ANNEX L

PROJECT EVALUATION/APPRAISAL SHEET FOR GROUP PROJECT

Department of Labor and Employment

DOLE Regional Office X

PROJECT EVALUATION/APPRAISAL TEMPLATE FORM FOR GROUP PROJECT

A. PROFILE
PROJECT TITLE Abaca Planting Production
PROJECT ACP PAGLINGKAWAS MULTI-PURPOSE COOPERATIVE
PROJECT COST 842,200.00
DOLE 499,700.00
Proponent 342,500.00
FUND SOURCE DILEEP

B. MINIMUM REQUIREMENT

MINIMUM CRITERIA FINDINGS RECOMMENDATIONS

Documentary Requirements
Target Beneficiaries
Need to be Addressed
Purpose/Objective
Eligibility of the Proponent-
ACP/Proponent-Beneficiary
 Equity
 Liquidation of cash
advances
Okay
60 members of the Tagoloan
Small Coconut Farmers
Industry Development
Federation Inc.
Augmentation of Income
Alleviate the income of all the
members of the Association
and address employment
issues
Land will be used as equity

C. TECHNICAL AND FINANCIAL EVALUATION

BUSINESS ASPECTS FINDINGS RECOMMENDATIONS

Marketing Plan  Marketing Aspect of the
 Potential market project is clearly defined
 Market share  Its distribution
 Buying habits mechanism is stated
 BUSINESS ASPECTS FINDINGS RECOMMENDATIONS
 Quality and affordability  Access to transportation
of products/services for distribution discussed
 Pricing strategy in the proposal
 Competitiveness in
terms of price, quality,
appearance
 Promotion strategy
 Distribution channel
 Competitive advantage
Production Plan  Process flow is very well
 Production details stated
 Source of raw materials  Material and equipment
 Equipment, tools, is emphasized in the
materials required proposal
 Location, size and lay-
out of production area
 Proportion of workers vis
volume of production
 Safety and health
measures
Organization and  There specification
Management Plan /details on PMT
 Project Management  Specific functions of the
Team (PMT) PMT was stated very well
 PMT duties and
responsibilities
 Assignment of tasks to
production/service
workers
 Operational and
managerial skills
 Training needs
 Commitment from
stakeholders
 Compensation/salary
methods
 Profit sharing scheme
Financial Plan  Viable
 Working capital
 Cost estimates
 Total project cost
 Financial statements
(Income Statement, Cash
Flow, Balance Sheet)
 BUSINESS ASPECTS FINDINGS RECOMMENDATIONS
 Cash/working capital for
operations
Financial Viability  Viable
 Realistic projections
 Break-even/Positive Rate
of Return
 Sustainability of
operations

EQUALLY IMPORTANT FINDINGS RECOMMENDATIONS

FACTORS TO CONSIDER
Social Acceptability Socially Acceptable
Acceptability to the
community, family members
and other stakeholders
Environmental Friendliness Environment Friendly
Inflict, minimal or no harm at
all to the environment
Gender Sensitiveness Gender Sensitive
Recognize issues and
problems on stereotyping
and discrimination
Sustainability Sustainable
Ability to maintain its
operations, services and
benefits during its projected
lifetime

D. OVERALL EVALUATION
Criteria Percentage (%) Rating
I. Relevance
 Purpose/Objectives 25% 22%
 Priority Beneficiaries
II. Effectiveness
 Marketing Plan
 Production Plan 25% 21%
 Management Plan
 Financial Plan
III. Efficiency 25% 20%
 Financial Viability
 Financial Projection
 Positive Return of Investment
 Sustained Operations
 IV. Impact 25% 21%
 Potential effect to the target
beneficiaries and other stakeholders
TOTAL SCORE 100% 84%

E. RECOMMENDATION

It is therefore recommended that the project be processed for implementation.

Reviewed/Evaluated By: Date: ____________

CRISTE O. PERFECTO ____________________

Sr. LEO

Noted By: Date: _____________

REMEGIO S. CABAÑOG
Provincial Head