New Supplier form (this can be adapted for an RFI, or used to select suppliers for ITT- this is not suitable for public sector procurement, for above threshold use the Selection Questionnaire template instead
This form is suitable for non public sector or below threshold procurements
The following section asks for general details about your organisation, its people, products and services, and procedures. Please complete each section as fully as possible and attach any additional material you consider relevant.
All information will be treated by XXX staff as given in strict confidence.
Placement on the XXXX list of approved suppliers using this new supplier appraisal means that while your organisation will be considered as a possible supplier of the products or services you offer, it does not imply that you will be asked to quote or tender on every occasion.
- GENERAL
A1 Name of Organisation
A2 Address Postcode
A3 Telephone
A5 email
A6 www address
A9 Legal status Plc ■ Private company ■ Partnership ■ Single trader ■ Voluntary organisation ■ A10 Year organisation established
A11 Names of parent/sister/subsidiary organisations (if any)
A12 Please list the main products or services manufactured or provided by your organisation 1. 6. 2. 7. 3. 8. 4. 9. 5. 10. Further information (if any)
A13 New products/services in preparation
- FINANCE Companies should attach copies of their last three annual reports and accounts.
B1 Annual total value of sales for the last three years Year Value of Sales
B2 Net profit/loss in each of the last three years Year Net Profit/loss
B3 Names of bank referees
C PRODUCTION CAPACITY
C1 What is the maximum current production capacity in respect of the products/services you wish to supply?
C2 What is the current utilisation of the above capacity? (Express as a percentage)
C3 How might your production capacity/service provision be expanded?
C4 Is any overtime currently been worked?
D PRODUCTION FACILITIES
D1 Give details of any special production/service facilities available
D2 How are maintenance activities planned and controlled?
E HUMAN RESOURCES
E1 Number of full time employees Production Administrative/Marketing Other Total
E2 Names of principal directors/managers Managing Directors or Chief Executive Marketing/Sales Production Production/materials/logistics
E3 Normal working hours/number of shifts
E4 Trade unions recognised by the organisation
E5 Time lost through industrial disputes in each of the last three years Year Time lost
E6 Date and duration of annual shutdown
E7 Investors in people or other recognition
F QUALITY
F1 Has your organisation ISO 9000 or equivalent Quality Assurance Certification? (Please give details)
F2 Has your organisation met the quality approved criteria of other purchasers? e.g. Ford, British Gas, Government departments
F3 Is your organisation committed to the concept of Total Quality Management?
F4 What relevant test and inspection facilities does your organisation possess?
F5 Can you guarantee that products supplied by your organisation will require no inspection by the purchaser?
G PERFORMANCE
G1 Please state the names of your major customers
G2 To what countries, if any, has your organisation exported products/service over the last three years?
G3 Please give brief details of major projects undertaken during the last three years
H ENVIRONMENTAL AND ETHICAL FACTORS
H1 Has your organisation an environmental policy incorporating the requirements of ISO 14001?
H2 Are materials used obtained, so far as possible, from sustainable sources?
H3 Is packaging and other material used capable of environmental safe disposal or recycling?
H4 Has your organisation an ethical policy relating to marketing and sales? (Please give details)
I INFORMATION TECHNOLOGY
I1 In what way(s) does your organisation use IT to:
I1.1 Reduce or eliminate paper transactions
I1.2 Shorten order cycles
I1.3 Provide real-time information on product availability and inventory?
I1.4 Provide facilities for inter-organisation collaboration?
I2 Has your organisation an e-procurement strategy?
J OTHER INFORMATION Please provide any additional relevant information
K DECLARATION
I/we declare that the replies given to the questions in this Supplier Form are to the best of my/our knowledge true and accurate as at the date of signature.
Signed as the authorised representative(s) of the (name of organisations) this (day) of (month) (year) 1.
Signature Official position 2. Other signatories
~ End new supplier appraisal form~
Thanks for checking out the new supplier appraisal page. You might also want to check out new supplier form If you are a supplier looking for opportunities check Global Fortune 500 new supplier