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CHECKLIST

Solar PV & BESS Technical Bankability Checklist

This is a preview of the checklist OctaSol Energy uses on every independent technical due diligence and owner's engineering assignment. Two of the nine categories are shown in full below. The complete checklist, covering equipment bankability, grid compliance, BESS sizing, EPC capability, construction QA, commissioning, and commercial red flags, is available on request.

2 of 9 categories shown in full below

CATEGORY 01 / 09

Site & Resource Assessment

  • Irradiance data source: Is GHI/DNI derived from a bankable dataset (e.g. Solargis, Meteonorm) with an on-site or nearby ground-station cross-check, not satellite data alone?

  • P50/P90 basis: Is the energy yield estimate presented with uncertainty bands, and is the P90 figure the one used in the financial model?

  • Land tenure: Is site control secured (lease/freehold) for the full project life plus decommissioning, with no overlapping claims?

  • Geotechnical data: Has a site-specific soil investigation been completed, or is the foundation design based on assumed parameters?

  • Site constraints: Flood risk, seismic zone, shading, and access road adequacy for delivery vehicles.

CATEGORY 09 / 09

Contractual & Commercial Red Flags

  • 'Fully financed' claims: Verify the funding source and stage independently, unverifiable financing claims warrant additional scrutiny before technical work proceeds.

  • Informal communication channels: Reliance on personal email or WhatsApp rather than corporate channels for a project of stated scale is worth noting.

  • Circumvention and NCND terms: For introduced projects, confirm mutual non-circumvention terms are signed before sharing technical or contact information.

  • Scope creep in EPC contracts: Check design, procurement, and testing and commissioning responsibility are explicitly assigned.

7 More Categories in the Full Checklist

02Technical Design & Engineering
03Equipment & Supply Chain Bankability
04Grid Interconnection & Compliance
05BESS-Specific Items
06EPC & Contractor Capability
07Construction Quality & Testing
08Commissioning & Performance Verification

Request the Full Checklist

All 9 categories, delivered as a PDF. Tell us where to reach you and we will follow up directly.

This checklist is a quick-reference framework, not a substitute for full technical due diligence. Use it to structure early screening, EPC or vendor evaluation, or investment committee preparation.

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