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Who This Checklist Is For
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1. Lock the Code Basis Before You Ask for a Number
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2. Sketch the Load Path Before You Publish the RFQ
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3. Ask About Steel Origin, Not Just Steel Grade
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4. Get the Actual Scope of the Metal Stud Wall Package in Writing
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5. Force a Shipping and Rigging Plan for Modular and Triple Wide Units
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6. Compare Landed Cost, Not Unit Cost
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7. Demand a Witness Point List and Serial Traceability
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Common Mistakes I've Watched People Make
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One Last Thing
Who This Checklist Is For
I'm the office administrator for a 340-person manufacturing company. I manage all indirect purchasing — roughly $1.8M annually across 11 vendors. I report to operations and to finance. I don't design anything. But I'm the one who has to explain why a PO got approved for something a subcontractor said wouldn't fit.
In 2024 we bought a steel warehouse expansion (about 14,000 sq ft), one interior metal stud wall system, two prefab metal workshop shells, and two triple wide modular home units for a remote site. Four purchases, four completely different landmines.
Below is the checklist I use now. Order matters. The first four steps will save you five figures before you even cut a PO.
This is for anyone approving a steel package — steel warehouse, sheet metal buildings, metal stud wall construction, modular shells, residential steel I beam framing, prefab metal workshop units. If you're not an engineer, this checklist is built for you. Every step is designed to force the factory or the engineer to answer in plain language.
1. Lock the Code Basis Before You Ask for a Number
Before you request pricing, confirm which code basis the design is being built against. Not "meets code." Specific: which edition of the IBC, AISC 360 for structural steel, ASTM A653 for the galvanized sheet, and which local adoption year. Write it down. Put the clause in your RFQ.
I learned this the hard way. We RFQ'd a sheet metal building saying "per code for our plant location." Three suppliers came back with three different implied assumptions. The pricing spread was 18%. None of them were wrong. They were just reading different rules.
Checkpoint: If your engineer won't hand you the edition number in writing, get it before you release the RFQ. It's one phone call. It saves weeks.
2. Sketch the Load Path Before You Publish the RFQ
You don't need to calculate anything. You need a one-page diagram of who owns what: roof, wall, foundation, and how the load moves between them. Who supplies the anchor bolts? Who designs the connection details? Who stamps the shop drawings?
For prefab metal workshop shells and sheet metal buildings, these boundaries go fuzzy fast. Ask ten suppliers, get three different answers about whether the base plate is included.
The trick here — and this is the step most buyers skip — is putting that ownership table into the RFQ as a table to be filled in, not as a paragraph of assumptions. Forces everyone to answer the same questions in the same boxes.
Checkpoint: Every line in the ownership table has a named responsible party. No blanks. No "TBD."
3. Ask About Steel Origin, Not Just Steel Grade
Everything I'd read about specifying steel said the grade is what matters — A992 for wide flanges, A653 for galvanized sheet, A36 for plates. In practice, for our 2024 steel warehouse package, the grade was the same across every quote. The delivered steel was not.
What actually drove the variance: mill origin, coating weight (G60 vs G90 for the sheet metal buildings), and whether the fabricator had it in stock or was brokering it. Coating weight differences alone changed the projected service life on a roof panel by years.
So the question in the RFQ isn't "what grade?" It's "what's the mill, what's the coating weight, and is this from your inventory or a broker?"
What most people don't realize is that "in stock" is a negotiating position, not a fact. Usually means "we can get it," not "it's on the floor right now."
Checkpoint: Mill certificate is available on request before fabrication starts.
4. Get the Actual Scope of the Metal Stud Wall Package in Writing
Metal stud wall construction is where I've seen the most silent scope leaks — not because anyone's being dishonest, but because "stud package" can mean four different things.
Does it include track, bridging, screws, deflection heads? Does it include the fire-rated assembly details or just the studs? Are the heads sized for the actual floor-to-floor, or the nominal one?
The list of what's not included is usually longer than the list of what is. And it's almost never in the quote unless you ask.
Checkpoint: Two-column sheet — included / excluded — signed by the supplier before the order. Not "will confirm later." Signed.
5. Force a Shipping and Rigging Plan for Modular and Triple Wide Units
For triple wide modular homes and prefab metal workshop shells, the shipping plan isn't a detail — it's a gate. I've seen a completed unit sit on a truck for six days because nobody confirmed the crane capacity at the site end of the trip.
So before the order: get a written transport plan covering road permits, escort requirements, crane size at the receiving site, and staging footprint. For triple wide units, confirm whether site assembly is included or "by others."
"By others" has cost us more money in crane rental than the building shell did in steel.
Checkpoint: Named crane company on the shipping plan, with capacity confirmed against the actual site survey.
6. Compare Landed Cost, Not Unit Cost
The conventional wisdom is to line up unit prices and pick the middle one. My experience across 200+ orders says otherwise. Landed cost tells a different story almost every time.
What goes into landed cost: freight to site, offload cost, rework exposure from unclear specs, and the internal hours you'll spend chasing documentation. For the steel warehouse package, the cheapest quote on paper came in $14K higher once we added crane time and a re-worked connection detail.
The other thing nobody tells you: setup fees and engineering review charges often show up as line items on the second invoice, not the first. Ask for the full fee schedule up front.
Checkpoint: A landed cost sheet that a finance person could sign off on without calling you for clarification.
7. Demand a Witness Point List and Serial Traceability
This is the step almost everyone skips, and it's the one that bit us hardest.
Two years ago we accepted a prefab metal workshop shell with no witness point list — the fabricator's internal QA checklist. When a coating issue showed up six months later, we had no way to trace which mill batch the panel came from. The fabricator's stance was reasonable: "we tested it, here's the certificate." Ours was also reasonable: "we can't verify which sheet was tested." We split the cost.
Now, every steel package over $50K has a witness point list — dimensional check, coating thickness, weld inspection, and a serial tag on every fabricated piece. It's not a burden on the fabricator. Most of them are doing it anyway. They just don't offer the paperwork unless you ask.
Checkpoint: Witness point list and serial tagging scope agreed before fabrication, not after delivery.
Common Mistakes I've Watched People Make
- Accepting "meets code" as a spec. It's not a spec. It's a promise you can't audit.
- Skipping the shipping plan on modular and triple wide units. The building is fine. The last 40 miles are where it breaks.
- Chasing the lowest unit price. I've never seen it work on a steel package over $100K. Ever.
- No witness point list. This is the one you'll regret. It's the cheapest thing to ask for and the hardest thing to reconstruct later.
- Treating "relationship" as a substitute for documentation. Good vendors still send the wrong thing occasionally. The paperwork is what makes it fixable.
One Last Thing
The standards have shifted. What was acceptable spec practice in 2018 — vague code references, verbal scope confirmations, unit price comparisons — doesn't hold up against how steel packages are reviewed now. The fundamentals haven't changed. Steel still goes where you put it. But the paper trail around it has become the actual product.
If you're running this checklist for the first time, expect it to take an extra week on the front end. Every time I've done it, the week paid for itself before the first truck showed up.