1. Project location
Provide the project address or a map pin. The location affects mobilization time, travel, accommodation when required and access planning. A map pin helps identify new developments where the formal address may not yet be established.
2. Project type and proposed structure
State whether the project is a residential building, factory, warehouse, industrial facility, infrastructure work, earthwork project or another type of development. This gives context to the requested investigation and helps identify questions that should be clarified before fieldwork.
3. Site plan or drawing
A drawing showing the site boundary and proposed building or work area helps define the investigation area. If borehole locations have already been selected by the designer or consultant, mark them clearly on the plan.
4. Borehole quantity and target depth
If the investigation has already been specified, provide the number of boreholes and target depth for each location. If the scope is still under review, state that clearly rather than guessing. The responsible engineering team should determine the investigation coverage required for the project.
5. In-situ testing requirements
Identify requirements such as Standard Penetration Testing and the requested test interval. If the consultant has issued a technical specification, attach the relevant pages so the quotation can follow the intended procedure.
6. Laboratory testing schedule
List required laboratory tests where known. Common examples include water content, unit weight, Atterberg limits, sieve analysis and unconfined compression for suitable specimens. A project may require a different or more specific test program.
7. Site-access and working restrictions
Advise whether the site is operating, has restricted working hours, requires safety induction, has limited headroom or narrow access, or requires traffic control. Known underground or overhead utilities should also be communicated before drilling locations are confirmed.
8. Required schedule and report format
State the preferred fieldwork date and any report deadline. If the project requires a particular report format, number of copies, signed documentation or additional coordination, include it in the initial request.
A practical quotation checklist
For most enquiries, the fastest starting package is a map pin, site plan, project description, borehole schedule, target depth, required tests and preferred date. If some items are not yet available, send what you have and identify which parts are still to be confirmed.
