Supplier-side solution

Datasheet vs specification compliance check

Check your own datasheet against the customer's specification before you bid. Written for the bid engineers, proposal engineers and project managers who answer RFQs at valve, pump, actuator and instrument makers.

Last reviewed by the OdysseyGPT team

The short answer

A datasheet vs specification compliance check compares every requirement in the customer's specification package with your own datasheet, before you submit the offer. Each requirement gets a status, the clause and page it came from, and the value you offer. The rows that do not comply become your deviations and clarifications list.

Key Takeaways

  • Run the check on your side, before the EPC runs its technical bid evaluation on theirs.
  • One row per requirement, with the clause, the page and your offered value.
  • Every row gets one status; the non-compliant rows become the deviation list.
  • An engineer on your team decides every open item before anything goes to the customer.

What is a datasheet vs specification compliance check?

It is the line-by-line comparison a manufacturer makes between the customer's requirements and its own offer. The customer's side is the specification package: the requisition, the project specification, owner standards, the customer's datasheets and any addenda. Your side is your datasheet, your standard specifications and your test procedures. Each requirement either matches what you offer, differs from it, needs a clarification, or is not addressed by your documents at all.

The output of the check is the evidence behind two documents most tenders ask for: a clause-by-clause compliance matrix and a technical deviation list.

How is the supplier-side check different from the EPC's vendor datasheet review?

Most software and guides for this task are written for the buyer: the EPC or owner who receives many vendor datasheets and checks them against one specification. One example of a buyer-side page is Pathnovo's vendor datasheet compliance page. The supplier's job is the mirror image, and it produces different output.

Supplier-side check vs buyer-side review (general comparison)
Supplier-side compliance checkBuyer-side vendor datasheet review
Who does itBid engineers, proposal engineers and project managers at the manufacturerDiscipline engineers at the EPC or owner
WhenBefore the offer is submittedAfter offers arrive, during technical bid evaluation
Documents comparedOne customer specification package against your own datasheets and proceduresSeveral vendors' datasheets against one specification
Main outputCompliance matrix and deviations and clarifications list for your offerTechnical bid comparison, clarification requests, list of unacceptable deviations
What a miss costsA clarification round, a non-responsive bid or post-award reworkAccepting equipment that does not meet the specification

See technical bid evaluation for what the evaluator checks once your offer arrives.

Which documents go in?

Customer documentsYour documents
Material requisition and its revisionProduct datasheet for the offered model
Project or technical specificationYour standard specifications
Owner standards called up by the specificationTest procedures and qualification reports
Customer datasheetsMaterial and certificate practice, for example EN 10204 3.1 or 3.2
Inspection and test plan and the vendor data requirements listYour inspection and test plan
Addenda and clarifications issued during the tenderPast offers for similar equipment

Before you start, settle which document wins when two disagree. Most requisitions state an order; if not, raise a technical query. See governing-document precedence.

What does the check produce?

One row per requirement, with a single status. These are the statuses OdysseyGPT uses:

StatusMeaning
CompliesYour datasheet meets the requirement as written.
DeviatesYour offer differs from the requirement.
ClarificationThe requirement is unclear, or your offer meets its intent in a different way.
Not addressedYour documents say nothing about this requirement yet.
Document requestedThe customer asks for a document, such as a certificate or report, that must be supplied.
Not applicableThe requirement does not apply to the offered equipment.
Out of scopeThe item is outside your scope of supply.

The rows marked Deviates or Clarification go into the deviations and clarifications list, each with a justification and a cost of withdrawal. Use the free templates if you work in a spreadsheet.

What does a worked example look like?

The rows below use an invented specification, PS-VAL-001, for a 6-inch Class 600 ball valve, and an invented datasheet, DS-01. Every value is illustrative.

Illustrative compliance check rows (invented PS-VAL-001 Rev 2 against datasheet DS-01)
RequirementClause / pageYour datasheet valueStatusQuote from source
Design to API 6D§3.1, p.2API 6DComplies"Valves shall be designed and tested to API 6D."
Body forged ASTM A350 LF2 Cl.1§4.2, p.4Cast ASTM A352 LCCDeviates"Body and closures shall be forged ASTM A350 LF2 Class 1."
Stem seal to ISO 15848-1 class BH§6.3, p.7Not statedNot addressed"Stem seals shall be qualified to ISO 15848-1, tightness class BH."
EN 10204 3.2 certificates§7.2, p.9EN 10204 3.1Deviates"Pressure-containing parts shall be supplied with EN 10204 type 3.2 certificates."
Fire test certificate§5.1, p.6API 607 certificate on fileDocument requested"The fire test certificate shall be submitted with the offer."
Two-year operating spares§11.1, p.14Not offeredOut of scope"The vendor shall quote two-year operating spares."

Why the quote matters

Each row quotes the source text and its page, so the engineer who signs the offer, and later the evaluator, can check it in seconds instead of searching the package again.

How long does it take by hand?

Long enough that it is often the bottleneck in the bid. In one vendor case study, a large EPC spent 15 to 20 minutes per datasheet review just extracting the data, across roughly 150 vendor RFPs that included valve datasheets (Botminds). That figure covers extraction only; the comparison against each clause, owner standard and addendum comes on top.

The 25-point datasheet vs specification checklist lists the checks that take the time.

Which standards come up most often?

That depends on the equipment. Valve tenders usually call up API 6D or the other API valve standards, ISO 15848-1 for fugitive emissions and EN 10204 for certificates, plus owner standards such as those covered in the Gulf owner-spec checklist. See the pages for valve, pump, actuator and instrumentation manufacturers.

How does OdysseyGPT run the check?

  • It reads the whole specification package: specifications, the material requisition, the inspection and test plan, datasheets and the standards they call up.
  • It checks each customer requirement against your own datasheets, standard specifications and test procedures.
  • It gives every requirement a status with a quote from the source document and its page, sheet or cell.
  • It exports an editable compliance matrix and a deviations and clarifications list, with internal to-dos on a separate sheet.
  • It reads PDF, Word (.docx), Excel (.xlsx, .xls) and CSV files.

It does not interpret engineering drawings such as general arrangements or P&IDs, and it does not send anything to the customer. Your engineers decide every open item and own what goes out. See OdysseyGPT for manufacturing.

OdysseyGPT Managed: from $999/month

A managed subscription with onboarding included. See pricing or request a demo on one of your own past tenders.

Frequently asked questions

What is a datasheet vs specification compliance check?

It is the line-by-line comparison of the customer's specification requirements with your own datasheet, giving each requirement a status, its source clause and your offered value, before you submit the offer.

Is this the same as the EPC's vendor datasheet review?

No. The EPC compares several vendors' datasheets against one specification after offers arrive. The supplier-side check compares one customer package against your own datasheets before you bid, and produces your compliance matrix and deviation list.

Who does the check at a manufacturer?

Usually the bid engineers, proposal engineers and project managers who answer RFQs, with input from quality and design engineers on materials, tests and certificates.

What file types can OdysseyGPT read for the check?

PDF, Word (.docx), Excel (.xlsx, .xls) and CSV. It does not interpret engineering drawings such as general arrangements or P&IDs.

How much does OdysseyGPT cost?

OdysseyGPT Managed is from $999/month, a managed subscription with onboarding included.

References

RFP presales abstraction case study

Botminds

Vendor case study

Visit source

Vendor datasheet compliance (buyer-side example)

Pathnovo

Visit source

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