BUYER PREPARATION · 12 CHECKS
A clearer brief starts here. Use this checklist before comparing proposals or recording your facility requirements. Check items as you review them, then print or save the page as a PDF. Checkmarks last for this visit and reset when you reload.
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Define the project Identify the building use, operating hours, responsible contacts, and the problem to solve. Separate intrusion, fire/life-safety, video, access control, and monitoring requirements. List existing panels, devices, software versions, drawings, and service records. Check the proposed platform Confirm the exact U.S. model, applicable listings, firmware, and supported interfaces. Ask for a demonstration of the required event workflow, permissions, and integration limitations. Document subscriptions, licenses, programming access, account ownership, and transfer conditions. Plan for service and handover Confirm a qualified service route, alternate provider, and any manufacturer authorization requirements. Request part numbers, current production status, replacement lead times, and approved alternatives. Include configuration backups, training, acceptance checks, and ongoing support in the written scope. Prepare the conversation Compare total ongoing costs and support responsibilities as well as the initial proposal. Resolve open questions with qualified parties, including life-safety and local requirements where applicable. Save the project brief and product shortlist for a qualified technical review. Questions to bring to the assessment ____________________________________________________________
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This is a planning aid, not an inspection or code-compliance certification.
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