Supplier Sourcing Project: Survey Questions Template

1. Company Profile

Gather essential background information about the supplier.

• Company Name:
• Headquarters Location:
• Year Established:
• Legal Structure:
• Number of Employees:
• Annual Revenue (last 3 years):
• Ownership Structure:
• Parent Company (if applicable):
• Subsidiaries or Affiliates:
• Key Contacts (Name, Title, Email, Phone):

2. Product & Service Offering

Understand the supplier’s core competencies and product/service portfolio.

• Primary Products/Services Offered:
• Product Categories Relevant to This Sourcing Project:
• Customization Capabilities:
• Certifications (e.g., ISO, CE, etc.):
• R&D Capabilities and Innovation Track Record:
• Product Lifecycle Management Practices:

3. Operational Capabilities

Assess the supplier’s ability to meet your operational requirements.

• Manufacturing Locations:
• Production Capacity (monthly/annually):
• Lead Times (standard and expedited):
• Minimum Order Quantities (MOQs):
• Inventory Management Practices:
• Quality Control Processes:
• Technology and Systems Used (e.g., ERP, SCM):

4. Financial Stability

Evaluate the financial health of the supplier.

• Audited Financial Statements (last 3 years):
• Credit Rating (if available):
• Bank References:
• Insurance Coverage (e.g., liability, product, transport):

5. Compliance & Risk Management

Ensure alignment with legal, ethical, and sustainability standards.

• Compliance with Local and International Regulations:
• Code of Conduct / Ethics Policy:
• Anti-Corruption and Anti-Bribery Policies:
• Sustainability and Environmental Practices:
• Conflict Minerals Policy:
• Data Privacy and Cybersecurity Measures:
• Health & Safety Standards:

6. Supply Chain & Logistics

Understand the supplier’s logistics capabilities and supply chain resilience.

• Shipping Methods and Incoterms Supported:
• Logistics Partners:
• Geographic Coverage:
• Supply Chain Risk Mitigation Strategies:
• Business Continuity and Disaster Recovery Plans:

7. Pricing & Commercial Terms

Clarify the commercial framework and pricing structure.

• Pricing Model (e.g., fixed, cost-plus, tiered):
• Volume Discounts:
• Payment Terms:
• Currency and Exchange Rate Policies:
• Contract Duration and Renewal Terms:
• Warranty and Return Policies:

8. References & Performance

Gain insights into the supplier’s track record.

• Key Clients (with permission):
• Case Studies or Success Stories:
• Performance Metrics (e.g., OTIF, defect rate):
• Customer Satisfaction Scores or Testimonials:

9. Additional Information

Capture any other relevant details.

• Strategic Initiatives or Future Plans:
• Willingness to Collaborate on Innovation Projects:
• Other Comments or Disclosures: