Planning tool

Water-treatment procurement checklist

A printable checklist for comparing scope, evidence, exclusions and delivery arrangements.

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Use this blank checklist with any supplier. It helps compare proposals; it does not certify compliance or replace a site-specific specification. Ticks are held only in this page until it is reloaded.

01 · Define the scope

Identify systems, equipment quantities and site access restrictions.
State the purpose: routine maintenance, cleaning, commissioning, testing or review.
List the standards and contractual requirements that apply to this particular system.

02 · Check the evidence

Request relevant experience and current insurance documents.
Confirm who performs sampling and laboratory analysis, and the applicable accreditation scope.
Ask who conducts and signs any audit and how independence is maintained.

03 · Compare the quotation

Compare visits, chemicals, sampling, cleaning and report deliverables on the same basis.
Record exclusions, optional work, call-out charges and payment terms.
Confirm the price validity period and what could change the scope or price.

04 · Agree delivery and follow-up

Agree attendance, outage coordination, report and laboratory turnaround.
Agree the alarm contacts, monitoring responsibility and actual response availability.
Record who closes each corrective action and where reports will be kept.

Project notes

Request a written quotation Request documents