{"id":11957,"date":"2017-09-06T08:48:29","date_gmt":"2017-09-06T08:48:29","guid":{"rendered":"https:\/\/www.process.st\/templates\/vendor-management-supplier-evaluation\/"},"modified":"2024-02-28T20:45:07","modified_gmt":"2024-02-28T20:45:07","slug":"vendor-management-supplier-evaluation","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/vendor-management-supplier-evaluation\/","title":{"rendered":"Vendor Management: Supplier Evaluation"},"content":{"rendered":"<section id=\"introduction\">\n<h2>Introduction:<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kv6qAoro1VBG1lLXAb9E-g.png\" alt=\"Introduction:\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/kv6qAoro1VBG1lLXAb9E-g.png\"> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>A supplier evaluation may involve:<\/p>\n<ul>\n<li>Visiting the supplier on-site<\/li>\n<li>Asking a series of probing questions about the supplier's business<\/li>\n<li>Fact-checking<\/li>\n<li>Researching customer opinions of the supplier<\/li>\n<\/ul>\n<p>To make this process clearer, it's helpful to use an established model.<\/p>\n<p>The most widely accepted checklist for supplier evaluations is <a href=\"http:\/\/www.raycarter.co.uk\/about.php\" rel=\"nofollow noopener\" target=\"_blank\">Ray Carter's 10Cs Model<\/a>.<\/p>\n<p>Here is the model <a href=\"https:\/\/www.mindtools.com\/pages\/article\/10-cs.htm\" rel=\"nofollow noopener\" target=\"_blank\">as Carter describes it<\/a>, and the model we're basing this checklist on:<\/p>\n<ul>\n<li>Capacity (Does the organization have the capacity to deliver the order)<\/li>\n<li>Competency (Is the organization, its people or its process competent)<\/li>\n<li>Consistency (Does the organization produce a consistent output)<\/li>\n<li>Control of process (Can the organization control its process and offer flexibility)<\/li>\n<li>Commitment to Quality (Does the organization effectively monitor and manage quality)<\/li>\n<li>Cash (Has the organization got a strong enough financial base)<\/li>\n<li>Cost (Is the product or service offered at a competitive price)<\/li>\n<li>Culture (Are the supplier and buyer cultures compatible)<\/li>\n<li>Clean (is the organization ethical, funded legitimately, doesn't engage Child labor, etc.)<\/li>\n<li>Communication efficiency (Does the organization have support technology of information integration)to support collaboration and co-ordination in the supply chain.)<\/li>\n<\/ul>\n<p>By properly vetting suppliers, you can make sure you're choosing one that communicates well, gives the best deals, and has the highest quality service.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"record-suppliers-details\">\n<h2>Record supplier's details<\/h2>\n<div class=\"text-content\">\n<p>To make it easy to <strong>keep track of the suppliers you're evaluating<\/strong>, we've designed this process so you can record the supplier's details, take notes, and see the notes summarized at the end. By using the form fields throughout, you'll be able to keep track of multiple evaluations in one place.<\/p>\n<p><strong>Start by recording the supplier's details.<\/strong><\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Supplier company name <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Supplier address <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Pickup address 1 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Pickup address 2 <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Phone <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Phone 2 <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Tax ID <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<h4 style=\"text-align: center;\">Approver details<\/h4>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Certain tasks within this checklist will need to be approved by the relevant personnel in your team. Take the time to fill out the approver's details below.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Approvers name (full name) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled class=\"form-control\">\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"check-the-suppliers-capacity\">\n<h2>Check the supplier's capacity<\/h2>\n<div class=\"text-content\">\n<p>Does the organization have enough capacity to <strong>handle the order<\/strong>?<\/p>\n<p>A huge enterprise is unlikely to choose a small, low capacity supplier because the supplier doesn't have enough units to offer.<\/p>\n<p>Make sure that the supplier is <strong>at least big enough<\/strong> to handle your order size by <strong>asking the supplier<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes on the supplier's capacity <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"check-the-suppliers-competency\">\n<h2>Check the supplier's competency<\/h2>\n<div class=\"text-content\">\n<p>While a supplier may offer great prices on the right amount of stock, everything else about them could make them a wrong fit.<\/p>\n<p>A supplier's competency is best validated by <strong>talking to former and existing customers, reading online reviews, and seeing a list of companies<\/strong> that still deal with the particular supplier.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes on the supplier's competency <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"check-the-suppliers-process-control\">\n<h2>Check the supplier's process control<\/h2>\n<div class=\"text-content\">\n<p>Does the supplier rely heavily on external factors to carry its business processes through from start to finish?<\/p>\n<p>A business built on shaky foundations and bad processes is unlikely to be able to meet your needs. Ask directly <strong>how much control this supplier has over its processes<\/strong>, procedures, policies, and supply chain.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes on the supplier's process control <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"check-the-suppliers-consistency\">\n<h2>Check the supplier's consistency<\/h2>\n<div class=\"text-content\">\n<p>How does the supplier <strong>ensure consistent service<\/strong>?<\/p>\n<p><strong>Ask the supplier<\/strong> about their processes for ensuring consistency, and (if necessary) <strong>request a demonstration<\/strong> or test product.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes on the supplier's consistency <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"check-the-suppliers-commitment-to-quality\">\n<h2>Check the supplier's commitment to quality<\/h2>\n<div class=\"text-content\">\n<p>All organizations dealing with clients need to <strong>comply with high quality standards<\/strong>, whether that's ISO, Six Sigma, or another industry-specific spec.<\/p>\n<p><strong>Ask the supplier<\/strong> which standards they comply with, and whether they're going to be able to commit their services to you specifically in the long-term.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes on the supplier's commitment to quality <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"check-the-suppliers-business-stability\">\n<h2>Check the supplier's business stability<\/h2>\n<div class=\"text-content\">\n<p>What information can the supplier offer that will <strong>prove its business stability<\/strong>?<\/p>\n<p>Ask for <strong>proof<\/strong> that the supplier <strong>isn't going to go bankrupt<\/strong>, or proof that the business <strong>isn't decaying<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes on the supplier's business stability <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"check-the-suppliers-prices\">\n<h2>Check the supplier's prices<\/h2>\n<div class=\"text-content\">\n<p>According to Carter's 10Cs model, the supplier's prices aren't everything. The price of the goods should be considered only after the capacity, quality, and stability of the supplier is judged because those issues can be much more damaging over the long term.<\/p>\n<p><strong>Calculate the per-unit prices of each item<\/strong> you need and thoroughly <strong>compare<\/strong> them against the supplier's <strong>competitors<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes on the supplier's prices <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"check-the-suppliers-culture\">\n<h2>Check the supplier's culture<\/h2>\n<div class=\"text-content\">\n<p><strong>Are your attitudes, values, and business sizes similar?<\/strong><\/p>\n<p>A massive supply company working with a startup is unlikely to empathize with frustration over a late delivery that was caused by rushing a much bigger deal. While this can be difficult to judge, the basic idea is that it should be possible and amicable to work with (and be valued by) your supplier.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes on the supplier's culture <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"check-the-supplier-is-clean-and-ethical\">\n<h2>Check the supplier is clean and ethical<\/h2>\n<div class=\"text-content\">\n<p>Are you working with a supplier that <strong>makes efforts to reduce its carbon footprint<\/strong>, treat its workers well, and adhere to ethical and <strong>sustainable best practices<\/strong>?<\/p>\n<p>Businesses that make efforts to reduce their negative impact on the world will often share this information on their websites, but you could also <strong>ask your contact for specifics<\/strong>.<\/p>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes on the supplier's ethics <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"check-the-suppliers-communication-efficiency\">\n<h2>Check the supplier's communication efficiency<\/h2>\n<div class=\"text-content\">\n<p>As a client, you'll need to know:<\/p>\n<ul>\n<li>Who is your point of contact?<\/li>\n<li>How long can you expect to wait for a response?<\/li>\n<li>What is the best way to reach your contact?<\/li>\n<li>How quickly will you be notified in case of emergency disruptions?<\/li>\n<li>How can an issue be escalated to a senior staff member?<\/li>\n<\/ul><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes on the supplier's communication efficiency <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"input-evaluation-outcome\">\n<h2>Input evaluation outcome<\/h2>\n<div class=\"text-content\">\n<p>This task needs approval from the relevant personnel in your team.<\/p>\n<\/p><\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Are you going ahead with this supplier? <\/label><br \/>\n   <select disabled class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select>\n  <\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"approval\">\n<h2>Approval: <\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:\n   <\/div>\n<\/p><\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Input evaluation outcome<\/span> <\/p>\n<div class=\"body\">\n         Will be submitted\n        <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/li>\n<\/ul><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"add-supplier-data-to-inventory-management-software\">\n<h2>Add supplier data to inventory management software<\/h2>\n<div class=\"text-content\">\n<p>You can either do this step manually, or set up an integration through Zapier that will send the form data from step 2 to your inventory management software. Learn more about setting up Zapier integrations <a href=\"https:\/\/www.process.st\/business-process-automation-guide\" rel=\"nofollow noopener\" target=\"_blank\">here<\/a>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.mindtools.com\/\" rel=\"nofollow noopener\" target=\"_blank\">MindTools<\/a> - <a href=\"https:\/\/www.mindtools.com\/pages\/article\/10-cs.htm\" rel=\"nofollow noopener\" target=\"_blank\">10 Cs of Supplier Evaluation<\/a><\/li>\n<li><a href=\"http:\/\/www.raycarter.co.uk\/\" rel=\"nofollow noopener\" target=\"_blank\">Ray Carter<\/a> - <a href=\"http:\/\/www.raycarter.co.uk\/about.php\" rel=\"nofollow noopener\" target=\"_blank\">About<\/a><\/li>\n<li><a href=\"http:\/\/www.ecovadis.com\/\" rel=\"nofollow noopener\" target=\"_blank\">EcoVadis<\/a> - <a href=\"http:\/\/www.ecovadis.com\/supplier-evaluation\/\" rel=\"nofollow noopener\" target=\"_blank\">Supplier Evaluation<\/a><\/li>\n<li><a href=\"https:\/\/www.cigna.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Cigna<\/a> - <a href=\"https:\/\/www.cigna.com\/suppliercommunity\/supplier-evaluation-criteria\" rel=\"nofollow noopener\" target=\"_blank\">Supplier Evaluation Criteria<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/vendor-management-contract-negotiation\/\" rel=\"nofollow\">Vendor Management: Contract Negotiation<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/it-service-call-process\/\" rel=\"nofollow\">IT Service Call Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/scheduled-maintenance-notification\/\" rel=\"nofollow\">Scheduled Maintenance Notification<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/cisco-router-setup\/\" rel=\"nofollow\">Cisco Router Setup<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/patch-management\/\" rel=\"nofollow\">Patch Management<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/network-security-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Network Security Management<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/client-data-backup-best-practices\/\" rel=\"nofollow noopener\" target=\"_blank\">Client Data Backup Best Practices<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/computer-maintenance-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">Computer Maintenance Guide<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/inventory-management-process\" rel=\"nofollow noopener\" target=\"_blank\">Inventory Management Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/ubuntu-server-setup-process\/\" rel=\"nofollow noopener\" target=\"_blank\">Server Setup Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/virtual-private-server-setup\/\" rel=\"nofollow noopener\" target=\"_blank\">Virtual Private Server Setup<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/it-support-process\/\" rel=\"nofollow noopener\" target=\"_blank\">IT Support Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/helpdesk-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Helpdesk Management<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/server-maintenance-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Server Maintenance Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/server-security-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Server Security Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/information-security-incident-response\/\" rel=\"nofollow noopener\" target=\"_blank\">Information Security Incident Response<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/sql-server-audit-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">SQL Server Audit Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/privileged-password-management\/\" rel=\"nofollow noopener\" target=\"_blank\">Privileged Password Management<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/network-administrator-daily-tasks\/\" rel=\"nofollow noopener\" target=\"_blank\">Network Administrator Daily Tasks<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/network-security-audit-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Network Security Audit Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/firewall-audit-checklist\/\" rel=\"nofollow noopener\" target=\"_blank\">Firewall Audit Checklist<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/vpn-configuration\/\" rel=\"nofollow noopener\" target=\"_blank\">VPN Configuration<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/setup-apache-server\/\" rel=\"nofollow noopener\" target=\"_blank\">Apache Server Setup<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/email-server-security\/\" rel=\"nofollow noopener\" target=\"_blank\">Email Server Security<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/penetration-testing\/\" rel=\"nofollow noopener\" target=\"_blank\">Penetration Testing<\/a><\/li>\n<\/ul><\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction: A supplier evaluation may involve: Visiting the supplier on-site Asking a series of probing questions about the supplier's business Fact-checking Researching customer opinions of the supplier To make this process clearer, it's helpful to use an established model. The most widely accepted checklist for supplier evaluations is Ray Carter's 10Cs Model. 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