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Procurement and incentives

What a site assessment should measure before anyone quotes

It should leave with numbers, not impressions: the service size and the real spare capacity from a recorded load study rather than a glance at the panel schedule, the transformer's location and whatever the utility will say about its available capacity, the conduit route measured in feet with every surface type it crosses, the accessible route and its slopes, the mounting surfaces and their condition, and the exact locations of the meter, the main disconnect and every panel the work touches. An assessment that produces adjectives instead of measurements is how a project acquires change orders, because every unmeasured thing becomes an assumption, and each bidder assumes differently.

Updated 2026-08-20

What a site assessment should measure before anyone quotes

The point of the visit

To convert unknowns into numbers, so that every bidder prices the same job and the number you accept is the number you pay.

What has to be recorded, with units

If an item on this list comes back as a word rather than a number, it has not been assessed.

The measurement checklist
WhatUnitWhy it decides priceWho can produce it
Service sizeAmps, with voltage and phaseSets the ceiling on everythingThe electrician, from the service equipment nameplate
Existing maximum demandkW, recorded over timeThe only defensible basis for spare capacityA recording meter, or 12 months of utility interval data
Spare capacitykW after the code calculationDecides port count and whether a service upgrade is in scopeThe electrician, from the load study
Transformer location and capacityFeet from the site, kVADecides whether the utility has to do work at allThe utility. Nobody else can answer the capacity half
Panel locations and spare breaker spacesCount and positionDecides where circuits originate and how far they runThe electrician
Meter locationPosition on the site planIt is the demarcation between utility and customer scopeThe electrician
Conduit route lengthLinear feet, per routeConductor and labour scale with itMeasured on site, not scaled off a drawing
Surfaces crossedLinear feet of each: turf, asphalt, concrete, structural slabRestoration cost differs by an order of magnitude between themMeasured on site
Trench depth requiredInches, per local requirement and frost depthSets excavation cost and equipmentThe electrician, against the AHJ's requirement
Accessible route and slopesInches of clear width, running and cross slope as a ratioFixes where the pedestal can legally goThe design professional
Mounting surface and conditionWall, bollard, pedestal footing; substrateDecides mounting hardware and foundation workThe electrician
Stall count and striping planCount and dimensionsSets port layout and whether re-striping is in scopeSite plan plus a walk
Existing buried utilitiesLocated and markedUnlocated services are the classic change orderA private locate, in addition to the public one-call
Lighting and camera coveragePresence and aim at the pedestal locationAffects security scope and sometimes the sitingWalk it at night
Provenance: Structural checklist assembled from the scope items that drive commercial charging cost. Trench depth, accessibility scoping and adopted code edition are jurisdiction-specific and must be confirmed with the authority having jurisdiction rather than taken from any national list.

The load study is the item most often skipped

A panel schedule is not a load study, and a spare breaker space is not spare capacity. What you need is recorded demand data, not a list of what is connected.

What spare capacity converts into

Once the study returns a kW figure, port count follows from arithmetic — and the arithmetic changes completely depending on whether the ports are managed.

Spare capacity converted to ports and to energy over a 10-hour window
Spare capacityUnmanaged 40 A ports at 7.7 kWEnergy available over 10 hoursVehicles served at 25 kWh each
20 kW2200 kWh8
40 kW5400 kWh16
60 kW7600 kWh24
100 kW121,000 kWh40
150 kW191,500 kWh60
Provenance: Arithmetic with stated assumptions, not measurement. 7.7 kW is a 40-amp circuit at 240 volts drawing 32 amps continuous; on a 208-volt commercial service the same circuit delivers about 6.7 kW and the port counts fall accordingly. The energy column assumes the full spare capacity is available for the whole window, and the vehicle column assumes 25 kWh per vehicle. Charging losses of roughly five to ten percent are ignored. Substitute your own dwell window and your own energy per vehicle.

The conduit route is measured, not estimated

Walk it with a wheel and write down the feet, then write down what each stretch of those feet crosses.

Documents to have ready before anyone arrives

Having these in a folder is the single cheapest way to tighten every bid you will receive.

What the assessor should leave you with

A deliverable, not a verbal impression and not a proposal. Ask for it in writing before the visit is scheduled.

The unknowns that survive the visit

Some things cannot be measured from your side of the meter, and the correct treatment is an allowance with a stated basis rather than a confident number.

What happens during an EV charging site assessment?

An electrician walks the service equipment, the panels, the meter and the intended stall locations, records the service size and voltage, arranges or reviews recorded demand data to establish spare capacity, measures the conduit route in feet and notes each surface it crosses, checks the accessible route and mounting surfaces, and photographs everything. The output should be a marked-up site plan and a set of numbers, not a proposal and an impression.

How long does a site assessment take?

The visit itself is usually a matter of hours for a straightforward commercial property. The load study is the part with a duration attached, because establishing existing maximum demand means either obtaining twelve months of utility interval data or recording demand on the service for at least thirty days. Start that first — it runs in the background while everything else happens.

Should a site assessment be free?

A sales walk-through is often free and is worth roughly what it costs. A proper assessment includes a recorded load study, measured routes and a documented deliverable, which is engineering time. Paying for it independently, then issuing the result to every bidder, usually costs less than the change orders that follow a free walk-through — and it removes the incentive to find that you need an upgrade.

Do I need a load calculation or a load study?

For an existing commercial building, you want the study based on measured demand. The National Electrical Code's method for existing loads permits the calculated load to be based on actual recorded maximum demand — the twelve-month peak where available, otherwise demand recorded over at least thirty days — multiplied by 125 percent. A connected-load calculation from the panel schedule usually overstates demand and pushes you toward an upgrade you may not need.

Can the utility tell us how many chargers we can add?

They can tell you about their side: what the transformer serving you can carry, what a service upgrade would involve and how long their queue is right now. They cannot tell you what your own service has spare, which is the load study's job. Both halves are needed, they come from different parties, and starting the utility conversation early is the single best thing you can do for the schedule.

What should we do before the assessor arrives?

Pull twelve months of utility bills and your rate schedule, find the single-line diagram and panel schedules, find any as-builts, get a site plan with the striping, and write down your expected port count both now and in five years. That last one changes the design more than anything else on the list, because conduit sized for the eventual count is trenched once.


A range before the walk-through is worth having

It tells you whether the project is in the shape you assumed, and it gives you something to read the first bid against. Tell us the port count, the service size and the distance from the panel, and the estimate returns a modelled range with the civil work separated out.