01E01
Define the handover route
UI fixes the approved baseline, milestones, release-to-site route and responsibility matrix before movement starts.
Evidence released at this gateRelease-to-site baseline and responsibility matrix
S06 · Managed Delivery to Operation
Control delivery through site acceptance and handover.
You have approved the equipment and need one coordination route from shipping release to site handover. UI coordinates the interfaces; any physical Product supply is quoted separately.
Selected contextCommercial phase: Lock the responsibility map · Pharma & Life Sciences · T03 · Automation & Industrial Data
- Timing
- Baseline in 5–10 working days; execution timing is then project-specific
- Commercial basis
- Fixed release-to-site baseline · priced after contract review
- Engagement model
- Fixed or milestone coordination service; contracted Product supply is quoted separately
- Begin with
- Approved baseline, PO, S04 import decision pack or S05 shipment-release recommendation and control dossier; shipping-release, packing, preservation and transport evidence; import and delivery responsibilities; site readiness; installation, commissioning and SAT scope; milestones, MDR, punch list and handover requirements.
- Finish with
- Release-to-site baseline and responsibility matrix
Four controlled gates
Release each gate only when its evidence is complete.
One control file ties milestones, responsibilities and evidence from shipping release through the site interfaces to the client-approved acceptance record.
02E02
Coordinate shipping release and transport
We take over the authorised shipment status and coordinate packing and preservation evidence, freight, customs and delivery against the control file.
Evidence released at this gateShipping-release, freight, customs and delivery control file
03E02
Prepare site and SAT
We control site readiness, installation method, work packages assigned to qualified parties and commissioning/SAT interfaces against the target start-up date.
Evidence released at this gateSite-readiness, installation-method and SAT interface register
04E03
Prepare acceptance and close open points
Close the punch list, compile the handover dossier and prepare the acceptance record for client approval and signature; then move to lifecycle support where required.
Evidence released at this gateApproved handover dossier, punch-list closure and acceptance record
Execution file
The file that controls handover
See the cumulative control file before you commission the route.
01
Release-to-site baseline and responsibility matrix
02
Shipping-release, freight, customs and delivery control file
03
Site-readiness, installation-method and SAT interface register
04
Approved handover dossier, punch-list closure and acceptance record
Commission only the execution you need
Three work packages. One controlled route.
Baseline, interface coordination and handover remain separately scoped and auditable. Close the punch list, compile the handover dossier and prepare the acceptance record for client approval and signature; then move to lifecycle support where required.
E01
Lock the responsibility map
What this work package controls
Release-to-site baseline and responsibility matrix
Commercial basisFixed release-to-site baseline · priced after contract reviewApprove the delivery baseline
E02
Coordinate every interface
What this work package controls
Shipping-release, freight, customs and delivery control file · Site-readiness, installation-method and SAT interface register
Commercial basisMilestone fee + pre-approved freight, customs and site costsCommission delivery and interface control
E03
Handover with evidence
What this work package controls
Approved handover dossier, punch-list closure and acceptance record
Commercial basisEvent or milestone fee + approved specialist and site costsClose acceptance and handover
Minimum execution file
Send the approved baseline.
A complete handover dossier is not required at the start. Missing evidence becomes a controlled action before the relevant release.
01Approved baseline, PO, S04 decision pack or S05 release dossier
What to include+
Approved scope, PO / contract, S04 import decision pack or S05 shipment-release recommendation and control dossier
02Shipping release, packing, preservation and transport evidence
What to include+
Dispatch point → destination site, release status, packing list, preservation method, weights, dimensions and planned transport
03Import and delivery responsibilities
What to include+
Incoterms® rule, named place and edition; importer, EORI, customs route and delivery boundary
04Site readiness and installation-method constraints
What to include+
Unloading, lifting, foundations, utilities, permits and RAMS / installation-method requirements
05Installation, commissioning and SAT scope
What to include+
Qualified parties, work packages, test scope, acceptance criteria and responsibility limits
06Target milestones, MDR and handover
What to include+
Shipping release, site delivery, start-up and acceptance dates; MDR, punch list and handover requirements
Responsibility boundary
One owner for every interface.
The UI coordination fee, Product supply and all equipment, freight, customs, site and third-party costs remain separate and visible.
01
UI documents the agreed responsibility matrix and coordinates interfaces, milestones and traceable records. UI acts as importer, carrier or installer only under a separate written scope and where legally permitted; statutory and conformity decisions remain with the competent parties, and final acceptance with the client.
02
UI coordinates the agreed route and evidence. Suppliers and named qualified parties execute freight, customs, installation, commissioning, SAT and statutory work.
03
No technical, commercial or delivery conclusion is presented as confirmed without traceable evidence.
04
The client retains scope, supplier and final-acceptance approvals; statutory and conformity decisions remain with the competent parties.
Start from the approved equipment
Approve the delivery baseline.
The assistant preserves the route, identifies missing owners and evidence, and prepares a scoped delivery brief.