Template · procurement

Vendor COI Checklist

The vendor onboarding checklist that gates a vendor before any PO can be cut. Catches expired insurance and missing W-9s before they become audit findings.

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What's In It.

Certificate of Insurance (COI) — current, additional-insured, limits
W-9 or W-8 series on file
Stripe Connect payout account onboarded
Scope of work signed
MSA or NDA executed (if applicable)
Compliance acknowledgements completed

Best For

Procurement managersVendor coordinators

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