{"id":107445,"date":"2024-09-26T11:01:01","date_gmt":"2024-09-26T15:01:01","guid":{"rendered":"https:\/\/\/?p=107445"},"modified":"2024-09-26T11:01:01","modified_gmt":"2024-09-26T15:01:01","slug":"what-makes-a-good-or-bad-plan-set","status":"publish","type":"post","link":"https:\/\/\/2024\/09\/what-makes-a-good-or-bad-plan-set\/","title":{"rendered":"What Makes a Good (or Bad) Plan Set?"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-107479\" src=\"\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-featured-image-september2024-article3.jpg\" alt=\"\" width=\"770\" height=\"500\" srcset=\"https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-featured-image-september2024-article3.jpg 770w, https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-featured-image-september2024-article3-500x325.jpg 500w, https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-featured-image-september2024-article3-368x238.jpg 368w\" sizes=\"auto, (max-width: 770px) 100vw, 770px\" \/><\/p>\n<p><strong>Takeaway:<\/strong> Plan sets require comprehensive on-site data, including measurements of every roof plane, internal surveying analysis, and details regarding any niche AHJ or utility rules. Designing plan sets in-house can be valuable, especially for ultra-complex projects and when local regulation knowledge is key. Outsourcing plan set creation to a trusted third party means quick (&lt; 48-hour) turnaround times and more opportunity to flex up and down as your team needs change.<\/p>\n<hr \/>\n<p>A \u201cgood,\u201d comprehensive plan set enables a design process that yields no revisions, permitting delays, or install-day call-offs. These are all essential as the solar <a href=\"https:\/\/www.seia.org\/solar-industry-research-data\" rel=\"noopener\" target=\"_blank\">industry grows<\/a>, yet 66% of Designers have to deal with revisions on a regular basis. Quality-focused Contractors consistently balance speed with quality, attempting to maximize their team\u2019s resources.<\/p>\n<p>Bad plan sets, on the other hand, are rife with small omissions and errors that contradict AHJs, contrast with utility regulations, and make things difficult for Procurement and Installers. These often lead to many of the revisions Designers face.<\/p>\n<p>Here are the characteristics of each\u2014and how to avoid the costly problems caused by a bad plan set.<\/p>\n<h3>What makes a good plan set?<\/h3>\n<p>A good plan set is one that Engineers can easily compile and stamp so Procurement can order what they need and Installers know exactly what\u2019s going to fit on install day.<\/p>\n<p>That requires a few elements:<\/p>\n<table style=\"width: 100%;\">\n<tr>\n<th colspan=\"2\">Property overview:<\/th>\n<\/tr>\n<tr>\n<td style=\"padding: 5px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-107480\" src=\"\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image1-september2024-article3.png\" alt=\"\" width=\"100\" height=\"100\" srcset=\"https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image1-september2024-article3.png 250w, https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image1-september2024-article3-150x150.png 150w, https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image1-september2024-article3-238x238.png 238w\" sizes=\"auto, (max-width: 100px) 100vw, 100px\" \/><\/td>\n<td style=\"padding: 5px;\">\n<ul>\n<li>General map of the site for contextual and permitting purposes<\/li>\n<li>Correct address (and any navigation information for rural or hard-to-find properties)<\/li>\n<li>An <a href=\"https:\/\/scanifly.com\/blog\/what-is-an-orthomosaic-map\" rel=\"noopener\" target=\"_blank\">orthomosaic map<\/a> to ensure accurate visual planning for the array<\/li>\n<li>Drawing property lines, including driveways, boundaries, and other details and callouts<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/table>\n<table style=\"width: 100%;\">\n<tr>\n<th colspan=\"2\">Electrical information:<\/th>\n<\/tr>\n<tr>\n<td style=\"padding: 5px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-107482\" src=\"\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image2-september2024-article3.png\" alt=\"\" width=\"100\" height=\"100\" srcset=\"https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image2-september2024-article3.png 250w, https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image2-september2024-article3-150x150.png 150w, https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image2-september2024-article3-238x238.png 238w\" sizes=\"auto, (max-width: 100px) 100vw, 100px\" \/><\/td>\n<td style=\"padding: 5px;\">\n<ul>\n<li>A one-line plan that shows the electrical wiring flow<\/li>\n<li>Electrical plans so your team can see how the system plugs into the main service panel (MSP)<\/li>\n<li>Indications of any electrical upgrades<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/table>\n<table style=\"width: 100%;\">\n<tr>\n<th colspan=\"2\">Array plan:<\/th>\n<\/tr>\n<tr>\n<td style=\"padding: 5px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-107483\" src=\"\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image3-september2024-article3.png\" alt=\"\" width=\"100\" height=\"100\" srcset=\"https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image3-september2024-article3.png 250w, https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image3-september2024-article3-150x150.png 150w, https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image3-september2024-article3-238x238.png 238w\" sizes=\"auto, (max-width: 100px) 100vw, 100px\" \/><\/td>\n<td style=\"padding: 5px;\">\n<ul>\n<li>Roof plans that outline panel placement<\/li>\n<li>Mounting info so your Installation team can safely attach racks and panels<\/li>\n<li><a href=\"https:\/\/scanifly.com\/blog\/do-pv-designs-really-need-square-corners-see-what-experts-say\" rel=\"noopener\" target=\"_blank\">Square corners<\/a> to avoid visual slanting and installation day issues<\/li>\n<li>Bill of materials so your team can order the correct supplies<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/table>\n<table style=\"width: 100%;\">\n<tr>\n<th colspan=\"2\">Stamps and placards:<\/th>\n<\/tr>\n<tr>\n<td style=\"padding: 5px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-107484\" src=\"\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image4-september2024-article3.png\" alt=\"\" width=\"100\" height=\"100\" srcset=\"https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image4-september2024-article3.png 250w, https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image4-september2024-article3-150x150.png 150w, https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image4-september2024-article3-238x238.png 238w\" sizes=\"auto, (max-width: 100px) 100vw, 100px\" \/><\/td>\n<td style=\"padding: 5px;\">\n<ul>\n<li>Spec sheets of hardware being used for permitting and installation planning<\/li>\n<li>Placard showing engineering sign-off<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/table>\n<table style=\"width: 100%;\">\n<tr>\n<th colspan=\"2\">Additional needs:<\/th>\n<\/tr>\n<tr>\n<td style=\"padding: 5px;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-107485\" src=\"\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image5-september2024-article3.png\" alt=\"\" width=\"100\" height=\"100\" srcset=\"https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image5-september2024-article3.png 250w, https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image5-september2024-article3-150x150.png 150w, https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image5-september2024-article3-238x238.png 238w\" sizes=\"auto, (max-width: 100px) 100vw, 100px\" \/><\/td>\n<td style=\"padding: 5px;\">\n<ul>\n<li>Clearly addressing any unique or niche AHJ rules (e.g. template labels or specific approaches to calculations, such as voltage drop)<\/li>\n<li>Calling out specific utility requirements (e.g. fire zone setbacks)<\/li>\n<\/ul>\n<\/td>\n<\/tr>\n<\/table>\n<p>And, of course, do a quick grammar and spell-check on the plan set before submitting it. This is less about catching small typos and more about ensuring all technical components are labeled correctly <em>and<\/em> details are easy to understand for Procurement, Installers, AHJs, and utilities.<\/p>\n<p>All of this information is best collected by (1) a <a href=\"https:\/\/scanifly.com\/blog\/4-ways-to-make-a-solar-designers-life-easier-and-get-higher-quality-designs\" rel=\"noopener\" target=\"_blank\">drone to capture the external \/ roof data<\/a>, and a mobile app for <a href=\"https:\/\/scanifly.com\/internal-surveying-handbook\" rel=\"noopener\" target=\"_blank\">internal information<\/a>, specifically digitizing electrical and structural data.<\/p>\n<h3>Where plan sets can go wrong<\/h3>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-107486\" src=\"\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image6-september2024-article3.jpg\" alt=\"\" width=\"500\" height=\"667\" srcset=\"https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image6-september2024-article3.jpg 500w, https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image6-september2024-article3-375x500.jpg 375w, https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image6-september2024-article3-178x238.jpg 178w\" sizes=\"auto, (max-width: 500px) 100vw, 500px\" \/><\/p>\n<p>Here\u2019s how a bad plan set happens:<\/p>\n<p><strong>Limited upfront information<\/strong>: As the saying goes, \u201cgarbage in means garbage out.\u201d Designers need accurate, comprehensive on-site information, and 86% say that incorrect data from manual survey methods is the <a href=\"https:\/\/scanifly.com\/2022-solar-surveyor-and-designer-outlook#download\" rel=\"noopener\" target=\"_blank\">leading cause of errors, revisions, and delays<\/a>. Roof climbs, tape measures and paper and pencil just don\u2019t scale in an operationally efficient way.<\/p>\n<p><strong>Not factoring AHJ requirements into plan set templates<\/strong>: Sometimes requirements will change <em>how you present<\/em> information, so make sure you create new templates for each AHJ you work with.<\/p>\n<p><strong>Unclear language<\/strong>: If something is mislabelled or isn\u2019t presented in the specific way that an AHJ or utility needs, it\u2019s more likely that you\u2019ll get a kickback or revision request.<\/p>\n<p><strong>Not updating plan set templates<\/strong>: Mistakes or omissions can happen, but it becomes a real problem if you don\u2019t update templates to avoid making the same mistake twice. When you update templates, make sure you\u2019re not inadvertently causing other problems by changing a separate piece of the plan set.<\/p>\n<h3>How plan sets get made<\/h3>\n<p>Plan sets can be produced in-house or through a <a href=\"https:\/\/scanifly.com\/blog\/get-a-full-solar-plan-set-in-4-steps-without-doing-any-work\" rel=\"noopener\" target=\"_blank\">third-party partner<\/a>.<\/p>\n<p>Working in-house provides the opportunity to be incredibly detailed or handle niche and complex projects. However, in-house design teams can be expensive to maintain, may limit the types of projects you can take on, and just take longer.<\/p>\n<p>On the other hand, <a href=\"https:\/\/scanifly.com\/better-plan-sets\" rel=\"noopener\" target=\"_blank\">outsourcing<\/a> delivers quick results (less than 48 hours), but it may take some extra leg work to design templates for highly specific AHJ use cases. It can also be hard to pivot quickly or develop incredibly granular outcomes for certain projects. However, even with these potential challenges, outsourcing is often far more efficient.<\/p>\n<div id=\"attachment_107498\" style=\"width: 780px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.youtube.com\/watch?v=PYygW0uqyvA&#038;list=PLxvd904aUdMMkMFfA_OqzP0N1_D3egVqL&#038;index=3\" rel=\"noopener\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-107498\" src=\"https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image7-september2024-article3.png\" alt=\"\" width=\"770\" height=\"428\" class=\"size-full wp-image-107498\" srcset=\"https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image7-september2024-article3.png 770w, https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image7-september2024-article3-500x278.png 500w, https:\/\/\/wp-content\/uploads\/2024\/09\/scanifly-sponsored-image7-september2024-article3-368x205.png 368w\" sizes=\"auto, (max-width: 770px) 100vw, 770px\" \/><\/a><p id=\"caption-attachment-107498\" class=\"wp-caption-text\">Learn how to get the <a href=\"https:\/\/www.youtube.com\/watch?v=PYygW0uqyvA&#038;list=PLxvd904aUdMMkMFfA_OqzP0N1_D3egVqL&#038;index=3\" rel=\"noopener\" target=\"_blank\">highest quality plan sets<\/a> in under 48 hours!<\/p><\/div>\n<p>\u201cDrafting in-house took much longer,\u201d said Ethan Goddard, VP of Energy Technology at <a href=\"https:\/\/scanifly.com\/solar-energy-services-case-study\" rel=\"noopener\" target=\"_blank\">Solar Energy Services<\/a>. \u201cThe turnaround time [with Scanifly Design Services] is tremendous.\u201d<\/p>\n<h3>The importance of an experienced plan set team<\/h3>\n<p>Whether in-house or outsourced, the key to success at the start will be setting up initial templates and being keenly aware of local rules.<\/p>\n<p>For an outsourced design team make sure you over-communicate system requirements up front; include all local AHJ requirements and other details to avoid downstream issues. Then be available to address any mistakes or issues as they happen, updating templates as needed to ensure a scalable and consistent process.<\/p>\n<p>If you\u2019re curious to try out a third-party partner, work with <a href=\"https:\/\/scanifly.com\/better-plan-sets\" rel=\"noopener\" target=\"_blank\">Scanifly Design Services<\/a> on a new project or one you\u2019ve already completed, to compare results and quality.<\/p>\n<div id=\"attachment_106758\" style=\"width: 738px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/scanifly.com\/academy?utm_source=SPW%20&#038;utm_medium=content_channel&#038;utm_content=article_3&#038;utm_campaign=july_informed_installer\" rel=\"noopener\" target=\"_blank\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-106758\" src=\"\/wp-content\/uploads\/2024\/07\/scanifly-sponsored-image5-july2024-article3.jpg\" alt=\"\" width=\"728\" height=\"250\" class=\"size-full wp-image-106758\" srcset=\"https:\/\/\/wp-content\/uploads\/2024\/07\/scanifly-sponsored-image5-july2024-article3.jpg 728w, https:\/\/\/wp-content\/uploads\/2024\/07\/scanifly-sponsored-image5-july2024-article3-500x172.jpg 500w, https:\/\/\/wp-content\/uploads\/2024\/07\/scanifly-sponsored-image5-july2024-article3-368x126.jpg 368w\" sizes=\"auto, (max-width: 728px) 100vw, 728px\" \/><\/a><p id=\"caption-attachment-106758\" class=\"wp-caption-text\">Learn all the skills you need to conduct drone-based site surveys and design PV systems using Scanifly. Plus, earn up to 8 FREE NABCEP CE Credits!<\/p><\/div>\n<p><em>Sponsored Content by Scanifly<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Takeaway: Plan sets require comprehensive on-site data, including measurements of every roof plane, internal surveying analysis, and details regarding any niche AHJ or utility rules. Designing plan sets in-house can be valuable, especially for ultra-complex projects and when local regulation knowledge is key. Outsourcing plan set creation to a trusted third party means quick (&lt;&hellip;<\/p>\n","protected":false},"author":20937,"featured_media":107479,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","footnotes":""},"categories":[5583],"tags":[5582],"class_list":{"2":"type-post","9":"entry","10":"has-post-thumbnail"},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>What Makes a Good (or Bad) Plan Set?<\/title>\n<meta name=\"description\" content=\"Takeaway: Plan sets require comprehensive on-site data, including measurements of every roof plane, internal surveying analysis, and details regarding any\" 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