Start with the medium and valve function
Identify the medium, its composition where known, and any solids or contaminants. Explain whether the valve is intended for isolation, regulation or another duty, and describe the expected operating frequency.
Include the cleaning medium and cleaning conditions where these differ from normal operation. Do not treat the name of the process industry as a substitute for a process specification.
Review the complete operating envelope
Provide normal and maximum pressure and temperature conditions, including combinations that can occur together. Add the required connection standard, pipe size, actuation method and installation constraints.
Ask for a written review of the proposed body, trim, seat and sealing materials for the stated service. A material name or a maximum rating on its own does not document approval for your application.
Record the acceptance requirements
State the applicable project specification and the required inspection, testing and material documentation. Ask the supplier to identify any exceptions in the quotation.
Before placing the order, reconcile the approved drawing, material schedule and purchase specification. Have the responsible engineer resolve any remaining differences.