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SIMPLIFIED ECONOMIC SURVEY

FOR PRIMARY COOPERATIVES:

I. GENERAL INFORMATION

a. Proposed Name:[click here and type the name of co-op. Should be


consistent with Art. I of the Articles of Cooperation]
b. Type of Cooperative: [click here and enter the type of the
cooperative. Should be consistent with the Articles of
Cooperation]
c. Field of Membership: [click here and type the field of membership.
Should be consistent with Art. VII of the Articles of Cooperation]
d. Address of Cooperative: [click here and type the postal address of
the co-op. Should be consistent with Art. V of the Articles of
Cooperation]
e. No. of Original Member: [click here and type the number in figures.
Should be consitent with the number of cooperators in the
Articles of Cooperation]
f. Projected Increase in Membership for the:
1st Year :______
2nd Year:______
3rd Year:______

II. PURPOSE OF THE COOPERATIVE:

A. General Purpose:
_____________________________________________________________________________
______________________________________________________________

B. Secondary Purposes:
_____________________________________________________________________________
___________________________________________________________

C. Proposed Business Activities (State goods/products/services to be


offered by the proposed cooperative:
_____________________________________________________________________________
______________________________________________________________

III. ECONOMIC AND TECHNICAL ASPECTS OF BUSINESS OPERATIONS:

a. Are there any other entities (such as cooperatives) within your proposed
area that offer the same goods/services offered by your proposed
cooperative? If so, state how many and what is the total volume of
business they generate.
__________________________________________________________________________
__________________________________________________________________________
________________________________________________________

b. How many employees and where will the cooperative get the personnel
required to administer business operation of the cooperative?
__________________________________________________________________________
__________________________________________________________________________
________________________________________________________

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c. What machineries/equipment will be required for the business operation
of the cooperative.
__________________________________________________________________________
__________________________________________________________________________
_______________________________________________________

d. Do the officers/employees/members need any special training for the


business operations of the cooperative? If so, what?

e. Given the present situation in your proposed area, explain how the
proposed cooperative will succeed in its operations.
__________________________________________________________________________
__________________________________________________________________________
_______________________________________________________

IV. FINANCIAL ASPECTS:

a. Where and how will the cooperative obtain its operating capital? State
whether contributions/loans/donations/grants.
__________________________________________________________________________
__________________________________________________________________________
________________________________________________________

b. How much may the cooperative earn during the first year of business
operation? _______________________
c. In its second Year?_____________
d. Third Year? ______________________________________________________

e. How much will the Cooperative require for its operating expenses in the
First Year?
First Year? ____________________________
Second Year? ____________________________
Third Year? ____________________________

f. Does the Cooperative intend to have capital investment? If so, state what
capital investments and when such will be realized.
__________________________________________________________________________
__________________________________________________________________________
________________________________________________________

V. MANAGEMENT STRUCTURE:

a. Who will be designated to manage the day-to-day operations of the


Cooperative?
__________________________________________________________________________
__________________________________________________________________________
________________________________________________________

b. Will the members be required to deposit their services with the


cooperative?

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__________________________________________________________________________
__________________________________________________________________________
_____________________________________________________

c. How many persons will comprise the Board of Directors of the


Cooperative?
__________________________________________________________________________
__________________________________________________________________________
________________________________________________________

d. What will be the role of the Board of Directors?


__________________________________________________________________________
__________________________________________________________________________
_______________________________________________________

e. Will the cooperative have an Audit Committee? __________


f. Will the Cooperative have a Credit Committee? __________
g. Will the Cooperative hire an Accountant/Bookkeeper?________
• Name of Accountant/ Bookkeeper
______________________________________________
h. What will be the proposed compensation of the following?

(1) Manager ________________________________________


(2) Accountant ________________________________________
(3) Clerks ________________________________________
(4) Others ________________________________________

SUBMITTED BY: ____________________


POSITION: Chairperson

Note:
Remember that this is only a guideline; you may add, revise or omit items that
are not applicable to your proposed cooperative. The CDA reserve the right to
conduct an investigation into the proposed operations of the Cooperative.
There is no need to submit project Financial Statements and Cash flow for three
years.

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