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
NATCCOs Education and Training

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'; 4% Others; 5%
Consumers; 5%
Services; 5%
Producers; 5%
Savings and Credit; 11%
Multi-Purpose Cooperatives; 65%

Distribution of Cooperatives by Asset Size

Medium; 7% Large; 2%
Small; 16%

Micro; 75%

Assets and Numbers

Categor
y

Assets
146

Numbe
r
18,350

Micro
coops
(3Million
below)

Small
Coops
(3-15
Million)

Medium
Coops (15100 Million)

Large
Coops
(over 100
Million)

P7.44B P17.5 B P39.15 B P81.89

B
5%
12%
27%
56%
13,477

3,231

1,347

295

73.4%

17.6%

7.3%

1.6%

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

Mediation and
Conciliation
Committee

Ethics
Committee

Credit
Committee

Manageme
nt

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

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

Coop Management &

Governance

Board of Directors, General Manager

Financial Management

Board of Directors, Treasurer

Conflict Management

Board of Directors, Ethics Committee,

Mediation and Conciliation
Committee

Parliamentary Procedures

Board of Directors, Secretary

Leadership & Values ReOrientation

Board of Directors, Election

Committee, Ethics Committee,
Mediation and Conciliation
Committee, General Manager

Strategic Planning

Board of Directors, General Manager

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

Non-accountants

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 SECTORS

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 cooperatives;

IV.An National integrated Cooperative 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 pilot-tested
The Social Audit instrument is about to be
pilot-tested
A coop led self-regulated accreditation &

NATCCOS 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!!!