Vendors & Procurement · Synthetic Property 1

Vendor Master

One shared vendor identity with protected customer terms

Approved for use

Bank details to confirm

Vendor	Service	Kind	Standing	Tier	Serves	Contact	Next review
Keel & Marsh Accountants	Accounting	Supplier	Approved	High	Every property	Robin Keel	Sep 30, 2027

Keel & Marsh Accountants

Standing: Approved
Risk tier: High
Legal entity: Keel & Marsh Accountants LLC
Kind: Supplier
Service: Accounting
Critical service: No
Categories: Accounting
Contact: Robin Keel · keelmarshaccountants@example.test · +1 555 0160
Tax ID: ····4433
Bank on file: ····2677 · confirmed 2026-09-30 by Avery Castellan
Payment terms: Net 30
Serves: Every property
Service areas: Regional
Approved: 2026-09-30 by Avery Castellan
Next review: 2027-09-30
Last assessment: 2026-09-29 · High · Strong references; their file transfer setup has no multi-factor sign-in yet
Monitoring: Clear on 2026-09-29 (manual check)
Supplier Portal: Not invited
Spend, 12 months: $36,000.00

Document	Status	Reference	Due	Expires	Sent	File
Insurance certificate	Accepted	General liability, Harbor Mutual policy GL 1009	—	Dec 2, 2027	2026-09-29 · staff	—	Checked against the issuer
Tax form	Accepted	Tax registration form on file 1009	—	Dec 2, 2027	2026-09-29 · staff	—	Checked against the issuer
Financial statements	Accepted	Reviewed financial statements FY2025 1009	—	Dec 2, 2027	2026-09-29 · staff	—	Checked against the issuer

Issue	Severity	From	Opened	Fix by	Status
Security and data: scored 4 of 5	Medium	Assessment	Sep 29	Oct 29	Open	Resolve What was done *

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2026-09-30 16:00 vendor.approved · Avery Castellan
2026-09-29 14:00 vendor.submit · Remy Saltmarsh
2026-09-29 14:00 vendor.monitored · Remy Saltmarsh · Clear: Sanctions lists, court filings and local news checked
2026-09-30 16:00 vendor.bank_verified · Avery Castellan · Confirmed by phone on the number from the signed contract
2026-09-29 14:00 vendor.bank_changed · Remy Saltmarsh
2026-09-29 14:00 vendor.assessed · Remy Saltmarsh · High: Strong references; their file transfer setup has no multi-factor sign-in yet
2026-09-29 14:00 vendor.evidence_accepted · Remy Saltmarsh · Checked against the issuer
2026-09-29 14:00 vendor.evidence_submitted · Remy Saltmarsh · Financial statements
2026-09-29 14:00 vendor.evidence_accepted · Remy Saltmarsh · Checked against the issuer
2026-09-29 14:00 vendor.evidence_submitted · Remy Saltmarsh · Tax form
2026-09-29 14:00 vendor.evidence_accepted · Remy Saltmarsh · Checked against the issuer
2026-09-29 14:00 vendor.evidence_submitted · Remy Saltmarsh · Insurance certificate
2026-09-29 14:00 vendor.tier · Remy Saltmarsh · High: not critical, data access
2026-09-29 14:00 vendor.profile · Remy Saltmarsh
2026-09-29 14:00 vendor.intake · Remy Saltmarsh
2026-10-01 14:05 vendor.create · Avery Castellan