TEMPLATE QUESTIONS FOR LGU ‘’NEAR TO MARKET”

INVESTMENT PROJECT PRESENTATIONS

Project Title
Keep it short and business like and use key words related to the project
Eg “Mangrove Reforestation in the Lower Basin of San Juan River”

Total Project Cost and Duration

What is the overall cost / funding requirement?
Over what period / duration?
Possible source/s of funding.

Brief Description of Project

What are the main activities?
What does it intend to achieve (e.g. specific and over-all objectives)?
Is this a “development project” or is it a “commercial/income-generating
project”
Under what sector/s does this project fall under (e.g. forestry, waste
management, sanitation, food security, poverty-alleviation, women in
development, etc)?
Who are involved in project conceptualization, partners in implementation
(NGOs,private sector, academe, etc)?
Where is it to be specifically located?

Brief Description of Proponent

LGU experience in implementing similar projects
Relevant LGU financial data/proof of creditworthiness

Target Market
How is the project “market driven? Is there a demonstrated demand?
Who will be the primary beneficiaries/target groups (e.g. small fisherfolks,
women, NGOs, rebel returnees, etc), or customers ?
Will there be secondary beneficiaries or customers?
What is the size of the market or population that will benefit or be served?
What is the source of your data /information?

Income Statement
Provide a three (or more) year cash flow projection
What is the capital requirement?
How much for start up costs?
How much for working capital (operations)?
How will the project recover the costs?
What are the estimated receivables / revenues? (eg these can be user
fees, taxes, gross revenue)

Pay Back Period

At what point will the project pay for itself?
Provide a simple Return on Investment (ROI) scenario
How will the income be treated?
Any other income consideration? (e.g project heavily relies on LGU
subsidy due to the following considerations…)

Risk Assessment and Project Sustainability

What are the main elements of risk? E.g. financial, environmental (e.g.
impacts on critical habitats), health, social/political, institutional
What is the potential negative impact on gender, youth, IPs, population
growth/migration pattern, etc.
How will this risk be mitigated?
How is project sustainability to be ensured?

Project Multipliers
Will there be non-financial benefits (eg better quality of environmental
services, reduced greenhouse gas emissions etc)?
To what extent will there be jobs created?
How will families be affected? Will there be positive impact on gender
equality, food security, health, peace and order?
Will tax revenues be enhanced?