Without a structured procurement specification, you receive proposals that are vendor-optimized rather than project-specific — and impossible to compare objectively.
This engagement produces the documentation package that puts you in control of the procurement process before vendors are invited to respond.

Deliverables

• →BESS technical requirements specification — performance, sizing, chemistry, warranty minimums, testing requirements

• →RFQ document with structured vendor response format — ensuring proposals are comparable

• →Vendor evaluation matrix with weighted scoring criteria — technical, commercial, and bankability

• →Clarification management template for the vendor Q&A process

Not included

• ×Detailed electrical design or site-specific engineering drawings

• ×Engineer-of-record documentation or PE-stamped drawings

• ×Legal contract drafting

Ideal for: Developer or EPC preparing to procure BESS equipment and needing a professional, defensible procurement process — particularly where lender scrutiny of the vendor selection process is anticipated.

Before you select a supplier or sign a contract, you need independent eyes on the vendor's technical and commercial claims — degradation curves, cycle life assumptions, performance guarantees, warranty terms, and bankability. This is our most frequently requested service, and the one where we consistently identify material issues that developers and their advisors have missed.

Deliverables

• →Technical review of vendor proposal against project requirements and current market benchmarks

• →Degradation and cycle life assumption validation against published LFP performance data

• →Performance guarantee structure and enforceability assessment

• →Warranty term adequacy review — coverage gaps, carve-outs, remedy mechanisms

• →Vendor bankability assessment — financial strength, reference projects, market presence

• →Gap analysis — what is missing that you should demand before signing

• →Written technical review memo, 15–20 pages

Not included

• ×Protection system or relay coordination review

• ×Detailed electrical calculations or short-circuit studies

• ×Legal advice on contract terms

Ideal for: Developer or EPC who has received a BESS vendor proposal and needs independent technical and commercial judgment before committing to a contract.

You have received proposals from multiple vendors and need to select one. Without structured independent evaluation, the decision is vulnerable to vendor pressure, internal bias, and the difficulty of comparing proposals written in different formats. This service produces a scored, documented, and defensible recommendation that withstands lender or board scrutiny.

Deliverables

• →Structured comparison of 2–4 vendor proposals against agreed criteria

• →Scoring matrix across technical capability, commercial terms, warranty, and bankability

• →Identification of proposal gaps and clarification requirements by vendor

• →Risk-ranked vendor comparison with supporting rationale

• →Written bid evaluation report with award recommendation — suitable for board or lender review

Not included

• ×Specification writing — if no specification exists, Service 01 should precede this engagement

• ×Legal contract negotiation

Ideal for: Developer or EPC who has completed a procurement process and needs an independent, defensible recommendation before contract award.

Your project is approaching a major decision point — final investment decision, financial close, or EPC contract award. You need a comprehensive independent review of the full project picture: not just the vendor proposal, but the EPC contract terms, the energy model assumptions, the interconnection risk exposure, and the O&M plan adequacy. This assessment provides the foundation for confident decision-making and supports lender technical requirements.

Deliverables

• →Review of project design documentation and key technical assumptions

• →Energy model validation — sizing logic, dispatch assumptions, degradation, revenue modelling

• →EPC contract technical section review — scope gaps, performance metrics, LD adequacy

• →Interconnection risk identification — timeline exposure, technical requirements, key dependencies

• →O&M plan review — adequacy of proposed maintenance regime

• →Risk register — ranked project risks with recommended mitigations

• →Technical assessment report, 25–35 pages

Not included

• ×Detailed electrical design or protection engineering review

• ×Lender-formatted Independent Engineer report

• ×NERC compliance review or bulk system studies

• ×Construction site visits

Ideal for: Developer approaching FID or financial close requiring comprehensive independent technical validation — and for investors or lenders requiring a developer-commissioned technical assessment before proceeding.

Your project is moving. Vendors are submitting documents. Your EPC is raising RFIs. Your lender is asking technical questions. You need a senior independent advisor who knows your project, responds quickly, and tells you plainly what matters and what does not. This monthly retainer gives you that — throughout procurement, pre-construction, and into delivery.

What the retainer includes

• →Agreed monthly hours of priority access

• →Document review and technical Q&A on demand — vendor submittals, RFI responses, spec queries

• →Weekly or bi-weekly check-in call

• →Vendor meeting support — preparation, participation, and follow-up

• →Proactive risk flagging as the project develops

• →Monthly written summary — issues reviewed, risks identified, actions recommended

Not included

• ×Engineer-of-record services or stamped engineering documentation

• ×Detailed protection or electrical design review

• ×Legal or financial advice

• ×Construction site visits (available by separate arrangement)

Ideal for: Developer with an active project who needs a trusted, independent senior technical advisor throughout procurement and pre-construction — without the cost or conflict of an in-house hire.