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docs/questions-outsource-solutions.md

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+# Baker Tilly International Go/No Go Check List
+
+## Outsourced Solutions
+
+### Score Legend
+
+| Color | Points | Decision |
+|-------|--------|----------|
+| 🟢 Green | 10+ Points | GO |
+| 🟡 Yellow | 5-9 Points | Speak to SL or SSL leadership |
+| 🔴 Red | 1-5 Points | NO GO |
+
+---
+
+### Basic Information
+
+| Field | Value |
+|-------|-------|
+| **Client Name:** | |
+| **Client Contact:** | |
+| **Lead Firm Name:** | |
+| **Lead Firm Contact:** | |
+
+---
+
+## 1. Opportunity Details
+
+| # | Question | Details |
+|---|----------|---------|
+| 8 | What sort of outsourcing opportunity is it? | |
+| 9 | How many locations involved in this opportunity? | |
+| 10 | List any locations included in this opportunity where we do not have a Baker Tilly firm. | |
+| 11 | Where is the client HQ? | |
+| 12 | What is the client's business and industry? | |
+| 13 | Who are the competitors in this space? | |
+
+---
+
+## 2. Client Background and History
+
+> *If you answer yes, you will score 1 point, if you answer no you will score 0 points*
+
+| # | Question | Yes / No / Not applicable | Insert details |
+|---|----------|---------------------------|----------------|
+| 15 | Have we previously worked with this client, and was the experience positive? | - | |
+| 16 | Have we conducted a reputational risk check on the client (negative press, ethical concerns, etc.)? | - | |
+
+---
+
+## 3. Regulatory Compliance
+
+> *If you answer yes, you will score 1 point, if you answer no you will score 0 points*
+
+| # | Question | Yes / No / Not applicable | Insert details |
+|---|----------|---------------------------|----------------|
+| 18 | Does the client comply with all relevant regulatory requirements? | - | |
+| 19 | Has the client provided complete and accurate financial records for review? | - | |
+| 20 | Does the client have no pending legal, tax or regulatory issues that [you know of] which could impact this opportunity? | - | |
+
+---
+
+## 4. Risk Assessment
+
+> *If you answer yes, you will score 1 point, if you answer no you will score 0 points*
+
+| # | Question | Yes / No / Not applicable | Insert details |
+|---|----------|---------------------------|----------------|
+| 22 | Is there a clear understanding on the scope, responsibilities and deliverables? | - | |
+| 23 | Do we have the necessary delivery tools (platforms, technology, security measures etc.) to support this opportunity? | - | |
+| 24 | Have you completed a conflict check? | - | |
+| 25 | Can we meet the service-level agreements (SLAs) without overcommitting our resources? | - | |
+| 26 | Are there no special expectations or requirements from the client that may pose a challenge? | - | |
+
+---
+
+## 5. Resource Allocation
+
+> *If you answer yes, you will score 1 point, if you answer no you will score 0 points*
+
+| # | Question | Yes / No / Not applicable | Insert details |
+|---|----------|---------------------------|----------------|
+| 28 | Do you have the resources required for the opportunity (personnel, time, budget)? | - | |
+| 29 | Do you have the right expertise and capacity across our network to deliver high-quality service? | - | |
+
+---
+
+## 6. Additional comments to support this decision
+
+| Comments |
+|----------|
+| |