| Process and part fit | Experience with the required operation, such as progressive-die, transfer, compound-die, or deep-draw stamping. | Confirm the proposed process can meet the part geometry, material, production volume, and drawing requirements. Review forming risks and proposed design changes before tooling approval. | Process flow, preliminary feasibility review, similar-part examples with confidential details removed, and a documented list of assumptions or design-for-manufacturing concerns. | A suitable process can affect part quality, cycle time, tooling cost, and production stability. |
| Press and tooling capability | Press tonnage, bed size, shut height, feed system, coil handling, die protection, and in-house or outsourced toolmaking and maintenance. | Check that the press and die envelope are suitable for the part and planned production method. Validate press capacity and tool design for the actual material and operation; do not rely on tonnage alone. | Equipment list, relevant press specifications, tooling plan, maintenance approach, and responsibility matrix for tool ownership, repairs, and spare components. | Equipment suitability and tooling control influence repeatability, uptime, and the ability to support production changes. |
| Material sourcing and traceability | Material grade, temper, thickness, coating, supplier approval, lot control, and handling of substitutions. | Require the material to match the drawing and purchase specification. Approve any proposed substitution in writing before production. | Material certificates or mill test reports as specified by the project, lot identification records, incoming inspection procedure, and a traceability example. | Material properties and coatings can affect formability, strength, corrosion behavior, and downstream assembly. |
| Quality management system | Document control, corrective action, calibration, nonconforming product control, internal audits, and change management. | Verify the scope and validity of any claimed certification with the issuing certification body. ISO 9001 is a general quality management standard; automotive programs may require additional customer-specific requirements or IATF 16949. | Current certificate and scope, quality manual or process overview, audit summary, corrective-action example, and calibration-control procedure. | A functioning system helps ensure requirements and revisions are controlled throughout the order lifecycle. |
| Inspection and measurement | Inspection equipment, measurement method, inspection frequency, capability studies, and management of critical characteristics. | Agree on characteristics, sampling, measurement method, and acceptance criteria before production. Tolerances must come from the approved drawing or specification; there is no universal stamping tolerance. | Inspection plan, equipment calibration records, sample dimensional report, gauge list, and measurement-system study where required. | Clear measurement plans reduce disputes and help detect dimensional drift before parts reach the customer. |
| Production approval and control plan | First-article approval, process validation, control plan, process flow, risk analysis, and ongoing monitoring. | Define approval requirements before launch. For automotive work, confirm whether APQP and PPAP documentation is required and agree on the applicable submission level with the customer. | First-article inspection report, process flow diagram, control plan, risk analysis such as PFMEA where applicable, and agreed PPAP package if required. | Formal launch controls help verify that production parts and processes meet agreed requirements before volume supply. |
| Secondary operations and finishing | Deburring, tapping, welding, assembly, plating, coating, cleaning, and management of external processors. | Identify all operations and acceptance criteria in the quotation and control plan. Confirm who is responsible for verifying outsourced processes and maintaining traceability. | Process flow, approved subcontractor controls, finish or coating specifications, inspection records, and certificates required by the project. | Downstream operations can affect fit, function, corrosion performance, cleanliness, and delivery timing. |
| Capacity and continuity | Available production capacity, staffing, maintenance planning, backup equipment, inventory policy, and business continuity. | Check capacity against the forecast, peak demand, and agreed lead time. Ask how disruptions, tooling breakdowns, or material shortages are escalated and managed. | Capacity statement, production schedule assumptions, maintenance plan, recovery plan, and agreed escalation contacts. | Capacity and continuity planning reduce the risk of shortages during launch or demand changes. |
| Delivery and export readiness | Packaging, labeling, export documentation, shipping terms, shipping lane, customs responsibilities, and delivery performance tracking. | Confirm the named delivery location and Incoterms® rule with place and version stated in the contract. Compare total landed cost—not just the quoted unit price. | Packaging proposal, sample shipping documents, lead-time assumptions, shipment tracking process, and written quotation with tooling, freight, duties, and other charges clearly separated. | Logistics, packaging, duties, and transit time can materially change cost and supply risk for global buyers. |
| Commercial transparency | Tooling charges, unit-price breaks, minimum order quantities, payment terms, price validity, and ownership of customer-funded tooling. | Compare quotations using the same drawing revision, material assumptions, annual volume, packaging, delivery term, and quality requirements. Clarify ownership and return conditions for tooling in writing. | Itemized quotation, tooling agreement, payment terms, price-adjustment assumptions, and written terms for engineering changes and excess inventory. | Consistent quotation assumptions make supplier comparisons more meaningful and help prevent avoidable cost changes. |
| Communication and engineering support | Technical response quality, language and time-zone coverage, revision handling, issue escalation, and support during launch. | Evaluate how clearly the supplier identifies open questions, risks, responsibilities, and approval points during the RFQ and sample stages. | Named project contacts, communication and escalation plan, revision-control method, and records of agreed technical decisions. | Effective communication helps prevent drawing, specification, and schedule misunderstandings across regions. |