| Material and grade control | Confirm the foundry can produce the specified gray or ductile iron grade and control chemistry, microstructure, and mechanical properties. | Request a sample material test report and confirm the applicable specification, such as EN 1561 for gray cast iron, EN 1563 for spheroidal graphite cast iron, ASTM A48/A48M for gray iron, or ASTM A536 for ductile iron. | 1 = grade unclear 3 = reports available 5 = repeatable, traceable results |
| Casting process fit | Match the production process to part geometry, required surface quality, batch size, and tooling budget. | Ask whether the proposed route is green-sand, resin-bonded sand, shell molding, or another suitable process, and request an explanation of its trade-offs for the actual part. | 1 = no process rationale 3 = suitable route proposed 5 = route supported by trials |
| Dimensional capability | Check that critical dimensions, datum features, machining allowances, and drawing tolerances are understood before tooling approval. | Request a dimensional inspection report from a representative casting. ISO 8062-3 provides a system of dimensional tolerance grades for castings; the appropriate grade depends on the process, size, and drawing requirements. | 1 = no inspection plan 3 = critical features checked 5 = documented capability and corrective action |
| Defect prevention and inspection | Review controls for shrinkage, porosity, inclusions, sand-related defects, and other risks relevant to the part. | Ask for the control plan and sample records. Where required by the drawing or application, verify access to suitable non-destructive testing, such as radiographic or magnetic-particle testing, and agree acceptance criteria in advance. | 1 = visual checks only 3 = risk-based checks 5 = agreed, traceable inspection plan |
| Pattern and tooling management | Confirm who owns the pattern, how it is stored and maintained, and how revisions are controlled. | Request a tooling agreement covering ownership, maintenance responsibility, identification, revision history, and access or transfer arrangements. | 1 = terms not defined 3 = written terms 5 = controlled records and clear ownership |
| Machining and finishing | Determine whether the supplier can deliver as-cast parts, machined parts, or complete components while protecting functional features. | Review machining capability, fixture and datum plans, surface-finish requirements, dimensional reports, and the proposed method for preventing corrosion during packing and shipment. | 1 = capability unverified 3 = sample evidence available 5 = integrated, documented process |
| Quality system and traceability | Check how production lots, material heats, inspection results, nonconformances, and corrective actions are recorded. | Review the current quality-management certificate and its scope, where applicable, but also assess actual production records. A certificate alone does not establish that a specific casting meets its requirements. | 1 = limited records 3 = lot-level traceability 5 = complete, retrievable records |
| Production capacity and delivery | Check available melting, molding, finishing, machining, and inspection capacity against forecast demand and required lead time. | Request a capacity and production schedule for the relevant part family, including tooling lead time, sample approval, batch size, peak-load assumptions, and contingency arrangements. | 1 = no capacity evidence 3 = schedule provided 5 = capacity demonstrated and monitored |
| Quotation and total cost | Compare the complete commercial scope rather than unit price alone. | Check whether the quotation identifies material grade, process, tooling, sampling, testing, machining, packaging, delivery terms, and charges for engineering changes or rework. | 1 = scope unclear 3 = major costs itemized 5 = assumptions and exclusions explicit |
| Sample approval and ongoing control | Ensure the initial sample process demonstrates that the production route can meet agreed requirements and that later changes are controlled. | Agree sample quantity, inspection scope, approval criteria, and change-notification requirements before ordering. Confirm how process, material, or tooling changes will be reviewed. | 1 = informal approval 3 = documented sample review 5 = formal approval and change control |