Initial Project Assessment printable pdf download

Initial Project Assessment

Initial Project Assessment for (insert name)

Commercial in Confidence - has an NDA been signed? Y/N Attached Y/N)

Northland Inc Staff Responsible: (insert name)

Project Assessment:

What is it:

Where is it:

When will it begin (and end):

Who are the parties involved (background, experience):

What is the total investment required from I&GR: (Ratio of public to private sector funding)

Financial Overview: (Total Revenue, Operating Costs, EBITDA, Depreciation, Interest , Net

Profit, NPV (over a 25 year period), Cash Flow Positive (Years))

Overview of sector (Local, regional and national information on sector that project falls within

and its contribution / influence / point of difference)

What are the projects outcomes and how are they consistent with the Investment & Growth

Reserve Criteria? (High Level (infometrics), GDP, Jobs, Household Income)

Has the project considered other funding sources? (Callaghan / Angel

Investors/banking/private – and ratio)

10.

Has a risk analysis been undertaken and are there other approvals required? (Resource

consent requirements? Licensing/patents/ other financiers?)

11.

What are the exit options available?

12.

Estimate of project evaluation costs and timeframes (including both internal and external

costs)

Note if over $10k external costs then costs should be quoted.

Recommendation:

Recommend project file be established and detailed assessment commence; or

Recommend project be declined

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Initial Project Assessment