Free Annual Vendor Privacy & Security Review Template

Get Your Free Template

Download our professionally formatted Annual Vendor Privacy & Security Review Template and begin documenting your BA oversight program today.

What's Included:

Section 1 — Vendor Profile — Vendor name, services provided, contract ID, primary contact, and full PHI and system access summary.
Section 2 — Contractual and HIPAA Status — BAA execution tracking and 14-row provision checklist covering all required elements under 45 CFR §164.504(e)(2).
Section 3 — Security and Privacy Controls Review — 11-row controls assessment table with regulatory citations from the HIPAA Security Rule.
Section 4 — Incidents and Breaches — Incident-free attestation and documentation fields.
Section 5 — Risk Rating and Disposition — Low, Moderate, and High risk rating with four disposition options.
Section 6 — Corrective Actions — Required actions, target completion date, and responsible party fields.
Section 7 — Approvals — Three-signature approval block for reviewer, Privacy Officer, and IT/Security Reviewer.
Section 8 — Attachments Checklist — Six-item checklist including BAA, SOC 2/HITRUST reports, and corrective action plans.

Annual oversight of business associates is a documented HIPAA compliance obligation under 45 CFR §164.504(e) and the HIPAA Security Rule. This template is built directly on 45 CFR Part 164 and the HHS sample BAA provisions. Retain completed forms for a minimum of six years as required by 45 CFR §164.316(b)(2)(i).

This free template gives you a structured foundation to document your annual BA oversight program. When you are ready to build a complete, audit-ready compliance program, explore our full library of HIPAA policy templates and documentation bundles designed for covered entities and business associates.