# AEOS Written Sales Kit // Template 02
## Scoping Questionnaire (Async Parameter Specification)

**Purpose:** Sent to prospective clients to capture precise technical and organizational parameters needed to issue an indicative Written Scoping Proposal. Meetings are completely optional; all parameters can be completed and returned asynchronously via written correspondence.

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### English Version (Default Institutional)

```text
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AEOS ACCOUNTS PAYABLE FORENSIC AUDIT // WRITTEN SCOPING QUESTIONNAIRE
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Note: Meetings are optional. All scoping steps are completed asynchronously.
Please complete the following technical parameters and return via email to 
kontakt@aeosinstitutet.se or diarium@aeosinstitutet.se.

1. CLIENT ORGANISATION
   - Legal Entity Name:
   - Organization / Corporate Registration Number:
   - Entity Classification: [ ] Municipality [ ] Region [ ] Municipal Enterprise [ ] Private Enterprise
   - Primary Finance Contact:
   - Official Delivery Email:

2. AUDIT TEMPORAL BOUNDARY
   - Target Fiscal Years: (e.g., 2021-01-01 through 2025-12-31)
   - Are prior accounting years formally closed and audited? [ ] Yes [ ] In Progress

3. LEDGER VOLUME & ERP ENVIRONMENT
   - Primary Financial / ERP System: (e.g., Visma, Raindance, Unit4/Agresso, SAP, Dynamics)
   - Estimated Annual Transaction Volume:
     [ ] Under 25,000 vouchers/year
     [ ] 25,000 – 100,000 vouchers/year
     [ ] 100,000 – 500,000 vouchers/year
     [ ] Over 500,000 vouchers/year
   - Preferred Export Format: [ ] CSV [ ] Excel (.xlsx) [ ] Parquet [ ] SIE-4

4. SCOPE & INCLUSION DIRECTIVES
   - Practice Domain: [X] DOM-01: AP Liquidity Recovery (Standard Flagship)
   - Do you wish to evaluate specific supplier categories only, or the complete AP ledger?
     [ ] 100% Comprehensive Ledger Census (Recommended — eliminates sampling risk)
     [ ] Scoped Category / Department Only: ____________________________________

5. COMMERCIAL PREFERENCE
   - Preferred Engagement Model:
     [ ] Potential Performance-Aligned Model (No Cure, No Pay — contingency fee on verified recovered funds, subject to formal agreement and procurement rules)
     [ ] Fixed Analytical Scoping Review Fee

6. SPECIAL CONDITIONS / NOTES
   - Specific accounting cutoff dates, mergers, or chart-of-accounts migrations:
     __________________________________________________________________________

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Return completed text to: kontakt@aeosinstitutet.se
Indicative Written Scoping Proposal delivered (target response time: normally within 1 business day of receipt).
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```

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### Swedish Version (Svensk Institutionell Lokalisation)

```text
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AEOS RESKONTRAGRANSKNING // SKRIFTLIGT FÖRUTSÄTTNINGSFORMULÄR
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Notera: Möten är helt valfria. Samtliga förutsättningar hanteras asynkront.
Vänligen fyll i nedanstående tekniska parametrar och returnera via e-post till 
kontakt@aeosinstitutet.se eller diarium@aeosinstitutet.se.

1. ORGANISATION & BESTÄLLARE
   - Fullständigt organisationsnamn:
   - Organisationsnummer:
   - Verksamhetsform: [ ] Kommun [ ] Region [ ] Kommunalt Bolag [ ] Privat Koncern
   - Primär kontaktperson för ekonomi:
   - Officiell leveransadress för diarium/e-post:

2. TIDSAVGRÄNSNING (RÄKENSKAPSÅR)
   - Önskad granskningsperiod: (t.ex. 2021-01-01 till 2025-12-31)
   - Är samtliga granskningsår fastställda och reviderade? [ ] Ja [ ] Pågående

3. RESKONTRAVOLYM & EKONOMISYSTEM
   - Primärt ekonomisystem (ERP): (t.ex. Visma, Raindance, Unit4/Agresso, SAP)
   - Uppskattad årlig transaktionsvolym:
     [ ] Under 25 000 verifikat/år
     [ ] 25 000 – 100 000 verifikat/år
     [ ] 100 000 – 500 000 verifikat/år
     [ ] Över 500 000 verifikat/år
   - Föredraget exportformat: [ ] CSV [ ] Excel (.xlsx) [ ] Parquet [ ] SIE-4

4. GRANSKNINGSINRIKTNING & OMFÅNG
   - Granskningsdomän: [X] DOM-01: Likviditetsåtervinning (AP) (Standard)
   - Önskas granskning av hela reskontran eller avgränsad förvaltning?
     [ ] 100 % Totalpopulationsgranskning (Rekommenderas — eliminerar stickprovsrisk)
     [ ] Avgränsad förvaltning / bolagsenhet: _________________________________

5. KOMMERSIELL MODELL
   - Föredragen uppdragsform:
     [ ] Potentiell resultatbaserad modell (No Cure, No Pay — arvode på återvunna medel, förutsätter särskilt avtal och upphandlingsprövning)
     [ ] Fast analysarvode för avgränsad förutsättningsstudie

6. SÄRSKILDA FÖRUTSÄTTNINGAR / ANMÄRKNINGAR
   - Systembyten, fusioner eller kontoplansförändringar under perioden:
     __________________________________________________________________________

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Skicka ifyllt formulär till: kontakt@aeosinstitutet.se
Indikativt Skriftligt Förutsättningsunderlag levereras (målsättning för återkoppling: normalt inom 1 arbetsdag).
================================================================================
```