Project Background & Early Direction Pack
The Project Background & Early Direction Pack creates a shared project background before feasibility, design or supplier engagement. It records the problem, existing conditions, project boundary and information needed for the next decision.
What it covers: water, wastewater and residuals sources; existing assets and constraints; compliance or approval requirements; reuse or recovery objectives; known assumptions; and the initial information plan.
Starting point: a documented basis is needed for internal alignment, approval discussions or a later Technical Study.
- Project Background Report
- Regulatory Alignment Note
- Information and Data-Gap Plan
These reports can be issued together or separately. They establish the background and requirements for the next decision without committing the project to a treatment route.
Supports the decision on: whether the project basis is sufficiently clear, what requires confirmation and whether a Technical Study, Process Design Pack or another focused assignment is needed next.
Feasibility & Planning Pack
The Feasibility & Planning Pack compares the relevant routes and documents the basis for selecting one. It can be developed from an existing study or connected to a Technical Study where the route, cost basis or a major technical decision remains open.
What it covers: decision criteria, confirmed inputs, route alternatives, technical and lifecycle implications, order-of-magnitude CAPEX and OPEX where required, risks, data gaps and phasing considerations.
Decision point: an owner, board, lender or project team needs a documented route decision before process design or procurement.
- Options Comparison Matrix
- Feasibility Assessment
- Route and Phasing Note
The reports may be combined as a Project Feasibility Report or issued separately to match the approval point.
Supports the decision on: which route to carry forward, what level of reuse or recovery is justified and what must be confirmed to provide a sufficient basis for process design or procurement.
Implementation Alignment Pack
The Implementation Alignment Pack translates an agreed technical basis into the requirements, responsibilities and review criteria needed for supplier engagement. It does not replace the Process Design Pack where process calculations, process flow diagrams and equipment duties still need to be developed.
What it covers: process requirements, package boundaries, connections, controls intent, supplier returns, verification requirements and technical review points.
Procurement preparation: an RFP, Terms of Reference or supplier request must be prepared from an established technical basis.
- Scope or Terms of Reference Requirements
- Responsibility and Coordination Matrix
- Supplier Return and Evaluation Requirements
These reports can use an existing Process Design Pack or another agreed technical basis and form the technical foundation for sourcing.
Supports the decision on: what suppliers are being asked to provide, how responsibilities are divided and what information is needed for comparable technical submissions.
Vendor & Contracting Support Pack
The Vendor & Contracting Support Pack records the technical evaluation, clarifications and contract requirements developed during supplier selection. It supports Sourcing Advisory while procurement, commercial and legal decisions remain with the client.
What it covers: supplier departures, alternatives, exclusions, technical evaluation, clarification responses, recommended technical conditions and contract schedules.
Selection and award: the client or evaluation committee needs a traceable technical basis for supplier selection and award.
- Technical Evaluation Matrix
- Clarification and Deviation Register
- Technical Recommendation and Contract Schedule
These records can be issued as one Vendor Selection Report or as separate documents matched to the client’s procurement process.
Supports the decision on: which submission best meets the agreed requirements and which technical conditions must be closed before contract.
Commissioning & Performance Pack
The Commissioning & Performance Pack defines the requirements and records needed to check the supplied system through commissioning, performance testing and transition to normal operation. Active commissioning support is a separate implementation assignment where required.
What it covers: pre-commissioning checks, test conditions, sampling, acceptance criteria, responsibilities, required records and operating transition.
Verification and handover: an awarded or completed system needs an agreed basis for verification, handover or receiving-party acceptance.
- Commissioning & Start-up Alignment Note
- Performance Test and Monitoring Plan
- Handover and Early-Operation Requirements
The pack can be prepared before commissioning or used to consolidate the agreed requirements and records during implementation support.
Supports the decision on: what must be demonstrated, how evidence is recorded and what remains open before handover or acceptance.
Performance Improvement Pack
The Performance Improvement Pack reviews operating evidence after handover and records the actions needed to stabilize performance, improve efficiency or assess a further investment. Where a further reuse, residuals, automation or investment decision remains open, it can connect to a Technical Study.
What it covers: operating records, performance against design criteria, cost and resource use, recurring constraints, optimization actions and options requiring further study.
Operating review: an owner or operator needs a documented performance assessment, corrective-action basis or next investment decision.
- Performance and Resilience Review
- Performance Improvement Action Plan
- Further Study or Investment Note
A further decision can be defined through a Technical Study or other focused assignment rather than assuming the next route.
Supports the decision on: whether to maintain the current operating basis, implement defined adjustments or commission further assessment.
Define the report needed now
A Report Pack does not require the project to begin with the first example or continue through every later pack. We review the available studies, designs, supplier information and operating records, then define the report or combination required for the current decision, approval or review point.
Where the report identifies a need for analysis or process design, or for sourcing or implementation support, that scope is defined separately rather than folded into the report by default.
Share the project point, required decision or approval, and the information already available. We will respond with the proposed report scope, inputs and responsibilities.
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