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Switchgear Four Stage
Project Management Process

STEP 1

Project Design & Takeoff

Step 2

Project Quotation

STEP 3

Project Order Management

Step 4

Project Closeout

STEP 1

Project Design or Drawings Takeoff

Design build projects
  • With our knowledge of local codes, NEC, and utility requirements, we identify and resolve any issues we see. 
  1. Our experts provide design suggestions from in-house expertise. 
  2. For the more complex designs, we bring in manufacturers reps for added support.
  3. The value of a job walk is often critical. We take the time to make sure there are no surprises. 
  • We then provide layout suggestions.
  • Finally, we discuss the budget and provide assistance to make sure there are no cost overruns.
Takeoff for pre-specified projects
  • Identify equipment needed on the project.
  1. Without plans – When the concept is not complete, we will work with email descriptions and phone calls to develop the bill of material that meets the project requirements.
  2. With plans – We thoroughly review the plans and specs and will often suggest alternatives for money savings and code compliance.
Bill of Material
  • Finally, we generate a Bill of Material and review it with you to ensure design intent.

STEP 2

Project Quotation

Identify suppliers for BOM
  • Our extensive network of manufacturer partners gives us the ability to develop a Bill of Material that precisely meets the needs of your project. We will provide custom solutions when needed.
  • Based on special requirements and budgetary constraints, we will offer Value Engineered options.
Generate pricing/send RFQs
  • Our quotations are developed in house without the help from our manufacturers. This provides a quotation in a fraction of the time compared to others.
Deliver quotation to customer
  • Our quotations are always delivered in a professional and easy to understand  format. 
  • Exceptions and clarifications will always be clearly stated and complete.
  • Based on project timeline constraints, we will offer delivery and logistic options.

STEP 3

Project Order Management

Upon receipt of the PO
  • A customer acknowledgement is provided.
  • We complete an internal review of the project for accuracy.
  • Depending on the size or unique intricacies we will suggest a project kick off meeting with all stakeholders, including the customer and manufacturer partners.

     

    Some of the topics include: 

  1. Discuss any special terms of the PO 
  2. Discuss submittal timeline 
  3. Discuss delivery timeline 
  4. Discuss any delivery logistics issues 
  5. Milestones 
  6. Project Performance Incentives 
Submit for approval/record
  • Print drawings from vendor bid tools. 
  • Receive drawings from vendor. 
  • Assemble submittals and send to customer. 
  • Revise and resubmit as needed until approved. 
  • Release order per customer instructions.
Enter purchase orders
  • Verify lead times and release to coordinate delivery based on project timeline. We manage release dates based on project requirements.
Monitor shipping schedule
  • Obtain ship dates and proactively notify customer.
  1. Verify that schedules meet customer needs.
  2. Work to improve, if needed.
  • Monitor dates regularly for any changes and advise customer as soon as possible.
  • Provide tracking info to customers as it becomes available. 
  • For larger projects create shipment/tracking log and update weekly.
We manage all logistic requirements
  • Storage when the field is not ready for delivery.
  • Lift gate trucks when there is no forklift on site.
  • Special timing of deliveries .
Start up services?
  • When there are startup services required, we track that and coordinate with the  job site for timing and schedule to meet the project timeline.

STEP 4

Project Closeout

Confirm Invoicing

  • Our project management system guarantees that all invoicing is complete, accurate, and provided in a timely manner.

Based on the project requirements, we provide:
  • O&M manual 
  • Warranty info 
  • As Built drawings
Project Team Review
  • As part of our systems improvement process we conduct an internal review of larger projects. 
  • Any improvement needs are documented and implemented for future projects.

Connect with our Switchgear Team

Please submit project drawings and specifications to switchgear@consolidatedparts.com.

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Consolidated Parts Support

How can we help you? Contact us today to discuss your project.

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