gawad parangal for cooperative union

Best Performing Cooperative Union

Theme : Support members in terms of compliance to training requirements

Eligibility/ qualifying criteria

• Must be in good standing for the three preceding years;

• Must be operationally gainful for the last three years

• Compliment with the legal administrative requirements of the CDA, BIR, LGU, and other governmental agencies.

• No major findings during the inspection as reported

Evaluation/ Judging criteria:

DOCUMENTARY REQUIREMENTS

1. Cooperative Annual performance Report duly received by the CDA (2011-2013)

2. Audited Financial Statements (AFS) (2011,2012 & 2013) including notes

3. Social Audit Report

4. Performance Audit report

5. List of training attended by Cooperative officers( 2011-2013)

6. Amended articles of Corporation/by laws under RA9520

7. Certificate of Good standing for regular purpose

8. Certificate of tax exemption/ Application duly received by BIR

9. Cooperative Development plan

10.List of training conducted/initiated for FY 2013

11.Valid Certificate of Accreditation as Cooperative Training Providers, if applicable

DOCUMENTARY REQUIREMENTS12. List of cooperative officers

13. Certificate signed by the cooperative Chairman and or General manager indicating the following:

– total number of member affiliates

– Total number of remitting CETF

– Total amount of CETF collected

• Training

• Advocacy

• Research and development

• Others

- Total full and part-time employees, casual, contractual as of 2013

- Names of volunteers, if any, including the specific work assignment

DOCUMENTARY REQUIREMENTS

15. Certificate of proof of accreditation of LGU and other governing bodies in Local Development Council.

16. Proof/ evidence of the following:

– Programs benefited its members may include participation of members to the value chain

– Social and community activities initiated and/or participated by the cooperatives

17.List of awards/recognitions received by the cooperative including the sponsor of the awards and the year received for the past three years.

18.Current Business permit/ license

I. ORGANIZATIONAL DEVELOPMENT AND MANAGEMENT (35)

Criteria Formula Points Max rating

1. Performance audit report See PAR Total score /100 x 15% x 100

15 15

2. Membership

a. Total no. of members 2

Above 45 members31-4515-30

Below 15

21.510



b. Growth in membership

Actual inc. in the no. of members---------------- x 100%

Target inc. in the number of members per dev’t plan

3

30% and above5%- 30%Below 5%No increase

3210



If no target in dev’t plan:Tot. no. of members, end – tot. no. of members, beg. --------------- x 100%Tot. no. of members, beg.

30% and above5%- 30%Below 5%No increase

3210



3. CETF Remittance Tot. no. of remitting members--------------- x 100%Tot. no. of membersAbove 75%Below 75%No remittance

210

2

4. CETF Utilization a. Amount expended using CETF collected from members

--------------- x 100%Tot. no. of membersAbove 75%Below 75%No remittance

320

3



b. Percentage of CETF expended for: b.1 training- max. of 2 pointAmount expended for training-------------------/ 50% x 2Amount collected using CETF collected from members

24

b.2. advocacy Maximum of 1 pointAmount expanded for advocacy & promotion-------------------/ 30% x 1Amount expended using CETF collected from members

1



b.3 R & DMaximum of .5 pointAmount expended for R & D ------------------------- / 25% x .5 Amount expended using CETF collected from members

.5

b.4. others ( max. of .5 point)Amount expended for other concerns-------------------/ 5% x .5Amount expended using CETF collected from members

.5



5. Attendance totrainings

Attendance to the mandatory cooperative training for officers

3

BOD ManagerMandatory committeesTreasurers and Secretary

111

6. Accreditation as training provider

YESNO

30

3

SUB-TOTAL 35

II. SERVICES RENDERED (40)


1. Promotion and Development of Coops / Movement

• Promotion of membership in cooperatives

• Participation to local and international conferences, congress, workshops, summits, conventions, etc

• Policy Advocacy activities initiated/participated

• Membership in technical working groups, committees, task force on cooperative development promotions

2

1

2

1

6



2.InformationDissemination of CSA issuance, circulars, guidelines

10 and above activities7-9 activities3-6 activitiesBelow 3 activitiesNo activity

43210

4

3. Partnership/linkages with other organizations, local and international

LocalInternational

21

3

4. Providing / facilitating assistance for coop’s growth and enterprise/ livelihood development

10 and above coop assisted7-9 assisted3-6 assistedBelow three coop assisted

3210

3



5. Providing assistance for cooperatives to comply with the requirements of funding institutions

10 and above coops assisted7-9 coops assisted3-6 coops assistedBelow 3 coops assisted

321

3

6. No. of affiliates compliant with the training requirements

No. of affiliates compliant/ total no. of members x 100%

75% and above50% to below 75%25% to below 50%Below 25%No affiliates compliant

54320

5



6. Provision of technical assistance to cooperatives in terms of:

a. Training 10 and above technical assistanceBelow 10 technical assistance

21

1

b. Mentoring 10 and above coops7-9 coops3-6 coopsBelow 3 coops

3210

3

c. Consultancy 10 and above act.7-9 act.3-6 act.Below 3 act.

3210

3



7. Percentage of cooperative affiliates assisted in the application/renewal of CTE

No. of cooperative affiliates assisted ---------------------------------- x 100Tot. no. of cooperative affiliates90%-100%75% but below 90%50% but below 75%Below 50%

3210

3

8. Conduct of training

10 and above trainings7-9 trainings3-6 trainingsBelow 3 trainings

5310

5

SUB TOTAL 40

III. SOCIAL RELEVANCE (20)


1. Social auditreport

See part IV, V & VITotal score/40 x 15% x 100

15

3. Directemployment generation

4 and above employees3 employees2 employees1 employee

3210

3

4. Genderintegration

Presence of male and female in the BOD, committees and management staffYESNO

20

2

SUB TOTAL 20

IV. AWARDS AND RECOGNITION (5)

For Information and Dissemination

Josefina B. BitonioOIC Director

Encoder

Eric Justine R. Ancheta OJT – University of Luzon

Summer 2014