BESS Project Screening Checklist

A first-stage screening tool for determining whether a proposed BESS opportunity is sufficiently defined for feasibility work, covering use case, sizing, grid connection, safety and commercial basis.

2026-08-26

Tools, Frameworks & Checklists

BESS Project Screening Checklist

BESS Project Screening Checklist

 

Executive Summary

A first-stage screening tool for determining whether a proposed BESS opportunity is sufficiently defined for feasibility work.

How to Use the Tool

Use this as an initial structured discussion and screening instrument. Record evidence for each answer and identify items requiring deeper engineering review.

Screening Questions

  • Use case defined?
  • Power (MW) requirement defined?
  • Energy duration (MWh/hours) defined?
  • Load/generation profiles available?
  • Grid-connection point known?
  • Revenue/savings mechanism identified?
  • Site and space constraints known?
  • Safety/fire requirements identified?
  • Battery degradation/warranty assumptions defined?
  • Control/EMS interfaces understood?
  • CAPEX/OPEX basis available?
  • Permitting and procurement route considered?

Scored Assessment Worksheet

Score 0 = unknown/not established, 1 = initial/fragmented, 2 = defined but incomplete, 3 = established and evidenced.

Note: entries in this tool are not saved automatically. Please record or screenshot your results before leaving this page.

Assessment Area Score 0–3 Evidence / Comment Action Owner
Use case
MW requirement
MWh/duration
Profiles/data
Grid connection
Value mechanism
Site/layout
Safety/fire
Degradation/warranty
EMS/SCADA
Lifecycle economics
Permitting/procurement

Interpretation

  • 0–14: low readiness, close major definition gaps before procurement or scale.
  • 15–25: developing readiness, proceed with targeted studies and actions.
  • 26–36: good initial readiness, validate critical assumptions and move to the next decision gate.

Priority Action Register

Priority Gap/Risk Required Action Owner Target Date

 

Related GSC Capabilities

Strategic Advisory, Engineering Excellence, Project Leadership, Training & Capacity Building.

 

 

Discuss this topic with GSC.

Sage Davis
Software Engineer

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