| 1 | Risk assessment and application understanding | Confirm the supplier considers access points, hazardous movements, operating modes, maintenance tasks, and foreseeable misuse before proposing a guard design. | A documented site survey, machine information checklist, design assumptions, and risk-assessment input. | Require the proposal to identify the hazards and access needs it addresses, and to list any assumptions that require buyer confirmation. |
| 2 | Relevant standards and regulatory knowledge | Check that the supplier can explain which requirements apply to the project. Relevant references may include ISO 12100, ISO 14120, ISO 13857, and applicable local regulations such as OSHA requirements in the United States. | A standards and compliance matrix identifying the project scope, jurisdiction, and any exclusions. | Ask the supplier to connect each cited requirement to a design decision; avoid accepting a generic claim of “compliance” without project context. |
| 3 | Guard design and safety distances | Evaluate whether openings, reach-through distances, guard height, and proximity to hazards are addressed for the actual machine layout. | Dimensioned drawings showing guard panels, openings, hazard locations, and relevant safety-distance calculations. | Review drawings against the machine and intended access paths before fabrication; confirm dimensions against the applicable risk assessment and standards. |
| 4 | Suitable guard type and access strategy | Determine whether fixed guards, movable guards, interlocked access, or a combination is appropriate for production, adjustment, cleaning, and maintenance tasks. | A design rationale describing access frequency, removal needs, and how hazardous motion is controlled when access is required. | Confirm operators can perform foreseeable tasks without routinely bypassing or removing guards. |
| 5 | Interlocking and control-system integration | Where movable guards are interlocked, check device selection, guard-position monitoring, stopping behavior, and integration with the machine’s safety-related control system. | Electrical or control schematics, device specifications, safety-function descriptions, and validation documentation appropriate to the project. | Agree on who is responsible for the complete safety function, including interfaces with existing machine controls and commissioning tests. |
| 6 | Materials and operating environment | Assess whether materials, finishes, and components suit the expected impact, corrosion, temperature, washdown, dust, or chemical exposure. | Material and finish specifications, component data sheets, and documented environmental assumptions. | Check that the specified materials and finishes match the actual site conditions; do not assume one material is suitable for every environment. |
| 7 | Mechanical strength and construction quality | Review the proposed frame, panels, fixings, joints, and supports for the loads and service conditions identified for the application. | Assembly drawings, component specifications, installation details, and any relevant inspection or test records. | Confirm the design basis for foreseeable forces and verify that the finished assembly matches the approved drawings. |
| 8 | Maintainability and safe servicing | Consider inspection access, cleaning, replacement of components, fastener retention, and safe procedures for work behind or within the guard. | Maintenance instructions, parts information, access details, and guidance on isolation or other required site procedures. | Review routine and non-routine maintenance tasks with the people who will perform them before approving the design. |
| 9 | Project delivery and installation capability | Evaluate survey, design approval, fabrication, delivery, installation, commissioning, and coordination with production schedules. | A project schedule, responsibility matrix, installation plan, commissioning scope, and change-control process. | Make site readiness, interfaces, installation limits, and acceptance responsibilities explicit in the quotation or project plan. |
| 10 | Documentation, support, and lifecycle service | Check whether the supplier provides clear handover documents and can support spare parts, repairs, modifications, and future machine changes. | As-built drawings, operating and maintenance information, parts list, warranty terms, and support contact process. | Confirm the deliverables and service terms in writing, including how design changes will be reviewed for safety impacts. |