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