Establish one project brief

Give every candidate the same backup priorities, fuel information, site constraints, expected service needs and desired completion date. Allow alternative designs, but ask the company to explain which of your requirements each design meets or changes. A managed-load design and an unrestricted-load design are not equivalent simply because both are called “whole house.”

Record company A, B and C's legal names, representative, contact information, quote date and revision. Add more company columns if useful. Do not compare a revised scope from one bidder with an obsolete price from another.

The FTC advises getting multiple written estimates, questioning major differences and not automatically choosing the lowest bidder. There is no magic quote count that eliminates the need to check the evidence.

Screen eligibility before assigning points

Use Pass, Unresolved or Fail, with a source and check date for every entry. Pass means sufficient evidence for this project, not a permanent certification. An unanswered email is unresolved, not proof of misconduct. A confirmed inability to meet a non-negotiable requirement is a fail for your project, even if the company is suitable for someone else.

Eligibility check Evidence needed Company A Company B Company C
Contracting identity and required trade authority Contract entity matches official license records; scope and jurisdiction fit, including subcontractors where relevant
Current insurance arrangements Current proof and clarification of relevant coverage for the companies performing the work
Residential standby and service-area fit Written acceptance of your address, equipment type, fuel and project scope
Complete responsibility chain Named ownership for electrical, fuel, utility, permits, inspections and commissioning
Feasible assessment process Site, load, fuel and approval uncertainties identified, with a plan to resolve them before final commitment
Acceptable written commercial terms Scope, exclusions, price treatment, payments, changes and cancellation terms available for review
Your household's non-negotiables Write these in advance: for example, confirmed service coverage or an achievable completion deadline

Hold the final ranking until mandatory checks are resolved. If a provider fails, exclude it rather than subtracting a few points and allowing price to outweigh the failure. If every candidate fails your timing requirement, revise the plan or seek alternatives; do not relabel an unsupported promise a pass.

The FTC recommends checking licensing and insurance. Exact license classes, permit duties, insurance obligations and deposit restrictions vary locally. As an example of an official verification path, California CSLB provides contractor-license and hiring resources; it is not the licensing authority for other states.

Choose weights before you see the totals

The starter weights below are editable editorial examples, not research-derived measures of installer quality. They total 100. Replace them to reflect your priorities, keeping the total at 100, and use the same weights for every candidate. You may set an optional criterion to zero; never convert a mandatory safety or legal check into an optional weighted item.

Criterion Starter weight Your weight What the evidence should demonstrate
Project-specific design explanation 20 Clear connection between your loads, fuel, site and proposed system, including limitations
Comparable team experience 15 Evidence that the people doing the work can handle similar equipment and property constraints
Project coordination and accountability 15 Named lead, trade handoffs, approval dependencies and responsibility for corrections
Scope and price certainty 20 Comparable complete scope, justified allowances, transparent exclusions and controlled changes
Commissioning and handover commitment 10 Written system demonstration, documentation and owner instruction commitments
After-installation support fit 15 A usable maintenance, repair and warranty pathway with clear service conditions
Schedule credibility and communication 5 Milestones, dependencies, update process and realistic completion expectations
Total 100 Your weights must total 100

For a home you leave unattended, you might move weight from schedule speed toward support and handover. If you coordinate separate contractors yourself, coordination may deserve greater weight. Change the preferences because your needs differ—not to make a favorite company win.

Do not give double credit for the same fact. A manufacturer badge may help investigate experience or service capability, but is not independent evidence of licensing, insurance, response time and workmanship all at once. A polished salesperson is not proof of the proposed crew's competence.

Use one evidence-based scoring scale

Use the following buyer scale consistently. These are your judgments against written requirements, not industry ratings:

  • U — unresolved: Evidence is missing or contradictory. Leave the numeric cell empty, list the follow-up and do not publish a final total.
  • 0 — does not meet the optional criterion: Evidence confirms no acceptable provision. If it is a mandatory requirement, return to the eligibility screen and exclude the candidate instead.
  • 1 — limited fit: Some relevant provision is documented, but it falls short of your stated preference.
  • 2 — meets your requirement: Specific, credible evidence meets the requirement you wrote before scoring.
  • 3 — documented additional value: Evidence meets the requirement and adds a benefit you can name and will actually use.

A verbal “yes” to every question does not earn 3. A detailed contract that reliably meets your needs may earn 2 throughout and still be an appropriate choice. Avoid rewarding extra generator capacity, expensive accessories or a service subscription merely because they are extras.

Before scoring, write what “meets” means for each row. For example, support might mean a named company has confirmed service for your address and model, with written hours, callout terms and warranty-claim responsibility. “Additional value” might be a documented monitoring arrangement you need—not an unexplained claim of priority service.

Copy the weighted company worksheet

Enter your chosen weights and scores only after the eligibility screen. Each evidence note should identify the document, revision, page or email date; use a separate note sheet if necessary.

Criterion Weight A score A evidence note B score B evidence note C score C evidence note
Design explanation
Comparable team experience
Coordination and accountability
Scope and price certainty
Commissioning and handover
After-installation support
Schedule and communication
Weighted total, only when complete 100

For each criterion, calculate weight × score ÷ 3. Add the contributions to get a buyer score out of 100. No provider results are supplied here.

For spreadsheet use, put the seven weights in B2:B8, company A scores in C2:C8, company B in E2:E8 and company C in G2:G8, matching the table order above. In an English-language spreadsheet, this company A formula refuses a total when weights do not sum to 100, a score is missing, or values are outside the allowed range:

=IF(OR(COUNT(B2:B8)<>7,COUNT(C2:C8)<>7,SUM(B2:B8)<>100,MIN(B2:B8)<0,MIN(C2:C8)<0,MAX(C2:C8)>3),"INCOMPLETE",SUMPRODUCT(B2:B8,C2:C8)/3)

Replace every C2:C8 score-range reference in the formula with E2:E8 or G2:G8 for the other companies. Set score-cell data validation to whole numbers from 0 to 3 and weight validation to nonnegative numbers. Leave U items blank in numeric cells and record U in evidence notes. Even a zero-weight row needs a numeric score for this formula; enter 0 with the note “not weighted.” Only calculate after every mandatory check passes—the formula cannot judge eligibility or evidence quality. Spreadsheet locales may use semicolons instead of commas.

Compare affordability separately from the quality score

A buyer score is not a price quote or a finding that a premium is worth paying. Keep these financial facts beside the score rather than awarding automatic points to the lowest headline total:

Financial comparison Company A Company B Company C
Written complete-project price and revision
Required work excluded from that price
Written prices for excluded work, without double counting
Allowances and unresolved exposure
Deposit and payment milestones
Optional maintenance or monitoring price and term
Financing total and terms, if used
Within your budget: yes / no / unresolved

Do not enter zero for unknown fuel work, utility changes or restoration. Obtain a written amount or retain “unresolved”; a speculative addition creates false precision. If the higher-scoring company exceeds your budget, ask for a scope alternative that preserves required backup behavior. Then recompare the revised proposal rather than assuming it is equivalent.

Check whether the result survives uncertainty

First resolve evidence that could change your decision. If the apparent leader's service score depends on an unconfirmed storm-response promise, get the terms before negotiating price. Use the 15 installer interview questions for targeted follow-ups.

Next, rerun the worksheet with a second set of weights you could genuinely defend—for example, more emphasis on ongoing service and less on speed, while still totaling 100. Keep the evidence scores unchanged. If the preferred company changes, your choice depends on a real trade-off. Identify that trade-off explicitly; do not report either result as an objective winner.

Finally, test disputed judgments by moving one uncertain optional score down one level and recalculating. If the decision changes, a reference check, clearer written commitment or clarification call is more useful than debating a small score difference. Do not interpret a one-point margin as statistically meaningful: this worksheet is not a validated prediction of installation performance.

Write the decision before paying a deposit

Complete a short decision note:

I prefer ___ because ___. All mandatory checks were completed on ___ using ___. The comparable project price is ___, with these remaining conditions: ___. I am accepting this trade-off: ___. Before signing, I still need ___ incorporated into the contract.

Generac's installation overview illustrates why location, fuel, property restrictions and commissioning belong in the conversation. It does not verify any particular company or turn dealer status into a quality guarantee. If evidence is contradicted, pressure replaces answers or essential responsibilities remain ownerless, consult the installer red-flags guide rather than trying to solve the problem with a different weight.

To expand your shortlist, browse the generator provider directory. Its listings are unverified, not recommendations or completed credential checks. Confirm that a listed business actually performs residential standby installation at your address before requesting a proposal.