| 1 | Application and Valve Type | Confirm experience with globe, rotary, butterfly, eccentric plug, or severe-service control valves suitable for the process medium. | Approved valve data sheets, application references, flow-characteristic curves, and sizing calculations based on IEC 60534. | Documented experience with the same valve type and a comparable process duty. | Critical |
| 2 | Pressure and Temperature Range | Check pressure class, design pressure, design temperature, shut-off pressure, and allowable pressure-temperature ratings. | ASME B16.34, ASME B16.5, ASME B16.10, EN 12516, and certified pressure-test records. | Rated capacity should exceed the project design conditions with an appropriate engineering margin. | Critical |
| 3 | Flow Capacity and Control Performance | Evaluate Cv or Kv capacity, rangeability, inherent flow characteristic, cavitation risk, noise, and flashing performance. | IEC 60534 sizing report, certified Cv/Kv data, noise prediction, and anti-cavitation trim design. | Complete sizing documentation with stable control across the specified operating range. | Critical |
| 4 | Materials and Corrosion Resistance | Verify body, trim, seat, stem, packing, gasket, and coating materials against fluid chemistry and temperature. | Material test certificates, EN 10204 3.1 certificates, NACE MR0175 / ISO 15156 compliance where applicable, and coating records. | Full material traceability and documented compatibility with the process medium. | Critical |
| 5 | Leakage and Pressure Testing | Review shell testing, seat leakage class, test medium, test pressure, duration, and acceptance criteria. | ISO 5208, API 598, IEC 60534-4, or the project-specified testing standard. | Test procedures and certificates must match the purchase specification and required leakage class. | Critical |
| 6 | Actuator and Instrument Integration | Assess actuator sizing, fail position, stroking time, air supply, positioner compatibility, feedback, and control-system interfaces. | Actuator sizing calculations, ISO 5211 interface information where applicable, wiring diagrams, and functional test reports. | Actuator torque or thrust should cover maximum required load with documented safety margin. | High |
| 7 | Quality Management and Inspection | Check manufacturing procedures, inspection points, nonconformance handling, calibration, welding control, and final inspection. | Current ISO 9001 certificate, inspection and test plan, calibration records, welding procedure qualifications, and quality dossier samples. | Independent traceable quality records for every critical component and test stage. | High |
| 8 | Certification and Compliance | Confirm certificates required for the destination market, hazardous areas, pressure equipment, emissions, and functional safety. | Applicable CE/PED documentation, ATEX or IECEx certification, SIL assessment, ISO 15848-1 fugitive-emission testing, and other project requirements. | All mandatory certificates should be valid, scope-matched, and issued by recognized certification bodies. | High |
| 9 | Delivery Capability and Supply Chain | Evaluate engineering lead time, production capacity, critical-component sourcing, expediting process, export packaging, and logistics support. | Realistic manufacturing schedule, production progress reports, factory acceptance test plan, packing list, and export documentation sample. | Schedule should include design approval, procurement, testing, documentation, and transportation buffers. | High |
| 10 | After-Sales Service and Lifecycle Cost | Compare commissioning support, spare-parts availability, warranty terms, maintenance guidance, training, and response time. | Warranty conditions, recommended spare-parts list, service network details, maintenance manuals, and technical-support agreement. | Clear lifecycle support plan with defined response times and long-term spare-parts availability. | Medium |