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 contextT04 · Process & Energy Equipment

Timing
Baseline in 5–10 working days; execution timing is then project-specific
Commercial basis
UI coordination fee from €5,000; equipment, freight, customs, site work and third-party costs are quoted separately
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
Approved handover dossier, punch-list closure and acceptance record

Buying context

Equipment is approved or released, but transport, import, site readiness, installation interfaces, SAT, punch points and handover have no single controlled owner.

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.

Start with this context
Decision to unlock
Can the equipment move from shipping release to site acceptance and handover without losing accountability, traceability or the required start-up date?
Decision owners
Project / Site Management · Procurement / Logistics · Engineering / Construction · Commissioning / Operations · Supplier Quality
Industry in focus
Industrial Machinery & Automation · Oil, Gas & Petrochemicals · Food, Beverage & Packaging · Energy, Water & Environmental · Pharma & Life Sciences · Heavy & Process Industry
Evidence for approval
Release-to-site plan, logistics and site-readiness register, work packages assigned to qualified parties, SAT/open-points record, and an approved handover dossier with acceptance record.
Terms already in the requirement
shipping release · packing list · lifting / transport plan · site readiness · RAMS / method statement · SAT · punch list · handover dossier

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.

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
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.

01

Approved 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

02

Shipping release, packing, preservation and transport evidence

What to include

Dispatch point → destination site, release status, packing list, preservation method, weights, dimensions and planned transport

03

Import and delivery responsibilities

What to include

Incoterms® rule, named place and edition; importer, EORI, customs route and delivery boundary

04

Site readiness and installation-method constraints

What to include

Unloading, lifting, foundations, utilities, permits and RAMS / installation-method requirements

05

Installation, commissioning and SAT scope

What to include

Qualified parties, work packages, test scope, acceptance criteria and responsibility limits

06

Target milestones, MDR and handover

What to include

Shipping release, site delivery, start-up and acceptance dates; MDR, punch list and handover requirements

Plan managed delivery

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

Plan managed delivery.

The assistant preserves the route, identifies missing owners and evidence, and prepares a scoped delivery brief.

If continuity support is requiredExplore lifecycle support