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> Onboard vendor checklist
Onboard vendor checklist
Vendor Onboarding Checklist
Initial Assessment
Identify vendor needs
Obtain approval from relevant stakeholders
Assign a point of contact for vendor onboarding
Develop a timeline for onboarding process
Documentation Collection
Vendor application form
Tax identification number
Vendor contract
Certificates of insurance
Vendor policies and procedures
Vendor Information
Vendor name and legal entity
Contact person and title
Phone number
Email address
Business address
Product/Service Details
List of products/services offered
Pricing structure
Terms and conditions
Minimum order quantities
Lead time for delivery
Quality Assurance
Quality control processes
Compliance with industry standards
Customer satisfaction measures
Product warranty information
Compliance Review
Vendor’s compliance with laws and regulations
Anti-bribery and corruption policy
Conflict of interest disclosure
Environmental sustainability practices
Training Plan
Training requirements for vendor employees
Training materials provided by vendor
Schedule for training sessions
Certification of completion
Communication Strategy
Primary point of contact for vendor
Communication channels (email, phone, etc.)
Frequency of updates and reporting
Escalation process for issues and disputes
Performance Evaluation
Key performance indicators (KPIs)
Performance metrics and benchmarks
Quarterly performance reviews
Continuous improvement initiatives
Legal Review
Contract terms and conditions
Confidentiality and non-disclosure agreements
Dispute resolution process
Governing law and jurisdiction
Final Approval
Review of all documentation
Approval from executive management
Notification to vendor of approval
Welcome package sent to vendor with next steps.
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