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SCOPE APPENDIX to Engagement Letter dated: March 25, 2021, Between West Lafayette Community School Corporation and Baker Tilly US, LLP RE:Operating ReferendumDATE: June 2, 2023, This Scope Appendix
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How to fill out scope appendix to engagement

01
Read through the engagement to fully understand the scope of work.
02
Identify all deliverables and tasks that need to be addressed in the scope appendix.
03
Clearly list each deliverable and task with detailed descriptions in the scope appendix.
04
Include any timelines, milestones, and dependencies related to the deliverables and tasks.
05
Review and finalize the scope appendix with the client to ensure alignment and mutual understanding.

Who needs scope appendix to engagement?

01
Any party involved in the engagement who wants a clear definition and understanding of the scope of work.
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The scope appendix to engagement is a document that outlines the specific services, responsibilities, and limitations of an engagement, detailing what will and will not be covered in the agreement.
Typically, professionals such as accountants, auditors, or consultants involved in an engagement are required to file the scope appendix to ensure clarity and mutual understanding between parties.
To fill out the scope appendix to engagement, clearly define the objectives, key deliverables, timelines, roles and responsibilities, and any limitations or exclusions of the engagement services.
The purpose of the scope appendix to engagement is to prevent misunderstandings by detailing the specific parameters and responsibilities associated with the engagement, thus serving as a reference for both parties.
The scope appendix must report information such as the engagement's objectives, the services to be provided, timelines, responsibilities of each party, any limitations of the engagement, and any assumptions made.
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