About this course

Commercial and industrial (C&I) facilities represent a huge untapped market for the solar industry. This includes schools, hospitals, shopping malls, factories, warehouses and many other types of commercial buildings. Rooftop solar (also called behind-the-meter solar) can reduce a facility owner’s power bill by 50 to 75%. So why doesn’t everyone have a solar power plant on their roof? Hopefully someday soon everyone will! 

In this course, we will explore C&I solar from the perspective of the facility owner, the solar professional (installer, EPC, developer), and the AHJ (authority having jurisdiction). 

We answer some of the key design and economic questions:
  • What types of facilities are best suited to rooftop solar? 
  • What are the costs and benefits of going solar? 
  • Roof vs. ground mount considerations? 
  • How do available space, roof condition, the cost of power, and net metering rules factor in?
  • How do you properly size a solar PV system to offset 100% of the building load
  • What are some equipment options in terms of modules, racking and inverters? 
  • What are the challenges and opportunities in key markets across the US? 
  • What role do incentives and legislation play? 
  • What are the fire safety and worker safety considerations? 

We conclude with some case studies, including manufacturing and logistics, schools, healthcare and retail industries. Join us for this comprehensive course to effectively sell and install solar for C&I clients! 

Course outline

12 modules
6 - 8 hours to complete
5:25 hours of video lectures
Welcome • 2 assignments
Orientation Materials

This course is self-paced, so you don’t need to be logged in at any specific time. You can get started immediately after you enroll and the course materials will remain in your account with minimum guaranteed access for 12 months (1 year) after enrollment.

  • Set up email notifications and your student profile
  • Introduce yourself on the discussion board
Module 1 • 2 assignments
Considerations for the Facility Owner and Operator

  • Considerations for the facility owner and operator (20:00 minutes) Preview
  • PDF Module 1 Slides - Considerations for the Facility Owner (.pdf)
Module 2 • 2 assignments
Site Assessment

In this section, we discuss what makes a building good for solar?

  • Site Assessment - what makes a building good or bad for solar? (42:12 minutes)
  • PDF Slides - Site Assessment – what makes a building good (or bad) for solar? (.pdf)
Module 3 • 2 assignments
The Site Visit

  • The Site Visit - a deep dive into the facility, infrastructure, roof space/access/condition, roof vs ground etc. (25:53 minutes)
  • PDF Slides - The Site Visit - Module 3 (.pdf)
Module 4 • 3 assignments
Initial Design & Permitting

  • Initial Design (sizing, layout) and Permitting - the 'meat' of a solar project (35:05 minutes)
  • Site assessment, initial design and sizing
  • PDF Slides - Design, Sizing and Permitting (Module 4) (.pdf)
Module 5 • 2 assignments
Interconnection to the Grid (Behind-the-Meter)

  • Interconnection to the Grid (16:34 minutes)
  • Interconnection to the Grid (.pdf)
Module 6 • 2 assignments
Financial Modeling

  • Financial Modeling (38:54 minutes)
  • PDF Slides - Financial Modeling (.pdf)
Module 7 • 2 assignments
Presenting the Opportunity to Decision Makers

  • Presenting the Opportunity to Decision Makers (37:01 minutes)
  • Presenting the Opportunity to Decision Makers (.pdf)
Module 8 • 2 assignments
Answering Common Questions from Decision Makers

  • Answering Common Questions from Decision Makers (42:50 minutes)
  • PDF Slides - Answering Common Questions from Decision Makers (.pdf)
Module 9 • 2 assignments
Case Studies

  • Case Studies - (41:45 minutes)
  • PDF Slides - Case Studies - sales in real life (.pdf)
Module 10 • 2 assignments
Other Considerations

  • Other Considerations (25:18 minutes)
  • PDF Slides - Other Considerations - Module 10 (.pdf)
Conclusion • 3 assignments
Feedback and Additional Resources

This is our last module but you still have access to the all of course materials for 12 months (1 year), so keep working and you'll be able to complete the course at your own pace. After your year of access expires you can optionally extend access with a HeatSpring Membership. Enjoy the course and keep in touch!

  • 1 Year of Access to Course Materials
  • Feedback: 2-minute Exit Survey
  • Certificate of Completion: Request a Certificate

Continuing Education Units

Approved for the following CEUs

  • NABCEP Advanced Credit Hours
  • NABCEP RE Elective

Approved NABCEP CEU Hours

NABCEP Credential Advanced Hours for Exam Recertification CEU Hours NEC JTA RE Elective Building or Fire Code
0 5.5 0 0 5.5 0
0 5.5 0 0 5.5 0
0 5.5 0 0 5.5 0
5.5 5.5 0 5.5 5.5 0
0 5.5 0 0 5.5 0

NABCEP Registered Provider

This course counts towards the training requirements for taking NABCEP professional certification exams and CEUs for renewing all certifications.

Instructor

Tim Montague

President, Clean Power Consulting Group

Tim Montague, M.S. is a solar project developer and consultant working on C&I and community solar and storage across the US. He is the president of the Clean Power Consulting Group which is a mission driven solar company helping to speed the energy transition. He holds the NABCEP PV Technical Sales certification and has originated and developed over 50 MW of solar...

Frequently asked questions

Full FAQ
How does this course work?
You can begin this online course instantly upon enrollment. This 10 module course is delivered entirely online. This course is self-paced and you can set your own schedule to complete the materials. You can begin the lecture videos and other course materials as soon as you enroll. During your year of access the instructor will be in the course answering questions on the discussion board every Monday. After successfully completing the course, you will be able to generate a certificate of completion.
How long do I have access to the materials?
Students get unlimited access to the course materials as soon as they enroll and for one year (365 days) after enrollment. Rewatch videos and review assignments as many times as you want. View updates the instructor makes to the course as the industry advances. Return to your course anytime with online access from anywhere in the world. After the one year of access expires, access can be extended by joining as a HeatSpring member. A single membership extends access to course materials for all past enrollments.
Is there a certificate of completion?
Yes, when you complete this course you are eligible for a certificate of completion from HeatSpring. You can download your certificate as soon as you have completed all of the course requirements. Students can easily share their verified certificates on their LinkedIn profiles using our LinkedIn integration.
Can I register multiple people?
Yes please visit our HeatSpring for Teams page to get a group discount.

Reviews

4.7
Based on 35 reviews
113
students have taken this course
12/15/2024

Absolutely loved this course. I felt very motivated to get out there and be a local champion for solar! Thank you so much Tim!

Bradley Dosch
08/28/2024

This is an excellent course for people starting to gain experience in solar sales. It shows all aspects in a cool headed, not hyper, way, from listening to what the customer is trying to achieve to knowing what to look at when you go to a site. It is about trust and confidence in your company and the instructor does an excellent job conveying this.

Mary Jo Cronin
Owner, Revolution Solar
01/02/2024

I have been in the residential and commercial solar market for 14 years and have gained most of my knowledge by "baptism by fire". Although there were a lot of topics that were more review for myself, I learned many knowledgeable terms and strategies, as well as, additional info on storage being feasible which was something I am lacking in my education. I have trained many consultants over the years and this program would have saved me a lot of that time as it covers everything you need to know and is more comprehensive than the teachings I have given! Thanks for the lesson, Tim!

Cody Cooper

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