Buying & project planning

An HVAC/R Bill of Materials That a Supplier Can Use

2 min read
Buying & project planning
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Table of Contents

A bill of materials turns a project scope into identifiable supply lines. It should tell a supplier what each item is, how much is required and which specification controls the choice. It is not a substitute for an approved design or a complete technical drawing.

Make every line independently readable

Use a line number, description, manufacturer reference where specified, quantity and unit. For pipe and insulation, identify size and length units. For equipment, include the model or approved performance specification rather than a broad label such as 'AC unit'. Note separately whether accessories are included, so the same fitting is not ordered twice or omitted entirely.

Control changes after the first enquiry

Give the list a revision and date. When quantities change, send a replacement list or clearly identify changed lines rather than scattering updates across messages. Ask the supplier to reference the same revision in the response. Refco's custom-solutions services can be discussed using this prepared scope, while final design and substitution approvals remain with the project team.

A practical enquiry example

Write a pipe line as an identified material, an approved diameter and a quantity in metres or feet. Keep the unit on the line itself so it remains clear even when copied into a message.

Enquiry checklist

  • Item references and quantities
  • Explicit units of measure
  • Accessories included or excluded
  • Revision number and responsible contact

Can a parts list replace the project drawing?

No. The list organizes purchasing; the approved drawing and specification establish the design requirements. Keep them linked by revision.

Discuss your requirement with Refco

Prepare the approved references and quantities, then contact the branch to confirm availability and collection details before visiting.

This guide was prepared with AI assistance to help organize supply enquiries. Use current manufacturer documentation to confirm final specifications.