Normalize Capacity Evidence, Equipment and Approvals

Align the load basis

Confirm every proposal uses the same current and future loads, property context and assessment documents.

Name the option

Separate panel replacement, service upgrade, load management, EV distribution and related work.

Itemize equipment

Record model, rating, spaces, listed accessories, controls, compatibility and substitutions.

Assign utility and permit work

Compare fees, applications, inspections, outage planning, customer prerequisites and schedule dependencies.

Price access and restoration

Include electrical-room access, trench or route work, fire stopping, patching, labels and cleanup.

Define changes and closeout

Require written change basis, inspection evidence, settings, labels, test records and owner documentation.

Panel-only proposal record

Complete one copy per proposal, using the same calculation revision and future-load queue. Mark each line included, excluded, allowance or not stated. A panel replacement does not by itself increase service capacity; record the verified constraint the work addresses.

• Proposal / calculation revision / constraint: ______. Resolve service-rating conflicts and identify any future loads excluded from this option.
• Panel / breakers / ratings / spaces / listed accessories: ______. Identify who checks existing circuits before reconnection and how out-of-scope deficiencies are priced.
• Base price / allowances / alternates / taxes / exclusions: ______. Record deposit, progress-payment and cancellation terms; carry accepted clarifications into the contract.

Service and meter proposal record

Separate customer work from utility work rather than comparing a single upgrade price. Confirm the selected option against the one-line drawing and calculation before ordering equipment or booking an outage.

• Meter / disconnect / customer conductors / supply change: ______. State exact models, ratings, conductor assumptions and the verified ownership boundary.
• City permit applicant / inspection booking / BC Hydro coordination / fees: ______. Assign each owner, including building or strata handoffs, and record outstanding prerequisites.
• Outage / temporary power / critical loads / tenant notice: ______. Treat dates as conditional on utility design, equipment availability and inspection; name who communicates changes.

EV and load-management proposal record

For a control-based option, compare exact equipment and operating limits against the same current and planned loads. Do not accept a generic management allowance as evidence that an upgrade is unnecessary.

• Charger / control device / sensing / listed compatibility / maximum settings: ______. State monitored loads, priority logic, fault behaviour and effects on charging or household use.
• Substitution process / responsible reviewer: ______. Require written review of compatibility, calculation inputs, permits and delivery timing before accepting a replacement model.
• Commissioning / settings / test records / manuals / warranty / future limits: ______. Name who receives the owner or strata instructions and updated capacity record.

Access, restoration and closeout record

Use this final record across all options so site work and exclusions stay visible. A cheaper base scope may leave restoration or closeout elsewhere; ask for written answers before accepting a proposal.

• Access / electrical room / trench or mast / route / protection of occupied areas: ______. Assign safe access, tenant coordination and responsibility for concealed conditions.
• Fire stopping / wall, paving or landscape repair / patching / cleanup: ______. Record the responsible party, allowance and finish standard for each affected area.
• Changes: evidence, written notice, pricing and owner authorization: ______. Add accepted clarifications to the contract before changed work proceeds.
• Closeout recipient / inspection and utility completion evidence / labels / tests / settings / manuals / warranty: ______. Confirm all owner, strata, City, utility and contractor handoffs are complete.