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90-Day Action Checklist (Post-IC Approval)

Purpose of this page: a concrete action list covering Day 1 through Day 90 once the IC has voted through the 6.77 M RM pilot. Every action carries: owner, deadline, deliverable, template (email / call script / agenda).

⚠️ Honest framing: this is not a “next step in the research roadmap” — it is real commercial execution. How well it lands directly determines whether the pilot Q4 milestone (≥ 1 LOI) is met.

gantt
    title Three phases over the 90 days post-IC
    dateFormat YYYY-MM-DD
    axisFormat Week %V

    section Week 1-2 (Launch)
    Anchor government outreach (IRDA / InvestKL)   :crit, w1a, 2026-06-01, 14d
    Legal counsel signed                            :w1b, 2026-06-01, 10d
    Project Director search kicked off              :crit, w1c, 2026-06-01, 14d

    section Week 3-6 (Groundwork)
    Advisory Board assembled                        :w2a, after w1a, 25d
    EPC RFQs issued                                 :w2b, 2026-06-15, 21d
    Hyperscaler first meetings                      :crit, w2c, 2026-06-15, 30d
    Fractional CFO signed                           :w2d, after w1b, 14d

    section Week 7-12 (Closing)
    3 candidate sites + draft MOUs                  :crit, w3a, 2026-07-15, 30d
    Project Director onboarded                      :w3b, after w1c, 60d
    Phase 2 banker pre-sounding                     :w3c, 2026-08-01, 21d
    Pilot 6.77 M project budget approval            :milestone, w3d, 2026-08-31, 1d

Action 1.1 — IRDA / InvestKL government outreach

Section titled “Action 1.1 — IRDA / InvestKL government outreach”
FieldValue
OwnerProject sponsor lead (you / the partner the IC has assigned)
DeadlineDay 14
DeliverableAt least one formal meeting each with IRDA Energy Division and InvestKL; obtain anchor introduction list

Outreach entry points:

  • IRDA (Iskandar Regional Development Authority) — info@irda.com.my / +60 7-233 3000
    • Target unit: Energy & Sustainability Division (Tunku Datuk Aziz / current head)
    • Meeting topic: “JB VPP — supporting JS-SEZ data center grid bottleneck”
  • InvestKLinfo@investkl.gov.my
    • Through Nayan Kumar (CEO level) or Mohd Akmal Anuar
    • Mutual interest: coordination on the MIDA Pioneer Status application

Email template:

Subject: Strategic Partnership Inquiry — BTM Renewable Anchor for JS-SEZ Data Centers

Dear [Recipient Name],

We are a [fund / investment vehicle name] with deep technical research on behind-the-meter (BTM) PV+BESS economics for the JS-SEZ data center cluster. Our quantitative model [link to public site] indicates that 60 MW of PV at a 100 MW DC anchor delivers +83 M RM NPV at 13% IRR — bankable today.

We are launching a 1 MW pilot in Johor in Q3 2026 to validate the model. We are seeking IRDA’s strategic support to:

  1. Identify suitable industrial sites in JS-SEZ for pilot hosting
  2. Facilitate introductions to anchor data center operators (Microsoft, ByteDance, AirTrunk, PDG, YTL, etc.)
  3. Coordinate with TNB Distribution Johor for streamlined NEM 3.0 / interconnect approval

May we schedule a 30-minute introductory call within the next 2 weeks?

Attached: Executive summary (1-page) + Stress-test NPV grid.

Best regards, [Name] [Title]

Meeting deliverables: printed full executive summary + IC response pack + one-page anchor pipeline list + pilot timeline.

FieldValue
OwnerLegal interface / fractional CFO candidate
DeadlineDay 10
DeliverableSigned engagement letter; first 1-hour energy-regulatory legal briefing

Preferred firms:

  1. Skrine (KL, large energy / infrastructure firm) — contact the Power & Utilities partner
  2. Wong & Partners (Baker McKenzie MY member firm) — PPA + cross-border structuring experience

Initial consultation topics:

  • Current state of NEM 3.0 / CGPP / SEDA application processes (2026 vintage)
  • TNB ETOU + ICPT policy reform risk assessment (NETR roadmap impact)
  • Cross-border ENEGEM legal framework (export-quota auction process + regulatory limits)
  • MIDA Pioneer Status / GITA applicability (5-year tax holiday / investment tax allowance)

Budget: initial consultation RM 15-25k; move to retainer once we enter PPA / EPC contracting.

Action 1.3 — Project Director search kicked off

Section titled “Action 1.3 — Project Director search kicked off”
FieldValue
OwnerHR interface / project sponsor partner
DeadlineDay 14 (kickoff); Day 60-90 (onboard)
DeliverableJD published, 3 search firms engaged, shortlist of ≥ 5 candidates

Target candidate profile:

  • 15+ years’ experience in MY power / infrastructure
  • At least one ≥ 50 MW PV project delivered (commercial negotiation + EPC oversight)
  • Existing working relationship with TNB Distribution Johor
  • Bilingual (English / Chinese); ability to engage Chinese hyperscaler clients (ByteDance / Tencent) is a plus

Sourcing channels:

  1. Search firms: Robert Walters MY, Korn Ferry MY, Michael Page MY (energy practice)
  2. Direct targets:
    • TNB Distribution / TNB-X mid-tier management (former SVPs)
    • Solarvest Holdings / Cypark Resources / Pekat Group at Project Director level
    • Petronas Renewable / Tenaga Cogen retirees or active movers
  3. Industry network: former Energy Commission of Malaysia (ST) commissioners, former SEDA directors

Compensation package: RM 35-50k monthly base + project equity (0.5-1.5%) + performance bonus.

FieldValue
OwnerProject sponsor partner
DeadlineDay 35
Deliverable3-5 advisors signed onto an advisory agreement; monthly cadence scheduled

Target advisors (each at RM 5-10k monthly retainer or 0.1-0.5% equity):

  1. Former TNB SVP (Distribution or Renewable division) — internal-process navigation
  2. Former SEDA / ST commissioner — NEM 3.0 / CGPP / policy roadmap
  3. Former hyperscaler MY country head (Microsoft / Google / AWS / ByteDance) — customer perspective
  4. Green finance banker (CIMB Sustainable Finance VP / Maybank Sustainability VP)
  5. MY energy-regulatory legal lead (Skrine partner / Wong & Partners partner — can be the same person)

Sourcing channels: introductions through IRDA / legal counsel / industry network. Prefer retired but still influential figures.

FieldValue
OwnerLead electrical engineer candidate / project sponsor technical interface
DeadlineDay 35-42
Deliverable3 EPCs in receipt of formal RFQ; quotes returned within 4 weeks

RFQ scope: 1 MW PV + 250 kWh BESS turnkey EPC, including:

  • PV design + modules (Tier 1 brands: Jinko / Trina / LONGi)
  • BESS DC block + PCS inverter (CATL / BYD / EVE LFP)
  • MV interconnection + on-site cabling
  • SCADA + BESS BMS integration
  • NEM 3.0 / TNB application handling
  • 12-month performance guarantee (PR ≥ 0.78)

Target EPCs:

  1. Solarvest Holdings (Bursa: 0215) — IR / sales direct
  2. Cypark Resources (Bursa: 5184) — IR
  3. Pekat Group (Bursa: 0233) — IR
  4. Tenaga Cogen (TNB subsidiary) — through TNB group BD (fallback)

Key dimensions for quote comparison:

DimensionWhy it matters
Turnkey totalDirect cross-check to model assumptions (PV 3.5 M/MW, BESS 5.0 M/MWh)
PR performance-guarantee termsIndustry norm 0.78 ± 0.03, with auto-LD payout
TNB interconnection track recordCan they compress to 4 months? Historical project data
Tier 1 module sourcingJinko / Trina / LONGi vs. discount second-tier
BESS capacity guaranteeYear-1 degradation < 2%, 10-year < 20%
Training + knowledge transferSupport our team needs to take over O&M
FieldValue
OwnerProject sponsor partner + Advisory Board introductions
DeadlineDay 35
DeliverableFirst 30-minute meeting held with at least 2 hyperscalers; follow-up contacts secured

Priority targets (ordered by accessibility):

  1. YTL Power International (Bursa: 6742) — MY-listed, easiest to reach
    • Entry point: YTL Communications data centre team / YTL Power renewable division
    • Mutual interest: their existing Sea Group Kulai DC park needs BTM PV to support its carbon commitments
  2. AirTrunk SG headquarters — through SG infra network
    • Entry point: APAC Sustainability Lead or Real Estate Director
    • Mutual interest: JHB1/JHB2 already announced; they need a BTM path to satisfy their customers (Microsoft, Google) on 24/7 CFE
  3. DayOne (formerly GDS Int’l) Sedenak — through IRDA introduction
  4. Princeton Digital Group (PDG) JHB — through EPC intermediary (PDG already works with Solarvest, a natural conduit)

Meeting agenda template (30 minutes):

  1. 5 min: project sponsor background + site walkthrough (executive summary + IC response pack)
  2. 10 min: BTM PV+BESS economic model + carbon attribute path
  3. 10 min: pilot plan + timeline + what we can offer the hyperscaler
  4. 5 min: Q&A + follow-up

Expected outcomes:

  • At least 1 expression of interest, with a deeper follow-up agreed (data sharing + site visit)
  • At least 2 internal sustainability / energy lead contacts captured
FieldValue
OwnerProject sponsor partner
DeadlineDay 28
DeliverableFractional CFO signed (1-2 days per week)

Target candidates:

  • Former PE / VC investment manager turned fractional CFO
  • Experience in MY infra / energy project finance
  • Familiar with CIMB / Maybank / OCBC / DBS green finance practices

Scope of work (pilot phase):

  1. Project financial model maintenance (built on the existing Python model)
  2. Phase 2 banker pre-sounding (CIMB Green Finance + Maybank Sustainability)
  3. Monthly IC financial reporting
  4. MIDA Pioneer Status / tax filing

Action 3.1 — 3 candidate sites + draft MOUs

Section titled “Action 3.1 — 3 candidate sites + draft MOUs”
FieldValue
OwnerCommercial BD (project sponsor partner acts in the interim, Project Director takes over once onboarded)
DeadlineDay 75
DeliverableNDAs signed with 3 plants, site-visit MOUs signed, walk-throughs completed

Site screening criteria (full detail in pilot plan):

  • TNB E2 / E3 medium-voltage industrial customer
  • ≥ 8 GWh/yr consumption
  • 5,000 m² of unshaded roof / ground
  • ≥ 7 years remaining lease
  • Inside the JS-SEZ corridor
  • Willing to share data

Sourcing channels:

  1. EPCs (Solarvest / Cypark / Pekat) introducing their existing customers
  2. IRDA park-tenant directory
  3. MIDA manufacturing database
  4. Industry associations (FMM, SAMENTA)

Key MOU terms:

  • 18-month exclusive negotiation window
  • Load-data sharing during the pilot
  • Right of first refusal to convert to a formal BTM PPA after pilot validation
FieldValue
OwnerProject sponsor partner + signed Project Director
DeadlineDay 60-90 (depending on notice period)
DeliverableProject Director full-time onboard, takes over day-to-day

Onboarding cadence:

  • Week 1: 1-on-1s with the full Advisory Board + deep review of the prior IC topics
  • Week 2: handover with EPC candidates + legal + CFO
  • Week 3: visits to IRDA / InvestKL / TNB Distribution Johor
  • Week 4: walk-throughs of the 3 candidate sites + internal selection

Action 3.3 — Phase 2 banker pre-sounding

Section titled “Action 3.3 — Phase 2 banker pre-sounding”
FieldValue
OwnerFractional CFO + project sponsor partner
DeadlineDay 75
DeliverableOne pre-sounding meeting each with CIMB and Maybank Sustainable Finance; indicative term sheet obtained

Purpose: not to draw on debt now — the goal is to signal to the banks that we will need 175 M of project finance in 12-18 months, so their sustainable finance teams begin tracking our pilot progress.

Meeting topics:

  1. Introduce Phase 2 (60 MW at the anchor site, 250 M RM total financing)
  2. Discuss typical terms: 5-6% rate / 10-year tenor / DSCR requirements / collateral structure
  3. Discuss SLB (Sustainability-Linked Bond / Loan) path
  4. Discuss GreenBond secondary-market exit feasibility

Target banks:

  1. CIMB Group — Sustainable Finance / Group Sustainable Banking
  2. Maybank — Sustainability VP
  3. OCBC Malaysia — Green Finance (fallback, synergistic with cross-border ENEGEM into SG)
  4. DBS Singapore — Energy & Resources (fallback, cross-border structuring experience)

Action 3.4 — Pilot 6.77 M project budget approval / Day 90 IC review

Section titled “Action 3.4 — Pilot 6.77 M project budget approval / Day 90 IC review”
FieldValue
OwnerProject Director + project sponsor partner
DeadlineDay 90
DeliverableSecond IC submission: 90-day progress + 3-site comparison + EPC quote comparison + anchor outreach status

IC report contents:

  1. ✅ Team build status (Project Director onboarded + Advisory Board)
  2. ✅ Anchor outreach status (≥ 2 hyperscalers in deep engagement)
  3. ✅ Site screening result (1 recommended + 1 fallback)
  4. ✅ EPC quote comparison (≥ 3 firms)
  5. ✅ Updated legal / tax / regulatory risk register
  6. ✅ Phase 2 banker pre-sounding outcomes

Day 90 IC decision:

  • Approve EPC signing + initiate NEM 3.0 application (capex commit RM 6.77 M)
  • ⏸️ Pause + further diligence (if anchor progress falls short)
  • Terminate pilot (rare, only on a material change in stress-test results)
RiskProbabilityMitigation
Project Director not hired within 90 daysMedium(a) Run a fractional CFO to backfill (b) Have an advisor stand in temporarily (c) Push onboarding to Day 120 and shift the IC review schedule
IRDA / InvestKL not picking up the phoneLowEscalate via legal counsel / advisory introductions; or route through MIDA
Hyperscalers all coldMedium(a) Approach indirectly via EPC intermediaries (b) Re-pitch on “carbon attribute path” — what they actually care about
EPC quotes far above model assumptionsMedium(a) Tender ≥ 4 firms to increase competition (b) Split into PV / BESS / BoS three-package tender (c) Re-scope the pilot
No hyperscaler LOI by Day 90CriticalPush the Pilot Q4 milestone (≥ 1 LOI) from Day 90 to Day 180, but this requires fresh IC approval for the extension
ItemMonthly cost90-day subtotalNotes
Project sponsor partner time (full part-time)RM 0RM 0Internal cost
Fractional CFO (1-2 days / week)RM 15-25kRM 45-75k
Project Director (Day 60+)RM 35-50kRM 35-50k (one month)
Advisory Board (5 × monthly retainer)RM 25-50kRM 75-150k
Legal counsel (Skrine / W&P)RM 5-10k retainerRM 15-30k+ ad hoc
Recruiter fee (search firm 25% of annual salary)RM 105-150kOne-off for Project Director
Travel + hosting (IRDA / hyperscalers / sites)RM 5-10kRM 15-30k
Subtotal (90 days)RM 290-485k

Funding source: drawn from the OpEx portion of the 6.77 M RM pilot total budget (project management 0.3 M + contingency 0.6 M).

Over these 90 days the biggest risk is not money, not technology — it is momentum.

IC approval → visible progress within 90 days is mandatory. The Project Director slipping, IRDA not returning calls, hyperscalers going cold — any one stall will erode IC confidence at the second review.

If any action shows red by Day 30, escalate immediately — do not wait until Day 60 to flag it.

Mark these 4 hard milestones in your calendar:

  • Day 14 — IRDA / legal / search kicked off ✅
  • Day 35 — Advisory Board fully seated + first hyperscaler meeting ✅
  • Day 75 — 3 sites + EPC quotes + banker pre-sounding ✅
  • Day 90 — Second IC full review

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