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RAK TRANSPORT PROPOSAL

2016

SUBMITTED BY:

Date

TABLE OF CONTENTS

Pa
ge
Transmittal Letter
1.

INTRODUCTION

2.

PROJECT AIM

1
2

A. GENERAL
B. PERSONNEL
3.

PROJECT METHODOLOGY

4.

PROJECT SCHEDULE

5.

PROFESSIONAL FEES AND EXPENSES

6.

REFERENCES

7.

RESUMES

10
11

12
13

APPENDIX 1 BUSINESS PLAN AND SPREADSHEET FORMATS

1. INTRODUCTION
TARISHhasrequestedaproposaltoperformaproject/market
assessmentandfeasibilityfortheRAKCitytoprovidewithFood
Parcels
The organization has identified a potentially viable (peace
project) and requires assistance in the project/market
identification and assessment, possible venture partner
selection, infrastructure, operational requirements, and
management of the new project. ________________ may have the
opportunity to undertake a major (peace project) to meet
identified needs however such direction has not been
rationalized.
In order to establish a business plan to take advantage of
potential opportunities/meet identified needs, ____________
wishestohave:
(1)arigorousanalysisofthemarketfor(peaceproject)
andrelatedservices.
(2) identification, and assistance with the selection of,
jointventurepartners(ifapplicable).
(3)acomprehensivereviewforeachservicelineandopinions
on market assessment and promotional activities and
productpricing,plusanassessmentoftheiroperating
processesandtechniques.
(4)abusinessplandevelopedtorecommendandactivatethe
changesnecessarytointroducethenewoperationsandto
achievepotentialprofitability.
Any investment decision regarding the future development of
(peaceproject)willrequireavalueaddedapproach. Thismust
be based on excellent operational intelligence. Operational
plansandinvestmentlevelswillbedependantonawelldefined
market/projectprofile.
We appreciate _____________'s interest in regards to the
developmentofaviable(peaceproject),itscontributiontowards
thelocalcommunity,thecurrentinvestmentin__________andthe
desiretoattractfinancingforthepossibleexpansionofthis
job people building enterprise. Our proposal outlines our
comprehensiveapproachtotheanalysisof____________'scurrent
project/market opportunities and mapping out a successful
businessplan.

IIPROJECTTEAM
A.GENERAL
1.NameandaddressofHeadOffice:

2.Mailingaddress:

3.TeamMembersandLocation:
Technicalexpert
Financialexpert
Constructionexpert
Other

B.KEYPERSONNELSUMMARY
1.

Detailed resumes of all proponents/staff are enclosed in


SectionVII.

IIIPROJECTMETHODOLOGY
PURPOSE
The purpose of the project is to evaluate the project/market
opportunitiesofthe(peaceproject),todevelopawelldefined
market profile in the (location) on which to base operational
decisions, to assist the key stakeholders (including joint
venture participant and potential financiers) in assessing
whethertheyshouldprovidefinancingtotheorganization.
Keytothisprojectwillbetherationalizationoflocal/public
involvementinamajorpeaceprogram,andtheexpectedbenefits
compared to costs. In preparing this proposal our team has
considered the current environment in (location), (peace
programs/ services) to existing markets, and the current
political(other)climate.
Ifthroughthemarketassessmenttheopportunityisproventobe
viable,theorganizationanditskeystakeholdersrequirealong
termbusinessplanfortheoperationthatcanbeusedtoattract
investmentcapitaland/orfinancing.
OURAPPROACH
Phase1MarketAssessment
1.1Projectstartup
Assoonaswereceiveyourauthorizationtoproceed,wewillset
up a meeting between ourselves and your designated
representatives.Thepurposeofthismeetingwillbeto:

Confirmtheworkprogram
Finalizethe(consulting)contract
Agree on meetings, reporting requirements and project
billings
Obtain any background information, existing resource
material and list of key people to be contacted and/or
interviewed.

1.2Initialorientationandplanning
Theobjectivesofthisworkelementare:

Toallowustoreviewreadilyavailablematerialandplan
thescopeanddepthofourresearch,interviewsandfield
work to produce the results expected within the available
timeandbudget.

To have an orientation meeting with your designated


representative to reach agreement on the direction of the
project.

Amongthemattersconsideredwillbe:

thescopeoftheengagementtoensureacommonunderstanding
ofwhatistobeincludedin,andpossiblyexcludedfrom,
theproject;

staffingplans;

theproposedplanandtimingforconductingtheprojectand
coordinationwithyou;

linesofcommunicationforpurposesofdirectenquiriesand
reportingduringtheengagement;

any possible special instructions with respect to the


engagement;

significantrecentdevelopments;

overviewofcurrentstatus;

issuesencounteredtodate.
AnoverviewoftheworkprogramisshowninExhibit1.
1.3Project/MarketResearchandAssessment
a) Project/Market assessment The definition of key
users/marketswillbecriticaltomakingadeterminationofthe
feasibility of the different potential opportunities of the
(peaceproject).Elementsofthisphaseshouldatleastinclude:

researchingandidentifyingmarketsforthespecified(peace
project)servicesinthe(location)overatenyearplanning
horizon.

analyzing user/consumer preferences and usage/purchasing


trendswithinthetargetregionsbyserviceanddetermining
totalusage/purchasesonanannualbasis.

segmenting usage/purchasing patterns to determine the


relative importance of major users/purchasers (eg.
governmentdepartmentsandagencies)withrespecttomarket
sharethatmaybecapturedbytheorganization,andoverall
financialviability.

where possible, providing a physical count of potential


usersoftheorganization'sproposedservices.

meet with government/regulatory agencies to review their


specificrequirements.

b)Service/ProductPlanningWewillreviewindustryinformation
(available from other suppliers/sources) and produce an
assessment of their reliability, track record, etc. and make
recommendations for the procurement of services, equipment and
suppliesfromthe(locale)and/orelsewhere.
c) Pricing Strategy We will review the proposed pricing
strategytoevaluatethecompletenessoftheprocess.Thiswill
includean
assessmentoftheassignmentofdirectcosts,indirectcosts,and
overhead and how and when these costs are assigned. We will
comparethisprocesstocompetitiveinformation,whereavailable.
d)MarketingStrategyRecognizingthatanygovernmentfunding/
contracts will anchor this opportunity, we will analyze the
organization'sproposedeffortstodevelopmarketsforthe(peace
program)andotherservicesinthe(location).Thiswillinclude
an assessment of possible product and service PROMOTIONS, and
ADVERTISINGcampaigns.Wewillprovideaplanofactionforthe
organizationtouseinincreasingitsvisibilityinitsmarket
areaandtoshowhowitsservicescanmeettheneedsoflocal
clients/customers and potential users outside the immediate
marketarea.
e) Competition Analysis As part of our discussions with the
management and key stakeholders of the organization, we will
determine who the competition is (if any), how long they have
been in operation and in which products and services. Using
informationthatwemaygather,wewillassessthecompetitor's
pricingpractices,andproductquality.Wewillalsoattemptto
determineifthereareanypotentialnewcomerswhowillbeorare
capable of entering into competition in additional
service/productareas.
Wewillworkwithmanagementtodevelopamarketingstrategyto
exploittheopportunitiesidentified.
1.4ConsiderationofJointVentureProposals
Wewillassistthecompanybyassessingpotentialjointventure
modelsincluding:

meet with potential partners to review their requirements


and interest in entering a joint venture or other
relationship
determining minimum returns and venture conditions
consideredessentialbytheorganizationandpartners
determine criteria for measuring suitability of joint
venturers

1.5Completionofinterimreport
Aninterimreportismadeattheendofthedataaccumulation,
and
market analysis stage. At this time an evaluation will be
undertaken.Thetermsofreferencemayberevisedasaresultof
the interim review with you or you may wish to terminate the
projectatthisstage.
Wewillpreparewhatwerefertoasaprefeasibilitystudyonthe
identified(peaceproject)opportunitytoenableustoratethe
opportunitybasedonitsabilitytohelptheproponentachieve
itsgoals.
Theprefeasibilitystudywillincludeidentificationofthe
followingovera10yearperiod:

approximatemarketsize

operatingissuespeculiartothe(location)

estimatedmarketpenetrationandresultantrevenues

estimated product or service operating and administration


costs

estimatednetincome(loss)

investmentrequirementsandsources

sensitivityanalysisofbreakeven,paybackand/orreturnon
investment

abilitytomeetotherorganizationaldecisioncriteria

keysuccessfactorsthatarecriticaltoensuringeconomic
viabilityoftheproject
Our consultants will be available for the presentation of our
findings.
EXHIBIT1OVERVIEWOFWORKPROGRAM
Phase1Project/MarketAssessment
1.1Projectstartup
1.2Initialorientationandplanning
1.3Project/Marketresearchandassessment
1.4ConsiderationofJointVentureProposals
1.5Completionofinterimreport
Phase2FinancialFeasibilityandBusinessPlan
2.1Infrastructurerequirements
2.2Operationalrequirements
2.3Financialfeasibilityandfinancingplan
2.4Businessplan
2.5Implementationstrategy

2.6Reporting
2.7Ongoingassistance

Phase2FinancialFeasibilityandBusinessPlan
At this time, we would expect the Organization to decide on
whethertoproceedtotheBusinessPlanstageandourfocusfor
theremainderoftheproject.
2.1InfrastructureRequirements
During the first phase of the project we will have obtained
generalspecificationofequipmentand"plant"sizerequiredfor
theoperations. Inordertodevelopthebusinessplan,wewill
visitselectedsuppliersandobtainfixedpricequotationsbased
on the equipment needs identified based on project/market
potential.Wewillalsoenquireastospecialrequirementsthat
mayexist.
2.2OperationalRequirements
Uponcompletionoftheprefeasibilitystudy,wewillbeableto
review the legal implications and alternatives open to the
Organizationincludingincorporationofaneworganization,the
resultant tax implications, legal requirements as a result of
financing,applicableregulations,insurancerequirements,etc.
In addition, we will identify operational requirements as
follows:

a recommended and specific operational structure for the


Organization to address control requirements over the new
business
adjustmentsthatmayberequiredtotheexistingstructure
of the Organization to assist in amalgamating the
operations,whereappropriate,totakeadvantageofexisting
systemsandhumanresources
a human resource and training plan including organization
chartandbriefpositiondescriptions

2.3FinancialFeasibilityandFinancingPlan
Thefeasibilitystudywillincludeadetailedstudycoveringten
yearsof:

marketsize,marketpenetrationandresultantrevenues

growthpotentialandoptimalsizeofoperation

productorserviceoperatingandadministrationcosts

projectionsofannualprofitandlossandbalancesheetfor
10years

corporatetaximplications(ifany)

investmentrequirementsandsources

sensitivity analysis of break even, payback and return on


investment

othereconomicandsocialbenefits

identificationofthedegreeofsuccessinmeetingoriginal
objectives.

2.4BusinessPlan
Throughtheuseofacomputerspreadsheet,wewilldocumentthe
10
yearfinancialplanfor,andwith,officialsoftheOrganization
asfollows:

projectedincomestatements
projectedbalancesheets
projectedtaxpositions
cashflowforecasts(monthlyforoneyear)
amortizationtablesfordebt
assumptions
ratioanalysis

ThebusinessplanfortheOrganizationwillbedoneinaformat
suitable for taking to a bank or other funding/financing
institution. An example of the business plan and spreadsheet
formatsareprovidedinAppendix1.
2.5ImplementationStrategy
To be successful, all of the above must be turned into an
effectiveactionplan.Wewillidentifythefollowing:

timetablewithtargetcompletiondates
assignmentofresponsibilitiesforaction
stepbystepactionsrequired
whocanassistincompletingsteps(eg.typicalgovernment
officials,etc.)
monitoringsystemtoensuresuccess

Theactionplanwillbepresentedinsuchawaythatfacilitates
the development and full scale operation of the chosen (peace
project) opportunity. We will also complete the necessary
applicationforfunding/financing.
2.6Reporting
Oncewehavecompletedtheabovetasks,wewilldiscussourdraft
report with you to ensure its completeness and accuracy. Any
revisions will be made as necessary. We will be available to
discuss the application for financing with the appropriate
lendingagencyandmakerevisionsshoulditbefurthernecessary.
2.7Ongoingassistance
Wewillbeavailableforconsultationandadviceonanongoing
basisthroughout,andaftercompletionof,theproject.

IVPROJECTSCHEDULE
Assuming we are given approval to proceed with the project by
____________,wewouldschedulecompletiondatesasfollows:
Target

Date
Phase1MarketAssessment____________

Phase2FinancialFeasibilityandBusinessPlan____________

Thisprojectisscheduledforcompletionby______________.

VPROFESSIONALFEESANDEXPENSES
A.TIME

B.EXPENSES

VI.REFERENCES
Thefollowingreferencesmaybecontactedwithrespecttosimilar
workwhichwehaveundertaken:

VII.RESUMES

APPENDIX1

BUSINESSPLANANDSPREADSHEETFORMATS

Fortemplates:
Lotus123http://www.peace.ca/businessplan.123
Excelhttp://www.peace.ca/businessplan.XLS