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Best Performing Cooperative Federation
Theme : Membership Expansion
Eligibility/ Qualifying criteria
• Must be in good standing for the three preceding years;
• Must be operationally gainful for the last three years
• Compliment with the legal administrative requirements of the CDA, BIR, LGU, and other governmental agencies.
• No major findings during the inspection as reported
Evaluation/ Judging criteria:
CRITERIA WEIGHT/ POINTS
1. Organization, Leadership, and Management 40
2. Financial mgt. and Business Operation 35
3. Social Relevance 20
4. Awards and Recognition 5
Documentary Requirements
1. Cooperative Annual performance Report duly received by the CDA (2011-2013)
2. Audited Financial Statements (AFS) (2011,2012 & 2013) including notes
3. Social Audit Report
4. Performance Audit report
5. List of training attended by Cooperative officers( 2011-2013)
6. Training Providers, if applicable
7. Certificate of Good standing for regular purpose
8. Certificate of tax exemption/ Application duly received by BIR
9. Cooperative Development plan
10. List of training conducted/initiated for FY 2013
11. Valid Certificate of Accreditation as Cooperative Training Providers, if applicable
Documentary Requirements
12. Summary of Aging of accounts receivable
13. List of cooperative officers
14. Certificate signed by the cooperative Chairman and or General manager indicating the following:
– total number of member affiliates
– Total number of remitting CETF
– Total amount of CETF collected
• Training
• Advocacy
• Research and development
• Others
- Total full and part-time employees, casual, contractual as of 2013
- Names of volunteers, if any, including the specific work assignment
Documentary Requirements
15. Certificate of proof of accreditation of LGU and other governing bodies in Local Development Council.
16. Proof/ evidence of the following:
– Programs benefited its members may include participation of members to the value chain
– Social and community activities initiated and/or participated by the cooperatives
17.List of awards/recognitions received by the cooperative including the sponsor of the awards and the year received for the past three years.
18.Current Business permit/ license
Documentary Requirements
I. ORGANIZATIONAL DEVELOPMENT AND MANAGEMENT (40)
Criteria Formula Points Max rating
1. Performance audit report
See PAR Total score x 20% x
100%
20 20
2. Membership
a. Total no. of members
5
Above 45 members31-4515-30
Below 15
5310
b. Growth in membership
Actual inc. in the no. of members
---------------- x 100%Target inc. in the
number of members per dev’t plan
5
I. ORGANIZATIONAL DEVELOPMENT AND MANAGEMENT (40)
Criteria Formula Points Max rating
30% and above5%- 30%Below 5%No increase
5310
If no target in dev’t plan:Tot. no. of members, end – tot. no. of members, beg. --------------- x 100%Tot. no. of members, beg.
30% and above5%- 30%Below 5%No increase
5310
I. ORGANIZATIONAL DEVELOPMENT AND MANAGEMENT (40)
Criteria Formula Points Max rating
3. Training
a. attendance totrainings
Attendance to the mandatory cooperative training for officers
4
BOD & ManagerMandatory CommitteesTreasurer & secretary
2
11
b. trainingsconducted/ facilitated
Above 12 trainings9- 12 trainings5-8 trainings1-4 trainingsNo training
43210
4
I. ORGANIZATIONAL DEVELOPMENT AND MANAGEMENT (40)
Criteria Formula Points Max rating
3. Training
c. Accreditation as training provider
YESNO
20
2
SUB-TOTAL 40
II. FINANCIAL MANAGEMENT AND BUSINESS OPERATION (35)
Criteria Formula Points Max rating
1. Performance audit report
See PAR Total score x 20% x 100%
20 20
2. CETF Remittance Tot. no. of remitting members--------------- x 100%Tot. no. of members100%75%-below 100%50% to below 75%25% to below 50%10% to below 25%Below 10%
543210
5
II. FINANCIAL MANAGEMENT AND BUSINESS OPERATION (35)
Criteria Formula Points Max rating
3. CETF Utilization a. Amount expended using CETF collected from members
--------------- x 100%Tot. no. of members100%75%-below 100%50% to below 75%25% to below 50%Below 25%
321.50
3
b. Percentage of CETF expended for: b.1 training- max. of 2 pointAmount expended for training-------------------/ 30% x 2Amount collected using CETF collected from members
2
4
II. FINANCIAL MANAGEMENT AND BUSINESS OPERATION (35)
Criteria Formula Points Max rating
b.2. advocacy Maximum of 1 pointAmount expanded for advocacy & promotion-------------------/ 15% x 1Amount expended using CETF collected from members
1
b.3 R & DMaximum of 2 pointsAmount expended for R & D ------------------------- / 50% x .5 Amount expended using CETF collected from members
.5
II. FINANCIAL MANAGEMENT AND BUSINESS OPERATION (35)
Criteria Formula Points Max rating
b.4. others ( max. of .5 point)Amount expended for other concerns-------------------/ 5% x .5Amount expended using CETF collected from members
.5
4. Delinquency rate Past due loans and/ or accounts + non performing restructured loans + loans and/or accounts under litigation----------------------Tot. loans & accounts outstanding
3
5%- 10%11%-30%Above 30%
321
Sub-total 35
III. SOCIAL RELEVANCE
Criteria Formula Points Max rating
1. SAR See part IV, V and VITot. score/40 x 15% x 100
15 15
2. Programs that benefited the members
Above 5 programs3-5 programs2 programs
210
2
3. Directemployment generation
Above 10 employees4- 10 employees3 & below employees
210
2
4. Gender integration
Presence of male and female in the BOD, Committees and Management staff
yesno
10
1
SUB- TOTAL 20
IV. AWARDS AND RECOGNITION (5)
Criteria Formula Points Max rating
Awards/recognition received
Awards, recognition and citation received for the past three years in a competition or search
5
International awards receivedLocal wards received
national awardregional award
1
22
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
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