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SUPPLIER RELATIONSHIP MANAGEMENT - PROCUREMENT INPUT SHEET

Procurement Data

Sourcing Manager:

Sourcing Manager Contact Number:

Sourcing Manager Email Address:

Commodity Manager:

Commodity Manager Contact Number:

Commodity Manager Email Address:

Commodity Data

Commodity Name:

Commodity Classification by UNSPC Code:

Commodity Annual Estimated Spend:

Commodity Risk Factor:

Commodity Kraljic Categorisation:

Supplier Data

Supplier Name:

Supplier DUNS Code:

Supplier by Category Type:

Contractual Period:

Contract Number:

Internal Stakeholder Data

Stakeholder Name:

Stakeholder Designation:

Stakeholder Influence:

Stakeholder Contact Number:

Stakeholder Email Address:

Commodity Strategy

Additional Notes
SUPPLIER RELATIONSHIP MANAGEMENT - STAKEHOLDER and SUPPLIER REVIEW

Section I Stakeholder Information

1.1 Stakeholder Name: 0

1.2 Stakeholder Designation: 0

1.3 Stakeholder Contact Number: 0

1.4 Stakeholder Email Address: 0

1.5 Date of evaluation:

1.6 Review Number

Section II Supplier Profile Update

2.1 Full Company Name 0

2.2 Physical Address

2.3 Postal Address

2.4 Account Manager

2.5 Contact Details:


2.5.1 Telephone
2.5.2 Fax
2.5.3 E-mail

2.6 Financial Stability:


2.6.1 Company Turnover in the last 2 years
2.6.2 % of Income generated by current account

2.7 Broad Based Black Economic Empowerment:


2.7.1 Please supply your most recent BBBEE rating

2.8 Staff Complement on the current account"


2.8.1 Permanent Staff
2.8.2 Temporary Staff

Section III - V Supplier Evaluation

Please complete section II - IV by entering a value between 0 - 5.

(Click on the picture above for a more in-depth definition of the scoring system 0 - 5).

Section III General Business Evaluation Current Required Goal

3.1 Initiatives #N/A


3.2 Improvements #N/A
3.3 Adherence to Procurement Policy #N/A
3.4 Delivery within given Lead Times #N/A
3.5 Goods delivered as per Purchase Order / Request #N/A
3.6 Delivery of replacement parts / out of stock parts #N/A
3.7 Provision of accurate and timeous Reports #N/A
3.8 General satisfaction with supplier #N/A
3.9 Regular Visits for Supplier #N/A
3.10 Understanding of organisational requirements #N/A
3.11 Personal attention to the current account #N/A
3.12 Response to queries #N/A
3.13 Communication Management #N/A
3.14 Sharing of Savings Initiatives #N/A
3.15 Reasonable / Explained Cost Increases #N/A
Section IV Financial Competence Evaluation Current Required Goal

4.1 Accuracy of Invoices against delivery #N/A


4.2 Invoice received correctly #N/A
4.3 Invoice issued with statement as agreed within the given time frame #N/A
4.4 Invoice resolved and escalated as and when it is necessary #N/A
4.5 Rebate/Discount Structure in place #N/A
4.6 Fixed Pricing #N/A
4.7 Payment Terms within 30 days #N/A

Section V Service Level / Supplier Specific Current Required Goal

5.1 #N/A
5.2 #N/A
5.3 #N/A
5.4 #N/A
5.5 #N/A
5.6 #N/A
5.7 #N/A
5.8 #N/A
5.9 #N/A
5.10 #N/A
5.11 #N/A
5.12 #N/A
5.13 #N/A
5.14 #N/A
5.15 #N/A
5.16 #N/A
5.17 #N/A
5.18 #N/A
5.19 #N/A
5.20 #N/A

Click Here to Generate Supplier Relationship Management Report


SUPPLIER RELATIONSHIP MANAGEMENT - SUPPLIER REVIEW REPORT SHEET

Supplier Evaluation Date: Saturday, December 30, 1899 Review Number: #N/A

General Information

Supplier Name: 0 Stakeholder Name: 0

Supplier Account Manager: 0 Stakeholder Designation: 0

Supplier Contact Details: Stakeholder Contact Details:


Telephone 0 Telephone 0
Fax Number 0 Email Adress 0
Email Adress 0
Sourcing Manager: 0
Supplier Postal Address: 0
Sourcing Manager Contact Details:
Supplier DUNS Code: 0 Telephone 0
Email Adress 0
Commodity Name: 0
Commodity Manager: 0
Commodity Classification by UNSPC Code: 0
Commodity Manager Contact Details:
Contractual Period: 0 Telephone 0
Email Adress 0
Estimated Annual Spend: 0

Evaluation Report

Supplier's Compliance to BBBEE: Yes, small business enteprise.


Achieved; 0%
Supplier's Evaluation Score: 0%

Supplier's Required Evaluation Score: #N/A

Evaluation per Element

General Business Evaluation


0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%

Supplier's Evaluation Score per category: 0%

Supplier's Required Evaluation Score per category: #N/A

Supplier's Score per element Suppliers Required score per element Comments / Actions
Initiatives 0% #N/A #N/A
Improvements 0% #N/A #N/A
Adherence to Procurement Policy 0% #N/A #N/A
Delivery within given Lead Times 0% #N/A #N/A
Goods delivered as per Purchase Order / Request 0% #N/A #N/A
Delivery of replacement parts / out of stock parts 0% #N/A #N/A
Provision of accurate and timeous Reports 0% #N/A #N/A
General satisfaction with supplier 0% #N/A #N/A
Regular Visits for Supplier 0% #N/A #N/A
Understanding of organisational requirements 0% #N/A #N/A
Personal attention to the current account 0% #N/A #N/A
Response to queries 0% #N/A #N/A
Communication Management 0% #N/A #N/A
Sharing of Savings Initiatives 0% #N/A #N/A
Reasonable / Explained Cost Increases 0% #N/A #N/A

Financial Competence Evaluation

Supplier's Evaluation Score per category: 0%

Supplier's Required Evaluation Score per category: #N/A

Supplier's Score per element Suppliers Required score per element Comments / Actions
Accuracy of Invoices against delivery 0% #N/A #N/A
Invoice received correctly 0% #N/A #N/A
Invoice issued with statement as agreed within the 0% #N/A #N/A
given time frame
Invoice resolved and escalated as and when it is 0% #N/A #N/A
necessary
Rebate/Discount Structure in place 0% #N/A #N/A
Fixed Pricing 0% #N/A #N/A
Payment Terms within 30 days 0% #N/A #N/A

Service Level / Supplier Specific

Supplier's Evaluation Score per category: 0%

Supplier's Required Evaluation Score per category: #N/A

Supplier's Score per element Suppliers Required score per element Comments / Actions
0 0% #N/A #N/A
0 0% #N/A #N/A
0 0% #N/A #N/A
0 0% #N/A #N/A
0 0% #N/A #N/A
0 0% #N/A #N/A
0 0% #N/A #N/A
0 0% #N/A #N/A
0 0% #N/A #N/A
0 0% #N/A #N/A
0 0% #N/A #N/A
0 0% #N/A #N/A
0 0% #N/A #N/A
0 0% #N/A #N/A
0 0% #N/A #N/A
0 0% #N/A #N/A
0 0% #N/A #N/A
0 0% #N/A #N/A
0 0% #N/A #N/A
0 0% #N/A #N/A

Additional Comments
SUPPLIER RELATIONSHIP MANA

Performance Criteria Considerations Unsatisfactory (0)

Quality Management Policies / Supplier demonstrates no support for


Practices / Processes and compliance with Quality
Management Policies overall or for
the category, Practices, Service
Level Agreement or Expected Quality
standard as stipulate in contract
Quality Performance

Corrective Action Management/ Supplier demonstrates no active or


Corrective Action Process effective corrective action
management program or process

Document Management Quality Supplier fails to demonstrates quality


in document management

Product Quality Supplier fails to demonstrates quality


in the product

On Time delivery of Goods or Services or goods are deliver more


Services than 30% of the time late in terms of
the PO delivery date or contractual
delivery date. If only 1 delivery of the
goods or service the suppliers
delivery is more than 30% late in
terms of the total delivery period.
Schedule/Delivery -

In Full delivery of goods or Supply of goods and services are


Services more 30% of the time partially
complete where full delivery was
required or where partial delivery
was agreed but at the specified date
the delivery was still not complete.
Take into consideration if capacity to
deliver.

Schedule/Delivery Services Unsatisfactory in complying with


delivery quality
Schedule/Delivery Improvement Unsatisfactory in schedule recovery
Efforts efforts

Technical Compliance Supplier fails to comply with


Technical Requirements

Product Development The supplier does not provide timely


Participation and accurate responses to requests
Technical

for design and technical support.


Technical Technical Process and Systems Supplier fails to employ Technical
Systems, Processes and Standards

Technical Project Management Supplier fails to employ effective


Technical Project Management
Practices

Price increase : Consumer Price More than 15% over the index
Index, Internal Benchmarking
Index, Average Market Price Index
Price / Cost

Accurate & Timely Provides unsatisfactorily clear &


Cost or Pricing Data accurate cost, pricing and variance
data and/or consistently late
Payment Term Flexibility Rigid payment terms less favorable
than desired

Cost Reduction Efforts/ Does not participate in cost reduction


efforts

Communication Unsatisfactory in communicating


vertically (through tiers) and/or
horizontally (through organization)

Management Compliance Unsatisfactory in complying with


(Non Technical) contractual requirements (Including
Staffing)
Representation Unsatisfactory in representing their
companies images
Management

Sub-Tier ( 3rd Party) Supplier Unsatisfactory in managing


Management performance of sub-tier supplier(s)
[quality, cost, delivery, and
technology]
Business Continuity Supplier has no contingency plans in
place to address loss of key
personnel, recovery from loss of
manufacturing capacity or capability,
disruption of delivery from a critical
supplier, and loss of IT systems

Timeliness Supplier fails to act, respond and/or


communicate in a timely manner
Responsiveness

Customer Focus Supplier fails to demonstrate


practices that promote and support a
"customer-focused" environment
Responsiveness Effective Communication Supplier fails to effectively
communicate with inside their
organisation and/or lower tier
vendors
SUPPLIER RELATIONSHIP MANAGEMENT - DEFINITION SHEET

Marginal (1) Satisfactory (2)

Supplier demonstrates marginal Supplier meets the minimum


support for and compliance with required degree of support for and
Quality Management Policies overall compliance with Quality
or for the category, Practices, Management Policies overall or for
Service Level Agreement or the category, Practices, Service
Expected Quality standard as Level Agreement or Expected Quality
stipulate in contract standard as stipulate in contract

Supplier demonstrates a marginally Supplier meets the minimum


active and corrective action requirements for an active and
management program or process effective corrective action
management program or process
Supplier demonstrates marginally Supplier meets the minimum
acceptable quality in document requirements for quality in document
management management
Supplier demonstrate marginally Supplier meets minimm requirements
acceptable quality in the product for quality in the product

Services or goods are deliver are Services or goods are deliver are
between 15% to 30% of the time late between 5% to 15% of the time late
in terms of the PO delivery date or in terms of the PO delivery date or
contractual delivery date. If only 1 contractual delivery date. If only 1
delivery of the goods or service the delivery of the goods or service the
suppliers delivery is more than 15% suppliers delivery is more than 5%
but less than 30% late in terms of the but less than 15% late in terms of the
total delivery period. total delivery period.

Supply of goods and services are Supply of goods and services are
between 20% to 30% of the time between 10% to 20% of the time
partially complete where full delivery partially complete where full delivery
was required or where partial was required or where partial
delivery was agreed but at the delivery was agreed but at the
specified date the delivery was still specified date the delivery was still
not complete. Take into consideration not complete. Take into consideration
if capacity to deliver. if capacity to deliver.

Sometimes fails to comply with Complies with delivery quality


delivery quality
Marginally acceptable schedule Satisfactorily meets requirements for
recovery efforts schedule recovery efforts

Supplier occasionally fails to comply Supplier complies with Technical


with Technical Requirements Requirements

Supplier occasionally fails to Supplier participates in product


participate in product development development (i.e. New requirement
(i.e. New requirement in canteen in canteen services)
services)
Supplier occasionally fails to employ Supplier employs Technical Systems,
Technical Systems, Processes and Processes and Standards
Standards
Supplier occasionally fails to employ Supplier employs Technical Project
effective Technical Project Management Practices
Management Practices

0% to 15% 0%

Provides marginally clear & accurate Provides clear & accurate cost,
cost, pricing and variance data pricing and variance data and/or on
and/or sometimes late time
Offers few favorable payment terms: Payment terms are mostly favorable:
<30 days with no discount >30 days or >1% discount

Provides some cost reduction. Cooperates in cost improvement


activities.

Marginally effective in communicating Satisfactory in communicating


vertically (through tiers) and/or vertically (through tiers) and/or
horizontally (through organization) horizontally (through organization)

Marginally effective in complying with Satisfactory in complying with


contractual requirements (Including contractual requirements (Including
Staffing) Staffing)
Marginally effective in representing Satisfactory in representing
companies images companies images
Marginally effective in managing Satisfactory in managing
performance of sub-tier supplier(s) performance of sub-tier supplier(s)
[quality, cost, delivery, and [quality, cost, delivery, and
technology] technology]
Supplier has marginal contingency Supplier has satisfactory contingency
plans in place to address loss of key plans in place to address loss of key
personnel, recovery from loss of personnel, recovery from loss of
manufacturing capacity or capability, manufacturing capacity or capability,
disruption of delivery from a critical disruption of delivery from a critical
supplier, and loss of IT systems supplier, and loss of IT systems

Supplier occasionally fails to act, Supplier acts, responds and/or


respond and/or communicate in a communicates in a timely manner
timely manner

Supplier occassionally fails to Supplier demonstrates practices that


demonstrate practices that promote promote and support a "customer-
and support a "customer-focused" focused" environment
environment
Supplier occasionally fails to Supplier effectively communicates
communicate with their organisation with their organisation and/or lower
and/or lower tier vendors tier vendors
ET

Good to Very Good (3 - 4) Exceptional (5)

Supplier demonstrates support for Supplier demonstrates high degree


and compliance with Quality of support for and compliance with
Management Policies overall or for Quality Management Policies overall
the category, Practices, Service or for the category, Practices,
Level Agreement or Expected Quality Service Level Agreement or
standard as stipulate in contract Expected Quality standard as
stipulate in contract

Supplier demonstrates an active and Supplier demonstrates a highly


effective corrective action active and effective corrective action
management program or process management program or process

Supplier demonstrates effective Supplier demonstrates exceptional


quality in document management quality in document management

Supplier demonstrate effective Supplier demonstrates exceptional


quality in the product quality in the product

Services or goods are deliver are Services or goods are deliver are
between 1% to 5% of the time late in between 0% to 1% of the time late in
terms of the PO delivery date or terms of the PO delivery date or
contractual delivery date. If only 1 contractual delivery date. If only 1
delivery of the goods or service the delivery of the goods or service the
suppliers delivery is more than 1% suppliers delivery is more than 0%
but less than 5% late in terms of the but less than 1% late in terms of the
total delivery period. total delivery period.

Supply of goods and services are Supply of goods and services are
between 5% to 10% of the time less than 5% of the time partially
partially complete where full delivery complete where full delivery was
was required or where partial required or where partial delivery
delivery was agreed but at the was agreed but at the specified date
specified date the delivery was still the delivery was still not complete.
not complete. Take into consideration Take into consideration if capacity to
if capacity to deliver. deliver.

Occasionally exceeds compliance Routinely exceeds compliance with


with delivery quality delivery quality
Very good in making effective Exceptional in schedule recovery
schedule recovery efforts efforts

Supplier complies effectively with Supplier exceeds expectations in


Technical Requirements complying with Technical
Requirements
Supplier participates effectively in Supplier exceeds expectations in
product development (i.e. New product development participation
requirement in canteen services) (i.e. New requirement in canteen
services)
Supplier employs effective Technical Supplier exceeds expectations in
Systems, Processes and Standards employing Technical Systems,
Processes and Standards
Supplier employs effective Technical Supplier exceeds expectations in
Project Management Practices employing effective Technical Project
Management Practices

Between 0% and -10% Greater than -10%

Provides very clear & accurate cost, Provides outstandingly clear &
pricing and variance data and/or accurate cost, pricing and variance
usually ahead of time data and/or ahead of time
Payment terms are very favorable: Payment terms are all favorable:
>40 days or >1.5% discount >45 days or > 2% discount

Active in cost improvement activities. Proactive in cost improvement


activities.

Very Good in communicating Exceptional in communicating


vertically (through tiers) and/or vertically (through tiers) and/or
horizontally (through organization) horizontally (through organization)

Very Good in complying with Exceptional in complying with


contractual requirements (Including contractual requirements (Including
Staffing) Staffing)
Very Good in representing Exceptional in representing
companies images companies images
Very Good in managing performance Exceptional in managing
of sub-tier supplier(s) [quality, cost, performance of sub-tier supplier(s)
delivery, and technology] [quality, cost, delivery, and
technology]
Supplier has very good contingency Supplier has exceptional contingency
plans in place to address loss of key plans in place to address loss of key
personnel, recovery from loss of personnel, recovery from loss of
manufacturing capacity or capability, manufacturing capacity or capability,
disruption of delivery from a critical disruption of delivery from a critical
supplier, and loss of IT systems supplier, and loss of IT systems

Supplier ususally exceeds Supplier consistently exceeds


expectations in acting, responding expectations in acting, responding
and/or communicating in a timely and/or communicating in a timely
manner manner
Supplier exceeds expectations in Supplier consistently exceeds
demonstrating practices that promote expectations in demonstrating
and support a "customer-focused" practices that promote and support a
environment "customer-focused" environment
Supplier usually exceeds Supplier consistely exceeds
expectations in effectively expectations in effectively
communicating with their communicating with their
organisation and/or lower tier organisation and/or lower tier
vendors vendors
SUPPLIER RELATIONSHIP MANAGEMENT - FORMULA SHEET 1

Terms

Commodity Classification by UNSPC Code:

Commodity Risk Factor: Low


Medium
High

Kraljic Catagorisation: Non Critcal Item


Leverage Item
Strategic Item
Bottelneck Item

Supplier DUNS Code:

Supplier by Category Type: Type A


Type B
Type C

Contractual Period: None


1 year
2 years
3 years
4 years
5 years
> 5 years

Stakeholder Influence: Low


Medium
High

Evaluation Score: 0
1
2
3
4
5

Commodity Annual Estimated Spend: < R 100,000.00


Between R 100,000.00 and R 250,000.00
Between R 250,000.00 and R 500,000.00
Between R 500,000.00 and R 750,000.00
Between R 750,000.00 and R 1,000,000.00
Between R 1,000,000.00 and R 1,500,000.00
Between R 1,500,000.00 and R 2,000,000.00
Between R 2,000,000.00 and R 5,000,000.00
Between R 5,000,000.00 and R 10,000,000.00
> R 10,000,000.00

Rating: 1%
2%
3%
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93%
94%
95%
96%
97%
98%
99%
100%

Number of reviews: 1
2
3
4
5
6
7
8
9
10
Calculation Number Number of reviews Definitions

1
2
3

1 1
3 2
4 4
2 2

3
2
1

1 1
2 1
3 1
4 2
5 2
6 2
7 2
8 4
9 4
10 4

0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
2
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
3
4
4
4
4
4
4
4
4
4
4
4
4
4
4
4
4
4
4
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
SUPPLIER RELATIONSHIP MANAGEMENT - FORMULA SHEET 2

Supplier's Compliance to BBBEE: Yes, small business enteprise.

Supplier's Required Evaluation Score: #N/A

General Business Evaluation Kraljic, Spend, Type, Risk

Supplier Total
Kraljic Score: #N/A 4
Spend: #N/A 10
Type: #N/A 3
Risk: #N/A 3

#N/A

Financial Competence Evaluation Spend, Risk

Supplier Total
Spend: #N/A 10
Risk: #N/A 3

#N/A

Service Level / Supplier Specific Kraljic, Spend, Risk

Supplier Total
Kraljic Score: #N/A 4
Spend: #N/A 10
Risk: #N/A 3

#N/A

Number of reviews: #N/A

Graph Data: Required #N/A


Achieved 0%
Weight Factor
#N/A
#N/A
#N/A
#N/A
#N/A

Weight Factor
#N/A
#N/A
#N/A

Weight Factor
#N/A
#N/A
#N/A
#N/A