Template for IRB Term Sheet

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Downloadable template

Microsoft Excel, Microsoft Word, PDF Version

1.  IRB obligor information

Canadian Procurement Project:

Company Name:

IRB Contact Name:

Email:

Telephone:

Address:

City:

Province/State:

Country:

Postal Code:

2. Transaction Details

Title:

Number:

Date of Submission:

Tranche: 1 2 3

IRB Transaction Type:

Direct
Indirect

IRB Activity Type:

Purchase
Consortium
University Investment
Investment Framework
General Investment
Technology Transfer
VCF

Business Activity Type:

Aircraft C4ISR CBRNE Castings/Machining
Cyber Security Electronics ISS IT
Manufacturing Munitions Power/Propulsion/Transmission
Prof. Services

Ships Space Soldier Systems
Steering/Navigation Systems/Integration Training/Simulation

Vehicles
Weapons Other:

Federal Supply Class (FSC) Code:








(see FSC Website: http://www.dispositionservices.dla.mil/sales/documents/sales/h2book.pdf)

Global Value Chain (GVC):

Yes
No

If yes, provide name of GVC platform and description of eligibility:






Technology Lists

SADTL
EPTL

Version:

Sector:

Category:

Description of transaction relevance to EPTL:






Description of Transaction:










Government Assistance or Participation in Transaction:










3. Transaction Donor

Company Name:

IRB Contact Name:

Email:

Telephone:

Address:

City:

Province/State:

Country:

Postal Code:

NAISC code

(See NAISC website - http://www23.statcan.gc.ca/imdb/p3VD.pl?Function=getVDPage1&TVD=118464)

Description of Core Capabilities:










Tier Level:

4. Transaction Recipient

Company Name:

IRB Contact Name:

Email:

Telephone:

Address:

City:

Province:

Country:

Postal Code:

NAISC code

Description of company and core capabilities:










Description of impact on recipient:










Number of Employees:

Small and Medium Business?

Tier Level:

5. Consortium Member (if applicable)

Company Name:

IRB Contact Name:

Email:

Telephone:

Address:

City:

Province/State:

Country:

Postal Code:

6. IRB Eligibility Criteria

Causality







Eligible Party







Incrementality







Timing







Other—CCV Overview







Other—Level of Technology (Indirect)







7. Quality of Transaction

















8. List of Supporting Documentation
Nature of Document Relevance








9. Valuation and Time Phasing
Total Value of Transaction
Cdn Content Value (CCV) % of Recipient
Estimated Future Sales, if applicable
Multiplier, if applicable
Total CCV $ of Transaction
(CCV$)
Period Direct Indirect SMB EPTL Atl Que NOnt Ont West Total CCV
1
2
3
4
5
6
7
8
Totals
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