Guidelines Governing the Submission of Required Reports for Micro Cooperatives

CDA Memorandum Circular No. 2019-004Other Rules and Procedures

CDA Memorandum Circular No. 2019-004 outlines the guidelines for micro cooperatives in the Philippines regarding the submission of required reports to the Cooperative Development Authority (CDA). These guidelines apply to cooperatives with assets of P3,000,000 or below and at least one year of operation. Required submissions include an electronically encoded Cooperative Annual Progress Report, audited financial statements, a list of officers, and various governance reports. Failure to submit these reports within 120 days of the calendar year's end will result in non-compliance status and the withholding of a Certificate of Compliance. The guidelines take effect following approval and publication, superseding any inconsistent prior circulars.

January 22, 2019

CDA MEMORANDUM CIRCULAR NO. 2019-004

TO : All Concerned
     
SUBJECT : Guidelines Governing the Submission of Required Reports for Micro Cooperatives

 

Pursuant to the regulatory and developmental functions of the Cooperative Development Authority under Republic Act No. 6939 and Republic Act No. 9520, the CDA hereby promulgates the following guidelines for the submission of required reports of Micro Cooperatives. HCaDIS

SECTION 1. Title. —

This Guidelines shall be known as the "Guidelines Governing the Submission of Required Reports for Micro Cooperatives.'"

SECTION 2. Legal Bases. —

This Guidelines are hereby promulgated consistent with the Article 113 of RA 9520; Rule 8, Section 7 of the Revised IRR, Section 13 (e) of Joint BIR-CDA Rules and Regulations and Section 13 of RA 6939.

SECTION 3. Scope. —

This Guidelines shall apply to all micro cooperatives registered with the Authority with at least one (1) year of operation. Micro Cooperatives are those cooperatives whose assets size is three million (P3,000,000.00) and below exclusive of the land on which the particular cooperative's office, plant and equipment, if any, are situated. (CDA MC 2007-07 dated 6/7/2007)

SECTION 4. Reports to be Submitted by Micro Cooperatives. —

The following are the required reports to be submitted to the Authority in order to be issued a Certificate of Compliance (COC).

A. Copy of the electronically encoded Cooperative Annual Progress Report (CAPR) with the following attachments:

a.1 Original Copy of the Financial Statements (FS) audited by any of the following:

1) External auditor accredited by the Board of Accountancy (BOA);

2) Audit Committee of the cooperative; or

3) Audit committee of the federation or union where the cooperative is affiliated. AHCETa

Audited Financial Statements shall comprise the following:

a. Statement of Financial Condition

b. Statement of Operation

c. Statement of Changes in Equity, Donations and Grants and Statutory Reserves

d. Statement of Cash Flow

e. Notes to Financial Statements

For FS audited by the Audit Committee of the cooperative or federation/union, the same shall be duly signed by the chairman of the committee on the face of the FS.

Micro Cooperatives are also required to encode their Audited Financial Statement through the subsystem in the CAPRIS found in the CDA's Website.

a.2 List of Officers and Mandatory Trainings Undertaken/Completed;

a.3 Social Audit Report (SAR) including its program of activities pursuant to its socio-civic goals;

a.4 Governance and Management Report (GMR), including copies of the semi-annual Report on mediation and conciliation as received by the Authority pursuant to Rule 7 of the Revised IRR.

SECTION 5. Place and Deadline of Submission. —

The required reports as specified in Section 4 shall be submitted to the Extension Office where the cooperative is registered within one hundred twenty (120) days after the close of the calendar period. ScHADI

SECTION 6. Penalty for Non-Submission of Reports. —

Micro Cooperatives who failed to submit the required reports shall not be issued with a COC and be tagged as NON-COMPLIANT COOPERATIVE.

SECTION 7. Amendment. —

All previous Circulars and/or Guidelines issued by the Authority which are inconsistent with this Guidelines are deemed amended or modified accordingly.

SECTION 8. Dissemination. —

All Extension Offices of the Authority shall cause the information dissemination of this Guidelines.

SECTION 9. Effectivity. —

This Guidelines shall take effect upon the approval of the Board of Administrations and fifteen (15) days after publication with the Office of the National Administrative Register (ONAR). DACcIH

Approved pursuant to Board Resolution No. 638, Series of 2018 dated December 18, 2018.

For the Board of Administrators:

By:

(SGD.) ORLANDO R. RAVANERAChairman

ATTACHMENT

EXCERPTS FROM MINUTES OF REGULAR MEETING OF THE CDA BOARD OF ADMINISTRATORS HELD ON DECEMBER 18, 2018

PRESENT:

 

 Hon. Orlando R. Ravanera

- Chairman/Presiding Officer

 Hon. Benjie S. Oliva

- Administrator from Visayas

 Hon. Paisal I. Cali

- Administrator from Mindanao

 Hon. Abad L. Santos

- Administrator from Luzon

 Hon. Myrla B. Paradillo

- Administrator from Luzon

 

 

ALSO PRESENT:

 

 Dir. Ray R. Elevazo

- Executive Director

 

 

ON OFFICIAL LEAVE:

 

 Hon. Abdulsalam A. Guinomla

- Administrator from Mindanao

 

RESOLUTION NO. 638, S-2018

Upon motion by Adm. Myrla B. Paradillo, duly seconded by Adm. Benjie S. Oliva, be it RESOLVED as it is hereby RESOLVED, to approve the Memorandum Circular on the Guidelines Governing the Submission of Required Reports for Micro Cooperatives. aICcHA

APPROVED.

xxx xxx xxx

This is to certify that the foregoing is true and correct from the minutes of the CDA Board of Administrators' Regular Meeting.

(SGD.) JULIO E. CASILAN, JR.Acting Board Secretary

ATTESTED:

(SGD.) ORLANDO R. RAVANERAChairman