AMNERIS Gabriel
Chairperson, NATCCO, Philippines
Country Report on Initiatives on HRD
ICA-ROAP HRD Committee Meeting
OUTLINE
• Philippine Cooperative Sector
• Legal Mandate re Budget for Education and
Training and Organizational Structure
• Mandated Training Program for Coop Officers
• Education Component of the 10 Year Strategic
Direction agreed during the National Coop
Summit
• NATCCO’s Education and Training Programs
Philippine Coop Sector
• No. of coops :
22,133
• Individual Members : 10 Millions
2012 State of the Coop Sector by the CDA Chair during the 10/2012 National Coop Summit
Distribution of Cooperatives by Type
Marketing',
3.59%
Consumers,
4.96%
Services, 5%
Others, 5.22%
Producers, 5%
Savings and
Credit, 11.23%
Multi-Purpose
Cooperatives,
65%
Distribution of Cooperatives by Asset Size
Medium
6.74%
Large
1.62%
Small
16.60%
Micro
76%
Assets and Numbers
Small
(3Million
below)
Coops
(3-15
Million)
Medium
Coops (15100 Million)
Large
Coops (over
100 Million)
Assets
146
P7.44B
P17.5 B
P39.15 B
P81.89B
%
5%
12%
27%
56%
Number
18,350
13,477
3,231
1,347
295
73.4%
17.6%
7.3%
1.6%
Category
Micro
coops
COOP STRUCTURE AND
ALLOCATION FOR EDUCATION
• Structure: Responsible Center for the
Education of Members
• Budgetary Allocation: Allocation from the Net
Surplus
• Education Programs for the Members and
Potential Members
General Assembly
Election
Committee
Audit
Committee
Board of Directors
Education
Committee
Ethics
Committee
Mediation and
Conciliation
Committee
Credit Committee
Management
RULE 7. Functions, Responsibilities and
Training Requirements of Directors,
Officers and Committee Members
• Section 4.1.3. The Vice Chairperson shall:
b. To act as ex-officio Chairperson of the
Education and Training Committee
RA 9520. Article 86.
Order of Distribution of Net Surplus
• 2) An amount for the education and training
fund, shall not be more than ten per centum
(10%)of the net surplus. The bylaws may
provide that certain fees or a portion thereof
be credited to such fund. The fund shall
provide for the training, development and
similar other cooperativeactivities geared
towards the growth of the cooperative
movement:
Target Participants and Education
Programs
• Incoming Members
– Pre-Membership Education Seminars
– Video developed by the Cooperative Education
Forum to standardize the PMES of cooperatives
MANDATED
TRAINING
PROGRAMS
• Legal Framework: Mandatory Training
Programs for the Officers of the Cooperatives
• Budgetary Allocation: Allocation from the Net
Surplus
• Education Programs for the Leaders and CEO
– Competency Courses developed by ACCU
– Program on Professionalization of Cooperatives
RULES AND REGULATIONS
IMPLEMENTING CERTAIN
PROVISIONS OF THE PHILIPPINE
COOPERATIVE CODE
(RA 9520)
Rule 7. Functions, Responsibilities and
Training Requirements of Directors,
Officers and Committee Members
Section 5. Training Requirements for the Officers of the
Cooeprative. Officers of the cooperative shall be required
to undergo necessary training conducted by the
cooperatives, federations and/or other training institutions
duly accredited by the Authority. The training program
should contain the minimum requirements in the
module/curriculum as prescribed by the Authority. The
initial courses or any equivalent thereof must be
unertaken.
A. Compliance Seminars for Coop Officers
(Rule 7-Sec.5 of IRR for RA 9520)
Course Title
Required for the ff. Officers:
1
Basic Coop Course
Board of Directors, Secretary,
Treasurer, Election Committee, Audit
Committee, Ethics Committee,
Mediation and Conciliation
Committee, General Manager
2
Coop Management & Governance
Board of Directors, General Manager
3
Financial Management
Board of Directors, Treasurer
4
Conflict Management
Board of Directors, Ethics Committee,
Mediation and Conciliation
Committee
5
Parliamentary Procedures
Board of Directors, Secretary
6
Leadership & Values Re-Orientation
Board of Directors, Election
Committee, Ethics Committee,
Mediation and Conciliation
Committee, General Manager
7
Strategic Planning
Board of Directors, General Manager
8
Audit Management
Audit Committee
A. Compliance Seminars for Coop Officers
(Rule 7-Sec.5 of IRR for RA 9520)
Course Title
Required for the ff. Officers
Records Management
Audit Committee 24-26
9 Records Management Audit Committee, Election
Committee, Ethics Committee,
Mediation and Conciliation
Committee, Secretary, Treasurer
10.
Entrepreneurial and Bus.
Management
General Manager
11.
Basic Accounting for Nonaccountants
Treasurer, Audit Committee
12.
Internal Control
Audit Committee
13.
Rules Formulation
Election Committee
14.
Cooperative Standards
Treasurer, Audit Committee, General
Manager 39-40
9.
Section 6. Compliance. The training is required for all cooperative
officers. In cases where the incumbent has not undergone the
required training program, he/she shall undergo such training within
twelve (12) months from the effectivity of this rule. Non-compliance
with the required trainings shall be considered grounds for
disqualification for future election or appointment until such time
that he/she has complied with all the trainings required for the
position.
Section 7. Duration of Trainings Attended. All trainings attened by
cooperative officers shall be considered valid compliance with the
intent of this Rule for a period of five (5) years from date of issuance
of the Certificate of Training. After which, they shall be required to
undergo re-training of the same.
10TH NATIONAL CO-OPERATIVE
SUMMIT AGREEMENTS
THE COOP SECTOR’S
10-YEAR STRATEGIC DIRECTION
Strategic Choices
I.
An Integrated Co-op Financial System
II. Integrated Co-op Marketing System
III. The transformation of public utilities and services
into environment-friendly, safe, efficient,
sustainable and genuine co-operatives;
IV. An National integrated Co-operative
Advocacy, Education and Information
System
UPDATE ON Strategic
Choices
1. An Integrated Co-operative Education System
– Coop Education Forum (CEF), the structure organized
for an integrated and holistic education system
– CEF contributed in the formulation of Coop Education
& Training Standards, Social Audit and Performance
Audit
– The Performance Audit instrument is now being pilottested
– The Social Audit instrument is about to be pilot-tested
– A coop led self-regulated accreditation & certification
system is yet developed
NATCCO’S EDUCATION, TRAINING
AND CONSULTANCY PROGRAMS
DEVELOPING THE MODULES FOR THE CONTINUING EDUCATION OF THE
INDIVIDUAL MEMBERS OF THE COOPERATIVES
BUILDING THE CAPACITIES OF THE OFFICERS AND MANAGEMENT OF THE
COOPERATIVE
BUILDING THE CAPACITIES OF THE YOUTH AND CHILDREN THROUGH
AFLATOUN, AFLATEEN AND LABORATORY COOPERATIVES
Integration of Social and
Financial Education in the
school Curriculum
EDUCATION FRAMEWORKS
DEVELOPED BY THE ASIAN
CONFEDERATION OF CREDIT
UNIONS AND ADOPTED BY NATCCO
Designed for Board and Managers of the Cooperatives
Credit Union
Directors
Competency
Course
Credit Union
CEOs
Competency
Course
Training Modules developed by ACCU
adapted by the Federation
Quality Leadership Ensures Credit Unions
Sustainability
INVOLVED and ACTIVE BOARDS ensure the delivery of
excellent services by the credit coops.
10 modules – 32.5 hrs.
Optimizing CEO Performance
for Sustainable Credit Unions
CEO or MANAGER is the singular
organizational position that is
primarily responsible to carry out the
strategic plans and policies as
established by the Board of Directors
10 modules (40 hrs.)
CUDCC Modules
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Credit Unions in the Marketplace
Board Duties and Responsibilities
Strategic Planning
Marketing Credit Union Services
Financial Management and Analysis 1
Human Resource Management
Legislative Compliance and Board Responsibilities
Credit Management
Good Cooperative Governance
Board Assessment and Development
• Customer Relations Management
• Financial Management and Analysis 2
CUCCC Modules
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Credit Unions in the Marketplace
CEO Roles and Competencies
Strategic Thinking
Credit Union as Wealth Creation Advisor to Members
Customer Relations Management
Human Resource Management
Risk Management
Financial Management and Analysis 1
Good Cooperative Governance
Legislative Compliance and CEO Responsibilities
• Financial Management and Analysis 2
Board Development and Performance
Evaluation
1.Decision Making
2.Advisory Function
3.Trustee Function
4.Participation Function
5.Symbolic Function
Other Courses developed by ACCU
• Governance Framework for Credit Unions
(2009)
• Financial Literacy for Credit Union
Members
(2010)
• Loan Officers Competency Course (2011)
• Audit/Supervisory Committee
Competency Course (2012)
THANK YOU!!!