Post on 19-Aug-2015
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With complete reportorial requirementssubmitted on time (for the year 2014; submittedon or before April 30, 2015) (MOV: stamp receivedby the Regional Offices)
With at least Very Satisfactory Ratings in bothSocial and Performance Audit Reports forMedium and Large category. With at leastSatisfactory ratings in both social andPerformance Audit Reports for Micro and SmallCategory;
Must be in Good Standing for the three (3)preceding years; (MOV: CGS 2012, 2013 & 2014)
QUALIFYING CRITERIA
QUALIFYING CRITERIA Must be operationally gainful:
• for Medium/Large Cooperative -three (3) years and -- (MOV: AFS2012, 2013 & 2014)
• for micro and small cooperative -two (2) years --(MOV: AFS 2013 &2014)
QUALIFYING CRITERIA
•No major findings during the inspection as reported(MOV: Certification from the Regional Office that thecooperative has no major findings based on the result ofinspection, such as No allocation of Net Surplus; Noelection; No regular GA; No Coop Development Plan &Annual Budget approved by the GA; no infraction amongthe BOD, court cases involving the cooperative such astax court, labor court & trial court filed in CY2014 orearlier where the cooperative is the respondent. (note: torefer to the Code and the Bylaws for the violations)
QUALIFYING CRITERIA
Must have a NETWORTH of:
Micro Scale Category Up to Php1,500,000
Small Scale Category 1,500,001 to 7,500,000
Medium Scale Category
7,500,001 Million to 50,000,000
Large Scale Category Above 50,000,000
QUALIFYING CRITERIA
Networth shall be determined based on thefollowing computation: NETWORTH = ASSETS– LIABILITIESLiabilities, under this criteria, shall mean the sumtotal of all the liabilities of the cooperativeincluding deposit liabilities. (only for GawadParangal purposes only)
Documents to be supplied by the CDA EO:
1. Latest Articles of Cooperation and By-Laws;2. Cooperative Annual Performance Report (CAPR) duly
received by the CDA -2012-2014;3. Performance Audit Report 20144. Social Audit Report 2014
DOCUMENTARY REQUIREMENTS
Documents to be supplied by the Co-op:1. Certificate of Good Standing (CGS) for regular purpose (2012-
2014)2. Cooperative Development plan (medium term and annual plan &
budget)3. Audited Financial Statements (AFS) (2012, 2013 & 2014) including
(Notes to FS and Supporting Schedules)• Summary of Aging of Receivables• Summary of Loan Releases (for credit coops and other coops
with lending operations)• Non-Earning Assets• Investments• Liquid Assets
4. List of Training Attended by Cooperative Officers (2012-2014)5. List of Trainings conducted/sponsored by the cooperative (Years
2012, 2013 & 2014);
DOCUMENTARY REQUIREMENTS
Documents to be supplied by the Co-op:6. Certification signed by the Chairman and/or General Manager on
the following:• Total Number of Members (Regular and Associate)• Number of members contributing to share capital and the
Annual Increase in the amount of share capital from 2012-2014;(base year is 2012)
• Number of members placing savings/time deposits to co-op andthe Annual increase in the amount of deposits; (2012-2014)
• Dates of meetings of the board of directors for 2014;• Dates of meeting of the different committees for 2014;• Names of Board of Directors, Committees, and Core
management team indicating their respective sex• Names of volunteers, if any, including the specific work
assignment
DOCUMENTARY REQUIREMENTS
Documents to be supplied by the Co-op:
6. Certification signed by the Chairman and/or General Manageron the following:
• List of Trainings conducted/sponsored by the cooperative for2014
• List of Existing policies and procedures (i.e. title of the policy)and date approved
• Computation of the rate of interest on Share Capital (ISC) andPatronage Refund (PR). Only the computation on how thecooperative arrived at the rate of ISC and PR, not the individualmembers’ record of ISC and PR should be submitted.
DOCUMENTARY REQUIREMENTS
7. Proof/ Evidence of the following (undertaken in 2014)i. Programs that benefitted the members (e.g. provident
services)ii. Support services extended to other cooperativesiii. Social and community activities initiated and/or
participated by the cooperatives (i.e. pictures withcaption) such as but not limited to the following health,medical mission, campaign against drug andenvironmental concerns (e.g. resource conservation,proper waste management, health and safety, etc)
iv. Participation in Coop Month Celebration, Coop Summit,Local Government programs/activities, etc
v. Activities participated/initiated by the coop for thefollowing sectoral groups: youth, women, PWD andothers
DOCUMENTARY REQUIREMENTS
DOCUMENTARY REQUIREMENTS
8. Certificate or proof of accreditation of LGU and other governingbodies in Local Development Council/committees(if any)
9. List of Awards/Recognitions received by the cooperativeincluding the sponsor of the awards and the year received(Provincial/City/ Regional/National/International levels) forthe past 3 years
10. Current Business Permit/License
EVALUATION/JUDGING CRITERIA
CRITERIA WEIGHT/PTS
Organization, Leadership and Management
39
Financial Mgt. and Business Operation
35
Social Relevance 20
Awards and Recognition 6
TOTAL 100
I. ORGANIZATIONAL DEVELOPMENT & MANAGEMENT (39)
Criteria Formula PointsEquivalent Rating Max
RatingMi S Md L
1. PERFORMANCE AUDIT REPORT (PAR)
See PAR PART ITotal score/100 x 22
22 22 22 22 22 22
2. Years of Existence • 5 years & below
• Above 5 years
2 1
2
1
2
1
2
1
2
2
I. ORGANIZATIONAL DEVELOPMENT & MANAGEMENT (39)
Criter5ia Formula Points
Equivalent Rating MaxRatingMi S Md L
3. Membership
a. Total numberof members
5.0 5.0
Large • Above 50,000• 35,001-50,000 • 20,001-35,000• 5,001-20,000• 500 – 5,000• Below 500
5.04.03.02.01.00.0
5.04.03.02.01.00.0
Medium • Above 5,000• 4,001-5,000• 3,001- 4,000• 2,001-3,000 • 200 - 2,000 • Below 200
5.04.03.02.01.00.0
5.04.03.02.01.00.0
Criteria Formula PointsEquivalent Rating Max
RatingMi S Md L
Small • Above 500 • 401 – 500• 301 – 400• 201 -300• 101- 200 • Below 100
5.04.03.02.01.00.0
5.04.03.02.01.00.0
Micro • Above 150 • 76-150• 51-75 • 31-50 • 16-30 • 15
5.04.03.02.01.00.0
5.04.03.02.01.00.0
I. ORGANIZATIONAL DEVELOPMENT AND MANAGEMENT (39)
Criteria Formula PointsEquivalent Rating Max
RatingMi S Md L
b. Growth in Membership
Total no. of REGULAR members, End – total no. of REGULAR
members, Beg.---------------------- x 100%
Total no. of REGULAR Members, Beg,
3
• above 30% • 5% - 30%• Below 5%• No increase
3.02.01.00.0
3.02.01.00.0
3.02.01.00.0
3.02.01.00.0
3.02.01.00.0
c. Coop Devt. plan
• With target in the devtplan and w/ increase
• With target but no increase
2
0
2
0
2
0
2
0
2
0
2
I. ORGANIZATIONAL DEVELOPMENT & MANAGEMENT (39)
Criteria Formula PointsEquivalent Rating Max
RatingMi S Md L
4. Training
a. Compliance to mandatorytrainings
Attendance to the mandatory cooperative training for officers
3
POINT SYSTEM(EQUAL)At least 60% ofthe required training was complied by the majority of the officerse.g. BOD – 6 out of 9 trainings were attended by majority of the BOD
BOD ManagerMandatory Committees :• Audit• Election• Ethics• Mediation &
ConciliationTreasurer Secretary
3
.5
.5
.25
.25
.25
.25.5.5
.5
.5
.25
.25
.25
.25.5.5
.5
.5
.25
.25
.25
.25.5.5
.5
.5
.25
.25
.25
.25.5.5
I. ORGANIZATIONAL DEVELOPMENT AND MANAGEMENT (39)
I. ORGANIZATIONAL DEVELOPMENT &MANAGEMENT (39)
Criteria Formula PointsEquivalent Rating Max
RatingMi S Md L
4. Training
b. Trainings Conducted/ facilitated by cooperatives except PMES & Mandatory Trainings Within the period under review
• 5 and above training• 3-4 training• 2 Training • 1 training • No training
2
210
210
210
210
2
SUB-TOTAL 39
II. Financial Management and Business Operation (35)
Criteria Formula PointsEquivalent Rating Max
RatingMi S Md L
1. PISO PAR Part IITotal score/100 x 30
30 30 30 30 30 30
2. Delinquency Rate
(using PAR)
Past Due Loans /Accounts + Loans/Accounts under
Litigation)-----------------------------------
Total Loans & Accounts Outstanding
5 5
• 10% and below• 11% to 30%• Above 30%
5.03.00.0
5.03.00.0
5.03.00.0
5.03.00.0
5.03.00.0
SUB-TOTAL 35
III. SOCIAL RELEVANCE (20)
Criteria Formula/Indicators Points
Equivalent Rating MaxRating
Mi S Md L
III. SOCIAL RELEVANCE
1. SOCIAL AUDIT REPORT (SAR)
See Part IV, V, & VITotal score/40 x 14% x 100
14 14 14 14 14 14
2. Programs / Activities that benefitted itsmembers
• 4 or more programs/ activities
• 3 programs/activities• 2programs/activities• 1 program/activity
2
221
210
2
10
2
3. Direct EmploymentGeneration
• 10 and above employees• 7-9 employees• 4-6 employees• 3 employees• 2 employees
2
21
21
210
210
2
Criteria Formula PointsEquivalent Rating Max
RatingM S Md L
4. Gender and Development
a. Presence of any of the ff.:
• GAD Focal Person• GAD Committee• GAD Budget; • GAD program; • GAD implementation
1 1 1 1 1 1
b. Presence of male and female in the BOD, Committees andManagement Staff
YesNo
1
10
10
10
10
1
Sub-total 20
III. SOCIAL RELEVANCE (20)
IV. AWARDS AND RECOGNITION (6)
Criteria Formula PointsEquivalent Rating Max
RatingM S Md L
Recognition/Citation
received
Awards and recognition received for the past three (3) years (Citation for exemplary performance e.g. competition/search)
5 6
• International Awards received (including ISO Certification)
• Local Awards received National Award
• Awardee• Nominee
Regional Award (Provincial, City, Mun., Barangay, Purok)
312
312
1
311
1
311
SUB-TOTAL 6
GRAND TOTAL 100