No. The work scope, responsibilities, site assumptions and handover expectations should also be documented.
A proposal should help the customer understand the intended installation before work begins. Clear documents reduce uncertainty about the equipment, work included and decisions still awaiting confirmation.
Describe the proposed system
Look for equipment models, quantities, layout information and the intended operating arrangement. Generation estimates should state their assumptions. If battery backup is part of the project, the served loads and relevant limitations should be described rather than left to a general verbal promise.
Define delivery and handover
The proposal should identify site preparation, installation responsibilities, exclusions and the process for approving changes. Ask for the expected handover documents and support arrangements. Project dates should distinguish an estimate from a confirmed commitment, particularly where materials or third-party steps are involved.
Make assumptions and acceptance criteria visible
A clear proposal distinguishes confirmed site information from matters still to be checked. It identifies the equipment, included work, exclusions, payment stages and the process for handling changes. Ask what records and demonstration will be provided at handover. Any generation estimate should state its assumptions, while any approval-dependent work should identify who handles it without promising an external decision date.
Your practical checklist
- Request a documented operating description
- Identify unresolved assumptions
- Confirm how changes and handover will be managed
Is an equipment list enough to define the installation?
No. The work scope, responsibilities, site assumptions and handover expectations should also be documented.
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