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newSchoolWorks.com › VoTechWorks › Building & Construction › Solar / PV Installation › Capstone Project: Full-System PV Design, Build, and Defense › Lesson 4
BLD-SOLA09-08 · Lesson 4 · 18 clock hours · lab

Deficiency Identification, Documentation Package, and Project Defense

Objective. Students will identify and document all intentionally seeded code and safety violations in a staged deficiency-exercise installation, compile a complete inspection-ready permit package for their own project, and deliver a structured oral defense of their system design and installation decisions to a panel.

⚠ Pending professional review

This lesson, its worked examples and its practice questions has not yet been verified by a licensed professional engineer or master tradesperson or by a certification or approval body. It is a study draft and may contain errors. Do not use it as instructions for work on a job site or on live equipment. Always follow your instructor, your supervising professional, and current official references and regulations.

VoTechWorks program approval and accreditation are still in progress. Credentials are issued only by the certifying bodies named in each program, after their own exams.

Deficiency Identification, Documentation Package, and Project Defense

This capstone lab brings together every skill you have built across the program. You will inspect a real installation for code and safety violations, compile a complete permit package, and defend your own system design before a panel. Employers and inspectors will test you in exactly these three ways throughout your career.

Part 1 — Deficiency Identification

Before any installation is energized, it must pass inspection. Inspectors look for violations of the National Electrical Code (NEC) Article 690, OSHA standards, and manufacturer requirements. As an installer, you are responsible for catching problems before the inspector does — and before anyone gets hurt.

When you inspect the staged installation, work methodically from the array to the point of interconnection. Common categories of deficiency include:

Record every deficiency on a field-correction notice (FCN) form. Each entry must include: the location of the deficiency, a description of the problem, the specific NEC 690 article or OSHA standard that applies, and the corrective action required. Vague notes such as "wire is wrong" will not pass — cite the code.

Safety reminder: Treat the staged installation as live until the instructor confirms it is de-energized and locked out. Follow lockout/tagout (LOTO) procedures and wear appropriate PPE — safety glasses and insulating gloves — before touching any component. Never assume a system is off because it appears off.

Part 2 — The Permit Documentation Package

Authorities Having Jurisdiction (AHJs) — your local building and electrical departments — require a complete submittal before issuing a permit. An incomplete package causes delays and costs money. Your binder and digital folder must contain every required sheet in the order the AHJ expects.

Required documents:

1. Cover sheet — system summary (system size in kW-DC, inverter type, interconnection method, owner name, address, permit number if assigned)

2. Site plan — to-scale roof layout showing array location, setbacks, access pathways, and service equipment location

3. Single-line diagram (SLD) — NEC 690-compliant electrical schematic from modules to utility meter, showing all conductors, OCPDs, disconnects, labeling, and grounding

4. Equipment cut sheets — manufacturer specification sheets for modules, inverter(s), racking, and any rapid-shutdown device

5. String calculation worksheet — open-circuit voltage (Voc) temperature-corrected to the AHJ's record low, maximum power-point voltage (Vmp) calculations, and short-circuit current (Isc) adjustments

6. Load calculation — if the interconnection is a load-side tap, the 120% rule calculation (NEC 705.12) must be documented

7. Conduit fill worksheet — number and size of conductors verified against NEC Chapter 9, Table 1

8. Interconnection agreement checklist — confirmation that the utility has approved the interconnection method

9. AHJ inspection photo set — labeled photos taken during installation showing grounding connections, conduit runs, module labels, and rapid-shutdown equipment

10. Commissioning report — measured Voc per string, Isc per string, insulation resistance test results, and inverter startup confirmation

Review every sheet before submission. A panel evaluator will ask you to explain any page, so know your own package.

Part 3 — The Oral Defense

The oral defense is your opportunity to demonstrate that you understand why you made each decision, not just what you did. Structure your 15 minutes as follows:

Speak clearly, maintain eye contact, and manage your time. A timer will be visible. Rushing through the SLD walk-through to save time for questions is a common mistake — practice the full sequence before defense day.

Key terms9

Field-correction notice (FCN)A formal written record documenting an identified code or safety deficiency at an installation, specifying the location, applicable code reference, and required corrective action.
NEC Article 690The section of the National Electrical Code that governs the installation of solar photovoltaic systems, covering wiring methods, overcurrent protection, disconnecting means, grounding, and rapid shutdown.
Rapid shutdownA code-required function (NEC 690.12) that reduces PV system voltage within defined time limits and boundaries when activated, allowing first responders to de-energize the array safely.
Single-line diagram (SLD)A simplified electrical schematic that shows all major components and conductors of a PV system in a single line convention, used for permit submittal and AHJ review.
Authority Having Jurisdiction (AHJ)The governmental or organizational body responsible for enforcing building and electrical codes and issuing permits for PV installations in a given area.
Equipment-grounding conductor (EGC)A conductor that connects non-current-carrying metal parts of equipment to the grounding system, providing a low-impedance path for fault current to operate overcurrent protection and reduce shock hazard.
Overcurrent protection device (OCPD)A fuse or circuit breaker that opens automatically when current exceeds a rated value, protecting conductors and equipment from damage due to overload or short circuit.
Commissioning reportA written record of measured electrical values — including string Voc, Isc, and insulation resistance — taken at system startup to confirm the installation matches design specifications and is safe to operate.
Lockout/tagout (LOTO)An OSHA-required procedure that uses physical locks and warning tags to de-energize and isolate equipment before maintenance or inspection, preventing accidental re-energization.
In class: The instructor presents a staged installation on the training structure containing at least five deliberate deficiencies (examples: missing equipment-grounding conductor, unlabeled disconnect, oversized OCPD, improper wire type in wet location, rapid-shutdown label missing)—each student independently inspects the installation, records each deficiency on a field-correction notice form citing the applicable NEC 690 article or OSHA standard, and proposes the correct fix; findings are discussed as a group before the solutions are revealed. · Each student assembles their final permit documentation package in a project binder and digital folder: cover sheet with system summary, site plan showing roof layout and array location, NEC 690-compliant single-line diagram, equipment cut sheets for all major components, string calculation worksheet, load calculation, conduit fill worksheet, interconnection agreement checklist, AHJ inspection photo set, and commissioning report—the instructor reviews for completeness using the AHJ documentation rubric before the defense date. · Each student delivers a 15-minute oral defense to a two- or three-person panel (instructors and, if available, an industry professional): presents their design rationale (site selection, system sizing, equipment selection), walks through the single-line diagram explaining code compliance at each point, answers panel questions on safety decisions and at least one scenario-based what-if question (such as a shading change or a module goes offline), and closes with a self-assessment of what they would do differently.
Materials: Staged deficiency installation on training structure, field-correction notice forms, NEC Article 690 reference, project binder and divider tabs, USB drive or shared drive folder, AHJ documentation rubric, oral defense scoring rubric, timer, panel evaluation forms for guest reviewer
Check: Deficiency exercise: student must identify at least four of five planted deficiencies with correct NEC citation—pass = 80%. Documentation package: AHJ rubric score of 80% with no missing required sheets. Oral defense: panel scores on the four-category rubric (technical accuracy, code knowledge, safety awareness, communication clarity); pass = average score of 80% across all four categories with no category below 70%.

Practice check8

Answer each question, then check it. Nothing is recorded; this is your own practice.

Electrical Safety and Code Compliance
1. A student's field-correction notice reads: 'Wire is wrong type on the roof.' Why is this entry insufficient for an FCN?
Electrical Safety and Code Compliance
2. During the deficiency inspection, you find that the PV disconnect handle is present but nothing is written on or next to it. Which NEC Article 690 requirement is most directly violated?
Electrical Safety and Code Compliance
3. An OCPD is rated at 30 A but the conductor it protects has an allowable ampacity of 20 A after all correction and adjustment factors are applied. What is the primary hazard of this deficiency?
System Design and Documentation
4. Which document in the permit package specifically confirms that the utility has reviewed and approved the method by which the PV system connects to the grid?
System Commissioning and Troubleshooting
5. During an oral defense, the panel asks: 'One module in your array goes offline due to a failed junction box. Walk us through how your system responds and what you would do.' This type of question is best described as a:
Electrical Safety and Code Compliance
6. A student proposes to run standard THHN cable from the combiner box along the exterior wall of the building in exposed conduit. A co-student flags this as a deficiency. Which condition most likely makes this a violation?
Workplace Safety
7. Before touching any component on the staged deficiency installation, what procedure must a student follow even though the instructor states the system 'should be' de-energized?
Electrical Safety and Code Compliance
8. During the oral defense walk-through of the single-line diagram, a student reaches the AC disconnect and correctly identifies it but cannot explain which NEC 690 requirement mandates its presence. The panel probes further. This exchange is most directly testing which rubric category?
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