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Inside this journey
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Project Discovery
Clarify project drivers, mandatory in-service date, cost of delay, decision-makers, and must-have performance and safety requirements.
Discovery Questions
In One Line: The Bet You're Making
- Give us the one-sentence project brief — primary objective, plant type, and the mandatory in-service date.
- What business driver makes that in-service date non-negotiable (PPA start, regulatory deadline, capacity obligation, other)?
- How would you describe the downside if the plant misses the date — financial exposure, reputational impact, or operational consequences?
- Roughly, what's your internal estimate of cost of delay per month?
- Who on your team is most accountable for meeting the in-service date (name or role)?
If the Schedule Slips, Who Really Pays?
- If I asked you to imagine a one-month slip right now, what would be the immediate ripple effects for your organization?
- Which cost categories would increase first and by how you’d like us to capture them (replacement power, capacity payments, penalties, incremental financing)?
- How much of that delay cost do you expect the EPC to be contractually responsible for vs. absorbed internally?
- Have you experienced schedule-driven supplier or long-lead delays on prior projects? Tell us a specific example and outcome.
- How willing are you to trade incremental budget for greater schedule certainty (strongly willing / somewhat / not willing)?
Who Decides — And Who Gets the Call at 2 AM?
- Does your current decision-making structure enable single-point acceptance for schedule, cost, and technical decisions, or is it distributed across committees?
- List the key roles that must approve the EPC contract (select all that apply).
- For each of those roles, how quickly can they provide final sign-off when presented with a commercial and technical package?
- Who is your preferred single point of contact for technical clarifications and who for commercial negotiations? (name/role)
- When contentious issues arise, what escalation path do you expect between your team and the EPC (daily stand-up, weekly steering, executive escalation)?
The Non-Negotiables — What Must Never Be Compromised
- If you could hand us a checklist of must-have technical and safety requirements, what are the top three that would cause you to walk away if unmet?
- Which of these measurable performance commitments are mandatory for your contract (select all that apply)?
- How do you expect performance to be validated—document review, witnessed hot tests, third-party verification, or a combination? Explain what feels bankable to your stakeholders.
- Are there safety or site-specific standards we must meet beyond local code (e.g., corporate HSE program, client contractors’ rules, union requirements)? Please list.
- What minimum warranty length, performance bond or parent company guarantee do you require to consider a contractor ‘bankable’?
Where the Hidden Risks Live — Tell Us What Keeps You Awake
- When you zoom out, which risk feels most likely to derail this project: permitting, interconnection, long-lead equipment, geotech/site conditions, community opposition, or contractor performance?
- Share a specific example of an unexpected issue from a past project and how it was handled — what would you have wanted the EPC to do differently?
- Do you have outstanding permits, interconnection studies, or environmental actions we should know about? Select items that apply.
- How much contingency latitude do you have in schedule and budget to absorb an unforeseen site issue?
- Would you prefer we propose mitigation approaches now (early procurement, bonded long-lead contracts, contingency schedule floats) or present options after a discovery study?
Money, Guarantees and What ‘On the Hook’ Really Means
- If a contractor offered a lower price but limited schedule and performance guarantees, would you take the risk or pay up for stronger protections?
- Which commercial protections are must-haves for you (select all that apply)?
- What level of liquidated damages or milestone penalties do you consider reasonable to ensure contractor accountability (percentage of contract, $/day, other)?
- How important is contract bankability to your financiers — do lenders require specific guarantees, bonds, or escrow mechanisms?
- Are you open to structured options (e.g., pay-for-performance, risk-sharing of fuel/efficiency) to align incentives?
Imagine Day One After Handover — What Feels Like Success?
- Describe the first 90 days after acceptance that would make you feel confident this plant will meet long-term goals.
- Which metrics during initial operation will you watch most closely (select up to three)?
- What handover deliverables do you expect from the EPC (O&M manuals, training, spares kit, as-built drawings, performance warranty documentation)?
- How would you like post-acceptance support structured — a limited warranty response window, a performance monitoring subscription, or a longer-term O&M partnership?
- What communication cadence after handover would give you comfort (daily ops during commissioning, weekly for 90 days, monthly thereafter)?
What Small Step Would De-Risk This Most — And Who Needs to Do It?
- If you had to pick one near-term action that would reduce the biggest unknown today, what is it (site visit, preliminary interconnection study, equipment commitment, risk workshop)?
- Who from your side should attend a focused discovery workshop (roles/names) to make real decisions during that session?
- What timeframe would you be comfortable with to complete a focused discovery & preliminary proposal (select one)?
- What documents would you be willing to share ahead of a discovery workshop to speed alignment (RFP, PPA, interconnection studies, site surveys)? Select those you can provide.
- Finally — what would make you feel 75% confident after our next engagement that schedule and performance risks are under control?
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Solution Experience
Anchor how our turnkey EPC approach (self-perform heavy mechanical, in-house commissioning, single-point responsibility) delivers schedule certainty and guaranteed plant performance in the customer’s specific scenarios.
Experience Meetings
- Current State & Consequence Alignment
- Scenario-Based Solution Experience Workshop
- Technical Execution Proof — Self-Perform & Commissioning
- Validation, Commercial Alignment & Decision
- Seller: Produce an issues register for any remaining technical/commercial open items with owners and target close dates.
- Identify any gaps in data or assumptions that require immediate follow-up before technical proofing.
- Seller: Deliver schedule simulation files, scenario narratives, and a mapping of execution activities to acceptance metrics.
- Customer: Validate or correct assumptions in the scenarios and confirm acceptance metric thresholds (heat rate, output, emissions).
- Seller: Prepare detailed technical proof package (resource plans, commissioning protocols, sequencing) for the next meeting.
- Both: Schedule the Technical Execution Proof session and list required technical/operations attendees.
- Customer: Review and provide comments on the commissioning protocols and accept/reject witness points.
- Both: Create a gap-closure plan with owners and deadlines for any open technical issues.
- Evidence Pack: References & KPI Proof
- Customer is satisfied with the seller's technical capability and execution plans to meet schedule and performance guarantees.
- Customer approves commissioning test protocols and witness points as draft acceptance tests.
- Identify any technical or resourcing gaps and assign owners to close them before commercial alignment.
- Seller: Share full commissioning test procedures, acceptance-test templates, and a resource-loaded heavy-mechanical schedule.
- Seller: Provide references and contact details for two comparable projects with documented KPIs.
- Recap: Current State → Consequence → Future State
- Obtain formal sign-off to proceed to the Mutual Commit/commercial negotiation stage or a short list of final clarifications.
- Align contract-level guarantees and the execution evidence that supports them.
- Confirm governance model and assign owners for contract negotiation and deployment readiness.
- Seller: Draft and circulate a commercial term sheet mapping execution proofs to guarantees, LDs, and bond requirements.
- Customer: Provide final list of contract clarifications, decision authority signatories, and timeline constraints.
- Both: Schedule Mutual Commit kickoff and identify required legal/finance attendees.
- Introductions & Objectives
- Produce a single-sentence current state describing what is broken or at risk.
- Establish explicit, quantified consequences (dollars, months, regulatory risk) tied to schedule/performance failure.
- Agree on the success metrics and acceptance criteria to validate the Solution Experience.
- Confirm attendee list and deliverables required for the Scenario-Based Solution Experience workshop.
- Customer: Share baseline schedule, guarantees in existing contracts, cost-of-delay assumptions, and decision-maker contact list.
- Seller: Prepare three prioritized customer-specific scenarios and schedule simulations for the workshop.
- Seller: Draft the one-sentence current state and consequence statement for validation at the start of the next meeting.
- Both: Confirm date, duration, and attendees for the Scenario-Based Solution Experience workshop.
- Framing: Current State, Consequence & Future State
- Customer confirms that the presented execution model addresses the stated current-state problems and consequences.
- Agree a concrete future-state statement (operational outcome) for the project that will be used in contract language and tests.
- Obtain customer validation of key assumptions for each scenario and sign off to proceed with technical proofing.
- Review Submitted Project Artifacts
- Resource & Heavy-Mechanical Sequencing
- Present Customer Scenarios
- Review of Technical Proof & Agreed Acceptance Criteria
- Commissioning & In-House Test Protocols
- Quantify Consequences
- Commercial Alignment: Guarantees, LDs & Bonds
- EPC Execution Model Walkthrough
- Stakeholders, Decision Rights & RACI
- Schedule Simulations & Mitigation Proofs
- Governance, Escalation & Ownership
- QA/QC, Safety & Interface Management
- Decision & Commitments
- Define Success Metrics (acceptance criteria)
- Commercial Protections Tied to Execution
- Performance Guarantee Mapping
- Validation & Gap Review
- Prework & Logistics for Workshop
- Validation Checkpoints (Diagnosis → Proof → Validation)
- Next Steps, Timeline & Owners
- Next Steps & Commitments
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Solution Scope
Define equipment, civil, mechanical, electrical, controls, commissioning scope, self-perform boundaries, and measurable acceptance criteria tied to heat rate, output, and emissions guarantees.
Scope Configuration
- Procure Combustion Turbine and Generator Package
- Fabricate and Install HRSG and Ductwork
- Heavy Mechanical Erection and Turbine Alignment
- Steam Cycle Piping Fabrication and Welding
- Install Power Transformer and Switchyard Equipment
- Civil Works: Foundations, Roads, and Drainage
- Install Balance-of-Plant Electrical Systems
- DCS and PLC Controls Programming and Integration
- Instrumentation Installation and Calibration
- Pre-Commissioning Mechanical and Electrical Checks
- Full System Commissioning and Start-Up
- Performance Testing and Heat Rate Verification
- Install Emissions Control Systems and Stack Testing
- Install Fuel Handling and Conditioning Systems
Scope Questions
Procure Combustion Turbine and Generator Package
- Is a combustion turbine and generator package required in scope?
- What is the primary fuel type for the turbine?
- Which OEM(s) do you prefer or require for the turbine and generator?
- What is the required delivery / in-service date for the turbine-generator package?
- Which performance guarantees must the package support (select all that apply)?
- Are there site transport, weight, or laydown constraints for delivering the turbine/generator (max weight/length, route limitations)?
Fabricate and Install HRSG and Ductwork
- Is an HRSG in scope for the combined-cycle configuration?
- Which HRSG configuration is preferred or required?
- Does the scope include all ductwork from turbine exhaust to stack including bypass systems?
- Who provides HRSG detailed design (EPC, OEM, Owner)?
- Are thermal recovery or HRSG performance guarantees required (e.g., approach temperature, steam production)?
- Are there site lifting or access constraints for HRSG modules (clearances, crane capacity, assembly restrictions)?
Heavy Mechanical Erection and Turbine Alignment
- Will heavy mechanical erection be self-performed by the EPC or subcontracted?
- Does scope include turbine rotor assembly, alignment, and field machining?
- Should EPC provide heavy-lift equipment mobilization (cranes, rigging) and lift planning?
- What alignment tolerances and acceptance criteria are required for the rotating equipment?
- Which QA/QC inspections and documentation are mandatory (NDT types, bolting records, calibration certificates)?
- Are on-site mechanical crew-hour estimates or constraints that affect scheduling required to be factored into scope?
Steam Cycle Piping Fabrication and Welding
- Does the piping scope include steam headers, drains, condensate and turbine connections?
- Which welding and fabrication codes must be followed?
- What NDT and post-weld heat treatment (PWHT) levels are required?
- Is prefabrication of spools off-site expected or is field fabrication required?
- What are the design steam conditions (pressure, temperature) and materials of construction that affect scope?
- Is owner witness inspection or third-party inspection required for welding and pressure testing?
Install Power Transformer and Switchyard Equipment
- Are power transformers and switchyard equipment to be supplied and installed by the EPC?
- What transformer ratings and high/low voltage levels must be supported?
- Is switchyard civil, foundations, and earthing included in the EPC scope?
- Is relay protection, SCADA integration, and relay setting commissioning required?
- Will the EPC coordinate interconnection testing and utility witness testing, or is that owner responsibility?
- Are oil handling, transformer testing, and preservation procedures required within scope?
Civil Works: Foundations, Roads, and Drainage
- Does civil scope include foundations for turbines, HRSGs, transformers, and major equipment?
- Is a geotechnical report available or must geotechnical investigations be included?
- Are roads, temporary construction access and heavy-haul routes included in the civil scope?
- Are site drainage, erosion control, and stormwater permitting requirements known and included?
- Do you require temporary site facilities (laydown yard, offices, worker accommodations) to be provided by EPC?
- Are seasonal, environmental, or permitting constraints that limit civil work timing documented?
Install Balance-of-Plant Electrical Systems
- Does BOP electrical scope include MCCs, switchboards, cable routing, and field distribution?
- Which voltage levels must be installed and integrated?
- Is cable tray, containment, and raceway installation included?
- Are factory acceptance tests (FAT), loop-checks, insulation resistance tests, and meggering required?
- Is grounding and lightning protection installation part of the scope?
- Will owner-supplied electrical equipment need integration and site acceptance testing?
DCS and PLC Controls Programming and Integration
- Will the EPC supply DCS/PLC hardware and perform programming and integration?
- Is interface with utility EMS/SCADA or plant-level SCADA required?
- Are specific control logic sequences and functional descriptions required as deliverables?
- Which cybersecurity or industry standards must control systems comply with (select all that apply)?
- Is factory acceptance testing (FAT) and site acceptance testing (SAT) required for control systems?
- Do you require as-built I/O lists, loop diagrams, and logic documentation from the EPC?
Instrumentation Installation and Calibration
- Does the instrumentation scope include all field instruments for pressure, temperature, flow, level, and analytical measurements?
- Are calibration standards and traceability requirements specified (NIST traceable, vendor certificates)?
- Are any instruments required to meet Safety Integrity Level (SIL) or Safety Instrumented System standards?
- Are owner-preferred instrument vendors or tag lists to be used?
- Is loop-checking, calibration, and as-built instrument schedule documentation required?
- Are there physical or access constraints for instrument installation (platforms, hazardous areas, ingress/egress)?
Pre-Commissioning Mechanical and Electrical Checks
- Which pre-commissioning activities must be included (select all that apply)?
- Who performs pre-commissioning and functional checks (EPC self-perform, subcontractor, owner)?
- Are special tools, spares, or temporary supplies required on-site for pre-commissioning?
- What safety permits and hot-work clearances are required before pre-commissioning begins?
- What documentation deliverables are required from pre-commissioning (checklists, punch lists, certificates)?
- What is the expected schedule window or milestones for pre-commissioning activities?
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Mutual Commit
Agree commercial and legal terms including schedule guarantees, LDs, warranty and performance bonds, acceptance tests, and escalation/governance cadence.
Agreement Modules
- Statement of Work (SOW)
- EPC Master Agreement
- Schedule Guarantees & Liquidated Damages
- Performance Guarantees & Acceptance Tests
- Warranty, Performance Bonds & Security
- Payment Schedule, Milestones & Financial Security
- Insurance, Indemnity & Risk Allocation
- Change Order & Variation Procedure
- Escalation, Governance & Reporting Cadence
- Commissioning, Start-Up & Test Responsibilities
- Acceptance, Handover & Documentation
- Subcontracting, Key Suppliers & Self-Perform Confirmation
- Permits, Interconnection & Regulatory Commitments
- Termination, Force Majeure & Remedies
- Parent Company Guarantees & Financial Assurance
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Deployment
Operationalize rollout with readiness checks, enablement, and outcome validation.
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Pre-Deployment Readiness
Confirm permits, long-lead procurement status, site access, interconnection prerequisites, insurance/bonds, safety plans, and commissioning readiness.
Readiness Questions
Opening: Tell Us About the Project That Keeps You Up at Night
- Please provide the project name, site location, and your target commercial operation date (COD).
- In one sentence, what is the primary business driver for this project (e.g., PPA start, capacity obligation, fuel conversion, regulatory compliance)?
- Which phase best describes where you are today?
- How fixed is your in‑service date?
- Who on your team owns schedule delivery and who signs off on major commercial milestones? Please list names and roles.
What’s Actually at Stake — Beyond the Numbers
- If this plant is late or underperforms, what are the worst non-financial consequences you worry about (reputational damage, lost future contracts, regulatory scrutiny, executive turnover, customer relations)?
- How would you estimate your monthly exposure (replacement power, capacity penalties, other) if the plant misses COD by one month?
- Who are the internal stakeholders that escalate when deadlines slip, and what tone does that escalation usually take (informational, urgent, political)?
- Tell us about a past project delay you experienced: what slipped, how long did it last, and what were the downstream consequences?
- On an emotional level, what keeps you up at night when you think about this project's delivery?
Where the Schedule Could Break (and What That Costs You)
- Which part of the delivery timeline do you privately believe is most likely to cause a program-level slip?
- Which long‑lead items are already on order or committed, and which remain at risk? (e.g., turbines, HRSG, transformers, control systems)
- Select the current procurement/lead-item status for the project.
- For the two highest-risk items you selected, how long would a supply or delivery delay add to your critical path (estimate in weeks)?
- What contingency plans or schedule buffers do you already have in place to protect COD?
- Have you previously used early long‑lead procurement, bonded purchase, or owner-direct buys to de‑risk schedule? If so, what worked or didn’t?
Who Really Holds the Keys?
- Who in your organization could effectively stop or delay the project if they aren’t confident it’s on track?
- Who is the ultimate decision‑maker for selecting the EPC contractor and signing the EPC contract?
- What procurement approval cadence and governance do you require during selection (e.g., steering committee weekly, monthly executive review, board sign‑off)?
- Are there procurement policies or preferred-vendor rules that would limit our proposed self‑perform model? Please describe.
- How important are bankable guarantees and performance bonds to your lenders/creditors for this project?
- How long does your internal commercial approval process typically take once an EPC commercial term sheet is acceptable?
Performance, Guarantees, and What 'Good Enough' Means
- If the EPC delivered on time but missed guaranteed heat‑rate by 1% or output by 2%, would that be acceptable, or would you expect remedies? Please explain.
- Please state your target acceptance criteria you expect in the EPC (heat rate, guaranteed output, emissions limits, availability).
- Which of the following guarantees are non‑negotiable for you?
- How do you expect performance to be validated at handover — witnessed performance test, third‑party test, owner acceptance test, or other?
- What level of liquidated damages, warranty length, and performance security do you anticipate as acceptable?
- Who on your side leads the technical acceptance and has final sign‑off authority on performance tests?
Construction Risk & Safety — What’s Non‑Negotiable?
- What would cause you to immediately lose confidence in an EPC once construction begins?
- Which on‑site safety metrics matter most to you (TRIR, near‑miss reporting, leading indicators, stop‑work authority)?
- Which portions of mechanical and heavy‑lift work do you expect the EPC to self‑perform?
- What minimum insurance, bonds, or parent company guarantees are required for this project?
- Describe your experience with interface management between civil, mechanical, electrical, and utility interconnection teams — where have issues historically arisen?
- How important is an on‑site EPC safety leadership presence and what cadence of safety reviews do you expect?
If This Went Flawlessly — What Would Change?
- Imagine handover day goes perfectly — what immediate operational and financial differences do you expect to see in month one?
- What post‑handover services would make you feel confident the plant will meet 30‑year reliability targets?
- What specific success signals will you use to decide the project was a success at 6 months and at 12 months?
- Who will own warranty, performance follow‑up, and escalation on your side after handover?
- What is your preferred communication channel and frequency for post‑handover issue tracking (shared portal, weekly calls, ticketing system)?
- Would reference visits to a recently completed similar plant be valuable to your team? If yes, who would attend?
Willingness to Move and Clear Next Steps
- What would make you choose a single‑point EPC with heavy self‑perform and in‑house commissioning over a lower‑priced split‑contract approach today?
- What are the top three barriers that would keep you from moving forward with a preferred EPC option?
- Which of these deliverables would most accelerate your decision (select up to three)?
- What procurement timeline are you targeting for EPC award?
- Are you willing to authorize pre‑deployment readiness work (permit coordination, long‑lead PO commitments, interconnection prep) prior to EPC award to protect schedule?
- What would be the ideal timing and attendees for a follow‑up technical and commercial alignment workshop with our team?
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Construction & Installation Execution
Manage schedule-driven construction with clear owners, heavy-lift and mechanical self-perform sequencing, on-site safety controls, QA/QC, and interface management.
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Commissioning, Performance Testing & Acceptance
Execute commissioning, witnessed performance tests against heat-rate/output/emissions guarantees, document results, and complete final acceptance and handover.
Validation Questions
Setting the Stage — Quick Snapshot
- Which of the following best describes the project you’re building?
- What is your target in‑service / commercial operation date (or date window)?
- Where is the project today—select the single best description of current status.
- What is the current capital budget or range for the EPC scope (order of magnitude)?
- Who is your internal sponsor or champion for this project? (name, title, and role in one sentence)
- What is the single business driver that makes this project urgent for your company right now?
If This Slips, Who Pays — and How Much?
- Imagine the plant misses its contractual in‑service date by one month — what is the direct financial impact to your organization?
- Select the likely magnitude of cost-of-delay per month for your organization.
- Where do those losses come from for you? (select all that apply and then describe the largest source)
- Has the cost-of-delay been quantified in either cash or scenario models for stakeholders (briefly describe the model or its owner)?
- Would you consider phased/partial plant commissioning or interim capacity acceptance to mitigate delay costs?
Who Holds the Keys?
- Who must sign off to award the EPC and who has veto power (list roles or names and their approval threshold)?
- Which internal and external stakeholders must be actively involved through discovery and contracting? (select all that apply)
- Which approval gates in your organization typically cause the most delay or rework on large EPC awards?
- How does your team balance commercial cost versus guaranteed performance when leaders push for lower EPC price?
- Who should be our primary counterpart for day‑to‑day discovery and decisioning?
What Would Fail Your Executive Review?
- What are the non‑negotiable technical or contractual outcomes that would cause leadership to reject the project if unmet?
- Which of the following performance metrics must be contractually guaranteed at acceptance? (select all that apply)
- For the metrics you selected, what tolerance band is acceptable (e.g., ± kW, ± Btu/kWh, % emissions)? Provide any numeric targets you have.
- Do you require witnessed, third‑party performance testing and independent test reports before commercial acceptance?
- What minimum durations for performance and reliability guarantees do you expect (warranty period, performance bond duration)?
Where the Real Risks Live
- If one single risk materialized tomorrow, which would most likely derail schedule, financing, or acceptance—and why?
- From this list, pick the top three risks you are most worried about on this project.
- Which of those risks have actually occurred on your past projects? Briefly describe one example and the impact.
- What mitigation approaches would you consider acceptable—select up to three—and note if you require costed contingencies.
- What contingency percentage or dollar amount would you accept being added to EPC price to transfer specific schedule or performance risks?
- How quickly could your organization approve additional contingency funding if a critical risk materialized?
How Do You Want the Schedule to Feel?
- Would you rather have an immovable in‑service date backed by severe LDs, or a flexible date with shared schedule risk—what is your philosophical preference and why?
- Which contracting model aligns with that preference?
- How important is it to you that the contractor self‑performs heavy mechanical, piping, and commissioning?
- Which schedule milestone(s) are absolute anchors for your business (select all that apply)?
- What level and form of liquidated damages or schedule security do you expect if an EPC misses an immutable date?
Show Me the Evidence — Trust & Track Record
- What is the minimum evidence you need to feel confident that an EPC can deliver both schedule certainty and guaranteed plant performance?
- Which of these proofs carry the most weight for you? (select top three)
- How many comparable reference projects (size/technology/complexity) would you typically require before shortlisting an EPC?
- Do you require parent company guarantees, performance bonds, or warranty funding levels—if so, what minimum thresholds apply?
- What commissioning team composition do you trust most for acceptance testing—external OEM/owner reps, contractor in‑house commissioning, or a blended team? Explain your preference.
Next Steps That Build Confidence
- If we left this meeting and you felt one anxiety had been addressed, what would that single item be?
- Which of these immediate next steps would you prioritize to reduce your top‑of‑mind risks? (select up to three)
- Who from your organization must attend the next session to reach a meaningful decision (roles and names if possible)?
- Which documents can you share to accelerate our discovery (select all you can make available within 2 weeks)?
- Realistically, when would you like a follow‑up meeting to review a proposed mitigation plan and commercial heads of terms?
- Are there any reservations or cultural preferences in your organization about working with an EPC that self‑performs heavy mechanical and commissioning? Please describe.
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Success
Review outcomes against success signals, confirm warranty and performance obligations, and maintain a shared channel for issues and enhancements.
Success Reviews
- Final Acceptance & Outcomes Review
- Warranty & Performance Obligations Confirmation
- Operational Transition & O&M Handover Workshop
- Post-Commissioning Performance Monitoring & Governance Cadence
- Shared Issues, Enhancements & Continuous Improvement Setup
Issues & Enhancements
- Establish governance cadence and clear RACI for performance shortfall resolution.
- Share sample performance calculation spreadsheets and raw telemetry samples used for acceptance.
- Provide a signed escalation/contact matrix with primary and backup contacts and SLA commitments.
- Operations Organization & Responsibilities
- Confirm operations team access to complete, validated as-built documentation and control system baselines.
- Ensure operations staff have required training and competency sign-offs for safe plant operation.
- Agree spare parts strategy and immediate procurement actions for critical spares.
- Upload O&M manuals, as-built drawings, calibration certificates, and software baselines to the shared repository.
- Schedule remaining hands-on training sessions and competency assessments for operations staff.
- Deliver critical spares list with suggested purchase orders and lead-time mitigation plan.
- Monitoring Architecture & Data Flow
- Lock down KPI definitions and measurement method so monitoring outputs are undisputed.
- Provision access to monitoring dashboards and agree reporting cadence and recipients.
- Introductions & Objectives
- Provision dashboard access to agreed users and circulate reporting schedule.
- Publish the KPI calculation workbook and raw data validation checklist.
- Create the governance calendar (weekly ops review, monthly performance review, quarterly executive summary).
- Publish the severity matrix with SLAs and circulation list for acknowledgements.
- Introduce Shared Channel & Templates
- Create a single, agreed channel and standardized templates for issues and enhancements.
- Agree severity categories, SLAs, and the triage/escalation process for issues.
- Assign backlog owner and schedule recurring backlog grooming and CI reviews.
- Create the shared workspace/channel, upload templates, and invite initial user list.
- Run the initial backlog triage and publish prioritized actions with owners and target dates.
- Validate that delivered plant performance meets contractual success signals or document accepted deviations.
- Obtain formal customer acceptance or an agreed remediation/conditional acceptance plan with owners and dates.
- Agree final closeout deliverables and timeline for releasing retention/financial securities tied to acceptance.
- Prepare consolidated acceptance certificate and evidence package for signatures.
- Publish the open-item punch-list with owners, remediation steps, and target close dates.
- Deliver final closeout document checklist (as-builts, O&M manuals, test reports) to customer repository.
- Warranty Register Overview
- Ensure both parties have identical understanding of warranty scopes, durations, and start triggers.
- Agree precise measurement, evidence, and validation methods for performance guarantees.
- Establish clear claims and escalation process with SLAs and financial security reconciliation.
- Deliver final warranty register and a one-page warranty summary for executive distribution.
- KPI Definitions & Thresholds
- As-Built Documentation & Access
- Categorization, Prioritization & SLAs
- Performance Guarantee Mechanics
- Success Signals Summary
- Dashboard & Reporting Package
- Commissioning & Test Evidence
- Training Summary & Competency Sign-offs
- Monitoring & Evidence Requirements
- Backlog Ownership & Grooming Process
- Spare Parts, Consumables & Recommended Inventory
- Enhancement Evaluation & Roadmap Alignment
- Shortfall Resolution Process
- Claims, Remedies & Financial Security
- Open Items & Remediation Status
- Escalation & Contact Matrix
- Maintenance Strategy & Preventive Tasks
- Initial Backlog Review & Priorities
- Acceptance Decision & Signoff
- Governance Cadence & Meeting Roles
- Q&A and Confirmation of Next Steps
- Next Steps & Closeout Deliverables
- Safety & Emergency Procedures Handover