F-Q9 Supplier Appraisal Form
| File Reference : | F-Q9 Supplier Appraisal Form |
A supplier appraisal form can help you assess if a supplier will be suitable for your requirements before using their services. This form can help you check any relevant certifications, memberships, licences, insurance and other details first.
This form template is supplied in fully editable MS Word format and can be easily customised and edited. The document uses pre-defined style formatting throughout, with all text in Calibri font for improved readability.
The following document labelling is included in the footer:
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- Information-classification
- Version
- Page number / total pages
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Further guidance on supplier and contractor management:
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Supplier and Contractor Appraisal Form Template
A supplier and contractor appraisal form for assessing a supplier or contractor before adding them to your approved list. It gathers their general details, certifications, memberships, licences and insurance, any enforcement history, and confirmation that they comply with the legal duties that matter, then records the approval decision.
ISO 9001 requires organisations to control externally provided processes, products and services and to evaluate and select suppliers against defined criteria (clause 8.4). This form gives you a consistent, documented appraisal and a clear record of whether a supplier is approved.
Built for ISO 9001 Supplier Control
The appraisal captures what you need to evaluate and approve a supplier, supporting clause 8.4:
- General company details and contacts
- Certifications, memberships, licences and insurance held
- Any health and safety, environmental or information security enforcement history
- Confirmation of compliance with health and safety, labour, equality and anti-bribery duties
What's Included in this Supplier and Contractor Appraisal
The form is set out so an appraisal can be completed and the decision recorded in one place:
- General details - company name, address, contact and communication details
- Certifications and memberships - management system certifications, professional bodies, licences and insurance
- Enforcement - any convictions, enforcement or prohibition notices, or significant incidents in the past five years
- Legislative compliance - confirmation of compliance with health and safety, labour standards, equality and anti-bribery requirements
- For office use - assessed by, date, whether to add to the approved list, and comments
Who Needs a Supplier and Contractor Appraisal Form?
Any organisation that buys in goods or services, or uses contractors, needs a consistent way to appraise and approve them. It suits any business managing a supply chain, and supports the supplier control and evaluation requirements of ISO 9001.
Included in the ISO 9001 Toolkit
This form is part of the ISO 9001 Toolkit - the forms, registers, procedures and guidance for running a management system in one download - and is included in every alphaZ ISO toolkit that covers quality and supplier management.