Vendor Onboarding Checklist

Vendor Onboarding Checklist

Vendor Name:   Primary Contact:

Vendor Address:

WHEREAS

WHEREAS, the Company desires to retain Vendor to provide goods or services described in the Scope of Work below and to collect and verify documents required to commence business operations; and

WHEREAS, Vendor represents and warrants that it is duly organized, authorized to conduct business, and will maintain in force all required licenses, certifications, and insurance during the term of engagement; and

WHEREAS, the parties agree that receipt and verification of specified documentation and completion of onboarding steps is a condition precedent to commencing work and payment.

CHECKLIST — REQUIRED DOCUMENTS & VERIFICATIONS

Complete each item below. Checked items indicate document received and verified, or task completed.

 W-9 (tax form) — Federal Tax ID/EIN or SSN on file

 Certificate of Insurance (COI) naming Company as additional insured where required

 Business License or Professional License (as applicable)

 Executed Master Services Agreement or Purchase Order Terms

 Bank Letter or Voided Check for ACH setup

 References checked (list below)

 Security / Privacy Questionnaire completed

 Background screening or clearance (if required)

VENDOR CLASSIFICATION & TAX

Tax Identification Number (EIN/SSN):

Entity Type:

 Corporation     LLC     Sole Proprietor     Partnership     Other

SCOPE OF WORK

Describe the goods or services to be provided, deliverables, and performance expectations.

PAYMENT TERMS

Agreed Payment Amount: $   Payment Schedule:

Late Payment Fee: — Vendor acknowledges that late payments may incur the fee specified above until paid in full.

PAYMENT SETUP

TERM & TERMINATION

Start Date:   End Date (if applicable):

Either party may terminate for convenience upon written notice of days. Termination for cause may be immediate where the other party materially breaches any obligation and fails to cure within 15 days after written notice, or immediately for breaches involving confidentiality, data security, or illegal conduct.

CONFIDENTIALITY

Vendor shall maintain as confidential all non-public information disclosed by Company, including business processes, pricing, customer data, and system access credentials. Vendor agrees to use confidential information solely for performance of services and to restrict disclosure to personnel having a need to know, who are bound by confidentiality obligations at least as protective as those here. Confidentiality obligations shall survive termination for a period of three (3) years, or longer where required by law for personal data.

INSURANCE & LIABILITY

If Vendor will perform on-site work or handle Company data, Vendor must maintain insurance coverage sufficient to cover its obligations, including commercial general liability and, where applicable, professional liability and cyber liability. Vendor shall provide a certificate of insurance prior to commencement of services and shall provide 30 days' notice of cancellation or material reduction in coverage.

GOVERNING LAW

This onboarding and any resulting agreement shall be governed by the laws of the State of , without regard to choice of law principles. Any dispute arising out of this relationship shall be resolved in the courts of that state unless otherwise agreed in a separate written agreement.

ENTIRE AGREEMENT

Completion of this checklist and receipt of required documents does not alone create a purchasing obligation. Where a Master Services Agreement, Purchase Order, or other contract governs the relationship, those documents control. This checklist reflects administrative onboarding steps and the Vendor's certification of information provided; it is incorporated into any subsequent agreement to the extent parties expressly reference it.

VENDOR CERTIFICATIONS

By signing below, Vendor certifies that all information and documents provided are true, complete, and accurate; that Vendor is authorized to enter into contracts on behalf of the entity named above; and that Vendor will comply with the Company's applicable policies, including data protection, security, and anti-bribery requirements where applicable.

Sign Now