been cited extensively throughout this manual, but not all sources are given equal weight. In order to prevent the "media summary" from being described as an "official conclusion" in the future, the source level must be clearly stated in the appendix.

The most stable ones are official regulations, official agency pages, official PDFs and standard entries; the second level is international organizations and semi-official associations; the third level is interpretation by law firms, consulting agencies and media. When actually quoting, the first and second levels should be used first, and the third level is used for supplementary explanations and not for drawing separate conclusions.

source hierarchyexampleQuote rules
Level 1: OfficialRD, PEA, MEA, BOT, SSO, ERC, regulations PDFcan be used as the main basis
Level 2: International/Industry OrganizationsOECD、IEA-PVPS、Thai ESCO AssociationCan be used to explain frameworks and trends
Level 3: Professional InterpretationLaw firms, consulting, media, industry articlesIt is used as a supplement and does not make a final conclusion alone.