Version 1//2017

Sustainability Evaluation Tool (SET)

(For Non-Infrastructure Subprojects1)

DATE OF EVALUATION: ___________________

Title of Activity/Training:

Description:

Location: Date Conducted:

Approved Cost: For Training For Equipment Actual Cost: For Training For Equipment
(if applicable) (if applicable)
KALAHI GRANT KALAHI GRANT
LCC: LCC:
TOTAL TOTAL
Last Evaluation Rating: Date Conducted:

I. SP UTILIZATION Degree of
Responsiveness
1. Training Duration and Beneficiaries

Key Areas Target/ Planned Actual

Male Female 4Ps SLP Male Female 4Ps SLP
Number of Benef. Benef. Benef. Benef.
Participants
Trained
Duration
(days)

If planned vs. actual participants and/or duration is not the same, explain the discrepancy:

____________________________________________________________________
____________________________________________________________________
____________________________________________________________________

2. List down the objectives of the training/activity

a. __________________________________________________________________
b. __________________________________________________________________
c. __________________________________________________________________
d. __________________________________________________________________

Were the training objectives met? ____ Yes ___ No

If training objectives were not met, why?

________________________________________________________
1
Includes skills development, technology transfer and other related activities
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_____________________________________________________________________

3. Were there deviation(s) in the training/package (approved vs. actual implementation)?

_____ Yes ____ No

If there were deviations, list down the deviations:

 _______________________________________________________________
 _______________________________________________________________
 _______________________________________________________________

What are the reason(s) for the deviations?

 _______________________________________________________________
 _______________________________________________________________
 _______________________________________________________________

4. Of the total participants trained, how many are deriving income due to the skills training?
 Below 50%
 51% - 80%
 More than 80%

5. What is the range of monthly income earned by these participants-worker?

Position No. of Minimum Maximum

Participant- Income Income
Worker (monthly) (monthly)

6. List down the top three benefits derived from the training/activity
 _______________________________________________________________
 _______________________________________________________________
 _______________________________________________________________

B. EQUIPMENT/TOOLS PROVIDED DURING TRAINING

1. List down the equipment, tools and accessories provided as part of the training:

Items No. of Items Pls check if still

available now
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If there are equipment, tools and accessories that are no longer available at this time,
explain the reasons for this:

__________________________________________________________________
__________________________________________________________________

OVER-ALL NUMERICAL RATING (Training Component – 50%)

II. ORGANIZATIONAL ASPECT Yes or Degree of Remarks

No Responsiveness
1. Training participants organized into a group/association If no, why?

If training
participants
were not
organized,
who tracks
benefits of
training?

2. Organization registered and/or accredited

For “Yes” answer, the following should be met:

 Record/minutes of formation and BA approval
 List of Officers and members
o Record of election/installation
o Posted in the office
 Proof/copy of registration or accreditation
 Constitution and By-Laws duly approved by General
Assembly

3. O&M group/organization is functional

The O&M Group should meet majority of the following

indicators to warrant a “Yes” answer:
o O&M group holds regular meeting
o O&M group regularly undertakes monitoring of
structures to determine structures which need
maintenance
o O&M group provides feedback to the Infrastructure
Committee on result of monitoring
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o O&M group lobbies for O&M funds from the M/BLGU
thru the Infrastructure Committee/other appropriate
committee
4. Operation of group/association is managed well

Note: The organization should meet majority of the following

indicators to warrant a “Yes” answer.

Regular meetings (BOD and General Assembly) conducted,

o
including discussion of financial status (Income and
Expenses, Balance Sheet)
o Election of Officers conducted as indicated in Constitution
and By-Laws
o 50% + 1 Attendance in BOD/Officers’ meetings (sex
disaggregated)
o 50% + 1 Attendance in GA meetings (sex disaggregated)
o Conduct of periodic organizational assessments and planning
o Proper Records management observed and Report to
Oversight Agencies submitted on-time
o Increase in Membership (sex disaggregated)
o Ability to resolve Conflicts without external intervention
o Ability to provide other services to members (e.g. livelihood
programs, credit, hospitalization, mortuary, etc.)
o Women engagement in paid labor during O&M
o Staffing/Employment
 Presence of complete staff and/or full-time employees
 Provision of incentives to officers/employees (e.g.,
honorarium, SSS, Philhealth, allowances, non-cash
benefits, etc.)
OVER-ALL NUMERICAL RATING (Organizational Aspect) –
50%

Numerical Rating Adjectival Rating

FINAL RATING

OVER-ALL FINDINGS:

1. In summary, the training was conducted (please check):

 In accordance with the proposal
 With minor deviations from the proposal
 With major deviations from the proposal

2. Of the total participants, the % which derive income from the training is:
 Below 50%
 51% - 80%
 More than 80%

3. The minimum and maximum monthly income derived by participant-workers are:

Minimum __________ Maximum P_________
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4. The equipment/tools provided during the training are (please check):
 All intact, well-maintained and in good condition
 All intact but needs minor repair
 All intact but needs major repair
 All intact but not functional
 Some are no longer available, but those available are well-maintained and in good
condition
 Some are no longer available; those available needs minor repairs
 Some are no longer available; those available Needs major repairs
 Some are no longer available; those available are Not functional

5. Equipment/tools are being used:

 Strictly in accordance with activities indicated in the approved proposal
 Not in accordance with activities indicated in the approved proposal

6. Problems/difficulties in the conduct of the training that were addressed/resolved at the

community level

Problems/Difficulties Actions Taken/Recommendations

1.
2.
3.
4.

Multi-Stakeholders Inspectorate Team Members (MSIT)

____________________________________ _________________________________
O&M Organization Representative BLGU Representative

____________________________________ _________________________________
MIAC Representative SB Representative

____________________________________ _________________________________
ACT Representative Mayor’s Office Representative

____________________________________ _________________________________
RPMT Representative (if available) MSIT Team Leader (MPDC/ME)

____________________________________ _________________________________
NPMO Representative (if available)

____________________________________ _________________________________