Company Name
Point of Contact
Product Name/Model Number
Intended Use Case
Please indicate which of the following certifications the product holds. Attach digital copies of certificates where applicable.
Certification Type | Held? (Y/N) | Certificate Number / Expiry | Upload File | |
|---|---|---|---|---|
Quality Management (e.g., ISO 9001) | ||||
Environmental (e.g., ISO 14001) | ||||
Safety Standards (e.g., UL, CE, ANSI) | ||||
Data Privacy (e.g., GDPR, SOC2) | ||||
Industry Specific (e.g., NSF, FCC) | Yes |
For physical goods or chemical products, please complete the following:
SDS Availability: Is a Safety Data Sheet (SDS) available for this product?
Hazardous Materials: Does this product contain any restricted substances (RoHS, REACH, etc.)?
Physical Protection: Does the product require specific Personal Protective Equipment (PPE) for operation?
Disposal: Are there specific environmental protocols for end-of-life disposal?
Warranty Period
Product Liability Insurance: Does your company maintain active product liability insurance?
Recall History: Has this product or its predecessors been subject to a safety recall in the last 5 years?
User Training: Is specialized training or certification required to operate this product?
No
Yes (Provided by vendor)
Yes (Third-party required)
I hereby certify that the information provided is accurate to the best of my knowledge and that the product listed complies with all applicable national and international safety regulations for its category.
Authorized Signature
Form Template Insights
Please remove this client intake form insights section before publishing.
The first section establishes a traceability link. By capturing the exact model number and the "Intended Use Case," you ensure that the product is being evaluated for its specific environment. A tool that is safe in a dry warehouse might be hazardous in a high-moisture area; this section ensures the vendor confirms the product is fit for your specific purpose.
The table is designed to verify third-party validation.
This section focuses on the physical properties of the item.
This part of the form looks at the human element of using the product.
Mandatory Questions Recommendation
Please remove this mandatory questions recommendation before publishing.
Why it is mandatory: A product is only as safe as its application. This question forces the vendor to confirm that the equipment or material is engineered for your specific environment (e.g., indoor vs. outdoor, high heat vs. cold storage). Without this, a business might unknowingly use a product in a way that exceeds its structural or electrical limits, leading to equipment failure or fire hazards.
Why it is mandatory: For any chemical, lubricant, or hazardous material, the SDS is the primary source of truth for emergency response. It contains standardized information on:
Why it is mandatory: Small businesses often lack the laboratory equipment to test the electrical or structural integrity of a new tool. Relying on recognized certification marks ensures that a competent third-party body has already verified that the product meets minimum safety requirements. This prevents the introduction of "sub-standard" or counterfeit goods into the inventory that could cause shocks, cuts, or mechanical collapses.
Why it is mandatory: This is essential for day-to-day operational readiness. If a product requires a specific grade of respirator or high-voltage gloves that your business does not currently own, you cannot use the product safely upon delivery. Identifying these needs during the inquiry phase ensures you have the correct protective gear on hand before the first person touches the equipment.