| 1 | Part function and loading | Explain what the casting does and identify static, cyclic, impact, pressure, or vibration loads. Include load direction and, where available, design loads or stress analysis. | A pump casing may experience internal pressure and pipe loads; a lifting component may see repeated tensile and impact loading. |
| 2 | Operating environment | State operating and minimum or maximum temperatures, exposure to water, chemicals, salt, abrasion, or weather, and whether conditions vary during service. | Specify whether a component operates indoors, in seawater spray, in an abrasive slurry, or at elevated temperature. Corrosion-resistant material selection depends on the actual medium and conditions. |
| 3 | Material grade and standard | Name the required material grade and governing specification, including the edition or revision where applicable. If the grade is undecided, provide required mechanical properties and service conditions for technical review. | A material designation is meaningful only when tied to its applicable standard and product form; do not assume similarly named grades from different standards are interchangeable. |
| 4 | Drawing and critical dimensions | Provide a current, revision-controlled drawing or 3D model. Mark datums, tolerances, machining allowances, sealing faces, fits, and dimensions that are functionally critical. | Identify gasket faces and bearing bores separately from non-critical cast surfaces so inspection effort is focused on fit and function. |
| 5 | Size, weight, and design features | Give overall dimensions, target finished weight, wall-thickness ranges, and details such as ribs, bosses, holes, and sections where solidification or feeding may be difficult. | A casting with thick-to-thin transitions may need design review to reduce shrinkage risk; the foundry should assess the geometry before confirming process and cost. |
| 6 | Heat treatment and properties | Specify required heat treatment, mechanical-property targets, test temperature where relevant, and the location or orientation of test specimens if defined by the governing specification. | For impact-critical service, state the required impact-test conditions rather than requesting “high toughness” without a measurable acceptance criterion. |
| 7 | Casting quality and inspection | Define applicable visual, dimensional, and nondestructive examination requirements, including method, coverage, acceptance level, and which areas are critical. | Where internal soundness matters, specify the examination method and acceptance criteria in the purchase specification; radiographic or ultrasonic examination is not automatically required for every casting. |
| 8 | Machining and surface finish | Clarify whether the quotation is for as-cast, rough-machined, or fully machined parts. Specify machining datums, finish requirements, and any coating or corrosion-protection system. | Provide finish and tolerance requirements for sealing surfaces, while stating whether non-functional surfaces may remain as-cast. |
| 9 | Quantity, production stage, and repeat orders | State prototype or production quantity, expected annual demand, batch size, delivery schedule, and whether future orders will use the same drawing revision and acceptance requirements. | Include the expected order pattern because tooling and process choices can differ between a one-off casting and recurring production. |
| 10 | Documentation and traceability | List required certificates and records, such as material test reports, heat-treatment records, inspection results, marking, and traceability linking each casting to its production batch. | Agree before ordering whether records are required per casting, per heat, or per batch, and define the required document format and language. |