Valve RFQ Checklist: What to Specify Before Requesting a Quotation

A clear valve RFQ helps suppliers understand the required product and prepare an accurate quotation. Missing information may lead to repeated questions, unsuitable products or installation delays.

1. Valve Type and Service

State the required valve type and function:

• Ball valve
• Butterfly valve
• Gate valve
• Globe valve
• Check valve

Also specify whether the valve is used for isolation, flow regulation or backflow prevention.

2. Size and Pressure Rating

Provide the nominal size using DN or NPS and specify the pressure rating, such as ASME Class 150, Class 300, PN16 or PN25.

Where possible, include the design pressure, operating pressure and temperature range. Pipe size alone is not enough to confirm the correct valve rating.

3. End Connection

Specify the required connection:

• Flanged
• Butt-weld
• Socket-weld
• Threaded
• Wafer or lug type

For flanged valves, include the flange standard, facing type and bolt-hole pattern. For welded valves, provide the pipe wall thickness or end preparation requirements.

4. Materials and Service Conditions

List the materials required for the body, bonnet, stem, disc or ball, seat and bolting.

Material selection should consider:

• Fluid or medium
• Design pressure
• Operating temperature
• Corrosion or abrasion
• Flow direction

If the project has an approved material list or technical specification, attach it to the RFQ.

5. Actuator, Testing and Documents

For automated valves, specify the actuator type and power source, such as manual, pneumatic, electric or hydraulic.

Also state any required accessories, including solenoid valves, limit switches, positioners or fail-safe functions.

The RFQ should identify required tests and documents, such as:

• Shell pressure test
• Seat leakage test
• Material certificate
• PMI or hardness testing
• Inspection report
• Coating, packing and marking requirements

6. Quantity and Delivery

Include the required quantity, delivery destination, target delivery date and packaging requirements. For project orders, provide the shipment schedule if available.

Final Checklist

Before sending a valve RFQ, confirm that it includes:

1. Valve type and service.
2. Size and pressure rating.
3. End connection details.
4. Materials and operating conditions.
5. Actuator, testing and documentation requirements.
6. Quantity and delivery expectations.

A complete RFQ reduces clarification time and helps suppliers quote valves that are technically compatible with the project.