Define the application first
Tell the sourcing team whether the requirement is a generator step-up application, substation replacement, industrial supply, temporary installation, or another duty. Include whether the equipment is a direct spare or part of a new design.
Provide the electrical requirement
- Continuous and staged MVA or kVA ratings, with the required cooling stages.
- High-side, low-side, and tertiary voltages, where applicable.
- Winding connections, vector group, and neutral requirements.
- Frequency, impedance requirements, insulation levels, and tap-changer requirements from your engineering specification.
- Quantity, intended service, and any parallel-operation requirements.
Define physical and delivery constraints
Include the project location, required arrival date, footprint restrictions, terminal arrangement, bushing orientation, and any known access limits. An electrically suitable unit may still require substantial site or connection changes.
Separate requirements from preferences
Identify the items that are mandatory and the items that your engineering team can evaluate. That helps the search include practical alternatives without assuming technical acceptance.
Close with a clear review process
Assign the engineering contact who will review candidate equipment, identify the documents needed for approval, and agree the commercial and delivery responsibilities before a purchase commitment.
This guide supports project scoping. Unit-specific engineering review and the agreed project documents govern equipment acceptance and execution.