Eligibility Project Cycle Downloads

Eligibility and Assistance Policy

Project Eligibility | Proponent Eligibility | Policy of Assistance

PEF works directly with organizations that serve the struggling households in the poorest communities. Applications for support must meet the following eligibility criteria:

Project Eligibility

The project should respond to the problems of poverty and marginalization, and bring tangible results to the poor families or community within 3 to 6 months of project implementation.

PEF favors project proposals that use a "tried and tested" methodology as we build on the proponent's experience in delivering the intended results. The proponent is thus encouraged to study successful approaches and adapt these to local conditions.

  Ineligible Case-to-Case Eligible
Project Sites Rich communities Non-priority provinces Priority provinces
Beneficiary Sector Big business professionals Small entrepreneurs Urban/rural poor, indigenous peoples, persons with disabilities
Community Participation No community participation Limited community participation Strong community participation
Project Results No results within one year SMART results in 6-12 months SMART results in 3-6 months
Market/Product No marketable product Supply-led Market-driven
Technology Failed technology Experimental technology Mature/proven technologies
Counterpart No counterpart, pure PEF support Counterparts from other donors Counterpart from local institutions and other donors
Sustainability Grant dependent, no savings mobilization Debt dependent, limited savings mobilization Savings led, Continuous Capital Build-up (CBU)
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Proponent Eligibility

Project proponents must be civil society organizations such as people's organizations, non-government organizations, cooperatives, faith-based groups, and similar entities.

Proponents must have:

  1. the capability to manage and implement proposed projects as proven by their track record and experience in similar development projects,
  2. a sound and operational financial management system, e.g., financial records and books of accounts, audited financial reports, presence of financial policies and systems; 3.clear vision-mission-goals as well as management structures and strong organizational leadership and;
  3. credibility with the beneficiary community or organization.

 
  Ineligible Case-to-Case Eligible
Proponent Type LGUs, non-MFI banks Bank-MFIs Peoples' organizations, non-government organizations, cooperatives, social action centers
Years of Existence Newly organized Less than 2 years More than two years
Track Record Negative track record With ongoing projects Recognized expertise
Management Board not functional, no staff Irregular Board meetings, part-time or volunteer staff Regular Board meetings, full-time staff
Organizational/ Financial Systems No system in place, no/unreliable financial statements Inadequate system, unaudited financial statements Functioning system, computerized/audited financial statements
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Policy of Assistance
  1. Institutional Support
    • Covers needed resources by the institution (e.g. salaries, staff dev't, equipment)
    • As a rule, PEF shall only support staff directly involved in the project
  2. Beneficiary Development
    • Refers to activities to develop community participation in the project (e.g. seminars, field trips, etc.)
      Grants may be provided for Institutional Support and Beneficiary Development components.
  3. Direct Project Cost
    • Refers to service or product that will be directly provided to the community or sector
      All Direct Project Costs are expected to be sustained by the proponent/community after PEF assistance
      As a rule, support for income-generating activities shall be given out as loans
  4. Priority Areas
    Projects from any of the high-poverty provinces in the country will be considered by PEF particularly those implemented in the fourth, fifth, and sixth class municipalities and in urban poor communities.
  5. Types of Project for Funding
    The specific activities to be supported by the PEF include, but are not necessarily limited to are the following:
    1. Livelihood and Employment
      • Financial Services
        1. Micro-finance
        2. Micro-lending
        3. Micro-insurance
        4. Micro-savings
    2. Agricultural Development
      1. Productivity (Enhancement/Improvement of Production Inputs)
      2. Processing/Marketing (Post Harvest)
      3. Trading and Marketing
      4. Livestock and Poultry
      5. Aquaculture, Marine Fishing, and Marine culture
    3. Non-Agricultural Income Generation
      1. Transport Service
      2. Handicrafts
      3. Manufacturing
      4. Trading
      5. Vending
    4. Basic Social Services
      • Provision of Potable Water
        • Level 1
        • Level 2
        • Level 3
      • Health
        • Primary Health Care
        • Alternative Health Delivery
      • Housing
        • Site Development
        • Land Acquisition
        • House Construction
      • Education
        • Functional literacy
        • Day Care Center
    5. Social Capital
      • Partnership Building
      • Multi-sector Partnership
    6. Geo-Physical
      1. Infrastructure
        • Hanging foot bridges
        • Micro-hydro
        • Irrigation
        • Appropriate technology
      2. Environment and Cultural Heritage Conservation
        • Rice Terraces Restoration
        • Historical Landmark
  6. Proposal Requirements
    Aside from the Project Proposal itself, the following should be submitted:
    1. Organization-Related Documents
      • Copy of SEC/PCNC/CDA Registration
      • Copy of Proponent's Articles of Incorporation and By-Laws
      • Audited Financial Statements of Proponent for the last two years
      • Notarized Board Resolution indicating the requested assistance from PEF and naming at least two authorized representatives who will sign all documents pertaining to the project
      • Curriculum Vitae of the officers and management staff of the organization
    2. Project-Related Documents
      • Location map showing project sites/areas
      • Detailed financial schedules of proposed budget (including notes and assumptions)
    3. Project-Specific Documents
      • Business Plan (if project is an enterprise)
      • Guidelines for Revolving Credit Funds (if applicable)
      • Documents showing proof of approved funding (if the project will use counterpart funds from other donors)
      • Plan, drawings, specifications for infrastructure, machinery and equipment, etc. (if applicable)
      • Training Design (if applicable)
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