CDA-CRF –FR-05

Revision No. 0

ECONOMIC SURVEY

OF

SIKAP AT ASENSO NG MAUNLAD NA MAMAMAYAN COOPERATIVE

BACKGROUND:

1. General Purposes

a. To encourage thrift and savings mobilization among the membersfor capital

formation.
b. To create fund in order to grant loans for productive andprovidential purposes
to its members.
2. Secondary Purpose

a. To promote the cooperative as a way of life for improving the socialand

economic well-being of the community.

b. To actively support the local government and other concernedorganizations

in promoting the cooperative as a practical meanstoward sustainable

socioeconomic development under a truly justand democratic society

c. To do any related activity for the members and self-government,and to

improve social and/or economic well-being.

d. To undertake other activities for effective and efficientimplementation of the

provisions of the cooperative code.

e. To develop the knowledge of the members on the principles and practices of

cooperatives to enable them to actively and competently participate in
managing the affairs of the cooperatives.

f. To institutionalize a dynamic savings mobilization and capital build-up

scheme to sustain its development activities and long-term investment.

g. To implement policy guidelines that will ensure transparency, equitable

access to its resources and services, and promote the interests of its
members

h.

I. GENERAL INFORMATION

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 A. Office Address of the CSF Cooperative: Filinvest Homesite PEA 2B, Barangay
Langgam, City of San Pedro, Laguna

B. Area of Operation: Barangay Langgam, City of San Pedro, Laguna

C. Common Bond of Membership: _______ Associational

D. Composition of Members:
______ Cooperatives _______ LGU _______ GAS
______ NGO’s _______ GFI’s

E. No. of Founding/Organizing Members:

_____ Cooperatives
_____ NGO’s
_____ LGU’s
_____ GFI’s
_____ GA’s

_____ Total

F. Projected increased of Membership for:

First Year: 50
Second Year: 100
Third Year: 250

G. Authorized Capital PhP 2,500.00

Subscribed Capital PhP 1,000.00
Paid Up Capital PhP 26,000.00

Par Value: PhP 1,000.00

H. Credit Surety Fund /Restricted Capital for Surety PhP 300,000.00

II. STRATEGIC OPERATIONAL STUDIES

A. ECONOMIC ASPECT

1. What strategies shall the proposed cooperative implement to ensure the

support of the members?

___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

2. What risk management policies must the proposed CSF Coop follow?

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 ___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

B. FINANCIAL ASPECT

1. Capitalization

a. In pursuing its economic activities, how shall the proposed

Cooperative generate its capital?

_____ Share Capital Subscription

_____ Deferred payment of Patronage refund/interest on Share Capital
(Revolving Capital)
_____ Solicitation/Acceptance of donations, subsidies, grants, etc.

b. How much is the Proposed Cooperative’s Initial operating Capital?

PhP 100,000.00

c. Strategies for internal capital build up. _____________________________

2. Revenue
Projected revenue based on the initial operating capital.

First Year : __________________________________________________________

Second Year: __________________________________________________________
Third Year : __________________________________________________________

3. Expenditure

How much is the expected expenses, for

First Year : __________________________________________________________

Second Year: __________________________________________________________
Third Year : __________________________________________________________

4. Investment
Does the Cooperative intend to invest in the following?

_______ Government Securities

_______ Time deposits

5. Restricted Capital for Surety/ Credit Surety Fund

Projected amount of Fund based on initial operations.

First Year : _______________________________________________.

Second Year: _______________________________________________.
Third Year : _______________________________________________.

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 C. Technical Aspect

1. What equipment/machineries/facilities are deemed necessary for the

effective and efficient operation of the Cooperative? (please check)

______Computer
______Vault/Safe
______Filing Cabinet
______Calculator
______Chairs
______Typewriter
______Tables
______Others (specify)__________________________________________________

2. How would the Cooperative procure its equipment/machineries/facilities?

______Cash purchase Other mode/s (specify) ________________________________________

______Loans ___________________________________________________________________
______Donations _______________________________________________________________

3. What skills/experiences/trainings are deemed necessary for the members and officers?

__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________

D. Organizational Structure/ (attached organizational chart)

1. What qualifications/skills should the Board of Directors possess to enable them to formulate sound
policies, strategies and guidelines which would ensure the success of the Cooperative?
___________________________________________________________________________
_________________________________________________________________________________
_____________________________________________________________________________

2. For its initial operations, who among the following officers/employees should be hired by the
Cooperative.

POSITION NAME STATUS OF MINIMUM MONTHLY

APPOINTMENT EDUCATION COMPENSATION
EXPERIENCE/TRAINING
General Manager Christian M. Elected Volunteer
Bartolata
Accountant/Bookkeeper
Cashier
Others
(Permanent, Contractual, Full Time, Part Time, Volunteer, Etc)

3. What are the proposed Cooperative’s education programs for:

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 a) Members _________________________________________________________
b) Officers __________________________________________________________
c) Staff _____________________________________________________________

4. Who are the Chairmen and members of the following committees?

a) Audit_____________________________________________________________
____________________________________________________________________
____________________________________________________________________
b) Credit___________________________________________________________
____________________________________________________________________
____________________________________________________________________
c) Election___________________________________________________________
____________________________________________________________________
____________________________________________________________________
d) Education & Training________________________________________
____________________________________________________________________
_____________________________________________________________
e) Mediation/Conciliation _______________________________________________
____________________________________________________________________
____________________________________________________________________
f) Ethics_____________________________________________________
____________________________________________________________________
____________________________________________________________________
g) Others (Specify) _____________________________________________________
____________________________________________________________________
____________________________________________________________________

We, the founding Board of Directors, hereby certify that the foregoing Economic Survey was prepared in
accordance with the facts, information and other data which we believed are vital to the success of the initial
operations of the proposed CSF Cooperative.

SAMUEL R. RIVERA JOSE A. TESADO

CHAIRMAN VICE CHAIRMAN

JOY A. TACTACAN CHONA F. BETITA JENE G. JAVIER

DIRECTOR DIRECTOR DIRECTOR

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 RAQUEL H. MORCOZO JHUDEL MEA A. MONDRANO
DIRECTOR DIRECTOR

TEOFILO J. LABRAGUE SR SALVA, MARY JANE R.

DIRECTOR DIRECTOR

Subscribed and sworn to before me this _______ day of _________, 202___ in _______________,
Philippines above affiants exhibiting to me their valid proof of identity

NAME ID NO. CTC NO. DATE & PLACE ISSUED

1. Rivera, Samuel R. 08727087 3-20-23/San Pedro, Lag
2. Tesado, Jose A. 08728414 3-15-23/San Pedro, Lag.
3. Go, Juliana Andrea B. 08727011 3-23-23/San Pedr, Lag.
4. Lanuevo, Jessica 08727001 3-23-23/San Pedro, Lag
5. Torredo, Ronnie 08727010 3-23-23/San Pedro, Lag.
6. Gumios, Vivian 08727006 3-23-23/San Pedr, Lag.
7. Bartolata, Christian M. 08727005 3-23-23/San Pedro, Lag.
8. Valdezco, Jehailyn 08727009 3-23-23/San Pedro, Lag.
9.Tactacan, Joy A. 08727007 3-23-23/San Pedro, Lag.
10.Betita, Chona F. 08727008 3-23-23/San Pedro, Lag.
11.Algire, Rose Ann 08727014 3-23-23/San Pedr, Lag.
12.Morcozo, Raquel H. 08727067 3-17-23/San Pedro,Lag.
13.Mondrano, Judhel Mea A. 08727004 3-23-23/San Pedro, Lag.
14.Salva, Mary Jane R. 08727002 3-23-23/San Pedro, Lag.
15.Javier, Jene G. 08727013 3-23-23/San Pedr, Lag.
16.Go, Heather Rose B. 08727086 3-20-23/San Pedro, Lag
17. Labrague, Teofilo Sr. 08727003 3-23-23/San Pedro, Lag.
18. Roca, Sonia R. 08727019 3-23-23/San Pedro, Lag.

All known to me and to me known to be the same persons who executed the foregoing
Articles of Cooperation and who acknowledged to me that the same is their free act and
voluntary deed.

NOTARY PUBLIC

Doc. No.: ___________

Page No.: ___________

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Book No.: ___________
Series of ____________

NOTE: The CDA reserves the right to review/verify the authenticity/viability of the information provided in this survey
and may require the proponent to modify, revise or amend the whole or any part thereof if necessary, or, if found to be
economically unfeasible, deny the registration of the Cooperative.

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