ECONOMIC SURVEY
                                                         OF

             SAN ISIDRO LABRADOR CONSUMER COOPERATIVE

I. GENERAL INFORMATION

        A. Type of Cooperative:                 Consumer Cooperative

        B. Office Address of Cooperative:       Brgy. Muzon, City of San Jose del Monte, Bulacan

        C. Area of Operation:                   Barangay Muzon

        D. Common Bond of Membership:           Institutional

        E. Composition of Members:              Parishioners and Residents of the city who are Catholics.

        F. No. of Founding/Organizing Members: 15

        G. Projected Increase of Membership for:
                 First Year        : 150
                 Second Year       : 200
                 Third Year        : 300

II. STRATEGICAL OPERATIONAL STUDIES

A. Economic Aspect

        1. Are there any other existing cooperative/s within your proposed area of operation that provide the same
        goods/services which the cooperative plans to offer? If yes, please state the name/s of such cooperative/s: None

        2. Strategies   that the cooperative shall implement to ensure the support of the members
                  a.     Collective purchases
                  b.     Commitment on lending policies
                  c.     Active participation in cooperative affairs

        3. Business activities the Cooperative plans to undertake during the first three years of its operation:
                 First Year          : Consumer
                 Second Year         : Lending
                 Third Year          : Expansion of Services

B. Financial Aspect

        1. Capitalization
                 a. In pursuing its economic activities, the Cooperative shall generate its capital through:
                          - Share Capital Subscription
                          - Acquisition of Loans/borrowings
                          - Solicitation/acceptance of donations, subsidies, grants, etc.
                          - Fund raising activities

                  b.    How much is the Cooperative’s initial operating capital? PhP32,400.00

                  d.    Strategies for internal capital build-up.
                             -    Deferment of payment of patronage refund and interest on capital
                             -    At least 20% of his annual interest on capital and patronage refund
                             -    At least 10% of each good/service acquired by him

        2. Revenue
                Projected revenue based on the initial operating capital.
                          First Year        : PhP 250,000.00
                          Second Year       : PhP 300,000.00
                          Third Year        : PhP 350,000.00

        3. Expenditure
                How much is the estimated      expenses, for:
                       First Year               : PhP 200,000.00
                       Second Year              : PhP 250,000.00
                       Third Year               : PhP 300,000.00

        4. Investments
                 The Cooperative shall intend to invest in the following:
                         Cooperative bank
                         Federation
                         Insurance

C. Technical Aspect

        1.   Equipment/machineries/facilities are deemed necessary for the effective and efficient operation of the
             Cooperative
                 a. Computer
2

                     b.   Tables
                     c.   Chairs
                     d.   Calculator
                     e.   Filing Cabinet

            2.   The cooperative shall procure its equipments/machineries/facilities thru donations and cash purchases.

            3.   Skills/experiences/trainings that are deemed necessary for the operation of equipments/machineries/facilities.
                      a. Computer literate
                      b. Simple Accounting Skills

D.   Organizational Structure

           1. What qualifications/skills the Board of Directors should possess to enable them to formulate sound policies,
     strategies and guidelines which would ensure the success of the Cooperative?
                    - Bachelor’s Degree with managerial skills and experiences.

            2.For its initial operations, who among the following officers/employees should be hired by the Cooperative
                                      STATUS OF             MINIMUM EDUCATION                      MONTHLY
          POSITION
                                   APPOINTMENT              EXPERIENCE/TRAINING                 COMPENSATION
Manager                                 Volunteer           College Graduate/Bookkeeper                 Allowance
Accountant                              Volunteer                       C.P.A.                          Allowance
Bookkeeper                              Volunteer            With accounting knowledge                  Allowance
Cashier                                 Volunteer            With accounting knowledge                  Allowance
Collector                               Volunteer               High School Graduate                    Allowance
Sales Clerk                             Volunteer               High School Graduate                    Allowance

            3. What are the Cooperative’s education programs for:
                    a) Members          Basic Information on Cooperative
                                        Ownership Seminar
                                        Pre-Membership Education Seminar

                     b) Officers           Seminar on Strategic Planning and Bugetting
                                           Powers, Duties and Responsibilities
                                           Management Seminar
                                           Implementing Rules and Regulations on R.A. 9520

                     c) Staff              Management Seminar
                                           Accounting or Non-Accountants

            4. Who are the Chairmen and members of the following committees?
                    a) Audit          Chairperson        Ana D. Sucgang
                                      Vice-Chairperson Jona Yap
                                      Secretary          Nene Gugulan
                     b) Election           Chairperson      Cita Payson
                                           Vice-Chairperson Elita Baby Cahilig
                                           Secretary                 Elizabeth Valerio
                     c) Education & Training
                                       Chairperson      Nicolyn Espouras
                                       Vice-Chairperson Susan Paoios
                                       Secretary        Lina Pamarlan
                     d) Conciliation       Chairperson      Simeona Valerio
                                           Vice-Chairperson Gloria Abris
                                           Secretary        Godofredo E Efre

                     e) Ethics             Chairperson      Luzette Estrella
                                           Vice-Chairperson Luz Marzan
                                           Secretary        Corazon Pineda

         We, the Founding Board of Directors, hereby certify that the foregoing Economic Survey was prepared in
accordance with the facts, information and other data we believed vital to the success of the initial operations of the
Cooperative.

                                                                      By:


                                                                                 REV. FR. ALEJANDRO ENRIQUEZ
                                                                                            Chairperson




l

Economic survey

  • 1.
    ECONOMIC SURVEY OF SAN ISIDRO LABRADOR CONSUMER COOPERATIVE I. GENERAL INFORMATION A. Type of Cooperative: Consumer Cooperative B. Office Address of Cooperative: Brgy. Muzon, City of San Jose del Monte, Bulacan C. Area of Operation: Barangay Muzon D. Common Bond of Membership: Institutional E. Composition of Members: Parishioners and Residents of the city who are Catholics. F. No. of Founding/Organizing Members: 15 G. Projected Increase of Membership for: First Year : 150 Second Year : 200 Third Year : 300 II. STRATEGICAL OPERATIONAL STUDIES A. Economic Aspect 1. Are there any other existing cooperative/s within your proposed area of operation that provide the same goods/services which the cooperative plans to offer? If yes, please state the name/s of such cooperative/s: None 2. Strategies that the cooperative shall implement to ensure the support of the members a. Collective purchases b. Commitment on lending policies c. Active participation in cooperative affairs 3. Business activities the Cooperative plans to undertake during the first three years of its operation: First Year : Consumer Second Year : Lending Third Year : Expansion of Services B. Financial Aspect 1. Capitalization a. In pursuing its economic activities, the Cooperative shall generate its capital through: - Share Capital Subscription - Acquisition of Loans/borrowings - Solicitation/acceptance of donations, subsidies, grants, etc. - Fund raising activities b. How much is the Cooperative’s initial operating capital? PhP32,400.00 d. Strategies for internal capital build-up. - Deferment of payment of patronage refund and interest on capital - At least 20% of his annual interest on capital and patronage refund - At least 10% of each good/service acquired by him 2. Revenue Projected revenue based on the initial operating capital. First Year : PhP 250,000.00 Second Year : PhP 300,000.00 Third Year : PhP 350,000.00 3. Expenditure How much is the estimated expenses, for: First Year : PhP 200,000.00 Second Year : PhP 250,000.00 Third Year : PhP 300,000.00 4. Investments The Cooperative shall intend to invest in the following: Cooperative bank Federation Insurance C. Technical Aspect 1. Equipment/machineries/facilities are deemed necessary for the effective and efficient operation of the Cooperative a. Computer
  • 2.
    2 b. Tables c. Chairs d. Calculator e. Filing Cabinet 2. The cooperative shall procure its equipments/machineries/facilities thru donations and cash purchases. 3. Skills/experiences/trainings that are deemed necessary for the operation of equipments/machineries/facilities. a. Computer literate b. Simple Accounting Skills D. Organizational Structure 1. What qualifications/skills the Board of Directors should possess to enable them to formulate sound policies, strategies and guidelines which would ensure the success of the Cooperative? - Bachelor’s Degree with managerial skills and experiences. 2.For its initial operations, who among the following officers/employees should be hired by the Cooperative STATUS OF MINIMUM EDUCATION MONTHLY POSITION APPOINTMENT EXPERIENCE/TRAINING COMPENSATION Manager Volunteer College Graduate/Bookkeeper Allowance Accountant Volunteer C.P.A. Allowance Bookkeeper Volunteer With accounting knowledge Allowance Cashier Volunteer With accounting knowledge Allowance Collector Volunteer High School Graduate Allowance Sales Clerk Volunteer High School Graduate Allowance 3. What are the Cooperative’s education programs for: a) Members Basic Information on Cooperative Ownership Seminar Pre-Membership Education Seminar b) Officers Seminar on Strategic Planning and Bugetting Powers, Duties and Responsibilities Management Seminar Implementing Rules and Regulations on R.A. 9520 c) Staff Management Seminar Accounting or Non-Accountants 4. Who are the Chairmen and members of the following committees? a) Audit Chairperson Ana D. Sucgang Vice-Chairperson Jona Yap Secretary Nene Gugulan b) Election Chairperson Cita Payson Vice-Chairperson Elita Baby Cahilig Secretary Elizabeth Valerio c) Education & Training Chairperson Nicolyn Espouras Vice-Chairperson Susan Paoios Secretary Lina Pamarlan d) Conciliation Chairperson Simeona Valerio Vice-Chairperson Gloria Abris Secretary Godofredo E Efre e) Ethics Chairperson Luzette Estrella Vice-Chairperson Luz Marzan Secretary Corazon Pineda We, the Founding Board of Directors, hereby certify that the foregoing Economic Survey was prepared in accordance with the facts, information and other data we believed vital to the success of the initial operations of the Cooperative. By: REV. FR. ALEJANDRO ENRIQUEZ Chairperson l