| 1 | Application and Load Profile | Identify whether the system will provide peak shaving, renewable-energy shifting, backup power, microgrid operation, frequency regulation, or a combination of services. | Collect at least 12 months of interval load data. Use 15-minute or 30-minute measurements where available, including peak demand in kW and energy consumption in kWh. | Can the proposed system be sized from measured load data rather than average monthly consumption? Which operating modes can run simultaneously? |
| 2 | Power and Energy Rating | Separate the required instantaneous power from the required stored energy. Motor starting, transformer energization, and short-duration surges may require more power than the average load. | Specify both rated power (kW/MW) and usable energy (kWh/MWh). For a two-hour application, the nominal power-to-energy relationship is approximately 1 kW to 2 kWh before losses and reserve margins. | Are the ratings continuous, peak, or emergency-only? Are inverter overload capability, surge duration, and power factor clearly stated? |
| 3 | Autonomy and Reserve Capacity | Define how long critical loads must operate during a grid outage and whether a minimum state of charge must be reserved for emergencies. | Calculate autonomy as usable energy divided by actual critical-load demand. Include inverter losses, temperature effects, battery aging, and a site-specific reserve; do not size from nameplate energy alone. | Is the guaranteed backup duration based on end-of-life capacity and the lowest expected operating temperature? What reserve state-of-charge limits can be configured? |
| 4 | Battery Chemistry and Safety | Choose the chemistry according to cycle life, energy density, ambient conditions, safety requirements, maintenance expectations, and transport constraints. | Lithium iron phosphate is commonly selected for stationary storage because of its thermal stability and cycle performance. Confirm the complete battery safety design rather than relying on chemistry alone. | Are cell, module, rack, and container protections coordinated? Are battery-management, thermal-management, smoke-detection, fire-response, and emergency-shutdown functions documented? |
| 5 | Efficiency and Usable Capacity | Compare the energy delivered to the load with the energy drawn from the grid or renewable source, using the same test boundary for every quotation. | Request both battery round-trip efficiency and complete system round-trip efficiency. For many modern lithium-ion systems, the battery-level value is commonly above 90%, while the full system value is lower after inverter, transformer, HVAC, and standby consumption. | Is efficiency measured at a specified power level, temperature, state-of-charge window, and auxiliary-load condition? Is usable energy guaranteed at commissioning and at end of warranty? |
| 6 | Operating Temperature and Environment | Record the site's ambient temperature range, humidity, altitude, dust, salt exposure, flooding risk, seismic conditions, and indoor or outdoor installation status. | Many systems are designed for controlled operation around 15–30 °C; charging limits may apply near or below 0 °C. High altitude can reduce cooling performance and may require derating. | What are the normal and maximum operating limits? At what temperature does charging stop or power derate? Are enclosure ingress protection, corrosion protection, and altitude ratings documented? |
| 7 | Grid and Electrical Compatibility | Define nominal voltage, frequency, phase arrangement, connection point, grounding method, short-circuit level, and local utility interconnection requirements. | Common grid frequencies are 50 Hz and 60 Hz. Specify AC voltage, transformer requirements, reactive-power capability, power factor range, and anti-islanding behavior for grid-connected systems. | Which grid-code tests and protection settings are supported? Can the system provide reactive power, black start, seamless transfer, and synchronization within the required limits? |
| 8 | Cycle Life and Warranty Conditions | Define expected cycles per day, average depth of discharge, annual throughput, charging rate, standby periods, and the required capacity retention. | Cycle life is meaningful only with its test conditions. Compare depth of discharge, charge and discharge power, temperature, end-of-life capacity threshold, and permitted calendar age. | Does the warranty specify capacity retention, energy throughput, cycle count, availability, response time, and exclusions? Who owns performance data and how are warranty claims tested? |
| 9 | Controls, Monitoring, and Cybersecurity | Determine required interfaces with the energy-management system, SCADA, building-management system, utility meter, renewable inverter, and backup generator. | Specify communication protocols, data intervals, alarms, event logs, remote-access permissions, time synchronization, user roles, and local manual controls. Separate safety controls from external network functions. | Are Modbus TCP, Modbus RTU, IEC 61850, or other required interfaces supported? Can remote access be disabled, authenticated, logged, and updated without compromising local safety functions? |
| 10 | Compliance, Installation, and Lifecycle Support | Assess permitting, fire protection, transportation, commissioning, spare parts, training, maintenance, software support, recycling, and end-of-life handling in the target country. | Require project-specific drawings, protection studies, hazard analysis, emergency procedures, installation clearances, commissioning tests, and local service response commitments before purchase. | Which international, national, and utility standards apply to the site? Who is responsible for permits, civil works, testing, operator training, incident reporting, decommissioning, and battery recycling? |