Buyer pack · version 1.0

Buy electrical equipment checks on comparable terms

Use one equipment schedule, separate ordinary items from fixed or specialist assets and give every provider the same inspection, testing, record and failure requirements.

Create an assessment result first
The standard

A comparable quote must answer five things

  1. Who is the named tester and which equipment groups can they competently inspect and test?
  2. Which items, sites, access windows and shutdown constraints are included?
  3. What visual inspection, electrical tests, labels, register and report will be delivered?
  4. How will failed, missing, inaccessible, repaired and retested items be handled?
  5. What travel, parking, VAT, parts, specialist work and return visits are excluded?
01

Information to assemble before requesting quotes

Mark unknown items explicitly. Discovery can be priced; hidden assumptions cannot be compared.

  • Site schedule, access contacts and permitted working hours
  • Estimated ordinary item count by equipment group and location
  • Fixed, specialist, medical or shutdown-sensitive equipment
  • Existing register, previous results, failures and repair records
  • Equipment ownership, users, environment and movement patterns
  • Required register fields, labels, report format and delivery date
  • Authority to isolate failed items and arrangements for urgent notification
  • Travel, parking, security, induction and escort requirements
02

Project brief

Business and site: ______________________________________________

Reason for commissioning: first / periodic / new installation / change or event

Equipment and identifiers: ______________________________________

Use, process or operating conditions: ______________________________

Documents available: ___________________________________________

Sites and areas in scope: ________________________________________

Access and shutdown constraints: _________________________________

Target visit and report date: _____________________________________

Required quotation format

  • Who is the named tester and which equipment groups can they competently inspect and test?
  • Which items, sites, access windows and shutdown constraints are included?
  • What visual inspection, electrical tests, labels, register and report will be delivered?
  • How will failed, missing, inaccessible, repaired and retested items be handled?
  • What travel, parking, VAT, parts, specialist work and return visits are excluded?
03

Competence and evidence questions

Competence is specific to the equipment, system and judgement being bought. Ask about the proposed person, not only the company.

  1. Who is the named tester and what comparable equipment have they tested?
  2. How will they classify equipment and select suitable tests?
  3. Which instrument will be used and how is calibration controlled?
  4. How will safe isolation, reconnection and function checks be managed?
  5. Which fixed or specialist items are outside their competence?
  6. Who may repair equipment and authorise a failed item to return to use?
  7. What public liability and professional indemnity evidence applies?
04

Comparable quote scorecard

Comparison pointProvider AProvider BProvider C
Named tester and relevant experience
Ordinary item count and item definition
Fixed and specialist equipment
Inspection and test method
Instrument and calibration evidence
Access and shutdown plan
Labels, register and report fields
Failed-item isolation and escalation
Repairs, parts and retests
Risk-based next-action advice
Travel, parking, VAT and total fee

Do not add the scores blindly. Missing competence, equipment scope or statutory reporting can be a stop condition rather than a small disadvantage.

05

Report acceptance check

  • Every located item has a unique result or recorded exclusion
  • Visual inspection and electrical test results are distinguishable
  • Failed equipment and immediate actions are recorded
  • Missing, inaccessible and shutdown-sensitive items remain visible
  • The digital register can be maintained after the visit
  • Repairs and retests are traceable to the original failure
  • Next actions are linked to equipment risk and results
  • The report does not present annual PAT testing as a universal legal rule

Primary basis: HSE PAT guidance .