Checklist

Annual vendor review checklist

Once a year, every important vendor deserves a proper check-in. This is the short, sensible version, no theatre, just the questions that matter.

4 min read Updated 1 July 2026

Evidence refresh

  • Insurance certificates current for the next 12 months.
  • Accreditations still valid.
  • DPA / sub-processor list unchanged (or diff reviewed).
  • Financials filed within the last 18 months.

Relationship

  • Named contacts confirmed.
  • Spend and scope reviewed for tier changes.
  • Any incidents in the last 12 months documented.

Forward-looking

  • Contingency: what would we do if this vendor disappeared next week?
  • Renewal terms considered ahead of contract auto-renewal.
  • Notes for next year's review.

Frequently asked questions

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