Nameplate-to-Quote Readiness Checklist

Reference nameplate

Readable ratings and identifiers, if an existing unit is involved.

One-line diagram

Current revision showing the primary and secondary system.

Utility or project specification

Include revision, deviations, and approval contacts.

Phase and frequency

Keep phase separate from the feed-arrangement decision.

kVA and voltage inputs

Primary, secondary, taps, BIL, and impedance where specified.

Feed and front construction

Radial or loop plus the required terminal interface.

Protection and accessories

Switch, fuse, arresters, gauges, and special interfaces.

Site and enclosure environment

Public access, coastal, flood, traffic, drainage, and clearance inputs.

Test and document scope

Reports, drawings, data sheets, approvals, and witness points.

Importer and compliance responsibility

Identify the responsible party where destination rules apply.

Quantity and commercial term

Quantity, Incoterm, destination, and payment expectations.

Required date and approval path

Requested delivery, drawing approver, and open decisions.