SaaS Evidence Collection Checklist

Audit-Ready Artifacts for Tier 1/2 SaaS Tenants


Document ID CERG-TMPL-SAAS-001
Version 1.0
Status Approved
Classification Public
Owner Governance Pillar Leader
Parent Document CERG-STD-IT-001
Review Cycle Annual / On SaaS baseline change
Frameworks NIST 800-53 AU, CM, AC · SOX ITGC · CMMC · CSA CCM
Regulations SOX ITGC · CMMC (where applicable)
Environments Tier 1/2 SaaS tenants

Purpose

This checklist ensures consistent, auditable evidence collection from Tier 1 and Tier 2 SaaS tenants for compliance (SOX, CMMC, ISO 27001) and CERG internal assurance. Evidence is stored in the CERG evidence library per CERG-PRC-AUD-001.


Evidence by Category

Identity & Access

Artifact Source Frequency SOX CMMC Notes
Admin role assignments export SaaS admin console / API Quarterly Filter to privileged roles
Conditional Access / MFA policies IdP / SaaS security center Quarterly Include named locations, device compliance
OAuth / third-party app grants inventory SaaS admin console / API Quarterly Scope, publisher, risk rank
User provisioning / deprovisioning logs IdP / SCIM audit log Monthly 90-day lookback
Break-glass / emergency access log SaaS / PAM Per use Must have post-use review

Configuration & Hardening

Artifact Source Frequency SOX CMMC Notes
Tenant baseline scan results (CIS/CERG) SSPM / CSPM Monthly Drift findings → PRC-VM-001
DLP policy configuration export SaaS security center Quarterly For Restricted data tenants
Data residency / region config SaaS admin console Annual ✓ (CUI) Verify approved regions only
Sharing / external access settings SaaS admin console Quarterly Anonymous links, domain allowlist

Logging & Monitoring

Artifact Source Frequency SOX CMMC Notes
Admin activity audit log sample (90 days) SaaS audit log export / SIEM Quarterly Verify completeness, tamper-resistance
Authentication / sign-in log sample IdP / SaaS auth logs Monthly Include MFA events, failures
Alert / detection rule coverage matrix SIEM / SSPM Quarterly Map to MITRE ATT&CK SaaS
Failed login / brute-force alerts SIEM Monthly Correlate with lockout policy

Data Protection

Artifact Source Frequency SOX CMMC Notes
Encryption at rest verification (CMK/BYOK) KMS / SaaS security center Annual ✓ (CUI) Key rotation evidence
Backup configuration & test results SaaS backup / native Annual ✓ (ITGC) RPO/RTO, restoration test
Retention / legal hold policies SaaS admin / compliance center Annual Per regulatory requirements

Incident & Vendor

Artifact Source Frequency SOX CMMC Notes
Provider SOC 2 Type II report Vendor portal Annual Review carve-outs, CUECs
Provider incident notification log TPRM tool / email Per incident Verify 24/72hr SLA met
Subprocessor list & changes Vendor trust portal Quarterly ✓ (CUI) New subprocessor = reassessment

Collection Workflow

  1. Scheduler (Governance): Quarterly calendar invite to SaaS tenant owners with this checklist
  2. Collector (Engineering/Risk): Pull artifacts via API / admin console / SSPM export
  3. Reviewer (Governance): Verify completeness, link to evidence library, note gaps
  4. Gaps: Open findings in risk register per PRC-RM-001; track to closure

Document Control

Field Value
Document ID CERG-TMPL-SAAS-001
Version 1.0
Status Approved
Classification Public
Owner Governance Pillar Leader
Approved By CISO
Effective Date 2026-06-17
Review Cycle Annual / On SaaS baseline change
Next Scheduled Review 2027-06-17

Revision History

Version Date Author Change Summary
1.0 2026-06-17 Cyber Governance Initial release - SaaS evidence collection checklist for Tier 1/2 tenants
Document ID Relationship
IT/Cloud/SaaS Security Standard CERG-STD-IT-001 Governing standard §5.4, §5.5
Access Management Standard CERG-STD-AC-001 NHI, ITDR evidence cross-reference
Audit and Evidence Management Procedure CERG-PRC-AUD-001 Evidence library governance
Exposure Management Procedure CERG-PRC-VM-001 Baseline drift findings pipeline

Source: templates/CERG-TMPL-SAAS-001_SaaS_Evidence_Collection_Checklist.md · Download .md · View on GitHub