napc-pdtf workshop 16-17 feb 2015

8/16/2019 NAPC-PDTF Workshop 16-17 feb 2015

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People’s Development Trust Fund:A Review on the Current Policies and Trends and Action

Planning WorkshopPrivato Hotel, 706 Shaw Boulevard, Pasig city

Opening Preliminaries

Moi Garcia for the opening prayer, Ms Marie acknowledged the presence of guestsand head of organiations !oth fro" #$P% & P%'%, (G)s and Basic Sectors*

Welcome Remarks

Mr +dgar Generoso, the president and %+ of P%'% gave the welco"e re"arks* Herecalled the -epu!lic $ct ./1 or the Social -efor" $ct of 2337 and gave updates

on P%'%4s perfor"ance within the year 02/* 2/ M'5s and 20 (G)s !eneted fro"

the P8' %apa!ility Building* #e9t, he iterated the factors that hindered in the

e:ciency of the P8' perations; elays in the su!"ission of docu"ents, stringentre


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e"phasied that not until wo"en have !eco"e econo"ically e"powered,there is no end to E$F CEiolence against wo"enD

* Pro"ote Sustaina!le SelfHelp Groups* 5t is in this idea that wo"encontri!utes to the develop"ent of the household econo"y* 'ro" the

household level, organied groups ?of wo"en@ would signicantly contri!ute

to the develop"ent of the local econo"y*

#e9t she identied four !otto"lines;

2* +cono"icIthe poor should have a stake Cor sayD and would "ake

participations in the planning, i"ple"entation and "onitoring of povertyreducing proJects* Businesses should !e via!le and sustaina!le so that the

poor could accrue value Caccrue prot fro" value chainD** SocialIthere should !e preferential treat"ent for the !asic sectors* $n

e9a"ple would !e esta!lishing partnerships and convergence with other

agencies and institutions ?sharing the sa"e vision@* 8ake for e9a"ple

econo"ic proJects that has social protection for its workers and its fa"ilies

Cwo"en and childrenD another is !y forging partnership !etween thecooperative Sector ?of the Basic Sector@ in generating e"ploy"ent*

APreferential refers toKKKKKKKKKKKKKKKKKK* +nviron"ental 5ntegrityI"ust !e pro"oted a"ong !usinesses* 8here has to

!e a sustaina!le for" of value chain a"ong enterprises, "eaning they/* %hange of MindsetIfro" "icroscale going to s"allscale enterprise* 8here

has to !e a convergence a"ong #G$s C#ational Govern"ent $genciesD likethe SF; S+$L CSelf+"ployed $ssistanceILaunlaran Progra"D, %%8 C/PsD,

S(P* )sec orotan shared her e9perience of a pilot proJect of "o!iliing %%8

!eneciaries to pool their funds C+ach /Ps !eneciary receives 20,000*00

$ssistance, i"agine if you could "o!ilie 10 households, you can pool ana"ount of 100,000*00 which can !e used as a startup capital for an

enterpriseD* She "entioned a!out "odied %%8, "ainstrea"ed !y partner

%Ss* 8hey pilottested this in 7 "unicipalities in Sorsogon and they werea!le to generate livelihood for the co""unity* +ach person was a!le to earn

00*oo per day CBicol4s Mini"u" wage rate is 3=dayD*#$P% is tasked to create the convergenceG$ Plan

(astly, she addressed the challenges that lies ahead;2* -evisit Policies* People ?+na!ling $gencies@* Strengthening; (ook at the ena!ling "echanis"s=structuresI%ascading

our work down to the local levels/* -evisit the proJects i"ple"ented, ter"s of engage"ent and convergence

She %ongratulated the organiers for the pursuit of this endeavour* She e"phasied

on the roles that will !e identied during the workshop*


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Rationale O!"ectives and #$pected Outputs

irector -e!ete, welco"ed participants fro" P%'%, #$P%, and the Basic Sector*

Ms Marie called the attention of everyone and highlighted today4s activity, 2s day

will !e "ore on inputs=presentation* $ny


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the receipt of the anticipated inco"e* 8his type of loan applies for seasonal!usinesses such as far"ing sugarcane and cassava*

Production and Marketing are essential for $sset%onversion

Organi,ed Producers to Organi,ed Consumers

8his idea was e9hi!ited !y the 'airtrade "ove"ent* 'airtrade "ove"ent

started during the 2310s which calls for responsi!le consu"eris"* 8hroughthe 'airtrade Ealue %hain, far"ers were given Apre"iu"s*

-olistic Approach

+very tea" under the $8'5 is co"posed of a technician, nance & ad"in

o:cer and a co""unity organier* Solutions are tailort or strea"lined

!ased on the need* ProJect planning addresses the type of interventionneeded for a specic pro!le"*

Presentation .: Open Forum

Reactor/

Participant

0uestion1Reacti

on

Response Respondent

+s 2a!es

Plans for Social5nsurance=Protecti

on

#egros 'irstIProvincialHealth 5nsurance

8hey have conducted a

study on their engage"ent

with the co""unity andthey learned that the rate of

hospitaliation has lowered*

-P

5t is worth noting that

i"prove"ent in diet Cfoodconsu"ptionD has decreased

the rate of hospitaliation

-P

$8'5 does not have the

co"petency to engage ininsurance C"icroinsuranceD

services* 8he !eneciaries

?and stakeholders@ can

access govern"ent serviceslike PhilHealth, GS5S, SSS

-P


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and S-$ Policies $re there any

alternative

livelihood for thesugarcane

far"ersO

8here were crops which

were reco""ended for

the" depending on the soiltype and conditions

-P

34ec

Florencia

Dorotan

$re there any

%onditional %ash

8ransfer C%%8D!eneciaries

a"ong the

$grarian -efor"Beneciaries

C$-BsDO

So"e

How do we really

link the poor?far"ers@ and the

"arketO How can

the poor !enet

fro" the valuechain, accruing

value in the

process

The farmer could become the

consolidator, processor or even

trader.

-P cited a situationer wherea far"er can !eco"e the

consolidator, processor or

even !eco"e a trader* Heshared his e9periences

a!road where a fa"ilyrun

far" did the processing,consolidation and even the

packaging of their produce*

8hey do even deliver their

products in a cooperative*

-P

o you really havea !aseline study

for the food

poverty levelO

$lter 8rade conductedBaseline Study every year*

$s for the recent survey,

there are /1 out of 61$-B Household who are now

foodsu:cient, that is 63*

22 $-B Households Cor2D are still "oving

towards the poverty lineDir& 5hec)

Re!ete

Have you

accessed P8'OHow do you fundyour activitiesO

#* Study the dierent

needs of the people* Social+nterprise will have ani"pact on the poor,

particularly in the value

chain* (ook into aspects of!usiness startups or the

ones under incu!ation* Fe

need to look at the "arket

http://www.gov.ph/2014/02/10/sugarcane-act-to-benefit-producers-farmers-and-workers/http://www.gov.ph/2014/02/10/sugarcane-act-to-benefit-producers-farmers-and-workers/


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$nother is the 5sa5sa, Sa"aSa"ang Pagunlad Pangsakahan at Palaisdaan ProJectC5S$P$ PlusD* 5t is a type of Micronance Service catering to the $gricultural sector

Cfar"ers and sherfolksD* Borrowers were encouraged to apply 5ntegrated 'ar"ing

syste" or 5'S*

(on/Financial Programs

#onnancial progra"s include;

A. Continuous Education for Members (CEM) during Center MeetingsB. Livelihood !ills TrainingsC. Micro"#egos$o %airs&. %inancial EducationE. Entrepreneurship Trainings%. Leadership ' Communit$ &evelopment Trainings. Mar!et Lin!ages for the members (MC, ennemer)*. La!ba$"Aral+Eposure -rogram. %amil$ Life Enhancement eminars

/. cholarships

P8'assisted proJects

Basic ress"aking %ourse

'inancial Manage"ent %ourse for Microenterprise

'earnings

&o not settle for 0ust one ncome"generating activit$ (-). Tr$ to diversif$.

-esource Speaker encouraged their clients to have two or "ore 5GPs* Ms Bulaon

related the discussion to one of their clients who started with hograising as its rst5GP* $fter gaining "ore capital, she ventured into !uy and sell of Banana* 8hen

again, gaining "ore capital she was a!le to !uy a hauler for her goods*

$nother client engaged in the retail !usiness Csarisari storeD had an idea of puttingup a cottage enterprise* She put up a furniture"aking enterprise alongside her

Atindahan* 8hey started selling stools, s"all ta!les and "iniorganiers* 8o "ake

the story short, the enterprise grew and their products were in de"and, so theyapplied for a loan in the !ank and nanced their operation ?to answer the growing

de"and@*

%armers 1need2 to have 3vehicles4 to assist them in hauling and transport of their

goods

Ms Bulaon cited their e9perience in Lota Lina!alu where far"ers have their own

vehicles* 5n a far"ing co""unity, it is co""on for every far"er to have a vehicle*


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5t would !e a lot easier ?or rather e:cient@ since they can save on theirtransportation e9penses*

5n Calamansi 6inds

8here are ti"es that there is plenty and a!undant harvest of %ala"ansi* ?Surplus@

Produce fro" %ala"ansi 'ar"s end up getting rotten* $ccess and linking to the

Market is needed !y these far"ers*

Presentation 6: Open ForumReactor 0uestion1Respon

se

Discussion1Response Respondent

Fhat happened

after the ress

"aking trainingOFere they a!le to

use the skill and

put up a !usinessO

nly a few have engaged in

ress"aking*

$ %$circular

prohi!itsoutsourcing ?or

contracting@

"icro=s"allenterprises*

8here "ust !e a policy

refor", e"powering ourC"icroD s"all enterprises*

5ntegration of

Social Protection

PhilHealth already has

engaged in the registration of

the rural poor*ccupational Safety ispracticed in the PB%

pre"ises, that covers good

work practices CHealth and

SafetyDTedd)

'ope,

How can far"ersesta!lish their own

"eans of

processing cacaoO

8raditional "ethods of"aking ta!lea

8here is an answer

to the surplus ofcala"ansi

istillera (i"tuaco !uys

cala"ansi rinds and processthe" into (i


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production ?and

processing@ 8here has to !e a

co""it"ent to ensure rightproduction

Presentation ; -apid Survey -esults fro" the #ational Sectoral $sse"!ly

Mayan Eillal!a, irector of )nlad La!ayan was co""issioned !y #$P% and P%'% to

conduct a study on the utiliation of People4s evelop"ent 8rust 'und and how itcan !est serve the Basic Sectors* She presented a !rief !ackground a!out the

study, e"phasiing that the research is a Acursory study* $s the study progresses,

we are lead to discover that the scope is e9panding and we wanted to narrow itdown to; AHow can the P8' !est serve the !asic sectorsIa rhetorical


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Presentation 8: Open ForumReactor Ruestion=5n


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Sectors with regards to P8'*

#$P% was created to seek

the welfare of the !asicsectors* P8' was created

according to the social

refor" agenda which is acapa!ility!uilding fundad"inistered !y P%'%*Fe need to look for other

Awindows for the P8'

Presentation /; S+P5

4ocial #nterprise Development Partnerships %nc

S+P5 is a forprot corporation with a strong social agenda* S+P5 specialies in

research, consultancy and capa!ility !uilding* 8he corporation is an accreditedservice provider of P%'%* Mr -apisura gave a !rief !ackgrounder of S+P5*

S+P5 conducts an organiational appraisal !y conducting research on the ground*

8his "ethod "atches the needs and the capacity of the organiation*

'essons 'earned

5t is i"portant to invest in social protection* 8he poor tends to !orrow "oney in

ti"es of e"ergency, "aking the" "ore vulnera!le* (oans are the e"ergencyre"edy of the poor*

Presentation 9: Open ForumReactor Ruestions=-eaction iscussion='ollowup

-esponse

Fhy 20 for Social+nterpriseO

Most of the invest"ents areplaced in M'5s* Social

+nterprise are not that via!le

in the country* Most of these

enterprises are Astartupsand conveys "ore risks

Have ever

considered training

#o* it is "ore via!le to train

and hire professionals to

Eia!ility vs

+"power"ent


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any PsO "anage an enterprise* 5t is in

the spirit of Professionalis"

and ethics that drive the" toachieve results* 8here4s a !ig

dierence !etween a

professional and a AtrainedpersonnelHow did S+P5"anaged to grow

its fundsO

S+P5 started operating withtheir own personal funds* 8o

further their operations, they

!orrowed "oney fro" friendsand relatives* Soon, they

were a!le to reach out

"igrants and convincedthe" to invest in their

preferred shares*-P Bias is on M'5s* 8he very

reason why M'5s charge high

interest rates is !ecause oftwo reasons;

• 8hey need to !eco"e

sustaina!le, adding ad"in

cost in the interest rate

• -isks are higher when you

engage in "icronance

Cwhich includes non

collateried loanD

Presentation 1; Paglau" MP%

Paglau" Multipurpose %ooperative is represented !y Mr Tared Gran, $rea Manager* 8he word APaglau" literally translates into Hope in %e!uano language* Paglau"

MP% started as a Social=%o""unity evelop"ent 'oundation engaged in Social

Felfare* 8he organiers had a vision of "aking Paglau" sustaina!le* 8hey decidedto transfor" it into a cooperative starting with 1 "e"!ers* Mr Gran showcased the

transition of the organiation over the years*


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$gronancing is one of the progra"s of Paglau"* 5t is a custo"ied credit facility forfar"ers where the !asis for the nancing will !e the 'ar"=!usiness plan*

Presentation : Open Forum

0uestions1%n;uiries

Reactions1Follow/upDiscussions

Fhat "onitoring

"echanis"s doyou e"ployO

Fe stationed a personnel in

the proJect site to "onitorthe area*

8ailort or strea"lining of

credit services accessi!le to

far"ersFhat repay"ent

sche"es do youuse for your credit

progra"O

-epay"ent is si"ilar to

$sset conversion wherepart of the total harvest ?@

will !e a"ortied to pay theavailed loan C$gronancingD

+s 2a!es 'ourth to si9th class

"unicipalities should have

access to shared facilitiesand should have a co""on

livelihood develop"ent

centerFere you a!le to

access P8'O

#o* need to conr" it with

MP% +9ecutives*Fho are your Leypartners in

+nterprise

evelop"ent and$grirelated

proJectsO

Lenne"er 'oods%ordaid 5nt*

#$P% should speed up the

co"pletion of the revised5--

$fter the short foru", resource speakers were called one !y one for the giving of

pla


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ay

Opening (iceties

8he progra" started with an opening prayer led !y Ms Gloria ?fro" the !asic sector@

followed !y an +nergier* Mr #icanor facilitated the energier, ca!!age ga"e*Ruestions pertaining to yesterday4s presentation was written down on pieces of

paper and was !alled into a ca!!age* Participants co"ing fro" the #$P%, P%'% and

Basic Sectors were asked to for" an Ao!long and were encouraged with "inglewith the other participants ?co"ing fro" other institutions@* 8he activity will !e a

precursor to the recap of ay highlights*

8he "echanics of the ga"e is to dance while the "usic goes on at the sa"e ti"e,the A!all is !eing passed along* 8he one who holds the !all when the "usic

stopped, will peel a Aleaf fro" the ca!!age, read and answer the


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PCFC/PDTF Presentation

Mr +rwin 5dong, %orporate 8reasurer of P%'% presented the highlights of -$ ./1 as

!asis of operations of the P8'* He claried that P%'% "anages the P8' as #$P%

oversees the fund utiliation* 8here are sets of criteria that need to !e "et foreligi!le grantees and have identied the eligi!le purposes* Grant conditions follow

711 rule of sharing proJect cost* P8' will shoulder 71 of the proJect cost andthe 1 will !e shouldered !y the Grantee Ccan !e AinkindD*

5n order to access the P8', clients "ust !e accredited with P%'%*

$n pen foru" followed shortly after the presentation

Presentation <

#$P% shall "onitor theutiliation of the funds as

stated in + 22

Mechanics of the SF8 $ctivity

(unch

SF8 $ctivity

SF8 Presentation

Presentation 2; Basic Sector

4WOT PROC#44

4WOT1C +ATR%= %nternal Forces

4trength

%nternal Forces

Weaknesses

• +9isting policy=law

• 'unds

• (ack 5+%

• #o feed!ack


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• BS representation in

the +9eco"• Manual of

operations in place• Buildup partners

including ServiceProviders

• Provision of

%o""unityorganiing under

Sec *% under +

220

"echanis" to the

sector including

"onitoring tools• #o e9tensive

knowledge of P8'•

#o clear ter" ofreferences fro"a"ong P8'=#$P%

• #o ena!ling

"echanis" to the

!asic sector only

towards M'5s• BS are treated as

!eneciaries not aspartners

• #o "apping tool for

identication of theend users and

service providers• #o policy on ASocial

+nterprise• #o clear reporting

on the utiliation of

funds

• M'5s vs Ps Cissues

of sustaina!ilityD

• Ps a!ility on the

proposal writing• (ack of

convergence

"echanis"• #o training progra"

for conduits CPsD• #o capacity !uilding

for consolidators• #o risk

"anage"ent

• #o genuine

convergence fro"a"ong the BS

• #o co"prehensive

plan = road"ap to

group enterprisedevelop"ent

• (ack of coordination

fro" a"ong #$P%


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inter unit w= the BS#$ternal Forces:

Opportunities

S F

• Presence of #$P%

BS in the regional

councils• Mechanis" in

cascading

infor"ation at the

ground• $vaila!ility of social

protection progra"s

• 'ar" to "arket

roads•

evelop road"ap togroup enterprises toaddress 8=% fro"

the !ilateral

agree"ents• %o"petition with

M'5s• Privatiation

• Bilateral

agree"ents#$ternal Forces:

Threat1Challenges

S8=% F8=%

• 0 counterpart

• #o "arket link

• 5nco"e ta9

re


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• 5ncrease representation of #$P% BS CS-% to intensively set criteria for

representation with clear 8-, esp * feed!ack "echanis"D• %reate Monitoring and +valuation %o""ittee with #$P% BS

• +9tend 2M institutional support to #$P% BS on organiing towards +nterprise

evelop"ent

• + reporting on P8' co"pliance

Presentation ; #ational $ntipoverty %o""ission

4WOT1C +ATR%=

%nternal Forces:

4trengths

%nternal Forces:

Weaknesses


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+9ternal 'orces;

opportunities

• Presence of

corporations,#Gs and (G)sthat are intocapa!ility !uilding,enterprise

develop"ent, thatcan !eco"epartners in P8'

i"ple"entationU• -o!ust M'5s

industryU• Pathways out of

poverty andstrategies havee"erged

$* #on

corporationlike $lter 8rade,

People4s Bank

of %araga,Paglau", etcU

B* %orporation

with strongsocialcorporateresponsi!ility

• Presence of active

Basic Sectors

outside #$P%

• 'unding windowsfor SM+s availa!le

• P$G%- /*1B

funds to !eaccessedCPresident4s

%ontingent 'undD

S

• -$ ./1

• P8' 'und C200MD

• Presence of Grant

'und that poor (G)s,

and #Gs couldaccess for capa!ility!uilding activities

• 5nstitutionalied

capacity !uildingsupport for #Gs and(G)s in "icronance

C-$./1 -eview &$ssess"ent, #$P%$teneo +cono"ics

ept*, 020DU• 8hrough P8', M'5s

and endclients werea!le to reach"icronance nancial

perfor"ancestandards, serving"ore target groupsand areas C!ased on

ndings "ade !y

S+P5, $'%%, %-B%,02/021DU

• Positive i"pact on the

lives of the end

clients of M'5sa* 70 are !etter

a!le to sendchildren to school

!* / i"proved

housing

c* . had increasein savings

d* 7 had increase

in inco"ee* 1 i"proved diet

Csource; S+P5, 'e!*26, 021DU

F

• (ack of awareness

on P8'U• -ural wo"en and

sherfolk have

li"ited access toproductive resourcesCFo"en4s +G+

%hapter / PriorityGender 5ssueDU

• (ack of funds to

support econo"icactivities=proposals

to sustain theproJect after

capa!ility !uildingactivities have

provided !y P8'U• i:culty of Ps and

%Ss to access P8'due to stringentre


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• +vidence of !est

practices C!ut needdocu"entationD as

o!served during P8'"onitoring, validation

and evaluationactivities conducted !y#$P% Secretariat

• Presence of active

Basic Sectors in #$P% 2/ Basic Sector

si"plify andinnovate things that

could !e allowed !y%$ e9*, nonnancial counterpart

of provision ofvenue, e


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Ccoordination and"onitoring processD

not regulariedC-$./1 -eview &$ssess"ent, #$P%

$teneo +cono"icsept*, 020DU

+9ternal 'orces;Threats1Challenges

S8=% F8=%2* Meager !udget of

#$P% itselfU P8'

resources also s"allC-$./1 -eview &$ssess"ent, #$P%$teneo +cono"ics

ept*, 020DU* %ontinuing peace

and conNictpro!le"s

dependent ofresu"ption ofnegotiationsU

* ccurrence of

disasters and glo!alecono"ic

uncertainties "ayerase gainsC-$./1-eview &$ssess"ent, #$P%$teneo +cono"ics

ept*, 020DU

R#CO++#(DAT%O(4


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Provide organiational sta!ility

'inalie organiational structure with plantilla positionsU ll in with

co"petent sta +nhance coordination, "onitoring role and M&+ tools (o!!y= advocate for full presidential support 5ncentives and disincentives for national agencies and (G)s in their

perfor"ance Stronger "onitoring and evaluation capacity through networks with

acade"e and research institutes +sta!lish M& + and -esource Mo!iliation unit in #$P%U 5ncrease #$P%4s capacity to "o!ilie resources fro" the private and

civil society sectors CPu!lic Private Partnerships for Poverty-eductionDUC-$./1 -eview & $ssess"ent, #$P%$teneo +cono"ics ept*, 020DU

+sta!lish Secretariat :ce in one roof C#$P% P8'D $dd "ore per"anent and dedicated sta, o:ce and e


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Strengths

$vaila!le Grant 'und P*/6M

CM'5s='ederations=#etworks=%ouncils=Ps=Basic SectorsDU P7*11M C(G)sD

Potential earnings P*1M

8otal $"ount %o""itted P*16MCM'5s='ederations=#etworks=%ouncils=P

s=Basic SectorsDU P0*31M C(G)sD

- Fith dedicated )nit and

+9ecutive %o""ittee

Me"!ers

- >earround "arketing to

M'5s & %ouncils

-+9isting SPs

- Policies & guidelines inplace

Feaknesses

- 5nfor"ationdisse"ination to (G)s

and Basic Sectors

-(ack of coordination onfollowthrough activities

- (ack of funds for grants

pportunities

More potential partners for the year

- $dditional 'unds for P8'

CBill on Microenterpriseevelop"entD

- More cohesive tea" topursue achieve"ent of

P8' o!Jectives

8hreats

#ew Govern"ent (aws andPolicies

• S;

– %onduct of pro"otional activities to "arket P8' to new proponents

– 8ap accredited SPs to assist the (G)s and Basic Sectors in preparing

P8' proJect proposals


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– %oordination !etween P%'% and #$P% P8' Secretariat on P8'

related activities of !oth agencies

• SF;

– Sourcing of additional funds for P8'

• 8;

– -egular revisit=review of P8' policies and guidelines to keep P8'

attuned to the e"erging needs=trends*

Presentation /

8he session ended with a closing re"arks fro" $tty* #oel Poso, Eice Presents for

$ccounts Manage"ent of P%'%* He was happy to share that the govern"entappropriated 2*1B for P%'%* 8he said a"ount was lent to their clients*

-eNections;

P8' is a fund for capa!ility !uilding* 'or the span of ten years, the corpus fund

re"ained at 200,000,000*00* nly the earnings fro" the %orpus fund can !e used

for the P8'*


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#$P% is tasked to raise funds for the P8' and lo!!y P8' !udget appropriations incongress* P%'% is the ad"inistrator of P8' and caters only to accredited Service

providers, (G)s and M'5s*

#$P% has !een ca"paigning P8' to (G)s and Ps while P%'% "arkets P8' to theprivate sector C"ostly M'5sD* 8here is a nonalign"ent of thrust and agenda

!etween the two institutions* %lose coordination is encouraged*

P8' is a platfor" for !oth #$P% and P%'% to work together seeking the welfare ofthe !asic sectors towards inclusive and sustaina!le growth*

napc-pdtf workshop 16-17 feb 2015

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