| Quality management | Confirm that the quality system applies to the manufacturing site and relevant valve product scope. | Current ISO 9001 certificate; issuing certification body; certificate scope, site address, and validity dates. | Certificate details can be independently checked with the issuer or accreditation database. | Expired, out-of-scope, or unverifiable certificate; reluctance to identify the production site. |
| Design and pressure-rating compliance | Check that design rules and pressure-temperature ratings match the valve type, size, class, and service conditions. | Applicable design standard and edition; design calculations; pressure-temperature rating tables; drawings and datasheets. | The supplier explains how the selected standard applies to the proposed valve and operating conditions. | A general claim of “international standard compliance” without a named standard, edition, or supporting documents. |
| Market-specific regulatory requirements | Determine whether the destination market requires conformity assessment or pressure-equipment documentation. | For applicable EU pressure equipment, request the required documentation under the Pressure Equipment Directive (2014/68/EU), including the EU declaration of conformity and notified-body information where relevant. | Documents match the product, pressure category, legal manufacturer, and destination-market requirements. | A CE mark or certificate is presented without the supporting declaration or applicable product details. |
| Materials and traceability | Verify pressure-retaining and wetted materials against the purchase specification and service environment. | Material test certificates, heat or batch numbers, positive material identification records when specified, and a traceability procedure. EN 10204 Type 3.1 may be specified for inspection documents. | Material records connect clearly to the valve, component, or production batch being supplied. | Certificates cannot be linked to the delivered items, or material substitutions are made without approval. |
| Bellows design and cycle life | Assess bellows construction, design basis, pressure, temperature, movement, and the required operating cycle life. | Bellows material and construction details; design or fatigue-analysis basis; stated cycle-life assumptions; limits on pressure, temperature, and stroke. | Life claims are tied to clearly stated operating conditions and supported by engineering calculations or relevant test records. | A cycle-life figure is quoted without test conditions, design assumptions, or operating limits. |
| Inspection and pressure testing | Confirm inspection stages, acceptance criteria, test medium, and test pressure for the ordered configuration. | Inspection and test plan; pressure-test procedure and reports; calibrated instrument records; applicable test standard, such as API 598 or EN 12266-1 where specified. | Test documentation identifies the valve, acceptance criteria, results, and responsible inspector. | Only a generic “100% tested” statement is offered, with no test records or agreed procedure. |
| Service-material suitability | Check compatibility with the process fluid, corrosion conditions, temperature, and any special service requirements. | Material-selection rationale and documented compliance with project requirements; for applicable sour service, confirm the specified requirements of ISO 15156 / NACE MR0175. | Material recommendations account for the actual fluid and service conditions and are confirmed against the project specification. | A material is recommended solely by product name or general corrosion claims, without service-condition review. |
| Manufacturing capability | Establish which manufacturing, assembly, testing, and inspection steps are performed at the stated production site. | Process-flow overview; facility and equipment list; quality-control checkpoints; subcontracting and special-process controls. | Responsibilities and controls are clear, including for outsourced processes and critical components. | Unclear production location, undisclosed subcontracting, or no control plan for outsourced work. |
| Delivery and supply continuity | Evaluate the proposed lead time, capacity, critical-path items, and communication of schedule changes. | Order-specific production schedule; stated lead-time assumptions; capacity confirmation; contingency and expediting process. | Delivery commitments are supported by a realistic schedule and clear progress updates. | Unqualified delivery promises with no production milestones or explanation of dependencies. |
| Warranty and technical support | Review warranty coverage, exclusions, spare-parts support, and access to qualified technical assistance. | Written warranty terms; recommended spare-parts list; troubleshooting and maintenance information; support response process. | Terms are clear before purchase and support responsibilities continue through commissioning and service. | Warranty conditions are vague, or replacement parts and technical support are not addressed. |
| Commercial and project fit | Compare total project fit, not price alone: scope, documentation, testing, delivery, warranty, and required exclusions. | Like-for-like quotation; compliance statement; deviations list; documentation register; payment and delivery terms. | The quotation responds to the technical specification and identifies every exception clearly. | A low price depends on omitted tests, undocumented substitutions, or unlisted technical deviations. |