Appendices

Appendix A Pilot Discovery Checklist

Area	Questions
Asset	Technology, capacity, DUIDs, connection point, operating dates, OEMs and major configurations
Responsibilities	Owner, registered participant, trader, intermediary, OEM, O and M, NSP, site and control room; authority and handoff points
Data	SCADA, PPC or EMS, meters, weather, alarms, outages, bids, dispatch, constraints, prices and settlements
Contracts	PPA, O and M agreement, warranties, availability regime, curtailment rights and service agreements
Compliance	GPS, licence, market, testing, reporting, notice, recordkeeping and critical infrastructure obligations
O and M arrangement	Contract scope, site coverage, planned and corrective work, reporting, warranties, response times and escalation
Performance	Owner and O and M KPIs, targets, loss methods, disputes, recurring events and reporting cycle
Decisions	Who can rebid, curtail, derate, reset, change settings, approve work and notify stakeholders
Value	Material losses, upcoming decisions, risk appetite and success criteria

Appendix B Minimum Performance Data Model

Entity	Minimum fields
Asset	Asset ID, DUID, technology, capacity, location, connection point and ownership
Interval	Trading interval, target, actual, availability, bid bands, RRP, local price indicators and constraints
Equipment	Equipment ID, state, capability, alarms, derating and controller status
Event	Start, end, category, cause, response, evidence, impact, owner and recurrence link
Obligation	Source, requirement, owner, frequency, evidence, status, due date and escalation
Maintenance	Work scope, equipment, access, duration, resource risk, market exposure and completion
Contract	Relevant operational rule, trigger, limitation, evidence and responsible reviewer
Model	Version, inputs, assumptions, constraints, objective, tests, approval and performance

Appendix C KPI Definitions to Agree

KPI	Definition question
Technical availability	What equipment boundary, time basis, exclusions and partial capability rules apply?
Operational availability	Was the asset operationally ready, including people, communications and supporting systems?
Bid availability	What capability was offered to the market and why did it differ from physical capability?
Dispatch conformance	What tolerance, persistence and event exclusions apply?
Lost energy	What baseline would have occurred without the event, and how is uncertainty represented?
Lost revenue	Which price, MLF, contract, certificate and settlement assumptions apply?
Forecast accuracy	Which horizon, aggregation, metric and operating states are included?
Recurrence	When are events considered the same failure mode or unresolved corrective action?

Appendix D Proposal Customisation Checklist

Replace generic client references with the legal entity and nominated business unit.

Select one asset and confirm the registered participant and operating counterparties.

Insert the specific problem statement from discovery.

Confirm the sample period, data sources and data security requirements.

Choose only the workstreams required for the initial decision.

Insert delivery dates, fee, payment terms, liability settings and insurance information.

Have confidentiality, intellectual property and regulatory wording reviewed appropriately.

Nominate acceptance criteria and authorised signatories.

Appendix E Future Book Development

This handbook should evolve as individual services become real products. Each service chapter should eventually include a problem statement, required data, method, controls, sample deliverable, commercial model, competence requirements, case study and lessons learned. New material should be added only after it can be explained, demonstrated and delivered consistently.

Next chapter to develop	Suggested practical case
Availability reconciliation	Rebuild an owner and OEM reconciliation using a representative wind farm event set
Generator compliance tracker	Create an off-target event workflow from detection through investigation and recurrence
Maintenance optimisation	Select a heavy-component wind-farm maintenance window under wind and price uncertainty
BESS optimisation	Schedule energy and FCAS with SOC between 3 percent and 97 percent and degradation constraints
Hybrid portfolio optimisation	Coordinate wind, solar and BESS under export, PPA and market constraints
Contractual curtailment	Evaluate an offtaker request to reduce output across upcoming dispatch intervals

Document Use

Part One may be customised for prospective clients after discovery with the owner and relevant O and M representatives. Part Two is an internal development roadmap. Neither part authorises operational control, replaces the O and M contractor, or replaces legal, regulatory, financial, engineering-certification or registered participant advice.