From this page you can access useful tools and best practices in the form of checklists and templates.
The checklists provided below should be used as guides for the standard activities of PROC members. When completed, they serve as the foundation and supporting documentation for the Annual PROC Report to be submitted to the Board of Accountancy.
The following checklists are in fill-in PDF format:
To simplify the process of implementing and operating a PROC, templates for some standard agreements and reports are provided below.
The following templates are in MS Word format:
- MEMBER CENTER