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Lease and PPA worksheet

Solar Lease and PPA Quote Checklist

Use this checklist when a solar proposal is structured as a lease or PPA. Compare payment escalation, ownership, transfer rules, buyout language, removal obligations, and service responsibility before signing.

Monthly payment and escalator

  • What is the starting monthly payment, and does it increase every year?
  • Is the escalator fixed, tied to inflation, or described in another way?
  • What is the total payment over the full contract term if the escalator applies?
  • Does the proposal compare the lease or PPA against a cash purchase baseline for the same system?

Ownership, incentives, and production

  • Who owns the system, renewable credits, monitoring account, and any incentive eligibility?
  • Is the production guarantee written in kWh, percentage, or another formula?
  • What happens if actual production is below the proposal estimate?
  • Are tax-credit or incentive references written as provider benefits, homeowner assumptions, or marketing examples?

Transfer, buyout, and removal

  • What happens if you sell the home before the contract ends?
  • Can the buyer assume the agreement, and what approval process is required?
  • What are the buyout rules, timing windows, and pricing formula?
  • Who pays for panel removal and reinstallation if the roof needs work?

Service and end-of-term questions

  • Who handles monitoring, inverter replacement, roof leak claims, and workmanship issues?
  • What happens if the provider, installer, or service company changes ownership?
  • What are the options at the end of the contract: renewal, purchase, removal, or transfer?
  • Can you get the contract language in writing before treating monthly savings as reliable?

Pair the checklist with scenario math

Run the lease-vs-buy calculator beside this checklist. Monthly payment can look simple, but contract transfer, buyout, service, and removal terms decide much of the long-run risk.