01Define the project outcome
State which EV, heating, suite or appliance loads must operate, their expected overlap and the owner's priorities before choosing equipment. Include acceptable charging delays or controlled-load interruptions. A capacity path should solve that documented operating need rather than target a familiar service size by default.
02Anchor to capacity evidence
Use a qualified load calculation and actual service information, including planned equipment and acceptable meter data where applicable. Avoid treating 200 amperes as a default target or assuming historical consumption alone proves the service can accept a new load.
03Describe management behavior
Record monitored loads, circuit priorities, control logic, communications, loss-of-signal behaviour, user impact and exact listed equipment compatibility. Ask how commissioning demonstrates the expected response and who can change or maintain settings after handover.
04Describe upgrade work
List panel, main equipment, service conductors, meter work, BC Hydro scope, outage, trenching or overhead access and finish restoration. Separate confirmed utility work from allowances that remain subject to design or field review.
05Stress-test future sequencing
Compare how each option supports the dated EV, heating, suite and appliance queue, including the next likely project. Record limits, incompatible combinations, expansion headroom and the equipment, occupancy or operating change that would require another calculation or utility request. Include the owner’s intended project horizon.
06Normalize approvals and records
Assign licensed-contractor verification, City of Surrey electrical permit, inspection, BC Hydro request, strata or building approval and closeout responsibilities. Require final calculation, panel schedule, equipment settings, inspection and utility evidence in the owner file.
07Management assessment-output record
Complete this record from the qualified assessment and proposed equipment documents. Identify what the controls monitor, how loss of signal is handled and who maintains settings. Record acceptable charging delays or load interruptions explicitly; a management device is not a universal substitute for service work.
- Evidence and equipment: calculation/date ____; controlled loads ____; exact compatible models ____
- Use and future projects: charging or interruptions ____; supported sequence ____; reassessment trigger ____
- Work and handover: permit/utility steps ____; outage ____; restoration ____; commissioning/settings/maintenance ____
08Service-upgrade assessment-output record
Use the same property, loads and project horizon as the management record. Identify the proposed service rating and affected equipment from qualified findings. Separate confirmed BC Hydro work from pending utility design or customer prerequisites, and record exclusions before comparing the complete installed scope.
- Evidence and equipment: calculation/date ____; proposed rating ____; panel/meter/conductors ____
- Use and future projects: supported loads ____; expansion limits ____; reassessment trigger ____
- Work and handover: utility prerequisites ____; approvals ____; outage ____; restoration ____; final records ____
09Keep unresolved assessment items visible
Log missing equipment compatibility, service evidence, utility design, access or approval answers with the party responsible for resolving each one. Keep an allowance or conditional answer distinct from confirmed scope. Reopen both option records if the answer changes loads, work, user impact or timing.
- Outstanding question ____; evidence needed ____
- Responsible party ____; written response/reference ____
- Decision affected ____; next review ____
10Record why one capacity path was selected
Review the two completed records with the qualified electrical reviewer against the owner's operating priorities. Identify the evidence behind the selected path and the tradeoffs accepted for charging, maintenance, outage and future projects. Attach the dated calculation and written clarifications to the proposal. Agree the assessment fee and deliverables before ordering that service; a web enquiry does not include them automatically. Update the decision when equipment selections, occupancy or the project sequence change. Keep utility design and authority responses conditional until the responsible organization confirms them for this property.
- Selected path and reason ____; proposal revision ____
- Calculation and equipment references ____
- Accepted user impact, outage and restoration ____
- Agreed assessment fee/deliverables and included work ____
- Remaining conditions and reassessment trigger ____