ELEVGRID / WORKING TOGETHER
Our Process
From your first enquiry
to a clearer handover.
A procurement roadmap for discussing requirements, aligning supply scope and coordinating the steps toward delivery and follow-up.
The sequence and deliverables depend on the equipment, project requirements and agreed scope. Some stages may overlap or return to an earlier review.
Review the stage checklist
Eight stages.
One shared project record.
STAGE 01 / 08
Enquiry Intake
Start with your project, not a perfect specification.
Share the information available and identify what is still unknown. Preliminary requirements can provide a starting point for clarification.
- What to provide
- Project destination, application, equipment type, quantities and target dates. Attach available specifications, single-line diagrams, drawings or an existing nameplate for replacement enquiries.
- What to coordinate
- Identify the requested supply scope, document revisions, main contact and missing inputs. Flag submission restrictions and sensitive information before sharing additional files.
Before moving forward
A working enquiry scope with open questions identified. Receipt of an enquiry does not confirm feasibility, pricing or an order.
STAGE 02 / 08
Requirement Review
Turn assumptions into questions that can be resolved.
Clarify the intended application and the basis for technical review before comparing equipment options.
- What to provide
- Required ratings, applicable specifications and standard editions, site conditions, installation constraints and customer or utility requirements, where relevant.
- What to coordinate
- Distinguish mandatory requirements from preferences and preliminary values. Identify conflicting documents, proposed deviations and the party responsible for each clarification.
Before moving forward
A documented requirements baseline for the next review, with unresolved items clearly marked. Applicability remains subject to project requirements.
STAGE 03 / 08
Supply Matching
Connect the requirement to a defined supply scope.
Review potential equipment and supply arrangements against the project information available.
- What to provide
- Equipment schedule, package boundaries, interface requirements and any approved-vendor or origin restrictions. Identify customer-supplied items and required accessories.
- What to coordinate
- Review technical fit, potential supply options and scope exclusions. Confirm any manufacturer information or supporting evidence required for the specific offer.
Before moving forward
A proposed scope and technical basis for discussion. Product availability, compatibility and the supply arrangement require confirmation for the project.
STAGE 04 / 08
Technical & Commercial Coordination
Review the offer as one connected set of decisions.
Keep technical assumptions and commercial conditions aligned as the proposed scope develops.
- What to provide
- Purchasing entity, delivery destination, requested schedule, document requirements and any tender or commercial conditions to be reviewed.
- What to coordinate
- Reconcile the proposed technical scope, exclusions, pricing basis, payment terms, delivery terms and quotation validity where an offer is available. Record clarifications against the relevant offer revision.
Before moving forward
A reviewed offer and a record of agreed points and remaining conditions. Order acceptance and the agreed contract define the commitments; this page does not.
STAGE 05 / 08
Drawing / Document Confirmation
Make revisions and approval responsibilities visible.
Confirm which documents are needed, who reviews them and which decisions depend on their acceptance.
- What to provide
- Latest interface drawings, approval contacts and review requirements. Identify dimensions, terminations, layouts and other details that need project-side confirmation.
- What to coordinate
- Agree the applicable document list and review sequence. Consolidate comments, identify the current revision and record acceptance or outstanding changes through the agreed channel.
Before moving forward
A documented status for required drawings and technical documents. Approval responsibilities and any release prerequisites are subject to the agreed project scope.
STAGE 06 / 08
Production & Quality Coordination
Keep progress discussions tied to agreed milestones.
Where production is included, coordinate status and the information needed at the agreed project checkpoints.
- What to provide
- Confirmed order documents, accepted technical revisions and any agreed inspection or progress-reporting requirements. Communicate subsequent changes through the agreed contact.
- What to coordinate
- Coordinate milestone updates with the relevant supply parties, as applicable. Track open issues and change requests; assess their effect on scope, cost and schedule before confirmation.
Before moving forward
A recorded status at the applicable milestones, including outstanding actions. Inspection methods, acceptance criteria and quality evidence belong in the agreed quality arrangements.
STAGE 07 / 08
Testing, Packing & Delivery Interfaces
Confirm the handover points before equipment moves.
Connect the agreed testing, packing and dispatch arrangements without treating them as a single automatic release.
- What to provide
- Applicable test or witness requirements, required records, packing instructions, consignee details and destination documentation requirements, as available.
- What to coordinate
- Coordinate the status of required test records and unresolved items, then the packing and dispatch interfaces under the agreed release process. Confirm who handles freight, customs and receipt, as applicable.
Before moving forward
Documented release and handover status under the agreed project arrangements. Testing, packing, transport and customs outcomes are not guaranteed by this process overview.
STAGE 08 / 08
After-sales & Document Archive
Keep a usable record beyond delivery.
Identify the route for follow-up questions and the project documents needed to review them.
- What to provide
- Order reference, equipment identification and a clear description of the question or issue, with relevant records or photographs. Use the agreed project contact for follow-up.
- What to coordinate
- Confirm the applicable support contact and scope, route issues to the relevant parties and identify available final documents. Agree any outstanding document actions and retain current revisions as appropriate.
Before moving forward
A traceable handover record and follow-up route. Warranty, spare parts, on-site services, response arrangements and document availability depend on the agreed scope and applicable terms.
YOUR NEXT STEP / RFQ INPUTS
Share what you have.
Make the open points clear.
- 01
Project context
Destination, application, project stage, equipment type and quantity.
- 02
Technical basis
Available ratings, specifications, standard editions and site conditions.
- 03
Files and revisions
Current diagrams, drawings, equipment schedules or replacement nameplates.
- 04
Supply boundaries
Included equipment, accessories, interfaces and customer-supplied items.
- 05
Schedule and deliverables
Requested dates, document needs and inspection or witness requirements.
- 06
Contacts and open points
Main contact, approval responsibilities and information still to be confirmed.
Recommended next step