RFQ Order Review

• This contract review form is intended to be completed before submitting a quote, preferably in one sitting with the Quotations Engineer and a member of each of the teams listed: Engineering, Quality, Purchasing, and Commercial. The completed form should be saved as a PDF and stored in the matching RFQ folder.

• Conducted on

  Date

• Customer

• Customer Account Manager

• Top Level Part Number & Revision

• RFQ Number

• Product Description

• Image of Product

  Media

• What Catagory or Type of order is this?

  EXTEN

  ECNP

  NCNP

Level 1 Contract Review for EXTEN Orders

Product Sumary

• Are there any Sub-Con Operations Required?

  Yes

  No

• Detail the required subcon processes

• Do we have experience or suppliers for this type of subcon operation?

  Yes

  No

Commerical/Finance

• Customer Contact (Name)

• Date RFQ was received?

  Date

• Desired Quantity?

• Is this a one-off order?

  Yes

  No

• How long does the contract/order cover? (Months)

• Sell Price (£)

• Material Cost (£)

• Labour (Hrs)

• Gross Profit

• Gross Margin (%)

• COGS Figure (%)

• Has the RFQ been added to Epicor?

  Yes

  No

• Is the Account still live?

  Yes

  No

• What is the Account Status?

  Safe

  At Risk

Engineering

• Is the MDP from the customer complete and understood?

  Yes

  No

• Is the information complete enough to quote?

  Yes

  No

• Does the MDP from the customer match the RFQ (Revisions)

  Yes

  No

• Are there any concerns or risks technically with the product?

  Yes

  No

• Have we identified NRE cost requirements? e.g Tooling & Equipment

  Yes

  No

  N/A

Health & Safety

• Is there any process identified that requires a risk assessment making or updating?

  Yes

  No

  N/A

• Does this product use any COSHH Regulated substances?

  Yes

  No

• Is this product RoHS compliant?

  Yes

  No

• Is the product leaded?

  Yes

  No

Purchasing

• Are there any free issue parts?

  Yes

  No

• Are there any parts to be bought from the customer?

  Yes

  No

• Are there any obsolete parts?

  Yes

  No

• Have we found alternatives?

  Select Yes No

  • Yes
  • No

• Has the customer accepted alternatives?

  Yes

  No

• Are we using a kitting house?

  Yes

  No

• Longest Lead time drivers (Top 3)

Quality

• Is customer-specific refresher training required?

  Yes

  No

• Does the customer require a FAIR?

  Yes

  No

• Do we need to audit any third-party suppliers?

  Yes

  No

Level 2: Contract Review for ECNP Orders

Product Sumary

• What operations does this product require?

  Select SMD Conventional Box Build Conformal Coating Potting In-House Programming Functional Testing Flying Probe 3D AOI Selective Solder

  • SMD
  • Conventional
  • Box Build
  • Conformal Coating
  • Potting
  • In-House Programming
  • Functional Testing
  • Flying Probe
  • 3D AOI
  • Selective Solder

• Are there any Sub-Con Operations Required?

  Yes

  No

• Detail the required subcon processes

• Do we have experience or suppliers for this type of subcon operation?

  Yes

  No

• Are there any operations that are new to KEL?

  Yes

  No

• Detail the Operation

Commerical/Finance

• Customer Contact (Name)

• Date RFQ was received?

  Date

• Desired Quantity?

• Is this a one-off order?

  Yes

  No

• How long does the contract/order cover? (Months)

• Sell Price (£)

• Material Cost (£)

• Labour (Hrs)

• Gross Profit

• Gross Margin (%)

• COGS Figure (%)

• Has the RFQ been added to Epicor?

  Yes

  No

• Is the Account still live?

  Yes

  No

• What is the Account Status?

  Safe

  At Risk

Engineering

• Is the MDP from the customer complete and understood?

  Yes

  No

• Is the information complete enough to quote?

  Yes

  No

• Does the MDP from the customer match the RFQ (Revisions)

  Yes

  No

• Are there any concerns or risks technically with the product?

  Yes

  No

• Detail the Technical Risks

  Select Quality Standards New Processes New Equipment Customer Expectations Lead Times

  • Quality Standards
  • New Processes
  • New Equipment
  • Customer Expectations
  • Lead Times

• Is KEL still capable of manufacturing this product?

  Yes

  No

• Is Function Testing Required?

  Yes

  No

• Is the customer sourcing equipment?

  Yes

  No

  N/A

• Is the functional test understood and is KEL capable?

  Yes

  No

• Have we agreed on panelisation format?

  Yes

  No

  N/A

• Are better quality files types required? E.g. ODB/CAD

  Yes

  No

• Is there any Purchasing NRE cost requirements? e.g Dies/Patterns

  Yes

  No

• What's the ROM Cost?

• Is there any Major Manufacturing NRE cost requirements?

  Yes

  No

• Select Manufacturing NRE's

  Transport Tooling

  Stencil

  Press Fit Tooling

  PCBA Tooling

• What's the ROM Cost?

• Is there any CAPEX cost requirements?

  Yes

  No

• What's the ROM Cost?

Health & Safety

• Is there any process identified that requires a risk assessment making or updating?

  Yes

  No

• Does this product use any COSHH Regulated substances?

  Yes

  No

• Is this product RoHS compliant?

  Yes

  No

• Is the product leaded?

  Yes

  No

Purchasing

• Are there any free issue parts?

  Yes

  No

• Are there any mandated suppliers?

  Yes

  No

• Are there any parts to be bought from the customer?

  Yes

  No

• Are there any obsolete parts?

  Yes

  No

• Have we found alternatives?

  Select Yes No

  • Yes
  • No

• Has the customer accepted alternatives?

  Yes

  No

• Are we using a kitting house?

  Yes

  No

• Do any supplied parts require a FAIR?

  Yes

  No

• What are the lead time drivers (Top 3 - in weeks)

Quality

• Is customer-specific refresher training required?

  Yes

  No

• Does the customer require a FAIR?

  Yes

  No

• Do we need to audit any third-party suppliers?

  Yes

  No

Level 3: Contract Review for NCNP Orders

Product Sumary

• What operations does this product require?

  Select SMD Conventional Box Build Conformal Coating Potting In-House Programming Functional Testing Flying Probe 3D AOI Selective Solder

  • SMD
  • Conventional
  • Box Build
  • Conformal Coating
  • Potting
  • In-House Programming
  • Functional Testing
  • Flying Probe
  • 3D AOI
  • Selective Solder

• Designate the Customers Sector

  Select Aerospace Life Sciences Military Rail Automotive Medical Marine

  • Aerospace
  • Life Sciences
  • Military
  • Rail
  • Automotive
  • Medical
  • Marine

• Are there any Sub-Con Operations Required?

  Yes

  No

• Detail the required subcon processes

• Do we have experience or suppliers for this type of subcon operation?

  Yes

  No

• Are there any operations that are new to KEL?

  Yes

  No

• Detail the Operation

Commerical/Finance

• Customer Contact (Name)

• Date RFQ was received?

  Date

• Is this a one-off order?

  Yes

  No

• How long does the contract/order cover? (Months)

• Desired Quantity?

• Are we shipping this as one top level part number?

  Yes

  No

• Sell Price (£)

• Material Cost (£)

• Labour (Hrs)

• Gross Profit

• Gross Margin (%)

• COGS Figure (%)

• Please add a copy of the sales breakdown including price and margins for all boards

• Has the RFQ been added to Epicor?

  Yes

  No

• Customer Credit Check Completed?

  Yes

  No

• Is it satisfactory?

  Safe

  At Risk

• Based on delivery profile and pricing, what would the maximum credit exposure be?

• Based on the credit check, are we happy with this level of exposure?

  Safe

  At Risk

• Examples of limiting exposure include but are not limited to Proforma, Deposit, Reduced payment terms.

Engineering

• Is the MDP from the customer complete and understood?

  Yes

  No

• Is the information complete enough to quote?

  Yes

  No

• Does the MDP from the customer match the RFQ (Revisions)

  Yes

  No

• Are there any concerns or risks technically with the product?

  Yes

  No

• Detail the Technical Risks

  Select Quality Standards New Processes New Equipment Customer Expectations Lead Times

  • Quality Standards
  • New Processes
  • New Equipment
  • Customer Expectations
  • Lead Times

• Is KEL still capable of manufacturing this product?

  Yes

  No

• Is Function Testing Required?

  Yes

  No

• Is the customer sourcing equipment?

  Yes

  No

  N/A

• Is the functional test understood and is KEL capable?

  Yes

  No

• Have we agreed on panelisation format?

  Yes

  No

  N/A

• What did we agree?

• Are better quality files types required? E.g. ODB/CAD

  Yes

  No

• Is there any Purchasing NRE cost requirements? e.g Dies/Patterns

  Yes

  No

• What's the ROM Cost?

• Is there any Major Manufacturing NRE cost requirements?

  Yes

  No

• What's the ROM Cost?

• Is there any CAPEX cost requirements?

  Yes

  No

• What's the ROM Cost?

Health & Safety

• Is there any process identified that requires a risk assessment?

  Yes

  No

• Does this product use any COSHH Regulated substances?

  Yes

  No

• Is this product RoHS compliant?

  Yes

  No

• Is the product leaded?

  Yes

  No

Purchasing

• Are there any free issue parts?

  Yes

  No

• Are there any mandated suppliers?

  Yes

  No

• Are there any parts to be bought from the customer?

  Yes

  No

• Are there any obsolete parts?

  Yes

  No

• Have we found alternatives?

  Select Yes No

  • Yes
  • No

• Has the customer accepted alternatives?

  Yes

  No

• Do any supplied parts require a FAIR?

  Yes

  No

• Are we using a kitting house?

  Yes

  No

• What are the lead time drivers (Top 3 - in weeks)

Quality

• Does the customer require specific serialisation (Alternative)?

  Yes

  No

• Does the customer require component traceability?

  Yes

  No

• Is there any customer-specific quality standards?

  Yes

  No

• Will this require internal or external training?

  Yes

  No

• What IPC Class is required?

  IPC Class 1

  IPC Class 2

  IPC Class 3

• Does the customer have any new to KEL Quality Requirements?

• Does the customer require a FAIR?

  Yes

  No

• Do we need to audit any third-party suppliers?

  Yes

  No

• The following signatures are to be completed, when all are in agreement, that there are no major issues or omissions that would stop KEL from quoting for the above RFQ.

• Commercial Sign Off

  Sign

• Technical Sign Off

  Sign

• Purchasing Sign Off

  Sign

• If the RFQ is over £500k in value, a director is required for sign off below:

• Director Sign Off

  Sign