Project Background & Early direction pack
Uses the Project Background & Early direction advisory family to create a single orientation point for everyone involved. This pack is about agreeing what the project is - and what it is not - before feasibility or vendor conversations start.
Scope: captures where water, wastewater and sludge are coming from, existing constraints, any reuse or biosolids ambitions, and the regulatory and physical boundary the project must fit within.
Useful for: owners, planning teams, lenders and advisors who need a short, shared background document that is richer than a slide but lighter than a full feasibility study.
- Project Background Report
- Regulatory Alignment Note
- Technology Fit Notes
These are the same titles you see on How to Engage - here, they're compiled as the opening "Chapter 0" of a FlowPlan project.
Moves the decision on: whether the early direction is sound, which FlowPlan variants (STP+, ETP+, TSE+, ZLD+, GWTP, VWRP) belong in scope, and what is better parked for later phases.
Feasibility & Planning pack
Uses the Feasibility & Planning family to move from "we have a project idea" to a preferred route and project scale. This is where options are compared and the FlowPlan configuration is narrowed down to a practical short list.
Scope: tests realistic routes - status quo, incremental upgrade, full retrofit, different reuse or biosolids strategies - and assembles order-of-magnitude CAPEX / OPEX and unit cost ranges using benchmarks, vendor budget quotes and existing plant data, with assumptions and uncertainties clearly flagged.
Useful for: owners, boards and lenders who need a quantitative but still early-stage view to approve a preferred route before detailed design, RFQs or partner discussions begin.
- Options Comparison Matrix
- Project Feasibility Report (Technical & Commercial)
- Indicative Route & Phasing Notes
These are combined into a single Feasibility & Route Decision Report that can serve as Milestone 1 - Project Feasibility Report within Project pathways.
Moves the decision on: which route to pursue, what level of reuse or recovery is realistic now, and which FlowPlan variant (or combination) should be carried forward into Stage 2 - with a range-based CAPEX / OPEX and unit cost range suitable for board and lender review.
Implementation Alignment pack
Uses the Implementation Alignment family to translate the chosen route into vendor-ready documents. This is where the feasibility decision becomes scopes, specs and comparison logic that tie directly to FlowPlan modules.
Scope: defines the technical and commercial boundary between owner, EPC and suppliers; sets expectations on performance, integration and control logic without doing detailed design.
Useful for: technical, procurement and project leads preparing RFQs, RFPs or partner notes.
- Project Specification & Terms of Reference Report / Spec Pack
- Integration & Connection Notes (equipment, controls)
- Evaluation & Comparison Framework
On the projects side, these can appear under Milestone 2 - Project Specification & Terms of Reference Report and form the core of tender packs.
Moves the decision on: what you are actually asking vendors to do, how their designs will be compared, and which connections must be clearly owned.
Vendor & Contracting Support pack
Extends the Implementation Alignment logic into running a structured procurement process, while staying true to the evaluation framework and performance responsibilities set earlier.
Scope: supports RFQ/RFP preparation, bidder Q&A, proposal comparisons and recommendation notes, without taking over the owner's procurement role.
Useful for: procurement leads, evaluation committees and owner's technical advisors.
- Evaluation & Comparison Framework (re-used from Stage 2)
- Bid query log & clarifications summary
- Vendor scoring sheets & recommendation memo outline
On the projects view, these can underpin Milestone 3 - Vendor Selection Report and leave a clear "why we chose this partner" trail.
Moves the decision on: which vendor or consortium to proceed with, and how commercial terms and responsibilities should be set out.
Commissioning & Performance pack
Uses the Commissioning & Performance family to define what "good" looks like during start-up and the early months of operation - and how tests, sampling and review will be managed.
Scope: covers pre-commissioning checks, wet commissioning, performance testing periods and the first stretch of assisted operation.
Useful for: implementation teams, operators, O&M partners, lenders and owner's representatives.
- Commissioning & Start-up Alignment Notes
- Performance Test & KPI Monitoring Scheme
- Early Operations / Handover Guidance
These line up with Milestone 5 - Commissioning Report within Projects.
Moves the decision on: what the plant must demonstrate, how performance will be documented and when responsibility passes cleanly from vendors to the owner.
Optimization & Upside pack
Combines the Commissioning & Performance learnings with the ROI & Cost - benefit Analysis study in Decision studies to show what the plant is delivering - and where to go next.
Scope: reviews early operation data, compares it with the feasibility range, and explores technically and commercially workable upgrades: chemical or automation changes, new reuse outlets, or biosolids routes.
Useful for: asset managers, finance and ESG teams who must track value realisation and set out the next wave.
- Performance & resilience review note
- ROI & cost - benefit analysis study (from the decision-studies grid)
- Upside options menu & phased roadmap
This can extend Milestone 6 - Performance Review & Optimization Recommendations within Projects into a concrete, board-facing document.
Moves the decision on: whether to stabilise and hold, fine-tune operations only, or commit to the next wave of reuse, automation or biosolids investments.
Choose the stage that fits where you are today
You don't have to start at Stage 0. Many clients arrive with existing studies, specs or vendor work. We map what you already have to these packs, show which report titles are already covered, and then recommend a practical entry point that keeps the project aligned.
From there, the same report families flow through to the Project pathways milestones and the Full Process Design views, so you're never buying the same work twice.
Share a short note on project type, stage and key questions. We'll highlight one or two packs that will move your decisions the fastest.
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