Contract Renewal Review Checklist

Contract Renewal Review Checklist — Form Fields

This operations template includes 12 fields. Review and document all key factors before renewing or renegotiating a vendor or client contract. Free to customize and use on ZenBuild.

• Contract Name or Reference (text, required)
• Counterparty Name (text, required)
• Contract Owner (Internal) (text, required)
• Current Contract Expiry Date (text, required)
• Renewal Decision Deadline (text, required)
• Current Annual Contract Value ($) (number, required)
• Recommended Action (dropdown selection, required) — options: Renew as-is, Renew with changes, Renegotiate pricing, Terminate, Escalate to legal
• Performance Summary Over Contract Term (long text, required)
• Key Contractual Items to Review (checkboxes, required) — options: Pricing and rates, Service levels, Termination clauses, Auto-renewal terms, Liability limits, Data privacy terms, IP ownership
• Proposed Changes or Negotiation Points (long text, optional)
• Has legal reviewed the renewal? (multiple choice, required) — options: Yes, No, In progress
• Additional Notes (long text, optional)