Excel Sample Sheet 32749 | C 0002595 Supplier Self Audit Checklist Revision B

Partial file snippet.

Sheet 1: Instructions

Assessment Date:
< Enter Audit Date >

CONFIDENTIAL
Supplier Name:
< Enter Supplier >

Supplier #:
< Enter Supplier # >

Step
Instruction

1
Enter assessment date, supplier name, and supplier # on this tab. This data will replicate to the applicable remaining locations.

2
The supplier shall evaluate and rate themselves for each item along the trend progression path using the ratings from 1 to 5. [EXAMPLE: To achieve a score of 5 for section 1.1 Customer Satisfaction and Support you have to meet all of the requirements under scores 1-4.]

3
The rating score is to be entered in the box to the right of each item under the heading labeled "Supplier Rating".

4
The rating scores are to be entered as whole numbers only. No partial credit will be recognized.

5
For each item within this assessment, the supplier's trend progression score is based on the supplier's ability to demonstrate that they meet / comply with all expectations listed in the corresponding item requirements box and be able to provide objective evidence of compliance. [EXAMPLE: Item 1.1, Customer Satisfaction and Support: Customer satisfaction level is measured.]

6
For each section / page, the total trend progression rating score for all items will appear in the box in the lower right hand corner labeled "Section Score".

7
Identify items requiring improvement and develop a corrective action plan to address deficiencies.

8
Creation will follow the same steps with the supplier and rate the supplier from the customer's perspective.

9
Scores from the supplier self-assessment and Creation validation assessment will be compared to gain an understanding of differences.

Depending on the final score, the supplier may have a designated time period to address and develop items not meeting Creations expectation and required improvements.

PROPRIETARY AND CONFIDENTIAL

· This document is proprietary to Creation Technologies and not for replication or publication outside Creation Technologies.

· It is understood that unless sanctioned, in writing, by duly authorized officer of the Creation Technologies Legal Affairs Team this information is confidential, and no news release, advertisement or public announcement, or denial or confirmation of the same, concerning any part of the subject matter of this process will be made by any employee.

· The information shall not at any time be disclosed to any third party, including Creation customers, suppliers or representatives thereof, unless sanctioned, in writing, by duly authorized officer of the Creation Technologies Legal Affairs Team.

· Any information, report or documents referenced within this document shall be deemed and managed as confidential and proprietary unless written guidance to the contrary exits.

· Use, duplication and/or dissemination of the content and/or media contained herein or by virtue of this document may only be sanctioned, in writing, by duly authorized officer of the Creation Technologies Legal Affairs Team.

Sheet 2: 1.0 Customer Service

Assessment Date:
< Enter Audit Date >

CONFIDENTIAL
Supplier Name:
< Enter Supplier >

Supplier #:
< Enter Supplier # >

Section: Customer Service

ITEM
Organizational Elements and Behaviors
>>>>>>>>>>Trend Progression>>>>>>>>>>
Preferred Supplier Level
Supplier Rating
Creation Rating
Quality Audit Notes:

1
2
3
4
5
Enter comments / notes

1.1
Customer Support and Satisfaction
No plans or effort established to improve customer satisfaction and support.

Customer awareness is limited.
Customer satisfaction level is measured.

Product and service value is determined from customer input.
Customer satisfaction is a company objective.

An implementation plan has been established.

Areas of improvement and training needs are identified.
Customer satisfaction is an organizational imperative.

An improvement plan is implemented and training is in process.
Customer satisfaction is a process driver

Customer satisfaction process is integrated from senior management down within the organization.

Metrics are posted and drive on-going improvement activities.

1.2
Business Plan for Growth
Business plan for growth does not exist and company is satisfied to accept business as it comes with current capabilities. No plans to add new equipment or technology
Company has identified goals to grow within defined industry sectors but there are no formal plans to accomplish.
Company has a plan to grow specific targeted industry segments or customers with resource and capital requirements approved for 1-2 years
Business growth plan is clearly defined and supported with customer commitments across several industries with key customers not exceeding 15-20% of capacity of revenue.
Strategic growth plan is in place 5 years out with comprehensive plans in place for significant capital investments to support growth.

Section Score
0
0

#N/A
1
2
3
4
5

Sheet 3: 2.0 Results

Assessment Date:
< Enter Audit Date >

CONFIDENTIAL
Supplier Name:
< Enter Supplier >

Supplier #:
< Enter Supplier # >

Section: Results

ITEM
Organizational Elements and Behaviors
>>>>>>>>>>Trend Progression>>>>>>>>>>
Preferred Supplier Level
Supplier Rating
Creation Rating
Quality Audit Notes:

1
2
3
4
5
Enter comments / notes

2.1
Quality Performance to Major Customers
(Last 12 months)
Not tracked or defects are greater than or equal to 5,000 PPM.
Defects are less than 5,000 PPM.
Defects are less than 3,000 PPM.
Defects are less than 1,000 PPM
Defects are less than 500 PPM.

2.2
Delivery Performance to Major Customers
(Last 12 months)
Not tracked or on time delivery was less than 90%
On time delivery was equal to or greater than 90%
On time delivery was equal to or greater than 96%
On time delivery was equal to or greater than 98%
Delivery was on time 100%

2.3
Performance trends in Quality and Delivery
Not tracked or consistent negative trend or erratic performance.
No trend or slight positive trend.
Positive trends in both Quality and Delivery Performance.
No defects or late deliveries last 6 months.
No defects or late deliveries last 12 months.

2.4
Reduction of Lead Time
(order to delivery)
No formal plan established to reduce lead time.
Plan with metrics established and posted to attack lead time drivers.
Lead time reduction plan implemented and metrics posted across organization.

95% of items are less than 60 days lead time.
Lead time reduction plan implemented and metrics posted across organization.

95% of items are less than 30 days lead time.
Lead time reduction plan implemented and metrics posted across organization.

95% of items are less than 20 days lead time.

2.5
Cost productivity improvements
Nothing is tracked or cost improvements are unknown
Improvements are between 3%-6.9%
Improvements are between 7%-8.9%
Improvements are between 9%-11.9%
Annual cost improvements are 12.0% or more.

2.6
Key business metrics
No key business metrics are developed (Top COPQ causes, Top Missed Delivery Causes, etc.)
Key business metrics are developed and being addressed with action plans.

Metrics are not posted.
Key business metrics are established and posted in plant.

Corrective Action Plan is initiated.
QDRC metrics are posted with customer expectation and company goals are highlighted.
QDRC metrics posted showing performance to plant and customer expectations.

RCCA maintained by production work cells.

2.7
Project Management
Supplier has limited\no experience and\or resources trained in project management.
Supplier engages in project management activities if requested by the customer.
Supplier has trained resources engaged in project management activities on select / key projects.
Supplier has trained resources and effectively utilizes project management tools on projects in key business areas.
(such as operations, engineering and supply chain mgmt.)
Supplier can demonstrate effective execution or project management activities.

Supplier has multiple skilled/trained resources utilizing project management tools across the business.

Section Score
0
0

#N/A
1
2
3
4
5

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			Assessment Date:	< Enter Audit Date >
		CONFIDENTIAL	Supplier Name:	< Enter Supplier >
			Supplier #:	< Enter Supplier # >


Step	Instruction
1	Enter assessment date, supplier name, and supplier # on this tab. This data will replicate to the applicable remaining locations.
2	The supplier shall evaluate and rate themselves for each item along the trend progression path using the ratings from 1 to 5. [EXAMPLE: To achieve a score of 5 for section 1.1 Customer Satisfaction and Support you have to meet all of the requirements under scores 1-4.]
3	The rating score is to be entered in the box to the right of each item under the heading labeled "Supplier Rating".
4	The rating scores are to be entered as whole numbers only. No partial credit will be recognized.
5	For each item within this assessment, the supplier's trend progression score is based on the supplier's ability to demonstrate that they meet / comply with all expectations listed in the corresponding item requirements box and be able to provide objective evidence of compliance. [EXAMPLE: Item 1.1, Customer Satisfaction and Support: Customer satisfaction level is measured.]
6	For each section / page, the total trend progression rating score for all items will appear in the box in the lower right hand corner labeled "Section Score".
7	Identify items requiring improvement and develop a corrective action plan to address deficiencies.
8	Creation will follow the same steps with the supplier and rate the supplier from the customer's perspective.
9	Scores from the supplier self-assessment and Creation validation assessment will be compared to gain an understanding of differences.


	Depending on the final score, the supplier may have a designated time period to address and develop items not meeting Creations expectation and required improvements.

	PROPRIETARY AND CONFIDENTIAL
	· This document is proprietary to Creation Technologies and not for replication or publication outside Creation Technologies.
	· It is understood that unless sanctioned, in writing, by duly authorized officer of the Creation Technologies Legal Affairs Team this information is confidential, and no news release, advertisement or public announcement, or denial or confirmation of the same, concerning any part of the subject matter of this process will be made by any employee.
	· The information shall not at any time be disclosed to any third party, including Creation customers, suppliers or representatives thereof, unless sanctioned, in writing, by duly authorized officer of the Creation Technologies Legal Affairs Team.
	· Any information, report or documents referenced within this document shall be deemed and managed as confidential and proprietary unless written guidance to the contrary exits.
	· Use, duplication and/or dissemination of the content and/or media contained herein or by virtue of this document may only be sanctioned, in writing, by duly authorized officer of the Creation Technologies Legal Affairs Team.

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