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The AMA Handbook of Due Diligence by Andrew J. Sherman, William M. Crilly

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ENTITY Form 8-11
133
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
PERFORMANCE ON PAST DEVELOPMENT PROJECTS (Continued)
Note: (1) Overruns in excess of ten percent for high tech projects, in excess of five percent for low tech projects.
(2) Underruns in excess of five percent for either type of project.
EXPLANATION FOR SIGNIFICANT TIME AND/OR COST OVERRUNS (1)
PROJECT EXPLANATION
EXPLANATION FOR SIGNIFICANT TIME AND/OR COST UNDERRUNS (2)
PROJECT EXPLANATION
ENTITY Form 8-12
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
134
DISTRIBUTION OF COMPANY DEVELOPMENT FUNDS
DISTRIBUTION OF COMPANY FUNDED DEVELOPEMENT EXPENDITURE
PERIOD BASIC
RESEARCH
PRODUCT
IMPROVEMENT
NEW PRODUCT
DEVELOPMENT
OTHER TOTAL
(Thousands Of Dollars)
20 $ $ $ $ $
20
20
20
20
(Percent Of Total)
20 % % % % 100.0%
20 100.0
20 100.0
20 100.0
20 100.0
Year-To-Date
____ Months
20
$ $ $ $ $
____ Months
20
Year-To-Date
____ Months
20
% % % % 100.0%
____ Months
20
100.0
EXPLANATION OF SIGNIFICANT CHANGES IN THE ALLOCATION OF DEVELOPEMENT FUNDS
ENTITY Form 8-13
135
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
SOURCE OF TOTAL DEVELOPMENT FUNDS
SOURCE OF TOTAL DEVELOPEMENT FUNDS
PERIOD COMPANY
FUNDED
GOVERNMENT
FUNDED
COMMERCIAL
CUSTOMER
FUNDED
OTHER TOTAL
(Thousands Of Dollars)
20 $ $ $ $ $
20
20
20
20
(Percent Of Total)
20 % % % % 100.0%
20 100.0
20 100.0
20 100.0
20 100.0
Year-To-Date
____ Months
20
$ $ $ $ $
____ Months
20
Year-To-Date
____ Months
20
% % % % 100.0%
____ Months
20
100.0
EXPLANATION OF SIGNIFICANT CHANGES IN THE SOURCE OF DEVELOPEMENT FUNDS
ENTITY Form 8-14
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
136
TREND IN DEVELOPMENT EXPENDITURES, SALARIES AND STAFFING LEVELS
COMPARISON OF BUDGET VERSUS ACTUAL EXPENDITURES
PERIOD COMPANY
FUNDED
EXPENDITURES
DEVELOPMENT
STAFF
SALARIES
SALARIES AS A
PERCENT OF
TOTAL
EXPENDITURES
AVERAGE
NUMBER OF
STAFF
PERSONNEL
AVERAGE
SALARY
(Dollars In Thousand)
20 $ $ % $
20
20
20
20
Year-To-Date
____ Months
20
$ $ % $
____ Months
20
PERIOD BUDGETED
EXPENDITURES
ACTUAL
EXPENDITURES
ACTUAL AS A PERCENT
OF BUDGET
(Dollars In Thousands)
20 $ $ %
20
20
20
20
Year-To-Date
____ Months 20 $ $ %
____ Months 20
ENTITY Form 8-15
137
REF.
PREPARED BY REVIEWED BY
REVISION DATE SECTION PAGE
COMPARISON OF DEVELOPMENT EXPENDITURES WITH OTHER COMPANIES
COMPANY FUNDED DEVELOPEMENT EXPENDITURES AS A PERCENT OF SALES
PERIOD ENTITY
20 % % % % %
20
20
20
20
COMPANY FUNDED DEVELOPEMENT EXPENDITURES AS A PERCENT OF NET INCOME
PERIOD ENTITY
20 % % % % %
20
20
20
20
EXPLANATION OF ANY SIGNIFICANT DIFFERENCES BETWEEN COMPANIES, IF KNOWN

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