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Working documents

Procurement and inspection checklists

Nine printable checklists covering the whole purchase cycle — from assembling the facts before you request a quote, through making two quotations genuinely comparable, to inspecting a used machine that can hide a great deal of wear.

9 checklists · print-ready

Most expensive equipment mistakes are not made at the negotiation. They are made earlier, when a buyer commits without establishing what the machine actually has to do — or later, when a used machine is inspected by walking around it rather than testing it.

These lists exist to close both gaps. They are working documents rather than reading material: print them, take them to the supplier meeting or the inspection, and treat any line you cannot answer as a priced risk rather than an administrative gap. Progress is saved in your browser as you tick items off.

Which list, when

Where each checklist belongs in the purchase

They are sequential rather than alternative — each one assumes the previous has been done.

StageUseWhat it prevents
Before requesting quotesCommercial procurement checklistSpecifying a machine before establishing what the work requires
Issuing the tenderForestry machine tender specificationReceiving prices for a machine rather than proposals for your problem
Comparing quotationsWhat a dealer quote should includeComparing two quotes that are not structurally comparable
Considering a used machineTwenty questions for a used-machine sellerTravelling to inspect a machine whose history rules it out
Inspecting a used machineUsed machine inspectionBuying pumps approaching failure in a machine that drives normally
Inspecting a specific machine typeUsed harvester, harvester head or mulcher inspectionMissing the failure modes specific to that class
After purchase, ongoingProduction data to recordBeing unable to say what the machine actually costs per unit produced

All checklists

The full set

Commercial procurement checklist

The complete set of facts to assemble before purchasing any industrial forestry machine. If a line cannot be answered, that gap is the commercial risk.

7 sections · 50 items

What a dealer quote should include

Request separate prices for every line below. Otherwise quotations from two suppliers may appear comparable when they are not.

5 sections · 37 items

Used machine inspection

Hours alone are not enough. A used machine with 12,000 hours may have a rebuilt engine, pumps, boom, rotator and head, while a 6,000-hour machine may have been badly maintained.

3 sections · 22 items

Used harvester inspection

Do not buy a harvester solely from an idle demonstration. Process actual timber under load.

2 sections · 17 items

Used harvester head inspection

The head contains a considerable percentage of the technology responsible for production — and usually the majority of unplanned downtime.

2 sections · 18 items

Used mulcher inspection

A forestry mulcher can hide a great deal of wear. Rock damage should receive particular attention — a replacement rotor can destroy the economics of an apparently cheap purchase.

1 section · 11 items

Twenty questions for a used-machine seller

A structured interview that exposes most of the risk in a used forestry machine before an inspection is even booked.

1 section · 20 items

Production data to record

Every serious forestry machine should generate commercial data. Without it, costing is guesswork and contract negotiation is unarmed.

4 sections · 25 items

Forestry machine tender specification

Do not ask a dealer to "quote a 25-tonne forestry excavator". Specify the complete operational requirement, and you will receive a meaningful commercial quotation.

1 section · 13 items

A note on these

These are working documents, kept deliberately short

A checklist used standing beside a machine, or across a table from a dealer, has to be short enough to actually work through. Every item earns its place by changing what you would do if the answer came back badly — anything that does not is noise on a page you are trying to read in a yard.

The reasoning behind each list sits on its own page, under the checklist itself: why the check matters, what a good and a bad answer look like, and what a bad answer costs. Read that once beforehand; take the list with you.

Method

How to get value out of them

Write the answers down

An answer you cannot write down is an assumption. The act of recording it is what separates a check that was made from a check that was intended, and twelve months later the record is the most useful document you have.

Ask before you inspect

Seller questions and production data should be requested ahead of a site visit, so the inspection can test what you were told rather than discover it. A seller who will not answer beforehand has told you something.

Treat a refusal as a finding

Gaps in service records, a demonstration that never reaches operating temperature, support commitments that stay verbal — none of these are neutral. They are the answer.

Price what you find

An inspection that identifies work to be done has produced a number, not a verdict. Add it to the asking price, add the components due within your ownership period, and run the result through the cost model.

Sequence

Which list, and when

Used in order, each one narrows what the next has to establish.

StageUse
Before you approach anyoneProcurement checklist — establishes the brief, the hours and the unit before suppliers start shaping the conversation.
Going to market formallyTender specification — makes responses comparable rather than each supplier pricing a different scope.
Assessing a used machine remotelySeller questions and production data — establishes what should be true before you spend a day travelling.
Standing beside the machineUsed machine inspection, plus the class-specific list for a harvester, head or mulcher.
Comparing quotesDealer quote checklist — makes scope, support and inclusions comparable across suppliers.