PRE-SOURCING MEETING (PSM) SUMMARY

Program Name: Scope: Supplier Name:

PSM Date: Supplier Manufacturing Location:

Part Number, Revision Level & Date: DUN's #:

Part Description: # of Special Characteristics:

PSM Location:
Inteva Representatives & Contact Information Supplier Representatives & Contact Information
Name Position Phone Email address Name Position Phone Email address
1 Purchasing 1 Program Manager

2 Program Manager 2 Sales

3 Product Engineer 3 Engineering

4 Plant SQE / SQA 4 Plant Logistics

5 APQP 5 Plant Quality

6 Corp AQE / SDE 6 Other

7 PC&L 7

8 Other 8

9 9

10 10

Inteva Program Manager:

Supplier Program Manager:

PPAP Submission Date To Inteva:

Inteva's Post PSM Decision:

If decision is "Proceed - Issue PO" - all PSM action items still require full closure
If decision is "Hold" - requirements to move forward must be identified below
If decision is "Do Not Proceed" - reason(s) to be identified below and communicated to supplier and another option will be pursued

Comments:
 PRE-SOURCING MEETING (PSM) CHECKLIST
Supplier: 0 PSM Date:

SECTION 1 - DESIGN & PRINT CONSIDERATIONS Y N NA Comments / Follow-up Actions Due Date Champion Status
1.1 A Technical Review meeting was completed?
1.2 Any open issues from the Technical Review that must be resolved now?

1.3 The supplier has all drawings and they are to the correct rev level?
1.4 Is this a new design?
1.5 Does supplier have any issues with drawing specifications?
1.6 Is drawing ownership clearly defined?
1.7 Are prototype samples required?
1.8 Are prototype requirements - quantity, quality and delivery understood?
1.9 Does the supplier understand how the part functions? How it is handled in
manufacturing and assembly operations. Mating part considerations?

1.11 Are Special Characteristics (SC's) identified and does the supplier understand
the fit / function of each?

1.12 Does supplier understand Inteva's "change request" submission process?

1.13 Identification, traceability & Inteva's logo requirements on component (location,

size, etc) defined?

1.14 Any issues regarding datums or application of GD&T?

1.15 Specifications: Does the supplier understand all OEM/National/International

Standards/References mentioned on the drawing? Does supplier have access
to these databases and a system in place to regularly update these
requirements?

1.16 Any co-development required? If so, has a contract been finalized?

1.17 As required in the SRM, has a continuance conforming testing plan been
identified and agreed to by Inteva Engineering and the supplier?

Other Review Items:

1.18
1.19
 PRE-SOURCING MEETING (PSM) CHECKLIST
Supplier: 0 PSM Date:
SECTION 2 - MATERIAL & PROCESS SPECIFICATION REVIEW Y N NA Comments / Follow-up Actions Due Date Champion Status
2.1 The following material and process specifications apply:

This should be filled out by Inteva prior to the PSM

2.2 Does the supplier have a copy of all specifications and take no exceptions?

2.3 As per the SRM, has the supplier and Inteva Product Engineering formalized a
continuous conformance testing plan?

2.4 Hardness: full understanding of: area to be checked, hardness scale and any
special fixture(s) required?

2.5 Soundness: full understanding of high vs. low soundness areas and standards
required

2.6 Heat Treat: distortion after HT: will not be an issue?

2.7 Surface Finish: understand paint approval requirements?

2.8 Surface Finish: understand surface finish requirements for machined and "as-
produced" surfaces as well as measurement methods?

2.9 Plating: understand requirements and measurement method?

2.10 Rubber & Plastic - understand material specification including : approved

sources, max % regrind allowed (0% allowed if not specified on drawing),
required temperature and humidity controls, etc?

2.11 When applicable, is supplier (and sub-supplier) compliant to CQI-9, 11, 12, 15 or
17? Have supplier provide copy of the "Cover Sheet" from the latest
assessment (CQI requires annual assessments)

2.12 Are coating requirements understood, including measurement method?

2.13 Does suppiler have a system in place to track part "product and process
change" history?

Other Review Items:

2.14
2.15
 PRE-SOURCING MEETING (PSM) CHECKLIST
Supplier: 0 PSM Date:
SECTION 3 - TOOLING & CAPACITY CONSIDERATIONS Y N NA Comments / Follow-up Actions Due Date Champion Status
Tooling
3.1 Has the supplier received, and agreed to, the Inteva Tooling Manual ?

3.2 Is the Tool Cost Breakdown completed ?

3.3 Are Tools designed and constructed in-house or at external supplier ?

3.4 Is tooling supplier known to Inteva (previous experience)? What is name and
location of tooling supplier?

3.5 Is an audit of the toolmaker required (to be performed by Inteva Tooling

Specialist)?

3.6 Tool designer / manufacturer has no issues with tolerances or material specified?

3.7 For the specific part, has a mould flow or blank/strip analysis been completed?

3.8 Has the mould flow or blank/strip analysis been reviewed by the Inteva Regional
Tooling Specialist? Any issues?

3.9 If no analysis has been completed, has the gate position or blank/strip layout
been agreed to with the Inteva Regional Tooling Specialist?

3.10 Has material shrinkage been considered in the tool design?

3.11 Is the feed position and / or material grain direction acceptable to Inteva?

3.12 Has the supplier submitted tool concept showing feed, parting lines, miss-match
and flatness meet print and process specification ?

3.13 Has tooling design been approved by Inteva Regional Tooling Specialist?
NOTE: approval is mandatory before supplier can cut steel.

3.14 Any secondary operations (burr removal, coining, etc) required ?

3.15 No issues regarding tool ownership/asset identification (Inteva's asset tag)?

3.16 Full Tooling Description:

This should be filled out by Supplier prior to the meeting

Please refer to "Tooling Requirements" worksheet located in this file

3.17 Minimum tooling life warranty (# pcs) = Define if tooling refurbishment in part / price, substituting tool in part / price?
Capacity Considerations - Full process work station to work station
3.18 Constraint Operation =
3.19 Cycle Time =
3.20 Parts / hour =
3.21 Parts / shift =
3.22 # shifts available =
3.23 Daily theoretical capacity =
3.24 Daily nominal capacity =
3.25 Nominal capacity meets Inteva's requirements?

3.26 How will supplier's capacity be verified? (On-site review by Inteva or Run @
Rate reported on PSW)

3.27 If equipment and tooling is not dedicated, what impact does this have on available vs. required
capacity?

3.28 Has the supplier reviewed and optimized its' process parameters? Does
supplier need to perform IIPA (Inteva's Injection Process Audit)?

Other Tooling and Capacity Items:

3.29

3.30
 PRE-SOURCING MEETING (PSM) CHECKLIST
Supplier: 0 PSM Date:

SECTION 4 - PURCHASING & MATERIALS CONSIDERATIONS Y N NA Comments / Follow-up Actions Due Date Champion Status
Purchasing
4.1 The supplier has reviewed the Inteva's Terms & Conditions and has no issues?

4.2 The supplier agrees and understands payment term (tools and parts) ?
4.3 The supplier understands and agrees to the negotiated Incoterms?
4.4 Supplier has responded to RFQ with no commercial exceptions and has
provided a detailed Inteva Part & Tooling cost breakdown?

4.5 Supplier understands and agrees with Inteva's cost reduction

requirements?

4.6 Can supplier provide a preliminary program timing plan that meets Inteva's
requirements?

4.7 Have key Inteva program milestones been communicated to the supplier?

4.8 Agree upon exchange rate base?

Materials, Logistics & Packaging
4.9 Is supplier EDI capable?

4.10 Can supplier send ASN's?

4.11 Does supplier understand Inteva's release system and forms?

4.12 Raw, fab and firm allowance defined?
4.13 What is the delivery frequency?
4.14 Are safety stock requirements agreed (minimum, maximum, consignment)?

4.15 Are raw material and sub-supplier lead times understood?

Complete Description of Proposed Supply Chain:
4.16
This should be filled out by Supplier prior to the meeting

4.17 Does the supplier's shipping label meet the Inteva plant requirements?

4.18 Are packaging requirements understood (container type, size,

quantities, etc.) and does packaging minimize risk of damage to parts?

4.19 Is packaging is included in piece price?

4.20 Supplier has provided a detailed packaging and transportation cost break down?

4.21 Rust prevention requirements understood? MOVE TO 4.15 OR SECTION 2?

Other Purchasing, Materials, Logistics and Packaging Items:
4.22
4.23
 PRE-SOURCING MEETING (PSM) CHECKLIST
Supplier: 0 PSM Date:
SECTION 5 - PPAP Y N NA Comments / Follow-up Actions Due Date Champion Status
5.1 The required PPAP submission level has been communicated to supplier?
5.2 Has the supplier's PPAP contact person been identified?
5.3 Has the Inteva PPAP contact person been identified?
PPAP Checklist

5.4 Has the responsible Inteva PPAP contact person:

1) reviewed the PPAP checklist with the supplier's PPAP contact person?
1) reviewed the PPAP checklist with the supplier's PPAP contact person?
2)
2) informed
informed the
the supplier
supplier as
as to
to how
how the
the PPAP
PPAP is
is to
to be
be submitted
submitted (email,
(email, hard
hard
copy,
copy, etc.)?
both, etc.)?
A multiple
5.5 If complete understanding
Inteva of PPAP
plants are involved insubmission requirements
the PPAP process, must
has Inteva be
provided
achieved!!
the supplier with the proper PPAP requirements and instructions?

A complete understanding of PPAP submission requirements must

be achieved!!
5.6 Does the supplier know the print dimension that corresponds to each Special
Characteristic?

5.7 Does the supplier understand how each Special Characteristic is to be

measured?
Capability study required: Ppk: 30 measurements (per cavity) & Cpk: 125
measurements (per cavity)

5.8 Are specially designed gages needed? Will Inteva gages be duplicated? Will
supplier gages be duplicated? Does Inteva need to provide prints of special
gages ? CMM programs?

5.9 Are the number of samples required for engineering test identified?
Summary of Engineering tests to be conducted:

5.10
This should be filled out by Inteva prior to the meeting

5.11 Total of samples to be submitted for line trial per cavity: identify in measurement
report with the appropriate CC/SC symbol

5.12 PPAP samples, for both dimensional and initial capability study, must be
individually tagged and numbered by cavity

5.13 Are initial process capabilty (Ppk/Cpk) requirements for PPAP, as identified in
the SRM, understood by supplier?

5.14 IMDS/MSDS requirements understood by supplier? ID parent code (75559 or

13110) to use depends on which Inteva plant is being supplied

5.15 Did the supplier develop a formal Early Production Containment (EPC) plan as
required in the SRM?

5.16 When applicable, has the supplier developed & implemented an EPC plan, as
required in fhe SRM?

5.17 Has supplier submited a list of metrology equipment to Inteva's Quality Dept?

5.18 When applicable, supplier agrees to submit the completed CQI-9, 11, 12, 15 or
17 "Cover Sheet" from the annual assessment (that is required by the supplier)
to the Inteva plant quality dept?

5.19 Does supplier understand the PPAP Resubmission Criteria requirements per the
latest edition of the AIAG PPAP manual?

PRIOR to implementing a change, it is the supplier's responsibility to contact the Inteva

plant quality contact and agree to PPAP level submission required + PPAP Release
before starting deliveries

Other PPAP Items:

5.20
5.21
 PRE-SOURCING MEETING (PSM) CHECKLIST
Supplier: 0 PSM Date:
SECTION 6 - QUALITY Y N NA Comments / Follow-up Actions Due Date Champion Status
6.1 Has the "Supplier Team Feasibility Commitment" process been completed?

6.2 Are there any open issues from the "Supplier Team Feasiblity Commitment"
process that must be resolved now?

6.3 Are warranty obligations understood ?

6.4 As identified in the SRM, does supplier meet Inteva's quality system certification
requirement: at a minimum, certified to latest edition of ISO9001 with a plan in
place to become compliant to latest edition of ISO/TS 16949?)

6.5 Is supplier certified to ISO 14001?

6.6 As identified in the SRM, supplier understands that they are completely
responsible for sub-supplier quality. Specific responsibilities must be agreed
upon for any exceptions (consigned material, etc).

6.7 Does the supplier have experience/knowledge of quality issues on similar

products? What was the supplier's action plan ?

6.8 If a "current" supplier, are there any quality, delivery, etc., concerns?

6.9 To support Inteva with respect to timing/quality of the Launch/SOP, does

supplier agree to provide on-site support (such as a resident engineer) at
Inteva?

6.10 Is Inteva's problem notification process (Defective Material Notice or Problem

Case) and requirements, as identified in the SRM (unless otherwise specified by
Inteva Problem Owner), understood by supplier?
- 24 hours for initial response (containment actions)
- 15 days for complete 8D report
- 8D report must include a 5 Why analysis for root cause identification

6.11 Are cost of non-quality charges for DMN's and PC's, as identified in the SRM,
understood by supplier?

6.12 Are record retention requirements, as identified in the SRM, understood by

supplier?

6.13 Are long term capability (Cpk) requirements for SC's, as identified in the SRM,
understood by supplier?

6.14 What is supplier's planned method to gather capability data?

6.15 As identified in the SRM, does the supplier understand that an approved
deviation for any out-of-specification characteristic, must be obtained prior to
PPAP submission or serial delivery ?

6.16 Supplier knows who the end user, OEM is?

6.17 As identified in the SRM, the supplier understands the end user, OEM's
Customer Specific Requirements?

6.18 As required in the SRM, does supplier follow the requirements of the latest
edition of the AIAG reference manuals: PPAP, APQP & Control Plan, FMEA,
MSA and SPC?

6.19 Does supplier have liability insurance?

6.20 After first trial parts and prior to final tool grooming, supplier agrees to send
CMM operator to visit lead Inteva plant to agree to measurement
methodologies. Measurement system instructions to be included in PPAP
package

Other Quality Items:

6.21
6.22
 PRE-SOURCING MEETING (PSM) CHECKLIST
Supplier: 0 PSM Date:
SECTION 7 - MISCELLANEOUS Y N NA Comments / Follow-up Actions Due Date Champion Status
7.1 If required, was a Supplier Capability Assessment (SCA) performed and was the
supplier identified as approved or approved for development?

7.2 As required in the SRM, is supplier compliant to SA8000?

7.3 Supplier is aware of Inteva's compliancy requirements per the EU regulatory

standards: REACH, RoHS and ELV Directive 2000/53/EC? (NOTE: applies to
suppliers shipping product/materials to Inteva plants based in the EU).

7.4 If the supplier currently suppliers product/materials to the EU, is the supplier
compliant to the regulatory standards referenced in 7.3?

7.5 As required in the SRM, does the supplier understand that if the supplier
suspects a safety non-conformance in their product, the supplier will
immediatetly contact their Inteva Buyer?

7.6 As identified in the SRM, if required, is the supplier compliant to the

ISO / IEC 15504 (Automotive SPICE) standard?

IDENTIFY BELOW, ANY ISSUES NOT ADDRESSED IN THE PSM THAT

MUST BE ADDRESSED BEFORE A PO COULD BE ISSUED

7.7

7.8

7.9
 Tooling Information Requirement (Per Tool)
Component Tool Information:

Buyer: Purchasing Program Name: 0

Inteva Lead Plant: Inteva Program Manager:

Product Type or Description:

Product Part / Component Number: Desired Completion Date:

Engineering Drawing Level: Customer PPAP Date:

Tool Information:

Is the tool new or modified? If modified: what is stock quantity before modification?

Full Tool description below:

example: 4 cavity injection mould tool with hot runner feed

Quantity of tools: Quantities of Cavities: Tool Type:

Identification (from Tooling Manual Section 2)

Inteva Products ID Number: Customer ID Number (if any):

Minimum requirements Customer: Component Name: Customer component No.

Closed Height: Ejection Stroke: Tool No:

Tool picture: - JPG format, max. 500 KB ( no PowerPoint, no PDF etc.! ) - ownership tag to be visible in pictures
Open Closed

Tool Location:

Company Name:

Street:

City: Zip code: Country:

Key Contact (s) Name Email Phone Mobile

contact 1:

Contact 2:

Contact 3:
Tool Maker:

Company Name:

Street:

City: Zip code: Country:

Key Contact (s) Name Email Phone Mobile

contact 1:

Contact 2:

Contact 3:

* On receipt of PPAP approval, the supplier is to send a copy of the latest updated tool drawings, on CD, to the respective Inteva Products Tooling Specialist.

Any doubt do not hesitate to check the "Inteva Products

TOOLING MANUAL" to be provided by Buyer
ACRONYM DESCRIPTION
AIAG: Automotive Industry Action Group
APQP : Advanced Product Quality Planning
ASN : Advanced Shipping Notice
Cpk: The capability index for a stable process. It is an indicator of process capabiliity based on
process variation within each subgroup of a set of data
CMM: Coordinate Measuring Machine
CQI: Continuous Quality Improvement (through AIAG)
DMN: Inteva's "Defective Material Notice". A non-conforming notice issued to a supplier who is not
using the the Inteva supplier portal Plex
DUNS #: Dun & Bradstreet
EDI : Electronic Data Interchange
ELV: End of Live Vehicle Directive 2000/53/EC (EU only)
FMEA : Failure Mode Effect and Analysis
GD&T: Geometric Dimensioning and Tolerancing
IIPA: "Inteva Injection Process Audit". Conducted at supplier locations on an "as needed" basis

IMDS: International Material Data System: a collective, computer-based material data system used
primarily by automotive OEMs to manage environmentally relevant aspects of the different
parts used in vehicles
ISO 14001: Specifies the actual requirements for an environmental management system
MSA: Measurement Systems Analysis
MSDS: Material Safety Data Sheet: describes in detail the hazards and safety precautions
associated with chemicals
OEM: Original Equipment Manufacturer
PC&L Inteva's "Production Control and Logistics" function
PPAP: Production Part Approval Process (through AIAG)
Ppk: The performance index. It is an indicator or process performance based on process
variation throughout the full set of data
PSM: Inteva's "Pre-Sourcing Meeting"
PSW: Part Submission Warrant
PC: Inteva's "Problem Case": A non-conforming notice issued to a supplier who is using the the
Inteva supplier portal Plex
REACH: Registration, Evaluation, Authorisation and Restriction of Chemicals (EU only)
RFQ: Request For Quote
ROsH: Directive on the restriction of the use of certain hazardous substances in electrical and
electronic equipment (EU only)
SA8000: Social Accountability international standard
SCA: Inteva's "Supplier Capability Assessment".
SPC: Statistical Process Control
SPICE: Software Process Improvement and Capability Determination. International standard for
software process assessment
SRM: Inteva's "Supplier Requirements Manual"
STFC: Inteva's "Supplier Team Feasibilty Commitment". Submitted by supplier at time of quote.
 LOCATION
http://www.aiag.org

http://www.aiag.org/staticcontent/education/index.cfm?section=training&mtype=clss

http://eur-lex.europa.eu/LexUriServ/LexUriServ.do?uri=CONSLEG:2000L0053:20050701:EN:PDF

http://www.mdsystem.com
http://www.iso14000-iso14001-environmental-management.com/

http://echa.europa.eu/

http://www.rohs.gov.uk/
http://www.sa-intl.org

http://automotivespice.com
Revision History Change

August '10 Revision 0 Pre-Award_Meeting_September (tooling details).xls

September 21st, 2010 Revision 1 PAM Overview

PAM Checklist

SQSR Concurrence Template

Tooling Requirements
Appendix Logistics table
Acronym List
October 4th, 2010 Revision 2 Document History
November 11th, 2010 Revision 3 All
SQSR Concurrence Template
SQSR Concurrence Template

PAM Checklist
January 10th, 2011 Revision 4 PAM Checklist

January 31st, 2011 Revision 5 All file

July 5, 2011 Revision 6 All file

Prepared

Brian T. Allen
Supplier Development Manager, Americas
July 29, 2011

Printed copies and stored documents only for reference

What Where
Creation
Change: * PDF copy to be stored in the Amsterdam Hard Drive
"Z:Procurement Public\Customer Projects\...." instead of providing D40
copy to Suzanne
Change:
- will be automatically shared with
2.13
:
- will be available upon request with
Change:
- Has tooling design been approved by Inteva Products Regional
Tooling Specialist?
With: 3.13
- Has tooling design been approved by Inteva Products Regional
Tooling Specialist? NOTE: approval is mandatory before supplier
can cut steel.
none
Spread
added September
sheet
none
none
checked update
Change Body Systems reference to Inteva Products all
Removed link storage "SQSR" F3
Replaced section 2.30 Supplier Scorecard with SA8000
A-B 30
requirements
Inteva Products Tooling Manual PDF removed as not Inteva
L152
Products version
Added GTS 00833 reference B87
Cells size can be modified to increase text capacity.
revised cell protection to permit adding columns, cells, resize,
all
format, etc.

Changed process name to from Pre-Award Meeting to Pre-

Sourcing Meeting (took out all references to Pre-Award Meeting).
Removed SQSR Concurrence Template worksheet (did not replace
as this is covered in the "Inteva Supplier Team Feasibility all
Commitment" process). Removed "Appendix Logistics Table" (not
applicable). Made numerous changes to existing questions,
deleted and added questions. Updated Acronyms worksheet

Approved

Drumm Mitchell
Director of Supplier Quality

Signature on File
July 29, 2011
Why

Each one to maintain files

rewording as not implies supplier to forward but to submit under

requirement

rewording to permit same understanding

Reflects VW requirement

--

- updating requirements regarding plastic processing

- increased in order to extend explanations.
- not enough space for comments.

Changes required due to Inteva Purchase of ArvinMeritor Body

Systems with the PSM representing a common, standardized process
for Inteva