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Certification Body Selection Template (ISO/IEC 27001 and 27006-1)

CB selection for ISO/IEC 27001: accreditation check, impartiality, audit time, multi-site, remote audit, 3-year cost, transfer, RFQ, scoring, decision

ISMS và ISO/IEC 27001Đầy đủISO/IEC 17021-1:2015 and ISO/IEC 27006-1:2024 (cited only); IAF MD 1, 2, 4, 11, 29certificationbodyselection
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Cách dùng: Use it when you choose or change the certification body for your ISMS. Fill the requirements profile (headcount, sites, scope) first so quotes are comparable. The main pitfall is choosing on day rate alone and ending with an unaccredited certificate or too few audit days.

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Certification Body Selection: [Organization name]

Selection record for the certification body (CB) that will audit and certify the information security management system (ISMS) of [Organization name] against ISO/IEC 27001:2022 + Amd 1:2024. It covers the accreditation check, scope and sector coverage, auditor competence, how the CB sets audit time under ISO/IEC 27006-1:2024, the multi-site and remote audit approach, the cost of the full three-year cycle, transfer rules, the request for quotation (RFQ), a weighted scoring matrix and the final decision record. Replace every [bracketed] value and every row marked Example. This is a documentation format, not legal or procurement advice.

Document control

FieldValue
Document IDDOC-ISMS-090
Version[1.0]
Status[Draft / In review / Approved / Superseded]
Owner[@isms-manager]
Approvers/reviewers[@ciso], [@cfo], [@procurement-lead], [@ceo]
Last updatedYYYY-MM-DD
Classification[Internal / Confidential (contains commercial quotes)]
Standard and editionISO/IEC 27001:2022 + Amd 1:2024; CB requirements ISO/IEC 17021-1:2015 and ISO/IEC 27006-1:2024
ISMS scope referenceDOC-ISMS-002 (ISMS scope), version [n]
Target Stage 1 window[YYYY-MM-DD to YYYY-MM-DD]
Bidders invited[n]
Selected CB[CB legal name], accreditation [accreditation body, certificate number]
Next scheduled review[Before recertification RFQ, YYYY-MM-DD]

Approvals

RoleNameDecisionDate
ISMS manager (prepared)[@isms-manager][Prepared]YYYY-MM-DD
Finance[@cfo][Budget confirmed]YYYY-MM-DD
Top management[@ceo][Approved / Rejected]YYYY-MM-DD

Revision history

VersionDateAuthorChange
0.1 (Example)YYYY-MM-DD[@isms-manager]Requirements profile and RFQ issued to three bidders
1.0 (Example)YYYY-MM-DD[@isms-manager]Scoring completed, Bidder B selected, approved by top management

Contents

  1. Purpose and scope
  2. Selection process
  3. Requirements profile sent to bidders
  4. Accreditation and recognition check
  5. Scope coverage, impartiality and auditor competence
  6. Audit time transparency
  7. Multi-site approach
  8. Remote and ICT-assisted audit policy
  9. Cost of the full certification cycle
  10. Transfer rules
  11. Request for quotation questions
  12. Scoring matrix
  13. Decision record
  14. Size tiers
  15. Records and evidence
  16. References

1. Purpose and scope

This document records how [Organization name] selected the certification body for its ISMS and why. It supports a single decision: which accredited CB will perform the Stage 1 and Stage 2 audits, the two surveillance audits and the recertification audit of the three-year cycle, and on what terms.

ItemValue
Certification soughtISO/IEC 27001:2022 + Amd 1:2024 [and, if integrated: ISO 9001, ISO 22301, ISO/IEC 27701:2025, ISO/IEC 42001:2023]
Type[Initial certification / Transfer from another CB / Recertification tender]
Scope statement (draft)[Copy from DOC-ISMS-002]
Legal entities[list]
Sites and cloud regions[list, or "see section 3"]
Decision needed byYYYY-MM-DD

Out of scope for this document: implementation consulting, gap assessment (see compliance/iso-27001-gap-assessment) and the audit readiness work itself (see isms/stage-1-readiness-pack).

2. Selection process

The process has two hard gates and one weighted comparison. A bidder that fails a gate is excluded whatever its price.

StepOwnerOutputExample duration
Requirements profile[@isms-manager]Section 3 completeExample: 1 week
Long list and gate checks[@isms-manager]Sections 4 and 5Example: 1 week
RFQ and responses[@procurement-lead]Quotes, audit time calculationsExample: 3 weeks
Clarification calls[@isms-manager], [@ciso]Call notes per bidderExample: 1 week
Scoring and decisionEvaluation panelSections 12 and 13Example: 1 week

3. Requirements profile sent to bidders

Send the same profile to every bidder so the quotes are comparable.

FieldValueSource
Organization and legal entities[names]Company register
Draft ISMS scope statement[text]DOC-ISMS-002
Persons doing work under the organization's control in scope[n employees + n contractors, full-time equivalent if part-time]HR system, supplier register
Shift or seasonal work[Yes / No, details]HR
Sites in scope (physical)[n, with address, activity and headcount per site]DOC-ISMS-002
Remote workers[n, countries]HR
Cloud and hosting[providers, regions, service models]isms/cloud-services-security-policy
Sector and regulated activities[e.g. health data, financial services, OT]DOC-ISMS-014 legal register
IT complexity indicators[n of business applications, in-house development Yes/No, outsourced IT Yes/No]Asset inventory DOC-ISMS-012
Other certifications held[ISO 9001, ISO 22301, SOC 2 report, with CB names kept internal]Certificates
Integrated audit wanted[Yes / No, with which standards]Management decision
Audit languages[languages for interviews and reports]HR
Target datesStage 1 [month], Stage 2 [month], certificate needed by [date]DOC-ISMS-030 roadmap
Customer requirements[e.g. customers require an accredited certificate within 12 months]Contracts

Worked example (Example: Quillmere Analytics Ltd): 46 persons in scope (38 employees and 8 contractors), one office plus remote staff in [n] countries, production on one public cloud provider in two regions, in-house development of one SaaS platform, processor of customer personal data, no other certifications, certificate needed within 6 months for two enterprise renewals.

4. Accreditation and recognition check

4.1 What changed in 2026

International recognition of accreditation bodies was run for many years by the International Accreditation Forum (IAF) through the IAF Multilateral Recognition Arrangement (MLA). From 1 January 2026 IAF and ILAC were brought together in Global Accreditation Cooperation Incorporated (Global ACI), and the IAF MLA was subsumed into the Global ACI Multilateral Recognition Arrangement (MRA). Existing accreditations stayed valid during the transition, and many contracts, tenders and regulations still say "IAF MLA". Treat an accreditation body that was an IAF MLA signatory for management system certification and is now a Global ACI MRA signatory as meeting the requirement, and check the current status on the Global ACI website before you rely on it. The IAF mandatory documents were re-issued by Global ACI (version 1.0 issued 10 July 2026, in force 28 August 2026) with new numbers, so this template cites both the IAF and the Global ACI number; check the current issue on global-aci.org. Legacy IAF MLA marks remain usable by accreditation bodies and accredited CBs during the mark transition set by accreditation bodies (check their notices for the end date); certified organizations generally may not use the IAF MLA or Global ACI MRA mark, only the CB's own mark under its rules (isms/certification-mark-usage).

4.2 Checks per bidder

#CheckHow to verifyBidder ABidder BBidder C
4.2.1CB holds a valid accreditation for ISMS certification (ISO/IEC 27001) against ISO/IEC 17021-1 and ISO/IEC 27006-1Accreditation certificate and scope schedule published by the accreditation body[Pass / Fail][Pass / Fail][Pass / Fail]
4.2.2Accreditation body is a recognised signatory (Global ACI MRA, formerly IAF MLA) for management system certificationSignatory list on the Global ACI website[Pass / Fail][Pass / Fail][Pass / Fail]
4.2.3Accreditation scope covers your sector or technical areaScope schedule of the accreditation[Pass / Fail][Pass / Fail][Pass / Fail]
4.2.4CB is accredited against ISO/IEC 27006-1:2024 (the transition under IAF MD 29:2024 ended on 31 March 2026, so an accreditation still referring only to ISO/IEC 27006:2015 needs an explanation)Accreditation schedule and its date, CB statement[Pass / Fail][Pass / Fail][Pass / Fail]
4.2.5CB uploads accredited certificates to IAF CertSearch (still operating under Global ACI; check) so customers can verify themSearch for an existing certificate of the CB in IAF CertSearch[Pass / Fail][Pass / Fail][Pass / Fail]
4.2.6No suspension or withdrawal of the accreditationAccreditation body register[Pass / Fail][Pass / Fail][Pass / Fail]

Example result (Example): Bidder C offered a low fee but its accreditation schedule covered ISO 9001 only; its ISMS certificates were issued without accreditation. Bidder C fails gate 1 and is excluded, although section 12 shows its scores for illustration.

4.3 Red flags

  • The CB offers to write your policies, run your risk assessment or "guarantee" a certificate. Accredited CBs must not consult on the system they certify, and no CB can promise the outcome of an audit.
  • The certificate would carry only the CB's own mark and no accreditation mark, or an accreditation body you cannot find on the signatory list.
  • Audit days far below the other quotes for the same profile, with no written calculation.
  • The CB will not name or describe the auditors' competence before contract.

5. Scope coverage, impartiality and auditor competence

5.1 Impartiality (gate 2)

QuestionBidder ABidder BBidder C
Has the CB or a body linked to it provided ISMS consulting, internal audit or training with tailored content to [Organization name] within the period the CB's impartiality rules set?[Yes / No][Yes / No][Yes / No]
Does any proposed auditor hold another role with us (former employee, consultant, shareholder)?[Yes / No][Yes / No][Yes / No]
Does the CB offer bundled consulting and certification?[Yes / No][Yes / No][Yes / No]
Gate result[Pass / Fail][Pass / Fail][Pass / Fail]

5.2 Competence and continuity

ISO/IEC 27006-1 sets competence requirements for ISMS auditors and for the people who make certification decisions. You cannot test those directly, but you can ask for evidence.

CriterionWhat good looks likeEvidence to request
Sector experienceLead auditor has audited organisations in your sector or technical areaAnonymised summary of relevant audits
Technology competenceTeam can assess cloud, software development, OT or other key technology in scopeAuditor profiles, technical expert availability
Regulatory awarenessTeam understands the laws you list in DOC-ISMS-014 (for example GDPR, NIS2, DORA, US sector rules)Profile, clarification call
LanguageInterviews and report in your working language without interpreters, or interpreter cost includedWritten confirmation
ContinuitySame lead auditor for Stage 1 and Stage 2, rotation policy explainedCB rotation policy
Integrated audit capabilityAuditors qualified for each standard in an integrated audit (IAF MD 11:2023, now re-issued as Global ACI-TECH-3-008; check the current issue)Qualification list

6. Audit time transparency

Ask each bidder for a written audit time calculation that shows:

  1. the effective number of persons used, and how part-time staff, contractors and remote workers were counted;
  2. each complexity factor applied (for example IT complexity, extent of outsourcing, development activity, regulatory environment, number of sites) and its effect;
  3. the split between Stage 1, Stage 2, each surveillance audit and the recertification audit;
  4. on-site, remote and off-site (report writing and planning) time;
  5. any reduction or increase and its justification.
ItemBidder ABidder BBidder C
Persons counted (Example)464640
Complexity adjustments stated (Example)Yes, writtenYes, writtenNot provided
Stage 1 days (Example)1.51.51.0
Stage 2 days (Example)3.53.53.0
Initial audit total (Example)5.05.04.0
Each surveillance audit (Example)2.01.51.5
Recertification (Example)3.52.53.0

All day counts above are Example values to show the comparison format. They are not taken from any ISO/IEC 27006-1 table. Note that Bidder C counted 40 persons instead of 46 by leaving out contractors: a quote built on wrong data is not a saving, because the CB would correct it later.

7. Multi-site approach

Multi-site certification is governed by ISO/IEC 27006-1:2024 and IAF MD 1:2023 (audit and certification of a management system operated by a multi-site organization), now re-issued by Global ACI as Global ACI-TECH-3-001 (check the current issue). The CB decides whether sampling is possible after reviewing the organisation's structure.

Question to the CBBidder ABidder BBidder C
Will you treat our sites as one multi-site organisation, and under which conditions?[answer][answer][answer]
Which sites must be visited at Stage 2 and at each surveillance?[answer][answer][answer]
How will you treat sites with different activities (for example a data centre versus an office)?[answer][answer][answer]
What happens if a nonconformity is found at one sampled site?[answer][answer][answer]
How do you handle a phased scope that adds sites later?[answer][answer][answer]

Link the phased approach to isms/scope-extension-multisite-plan.

8. Remote and ICT-assisted audit policy

TopicOur requirementBidder ABidder BBidder C
Parts proposed remote[e.g. Stage 1 document review, interviews with remote staff][answer][answer][answer]
Parts requiring a visit[e.g. office physical controls, colocation suite][answer][answer][answer]
Video platform[Our platform / CB platform, recording not allowed][answer][answer][answer]
Evidence sharingScreen share by default; no upload of Confidential records (DOC-ISMS-043)[answer][answer][answer]
Fallback if connection fails[rescheduling rule][answer][answer][answer]
Data protection of audit recordsCB confidentiality terms, retention of copies[answer][answer][answer]

9. Cost of the full certification cycle

Worked example (Example: Quillmere Analytics Ltd, USD, figures for illustration only; use your local currency):

Cost itemBidder ABidder BBidder C
Day rate1,6001,5001,200
Initial audit (Stage 1 + Stage 2)5.0 d = 8,0005.0 d = 7,5004.0 d = 4,800
Surveillance year 22.0 d = 3,2001.5 d = 2,2501.5 d = 1,800
Surveillance year 32.0 d = 3,2001.5 d = 2,2501.5 d = 1,800
Travel (year 1 / year 2 / year 3)1,000 / 500 / 500Included in the day rate0 / 0 / 0 (remote only)
Annual administration or certificate fee600 x 3 = 1,800600 x 3 = 1,800400 x 3 = 1,200
Year 1 total9,6008,1005,200
Year 2 total4,3002,8502,200
Year 3 total4,3002,8502,200
Three-year total18,20013,8009,600
Recertification (start of next cycle, for comparison)3.5 d = 5,6002.5 d = 3,7503.0 d = 3,600

The selected Bidder B figures are the ones carried into the cycle budget in isms/certification-cycle-plan (DOC-ISMS-094) section 11.

Also ask about: fees for extra days to verify corrective actions, cancellation and rescheduling charges, fees for scope extensions, special audits, and certificate reissue.

10. Transfer rules

IAF MD 2:2023, now re-issued by Global ACI as Global ACI-TECH-3-002 (check the current issue), covers the transfer of accredited management system certification between accredited CBs. In outline, the receiving CB performs a pre-transfer review of the current certificate, the last audit reports, open nonconformities and complaints, and decides whether a visit is needed. Only valid, accredited certificates can be transferred.

QuestionOur position
Notice period to end the contract with the selected CB[n months, from the contract]
Ownership of audit reports[We keep copies of all reports; contract allows sharing with a new CB]
Transfer conditions we must keep metNo open major nonconformity, certificate not suspended, surveillance up to date
When we would consider a transfer[e.g. loss of accreditation, repeated auditor changes, unresolved complaint, sector competence gap]

11. Request for quotation questions

Accreditation and recognition

  1. Provide your accreditation certificate and scope schedule for ISMS certification, and name the accreditation body.
  2. Confirm that the accreditation body is a Global ACI MRA (formerly IAF MLA) signatory for management system certification.
  3. Confirm that your accreditation covers ISO/IEC 27006-1:2024.
  4. Confirm that our certificate will be listed in IAF CertSearch.

Audit approach

  1. Provide your audit time calculation (section 6) with all assumptions.
  2. Describe the Stage 1 approach: on site, remote or mixed, and what you expect to see.
  3. State your expected interval between Stage 1 and Stage 2 and how you handle areas of concern found at Stage 1.
  4. Describe your multi-site and sampling approach for our structure.
  5. Describe your use of remote auditing under IAF MD 4:2025 (Global ACI-TECH-3-003) and the tools you use.
  6. Describe how you would run an integrated audit with [other standards] under IAF MD 11:2023 (Global ACI-TECH-3-008), if requested.

Competence and continuity

  1. Describe the proposed lead auditor's sector and technical experience.
  2. Explain your auditor rotation policy across the three-year cycle.
  3. State whether technical experts will join, and for which areas.
  4. Confirm the audit languages available.

Commercial

  1. Provide a full three-year cost breakdown (section 9 format).
  2. List fees not included in the day rate.
  3. State cancellation, rescheduling and extra-day terms.
  4. State payment terms and price review rules over the cycle.

Process and service

  1. Describe how you grade nonconformities and the deadlines you set for corrections and corrective actions.
  2. State the typical time from Stage 2 closing meeting to certification decision and certificate issue.
  3. Describe your complaints and appeals process.
  4. Describe your rules for use of the certification mark and the accreditation mark (link isms/certification-mark-usage).
  5. State how you protect the confidentiality of our evidence and how long you retain it.
  6. Provide your transfer-in process if we come from another CB.

12. Scoring matrix

Weights (Example), agreed by the panel on YYYY-MM-DD before the quotes were opened:

CriterionWeightBidder A scoreBidder A weightedBidder B scoreBidder B weightedBidder C scoreBidder C weighted
Accreditation and recognition15515.0515.026.0
Scope coverage and sector competence15412.0515.0412.0
Auditor competence and continuity15412.0515.039.0
Audit time transparency10510.048.024.0
Multi-site and remote approach1048.048.036.0
Three-year cost1539.0412.0515.0
Scheduling and language1048.048.0510.0
Transfer and exit terms544.044.033.0
Reporting and service quality544.055.033.0
Total10082.090.068.0 (excluded at gate 1)

Result (Example): Bidder B ranks first with 90.0. Bidder C has the lowest cost but fails gate 1 (section 4.2), so its score has no effect on the decision.

13. Decision record

FieldValue
Decision IDCBS-DEC-001 (Example)
Selected CB[CB legal name] (Example: Bidder B)
Accreditation[Accreditation body, certificate number, checked on YYYY-MM-DD]
ReasonExample: highest weighted score (90.0), sector experience with SaaS processors, same lead auditor for Stage 1 and Stage 2, three-year cost 13,800 USD
Excluded bidders and reasonExample: Bidder C, accreditation scope does not cover ISO/IEC 27001
Contract conditions[Fixed day rate for the cycle, remote evidence rules from section 8, report ownership from section 10]
Residual concerns[e.g. limited auditor availability in Q4]
Budget referenceDOC-ISMS-031 (budget and resource plan)
Agreed Stage 1 datesYYYY-MM-DD to YYYY-MM-DD
Decided by[@ceo], YYYY-MM-DD

Selecting a CB does not guarantee certification. The certification decision belongs to the CB after its audits.

14. Size tiers

AspectSmall: Quillmere Analytics Ltd (Example)Medium: Quillmere Health Systems (Example)Large: Quillmere Group (Example)
Profile46 persons (38 employees, 8 contractors), one office, remote staff, one cloud provider in two regions320 staff, two offices, one colocation suite2,400 staff, 6 sites in 4 countries, OT and IT
Bidders3, simple RFQ by e-mail3 to 4, RFQ with clarification callsFormal tender through procurement, 4 to 6 bidders
Key differentiatorCost, SaaS experience, remote auditHealth sector competence, readiness for an ISO/IEC 27701:2025 extension next yearMulti-site sampling, OT competence, integrated audit with existing ISO 9001 and ISO 22301 certificates, languages in 4 countries
PanelISMS manager (0.5 FTE) and CEOISMS manager, security lead, CFOCISO, procurement, site representatives, IMS lead
Special questionsNone beyond the RFQ27701 capability, colocation visit approachPhased scope by site, transfer of existing certificates to one CB, auditor travel across countries
TimelineDecide 5 months before target certificate dateDecide 6 to 8 months beforeDecide 10 to 12 months before, before phase 1 sites go live

15. Records and evidence

RecordOwnerLocationRetention
Requirements profile as sent[@isms-manager][ISMS document store]Certification cycle + 3 years (Example)
Accreditation check screenshots or exports[@isms-manager][ISMS document store]Certification cycle + 3 years
Quotes and audit time calculations[@procurement-lead][Procurement system]Per procurement policy
Clarification call notes[@isms-manager][ISMS document store]Certification cycle + 3 years
Scoring sheets per scorerEvaluation panel[ISMS document store]Certification cycle + 3 years
Signed decision (section 13) and contract[@ceo], [@procurement-lead][Contract repository]Contract term + [n] years

Register these records in DOC-ISMS-028 (documented information register) and map the CB contract in isms/control-evidence-matrix where it serves as evidence.

16. References

ReferenceEditionUse
ISO/IEC 27001:2022, ISMS requirements (https://www.iso.org/standard/82875.html)2022Standard being certified
ISO/IEC 27001:2022/Amd 1:2024 (https://www.iso.org/standard/88435.html)2024-02-23Climate change in 4.1 and 4.2
ISO/IEC 17021-1:2015 (https://www.iso.org/standard/61651.html)2015General requirements for management system CBs
ISO/IEC 27006-1:2024 (https://www.iso.org/standard/82908.html)2024ISMS CB requirements: audit time, multi-site, competence
IAF MD 1:2023, multi-site audit and certification, re-issued as Global ACI-TECH-3-001Issue 3, 18 Oct 2023; Global ACI v1.0 issued 10 Jul 2026, in force 28 Aug 2026Section 7
IAF MD 2:2023, transfer of accredited certification, re-issued as Global ACI-TECH-3-002Issue 2, 14 Jun 2023; Global ACI v1.0 (check the current issue)Section 10
IAF MD 4:2025, ICT for conformity assessment, re-issued as Global ACI-TECH-3-003Issue 3, 30 Jan 2025, application 30 Jan 2026; Global ACI v1.0 issued 10 Jul 2026, in force 28 Aug 2026Section 8
IAF MD 11:2023, integrated management system audits, re-issued as Global ACI-TECH-3-008Issue 3, 12 Sep 2023; Global ACI v1.0 (check the current issue)Sections 5 and 11
IAF MD 29:2024, transition to ISO/IEC 27006-1:2024Issue 1, 21 May 2024; transition ended 31 Mar 2026Section 4
Global Accreditation Cooperation Incorporated (Global ACI), MRA (formerly IAF MLA) and re-issued mandatory documentsOperational from 1 Jan 2026Section 4 (https://global-aci.org)
IAF CertSearchOnline database (still operating; check)Certificate verification (https://www.iafcertsearch.org)

Related templates: compliance/ms-scope, compliance/iso-27001-gap-assessment, isms/stage-1-readiness-pack, isms/stage-2-audit-evidence-index, isms/certification-cycle-plan, isms/scope-extension-multisite-plan, isms/isms-budget-resource-plan, isms/certification-mark-usage, isms/certification-audit-explained, isms/control-evidence-matrix.

Standard and licence note

Structure aligned with the certification requirements in ISO/IEC 17021-1:2015 and ISO/IEC 27006-1:2024 for ISO/IEC 27001:2022 + Amd 1:2024, and with the IAF mandatory documents MD 1, MD 2, MD 4, MD 11 and MD 29, of which MD 1, MD 2, MD 4 and MD 11 have been re-issued by Global ACI (Global ACI-TECH-3-001, -002, -003 and -008). The text, questions, scoring method and examples are original; no ISO/IEC or IAF text is reproduced, and audit-day and cost figures are illustrative. ISO and IEC standards are copyrighted: obtain the official standards from ISO (https://www.iso.org/standard/82875.html) or your national standards body. Check the current editions, the Global ACI documents and your certification body's rules before use. No certification body is named or recommended. This is a documentation format, not legal or procurement advice. Template licence: MIT.

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