Getting Oriented: where charging fits on your site

• How many parking stalls does your property have, and how are they divided between tenant, employee, and visitor use? Options: Under 50 total, 50-200, 201-500, Over 500, Don't know
• Tell me about any existing electric vehicle chargers on your site, including number, model type, and who currently manages them.
• When tenant or visitor requests for charging come in at your site, how are those requests tracked and prioritized today? Options: Property management portal, Facilities ticketing, Email or phone, No formal tracking, Other
• Who usually raises the need for new chargers first at your property, a tenant, a prospective tenant, a visiting customer, or internal operations? Options: Tenant, Prospective tenant, Visitor/customer, Property operations, Other
• Which measurable outcomes would make a charging project a clear success for your team, for example tenant retention, additional revenue, or occupancy lift? Options: Tenant retention, New leases, Additional parking revenue, Tenant satisfaction scores, Meeting regulatory requirements, Other
• Describe the most recent situation at your property when a lack of on-site charging affected a lease decision or customer visit.

The risks that can stop a project cold

• Walk me through the single biggest site risk at your property that would cause you to pause or cancel a charging rollout today.
• If a needed utility transformer upgrade would add more than your expected budget, how would that change your willingness to proceed? Options: Cancel the project, Delay and pursue rebates, Reduce charger count, Seek third-party funding, Unsure
• In the last 12 months at your property, how often have unplanned electrical outages or capacity limits affected tenant operations? Options: Monthly, Quarterly, Once or twice, Never, Don't know
• Are there lease clauses, municipal rules, or historic site restrictions at your property that could block electrical work or parking reconfiguration? Options: Lease restrictions, Municipal limits, Historic/landmark restrictions, No known restrictions, Not sure
• Name the stakeholder or role in your organization who would have the final say to stop or approve work that impacts building electrical systems. Options: Property owner, Asset manager, Facilities director, Legal/leases, Local government/HOA, Other
• Describe a recent approvals or construction issue at your property and how long it took your team to resolve.

Other roads you're actively considering

• What would have to be true about your current approach for you to keep it instead of switching to an external charging partner?
• Name the external providers or system types your team is evaluating, including any incumbent managing chargers or a self-install plan. Options: Incumbent vendor, New external vendors, Utility-led program, Internal install, No alternatives identified
• List the three strongest reasons your team would prefer to solve this internally instead of using an outside seller.
• Have any internal stakeholders actively pushed for an in-house solution, and who controls the budget for that option? Options: Yes, facilities, Yes, operations, Yes, finance, No internal push, Not sure
• Pick the single measurable outcome that would prove your current approach is sufficient, for example percent uptime, tenant complaints, or recovered costs. Options: 99% uptime, No tenant complaints, Cost recovery within 18 months, Meeting regulatory requirement, Other
• In reviewing proposals, does any incumbent offer performance warranties or revenue-sharing terms your team would require from a new partner? Options: Yes, warranties, Yes, revenue share, Both, None, Not sure

Electrical reality check: capacity, timing, and costs

• Which single electrical constraint at your property would make installation impossible without a major upgrade, for example transformer capacity, service ampacity, or meter locations? Options: Transformer capacity, Service ampacity, Meter location, Limited electrical rooms, None/unknown
• How recently was a load calculation or one-line diagram completed for your building's electrical system? Options: Within 6 months, 6-18 months, Over 18 months, Never/unknown
• Do you have access to your utility account holder or a copy of the latest utility bill showing demand and service size? Options: Yes, account holder available, Yes, we have bills, No, but can obtain, No, not available
• When considering staged deployments for your site, what would be an acceptable timeline for an initial pilot from site survey to first live charger? Options: 2-4 weeks, 4-8 weeks, 8-12 weeks, 12+ weeks, No strong preference
• List any on-site mechanical or parking system constraints at your property that affect where chargers can be placed, such as headroom, column spacing, or parking access gates.
• Estimate the budget range your team would expect for a first phase of chargers including basic electrical work, before applying rebates. Options: Under $50k, $50k-$150k, $150k-$500k, Over $500k, Don't know

How charging will be run day to day

• If your team had to operate all charging services internally for six months, what would break first and why?
• Who would be responsible for billing disputes, customer support, and uptime monitoring in your current org chart? Options: Facilities, Property management, Third-party operator, Parking vendor, Not assigned
• Tell me which parking enforcement or permit systems at your site must integrate with chargers to prevent unauthorized use? Options: On-stall sensors, Permit stickers, License plate recognition, Parking attendants, None, Other
• Are you planning paid charging, free access, or a mixed model for tenants and visitors at your property? Options: Paid for all, Free for tenants, paid for visitors, Free for all, Mixed rules by zone, Undecided
• Do you have preferred vendors or existing network providers you intend to keep for backend charging management on your site? Options: Yes, preferred vendors, No preferred vendors, Open to recommendations, Already under contract
• Give a snapshot of the maintenance and spare parts process your team uses for other building systems and how that could support charger uptime.

Decision criteria, timeline, and the pilot that proves everything

• What single metric from a pilot would make your team sign a full rollout within a month, for example usage per stall, uptime, or revenue per month? Options: Average sessions per stall, System uptime, Net revenue per stall, Tenant adoption rate, Other
• By what date do you need the first chargers live at your property to avoid losing a tenant or meeting a regulatory deadline? Options: Within 4 weeks, 4-8 weeks, 8-16 weeks, More than 16 weeks, No firm date
• Have you set an internal budget approval process or steering committee that will greenlight the project for your site if the pilot meets targets? Options: Yes, formal committee, Yes, individual approver, No formal process, Budget held by finance, Unsure
• Does your parking management system at your site provide an API, and is documentation available? Options: Yes, API and docs available, API available, docs restricted, No API, Not sure
• Provide the acceptance criteria that must be met before chargers are considered live on your side, including uptime, billing accuracy, and permit completions.
• Estimate the internal resource commitment your team can dedicate during deployment, number of people and weekly hours. Options: Small team, <40 hours/week total, Moderate, 40-100 hours/week, Dedicated team, >100 hours/week, Minimal availability, Unsure

• Solution Walkthrough — Charger & Electrical Options

• Confirm the current state and its cost to your team
• You confirm the presented charger mix and placement match your tenant and visitor usage scenarios.
• Deliver a costed options memo that includes installed cost per port, estimated electrical upgrade needs, and a recommended path with timeline and assumptions.
• You confirm which electrical design option you prefer given the cost, timeline, and scalability tradeoffs.
• Present charger type and placement options using your scenarios
• Provide confirmed site facts needed for final scoping, including peak vehicle counts, typical dwell times, utility service metering details, and any tenant-specific access rules.
• Walk through electrical design options and impacts
• Run a preliminary meter/load study or pull available utility meter data and share results to validate the recommended electrical approach.
• You confirm the revenue or billing model that meets your financial objectives and the operational responsibilities you will require.
• Demonstrate revenue and billing model options with example math
• You agree the remaining evidence and approvals required before a commercial proposal can be finalized.
• Agree on the decision criteria and target date for selecting the preferred option and moving to a formal proposal.
• Confirm operational responsibilities and SLA expectations
• Validate the recommended solution against your scenarios
• Agree next steps and decision criteria

• Solution Walkthrough — Charger & Electrical Options
• Solution Walkthrough Deck
• Solution Brief

• meeting
• slides
• document

• Provide permit-ready electrical engineering drawings
• Obtain municipal permits and utility approvals
• Perform electrical service upgrades and transformer installation
• Install Level 2 charging stations and pedestals
• Install network management hardware and connectivity
• Commission chargers and complete acceptance testing
• Deploy dynamic load management and power controls
• Integrate charging with the parking management system
• Configure billing, pricing, and revenue-share workflows
• Install signage, ADA stall markings, and protective hardware
• Provide warranty, preventive maintenance, and remote support
• Manage utility rebates, incentives, and financing options

Provide permit-ready electrical engineering drawings

• How many charger locations and port counts must be reflected on the single-line diagram (SLD) and plan set? Options: Less than 10 ports, 10-24 ports, 25-49 ports, 50+ ports
• Which site artifacts can you provide for drawing creation (existing one-line diagram, as-built panel schedules, site survey photos, GIS parcel)? Options: Existing one-line diagram (SLD), Panel schedules and breaker IDs, Site survey photos and measurements, GIS parcel or site map, None available
• Do you require drawings to include utility metering details such as meter socket relocation, CT metering, or revenue-grade meter schematics? Options: Yes, include meter relocation and CT diagrams, Yes, include revenue-grade meter schematics only, No metering details required
• Are there AHJ (authority having jurisdiction) or local code constraints we must show on drawings (specific NEC 625 amendments, municipal electrical amendments)? Options: Yes - specific AHJ amendments apply, No special AHJ constraints known, Unsure - need to confirm with AHJ
• Specify the level of detail needed on civil/site plans for trenching, concrete coring, and conduit routing (plan view lengths, depths, bedding spec, coring diameter). Options: Full civil details including trench lengths and depths, General conduit routing only, Electrical-only drawings (no civil)
• Identify any coordination drawings required for stakeholders (parking operator access plan, tenant impact diagram, construction staging plan). Options: Parking access plan, Tenant impact diagram, Construction staging plan, No coordination drawings required

Obtain municipal permits and utility approvals

• Which permit types must be pulled with the AHJ and utility (building permit, electrical permit, fire department sign-off, interconnection application)? Options: Building permit, Electrical permit, Fire department sign-off, Utility interconnection application, Other
• Do you have a current permit contact at the AHJ or a permit portal account to submit drawings and pay fees? Options: Yes - AHJ contact and portal available, No - we need seller to obtain AHJ contact, Unsure
• Are there municipal submittal requirements we must include (soil report, civil engineering stamp, ADA plan for stalls)? Options: Soil/civil report required, Engineer stamp required, ADA plan required, No additional submittals known
• When will you provide any existing permit numbers, prior approvals, or utility service tickets that speed processing? Options: At project kickoff, Within 5 business days, We do not have them
• Provide the utility service point details we must reference on the application (service voltage, meter ID, current transformer (CT) requirements, service entrance location).
• Which inspections and sign-offs will the AHJ require before energizing chargers (final electrical inspection, fire alarm interlock, accessible parking inspection)? Options: Final electrical inspection, Fire department inspection, Accessible parking (ADA) inspection, Utility witnessed meter test, Other

Perform electrical service upgrades and transformer installation

• How many kVA of new capacity or transformer replacement is anticipated or allowed by your utility service point? Options: No upgrade required, Under 75 kVA, 75-225 kVA, Over 225 kVA, Unknown - site survey required
• Which existing distribution panels and feeder IDs will be candidates for new EV circuits (provide panel names and available breaker spaces from panel schedules)?
• Estimate the length of new feeders and conduit runs from service/transformer to charging field including any required underground trenching or overhead runs (feet/meters). Options: Under 100 ft, 100-300 ft, 300-600 ft, 600+ ft, Unknown - site survey required
• Are there site obstructions requiring vaults, concrete coring, directional boring, or off-hour work windows for utility tie-in? Options: Vault or pit required, Concrete coring required, Directional boring required, Off-hour utility tie-in required, None
• Specify required protective device coordination and target breaker sizes for EVSE branch circuits (e.g., 40A 2-pole breakers, 60A 2-pole breakers) and grounding/ground-fault requirements. Options: 40A branch circuits (32A continuous), 60A branch circuits (48A continuous), Custom sizes per design, Unsure - design required
• Identify any utility-mandated requirements for transformer installation such as pad specs, clearances, step-up/step-down needs, or relay coordination documents. Options: Pad and clearance specs required, Relay coordination required, No specific utility requirements known, Unsure

Install Level 2 charging stations and pedestals

• Which charger port types and power ratings do you want installed (AC Level 2 7.2 kW, 9.6 kW, 19.2 kW), and how many ports of each? Options: 7.2 kW (1-phase), 9.6 kW (1-phase), 19.2 kW (3-phase), Mixed ratings - specify in comments
• Do you prefer wall-mounted, pedestal-mounted, or in-stall integrated pedestals for each stall cluster and provide typical stall dimensions? Options: Pedestal-mounted, Wall-mounted, In-stall integrated pedestal, Mixed - specify
• Are bollards or wheel stops required at each pedestal and what clearance to traffic aisles must be preserved (in feet or meters)? Options: Bollards required, Wheel stops required, No protective hardware required, Unsure
• Provide any site-specific mounting constraints such as ceiling heights in covered garages, column spacing, or preferred mounting offset from curb lines.
• Do chargers need integrated card readers, contactless payment terminals, or RFID access and which payment flows should be supported? Options: RFID access only, RFID + payment terminal, Payment terminal + account-based billing, Payment not required (free charging)
• List any environmental or enclosure requirements for pedestals (NEMA rating, anti-graffiti finish, heated enclosures for cold climates). Options: NEMA 3R, NEMA 4X, Painted anti-graffiti finish, Heated enclosures required, No special requirements

Install network management hardware and connectivity

• Which network connectivity method is available at the site for EVSE (site Wi-Fi SSID, hardwired Ethernet to network closet, cellular SIM), and who manages the network credentials? Options: Hardwired Ethernet, Site Wi-Fi, Cellular modem, Combination
• Do you require on-premises edge hardware (gateway appliance) for OCPP bridging or will chargers connect directly to the cloud endpoint? Options: Edge gateway required, Chargers connect directly to cloud, Unsure - consult required
• Provide the target OCPP endpoint and authentication method we must configure or indicate if we should coordinate endpoint provisioning. Options: OCPP 1.6 JSON endpoint, OCPP 2.0 endpoint, We need seller to provision endpoint, Other
• Are there VLAN, firewall, or proxy constraints in your network closet that will affect charger telemetry over MQTT/HTTPS? Options: VLAN and firewall restrictions, Proxy in place, No constraints, Unsure
• Specify required uptime or reporting cadence for telemetry (heartbeat interval, fault reporting thresholds, remote firmware update window). Options: Heartbeat every 30s-1min, Heartbeat every 5 min, Hourly heartbeat acceptable, Custom cadence
• Identify any integration endpoints for operations (SNMP for gateway, Syslog destination, REST webhook URLs) and whether TLS certificates will be provided.

Commission chargers and complete acceptance testing

• Who will be the named owner for commissioning acceptance and what contact will represent the parking operator or property management?
• Describe the commissioning test plan to validate EVSE operation (OCPP heartbeat, start/stop session test, meter accuracy verification, firmware version check).
• Specify the measurable acceptance tests that will define a passed commissioning (example: 5 consecutive successful start/stop sessions, meter within 2% accuracy, network heartbeat 99% over 72 hours).
• When should manufacturer firmware verification and any required factory resets or firmware updates be performed relative to site install? Options: Prior to site install, During commissioning, After initial energization
• Are utility meter witness tests or CT verification required as part of acceptance and who schedules the utility witness? Options: Utility witness required, No utility witness required, Unsure
• Provide the acceptance evidence you expect to be uploaded on completion (commissioning checklist, OCPP session logs, meter test report, AHJ final inspection card). Options: Commissioning checklist, OCPP session logs, Meter test report, AHJ final inspection card, Other

Deploy dynamic load management and power controls

• Which load management strategy do you prefer for peak shaving and fair-share allocation (priority-based, proportional sharing, scheduled load windows)? Options: Priority-based (designated stalls first), Proportional sharing (equal distribution), Scheduled windows only, Hybrid
• Do you have an existing building energy management system (BEMS) or building automation system (BAS) we must integrate with for DERMS signals or load curtailment? Options: BEMS/BAS integration required, No building system, Unsure - need to confirm
• Specify the maximum site demand threshold (kW) or transformer loading percentage at which load-shedding should trigger. Options: 70% transformer load, 80% transformer load, 90% transformer load, Custom threshold
• Identify the circuits or feeder locations where current transformers (CTs) or metering must be installed to enable closed-loop load management.
• Are vehicle-level priority rules required (e.g., ADA stalls get permanent priority, fleet vehicles get scheduled priority)? Options: ADA priority required, Fleet priority required, No vehicle priority rules, Custom rules
• Estimate whether firmware-level power limits, per-connector current caps, or site-level demand response integration is preferred for controlling charge power. Options: Firmware per-connector caps, Site-level demand response integration, Both, Unsure

Integrate charging with the parking management system

• Which parking management system (PMS) or access control API does your site use and can you provide API documentation or integration credentials? Options: Provide API docs/credentials, No PMS integration required, Unsure - provide vendor info
• Do you require real-time session start/stop triggers to open/close gate arms, update occupancy, or apply conditional pricing in the PMS? Options: Real-time start/stop triggers, Session summary only, No PMS triggers required
• Specify the data points the PMS must receive or send (license plate, bay ID, session ID, invoice reference, authorization token).
• Are account-based or reservation flows needed so that tenants pre-book a charging bay through the PMS? Options: Reservations required, Account-based access required, Neither
• Identify any access hardware that must be integrated (gate controller model, RFID reader type, ticketing kiosk) and whether wiring hardlinks are available.
• Provide the expected SLA for integration testing with the PMS (response time targets, allowable retry logic, error handling expectations). Options: <500 ms API responses, <2s API responses, Custom SLA, No SLA required

Configure billing, pricing, and revenue-share workflows

• Which billing model do you want to implement (free charging, flat per-session fee, per-kWh pricing, time-based pricing, subscription)? Options: Free charging, Flat per-session fee, Per-kWh pricing, Time-based pricing, Subscription model
• Do you need support for revenue-share calculations and automated payouts to the property (percentage split, fixed monthly minimum, reconciled monthly statement)? Options: Percentage split, Fixed monthly minimum, Reconciled monthly statements, No revenue share
• Which payment flows and providers must be supported or bridged (account billing, credit card gateway, invoice billing) and who will manage PCI compliance? Options: Account billing, Credit card gateway, Invoice billing, Third-party provider - specify
• Provide pricing rules that must be enforced (time-of-day differential, tenant discounts, capped daily fees, idle fees) and any regulatory price caps.
• Are tenant billing integrations required (chargeback to tenant accounts, GL codes, monthly invoicing CSV exports)? Options: Tenant chargeback required, GL code exports required, Monthly CSV invoicing, No tenant billing integration
• Specify reporting cadence and KPIs required for commercial reconciliation (net revenue, sessions per stall, kWh dispensed, uptime percent). Options: Weekly reports, Monthly reports, Quarterly reports, Ad hoc

Install signage, ADA stall markings, and protective hardware

• Which signage types are required at site (directional wayfinding, regulatory EV parking signs, charging pricing signage, instructional signage)? Options: Directional wayfinding, Regulatory EV parking signs, Pricing signage, Instructional signage, Other
• Do ADA stall markings need to follow a local standard or state code and how many van-accessible stalls are required adjacent to charging locations? Options: Follow local/state ADA standard, Provide X van-accessible stalls, No ADA stalls required
• Specify pavement markings and paint colors for EV stalls, and whether thermoplastic or painted markings are preferred. Options: Thermoplastic markings, Painted markings, Custom stencil/branding
• Are protective hardware items required such as bollards, wheel stops, or recessed pedestals and provide desired bollard specs (diameter, fill, height)? Options: Bollards required, Wheel stops required, Recessed pedestals required, None
• Who will approve the final sign and pavement layout (property manager, municipal sign-off, tenant representative)? Options: Property manager, Municipal approval required, Tenant representative, Multiple approvers
• Provide any brand or tenant co-marketing requirements for signage content or logo placement and whether ADA tactile signage is required. Options: Co-marketing signage required, ADA tactile signage required, No branding requirements

• Master Services Agreement (MSA)
• Statement of Work (SOW)
• Purchase Agreement / Order Confirmation
• Service Level Agreement (SLA)
• Revenue Share & Billing Addendum
• Warranty & Liability Addendum
• Permitting, Inspections & Utility Authorization
• Acceptance Criteria & Commissioning Sign-Off
• Change Order Agreement
• Payment Schedule & Deposit Authorization
• Data Processing Agreement (DPA)

• Go-live Health Check (weeks 1-4)
• First Measurement Review (weeks 4-10)
• Acceptance Gate Review (around day 90)
• Quarterly Operational Review (ongoing quarterly)

• Reduce the count of open critical tickets by the agreed quarterly target through targeted remediation work.
• Restate acceptance criteria and numeric targets
• Produce a documented acceptance decision with pass/fail recorded for each criterion from the Site & Outcome Discovery stage.
• Create a time-bound remediation plan for any failed or conditional acceptance items.
• Confirm operational SLA handover, including escalation paths and maintenance process ownership.
• Publish the acceptance record and any remediation plan in the shared workspace.
• Schedule required safety re-inspections or interconnection follow-ups needed to close conditional acceptance items.
• If applicable, document legacy charger decommissioning steps and archive legacy data per agreed policy.
• Trend review for uptime and revenue
• Confirm ongoing compliance with SLA targets and reduce outstanding critical maintenance items.
• Agree operational improvements or schedule preventive maintenance to prevent repeat outages.
• Maintain a prioritized backlog of operational enhancements with target completion windows.
• Schedule preventive maintenance windows for sites with recurring faults.
• Implement agreed changes to load-management or billing settings and monitor impact for the next quarter.
• Re-confirm success criteria and owners
• Deployment status confirmed as complete or a clear remediation plan exists for any incomplete items.
• All critical open issues are logged with a next-step and a target resolution date.
• Monitoring feeds and reporting access are validated for the next measurement meeting.
• Publish the go-live issue log with status and target dates.
• Activate monitoring and dashboard access for the buyer operations team.
• Schedule any required site visits or corrective installs within the next 14 days.
• Present first-period performance data
• Determine whether charger uptime percentage and average daily sessions per charger are tracking to target or require remediation.
• List concrete corrective actions with completion dates that address the root causes of any gaps.
• Confirm readiness timeline and data sources for the acceptance gate meeting.
• Adjust load-management or scheduling settings to improve uptime and session success rates.
• Open priority repair orders for any hardware with repeat failures and track MTTR targets.
• Provide a dataset export of uptime and session logs to the buyer for independent review before the acceptance gate.
• Deployment and commissioning validation
• SLA and maintenance performance
• Diagnose root causes for shortfalls
• Present outcome data against each criterion
• Review maintenance tickets and repair timelines
• Document pass or fail and capture the decision
• Utilization and capacity discussion
• Early adoption signals and user onboarding
• Agree actions to meet acceptance timeline
• Open issues and blockers
• Remaining remediation items and resolution timeline
• Persistent issues and enhancement backlog
• Legacy system wind-down check
• Immediate remediation actions and schedule