AI Vendor Rebate Recovery Tracker Generator

Recovery summary

Recommendation: Escalate urgent rebate recovery sprint

Open recovery gap: $45,000 | At-risk rebate: $29,700

Program leakage: $34,200 | Capture rate: 45.1%

Governance risk score: 5 | Critical actions: 1 | High actions: 1

1. Claim capture - Start a weekly executive recovery review and close top-value claim packets inside one cycle. (Critical)
2. Notice-window risk - Run deadline-banded claim triage every week until at-risk exposure drops under threshold. (High)
3. Rebate leakage diagnostics - Maintain monthly rebate-to-invoice variance checks with owner accountability. (Medium)
4. Data and dispute throughput - Keep claim packet QA checks and monitor dispute cycle-time trend monthly. (Medium)
5. Governance cadence - Maintain cadence and publish dated owner actions after every review. (Medium)

# AI Vendor Rebate Recovery Tracker - Primary AI Vendor

## Context
- Annual AI spend: $950,000
- Contracted rebate target: 9.0%
- Realized rebate run-rate: 5.4%
- Claim window (days): 45
- Days until window close: 14
- Review cadence: Bi-weekly

## Recovery snapshot
- Contracted annual rebate value: $85,500
- Realized annual rebate value: $51,300
- Program leakage vs contracted target: $34,200
- Eligible rebate value: $82,000
- Claimed rebate value: $37,000
- Open recovery gap: $45,000
- Claim capture rate: 45.1%
- At-risk rebate before deadline: $29,700
- Governance risk score (1-5): 5
- Recommendation: Escalate urgent rebate recovery sprint

## Action tracker
| # | Focus area | Finding | Owner | Priority | Success metric | Next action |
|---|---|---|---|---|---|---|
| 1 | Claim capture | Claim capture is 45.1% with $45,000 still open. | Procurement + Finance | Critical | Claim capture rate >= 90% | Start a weekly executive recovery review and close top-value claim packets inside one cycle. |
| 2 | Notice-window risk | $29,700 is at risk with 14 days left in the claim window. | Legal + Procurement | High | No material claim filed after notice-window expiry | Run deadline-banded claim triage every week until at-risk exposure drops under threshold. |
| 3 | Rebate leakage diagnostics | Annual program leakage versus contracted rebate run-rate is $34,200. | Finance Ops | Medium | Program leakage <= 2% of annual AI spend | Maintain monthly rebate-to-invoice variance checks with owner accountability. |
| 4 | Data and dispute throughput | Data coverage is medium and dispute complexity is medium. | AI Operations | Medium | Evidence completeness >= 95% for all submitted claims | Keep claim packet QA checks and monitor dispute cycle-time trend monthly. |
| 5 | Governance cadence | Current review cadence is bi-weekly with fallback leverage medium. | Program Management | Medium | All critical claim actions closed in one governance cycle | Maintain cadence and publish dated owner actions after every review. |

## 30-day plan
1. Launch a 30-day rebate recovery sprint with procurement, legal, finance, and AI operations owners.
2. Submit all top-value claims before notice-window expiry and track closure daily until risk drops.
3. Escalate unresolved disputes to leadership and lock corrective controls into the renewal redline package.