Performance evaluation index system and project performance evaluation report template for expenditu

Performance evaluation index system and project performance evaluation report template for expenditure projects of fiscal budget units
catalogue
Performance evaluation index system for fiscal expenditure (reference table) 3
Performance Evaluation Report on Fiscal Expenditure Projects -6-
Project Performance Objective Table -7-
Basic Project Information -8-
Performance Evaluation Report on Fiscal Expenditure Projects -10-
Performance Evaluation Report on Fiscal Expenditure of XXXX Project in XXXX Year -16-
1、 Project Overview -16-
2、 Project Fund Usage and Management -18-
3、 Project organization and implementation status -19-
4、 Project Performance -22-
5、 Comprehensive evaluation and conclusion -39-
6、 Existing problems and suggestions -40-
Performance evaluation index system for fiscal expenditure (reference sample table)
First level indicator score
Second level indicator score, third level indicator score, interpretation and evaluation criteria
Project Decision 20 Project Objective 4 Objective Content 4 Whether the objectives are clear, detailed, and quantified (1 point), detailed (1 point), and quantified (2 points)
Decision Process 8 Decision Basis 3 Whether the project complies with the economic and social development plan and departmental annual work plan; Whether to develop medium and long-term implementation plans for projects that comply with economic and social development plans and departmental annual work plans as needed (2 points), and develop medium and long-term implementation plans as needed (1 point)
Whether the decision procedure 5 project meets the application conditions; Whether the application and approval procedures comply with relevant management measures; Whether the project adjustment has completed the corresponding procedures. The project meets the application conditions (2 points), the application and approval procedures comply with relevant management measures (2 points), and the project implementation adjustment has completed the corresponding procedures (1 point)
Is there a need to develop relevant fund management measures for fund allocation method 2, and clarify the fund allocation method in the management measures; Whether the factors for fund allocation are comprehensive, reasonable, and the methods are sound and standardized (1 point), and whether the factor selection is comprehensive and reasonable (1 point)
Whether the allocation of funds in result 6 complies with relevant management measures; Is the allocation result reasonable? The project complies with relevant allocation methods (2 points), and the fund allocation is reasonable (4 points)
Project Management 25 Funding in place 5 Delivery rate 3 Actual in place/Planned in place x 100% Score calculated based on the proportion of actual project funding to planned (3 points)
Timely availability of funds; If not in place in a timely manner, will it affect the project progress in a timely manner (2 points), if not in time but does not affect the project progress (1.5 points), if not in time and affects the project progress (0-1 points).
Is there any non compliant expenditure basis or false item expenditure in fund management 10, fund utilization 7; Is there any situation of intercepting, encroaching, or misappropriating project funds; Is there any situation where expenses exceed the standard and are falsely listed (embezzled)? 4-7 points will be deducted, 1 point will be deducted for expenses based on non-compliance, 3-6 points will be deducted for interception, embezzlement, or misappropriation, and 2-5 points will be deducted for expenses exceeding the standard
Is the financial management system for fund management and expense expenditure sound and strictly implemented; Whether the accounting is standardized and the financial system is sound (1 point), strict implementation of the system (1 point), and standardized accounting (1 point).
Organizational Implementation 10 Organizational Structure 1: Whether the organization is sound, whether the division of labor is clear, whether the organization is sound, and whether the division of labor is clear (1 point)
Has the management system 9 established a sound project management system; Whether to strictly implement relevant project management systems and establish sound project management systems (2 points); Strictly implement relevant project management systems (7 points)
Project Performance 55 Project Output 15 Output Quantity 5 Project Output Quantity Achieved Performance Objectives Evaluate output quantity based on the performance objectives at the beginning of the year or after adjustment (rated as excellent 5 points, good 3 points, medium 2 points, and poor 1 point)
Output Quality 4: Whether the output quality of the project has reached the performance target. Evaluate the output quality by comparing it with the performance target at the beginning of the year or after adjustment (scoring it as excellent by 4 points, good by 3 points, medium by 2 points, and poor by 1 point)
Output Timeliness 3: Whether the output timeliness of the project has reached the performance target. Evaluate the output timeliness by comparing it with the performance target at the beginning of the year or after adjustment (scoring it as excellent 3 points, good 2 points, average 1 point, and poor 0 points)
Output Cost 3: Is the output cost of the project controlled according to performance goals? Evaluate the output cost by comparing it with the performance goals at the beginning of the year or after adjustment (scoring it as excellent 3 points, good 2 points, average 1 point, and poor 0 points)
Project Effect 40 Economic Benefits 8. Whether the project implementation has generated direct or indirect economic benefits. Evaluate the economic benefits by comparing the performance goals at the beginning of the year or after adjustment (8 points)
Whether the implementation of the social benefits 8 project has produced comprehensive social benefits. Evaluate social benefits by comparing the performance goals declared at the beginning of the year or after adjustment (8 points)
Whether the implementation of the Environmental Benefit 8 project has a positive or negative impact on the environment. Evaluate the environmental benefits by comparing the performance goals declared at the beginning of the year or after adjustment (8 points)
Sustainable Impact 8: Evaluate the sustainable impact of project implementation on people, nature, and resources by comparing the performance goals declared at the beginning of the year or after adjustment (8 points)
service object 
Satisfaction 8: Evaluate the satisfaction level of the expected service recipients with the project implementation compared to the performance goals declared at the beginning of the year or after adjustment. Service recipient satisfaction (8 points)
Total score 100 100 100 100
Attachment 1
Performance evaluation report on fiscal expenditure projects
Evaluation type: □ Implementation process evaluation □ Completion result evaluation
Project Name:
Project Unit:
Supervisory department:
Evaluation period: From (date) to (date)
Organizational method: □ Finance department □ Supervisory department □ Project unit
Evaluation agency: □ Intermediary agency □ Expert group □ Project unit evaluation group
Evaluation unit (seal):
Reporting time:
Attachment 4-2
Project Performance Objective Table
Project Name:
Indicator type, indicator name, performance target, performance standard
excellent good average poor
Output indicators
Performance indicators
Efficiency indicators
Note: If there are any adjustments to the performance goals of the budget approval, they should be explained in the report. Projects with newly added (including those that need to be adjusted) targets can refer to the same type of project targets that have been reviewed by our department in the 2014 budget preparation for resetting or adjusting the filling.
Basic project information
1、 Basic information of the project
The competent department of the project implementation unit
Contact phone number of project leader
Address postal code
Project Type Recurring Project () Disposable Project ()
Planned investment amount
(Ten thousand yuan) Actual funds in place (Ten thousand yuan) Actual usage situation (Ten thousand yuan)
Among them: Central Finance Among them: Central Finance
Provincial Finance Provincial Finance
City and County Finance City and County Finance
Other Others
2、 Performance evaluation index scoring
First level indicator score, second level indicator score, third level indicator score
Project Decision 20 Project Objectives
4 Objective Content 4
Decision Process 8 Decision Basis 3
Decision Procedure 5
Fund Allocation 8 Allocation Method 2
Allocation result 6
Project Management 25 Funds in Place 5 Delivery Rate 3
In place timeliness 2
Fund Management 10 Fund Usage 7
Financial Management 3
Organizational Implementation 10 Organizational Structure 1
Management System 9
Project Performance 55 Project Output 15 Output Quantity 5
Output Quality 4
Output timeliness 3
Output cost 3
Project Benefit 40 Economic Benefit 8
Social benefits 8
Environmental benefits 8
Sustainable Impact 8
Customer Satisfaction 8
Total score 100 100 100 100
Evaluation order
3、 Evaluators
Name, Position/Title, Unit, Project Rating, Signature
Evaluation team leader (signature):
Project unit leader (signature and seal):
Year Month Day
Performance evaluation report on fiscal expenditure projects
(Reference outline)
1、 Project Overview
（1） Basic information of the project unit.
（2） The basic nature, purpose, main content, and scope of the project.
（3） The expected overall goals and phased goals of the cross annual project.     
2、 The use and management of project funds
（1） Analysis of the availability of project funds (including fiscal funds, self raised funds, etc.).
（2） Analysis of project fund utilization (mainly referring to fiscal funds).
（3） Analysis of project fund management situation (including the formulation and implementation of management systems and methods).
3、 Project organization and implementation status
（1） Analysis of project organization situation (including project bidding situation, adjustment situation, completion acceptance, etc.).
（2） Analysis of project management situation (including project management system construction, daily inspection and supervision management, etc.).
4、 Project performance
（1） Analysis of the completion status of project performance goals.
1. Economic analysis of the project.
(1) Project cost (budget) control situation;
(2) Project cost (budget) savings.
2. Efficiency analysis of the project.
(1) The implementation progress of the project;
(2) Project completion quality.
3. Benefit analysis of the project.
(1) The degree of completion of the expected project objectives.
(2) The impact of project implementation on the economy and society.
4. Sustainability analysis of the project.
Mainly analyze the factors that affect the sustainable development of the project, such as policies, funding, personnel and organizational arrangements, and management measures, after the completion of the project.
Analysis of the completion status of performance indicators for project budget approval
Compare the actual status of the project after the expenditure of project funds with the performance indicators approved in the budget (if there are adjustments, the adjusted indicators will be used), and analyze the completion status of each indicator in detail.
Analysis of reasons for incomplete project performance goals.
Mainly analyze the performance targets of projects that have not completed the 2013 budget approval.
5、 Comprehensive evaluation situation and evaluation conclusion (attached with relevant scoring table in the format of Annex 4).
6、 Main experiences and practices, existing problems and suggestions (including fund arrangement, experience in use, practices, existing problems, improvement measures, and relevant suggestions).
7、 Other issues that need to be clarified, such as the follow-up work plan for unfinished projects in the current year.
XXXX Year XXXX Project
Template for Performance Evaluation Report of Fiscal Expenditure
Evaluation type: □ Implementation process evaluation √ Completion result evaluation
Project Name: XXXX Year XXXX Project
Project unit: XX Bureau of XX Province
Supervisory department:
Evaluation time:
Organizational method: √ Finance department □ competent department □ project unit
Evaluation agency: √ Intermediary agency □ Expert group □ Project unit evaluation group
Basic project information
1、 Basic information of the project
The project implementation unit is the competent department of XX Bureau in XX Province
Project leader's contact phone number: 65353293
Address postal code
Project Type Recurring Project () One time Project (√)
Planned investment amount
(10000 yuan) 200 actual paid in funds (10000 yuan) 200 actual usage situation (10000 yuan)
Among them: Central Finance 100 Among them: Central Finance 100 49.8
Provincial Finance Budget 100 Provincial Finance Budget 100 38.69
City and County Financial Budgets
Local bond funds
2、 Performance evaluation index scoring
First level indicator score, second level indicator score, third level indicator score
Investment 25 Project Approval 15 Project Approval Standardization 3 3
Reasonableness of performance goals 6
Clarity of performance indicators 6 6
Funding implementation 10, funding availability rate 5 5
In place and timely rate 5 5
Process 24 Business Management 12 Management System Soundness 4 4
Effectiveness of institutional implementation 4 2
Project quality controllability 4 2
Financial Management 12 Management System Soundness 4 2
Compliance of fund usage 4 2
Effectiveness of financial monitoring 4 2
output
31 Project Output 31 Actual Completion Rate 8.267
Timely completion rate 8 2.67
Quality compliance rate 8 8
Cost savings rate 7 4.67
Effect 20 Project Benefit 20 Economic Benefit 0 0
Social benefits 10 3.34
Ecological benefits 0 0
Sustainable Impact 5 1.67
Satisfaction of the public or service recipients 5 5
Total score 100 100 100 67.02
Evaluation grade is average
3、 Evaluators
Name, Position/Title, Unit Signature
Evaluation Team Leader
Year Month
Performance Evaluation Report on Fiscal Expenditure of XXXX Project in XXXX Year
1、 Project Overview
（1） Basic information of the project unit.
The XX Bureau (Hall) of XX Province is a provincial-level deputy department level public institution (referring to civil servant management), which is under the jurisdiction of the Provincial Government and is under the management of the Provincial Government Office. The Provincial Archives Bureau (Library) implements the "two brands, one set of personnel" joint office, with seven department level institutions including the Office (Party Committee and Trade Union), Business Guidance Department, Legal Propaganda Department, Archives Management Department, Collection and Research Department, Technical Department, and Audio Visual Archives Management Department, exercising two functions of administrative management and collection, storage, and utilization of archives throughout the province.
XX Provincial Archives is a province