Solar Storage EV Economics Chart Worksheet

Use this worksheet after the calculator result to record solar-only, solar plus storage, and solar plus storage plus EV charging scenarios with user-entered tariff assumptions, export credit, demand-charge reduction, user-entered EV charging margin, user-entered storage dispatch, O&M, replacement, incentive, and payback notes.

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Quick reference table

A solar storage EV economics worksheet is a calculator-led scenario record. It compares planning cases only after the user documents tariff assumptions, export credit, user-entered storage dispatch, demand-charge reduction, user-entered EV charging margin, incentive amount, O&M, replacement, and review owner.

Solar storage EV scenario worksheet

Solar storage EV scenario worksheet
Scenario	Record on worksheet	Review before using result
Solar only	PV kWh, self-consumption, export credit, O&M, incentive amount	Confirm production model, utility tariff, and export rules
Solar plus storage	Shifted kWh, round-trip efficiency, storage dispatch, demand-charge reduction	Review measured load, control strategy, warranty, and rate class
Solar plus storage plus EV	EV charging kWh, EV charging margin, charger utilization, added O&M	Confirm site business model, payment cost, and charging schedule
Scenario comparison	Net project cost, first-year net benefit, simple payback, replacement notes	Use sensitivity cases before finance or owner review

User-entered economics assumptions

User-entered economics assumptions
Assumption field	Worksheet record	Boundary
Tariff assumptions	Rate class, retail or avoided rate, TOU spread, date retrieved	The worksheet does not choose a utility tariff automatically
Demand charge	Demand charge, demand window, user-entered kW reduction	Storage does not automatically reduce demand charges without load and dispatch evidence
Incentive amount	Entered incentive, eligibility note, placed-in-service date	No tax credit or program value is assumed by default
Storage and EV margin	Battery dispatch, replacement cost, EV charging margin, charger utilization	No battery size, EV count, or revenue model is optimized by the worksheet

Formula basis

First-year net benefit = self-consumed solar value + export value + storage-shift value + user-entered demand-charge reduction + EV charging net margin - annual O&M. Simple payback = user-entered net project cost / first-year net benefit.

Self-consumed solar value uses user-entered self-consumed kWh and retail or blended avoided rate.
Export value uses exported kWh and the user-entered export credit.
Storage-shift value uses user-entered shifted kWh, round-trip efficiency, and tariff spread or avoided rate.
Demand-charge value uses user-entered demand-charge reduction and should be tied to the actual demand window and rate class.
EV charging value uses user-entered charging kWh and EV charging margin or service-fee assumption.
Net project cost is the user-entered project cost after any separately documented incentive amount.

Worked examples

Commercial solar plus storage scenarioRecord annual PV kWh, self-consumption, export credit, shifted kWh, round-trip efficiency, user-entered demand-charge reduction, O&M, storage replacement, and simple payback before finance review.

Solar plus EV charging site comparisonDocument solar-only, storage, and EV charging scenarios with charging kWh, EV charging margin, charger utilization, tariff assumptions, incentive amount, and conservative sensitivity notes.

Assumptions. Balanced load and line-to-line voltage assumptions behind this chart.

The worksheet is a planning estimate and does not provide tax, legal, investment, tariff, interconnection, or utility-rate advice.
No tax credit, utility tariff, demand-charge reduction, incentive, battery size, or EV count is assumed by default.
Storage value depends on measured load, tariff structure, demand window, dispatch controls, round-trip efficiency, cycling limits, and warranty terms.
EV charging economics depend on site utilization, service-fee model, payment costs, customer behavior, utility rate class, equipment cost, and permitting.

Code and standard notes. Planning limits that should be checked before final equipment selection.

Use this chart as a scenario comparison worksheet; verify actual utility tariff, rate class, effective date, export credit, demand-charge window, measured load profile, battery dispatch method, equipment warranty, EV charging business model, incentive eligibility, placed-in-service dates, tax professional input where needed, and finance review before approval.

How to use this chart

1Start with solar economicsRecord annual PV kWh, self-consumption, export credit, O&M, project cost, user-entered incentive amount, and first-year solar value.

2Add storage as an assumption layerDocument shifted kWh, round-trip efficiency, storage dispatch, replacement cost, and user-entered demand-charge reduction before comparing storage value.

3Add EV charging separatelyRecord EV charging kWh, EV charging margin, charger utilization, added O&M, and site business-model notes as a separate scenario.

Worksheet checklist. Record source basis, review gaps, and assumptions before using the chart result.

Capture tariff and project inputsWrite rate class, tariff date retrieved, retail rate, export credit, TOU spread, demand-charge basis, project cost, incentive amount, and O&M.
Capture scenario outputsCompare solar-only, solar plus storage, and solar plus storage plus EV charging first-year net benefit and simple payback.
Capture review boundariesList utility tariff review, incentive verification, measured-load follow-up, dispatch controls, warranty, tax review, and finance approval items.

Common mistakes to avoid. Review these before turning chart current into an equipment decision.

Treating storage as guaranteed demand-charge savings without a measured load profile and demand-window review.
Using a default tax credit, tariff, incentive, battery size, or EV count instead of a user-entered assumption.
Presenting one scenario as an optimized financial model instead of documenting conservative, expected, and sensitivity cases.

Frequently asked questions

These answers explain how to use the chart without turning a quick reference into a final design decision.

Does this worksheet recommend battery size or EV count?

No. It records user-entered scenarios. Battery size, dispatch controls, charger count, and EV utilization need project-specific design, tariff, equipment, and business review.

Can the worksheet include demand-charge savings?

Yes, but only as a user-entered demand-charge reduction tied to the actual demand window, rate class, measured load profile, and storage control strategy.