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BUSINESS STRATEGY
(Insert title of the joint action)
(insert names of the applicants)
Project is funded by:
1. SUMMARY
Provide short description of the joint business activity of the applicants concerning strengthening integrated economic development of the region “Drina - Tara”/“Drina - Sava” by improving production value chains initiatives, development of new products or strengthening touristic offer of the region
Description of the joint action
2. INFORMATION ON THE APPLICANTS
2.1. General information about applicants
Provide names of the applicants (natural/legal persons), ownership and organizational structure, date of establishment, location, phone/fax number, e-mail.
sector
Name of applicant
Legal/natural person
Organizational structure (NGO, food producer, etc…)
Date of establishment
Location: country/municipality
Phone/fax/e-mail address
Applicant 1
Applicant 2
Applicant 3
Explanation: Applicants from the following countries/municipalities are eligible:Drina-Tara:Serbia: Ljubovija, Bajina Bašta, Prijepolje, Priboj, Čajetina, UžiceMontenegro: Bijelo Polje, PljevljaBosnia and Herzegovina: Višegrad, Rudo, Goražde, Srebrenica, Bratunac, Milići Drina-Sava:Bosnia and Herzegovina: Bijeljina, Ugljevik, Lopare, Brcko, Donji ZabariCroatia: Ilok, Lovas, Tovarnik, Nijemci, Vrbanja, Drenovci, GunjaSerbia: Sremska Mitrovica, Sid, Bogatic, Loznica, Sabac
The following legal entities or natural person operating as agricultural and food producer, rural household, processing facility, local store, organization of farmers, Non Governmental Organization (NGO), Civil Society Organization (CSO), Tourism Organization, Chamber of Commerce, tourist facility and service provider, regional development agency, handy craft producer
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2.2. Characteristics of buildings and technological equipment of each applicantDescribe the available facilities and equipment in the function within the value chain for each applicant.
Applicant 1 Available/required equipment
Building/equipment including technical characteristics
Number of units
Year of construction/ production
Market value Available (+/-)
123
Applicant 2 Available/required equipment
Building/equipment including technical characteristics
Number of units
Year of construction/ production
Market value Available (+/-)
123
Applicant 3 Available/required equipment
Building/equipment including technical characteristics
Number of units
Year of construction/ production
Market value Available (+/-)
123 Note: In case of higher number of partners please add additional tables
2.3. Value chain and business activity of each applicant
Describe the value chain of the products/service to which the applicants belong. Present cooperation links between the beneficiaries within the value chain and indicate weak points in the value chain that could be improved.
Describe for each applicant separately his business activity in the economic sector he belongs to and the specific role in the value chain. Indicate professional experience of each applicant in the sector he represents, as well as professional background (if applicable)
Applican1:
3
Applicant 2:
Applicant 3:
Note: In case of higher number of partners please add additional rows
Explanation: The following economic sectors are eligible for support agriculture, food processing and marketing, artisan food production and traditional food processing, wine, drinks, handicraft production, gastronomy, tourism, trade, local transport of agriculture products, food and tourists.Example: a value chain can be defined as range of activities across economic sectors which are required to bring a product or service from conception, through the different phases of production (involving a combination of physical transformation and the input of various producer services), delivery to final customers, and final disposal after use. The chain brings actors into a business partnership who transact a particular product as it moves through the value chain. It includes following actors: producers, traders, processors, transporters, and service providers in tourism.
2.4. Partnership
Provide information about established partnership between the beneficiaries for the realization of the joint action; explain the duration of the partnership and type of cooperation for which it was established
Explanation: the partnership must present purpose of the cooperation in a value chain, including specific role of each partner. The partnership must concern cooperation between partners in a value chain with aim to improve production chains of agricultural and food products or to strengthen touristic offer of the region
3. INFORMATION ON THE PROJECT
3.1. Objectives of the joint action
Describe objective of the joint action of the applicants in line with the general/specific objectives defined in the guide for the beneficiaries.
General objective
Specific objective
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Explanation: The general objective of this grant scheme is to strengthen integrated economic development of the region “Drina - Tara”/“Drina - Sava” by supporting entrepreneurial initiatives focusing on strengthening touristic offer of the region and improving production chains of agricultural and food products, improvement of tourism services through integrated projects fostering cooperation among operators in the value chain. specific objectives:- upgrading production/processing process and increase of quality of traditional/typical products, as well as innovations and marketing and standardization for increasing competitiveness; - improvement of conditions of facilities and quality of services for tourists; - strengthening links in a value chain of the agricultural/food/handicraft/ touristic products/offer of the region;- diversify offer of tourism and services of the region; - development of new economic activities and/or innovative products and services in the region related to the value chain agriculture-food processing-tourism/direct sales.
3.2. Description of the joint action
Describe the joint action of the applicants within the value chain, and list all type of investments (indicating value in EUR) separately for each applicant which are necessary for the improvement of the value chain subject of allocation under this grant. Specify where the investment of each applicant will be located (country/municipality).
Additionally please specify the supporting activities which the beneficiaries consider important for the improvement of the value chain such as specialized trainings, promotional activities necessary for the marketing of the products and services. It is important to note that those activities are not subject of support under this call.
Explanation: Action under this grant must be designed in line with the general/specific objectives mentioned above and eligible expenditure allowed under this call presented in Annex D.
Please insert [title of the joint action and estimated value]
Name of beneficiary
Country/municipality
Economic sector
title of individual investment
Unit Value (EUR)
Source of financing
1
2
3
total Indicate number of
participating countries in the
joint action
Indicate number of economic sectors
participating in the joint action
X XIndicate total value of the joint action
X
Note: Please extend the table in case of higher number of beneficiaries
5
Please describe the joint action within the value chain and investments for each individual applicant in line with the objectives and eligible expenditure.
Investment for Applicant 1
Investment for Applicant 2
Investment for Applicant 3
Note: Please extend the table in case of higher number of beneficiaries
Please specify the supporting activities which the beneficiaries consider important for the improvement of the value chain. Those activities are not subject of support under this grant.
4. MARKET ANALYSIS OF THE PRODUCT/SERVICEDefine the main customers (buyers of products/users of the services) and present existence of a market.Make evaluation of the sales and write down the market prices of the products/service.
Describe products/services to be created/improved within the value chain and phases of its production (if relevant)
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Present advantages of the product/service compared to the same or similar type of product/service already present in the market (price, quality, production)
Present existing and potential buyers/users of the product/service and possibilities to expand offer of the product/service in the future
Present structure and dynamics of production/sales (production on monthly/yearly basis)
Present distribution method of the product/service to the users and promotional activities and budgeting
5. Operational plan - this section must be completed separately for each applicant
Explain: - the daily operation of the business, (production techniques and costs/customer service) quality and inventory control, business location (access, infrastructure, type of building)
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Explain: - the equipment required, - employees (number, type of labour, drafted job description), - processes and surrounding environment (identify the key suppliers), - professional and advisory support if available.
6. FINANCIAL ASSESSMENT
This section must be completed separately for each applicant
6.1. Assessment of total annual income
Applicant 1
No. Product/service Unit Quantity Unit price in EUR
Annual income
1.
2.
3.
4.
5.
6.
Total
Applicant 2
No. Product/service Unit Quantity Unit price in EUR
Annual income
1.
2.
3.
4.
5.
8
6.
Total
Applicant 3
No. Product/service Unit Quantity Unit price in EUR
Annual income
1.
2.
3.
4.
5.
6.
Total
If more applicants extend the table
6.2. Assessment of total annual expenses
Aplicant 1
Type of expense Unit Quantity Unit price in EUR
Annual expenses
Total
Aplicant 2
Type of expense Unit Quantity Unit price in Annual expenses
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EUR
Total
Aplicant 3
Type of expense Unit Quantity Unit price in EUR
Annual expenses
Total
If more applicants extend the table
6.3 Twelve Month Profit and Loss Projection (CASH FLOW PROJECTION)
Please complete the excel table which is annexed as B.2!
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EVALUATION
The following economic assessment will be done separately for each applicant
GROSS PROFIT (GP) = TOTAL INCOME – TOTAL EXPENSES
................................................................................................................................................
NET PROFIT (NP) = GROSS PROFIT – PROFIT TAX (10% of gross profit)
................................................................................................................................................
EFFICIENCY TOTAL INCOMECOEFFICIENT (EC) = ------------------------------- TOTAL EXPENSES
................................................................................................................................................
ACCUMULATION NET PROFITRATE (AR) = ------------------------------------------ x 100 ESTIMATED INVESTMENT VALUE
................................................................................................................................................
ESTIMATED INVESTMENTINVESTMENT RECOVERY VALUE TIME (IRT) = ------------------------------------------ (in years) NET PROFIT ................................................................................................................................................
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Signatures of applicants
Name, Surname, Signature of applicant 1 and a stamp (if applicable)
....................................................................................
Name, Surname, Signature of applicant 2 and a stamp (if applicable)
....................................................................................
Name, Surname, Signature of applicant 3 and a stamp (if applicable)
....................................................................................
In case number of beneficiaries is higher please add more lines
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