2014 gawad parangal for primaries

Most OutstandingCooperatives

MicroSmall

MediumLarge

QUALIFYING CRITERIA

• With complete reportorial requirements submitted on time;

• With Very Satisfactory Ratings in both Social and Performance Audit Reports;

• Must be In Good Standing for the three (3) preceding years; (MOV:CGS 2011, 2012 & 2013)

QUALIFYING CRITERIA

• Must be operationally gainful:• For medium/Large Cooperative – three (3) years and –

(MOV: AFS 2011, 2012 & 2013)

• For micro and small cooperative – two (2) years – (MOV: AFS 2012 & 2013)

No major findings during the inspection as reported (MOV:certification from the Regional Office that the cooperative hasno major findings base on the result of inspection, i.e noinfraction among the BOD, court cases involving thecooperative such as tax court, labor court & trial court filed inCY2013 or earlier. Note: cooperative as respondent

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 ofthe cooperative including deposit liabilities.

Must have a NETWORTH of:

Micro Scale Category Up to Php1,500,000

Small Scale Category 1,500,001 to 7,500,000

Medium Scale Category 7,500,001 Million to 50,000,000

Large Scale Category Above 50,000,000

DOCUMENTARY REQUIREMENTS1. Cooperative Annual Performance Report(CARP) duly received by the CDA

– 2011- 2013

2. Audited Financial Statements (AFS) (2011, 2012 & 2013) including (Notes to FS and SS)

• Summary of Aging of Accounts Receivable

• Summary of Loan Releases

• Non-Earning Assets

• Investments

• Liquid Assets

3. Social Audit Report

4. Performance Audit Report

5. List of Training attended by Cooperative Officers (2011- 2013)

6. Amended Articles of Cooperation and By-Laws; (including the Certificate of Amendment)

DOCUMENTARY REQUIREMENTS7. Certificate of Good Standing for regular purposes (2011-

2013)

8. Certificate of tax exemption/ application duly received by the BIR

9. Cooperative Development plan

10. Certification signed by the Cooperative Chairman and/or General manager indicating the following:

• Total number of Members

• Dates of meeting of the BOD

• Dates of meeting of the different committees, committee members and management staff;

DOCUMENTARY REQUIREMENTS11. 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

DOCUMENTARY REQUIREMENTS17. List of Trainings conducted/sponsored by the

cooperative

18. Certificate proof of Accreditation of LGU and other governing bodies in Local Development Council/ committees

19. Certification of the computation as to the rate of interest on share capital and patronage refund

20. Certification that the cooperative has exciting policies and procedures

DOCUMENTARY REQUIREMENTS21. Proof/Evidence of the following:

i. Programs that benefited the members (e.g. provident services)- 2013

ii. Support services extended to other cooperatives- 2013

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

iv. Participation in Coop Month Celebration , Coop Summit, Local Governance program/ activities,etc

v. Activities participated/initiated by the coop for the following sectoral groups: youth, women, PWD and others -2013

DOCUMENTARY REQUIREMENTS22.List of Awards/Recognition received by the

cooperative including the sponsors of the awards and the year received

23.Current Business Permit/License

EVALUATION/JUDGING CRITERIA

CRITERIA WEIGHT/ POINTS

Organization, Leadership and management

40

Financial management and Business Operation

35

Social Relevance 20

Awards and Recognition 5

TOTAL 100

I. ORGANIZATIONAL DEVELOPMENT & MANAGEMENT (40)

Criteria Formula Points Equivalent Rating MaxRating

Mi S Md L

1. PerformanceAudit Report

See PAR PART I total score/100 x 24% x 100

24 24 24 24 24 24

2.Years of Existence

5 yrs. & BelowAbove 5 yrs.

12

12

12

12

12

2

3. Membership

a. Total # of members

5

+ Large Above 60,00045,001-60,00030,001-45,00015,001-30,0005,001-15,0005,000 below

543310

543210



Mi S Md L

Medium Above 60004501-60003001- 45001501-3000501- 1500500 and below

543210

5310

Small Above 600301-600102-300100 and below

5310

5310

Micro Above 200101-200100 and below

531

531



Mi S Md L

b. Percentage of associate members

Total associate members---- x 100%Tot. no. of membersBelow 20%Above 20%

10

1

c. Growth in membership

Actual increase in the no. of members per dev’t plan

3

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

3210

3210

3210

3210

3210



Mi S Md L

If no. of target in development plan:Total number of members, end- tot. no.ofmembers, beg. ------------ x 100%Total no. of members, beg.

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

3210

3210

3210

3210

3210



Mi S Md L

4. Training

a. attendance to trainings

Attendance to the mandatory cooperative trainingFor officers

3

BOD & Manager mandatory committeesTreasurer and secretary

3 111

111

111

111

b. Trainingsconducted/ facilitated by the cooperatives except PMEs within the period under review

5 and above training3-4 training2 training1 trainingNo training

210

210

210

210

2

SUB-TOTAL 40

II. Financial Management and Business Operation


Mi S Md L

1. PISO PAR PART IITotal score/100 x 30% x 100

30 30 30 30 30 30

2. Delinquencyrate

Past due loans/accountsrec. + non performing restructured loans + Loans/ accts. Under litigation -----------------------------Total loans & accts. outstanding

5 5

5%-10%11%-30%Above 30%

530

530

530

530

530

SUB-TOTAL 35

III. SOCIAL RELEVANCE (20)


Mi S Md L

III. Social relevance

1. Social auditreport

See part IV, V & VITotal 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 programs2 programs1 program

2

221

210

210

2

3. Directemployment generation

10 and above employees7-9 employees4-6 employees3 employees2 employees

2

21

21

210

210

2

III. SOCIAL RELEVANCE (20)


Mi S Md L

4. Genderintegration

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

1 1

Sub total 20

IV. AWARDS AND RECOGNITION


Mi S Md L

Recognition/citation received

Awards and recognition received for the past three years

5 5

International awards received Local awards received

-national award- regional award

32

32

1

31

1

31

SUB-TOTAL 5

Grand total 100

For Information and Dissemination

Josefina B. BitonioOIC Director

Encoder

Eric Justine R. Ancheta OJT – University of Luzon

Summer 2014