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post #1 of 23 (permalink) Old 08-06-2013, 09:31 AM Thread Starter
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SG Vendor Field Audit

My QC rep recently presented me with a 4 tab excel spreadsheet called a Vendor Field Audit. Anyone else seen this?

How do you feel about being asked to provide information that, IMO, isn't any of their business?

They are asking for a detailed description of how I perform work orders, QC, distribution of work to field crews, if I have lien waivers on everybody, background checks on everybody, waivers and checks on sub-contractors. They basically are wanting me to show them my business model.

Seems a bit invasive to me.
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post #2 of 23 (permalink) Old 08-06-2013, 09:49 AM
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You signed the contract that lets them do this type of thing. I treat SG like any other customers, if they want it completed a certain way we do it that way and keep them happy.

I get it almost every year, its not a big deal unless you currently don't follow the rules. I enjoy it because the safeguard OC guys come and hang and give you tips and pointers. The audit usually takes 4-5 hrs. Some times they go out in the field with you and work on a couple orders giving you pointer to increase production and decrease chargebacks. In my opinion the QC reps are a good thing because they are just in place to help you. If you made a mistake or missed something they let you fix it. If you do a good job they also have the power to increase your work load.


Most people get in trouble for not being licensed, they catch that in the audit and some states it can take up to 6 months to get the proper licenses so I hope you did you homework.
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post #3 of 23 (permalink) Old 08-06-2013, 12:11 PM
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Bama it is invasive. First couple of times my office manager filled it out and sent it in. I told her to put whatever she wanted on it. After that, no more. I know for some people it is Safeguard or bust; I told them we are a privately held company and it didn't matter if they think we agreed to it or not. We did satisfactory work for them so they let it go. It is their game so they do as they wish. We will just not work like that.
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post #4 of 23 (permalink) Old 08-06-2013, 12:31 PM
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Quote:
Originally Posted by BamaPPC View Post
My QC rep recently presented me with a 4 tab excel spreadsheet called a Vendor Field Audit. Anyone else seen this?

How do you feel about being asked to provide information that, IMO, isn't any of their business?

They are asking for a detailed description of how I perform work orders, QC, distribution of work to field crews, if I have lien waivers on everybody, background checks on everybody, waivers and checks on sub-contractors. They basically are wanting me to show them my business model.

Seems a bit invasive to me.
LPS does this also. It's no more invasive than a colon exam.
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post #5 of 23 (permalink) Old 08-06-2013, 02:59 PM Thread Starter
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We have all the information and paperwork they require. That's not the problem.

Problem I have is, it's none of their business. How I get the job done is now of their business. The end result is, but not the how.

In fact, independent contractor is defined as not having control over how the work is completed. Just that it is completed.

And I thought they were going to require me to hand over background checks on all my employees...was going to be a deal breaker. But, they just wanted to know I had background checks on everyone. That let my pulse rate go down a few notches.
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post #6 of 23 (permalink) Old 08-06-2013, 03:52 PM
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This is what we went through and it went very well. The guys were really nice and it was all pretty casual.



Please confirm and inform us of any changes to the contact information and address below as soon as possible.
Good morning.
This email is to confirm our visit to your home/office to have a formal review of your business and your relationship with LPS.

We will be arriving at your facility at approximately 8:00AM – 10:00AM on Monday, March 4th, 2013. In case of any changes to arrival time I will contact you directly at XXX-XXX-XXXX. The visit will be approximately 2 hours in length, I will be joined by XXXXXX.

We will discuss the agenda provided and any other topics you would like to discuss. Please confirm receipt of this email and let me know who else from your company will be joining us for our meeting. Let me know of any other questions or concerns you may have regarding our upcoming visit.
The purpose of this visit is for LPS to get a better understanding of your business. We would like to discuss with you your company’s background, processes and procedures. Below is an outline for our visit to your office:
· LPS Background for Visit
· Tour of Facility/Office
· LPS Administrative Review
· Company Background
o Volume
o Coverage
o Services Offered
· Business Model
o Staffing levels
o Supply ordering/ Inventory
o Business continuity plans
o Document management
o Office Infrastructure
o Subcontractor Network
o Performance Management
o Quality Control Plans
In order to make this meeting as productive as possible if you can have the following ready and available for when we arrive:
· Any available training or process manuals
· Example of your subcontractor agreement
· Any documented Quality Control Plan or Process
If you have any questions please do not hesitate to give me a call.
See you soon!
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post #7 of 23 (permalink) Old 08-06-2013, 04:51 PM
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Quote:
Originally Posted by BamaPPC View Post
My QC rep recently presented me with a 4 tab excel spreadsheet called a Vendor Field Audit. Anyone else seen this?

How do you feel about being asked to provide information that, IMO, isn't any of their business?

They are asking for a detailed description of how I perform work orders, QC, distribution of work to field crews, if I have lien waivers on everybody, background checks on everybody, waivers and checks on sub-contractors. They basically are wanting me to show them my business model.

Seems a bit invasive to me.
Are you their employee???
That's the bottom line...
Here is something that may help...
http://foreclosurepedia.org/debate-b...ground-checks/

IMHO..invasive...I wouldn't mind having a look-see sounds like an article followed by a survey to me!!!

Aladay LLC
Property Preservation
New Business Consultant
Custom Glass&Wood
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post #8 of 23 (permalink) Old 08-06-2013, 06:12 PM
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The first part of that notice sounds like something the BATF sends out to gun dealers when they are coming out to shake down their business and records. Good God, they are going to be in for some treats with the new group of CL hires.
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post #9 of 23 (permalink) Old 08-06-2013, 10:35 PM
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Go ahead everyone and keep kissing Safeguards ass! They will just keep getting bigger and screw you harder!!!
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post #10 of 23 (permalink) Old 08-07-2013, 07:21 AM
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This is why I keep telling them to pack sand when they contact me. '

I was a commercial construction contractor for over 15 years. I completed single contracts that were larger than my annual gross for P&P and not one time was asked to bend over and grab my ankles like this.

Means and methods are up to me and they are business secrets you have no business seeing. Period.
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