Approches

Social Enterprise (SE) [Philippines]

Katilingbanong Patigayon

approaches_3119 - Philippines

État complet : 92%

1. Informations générales

1.2 Coordonnées des personnes-ressources et des institutions impliquées dans l'évaluation et la documentation de l'Approche

Personne(s) ressource(s) clé(s)

Sustainable Livelihood Officer (SLO):

Philippines

Nom du projet qui a facilité la documentation/ l'évaluation de l'Approche (si pertinent)
Danajon Communities WATCH ( DCW)
Nom du ou des institutions qui ont facilité la documentation/ l'évaluation de l'Approche (si pertinent)
Philippine Partnership for the Development of Human Resoruces in Rural Areasy (PhilDHRRA) - Philippines

1.3 Conditions relatives à l'utilisation par WOCAT des données documentées

Quand les données ont-elles été compilées (sur le terrain)?

04/04/2017

Le compilateur et la(les) personne(s) ressource(s) acceptent les conditions relatives à l'utilisation par WOCAT des données documentées:

Oui

1.4 Références au(x) questionnaire(s) sur les Technologies de GDT

Artificial Reef
technologies

Artificial Reef [Philippines]

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.

  • Compilateur : Keeshia Lynn Marie Austria

2. Description de l'Approche de GDT

2.1 Courte description de l'Approche

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 Description détaillée de l'Approche

Description détaillée de l'Approche:

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 Photos de l'approche

2.5 Pays/ région/ lieux où l'Approche a été appliquée

Pays:

Philippines

Région/ Etat/ Province:

Province of Bohol

2.6 Dates de début et de fin de l'Approche

Indiquez l'année de démarrage:

2016

Si l'année précise est inconnue, indiquez approximativement quand l'Approche a démarré:

il y a moins de 10 ans (récemment)

Commentaires:

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

2.7 Type d'Approche

  • fondé sur un projet/ programme

2.8 Principaux objectifs de l'Approche

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 Conditions favorisant ou entravant la mise en œuvre de la(des) Technologie(s) appliquée(s) sous l'Approche

normes et valeurs sociales/ culturelles/ religieuses
  • favorise

Membership of the organization encouraged multi stakeholder participation.

disponibilité/ accès aux ressources et services financiers
  • favorise

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.

  • entrave

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.

cadre institutionnel
  • favorise

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

  • entrave

The bureaucratic procedures and priorities of every institution.

collaboration/ coordination des acteurs
  • favorise

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

cadre juridique (régime foncier, droits d'utilisation des terres et de l'eau)
  • favorise

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.

cadre politique
  • favorise

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

  • entrave

If the policies mandated were not agreed by the majority.

marchés (pour acheter les intrants, vendre les produits) et prix
  • favorise

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

  • entrave

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

charge de travail, disponibilité de la main-d'œuvre
  • favorise

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

3. Participation et rôles des parties prenantes impliquées dans l'Approche

3.1 Parties prenantes impliquées dans l'Approche et rôles

  • organisations communautaires

People's Organization

The implementer and beneficiary of the project.

  • Spécialistes de la GDT/ conseillers agricoles

Sustainable Livelihood Officer: Male, 59 years old

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

  • gouvernement local

Municipal and barangay local government unit

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

3.2 Participation des exploitants locaux des terres/ communautés locales aux différentes phases de l'Approche
Participation des exploitants locaux des terres/ communautés locales Spécifiez qui était impliqué et décrivez les activités
initiation/ motivation interactive 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.
planification interactive PO members, Sustainable Livelihood Officer, Field Officers, Area Supervisors and representative of the barangay council
mise en œuvre auto-mobilisation PO members, Sustainable Livelihood Officer, Field Officers and Area Supervisors
suivi/ évaluation auto-mobilisation PO members, Sustainable Livelihood Officer and Field Officers

3.3 Diagramme/ organigramme (si disponible)

Description:

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.

Auteur:

Guillermo P. Bagacay

3.4 Prises de décision pour la sélection de la Technologie/ des Technologies

Indiquez qui a décidé de la sélection de la Technologie/ des Technologies à mettre en œuvre:
  • tous les acteurs concernés dans le cadre d'une approche participative
Expliquez:

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.

Spécifiez sur quelle base ont été prises les décisions:
  • expériences et opinions personnelles (non documentées)

4. Soutien technique, renforcement des capacités et gestion des connaissances

4.1 Renforcement des capacités/ formation

Une formation a-t-elle été dispensée aux exploitants des terres/ autres parties prenantes?

Oui

Spécifiez qui a été formé:
  • exploitants des terres
Formats de la formation:
  • zones de démonstration
Formats de la formation:
  • On-site coaching and mentoring
Thèmes abordés:

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 Service de conseils

Les exploitants des terres ont-ils accès à un service de conseils?

Oui

Spécifiez si le service de conseils est fourni:
  • dans les champs des exploitants?

4.3 Renforcement des institutions (développement organisationnel)

Des institutions ont elles été mises en place ou renforcées par le biais de l'Approche?
  • oui, modérément
Spécifiez à quel(s) niveau(x), ces institutions ont été renforcées ou mises en place:
  • local
Décrivez l'institution, ses rôles et responsabilités, ses membres, 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.

Précisez le type de soutien:
  • financier
  • renforcement des capacités/ formation
  • Seed Capital worth Php30,000

4.4 Suivi et évaluation

Le suivi et l'évaluation font ils partie de l'Approche? :

Oui

Si oui, ce document est-il destiné à être utilisé pour le suivi et l'évaluation?

Non

4.5 Recherche

La recherche a-t-elle fait partie intégrante de l’Approche?

Non

5. Financement et soutien matériel externe

5.1 Budget annuel de la composante GDT de l'Approche

Si le budget annuel précis n'est pas connu, indiquez une fourchette:
  • 2 000-10 000
Commentez (par ex. principales sources de financement/ principaux bailleurs de fonds):

DCW Project is funded by Caritas Switzerland and JTIF

5.2 Soutiens financiers/ matériels fournis aux exploitants des terres

Les exploitants des terres ont-ils reçu un soutien financier/ matériel pour la mise en œuvre de la Technologie/ des Technologies?

Non

5.3 Subventions pour des intrants spécifiques (incluant la main d'œuvre)

  • aucun
 
Si la main d'œuvre fournie par les exploitants des terres était un intrant substantiel, elle était:
  • volontaire

5.4 Crédits

Des crédits ont-ils été alloués à travers l'Approche pour les activités de GDT?

Non

5.5 Autres incitations ou instruments

D'autres incitations ou instruments ont-ils été utilisés pour promouvoir la mise en œuvre des Technologies de GDT?

Non

6. Analyses d'impact et conclusions

6.1 Impacts de l'Approche

Est-ce que l'Approche a autonomisé les exploitants locaux des terres, amélioré la participation des parties prenantes?
  • Non
  • Oui, un peu
  • Oui, modérément
  • Oui, beaucoup

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.

Est-ce que l'Approche a permis la prise de décisions fondées sur des données probantes?
  • Non
  • Oui, un peu
  • Oui, modérément
  • Oui, beaucoup

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

Est-ce que l'Approche a aidé les exploitants des terres à mettre en œuvre et entretenir les Technologies de GDT?
  • Non
  • Oui, un peu
  • Oui, modérément
  • Oui, beaucoup

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

Est-ce que l'Approche a amélioré les connaissances et les capacités des exploitants des terres pour mettre en œuvre la GDT?
  • Non
  • Oui, un peu
  • Oui, modérément
  • Oui, beaucoup

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

Est-ce que l'Approche a autonomisé les groupes socialement et économiquement défavorisés?
  • Non
  • Oui, un peu
  • Oui, modérément
  • Oui, beaucoup

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

Est-ce que l'Approche a amélioré l'égalité entre hommes et femmes et autonomisé les femmes et les filles?
  • Non
  • Oui, un peu
  • Oui, modérément
  • Oui, beaucoup

Yes because every member has their shared efforts.

trainings provided and linkage to different government agencies

Est-ce que l'Approche a amélioré la capacité des exploitants des terres à s'adapter aux changements/ extrêmes climatiques et a atténué les catastrophes liées au climat?
  • Non
  • Oui, un peu
  • Oui, modérément
  • Oui, beaucoup

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.

Est-ce que l'Approche a conduit à des emplois, des opportunités de revenus?
  • Non
  • Oui, un peu
  • Oui, modérément
  • Oui, beaucoup

Resource-based projects needs additional manpower during harvest.

6.2 Principale motivation des exploitants des terres pour mettre en œuvre la GDT

  • augmenter la production

Establish resilient and suitable enterprise in their respective communities.

  • réduire les risques de catastrophe

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

  • améliorer les connaissances et compétences en GDT

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

6.3 Durabilité des activités de l'Approche

Les exploitants des terres peuvent-ils poursuivre ce qui a été mis en œuvre par le biais de l'Approche (sans soutien extérieur)?
  • incertain
Si non ou incertain, spécifiez et commentez:

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 Points forts/ avantages de l'Approche

Points forts/ avantages/ possibilités du point de vue de l'exploitant des terres
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.
Points forts/ avantages/ possibilités du point de vue du compilateur ou d'une autre personne ressource clé
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 Faiblesses/ inconvénients de l'Approche et moyens de les surmonter

Faiblesses/ inconvénients/ risques du point de vue de l’exploitant des terres Comment peuvent-ils être surmontés?
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.
Faiblesses/ inconvénients/ risques du point de vue du compilateur ou d'une autre personne ressource clé Comment peuvent-ils être surmontés?
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. Références et liens

7.1 Méthodes/ sources d'information

  • visites de terrain, enquêtes sur le terrain

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

  • interviews/entretiens avec les exploitants des terres

two respondent per organization

Modules