📄 Template

Third-Party Risk Management (TPRM) Kit

Complete vendor risk management lifecycle from initial due diligence to ongoing oversight.

$69 Buy Now →

About This Template

A comprehensive TPRM program that covers the full vendor lifecycle: initial risk tiering and due diligence, contract review, onboarding, ongoing monitoring, and offboarding. Designed to meet OCC Bulletin 2013-29, FFIEC guidance, and financial services regulatory expectations for third-party risk.

What's Included

  • Vendor risk tiering methodology
  • Due diligence questionnaire
  • Vendor risk scorecard
  • Contract risk review checklist
  • Ongoing monitoring templates
  • Vendor offboarding checklist
  • TPRM program policy template

Frequently Asked Questions

What format are the templates in?

PDF guide + Excel template. The Excel files are fully editable and customizable to fit your organization's specific needs.

Can I use this for multiple clients?

Yes, there are no license restrictions. Consultants and advisors frequently use our templates across client engagements.

What regulatory frameworks does this cover?

Our templates are aligned with major regulatory expectations for financial services, including OCC, FFIEC, and CFPB guidance. Each template notes the specific frameworks and standards it addresses.

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Get the Third-Party Risk Management (TPRM) Kit and start building a defensible risk program today.

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