Project Snapshot: Start with the essentials

• Tell me briefly which of these triggered this work for your organization Options: State consent order or regulatory deadline, Catastrophic failure or overflow, Urgent capital appropriation from council, Planned but accelerated capital project, Other (please describe)
• How many months remain before your firm regulatory deadline or the completion target you are tracking Options: Under 3 months, 3 to 6 months, 6 to 12 months, 12 to 24 months, More than 24 months, Undetermined
• When was the consent order, agency notice, or operational failure first communicated to your office Options: Within 2 weeks, 2 to 8 weeks, 2 to 6 months, More than 6 months, Not applicable
• Who is currently the internal project lead on this matter and who will approve the final contract Options: Public works director, Utility manager, City engineer, City manager or county administrator, Grant or finance officer, Other (specify)
• Describe the system type and scale most affected, for example pipe diameter ranges, treatment plant average daily flow, or service population
• Estimate the preliminary planning-level budget range you expect to pursue for immediate design and engineering Options: Under $250,000, $250k to $1M, $1M to $5M, $5M to $20M, Over $20M, Unknown / seeking grant guidance
• If grant or bond approval is delayed beyond your current window, would the project stop or move to temporary measures Options: Project stops until funding secured, Move to emergency or temporary repairs, Proceed with reduced scope, Unknown / undecided

Where the Clock Is Ticking: Deadlines, penalties, and escalation

• Which single regulatory deadline, permit milestone, or public reporting date would force you to reallocate resources or declare an emergency Options: Agency compliance date in consent order, Permit issuance milestone, Bond or grant draw deadline, Council or board reporting date, Public disclosure or press deadline, Other (specify)
• Are financial penalties or enforceable escalation steps attached to missing that date Options: Yes, monetary penalties, Yes, operational orders or shutdowns, Yes, both penalties and orders, No explicit penalties but reputational risk, Unknown
• Who inside your organization or at the agency is the escalation contact when schedule risk becomes imminent Options: Regulatory liaison, City manager or county administrator, Public works director, Legal or finance, Other (specify)
• By when do you need a defensible planning-level cost and scope to support a grant or bond application Options: Within 2 weeks, Within 1 month, Within 2 to 3 months, Within 3 to 6 months, No firm deadline
• If permitting or agency review takes longer than your target window, which outcome would be the real deal breaker for you Options: Missing grant/bond milestone, Unmanageable budget increase, Political or council pushback, Mandatory emergency measures instead of planned work, None of the above / unsure

Where the System Fails: Known field risks and hidden surprises

• Tell me about the single infrastructure condition you worry about most that could change scope or cost after field inspection
• When was the last documented overflow, bypass, main break, or critical failure at the affected asset Options: Within 30 days, 1 to 6 months ago, 6 to 12 months ago, More than a year ago, No documented events
• List the environmental, archaeological, or ROW constraints that typically complicate projects in the affected area
• Does your team already have up-to-date GIS layers, as-built plans, CCTV inspection logs, and prior inspection reports available for review Options: All available and accessible, Partial documentation exists, Minimal documentation, needs field verification, None available
• Which field condition, if found during inspection, would make you stop pursuing full replacement and instead pursue temporary or emergency fixes Options: Extensive undocumented utilities, Contaminated soils needing remediation, Private property access restrictions, Uninsurable right of way issues, Other (specify)

The Other Options You're Weighing: incumbents, in-house, and competitors

• Name the alternatives you are actively evaluating, including your incumbent consultant, internal design, or other firms Options: Incumbent consultant, Local small firm with field presence, National engineering firm, In-house design by city staff, Emergency contractor only, Not yet evaluating alternatives, Other (specify)
• Has anyone on your team proposed solving this without an outside firm, for example by reallocating staff or hiring temporary contractors Options: Yes, full in-house solution proposed, Yes, partial in-house with consultants, No internal proposal so far, Undecided
• What would have to be true about your current internal approach for you to keep it instead of hiring an outside partner
• Select the tradeoffs that would push you away from the incumbent or internal option Options: Faster schedule, Named senior engineers committed for the full term, Demonstrated recent approvals with the state agency, Lower total fee, Better local contractor relationships, Other (specify)
• Identify any internal political or procurement reasons that make replacing an incumbent difficult in the near term

Readiness: Practical constraints that will gate scope and schedule

• To what extent are these prerequisites in place: funding commitment for scoping, basic asset data, permitting access, and a named single point of contact Options: All in place, Most in place, some gaps, Significant gaps exist, None of these are in place
• List the specific permits, approvals, or environmental clearances you believe will be required before construction can begin
• Name the office or title that controls access to critical records and will sign records release to let our team review as-builts and CCTV
• Are existing utility agreements, easements, or franchise arrangements likely to limit construction sequencing or access Options: Yes, several constrain access, Some minor easement issues, No known constraints, Unknown, needs legal review
• Would incomplete asset records be a project stopper for your team, or can you accept a contingency for site investigation Options: Deal stopper without completeness, Accept contingency budget for investigations, Delay until records compiled, Undecided
• Estimate the internal headcount and roles you can dedicate to scoping and permitting during the next 90 days Options: None available, 1 to 2 staff part time, 3 to 5 staff part time, Dedicated full time program lead, Unsure

Approval Path and Contract Triggers: who signs and what they will require

• Identify the decision makers who must approve the contract and the top concern each will raise in review
• At which council or board meeting cycles and procurement deadlines must the contract or authorization be presented Options: Next available meeting within 30 days, Next 1 to 2 meetings, Quarterly cycle, Depends on grant timing, Not required at council/board level
• Does your procurement or grant language require named senior staff commitments in the proposal or contract Options: Yes, required, Preferred but not required, No, not required, Unknown
• Provide the primary evidence or assurances that would justify accepting a fee above published engineering cost guidelines
• Specify the funding milestones or grant approvals that must be achieved before you will authorize detailed design work
• Would structuring the engagement in permit-tied phases accelerate your authorization to proceed Options: Yes, would accelerate, Maybe, depends on terms, No, prefer single authorization, Unsure

Success Signals and Close Criteria: how you will judge success

• Suppose we delivered a final scope, schedule, and named team tomorrow, which single success metric would convince you to sign within 30 days Options: Meets agency timeline, Deliverable includes named senior engineers, Fee within published guidelines, Clear funding path documented, Local contractor buy-in
• How will your council or board weigh prior project performance versus price when deciding to approve this team Options: Performance far outweighs price, Performance slightly more important, Price and performance equal, Price is primary factor, Unsure
• Provide the contract review gates and deliverables that must be complete before you will approve final payment
• State whether unresolved punchlist items would block final acceptance, or if your team will accept a punchlist under warranty with a holdback Options: Block final acceptance until closed, Accept punchlist with holdback, Accept punchlist scheduled under warranty, Depends on item severity
• Specify the warranty periods and expected response times you require for post-closeout support Options: 1 year, 30 day response, 2 years, 14 day response, 3+ years, negotiated response, Specify in contract, Undecided
• Please list the title and preferred contact method for the person who will coordinate resident engineer activities and warranty items after closeout

• Site & Stakeholder Kickoff
• Field Assessment - Site Visit (instantiate per site)
• Regulatory and Stakeholder Interviews
• Constraints Synthesis and Decision Workshop
• Validation and Authorization to Proceed to Scope

• Publish the prioritized constraint register and ratified assumptions to the shared workspace.
• Create and publish a regulatory requirements checklist with target submission dates.
• Request any sample permit forms, application checklists, or guidance documents referenced during interviews.
• Document stakeholder approval thresholds and the items required for council or board authorization.
• Present consolidated findings summary
• Approved and prioritized constraint register that will guide scope and schedule decisions.
• Ratified set of project assumptions to use in the preliminary engineering report and cost ranges.
• Named owners and target dates for resolving the top data gaps and high impact constraints.
• Confirm engagement drivers, success criteria, and constraints
• Assign and track actions to close the top data gaps with due dates and estimated effort.
• Schedule the kickoff meeting for the Project Scope & Staffing Plan once required data items have target closure dates.
• Recap agreed constraints, assumptions, and unresolved items
• Formal authorization to proceed to the Project Scope & Staffing Plan or a documented list of conditions required for approval.
• Acceptance of the probable cost range and near-term schedule for funding and permitting planning purposes.
• Scheduled kickoff date and initial deliverables for the next stage.
• Finalize and distribute the consolidated site assessment and constraint report with the meeting record.
• Prepare the scope and staffing authorization package reflecting ratified assumptions and send for approval.
• Confirm and calendar the Project Scope & Staffing Plan kickoff meeting and required participants.
• Finalized list of sites to assess with dates for each per-site visit.
• Complete stakeholder roster with contact roles and scheduled interview windows.
• Agreed data access checklist and site safety and documentation standards.
• Publish the site visit plan with dates and required access documents.
• Distribute the stakeholder interview schedule and request confirmations.
• Request existing documents listed in the data access checklist before the first site visit.
• Safety and site briefing
• Completed site assessment report draft with observations, photos, and documented immediate risks.
• Enumerated data gaps and recommended follow-up investigations with estimated effort.
• Preliminary list of site-specific cost and schedule drivers to inform the scope estimate.
• Upload and annotate site photos and the completed inspection checklist to the shared workspace.
• Compile measurement logs and instrument readings into the site assessment package.
• Schedule any required targeted follow-up investigations or testing for unresolved items.
• Recap project drivers and regulatory triggers
• Completed permit checklist with required submittals and estimated review durations.
• Named regulatory and stakeholder contacts with documented expectations and escalation paths.
• Clarified approval criteria and funding-related conditions that will affect scope and timing.
• Confirm and prioritize sites for assessment
• Review each constraint, accept or flag for more data
• Present the draft site assessment report and probable cost and schedule summary
• Map permit and approval path with regulatory contacts
• Structured systems walkthrough and inspection
• Prioritize constraints by impact to schedule, cost, and feasibility
• Confirm stakeholder decision criteria and funding constraints
• Confirm authorization to proceed or document conditional approvals
• Document immediate hazards and constructability constraints
• Build the stakeholder interview roster and schedule
• Agree project assumptions and assign data closure owners
• Agree data access, documentation standards, and safety requirements
• Agree immediate next steps and timeline for the scope phase kickoff
• Capture named contacts and communication protocols
• Capture photos, measurements, and metadata
• Confirm outputs, timelines, and next steps
• Confirm outstanding questions and data needs

• Topographic and Utility Survey
• Water Main and Appurtenance Design
• Pump Station and Forcemain Design
• Treatment Facility Process and Mechanical Design
• Detailed Construction Documents (Plans and Specifications)
• Prepare and Submit Regulatory Permit Applications
• Permitting Agency Coordination and Response
• Assist with Bid Advertisement and Procurement
• Bid Tabulation and Contract Award Documentation
• Resident Engineering and On‑site Construction Observation
• RFI, Submittal, and Shop Drawing Review
• Prepare Change Order Documentation and Pricing Support
• Construction Materials Testing Coordination
• Final Record Drawings (As‑Built) and Closeout Documentation

Topographic and Utility Survey

• Identify which survey deliverables you require for design (for example plan and profile sheets, contours, digital terrain model, or GIS layers). Options: Plan and profile CAD sheets, Contours and digital terrain model (DTM), Utility as-built GIS layers, Boundary/ALTA-level deliverable, Other
• List existing control and benchmark references available on site (for example NAVD88 benchmark, city horizontal control monuments, or record survey ties). Options: NAVD88 benchmark present, City horizontal control points available, Property corner monuments shown, No permanent control on site, Other
• Provide the required vertical and horizontal accuracy or contour interval for deliverables (for example 0.1 ft contours for pump station grading). Options: High accuracy — 0.1 ft contours / survey to 0.05 ft, Standard accuracy — 0.2 ft contours, General — 0.5 ft contours, Undetermined — need seller recommendation
• Specify which existing underground utilities must be verified by field potholing or vacuum expose (for example sanitary mains, water mains, storm sewers, and fiber). Options: Sanitary sewer mains and manholes, Water mains and valves, Storm drainage mains and catch basins, Gas/telecom/other private utilities, No potholing required / utility locations accepted as-record
• Attach or describe any record drawings, utility atlas pages, GIS layers, or prior survey reports you can provide to support the survey scope.

Water Main and Appurtenance Design

• Which pipeline sizes, pressure classes, and material preferences should the design assume for water main replacements or extensions (for example 6-inch ductile iron, 12-inch C900, pressure class 350)? Options: Design to match existing sizes/materials, Standard ductile iron (Class 52)/C900 PVC as preferred, Specify a range (e.g., 6–12 inch), Open to seller recommendation
• List the critical appurtenances to be included in design deliverables (for example blowoffs, isolation valves, meter vaults, PRVs, hydrants with flow test data). Options: Fire hydrants with flow calculations, PRV vaults and setpoints, Meter vaults and bypasses, Air/vacuum valves and blowoffs, Other
• Provide the required level of design submittal for bidding (30% conceptual, 60% design development, 90% construction-ready), referencing plan and profile sheets and engineer's estimate. Options: 30% conceptual with estimate, 60% design development, 90% construction-ready (bid set), Need seller guidance on milestone selection
• Specify required hydraulic or pressure analyses artifacts (for example node-and-pipe model, pump curve overlays, or fire-flow scenarios) to be included with the water main design. Options: Hydraulic model updates and node summary, Fire-flow scenario worksheet, Pressure transient analysis (if required), No hydraulic model updates needed
• Indicate any regulatory or local standard references we must follow for water main details (for example state design manual, local standard details, AWWA standards). Options: State water design manual required, Local municipality details must be used, Follow AWWA standards where applicable, Provide list of required standards

Pump Station and Forcemain Design

• Specify the pump station functional program and firm capacity requirements (for example peak wet weather flow in MGD, emergency backup runtime). Options: Provide existing flow data for sizing, Design to a specified peak flow (buyer will provide), Seller to develop flow projections from historical data, Unknown — request site assessment
• Which control, telemetry, and electrical deliverables must be included (for example PLC I/O list, SCADA points, one-line electrical diagram)? Options: PLC I/O list and sequence of operations, SCADA point list and tagging, One-line electrical single-line diagram (SLD), Standby generator sizing and ATS details
• Provide site constraints that affect pump station layout (for example floodplain elevation, setback limits, easement widths, or existing buildings).
• Indicate required forcemain design artifacts (for example plan/profile sheets, transient analysis, air release vault locations, and valve station details). Options: Plan and profile with slopes and grades, Water hammer/transient analysis, Air release and vacuum valve locations, Easement exhibits for forcemain alignment
• Estimate whether temporary bypass pumping, dewatering, or odor control design should be included in construction-phase services. Options: Bypass pumping design required, Bypass included as construction support only, No bypass expected, Seller to evaluate during site visit

Treatment Facility Process and Mechanical Design

• Describe the treatment process deliverables required (for example process flow diagrams, mass balance worksheets, equipment schedules). Options: Process flow diagrams (PFDs), Mass balance and design loading calculations, Equipment schedule with vendor data placeholders, All of the above
• Identify any regulatory effluent or discharge limits that must be used in process design (for example NPDES numeric limits, nutrient caps, or seasonal variances).
• Specify mechanical equipment documentation required at each design milestone (for example pump curves, vendor cut sheets, HVAC load calculations). Options: Pump curves and selections, Vendor cut sheets and motor selections, HVAC and ventilation sizing for wet wells, None of the above — buyer will provide
• Indicate required redundancy or reliability standards for critical systems (for example duplex pumps on duty/standby, emergency power duration in hours). Options: Duplex duty/standby pumps, Triplex or redundant pumping, Standby generator sized for 24-hour runtime, No redundancy required
• Provide any process performance acceptance targets to be carried forward (for example % BOD removal, ammonia limits) or request seller recommendation. Options: Buyer will provide numeric targets, Seller to propose targets per permit conditions, Targets not yet determined

Detailed Construction Documents (Plans and Specifications)

• Which CSI MasterFormat specification divisions must be included in the contract book (for example Division 33 Utilities, Division 23 HVAC, Division 01 General Requirements)? Options: Division 01 — General Requirements, Division 02–06 — Site and civil, Division 22/23 — Plumbing/HVAC where applicable, Division 33 — Utilities, Other divisions as required
• Provide the desired bid package structure (for example single prime contract, multiple prime packages, or staged procurement by specialty). Options: Single prime contract (general contractor), Multiple prime packages (mechanical, electrical), Staged procurement with early civil package, Undecided — need seller recommendation
• Indicate required design submittal milestones and deliverable formats (for example 30/60/90/100% PDF and editable CAD/DWG files). Options: 30/60/90/100% with CAD and PDF, 90% design only then bid-ready, Electronic PDF only, Other
• Specify if front-end specifications must include local contract clauses or funding agency special conditions (for example state grant special provisions or federal Davis-Bacon clauses). Options: State grant conditions required, Federal funding clauses required (Davis-Bacon), Local municipality clauses required, No special clauses
• What acceptance criteria will define the 100% bid-ready set (for example 100% plans and specs, engineer's estimate, permit checklist completed)?

Prepare and Submit Regulatory Permit Applications

• Which permits are anticipated for the project (for example NPDES permit, state wastewater construction permit, USACE permit, local grading permit)? Options: NPDES/effluent permit actions, State construction/wastewater permit, US Army Corps of Engineers (wetlands) permit, Local grading and erosion control permits, Other
• List documents you can provide to support permit applications (for example existing effluent monitoring data, previous permit files, environmental studies).
• Specify required seller deliverables for each permit submittal (for example application forms, technical attachments, completed checklist, engineer's certification). Options: Signed application forms, Technical attachments and engineering report, Wetland/delineation reports if needed, Public notice materials
• Indicate allowed timelines for permit review and issuance that the project must meet (for example permit issued before grant milestone or construction mobilization). Options: Permit must be obtained before funding milestone, Permit before bid advertisement, Permit during construction with conditions allowed, No fixed timeline — seller to propose
• What acceptance criteria will validate permit approval for each agency (for example signed permit, agency-issued authorization letter, or formal Notice to Proceed)?

Permitting Agency Coordination and Response

• Who are the named agency contacts or plan reviewers you have engaged (provide name, agency, and role for state environmental, county, and municipal reviewers).
• Provide any prior agency comment letters or permitting history for the site that could inform response strategy.
• Specify required frequency of coordination updates with reviewing agencies (for example weekly conference calls, submission-response tracking). Options: Weekly coordination calls, Biweekly progress emails, Ad-hoc as comments arrive, Monthly in-person meetings
• Indicate whether public hearing or council/board presentation materials are needed to support permit approvals or funding conditions. Options: Public hearing materials required, Council/board presentation support required, Neither required
• Estimate expected number of formal agency comment-response cycles we should budget for (for example 1, 2, 3+ full response submittals). Options: One round, Two rounds, Three or more rounds, Unknown — seller to advise

Assist with Bid Advertisement and Procurement

• Specify the procurement method desired (for example competitive sealed bids, request for proposals with qualifications, or unit-price bidding). Options: Competitive sealed bids (low bid), Qualifications-based selection (QBS), Unit-price bidding, Other
• Provide required advertisement windows and mandatory pre-bid timelines (for example 21-day advertisement or mandatory pre-bid walkthrough date). Options: Standard 21-day advertisement, Shortened advertisement with waiver, Buyer will set custom timeline
• Indicate whether you require seller-prepared procurement exhibits such as bid forms, bidder qualifications checklist, and sample contract documents. Options: Bid forms and instructions, Bidder qualification checklist, Draft construction contract and general conditions, All of the above
• Identify any local procurement constraints (for example prevailing wage requirements, local vendor preference, minority business enterprise goals). Options: Prevailing wage required, Local vendor preference, MBE/WBE participation goals, No special constraints
• Provide the anticipated bid opening and award approval path (for example award by city council meeting date or delegated to public works director). Options: Council or board award required, City manager/delegate award allowed, State funding agency approval required before award, Undetermined — buyer will confirm

Bid Tabulation and Contract Award Documentation

• Which bid evaluation criteria should be captured in the tabulation (for example base bid, unit prices, alternates, bidder qualifications)? Options: Base bid and unit prices, Alternates and deductive/ additive items, Responsiveness and qualifications, All of the above
• Specify required post-bid deliverables for award (for example engineer's recommendation letter, bid tabulation spreadsheet, bidder responsibility determination). Options: Engineer's recommendation memo, Detailed bid tabulation spreadsheet, Bidder responsibility documentation, Notice of award/intent to award draft
• Provide the threshold for a responsive bid or the basis for rejecting bids (for example bids exceeding engineer's estimate by X percent). Options: No threshold — standard responsiveness rules, Reject bids >20% above engineer estimate, Buyer to set threshold case-by-case
• Indicate whether contract documents must incorporate grant or bond milestone clauses and specify any mandatory language. Options: Grant/bond milestone clauses required, No special milestone clauses, Buyer to supply required clause text
• Who will sign the construction contract on behalf of the buyer and provide evidence of authority (for example city manager, board chair)?

Resident Engineering and On‑site Construction Observation

• Describe the expected resident engineering coverage (for example full-time on-site inspector, part-time weekly visits, or milestone inspections). Options: Full-time on-site resident engineer, Part-time periodic inspections (weekly), Milestone-based inspection only, Hybrid coverage
• Provide required daily or weekly reporting artifacts from field staff (for example daily reports, photo logs, QA/QC checklist, RFI log entries). Options: Daily field reports and photo log, Weekly summary reports, QA/QC checklists and test logs, RFI and submittal log updates
• Specify materials inspection and acceptance responsibilities for items such as pipe bedding, concrete compressive tests, and hydrant installation. Options: Inspect and witness materials testing, Coordinate but not witness testing, Buyer will provide materials inspector, Seller to recommend staffing
• Indicate required health and safety compliance artifacts for on-site staff (for example site-specific safety plan, lockout/tagout procedures, confined space entry permits). Options: Site-specific safety plan required, Contractor safety program acceptance only, Confined space and LOTO procedures required, Standard municipal requirements
• Estimate anticipated construction duration phases we should staff for (for example 3-month civil phase, 6-month mechanical phase). Options: Less than 3 months, 3–6 months, 6–12 months, 12+ months

RFI, Submittal, and Shop Drawing Review

• Specify turnaround time expectations for RFI responses and shop drawing reviews (for example 5 business days, 10 business days). Options: 5 business days, 10 business days, 15 business days, Negotiable per volume
• Provide the maximum number of RFI or submittal reviews included in the fixed scope before additional fees apply. Options: Up to 25 RFIs/submittals, 26–50 RFIs/submittals, 50+ — negotiate additional scope, No fixed cap — time-and-materials
• Indicate preferred submittal review artifacts and format (for example PDF markup, redline CAD, submittal log spreadsheet). Options: PDF markup with comments, Redline CAD/DWG, Submittal log spreadsheet updates, Vendor cut sheets attached
• Identify shop drawing items that require stamped review or third-party verification (for example structural steel connections, pressure vessels, or large pumps). Options: Structural elements require stamped review, Pressure-containing items require third-party cert, Pumps and large mechanical equipment, No stamped reviews required
• Report any existing contractual submittal turnaround clauses we must honor (for example 14-day review window mandated by funding agency).

Prepare Change Order Documentation and Pricing Support

• Describe how you prefer change orders to be documented (for example detailed scope narrative, priced line-items, schedule impact statement). Options: Detailed narrative with priced line-items, Lump-sum change order with schedule attachment, Time-and-materials supporting backup, Other
• Indicate the authority threshold for buyer-signed change orders (for example <$10,000 delegated to director, >$10,000 requires council approval). Options: Delegated to director under $10k, Delegated to manager under $50k, All COs require council/board approval, Buyer to provide threshold
• Specify required cost backup for change order pricing (for example subcontractor quotes, unit-price application, certified payroll offsets). Options: Subcontractor quotes required, Unit-price application from bid schedule, Certified payroll documentation for labor, Seller recommendation acceptable
• Indicate whether the seller should maintain a change order log in the project management system and provide monthly summaries. Options: Maintain CO log and monthly summaries, Provide CO log on request, Buyer will maintain CO log
• Approximate the expected frequency of change orders based on project type (for example low, moderate, high) to guide contingency budgeting. Options: Low expected CO frequency, Moderate expected CO frequency, High expected CO frequency, Unknown — seller to advise

• Master Services Agreement (MSA)
• Statement of Work (SOW)
• Fee Schedule & Payment Terms
• Staffing Commitment Letter
• Approval & Authorization Package
• Funding Contingency Agreement
• Public Procurement & Grant Compliance Addendum
• Insurance & Indemnity Addendum
• Change Order Agreement
• Termination & Suspension Agreement
• Funding Milestone Assurance (Escrow or LOC)

• Post-Closeout Go-Live Health Check
• First Measurement Review (weeks 4-10)
• 90-Day Operational Realization Review
• Quarterly Operational Review and Ongoing Support

• Refresh the escalation contact list and publish it in the shared channel.
• Deliver documented proof of incumbent system decommissioning or read-only retention and archive completion.
• Submit any outstanding regulatory reports required to close permit conditions.
• Operational performance trends
• Confirm whether unplanned service interruptions per month and open change request counts meet the expectations set at Acceptance & Closeout.
• Agree a prioritized remediation and change-request plan for the next 90 days with named owners.
• Ensure operations team has required training and emergency procedures documented and accessible.
• Publish the prioritized 90-day backlog with owners and target delivery dates.
• Schedule training sessions or handover workshops for any remaining operations gaps.
• Update the shared support channel with the SLA for warranty response and change-request handling.
• Warranty SLA and closure rate
• Maintain or improve the warranty closure rate within the target SLA and reduce average change-request resolution time compared to the prior quarter.
• Ensure regulatory obligations are on track and no compliance items are at risk of enforcement action.
• Keep the shared support channel updated and confirm escalation contacts and procedures.
• Produce a quarterly support report with warranty SLA performance and change-request metrics.
• Assign owners for the top three operational priorities and set milestones for the next quarter.
• Reconfirm closeout deliverables and owners
• All closeout deliverables are confirmed present and owners named for ongoing operations and warranty management.
• High-priority blockers and warranty items are identified and have agreed remediation actions and target dates.
• Operations staff have confirmed access to as-built records and required permits for routine operation.
• Publish a closeout checklist summary with named owners and circulate to the shared channel.
• Log all open warranty items in the shared tracker and assign target resolution dates.
• Schedule the First Measurement Review meeting with required data owners.
• Present metrics: punchlist closure rate and avg warranty resolution time
• Determine whether punchlist closure rate and average warranty resolution time are trending to the targets recorded in Acceptance & Closeout and document gaps.
• Confirm the incumbent system wind-down is complete or has an agreed retention and archive plan owned by a named party.
• Assign corrective actions with owners and dates to bring metrics to target.
• Create a remediation plan for the top three metric gaps with owners and target dates.
• Change request backlog review
• Change request throughput and lead time
• Handover and site access verification
• Diagnose gaps and root causes
• Warranty item burn-down
• Early operations observations
• Regulatory and permit obligations
• Regulatory compliance status
• Shared support channel and escalation review
• Operational handover completeness
• Open warranty items and immediate blockers
• Incumbent system decommissioning and single-source of truth
• Agree corrective actions and owners
• Agree prioritized backlog for next quarter
• Quarter priorities and owner confirmations
• Agree immediate remediation actions