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Also, for Diligence and Reasonable Basis, let's say you use research from a fellow Economist WITHIN your company.

a. If you take a direct quote/piece of writing from him:

-Cite Economists name.
-Give any related risks/caveats related to the quote.
-Document/maintain a copy of the Economists report.

b. If you use his forecasts/strategy in your report. No quotes/direct pieces.

-Cite Economists name (Or is general strategy/forecasts of Economists considered Company property, and thus does not need to be cited?)
-Ensure the Economist's work has a diligent and reasonable basis before using it (I dont think this is necessary - if you must verify and document the research is valid --- what is the point of having an Economist?)
-Ensure you have a diligent and reasonable basis for including the Economist's research and your assessment of its impact on your industry (This makes more sense to me)
-Give any related risks/caveats related to the quote.
-Document/maintain a copy of the Economists report.

Any thots?

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