Annual / Ongoing Compliance

Contract Annual Review

Use this form once per year to document the review of an employee or independent contractor agreement. This supports CHAP and payer expectations that contracts, compensation, and requirements are kept current.

One log per staff member per year. Any rate changes or amendments still require a separate signed contract or addendum in the personnel file.

Contract & Compensation Review

Roles • Rates • Licensure • Insurance • Screenings

Contract Annual Review Log

Complete this log annually for each employee or independent contractor. Attach or reference the signed contract / amendment in your HR filing system.

This form is emailed to the HR inbox and should be filed with the contract or agreement in the personnel record.

Item
Status
Correct contract template/version used and fully executed on file.
Current pay rate / visit rate / stipend matches contract and payroll system.
Scope of services, territory, and schedule accurately reflect current duties.
Licensure / certification verified and current (if applicable).
For independent contractors: proof of liability insurance on file and current.
Required screenings and competencies current (OIG / NSO / background / skills evals).
Non-compete, confidentiality, and compliance provisions remain appropriate.
Termination and notice provisions reviewed and still appropriate.

Use the comments section below to note any discrepancies, changes, or follow-up tasks.

Staff acknowledgment confirms that the contract terms and any changes were reviewed with them. For independent contractors, a separate signed contract or amendment should also be executed and filed.