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 • • • • • • • • • • 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 • • • • • • • • • • 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!!!