CDA MC 2013-16

2. General Information:
• Name of Cooperative as of the latest
amendment:
• Present Address of Cooperative
• Type of Cooperative
• Re-registration No.

3. ORGANIZATION (15 points)
Objective: This measure the
cooperative’s observance of the
importance of having the Vision, Mission
and Goal as its foundation. It also looks
into the presence of Code of Governance
and Ethical Standards and feedback
mechanism and how it is being
developed and implemented.

4. A. Vision, Mission and Goals (4)
1. Cooperative Vision, Mission and
Means of Verification
Goals (VMG) Written Vision, Mission and Goals
Indicate the VISION Statement: (VMG)
__________________________ General Assembly resolutions;
__________________________
Minutes of Meeting
__________________________
Indicate the MISSION Statement:
VMG Clearly define the
__________________________
social responsibilities of 2
__________________________
__________________________ the coop
Indicate the GOALS: VMG is approved by the 2
__________________________ GA
__________________________ Less 0.5
__________________________ Absence of a Vision, a for
Mission or a Goal absence
Approval of the VMG by the General of any
Assembly, specify
Date:_____________
4 points

5. B. Code of Governance and
Ethical Standards Means of Verification
Yes or Code of Governance and
No Code of Conduct and
With Cooperative 1 Ethical Standards
Code of
Governance? Report of Activity
With Code of 1
Conduct and
Ethical Standard
Are all the key 1
players of the
cooperative
involved in its
3 points
devt?

6. C. Feedback mechanism (8)
1.With approved policy on feedback Means of Verification
mechanism
Manual of policies, Board
YES ( )
Resolutions or minutes of BOD meeting
NO ( )
2.Presence of Mechanisms to gather
Activity reports;
feedbacks:
Consolidated reports on feedbacks,
suggestions, etc of members
Yes If yes,
or indicate
No tools/ Feedback tools/instruments
instruments Sample tools:
 Membership meeting
 Area consultations
Members 1  Suggestion & grievance box
Example  Telephone logbook
Officers 1
 Email/internet/social network
 Correspondence/mail/SMS
Staff 1
 Freedom board
 Etc.
4 points
Other persons
/institutions

7. 1.Get the number of feedbacks received
and acted upon;
3.Feedback acted
2.Divide the number of feedbacks acted
upon upon over the number of feedbacks
received and multiply by 100 to get the
percentage;
No. of feedbacks 120
received Feedbacks acted upon
___________________x100
Feedbacks received
No. of feedbacks 110
acted upon 90% - 100% are acted upon 4
Percentage 91.66 70% - 89% are acted upon 2
50% - 69% are acted upon 1
Below 50% are acted upon 0
4 points

8. Summary: Organization
4 Vision & 4 Code of
Governance
3 Feed back
4 Feed
back Acted
Mission & ethical Std
Mechanism
Upon
15 points

9. 35 points

10. II. Membership
Objective: To determine the
effectiveness of the cooperative
in meeting the needs of its
members, thereby promoting
their economic upliftment and
empowerment

11. A . Asset Building (12 For single purpose
points)
# of members who patronized
1. Economic Participation of members (2)
1.1 Number of members who patronize the The service of the cooperative
services of the cooperative __________________________x100
For Single Purpose Total number of members
Number of members 100 (regular +associates
who patronize the whether MIGS or not)
cooperative services
Total number of 50% - 100% 2
150 30% - 49% 1.5
members
Percentage 20% - 29% 1.0
66.66%
10% - 19% .5
Means of Verification Below 10% 0
Schedule of patronage Refund
Registry of members
2 points

12. A . Asset Building (12 For multi-purpose
points) 1.Get the total number of members who
Number of 3 patronize for every service of the
cooperative
cooperative services 2.Get the average by adding all the
Number of members’ number of members per service and
patronage per service of divide by the total number of services of
the cooperative
cooperative
A. Credit 100 Average # of members who
patronized the service of the coop x 100
B. Consumers 100 Total number of members
C. Trading 100
50% - 100% 2
Total number of 300 30% - 49% 1.5
members
20% - 29% 1.0
Average 100 10% - 19% .5
Total # of members 200 Below 10% 0
Percentage 50%
2 points

13. 2. Ownership Participation 1.Get the increase:
through Capital Build Up (6
Current # of members of with
points) additional share-
Previous # of members with
2.1 Increase in the number of existing additional share
members with additional share capital
Increasing – 1.5 points
YEAR No. of existing Status quo – 1 point
members with Declining – 0 point/
additional share
capital Means of Verification
Current Year 200 Schedule of Paid up
Previous Year 180 capital (year under
audit & preceding
Inc/Dec Increase year)
1.5 points

14. Get the increase:
A . Ownership
Participation through Current # of members of with
additional share-
Capital Build Up (6 points) Previous # of members with
additional share
2.2 Increase in amount of
Increasing – 1.5 points
share capital Status quo – 1 point
Declining – 0 point
YEAR Amount Means of Verification
of share
capital Schedule of Paid up
Current Year P 300,000 capital (year under
audit & preceding
Previous Year P 250,000 year)
Inc/Dec Increase 1.5 points

15. 1. Get the Increase:
A . Ownership
Participation through # of members with additional share,
current year -
Capital Build Up (6 points) # of members with additional share,
previous year
2.3 Increase in number of
existing members with Increasing – 1.5 points
Status quo – 1 point
increased deposits Declining – 0 point
YEAR # of Existing
members with Means of Verification
Increase Deposits
Current Year 300 Schedule of deposits
liabilities (year under
Previous Year 250 Audit & preceding year)
Inc/Dec Increase
1.5 points

16. A . Ownership 1.Get the Increase:
Participation through
# of members with additional
Capital Build Up (6 points)
share, current year -
2.4 Increase in amount of # of members with additional
deposits share, previous year
YEAR #Amount Increasing – 1.5 points
of Status quo – 1 point
Deposits Declining – 0 point
Current Year P 100,000
Previous Year P 80,000
Inc/Dec Increase
1.5 points

17. 3. Members Economic
Growth (4) 1. Survey at least 5% -
10% of Members in Good Standing but in
no case it should be less than 30 individual
3.1 Upliftment of the lives respondents identified through random
sampling;
of the members: 2. Tabulate and analyze data;
% % % 3. Give points:
Increase Decrease No
Change Means of Verification
Income 1 Survey result/ questionnaire
1 Increase in income 1
Livelihood
Increase in 1
Livelihood
Savings 1 Increase in Savings 1
Assets 1
4 points Increase in Assets 1

18. B. Members Governance 1. Count and give points:
(10 points)
3 or more information facilities = 2
1.Information facilities, Below 3 information facilities = 1
please check:
Means of Verification
Newsletter; publication;
Newsletter Website;
Flyers;
Telecommunication 1 Reports of activities;
(telephone, fax, CP, etc
bulletin board;
Bulletin, flyers, primers, 1 Membership meeting minutes;
brochure, etc Etc
Website/Social Network, etc 1
Others, specify
2 points

19. 2. Members participation, please 1.Get the result per item using
indicate the number and the following denominator:
percentage NUMERATOR DENOMIRATOR
YEAR # Members 1. a. Number of
Participated Members voted in Total # of
1. Members participated in the Election
members in
the election of officers and 1. b. Number of good standing
approval of Development members
Plan & Budget during GA 120 (MIGS)
participated in the
2. Members attended Approval of Devt
membership meeting/ Plan & Budget during
150 GA/ Representative
consultation /forum
Assembly
3. Members participated in
membership events (e.g. tree 2. Number of Target member as
planting, medical Members attended indicated in the
mission, etc) 50 membership Plans or programs.
meeting/ In the absence
Average # of members Part 107 consultation/ forum thereof, use the
Target # of existing total no. of
member existing member
200
Accomplishment 54%

20. 2. Members participation, Continuation -
1.Get the result per item using the
please indicate the number following denominator:
and percentage 2.Get the average.
50%-100% of the
Means of Verification average membership 2
GA attendance/ Ex Participated
consultation/ 54% 25- below 50% of the
meetings average membership 1
participated
Development plan
Registry of members Below 25% of the
average membership 0
2 points participated

21. 3.Members’ feedback (6) 1. Survey at least 5% - 10% of Members in
Good Standing but in no case it should be
less than 30 individual respondents
3.1 Members’ perception in airing identified through random sampling
their ideas, feedbacks, and opinion 2. Tabulate and analyze
Check 3. Get the rating:
Easy 80% 2 Easy Check
90% - 100% answered easy 2
Difficult 20% 70% - 89% answered easy 1.5
50% - 69% answered easy 1
3.2 Members’ satisfaction on the
Below 50% answered easy 0
action made on their feedbacks
Check
1 Satisfaction Check
90% - 100% are satisfied 2
Satisfied 60%
70% - 89% are satisfied 1.5
Not Satisfied 40% 50% - 69% are satisfied 1
4 points Below 50% are satisfied 0

22. 1. Survey at least 5% - 10% of Members in
3.3 Members’ satisfaction on Good Standing but in no case it should be
less than 30 individual respondents
Services identified through random sampling
2. Tabulate and analyze
Check 3. Get the Rating
Satisfied 75% Satisfaction Check
2
90% - 100% are satisfied
Not 25% 70% - 89% are satisfied 1.5
50% - 69% are satisfied 1
Satisfied Below 50% are satisfied 0
2 points

23. Members’ Benefits (3) 1. Determine the activities/ programs
1. Presence and percentage of and indicate if yes or no.
2. With available members’ social
members benefitting from the
benefit programs, give 1 point.
members’ social benefit
3. On the percentage of members
program/s benefitting from program/s:
Yes or # of members
Member’s Benefit No benefiting No. of members benefited the program
Program from the Total No. of members
program
Group insurance 1 30% 2o% - above 2
Medical & health 1 30%
assistance benefit
10% to below 20 % 1
Educational Below 10% 0
Assistance
Means of Verification
Burial assistance 1 10%
/aid Audited financial statements with
notes (expenses)
Others, specify Activity Report or any similar
Average 23% documents

24. Members’ Education (10 points) If YES, full points.
For the number of trainings conducted:*
1. Provision of education to members
1.Get the training conducted/attended by
(5)
the cooperative, target and actual number
1.1 Presence of continuing of training; (Target=12; Accom=14)
education program that contribute to
human development of members 2.Compute and get the rating:
2*
(values, principles, ethics, practices,
citizenship, livelihood/skills training) 6 – above trainings 2
4 - 5 trainings 1.5
YES ( ) 2 - 3 trainings 1
NO ( ) 1 0 -1 trainings 0
Means of Verification Activity/terminal reports;
Attendance sheets;
Developmental plan;
Education and Training Program;
EDCOM Calendar of Activities;
Report on trainings;
Certificate of
attendance/
participation
3 points
2 * For the number of trainings conducted:

25. 1.2 Implementation of education
For the number of members
program (4)
attended the training:**
Get the sum of the average members attended
Continuing Education # of Training # of Members per training indicated above. Denominator of
& Training Program conducted * Attended ** each indicator is the number of members per
target/ plan
Per
Continuing Educ & Target/P Per LARGE
Actual Target Actual
Training Program lan /Plan 50% - 100% 2
Values Education 30% - 49% 1
Coop Principles &
Below 30% 0.5
Practices
Citizenship
MEDIUM
Ethics 30% - 100% 2
Entrepreneurial 15% - 29% 1
skills
Below 15% 0.5
Leadership
SMALL/MICRO
Financial
20% - 100% 2
Financial
Others : Specify 10% - 19% 1
Below 0% 0.5
2 ** # of Members Attended

26. 2.Leadership Development If the answer is YES, give 1 point.
Program (5)
1. Identify the programs for leadership
2.1 Presence of leadership program for development;
cooperative officers 2. Count and give rating;
YES ( )
NO ( )
1 3 – above programs - 2
1 – 2 programs - 1
2.1.1.Implementation of program for
cooperative officers
Leadership Devt Program Check Means of Verification
Implemented Developmental plan;
• Executive retreats 1 Education and Training Program;
/reflection session EDCOM Calendar of Activities;
• Succession planning 1 Report on trainings;
Activity/terminal reports;
• Immersion (OJT) Attendance sheets
• Leadership Session
• Others specify
1 3 points

27. 1. Identify the mandatory trainings
2.1.2.Mandatory Trainings attended/conducted;
for cooperative officers 2. Count and give rating;
Conducted/ Attended 3 – above programs - 2
Mandated Trainings # of 1 – 2 programs - 1
Officers
Conducted/Attended trained Means of Verification
Basic Coop Course 20 Developmental plan;
Coop Mgmt & Governance 10 Education and Training
Program;
Financial Mgmt 5 EDCOM Calendar of
Policy Devt Activities;
5
Trainings/Activity/
Leadership & Value 20 terminal reports;
Attendance sheets;
Reorientation Certificate of
Ref. MC 2011-27 participation
Dated Dec. 22, 2011 2 points

28. 12
Asset Building
Membership 10 Members
Governance
35
3 Members
Benefit
10
Members
Education

29. To measure the cooperative’s initiatives for
employees’ welfare and development.
MPAPC Feb 18th 2013

30. Staff and Employees The coop follow the standardized
Salary Scale , give full points.
(10)
The cooperative is compliant to
other labor standards as provided,
give 1 point.
1.Compensation (2)
NWPC P 253 Daily
1.1Standard Salary
prevailing within the 1
locality, specify:
Means of Verification
1.2 Other labor standards
(i.e. PAGIBIG, SSS, BMBE Exemption
Retirement, Philhealth) 1 Regional Wage/Salary Standards; HR
policy
Certificate of Remittances
2 points

31. 2. Benefits (2) The cooperative provide
monetary incentives /benefits
2.3 Monetary benefits for to employees/staff, give full
staff/employees, specify:
(e.g. Leave credit (convertible to 1 points 1.
cash), performance bonus, nth
month pay, etc)
The cooperative provide non-
_____________________________ monetary incentives/ benefits
_____________________________ to employees/staff, give full
points, 1.
2.3 Non-monetary benefits for
staff/employees, specify:
(e.g. HMO, rice subsidy, uniform, Means of Verification
etc) 1 HR policy
_____________________________
_____________________________ Payroll
_____________________________ Disbursements
Summary reports
2 points

32. B. Employees Support Get the number of support
Program (3) programs and give rating;
1. Presence of the 3 – up programs 3
following support program: 2 programs 2
1 program 1
Support Program Check
Employee Development Means of Verification
Committee/Council HR policy
Insurance Protection program / Activity reports
Grievance mechanism AFS
Awards and recognition / Performance
Continuing Education program / Evaluation report
(scholarship, seminar,
trainings, etc)
Social, cultural & sports
programs
Others, specify
3 points
MPAPC Feb 18th 2013

33. C. Work Environment (3)
1. Presence of adequate logistical 1.Identify and check
support and conducive working important elements
environment
available in the
CHECK
ELEMENTS workplace;
Properly ventilated working area
Appropriate equipment & devices
2.Count and give
are available to perform work rating:
Design of office equipment &
devices to fit the users
Basic facilities to address employees 1 4-up elements 3
necessity are available (e.g. comfort 2-3 elements 2
rooms, pantry, health & maternal 1 element 1
clinic, etc.)
Health & safety working space 1
Others, specify:
2

34. 10

35. IV. COOPERATION AMONG
COOPERATIVES (10 POINTS)
Objective: This measures the cooperative’s
extent of participation with federations
/unions and other cooperatives

36. A. Membership and affiliation (4 If affiliated to a
points) federation or union,
1. Affiliation and participation
give full points.
1.1 Federation:___________ 1
1.2 Union: ______________ With financial
1 support service/s - 1
2. Support Services With non-financial
(projects/activities) to federation or
union other than the patronage of
support service/s - 1
their core business:
2.1 Financial, specify: ____ 1 Means of
2.2 Non-financial, Verification
specify: _____ 1 Certificate of
membership/ affiliation
Official Receipts; vouchers
4 points

37. B.CETF due to
federation / union (2)
Support Program Check
Support Program Check
Full payment of CETF 2
Amount allocated Partial payment 1
for the audit
period Non-payment 0
Amount remitted
for the audit
period Means of Verification
Official Receipts; vouchers
2 points

38. C. Cooperative Alliance,
Linkages, Networks (4) Business partnership
3 and above partnership
2
1. Inter-Cooperative 2 business partnership
1
Partnership 1 business partnership 0
Name of Business Non
Coop Partnership Business
Non Business
Specify Partnership partnership
Joint Mentoring
3 and above partnership
venture 2
Marketing Coaching 2 business partnership
Coop
1
Products 1 business partnership 0
Rice
Trading
4 points

40. V. COMMUNITY AND
NATION (25 POINTS)
Objective: To determine the extent
of community involvement and
contribution of the cooperative

41. A. Contribution to national and Nation Building Programs With
community development programs approved
(15 points) programs
Sports Program
1. Presence of approved
Projects/programs 8 Public Issues
Reduce child mortality
Nation Building Programs With Improve maternal health
approved
programs Health and sanitation
Peace and Order Combat HIV/AIDS, malaria and
Eradicate extreme poverty and other diseases
hunger (livelihood program for non Ensure environmental
members) sustainability (disaster & risk
Achieve universal primary reduction program; tree
education (donations to school planting; river and coastal
construction, of books, DEPED’s clean up; etc)
program) Develop a global partnership
Promote gender equality and for development (e.g.
empower women internationally funded program)
Culture, Tradition and History Youth Development Program
(patriotism, love of country, etc) Others, specify

42. A. Contribution to national 1.Identify the approved program/s as
and community part of its contribution to the national
and community development
development programs programs
(15 points)
2.Count the programs and give rating:
Means of Verification For large and Medium Coop
8 - above approved projects/ 8
Minutes of Meetings; projects
Developmental Plans; 6-7 approved projects/ 6
programs
Activity reports; photos;
4-5 approved projects/ 4
disbursement vouchers;
similar documents programs
2-3 approved 2
AFS; MOU; Minutes of projects/programs
meetings; activity design 1 approved program 1
8 points

43. Program
implementation for 100% 7
Large and Medium implemented
Programs # of Non Resources 80%-99% 5
Implement member
Beneficiaries
Applied implemented
ed for
MDGs
60% - 79% 3
implemented
40% - 59% 2
implemented
below 40% 1

44. A. Contribution to national
and community 1.Identify the approved
development programs program/s as part of its
(15 points) contribution to the national and
community development
programs
Means of Verification 2.Count the programs and give
rating:
Minutes of Meetings; For Micro & Small
Developmental Plans; Cooperative
5 - above approved projects/ 8
projects
Activity reports; photos;
3-4 approved projects/ 6
disbursement vouchers; programs
similar documents 4-5 approved projects/ 4
programs
AFS; MOU; Minutes of 2 approved projects/programs 2
meetings; activity design 1 approved program 1

45. 2. Programs
implemented: For Micro & Small
Cooperative
100% 7
Programs # of Non Resources implemented
Implement member Applied
80%-99%
ed for Beneficiaries 5
MDGs implemented
60% - 79% 3
implemented
40% - 59% 2
implemented
7 points below 40% 1

46. A. Responsiveness to Gender,
Elderly, Youth and Person with If the answer is YES, full points
Special Needs (PWSN)
Give 1 point for the program
1. Plans and programs implemented for every social
sector
1.1. Presence of approved policy 2
YES ( )
NO ( )
Means of Verification
Board Resolutions; Minutes
Specify policy:
______________________________ of GA/BOD meeting
______________________________ Activity reports; pictures;
4 other similar documents
1.2. Program implemented, specify:
_____________________________
_____________________________
_____________________________
6 points

47. 1. Get the quotient.
B. Community
Outreach Total No. of members
Working population
1. Number of members Note: working population (issued by
NEDA)
over working population in
the area of operation 2. Get the rating
30% above 4
Total number of 20% to below 30% 3
members 10% to below 20% 2
Total number of working Below 10% 1
population in the area Means of Verification
of operation Registry of members
AC/BL
NEDA/NSO Publication
NEDA/NSO Website
4 points Commission on Election
Voters lists

48. Contribution to national and community
development programs 15
Responsiveness to Gender, Elderly, Youth
and Person with Special Needs (PWSN) 6
Community Outreach 4
25

49. VI. NETWORK, ALLIANCES
AND LINKAGES (5 POINTS)
Objective: To assess the cooperative’s promotion
of mutual understanding and building
linkages/network with other organizations.

50. A. Collaborative Presence of collaborative
programs/projects (3) programs/projects in any of the
1. Organizations/institutions with given possible partners, give full
existing programs/ projects, points.
please check
t 2 - above programs/ 1.5
Check Type of Name of projects
Institution Institution At least 1 program/ 1
/Organization
project
/Person
No program/ 0
Non-
project
government
organization
(NGO) Means of Verification
Private Handog kalinga
/ Voluntary Contracts
Organization
(PVO)
Memorandum of
/
Cooperative Dagupan CDC Understanding
Development
Council (CDC) to be continued next slide

51. A. Collaborative
programs/projects (3) Means of Verification
1. Organizations/institutions with
existing programs/ projects,
Contracts
please check Memorandum of
Understanding
Check Type of Name of
Institution Institution
/Organization
/Person
Local
Government
Units (LGUs)
Government DAR
/ Organization
(GOs)
/ Business CSI
Organizations
Individual 1.5 points
Others

52. A. Collaborative
programs/projects (3)
2. Implementation of
programs/projects in relation to the
Means of Verification
above collaboration, specify
Activity reports; photos;
Partner Specific disbursement vouchers
Organization Program Attendance sheets; activity
LGU reports
IT
AFS; MOU; Minutes of
NGA Training meetings; activity design
Councils Reso on
Women
PVOs Environment
1.5 points

53. B. Accreditation/
Recognition Cooperative is
1. Accreditation with local
accredited in any local
planning bodies
planning bodies, give full
points
Level Area
Barangay Means of Verification
Municipal/City
Certificate of
Provincial
accreditation/
Regional
recognition; letter of
National commendation
2 points

54. 1. Organizations/institutions
with existing 1.5
programs/ projects
2. Implementation of
programs/projects
in relation to the above
collaboration 1.5
3. Accreditation with local
planning bodies 2.0
5 points

55. 1. Organization 15 points
2. Membership 35
3. Staff and Employees 10
4. Cooperation among 10
cooperatives
5. Community and nation 25
6. Network, Linkages, alliances 5
TOTAL 100

56. For Large and Medium
Cooperatives
For Small and Micro
90 - 100 points :
Outstanding
Cooperatives
80 - below 90 points
Very Satisfactory
70 –below 80 points :
Satisfactory 75 - above points : Outstanding
60 – below 70 points : 65–below 75 points Very Satisfactory
Fair
:
below 60 points :
Poor 50–below 65 points Satisfactory
:
35–below 50 points Fair
:
below 35 points : Poor

57. CDA Region I
Dagupan