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Preliminary brief for equipment procurement

Preliminary brief for an equipment price inquiry: task, initial information, attachment versions, and open technical questions. With an example and a working form.

How to use

  1. Record the purpose of the part, input drawings, and known constraints.
  2. Mark the parameters that still require engineering approval.
  3. Forward the brief to the contractor; approve the final technical specification separately.

Result: Preliminary brief and open fields; engineering approval is still required.

Working files

Files are available without registration. Save a copy and fill in your company details. Downloadable files are in Russian; the instructions on this page are translated.

Register a company from China

15 Procurement Brief for Equipment Purchase

For the buyer: collect initial information for the first assessment. The form is not an engineering technical specification and does not grant permission for installation or operation.

Project and brief version: […].

Date: […].

Purchaser contact: […].

Responsible technical specialist: […].

Section Known data Status and open issue Who will confirm
Task and expected result […] […] […]
Objects: dimensions, weight, material […] […] […]
Performance and mode […] […] […]
Site and placement plan […] […] […]
Connections and compatibility […] […] […]
Equipment and accessories composition […] […] […]
Delivery, installation, commissioning, training […] […] […]
Control, acceptance, documentation […] […] […]
Terms and commercial conditions […] […] […]

Statuses: confirmed / preliminary / requires approval. Basis for each confirmed parameter: [file, version, owner].

Applications: [name, date, version, status].

What the supplier should offer: […].

What is needed before the final price: […].

Training task: move boxes between two workstations. The layout, dimensions, and weights of the boxes still need to be prepared; throughput, connections, and safeguards have not been assigned. The data require technical verification. Empty fields are not replaced with random numbers.

Please assess the solution against the brief [version], note assumptions and deviations. Please also specify the scope of supply, service cost, and data for the final calculation separately. We will align the technical requirements with the responsible specialists.

Updated: . Training examples do not confirm experience in fulfilling a real delivery.