What this guide helps you evaluate
commercial property, facilities and project teams evaluating capital projects and building-lifecycle services where scope control, asset condition and transition economics are material. This renewal and contract checklist helps organize a decision about energy retrofit performance contract.
This page is designed to help you compare the moving parts, organize due diligence and ask better questions before you commit money, sign a contract or change an operating process.
Define the business outcome, decision owner, expected term and the evidence needed to validate energy baseline and savings guarantee.
Normalize energy baseline and savings guarantee, equipment scope measurement and verification and financing service terms and performance remedies before comparing proposals or internal options.
Keep assumptions separate from verified facts and record the source, date and owner for material requirements.
What to compare first
- energy baseline and savings guarantee
- equipment scope measurement and verification
- financing service terms and performance remedies
- asset and project scope
- delivery responsibility and acceptance criteria
- capital cost, operating impact and lifecycle evidence
Step-by-step process
- 01
Record renewal, notice, termination, price-change and evidence deadlines from the signed agreement.
- 02
Compare actual performance and usage against the original assumptions for energy baseline and savings guarantee, equipment scope measurement and verification, financing service terms and performance remedies.
- 03
Reconcile invoices, service issues, credits, commitments and unresolved obligations.
- 04
Benchmark current economics and identify terms that need repricing, clarification or risk reallocation.
- 05
Document the renew, renegotiate or exit decision before contractual notice windows expire.
Common mistakes and risk checks
- approving projects without a measured baseline
- underestimating landlord tenant or operational interfaces
- failing to define acceptance, warranty and handover evidence
- Treating a renewal and contract checklist as a substitute for signed agreements, current official rules or qualified professional review.
Documents and evidence to collect
- asset condition and building inventory
- lease or project requirements
- budget and baseline operating data
- provider proposal and project schedule
Questions to ask before approval
- How is energy baseline and savings guarantee defined, measured and evidenced?
- What changes if equipment scope measurement and verification is higher or lower than the base case?
- Which fees, exclusions, implementation tasks or operating duties sit outside financing service terms and performance remedies?