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Supply Chain Management Forms and Templates
Format: Word Document | Free Download
This Word document provides the detailed instructions that one company will provide to its bidders on RFPs. Developing a formal set of instructions for your bidders to follow is an important part of your quality programs. This tool includes submissions, acknowledgements, timing, pricing, minority businesses and much more.
Format: Word Document | Free Download
This Word document is a template to develop a contractual commercial agreement. Developing a Commercial Terms Agreement Worksheet is important for outlining payment information and rate schedules. This tool covers contract pricing for a number of different methods, taxes, payment terms, rate schedules, and much more.
Format: Word Document | Free Download
This Word document is a guide to conducting a contract audit. Developing a Contract Audit Program is important for any business that deals with several contracts at one time. This tool provides a detailed look at reviewing the contract, outstanding invoices, confidential information, and much more.
Format: Word Document | Free Download
This Word document is a checklist is for closing out a contract. Developing a Contract Close-Out Checklist is important for completing all necessary tasks and ensuring that all contractual agreements have been met. This checklist includes close-out activities, current status, date, final value, completion dates, and much more.
Format: Word Document | Free Download
This Word document helps you develop guidelines for forecasting final contract costs. Developing a Contract Cost Forecasting template is important for any business that needs to break down the costs of a project. This tool includes responsibility, analysis methods, basis of check, references, and much more.
Format: Word Document | Free Download
This Word document is a template to be used by a contractor to assign areas of responsibility. Developing a Contractor Matrix Worksheet is important for tracking the responsibilities of the various parts of a complete project. This tool allows you to track several different job categories such as design, quality assurance, contracts and more by clients, contractors, and much more.
Format: Word Document | Free Download
This Word document is a complete form for determining a contractor's qualifications. Developing a Contractor Survey Questionnaire Form is important for determining the qualifications of each contractor. This tool includes general information, license, bidding interest, work history, contact information, and much more.
Format: Word Document | Free Download
This Word document is a template for developing a list of manufacturing materials for the construction industry. Developing a Manufacturing Material Form is important for tracking what materials are needed and in what quantity for a construction project. This tool provides a comprehensive listing of materials such as concrete material, forming material, fabricated steel, and much more. It also tracks the status of materials, from requirements to procurement to the field. This tool can be modified for other industries.
Format: Word Document | Free Download
This is a Word document to create a detailed form for use in determining a contractor's performance. Developing a template that measures a contractor's performance is important for determining the ability of the contractor to perform his or her duties. This tool allows you to place a weighted average on administrative tasks, evaluates engineering, fabrication, safety, and much more.
Format: Word Document | Free Download
This Word template is for sending a contractor a notice of acceptance or rejection for a job bid. Developing Acceptance or Rejection Forms is important for notifying contractors of your decision regarding their bid. This tool includes project, notice, comments, and more.
Format: Word Document | Free Download
This Word document is a performance bond agreement between a bidding contractor and a company. Developing a performance bond agreement is an integral part of your RFP process. This tool includes bond number, amount, what happens upon lack of performance and much more.
Format: Word Document | Free Download
This Word document is an outline of the required activities for a contracting project. Developing a Project Activity Contracting Plan is important for outlining key activities for contractors to follow on a project. This tool includes scope of the project, a summary of contracts, contracts management, systems, and much more.
Format: Word Document | Free Download
This Word document is a template for pre-determining a contractors' qualifications to complete a job. Developing a Project Proposal Qualification Questionnaire is important for pre-determining the qualifications of prospective contractors. This tool includes employees, independent inspection agencies, reference list, job capacity, knowledge of procedures, and much more.
Format: Word Document | Free Download
This Word document is a form to request specific action on a contract. Developing a Request for Contract Action form is important for modifying an existing contract. This tool allows you to request an action, provide milestone dates and cost data, and much more.
Format: Word Document | Free Download
This Word document is a template to develop a scope of work agreement that outlines a contractors' responsibilities. Developing a Scope of Work Agreement is important for defining the expectations and limitations of working with a contractor. This tool covers project specifications, description of work, material and equipment furnished by the company, temporary construction facilities, and much more.
Format: Powerpoint Document | Free Download
This PowerPoint presentation outlines a process for managing change to an Outsource Provider's Statement of Work. Developing a Statement of Work Change Process presentation is important for training your employees on the correct process. This tool provides a visual overview of the process.
Format: Word Document | Free Download
This Word template is for any business that wants to perform a complete analysis on a vendor. Developing a supplier review checklist is an important part of your on-going supplier quality control programs . This tool includes general vendor information, company programs and support, product overview, opportunity analysis, and much more.
Format: Excel Document | Free Download
This Excel worksheet provides a complete review of your supply chain management outsourcer. Developing a supply chain management report card is an excellent way to consistently and completely review your vendors performance. This extremely thorough tool includes definitions, glossary of terms, executive summary, cost of inventory, volume of products, distribution, lifecycle and much much more.
Format: Excel Document | Free Download
This Excel spreadsheet may be used when evaluating and selecting vendors. While designed for use when evaluating machinery, this simple form can be easily modified to evaluate IT systems. Vendor evaluation and selection is extremely important. Choosing the right vendor depends upon a number of factors: technology, vendor responsiveness, system ease of use, upgrade capability, process improvements, customer service, etc. This form will provide you with an easy format with which to compare each vendor against a pre-determined set of criteria and against all other vendors.
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