| 1 | Confirm the technical specification | Review shaft material, diameter, length, tolerances, keyways, splines, threads, runout, surface finish, heat treatment, and balancing requirements. | Use a controlled drawing and revision number. Critical dimensional tolerances should be explicitly identified rather than assumed. | Can you manufacture from our latest drawing? Which characteristics will be treated as critical-to-quality? | Quotation is based only on a general description such as “steel rotor shaft,” with no drawing review. | High |
| 2 | Evaluate material traceability | Check the steel grade, chemical composition, mechanical properties, heat-treatment condition, and traceability from raw material to finished part. | Request a material certificate and heat-treatment record for each production lot. Certificate details should match the purchase specification. | Is the material heat or batch number marked and traceable? Can you provide test certificates with the shipment? | Material substitutions are allowed without written approval, or documentation is unavailable after production. | High |
| 3 | Inspect machining accuracy | Assess concentricity, cylindricity, straightness, bearing-seat dimensions, keyway or spline geometry, and surface roughness. | Require a dimensional inspection report covering all critical features. Bearing seats commonly require tight dimensional control and appropriate surface finish according to the application drawing. | Which calibrated equipment is used for shaft diameter, runout, and surface roughness inspection? | Only visual inspection is offered, or inspection results are recorded without actual measured values. | High |
| 4 | Verify balancing and functional testing | Confirm dynamic balancing requirements, balance grade, test speed, vibration limits, and any rotor assembly or overspeed testing needs. | Specify the applicable balance grade and test conditions in the purchase order. The result should include correction locations, residual unbalance, speed, and acceptance criteria. | Do you perform dynamic balancing in-house? Will the report identify test speed and residual unbalance? | Balancing is treated as optional even when the shaft is part of a high-speed rotating assembly. | High |
| 5 | Assess process control and quality systems | Review inspection planning, process capability, nonconformance handling, corrective actions, calibration, and change control. | Look for documented quality procedures, calibrated inspection equipment, first-article inspection, and lot-based final inspection. | How are out-of-tolerance parts controlled? What is your procedure for approving process or material changes? | The supplier cannot explain how rejected parts are segregated or how recurring defects are prevented. | High |
| 6 | Measure supplier reliability | Evaluate production capacity, lead-time consistency, communication, packaging, delivery performance, and business continuity. | Request recent on-time-delivery data, realistic sample and production lead times, and a documented escalation contact. | What is your normal production capacity? How are urgent quality or delivery issues escalated? | The supplier promises unusually short lead times without confirming capacity, tooling, material availability, or inspection resources. | Medium |
| 7 | Calculate total cost of ownership | Compare unit price with tooling, sampling, testing, packaging, freight, duties, inspection, scrap, rework, downtime, and warranty exposure. | Use a landed-cost model and compare at least three scenarios: prototype, low-volume production, and recurring production. | Which costs are excluded from the quotation? What are the replacement, warranty, and rework terms? | The lowest unit price excludes inspection reports, special packaging, balancing, tooling, or transportation costs. | High |