Project Data Checklist

Water Treatment System Quotation Checklist for RO, UF & EDI Projects

A useful water-treatment quotation needs more than capacity. Provide eight project data points so the supplier can define the treatment route, net output, instruments, materials, utilities, installation boundary and commercial scope.

Published July 17, 2026Reviewed by Xinnuo Water engineering team8-minute guide

A useful water-treatment quotation needs more than capacity. Provide eight project data points so the supplier can define the treatment route, net output, instruments, materials, utilities, installation boundary and commercial scope.

Direct answer

Send the source and analysis, net flow and operating hours, application, target water quality, utilities, installation boundary, destination and applicable standards. Missing data should be identified as an assumption in the quote.

8 Project Data Points

  1. 1. Water sourceState whether the approved feed is municipal water, groundwater or another industrial source. Source variability changes the design margin and testing needs.
  2. 2. Raw Water AnalysisProvide TDS or conductivity, hardness, alkalinity, silica, iron, manganese, turbidity, temperature and other available test results. Attach the laboratory report with units and sampling date.
  3. 3. Net flow and operating hoursGive usable product-water flow, total daily demand, peak demand, shifts and expected uptime. This separates net production from feed and reject flows.
  4. 4. ApplicationExplain where the water is used and what process it feeds. The application informs material, hygiene, redundancy, documentation and distribution decisions.
  5. 5. Target water qualityUse measurable values or an attached project specification and name the acceptance point. Do not rely only on words such as pure or ultrapure.
  6. 6. Utilities and voltageProvide voltage, phase, frequency, available feed pressure, electrical limits, air if required, drain conditions and ambient range.
  7. 7. Installation BoundaryState who supplies feed and product tanks, interconnecting pipework, cables, foundations, drains, local labor, lifting, startup and operator training.
  8. 8. Destination and standardsProvide destination country, delivery term, required electrical convention, language, documentation and project-specific standard or owner requirement.

Why Raw Water Analysis Changes the Route

TDS helps estimate desalination duty, while hardness, alkalinity and silica affect scaling risk. Iron, manganese, turbidity and suspended solids affect fouling and pretreatment. Temperature changes membrane flow. When these values are missing, a supplier can give only a preliminary configuration with explicit assumptions.

For UF, solids load and turbidity variability influence membrane area, flux, backwash and cleaning. For RO, ionic composition and temperature influence pressure, recovery and permeate quality. For RO + EDI, RO-permeate hardness, carbon dioxide, silica and conductivity affect polishing suitability.

How the Inputs Change Equipment and Quote Scope

InputConfiguration decisionQuote item affected
AnalysisPretreatment, membrane route, recovery and chemical controls.Filters, dosing, membrane area, pumps and instruments.
Net demandProduction rate, tank buffer, duty or standby arrangement.Equipment size, tank scope and electrical load.
Target qualityUF, single-pass RO, double-pass RO, RO + EDI or purified-water route.Process stages, instruments and acceptance testing.
ApplicationMaterials, hygienic features, control and documentation level.Frame and pipe materials, valves, records and test scope.
Site boundarySkid-only supply or integrated room connection.Tanks, pipework, cables, installation and commissioning.
DestinationElectrical convention, packing, documentation and logistics.Panel components, export packing and delivery basis.

Define the Installation Boundary

A quotation should state battery limits: feed connection, product connection, concentrate and drain points, electrical entry, chemical supply, compressed air if used, tank and loop interfaces, and where supplier commissioning ends. This prevents a low headline price from hiding work that still has to be purchased locally.

Use Xinnuo's printable quotation checklist for the first message. Browse the current product routes to identify whether the request concerns RO, UF, RO + EDI, purified water or RO membrane elements.

Turn the Checklist into a Comparable Quote

Ask suppliers to list design feed, temperature, net product flow, recovery, process route, included instruments, materials, exclusions, utility loads, delivery boundary and acceptance basis. Compare the same scope rather than only the equipment title.

Send one complete project brief

Attach the analysis and quality specification when available. If a value is unknown, mark it unknown rather than estimating; Xinnuo can identify which missing items prevent final selection.

Frequently Asked Questions

Can Xinnuo quote if the full water analysis is not available?

A preliminary route may be discussed from source, TDS, application and target quality, but missing values and assumptions must be resolved before final design commitments.

Should capacity mean feed flow or product-water flow?

State the required net usable product-water flow and daily demand. The supplier can then calculate feed, concentrate, backwash and flushing flows.

Why does the installation boundary affect price?

The boundary decides who supplies tanks, pipework, cables, drains, foundations, local labor, commissioning and other site work, so two skid prices may not represent the same scope.

What makes quotations easier to compare?

Use the same feed analysis, net output, quality target, materials, instruments, utilities, delivery basis, exclusions and acceptance conditions for every supplier.

Configure the system from your project data.

Send source-water analysis, required net flow, application, target quality, operating hours, voltage and destination for a route review.

View Data Checklist