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Management Performance Tools for cooperatives

Management Performance Tools for cooperatives



Tools to measure cooperative performance

Tools to measure cooperative performance



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    Management Performance Tools for cooperatives Management Performance Tools for cooperatives Presentation Transcript

    • Management Performance Tools for Cooperatives
    • 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.
    • 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
    • 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
    • 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
    • PESOS Portfolio Quality Efficiency Stability Operations Structures of assets
    • Leader micro small medium Large Feder ation Union CDO
    • 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
    • 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
    • PEARLS • • • • • • Protection Effective Financial Structure Asset Quality Rates of Return Liquidity, and Signs of Growth
    • CAMEL • • • • • CapitaL Asset Quality Management Earnings and Assets Liability Management
    • Balanced Score Card