| Pressure and temperature range | Verify the pressure class, design pressure, design temperature, and allowable operating envelope for the intended service. | ASME B16.34 pressure-temperature ratings; project-specific design conditions. | Approved datasheet showing pressure-temperature ratings and material temperature limits. | Critical |
| Valve design standard | Check whether the gate valve design, dimensions, pressure boundary, and manufacturing controls match the purchaser’s specification. | API 600 for bolted bonnet steel gate valves; ASME B16.34 for pressure-containing valve requirements. | Design standard declaration, dimensional drawings, and compliance matrix. | Critical |
| Bellows construction | Compare bellows material, number of convolutions, welded construction, corrosion resistance, and compatibility with the process medium. | EN 12569 provides requirements for industrial valves used in chemical and petrochemical applications; material selection must also follow the process specification. | Bellows drawings, material certificates, weld procedure records, and service-compatibility statement. | Critical |
| Fugitive-emission performance | Confirm that the bellows and secondary stem sealing arrangement limit emissions during normal operation and cycling. | ISO 15848-1 for type testing and ISO 15848-2 for production acceptance testing of industrial valves. | Independent or witnessed fugitive-emission test report, leakage class, temperature, pressure, and cycle count. | Critical |
| Pressure testing | Review shell, seat, backseat, and functional testing procedures, including test medium and acceptance criteria. | API 598 or ISO 5208, as specified by the project or purchaser. | Valve test procedure, calibrated gauge records, signed test reports, and inspection release note. | Critical |
| Pressure-boundary materials | Compare body, bonnet, wedge, stem, and trim materials against corrosion, erosion, temperature, and pressure requirements. | ASTM and ASME material specifications, such as ASTM A216/A216M for carbon-steel castings and ASTM A351/A351M for corrosion-resistant steel castings. | EN 10204 3.1 material certificates, heat numbers, chemical analysis, and mechanical test results. | High |
| End connections and dimensions | Check flange rating, face-to-face dimensions, bore, weld-end geometry, and compatibility with the piping class. | ASME B16.5 for flanges up to NPS 24; ASME B16.25 for butt-welding ends; ASME B16.10 for face-to-face dimensions. | Certified dimensional drawing, flange details, welding-end schedule, and piping interface review. | High |
| Stem and operating mechanism | Evaluate rising-stem arrangement, operating torque, handwheel or actuator interface, stem protection, and accessibility for maintenance. | ASME B16.34 and the applicable actuator or operator specification. | Torque/thrust calculations, operator sizing sheet, assembly drawing, and functional test record. | High |
| Quality management system | Assess manufacturing consistency, document control, nonconformance handling, corrective action, and traceability. | ISO 9001 quality-management-system requirements. | Valid certificate issued by an accredited certification body and recent audit summary. | High |
| Inspection and certification | Compare the availability of dimensional, visual, non-destructive, material, pressure, and fugitive-emission inspection records. | Project inspection and test plan; applicable ASME, API, ISO, ASTM, and EN requirements. | Inspection and test plan, hold-point schedule, NDE reports, calibration certificates, and final manufacturing record book index. | High |
| Application experience | Prioritize demonstrated experience with steam, hazardous fluids, vacuum service, high-temperature service, or corrosive chemical applications relevant to the project. | Project specifications, process safety requirements, and applicable industry codes. | Anonymized reference list, project case records, service conditions, and customer acceptance documentation. | Medium |
| Customization capability | Compare the ability to provide special materials, extended bonnet designs, welded ends, cryogenic options, drains, bypasses, and actuator packages. | Approved project specification and applicable piping, material, and valve standards. | Technical deviation list, engineering schedule, drawings, design calculations, and change-control procedure. | Medium |
| Lead time and production capacity | Compare quoted lead time, production capacity, critical-path components, inspection duration, and ability to support phased deliveries. | Purchase order schedule and approved manufacturing schedule. | Capacity statement, manufacturing schedule, long-lead-item list, and on-time-delivery performance data. | Medium |
| After-sales support | Evaluate spare-parts availability, troubleshooting support, maintenance instructions, warranty terms, and response time. | Contract warranty requirements and the equipment maintenance plan. | Warranty document, spare-parts list, maintenance manual, service network details, and escalation procedure. | Medium |
| Total cost of ownership | Compare purchase price together with inspection, certification, installation, actuator, spare-parts, maintenance, downtime, and disposal costs. | Approved project budget, lifecycle-cost model, and maintenance strategy. | Itemized quotation, lifecycle assumptions, spare-parts pricing, warranty exclusions, and commercial validity period. | Important |