Firm Evaluation Sheet
The Vendor Exception Memo, for your risk and quality review
One page a partner can forward to risk or quality. It states what the memo is, how it is made and reviewed, and where responsibility sits, so your firm can decide whether and how to rely on it under its own standards.
Role
Public-record research input. Not an audit opinion, not legal advice, not a determination of wrongdoing.
Scope
One defined agency program: a single program, fund, contract portfolio, or grant portfolio within one department. A time period. Public records only. A record-volume bound set at scoping.
Method
- Entity identity resolved on hard identifiers: EIN, registry number, address history, jurisdiction.
- Every material fact carries a document citation and a retrieval date.
- Alternative explanations tested.
- Unknowns stated, each paired with the record that would resolve it.
Review before delivery
- Source re-verification.
- Alternative-explanation testing.
- Arithmetic recalculation.
- Working-paper-structure review.
Negative result rule
No exception is promised. A documented negative result is a valid deliverable. The fee is unchanged.
Independence
Reckton discloses known financial, business, or other relationships with material parties in the proposed scope before acceptance. The buyer evaluates those disclosures under its own policies.
Responsibility
The buyer determines whether and how to use the work and retains responsibility for engagement acceptance, supervision, evidence evaluation, and conclusions.
Commercial terms
- $2,500 fixed, outcome independent.
- Invoice on delivery.
- Agreed delivery date; cancel without fee if it is missed.
- One correction round.
- Citation, transcription, and arithmetic defects corrected without charge.
- Engagement not disclosed without written consent.