Carbon Chain Code
CCC-SUP-001Supply Chains · Toolkit
Supplier Sustainability Questionnaires: Guide + Excel Toolkit
A guide, Excel toolkit and editable forms for running a supplier sustainability questionnaire campaign and following up on real gaps.
CCC-SUP-002Supply Chains · Supplier due diligence
Supplier Onboarding and Due Diligence: Assessment and Approval Toolkit
A field guide, Excel toolkit and editable forms for assessing a new supplier, recording an authorised decision and controlling the approved scope.
$149
Buy on Gumroad
One purchase covers one organisation, all its sites and staff. Licence and refund terms
About this toolkit
Approving a supplier is a decision with a scope, conditions and an owner. Record it that way.
This toolkit takes a manufacturing buyer from the purchasing decision through entity and site identification, an evidence checklist, technical and sourcing evaluation, handling adverse impacts and remedy, to an authorised decision with a controlled scope and a reassessment plan. It draws on the OECD due-diligence approach without claiming to make a buyer compliant with any law.
What's inside
- Guide (PDF, 10 pages): entity and scope, evidence checklist, technical evaluation, adverse impacts, decision, reassessment.
- Excel toolkit: blank working copy with sheets for Dashboard, Assessments, Documents, Issues, Decisions, Conditions, Evaluations. Fixed review date, drop-downs and a native-chart dashboard. No macros.
- Worked example (Excel): the same workbook filled with fictional records, so you can see every queue and chart in use.
- Worked case (PDF): a two-page case that walks through the example and has you reconcile the dashboard.
- 7 editable Word forms: Supplier intake and risk triage; evidence plan and supplier request; document verification worksheet; domain evaluation and recommendation; concern, remediation and closure; authorised decision and scope release; supplier monitoring and renewal.
- Data setup and migration guide (PDF), 6 blank and fictional CSV layouts and a field dictionary for importing your own records.
- Glossary and verification record (PDF): every external source with the edition checked and its status, plus recomputed worked calculations.
Who it's for
Sourcing, procurement, supplier quality and responsible-sourcing teams at brands and manufacturers onboarding new suppliers or sites.
What it is not
It is a practical working aid written from practitioner experience. It is not legal advice, an assurance opinion or a certification, and it is not issued or endorsed by any standards body, regulator or scheme.
Look inside
Real pages and screens from the download. Select any image to enlarge it.
FAQ
Which software do I need?
Desktop Microsoft Excel for the workbooks (tested in Microsoft 365 on Windows; no macros), a PDF reader and Word or a compatible editor for the forms. Other spreadsheet programs may not support every formula, chart or drop-down.
Can my whole team use it?
Yes. One purchase covers one organisation, all its sites and staff, with no expiry. You can edit the files and share your completed records, but not resell or redistribute the blank toolkit. Full terms are on the licence page.
Is the worked example real company data?
No. The worked example and worked case use a fictional manufacturer and fictional data so you can see every queue and chart in use. Do not copy their figures into your own records.
Save with a bundle
- Supplier Programme Pack $289 instead of $377 · Three toolkits for supplier questionnaires, supplier onboarding and Scope 3 supplier data, for one organisation.
Need a CSRD gap analysis or hands-on implementation? Sustainability Frisk can help. www.sustainability-frisk.com
Related guides
CCC-SUS-027Sustainability/ESG · Toolkit
Collecting Scope 3 Data from Suppliers: Versioned Data and Handover Toolkit
A guide, Excel toolkit and editable forms to request, review and version supplier data for a Scope 3 inventory, then hand it over cleanly.