coop social audit 2013

SOCIAL AUDIT REPORT (CDA MC 2013-16)

Prepared by: Van Ian F. Enriquez

Chief RIT & Legal Units

CDA Dagupan Extension Office

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”

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

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.

A. Vision, Mission and Goals (4 points)

1. Cooperative Vision, Mission and

Goals (VMG)

Indicate the VISION Statement: ______________________________________

______________________________________

Indicate the MISSION Statement: ______________________________________

______________________________________

Indicate the GOALS: ______________________________________

______________________________________

Approval of the VMG by the

General Assembly, specify

Date: _______________________________

MEANS OF VERIFICATION

Written Vision, Mission

and Goals (VMG)

General Assembly

Resolutions;

Minutes of Meeting

4 points

B. Code of Governance and Ethical

Standards (3 points)

AREA OF CONSIDERATION

YES

OR

NO

With Cooperative

Code of Governance?

With Code of Conduct &

Ethical Standards?

Are all the key players of the

cooperative involved in its

development?


Code of Governance

Code of Conduct &

Ethical Standards

Report of Activity

3 points

Give 1 point for every

positive answer

C. Feedback Mechanism (4 points)

GROUP

YES

or

NO

IF yes,

INDICATE

TOOLS/

INSTRUMENTS

MEMBERS

OFFICERS

MANAGEMENT STAFF & OTHER

PERSONS/INSTITUTIONS


Manual of Policies,

Board Resolutions;

Minutes of BOD meeting(s);

Activity Reports;

Consolidated Reports on

Feedbacks, Suggestions etc.

of members

FEEDBACK TOOLS/INSTRUMENTS

Membership meeting(s)

Area consultation(s)

Suggestion & Grievance Box

Telephone logbook

E-mail/internet/social network

Correspondence/mail/SMS

Freedom Board

4 points

1. With approved policy on feedback

mechanism?

2. Presence of mechanisms to gather

feedbacks:

YES ( )

NO ( ) If yes, 1 point

Give 1 point for every

positive answer

D. Feedbacks Acted Upon (4 points)

NO. OF FEEDBACKS

RECEIVED

NO. OF FEEDBACKS

ACTED UPON

Get the no. of feedbacks received

and acted upon;

Divide the no. of feedbacks acted

upon over the no. of feedbacks

received and multiply by 100 to

get the percentage:

Feedbacks acted upon

Feedbacks received

90% - 100% are acted upon 4



Below 50% are acted upon 0

4 points

x 100

Summary:

VISION & MISSION

(4 POINTS)

CODE OF GOVERNANCE & ETHICAL STANDARDS

(3 POINTS)

FEEDBACK MECHANISM

(4 POINTS)

FEEDBACKS ACTED UPON

(4 POINTS)

ORGANIZATION (15 points)

15 points

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

A . Asset Building (12 points)


Schedule of Members’ Patronage

Refund;

Registry of Members

50% - 100% 2

30% - 49% 1.5

20% - 29% 1.0

10% - 19% 0.5

Below 10% 0

2 points

NO. OF MEMBERS WHO

PATRONIZE THE COOP

SERVICE

TOTAL NO. OF MEMBERS

(regular + associates

whether MIGS or not)

PERCENTAGE

No. of members who

patronized the service

of the coop________

Total no. of members

x 100

1. ECONOMIC PARTICIPATION OF

MEMBERS

1.1 NO. OF MEMBERS WHO PATRONIZE

THE SERVICE OF THE COOP

FOR SINGLE PURPOSE

A . Asset Building

NO. OF

COOP SERVICES

TOTAL NO. OF

MEMBERS

WHO PATRONIZE PER

SERVICE OF THE

COOPERATIVE

TOTAL NO. OF

MEMBERS

AVERAGE

PERCENTAGE

Get the total no. of patronizing members

for every service of the coop;

Get the average by dividing the total no.

of patronizing members per service over

the number of services of the coop;

Get the percentage:

Average no. of members who

patronized the services of the coop


50% - 100% 2

30% - 49% 1.5

20% - 29% 1.0

10% - 19% 0.5

Below 10% 0

2 points

x 100

1. ECONOMIC PARTICIPATION

OF MEMBERS (continuation)

1. 2 NO. OF MEMBERS WHO

PATRONIZE THE SERVICES

OF THE COOP FOR

MULTI-PURPOSE

A . Asset Building

YEAR

NO. OF

EXISTING

MEMBERS

WITH

ADDITIONAL

SHARE CAPITAL

CURRENT YEAR

PREVIOUS YEAR

INCREASE/DECREASE

Get the increase/decrease:

current no. of members with

additional share LESS previous no.

of members with additional share

Increasing – 1.5 points

Status quo – 1 point

Declining – 0 point


Schedule of Paid-Up Capital

(year under audit & preceding year)

1.5 points

2. OWNERSHIP PARTICIPATION

THROUGH CAPITAL BUILD -UP

2.1 INCREASE IN THE NO. OF

EXISTING MEMBERS W/

ADDTIONAL SHARE CAPITAL

A . Asset Building

YEAR

AMOUNT OF

SHARE CAPITAL

CURRENT YEAR

PREVIOUS YEAR

INCREASE/DECREASE


Current amount of share capital

LESS Previous amount of share

capital





Schedule of Paid-Up Capital


1.5 points



2.2 INCREASE IN THE AMOUNT OF

SHARE CAPITAL

A . Asset Building

YEAR

NO. OF

EXISTING

MEMBERS

WITH

ADDITIONAL

DEPOSITS

CURRENT YEAR

PREVIOUS YEAR

INCREASE/DECREASE


Current no. of members with

additional deposits LESS Previous

no. of members with additional

deposits





Schedule of Deposits Liabilities


1.5 points



2.3 INCREASE IN THE NO. OF

EXISTING MEMBERS W/

ADDITIONAL DEPOSITS

A . Asset Building

YEAR

AMOUNT OF

DEPOSITS

CURRENT YEAR

PREVIOUS YEAR

INCREASE/DECREASE


Current amount of total deposits

LESS Previous amount of total

deposits





Schedule of Deposits Liabilities


1.5 points



2.4 INCREASE IN THE AMOUNT OF

DEPOSITS

A . Asset Building

INDICATOR

%

INCREASE

%

DECREASE

% NO

CHANGE

INCOME

LIVELIHOOD

SAVINGS

ASSETS

*Survey at least 5% - 10% of

Members in Good Standing but in

no case it should be less than 30

individual respondents identified

through random sampling;

Tabulate and analyze data;

Give points


Survey Result/Questionnaire

*Survey Questionnaire

to be developed in partnership

with the social auditors

4 points

3. MEMBERS ECONOMIC GROWTH

3.1 UPLIFTMENT OF THE LIVES

OF THE MEMBERS:

B. Members’ Governance (10 points)

TYPE OF INFORMATION FACILITY √

Newsletter

Telecommunication

(Telephone, fax, cell phone,

etc.)

Bulletin, Flyers, Primers,

Brochures, etc.

Website/Social Network

Membership, etc.

Membership Meeting

Others, specify

COUNT AND GIVE POINTS:

3 or more Information Facilities - 2 points

Below 3 Information Facilities - 1 point


Newsletter or any publication;

Website;

Flyers;

Reports of Activities;

Bulletin Board;

Minutes of Membership Meeting;

Etc.

2 points

1. INFORMATION FACILIITES,

please check below:

B. Members’ Governance

ACTIVITIES

AVERAGE NO. OF

MEMBERS WHO

PARTICIPATED

ELECTION OF OFFICERS

AND APPROVAL OF

DEVELOPMENT PLAN

& BUDGET DURING G.A.

MEMBERSHIP MEETING/

CONSULTATION/FORUM

MEMBERSHIP EVENTS

(e.g. tree planting, medical

mission (, etc.)

NUMERATOR

DENOMINATOR

Actual no. of members

WHO VOTED IN THE ELECTION

TOTAL NO. OF

MEMBERS IN GOOD

STANDING (MIGS)


WHO PARTICIPATED IN THE

APPROVAL OF THE DEVELOPMENT

PLAN & BUDGET DURING THE

GENERAL/REPRESENTATIVE

ASSEMBLY


WHO ATTENDED MEMBERSHIP

MEETING/CONSULTATION/ FORUM

TARGET MEMBERS

AS INDICATED IN THE

PLANS OR

PROGRAMS.

IN THE ABSENCE

THEREOF, USE

THE TOTAL NO. OF

EXISTING MEMBERS


WHO PARTICIPATED IN THE

MEMBERSHIP EVENTS (e.g. tree

planting, medical mission, etc)

2. MEMBERSHIP PARTICIPATION

(PLEASE INDICATE THE NO. AND % ):

- Get the average result per item by using the

following denominator:


2. MEMBERSHIP PARTICIPATION

(continuation)


G.A. Attendance Sheet;

Consultations/Meetings

Attendance Sheet;

Development Plan;

Registry of Members

- On the percentage scale of members

who participated, give points as

indicated below:

50%-100% of the

average membership - 2 points

who participated

25- below 50% of the

average membership - 1 point

who participated

Below 25% of the

average membership - 0 point

who participated

2 points


RATING √

EASY

DIFFICULT

RATING √

SATISFIED

NOT SATISFIED

PERCENTAGE SCALE

POINT SCORE

90% - 100% ARE SATISFIED 2

70% - 89% ARE SATISFIED 1.5


BELOW 50% ARE SATISFIED 0

PERCENTAGE SCALE

POINT SCORE

90% - 100% ANSWERED EASY 2

70% - 89% ANSWERED EASY 1.5

50% - 69% ANSWERED EASY 1

BELOW 50% ANSWERED EASY 0

3. MEMBERS’ FEEDBACK

3.1 MEMBERS’ PERCEPTION IN

AIRING THEIR IDEAS,

FEEDBACKS AND

OPINIONS, please check:

3.2 MEMBERS’ SATISFACTION ON

THE ACTION MADE ON THEIR

FEEDBACKS, please check:

4 points

- 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 random sampling;

- Tabulate and analyze;

- On the percentage scale of members who answered

easy & satisfied, give points as indicated below :

2

2


RATING √

SATISFIED

NOT SATISFIED

PERCENTAGE SCALE

POINT SCORE


70% - 89% ARE SATISFIED 1.5


BELOW 50% ARE SATISFIED 0

3.3 MEMBERS’ SATISFACTION ON

SERVICES, please check:

- 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

random sampling;

- Tabulate and analyze;

- On the percentage scale of satisfied members,

give points as indicated below:

2 points

C. Members’ Benefits (3 POINTS)

MEMBERS’ BENEFIT

PROGRAM

YES

or

NO

NO. OF

MEMBERS

BENEFITTING

FROM THE

PROGRAM

GROUP INSURANCE

MEDICAL & HEALTH

ASSISTANCE

EDUCATIONAL

ASSISTANCE

BURIAL ASSISTANCE/AID

Others, Specify

2O% OF TOTAL NO. OF MEMBERS -

ABOVE 2

10% TO BELOW 20% OF TOTAL NO. OF

MEMBERS 1

BELOW 10% OF TOTAL NO. OF

MEMBERS 0

PRESENCE AND PERCENTAGE OF

MEMBERS BENEFITTING FROM

THE SOCIAL BENEFIT PROGRAM/S

- Determine the activities/programs and

indicate if yes or no;

- Divide the total no. of members with the total no.

of members benefitting from the program/s to

get the percentage and give points as

indicated below:


- Audited Financial Statements with notes (expenses)

- Activity Report or any similar documents

If with social benefit

program, give 1 point 2 points

D. Members’ Education (10 points)

1. PROVISION OF EDUCATION TO

MEMBERS

1.1 Presence of continuing education

program that contribute to human

development of members

(e.g. values, principles, ethics,

practices, citizenship,

livelihood/skills training)

YES ( )

NO ( )


Developmental Plan;

Education and Training Program;

EDCOM Calendar of Activities;

Report on Training Activity/Terminal

Reports;

Attendance Sheets;

Certificate of

Attendance/Participation

6 – ABOVE TRAININGS CONDUCTED/ATTENDED 2

4 - 5 TRAININGS CONDUCTED/ATTENDED 1.5

2 - 3 TRAININGS CONDUCTED/ATTENDED 1

0 - 1 TRAININGS CONDUCTED/ATTENDED 0

If yes, 1 point

For the number of trainings

conducted/attended:

- Get the total no. of training(s) for the members as

targeted and actual no. of training(s) conducted/

attended;

- Compute and give points as indicated below:

2 points

D. Members’ Education

CONTINUING

EDUCATON

&TRAINING

PROGRAM

NO. OF

TRAININGS

NO. OF

MEMBERS

WHO

ATTENDED

PER

TARGET/

PLAN

ACTUAL

PER

TARGET/

PLAN

ACTUAL

VALUES EDUCATION

COOP PRINCIPLES

& PRACTICES

ETHICS

ENTRPRENUERIAL

SKILLS

LEADERSHIP

TRAINING

FINANCIAL

LITERACY

LIVELIHOOD

OTHERS, specify

CATEGORY OF COOPERATIVE & RATING

POINT

SCORE

FOR LARGE COOPS (P100M UP of total assets)

50% - 100% of members attended trainings 2


Below 30% of members attended trainings 0.5

FOR MEDIUM COOPS (P15M to P100M of total assets)




FOR SMALL/MICRO COOPS (below P15M of total assets)




1.2 Implementation of Education

Program

2 points

For the no. of members who attended the

training(s):

- Get the sum of the average members who attended

per training as indicated on the left side.

- The denominator of each indicator is the number of

members per target/plan


LEADERSHIP DEVELOPMENT

PROGRAM IMPLEMENTED √

Executive Retreats /Reflection Session

Succession Planning

Immersion (OJT)

Leadership Session

Others, please specify

Identify the programs for leadership

development;

Count and give points as indicated below:


Developmental Plan;



Report on Trainings;

Activity/Terminal Reports;

Attendance Sheets

2 points

2. LEADERSHIP DEVELOPMENT

PROGRAM

2.1 Presence of Leadership Program for

cooperative officers, please check:

YES ( )

NO ( )

2.1.1 Implementation of Program for

Cooperative Officers, please check:

3 – ABOVE PROGRAMS IMPLEMENTED 2

1 – 2 PROGRAMS IMPLEMENTED 1

NO PROGRAMS IMPLEMENTED 0

If yes, 1 point


MANDATED TRAININGS ATTENDED

NO. OF

COOP

OFFICERS

TRAINED

(e.g.*Basic Cooperative Course)

(e.g. *Financial Management)

(e.g. *Conflict Management)

(e.g. *Parliamentary Procedure)

*As per Rule 7 of the IRR &

CDA – Memorandum Circular No. 2011-27

Identify the mandatory trainings attended

by coop officers;

Count and give points as indicated below:


Developmental Plan;



Report on Trainings;

Activity/Terminal Reports;

Attendance Sheets

Certificate of Participation

2 points

2. LEADERSHIP DEVELOPMENT

PROGRAM

2.1.2 Mandatory Trainings for

Cooperative Officers attended:

3 – ABOVE PROGRAMS ATTENDED 2

1 – 2 PROGRAMS ATTENDED 1

NO PROGRAM IMPLEMENTED 0

Summary:

ASSET BUILDING

(12 POINTS)

MEMBERS’GOVERNANCE

(10 POINTS)

MEMBERS’ BENEFIT

(3 POINTS)

MEMBERS’ EDUCATION

(10 POINTS)

MEMBERSHIP (35 points)

35 points

III. STAFF AND EMPLOYEES (10 Points)


initiatives for employees welfare and

development

http://www.google.com/url?sa=i&rct=j&q=plant+background&source=images&cd=&cad=rja&docid=ijQkWNlO2x2tPM&tbnid=CNe4TeS3HwNKLM:&ved=0CAUQjRw&url=http%3A%2F%2Fdepositphotos.com%2F5401170%2Fstock-illustration-Plant-background.html&ei=Id4gUY7bL8P3mAX0gIGQAw&bvm=bv.42553238,d.bmk&psig=AFQjCNHHl6IXIAByPp_Eynugm_vjtxrP8A&ust=1361194897616012


A. Compensation and Benefits (4 points)

1. Compensation

1.1 Standard Salary prevailing within

the locality, please specify:

______________________________

If the coop follows the standardized

Salary Scale, give 1 point

1.2 Other Labor Standards Provisions

(e.g. SSS, PAG-IBIG, PHILHEALTH,

Retirement Package, etc.), specify:

_______________________________

If the coop is compliant with other

Labor Standards provisions,

give 1 point.


Brgy. Micro Business Enterprises

(BMBE) Exemption of LGUs;

*Regional Wage/Salary Standards

and Human Resource Policy;

Certificate of Remittances

*National Wages & Productivity

Commission (DOLE) provides:

- Minimum Wage of P233 to P253

for Non Agricultural Employment

and; P205 for Agricultural Employment

2 points

A. Compensation and Benefits

2. Benefits

2.1 MONETARY benefits for staff/employees

(e.g. leave credits convertible to cash,

Performance Bonus, nth Month Pay), specify:

__________________________________________

If the coop provides monetary incentives/benefits to

staff/employees, give 1 point

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.

MEANS OF

VERIFICATION

Coop’s Human

Resource Policy;

Payroll;

Disbursements;

Summary Reports

2 points

B. Employees Support Program (3 points)

SUPPORT PROGRAM

√

Employee Development

Committee/Council

Insurance Protection Program

Grievance Mechanism

Awards & Recognition

Continuing Education Program

(Scholarship, Seminar, Trainings, etc.)

Social, Cultural & Sports Programs

Others, Specify

3 & ABOVE PROGRAMS ARE PRESENT 3

2 PROGRAMS ARE PRESENT 2

1 PROGRAM IS PRESENT 1

3 points

1. PRESENCE OF THE

FOLLOWING SUPPORT

PROGRAMS, please check:


- Coop’s HR Policy

- Activity Reports

- AFS

- Performance Evaluation Report

Count the number of Support Programs

and give points as indicated below:

C. Work Environment (3 points)

ELEMENTS √

Properly Ventilated Working Area

Appropriate Equipment & Devices are

Available to Perform Work

Design of Office Equipment & Devices to

Fit the Users

Basic Facilities to address employees’

necessities are available (e.g. comfort

rooms, pantry, health & maternal clinic, etc.

Health & Safety Working Space

Others, Specify

4 & ABOVE ELEMENTS ARE PRESENT 3

2-3 ELEMENTS ARE PRESENT 2

1 ELEMENT IS PRESENT 1

3 points

1. PRESENCE OF ADEQUATE

LOGISTICAL SUPPORT &

CONDUCIVE WORKING

ENVIRONMENT, please check:

- Identify and check important

elements available in the

workplace;

- Count and give points as

indicated below:

Summary:

STAFF & EMPLOYEES

COMPENSATION & BENEFITS

(4 POINTS)

EMPLOYEES’ SUPPORT PROGRAM

(3 POINTS)

WORK ENVIRONMENT

(3 POINTS)

10 points

IV. COOPERATION AMONG COOPERATIVES

(10 POINTS)


extent of participation with federations,

unions and other cooperatives.



A. Membership and Affiliation (4 points)

1. Affiliation and Participation

1. 1 Federation: _____________ 1

1. 2 Union: _________________ 1

2. Support services (projects/activities)

to federation or union other than the

patronage of their core business

2. 1 Financial, specify

___________________________ 1

2. 2 Non-Financial, specify

___________________________ 1

If affiliated to a federation,

give 1 point;

If affiliated to a union, give 1 point;

If coop gives financial support

service/s, give 1 point;

If coop gives non-financial

support service/s, give 1 point


Certificate of Membership/Affiliation

Official Receipts & Vouchers

4 points

B.CETF Due to Federation/Union (2 points)

SUPPORT PROGRAM

Amount ALLOCATED for the audit period

Amount REMITTED for the audit period

SUPPORT PROGRAM POINT

SCORE

Full payment of CETF 2

Partial payment of CETF 1

Non-payment of CETF 0


Official Receipts &

Vouchers

2 points

Please specify below, if applicable:

Give point(s) as indicated below:

C. Cooperative Alliance, Linkages, Networks (4 points)

NAME OF

COOPERATIVE

BUSINESS

PARTNERSHIP

NON

BUSINESS

PARTNERSHIP

Joint Venture

Mentoring

Marketing of

Coop

Products

Coaching

Rice Trading

Others

3 AND ABOVE PARTNERSHIP 2

2 BUSINESS PARTNERSHIP 1


3 AND ABOVE PARTNERSHIP 2



4 points

WITH BUSINESS PARTNERSHIP

WITH NON BUSINESS

PARTNERSHIP

1. INTER-COOPERATIVE

PARTNERSHIP. please indicate

Summary:

COOPERATION AMONG

COOPERATIVES

MEMBERSHIP & AFFILIATION

(4 POINTS)

CETF DUE TO FEDERATIONS AND UNIONS

(2 POINTS)

COOPERATIVE ALLIANCE,

LINKAGES & NETWORKS

(4 POINTS)

10 points

V. COMMUNITY AND NATION (25 POINTS)

OBJECTIVE: To determine the extent of

community involvement and contribution

of the cooperative.



A. Contribution to National & Community Development

Programs (15 points)

NATION BUILDING PROGRAMS (Millennium Development Goals or MDGs of UNDP)

√ WITH

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

1. PRESENCE OF APPROVED PROJECTS AND PROGRAMS, please check below:


Programs


Minutes of Meetings;

Developmental Plans;

Activity Reports;

Photos;

Disbursement Vouchers

& similar documents;

AFS;

MOUs & MOAs;

Minutes of Meetings;

Activity Design

CATEGORY OF COOP &

NO. OF APPROVED PROJECTS

POINT

SCORE

FOR LARGE & MEDIUM COOPS

8 - above approved projects/ projects 8

6-7 approved projects/ programs 6


2-3 approved projects/programs 2

1 approved program 1

FOR MICRO & SMALL COOPS

7 - above approved projects/projects 8



2 approved projects/programs 2

1 approved program 1

8 points

1. PRESENCE OF APPROVED PROJECTS AND PROGRAMS (continuation)


Programs

PROGRAMS

IMPLEMENTED FOR

MDGs

NO. OF

NON MEMBER-

BENEFICIARIES

RESOURCES

APPLIED

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

7 points

2. PROGRAMS IMPLEMENTED,

please specify below: On the percentage scale of

program/s implemented,


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

Philippine Development Plan (MTPDP) 2004 -2010.

B. Responsiveness to Gender, Elderly, Youth and

Person with Special Needs (PWSN) (6 points)

1. PLANS AND PROGRAMS

1.1 PRESENCE of Approved Policy

Please specify the policy:

____________________________

1.2 Program IMPLEMENTED,

please specify:

______________________________

Give 1 point for each of the program

implemented for every social sector

(Gender, Elderly, Youth, PWSN)


Board Resolutions;

Minutes of GA/BOD Meeting;

Activity Reports;

Photos;

MOU or MOA;

Coop Policies;

Other similar documents

6 points

YES ( )

NO ( ) If yes, 2 points

C. Community Outreach (4 points)

Total No. of Members

Total No. of Working

Population in the Area of

Operation

30% ABOVE 4

20% TO BELOW 30% 3

10% TO BELOW 20% 2

BELOW 10% 1

Get the total no. of members and

total no. of *working population;

Divide the total no. of members over

the total no. of *working population in

the area of operation and multiply by

100 to get the percentage:


*Working population

On the percentage scale of members

as part of the working population,


x 100

1. NO. OF MEMBERS OVER WORKING

POPULATION IN THE AREA OF

OPERATION, please specify below:

*as issued by NEDA 4 points


- Registry of Members

- AC/BL

- NEDA/NSO Publication

- NEDA/NSO Website

- COMELEC’s Voters’ List

Summary:

COMMUNITY AND

NATION

CONTRIBUTION TO NATIONAL & COMMUNITY

DEVELOPMENT PROGRAMS (15 POINTS)

RESPONSIVENESS TO GENDER, ELDERLY, YOUTH

AND PERSONS WITH SPECIAL NEEDS

(6 POINTS)

COMMUNITY OUTREACH (4 POINTS)

25 points

VI. NETWORK, ALLIANCES AND LINKAGES

(5 POINTS)

OBJECTIVE: To assess the cooperative’s

promotion of mutual understanding and

building linkages/network with other

organizations.



A. Collaborative Programs/Projects (3 points)

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

2 - ABOVE PROGRAMS/ PROJECTS 1.5

AT LEAST 1 PROGRAM/PROJECT 1

NO PROGRAM/PROJECT 0

1. ORGANIZATIONS/INSTITUTIONS WITH EXISTING PROGRAMS/ PROJECTS,

please indicate the name and check:


- Contract(s)

- Memorandum of Agreement

- Memorandum of Understanding

1. 5 points

Presence of collaborative programs/projects

in any of the given possible partners,

give points as indicated below:.

A. Collaborative Programs/Projects

PARTNER ORGANIZATION/INSTITUTION SPECIFIC PROGRAM


Board Resolutions;

Minutes of GA/BOD Meeting;

Activity Reports & Design;

Photos;

AFS;

MOU or MOA;

2. IMPLEMENTATION OF THE PROGRAMS/PROJECTS IN RELATION TO THE

ABOVE COLLABORATION, please specify below:

1. 5 points

B. Accreditation and Recognition (2 points)

LEVEL AREA

BARANGAY

MUNICIPAL/CITY

PROVINCIAL

REGIONAL

NATIONAL


Certificate of Accreditation;

Certificate of Recognition;

Letter of Commendation

1. ACCREDITATION WITH LOCAL PLANNING BODIES, please specify below:

2 points

If the cooperative is accredited

in any of the local planning

bodies, give full points

Summary:

COLLABORATIVE PROGRAMS/PROJECTS

(3 POINTS)

ACCREDITATION AND RECOGNITION

(2 POINTS)

5 points

NETWORK,

ALLIANCES AND

LINKAGES

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

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

Compliance Officers

2013: Internal Auditors; Audit

Committee and the Chairman of

the Board

2014 and beyond: CDA

Accredited Social Auditors

coop social audit 2013

Business

members total

members with2

acted upon04 points

members economic needs

needs ofits members

points general assembly

cooperative vision

coop forof patronizing