Generator stand quote brief: model, drawings and open checks

Write the need in plain words. Say who raised it and which facts are known. What does the owner want? What does the site require? Keep those points apart.

Ask the trained job lead what review is needed. If there are design, flood or wind questions, use the right expert. Do not guess a rating from a sales image.

List the open questions. Make clear that this brief is not a final design.

Give the exact unit model and current files. Add a stand model if you have one in mind. Mark it as a choice to review until its fit is checked.

Ask for the vendor’s product files and their limits. Each file should name the item in the quote. A file for a similar item may not fit.

• Unit model and source manual.
• Stand item to review, if known.
• Site facts that need a check.
• Needed files that are still missing.
• Person who will check fit.
• Freight and access needs.

Find out who sends each part. Who checks the whole setup? A vendor may quote a stand while the job team owns other steps.

Ask what the quote leaves out. List freight, handling and other job work. Ask which changes would need a new review.

A lower stand price may leave out work or freight in another quote. Put both replies in the same short table before you choose. Keep missing items marked, not assumed included.

A price comparison cannot settle fit. Keep the named fit review open until the right people check it.

• Exact stand and unit models.
• Drawing or manual version supplied.
• Items included and left out.
• Freight and unloading terms.
• Open site checks and their owner.

Do not let a tight date rush an open fit question. Have the right people check the final item and plan. Save their answer with the quote.

Check the order against the reviewed version. If the unit or site changes, stop using the old brief. A clear record helps the office, vendor and field team work from the same facts.