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Cooperative Forum in Ilocos Norte (CMC 2011)


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Cooperative Forum in Ilocos Norte (CMC 2011)

  1. 1. CMC Culmination ProgramI locos Norte October 28, 2011
  2. 2. <ul><li>A national consciousness of </li></ul><ul><li>as a democratic process in the achievement of economic and social justice </li></ul>
  3. 5. Transformative Cooperatives for People, Planet, Prosperity & Peace
  4. 6. The Philippines, despite its positive prospects in economic development, is seriously confronted with the continuing problems of poverty and income inequality. Income inequality comes in two dimensions - the inequality among classes (or the poor becoming poorer and the rich becoming richer) and inequality among regions (or the poor regions are being left behind by the fast paced development of the richer urbanized regions). Cooperatives and other labor enterprises are among the major pillars of the people empowerment movement. (Sibal, 1991) This empowerment movement, which is now known as the civil society movement, aspires for a strong pro-people mixed economic society where the state, private and civil society sectors are cooperatively harnessed in the development efforts of the society
  5. 7. Today, the cooperative movement in the country with some 7 million members, are one with the new President in advancing a collectivist counter culture as its response to countervail against the dominant paradigm of poverty, powerlessness, violence and corruption. The country's number one resource is its people. Enhancing therefore their capabilities, developing their potentials and harnessing their skills must take precedence over other priorities knowing that countries that have not developed their human capital are now penalized by slow growth.
  6. 8. Topics discussed in relation to the nurture and protection of our environment and are as follows: 1) Investors Forum on Community Based Forest Management; 2) Environment Protection, Waste Management, and Climate Change; 3) Food Security and Sustainable Agriculture; and 4) Power Forum; Seminar on Sustainable Agriculture and Ecology;, Recognition of Outstanding Cooperatives; Environmental Awareness Activities including rehabilitation of mangroves, reforestation of denuded areas, and upland tree growing
  7. 9. The spirit of cooperativism shines through amidst the darkness of poverty and social inequities. Where people are poor because they are powerless to craft their destiny, where hunger looms because of social injustice as the mode of production and basic utilities are controlled by a few, where people are in dire economic difficulties because of lack of opportunities, skills and capabilities, it is during this time when cooperatives thrive best.
  8. 11. To conduct a Tree Planting Activity on October 1, 2011, where a total of 50, 000 seedlings will be planted.  This will be done simultaneously in all of the 15 regions and therefore, each region should be planting an average of 3,333 seedlings in coordination with the Department of Environment and Natural Resources (DENR)
  9. 12. <ul><li>A series of symposium called &quot;Planet Forum&quot; will be conducted in Metro Manila.  The topics to be discussed are in relation to the nurture and protection of our environment and are as follows: </li></ul><ul><ul><li>- Investors Forum on Community Based Forest Management </li></ul></ul><ul><ul><li>Environment Protection, Waste Management and Climate Change </li></ul></ul><ul><ul><li>Food Security and Sustainable Agriculture </li></ul></ul><ul><ul><li>Power Forum </li></ul></ul>
  10. 14. The Philippine IYC 2012 aims to increase public awareness about cooperatives and their contributions to advance the 4P's for sustainable development, engage government to create policy environment conducive to the formation, growth and stability of coops, and to advance the 5 priority areas, the PCMTDP and CDA 3 point agenda.
  11. 16. and the Strategic Roadmap on &quot;How to get there&quot; <ul><li>Expansion of membership </li></ul><ul><li>Capability building & enhancement </li></ul><ul><li>Recognition & award </li></ul>
  12. 17. Membership Target 20 million people as envisioned
  13. 18. Membership Expansion As of August, 2011 162% Total Members of Operating Cooperatives (Based On CAPR 2010) PROVINCE Male Female Total Ilocos Norte 15,350 11,902 27,252 Ilocos Sur 33,183 46,939 80,122 La Union 17,261 23,182 40,443 Pangasinan 26,832 24,630 51,462 TOTAL 92,626 106,653 199,279
  14. 19. 187% Membership Expansion As of September, 2011 Total Members of Operating Cooperative As of September 2011 Based on CAPR 2010 Provinces Male Female Total Ilocos Norte 19964 15837 33801 Ilocos Sur 38514 58878 97392 La Union 19429 27147 46576 Pangasinan 27607 25130 52737 Total 103514 126130 230506
  15. 20. through Cooperative Training Institute (2nd Agenda) <ul><li>To advance human resource development. </li></ul><ul><li>Cooperative members and leaders should be </li></ul><ul><li>competent. There is a need to enhance their </li></ul><ul><li>skills and capabilities through trainings. They </li></ul><ul><li>should be equipped with what is the trend in </li></ul><ul><li>leadership, management styles and </li></ul><ul><li>innovations. Attendance to various business </li></ul><ul><li>opportunities, for example, must be </li></ul><ul><li>undertaken </li></ul><ul><li>Education and training programs with the cooperative sector need to be synchronized and institutionalized, if the direction is towards establishment of standards and ensuring the quality and effectiveness of the training program. </li></ul>Rule 7 IRR, RA 9520 Functions, responsibilities and Training of Directors, Officers and Committee members
  16. 21. In our journey to make life better for our people through cooperativism, there created milestones which must be emulated. It behooves that there be due recognition and award for the purpose of modeling, replication and up-scaling to showcase best practices. The recognition and awards will be at the regional and national levels. Guidelines will be prepared by the CDA.
  17. 23. Policy and Guidelines on the establishment of Cooperative Branch Memorandum Circular No. 2011-17 Dated may 6, 2011
  18. 24. Section 3. Scope All cooperatives intending to set-up a branch and those with existing branches shall be covered by this guideline except cooperatives. Section 3. Paid Up capital a. Primary Php 2 Million b. Secondary Php 5 Million c. Tertiary Php 10 Million
  19. 25. Start Up capital a. Primary PhP 1 Million b. Secondary Php 3 Million c. Tertiary Php 5 Million Must have a tract record of actual operation growth and viability and have not incurred net loss for the last three consecutive years.
  20. 26. Section 7. Documentary Requirements <ul><li>Business plan – activities/services/products services to be offered and the allocation of resources to the proposed branch </li></ul><ul><li>GA resolution authorizing the establishment of the branch and commitment of investment or allocation of resources for its proposed site </li></ul><ul><li>Organizational set up showing the core team (GM, bookkeeper and staff) </li></ul><ul><li>Certification signed by the chairman :presence of manual of Operations for the branch; and exact location of the branch </li></ul><ul><li>5. Processing Fee </li></ul><ul><li>- Primary Php 500.00 </li></ul><ul><li>- Secondary Php 2,000.00 </li></ul><ul><li>- Tertiary Php 3,000.00 </li></ul>
  21. 27. Policy and Guidelines on the Establishment of Cooperative Branch MC No. 2011.25 dated: July 11, 2011 Section 16. “Transitory Provisions“. Cooperatives which have already established branches prior to the effectivity of this Memorandum are hereby given six (6) months from the effectivity hereof to comply with the prescribed requirements. Said cooperatives shall submit a Statement of Management responsibility duly signed by the Chairman and general manager firmly indicating their intent to comply.
  22. 28. Guidelines on the Registration of Amendment of Article of Cooperation and By laws by Substitution MC No. 2011-20 dated June 17, 2011 Section1. Scope. This guideline shall govern the registration of amendments of Article of Cooperation and ByLaws with the Authority to conform with the provisions of RA 9520 and its implementing rules and regulations. This shall be applicable to all types and categories of cooperatives applying for registration of amendments by substitution cooperatives applying for transformation from single to multi-purpose
  23. 29. Section 3. Process of Amendment To use the temp[late prepared by the CDA, but proponent may incorporate the relevant, peculiar and pertinent provisions in the old registered articles of cooperation and by laws which shall be approved by 2/3 votes of all members with voting rights in a regular/special assembly.
  24. 30. Section 4. Requirements for Registration <ul><li>Three (3 copies of the GA resolution stating the proposed amendment by substitution was approved by 2/3 votes of all members with voting rights; </li></ul><ul><li>Duly notarized Secretary Certificate attested by at least majority of the BOD stating the fact that the resolution was approved by the required vote of the members with voting rights; </li></ul><ul><li>Three (3) copies of the amended article of cooperation and by laws </li></ul><ul><li>Treasurer Affidavit, in case of increase in capital; </li></ul><ul><li>Letter/Certificate of Authority, if applicable; and </li></ul><ul><li>Registration fee in accordance with the schedule of fees under MC no. 2004 -07 dated July 16, 2004 </li></ul>
  25. 31. Section 7. Prohibited Amendments <ul><li>Introductory part of the original articles of cooperation </li></ul><ul><li>Names of the original incorporators/cooperators; </li></ul><ul><li>Names of cooperating/incorporating directors and </li></ul><ul><li>Capitalization unless there is an increase or decrease thereto </li></ul>
  26. 32. Revised Guidelines in the Registration MC 2011-18 Dated June 7, 2011
  27. 33. Section 3. Requirements for Registration 1.Membership 2. Paid Up Capital Category Federation Union 1. Secondary 3 primary coops 15 primary coops 2. Tertiary 3 secondary coops 15 secondary coops Category Federation Union 1. Secondary Php 500,000.00 None 2. Tertiary Php 5,000,000.00 or FS requirement whichever is higher None
  28. 34. 3. Area of Coverage A federation/union may be organized at the M/C/D/P/R/national levels whose members must be doing the same line of business activity. 4. Business Activity – the federation can engage in any cooperative enterprise authorized under Art. 6 of RA 9520 that compliments, augments, or supplements but does not conflict 5. Bonding requirement – shall be covered by sufficient surety bond 6. Registration fee – (1/10) of one (1) percent
  29. 35. Four copies: <ul><li>1. Feasibility Study </li></ul><ul><li>2. Article of Cooperation & By laws </li></ul><ul><li>Treasurer’s affidavit </li></ul><ul><li>General Assembly Resolution – stating that the GA has approved membership and the exact amount of share capital/dues to be contributed to the proposed federation/union it wishes to be affiliated with </li></ul>
  30. 36. Other documentary requirements: a. BOD resolution on authorized representative; b. Certification of the chairperson of member-primaries stating the following: - line of business engage in - compliance / adherence to the accounting and auditing standards as prescribed by the Authority
  31. 37. Revised Guideline Governing the Issuance of Certificate of Good Standing (CGS) MC No 2011-16 Dated May 6, 2011
  32. 38. Regular - complying with the mandatory requirements to avail incentives and privileges under CDA BIR Joint R/R and the requirements of LGU in relation to RA 8424 permits and licenses Special - for other legitimate purposes, financial assistance, importation of machineries, equipments and spareparts, or rice importation program, accreditation of training provider
  33. 39. Section 8. Non Issuance of CGS <ul><li>Non submission of statutory reports for two or more years </li></ul><ul><li>Delayed submission of statutory reports for more than 6 months for at least two consecutive terms </li></ul><ul><li>Con compliance with CDA guidelines (violations of laws, guidelines, circulars and their by-laws) </li></ul><ul><li>The existence of the question on legitimacy of leadership </li></ul>
  34. 40. Section 11. Fees <ul><li>Php 100.00 for every CGS </li></ul><ul><li>Penalty: </li></ul><ul><li>- Php 300.00 foe every year of failure to secure CGS fro regular purpose </li></ul><ul><li>- Php 300 for the late filing of application for regular purpose </li></ul>Section 13. Validity CGS issued for regular purpose shall be valid and effective until April 30, of the succeeding year. However, for special purpose, it shall be valid for six (6) months only from the date of issuance
  35. 41. The members of the Local Election Committee under the Representative termed as Election Deputies MC No. 2011-12 April 7, 2011
  36. 42. Organizational Structure of Cooperative Under Ra 9520 MC No. 2011 -07 February 22, 2011
  37. 43. Organizational Structure of A Primary Cooperative General Assembly Board of Directors Election Com Audit Com Secretary Treasurer Management Staff Med Con Com Ethics Com Other Com Other Com
  38. 44. Filing of Annual Reports of Cooperative by Electronic Means MC No. 2011 – 06 Dated February 22, 2011 2011-14: Standard Training Curricula for Cooperative Officers
  39. 45. <ul><li>Electronic means shall refer to fax or email sent in its original form in the format prescribed by the Authority </li></ul><ul><li>If e-mail it shall be the authority’s email address </li></ul><ul><li>[email_address] </li></ul><ul><li>for purpose of verification, the original documents shall be sent to the Authority within five (5) days from the receipt of the electronic documents </li></ul><ul><li>Failure of the concerned cooperatives to send the original copy shall be considered as if the electronic documents have never been received </li></ul>
  40. 46. Accredited training providers <ul><li>PCU, ILOCOS NORTE </li></ul><ul><li>NUEVA SEGOVIA CONSORTIUM OF COOPERATIVES </li></ul>
  41. 47. Accredited External Auditors   ILOCOS NORTE         1 Juan T. Agustin San Lorenzo, San Nicolas, Ilocos Norte 0164 Nov. 18, 2010 Nov. 17, 2013 09193806408 2 Oscar M. Agpaoa Laoag City, Ilocos Norte 0198 Dec. 15, 2010 Dec. 14, 2013 0917-619-6663 3 Raymundo M. Bustamante Brgy. Saludares, Dingras, Ilocos Norte 0278 Jan. 25, 2011 Jan. 24, 2014 09208685759 4 Evelyn Corpuz Brgy. 1, Carasi, Ilocos Norte 0397 Feb. 22, 2011 Feb. 21, 2014 09175701644
  42. 48. ACCREDITED COOPERATIVE EXTERNAL AUDITOR (PARTNERSHIP/FIRMS) Region I As of April 30, 2011 NAME ADDRESS CEA NO. Effectivity of Accreditation CONTACT NO.             1 F.S. Andres & Co., CPAs c/o Fidelino Andres UCCP Compd., Rizal St.,Brgy. 7-A, Laoag City 0049-AF Feb. 22, 2011 Feb. 21, 2014 (077) 773-2702 09208047797 2 Butay-Lapat & Andrada Co. c/o Maryjems B. Lapat 312 Ferguson Road, Guisad, Baguio City 0071-AF April 18, 2011 April 17, 2014  
  43. 50. <ul><li>Pursuant to Article 44 of Republic Act 9520 and Rule 7, Section 5 of its Implementing Rules and Regulation, and in consonance with Memorandum Circular (MC) No. 2011-01 dated February 22, 2011, the Cooperative Development Authority (CDA) hereby prescribes the following standard training curricula for cooperative officers: </li></ul><ul><ul><li>1) Basic Cooperative Course </li></ul></ul><ul><ul><li>2) Cooperative Management and Governance </li></ul></ul><ul><ul><li>3) Financial Management </li></ul></ul><ul><ul><li>4) Conflict Management </li></ul></ul><ul><ul><li>5) Parliamentary Procedure </li></ul></ul><ul><ul><li>6) Leadership and Values Re-orientation </li></ul></ul><ul><ul><li>7) Strategic Planning </li></ul></ul><ul><ul><li>8) Audit Management </li></ul></ul><ul><ul><li>9) Records Management </li></ul></ul><ul><ul><li>10) Entrepreneurial & Business Management </li></ul></ul><ul><ul><li>11) Basic Accounting for Non-Accountants </li></ul></ul><ul><ul><li>12) Internal Control </li></ul></ul><ul><ul><li>13) Rules Formulation </li></ul></ul><ul><ul><li>14) Cooperative Standards </li></ul></ul>
  44. 51. The standard training curricula contain the minimum requirements for each training course. The CDA Accredited Cooperative Training Provider must adopt these in the conduct of the training for the cooperative officers. Non-compliance therein shall be a valid ground for revocation/cancellation of their accreditation with the Authority.
  45. 54. Happy Cooperative Month