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Solar Maintenance (O&M) and Asset Management Best Practices

December 4 - 5, 2025 Online :: Central Time

Now that solar installations have long past merged into the generation mainstream, maintenance, operations (O&M) and asset management best practices are front and center. A comprehensive solar maintenance and asset management program combines preventive, corrective and predictive best practices to minimize system down-time, maximize up-time, and optimize performance.  

Over the span of a decade, the technology has matured so rapidly that a solid body of best practices is now fully informed from the lessons learned. This course offers a comprehensive and in-depth treatment of solar maintenance (O&M), asset operational processes and management practices that solar owners, operators, EPCs, utilities and other asset stakeholders will find essential. It will:

  • Emphasize the importance of actively planning for O&M in the design and build of solar systems
  • Address the scope, scale and responsibilities associated with utility-scale solar projects
  • Delve into key system components and how their selection influences solar maintenance
  • Detail operational controls management, forecasting, performance engineering and analyses, training and risk assurance metrics
  • Spell out maintenance measures and best practices by function
  • Offer guidance on key contract terms

Learning Outcomes

Attendees will cover materials and engage in discussions that will allow them to:

  • Examine how pre-construction decisions drive lifetime ownership O&M cost as an owner or stakeholder in PV or PV+Storage facilities
  • Define the solar maintenance (O&M) roles and functions with regard to various types of owners and stakeholders 
  • Review the scope, scale and responsibilities of O&M for utility-scale solar installations, including those with associated storage
  • Discuss operations best practices associated with…
    • Preventative Maintenance
    • Corrective Maintenance
    • Monitoring
    • Forecasting
    • Performance engineering and analysis
    • Compliance and training

Register

Please Note: This event is being conducted entirely online. All attendees will connect and attend from their computer, one connection per purchase. For details please see our FAQ

If you are unable to attend at the scheduled date and time, we make recordings available to all attendees for 7 days after the event

REGISTER NOW FOR THIS EVENT:

This event has passed and cannot be registered for. If you would like to see if this event will be offered again please reach out to [email protected]

Your registration may be transferred to a member of your organization up to 24 hours in advance of the event. Cancellations must be received on or before October 31, 2025 in order to be refunded and will be subject to a US $195.00 processing fee per registrant. No refunds will be made after this date. Cancellations received after this date will create a credit of the tuition (less processing fee) good toward any other EUCI event. This credit will be good for six months from the cancellation date. In the event of non-attendance, all registration fees will be forfeited. In case of conference cancellation, EUCIs liability is limited to refund of the event registration fee only. For more information regarding administrative policies, such as complaints and refunds, please contact our offices at 303-770-8800

Day one

Thursday, December 4, 2025

Day two

Friday, December 5, 2025

Agenda

Thursday, December 4, 2025
Central Time

Online

Log In

8:45 AM

Lunch Break

12:15 - 1:00 PM

Adjourn for the day

4:45 PM

8:45 AM - 9:00 AM

Log In

9:00 - 9:15 AM

Overview & Introductions

9:15 - 10:30 AM

Laying the Long-Term Solar Maintenance and Asset Management (O&M) Foundation

  • Thinking strategically about O&M early in the project planning life cycle
  • Asset owner engineering and design team
  • PVSyst modeling
  • Equipment selection
  • EPC selection
  • Audit and commissioning
  • Understanding the O&M
    • Asset Management Spectrum
  • Scoping O&M
  • O&M Provider Selection
    • Asset owner self-perform (in-house)
    • Independent Service Providers
    • Turnkey EPCs
    • OEMs
  • Training and OEM certification
  • Records-keeping and reporting accountability
10:30 - 10:45 AM

Morning Break

10:45 AM - 12:15 PM

Selection of Key System Components & Their Impact on Solar Maintenance and Asset Management (O&M)

  • Modules
  • Inverters
  • Transformer(s) and switchgear
  • BOS and Cabling
  • Trackers
  • Storage
12:15 - 1:00 PM

Lunch Break

1:00 - 1:45 PM

Geography Considerations Influencing Solar Maintenance and Asset Management (O&M)

  • Effects of latitude and climate
  • Weather variations
  • Snow
  • Terrain
  • ISO/RTO coordination
1:45 - 2:45 PM

Operations – the “O” in Solar Maintenance and Asset Management (O&M)

  • Remote operations center
  • NERC general owner/operator (GO/GOP) obligations and compliance
  • Outage planning, coordination and curtailment
  • Analytics, asset diagnostics, performance and management
  • Monitoring, alarms and ticketingBenchmarking against comparable solar operations
  • Software, SCADA and compliance tracking
  • Useful life and life expectancy
  • Storage asset(s) integration and management
2:45 - 3:00 PM

Afternoon Break

3:00 - 4:45 PM

Operations – the “O” in Solar Maintenance and Asset Management (O&M) continued

4:45 PM

Day 1 Adjourns

Agenda

Friday, December 5, 2025
Central Time

Online

Log In

8:45 AM

Lunch Break

12:15 - 1:00 PM

Adjourn for the day

3:00 PM

8:45 AM - 9:00 AM

Log In

9:00 - 10:30 AM

Maintenance – the “M” in Solar Maintenance and Asset Management (O&M)

  • Preventative
    • Site Inspection
    • Inverter PM
    • BOS Thermography
    • Aerial Thermography
    • MV Maintenance
  • Corrective
  • Vegetation mgt
  • Erosion control and road management
  • Panel washing
  • Site access – internal and external
  • Wildlife control
  • Spares inventory and supply chain management
10:30 - 10:45 AM

Morning Break

10:45 AM - 12:15 PM

Linking PV Plant Design Considerations to Solar Maintenance and Asset Management (O&M)

This segment explores linkages between key decisions made during the initial design phase and their impact on life cycle operations and maintenance (O&M) costs to better inform “thinking with the end in mind.” Given the accelerating investment in solar PV by electric utilities — and their emphasis towards holistic costs over the life of the plant, as compared to maximizing return on upfront capital expenditures — this is an increasingly important aspect in optimizing solar power plant design.   Yet, sound advice is not always followed.  Therefore, the discussion will also consider the consequences on an operating basis of how to deal with plant condition and performance issues when the design and development team didn’t/doesn’t follow O&M team guidance.  And, it will examine how the O&M team can effectively communicate its preferences to the design and development team in a fashion that can may circumvent the internal minefields that sometimes be-devil inconvenient truths. 

12:15 - 1:00 PM

Lunch Break

1:00 - 3:00 PM

Key Solar Maintenance and Asset Management (O&M) Contractual Matters

  • Scope of services and responsibility
  • Tenor (duration) and terms
  • Cost model pricing scheme
    • Base coverage with T&M
    • Full wrap
  • Site staffing
  • Performance guarantees
  • Availability guarantees
  • Warranty compliance

Instructor

Ken Heissler

CEO and Co-Founder

QE Solar

Ken Heissler is CEO and Co-founder at QE Solar, a clean energy company that specializes in operations and maintenance solutions for solar and storage systems.  His diverse work experience spans various industries. Starting in 1999, Mr. Heissler worked at Lockheed Martin in roles such as Technical Director, Manager, and Senior Engineer.  There he was responsible for leading multi-million dollar research and development programs for electronic warfare systems, designing prototype chips, and managing budgets. In 2007, he joined Booz & Company as an Associate, where he led consultant teams, managed projects, and mentored junior team members. In 2010, he became the Chief Operating Officer at GameWear, where he led the migration of business management software and transformed the production model.  Mr. Heissler earned a Bachelor of Science degree in Electrical Engineering from Villanova University in and obtained a Master of Science degree in Telecommunications & Network Engineering from the University of Pennsylvania in 2002.  He subsequently attended Harvard Business School from 2006 to 2008, completing a Master of Business Administration (MBA) degree.

Continuing Education Credits

IACET

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EUCI is accredited by the International Accreditors for Continuing Education and Training (IACET) and offers IACET CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard. IACET is recognized internationally as a standard development organization and accrediting body that promotes quality of continuing education and training.

EUCI is authorized by IACET to offer 1.1 CEUs for this event

Verify our IACET accreditation

 

Who recognizes IACET Credits?

 

Requirements for Successful Completion of Program

Participants must log in each day and be in attendance for the entirety of the course to be eligible for continuing education credit.

 

Instructional Methods

This program will use PowerPoint presentations, case studies and group discussions.

CPE

Upon successful completion of this event, program participants interested in receiving CPE credits will receive a certificate of completion.

Course CPE Credits: 13.5
There is no prerequisite for this Course.
Program field of study: Specialized Knowledge
Program Level: Basic
Delivery Method: Group Internet Based
Advanced Preparation: None

CpeEUCI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

CLE

Only registered attendees can request CLE credits for an EUCI course/event. Please email [email protected] prior to the course start date and list the state where you are licensed and your bar# as well as the name and date of your course/event in your request, and someone will be in contact.

Who Should Attend

  • Solar asset owners, utilities, developers, IPPs, EPCs and financial parties
  • Solar development and renewal energy project managers, estimators, and contract managers 
  • Supply chain and cost accounting professionals for utilities, corporate off-takers and other energy contracting organizations
  • Generation project developers and engineers who need an understanding of solar plant maintenance, costs and asset management
  • Investors and financial advisors
  • Regulatory agency staff
  • Consultants and engineering firms that work within the solar development sector