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Coop Social Audit 2013
1. SOCIAL AUDIT REPORT
(CDA MC 2013-16)
Prepared by: Van Ian F. Enriquez
Chief RIT & Legal Units
CDA Dagupan Extension Office
2. LEGAL BASES
Article 53 & 80 of R.A. 9520;
Rule 8 & 11 of the IRR;
Social Audit – is the procedure where the cooperative assesses:
1. Its social impact and ethical performance vis-à-vis its stated mission, vision,
goals and code of social responsibility;
2. Its contribution for the upliftment of the status not only to its members’
economic needs but also social needs and the community where it operates.
- It relates to the impact not only to the community but to its regular members
as the immediate beneficiary of the decisions and actions promulgated,
passed and implemented.
- It serves as a control mechanism to account for the coop’s social
performance and evaluate its impact in the community taking into account
the Community Development Fund (CDF) which shall be used for projects
or activities that will benefit the community where it operates.
7th Cooperative Principle “Concern for Community”
3. General Information
Name of the Cooperative as of the latest
Amendment
Present Address of the Cooperative
Type of Cooperative
Re-registration No.
Vision/Mission & Goal
4. ORGANIZATION (15 points)
OBJECTIVE: To measure the cooperative’s
observance of the importance of having the
Vision, Mission and Goal as its foundation.
It also looks into the presence of the
Code of Governance and Ethical Standards
and Feedback Mechanism and how it is being
developed and implemented.
5. A. Vision, Mission and Goals (4 points)
1. Cooperative Vision, Mission and
Goals (VMG) MEANS OF VERIFICATION
Indicate the VISION Statement: Written Vision, Mission
______________________________________ and Goals (VMG)
______________________________________
Indicate the MISSION Statement: General Assembly
______________________________________ Resolutions;
______________________________________
Minutes of Meeting
Indicate the GOALS:
______________________________________
______________________________________
Approval of the VMG by the
4 points
General Assembly, specify
Date: _______________________________
6. B. Code of Governance and Ethical
Standards (3 points)
YES MEANS OF VERIFICATION
AREA OF CONSIDERATION OR
NO
Code of Governance
With Cooperative
Code of Governance?
With Code of Conduct & Code of Conduct &
Ethical Standards?
Are all the key players of the
Ethical Standards
cooperative involved in its
development?
Report of Activity
Give 1 point for every
positive answer
3 points
7. C. Feedback Mechanism (4 points)
1. With approved policy on feedback MEANS OF VERIFICATION
mechanism? Manual of Policies,
YES ( ) Board Resolutions;
NO ( ) If yes, 1 point Minutes of BOD meeting(s);
2. Presence of mechanisms to gather Activity Reports;
feedbacks: Consolidated Reports on
Feedbacks, Suggestions etc.
IF yes, of members
YES
INDICATE
GROUP or
TOOLS/
NO FEEDBACK TOOLS/INSTRUMENTS
INSTRUMENTS
Membership meeting(s)
MEMBERS Area consultation(s)
OFFICERS Suggestion & Grievance Box
Telephone logbook
MANAGEMENT STAFF & OTHER
PERSONS/INSTITUTIONS E-mail/internet/social network
Correspondence/mail/SMS
Give 1 point for every Freedom Board
positive answer
4 points
8. D. Feedbacks Acted Upon (4 points)
Get the no. of feedbacks received
and acted upon;
Divide the no. of feedbacks acted
NO. OF FEEDBACKS
upon over the no. of feedbacks
RECEIVED received and multiply by 100 to
get the percentage:
Feedbacks acted upon x 100
Feedbacks received
NO. OF FEEDBACKS
90% - 100% are acted upon 4
ACTED UPON
70% - 89% are acted upon 2
50% - 69% are acted upon 1
Below 50% are acted upon 0
4 points
10. II. MEMBERSHIP (35 points)
OBJECTIVE: To determine the effectiveness
of the cooperative in meeting the needs of
its members, thereby promoting economic
upliftment and empowerment of its members
11. A . Asset Building (12 points)
1. ECONOMIC PARTICIPATION OF
MEMBERS
No. of members who
1.1 NO. OF MEMBERS WHO PATRONIZE patronized the service
THE SERVICE OF THE COOP
FOR SINGLE PURPOSE of the coop________ x 100
Total no. of members
NO. OF MEMBERS WHO
PATRONIZE THE COOP
SERVICE
TOTAL NO. OF MEMBERS 50% - 100% 2
(regular + associates
whether MIGS or not) 30% - 49% 1.5
PERCENTAGE
20% - 29% 1.0
10% - 19% 0.5
MEANS OF VERIFICATION
Below 10% 0
Schedule of Members’ Patronage
Refund;
Registry of Members
2 points
12. A . Asset Building
1. ECONOMIC PARTICIPATION Get the total no. of patronizing members
OF MEMBERS (continuation)
for every service of the coop;
1. 2 NO. OF MEMBERS WHO
PATRONIZE THE SERVICES Get the average by dividing the total no.
OF THE COOP FOR of patronizing members per service over
MULTI-PURPOSE
the number of services of the coop;
Get the percentage:
NO. OF
COOP SERVICES
Average no. of members who
patronized the services of the coop
TOTAL NO. OF x 100
MEMBERS Total no. of members
WHO PATRONIZE PER
SERVICE OF THE
COOPERATIVE
50% - 100% 2
30% - 49% 1.5
TOTAL NO. OF 20% - 29% 1.0
MEMBERS
10% - 19% 0.5
AVERAGE Below 10% 0
PERCENTAGE
2 points
13. A . Asset Building
2. OWNERSHIP PARTICIPATION Get the increase/decrease:
THROUGH CAPITAL BUILD -UP current no. of members with
2.1 INCREASE IN THE NO. OF additional share LESS previous no.
EXISTING MEMBERS W/ of members with additional share
ADDTIONAL SHARE CAPITAL
Increasing – 1.5 points
Status quo – 1 point
NO. OF Declining – 0 point
EXISTING
YEAR MEMBERS
WITH
ADDITIONAL
MEANS OF VERIFICATION
SHARE CAPITAL
Schedule of Paid-Up Capital
CURRENT YEAR (year under audit & preceding year)
PREVIOUS YEAR
INCREASE/DECREASE
1.5 points
14. A . Asset Building
Get the increase/decrease:
2. OWNERSHIP PARTICIPATION
THROUGH CAPITAL BUILD -UP Current amount of share capital
LESS Previous amount of share
2.2 INCREASE IN THE AMOUNT OF
SHARE CAPITAL capital
Increasing – 1.5 points
Status quo – 1 point
Declining – 0 point
AMOUNT OF
YEAR SHARE CAPITAL MEANS OF VERIFICATION
Schedule of Paid-Up Capital
CURRENT YEAR (year under audit & preceding year)
PREVIOUS YEAR
INCREASE/DECREASE
1.5 points
15. A . Asset Building
2. OWNERSHIP PARTICIPATION
Get the increase/decrease:
THROUGH CAPITAL BUILD -UP Current no. of members with
2.3 INCREASE IN THE NO. OF
additional deposits LESS Previous
EXISTING MEMBERS W/ no. of members with additional
ADDITIONAL DEPOSITS deposits
Increasing – 1.5 points
NO. OF Status quo – 1 point
EXISTING
MEMBERS Declining – 0 point
YEAR WITH
ADDITIONAL
DEPOSITS MEANS OF VERIFICATION
CURRENT YEAR
Schedule of Deposits Liabilities
(year under audit & preceding year)
PREVIOUS YEAR
INCREASE/DECREASE
1.5 points
16. A . Asset Building
Get the increase/decrease:
2. OWNERSHIP PARTICIPATION
THROUGH CAPITAL BUILD -UP Current amount of total deposits
LESS Previous amount of total
2.4 INCREASE IN THE AMOUNT OF
DEPOSITS deposits
Increasing – 1.5 points
Status quo – 1 point
Declining – 0 point
AMOUNT OF
YEAR
DEPOSITS
MEANS OF VERIFICATION
CURRENT YEAR Schedule of Deposits Liabilities
PREVIOUS YEAR
(year under audit & preceding year)
INCREASE/DECREASE
1.5 points
17. A . Asset Building
3. MEMBERS ECONOMIC GROWTH *Survey at least 5% - 10% of
Members in Good Standing but in
no case it should be less than 30
3.1 UPLIFTMENT OF THE LIVES
individual respondents identified
OF THE MEMBERS:
through random sampling;
Tabulate and analyze data;
% % % NO
INDICATOR INCREASE DECREASE CHANGE Give points
INCOME MEANS OF VERIFICATION
Survey Result/Questionnaire
LIVELIHOOD
*Survey Questionnaire
SAVINGS to be developed in partnership
with the social auditors
ASSETS
4 points
18. B. Members’ Governance (10 points)
1. INFORMATION FACILIITES,
COUNT AND GIVE POINTS:
please check below: 3 or more Information Facilities - 2 points
TYPE OF INFORMATION FACILITY √ Below 3 Information Facilities - 1 point
MEANS OF VERIFICATION
Newsletter
Newsletter or any publication;
Telecommunication
(Telephone, fax, cell phone,
Website;
etc.) Flyers;
Bulletin, Flyers, Primers, Reports of Activities;
Brochures, etc.
Bulletin Board;
Website/Social Network
Membership, etc.
Minutes of Membership Meeting;
Etc.
Membership Meeting
Others, specify
2 points
19. B. Members’ Governance
- Get the average result per item by using the
2. MEMBERSHIP PARTICIPATION following denominator:
(PLEASE INDICATE THE NO. AND % ): NUMERATOR DENOMINATOR
AVERAGE NO. OF Actual no. of members
MEMBERS WHO
ACTIVITIES WHO VOTED IN THE ELECTION
PARTICIPATED
TOTAL NO. OF
Actual no. of members MEMBERS IN GOOD
ELECTION OF OFFICERS WHO PARTICIPATED IN THE STANDING (MIGS)
AND APPROVAL OF APPROVAL OF THE DEVELOPMENT
DEVELOPMENT PLAN PLAN & BUDGET DURING THE
& BUDGET DURING G.A. GENERAL/REPRESENTATIVE
ASSEMBLY
MEMBERSHIP MEETING/ Actual no. of members TARGET MEMBERS
CONSULTATION/FORUM WHO ATTENDED MEMBERSHIP AS INDICATED IN THE
MEETING/CONSULTATION/ FORUM PLANS OR
PROGRAMS.
MEMBERSHIP EVENTS IN THE ABSENCE
Actual no. of members THEREOF, USE
(e.g. tree planting, medical
WHO PARTICIPATED IN THE THE TOTAL NO. OF
mission (, etc.)
MEMBERSHIP EVENTS (e.g. tree EXISTING MEMBERS
planting, medical mission, etc)
20. B. Members’ Governance
2. MEMBERSHIP PARTICIPATION - On the percentage scale of members
(continuation) who participated, give points as
indicated below:
MEANS OF VERIFICATION 50%-100% of the
average membership - 2 points
G.A. Attendance Sheet; who participated
25- below 50% of the
Consultations/Meetings average membership - 1 point
Attendance Sheet; who participated
Below 25% of the
Development Plan;
average membership - 0 point
who participated
Registry of Members
2 points
21. B. Members’ Governance
- Survey at least 5% - 10% of Members in Good Standing
3. MEMBERS’ FEEDBACK but in no case it should be less than thirty (30) individual
respondents identified through random sampling;
3.1 MEMBERS’ PERCEPTION IN
AIRING THEIR IDEAS, - Tabulate and analyze;
FEEDBACKS AND - On the percentage scale of members who answered
OPINIONS, please check: easy & satisfied, give points as indicated below :
RATING √
EASY
2 PERCENTAGE SCALE POINT SCORE
DIFFICULT
90% - 100% ANSWERED EASY 2
3.2 MEMBERS’ SATISFACTION ON 70% - 89% ANSWERED EASY 1.5
THE ACTION MADE ON THEIR
FEEDBACKS, please check: 50% - 69% ANSWERED EASY 1
BELOW 50% ANSWERED EASY 0
RATING √
SATISFIED 2
NOT SATISFIED PERCENTAGE SCALE POINT SCORE
90% - 100% ARE SATISFIED 2
70% - 89% ARE SATISFIED 1.5
4 points 50% - 69% ARE SATISFIED
BELOW 50% ARE SATISFIED
1
0
22. B. Members’ Governance
- Survey at least 5% - 10% of Members in Good
Standing but in no case it should be less than
thirty (30) individual respondents identified through
3.3 MEMBERS’ SATISFACTION ON random sampling;
SERVICES, please check:
- Tabulate and analyze;
- On the percentage scale of satisfied members,
give points as indicated below:
RATING √ PERCENTAGE SCALE POINT SCORE
SATISFIED
90% - 100% ARE SATISFIED 2
NOT SATISFIED 70% - 89% ARE SATISFIED 1.5
50% - 69% ARE SATISFIED 1
BELOW 50% ARE SATISFIED 0
2 points
23. C. Members’ Benefits (3 POINTS)
PRESENCE AND PERCENTAGE OF
MEMBERS BENEFITTING FROM - Determine the activities/programs and
THE SOCIAL BENEFIT PROGRAM/S indicate if yes or no;
NO. OF - Divide the total no. of members with the total no.
YES MEMBERS
MEMBERS’ BENEFIT
or BENEFITTING
of members benefitting from the program/s to
PROGRAM NO FROM THE get the percentage and give points as
PROGRAM
indicated below:
GROUP INSURANCE
2O% OF TOTAL NO. OF MEMBERS -
MEDICAL & HEALTH 2
ASSISTANCE
ABOVE
10% TO BELOW 20% OF TOTAL NO. OF
1
EDUCATIONAL MEMBERS
ASSISTANCE BELOW 10% OF TOTAL NO. OF
0
MEMBERS
BURIAL ASSISTANCE/AID MEANS OF VERIFICATION
- Audited Financial Statements with notes (expenses)
Others, Specify
- Activity Report or any similar documents
If with social benefit
2 points
program, give 1 point
24. D. Members’ Education (10 points)
1. PROVISION OF EDUCATION TO
MEMBERS For the number of trainings
1.1 Presence of continuing education
conducted/attended:
program that contribute to human
- Get the total no. of training(s) for the members as
development of members
targeted and actual no. of training(s) conducted/
(e.g. values, principles, ethics,
attended;
practices, citizenship,
livelihood/skills training) - Compute and give points as indicated below:
YES ( )
NO ( ) If yes, 1 point
6 – ABOVE TRAININGS CONDUCTED/ATTENDED 2
MEANS OF VERIFICATION 4 - 5 TRAININGS CONDUCTED/ATTENDED 1.5
Developmental Plan; 2 - 3 TRAININGS CONDUCTED/ATTENDED 1
Education and Training Program; 0 - 1 TRAININGS CONDUCTED/ATTENDED 0
EDCOM Calendar of Activities;
Report on Training Activity/Terminal
Reports; 2 points
Attendance Sheets;
Certificate of
Attendance/Participation
25. D. Members’ Education
1.2 Implementation of Education For the no. of members who attended the
Program training(s):
NO. OF - Get the sum of the average members who attended
CONTINUING NO. OF MEMBERS per training as indicated on the left side.
EDUCATON TRAININGS WHO
- The denominator of each indicator is the number of
&TRAINING ATTENDED
PROGRAM PER PER
members per target/plan
TARGET/ TARGET/
ACTUAL ACTUAL
PLAN PLAN
VALUES EDUCATION POINT
CATEGORY OF COOPERATIVE & RATING SCORE
COOP PRINCIPLES
& PRACTICES
FOR LARGE COOPS (P100M UP of total assets)
ETHICS
ENTRPRENUERIAL
50% - 100% of members attended trainings 2
SKILLS 30% - 49% of members attended trainings 1
LEADERSHIP Below 30% of members attended trainings 0.5
TRAINING
FOR MEDIUM COOPS (P15M to P100M of total assets)
FINANCIAL
LITERACY 30% - 100% of members attended trainings 2
LIVELIHOOD 15% - 29% of members attended trainings 1
Below 15% of members attended trainings 0.5
OTHERS, specify
FOR SMALL/MICRO COOPS (below P15M of total assets)
20% - 100% of members attended trainings 2
2 points 10% - 19% of members attended trainings
Below 10% of members attended trainings
1
0.5
26. D. Members’ Education
2. LEADERSHIP DEVELOPMENT Identify the programs for leadership
development;
PROGRAM
Count and give points as indicated below:
2.1 Presence of Leadership Program for
cooperative officers, please check:
3 – ABOVE PROGRAMS IMPLEMENTED 2
YES ( )
NO ( )
If yes, 1 point 1 – 2 PROGRAMS IMPLEMENTED 1
NO PROGRAMS IMPLEMENTED 0
2.1.1 Implementation of Program for
Cooperative Officers, please check:
MEANS OF VERIFICATION
LEADERSHIP DEVELOPMENT Developmental Plan;
PROGRAM IMPLEMENTED √
Education and Training Program;
Executive Retreats /Reflection Session EDCOM Calendar of Activities;
Succession Planning Report on Trainings;
Immersion (OJT) Activity/Terminal Reports;
Leadership Session Attendance Sheets
Others, please specify
2 points
27. D. Members’ Education
2. LEADERSHIP DEVELOPMENT Identify the mandatory trainings attended
PROGRAM by coop officers;
Count and give points as indicated below:
2.1.2 Mandatory Trainings for
Cooperative Officers attended:
3 – ABOVE PROGRAMS ATTENDED 2
NO. OF
MANDATED TRAININGS ATTENDED
COOP 1 – 2 PROGRAMS ATTENDED 1
OFFICERS
TRAINED NO PROGRAM IMPLEMENTED 0
(e.g.*Basic Cooperative Course)
(e.g. *Financial Management)
MEANS OF VERIFICATION
(e.g. *Conflict Management)
Developmental Plan;
(e.g. *Parliamentary Procedure)
Education and Training Program;
EDCOM Calendar of Activities;
*As per Rule 7 of the IRR &
CDA – Memorandum Circular No. 2011-27 Report on Trainings;
Activity/Terminal Reports;
Attendance Sheets
Certificate of Participation
2 points
29. III. STAFF AND EMPLOYEES (10 Points)
OBJECTIVE: To measure the cooperative’s
initiatives for employees welfare and
development
30. A. Compensation and Benefits (4 points)
1. Compensation MEANS OF VERIFICATION
1.1 Standard Salary prevailing within Brgy. Micro Business Enterprises
the locality, please specify: (BMBE) Exemption of LGUs;
*Regional Wage/Salary Standards
______________________________ and Human Resource Policy;
If the coop follows the standardized
Certificate of Remittances
Salary Scale, give 1 point
*National Wages & Productivity
1.2 Other Labor Standards Provisions
(e.g. SSS, PAG-IBIG, PHILHEALTH, Commission (DOLE) provides:
Retirement Package, etc.), specify: - Minimum Wage of P233 to P253
for Non Agricultural Employment
_______________________________ and; P205 for Agricultural Employment
If the coop is compliant with other
Labor Standards provisions,
give 1 point.
2 points
31. A. Compensation and Benefits
2. Benefits
MEANS OF
2.1 MONETARY benefits for staff/employees VERIFICATION
(e.g. leave credits convertible to cash,
Performance Bonus, nth Month Pay), specify: Coop’s Human
Resource Policy;
__________________________________________ Payroll;
If the coop provides monetary incentives/benefits to Disbursements;
staff/employees, give 1 point Summary Reports
2.2 NON-MONETARY benefits for staff/employees
(e.g. HMO, Rice Subsidy, Uniforms), specify:
__________________________________________
If the coop provides non-monetary incentives/benefits
to staff/employees, give 1 point.
2 points
32. B. Employees Support Program (3 points)
1. PRESENCE OF THE
FOLLOWING SUPPORT
Count the number of Support Programs
PROGRAMS, please check: and give points as indicated below:
SUPPORT PROGRAM √
3 & ABOVE PROGRAMS ARE PRESENT 3
Employee Development 2 PROGRAMS ARE PRESENT 2
Committee/Council 1 PROGRAM IS PRESENT 1
Insurance Protection Program
Grievance Mechanism
Awards & Recognition
MEANS OF VERIFICATION
Continuing Education Program - Coop’s HR Policy
(Scholarship, Seminar, Trainings, etc.)
Social, Cultural & Sports Programs
- Activity Reports
- AFS
Others, Specify - Performance Evaluation Report
3 points
33. C. Work Environment (3 points)
1. PRESENCE OF ADEQUATE
LOGISTICAL SUPPORT & - Identify and check important
CONDUCIVE WORKING elements available in the
ENVIRONMENT, please check: workplace;
- Count and give points as
ELEMENTS √ indicated below:
Properly Ventilated Working Area
Appropriate Equipment & Devices are 4 & ABOVE ELEMENTS ARE PRESENT 3
Available to Perform Work
2-3 ELEMENTS ARE PRESENT 2
Design of Office Equipment & Devices to 1 ELEMENT IS PRESENT 1
Fit the Users
Basic Facilities to address employees’
necessities are available (e.g. comfort
rooms, pantry, health & maternal clinic, etc. 3 points
Health & Safety Working Space
Others, Specify
34. Summary:
EMPLOYEES’
SUPPORT
PROGRAM
(3 POINTS)
COMPENSATION WORK
& BENEFITS ENVIRONMENT
(4 POINTS) (3 POINTS)
STAFF &
EMPLOYEES
10 points
35. IV. COOPERATION AMONG COOPERATIVES
(10 POINTS)
OBJECTIVE: To measure the cooperative’s
extent of participation with federations,
unions and other cooperatives.
36. A. Membership and Affiliation (4 points)
If affiliated to a federation,
1. Affiliation and Participation give 1 point;
1. 1 Federation: _____________ 1 If affiliated to a union, give 1 point;
If coop gives financial support
1. 2 Union: _________________ 1 service/s, give 1 point;
If coop gives non-financial
2. Support services (projects/activities) support service/s, give 1 point
to federation or union other than the
patronage of their core business MEANS OF VERIFICATION
2. 1 Financial, specify Certificate of Membership/Affiliation
___________________________ 1 Official Receipts & Vouchers
2. 2 Non-Financial, specify
___________________________ 1 4 points
37. B.CETF Due to Federation/Union (2 points)
Please specify below, if applicable:
SUPPORT PROGRAM
Amount ALLOCATED for the audit period
Amount REMITTED for the audit period
Give point(s) as indicated below:
POINT MEANS OF VERIFICATION
SUPPORT PROGRAM
SCORE
Full payment of CETF 2 Official Receipts &
Partial payment of CETF 1 Vouchers
Non-payment of CETF 0
2 points
38. C. Cooperative Alliance, Linkages, Networks (4 points)
1. INTER-COOPERATIVE
PARTNERSHIP. please indicate WITH BUSINESS PARTNERSHIP
NON
NAME OF BUSINESS
BUSINESS
COOPERATIVE PARTNERSHIP 3 AND ABOVE PARTNERSHIP 2
PARTNERSHIP
2 BUSINESS PARTNERSHIP 1
1 BUSINESS PARTNERSHIP 0
Joint Venture Mentoring
Marketing of WITH NON BUSINESS
Coop Coaching PARTNERSHIP
Products
Rice Trading 3 AND ABOVE PARTNERSHIP 2
2 BUSINESS PARTNERSHIP 1
1 BUSINESS PARTNERSHIP 0
Others
4 points
39. Summary:
CETF DUE TO
FEDERATIONS
AND UNIONS
(2 POINTS)
COOPERATIVE
MEMBERSHIP & ALLIANCE,
AFFILIATION LINKAGES &
NETWORKS
(4 POINTS)
(4 POINTS)
COOPERATION
AMONG
COOPERATIVES
10 points
40. V. COMMUNITY AND NATION (25 POINTS)
OBJECTIVE: To determine the extent of
community involvement and contribution
of the cooperative.
41. A. Contribution to National & Community Development
Programs (15 points)
1. PRESENCE OF APPROVED PROJECTS AND PROGRAMS, please check below:
√ WITH
NATION BUILDING PROGRAMS (Millennium Development Goals or MDGs of UNDP) APPROVED
PROGRAMS
Eradicate Extreme Poverty and Hunger (livelihood program for non-members)
Achieve Universal Primary Education
(Donations to school construction, books or to any of DEPED’s Programs)
Promote Gender Equality and Empower Women
Reduce Child Mortality
Improve Maternal Health
Combat HIV/AIDS, Malaria and other diseases
Ensure Environmental Sustainability
(Disaster & Risk Reduction Program; Tree Planting Activity; River and Coastal clean up; etc)
Develop a Global Partnership for Development (e.g. internationally funded program)
Youth Development Program
Culture, Tradition and History (patriotism, love of country, etc)
Peace and Order
Health and Sanitation
Others, specify
42. A. Contribution to National & Community Development
Programs
1. PRESENCE OF APPROVED PROJECTS AND PROGRAMS (continuation)
CATEGORY OF COOP & POINT
MEANS OF VERIFICATION NO. OF APPROVED PROJECTS SCORE
FOR LARGE & MEDIUM COOPS
Minutes of Meetings; 8 - above approved projects/ projects 8
Developmental Plans; 6-7 approved projects/ programs 6
Activity Reports; 4-5 approved projects/ programs 4
Photos; 2-3 approved projects/programs 2
Disbursement Vouchers 1 approved program 1
& similar documents; FOR MICRO & SMALL COOPS
AFS; 7 - above approved projects/projects 8
5-6 approved projects/ programs 6
MOUs & MOAs;
3-4 approved projects/ programs 4
Minutes of Meetings;
2 approved projects/programs 2
Activity Design
1 approved program 1
8 points
43. A. Contribution to National & Community Development
Programs
2. PROGRAMS IMPLEMENTED,
On the percentage scale of
please specify below:
program/s implemented,
PROGRAMS NO. OF
give points as indicated below:
RESOURCES
IMPLEMENTED FOR NON MEMBER-
BENEFICIARIES APPLIED
MDGs
100% PROGRAM/S IMPLEMENTED 7
80%-99% PROGRAM/S IMPLEMENTED 5
60% - 79% PROGRAM/S IMPLEMENTED 3
40% - 59% PROGRAM/S IMPLEMENTED 2
BELOW 40% PROGRAM/S IMPLEMENTED 1
The Millennium Development Goals (MDGs) are a set
of eight time-bound, concrete and specific targets in
the United Nations Development Programme (UNDP)
aimed at significantly reducing, if not decisively
eradicating poverty, by the year 2015.
MDGs have been integrated into the Medium-Term 7 points
Philippine Development Plan (MTPDP) 2004 -2010.
44. B. Responsiveness to Gender, Elderly, Youth and
Person with Special Needs (PWSN) (6 points)
1. PLANS AND PROGRAMS
MEANS OF VERIFICATION
1.1 PRESENCE of Approved Policy
YES ( )
Board Resolutions;
NO ( ) If yes, 2 points Minutes of GA/BOD Meeting;
Activity Reports;
Please specify the policy: Photos;
MOU or MOA;
____________________________
Coop Policies;
1.2 Program IMPLEMENTED, Other similar documents
please specify:
______________________________
Give 1 point for each of the program
implemented for every social sector 6 points
(Gender, Elderly, Youth, PWSN)
45. C. Community Outreach (4 points)
1. NO. OF MEMBERS OVER WORKING
Get the total no. of members and
POPULATION IN THE AREA OF
total no. of *working population;
OPERATION, please specify below:
Divide the total no. of members over
Total No. of Members the total no. of *working population in
the area of operation and multiply by
Total No. of Working 100 to get the percentage:
Population in the Area of
Operation Total no. of members x 100
*Working population
MEANS OF VERIFICATION
On the percentage scale of members
- Registry of Members as part of the working population,
- AC/BL give points as indicated below:
- NEDA/NSO Publication
- NEDA/NSO Website
30% ABOVE 4
- COMELEC’s Voters’ List
20% TO BELOW 30% 3
10% TO BELOW 20% 2
BELOW 10% 1
4 points *as issued by NEDA
46. Summary:
RESPONSIVENESS TO
GENDER, ELDERLY, YOUTH
AND PERSONS WITH
SPECIAL NEEDS
(6 POINTS)
CONTRIBUTION TO
NATIONAL & COMMUNITY
COMMUNITY
DEVELOPMENT OUTREACH
PROGRAMS (4 POINTS)
(15 POINTS)
COMMUNITY
AND
NATION
25 points
47. VI. NETWORK, ALLIANCES AND LINKAGES
(5 POINTS)
OBJECTIVE: To assess the cooperative’s
promotion of mutual understanding and
building linkages/network with other
organizations.
48. A. Collaborative Programs/Projects (3 points)
1. ORGANIZATIONS/INSTITUTIONS WITH EXISTING PROGRAMS/ PROJECTS,
please indicate the name and check:
TYPE OF INSTITUTION NAME OF INSTITUTION/ORGANIZATION/PERSON √
NON-GOVERNMENT ORGANIZATION (NGO)
PRIVATE VOLUNTARY ORGANIZATION (PVO)
COOPERATIVE DEVELOPMENT COUNCIL (CDC)
LOCAL GOVERNMENT UNITS (LGUs)
GOVERNMENT ORGANIZATIONS (GOs)
BUSINESS ORGANIZATIONS
INDIVIDUAL
OTHERS
Presence of collaborative programs/projects
MEANS OF VERIFICATION
in any of the given possible partners,
give points as indicated below:. - Contract(s)
- Memorandum of Agreement
2 - ABOVE PROGRAMS/ PROJECTS 1.5 - Memorandum of Understanding
AT LEAST 1 PROGRAM/PROJECT 1
NO PROGRAM/PROJECT 0
1. 5 points
49. A. Collaborative Programs/Projects
2. IMPLEMENTATION OF THE PROGRAMS/PROJECTS IN RELATION TO THE
ABOVE COLLABORATION, please specify below:
PARTNER ORGANIZATION/INSTITUTION SPECIFIC PROGRAM
MEANS OF VERIFICATION
Board Resolutions;
Minutes of GA/BOD Meeting;
Activity Reports & Design;
Photos;
AFS; 1. 5 points
MOU or MOA;
50. B. Accreditation and Recognition (2 points)
1. ACCREDITATION WITH LOCAL PLANNING BODIES, please specify below:
LEVEL AREA
BARANGAY
MUNICIPAL/CITY
PROVINCIAL
REGIONAL
NATIONAL
If the cooperative is accredited MEANS OF VERIFICATION
in any of the local planning Certificate of Accreditation;
bodies, give full points Certificate of Recognition;
Letter of Commendation
2 points
51. Summary:
COLLABORATIVE ACCREDITATION AND
PROGRAMS/PROJECTS RECOGNITION
(3 POINTS) (2 POINTS)
NETWORK,
ALLIANCES AND
LINKAGES
5 points
52. TOTAL POINT SCORE
AREA OF CONSIDERATION POINT SCORE
1. Organization 15
2. Membership 35
3. Staff and Employees 10
4. Cooperation among Cooperatives 10
5. Community And Nation 25
6. Network, Linkages, Alliances 5
TOTAL 100 POINTS
53. OVER ALL RATING
FOR LARGE & MEDIUM COOPS
90 – 100 POINTS OUTSTANDING
80 - BELOW 90 POINTS VERY SATISFACTORY
70 – BELOW 80 POINTS SATISFACTORY
60 – BELOW 70 POINTS FAIR
BELOW 60 POINTS POOR
FOR SMALL & MICRO COOPS
75 - ABOVE POINTS OUTSTANDING
65 – BELOW 75 POINTS VERY SATISFACTORY
50 – BELOW 65 POINTS SATISFACTORY
35 – BELOW 50 POINTS FAIR
BELOW 35 POINTS POOR
54.
55. Compliance Officers
2013: Internal Auditors; Audit
Committee and the Chairman of
the Board
2014 and beyond: CDA
Accredited Social Auditors