SOC 2 Proposal Generator
KEN & Co. — SOC 2 Type 1 / Type 2 Audit Proposal
Proposal Identification
Reference / Serial No.
Proposal Date
Company Name
*
Cover Letter
Subject Line
Body Paragraph 1 — Firm Introduction
We at KEN & Co., have expertise and specialization in Implementation of GRC Frameworks, Information Technology Audits, Data Analytics, Process Audits, Internal Audits, Risk-based audits, Review of Information Systems, Management Audits, Fraud Risk Assessment and many more.
Body Paragraph 2 — Closing Note
We sincerely hope that our proposal would be considered. You may kindly reach out to the undersigned for any further discussion on this matter.
Cover Letter Signatory
Name
Title
Firm Name
Phone
Engagement & Scope Details
Engagement Type
Report Type
Type 1
Type 2
Both Type 1 and Type 2
ISO
Type 1 & Type 2 & ISO
Engagement Period
Scope Note (under Scope Boundaries)
Domains for Review
Select All Domains
SOC Trust Service Criteria Domains
Security
Privacy
Process Integrity
Availability
Confidentiality
Evaluation Criteria
Policies
Communications
Procedures
Monitoring
Fee & Payment Schedule
📋 Fee Table
Service Name
Fee Amount
Currency
USD
INR
📅 Payment Schedule
Milestone 1 — Description
Milestone 1 — % of Fees
Payment Terms
Milestone 2 — Description
Milestone 2 — % of Fees
Payment Terms
Schedule Notes
Notes (line by line)
All information and evidence are uploaded and should flow through Sprinto, manual working may include extra charges. Estimates are subject to change if deliverables are changed, or the quantity of devices/locations is changed. The above is subject to applicable taxes on provision of services. Out-of-pocket expenses shall be reimbursed on an actual basis Separate engagement letters with CPA Firm would be entered into as per AICPA Firm regulations. Work shall commence only on receipt of the requisite payment as per milestone above. Relevant taxes applicable on above payable amount. Certification is included in this.
Timeline Details
Timeline Introduction Paragraph
The following timeline assumes prompt engagement kick-off and reasonable stakeholder availability. Timelines may be adjusted based on the complexity of your environment and the volume of gaps identified.
Commencement Note
Timeline Sub-Note
Timeline Table Phases
Phase 1 — Initial Discussions
Phase 2 — Evidence Gathering
Phase 3 — SOC 2 Type 1 Audit
Phase 4 — Report (Type 1)
Phase 5 — SOC 2 Type 2 Observation Period
Phase 6 — SOC 2 Type 2 Audit
Phase 7 — Report (Type 2)
Timeline Notes (bullets)
We will mutually finalize the audit period once work commences Above are indicative dates, and actual dates may vary depending upon the complexity and challenges noted during the gap assessment. The Audit will be done by KEN & Co. CPA LLC. Separate EL to be signed with CPA firm.
Closing Signatory
Name
Title
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