Pool Equipment Package Checklist

Use this checklist after the system overview and before the RFQ. It gives the designer, contractor and suppliers one shared list of assumptions and equipment.

When to use it

• New pool design development, before the equipment room is frozen;
• Renovation upgrades, when several items will be replaced together;
• Comparing quotations, to see which offer silently dropped accessories.

Start the checklist with the current drawing revision and name the person responsible for the master copy. A checked box should mean that the item has a value, model, drawing reference or named owner. It should not mean that someone discussed it in a meeting.

Add status and responsibility columns

Turn the checklist into a working schedule with these columns:

Column	Purpose
Item and quantity	Identifies what is being supplied
Design input	Records flow, head, area, output or another sizing basis
Proposed model	Links the schedule to the supplier data sheet
Supplied by	Names the package or trade responsible for delivery
Installed by	Names the trade responsible for connection and setting
Drawing reference	Shows where location or interface details appear
Status	Open, proposed, approved, delivered or commissioned

This format exposes gaps between packages. A floor drain may be shown on the room drawing but excluded from the equipment supplier’s scope. That is acceptable when another trade owns it and the schedule says so.

Shared design inputs

• Pool volume (from drawings or the volume calculator);
• Turnover target and resulting design flow;
• Estimated total dynamic head, using the pump sizing method;
• Residential or commercial duty, and the governing code if commercial;
• Climate notes, especially if the site matches hot-climate equipment;
• Cover decision, because it changes heat, debris and power routing.

Component schedule

• Skimmers, main drains, returns and listed drain-cover compliance;
• Pump: model range, design point, strainer, unions, variable-speed if used;
• Filter: type, area, maximum flow; see filter types compared;
• Heating or cooling: output, clearances, condensate or flue provisions;
• Sanitization and any supplemental oxidizer, with injection point after the heater;
• Valves, manifolds, check valves and labeled isolation;
• Automation panel, sensors and user interface;
• Automatic cover system as a complete component set, if included;
• Lighting, water-level control and any water features, each with flow stated.

Review the schedule as a connected loop. The pump design point, filter flow range, heater limits and treatment path must refer to the same operating mode. If a spa, cleaner or water feature has a separate mode, show that mode on the hydraulic schematic rather than hiding it in a note beside one product.

For every proposed substitution, keep the original requirement in the schedule and add the alternative beside it. This prevents an approved product name from replacing the reason it was selected.

Room, power and drainage

• Equipment-room dimensions and service clearances from the room design guide;
• Ventilation, floor drain and chemical separation;
• Electrical loads, protection, bonding and conduit routes, including cover housing;
• Waste line for backwash if a sand or DE filter is specified.

Documents and spares

• Data sheets, manuals and warranty terms required at quotation; reuse the RFQ template;
• Recommended spare parts: lids, cartridges or sand, seals, salt cell if used;
• Commissioning values to record: flow, pressures, dosing setpoints.

Use the same schedule through delivery

Issue the schedule with the RFQ and require bidders to respond line by line. After award, replace proposed models with approved models but keep the original design inputs. At delivery, check quantities and nameplates against the same document.

During commissioning, add the final pump settings, clean-filter pressure, valve positions, treatment settings and any control mode names used on site. Attach the related manuals and as-built drawings. The result is a useful operating record rather than a procurement list that stops being updated once the order is placed.

If an item remains open at handover, record who owns it and the date or event that closes it. Do not remove the row to make the schedule appear complete.

Related pages

Pair this checklist with the drawings and BOM checklist so the package and the drawing set describe the same project. Cluster guides live in the Pool Equipment & Automation hub.