Reading through a recent thread about a regulation job gone wrong,<snip> strikes me as a classic "how to manage client expectations problem", and one of the ways to handle that problem is with a "Statement of Work" that clearly defines the scope of work, what is covered, potential add-ons. I would hope a "template" for such a document is available, but I don't know.
To the best of my knowledge, there is no PTG sanctioned "template" that a technician can use to show a potential client, in detail, what IS included in a "Standard Regulation" job. <snip>
Do such templates exist?
Are technicians using them with their clients?
If yes, how well does it work for you? for your clients?
There is a "standard" which much is referenced to, and that is the 37 Steps in the Yamaha protocol. Otherwise, "regulation" is a process more than an artifact and quantifying its exact amount is where things become vague. How much regulation is involved depends on the demands, cost, and skill. A very expensive regulation will include repinning the repetition levers, a serviceable and more affordable regulation in a living room will not. A stage regulation will require approx. 5 times as much time voicing as a piano in a teacher's studio, etc.
I have presented a class several times, called "Three Regulations" that addresses tailoring the amount of regulation to the appropriate use for that piano, giving maximum value instead of only regulationing when one can do EVERYTHING. Sometimes the budget is better spent on things other than a more exact key level, or perfect whip to knuckle alignment, hence, the quality of the regulation, as defined by depth of the work, can be somewhat fluid. Things I consider mandatory for a stage would be wasted in a practice room, but both have optimum regulation schedules.
It is easy to list all the necessary steps for an uncompromised performance regulation, but more difficult to formulate the optimum maintenance path for a lower demanding, limited budget, situation.
If certain things aren't done, then no regulation was done, (these are Let-off, blow, key-dip, drop, jack position, and spring.) That is a minimum, there are many more.