ERD.1.F.

002
Rev 02 06 November 2020
Page 1 of 7

PHILIPPINE ECONOMIC ZONE AUTHORITY

8th-10th Floors, DoubleDragon Center West Building
DD Meridian Park, Macapagal Avenue, Pasay City 1202

APPLICATION FOR REGISTRATION AS AN

ECOZONE IT ENTERPRISE

Date Filed ___________

O.R. No. ____________
Amount _____________

Name of Firm: _________________________________________________________________

(Proposed) Address: ____________________________________________________________
_____________________________________________________________________________
Tel. No. ___________________________ Fax No. ____________________________________

Applicant’s Official Representative (Contact Person ) to PEZA

Name: _______________________________________________________________________
Address: _____________________________________________________________________
Tel. No. ___________________________ Fax No. ____________________________________

Type of Application: (Please Check)

_____ as New Ecozone IT Enterprise
_____ as “New Project” of an existing IT enterprise
_____ as “Expansion Project” of an existing IT enterprise
_____ as “Amendment” of Registered Activity of an existing IT enterprise

Status: _____ Pioneer Status _____ Non Pioneer Status

Proposed Product/Activity ______________________________________________________

_____________________________________________________________________________
Uses/Application: _____________________________________________________________
Market: ______________________________________________________________________

Type of IT Activity (please check)

_____ software development and application, including programming and adaptation of system
softwares and middlewares, for business, media, e-commerce, education, entertainment,
etc.
_____ IT-enabled services, encompassing call centers, data encoding, transcribing and
processing; directories; etc.
_____ content development for multi-media or internet purposes
_____ knowledge-based and computer-enabled support services, including engineering and
architectural design services, consultancies, etc.
_____ business process out-sourcing using e-commerce
_____ IT research and development
_____ Other IT related service activities, please specify ________________________________

Applicant’s Parent Company or Management Company (if any):

Name: _______________________________________________________________________
Address: _____________________________________________________________________
_____________________________________________________________________________
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Applicant’s Existing Business Registration (if any):

Office Date Registration No.

Securities & Exchange Commission ________________ ___________________
Board of Investments ________________ ___________________
Others, please specify ________________ ___________________

For New IT Enterprises only with existing IT operations through other Affiliation, or which
existing operations will be transferred to PEZA:

_____ Affiliated with PEZA Registered Enterprise (pls. specify __________________________)

_____ Affiliated with Board of Investments or other Investment Promotion Agency (IPA)’s
Registered Enterprise (pls. specify _____)
(attach copy of Certificate of Registration, Terms and Conditions/SEC Articles
of Incorporation; Audited Financial Statements, Sales Performance and
Employment for the past two (2) years)

_____ Affiliated with an enterprise only registered with SEC/DTI (pls. specify _______________)
(attach copy of SEC/DTI Registration, company profile, Articles of Incorporation/, Audited
Financial Statements, Sales Performance for the past two (2) years)

_____ Parent Company (attach company profile)

Note: If existing IT operations will be transferred to PEZA, submit , submit certification from three
(3) labor agencies (Department of Labor and Employment, National Labor Relations Council, and
National Conciliation and Mediation Board) stating that enterprise has no pending labor case(s);
SSS certification of up-to-date remittance for workers; Audited Financial Statements (AFS) and
Annual Income Tax Returns for the last three (3) years; AFS for prior year/s if operating for less
than 3 years; Notarized summary of existing business location, list of machinery and equipment,
export and local sales performance (volume and value), employment for the past three (3) years
(as applicable); Company’s Certificate of Registration and Terms and Conditions with the Board of
Investment (BOI) if registered with the BOI or other IPA/s

For Existing PEZA-registered IT Enterprises Applying for “New Project” and “Expansion
Project” with entitlement to new Income Tax Holiday (ITH) Incentive

For New Project – Submit comparative presentation of existing projects (under PEZA and/or BOI
or other IPA/s, if applicable) and the proposed project showing the following: nature of IT activity,
IT personnel, Information Technology process and machinery/equipment to be used.

For Expansion Project – submit summary of export sales performance (volume and value) and
employment for the past three (3) years for the existing project (under PEZA and/or BOI or other
IPA/s, if applicable) wherein the proposed project is most related.

THE FOLLOWING DOCUMENTS ARE TO BE ATTACHED AS AN INTEGRAL PART OF THIS

APPLICATION
PROJECT BRIEF (see attached format)

Annex A – Notarized Secretary’s Certificate (see attached form)

Annex B – SEC /DTI Certificate of Registration, Articles of Incorporation and By-
Laws (if not yet available, submit draft of Articles of Incorporation)
 ERD.1.F.002
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ANNEX A
SECRETARY’s CERTIFICATE

_____________________ of legal age, Filipino, with business address at __________________

depose and state:

That I am the duly elected Corporate Secretary of _______________________________

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

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

“Whereas the Company wishes to apply for registration of its

_______________________ Project with the Philippine Economic Zone Authority
(“PEZA”);

“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 PEZA; and

“Resolved, Further, as it is hereby resolved, That, the Board authorize the

Company’s ________________________________ to be designated representative of
the Company in all dealings and transactions with PEZA in relation to the registration of
the Company’s _______________ Project with the PEZA.”

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

“That based on the records of the Company, no Board Member or Officer of the
Philippine Economic Zone Authority has an investment or other financial interest, direct or
indirect, in the Company.”

That the foregoing is a true and correct copy of the resolution appearing in the minutes of
the Corporation 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 Community Tax Certificate No. ________ issued at _______ on
_________________, 20 ____.

____________________________
Notary Public
Until December 31, 20 ____

Doc. No. _________

Page No. _________
Book No. _________
Series of _________
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PROJECT BRIEF
Name of Firm

Brief Description of the project and specific services to be provided/rendered, the project’s location
and background of the proponent.

I. GENERAL INFORMATION
A. Management of the Project

1. (Proposed) Capital Structure

Amount (PhP)
Authorized
Subscribed
Paid-up (assigned, if branch)

2. List of (Proposed) Stockholders

Stockholders Nationality No. of Amount Amount
Shares Subscribed Paid-up
(PhP) (PhP)

TOTAL
(Note: For existing PEZA-registered IT enterprises, update capital structure and
list of stockholders)

Are any of the above listed stockholders also stockholders of a PEZA-registered

enterprise or BOI or other IPA registered enterprise?

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

3. (Proposed) Principal Officers (For new ecozone IT enterprises only)

Principal Officers Position Nationality

Please attach Biodata of Principal Officers

4. Manpower Requirement

Direct Service Personnel( IT Operators, IT Professionals, etc. )

No. of Personnel Skills Required

Year
1
2
3
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Average

Indirect Service Personnel (IT Supervisors, etc., please specify____________ )

No. of Personnel Skills Required

Year
1
2
3
Average

Administrative Personnel
No. of Personnel
Year
1
2
3
Average

Total
No. of Personnel
Year
1
2
3
Average

B. Timetable of the Project

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

II. Technical Aspect

A. Services

1. Service Description
2. Uses/Applications

B. IT Services Flow

Description of IT services flow

(For enterprise with two or more IT processes, please include separate presentations)
Will a certain process or processes be subcontracted? Provide details. (background
of subcontractor, sub-con arrangement, etc.)

C. Equipment to be used directly in IT operations (List, Sources and Cost)

Will these be newly acquired or are these existing equipment used by another IT
enterprise?

D. Service Schedule
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1. IT service schedule (No. of shifts per day, No. of hours per shift and No. of
operating days a month)

E. Area Requirement

Area (sq.m.) _____ Location _____________________________________________

Specify owner of building and lot ___________________________________ (If
space is owned by another IT enterprise prior PEZA approval is required.)

F. Utilities Requirement

Water _____ cu.m./yr Electricity _____ Kwhr/yr

G. Waste and System of Disposal

III. Market Aspect

A. Areas/countries of export markets ___________________________________

A
B 1. Percentage of Export over Domestic sales (if any)
_____ % Export______ % Domestic (pls. specify domestic clients ___________)

2. IT revenues per unit

US$ _____
PhP _____

B. Projected Volume and Value of Sales Revenue:

Export:
Year Volume Value
(unit of measure) (US$‘000)
1
2
3
Average

Local :
Year Volume Value
(unit of measure) (PhP’000)
1
2
3
Average

IV. Economic and Financial Aspect

A. Initial Total Project Cost (one-year only)

TOTAL (PhP)
Building Construction/Renovation
Machinery & Equipment
Transportation
Office Furniture, Fixtures and Equipment
Other Assets
Pre-operating Expense
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Working Capital (one quarter only)

TOTAL

B. Sources of Financing

Sources Amount

Equity
Advances
Loans, etc.
Others

(Note: Total amount source should equal total project cost for one year)