IIIS Project Assessment Guidelines
Some things to consider when putting together a project profile to take to an investor.
Name and legal status
Proponent(s)
Description
- What is the project?
- Why is it needed?
- Project strengths
- Industry description
- Description of key contracts and agreements
- Ownership - include structure diagram
- Who are the customers
Capital and operating costs
- Plant & Equipment
- Design
- Construction
- Licence Approvals
- Wages & Salaries
- Interest
- Insurance
- Royalties
Proposed Capital Structure
- Debt (source, term, repayment, profile assured, interest rate)
- Equity (source, assumed return)
- Grants ( specific)
- Leases
Projected life of asset and recovery value
Location issues (eg earthquake, flood, Native Title)
Timeframes for approvals/funding/completion
- What stage is project at ?
- Have approvals been obtained ?
- Degree of Government commitment.
- Commencement of construction/date of asset purchase
Nature and level of stakeholder support
- Sponsors interests/objectives
- Sponsors experience/expertise
- Financial summary of each sponsor, including corporate structure and illustrating any Parent/holding or subsidiary companies.
- Eligibility for government assistance or tax concessions
- Expected revenue stream (on a yearly basis) and sources of revenue
- Details of any similar projects seeking investor support
- Commissioning, sale of first output/service
Risk factors
