Sie sind auf Seite 1von 24

1

Chapter I
SUMMARY OF THE PROJECT
Name of the Enterprise
Bahay Pagasa
This name stands for a place where one can hope for love and care away
from the real home.
!ogo
The cartoon style in logo is used to symbolize happiness and hope among
the clients.
2
!o"ation
The business is located on M. Vicente treet !formerly "ansalan #oad$%
Mandaluyong City. This is near M#T &oni tation which is very accessible from
'"(.
#es"ripti$e #efinition of the Pro%e"t
This pro)ect is socio*economic in nature. (side from financial goals in
terms of profits% the proponents aspire provision of social services to people
close to everybody+s heart% the elderly. #evenues will come primarily from the
elderly who have no regular house companions but have monthly pensions and
still receive regular financial assistance from relatives. The proposed business
will help pensioners ma,imize their money through proper budgeting and
availment of government subsidies and benefits due the senior citizens.
Pro%e"t !ongRange O&%e"ti$es
-ver time% the proponents e,pect to be .nown as a model facility catering
to physically*dependent elderly who can no longer do daily personal needs.
3
'ANTT CHART
()*+ ()*,
Month Apri- May J.ne J.-y A.g/ Sept/ O"t/ No$/ #e"/ Jan/
Feasi&i-ity
St.0y
So.r"e of
f.n0s
Registration
So.r"ing of
!o"ation
Emp-oyees
E1.ipment
Start the
operation
Pro%e"t Timeta&-e an0 Stat.s
The current time frame for introducing &(/(0 1(2*(( is 34 Months.
The 2antt chart will summarize the transaction of the business.
Nat.re of the 2n0.stry
(ssisted living facilities although not popular in the 1hilippines have
already e,isted years ago. These are called through different names5 home for
the aged% guided living% assisted living% home care center% etc. /owever% prices
are prohibitive% ranging from 167% 444 to as high as 184% 444 per month and only
foreigners and the rich can afford the services. 9ocations are also in the remote
areas which ma.e family visitations inconvenient. These are complete with all the
services including the necessary amenities for them to en)oy the activities of daily
living.
Mo0e of Finan"ing
4
The business re:uires a big amount of capital to start up the operations.
The business will be financed using the e:ual shares of each partner. The fund
may come from they+re personal money and properties% friends and relatives who
had supported the financing of the business.
Table 3
2n$estment Costs
Proponents
Capita-
Contri&.tion
Per"entag
e
Mo0e of
Finan"ing
&io% ;aolo
ena% ;ohn &ryan
&reton% (ndrew
Tablizo% #ico
Tablizo% (ldrian
1hp6<4%444.44
6<4%444.44
6<4%444.44
6<4%444.44
6<4%444.44
<4=
<4=
<4=
<4=
<4=
1ersonal avings
1ersonal avings
1ersonal avings
1ersonal avings
1ersonal avings
TOTA! Php*34))3)))/)) *))5
Table 3.3 shows the contribution of each partner. 'ach e:ually contributes
for the capital of the business.
Feasi&i-ity Criteria
Market Feasibility
>rom the computed unfilled demand of 34%844% the proposed business can
start operation with only <7 clients each paying a very reasonable amount of
137% 444 per month compared to the e,isting facilities+ charge of between 167%
444 to 184% 444.
Management Feasibility
5
The proponents will oversee the business on a rotation basis with a salary
of 1<4% 444 per month. T'"(*accredited caregivers will be assisted by utility
wor.ers who will be paid the salary rate of ?@asambahay+% which is allowed under
the law per &arangay Micro &usiness 'nterprises law.
Technical Feasibility
The proponents will avail of the information on ?Care giving+ through the
"A"% -ffice of enior Citizens and T'"(. There are also abundant materials
online on the guide for putting up a care giving business.
Financial Feasibility
The pro)ect was found financially feasible. #eturn on e:uity was
computed to be 3B=% way above the normal rate of interest given by ban.s.
1aybac. period stands at a little over two years.
Socio-economic Feasibility
This pro)ect would be a very social friendly endeavor. 'mployment
generation notwithstanding% this business will wor. hand*in*hand with
government agencies tas.ed with caring for the elderly.
Chapter II
MAR6ET STU#Y
6
This chapter gives the overview of the overall aspect of the product when
it comes to mar.eting. It also features the survey conducted in order to gather
information regarding the business and to further increase the .nowledge about
the possible factors that might affect the business in the future. This includes the
target mar.et which is a very important aspect in the business. This is one of the
ma)or foundations for our business to succeed in the industry. The mar.eting
strategy is also mentioned to further promote the business since it is difficult for a
new establishment to immediately capture the people+s trust especially when it
comes to services.
'enera- Mar7et #es"ription
The target mar.et of this pro)ect are the elderly% seventy years old and
above % have a regular pension% incapable of doing personal needs and who are
left alone under the care of non*professional caregivers. In most cases% these
elderly are not properly fed and cleaned and left to the moods of the carers.
>inances are almost always left to the carers who are tempted to misappropriate
the elderly money. #elatives of these elderly have no option but to leave them
without any assurance that they will be properly cared for since they have their
own families to attend to and have to go to wor. to earn a living. ( living facility
accessible to the elderly family for visitation would be a big relief to children and
relatives who value their parents+ safety.
7
Si8e of the Target Mar7et
The target mar.et share is a very conservative estimate* only <7 of the
unfilled demand of 34%844% increasing gradually after the second year.
#eman0
Table <
Past Fi$eyear #eman0
Year #eman0
<448 C%D47
<44B D%6DC
<434 8%33E
<433 8%B<7
<43< B%838
1ast >ive*year demand shown on the table above was computed based
on the rate of increase in the number of seniors with pension which is 34= per
annum based on the information provided by the -C(
Table 6
8
Pro%e"te0 Fi$eyear #eman0
Year #eman0
<43E 34%844
<437 33%884
<43C 36%4C8
<43D 8%B<7
<438 B%838
The five*year pro)ected demand was computed as follows5
*93))) : population of senior citizens with pension in Mandaluyong City.
>ifty seniors were surveyed using the enior Citizen urvey >orm being
used by the "I92 in its 1hilippine 1lan of (ction for enior Citizens !11(C$.
The survey revealed that C4 percent are interested in availing of the pro)ect%
which is e:uivalent to 34%844% the pro)ected demand for <436. 0early increase
per information from -C( is 34 percent.
St.0y of Competitors
There are no direct competitors in the area chosen as the place of
operation. /owever% there are similar facilities that are located in far*flung areas
9
but cannot be considered as competitors because of the service rates they are
charging.
Table E
#eman0S.pp-y Ana-ysis
Year #eman0 S.pp-y Unfi--e0
#eman0
Mar7et
Share
<43E 34%844 4 34%844 <7
<437 33%884 4 33%%884 <7
<43C 36%4C8 4 36%4C8 64
<43D 3E%6D7 4 3E%6D7 64
<438 37%837 4 37%837 64
Propose0 Mar7eting Program;Strategies
The proponents will ma.e use of the internet to introduce the service. The
main target of the mar.eting program will be the children and other relatives of
the elderly with special needs but have the capacity to pay for modest fees. Ae
added push strategy in short we push towards to the customer what they need
and wants on us for services to their elder. 1ush strategy in mar.eting can be
found in the communication between us and customer.
10
Forms to &e .se0
(side from the legal forms needed for registration and &I# purposes%
standard employment contracts especially for @asambahay is necessary.
There are also activities and e,ercise every morning for the oldies. 'very
Monday there+s a flag ceremony which will start at D544 in the morning. Mr. #ico
Tablizo will be in*charge of the daily activities.
Table 7
#ai-y A"ti$ity S"he0.-e
A"ti$ities #ay Time
&rea.fast
>lag ceremony F daily
e,ercise
Crochet (ctivity
9unch &rea.
iesta
nac.
"inner
&ed Time
Mon0ay
C544 am G D544 am
D544 am G 8564 am
8564 am G 33564 am
3<544 nn G 3544 pm
3544 pm G E544 pm
E544 pm G 7544 pm
C544 pm G C564 pm
D544 pm G C544 am
&rea.fast
"aily e,ercise
Crochet (ctivity
9unch &rea.
iesta
nac.
"inner
&ed Time
<e0nes0ay
Fri0ay
Sat.r0ay
C544 am G D544 am
D544 am G 8564 am
8564 am G 33564 am
3<544 nn G 3544 pm
3544 pm G E544 pm
E544 pm G 7544 pm
C544 pm G C564 pm
D544 pm G C544 am
&rea.fast
"aily e,ercise
Crochet (ctivity
9unch &rea.
iesta
nac.
"inner
&ed Time
T.es0ay
Th.rs0ay
C544 am G D544 am
D544 am G 8564 am
8564 am G 33564 am
3<544 nn G 3544 pm
3544 pm G E544 pm
E544 pm G 7544 pm
C544 pm G C564 pm
D544 pm G C544 am
11
&rea.fast
Mass
Aatching Movie
9unch &rea.
iesta
nac.
"inner
&ed time
S.n0ay
C544 am * D544am
D544am G 8544am
8544am G 3<pm
3<pm G 3544pm
3544pm G E544pm
E544pm G 7544pm
7544pm G C564pm
C564pm G C544am
Chapter III
TECHN2CA! STU#Y
The Ser$i"e
The pro)ect is under the service industry which is one of the biggest
sources of revenue in the 1hilippines. &ahay 1ag*asa will be caring for the
elderly for a very minimal fee commensurate to the needs of ordinary pensioners.
Ahat will not be sacrificed is the the home care and setting% 1hilippine style.
The =.antity an0 =.a-ity of Ser$i"e
&ahay 1ag*asa will initially operate with <7 clients% a number that is
manageable for a new firm. Huality of service will be given to the clients.
Ser$i"e Pro"ess
3. ubmission of letter of intent by the relatives of the clients.
12
<. ubmissions of medical certificate of client to prove the he or she has no
contagious disease or life threatening condition.
6. Iegotiation in service availments with the relatives.
E. Contract signing and collection of 6 month service fee deposit.
7. -ne wee. orientation before client is left by the relative.
C. Moving in by the client.
D. 1roviding needs as stated in the contract.
!o"ation
13
The above figure shows the location of the &(/(0 1(2*(( on &oni
(venue% Mandaluyong City.
Str."t.re Spe"ifi"ation
9ot ize J 84 s:m.
>loor (rea J 84 s:m.
14
There will be three rooms for the elderly% two separate comfort rooms for
men and women% living room% and waiting area for the elderly and also for the
visitors and client+s family where they can watch over them. There are two
television sets in the living room with division. Cashier with windows is located
outside% together with the .itchen and dining room for the elderly and for the staff.
2uard house is beside the entrance gate with yard for the elderly and par.ing lot
for the client+s family and visitors.
!ist of Estimate0 Pro0."tion3 O$erhea0 Costs3 an0 Operating E>penses/
#ent !pace$ 1hp3% 4<4%444.44
>ood upply <4%444.44
Ktensils D%E44.44
Frying Pan 900.00
Knife Set 200.00
Cus !"000.00
Soon an# Fork $00.00
Plates %Set& 2"'00.00
Plate (ack 2"000.00
':uipment 374%3E4.44
)as Sto*e %2cs.& !" 200.00
Fire +,tinguisher 2" 9-0.00
)as Tank !" -00.00
.heel Chair %'cs.& 2'" 000.00
Table !0" 000.00
Chair %2' cs.& /" '00.00
0e# %2' cs.& /'" 000.00
Pillo1 !!" /00.00
0e# Sheet '" -00.00
Stretcher !0" 000.00
15
(ppliances E3%444.44
+lectric Fan %2 cs.& 9"000.00
(efrigerator !2"000.00
Tele*ision Set %2 cs& 20"000.00
(dditional ',penses 768% 744.44

Staff '0" 000.00
)uar# 3" '00.00
4ress '" 000.00
+lectricity -$0" 000.00
TOTA! Php *3 ???/),)/))
Chapter IV
MANA'EMENT STU#Y
Basi" Consi0erations in Forming the Organi8ation
The proponents capitalized on their respective e,perience on caring for
their grandparents. ince this pro)ect re:uires personal )udgments and emotional
capital% the members decided on general partnership as a form of business
organization. 2eneral partners are usually the operators of the business and
therefore personally liable for the firm. The personal characters of the partners
are therefore very important and one of these is genuine concern for the elderly.
Forms of Organi8ation
)eneral artnershi is a business partnership featuring two or more
partners in which each partner is liable for any debt ta.en on by the business.
16
&ecause the partners do not en)oy limited liability% all the partners+ asset can be
involved in an insolvency case against the company. (n arrangement by which
partners conducting a business )ointly have unlimited liability% which means their
personal assets are liable to the partnership+s obligations. Ae also consider the
e,perience of every partner in ta.ing care of our own grandparents% which is very
important reason in forming the organization.
This .ind of organization was chosen because it fits the personality of the
proponents who treat each other as real partner and brother. The business%
&ahay 1ag*asa needs managers who are trustworthy since ta.ing care of the
elderly is no )o.e. It re:uires patience because the clients are li.e babies who
need care and attention. (fter contemplating on the matter% the proponents )oined
hands and agreed to use partnership as its .ind of organization.
The proponents will be general partners who have unlimited liability% where
even innocent partners can be held responsible when another partner commits
inappropriate or illegal actions. They will ta.e active part in the firm+s
management and are )ointly and severally liable for the firm+s obligations% even
on the safety of the clients.
Organi8ationa- Str."t.re
2eneral Manager
17
upervisor ( upervisor & upervisor C upervisor "
>igure 3
Po-i"ies
'mployees should always wear their proper uniform.
'mployees should ta.e good care of the business personal properties.
'mployees are strictly not allowed from reproducing confidential records
and documents without the management+s approval.
'mployees shall treat each other with courtesy and respect.
'mployees shall submit to the general manager+s authority.
Sa-aries3 @ages3 an0 &enefits
3. alaries and wages
<. &enefits
(. ocial ecurity ystem
&. 1hil /ealth
C. 1(2*I&I2
Cashier
Coo.
ecurity
2uard
Ktility
Aor.er
Caregiver Maid
18
". /oliday 1ay
'. 36
th
month pay
Chapter V
F2NANC2A! STU#Y
Ma%or Ass.mptions
3. #evenue base on <7 clients for 3
st
two years and 64 clients for the ne,t
three years.
<. Cost of sales !service$ on the 3
st
year was based on actual
computation this is E8= of revenue this percentage is used for the
computation of the Cost of ales for the <
nd
to the 7
th
year.
6. #entF9ease will be fi,ed for the first five years.
E. Telephone and utilities will have no material increase for the 7

years.
7. 1ayroll for the 6
rd
and succeeding years is due to increase in salaries.
Tota- Pro%e"t CostA
19
':uipment 1hp <44%444.44
>acilitiesF#enovation 3%444%444.44
1re*operating Cost5 permits%
licenses% etc. 37%444.44
6*months wor.ing capital 687%444.44
LLLLLLLLLLLLLLLLLLLLLL
Tota- BBBBBBBBBBBB/ Php *34))3)))/))
2nitia- <or7ing Capita- Re1.irementA
MThree*months wor.ing capital5
P *(93))) > + mos/ : P +9C3)))/))
#ent5 1 D8%444.44 , 6 mos. J <6E%444.44
1ayroll5 Manager G 1 <4%444.44 , 3 J <4%444.44
1hysician G 134%444.44 , < mos. J <4%444.44
2uard G 1 34%444 , < J <4%444.44
% 1hil/ealth% 1ag*ibig J 8%444.44 , 6 J <E%444.44
-perating Cash for 6 months J CC%444.44
Total 55555555555555 Ph3$'"000.00
Cost of Ser$i"e
"9* Caregiver !T'"( (ccredited$ *< , 8%444 , 36 J 1hp<48%444.44
Ktility Aor.er !@asambahay$ * E , 7%444 , 36 J <C4%444.44
3C hrs. duty each.
20
Coo. !@asambahay$ < , 7%444 , 36 J 364%444.44
Total 55555555555555 Ph'9$"
000.00
"M G >ood <7 N 33 J 6C persons , 1hp. 3<4.44Fmeal ,6C4 days J 3%777%<44.44
oap% detergent% etc G 1hp. 74Fmo. , <7 J 3%<74 , 3< J 37%444.44
Total OOOOOOOOOOOOOO.. Ph!"'/0"000.00
'RAN# TOTA! Php (3*493 ())/))
Table C
Emp-oyer Share
SSS PH2!HEA!TH PA'2B2'
< , 8%444 G
Caregiver
7C7.64
3%364.C4
344
<44
344
<44
E , 7%444 G Ktility
Aor.er
676.64
3E36.<4
C<.74
<74
E44
< , 7%444 Coo.
!@asambahay$
676.64
D4C.C4
C<.74
3<7
<44
3 , <4%444 Manager
3%4C4
<74 344
< , 34% 444 2uard
D4C.D4
3% E36.E4
3<7
<74
<44
T-T(95 7%D<6.84 3%4D7
3%344
J 8%444 , 3<
: D43 )))
A-ternati$e So.r"es of in"ome
21
If the proponents will encounter financial difficulties% it can try to see.
assistance from concerned government officials particularly from the 1riority
"evelopment >und of legislators or some sort special funding from the
1resident+s ocial >und.
A-ternati$e So.r"es of Finan"ing
9oans and solicitation
Pro%e"te0 Finan"ia- StatementA
Table D
BAHAY PA'ASA
ProForma 2n"ome Statement
()*, ()*C ()*4 ()*? ()*9
Re$en.e 1E%744%444 1E%744%444 17%E44%444 17%E44%444 17%E44%444
!essACost of
sa-es
1<%3C8%444 1<%3C8%444 1<%D44%444 1<%D44%444 1<%D44%444
'ross Profit 1<%66<%444 1<%66<%444 1<%D44%444 1<%D44%444 1<%D44%444
!essA
E>penses
Rent 13%4<4%444 13%4<4%444 13%4<4%444 13%4<4%444 13%4<4%444
Te-ephone E
Uti-ities
1D8%444 1D8%444 1 D8%444 1D8%444 1D8%444
Payro-- 1E77%444 1E77%444 1744%444 1744%444 1744%444
Other
e>penses
1C%444%44 1C%444%44 1C%444%44 1C%444%44 1C%444%44
Tota-
e>penses
13%77B%444 13%77B%444 13%C4E%444 13%C4E%444 13%C4E%444
EB2T#A 1DD6%444 1DD6%444 13%4BC%444 13%4BC%444 13%4BC%444
!essA
#epre"iation
1<E4%444 1<E4%444 1<E4%444 1<E4%444 1<E4%444
22
ProfitF-ossG
&efore ta>es
1766%444 1766%444 187C%444 187C%444 187C%444
2n"ome ta>
+)5
137B%444 137B%444 1<7C%844 1<7C%844 1<7C%844
Net Profit 16D6%344 16D6%344 17BB%<44 17BB%<44 17BB%<44
Table 8
BAHAY PA'ASA
ProForma Ba-an"e Sheet
()*, ()*C ()*4 ()*? ()*9
ASSETS
Cash 1DD6%444 13%68C%<44 1<%<<7%E44 6%4CE%C44 16%B46%844
E1.ipment 1<44%444 13C4%444 13<4%444 184%444 1E4%444
Fa"i-ities 13%444%444 1844%444 1C44%444 1E44%444 1<44%444
Tota-
Assets
13%B6D%344 1<%6EC%<44 1<%BE7%E44 16%7EE%C44 1E%3E6%844
!ia&i-itiesE
E1.ity
!ia&i-ities 1 * 1 * 1 * 1 * 1 *
Tota-
!ia&i-ities
1 * 1 * 1 * 1 * 1 *
Capita- 13%C44%444 13%C44%444 13%C44%444 13%C44%444 13%C44%444
Retaine0
Earnings
16D6%444 1DEC%444 13%6E7%E44 13%BEE%C44 1<%7E6%844
Tota- E1.ity 13%B6D%344 1<%6EC%<44 1<%BE7%E44 16%7EE%C44 1E%3E6%844
TOTA!
!2AB2!2T2ES
E E=U2TY
13%B6D%344 1<%6EC%<44 1<%BE7%E44 16%7EE%C44 1E%3E6%844
23
Table B
BAHAY PA'ASA
ProForma Statement of Cash F-o@
<43E <437 <43C <43D <438
Iet 1rofit 16D6%344 16D6%344 17BB%<44 17BB%<44 17BB%<44
Investing (ctivities
':uipment !1<44%444$ 1E4%444 1E4%444 1E4%444 1E4%444
>acilities !13%444%444$ 1<44%444 1<44%444 1<44%444 1<44%444
Investment
s
13%C44%444
Iet cash
investing
1E44%444 1<E4%444 1<E4%444 1<E4%444 1<E4%444
Iet cash
change for
the period
1DD6%344 1C36%344 186B%<44 186B%<44 186B%<44
Cash
&eginning
1 * 1DD6%344 13%68C%<44 1<%<<7%E44 16%4CE%444
Cash % end
of the
1eriod
1DD6%344 13%68C%<44 1<%<<7%E44 16%4CE%C44 16%B46%844
24
Chapter VI
SOC2OECONOM2C STU#Y
This pro)ect has a big impact on the general well*being of the senior
citizen. If the elderly will not be a burden to the family members who belong to
the wor.ing class% these bread*winners will improve their productivity% which in
turn will benefit the government.