# PCBA Quote Data Package Completeness Checklist > Source: https://netray.co/tools/pcba-quote-data-package-completeness-checklist > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer A checklist of the design, BOM, assembly, test, commercial and compliance data an EMS provider needs before it can quote a PCBA without padding for unknowns. ## Category quality ## Industry Electronics Manufacturing ## Audience - EMS estimator - Sales engineer - Procurement ## Tool **Kind:** checklist **Groups:** #### Fabrication data **Items:** **Text:** Gerber or ODB++ files for all layers, drill and outline, with a revision matching the BOM **Critical:** true **Text:** Fabrication drawing with stackup, material, copper weight, finish and tolerance notes **Critical:** true Netlist or IPC-356 file available for bare board test Controlled impedance requirements and coupon needs stated Panelization requirement or approval for the assembler to propose an array Solder mask, silkscreen and finish (HASL, ENIG, OSP) specified #### Bill of materials **Items:** **Text:** BOM in native spreadsheet or CSV with quantity, reference designators, manufacturer and MPN on every line **Critical:** true **Text:** Approved alternates listed or a statement that no substitutions are allowed **Critical:** true DNP and optional lines clearly marked Long lead, obsolete, or single source parts flagged Customer supplied (consigned) parts identified with quantities and delivery dates Traceability needs for lot or date codes stated Counterfeit avoidance requirements, if any, stated (franchised or authorized sources only) #### Assembly information **Items:** **Text:** Centroid or pick-and-place file with X, Y, rotation and side for every part **Critical:** true **Text:** Assembly drawing with polarity, orientation and special instructions **Critical:** true Through-hole, press-fit and manual assembly operations identified Selective solder, wave solder or hand solder preferences noted Conformal coating, potting, underfill or adhesive requirements, with masks Programming or firmware loading needs, with files and method **Text:** Workmanship standard stated (IPC-A-610 Class 2 or 3, J-STD-001) **Critical:** true Lead-free, RoHS or tin-lead requirement stated #### Test and inspection **Items:** Required inspection stated (AOI, X-ray for BGA/QFN, first article) Test method defined: ICT, flying probe, functional or none Test procedure, fixtures and fixture ownership defined Test pass criteria and data retention requirements Burn-in, ESS or environmental screening requirements #### Commercial and compliance **Items:** **Text:** Quantity tiers requested, plus annual volume and release pattern **Critical:** true Required lead time and delivery location Packaging, labeling and shipment documentation requirements Certificate of conformance or other documents required with shipment **Text:** ITAR or EAR export control status of the data and the destination **Critical:** true Quality system expectations (ISO 9001, AS9100, ISO 13485, IATF 16949) Conflict minerals, REACH or other material declarations if needed Payment terms and expected purchase order process **Scoring Note:** Critical items are the ones that block an accurate quote. Missing any of them usually forces the estimator to assume worst case or send questions back, which adds days to the quote and often adds cost. Resolve critical gaps first. ## Content **Intro:** Most slow or padded PCBA quotes come from missing data, not difficult boards. Use this checklist before sending an RFQ, or when reviewing one you received, to make sure the package is complete enough to quote accurately. **Sections:** #### How to use the checklist **Body:** Work through the five groups before you send an RFQ or begin an estimate. Tick items that are included and current, and review the unticked ones. Items marked critical block an accurate price. If you are the assembler, send the unticked critical items back to the customer as a single list rather than as repeated emails. If you are the customer, the exported list becomes your submission cover sheet. #### Why each group matters **Body:** Fabrication data determines bare board cost and panel layout. The BOM drives material cost and procurement risk, and unclear alternates or missing manufacturer part numbers force estimators to guess. The centroid file and assembly drawing determine placement counts, orientation risk and programming time. Test and inspection requirements set fixture cost and cycle time. Commercial and compliance information shapes lead time, documentation and legal requirements such as export control. **Bullets:** - Fab data: stackup, finish, drill, outline - BOM: MPN, alternates, DNP, consigned parts - Assembly: centroid, drawing, class, coating - Test: method, coverage, fixtures - Commercial: tiers, volume, terms #### What to do with gaps **Body:** When data is missing, the assembler either asks or assumes. Assumptions should be written into the quote, so the customer can see them and correct them. For example, if the test method is undefined, quote a stated test method and price the alternatives as options. If a BOM line lacks an approved alternate, flag the line as a risk and state the lead time you assumed. Either approach is better than silently padding the price. #### Common mistakes **Body:** Sending Gerbers and BOM from different revisions is the most common cause of requotes. Another is a BOM without manufacturer part numbers, which forces cross-referencing from descriptions. Customers often omit the annual volume, which is a key input to how the assembler prices setup and material. Finally, forgetting export control status can delay or stop the quote when the assembler must handle technical data under ITAR or EAR rules. **Bullets:** - Match revisions across all files - Always include MPNs - State annual volume and release schedule - Declare export control status early **Cta:** If incoming RFQ packages are reviewed by hand, we can build an on-prem agent that checks completeness against this kind of list and drafts the questions back to the customer for your approval. **Faq:** #### What files does an EMS need to quote PCB assembly? **Answer:** At minimum, Gerber or ODB++ data, a BOM with manufacturer part numbers, a centroid file, an assembly drawing with special instructions, and the quantities and delivery dates. Test and quality requirements are also needed for accuracy. #### Is a centroid file required for a quote? **Answer:** It is strongly recommended. Without it the assembler must estimate placement counts and orientation risk, and often quotes conservatively. The file also lets them program the machines earlier after order. #### Why do estimators ask for annual volume? **Answer:** Annual volume affects setup amortization, material buy strategy and capacity planning. A job quoted at 100 pieces once is priced differently from a 100 piece lot released monthly for a year. #### Do I need to state IPC class in the RFQ? **Answer:** Yes. Class 2 and Class 3 have different acceptance criteria, inspection effort and documentation, which changes cost. If unsure, ask for options priced on both so you can compare. ## Search terms pcba rfq checklist, what is needed to quote pcb assembly, pcba quote data package, pcb assembly rfq requirements, gerber bom centroid quote checklist, ems rfq package checklist, pcb assembly quote requirements list, design package for pcb assembly quote --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json