I.

SUMMARY OF PROJECT

A. Name of firm

B. Location: head office / factory

C. Brief description of the project

1. History of business

2. Nature or kind of industry

3. Type of organization

4. Officers of the business and their qualifications

II.ECONOMIC ASPECTS

A. General market description

1. Market description – a brief description of the market to include the following:

a. areas of dispersion

b. methods of transportation and existing rate of transportation

c. channels of distribution and general trade practices

2. Demand

a. Consumption for past ten years

b. Major consumers of the product

c. Projected consumption for the next five years

3. Supply

a. Supply for the past ten years, classified as to source – imported or locally produced. For
imports, specify the form in which goods are imported, the prices and the brand.

For locally produced goods, the companies producing them, their production capacities,
brands, and market shares shall be specified.

b. Factors, affecting trends and past and future supply.

4. Competitive position

a. Selling price – Include a price study indicating the past domestic and import prices, the high
and low prices within the year, and the effect of seasonality, if any.

b. Competitiveness of the quality of the product

B. Marketing program

1. Description of present marketing practices of competitors

2. Proposed marketing program of the project describing the selling organization, the terms of sales,
channels of distribution, location of sales outlets, transportation and warehousing arrangements, and
their corresponding costs

3. Promotion and advertising plans, including costs

4. Packaging

C. Projected Sales

Expected annual volume of sales for the next five years considering the demand,

supply, competitive position, and marketing program

D. Contributions to the Philippine Economy

1. Net annual amount of dollars earned or saved, and basis used

2. Labour employed

3. Taxes paid

III. Technological Feasibility

D. Machinery and equipment

1. Machines and equipment layout indicating the floor plan

2. Specifications of the machinery and equipment required, indicating rated capacities of each piece
3. List of machineries and equipment to be bought and origin as to local or imported

4. Quotations from suppliers, machinery guarantees, delivery dates, terms of payments, and other
arrangements

5. Comparative analysis of alternative machinery and equipment in terms of cost, Reliability,

performance, and spare parts available

E. Plant location

1. Location map of the plant

2. Desirability of location in terms of distance from the source of raw materials and market and other
factors and a comparative study of different locations, indicating advantages and disadvantages (if new
project)

F. Plant layout *

Description of the plant layout, drawn to scale

G. Building and facilities

Land improvements, such as roads, drainage, etc., and their respective costs

H. Raw materials

1. Description and specifications of their physical, mechanical, and chemical properties

2. Current and prospective costs of raw materials, terms of payment, and long-term contracts, if any

3. Availability and continuity of supply and current and prospective sources

4. Material balance or material process chart

I. Utilities

Electricity, fuel, water, steam, and supplies indicating the uses, quantity required, availability,
and tentative sources and cost
 J. Waste disposal

1. Description and quantity of waste to be disposed of

2. Description of the waste disposal method

3. Methods used in other plants

4. Cost of waste disposal

5. Clearance from proper authorities or compliance with legal requirements

K. Production cost

Detailed breakdown of production costs, indicating the elements of cost per unit of output

L. Labour requirements

Detailed breakdown of the direct and indirect labour and supervision required for the
manufacture of the product(s) indicating compensation, including fringe benefits

MAJOR-MAJOR PROBLEM

Areas of terminals - search

LAND

Cost of Land in different areas of operations –canvass

Rent or Buy?

Buy = Loan?

VANS

Number of Vans **

Buy or Installment?
 OPERATIONS

Hire

Headquarters – Rent or Make?

Make = Cost?

Other Pakulo?

FINANCIAL

WC

INTEREST RATES – LTD vs. STD

Returns

Identify Sales level under assumptions

Kung san ka mag operate

Kung magkano afford?

Alamin ang profit margin per day per van

Fare – Gas – sweldo

Compare ang projected Marginal Profit per area vs FC