License the Shared Assessment Tools

Enhance your software product or offering with the powerful assessment tools
built by the Shared Assessments Program.

"Adopting the Shared Assessments Program enabled Deluxe to reduce cycle time, improve quality, & streamline the due diligence process. At Deluxe, two-thirds of our due diligence requests use Shared Assessment tool."

— Linnea Solem, CIPP, CIPP/C, Chief Privacy Officer, Director of Business Risk & Privacy Management, Deluxe Corp, Shared Assessments Steering Committee Member

"Implemented correctly, the Shared Assessments Program serves two critical purposes: satisfying requisite regulatory requirements, and, honoring one's fiduciary responsibility to maximize the overall cost efficiency of their third-party vendor risk management program."

— Ken Peterson, President and CEO, Churchill & Harriman, Inc., Shared Assessments Program Advisory Board Member

"As a service provider, we have gained great benefits from the networking and knowledge sharing opportunities made available to us throughout the year."

— Lynda Martel, Director, Privacy Compliance Communications, DriveSavers Data Recovery, Inc., Shared Assessments Steering Committee Member

About Licensing the Shared Assessments Program Tools

Many of today’s companies use third-party software to evaluate and score service provider risk, incorporating the results into their management dashboards. Software providers wishing to incorporate Shared Assessment Program standards into a software product offered for license or sale must obtain acceptance and a license from The Santa Fe Group.

Already purchased the Shared Assessment Tools?

Become a member and reduce your Annual Membership Cost by the total amount of your purchase. Learn more about becoming a member »

The Shared Assessments Program was originally created by six leading financial institutions in conjunction with the Big 4 accounting firms to inject efficiency, consistency, cost savings and common sense into the service provider assessment process. The Santa Fe Group manages Shared Assessments as an independent, industry-driven standard.

Benefits of Licensing

Shared Assessments Software Solution Licensees gain full rights to use the Shared Assessments standards (the Agreed Upon Procedures along with the Standard Information Gathering Questionnaire) in their products. Through their knowledge of the Program, they build and expand customer relationships, helping clients adopt and integrate the Shared Assessments standards.

Please note: While licensing the Shared Assessments tools offers substantial benefits, it does not constitute Shared Assessments Program membership. Learn more about becoming a member »

Software Solution Licensees gain the important benefits outlined below.

Visibility

Reputational and brand visibility as a software provider offering products built with the Shared Assessments Tools
Use of the Shared Assessments name and logo on your product and in promotions
Your company name and logo prominently displayed on the Shared Assessments website, in promotional materials and at Shared Assessments events
Online advertising opportunities through the Shared Assessments website

Community

Join the Shared Assessments Technical Development Committee, which provides leadership in developing the Shared Assessments Tools
Discounts on sponsorships and exhibitorships at the Shared Assessments Summit and Roundtable, two annual day-and-a-half in-person forum providing expertise on the outsourcing landscape, regulator insights, and updates on global trends
Access to events with key industry thought leaders and knowledge experts to learn about the latest developments in vendor risk management, information security, privacy, business continuity and regulatory compliance
Sponsorship and registration discounts for public events presented by The Santa Fe Group

Questions about Membership, Licensing, or Education & Services offerings?

Please use the form below to send any questions you may have regarding membership or licensing. You may also contact Joyce Crawshaw, Director Client Relations, The Santa Fe Group, joyce@santa-fe-group.com.

Shared Assessments

License the Shared Assessment Tools