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UNIVERSIDAD RICARDO PALMA

Facultad de Ciencias Econmicas y Empresariales


Escuela Acadmico Profesional de Administracin de Negocios Globales
SYLLABUS 2015
I.

GENERAL INFORMATION:
1.1. Subject
1.2. Code
1.3. Credits
1.4. Hours
1.5. Academic department
1.6. Requirements

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1.7. Academic period


1.4. Kind of subject
1.8. Academic cycle
1.9. Professor
1.10. E-Mail

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: oscar.melovega@urp.pe

II.

FORMULATION OF INVESTMENT PROJECTS


NG02904
04
6 (2 Theory - 2 Practice -2 Laboratory)
Economics
Globalization: Economic and Cultural Impact
NG02505 Financial Management II NG02703
2015-1
Mandatory
IX
Melo-Vega Angeles, Oscar Eduardo

DESCRIPTION
This subject provides to the students the necessary theoretical and practical basis for
understanding the principles governing the formulation and evaluation of an investment
project, and sequential throughout the different stages of development both pre-feasibility
and feasibility, the structure of the content of this syllabus is intended to function as guidance
for the development of the draft chapters of the participants will make a real way during the
academic year, these concepts ranging from the identification of business idea to the
international economic and financial evaluation of the project completed, according to the
intention of the School will motivate participants to strive to develop products primarily for
projects related to Peruvian flag and those with high added value since it is intended that this
experience may mark a starting point as a professional entrepreneur.

III. - PROFESSIONAL COMPETENCES


Provides students the ability to identify business ideas with potential for economic development
and evaluate them in an organized basis.
IV. SUBJECT COMPETENCES
4.1.Aptitude competences:
Learn and interpret the theoretical basis for the formulation of investment projects.
Outline briefly the macro-structure of a project.
Implement and articulate the components of a project in a spreadsheet: Market
Research, Size, Location, Project Engineering, Management, Investment, Finance,
Budget, Financial, Project Evaluation, and Awareness.
Presentation at the Final Report of Project Formulation.
4.2.Investigation competences:
Ability to investigate alternatives for profitable and affordable business.
Support technological tools related to the course, as the software SPSS, Excel 2013
and MS Project.
Develop basic project management capacity.

UNIVERSIDAD RICARDO PALMA

Facultad de Ciencias Econmicas y Empresariales


Escuela Acadmico Profesional de Administracin de Negocios Globales
V. LEARNING UNITS
Learning achievement: Student consolidates background for the formulation of an investment project.
THEME
1. Objective and logical framework of a Project
2. .Theoretical Foundations of projects
3. .Mutually exclusive projects
4. Independent Projects
5. Complementary projects
6. Gantt Chart
1. Market study
2. Technical study
3. Economic study
4. Economic evaluation
5. Risk analysis and evaluation
1. market study
2. Analysis structure
3. The product
4. Product applications
1. Demand analysis
2. Demand forecasting
1. Primary data
2. Sampling and sample size
1. Supply analysis
2. Supply forecasting
3.Inportation and exportation
4. Unsatisfied potential supply
1. Price analysis
2. Price forecasting
3. Product marketing
4. Supply chain
5. Introduction to the market
1. Technical study
2. Location
3. Quantitative methodology for defining the location
4. Environmental impact
5. Social responsivity
6. Organization
7. Type of legal society
8. Structural and functional organization chart
9. Business creation process (in Peru or in foreign
markets)
1. Size of project
2. Project engineering
3. Equipment
4. Plant distribution
1. Human resources
2. Legal study
3. Input-output matrix

ACTIVITIES

Brainstorm from students to discover


and complete the objectives of an
investment project

WEEK
1

Examples and discussions


Cases

Discussion about the market requirements

Technical forecasting

Pilot survey
Primary data analysis

Supply studies and discussion

Price analysis
Design of the market supply chain

Chart of technical study


Organizational chart
Discussion about environmental impact

Plant analysis or visits


Plan design

Discussion about human resources


Legal requirements dynamics
Flowchart

10

UNIVERSIDAD RICARDO PALMA

Facultad de Ciencias Econmicas y Empresariales


Escuela Acadmico Profesional de Administracin de Negocios Globales
4. Production process
5. Technology requirements
6. Lay out
7. Flowchart of the production process
Discussion about costs
1. Costs
Practice using excel tools
2. Tangible fixed investment
3. Intangible investment
4. Manufacturing costs
5. Fixed costs
6. Variable costs
Practice using excel tools
1. Operating budget
2. Depreciation
3. Financing and founding structure
4. Breakeven point
5. Operating budget
6. Sales and purchases budget
7. Financial Budget
8. Master budget
9. Reference interest rate
Practice using excel tools
1. Financial statements
PM book
2. NPV
MS Project
3. IRR
4. Payback period and discounted payback period
5. Sensitivity analysis
6. Risk analysis
7. Conclusions
8. Project management
Final Presentation of Group Work
FINAL EXAM

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12

13

14, 15
16, 17

VI. DIDACTIC TECHNIC


The teaching methodology seeks to raise interest in learning, with practical methods, case resolution
and dynamics.
The activities developed are related to the daily control of variables assigned to each student, practice
and applications every week, the students exposures, analysis, discussion and solution of cases and
exercises.
VII. EQUIPMENT AND MATERIALS
Use of multimedia, power point presentations, tutorials via the Internet.
Diverse software and forecasting techniques.
VIII. EVALUATION
Final score= PRA*0.4 + PRE*0.6
Continuous activities (PRA): (PRA1+PRA2 +PRA3+PRA4+ PRA5) /5
Presentations: (PRE1+PRE2+PRE3)/3
PRA : Practice
PRE1: Presentation
PRE2: Project presentation
PRE3. Final Project

UNIVERSIDAD RICARDO PALMA

Facultad de Ciencias Econmicas y Empresariales


Escuela Acadmico Profesional de Administracin de Negocios Globales
IX. TEXTBOOK/ CLASS NOTES
Recommended Textbook:
Baca Urbina, G. (2013). Evaluacin de proyectos (7ma edicin) Mxico DF. McGrawHill
Sapag, N., Sapag, R. (2008). Preparacin y evaluacin de proyectos.(5ta edicin)
McGraw-Hill, Santiago, Chile
Supplementary material:
Beltran, A. Cueva, H. (2005) Ejercicios de evaluacin privada de proyectos. Universidad
del Pacifico
Sapag, R.(2011) Preparacion y evaluacion de proyectos. Universidad de Chile

http://www.ipsos-apoyo.com.pe/html/marketing-data-ipsos-apoyo.php
http://www.arellanomarketing.com/estudiossistematicos.htm
http://www.conasev.gob.pe/
http://www.sbs.gob.pe/PortalSBS/
http://www.pmi.org.pe/sitio/
http://www.nassirsapag.cl/
http://www.bancomundial.org/
http://www.snip.gob.ni/
http://www.pmi.org/Pages/default.aspx
http://www.peruincuba.net/portal/
http://www.incubar.org/red/nacional.asp

Spring 2015