the firm Significant have sufficient experience in No Some experience experience serving organizations similar in size, mission, and business Comments: Audit Team Assessment Do the key personnel have Significant No Some experience education and experience in the type experience of work that the audit entails? Comments: Service Offering Assessment Does the firm’s pricing fall within No Borderline Yes our budget? Is the timeline for completion No Yes consistent with organizational needs? Is the firm’s process for delivering No Somewhat Yes services appropriate to the specific needs of the organization? Does the firm demonstrate No Somewhat Yes innovation, creativity and initiative in its recommendations? Comments: References Comments from 2-3 current clients of applicant firm:
the firm have sufficient experience in serving organizations similar in size, mission, and business No Some experience Significant experience Comments: Audit Team Assessment Do the key personnel have education and experience in the type of work that the audit entails? No Some experience Significant experience Comments: Service Offering Assessment Does the firm’s pricing fall within our budget? No Borderline Yes Is the timeline for completion consistent with organizational needs? No Yes Is the firm’s process for delivering services appropriate to the specific needs of the organization? No Somewhat Yes Does the firm demonstrate innovation, creativity and initiative in its recommendations? No Somewhat Yes Comments: References Comments from 2-3 current clients of applicant firm:
Nonprofit-Auditor-Selection-Guide.docx