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Simple Bookeeping

The document summarizes a proposed orientation seminar on simple bookkeeping and financial management for people with disabilities (PWDs) in Bontoc, Philippines. The seminar will train 16 PWD organization members and municipal staff on basic bookkeeping, marketing skills for meat processing, credit collection programs, and new ideas to improve cash flow. It will take place on November 10, 2022 at Pearl Café and cover topics like simple bookkeeping, credit management objectives, and collection policies and procedures. The event aims to help PWDs better manage their livelihood projects and businesses funded by government or private sources.

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Maria Codeo
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Download as DOCX, PDF, TXT or read online on Scribd
18 views

Simple Bookeeping

The document summarizes a proposed orientation seminar on simple bookkeeping and financial management for people with disabilities (PWDs) in Bontoc, Philippines. The seminar will train 16 PWD organization members and municipal staff on basic bookkeeping, marketing skills for meat processing, credit collection programs, and new ideas to improve cash flow. It will take place on November 10, 2022 at Pearl Café and cover topics like simple bookkeeping, credit management objectives, and collection policies and procedures. The event aims to help PWDs better manage their livelihood projects and businesses funded by government or private sources.

Uploaded by

Maria Codeo
Copyright
© © All Rights Reserved
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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the Philippines

Mountain Province
MUNICIPALITY OF BONTOC
MUNICIPAL DISABILITY AFFAIRS OFFICE

I. GENERAL INFORMATION

A. Title of Activity: Simple Bookkeeping and Financial Management


Orientation/Seminar

B. Proponent: MDAO

C. Target Participants: 16 PWDs Organization- 30


MDAO Personnel - 2
Speaker - 2___
34
D. Venue: Pearl Café
E. Date of Implementation: November 10, 2022
F. Funding Source: MLGU
G. Budget: P13,320.00

II. BACKGROUND AND RATIONALE:

The Municipal Disability Affairs Office facilitated the organization in


each barangay in order to come up with livelihood projects, managed by
them or their representatives. The projects are either government funded
or privately funded. Some were given to an Organization as recommended
by the MDAO based on the level of the need. An example of this is the
wheel chair repair services funded by DOLE. These PWDs were oriented
with Simple Bookkeeping to teach them how to manage the financial
aspect of the business. Its operations are being monitored by the MDAO
staff to ensure the sustainability of income.

At present, there are project proposals of the different PWD


organizations lodged at the Office of the Municipal Agriculture. Most
projects proposed for funding is the livestock raising. Based on data
gathered, backyard livestock raising is common to every household and
this is the easiest way for PWDs to venture on.

In this considerations, that prior to approval of funding of the


proposals, it is deemed necessary that the proponents be oriented and
capacitated with project management in order to ensure the profitability
and sustainability of the projects. Thus, there is a need for a system which
will ensure close collaboration between the grant of credit and its
collection.
OBJECTIVES:

The training endeavors to enable the participants to:

a. Know the basic bookkeeping;


b. Marketing skills of meat processing;
c. Operate a complete collection program with increased confidence
and;
d. Acquire new ideas for immediate use in the reduction of bad debts
and improvement of cash flow.

III. ACTIVITY METHODOLOGY:

The training will be conducted through methodologies that the


speakers deemed applicable, practical and fitting for non-accountants.
Considering their common backgrounds, they may utilize materials and
approaches to include power points presentation, classroom type
presentation, discussion, and bookkeeping forms and hand on exercises.

Questions will be entertained on the basis of the terms set by the


lecturers. The outputs tasked to the participants will be presented for
critiquing.

IV. Training-Implementation-Time-Frame:

November 10, 2022


8:30 – 8:40 Registration - Ms. Jasmin
8:41 – 9:00 Preliminaries
Invocation – Ms. Mary Fabaan
Acknowledgment of Participants – Maria Codeo
Overview of the Seminar – Maria Codeo
9:00 – 10:30 Simple Bookkeeping
10:31 – 10:45 Health Break
10:46 – 12:45 Credit Management: Objectives and Importance
12:00 – 1:00 Lunch
1:00 – 5:00 Collection Policies and Procedures

V. DETAILED FINANCIAL REQUIREMENTS:


No. of unit
PARTICULARS Qty unit AMOUNT
days price
Meals & Snacks (for 2 days)
Lunch 34 1 Pax 220.00 7,480.00
AM Snacks 34 1 Pax 90.00 3,060.00
PM Snacks 34 1 pax 90.00 3,060.00
TOTAL 13,600.00
VI. OUTPUT

After the training on simple bookkeeping and practical credit control,


the participants are expected to perform their duties and responsibilities
based on proper credit management. They are also expected to make
credit as an integral part of agricultural business venture for rich
investment and high productivity.

Prepared by: Noted by:

MARIA P. CODEO ARCELLI SHANE I. BAYANOS


MDAO MSWDO

Approved:

JEROME B. TUDLONG, JR.


Municipal Mayor

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