Technical Review Checklist Please arrive at your
NS
Published · 12 slides · 0 views
1 / 1
Description
Technical Review Checklist Please arrive at your Technical Review ready to present and discuss all the following information. The material in this presentation is a guide for a Technical Review do not use this template in your
Related Topics
Share
Embed code
Download this presentation From Below
"Technical Review Checklist Please arrive at your" is the property of its rightful owner. Permission is granted to download and print the materials on this website for personal, non-commercial use only, and to display it on your personal computer provided you do not modify the materials and that you retain all copyright notices contained in the materials. By downloading content from our website, you accept the terms of this agreement.
Presentation Transcript
01
Technical Review Checklist Please arrive at your Technical Review ready to present and discuss all the following information.
The material in this presentation is a guide for a Technical Review – do not use this template in your presentation.<br>
The material in this presentation is a guide for a Technical Review – do not use this template in your presentation.<br>
02
Agenda Company Overview (Limited to 10 minutes)
Product design / Manufacturability
Manufacturing
Quality
Packaging and Logistics
Commercial
Questions / Clarifications
New Supplier Information AT-1927-13 Revised 07/12/2022<br>
Product design / Manufacturability
Manufacturing
Quality
Packaging and Logistics
Commercial
Questions / Clarifications
New Supplier Information AT-1927-13 Revised 07/12/2022<br>
03
Company Overview Commercial Overview of Company (Please limit to 10 minutes)
Resource Plan
Total corporate organization chart clearly identifying the resources allocated for each particular program quoted
Investment in production technology and equipment as a % of sales last year
Other customers, main suppliers, outsourced processes
Program Timing Plan
Microsoft Project, or excel timing template acceptable
AT-1927-02 available on Allison Transmission Extranet, Supplier Forms
Please define critical milestone and delivery dates
Launches planned in next 5 years at manufacturing site.
Unigraphics compliance and data communication process between Allison, your company and Tiered suppliers
Program management and change management system
Summarize the key technology, concept or strategy on which your business is based
If you are a prospective supplier:
Please show similar products currently produced to review during tech review
Please work with your Commodity Manager to schedule a supplier introductory meeting (Reference backup slide 12)
Quality Certifications of organization and manufacturing facility AT-1927-13 Revised 07/12/2022<br>
Resource Plan
Total corporate organization chart clearly identifying the resources allocated for each particular program quoted
Investment in production technology and equipment as a % of sales last year
Other customers, main suppliers, outsourced processes
Program Timing Plan
Microsoft Project, or excel timing template acceptable
AT-1927-02 available on Allison Transmission Extranet, Supplier Forms
Please define critical milestone and delivery dates
Launches planned in next 5 years at manufacturing site.
Unigraphics compliance and data communication process between Allison, your company and Tiered suppliers
Program management and change management system
Summarize the key technology, concept or strategy on which your business is based
If you are a prospective supplier:
Please show similar products currently produced to review during tech review
Please work with your Commodity Manager to schedule a supplier introductory meeting (Reference backup slide 12)
Quality Certifications of organization and manufacturing facility AT-1927-13 Revised 07/12/2022<br>
04
Product Design / Manufacturability Product description
Bill of Materials
Illustrations, Exploded Views, etc. (New connectors, routing channels, etc.)
Ensure flow chart for manufacturing process is production intent for the parts being reviewed
Technologies used
Itemize quote assumptions and exceptions to prints and Component Technical Specs
Review print dimensions & special specifications that are called out
Review details of material specification
Review any alternative design proposals being considered
Design & Process Validation Plan if design responsible
Analysis, design and validation plan
If not design responsible, Allison to review DVP&R with supplier
Testing/validation facilities and capabilities
Leak test
Functional test
Math Data capability – Unigraphics compliance
If other model format is used, please request preferred file type
Supplier Proposals to Improve Cost, Weight and Quality not constrained by Allison Mandatory Requirements AT-1927-13 Revised 07/12/2022<br>
Bill of Materials
Illustrations, Exploded Views, etc. (New connectors, routing channels, etc.)
Ensure flow chart for manufacturing process is production intent for the parts being reviewed
Technologies used
Itemize quote assumptions and exceptions to prints and Component Technical Specs
Review print dimensions & special specifications that are called out
Review details of material specification
Review any alternative design proposals being considered
Design & Process Validation Plan if design responsible
Analysis, design and validation plan
If not design responsible, Allison to review DVP&R with supplier
Testing/validation facilities and capabilities
Leak test
Functional test
Math Data capability – Unigraphics compliance
If other model format is used, please request preferred file type
Supplier Proposals to Improve Cost, Weight and Quality not constrained by Allison Mandatory Requirements AT-1927-13 Revised 07/12/2022<br>
05
Manufacturing Follow the outline on the next page for molding/machined castings if applicable; if not follow a similar format for the commodity being quoted
List the critical tolerances for the components being quoted & what is the proposed inspection method
Provide examples of similar parts and tolerances your facility currently produces with the historical CpK values for those dimensions
If any operations will be outsourced provide the company names that will conduct the outsourced operation AT-1927-13 Revised 07/12/2022<br>
List the critical tolerances for the components being quoted & what is the proposed inspection method
Provide examples of similar parts and tolerances your facility currently produces with the historical CpK values for those dimensions
If any operations will be outsourced provide the company names that will conduct the outsourced operation AT-1927-13 Revised 07/12/2022<br>
06
Manufacturing-Molding/Machined Casting Example Part Number-specific Process Flow Including:
Detailed Process flow with emphasis on highlighting key characteristics performed at each operation
Highlighted datum structures referencing ATI blueprint at each operation
Manufacturing location, plant w/duns code, capacity, plant layout, manufacturing process validation plan
Equipment brand, model, year, size
Core Process – equipment brand, model, year, size, estimated cycle time
Molding Process – equipment brand, model, year, size, estimated cycle time
Flow modeling / simulation – scans can be used for part verification and/or PPAP
Verify print tolerances can be met
Special Manufacturing Techniques
Special Tooling – material, size, patterns per mold, gating & riser locations
Special Gauging – frequency, measurement equipment, measurement method
Special Containment Procedures – (GP-12)
Special Testing
Error Proofing/Detection with emphasis on pass-thru characteristics
Estimated cycle time with capacity and capability verification (AT-1960-A to be used)
Features/dimensions machined – emphasis on special characteristics
Clamp and fixture location
Part loading and unloading AT-1927-13 Revised 07/12/2022<br>
Detailed Process flow with emphasis on highlighting key characteristics performed at each operation
Highlighted datum structures referencing ATI blueprint at each operation
Manufacturing location, plant w/duns code, capacity, plant layout, manufacturing process validation plan
Equipment brand, model, year, size
Core Process – equipment brand, model, year, size, estimated cycle time
Molding Process – equipment brand, model, year, size, estimated cycle time
Flow modeling / simulation – scans can be used for part verification and/or PPAP
Verify print tolerances can be met
Special Manufacturing Techniques
Special Tooling – material, size, patterns per mold, gating & riser locations
Special Gauging – frequency, measurement equipment, measurement method
Special Containment Procedures – (GP-12)
Special Testing
Error Proofing/Detection with emphasis on pass-thru characteristics
Estimated cycle time with capacity and capability verification (AT-1960-A to be used)
Features/dimensions machined – emphasis on special characteristics
Clamp and fixture location
Part loading and unloading AT-1927-13 Revised 07/12/2022<br>
07
Quality Quality metrics
Internal PPM (Parts per million), External PPM, Scrap %
Internal and External PPM reduction plan per year for the last 5 years
Delivery performance
Certifications (i.e.. IATF16949, QS, ISO, EAR…)
APQP (Advance Product Quality Planning)
Typical traceability plan
Provide quality control process and tools through development and production
Preliminary PFMEA / Control Plan (a representative PFMEA / Control Plan may be used if part-specific not available)
Provide capability data on similar parts
Provide plan to address or status on open action items from Potential Supplier Assessment (New Suppliers)
Training Program
Describe the operator training or certification program
Describe how critical operations are identified and method to ensure that only trained or certified operators are used
Customer Returns Process
Describe process used to manage the problem-solving activities on suspected non-conforming parts reported by ATI
Include the organizational structure that manages and executes the returns process
Lessons Learned from product audits, customer returns, scrap and rework (If not current supplier for part, Allison SQE to provide)
Describe how Lessons Learned are captured and integrated into new designs or applicable current product lines
Prevention of historical SQNs, Allison CPIT/IRT issues
At a minimum include front page from 8-steps
Review any questions from Supplier Quality Manual
Review ability to submit an IMDS declaration before PPAP
Request and review ATI best practices
Best practices to be obtained from ATI SQE. AT-1927-13 Revised 07/12/2022<br>
Internal PPM (Parts per million), External PPM, Scrap %
Internal and External PPM reduction plan per year for the last 5 years
Delivery performance
Certifications (i.e.. IATF16949, QS, ISO, EAR…)
APQP (Advance Product Quality Planning)
Typical traceability plan
Provide quality control process and tools through development and production
Preliminary PFMEA / Control Plan (a representative PFMEA / Control Plan may be used if part-specific not available)
Provide capability data on similar parts
Provide plan to address or status on open action items from Potential Supplier Assessment (New Suppliers)
Training Program
Describe the operator training or certification program
Describe how critical operations are identified and method to ensure that only trained or certified operators are used
Customer Returns Process
Describe process used to manage the problem-solving activities on suspected non-conforming parts reported by ATI
Include the organizational structure that manages and executes the returns process
Lessons Learned from product audits, customer returns, scrap and rework (If not current supplier for part, Allison SQE to provide)
Describe how Lessons Learned are captured and integrated into new designs or applicable current product lines
Prevention of historical SQNs, Allison CPIT/IRT issues
At a minimum include front page from 8-steps
Review any questions from Supplier Quality Manual
Review ability to submit an IMDS declaration before PPAP
Request and review ATI best practices
Best practices to be obtained from ATI SQE. AT-1927-13 Revised 07/12/2022<br>
08
Packing and Logistics Anticipated packaging design (AT-1703)
If returnable, ATI to provide AT-1703 & Supplier to confirm acceptance
Need to understand alternate expendable packaging plan on parts where returnable containers are planned in case we get into a situation where we need to use an alternate pack plan
Provide detail costs for returnable and expendable packaging designs
If expendable packaging is used, ensure packaging dimensions are provided in AT-1703
ATI Standard Incoterms by region:
United States Domestic / International: FOB
Canada: EXW
International Suppliers provide the warehouse name, address, and ship container load that was quoted
Ship from address
Make sure vendor codes, or actual ship from locations are listed if different than manufacturing facility
Review AT-1700 & AT-1724 and provide a list of any questions or exceptions
Specify the Tariff classification
Free trade zone location
Review Transportation and Routing instructions
C-TPAT Certification (If available) AT-1927-13 Revised 07/12/2022<br>
If returnable, ATI to provide AT-1703 & Supplier to confirm acceptance
Need to understand alternate expendable packaging plan on parts where returnable containers are planned in case we get into a situation where we need to use an alternate pack plan
Provide detail costs for returnable and expendable packaging designs
If expendable packaging is used, ensure packaging dimensions are provided in AT-1703
ATI Standard Incoterms by region:
United States Domestic / International: FOB
Canada: EXW
International Suppliers provide the warehouse name, address, and ship container load that was quoted
Ship from address
Make sure vendor codes, or actual ship from locations are listed if different than manufacturing facility
Review AT-1700 & AT-1724 and provide a list of any questions or exceptions
Specify the Tariff classification
Free trade zone location
Review Transportation and Routing instructions
C-TPAT Certification (If available) AT-1927-13 Revised 07/12/2022<br>
09
Provide and review:
Completed Cost Breakdown sheets (AT-1804, AT-1810 documents) all operations must be broken down on AT-1804
If quoting with an index tracked raw material, please list the index and base quoted
Letterhead Quote
If applicable, list quote expiration date
Tooling cost, capacity & line-ups
ATI standard tooling terms and conditions are 100% paid after PPAP approval
If quoting internationally VAT to be included in tooling quote and listed on AT-1810
Minimum order quantities
Payment terms
ATI standard domestic payment terms are Net 60
If quoting globally, please ask CM for ATI standard payment term for region
Metal market program
If quoting with an index tracked raw material, please list the index and base quoted
List of your potential Tiered Suppliers and the selection criteria used
Explain how tiered suppliers will meet capacity requirements
Review long term plan for potential tiered operations Commercial AT-1927-13 Revised 07/12/2022<br>
Completed Cost Breakdown sheets (AT-1804, AT-1810 documents) all operations must be broken down on AT-1804
If quoting with an index tracked raw material, please list the index and base quoted
Letterhead Quote
If applicable, list quote expiration date
Tooling cost, capacity & line-ups
ATI standard tooling terms and conditions are 100% paid after PPAP approval
If quoting internationally VAT to be included in tooling quote and listed on AT-1810
Minimum order quantities
Payment terms
ATI standard domestic payment terms are Net 60
If quoting globally, please ask CM for ATI standard payment term for region
Metal market program
If quoting with an index tracked raw material, please list the index and base quoted
List of your potential Tiered Suppliers and the selection criteria used
Explain how tiered suppliers will meet capacity requirements
Review long term plan for potential tiered operations Commercial AT-1927-13 Revised 07/12/2022<br>
10
Questions / Clarifications Supplier to recap action items, assign owners & dates
Please use AT-1927-05 to capture open issues/questions
Commodity Manager to define next steps AT-1927-13 Revised 06/22/2022<br>
Please use AT-1927-05 to capture open issues/questions
Commodity Manager to define next steps AT-1927-13 Revised 06/22/2022<br>
11
Required Forms AT-1804_1810-Piece Cost & Production Tooling Cost Breakdowns
AT-1927-02 Timing Chart or other Detailed Timing chart
AT-1927 Supplier Quality Manual
AT-1927-04 Required Quality Info
AT-1927-05 Open Issues
AT-1927-19 Mfg. Feasibility Letter
AT-1703-Container or Packaging Assumption
AT-1960-A Run at Rate Summary (Enter LCR and Calculated SCR)
Certifications (i.e., IATF16949, QS, ISO, EAR…)
Supplier Quality Best Practices
*All forms are to be filled out completely and submitted before Technical Review. Except for Supplier Quality Best Practices (provided by SQE), all forms may be located on www.allisontransmission.com in Suppliers/Supplier Forms AT-1927-13 Revised 06/22/2022<br>
AT-1927-02 Timing Chart or other Detailed Timing chart
AT-1927 Supplier Quality Manual
AT-1927-04 Required Quality Info
AT-1927-05 Open Issues
AT-1927-19 Mfg. Feasibility Letter
AT-1703-Container or Packaging Assumption
AT-1960-A Run at Rate Summary (Enter LCR and Calculated SCR)
Certifications (i.e., IATF16949, QS, ISO, EAR…)
Supplier Quality Best Practices
*All forms are to be filled out completely and submitted before Technical Review. Except for Supplier Quality Best Practices (provided by SQE), all forms may be located on www.allisontransmission.com in Suppliers/Supplier Forms AT-1927-13 Revised 06/22/2022<br>
12
New Supplier Agenda for Introductory Meeting<br>