Coop Social Audit 2013
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Coop Social Audit 2013

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Prepared by Van Ian F. Enriquez, Chief RIT and Legal Unit CDA Dagupan Extension Office

Prepared by Van Ian F. Enriquez, Chief RIT and Legal Unit CDA Dagupan Extension Office

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Coop Social Audit 2013 Coop Social Audit 2013 Presentation Transcript

  • SOCIAL AUDIT REPORT (CDA MC 2013-16) Prepared by: Van Ian F. Enriquez Chief RIT & Legal Units CDA Dagupan Extension Office
  • LEGAL BASES Article 53 & 80 of R.A. 9520; Rule 8 & 11 of the IRR; Social Audit – is the procedure where the cooperative assesses: 1. Its social impact and ethical performance vis-à-vis its stated mission, vision, goals and code of social responsibility; 2. Its contribution for the upliftment of the status not only to its members’ economic needs but also social needs and the community where it operates. - It relates to the impact not only to the community but to its regular members as the immediate beneficiary of the decisions and actions promulgated, passed and implemented. - It serves as a control mechanism to account for the coop’s social performance and evaluate its impact in the community taking into account the Community Development Fund (CDF) which shall be used for projects or activities that will benefit the community where it operates. 7th Cooperative Principle “Concern for Community”
  • General Information Name of the Cooperative as of the latest Amendment Present Address of the Cooperative Type of Cooperative Re-registration No. Vision/Mission & Goal
  • ORGANIZATION (15 points)OBJECTIVE: To measure the cooperative’sobservance of the importance of having theVision, Mission and Goal as its foundation.It also looks into the presence of theCode of Governance and Ethical Standardsand Feedback Mechanism and how it is beingdeveloped and implemented.
  • A. Vision, Mission and Goals (4 points)1. Cooperative Vision, Mission and Goals (VMG) MEANS OF VERIFICATION Indicate the VISION Statement:  Written Vision, Mission ______________________________________ and Goals (VMG) ______________________________________ Indicate the MISSION Statement:  General Assembly ______________________________________ Resolutions; ______________________________________  Minutes of Meeting Indicate the GOALS: ______________________________________ ______________________________________ Approval of the VMG by the 4 points General Assembly, specify Date: _______________________________
  • B. Code of Governance and Ethical Standards (3 points) YES MEANS OF VERIFICATION AREA OF CONSIDERATION OR NO  Code of GovernanceWith CooperativeCode of Governance?With Code of Conduct &  Code of Conduct &Ethical Standards?Are all the key players of the Ethical Standardscooperative involved in itsdevelopment?  Report of Activity Give 1 point for every positive answer 3 points
  • C. Feedback Mechanism (4 points) 1. With approved policy on feedback MEANS OF VERIFICATION mechanism?  Manual of Policies, YES ( )  Board Resolutions; NO ( ) If yes, 1 point  Minutes of BOD meeting(s); 2. Presence of mechanisms to gather  Activity Reports; feedbacks:  Consolidated Reports on Feedbacks, Suggestions etc. IF yes, of members YES INDICATE GROUP or TOOLS/ NO FEEDBACK TOOLS/INSTRUMENTS INSTRUMENTS  Membership meeting(s)MEMBERS  Area consultation(s)OFFICERS  Suggestion & Grievance Box  Telephone logbookMANAGEMENT STAFF & OTHERPERSONS/INSTITUTIONS  E-mail/internet/social network  Correspondence/mail/SMS Give 1 point for every  Freedom Board positive answer 4 points
  • D. Feedbacks Acted Upon (4 points)  Get the no. of feedbacks received and acted upon;  Divide the no. of feedbacks actedNO. OF FEEDBACKS upon over the no. of feedbacks RECEIVED received and multiply by 100 to get the percentage: Feedbacks acted upon x 100 Feedbacks receivedNO. OF FEEDBACKS 90% - 100% are acted upon 4 ACTED UPON 70% - 89% are acted upon 2 50% - 69% are acted upon 1 Below 50% are acted upon 0 4 points
  • Summary: CODE OF GOVERNANCE VISION & MISSION & ETHICAL STANDARDS (4 POINTS) (3 POINTS) ORGANIZATION (15 points) FEEDBACKS ACTEDFEEDBACK MECHANISM UPON (4 POINTS) (4 POINTS) 15 points
  • II. MEMBERSHIP (35 points)OBJECTIVE: To determine the effectivenessof the cooperative in meeting the needs ofits members, thereby promoting economicupliftment and empowerment of its members
  • A . Asset Building (12 points)1. ECONOMIC PARTICIPATION OF MEMBERS No. of members who 1.1 NO. OF MEMBERS WHO PATRONIZE patronized the service THE SERVICE OF THE COOP FOR SINGLE PURPOSE of the coop________ x 100 Total no. of membersNO. OF MEMBERS WHOPATRONIZE THE COOPSERVICETOTAL NO. OF MEMBERS 50% - 100% 2(regular + associateswhether MIGS or not) 30% - 49% 1.5PERCENTAGE 20% - 29% 1.0 10% - 19% 0.5MEANS OF VERIFICATION Below 10% 0Schedule of Members’ PatronageRefund;Registry of Members 2 points
  • A . Asset Building1. ECONOMIC PARTICIPATION  Get the total no. of patronizing members OF MEMBERS (continuation) for every service of the coop; 1. 2 NO. OF MEMBERS WHO PATRONIZE THE SERVICES  Get the average by dividing the total no. OF THE COOP FOR of patronizing members per service over MULTI-PURPOSE the number of services of the coop;  Get the percentage: NO. OF COOP SERVICES Average no. of members who patronized the services of the coop TOTAL NO. OF x 100 MEMBERS Total no. of membersWHO PATRONIZE PER SERVICE OF THE COOPERATIVE 50% - 100% 2 30% - 49% 1.5 TOTAL NO. OF 20% - 29% 1.0 MEMBERS 10% - 19% 0.5 AVERAGE Below 10% 0 PERCENTAGE 2 points
  • A . Asset Building2. OWNERSHIP PARTICIPATION  Get the increase/decrease: THROUGH CAPITAL BUILD -UP current no. of members with 2.1 INCREASE IN THE NO. OF additional share LESS previous no. EXISTING MEMBERS W/ of members with additional share ADDTIONAL SHARE CAPITAL Increasing – 1.5 points Status quo – 1 point NO. OF Declining – 0 point EXISTING YEAR MEMBERS WITH ADDITIONAL MEANS OF VERIFICATION SHARE CAPITAL  Schedule of Paid-Up CapitalCURRENT YEAR (year under audit & preceding year)PREVIOUS YEARINCREASE/DECREASE 1.5 points
  • A . Asset Building  Get the increase/decrease:2. OWNERSHIP PARTICIPATION THROUGH CAPITAL BUILD -UP Current amount of share capital LESS Previous amount of share 2.2 INCREASE IN THE AMOUNT OF SHARE CAPITAL capital Increasing – 1.5 points Status quo – 1 point Declining – 0 point AMOUNT OF YEAR SHARE CAPITAL MEANS OF VERIFICATION  Schedule of Paid-Up CapitalCURRENT YEAR (year under audit & preceding year)PREVIOUS YEARINCREASE/DECREASE 1.5 points
  • A . Asset Building2. OWNERSHIP PARTICIPATION  Get the increase/decrease: THROUGH CAPITAL BUILD -UP Current no. of members with 2.3 INCREASE IN THE NO. OF additional deposits LESS Previous EXISTING MEMBERS W/ no. of members with additional ADDITIONAL DEPOSITS deposits Increasing – 1.5 points NO. OF Status quo – 1 point EXISTING MEMBERS Declining – 0 point YEAR WITH ADDITIONAL DEPOSITS MEANS OF VERIFICATIONCURRENT YEAR  Schedule of Deposits Liabilities (year under audit & preceding year)PREVIOUS YEARINCREASE/DECREASE 1.5 points
  • A . Asset Building  Get the increase/decrease:2. OWNERSHIP PARTICIPATION THROUGH CAPITAL BUILD -UP Current amount of total deposits LESS Previous amount of total 2.4 INCREASE IN THE AMOUNT OF DEPOSITS deposits Increasing – 1.5 points Status quo – 1 point Declining – 0 point AMOUNT OF YEAR DEPOSITS MEANS OF VERIFICATIONCURRENT YEAR  Schedule of Deposits LiabilitiesPREVIOUS YEAR (year under audit & preceding year)INCREASE/DECREASE 1.5 points
  • A . Asset Building3. MEMBERS ECONOMIC GROWTH  *Survey at least 5% - 10% of Members in Good Standing but in no case it should be less than 30 3.1 UPLIFTMENT OF THE LIVES individual respondents identified OF THE MEMBERS: through random sampling;  Tabulate and analyze data; % % % NOINDICATOR INCREASE DECREASE CHANGE  Give pointsINCOME MEANS OF VERIFICATION  Survey Result/QuestionnaireLIVELIHOOD *Survey QuestionnaireSAVINGS to be developed in partnership with the social auditorsASSETS 4 points
  • B. Members’ Governance (10 points)1. INFORMATION FACILIITES, COUNT AND GIVE POINTS: please check below:  3 or more Information Facilities - 2 pointsTYPE OF INFORMATION FACILITY √  Below 3 Information Facilities - 1 point MEANS OF VERIFICATIONNewsletter  Newsletter or any publication;Telecommunication(Telephone, fax, cell phone,  Website;etc.)  Flyers;Bulletin, Flyers, Primers,  Reports of Activities;Brochures, etc.  Bulletin Board;Website/Social NetworkMembership, etc.  Minutes of Membership Meeting;  Etc.Membership MeetingOthers, specify 2 points
  • B. Members’ Governance - Get the average result per item by using the 2. MEMBERSHIP PARTICIPATION following denominator: (PLEASE INDICATE THE NO. AND % ): NUMERATOR DENOMINATOR AVERAGE NO. OF Actual no. of members MEMBERS WHO ACTIVITIES WHO VOTED IN THE ELECTION PARTICIPATED TOTAL NO. OF Actual no. of members MEMBERS IN GOODELECTION OF OFFICERS WHO PARTICIPATED IN THE STANDING (MIGS)AND APPROVAL OF APPROVAL OF THE DEVELOPMENTDEVELOPMENT PLAN PLAN & BUDGET DURING THE& BUDGET DURING G.A. GENERAL/REPRESENTATIVE ASSEMBLYMEMBERSHIP MEETING/ Actual no. of members TARGET MEMBERSCONSULTATION/FORUM WHO ATTENDED MEMBERSHIP AS INDICATED IN THE MEETING/CONSULTATION/ FORUM PLANS OR PROGRAMS.MEMBERSHIP EVENTS IN THE ABSENCE Actual no. of members THEREOF, USE(e.g. tree planting, medical WHO PARTICIPATED IN THE THE TOTAL NO. OFmission (, etc.) MEMBERSHIP EVENTS (e.g. tree EXISTING MEMBERS planting, medical mission, etc)
  • B. Members’ Governance2. MEMBERSHIP PARTICIPATION - On the percentage scale of members (continuation) who participated, give points as indicated below:MEANS OF VERIFICATION  50%-100% of the average membership - 2 points G.A. Attendance Sheet; who participated  25- below 50% of the Consultations/Meetings average membership - 1 point Attendance Sheet; who participated  Below 25% of the Development Plan; average membership - 0 point who participated Registry of Members 2 points
  • B. Members’ Governance - Survey at least 5% - 10% of Members in Good Standing3. MEMBERS’ FEEDBACK but in no case it should be less than thirty (30) individual respondents identified through random sampling; 3.1 MEMBERS’ PERCEPTION IN AIRING THEIR IDEAS, - Tabulate and analyze; FEEDBACKS AND - On the percentage scale of members who answered OPINIONS, please check: easy & satisfied, give points as indicated below : RATING √ EASY 2 PERCENTAGE SCALE POINT SCORE DIFFICULT 90% - 100% ANSWERED EASY 2 3.2 MEMBERS’ SATISFACTION ON 70% - 89% ANSWERED EASY 1.5 THE ACTION MADE ON THEIR FEEDBACKS, please check: 50% - 69% ANSWERED EASY 1 BELOW 50% ANSWERED EASY 0 RATING √ SATISFIED 2 NOT SATISFIED PERCENTAGE SCALE POINT SCORE 90% - 100% ARE SATISFIED 2 70% - 89% ARE SATISFIED 1.54 points 50% - 69% ARE SATISFIED BELOW 50% ARE SATISFIED 1 0
  • B. Members’ Governance - Survey at least 5% - 10% of Members in Good Standing but in no case it should be less than thirty (30) individual respondents identified through3.3 MEMBERS’ SATISFACTION ON random sampling; SERVICES, please check: - Tabulate and analyze; - On the percentage scale of satisfied members, give points as indicated below: RATING √ PERCENTAGE SCALE POINT SCORE SATISFIED 90% - 100% ARE SATISFIED 2 NOT SATISFIED 70% - 89% ARE SATISFIED 1.5 50% - 69% ARE SATISFIED 1 BELOW 50% ARE SATISFIED 0 2 points
  • C. Members’ Benefits (3 POINTS)PRESENCE AND PERCENTAGE OFMEMBERS BENEFITTING FROM - Determine the activities/programs andTHE SOCIAL BENEFIT PROGRAM/S indicate if yes or no; NO. OF - Divide the total no. of members with the total no. YES MEMBERS MEMBERS’ BENEFIT or BENEFITTING of members benefitting from the program/s to PROGRAM NO FROM THE get the percentage and give points as PROGRAM indicated below:GROUP INSURANCE 2O% OF TOTAL NO. OF MEMBERS -MEDICAL & HEALTH 2ASSISTANCE ABOVE 10% TO BELOW 20% OF TOTAL NO. OF 1EDUCATIONAL MEMBERSASSISTANCE BELOW 10% OF TOTAL NO. OF 0 MEMBERSBURIAL ASSISTANCE/AID MEANS OF VERIFICATION - Audited Financial Statements with notes (expenses)Others, Specify - Activity Report or any similar documentsIf with social benefit 2 pointsprogram, give 1 point
  • D. Members’ Education (10 points)1. PROVISION OF EDUCATION TO MEMBERS For the number of trainings1.1 Presence of continuing education conducted/attended: program that contribute to human - Get the total no. of training(s) for the members as development of members targeted and actual no. of training(s) conducted/ (e.g. values, principles, ethics, attended; practices, citizenship, livelihood/skills training) - Compute and give points as indicated below:  YES ( )  NO ( ) If yes, 1 point 6 – ABOVE TRAININGS CONDUCTED/ATTENDED 2 MEANS OF VERIFICATION 4 - 5 TRAININGS CONDUCTED/ATTENDED 1.5 Developmental Plan; 2 - 3 TRAININGS CONDUCTED/ATTENDED 1 Education and Training Program; 0 - 1 TRAININGS CONDUCTED/ATTENDED 0 EDCOM Calendar of Activities; Report on Training Activity/Terminal Reports; 2 points Attendance Sheets; Certificate of Attendance/Participation
  • D. Members’ Education1.2 Implementation of Education For the no. of members who attended the Program training(s): NO. OF - Get the sum of the average members who attendedCONTINUING NO. OF MEMBERS per training as indicated on the left side.EDUCATON TRAININGS WHO - The denominator of each indicator is the number of&TRAINING ATTENDEDPROGRAM PER PER members per target/plan TARGET/ TARGET/ ACTUAL ACTUAL PLAN PLANVALUES EDUCATION POINT CATEGORY OF COOPERATIVE & RATING SCORECOOP PRINCIPLES& PRACTICES FOR LARGE COOPS (P100M UP of total assets)ETHICSENTRPRENUERIAL 50% - 100% of members attended trainings 2SKILLS 30% - 49% of members attended trainings 1LEADERSHIP Below 30% of members attended trainings 0.5TRAINING FOR MEDIUM COOPS (P15M to P100M of total assets)FINANCIALLITERACY 30% - 100% of members attended trainings 2LIVELIHOOD 15% - 29% of members attended trainings 1 Below 15% of members attended trainings 0.5OTHERS, specify FOR SMALL/MICRO COOPS (below P15M of total assets) 20% - 100% of members attended trainings 2 2 points 10% - 19% of members attended trainings Below 10% of members attended trainings 1 0.5
  • D. Members’ Education2. LEADERSHIP DEVELOPMENT  Identify the programs for leadership development; PROGRAM  Count and give points as indicated below: 2.1 Presence of Leadership Program for cooperative officers, please check: 3 – ABOVE PROGRAMS IMPLEMENTED 2 YES ( ) NO ( ) If yes, 1 point 1 – 2 PROGRAMS IMPLEMENTED 1 NO PROGRAMS IMPLEMENTED 0 2.1.1 Implementation of Program for Cooperative Officers, please check: MEANS OF VERIFICATION LEADERSHIP DEVELOPMENT  Developmental Plan; PROGRAM IMPLEMENTED √  Education and Training Program; Executive Retreats /Reflection Session  EDCOM Calendar of Activities; Succession Planning  Report on Trainings; Immersion (OJT)  Activity/Terminal Reports; Leadership Session  Attendance Sheets Others, please specify 2 points
  • D. Members’ Education 2. LEADERSHIP DEVELOPMENT  Identify the mandatory trainings attended PROGRAM by coop officers;  Count and give points as indicated below: 2.1.2 Mandatory Trainings for Cooperative Officers attended: 3 – ABOVE PROGRAMS ATTENDED 2 NO. OFMANDATED TRAININGS ATTENDED COOP 1 – 2 PROGRAMS ATTENDED 1 OFFICERS TRAINED NO PROGRAM IMPLEMENTED 0(e.g.*Basic Cooperative Course)(e.g. *Financial Management) MEANS OF VERIFICATION(e.g. *Conflict Management)  Developmental Plan;(e.g. *Parliamentary Procedure)  Education and Training Program;  EDCOM Calendar of Activities;*As per Rule 7 of the IRR &CDA – Memorandum Circular No. 2011-27  Report on Trainings;  Activity/Terminal Reports;  Attendance Sheets  Certificate of Participation 2 points
  • Summary: ASSET BUILDING MEMBERS’GOVERNANCE (12 POINTS) (10 POINTS) MEMBERSHIP (35 points) MEMBERS’ BENEFIT MEMBERS’ EDUCATION (3 POINTS) (10 POINTS) 35 points
  • III. STAFF AND EMPLOYEES (10 Points) OBJECTIVE: To measure the cooperative’s initiatives for employees welfare and development
  • A. Compensation and Benefits (4 points)1. Compensation MEANS OF VERIFICATION 1.1 Standard Salary prevailing within  Brgy. Micro Business Enterprises the locality, please specify: (BMBE) Exemption of LGUs;  *Regional Wage/Salary Standards ______________________________ and Human Resource Policy;  If the coop follows the standardized  Certificate of Remittances Salary Scale, give 1 point *National Wages & Productivity 1.2 Other Labor Standards Provisions (e.g. SSS, PAG-IBIG, PHILHEALTH, Commission (DOLE) provides: Retirement Package, etc.), specify: - Minimum Wage of P233 to P253 for Non Agricultural Employment _______________________________ and; P205 for Agricultural Employment  If the coop is compliant with other Labor Standards provisions, give 1 point. 2 points
  • A. Compensation and Benefits2. Benefits MEANS OF 2.1 MONETARY benefits for staff/employees VERIFICATION (e.g. leave credits convertible to cash, Performance Bonus, nth Month Pay), specify:  Coop’s Human Resource Policy; __________________________________________  Payroll;  If the coop provides monetary incentives/benefits to  Disbursements; staff/employees, give 1 point  Summary Reports 2.2 NON-MONETARY benefits for staff/employees (e.g. HMO, Rice Subsidy, Uniforms), specify: __________________________________________  If the coop provides non-monetary incentives/benefits to staff/employees, give 1 point. 2 points
  • B. Employees Support Program (3 points) 1. PRESENCE OF THE FOLLOWING SUPPORT Count the number of Support Programs PROGRAMS, please check: and give points as indicated below: SUPPORT PROGRAM √ 3 & ABOVE PROGRAMS ARE PRESENT 3Employee Development 2 PROGRAMS ARE PRESENT 2Committee/Council 1 PROGRAM IS PRESENT 1Insurance Protection ProgramGrievance MechanismAwards & Recognition MEANS OF VERIFICATIONContinuing Education Program - Coop’s HR Policy(Scholarship, Seminar, Trainings, etc.)Social, Cultural & Sports Programs - Activity Reports - AFSOthers, Specify - Performance Evaluation Report 3 points
  • C. Work Environment (3 points)1. PRESENCE OF ADEQUATE LOGISTICAL SUPPORT & - Identify and check important CONDUCIVE WORKING elements available in the ENVIRONMENT, please check: workplace; - Count and give points as ELEMENTS √ indicated below:Properly Ventilated Working AreaAppropriate Equipment & Devices are 4 & ABOVE ELEMENTS ARE PRESENT 3Available to Perform Work 2-3 ELEMENTS ARE PRESENT 2Design of Office Equipment & Devices to 1 ELEMENT IS PRESENT 1Fit the UsersBasic Facilities to address employees’necessities are available (e.g. comfortrooms, pantry, health & maternal clinic, etc. 3 pointsHealth & Safety Working SpaceOthers, Specify
  • Summary: EMPLOYEES’ SUPPORT PROGRAM (3 POINTS) COMPENSATION WORK & BENEFITS ENVIRONMENT (4 POINTS) (3 POINTS) STAFF & EMPLOYEES 10 points
  • IV. COOPERATION AMONG COOPERATIVES (10 POINTS) OBJECTIVE: To measure the cooperative’s extent of participation with federations, unions and other cooperatives.
  • A. Membership and Affiliation (4 points)  If affiliated to a federation,1. Affiliation and Participation give 1 point; 1. 1 Federation: _____________ 1  If affiliated to a union, give 1 point;  If coop gives financial support 1. 2 Union: _________________ 1 service/s, give 1 point;  If coop gives non-financial2. Support services (projects/activities) support service/s, give 1 point to federation or union other than the patronage of their core business MEANS OF VERIFICATION 2. 1 Financial, specify  Certificate of Membership/Affiliation ___________________________ 1  Official Receipts & Vouchers 2. 2 Non-Financial, specify ___________________________ 1 4 points
  • B.CETF Due to Federation/Union (2 points)Please specify below, if applicable: SUPPORT PROGRAM Amount ALLOCATED for the audit period Amount REMITTED for the audit period Give point(s) as indicated below: POINT MEANS OF VERIFICATION SUPPORT PROGRAM SCORE Full payment of CETF 2 Official Receipts & Partial payment of CETF 1 Vouchers Non-payment of CETF 0 2 points
  • C. Cooperative Alliance, Linkages, Networks (4 points) 1. INTER-COOPERATIVE PARTNERSHIP. please indicate WITH BUSINESS PARTNERSHIP NON NAME OF BUSINESS BUSINESS COOPERATIVE PARTNERSHIP 3 AND ABOVE PARTNERSHIP 2 PARTNERSHIP 2 BUSINESS PARTNERSHIP 1 1 BUSINESS PARTNERSHIP 0 Joint Venture Mentoring Marketing of WITH NON BUSINESS Coop Coaching PARTNERSHIP Products Rice Trading 3 AND ABOVE PARTNERSHIP 2 2 BUSINESS PARTNERSHIP 1 1 BUSINESS PARTNERSHIP 0 Others 4 points
  • Summary: CETF DUE TO FEDERATIONS AND UNIONS (2 POINTS) COOPERATIVE MEMBERSHIP & ALLIANCE, AFFILIATION LINKAGES & NETWORKS (4 POINTS) (4 POINTS) COOPERATION AMONG COOPERATIVES 10 points
  • V. COMMUNITY AND NATION (25 POINTS)  OBJECTIVE: To determine the extent of community involvement and contribution of the cooperative.
  • A. Contribution to National & Community Development Programs (15 points) 1. PRESENCE OF APPROVED PROJECTS AND PROGRAMS, please check below: √ WITH NATION BUILDING PROGRAMS (Millennium Development Goals or MDGs of UNDP) APPROVED PROGRAMS Eradicate Extreme Poverty and Hunger (livelihood program for non-members) Achieve Universal Primary Education (Donations to school construction, books or to any of DEPED’s Programs) Promote Gender Equality and Empower Women Reduce Child Mortality Improve Maternal Health Combat HIV/AIDS, Malaria and other diseases Ensure Environmental Sustainability (Disaster & Risk Reduction Program; Tree Planting Activity; River and Coastal clean up; etc) Develop a Global Partnership for Development (e.g. internationally funded program) Youth Development Program Culture, Tradition and History (patriotism, love of country, etc) Peace and Order Health and Sanitation Others, specify
  • A. Contribution to National & Community Development Programs 1. PRESENCE OF APPROVED PROJECTS AND PROGRAMS (continuation) CATEGORY OF COOP & POINT MEANS OF VERIFICATION NO. OF APPROVED PROJECTS SCORE FOR LARGE & MEDIUM COOPS Minutes of Meetings; 8 - above approved projects/ projects 8 Developmental Plans; 6-7 approved projects/ programs 6 Activity Reports; 4-5 approved projects/ programs 4 Photos; 2-3 approved projects/programs 2 Disbursement Vouchers 1 approved program 1 & similar documents; FOR MICRO & SMALL COOPS AFS; 7 - above approved projects/projects 8 5-6 approved projects/ programs 6 MOUs & MOAs; 3-4 approved projects/ programs 4 Minutes of Meetings; 2 approved projects/programs 2 Activity Design 1 approved program 1 8 points
  • A. Contribution to National & Community Development Programs 2. PROGRAMS IMPLEMENTED, On the percentage scale of please specify below: program/s implemented, PROGRAMS NO. OF give points as indicated below: RESOURCESIMPLEMENTED FOR NON MEMBER- BENEFICIARIES APPLIED MDGs 100% PROGRAM/S IMPLEMENTED 7 80%-99% PROGRAM/S IMPLEMENTED 5 60% - 79% PROGRAM/S IMPLEMENTED 3 40% - 59% PROGRAM/S IMPLEMENTED 2 BELOW 40% PROGRAM/S IMPLEMENTED 1The Millennium Development Goals (MDGs) are a setof eight time-bound, concrete and specific targets inthe United Nations Development Programme (UNDP)aimed at significantly reducing, if not decisivelyeradicating poverty, by the year 2015.MDGs have been integrated into the Medium-Term 7 pointsPhilippine Development Plan (MTPDP) 2004 -2010.
  • B. Responsiveness to Gender, Elderly, Youth and Person with Special Needs (PWSN) (6 points) 1. PLANS AND PROGRAMS MEANS OF VERIFICATION 1.1 PRESENCE of Approved Policy YES ( )  Board Resolutions; NO ( ) If yes, 2 points  Minutes of GA/BOD Meeting;  Activity Reports; Please specify the policy:  Photos;  MOU or MOA; ____________________________  Coop Policies; 1.2 Program IMPLEMENTED,  Other similar documents please specify: ______________________________ Give 1 point for each of the program implemented for every social sector 6 points (Gender, Elderly, Youth, PWSN)
  • C. Community Outreach (4 points)1. NO. OF MEMBERS OVER WORKING Get the total no. of members and POPULATION IN THE AREA OF total no. of *working population; OPERATION, please specify below: Divide the total no. of members overTotal No. of Members the total no. of *working population in the area of operation and multiply byTotal No. of Working 100 to get the percentage:Population in the Area ofOperation Total no. of members x 100 *Working population MEANS OF VERIFICATION On the percentage scale of members - Registry of Members as part of the working population, - AC/BL give points as indicated below: - NEDA/NSO Publication - NEDA/NSO Website 30% ABOVE 4 - COMELEC’s Voters’ List 20% TO BELOW 30% 3 10% TO BELOW 20% 2 BELOW 10% 1 4 points *as issued by NEDA
  • Summary: RESPONSIVENESS TO GENDER, ELDERLY, YOUTH AND PERSONS WITH SPECIAL NEEDS (6 POINTS) CONTRIBUTION TO NATIONAL & COMMUNITY COMMUNITY DEVELOPMENT OUTREACH PROGRAMS (4 POINTS) (15 POINTS) COMMUNITY AND NATION 25 points
  • VI. NETWORK, ALLIANCES AND LINKAGES(5 POINTS) OBJECTIVE: To assess the cooperative’s promotion of mutual understanding and building linkages/network with other organizations.
  • A. Collaborative Programs/Projects (3 points)1. ORGANIZATIONS/INSTITUTIONS WITH EXISTING PROGRAMS/ PROJECTS, please indicate the name and check: TYPE OF INSTITUTION NAME OF INSTITUTION/ORGANIZATION/PERSON √ NON-GOVERNMENT ORGANIZATION (NGO) PRIVATE VOLUNTARY ORGANIZATION (PVO) COOPERATIVE DEVELOPMENT COUNCIL (CDC) LOCAL GOVERNMENT UNITS (LGUs) GOVERNMENT ORGANIZATIONS (GOs) BUSINESS ORGANIZATIONS INDIVIDUAL OTHERS Presence of collaborative programs/projects MEANS OF VERIFICATION in any of the given possible partners, give points as indicated below:. - Contract(s) - Memorandum of Agreement 2 - ABOVE PROGRAMS/ PROJECTS 1.5 - Memorandum of Understanding AT LEAST 1 PROGRAM/PROJECT 1 NO PROGRAM/PROJECT 0 1. 5 points
  • A. Collaborative Programs/Projects 2. IMPLEMENTATION OF THE PROGRAMS/PROJECTS IN RELATION TO THE ABOVE COLLABORATION, please specify below: PARTNER ORGANIZATION/INSTITUTION SPECIFIC PROGRAM MEANS OF VERIFICATION  Board Resolutions;  Minutes of GA/BOD Meeting;  Activity Reports & Design;  Photos;  AFS; 1. 5 points  MOU or MOA;
  • B. Accreditation and Recognition (2 points) 1. ACCREDITATION WITH LOCAL PLANNING BODIES, please specify below: LEVEL AREA BARANGAY MUNICIPAL/CITY PROVINCIAL REGIONAL NATIONAL If the cooperative is accredited MEANS OF VERIFICATION in any of the local planning  Certificate of Accreditation; bodies, give full points  Certificate of Recognition;  Letter of Commendation 2 points
  • Summary: COLLABORATIVE ACCREDITATION ANDPROGRAMS/PROJECTS RECOGNITION (3 POINTS) (2 POINTS) NETWORK, ALLIANCES AND LINKAGES 5 points
  • TOTAL POINT SCORE AREA OF CONSIDERATION POINT SCORE1. Organization 152. Membership 353. Staff and Employees 104. Cooperation among Cooperatives 105. Community And Nation 256. Network, Linkages, Alliances 5TOTAL 100 POINTS
  • OVER ALL RATING FOR LARGE & MEDIUM COOPS 90 – 100 POINTS OUTSTANDING 80 - BELOW 90 POINTS VERY SATISFACTORY 70 – BELOW 80 POINTS SATISFACTORY 60 – BELOW 70 POINTS FAIR BELOW 60 POINTS POOR FOR SMALL & MICRO COOPS 75 - ABOVE POINTS OUTSTANDING 65 – BELOW 75 POINTS VERY SATISFACTORY 50 – BELOW 65 POINTS SATISFACTORY 35 – BELOW 50 POINTS FAIR BELOW 35 POINTS POOR
  • Compliance Officers2013: Internal Auditors; AuditCommittee and the Chairman ofthe Board2014 and beyond: CDAAccredited Social Auditors