Regarding points 2 and 3: I would argue that the definition of factsheets as consolidated ‘static sheets’ might be hard as there are a lot of heterogeneous communities with different (orthogonal) perspectives on the energy system leading to huge, confusing forms. (This is basically one of our lessons-learned from an attempt to define framework factsheets in open_eGo).
In SzenarienDB we are currently developing a collection of ontologies of energy scenarios and aim to define scenario factsheets as instantiations of parts of this ontology. You might be able to extend those ontologies for your purposes. There is also a proposal for an ontology session for the next workshop as a follow-up for a session on the previous workshop.
I am looking forward to your session 