How to use this tool

This workbook is designed to help you manage compliance requirements in a clear and organised way. In the Compliance Checklist Sheet, review each requirement regularly and update its status in the notes section. Be sure to add verification dates, record the name of the reviewer who verified the requirement, and note the location of any supporting documentation. 

To understand vendor contract management at a deeper level we recommend reading:

• Vendor & Contractor Management for CRE: Guide 2025
  
• Tracking Vendor Performance & Quality Over Time

Keep in mind that requirements may vary depending on your jurisdiction, so the checklist can be downloaded and customised as needed.

It is wise to consult local legal and insurance professionals to confirm which obligations apply to your business. Not all requirements will apply to every vendor type, but regular updates and reviews will ensure that you remain in ongoing compliance and reduce the risk of oversight.