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to download the SACCO Fund application form in pdf ... - FSD Kenya

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1. DETAILS OF BIDDER<br />

Name of <strong>SACCO</strong><br />

Address of Head Office<br />

(physical and postal)<br />

Areas of operation Back office services Front office services<br />

List all locations `<br />

Products offered<br />

Nature of common bond<br />

2. KEY FIGURES (f<strong>in</strong>ancials for <strong>the</strong> last 3 years should be attached)<br />

Number of members<br />

Total assets<br />

Total loans <strong>to</strong> members<br />

Non-per<strong>form</strong><strong>in</strong>g loans<br />

Total shares<br />

Total sav<strong>in</strong>gs deposits<br />

Total borrow<strong>in</strong>g<br />

Total capital<br />

Gross <strong>in</strong>come<br />

Operat<strong>in</strong>g expenses<br />

Net profit/loss<br />

<strong>SACCO</strong> FUND<br />

Application <strong>form</strong><br />

FY 2004 FY 2005 FY 2006<br />

page 1 of 5


3. TECHNICAL SUPPORT REQUIREMENTS<br />

Period for support<br />

Account<strong>in</strong>g and control<br />

systems<br />

F<strong>in</strong>ancial management<br />

Policies and procedures<br />

Development of lend<strong>in</strong>g<br />

practices<br />

Improvements <strong>to</strong> governance<br />

Personnel adm<strong>in</strong>istration<br />

<strong>SACCO</strong> FUND<br />

page 2 of 5


Product development and<br />

expansion<br />

Strategic plann<strong>in</strong>g<br />

Tra<strong>in</strong><strong>in</strong>g<br />

Audit<strong>in</strong>g<br />

O<strong>the</strong>r<br />

<strong>SACCO</strong> FUND<br />

page 3 of 5


4. OUTLINE PROJECT BUDGET<br />

Area of requirement<br />

Total<br />

<strong>SACCO</strong> FUND<br />

Total estimated<br />

cost<br />

page 4 of 5<br />

<strong>SACCO</strong>’s own<br />

contribution<br />

(m<strong>in</strong> 25%)<br />

Requirement from<br />

<strong>SACCO</strong> <strong>Fund</strong><br />

(max (75%)


<strong>SACCO</strong> FUND<br />

5. SOURCES OF FINANCE AND PARTICIPATION IN OTHER PROJECTS<br />

Are you receiv<strong>in</strong>g f<strong>in</strong>ance or apply<strong>in</strong>g for f<strong>in</strong>ance from a bank or o<strong>the</strong>r source? YES / NO<br />

If ‘ yes’ <strong>the</strong>n please specify lend<strong>in</strong>g <strong>in</strong>stitution:<br />

Is this f<strong>in</strong>ance is <strong>to</strong> be arranged under <strong>the</strong> M<strong>in</strong>istry of F<strong>in</strong>ance/AFD Micro-f<strong>in</strong>ance<br />

Sec<strong>to</strong>r Support Credit? (please <strong>in</strong>dicate ‘no’ if you don’t know)<br />

List any o<strong>the</strong>r support<br />

projects or programmes <strong>in</strong><br />

which you are participat<strong>in</strong>g:<br />

6. CONTACTS<br />

Name<br />

Position<br />

Contact phone number<br />

E-mail address<br />

7. ATTACHMENTS<br />

Project direc<strong>to</strong>r Project manager<br />

F<strong>in</strong>ancial statements for three most recent years (required –tick <strong>to</strong> confirm)<br />

Current bus<strong>in</strong>ess plan/strategic plan (optional - where available – tick <strong>to</strong> confirm)<br />

8. WARRANTY<br />

I, <strong>the</strong> undersigned, duly authorised, hereby warrant that:<br />

page 5 of 5<br />

YES / NO<br />

(i) all <strong>in</strong><strong>form</strong>ation supplied <strong>in</strong> this <strong>application</strong> and support<strong>in</strong>g<br />

documents is accurate and complete at <strong>the</strong> date of<br />

signature;<br />

(ii) my <strong>SACCO</strong> is will<strong>in</strong>g and able <strong>to</strong> meet <strong>the</strong> terms of <strong>the</strong><br />

<strong>SACCO</strong> <strong>Fund</strong> as set out <strong>in</strong> <strong>the</strong> ‘Terms and Application<br />

guidance’ respect of this <strong>application</strong>;<br />

Name:<br />

Title:<br />

Signed:<br />

Date:

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