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Republic of the Philippines

POLYTECHNIC UNIVERSITY OF THE PHILIPPINES


COLLEGE OF ACCOUNTANCY AND FINANCE
Sta. Mesa, Manila

ACCO 3143 - MANAGEMENT CONSULTANCY


SUGGESTED TABLE OF CONTENTS OF UNDERGRADUATE PROJECT FEASIBILITY STUDIES
First Semester, School Year 2016-2017

1. Title Page
2. Certification and Approval Sheet
3. Acknowledgment
4. Table of Contents
5. List of Tables
6. List of Figures
7. List of Schedules
8. Business Logo
9. Chapter 1 Executive Summary
A. Business Name
B. Location (Head Office and Factory Site)
C. Description of the Business Logo
D. Brief Description of the Business
a. Company Background
b. Industry Type
c. Type of Organization
E. General Objectives of the Business
F. Research and Methodology
a. Survey
b. Slovins Formula
c. Sampling Techniques
d. Survey Questionnaire
e. Research
f. Mapping
g. Search of Internet, Books, and Libraries
G. Project Summary
a. Market Study
b. Technical Study
c. Management and Legal Study
d. Financial Study
e. Socio-Economic Study
H. Definition of Terms
10. Chapter 2 Market Study
A. Prospective Customers
B. Competitors
C. Market Research
D. Survey Analysis
E. Demand Analysis
F. Supply Analysis
G. Demand-Supply Gap Analysis
H. Market Share Analysis
I. Marketing Strategy (Product, Place, Pricing, and Promotion Strategies)
11. Chapter 3 Technical Study
A. Product Description
a. Name of the Product popular and scientific (if any), and the reason for choosing such name
b. Product Properties physical, chemical, and agronomic
c. Uses of the Product as a finished commodity or as an input or raw material of another product
d. Major Users of the Product individuals or firms
B. Product Costing
C. Product Pricing
D. Business Process (must be presented in narrative and flowchart)
E. Business Location
F. Business Layout
G. Production Schedule
H. Raw Materials
a. Exact specifications and quality of raw materials
b. Quantity/Volume of requirement in relation to storage issues of inventory
c. Selection of sources (local or imported; terms and conditions of payment; reliability of deliveries;
method of transportation for delivery)
I. Machinery and Equipment
J. Furniture and Fixtures
K. Supplies
L. Employee Uniform
M. Labor Requirements
N. Work Schedule
O. Utility Requirements (Electricity, Water, Telecommunication, Internet, Gas, Waste disposal, etc.)
P. Total Project Cost
12. Chapter 4 Management and Legal Study
A. Form of Ownership
B. Vision, Mission, and Core Values
C. Capitalization
D. Organization Chart
E. Manpower Requirements
F. Organizational Policies and Procedures
a. Personnel (Employment Process)
b. Production
c. Credit and collection
d. Finance
G. Code of Ethics
H. Project Schedule (must be presented using the GANTT chart)
I. Internal Controls
J. Legal and Taxation Aspect
a. Applicable labor laws
b. Social Security Act and other related employee benefits
c. Local tax codes
d. Business and income tax laws
K. Labor Laws for Employees
L. Income Taxes
13. Chapter 5 Financial Study
A. Major Assumptions
B. Total Project Cost
C. Projected Financial Statements (in this order)
a. Projected Income Statement
b. Projected Statement of Changes in Equity
c. Projected Balance Sheet
d. Projected Statement of Cash Flows
D. Projected Financial Performance
a. Liquidity Measurement Ratios (Current ratio, Quick ratio, etc.)
b. Profitability Indicator Ratios [Profit margin analysis (Gross profit margin, Net profit margin, etc.),
Return on assets, Return on equity, etc.]
c. Break-even analysis
d. Capital Budgeting Techniques (Payback period, Accounting rate of return, Net present value,
Profitability index, etc.)
14. Chapter 6 Socio-Economic Study
15. Bibliography (Books, Unpublished materials, Electronic websites, etc.)
16. Appendices
A. English Editing Certification Form
B. Survey Questionnaire
C. Lease Contract (if owned, copy of Transfer of Certificate of Title or Tax Declaration)
D. Template of Clearances/Forms/Licenses/Permits from the following government agencies, as
applicable:
Department of Trade and Industry
Securities and Exchange Commission
Cooperative Development Authority
Local Government
Bureau of Internal Revenue
Social Security System
Department of Labor and Employment
Other agencies, as applicable:
o Philippine Coconut Authority
o Garments and Textile Industry Development Office
o National Food Authority
o Fiber Industry Development Authority
o Bureau of Fisheries and Aquatic Resources
o Bureau of Animal Industry
o Bureau of Plant Industry
o Bureau of Forest Development
o National Tobacco Administration
o DTI-Bureau of Philippine Standards
o DTI-Intellectual Property Office
o National Subcontractors Exchange
o Food and Drug Administration
E. Financial Schedules
F. Curriculum Vitae

Prepared by:

JONATHAN P. BINALUYO JEFFREY R. EBIO JULIETA G. FONTE

MARVIN Y. LASCANO LUZVIMINDA S. PAYONGAYONG GREGGIE JAY M. SANCHEZ

Recommending Approval: Approved by:

LILIAN DLM. LITONJUA SYLVIA A. SARMIENTO


Chairperson College Dean

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