New Supplier Certification Form
Robert Menard
Certified Purchasing Professional,
Certified Professional Purchasing Consultant, Certified Green Purchasing Professional, Certified Professional Purchasing Manager
Editor’s Note: Many clients and fellow purchasing pros have requested a basic template for supplier certification information. This blog post is in response to that demand. Much more supplementary information will be available in the online course Supplier Relationship Management which is due for release in the fall of 2013.
The document below is a basic template to use in preliminary research when sourcing new suppliers. Other supplementary and complementary forms are available to members on the web site of the American Purchasing Society . These include
1. Check a Supplier’s References Periodically First published in October 2005, it has some new and some reinforcing information to absorb on both public and private businesses.
2. How to Evaluate Supplier Stability First published in January 2002, it speaks of supplier finance, supply interruptions, contact clauses, checking supplier references, D&B reports, union and non-union workforces, and much more.
3. Interviewing the Sales Person is Buyer’s Checklist Number 2. It provides interrogatories for obtaining information needed in the qualification process.
4. Provide Suppliers with Enough Information First published in October of 2002, it equips the buyer with sophisticated techniques for parrying and managing inquisitive suppliers.
5. Supplier Information and Qualification is a forms download on the Society’s site.
New Supplier Certification Form
All prospective suppliers must complete and submit this form electronically. The latest three years of audited financial statements must accompany submission of the completed New Supplier Certification Form. You are encouraged to attach documents, descriptive data, and other information which will amplify or elaborate on the basics.
Failure to provide complete information may result in elimination from consideration. Any inaccuracies discovered in a review of your submission may also result in elimination from consideration.
Product/Service Types
Company Name
Address City: State Zip Telephone Web Site URL
Chief Executive or Operating Officer and Company Contact
Name Title Telephone Email
Business Data
Headquarters Information
Company Federal Tax Identification Number Include copy of W9)
Years in business Average number of employees
Annual Gross Sales 3 most recent years
Dun &Bradstreet Number
Electronic Data Invoicing (EDI) Capabilities
Related Organization Data
Provide the same information as itemized immediately above for all affiliate, parent, subsidiary, joint venture, or any other related organization.
Organizational/Ownership Information
Legal Structure
Diversity Category % Minority Ownership Minority Owned Veteran Disabled Veteran WBE DBE Other
Provide copies of documentation substantiating all claims of status made under this section
Certifications, Licenses, Permits, etc
Registrations
Product Information
Have you previously done business with us or any of our business units in the past five years?
Description of Innovative Product/Concept or Manufacturing Capability
Liability Insurance Provider Include copies of all outstanding policies.
Major Customers and Annual Volume
Geographic Service Areas
Why is Your Product Innovative or Different (first to market, only)?
Target Customer For Your Product or service (if applicable)
Age Group Life Style/Other Gender
Additional Comments or Special Awards Received
You acknowledge and agree that no agreement is entered into between you and us for your products or services by submitting this business opportunity proposal. You further acknowledge that unless and until a definitive agreement is signed, neither party will be under any obligation or any kind whatsoever with respect to the business opportunity you have presented or any transaction by virtue of this form, or any other written or oral expression with respect to such a transaction made by any of our respective Directors, Officers, Employees, Agents or any other representative. You further acknowledge that we have or may be presented with products or services that are similar to your products or services.
_________________________________________________________________________
Authorized Signature Date
Typed name and title