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p. 25 of 203 BACK | NEXT Foreword 1. Introduction to the Guidelines 2. User Instructions 3. Preparing and Appraising Investment Project 3.1. Investment Projects Overview 3.2. Possible Investment Projects 3.3. Appraisal Checklists 3.4. Forecasting 3.5. Preparing Financial Benefit-Cost Analyses 3.6. Loan Covenants 3.7. ADB Reports 4. Financial Management of Executing Agencies 5. Reporting and Auditing 6. Financial Institutions 7. Knowledge Management

Financial Management and Analysis of Projects : 3. Preparing and Appraising Investment Project

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3.3. Appraisal Checklists

3.3.1. The Knowledge Management section provides general checklists for the financial appraisal of a:

• Non-revenue-earning project (see section 7.7)
• Revenue-earning project (see section 7.8)
• Private sector project (see section 7.9), and
• Financial Institution (FI) (see section 7.10).

3.3.2. These checklists are general. Care should be taken in their application. Every project will have different objectives, sectoral and institutional structure, management, and design and implementation approaches.

3.3.3. Revenue-earning projects may be in the public sector or in the private sector. For the purposes of these checklists, private sector projects are defined as projects financed by entrepreneurs in the form of private and public companies. ADB supports private sector projects with the intention of enhancing a country's economic performance by the production of goods and services, particularly for export, but also for local consumption.

3.3.4. Financial institutions range from large-scale apex institutions that service multiple FIs, to industrial and agricultural FIs and microfinance organizations. Particular consideration should be given to an FI's characteristics when applying the general checklist.

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