Keys to a Successful Review


The following tips will help to ensure a successful compliance review:

  • Provide all documents requested by the auditor in the engagement letter and during the review process
  • Reconcile Cal Grant funds monthly (See Cal Grant Manual)
  • Keep files organized and provide a clear audit trail
  • Perform self-audits on files (See Cal Grant Manual)
  • Ask questions throughout the review process
  • Attend trainings and webinars
  • Consult with colleagues