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DocuSign Envelope ID: 103DC81A-DA34-4DDA-AAF4-6AAAB065D71F <br /> 65 Specifically describe any self-audit process or program that you Over the course of its 65-year history Mansfield has <br /> plan to employ to verify compliance with your proposed Contract successfully onboarded hundreds of government customers. <br /> with Sourcewell. This process includes ensuring that Sourcewell Onboarding a new customer involves collaboration between <br /> participating entities obtain the proper pricing, that the Vendor agency stakeholders and Mansfield as both parties determine <br /> reports all sales under the Contract each quarter, and that the the optimal execution strategy. The success of a contract's <br /> Vendor remits the proper administrative fee to Sourcewell. Provide transition will be determined in part by the cooperative <br /> sufficient detail to support your ability to report quarterly sales to communication between Mansfield and each participating <br /> Sourcewell as described in the Contract template. agency. <br /> To initiate an onboarding, Mansfield convenes an internal <br /> onboarding meeting to review the scope of the negotiated <br /> agreement, align stakeholders on the requirements, and plan <br /> for execution based on the specifications of the contract. <br /> This meeting would include the key stakeholders outlined in <br /> this proposal, as well as the front-line staff responsible for <br /> cascading a customer's requirements across the <br /> organization. <br /> Mansfield has a prescriptive onboarding program which is <br /> overseen by the company's Governance team that handles <br /> and approves all customer inputs into the firm's ERP system. <br /> It is critical for the process to be followed in its entirety to <br /> ensure each customer is successfully onboarded. The <br /> process utilizes Microsoft Power Apps to push information <br /> and workflows through several Mansfield departments to: <br /> - Ensure Mansfield is providing a first-class customer <br /> experience. <br /> - Bring together all departments with a common goal and <br /> purpose to hold each other accountable. <br /> - Ensure the customer is onboarded properly with operational <br /> precision so that all ordering, dispatching, and billing <br /> processes are seamless. <br /> There are various steps in the process that must be followed: <br /> 1. Credit Application Initiation <br /> 2. Credit Review and Approval <br /> 3. CRM Assignment <br /> 4. Pre-Onboarding <br /> 5. Internal Onboarding Meeting <br /> 6. Onboarding Form Completion <br /> 7. Governance Approval <br /> 8. Tax Approval <br /> 9. Department Notifications <br /> 10. Price Letter Setups <br /> 11. 1/30/60/90 Day Customer Reviews <br /> The Mansfield Sales and Account Management teams work <br /> diligently to guarantee this process is followed and <br /> completed efficiently, which enables us to ensure all <br /> Sourcewell participating entities obtain the proper pricing. <br /> Additionally, Mansfield works with a number of entities who <br /> request specific reporting requirements and administrative fee <br /> payments - accordingly, Mansfield's Account Management <br /> team works closely with our Business Analytics data team to <br /> develop auto-generated reporting for each specific contract <br /> that needs to be tracked. Any new participating agency can <br /> simply be added to this report upon contract setup. This <br /> creates accurate and repeatable reporting capabilities to <br /> ensure the proper gallons are reported and administrative <br /> fees paid. <br /> Bid Number: RFP 121522 Vendor Name: Mansfield Oil of Gainesville <br />