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  The following links can be used to locate E+Co's guidelines. Additionally, E+Co’s Services, Guidelines and Proposal Format are available in one downloadable pdf file, click here.

INVESTMENT GUIDELINES   |   PROPOSAL GUIDELINES   |   PROPOSAL FORMAT


PROPOSAL FORMAT
 The Proposal should include the following information:

Basic Information

  • Name of business

  • Business Activity

  • Physical and Postal address

  • Telephone, fax and email addresses

  • Names and background information of key project staff/owners/shareholders
    •  Background Information
  • Outline the history and purpose of the business

  • Give a detailed description of the location of the business (customers and geographically)

  • Give an outline of the proposed project/business

  • Describe why E+Co's assistance is required

  • Identify the competitive advantage of the proposal (why the business will be financially viable)
    •  Management
  • Outline who will be involved in the management of the business

  • Outline the level of skill and past experience of the management team by providing short C.V.'s on the key players
    •  Marketing
    (very important section, ensure all information is factual and verified)
  • Who are the customers? What are their present buying trends and where are they situated?

  • How many potential customers are there and what are the future prospects?

  • Who is the competition? What are their strengths and weaknesses?

  • Describe your marketing plan by including information on:
    • The actual product and why customers will buy it

    • The cost of the product and anticipated selling price

    • How the product will be promoted to the public

    • How the product will get to the consumer and the costs relating to this

    • Describe proposed after sales service and how it compares with that of your competitors
  • Projected sales budget should be given which presents:
    • Projected number of units to be sold

    • Reflect projected sales prices and turnover

    • Projected monthly sales budgets for the first year of operations, quarterly for the second year and annually for the next two years
         If the proposed work includes verifying market data, outline how a market assessment will be done, including budget and schedule. In addition, provide as much information as available on the current market.

     Technology
  • Briefly describe the technology to be used and its viability
    •  Financial and Administrative Plan
    (This should show that projected sales will cover all projected expenses)
  • Outline expenses in relation to projected income

  • Give details of financial requirements for start up or expansion

  • Outline what assistance is needed from E+Co

  • Give a detailed breakdown of how the assistance will be applied
    •  Risks and Contingency Plans
  • Outline all possible risks and contingency plans
    •  Supporting documentation
  • Attach any documents that will verify the information in the business plan. For example:
    •
    • Managements C.V.'s

    • Any previous feasibility studies that were done

    • Any other documentation that may be of value to E+Co to understand and appreciate the proposal
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