Important Points For Applicant

Organizations’
Self- Assessment

Philippine Council for NGO

Certification (PCNC)
To help applicant organizations better prepare for the PCNC
evaluation visit which is a critical part of the whole
certification process, they are advised to conduct a
self- assessment using the following guide questions:

1) Are the purposes (VMG) of the organization clear?

2) What are the needs being responded to and who

are the beneficiaries?

3) Do the Board, staff, and beneficiaries understand

the VMG (purposes) well?

4) Are the Board members actively involved in policy

formulation and direction-setting? As evidenced by
what?
5) Do the Board members meet regularly? How often? Is
there proper documentation of minutes and resolutions?

6) Is there evident or possible conflict of interest among the

Board and staff? How? (For example, the Board officers
are family members or the Board members are also
implementors.)

7) Are the Board members serving as volunteers or do they

receive remuneration?

8) Are there clear processes for Board selection and

election?
9) Are actual practices according to their Articles of
Incorporation and By-laws?

10) Is there a clear organizational structure and lines of

accountability?

11) Are there clearly-defined job functions and personnel

policies?

12) Are there enough staff (even if volunteers or seconded by

another organization) or skills necessary to implement the
program/project activities or perform the necessary tasks?
13) Does the organization pay its staff (if any) law-mandated
wages and benefits?

14) Is there an operating system in place?

15) Is there a clear planning process?

16) Is there a monitoring and evaluation system?

17) Is there proper documentation of financial and project
transactions?

18) Are there adequate internal control processes to ensure

financial transparency and accountability, such as:

- properly maintained books of accounts registered with the BIR;

- a bank account in the name of the organization;
- receipts registered with the BIR and properly used;
- pre-numbered check vouchers and at least two (2) check
signatories;
- separate persons for disbursements approval, bookkeeping,
and cash custodianship;
• Internal control processes continued…

- supporting documents of financial transactions properly

maintained for audit;
- an annual audit made by an independent CPA registered with the
PRC, BIR, & accredited by BOA;
- written accounting/financial policies & procedures;
- proper segregation of program & administrative expenses with
administrative expenses not exceeding 30% ?
19) Are there mechanisms in place to ensure sustainability?

20) What are the organization’s linkages?