FORM 1.

1 SELF-ASSESSMENT CHECK
Instruction: This self-assessment instrument will give the trainer necessary
data or information which is essential in planning trainings session. Please
check the appropriate box of your answer to questions below.

Qualification: Bookkeeping NCIII

CAN I? YES NO
BASIC COMPETENCIES
1. Lead workplace communication
1.1 Communicate information about
workplace processes P
1.2 Lead workplace discussion P
1.3 Identify and communicate issues
arising in the workplace P
2. Lead small team
2.1 Provide team leadership P
2.2 Assign responsibilities P
2.3 Set performance expectations for team
members P
3. Develop and practice negotiation skills
3.1 Plan negotiation P
3.2 Participate negotiations P
4. Solve problems related to work activities
4.1 Identify the problem P
4.2 Determine fundamental causes of the
problem P
4.3 Determine corrective action P
4.4 Provide recommendation/s to manager P
5. Use mathematical concepts and
techniques

Date Developed: Nov. Document No.

16,2020
Issued by:
Bookkeepin
g Date Revised:
NCIII Page 1 of 15
Developed by:
ROY VICTOR F.
SUMUGAT Revision # 000
 CAN I? YES NO
5.1 Identify mathematical tools and
techniques to solve problem P
5.2 Apply mathematical procedure/solution P
5.3 Analyze results P
6. User relevant technologies
6.1 Study/select appropriate technology P
6.2 Apply relevant technology P
6.3 Maintain/enhance relevant technology P
COMMON COMPETENCIES
1. Apply quality standards
1.1 Assess quality of received materials P
1.2 Assess own work P
1.3 Engage in quality improvement P
2. Perform computer operations
2.1 Plan and prepare for task to be
taken/undertaken P
2.2 Input data into computer P
2.3 Access information using computer P
2.4 Produce output/data using computer
system P
2.5 Use basic function of a www-browser to
locate information P
2.6 Maintain computer equipment and
systems P
3. Maintain an effective relationship with
clients and customers
3.1 Maintain and clean and hygienic
environment P
3.2 Meet client/customer requirements P
3.3 Build credibility with customer/clients P
4. Manage own performance
Date Developed: Nov. Document No.
16,2020
Issued by:
Bookkeepin
g Date Revised:
NCIII Page 2 of 15
Developed by:
ROY VICTOR F.
SUMUGAT Revision # 000
 CAN I? YES NO
4.1 Plan for completion of own workload P
4.2 Maintain quality of performance P
4.3 Build credibility with customers/clients P
CORE COMPETENCIES
1. Journalize transactions
1.1 Journalizing transaction for sole
proprietorship
1.1.1 Prepare chart of accounts P
1.1.2 Analyze documents P
1.1.3 Prepare journal entry P
1.2 Journalizing transaction for partnership
1.2.1 Prepare chart of accounts P
1.2.2 Analyze documents P
1.2.3 Prepare journal entry P
1.3 Journalizing transaction for corporation
1.3.1 Prepare chart of accounts P
1.3.2 Analyze documents P
1.3.3 Prepare journal entry P
2. Post transactions
2.1 Prepare a ledger P
2.2 Transfer journal entries P
2.3 Summarize ledger P
3. Prepare trial balance
3.1 List account titles P
3.2 Transfer balances from the ledger P
3.3 Summarize trial balance P
4. Prepare financial reports
4.1 Prepare financial reports for sole
proprietorship

Date Developed: Nov. Document No.

16,2020
Issued by:
Bookkeepin
g Date Revised:
NCIII Page 3 of 15
Developed by:
ROY VICTOR F.
SUMUGAT Revision # 000
 CAN I? YES NO
4.1.1 Prepare financial statements P
4.1.2 Analyze financial statements P
4.2 Prepare financial reports for partnership
4.2.1 Prepare financial statements P
4.2.2 Analyze financial statements P
4.3 Prepare financial reports for corporation
4.3.1 Prepare financial statements P
4.3.2 Analyze financial statements P
5. Review internal control system
5.1 Check policy compliance P
5.2 Prepare policy compliance report P

Date Developed: Nov. Document No.

16,2020
Issued by:
Bookkeepin
g Date Revised:
NCIII Page 4 of 15
Developed by:
ROY VICTOR F.
SUMUGAT Revision # 000
Evidences/Proof of Current Competencies
Name: ____________________________________________
Form 1.2 Evidence of current competencies acquired related to
Job/Occupation

Current Competencies Proof of Evidence Means of validating

BASIC COMPETENCIES
1. Lead workplace communication
1.1 Communicate
information about
workplace
processes Submitted COE and
Certificate of COT/ Direct
1.2 Lead
Employment (COE) or verification with the
workplace
Certificate of Training company/ Conduct
discussion
(COT) interview and direct
1.3 Identify and observation
communicate
issues arising in
the workplace
2. Lead small team
2.1 Provide team
leadership
Submitted COE and
2.2 Assign Certificate of COT/ Direct
responsibilities Employment (COE) or verification with the
Certificate of Training company/ Conduct
2.3 Set
(COT) interview and direct
performance
observation
expectations for
team members
3. Develop and practice negotiation skills
3.1 Plan Submitted COE and
negotiation COT/ Direct
Certificate of verification with the
Employment (COE) or company/ Conduct
3.2 Participate Certificate of Training interview and direct
negotiations (COT) observation

Date Developed: Nov. Document No.

16,2020
Issued by:
Bookkeepin
g Date Revised:
NCIII Page 5 of 15
Developed by:
ROY VICTOR F.
SUMUGAT Revision # 000
Current Competencies Proof of Evidence Means of validating
4. Solve problems related to work activities
4.1 Identify the
problem
4.2 Determine Submitted COE and
fundamental COT/ Direct
causes of the Certificate of verification with the
problem Employment (COE) or company/ Conduct
Certificate of Training interview and direct
4.3 Determine (COT) observation
corrective action
4.4 Provide
recommendation/s
to manager
5. Use mathematical concepts and techniques
5.1 Identify
mathematical tools
and techniques to
solve problem
Submitted TOR/
5.2 Apply Transcript of Record
Written exam
mathematical
procedure/solutio
n
5.3 Analyze results
6. User relevant technologies
6.1 Study/select
appropriate
technology
Submitted Training
6.2 Apply relevant Actual Certificates/
technology Demonstration/Trainin Demonstration
g Certificates Checklist/ Direct
6.3
Observation
Maintain/enhance
relevant
technology
COMMON COMPETENCIES
1. Apply quality standards
1.1 Assess quality Certificate of Submitted COE and
Date Developed: Nov. Document No.
16,2020
Issued by:
Bookkeepin
g Date Revised:
NCIII Page 6 of 15
Developed by:
ROY VICTOR F.
SUMUGAT Revision # 000
Current Competencies Proof of Evidence Means of validating
of received
materials COT/ Direct
verification with the
1.2 Assess own Employment (COE) or company/ Conduct
work Certificate of Training interview and direct
(COT) observation
1.3 Engage in
quality
improvement
2. Perform computer operations
2.1 Plan and
prepare for task to
be
taken/undertaken
2.2 Input data into
computer
2.3 Access
information using
computer
Certificate of Training Direct Observation/
2.4 Produce (COT)/Certificate of Demonstration
output/data using Employment (COE) /Submitted Certificates
computer system
2.5 Use basic
function of a www-
browser to locate
information
2.6 Maintain
computer
equipment and
systems
3. Maintain an effective relationship with clients and customers
3.1 Maintain and Certificate of Interview/ Demo/
clean and hygienic Employment (COE) Direct verification with
environment the company
3.2 Meet
client/customer
requirements
3.3 Build
Date Developed: Nov. Document No.
16,2020
Issued by:
Bookkeepin
g Date Revised:
NCIII Page 7 of 15
Developed by:
ROY VICTOR F.
SUMUGAT Revision # 000
Current Competencies Proof of Evidence Means of validating
credibility with
customer/clients
4. Manage own performance
4.1 Plan for
completion of own
workload Direct
Certificate of Observation/Submitte
4.2 Maintain
Employment d performance
quality of
(COE)/Performance evaluation report/
performance
evaluation report Direct verification with
4.3 Build the company
credibility with
customers/clients
CORE COMPETENCIES
1. Journalize transactions
1.1 Journalizing transaction for sole proprietorship
1.1.1 Prepare
None
chart of accounts
1.1.2 Analyze
None
documents
1.1.3 Prepare
None
journal entry
1.2 Journalizing transaction for partnership
1.2.1 Prepare
None
chart of accounts
1.2.2 Analyze
None
documents
1.2.3 Prepare
None
journal entry
1.3 Journalizing transaction for corporation
1.3.1 Prepare
None
chart of accounts
1.3.2 Analyze
None
documents

Date Developed: Nov. Document No.

16,2020
Issued by:
Bookkeepin
g Date Revised:
NCIII Page 8 of 15
Developed by:
ROY VICTOR F.
SUMUGAT Revision # 000
Current Competencies Proof of Evidence Means of validating
1.3.3 Prepare
None
journal entry
2. Post transactions
2.1 Prepare a
None
ledger
2.2 Transfer
None
journal entries
2.3 Summarize
None
ledger
3. Prepare trial balance
3.1 List account
None
titles
3.2 Transfer
balances from the None
ledger
3.3 Summarize
None
trial balance
4. Prepare financial reports
4.1 Prepare financial reports for sole proprietorship
4.1.1 Prepare
financial None
statements
4.1.2 Analyze
financial None
statements
4.2 Prepare financial reports for partnership
4.2.1 Prepare
financial None
statements
4.2.2 Analyze
financial None
statements
4.3 Prepare financial reports for corporation
4.3.1 Prepare None
Date Developed: Nov. Document No.
16,2020
Issued by:
Bookkeepin
g Date Revised:
NCIII Page 9 of 15
Developed by:
ROY VICTOR F.
SUMUGAT Revision # 000
Current Competencies Proof of Evidence Means of validating
financial
statements
4.3.2 Analyze
financial None
statements
5. Review internal control system
5.1 Check policy
None
compliance
5.2 Prepare policy
None
compliance report

IDENTIFYING TRAINING GAPS

Date Developed: Nov. Document No.

16,2020
Issued by:
Bookkeepin
g Date Revised: Page 10 of
NCIII Developed by: 15
ROY VICTOR F.
SUMUGAT Revision # 000
NAME: ___________________________________________________________________

Form 1.3 Summary of Current competencies versus required

Competencies

Required unit of
Competency/Learning Current Training
Outcomes based on Competencies Gap/Requirements
CBC
Journalize Transaction
 Journalizing Transactions for Single Proprietorship
LO 1. Prepare Chart of Prepare chart of
Accounts accounts
LO 2. Analyze
Analyze Documents
Documents
LO 3. Prepare Journal
Prepare Journal Entry
Entry
 Journalizing Transactions for Partnership
LO 1. Prepare Chart of Prepare chart of
Accounts accounts
LO 2. Analyze
Analyze Documents
Documents
LO 3. Prepare Journal
Prepare Journal Entry
Entry
 Journalize Transactions for Corporation
LO 1. Prepare Chart of Prepare chart of
Accounts accounts
LO 2. Analyze
Analyze Documents
Documents
LO 3. Prepare Journal
Prepare Journal Entry
Entry
Post Transaction
LO 1. Prepare Ledger Prepare Ledger
LO 2. Transfer Journal Transfer Journal
Date Developed: Nov. Document No.
16,2020
Issued by:
Bookkeepin
g Date Revised: Page 11 of
NCIII Developed by: 15
ROY VICTOR F.
SUMUGAT Revision # 000
 Required unit of
Competency/Learning Current Training
Outcomes based on Competencies Gap/Requirements
CBC
Entries Entries
LO 3. Summarize Ledger Summarize Ledger
Prepare Trial Balance
LO 1. List Account title List account title and
and transfer balances transfer balances from
from the ledger the ledger
LO 2. Summarize trial
Summarize trial balance
balance
Prepare Financial report
 Preparing Financial Reports for Single Proprietorship
LO 1. Prepare financial Prepare financial
statements statements
LO 2. Analyze financial Analyze financial
statements statements
 Preparing Financial Reports for Partnership
LO 1. Prepare financial Prepare financial
statements statements
LO 2. Analyze financial Analyze financial
statements statement
 Preparing Financial Reports for Corporation
LO 1. Prepare financial Prepare financial
statements statement
LO 2. Analyze financial Analyze financial
statements statement
Review internal control system
LO 1. Check policy Check policy
compliance compliance
Prepare Policy Prepare policy
compliance report compliance report

Date Developed: Nov. Document No.

16,2020
Issued by:
Bookkeepin
g Date Revised: Page 12 of
NCIII Developed by: 15
ROY VICTOR F.
SUMUGAT Revision # 000
Form 1.4: Training Needs
Training Needs (Learning Module Title/Module of
outcomes) Instruction
Journalize Transaction
Journalizing Transactions for Single Journalizing Transaction for Single
Proprietorship Proprietorship

Date Developed: Nov. Document No.

16,2020
Issued by:
Bookkeepin
g Date Revised: Page 13 of
NCIII Developed by: 15
ROY VICTOR F.
SUMUGAT Revision # 000
LO 1. Prepare Chart of Accounts
LO 2. Analyze Documents
LO 3. Prepare Journal Entry
Journalizing Transactions for
Partnership
Journalizing Transaction for
LO 1. Prepare Chart of Accounts Partnership
LO 2. Analyze Documents
LO 3. Prepare Journal Entry
Journalize Transactions for
Corporation
LO 1. Prepare Chart of Accounts Journalizing Transaction for
Corporation
LO 2. Analyze Documents
LO 3. Prepare Journal Entry
Post Transaction
LO 1. Prepare Ledger
LO 2. Transfer Journal Entries Posting Transaction
LO 3. Summarize Ledger
Prepare Trial Balance
LO 1. List Account title and transfer
balances from the ledger Preparing Trial Balance
LO 2. Summarize trial balance
Prepare Financial report
Preparing Financial Reports for
Single Proprietorship
Preparing Financial Reports for
LO 1. Prepare financial statements Single Proprietorship
LO 2. Analyze financial statements
Preparing Financial Reports for
Partnership
Preparing Financial reports for
LO 1. Prepare financial statements Partnership
LO 2. Analyze financial statements
Preparing Financial Reports for Preparing Financial reports for

Date Developed: Nov. Document No.

16,2020
Issued by:
Bookkeepin
g Date Revised: Page 14 of
NCIII Developed by: 15
ROY VICTOR F.
SUMUGAT Revision # 000
Corporation
LO 1. Prepare financial statements Corporation
LO 2. Analyze financial statements
Review internal control system
LO 1. Check policy compliance
Reviewing Internal Control System
Prepare Policy compliance report

Date Developed: Nov. Document No.

16,2020
Issued by:
Bookkeepin
g Date Revised: Page 15 of
NCIII Developed by: 15
ROY VICTOR F.
SUMUGAT Revision # 000