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01 · INTAKE
02 · WORK
03 · REVIEW
04 · RELEASE
Engagement · Harbor Health Systems
ENG-2060 — Harbor Health HIPAA controls audit
Annual HIPAA security rule audit; access logs, encryption, BAA tracking, incident response.
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Export workpaper bundle
Engagement risk flags
PBC-1050 (bank reconciliation March 2026) is
overdue
5 days. Westbrook contact (Sarah Kim) was notified; escalation recommended.
2 exceptions awaiting partner disposition. Resolve before sign-off can proceed.
Retainer
$0
Budget
$64,000
$18,000 consumed (28%)
Project manager
Aisha Patel
Marcus Sterling (account lead)
Timeline
Apr 24, 2026 → Jul 25, 2026
Last status: May 13, 2026
Milestones (1)
Milestone-level cadence drives the weekly status report.
A1 · Fieldwork
Primary fieldwork area for this engagement.
target May 9, 2026
In progress
Workpapers (4)
Submit → client review → accept flow. Each workpaper has acceptance criteria, versions, and a 3-day review window by default.
Code
Title
Owner
Status
WP-206001
ENG-2060 workpaper 1
Elena Vasquez
Accepted
WP-206004
ENG-2060 workpaper 4
Elena Vasquez
In progress
WP-206002
ENG-2060 workpaper 2
Elena Vasquez
In review
WP-206003
ENG-2060 workpaper 3
Elena Vasquez
Prepared for review
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Eduardo Brisa
· Partner
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