Edited Coop Social Audit Tool
Edited Coop Social Audit Tool
Edited Coop Social Audit Tool
General Information:
A. Name of Cooperative as of the latest amendment:
B. Present Address of Cooperative:
C. Type of Cooperative:
D. Re-registration Number:
E. Vision / Mission & Goals
MAXIMUM
AREAS OF CONSIDERATION RATING/ COMPUTATION/INSTRUCTION POINTS
POINTS
A. Vision, Mission and Goals (4)
1. Cooperative Vision, Mission and Goals (VMG) 4 1. Indicate the Cooperative’s VMG;
2. Check if social responsibility of the cooperative
1.1.Indicate the VISION Statement: is clearly defined;
___________”pls see attached sheet”________________ 3. Give rating:
_______________________________________________
B. Code of Governance and Ethical Standards 3 1. Give one (1) point for every yes answer.
YES OR
NO
With Cooperative Code of Governance?
With Code of Conduct &Ethical Standards?
Are all the key players of the cooperative
involved in its development?
C. Feedback mechanism
YES ( )
NO ( / )
2. Presence of Mechanisms to gather feedbacks: 3 Give 1 point for every positive answer.
MAXIMUM
AREAS OF CONSIDERATION RATING/ COMPUTATION/INSTRUCTION POINTS
POINTS
3. Feedbacks acted upon 4
1. Get the number of feedbacks received and acted
upon;
No. of feedbacks received
No. of feedbacks acted upon 2. Divide the number of feedbacks acted upon over
the number of feedbacks received and multiply by
100 to get the percentage;
2.
A. Ownership Participation
Asset Building (12 points)through Capital Build Up (6)
2.1. Increase Participation
1. Economic in the number ofof Existing(2)members with
members 1.5 1. Get the
For single Increase:
purpose:
additional share capital
1.1. Number of members who patronize the services 2 No. of members of with additional
No. of members share, current-
who patronized
of the cooperative No. of Existing No. of members
the service of the cooperative previous
with additional share,
YEAR Members with ------------------------------------------- x 100
For Single Purpose: Additional Share Increasing –1.5 points
total number of members
Current Year Status
(regular quo – 1 point
+ associates, whether MIGS or not)
Number of members who
Previous Yearthe cooperative Declining – 0 point/
patronized
Increase/decrease
service For multi-purpose:
Total number of members
Percentage 1. Get the total number of members who patronize
for every service of the cooperative
For Multi-Purpose: 2. Get the average by adding all the number of
Number of cooperative services members per service and divide by the total
Number of members’ patronage number of services of the cooperative
per service of cooperative
Total number of members Average No. of members who patronized
Average the service of the cooperative
------------------------------------------------- x 100
Percentage
total number of members
50% - 100% 2
30% - 49% 1.5
20% -29% 1.0
10% - 19% 0.5
below 10% 0
2.3. Increase in number of Existing members with 1.5 1. Get the Increase:
increased deposits
No. of members with increased deposits, current
No. of Existing year -No. of members with increased deposits,
YEAR Members with previous year
Increased Deposits
Current Year Increasing –1.5 points
Previous Year Status quo – 1 point
Increase/decrease Declining – 0 point
Increase in income 1
Increase in Livelihood 1
Increase in Savings 1
Increase in Assets 1
A. Members governance (10 points)
Newsletter 3 or moreinformation 2
Telecommunication (telephone, fax, CP, etc. facilities
Bulletin, flyers, primers, brochure, etc Below 3 information 1
Website/Social Network, etc facilities
Membership Meeting
Others, specify
-
-
Page 4 of 11
2.1. Presence of leadership program for cooperative 1 If the answer is YES, give 1 point.
officers
YES ( )
NO ( )
2.2. Implementation of program for cooperative officers 2 1. Identify the programs for leadership
development;
LEADERSHIP DEVELOPMENT CHECK
PROGRAM IMPLEMENTED 2. Count and give rating;
Executive retreats/reflection session
Succession planning 3 – above programs - 2
Immersion 1 – 2 programs - 1
Leadership Session
Others specify
2.3. Mandatory Trainings for cooperative officers 2 1. Identify the mandatory trainings
Conducted/ Attended attended/conducted;
2. Count and give rating;
MANDATORY TRAININGS No. OF
CONDUCTED/ ATTENDED OFFICERS 3 – above programs - 2
TRAINED 1 – 2 programs - 1
1. Compensation (2)
1.1. Standard Salary prevailing within the locality, 1 The coop follow the standardized Salary Scale ,
specify: _________________ give full points.
1.2. Other labor standards (i.e. PAGIBIG, SSS, 1 The cooperative is compliant to other labor
Retirement, Philhealth) standards as provided, give 1 point.
2. Benefits (2)
2.1. Monetary benefits for staff/employees, specify: 1 The cooperative provide monetary
(e.g. Leave credit (convertible to cash), incentives/benefits to employees/staff, give full
performance bonus, nth month pay, etc) points, 1.
_____________________________
_____________________________
_____________________________
1. Presence of the following support program: 3 1. Get the number of support programs and
give rating;
SUPPORT PROGRAMS CHECK
Employee Development Committee/Council 3 – up programs 3
Insurance Protection program 2 programs 2
Grievance mechanism 1 program 1
Awards and recognition
Continuing Education program (scholarship,
seminar, trainings, etc)
Social, cultural & sports programs
Others, specify
-
-
7
2. Programs implemented:
Page 10 of 11
YES ( )
NO ( )
Specify policy:
______________________________
______________________________
1.2. Program implemented, specify: 4 Give 1 point for the program implemented for every
social sector
_____________________________
_____________________________
_____________________________
_____________________________
C. Community Outreach
1. Get the quotient.
1. Number of members over working population in the area 4
of operation Total No. of members
Working population
Total number of members
Total number of working Note: working population (issued by NEDA)
population in the area of operation
2. Get the rating:
30% above 4
20% to below 30% 3
10% to below 20% 2
Below 10% 1
1. Organizations/institutions with existing programs/ projects, 1.5 Presence of collaborative programs/projects in any of
please check the given possible partners, give full points.
No program/project 0
B. Accreditation/ Recognition
1. Accreditation with local planning bodies 2 Cooperative is accredited in any local planning bodies,
give full points
LEVEL AREA
Barangay
Municipal/City
Provincial
Regional
National
QUANTITATIVE RATING
SUMMARY OF POINTS
Certified By:
Manager
Approved By:
Chairperson