# OloLand diligence desk: pilot intake

Blank working template. Completing this document does not create an engagement,
authorize data processing, or confirm service availability. Agree the written
scope and the responsible people before work starts. Send only non-confidential
scope information through the public contact form. Keep completed client records
in the agreed authorized workspace.

## People and assignment

| Field | Agreed value or reference |
| --- | --- |
| Advisory firm / principal | |
| Client legal entity / budget owner | |
| OloLand delivery owner | |
| Assigned professional reviewer / backup | |
| External recipient / acceptance authority | |
| Transaction milestone / actual deadline | |
| Reporting period / accounting basis / currency / source units | |
| Exact questions in scope | |
| Exclusions and known missing records | |

Start with one entity, one currency and a bounded set of earnings-adjustment
questions. State whether each question concerns the reported earnings base,
support for a particular adjustment or possible double counting. Do not assume
that a forecast is reported history or that a supported expense is an acceptable
adjustment. The professional reviewer determines the treatment within the scope.

## Records and permitted handling

| Field | Agreed value or reference |
| --- | --- |
| Record inventory: file types/counts, rows, periods and limits | |
| Person authorized to supply records / written authority reference | |
| Approved workspace, users and document restrictions | |
| Permitted processing tools/providers and execution location | |
| Retention, deletion and export expectations / agreement reference | |
| Client-controlled credential owner; human authentication contact | |
| Source cutoff and permitted refresh/revision count | |

The initial pilot uses OloLand's existing hosted product. No on-premises or
sovereign installation is promised. Confirm the applicable processing terms
before upload. Professional review or a service agreement does not itself grant
permission for pooled evaluation, model training or unrelated secondary use.

## Scope, commercial terms and acceptance

| Field | Agreed value or reference |
| --- | --- |
| OloLand subscription / operational support quote reference | |
| Partner's separate professional engagement / fee reference | |
| Payment milestones, currency and billing evidence owner | |
| OloLand delivery budget, loaded labor rates and expenses | |
| Reviewer availability, response target and planned delivery date | |
| Pause/escalation procedure for missing records or extra work | |
| Acceptance criteria: outputs, evidence, exceptions and reviewer | |
| Recipient's written acceptance reference and authorized release channel | |
| Measured comparison task, quality rubric and effort target | |

Internal review, export, delivery, acknowledgement, acceptance and payment are
separate events. A response can be reviewed with explicitly disclosed exceptions;
it must not be represented as fully answered. Acceptance of a package is not an
audit, assurance report, valuation opinion, financing approval or transaction
guarantee. Additional professional services require their own agreed scope.

## Recorded intake decision

Status: NOT ACCEPTED

Decision and remaining blockers:

OloLand delivery owner / date / written scope reference:

Advisory principal and reviewer / date / written confirmation reference:

Client authority and commercial approval reference:

These fields record decisions made by the authorized people. They are not an
electronic-signature process or a substitute for the underlying agreements.
Upload the completed, authorized intake to the deal and retain its file/version
reference. Revisit the decision when scope, people, permissions or records change.