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Form No.

T-RD-APP-02
Republic of the Philippines
TOURISM INFRASTRUCTURE AND ENTERPRISE ZONE AUTHORITY
Tourism Enterprise Zone Management Sector
MAKATI

APPLICATION FORM
(REGISTRATION OF TOURISM ENTERPRISE)

Instructions: This application together with the required FOR TIEZA USE ONLY
Application No.
supporting documents must be submitted in six (6) sets of Date Filed
hard soft copies to TEZ Regulation Department subject to the Application Fee: PhP
payment of application fee. O.R. Number

PROPONENTS INFORMATION
Name of the Proponent
Address
TIN
Telephone No. Fax No. E-mail address Website

PROPONENTS AUTHORIZED REPRESENTATIVE TO TIEZA


Authorized Representative
Company Position
Office Address
Telephone No. Fax No. E-mail address Website

PROPONENTS PARENT OR MANAGEMENT COMPANY(if any)


Company Name
Address
TYPE OF APPLICATION PROJECT COST TYPE OF ENTERPRISE
New Tourism Enterprise Inside a TEZ PhP
Accommodation
US$
Original Investment: Health and Wellness Service
PhP Meetings, Incentives, Conventions,
Expansion, Renovation, and or upgrade of
Events (M.I.C.E)
exisitng Tourism Enterprise Inside a US$ Tourism Estate Management Services
designated TEZ
Tourist Transport Services
Cost of Project
Expansion Travel and Tours
Exisitng Tourism Enterprise Outside a TEZ
PhP Others (Pls. specify) ____________________
(Undertaking Expansion or Upgrade)
US$
* Original investments shall refer to the fair market value of the
physical assets, exclusive of land acquisition costs, as determined
in the zonal valuation of the BIR or the LGU assessed value
whichever is higher.
S.E.C. REGISTRATION/ARTICLES OF INCORPORATION
Year Registered Primary Purpose (per Articles of Incorporation/ Partnership)
SEC Registration No.
Authorized
Capitalization
Subscribed Capital
Paid-Up Capital
EXISTING BUSINESS REGISTRATION (if any)
Office Registration No. Date Registered
Securities and Exchange Commission
Board of Investments
Others, pls. specify
Note:Please indicate N/Afor fields not applicable with the proposed Tourism Enterprise

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Form No.T-RD-APP-02
Republic of the Philippines
TOURISM INFRASTRUCTURE AND ENTERPRISE ZONE AUTHORITY
Tourism Enterprise Zone Management Sector
MAKATI

APPLICATION FORM
(REGISTRATION OF TOURISM ENTERPRISE)

PROJECT DETAILS
Proposed Enterprise Name:
Enterprise Address:
Size of the property: (sq. m) Cost of land:
DEVELOPMENT SPECIFICATIONS
No. of Rooms for Facilities and Amenities (please specify
Accommodation

Breakdown of units for Land Sea Air


tourist transport _____________ no. of units _____________ no. of units _____________ no. of units
_____________ capacity _____________ capacity _____________ capacity

Manpower Requirement: Direct Indirect


PROJECT COSTING
Total Project Cost:
Breakdown of Expenses: Rooms / Building ____________
Machinery ____________
Furniture & Fixtures ____________
Equipment ____________
Others (pls. specify) ____________
SOURCES OF FINANCING
Owners Equity
Loans (short, medium or long term )
Others
PROJECT TIMETABLE
Date of start of construction:
Date of ompletion:
Date of full commercial operation:
ASSESSMENT DETAILS (to be filled-up by TIEZA personnel)
Date Received
Eligibility Assessor (Name & Signature)
Date of completion of assessment
Recommended Action ___ Return to Proponent ___ Endorse to Panel
Approved by(Name & Signature)
Date approved

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Form No.T-RD-APP-02
Republic of the Philippines
TOURISM INFRASTRUCTURE AND ENTERPRISE ZONE AUTHORITY
Tourism Enterprise Zone Management Sector
MAKATI

APPLICATION FORM
(REGISTRATION OF TOURISM ENTERPRISE)

CHECKLIST OF DOCUMENTARY REQUIREMENTS


DOCUMENTS PRO-FORMA NUMBER OF COPIES
1. Duly Accomplished TIEZA Application Form Six (6) ring-bind copies in A4
2. Project Brief paper and 6 electronic
3. SEC Certificate of Registration / Business Permit, Articles of copies (CD/USB)
Incorporation and By-Laws (if not yet available, submit draft
of Articles of Incorporation)
4. Company Profile, containing basic data/ information on their
technical, financial, marketing and management capability/
competence to undertake the proposed project or business
within the Tourism Enterprise Zone
5. Secretarys Certificate or Board Resolution authorizing the
filing with TIEZA and submission of name of a representative
6. Anti-Graft Certificate pursuant to R.A. 3019
7. Applicants Notarized Undertaking (for new enterprises only)
8. List of directors, principal officers, and major stockholders,
including respective bio-data
9. Endorsement Letter from TEZ Operator (if located inside a
designated TEZ Zone)
10. Vicinity map reflecting various land uses, important
verifiable landmarks within the five (5) kilometers radius of
the project site
Upon receipt of the Notice to Proceed, kindly submit the documents listed below: PRO-FORMA NUMBER OF COPIES
1. Proposed Site Development Plan, Technical/Architectural Six (6) ring-bind copies in A4
Plans and location map accompanied by perspective paper and 6 electronic
drawings, construction timetable and financial projections copies (CD/USB)
2. Filled-out Cost-Benefit Analysis(CBA) Form
3. List of machinery and equipment to be used by the applicant
with a statement of their capacity, ownership and/or mode
of procurement
4. Certificate of land ownership, lease contract, rights or
agreement entered into for the development of the land
5. Environmental Compliance Certificate
6. For Tourist Transport (Land) If applicable
Land Transportation Offices Official Receipt and
Certificate of Registration (ORCR) of the vehicles;
Certificate of Public Convenience from the Land
Transportation Franchising and Regulatory Board
Photos of the vehicles/technical description/brochures
For Tourist Transport (Air & Water)
Technical description/specification of units/brochure
Certificate of Franchise/Certificate of Public
Convenience from the Civil Aeronautics Board or the
Maritime Authority, whichever is applicable
7. Other supporting requirements as may be prescribed by
TIEZA

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Form No.T-RD-APP-02
Republic of the Philippines
TOURISM INFRASTRUCTURE AND ENTERPRISE ZONE AUTHORITY
Tourism Enterprise Zone Management Sector
MAKATI

APPLICATION FORM
(REGISTRATION OF TOURISM ENTERPRISE)

APPLICANTS NOTARIZED UNDERTAKING

In applying for TIEZA registration, the Applicant herewith makes the following undertaking:

1. That Applicant will operate on a sound and efficient basis and contribute to the objectives of the TEZ
and to the development of the national economy in general.

2. That Applicant is economically, technically, and financially sound.

3. That Applicant will engage in good faith in creating a market for its products/services.

4. That Applicant will install an accounting system adequate to identify the investments, revenues, costs
and profits or losses of the project covered by this application separately from the aggregate
investments, revenues, costs and profits or losses of the other business activities of the applicant not
registered under R.A. 9593, or establish separate entity for the project covered by this application if so
required by the Authority. (Applicable only if applicant is engaged or proposes to engage in undertaking
or activities in addition to the project covered by this application.)

5. That Applicant shall use domestic raw materials and supplies in preference to imported goods
whenever these are available at comparable quality and price.

6. That Applicant shall submit periodic reports and other information that the Authority may require on its
activities.

7. That Applicant has read Republic Act 9593 and its Implementing Rules and Regulations, and commits
to abide by the provisions thereof and amendments thereto.

8. That Applicant shall start and operate the project covered by this application upon approval of the
development plan by the TIEZA Board.

9. That, if the Applicant is a corporation, its board of directors has authorized the filing of this application in
accordance with the terms thereof.

10. That the Applicant has not ordered neither opened nor cause to be opened a letter of credit or entered
into any contract for the importation of capital equipment for which tax exemption will be claimed, prior
to its registration with the Authority. (Approval of the project brief containing a list of capital equipment
proposed to be imported does not amount to an implied approval of the tax-free importation of said
capital equipment; a separate application for this importation should be submitted for TIEZA approval.)

11. That, pursuant to the provisions of Sec. 3 and Sec. 14 of R.A. 3019 (Anti-Graft and Corrupt Practices
Act), the Applicant has not given or promised to give and will not give any gift to any officer or employee
of the Tourism Infrastructure and Enterprise Zone Authority in connection with the filing and processing
of this application.

12. That based on the records of the Applicant, no Board member or TIEZA official has an investment or
any other financial interest, direct or indirect, in the applicants enterprise.

13. That there exists no dummy relationship between the stockholders or Directors of the Applicant and any
foreigner.

14. That the Applicant attests to and warrants the veracity, genuineness and authenticity of the documents
submitted for purposes of its application for registration as a tourism enterprise.
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Form No.T-RD-APP-02
Republic of the Philippines
TOURISM INFRASTRUCTURE AND ENTERPRISE ZONE AUTHORITY
Tourism Enterprise Zone Management Sector
MAKATI

APPLICATION FORM
(REGISTRATION OF TOURISM ENTERPRISE)

15. That the documents submitted by the Applicant are obtained in good faith and through legal means, and
based on factual sources and free from any misrepresentation or erroneous data.

16. That the Applicant commits to the faithful implementation of the development plan it submitted to TIEZA.

Done in the City/Province of __________________________________ this ______________ day


of _____________________, 20 _________________________

________________________
Affiant

________________________
Designation

Republic of the Philippines )


City/Province of ) S.S.

Subscribed and sworn to before me this ________________ day of ________, 20_____ in the
City/Province of ________________________. Affiant exhibited to me his Residence Tax Certificate No. A.
___________________ issued at __________________, on _______, 20____.

________________________
Notary Public
Until December 31, 20 ____

Doc. No. __________


Page No. __________
Book No. __________
Series of 20 ________

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Form No.T-RD-APP-02
Republic of the Philippines
TOURISM INFRASTRUCTURE AND ENTERPRISE ZONE AUTHORITY
Tourism Enterprise Zone Management Sector
MAKATI

APPLICATION FORM
(REGISTRATION OF TOURISM ENTERPRISE)

PROJECT BRIEF OUTLINE

I. PROJECT NAME

II. RATIONALE

State the need for and purpose of the project


Touristic value of the project; justification that proposed project has historical and cultural
significance, environmental beauty or existing or potential integrated leisure facilities within
its bounds or within reasonable distances from it

III. PROJECT LOCATION AND AREA

Total area to be developed


Access to Project Site
Site Development Plan and Location Map

IV. PROJECT PLAN AND COMPONENTS

Briefly describe project components (facilities/infrastructures and other single projects)


Detailed architectural and engineering plans
Perspective Drawings
List of machinery and equipment to be used with statement of capacity, estimated cost,
ownership and/or mode of procurement (state source for items to be imported)
Management

1. (Proposed) Capital Structure

Amount (PhP)
Authorized
Subscribed
Total paid-up capital
(assigned, if branch)

2. List of (Proposed) Stockholders

Stockholder Nationalit No. of Amount Subscribed Amount Paid-up


s y Shares (PhP) (PhP)

TOTAL

Are any of the above listed stockholders also stockholders of TIEZA-registered enterprise/s
or PEZA-registered enterprise/s or BOI-registered enterprise/s?

_____ Yes (Pls. specify enterprises and percentage [%] share in equity)
_____ No

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Form No.T-RD-APP-02
Republic of the Philippines
TOURISM INFRASTRUCTURE AND ENTERPRISE ZONE AUTHORITY
Tourism Enterprise Zone Management Sector
MAKATI

APPLICATION FORM
(REGISTRATION OF TOURISM ENTERPRISE)

3. (Proposed) Principal Officers

Principal Officers Position Nationality

Please attach Bio-data of Principal Officers

V. SERVICES AND MANPOWER REQUIREMENT


(Indicate female-male ratio of employee)

Services
o Description. Will a certain service be sub-contracted? Provide details. (Background of
subcon, subcon arrangement, etc.)
Manpower
o Construction Phase (Direct and Indirect)
o Operational Phase (Direct and Indirect)

VI. INFRASTRUCTURE / UTILITIES REQUIREMENT


(Provisions must be made for women-, children-, PWD-, and senior citizen-friendly facilities)

Water (in cu.m./yr)


Electricity (in Kwhr/yr)
Waste and System of Disposal
o Description and estimated quantity of waste products
o Discussion of the methods of treatment and disposal of generated wastes

VII. PROJECT COST

Estimated value of investment required


Financial Schedule
Sources of financing

Sources Amount
Equity
Loans
Others

VIII. PROJECT DURATION AND SCHEDULE

Building construction/renovation
Importation of machinery/equipment
Installation of machinery/equipment
Hiring/Training of Personnel
Start of Commercial Operations

IX. CULTURAL CONSIDERATION

The proposed tourism enterprise must be such that it respects the local culture and boosts
the peoples sense of cultural and national pride.
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Form No.T-RD-APP-02
Republic of the Philippines
TOURISM INFRASTRUCTURE AND ENTERPRISE ZONE AUTHORITY
Tourism Enterprise Zone Management Sector
MAKATI

APPLICATION FORM
(REGISTRATION OF TOURISM ENTERPRISE)

X. COMMUNITY & STAKEHOLDER ACCEPTABILITY

The proposed tourism enterprise should reflect the involvement/participation of the


community and various stakeholders, the attitudes/perceptions and level of acceptability of
planned projects, consistent with the community assessment undertaken by the TEZ and
community strategies indicated in the approved development plan for the zone.

XI. ECOLOGICAL CONSIDERATION

The proposed tourism enterprise should comply with or adopt strategies to avoid dissonance
and ensure full-protection of the environment and the ecosystem.

XII. ECONOMIC CONSIDERATION

The proposed tourism enterprise must open the gates for employment livelihood
opportunities and must serve as an economic catalyst, in terms of amount of foreign
exchange and/or direct, indirect or induced effects to local communities.

XIII. COMPETITIVENESS / LONG TERM FINANCIAL SUSTAINABILITY

The proposed tourism enterprise must clearly indicate and lay out the means and ways by
which the project can contribute to the generation of income by the endorsing TEZ to
maintain its operational and financial needs, taking into consideration the changing times as
well as social, economic and political factors that could possibly affect its sustainability.
o Tourism Infrastructure and Development
o Product Development
o Information Management and Research
o Business and Industry Development
o Market Position and Targets
o Marketing Partnerships and Programs
o Branding and Positioning
o Promotional Tools & Materials
o Integrated Promotional Mix
o Visitor Services

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Form No.T-RD-APP-02
Republic of the Philippines
TOURISM INFRASTRUCTURE AND ENTERPRISE ZONE AUTHORITY
Tourism Enterprise Zone Management Sector
MAKATI

APPLICATION FORM
(REGISTRATION OF TOURISM ENTERPRISE)

ANTI-GRAFT CERTIFICATE

I, ____________________________________, of legal age, President/General Manager/Chief


Executive Officer of _______________________________________________with postal address at
_____________________________________________________________________, swearing under
oath, hereby depose and state:

That pursuant to the provisions of Section 3 and 14 of R.A. 3019 (Anti-Graft Act and Corrupt
Practice Act), the applicant enterprise, ___________________________________________________ has
not given or promised to give, and will not give any gift to any officer/employee of the TIEZA in connection
with the filing and processing of this application, nor will it give such gift to any of said officers or employees
after approval of its application

That based on the records of the applicant, no Board Member or Officer of the TIEZA has an
investment or other financial interest, direct or indirect, in the applicant.

________________________
Affiant

Subscribed and sworn to before me this _________ day of __________, 20_____ in the
City/Province of __________________________. Affiant exhibited to me his Drivers License/Passport ID
No. A. _________________, issued at _________________, on _____________ 20 _________.

________________________
Notary Public
Until December 31, 20 _____

Doc. No. ___________


Page No. ___________
Book No. ___________
Series of 20 _________

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Form No.T-RD-APP-02
Republic of the Philippines
TOURISM INFRASTRUCTURE AND ENTERPRISE ZONE AUTHORITY
Tourism Enterprise Zone Management Sector
MAKATI

APPLICATION FORM
(REGISTRATION OF TOURISM ENTERPRISE)

SECRETARYS CERTIFICATE

I, _____________________, of legal age, Filipino, with business address at ________________,


swearing under oath, hereby depose and state:

That I am the duly elected Corporate Secretary of _______________________________


__________ (the Applicant-Company), a domestic corporation duly organized and existing under the laws
of the Republic of the Philippines with principal office at ________________________________; and

That at a duly convened meeting of the Board of Directors of the Applicant Company held on
_______________________, the following resolutions were unanimously approved:

Whereas the Company wishes to apply for registration of its


_______________________ Project with the Tourism Infrastructure and
Enterprise Zone Authority (TIEZA);

Now, therefore, be it resolved, as it is hereby resolved, that, the Board


authorize the Company to proceed with its application for the registration of its
___________________ Project with TIEZA; and

Resolved, further, as it is hereby resolved, that the Board authorizes the


Companys ___________________ to be designated representative of the
Company in all dealings and transactions with TIEZA in relation to the
registration of the Companys _______________ Project with the TIEZA.

That the foregoing is a true and correct copy of the resolution appearing in the minutes of the
Applicant-Company and is, as of this date, in full force and effect.

In witness whereof, I have hereunto set my hand at ______________ this ______ day of
_________ 20 ______.

_____________________________
Corporate Secretary

SUBSCRIBED AND SWORN to before me this ________ day of ________ 20 ___. Affiant
exhibited to me his Drivers License/Passport ID No. ________ issued at _______ on
_________________, 20 ____.

Notary Public
Until December 31, 20 ____
Doc. No. __________
Page No. __________
Book No. _________
Series of __________

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