Getting Us Started: Your Site in One Glance

• Give a concise summary of your equipment to be installed, including model type, approximate weight, and your expected production start date.
• How many shifts and people operate in the immediate area where your equipment will be set? Options: 1 shift, 2 shifts, 3 shifts, Continuous 24/7, Variable
• What is your typical floor-to-foundation tolerance or allowable settlement you design for in similar installations?
• Who is your plant contact responsible for approvals, site access, and day-of installation coordination? Options: Plant Manager, Maintenance Manager, Operations Manager, EHS Manager, Project Manager, Other
• When is your targeted vendor commissioning window, and is that production start date fixed or flexible? Options: Fixed date, Flexible within 1 week, Flexible within 2 weeks, Flexible within 1 month, Not decided

Where Installation Commonly Stalls

• What single on-site constraint, if unresolved, would force you to delay or cancel the installation?
• Describe the most recent installation at your site that ran over schedule, what specifically went wrong, and who on your team owned the corrective actions.
• How often do unplanned plant shutdowns or conflicting production priorities affect your scheduled installation dates? Options: Almost every scheduled install, Often, Occasionally, Rarely
• Identify the physical access limitations on your site, such as door widths, overhead obstructions, interior crane capacity, or pit locations, that could require special rigging.
• Estimate the cost per day of a missed production start for the line your equipment will serve.

The People Who Move This Project

• Who on your team has final sign-off for site access, safety approvals, and acceptance of anchoring and alignment reports?
• List the stakeholders on your team who must be present for vendor pre-start and who will sign the mandatory safety gate checklist. Options: Operations, Maintenance, EHS, Procurement, Engineering, Quality, Project Management, Other
• Do you have an internal millwright or craft team that will assist with rigging and alignment, or will you require the seller to provide full on-site craft support? Options: Internal team will handle primary work, Seller will provide full craft support, Shared responsibilities
• Which facility roles at your plant typically raise the strongest objections to installation timing or methods, and why? Options: Operations, Production Supervisors, Maintenance, EHS, Quality, Other
• Give an example of a recent coordination conflict between your maintenance and operations teams during an installation and how it was resolved.

Site Constraints That Force Workarounds

• If standard indoor crane access is not available at your site, which alternative lifting strategies would you accept? Options: External crane outside building, Modular gantry, Hydraulic jack and roll, Self-propelled modular transporter, Split lift and reassemble
• Tell me about any below-floor utilities, ducts, or embedded services under your proposed equipment footprint that would affect anchoring or grout work.
• Are there fixed anchoring or foundation drawings for this area, and can your team share the latest versions prior to mobilization? Options: Yes, full drawings available, Partial drawings available, No drawings available, Can request from facilities
• Where on your site are compressed air, cooling water, and electrical power panels located relative to the intended equipment location, and are distribution maps available?
• Estimate the travel distance on your site from the proposed laydown area to the set location and note any narrow passages or door clearances.

The Alternatives You Are Seriously Considering

• Which install option are you leaning toward today, an incumbent contractor, your internal team, a new external contractor, or a hybrid approach? Options: Incumbent contractor, Internal team, New external contractor, Hybrid approach, Undecided
• Name the current provider or internal group that usually handles this work for your site, and state what would need to change for you to switch providers.
• Rate the likelihood your team could perform the full installation internally within the required timeline without third-party help. Options: Very likely, Somewhat likely, Unlikely, Impossible
• If you stayed with your current approach, what measurable evidence or milestones would assure you it remains the lowest-risk choice?
• List any other vendors or contractors you have requested proposals from for this installation and the status of those proposals.

What Would Kill or Speed the Project

• Why would your leadership walk away from this project at the last minute, beyond budget or schedule concerns?
• Identify the single site safety or insurance issue at your facility that would prohibit outside vendors from performing work on your floor. Options: Insufficient insurance limits, No after-hours access, Confined space restrictions, Outstanding safety incidents, Other
• Could a missing permit or delayed lift plan push your start date by weeks, and if so which permit is most likely to cause the delay?
• Specify the contingency budget or schedule buffer your team requires before committing to a firm installation date. Options: 0-5% budget / 0-3 days, 5-10% budget / 4-7 days, 10-20% budget / 8-14 days, More than 20% / >14 days, Unsure
• When was the last time a vendor failed to meet an alignment tolerance at your plant and what immediate production impact did that cause?

Readiness Facts We Must Verify

• Is there a formal lockout tagout program at your facility and who enforces it during vendor activity? Options: Yes, formal with assigned owner, Yes, informal practice, No formal program, Unsure
• Detail the permits at your site, such as hot work, crane, electrical isolations, or confined space, that are already approved and those still outstanding.
• Name the person or role on your team that owns electrical isolation and confirm whether they can provide lockout support during hookup windows.
• Describe whether your plant utilities meet the machine supplier's requirements for voltage, frequency, and available breaker sizes, and note any gaps. Options: Meets supplier spec, Close but requires upgrades, Does not meet, Unsure
• Explain what approvals, insurance endorsements, or site security conditions would be required if a crane or rigging stayed on your site overnight. Options: Additional insurance endorsement, Overnight security required, No overnight allowance, Other

Defining Success for the Plant

• Would you accept a phased handover where mechanical set and anchoring are accepted before full utility hookups, and under what contractual conditions? Options: Yes, acceptable, Yes, with conditions, No, requires full hookup
• Specify the metrics your team will use to measure production readiness, for example run rate, scrap rate, and uptime during the first 30 days. Options: Run rate, Scrap rate, Uptime, Cycle time, Quality yield, Other
• Rate the acceptable alignment tolerances in microns or degrees that the equipment supplier requires and indicate your tolerance for rework. Options: ≤0.05 mm, ≤0.1 mm, ≤0.5 mm, Supplier spec varies, Unsure
• Provide the role titles on your team that will sign final acceptance and the documents they require to release final payment. Options: Plant Manager, Maintenance Manager, Operations Manager, Project Manager, Procurement, Quality
• Outline the warranty support expectations and on-site response times your team requires after acceptance. Options: 24 hours response, 48-72 hours response, Within one week, On-site within 2 weeks, Other

Next Steps and Decision Criteria

• Suppose the installation completes on time and meets tolerance, what internal approvals on your side are then needed to start production?
• Provide the earliest date your team could sign a fixed work window once all permits and access approvals are in hand. Options: Within 1 week, 2-4 weeks, 1-2 months, More than 2 months, Unsure
• Would paying an accelerated mobilization fee shorten your timeline by measurable days, and what budget authority on your side would be required to approve that fee? Options: Yes, 3-7 days, Yes, 8-14 days, No impact, Unsure
• Declare any other decision dependencies on your side not yet discussed that could prevent you from committing this quarter.
• Suggest a convenient date for your team to review a draft rigging and installation plan so we can keep momentum.

• Installation Experience Walkthrough

• Deliver a site-specific rigging sequence diagram, lift plan draft, and a short risk register within 3 business days.
• Confirm the current state and its cost to your team
• You confirm the proposed rigging and lift sequence eliminates the access conflicts and safety gaps you described.
• Provide as-built foundation drawings, equipment subassembly drawings, and the named site point of contact and available access windows.
• You accept the alignment tolerances, anchoring and grout acceptance checkpoints, and the evidence format for vendor handoff.
• Walk the proposed rigging and lift sequence in your plant context
• Demonstrate the setting, anchoring, and grout sequence
• Confirm alignment tolerances and acceptance criteria in writing so the alignment report template can be finalized.
• You and the seller agree the utility hookup sequence and timing will enable the vendor to commission on the scheduled window.
• Schedule a site readiness checkpoint with core stakeholders within 48 hours after these deliverables are exchanged.
• Show the precision alignment approach and evidence
• You identify any remaining showstoppers that would prevent committing to the on-site installation window.
• Review the utilities hookup and vendor handoff timeline
• Review safety, permits, and site access constraints
• Forced validation, confirm this maps to what you described
• Agree next commitments and evidence required for mutual commit

• Installation Experience Walkthrough
• Installation Experience Deck
• Installation Experience Solution Brief

• meeting
• slides
• document

• Heavy lift rigging and crane operation
• Gantry lifting and hydraulic jacking
• Transport unloading and machine setdown
• Equipment disassembly and reassembly for relocation
• Rough placement and baseplate setting
• Precision leveling and laser alignment
• Anchor bolt installation and torqueing
• Epoxy or cement baseplate grouting
• Vibration isolation mount installation
• Mechanical utility connections (air, hydraulic, coolant)
• Electrical power termination and motor hookup
• Control wiring, conduit routing, and terminations
• Load testing and proof-of-load verification
• Onsite installation safety supervision and rigging watch

Heavy lift rigging and crane operation

• Describe the heaviest single lift (weight in kg or tons) and its footprint dimensions that will be handled during installation.
• Provide the available crane capacities and boom reaches you can access on-site (state capacity in tons and reach in meters).
• List any site access constraints for crane placement (bay spacing, overhead services, floor load limits) and reference structural drawings where applicable.
• Estimate the number of crane lift cycles anticipated for setdown and final placement. Options: 1-2, 3-5, 6-10, More than 10
• Identify existing rigging hardware on-site (slings, spreader beams, shackles) and whether they are certified to the planned lift weight. Options: All certified and available, Some certified, some require inspection, No certified rigging on-site

Gantry lifting and hydraulic jacking

• Indicate whether gantry systems, synchronized hydraulic jacks, or skid systems are approved by your floor design for multi-point lifts. Options: Gantry approved, Hydraulic jacks approved, Skidding allowed, None approved
• Confirm floor slab reinforcement details or provide slab design load (kN/m2) for planning jacking operations.
• Specify the required tolerance for simultaneous jacking (e.g. mm per corner or degrees of tilt) for multi-point lifts. Options: ±1 mm, ±2 mm, ±5 mm, Custom — provide value
• Select the preferred jacking synchronization method on your site. Options: Mechanical linkages, Electronic synchronized jacks, Manual staged jacking, Skid and slide method
• Who will be the on-site certified technician for gantry jacking operations and what certification do they hold?

Transport unloading and machine setdown

• Which receiving dock configuration applies to this delivery (drive-in bay, curbside, level-lift dock, ground pickup)? Options: Drive-in bay, Curbside, Level-lift dock, Ground pickup
• How will you secure an exterior crane pad or blocking if required for truck unloading (existing pad, temporary cribbing, engineered mats)? Options: Existing engineered pad, Temporary timber cribbing, Engineered crane mats, No pad available
• Are there traffic control, road closure, or escort permit needs for the truck size and weight on local roads? Options: Yes — permits required, No — standard access, Unknown — need assessment
• When is your preferred delivery window (date and two-hour window) to minimize production disruption?
• Where on your site should the machine be set down (grid coordinates, bay number, or distance from a fixed landmark)?

Equipment disassembly and reassembly for relocation

• For each subassembly to be removed, provide the item tag, estimated weight, and protective crating or bracing requirements.
• Attach or indicate where OEM disassembly procedures, torque charts, or assembly drawings are stored and must be followed.
• State any factory-sealed alignments, shim packs, or calibrated components that must be logged during disassembly.
• Give the estimated man-hours for disassembly and reassembly broken down by trade (millwright, electrician, plumber). Options: < 8 hrs, 8–24 hrs, 24–72 hrs, >72 hrs
• If special lifting or load-bearing fixtures are required for transport, describe their design capacity and available proof certificates.

Rough placement and baseplate setting

• Outline the required rough placement positions using your facility grid or machine centerline coordinates.
• Note any existing floor irregularities, embedded services, or raceways under the baseplate that affect setdown. Options: Yes — provide drawing reference, No irregularities, Unknown — need survey
• Upload or point to baseplate drawings, machine footprint, and preferred anchor bolt pattern if available.
• Enter the expected baseplate dimensions and weight and whether the baseplate is integral to the machine or a separate item.
• Measure and report the as-built elevation reference (benchmark) and slab flatness tolerance (mm over 3 m) available for leveling.

Precision leveling and laser alignment

• Report the manufacturer's specified alignment tolerances (axial runout, parallelism, gap in mm) for the machine to be aligned.
• Name the precision tools you require for alignment and indicate whether calibration certificates will be provided (laser tracker, laser level, dial indicators). Options: Laser tracker, Laser level, Optical transit, Dial indicators, Other
• Choose the alignment acceptance format you prefer for delivery (report type). Options: Digital alignment report with traceable measurements, PDF with annotated images and values, On-site signed report only
• Rate the criticality of achieving OEM tolerance to avoid rework (1 = low, 5 = mission-critical). Options: 1, 2, 3, 4, 5
• Validate the alignment acceptance criteria by specifying numeric tolerances and the evidence you require (for example: laser report, before/after plots, signed OEM checklist).

Anchor bolt installation and torqueing

• Quantify the anchor bolt specifications required (diameter, grade, embedment depth) and reference drawing callouts.
• Calculate the required bolt torque or pre-load and indicate whether tensioning will use calibrated torque wrenches or hydraulic tensioners. Options: Torque wrenches, Hydraulic tensioners, Specify values in Nm, Other
• Detail the installation sequence for anchor layout, template use, and grout clearance to ensure correct as-built positioning.
• Submit the acceptance evidence required for anchor installation (as-built measurements, torque verification log, and bolted-connection certificate) and specify the signer role.
• Acknowledge any protective coatings, anti-seize, or epoxy sleeves required for anchors in corrosive environments. Options: Zinc plating, Epoxy-coated anchors, Sleeves required, None

Epoxy or cement baseplate grouting

• Describe whether non-shrink cementitious grout or epoxy grout is specified and provide product data sheet references or performance targets (compressive strength, cure time).
• Provide the required grout thickness under baseplates, expected cure window before loading, and temperature constraints during curing.
• List required surface preparation steps (shotblast, priming, moisture control) and indicate which party will perform each step. Options: Surface prep included, Buyer to prepare, Need assessment
• Estimate grout volume and number of installers required, including supervision during cure.
• Identify acceptance tests for grout (cylinder compressive tests, pull-off adhesion) and who will witness or sign results. Options: Cylinder tests, Pull-off adhesion, Visual inspection only, Third-party testing

Vibration isolation mount installation

• Indicate the type of vibration isolation required (elastomeric pads, spring isolators, air mounts) and target natural frequency in Hz. Options: Elastomeric pads, Spring isolators, Air mounts, Custom
• Confirm whether dynamic balancing or existing vibration baselines are available that the isolators must meet. Options: Baseline provided, No baseline, Baseline required to be measured
• Specify the load per mounting point and any eccentric loading information from the machine nameplate.
• Select the preferred mounting hardware finish and corrosion protection for the plant environment. Options: Galvanized, Stainless steel, Zinc coated, Epoxy painted
• Who will be responsible for periodic leveling checks after isolation installation and at what intervals? Options: Site maintenance, We will provide schedule, Third-party monitoring

Mechanical utility connections (air, hydraulic, coolant)

• Which mechanical utilities must be connected at installation and provide basic requirements (compressed air psi/flow, hydraulic port sizes and pressure, coolant flow and temperature). Options: Compressed air, Hydraulic, Coolant, Process fluids
• How do you prefer utility tie-ins to be performed (tap into your headers, install dedicated stub-outs, or contractor to provide service connection)? Options: Tap into headers, Install dedicated stub-outs, Contractor to provide headers, Other
• Are there required fluid cleanliness levels, filtration, or oil ISO codes that must be met before startup? Options: ISO 4406 cleanliness specified, No specific cleanliness, Unknown — need specification
• When will utilities be available on site for hookup (date/time) and are there scheduled plant utility outages we must plan around?
• Where are the nearest utility connection points (P&ID tag, plant utility rack location, or grid coordinate) relative to the machine footprint?

Electrical power termination and motor hookup

• For each motor provide nameplate voltage, phase, service size, and starter type required for termination.
• Attach or reference single-line diagrams (SLD), motor full-load amps, and breaker settings needed for electrical hookup.
• State whether you require cable tray routing, dedicated conduit runs, or flexible connections to the motor terminal box. Options: Cable tray, Dedicated conduit, Flexible conduit only, Other
• Give the available upstream protection coordination settings or the facility's selective coordination requirements for motor circuits.
• If a motor is controlled by a variable frequency drive (VFD), specify VFD location, communications, and EMC filtering requirements.

Control wiring, conduit routing, and terminations

• Outline required control I/O counts, cable types (shielded, twisted pair, multicore), and junction box locations.
• Note any PLC or control panel locations and whether existing cabinets will accept new terminations. Options: Existing cabinet space available, New control panel required, Remote I/O preferred
• Upload or reference I/O wiring diagrams, control schematics, and signal naming conventions to be used for terminations.
• Enter maximum acceptable conduit run lengths and the number of bends between device and controller for cable sizing.
• Measure and provide the distance between the motor terminal box and the nearest starter/panel for cable sizing and pull calculations.

• Master Services Agreement (MSA)
• Statement of Work (SOW)
• Site Access & Work Window Agreement
• Safety Plan & Site-Specific Safety Agreement
• Insurance, Indemnity & Risk Allocation
• Payment Milestone Schedule & Invoice Terms
• Go/No-Go Criteria & Pre-Start Gate
• Change Order & Scope Adjustment Agreement
• Warranty, Post-Installation Support & Defect Resolution
• Permits & Regulatory Compliance Confirmation

• Go-live Health Check (weeks 1-4)
• First Measurement Review (weeks 4-10)
• Acceptance Gate Review (around day 90)
• Operational Quarterly Review

• Maintain the shared issue and warranty channel as the single source for post-acceptance support and assign a monitoring checkpoint each month.
• Produce a documented acceptance decision that records pass/fail per Installation Scope criterion and captures the required signatory for managed engagements.
• Agree concrete remediation steps and verify timelines for any conditional items so acceptance can be closed out.
• Ensure the acceptance record and supporting evidence are published to the shared project workspace.
• Publish the formal acceptance record with pass/fail status for each Installation Scope criterion and archive supporting evidence.
• Execute remediation tasks for conditional items and update the acceptance record when verification is complete.
• Open a shared channel for warranty claims and post-acceptance issue tracking for visibility and escalation.
• KPI and incident trend review
• Ensure installation-related downtime and warranty counts are trending toward acceptable levels and that no unresolved critical items remain open.
• Agree concrete resolution dates for all open warranty claims and punchlist backlog items.
• Confirm the ongoing shared support channel and escalation path for future issues.
• Resolve or advance open warranty claims identified in the meeting and update the issue tracker with completion evidence.
• Close remaining punchlist backlog items with documented verification and update the maintenance plan accordingly.
• Reconfirm installation scope and owners
• Confirm that the installation deliverables listed in the Installation Scope are either complete or have documented remediation plans.
• Identify and prioritize any safety or access blockers that would prevent vendor commissioning, with owners and target clearance dates.
• Produce an updated punchlist with clear next steps and dates for items that block commissioning.
• Publish the updated punchlist and distribute to all named owners within 24 hours.
• Schedule vendor commissioning window conditional on punchlist clearance and confirm the earliest feasible start date.
• Obtain and circulate copies of required permits and lift-plan approvals to the commissioning team.
• Present first outcome data
• Establish whether punchlist closure rate and alignment tolerance adherence are tracking to the Installation Scope targets or require remediation.
• Agree a prioritized corrective action list with deadlines that will bring metrics to the acceptance gate.
• Confirm the timeline to the Acceptance Gate meeting and criteria for moving forward.
• Close the top priority punchlist items identified in the meeting, with completion dates documented.
• Perform alignment rework or fine-adjustments for measurements outside tolerance and file updated alignment reports.
• Verify utilities and named site owners are available for any follow-on work and update the readiness tracker.
• Restate acceptance criteria and numeric targets
• Validate physical installation deliverables
• Present final outcome data per criterion
• Open warranty claims and issue tracker
• Root-cause analysis for deviations
• Outstanding punchlist or durability items
• Utility and support readiness check
• Safety, permits, and site access verification
• Document pass or fail and record acceptance decision
• Agree corrective actions and timelines
• Agree remediation plan for any failed or conditional items
• Next quarter operational actions
• Early operational signals
• Open punchlist and blockers