Gate 3 · Development Commitment

Development Investment Memorandum

Authorizes major design, financing, construction and development capital. Five weighted pillars scored 1–5. No investment proceeds with a Downside Protection score below 3.00, regardless of aggregate score.


The central IC question is not whether the base case works. The Committee must determine whether the investment thesis is supported by evidence, whether the delivery team can execute the plan, and how much adverse variance the investment can absorb before LP capital is impaired.

Weighted IC Score  ·  approval threshold 3.50 / 5.0
Criteria scored
0 / 33
IC exceptions (score 1)
0
Mandatory tests failed
0

Mandatory tests

IC decision dashboard

Base and downside cases against IC hurdles. Complete before pillar scoring — these figures inform the Capital & Returns and Downside Protection scores.

MetricBase caseDownsideIC hurdle

Pillar assessment

Sensitivity and stress test matrix

Ten prescribed stress cases. The final column is the one that matters: at what point is LP principal impaired?

Stress case Project IRR LP net IRR LP EM Add'l equity LP principal impaired?

Break-even and capital impairment analysis

MetricBase caseBreak-even / thresholdIC commentary

Risk register

Risk Probability Impact Mitigation Owner Trigger / KRI

Conditions precedent to development commitment

Every condition requires a named accountable executive and a deadline. Identify each condition or variance requiring return to IC.

Conflicts, fees and related-party arrangements

IC resolution

Collegium Development Company Ltd. · Okotoks, Alberta · Strictly confidential — authorized GP and LP use only.