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Board updates Safe Harbor, administrative violations, and complaint intake policies
Summary
The Board completed its annual policy review and voted to update policy 2003-1 (Safe Harbor language), 2004-1 (Administrative Violations), and to rewrite the complaint intake section of 2017-1; two policies were retained without change.
At the April 24 meeting the Washington State Board of Accountancy completed its annual review of Board policies and approved several updates.
The Board voted unanimously to update Policy 2003-1 (Safe Harbor Report Language for Use by Non-CPAs) with minor wording changes and to amend Policy 2004-1 (Administrative Violations Delegation and Process for Remedial Resolution) by adding wording to the document’s "Purpose" section. The Board also approved a rewrite of the "Complaint Intake" section of Policy 2017-1 (Investigative and Disciplinary Processes) and retained Policies 2017-2 (Publication and Disclosure of Disciplinary Actions) and 2020-1 (Peer Review) without changes.
The Chair authorized using his electronic signature for policy signing going forward; members also authorized electronic signatures for meeting minutes. The policy changes were characterized as clarifications and administrative updates rather than substantive rule changes.
