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Defaults and Assumptions: Utility, Financing, Ground Mount, Environmental
### Scanifly Proposal Tool
* Setup and Global Settings
* Defaults and Assumptions: Utility, Financing, Ground Mount, and Environmental Libraries
##### Setup and Global Settings
### Defaults and Assumptions: Utility, Financing, Ground Mount, and Environmental Libraries
#### Build the libraries your team selects from in the editor: utilities, loan providers, lease and PPA providers, ground mount defaults, and environmental impact figures.
Defaults and Assumptions is where you build the lists your salespeople pick from. When a rep selects a utility, a loan provider, or a ground mount installation type in the editor, they are choosing from what you set up here.
Build these before you create variables and rules, since your libraries are what the rest of the tool draws on.
🚧 **Admin only** 🚧
Defaults and Assumptions is part of global settings, which requires the **Manage proposals** permission.
For more information on Proposal Tool Permissions: Who Can Do What, please see this support article: [link placeholder].
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❗ **IMPORTANT**
Every library on this page is a preset setting. Nothing you add or change here is saved until you click **Update Preset**, or choose to discard the change or save it as a new preset. Because building libraries takes a while, save as you finish each one rather than at the end.
For more information on Presets: How Settings Are Grouped and Saved, please see this support article: [link placeholder].
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##### Utility Library
Add each utility your team sells against. These values drive the savings calculations on the proposal, so they matter more than any other library here.
* **Name:** The utility name your rep selects and your customer sees.
* **Rate:** The cost per kWh.
* **Inflation percent:** The annual utility rate increase used in the long-term savings projection.
* **Production ratio:** The production ratio applied for this utility.
* **Basic service fee:** The fixed monthly amount the customer pays regardless of usage.
[Image: Screenshot of the utility library with the add utility form open showing all five fields]
##### Tiered kWh Rates
Once a utility is added, you can give it **tiered rates**. A single utility can carry multiple kWh tiers, each with its own cost, for utilities that price usage in bands rather than at one flat rate.
[Image: Screenshot of a saved utility with multiple kWh rate tiers configured]
📘 **Pro Tip:**
Your rep can also enter utility details manually on an individual proposal instead of picking from this library. Adding your common utilities here saves them the typing and keeps your rates consistent across the team.
For more information on Review Customer, Address, and Utility Information, please see this support article: [link placeholder].
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##### Loan Provider Library
Add each solar loan provider your team offers. These feed the financing section in the editor and determine the monthly payment shown on the proposal.
* **Name:** The provider name.
* **Interest rate:** The interest rate on the loan.
* **Term rate:** The term rate for the loan.
* **Administration fee:** The provider's administration fee.
[Image: Screenshot of the loan provider library with a provider entry open]
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##### Lease and PPA Provider Library
Add each lease and PPA provider. These work the same way as loan providers, with the fields a lease or PPA needs.
* **Name:** The provider name.
* **Financing type:** Whether the entry is a lease or a PPA.
* **Initial rate:** The starting rate amount.
* **Escalator:** The annual escalator amount.
* **Term in years:** The length of the agreement.
* **Degradation percent:** The annual system degradation percentage applied.
[Image: Screenshot of the lease and PPA provider library with a provider entry open]
For more information on Select a Financing Option: Cash, Loan, Lease, or PPA, please see this support article: [link placeholder].
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##### Ground Mount Presets
Ground mount presets are the defaults that apply when a salesperson selects **ground mount** as the installation type in the editor. Selecting ground mount brings in these defaults, along with the variables your rep then fills in to estimate the cost of the system.
**Suggested setup.** Rather than one generic ground mount preset, set up the ones that match how you actually sell:
* **AC trench, residential**
* **DC trench, residential**
* **AC or DC commercial**, depending on what the preset you are working in prices for
[Image: Screenshot of the ground mount presets section with the suggested preset entries configured]
For more information on Apply Incentives and Cost Adders, please see this support article: [link placeholder].
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##### Environmental Impact Calculations
These three figures convert your system's production into the environmental impact numbers that print on the proposal. They are estimates, and you can tweak them for your region or for figures your company prefers to use.
* **CO2 per kWh:** Carbon dioxide offset per kWh of production.
* **Trees per kWh:** Tree equivalent per kWh of production.
* **Car miles per kWh:** Car miles avoided per kWh of production.
All three are driven by system production, so they scale with the design.
[Image: Screenshot of the environmental impact calculations settings with the three fields]
📘 **Pro Tip:**
These figures appear on the customer-facing Technical Analysis and Technical Details pages. If your marketing team already publishes environmental equivalency numbers, match them here so your proposal and your website agree.
For more information on What's Included in the Standard Proposal, please see this support article: [link placeholder].
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For more information on Set Up the Proposal Tool: Order of Operations, please see this support article: [link placeholder].
For more information on Presets: How Settings Are Grouped and Saved, please see this support article: [link placeholder].
For more information on Enter or Confirm Electrical Usage, please see this support article: [link placeholder].
If you have any questions or need further assistance, please reach out to our chat support or email hello@scanifly.com.
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## Draft Notes
*Not part of the published article.*
**Screenshot/GIF capture list:**
1. [Image: Screenshot of the utility library with the add utility form open showing all five fields]
2. [Image: Screenshot of a saved utility with multiple kWh rate tiers configured]
3. [Image: Screenshot of the loan provider library with a provider entry open]
4. [Image: Screenshot of the lease and PPA provider library with a provider entry open]
5. [Image: Screenshot of the ground mount presets section with the suggested preset entries configured]
6. [Image: Screenshot of the environmental impact calculations settings with the three fields]
One overview screenshot of the whole Defaults and Assumptions section, showing all five libraries in the navigation, would help readers orient before the section-by-section detail. Worth adding as capture 0 if the reviewer agrees.
**Needs clarification:**
- **Loan provider "term rate".** The walkthrough lists name, interest rate, term rate, and administration fee. "Term rate" is ambiguous: it may be the loan term in years, or a separate rate. The salesperson-facing material describes the provider's interest rate, term, and administration fee driving the monthly payment, which suggests term length. This draft repeats "term rate" without defining it rather than guessing. [NEEDS CLARIFICATION: is "term rate" the loan term in years, or a rate distinct from the interest rate?]
- **Production ratio on a utility.** Production ratio is a system performance value, and the sample export shows it on the Technical Details page as a system figure (1.590). It is not obvious why it is configured per utility. Confirm what a utility-level production ratio does and how it interacts with the design's own production ratio, because a reader will ask.
- **Ground mount variables.** The walkthrough says ground mount presets "set the variables for the user to input to estimate the cost of the system" but does not name the individual fields. This draft describes the behavior without listing fields. Get the field list before publish, since an admin cannot configure this from the description alone.
- Confirm whether the environmental impact fields ship with default values, and if so what they are. The sample export shows 13 trees, 26,488 miles, and 6.1 CO2 tons for a 13,244 kWh system, which implies defaults exist, but the values were not shown in settings.
- Confirm whether tiered utility rates and a flat rate are mutually exclusive on one utility, or whether the flat rate acts as a fallback.
- Confirm whether these libraries are per preset or shared across all presets. This draft treats them as preset settings on the basis that the walkthrough lists defaults and assumptions among what a preset controls.
**Known inconsistency, do not fix silently:**
- The environmental figures are labeled "CO2 Offset (Tons)" on the Technical Analysis page and "CO2 Tons / Year" on the Technical Details page. Same value, two labels. This article does not repeat either label, so it is unaffected, but the mismatch is worth raising with product.
**Suggested cross-references:**
- B4 (Review Customer, Address, and Utility Information) should link here for the utility library.
- B7 (Select a Financing Option) should link here for loan, lease, and PPA providers.
- B8 (Apply Incentives and Cost Adders) should link here for ground mount defaults.
- C2 (What's Included in the Standard Proposal) should link here for the environmental figures and the utility rate.
- D1 links here from step 5.