Solar Contract Review: What to Check

By Solar Exit IQ · Published September 18, 2026 · Updated October 2, 2026

Quick Answer

What happens in a solar contract review?

A review organizes the agreement, financing, payment, performance, ownership, notice, and property terms into one timeline. The useful first step is gathering the signed documents and records that explain what was promised, what was delivered, and what remains disputed. The review provides information, not legal advice or a guaranteed outcome.

A useful solar contract review compares all signed agreements with funding, billing, project and sales records. The checklist below helps identify missing documents without uploading them or deciding your legal rights.

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Start with a complete document set

Include the proposal, purchase or lease agreement, PPA if applicable, financing disclosures, change orders, cancellation forms, warranties, and any settlement already offered. A summary page cannot replace the full agreement. Label unsigned proposals separately from executed versions and note missing exhibits. Keep original files so the sequence and dates remain available.

Read money and performance terms together

Record total price, amount financed, interest terms, payment changes, escalators, and any assumed prepayment. Then identify the equipment specification, production estimate, written guarantee, exclusions, and service responsibilities. A savings forecast is not necessarily a guaranteed bill amount. Mark the exact pages that support what you understood you were buying.

Review the clauses that govern the next step

Find notice addresses, dispute procedures, opportunity-to-cure provisions, arbitration terms, assignment rights, transfer conditions, and removal duties. Put approaching deadlines at the top of your summary. An information review does not pause these deadlines. Include disputed terms and relevant notices in your qualification assessment. Solar EXIT IQ can help organize the facts and documents for review; it does not provide legal advice or legal representation.

Make the review usable

Prepare a one-page chronology with dates, company names, the specific problem, what has already been requested, and the result you want. Redact unrelated sensitive identifiers before sharing documents through an appropriate channel. The existing qualification form gathers basic facts; follow the team’s instructions for any later document exchange instead of putting full financial identifiers in the narrative fields.

What documents should you gather before requesting a review?

Solar contract document checklist

A preparation aid for identifying missing records—not an exhaustive acceptance requirement or a legal review. Collect only items relevant to your matter.

• Every executed solar sales, installation, loan, lease or PPA agreement and amendment
• Cancellation notice, signing date, delivery record and sales-location details
• Itemized quote and financing disclosures for the same equipment and scope
• Loan funding/disbursement history, account statements and payment schedule
• Equipment ownership, warranty and monitoring information
• Permit, inspection, interconnection and utility permission-to-operate records
• Date-matched production reports and utility bills where performance or cost is disputed
• Original sales messages and representations you lawfully retain
• Service tickets, written responses and photographs relevant to the issue
• Any home-sale, title, recorded filing or documented notice deadline
• A list of unknown items and the company asked to supply them

0 of 11 items checked

Print this checklist

Check marks are temporary and clear when the page reloads. Keep originals; redact account numbers and unrelated personal information before sharing a copy.

Start with the executed version rather than an unsigned quote. If something is missing, mark it unknown and request it from the named party. Keep a redacted working copy and preserve complete originals separately. These records help organize a review; they are not a promise that a matter will be accepted or resolved.

Your next-step checklist

1. Collect complete executed documents and relevant proposals.
2. Highlight money, performance, cancellation, and dispute clauses.
3. Build a dated timeline with supporting records.
4. List unresolved questions and any urgent deadlines.
5. Complete the qualification assessment with accurate, limited information.

Related homeowner guides

Continue with Solar Contract Review: What to Check, Solar Contract Dispute: Organize Your Next Steps, Solar Contract Cancellation Resources. For the full topic directory, visit Solar Contract Cancellation Resources. For help organizing your situation, see our solar contract exit options review.

Official sources and further reading

• Department of Energy: homeowner solar guide

Sources checked September 18, 2026. Laws, programs, and company processes can change. This guide does not determine your legal rights or provide legal, tax, or financial advice. Include your circumstances and any deadlines in our qualification assessment. Submission does not pause a deadline or guarantee an outcome.

For the next document question, see review process.

Official reference: CFPB: financial-product complaint process.

New reference and example sections checked October 3, 2026. Read our editorial and correction policy. Examples are illustrative and do not establish an outcome for your agreement.