Vehicle order and operational fit

• How many electric vehicles are on the purchase order? Options: Fewer than 20 (below minimum for this offering), 20–49, 50–99, 100–199, 200+ (large fleet)
• Do these vehicles reliably return to this single depot each night and require a full charge before first dispatch? Options: Yes — all return nightly, Mostly — most return nightly, Mixed — some return, some charge off-site, No — vehicles do not return nightly, Unsure / needs confirmation

Technical constraints and site readiness

• If known, what is your facility's main utility service size or primary service amperage? Options: Unknown, Less than 400 A, 400 A – 800 A, 801 A – 1200 A, Over 1200 A
• Which site constraints should we factor into a depot assessment? (select all that apply) Options: Limited site access / shared yard, Shared transformer or nearby critical loads, Single‑phase building service, Known permitting or AHJ delays, Significant civil work required (trenches, conduits), Other (describe in next field)

Budget

• Is there an allocated budget range for depot electrification (site upgrades, chargers, software, and coordination)? Options: No budget allocated yet, Under $250,000, $250,000 – $500,000, $500,000 – $1,000,000, Over $1,000,000

Decision authority and timeline

• Who will sign the final purchase or service agreement, and which other roles must be consulted (facilities, procurement, sustainability, fleet operations)?
• What is the target date the depot must be ready (vehicle arrival or required go‑live)? Options: Within 3 months (urgent), 3–6 months, 6–12 months, More than 12 months, No fixed date / flexible
• Would you be open to a 45–60 minute discovery call to validate these items and decide whether a full depot assessment is warranted? Options: Yes — please schedule, Maybe — send a short pre-call note first, Not at this time

Quick Depot Snapshot

• Share the basic facts I should know about your depot, including city, primary fleet type, and the number of vehicles currently based there.
• How many electric vehicles does your depot have on order, and what are their expected delivery windows? Options: 20-49, 50-99, 100-199, 200+, Unknown / variable
• Which vehicle models and charging port types will your depot receive, and how many of each? Options: CCS Combo (slow/fast), SAE J1772 / Type 1, CHAdeMO, Proprietary ports, Not yet specified
• Estimate how many daily dispatch cycles your incoming vehicles run, for example single overnight return, split shifts, or continuous routes. Options: Single overnight return, Split shifts (AM and PM), Continuous day routes, School-bus style morning only, Mixed
• Does your depot currently have any dedicated charging hardware on site? Options: No chargers, A few Level 2 chargers, Multiple Level 2 chargers, DC fast chargers present, Managed smart chargers with software, Chargers under third-party service
• What is your target date for having all arriving vehicles fully charged and dispatch-ready each morning? Options: By vehicle delivery date, Within 30 days of delivery, Within 30-90 days of delivery, More than 90 days after delivery, No firm date

Where the Current Setup Shows Its Limits

• If your utility service upgrade slips by three months, what breaks first at your depot?
• Who on your team is tracking the utility upgrade timeline and permit milestones right now? Options: Director of Facilities, Fleet Director, Sustainability Officer, Operations Manager, Procurement, External consultant, Other
• Describe your current main electrical service size and metering arrangement, including any on-site transformers or submeters.
• How often do peak demand events occur on your current rate plan, and what incremental cost do they add to a typical monthly bill? Options: Monthly, Quarterly, Seasonally, Rarely, Unknown
• Which shifts or route types at your depot are most at risk of vehicles returning with less than 80 percent state of charge? Options: Morning shift, Afternoon shift, Night shift, Split shifts, School routes, High-mileage urban routes, Other
• What single infrastructure failure or missing permit at your site would make you stop the project immediately?

The Real Costs You're Facing

• Estimate the monthly incremental energy and demand cost your depot would see if all new EVs charged simultaneously overnight without load management. Options: Less than $1,000, $1,000 to $5,000, $5,000 to $15,000, $15,000 to $50,000, More than $50,000, Don't know yet
• List the specific budget lines your team plans to offset with projected charging cost savings. Options: Fuel (diesel/gasoline), Maintenance, Vehicle replacement cycles, Electricity, Other operational lines
• Do you have internal targets for fleet electrification payback period or total cost of ownership thresholds? Options: Yes, < 3 years, Yes, 3 to 5 years, Yes, > 5 years, No formal target, Under discussion
• On your project, where would you be willing to accept higher up-front capital expense to reduce operating cost? Options: Electrical service upgrades, Charger hardware, On-site energy storage, Advanced software and controls, Not willing to increase capex, Other
• Who on your leadership team would need to approve a capital ask for transformer or service upgrades? Options: Facilities Director, Fleet Director, CFO/Finance, Procurement, CEO/Executive sponsor, Other

What's Getting in the Way

• When was the last time a utility interconnection delay changed a project timeline at your depot, and what happened?
• Provide the headcount and roles available from your facilities and operations teams who could support electrical upgrades, permit filings, or contractor coordination.
• Name which external approvals in your service territory are typically the slowest, for example utility engineering study, AHJ inspection, or interconnection agreement. Options: Utility engineering/study, AHJ/inspection, Grid interconnection agreement, Environmental review, Utility meter upgrade, Other
• If the project requires capital beyond your current budget, what is your internal decision pathway and timeline for approval?
• Identify what would make your leadership walk away from an electrification plan despite the vehicle order being fixed.
• Identify the single schedule or cost risk for your depot that, if realized, would end the project.

Competitive Landscape, and Your Alternatives

• Why would your team choose to extend the current contract or solution instead of switching to an external specialist now?
• List the internal options your team has proposed to install chargers and manage load, for example using on-staff electricians or local contractors. Options: In-house electricians and management, Internal IT builds controls, Hire local electrical contractors, Hybrid (internal + contractor), No internal plan
• Confirm whether your depot has an incumbent vendor currently responsible for any charging, electrical, or energy management work. Options: No incumbent, Incumbent handles some work, Incumbent handles most work, Not sure
• Under what conditions would your team keep your current approach rather than change now?
• Share which types of competitors or suppliers your team has requested proposals from so far. Options: Large turnkey integrators, Hardware-only vendors, Local electrical contractors, Utility program implementers, No proposals yet
• Name the internal owner at your organization who would assume risk if timelines slip.
• Explain the factors that would need to change in your current setup for your team to decide against a vendor-led solution.

Operational Readiness and Deal Killers

• Could your depot meet the technical prerequisites we require, such as accessible switchgear, documented daily duty cycles, and available metering locations? Options: Yes, all prerequisites met, Partially met, some items missing, No, major items missing, Unknown
• Confirm whether your depot has up-to-date one-line electrical drawings and when they were last revised. Options: Yes, within 12 months, Yes, within 24 months, Older than 24 months, No drawings available, Unknown
• Provide the contact name and authority level for your utility account holder who will sign interconnection paperwork.
• Tell us which software systems your team must integrate with, for example your fleet telematics, dispatch system, or building management system, and whether APIs are available. Options: Fleet telematics, Dispatch/route planner, Maintenance/CMMS, Building management system, Utility portal/AMI, No integrations required, Other
• Rate the accessibility of your historical vehicle duty data from 1 to 5, where 1 is not available and 5 is ready to use. Options: 1 - Not available, 2 - Poor, 3 - Partial, 4 - Mostly ready, 5 - Ready to use
• Where would a data gap, missing API, or lack of permissions at your organization immediately force a change in scope or timeline?
• Describe your contingency plan if permits or a utility service upgrade cannot be secured before vehicle arrival.

What Success Looks Like and Signs to Move Fast

• Assuming a short pilot shows a 25 percent reduction in demand charges for your depot, what would stop your team from signing within a week?
• Select which operational metrics your team will use to accept the project. Options: Percent of vehicles charged to target by shift start, Peak demand reduction (kW or %), Charger uptime, Driver compliance with charging schedules, Energy cost per mile, Other
• Tell us who on your team will sign the acceptance certificate once those metrics are met, and what approval level they require. Options: Facilities Director, Fleet Director, CFO/Finance, Operations Manager, Sustainability Officer, Other
• Choose how many months your team expects to realize operating cost savings after go-live. Options: 0-3 months, 3-6 months, 6-12 months, 12+ months, Don't know
• State your project budget envelope amount in USD or select if it is still under evaluation. Options: Less than $100,000, $100,000 to $500,000, $500,000 to $1,000,000, More than $1,000,000, Under evaluation
• Point to the one acceptance criterion that, if proven in a short pilot, would make your team sign immediately.

Implementation Concerns and Early Deployment Details

• When your first EVs arrive, what single staffing gap at your depot will prevent daily readiness?
• Enter how many chargers you plan to have live at initial deployment and the planned full build count.
• Clarify who on your team will coordinate driver training and who will own the training schedule. Options: Fleet training lead, Operations manager, Third-party trainer, Driver supervisors, No one assigned yet, Other
• State whether your depot requires the platform to interoperate with your existing fleet telematics or dispatch system. Options: Required, Nice to have, Not required, Undecided
• Select which service terms matter most to your team for outdoor depot hardware, choose all that apply. Options: Extended warranty period, Onsite spare parts, Guaranteed first-time fix SLA, Remote diagnostics, Annual maintenance contract, Other
• Select your preferred funding approach if required upgrades exceed your current budget. Options: Capital from facilities budget, Vendor financing or lease, Utility incentive covering upgrade, Third-party financing, Delay or phase build, Other

Final Signals and Next Steps

• Would your team be willing to run a two-week pilot that restricts charging to critical shifts if we can guarantee no operational service impact? Options: Yes, Maybe with conditions, No
• Indicate the earliest date your team can provide site access, on-site contacts, and key documents to start a pilot. Options: Within 2 weeks, 2 to 4 weeks, 1 to 2 months, More than 2 months, Not sure
• Please select which stakeholders from your organization must attend a scoping review before work begins. Options: Facilities, Fleet operations, IT, Procurement, Finance, Legal, Operations supervisors, Union representative, Other
• Choose your preferred procurement or contracting route your organization will use. Options: Purchase order (CapEx), Lease, Service contract (Opex), Capital lease, Other
• Point to the decisive factor that would make your organization sign this quarter instead of later this year.
• Select which vendor documents or approvals your team requires to fast track internal approvals. Options: Detailed cost estimate and breakdown, Electrical one-line and load study, Pilot performance guarantee, Warranty and SLA, Proof of prior deployments and references, Insurance and indemnity documents, Other
• Rate how ready your organization is to proceed. Options: Ready to start, Need a pilot first, Require budget approval, Not ready, Unsure

• Charging Solution Walkthrough

• Confirm the current state and its cost
• You confirm the demonstrated design and schedule guarantee that each vehicle will be charged to the required state-of-charge by its first dispatch window.
• Run a site-specific simulation using the buyer's vehicle duty cycles and utility rate details and deliver optimized charging schedules and a cost comparison before the follow-up session.
• Walk through the proposed site design and readiness guarantee
• You accept the projected change in peak demand and energy cost shown in the simulation as a material reduction in financial risk compared to unmanaged charging.
• Produce a preliminary hardware and electrical upgrade scope aligned to the validated charging schedule.
• Run the smart charging schedule simulation on your data
• Provide finalized vehicle arrival dates, individual vehicle duty cycles, and shift schedules, plus the most recent utility bill and a single utility contact for follow-up.
• You agree on the remaining evidence needed to finalize scope and timeline, including the site energy model, utility interconnection plan, and firm vehicle arrival dates.
• Confirm the acceptance criteria for 'fleet readiness', including minimum state-of-charge thresholds and required vehicles per dispatch window.
• Demonstrate timeline and utility risk mitigations
• Validate that this matches your need
• Agree next steps and decision criteria

• Charging Solution Walkthrough
• Solution Experience Deck
• Charging Solution Brief

• meeting
• slides
• document

• Procure and deliver EV chargers and accessories
• Install depot electrical service upgrade (utility-side)
• Install transformer, switchgear, and distribution panels
• Install charger pedestals, mounts, and civil protections
• Run power cabling, conduit, and equipment connections
• Install and configure energy management software with SOC-aware scheduling
• Commission chargers and perform vehicle plug-in validation
• Submit and manage utility interconnection applications and inspections
• Apply for utility incentives, rebates, and tax-credit documentation
• Deploy temporary rental chargers and interim power solutions
• Deploy remote monitoring, managed load control, and demand-response
• Provide driver and depot technician training and handover
• Deliver ongoing maintenance, warranty management, and spare parts program

Procure and deliver EV chargers and accessories

• Do you have a preferred charger power rating for depot chargers (for example 7 kW, 22 kW, 50 kW, 150 kW)? Options: 7 kW, 11 kW, 22 kW, 50 kW, 150 kW, Other / Unsure
• How many chargers do you plan to procure relative to fleet size (provide ratio or exact count)? Options: 1:1 (one charger per vehicle), 1:2, 1:3, Custom quantity
• Which mounting environment do chargers need to support on-site (garage bay, outdoor pedestal, canopy, other)? Options: Indoor garage bay, Outdoor pedestal, Canopy-mounted, Wall-mounted, Other
• Specify required environmental or ingress protection ratings for chargers (for example NEMA 3R, IP66) and any temperature range constraints. Options: NEMA 3R, IP66, Outdoor-rated other, No special requirement
• List required accessories to be procured with chargers (for example cable retractors, surge protectors, network gateway, holsters). Options: Cable retractors, Surge protection device, Networked load management gateway, Connector holsters, Locking receptacles, Other
• Indicate preferred supplier lead time or delivery window for chargers and accessories. Options: 2-4 weeks, 4-8 weeks, 8-12 weeks, 12+ weeks, Flexible

Install depot electrical service upgrade (utility-side)

• Identify the existing utility point of interconnection (POI) service size or meter rating at the depot (amps or service class). Options: <200 A, 200 A - 600 A, 601 A - 1200 A, 1201 A - 3000 A, 3000 A+, Unknown
• Name the utility tariff or rate schedule that currently applies to the site (for example commercial TOU, demand-charge tariff). Options: Commercial time-of-use (TOU), Demand-charge tariff, Municipal flat rate / municipal utility, Other, Unknown
• State the target completion date for the utility-side upgrade relative to the earliest vehicle arrival date. Options: >3 months before arrival, Within 3 months of arrival, By vehicle arrival, After vehicle arrival
• Provide whether you have an executed utility service agreement, a cost estimate, or only an informal quote from the utility. Options: Signed service agreement with POI date, Formal estimate provided, Informal quote only, No engagement yet
• Indicate any known utility constraints that will affect schedule (planned feeder upgrades, outage windows, municipal permitting windows). Options: Planned feeder upgrade, Feeder capacity constraint, Scheduled utility outage windows, No known constraints, Unknown
• What evidence will validate the utility service upgrade is complete and ready for installation (for example signed service agreement with POI date, utility completion notice, energized meter at upgraded capacity)? Options: Signed service agreement with utility POI date, Utility completion / energization notice, Meter energized at upgraded capacity, Other

Install transformer, switchgear, and distribution panels

• Provide the transformer kVA sizing target from your load calculation or enter 'unknown' if not completed. Options: <75 kVA, 75-225 kVA, 225-500 kVA, 500-1000 kVA, 1000+ kVA, Unknown
• Confirm whether a current single-line diagram (SLD) and transformer nameplate photos exist for the site. Options: Complete SLD and nameplate photos available, Partial documentation available, No documentation available
• Specify the planned location for switchgear and distribution panels (indoor electrical room, outdoor pad, rooftop) and any HVAC or space constraints. Options: Indoor electrical room, Outdoor pad-mounted, Rooftop, Other / constrained space
• Describe required coordination or compliance standards for protective device settings (for example NEC edition, National Electrical Safety Code requirements, or local AHJ coordination). Options: NEC coordination required, National Electrical Safety Code (NESC) relevant, Local AHJ-specific coordination, Not specified
• State whether temporary supply or phased cutover is required while replacing transformer or switchgear. Options: Temporary generator or rental transformer required, Phased cutover with temporary metering, Full shutdown acceptable, Not sure
• Identify who will sign off on as-built electrical drawings and nameplate updates after installation. Options: Your electrical engineer, Utility inspector, We will provide sign-off, Third-party inspector

Install charger pedestals, mounts, and civil protections

• Indicate the expected pedestal mounting type and number of pedestal locations on the site plan. Options: Individual pedestal per stall, Island-mounted pedestals, Wall-mounted groups, Custom layout
• Confirm whether existing paving, concrete pads, or ADA clearances meet charger pedestal installation requirements. Options: Paving and pads compliant, Partial upgrades needed, Full paving and pad work required, Unknown
• List civil protection elements required such as bollards, curb cuts, drainage improvements, or canopy footings and reference local impact standards. Options: Bollards for impact protection, Curb/modification, Drainage improvements, Canopy footings, Other
• Specify trenching or coring needs and whether subsurface utility mark-out (811) has been completed. Options: New trenches required, Use existing conduit, 811 locate completed, 811 not completed
• Identify any site civil permits required by AHJ for pedestal foundations or ADA access changes. Options: Building or civil permit required, Only electrical permit required, No permits anticipated, Unknown
• Who will provide as-built civil drawings and post-installation photos for permit closeout? Options: You provide existing drawings, We create as-built drawings, Third-party surveyor provides deliverables

Run power cabling, conduit, and equipment connections

• Specify conductor type and ampacity preferences from your electrical practice (for example copper THHN, aluminum XHHW). Options: Copper THHN, Aluminum XHHW, Other, No preference
• Indicate if new underground conduit runs are required or if existing conduit will be reused. Options: New underground conduit required, Existing conduit reusable, Combination / partial reuse, Unknown
• Estimate maximum cable run length from the main distribution panel to the farthest charger in feet. Options: <50 ft, 50-150 ft, 150-300 ft, 300+ ft, Unknown
• State whether spare conduit capacity should be installed for future expansion and how many spare conduits are desired. Options: No spare required, 1 spare conduit, 2 spare conduits, Custom spare count
• Identify acceptance testing requirements for power cabling (for example insulation resistance megger results, continuity, phase rotation) and who will provide test certificates. Options: Megger and continuity test reports required, Manufacturer commissioning tests suffice, No additional testing specified
• Name the party responsible for final equipment connections and termination verification. Options: You (your contractor), We handle connections, Third-party electrical contractor

Install and configure energy management software with SOC-aware scheduling

• Confirm whether vehicle state-of-charge (SOC) telemetry is available from fleet telematics or vehicle APIs and the expected data format (API, CSV). Options: Live SOC API available, Daily CSV exports available, No SOC telemetry available
• Provide your desired maximum depot aggregate load limit in kilowatts during utility-defined peak windows. Options: <100 kW, 100-250 kW, 250-500 kW, 500+ kW, Unknown
• List the dispatch windows and required SOC targets per vehicle group (for example Delivery Shift A dispatch 06:00, 80% SOC required).
• Identify the fleet management system (FMS) or dispatch platform to integrate for schedule or SOC data and the integration method (API, SFTP, CSV). Options: API integration, SFTP batch files, CSV exports, No integration required
• Specify the optimization goals for scheduling (minimize demand charges, minimize energy cost, guarantee earliest dispatch readiness) and indicate priority order. Options: Guarantee dispatch readiness then minimize demand, Minimize demand then guarantee readiness, Minimize energy cost as primary goal, Custom priority
• What measurable acceptance criteria will confirm charging schedules meet fleet readiness and demand reduction targets (for example all vehicles reach required SOC by dispatch across 5 consecutive business days and depot peak load stays below X kW)? Options: All vehicles meet SOC target for 5 consecutive days, Depot peak load remains below contractual kW threshold, Both conditions required, Other acceptance metric

Commission chargers and perform vehicle plug-in validation

• State whether test vehicles will be available on-site for commissioning and how many vehicles will be used for validation. Options: Full fleet available for testing, Subset of vehicles available, No vehicles available
• Identify the charger communication protocol and firmware baseline to be validated (for example Open Charge Point Protocol (OCPP) version or vendor API). Options: OCPP 1.6, OCPP 2.0.1, Vendor API, Other / Unknown
• Specify the commissioning checklist items needed for each charger (for example pilot/PE detection, earth bonding test, leakage test, state-of-charge telemetry pass-through). Options: Manufacturer commissioning checklist, NEC/Local AHJ checklist, Custom checklist provided, Use standard commissioning template
• Describe how driver charging behavior will be validated during commissioning (for example driver walkthrough, session log review, telematics SOC cross-check). Options: Driver walkthroughs and training, Telematics SOC verification, Review of charging session logs, Combination of above
• What evidence will validate successful charger commissioning and plug-in validation (for example 5 consecutive successful charge sessions per charger, signed commissioning report, charging event data in portal)? Options: 5 consecutive successful sessions per charger, Signed commissioning report and test logs, Portal event data showing energy and session completion, Other
• Name the individual who will provide final commissioning sign-off and their role at the depot. Options: Your facility manager, Your fleet director, Your designated site champion, Other

Submit and manage utility interconnection applications and inspections

• Indicate whether a feasibility or system impact study will be required by the utility for the proposed charger load. Options: Feasibility study required, System impact study required, No study required, Unknown
• Provide any existing interconnection application numbers, prior project references, or utility project IDs if available.
• Select the typical interconnection deliverables you will need us to prepare (single-line diagram, load study, protection relay settings, commissioning reports). Options: Single-line diagram (SLD), Load study / demand analysis, Protection relay settings, Commissioning report, All of the above
• State the target utility approval milestone relative to vehicle arrival (for example 30 days prior, by arrival, after arrival). Options: 30+ days prior, Within 30 days of arrival, By vehicle arrival, After arrival
• Who will be responsible for tracking inspection dates, permit numbers, and utility correspondence during interconnection? Options: You, We, Jointly tracked
• List inspection deliverables required by the AHJ or utility for permission to operate (for example meter socket photo, relay test report, inspector sign-off). Options: Meter socket photos, Relay test report, Inspector sign-off form, Other

Apply for utility incentives, rebates, and tax-credit documentation

• Select the incentive stream(s) you intend to pursue for this project (for example state rebate, utility prescriptive incentive, federal tax credit). Options: State rebate program, Utility prescriptive incentive, Federal tax credit, Local grant / municipality program, Unknown
• Confirm whether you have account-level eligibility documents available such as account statements, W9, or tax documents required by incentive programs. Options: W9 and account statements available, Partial documentation available, No documentation available
• Provide the authorized signer name and title who can submit incentive or rebate applications on your behalf.
• Identify whether vehicle-to-grid (V2G) or demand-response enrollment is required to qualify for any incentive streams. Options: V2G enrollment required, Demand-response enrollment required, Not required, Unknown
• List supporting technical documents available for rebate applications (equipment spec sheets, single-line diagram, commissioning report). Options: Equipment spec sheets, Single-line diagrams, Commissioning report, Other
• Who will track incentive payment milestones and reconcile received incentive funds against project invoices? Options: You, We, Joint reconciliation

Deploy temporary rental chargers and interim power solutions

• Indicate whether temporary charging capacity is required to cover the vehicle arrival period before permanent infrastructure is operational. Options: Yes - temporary chargers required, No temporary chargers required, Unknown
• Estimate the duration temporary charging will be needed in weeks. Options: <2 weeks, 2-6 weeks, 6-12 weeks, 12+ weeks
• Choose the temporary charger power class needed (for example Level 2 7-22 kW, DC fast 50 kW) and quantity. Options: Level 2 (7-22 kW), DC fast (~50 kW), Other
• Report any site constraints that will affect temporary charger siting such as parking layout, required permits, or electrical access limitations. Options: Parking layout limits placement, Permits required for temporary equipment, Electrical access constraints, No constraints
• Identify the party responsible for rental logistics, staging, and return coordination for temporary equipment. Options: You, We, Rental equipment supplier
• Specify whether temporary metering or temporary transformer hookup will be needed to support rental chargers. Options: Temporary metering required, Temporary transformer required, Generator hire required, None

• Master Services Agreement (MSA)
• Statement of Work (SOW)
• Hardware Purchase Agreement
• Software Subscription Order Form
• Service Level Agreement (SLA)
• Payment & Milestone Schedule
• Acceptance Test Protocol & Acceptance Certificate
• Change Order Agreement
• Utility & Permitting Responsibility Matrix
• Authorization to Act for Utility Filings
• Warranty & Maintenance Agreement
• Public Sector Procurement & Security Rider (conditional)
• Termination & Exit Plan

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

• Re-confirm success criteria and owners
• Collect incident logs for any utility events or forced curtailments that affected the measurement window and attach to the acceptance package.
• Restate Solution Scope acceptance criteria
• Produce a documented acceptance decision against each numeric target recorded in Solution Scope, with pass/fail status captured in the meeting record.
• If any criteria fail, finalize a remediation and verification plan with concrete verification steps and completion deadlines.
• Publish the acceptance record listing each Solution Scope criterion, measured outcome, pass/fail result, and the buyer signatory or documented acceptance statement.
• If applicable, create a remediation tracker that lists required fixes, verification tests, and target close dates for each failed acceptance item.
• Confirm the legacy system decommission checklist is complete or document required actions to reach decommissioned/read-only state.
• Trend review of key metrics
• Confirm the solution continues to meet the percent-ready and peak demand performance targets recorded in Solution Scope or document agreed optimizations to correct any drift.
• Maintain a short list of prioritized maintenance and enhancement items with scheduled windows for implementation and verification.
• Publish the quarterly performance summary with metric trends, open incidents, and the prioritized enhancement backlog.
• Schedule confirmed maintenance and testing windows for any firmware or configuration changes that require verification of metric impact.
• Update the incident tracker with resolution dates for any outstanding high-priority faults affecting fleet readiness.
• Confirm deployment components are installed and commissioned per the documented checks in Configuration Details and Installation & Commissioning.
• Capture and prioritize all open issues with target remediation dates to prevent schedule slip into the measurement window.
• Publish a short remediation log listing each open issue, root-cause, and target resolution date within 48 hours.
• Collect and deliver starter telemetry export covering charger session starts, session durations, and driver-reported errors for the first 14 days.
• Present first-window performance data
• Establish whether percent of vehicles fully charged by dispatch and peak meter demand are on track to meet Solution Scope targets within the agreed timeline.
• Document a prioritized remediation plan with target completion dates to correct any metric shortfalls before the acceptance gate.
• Deliver a data-backed remediation plan that lists each corrective action, its expected metric impact, and completion date.
• Schedule a focused technical follow-up to apply any agreed charging schedule or demand threshold changes and record before/after telemetry.
• Present outcome data against each criterion
• Deployment and commissioning validation
• Open incidents and warranty/maintenance status
• Diagnose gaps and root causes
• Early adoption and usage signals
• Agree corrective actions and timeline
• Enhancement and configuration requests
• Document pass or fail per criterion and record decision
• Incumbent system wind-down
• Open issues and blockers
• Agree next quarter operational tasks
• Confirm readiness for acceptance gate
• Agree remediation and closeout timeline for any failed criteria