"Origin Partnership Business History - Download as DOC"
CO-FINANCING REQUEST FORM - GRANTS Investment project (start-up or major expanding of an enterprise) 1. PROFILE OF APPLICANT If the requester is not a company, please provide the requested information on the promoters. Company Country Postal Address Physical Address City Phone Language Fax E-mail Website Date of Company Registration Registration Number Sector of Activity CONTACT DETAILS Title First Name Surname Position Phone Cellular Fax E-mail BANK DETAILS Bank Name Contact person Address City Country Account n° SWIFT code 1 CO-FINANCING REQUEST FORM - GRANTS 2. SUMMARY DATA OF THE ENTERPRISE Please convert all monetary values into Euros (€) For Euro (€) exchange rates, see: www.europa.eu.int/comm/budget/infoeuro Situation/country Sector/sub-sector Main products/activities: volumes of production last year by product group Total investment value (total net fixed plus current assets) Annual sales value Export share (%) Number of employees Promoters/beneficiary (names, Country of origin, partnership relations, company or individuals) 3. SUMMARY OF ASSISTANCE REQUESTED Type of assistance (e.g. marketing assistance, technical training etc.) Main components of assistance and specific tasks Total budget estimate; BIO contribution requested 2 CO-FINANCING REQUEST FORM - GRANTS 4. CONCEPT AND PERSPECTIVES OF INVESTMENT PROJECT 4.1 Give a brief outline of your company’s general performance: - basic idea, origin of project; - concept of project, philosophy; - positioning on the market and in the local economy, comparative advantages; - strategy, innovation and specific potentials Explain comparative advantages: labour costs, management expertise, specific know-how, input of local materials, localisation aspects, resources, logistics, fiscal and regulatory aspects, which are the most relevant to your project: 4.2 Explain the basis used for market and sales estimates Demand on the local or export markets, competitors, market share, hypothesis on competition aspects of the project: comparison quality/price; details on competitors on the local market; mention sources of information and their reliability: 4.3 Explain the technical concept, the production process, and capacity Considered technology, equipment and functioning, production volumes, main intrants and accessibility, transformation level, etc.: 4.4 What will be the development impact of your project (innovation and demonstration effects, job and know-how creation, upstream and downstream impact on the local economy, penetration on new markets, improvement of quality and availability of the products on the local market, etc.); explain the most relevant aspects: 4.5 Explain environmental conditions or their impact on your project: 4.6 Stress for all above mentioned issues, according to your own analysis, the noteworthy elements in terms of: strengths/opportunities/reliability of data and estimates: Weaknesses/major risks/sensitive hypothesis 3 CO-FINANCING REQUEST FORM - GRANTS 5. PROMOTERS, INVESTORS AND MANAGEMENT 5.1 Brief presentation of the investing company (Provide corresponding information if the investors are individuals): Explain history, past performances, adequate capabilities for the project: Is there, or will there be partner companies involved in this project? If answer is yes, explain: 5.2 Describe your strategy in terms of set-up of the project and the implementation timetable (Current preparation status, next steps of operations: market research, confirmation of equipment options, site identification, complete feasibility study, financing negotiation, etc.) : 5.3 Explain the financial situation and resources for the investment project (Provisions, financial resources of the investors, collateral guarantees, considered sources for debt financing): 5.4 To what extent have you prepared and documented your investment project? (e.g. market research, business plan, search for expertise, partners, financing, etc. ; please enclose available documents, if relevant): 6. SPECIFIC REQUEST TO BIO 6.1 Have you already benefit from BIO support? If answer is yes, specify the type of support, and the obtained results: 6.2 Have you ever received or are you currently benefiting from (or have you submitted an application for) similar support from another financing facility? If answer is yes, explain: 4 CO-FINANCING REQUEST FORM - GRANTS 6.3 Specify your needs in terms of assistance and for which phase in your project planning; specify the expected results, the implementation plan and the budget: - Documents to be enclosed : (CV of promoters, CV of experts, balans sheets) - Budget estimate: Expert fees Other fees, expenses (e.g. equipment testing, software, etc.) Travel expenses Accommodation / per diem etc. 5