RFQ Templates

Procurement templates that match the way you work.

Word and PDF formats. Built for utility distribution procurement. Covers domestic content requirements, BIL coordination, lead-time risk, and supplier qualification. Three are free with an account; the full set comes with Insider membership.

Build a free transformer RFQ draft in your browser. Review missing items, copy the text or print it. No account or email required.

Domestic content review

Distribution Transformer RFQ

Covers pad-mount and pole-mount units. Includes domestic content certification requirements, BIL coordination fields, and lead-time risk sections.

TransformersBABAProcurement
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Three-phase, dead-front

Pad-Mount Transformer Spec Sheet

Standardized specification for soliciting three-phase pad-mount transformer quotations. Covers electrical ratings, tap changer, fluid type, enclosure integrity per IEEE C57.12.28/29, accessories, and IEEE C57.12.90 testing.

TransformersSpec Sheet
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Metal-clad and metal-enclosed

Substation Switchgear RFQ

Medium-voltage switchgear RFQ template per IEEE C37.20.2 and C37.20.3. Covers vacuum and SF6-free breakers, bus ratings, instrument transformers, protection and control, outdoor walk-in enclosure, FAT scope, and BABA certification.

SwitchgearSubstationProcurement
Documentation template

BABA Compliance Checklist

Documentation checklist for Build America, Buy America (BABA) review, with fields to confirm agency terms, product classification, component costs, and issued waivers.

BABAFederal FundingCompliance
Procurement planning worksheet

Lead-Time Risk Assessment

Score lead-time exposure across active projects on five dimensions: headroom, supplier concentration, BABA exposure, spec stability, and schedule sensitivity. Total score maps to a recommended action tier.

Lead TimesRiskPlanning
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Supplier vetting

Vendor Qualification Questionnaire

Fourteen-section questionnaire to evaluate a new transformer or switchgear supplier before adding them to an approved manufacturer list. Covers manufacturing footprint, BABA position, ISO 9001, test capability, references, and a reviewer scorecard.

Supplier VettingProcurement
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Insulation coordination aid

BIL Coordination Worksheet

Step through arrester selection, MCOV check, equipment BIL recording, lead-length voltage, and protective margin per IEEE C62.22. Catches the four most common coordination mistakes before they get specified into a purchase order.

EngineeringSubstationInsulation

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