-
Who This Checklist Is For
-
The 7-Step Evaluation Process
-
Step 1: Lock the spec before you ask for pricing
-
Step 2: Test controls compatibility first (this is the step most buyers skip)
-
Step 3: Calculate landed cost, not unit cost
-
Step 4: Audit the private-label and OEM track record
-
Step 5: Verify photometric reports — don't trust the datasheet summary
-
Step 6: Get replacement parts and warranty in writing
-
Step 7: Run a pilot order before any annual commitment
-
Step 1: Lock the spec before you ask for pricing
- Common Mistakes That Bite Buyers
-
Run the Seven Steps in Order
Who This Checklist Is For
If you're buying recessed downlights by the pallet — not for a single-room renovation — this is for you. I'm a procurement manager at a roughly 400-person electrical distribution company. I've managed our lighting category budget (about $240,000 a year) for close to eight years, negotiated with 30+ vendors, and logged every order in our cost tracking system.
These are the 7 steps I run before I'll recommend a new manufacturer — whether that's a domestic LED downlight factory or a supplier we've used for five years and are re-evaluating. It doesn't produce a ranking. It produces a shortlist of questions I can't get stuck on.
Fair warning: the steps are sequenced. Skipping ahead breaks the math in later steps.
The 7-Step Evaluation Process
Step 1: Lock the spec before you ask for pricing
Most buyers do this backwards. They collect quotes first, then compare specs. What that produces is a spreadsheet that looks useful and isn't.
Write these down first: cutout size, lumen output range, CCT, CRI floor, beam angle, dimming range (0-10V, DALI, TRIAC — whatever your existing infrastructure uses), and the wiring configuration you already stock. Then ask for quotes.
We got burned on this in 2019. We compared unit prices from two manufacturers, one at 4" cutout, one at 4.5". Both called themselves "4-inch downlights." Both are technically accurate. They were not the same product for our installers. The quote that looked 17% cheaper turned out to be cheaper because we'd have needed new housings on every retrofit job.
Step 2: Test controls compatibility first (this is the step most buyers skip)
I put this at step two — before price, before lead time, before panel finish. The controls layer is now the part of a lighting product most likely to break, and the part least likely to be covered in a bid sheet.
Here's what to do. Pull two or three control protocols your crews already use. Then ask the manufacturer: what's your driver's compatibility with each, and can you send a reference part number on an existing installation? If the answer is "compatible with all lighting control systems," that's not an answer. Compatible with what, in what configuration, at what dimming floor?
Five years ago, controls compatibility was a nice-to-have. In 2025, it's the baseline. The reason is simple enough — what buyers call a "fixture" is now a fixture plus driver plus control node, and none of those three can be evaluated alone. If you want to see what a mature controls integration looks like in practice, the Acuity Brands lighting controls portfolio is a reasonable benchmark, including their Dark to Light photocontrols for dusk-to-dawn applications. I'm not saying it's the right fit for every project — maintenance contracts and cloud dependencies factor in — but as a comparison point, it tells you whether a smaller manufacturer has actually integrated controls or just printed the word "compatible" on a spec sheet.
Step 3: Calculate landed cost, not unit cost
The costs that don't appear on a quote:
- Freight and minimum order quantities
- Change-order or re-stocking fees
- Packaging or labeling fees (if you're running private-label)
- Payment terms (net-30 vs. prepay — that gap runs 4-6% a year against your cost of capital)
- Sample replacement costs
On a bulk spotlight RFP in 2023, we had two quotes come back at $41 and $36 per unit. I almost went with the lower one. Then I ran landed cost: the $36 quote added $850 per setup charge, $220 per pallet for freight we usually cover ourselves, and wouldn't allow order changes after a 45-day return window. Total landed: the $36 quote was 9.2% higher than the flat-rate $41. That difference was in the fine print.
After getting burned twice on hidden fees, I built a TCO spreadsheet. Every quote goes through it before it goes on the comparison sheet. It's the single most valuable file on my desktop.
Step 4: Audit the private-label and OEM track record
Spotlight private label programs are more common than they were five years ago, and vendor consolidation means more factories are chasing the exact same channel partners you probably already work with. "We do OEM" is not a capability statement; everyone says it.
What actually matters:
- How many private-label accounts are you running concurrently right now?
- Once we place an order, who owns the tooling?
- What's the minimum reorder quantity, and will the branding stay consistent if we come back in 90 days?
- Can I speak with one current OEM customer?
That last one is the filter. Most manufacturers deflect. The ones who arrange the call are the ones worth pursuing.
Step 5: Verify photometric reports — don't trust the datasheet summary
Ask for the raw files. LM-79 for the fixture, LM-80 for the LED source, TM-21 for the lumen maintenance projection. Cross-check the report number against the testing lab. Ask for an IES file so you can model the light distribution yourself — not a marketing thumbnail of a beam spread.
I've seen 1,100 lumens on a datasheet measure at 960 in the lab. A 10-point delta doesn't matter for generic office lighting. It absolutely matters if you're calculating watts-per-square-foot for a utility rebate, where 10% on lumens per watt can decide whether the rebate clears.
Step 6: Get replacement parts and warranty in writing
I said "five-year warranty." They heard "five-year prorated warranty." That distinction cost us $3,400 in driver replacements three years into an install, when we assumed the drivers were covered and they weren't.
Ask specifically:
- Is the warranty full or prorated?
- From install date or ship date?
- Are replacement parts sold separately, or bundled into a service contract?
- If I buy in 2025, will the driver still be available in 2029?
Some manufacturers will tell you they retain service parts for seven years post-EOL. That's a real number. Others will use language vague enough to mean nothing. Push until the answer becomes concrete.
Step 7: Run a pilot order before any annual commitment
Order a quarter's worth of real volume. Not free samples. A real PO, real lead time, real payment terms.
Three things get tested this way: whether they deliver on the date they promised, whether their invoicing and back-office work with your systems, and how they handle a QC miss. The difference between "great at quotes" and "great at fulfillment" only shows up here.
The "budget option" on paper looked smart until the pilot came in with a drivers quality issue. Rework plus expedited replacement ran $2,800 over what the pricier quote would have cost. The pilot exists to surface that before Q1 ordering, not after.
Common Mistakes That Bite Buyers
Free tooling that isn't free
"No tooling charge" usually means they keep the tooling. If the relationship ends, your asset stays with them. Get ownership documented even if the setup cost is quoted at zero.
Energy claims without documentation
Per FTC Green Guides (ftc.gov/green-guides), environmental claims — including efficiency claims — must be substantiated, not just implied. If a manufacturer's "energy saving" note is a marketing label without data behind it, treat it as no claim at all.
"Compatible" with no boundaries
Everything I'd read about controls said to verify compatibility with the manufacturer. In practice, compatibility failures rarely show up in the spec sheet — they show up in the field, when the dimmer curve is wrong at the bottom end of travel, or when a DTL photocontrol trips at the wrong threshold for your latitude. Ask for tested conditions. Say the specs out loud, not just on paper.
Run the Seven Steps in Order
The sequence matters. Landed cost means nothing before specs are locked. Warranty terms won't protect you until compatibility is verified. And a pilot order before an annual commitment is the cheapest insurance available.
Whole sequence runs three to four weeks per new manufacturer. Cheaper than a rework.
Pricing references drawn from 2024-2025 quotes we received; verify current rates before applying to your own buy.
