Guides / Baseline field notes

A practical carrier vetting checklist

A useful checklist records what was checked, what it showed and what remains unanswered.

Define what you need to know

Begin with the intended work: the counterparty, the service and the decision your team is making. Public registration data cannot answer every commercial or operational question. Name the separate evidence you need before opening a lookup.

Keep each check tied to evidence

Use this as an operational worksheet, adapted to your own process. It is not a certification standard.

  • Entity: record the USDOT, docket and legal name, including any mismatch in submitted documents.
  • Source facts: save the field value, source and check time; read authority separately from registration.
  • Contact: establish that the person communicating belongs to the intended entity.
  • Commercial requirements: obtain the documents and confirmations needed for the specific work.
  • Open questions: assign a person and next action to each unresolved discrepancy.

Investigate overlaps without making accusations

A shared address or phone can guide a follow-up question. Compare exactly which field matches and when it was observed. A single match does not prove the businesses share ownership, management or conduct.

Decide what deserves another check

An initial review is a dated observation. Record what you would recheck if contact details, instructions or source facts change. Baseline’s future monitoring is intended to support that follow-up, but scheduled monitoring is not available in this release.

Put the record in context

Start with an identifier.

Find the company, compare the facts and follow the source.

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