A Clear Path to a Decision
The roadmap we follow to turn project introductions into tangible community benefits.
Initial Screening
Share technology, country, capacity, operating status, known challenges, and your preferred transfer structure. Identify the proposed benefit for low-income communities.
Output: Initial fit assessment and information request.
Technical Diligence
Review generation or dispatch records, equipment condition, maintenance history, safety, remaining useful life, remediation needs, and decommissioning exposure.
Output: Technical findings and operating-cost model.
Document & Obligation Review
Review title, liens, financing, interconnection, offtake, site or water rights, permits, consents, and jurisdiction-specific requirements.
Output: Obligations register and consent checklist.
Tax & Transaction Review
For projects that advance through technical diligence and document review, Balance Fund covers the cost of a fair market value assessment. Donor and recipient advisers review transfer structure, basis, potential recapture, and required documentation.
Output: Fair market value assessment and adviser-reviewed transaction terms.
Operating & Community Benefit Plan
Document O&M, insurance, reserves, monitoring, and who receives the benefit. Establish measures for performance and outcomes.
Output: Executable operating plan and benefit allocation.
Approval & Transition
Obtain board approval and third-party consents. Agree closing conditions, data handover, operator responsibilities, and communications.
Output: Signed agreements and transition checklist.
Ongoing Reporting
Track agreed system performance and community measures. Define annual reporting responsibilities and escalation.
Output: Evidence-based reporting against the agreed plan.
Put the power of an asset to work
Give your asset a new purpose
Tell us about your asset and the impact you hope it can make. We’ll explore whether there is a responsible path forward.