EduTrust Criterion 3

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

3.1.1 Selection process

• PEI sets criteria to select potential agent(s).

  Yes

  No

  N/A

• PEI has a procedure to evaluate potential agent(s).

  Yes

  No

  N/A

• Management team approves the agent(s) before signing contract.

  Yes

  No

  N/A

• Agent list is up-to-date.

  Yes

  No

  N/A

• Evaluation criteria for agents are comprehensive.

  Yes

  No

  N/A

• PEI reviews (at least once a year) the selection criteria and evaluation process.

  Yes

  No

  N/A

3.2.1 Management of Agents

• Agent contracts are renewable yearly.

  Yes

  No

  N/A

• Every agent has a contract.

  Yes

  No

  N/A

• PEI must provide adequate training for its agent(s). All training materials and attendance must be kept.

  Yes

  No

  N/A

• PEI has a procedure to update its agent(s) of any changes.

  Yes

  No

  N/A

• Evidence that students are informed of important information via relevant marketing collaterals or agent briefing.

  Yes

  No

  N/A

• PEI updates its agents of changes in a timely manner.

  Yes

  No

  N/A

• PEI reviews (at least once a year) the roles of the agent and its agent management practices (contract, code of conduct, training, communication. channel) for continual improvements.

  Yes

  No

  N/A

3.3.1 Monitoring of Agents

• Monitoring records are kept.

  Yes

  No

  N/A

• Evaluation records are kept.

  Yes

  No

  N/A

• PEI takes actions against agents who do not meet expectations.

  Yes

  No

  N/A

• There are vetting and approval records for agent’s promotion materials and advertisements.

  Yes

  No

  N/A

• Students do not pay any fee to agent besides the commission.

  Yes

  No

  N/A

• PEI takes actions in a timely manner against agents who do not meet expectations.

  Yes

  No

  N/A

• PEI reviews (at least once a year) the monitoring and evaluation processes.

  Yes

  No

  N/A

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