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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