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Guidelines and Checklist forCooperatives Operation andmanagementJo B. Bitonio, Supervising CDS, CDADagupan (2013)
The review of the Social AuditReport & Performance Audit Reportresulted in a listing of programs,projects, policies, GA/Bo...
GA Resolution Development Plan Annual Plan and BudgetAcceptance of AFS Hiring of External AuditorJo B. Bitonio, Superv...
Plans Development Plan (DP) Annual Plan Social Development Plan (SDP) Education and Training Plan (ETP) Succession Pl...
Board Resolutions Oversight functions Performance evaluation/appraisal Election guidelines Distribution of net surplus...
Policy/Board Resolutions Monetary benefits (Performance Bonus, 13thMonth Pay, SSS, Phil Health, Pag-ibig) Non Monetary B...
 Conflict management – officers, employees,members Associate members Laboratory cooperatives Subsidiary coopPolicy/Boa...
Code of Governance And Ethical Standard Conflict of Interest ( engaged in similar business) Code of Ethics provisions fo...
Manual Manual of Operations (membership, businessoperation, branch, satellite) HR (Organizational and functional Structu...
ManualInternal control Code of Ethical Standard – Officers, staff-members Compliance with SCASavings Mobilization prog...
 Capital Build Up Member benefit program ( group insurance,medical and health assistance, educationassistance, burial as...
Programs/Projects Nation building programs (MDGs,environment Responsiveness to gender, elderly, youth andperson with esp...
 Education and Training Program – officers,employees, members (Calendar of activities,compliance with mandatory training ...
Information Facilities Suggestion/Grievance box Newsletter Freedom boardJo B. Bitonio, Supervising CDS, CDADagupan (2013)
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Guidelines and Checklist for Cooperatives Operation and Management

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Transcript of "Guidelines and Checklist for Cooperatives Operation and Management"

  1. 1. Guidelines and Checklist forCooperatives Operation andmanagementJo B. Bitonio, Supervising CDS, CDADagupan (2013)
  2. 2. The review of the Social AuditReport & Performance Audit Reportresulted in a listing of programs,projects, policies, GA/BoardResolutions, manuals, informationfacilities and Code of Governance andEthical Standards intended to guidePhilippine cooperatives.Guidelines and ChecklistJo B. Bitonio, Supervising CDS, CDADagupan (2013)
  3. 3. GA Resolution Development Plan Annual Plan and BudgetAcceptance of AFS Hiring of External AuditorJo B. Bitonio, Supervising CDS, CDADagupan (2013)
  4. 4. Plans Development Plan (DP) Annual Plan Social Development Plan (SDP) Education and Training Plan (ETP) Succession Plan (HRD Plan)Note: - Annual plan is lifted from theDevelopment Plan- SDP and ETP can be incorporatedin the DPJo B. Bitonio, Supervising CDS, CDADagupan (2013)
  5. 5. Board Resolutions Oversight functions Performance evaluation/appraisal Election guidelines Distribution of net surplus (Rate of Interestand patronage refund) Provisions and funding for statutory reserves Utilization of statutory reserves Provisions of funding for Retirement fundJo B. Bitonio, Supervising CDS, CDADagupan (2013)
  6. 6. Policy/Board Resolutions Monetary benefits (Performance Bonus, 13thMonth Pay, SSS, Phil Health, Pag-ibig) Non Monetary Benefits (Rice subsidy,Uniforms) Membership subscription of capital Compliance limitation of sharesDeposit for share capital subscription Issuance of Share CertificateJo B. Bitonio, Supervising CDS, CDADagupan (2013)
  7. 7.  Conflict management – officers, employees,members Associate members Laboratory cooperatives Subsidiary coopPolicy/Board ResolutionsJo B. Bitonio, Supervising CDS, CDADagupan (2013)
  8. 8. Code of Governance And Ethical Standard Conflict of Interest ( engaged in similar business) Code of Ethics provisions forofficers/staff/membersJo B. Bitonio, Supervising CDS, CDADagupan (2013)
  9. 9. Manual Manual of Operations (membership, businessoperation, branch, satellite) HR (Organizational and functional Structure;compliance with labor standard, adoption ofperformance standard) Accounting ( maintenance of books of accounts;updated recording; separate books per line ofbusiness; interim financial – monthly, quarterly,annual Compliance with BIR, DOLE, LGU, Etc.Jo B. Bitonio, Supervising CDS, CDADagupan (2013)
  10. 10. ManualInternal control Code of Ethical Standard – Officers, staff-members Compliance with SCASavings Mobilization program Institutionalization of financial and operationalperformance appraisal system (PISO and PESOS)Jo B. Bitonio, Supervising CDS, CDADagupan (2013)
  11. 11.  Capital Build Up Member benefit program ( group insurance,medical and health assistance, educationassistance, burial assistance) Retirement & Funding of Retirement ProgramPrograms/ProjectsJo B. Bitonio, Supervising CDS, CDADagupan (2013)
  12. 12. Programs/Projects Nation building programs (MDGs,environment Responsiveness to gender, elderly, youth andperson with especial needs Collaborative Programs/projectsJo B. Bitonio, Supervising CDS, CDADagupan (2013)
  13. 13.  Education and Training Program – officers,employees, members (Calendar of activities,compliance with mandatory training for officers) Leadership Development Program (retreats,succession planning, leadership session) Employee Support Program (Council, InsuranceProtection, Grievance mechanism, Awards andRecognition, Scholarship, Seminar, training,Social, cultural, sportsPrograms/ProjectsJo B. Bitonio, Supervising CDS, CDADagupan (2013)
  14. 14. Information Facilities Suggestion/Grievance box Newsletter Freedom boardJo B. Bitonio, Supervising CDS, CDADagupan (2013)
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