ASSESSMENT OF BUSINESS PLAN 2024/2025 – 2026/2027

Name of Organisation

Programme applied for funding

Date of Assessment

Assessing Officer

Type of Application  New Application

 Re-Application

NOTE

This format applies to all categories of services. Please note that the information is derived from the business plan. Priority will be given to adequacy of
information contained in the business plan. In the event of a question not relevant to a specific organisation, e.g. a provincial office, indicate under remarks
that question is not relevant, but allocate maximum score.

1
Department of Social Development
Assessment Grid 2021/22 – 2023/24
 APPRAISAL LOW PRIORITY Score TRANSITION Score HIGH PRIORITY Score
APPRAISAL COMPONENTS (5) (10) (15)

Remarks
CLASSIFICATION

Officer

Officer

Officer
Panel

Panel

Panel
1. ADMINISTRATIVE- 1.1 Is the organisation tax The organisation The
AND compliant? is not tax- organisation is
PROGRAMME compliant or tax compliant
DETAILS there is no
evidence of
compliance
1.2 Is the organisation The organisation The The
fully compliant with is not compliant organisation is organisation is
the crucial aspects of with most of the compliant with fully compliant
the NPO Act? crucial aspects of its constitution with its
(number of board the Act as well as few constitution and
members, frequency crucial aspects the Act
of meetings, of the Act
submission of
reports, etc.)
1.3 Does the service The service does The service The service fully
cover the intended not cover the partially covers covers the
scope of service as intended scope the intended intended scope
per the service of service as per scope of service of service as per
specifications (see the service as per the the service
service specifications) specifications? service specifications?
specifications?
1.4 Are services Services are Services are Services are
geographically geographically partially geographically
accessible? inaccessible accessible accessible

2
Department of Social Development
Assessment Grid 2021/22 – 2023/24
 APPRAISAL LOW PRIORITY Score TRANSITION Score HIGH PRIORITY Score
APPRAISAL COMPONENTS (5) (10) (15)

Remarks
CLASSIFICATION

Officer

Officer

Officer
Panel

Panel

Panel
1.5 Are target groups Target groups are Some target Target groups
clearly identified? not clearly groups are are clearly
identified identified identified
1.6 Is there alignment There is no There is partial There is
between the actual alignment alignment alignment
number of between the between the between the
beneficiaries reached, actual reached actual reached actual reached
and the number and the and the and the
targeted? projection projection projection
1.7 Does the service Services are not Services are Services are
reach out to and used by or partially used by used by and
target persons with available to and available to fully available to
disabilities persons with persons with persons with
disabilities at all disabilities disabilities
1.8 Is the service user The service is not The process is The service is
friendly for all people user-friendly for underway to user-friendly for
including people with all people as well make the all people
disabilities? as people with service user- including people
disabilities at all friendly for all with disabilities
people including
people with
disabilities
SECTION 1 TOTAL SCORE

3
Department of Social Development
Assessment Grid 2021/22 – 2023/24
 APPRAISAL LOW PRIORITY Score TRANSITION Score HIGH PRIORITY Score
APPRAISAL COMPONENTS (5) (10) (15)

Remarks
CLASSIFICATION

Officer

Officer

Officer
Panel

Panel

Panel
2. GOVERNANCE – 2.1 Are the functions of Functions are not Some functions Functions are
MANAGEMENT the management clearly indicated are indicated clearly indicated
BOARD board clearly
indicated?
2.2 Does the organisation The management Some members All board
have a sufficiently board does not of the board are members are
qualified and have qualified qualified and adequately
experienced and experienced experienced qualified and
management board members. experienced .
to implement the
service?
2.3 Is the management Management Management Management
board representative board is not board is partially board is fully
of the local representative representative representative
demographics in
terms of race, gender,
etc.?
2.4 Is the organisation The organisation The The
complying to its is not compliant organisation is organisation is
Constitution as it partially fully compliant
relates to terms of compliant
office for office
bearers?

4
Department of Social Development
Assessment Grid 2021/22 – 2023/24
 APPRAISAL LOW PRIORITY Score TRANSITION Score HIGH PRIORITY Score
APPRAISAL COMPONENTS (5) (10) (15)

Remarks
CLASSIFICATION

Officer

Officer

Officer
Panel

Panel

Panel
2.5 Does the Treasurer The Treasurer The Treasurer The Treasurer
have appropriate does not have has limited has appropriate
financial financial financial financial
qualifications and qualifications and qualifications qualifications
experience. experience. and experience. and experience.
GOVERNANCE – 2.6 Does the organisation No staff Inadequate staff Staff members
PERSONNEL have adequate staff members to members to adequate
to implement the implement the implement the enough to
service? service service implement the
service
2.7 Do staff members Staff members Staff members Staff members
have the necessary have no need more have the
and appropriate skills appropriate skills attention and necessary
and experience to and experience training on skills appropriate
implement the to implement the and experience skills and
service? service to implement experience to
the service implement the
service
2.8 Is the staff The staff is not Staff is partially Staff is well
representative of the representative at representative representative
demographics of the all of the
service users within demographics
which the service is of the service
based? users within
which the
service is based

5
Department of Social Development
Assessment Grid 2021/22 – 2023/24
 APPRAISAL LOW PRIORITY Score TRANSITION Score HIGH PRIORITY Score
APPRAISAL COMPONENTS (5) (10) (15)

Remarks
CLASSIFICATION

Officer

Officer

Officer
Panel

Panel

Panel
GOVERNANCE – 2.9 Is there any capacity There is no There are Capacity
CAPACITY building programme capacity building capacity building
BUILDING AND in place for staff service in place building programme in
TRAINING members, for staff services, which place to address
management and partially address all
volunteers? the needs of developmental
staff, needs of staff,
management management
and volunteers and volunteers
SECTION 2 TOTAL SCORE
3. RESOURCES – 3.1 Does the organisation The The The
FINANCIAL manage its funds organisation’s organisation’s organisation
RESOURCES locally? (see bank funds are funds are manages its
statements) managed managed both funds locally
nationally or nationally and
elsewhere locally
3.2 Did the organisation The organisation The The
reflect signatories reflected organisation organisation
and are these signatories and reflected reflected
management / staff these are staff signatories and signatories and
members? members these are these are
management management
board members board members
and staff
members

6
Department of Social Development
Assessment Grid 2021/22 – 2023/24
 APPRAISAL LOW PRIORITY Score TRANSITION Score HIGH PRIORITY Score
APPRAISAL COMPONENTS (5) (10) (15)

Remarks
CLASSIFICATION

Officer

Officer

Officer
Panel

Panel

Panel
3.3 Is the budget realistic The budget is not Some parts of The budget is
and able to meet the realistic at all and the budget are realistic and will
objectives stated? not able to meet realistic and will achieve the
the objectives meet the objectives
stated objectives
stated, but not
all
3.4 Will specified Organisation did Specified Specified
resources enable the not specify resources will resources will
organisation to resources to partially enable definitely
achieve its services? achieve its the organisation enable the
service objectives to achieve its organisation to
objectives achieve its
objectives
RESOURCES – 3.5 Is the physical Organisation has Organisation Organisation
PHYSICAL infrastructure of the insufficient has some has sufficient
RESOURCES organisation sufficient physical physical physical
to implement the infrastructure to infrastructure to infrastructure to
programme implement the implement the implement the
programme programme programme
SECTION 3 TOTAL SCORE
4. PROGRAMME 4.1 Are goals and There is no There is some There is
GOALS AND objectives aligned to alignment alignment alignment
OBJECTIVES the service between between between
specifications? objectives and objectives and objectives and
service service service
specifications? specifications? specifications?

7
Department of Social Development
Assessment Grid 2021/22 – 2023/24
 APPRAISAL LOW PRIORITY Score TRANSITION Score HIGH PRIORITY Score
APPRAISAL COMPONENTS (5) (10) (15)

Remarks
CLASSIFICATION

Officer

Officer

Officer
Panel

Panel

Panel
4.2 Are the objectives Objectives are Some objectives All objectives
SMART in nature not SMART are SMART, but are SMART
(specific, measurable, not all
achievable, realistic
and time bound)?
4.3 Outline of financial No outline of Some goals, All goals,
costs for carrying financial costs for objectives and objectives and
goals and objectives carrying goals, activities are activities are
or activities provided objectives or costed but not financially
(costed per objective) activities all costed and
clearly outlined
4.4 Are the expected Expected Expected All expected
outcomes aligned to outcomes not outcomes are outcomes are
the objectives? specified partially specified
specified
SECTION 4 TOTAL SCORE
5. ORGANISATIONAL 5.1 Does the The The The
TRANSFORMATION organisational organisational organisational organisational
PLAN transformation plan transformation transformation transformation
address the service plan does not plan does not plan addresses
gaps and address gaps and address all gaps all gaps and
transformation transformation and transformation
imperatives as it imperatives as it transformation imperatives as it
relates to services relates to imperatives as it relates to
and / or gender / race services and / or relates to services and / or
gender / race services and / or gender / race
gender / race

8
Department of Social Development
Assessment Grid 2021/22 – 2023/24
 APPRAISAL LOW PRIORITY Score TRANSITION Score HIGH PRIORITY Score
APPRAISAL COMPONENTS (5) (10) (15)

Remarks
CLASSIFICATION

Officer

Officer

Officer
Panel

Panel

Panel
SECTION 5 TOTAL SCORE
6. MARKETING PLAN 6.1 Does the No marketing There is a There is a
organisation’s plan was marketing plan marketing plan
marketing plan reflect attached although targets reflecting
measurable targets / / results are not measureable
results measureable targets / results
SECTION 6 TOTAL SCORE
7. MONITORING 7.1 Are there any No mechanisms There is There is regular
AND EVALUATION mechanisms to in place to occasional review of
monitor and measure monitor and measurement progress based
progress? measure and monitoring on assessment
progress of progress of performance
indicators and
achievements
7.2 Has the organisation No monitoring Organisation Organisation
specified monitoring and evaluation has partially has monitoring
and evaluation tools tools to measure established and evaluation
to measure progress progress and monitoring and tools to
and achievements? achievements evaluation tools measure
to measure progress and
progress and achievements
achievements
SECTION 7 TOTAL SCORE

GRAND TOTAL SCORE (SECTION 1-7)

9
Department of Social Development
Assessment Grid 2021/22 – 2023/24
 RECOMMENDATION STATUS

Business plan conditionally recommended (pending on-site assessment)

Business plan not recommended

NOTES:

The process of calculating the financing for a specific business plan:

- Scores should be completed by both the assessing officer as well as the chairperson of the assessment panel.
- The assessment panel allocates points to a business plan according to specified criteria above.
- The score of the assessment panel, is the score which will ultimately be considered for recommendations.
- The total score given to a business plan, together with the score obtained during the on-site assessment, will determine whether the business plan qualifies for
funding or not.

The ranges will be as follows:

Criterion Range Recommendation Remarks

Low Priority 150 - 295 Business plan not recommended Low priority. Essential but should not be given
preference (Low Priority).

High Priority 300 – 450 Business plan conditionally recommended pending on- High. Should be recommended priority due to
site assessment. advantages to be gained if funded (High Priority).

10
Department of Social Development
Assessment Grid 2021/22 – 2023/24
Comments of the Assessing Officer.

________________________________ _____________________
SIGNATURE DATE
ASSESSING OFFICER

Recommendations by the Panel.

11
Department of Social Development
Assessment Grid 2021/22 – 2023/24
 NAME OF PANEL MEMBERS POSITION SIGNATURE
1.

SIGNATURE CHAIRPERSON TYPE OF FUNDING DATE APPROVED

12
Department of Social Development
Assessment Grid 2021/22 – 2023/24