ENGAGEMENT PROCESS

The engagement process.

Every Meridian engagement follows a defined process. Full mandates follow all eight steps below, from supplier identification through to shipment. Standalone advisory services (see Pricing) follow only the steps relevant to that service — typically Initial Consultation, Engagement Letter, and the specific service step itself. No work commences without a signed engagement letter.

01

Initial consultation

A structured one-hour session to confirm the client's objective, assess sourcing feasibility, and agree scope. Offered standalone as Procurement Consultation (see Pricing) or as the first step of a full mandate. The consultation fee is applied as a credit toward Meridian's fee on proceeding to a full engagement mandate.

02

Engagement letter

A formal written agreement executed by both parties before any work begins. Sets out the agreed scope, fee basis, minimum fee, third-party cost treatment, and termination provisions. No engagement proceeds without a signed letter.

03

Supplier identification and verification

Structured research, verification against China's National Enterprise Credit Information Publicity System (NECIPS), and scoring using the Meridian Supplier Assessment Protocol. Delivered as a written Supplier Shortlist Report with a primary recommendation and stated reasoning. Factory visits coordinated through accredited third-party partners where the engagement requires it.

04

RFQ management and negotiation

RFQ drafted and distributed to the verified supplier shortlist. All quotes compared on a like-for-like basis. Recommendation and full negotiation record delivered in writing.

05

Supply Agreement Coordination & Documentation Support

The underlying supply agreement is drafted or reviewed once commercial terms are confirmed — covering price, quality standards, delivery obligations, and remedies for breach.

06

Trade Documentation Support & General Tariff Information

HS classification, import duty advisory, applicable trade agreement analysis, certification requirements, and commercial document preparation or review — covering the client's destination market.

07

Quality inspection coordination

Inspection brief prepared and submitted to an accredited inspection company. Findings reviewed and a written advisory issued within 24 hours of the inspection report.

08

Invoicing and close-out

Meridian's fee invoiced at the agreed milestone against the confirmed FOB supplier invoice value. Third-party costs invoiced separately at cost with supporting documentation attached.