Pre-assessment
Tell us your site, target system, data availability and main issue. No raw operational data are required initially.
Clear project scope, deliverables and M&V rules
From pre-assessment through proposal, contract, analysis, review and follow-up verification, we explain how the work is carried out and how data are protected.
This public page summarizes commercial principles only. It is not an offer, legal advice, a complete contract or a promise of savings. The signed Korean/English contract and its SOW prevail.
1. Consulting process
Scope & confidentiality
Define metering boundary, study period, datasets, site access, and any non-disclosure or secure transfer agreement.
Proposal & quotation
Agree on selected service(s), work scope, deliverables, schedule, assumptions, fees and expenses.
Contract & kickoff
Confirm parties, scope of work, change handling, roles, payment milestones and authorized contacts.
Analysis & review
Validate MES/EMS/BEMS data, assess drivers and KPIs, test opportunities and prepare agreed outputs.
Acceptance & follow-up
Deliver reports and models, complete agreed review/corrections, and optionally extend to Test & Adjust and M&V.
2. Key contract conditions
| Category | Principle and practical application |
|---|---|
| Scope and exclusions | The SOW identifies sites, systems, measurements, dates, analysis services, on-site work and exclusions. Changes require written agreement. |
| Fee and payment | The final fee, currency, VAT, payment dates and travel/metering expenses are set out in the quotation and executed contract; published ranges are illustrative. |
| Schedule and client cooperation | Project dates assume access to agreed data, equipment information and responsible staff. Delays in inputs may change the schedule by agreement. |
| Deliverables and acceptance | List reports, scripts, datasets and meetings in the SOW. Allow a defined review period, written change requests and a mutually agreed correction process. |
| Data confidentiality & privacy | The client retains its source data. Establish secure transfer, authorized access, retention/deletion, confidentiality and any personal-data obligations before exchanging files. |
| Ownership and reuse | Client-specific data and contract deliverables follow the executed license/ownership clause; pre-existing methods and generic tools remain separately identified. |
| M&V and savings claims | A model or recommendation does not guarantee energy savings. Verified saving requires a predefined boundary and protocol: Adjusted Baseline minus metered Actual, with suitable adjustments and uncertainty review. |
| Change, suspension and termination | Material changes, additional equipment, delayed inputs and termination settlement require written procedures; dispute resolution follows the executed contract. |
3. Deliverables by service
| Service | Contract deliverables | Typical decision |
|---|---|---|
| Basic data diagnosis | Data quality checklist, consumption structure, KPI shortlist | Proceed to detailed modelling? |
| Baseline & M&V model | Regression formula, validation and M&V plan | Is the baseline fit for reporting? |
| Detailed process/utility analysis | Equipment KPIs, opportunities, priorities | Which improvements merit testing? |
| Test & Adjust | Protocol, observations, comparison and safety checks | Which operating setting is acceptable? |
| Continuous M&V | Monthly trends, alerts, performance review | What corrective action is required? |
| Training | Course material, exercises and templates | Can the client team carry out routine analysis? |
Fees are finalized only after confirming site conditions and scope.
4. Measurement & verification principles
Baseline and actual energy
Energy saving = Adjusted Baseline Energy − Actual Energy; evaluated only for comparable operating periods and agreed measurement boundaries.
Evidence levels and limitations
Keep Verified Saving, Saving Potential, Simulation and DEMO separate. Document excluded observations, model uncertainty, atypical events and client approvals.
Ready to discuss your project?
Submit a pre-assessment first, then we can clarify the data boundary, service scope and individual quotation.