Checklists and Templates

From this page you can access useful tools and best practices in the form of checklists and templates.

Checklists

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:

> Model Peer Review Committee Meeting Checklist
> Model Report Acceptance Body Meeting Checklist

Templates

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:

> Model Annual PROC Report Template
> Model Oversight Agreement between Board and Administering Entity Template
> PROC Member Confidentiality Agreement Template
> SAMPLE PROC Member Application Template