Resource Centre
Engineering Checklists
Checklists turn technical content into buyer-ready inputs. Each checklist should reduce missing information before quotation or engineering starts.
Explore the relevant engineering page or send a technical requirement. Recommended RFQ inputs: project/asset, existing OEM/model, scope, drawings or specification, required date, site location, and any shutdown/mobilization constraint.
E-House enquiry checklist
What an estimator needs before an E-House or modular electrical room can be priced. Send what exists; a partial list is still worth reviewing.
Electrical scope
- Single line diagram, or the intended distribution arrangement
- Voltage classes and system earthing
- Fault level and duration at the incomer
- Equipment list: switchgear, MCC/PCC, drives, UPS/DC, transformers
- Load list, with duty and starting method for motor loads
- Control and automation scope inside the building
Building and environment
- Internal arrangement or space envelope, and access requirements
- Ambient temperature range and solar loading
- Area classification, if any part is in a hazardous zone
- Ingress protection, fire and blast requirements
- HVAC duty, redundancy and control philosophy
Transport and site
- Transport route limits: weight, width, height, lifting arrangement
- Site location and installation interfaces (cable entries, earthing, foundations)
- Whether site installation, termination and commissioning are in scope
Project
- Project stage: FEED, tender, execution, operating, shutdown
- Required delivery date and any shutdown or mobilization window
- Applicable standards and client specifications
- Documentation, FAT and witness requirements
Gathered what you can? Send it with the enquiry — an engineer reviews the scope and replies.
Control system migration readiness checklist
Before a PLC, SCADA or DCS migration can be scoped, these are the things that decide whether the existing installation can be kept and how the cutover is planned.
Existing system
- Make, model and firmware of the existing controllers and HMI/SCADA
- Application backup: program, tags, graphics, historical configuration
- Spare-parts position and known obsolescence notices
- Fault and downtime history, with the events that triggered the review
Field and I/O
- I/O list with signal types, ranges and locations
- Condition and age of field wiring, marshalling and terminations
- Whether existing cabinets, racks and field wiring are to be retained
- Instrument and final-element list, with anything already scheduled for replacement
Interfaces
- OEM packages and third-party systems that must remain connected
- Protocols in use, and which are available on the new platform
- Safety system boundary, and whether it is in or out of scope
- Historian, reporting and any remote-monitoring interfaces
Cutover
- Available window: shutdown, turnaround, phased or hot cutover
- Acceptable loss of view and loss of control durations
- Fallback and rollback plan, and who authorises it
- FAT scope, site acceptance criteria and operator training needs
Gathered what you can? Send it with the enquiry — an engineer reviews the scope and replies.