Country Report on Initiatives on HRD ICA-ROAP HRD Committee Meeting

AMNERIS GabrielChairperson, NATCCO, Philippines

OUTLINE

• Philippine Cooperative Sector• Legal Mandate re Budget for Education and

Training and Organizational Structure• Mandated Training Program for Coop Officers• Education Component of the 10 Year Strategic

Direction agreed during the National Coop Summit

• NATCCO’s Education and Training Programs

Philippine Coop Sector

• No. of coops : 22,133

• Individual Members : 10 Millions

2012 State of the Coop Sector by the CDA Chair during the 10/2012 National Coop Summit

Distribution of Cooperatives by Type

Multi-Purpose Cooperatives;

65.00%Savings and Credit; 11.23%

Producers; 5.00%

Services; 5.00%

Consumers; 4.96%Marketing'; 3.59%

Others; 5.22%

Distribution of Cooperatives by Asset Size

Micro 76%

Small 16.60%

Medium 6.74% Large 1.62%

Assets and NumbersCategory

Micro coops

(3Million below)

Small Coops (3-15

Million)

Medium Coops (15-100 Million)

Large Coops

(over 100 Million)

Assets146

P7.44B P17.5 B P39.15 B P81.89B

% 5% 12% 27% 56%

Number

18,350

13,477 3,231 1,347 295

73.4% 17.6% 7.3% 1.6%

COOP STRUCTURE AND ALLOCATION FOR EDUCATION

• Structure: Responsible Center for the Education of Members

• Budgetary Allocation: Allocation from the Net Surplus

• Education Programs for the Members and Potential Members

General Assembly

Election Committee

Audit Committee

Board of Directors

Education Committee

Mediation and Conciliation Committee

Ethics Committee

Credit Committee

Management

RULE 7. Functions, Responsibilities and Training Requirements of Directors, Officers and Committee Members

• Section 4.1.3. The Vice Chairperson shall:

b. To act as ex-officio Chairperson of the Education and Training Committee

RA 9520. Article 86. Order of Distribution of Net Surplus

• 2) An amount for the education and training fund, shall not be more than ten per centum (10%)of the net surplus. The bylaws may provide that certain fees or a portion thereof be credited to such fund. The fund shall provide for the training, development and similar other cooperativeactivities geared towards the growth of the cooperative movement:

Target Participants and Education Programs

• Incoming Members– Pre-Membership Education Seminars

– Video developed by the Cooperative Education Forum to standardize the PMES of cooperatives

MANDATED TRAINING

PROGRAMS

• Legal Framework: Mandatory Training Programs for the Officers of the Cooperatives

• Budgetary Allocation: Allocation from the Net Surplus

• Education Programs for the Leaders and CEO– Competency Courses developed by ACCU– Program on Professionalization of Cooperatives

RULES AND REGULATIONS IMPLEMENTING CERTAIN PROVISIONS OF THE PHILIPPINE COOPERATIVE CODE

(RA 9520)

Rule 7. Functions, Responsibilities and Training Requirements of Directors, Officers and Committee Members

Section 5. Training Requirements for the Officers of the Cooeprative. Officers of the cooperative shall be required to undergo necessary training conducted by the cooperatives,

federations and/or other training institutions duly accredited by the Authority. The training program should contain the

minimum requirements in the module/curriculum as prescribed by the Authority. The initial courses or any

equivalent thereof must be unertaken.

A. Compliance Seminars for Coop Officers(Rule 7-Sec.5 of IRR for RA 9520)

Course Title Required for the ff. Officers:

1 Basic Coop Course Board of Directors, Secretary,Treasurer, Election Committee, AuditCommittee, Ethics Committee,Mediation and ConciliationCommittee, General Manager

2 Coop Management & Governance Board of Directors, General Manager

3 Financial Management Board of Directors, Treasurer

4 Conflict Management Board of Directors, Ethics Committee,Mediation and ConciliationCommittee

5 Parliamentary Procedures Board of Directors, Secretary

6 Leadership & Values Re-Orientation Board of Directors, ElectionCommittee, Ethics Committee,Mediation and ConciliationCommittee, General Manager

7 Strategic Planning Board of Directors, General Manager

8 Audit Management Audit Committee

A. Compliance Seminars for Coop Officers(Rule 7-Sec.5 of IRR for RA 9520)

Course Title Required for the ff. Officers

9. Records Management Audit Committee 24-269 Records Management Audit Committee, ElectionCommittee, Ethics Committee,Mediation and ConciliationCommittee, Secretary, Treasurer

10. Entrepreneurial and Bus. Management

General Manager

11. Basic Accounting for Non-accountants

Treasurer, Audit Committee

12. Internal Control Audit Committee

13. Rules Formulation Election Committee

14. Cooperative Standards Treasurer, Audit Committee, GeneralManager 39-40

Section 6. Compliance. The training is required for all cooperative officers. In cases where the incumbent has not undergone the required training program, he/she shall undergo such training within twelve (12) months from the effectivity of this rule. Non-compliance with the required trainings shall be considered grounds for disqualification for future election or appointment until such time that he/she has complied with all the trainings required for the position.Section 7. Duration of Trainings Attended. All trainings attened by cooperative officers shall be considered valid compliance with the intent of this Rule for a period of five (5) years from date of issuance of the Certificate of Training. After which, they shall be required to undergo re-training of the same.

10TH NATIONAL CO-OPERATIVE SUMMIT AGREEMENTS

THE COOP SECTOR’S 10-YEAR STRATEGIC DIRECTION

Strategic ChoicesI. An Integrated Co-op Financial System

II. Integrated Co-op Marketing System

III. The transformation of public utilities and services into environment-friendly, safe, efficient, sustainable and genuine co-operatives;

IV. An National integrated Co-operative Advocacy, Education and Information System

UPDATE ON Strategic Choices

1. An Integrated Co-operative Education System– Coop Education Forum (CEF), the structure organized

for an integrated and holistic education system– CEF contributed in the formulation of Coop Education

& Training Standards, Social Audit and Performance Audit

– The Performance Audit instrument is now being pilot-tested

– The Social Audit instrument is about to be pilot-tested– A coop led self-regulated accreditation & certification

system is yet developed

NATCCO’S EDUCATION, TRAINING AND CONSULTANCY PROGRAMS

DEVELOPING THE MODULES FOR THE CONTINUING EDUCATION OF THE INDIVIDUAL MEMBERS OF THE COOPERATIVES

BUILDING THE CAPACITIES OF THE OFFICERS AND MANAGEMENT OF THE COOPERATIVE

BUILDING THE CAPACITIES OF THE YOUTH AND CHILDREN THROUGH AFLATOUN, AFLATEEN AND LABORATORY COOPERATIVES

Integration of Social and Financial Education in the

school Curriculum

EDUCATION FRAMEWORKS DEVELOPED BY THE ASIAN CONFEDERATION OF CREDIT UNIONS AND ADOPTED BY NATCCO

Designed for Board and Managers of the Cooperatives

Credit Union Directors

Competency Course

Credit Union CEOs

Competency Course

Quality Leadership Ensures Credit Unions Sustainability

INVOLVED and ACTIVE BOARDS ensure the delivery of excellent services by the credit coops.

10 modules – 32.5 hrs.

Optimizing CEO Performance for Sustainable Credit Unions

CEO or MANAGER is the singular organizational position that is primarily responsible to carry out the strategic plans and policies as established by the Board of Directors

10 modules (40 hrs.)

Training Modules developed by ACCU adapted by the Federation

CUDCC Modules• Credit Unions in the Marketplace• Board Duties and Responsibilities• Strategic Planning• Marketing Credit Union Services• Financial Management and Analysis 1• Human Resource Management• Legislative Compliance and Board Responsibilities• Credit Management• Good Cooperative Governance• Board Assessment and Development

• Customer Relations Management• Financial Management and Analysis 2

CUCCC Modules• Credit Unions in the Marketplace• CEO Roles and Competencies • Strategic Thinking• Credit Union as Wealth Creation Advisor to Members• Customer Relations Management• Human Resource Management• Risk Management• Financial Management and Analysis 1• Good Cooperative Governance• Legislative Compliance and CEO Responsibilities

• Financial Management and Analysis 2

Board Development and Performance Evaluation

1.Decision Making2.Advisory Function3.Trustee Function4.Participation Function5.Symbolic Function

Other Courses developed by ACCU• Governance Framework for Credit Unions

(2009)• Financial Literacy for Credit Union Members (2010)• Loan Officers Competency Course (2011)• Audit/Supervisory Committee Competency

Course (2012)

THANK YOU!!!