Generator starter packet review.

=== Munda Field Planner — Scope-First PM Planning Summary ===

LIKELY JOB CATEGORY
Generator, transfer switch, backup power, pad, feeder, or utility-coordination planning

PLAIN GOAL
Generator or backup power

JOB-SPECIFIC STARTER PACKET (PROMPTS ONLY — VERIFY ON SITE)
- Pad/foundation: compare existing pad size, new generator footprint, weight, anchor pattern, and whether structural review is needed.
- Rigging/heavy lift: confirm crane access, gate width, ground bearing, matting/road plates, overhead lines, and road or parking closures.
- Fuel system: confirm fuel type, line size/pressure, day tank, purge/disconnect responsibility, and whether fuel work is GC/plumber/customer scope.
- ATS/switchgear: verify existing vs. new rating, SE-rated requirement, bypass needs, bus-work changes, control wiring, and one-line impacts.
- Utility/shutdown/LOTO: identify who requests the shutdown, required lead time, outage window, temporary power needs, and LOTO owner.
- Grounding/bonding: verify existing electrode system, new rods or bonding jumpers, and NEC Art. 250 items with qualified review.
- Long-lead/concealed conditions: confirm generator/ATS/switchgear delivery dates plus masonry penetrations, blocked routes, abatement, or hidden utilities.

SCOPE INPUTS
1. Contract / scope of work: Not provided — verify on site.
2. IFC drawings / plans: Not provided — verify on site.
3. Site measurements: Not provided — verify on site.
4. Specs / manuals: Not provided — verify on site.
5. Site photos / notes: Not provided — verify on site.
6. Timing / crew: Not provided — verify on site.

CLARIFYING QUESTIONS
- What does the contract or scope of work say about this job? Summarize key inclusions and any noted exclusions.
- Are there IFC drawings, engineered plans, or sketches for this job? If yes, what equipment sizes, routes, or configurations do they show?
- What site measurements or field dimensions are available? Include run lengths, heights, distances, or confirmed quantities.
- Are there equipment specs, manufacturer manuals, or submittal sheets? If so, what are the key requirements (amperage, conduit size, pad dimensions, etc.)?
- Are there site photos or a notes summary? Describe any access constraints, existing conditions, or hazards observed on site.
- What is the schedule — start date, deadline, or outage window? How many crew members are planned, and are other trades sequenced around this work?
- What is the generator kW rating and manufacturer / model number?
- Is this a replacement or a new install? If replacement, what is the existing unit?
- Is there an existing ATS or will one be installed — and what is its rating?
- Does the existing pad match the new unit footprint, weight, and anchor pattern, or is pad/foundation work needed?
- What is the rigging path — crane access, gate width, ground bearing, overhead lines, and any road plates or mats?
- What fuel system details are known — fuel type, line size/pressure, day tank, purge/disconnect responsibility, and who owns that scope?
- Does the ATS/switchgear scope include bus work, bypass needs, control wiring changes, or one-line updates?
- Is a utility coordination or shutdown window required?
- Who owns the shutdown request, outage confirmation, and LOTO plan before cutover?
- Is the existing concrete pad adequate for the new unit, or is a new pad required?
- What grounding and bonding details are known — existing electrode system, new rods, bonding jumpers, and NEC Art. 250 verification?
- Are generator, ATS, switchgear, gas piping, or utility work long-lead items that could affect sequence?
- Are concealed conditions likely — masonry penetrations, unknown routing, blocked conduit, abatement, or hidden utilities?

WORK PLAN (PLANNING ESTIMATE — VERIFY CREW AND DURATION)
- 1. Review contract, IFC one-line, submittals, and shutdown responsibilities | crew: PM | duration: 0.5 day | depends on: —
- 2. Verify pad/foundation fit, anchor pattern, rigging path, and fuel tie-in scope | crew: PM + foreman | duration: 0.5 day | depends on: 1
- 3. Coordinate utility outage, LOTO owner, customer notifications, and temporary-power needs | crew: PM | duration: 0.5 day | depends on: 1, 2
- 4. Mobilize, barricade work area, stage crane/lift support, and protect existing gear | crew: 2–3 | duration: 0.5 day | depends on: 3
- 5. Remove existing generator/ATS only if included and de-energized/verified | crew: 2 | duration: 0.5–1 day | depends on: 4
- 6. Set generator on verified pad and complete anchoring/housekeeping checks | crew: 2–3 + rigging vendor | duration: 0.5–1 day | depends on: 2, 4
- 7. Install or replace ATS/switchgear interface and control wiring per drawings | crew: 2 | duration: 0.5–1 day | depends on: 3, 6
- 8. Install conduit/pathway, pull feeder/control conductors, land, torque, label | crew: 2–3 | duration: 1–2 days | depends on: 6, 7
- 9. Complete grounding/bonding checks and fuel-system handoff verification | crew: 2 + fuel contractor as needed | duration: 0.5 day | depends on: 8
- 10. Factory startup, functional test, inspection support, closeout packet, punch list | crew: PM + 2 + factory tech | duration: 0.5–1 day | depends on: 7, 8, 9

MATERIAL PLANNING CATEGORIES (DRAFT ONLY — NOT A FINAL TAKEOFF)
- Generator unit — example: standby generator set, weather enclosure, battery charger, block heater; confirm kW/voltage/phase/model per spec
- Automatic transfer switch / ATS — example: service-rated ATS, bypass/isolation if specified, control terminals; confirm rating and SE-rated requirement
- Switchgear / bus interface — example: lugs, bus adapters, control wiring, one-line changes; verify bus-work, bypass needs, and EoR/AHJ requirements
- Feeder / conductor category — example: phase conductors, neutral, equipment grounding conductor; verify size from IFC drawings/submittals/ampacity calc
- Control cable category — example: start signal, annunciator, battery charger/alarm conductors; confirm conductor count per manufacturer wiring diagram
- Conduit / pathway category — example: EMT/RMC/PVC, fittings, supports, pull boxes, sleeves, firestop; verify type, size, route, fill, and footage
- Grounding / bonding category — example: grounding electrode bonding, jumpers, rods, exothermic clamps if required; verify NEC Art. 250 with qualified review
- Fuel connection category — example: gas line/diesel day tank interface, flex connector, regulator, purge/disconnect; verify licensed fuel / gas contractor scope
- Rigging / lift support category — example: crane, forklift, mats/road plates, lane closure, gate key, spotter; verify rigging vendor plan
- Concrete pad / foundation interface — example: pad enlargement, housekeeping curb, anchor bolts, vibration isolators; verify structural review if in scope
- Labels / signage category — example: equipment labels, arc-flash labels, shutdown signage, panel schedule updates; verify spec/AHJ wording
- Misc hardware category — example: anchors, strut, weatherproof fittings, termination lugs, torque labels, sealant, housekeeping materials

CUSTOMER-SAFE EXPLANATION
- We'll coordinate the shutdown window with you before any work starts.
- We'll verify the pad and protect existing equipment before setting the new unit.
- If we find anything on site that may affect the price or schedule, we'll let you know before doing extra work.
- Start-up and functional test are included — you'll see it running before we leave.

INTERNAL PM / FOREMAN NOTES (NOT CUSTOMER-FACING)
- Existing pad undersized for new unit footprint or weight → may require pad work
- Anchor pattern or housekeeping pad does not match generator submittal → field adjustment or civil/structural review
- Rigging path blocked by gate width, overhead lines, soft ground, or traffic control needs → lift cost/schedule impact
- Fuel line size, pressure, purge/disconnect, or day-tank scope is unclear → fuel contractor / GC coordination needed
- Conductor or conduit sizing mismatch vs. drawings → verify before ordering
- Utility coordination more complex than expected → may affect schedule
- Keep blocker language internal. For customers, use: scope clarification, may affect price or schedule, or contractor review needed.

ASSUMPTIONS
- This is a scope-first planning summary — not a quote, final bid, or approved plan.
- Verify all measurements, materials, access, and approvals against IFC drawings and on site.

DISCLAIMERS
Planning aid only. Not engineering, not code approval, not ready for permit submission, not a final quote, and not a safety sign-off. Verify with the qualified contractor, engineer of record, AHJ, utility, and manufacturer where applicable.