| Sample material and process | Confirm that the sample uses the specified alloy, condition, machining process, and any required finishing. | Material test certificate or supplier certificate, process description, and finish specification. | Material grade and condition match the purchase requirements; any substitutions are disclosed and approved before machining. | 15% | _____ |
| Sample dimensional inspection | Check critical dimensions, geometric tolerances, and measurement methods against the released drawing. | Dimensional inspection report identifying measured features, actual results, units, and inspection equipment. | Critical-to-function dimensions meet drawing limits, and the report clearly links results to drawing revisions and feature numbers. | 20% | _____ |
| Surface finish and visual quality | Verify specified surface roughness, edge condition, deburring, and visible machining marks. | Surface-finish readings where specified, inspection photos, and a written visual-acceptance standard. | Measured finish is within the drawing requirement; burrs, sharp edges, and cosmetic defects are assessed using agreed criteria. | 10% | _____ |
| Functional sample fit | Confirm that the sample works with mating parts, fixtures, or the intended assembly. | Assembly or fit-check results, relevant test records, and notes on any customer-supplied mating components. | Fit is checked using representative interfaces where available; unresolved interferences or clearance concerns are documented. | 10% | _____ |
| Drawing and revision control | Check how the provider identifies and controls drawings, CAD files, specifications, and engineering changes. | Sample traveler or job packet showing part number, revision, file references, and change-approval process. | Production documents reference the same approved revision, and changes are reviewed before affected work proceeds. | 10% | _____ |
| Production routing and capacity | Review the proposed sequence of machining, inspection, finishing, and outside processing. | Process plan or routing with operation sequence, key equipment types, inspection stages, and external-process steps. | The routing is feasible for the part geometry and order quantity; capacity and any subcontracted operations are identified. | 10% | _____ |
| Lead time and delivery planning | Confirm quoted timing, order assumptions, material availability, and shipment milestones. | Written quotation or schedule listing quantity, material lead time, sample timing, production timing, and delivery terms. | Dates are tied to clear assumptions, and the provider explains how schedule changes or material delays will be communicated. | 10% | _____ |
| Repeatability and in-process controls | Understand how the provider maintains consistency across setups, operators, and production batches. | Setup sheets, first-article records, in-process inspection plan, and examples of lot traceability. | Critical features have defined inspection points and sampling methods; nonconforming parts are identified and segregated. | 10% | _____ |
| Packaging and traceability | Check protection against damage or contamination and the ability to trace delivered parts to a production lot. | Packaging proposal, part or lot identification example, and certificate or inspection-document options. | Packaging is appropriate for the part’s material and finish; labels and records support the traceability level required. | 5% | _____ |