Attachment A - Pipeline Tracker.xlsx
XLSX spreadsheet 29 KB Posted
- Attached to
- Africa Investment Advisors
- Solicitation number
- 773444-20-Q-0008
View the file
Other files
| File | Type | Posted |
|---|---|---|
| 773444-20-Q-0008-00001.pdf | ||
| 773444-20-Q-0008-00001.pdf | ||
| Attachment B Weekly Planner.xlsx | XLSX spreadsheet | |
| 773444-20-Q-0008-00001 conform.pdf | ||
| 773444-20-Q-0008.pdf |
On GovTribe
Work with this file
- Download the original file
- Contacts named in this file
- Similar government files
- Ask GovTribe AI about this file
Text version
Title Page
| Africa investment Advisor Biweekly Pipeline Tracker |
| AIA Name: |
| Geographic Coverage Region: |
| Biweekly Reporting Period Ending: |
| Total Pre-Retainer Transactions Screened |
| Of Which, how many recommended |
| Total Transactions Assisted with Diligence |
| Total Transactions Assisted with Monitoring |
Tab 1 - Origination
| Name of Potential Client | Reccomended for HQ? | One sentence summary of meeting | Organization Type | Sector | Country/ Countries | Meets DFC Eligibility? | Financing Sought | Amount | ||
| (USD millions) | Additional | |||||||||
| Financing Sought | Amount | |||||||||
| (USD millions) | Transaction Stage | Experience Level | US Nexus (Y/N) | If Y, nature of nexus and % if known | DFC Strategic Alignment | Other Parties in Transaction | Existing DFC Client? | If yes, list DFC POCs | Referred by | Specify Individual(s) |
| (if known) | Teaser? | PIM? | Locally Incorp'ed? | Business Plan? | ESIA? | Other Docs Provided (Licenses, Offtake Agreements, Implementation Agreements, Letters of Credit, etc) | Hyperlink to Documents and Meeting Notes in Microsoft OneDrive | Overall Recommendation + Red Flags | Other Notes (Optional) |
Tab 2 - Due Diligence
| Name of Potential Client | Summary of Diligence Support Provided | DFC Reps Assisted | Sector | Country/ Countries | Financing Sought | Amount | |
| (USD millions) | Additional | ||||||
| Financing Sought | Amount | ||||||
| (USD millions) | Transaction Stage | Link to Documents and Meeting Notes in Microsoft OneDrive | Anticipated Follow up? | Other Notes (Optional) |
Tab 3 - Performance Monitoring
| Name of Client | Summary of Performance Monitoring Support Provided | DFC Reps Assisted | Sector | Country/ Countries | Financing Provided | Total Commitment | |
| (USD millions) | Amount Oustanding (USD millions) | Hyperlink to Documents and Meeting Notes in Microsoft OneDrive | Anticipated Follow up? | Other Notes (Optional) |
Field Presence Support Country/Countries Date(s) Summary of Support List names / agencies of USG individuals involved Sector (if applicable) DFC transactions (if applicable) Link to Documents and Meeting Notes in Microsoft OneDrive Anticipated Follow up? Other Notes (Optional)
Data for Drop Downs
| Organization Type | Sector | Financing Sought | Transaction Stage | Experience Level |
| Advisor or Consultant | ||||
| Bank | Agriculture | Debt ODC | 0. Conception | 0. No experience |
| Corporate Other | Consumer Goods | Debt SFI | 1. Early Stage (Feasibility) | 1. at least 3 years of experience, but in different country or sector |
| Development Finance Institution (DFI) | Education | Direct Equity | 2. Bankability and Permitting | 2. 1-3 years experience in relevant country or sector |
| Engineering, Procurement & Construction Firm (EPC) | Energy | Feasibility | 3. Structuring | 3. 1- 3 years ecperience in relevant country AND sector |
| Equipment Supplier | Extractives or Natural Resources | Guarantee | 4. Conditions Precedent | 4. Over 3 years experience in relevant country or sector |
| Equity Provider / Shareholder | Financial Services | Hybrid | 5. Financial Close | 5. Over 3 years experience in relevant country AND sector |
| Foreign Government | Healthcare | Not Sure | 6. Post-Close | 6. Either 4 or 5 + credible track record with DFC/OPIC |
| Fund Manager | Housing | Political Risk Insurance | ||
| Insurance Company | ICT | Technical Assistance | ||
| Microfinance institution (MFI) | Local Empowerment | Not Applicable | ||
| Non-bank lender | Manufacturing | |||
| Non-Governmental Organization (NGO) | Multisector | |||
| Operation & Maintenance Firm (O&M) | Other | |||
| Other Development Agency | Ports | |||
| Project Developer | SME Support | |||
| Sponsor | Tourism | |||
| State-owned entity (SOE) | Transportation / Logistics | |||
| Water & Sanitation |
File details come from the government source that posted it. Updated .