CHECKLIST / ENGINEERING

What to send an engineer before asking for a quote

The twelve pieces of information a material handling engineer needs before quoting a conveyor, silo or transfer point — and why each one changes the answer. Printable checklist.

Greening engineering desk5 min read
BEFORE YOU ASK FOR A QUOTE12 ITEMS01 MATERIAL & GRADE02 BULK DENSITY03 PARTICLE SIZE04 MOISTURE / TEMPERATURE05 CAPACITY (t/h)06 OPERATING HOURS07 ROUTE & LIFT08 SITE PLAN / PHOTOS09 EXISTING EQUIPMENT10 DUST & ENVIRONMENT11 POWER & UTILITIES12 TARGET DATESEND WHAT YOU HAVE — UNKNOWNS ARE USEFUL INFORMATION TOO
The card we would hand over at a first meeting: twelve items, eight of them ticked in the example, and the reminder that unknowns are information too.

Part of the guide: How to specify a bulk material conveying system

The difference between a quotation that can be relied on and one that will be revised three times is almost always the information it was based on. This is the list we would like to receive with any enquiry for a conveyor, a silo, a transfer point or a study. Nobody has all twelve items on the first day; the point is to know which ones are missing, because that is where the engineering starts.

The twelve items

Tick what you have. Each item says why it matters, so that the ones you cannot tick are easy to explain rather than easy to skip. The list is the same one that appears on our contact page, and it can be printed from the button at the end.

What if half of the list is blank?

Then send the half you have and say which half is missing. An enquiry that lists its unknowns gets a proposal with margins in the right places and, where the unknowns are decisive — flow behaviour, top size, the state of the existing steel — a proposal to resolve them first. That is often a short feasibility study or a site visit, and it is cheaper than the first change order on equipment sized on a guess.

Why does the material data come first?

Because it decides the design before any drawing exists. The note on bulk density, angle of repose and flowability explains what each property drives; the specification guide shows where each item fits in the sequence of decisions. If the material has ever bridged in a hopper or stuck in a chute, say so — that history is worth more than most laboratory data.

What will you get back?

  • A written understanding of the duty as we read it, so that misunderstandings surface before the price does.
  • The type of equipment proposed and why, with the alternatives considered.
  • A concept arrangement where the route allows one, or a list of what has to be settled before it can be drawn — see how a project runs from enquiry to commissioning.
  • The assumptions made where the data ran out, listed so they can be corrected.
  • The scope boundary: what is included, what the plant provides, what remains to be checked (structure, electrical, permits).

This is the way our design and engineering work begins, whatever the project ends up being.

QUESTIONS WE HEAR

Do I need laboratory test data before asking for a quote?

Not to start. Send what you know and the history of the material in the plant. Where a property is decisive — flow behaviour for a silo, top size for a chute — a proposal will say what test is needed and why, and testing can be part of the first stage.

Can I ask for a quote with just a tonnage and a distance?

You can ask, but the answer will be a range with many assumptions. Tonnage and distance fix very little without the material, the lift and the site. A short list of what is missing turns a range into a proposal.

How much detail should the site plan have?

Enough to show the route and its obstacles: a plan with the start and end points, levels, roads, buildings and existing equipment. A marked-up aerial image with photographs is often better than an old drawing that no longer matches the site.

Is the target date really an engineering input?

Yes. It decides whether long-lead items are ordered early, whether installation fits a planned shutdown, and whether a phased approach makes more sense than a single project. A realistic date is one of the most useful things an enquiry can contain.