• Solution Walkthrough Session

• Confirm the current state and cost
• You confirm the proposed supply approach directly addresses the quantified cost drivers surfaced in Discovery.
• Deliver a written proposed supply approach within 3 business days that includes product specs, concentration tolerances, delivery cadence options, handling controls, and a draft trial acceptance matrix.
• You agree to the trial acceptance tests, success metrics, trial volume, and rough timeline for qualification deliveries.
• Present the proposed supply approach
• Provide a sample certificate of analysis template and proposed delivery SLA language for review.
• You identify any remaining gaps or blockers that must be resolved before scheduling the qualification deliveries.
• Simulate a delivery and acceptance scenario
• Provide the last 6 months of chemical usage and tank-level data and a list of stakeholders who will sign technical acceptance.
• Agree the trial and acceptance tests
• Confirm target dates for the one-to-two qualification deliveries within the next 4 weeks.
• Confirm alignment and remaining gaps

• Solution Walkthrough Session
• Solution Walkthrough Deck
• Solution Walkthrough Brief

• meeting
• slides
• document

• Deliver Bulk Tanker Truck Shipment
• Deliver Railcar Chemical Shipment
• Deliver Tote and Drum Shipments
• Supply Trial Deliveries for Product Qualification
• Provide Certificate of Analysis with Each Shipment
• Install and Commission Chemical Dosing System
• Perform Dosing Optimization and On-site Adjustments
• Provide On-Site Technical Support Visits
• Install Tank Level Sensors and Remote Monitoring
• Operate Scheduled Bulk Replenishment Service
• Execute Volume Commitment Supply Agreement with Index-Based Pricing
• Provide Emergency Same-Day Bulk Delivery
• Deliver EHS Storage and Handling Compliance Documentation Package
• Manage Bulk Storage Tank Fill and Inventory Reconciliation

Deliver Bulk Tanker Truck Shipment

• Do you have a designated bulk unloading pad with secondary containment and specified coupling sizes (e.g., 2 inch, 3 inch)? Options: Yes, No
• Provide the permitted delivery window and any gate/escort restrictions (example: 07:00-15:00 weekdays; security escort required).
• Estimate the maximum tanker discharge flow your site can accept in liters per minute (L/min) or gallons per minute (GPM). Options: <500 L/min (<132 GPM), 500-2,000 L/min (132-528 GPM), >2,000 L/min (>528 GPM)
• List required unloading services we must provide at delivery (examples: inerting, vapor recovery, pump hookup, filtered venting).
• Specify the UN/NA number and DOT hazard class we should include on shipping papers for your receiving paperwork.
• Indicate whether driver training or site-specific access credentials (e.g., HAZWOPER, site induction) are required before arrival. Options: Yes, No

Deliver Railcar Chemical Shipment

• Do you have rail siding access that accepts DOT-112/114 tank cars or does offsite transloading apply? Options: On-site siding for DOT-112/114, Offsite transload required, Unsure
• Provide the allowable railcar unloading rate or pump capacity your facility can accept (e.g., cubic meters per hour).
• Identify required railcar paperwork and approvals at your site (e.g., placard copies, routing notice, terminal release).
• Which unloading connections and instrumentation are available on your receiving rack (e.g., 4-inch camlock, 2-inch NPT, meter type)?
• Are there seasonal or local restrictions for rail deliveries (e.g., winter derating, daylight-only moves)? Options: Yes, No
• Who at your operations team will be onsite to coordinate rail car spotting, sampling, and sign-off?

Deliver Tote and Drum Shipments

• Which package formats do you require for this product: IBC tote volume in liters and drum size (e.g., 1,000 L tote, 205 L drum)? Options: 1,000 L tote, 1,000 L and 205 L, Custom sizes - specify
• Specify pallet footprint and warehouse racking constraints for totes and drums (e.g., pallet height limit, forklift access).
• Do you require UN/DOT certified IBCs or UN-rated steel drums and what is your preferred reconditioning policy? Options: UN-rated IBCs required, UN-rated drums required, Either acceptable
• List the on-site receiving checks you perform on totes/drums (examples: COA verification, visual inspection for leaks, label legibility).
• Indicate whether you need individual package serial numbers and COA linkage for each tote or drum upon delivery. Options: Yes - serials and COA, No - batch COA only
• Describe your preferred palletization and load securement instructions for site handling (e.g., shrink wrap, banding, drum chocks).

Supply Trial Deliveries for Product Qualification

• How many trial deliveries do you require (typical range: one to two deliveries over 3-6 months)? Options: 1 delivery, 2 deliveries, Phased ramp - discuss
• What process performance tests will you run during the trial (examples: turbidity % removal, residual free chlorine mg/L, polymer dose mg/L), and how should results be reported?
• What acceptance tests and pass thresholds will define trial success (e.g., turbidity reduction >= 80%, residual chlorine 0.2-0.5 mg/L)?
• Specify the sampling plan for trial deliveries: sample points (e.g., post-coagulation floc tank), sample frequency, and chain-of-custody form requirements.
• Who on your operations or lab team will be responsible for validating trial samples and signing trial completion documents?
• If trial results fail acceptance, indicate acceptable remediation paths (examples: dosage adjustment, alternate grade, extended trial period). Options: Dosage adjustment, Alternate product grade, Extended trial, Cancel trial

Provide Certificate of Analysis with Each Shipment

• Which analytes and limits must appear on each Certificate of Analysis (COA) for acceptance (examples: active strength %, chloride ppm, free chlorine mg/L)?
• How soon after delivery do you require COA availability (options: at delivery, within 24 hours, within 72 hours)? Options: At delivery (paper or digital), Within 24 hours, Within 72 hours
• What COA format do you require (example fields: lot number, production date, analysis date, analyst initials, method detection limits)?
• Indicate whether COAs must be digitally signed and delivered to an integration endpoint (examples: SFTP, email, or facility EHS portal). Options: Digitally signed to SFTP, Email delivery, Upload to portal, Other
• What laboratory accreditation do you require on the COA (examples: ISO/IEC 17025 accreditation or internal QA lab)? Options: ISO/IEC 17025, Internal QA lab acceptable, No specific accreditation required
• What analyte acceptance limits or corrective action trigger will you use when comparing COA results to contract specs (example: out-of-spec chloride >0.5% triggers investigation)?

Install and Commission Chemical Dosing System

• Do you have an existing dosing skid or do you require a new system sized for maximum and minimum flow rates (specify m3/h)? Options: Use existing skid, Require new skid sized to site flows
• Provide your process feedwater characteristics we must design to (examples: temperature range, suspended solids mg/L, pH range).
• State the chemical dosing control integration required (examples: 4-20 mA, Modbus RTU, discrete start/stop) for PLC or DCS connection. Options: 4-20 mA, Modbus RTU, Discrete I/O, No integration required
• List site electrical and utility constraints for commissioning (examples: available power voltage/phase, anchor bolt layout, instrument air).
• Specify required commissioning deliverables (examples: as-built P&ID, loop check report, FAT/SAT completion certificates). Options: As-built P&ID, Loop check report, FAT/SAT certificates, Other
• Who on your maintenance or EHS team will be the commissioning owner and provide LOTO (lockout/tagout) and confined space permits if required?

Perform Dosing Optimization and On-site Adjustments

• How many site visits do you expect for dosing optimization and what spacing between visits do you prefer (example: weekly for 4 weeks)? Options: Single visit, Weekly visits for 2-4 weeks, Monthly follow-ups
• What process KPIs will you use to evaluate optimization (examples: residual mg/L, turbidity NTU, polymer dose mg/L, throughput m3/h)?
• Describe the sampling and analysis resources available on-site during optimization (examples: lab turbidity meter, HACH test kits, bench titrations).
• Indicate whether on-site chemical feed system adjustments require temporary shut-downs or can be performed online with remote monitoring. Options: Online adjustments allowed, Requires planned shutdown
• Who will approve final optimized setpoints and sign the optimization acceptance form at your facility?
• Provide any regulatory or internal limits that constrain optimization (examples: discharge pH limits, maximum polymer concentration mg/L).

Provide On-Site Technical Support Visits

• How many technical support visits per year do you anticipate during ramp-up and steady state? Options: 0-2 visits/year, 3-6 visits/year, 7+ visits/year
• Provide the typical duration and scope you expect for each visit (examples: 4 hours troubleshooting, full-day training, startup assistance).
• Which onsite activities will the technical representative be expected to perform (examples: dosage tuning, safety walkthrough, operator training on sampling)?
• Indicate if you require written visit deliverables such as a site visit report, recommended action list, and updated SOPs (standard operating procedures). Options: Site visit report, Action list, Updated SOPs, None
• Who will be the point of contact to schedule visits and approve scope of work on each visit (name, role, contact method)?
• Specify any site PPE or training prerequisites for visiting staff (examples: confined space entry, respirator fit test, site-specific induction).

Install Tank Level Sensors and Remote Monitoring

• Which tank level sensor technology do you prefer or currently use (examples: ultrasonic, radar, hydrostatic, float) and provide tank dimensions. Options: Ultrasonic, Radar, Hydrostatic, Float, No preference
• Provide telemetry integration requirements: protocol and endpoint (examples: MQTT broker URL, Modbus TCP, REST API endpoint).
• What frequency of level reporting do you require (examples: real-time, 15-minute intervals, hourly summaries)? Options: Real-time (<1 min), 15-minute, Hourly, Daily summary
• List any explosion-proof or intrinsically safe (IS) ratings required for sensors and junction boxes for your storage area.
• Indicate the dashboard or alerting thresholds you want configured for low-level and high-level alarms (example: low alarm at 20% usable volume).
• Who will manage credentials and approvals for our telemetry integration to your IT/OT endpoint, and what firewall or VPN arrangements are needed?

Operate Scheduled Bulk Replenishment Service

• Which replenishment cadence do you prefer based on tank throughput (options: weekly, biweekly, monthly, demand-triggered via telemetry)? Options: Weekly, Biweekly, Monthly, Demand-triggered (telemetry)
• What minimum on-site usable storage days should be maintained as safety stock (example: 5 days of average use)? Options: 1-3 days, 4-7 days, 8+ days
• Specify your preferred lead time for scheduled bulk orders measured from order placement to delivery (example: 3 business days). Options: 24 hours, 2-3 business days, 4-7 business days
• Describe any delivery blackout dates or seasonal constraints we must avoid when scheduling replenishment (examples: plant shutdowns, maintenance outages).
• Do you require automated ASN (advance shipping notice) and POD (proof of delivery) integration into your ERP or asset management system? Options: ASN and POD to ERP, Email only, Portal upload
• Who will own inventory reordering approvals on your side and what threshold triggers an automatic replenishment order?

• success_criteria
• gaps
• decision_readiness
• stakeholders
• current_state
• desired_state
• decision_readiness
• success_criteria
• desired_state
• gaps
• stakeholders
• current_state
• stakeholders
• decision_readiness
• current_state
• gaps
• decision_readiness
• decision_readiness
• decision_readiness
• decision_readiness

• Master Supply Agreement
• Purchase Order / Order Confirmation
• Indexed Pricing Addendum
• Volume Commitment Schedule
• Delivery Service Level Agreement (SLA)
• Quality, Acceptance & Certificate of Analysis (COA) Protocol
• EHS, Storage & Handling Addendum
• Payment Terms & Invoicing
• Insurance, Indemnity & Liability Schedule
• Regulatory Compliance & Permits Addendum (conditional)

• Go-live Health Check
• First Measurement Review
• Acceptance Gate Review
• Quarterly Success Review

• Compile the quarterly EHS compliance summary and any required corrective action documentation for the shared channel.
• Adjust delivery cadence or handling protocols as a test where logistics root causes were identified.
• Restate each acceptance criterion and numeric target
• Produce a documented acceptance decision tied to each Solution Scope criterion and record any conditional items requiring remediation.
• Capture a timebound remediation plan for any unmet criteria with explicit closure evidence requirements.
• Confirm incumbent wind-down status so the buyer is not operating in parallel systems or paying for duplicate supply.
• Publish the acceptance decision and the supporting evidence package to the shared channel.
• Execute remediation tasks for any conditional or failed criteria and submit closure evidence by the agreed dates.
• Complete incumbent decommissioning steps or formalize retained-read-only arrangements and archive any required data.
• Performance summary vs Solution Scope targets
• Confirm whether on-time delivery rate, stockout incidents, and COA timeliness remain within Solution Scope targets or require action.
• Close persistent operational blockers or agree a specific remediation plan with deadlines.
• Agree 1-2 small optimization experiments to run before the next quarterly review and define their success signals.
• Launch agreed optimization experiments with measurable success criteria and scheduled check-ins.
• Update telemetry and alert thresholds to reduce false alarms and improve on-time delivery notifications.
• Re-confirm success criteria and ownership
• Confirm deployment components required for scheduled supply are in place and producing initial telemetry and COA evidence.
• Document the top 3 operational blockers with owners and target resolution dates.
• Schedule the First Measurement Review and agree the data package the seller will deliver for that meeting.
• Distribute the deployment validation checklist with itemized owners and dates.
• Resolve any critical EHS or permit blockers before the next delivery window.
• Prepare and circulate the data package required for the First Measurement Review (deliveries, COAs, telemetry logs).
• Present first-period performance data vs Solution Scope targets
• Establish whether on-time delivery rate and product qualification acceptance rate are trending toward Solution Scope targets and document any shortfalls.
• Agree a prioritized corrective action list with owners and completion dates to reach the acceptance gate.
• Confirm the exact evidence set required at the Acceptance Gate Review and schedule that meeting.
• Produce a remediation plan for each metric shortfall including steps, expected impact, and completion dates.
• Submit the acceptance evidence pack (delivery logs, COAs, telemetry extracts) for pre-review 5 business days before the Acceptance Gate Review.
• Present outcome data and determine pass/fail per criterion
• Open issues and blocker burn-down
• Deployment and logistics validation
• Root-cause diagnosis for gaps
• Document the acceptance decision by the buyer's designated owner
• Early operational signals
• Operational optimization opportunities
• Agree corrective actions, owners, and dates
• Open issues and immediate blockers
• Confirm acceptance gate requirements and timeline
• EHS and compliance review
• Agree remediation items, timelines, and closure evidence
• Agree immediate remediation tasks and next check-in
• Incumbent wind-down and fallback habit closure
• Recap and next steps