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Use evidence gates to prevent commercial pressure from outrunning technical, legal, safety and logistics review. Scale the depth to the machine, transaction value and consequence of failure.
Framework reviewed: 3 October 2026
| Gate | Required work | Exit evidence |
|---|---|---|
| 1. Requirement | Define the work, capacity, tolerances, utilities, site constraints, regulatory environment and acceptance criteria before comparing machines. | Approved specification and total-cost budget |
| 2. Seller and title | Verify the legal seller, authority to sell, serial identity, ownership history, liens or security interests and sanctions/export-control exposure. | Identity and title evidence |
| 3. Desktop review | Review photos, operating video, service records, manuals, known defects, recalls, software/licence transfer and available parts support. | Evidence register and open-items list |
| 4. Inspection and test | Use an independent, competent inspector. Agree test scope, measurement methods, safety controls and acceptance limits in writing. | Signed inspection and functional-test report |
| 5. Compliance | Identify product, workplace, environmental, import and operator requirements for the destination and intended use. | Compliance gap assessment and costed actions |
| 6. Commercial terms | Document equipment scope, condition disclosures, price, taxes, payment protection, Incoterm, loading, risk transfer, inspection rights and remedies. | Executed contract and payment controls |
| 7. Delivery and acceptance | Plan isolation, dismantling, lifting, transport, customs, site preparation, installation, commissioning, training and acceptance testing. | Delivery plan and acceptance certificate |
Industries are ordered for your selected or detected market. Open the relevant section to see what to specify, inspect, collect and test.
Keep the equipment price separate from every other cost so assumptions remain visible.