Example of documentation template for process of Contract Review in IATF

The following document templates (tool kits) are provided totally complimentary, free of charge to use as a starting point for Process of Contract Review in IATF. As each business is different, additional documents or revisions would be required to meet your organization’s specific needs, requirements, context, risk profile, etc. ​​If after reading through all of these documents, you feel like you still need a consulting partner to help you develop your new documents – Contact Us. We’re always looking for interesting new clients and projects.

1.0 Process Approach for process of Contract Review

2. Turtle Diagram for Contract Review

3. Contract Review

Customer Name ;           ………………………………………………….

Purchase Order No./ Dt;  ………………………………………………….

Part Name / No.             ………………………………………………………

Any Instruction               ………………………………………………………..

Check Points:

  Points  OkNot Ok
Price    
Quantity    
Specification    
Delivery Terms    
Packing    

Contract Accepted ………………………………………………….

Refer to customer for Clarification ( Given Details ) ………………………………………………….

Remarks                                                                                                                                                            Approved by

4.0 Order Amendment Sheet

Date : Order No:
Customer         : From                :
Product            : To                    :
Part Number     : Amendment Effective From :
Model               :  
Details Of Earlier OrderAmendment Details
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
  
                                                                                                    Signature / Date
ACTION TAKEN





      
PLANT Manager / DATEINCHARGE – PLANNING

5.0 CUSTOMER NEEDS ASSESSMENT FORM

Customer Name:Date:
Customer Representative Name: 
Part Description:Part No.:
Sl #Check PointsStatus / Description
1Drawing Received from Customer. (If Yes,  Drg No. with Rev / Amendment No:)YES / NO
2Is Drawing adequate? Discuss with Head (Engg) and record.YES / NO
3Does Customer want the approval of company transformed Drawings /  Spec / FMEA / Control Plan / PCS? Tick (3) as applicable.YES / NO
4Is / Are sample(s) received from Customer? If yes, mention Sample Number:YES / NO
  5  Finished Product Quantity Required :Per Day:
Per Week:
Per Month:
Per Year:
6Does customer have any approved suppliers of materials / components? If yes, provide details:YES / NO
7Will customer inspect the materials at Supplier end before the same are used at company end? If yes, provide details:YES / NO
  8Will Customer be supplying any materials (e.g. Raw Materials, Components, Packing Materials / Bins / Pallets, Tools, checking Gauges) for use / incorporation in product? If yes, provide details:  YES / NO
9Is there any customer requirement for Product Traceability? If yes, provide upto what extent:YES / NO
10What is the recommendation of customer for Lot Size of initial production run and number of samples for submission?Prodn Trial Run  =
Samples  =
11Is Ppk and / or Cpk desired by Customer? If Yes, provide Characteristics & values.Ppk  =
Cpk  =
12Does customer define any MSA manual? If Yes, Provide details:YES / NO
13Does customer specify any CAR response time ?Days =
14Does Customer have any Packaging Standard and / or requires any special markings / labels on the packing / product? If Yes, Provide details:YES / NO
  15Are there any Product Characteristics (fit,form,fuction ,durabilty etc referred in drawing /Spec )which are Safety Related / Critical / Major in view of the customer. If yes, provide details: 
16Are there any Govt / Statutory Regulations applicable on the product? If yes, details of same: 
17Will customer or his representative inspect each lot of the products prior to their release?YES / NO
18Is Test certificate required by the customer along with each supply sent to them?YES / NO
19Who will bear the transportation of Finished Product :Company / Customer
20Which Product Quality Planning (PQP) manual is recommended by customer (e.g. APQP (level required); Project Management etc.)?APQP/PJM/Customer Defined
    21Any Details available for competitor’s Product being supplied to Customer:
Rejection:
Rework:
Customer Returns:                        Line Rejections:                                   Warranty:                    Reliability:                                 
22Any specific records to be retained by the company and their period of Retention: (Provide Details)
23Other special Instructions (If any from customer?
24Are there any specfic manuals of Customer?
Signature:                                                                                     Date:
Name:                                                                                           Designation:

6.0 Customer Enquiry Register

Customer Decision Legend:
a) Dead Customer did not get the Order  b) Awarded : Tech Auto awarded the Project   c) Response Awaited : Customer still Awaiting Response from Customer d) Not Competitive : Tech Auto quote not competitive and project awarded to someone else
Sl. #Date of Enquiry  Part #  Project Description  Customer NameEnquiry Review DetailQuote DateQuote Details LocationCustomer Decision  P.O. #  P.O. DateContract Review DateContract Review Details  Remarks
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              
              

7.0 Feasibility Check List

Customer Name   :-Part No : Date: 
Part Description   :-Annual Volume: Per Day Volume:0
  Sl.#   Check Point  Assessment (Yes / No)  Any Clarifications reqd.  Responsibility  Target Date
  A   FEASIBILITY EVALUATION Feasibility factor No                                          Yes   
12345
1 Is Drawing Received for Quote  adequate ?        
2 Can existing raw material be used for new product.        
3 Are all specified tests, methods, equipment and acceptance criteria clearly defined and understood?        
4 Can specified requirements be evaluated by using known inspection techniques?        
5 Has all special characteristics been identified?        
6 Will all product testing be done in house?        
7 If not, is it done by an approved subcontractor ?        
8 Is the specified test sampling size and / or frequency feasible?        
9 Has material characteristics requiring inspection been identified?        
10 Will characteristics be checked in-house?        
11 Is a similar component being manufactured in the plant presently/previous        
12 Is test equipment available?        
13 Can the product be manufactured with available existing external Sources ?        
14 Can we assure for accurate results without any new Training ?        
15 Will outside laboratories be used?        
  16 Has following material requirements been considered:    
(a)Handling?        
(b)Storage?        
  17 Has lists been prepared identifying    
(a)New equipment, Tools, Gauges, Jig & Fixtures etc        
(b)New test equipment?        
18 Has process characteristics been identified?        
19 Were special product characteristics used in determining acceptance criteria?        
20 Has the customer approved the packing specification ?        
21 Do we have capacity for production?        
22 Is price of product known / costing details worked out?        
Feasibility Score0Out of total score of 1200.00%
  B   RISK ANALYSISRisk factor Low                                                                                                          High
12345678910
1 Is it all together a new product or with minor modification of existing products?          
2 Is it for a new ( High) or existing ( Low) customer?          
3 Does it require a new material or material already being used (New Material ( High) / Existing Material( Low))?          
4 Is investment in new machine required (Low / High) ?          
5 In case the enquiry is for a similar existing product, what is the present rejection level (Low / High)?          
Total Risk Factor (out of score of 50)0
Overall Assessment:
a) Design and Manufacturing – Feasible / Not Feasible (> 70 – Feasible)Not Feasible
c) Risk Involved                          – High / Low  (> 30 – High Risk)Low
Over all Comments (if any):
CFT Members:
Signature:Date
Person Name:Designation:
Below section to be filled in by Marketing Department only:
Decision Taken:              Send Quotation / Send Quotation Conditionally / Send Regret Letter / Negotiate with customer for better terms
Signature:Date:
Name:Designation: Director & VP Business Development

8.0 PREMIUM FREIGHT REGISTER

  S.NO  CUSTOMER  PART NAME /PART NO.  P.O NO. AT DATE  SCHEDULED DELIVERY DATEMODE OF TRANSPORT USED TO GET THE MATERIAL ON DUE DATEPREMIUM FREIGHT PAID TO GET THE MATERIAL ON SCHEDULE (EXCESS AMOUNT THAN WHAT IS MENTIONED IN  P.O)  REMARKS
        
        
        
        
        
        
        
        
        
        
        
        
        
        
        
        
 

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