Whole-House Surge Protector Selection Form

MNE Electric • Professional SPD Selection Tool • NEC 230.67 Compliant Guidance

1. Project / Customer Information

Date

Job / Quote #

Customer Name

Phone / Email

Site Address

2. Electrical System Details

Service Size (Main Breaker)

Panel Brand / Type

Utility Service Type

Overhead Underground Unknown

Existing Whole-House SPD?

Yes No Unknown

Generator / Transfer Switch Present?

Yes No

EV Charger or High Continuous Loads?

Yes No

Panel Access / Notes

3. Risk & Environment Assessment

Lightning / Storm Risk Area

High (Gulf Coast / frequent storms) Moderate Low

Mobile / Baldwin County AL is generally High risk.

Value of Sensitive Electronics & Smart Systems

High ($10k+ / whole-home automation) Medium Low / Basic

Critical Hardwired Equipment to Protect

HVAC / Heat Pump Well Pump Solar / Inverter EVSE / Wall Connector Sump / Septic Other

4. Selection Preferences

Preferred SPD Type

Type 1 (line-side capable) Type 2 (load-side / panel) Either / No preference

Minimum Desired Surge Rating (kA)

Must-Have Features

Audible alarm on failure Clear LED status indicators Field-replaceable modules Strong connected-equipment warranty ($50k+) Outdoor / NEMA 4X rated preferred

Budget Preference (unit only)

Preferred Mounting

5. Recommendation

Recommended Primary SPD

—

Final Selected Model

Electrician / Estimator Notes

Recommended Model: ________________________________

Notes: _______________________________________________

Prepared by (Electrician / Estimator)

Print Name & Date

Customer Acknowledgment (optional)

Signature & Date

MNE Electric • Whole-House Surge Protection Selection Form • For licensed electrician use • Always verify local code, panel compatibility, and manufacturer instructions before installation.
Layered protection recommended: Whole-house SPD + quality point-of-use protectors on sensitive electronics.