What Are the Best Methods for Proposal Writing?
The project proposal (also known as the project application or project application report) is prepared by the project preparation unit or the legal person of the project in accordance with the development of the national economy, national and local mid-to-long-term planning, industrial policies, productivity distribution, domestic and foreign markets, and local internal and external conditions The project proposal document for a specific new construction or expansion project is a general framework assumption for the proposed project. It needs to discuss the necessity and possibility of project establishment from a macro perspective, and transform the project investment idea into a rough investment proposal. [1]
The project proposal
- Project proposal [2]
- Project proposal [1]
- Affected by different sub-sectors in which the project is located, capital scale, construction area, and investment methods, the project proposals have different focuses. In order to ensure that the project is successfully approved by the regional or national development and reform commission to complete the project filing, the preparation of the project proposal must be completed with the assistance of a professional and experienced consulting agency. The project proposal and feasibility study report submitted for some large-scale project proposals must be accompanied by a corresponding grade. The official seal of the consulting agency, the highest level of which is the national level A.
- Production basis: accurate data, experienced research team, experienced analysis team.
- The issue of distinguishing project proposals can be seen from the following three points:
- (1) Within the overall design scope, the main project, ancillary projects and ancillary facilities, which are composed of one or several unit projects, which are uniformly administered administratively and economically, are unified, and a unified project proposal is prepared;
(2) Project proposals are prepared separately for each engineering project that is economically and independently accounted for within the overall design scope;
(3) Within a general design scope, it is a construction project in phases, and project proposals are prepared separately. [3]
- First, the meaning is different. The project proposal, also called the project application, is a written application filed by the project unit to the project management department of the National Development and Reform Commission for new construction and expansion. The main role of the project proposal is that the decision maker can make a comprehensive assessment of the contents of the project proposal and then decide whether to approve the project.
- The feasibility study report is also a scientific demonstration of a comprehensive technical and economic analysis of the proposed project before the investment decision. It is a survey, analysis and comparison of the natural, social, economic, and technical aspects of the proposed project. Socioeconomic benefits, based on this, comprehensively demonstrate the necessity of project construction, financial profitability, economic rationality, technological advancement and adaptability, and the possibility and feasibility of construction conditions, so as to make investment decisions Provide scientifically based written materials.
- Second, the research content is different. A project proposal is a preliminary selection of a project. It decides whether the next step is needed. It mainly examines the necessity and feasibility of the proposal. The feasibility study needs to carry out comprehensive and in-depth technical and economic analysis and demonstration, compare multiple plans, recommend the best plan, or reject the project and provide sufficient reasons to provide a reliable basis for the final decision.
- Third, the basic information is different. The project proposal is based on the country's long-term planning and industry and regional planning and industrial policies, the relevant natural resource conditions and production layout of the proposed project, and the relevant approvals of the project authority. In addition to the feasibility study report based on the approved project proposal as the research basis, the detailed design information and other data of the document should be used as the basis for preparation.
- Fourth, the content is complicated and different in depth. The basic content of the two phases is generally similar, but the project proposal requirements are slightly simple and qualitative. The feasibility study report is being supplemented on this basis to make it more complete and have more quantitative evidence.
- Fifth, the accuracy requirements of investment estimates are different. The investment estimates of project proposals are generally calculated or compared with similar built projects at home and abroad, and the error is allowed to be controlled at more than 20%. The feasibility study report must make a detailed and accurate count of the various costs required by the project. The requirement should not exceed 10%. [2]
- A project proposal is a specific project proposal document proposed by a state-owned enterprise or a government-invested project unit to promote a project. It is a framework general idea for the proposed project. The core values of the report are:
- As the basis for the proposed subject of the project to submit to the approval department for approval decision;
- Used as the basis for preparing the project feasibility study report after project approval;
- As the basis for investment advice that the project's investment assumptions become a reality;
- As the basis for the summary of the basic conditions at the initial stage of the project development cycle. [4]
- The decision maker can make a comprehensive assessment of the contents of the project proposal and then decide whether to approve the project.
- 1. Preliminary project plan: total investment, products and introduction, output, estimated sales price, direct cost and list (including specifications, sources and prices of main materials).
- 2. Technology and source, design patent standards, process description, process flow chart, please specify if there are special requirements for the production environment (such as dust prevention, vibration reduction, radiation, noise reduction, pollution, etc.).
- 3. Situation of the project plant: plant location, building square meters, plant floor plan, purchase price, local land price.
- 4. The audit report of the enterprise in the past three years (including the number of turnovers of financial indicators, accounts receivable and prepayment, etc., the number of turnovers of work in progress, finished products, raw materials, power, cash, etc.)
- 5. The number of people to be added to the project, the department and salary level to be set up, and the estimated total salary of the project (including welfare costs).
- 6. Provide the company's operating costs, management costs, etc. in the past three years after deducting wages, and their approximate percentages of revenue.
- 7. The value-added tax, income tax rate, other subsidies and preferential items enjoyed by the company.
- 8. The project product price and raw material price are calculated according to the price without tax. If the tax-included price is clear, please list the input tax rate of various raw materials and the output tax rate of various products.
- 9, project equipment selection table (equipment name and model, source, price, import should be noted, the project's power consumption indicators, etc. can not be measured separately, please indicate outside the process link if you need external assistance).
- 10. Other materials and information are communicated at any time according to the progress of the work.
- 1. Necessity and basis for investment and construction
- 1) Clarify the background and proposed location of the proposed project, propose or issue long-term planning or industry and regional planning information related to the project, and explain the necessity of project construction;
- 2) Explain the situation of existing enterprises for reconstruction and expansion projects;
- 3) For projects that introduce technology and equipment, also explain the gap and overview of technology at home and abroad, the reason for import, a summary of the process and production conditions.
- 2. Preliminary assumptions about the product plan, the scale of the proposed project and the construction site.
- 1) Product market forecast, including production capacity, sales situation analysis and forecast of similar products at home and abroad, preliminary analysis of product sales direction and sales price, etc.
- 2) Explain (preliminarily determined) the annual output value of the product, the scale of the one-time construction and the construction of the stage (the reconstruction and expansion projects also need to explain the original production conditions and machine conditions), and the evaluation of the rationality of the scale economy of the proposed project;
- 3) Product plan assumptions, including the scale and quality standards of main products and by-products.
- 4) Demonstration of the construction site, analyze the natural and social conditions of the proposed site, and demonstrate whether the construction site meets the requirements of regional layout;
- 3. Preliminary analysis of resources, transportation, and other construction conditions and collaborative relationships
- 1) Feasibility and reliability of the supply of resources to be utilized;
- 2) Analysis of the main cooperation conditions, the supply of hydropower and other public facilities and local materials at the proposed site;
- 3) For technology introduction and equipment import projects, the requirements for main raw materials, electricity, fuel, transportation, and coordination and support shall be stated, as well as the existing conditions and implementation of resources;
- 4. Assumption on the main process technology plan.
- 1) Main production technologies and processes. If foreign technology is to be introduced, the country of introduction and the gap between domestic technology and domestic technology, the source of technology, technology identification and transfer, etc. should be explained;
- 2) The main source of special equipment. If foreign equipment is to be adopted, the reasons for the introduction and the profile of the foreign manufacturer who intends to introduce the equipment shall be stated.
- 5. Assumption on investment estimation and fund raising.
- Investment estimates can be based on detailed data, detailed estimates can also be made, or can be calculated or calculated based on unit production capacity or the situation of similar enterprises. The investment estimate should include the interest during construction, the investment direction adjustment tax, and the factors that affect the price increase in a certain period of time (that is, the price increase reserve). The working capital can refer to the conditions and interest rates of similar enterprises to explain the repayment method and calculate the repayment ability. For technology introduction and equipment import projects, the amount of foreign exchange used for the project and its purpose, the source and repayment method of foreign exchange funds, and the estimation and source of domestic expenses should be estimated.
- 6. Arrangements for project construction progress
- 1) The pre-construction work arrangements shall include inquiry, inspection, negotiation, and design of foreign-related projects.
- 2) Time required for project construction and production and operation time.
- 7. Preliminary estimates of economic and social benefits (if possible, include preliminary financial analysis and national economic analysis)
- 1) Calculate the internal rate of return of all the investment of the project, the loan repayment period and other indicators, and other necessary indicators, and conduct a preliminary analysis of profitability and solvency
- 2) A preliminary analysis of the social benefits and social impacts of the project.
- 8.Relevant preliminary conclusions and recommendations
- For the project proposal of technology introduction and equipment import, there should also be attachments such as a plan to invite foreign manufacturers to come to China for technical exchanges, an overseas inspection plan, and a feasibility analysis work plan (such as a plan to hire foreign experts for guidance or commission consulting)
- Part I General
- Project Overview
- (I) Project name
- (II) Project Undertaker
- (III) Project report writing unit
- (Four) project authorities
- (V) Project construction content, scale and target
- (VI) Project construction site
- Project conclusion
- (I) Project product market prospects
- (B) the problem of the supply of raw materials for the project
- (3) Project policy guarantee issues
- (four)
- I. General
- 1. Project name:
- 2. Overview of the organizer
- 3. Proposed location:
- 4. Construction content and scale:
- 5. Construction period:
- 6. Estimated investment:
- 7. Benefit analysis:
- Necessity and conditions for project construction
- 1. Necessity analysis of construction
- 2. Analysis of construction conditions: including analysis of site construction conditions and other conditions
- 3. Evaluation of resource conditions (referring to resource development projects): including resources available (mineral geological reserves, recoverable reserves, etc.), resource quality conditions (mineral product level, physical properties, etc.), resource conditions (mineral structure, Burial depth, rock mass properties, etc.)
- Construction scale and product plan
- 1. Construction scale (the scale after reaching the production standard)
- 2,
- I. General
- Project name
- 2. Proposed location:
- 3. Construction content and scale:
- 4. Construction period:
- 5. Estimated investment:
- 6. Benefit analysis:
- Necessity and conditions for project construction
- 1. Necessity analysis of construction
- 2. Analysis of construction conditions: including site construction conditions (geology, climate, transportation, public facilities, land acquisition and demolition work, construction, etc.), and other conditions analysis (policy, resources, laws and regulations, etc.)
- Construction scale and product plan
- 1. Construction scale (planting scale, breeding scale, processing scale of agricultural and sideline products)
- 2,
- I. General
- Project name
- 2. Overview of the undertaking unit (new projects refer to the situation of the preparatory unit, and technical transformation projects refer to the original enterprise situation)
- 3. Proposed location:
- 4. Construction content and scale:
- 5. Construction period:
- 6. Estimated investment:
- 7. Benefit analysis:
- Market Forecast
- 1. Water conservancy and hydropower supply and demand status
- 2. Forecast of water conservancy and hydropower supply and demand
- 3. Current status and forecast of water conservancy and hydropower prices
- Conditions for the development and utilization of water resources and hydropower resources
- 1. Current status and development and utilization planning of river basins and power grids
- 2. Water conservancy and hydropower resources in the river section to be developed, and the possibility of development and utilization
- 3. The location and role of the proposed project in the entire river basin or in the power grid.
- Hydrology and Meteorology
- 1. Overview of the watershed (geographical conditions, watercourses and soil and water conservation conditions of the basin where the project is located)
- 2. Meteorological characteristics
- 3.Other circumstances
- V. Engineering Geology
- 1. Regional geological conditions
- 2. Engineering geological conditions of reservoir area
- 3. Engineering geological conditions of dam site and main building
- 4. Other geological conditions (drain lines, dikes and rivers)
- Project tasks and scale
- (I) Civil Engineering
- 1. Water blocking and leaking buildings
- 2. Hydropower plant building and switch station
- (II) Water conservancy and hydropower equipment
- 1.Generator set
- 2. Power access system mode and main wiring
- 3. Main electrical equipment and auxiliary equipment (list of lists containing unit prices)
- Site selection and overall arrangement of the project
- 1. Engineering grade and design standards
- 2.Dam site selection
- 3. Dam type and hub layout
- Environmental impact assessment
- 1. Overview of regional environment
- 2. Analysis of the impact of the project on water bodies, water systems, organisms, soil and water loss
- 3. Protective measures
- Nine, organization and human resources allocation
- 1. Organization structure (corporate establishment plan, management organization plan, management organization map)
- 2. Human resource allocation (production shifts, labor capacity and skills requirements)
- 3. Staff training
- X. Project implementation progress
- 1. Construction period 2. Schedule
- 11. Investment Estimation and Fund Raising
- (I) Investment Estimation
- 1. Estimation of construction investment (construction costs, equipment purchase and installation costs, and reservoir area flooding compensation fees, etc.)
- 2. Estimation of working capital
- 3. Investment estimate form (total capital estimate form, single project investment estimate form)
- (Two) fundraising
- 1. Self-raised funds 2. Other sources
- Twelve, benefit analysis
- (I) Economic benefits
- 1. Sales revenue estimation (preparation of sales revenue estimation table)
- 2. Cost estimate (preparation of total cost statement and itemized cost estimate table)
- 3. Profit and tax analysis
- 4.
- I. General
- 1. Project name:
- 2. Project legal person:
- 3. Construction site:
- 4. Construction content:
- 5. Construction scale:
- 6. Estimated investment:
- 7. Benefit analysis:
- Necessity of project construction
- (I) Project background:
- 1. Overview of the construction unit 2. Basis of the proposal
- 3. Proposed reasons and processes
- (2) Basic conditions:
- 1. Status of proposed address 2. Construction conditions of proposed address:
- (3) Significance of project construction:
- Construction content, scale and engineering scheme
- Construction content and scale
- 1. Construction scale and reasons
- 2. Construction content technology plan
- 3. Estimation of construction and installation quantities and "three materials"
- 4. Investment Estimation and Fund Raising
- (I) Investment Estimation
- 1. Investment estimation basis 2. Construction investment estimation 3. Investment estimation table
- (II) Funding plan
- 1. The project legal person raises funds by itself 2.
- I. General
- Project name
- 2. Overview of the organizer
- 3. Proposed location:
- 4. Construction scale:
- 5. Construction period:
- 6. Estimated investment:
- 7. Benefit analysis:
- Market Forecast
- 1. Supply status. (Existing facilities scale, capacity and problems of this system)
- 2. Supply forecast. (The scale and capacity of the system under construction and planned construction)
- 3. Demand forecast. (According to the current demand for system facilities of urban socio-economic development, forecast the analysis of the demand for system facilities of urban socio-economic development.)
- Construction scale
- (I) Comparison of construction scale and scheme
- (II) Recommended construction scale and reasons
- Project Location
- (I) Status of the site (location and geographic location, category of land possibility, land area, etc.)
- (II) Site construction conditions (geology, climate, transportation, public facilities, policies, resources, laws, regulations, land acquisition and demolition work, construction, etc.)
- V. Technical plan, equipment plan and engineering plan
- (1) Technical plan
- 1. Technical solution selection
- 2. Main process flow chart and main technical and economic index table
- (II) Main equipment scheme
- (Three) project plan
- 1. Architectural features and structural schemes of buildings and structures (with general floor plan and plan)
- 2. Estimation of construction and installation quantities and "three materials"
- 3. List of major construction and structure projects
- 6. Investment Estimation and Fund Raising
- (I) Investment Estimation
- 1. Construction Investment Estimation
- 2. Estimation of working capital
- 3. Investment estimate form (total capital estimate form, single project investment estimate form)
- (Two) fundraising
- 1. Self-raised funds
- 2.Other sources
- Benefit analysis
- (I) Economic benefits
- 1.Basic data and parameter selection
- 2. Cost estimate (preparation of total cost statement and itemized cost estimate table)
- 3. Financial analysis
- (II) Social benefits
- 1. Analysis of the impact of the project on society
- 2. Analysis of the compatibility between the project and the location (different
- I. General
- (I) Project background
- Project name
- 2. Overview of the organizer
- 3.
- table of Contents
- Accurate market positioning
- Overall positioning of the project brand and packaging planning
- Project brand image promotion and promotion planning
- Formulation of investment strategy
- 1. Cooperate with the groundbreaking ceremony and the news
- 2. Combining construction progress and gradually increasing prices
- 3. Organize customer discussions and solicit opinions
- 4. Advantageous media combination
- 5. Holding relevant exhibitions, focusing on attack
- 6. To host sports competitions first
- 7. Tour of investment promotion activities to extend the terminal
- 8. Follow-up of promotional activities
- Media composition and implementation process
- This combination should be established under the overall investment invitation plan. It is recommended that a company make a systematic media distribution combination plan. The specific implementation can take the form of tendering and selection.
- Event planning and implementation
- Planning and implementation of investment promotion activities
- According to the needs of investment promotion, a series of investment promotion activities are designed to conduct face-to-face investment promotion in areas where target customers are dense.
- Such as: name-seeking activities, 100,000 yuan entrepreneurship activities and small-scale investment promotion activities.
- This part of the work is recommended to be planned and organized by an advertising company.
- Project cooperation forms and charging methods
- Project team members
- Project proposal [1]
- Necessity and basis for investment project construction
- Clarify the proposed background and proposed location of the proposed project, present long-term planning or industry and regional planning information related to the project, and explain the necessity of project construction
- Preliminary plan of product scheme, planned scale and construction site
- Analyze the natural and social conditions of the proposed site, and whether the site meets the requirements of the regional plan.
- A preliminary analysis of resources, transportation and other construction conditions and cooperative relationships
- Analysis of the supply of hydropower and other public facilities and local materials at the proposed site.
- Preliminary assessment of environmental impact
- Predict the impact of the project on the environment.
- Assumption of main process technology solutions
- Investment Estimation, Fund Raising and Assumption of Loan Scheme
- Explain the source of funds, repayment methods, and measure repayment ability.
- Project schedule
- Estimation of economic and social benefits
- Relevant preliminary conclusions and recommendations
- Points to note when writing a project proposal:
- Whether the project conforms to the national construction policy and long-term planning, and the direction and scope of industrial structure adjustment;
- Whether the product of the project meets the needs of the market and whether the reason for demonstration is sufficient;
- Whether the project construction site is suitable, whether there are repeated construction and unreasonable layout;
- Whether the evaluation of financial and economic benefits of the project is reasonable.
- (1) For large and medium-sized capital construction projects and upgrading and upgrading projects above the designated size, qualified engineering consulting and design units shall be entrusted with preliminary evaluations, and shall be submitted to the National Development and Reform Commission for approval after preliminary review by the provincial competent authority; of which, large-scale projects (total investment of 400 million yuan) The above-mentioned transportation, energy, raw material projects, and other projects with more than 200 million yuan) shall be submitted to the State Council for approval by the National Development and Reform Commission.
- (2) Small-scale capital construction projects, and renovation projects below the quota shall be examined and approved by the competent department of the State Council or the local development and reform commission.
- After the project proposal is approved, it is called project establishment. Project establishment only indicates the necessity of investment for a project, but further research and demonstration are needed.
- Determine the institution, personnel and legal representative of the project construction.
- Select a construction address, apply for planning and design conditions, and make a planning and design plan.
- Implement the fundraising plan.
- Implementation of supporting plans for municipal utilities such as water supply, power supply, gas supply, heat supply, drainage of rain and sewage, and telecommunications.
- Implement the supply of major raw materials and fuel.
- Implement environmental protection, labor insurance, sanitary and epidemic prevention, energy saving, and fire protection measures.
- Foreign-invested enterprises apply for pre-registration of business names.
- Perform detailed market research analysis.
- Preparation of feasibility study report [5] .