Management Performance Tools for cooperatives

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Tools to measure cooperative performance

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Management Performance Tools for cooperatives

  1. 1. Management Performance Tools for Cooperatives
  2. 2. Rule 8, Section 2 of the Implementing Rules and Regulations of PA 9520 specifies the submission of the following reports: 1. Cooperative Annual Performance Report (CAPR); 2. Social Audit Report including its program of activities in pursuance of its socio-civic undertakings showing its achievements and end of every fiscal year; 3. Performance Report; 4. Audited Financial Statements duly stamped "Received " by the BIR; and 5. List of Officers and Trainings Undertaken /Completed.
  3. 3. Section 3. Additional Reports for Federations and Unions. Federations and Unions shall submit to the Authority the following additional reports: 1. List of cooperatives which have remitted their respective Cooperative Education and Training Funds (CETF); 2. Business consultancy assistance to include the nature and cost; nd 3. Other training activities undertaken specifying therein the nature, participants, and cost of each activity
  4. 4. I. Social Audit 1. Organizational 2. Membership 3. Staff 4. Cooperation Among Cooperatives 5. Community and Nation 6. Network, Alliances & Linkage 15 35 10 10 25 5_ 100_ Reference MC 2013-16
  5. 5. Comprises of two documents namely: Cooperative Performance Questionnaire and Performance Audit Report Reference MC 2013-15 3a. Adequacy of Internal Control 3b. Financial Ratios Profitability Performance 30 Institutional Strength 20 Structure of Assets 25 Operational Strength 25 TOTAL 100
  6. 6. PESOS Portfolio Quality Efficiency Stability Operations Structures of assets
  7. 7. Leader micro small medium Large Feder ation Union CDO
  8. 8. Eligibility Criteria • Must have a NETWORTH of: • Micro Scale Category - Below 10 Million • Small Scale Category - 10 Million to Below 50 Million • Medium Scale Category - 50 Million to Below 100 Million • Large Scale Category - 100 Million and above
  9. 9. BEST in Environmenta l Protection and Conservation BEST in Community Involvement and Development BEST in Cooperative Solidarity and Partnership BEST in Membership Growth and Expansion
  10. 10. PEARLS • • • • • • Protection Effective Financial Structure Asset Quality Rates of Return Liquidity, and Signs of Growth
  11. 11. CAMEL • • • • • CapitaL Asset Quality Management Earnings and Assets Liability Management
  12. 12. Balanced Score Card

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