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The Future of
Cooperative Statistics
Presentor
Josefina B. Bitonio, DPA
Cooperative Development Authority
A project of ILO
In cooperation
with COPAC
https://geology.com/world/world-map-310.gif
Membership in co-operative businesses
has grown to 1 billion people
across 96 countries. It is estimated that
there are 100 million jobs provided by
cooperatives in the world today (Takigawa,
2012)
Currently reliable and
comparable statistics on
cooperatives are missing in
most countries of the world.
Overview of International Definition of
Cooperatives (10 Criteria)
The 19th ICLS Resolution
recognizes the need to produce
statistics on cooperatives in all
countries of the world and
recommends that the ILO carries
out further developmental work on
the measurement of cooperatives
Thus, the ILO’s Promotion of
Cooperatives Recommendation,
2002 (No. 193) proposed the
framework for measuring cooperative
statistics in the 20th
ICLS.
• ILO highlighted the need for better
national statistics on cooperatives
• To have measures to promote the
potential of cooperatives in all
countries, irrespective of their level
of development
• Cooperatives are well placed to‐
contribute to the SDGs. Role of
cooperatives to create and develop
sustainable decent employment,
develop human resources, increase
savings and investment, etc
Doc. 20: Statistics on Cooperatives
On Oct 18, 2018, the delegates from
across regions as well as workers’ and
employers’ delegates welcomed the draft
guidelines and voted for their adoption at
the ILO Headquarters in Geneva.
Guidelines – Future Work
Assessing the economic contribution of
cooperatives:
a) Employment
b) Revenue & value added
c) Assets & liabilities
d) Use of profits or surpluses
investment
e) Earnings of workers
Guidelines will only be officially finalized
with the approval by the Governing Body at
the ILO in 2019
https://www.ilo.org/stat/Publications/WCM
Philippine Practices in
Developing Statistics on
Cooperatives
Chiara Carini
European Research Institute on
Cooperative and Social Enterprises –
Euricse
A project of ILO
Cooperatives have been an
important economic actor for more
than a century (Sibal, 2001). They
are recognized as an important tool
to empowering people and
improving conditions of poverty and
income inequality.
CDA (2017)
reports of
having 26,000+
cooperatives
with 10,400
million
members.
Reporting
Membership
(in Millions)
Employees
(in Thousands)
Asset
(in Billions)
Net Surplus
(in Billions)
12,363 10.4 487.2 382.5 22.6
CDA (2017)
47.55 %
Reporting coops
Type Reporting
1 Advocacy 18
2 Agrarian Reform 816
3 Agriculture 142
4 Consumers 557
5 Cooperative Bank 23
6 Credit 1,568
7 Dairy 15
8 Education 3
9 Electric 13
Federation-
Secondary 150
Federation-Tertiary 4
10Fishermen 13
11Health Service 28
12Housing 48
I3 nsurance-
Secondary 4
Labor force 95
Insurance-Secondary 4
14 Labor Service 95
15 Marketing 350
16 Multipurpose 7,378
17 Producers 515
18 Service 273
19 Small Scale
Mining 10
20 Transport 207
21 Union-Secondary 41
Union-Tertiary 1
22 Water Service 63
23 Workers 28
Total 12,363
Breakdown per
type of coop
2017 Population
Membership
9.91%
54,363,844
2016 Voting population
104,918,090
19.13%
12,363 reporting coops
487,200
CDA`2017
PSA: labor
force was
reported at 43.3
million
https://psa.gov.ph/tags/labor-force
Employment
12,363 reporting coops
1.125 %
Lowest among the 35 countries surveyed in 2003.
Statistics on cooperatives are
essential to quantify the impact of
cooperatives on their members and
the economy as a whole both in terms
of employment and economic value
added.
To reaffirm this, ILO passed a
Resolution with a view to carry
out pilot studies in a number of
countries, including the Philippines
to test various measurement
approaches on collecting data on
cooperatives.
The selection was derived from the
results obtained with the global mapping
initiative conducted by the ILO. The
mapping, covering 69 countries, showed
that around the world there are specific
national cooperative models for which
various types of data are provided, which in
turn follow differing regulations and data
collection methods.
Brazil
Brazil, Canada, Colombia, the Philippines, the Russian Federation,
the United Kingdom
For this reason, six countries were chosen to cover the
realities of different areas of the world that differ as regards
to the legal and institutional framework, the type of data
The case studies in six countries
aims to build a common framework that
synthesizes these countries practices
and provide recommendations and
proposals on the standard definition of
cooperatives and standard
classification of cooperatives
Objectives
The research sought to answer
these questions by providing a
framework that included the following:
1. The Institutional and Legal Framework
2. The Conceptual Framework
3. The Data Collection Processes
4. The Available Statistics
Methods
The study was conducted
through desk research using
statistics reports and interviews
with key informants
Sources of Data
Research Focus and Scope
The aim of this study is to understand
the data collection processes and the
roles of the institutions involved
(producers and/or providers), the data
sources and definitions, question sets,
classification schemes, and methods
and the tools applied.
Findings
The Institutional and Legal Framework
The cooperative concept is emphasized in the
Philippine Constitution, in which Section 15,
Article XII, describes cooperatives as “instruments
for equity, social justice, and economic
development” (1987 Constitution of the
Philippines. Cooperatives are regulated under
Republic Act No. 9520 (“Philippine Cooperative
Code of 2008”), which amends Republic Act No.
6938 (“Cooperative Code of the Philippines”),
originally signed into law on March 10, 1990.
Art. 5, (RA 9520) assigns the responsibility
for registering and regulating cooperatives to
the Cooperative Development Authority
(CDA), which is charged with supporting,
developing, regulating, training, monitoring,
and promoting cooperatives according to the
procedures and specifications in Republic
Act No. 6939, Section 3, “Powers,
Functions, and Responsibilities.”
2. The Conceptual Framework
The Code of 2008 classifies
cooperatives by category and type.
Regarding the classification by categories,
Article 23 of the code says that the
cooperatives are categorized into primary,
secondary, or tertiary organizations based
on the legal nature of the organization’s
membership (R.A. 9520, art. 23, § 24)
Recommendatio
ns
1. Statistics should
be released
primarily for
cooperative
enterprises,
incorporated in the
form of a
cooperative
according to
national legislation.
• Stat needed to craft
program and projects;
• measure contribution to
economy and
development i.e. poverty
reduction program
(women, youth, children,
farmers, fisherfolks, poor
self employed, unpaid
workers; migrant
workers; unemployed
members, etc.
2. The importance of
including both a
classification by economic
activity - that guarantee
the comparability of
statistics at the national
and international levels
and with those of other
forms of enterprise – and
a classification based on
the relationship between
members and the
cooperative.
Activity
Credit, consumers,
producers, marketing,
service, MPC, advocacy,
CBs, education, electric,
financial, workers, health,
housing, insurance,
agriculture, small scale
mining, labor service,
Membership
ARB, dairy, fishermen,
transport, water service,
practice of profession
6
17
3. For data collection, in-depth case
studies using a combination of
statistical registers and sample
surveys seem to give the best results
in terms of population coverage,
robustness of the data collected and
timely release of data.
4. The process of developing
statistics on cooperatives should
be guided by the PSA, which
guarantees scientific and
methodological rigor and
compliance with quality
standards.
Challeng
es
23
Types
Satellite
Account on
coops
Guidelines –
Future Work
Assessing the
economic
contribution of
cooperatives:
a) Employment
b) Revenue &
value added
c) Assets &
liabilities
d) Use of profits or
surpluses
investment
e) Earnings of
workers
CDA- PSA meting took place last September 11, 2017 at
the Philippine Statistics Office (PSA) , 2/F PSA-TAM Bldg.,
East Avenue Quezon City
•The Role of PSA is focus on coordination, generation
and compilation of data
•CDA to start with data from active cooperatives with
the 7.6 Million membership, it would be better if CDA
can come up with sectoral statistics. i.e how many of
the membership are indigenous people, person with
disability, senior citizen and members of 4Ps
•To link with Department of Information and
Communications Technology (DICT) for the
interoperability of data or improvement of CDA system
on membership
To create a Task Force on the enhancement of cooperative registry
• Follow up exploratory meeting with CDA, National Economic
Development Authority (NEDA) and PSA to be participated in by
decision makers and technical staff.
• CDA will present the Conceptual Framework for the Purpose of
Measurement of Cooperatives and its Operationalization
• CDA will present available data
• Request NEDA to assess as to where CDA will come in on the
Philippine Medium Term Development Plan of 80+ core
indicators
• Discuss what data to be generated and sources of data
• CDA will act as secretariat and will invite Dir Reynaldo R. Cancio
National Policy and Planning Staff, NEDA
Finally, the agreements arising from the first meeting:
PSA CDA TWG
LISA GRACE S. BERSALES, Ph.D.
National Statistician and Civil Registrar General
2/F PSA TAM Bldg.
East Avenue
Quezon City, 1101
Telephone: (632) 938-5267
Chiara Carini
Euricse
TWG Meeting April 2018
(From left) Mr Theodoor Sparreboom, ILO STATISTICS; Professor Marie J. Bouchard, Chair of COPAC
Technical Working Group on Statistics of Cooperatives and President of the CIRIEC International
Scientific Commission on Social and Cooperative Economy; Mr Hyungsik Eum, member of COPAC
TWG on Statistics of Cooperatives and Strategy and Statistics Coordinator at the International
Cooperative Alliance (ICA); Ms Andrea Davila, ILO COOP
• With your commitment, support,
involvement and cooperation, WE would
like to transform cooperatives to a new
level – the acknowledged organization in
economic, social and environmental
sustainability
• The preferred business model of people
• And the fastest form of enterprise.
The Future of-Coop-Statistics

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The Future of-Coop-Statistics

  • 1. The Future of Cooperative Statistics Presentor Josefina B. Bitonio, DPA Cooperative Development Authority A project of ILO In cooperation with COPAC
  • 2. https://geology.com/world/world-map-310.gif Membership in co-operative businesses has grown to 1 billion people across 96 countries. It is estimated that there are 100 million jobs provided by cooperatives in the world today (Takigawa, 2012)
  • 3. Currently reliable and comparable statistics on cooperatives are missing in most countries of the world.
  • 4.
  • 5. Overview of International Definition of Cooperatives (10 Criteria)
  • 6. The 19th ICLS Resolution recognizes the need to produce statistics on cooperatives in all countries of the world and recommends that the ILO carries out further developmental work on the measurement of cooperatives
  • 7. Thus, the ILO’s Promotion of Cooperatives Recommendation, 2002 (No. 193) proposed the framework for measuring cooperative statistics in the 20th ICLS.
  • 8. • ILO highlighted the need for better national statistics on cooperatives • To have measures to promote the potential of cooperatives in all countries, irrespective of their level of development
  • 9. • Cooperatives are well placed to‐ contribute to the SDGs. Role of cooperatives to create and develop sustainable decent employment, develop human resources, increase savings and investment, etc
  • 10. Doc. 20: Statistics on Cooperatives
  • 11. On Oct 18, 2018, the delegates from across regions as well as workers’ and employers’ delegates welcomed the draft guidelines and voted for their adoption at the ILO Headquarters in Geneva.
  • 12. Guidelines – Future Work Assessing the economic contribution of cooperatives: a) Employment b) Revenue & value added c) Assets & liabilities d) Use of profits or surpluses investment e) Earnings of workers
  • 13. Guidelines will only be officially finalized with the approval by the Governing Body at the ILO in 2019 https://www.ilo.org/stat/Publications/WCM
  • 14. Philippine Practices in Developing Statistics on Cooperatives Chiara Carini European Research Institute on Cooperative and Social Enterprises – Euricse A project of ILO
  • 15. Cooperatives have been an important economic actor for more than a century (Sibal, 2001). They are recognized as an important tool to empowering people and improving conditions of poverty and income inequality.
  • 16. CDA (2017) reports of having 26,000+ cooperatives with 10,400 million members.
  • 17. Reporting Membership (in Millions) Employees (in Thousands) Asset (in Billions) Net Surplus (in Billions) 12,363 10.4 487.2 382.5 22.6 CDA (2017) 47.55 % Reporting coops
  • 18. Type Reporting 1 Advocacy 18 2 Agrarian Reform 816 3 Agriculture 142 4 Consumers 557 5 Cooperative Bank 23 6 Credit 1,568 7 Dairy 15 8 Education 3 9 Electric 13 Federation- Secondary 150 Federation-Tertiary 4 10Fishermen 13 11Health Service 28 12Housing 48 I3 nsurance- Secondary 4 Labor force 95 Insurance-Secondary 4 14 Labor Service 95 15 Marketing 350 16 Multipurpose 7,378 17 Producers 515 18 Service 273 19 Small Scale Mining 10 20 Transport 207 21 Union-Secondary 41 Union-Tertiary 1 22 Water Service 63 23 Workers 28 Total 12,363 Breakdown per type of coop
  • 19. 2017 Population Membership 9.91% 54,363,844 2016 Voting population 104,918,090 19.13% 12,363 reporting coops
  • 20. 487,200 CDA`2017 PSA: labor force was reported at 43.3 million https://psa.gov.ph/tags/labor-force Employment 12,363 reporting coops 1.125 % Lowest among the 35 countries surveyed in 2003.
  • 21. Statistics on cooperatives are essential to quantify the impact of cooperatives on their members and the economy as a whole both in terms of employment and economic value added.
  • 22. To reaffirm this, ILO passed a Resolution with a view to carry out pilot studies in a number of countries, including the Philippines to test various measurement approaches on collecting data on cooperatives.
  • 23. The selection was derived from the results obtained with the global mapping initiative conducted by the ILO. The mapping, covering 69 countries, showed that around the world there are specific national cooperative models for which various types of data are provided, which in turn follow differing regulations and data collection methods.
  • 24. Brazil Brazil, Canada, Colombia, the Philippines, the Russian Federation, the United Kingdom For this reason, six countries were chosen to cover the realities of different areas of the world that differ as regards to the legal and institutional framework, the type of data
  • 25.
  • 26. The case studies in six countries aims to build a common framework that synthesizes these countries practices and provide recommendations and proposals on the standard definition of cooperatives and standard classification of cooperatives
  • 27. Objectives The research sought to answer these questions by providing a framework that included the following: 1. The Institutional and Legal Framework 2. The Conceptual Framework 3. The Data Collection Processes 4. The Available Statistics
  • 28. Methods The study was conducted through desk research using statistics reports and interviews with key informants
  • 30. Research Focus and Scope The aim of this study is to understand the data collection processes and the roles of the institutions involved (producers and/or providers), the data sources and definitions, question sets, classification schemes, and methods and the tools applied.
  • 32. The Institutional and Legal Framework The cooperative concept is emphasized in the Philippine Constitution, in which Section 15, Article XII, describes cooperatives as “instruments for equity, social justice, and economic development” (1987 Constitution of the Philippines. Cooperatives are regulated under Republic Act No. 9520 (“Philippine Cooperative Code of 2008”), which amends Republic Act No. 6938 (“Cooperative Code of the Philippines”), originally signed into law on March 10, 1990.
  • 33. Art. 5, (RA 9520) assigns the responsibility for registering and regulating cooperatives to the Cooperative Development Authority (CDA), which is charged with supporting, developing, regulating, training, monitoring, and promoting cooperatives according to the procedures and specifications in Republic Act No. 6939, Section 3, “Powers, Functions, and Responsibilities.”
  • 34. 2. The Conceptual Framework
  • 35. The Code of 2008 classifies cooperatives by category and type. Regarding the classification by categories, Article 23 of the code says that the cooperatives are categorized into primary, secondary, or tertiary organizations based on the legal nature of the organization’s membership (R.A. 9520, art. 23, § 24)
  • 36.
  • 38. 1. Statistics should be released primarily for cooperative enterprises, incorporated in the form of a cooperative according to national legislation. • Stat needed to craft program and projects; • measure contribution to economy and development i.e. poverty reduction program (women, youth, children, farmers, fisherfolks, poor self employed, unpaid workers; migrant workers; unemployed members, etc.
  • 39. 2. The importance of including both a classification by economic activity - that guarantee the comparability of statistics at the national and international levels and with those of other forms of enterprise – and a classification based on the relationship between members and the cooperative. Activity Credit, consumers, producers, marketing, service, MPC, advocacy, CBs, education, electric, financial, workers, health, housing, insurance, agriculture, small scale mining, labor service, Membership ARB, dairy, fishermen, transport, water service, practice of profession 6 17
  • 40. 3. For data collection, in-depth case studies using a combination of statistical registers and sample surveys seem to give the best results in terms of population coverage, robustness of the data collected and timely release of data.
  • 41.
  • 42. 4. The process of developing statistics on cooperatives should be guided by the PSA, which guarantees scientific and methodological rigor and compliance with quality standards.
  • 44. 23 Types Satellite Account on coops Guidelines – Future Work Assessing the economic contribution of cooperatives: a) Employment b) Revenue & value added c) Assets & liabilities d) Use of profits or surpluses investment e) Earnings of workers
  • 45.
  • 46.
  • 47.
  • 48. CDA- PSA meting took place last September 11, 2017 at the Philippine Statistics Office (PSA) , 2/F PSA-TAM Bldg., East Avenue Quezon City •The Role of PSA is focus on coordination, generation and compilation of data •CDA to start with data from active cooperatives with the 7.6 Million membership, it would be better if CDA can come up with sectoral statistics. i.e how many of the membership are indigenous people, person with disability, senior citizen and members of 4Ps •To link with Department of Information and Communications Technology (DICT) for the interoperability of data or improvement of CDA system on membership
  • 49. To create a Task Force on the enhancement of cooperative registry • Follow up exploratory meeting with CDA, National Economic Development Authority (NEDA) and PSA to be participated in by decision makers and technical staff. • CDA will present the Conceptual Framework for the Purpose of Measurement of Cooperatives and its Operationalization • CDA will present available data • Request NEDA to assess as to where CDA will come in on the Philippine Medium Term Development Plan of 80+ core indicators • Discuss what data to be generated and sources of data • CDA will act as secretariat and will invite Dir Reynaldo R. Cancio National Policy and Planning Staff, NEDA Finally, the agreements arising from the first meeting:
  • 50. PSA CDA TWG LISA GRACE S. BERSALES, Ph.D. National Statistician and Civil Registrar General 2/F PSA TAM Bldg. East Avenue Quezon City, 1101 Telephone: (632) 938-5267
  • 53. (From left) Mr Theodoor Sparreboom, ILO STATISTICS; Professor Marie J. Bouchard, Chair of COPAC Technical Working Group on Statistics of Cooperatives and President of the CIRIEC International Scientific Commission on Social and Cooperative Economy; Mr Hyungsik Eum, member of COPAC TWG on Statistics of Cooperatives and Strategy and Statistics Coordinator at the International Cooperative Alliance (ICA); Ms Andrea Davila, ILO COOP
  • 54. • With your commitment, support, involvement and cooperation, WE would like to transform cooperatives to a new level – the acknowledged organization in economic, social and environmental sustainability • The preferred business model of people • And the fastest form of enterprise.

Editor's Notes

  1. Committee for the Promotion and Advancement of Cooperatives
  2. Three criteria seem to be consensual: a cooperative has to be private and legal (or a formally-organized entity with legal status), created to meet members’ needs through the market and following the democratic governance principle. An entity which complies with the minimum baseline criteria can be considered as a cooperative. If it complies with more characteristics, the cooperative becomes closer and closer to the cooperative ideal. If the entity does not comply with one common-core characteristic, it may not be considered as a cooperative at all. Two criteria appear to be borderline-cases and might be ICA SNA CIRIEC (2006) Eum (2016) Carini et al. (2017) Private and legal/formally-organized entity/institutional unit with legal status X X X X X Created to meet members’ needs through the market X X X X X Distribution of surplus according to the members’ transactions X X X X Members must also be customers, employees or suppliers or be otherwise involved in the activities of the cooperative. X X Democratic-governance principle, one member-one vote X X X X X Voluntary/Freedom of membership X X X X Self-governing entity with autonomy of decision X X X Limited interest on share and loan capital X X Voting rights of investor members, if allowed, must be limited so that control remains vested in the user members X X In the event of winding-up, net assets and reserves must be distributed according to the principle of disinterested distribution X 11 included in the common-core, as they are nearly consensual: the freedom of membership and the distribution of surplus according to the members’ transactions. It may be objected that the ICA guidance notes on the cooperative principles do provide more information, mentioning the allocation of surplus according to members’ transactions or limited compensation in capital, but these characteristics are provided separately and cannot be found as it stands in the definition previously considered (ICA 2015). The reason why such characteristics are not integral part of the ICA definition should be further investigated, but it seems that leaving the definition as open as possible might be a way to reach wide consensus among very heterogeneous cooperative stakeholders across the globe.
  3. International Conference of Labour Statisticians in 2013. From that period, there were a series of TWG meetings, conduct of case studies o study the practices of coop statistics in various countries, Philippines included.
  4. The 2oth ICLS was conducted in Geneva, Switzerland Last Oct 10-19, 2018 and Doc 20 is the agenda on Statistics on Cooperatives
  5. 2012 was designated as the International Year of Cooperatives by the United Nations General Assembly on 18 December 2009. The Philippine Cooperative Movement’s celebration of its centennial year proves its resilience and reaffirms relevance to the society. The existence of cooperatives in the country is a strong manifestation of its role in developing businesses from the grassroots and empowering the common tao.
  6. 2016voting population according to COMELEC
  7. a Johns Hopkins comparative study on the non profit sector (Salamon, Sokolowski, & List, 2003) has shown that the Philippines had one of the lowest ratio of civil society workforce to it labor force among the 35 countries studied by the University in 2003. while the figures need updating, in fact, the study showed that the Philippineshad ranked at the bottom percentile (1.9%) in terms of the civil society organization workforce’s share in the economically active population (or in the Philippine statistics this could be equated to the labor force). The highest rate of civil society to workforce population ratio went to the Netherlands with about 14.4% of its active population working in CSO in 2003.
  8. Moreover, the study also aims to build a common framework that synthesizes these countries’ practices, to provide recommendations and proposals on a standard definition for cooperatives, and standard classifications of cooperatives
  9. open to more than one interpretation; inexactness
  10. need for better national statistics on cooperatives. Coop to develop yardstick to assess/audit measure performance and impact of their policies and projects on the changes in the welfare of their beneficiaries brought about by the programs and projects that they implement
  11. In 2008,the NSCB undertook a collaborative project with Johns Hopkins University on the measurement of the economic contribution of nonprofit institutions and volunteer work in the Philippine economy. The project aimed to formulate a statistical framework for measuring the contribution of volunteer work via a satellite account on nonprofit institutions within the context of the Philippine National Accounts.