SIF2 - Single Investment Fund Case Officer Appraisal

Project Title / Business Name

Relationship Manager name

Funding Area

Convergence

Competitiveness

Non SME

CRM ID Number

SIC Code

1

Project Review and Outputs - Please review the clients project application taking account the listed considerations as appropriate - if appropriate rate requirement 1-5

Review Consideration

Comment

Legal Route Identified

ROI Rating

Assessment of Need

/5

Value Added

/5

Expected Benefit

/5

DE+T strategic priorities

/5

WAG strategic priorities

/5

Any other comment

RM conclusions

2

Additionality: e.g. Will the project not commence or commence on a smaller scale, how does the applicant compare with its competition? How will the proposed consultancy improve its standing?

3

Displacement e.g. Will there be any adverse effects on the local economy, competition, etc.?

4

Deadweight: e.g. What would happen without the Welsh Assembly Government contribution? What would the outputs and outcomes be without the Welsh Assembly Government contribution?

5

Project costs and value for money assessment

6

Specialist team assessment i.e. property, innovation, e-business, business growth

7

Summary recommendation - Please include limited quotes justification if required

8

Senior Relationship Manager comments

9

EU Budget Team comments i.e. eligibility, funding availability, special conditions

Case officer:

Signed----------------------------------

Date

Senior Relationship Manager approval

Signed----------------------------------

Date

EU Budget Team Approval

Signed

EU Project

Finance Code

Offer of Funding Issued

Progress Check

Date

Date

Date