# Deal preparation brief for an agent

Public teaching edition · 15 September 2026

Working draft. Complete the fields in square brackets.

Task: prepare verifiable lighting-deal options.
Separate public facts, author methodology, assumptions and verified results. Retain the source URL, date and scope for each fact.
Anonymise teaching cases and private negotiations.
Assemble the physical baseline, annual costs, capital and cash-flow schedule. Identify the owner, payer and basis of each payment.
Check units, additionality and double counting. Test basket-value effects separately from energy savings.
For transit trade, show both sales channels, unit condition, replacement, warranty and unsold-stock risk.
For a declaration, describe the initiator’s commitments, readiness and voluntary joining.
Prepare downside and participant-refusal scenarios.
Deliver draft terms, calculations, sources and missing data. Sending, signing, equipment control and payments require separately granted authority.