| 1 | Define the electrical application | Confirm the rated operational voltage, frequency, continuous current, number of poles, insulation level, and whether the device is for low-voltage or medium-voltage service. | IEC 60947-3 is commonly used for low-voltage switch-disconnectors. IEC 62271-103 applies to high-voltage switches, including many medium-voltage applications above 1 kV. | The selected product rating should meet or exceed the system voltage, current, frequency, and insulation requirements. The short-circuit withstand rating must match the installation design. | Completed technical datasheet, single-line diagram review, and rating plate information. | Required |
| 2 | Check isolation and switching functions | Distinguish between an isolator, switch-disconnector, load-break switch, and circuit-breaker. Confirm whether the device must interrupt load current or only provide safe isolation. | IEC 60947-3 defines requirements for low-voltage switches, disconnectors, switch-disconnectors, and fuse-combination units. IEC 62271-103 covers applicable high-voltage switching devices. | The device should have the correct utilization category, visible or clearly indicated isolation position, and a suitable mechanical interlocking arrangement where required. | Type-test report, operation manual, wiring diagram, and mechanical interlock description. | Required |
| 3 | Review applicable certifications | Identify the regulations and conformity marks required in the destination market. Certification needs vary according to voltage level, installation location, and national legislation. | Common references include IEC or EN standards, CE requirements for applicable European-market products, and local electrical approval rules. Certification should correspond to the exact product family and rating. | Certificates should be current, traceable, issued by a competent conformity-assessment body where required, and consistent with the model, configuration, and rated values being purchased. | Declaration of conformity, test certificates, certificate scope, product marking, and certification-body details. | Check Market |
| 4 | Evaluate enclosure and contact materials | Check the enclosure material, insulation system, current-carrying contacts, terminals, fasteners, and corrosion protection. Material selection should reflect temperature, humidity, pollution, and installation conditions. | IEC 60664-1 provides insulation-coordination principles. IEC 60947-1 includes general requirements relevant to low-voltage switchgear and controlgear. | Insulating parts should be suitable for the rated insulation voltage and operating temperature. Conductive parts should resist overheating, loosening, and corrosion under the declared service conditions. | Material declarations, temperature-rise test results, terminal torque values, and environmental suitability data. | Preferred |
| 5 | Match environmental and installation ratings | Verify indoor installation conditions, ambient temperature, altitude, humidity, pollution degree, ingress protection, mounting orientation, and available panel space. | IEC 60529 defines IP-code classifications. IEC 62271-1 provides common specifications for high-voltage switchgear and controlgear. Product-specific standards may add environmental requirements. | The declared IP rating, temperature range, altitude limit, creepage distance, and clearance should be suitable for the actual site. Indoor equipment must not be assumed suitable for outdoor exposure. | Installation manual, IP test report, dimensional drawing, derating curve, and environmental service-class data. | Required |
| 6 | Assess testing and quality control | Confirm routine tests, type tests, inspection procedures, traceability, and final production checks. Important checks may include dielectric strength, contact resistance, mechanical operation, and temperature rise. | IEC 60947-1 and the applicable product standard define relevant verification and routine-test requirements. Test methods must correspond to the declared product category. | Every supplied unit should be identifiable by a serial number or batch code and pass documented routine checks before shipment. Test records should be retrievable for the purchased configuration. | Routine-test report, inspection and test plan, calibration records, serial-number traceability, and nonconformance procedure. | Required |
| 7 | Verify manufacturer reliability and lifecycle support | Review production capacity, engineering support, spare-parts availability, warranty terms, response time, change-control practices, and experience with international documentation and packaging. | ISO 9001 certification can indicate a documented quality-management system, but it does not by itself prove product compliance or performance. | The supplier should provide consistent technical documents, clear lead times, defined warranty conditions, replacement-part information, and formal notification of design or material changes. | Quality certificate, reference project list without confidential details, warranty policy, service procedure, production inspection plan, and sample documentation package. | Preferred |