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Project Study Format Guide

This document outlines the format for a project feasibility study report, organized into 9 sections. The sections include an executive summary, project profile, background, marketing assessment, technical study, organizational and management assessment, financial study, socio-economic impact study, and annexes. The technical study section provides the most detail, outlining topics to address such as production processes, machinery and equipment requirements, site location selection, and conclusions about technical feasibility. The overall structure is meant to comprehensively evaluate the marketing, technical, organizational, financial, and economic viability of a proposed project.

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Temoteo L. Pupa III
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715 views3 pages

Project Study Format Guide

This document outlines the format for a project feasibility study report, organized into 9 sections. The sections include an executive summary, project profile, background, marketing assessment, technical study, organizational and management assessment, financial study, socio-economic impact study, and annexes. The technical study section provides the most detail, outlining topics to address such as production processes, machinery and equipment requirements, site location selection, and conclusions about technical feasibility. The overall structure is meant to comprehensively evaluate the marketing, technical, organizational, financial, and economic viability of a proposed project.

Uploaded by

Temoteo L. Pupa III
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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COR JESU COLLEGE

Engineering and Technology Department

CE 521 (Project Study (CE Projects) Engr. Maria Victoria R.


Placer
2nd Semester Professor

PROJECT STUDY FORMAT GUIDE

The following guide is a generalized format of a detailed Project Feasibility Study.


The topics presented here may be modified: new topics added and, unsuited
topics deleted to agree with the studys particular contents. In short, this format
could be used as the studys table of contents body format.

1.0. EXECUTIVE SUMMARY


1.1. Highlights
1.2. Conclusions to the Feasibility

2.0. PROJECT PROFILE


2.1. Nature of the Project, its major components and salient features
2.2. Project area or location
2.3. Intended beneficiaries
2.4. Financial requirements
2.4.1. Total investment cost
2.4.2. Source of funding
2.5. Proponent or implementing agency
2.6. Statements as to whether or not the project has been found feasible
from the marketing, technical, organizational, financial and economic
viewpoints.

3.0. BACKGROUND
3.1. Clear statement of the project or opportunity to which the project is
addressed
3.2. Project rationale
3.3. Description of the influence area and project linkages

4.0. MARKETING ASPECTS


4.1. Demand Analysis
4.1.1. Analysis of past, present and projected demand
4.2. Supply Analysis
4.2.1. Analysis of past, current levels and project of supply
4.3. Consolidation of Demand and Supply
4.3.1. Present a consolidation of past and projected demand and
supply to show the extent to which the project will reduce if
not eliminate the present as well as future gap between
demand and supply
4.4. Marketing Plan
4.4.1. Target Market Market Segmentation
4.4.2. Product Mix Strategy range of goods and services
4.4.3. Marketing Mix marketing instruments planned to use to
influence behavior of target market, e.g. pricing policy,
promotion and communication, distribution or placement
4.4.4. Marketing organization

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4.5. Projected Sales
4.6. Summary of Market Study

5.0. TECHNICAL STUDY


5.1. The Product/s or Service/s
5.1.1. Describe the physical, mechanical and chemical properties
5.2. Process
5.2.1. Description of the processes to be adopted
5.2.2. Process Flow
5.2.3. Alternative processes, comparison and applicability
5.3. Size and Production Schedule
5.3.1. Minimum/Maximum capacity
5.3.2. Phasing of capacity factors considered in size determination
5.3.3. Production schedule for the next several years
5.4. Machinery and Equipment
5.4.1. Listing of required machinery
5.4.2. Specifications, capacities, cost and quoted prices
5.4.3. Sources/Suppliers availability and reliability
5.4.4. Installation cost
5.5. Location
5.5.1. Description of location
5.5.2. Include maps and charts of proposed location
5.5.3. Factors considered in location selection
5.6. Ground/Plant/Facility Layout
5.7. Buildings and Facilities
5.7.1. Size, type, design and cost of building of land and land
improvements
5.8. Raw Materials and Supplies
5.8.1. Requirements and basis for selection
5.8.2. Specifications
5.8.3. Materials Handling and Design
5.8.4. Current and prospective costs
5.8.5. Availability/Continuity of supply
5.8.6. Alternative raw materials/alternative sources
5.8.7. Volume required at various phases
5.9. Utilities
5.9.1. Amount, cost and sources
5.10. Waste Disposal
5.10.1. Quantity, method and cost
5.10.2. Waste treatment facilities
5.10.3. Existing regulations and standards
5.11. Labor Requirement
5.11.1. Requirements and Source
5.11.2. Specifications/Pay Scales/Aggregate Costs
5.11.3. Training program and costs
5.12. Plan for the Construction
5.12.1. Implementation Schedule
5.13. Conclusion as to the Projects Technical Feasibility
5.13.1. Commensurability of the size or scale and location of the
project with the demand as projected under the marketing
study
5.13.2. All structural and architectural features are technically
sound and in conformance with local building codes and
regulations
5.13.3. Socially feasible
5.13.4. Physical resource inputs are available in the required
quantities and qualities

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5.13.5. The construction phase can reasonably be implemented
within schedule
5.13.6. Manpower complement should be appropriate to the
technical requirements of the project

6.0. ORGANIZATION AND MANAGEMENT STUDY


6.1. Political acceptability and legality of the project
6.2. Organizational Structure and Management
6.3. Resource availability
6.4. Management Proposals

7.0. FINANCIAL STUDY


7.1. Financing
7.1.1. Total Project Cost
7.1.2. Source of Financing
7.1.3. Repayment Schedule
7.2. Financial Feasibility
7.2.1. Major Assumptions Used
7.2.2. Projected Financial Statements
7.2.3. Financial Analysis
7.2.4. Financial Profitability Indicators

8.0. SOCIO-ECONOMIC STUDY


8.1. Identification and estimation of socio-economic benefits to its direct
and indirect beneficiaries and that of governments
8.2. Identification and estimation of socio-economic costs
8.3. Appraisal of economic feasibility
8.3.1. Cost-Benefit Analysis
8.3.2. Cost-Effectiveness Analysis

9.0 Annexes, Appendices, Supplements

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