| Material Grade | Confirm that the supplied metal matches the drawing, purchase order, and applicable material specification. | Material Test Report (MTR), heat or batch number, supplier declaration of conformity, and traceability record. | Grade, temper, thickness, and applicable standard must match the approved technical documentation. | Material is described only as “stainless steel,” “aluminum,” or “mild steel” without a specific grade. | Essential |
| Common Material Standards | Check whether the supplier can source materials to recognized specifications such as ASTM, EN, JIS, or equivalent standards. | Material certificates that identify the standard, grade, chemical composition, and mechanical properties. | The selected standard must be stated clearly on the drawing, quotation, and inspection documentation. | Different standards are mixed without explaining equivalency or technical differences. | Essential |
| Material Thickness | Verify nominal thickness, permitted tolerance, and the measurement method used. | Incoming inspection records, calibrated micrometer readings, and material certificate data. | Measured thickness must remain within the tolerance defined by the drawing or applicable material standard. | Thickness tolerance is omitted from the quotation or checked only after production. | Essential |
| Material Traceability | Determine whether each production lot can be linked to its raw material batch. | Heat number, lot number, traveler, barcode record, or serialized inspection report. | Traceability should remain intact from raw material receipt through fabrication, finishing, and shipment. | Certificates are provided, but there is no link between the certificate and the delivered parts. | Essential |
| Sheet Cutting Capability | Evaluate whether laser, plasma, waterjet, or shearing equipment is suitable for the material and thickness. | Process capability information, equipment list, sample parts, and cutting inspection records. | Cutting method should control burrs, heat-affected areas, warping, and dimensional variation for the application. | Cutting equipment is selected solely by price or maximum thickness, without discussing tolerances. | Essential |
| Forming and Bending | Review press brake capacity, tooling, bend allowance control, springback compensation, and minimum bend radius. | Bend samples, setup sheets, first-article reports, and documented forming procedures. | Bend angles, flange lengths, and surface condition must meet drawing tolerances without cracking or unacceptable deformation. | Forming feasibility is confirmed without reviewing grain direction, bend radius, or material temper. | Essential |
| Welding Quality | Confirm welding processes, operator qualification, joint design, inspection method, and distortion control. | Welding procedure specification, welder qualification records, visual inspection reports, and applicable NDT reports. | Weld size, location, penetration, appearance, and allowable defects must follow the drawing or agreed welding standard. | Weld quality is judged only by appearance, with no documented procedure or inspection criteria. | Application-dependent |
| Dimensional Inspection | Assess how the supplier verifies critical dimensions, datums, hole locations, flatness, and profile. | First Article Inspection Report, control plan, inspection records, calibrated tools, and coordinate measuring machine reports when required. | All critical characteristics must be measured using suitable equipment and compared with the latest approved drawing revision. | Inspection reports list only a few dimensions or use an outdated drawing revision. | Essential |
| Quality Management System | Verify whether production and inspection activities are controlled by a documented quality management system. | Valid ISO 9001 certificate issued by an accredited certification body and current audit scope. | The certificate must be valid, cover the relevant manufacturing site, and include activities related to the required parts. | Certificate is expired, issued to another site, or presented without a verifiable certificate number. | Essential |
| Environmental Management | Consider controls for waste, chemicals, energy use, and environmental compliance when required by the project. | ISO 14001 certificate, environmental permits, waste records, and documented chemical-handling procedures. | Environmental controls should match the processes used, especially plating, painting, welding, and chemical cleaning. | Finishing chemicals or hazardous waste are handled without documented controls. | Application-dependent |
| Surface Finishing | Verify coating, plating, anodizing, passivation, powder coating, deburring, or brushing requirements. | Approved finish sample, coating thickness report, color reference, adhesion test, and finish certificate where applicable. | Finish type, thickness, color, roughness, corrosion requirement, and masking areas must be defined before production. | Terms such as “standard finish” or “good appearance” are used without measurable requirements. | Essential |
| Corrosion Protection | Match the protection method to the service environment, handling conditions, and expected service life. | Salt spray or corrosion test report when specified, coating certificate, and process records. | Test duration, coating system, substrate preparation, and acceptance criteria must be agreed in advance. | A corrosion test result is supplied without identifying the coating system or test standard. | Application-dependent |
| Calibration Control | Check whether measuring equipment is calibrated and suitable for the required accuracy. | Calibration certificates, equipment register, calibration due dates, and traceability to recognized standards. | Inspection equipment must be within its calibration period and appropriate for the tolerance being measured. | Measurements are recorded, but equipment identification and calibration status are unavailable. | Essential |
| Nonconforming Product Control | Review how defects, deviations, rework, concessions, and corrective actions are handled. | Nonconformance reports, root-cause analysis, corrective-action records, and segregation procedure. | Nonconforming parts must be identified, isolated, dispositioned, and approved before shipment. | Defective parts are reworked or shipped without documented authorization. | Essential |
| First Article Inspection | Determine whether the first production parts are fully checked before releasing the recurring order. | FAI report with ballooned drawing, dimensional results, material records, process approvals, and deviation list. | First article approval should be completed after design, tooling, material, or process changes. | Supplier begins serial production without a documented first-article or sample approval process. | Essential |
| Production Capacity | Assess available equipment, staffing, tooling, inspection resources, and realistic monthly capacity. | Capacity plan, equipment list, production schedule, and documented bottleneck analysis. | Capacity should cover forecasted demand while maintaining agreed lead time and inspection requirements. | Capacity claims are based only on machine count and exclude setup, finishing, inspection, or maintenance time. | Essential |
| Change Management | Verify how design, material, process, subcontractor, and manufacturing-site changes are communicated. | Engineering change procedure, revision-controlled drawings, customer approval records, and change notices. | No significant change should be implemented without documented review and approval when contractually required. | Parts are changed without notification because the supplier considers the change “equivalent.” | Essential |
| Subcontractor Control | Identify outsourced operations such as plating, painting, heat treatment, laser cutting, or testing. | Approved subcontractor list, certificates, process records, and supplier audit or evaluation results. | Outsourced processes must follow the same material, quality, traceability, and documentation requirements. | The supplier cannot identify where finishing or special processing is performed. | Essential |
| Packaging and Delivery | Confirm that parts will be protected against scratches, corrosion, deformation, and mixed lots during transport. | Packaging specification, shipping inspection checklist, photos, and lot identification records. | Packaging must suit part geometry, finish sensitivity, transport distance, storage period, and customer handling. | Finished parts are packed in bulk without separators, corrosion protection, or lot labels. | Essential |
| Supplier Audit | Use a structured audit to verify actual processes rather than relying only on certificates and quotations. | Completed audit checklist, objective evidence, corrective-action plan, and follow-up records. | Audit should cover material control, production, inspection, finishing, traceability, storage, and shipment. | Supplier refuses reasonable process verification or provides only marketing information. | Essential |