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For more information, or if you have a question related to Quality or QAs, please send an e-mail to Quality@theiia.org, or call +1-407-937-1100.

Institute Resources

Below are resources and documents that are password protected and intended for IIA institute use only. If you have a signed Quality Institute Agreement on file with IIA Global Headquarters and do not have access to the links below, please e-mail us at
quality@theiia.

If you would like to download and modify any of the sample templates below, please follow these steps to remove the password on these files:

To REMOVE PASSWORD:

  • Open the Word document *
  • Click on the "Tools" tab; *
  • Select "Options" on the "Security" tab, delete any text that appears next to "Password to Open"

To REMOVE "SAMPLE" text from printing on these documents:

  • Open the Word document
  • Click on the "Format" tab; Select "Printed Watermark"
  • Select the option titled, "No Watermark"

QA Templates

Initial Inquiry Form(Word, 106KB)
Sample Request for a Proposal (Word, 33KB)
Sample QA Proposal Cover Letter
(Word, 131KB)
Sample QA Proposal Template(Word, 242KB)
Sample QA Proposal References Template(Word, 30KB)
Sample QA Engagement Cover Letter
(Word, 128KB)
Sample QA Engagement Template
(Word, 45KB)
Sample SAIV Proposal Cover Letter
(Word, 130KB)
Sample SAIV Proposal Template
(Word, 373KB)
Sample SAIV Engagement Cover Letter
(Word, 131KB)
Sample SAIV Engagement Template
(Word, 54KB)
Client Evaluation(Word, 191KB)

Tools 4 & 5 Survey Templates for QAs and SAIVs

Audit Customer (Client) Survey
(Word, 118KB)
EXAMPLE: ABC Client Survey Results(PDF, 22KB)
Internal Audit Staff Survey(Word, 137KB)
EXAMPLE: ABC Staff Survey Results(Excel, 33KB)
Survey Instructions E-mail(Word, 45KB)
Internal Audit Survey (Grouping) Form(Word, 57KB)
Sample CLIENT Invitation E-mail
(Word, 35KB)
Sample STAFF Invitation E-mail
(Word, 38KB)
Sample Closing Presentation
(PPT, 300KB)

Team Templates
Volunteer Application(Word, 159KB)
Team Leader (QA) Agreement(Word, 37KB)
Team Leader Confidentiality Agreement
(Word, 30KB)
Advocate Agreement(Word, 34KB)
Team Member Confidentiality Agreement(Word, 30KB)
Independent Contractor (SAIV) Agreement(Word, 51KB)
Sample Expense Report(Excel, 27KB)
Sample Expense Policy(Word, 35KB)
Team Member Congratulation E-mail
(Word, 24KB)
Team Member Boss Thank You Letter
(Word, 119KB)
Team Member CPE Credit Template
(Word, 27KB)
Volunteer Evaluation E-mail (Word, 38KB
Quality Library
Common Misconceptions of Audit(PDF, 2407KB)
IA Role Mandate - 20 Point IA Checklist(PDF, 475KB)
IFACI La Certification(PDF, 768KB)
IFACI Brochure(PDF, 2071KB)
IFACI's Certification: A Unique Approach for QAs(PDF, 4097KB)
Strengthening IA's Position(PDF, 2098KB)

IIA Inc. QA Results
Client Survey Historical Results (2001-2008)
(PDF, 13KB)
Staff Survey Historical Results (2002-2008)
(PDF, 15KB)
Internal Audit Activity Leading Practices
(PPT, 260KB)
Common Observations from External Quality Assessments (PPT, 368KB)

Marketing Materials
Quality Presentation
(PowerPoint, 269KB)

Quality Brochure(PDF, 330KB)
Volunteer Brochure(PDF, 227KB)
Letter to Audit Committee Chairman (PDF, 11KB)

The Institute of Internal Auditors • 247 Maitland Avenue • Altamonte Springs, Florida 32701-4201 USA
+1-407-937-1100 • Fax +1-407-937-1101 • www.theiia.org • Copyright 2009