BASELINE STUDY REPORT

of

14 Farmer Organizations in Bukidnon covered by Project Coffee Plus

Prepared by:

Balay Mindanaw Foundation Inc.

Submitted to:

GIZ
 Standard Assessment Matrix on Organizational Development1 based on “9 S” Indicators

Shared Strength in Sectoral

Status of the Structure & Style of Systems & Skills and Source of
Phase Values/ Membership & Solidarity/
Organization Relationship Leadership Procedure Competence Fund
Purpose Staffing Linkages
Not yet PO has issue- Formation of Ad A Core group of Members : 15 No installed Systems Follows the action-reflection No formal Minimal or
registered to based or hoc structures/ 5-10 leaders Households: & Procedures process, with some issue- participation no Funds.
Phase 1 any registering project-based Action groups With multi- 15% of total specific education programs in the
(Organizi agency: and objectives. functional Irregular reporting Barangay Funds only
ng Stage) - Department Simple leaders. At least 20% are of Treasurer on the Members and officers has Development coming from
of Labor and Actions are organizational women if the Financial Status of minimal or no skills on: Council members’
Employment centered on policies in place: With men and kind of the Org. - Project Proposal Making (BDC) contribution.
– Bureau of implementatio - decision- women leaders issue/action is - Leadership
Rural n of self-help making (any number) traditionally Has set regular - Facilitation Minimal Highly
Workers alternative process 20% of leaders identified with schedule of meeting - Organizing Skills linkage with dependent
(DOLE-BRW) programs/proj - qualification are women men; but not regularly - Monitoring and government from partner
ects in and roles of observed. Evaluation agencies and agencies/NG
- Securities response to leaders and - Financial Management private Os.
and Exchange the felt needs members; Irregular reading of - Gender Sensitivity organization.
Commission of the - delegation of minutes from - Values Formation Capital below
(SEC) community. tasks; previous meetings. P 50,000.00
- Financial Has basic skills in simple
- Cooperative contribution No Monitoring and financial recording.
Development Evaluation
Authority Initial group Mechanism on
(CDA) building activities projects undertaken.
initiated
No Organizational
Plan established.

No filling systems

1 Based from Standard Assessment Matrix on Organizational Development of the Philippine Community Organizers Society (PhilCOS)
 Shared Strength in Sectoral
Phase Status of the Structure & Style of Systems & Skills and Source of
Values/ Membership & Solidarity/
Organization Relationship Leadership Procedure Competence Fund
Purpose Staffing Linkages
Phase II Registered to PO has clear Has a written With duly Members: 25 Planning, Basic education and training Formal With monthly
(Strength agency: Vision, constitution & by- elected leaders Households: Implementation, programs established with participation dues and
ening  DOLE-BRW Mission and laws, duly Increased ratio 25% of total Monitoring and partner agencies/NGOs in in the fees;
Stage)  SEC Goals (VMG). approved by the of women Evaluation (PIME) consultation with the PO’s Barangay
 CDA general assembly leaders (30% of At least 30% systems in place and assembly such as: Development Clear
50% of the of the organization. leaders are are women if observed; - Project Proposal Making Council Financial
members women) the kind of - Leadership (BDC) administratio
Recognized by understand With functional issue/action is In placed Systems & - Facilitation n;
the Barangay the Vision & structures; Second liners/ traditionally Procedures on: - Organizing Skills Good linkage
LGU and active Mission of the - General informal leaders assigned to -Record of - Monitoring and with Capital:
in Barangay Organization. Assembly; identified & men; transactions Evaluation government More than
activities. - Board of developed. -Cash Receipt & - Financial Management agencies and P50,000.00
PO has at Directors/ Members Cash Disbursed - Gender Sensitivity private Below
least 1 year Council of Key functions capable of (Vouchers). - Values Formation organization. P150,000.00
organizational Elders; distributed checking the
development - Officers and among several performance of Regular reporting of Education programs
plan. Executive leaders. their leaders Treasurer on conducted and participated
Committees Financial Status of by 50% of the members.
With volunteer the PO.
Mechanisms to staff in-charge Capable of Financial
ensure democratic in the Set regular schedule Management (financial
processes installed. administration of meeting and projection, accessing,
of the reading of minutes controls);
Group relationship organization or from previous
building programs management of meetings is Creation of small projects,
in place. the observed. livelihood or enterprise with
projects/progra NGO/agencies support.
ms. With Monitoring Developed tools for projects
and Evaluation management
Design. Leaders and members have
With proper Filling the capacity to resolve
systems. internal conflicts.
 Shared Strength in Sectoral
Status of the Structure & Style of Systems & Skills and Source of
Phase Values/ Membership & Solidarity/
Organization Relationship Leadership Procedure Competence Fund
Purpose Staffing Linkages

Submitted PO has Long- Has regular PO has multi- Members: 40 Functional Planning, Basic education and Active Minimum
Phase III required reports term (3 year) elections type of leaders Households: Implementation, training programs handled participation required
(Autono to registering and short conducted, (based on skills), 40% Monitoring and by the PO education in the funds for the
my & Self agency in a term (1 year) spearheaded by ex. Visionary, Evaluation (PIME) committee; Barangay operations of
Reliance timely manner: organizational the committee on manager, 50% are Mechanisms. Development the PO is
Stage) DOLE-BRW development elections. negotiator, women/men Capacity training programs Council internally
SEC plans. entrepreneur, With a standard needed for autonomy/self- (BDC). generated.
CDA Mechanisms for tacticians. Members have Financial System reliance established and (Meetings,
VMG and the performance of the capacity to duly audited by implemented in partnership Representati general
Consistently Constitution leaders and Second liners/ check and external with the PO; on at the assemblies,
Complied with and by-laws members installed. informal leaders change non- auditors/CPAs. Municipal representatio
Municipal LGU have been developed and performing Has the capacity to manage Development ns of the PO
accreditations internalized Has functional active. leaders. PO installs projects or enterprise. Council. in activities
by majority of Project permanent outside the
Complied with the active Management Tasks delegated With regular/full mechanisms to PO has the capacity to Active community,
timely members and Committee and to different time staff in- address PO internal develop an effective participation allowance of
submission of regularly other appropriate leaders and charge in the conflicts thru business plan. in the officers);
required BIR reviewed. committees, such members administration “Grievance Leaders and members are formation of
documents. as: Com. on effectively. of the Committee” capable of interest-based municipal With 95%
With Certificate Elections, Finance organization or (win-win) negotiation and level dues paying
of Good Com., Grievance 40% of leaders management of mediation in resolving network membership;
Standing (CDA) Com. And M&E are women. the internal conflicts (inter-
With Certificate Com. projects/progra barangay PO) Multi-source
of Tax ms. of funds and
Exemption (BIR). PO has its own Good linkage capable of
physical with raising
center/office (for government external
communication, agencies and funds.
filing of private
documents, organization. Capital above
meetings etc. P150,000
 People’s Organization Assessment
Name of Organization: Batangason Farmers Association
Location: Brgy. Baclayon, Municipality of Lantapan, Bukidnon
Date of Assessment: Sept. 28, 2019
Organizational Development Indicators (9S)
Strength in Sectoral
Status of the Shared Values/ Structure &
Style of Leadership Membership & Systems & Procedure Competence Solidarity/ Source of Fund
Organization Purpose Relationship
Staffing Linkages
Assessment Organized No written Has clear Has a clear set of Membership: Has a clear recording on cash Many officers and Not a Fund Source
Sept. 10, Organizational organizational elected officers - 6 Start: 17 transactions with temporary members have not member in Donation from
2010 and Vision, Mission and structure Officers Present: 17 receipt, but No Official receipt and undergone trainings Barangay DSAC:
Registered Goals (VMG). 4 staff for Coffee No voucher in releasing cash. like: Development P 360,000
Sept. 10, Has a written Mill Members are With established financial system  Project Proposal Council.
2011 under No organizational Constitution and By- - Operator mostly are men: done by the bookkeeper. making Loan from
the development/oper laws (CBL) but needs - Cashier Women:4 Treasurer regularly report the  Leadership Good Bukidnon Coop
Department ational plan. further orientation - Manager Men: 13 financial status of the organization  Facilitation Partnership Bank:
of Labor and with the members. - Bookkeeper every meeting.  Organizing Skills with the P 110,000
Employment Majority of the 88% active No proper application form for  Monitoring and Municipal
(DOLE) with members give time 17 of the members With a democratic (15/17). credit to members. Evaluation DA, Brgy. Membership
the assistance and effort. pay membership fee. process of decision No proper membership mechanism  Financial LGU, GIZ, free: P 200
from Equal view with making thru and process. Management Nestle,
Municipal men, women, No clear roles and consultation during Regular Meeting: Every Quarter,  Gender Sensitivity In-kind
Agriculture young and old. functions of the meetings. 2nd Saturday.  Values Formation counterpart:
Office and Officers and No reading of previous meetings  Paralegalism - Fertilizer
DSAC. Members. No second liner regularly observed. - Sprayer
leader identified No M&E mechanism. Conducted Farmer - Etc.
Recognized and develop. Projects being implemented: Business School &
and active - Coffee Production and FBS Coffee Production
organization with Nestle. Training by Nestle.
in the - Coffee Mill
Barangay. No Annual Operational Plan
Assisted by With filling system.
MAO, Nestle, No recording of minutes from
GIZ. previous meetings.
OD Phase II I I II I II I II III
Recommen Needs to review CBL, Further develop the Needs to improve the financial and Some members had
dations especially on its leaders on recording system under gone trainings
during PO membership. leadership and Establish application form for but still they need to
Assessment management. credit. refresh and other
Formulate the operational plan and need full trainings.
M&E mechanism.
 Proposed Organizational Development Intervention within 12 months:
Goal: PO Strengthening (Phase 2) for Batangason Farmers Association

Organizational Development Indicators (9S)

Strength in Sectoral
Status of the Shared Values/ Structure &
Style of Leadership Membership & Systems & Procedure Competence Solidarity/ Source of Fund
Organization Purpose Relationship
Staffing Linkages
Target Submitted Has a written With functional Elected leaders Increase Planning, Implementation, Basic education and Formal With monthly
required Organizational structures; developed and Members to 25. Monitoring and Evaluation training programs participation dues and fees;
reports to Vision, Mission & - General Assembly; active. With At least 30% are (PIME) systems in place and established with partner in the
DOLE-BRW Goal and - Board of Directors Increased ratio of women. observed; agencies/NGOs in Barangay Clear Financial
understood by 50% - Officers women leaders consultation with the PO’s Developmen administration
Complied of the members. - Executive (30% of leaders are Members In placed Systems & Procedures assembly such as: t Council
with Committees women) capable of on: -Project Proposal Making (BDC) Capital:
Municipal PO has at least 1 checking the -Record of transactions -Leadership More than
LGU year organizational Mechanisms to ensure Second liners/ performance of -Cash Receipt & Cash Disbursed -Facilitation Good linkage P 150,000.00
accreditations development plan. democratic processes informal leaders their leaders (Vouchers). -Organizing Skills with
installed. identified & -Monitoring and government
developed. With volunteer Regular reporting of Treasurer Evaluation agencies and
Resolved internal staff in-charge on Financial Status of the PO. -Financial Management private
conflict with leaders. Key functions in the organization.
distributed among administration Set regular schedule of meeting Education programs
Group relationship several leaders. of the and reading of minutes from conducted and
building programs in organization or previous meetings is observed. participated by 50% of the
place. Tasks delegated to management of members.
different leaders the With Monitoring and Evaluation
and members projects/progra Design. Capable of Financial
effectively. ms. With proper Filling systems. Management (financial
projection, accessing,
Developed tools and policies for controls);
project implementation and
management Creation of small
livelihood or enterprise
with NGO/agencies
support.
Leaders and members
have the capacity to
resolve internal conflicts.
NOTE:
 Has to resolve internal conflict between previous and present leaders.
 Has the mindset to be an exclusive organization and not to further expand its members.
 People’s Organization Assessment
Name of Organization: Capitan Juan Farmers Association
Location: Brgy. Capitan Juan, Municipality of Lantapan, Bukidnon
Date of Assessment: September 26, 2019
Organizational Development Indicators (9S)
Strength in Sectoral
Status of the Shared Values/ Structure &
Style of Leadership Membership & Systems & Procedure Competence Solidarity/ Source of Fund
Organization Purpose Relationship
Staffing Linkages
Assessment Registered No written No clear Has a clear set of Membership: Has a clear recording on cash Many officers and Not a member in Fund Sources:
August 29, Organizational organizational elected officers. Start: 13 transactions with temporary members have not Barangay - Membership
2017 under Vision, Mission and structure 7 Officers. Present: 27 receipt, but No receipt and No undergone Development fee: P 150
the Goals (VMG). voucher in releasing cash. trainings like: Council.
Department Has a written With a democratic Members are No established standard financial  Project Collected
of Labor and Most of the Constitution and By- process of decision mostly men. systems. Proposal Partnership with Membership
Employment members do not laws (CBL) but needs making thru Treasurer regularly report the making the Municipal fee: P 2,000
(DOLE) with understand the further orientation consultation during 100% active. financial status of the organization.  Leadership DA, Brgy. LGU,
the assistance project of the PO. with the members. meetings. Nobody quit. No proper membership  Facilitation GIZ, Nestle,
from mechanism.  Organizing ICRAF, CRS
Municipal No organizational 90% of the members No second liner No regular meeting. Meetings will Skills
Agriculture development/oper pay membership fee. leader identified be set if the technician will call for  Monitoring
Office. ational plan. and develop. it. and Evaluation
No has a clear roles No reading of previous meetings  Financial
Active Majority of the and functions of the regularly observed. Management
organization members give time Officers and With clear membership process.  Gender
in the and effort. Members. No M&E mechanism. Sensitivity
Barangay but Equal view with No Projects yet being  Values
not yet men, women, implemented, aside from the Formation
formally young and old. Coffee Production and FBS with  Paralegalism
recognized. Nestle.
Assisted by No Annual Operational Plan Conducted Farmer
DA, Nestle, With filling system. Business School &
GIZ. No recording of minutes from Coffee Production
previous meetings. Training by Nestle.
OD Phase II I I II II I I I I
Recommen Needs more Kinahanglan Further develop the Establish the standard financial Needs more Monthly dues
dations orientation on the pagpasabot sa general leaders on system with Official Receipts and training for to be discuss in
during PO projects. assembly sa CBL. leadership and Voucher. Officers and the meetings.
Assessment management. Members. Find other
sources of
funds.
 Proposed Organizational Development Intervention within 12 months:
Goal: PO Strengthening (Phase 2) Capitan Juan Farmers Association

Organizational Development Indicators (9S)

Strength in Sectoral
Status of the Shared Values/ Structure &
Style of Leadership Membership & Systems & Procedure Competence Solidarity/ Source of Fund
Organization Purpose Relationship
Staffing Linkages
Target Assist PO PO has clear With functional Elected leaders At least 30% are Planning, Implementation, Basic education and training Formal With monthly
complied Vision, Mission and structures; developed and women if the Monitoring and Evaluation programs established with participation dues and fees;
with Goals (VMG). - General Assembly; active. With (PIME) systems in place and partner agencies/NGOs in in the
Municipal - Board of Directors Increased ratio of Members observed; consultation with the PO’s Barangay Clear Financial
LGU 50% of the - Officers women leaders capable of assembly such as: Development administration
accreditation. members - Executive (30% of leaders are checking the In placed Systems & -Project Proposal Making Council (BDC)
understand the Committees women) performance of Procedures on: -Leadership Capital:
Vision & Mission of their leaders -Record of transactions -Facilitation Good linkage More than
the Organization. Mechanisms to ensure Second liners/ -Cash Receipt & Cash -Organizing Skills with P50,000.00
democratic processes informal leaders With Disbursed (Vouchers). -Monitoring and Evaluation government
PO has at least 1 installed. identified & volunteer/part- -Financial Management agencies and
year organizational developed. time staff in- Regular reporting of private
development plan. Group relationship charge in the Treasurer on Financial Status Education programs organization.
building programs in Key functions administration of the PO. conducted and participated
place. distributed among of the by 50% of the members.
several leaders. organization or Set regular schedule of
management of meeting and reading of Capable of Financial
Tasks delegated to the minutes from previous Management (financial
different leaders projects/progra meetings is observed. projection, accessing,
and members ms. controls);
effectively. With Monitoring and
Evaluation Design. Creation of small livelihood
With proper Filling systems. or enterprise with
NGO/agencies support.
Developed tools and policies Leaders and members have
for project implementation the capacity to resolve
and management internal conflicts.
Note:
 People’s Organization Assessment

Name of Organization: Palamboon Farmer’s Association (PFA)

Location: Brgy. Kaatuan, Municipality of Lantapan, Bukidnon
Date of Profiling: Sept. 23, 2019
Organizational Development Indicators (9S)
Strength in Sectoral
Status of the Shared Values/ Structure & Source of
Style of Leadership Membership & Systems & Procedure Competence Solidarity/
Organization Purpose Relationship Fund
Staffing Linkages
Assessment Organized Has a written Has a clear Has a clear set of Balance Has a clear recording on cash Many officers and Active in Barangay Fund Sources:
and Organizational organizational elected officers. membership of transactions but No receipt and No members have not Development - Membershi
Registered Vision, Mission and structure and Has a 6 Officers, 4 BOD. Men and voucher in releasing cash. undergone Council. p free
March 1998 Goals (VMG). written Constitution Women. No established standard financial trainings like: (P50)
under the and By-laws (CBL). With a democratic systems.  Project Partnership with
Department Majority of the Majority of the process of decision Membership: Treasurer regularly report the Proposal the Municipal DA, - monthly
of Labor and members members know and making thru Start:20 financial status of the organization. making Brgy. LGU, GIZ, dues (P10)
Employment understood the obey the CBL, since it consultation during Present: 50  Leadership Nestle, ICRAF, CRS
(DOLE) with VMG and the is read every meeting. meetings. 100% active. General Assembly Meeting: Every  Facilitation - Capital?
the assistance Coffee project of 2nd Sunday of the month at 1pm.  Organizing
from the Org. Has a clear roles and With Clear Nobody quit yet. Reading of previous meetings Skills
International functions of the coordination with regularly observed.  Monitoring
Centre No organizational Officers and the officers. With clear membership process. and Evaluation
Research in development/oper Members. With committee on M&E, but no  Financial
Agroforestry ational plan. No second liner proper assessment, monitoring and Management
(ICRAF) and Has its own physical leader identified evaluation mechanism.  Gender
CRS. Majority of the center at Zambrano’s and develop. No Projects yet being Sensitivity
members give time Farm. implemented, aside from the  Values
At present and effort. Coffee Production and FBS with Formation
very active Equal view with Nestle.  Paralegalism
organization men, women, No Annual Operational Plan
in the young and old. With clear filling system and Conducted Farmer
Barangay and recording of minutes from previous Business School &
assisted by meetings. Coffee Production
DA, Nestle, Training with
GIZ. Nestle.
OD Phase II II II II II II I II II
Recommen Pagpananum sa Amend the CBL, Further develop the Establish the standard financial Needs more Likes to partner Find other
dations Kape particularly on the leaders and second system with Official Receipts and training for with BUSECO for sources of
during PO Monthly dues from P liners on leadership Voucher. Officers and the Electrification funds, grants
Assessment 10 to P 20 during the and management. Be able to establish Nursery project Members. and Department and loans.
meeting. on abacca and timber trees of Tourism for
Eco-tourism.
 Proposed Organizational Development Intervention within 12 months:
Goal: Towards autonomy and self-reliance (Phase 3) Palamboon Farmer’s Association (PFA)

Organizational Development Indicators (9S)

Strength in Sectoral
Status of the Shared Values/ Structure & Source of
Style of Leadership Membership & Systems & Procedure Competence Solidarity/
Organization Purpose Relationship Fund
Staffing Linkages
Target Assist PFA Formulate the PO Has regular elections Second liners/ Members have Functional Planning, Education and training Active With 95%
consistently Long-term (3 year) conducted, cluster leaders the capacity to Implementation, Monitoring and programs established in participation dues paying
complied and short term (1 spearheaded by the developed and check and Evaluation (PIME) Mechanisms. consultation with the in the membership;
with year) committee on active. change non- assembly on: Barangay
Municipal organizational elections. performing With a standard Financial -Project Proposal Making Development Multi-source
LGU development Tasks delegated to leaders. System. -Leadership Council (BDC). of funds and
accreditation. plans. Feedback mechanism different leaders -Facilitation capable of
for the performance and members With Volunteer PO installs permanent -Organizing Skills Active raising
Review the VMG of leaders and effectively. staff to focus in mechanisms to address PO -Monitoring and participation external
and Constitution members installed. the internal conflicts thru “Grievance Evaluation in the funds.
and by-laws. At least 50% of administration Committee”. -Financial Management formation of + Nursery
Has functional leaders are women. of the municipal project on
committees, such as: organization or Education programs level network abacca and
Committee on management of participated by 50% of (inter- timber trees
Elections, Finance the the members. barangay PO) + sayote juice
Committee, Project projects/progra
Management ms. Capable of Financial Good linkage Capital above
Committee, Grievance Management (financial with P150,000
Com. And M&E Com. projection, accessing, government
controls); agencies and
private
Creation of nursery organization.
project and enterprise
with NGO/agencies
support.
NOTE:
 all of the members are family relatives under 1 clan.
 Majority are affiliated with Iglesia ni Cristo.
 Concern with Rural Electrification, Farm to Market Road and Potable Water System.
 People’s Organization Assessment

Name of Organization: Kahugpungan sa Mag-uuma sa Kabukiran (KASAMAKA)

Location: Brgy. Barandias, Municipality of Pangantucan, Bukidnon
Date of Profiling: October 8, 2019
Organizational Development Indicators (9S)
Strength in Sectoral
Status of the Shared Values/ Structure & Source of
Style of Leadership Membership & Systems & Procedure Competence Solidarity/
Organization Purpose Relationship Fund
Staffing Linkages
Assessment Organized in Has NO written Has a clear Has a clear set of Balance Has a clear recording on cash Numbers of Not Active in Fund Sources:
1999 and Organizational organizational elected officers. membership of transactions. Has already an official members Barangay - Membershi
Registered in Vision, Mission and structure and Has a Men and receipt attended: Development p free: P
January 8, Goals (VMG). written Constitution With a democratic Women. No voucher in releasing cash. 2 - Project Council. 500
2001 and By-laws (CBL). process of decision No established standard financial Proposal making - Annual
under the Has NO written making thru Membership: systems. 13 - Leadership Partnership dues: P 100
Securities and Annual Plan and 80% of the members consultation during Start:106 1 – Farmer with the GIZ,
Exchange Long Term Plan obey the CBL. general assembly. Present: 76 Regular Monthly Meeting: 1st Technician Nestle, Partial
Commission (3yrs). 60% active. Wednesday of the Month 1 - Paralegalism Hinaliban Capital:
(SEC) with the Has a clear roles and With Clear Reading of previous meetings regularly P 60,000
assistance Majority of the functions of the coordination with observed. Conducted Farmer Partnership
from DENR members give time Officers and the officers. No full-time or Business School & with DERN as
and Tribal and effort. Members. par-time staff Projects being implemented: Coffee Production a CBFM-NGP
Chieftain, Equal view with Sometimes, for the - Plant Nursery with DENR Training by Nestle. beneficiary.
men, women, Has its own physical delegation of task management of With clear filling system and recording
At present young and old. center and Office. were not observe the projects. of minutes from previous meetings.
very active by the officers.
organization
in the Cluster leader as
community second liner leader.
and
recognized by
the Brgy.
Assisted by
DA and
Nestle.

OD Phase II I II II II II II I I
Recommen
dations
during PO
Assessment
 Proposed Organizational Development Intervention within 12 months:
Goal: Towards autonomy and self-reliance (Phase 3)

Organizational Development Indicators (9S)

Strength in Sectoral
Status of the Shared Values/ Structure & Source of
Style of Leadership Membership & Systems & Procedure Competence Solidarity/
Organization Purpose Relationship Fund
Staffing Linkages
Target Submitted Formulate the Has regular elections Second liners/ Members have Functional Planning, Basic education and Active With 95%
required VMG and PO Long- conducted, cluster leaders the capacity to Implementation, Monitoring and training programs participation dues paying
reports (GIS) term (3 year) and spearheaded by the developed and check and Evaluation (PIME) Mechanisms. established with partner in the membership;
to short term (1 year) committee on active. change non- agencies/NGOs in Barangay
SEC organizational elections. performing With a standard Financial System consultation with the Development Multi-source
development Tasks delegated to leaders. duly audited by external PO’s assembly such as: Council (BDC). of funds and
Complied plans. Feedback mechanism different leaders auditors/CPAs. -Leadership, -Facilitation capable of
with for the performance and members With regular/full & Organizing Skills Representatio raising
Municipal Review the of leaders and effectively. time staff in- PO installs permanent -Monitoring and n at the external
LGU Constitution and members installed. charge in the mechanisms to address PO Evaluation Municipal funds.
accreditation by-laws. 40% of leaders are administration internal conflicts thru “Grievance -Financial Management Development IGP from:
Has functional Project women. of the Committee” -Gender Sensitivity Council. + Plant
Facilitate that the Management organization or -Values Formation Nursery
VMG-CBL have Committee and other management of Active
been internalized appropriate the Education programs participation Capital above
by majority of the committees, such as: projects/progra participated by 50% of in the P150,000
active members. Committee on ms the members. formation of
Elections, Finance municipal
Committee, Grievance Capable of Financial level network
Com. And M&E Com. Management (financial (inter-
projection, accessing, barangay PO)
controls);
Good linkage
Strengthening of coffee- with
based enterprise with government
NGO/agencies support. agencies and
private
organization.
NOTE:
 Indigenous People –based organization
 People’s Organization Assessment

Name of Organization: La Roxas Coffee Growers Association

Location: Brgy. La Roxas, Municipality of Maramag, Bukidnon
Date of Assessment: September 27, 2019
Organizational Development Indicators (9S)
Strength in Sectoral
Status of the Shared Values/ Structure & Source of
Style of Leadership Membership Systems & Procedure Competence Solidarity/
Organization Purpose Relationship Fund
& Staffing Linkages
Assessment Organized NO written Has a clear Has a clear set of Membership: Has a clear recording on cash No Education and Not active in Fund Sources:
May 2018 Organizational organizational elected officers. Start:98 transactions. training programs Barangay - Membershi
and Vision, Mission and structure, but not yet 6 Officers, 3 BOD Present: 78 Has a Temporary receipt, but no established. Development p free
Registered Goals (VMG). posted. and 3 cluster 90% active. Official Receipt and No voucher in Council. (P100)
June 18, 2019 leaders. Quit: 20 releasing cash. Some officers and
under the No organizational Has a written Women: 60% No established standard financial members have Partnership with - monthly
Department development/oper Constitution and By- With a democratic Men: 40% systems. undergone the Municipal DA, dues (P20)
of Labor and ational plan. laws (CBL). process of decision Treasurer regularly report the trainings on: DENR, GIZ, Nestle.
Employment making thru financial status of the organization.  Leadership Capital below
(DOLE) with Majority of the Majority of the consultation during General Assembly Meeting: ____  Organizing P 50,000.00
the assistance members give time members know and meetings. Officers Meeting: ____. Skills
from by DA, and effort. obey the CBL, since it Reading of previous meetings  Financial
DAR, 4C and Equal view with is read every meeting. With Clear regularly observed. Management
DENR. men, women, coordination with No clear membership process.  Farmer
young and old. Has a clear roles and the officers. No committee and mechanism on Technician
Active functions of the M&E.  Paralegalism
organization Officers and Cluster leaders as With micro-credit project manage by
in the Members. second liner credit committee, but no application Conducted Farmer
Barangay, but leaders. form. Business School &
not yet Implemented FBS with Nestle. Coffee Production
accredited. No Annual Operational Plan Training by Nestle.
With filling system and recording of
minutes from previous meetings.
OD Phase II I II II II II I I I
Recommen Be an With written CBL but Further develop the Secure Official Receipts and Voucher Needs more Needs to be Find other
dations accredited PO need to translate into leaders and second Make application form for micro- training/refresher active in BDC. sources of
during PO from the Bisaya & liners on leadership credit project. for Officers and funds, grants
Assessment Brgy. LGU. organizational and management. Under go Pre-Membership Seminar Members. and loans.
structure to be for Membership Application.
printed Create an internal committee for
Monitoring and Evaluation.
Formulate Annual Organizational
Plan.
 Proposed Organizational Development Intervention within 12 months:
Goal: Towards autonomy and self-reliance (Phase 3) for La Roxas Coffee Growers Association

Organizational Development Indicators (9S)

Strength in Sectoral
Status of the Shared Values/ Structure & Source of
Style of Leadership Membership & Systems & Procedure Competence Solidarity/
Organization Purpose Relationship Fund
Staffing Linkages
Target Assist PO Formulate the PO Has regular elections Second liner Members have Functional Planning, Education and training Active With 95%
consistently Long-term (5 year) conducted, leaders identified, the capacity to Implementation, Monitoring and programs established in participation dues paying
complied and short term (1 spearheaded by the developed and check and Evaluation (PIME) Mechanisms. consultation with the in the membership;
with year) committee on active. change non- assembly on: Barangay
Barangay LGU organizational elections. performing With a standard Financial -Project Proposal Making Development Multi-source
accreditation. development Tasks delegated to leaders. System. -Leadership Council (BDC). of funds and
plans. Feedback mechanism different leaders -Facilitation capable of
for the performance and members With Volunteer PO installs permanent -Organizing Skills Active raising
of leaders and effectively. staff to focus in mechanisms to address PO -Monitoring and participation external
members installed. the internal conflicts thru “Grievance Evaluation in the funds.
50% of leaders are administration Committee”. -Financial Management formation of
Has functional project women. of the municipal Clear
committees and other organization or Education programs level network Financial
appropriate management of participated by 50% of (inter- administratio
committees. the the members. barangay PO) n;
projects/progra
ms. Capable of Financial Good linkage Capital:
Management (financial with More than
projection, accessing, government P50,000.00
controls); agencies and
private
Strengthen Micro-credit organization.
project and create
another enterprise with
NGO/agencies support.
NOTE:
 Newly registered PO.
 People’s Organization Assessment

Name of Organization: Malinao Imbariz Pud-ong Farmer’s Association (MAIMPU)

Location: Brgy. Malinao, Municipality of Kalilangan, Bukidnon
Date of Profiling: Sept. 22, 2019
Organizational Development Indicators (9S)
Strength in Sectoral
Status of the Shared Values/ Structure & Source of
Style of Leadership Membership & Systems & Procedure Competence Solidarity/
Organization Purpose Relationship Fund
Staffing Linkages
Assessment Organized Has drafted Has a clear Has a clear set of Balance Has a clear recording on cash Many officers and Not Active in Fund Sources:
and Organizational organizational elected officers. membership of transactions. Has already a receipt and members have Barangay - Membershi
Registered Vision and Mission. structure and Has a Men and also collect receipts in procuring. not undergone Development p free
August 19, written Constitution With a democratic Women. No voucher in releasing cash. trainings like: Council. (P500)
2015 under Approximately, and By-laws (CBL). process of decision No established standard financial  Project - annual
the Securities 60% of the making thru Membership: systems. Proposal Active in dues (P
and Exchange members 60% of the members consultation during Start:15 making Municipal 100)
Commission understood the obey the CBL. general assembly. Present: 84 General Assembly Meeting: Every 2nd  Leadership Level - Robinsons
(SEC) with the program/projects 60% active. Sunday of February.  Facilitation Activities. Foundation
assistance of the Has a clear roles and With Clear Some members Cluster Leader Meeting: Every 2nd  Organizing (P 663,925)
from Catholic Organization. functions of the coordination with quit because Sunday of the Month. Skills Partnership - Sen. Kiko
Relief Officers and the officers. they are not into Reading of previous meetings regularly  Monitoring with the GIZ, Pangilinan
Services No written Annual Members. coffee observed. and Nestle and (P 20,000)
(CRS). Plan and Long Sometimes, production. Evaluation Robinson - Elf donated
Term Plans. No working delegation of task With committee on M&E, but no proper  Financial Foundation by United
At present committee were not observe With par-time assessment, monitoring and evaluation Management Auctioneer
very active Majority of the by the officers. staff for the mechanism.  Gender s
organization members give time Has its own physical operation of the Projects being implemented: Sensitivity Source of
in the and effort. center and Office. Cluster leader as projects. - Seedling Nursery  Values Income:
Barangay and Equal view with second liner leader. - Trucking Services (Elf) Formation  Tractor
assisted by men, women, No full time staff - Tractor Services  Paralegalism Rental
DA and young and old. on managing With written policy on running the  Trucking
Nestle. the project. project and understood by the Conducted Farmer Services
members. Business School &  Nursery
Has a Annual Operational Plan Coffee Production
With clear filling system and recording Training by Nestle. Capital?
of minutes from previous meetings.
OD Phase II II II II II II I II II
Recommen To become a Re-orient the 40% Review the CBL during Further develop the Establish the standard financial system Needs more To take active Find other
dations Cooperative on the VMG and the assembly meeting leaders and second training for role in the sources of
during PO CBL during and remind the liners on leadership Officers and Barangay funds.
Assessment Assembly Meeting. members for the fees. and management. Members. Development
Council.
 Proposed Organizational Development Intervention within 12 months:
Goal: Towards autonomy and self-reliance (Phase 3) for Malinao Imbariz Pud-ong Farmer’s Association (MAIMPU)

Organizational Development Indicators (9S)

Strength in Sectoral
Status of the Shared Values/ Structure & Source of
Style of Leadership Membership & Systems & Procedure Competence Solidarity/
Organization Purpose Relationship Fund
Staffing Linkages
Target Assist MAIPU Formulate the PO Has regular elections Second liners/ Members have Functional Planning, Basic education and Active With 95%
to become a Long-term (3 year) conducted, cluster leaders the capacity to Implementation, Monitoring and training programs participation dues paying
cooperative and short term (1 spearheaded by the developed and check and Evaluation (PIME) Mechanisms. established with partner in the membership;
and year) committee on active. change non- agencies/NGOs in Barangay
consistently organizational elections. performing With a standard Financial System consultation with the Development Multi-source
complied development Tasks delegated to leaders. duly audited by external PO’s assembly such as: Council (BDC). of funds and
with plans. Feedback mechanism different leaders auditors/CPAs. -Project Proposal Making capable of
Barangay LGU for the performance and members With full time -Leadership Representatio raising
accreditation. Review the VMG of leaders and effectively. staff in-charge PO installs permanent -Facilitation n at the external
and Constitution members installed. in the mechanisms to address internal -Organizing Skills Municipal funds.
and by-laws. At least 40% of administration conflicts thru “Grievance -Monitoring and Development •Tractor
Has functional Project leaders are women. of the Committee” Evaluation Council. Rental
Facilitate that the Management organization or -Financial Management •Trucking
VMG-CBL have Committee and other management of Active Services
been internalized appropriate the Education programs participation •Nursery
by majority of the committees, such as: projects/progra participated by 60% of in the + Basi
active members. Committee on ms the members. formation of Production
Elections, Finance municipal
Committee, Grievance Capable of Financial level network Capital above
Com. And M&E Com. Management (financial (inter- P150,000
projection, accessing, barangay PO)
controls);
Good linkage
Strengthening of coffee- with
based enterprise with government
NGO/agencies support. agencies and
private
organization.
NOTE:
 Many of the members are from Ivatan tribe.
 They also wish to venture into Basi Wine Production.
 People’s Organization Assessment

Name of Organization: New Eden Multi-purpose Cooperative (NEMUCO)

Location: Brgy. New Eden, Municipality of Pangantucan, Bukidnon
Date of Profiling: Oct. 22, 2019
Organizational Development Indicators (9S)
Strength in Sectoral
Status of the Shared Values/ Structure &
Style of Leadership Membership & Systems & Procedure Competence Solidarity/ Source of Fund
Organization Purpose Relationship
Staffing Linkages
Assessment Organized and Has a written Has a clear Has a clear set of elected Balance Has a clear recording on cash Few officers and Active in Fund Sources:
Registered Organizational organizational structure officers. membership of transactions. Has already an official members have not Barangay - CBU:
Organized Vision, Mission and and Has a written BOD: 5 Men and Women. receipt and voucher in releasing cash. undergone trainings Development P 1,200
August 21, Goals (VMG). Constitution and By- Officers: 7 With established standard financial like: Council.
1990 laws (CBL). Cluster Leader: 3 Membership: systems, audited by CPA.  Project Capital above
under the Approximately, Staff: 3 Start:11 Proposal Partnership P150,000
Cooperative 40% of the 40% of the members 1 Manager Present: 35 General Assembly Meeting every making with DA, GIZ,
Development members obey the CBL. 1 Operator 40% active. December.  Leadership Nestle and
Authority (CDA) understood the 1 Bookkeeper Reading of previous meetings regularly  Facilitation DENR.
with the VMG and the Has a clear roles and 1 Tiendera 3 full-time staff observed.  Organizing
assistance from program/projects functions of the Officers 1 part-time Skills
Samahang of the Org. and Members. With a democratic process of (bookkeeper) With PMES for new members but No  Monitoring and
nayon decision making thru application Form. Evaluation
Program. Has an Annual Plan, Has its own physical consultation during general  Financial
At present very but no Long term center and Office. assembly. With committee on M&E, but no Management
active plans (3 yrs.) proper assessment, monitoring and  Gender
organization in With Clear coordination with evaluation mechanism, only project Sensitivity
the Barangay Majority of the the officers. base.  Values
and assisted by members give time Formation
DA and Nestle. and effort. Sometimes, delegation of Projects being implemented:  Paralegalism
Equal view with task were not observe by the - Coffee Milling
men, women, officers. - Coffee Plant Nursery Conducted Farmer
young and old. - Solar Dryer Business School &
Cluster leader as second liner - Sari-Sari Store Coffee Production
leader. - Coffee Buying Station with Training by Nestle.
warehouse
With written project policy and
understood by the members.
With clear filling system and recording
of minutes from previous meetings.
OD Phase III II II II II III II III III

Recommend Needs PMES for Review the CBL during Further develop second liners Establish the standard financial system Needs more training Find other
ations during new members the assembly meeting. on leadership and for Officers and sources of
PO management. Members. funds.
Assessment
 Proposed Organizational Development Intervention within 12 months:
Goal: Towards autonomy and self-reliance (Phase 3) for New Eden Multi-purpose Cooperative (NEMUCO)

Organizational Development Indicators (9S)

Strength in Sectoral
Status of the Shared Values/ Structure & Source of
Style of Leadership Membership & Systems & Procedure Competence Solidarity/
Organization Purpose Relationship Fund
Staffing Linkages
Proposed Consistently Formulated Long- Has regular elections Second liners/ Members have Functional Planning, Basic education and Active With 95%
Interventio Complied term (3 year) and conducted, cluster leaders the capacity to Implementation, Monitoring and training programs participation dues paying
n with short term (1 year) spearheaded by the developed and check and Evaluation (PIME) Mechanisms. established with partner in the membership;
Municipal organizational committee on active. change non- agencies/NGOs in Barangay
LGU development elections. performing With a standard Financial System consultation with the Development Multi-source
accreditation plans. Tasks delegated to leaders. duly audited by external PO’s assembly such as: Council (BDC). of funds and
Feedback mechanism different leaders auditors/CPAs. -Project Proposal Making capable of
Complied VMG and for the performance and members With regular/full -Leadership Representatio raising
with timely Constitution and of leaders and effectively. time staff in- PO installs permanent -Facilitation n at the external
submission of by-laws have been members installed. charge in the mechanisms to address PO -Organizing Skills Municipal funds.
required BIR internalized by 50% of leaders are administration internal conflicts thru “Grievance -Monitoring and Development
documents. majority of the Has functional project women. of the Committee” Evaluation Council.
With active members committees and other organization or -Financial Management
Certificate of and regularly appropriate management of Active
Good reviewed. committees. the Education programs participation
Standing Review the VMG projects/progra participated by 50% of in the
(CDA) and Constitution ms the members. formation of
With and by-laws. municipal
Certificate of Capable of Financial level network
Tax Management (financial (inter-
Exemption projection, accessing, barangay PO)
(BIR). controls);
Good linkage
Strengthening of coffee- with
based and Non-coffee government
base enterprise with agencies and
NGO/agencies support. private
organization.
NOTE:
 People’s Organization Assessment

Name of Organization: Portulin Coffee Business Association

Location: Brgy. Portulin, Municipality of Pangantucan, Bukidnon
Date of Assessment: October 30, 2019
Organizational Development Indicators (9S)
Strength in Sectoral
Status of the Shared Values/ Structure &
Style of Leadership Membership & Systems & Procedure Competence Solidarity/ Source of Fund
Organization Purpose Relationship
Staffing Linkages
Assessment Newly NO written No clear Has a clear set of Membership: Has a clear recording on cash Many officers and Not a member in Fund Sources:
Organized Organizational organizational elected officers. Start: 14 transactions with temporary members have not Barangay - Membership
and Vision, Mission and structure 4 Officers. Present: 41 receipt, but No Official receipt and undergone Development free (P 150)
registered on Goals (VMG). Still needs P.I.O. No voucher in releasing cash. trainings like: Council.
May 15, 2019 Has a written Members are No established standard financial  Project With Capital
under the Most of the Constitution and By- With a democratic mostly are men. systems. Proposal Partnership with Share of P500
Department members do not laws (CBL) but needs process of decision Treasurer regularly report the making the Municipal to be lend to
of Labor and understand the further orientation making thru 100% active. financial status of the organization.  Leadership DA, Brgy. LGU, members at 5
Employment project of the PO with the members. consultation during No proper membership mechanism  Facilitation GIZ, Nestle, % interest per
(DOLE) with (Coffee Project). meetings. Majority Nobody quit. & process (PMES)  Organizing month.
the assistance 90% of the members wins Skills
from with No organizational pay membership fee. No PMES for Regular Monthly Meeting: 15th  Monitoring
GIZ, NESTLE, development/ No second liner new members No reading of previous meetings and Evaluation Capital?
Municipal operational plan. Has a clear roles and leader identified regularly observed.  Financial
Agriculture functions of the and develop. Management
Office. Majority of the Officers and No M&E mechanism.  Gender
members give time Members. No Projects yet being Sensitivity
Active and effort. implemented, aside from the  Values
organization Equal view with Coffee Production and FBS with Formation
in the men, women, Nestle.  Paralegalism
Barangay but young and old. No Annual Operational Plan
not yet With filling system. Conducted Farmer
formally No recording of minutes from Business School &
recognized. previous meetings. Coffee Production
Assisted by Training by Nestle.
DA, Nestle,
GIZ.
OD Phase II I I II II I I I I
Recommen
dations
during PO
Assessment
 Proposed Organizational Development Intervention within 12 months:
Goal: PO Strengthening (Phase 2) for Portulin Coffee Business Association

Organizational Development Indicators (9S)

Strength in Sectoral
Status of the Shared Values/ Structure &
Style of Leadership Membership & Systems & Procedure Competence Solidarity/ Source of Fund
Organization Purpose Relationship
Staffing Linkages
Target Assist PO 50% of the With functional Elected leaders At least 30% are Planning, Implementation, Basic education and Formal With monthly
complied members structures; developed and women if the Monitoring and Evaluation training programs participation dues and fees;
with understand the - General Assembly; active. With (PIME) systems in place and established with partner in the
Municipal Vision & Mission of - Board of Directors Increased ratio of Members observed; agencies/NGOs in Barangay Clear Financial
LGU the Organization. - Officers women leaders capable of consultation with the Development administration
accreditation. - Executive (30% of leaders are checking the In placed Systems & Procedures PO’s assembly such as: Council (BDC)
PO has at least 1 Committees women) performance of on: -Project Proposal Making Capital:
year organizational their leaders -Record of transactions -Leadership Good linkage More than
development plan. Mechanisms to ensure Second liners/ -Cash Receipt & Cash Disbursed -Facilitation with P50,000.00
democratic processes informal leaders With (Vouchers). -Organizing Skills government
installed. identified & volunteer/part- -Monitoring and agencies and
developed. time staff in- Regular reporting of Treasurer Evaluation private
Group relationship charge in the on Financial Status of the PO. -Financial Management organization.
building programs in Key functions administration
place. distributed among of the Set regular schedule of meeting Education programs
several leaders. organization or and reading of minutes from conducted and
management of previous meetings is observed. participated by 50% of
Tasks delegated to the the members.
different leaders projects/progra With Monitoring and Evaluation
and members ms. Design. Capable of Financial
effectively. With proper Filling systems. Management (financial
projection, accessing,
Developed tools and policies for controls);
project implementation and
management Creation of small
livelihood or enterprise
with NGO/agencies
support.
Leaders and members
have the capacity to
resolve internal conflicts.
 PROJECT COFFEE PLUS
CONSOLIDATED ORGANIZATIONAL DEVELOPMENT PHASE
INDICATORS (9s)
Strength in
Status of the Shared Structure & Style of Systems & Skills and Sectoral Source
Mode of Membership &
Organization Values/Purpose Relationship Leadership Procedure Competence Solidarity/linkages of Fund
Intervention Name of PO Staffing

Capitan Juan Farmer Growers II I I II II I I I I

Association
Palambuon Farmers Association II II II II II II I II II

III II II II II III II III III

New Eden Multi-purpose Cooperative
Focus
Organization Kahugpungan sa Mag-uuma sa II I II II II II II I I
Kabukiran
La Roxas Coffee Growers Farmers II I II II II II I I I
Association
Malinao Imbariz Pud-ong Farmers II II II II II II I II II
Association

II I I II I II I II III
Batangason Farmers Association

II I I II II I I I I
Portulin Coffee Farmers Association
Concepcion Coffee Farmers
Association I I I I I I I I I
Barandias Coffee Farmers Association I I I I I
Service Lantay-Poblacion Small Coffee Farmers
Organization Association I I I I I I I I I
Nabaliwa Integrated Farmers
Association I I I I I I I I I

Upper Cluster Bagong Silang Tree and

Coffee Farmers Association (Spin-off
Organizing) I I I I I I I I I
Bagong Buhay Chapter of Pigtauranan
MPC (Chapter Organizing) I I I I I I I I I
Legend:
Phase I Phase II Phase III