Project fit & delivery capabilities

• To make the best use of your time, which facility type best matches this opportunity? Options: Gas processing plant, Compressor station, NGL fractionator, Pipeline, meter station, or loop, Multiple of the above, Other (please specify)
• Which basin or region will the work be executed in? Options: Permian, Appalachian, Haynesville, Other US basin, Multi-basin, Undecided
• Do you expect the contractor to self-perform heavy mechanical, pipe fabrication, and electrical/instrumentation work, or is subcontracting acceptable? Options: Self-perform required, Self-perform preferred but not required, Subcontracting acceptable, Undecided
• How would you characterize craft labor availability and subcontractor depth for this project? Options: Strong local craft availability, Moderate with some gaps, Scarce; labor is a key risk, We will supply named craft resources, Unsure
• What safety performance thresholds or certifications should bidders meet (for example TRIR, EMR, ISNetworld, or equivalent)? Please specify ranges or requirements.
• Which contract structure(s) are you willing to consider for award? Options: Lump-sum / turnkey, Reimbursable / cost-plus, Hybrid (e.g., price + target or GMP), Open to any of the above, Undecided

Budget

• Is there an allocated budget or a target budget range for this scope? Options: Under $5M, $5M–$20M, $20M–$50M, $50M–$200M, Over $200M, No allocated budget yet / planning estimate only

Decision authority

• Who will approve final contract award and who else materially influences the decision? Options: Project Director / PM (approver), VP of Capital Projects / Executive (approver), Procurement (influencer or approver), Executive steering committee (approver), Operations / technical team (influencer), Other (please specify)

Timeline & readiness

• What is your target procurement or construction mobilization timeframe? Options: Immediate / within 1 month, 1–3 months, 3–6 months, 6–12 months, 12+ months, Undecided
• Which single constraint is most likely to determine whether we proceed to full discovery? Options: Permitting or regulatory approval, Budget approval, Long-lead equipment delivery, Craft labor availability, Site access or right of way, Other (please specify)

Quick site and project snapshot

• How often does your team run EPC projects of this scale in the basin you are targeting? Options: Multiple times per year, Once a year, Every few years, Rarely / first time
• Tell me the primary facility type and the core deliverable you expect (for example, gas processing train, compressor station expansion, NGL fractionator module, pipeline loop) Options: Gas processing plant, Compressor station, NGL fractionation module, Pipeline segment, Other
• How many processing trains, compressors, or major skids will your project require? Options: 1, 2, 3, 4+, Undecided
• Estimate your target in‑service quarter or month Options: Within 3 months, 3-6 months, 6-12 months, 12+ months
• Who on your team will be the project director and who holds final budget approval?

Site reality: the constraints that actually break schedules

• If the site had one hidden constraint that would blow your schedule, what would it be?
• Describe your current facility footprint, adjacent operations, and any fenced or restricted zones that limit mobilization
• Where are the preferred tie‑in points and is a recent set of P&IDs and valve lists available for review? Options: P&IDs and valve lists available, Partial documentation available, No up-to-date P&IDs available
• How many acres of laydown, laydown near site, and staging area can you commit to the contractor? Options: <1 acre, 1-5 acres, 5-15 acres, 15+ acres
• Which on-site utilities are constrained today, power, fuel gas, water, effluent handling, or all of the above? Options: Power, Fuel gas, Water, Effluent handling, No constraints identified
• Walk me through the most recent site survey or geotechnical finding that forced a scope change and what you changed because of it

Permits and schedule gatekeepers — who really controls the timeline

• To what extent is permitting likely to be the pacing item for your mobilization date? Options: Controls the critical path, Significant but manageable, Minor risk, Not applicable
• When have you last experienced a permit delay that moved the critical path and how long was the slip? Options: Less than 2 weeks, 2-6 weeks, 6-12 weeks, 12+ weeks, No recent permit delays
• Are there jurisdictional conditions or agency approvals (state environmental, local drilling, pipeline crossing) that would prevent mobilization within your target window? Options: Yes, state-level approvals, Yes, local approvals, Yes, both, No
• Which permits still require sealed drawings or third-party agency review before issuance? Options: Environmental permits, Building/structural permits, Pipeline crossing permits, No sealed-drawing requirements
• Who on your side typically owns long-lead equipment release and do they have delegated PO authority? Options: Procurement owns and has authority, Project director owns, needs VP approval, No delegated authority currently, Other
• If a single permit remained outstanding at mobilization, which permit would force you to pause work?

Decision-making and procurement rhythm — how deals actually get done here

• Walk me through how a mid-project scope change reaches final approval and who must sign for budget increases
• Name the internal stakeholders who will be actively reviewing technical submittals and contractual terms during procurement Options: Project management, Operations, Legal/Contracts, Procurement, Finance, HSE, Other
• How would you describe your procurement cadence for this project — single lump package, phased packages, or rolling releases? Options: Single lump-sum package, Phased packages, Rolling releases, Undecided
• Tell me who your procurement lead will call first to resolve commercial terms and payment mechanics
• In the event the selected contractor cannot meet your required delivery date, who has authority to extend the EPC window? Options: VP Capital Projects, Project Director, Procurement with VP approval, Other
• Should the VP require additional review of final pricing, how long before the VP can give a binding decision? Options: Within 24 hours, 2-3 business days, 1 week, Longer than 1 week

What actually breaks: productivity, pricing, subcontractors, and safety

• Give an example of a past project where craft productivity or material pricing forced a scope reduction and explain the consequence
• How do seasonal weather windows in the target basin change your construction sequencing and contingency hours? Options: Major impact, must sequence around season, Moderate impact, some flexibility, Minor impact, No seasonal effect
• Are there critical subcontractors or specialty vendors you depend on who are currently committed elsewhere this construction season? Options: Yes, several key subs committed, Yes, a few, No conflicts identified, Unknown
• Where do safety metrics such as TRIR and EMR influence your shortlist and commercial scoring for contractors? Options: Top weighting, Significant factor, Moderate factor, Not prioritized
• Do you maintain a contingency fund or escalation allowance for material cost changes, and who must approve draws from it? Options: Yes, pre-authorized by budget owner, Yes, requires VP approval, No contingency fund, Undecided
• What single site or labor constraint would make you stop pursuing an external EPC and instead delay the work or self-perform?

Alternatives you're seriously weighing

• Name the vendors or internal options you are most likely to select if you decide not to change your current approach Options: Internal construction group, Incumbent EPC contractor, Regional EPC firms, Modular fabricator with yard capacity, New entrant, unproven
• Estimate how many of those options you have prequalified or met with this quarter Options: None, 1, 2-3, 4+
• To stay with your current approach, what measurable evidence would need to change — schedule, cost, or safety performance? Options: Schedule certainty within X weeks, Cost improvement of Y%, Improved safety metrics, Other
• Has anyone on your team proposed completing the scope with your internal construction group only, and if so, what gaps were identified? Options: Yes, staffing gap, Yes, fabrication capacity gap, Yes, skillset gap, No proposal to self-perform
• What would immediately knock a vendor out of contention based on your decision criteria? Options: Poor safety record, Lack of relevant facility experience, No available craft labor, Unwillingness to accept our contract terms, Other
• Suppose your incumbent offered to match price but could not meet your delivery date, would you retain them, split scopes, or move to another bidder? Options: Retain incumbent, Split scopes, Move to another bidder, Undecided

Readiness: the practical gates you must clear before commitment

• Identify the single operational prerequisite, if unmet, that would prevent mobilization (for example, permit, site access, or named craft crew availability) Options: Permit in hand, Site access and staging confirmed, Named craft crew available, Long-lead equipment release, Other
• Is there a single source of truth for P&IDs, instrument lists, and equipment datasheets that your team can provide within two business days? Options: Yes, centralized repo with access, Partial documents available, No single source of truth
• List the disciplines and approximate full-time equivalents from your side who will be dedicated to submittal reviews, RFIs, and schedule coordination
• When do you expect named long-lead equipment to be released to purchase order, within 4 weeks, 8 weeks, or later? Options: Within 4 weeks, Within 8 weeks, 8-12 weeks, 12+ weeks, Unknown
• Please identify who controls site access and any contractor badging or restricted-hours requirements
• Should craft crew availability fall below planned levels next quarter, which approach would you choose: pause, add incentives, or accept a schedule extension? Options: Pause work, Add incentives / overtime, Accept schedule extension, Other

Sign-off, acceptance criteria, and next steps

• Identify the acceptance test or performance metric that, if unmet, would prevent final acceptance and release of final payment Options: Throughput / capacity, Emission or environmental limits, Mechanical completion checklist, Safety performance during commissioning, Other
• How will performance be demonstrated at handover — steady state run, graded commissioning, or a contract performance guarantee test? Options: Steady state run, Graded commissioning with milestones, Performance guarantee test, Combination
• To close commercial terms this quarter, which contract structure would you prefer: lump-sum, reimbursable with GMP, or a hybrid? Options: Lump-sum, Reimbursable with cap / GMP, Hybrid, Open to options
• Provide the concrete acceptance fact your finance team requires to release the first mobilization payment Options: Signed contract and mobilization invoice, Permits and site access confirmed, Named craft crew and yard capacity confirmed, Equipment PO issued
• Indicate your earliest window to review a draft contract and mobilization plan: immediately, within two weeks, or within one month Options: Immediately, Within 2 weeks, Within 1 month, Longer than 1 month
• Assuming a short pilot validates schedule and budget, would your team be authorized to sign a full contract within the same week? Options: Yes, No, needs additional approvals, Maybe, depends on pilot scope

• Technical & Safety Solution Experience

• Confirm the current state and its cost to your team
• You confirm that the seller's fabrication and delivery approach materially reduces field labor hours and protects the committed schedule.
• Provide a draft mobilization milestone plan with critical-path dates and prefabrication delivery windows for your review within five business days.
• You confirm the presented HSE controls and evidence meet your mobilization safety gate requirements.
• Show how the delivery model and fabrication strategy protect the schedule
• Prepare a seller proof package including fabrication yard capacity map, spool delivery sequencing, and the HSE performance summary and controls that were shown.
• You agree on the short list of remaining evidence and target dates required to advance to bid and commercial alignment.
• Demonstrate HSE program fit to your site expectations
• Provide your latest TRIR and EMR figures and list of site-specific safety expectations and permit lead times.
• Provide the top three site constraints and any fixed long-lead equipment dates that must be preserved in the mobilization plan.
• Validate the demonstrated outcomes against your priorities
• Schedule a follow-up session to review the mobilization plan and any contract-price implications after the proof package is reviewed.
• Agree remaining evidence and next decision artifacts

• Technical & Safety Solution Experience
• Technical & Safety Experience Deck
• Technical & Safety Solution Brief

• meeting
• slides
• document

• Fabricate Pipe Spools and Modular Skids
• Transport, Set, and Align Modular Skids
• Heavy Mechanical Erection and Field Rigging
• Pipeline Stringing, Welding, and Tie‑ins
• Electrical Installation and Power Distribution
• Instrumentation Installation, Loop Testing, and Calibration
• Site Civil Works: Grading, Foundations, and Pads
• Long‑Lead Equipment Procurement and Expediting
• Non‑Destructive Testing and Weld Documentation
• Mechanical Completion and Punchlist Closure
• Pre‑commissioning and Commissioning Execution
• HSE Onsite Supervision and Safety Program Delivery
• Temporary Power, Construction Utilities, and Dewatering
• Spare Parts Kits and Field Spares Supply
• Warranty and Post‑Startup Corrective Repairs

Fabricate Pipe Spools and Modular Skids

• Which codes and standards must your fabrication meet (examples: ASME B31.3, API piping standards, NACE corrosion requirements)? Options: ASME B31.3, API piping standard, NACE / corrosion spec, Project-specific / other
• How many spool tags and skid tags do you require fabricated and what is the tag list count range? Options: 1-10, 11-50, 51-200, 200+
• Provide the spool drawing numbers and latest revision baseline you will accept for fabrication submittals.
• Which coating and corrosion protection specification applies to your spools and skids (example: SSPC/NACE, FBE, 3LPP, galvanizing)? Options: SSPC / NACE surface prep and coating, Fusion-bonded epoxy (FBE), 3LPP / multi-layer coating, Hot-dip galvanizing, No coating / other
• Which factory witness points or hold points do you require for spools and skids (examples: Factory Acceptance Test FAT, welding witness, hydrotest witness)? Options: Factory Acceptance Test (FAT) required, Welding and NDE witness required, Hydrotest witness required, No factory witness required

Transport, Set, and Align Modular Skids

• What are the maximum skid dimensions and transported weight per skid you need us to plan for?
• Which transport constraints on your route apply (examples: oversize permits, bridge weight limits, police/escort restrictions)? Options: Oversize/overweight permit required, Bridge/weight restrictions apply, Night convoy or escort required, No special route constraints
• What crane capacity and boom reach must you schedule for skid set operations (specify tonnage and reach if known)?
• What alignment tolerance at final set do you require for skids (flatness in mm, elevation tolerance, bolt torque spec)? Options: ±5 mm, ±10 mm, ±25 mm, Other / project-specific
• Who will provide the as-built survey and geodetic control you require for final skid alignment? Options: You provide survey crew, We provide survey services, Third-party surveyor to be engaged, TBD

Heavy Mechanical Erection and Field Rigging

• What maximum lift weights and tag numbers do you anticipate that will require engineered lift plans for your project?
• Will you require certified rigging crews and professional engineer (PE) stamped lift plans for critical lifts? Options: Yes, certified riggers and PE-stamped plans required, Certified riggers required but no PE stamp, No special rigging certification required
• Which lockout/tagout (LOTO) and confined space entry permits must align with your site HSE procedures? Options: LOTO per OSHA / local equivalent, Site-specific LOTO form required, Confined space entry procedure required, Other
• Which method do you prefer for mechanical field joint alignment and pipe fit-up on site (shim plates and torque sequence, hydraulic pullers, other)? Options: Shim plates and torque sequencing, Hydraulic pulling and alignment jacks, Thermal expansion allowances, Other / project-specific
• Which inspection document types do you require to hand over completed structural erection (digital punchlist, dimensional survey PDF, GPS-tagged photo log, as-built CAD markups)? Options: Digital punchlist, Dimensional survey PDF, GPS-tagged photo log, As-built CAD / BIM markups

Pipeline Stringing, Welding, and Tie‑ins

• Which pipe specification and coating must your pipeline segments meet (for example API 5L grade, FBE, 3LPP)? Options: API 5L, API 5CT, FBE coating, 3LPP / multi-layer, Other
• How many tie-ins and what pressure classes do you require executed (please list tie-in locations and MAOP where known)?
• What welding procedure specifications (WPS) and welder performance qualifications (WPQ) will you require to be documented at handover? Options: Complete WPS/WPQ per ASME/API, Field qualification acceptable with company records, Third-party welder certs required
• Which hydrotest pressure and hold-time criteria do you require for each tested segment (specify psi and hold duration)? Options: Specify per segment in contract, Standard: 1.25×MAOP for defined hours, Project-specific hydrotest criteria
• Which right-of-way (ROW) restoration and erosion control standards must your final reinstatement meet (agency permit references if available)? Options: Meet state NPDES / permit conditions, Meet local municipal restoration standard, You will manage restoration, Other

Electrical Installation and Power Distribution

• Do you have a single-line diagram (SLD) and load schedule for the MCC and transformer that we should design to? Options: SLD and complete load schedule provided, Partial SLD / load data available, No SLD / load schedule available
• What is your site power source and estimated transformer kVA requirement for permanent and temporary power? Options: Utility permanent transformer available, Onsite generator for permanent power, Temporary generator only, Other
• Which cable classifications and hazardous area zoning apply on your site (for example Zone 1/2, Division 2, and required cable type)? Options: Zone 1 / Zone 2 hazardous area, Division 1 / Division 2, Indoor non-hazardous only, Other / mixed
• What electrical testing and deliverables do you require for handover (examples: megger/insulation resistance reports, relay settings, as-built SLD)? Options: Megger / IR reports, Relay protection setting records, As-built single-line diagram, Commissioning handover pack
• Who will coordinate tie-in to your utility metering and revenue metering equipment? Options: You coordinate metering tie-in, We coordinate utility liaison, Third-party metering vendor will coordinate

Instrumentation Installation, Loop Testing, and Calibration

• Do you have an updated instrument index and I/O list referencing your P&ID tag numbers for each loop? Options: Updated I/O list provided, Partial I/O list available, No I/O list available
• Which DCS/PLC protocol and integration endpoint do you require for your control system (examples: MODBUS, OPC-UA, Foundation Fieldbus)? Options: MODBUS, OPC-UA, Foundation Fieldbus, Proprietary / other
• What calibration standards and traceability do you require for your flow meters and pressure transmitters (examples: NIST traceable, ISO 17025 lab calibration)? Options: NIST traceable calibration, ISO 17025 accredited lab calibration, Manufacturer calibration only, Other
• How many instrument loops require loop-testing and how do you want loop sheets documented (digital, paper, tag-linked)? Options: 1-10, 11-50, 51-200, 200+
• Which spare instrument quantities by tag do you require to be supplied with each train (list critical tag numbers and qty)?

Site Civil Works: Grading, Foundations, and Pads

• Have you provided a geotechnical report and allowable bearing pressure to inform foundation design for your site? Options: Geotechnical report provided, Geotech partial / supplementary testing needed, No geotechnical report provided
• Which concrete strength and embed requirements do you specify for equipment pads (for example 4000 psi with specified rebar pattern)? Options: 4000 psi with specified rebar, 3000 psi standard, Owner / project-specific spec
• Which stormwater and erosion control permits does your project require (example: state NPDES reference or local municipal permit)? Options: State NPDES / discharge permit, Local municipal permit, No stormwater permit required
• How many foundations will require anchor bolt templates and as-built anchor reports to be delivered to your team? Options: 1-5, 6-20, 21+
• When will you provide site survey benchmarks and finished grade control for pad layout (before mobilization, during mobilization)? Options: Before mobilization, During mobilization, You will provide benchmarks later, TBD

Long‑Lead Equipment Procurement and Expediting

• Which long-lead items do you consider critical by tag or equipment type (examples: compressor package, main heat exchanger, cryogenic column)?
• What vendor lead times and milestone delivery dates must be reflected in your project schedule for each critical item (please specify lead time in weeks/months)?
• Will you require vendor factory acceptance tests (FAT) with third-party or buyer witness at the vendor shop? Options: FAT with third-party witness required, FAT with buyer witness required, No FAT required
• How do you require vendor data packages and submittals to be structured for approval (examples: P&ID cross-reference, vendor datasheets, material test reports MTRs)? Options: Complete vendor data package required, Phased submittals acceptable, Digital submittal portal required
• Which delivery method do you prefer for long-lead items to your site (direct-to-site, yard delivery then transport, staged deliveries)? Options: Direct-to-site delivery, Yard delivery then site convoy, Staged deliveries (by milestone), Other

Non‑Destructive Testing and Weld Documentation

• Which NDT methods must be applied to each weld class on your project (examples: radiography RT, ultrasonic UT, magnetic particle MPI, penetrant PT)? Options: Radiographic testing (RT), Ultrasonic testing (UT), Magnetic particle inspection (MPI), Liquid penetrant testing (PT)
• Will you require third-party NDT certification and weld maps linked to your P&ID tag numbers at handover? Options: Third-party NDT with weld map required, Contractor NDT with buyer review, No third-party NDT required
• What acceptance criteria per weld do you require (examples: ASME acceptance levels, API class limits, project-specific reject criteria)? Options: ASME acceptance levels, API weld acceptance criteria, Project-specific acceptance criteria
• Which documentation format do you require for WPS/PQR and material traceability (digital MTRs, stamped hard copies, both)? Options: Digital MTRs (PDF), Stamped hard copies, Both digital and hard copies
• How do you want pressure test evidence submitted for your records (pressure test certificates, signed pressure charts, video of tested sections)? Options: Pressure test certificates, Signed pressure charts, Video evidence of test, All required

Mechanical Completion and Punchlist Closure

• Which mechanical completion checklist items must you have verified by tag number (torque values, lubrication points, valve stroke verification)?
• What are the measurable acceptance criteria for mechanical completion that you will accept (examples: percent of punchlist closed, no high-priority items open, allowable leak rate)? Options: 100% critical punchlist closed, 95% punchlist closed with documented remediation plan for remaining, Project-specific acceptance criteria
• How do you want preserved certificates delivered for mechanical completion (digital calibration certificates, bolting tension records, NDE reports)? Options: Digital certificate pack, Hardcopy certificates, Both digital and hardcopy
• Who will own punchlist generation and resolution tracking on your site and which tracking platform should be used? Options: You will own and track punchlist, We will own and manage punchlist, Third-party punchlist management platform
• When do you schedule mechanical completion turnover to commissioning relative to final torque and hydrotest sign-off? Options: Immediately after sign-off, After cold commissioning preparation, Per agreed milestone in schedule

Pre‑commissioning and Commissioning Execution

• Which pre-commissioning activities do you require executed by tag (examples: flushing by line, nitrogen purge, loop checks, instrument zero/span)?
• What evidence will validate successful commissioning of the gas processing train for your acceptance (examples: achieved throughput at specified flow, vendor SAT reports, stable operating pressure/temperature)? Options: Achieve nameplate throughput for 24 hours, Stable operation for 72 hours with vendor SAT, Project-specific commissioning criteria
• Who will supply temporary utilities for pre-commissioning on your site (compressed air, instrument air, nitrogen, temporary power)? Options: You will supply utilities, We will supply utilities, Third-party supplier will provide utilities
• Which commissioning phases require vendor presence on your site (examples: compressor vendor, exchanger vendor, control system vendor)? Options: Vendor required on-site for start-up, Vendor remote support only, Vendor presence not required
• How should pre-commissioning test logs and tag-linked commissioning records be delivered to your document control (digital loop sheets, signed FAT/SAT packages)? Options: Digital commissioning records (tag-linked), Signed paper records, Both digital and paper

HSE Onsite Supervision and Safety Program Delivery

• What target safety performance metrics do you require during construction (total recordable incident rate (TRIR) and experience modification rate (EMR) thresholds)? Options: TRIR <= 0.5 and EMR <= 1.0, TRIR <= 1.0 and EMR <= 1.2, Project-specific thresholds
• Which site emergency response and spill control plans must integrate with your regulatory contacts and incident reporting requirements? Options: Full site emergency response plan required, Use your site ER plan with integration, Minimal spill control plan required
• Will you require behavior-based safety observations, root-cause incident investigations, and lockout/tagout (LOTO) audits during construction? Options: Yes to all, Only incident investigations and LOTO audits, No
• What HSE documentation must be included at handover to your operations team (examples: safety management plan, MSDS library, incident logs)? Options: Safety management plan and MSDS library, MSDS only, Full HSE handover pack with incident logs
• Will you require contractor orientation and site-specific HSE training prior to mobilization with attendance logs? Options: Yes, orientation and training required, Orientation only, No

• EPC Project Agreement
• Scope of Work (SOW) and Acceptance Criteria
• Insurance, Bonds & Warranty Schedule
• Change Order Procedure
• Payment, Retention & Invoice Schedule
• Mobilization & Procurement Readiness Certificate
• Long-Lead Procurement & Fabrication Commitments
• Commissioning & Final Acceptance Protocol
• Subcontracting and Labor Management Plan
• HSE & Regulatory Compliance Addendum
• Dispute Resolution and Termination Agreement

• Go-live Health Check (weeks 1-4)
• First Performance Measurement (weeks 4-10)
• 90-day Warranty and Performance Review (post-acceptance realization)
• Quarterly Realization Review (ongoing cadence)

• Publish the lessons-learned summary and schedule any required training or procedure updates identified in the session.
• Warranty ticket inventory and status
• Document current warranty backlog and commit to a time-bound burn-down plan for open tickets.
• Reduce mean time to resolve warranty tickets by agreeing process changes or resource commitments to be implemented within the next reporting period.
• Confirm operational tuning activities required to reach the throughput target recorded in Bid & Scope Definition and set completion dates.
• Publish the warranty burn-down plan with prioritized ticket list, required workstreams, and target resolution dates.
• Enable and document the shared warranty channel for ongoing issue capture and triage, and circulate access instructions to buyer and seller teams.
• Schedule a focused operational tuning window to achieve the remaining throughput gains and record expected impacts and dates.
• Operational performance trends
• Confirm whether throughput and safety metrics are sustained at or trending toward the targets recorded in Bid & Scope Definition.
• Maintain a prioritized and specific warranty/enhancement backlog in the shared channel and agree the top quarterly priorities.
• Document and assign follow-up for at least three lessons learned that will improve future projects and site operations.
• Update the shared quarterly performance report with throughput and safety trend charts and circulate to stakeholders.
• Refresh the prioritized warranty and enhancement backlog in the shared channel and confirm the next quarter's delivery plan.
• Re-confirm scope, acceptance owners, and key handover facts
• All critical go-live facts (permits, site access, long-lead delivery, crew availability) are validated or have named remediation owners and dates.
• Incumbent system is verified as decommissioned or formally retained read-only and data archival status is documented.
• High-priority open issues logged with owners and committed resolution dates.
• Publish a go-live health report listing validated facts, open issues, and remediation owners and dates.
• Place legacy system in documented read-only state or confirm contract termination and archive status, then record location of archived data.
• Create the remediation tracker for high-priority open issues and circulate to all named owners for acknowledgement.
• Present first measurement data versus targets
• Establish why punchlist closure rate or throughput are off-target and confirm the primary causal factor for each gap.
• Agree a prioritized remediation plan with task descriptions, dates, and named owner roles to return metrics to target.
• Confirm milestone timeline for closing remaining post-acceptance prerequisites referenced in Final Acceptance & Warranty Sign-Off.
• Publish the remediation plan and tracker with task descriptions, target dates, and owner roles for each gap.
• Run a targeted craft productivity or spool-installation audit and deliver findings within two weeks.
• Schedule on-site verification for the top 5 unresolved punchlist items and record expected completion dates.
• Deployment and mobilization validation
• Safety performance review
• Root-cause analysis for observed gaps
• Mean time to resolve warranty tickets and remediation effectiveness
• Agree corrective actions and timelines
• Operational performance versus throughput target
• Warranty and enhancement backlog update
• Early operational signals and anomalies
• Confirm path to close remaining prerequisites documented in Final Acceptance & Warranty Sign-Off
• Incumbent systems wind-down checkpoint
• Safety and incident review
• Lessons learned and continuous improvement actions
• Agree warranty burn-down plan and shared warranty channel
• Open issues triage and immediate remediation actions