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Template is Read Only. To Use, Download or Make a Copy:
-- Download: File → Download → Microsoft Excel (.xlsx)
-- Make a copy (must be logged into Google): File → Make a Copy
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Lighting Proposal Evaluation ChecklistWant help or have quesitons?
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Warehouse LED Retrofit — Vendor Comparison TemplateContact our team PEC →
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Prepared by:[Your Company]
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Facility / Site:[Facility name & address]
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Project Lead:[Name / title]
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Evaluation Date:[MM/DD/YYYY]
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How to use this workbook
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Sheet 1. Baseline Audit — Capture existing conditions BEFORE soliciting proposals. Without a defensible baseline, vendor savings claims cannot be verified.
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Sheet 2. Proposal Comparison — Record each vendor's response to every checklist item side-by-side. Pass/fail flags appear automatically for items with hard thresholds.
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Sheet 3. Reference Guide — Definitions for evaluation criteria, recommended targets, and red flags for every checklist item. Share with vendors so they know how their proposal will be evaluated.
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Checklist sections
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1. Fixture Quality & PerformanceReliability, efficiency, and safety certifications plus what the hardware delivers in the field (DLC, UL, L70, warranty, manufacturer/contractor stability, efficacy, CCT, ambient rating)
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2. Proposed DesignEvidence the promised results are engineered (photometrics, racking-aware design, 3D model, IES light-level targets, emergency lighting, multiple proposals)
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3. Energy & Financial ImpactAuditable savings forecast (baseline kWh, proposed kWh, incentives, total annual savings, payback)
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4. Contractor Provided ServicesExecution risk and lifecycle support (on-site audit, install plan, incentive paperwork, warranty SLA, references)
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Legend
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Blue text on yellowInput cells — fill these in
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PASSMeets the blog's stated minimum threshold
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FAILBelow stated minimum — flag for vendor follow-up
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—Not yet entered / qualitative item (no auto-check)
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