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Form 1004 Updated Feb. 2013 700 N. Fairfax Street Suite 510 Alexandria VA 22314 Phone 571-527-3108 Fax 571-527-3105 info amcinstitute. org www. amcinstitute. org Review Report Form Reviewers shall complete and return both pages of this form to the AMC being audited. Member of AIPCA Yes No Date Other Do you routinely conduct Special Agreed Upon Procedure Engagements Yes No Company Name Reviewer Address City Province/State Postal Code Phone Country Fax Email Website Name of Association Management Company being audited Contact Person Phone Review Status Conducted an advanced desktopreview of all materials submitted. Conducted an onsite review of the materials systems. Form 1004 Updated Feb. 2013 700 N* Fairfax Street Suite 510 Alexandria VA 22314 Phone 571-527-3108 Fax 571-527-3105 info amcinstitute. org www. amcinstitute. org Review Report Form Reviewers shall complete and return both pages of this form to the AMC being audited* Member of AIPCA Yes No Date Other Do you routinely conduct Special Agreed Upon Procedure Engagements Yes No Company Name Reviewer Address City Province/State Postal Code Phone Country Fax Email Website Name of Association Management Company being audited Contact Person Phone Review Status Conducted an advanced desktopreview of all materials submitted* Conducted an onsite review of the materials systems. The AMC passed both the desktop and onsite reviews. following the ANSI Standard dated May 2008. The AMC did not pass the review. The AMC was reviewed again* The AMC failed the review. The AMC plans to appeal the decision* Date We certify that the above mentioned AMC has been reviewed on the dates noted in the date field above. Reviewer s Name Print Reviewer s Signature Firm Name AMC Institute Office Use Only Date Received Date Processed 1 Send only page 1 to AMC Institute. Send page 1 and page 2 to the AMC being reviewed* Audit Report Form Indicate your assessment of this firm in each of the key accreditation areas listed in the table below. You may wish to duplicate this table to accommodate more than one review of the AMCs documentation* Areas Incomplete X Comments Subcontracting and Purchasing Client Contracts Review Procedures and Requirements Servicing the Client Service Delivery Procedures Project Service Completion Reviews and Post Contractual Procedures Financial Management Internal Controls Insurance Coverage Employee Recruitment and Selection Employee Training and Professional Development Complete Requirements Record Keeping Requirements Internal External Audit Auditor s Signature. org www. amcinstitute. org Review Report Form Reviewers shall complete and return both pages of this form to the AMC being audited* Member of AIPCA Yes No Date Other Do you routinely conduct Special Agreed Upon Procedure Engagements Yes No Company Name Reviewer Address City Province/State Postal Code Phone Country Fax Email Website Name of Association Management Company being audited Contact Person Phone Review Status Conducted an advanced desktopreview of all materials submitted* Conducted an onsite review of the materials systems. The AMC passed both the desktop and onsite reviews. following the ANSI Standard dated May 2008. The AMC did not pass the review.

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