KC-NCDDP 2018 Rollout Training for O&M Groups

SESSION GUIDES

Department of Social Welfare and Development

KALAHI-CIDSS Project

ORGANIZATIONAL ASSESSMENT FORM

Name of O&M Group/ Organization:

Address:

Date Formed:

Total No. of Members:

Name of SP being managed

KALAHI CIDSS Cycle & Modality:

(indicate when SP was funded and fund source)

No. of Actual beneficiaries: Male Female Total HHs
4Ps SLP IPs Families

Key Organizational Description

Areas
1. Documents Written and known Written but known Not written but None at all/
by all members by only a few agreed upon by Not
members members Applicable
(during GA)
Constitution and By-
Laws
Vision, Mission,
Goals, Strategies,
Objectives
Annual Operations
Plan

Policies
(organizational and
subproject)
Activities (Minutes of
GA, meetings, etc.)
Organizational
Structures
Duties and
Responsibilities of
Officers
Duties and
Responsibilities of
Members
 KC-NCDDP 2018 Rollout Training for O&M Groups
SESSION GUIDES

Key Organizational Description

Areas
Complied Complied and With On-going None/ Not
File Applicable
Registration Registration No.:
Documents
Registering Agency:

Date Registered:

Licenses License No.:

Licensing Agency:

Accreditation Accrediting Agency:

Date Accredited:

2. Officers Elected Appointed Actively Not

performing performing
their duties their duties
Chairperson
Vice Chairperson
Secretary
Treasurer
Auditor
Board of Directors
Other Officers
3. Committees Elected Appointed Actively Not
performing performing
their duties their duties
Audit and Inventory
Committee
Education/Membership
Committee
Election Committee

Credit Committee

Finance/Collection
Committee

Repair and
maintenance
Committee (if any)
Other Committees
(please specify)
 KC-NCDDP 2018 Rollout Training for O&M Groups
SESSION GUIDES

Key Organizational Description

Areas
4. Management Staff Full-time Part-time Actively Not
performing performing
their duties their duties
Manager
Bookkeeper
Others (please specify)

5. Membership No. of regular No. of Associate No. of

members: Members: inactive
members:

6. Financial Status Amount of Internally- Amount of No funds to

Generated Funds: externally-sourced run
funds: operations

7. Bookkeeping and Financial Records

Preparation of Updated:
Financial Statements Yes No

Financial Statements
Prepared:
Monthly
Annually
None

Financial Statements
Audited by External
Auditor at end of
calendar year:
Yes No

If Audited, are there

adverse findings?
Yes No

If yes, what are the

adverse findings?

8. Services to Members Delivery of Potable

water
Credit
 KC-NCDDP 2018 Rollout Training for O&M Groups
SESSION GUIDES

Key Organizational Description

Areas
Use of facilities
(specify )
Others

9. Networking with Established network Established network Awaiting status No efforts yet
other Organizations at barangay level with at municipal level of efforts to exerted to
(name of with (name of establish establish
organization): organization): network network

10. Nature of Network/

Linkage
11. Networking with Established network Established network Awaiting status No efforts yet
NGAs and LGUs at barangay level with at municipal level of efforts to exerted to
(name of with (name of establish establish
NGA/BLGU): NGA/BLGU): network network

12. Type of Accessed

Support/ Assistance
13. Membership in Affiliated/member of Actively
Secondary and secondary performing its
Tertiary organization (Name duties as member
Organizations of organization):
Yes
No
14. Activities
implemented with
other organizations
15. Conduct of activities With regular As Needed None
(please provide details schedule
as needed)
General Assembly No. of members
actively
participating in
the activities:

Special GA No. of members

actively
participating in
the activities:

Monthly Meeting No. of

BODs/Officers
actively
 KC-NCDDP 2018 Rollout Training for O&M Groups
SESSION GUIDES

Key Organizational Description

Areas
participating in
meetings:

Special Meetings No. of

BODs/Officers
actively
participating in
meetings:

Tactic Sessions

Reflection Sessions

Assessment and
Planning
Trainings, workshops
and other related
activities
16. Financial Status
a. Internally-
generated funds Total membership Actual membership Total tariff/ fees
fees (target): fee collected: collected:

b. Externally- Total amount of funds Sources of funds:

generated funds generated:

c. Funds for O&M Net Income for the Annual Funds

Year: allocated for O&M: