How We Work
Fee-based advisory from feasibility to commissioning
We charge for analysis and advice — not equipment sales or installer referrals. That structure means every recommendation we make is driven entirely by your load profile, financial objectives, and risk tolerance. Our four-phase lifecycle is designed to give you decision-quality information at every stage, so you never commit capital before the numbers justify it.
4
Engagement Phases
100%
Vendor-Neutral
15+
Years Market Experience
0
Equipment Partnerships
The Engagement Lifecycle
01
Phase One
Energy Feasibility Assessment
Timeline: 2–4 weeks
We begin with a rigorous analysis of your facility's load profile, utility tariff structure, and site characteristics. This phase produces a clear picture of what BTM technologies are worth pursuing — and which ones aren't — before any capital is committed.
Deliverables
- 12–24 month interval load data analysis
- Utility tariff deconstruction and demand charge mapping
- BTM technology screening matrix
- Preliminary financial model (order-of-magnitude)
- Capacity market opportunity assessment (PJM/MISO)
02
Phase Two
Detailed Technical & Financial Modeling
Timeline: 4–8 weeks
For technologies that clear the feasibility screen, we build detailed production models, dispatch simulations, and multi-scenario financial analyses. This is the analytical foundation for procurement decisions and financing conversations.
Deliverables
- Solar PV production modeling (hourly, 25-year)
- BESS dispatch optimization and revenue stacking analysis
- Incentive stacking model (ITC/IRA, state programs, utility rebates)
- Financing structure comparison (ownership, PPA, lease)
- Risk-adjusted IRR and payback sensitivity analysis
03
Phase Three
Procurement & Contractor Selection
Timeline: 6–12 weeks
We develop technology-neutral RFP documents, evaluate contractor proposals on your behalf, and provide independent technical review of equipment specifications. You make the final selection — we make sure you're comparing apples to apples.
Deliverables
- Technology-neutral RFP development
- Proposal evaluation scorecard and comparative analysis
- Equipment specification technical review
- Interconnection application support
- Contract negotiation advisory
04
Phase Four
Construction Oversight & Commissioning
Timeline: Project duration
We serve as your independent technical representative during construction and commissioning — verifying that installed systems match contracted specifications and that performance guarantees are enforceable. Post-commissioning, we provide ongoing performance monitoring and capacity market participation support.
Deliverables
- Construction milestone review and sign-off
- Commissioning test witnessing and documentation
- Performance guarantee verification
- Capacity market registration and dispatch support
- Annual performance reporting and optimization review
Engagement Options
Structured to fit your decision timeline
Full Lifecycle Advisory
Most ComprehensiveEnd-to-end engagement covering all four phases. Best for organizations committing to a BTM project and wanting independent representation from feasibility through commissioning.
Feasibility Assessment Only
Entry PointPhase One standalone. Ideal for organizations evaluating whether BTM investment is worth pursuing before committing to a full advisory engagement.
Technical Review & Audit
TargetedIndependent review of proposals, models, or designs prepared by others. Useful when you have contractor proposals in hand and need unbiased technical validation.
Capacity Market Advisory
SpecializedSpecialized support for organizations seeking to register BTM assets in PJM, MISO, or other ISO capacity markets — including demand response qualification and auction strategy.
Start with a feasibility assessment.
The assessment is the lowest-risk entry point. In 2–4 weeks, you'll have a clear, data-driven picture of what BTM technologies are worth pursuing at your facility — and what the numbers actually look like.