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Vendor Onboarding · Facilities

Summit Mechanical

HVAC contractor · 14 active work orders

NOT READYVendor
92%
Ready
Result
NOT READY

Background check required before work authorization.

4/6 requirements complete · started 9 days ago · owner Dana Whitfield
Alfred's analysis

Summit Mechanical is one requirement away from activation. Insurance, contract, and W-9 are verified; the background check request was sent 6 days ago and has had no response. Safety orientation is scheduled for Thursday. Based on 31 prior vendor onboardings, this vendor is 4 days slower than median — the delay is entirely in the background-check step, which is the #1 bottleneck across Facilities.

Alfred recommends; humans approve. No legal advice is provided.

Requirements

Configured by your organization — these drive the readiness score.

  • Certificate of InsuranceComplete
    Owner · Dana Whitfield
    Expires Mar 14, 2027 · $2M general liability
    COI-2026-Summit.pdf
  • Master Services AgreementComplete
    Owner · Legal
    Countersigned Jun 12
    MSA-Summit-signed.pdf
  • W-9Complete
    Owner · Finance
    W9-Summit.pdf
  • Background checkMissing
    Owner · Risk · overdue 3 days
    Requested Jun 21 · no vendor response
  • Safety orientationScheduled
    Owner · Facilities · Thursday, 9:00 am
  • Workers' comp certificateComplete
    Owner · Risk
    Expires Jan 2, 2027
    WC-Summit.pdf

Audit timeline

Every action, every actor, permanently recorded.

  1. Workflow started from template 'Vendor Onboarding'
    9 days ago · Dana Whitfield
  2. COI uploaded and verified — expiration extracted automatically
    8 days ago · Alfred
  3. MSA countersigned via DocuSign
    7 days ago · Legal
  4. Background check requested
    6 days ago · Risk
  5. Reminder sent — no response
    3 days ago · Alfred
  6. Flagged as stalled: step exceeded 5-day SLA
    Today · Alfred

Approvals

  • Dana Whitfield
    Facilities Manager
    Approved Jun 20
  • Marcus Reyes
    Finance Director
    Waiting
  • Elena Marsh
    COO
    Not started

Risk indicators

  • Background check step has been stalled 6 days
  • 14 work orders queued behind activation

Documents & evidence

  • COI-2026-Summit.pdf
    Certificate of Insurance · expires Mar 14, 2027
  • MSA-Summit-signed.pdf
    Agreement · expires Jun 12, 2028
  • WC-Summit.pdf
    Workers' comp · expires Jan 2, 2027

Readiness is computed from the requirements your organization configured for the "Vendor Onboarding" workflow. Change the workflow and the score changes with it.