Scope
Define the exact number and model of chargers, mounting type (pedestal/wall), site locations, trenching or conduit work, and any civil modifications required for installation.
A well‑structured proposal clarifies responsibilities, reduces permitting and utility interconnection delays, and documents costs and contingencies. It helps procuring organizations compare options, supports permit approvals, and protects both owner and installer with explicit warranty, payment, and change‑order terms.
Use the proposal during vendor selection, permitting, and contract execution to align expectations and reduce scope disputes.
The property owner or an authorized representative who can approve scope, budget, and contract terms. This signer accepts installation responsibilities, authorizes utility applications, and triggers payment milestones when the proposal becomes a contract.
The licensed contractor or project manager who prepares the technical scope, submits permits, and certifies installation compliance. This signer commits the firm to the schedule, warranty, and any agreed change‑order process.
Define the exact number and model of chargers, mounting type (pedestal/wall), site locations, trenching or conduit work, and any civil modifications required for installation.
List equipment model numbers, charger power levels (kW), connector types (e.g., CCS, J1772), communication requirements, and any compatibility or firmware considerations.
Include single‑line diagrams, available service capacity, meter upgrades, load studies, grounding plans, and recommended utility interconnection approach.
Provide line‑item labor and material pricing, allowances, taxes, contingency, and a clear summary total along with payment schedule tied to milestones.
State which permits are required, who will apply, expected review timelines, and utility interconnection steps including potential upgrade costs.
Specify equipment warranty periods, service and maintenance options, liability limitations, change‑order procedures, and acceptance criteria for completed work.
| Field | Configuration |
|---|---|
| Signer Authentication | Email link with optional SMS code for stronger attribution |
| Routing Order | Sequential approvals with conditional reviewers if scope exceeds thresholds |
| Required Attachments | Attach equipment spec sheets, single‑line diagrams, and site photos |
| Notifications | Set automated reminders and completion notices to all parties |
Keep archived, signed proposals in searchable storage and sync key metadata with project management systems to reduce manual entry and preserve the audit trail.
Proposals are commonly valid for 30–90 days; longer for custom equipment.
Municipal permit reviews can take 2–8 weeks depending on jurisdiction and workload.
Utility approval and upgrade scheduling often requires 4–12 weeks.
Small installs may finish in 1–7 days; larger sites require multiple weeks.
Inspector scheduling and commissioning commonly occur within 1–3 weeks after install.
Complete load study and location selection for chargers.
Obtain municipal permits and submit utility application.
Perform electrical work, mounting, and commissioning.
Complete inspection, as‑built documentation, and handover.
Martin Properties standardized electronic proposals across multiple sites to avoid in‑person signings.
Optica Ventures used standardized proposals for pilot charger installations across properties.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7‑day free trial | Yes | Yes | Yes | Yes |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |