Enfoques

Social Enterprise (SE) [Filipinas]

Katilingbanong Patigayon

approaches_3119 - Filipinas

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1. Información general

1.2 Detalles de contacto de las personas de referencia e instituciones involucradas en la evaluación y la documentación del Enfoque

Persona(s) de referencia clave/s

Sustainable Livelihood Officer (SLO):

Filipinas

Nombre del proyecto que facilitó la documentación/ evaluación del Enfoque (si fuera relevante)
Danajon Communities WATCH ( DCW)
Nombre de la(s) institución(es) que facilitaron la documentación/ evaluación del Enfoque si fuera relevante)
Philippine Partnership for the Development of Human Resoruces in Rural Areasy (PhilDHRRA) - Filipinas

1.3 Condiciones referidas al uso de datos documentados mediante WOCAT

¿Cuándo se compilaron los datos (en el campo)?

04/04/2017

El compilador y la/s persona(s) de referencia claves aceptan las condiciones acerca del uso de los datos documentados mediante WOCAT :

1.4 Referencia/s al/los Cuestionario(s) de Tecnologías MST

Artificial Reef
technologies

Artificial Reef [Filipinas]

Artificial Reef is a fish aggregating device that is considered as a sustainable alternative in the islands of Bohol. This technology can withstand the effects of gale warning, typhoons and extreme heat.

  • Compilador: Keeshia Lynn Marie Austria

2. Descripción del Enfoque MST

2.1 Breve descripción del Enfoque

Social Enterprise (SE) aimed to provide social protection among its members and generate additional family income. Above all, this approach will encourage the conservation, preservation and protection of the resources available in the community.

2.2 Descripción detallada del Enfoque MST

Descripción detallada del Enfoque MST:

Social Enterprise (SE) materialized because of the experiential processes conducted by the Sustainable Livelihood Officer. According to him, livelihood intervention should achieve the advocacy of the project, at the same time, relevant and suitable to the people living in the island and coastal communities. SE Approach was a result of the focus group discussions conducted in the community and livelihood consultations of the different stakeholders in the barangay level. According to the Local Government Code of the Philippines, Book III, Section 386 (a), A Barangay maybe created out of a contiguous territory which has a population of at least two thousand (2,000) inhabitants as certified by the National Statistics Office. Furthermore, Section 386 states that barangay is the basic political unit. It serves as the primary planning and implementing unit of government policies, plans, programs, projects, and
activities in the community, and as a forum wherein the collective views of the people may be expressed, crystallized and considered, and where disputes may be amicably settled.

Social Enterprise Project was determined using the following methods: resource mapping, identification of social enterprise project, planning and preparation which includes community equity fund, implementation, maintenance and monitoring, lastly, expansion and/or diversification of the implemented project. Once the enterprise is established, the organization will elect the members of their business management team. This is different from the set of officers typically present in every organization because business management team will focus on the business engagements only. The business management team is headed by the business manger, who will report directly to the president of the organization. The members of the team includes the following: treasurer, bookkeeper, purchaser and marketing team (if needed by the enterprise project).

The management team will receive 20% of the net income. Afterwards, the remaining net income will be divided according to the following percentage: 10% for disaster fund allocation, 10-20% for additional capital, and the remaining amount is allocated for individual member share. SE does not only focus on net profit but also the welfare of the community, its resources and social protection among its members. Social protection specifically means having disaster fund allocation per organization which is derived from the net income of the enterprise. This fund can be utilized by the organization before or after the onset of a disaster, depending on their agreed utilization guidelines. The sustainability components are the following: allocation for additional capital, depreciation cost for every equipment and experiential mentoring of the Livelihood Officer.

Based from the baseline study of DCW Project, Human Trafficking cases increased after a disaster. DCW project aimed to build resilient communities in order to combat Human Trafficking, however, conducting awareness sessions, coordination meetings with the local government unit and establishing HT referral system is not enough to prevent Human Trafficking. On the second year of the project, the project management team realized that livelihood component is the missing link in fighting against Human Trafficking. The body agreed that sustainable livelihood project means being adaptable and resilient to climate change. For the livelihood officer, group enterprise is an important mechanism in promoting adaptable and resilient livelihood project. This approach was granted to the People's Organization (PO) in the barangays who were organized or adopted by DCW project.

Due to the awareness sessions conducted, the organizations were motivated to join the advocacy activities like coastal clean-up and mangrove planting. They were also invited to join forums on the Solid Waste Management (SWM), referral pathway on Human Trafficking (HT) and awareness training on the causes and effects of Climate Change and sea level rise, since they are living in the island and coastal barangays. PO organizations serve as community partners of DCW project in facilitating learning sessions in the different barangays. Furthermore, DCW project provided inputs how to make their enterprise resilient and sustainable by being adaptive to the changing weather especially those organizations living in the island barangays.





2.3 Fotos del Enfoque

2.5 País/ región/ lugares donde el Enfoque fue aplicado

País:

Filipinas

Región/ Estado/ Provincia:

Province of Bohol

2.6 Fechas de inicio y conclusión del Enfoque

Indique año del inicio:

2016

Si no se conoce el año preciso, indique la fecha aproximada en la que se inició el Enfoque:

hace menos de 10 años (recientemente)

Comentarios:

The Social Enterprise project of the different organizations are currently ongoing.

2.7 Tipo de Enfoque

  • proyecto/ basado en un programa

2.8 Propósitos/ objetivos principales del Enfoque

Social Enterprise (SE) aimed to provide social protection among its members and generate additional family income. Above all, this approach will encourage the conservation, preservation and protection of the resources available in the community.

2.9 Condiciones que facilitan o impiden la implementación de la/s Tecnología/s aplicadas bajo el Enfoque

normas y valores sociales/ culturales/ religiosos
  • facilitan

Membership of the organization encouraged multi stakeholder participation.

disponibilidad/ acceso a recursos y servicios financieros
  • facilitan

The People's Organization (PO) can easily access financial resources and services if they were already established and registered by the different government agencies. One of the determinants of the capability of the PO is having annual financial statement, minutes of the organizational meetings and resolutions made by the organization.

  • impiden

Having a weak or inactive People's Organization. If the PO does not comply the necessary requirements of the different government agencies and inactive in the different organizational activities, then, they will have difficulty in accessing funds.

entorno institucional
  • facilitan

It will facilitate to address the needs of the organization like capacity building, technical assistance and financial support.

  • impiden

The bureaucratic procedures and priorities of every institution.

colaboración/ coordinación de actores
  • facilitan

It will make the decision-making process participatory and according to the needs of the majority.

marco de trabajo legal (tenencia de tierra, derechos de uso de tierra y agua)
  • facilitan

This approach specifically refers to Coastal Resource Management (CRM). The project implementer, People's Organization (PO) and the CRM officer already had partnership. Moreover, the PO representative is one of the members of CRM council to ensure legal identity of the Social Enterprise projects.

políticas
  • facilitan

It will give directions and set the standards of the organization.

  • impiden

If the policies mandated were not agreed by the majority.

mercados (para comprar insumos, vender productos) y precios
  • facilitan

The People's Organization (PO) already established linkage to the different markets.

  • impiden

The quality of product expected by the buyers is not met by the People's Organization.

carga de trabajo, disponibilidad de mano de obra
  • facilitan

DCW Project provided Social Enterprise (SE) guidelines for business operation, financial management and monitoring of enterprise.

3. Participación y roles de las partes interesadas involucradas

3.1 Partes interesadas involucradas en el Enfoque y sus roles

  • organizaciones comunitarias

People's Organization

The implementer and beneficiary of the project.

  • especialistas MST/consejeros agrícolas

Sustainable Livelihood Officer: Male, 59 years old

Facilitates the implementation of the SE projects and provides technical assistance to the PO and project staff.

  • gobierno local

Municipal and barangay local government unit

Support system through legislation and resolution that adheres the needs of the PO.

3.2 Involucramiento de los usuarios locales de tierras/ comunidades locales en las distintas fases del Enfoque
Involucramiento de los usuarios locales de tierras/ comunidades locales Especifique quién se involucró y describa las actividades
iniciación/ motivación interactivo PO members, Sustainable Livelihood Officer, Field Officers, Area Supervisors and representative of the barangay council. Activity: FGD, resource mapping, consultations and assessment of the organizations capability in handling social enterprise project.
planificación interactivo PO members, Sustainable Livelihood Officer, Field Officers, Area Supervisors and representative of the barangay council
implementación auto-movilización PO members, Sustainable Livelihood Officer, Field Officers and Area Supervisors
monitoreo y evaluación auto-movilización PO members, Sustainable Livelihood Officer and Field Officers

3.3 Flujograma (si estuviera disponible)

Descripción:

Capacity building on Disaster Risk Reduction (DRR) and Human Trafficking (HT) is integrated in this approach so that PO members will have greater appreciation on the preservation, conservation and protection goal of SE approach. The Sustainable Livelihood Officer (SLO) served as facilitator and guide of the PO in strengthening their organization and implementing their enterprise. He will also provide technical assistance, conduct coaching and mentoring sessions within the project term. Frequency of monitoring will depend on the nature of their SE project.

Autor:

Guillermo P. Bagacay

3.4 La toma de decisiones en la selección de Tecnología(s) MST

Especifique quién decidió la selección de las Tecnología/ Tecnologías a implementarse:
  • todos los actores relevantes, como parte de un enfoque participativo
Explique:

Focus Group Discussion (FGD) and livelihood consultations in the barangay level were conducted by the livelihood officer in order to achieve a feasible and suitable Social Enterprise project specific for their community. After leveling off and the exchange of ideas based from their previous experience vis-a-vi the current trend of the weather patterns and climate change, the organization finally arrived to a conclusion and implement their desired social enterprise project.

Especifique las bases que sustentaron la toma de decisiones:
  • la experiencia personal y opiniones (no documentadas)

4. Apoyo técnico, fortalecimiento institucional y gestión del conocimiento

4.1 Construcción de capacidades / capacitación

¿Se proporcionó la capacitación a usuarios de tierras/ otras partes interesadas?

Especifique quién fue capacitado:
  • usuarios de tierras
Forma de capacitación:
  • áreas de demostración
Forma de capacitación:
  • On-site coaching and mentoring
Temas avanzados:

1) Technical Assistance in drafting proposals and lobbying
2) Financial Recording and Bookkeeping
3) Value Chain Analysis
4) Enterprise Development
5) Occupational Health and Health Standards

4.2 Servicio de asesoría

¿Los usuarios de tierras tienen acceso a un servicio de asesoría?

Especifique si servicio proporcionado se realizó:
  • en los campos de los usuarios de tierras

4.3 Fortalecimiento institucional (desarrollo institucional)

¿Se establecieron o fortalecieron instituciones mediante el Enfoque?
  • sí, moderadamente
Especifique el nivel o los niveles en los que se fortalecieron o establecieron las instituciones:
  • local
Describa la institución, roles y responsabilidades, miembros, etc.

Some of the members of the organization are capacitated to become local champions. Local champions means they have the ability to facilitate learning sessions, actively involved in organizational activities and empowered enough to link and lobby with the different line agencies. While the leaders of the organization are trained to manage their organizations and social enterprise.

Especifique el tipo de apoyo:
  • financiero
  • construcción de capacidades/ entrenamiento
  • Seed Capital worth Php30,000

4.4 Monitoreo y evaluación

¿El monitoreo y la evaluación forman parte del Enfoque?

Si respondió que sí, ¿la documentación se utilizará para monitoreo y evaluación?

No

4.5 Investigación

¿La investigación formó parte del Enfoque?

No

5. Financiamiento y apoyo material externo

5.1 Presupuesto anual para el componente MST del Enfoque

Si no se conoce el presupuesto anual preciso, indique el rango:
  • 2,000-10,000
Comentarios (ej. fuentes principales de financiamiento/ donantes principales):

DCW Project is funded by Caritas Switzerland and JTIF

5.2 Apoyo financiero/material proporcionado a los usuarios de tierras

¿Los usuarios de tierras recibieron financiamiento/ apoyo material para implementar la Tecnología/ Tecnologías? :

No

5.3 Subsidios para insumos específicos (incluyendo mano de obra)

  • ninguno
 
Si la mano de obra de usuarios de tierras fue un insumo sustancial, ¿fue:
  • voluntario?

5.4 Crédito

¿Se proporcionó crédito bajo el Enfoque para actividades MST?

No

5.5 Otros incentivos o instrumentos

¿Se usaron otros incentivos o instrumentos para promover la implementación de Tecnologías MST?

No

6. Análisis de impacto y comentarios de conclusión

6.1 Impactos del Enfoque

¿El Enfoque empoderó a los usuarios locales de tierras, mejoró el involucramiento de las partes interesadas?
  • No
  • Sí, un poco
  • Sí, moderadamente
  • Sí, mucho

SE approach integrates the lesson learned from their experience during Typhoon Haiyan and Bohol earthquake and sustainability measures of the community. This approach is localized to ensure that the project is suitable and adaptable to their respective communities.

¿El Enfoque facilitó la toma de decisiones basada en evidencia?
  • No
  • Sí, un poco
  • Sí, moderadamente
  • Sí, mucho

Yes because the planning process was represented by the different stakeholders in the barangay.

¿El Enfoque ayudó a los usuarios de tierras a implementar y mantener Tecnologías MST?
  • No
  • Sí, un poco
  • Sí, moderadamente
  • Sí, mucho

Yes because the approach serves as guide from planning to implementation and monitoring of the project.

¿El Enfoque mejoró el conocimiento y capacidades de los usuarios para implementar MST?
  • No
  • Sí, un poco
  • Sí, moderadamente
  • Sí, mucho

Yes because the PO members are now financial literate and underwent series of financial coaching and mentoring sessions.

¿El Enfoque empoderó a grupos en desventaja social y económica?
  • No
  • Sí, un poco
  • Sí, moderadamente
  • Sí, mucho

Yes because the women, senior citizens and persons with disability are members of the organization.

¿El Enfoque mejoró la equidad de género y empoderó a las mujeres y niñas?
  • No
  • Sí, un poco
  • Sí, moderadamente
  • Sí, mucho

Yes because every member has their shared efforts.

trainings provided and linkage to different government agencies

¿El Enfoque mejoró la capacidad de los usuarios de tierras a adaptarse a los cambios climáticos/ extemos y mitigar desastres relacionados al clima?
  • No
  • Sí, un poco
  • Sí, moderadamente
  • Sí, mucho

It is because the goal of the approach is to establish sustainable social enterprise that can adapt to climate change especially that they are living in the island and coastal barangays of Bohol, Philippines.

¿El Enfoque llevó a oportunidades de empleo, ingresos?
  • No
  • Sí, un poco
  • Sí, moderadamente
  • Sí, mucho

Resource-based projects needs additional manpower during harvest.

6.2 Motivación principal del usuario de la tierra para implementar MST

  • producción incrementada

Establish resilient and suitable enterprise in their respective communities.

  • reducción del riesgo de desastres naturales

By means of allocating disaster funds and adaptability measures of the enterprise as part of its sustainability plan.

  • conocimiento y capacidades mejorados de MST

This is a livelihood approach that does not just focus on profit but also on social awareness and climate change adaptation.

6.3 Sostenibilidad de las actividades del Enfoque

¿Pueden los usuarios de tierras sostener lo que se implementó mediante el Enfoque (sin apoyo externo)?
  • incierto
Si respondió no o incierto, especifique y comente:

Because the dynamics within the organization is a vital factor in sustainability. The role of a second liner of the key positions and business management team is crucial as well since they are involve in the technical support and business processes.

6.4 Fortalezas/ ventajas del Enfoque

Fuerzas/ ventajas/ oportunidades desde la perspectiva del usuario de la tierra
This is not an individualistic approach but a group effort in order to revive the "bayanihan" spirit (spirit of communal unity, work and cooperation to achieve a particular goal) and social awareness.
The People's Organization (PO) members underwent training like financial management, Value Chain Analysis (VCA), Occupational Safety and Health Standards (OSHS). What made this approach different from their previous livelihood projects is that, the PO were guided from planning to implementation and monitored on a monthly basis to ensure the continuity of their business engagement. Also, there were mentoring and coaching sessions provided by the livelihood officer and consultant on financial recording and bookkeeping.
The PO learned that it is not only about the quality of output, rather, the quality starting from its source to production and marketing. Moreover, its impact on their environment and community.
Fuerzas/ ventajas/ oportunidades desde la perspectiva del compilador o de otra persona de referencia clave
This approach will not only focus on profit but also on environmental protection, conservation and preservation.
Increase fish production because it will lessen the pressure of their usual fishing ground and minimize over fishing.
Alternative source of income to the fishers especially if there's gale warning and typhoons.

6.5 Debilidades/ desventajas del Enfoque y formas de sobreponerse a ellos

Debilidades/ desventajas/ riesgos desde la perspectiva del usuario de la tierra ¿Cómo sobreponerse a ellas?
Turn over of Business Management Team especially the bookkeeper position because it is time demanding and keen on details. Choose a bookkeeper that is willing enough to follow through the records and no problem on his/her eye sight.
Encourage and train second liner on the key positions.
Provide honorarium to the business management team.
Security of tenure (land/sea) of their project site or production building. To enter a Memoramdum of Agreement (MOA) between the local government units.
Lobbying in the local government unit to pass a resolution allowing the PO to use the land/sea as project site or production building.
Sustainability of the project even after DCW. The project holder will enter a Memorandum of Agreement (MOA) between the local government unit as partners of the community in sustaining their project.
Provided technical skills training to the PO so that they can mange their enterprise even after DCW project.
Ensure registration and accreditation of the POs in the different committees of the local government unit and different government agencies.
Debilidades/ desventajas/ riesgos desde la perspectiva del compilador o de otra persona de referencia clave ¿Cómo sobreponerse a ellas?
2 years and 9 months is not enough to mold a strong and dynamic community-based social enterprise. Linkage to the Local Government Unit (LGU) and the different line agencies like Department of Trade and Industries (DTI), Bureau of Fisheries and Aquatic Resources (BFAR) and Department of Science and Technology (DOST).
Upgrading of the People's Organization (PO) knowledge on production technology, marketing and product packaging. Linkage to the different line agencies like Department of Trade and Industries (DTI), Bureau of Fisheries and Aquatic Resources (BFAR) and Department of Science and Technology (DOST) because they have the expertise to support the needs of the PO. For example, DTI for marketing and linkage and DOST for product development.
Capacity to access funds from the different line agencies and fund donors. Train the PO to conceptualize a project based from their needs, write project proposals and submit it to the concern agencies for funding.

7. Referencias y vínculos

7.1 Métodos/ fuentes de información

  • visitas de campo, encuestas de campo

along with monthly monitoring visits and Occupational Safety and Health Standards (OSHS)

  • entrevistas con usuarios de tierras

two respondent per organization

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