Vendor Selection

Certificate and Compliance Tracking: Keeping Vendors Current Without Chasing Paper

Part of the guide Vendor Selection, Compliance, and Procurement

The short answer

Track every required document by vendor and property, with its expiration date. Request renewals before they lapse, check renewals against your requirements, and pause work for any vendor who falls out of compliance.

What to track

DocumentTrack
Certificates of insuranceEach policy's expiration, limits and endorsements
Additional insured and waiver endorsementsPresent and matching the contract
Safety documentsProgram version, and site-specific plans per job
LicensesExpiration where required
Anchor certification (your side)Annual inspection and certification due dates per building

Stop chasing paper

  • Use your procurement or vendor compliance platform, if you have one, to hold documents and send reminders
  • Request renewals well before expiration
  • Check each renewal against the contract, not just the date
  • Make compliance a condition of scheduling and payment
  • Keep one owner for the process

See vendor onboarding in Yardi, MRI and VendorPM.

Common failures

  • A renewed certificate missing an endorsement the old one had
  • A subcontractor on site with no certificate
  • Coverage that lapsed between renewals
  • Anchor certifications that expired on the owner's side

See how to read a certificate of insurance.

Working with S&K

S&K provides certificates of insurance on request and documentation suitable for ownership, insurers and compliance reviews. Tell us your requirements and renewal process.

Score every bidder with the vendor qualification scorecard, or read the full Vendor Selection, Compliance, and Procurement guide. To qualify S&K, ask for our certificates of insurance and safety documentation, or request a quote.

Frequently asked questions

How often should vendor certificates of insurance be checked?

At onboarding, at every renewal, and before any vendor whose coverage is near expiration is scheduled.

What should happen if a vendor's insurance lapses?

Pause scheduling and payment until a compliant renewal is received.

Do I need certificates from subcontractors?

Yes, from every company with people on your site.

Comparing your options?

Talk it through with a local S&K team, or take the free scorecard with you.