Management Performance Tools for cooperatives
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Transcript of Management Performance Tools for cooperatives
Management Performance Tools for Cooperatives
Rule 8, Section 2 of the Implementing Rules
and Regulations of PA 9520 specifies the
submission of the following reports:
1. Cooperative Annual Performance Report (CAPR); 2. Social Audit Report including its program of activities in pursuance of its socio-civic undertakings showing its achievements and end of every fiscal year; 3. Performance Report; 4. Audited Financial Statements duly stamped "Received " by the BIR; and 5. List of Officers and Trainings Undertaken /Completed.
Section 3. Additional Reports for Federations and
Unions. Federations and Unions shall submit to the
Authority the following additional reports:
1. List of cooperatives which have remitted
their respective Cooperative Education
and Training Funds (CETF);
2. Business consultancy assistance to
include the nature and cost; nd
3. Other training activities undertaken
specifying therein the nature,
participants, and cost of each activity
I. Social Audit
1. Organizational 15
2. Membership 35
3. Staff 10
4. Cooperation Among Cooperatives 10
5. Community and Nation 25
6. Network, Alliances & Linkage 5_
100_
Reference MC 2013-16
3a. Adequacy of Internal Control 3b. Financial Ratios Profitability Performance 30 Institutional Strength 20 Structure of Assets 25 Operational Strength 25 TOTAL 100
Comprises of two documents namely: Cooperative
Performance Questionnaire and Performance Audit
Report Reference MC 2013-15
PESOS Portfolio Quality Efficiency Stability Operations Structures
of assets
micro small medium Large Feder
ation
Union CDO Leader
Eligibility Criteria
• Must have a NETWORTH of:
• Micro Scale Category - Below 10 Million
• Small Scale Category - 10 Million to Below 50 Million
• Medium Scale Category - 50 Million to Below 100 Million
• Large Scale Category - 100 Million and above
BEST in Environmenta
l Protection and
Conservation
BEST in Community Involvement
and Development
BEST in Cooperative
Solidarity and Partnership
BEST in Membership Growth and Expansion
PEARLS • Protection • Effective Financial Structure • Asset Quality • Rates of Return • Liquidity, and • Signs of Growth
CAMEL
• CapitaL • Asset Quality • Management • Earnings and Assets • Liability Management
Balanced Score Card