Entity and facility
Request the legal name, facility address and relationship between the contracting supplier and the production or processing site. Check that documents refer to the relevant entity and activity.
Match the assessment to the product
A site assessment should address the product form, grade, standard, dimensions and operations required by the purchase. Identify which entity supplies, manufactures, processes or tests the material, and which activities take place at the proposed facility.
Four areas to confirm
Process and equipment
List the operations needed for the ordered product. Request the relevant equipment identification, process scope and capacity basis; a general workshop photo does not establish a specific product capability.
Testing and traceability
Agree tests, sampling, acceptance criteria and any witness points. Specify how heat or batch identification links the material, markings and test documents.
Packing and shipment
Define packing, protection, bundle or coil identification and shipping marks. Include container or loading checks where they are required by the purchase terms.
Documents to request before the assessment
Select documents relevant to the order and confirm their issuer, scope and validity. Management-system certification does not replace an order-specific material certificate or an agreed inspection report.
Certificate scope & documents- Supplier and facility identification
- Relevant process and equipment records
- Required material certificate and test-report samples
- Inspection plan, acceptance criteria and witness points
- Packing, marking and shipment requirements
Prepare a site assessment request
Provide preferred dates, attendee details, product scope and the checks you want to perform. Agree the site, access permission, safety rules, photography conditions and schedule before booking travel. A request does not confirm access or a visit date.
Assessment guide & checklist- Company and purpose of the assessment
- Products, grades and processes of interest
- Preferred dates and number of visitors
- Third-party inspector and inspection scope, if applicable
- Required documents, samples and reporting format
Include assessment requirements in your enquiry
Send the product specification, quantity and destination together with your assessment or inspection requirements so they can be reviewed with the quotation.
Request a QuoteQuotation checklist
Request a Quote with the details you have
Send the product, dimensions, quantity and destination you know. If the grade, standard or inspection requirements are undecided, include the intended use or a drawing so we can review the requirements with you.