General Framework for the Presentation of Proposed Project
I. THE APPLICANT
A. General Information
a. Legal name of the applicant
b. Contact Person, designation
c. Address, Tel/Fax and Email address
B. Background Information
a. Economic indicators of the country
b. The project partner's business in relation to
the geographical environment. Describe the
region/province/municipality where the project will
be implemented. Describe the problems/needs to
be addressed by the project
c. Indicate the organizational form and status of the
applicant. Indicate date of organization, date of
legal registration with SEC, CDA, etc.
d. Present statistical information reflecting the growth
/development of the organization since its
establishment. This may include statistics on
membership, share capital, assets, number of
clients, number of areas covered by the project,
loan portfolio, etc.
e. Mission and general objectives of the applicant's
organization
f. Products/services offered by the applicant
g. Market position of the applicant
h. Target groups/clients of the applicant's business
i. Existing partnerships, public recognition and
notable achievements of the organization
C. Performance to date/track record
a. The applicant's capacity. It will give an indication
of the needs of the applicant in terms of financing.
b. Current and future activities
c. Debt position, list of significant loans (with basic
loan terms)
d. List of SWOT in your latest strategic planning
session
D. Ownership and governance
a. Status of membership/shareholding
b. The Board and the organization and their
governance roles.
c. Loans to Board, Management and staff of the
organization
E. Management Structure and Experience
a. Description of the management structure and
experience
II. THE PROJECT
A. Project Description
a. Purpose of the project. Present the specific
quantitative and qualitative results to be obtained.
Indicate annual targets, if applicable, including
but not limited to number of jobs to be generated,
additional incomes, etc.
b. Beneficiaries. Describe the beneficiaries, number
of men, women and their socio-economic profile.
c. Program of activities for which the funding is
intended. Describe in detail the project
components/main activities to be undertaken.
d. The effect on the environment. Describe in detail
the technology and methodology to be utilized.
Present measures taken to avoid damage to the
environment.
e. Present the production process and timetable.
f. Present the competition and your marketing
strategies to deal with this.
B. Financial Details
Funding requirements and sources of funding
- total project cost
- own contribution
- other sources (indicate if loan, grant or investment)
- loan amount applied for
- terms of repayment
C. Securities to be offered. Provide a description and
valuation of the collateral to be offered as security for the
loan. Submit a photocopy of the title to the property/ies.