| Mandate and incentives | Proposed service scope, workflow, deliverables, communication cadence, fee basis, and declared relationships | Appointment terms, authority limits, conflicts, confidentiality, payment recipient, termination, and who the agent represents | Signed scope, fee and expense schedule, conflict disclosure, contact and escalation map |
| Requirement and search | Clarification questions, search strategy, longlist, outreach, capability evidence, and comparable supplier profile | Business need, specification approval, legal restrictions, target market, mandatory criteria, shortlist, and acceptable trade-offs | Controlled brief, search log, exclusion reasons, evidence date, shortlist approval |
| Supplier identity and capability | Registration and identity collection, site or video coordination, document cross-checks, capability questions, and risk flags | Contracting entity, bank beneficiary, beneficial or related-party concerns where relevant, technical fitness, and residual risk acceptance | Verification pack, source links, validity dates, contradictions, open questions, buyer decision |
| Quotation and negotiation | Normalize scope, request clarifications, compare price and non-price terms, record supplier positions, and coordinate revisions | Commercial target, approved concessions, Incoterms rule and named place, contract, purchase order, warranties, remedies, and final award | Comparison sheet, assumptions and exclusions, negotiation log, approved quotation and contract set |
| Samples, quality, and change | Schedule samples and inspections, transmit controlled requirements, follow actions, preserve photos and reports, and flag deviations | Acceptance criteria, compliance route, golden sample or reference approval, change approval, deviation acceptance, and lot release | Sample register, specification revision, test and inspection evidence, change and nonconformance log |
| Payment and shipment | Track milestones, verify documents against instructions, coordinate forwarder and supplier information, and report exceptions | Beneficiary verification, payment authorization, customs and import obligations, insurance decision, shipment release, and destination acceptance | Verified payment instruction, approval trail, transport documents, release decision, and exception record |