CSV checklist · Version 1.0
Vendor handoff checklist
- Use during
- Vendor onboarding, a vendor change, a prototype-to-production transfer, or a return to the internal team.
- What it’s for
- Confirms the current files, scope, quality expectations, commercial context, contacts, and change process moving with the work.
- How to use it
- Complete it with the receiving party, link the exact package revisions, assign owners, and obtain acknowledgment before work starts.
Document preview
26 rows · actual CSV| Section | Check | Required? | Status | Evidence or file link | Owner | Due date | Notes |
|---|---|---|---|---|---|---|---|
| Package identity | Project or work-package name | ||||||
| Package identity | Issue date and package revision | ||||||
| Package identity | Internal owner and vendor contact | ||||||
| Package identity | Manifest of every included file and revision | ||||||
| Package identity | Superseded material separated from current package | ||||||
| Technical | Native CAD included where appropriate | ||||||
| Technical | Neutral and human-readable exports included | ||||||
| Technical | Drawings BOM materials finishes and units checked | ||||||
| Technical | Critical tolerances and features identified | ||||||
| Technical | Approved substitutions and deviations recorded | ||||||
| Quality | Inspection and acceptance requirements included | ||||||
| Quality | Traceability and documentation requirements included | ||||||
| Quality | Known risks and prior sample results included | ||||||
| Commercial | Purchase order and quote version matched | ||||||
| Commercial | Quantities destination and requested dates confirmed | ||||||
| Commercial | Tooling fixture and ownership terms recorded | ||||||
| Confidentiality | Agreement and permitted sharing purpose recorded | ||||||
| Communication | Decision owner and escalation path named | ||||||
| Communication | Question and response process agreed | ||||||
| Change control | Who may authorize a change is named | ||||||
| Change control | New-package issue process agreed | ||||||
| Receipt | Vendor acknowledged exact package identifier | ||||||
| Receipt | Vendor listed exceptions before starting | ||||||
| Closeout | Delivered items inspection deviations and final files recorded | ||||||
| Closeout | Tooling status lessons and next handoff recorded | ||||||