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DBIS COMPLIANCE CHECKLIST

Comprehensive Compliance Verification Checklist

Form Number: DBIS-COMP-CHK-001
Version: 1.0
Date: [Enter date in ISO 8601 format: YYYY-MM-DD, e.g., 2024-01-15]
Classification: CONFIDENTIAL
Authority: DBIS Compliance Department


INSTRUCTIONS

This checklist is used to verify compliance with DBIS requirements. Complete all sections and provide evidence where requested. This checklist should be completed annually and upon request.


Charter and Articles Compliance

  • Constitutional Charter accepted and complied with
  • Articles of Governance accepted and complied with
  • Statutory Code (Titles I-XX) accepted and complied with
  • All amendments accepted and implemented
  • Evidence: [Attach acceptance documents]

Treaty Compliance

  • Membership treaty obligations fulfilled
  • Other treaty obligations fulfilled
  • Treaty implementation verified
  • Evidence: [Attach compliance documentation]

PART II: FINANCIAL COMPLIANCE

Membership Fees

  • Annual membership fees paid on time
  • All fees current (no outstanding balances)
  • Fee payment records maintained
  • Evidence: [Attach payment records]

Financial Reporting

  • Annual financial reports submitted on time
  • Financial reports accurate and complete
  • Required financial information provided
  • Evidence: [Attach financial reports]

Reserve System (if applicable)

  • Reserve system participation requirements met
  • Reserve contributions made as required
  • Reserve system operations compliant
  • Evidence: [Attach reserve documentation]

PART III: OPERATIONAL COMPLIANCE

Governance Participation

  • SCC representation maintained
  • Regular attendance at SCC meetings
  • Voting rights exercised appropriately
  • Committee participation (if applicable)
  • Evidence: [Attach participation records]

Service Usage

  • Services used in accordance with procedures
  • Service limits complied with
  • Service fees paid
  • Evidence: [Attach service usage records]

PART IV: REPORTING COMPLIANCE

Required Reports

  • Annual reports submitted
  • Quarterly reports submitted (if required)
  • Special reports submitted (as requested)
  • All reports accurate and complete
  • Evidence: [Attach submitted reports]

Information Disclosure

  • Required information disclosed
  • Information updates provided
  • Confidentiality requirements complied with
  • Evidence: [Attach disclosure documentation]

PART V: COMPLIANCE VERIFICATION

Self-Assessment

  • Internal compliance review completed
  • Compliance gaps identified
  • Remedial measures implemented
  • Evidence: [Attach self-assessment report]

DBIS Verification

  • DBIS compliance assessment completed
  • Compliance findings reviewed
  • Corrective actions taken (if required)
  • Evidence: [Attach assessment results]

SIGN-OFF

Compliance Verified By (Member):

  • Name: _________________________
  • Title: _________________________
  • Date: [YYYY-MM-DD]
  • Signature: _________________________

Verified By (DBIS):

  • Name: _________________________
  • Title: _________________________
  • Date: [YYYY-MM-DD]
  • Signature: _________________________

END OF COMPLIANCE CHECKLIST