Service 02 · EPC Advisory · Owner-side, Bankable

The lowest bid is the most expensive project.

EPC selection is treated as a price exercise more often than not. Three bids come in, the cheapest wins, and the change orders, schedule slips, and LD carve-outs fill the gap between headline price and total cost. We run EPC selection as a contract problem. The bid that lands on your desk has been normalized against a defined scope, scored on technical and commercial merit, and tied to a contract that your lender and tax equity counsel will fund against.

vs lowest-price awards

Price is the headline. Cost is the project.

The cheapest bid is usually the one with the most carve-outs, the weakest LDs, and the widest change-order opening. We score on total cost of ownership, not the cover sheet.

vs incumbent relationships

Familiarity is not competition.

Going back to the EPC who built your last project feels efficient. It also tells them they have no competitive pressure, and the contract you sign will reflect that.

vs vendor-bundled turnkey

Bundles hide where the margin lives.

When the module supplier or sponsor brings a packaged EPC with a single price, the EPC's loyalty is to the party that brought them in. Not to the owner funding the project.

vs uncontrolled RFP processes

Three bids on three different scopes is not a comparison.

If bidders priced different assumptions, you have noise, not data. We lock the scope before the RFP goes out and normalize every clarification before evaluation.

Seven workstreams. From long list to notice to proceed.

Each workstream produces a documented artifact your lender's IE, tax equity counsel, and successor advisor can read end to end without a phone call.
01
Pre-qualification and short list

Bonding capacity, audited financials, project track record at comparable scale, references called and verified, conflict-of-interest screen against your sponsor and lender. The long list gets cut to a short list before the RFP goes out.

You get: pre-qualification scorecard, short-list memo with rationale, conflict-cleared bidder set.
02
Scope of work definition

What gets self-performed by the EPC, what gets subcontracted, what's owner-furnished, and where the interfaces sit. Margin leaks happen at scope boundaries. We define the boundaries before we ask anyone for a price.

You get: work breakdown structure, scope split memo, interface management plan, owner-furnished items list.
03
RFP design and bid management

Technical specifications, commercial terms framework, mandatory bid format, clarification protocol, alternates discipline. Every bidder answers the same questions in the same format. No exceptions, no off-line conversations.

You get: RFP package, mandatory bid format, clarification log, common-basis instructions to bidders.
04
Bid evaluation and normalization

Apples-to-apples comparison across price, schedule, scope deviations, qualifications, alternates, and security packages. We back out every "subject to" and every "not included" until the bids are scored on the same basis.

You get: normalized bid comparison, evaluation matrix, qualifications log, award recommendation memo.
05
EPC contract negotiation

Delay LDs, performance LDs, payment milestones, retainage, security package (LCs and parent guarantees), warranty terms, force majeure, change-order discipline, dispute resolution. The contract is what the lender funds against. The price is what the bidder writes on the cover.

You get: negotiated EPC contract, redline log, term sheet to definitive comparison, lender mark-up package.
06
Performance guarantee structuring

Performance ratio guarantee, capacity test methodology, energy guarantee period, LD caps, warranty bond structure, true-up mechanics. This is the heart of EPC bankability. Get it wrong and your tax equity ends up underwriting EPC underperformance.

You get: performance guarantee schedule, capacity test protocol, warranty bond term sheet, LD calculator.
07
NTP readiness and mobilization

Conditions precedent satisfaction, lender CP closure, owner's engineer onboarding, kickoff meeting framework, baseline schedule lock, mobilization checklist. Notice to proceed is the moment the EPC's clock starts. Everything before it has to be in writing.

You get: NTP readiness checklist, baseline schedule, kickoff package, owner's engineer scope of work.

EPC selection decision gates · Sub-flow into DG4 Construction Oversight

DG4.1
Short list lock
Pre-qualified bidders confirmed, scope frozen, RFP issued.
DG4.2
Award
Bid evaluation closed, EPC selected on common-basis scoring.
DG4.3
Contract execution
EPC contract signed with bankable LDs, warranty, and security package.
DG4.4
NTP
Conditions precedent cleared, owner's engineer in place, mobilization authorized.

The four levers that determine whether the contract is bankable

Lever 01
Liquidated damages

Delay LDs and performance LDs with realistic caps. Caps that are too low let the EPC walk away from underperformance.

Lever 02
Security package

Letters of credit, parent guarantees, retainage. The package has to survive the EPC's worst quarter, not just their best year.

Lever 03
Performance guarantee

PR guarantee, capacity test methodology, energy guarantee period. Defines what the EPC actually delivered, in measurable terms.

Lever 04
Change-order discipline

Defined process, time-barred notice, owner sign-off thresholds. Without discipline, the contract price is a starting bid.

What sits on your desk when we're done.

A complete EPC selection file: pre-qualification through notice to proceed, with every decision documented and every artifact ready for tax equity diligence, lender's IE review, and IRS substantiation for the safe harbor and ITC adders.

  • Pre-qualification scorecard and short-list memo Bonding, financials, references called, conflict screen, rationale documented.
  • Scope of work and interface management plan WBS, scope split, owner-furnished items, interface map, responsibility matrix.
  • RFP package and clarification log Technical specifications, commercial framework, mandatory bid format, clarification protocol.
  • Normalized bid evaluation Common-basis comparison, qualifications log, schedule normalization, award recommendation memo.
  • Negotiated EPC contract Bankable LDs, warranty terms, security package, change-order discipline, dispute resolution. Redline log preserved.
  • Performance guarantee package PR guarantee, capacity test protocol, warranty bond, LD calculator, true-up mechanics.
  • NTP readiness file Conditions precedent checklist, baseline schedule, kickoff package, owner's engineer scope.

Have an EPC RFP going out, or one already on your desk?

Initial scoping calls are complimentary. Mid-process engagements (bid evaluation, contract negotiation, NTP readiness) accepted on a defined-scope, fixed-fee basis.

Start an EPC scope →