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A practical buying guide

Automatic transfer switch: RFQ Checklist and Quotation Review

The key decision

A comparable automatic transfer switch quotation starts with automatic transfer switch application and required process result, sources load and transfer duty, transition neutral and protection coordination. Record the required result, site interfaces and acceptance evidence in one revision-controlled RFQ. IndustryApex engineers use these inputs to define the equipment, integration and OEM/ODM scope for your project.

ABB TruONE automatic transfer switch installation automatic transfer switch reference equipment
ABB TruONE automatic transfer switch installation · Manufacturer reference image.
Shown as a configuration reference. Availability and the equipment offered for your project are confirmed separately.

This automatic transfer switch RFQ checklist is a working procurement document. Use it to turn the requirements in the Automatic transfer switch equipment guide into a written project brief and a comparable equipment offer.

What should a quotation for automatic transfer switch include?

Complete the product-specific requirements below. Keep buyer requirements, the proposed equipment response and unresolved points in separate columns. Attach the relevant drawings, samples or site records to the same RFQ revision.

Automatic transfer switch RFQ requirements and quotation evidence
Requirement to define How to make the response comparable
Automatic transfer switch application and required process result Record the actual requirement, its supporting document and any unresolved point. Request a written response against the same requirement revision.
Sources load and transfer duty
Provide source types, voltage, frequency, load characteristics, continuity requirement and available fault conditions. Motor loads and sensitive equipment can respond differently to an interruption or source change.
Provide the actual site information and connection boundary. Identify what IndustryApex supplies and what the installation site must prepare.
Transition neutral and protection coordination
Compare the permitted transition method, switched poles, neutral arrangement, source sensing and protective-device coordination. The design must prevent an unintended source interconnection and follow the receiving system's grounding and installation requirements.
Record the actual requirement, its supporting document and any unresolved point. Request a written response against the same requirement revision.
Representative input variation and difficult production cases State the required result and the operating case behind it. Request confirmation for that case and record any exclusions or assumptions.
Required acceptance evidence
Demonstrate the agreed source-failure and return sequence with qualified test procedures, recording delays and load behavior. Verify interlocks, manual operation and defined responses to invalid or missing sources.
Agree the sample or case, measurement method, record and decision owner. Ask which evidence is included in the quotation.
Site and utility scope
Provide enclosure access, cable space, protective devices and a coordinated grounding design. Allocate responsibility for upstream and downstream integration and for safe isolation during maintenance.
Provide the actual site information and connection boundary. Identify what IndustryApex supplies and what the installation site must prepare.
Service provision
Inspect switching mechanisms, contacts, controls, sensing and test records. Exercise the approved transfer procedure and review changes to source or load configuration before retaining existing settings.
Agree the sample or case, measurement method, record and decision owner. Ask which evidence is included in the quotation.
OEM/ODM engineering scope
OEM enclosures and sensing options may be configured; ODM transfer sequences require system engineering and verification of interlocks, fault ratings and the complete installation.
Agree the sample or case, measurement method, record and decision owner. Ask which evidence is included in the quotation.
Upstream preparation and downstream handling interfaces Record the actual requirement, its supporting document and any unresolved point. Request a written response against the same requirement revision.
Destination country and applicable installation requirements Record the actual requirement, its supporting document and any unresolved point. Request a written response against the same requirement revision.
Production schedule, changeover mix and operator availability State the required result and the operating case behind it. Request confirmation for that case and record any exclusions or assumptions.
Drawings, samples, inspection method and rejected-output criteria Agree the sample or case, measurement method, record and decision owner. Ask which evidence is included in the quotation.

How to compare automatic transfer switch quotations

Return the same completed checklist to our engineering team when reviewing a revised offer. For each requirement, record the proposed configuration, included evidence, price boundary and open question. A blank response is an unresolved item; request clarification before treating two offers as equivalent.

  • Automatic transfer switch application and required process result: identify the requirement revision, the proposed response and the document that supports it.
  • Sources load and transfer duty: identify the requirement revision, the proposed response and the document that supports it.
  • Transition neutral and protection coordination: identify the requirement revision, the proposed response and the document that supports it.

Request separate scope lines for the main equipment, application-specific tooling or accessories, site connections, integration work, commissioning, training and support, where applicable. Record delivery terms, quotation validity and exclusions beside the quoted price. Keep optional items separate from items required for the stated result.

Automatic transfer switch acceptance criteria: what must be agreed?

Use the following equipment requirements to frame the acceptance discussion:

  • Required acceptance evidence: Demonstrate the agreed source-failure and return sequence with qualified test procedures, recording delays and load behavior. Verify interlocks, manual operation and defined responses to invalid or missing sources.
  • Service provision: Inspect switching mechanisms, contacts, controls, sensing and test records. Exercise the approved transfer procedure and review changes to source or load configuration before retaining existing settings.
  • OEM/ODM engineering scope: OEM enclosures and sensing options may be configured; ODM transfer sequences require system engineering and verification of interlocks, fault ratings and the complete installation.
  • Drawings, samples, inspection method and rejected-output criteria

Have the responsible engineering personnel agree the test case and method for the exact offered equipment. Record the input or sample identification, supplied configuration, observations or measurements, agreed decision criteria, open deviations and sign-off responsibility. Separate evidence available at the factory from checks that depend on the installed site. Retain the accepted records with the equipment and document later requirement changes.

OEM/ODM automatic transfer switch: define the change boundary

  • OEM/ODM engineering scope: OEM enclosures and sensing options may be configured; ODM transfer sequences require system engineering and verification of interlocks, fault ratings and the complete installation.

Distinguish approved standard options, branding and documentation from mechanical, electrical, control or process development. Send the intended application, current drawings, target market, quantities and requested changes. IndustryApex engineers review feasibility and define the proposed supply and engineering scope. Agree design ownership where relevant, the validation responsibility and the evidence that will accept the changed configuration. A reference photograph does not define the offered configuration or grant rights to relabel the pictured brand.

Build your automatic transfer switch project brief

Use the worksheet to record your inputs and open questions. You can download the brief or carry it into the project request. It is sent to IndustryApex only when you complete and submit that request form.

Complete your product-specific RFQ worksheet

You can edit the final requirements on the request form. No inquiry is submitted from this worksheet.

Use this brief in my project request ↗

Discuss the equipment scope with our engineers

Send the completed brief with the required result, destination and purchase timing. Our engineers can review the equipment configuration, application interfaces and requested customization, then identify the information still needed for a confirmed quotation.

Request a automatic transfer switch quotation ↗ · Discuss OEM requirements · Discuss ODM engineering

Related equipment scope: Air source heat pump · EV AC charging station · EV DC fast charger.

Define your equipment requirements

Review the Automatic transfer switch buying guide for the complete equipment scope.

Discuss this equipment project ↗ · OEM requirements · ODM requirements. Configuration and feasibility are reviewed for your application.

Frequently asked questions

What belongs in an RFQ for automatic transfer switch?

Start with automatic transfer switch application and required process result, sources load and transfer duty, transition neutral and protection coordination. Complete the remaining product-specific requirements in the worksheet, and attach the relevant drawings, sample information and site records. State the destination, required result and purchase timing so our engineers can review a defined project.

How do I compare automatic transfer switch quotations on the same basis?

Use the same requirement revision for each comparison. Record the proposed configuration, included evidence, required accessories or integration, commissioning responsibilities, delivery terms and exclusions. Request a written response to unresolved requirements rather than comparing the main equipment price alone.

What belongs in the automatic transfer switch acceptance record?

Identify the approved input or sample, exact configuration, agreed method, observations or measurements, decision criteria, deviations and responsible sign-off. Agree with the responsible engineering personnel what can be checked at the factory and what depends on the installed site.

Can IndustryApex review OEM/ODM automatic transfer switch requirements?

Yes. Send the application, requested changes, drawings, target market, quantities and acceptance requirements. IndustryApex engineers review the proposed equipment and engineering scope. Feasibility, validation work, commercial terms and delivery are confirmed for the agreed project; the reference photograph does not establish branding rights.

Reference information

  • ABB official technical product reference
  • ABB official technical product reference

Reference data and images explain equipment configurations. IndustryApex engineers confirm the offered model, specification and commercial scope in your project quotation.

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