This checklist sets out the technical areas an independent advisor reviews when carrying out due diligence on a battery energy storage system (BESS) for financing, acquisition or refinancing. It spans technology selection, performance guarantees, degradation and warranties, safety and fire protection, grid integration and dispatch, contracts, and operational readiness — mirroring the scope of a lender-grade technical due diligence report.
Technology, Sizing and Configuration
Confirm the system architecture and ratings are appropriate and clearly defined.
- System architecture defined
- Power and energy ratings consistent
- Round-trip efficiency basis
- Technology maturity and references
- Augmentation strategy
Performance, Degradation and Warranties
Test that performance guarantees and warranties protect the modelled revenue.
- Capacity retention guarantee
- Degradation model basis
- Performance test regime
- Warranty alignment
- Liquidated damages
Safety, Fire Protection and Standards
Confirm safety design and certification meet recognised standards.
- Standards and certification
- Thermal runaway protection
- Hazard and failure analysis
- Permitting and authority sign-off
Grid Integration, Dispatch and Operations
Verify grid compliance, revenue use case and operational readiness.
- Grid connection and compliance
- Dispatch and revenue use case
- Control system and SCADA
- O&M and availability
- Contractual and revenue risk
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Put This Into Practice on Your Project
This resource is a starting point, not a substitute for project-specific technical advice. SgurrEnergy provides independent advisory, due diligence and engineering support across the full renewable energy project lifecycle. Discuss how it applies to your wind, solar PV, BESS, hydro or hybrid project with our technical team.