A clear valve RFQ describes both the valve and the service it must perform. PatLoc reviews valve and actuation enquiries from a schedule, an approved datasheet or complete existing-equipment references. The information below helps organise procurement; it does not replace engineering selection or approval.
Separate an exact replacement from a new selection
For an exact replacement, provide the manufacturer, full model and order code, serial number, tag and current datasheet. Photograph the nameplate and identify any modifications. For a new valve, provide the approved technical specification and operating requirements. State whether the source must supply the same item or may submit an alternative for review.
Define the mechanical specification
Identify valve type and function, nominal size, pressure class, body and trim materials, end connections and relevant dimensions. State the specified standard and edition where the project calls for one. An incomplete material or connection description can lead to proposals that are difficult to compare even when their prices look similar.
Give the source the process context
Include the fluid, relevant operating and design conditions, required shut-off or control function and any project material restrictions. For a control duty, attach the approved process and sizing datasheet rather than asking the supplier to infer the duty from line size. The responsible engineer must review technical suitability and any deviation.
Describe the actuation and accessories
Where an actuator is required, state the type, available power or air supply, control signal, required fail action and accessories. Include position feedback, limit switches, solenoids or other interfaces if they are part of the specified assembly. For actuator spares, retain the exact equipment and part references. Do not assume that a similar enclosure or model family confirms compatibility.
Agree the acceptance documents
Specify required material, inspection and test records and any customer witness points. Product conformity, manufacturer certification and distributor authorisation are separate matters. Ask for the evidence needed for the item and intended destination, and resolve exceptions before ordering. The quotation should show which tests and documents are included.
Use one schedule for the complete requirement
A valve schedule can contain multiple types, sizes and tags. Preserve individual quantities, required delivery dates, approved sources and acceptance requirements. Actuators, accessories and spare kits should have their own lines or be clearly defined as part of an assembly. PatLoc can review the combined request and clarify missing information before confirming the sourcing scope.
- Tag, item number, quantity and valve function
- Type, size, class, materials and end connections
- Service conditions and approved datasheet revision
- Actuation, accessories and mandatory manufacturer requirements
- Testing, documentation, destination and delivery priorities
Procurement guidance for preparing an enquiry. The customer’s approved specification and responsible technical review govern product selection and acceptance.