Submit an Opportunity - Deal Exchange

Opportunity Assessment

Step 1 of 4 - Contact Information

25%

Company Name(Required)

Contact Name(Required)

First Last

Contact Email(Required)

Contact Phone(Required)

Other than current orders or raw material coverage, do you have any contracts in place on items within the packaging category?(Required)

Yes

Please describe these contracts in terms of suppliers, approximate spend under contract, and expiration dates.(Required)

Please provide copies of any contract or supply agreement.

Max. file size: 128 MB.

When was the last time your Packaging categories were brought out for an in-depth strategic sourcing review? Please provide specifics if different by category.(Required)

Are there any formal mechanisms in place to adjust pricing per established frequency and published market changes?(Required)

Yes

Please provide specifics on the mechanism, the frequency of allowed pricing adjustments, and publication(s) or index(s) utilized.(Required)

Have any changes been made in the mix of packaging suppliers in the last 4 years?(Required)

Yes

Please explain what drove the changes. For example: was this a result of a bidding process, a business acquisition, or were there service or quality issues with a previous supplier?(Required)

Where does your organization keep detailed specifications for all items in these Packaging categories?(Required)

At a Central Location

At a Local Manufacturing Facility

Does your organization keep specification files electronically?(Required)

Yes

Are there rebate arrangements in place for any packaging suppliers?(Required)

Yes

Please provide specifics of the rebate, and if any were earned in the most recent 12-month period.(Required)

Are any packaging suppliers actively engaged in a cost takeout program?(Required)

Yes

Please provide specifics:(Required)

Please describe the pricing structure for each Packaging category now in effect: (Required)

Stand-Alone by Order

Fixed Pricing

Price Brackets by Order Quantity

Other

Please provide the following details on your current payment terms including any early pay discounts and if you take advantage of them. (Required)

Please select how freight is handled in the unit pricing for packaging items?(Required)

Freight Included all items

Freight Excluded all items

Freight varies by supplier

Does your organization arrange to pick up materials, or do suppliers arrange shipping? Please provide specifics if different by category.(Required)

Graphic Design Costs: For Printed Packaging Only - Describe how pre-press, printing plates, and die-cut tooling are paid for on new items and/or new graphic designs. Please explain if your organization is charged in full, if these costs are amortized into your packaging pricing, and/or if there are other arrangements (i.e. supplier pays for and owns)(Required)

High-Level Spend Information: Please complete the following table for your Packaging categories:(Required)

Packaging Category

Current Vendor

Annual Spend (most recent 12 months)

Currency

Ship-To Plant Location

Approximate # of Items/SKUs

Spend Information Request (optional): If you cannot provide high level category spend information in the previous question, please attach an excel file containing PO/Transaction details with the following information:

Max. file size: 128 MB.

Need:
1) Item # (internal), 2) Item Description, 3) Ship-To Location (internal company name of plant/company/location/warehouse), 4) Vendor Name, 5) Date (typically received date, last 12 months of orders at a minimum), 6) Quantity Purchased, 7) Quantity Unit of Measure, 8) Currency, 9) Extended Cost (Total Paid = Price x Qty)

Want:
10) Internal Category, 11) Pricing/Freight Terms (FOB / DLVD), 12) PO #, 13) Manufacturer (if different from vendor), 14) Ship-To City, 15) Ship-To State

Pallets: Please indicate the following measurements in inches:(Required)

Maximum allowable height per truck:

Maximum allowable height per customer:

Allowable length overhang:

Allowable width overhang:

Are shippers allowed to be rotated on the pallet?(Required)

Yes

Please provide a brief explanation.(Required)

What are your current Pallet costs?(Required)

Supply Chain: For all items included in this project, please input the location(s) of where your finished product is shipped:(Required)

Product Description

Location (City/State)

Third-Party Logistics: Are there any 3PL costs (i.e. pallet in/out, storage, touch fees, etc.)?(Required)

Yes

Please provide a brief description. (Required)

Pricing: Are there any loaded labor rates?(Required)

Yes

Please include a brief description.(Required)

Freight Costs: Please describe any freight costs your organization has.(Required)

Equipment Changes: Are packaging equipment changes in scope?(Required)

Yes

Please indicate if automation capital spend is available, and if there are any capital ROI requirements (i.e. 2-year ROI on any capital).(Required)

Integrators: Do you have a preferred packaging equipment integrator?(Required)

Yes

Please indicate your current options for integrators.(Required)

High-Level Spend Information: Please complete the following table for this Optimization category:(Required)

Finished Good Description

Vendor Name

Annual Spend (most recent 12 months)

Spend Information Request: Please provide an excel file with separate columns for each of the following fields:

Max. file size: 128 MB.

1. Corrugated SKU Utilized (with enough info to tie each item to the spend file provided)
2. Units per Case
3. Cases per Pallet
4. Ti and Hi for Pallet
5. Pallets Shipped per Finished Product SKU Over Past 12 Months

Last Time Sourced: When was the last time your Raw Material categories were brought out for an in-depth strategic sourcing review? Please provide specifics if different by category.(Required)

Coverage Frequency: In what frequency do you cover your company's needs across your Raw Material categories? Please provide specifics if different by category.(Required)

Supplier Mix: Have any major changes been made in the mix of Raw Material suppliers in the last 4 years?(Required)

Yes

Please explain what drove the changes. For example: was this a result of a bidding process, a business acquisition, or were there service or quality issues with a previous supplier?(Required)

Specifications: Where does your organization keep detailed specifications for all items in these Raw Material items/categories?(Required)

At a Central Location

At a Local Manufacturing Facility

Specifications: Does your organization keep specification files electronically?(Required)

Yes

Custom Items: Do you have any custom/proprietary items in the Raw Material category?(Required)

Yes

Please describe the current situation and items involved.(Required)

Customer-Specified Supplier: Do you have any customer-specified suppliers for any items in this Raw Material category?(Required)

Yes

Please describe the current situation and supplier(s) involved.(Required)

Cost Takeout: Are any Raw Material suppliers actively engaged in a cost takeout program?(Required)

Yes

Please provide specifics.(Required)

R&D: Please answer the following two questions related to Research & Development: 1. Do you have a strong relationship with R&D? 2. Is there a dedicated R&D resource focused on approving alternate suppliers for cost savings?(Required)

New Product Development: Is Procurement involved/included in new product development from the beginning?(Required)

Yes

Please provide a brief explanation of their involvement.(Required)

Unique Supplier Services: Do any of your current suppliers provide the following unique services? If YES, please provide a brief description.

Unique Needs / Issues

Warehousing by Supplier

Supplier Managed Inventories

Short Lead-Time Response

Other (Please Describe)

Special Requirements: Are there any special requirements regarding Raw Materials that we should be aware of?(Required)

Yes

Please provide a brief description(Required)

Market-Based Pricing: Are any of your Raw Material products priced using a market-based formula?(Required)

Yes

Please provide an explanation of the formula used(Required)

Freight: Please select how freight is handled in the unit pricing for Raw Material items?(Required)

Freight Included all items

Freight Excluded all items

Freight varies by supplier

Rebates: Are there rebate arrangements in place with any Raw Material suppliers?(Required)

Yes

Please provide specifics of the rebate, and if any were earned in the most recent 12-month period.(Required)

High-Level Spend Information: Please complete the following table for your Raw Material categories:(Required)

Raw Material Category

Current Vendor

Annual Spend (most recent 12 months)

Currency

Ship-To Plant Location

Approximate # of Items/SKUs

Max. file size: 128 MB.

Need:
1) Item # (internal), 2) Item Description, 3) Ship-To Location (internal company name of plant/company/location/warehouse), 4) Vendor Name, 5) Date (typically received date, last 12 months of orders at a minimum), 6) Quantity Purchased, 7) Quantity Unit of Measure, 8) Currency, 9) Extended Cost (Total Paid = Price x Qty)

Want (if available):
10) Internal Category, 11) Pricing/Freight Terms (FOB / DLVD), 12) PO #, 13) Manufacturer (if different from vendor), 14) Ship-To City, 15) Ship-To State