Mineral Processing
Capital-intensive extraction and processing programs where safety, regulation, and supply chain complexity define execution.
Inside this journey
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Pre-Discovery
Align the room on outcomes, decision process, and constraints before deeper discovery.
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Stakeholder Alignment
Confirm decision roles, lender and owner requirements, sample ownership, timeline, and what constitutes a bankable flowsheet.
Alignment Questions
Getting to Know Your Project
- What's your role today and which other roles on your team will be directly involved in evaluating metallurgical testwork?
- Project name and mine location (country / deposit) — please include any shorthand you use so our team recognizes it.
- Which project stage best describes where you are today?
- What mineral commodity and target throughput are you evaluating for the processing plant?
- Do you have a target recovery and concentrate grade that lenders expect, or is that still being defined?
- When do you need a bankable flowsheet and equipment CAPEX estimate in hand?
Are We Counting on Faith or Facts?
- Are you comfortable specifying multi‑million dollar equipment based on vendor catalog specs rather than testwork on your actual ore?
- What metallurgical data or testwork do you already have (select all that apply)?
- How representative are those samples of the variability you expect in the feed (e.g., domain differences, weathering, blend scenarios)?
- Describe a past instance where equipment performance or flowsheet design failed to meet expectations for your ore — what happened and what were the downstream consequences?
- How confident is your team that current process models capture grind-response, reagent sensitivity, and middlings behavior for this ore?
- Which specific test results or evidence would shift you from 'uneasy' to 'comfortable' about ordering equipment?
If This Falls Short, Who Pays the Price?
- If the plant misses recovery by ~5 percentage points, who in your organization faces the toughest consequences?
- Can you quantify the impact of a 1% recovery change on revenue or NPV (USD per year or % NPV)?
- How would a delayed production start or underperformance affect lender covenants, drawdowns, or project milestones?
- Have lenders or owners specified acceptance criteria tied to flowsheet performance (formal or informal)?
- When things previously went wrong on similar projects, how were they typically resolved?
- How does the prospect of that risk make you feel as a decision‑maker (e.g., sleepless nights, cautious optimism, manageable concern)?
Who Holds the Stamp?
- Are all stakeholders required for a decision already engaged, or are critical parties missing from the conversation?
- List the decision roles and who currently fills them (owner rep, project director, lender technical advisor, EPC lead, operations, procurement).
- Which parties will require specific deliverables for sign-off (select all that apply)?
- What do your lenders explicitly consider 'bankable'—locked-cycle pilot report, third‑party verification, conservative scale factors, or something else?
- Who legally owns the samples we would test, and are there limits on returning, retaining, or destroying material after testing?
- What level of vendor documentation do procurement and lenders require to place long‑lead orders (P&IDs, performance curves from pilot tests, vendor as‑tested machine performance)?
Tell Us About the Things You’re Building Around
- What hidden site or operational constraints are shaping equipment selection (power limits, water availability, tailings capacity, structural restrictions)?
- Are there integration constraints with upstream/downstream systems, existing control architectures, or ERP that we should design around?
- What environmental or permitting limits could narrow acceptable flowsheet or equipment choices (e.g., water reuse mandates, dry-stack tailings, emissions caps)?
- How reliable are local supply chains and fabrication yards for long‑lead items—have delays impacted past schedules?
- Which on-site capabilities do you already have for commissioning and maintenance (local spares, trained electricians, millwrights, instrument technicians)?
- What spare parts, training, or service guarantees would you require to accept equipment delivery and commissioning?
What Would ‘Bankable’ Actually Feel Like?
- If 'bankable' could be experienced today, what would you hear, see, and have signed off—beyond just a number on a page?
- List the concrete acceptance criteria (recovery %, concentrate grade %, throughput, variability limits, reagent regime) that would satisfy your lenders.
- Which measurement approaches and statistical confidence levels would lenders accept for performance claims (select all that apply)?
- Do your lenders expect a plant‑scale demonstration, or is a robust pilot plus scaling methodology sufficient?
- Beyond test numbers, which supporting evidences move internal stakeholders fastest—reference installations, vendor track record, instrumentation logs, or operational warranties?
- On a scale of 1–10, how confident are you that current proposals can be packaged into a bankable submission within your timeline?
Can We Define a Pilot That Removes Your Biggest Fear?
- What single outcome from a pilot program would remove your biggest fear about committing to equipment and CAPEX?
- What minimum sample mass and domain coverage will you commit to for a pilot that you would trust for scaling (provide kg/tonnes and number of domains)?
- Which pilot scope elements are essential for you (select all that apply)?
- Who should own each part of the pilot program (testing, QA, reporting, logistics) — our lab, your team, an independent QA, or another party?
- Which timeline for pilot completion aligns with your decision gates?
- What objective acceptance criteria will you apply to greenlight equipment procurement after pilot results?
Are Your Samples Truly the Story of Your Ore?
- Are the samples you plan to send representative of the full ore variability, or are they biased toward the best / most accessible material?
- How were the samples collected and prepared—do you have documented chain-of-custody and sample splitting protocols we should follow?
- What mass of sample can you provide and can you commit a reserve quantity for repeats or validation?
- Are there regulatory, customs, or hazardous-material restrictions that will affect shipping or handling of your samples?
- Do you require sample return after testing, or is destruction / retention by lab acceptable?
- Do you have internal QA standards (standards, duplicates, reference materials) we should apply during testing?
If We Partner, How Will We Stay Aligned?
- If test results diverge from expectations, how do you prefer disagreements be resolved (steering committee, independent review, scope change, commercial adjustment)?
- Who will be the day‑to‑day owners on your side for technical decisions, procurement approvals, and commercial sign‑off?
- What cadence of technical updates would you prefer during pilot and flowsheet development?
- Which KPIs do you want tracked on progress reports (select all that matter)?
- Which commercial terms are non‑negotiable for you at this stage (payment milestones, warranty terms, lead‑time guarantees, IP ownership)?
- If the pilot meets acceptance, what is your typical decision window to move to procurement?
Ready to Pick a First Step?
- If there was one small, low‑risk next step we could agree on right now, what would it be?
- Which of these next steps would you prefer we propose first (select all that apply)?
- Who must attend the initial alignment kickoff from your side (names or roles)?
- Which date windows in the next 4 weeks work for a virtual kickoff?
- What would success look like from that first step in 30 days (deliverables, decisions, or cleared risks)?
- Are there any hard constraints or 'deal breakers' we should know about before drafting a formal pilot scope?
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Current State Mapping
Document existing metallurgical data, past testwork, plant constraints, and key failure modes that threaten target recoveries.
Current State
Start With Your Story: Help Us See Your Project
- Briefly describe the project, current phase, and the decision that has triggered a need for a bankable flowsheet.
- Which of the following best describes your role on this project?
- Who holds the final buy/no‑buy decision for equipment and flowsheet acceptance?
- What is your target date for having a bankable flowsheet (document suitable for financing)?
- Who currently owns the physical samples and associated chain‑of‑custody documentation?
If Your Plant Could Speak, What Would It Complain About?
- What single operational issue (e.g., lost recovery, inconsistent grade, throughput shortfall) keeps you up at night?
- How far off target are you on average for the project's key metric (recovery or grade)?
- Which unit operations repeatedly underperform or cause headaches?
- How frequently do process upsets materially impact production?
- Tell us about the last big upset or failure (what happened, what failed, and the operational and financial impact).
What Does Your Metallurgical Record Really Say?
- How confident are you that historical metallurgical data reflects the ore that will feed the plant over the life of mine?
- When were representative samples last collected from the deposit or stockpile?
- Which of these testwork and analytical packages are available for your ore?
- Are there known inconsistencies or data gaps in the dataset (assays, head grades, mass balance)? Please summarize.
- Do you have mineralogy reports that tie recovery mechanisms to specific mineral phases?
Where Has Testwork Let You Down?
- Have any previous test programs produced results that could not be scaled to plant performance—if so, what was the disconnect?
- Which scale of testing previously failed to predict plant behaviour?
- Were past tests run on run‑of‑mine, designer composites, or narrow core zones? Please specify sample origin and why that choice was made.
- How were scale‑up assumptions justified (e.g., performance curves, mass balance reconciliation, replicates)?
- Who executed the previous testwork programs and how would you rate their documentation and traceability?
Constraints That Won’t Move — and Those You Can
- If budget, footprint and permits were frozen today, which single constraint do you expect would break the project?
- Please select the hard constraints that cannot be relaxed.
- Which constraints are negotiable or have flexibility (e.g., reagent choices, phasing, short‑term CAPEX tradeoffs)?
- What utilities and site services are guaranteed and what is their current capacity (power, water, steam, compressed air)?
- Is there physical space and site access to host pilot equipment, and what restrictions apply (e.g., washdown, height, HV access)?
If We Could Eliminate One Risk, Which Would You Pick?
- Which single technical risk, if removed, would most improve project economics or lender confidence?
- How tolerant is the project to a recovery shortfall—what's the maximum acceptable drop before NPV or financing is jeopardized?
- Which risk categories worry you most (rank or select up to three): ore variability, scale‑up uncertainty, equipment delivery, reagent supply, permits, commissioning support?
- Do you have contingency budget or schedule buffers today, and if so, please quantify (% or weeks/months).
- If we could deliver a single deliverable that meaningfully de‑risked the project, which would you prioritize (choose one)?
How Will You Know We've Built a Bankable Flowsheet?
- What specific evidence would make financiers and your owners call the flowsheet 'bankable'?
- Which of these deliverables must be included in the bankable package?
- What statistical or confidence criteria do you require for recovery and throughput estimates (e.g., number of replicates, confidence interval)?
- What scale of piloting would satisfy your stakeholders: bench locked‑cycle, mini‑pilot, or full pilot plant? Please explain why.
- Who in your organization will formally sign off on the bankable flowsheet, and who needs to be kept informed?
Practical Next Steps — Samples, Tests, and Owners
- If we started tomorrow, what's the single most important thing you could provide to accelerate validation (sample set, data pack, decision owner, funding)?
- How many sample types/zones can you supply and in what approximate total mass for pilot work?
- Do your samples have full chain‑of‑custody, labelled composites, and primary assays available?
- Who will be the day‑to‑day technical liaison for test planning and who handles commercial/contract sign‑offs?
- What is your preferred timeline to begin pilot testing and deliver initial results?
- Is there anything else about site, logistics, or governance we should know that would affect a pilot program or data validation?
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Customer Discovery
Clarify project objectives, target recovery/grade, financing schedule, and acceptance criteria for the bankable flowsheet.
Discovery Questions
Starting Together: Quick Project Snapshot
- What is the project name, the primary company contact, and their role?
- Which study stage best describes where you currently are?
- What is your target date for having a bankable flowsheet and capital estimate (month/year or range)?
- Who on your team will be the primary technical lead for metallurgical testwork and pilot coordination? Please include role and contact preference.
- Do you already have samples reserved for pilot testwork and where are they stored?
- What would be the single most important thing we should know about this project's current status?
If This Falls Short, What Breaks First?
- If the flowsheet or equipment underperforms by 3–5 percentage points in recovery, what specific project outcome is at risk?
- How long has the risk of under‑specifying equipment or flowsheets been a concern for this project or your organization?
- Can you describe a past example where a vendor or design assumption led to underperformance? What happened and what did that cost (time, money, credibility)?
- When you think about that outcome, what worries you most emotionally—financial loss, schedule blame, reputation, or operational headaches?
- What contingency or escalation paths do you have if testwork or pilot results contradict current design assumptions?
Where the Ore Really Speaks
- How confident are you that the samples available today represent the ore through ramp‑up and life‑of‑mine (LoM)?
- What evidence supports that confidence—historical drill core, plant headgrade data, variability studies, or something else?
- Have you already performed bench or pilot testwork on these samples? If so, what were the key takeaways (process steps that worked, failed, or were inconclusive)?
- When ore variability shows up at plant scale, where does it hurt most—recovery, concentrate grade, throughput, or reagent consumption? Tell us a recent example.
- What mineralogical or liberation challenges are you most worried about (e.g., locked fines, complex gangue, preg‑robbing carbonates, sulphide association)?
The Numbers That Decide the Deal
- If you had to state it now: what is the minimum acceptable recovery and concentrate grade the flowsheet must demonstrably achieve for financing to proceed?
- How much economic sensitivity do you allow for a recovery shortfall—what drop in recovery (%) would force a redesign or re‑costing?
- Which KPIs besides recovery and grade are non‑negotiable for you (select all that apply)?
- Do you require independent or lender‑appointed verification of pilot results? If yes, what form—third‑party audit, witnessed testwork, or vendor data package?
- What tolerance does your lender or internal approvals process give for CAPEX estimate variance at the bankable stage (e.g., ±10%)?
How Will Financing Judge This Work?
- What would make a lender say 'this flowsheet is bankable'—is it repeatable pilot data, vendor references, equipment delivery guarantees, or something else?
- Who are the primary financing parties (select all that apply) and do they have explicit metallurgical acceptance criteria?
- Has a lender or technical advisor already issued a technical data room request list for metallurgical deliverables? If so, share the standout items you must satisfy.
- How important is equipment vendor traceability (actual throughput on similar ore) to the financing package?
- If financing is delayed because metallurgy is inconclusive, what is the acceptable stop‑gap timeline before costs or stakeholder tolerance becomes untenable?
Who Holds the Keys? Decision, Procurement, and Ownership
- Who will have final sign‑off authority on the flowsheet, equipment budget, and procurement contracts?
- Are there procurement constraints we should know (local content rules, preferred vendors, tender processes, or single‑source mandates)?
- What internal approvals or technical gates must pilot‑plant results pass before equipment orders can be released (e.g., technical committee sign‑off, independent verification, cost review)?
- How do procurement timelines compare to your testwork schedule—do you need equipment lead‑time certainty before pilot completion?
- If stakeholders disagree on acceptance criteria, how are conflicts typically resolved and who mediates?
What Would Success Feel Like on Commissioning Day?
- Imagine the plant is commissioned and meeting the flowsheet targets—what three things would make you feel this project was a clear success?
- What ramp‑up targets (recovery, grade, throughput) would you require at 30, 90 and 180 days to accept performance against the bankable flowsheet?
- Which of these commissioning supports are most important to you from the vendor: on‑site commissioning team, remote troubleshooting, spare parts package, training, or warranties?
- What measurement and reporting cadence would make you comfortable that the performance is trending to guarantees (e.g., daily mass balances, weekly reagent reconciliations, monthly independent audits)?
- If early performance deviates from targets, how much corrective budget or schedule slack do you expect to allow before declaring failure?
Practical Next Steps: What We Need to Move Forward
- What immediate actions would you be willing to authorize to progress toward a bankable flowsheet (e.g., issue NDA, ship samples, approve pilot scope, allocate budget)?
- What internal budget range is available for pilot testwork and process development (ballpark categories help us scope appropriately)?
- What logistical constraints should we plan for around sample shipping, customs, export permits, or quarantine at your jurisdiction?
- Who on your side should be included in a kickoff working group for pilot planning, and how often can they meet in the next 90 days?
- Is there anything we haven't asked that would be a deal‑breaker or accelerator from your perspective?
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Solution Experience
Translate pilot and bench scenarios into a shared vision of how the proposed flowsheet and equipment deliver the required recovery, grade, and CAPEX outcomes.
Experience Meetings
- Current State & Consequence Alignment
- Flowsheet Diagnosis & Proof (Pilot/Bench → Plant)
- Equipment Performance, Sizing & CAPEX Translation
- Acceptance Criteria, Pilot Test Matrix & Commissioning Plan
- Solution Experience Summary & Mutual Next Steps
- Define commissioning tests and responsibilities to verify bankable performance on site.
- Confirm equipment list and baseline sizing that supports the proven flowsheet and acceptance metrics.
- Agree on a CAPEX range with documented assumptions and identify which items drive variability.
- Identify long‑lead items and agree mitigation/contingency actions tied to the project schedule.
- Vendor to provide a preliminary equipment list with performance data, reference matrix, and budgetary CAPEX with assumptions.
- Vendor to supply lead‑time schedule for long‑lead items and recommended procurement windows.
- Customer to confirm procurement constraints, financing milestones, and any preferred local content requirements.
- Bankable Acceptance Criteria Review
- Agree on unambiguous, measurable acceptance criteria and how they will be measured and reported.
- Finalize pilot test matrix and sample responsibilities to enable execution without further ambiguity.
- Introductions & Meeting Objectives
- Vendor to produce a formal Test Plan document (pilot + commissioning) with acceptance criteria, test methods, and reporting templates.
- Customer to approve the Test Plan or submit required amendments within agreed review period.
- Both parties to assign owners for test execution, data QA/QC, and escalation contacts.
- Executive One‑Sentence Summary
- Obtain mutual confirmation that the Solution Experience has diagnosed the problem, proved the solution, and captured customer validation.
- Agree a concrete set of next milestones leading into the Pilot & Plant Scope stage with owners and dates.
- Document outstanding issues and assign owners to resolve them before the Pilot & Plant Scope kickoff.
- Vendor to compile a Solution Experience Summary pack (mass balance, scale‑up, equipment list, CAPEX assumptions, Test Plan) and circulate within 3 business days.
- Customer to provide formal sign‑off or a list of unresolved items to be closed before Pilot & Plant Scope within the agreed review window.
- Both parties to set a date for the Pilot & Plant Scope kickoff and assign the core project leads.
- Customer and vendor align on a single‑sentence current state describing what is breaking and who is affected.
- Agree the quantified consequence of not meeting recovery/grade or schedule targets.
- Define the future-state outcome in one sentence and list 3–5 measurable acceptance metrics.
- Confirm required prework, data handover, and timing for the next meeting.
- Customer to upload composite sample descriptions, historical testwork, plant constraints, and target recovery/grade.
- Vendor to prepare one-sentence summary of current state and draft consequence calculation using provided data.
- Schedule the Flowsheet Diagnosis & Proof meeting and circulate required analysis templates.
- Recap Current & Future State (1‑sentence)
- Demonstrate through mass balance and scale-up that the flowsheet meets the agreed recovery, grade, and throughput in the baseline case.
- Show how key variability scenarios shift outcomes and quantify the range of performance and CAPEX impact.
- Secure explicit customer validation of the scale-up assumptions or capture required follow-up tests.
- Vendor to deliver annotated mass balance workbook showing pilot → plant scale-up with all assumptions documented.
- Customer to confirm which variability scenarios are contractually critical and authorize additional tests if needed.
- If gaps identified, vendor to define targeted confirmatory bench/pilot tests and timeline.
- Flowsheet → Equipment Mapping
- Summary of Proofs Delivered
- Pilot Test Matrix & Sample Plan
- Equipment Performance Data & References
- One‑Sentence Current State
- Pilot/Bench Results Mapped to Flowsheet
- Consequence Quantification
- Commissioning & Ramp‑Up Test Plan
- Outstanding Risks & Mitigations
- Preliminary CAPEX & OPEX Translation
- Plant‑Scale Mass Balance & Scale‑Up Assumptions
- Commercial & Schedule Next Steps
- One‑Sentence Future State & Success Metrics
- Lead Times, Long‑Lead Items & Schedule Risk
- Sensitivity & Variability Scenarios
- Roles, Responsibilities & Escalation
- Customer Validation Checkpoints
- Data & Prework Checklist
- Sign‑off & Validation Check
- Customer Validation & Tradeoffs
- Final Validation & Sign‑Off
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Pilot & Plant Scope
Define the pilot test program, sample requirements, flowsheet deliverables, equipment boundaries, responsibilities, timelines, and measurable acceptance criteria.
Scope Configuration
- Continuous pilot-plant comminution and classification campaign
- Locked-cycle pilot flotation campaign with mass balances
- Pilot gravity separation and middlings characterization program
- Pilot-scale thickening and filtration dewatering trials
- On-pilot reagent dosing and optimization
- Deliver detailed process engineering package (P&IDs, equipment specs)
- Manufacture and supply SAG/ball mill with drives and liners
- Manufacture and supply flotation banks with air and agitation systems
- Manufacture and supply thickeners and filter presses
- Factory acceptance testing with performance runs and instrumentation calibration
- On-site equipment installation and mechanical alignment
- Site commissioning, process tuning and ramp-up to nameplate
- Supply spare parts and wear-kit for first 12 months
- Deliver PLC/DCS control hardware and integrate with plant systems
- On-site operator training and commissioning handover documentation
Scope Questions
Continuous pilot-plant comminution and classification campaign
- Do you require a continuous comminution + classification pilot campaign to establish steady-state size distribution and throughput?
- What is the available sample mass for continuous pilot testing (specify tonnes or kg)?
- What nominal pilot feed rate / throughput do you want validated (e.g., kg/hr or t/day)?
- Which pieces of comminution/classification equipment should be included in the pilot scope?
- What duration of continuous run is required to capture steady-state and variability (select best match)?
Locked-cycle pilot flotation campaign with mass balances
- Do you need locked-cycle flotation testing to generate mass balances and steady-state recovery data?
- How many locked-cycle stages/cycles do you expect to run (or what duration in days)?
- What target recovery and concentrate grade acceptance criteria should the locked-cycle testing demonstrate?
- Which flotation cell configuration or cell types should be used in the pilot (e.g., bank size, cell model)?
- Will you require reagent cost modelling and staged reagent programs during locked cycles?
Pilot gravity separation and middlings characterization program
- Do you require pilot gravity separation tests (e.g., Knelson, Falcon, shaking table) to quantify coarse recovery and middlings behaviour?
- What mass of composite feed is available for gravity pilot testing (kg/tonnes)?
- Which gravity equipment should be trialed at pilot scale?
- Do you need middlings characterization (e.g., density-by-size, liberation analysis, mineralogy) to inform scavenger/flotation stages?
- Are there specific middlings recovery targets or constraints (e.g., minimize locked-cycle recirculation, maximize coarse recovery)?
Pilot-scale thickening and filtration dewatering trials
- Do you require pilot thickening and/or filtration tests to define underflow density and cake moisture?
- What are your target underflow density (%) and cake moisture (%) or acceptable ranges?
- What feed solids concentration will the dewatering pilot receive (wt% solids)?
- Do you require polymer/flocculant screening and dosing optimization as part of dewatering trials?
- Should dewatering trials include instrumentation for turbidity, filtrate quality, and cycle time measurements?
On-pilot reagent dosing and optimization
- Do you require reagent dosing and optimization during pilot campaigns (collect titration curves, conditioning times, pH sweeps)?
- Which reagent classes should be included in optimization (select all that apply)?
- Do you require reagent sourcing/cost estimates and compatibility checks with plant logistics and environmental limits?
- Are there regulatory or on-site handling constraints for reagents (e.g., toxic reagents restricted at site)?
- Do you want reagent optimization reported as both technical (recovery/grade) and economic (cost/kg concentrate) outcomes?
Deliver detailed process engineering package (P&IDs, equipment specs)
- What level of documentation is required for the process engineering package (e.g., P&IDs, datasheets, LOD/LVL)?
- Which deliverables must be included (select all that apply)?
- What design basis parameters must be used (e.g., feed tonnes per day, target recovery, design ore characteristics)?
- What CAD/format and drawing standards do you require (e.g., AutoCAD DWG, Revit, ISO standards)?
- What is the required delivery timeline for the engineering package (weeks/months)?
Manufacture and supply SAG/ball mill with drives and liners
- Do you intend to include manufacture and supply of SAG/ball mill(s) in the scope?
- What target mill dimensions and throughput must be met (specify kW, tonnes/hr or desired mill size)?
- What site electrical supply and drive requirements apply (voltage, frequency, VSD required)?
- Are there special materials or liner requirements (e.g., high chrome, rubber, steel), and do you require spare liners included?
- What is the required delivery lead time and on-site installation support level (e.g., supply only, supply + supervision, turnkey)?
Manufacture and supply flotation banks with air and agitation systems
- Do you want supply of full flotation banks including cells, air systems, and agitation equipment?
- How many flotation cells or banks are required and what cell models are preferred?
- Do you require integrated air generation and distribution (compressors, blowers, piping) in the vendor scope?
- Are there site noise, hazardous area, or explosion-proof requirements for motors and electrical equipment?
- Should vendor include spare impellers/stator parts and recommended spare counts for first 12 months?
Manufacture and supply thickeners and filter presses
- Do you require supply of thickeners and/or filter presses as part of the package?
- What design capacity (m3/hr or t/day) and target underflow/cake specifications are required?
- What type/size of filter press plates and expected cake thickness or cycle time targets should be used?
- Should polymer dosing equipment and flocculant storage be included in scope?
- Are there site limitations for foundation size, access, or craneage that affect delivery/erection of thickeners/presses?
Factory acceptance testing with performance runs and instrumentation calibration
- Do you require factory acceptance testing (FAT) with witness performance runs prior to shipment?
- What FAT acceptance criteria must be demonstrated (e.g., throughput, power draw, instrumentation accuracy)?
- Will you send personnel to witness FAT onsite or require a remote livestream/witness package?
- Which instruments require calibration certificates and traceability (e.g., flowmeters, load cells, pH probes)?
- Do you require FAT-run process samples or mass-balance reports as part of deliverables?
On-site equipment installation and mechanical alignment
- Will vendor provide installation labor, supervision, or only installation drawings and checklists?
- Are foundations, grouting, and lifting equipment provided by owner or vendor?
- What site mechanical tolerance and alignment standards do you require (e.g., API/ISO standards, vendor standards)?
- What craneage and site access limitations exist for installation (max crane capacity, road limits)?
- Do you require as-built drawings and bolt-torque/shaft-alignment reports after installation?
Site commissioning, process tuning and ramp-up to nameplate
- What level of commissioning support is required from vendor (start-up supervision, full commissioning, performance guarantee)?
- What is the expected ramp-up timeline to nameplate and what acceptance metrics define success (recovery, throughput, availability)?
- Will owner operators participate in commissioning and handover training, and how many personnel will be present?
- Do you require vendor assistance with performance testing, mass balance verification, and issuance of a commissioning certificate?
- Are there specific ramp-up constraints (e.g., ore variability windows, seasonal access, power limitations)?
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Mutual Commit
Finalize commercial terms, equipment lead times, spare parts, commissioning support, warranties, and payment/milestone commitments.
Agreement Modules
- Statement of Work (SOW)
- Equipment Supply Agreement
- Commercial Terms & Pricing
- Payment & Milestone Schedule
- Lead Time & Production Schedule
- Spare Parts & Consumables Agreement
- Commissioning, Start‑Up & Training
- Warranty & Performance Guarantee
- Acceptance Testing & Performance Criteria
- Change Order & Variations Process
- Insurance, Liability & Indemnity
- Logistics, Export & Freight Terms
- Site Access & Owner Responsibilities
- Final Technical Data Package & Drawings
- Intellectual Property & Testwork Data Rights
- Financing & Lender Compliance Support
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Deployment
Operationalize rollout with readiness checks, enablement, and outcome validation.
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Pre-Deployment Readiness
Confirm sample transport, long‑lead item status, site access, owners, and contingency plans before procurement and construction start.
Readiness Questions
Start with Your Project in One Line
- In one sentence, describe your project and what a 'bankable flowsheet' would mean for your team.
- What is the project's current stage?
- What is the primary commodity and the dominant ore/mineralogy we should design for?
- What target throughput and headline recovery/grade numbers do you need the flowsheet to achieve for financing?
- Who on your team must sign-off on the flowsheet and the CAPEX estimate for the financing to proceed?
- By when does the bankable flowsheet need to be delivered to meet your financing milestones?
Is Your 'Bankable' Flowsheet Aspirational or Verifiable?
- How confident are you that the flowsheet in your feasibility will survive real ore variability and lender scrutiny?
- What acceptance criteria has the lender, investor, or internal owner specified for a flowsheet to be called 'bankable'?
- Have you previously run pilot or large-scale testwork on this ore? If so, what formats were used (bench, continuous pilot, locked-cycle, etc.)?
- How representative are the samples used in prior testwork of the expected mine feed (locations, lithologies, weathering, etc.)?
- What specific gaps or uncertainties from prior testwork keep you from being confident today?
- What minimum documentation or deliverables will you require with any pilot program (report format, raw data, mass balances, QA/QC, chain of custody)?
Where Recovery Slips Through the Cracks
- Which single process step worries you most as the likely source of a multi‑percentage‑point recovery shortfall?
- Tell the story of a past event where recovery or throughput fell short—what happened, what was root cause, and how long did it take to recover?
- What operating constraints at your site limit flowsheet choices (water, power, footprint, environmental permits, workforce skill, tailings capacity)?
- How tightly can your current operations hold key control variables (P80, pH, redox, aeration, residence time)?
- What instrumentation, sampling cadence, or QC steps would you accept as evidence that the flowsheet is performing as designed during ramp‑up?
- Are there historical geometallurgical or variability datasets (drill cores, composites, plant tails) we can review to map risk? Please list availability and format.
If Five Points More Recovery Were Real, What Changes?
- If you could reliably deliver +5 percentage points recovery, what decision would that unlock for the project (finance, mine plan, cut‑off grade, saleability)?
- Roughly, what magnitude of NPV/IRR or EBITDA improvement would +5% recovery represent for this project?
- Would higher recovery allow you to change mining or processing strategy (e.g., lower cut‑off, blend lower grade, increase throughput)?
- Beyond dollars, what non‑financial outcomes matter most if recovery improves (permitting ease, community impacts, workforce stability, risk profile)?
- How would you operationally verify during ramp‑up that the plant is delivering that +5% (specific KPIs and cadence)?
- What internal economic thresholds would allow you to re‑allocate capital or change scope based on improved recovery (example: reduce reserve stockpiles, defer equipment)?
Who's Holding the Keys — and Who's Quietly Influencing Them?
- If the project had to pass lender due diligence tomorrow, whose approval do you think would be the most difficult to secure?
- Please identify the internal and external stakeholders we should engage for technical and commercial sign‑off (names/roles and decision authority).
- Which stakeholders prioritize schedule over recovery, and which prioritize recovery over schedule—how do those tensions usually play out?
- What information or evidence convinces your lenders or technical advisors fastest (pilot data, reference plant visits, vendor guarantees, independent validation)?
- How do you prefer decisions and technical tradeoffs to be surfaced—detailed technical memos, visual dashboards, joint workshops, or concise decision packs?
- Are there known political or commercial influencers (off‑take partners, OEM relationships, legacy agreements) that could change the technical decision path?
What Keeps You Up at Night If This Fails?
- If the flowsheet underperforms during or after commissioning, which single consequence would be hardest to recover from?
- Do you already have contingency plans tied to specific failure modes (e.g., alternative reagent suites, grind adjustments, bypass circuits)?
- What maximum schedule delay would put financing or the project deadline at risk?
- What level of CAPEX overrun would trigger a formal re‑evaluation of the project?
- What recovery shortfall (percentage points) would require immediate mitigation and reporting to lenders or owners?
- Who would you call first for emergency technical support (internal team, vendor service, third‑party contractor)?
What Would Make You Confident Enough to Pull the Trigger?
- What single piece of evidence would change your stance from 'we hope this works' to 'we can build this and sign the PO'?
- Which of the following would most increase your confidence in the design?
- What sample quantity and distribution do you require for a pilot program to be considered representative (kg, number of composites, horizons)?
- What is an acceptable timeline for a pilot program plus bankable report to support finance (from sample receipt to final deliverable)?
- Which vendor commitments are non‑negotiable for you before placing equipment orders?
- Would you be open to a staged commercial approach (pilot → conditional purchase order with milestones → final purchase)?
Realistic Next Steps — Small Bets to Reduce Big Risks
- If you had to pick three immediate actions that would materially de‑risk the flowsheet, what would they be?
- Which of these actions would you like our team to lead or own?
- Are there regulatory, logistics, or site‑access constraints we must resolve prior to sample transport or pilot works (permits, customs, quarantine, shipping restrictions)?
- What cadence of communication and decision checkpoints would you prefer as we execute next steps?
- How soon should we schedule the first pilot run to meet your financing timeline?
- Who will be the primary point of contact for scheduling, sample approvals, and technical clarifications (name, role, email)?
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Deployment Enablement
Schedule procurement, fabrication, shipping, construction, and commissioning tasks with clear owners, milestones, and escalation paths.
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Validation Checklist
Define commissioning tests, acceptance criteria, ramp‑up targets, and measurement plans to verify bankable performance on site.
Validation Questions
Project Snapshot — Help Us Get Up to Speed
- What's the project name, location, and current development stage (brief)?
- What's the target decision date for financing / FID for this project?
- Who is the primary owner or decision-maker we should coordinate with? (name, role, preferred contact)
- Which stakeholders must sign off on the bankable flowsheet before financing (select all that apply)?
- How confident is your internal team in the current process design supporting the feasibility study?
Are You Confident This Flowsheet Will Be Bankable?
- If a lender asked for a bankable flowsheet dossier today, could you hand it over and expect sign-off without major revisions?
- Which lender or financier requirements are mandatory for your dossier (protocols, witness testing, uncertainty bands)?
- Have you defined numerical acceptance criteria for recovery, grade, variability envelopes, and CAPEX accuracy? Please summarize.
- Who will independently verify the flowsheet on the lender side (if any)?
- Which deliverables would give the lender the most confidence (select all that apply)?
Where Your Ore Has Surprised You (or Could)
- Tell us about the last time the ore behaved differently than expected — what happened and what did it cost?
- How well do your available samples represent the expected plant feed across geology and weathering zones?
- Do you have defined variability domains and samples tied to each domain?
- How often do you observe significant shifts in head grade, mineralogy, or liberation during operations?
- When surprises occurred, which category best describes the root cause?
- Which specific sample or domain would you insist we include in pilot testing and why?
What Keeps You Up At Night About This Plant?
- If the plant misses target recovery by 3–5 percentage points, what are the pragmatic consequences for the project?
- Which failure modes concern you most today (pick all that apply)?
- Which of those risks have you faced before, and how were they managed? Tell a short example.
- How tolerant is your economics to a recovery or grade shortfall (e.g., project still viable, marginal, or fails)?
- Which de-risking measures would you prioritize to protect project value?
- Who carries the most career or political risk if performance targets are missed?
How Have You Validated Performance So Far? (and What Felt Thin)
- Have you been making equipment and scope decisions based primarily on catalog data or on on-ore testwork?
- What lab, bench, or pilot programs have been completed on your ore — scope, sample mass, and headline outcomes?
- Were those tests independently witnessed, repeated, or performed under multiple regimes?
- Did vendors provide performance curves specifically on your ore or only generic catalog data?
- What key unknowns would you like a pilot program to resolve (select up to three)?
- Approximately how much sample mass can you make available for a pilot program?
If Everything Went Right, What Would That Unlock?
- Imagine the plant achieves design recovery and throughput — what strategic decisions would that enable you to take?
- What are your numerical targets and acceptable minimums for recovery and concentrate grade?
- What nameplate throughput and ramp-up timeline do you expect for commissioning to reach design capacity?
- What CAPEX and OPEX accuracy bands are required for your feasibility decision (select one)?
- If targets are met, what commercial milestones (e.g., financing, construction start) follow and in what timeframe?
- Which pieces of evidence would most convince you this supplier will deliver — choose top two?
What Would Make You Say Yes — Today?
- What's the single non-negotiable item that would make you sign a pilot and equipment agreement this week?
- Which procurement pathway are you most likely to use for the plant?
- What payment and milestone structure would be acceptable to you (select one)?
- How critical are lead times and delivery windows to your schedule?
- Which commercial or technical guarantees would you expect from a supplier (select all that apply)?
- Who else must be present to finalize a mutual commit and when are they available?
Logistics, Samples and Next Steps — Let’s Make It Real
- If we agreed on scope today, could you ship representative samples and mobilize approvals within your stated timetable?
- Who owns the samples and who will sign chain-of-custody / shipment documentation?
- Are there export, customs, quarantine, or hazardous-material constraints we must plan for?
- Do you require an NDA, material transfer agreement, or witnessed chain-of-custody before testing begins?
- Do you have preferred pilot start dates or blackout windows we should avoid? Please list dates or ranges.
- Who should be our operational point of contact for sample logistics, technical clarifications, and receiving reports? (name, role, contact)
- What would you like as the immediate next step after this discovery conversation?
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Success
Confirm the plant achieves agreed recovery and throughput, capture learnings, and maintain a shared channel for issues and improvements.
Success Reviews
- Performance Confirmation Review
- Root Cause & Corrective Action Workshop
- Operations Handover & Continuous Improvement Plan
- Lessons Learned & Value Realization
- Ongoing Support & Issue Escalation Cadence
Issues & Enhancements
- Obtain agreement on reference and case study permissions where applicable.
- Handover Checklist Review
- Confirm the operations team has all documentation, training, and spares to operate to the bankable flowsheet.
- Establish a continuous improvement cadence with clear KPIs and meeting schedule to sustain and optimize performance.
- Ensure clear escalation paths and vendor support commitments are in place.
- Finalize and distribute the Operations Handover Pack (SOPs, sampling protocols, control setpoints).
- Schedule and complete remaining operator/process control training sessions.
- Create CI dashboard and configure automated weekly reports for recovery/throughput KPI monitoring.
- Future State Summary (one‑sentence) & Baseline
- Produce a compact value realization summary linking plant performance to project economics.
- Capture actionable lessons learned to improve future testwork, design assumptions, and procurement lead time estimates.
- Opening & Objectives
- Prepare and circulate the Value Realization Report with updated cashflow sensitivity to recovery/throughput.
- Document lessons learned and update internal design/testwork checklists and risk registers.
- Obtain written approval for any customer reference or case study materials.
- Communication Channels & Access
- Establish a reliable shared support channel and clear SLAs to handle operational issues rapidly.
- Agree monitoring thresholds and automated alerting that will trigger corrective workflows.
- Set the recurring review cadence and backlog governance for continuous improvement.
- Create and populate the shared issue tracker and invite all designated stakeholders.
- Configure KPI dashboards and automated alerts tied to the agreed thresholds.
- Publish the escalation matrix and SLA document to the shared repository.
- Confirm whether the plant has met the agreed recovery (%) and throughput (t/h) acceptance criteria.
- Agree and document the evidence that constitutes the 'bankable' performance report.
- Decide on formal acceptance, conditional acceptance with remediation plan, or rejection with RCA workshop.
- Assign owners and timelines for any follow-up verification or corrective actions.
- Compile and distribute the formal Performance Report with signed metrics, raw assay data, and QA/QC logs.
- If required, commission independent assay verification or third‑party mass balance review.
- If performance is below acceptance, schedule Root Cause & Corrective Action Workshop within defined retest window.
- Restate Problem & Consequence (one‑sentence)
- Identify the likely root cause(s) of performance shortfall with evidence-backed hypotheses.
- Agree on a prioritized corrective action plan with clear owners, timelines, and success metrics.
- Define a precise validation protocol and retest schedule that will prove the future state.
- Execute high‑priority corrective actions (process tuning, reagent changes, equipment adjustments) within agreed timeline.
- Prepare and circulate a detailed retest plan including sampling, assay labs, and monitoring requirements.
- Order any required spare parts or consumables identified as blockers to performance.
- Current State (one‑sentence)
- SLA & Escalation Matrix
- Performance vs Feasibility & Financial Impact
- Training & Competency Verification
- Data Drill‑Down
- Maintenance & Spares Plan
- Operational Lessons & Root Causes Captured
- Monitoring Thresholds & Alerts
- Hypothesis Generation
- Measurement Evidence Review
- Recurring Review Cadence
- Consequence Summary
- CI KPIs & Meeting Cadence
- Prioritize Corrective Actions
- Risk Register & Mitigations Update
- Validation Plan & Acceptance Criteria
- Validation & Acceptance Decision
- Reference & Case Study Agreement
- Escalation & Support Contacts
- Continuous Improvement Backlog Process
- Next Steps & Owner Assignments