energy saving
investments
Project Information Questionnaire
Ref
Requirement
Description
1
Project Name
Please provide a name to identify the project
2
Geographic
Location
Please describe the geographic location of the project.
3
Project Type
Description of project including whether NDEE supply side (eg district
heating), or demand reduction in buildings, industrial, infrastructure (eg
street lighting)
4
Project Alignment
Explanation of how the project is consistent with the Investment Criteria
described in the fund summary document.
5
Estimated
contribution to
Green Criteria
Estimated calculation of CO2 savings in accordance with the methodology
described in the fund summary document.
6
Technologies
List of technologies to be used and manufacturers / suppliers.
7
Project Sponsor (s)
Please describe who is primarily responsible for developing the project.
Please describe the sponsor’s views with regards to their long term and ongoing involvement with the project (e.g. provide equipment only, O&M
services).
8
Project
Stakeholders
Please describe the client. Any information available at this stage on project
partners (construction/ FM contractors, technology suppliers, off-takers,
property owners, land lease) would be welcomed.
9
Due Diligence
Please indicate whether the Sponsor or Client has commissioned any
specific due diligence or feasibility study on the project and whether this
can be made available at an appropriate time to the funders.
10
Project structure
Please describe how the project is to be structured and it is expected that
the project will generate savings that will repay the investment.
11
Key risks
Please indicate the key project risks and how they are to be mitigated.
12
Estimated total
capital value
Total capital costs, and an indication of how they are made up (eg a split
construction cost, development costs etc)
13
Investment
required from ESI
and Equitix
Indicate how much investment is sought (eg 50%, 100%) in order to fund
the full construction costs.
Project Information Questionnaire
1
energy saving
investments
Ref
Requirement
Description
14
Funding Structure,
including identity of
co-investors and
quantum (£ and %)
of co-investment
Please describe how the project is to be funded and, where the answer
above is not 100%, please identify other potential co-investors. Nb. that the
Fund is able to work alongside investors that you may have already
identified.
15
Estimated project
timetable
Please describe the project timetable as follows:




16
Project start date (the date on which contracts are signed and
construction / installation can start)
Estimated construction / installation period
Estimated commissioning period
Estimated full operating period
Procurement Status Please describe whether the project requires any procurement (particularly
public procurement) to be undertaken by the client or project sponsor and,
(if applicable)
if so what stage this is at.
Where relevant, please also describe whether the project sponsor is already
on a framework contract arrangement with the client
17
Planning, Permits
and Consents
Please describe the status of all planning, permits and consents required for
the Project
18
Project Incentives
Please indicate where appropriate whether the sponsor expects the project
to benefit from Government backed incentive schemes such as ROCs, RHIs,
FITs.
19
Target IRR
Please describe the project IRR in post-tax, nominal terms and, where
different the equity IRR.
20
Return Profile
Please describe the profile of the return on investment including the term of
the investment, payback period and, where available, profile of annual
yield.
Project Information Questionnaire
2