Keep a record that can be reviewed
Use a row per subcontractor, project and policy type. Keep the contract requirement and evidence reference together so a reviewer can distinguish a received certificate from a completed coverage review.
Before your team uses it
- Record the contract version or clause used for the review.
- List each missing endorsement explicitly instead of marking the whole file complete.
- Record the renewal follow-up date separately from the policy expiry.
- Link to the document location rather than copying sensitive policy documents into the log.
Adapt it to your process
A certificate of insurance summarizes information; it does not amend a policy or guarantee that a contract requirement is met. Review the actual policy and endorsements with the appropriate qualified reviewer. Dates in this log do not trigger reminders.
U.S. reference, not a universal requirement. Oregon insurance regulator: certificates of insurance
These links provide background. Local requirements and your approved procedures still apply; translating a template does not establish compliance in another country.