PMES 9520 Latest

8/4/2019 PMES 9520 Latest

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COOPERATIVE ORIENTATION

byCOOPERATIVE DEVELOPMENT AUTHORITY

Manila Extension Office


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SCOPE:SCOPE:

y FREQUENTLY ASKED QUESTIONS

yMANAGEMENT

y ORGANIZATION

y REGISTRATION


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What is a Cooperative?What is a Cooperative?

K O O P E R A T I B AK O O P E R A T I B A

P E R AP E R AK OK O I B AI B A

O P E RAO P E RA T I B AT I B A


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What is a Cooperative?What is a Cooperative?

y AUTONOMOUS AND DULY REGISTERED ASSOCIATION

y COMMON BOND OF INTEREST

y VOLUNTARILY JOINED TOGETHER

y ACHIEVE THEIR SOCIAL, ECONOMIC AND CULTURALNEEDS AND ASPIRATIONS

y EQUITABLE CONTRIBUTIONS

y PATRONIZING THEIR PRODUCTS AND SERVICES

y RISKS AND BENEFITSy COOPERATIVE PRINCIPLES


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What are the differences among otherWhat are the differences among other

types of organization and a Cooperative?types of organization and a Cooperative?

The memberThe member--usersusersGenerally nonGenerally non--

membersmembers

Generally nonGenerally non--

membersmembers

4. Customer4. Customer

Can make use ofCan make use of

the services of thethe services of the

coop and willing tocoop and willing toacceptaccept

responsibilities ofresponsibilities of

membershipmembership

Ability or capacityAbility or capacity

to invest or renderto invest or renderserviceservice

Ability or capacityAbility or capacity

to buy shares ofto buy shares ofstocksstocks

3. Basic requisite for3. Basic requisite for

membership/membership/

ownershipownership

Service aboveService above

profitprofitTo make profitTo make profitTo make profitTo make profit

2. Primary purpose/2. Primary purpose/

motivationmotivation

RA 9520RA 9520

RA 6939RA 6939Partnership LawPartnership LawCorporation LawCorporation Law

1. Legal basis of1. Legal basis of

organizationorganization

COOPERATIVECOOPERATIVEPARTNERSHIPPARTNERSHIPORDINARYORDINARY

CORPORATIONSCORPORATIONSPARTICULARSPARTICULARS


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Continuous coopContinuous coop

education programeducation program..----

10. Educational10. Educational

ProgramProgram

Share Capital &Share Capital &

PatronagePatronage

ProPro--rated to theirrated to their

capitalcapital

contributioncontribution

Share of StockShare of Stock

9. Basis for9. Basis for

distribution ofdistribution of

savings/profitsavings/profit

Limited and conformsLimited and conforms

to govt regulationsto govt regulationsNo limitNo limitNo limitNo limit

8. Rate of Interest8. Rate of Interest

of Share Capitalof Share Capital

(ROI)(ROI)

Coop Principles &Coop Principles &Business Mngt.Business Mngt.

PrinciplesPrinciples

PartnershipPartnership


Business Mngt.Business Mngt.


7. Principles7. Principlesgoverninggoverning

operationsoperations

Members, Board ofMembers, Board of

Directors & HiredDirectors & Hired

ManagementManagement

Shared orShared or

appointedappointed

Board of DirectorsBoard of Directors

& Hired& Hired

ManagementManagement

6. Components of6. Components of

managementmanagement

One member, oneOne member, onevotevoteEqual votingEqual votingrightsrightsShares of commonShares of commonstockstock5. Basis of voting5. Basis of voting

PARTICULARSPARTICULARSORDINARYORDINARY

CORPORATIONSCORPORATIONSPARTNERSHIPPARTNERSHIP COOPERATIVECOOPERATIVE


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What are the Cooperative Principles?

yVOLUNTARY & OPEN MEMBERSHIP

y DEMOCRATIC MEMBER CONTROL

y MEMBER ECONOMIC PARTICIPATION

yAUTONOMY & INDEPENDENCE

y EDUCATION, TRAINNG & INFORMATION

y COOPERATION AMONG COOPERATIVEy CONCERN FOR COMMUNITY


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What are the categories ofCooperative?

y Primary

y Secondary

y Tertiary


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What are the types ofCooperative?

y Credit

y

Consumersy Producer

y Marketing

y Service

y Multi-PurposeyAdvocacy


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yAgrarian Reform

y Cooperative Bank

y Dairyy Education

y Electric

y Financial Service

y Fishermen


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y Health

y Housing

y Insurancey Transport

yWater

y

Workers.


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What are kinds of Membership?

yRegular Membership

yAssociate Membership


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What are the kinds of Common Bond of

Interest

y Residential

yAssociational

y Institutional

y Occupational


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What are the benefits ofa

Cooperative member?

y Economic Benefits

- Credit Facilities

- Interest on Share Capital

- Patronage Refund

- Economies of Scale- Marketing Assistance


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Cont. Benefits

y Social Benefits

- Providential Assistance

- Continuous Education and Training

- Other Social Programs

- Group insurance/housing/medical &

dental services/scholarships, etc.


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Cont. Benefits

y Political Benefits

- Advocacy

- Check and Balance.


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What are thepossible sources of funds of

theCooperative?

y INTERNAL SOURCES

Share Capital

- Initial Subscription

- Continuous Capital Build-up


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Cont. Sources ofFunds

Deposits of Members

- Regular Savings Deposit

- Time Deposit

Loan/s or Borrowing/s from Member/s


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Revolving Capital

- Interest on Share Capital

- Patronage Refund


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Retentions

- Service/s

- Good/s.


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Fees

- Membership

- Transfer

Fines/Penalties.


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y External Sources

Loan/s or Borrowings

Subsidies/Grants/Aids/Donations


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Other Sources

- Advances from Customers

- Fund-Raising Activities.


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What are theduties andresponsibilities ofa

cooperative member?

- Pay the installment of subscription

- Participate in SM-CBU Program

- Patronize the business and service/s- Participate in membership Education

Programs

- Attend & participate in the general

assembly meetings- Observe & obey rules & regulations

- Promote goals & objectives


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ORGANIZATIONORGANIZATION

andand

MANAGEMENTMANAGEMENT

STRUCTURESTRUCTURE

ORGANIZATIONORGANIZATION

andand

MANAGEMENTMANAGEMENT

STRUCTURESTRUCTURE


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GENERALASSEMBLY

AUDIT

COMMITTEELECTION

COMMITTEE

BOARD OF

DIRECTORS

EDUCATION

COMMITTEE

MANAGEMENT STAFF

Treasurer

Secretary

ETHICS

COMMITTEE

CONCILIATION

COMMITTEE


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General Steps:

1. GET ORGANIZEDy 15 members.y common problems and basic needs.y

core group formation

2. PREPARE GENERAL STATEMENTy Economic Survey

3. DRAFT THE BY-LAWSy Rules and regulations governing operations.


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4. DRAFT ARTICLES OF COOPERATION

y Name, members, terms of existence and otherpertinent descriptions.

5. BOND ACCOUNTABLE OFFICER(S)

y Treasurer/Manager/Signatory/ies

6. REGISTER YOUR COOPERATIVE

y CDA Extension Office

General Steps:General Steps:


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Requirements:Four (4) Original copiesof thefollowing:

y ARTICLES OF COOPERATIONy BY-LAWSy ECONOMIC SURVEYy

BOND OF ACCOUNTABLE OFFICER(S)y TREASURERS AFFIDAVITy UNDERTAKING TO SUBMIT REPORTORIAL REQUIREMENTSy UNDERTAKING TO CHANGE NAMEy CERTIFICATION ON THE CONDUCT OF PMESy FAVORABLE ENDORSEMENT FROM GOVT. AGENCY

CONCERNED, IF NECESSARY

REGISTRATION FEE: 1/10TH OF 1% of the Authorized Capital butnot less than P500.00


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HOW TOOPERATIONALIZE

ACOOPERATIVE


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What are thepossible steps inoperationalizing a

cooperative?Within 90 days afterregistration, coops aremandated to call a Special General Assembly

Meeting:

Preparation of Development Plan

* SM-CBU

On Policies

On the First Regular Election


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What will thefirst Regular Officers-Elect do?

yAction Plan based ondevelopmentplan

- Approved bythe

General Assembly


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What are theprimary concerns that should be

included in an actionplan?

y Vision-Mission-Goal (VMG)Statement

y Strategies (Year-round)y Registration/Permits/Accreditationof business

- Local Government Unit (LGU)- Bureauof Internal Revenue (BIR)

- Other concerned Government Agency/ies


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MARIVIC C.

LLOBRERA

09063042706

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