1. La Union MPC
2014 MOST OUTSTANDING COOPERATIVES
Medium Scale Category
Region 1
2. QUALIFYING CRITERIA
•With complete reportorial requirements submitted on time;
CAPR (4/8/2012); (4/30/2013); (4/21/2014);
AFS (4/8/2012); (4/30/2013); (4/21/2014)
SAR (4/30/2013); (4/21/2014)
PAR (4/30/2013); (4/21/2014)
LOT (4/8/2012); (4/30/2013); (4/21/2014);
3. •With Very Satisfactory Ratings in both Social and Performance Audit Reports;
2012
2013
SAR
100
100
PAR
85
88
QUALIFYING CRITERIA
4. •Must be In Good Standing for the three (3) preceding years; (MOV:CGS 2011, 2012 & 2013)
2012
4/15/2012
2013
4/30/2013
2014
5/5/2014
5. 2012
2013
Total Assets
60,644,413.49
93,604,600.23
Net Surplus
6,237,661.82
7,125,978.66
Networth
12,643,861.58
21,744,970.22
QUALIFYING CRITERIA
•Must be operationally gainful:
For micro and small cooperative – two (2) years – (MOV: AFS 2012 & 2013)
6. CONSTANCIA A. DE GUZMAN CDS-II La Union
No major findings during the inspection as reported (MOV): certification from the Regional Office that the cooperative has no major findings base on the result of inspection, i.e no infraction among the BOD, court cases involving the cooperative such as tax court, labor court & trial court filed in CY2013 or earlier. Note: cooperative as respondent
7. 21,744,970.22
Must have a NETWORTH of:
Micro Scale Category
Up to Php1,500,000
Small Scale Category
1,500,001 to 15,000,000
Medium Scale Category
15,000,001 to 50,000,000
Large Scale Category
Above 50,000,000
QUALIFYING CRITERIA
Net worth shall be determined based on the following computation: NETWORTH= ASSETS – LIABILITIES
Liabilities, under this criteria, shall mean the sum total of all the liabilities of the cooperative including deposit liabilities.
9. 1. Cooperative Annual Performance Report(CAPR) duly received by the CDA – 2011- 2013
2011
4/8/2012
2012
4/30/2013
2013
4/21/2014
10. DOCUMENTARY REQUIREMENTS
1.Audited Financial Statements (AFS) (2011, 2012 & 2013) including (Notes to FS and SS)
Summary of Aging of Accounts Receivable ( 3 pages with graph)
11. Summary of Aging of Receivables
Year 2011
1 to 30 = P 1,384,200.00
31 to 60 = P 463,000.00
61 to 90 = P 603,200.00
91 to 180=P 402,200.00
181 to 365 =P 547,000.00
Over 365 = P 379,323.65
0.00200,000.00400,000.00600,000.00800,000.001,000,000.001,200,000.001,400,000.00 1 to 3031 to 6061 to 9091 to 180181 to 365over 365 Aging 2011
12. Summary of Aging of Receivables
Year 2012
1 to 30 = P 958,442.75
31 to 60 = P 103,800.00
61 to 90 = P 266,000.00
91 to 180=P 520,900.00
181 to 365 =
P 1,868,750.00
Over 365 = P136,407.56
13. Summary of Aging of Receivables
Year 2013
1 to 30 =P 263,500.00
31 to 60 = P 655,600.00
61 to 90 = P 676,590.00
91 to 180=P 2,205,355.00
181 to 365 =
P 450,840.00
Over 365 = P 232,980.00
0.00500,000.001,000,000.001,500,000.002,000,000.002,500,000.00 1 to 3031 to 6061 to 9091 to 180181 to 365over 365 Aging 2013
15. DOCUMENTARY REQUIREMENTS
Non Earning Assets P 1,364,549.52
(prepaid rent; unused stationary and office supplies, security deposits, security bond and property and equipment)
25. Certification
Total Number of members
2011
963
2012
1432
2013
1727
0
200
400
600
800
1000
1200
1400
1600
1800
2000
2011 2012 2013
Certified by:
MARILOU B. GUERRERO
CEO
26. BOD Dates of Meeting
12 regular meetings
January 25, 2013 July 29, 2013
February 24, 2013 August 30, 2013
March 27, 2013 September 23, 2013
April 20, 2013 October 21, 2013
May 20, 2013 November 25, 2013
June 24, 2013 December 16, 2013
Certified by:
MARILOU B. GUERRERO
CEO
27. Different Committees
4 Regular meetings
Audit Committee Educ. & training Committee
Election Committee Credit Committee
Ethics Committee Med. Con. Committee
Gender & Development Committee
Certified by:
MARILOU B. GUERRERO
CEO
28. DOCUMENTARY REQUIREMENTS
11.Number of members placing savings/time deposits to cooperatives;
12.increase in the amount of deposits
13.Number of members contributing to share capital for two consecutive years;
14.Annual increase in the amount of share capital from 2011- 2013(base year is 2011)
15.Names of volunteers, if any, including the specific work assignment
16.Names of BODs, Committees, and Core management team indicating their respective sex
29. 11. Number of members placing savings/time deposits to cooperatives;
1,500 members placing deposits out of 1727 or about 86%
30. 12. Increase in the amount of Deposits
2012
2013
% Increase
38,470,978.50
57,278,269.10
48%
2011
2012
% Increase
17,334,518.22
38,470,978.50
121%
31. 13. Members contributing to Share Capital
1,727 members placing deposits out of 1727 or about 100%
34. 16. Names of BOD, Committees And CMT
Please see attached 3 pages of OS and functional structure
35. 17. List of Trainings conducted/sponsored by the cooperative
Speed sewing training, cooking, novelty craft making, soap making, livelihood trainings (with pictures)
36. 18. Proof of Accreditation with LGU and other Governing Bodies
•SB Res. No. 209 s 2013 Accreditation as NGO Partner (with proof)
•PGLU dated Sept 8, 1994
•DOLE dated Oct 29, 1993 as co partner in various livelihood component
37. Computation of ISC/PR
This is to certify that for FY 2013, the computed rate of interest of share capital is 12.09% and patronage refund 42.00%.
Certified by:
MARILOU B. GUERRERO
CEO
38. i. Programs that benefited the members (e.g. provident services)- 2013
Livelihood, piggery, soap making, novelty craft, speed sewing, cooking (with attachments)
47. HERE’S TO NATURE. Soap made of herbs and other natural products is allowed
to cool in plastic cups. Ready for disposal in a few hours.
48.
49. ii. Support services extended to other cooperatives- 2013
Financial grants, improvement of the CDA LU building, big brother to some small cooperatives
50. iii. Social activities initiated and/or participated by the cooperatives such as but not limited to the following health, medical mission, campaign against drug and environmental concerns
Feeding for 120 days, blood letting, drug test for members, coastal cleaning, tree planting, brigada eskwela, dalus drive, municipal fun run, gift giving, hygiene kit distribution, distribution of brooms and books to schools
80. VERSATILE DIRECTORS. The directors, headed by Fr. Chito, don’t just make plans for Cooperative improvement. They reach out, literally, to people from as far as Santol, La Union.
84. iv. Participation in Coop Month Celebration Coop Summit, Local Governance program/ activities,etc
CMC La Union, Regional CMC, National Summit, TEAMshop, womens summit, LCDOP tripartite, various regional fora
85. v. Activities participated/initiated by the coop for the following sectoral groups: youth, women, PWD and others -2013
Organization and recognition of a laboratory cooperative, attendance to women summit, yolanda victims, donation for sports
86. DOCUMENTARY REQUIREMENTS
22.List of Awards/Recognition received by the cooperative including the sponsors of the awards and the year received
Gawad Parangal (Province, region, national finalist Rank 4); Most Outstanding Cooperative by PGLU; Service Award by La Union PCU
91. EVALUATION/JUDGING CRITERIA
CRITERIA
WEIGHT/ POINTS
2012
2013
Organization, Leadership and management
40
38.38
39
Financial management and Business Operation
35
20.3
35
Social Relevance
20
20
20
Awards and Recognition
5
2
4
TOTAL
100
82.28
99
92. I. ORGANIZATIONAL DEVELOPMENT & MANAGEMENT (40)
Criteria
Formula
Points
Equivalent Rating
Max Rating
Mi
S
Md
L
1. Performance Audit Report
See PAR PART I total score/100 x 24% x 100
24
24
24
24
24
24
2.Years of Existence
5 yrs. & Below
Above 5 yrs.
1
2
1
2
1
2
1
2
1
2
2
3. Membership
a. Total # of members
5
+ Large
Above 60,000
45,001-60,000
30,001-45,000
15,001-30,000
5,001-15,000
5,000 below
5
4
3
3
1
0
5
4
3
2
1
0
93. I. ORGANIZATIONAL DEVELOPMENT & MANAGEMENT (40)
Criteria
Formula
Points
Equivalent Rating
Max Rating
Mi
S
Md
L
Medium
Above 6000
4501-6000
3001- 4500
1501-3000
501- 1500
500 and below
5
4
3
2
1
0
5
3
1
0
Small
Above 600
301-600
102-300
100 and below
5
3
1
0
5
3
1
0
5
Micro
Above 200
101-200
100 and below
5
3
1
5
3
1
94. I. ORGANIZATIONAL DEVELOPMENT & MANAGEMENT (40)
Criteria
Formula
Points
Equivalent Rating
Max Rating
Mi
S
Md
L
b. Percentage of associate members (72 members of lab coop)
Total associate members---- x 100%
Tot. no. of members
Below 20%
Above 20%
1
0
0
c. Growth in membership
Actual increase in the no. of members per dev’t plan
3
30% above
5%- 30%
Below 5%
No increase
3
2
1
0
3
2
1
0
3
2
1
0
3
2
1
0
3
2
1
0
95. I. ORGANIZATIONAL DEVELOPMENT & MANAGEMENT (40)
Criteria
Formula
Points
Equivalent Rating
Max Rating
Mi
S
Md
L
If no. of target in development plan:
Total number of members, end- tot. ni. Of members, beg. ------------ x 100%
Total no. of members, beg.
30% and above
5%-30%
Below 5%
No increase
3
2
1
0
3
2
1
0
3
2
1
0
3
2
1
0
3
2
1
0
96. I. ORGANIZATIONAL DEVELOPMENT & MANAGEMENT (40)
Criteria
Formula
Points
Equivalent Rating
Max Rating
Mi
S
Md
L
4. Training
a. attendance to trainings
Attendance to the mandatory cooperative training
For officers
3
BOD & Manager mandatory committees
Treasurer and secretary
3
1
1
1
1
1
1
1
1
1
1
1
1
b. Trainings conducted/ facilitated by the cooperatives except PMEs within the period under review
5 and above training
3-4 training
2 training
1 training
No training
2
1
0
2
1
0
2
1
0
2
1
0
2
SUB-TOTAL
39
97. II. Financial Management and Business Operation
Criteria
Formula
Points
Equivalent Rating
Max Rating
Mi
S
Md
L
1.PISO
PAR PART II
Total score/100 x 30% x 100
30
30
30
30
30
30
2. Delinquency rate
Past due loans/accounts rec. + non performing restructured loans + Loans/ accts. Under litigation
-----------------------------
Total loans & accts. outstanding
5
5
5%-10%
11%-30%
Above 30%
5
3
0
5
3
0
5
3
0
5
3
0
5
3
0
SUB-TOTAL
35
98. III. SOCIAL RELEVANCE (20)
Criteria
Formula
Points
Equivalent Rating
Max Rating
Mi
S
Md
L
III. Social relevance
1. Social audit report
See part IV, V & VI
Total score/40 x 15% x 100
15
15
15
15
15
15
2. Programs/ activities that benefited its members
4 or more programs/act.
3 programs
2 programs
1 program
2
2
2
1
2
1
0
2
1
0
2
3. Direct employment generation
10 and above employees
7-9 employees
4-6 employees
3 employees
2 employees
2
2
1
2
1
2
1
0
2
1
0
2
99. III. SOCIAL RELEVANCE (20)
Criteria
Formula
Points
Equivalent Rating
Max Rating
Mi
S
Md
L
4. Gender integration
Presence of male and female in the BOD, committees and management staff
1
1
Sub total
20
100. IV. AWARDS AND RECOGNITION
Criteria
Formula
Points
Equivalent Rating
Max Rating
Mi
S
Md
L
Recognition/citation received
Awards and recognition received for the past three years
5
4
International awards received
Local awards received
-national award
- regional award
3
2
3
2
1
3
1
1
3
1
SUB-TOTAL
5
Grand total
98
101. Lists of Trainings Sponsored/ Conducted
Trainings
Date/s
Speed sewing training
January 21, 2013
Cooking
July 20, 2013
Soap making
July 25, 2013
Novelty Craft making
October 23-24, 2013
102. Programs
Lists of Programs
Date/s
Speed Sewing
January 21, 2013
Scholarship program
June 13, 2013- present
Piggery
July 01, 2013 up to present
Cooking
July 20, 2013
Soap making
July 25, 2013
Lakbay aral
August 30, 2013
Novelty Craft making
October 23-24, 2013
103. Social Community Activities
Activities
Date/s
Dalus drive
February 9, 2012
Municipal Fun Run
May 04, 2013
Brigada Eskwela
May 27 , 2013
Coastal Cleaning
June 01, 2013
Tree Planting
August 27, 2013- present
Distribution of brooms and books
August 30, 2013- present
Blood Letting
October 25, 2013
Drug test
October 26, 2013
Feeding Programs
December 12, 2013
Drug test
October 26, 2013
Gift giving
December 20, 2013
Hygienic kit Distribution
December 20, 2013
104. Activities Participated/ Initiated
Activities
Date/s
Laboratory Cooperative
June 28, 2013
Women Summit
August 27, 2013
Yolanda Victims
October 30, 2013
Donation for sports
December 14, 2013
Donation for church
December 16, 2013
