Sample packet · demo data only
What a PM execution packet looks like
This is a preview of a scope-first Founding Job Packet using a fake, made-up project (350 kW generator replacement). A real packet is built by hand from the contract, drawings, measurements, and specs you share. It is a planning aid — not engineering, code, permit approval, or a final material takeoff.
Munda Field Planner — Founding Job Packet (demo)
Job (demo): “Maple Street — 350 kW Generator Replacement” (fictional)
Trade: Generator / electrical
Prepared by: Munda Field Planner · Date: sample
Scope inputs used (source-of-truth order)
1. Contract / scope of work
Replace existing 350 kW Cummins standby generator and SE-rated ATS at Maple Street commercial facility. Includes generator set, ATS replacement, new concrete pad, feeder, control cable, and factory startup. Utility coordination is customer responsibility. Excludes fuel supply and commissioning beyond basic start-up test.
2. IFC drawings / engineered plans
Sheet E-101 (issued for construction, rev. 3): generator on north side of building. ATS in electrical room near main panel. Feeder route: 85 ft from ATS to generator pad via mechanical room and exterior conduit. 3-in EMT. Grounding electrode schedule on Sheet E-103.
3. Site measurements / field dimensions
Existing pad: 8×10 ft. New unit footprint: 10×16 ft (pad resize required). ATS-to-pad feeder run: 85 ft confirmed. Mechanical room clear height: 12 ft. Exterior conduit on masonry — sleeve through wall at 4 ft AFF.
4. Specs / manuals / submittals
Cummins QSX15-G9 (350 kW, 480V/3ph/60Hz). SE-rated ATS — Russelectric RXTF-4000, 4000A. Spec section 26 32 13. Submittal package approved 2026-04-12. Generator requires 4-in gas line (GC scope).
5. Photos / site notes
Site photos (2026-05-01): existing 8×10 pad — concrete in fair condition, undersized for new unit. Access gate on north side, keyed — confirm key with PM before mobilizing. One existing conduit sleeve (3-in) through wall — reuse or sister per drawing.
6. Timing & crew constraints
Start: July 14, 2026. Pad work by concrete sub (July 7–11, GC-coordinated). Utility shutdown window: Saturday July 19, 12:00 AM–5:00 AM (utility to confirm). 3-person crew: 2 journeymen + helper. Factory start-up tech: Cummins, schedule after install complete.
Clarifying questions — resolve before proceeding
- • Pad resize scope: confirm concrete sub is under GC contract — not included in electrical scope.
- • Gas line: 4-in service confirmed by GC / plumber? Generator will not start without it.
- • ATS rating: existing ATS is 3000A — replacement is 4000A. Confirm bus work in panel is sized.
- • Utility coordination letter: confirm customer has initiated — lead time may affect schedule.
- • Feeder sizing: E-101 shows 3-in EMT with 350 kcmil — verify ampacity per load calc and EoR before ordering.
Work plan (planning estimate — verify crew and duration on site)
| # | Task | Crew size | Est. duration | Depends on |
|---|---|---|---|---|
| 1 | Utility / shutdown coordination | PM | 0.5 day | — |
| 2 | Mobilize, stage, protect area | 2–3 | 0.5 day | 1 |
| 3 | Remove existing generator + ATS | 2 | 0.5 day | 2 |
| 4 | Set new generator on pad (after concrete sub) | 2–3 | 1 day | 3 + pad |
| 5 | Install / replace ATS (4000A Russelectric) | 2 | 0.5 day | 4 |
| 6 | Pull and land feeder + control cable | 2 | 0.5 day | 4 |
| 7 | Grounding electrode system — per NEC Art. 250 | 2 | 0.5 day | 4 |
| 8 | Start-up + functional test (Cummins tech) | 2 + factory tech | 0.5 day | 5, 6, 7 |
| 9 | AHJ inspection, punch list, closeout | PM + 1 | 0.5 day | 8 |
Planning estimate only. Verify crew size, duration, and sequence on site with the foreman before mobilizing. Shutdown window must be confirmed with the utility before Step 1.
Inclusions
- • Generator set (Cummins QSX15-G9, 350 kW, 480V/3ph) — set on new pad
- • SE-rated ATS replacement (Russelectric RXTF-4000, 4000A) — installed in electrical room
- • Feeder conductors and control cable from ATS to generator per E-101
- • Conduit, fittings, supports, and sleeves per the issued drawing route
- • Grounding electrode system and EGC per NEC Art. 250 (section citation only; verify EoR)
- • Factory start-up and functional test with Cummins tech
- • Inspection coordination (AHJ — permit pulled by GC or as agreed)
- • All work per contract scope and IFC drawings rev. 3 — verify before proceeding
Exclusions / not in scope
- • Concrete pad work (GC / concrete sub scope — coordinate before mobilizing)
- • Gas service to generator (GC / plumber scope — 4-in line required per Cummins spec)
- • Utility company coordination beyond standard notification (customer responsibility)
- • Fuel supply, fill, or ongoing fuel management
- • Load calculation or engineering design (EoR scope — citation-only references in this packet)
- • Permit filing (GC scope unless agreed otherwise — confirm with PM)
- • Commissioning beyond the included start-up test
- • Anything not explicitly included in the contract scope — confirm with PM before starting
Change-order risks (PM internal — not shown to customer)
- ⚠ Pad resize larger than expected if site conditions differ — concrete sub change order possible
- ⚠ Existing 3-in sleeve may not align with E-101 route — verify before conduit order
- ⚠ ATS bus work in main panel may need upsizing to accept 4000A ATS — verify with EoR
- ⚠ Utility coordination delay → Saturday shutdown window may slip → schedule impact
- ⚠ Conductor sizing: 350 kcmil per drawing — verify ampacity per load calc before ordering
- ⚠ Concealed masonry penetration conditions differ from drawings — add labor if so
When presenting to the customer: use “scope clarification,” “may affect price or schedule,” or “contractor review needed.” Keep internal risk notes separate from customer updates.
Draft material categories (planning estimate — editable; not a takeoff)
Generator unit
- — Cummins QSX15-G9 — 350 kW, 480V/3ph/60Hz (per approved submittal 2026-04-12)
- — Vibration isolators, fuel connection, coolant — per manufacturer install guide
Automatic transfer switch (ATS)
- — Russelectric RXTF-4000 — 4000A, SE-rated (per spec 26 36 23 and approved submittal)
- — ATS mounting hardware and connections per manufacturer wiring diagram
Feeder conductors
- — 350 kcmil THWN-2 (or per EoR calc) — 85 ft run + pull factor; verify ampacity
- — Control cable — conductor count per Cummins / Russelectric wiring diagram
Conduit and raceways
- — 3-in EMT conduit — per E-101 route; 85 ft + allowance for bends and sleeves
- — 3-in EMT fittings, couplings, and conduit bodies
- — Conduit supports and straps (spacing per NEC 358.30)
- — 3-in sleeve through masonry wall — confirm reuse or new
Grounding and bonding
- — Grounding electrode conductor — size per NEC Art. 250 (section citation only; verify EoR)
- — Equipment grounding conductor (EGC) — size per NEC Art. 250
- — Ground rods, clamps, and bonding jumpers as required
Misc hardware
- — Wire termination hardware, torque connectors, and compression lugs
- — Conduit weatherhead, conduit caps, and exterior conduit sealing
- — Cable ties, wire markers, and panel labels
Material list disclaimer. Draft material categories — generated from trade type and scope inputs. Quantities are placeholders. Verify all items against IFC drawings, submittals, and site before ordering. This is a planning checklist — not a purchasing order, engineering BOM, or official code-review takeoff. NEC references are section citations only.
Customer-safe update (what the customer hears)
Here's the plan to replace your standby generator and transfer switch and reconnect it to your service. The concrete sub will prep the new pad first. We'll confirm the utility shutdown window with you, protect the area, set the new equipment, pull the feeder, and run a factory startup test. If we find anything on site that may affect price or schedule, we'll let you know before doing extra work.
Customer-facing language stays calm: “scope clarification,” “needs customer approval,” “may affect price or schedule,” “contractor review needed.”
Want one built for a real job of yours?
We hand-build it from your contract, drawings, measurements, and specs — no app login, no uploads, no payment on this site.
Print uses your browser — no uploads, no data sent.