Discovery Customer Form



Discovery Company Form

Date/Rev#: 02/28/07

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General

Where is the facility located?      

What is the estimated start date for the operation?      

What is the specific address of the facility?     

Who is the customer contact?      

What is his/her phone number?      

What is his/her Fax number?      

What is his/her e-mail address?      

Warehouse

*What is the layout of the facility?      

*Attached picture or drawing

Executive

Who is the Project Manager for the start-up?      

Who are the additional team members?      

Operational

What Company will this function out of?      

What will the management structure be?      

Will this facility be audited for compliance to the company QMS?      

What is the number of management personnel needed for this facility?      

What are the job descriptions?      

*Please attach

What will be management payscale?      

Have APT been sent out?       Date:       Deadline:      

Management gathered from:

Internal sources:

Who are the candidates?      

Who was selected?      

When will they be notified?      

External:

Will an add be run?       When?      

How will hourly work be tracked?      

What databases will be needed?      

What will these databases track?      

What is the average hourly rate for area?      

What will the ACTION pay rate be for hourly associates?      

What forms will we need to create?      

What resources will be needed?      

*Refer to Customer Provided Resources for List

Accounting

Billing Requirements

What are the net terms for this operation?      

What back-up documentation, will be given with the invoice?      

How will the invoices be delivered?      

What will be the weekly billing cycle?      

When will invoices be sent out?      

When will payday be?      

What will be the layout of the invoices?      

Will there be a bonus, incentive, structure?      

Quality

What are the procedural requirements (QMS procedures) for the facility?      

What are training requirements for all associates?      

CSLR      

*What are the Customer Specific Loading Requirements?

I/T

What databases will be needed?      

What will the communication system be?      

Human Resources

Is there any added insurance requirements for this contract?      

What are the state specific labor laws?      

Is health insurance required?      

Will there be Workman’s Comp?      

Who will the carrier be?      

Will the Family Leave Act be implemented?      

Will there be sick days?      

Will there be vacation?      

What are the overtime laws?      

Any other information?      

Safety

What programs will need to be established at this location?      

What is the time frame for completing all programs?      

Discovery Review

Discovery Review takes places after the resource acquisition stage. Any changes that should be made to the Discovery Stage are discussed and documented below. Both the Customer and Project Manager must sign off.

Note: Changes to the Discovery Stage should be made to correct problems that arouse during resource acquisition.

Discovery Review Finding:

___________________________________________________________________________________________________

Customer Representative:________________________________

Date:_____________

ACTION Representative:__________________________________

Date:_____________

Upper Management Signature of Review:

____________________________________________________________

Title:_________________________________

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