EQP03: Eligible Project Cost Checklist

The item distributors get wrong most often: the financed scope is broader than the purchase order. The ancillary line items that normally get value-engineered out of a quote sit inside the financed scope here, which is why scoping to the complete improvement rather than to the equipment generally raises attach rate. Seven hard-cost categories, seven soft-cost categories, and seven that generally are not eligible. Work it when you build the quote, not after — costs left off the scope at application are difficult to add later. The scoping discipline is precise about the gray area: where a cost’s eligibility is uncertain, list it and let program review decide. Omission narrows the project; assertion is a statement you are not authorized to make. Ends with the four-part quote structure that travels well through program review.