Name Definition Link

Industry Agnostic Nano Risk Risk management learning helps you understand your role in sales, contract, and DE Risk-Management
Management Learnings delivery. Some courses include - Introduction: Risk Management at Deloitte Learning Homepage
Consulting, Contracting Overview and Leading Practice, Developing SOWs and
Engagement Letters, etc.
CMR Contract Management Repository (CMR) was the previous central repository for all Contract Management
US Deloitte Consulting commercial contractual documents. All contracts will be Repository Web Page
managed in Archive It.
Mercury Mercury is a platform that helps practitioners manage opportunities and contacts, Mercury Homepage
track pipeline and sales data, and identify insightful trends across our integrated
firms. Login to Mercury
(This site works best on
Chrome)
Archive IT Archive It is the records management platform where all executed contracts must ArchiveIt Homepage
be stored under the firm’s records retention policy.
ArchiveIt App
Conflict Check A conflict check must be done prior to accepting a new engagement, entering into Conflict Check
a business relationship, or when there are any changes to existing engagements or Homepage
business relationship.
Submit a Conflict Check
Deloitte Consulting Contract Contract Maker is a tool to help practitioners select from approved Deloitte Deloitte Consulting
Maker contracting templates. Contract Maker
Homepage
Note: Available to Deloitte Consulting resources only
Create a Contract
Client Acceptance The Deloitte Policies Manual (DPM) outlines requirements which all new clients Deloitte Policy Manual
need to meet to be approved. – New Client
Acceptance
Confidential Information Program All information not generally known to the public that you have access to, receive, Consulting Confidential
or develop in connection with your work for Deloitte, whether for your clients or Information Program
internal Deloitte purposes, is considered Confidential Information (CI). Projects
must follow the CI Program.
Independence/Scope of Services Maintaining both the independence of the Deloitte entities and your personal Independence

Deloitte Entity Search and
Compliance (DESC)
Client & Engagement Search
TERMinator
Consulting Pursuit Center of
Excellence
Proposal Non-Disclosure
Agreements (NDAs)
WBS setup with Engagement
Financial Advisor (EFA)
Project Launch Services
Contingent Workforce Services
(CWS)
Third Party Risk Management
(TPRM)
independence is essential to the business and the reputation of Deloitte. This page Consultation
provides resources on the types and scope of services Deloitte Consulting can Homepage
provide to restricted entities.
Independence
Consultation App
The Deloitte Entity Search and Compliance (DESC) system confirms that the DESC
company is not a restricted entity and checks known parent company/investors to
maintain compliance with independence requirements.
Client & Engagement Search is a tool to access client specifics (e.g. address, Client & Engagement
business activity) and internal lead client service leaders and audit/attest Search
designations.
TERMinator is a tool embedded in Word and PowerPoint that identifies and offers TERMinator Homepage
alternatives for potentially problematic words and phrases in documents.
Download TERMinator
Plug-in
Consulting Pursuit Center of Excellence (CoE) is a landing page for Deloitte facts Consulting Pursuit
and figures, recommended answers to standard RFP questions, and client name & Center of Excellence
logo permissions (check this log prior to using any existing client names or logos in
any document).
Teams must submit any client provided NDAs in the context of a proposal for Proposal NDA Review
Office of General Council (OGC) review. Request Form
Once the business is won, teams should work with EFAs to establish WBS for Engagement Financial
invoicing/allocating resources. Advisor Toolkit
Project Launch Services bring deep expertise and proven, pragmatic approaches Project Launch Services
aligned with Deloitte’s delivery standards. Assistance includes pursuit support,
estimation services, project management, and project delivery services for
traditional and agile engagements
Contingent Workforce Services (CWS) supports the procurement of third-party CWS Overview
contractors for Commercial Consulting and GPS.
CWS Fieldglass Link
The Third Party Risk Management (TPRM) Gateway facilitates Deloitte's third party TPRM Homepage
risk assessment process. Each third party relationship must be entered in the
TPRM Gateway for the appropriate risk due diligence reviews and approvals prior TPRM Gateway

Supplier Contracting Toolkit
Ecosystems & Alliances (E&A)
Risk Managers Contacts
Find your Risk Manager
External Communications link
National Risk
Master Asset Inventory (MAI)
Certified to Sell Intake Process
Certified to Use
US Innovation and Platforms
to executing any agreements with a third party.
The Supplier Contracting Toolkit page contains information resources for Deloitte Supplier Contracting
US personnel on how to develop a contract with a supplier or third party. Tookit Homepage
Supplier Contracting
Interactive Toolkit
Ecosystems & Alliances (E&A) strategically collaborates across Functions, Offering Ecosystems & Alliances
Portfolios, Industries, and Accounts to commercialize our alliance relationships. KX Homepage
The site provides tools and guidance on establishing an alliance.
Consult the list of risk managers to identify the appropriate individual to provide Risk Manager Contacts
assistance for your opportunity.
List of Delivery Excellence Risk Managers by assigned client accounts. Risk Manager Client
Assignments List
Deloitte policy requires that all external communications be risk reviewed before Consulting External
publication, presentation, or distribution. Each Deloitte legal entity has a separate Communications
review process; this page provides support for Consulting-related external Homepage
communication reviews.
National Quality Risk Management (QRM) team helps practitioners meet the National Risk
responsibility of Protecting, Preserving and Enhancing the firm’s reputation. The Management
team provides assistance by identifying and managing risk related matters and
through the performance of risk consultations and external communication
reviews.
Master Asset Inventory (MAI) is a searchable site of Consulting assets and their Consulting Master
related market readiness status. Asset Inventory
Consulting's Investment Intake Portal is a one-stop-shop to request asset Consulting Investment
investments, Innovation & Platform services and cloud hosting environments. Intake Homepage
Consulting Investment
Intake Request Form
Certified to Use (CtU) provides a tailored approach to meet your project needs and Certified to Use
supports you in developing, licensing, or maintaining technology solutions.
The US Innovation and Platforms team provides support for assets in our networks US Innovation and
and at our clients. Work with designated Offering Portfolio and Industry Asset Platforms
Leaders from inspiration to implementation and scale of assets.
GPS Delivery Excellence Link The link to the GPS Delivery Excellence site. GPS Delivery Excellence
Homepage
eSignature by DocuSign eSignature by DocuSign can be leveraged to execute contracts. This is especially eSignature by DocuSign
helpful in a virtual work environment. Homepage

eSignature by DocuSign
App
Collaboration Tools (Microsoft Review Rules of the Road to confirm that Teams and/or OneDrive can be used for a Microsoft Teams Rules
Teams and One Drive) particular client engagement. of the Road

One Drive Rules of the

Road