Comprehensive Annual Vendor Performance Review & Compliance Assessment

Supplier Legal Entity Name

Unique Supplier ID/Vendor Number

Registered Business Address

Contract ID/Purchase Order Number

Contract Title or Service Description

Contract Effective Start Date

Contract Expiration/End Date

Total Contract Value (LC)

Contract Strategic Classification

Primary Spend Category

Primary Vendor Contact Name

Vendor Contact Email

Vendor Contact Phone

Internal Procurement Lead Name

Current Contract Status

Is this supplier considered a critical vendor to core operations?

Describe the operational impact and contingency plans if this vendor were to fail:

Overall SLA Performance Rating (Past 12 Months)

If overall rating is 2 stars or below, provide detailed Performance Improvement Plan:

Critical SLA Metrics Achievement Details

Were there any critical SLA breaches causing business disruption?

Detail each breach: date, impact, root cause, and vendor response effectiveness:

On-Time Delivery Rate for All Deliverables (%)

Deliverable Quality & Accuracy Score (1-5 scale)

Average Time to Resolve Issues (Hours)

Total Number of Escalations Required

Customer Satisfaction Score (1-10 scale)

Performance Trend Compared to Previous Year

Describe specific innovation or value-add contributions made by the vendor this year:

Rate the following service quality dimensions:

Has the vendor consistently met reporting and governance meeting obligations?

Explain reporting failures and required corrective actions:

Overall Financial Health Rating (1-5 scale)

Credit Rating Agency & Score (if applicable)

Vendor's Annual Revenue (Most Recent Fiscal Year)

Net Profit Margin (%)

Debt-to-Equity Ratio

Does the vendor maintain adequate professional liability insurance coverage?

Provide insurance certificate expiry date and coverage amount:

Explain the risk exposure and required remediation plan to obtain coverage:

Has the vendor's Business Continuity & Disaster Recovery plan been tested within the last 12 months?

Provide schedule for next test and interim risk mitigation measures:

Operational Risk Level Assessment

If risk level is High or Critical, detail specific risks and required mitigation actions:

Does the vendor rely on critical subcontractors for primary service delivery?

List key subcontractors and describe your oversight and risk management approach:

Were there any force majeure events affecting service delivery this year?

Describe event impact, vendor response, and your business continuity activation:

Describe any material changes in vendor ownership, leadership, or organizational structure:

Number of active contracts with this vendor across enterprise

Select all applicable certifications the vendor currently holds (provide evidence):

Are all claimed certifications current and verified by independent audit?

Identify expired or unverified certifications and required remediation timeline:

Has a comprehensive Data Processing Agreement (DPA) been executed and is it current?

Explain the gap and urgent actions required to execute DPA:

Were there any cybersecurity incidents, data breaches, or unauthorized access events in the past 12 months?

For each incident, provide: date, nature of incident, data affected, root cause, and resolution effectiveness:

Has the vendor conducted independent penetration testing or security audits this year?

Provide schedule for next security assessment and interim security measures:

Overall Security & Compliance Audit Result

If conditional pass or fail, detail all findings and vendor's remediation plan with deadlines:

Rate the maturity of the following cybersecurity controls (1=Basic, 5=Advanced):

Which data protection measures are contractually required and confirmed implemented?

Has the vendor complied with all applicable regulatory and industry-specific requirements?

Identify specific regulatory gaps and corrective actions:

Are there any outstanding compliance violations, fines, or legal disputes?

Describe each issue, potential liability, and resolution status:

Overall Compliance & Cybersecurity Maturity Score (1-5)

Upload latest compliance certificates, audit reports, and security assessments (zip multiple files if needed):

Internal Stakeholder Satisfaction Ratings (1-5 stars):

Vendor Self-Assessment Score (as provided by vendor)

Key Strengths and Competitive Advantages of this Vendor:

Critical Risks, Concerns, or Red Flags Identified:

Final Recommendation for Contract Status

If 'Retain with Conditions' or 'Probation', specify detailed conditions and measurable improvement targets:

Recommend contract renewal or extension?

Provide alternative sourcing strategy and transition timeline:

Recommended Contract Duration (Months) if Renewing

Procurement Lead Summary Comments & Justification for Recommendation:

Vendor Executive Acknowledgement & Comments (to be completed by vendor):

Procurement Lead Signature & Approval

Vendor Executive Signature (Acknowledgement)

Evaluation Completion Date

Attach supporting documentation: performance reports, audit findings, risk assessments, and correspondence: