I too would love a copy of your spreadsheet. Thanks in advance...…….
------------------------------
Sabrina Ferro
Vendor Relationship Manager
Idaho Central Credit Union
------------------------------
Original Message:
Sent: 05-11-2020 10:45 AM
From: Branan Cooper
Subject: Ongoing Due Diligence
I'd still do the same level of documentation review as normal. I can send you a spreadsheet of what to collect. As far as frequency, for Moderate, I recommend every two years; for Low, perhaps just before contract renewal.
Original Message:
Sent: 05-06-2020 04:25 PM
From: Dawn Moreau
Subject: Ongoing Due Diligence
We are doing our reviews for Moderate/Low vendors. I'm looking to see how everyone handles Marketing vendors with no NPI access. What do you normally collect for documentation? Do you ask them for proof of insurance? Do you just review during contract renewal time? Do you make them exempt from monitoring?