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The QI Periodic Review is a review of compliance for one of the years in the three year compliance period. The Periodic Review may be performed by an independent internal or external reviewer.

The scope and methodology to be utilized for the Periodic Review is contained in Annex I and Annex II of the QI Agreement (Revenue Procedure 2017-15). The results of the Periodic Review are reported to the Responsable Officer and must be taken into consideration in performing the Periodic Certification.