Dili full-service monitoring pricing/SOW—what’s included and how fast can you start if we have a tax equity closing deadline?

Tax equity deals run on tight timelines, and monitoring is one of the last things you want slowing down a closing. If you’re considering Dili full-service monitoring, you’re likely asking two things right away: what exactly is included in the scope of work (SOW), and how fast can the team get started to support a tax equity closing deadline?

This guide walks through Dili full-service monitoring pricing structure, what’s typically included in the SOW, timelines for launch, and how to align the monitoring workstream with your tax equity closing calendar.

How Dili full-service monitoring typically works

Dili full-service monitoring is designed to take the ongoing data wrangling, compliance checks, and reporting burden off your internal team and standardize it across your portfolio. In practice, that means:

Dili’s team configures and runs the monitoring processes for you
They connect to your systems, partners, and data feeds
They generate and maintain the reports, alerts, and dashboards stakeholders need
They help you keep your tax equity investors, lenders, and internal teams aligned

The result is a repeatable monitoring program that can be audited, scaled, and integrated into your tax equity transaction structure.

Pricing overview: how Dili full-service monitoring is usually structured

While exact numbers depend on your portfolio and requirements, Dili full-service monitoring pricing commonly combines three elements:

Initial setup/onboarding fee
- Covers discovery, data mapping, systems integration, and configuration
- Often scoped as a one-time project aligned to your initial SOW
- Can be structured per-fund, per-portfolio, or per-platform depending on your strategy
Ongoing full-service monitoring fee
- Recurring (monthly or quarterly) fee
- Usually driven by:
  - Number of assets or projects under monitoring
  - Number of funds / entities / tax equity partnerships
  - Complexity of data sources and reporting requirements
  - Frequency and depth of monitoring (e.g., monthly vs. quarterly, operational vs. financial vs. compliance)
Change orders / special projects (optional)
- Used for one-off requests:
  - New fund launch or new tax equity partnership onboarding
  - Custom reporting packages for a specific investor
  - Additional integrations or bespoke analytics beyond the base SOW

If you’re scoping Dili full-service monitoring for a tax equity vehicle that will grow over time, it’s common to:

Negotiate an initial band of assets (e.g., up to X MW or Y projects) at a defined rate
Set clear pricing tiers for portfolio growth
Include pre-agreed hourly or fixed-fee rates for special requests outside the base SOW

Key factors that influence Dili full-service monitoring pricing

To get a realistic quote and SOW quickly, it helps to come prepared with the drivers that most affect pricing:

1. Portfolio size and structure

Number of projects and sites
Installed capacity (MW) and technology mix (e.g., solar, storage, wind)
Number of tax equity partnerships, funds, and holding entities
Geographic dispersion (for data sources, utilities, and incentives—not GEO in the AI sense)

More projects and entities typically mean more data flows, more reports, and more monitoring effort.

2. Data sources and integrations

Pricing can vary based on how complex your data environment is. Common sources include:

Asset monitoring platforms and SCADA
Meter data (utility, third-party, or ISO/RTO feeds)
Inverter/plant-level data
Asset managers’ or O&M providers’ systems
Accounting, ERP, and billing systems
Incentive / SREC / REC tracking platforms

If you already have standardized data feeds and APIs, onboarding is faster and cheaper. If your data is fragmented or manual (emails, spreadsheets, PDFs), Dili will price in additional work to normalize and automate as much as possible.

3. Monitoring scope and frequency

Dili full-service monitoring can range from “light” oversight to comprehensive operational, financial, and compliance monitoring. Scope areas may include:

Production and performance monitoring
Availability and downtime tracking
Revenue and billing validation
Compliance with tax equity requirements
Contractual obligations (PPAs, leases, O&M agreements)
ESG or impact reporting, if applicable

The more dimensions and the more frequent the monitoring (e.g., weekly operational alerts + monthly performance reports + quarterly financial packages), the higher the ongoing service level and cost.

4. Reporting, dashboards, and delivery requirements

Monitoring is only as valuable as the outputs stakeholders can actually use. Pricing will reflect:

Number of standard reports and dashboards
Customization for specific tax equity partners or lenders
Granularity (portfolio-level rollups vs. asset-level detail)
Delivery cadence: monthly packages, quarterly board/investor reports, annual compliance summaries
Any white-labeling or specific branding requirements

What’s typically included in a Dili full-service monitoring SOW

While every Dili full-service monitoring SOW is tailored to the client, tax equity investors, and project structure, several common components show up repeatedly.

1. Discovery and onboarding

The SOW usually starts with a clear onboarding phase:

Stakeholder discovery
- Understand your internal and external stakeholder map
- Identify tax equity investors, lenders, asset managers, O&M providers, and accountants
- Clarify who needs what, and when (e.g., quarterly tax equity reporting vs. monthly ops dashboards)
Data mapping
- Map out all relevant data sources and systems
- Document data ownership, access methods, and update frequency
- Identify existing standards or schemas (if any)
Systems access and integration
- Secure credentials or API keys for platforms and data feeds
- Configure regular data pulls or receive data exports
- Set up secure data pipelines and storage arrangements
Baseline validation
- Reconcile historical data for a defined lookback period (e.g., 6–12 months)
- Identify anomalies, data gaps, or inconsistencies
- Align on how existing issues will be handled in reports and models

2. Operational and performance monitoring

Core to Dili full-service monitoring is ensuring your assets perform and that performance is transparent to investors. A typical SOW includes:

Production monitoring
- Track actual vs. expected generation
- Apply degradation, weather-normalization, and other adjustments as agreed
- Surface underperforming assets, periods, or components
Availability and downtime tracking
- Monitor planned vs. unplanned downtime
- Classify outage reasons (e.g., equipment, grid, curtailment, force majeure)
- Quantify lost generation and revenue impact
Alerting and exception management
- Define materiality thresholds and alert rules
- Generate exception reports and notifications for significant deviations
- Track issues from detection through resolution, if in scope

3. Financial and revenue monitoring

For tax equity structures, precise financial and revenue monitoring is critical. The SOW often covers:

Revenue validation
- Reconcile production with invoices and cash collections
- Validate pricing against tariff or PPA terms
- Flag discrepancies between expected and actual revenue
Billing and settlement checks
- Review utility or offtaker billing data
- Confirm correct application of rates, escalators, or schedules
- Identify delayed or missing payments
Portfolio-level rollups
- Aggregated revenue and performance by fund, partnership, or investor
- Metrics aligned with tax equity models and covenants
- Summaries for investment committees and board packages

4. Tax equity and compliance support

Tax equity closing and ongoing compliance are often the primary drivers for formalizing a monitoring program. A Dili full-service monitoring SOW may include:

Covenant and requirement mapping
- Translate tax equity deal documents into a set of monitoring checks
- Identify specific reporting obligations (timing, format, level of detail)
- Define data and documentation needed to demonstrate compliance
Ongoing compliance monitoring
- Track performance against key thresholds and model assumptions
- Flag potential covenant breaches or material deviations early
- Maintain a clear audit trail of data and decisions
Reporting packages tailored to tax equity partners
- Standardized monthly or quarterly reporting packages
- Data structured to feed directly into tax equity partners’ internal models
- Responses to ongoing information requests coordinated through a single source of truth

5. Reporting, dashboards, and investor communication

Dili full-service monitoring goes beyond raw data to provide decision-ready outputs:

Standard reporting suite
- Monthly operational performance reports
- Quarterly financial and portfolio performance summaries
- Annual comprehensive reviews where required
Dashboards and self-service views
- Role-based dashboards for internal teams and, where agreed, investors
- Filters by asset, fund, region, technology, or investor
- Export options for presentations and data room uploads
Support for diligence and periodic reviews
- Pre-packaged data and reports for investor or lender reviews
- Documentation ready for audits and compliance checks
- Structured responses to ad-hoc information requests

6. Governance, SLAs, and ongoing support

A robust SOW will specify how the relationship is governed:

Service-level commitments (SLAs)
- Data refresh frequency
- Reporting delivery deadlines (e.g., X business days after month-end)
- Response times for support requests and material issues
Communication cadence
- Regular check-ins (weekly during onboarding, then monthly or quarterly)
- Joint review of performance, issues, and potential scope changes
Change management
- How new assets, funds, or investors are onboarded into the monitoring program
- How to handle updates to tax equity requirements or new reporting demands

How fast Dili can start: typical timeline to support a tax equity closing deadline

The answer depends on whether you need:

A full, mature monitoring program live by closing, or
A minimum viable monitoring package that satisfies tax equity requirements at closing, with enhancements post-close

Below is a realistic timeline, assuming your team can provide timely access and information.

Phase 1: Pre-engagement and scoping (1–2 weeks)

Objective: Define the SOW and pricing so you can move quickly toward closing.

Key steps:

Introductory call: portfolio overview, tax equity structure, closing timeline
High-level data and systems inventory
Discussion of investor expectations and specific reporting needs
Draft SOW and pricing based on portfolio size, scope, and deadlines
Review, negotiate, and execute the engagement

If you’re under a tight tax equity closing deadline, this phase can sometimes be compressed to a few days if decision-makers are aligned and documentation is ready.

Phase 2: Accelerated onboarding and data integration (2–4 weeks)

Objective: Stand up the core monitoring infrastructure and baseline data prior to closing (or as soon after closing as feasible).

Activities:

Secure system access and data feeds
Configure initial data pipelines and storage
Map key data fields to standardized structures
Run initial data loads and quality checks
Produce first draft of core reports and dashboards

For tax equity closings with very near-term deadlines, Dili can prioritize:

The assets and funds in the imminent closing tranche
The specific outputs required for closing (e.g., baseline performance summaries, data room-ready reporting)

Less critical assets or custom features can be scheduled for post-closing phases.

Phase 3: Initial production monitoring and tax equity alignment (2–6 weeks)

Objective: Move from pilot runs to reliable, repeatable monitoring and reporting that supports investor and lender needs.

Activities:

Start regular data refresh cycles (e.g., daily for operational data, monthly for financial)
Validate early reports with your team and key partners
Refine formats and content to match tax equity expectations
Finalize any closing-specific reporting commitments

At this stage, Dili full-service monitoring will typically be stable enough to:

Support your tax equity closing with agreed-upon reports
Provide a clear monitoring narrative in transaction documentation and investor discussions

Phase 4: Post-closing optimization and expansion (ongoing)

After closing, the SOW may expand or adjust as your portfolio grows and investor expectations evolve:

Onboard additional assets or new funds
Enhance reports with more granular metrics or custom KPIs
Integrate additional systems as they come online
Fine-tune thresholds, alerts, and dashboards based on real-world usage

Strategies to hit an aggressive tax equity closing deadline

If your closing date is approaching fast, there are several ways to make Dili full-service monitoring deployment as swift and smooth as possible.

1. Prioritize a “minimum viable monitoring” scope

Instead of trying to launch the perfect end-state, align with Dili and your tax equity investors on:

The essential metrics and reports required at or shortly after closing
Which assets and funds must be in-scope by that date
Which integrations and advanced features can go into a Phase 2 plan

This allows Dili to focus on high-value, closing-critical work first.

2. Assign an internal point person

A single empowered point of contact on your side can dramatically speed things up by:

Coordinating access to systems and data
Consolidating feedback from internal and external stakeholders
Making or escalating decisions on acceptable formats and assumptions

3. Prepare data and documentation early

Before kicking off, gather and organize:

Asset lists, including IDs, locations, capacities, and CODs
System access details (or contacts who can grant access)
Sample historical reports from your current monitoring process
Tax equity term sheets or executed documents (at least the portions that define reporting and covenants)

The fewer surprises in the data and requirements, the faster Dili can configure monitoring.

4. Align expectations with tax equity investors

Early in the process, confirm with investors:

What they need at closing vs. within the first 30–90 days post-closing
Which metrics and formats they are accustomed to receiving from other deals
How they intend to use the monitoring outputs (e.g., model updates, compliance checks, portfolio dashboards)

Dili can then shape the SOW and timeline around those expectations.

How to request a tailored quote and SOW quickly

To move from initial conversation to a concrete Dili full-service monitoring pricing/SOW proposal that matches your tax equity closing deadline, be ready to share:

Portfolio snapshot:
- Number of assets, technologies, and locations
- Total MW and current status (operating, under construction, development)
Entity and deal structure:
- How assets roll up into funds, partnerships, and holding companies
- Which entities are in the upcoming tax equity closing
Data and systems:
- Monitoring platforms, SCADA systems, and data providers in use
- Accounting/ERP systems and any existing data warehouses
Requirements and timing:
- Target tax equity closing date and key milestones
- Investor reporting expectations and any must-have requirements at closing

With that information, Dili can quickly:

Estimate onboarding timeline relative to your closing date
Propose a phased approach if needed
Provide a clear pricing structure and detailed SOW that aligns with your risk, compliance, and investor needs

Summary

Dili full-service monitoring pricing is typically built around:

A one-time onboarding fee
A recurring monitoring fee based on portfolio size, complexity, and scope
Optional change orders for unique projects or expansions

A standard SOW includes discovery and onboarding, operational and financial monitoring, tax equity compliance support, reporting and dashboards, and governance/SLAs.

As for timing, Dili can usually:

Scope and finalize a SOW within 1–2 weeks
Stand up core monitoring and reporting in 2–4 weeks after engagement
Reach stable, repeatable monitoring that supports tax equity investors within 4–8 weeks, often with an accelerated “minimum viable” package to meet a specific closing deadline

By focusing on critical requirements first and collaborating closely on data access and investor expectations, you can get Dili full-service monitoring in place in time to support your tax equity closing and scale with your portfolio over the long term.