CONCEPT PAPER TEMPLATE AND INSTRUCTIONS

Instructions for completing the form:

Date: Todays date
Originator: The Contact Name, Title, and Organization for the individual completing the documentation
Contact Information: The office address, phone number, and email address for the Contact Name
Project Title: The woring title of the pro!ect " as defined by the Originator# $ll pro!ects must align with the
NC% strategic goals# Indicate which NC% strategic goal&s' this pro!ect addresses#
Estimated Grant Amount: The amount of pro!ected funding necessary to implement the pro!ect
Estimated Timeline: The anticipated start and end dates for completing the wor needed to implement the pro!ect#
This includes all pro!ect activities &e#g#, professional services activities, communication plans, dependencies with other
pro!ects or funding sources, as well as procurement steps'# If relevant, specify whether the re(uired level of effort is
continuous or cyclical#
Dependencies and Cost Factors: Identify resource constraints or e)ternal funding, for e)ample, that may impact
the pro!ect scope, schedule, or budget# Identify factors influencing the overall cost of the initiative &e#g# size of population,
technology investment'#
Problem StatementProject Description: Include a brief, (uantifiable description of the problem this pro!ect will
solve# Include as many specifics regarding current situation limitations, compliance needs, and e)pected outcomes as
possible#
Performance !easures: Identify (uantitative and (ualitative measures of inputs, outputs, and outcomes to
assess progress against an initiative*pro!ect# If it is available, originators may elect to attach a one page +ro!ect ,cope
and Charter document to the Concept +aper template#
Preliminar" Project Plan: Include a brief outline the tass, resources, deliverables, and due dates for the
pro!ect# If it is available, originators may elect to attach a -icrosoft +ro!ect ,chedule to the Concept +aper template#
Note:
The Concept +aper should be a brief . / 0 page outline of the proposal# The individual fields will allow for te)t word wrap and
some e)pansion#
CONCEPT PAPER
Preliminary Document
Presented for Review and Discussion
[Date]
[Originator Name, Title,
Organization]
[Contact Inormation!
A""re##, P$one, Email]
Pro%ect Title!
E#timate"
&rant
Amo'nt
[Identify potential
procurement
requirements]
NCR Strategic
&oal
Alignment!
[Insert name of Goal and Objective here]
Allo(a)ilit*
[See instructions to
confrm allowability;
attach separate sheet if
necessary]
E#timate"
Timeline
[Insert tentative start and end dates]
De+en"enci
e# an" Co#t
,actor#!
[Attach via separate sheet if
necessary]
Problem StatementProject Description:
Preliminar" Project Plan #Tas$s% &esources% Deli'erables% Collaborating Partners% etc()
Tas&s' Owner&s' or Collaborating
+artners
1eliverable&s' Target 1ate&s' or 2evel of 3ffort
4#
.#
0#
5#
6#
7#
8#
9#
:#
4;#
Pro%ect Perormance Mea#'re#
-a#eline
.al'
e
Target
.al'e
1.
.#
0#
5#
6#
7#
8#