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Who This Checklist Is For
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Step 1: Size the Load Before You Size the Generator
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Step 2: Diesel vs Gas Generator: Fuel Choice Starts With Delivery
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Step 3: Battery Solar Generator: Where It Fits
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Step 4: Make the Transfer Switch Non-Negotiable
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Step 5: Plan a Load Test, Not a Five-Minute Run
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Step 6: Add Service and Invoicing Checks to Your Vendor Review
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Final Notes: Where I Have Burned Myself
Who This Checklist Is For
I am an office administrator, not an electrical engineer. I manage facilities purchasing for a company with roughly 400 employees across two locations, and since I took over the role in 2020, I have processed maybe 60 to 80 equipment and service orders a year. Maybe closer to 100 in renovation years; I would have to check the system. The purchases that hurt were not the ones with the lowest price. The purchases that hurt were the ones where we skipped the operational details.
This checklist is for anyone in a similar spot: you need backup power, you are not designing a data center, and you want to buy a generator once. I have requested quotes on SDMO generators from 20 kw to 300 kw, and the same checklist caught the same problems at both ends. If you only need a portable generator for one appliance, this is too much. If you are responsible for a building, it is just enough.
Step 1: Size the Load Before You Size the Generator
The first step is building a load list, not opening a brochure. We did not have a formal load-assessment process the first time we bought a generator, and it cost us when a machine could not start the building's main air handler on a hot morning. The nameplate running watts looked fine. The starting surge is way more important than the running watts.
A 300 kw SDMO generator is a serious piece of equipment, usually three-phase, and it needs to be checked against motor-starting kVA. A 20 kw SDMO diesel generator is a more realistic starting point for a small office with a handful of circuits. Both are real SDMO machines, but they solve different problems. Get the load list before you get quotes, and ask the electrician for starting kVA on any motor over 5 hp. That number is normally the deal-breaker.
Step 2: Diesel vs Gas Generator: Fuel Choice Starts With Delivery
The diesel vs gas generator question is not really about which fuel is cheaper per gallon. It is about which fuel you can actually get into the tank when the power is out. I went back and forth between diesel and gas for two weeks before buying our current unit. Diesel offered bulk delivery and longer runtime. Gas was easier to find in small amounts, but managing 5-gallon cans for a building is a nightmare. We chose diesel because our area tends to lose fuel delivery after heavy storms.
What I mean is: choose based on your fuel logistics, not the fuel price of the week. If your building does not allow diesel storage, or if you only need to run for a few hours during rare outages, a gas generator may be the better fit. The honest answer is that neither fuel is best. The best fuel is the one you can actually get to the tank when the roads are bad.
For a small office, the 20 kw SDMO diesel generator is the class of machine I would spec. It gives you enough capacity for lights, small HVAC, and basic IT without the fuel bill of a larger unit.
Step 3: Battery Solar Generator: Where It Fits
Let me address the battery solar generator question because it keeps showing up in RFPs. Battery units are quiet, clean, and useful for low-power tasks. They can keep a server room alive for a few hours or run lights and a few monitors overnight. They are not a substitute for a building generator.
If someone tells you that a battery solar generator can replace a 20 kw SDMO diesel generator for continuous duty, ask for the discharge curve. A battery system marked as 20 kw peak may only hold that load for a few minutes. For a day of runtime, the number of battery racks plus solar panels becomes a different problem. Per FTC guidance (ftc.gov), environmental claims have to be truthful, not misleading, and backed by evidence. Ask the vendor to put the runtime claim in writing and show the math.
I have mixed feelings about the category. On one hand, it is genuinely useful for small loads. On the other, it gets oversold as a whole-building backup solution. If your real load is a 20 kw SDMO diesel generator, a battery solar generator is not a replacement. It is an accessory.
Step 4: Make the Transfer Switch Non-Negotiable
The generator is only half of the system. The transfer switch is the part that gets cut when the budget is tight. An automatic transfer switch is not optional. It prevents generator power from feeding back into the utility line, and it is the reason the installation needs to be signed off by an electrician. If you see a quote for a 300 kw SDMO generator with no ATS line item, that quote is incomplete. It is like buying a truck without the trailer hitch and calling it a fleet.
This is also where the surge protection conversation starts. A generator can be perfectly sized and still produce voltage irregularities during a transfer. We protect the network rack with a Monster Power surge protector. That is not a substitute for a UPS or a transfer switch. It is a cheap way to keep a voltage event from damaging a few thousand dollars of office equipment.
Step 5: Plan a Load Test, Not a Five-Minute Run
Here is the step most people overlook: load testing. I almost skipped it because the load bank rental felt wasteful. The upside was saving a few hundred dollars. The risk was a generator failing during a multi-day outage while my VP asked why I skipped it. I kept asking myself if the savings was worth that phone call. It was not.
A five-minute no-load run is not a test. A diesel generator needs to be loaded to somewhere near its rated capacity for a block of time so it burns off carbon, heats the seals, and proves it can handle the transfer. If you are buying a 20 kw SDMO diesel generator for a small building, the same rule applies. Put it on a real load and exercise the transfer switch, not just the engine.
Step 6: Add Service and Invoicing Checks to Your Vendor Review
By the time you have a generator quote, you need to check the vendor's back office, not just the machine. I manage enough purchase orders to know that a cheap quote is worthless if the invoicing is a mess. We lost $2,400 on a rejected expense once because a supplier could not produce a proper invoice. Finance rejected the whole report, and the department budget ate it.
Before signing, ask for three things:
- A sample invoice showing what you will actually receive for payment
- A written maintenance schedule with oil, filters, fuel, and battery checks
- The warranty process, including who comes to a 300 kw SDMO generator and how quickly
If a vendor cannot answer those three questions, that is a red flag. The bottom line is that a backup power system is not a transaction. It is a long-term relationship with a machine you hope never to need.
Final Notes: Where I Have Burned Myself
There is no perfect generator. There is only a generator that fits your building and one that does not. If your building must run for days without utility power, diesel is normally the safer call. If you have a smaller load and easy access to gas, a gas unit can be a no-brainer. If your need is protecting sensitive electronics, combine a properly sized generator, a transfer switch, a UPS, and a Monster Power surge protector. Each one covers a different weakness.
If I had to boil this down to a short list:
- Start with the load list, not the generator brochure.
- Choose fuel based on delivery access, not the price of fuel on the day you are reading this.
- Put the transfer switch in the budget before you admire the generator.
- Run a real load test once a year.
- Check the invoice process before you sign, not after.
The most expensive mistake is the one you only discover during an outage. Run the test. Verify the fuel. Confirm the paperwork. Then let the generator sit there, quietly, doing exactly what it is supposed to do.