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Due Diligence Templates

  •  PDF icon mutual_non-disclosure_agreement_template.pdf - All NDA agreements must be submitted to the Office of Industry and Research Collaboration (OIRC) with an Internal Review Request Form in order to be signed and processed. The OIRC maintains the latest copies of the documents, please reach out to the OIRC for additional information regarding supplier Confidentiality and Non-Disclosure Agreements.

  • File Business Case_Cost Benefit Analysis - When resources such as money or time are consumed, they should be in support of a specific business need. A business case or cost-benefit analysis analyzes the spending and captures the reasoning for initiating the project or change. For example, a software upgrade might improve system performance, but the "business case" is that better performance would improve customer satisfaction, require less task processing time, or reduce system maintenance costs. A compelling cost-benefit analysis adequately captures both the quantifiable and non-quantifiable characteristics of why we should attempt the undertaking of the project.

  • File Cost Comparison - This template of a cost breakdown shows variances between the current version and what a new solution would look like.

  • File executive_summary.docx – An Executive Summary is intended as an aid to decision-making by leadership. It is a short document that summarizes the justification for a change. It is written in such a way that readers can rapidly become acquainted with a large body of information without having to read all of it. It usually contains a brief statement of the problem, a concise analysis of options and a summary of the recommendation. 

  • File Milestones/Deliverables – When writing a scope for a consulting agreement, a proof of concept or a pilot, it is important to include milestones or deliverables. Milestones are actions or events marking a significant change in stage. A deliverable is a tangible or intangible good/service produced as a result of a project that is intended to be delivered to a customer. See example milestones and deliverables in this document.