Quick project snapshot

• Tell me the project's name or identifier and the quarter or month the field development was sanctioned.
• When is your target first-oil date? Options: Within 6 months of sanction, 6-12 months, 12-18 months, 18-24 months, 24+ months
• What is the primary development host type and water depth range for this field? Options: Floating production (FPSO/FPF), Tension-leg or semisub, Fixed platform, Shallow-water host, Other
• Which pressure rating does your subsea production system need to meet? Options: High pressure ≥15,000 psi, Medium 10,000–15,000 psi, Low ≤10,000 psi, Not yet defined
• Walk me through the planned installation season or vessel window that you cannot miss.
• Is there a single factual constraint that would stop this project from moving forward today? Options: Yes, regulatory or permit risk, Yes, vessel or weather-window risk, Yes, budget or sanction conditions, No single showstopper identified

If a delivery slips, where does the pain land?

• If a critical subsea equipment delivery slips by three months, what single program outcome would force you to rebaseline the whole project?
• How many weeks of vessel weather window do you have in your primary installation campaign? Options: Less than 4 weeks, 4–8 weeks, 8–12 weeks, More than 12 weeks, Not yet defined
• Who on your team owns the decision to extend or compress the installation scope if equipment is delayed? Options: Project Director, VP of Development, Subsea Engineering Manager, Procurement, Operations, Other
• Describe the financial consequence you attribute to missing the planned vessel window, in either $ or schedule terms.
• Identify one scheduling or contractual blocker that would make you stop awarding an equipment contract today. Options: Unacceptable warranty or liability terms, Unclear delivery milestones, No named vessel window protection, No confidence in manufacturing traceability, Other

Who's watching the clock and what will they require?

• Which executive committee or approver has veto power over schedule changes, and what evidence would satisfy them to accept a delay?
• How frequently does that committee require progress visibility on long-lead manufacturing milestones? Options: Weekly, Biweekly, Monthly, Quarterly, Ad hoc on request
• Walk me through the internal approval path from FEED sign-off to award, including where procurement sits in the sequence.
• Who will be the named approver for installation readiness sign-off, and can they commit to hard acceptance dates? Options: Yes, named approver can commit, Approver assigned but cannot commit, Approver not yet assigned
• If the named approver cannot commit to the acceptance date, would you halt award until they can? Options: Yes, we would pause award, No, we would include contractor mitigation, Depends on the reason for non-commitment

Technical limits that will make or break the design

• Name the seabed conditions or production chemistry that would make you reject a proposed tree or manifold design.
• Specify the number of comparable installations at similar depth and pressure you need to see as proof points before placing a long-lead order. Options: 0-1, 2-3, 4-6, 7+
• List the vendor interfaces that worry you most and explain why.
• Identify any test or qualification result that would immediately stop the project. Options: Hydrotest failure beyond tolerance, Control system redundancy test fail, Material certification gap, Third-party witness absence
• Do you require specific factory acceptance test witnesses or third-party verification, and if so which types? Options: Operator witness, Independent third-party witness, Both operator and third-party, No external witness required

Can manufacturing delivery meet your critical path?

• Assume a supplier guarantees a fixed 24-month manufacturing cycle, would you still insist on additional schedule cushions? Options: Yes, always add cushions, Maybe, depends on milestones, No, guarantee is acceptable
• Point to the long-lead components you consider highest risk for delay. Options: Forgings and critical hardware, Proprietary control modules, Umbilical production, Special metallurgy items, Other
• Describe how you handle manufacturing changes driven by late reservoir updates and who approves cost and schedule impacts.
• List the inspection, FAT, and material traceability records you require before shipping. Options: Full material traceability, FAT with operator witness, Non-destructive test reports, Final QA/QC signoff, Other
• Would a single supplier manufacturing miss of critical components trigger a contract termination clause for you? Options: Yes, No, would apply penalties first, Dependent on recovery plan

Which alternatives are truly on the table

• Provide the alternatives you are weighing, including internal build, the incumbent, and other vendor types, and say briefly why each is attractive.
• Explain the conditions under which you would retain the incumbent or pursue an internal build instead of changing vendors.
• Has anyone on your team proposed solving this with in-house manufacturing or a different procurement path? Options: Yes, full internal build proposed, Yes, hybrid internal/external, No such proposal yet
• Would the ability of the incumbent or an internal build to meet your schedule and warranty needs end this search now? Options: Yes, we would stop the search, No, we would still evaluate alternatives, Maybe, depends on commercial terms
• Select the primary reason you would switch from the incumbent or internal option. Options: Proven reliability at depth, Manufacturing schedule confidence, Lower total cost of ownership, Stronger installation support, Better interface management, Other

Operational readiness and gating constraints

• Assume critical third-party interfaces or permits are not in place by the equipment delivery date, what must change in the plan?
• Identify the integration endpoints required and who owns each one, for example control system endpoints, host tie-ins, and SURF contractor interfaces.
• Do you have dedicated internal resources for installation engineering and logistics, or will you require the supplier to fill those roles? Options: Internal resources available, Supplier must provide resources, Shared responsibility, Undecided
• Rate the maturity of the datasets needed for installation engineering, from 1 immature to 5 field ready. Options: 1, 2, 3, 4, 5
• Is any regulatory approval or permit currently at risk of not being granted within your required timeline? Options: Yes, high risk, Yes, moderate risk, No, approvals on track, Not applicable
• Select the infrastructure prerequisites already confirmed. Options: Vessel availability booked, Permits approved, Seabed surveys complete, Host tie-in dates fixed, Control system interface specs released, None of the above

How you will judge whether this worked

• Define the operational reliability metric that would make you say the supplier met expectations after two years in service.
• Specify the availability, mean time between failures, or intervention-rate targets you are holding the project to.
• Name who approves additional budget if the spare strategy must be expanded beyond your baseline. Options: Project Director, VP Development, Finance approval required, Other
• Will you keep the project on track or pause for redesign if execution cannot deliver first oil within your target window even with vendor mitigations? Options: Keep project on track with mitigations, Pause for redesign, Decide on a case by case basis
• Pick the acceptance criteria that are non-negotiable for you at go-live. Options: Pressure integrity tests passed, Control system failover validation, Subsea leak rate threshold met, System integration tests complete, Signed commissioning certificate, Other

Deciding next steps and named owners

• Outline what would need to happen to accelerate a decision by one month.
• Provide the person who will sign the contract and indicate whether they can commit within that accelerated timeframe.
• When would you like a technical walkthrough of a proposed subsea architecture using your field context? Options: Within 1 week, Within 2 weeks, Within 1 month, Later than 1 month
• Pick the deliverables you would require inside 30 days to move toward award. Options: Detailed manufacturing schedule, Preliminary installation method statement, Sample FAT protocol, Material traceability plan, Draft commercial terms, Other
• Are you prepared to start negotiating terms this month if we can deliver a schedule that protects your weather window and a warranty that aligns with a 25-year reliability target? Options: Yes, Maybe, need internal approval, No, not at this time

• Technical Solution Walkthrough

• Confirm the current state and its cost to your team
• You confirm the proposed subsea architecture fits your field constraints and interface boundaries.
• Deliver a time‑phased manufacturing and delivery milestone matrix aligned to the planned installation weather window.
• You confirm the manufacturing milestone plan aligns to the planned installation weather window and accepts the named milestones as decision gates.
• Walk through the subsea architecture in your field context
• Provide the list of outstanding field data, interface drawings, and acceptance criteria required to finalize the architecture and installation engineering.
• Confirm the decision criteria and named approvers for first‑oil readiness and FAT/IT acceptance.
• You confirm the presented reliability case reduces unplanned intervention risk to an acceptable level and identify remaining evidence required for approval.
• Prove the manufacturing approach and delivery milestones
• Demonstrate the installation methodology and vessel‑window integration
• You agree the outstanding technical questions and the evidence required to finalize commercial terms and FAT/IT scope.
• Schedule a follow‑up engineering alignment session to finalize FAT/IT scope and intervention contingency planning within two weeks.
• Present the long‑term reliability case and intervention plan
• Validate alignment with your stated needs

• Technical Solution Walkthrough
• Solution Experience Deck — Technical Solution Walkthrough
• Solution Brief — Technical Solution Walkthrough

• meeting
• slides
• document

• Manufacture Subsea Trees
• Fabricate Subsea Manifolds
• Manufacture Subsea Processing Modules
• Forge and Machine Pressure-Containment Components
• Manufacture Dynamic Umbilicals
• Fabricate Riser and Flowline Connection Hardware
• Integrate Subsea Control Systems
• System Integration and Factory Acceptance Testing
• Hydrostatic and High-Pressure Qualification Testing
• Pre-Deployment Assembly and Dry-Stack Testing
• Supply Project Spares and Maintenance Kits
• Provide Offshore Installation Engineering and Supervision
• Commissioning Support and System Handover

Manufacture Subsea Trees

• Which nominal tree type and part number from your technical data package (TDP) is required (e.g., vertical or horizontal 3,000 m class)? Options: Vertical tree (seabed), Horizontal tree (seabed), Integrated production tree, Custom design (describe)
• Do the trees need to meet a specific pressure rating in your field (for example 10,000 psi or 15,000 psi)? Options: Up to 5,000 psi, 5,000–10,000 psi, 10,000–15,000 psi, Above 15,000 psi
• Who will own the technical data package (TDP) approvals for tree materials, drawings, and heat-treatment records? Options: You retain approval, We manage approvals with your reviewer, Joint review board
• When must first couple of production trees be delivered to align with the drilling and vessel window (enter target date for first delivery)?
• Provide the long-lead component list for trees from your procurement schedule (eg. chokes, control valves, high-pressure connectors).
• Specify any required end-to-end documentation for each tree shipment (for example traceability certificates, material test reports, and torque maps).

Fabricate Subsea Manifolds

• Describe the manifold architecture in the flow schematic you will supply (number of slots, pigging ports, spool configurations).
• Which corrosion allowance and material class must manifold pressure-retaining components follow from your design basis (eg. corrosion allowance mm, duplex or super-duplex)? Options: Carbon steel with coating, Duplex stainless steel, Super-duplex stainless steel, Clad / lined option (specify)
• Do you require integration of pigging and isolation hardware for your flow assurance strategy? Options: Yes, No, Conditional - describe
• List the delivery milestones you expect for manifold fabrication, weld qualification, and NDT completion.
• Indicate any manifold interface control document (ICD) items we must follow for flange faces, bolt patterns, and instrumentation tie points.
• Specify the onshore lifting and transport constraints we must design for (for example max lift weight, spreader bar footprint, and dry-dock load limits).

Manufacture Subsea Processing Modules

• Identify the subsea processing functions required in your module (for example multiphase boosting, separation, or gas compression). Options: Multiphase boosting, Separation, Subsea compression, Other (specify)
• Specify the process feed conditions from your reservoir model that the module must handle (flowrate range, gas fraction, temperature, H2S/CO2 levels).
• Provide the module control and power requirements that must be integrated with your umbilical architecture (for example 4 kV electrical, fiber pair count).
• When do you require prototype or shop model reviews for manufacturing readiness reviews (MRR) in your project schedule?
• Describe any subsea chemical injection or flow assurance systems that must interface with the processing module and their connection standards.
• Indicate upper-bound acceptance temperatures and materials compatibility requirements from your process chemistry documentation.

Forge and Machine Pressure-Containment Components

• List the pressure-containment items in your scope that require forging (eg. valve bodies, housings) including required alloy grade from your materials list.
• Specify required traceability and mill test report (MTR) levels for forged components per your procurement spec. Options: Full MTRs required, MTR on request, MTR with heat number traceability
• Who will approve non-destructive testing (NDT) procedures and weld maps for containment components? Options: You approve NDT, We issue for your review, Third-party inspector specified
• Provide lead time expectations for forged long-lead parts and whether you permit substitution from equivalent alloy suppliers.
• Identify any machining tolerance drivers from your assembly drawings (for example shaft runout, sealing face flatness in mm).
• Specify surface treatment and coating acceptance (for example internal corrosion-resistant lining, external paint system spec).

Manufacture Dynamic Umbilicals

• Which umbilical type and conductor count does your project require from the electrical and hydraulic ICD (for example 4 kV, 2 hydraulic lines, 12 fiber pairs)?
• Specify the umbilical maximum bend radius, dynamic fatigue life in cycles, and design depth from your installation study.
• Do you require mid-line or town-point splices and how many are anticipated per umbilical run? Options: No splices, 1–2 splices, 3+ splices, TBD - based on routing
• Provide the preferred armoring and tensile capacity thresholds from your mooring and riser load cases.
• Identify required factory tests for each umbilical reel (eg. partial discharge, continuity, hydraulic pressure test) and any test witness requirements.
• Indicate your packaging and shipping constraints for reels (for example max trailer width, port handling lift capacity).

Fabricate Riser and Flowline Connection Hardware

• Describe the connector types and size range from your interconnection list (eg. 7" connector, 4-bolt riser clamp) that must be delivered.
• Specify the make-up torque and flange face finish requirements called out in your connection drawing notes.
• Are there pre-qualified supplier lists or connection standards in your procurement spec we must follow (for example specific gasket class or bolt material)? Options: Yes - supply list provided, No - open to our qualified suppliers, Conditional - must meet specified standard
• List the environmental exposure constraints for connection hardware (eg. sour service H2S ppm, chlorine content, temperature range).
• Indicate whether you require connection dry-fit trials or fit-for-purpose mock-ups before shipping to the load-out port. Options: Dry-fit required, Dry-fit optional, No dry-fit required
• Specify handling and protection requirements for machined surfaces during transport and offshore lifting.

Integrate Subsea Control Systems

• Identify the control architecture from your functional specification (for example electro-hydraulic tree control, fiber optic telemetry counts).
• Specify the number of interface points the control system must provide in the interface control document (ICD) to the production host (eg. DI/DO, analog channels, fiber pairs).
• Do you require hot-standby or redundant control channels for critical valves per your reliability target? Options: Redundant channels required, Single channel acceptable, Conditional - critical items only
• Provide the telemetry and protocol requirements for the topside integration (for example Ethernet, MODBUS, or bespoke PRC protocol details).
• Describe witness and third-party inspection needs for control cabinet assembly and cable testing at factory acceptance test (FAT).
• Indicate the expected control-system software baseline release and whether configuration management records must be delivered.

System Integration and Factory Acceptance Testing

• List the system-level test scenarios from your commissioning plan that must be executed at FAT (for example full hydraulic actuation, leak checks, end-to-end telemetry).
• Who are the named approvers that must witness and sign the FAT protocol from your project (role and contact type, not person name)? Options: Project Engineer, System Integrator Representative, Third-party Inspector, Other - specify role
• When do you want FAT windows scheduled relative to the manufacturing completion milestone (enter preferred date range)?
• Describe any network or telemetry load tests that must be included in FAT using your field data profiles (for example sustained telemetry throughput in kb/s).
• What acceptance criteria will confirm successful system integration at FAT (for example end-to-end actuation within specified cycle time, zero critical leaks at X psi)?
• Indicate whether FAT witness attendance will be remote, on-site, or hybrid and any live-data export requirements during the test. Options: On-site witness required, Remote witness acceptable, Hybrid arrangement

Hydrostatic and High-Pressure Qualification Testing

• Specify the hydrostatic test pressure levels and hold-times required by your qualification matrix for each component class.
• Are there fluid media restrictions for hydrotests in your location (for example freshwater, inhibited seawater, glycol blends)? Options: Freshwater, Inhibited seawater, Glycol blend, Other - describe
• Identify any witness or third-party certification bodies you mandate for pressure testing and certificates of conformance.
• Indicate the maximum allowable leakage thresholds per joint or assembly during pressure tests from your QA specification (for example ml/hr or bubble rate).
• What evidence will validate high-pressure qualification (for example stamped test certificates, filled witness logs, calibrated transducer traces)?
• Specify post-test NDT or metallurgical examinations you require following high-pressure cycles. Options: Ultrasonic (UT), Radiographic (RT), Dye penetrant (PT), Metallographic exam, Other

Pre-Deployment Assembly and Dry-Stack Testing

• List which assemblies will be dry-stacked at the yard and which will be delivered pre-assembled to the load-out port according to your lift plan. Options: All pre-assembled, Partial pre-assembly, Deliver as loose components
• Provide the dry-stack test checklist items you require (for example mechanical fit, connector engagement, hydraulic leak test at X bar).
• Who will sign the dry-stack completion certificate on behalf of your project (role only)? Options: Assembly Superintendent, QA Engineer, Installation Engineering Lead, Other - specify role
• How will you verify lifting and spreader-bar interfaces for assemblies against the vessel crane chart prior to load-out?
• What acceptance evidence will be required before we clear an assembly for shipment from the yard (for example completed dry-stack checklist, torque records, packing list)?
• Specify any corrosion protection or preservation steps you mandate between dry-stacking and offshore installation.

• Master Supply and Services Agreement (MSA)
• Statement of Work (SOW)
• Equipment Purchase Agreement
• Acceptance Test Protocol & Acceptance Certificate
• Change Order and Change-Control Governance
• Liquidated Damages & Penalty Schedule
• Payment Schedule, Security and Collateral
• Warranty, Performance Guarantees & Reliability Commitments
• Interface Management & Third-Party Integration Annex
• Shipping, Insurance and Risk Transfer Addendum

• Go-Live Health Check
• First Operational Measurement
• Quarterly Operational Review
• Intervention Readiness and Escalation Drill
• Annual Reliability and Lifecycle Review

• Agree explicit mobilization triggers and notification timelines for on-call and procurement actions.
• Performance trends and KPI review
• Confirm the quarter-over-quarter direction for system availability percentage and unplanned intervention rate per year, and whether additional escalation is required.
• Prioritize the top three persistent issues for remediation within the next quarter and sequence required resources.
• Validate spare inventory and logistics readiness for the next scheduled intervention window.
• Publish the prioritized remediation backlog with expected delivery quarters for each item.
• Initiate purchase or allocation orders to bring spare inventory to agreed readiness levels.
• Update the risk register with new mitigations and owners for the top operational risks.
• Review intervention playbook and mobilization steps
• Demonstrate the intervention mobilization lead time and mean time to recovery can meet agreed operational targets.
• Identify and close critical gaps in logistics, spares placement, or escalation that would extend vessel-days required for recovery.
• Re-confirm acceptance artifacts and owners
• Publish the drill after-action report with timing metrics and recommended fixes.
• Update the intervention playbook to include agreed mobilization triggers and notification timelines.
• Pre-authorize procurement or logistics holds required to meet mobilization lead time targets.
• Year-to-date reliability performance
• Confirm whether cumulative unplanned intervention rate since go-live aligns with the projected lifecycle reliability targets recorded in Field Development Discovery and Engineering & Manufacturing Scope.
• Agree a prioritized multi-year mitigation or improvement plan where projected failure rates exceed targets.
• Document the interventions forecast and spare-procurement timeline for the coming year.
• Publish the annual reliability report with forecasted interventions and recommended mitigation projects.
• Create work packages for any agreed engineering updates or reliability-improvement projects with delivery milestones.
• Update the multi-year spare parts procurement plan to match the interventions forecast.
• Confirm commissioning sign-offs and handover documentation are recorded in Go-Live Acceptance.
• Record and assign remediation actions for all high-severity open issues with target dates.
• Verify incumbent decommissioning status is explicit and archived or retained-read-only as agreed.
• Publish a go-live health snapshot to the shared workspace documenting signoffs and outstanding issues.
• Log all high-severity open issues with target resolution dates and owners in the issue tracker.
• Confirm archival status or read-only retention of any incumbent system and publish the archival receipt.
• Present first-period performance data
• Determine whether the system availability percentage and unplanned intervention count are trending toward the targets recorded in Field Development Discovery and Go-Live Acceptance.
• Agree a time-bound remediation plan for each metric that is off-target, with clear completion dates.
• Confirm spare parts and vessel windows required to execute any agreed interventions.
• Publish the first-period performance dashboard with raw data sources and calculation methods.
• Create a remediation task list for off-target metrics with completion dates and success criteria.
• Reserve required spares and tentatively book an intervention vessel window if any remediation requires offshore work.
• Lifecycle forecast and intervention plan
• Drill execution and scenario walk-through
• Deployment and system validation
• Gap analysis and root-cause assessment
• Persistent issue and root-cause backlog
• Early operational signals and alarms
• Engineering feedback and design lessons
• Enhancements and change requests
• After-action review
• Agree immediate corrective actions
• Open issue log and immediate remediation actions
• Spare strategy and vessel alignment check
• Long-term risk and mitigation investment
• Update escalation and logistics agreements
• Spare parts and logistics posture
• Document outcomes and next review schedule
• Incumbent system wind-down status
• Risk register and mitigation actions
• Stabilization timeline and next measurement
• Confirm readiness-to-mobilize thresholds
• Action recap and next checkpoints