| Application and Flow Capacity | Housing size, cartridge length, connection size, flow rate, operating temperature, and fluid viscosity must match the process design. | Approved datasheet, dimensional drawing, process questionnaire, pressure-drop curve, and written confirmation of design conditions. | 15% | Pass only when all process parameters are documented and compatible. | Critical |
| Pressure and Temperature Design | Rated pressure and temperature should exceed the maximum operating conditions with an engineering safety margin defined by the project. | Design calculations, hydrostatic or pneumatic test procedure, material specifications, and applicable pressure-vessel compliance documents. | 15% | Do not approve from nominal pressure alone; verify rating at the actual temperature and fluid conditions. | Critical |
| Materials of Construction | Wetted materials should be selected according to chemical compatibility, corrosion risk, temperature, and hygiene requirements. Common options include stainless steel grades and engineered polymers. | Material certificates, grade identification, corrosion-compatibility statement, gasket material data, and surface-finish report where applicable. | 12% | Material grade and gasket compound must be traceable to the purchase specification. | Critical |
| Manufacturing Quality System | A documented quality-management system with controlled purchasing, welding, machining, inspection, nonconformance handling, and final release. | Current ISO 9001 certificate, scope of certification, quality manual summary, inspection plan, and sample final-inspection report. | 10% | Confirm that the certificate scope covers the relevant manufacturing activity. | High |
| Welding and Fabrication Control | For welded stainless-steel housings, procedures and personnel should be controlled; weld quality should be verified according to the project specification. | Welding procedure specifications, welder qualification records, weld maps, visual inspection records, and NDT reports when required. | 10% | Require additional inspection for pressure-retaining welds or safety-critical applications. | High |
| Testing and Inspection | Every supplied housing should receive documented dimensional, leak, pressure, and functional checks appropriate to its design. | Factory acceptance test report, pressure-test record, leak-test result, dimensional checklist, calibration certificates, and serial-number traceability. | 12% | A test report should identify the unit, test method, test pressure, duration, result, and inspector. | Critical |
| Cartridge Compatibility and Sealing | Confirm cartridge length, end configuration, seal type, housing basket or support arrangement, and allowable differential pressure. | Cartridge compatibility chart, cross-sectional drawing, seal specifications, replacement instructions, and differential-pressure limits. | 8% | The housing should prevent bypass and allow safe cartridge installation and removal. | High |
| Surface Finish and Cleanability | Finish requirements should be defined by service. Hygienic or high-purity applications require controlled internal surfaces and cleaning procedures. | Surface-roughness report where specified, polishing record, passivation or pickling record, cleaning procedure, and visual inspection photos. | 6% | Use application-specific limits rather than accepting an unspecified “polished” claim. | Medium |
| Regulatory and End-Use Compliance | Compliance must match the application, such as pressure equipment, potable water, food contact, pharmaceutical processing, or hazardous-area requirements. | Declaration of conformity, applicable test reports, material declarations, regulatory certificates, and product labeling information. | 6% | Certificates must apply to the supplied configuration and intended service. | High |
| Customization and Engineering Support | Capability to provide drawings, connection changes, drain and vent arrangements, mounting options, sight glasses, heating jackets, or special materials when required. | Approved general arrangement drawing, design-change process, engineering response procedure, and examples of non-standard configurations. | 3% | Require written approval for all deviations from the original specification. | Medium |
| Lead Time and Supply Reliability | Lead time should include engineering approval, manufacturing, inspection, packing, shipping, and customs clearance where applicable. | Production schedule, capacity statement, promised delivery date, packaging specification, and shipment-document checklist. | 3% | Use milestone dates and contractual remedies for project-critical deliveries. | Medium |
| After-Sales Support and Warranty | Defined warranty period, spare-seal availability, replacement-part identification, troubleshooting procedure, and technical response channel. | Warranty terms, service-level commitment, spare-parts list, installation manual, maintenance schedule, and claims procedure. | 10% | Prefer support terms with named response times and clear responsibility for defective components. | Critical |
| Supplier Verification and Auditability | Supplier records, product traceability, inspection history, and corrective-action process should be available for review. | Factory-audit checklist, corrective-action reports, serial-number system, batch records, customer-reference process, and remote or on-site audit access. | 3% | Use an independent inspection agency for higher-risk or high-value orders when appropriate. | Medium |
| Recommended Evaluation Scorecard Total | 100% | Approve only after critical safety, material, testing, and compliance requirements have passed. |