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Preliminary Investment Proposal Checklist

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Preliminary Investment Proposal - Information Checklist1. Brief description of project.

2. Sponsorship, management & technical assistance: * History and business of sponsors, including financial information. * * Proposed management arrangements and names and curricula vitae of managers. * * Description of technical arrangements and other external assistance (management, production, marketing, finance, etc.). 3. Market & sales: * Projected production volumes, unit prices, sales objectives, and market share of proposed venture. * Potential users of products and distribution channels to be used. * Present sources of supply for products. * Future competition and possibility that market may be satisfied by substitute products. * Tariff protection or import restrictions affecting products. * Critical factors that determine market potential. 4. Technical feasibility, manpower, raw material resources & environment: * Comments on special technical complexities and need for know-how and special skills. * Possible suppliers of equipment. * Availability of manpower and of infrastructure facilities (transport and communications, power, water, etc.). * Breakdown of projected operating costs by major categories of expenditures. * Source, cost, and quality of raw material supply and relations with support industries. * Import restrictions on required raw materials. * Proposed plant location in relation to suppliers, markets, infrastructure, and manpower. * Proposed plant size in comparison with other known plants. * Potential environmental issues and how these issues are addressed. 5. Investment requirements, project financing & returns: * Proposed financial structure of venture, indicating expected sources and terms of equity and debt financing. * Type of Financing (loan, equity, quasi-equity, a

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