Planning & Onboarding · 5 min read Read

IT AMC Proposal Checklist: What to Prepare Before Requesting a Quote

Use this practical pre-proposal checklist to gather your asset counts, location details, and SLA preferences for a fast, accurate IT AMC quotation.

Key Strategic Takeaways

  • You only need approximate asset quantities by category to receive an initial proposal; exact serial tagging happens during onboarding.
  • Grouping your locations into Critical (HQ/Server Rooms) and Standard (Branch Offices) helps optimise SLA pricing.
  • Use our guided 5-step Request a Proposal wizard to submit your checklist in under two minutes.

1. Hardware & Infrastructure Summary

Start with an approximate count of the devices you want covered under the maintenance contract:

  • End-User Devices: Number of desktops/workstations, corporate laptops, multi-function printers (MFPs), barcode scanners, and desktop UPS units.
  • Network & Security Gear: Number of managed L2/L3 switches, routers, wireless access points, and firewall/UTM appliances.
  • Server & Storage Infrastructure: Number of physical rack/tower servers, virtualisation hosts, and SAN/NAS storage arrays.
  • Data Centre / Server Room Facilities: Number of server racks, precision PDUs, and online UPS systems.

2. Location & Coverage Requirements

List the cities or states where your equipment is installed and define the operating hours for each site:

  • Primary HQ / Server Room Location: City, state, and whether 12×6 or 24/7 support is required.
  • Branch / Regional Locations: Total number of additional offices and whether standard 8×5 Next-Business-Day (NBD) onsite support is sufficient.
  • 24/7 NOC Monitoring: Identify which critical servers, firewalls, or WAN links require round-the-clock SNMP/ICMP alerting.

Ready to Submit Your Scope?

Click "Request a Proposal" anywhere on this page to launch our guided 5-step wizard. Even if you only have rough estimates today, our solutions engineers will help refine your asset baseline during a complimentary consultation call.

Enterprise Advisory

Have Specific Scope or SLA Architecture Questions?

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