BUSINESS REQUIREMENTS DOCUMENT (BRD)

Project: US Energy Market Performance Analytics

Document Info	Details
Version	1.0
Author	Priyanka Chaudhari, Business Analyst
Date	2024-Q1
Domain	Energy | Utilities | Infrastructure | ESG
Status	Approved

1. EXECUTIVE SUMMARY

A US energy portfolio manager oversees generation assets across 5 regions and 6 energy sources (Natural Gas, Coal, Nuclear, Solar, Wind, Hydro). The business lacks a unified performance view to compare revenue by source, track renewable transition progress, quantify outage cost exposure by region, and produce CO2 emissions data for ESG reporting. This project delivers a cross-regional energy analytics platform, from data modeling through SQL analysis to a Power BI dashboard, enabling strategic capital allocation decisions and regulatory compliance reporting.

2. BUSINESS OBJECTIVES

1. Compare energy source performance by revenue, price/MWh, and capacity utilization

2. Track renewable transition progress against the 30% demand share target

3. Quantify outage risk and financial impact by region and source

4. Model CO2 emissions intensity for ESG/sustainability reporting

5. Identify seasonal demand gaps to inform capacity planning decisions

6. Produce strategic recommendations for capital allocation across sources and regions

3. PROBLEM STATEMENT

Current State:

- No unified dashboard comparing performance across 5 regions and 6 sources

- Renewable transition progress tracked manually in spreadsheets, no systematic KPI

- Outage cost calculated after the fact, no proactive risk quantification

- CO2 reporting done annually by external consultant, no internal real-time view

- Capital allocation decisions rely on nominal price/MWh, carbon cost not factored in

Desired State:

- SQL-based analytical framework with 8+ performance queries and 2 strategic views

- Executive Excel workbook: Portfolio summary, source analysis, regional scorecard, seasonal trends

- Interactive Power BI dashboard: 4 pages covering portfolio, sources, renewable transition, outage risk

- Carbon-adjusted cost analysis supporting dispatch optimization decisions

4. STAKEHOLDERS

Stakeholder	Role	Responsibility	Priority
Portfolio Manager	Project Sponsor	Approve scope; primary decision-maker	High
Sustainability / ESG Lead	Primary User	Use CO2 data for ESG reporting	High
Grid Operations Manager	Primary User	Outage risk and capacity utilization analysis	High
Finance / IR Director	Secondary User	Revenue reporting and outage cost P&L	Medium
Regulatory Affairs	Secondary User	FERC compliance and emissions reporting	Medium
Capital Allocation Committee	Reviewer	Use recommendations for investment decisions	High

5. SCOPE

In Scope:

- 4,000 energy market records across 5 US regions, 20 states, 6 sources - 2023-2024

- Revenue, demand, price, capacity utilization, CO2, and outage analysis

- Renewable vs non-renewable transition tracking by quarter

- Excel workbook: 4-tab analysis with embedded charts

- Power BI dashboard: 4 pages with interactive slicers

- Strategic recommendations: 4 capital allocation priorities

Out of Scope:

- Real-time SCADA or grid telemetry integration

- Financial modeling or DCF analysis (separate workstream)

- Weather or climate data integration (Phase 2)

- Regulatory filing preparation (legal team responsibility)

6. SUCCESS CRITERIA

KPI	Definition	Target	Method
Renewable Share Tracked	Renewable % of total demand by quarter	Full 2023-2024 coverage	SQL view
Outage Cost Quantified	Total outage cost in $K by region and source	Full breakdown	SQL query
CO2 Intensity Calculated	CO2 tons per GWh by source	All 6 sources covered	SQL query
Carbon-Adjusted Cost	Effective cost/MWh after carbon pricing	Coal re-ranked correctly	SQL calculation
Dashboard Live	Power BI accessible via shareable URL	Within project timeline	Power BI Service

7. ASSUMPTIONS & CONSTRAINTS

Category	Description
Assumption	Synthetic dataset is representative of real US energy market patterns
Assumption	Carbon cost proxy of $50/ton (EU ETS rate) is appropriate for US analysis context
Assumption	Power BI Desktop (free) available for dashboard development
Constraint	No live API access to EIA or FERC data - analysis uses generated CSV
Constraint	Single-analyst delivery, no engineering resources