Title
Guidelines for Cooperative Annual Report
Law
Cda Memorandum Circular No. 2007-11
Decision Date
Nov 29, 2007
The Cooperative Development Authority establishes guidelines for the annual submission of the Cooperative Annual Performance Report (CAPR) to enhance operational transparency and performance assessment across all registered cooperatives.
A

Purpose of the Cooperative Annual Performance Report (CAPR)

  • To provide relevant and updated data on the operational status and performance of cooperatives.
  • To simplify administrative and reporting requirements for cooperatives.
  • To establish a reliable and progressive cooperative performance information system.
  • To facilitate comparison among cooperatives within the same category.

Submission Procedures and Designated Offices

  • Primary, secondary, and other cooperatives submit CAPR to the respective Extension Office.
  • Cooperatives with inter-regional coverage submit CAPR to the Extension Office of their principal office.
  • National coverage tertiary cooperatives, Electric Cooperatives, Cooperative Banks, and Insurance Cooperatives submit CAPR to the Central Office Registration Division.

Format and Forms

  • Use of prescribed CAPR FORM 01-2007, consolidating Annual Report, General Information Sheet, and Inspection Working Paper (IWP).

Submission Deadlines

  • Section I (General Information) due within 60 days after fiscal year-end.
  • Sections II and III (Financial Information) due within 90 days after fiscal year-end.
  • Both sections may be submitted simultaneously within the prescribed deadlines.

Designated Accomplisher and Certification

  • Cooperative must designate an employee, preferably the accountant, to accomplish the CAPR.
  • CAPR must be certified as true and correct by the Chairman of the Board or Manager.

Review and Verification Process

  • Area Cooperative Development Specialist (CDS) to check CAPR completeness and accuracy prior to submission.
  • Senior CDS for Registration to review submitted CAPR for completeness and consistency.
  • Extension Offices responsible for encoding CAPR data into the Cooperative Information System (CIS).

Information Dissemination

  • CDA’s Cooperative Research and Training Division/Unit tasked with wide dissemination of the guidelines through Central and Extension Offices.

Effectivity

  • Guidelines applicable starting Calendar Year 2008.

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