Reference guide updated September 8, 2026.
Sample checklist. No client results or assessment scores are represented here. The actual engagement defines scope and sampling.
| Review area | Evidence to discuss | Follow-up record |
|---|---|---|
| Eligibility and registration | Qualifying category, current registration and site records | Gap, responsible owner, target date |
| Selected transactions | Agreed sample and the records supporting it | Finding, evidence reference, assessment limit |
| Controls and implementation | Policies and evidence of how the workflow operates | Corrective action, verification and closure evidence |
A final report should distinguish reviewed evidence, missing information and recommendations. An unassessed item is not a passed control. See HRSA’s published audit process for the agency’s own process and scope.