Special Resources » Checklists & Audits: Business & Finance


Checklists and tools for general business and finance. Includes checklists that are currently in use as well as checklist guides to assist businesses with labor laws, financial internal audits, company performance, building lighting assessments and more.

The following is the collection of special resources throughout the library. Click on main category / sub-category for that section of the library OR Click on resource title for immediate access to the resource.
Agriculture Safety » Crop Insurance
Risk management related to agriculture, crops, etc.

Building a Risk Management Plan [8455]
Meant to help growers start building a risk management plan

Emergency Management » Business Continuity
Business continuity planning, business recovery post-disaster

Business Continuity Plan Checklist [pdf] [29768]
A checklist that lists the essential ingredients of a business continuity plan

Business Continuity Plan Checklist for Use During a Disaster [pdf] [29770]
For the four stages of response, resumption, recovery and restoration

Disaster Recovery Plan Checklist [doc] [29766]
A checklist used in creating a business continuity plan

Fire Safety » Building Design
Building design & architectural elements related to safety, maintenance, etc

Updated Home Inspection Checklist [pdf] [19468]
Measures to take to prevent the risk of loss from fire, water, electrical, etc hazards

Insurance Loss Control » Privacy
Gramm-Leach-Bliley Act requirements, etc.

OCC Privacy Preparedness Questionnaire [18728]
Assessing Existing Information Practices

Internet » Internet Law
Case developments, articles, resources related to internet technology

A Checklist for Web Site Counsel [5258]
Managing the Legal Risks of E-Commerce: Practical Legal Strategies

Safety Forms » RFP
How to write and respond to a Request for Proposal (RFP)

Proposal Checklist [13669]
Proposal preparation checklist

Security » Employee Theft
Employee dishonesty insurance and risk management

Updated Church Financial Controls Checklist [22348]
Risk Management and Employee Dishonesty Loss Prevention Checklist

Security » Site Security
Facility physical and electronic controls - shrinkage in retail

Building Security Checklist [25290]
Provides considerations for assessing your building security

Statistics » Cost Estimating
Online models for estimating the cost of a project, building valuation data, etc

FAA Pricing Handbook [9337]
Pricing is a necessary part of any acquisition process



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