TORCH TM Edited by Baby - Boy Rhino

Sector : TOURISM
Qualification Title: : EVENT MANAGEMENT SERVIC
Unit of Competency : PLAN AND DEVELOP EVE
Module Title : PLANNING AND DEVELOPING
Metro Dumaguete
E.J. Blanco Drive Extension,
Plan
Training
Session
Events Date Developed: Document No.

July 2022 Issued by:
Management Date Revised:
Services NCIII
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Plan and Develop Emarlyn T. Torcia Dumaguete
Event Proposal or College
Bid Revision #
Data Gathering Instrument for Trainee’s Characteristics
Please answer the following instrument according to the
characteristics described below. Encircle the letter of your choice that best
describes you as a learner. Blank spaces are provided for some data that
need your response.
Name: Edna Mae U. Balderas
Characteristics of learners
Language, literacy and Average grade in: Average grade in:

numeracy (LL&N)
English Math
a. 95 and above a. 95 and above

b. 90 to 94 b. 90 to 94
c. 85 to 89 c. 85 to 89
d. 80 to 84 d. 80 to 84
a. 75 to 79 e. 75 to 79
Cultural and language Ethnicity/culture:
background a. Ifugao
b. Igorot
c. Ibanag
d. Cebuano
e. Muslim
f. Negrense
g. Others( please specify)_____________
Education & general Highest Educational Attainment:
knowledge a. High School Level
b. High School Graduate
c. College Level
d. College Graduate
e. with units in Master’s degree
f. Masteral Graduate
g. With units in Doctoral Level

Management July 2022 Issued by:
Services NCIII Date Revised:
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h. Doctoral Graduate
Sex a. Male
b. Female
Age Your age: 23
Physical ability 1. Disabilities (if any) _____________

None
2. Existing Health Conditions (Existing illness if any)
a. None
b. Asthma
c. Heart disease
d. Anemia
e. Hypertension
f. Diabetes
g. Others(please specify) __________________
Previous experience Work experience

with the topic a. None
Number of years as a (work) ______
Previous learning List down trainings related to events management

experience services.
___________________________
___________________________
___________________________
National Certificates acquired and NC level

Training Level
completed ___________________________
None
___________________________
Special courses Other courses related to qualification

a. Bachelor of Science in Hospitality Management
b. Others (please specify) _________________________
Learning styles a. Visual - The visual learner takes mental pictures of

information given, so in order for this kind of learner
to retain information, oral or written, presentations
of new information must contain diagrams and
drawings, preferably in color. The visual learner
can't concentrate with a lot of activity around him
and will focus better and learn faster in a quiet
study environment.
b. Kinesthetic - described as the students in the
classroom, who have problems sitting still and who
often bounce their legs while tapping their fingers on
the desks. They are often referred to as hyperactive
students with concentration issues.
c. Auditory- a learner who has the ability to remember
speeches and lectures in detail but has a hard time
with written text. Having to read long texts is
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pointless and will not be retained by the auditory

learner unless it is read aloud.
d. Activist - Learns by having a go
e. Reflector - Learns most from activities where they
can watch, listen and then review what has
happened.
f. Theorist - Learns most when ideas are linked to
existing theories and concepts.
g. Pragmatist - Learns most from learning activities
that are directly relevant to their situation.
Other needs a. Financially challenged
b. Working student
c. Solo parent
d. Unemployed
Others (please specify) ___________________________

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FORM 1.1 SELF-ASSESSMENT CHECK
INSTRUCTIONS: This Self-Check Instrument will give the trainer necessary

data or information which is essential in planning training
sessions. Please check the appropriate box of your answer
to the questions below.
BASIC COMPETENCIES
CAN I…? YES NO
1.Lead workplace communication
1.1 Communicate information about workplace processes 
1.2 Lead workplace discussions 
1.3 Identify and communicate issues arising in the workplace 
2. Lead small teams
2.1 Provide team leadership 
2.2 Assign responsibilities 
2.3 Set performance expectations for team members 
2.4 Supervise team performance 
3. Develop and practice negotiation skills
3.1 Plan negotiations 
3.2 Participate in negotiations 
4. Solve problems related to work activities
4.1 Identify the problem 
4.2 Determine fundamental causes of the problem 
4.3 Determine 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 
5.2 Apply mathematical procedure/solution 
5.3 Analyze results 
BASIC COMPETENCIES
CAN I…? YES NO
6. Use relevant technologies
6.1 Study/select appropriate technology 
6.2 Apply relevant technology 

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BASIC COMPETENCIES
CAN I…? YES NO
COMMON COMPETENCIES
CAN I…? YES NO
1. Roster staff
1.1 Develop and implement staff rosters 
1.2 Maintain staff records 
2. Control and order stock
2.1 Maintain stock levels and records 
2.2 Process stock orders 
2.3 Minimize stock losses 
2.4 Follow-up orders 
2.5 Organize and administer stocks 
3. Train small groups
3.1 Prepare for training 
3.2 Deliver training 
3.3 Provide opportunities for practices 
3.4 Review training 
4. Establish and conduct business relationships
4.3 Make formal business agreements 
4.4 Foster and maintain business relationships 
CORE COMPETENCIES
CAN I…? YES NO
1. Plan and develop event proposal or bid
1.1 Interpret event brief 
1.2 Develop proposal and bid details 
1.3 Develop bid materials 

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CORE COMPETENCIES
CAN I…? YES NO
1.4 Submit or present the bid or proposal on time 
2. Develop an event concept
2.1 Identify overall event objectives and scope 
2.2 Establish event concept theme and format 
3. Develop event program
3.1 Identify conference objectives 
3.3 Finalize program details 
4. Select event venue and site
4.1 Analyze venue or site requirements 
4.2 Source event venues or sites 
4.3 Confirm venue or site arrangements 
5.Develop and update event industry knowledge
5.1 Source and apply information on the structure and operation of 
the event industry
5.2 Source and apply information on ethical and legal issues for the 
event industry
5.3 Source and apply information on event industry technology 
5.4 Update event industry knowledge 
6.Provide on-site event management services
6.1 Prepare for on-site management 
6.2 Oversee meeting/event setup 
6.3 Monitor meeting/event operation 
6.4 Oversee meeting/event breakdown 
7.Manage contractors for indoor events
7.1 Identify event operational requirements 
7.2 Source contractors 
7.3 Monitor contractors 
8.Develop and update knowledge on protocol
8.1 Seek information on appropriate protocol 
8.2 Integrate appropriate protocol procedures into work activities 
8.3 Update knowledge on protocol 

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Evidences/Proof of Current Competencies
Form 1.2: Evidence of Current Competencies acquired related to

Job/Occupation
Current competencies Proof/Evidence Means of validating
BASIC
1. Participate in workplace communication
1.1 Obtain and convey
workplace information
Submitted authenticated TOR
Called issuing school to
validate
1.2 Participate in workplace
Transcript of Record
meetings and discussions
Written Examination
Oral Examination

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1.3 Complete relevant work-
related documents
2. Work in a Team environment
2.1 Describe team role and
scope
2.2 Identify own role and Called issuing school to
responsibility within the validate
team
Written Examination
2.3 Work as a team member Oral Examination
3. Practice career professionalism
3.1 Integrate personal
objectives with
organizational goals Submitted authenticated TOR
3.2 Set and meet work
validate
priorities Transcript of Record
3.3 Maintain professional Written Examination
growth and development Oral Examination
4. Practice Occupational Health and Safety Procedures
4.1 Identify hazards and
risks
4.2 Evaluate hazards and
risks
validate
4.3 Control hazards and
risks Written Examination
Oral Examination
4.4 Maintain Occupational
Heath and Safety
COMMON COMPETENCIES
1. Roster staff
1.1 Develop and implement Submitted authenticated TOR
staff rosters Called issuing school to
validate
1.2 Maintain staff records
Written Examination
Oral Examination
2.1 Maintain stock levels
and records
2.2 Process stock orders Submitted authenticated TOR
Transcript of Record validate
2.3 Minimize stock losses
Written Examination
2.2 Process stock orders Oral Examination
2.4 Follow-up orders

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2.5 Organize and administer
stocks
3.1 Prepare for training Submitted authenticated TOR
3.2 Deliver training
validate
3.3 Provide opportunities for Transcript of Record
practices Written Examination
Oral Examination
3.4 Review training
4.1 Establish and conduct

business relationships
4.2 Conduct negotiations
4.3 Make formal business validate
agreements
Transcript of Record Written Examination
4.4 Foster and maintain Oral Examination
CORE COMPETENCIES
1.1 Interpret event brief
1.2 Develop proposal and bid
details
1.3 Develop bid materials
1.4 Submit or present the
bid or proposal on time
2.1 Identify overall event Submitted authenticated TOR
objectives and scope Called issuing school to
validate
2.2 Establish event concept
theme and format
Written Examination
Oral Examination
Demonstration
3.1 Identify conference Submitted authenticated TOR
objectives Called issuing school to
validate
3.2 Design event program
3.3 Finalize program details Written Examination
Oral Examination
Demonstration

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4.1 Analyze venue or site Submitted authenticated TOR
requirements Called issuing school to
validate
4.2 Source event venues or
sites
Transcript of Record Written Examination
4.3 Confirm venue or site
arrangements Oral Examination
Demonstration
5. Develop and update event industry knowledge
5.1 Source and apply
information on the structure
and operation of the event
industry Submitted authenticated TOR
validate
information on ethical and
legal issues for the event
industry Written Examination
5.3 Source and apply Oral Examination
information on event Demonstration
industry technology
5.4 Update event industry
knowledge
6. Provide on-site event management services
6.1 Prepare for on-site Submitted authenticated TOR
management Called issuing school to
validate
6.2 Oversee meeting/event
set up
Written Examination
6.3 Monitor meeting/event
operation Oral Examination
Demonstration
6.4 Oversee meeting/event
breakdown
7. Manage contractors for indoor events
7.1 Identify event operational
requirements
7.2 Source contractors
Transcript of Record Called issuing school to
7.3 Monitor contractors validate
Written Examination
Oral Examination
Demonstration
8.1 Seek information on Submitted authenticated TOR

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appropriate protocol Transcript of Record Called issuing school to
validate
8.2 Integrate appropriate
protocol procedures into
work activities Written Examination
8.3 Update knowledge on Oral Examination
protocol Demonstration

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Identifying Training Gaps
From the accomplished Self-Assessment Check (Form 1.1) and the

evidences of current competencies (Form 1.2), the Trainer will be able to
identify what the training needs of the prospective trainee are.
Form 1.3 Summary of Current Competencies Versus Required

Competencies
Required Units of Competency/ Current Competencies Training Gaps/

Learning Outcomes Requirements
BASIC
1. Lead workplace communication
1.1 Communicate information Communicate
about workplace processes information about
workplace processes
1.2 Lead workplace Lead workplace
discussions. discussions.
1.3 Identify and communicate Identify and
issues arising in the workplace communicate issues
arising in the workplace
2. Lead small teams
2.1 Provide team leadership Provide team
leadership
2.2 Assign responsibilities Assign responsibilities
2.3 Set performance expectations Set performance
for team members expectations for team
members
2.4 Supervise team performance Supervise team
performance
3.Develop and practice negotiations skills
3.1 Plan negotiations Plan negotiations
3.2 Participate in negotiations Participate in
negotiations
4.Solve problem related to work activities
4.1 Identify the problem Identify the problem
4.2 Determine fundamental Determine fundamental
causes of the problem causes of the problem
4.3 Determine corrective action Determine corrective
action
4.5 Provide recommendation/s to Provide

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manager recommendation/s to
manager
5.1 Identify mathematical tools Identify mathematical
and techniques to solve problem tools and techniques to
solve problem
5.2 Apply mathematical Apply mathematical
procedure/solution procedure/solution
5.3 Analyze results Analyze results
6.Use relevant technologies
6.1 Study/select appropriate Study/select
technology appropriate technology
6.2 Apply relevant technology Apply relevant
technology
6.3 Maintain/enhance relevant Maintain/enhance
technology relevant technology
Required Units of Current Competencies Training Gaps/
Competency/Learning Outcomes Requirements
based on CBC
COMMON
1. Roster staff
1.1 Develop and implement staff Develop and implement
rosters staff rosters
1.2 Maintain staff records Maintain staff records
2.1 Maintain stock levels and Maintain stock levels
records and records
records and records
2.3 Manage stock losses Manage stock losses
2.4 Follow-up orders Follow-up orders
2.5 Organize and administer Organize and administer
stocks stocks
3.1 Prepare for training Prepare for training
3.2 Deliver training Deliver training
3.3 Provide opportunities for Provide opportunities for
practices practices
3.4 Review training Review training
4.Establish and conduct business relationships
4.1 Establish and conduct Establish and conduct

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business relationships business relationships
4.2 Conduct negotiations Conduct negotiations
4.3 Make formal business Make formal business
agreements agreements
4.4 Foster and maintain Foster and maintain
Required Units of Current Competencies Training Gaps/
Competency/Learning Outcomes Requirements
based on CBC
CORE
1.1 Interpret event brief Interpret event brief
1.2 Develop proposal and bid Develop proposal and
details bid details
1.3 Develop bid materials Develop bid materials
1.4 Submit or present the bid or Submit or present the
proposal on time bid or proposal on time.

2.1 Identify overall event Identify overall event
objectives and scope objectives and scope
2.2 Establish event concept Establish event concept
theme and format theme and format
3.1 Identify conference objectives Identify conference
objectives
3.2 Design event program Design event program
3.3 Finalize program details Finalize program details
4.1 Analyze venue or site Analyze venue or site
requirements requirements
4.2 Source event venues or sites Source event venues or
sites
4.3 Confirm venue or site Confirm venue or site
arrangements arrangements
5.1 Source and apply Source and apply
information on the structure and information on the
operation of the event industry structure and operation
of the event industry

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information on ethical and legal information on ethical
issues for the event industry and legal issues for the
event industry
information on event industry information on event
technology industry technology
5.4 Update event industry Update event industry
knowledge knowledge
6.1 Prepare for on-site Prepare for on-site
management management
6.2 Oversee meeting/event set Oversee meeting/event
up set up
6.3 Monitor meeting/event Monitor meeting/event
operation operation
6.4 Oversee meeting/event Oversee meeting/event
breakdown breakdown
7.1 Identify event operational Identify event

requirements operational
requirements
7.2 Source contractors Source contractors
7.3 Monitor contractors Monitor contractors
8. Develop and update knowledge on protocol
8.1 Seek information on Seek information on
appropriate protocol appropriate protocol
8.2 Integrate appropriate Integrate appropriate
protocol procedures into work protocol procedures into
activities work activities
8.3 Update knowledge on Update knowledge on
protocol protocol

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Form No. 1.4: Training Needs
Training Needs Module Title/

(Learning Outcomes) Module of Instruction
1. Interpret event brief
2. Develop proposal and bid details Planning and Developing event
Proposal or Bid
3. Develop bid materials
4. Submit or present the bid or proposal on
time

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SESSION PLAN
Sector : Tourism
Qualification Title : Event Management Services NC III
Unit of Competency : Plan and Develop event Proposal or Bid
Module Title : Planning and Developing event Proposal or Bid
Learning Outcomes:
After 8 hours of learning activities, the trainees will be able to effectively:
2. Develop proposal and bid details
4. Submit or present the bid or proposal on time
A. INTRODUCTION
This module covers the knowledge, skills, behavior and motivations required to plan and develop proposals and bids for the staging of meetings
and events. Depending on the context, this role could be performed by a wide range of individuals including event managers, local or regional
tourism managers, venue managers and marketing managers.
B. LEARNING ACTIVITIES
Learning Content Methods Presentation Practice Feedback Resources Time
LO 1: Interpret event brief

Modular Self-paced Read Information Answer Self-check Compare answers with 30
1. Event Marketing learning Sheet 1.1-1 on Event 1.1-1 Event answer key 1.1-1 CBLM mins
Lecture/discussion Marketing Marketing
2. Event Marketing Modular Self-paced Read Information Answer Self-check Compare answers with CBLM 30
Mix learning Sheet 1.1-2 Event 1.1-2 Event answer key 1.1-2 mins
Lecture/discussion Marketing Mix Marketing Mix
LO 2: Develop proposal and bid details
Date Developed: Document No.

Events Management July 2022 Issued by:
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Plan and develop event
proposal or BId Emarlyn T. Torcia
Revision #
1. Proposal/ Modular Self-paced Read Information Answer Self-check Compare answers with
Bidding Process learning Sheet 1.2-1 Proposal/ 1.2-1 answer key 1.2-1 30
Lecture/discussion Bidding Process Proposal/Bidding CBLM
mins
Process
2. Typical Modular Self-paced Read Information Answer Self-check Compare answers with
Bid/Proposal learning Sheet 1.2-2 Typical 1.2-2 Typical answer key 1.2-2
30
Requirements and Lecture/discussion Bid/Proposal Bid/Proposal
CBLM mins
Formats Requirements and Requirements and
Formats Formats
Demonstration Study Task sheet 1.2- Perform Task sheet Check Performance with
1 Create proposal and 1.2-1 1 Create Performance Criteria Computer
bid details proposal and bid Checklist 1.2-1 Printer 1 hour
details Internet
Connection
LO 3: Develop bid materials
1. Bid Materials Modular Self-paced Read Information Answer Self-check Compare answers with CBLM 30
learning Sheet 1.3-1 Bid 1.3-1 answer key 1.3-1 mins
Lecture/discussion Materials
Demonstration Study Task sheet 1.3- Perform Task sheet Check Performance with Computer
1 1.3-1 Develop Bid Performance Criteria Printer
Develop Bid Materials Materials Checklist 1.3-1 Internet 30
Connection mins
2. Bid Materials Modular Self-paced Read Information Answer Self-check Compare answers with
Format learning Sheet 1.3-2 Bid 1.3-2 answer key 1.3-1 CBLM 30
Lecture/discussion Materials Format mins
Demonstration Study Task sheet 1.3- Perform Task sheet Check Performance with Computer
2 1.3-2 Format bid Performance Criteria Printer
Format Bid Materials materials Checklist 1.3-2 Internet 1 hr
Connection
3. Promotional Modular Self-paced Read Information Answer Self-check Compare answers with CBLM 30
Techniques learning Sheet 1.3-3 answer key 1.3-3 mins
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Lecture/discussion 1.3-3 Promotional
Techniques
LO 4: Submit or present the bid or proposal on time
1.Bid Proposal Modular Self-paced Read Information Answer Self-check Compare answers with 30
learning sheet 1.4-1 answer key 1.4-1 CBLM mins
Lecture/discussion 1.4-1 Bid Proposal
2.Visual Effects for Modular Self-paced Read Information Answer Self-check Compare answers with 30
a Winning Bid learning sheet 1.4-2 answer key 1.4-2 CBLM mins
Proposal Lecture/discussion 1.4-2 Visual Effects
for Bid Proposal
Demonstration Study Task sheet 1.3- Perform Task sheet Check Performance with 1 hour
1 Create Visual effects 1.3-1 Create Visual Performance Criteria Computer
for Bid Proposal effect for Bid Checklist 1.3-1 Printer
Proposal Internet
Connection
C. ASSESSMENT PLAN
 Written Test
 Performance Test
 Oral Questioning
D. TEACHER’S SELF-REFLECTION OF THE SESSION
After accomplishing this session plan, the trainees must be able to plan and develop event proposal or bid.

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COMPETENCY BASED LEARNING MATERIALS
Sector: Tourism
Qualification Title: Events Management Services NCIII
Unit of Competency: Plan and Develop event Proposal or Bid
Module Title: Planning and Developing event Proposal or Bid
Name of your School: Metro Dumaguete College
HOW TO USE THIS COMPETENCY –BASED

LEARNING MATERIALS

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Welcome!
The core unit of competency, Plan and Develop Event Proposal or Bid, is
one of the competencies of Event Management Services NC III, a course
which comprises the knowledge, skills and attitudes required for a TVET
trainee to possess.
The module, Planning and Developing Event Proposal or Bid, contains

knowledge, skills, behavior and motivations required to plan and develop
proposals and bids for the staging of meetings and events. Depending on the
context, this role could be performed by a wide range of individuals
including event managers, local or regional tourism managers, venue
managers and marketing managers. This is prepared to help you achieve the
required competency in Events Management Services NCIII.
In this module, you are required to go through a series of learning

activities in order to complete each learning outcome. In each learning
outcome are Information Sheets, Self-Checks, and Task Sheets. Follow and
perform the activities on your own. If you have questions, do not hesitate to
ask for assistance from your facilitator.
The goal of this module is the development of practical skills. You

must learn the basic concepts and terminology to gain these skills. For most
part, you will get this information from the Information Sheets.
This will be the source of information for you to acquire knowledge

and skills in this particular competency independently and at your own pace
with minimum supervision or help from your trainer.
You will be given plenty of opportunity to ask questions and practice

on the job. Make sure you practice your new skills during regular work shift.
This way you will improve both your speed and memory as well as your
confidence.
Reminder:

Management
Date Revised: Metro
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 Read Information Sheet, perform Task Sheet, Job Sheet or Operation
Sheet until you are confident that your outputs conform to the Self-Check
(Answer Key) and Performance Criteria Checklist that follows the sheet.
Suggested references are included to supplement the materials provided
in this module.
 When you feel confident that you have had sufficient practice to achieve
competency, perform and submit output of the Task Sheet, Job Sheet or
Operation Sheet to your facilitator for evaluation and recording in the
Accomplishment Chart. Output shall serve as your portfolio during the
Institutional Competency Assessment. When you feel confident that you
have had sufficient practice, ask your trainer to evaluate you. The results
of your institutional assessment will be recorded in your Progress Chart.
You must pass the Institutional Competency Assessment for this

competency before moving to another competency. A Certificate of
Achievement will be awarded to you after passing the evaluation.
You need to complete this module before you can perform the module on
Developing an Event Concept.
PARTS OF A COMPETENCY-BASED LEARNING MATERIAL

PACKAGE
Events
Management
Date Revised: Metro
Services NCIII
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References/Further Reading
Performance Criteria Checklist

Operation/Task/Job Sheet
Self-Check Answer Key
Self Check
Information Sheet
Learning Experiences
Learning Outcome Summary
Module
Module Content
Content
Module
List of
Content
Competencies
Module Content
Front Page
In our efforts to standardize CBLM, the

above parts are recommended for use in
Competency Based Training (CBT) in
Technical Education and Skills
Development Authority (TESDA)
Technology Institutions. The next
sections will show you the components
and features of each part.

Management
Date Revised: Metro
Services NCIII
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EVENT MANAGEMENT NCIII
COMPETENCY-BASED LEARNING MATERIALS
List of Competencies
No. Unit of Competency Module Title Code

Basic Competency
Lead workplace Leading workplace 500311109

1.
communication communication
500311110
2. Lead small teams Leading small teams
Develop and practice Developing and practice 500311111

3.
negotiation skills negotiation skills
Solve problems related Solve problems related 500311112

4.
to work activities to work activities
Use mathematical
Using mathematical 500311113
5. concepts and
concepts and techniques
techniques
Use relevant Using relevant 500311114

6.
technologies technologies
Common Competency
TRS311206
7. Roster staff Rostering staff
Control and order Controlling and order TRS311207

8.
stock stock
TRS311207
9. Train small groups Training small groups
Establishing and
Establish and conduct TRS311207
10. conducting business
relationships

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Core Competency
Planning and
Plan and develop TRS342315
11. developing event
event proposal or bid
proposal or bid
Develop an event Developing an event TRS342315

12.
concept concept
Developing event TRS342315

program
Select event venue and Selecting event venue TRS342315

14.
site and site
Develop and update Developing and

TRS342319
15. event industry updating event industry
knowledge knowledge
Provide on-site event Providing on-site event TRS342320

16.
management services management services
Manage contractors for Managing contractors TRS342321

17.
indoor events for indoor events
Develop and update Developing and update TRS342322

18.
knowledge on protocol knowledge on protocol

Management
Date Revised: Metro
Services NCIII
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MODULE CONTENT
UNIT OF COMPETENCY: PLAN AND DEVELOP EVENT PROPOSAL OR

BID
MODULE TITLE: PLANNING AND DEVELOPING EVENT
PROPOSAL OR BID
MODULE DESCRIPTOR:
This module covers the knowledge, skills, behavior and motivations
required to plan and develop proposals and bids for the staging of meetings
and events. Depending on the context, this role could be performed by a
wide range of individuals including event managers, local or regional
tourism managers, venue managers and marketing managers.
NOMINAL DURATION: 8 HRS
LEARNING OUTCOMES:
At the end of this module, you MUST be able to:
2. Develop proposal and bid details
4. Submit or present the bid or proposal on time
ASSESSMENT CRITERIA:
1. The contents of the event brief are accurately interpreted and
the company’s capacity to meet stated requirements is
assessed.
2. Action required for the development of the proposal or bid is
identified and planned.
3. Liaison with customer is undertaken to clarify requirements
when appropriate.
4. Details for inclusion in the proposal/bid are developed after
consultation with suppliers and other relevant agencies.
5. Options to meet and where possible, exceed the expectations
of the customer are developed including integration of current
and emerging technology.
6. Possible competitors are evaluated and strategies to address
competitive issues are developed.
7. Bid materials are prepared within the designated time lines in
accordance with the requirements of the brief.
8. Materials are presented in a format that maximizes the use of
presentation and promotional techniques.
9. The proposal/bid is delivered within the prescribed time line.

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10. Proposal/bid presentation is conducted with maximum
visual/retention impact.

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LEARNING OUTCOME NO. 3
DEVELOP BID MATERIALS
Contents:
1. The proposal/bidding process for a specific meeting/event,

including effective assessment of the event brief, coordination of all
details and resources to meet the bid
2. Requirements and professional presentation of bid materials and

documents
3. Typical bid/proposal requirements and formats.
4. Industry practices relevant to event management
5. Organizational skills in terms of event planning
Assessment Criteria
1. Bid materials are prepared within the designated time lines in

accordance with the requirements of the brief.
2. Materials are presented in a format that maximizes the use of

presentation and promotional techniques.
Conditions
The participants will have access to:
1. LCD Projector (optional)

2. Overhead Projector (optional)
3. Computer
4. Printer
Assessment Method:
1. Oral questioning or interview

2. Review of portfolios of evidence of on-the-job performance by the
candidate
3. Third-party workplace reports of on-the-job performance by the
candidate

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Learning Experiences
Learning Outcome No.3
DEVELOP BID MATERIALS
Learning Activities Special Instructions
Read Information Sheet 1.3-1 Bid Materials In this learning outcome you will be able
to enhance the knowledge, skills,
Answer Self-check 1.3-1
behavior and motivations required to plan
and develop proposals and bids for the
Study Task sheet 1.3-1 staging of meetings and events.
Develop Bid Materials Depending on the context, this role could
be performed by a wide range of
Perform Task sheet 1.3-1 Develop Bid individuals including event managers,
Materials local or regional tourism managers, venue
Read Information Sheet 1.3-2 Different Bid managers and marketing managers.
Materials Format Read and understand the information
sheet provided.
Answer Self-check 1.3-2 If you have some problem on the content
Study Task sheet 1.3-2 of the information sheet don’t hesitate to
Format Bid Materials approach your facilitator.
If you feel that you are now
Perform Task sheet 1.3-2 Format Bid knowledgeable on the content of the
Materials information sheet, you can now answer
self-check provided in the module.
Read Information Sheet
Compare your answers with the answer
1.3-3 Promotional Techniques
key after every exam.
Answer Self-check 1.3-3
Perform the Task Sheet and evaluate your
performance using the criteria checklist.
If you fail, keep on trying.
If you pass, you may proceed to the next
After correctly doing all the activities for

this Learning Outcome, you are ready to
proceed to the next Learning Outcome:
Submit or present the bid or proposal on
time

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Information Sheet 1.3-1
Visual Effects for Bid Proposal
Learning Objectives:
After reading this INFORMATION SHEET, YOU MUST be able to:
1. Identify bid
2. Describe different kinds of bid materials.
3. Design a bid material according to the specific event given.
Time allotment: 30 minutes

Introduction:
When organizations are required to enter into a formal bid process in
order to win the right to stage an event, there are two tasks. The first task is
to develop a bid proposal and to submit the document to the selecting
authority by the required date. In addition, it is often advantageous to
attend a meeting of the selecting authority and make a formal presentation
that draws out the main points or highlights of their proposal and to answer
any questions that may arise.
The Bid/Proposal
In general, it is an indication of willingness to buy or sell goods or
services or to undertake a task, at a specific price and within a specific
timeframe. For contracting parties, it is a complete proposal (submitted in
competition with other bidders) to execute specified job(s) within prescribed
time, and not exceeding a proposed amount (that usually includes labor,
equipment, and materials). The bid-receiving party may reject the bid, make
a counter offer, or turn it into a binding contract by accepting it. In
procurement of goods or services, the bid and proposal (B&P) are a firm's
plan(proposal) and proposed cost(bid)for fulfilling the conditions outlined in
a request for proposal (RFP) or other information gathering or supplier
contact activity. The development of a bid and proposal takes place early in
the procurement process, and the resulting proposal will be subject to
review by the purchaser and negotiation between the two parties. Developing
a bid and proposal takes place before a contract vehicle is in place, meaning
that firms undertake the costly tasks of proposal-writing and cost estimation
before they area awarded a contract. Often in official use of these two terms
a "bid" supposes the limits or scope of work is similar and usually the lowest
"bid" is awarded work, especially in government contracts. Proposals mean
the entity is fully aware the details and scope of work may vary and the
work is awarded to the best "plan" and NOT the cheapest, lowest price.
Quality and quantity are more of a consideration when proposals are taken
seriously as opposed to the lowest "bid"

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Proposal or bid materials may include:
1. Text Document
2. Electronic presentation
3. Video tape, DVD’s or other multimedia options
4. Props
5. Other promotional items
Before you start writing an email announcement for an event or

designing a brochure featuring a new program, first and foremost, do you
really need to create something new? Does this already exist somewhere
else? Can you recycle or reuse content (with permission)?
Even if it’s not exactly what you need, can you look to similar
initiatives for inspiration or advice? Effective materials target (1) the right
audience with (2) the right message. Always keep in mind that before
starting to create materials, know what is your goal? Who is your audience?
Where is your audience? What materials work best with this audience? If
you need a flyer, is paper the medium your audience uses? Or are they
reading a flyer by email or a website? Or even Twitter or Facebook? When
you say you need “a flyer”, do you really mean an email and/or web
announcement? Before you start designing a message and materials, it is
very important to know if the distribution channel will be paper or digital.
This determines everything from budget to timeline to the type of software
used to make the materials. If your materials need professional printing,
make sure you have room for this in your timeline. Does this project require
a budget? How will you pay to print materials or sponsor ads? Going back to
your goals, can you achieve these through free options?
Messaging
What are your key message points? Keep it short and to the point!
This is where communications efforts often stray from stated goals. Go back
a few steps and remind yourself who your audience is. What’s in it for them?
Why should they care? What are the benefits to your customer/user? What
action do you want your audience to take? Register for an event? Fill out an
application? Ask them to do this in your message. This is a “call to action”.
Do you have a landing page? This is important if you’re asking others to
share your message with their audiences, including in email newsletters or
forwarding to list servers. A web page or online news post will also help you
track interest.
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Self- Check 1.3-1
Multiple Choice:
Select the letter/s of the best answer/s by writing your choice/s on a
separate sheet of paper.
1. This is a firm's plan (proposal) and proposed cost (bid) for fulfilling the
conditions outlined in a request for proposal (RFP) or other information
gathering or supplier contact activity
a. bid or proposal
b. event
c. activity
D. conference
2. Proposal or bid materials include:
a. attractive design
b. news brief
c. electronic presentations
d. videotapes, or DVDs
3. Before starting to create bid materials, what are some preliminaries that
you should consider?
a. goal statement of the company
b. target audience
c. local rules and regulations
d. company staff
4. So that your bid materials will convey message to the reader, what should
you consider?
a. expertise of the team in staging an event
b. what actions do you want your audience to take?
c. benefits that your customer will get out of the event
d. co-ordination experience of the team
5. What should you include in your material in order to track the interest of
your customer?
a. email
b. online post
c. your name
d. event title

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ANSWER KEY 1.3-1
1. a
2. c
3. a
4. b
5. a

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TASK SHEET 1.3-1
Title: Develop an Event Proposal
Performance Objective: Given the tools, materials and equipment, develop an event material
using your computer (30 mins.)
Supplies/Materials: Internet connection, Bond paper
Equipment : Computer Set/ Laptop, Printer
Steps/Procedure:
1. Use the template below.
2. Develop an electronic event material for a wedding of a famous couple in your locality.
3. Include the important details in your proposal. If possible, you may improve the template
according to your creativity.
4. Submit your proposal to your trainer through power point presentation.
Assessment Method: Presentation and Demonstration
Performance Criteria Checklist 1.3-1

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CRITERIA
YES NO
Did you...?
1. Use the given template?
2. Improved the template according with the
proposed event?
3. Include important details in the proposal?
4. Show finished materials

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Bid Materials Format
1. Identify formatting.
2. Describe a proper format to be used in a bid material
3. Discuss the importance of proper formatting of a bid material.

Introduction:
Your document’s presentation may seem like a small point. Yet it
could be the difference between your hard work being read and acted on or
it being put aside for a ‘later’ that never comes.
The appearance of your document is the first impression your would-
be reader gets. It needs to hook them in and encourage them to read on.
There’s nothing very enticing about a wall of text, tiny fonts or endless
tables. (Jacob Funnell)
Formatting tips to get your document read
1) White space is not wasted space
White space is simply anywhere on the
page where there is no text or images. Don’t be
fooled into thinking this space is ‘wasted’.
Wider margins are your friend. They reduce
the length of each individual line of text,
making your writing easier for your readers’
eyes to scan. And they create mental
‘breathing space’* that makes the whole
document more pleasant to read.
Of course, most of us have been tempted
at some point to make a document’s margins
narrower and lines of text longer, in order to reduce the overall length. A
document that was once three-and-a-half pages will instantly become a nice
round three. (We even had one client proudly tell us how consultants had
redesigned their templates to reduce margins down to a minimum, to save
paper.)
But this is a bad idea. Yes, you’ll hand over a document with fewer
pages–but every one of those pages will look less professional and be more
difficult to read. Better to use more paper than waste all of it. Avoid the
temptation to squeeze as much text onto a page as possible – your reader
will thank you for it.

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2) Use fonts well
Both serif fonts (e.g., Garamond or Times New Roman) or sans-serif
fonts (e.g., Helvetica or Arial) are fine for business documents. Try pairing
fonts: use one kind of font for the headlines and subheads, and another for
the body text. If you’re using a serif font for the body text, try using a sans-
serif font for the headlines, or vice versa. And resist the urge to use too
many different fonts: no more than two on a page is a good rule of thumb.
You can also try pairing two fonts from the same font family; for
example, using Lucida Bright for the headings and Lucida Sans for the body
text.
3) Use headlines and subheads as signposts

Headlines and subheads are crucial signposts for the reader. Used
effectively, they can summarize the entire story of a document by themselves
and guide the reader through your most important points. They also break
up large blocks of text, which can be hugely off-putting.
Format headlines and subheads in bold (and in a larger font size if
you like). In the documents we analyze for participants in our courses, we
often see people using underline for subheads (or bold and underline). But
this isn’t necessary and can look cluttered or old-fashioned. Bold is enough
by itself.
4) Use lists and tables carefully
Lists are an effective way to draw the eye, but that’s probably why
they’re frequently overused. Always bear in mind that each extra list that
you add reduces the impact of every other list on the page.
Some documents even consist mainly of lists – probably because
they’re easy to write. But what’s easier for the author is much harder for the
reader. Such documents are disjointed and therefore usually difficult to
follow.
Tables are often a handy substitute for lists, as well as a neat way to
format straightforward information. They’re especially useful if you need to
compare two or more things directly, against the same criteria. (For
example, you might need to compare sales figures or possible outcomes of
different courses of action).
When formatting tables, avoid using gridlines that run close to the
text. Instead, insert space above and below it (using the paragraph
formatting menu, if you’re using Microsoft Word). And experiment with
taking out vertical – or even all – internal gridlines. The extra space around
the information should make it easier to read. You can differentiate long
rows by shading every other one. In Word, you can do this by going to Table
tools→Design.

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5) Draw attention with boxes
Boxes can form a vital entry-point into your document. Do you have a
fact or piece of information that you know will interest your reader? A box
will help you make the most of that. On the other hand, boxes are also a
good place to put information that doesn’t easily fit into the natural flow of
your body text. Remember that a box needs to make sense on its own, as it
will probably be read before the main text. You can make a box stand out by
giving it a different font to the rest of the text (but remember to stick to a
maximum of two fonts in your document), or by using background shading.
And, as ever, remember to give the text plenty of space (white or otherwise)
around it. Text crammed inside a small box will look very uninviting,
defeating the point of separating it from the rest of the document.

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Self- Check 1.3-2

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ANSWER KEY 1.3-2

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TASK SHEET 1.3-2
Title: Format Event Proposal
Performance Objective: Given the tools, materials and equipment, develop an event
material using your computer 30 mins.
Supplies/Materials: Internet connection, Bond paper, Sample event materials
Equipment : Computer Set/ Laptop, Printer
Steps/Procedure:
1. Develop event material using the Microsoft word.
2. Use the following format for the title - Georgia (font size 18)
3. Use the following format for the Body – Bookman Old Style (font size 12).
4. Emphasize salient point of your design using pictures
Assessment Method: Presentation and Demonstration

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Performance Criteria Checklist 1.3-2
CRITERIA
YES NO
Did you...?
1. Develop event material
2. Use the given format for the title
3. Use the given format for the Body
4. Emphasize salient point of your design using

pictures

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Bid Materials Format
1. Describe promotional technique.
2. Describe different promotional techniques used in an event proposal.
3. Use these promotional techniques in your event material.

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Self- Check 1.3-3

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Answer Key 1.3-3

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Evidence Plan
Competency Event Management Services NCIII
standard:
Unit of competency: Plan and Develop event Proposal or Bid
Ways in which evidence will be collected:
[tick the column]
Third party Report

Demonstration &
Observation &
Questioning
Questioning
Portfolio
The evidence must show that the trainee…
Written
  
The contents of the event brief are accurately interpreted and
the company’s capacity to meet stated requirements is
assessed. * Interpret event brief
 
Action required for the development of the proposal or bid is
identified and planned. *Interpret event brief
 
Liaison with customer is undertaken to clarify requirements
when appropriate. * Interpret event brief

Details for inclusion in the proposal/bid are developed after
consultation with suppliers and other relevant agencies. *
Develop proposal and bid details  
Options to meet and where possible, exceed the expectations
of the customer are developed including integration of current
and emerging technology. * Develop proposal and bid details
  
Possible competitors are evaluated and strategies to address
competitive issues are developed. * Develop proposal and bid
details
  
Bid materials are prepared within the designated time lines in
accordance with the requirements of the brief. * Develop bid
materials
 
Materials are presented in a format that maximizes the use of
presentation and promotional techniques. * Develop bid
materials  
  
The proposal/bid is delivered within the prescribed time line.
*Submit or present the bid proposal on time
Proposal/bid presentation is conducted with maximum

visual/retention impact. *Submit or present the bid proposal
on time
  
NOTE: *Critical aspects of competency

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TABLE OF SPECIFICATION
Objectives/Content # of items/
Knowledge Comprehension Application
area/Topics % of test
1.Event Brief and its

1 1 1 3
Requirements
2. Liaise with Customers 1 1 1 3
3. Develop Event Concept

1 1 1 3
and its Details
4. Present Options for a

1 2 1 4
Proposal or Bid
5. Address Competitive
1 2 2 5
Issues
6. Develop Bid Materials 1 2 2 5
7. Format Bid Materials 1 3 4
8. Promotional
2 2 4
Techniques
9. Present Bid Proposal 2 4 6
10. Visual Effects for a

Winning Bid Proposal
2 1 3
TOTAL 7 16 18 40/100%

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WRITTEN TEST
I. ENUMERATION:
A. Elements of the Event concept

1.
2.
3.
4.
5.
6.
7.
8.
9.
B. Formatting tips to get your document read

10.
11.
12.
13.
14.
C. Top tips for winning clients with a great business proposal presentation
15.
16.
17.
18.
19.
20.
II. Identification
_____________1. A complete overview of an event is planned is called.

_____________2. They are the person of influence but not directly
involved in the work.
_____________3. This detail of an event brief is often linked to the season
Or weather.
_____________4. It is an important consideration at the early stage of the
Event concept and design.
_____________5. The most effective way to stand out among a field of
Competitors.
_____________6. The most important law to be aware of competition.

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_____________7. One of the strategies used to compete in the market.
______________8. This is a firm's plan (proposal) and proposed cost (bid)
fulfilling the conditions outlined in a request for proposal
(RFP) or other information gathering or supplier contact
Activity.
_____________9. It is a marketing technique that is used to entice
Customers to purchase a product.
_____________10. Allowing potential customers to sample a product are
Methods used often by companies to introduce new food
and household products.
III. Multiple Choice
1. Addressing competitive issues in business includes one of the following:

A. conducting market research C. conducting price research
B. conducting competitors’ survey D. conducting business
presentation
2. Creating new products and services, or producing better designs for
existing ones means:
A. creation C. producing
B. designing D. innovation
3. This detail of an event brief is often linked to the season or weather.

A. venue of event C. timing of the event
B. financial consideration of the event D. theme of the event
4. What should you include in your proposal to ensure success of an event?

A. audience of the event C. purpose of the event
B. financial consideration of the event D. theme of the event
5. A person who can affect or will be affected by the event.

A. stakeholders C. staff
B. Organizer D. guests
6. When considering the choice of venue, the organizer needs to look at a
number of factors like:
A. construction C. comfort of the facilities
B. access by public transport D. parking
7. To have a clear overview of an event, it should include:
A. specific date C. event organizer
B. event structure D. specific venue or location
8. The following are income and expenditure that should be included in an

event brief which may include:
A. ticket price of people involved C. touring in the event
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B. food provision D. expected profit form event
9. Related to the purpose of the event.
A. scope of event C. event theme
B. event audience D. timing of the event
10. Includes clear event objectives, a profile of the audience or participants,
a working budget, and a clearly stated event vision.
A. event concept C. event theme
B. event audience D. timing of events

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ANSWER KEY
I. Enumeration
A.
1. Stakeholders
2. Purpose of the event
3. Objectives of the event
4. Scope of the event
5. Event theme
6. Venue
7. Event Audience
8. Timing of the event
9. Financial consideration
B.
10. White space is not wasted space
11. Use fonts well
12. Use headlines and subheads as signposts
13. Use lists and tables carefully
14. Draw attention with boxes
C.
15. Cut to the chase & get to the point
16. Pause and ask questions
17. Sell the vision
18. Lead with stories, not data
19. Use PowerPoint or Keynote wisely
20. Keep it short & precise
II. Identification
1. Event Brief
2. Stakeholders
3. Timing of the event
4. Financial consideration of the event
5. Having a unique selling proposition
6. Competition and Consumer Act 2010
7. Pricing
8. Bid or proposal
9. Promotional Techniques
10. Product giveaways
III. Multiple Choice

1. A 7. A, B ,D
2. D 8. A, D
3. C 9. A
4. C 10. A
5. A
6. B, D

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PERFORMANCE TEST (DEMONSTRATION)
Specific Instruction for the Candidate
Qualification EVENT MANAGEMENT SERVICES NC III
Title PLAN AND DEVELOP EVENT PROPOSAL OR BID
Unit of Competency PLANNING AND DEVELOPING EVENT PROPOSAL OR BID
General Instruction:
Given the tools, materials, equipment and resources, you are required to perform the following task
through a demonstration in accordance with the set company standard, showing liaising with
customers to determine their requirements of an event. (Alloted time: 2 hours)
Specific Instruction:
1. Gather instructions and relevant materials.
2. List important requirements of customers for an event to become successful.
3. Benchmark strategies that are important to be included in your proposal as customer
requirements. If you were to liaise with your customer who would like to have similar event, what do
you think would be his/her requirements?
4. Name other customer requirements that may be included in your proposal.
5. Look for a partner and discuss on your activity before performing the demonstration in front of
the class.
Equipment:
 LCD Projector
 Overhead Projector
 Computer
 Printer
Tools and Accessories:
 Software for presentation skills
Supplies and Materials:
 Sample proposal
 Sample brochures and other pertinent document relating to proposal writing
Learning Materials
 Books relating to effective liaising with customers.

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Performance Criteria Checklist
CRITERIA YES NO
Did you?
1. List important requirements of customers for an event to become 
successful?
2. Benchmark strategies that are important to be included in your 
proposal as customer requirement?
3. Use time allotted to finish the job effectively? 
4. Use the tools, materials & equipment wisely? 
5. Perform the role play in accordance with the set company standard? 
The trainee’s performance is
Satisfactory Unsatisfactory
Trainee’s Signature Date

Trainer’s Signature Date
QUESTIONING TOOL

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Satisfactory
Questions to probe the candidate’s underpinning knowledge
response
Extension/Reflection Questions Yes No
1. Meet the components required for meeting/event proposals and
bids and product knowledge?
Answer: Yes, the learner followed the requirements in creating
Event proposal or bid.
2. Followed the typical bid/proposal requirements and formats?
Answer: Yes, the learner followed the format.
3. Presentation techniques for proposal requirements and formats?
Answer: Yes, the leaner followed the format
Safety Questions
4. Effectively manage an emergency during an Event?
Answer: Yes, the learner effectively an emergency during an Event
because she prepared a SWOT Analysis ahead of time.
5. Ensure that the working environment is safe for all the workers
and the systems work properly?
Answer: Yes, before the date of the event the learner ensured that
all systems are working properly and is good to go.
6. Formulate an efficient security management plan?
Answer: The security plan or SWOT Analysis is prepared before the
date of the event.
7. How will you manage risks to mitigate and avoid potential
problems with events?
Answer: By preparing a SWOT Analysis ahead of time.
Contingency Questions
8. What will you do in case of power outages?
9. What are the things you need to secure when it is an outdoor
event?
10. Effectively manage an emergency during an Event?
Model Answer: Yes, the learner effectively an emergency during an
Event because she prepared a SWOT Analysis ahead of time.
11. Ensure that the working environment is safe for all the workers
and the systems work properly?
Model Answer: Yes, before the date of the event the learner ensured
that all systems are working properly and is good to go.
Job Role/Environment Questions

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12. When the trainer is out, can you manage your task without
supervision?
Answer: YES, as a trainee it is our responsibility to finish our task.
13. In the absence of all the in-charge, can you manage to do make
your room clean?
Answer:
YES, as a trainee it is also a part of our role to make our room
clean.
Rules and Regulations
14. Why should we follow schools rules and training regulation?
Answer: we need to follow our schools and training regulation for us
to be not a disgrace to the school and to TESDA.
The candidate’s underpinning knowledge √ Satisfactory Not
was: Satisfactory

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Inventory of Training Resources
Resources for presenting instruction
 Print Resources As per TR As per Remarks
Inventory
CBLM 25 copies Complete
Bid documents, event brief and/or case Assorted Sufficient
studies relevant to events planning and
bidding
Telephone Directory 1 set 1 set Sufficient
Books relating to business proposal writing 25 copies Sufficient
Pictures/samples of event invitations & Assorted Sufficient
souvenirs
 Non-Print Resources As per TR As per Remarks
Inventory
Videos/slideshow on how to Liaison with the Assorted Sufficient
customer and potential suppliers
Still visual on different Events Assorted Sufficient
Resources for Skills practice

 Supplies and Materials As per TR As per Remarks
Inventory
 Tools As per TR As per Remarks
Inventory
Software for presentation 3 sets Sufficient
 Equipment As per TR As per Remarks
Inventory
Computer with internet connection 5 units
LCD projector 1 unit Complete
Two-way radio 2 units Complete
Mobile phone 2 units Complete
Telephone 1 unit Complete
Fax machine 1 unit Complete
Digital camera 1 unit Complete
Video camera 1 unit Complete
Microphone 1 unit Complete
Megaphone 1 unit Complete
First aid kit 5 sets Complete
Note: In the remarks section, remarks may include for repair, for
replenishment, for reproduction, for maintenance etc.

Management
Date Revised: Metro
Services NCIII
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Management
Date Revised: Metro
Services NCIII
Developed by:
College
Bid
Management
Date Revised: Metro
Services NCIII
Developed by:
College
Bid
Management
Date Revised: Metro
Services NCIII
Developed by:
College
Bid
Facilitate
Learning
Session

Management
Date Revised: Metro
Services NCIII
Developed by:
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Bid
Training Activity Matrix
Facilities/ Venue
Date &
Training Activity Trainee Tools and Remarks
(Workstatio Time
Equipment
n/ Area)
Prayer
Learning 8:00
Recap of Activities
Resource AM to
Unfreezing Activities All trainees Area 8:30
Feedback of Training AM
Rejoinder/Motivation
Group 1
Abuso,McGen
Alcover,Aljon
Learning
Bariga. Echelle
Resource 8:30 AM Ready to
Buentes,Jonatha
1. Develop Bid
n  CBLM Area to 9:30 proceed to
Materials AM the next
Cabugnason.
Practical activity
Dann
Work Area
Cadalin, Junerey
Cavile, Glenn Mar
Group 2
Loquino, Vanesa
Magbiray, Rey Learning
CBLM
Oralde, Eric Resource 9:30 AM Ready to
Computer
2. Bid Materials Pacana, Aljun Area to 11:30 proceed to
Printer
Format Pardillo, Angelito AM the next
Internet
Pasulot, Liezel Practical activity
Connection
Robison, Relyn Work Area
Siquihod, Jee
3.Promotional Group 3 CBLM Learning 11:30 Ready to

Technique Resource AM to proceed to
Campaner, Area 12:00 PM the next
Eduardo activity
Dayanan, Froilan Practical
Escanier, Jenessa Work Area
Escanier, Jever
Ewayan,

Management
Date Revised: Metro
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Bid
Jierammil
Jiminez, Angelo
Tejeros, Roselyne
Villajos, Reneboy
Casama, Alfie
John
Abad, Francis

Management
Date Revised: Metro
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September 13, 2021 September 19, 2021

Events Management Services
Date Revised: Metro Dumaguete College
NCIII
Page 68 of 155
Developed by:
Plan and develop event Emarlyn T. Torcia
proposal or Bid Revision #
September 13, 2021 September 19, 2021

NCIII
Page 69 of 155
Developed by:
Minutes of the Meeting
Focus Group Discussion
Date: ________________________
Agenda: Competency-based Training Delivery
Present:
1. Emarlyn T. Torcia
2. Abuso,McGen
3. Alcover,Aljon
4. Bariga. Echelle
CBT Concerns Discussions Resolutions/Agreement
1. CBT Layout Identify the  Create a PowerPoint

presentation to identify
principles of the principles of CBT
competency  Resolve to make a
Based Training summary of CBT
(CBT) Layout
Plan the layout for Prepare the layout for the
the CBT work areas CBT
2. Monitoring of Sign attendance Monitoring of absentee

Attendance sheet everyday trainee must be done
3. Utilization of Recognize the Agreed to identify the

work area different work area workshops:
and their functions.
•Learning Resource
•Practical Work Area
•Contextual Learning Area
•Institutional Assessment
•Achievement Chart
4. Orientation Prepare a Implementation of

PowerPoint the different areas
a. CBT presentation of must be strictly done.
b. Roles
the
program
CBT
Readings on CBLM to
further understand the
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c. TR Recognize the
different areas
roles of the
d. CBLM trainer and the
e. Facilities
trainee.
Explain the
f. Evaluation system training
regulations to
the trainee
Explain the
importance of
the CBLM
Explain the system

of evaluation to the
trainees.
5. RPL  Ask the trainees All prior learning of the

to fill up self- trainees was recognized.
assessment
checklist to
recognize their
prior learning
6. Teaching  PowerPoint Various training

methods and presentation Methodologies was
technique
 Video
implemented.
presentation
 Lecture
discussion
7. Monitoring of  Discuss the Identify the monitoring

learning activities difference of tools used in CBT:
achievement, and •
a. Achievement progress chart.
Progress Chart
• Achievement Chart
chart
 Evaluate,
b.
• Trainees Record Book
Progress chart monitor and
record
performance on
the progress and
achievement
chart.

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8. Feedback  Give praise / Give immediate
constructive feedback to the trainees
criticism to the
trainees
9. Slow learners  Provide 

Agreed to do:
alternative method • Actual demonstration
of Teaching
• Peer/group mentoring
 Give positive
feedback to
motivate the
trainees
10. Other  The materials Provision of supplies

concerns and supplies are and materials plays a
sufficient for the vital role in facilitating
trainees. training.
Training Evaluation Report
1. Title of the Report
2. Executive summary
3. Rationale
4. Objectives
5. Methodology
6. Results and discussion

This is the body of the report. It should contain the following
parts:
Data interpretation
Data analysis

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Conclusion
7. Recommendation
PRETEST/POST TEST QUESTIONNAIRE

PRE-TEST/POST TEST
Multiple Choice: Read each statement carefully, select the answer from the
choices listed. Write your answer on the space provided before each number.
1. A complete overview of an event that is planned is called:
A. Event organizing
B. Event brief
C. Event plan
D. Event overview
2. To have a clear overview of an event, it should include:
A. specific date
B. event structure
C. event organizer
D. specific venue or location
3. The following are income and expenditure that should be included in an
event brief which may include:
A. to answer questions about the brief
B. to determine application to bid
C. to know if profit will be achieved
D. to outline budget
Management
Date Revised: Metro
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4. If there are any partners from outside groups that you are working with,
what should you do?
A. include leadership roles in the event
B. include job search in the event
C. include what they will do and what involvement they will have in the
event
D. include ticket for their travel
5. This detail of an event brief is often linked to the season or weather.
A. venue of the event
B. financial consideration of the event
C. timing of the event
D. theme of the event
6. What should you include in your proposal to ensure success of an event?
A. Audience of the event
B. Purpose of the event
C. financial consideration of the event
D. Theme of the event
7. A person who can affect or will be affected by the event.
A. Stakeholders
B. Organizer
C. Staff
D. Guests
8. When considering the choice of venue, the organizer needs to look at a
number of factors like:
A. construction
B. access by public transport
C. comfort of the facilities
D. parking
9. It is an important consideration at the early stage of event concept and
design.
A. Audience of the event
B. Purpose of the event
C. financial consideration of the event
D. Theme of the event
Management
Date Revised: Metro
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10. Addressing competitive issues in business includes one of the following:
A. conducting market reseach
B. conducting price research
C. conducting competitors’ survey
D. conducting business presentation
11. The most effective way to stand out among a field of competitors, is
through
A. having a list of competitors
B. befriending competitors
C. having a unique selling proposition
D. having a unique market strategy
12. The most important law to be aware of competition is

A. Competition and Consumer Act 7936
B. Competition and Consumer Act 2010
C. Competition and Consumer Act 2015
D. Competition and Consumer Act of 2009
13. One of the strategies used to compete in the market is:
A. pricing
B. Innovation
C. SWOT analyses
D. marketing mix
14. Creating new products and services, or producing better design for
A. Creation
B. Designing
C. Producing
D. Innovation
15. This is a firm’s plan (proposal) and proposed cos (bid) for fulfilling the
conditions outlined in a request for proposal (RFP) or other information
gathering or supplier contact activity
A. bid or proposal
B. event
C. activity
Management
Date Revised: Metro
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D. conference
16. Proposal or bid materials included:
A. attractive design
B. news brief
C. electronic presentations
D. videotapes, or DVDs
17. Before starting to create bid materials, what are some preliminaries that
you should consider?
A. goal statement of the company
B. target audience
C. local rules and regulations
D. company staff
18. So that your bid materials will convey message to the reader, what
should you consider?
A. expertise of the team in staging an event
B. what actions do you want your audience to take?
C. benefits that your customer will get out of the event
D. co-ordination experience of the team
19. What should you include in your material in order to track the interest
of your customer?
A. email
B. online post
C. your name
D. event title
2. Creating new products and services, or producing better designs for
A. creation
B. designing
C. producing
D. innovation
True or False: Write TRUE if the statement is true and write FALSE if the
statement is not correct. Write your answer in a separate paper.
_____________ 1. In liaising with customer, beware of making assumptions.
_____________ 2. Unhappy customer can destroy your business through bad
word-of-mouth.

Management
Date Revised: Metro
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_____________ 3. A customer satisfaction survey does not encourage your
clients and customers to give your business vital feedback on issues that
can affect customer retention.
_____________ 4. Set up social media page if you don’t have one, and update
the page if you do, or send Tweets to existing customers for better business
relationship.
_____________ 5. In order for customers to understand agreements, you do
not need to be consistent about the changes you make.
_____________ 6. White spaces are important to get your document read.
_____________ 7. Remember not give the text plenty of space (white or
otherwise).
_____________ 8. Boxes can never form a vital entry-point into your
document.
_____________ 9. Lists are an effective way to draw the eye of the reader.
_____________ 10. Headlines and subheads are crucial signposts for the
reader.
_____________ 11. Skilled salespeople make survey calls to customers to
gather information that can later be used for marketing by asking questions
relating to the way the customers feel about the products and services
purchased.
_____________ 12. Emphasis on the appreciation part of the event, with no
purchase of anything necessary, is an effective way to draw not only current
customers but also potential customers through the door.
_____________ 13. Point-of-sale and end-cap marketing are ways of selling
product and promoting items in any place of sales and marketing.
____________ 14. Giving away functional branded gifts are effective
promotional move than handing out simple business cards.
____________ 15. You get the customers and the socially conscious image
through customer referral incentive program.
Essay: (10 points)
Write a short paragraph on how to present a winning bid proposal.
Expound the strategies mentioned in order to win the proposal and how you
will convince your client to accept your proposal. Submit your output after 1
hour.

Management
Date Revised: Metro
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PRE- TEST, POST- TEST RESULT ANALYSIS
OF 25 TRAINEES
Summary of Report
Rationale
Objectives
Methodology
Presentation of Results and Discussion
Pre-Test Post Test
Trainee No. Name of Trainees
(50 items) (50 items)
1 Abuso,McGen 17 43
2 Alcover,Aljon 14 46
3 Bariga. Echelle 18 48
4 Buentes,Jonathan 23 40
5 Cabugnason. Dann 22 48
6 Cadalin, Junerey 15 49
7 Campaner, Eduardo 28 43
8 Cavile, Glenn Mar 30 45
9 Dayanan, Froilan 29 41
10 Escanier, Jenessa 11 47
11 Escanier, Jever 24 40

Management
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12 Ewayan, Jierammil 28 41
13 Jiminez, Angelo 34 46
14 Loquino, Vanesa 15 47
15 Magbiray, Rey 17 43
16 Oralde, Eric 20 39
17 Pacana, Aljun 14 38
18 Pardillo, Angelito 11 35
19 Pasulot, Liezel 16 42
20 Robison, Relyn 13 41
21 Siquihod, Jee 15 39
22 Tejeros, Roselyne 13 35
23 Villajos, Reneboy 16 37
24 Villamil, Rey 11 46
25 Villamil, Judy 21 39
Line Graph of the Pre-Test and Post Test Scores
Pre-test & Post-test Scores

60
50
40
Axis Title
30
20
10
0
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
t-Test: Paired Two Sample for Means

Post-test Pre-test
Mean 42.08 19
Variance 16.49333333 43.83333333
Observations 25 25
Pearson Correlation 0.190606367
Hypothesized Mean Difference 0
df 24

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t Stat 16.30752686
P(T<=t) one-tail 8.67897E-15
t Critical one-tail 2.492159473
P(T<=t) two-tail 1.73579E-14
t Critical two-tail 2.796939505
Conclusion
The average for the post-test is equal to 42.08 and 19 for pre-test. The t-
statistic is equal to 16.31 and t-critical value = 2.49. Since t-stat is greater
than t-crit value at 1% level of significance, therefore reject the null
hypothesis, “there is a significant deference between the score in post-test
and pre-test. The score in post-test is significantly higher compared to the
score in pre-test. The score of 25 trainees has increased.

Management
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Developed by:
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Supervise
Work-Based
Learning
FORM 1.1 SELF-ASSESSMENT CHECK
INSTRUCTIONS: This Self-Check Instrument will give the trainer necessary

data or information which is essential in planning training
sessions. Please check the appropriate box of your answer
to the questions below.
BASIC COMPETENCIES
CAN I…? YES NO
1.1 Communicate information about workplace processes 

Management
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BASIC COMPETENCIES
CAN I…? YES NO
1.2 Lead workplace discussions 
1.3 Identify and communicate issues arising in the workplace 
4. Lead small teams
2.1 Provide team leadership 
2.2 Assign responsibilities 
2.3 Set performance expectations for team members 
2.4 Supervise team performance 
3. Develop and practice negotiation skills
3.1 Plan negotiations 
3.2 Participate in negotiations 
4. Solve problems related to work activities
4.1 Identify the problem 
4.2 Determine fundamental causes of the problem 
4.3 Determine corrective action 
4.4 Provide recommendation/s to manager
5.1 Identify mathematical tools and techniques to solve problem 
5.2 Apply mathematical procedure/solution 
5.3 Analyze results 
6. Use relevant technologies
6.1 Study/select appropriate technology 
6.2 Apply relevant technology 
COMMON COMPETENCIES
CAN I…? YES NO
1. Roster staff
1.1 Develop and implement staff rosters 
1.2 Maintain staff records 
2.1 Maintain stock levels and records 
2.2 Process stock orders 
2.3 Minimize stock losses 
2.4 Follow-up orders 
2.5 Organize and administer stocks 
Management
Date Revised: Metro
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Developed by:
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BASIC COMPETENCIES
CAN I…? YES NO
3.1 Prepare for training 

3.2 Deliver training 
3.3 Provide opportunities for practices 
3.4 Review training 
4.3 Make formal business agreements 
4.4 Foster and maintain business relationships 
CORE COMPETENCIES
CAN I…? YES NO
1. Plan and develop event proposal or bid 
1.1 Interpret event brief 
1.2 Develop proposal and bid details 
1.3 Develop bid materials 
1.4 Submit or present the bid or proposal on time 
2.1 Identify overall event objectives and scope 
2.2 Establish event concept theme and format 

3.3 Finalize program details 
4.1 Analyze venue or site requirements 
4.2 Source event venues or sites 
4.3 Confirm venue or site arrangements 
5.Develop and update event industry knowledge
5.1 Source and apply information on the structure and operation of the 
event industry
5.2 Source and apply information on ethical and legal issues for the 
event industry
5.3 Source and apply information on event industry technology 
5.4 Update event industry knowledge 

Management
Date Revised: Metro
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Developed by:
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6.Provide on-site event management services
6.1 Prepare for on-site management 
6.2 Oversee meeting/event set up 
6.3 Monitor meeting/event operation 
6.4 Oversee meeting/event breakdown 
7.Manage contractors for indoor events
7.1 Identify event operational requirements 
7.2 Source contractors 
7.3 Monitor contractors 
8.1 Seek information on appropriate protocol 
8.2 Integrate appropriate protocol procedures into work activities 
8.3 Update knowledge on protocol 

Management
Date Revised: Metro
Services NCIII
Developed by:
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Evidences/Proof of Current Competencies
Form 1.2: Evidence of Current Competencies acquired related to
Job/Occupation
Current competencies Proof/Evidence Means of validating

BASIC
1. Participate in workplace communication
1.1 Obtain and convey
workplace information Submitted authenticated TOR
Called issuing school to validate
1.2 Participate in
workplace meetings and
Written Examination
discussions Transcript of Record
Oral Examination
1.3 Complete relevant
work related documents
2. Work in a Team environment
2.1 Describe team role
and scope
2.2 Identify own role Called issuing school to validate
and responsibility
within the team Written Examination
Oral Examination
2.3 Work as a team
member
3. Practice career professionalism
3.1 Integrate personal
objectives with
organizational goals
3.2 Set and meet work
priorities Transcript of Record Written Examination
Oral Examination
3.3 Maintain
professional growth and
development
4. Practice Occupational Health and Safety Procedures
4.1 Identify hazards
and risks Submitted authenticated TOR
4.2 Evaluate hazards
and risks
Written Examination
4.3 Control hazards Oral Examination
and risks
4.4 Maintain
Occupational Heath
and Safety
COMMON

Management
Date Revised: Metro
Services NCIII
Developed by:
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Bid
1. Roster staff
1.1 Develop and Submitted authenticated TOR
implement staff rosters Called issuing school to validate
1.2 Maintain staff
Written Examination
records
Oral Examination
2.1 Maintain stock
levels and records
2.2 Process stock
Transcript of Record Submitted authenticated TOR
orders
2.3 Minimize stock
losses Written Examination
Oral Examination
2.4 Follow-up orders
2.5 Organize and
administer stocks
3.1 Prepare for training
3.2 Deliver training
3.3 Provide Transcript of Record Called issuing school to validate
opportunities for
practices Written Examination
Oral Examination
3.4 Review training
4.1 Establish and
conduct business
relationships Submitted authenticated TOR
4.2 Conduct Written Examination

negotiations Transcript of Record Oral Examination
4.3 Make formal
business agreements
4.4 Foster and maintain
CORE
1.1 Interpret event brief
1.2 Develop proposal
and bid details
1.3 Develop bid
materials
1.4 Submit or present

Management
Date Revised: Metro
Services NCIII
Developed by:
College
Bid
the bid or proposal on
time
2.1 Identify overall Submitted authenticated TOR
event objectives and Called issuing school to validate
scope
2.2 Establish event Written Examination
concept theme and
Oral Examination
format
Demonstration
3.1 Identify conference
objectives
3.2 Design event
program
3.3 Finalize program Written Examination
details Oral Examination
Demonstration

4.1 Analyze venue or
site requirements
4.2 Source event Called issuing school to validate
venues or sites
4.3 Confirm venue or Written Examination
site arrangements Oral Examination
Demonstration
information on the
structure and operation
of the event industry Submitted authenticated TOR
information on ethical
and legal issues for the Written Examination
event industry
Oral Examination
5.3 Source and apply Demonstration
information on event
industry technology
5.4 Update event
industry knowledge
6.1 Prepare for on-site Submitted authenticated TOR
management Called issuing school to validate

Management
Date Revised: Metro
Services NCIII
Developed by:
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6.2 Oversee Transcript of Record
meeting/event set up
Written Examination
6.3 Monitor
Oral Examination
meeting/event
operation Demonstration
6.4 Oversee
meeting/event
breakdown
7.1 Identify event
operational
requirements Submitted authenticated TOR
Transcript of Record Called issuing school to validate
7.2 Source contractors
7.3 Monitor contractors Written Examination
Oral Examination
Demonstration
8.1 Seek information Submitted authenticated TOR
on appropriate protocol Called issuing school to validate
8.2 Integrate
appropriate protocol Written Examination
procedures into work
Oral Examination
activities
Demonstration
8.3 Update knowledge
on protocol

Management
Date Revised: Metro
Services NCIII
Developed by:
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Identifying Training Gaps
From the accomplished Self-Assessment Check (Form 1.1) and the

evidences of current competencies (Form 1.2), the Trainer will be able to
identify what the training needs of the prospective trainee are.
Form 1.3 Summary of Current Competencies Versus Required

Competencies
Required Units of Competency/ Current Training Gaps/

Learning Outcomes Competencies Requirements
BASIC
1.1 Communicate information Communicate
about workplace processes information about
workplace processes
1.2 Lead workplace Lead workplace
discussions. discussions.
1.3 Identify and communicate Identify and
issues arising in the workplace communicate issues
arising in the
workplace
2. Lead small teams
2.1 Provide team leadership Provide team
leadership
2.2 Assign responsibilities Assign responsibilities
2.3 Set performance expectations Set performance
for team members expectations for team
members
2.4 Supervise team performance Supervise team
performance
3.Develop and practice negotiations skills
3.1 Plan negotiations Plan negotiations
3.2 Participate in negotiations Participate in
negotiations
4.Solve problem related to work activities
4.1 Identify the problem Identify the problem
4.2 Determine fundamental Determine fundamental
causes of the problem causes of the problem

Management
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4.3 Determine corrective action Determine corrective
action
4.5 Provide recommendation/s Provide
to manager recommendation/s to
manager
5.1 Identify mathematical tools Identify mathematical
and techniques to solve problem tools and techniques to
solve problem
5.2 Apply mathematical Apply mathematical
procedure/solution procedure/solution
5.3 Analyze results Analyze results
6.Use relevant technologies
6.1 Study/select appropriate Study/select
technology appropriate technology
6.2 Apply relevant technology Apply relevant
technology
6.3 Maintain/enhance relevant Maintain/enhance
technology relevant technology
Required Units of Current Training Gaps/
Competency/Learning Competencies Requirements
Outcomes based on CBC
COMMON
1. Roster staff
1.1 Develop and implement Develop and implement
staff rosters staff rosters
1.2 Maintain staff records Maintain staff records
records and records
records and records
2.3 Manage stock losses Manage stock losses
2.4 Follow-up orders Follow-up orders
2.5 Organize and administer Organize and
stocks administer stocks
3.1 Prepare for training Prepare for training
3.2 Deliver training Deliver training
3.3 Provide opportunities for Provide opportunities
practices for practices

Management
Date Revised: Metro
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3.4 Review training Review training
4.Establish and conduct business relationships
4.1 Establish and conduct Establish and conduct
4.2 Conduct negotiations Conduct negotiations
4.3 Make formal business Make formal business
agreements agreements
4.4 Foster and maintain Foster and maintain
Required Units of Current Training Gaps/
Competency/Learning Competencies Requirements
Outcomes based on CBC
CORE
1.1 Interpret event brief Interpret event brief
1.2 Develop proposal and bid Develop proposal and bid
details details
1.3 Develop bid materials Develop bid materials
1.4 Submit or present the bid Submit or present the bid
or proposal on time or proposal on time.
2. Develop an event concept Develop an event
concept
2.1 Identify overall event Identify overall event
objectives and scope objectives and scope
2.2 Establish event concept Establish event concept
theme and format theme and format
3. Develop event program Develop event program
3.1 Identify conference objectives Identify conference
objectives
3.2 Design event program Design event program
3.3 Finalize program details Finalize program
details
4. Select event venue and site Select event venue and
site
4.1 Analyze venue or site Analyze venue or site
requirements requirements
4.2 Source event venues or sites Source event venues or
sites
4.3 Confirm venue or site Confirm venue or site
arrangements arrangements
5. Develop and update event Develop and update
industry knowledge event industry

Management
Date Revised: Metro
Services NCIII
Developed by:
College
Bid
knowledge
information on the structure and information on the
operation of the event industry structure and
operation of the event
industry
information on ethical and legal information on ethical
issues for the event industry and legal issues for the
event industry
information on event industry information on event
technology industry technology
5.4 Update event industry Update event industry
knowledge knowledge
6. Provide on-site event Provide on-site event
management services management services
6.1 Prepare for on-site Prepare for on-site
management management
6.2 Oversee meeting/event set up Oversee meeting/event
set up
6.3 Monitor meeting/event Monitor meeting/event
operation operation
6.4 Oversee meeting/event Oversee meeting/event
breakdown breakdown
7. Manage contractors for indoor Manage contractors for
events indoor events
7.1 Identify event operational Identify event
requirements operational
requirements
7.2 Source contractors Source contractors
7.3 Monitor contractors Monitor contractors
8. Develop and update knowledge Develop and update
on protocol knowledge on protocol
8.1 Seek information on Seek information on
appropriate protocol appropriate protocol
8.2 Integrate appropriate protocol Integrate appropriate
procedures into work activities protocol procedures
into work activities
8.3 Update knowledge on protocol Update knowledge on
protocol

Management
Date Revised: Metro
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Form No. 1.4: Training Needs
Module Title/Module of
Gap Duration (hours)
Instruction
1. Interpret event brief 2 hours
2. Develop proposal and
2 hours
bid details
Planning and
3. Develop bid materials Developing event 2 hours
Proposal or Bid
4. Submit or present the
2 hours
bid or proposal on time

Management
Date Revised: Metro
Services NCIII
Developed by:
College
Bid
TRAINING PLAN
Qualification: EVENT MANAGEMENT SERVICES NCIII
Trainees’ Training Training Mode of Facilities/Tools and Assessment Date and
Staff Venue
Requirements Activity/Task Training Equipment Method Time
1. Interpret event brief 1. Interpret contents On the job Manager Desktop(s) Slate & Direct October 11,
of the event brief training Crystal observation 2021
Laptop(s)
accurately and the Events
Practical 8am-12 pm
company’s capacity to Printer
meet stated demonstration 1-5pm
requirements is
assessed.
2. Identify and
developed action
required for the
development of the
proposal or bid.
3. Undertaken to
clarify Liaison with
customer
requirements when
appropriate.
2. Develop proposal and 1. Develop details for On the job Manager Desktop(s) Slate & Direct October 11,
bid details inclusion in the training Crystal observation 2021
Laptop(s)
proposal/bid after Events
Practical 8am-12 pm
consultation with Printer
suppliers and other demonstration 1-5pm
relevant agencies.

NCIII
Page 94 of 155
Developed by:
2. Develop Options to
meet and, where
possible, exceed the
expectations of the
customer including
integration of current
and emerging
technology.
3. Develop strategies
to address competitive
issues
3.Develop bid materials 1. Prepare bid On the job Manager Desktop(s) Slate & Direct October 11,
materials within the training Crystal observation 2021
Laptop(s)
designated time lines Events
Practical 8am-12 pm
in accordance with Printer
the requirements of demonstration 1-5pm
the brief.
2. Present materials
in a format that
maximizes the use of
presentation and
promotional
techniques.
4. Submit or present 1. Deliver the proposal On the job Manager Desktop(s) Slate & Direct October 11,
the bid or proposal on bid within the training Crystal observation 2021
Laptop(s)
time prescribed time line. Events
NCIII
Page 95 of 155
Developed by:
2. Conduct proposal Printer Practical 8am-12 pm
bid with maximum demonstration 1-5pm
visual/ retention
impact.

NCIII
Page 96 of 155
Developed by:
MEMORANDUM OF AGREEMENT
KNOW ALL MEN BY THESE PRESENTS
This memorandum of Agreement (MOA) made and entered into, by and between:
Metro Dumaguete College Training Center, a private, non-stock Technical Vocational
Institution (TVI) duly registered with TECHNICAL EDUCATION AND SKILLS
DEVELOPMENT AUTHORITY with address at EJ Blanco Ext. Drive, Daro, Dumaguete
City, 6200 Negros Oriental hereinafter referred to as the “TECHNICAL VOCATIONAL
INSTITUTION” represented herein by its Chief Executive Officer, DR. DELMA P. MANILA
And
SLATE & CRYSTAL EVENTS, a corporation (business establishment) duly organized
and existing under and by virtue of the laws of the Philippines, with business/office
address located at SAN ANTONIO SIBULAN NEGROS ORIENTAL, hereinafter referred to
as “THE ESTABLISHMENT”, represented herein by its Head of Operations, KERWIN L.
AGUILAR.
WITNESSETH:
WHEREAS, the technical vocational institution, in pursuit of its mission to help the
unemployed individuals by providing them with quality education that will give them
employable technical skills and proper work ethics;
WHEREAS, the establishment, as the event company in the Philippines has the
necessary experience and expertise in managing programs that facilities the provision of
industrial and entrepreneurial skills training for the disadvantaged sector;
NOW, THEREFORE, for and in consideration of the above premises both parties hereby
agree as follows:
A. NATURE AND SCOPE OF PARTNERSHIP

1. The technical vocational institution and the establishment will work as
partners in the technical training of trainees in Events Management Services
NCIII.
2. The technical vocational institution and the establishment commit to enable
the student-trainees to quality at least for the entry-level job requirements in
industries.
3. The technical vocational institution and the establishment shall follow the
training program registered in the UTPRAS including its duration (36 days
every Saturday) and schedule. Training shall start on October 10, 2018.
B. FUNCTIONS AND RESPONSIBLITIES MDC

1. Exercise general supervision over the training program.
Events Management
Date Revised: Metro Dumaguete
Services NCIII
College Page 97 of 155
Developed by:
Plan and develop Emarlyn T. Torcia
event proposal or Bid Revision #
2. Designate a coordinator who will closely monitor the training program.
3. Conduct mandatory assessment of trainees.
4. Issue certificate of training to graduates of the program.
5. Undertake such other functions to ensure the success of the program.
C. FUNCTIONS AND RESPONSIBLITIS OF SLATE & CRYSTAL EVENTS
1. Select and screen scholars/ trainees.
2. Provide trainee’ uniform, supplies and training consumables necessary to
ensure the successful implementation of the program.
3. Pay MDC the training fee (PHP 760.00) per scholar.
4. Pay the honoraria of the trainer (PHP 504.00/day x36 days) for the duration of
the training.
5. Designate an individual who will work closely with the school coordinator
regarding training activities.
6. Undertake such other functions to ensure smooth implementation of the
program.
D. MISCELLANOUS PROVISIONS
1. The parties pledge to cooperate with each other and to perform their respective
obligations under the Agreement.
2. In case of injury resulting from an accident related to the training. MDC
liability shall be limited to the school’s accident insurance plan.
3. This Agreement may be amended or modified only through written instrument
duty signed and executed by the parties. This Memorandum of Agreement will
commence upon signing.
IN WITNESS WHEREOF, the parties have signed this Memorandum of Agreement this
__________________202__ at EJ Blanco Drive Extension, Dumaguete City Philippines.
METRO DUMAGUETE COLLEGE INC. SLATE & CRYSTAL EVENTS
By:
DR. DELMA P. MANILA KERWIN L. AGUILAR

President Head of Operations
WITNESSE BY:
SABRINA ANN MONION IRISH JANE ELOPRE

DC SECRETARY Slate & Crystal Events Secretary

Events Management
Date Revised: Metro Dumaguete
Services NCIII
College Page 98 of 155
Developed by:
Plan and develop Emarlyn T. Torcia
event proposal or Bid Revision #
Technical Education and Skills Development Authority Instructions:
___METRO DUMAGUETE COLLEGE__ This Trainees’ Record Book (TRB) is intended to serve as
record of all accomplishment/task/activities while undergoing
training in the industry. It will eventually become evidence
TRAINEE’S RECORD BOOK that can be submitted for portfolio assessment and for
whatever purpose it will serve you. It is therefore important
that all its contents are viably entered by both the trainees
and instructor.
I.D. The Trainees’ Record Book contains all the required

competencies in your chosen qualification. All you have to do
is to fill in the column “Task Required” and “Date
Accomplished” with all the activities in accordance with the
Trainee’s No._______________ training program and to be taken up in the school and with
the guidance of the instructor. The instructor will likewise
indicate his/her remarks on the “Instructors Remarks”
column regarding the outcome of the task accomplished by
NAME: . REYMOND CALUMPANG the trainees. Be sure that the trainee will personally
accomplish the task and confirmed by the instructor.
It is of great importance that the content should be
QUALIFICATION: EVENT MANAGEMENT SERVICES NC III
written legibly on ink. Avoid any corrections or erasures and
maintain the cleanliness of this record.
TRAINING DURATION : 108 hours This will be collected by your trainer and submit the
same to the Vocational Instruction Supervisor (VIS) and shall
form part of the permanent trainee’s document on file.
TRAINER: EMARLYN T. TORCIA
THANK YOU!

NCIII
Page 99 of 155
Developed by:
Plan and develop event proposal Emarlyn T. Torcia
or Bid Revision #
NOTES:
_______________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________
_____________________________________________________________

NCIII
Page 100 of 155
Developed by:
or Bid Revision #
Unit of Competency: 1 Plan and Develop Event Proposal or with suppliers
Bid and other
relevant
agencies.
Event Management Services NC III 2. Develop
Options to meet
and, where
Learning Task/ Activity Date Instructors possible, exceed
Outcome Required Accomplished Remarks the expectations
 Interpret 1. Interpret October 11, Competent of the customer
event brief contents of the 2021 Options to meet
event brief and, where
accurately the possible, exceed
company’s the expectations
capacity to meet of the customer
stated 3. Evaluate
requirements is possible
assessed. competitors’
2. Identify and strategies to
plan action address
required for the competitive
development of issues are
the proposal or developed.
bid  Develop 1. Prepare bid October 11, Competent
3. Undertake bid materials materials within 2021
liaison with the designated
customer to time lines in
clarify accordance with
requirements the
when requirements of
appropriate. the brief
 Develop 1. Develop October 11, Competent 2. Present
proposal and details or 2021 materials in a
bid details inclusion in the format that
proposal/bid maximizes the
after use of
consultation presentation

NCIII
Page 101 of 155
Developed by:
or Bid Revision #
and promotional
techniques.
 Submit or 1. Deliver the October 11, Competent
present the proposal within 2021
the prescribed
Unit of Competency: 2 Develop an event Concept
bid or
proposal on time line.
time 2. Conduct
proposal/ bid Event Management Services NC III
presentation
with maximum
visual Learning Task/ Activity Date Instructors
Outcome Required Accomplis Remarks
hed
__________________ ______________
 Identify 1. Identify, clarify October Competent
Trainee’s Signature Trainer’s Signature overall and agree key 12, 2021
Develop bid objectives and
materials components of the
event in
consultation with
the stakeholder.
2. Analyze key
information and
stakeholders are
consulted to
determine the
scope of the event
3. Analyze Internal
and external
factors which may
impact on the
event
 Establish 1. Develop overall October Competent
event concept event concept, 12, 2021
theme and theme and format
format which reflect key
NCIII
Page 102 of 155
Developed by:
or Bid Revision #
objectives and planning and
meet the needs of implementation.
the potential
6. Obtain approval
audience.
from Approval
2. Incorporate from relevant
creative elements stakeholders prior
into the event to implementation
concept and
theme
3. Verify ____________________ ________________
Operational
practicality and Trainee’s Signature Trainer’s Signature
cohesiveness of Unit of Competency: 3 Develop Event Program
the concept,
theme and format
through Event Management Services NC III
consultation and
analysis.
4. Develop Learning Task/ Activity Date Instructors
summary of key Outcome Required Accomplishe Remarks
logistical d
requirements
based on the  Identify 1. Identify overall October 13, Competent
overall concept, conference context and scope 2021
theme and format objectives of the conference
5. Provide 2. Develop specific

accurate and conference
complete objectives and
information on the agreed on in
concept, theme, consultation with
and format to all relevant colleagues
relevant and/or customers.
stakeholders to
 Design event 1. Agree dates and October 13, Competent
facilitate timely
program times are set to 2021
and effective
meet objectives.
NCIII
Page 103 of 155
Developed by:
or Bid Revision #
2. Develop theme  Finalize 1. Present propose October 13, Competent
to complement program event program to 2021
event objectives. details the appropriate
people within
3. Develop overall required timeframe
event format within
known budget, 2. Obtain approval
venue and staging of program details
constraints. in accordance with
agreed procedures.
4. Identify, design
and integrate 3. Initiate
relevant appropriate actions
components for the in relation to the
program dissemination and
publication of event
5. Identify and program.
integrate use of
appropriate
technological
options in program
development.
6. Develop business
program based on
principles of adult
learning to
incorporate an
appropriate range of
activities.
_____________________ ________________
Trainee’s Signature Trainer’s Signature
Unit of Competency: 4 Select Event Venue and Site

NCIII
Page 104 of 155
Developed by:
or Bid Revision #
Event Management Services NC III of services offered
with specifications
3. Require need for
Learning Task/ Activity Date Instructors and the nature of
Outcome Required Accomplishe Remarks contingency planning
d by specific venues or
sites are assessed.
 Analyze 1. Analyze event- October 14, Competent
venue or specific venue or site 2021 4. Assess venue or
site requirements based site capacity to deliver
requirem on detailed review of quality outcomes in
ents all aspects of the relation to customer
proposed event, service, cooperative
including multiple management, and
components. past experience.
2. Develop accurate 5. Undertake
and complete venue negotiation and
or site specifications liaising with
to facilitate the personnel from
research process. potential venues or
sites to ensure all
3. Integrate needs of
event requirements
all stakeholders,
can be met and to
including those with
address potential
disabilities, into
problem areas.
venue or site
specifications 6. Assess need for
tentative bookings
 Source 1. Research potential October 14, Competent
and prompt action is
event venues or sites using 2021
taken.
venues or appropriate
sites information sources 7. Coordinate
and research multiple site and
methods. venue selection in a
logical manner when
2. Assess suitability
required.
of venues or sites
based on comparison

NCIII
Page 105 of 155
Developed by:
or Bid Revision #
_____________________ ________________ informatio legal and
n on ethical issues
Trainee’s Signature Trainer’s Signature ethical to assist
and legal effective work
issues for performance
the event
2. Conduct
industry
day-to-day
event
Unit of Competency: 5 Develop and Update event Industry organization
Knowledge activities in
accordance
with legal
obligations and
Event Management Services NC III ethical
industry
practices.
Learning Task/ Activity Date Instructors
 Source and 1.Obtain October 15, Competent
Outcome Required Accomplishe Remarks
apply information on 2021
d
informatio current and
 Source and 1.Identify October 15, Competent n on emerging
apply sources of 2021 event technologies
informatio information on industry that impact on
n on the the event technolog the event
structure industry y organization
and correctly. process.
operation 2. Assess the
2.Use
of the potential
knowledge of
event effects of
the event
industry different
industry the
correct context technologies on
to enhance the the event
quality of work organization
performance process
 Source and 1.Obtain October 15, Competent 3. Apply
apply Iinformation on 2021 knowledge of

NCIII
Page 106 of 155
Developed by:
or Bid Revision #
current and
emerging
technology in
day-to-day
work activities.
 Source 1.Identify and October 15, Competent
and apply use a range of 2021
informatio opportunities
n on to update
event knowledge of
industry the events
technolog industry
y
2.Monitor
current issues
of concern to
the industry.
3. Update
knowledge is Unit of Competency: 6 Provide On-Site Event Management
shared with
customers and
Services
colleagues as
appropriate,
and Event Management Services NC III
incorporated
into day-to-day
work activities Learning Task/ Activity Date Instructors
Outcome Required Accomplishe Remarks
d
______________________ ________________  Prepare 1.Develop plans October 16, Competent
Trainee’s Signature Trainer’s Signature for on- for on-site 2021
site management in
manage accordance with
ment agreed
procedures for
the meeting or
NCIII
Page 107 of 155
Developed by:
or Bid Revision #
event. and agreed to.
2. Check final 2. Make and
arrangements agree necessary
for all aspects of adjustments to
the meeting or with the
event and any contractors.
discrepancies
3. Check sll
are attended to.
aspects of the
3. Create and event or meeting
collate materials set up against
to facilitate the pre-
effective on-site arranged
management. agreements.
4. Provide 4. Check venue
accurate space and set
briefing to up of equipment
operational staff to allow for easy
and contractors access,
prior to the especially for
meeting or event those with
in an disabilities, and
appropriate to avoid risk of
format including injury to guests,
clarification of delegates and
roles and colleagues
responsibilities.
5. Identify any
 Oversee 1. Establish October 16, Competent deficiencies and
meeting/ contact with the 2021 discrepancies
event nominated and prompt
setup contractor action is taken
personnel at the to rectify the
appropriate time situation.
and all
6. Additional
requirements
on-site staff are
are reconfirmed
briefed on the
NCIII
Page 108 of 155
Developed by:
or Bid Revision #
full details of his/her
the meeting or satisfaction.
event operation
5. Liaise all
including
contractors with
communication
on an ongoing
and control
basis to ensure
mechanisms.
effective delivery
of services.
 Monitor 1.Monitor October 16, Competent  Oversee 1.Check October 16, Competent
meeting/ sessions and 2021 meeting/ breakdown of 2021
event activities event the meeting or
operatio throughout the breakdo event to ensure
n meeting or event wn it is completed
through in accordance
observation and with
appropriate agreements. 2.
reporting The packing and
processes. removal of all
materials and
2. Identify
equipment are
problems as
coordinated in
they arise and
accordance with
prompt action is
pre-arranged
taken to resolve
details.
the situation.
3. Venue is
3. Identify
checked to
additional
ensure items
requirements
and belongings
and promptly
are not left
organized.
behind.
4. Liaise
4. Debriefing is
customer with
conducted with
throughout the
contractors and
meeting or event
staff, if
to ensure it is
necessary, to
progressing to
NCIII
Page 109 of 155
Developed by:
or Bid Revision #
discuss any
difficulties or
suggestions for
future
improvements.
5. Check
accounts and
signed in
accordance with
contractor
agreements.
6.Note Unit of Competency: 7 Manage contractors for indoor Events
outstanding
items requiring
post-event
Event Management Services NC III
action
Learning Task/ Activity Date Instructors

Outcome Required Accomplish Remarks
___________________ __________________ ed
 Identify 1. Analyze event October 18, Competent
Trainee’s Signature Trainer’s Signature event staging 2021
operatio requirements
nal based on detailed
requirem review of all
ents aspects of the
proposed event
with multiple
components.
2. Develop an
accurate
summary of
staging
requirements for
each event

NCIII
Page 110 of 155
Developed by:
or Bid Revision #
component in details and costs
consultation with of all services.
key stakeholders.  Monitor 1. Monitor October 18, Competent
3. Incorporate contractor progress, 2021
safety and risk including safety
management issues, at regular
issues into all intervals through
planning ongoing liaison
documentation with contractors
and processes. and other
 Source 1. Identify October 18, Competent stakeholders.
contract appropriate 2021 2. Identify need
ors contractors and for adjustments
sourced to and appropriate
provide services changes are
for the event. organized with
2. Provide confirmation in
accurate briefings writing.
or specifications 3. Negotiate
on precise staging adjustments to
requirements to maintain the
contractors. integrity and
3. Obtain quality of the
complete and event.
timely quotations 4.Evaluate work
for the provision completed against
of services event
4. Select requirements and
quotations are time schedules
analyzed and and appropriate
contractors in action is taken to
consultation with address delays.
key stakeholders.
5. Confirm
agreements with
contractors in
writing to include ___________________ __________________
NCIII
Page 111 of 155
Developed by:
or Bid Revision #
Trainee’s Signature Trainer’s Signature requirements
by liaising with
colleagues and
Unit of Competency: 8 DEVELP AND UPDATE KNOWLEDGE other
ON PROTOCOL stakeholders.
4. Provide
Event Management Services NC III appropriate
information on
Learning Outcome Task/ Activity Date Instructors protocol to
Required Accomplishe Remarks relevant
d colleagues and
1. Identify October 19, Competent stakeholders.
 Seek
sources of 2021  Update 1. Identify and October 19, Competent
information
accurate knowledge on use 2021
on
information on protocol Opportunities
appropriate
protocol to update
protocol
2. Accessed protocol
relevant knowledge.
protocol
information in 2. Share
response to updated
workplace knowledge with
needs. costumers and
 Integrate 1. Identify areas October 19, Competent colleagues as
appropriate of work and/or 2021 appropriate and
protocol function that incorporated
procedures require into day-to-day
into work appropriate use working
activities of protocol in a activities
timely manner
2. Integrate
correct use of ___________________ __________________
protocol into Trainee’s Signature Trainer’s Signature
work activities
3. Determine
appropriate
protocol
NCIII
Page 112 of 155
Developed by:
or Bid Revision #
TRAINEE’S PROGRESS SHEET
Name : Reymond Calumpang Trainer : Emarlyn T. Torcia

Event Management Services Nominal
Qualification : : 8 hours
NC III Duration
Training Training Date Date Trainee’s Supervisor’s
Units of Competency Rating
Activity Duration Started Finished Initial Initial
PLAN AND DEVELOP EVENT
PROPOSAL OR BID
1. Interpret event brief 1. Interpret 2 hours October October Competent
contents of the 11, 2021 11, 2021
event brief
accurately and the
company’s
capacity to meet
stated
requirements is
assessed.
2. Identify and
developed action
required for the
development of the
proposal or bid.
3. Undertaken to
clarify Liaison
with customer
requirements
when appropriate.
2. Develop proposal and bid 1. Develop details 2 hours October October Competent

NCIII
Page 113 of 155
Developed by:
details for inclusion in 11, 2021 11, 2021
the proposal/bid
after consultation
with suppliers and
other relevant
agencies.
2. Develop Options
to meet and,
where possible,
exceed the
expectations of the
customer
including
integration of
current and
emerging
technology.
3. Develop
strategies to
address
competitive issues
3. Develop bid materials 1. Prepare bid 2 hours October October Competent
materials within 11, 2021 11, 2021
the designated
time lines in
accordance with
the requirements
of the brief.
2. Present
materials in a
format that
maximizes the use
NCIII
Page 114 of 155
Developed by:
of presentation
and promotional
techniques.
4. Submit or present the bid 1. Deliver the 2 hours October October Competent
or proposal on time proposal bid 11, 2021 11, 2021
within the
prescribed time
line.
2. Conduct
proposal bid with
maximum visual/
retention impact.
Total Hours 8 hours

Note: The trainee and the supervisor must have a copy of this form. The column for rating maybe used either by giving a numerical
rating or simply indicating competent or not yet competent. For purposes of analysis, you may require industry supervisors to give a
numerical rating for the performance of your trainees. Please take note however that in TESDA, we do not use numerical ratings

NCIII
Page 115 of 155
Developed by:
Training Session Evaluation
Instructions:
This post-training evaluation instrument is intended to measure how
satisfactorily your trainer has done his job during the whole duration of
your training. Please give your honest rating by checking on the
corresponding cell of your response. Your answers will be treated with
utmost confidentiality.
TRAINER/INSTRUCTOR
1 2 3 4 5
Name of Trainer: ____________________________
1. Orients trainees about CBT, the use of CBLM and the
√
evaluation system
2. Discusses clearly the unit of competencies and outcomes to
√
be attained at the start of every module
3. Exhibits mastery of the subject/course he is teaching √
4. Motivates and elicits active participation from the students
√
or trainees
5. Keeps records of evidence/s of competency attainment of
√
each student/trainees
6. Instill value of safety and orderliness in the classrooms and
√
workshops
7. Instills the value of teamwork and positive work values √
8. Instills good grooming √
9. Instills value of time √
10. Quality of voice while teaching √
11. Clarity of language/dialect used in teaching √
12. Provides extra attention to trainees and students with
√
specific learning needs.
13. Attends classes regularly and promptly √
14. Shows energy and enthusiasm while teaching √
15. Maximizes use of training supplies and materials √
16. Dresses appropriately √
17. Shows empathy √
18. Demonstrates self-control √
This post-training evaluation instrument is intended to measure how

satisfactorily your trainer prepared and facilitated your training. Please
give your honest rating by checking on the corresponding cell of your
response. Your answers will be treated with utmost confidentiality.
Use the following rating scales:

Management
Date Revised: Metro
Services NCIII Page 116 of
Dumaguete 155
Developed by:
College
Bid
5 - Outstanding

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
4 - Very Good/Very Satisfactory
3 – Good/Adequate
2 – Fair/Satisfactory
1 – Poor/Unsatisfactory
PREPARATION 1 2 3 4 5
1. Workshop layout conforms with the components of a CBT
workshop
2. Number of CBLM is sufficient
3. Objectives of every training session is well explained
4. Expected activities/outputs are clarified
DESIGN AND DELIVERY 1 2 3 4 5

1. Course contents are sufficient to attain objectives
2. CBLM are logically organized and presented

3. Information Sheet are comprehensive in providing the
required knowledge
4. Examples, illustrations and demonstrations help you learn
5. Practice exercises like Task/Job Sheets are sufficient to
learn required skills
6. Valuable knowledge are learned through the contents of the
course
7. Training Methodologies are effective
8. Assessment Methods and evaluation system are suitable for
the trainees and the competency
9. Recording of achievements and competencies acquired is
prompt and comprehensive
10. Feedback about the performance of learners are given
immediately
TRAINING FACILITIES/RESOURCES 1 2 3 4 5
1. Training Resources are adequate
2. Training Venue is conducive and appropriate
3. Equipment, supplies, and materials are sufficient
4. Equipment, Supplies and Materials are suitable and

appropriate
5. Promptness in providing Supplies and Materials
SUPPORT STAFF 1 2 3 4 5
1. Support Staff are accommodating

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
Comments/Suggestions:
SUPERVISED INDUSTRY TRAINING OR ON-THE-JOB

TRAINING EVALUATION FORM
Dear Trainees:
The following questionnaire is designed to evaluate the effectiveness of
the Supervised Industry Training (SIT) or On-the-Job Training (OJT) you
had with the Industry Partner ________________________. Please check (√)
the appropriate box corresponding to your rating for each question
asked. The results of this evaluation shall serve as a basis for improving
the design and management of the SIT in SICAT to maximize the benefits
of the said Program. Thank you for your cooperation.
Use the following rating scales:
5 - Outstanding
Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
4 - Very Good/Very Satisfactory
3 – Good/Adequate
2 – Fair/Satisfactory
1 – Poor/Unsatisfactory
Item No. Question RATING

INSTITUTIONAL EVALUATION 1 2 3 4 5 N/A
Has Metro Dumaguete College Inc.
conducted an orientation about the
1 SIT/OJT program, the requirements and
preparations needed and its expectations?
provided the necessary assistance such
2 as referrals or recommendations in
finding the company for your OJT?
showed coordination with Slate & Crystal
3 Events in the design and supervision of
your SIT/OJT?
Has your in-school training adequate to
4 undertake Slate & Crystal Events
assignment and its challenges?
5 monitored your progress in the Industry?
Has the supervision been effective in
6 achieving your OJT objectives and
providing feedbacks when necessary?
Did Metro Dumaguete College Inc.
7 conduct assessment of your SIT/OJT
program upon completion?
Were you provided with the results of the
Slate & Crystal Events and Metro
8 Dumaguete College Inc. assessment of
your OJT?
Item No. Question RATING

INDUSTRY PARTNER 1 2 3 4 5 N/A
Was Slate & Crystal Events appropriate
1 for your type of training required and/or
desired?
Has Slate & Crystal Events designed the
2 training to meet your objectives and
expectations?

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
Has Slate & Crystal Events showed
coordination with Metro Dumaguete
3 College Inc. in the design and supervision
of the SIT/OJT?
Has Slate & Crystal Events and its staff
4 welcomed you and treated you with
respect and understanding?
Has Slate & Crystal Events facilitated the
training, including the provision of the
5 necessary resources such as facilities and
equipment needed to achieve your OJT
objectives?
Has Slate & Crystal Events assigned a
6 supervisor to oversee your work or
training?
Was the supervisor effective in
7 supervising you through regular
meetings, consultations and advise?
Has the training provided you with the
necessary technical and administrative
8 exposure of real world problems and
practices?
Has the training program allowed you to
9 develop self-confidence, self-motivation
and positive attitude towards work?
Has the experience improved your
10 personal skills and human relations?
Are you satisfied with your training in the
11 industry?
Signature: ________________ Qualification: ________________________

Printed Name: __________________ Supervisor: _______________________
Host Industry Partner: Instructor:
_________________________________ ___________________________________
Period of Training: _______________________________________________

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
Program Evaluation Interpretation and Analysis
How to compute the average or the mean:
1. Add the points per item per rater
2. Divide the sum by the total number of raters
Example:
RATER Rating for Item 1 Rating for

Item 2
Rater A 3
Rater B 4
Rater C 5
Rater D 2
Rater E 4
Total points = 18
Number of Raters = 5
Computing for the Average or Mean

Total Points
Average =
Number of Rater
18
Average = ______________
5
Average = 3.6
Range:
0.00 - 1.49 = Poor/Unsatisfactory
1.50 – 2.49 = Fair/ Adequate
2.50 – 3.49 = Good/Satisfactory
3.50 – 4.49 = Very Good/Very Satisfactory

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
4.50 – 5.00 = Outstanding
Rater A
1. Workshop layout conforms with the components of a CBT 
workshop
2. Number of CBLM is sufficient 
3. Objectives of every training session is well explained 
4. Expected activities/outputs are clarified 
Rater B
workshop
Rater C
workshop
Rater D
workshop

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
Rater E
workshop
Summary of Ratings
RATER Rating for Item 1 Rating for Rating for Rating for
Item 2 Item 3 Item 4
Rater A 4 4 4 4
Rater B 4 4 4 4
Rater C 5 5 4 5
Rater D 5 5 4 5
Rater E 4 4 4 4
TOTAL 22 22 20 22
Average Rating
PREPARATION Average
1. Workshop layout conforms with the

4.4
components of a CBT workshop
2. Number of CBLM is sufficient 4.4
3. Objectives of every training session is

4
well explained
4. Expected activities/outputs are
4.4
clarified
General Average 4.3
Range:
0.00 - 1.49 = Poor/Unsatisfactory
1.50 – 2.49 = Fair/ Adequate
2.50 – 3.49 = Good/Satisfactory
3.50 – 4.49 = Very Good/Very Satisfactory
Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
4.50 – 5.00 = Outstanding
General Interpretation:
Based on the results, the supervised-industry training was very good/very

satisfactory having attained a 4.3 average on the preparation aspect. It is
evident that the program was well-prepared and that the trainees were
equipped with the necessary information and guidance on how to go about
with the program.
Recommendation/s:
Though it is clear that the preparation was done well, there is still a room
for improvement especially on the aspects that were not outstanding. I is
still recommended that the institution through the trainer conduct further
enhancement on how to prepare the trainees for on-the-job training. It may
also be good to review the methodologies of the preparation and institute
some changes in order to achieve an outstanding rating.

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
Maintain
Training
Facilities

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
OPERATIONAL PROCEDURE
Equipment Type TV Screen
Equipment Code MDC-TV-001
Location Practical work area
Operation Procedure:
1. Inspect the TV screen

2. Check the power cords
3. Connect the TV screen to a computer
4. Plug the TV screen to the electric outlet
5. Turn on the TV screen
6. Open “source” menu
7. Select the port you are using
8. Turn off the TV screen
9. Unplug TV screen from the electric outlet
10. Disconnect the TV screen from the computer

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
OPERATIONAL PROCEDURE CHECKLIST
YES NO
Did you?
1. Inspect the TV screen
2. Check the power cords
3. Connect the TV screen to a computer
4. Plug the TV screen to the electric outlet
5. Turn on the TV screen
6. Open “source” menu
7. Select the port you are using
8. Turn off the TV screen
9. Unplug TV screen from the electric outlet
10. Disconnect the TV screen from the computer

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
HOUSEKEEPING SCHEDULE
Event Management Servicing
Qualification Station/Bldg Practical Work Area/
NCIII
Tech. Voc. Bldg.
Area/Section All
In-Charge Emarlyn Torcia
Schedule for the 2nd Semester, 2022

ACTIVITIES Daily Ever Weekl Every Mont Remarks
Responsibl
y y 15th hly
e Person othe Day
r
Day
1. Clean and arrange Trainees/
working tables janitors (in
according to floor absence of 
plan/lay-out; check the
stability trainees)
2. Clean and maintain

work shop surroundings
by sweeping/ removing
fallen leaves, branches,
debris and other refuse, Trainees/
impounded water, janitors (in
clearing pathways of
obstructions
absence of 
the
trainees)
3. Clean and check
floor, walls, windows,
ceilings Trainees/ 
janitors (in
absence of
the
trainees)
4. Clean and check

computer set -monitor,
CPU, keyboards, mouse – Trainees/ 
free, unnecessary janitors (in
markings, dust; cables and absence of
plugs are in order; well- the
arranged; all items trainees)
functional
5. Clean, inspect air
conditioning equipment:

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
• keep screen and filter
free from dust/rust

Janitors
• Check selector knobs
if in normal positions
and are functional
• Check if drainage is OK
6. Clean, check and

maintain Tool Room
• Free of dust, not Trainees/
damp janitors (in 
absence of
• Tools in appropriate the
positions/locations trainees)
• With visible
labels/signage
• Logbook and forms
are complete, in
order and updated
• Lights, ventilation – OK
7. Clean and check Rest

Room
• Urinals, bowls, wash
basins, walls and
partitions are free
from stains, dirt, oils,
graffiti and
unnecessary objects;
• Ceilings free from Trainees/
cobwebs and janitors (in
dangling items absence of
• Floor is kept dry; no the 
broken tiles or trainees)
protruding objects
• Equipped with dipper
and pails; properly
located after use
• Water systems is
functional: no
dripping/damaged
faucets or pipes
• Drainage system is
working, no water-
clogged areas

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
• No offensive odor
• Lights /Ventilation –
8. Clean and check wash
area:
• Walls/Floors- –free Trainees/
from oils, molds, janitors (in
absence of
broken tiles, gums,
stains or graffiti the 
trainees)
• Drainage system is
functional
• Water system
functional; no
dripping faucets or
leaking pipes
• Free from
unnecessary objects
(mops, rags)
9. Disposal of waste Trainees/
materials janitors (in
absence of
(Follow waste
segregation system)
the
trainees)


Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
EVENT MANAGEMENT NC III WORKSHOP HOUSEKEEPING
INSPECTION CHECKLIST
Practical
Area/Section In-charge Alniev Factoran
Work Area
DAILY TASK YES NO

Dispose segregated waste; clean garbage cans
Sweep floors; if wet; wipe dry
Clean whiteboards
Clean and arrange workstation
Before leaving, collect electrical waste
WEEKLY TASK YES NO

Clean visual aid and update achievement/progress chart
Clean Ceiling, Walls, Bulbs
Check and clean equipment, tools, supplies, materials
Sanitize garbage receptacle
MONTHLY TASK YES NO
Conduct Inventory
REMARKS
Inspected by: Edlyn Casal Date: January 13, 2022

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
EQUIPMENT MAINTENANCE SCHEDULE
EQUIPMENT TYPE COMPUTER DESKTOP

EQUIPMENT CODE Comp-2016-09
LOCATION Practical Work Area
Schedule for the Month of _______
ACTIVITIES MANPOWE Dail Every Weekly Ever Monthl Remarks

R y Other y y
Day 15th
Day
1. Check IT
Maintena

electrical
nce
connections, Personel
cables and
outlets
2. Check IT
Maintena

System unit:
nce
 Cables are Personel
properly
attached
 No
Unnecessary
objects are
placed above.
3. Check IT
Maintena

monitor/keyboard
nce
/mouse. Personel
 Clean and kept
dry

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
EQUIPMENT MAINTENANCE INSPECTION CHECKLIST
Equipment Type : COMPUTER DESKTOP

Property Code/Number : Comp-2016-09
Location : PRACTICAL WORK AREA
YES NO INSPECTION ITEMS
 Are the electrical connections, cables and outlets check?
 Is the system unit checked properly?
 Are the keyboard, mouse and monitor kept clean and dry?
 Is your antivirus definitions updated?
Remarks: all the equipment is ready for use.
Inspected by: EDLYN CASAL Date: January 17, 2022

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
WASTE SEGREGATION LIST
Qualification Event Management Services NCIII
Area/Section Practical Work Area
In-Charge
WASTE SEGREGATION METHOD
General/Accumulated Wastes
Recycle Compose Dispose
Paper, cardboard, Etc

Ballpen

Mouse

Ink bottle

Ink cartridge


Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
TAG OUT INDEX CARD
Description
Date Type
Log Serial (System components, test
Issued (Danger/Caution)
reference, etc.)
DANGER
SEPT POWER SUPPLY
2016-01 DO NOT TOUCH
GROUNDED
2021
2016-02 SEPT DANGER AVR

2021 DO NOT TOUCH NO FUSE
2016-03 SEPT DANGER COMPUTER LAB
2021 DO NOT TOUCH CEILING REPAIR
Prepared by: Approved:
EMARLYN T. TORCIA EDLYN P. CASAL

Trainer Supervisor

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
WORK REQUEST
Unit Description: The printer is defective
NO. IJ-01
Observation/s: Date Reported: Jan 18, 2022
Ink spill and paper jam Reported by: Emarlyn Torcia
Activity: Printing Outputs/Portfolio Date completed: Jan 18, 2022
Spare parts used: Signature:
None Edlyn Casal

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
Breakdown / Repair Report
Property ID Number IJ-01

Property Name Ink Jet Printer
Location Practical Work Area
Findings Recommendation
Defective ink reservoir and paper Repairs of the defective printer
holder
Inspected by: Reported to:
Alniev Factoran Edlyn Casal
Date: Jan. 19, 2022 Date: Jan. 19. 2022
Assigned to: Received assignment:

April Palahang Emarlyn Torcia
Date: Jan. 19, 2022 Date: Jan. 19, 2022
Subsequent Action Taken: Recommendation:

Repairs Ready to use
By Technician: Reported to:
Ace Logic Technician Edlyn Casal
Date: Jan. 21, 2022 Date: Jan. 21, 2022

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
SALVAGE REPORT
AREA / SECTION Computer Laboratory

IN-CHARGE
FACILITY TYPE PART ID RECOMMENDATION
Printer – EPSON L10 Ink Refill Store as Back-up for Epson
L10 Printer

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
EQUIPMENT RECORD WITH CODE
AND PICTURE
No. Location Eqpt. # Qty Title Description Picture
1 P-02 G2001 3 Two way Radio Serial No.
Practical A121546-001
Work Area A121546-002
A121546-003
2 P-02 A2002 3 Mobile phone Serial No.

A121567-003
3 P-02 B2003 2 Telephone Serial No.

4 P-02 C2004 2 Fax Machine Serial No.

5 P-02 D2005 2 Digital camera Serial No.

6 P-02 E2006 2 Video camera Serial No.

Work Area B11453-002
7 P-02 F2007 2 Microphone Serial No.


Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
8 P-02 G2008 2 Sound System Serial No.
9 P-02 H2009 2 Megaphone Serial NO.

INSPECTION REPORT A
Property ID No. Comp -01 to -10
Property Name EVENT MANAGEMENT SERVICES COMPUTER
Location Computer Laboratory
Findings: Recommendation:
All Equipment are functional All equipment are ready for training purposes
Inspected by: Reported to:
Alniev Factoran Edlyn Casal
Date January 16, 2022 Date January 16, 2022

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
INSPECTION REPORT B
Area/Section Practical Work Area/Computer Laboratory
In-charge Emarlyn T.Torcia
PROGRESS/
FACILITY TYPE INCIDENT ACTION TAKEN
REMARKS
Printer – Epson L10 Ink Leak Sent to Epson Repaired
service center
Monitor of PC No. 5 No Power Sent to Computer Cannot be repaired;

Technician replace

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
Republic of the Philippines
TESDA, Region VII, Central Visayas
EJ Blanco Drive, Daro, Dumaguete City
Number : 001
PURCHASE REQUEST
Date : 01/18
Department : Tourism Department ALOBS No.:
Section : EMS NCIII
Total
Unit of ITEM Stock Estimated
Qty. Article Estimated
Issue DESCRIPTION No. Unit Cost
Cost
1 Pcs LCD Projector Viewsonic 01 45,999.00 45,999.00

5 Pcs Flashdrive Sandisk 02 299.00 897.00
1 Pcs Video Camera Sony 03 10,991.00 10,991.00
TOTAL ESTIMATED COST 57,887.00

PURPOSE / To be used for computer laboratory operations and activities.
REMARKS:
Requested by: Approved by:

Signature:
Printed Name: Emarlyn T.Torcia EDLYN P. CASAL
Designation: Trainer-EMS NCIII MDC – Manager
Note: Prepare in 4 copies: Original copy attached to DV, 1 copy End User, 1 copy Acctg., & 1 copy for
Supply Unit
TESDA FORM No. PSF-01

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
UTILIZE
ELECTRONIC
MEDIA

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid
CD

Management
Date Revised: Metro
Dumaguete 155
Developed by:
College
Bid

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Sector : TOURISM

Qualification Title: : EVENT MANAGEMENT SERVIC

Unit of Competency : PLAN AND DEVELOP EVE

Module Title : PLANNING AND DEVELOPING

Events Date Developed: Document No.

Language, literacy and Average grade in: Average grade in:

a. 95 and above a. 95 and above

Events Date Developed: Document No.

Physical ability 1. Disabilities (if any) _____________

Previous experience Work experience

Previous learning List down trainings related to events management

National Certificates acquired and NC level

Special courses Other courses related to qualification

Learning styles a. Visual - The visual learner takes mental pictures of

pointless and will not be retained by the auditory

Events Date Developed: Document No.

INSTRUCTIONS: This Self-Check Instrument will give the trainer necessary

Events Date Developed: Document No.

Events Date Developed: Document No.

Events Date Developed: Document No.

Form 1.2: Evidence of Current Competencies acquired related to

Events Date Developed: Document No.

Events Date Developed: Document No.

4. Establish and conduct business relationships

4.1 Establish and conduct

Events Date Developed: Document No.

Events Date Developed: Document No.

Events Date Developed: Document No.

From the accomplished Self-Assessment Check (Form 1.1) and the

Form 1.3 Summary of Current Competencies Versus Required

Required Units of Competency/ Current Competencies Training Gaps/

Events Date Developed: Document No.

Events Date Developed: Document No.

2. Develop an event concept

Events Date Developed: Document No.

7.1 Identify event operational Identify event

Events Date Developed: Document No.

Training Needs Module Title/

Events Date Developed: Document No.

LO 1: Interpret event brief

LO 2: Develop proposal and bid details

Date Developed: Document No.

LO 4: Submit or present the bid or proposal on time

Date Developed: Document No.

HOW TO USE THIS COMPETENCY –BASED

Events Date Developed: Document No.

The module, Planning and Developing Event Proposal or Bid, contains

In this module, you are required to go through a series of learning

The goal of this module is the development of practical skills. You

This will be the source of information for you to acquire knowledge

You will be given plenty of opportunity to ask questions and practice

Events Date Developed: Document No.

You must pass the Institutional Competency Assessment for this

PARTS OF A COMPETENCY-BASED LEARNING MATERIAL

Performance Criteria Checklist

Self-Check Answer Key

Learning Outcome Summary

In our efforts to standardize CBLM, the

Events Date Developed: Document No.

No. Unit of Competency Module Title Code

Lead workplace Leading workplace 500311109

Develop and practice Developing and practice 500311111

Solve problems related Solve problems related 500311112