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Example of the contents of a project plan

There is no standard application form for Finnfund financing. The basis of our appraisal is our client's project plan. We are very flexible in its format; the following check list is indicative of the details we will examine as part of our appraisal. We encourage prospective clients to contact us early, preferably prior to developing complete project plans.

GENERAL INFORMATION

Project sponsors and partners

Financial information (annual reports from the past 3 years)

  • Contact information
  • Corporate strategy and the project's role in it
  • Sponsors' and partners' experience and references in the sector, industry and international markets
  • Roles and responsibilities of the partners

 

PROJECT INFORMATION

Executive Summary / Project Overview

Markets

  • Market analysis
  • Competitor analysis (local/ international, comparative and competitive advantages of the project)
  • Marketing strategy, including sales plans for local / export markets

 

Technology arrangements, infrastructure

  • Partners' technology inputs
  • Technology transfer
  • Production process
  • Project location, available infrastructure, logistics

 

Raw material and component sourcing

  • Intended sources of raw materials and other supplies
  • Alternative sources

 

Environment

  • Environmental impact
  • Environmental risks of the project
  • Applicable environmental regulations, permits required
  • Environmental monitoring and strategy

 

Organisation, management, training

  • Proposed organisational and management structure
  • Personnel
  • Training

 

Project implementation-

  • Schedule for project implementation
  • Partners' responsibilities in implementation

 

Investment plan

  • Estimated costs (i.e. land, buildings, machinery and equipment, transport and insurance, installation, training, working capital needs)
  • Financial projections (estimated cash flows, income statements, balance sheets for at least 5 years)
  • Estimated profitability and key financial ratios

 

Financing plan

  • Financing plan, sources of financing (local / international institutions, long / short term funds)
  • Use of funds (equity/debt, long / short term)
  • Proposal for Finnfund's participation (equity and/or loan)

 

Risk analysis

  • Critical factors affecting the project (with regard to i.e. technology and production, markets and sales, personnel etc.)
  • Strengths and weaknesses of the investment

 

Legal and contractual arrangements

  • Necessary project agreements (such as supply of know-how, equipment and materials; concession agreements if needed, etc.)
  • List of permits, licences, registrations required
  • Legislation affecting corporate structure, financing arrangements, etc.

 

Supporting documentation where available (such as (pre-) feasibility studies, market surveys, lists of equipment, or information on comparable projects)