| Part Geometry | Provide 2D drawings, 3D CAD files, critical features, datum references, and revision status. | STEP model plus a fully dimensioned PDF drawing, revision C, with three datum surfaces. | Check that the supplier reviews missing dimensions, conflicting tolerances, and manufacturability risks before quoting. | The supplier confirms drawing revision, asks technical questions, and identifies risks before production. |
| Material Specification | Define material grade, condition, mechanical requirements, and acceptable substitutes. | Aluminium alloy 6061-T6, with material traceability required for every production batch. | Request a material test certificate or certificate of conformity and verify the heat or lot number. | Material certificates are supplied consistently and can be traced to the delivered parts. |
| Dimensional Tolerances | Separate critical tolerances from non-critical dimensions and specify the applicable tolerance standard. | Critical bore: 20.000 ± 0.025 mm; non-critical dimensions: ±0.10 mm unless otherwise noted. | Ask for a capability review and a first-article dimensional report for critical features. | The supplier explains achievable tolerances, measurement methods, and process capability without making unsupported promises. |
| Geometric Tolerances | Specify flatness, perpendicularity, position, concentricity, runout, and datum requirements where functional performance depends on them. | Flatness of mounting face: 0.10 mm over the specified surface; true position: ⌀0.08 mm at MMC. | Review the inspection plan and confirm whether a CMM, height gauge, optical system, or calibrated gauges will be used. | The inspection method matches the tolerance type and provides traceable measurement records. |
| Surface Finish | Define roughness, visual acceptance criteria, edge condition, burr limits, and any directional requirements. | Machined sealing face: Ra 1.6 μm maximum; break sharp edges 0.2–0.5 mm; no visible burrs. | Specify the roughness measurement method and request photographs or inspection results for visual criteria. | The supplier confirms how roughness and deburring will be controlled rather than treating them as informal cosmetic checks. |
| Quantity and Demand | State prototype quantity, production quantity, annual demand, batch size, and forecast accuracy. | Prototype: 5 pieces; initial production: 250 pieces; expected annual demand: 2,000 pieces. | Compare tooling, setup, inspection, and unit costs at each volume level. | The quotation clearly separates one-time charges, recurring unit costs, minimum order quantities, and volume pricing. |
| Manufacturing Process | Identify preferred processes, machining axes, secondary operations, and whether supplier-proposed alternatives are acceptable. | Three-axis milling, turning, drilling, tapping, and post-machining anodizing. | Request a process plan or design-for-manufacturing review covering workholding, tool access, and sequence control. | The supplier demonstrates suitable equipment, stable workholding, and a controlled process sequence. |
| Secondary Operations | Define heat treatment, plating, anodizing, passivation, coating, marking, or assembly requirements. | Clear anodizing after machining; mask two threaded holes; include permanent part identification. | Confirm process specifications, masking limits, color or appearance standards, and subcontractor controls. | The supplier documents outsourced processes and provides applicable certificates or inspection records. |
| Inspection and Quality Records | Define sampling level, first-article inspection, in-process checks, final inspection, and report format. | First-article report for the initial batch; final inspection report for all critical dimensions; retain records for 3 years. | Review sample reports and verify calibration status for measurement equipment. | Reports identify drawing characteristics, actual results, instruments, inspectors, and acceptance status. |
| Lead Time and Delivery | Define sample lead time, production lead time, required delivery date, shipping terms, and delivery split options. | Sample approval within 10 business days; production delivery within 20 business days after approval. | Ask for a milestone schedule covering material purchasing, machining, finishing, inspection, and dispatch. | The supplier provides realistic milestones, communicates schedule risks early, and has a documented recovery plan. |
| Packaging and Protection | Specify corrosion protection, separation, labeling, quantity per package, and special handling requirements. | Individual protective wrapping, batch labels, desiccant for corrosion-sensitive parts, and maximum 25 pieces per carton. | Approve a packaging sample and inspect delivered parts for scratches, dents, contamination, and mixed lots. | Packaging is designed for the part geometry and shipping conditions, not selected only for the lowest cost. |
| Compliance and Traceability | Define required declarations, restricted-substance requirements, material origin, and lot traceability. | Provide a certificate of conformity and a restricted-substance declaration where required by the application. | Check that certificates correspond to the correct part number, revision, batch, and material lot. | Documentation is complete, consistent, and linked to the shipped batch. |
| Quotation Comparison | Compare unit price, setup charges, tooling, inspection, finishing, packaging, freight, payment terms, and validity period. | Evaluate total landed cost at 5, 250, and 2,000 pieces instead of comparing unit price alone. | Use the same drawing revision, quantity, delivery terms, and quality requirements for every quotation. | The quotation is itemized and contains no unexplained exclusions, substitutions, or conditional quality commitments. |