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PowerPoint Presentation

Country Report on Initiatives on HRD ICA-ROAP HRD Committee MeetingAMNERIS GabrielChairperson, NATCCO, Philippines

OUTLINEPhilippine Cooperative SectorLegal Mandate re Budget for Education and Training and Organizational StructureMandated Training Program for Coop OfficersEducation Component of the 10 Year Strategic Direction agreed during the National Coop SummitNATCCOs 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 Summit3Cooperative Development Authority3Distribution of Cooperatives by TypeDistribution of Cooperatives by Asset SizeAssets and NumbersCategory Micro coops(3Million below)Small Coops (3-15 Million)Medium Coops (15-100 Million)Large Coops (over 100 Million)Assets146P7.44BP17.5 BP39.15 BP81.89B%5%12%27%56%Number18,35013,4773,2311,34729573.4%17.6%7.3%1.6%6Mergers and consolidation should be an important strategy to strengthen the cooperative movement.Cooperative Development Authority6COOP STRUCTURE AND ALLOCATION FOR EDUCATIONStructure: Responsible Center for the Education of Members

Budgetary Allocation: Allocation from the Net Surplus

Education Programs for the Members and Potential Members

ManagementRULE 7. Functions, Responsibilities and Training Requirements of Directors, Officers and Committee MembersSection 4.1.3. The Vice Chairperson shall:

b. To act as ex-officio Chairperson of the Education and Training CommitteeRA 9520. Article 86. Order of Distribution of Net Surplus2) 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 ProgramsIncoming MembersPre-Membership Education Seminars

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

MANDATED TRAINING PROGRAMSLegal Framework: Mandatory Training Programs for the Officers of the Cooperatives

Budgetary Allocation: Allocation from the Net Surplus

Education Programs for the Leaders and CEOCompetency Courses developed by ACCUProgram 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 MembersSection 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:1Basic Coop CourseBoard of Directors, Secretary,Treasurer, Election Committee, AuditCommittee, Ethics Committee,Mediation and ConciliationCommittee, General Manager2Coop Management & GovernanceBoard of Directors, General Manager3Financial ManagementBoard of Directors, Treasurer4Conflict ManagementBoard of Directors, Ethics Committee,Mediation and ConciliationCommittee5Parliamentary ProceduresBoard of Directors, Secretary6Leadership & Values Re-OrientationBoard of Directors, ElectionCommittee, Ethics Committee,Mediation and ConciliationCommittee, General Manager7Strategic PlanningBoard of Directors, General Manager8Audit ManagementAudit 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 ManagementAudit Committee 24-269 Records Management Audit Committee, ElectionCommittee, Ethics Committee,Mediation and ConciliationCommittee, Secretary, Treasurer10.Entrepreneurial and Bus. ManagementGeneral Manager11.Basic Accounting for Non-accountantsTreasurer, Audit Committee12.Internal ControlAudit Committee13.Rules FormulationElection Committee14.Cooperative StandardsTreasurer, 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 AgreementsTHE COOP SECTORS 10-YEAR STRATEGIC DIRECTION

20Strategic ChoicesAn Integrated Co-op Financial SystemIntegrated Co-op Marketing SystemThe transformation of public utilities and services into environment-friendly, safe, efficient, sustainable and genuine co-operatives;An National integrated Co-operative Advocacy, Education and Information System

UPDATE ON Strategic ChoicesAn Integrated Co-operative Education SystemCoop Education Forum (CEF), the structure organized for an integrated and holistic education systemCEF contributed in the formulation of Coop Education & Training Standards, Social Audit and Performance AuditThe Performance Audit instrument is now being pilot-testedThe Social Audit instrument is about to be pilot-testedA coop led self-regulated accreditation & certification system is yet developed

NATCCOS EDUCATION, TRAINING AND CONSULTANCY PROGRAMSDEVELOPING 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

24Education frameworks developed by the asian confederation of credit unions and adopted by natcco

Designed for Board and Managers of the CooperativesCredit Union Directors Competency CourseCredit Union CEOs Competency Course

Quality Leadership Ensures Credit Unions SustainabilityINVOLVED and ACTIVE BOARDS ensure the delivery of excellent services by the credit coops.10 modules 32.5 hrs.

Optimizing CEO Performance for Sustainable Credit UnionsCEO 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 Directors10 modules (40 hrs.)

Training Modules developed by ACCU adapted by the Federation27CUDCC ModulesCredit Unions in the MarketplaceBoard Duties and ResponsibilitiesStrategic PlanningMarketing Credit Union ServicesFinancial Management and Analysis 1Human Resource ManagementLegislative Compliance and Board ResponsibilitiesCredit ManagementGood Cooperative GovernanceBoard Assessment and Development

Customer Relations ManagementFinancial Management and Analysis 2CUCCC ModulesCredit Unions in the MarketplaceCEO Roles and Competencies Strategic ThinkingCredit Union as Wealth Creation Advisor to MembersCustomer Relations ManagementHuman Resource ManagementRisk ManagementFinancial Management and Analysis 1Good Cooperative GovernanceLegislative Compliance and CEO Responsibilities

Financial Management and Analysis 2Board Development and Performance EvaluationDecision MakingAdvisory FunctionTrustee FunctionParticipation FunctionSymbolic FunctionOther Courses developed by ACCUGovernance 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!!!

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