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List of Documents Required For The Valuation

The document lists the documents required for conducting a valuation of land, buildings, plant, and machinery. It requests documents like property deeds, building plans, machinery invoices, process details, and three years of financial statements. It provides guidance on the level of information needed for various asset classes to accurately appraise their current market value.

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abarna kam
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100% found this document useful (1 vote)
2K views7 pages

List of Documents Required For The Valuation

The document lists the documents required for conducting a valuation of land, buildings, plant, and machinery. It requests documents like property deeds, building plans, machinery invoices, process details, and three years of financial statements. It provides guidance on the level of information needed for various asset classes to accurately appraise their current market value.

Uploaded by

abarna kam
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

[Link] B.E.,Msc(REV).,AMIE (1981989).

,
Consulting Civil Engineer,
Licensed Building Surveyor,
51, Ranimangammal Street, Karur-639001.
Mob:9944210671/7708923411 Chartered Engineer [ Registered Valuer

List of Documents Required for the Valuation

For Land & Building Valuation.

1. Lease Deed or Purchase Deed of the Property


2. Latest 7/12 Extract for free hold property.(for metro cities)
3. Approved Building Plans and other drawings from Competent Authority along withletter of
Approval
4. Building Completion Certificate from the Competent Authority if possible
5. Latest Electricity Bill
6. Latest Property Tax Receipt
7. Factory Inspector's Approval, if applicable
8. Insurance Policies of Properties, if any

For Plant & Machinery Valuation; please arrange the following documents.
Detailed list of machinery working:

1. Please prepare detailed list of plants & machines working. In this list please include generic name
of equipment, Make, Model No., Type no, Makers Sr. No, Brand name Year of manufacture,
Identification no if any, If m/c is purchased 2nd Hand /New.

2. Please also give all nameplate data of machine. Details of drive motors like make, KW/ Pole Sr. No
YOM etc & auxiliary equipments fitted with main m/c also required like chip conveyor, etc. This list
may be available with your maintenance dept. Such list will be required for Tooling, Jigs & Fixtures
if they are of high value.

3. Brief note prepared by promotor / Company describing/ stating the types of products, method of
production, major customers etc.

> Consulting Civil Engineer > Valuation> Building Approval Plan > Industrial Approval Plan
> 3D Elevation Design > Interior Designing > Estimation
[Link] B.E.,Msc(REV).,AMIE (1981989).,
Consulting Civil Engineer,
Licensed Building Surveyor,
51, Ranimangammal Street, Karur-639001.
Mob:9944210671/7708923411 Chartered Engineer [ Registered Valuer

Machinery Invoices:
1. Please make available Xerox copies of all invoices of machines listed above. If special purpose
machine is fabricated by yourself please give costing of such machine or details like material used,
wt of materials , manpower used while fabricating this m/c etc.

Process:
Please give brief outline of process used for manufacture of the product.
Once you collect all above documents we can visit your premises, for physical verification. During
physical verification it will be better if senior person from work/ technical side accompanies us. You
will please allow us for taking photographs of Land & Building & Plant &Machinery.

With Regards,
For Design World,

[Link]
Chartered Engineer &
Registered Valuer
9944210671 / 7708923411

> Consulting Civil Engineer > Valuation> Building Approval Plan > Industrial Approval Plan
> 3D Elevation Design > Interior Designing > Estimation
[Link] B.E.,Msc(REV).,AMIE (1981989).,
Consulting Civil Engineer,
Licensed Building Surveyor,
51, Ranimangammal Street, Karur-639001.
Mob:9944210671/7708923411 Chartered Engineer [ Registered Valuer

List of Documents required for the TEV

1. Proposal Details / Project Report - Projected Profitability Workings, Projected Balance-sheets,


Projected Funds Flow Statement
2. Means of Finance
3. Credit Facility Required & Requested
a. Term Loan
b. Working Capital
c. Letter Of Credit
4. Last 3 Years Balance Sheets / Annual Reports
5. Brief Profile of the Company with Relevant Licenses / Registration / CertificateFrom
Respective Authority.
6. Bio-Data’s of Chief Promoters / Other Promoters / Directors / Partners / Proprietor.
7. Share Capital & Details % Holding
8. Management Set Up.
9. Details of Group Companies along with their Summary of Financial Details For Last 3 Years
10. Details of Existing Bankers for all the Group Companies along with Credit Facility Enjoyed.
11. Project Cost Details Regarding
a. Land
b. Factory Building
c. Detailed Costing of Indigenous as well as Imported (If Any.) For Plant/Machinery &
Equipments along with Relevant Technical Specifications & Capacities & Status of
Purchase Order Placed / Advance Paid.
12. Costing Of Infrastructure & Utilities & There Status as on Date Regarding Power / Water/Effluent.
13. Manpower Requirement for the Project.
14. Terms of Repayment of Term Loan.

> Consulting Civil Engineer > Valuation> Building Approval Plan > Industrial Approval Plan
> 3D Elevation Design > Interior Designing > Estimation
[Link] B.E.,Msc(REV).,AMIE (1981989).,
Consulting Civil Engineer,
Licensed Building Surveyor,
51, Ranimangammal Street, Karur-639001.
Mob:9944210671/7708923411 Chartered Engineer [ Registered Valuer

PRODUCTS & PRODUCTION


1. Product of the Company.
2. Major Raw Materials
3. Major Raw Materials Suppliers
4. Production Process along with Flow Chart.
5. Production Capacity (Installed) & Year Wise Projected % Utilization of the InstalledCapacity.

MARKET OUTLOOK & SALES


1. Location advantages / disadvantages
2. Market overview along with Demand – Supply – Gap.
3. Details about exports.
4. Details of major competitors & there % (approx.) Market share.
5. List of major domestic as well as foreign customers
6. Marketing Strategy.

COSTING
1. Raw Materials
2. Other Raw Materials
3. Packing Materials
4. Power
5. Repairs & Maintenance
6. Manufacturing Expenses
7. Administrative Overheads
8. Selling Overheads
9. Economic Projections.

> Consulting Civil Engineer > Valuation> Building Approval Plan > Industrial Approval Plan
> 3D Elevation Design > Interior Designing > Estimation
[Link] B.E.,Msc(REV).,AMIE (1981989).,
Consulting Civil Engineer,
Licensed Building Surveyor,
51, Ranimangammal Street, Karur-639001.
Mob:9944210671/7708923411 Chartered Engineer [ Registered Valuer

WORKING CAPITAL ASSESSMENT


1. Present Stage of Project & Payments

ACTIVITY STARTING TIME COMPLETION TIME


(MONTH & YEAR) (MONTH & YEAR)
1. Acquisition of Land
2. Development of Land
3. Civil works for
- Factory building
- Machinery Foundation
- Administrative wing
4. Plant & machinery
- Order placing
- Delivery
- Erection & installation
5. Power & water
6. Training of personal
7. Procurement of RM
8. Trial Run
9. Commercial Production

> Consulting Civil Engineer > Valuation> Building Approval Plan > Industrial Approval Plan
> 3D Elevation Design > Interior Designing > Estimation
[Link] B.E.,Msc(REV).,AMIE (1981989).,
Consulting Civil Engineer,
Licensed Building Surveyor,
51, Ranimangammal Street, Karur-639001.
Mob:9944210671/7708923411 Chartered Engineer [ Registered Valuer

Status of Payments made for Cost of Project


At reported the sources and utilization of the promoters own funds for Cost of project, so far, is as
under;

PARTICULARS PARTICULARS SOURCE


USES
(RS. LAC.)
(RS. LAC.)
Land Share Capital
Factory Building Share Application
Money
Plant & Machinery
Adv to Civil Contractors
Adv for Machinery
Miscellaneous Assets
Bank Balances

Security against credit facilities


This company is newly incorporated and has no facilities with any bank as on date, has requested
for T/L of Rs. & W/C of Rs. for whichthe
following securities are offered.

> Consulting Civil Engineer > Valuation> Building Approval Plan > Industrial Approval Plan
> 3D Elevation Design > Interior Designing > Estimation
[Link] B.E.,Msc(REV).,AMIE (1981989).,
Consulting Civil Engineer,
Licensed Building Surveyor,
51, Ranimangammal Street, Karur-639001.
Mob:9944210671/7708923411 Chartered Engineer [ Registered Valuer

PRIMARY SECURITY

Proposed Assets Worth (Rs. Lac.)


Land & Site Development
Buildings
Plant & Machineries – Indigenous
Electrification and other Utilities
Total Capital Cost of Assets
Net Current Assets (as of 31.03.20XX.)
Market Value envisaged, in excess of Book
Value for Plot of Land

COLLATERAL SECURITY: ANNEXURES TO BE ENCLOSED.

With Regards,
For Design World,

[Link]
Chartered Engineer & Registered
Valuer
9944210671 / 7708923411

> Consulting Civil Engineer > Valuation> Building Approval Plan > Industrial Approval Plan
> 3D Elevation Design > Interior Designing > Estimation

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