Description
Copedia Compass
Copedia Compass is our compliance solution is for entities seeking the highest level of corporate governance, risk management and compliance (GRC). This includes the specific compliance needs for SOX, FAR ,DCAA, and nonprofit compliance for entities managing grants, subject to ICFR audits, COSO 2013, or the Uniform Guidance 2CFR Part 200. Copedia Pro includes all of our best compliance tools and resources.
Copedia Pro is available for both not for profit and for profit entities. It provides a framework and includes templates for compliance.
Copedia Compass Compliance Program
Includes the methodology and templates you need for Compliance with Section 404(a) of the Sarbanes Oxley Act of 2002. Typical installation timetables are 4 weeks in “development stage” companies and up to 16 weeks for operating companies. Here is what you get:
Phase 1 – Develop Project Plan, Gather Data and Analyze Risk
During Phase One of the SOX404Lite Program you will use our templates to develop and document an Implementation Plan. This plan will serve as a road map and timetable for a complete internal control implementation process.
Phase 2 – Design and Implement “Risk-Specific” Policies, Procedures, and Controls
During Phase 2 of the SOX404Lite program you will use our templates to document the design of your internal control system over financial reporting for both entity-level and risk specific control objectives. “Risk-Specific” templates are included.
Phase 3 – Documentation of your “Risk-Specific” Control System
In Phase 3 you will use our control matrices and your work product from phases 1 and 2 and document the design of your “risk-specific” controls.
Phase 4 – Test and Remediate
You will use our templates (which include detailed testing procedures) to document your testing and remediation process.
Phase 5 – Project Conclusion
A detailed Project Conclusion Memorandum is printed from our templates that describes the process used for evaluation and your final assessment of the adequacy of your internal controls over financial reporting along with any required remediation and other findings.
– Project Conclusion Memorandum
– Section 8A or 9A report
Template Table
| Partial List of Product Includes: | |
|
Internal Controls Implementation Plan
|
X |
| Project Planning Memorandum |
X |
| COSO Questionnaire |
X |
| Entity-level Controls Matrix |
X |
| Significant Accounts ID Matrix |
X |
| Significant Process Identification Matrix |
X |
| SOX 404 Implementation Matrix |
X |
| Cash management and treasury |
X |
| A/P, cash disbursements, and expenses |
X |
| Equity, Options and Warrants |
X |
| Accounts receivable and revenue recognition |
X |
| Debt and related financing components |
X |
| Assets – templates for fixed assets, depreciation, intangible assets, and other assets |
X |
| Financial statement close and reporting policies and procedures |
X |
| Financial statement close and reporting control matrix |
X |
| IT for Accounting and Operations |
X |
| Director Code of Conduct |
X |
| Code of Ethics for all Officers |
X |
| Employee Code of Ethics |
X |
| Audit Committee Charter |
X |
| Nominating Committee Charter |
X |
| Corporate Governance Charter |
X |
| Compensation Committee Charter |
X |
| Audit Committee Self-Assessment Questionnaire |
X |
| Project Conclusion Memorandum |
X |
| Section 8A or 9A report |
X |
Feature List:
| Partial List of Product Features: | |
|
Includes Copedia 365
|
X |
| Microsoft download |
X |
| Copedia Accounting, Management, and Control templates |
X |
| Audit Planning with task level documentation |
X |
| Uniform Guidance, DCAA, FAR, SOX 404, Financial Reporting and Internal Control Templates |
X |
| Updates, Education, and Training Platform included for 1 year – with renewal options |
X |
| Internal Control System compliant with COSO 2013 |
X |
| Document Control System – track, manage, and control documents |
X |
| Tie Workflow to tasks, companies, projects people, compliance and performance standards |
X |
| Works with MS Access, SharePoint, and PowerApps |
X |
| more… |
X |
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Includes Policies and Procedures in MS Word and Excel
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Internal Control System
-
Manage Workflow and Assign Tasks
You get 1 year to download the templates, make your manual, and use the free updates, option to subscribe
Only Licensed to End User Entities. We don’t build this product for Consultants or Individuals.
Additional Copedia Compass detail are located here: https://copedia.com/copedia-compass.html
Questions? Please contact us at 970-306-7696
