Switchgear Technical and Commercial Proposal Checklist

Prepared by: JCON ELECUpdated: 2026-10-16

Short answer

A complete proposal connects the technical compliance list with the priced equipment schedule. Check drawings, ratings, component brands, evidence, deviations, itemized prices, documents and delivery boundaries as one package. Separate budget assumptions from approved configuration and final handover records.

JCON ELEC electrical cabinet wiring and assembly process

Use one revision-controlled proposal index

Ask the supplier to identify the customer files and revisions used. Each quoted item should link to its technical data, required brand and any exclusion or deviation.

Keep the original customer specification as the baseline.
List substitutions and cost-saving options separately for approval.
Identify which documents are preliminary and which are committed deliverables.

Documents at different project stages

Documents at different project stages
Stage	Typical information	Point to confirm
Budget	Scope, assumptions, indicative configuration and price	Unresolved inputs and exclusions
Technical approval	Datasheets, GA, schematics, BOM and deviations	Accepted revision and authorization to manufacture
Handover	Final drawings, test records, manuals and packing list	Final document scope and equipment identification

Information to confirm

ComplianceItem-by-item response to ratings, functions, brands, standards and customer requirements.

EngineeringDatasheets, general arrangement, schematics, panel schedule and BOM/brand list.

Evidence and inspectionRelevant assembly verification/test documents, inspection plan, FAT and witness requirements.

Price scheduleEquipment quantities, unit/total prices, options, spares, packing, freight and site services.

Commercial basisCurrency, payment proposal, lead-time trigger, warranty, validity and named delivery place/rule.

Deviations and exclusionsEvery technical change, unpriced interface, customer-supplied item and pending decision.

Related equipment

Medium Voltage Switchgear

Incoming, metering, bus section and feeder panels with project-specific protection.

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Low Voltage Switchgear

Main distribution, outgoing feeders and auxiliary power configured to the SLD.

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Prefabricated Substation

Coordinated MV, transformer and LV package boundaries for project review.

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Compare quotations on the same basis

One-to-one scopeMatch each technical item to the price schedule; identify missing quantities or accessories.

Applicable evidenceCheck the offered equipment, ratings and test scope rather than relying on a certificate title alone.

Clear alternativesKeep the base offer and alternatives distinct; describe their technical and commercial differences.

Controlled commitmentRecord drawing approval, production start, inspection, shipment and final-document responsibilities.

Frequently asked questions

Does a price sheet alone constitute a complete proposal?Not when the customer requires a technical package. Compare the price sheet with compliance, drawings, components, evidence and exclusions.

Should all handover records exist at the budget stage?No. Distinguish existing evidence and preliminary documents from project-specific records to be produced during manufacturing and handover.

How should cost-saving alternatives be presented?Price them separately, identify every departure from the base requirement and obtain approval before replacing mandatory items.

Sources and scope

This JCON ELEC checklist organizes buyer review; it does not replace the customer's specification or agreed supply terms. Required documents and approval milestones depend on the actual project.

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Send your drawings and requirements

Share the available SLD, equipment list, project requirements and destination. Mark unresolved points so assumptions can be listed in the proposal.

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