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SALE PREPARATION

What to include in an internal generator sale approval packet

By SellMyGen Editorial Team

Internal reviewers need enough information to understand what is being sold and what the organization must still do. Prepare a decision packet that points to supporting records without burying the decision in attachments.

01

Define the decision being requested

State whether the request is to seek bids, approve a particular offer or authorize release for collection. Identify the equipment by set serial and internal asset reference. Keep those stages separate: approval to market a generator does not necessarily settle the organization’s release or collection requirements.

02

Summarize the commercial comparison

Present current offers with their dates, conditions, included assets and seller-paid costs. Mark estimates and unresolved expenses. Link to the original proposals rather than substituting your summary for them. Explain any difference in scope that prevents direct comparison.

03

Show the operational dependencies

Name the responsible site contact, required release milestone and proposed pickup window. Identify preparation and restoration responsibilities. List unresolved questions with an owner and expected resolution date so approval does not accidentally rest on an assumption that nobody has accepted.

04

Preserve the approved version

Record which equipment schedule and offer version the decision covered. Keep the organization’s approval record with that package using its normal process. If the price, included items or timing changes materially, route the change through the appropriate decision maker instead of treating the earlier approval as unlimited.