Peer Review Guide

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CPCAF
- Report and LOC example

System Reviews
Reports:

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Report templates

LOC Findings:

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Independence
- Acceptance / Continuance
- Personnel Management
- Engagement Performance
- Monitoring  

Engagement Review
Reports:

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LOC Findings:

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Modifying
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Updated 2/13/2005

Peer Review Guide > Report and LOC Guide > Independence, Integrity and Objectivity

System LOC: Independence, Integrity and Objectivity

Quality Control Requirements
Index to Findings: Sample symptoms and systemic causes with links to sample wording 


Quality Control Requirements:

The firm's policies and procedures should provide that firm with reasonable assurance that:

  1. The firm maintain independence, integrity and objectivity.
  2. Personnel maintain independence in fact and in appearance where independence is required.

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Index to Findings: Sample of Symptoms and Systemic Causes

Finding Symptom Policy/Procedure Weakness
i01 Unpaid fees from prior year. No monitoring of potential independence conflicts.
i02 Unpaid fees from prior year. Did not follow independence evaluation procedures.
i03 Impairment of independence not identified. Personnel not familiar with situations that may impair independence.
i04 The firm did not complete annual independence questionnaires. The firm did not comply with its established policy.
i05 The firm co-signed checks for a client. The firm erroneously concluded that it was independent.

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Peer Review Guide > Report and LOC Guide > Independence, Integrity and Objectivity