Core Provider Toolkit
Read your core provider contract against the 12 factors the agencies just named.
Two free working files from Third Party Threat Hunting (TPTH) that turn a long core contract into a clear list of what to keep, what to question and what to ask for at renewal.
What is inside
Two files, ready to use
1. Core Contract Review Sheet (Excel)
The 12 practices from the Sep 11, 2026 Joint Statement, plus eight more clauses the Fed’s proposed Community Bank Guide asks banks to read. Work three passes: find the clause, quote its words, rate it. Each Gap becomes a renewal ask with a fallback. It also works out your notice deadline and keeps an evidence calendar.
2. Five-Question Merger and Conversion Checklist (Word)
Five questions to answer in writing before a merger, a core conversion or a renewal that might turn into one, each with what to look for and a space for your answer and source. A comparison table weighs renewing, renegotiating, adding middleware and converting.
Built from the Joint Statement on Community Banks’ Engagement with Core Service Providers (Sep 11, 2026) and the proposed Community Bank Guide. The proposals are not final. Practice guidance, not legal advice.
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What happens next
The toolkit arrives by email within a few minutes. Over the next ten days we send two short follow-ups: one tip from the review sheet, then an offer of a Core Contract Health Check. Each has a one-click unsubscribe.
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