Starting the conversation: why this matters now

• Tell me briefly why workplace charging is on your agenda today and who raised it first in your organization.
• How many employees at this location do you estimate already commute in an EV? Options: 0–5, 6–20, 21–50, 51–100, 100+
• When was the last time you ran a tenant benefits or commute survey that included charging questions? Options: In the last 3 months, 3–12 months ago, Over a year ago, Never
• Walk me through a typical weekday morning in the garage from arrival to peak occupancy, including any tenant or visitor patterns you notice.
• Which of these stakeholders will need to sign off for a new charging program? Options: Facilities director, VP of HR, Property owner or asset manager, Tenant representative, Legal, CFO, Parking operator, Other
• Who will be the day-to-day contact for tenant communications and approvals? Options: Facilities manager, Property manager, HR lead, Third-party parking operator, Other
• Why would you decide not to move forward after a site assessment, for example a utility upgrade cost, tenant objections, or timeline conflicts?

Where keeping things the same actually costs you

• If you left the garage without charging for the next 12 months, what specific leasing or retention outcome would most likely happen?
• Describe any recent incidents where lack of charging affected a recruiting conversation or a tenant negotiation.
• How many tenants have already asked for reserved or dedicated EV stalls? Options: None, 1–2 tenants, 3–5 tenants, More than 5 tenants, Not sure
• When you think about a new program, what budget horizon do you have in mind for capital and annual operating costs? Options: Capital only this year, Capital next budget year, Capital + operating budget available, No budget yet
• Which of the following consequences would make this project a top priority for leadership? Options: Losing tenants, Losing recruits, Meeting sustainability targets, Competitive disadvantage, Tenant complaints rise, Other
• What single acceptance criterion, if met by a pilot, would get you to move forward immediately?

Where the technical limits live and what breaks first

• Where do you expect the biggest technical risk to be, electrical capacity, metering, or garage access control? Options: Electrical capacity / switchgear, Metering and billing, Garage access and gate control, Physical layout and conduit space, Unsure
• Estimate the available spare electrical capacity in the building main or garage switchgear in kilowatts or amps. Options: Under 50 kW, 50–150 kW, 150–300 kW, Over 300 kW, I do not know
• Who owns the electrical drawings and single line diagrams needed for scope and permitting? Options: Building engineer, Third-party electrical consultant, In-house engineering team, Utility, Unknown
• Is there an existing submetering or tenant billing meter that could be used, or would new metering be required? Options: Existing submeters available, Shared building meter only, New submetering required, Unsure
• If a utility upgrade were required, are you prepared to lead the application and cover any interconnection deposits? Options: Yes, we will lead and pay, No, we need vendor support, We need to discuss with ownership, Unsure
• Name the utility account manager or contact who handles large electrical service requests for the site, if known.

Who's on the chargers and how you'll measure success

• Imagine the program runs for six months, what utilization rate per charger would convince you this met the employee benefit goal? Options: Under 10%, 10–25%, 26–50%, 51–75%, Over 75%
• Tell me which user groups matter most for you, employees, visitors, fleet, or tenants with dedicated stalls. Options: Employees, Visitors, Onsite fleet, Tenants with dedicated stalls, All of the above
• In months, how quickly do you expect employees to adopt charging after launch? Options: 1–2 months, 3–4 months, 5–6 months, 6+ months, Unsure
• Have you measured daily parking occupancy and turnover in the garage recently? Options: Yes, within last month, Yes, within last 6 months, Data older than 6 months, No
• Rate how important per-tenant billing accuracy is on a scale from 1 to 5. Options: 1, 2, 3, 4, 5
• What would cause you to pause the program after a pilot, for example metering issues, unexpected upgrade costs, or low adoption?

Who else is on the table: incumbents and DIY options

• Name the alternatives you are actively considering right now, including internal options and any incumbent providers.
• List any internal project or facilities teams that have proposed solving charging without an outside vendor.
• Are you currently under contract with an incumbent charging provider or hardware vendor for this site? Options: Active contract on site, Contract expiring soon, No contract, Unsure
• Could your current approach be made to work by investing only in software or operational changes instead of new hardware? Options: Yes, likely, Maybe with modest changes, No, hardware changes needed, Unsure
• Explain what success would look like if you stayed with the current provider for another year.
• Identify the single detail about an incumbent or an internal plan that would cause you to reject it outright.

Operational readiness: who, what, and the gating constraints

• Given your current headcount and parking policy, do you have a staff member who can manage daily reporting and tenant billing exceptions? Options: Yes, dedicated staff, Part-time staff, No, will need vendor support, Unsure
• Confirm whether you control access to the garage gate systems and whether API integration is permitted. Options: Full control with API allowed, Control without API access, Managed by tenant or third party, Unknown
• Estimate how many hours per month your facilities team could dedicate to a charging pilot. Options: Under 5 hours, 5–15 hours, 15–40 hours, Over 40 hours, None available
• Is there a facilities budget line for tenant electricity or amenity utilities that could cover operating costs? Options: Yes, available, Yes, but limited, No dedicated budget, Unsure
• List any required internal approvals or committees that must sign off before construction work begins.
• Could regulatory or building code issues, such as AHJ restrictions on the garage, stop the project before permits are approved? Options: Yes, No, Probably not, Unsure

How you will measure success and who decides

• Imagine the pilot proves adoption matches your forecast, would you be prepared to commit to rollout funding within 30 days? Options: Yes, Need CFO approval, Need board or owner approval, Not ready
• Explain which KPIs you will use to decide pilot success, utilization, per-stall revenue, tenant satisfaction, or other metrics. Options: Utilization, Per-stall revenue, Tenant satisfaction, Reduction in complaints, Other
• Rate the importance of automated tenant billing accuracy relative to a simple flat-fee model, 5 is critical. Options: 1, 2, 3, 4, 5
• Share any target timelines your procurement or capital planning team has for decisions this quarter. Options: Decision within 2 weeks, Decision in 1 month, Decision in 2–3 months, No target timeline
• Are there lease clauses or tenant agreements that limit where or how you can charge visitors? Options: Yes, material restrictions, Some restrictions to consider, No known restrictions, Unsure
• Identify the single operational failure mode, such as billing disputes or charger downtime, that would make you pause the program.

Next steps, pilot design, and commitment

• Would a short pilot focused on one floor or tenant group reduce your risk enough to proceed? Options: Yes, Maybe, No
• Select the earliest realistic launch window you can support for site assessment, permitting, and installation. Options: 0–3 months, 3–6 months, 6–9 months, 9+ months
• Confirm whether your team can provide drawings and parking counts within 10 business days of engagement. Options: Yes, No, Need more time
• Provide the name and email of the person who will approve contracts if the commercial terms meet your acceptance criteria.
• Do you have a preferred procurement or P-Card process we need to follow for small capital projects? Options: Yes, we will share process, No formal process, Use owner procurement, Unsure
• Can your team commit to a decision timeline after a pilot, for example signing within two weeks if acceptance criteria are met? Options: Yes, No, Need to negotiate

• Program Experience Session

• Orientation: end-to-end program and timeline
• You confirm the restated current state and the financial and retention consequences as accurate.
• Provide tenant mix, parking layout, electrical capacity figures, and the latest tenant survey responses before the forecast run.
• You confirm the tenant billing and access-control workflow shown would eliminate the specific operational gaps you described in Discovery.
• Confirm the current state and its cost
• Deliver a site-specific utilization and electrical capacity forecast using the provided tenant mix and survey results within three business days after receiving inputs.
• Proof: tenant billing and access-control workflows using your tenant mix
• Provide 1-2 sample tenant billing rules or preferred fee structures for validation in the next session.
• You accept the load-management outcome as feasible for your electrical capacity or identify the point at which a utility upgrade is required.
• Proof: load-management on your electrical capacity
• You agree the remaining evidence needed to finalize commercial terms and set a target decision date.
• Confirm the internal decision timeline and the acceptance criteria that will trigger go/no-go approval.
• Service, incentives, and acceptance criteria
• Validate the demonstrated outcomes
• Agree next evidence and decision steps

• Program Experience Session
• Solution Experience Deck
• Program Solution Brief

• meeting
• slides
• document

• Install Level 2 Charging Stations
• Install DC Fast Chargers
• Install Electrical Distribution, Metering, and Panels
• Coordinate Utility Interconnection and Capacity Upgrades
• Deploy Network Management Software and Monitoring
• Configure Dynamic Load Management
• Configure Access Control and User Provisioning
• Configure Per-Tenant Billing and Payment Processing
• Commission and Test Charging System
• Submit Tax Credit and Incentive Applications
• Provide Ongoing Maintenance and SLA Support
• Install Signage, Stall Markings, and Wayfinding
• Deliver Employee and Tenant Enrollment Communications
• Manage Warranty Claims and Spare Parts Provisioning

Install Level 2 Charging Stations

• How many Level 2 charging ports do you want installed initially (count by parking stall)? Options: 1-4, 5-10, 11-20, 21+
• Which parking areas are candidates for Level 2 stations (select by type and level)? Options: Surface lot, Garage level(s), Reserved tenant stalls, Visitor/short-term stalls
• Require weather-rated enclosures or canopy-mounted pedestals for any Level 2 locations? Options: Yes, No, Depends on location
• Provide the stall identification format we should use for installer placement and signage (for example: G1-G10, R1-R5).
• List any tenant allocation priorities or lease clauses that affect which stalls are used for charging (for example reserved stalls for Tenant A).
• Are there existing parking permits, concierge programs, or tenant parking zones that will constrain Level 2 placement? Options: Yes, No

Install DC Fast Chargers

• How many DC fast charging (DCFC) dispensers do you expect to install at initial deployment (count of dispensers)? Options: 0, 1-2, 3-4, 5+
• Which specific curbside or forecourt areas are being considered for DCFC (describe location and level)?
• Would you prefer integrated payment kiosks at DCFC bays or app-only payment via the networked platform? Options: Integrated kiosk, App-only payments, Both
• Name the person on your facilities team who will approve concrete pad cutting, trenching, and bollard placement for DCFC.
• State the maximum available delivered power at the proposed DCFC location in kW or continuous amps per the site assessment.
• Any vehicle clearance, turning-radius, or ADA constraints at the proposed forecourt that affect dispenser placement? Options: Yes, No

Install Electrical Distribution, Metering, and Panels

• Which electrical documents can you provide from the building: single-line diagram (SLD), panel schedule, and as-built service drawing? Options: Single-line diagram (SLD), Panel schedule, As-built service drawing, None available
• Upload or summarize the main service amperage and meter point designation shown on the latest utility bill (for example: 1200 A at meter M-1).
• Which metering approach will you accept for tenant billing: separate revenue-grade kWh meter, shared building meter, or submetering per stall? Options: Separate tenant meters, Shared building meter, Submetering
• Identify who will own and operate new distribution equipment after installation (building owner, property manager, or a third-party maintainer). Options: Building owner, Property manager, Third-party maintenance provider, Undecided
• Specify any physical constraints in the electrical room (limited breaker spaces, conduit chase fill limits, transformer clearance) that could limit new panels.
• What measurable acceptance criteria will confirm electrical upgrades are complete (for example: signed final SLD uploaded, installed breakers tested to the panel schedule, revenue-grade meter installed and labeled)?

Coordinate Utility Interconnection and Capacity Upgrades

• Have you filed a utility interconnection application or received a make-ready estimate from the local utility? Options: Yes - application filed, Estimate only, No
• Provide the current service entrance capacity and available spare amps per the utility or recent load letter.
• Name your primary utility contact for interconnection coordination (include role and preferred contact info).
• List any utility-requested studies, equipment upgrades, or fees disclosed during site assessment (for example: transformer replacement, SCADA tie-in, easement work).
• What evidence will validate utility interconnection and capacity upgrade completion (for example: signed interconnection agreement, utility-issued meter set approval, and final utility invoice)?
• Confirm whether you expect the project to fund utility upgrades upfront or require landlord/owner reimbursement or financing options. Options: Buyer funds upfront, Owner/landlord funds, Need financing discussion, Shared cost split

Deploy Network Management Software and Monitoring

• Which building systems must the charging network integrate with (for example garage gate controller, access control system, or building management system)? Options: Garage gate control, Access control, Building management system (BMS), None
• Require OCPP (Open Charge Point Protocol) or another open protocol for charger communication to your platform? Options: OCPP required, Proprietary allowed, Undecided
• Indicate preferred network provisioning for chargers: Ethernet to switch, dedicated Wi-Fi SSID, cellular modem, or captive-portal Wi-Fi. Options: Ethernet backhaul, Dedicated Wi‑Fi SSID, Cellular modem, Captive portal
• Who on your IT team will coordinate firewall rules and port openings to allow charger telemetry and API access?
• Which monitoring KPIs must be available at go-live (for example real-time occupancy, per-stall kWh, fault alerts, utilization trends)? Options: Real-time occupancy, Per-stall kWh, Fault alerts, Utilization trends, Custom
• Are there cybersecurity or TLS certificate requirements for remote device management we should plan for? Options: Yes, No, Need to confirm

Configure Dynamic Load Management

• Estimate the percentage of installed stations you expect to be charging concurrently during the site's peak hour (for load-management planning). Options: 25%, 50%, 75%, 100%
• Which distribution panels or subpanels (identify by panel ID from the panel schedule) should be included in the dynamic load-management domain?
• Select the primary load-management objective you prioritize: maximize simultaneity, minimize demand charges, or guarantee reserved amps per tenant. Options: Maximize simultaneity, Minimize demand charges, Guarantee reserved amps per tenant, Balance objectives
• What maximum continuous per-station current (amps) should be enforced by default during peak periods? Options: 8 A, 12 A, 16 A, 20 A, Custom
• Who will approve automated load-shedding events and escalation rules during utility curtailment or emergency events?
• Confirm whether overrides are allowed for emergency vehicles or fleet charging that bypass normal load-management limits. Options: Allow overrides for emergency/fleet, No overrides allowed, Allow with manual approval

Configure Access Control and User Provisioning

• How will employees and tenants be identified for charger access: badge reader (employee ID), corporate single sign-on (SSO), phone app account, or email invite? Options: Badge reader (ID), Corporate SSO, Phone app account, Email invite
• Do you require per-tenant access windows (for example Tenant A: 7am–7pm, Tenant B: 24/7) enforced at the charger level? Options: Yes, No, Some tenants only
• Upload the list of tenant admin contacts and indicate your preferred user import method (CSV upload or API provisioning). Options: CSV upload, API provisioning, Manual entry
• Are there HR, union, or privacy policies that restrict sharing employee identifiers (for example license plate, employee ID) with third-party systems? Options: Yes, No, Need to confirm
• Which user attributes must be captured for billing and compliance (choose all that apply)? Options: Employee ID, License plate, Company cost center, Email address, Other
• Who will handle ongoing user provisioning (onboarding and offboarding) and at what cadence (daily, weekly, ad hoc)? Options: Daily, Weekly, Ad hoc, Other

Configure Per-Tenant Billing and Payment Processing

• Which billing model do you prefer per tenant: tenant account billing, employee-billed per charge, or included as a tenant amenity? Options: Tenant account billing, Employee-billed, Included as amenity, Hybrid
• Do you require cost-center or general ledger (GL) mapping for each tenant's invoices to feed your accounting system? Options: Yes, No, Partial
• Indicate your preferred invoice cadence and format for tenant billing (for example monthly PDF or CSV export). Options: Monthly PDF, Quarterly, On-demand CSV, Custom
• Which payment settlement flows do you accept for transaction capture (for example direct tenant invoice, payment card via portal, payroll deduction)? Options: Tenant invoice, Card via portal, Payroll deduction, Other
• Are there tax jurisdiction rules or sales-tax exemption requirements that must be applied to tenant billing? Options: Yes, No, Need to confirm
• Who will be the authorized signer to approve billing terms and merchant account setup for the property?

Commission and Test Charging System

• Which commissioning test scripts do you require to be executed (connectivity, per-stall kWh metering accuracy, payment transaction, load-management cutover)? Options: Connectivity, kWh metering accuracy, Payment transaction, Load-management cutover
• Provide preferred commissioning windows when tenant vehicle traffic is minimal for live testing and user acceptance trials.
• How will you verify and accept system commissioning (for example AHJ inspection passed, per-stall kWh within ±2% of a reference meter, successful tenant payment transaction)?
• Who on your team will sign the commissioning checklist and formally accept the charging system into operational status?
• Are there AHJ inspection items or municipal pre-energization permits required before stations can be energized? Options: Yes, No, Need to confirm
• List any tenant-specific acceptance tests we should perform (for example reserved-stall booking, visitor payment refunds, fleet priority scenarios).

Submit Tax Credit and Incentive Applications

• Which incentive programs do you plan to pursue (for example federal investment tax credit (ITC), state rebate, or utility rebate)? Options: Federal ITC, State rebate, Utility rebate, Local grant
• Do you have required tax and entity documentation available for applications (for example W-9, organization legal name, and finance contact)? Options: Yes - all available, Partial, No
• Provide the project cost breakout to use in applications (hardware, labor, utility upgrades, network fees).
• Who will be the finance or tax contact authorized to sign and submit incentive paperwork?
• Are there vendor or hardware eligibility constraints in your target state program (for example approved hardware lists or certified installers)? Options: Yes, No, Unknown
• Specify any incentive application deadlines or completion-by dates that will constrain project scheduling.

• Master Services Agreement (MSA)
• Statement of Work (SOW)
• Order Form and Billing Schedule
• Equipment Purchase Addendum
• Utility Upgrade & Metering Responsibility Schedule
• Authorization to Act for Utility Filings
• Project Milestones & Acceptance Criteria
• Service Level Agreement (SLA)
• Data Processing Agreement (DPA)
• HIPAA Business Associate Addendum (conditional)
• Incentive & Rebate Support Addendum
• Change Order Agreement

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

• Schedule any required tenant- or employee-facing communications needed to drive adoption or clarify billing policies.
• Produce a documented pass/fail outcome for each acceptance criterion listed in Solution Scope.
• If any criterion is not met, agree specific remediation tasks, timelines, and verification data required for final acceptance.
• Capture the named buyer signatory and store the acceptance record in the shared workspace.
• Publish the Acceptance Gate report recording each criterion's pass/fail status and the named signatory or buyer decision note.
• For any failed or conditional items, open tracked remediation tasks with verification checkpoints and target completion dates.
• Confirm the schedule and data requirements for the first Ongoing Quarterly Success Review.
• Quarterly performance dashboard
• Verify that utilization and billing accuracy metrics remain within acceptable bounds or document specific improvement plans where they do not.
• Ensure the maintenance ticket backlog is decreasing or is under a defined remediation plan with owners and dates.
• Agree the prioritized list of operational improvements and when each will be executed or re-evaluated.
• Produce the quarterly performance packet including time-series for utilization, billing accuracy samples, and incident resolution metrics.
• Create or update remediation tasks for any metric trending below target, with specific acceptance criteria for closure.
• Re-confirm Solution Scope acceptance criteria and owners
• Confirm that deployed chargers and network configuration match the Solution Scope equipment counts and layouts.
• Establish owners and target dates for any go-live defects or onboarding gaps identified during the session.
• Agree the date and data deliverables for the First Measurement Review.
• Publish a short go-live validation checklist showing pass/fail for each Solution Scope item and circulate to stakeholders.
• Create a prioritized issue list with remediation owners and target resolution dates in the shared workspace.
• Schedule the First Measurement Review and specify the data extracts required for that meeting.
• Present first-period data vs Solution Scope targets
• Determine whether charger utilization rate and employee adoption rate are trending toward the Solution Scope targets, or document specific causes if not.
• Agree a concrete remediation plan with named owners and dates to correct any material gaps before the acceptance gate.
• Confirm the dataset and reporting format to be used at the Acceptance Gate meeting.
• Deliver a verified usage report that includes sessions per charger per week, unique employee users, and summary of load-management events for the measurement window.
• Open remediation tasks for each root cause identified, with a target completion date prior to the Acceptance Gate meeting.
• Validate per-tenant billing event samples to confirm billing attribution logic and record any required corrections.
• Restate numeric acceptance criteria from Solution Scope
• Deployment completion verification
• Present outcome data against each criterion
• Operational incidents and root causes
• Root-cause analysis for any shortfalls
• Enhancement and maintenance requests
• Operational issues and tickets review
• Onboarding and communication status
• Document pass/fail for each criterion
• Agree corrective actions and timeline to acceptance gate
• Formal acceptance decision and signatory
• Action register and follow-up
• Early operational signals
• Open issues and immediate remediation