Step 1 of 8
Project & Site Identification
Tell us about the location. This identifies the deal in your pipeline and determines which incentive programs apply.
Project Details
Charging Station
e.g. 4 × 60kW = 240kW
CRM / Pipeline
Step 2 of 8
EV Charging Performance Data
Enter trailing 12-month averages from your operator data. The pro forma uses these to project Year 1 revenue with a growth curve.
ℹ️ Use the EVCS data you have — monthly averages are fine. Hilton Plaza benchmark: ~$4,900/mo gross revenue at 18% utilization.
Monthly Performance (Trailing Average)
Auto-calculates if you fill kWh + capacity above
From EVCS data: Hilton +18%, Marina +22%, Poulsbo +32%
Derived Metrics
Avg kWh / Session
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Net Rev / Month
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Revenue / kWh
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Step 3 of 8
Utility Rates & Tariff
These drive the demand charge savings calculation — the core of the BESS value case.
Select a utility on Step 1 to pre-fill benchmark rates.
Energy & Demand Charges
Current Monthly Bill Summary
Check line item on utility bill
Step 4 of 8
BESS System Specifications
Enter the battery system you're proposing. The installed cost drives the ITC calculation and IRR model.
System Size & Cost
Equipment + install + commissioning
Auto-calculates from above
Performance Assumptions
Typical BTM: 25-40%
LFP typical: 2-2.5%/yr
Auto = 1.5% of installed cost
Certifications
Step 5 of 8
Available Incentives & Rebates
Check every incentive that applies to this site. Your installed cost and market drive which ones are available. These are one-time offsets to your net investment.
Net Capital After Incentives
BESS Installed Cost
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Total Incentives
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Net Capital Required
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Step 6 of 8
Annual Value Stack
Every dollar BESS generates annually. Some are auto-calculated from earlier inputs. Confirm or adjust each stream.
Revenue Streams (Annual)
Auto-filled from Step 2 × 12
Auto-filled from Step 2 × 12
Auto-filled from demand charge × reduction % × 12
BESS charges off-peak, discharges on-peak. Enter if applicable.
ComEd: SDVPP/BYODLR. CA: CAISO AS markets. Enter expected annual value.
PJM ELRP, SCE CDR, PG&E DBP — typically $50-200/kW-year
Annual Operating Costs
Value Stack Summary
Total Annual Revenue
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Total Annual Costs
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Annual NOI (Year 1)
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Step 7 of 8
10-Year Pro Forma
Revenue grows at your observed YoY rate (capped at 20%) tapering to 3% by Year 5. Costs escalate at 3%/year. BESS degrades at 2.5%/year.
Generate the pro forma by completing Steps 1–6 first.
Cash Flow by Year
Year 1Year 5Year 10
Step 8 of 8 — Output
IRR, NPV & Investment Verdict
Final investment decision metrics. Set your target hurdle rate to see if this site clears the bar.
10-Year IRR
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NPV @ Discount Rate
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Simple Payback
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years to recover net capital
10-Year ROI
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total return on net capital
Net Capital Required
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after incentives
10-Year Total Cash Flow
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cumulative NOI
Value Stack Breakdown (Year 1)