Can this report be signed electronically?

Yes. Electronic signatures are legally valid under the ESIGN Act (15 U.S.C. §7001) and UETA in most states when intent, consent, attribution, and record retention are satisfied.

Who should provide the final signature?

The authorized signatory is the individual or official with contracting authority for the preparing organization; record their title and signatory authority in the report.

When is notarization required?

Notarization is only required for specific attachments such as affidavits, property deeds, or sworn statements; check jurisdictional rules or permitting guidance.

How do I correct errors after signing?

If incorrect, prepare an amendment or corrected exhibit and have required parties sign the amendment; document the change in the audit trail.

What supporting documents should be attached?

Attach cost spreadsheets, vendor quotes, technical memos, permits, environmental reports, and any data sources used in the analysis.

How long should I retain the signed report?

Follow retention guidance above; retain financial and compliance-related records per IRC §6501(a) and industry rules such as 45 CFR §164.530(j) for healthcare.

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Feasibility Report Template

Feasibility Report Template

This template is fully customizable. Edit the text, fill out the fields, and send it for signature. Give it a try!

FEASIBILITY REPORT TEMPLATE AND ENGAGEMENT AGREEMENT

This Feasibility Report Template and Engagement Agreement (the "Agreement") is made effective as of between Client Name: and Consultant Name: .

WHEREAS

WHEREAS, Client is proposing the Project identified as Project Name: , which requires evaluation of commercial, technical and financial feasibility;

WHEREAS, Consultant represents that it possesses the professional qualifications and expertise to perform the analyses and prepare a written Feasibility Report in accordance with the scope and standards set forth herein;

WHEREAS, the parties wish to set forth the terms and conditions under which Consultant will prepare, deliver and certify the Feasibility Report and related deliverables to Client.

SCOPE OF WORK

Scope of Work (summary) Primary Deliverables Milestones and Schedule

Estimated Completion Date:

METHODOLOGY

Methodology to be Employed

ANALYSES TO BE CONDUCTED

The Feasibility Report will, at a minimum, include the following analyses: market analysis, technical viability, operational requirements, environmental considerations, capital and operating cost estimates, revenue and sensitivity analysis, and a financial viability model. Additional required items:

Assumptions and Limitations

PAYMENT TERMS

Client shall pay Consultant for the services described herein in accordance with the following terms.

Total Fee Payment Schedule Invoicing and Payment Terms Late Payment Charge

TERM AND TERMINATION

This Agreement shall commence on Start Date: and shall expire on End Date: unless earlier terminated in accordance with this section.

Notice Period for Termination Termination for Cause/Convenience

CONFIDENTIALITY

Consultant acknowledges that in the course of performing services it may receive Confidential Information of Client. Consultant shall hold such information in strict confidence and shall not disclose or use it except as necessary to perform the services under this Agreement. Confidential Information does not include information which: (a) is or becomes publicly available through no fault of Consultant; (b) was lawfully known to Consultant prior to disclosure; or (c) is rightfully received from a third party without restriction.

Confidentiality Period

GOVERNING LAW

This Agreement shall be governed by and construed in accordance with the laws of the jurisdiction of , without regard to conflicts of law principles.

ENTIRE AGREEMENT

This Agreement, including any attached Schedules or Exhibits and the Feasibility Report upon delivery, constitutes the entire agreement between the parties with respect to its subject matter and supersedes all prior and contemporaneous agreements and understandings, whether written or oral. Any amendment or modification to this Agreement must be in writing and signed by both parties.

ASSUMPTIONS, LIMITATIONS, FINDINGS AND RECOMMENDATIONS

Primary Assumptions Key Limitations Preliminary Findings Recommendations

ATTACHMENTS / APPENDICES

Included supplementary analyses (check all that apply):

Market Analysis Technical Study Financial Model Site Visit Report Other

If Other, describe

CERTIFICATION

By signing below, the parties certify that the information provided in this Feasibility Report and Engagement Agreement is true and accurate to the best of their knowledge, that Consultant will perform services in a professional manner consistent with industry standards, and that Client will provide timely access to information and personnel reasonably necessary for completion of the work.

Client:

By:

Date:

Consultant:

By:

Date:

What the Feasibility Report Template Is and When to Use It

A Feasibility Report Template is a structured document used to assess the viability of a proposed project or investment. It summarizes objectives, scope, technical requirements, cost estimates, schedule projections, risk analysis, and recommended next steps. Organizations use this template to compare alternatives, inform stakeholders, and support go/no-go decisions. A well-prepared report clarifies assumptions, identifies critical success factors, and provides the factual basis needed for budgeting, permitting, and funding discussions across public and private sectors.

Why a Standardized Feasibility Report Adds Value

Using a consistent template reduces ambiguity, speeds review, and ensures essential analyses are included. It helps decision makers compare options on a like-for-like basis and documents assumptions for later audit or revision.

Who Prepares and Reviews Feasibility Reports

Typical contributors and reviewers span project teams, financial analysts, subject-matter experts, and organizational approvers.

Project managers and planners: compile scope, schedule, and resource estimates for internal review.
Financial analysts and accountants: validate cost models, conduct sensitivity testing, and assess funding options.
Technical leads and engineers: evaluate technical feasibility, required permits, and implementation risks.

Final reviewers usually include senior management, investors, or public-sector officials who authorize proceeding to design, procurement, or funding stages.

Core Sections to Include in a Professional Feasibility Report

A complete template organizes the study into consistent sections so reviewers can find critical information quickly and compare alternatives objectively.

Executive Summary

One-page synopsis of purpose, recommended option, key findings, high-level cost and timeline to enable fast executive decision making.

Scope & Objectives

Clear description of project boundaries, goals, assumptions, exclusions, and success criteria used throughout the analysis to avoid scope creep.

Technical Assessment

Evaluation of technical options, required infrastructure, permit needs, major dependencies, and feasibility constraints affecting implementation.

Financial Analysis

Detailed capital and operating cost estimates, revenue assumptions, funding sources, payback or NPV calculations, and sensitivity scenarios.

Risk & Compliance

Identification of major risks, mitigation measures, regulatory obligations, and any environmental, safety, or statutory constraints.

Recommendation

Actionable next steps, preferred alternative, estimated timeline, required approvals, and a short list of conditions for go/no-go.

Step-by-Step: Completing the Feasibility Report

Follow this sequence to gather inputs, produce the analysis, and deliver the final report for decision.

01

Gather Inputs: Collect scope, technical data, and cost quotes from stakeholders.
02

Run Analyses: Complete financial models and risk assessments, including sensitivity checks.
03

Draft Report: Write sections, create charts, and document assumptions clearly.
04

Review & Approve: Circulate to approvers, record feedback, and obtain final sign-offs.

Configuring an Electronic Workflow for the Template

Set up a repeatable online workflow to assign roles, route approvals, and capture signatures reliably.

Field	Configuration
Role assignment	Map reviewer, approver, and preparer roles with email addresses
Conditional review	Enable conditional routing based on decision choices
Required attachments	Specify supporting documents that must be uploaded before submission
Audit capture	Turn on timestamp, IP, and action logging for each step

Typical Submission and Approval Flow

A simple digital flow shortens review cycles and preserves an auditable trail of decisions.

Prepare: Author completes template and attachments
Route: System sends review requests to stakeholders
Sign: Approvers apply electronic signatures
Archive: Final PDF and audit trail stored securely

Technical Considerations for Digital Completion

Pick a platform that supports common file formats, secure storage, and integration with existing systems.

File formats: PDF, DOCX, XLSX supported
Integrations: CRM, ERP, cloud storage connectors
Authentication: Email, SMS, or advanced MFA

Ensure the platform you choose supports audit trails, retention settings, and any required compliance addenda for your industry.

Typical Timelines and Review Deadlines

Define target dates to keep the feasibility process on schedule and coordinate stakeholder availability.

Initial assessment:

Complete within 2–4 weeks of project kickoff

Stakeholder review:

Allow 7–14 days for technical and financial reviewers

Final recommendation:

Target board or funding decision within 4–8 weeks

External approvals:

Permitting or regulatory reviews vary by jurisdiction

Contracting start:

Begin procurement after formal go/no-go approval

Key Milestones from Study to Approval

Sequence the following milestones to show progress from conceptual review to formal approval.

01

Project Kickoff

Define scope, timeline, and responsible parties

02

Data Collection

Gather technical specs, quotes, and site information

03

Analysis Complete

Deliver financial model, risk matrix, and alternatives

04

Decision Point

Executive or board issues final go/no-go

Common Mistakes to Avoid When Preparing the Report

Using inconsistent cost bases across alternatives can invalidate direct comparisons and lead to poor decisions.
Failing to document assumptions and data sources makes the report difficult to audit or update later.
Skipping sensitivity or scenario analysis understates risk and can result in scope or budget overruns.
Delaying stakeholder review until the final draft increases rework and lengthens the approval timeline.

Security and Compliance Features to Note

In-transit encryption: TLS 1.2/1.3

At-rest encryption: AES-256

Audit trail: Timestamp and IP logging

Regulatory compliance: ESIGN and UETA adherence

Healthcare-ready: HIPAA BAA available

Certifications: SOC 2 Type II, ISO 27001

Consequences of an Inaccurate or Incomplete Report

Project delay: Missed approvals increase schedule risk

Cost overruns: Underestimated budgets lead to funding shortfalls

Contractual liability: Incorrect data can trigger claims

Regulatory fines: Noncompliance with statutory rules may cause penalties

Funding loss: Investors may withdraw support

Tax exposure: Erroneous tax reporting risks IRC penalties

How a Feasibility Report Differs from Related Documents

Compare common project documents so readers know when to prepare each type and what to expect from their content.

Document Type	Primary Purpose	Typical Deliverable
Feasibility Report	assess viability	recommendation and cost estimate
Business Case	justify investment	roi and funding request
Preliminary Design	design options	schematic drawings
Environmental Study	regulatory compliance	permitting inputs

Typical eSignature Vendor Pricing for Document Workflows

Comparison of starting prices and a few plan features for common eSignature providers; contact vendors for full pricing and plan details.

	signNow	DocuSign	Adobe Sign	PandaDoc	HelloSign
Starting Price	$8/user/mo	$15/user/mo	$14/user/mo	$19/user/mo	$15/user/mo
Free Trial	7-day free trial	Varies by region	Varies by region	Varies by plan	Varies by plan
Bulk Send	Yes	Yes	Yes	Yes	Varies
Audit Trail	Yes	Yes	Yes	Yes	Yes
Envelope Cap	No cap	100 envelopes/user/year	Varies by plan	Varies by plan	Varies by plan

FAQs: Common Questions About the Feasibility Report Template

Answers to practical questions about completing, signing, and storing the template to avoid common pitfalls.

Need help? Contact support

Can this report be signed electronically?
Yes. Electronic signatures are legally valid under the ESIGN Act (15 U.S.C. §7001) and UETA in most states when intent, consent, attribution, and record retention are satisfied.
Who should provide the final signature?
The authorized signatory is the individual or official with contracting authority for the preparing organization; record their title and signatory authority in the report.
When is notarization required?
Notarization is only required for specific attachments such as affidavits, property deeds, or sworn statements; check jurisdictional rules or permitting guidance.
How do I correct errors after signing?
If incorrect, prepare an amendment or corrected exhibit and have required parties sign the amendment; document the change in the audit trail.
What supporting documents should be attached?
Attach cost spreadsheets, vendor quotes, technical memos, permits, environmental reports, and any data sources used in the analysis.
How long should I retain the signed report?
Follow retention guidance above; retain financial and compliance-related records per IRC §6501(a) and industry rules such as 45 CFR §164.530(j) for healthcare.

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