Plan/Scope Document Document Certify  


Certify


The expansion of the full interim certificate by the CSA includes representations relating to DC&P design and ICFR design.  This increases the onus on management to ensure all controls are sound before providing certification.

What you Need to do 

  1. Documentation supporting the certifying officers' design of ICFR is required each quarter. 
  2. Documentation supporting operational effectiveness is required on an annual basis.
  3. Issuers performing a re-filing on statements after March 31, 2005 will have to submit a new, separate certificate.  In such cases, it is not likely the CSA will accept previous conclusions

Lessons Learned from Other Companies

  1.  Because interim certificates require the certifying officer to report on design,  and documentation is required in re-filings,  it is imperative to retain all supporting documentation. 
  2. It is also important to gain snap shots of your documentation and testing at certain points in time if they change since this supports your certification honestly and completely.

 
 
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