...Template Available – Yes/No | Description of To Do | | Other Notes | Planning | | 6 | Yes | GA-1 | No | 2. Draft Engagement Letter using the sample letter from the previous auditors in Blackboard. You will need to type this in word from scratch. You will need to make appropriate changes as needed and as discussed in class. | | | Planning | | 6 | Yes | GA-2 | No | 3.Draft short staffing requirements memo | | | Planning | | 37 | Yes | Varies | Yes | Note you do not need to search for audit programs – Refer to Blackboard for Audit Program Templates that are included with each audit area. You will need to reference and sign off each audit step as required (note that all audit steps provided in the audit program may not be needed.) | | | Planning | | 38 | Yes | GA-3 | Yes | Draft workpaper for the notes and information obtained from the 2011/2012 minutes (as discussed in class) | | | Planning | | 42 | Yes | A-1, A-2 etc | Yes | Trial Balance numbers for 2011 and 2010 9pages 43-44 are already input into the excel worksheets to use as a trial balance template | | | Planning | | 45 | Yes | A-1,A-2 etc | Yes | Use excel trial balance worksheets to calculate analytics as we demonstrated in class. You must complete items 1a and b. Financial Statement and changes and financial ratios Also, we completed item 2 - using items {a}–{j} but not in memo form – so you will need to include this info also | | | Planning | | 45 | No | N/A | N/A | 1c – You will...
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... Background I chose case 1 because I could understand the information that would be required by a memo. This helped me format the memo before I wrote it. I enjoy information that is specific; such as a request for details. I do transfer information through emails frequently at work, so I could relate to case 1. 2. Objectives To me, the writer needs information. She or he is in a decision making position, which requires accurate and concise information. That is why I itemized part of the memo. My first concern for the memo was to get across the information I desired. In doing so, I wanted to have a friendly and appreciative tone with the reader. I wanted the intern to feel appreciated and comfortable. This is how I prefer to be managed; first tell me what you require, and then be nice about it. 3. Constraints The two-week period seemed like a good time frame to me. I was able to draft the memo, submit it, and then re-read it. I did submit a draft to the OWL, and I used all of the feedback. 4. Outcomes I think I was most successful in expressing to the reader what the point of the memo was. I was least successful in drafting a memo which was eloquent. I sometimes read emails that sound very eloquent, and it makes me think the writer is intelligent and sophisticated. 5. Learning experience When writing this memo I enjoyed thinking about what did I want. I enjoy being specific. The OWL suggestions helped me write a better memo. I was unsure of...
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...TO: Accountancy Project Discovery Students FROM: Communications Specialists DATE: Fall 2000 SUBJECT: How to Write a Successful Memo This memo's purpose is to explain how to write a memo that successfully conveys a message accurately, concisely, and coherently. Memos are the major form of internal communication in most organizations, so it is vital that business writers understand how to draft these important documents effectively. This memo will cover the correct memo format first. Then, it will discuss clarity and conciseness, consistency and numbers, passive voice, parallelism, sexist writing, agreement, comma usage and hyphen usage. USING CORRECT MEMO FORMAT Unlike conversations, memos leave a "paper trail," so the company can use directives, inquiries, instructions, requests, recommendations, policies and other reports for future reference. Depending on their purpose, memos can range from a few lines to four or five pages. Shorter memos do not require formal introductory and concluding paragraphs. However, most memos assigned in this class will be at least one page long. Therefore, writers should include the appropriate introductions and conclusions. Every memo should have a header containing the word (prominently displayed) MEMO or MEMORANDUM followed by the organization's name. Writers usually draft memos on company letterhead. Following the header are four crucial pieces of information: TO: Name and title (the title serves as a record for reference) ...
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...OUT-- PRINT OUT—PRINT OUT-- PRINT OUT If you have any questions about the syllabus, please post them in the Main Classroom. Susan Colebank scolebank@email.phoenix.edu (University of Phoenix) susancolebank@gmail.com (back-up; do not CC this address when you e-mail me at my UOP address) COURSE NUMBER: ENG221 COURSE TITLE: Technical Writing Fundamentals COURSE START DATE: 1/17/12 COURSE END DATE: 2/20/2012 FACILITATOR AVAILABILITY I am in the Classroom five days of the week: Sunday, Monday, Wednesday, Thursday, and Friday. I am on in the morning and then again at night, with the afternoon set aside for telecommuting and taking care of my daughter. I provide you with these times to make it easier to communicate with me, and not to limit our contact. I want you to know that, should you need to contact me outside this timeframe, you should not hesitate to do so via my University of Phoenix e-mail. I HIGHLY RECOMMEND e-mailing me with your questions or concerns, since it is best to document our conversations with a paper trail. I have yet, in nine years of being a UOP instructor, found a student who has a question or concern that couldn’t best be discussed via e-mail. If you need to call me, then please e-mail me first to schedule a time and to leave your phone number. For emergencies, when you are not able to gain access to messages on the Online Learning System (OLS), please send a message to my personal email address: susancolebank@gmail.com. In the event...
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...Writer's Memo In today's draft we are discussing what our books are arguing today what I wanted to achieve was to give some background, but at the same time be able to keep the draft at a good pace . The intended heartbeat of this piece was happy heart, I chose this heartbeat because I feel like this piece meets its standards without going exceeding on the details.When I wrote this piece I was trying to make this essay seem like a research paper. The genre of this piece is an analysis essay, to achieve my purpose I went back and looked at some of my old analysis essays to pull old ideas and included them into my analysis essay. I believe I was pretty successful in doing so, to achieve my intended heartbeat, I made this essay, but short and...
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...as trends are growing for plastic and more environmentally friendly grades of paperboard. Forest Hill also has a large variety of products with different costs. Some of their products use more materials and take a longer time to produce, making the cost higher. As a team, we should look at how the company is figuring out costs for each product and understand the costs that come with manufacturing the different products. We should also look at how slitting and grade changes affect cost. The team needs to look at what the cost drivers are. Within the next week, I think the team needs to be pretty much done calculating the costs as asked in the case questions. The next time we meet, we should focus on analyzing our findings. Then, we need to come up with a solution or recommendations for the company. Our profitability numbers need to be completed by October 8th. We need to have the rough draft of the memo done by October 15th, and then we need...
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...Introduction I’m writing this memo to inform your group of the results of my usability analysis for your instructions on “How to set up a Wireless Router. I will provide feedback, suggestions and recommendations for your instructions manual. The memo will provide information on: * Clarity * Accuracy * Organization * Completeness * Graphics * Design Usability After reading and following your steps I found it was simple and easy to follow. However, some of the steps were a bit vague; for example, Step 5 states “Select and turn on an encryption type”. Common users and beginners might not understand what that means. I think the addition of graphics and examples will help increase the understandability of your manual. Overall, I was able to accomplish setting up a wireless router without too much trouble. Strengths I think the table explaining the components of a router was very useful and explained the functions of the router’s components with clarity and accuracy. All required hardware was also listed, which lets the users know what items they should have before beginning the instructions. The steps were numerically listed and were easy and simple. The entire organization of the manual was well designed; the wireless router was explained, the required tools were listed and then the instructions followed. Recommendations The table “Components of a Router” should have been labelled as “Table 1.1” or “Figure 1.1”. I would also recommend inserting...
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...Leases Accounting for Purchase Options Objective 1. The purpose of this paper is to discuss the accounting by lessees and lessors for purchase options included in a lease contract. 2. This paper analyzes the accounting for all purchase options, including both options that the lessee has a significant economic incentive to exercise (which would usually include bargain purchase options) and options that the lessee does not have a significant economic incentive to exercise (which would usually include non-bargain purchase options). 3. This paper is structured as follows: (a) (b) (c) (d) (e) (f) Summary of staff recommendations Summary of the proposals in the leases Exposure Draft Summary of feedback (including comment letters and other outreach) Staff Analysis Staff recommendations Appendix A – preliminary draft wording relating to the accounting for purchase options This paper has been prepared by the technical staff of the IFRS Foundation and the FASB for discussion at a public meeting of the FASB or the IASB. The views expressed in this paper are those of the staff preparing the paper. They do not purport to represent the views of any individual members of the FASB or the IASB. Comments made in relation to the application of U.S. GAAP or IFRSs do not purport to be acceptable or unacceptable application of U.S. GAAP or IFRSs. The tentative decisions made by the FASB or the IASB at public meetings are reported in FASB Action Alert or in IASB Update. Official pronouncements of...
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...Exchanges With Industry Before Receipt of Proposals (4-4) Part 15 of the Federal Acquisition Regulations (FAR) “prescribes [the] policies and procedures governing competitive and noncompetitive negotiated acquisitions.” One component of negotiated acquisitions that occurs early in the acquisition process is the solicitation of proposals. FAR 15.201, titled, “Exchanges with Industry before Receipt of Proposals,” regulates the type and manner of communications, also sometimes referred to as exchanges, which can – and cannot – take place between the Government and potential suppliers prior to the receipt of a potential supplier’s proposal and the subsequent award of a contract. This paper will address a few of the various types and formats of exchanges that might occur between the Government and potential suppliers prior to the Government’s receipt of proposals, and the manner in which some of these exchanges are to occur; some of the legal, regulatory, and logistical considerations that a Program Manager, Contracting Officer, or other Government participant in the acquisition process might need to be mindful of when conducting discussions; and the diligence and care that must be utilized by the Government team members when conducting exchanges with potential suppliers before the receipt of proposals in order to avoid issues that may arise later in the procurement process. Exchanges of information can take place either before, after, or both before and after the official...
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...s e c TIo n client acceptance C a s es inC lu de d in t his se Ction 1 3 1.1 Ocean Manufacturing, Inc. . . . . . . . . . . . . . . . . . . . . . . The New Client Acceptance Decision InsTrucTor resource Manual — Do noT copy or reDIsTrIbuTe InsTrucTor resource Manual — Do noT copy or reDIsTrIbuTe ocean Manufacturing, Inc. The new client acceptance Decision ins tr uC t ional o b je C t ive s [1] To c a s e 1.1 Mark S. Beasley · Frank A. Buckless · Steven M. Glover · Douglas F. Prawitt help students understand the process of considering a new prospective audit client and the factors that auditors commonly consider in making the acceptance decision. [2] To give students experience in computing and interpreting preliminary analytical procedures commonly used in obtaining an understanding of a prospective client during the client acceptance decision process. [3] To raise issues relating to auditor independence in the context of client acceptance, both in terms of financial interests and the provision of non-audit services. To illustrate the subjective and sometimes difficult nature of the judgments involved in the client acceptance decision, and to give students the opportunity to justify a recommendation on client acceptance in the presence of both significant positive and negative factors. [5] To help students understand how information gathered in the client acceptance process can help the auditor in planning the audit if the client...
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...| | | |[pic] |Business Communication – SAMPLE | | |B01.2105. | | | | | | | | |Course Site found at http://sternclasses.nyu.edu | Course Overview Effective Communication is a vital component to so many aspects of business life. From investment banking to marketing, from entrepreneurship to corporate planning, understanding the techniques of business communication will be an invaluable addition to every Stern student’s portfolio of knowledge. This course is a highly-interactive and participative experience that introduces the basics of business communication strategy and delivery. Deliverables will include written documents and oral presentations based on several cases. You will present both individually and in a team and will receive feedback to improve your presentation effectiveness. In the final...
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...your notes you made at relevant meetings.... It's a good idea to begin by asking yourself "What am I trying to achieve?" If you can't answer that question. the chances of writing a good piece are slim. If you can identify your global intentions, then you can evaluate your information, arguments, and recommendations against those intentions. Start immediately to identify the main issues, think about how to organize them, make some notes, brainstorm, and so on. By focusing your thoughts, you've started to think about what your readers might want or need to know. ------------------------------------------------- Some Things To Keep In Mind This is the same list of strategies used for technical writing: 1. Understand the type of report/memo/synopsis you are writing—find examples and notice the structure and organization other authors have used 2. Write down your global intentions—a phrase or two that captures the gist of your potential writing 3. Tentatively identify possible sections and subsections—this is a brainstorming or clustering activity 4. Try writing some headings using strong verbs and specific nouns—it may be too soon for this activity; however, it will allow you to see where you need to do more research or identify where you have holes you'll want to think about later. You will certainly revisit headings and subheadings after you've got a draft 5. Think about your readers'...
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...Section A (4 short-essay question) Question 1 With an aid of a diagram, explain the process of communication in organization. (15%) Communication is the process of sharing our ideas, thoughts and feeling with other people and having those idea, thoughts and feeling understood by the people we are talking with. When we communicate we speak, listen and observe. There have two types of communication which is verbal communication and non-verbal communication. Verbal communication is sound, words, language and speaking and also a language said to have originated from sound. Speaking is an effective way of communication and is again classified into two types which are interpersonal communication and public speaking. Non verbal communication is the sending or receiving of wordless messages. We can say that communication other than oral and written, such as gesture, body language, posture, tone of voice or facial expressions, this all is called nonverbal communication. Nonverbal communication is all about the body language of speaker. 2. Sender encodes idea in message 3. Message travels over channel 1. Sender has idea 4. Receiver decodes message 6. Possible additional feedback to receiver 5. Feedback travels to sender Sender is the person who wishing to share the information with some other person. Message is the information of sender who wants to send over for receiver. Encoding is the sender translates the massage into symbols...
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...you would consider when formulating comprehensive letters of inquiry to the agencies. * From the third e-Activity, suppose you are the County Department of Health, Director of STDs Tracking and Surveillance System, tasked with drafting a memo to your state’s head of the DOH about ways to optimize your county’s efficiency. Prepare a rudimentary list of possible questions to articulate your concerns. Provide a rationale for the questions you have chosen As the director of STDs Tracking and Surveillance System of the County Department of Health I would prepare the following list of possible questions to articulate my concern in order to draft a memo. 1. What is the underlying need for optimizing the efficiency of the system? - This question would help me define the need for optimization and change to the existing system. 2. What is the STD with highest morbidity rate? – when this question is answered the our actions towards reducing STD in county could be planned targeting this certain type of STD. 3. What can be done to optimize the county’s STD surveillance and tracking efficiency? – When answering this I will explain the current state of the system, how it collects information, its reporting cycle. After this I would suggest the possible ways to optimize the system. Such as using geographical reference for the reported...
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...“Bank use only” section properly filled with date & time of received request. Branch manager approval for closure of account. SSC attached duly marked closed. Clearance must be obtained from head of departments. Debit card, Cheque leaves status and serial of leaves required with signatures of two officers with stamp “Cheque book destroyed in presence of officers”. Closure of Accounts on Zero Balance Accounts: Inter office memo required for closure of zero balance accounts, approved by branch manager. Copy of notice letter required. Closure of Wrongly Opened Accounts: Inter office memo required along with reason for wrongly opened accounts, correctly approved by branch manager. Statement required zero balance. DARS scanning stamp on request. Closure of Discrepant Accounts: Inter office memo required duly approved by branch manager. Copy of notice letter required (14 days’ notice). Statement required reflecting zero balance. Clearance must be obtained from all departments. DARS scanning stamp on request. Closure of Deceased Accounts: Inter office memo required duly approved by branch manager for account closure. Copy of death certificate with original seen stamp required. Copy of succession certificate and legal opinion required along with original seen stamp. Clearance must be obtained from all departments (within the branch). Statement required reflecting zero balance (after handling over the available balance to customer). In case of notification through relative obtain...
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