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5 Delivery Method Commercial Structure and Next Step

5.1 Indicative delivery stages

Stage Indicative timing Decision gate
1 Joint discovery Week 1 Confirm scope, asset, O and M participation, data access and stakeholders
2 Data and process review Weeks 1 to 2 Confirm owner and site data sufficiency and material questions
3 Analysis Weeks 2 to 4 Validate preliminary findings with subject matter owners
4 Recommendations Weeks 4 to 5 Agree priorities, owners and assumptions
5 Closeout Week 5 or 6 Accept report and decide whether any add-on is justified

Timing is indicative and should be adjusted to data access, stakeholder availability and the number of events selected for analysis.

5.2 Governance

Role Responsibility
Client sponsor Approves scope, removes access barriers and accepts deliverables
Client asset lead Provides technical context and validates asset findings
O and M liaison Explains site events, validates equipment facts and coordinates contractor input
Market or commercial representative Explains bidding, contracts, settlements and decision authority
Compliance representative Confirms obligation ownership and evidence requirements
Service lead Coordinates analysis, maintains assumptions and produces recommendations
Specialist adviser when required Provides qualified advice outside the agreed service lead competence

5.3 Information controls

Use the minimum data required for the agreed analysis.

Agree secure transfer, storage, retention and deletion arrangements before receiving data.

Separate operational technology access from offline analysis unless specifically authorised and controlled.

Record data sources, transformations, assumptions and known limitations.

Treat commercial contracts, bid strategies, settings and incident records as confidential.

5.4 Success measures

Measure Pilot success test
Traceability Material findings can be traced to source data, an interview or a documented assumption
Actionability Each accepted recommendation has an owner, O and M interface where relevant, priority, dependency and next action
Relevance Findings distinguish controllable losses from non-controllable conditions
Assurance Compliance-related findings identify the obligation, evidence and responsible function
Value At least one improvement opportunity or risk control is sufficiently defined for a business decision

Use a fixed-fee discovery and diagnostic with agreed assumptions, data limits, deliverables and change control. Price should be confirmed only after the discovery session. Avoid performance-based remuneration during the first engagement because market value attribution may be affected by weather, constraints, contracts, dispatch instructions, outages and third-party decisions.

5.6 Optional add-ons after the pilot

Optional add-on Trigger Separate decision required
Performance dashboard The pilot confirms reliable recurring data Design, integration, support and cyber controls
Compliance tracker Obligations and evidence owners need a shared workflow Scope of obligations, legal review and system ownership
Availability reconciliation Material differences exist across owner, OEM or operator calculations Contract interpretation and dispute protocol
Maintenance window optimiser Outage timing has meaningful resource and price exposure Forecast sources, risk settings and planning authority
BESS or hybrid optimisation The asset has defined technical, market and contractual limits Model validation, trading authority and production controls
Portfolio operating model Several assets share common processes and data Governance, technology architecture and operating budget

5.7 Proposed next step

Hold a confidential discovery session with the owner or asset manager, the O and M liaison and the market or commercial representative. Select one asset and one representative operating period. Following the session, issue a two to four page statement of work specifying the questions, participation model, data, deliverables, timetable, fee, confidentiality arrangements, exclusions and acceptance criteria.