| Sample Evaluation |
| Sample setup | Production-intent parts | Request samples made with the proposed material, machining process, tooling approach, and finishing operations—not hand-finished demonstration pieces. | Sample description, process route, and confirmation of material and finish. | Pass / Follow up / Fail |
| Quantity | Representative sample set | Review several pieces, commonly 3–5 where practical, to check consistency. Agree on the sample quantity before the supplier begins work. | Sample quantity and identification numbers recorded on the inspection report. | Quantity received: _____ |
| Dimensions | Critical and specified features | Every inspected dimension must meet the limits on the approved drawing. Pay particular attention to tolerances, hole locations, datums, and mating features. | Dimensioned inspection report using suitable calibrated instruments; CMM results where appropriate. | Conforms to drawing: Yes / No |
| Material | Grade and traceability | Confirm the material grade, condition, and any required traceability match the purchase specification. Do not accept a substitute without written approval. | Material test certificate or other agreed material documentation linked to the supplied lot. | Verified: Yes / No |
| Threads and interfaces | Fit and functional features | Check specified thread size, pitch, depth, and fit with the mating part or an appropriate gauge. Confirm deburring does not damage functional edges. | Thread-gauge results or documented functional checks, as applicable. | Verified: Yes / No |
| Finish and workmanship | Surface, edges, and visible defects | Compare finish, coating, burr removal, and appearance with the drawing or an approved sample. Apply any stated roughness or coating requirements as written. | Visual inspection under agreed conditions; roughness or coating measurements when specified. | Approved / Rework / Reject |
| Repeatability | Part-to-part consistency | Compare the sample pieces for consistent critical dimensions and features. Resolve any variation that could affect assembly or function before approving production. | Inspection results for each sample, not only a single “typical” part. | Variation acceptable: Yes / No |
| Approval control | Sample sign-off | Identify the approved sample and revision in writing. Define whether the approved sample is a visual reference, a dimensional acceptance standard, or both. | Dated approval record, drawing revision, and retained sample identification. | Approval date: _____ |
| Contract Terms to Confirm Before Ordering |
| Scope | Drawing and specification control | List the drawing number and revision, material grade, finish, quantity, packaging requirements, and all applicable inspection documents. | Purchase order or signed specification referencing the correct revisions. | Confirmed: Yes / No |
| Quality | Inspection and nonconformance handling | Agree on inspection requirements, required certificates, defect notification, corrective action, and the process for replacement, rework, or credit. | Written quality requirements and an agreed response process. | Confirmed: Yes / No |
| Commercial | Price and payment terms | Specify unit price, tooling or setup charges, taxes or duties where applicable, payment milestones, and any price-break quantities. | Itemized quotation incorporated into the order documents. | Confirmed: Yes / No |
| Delivery | Lead time and shipping responsibility | State the production lead time, delivery date or schedule, shipping method, named delivery location, and the agreed delivery term. | Written delivery schedule and clearly stated shipping terms. | Delivery date: _____ |
| Changes | Engineering and order changes | Require written approval for changes to material, process, tooling, subcontracting, drawing revision, or delivery schedule before implementation. | Change-control clause identifying who may approve changes. | Confirmed: Yes / No |
| Risk control | Tooling, intellectual property, and cancellation | Clarify tooling ownership, storage and maintenance, permitted use of supplied designs, confidentiality obligations, and cancellation or rescheduling charges. | Relevant terms included in the signed agreement or purchase order. | Confirmed: Yes / No |