VENDOR MAINTENANCE SERVICE MANAGEMENT

Created by ChecklistGuro (https://checklistguro.com)

[ ] Fetch Vendor Profile: Retrieve existing vendor details from the Vendor Data Model to check for existing records.
[ ] Create Vendor Onboarding Request: Create a new entry in the Service Request Data Model to initiate the maintenance process.
[ ] Verify Vendor Documentation: Assign a task to the Compliance Officer to verify insurance, licenses, and tax documents.
[ ] Update Vendor Risk Score: Update the risk assessment field in the Vendor Data Model based on the verification results.
[ ] Calculate Background Check Fee: Calculate the total processing cost by adding administrative fees and third-party screening costs.
[ ] Technical Capability Assessment: Assign a task to the Procurement Manager to evaluate the vendor's technical ability to meet service levels.
[ ] Aggregate Vendor Spend: Sum all historical service entries for this vendor to determine total annual spend for budget approval.
[ ] Notify Vendor of Pending Documents: Send an automated email to the vendor contact requesting missing or expired documentation.
[ ] Update Service Level Agreement (SLA): Update the 'Contract Status' in the Data Model to 'Active' once all assessments are passed.
[ ] Final Procurement Approval: Create a high-priority task for the Department Head to provide final sign-off on the vendor.
[ ] Generate Vendor Contract: Create a new entry in the Contracts Data Model linked to the approved Vendor entry.
[ ] Alert Procurement Team: Send an SMS alert to the procurement lead when a high-risk vendor fails the verification stage.
[ ] Vendor Onboarding Summary Report: Generate a monthly report summarizing all new vendors onboarded and their current status.
[ ] Remove Duplicate Vendor Records: Delete any duplicate entries found in the Vendor Data Model during the reconciliation step.
[ ] Set Maintenance Schedule: Update the 'Next Review Date' in the Vendor Data Model based on the calculated audit frequency.

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