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