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Asset Management

Asset Management 101

Learn how operating solar projects are managed to protect performance and returns.

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A free Academy account is required. 38 lessons.

About Asset Management 101

Once a solar project is built, asset management keeps it performing for decades. This course covers the asset manager’s role, the handoff from construction, site safety and security, performance monitoring, maintenance and O&M contracts, and the finance, tax and compliance work behind every operating project.

What You'll Learn

Take over the asset

Run construction handover, operating readiness and project onboarding.

Monitor performance

Track metrics, diagnose underperformance and report results.

Manage maintenance

Oversee O&M agreements, warranties, inspections and spare parts.

Protect returns

Handle budgets, billing, taxes, RECs, insurance and risk.

Explore the Course Topics

38 lessons, grouped by topic. Open a topic to see its lessons.

01The asset manager's role4 lessons
  1. Course Orientation and the Asset Manager’s Operating System
  2. Asset Management Careers
  3. The Role of O&M in Asset Management
  4. Importance of Asset Management
02From construction to operations4 lessons
  1. Design Considerations for Asset Management
  2. Construction Handover and Operating Readiness
  3. Contract Administration
  4. Project Onboarding Checklist
03Site safety, access and security3 lessons
  1. Site Safety Overview
  2. Site Access Overview
  3. Site Security Overview
04Performance monitoring and reporting5 lessons
  1. Overview of Monitoring Systems
  2. Performance Metrics and Diagnosing Underperformance
  3. Tracking Operational Events
  4. Performance Monitoring
  5. Performance Reporting
05Maintenance, warranties and O&M contracts9 lessons
  1. Preventive vs Reactive Maintenance
  2. Vegetation Maintenance and Best Practices
  3. Landscaping Requirements and Contracts
  4. Snow Impact and Removal Considerations
  5. Spare Parts Management
  6. Warranty Claims Overview
  7. Overview of O&M Agreements
  8. Performance Guarantees
  9. Scheduled Inspections
06Finance, tax and compliance12 lessons
  1. Asset Management Cost Drivers
  2. Understanding Project Economics Over Time
  3. Managing Billing, Collections, and Payment
  4. Annual Budgets, Liquidity, Reserves, and Covenants
  5. Financial Reporting
  6. Property Taxes
  7. Sales and Use Tax
  8. State Incentive Programs
  9. Managing Renewable Energy Certificates (RECs)
  10. Insurance for Renewable Energy Projects
  11. Risk Mitigation in Asset Management
  12. Reporting Obligations
07Capstone: the monthly asset review1 lesson
  1. Capstone: The Monthly Asset Review and Lifecycle Decisions