Abordagens

Social Enterprise (SE) [Filipinas]

Katilingbanong Patigayon

approaches_3119 - Filipinas

Completude: 92%

1. Informação geral

1.2 Detalhes do contato das pessoas capacitadas e instituições envolvidas na avaliação e documentação da abordagem

Pessoa(s) capacitada(s)

Sustainable Livelihood Officer (SLO):

Filipinas

Nome do projeto que facilitou a documentação/avaliação da Abordagem (se relevante)
Danajon Communities WATCH ( DCW)
Nome da(s) instituição(ões) que facilitou(ram) a documentação/avaliação da Abordagem (se relevante)
Philippine Partnership for the Development of Human Resoruces in Rural Areasy (PhilDHRRA) - Filipinas

1.3 Condições em relação ao uso da informação documentada através de WOCAT

Quando os dados foram compilados (no campo)?

04/04/2017

O compilador e a(s) pessoa(s) capacitada(s) aceitam as condições relativas ao uso de dados documentados através do WOCAT:

Sim

1.4 Referência ao(s) questionário(s) sobre tecnologias da GST

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/a: Keeshia Lynn Marie Austria

2. Descrição da abordagem de GST

2.1 Descrição curta da abordagem

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 Descrição detalhada da abordagem

Descrição detalhada da abordagem:

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 da abordagem

2.5 País/região/locais onde a abordagem foi aplicada

País:

Filipinas

Região/Estado/Província:

Province of Bohol

2.6 Datas de início e término da abordagem

Indique o ano de início:

2016

Caso o ano exato seja desconhecido, indique a data aproximada de início da abordagem:

menos de 10 anos atrás (recentemente)

Comentários:

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

2.7 Tipo de abordagem

  • Baseado em projeto/programa

2.8 Principais metas/objetivos da abordagem

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 Condição que propiciam ou inibem a implementação de tecnologia/tecnologias aplicada(s) segundo a abordagem

Normas e valores sociais/culturais/religiosos
  • Propício

Membership of the organization encouraged multi stakeholder participation.

Disponibilidade/acesso a recursos e serviços financeiros
  • Propício

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.

  • Inibitivo

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.

Quadro institucional
  • Propício

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

  • Inibitivo

The bureaucratic procedures and priorities of every institution.

Colaboração/coordenção de atores
  • Propício

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

Quadro jurídico (posse de terra, direitos de uso da terra e da água)
  • Propício

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
  • Propício

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

  • Inibitivo

If the policies mandated were not agreed by the majority.

Mercados (para comprar entradas, vender produtos) e preços
  • Propício

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

  • Inibitivo

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

Carga de trabalho, disponibilidade de força de trabalho
  • Propício

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

3. Participação e papel das partes interessadas envolvidas

3.1 Partes interessadas envolvidas na abordagem e seus papéis

  • Organizações comunitárias

People's Organization

The implementer and beneficiary of the project.

  • Especialistas em GST/ consultor agrícola

Sustainable Livelihood Officer: Male, 59 years old

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

  • Governo local

Municipal and barangay local government unit

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

3.2 Envolvimento do usuários de terra/comunidades locais nas diferentes fases da abordagem
Envolvimento do usuários de terra/comunidades locais Especifique quem estava envolvido e descreva as atividades
Iniciação/motivação Participativo 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.
Planejamento Participativo PO members, Sustainable Livelihood Officer, Field Officers, Area Supervisors and representative of the barangay council
Implementação Automobilização PO members, Sustainable Livelihood Officer, Field Officers and Area Supervisors
Monitoramento/avaliação Automobilização PO members, Sustainable Livelihood Officer and Field Officers

3.3 Fluxograma (se disponível)

Descrição:

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 Decisão sobre a seleção de tecnologia/tecnologias de GST

Especifique quem decidiu sobre a seleção de tecnologia/tecnologias a serem implementadas:
  • todos os atores relevantes, como parte de uma abordagem participativa
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 em que base foram tomadas as decisões:
  • Experiência pessoal e opiniões (não documentado)

4. Suporte técnico, reforço das capacidades e gestão do conhecimento

4.1 Reforço das capacidades/formação

Foi oferecida formação aos usuários da terra/outras partes interessadas?

Sim

Especifique quem foi capacitado:
  • Usuários de terra
Tipo de formação:
  • Áreas de demonstração
Tipo de formação:
  • On-site coaching and mentoring
Assuntos abordados:

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 Serviço de consultoria

Os usuários de terra têm acesso a um serviço de consultoria?

Sim

Especifique se foi oferecido serviço de consultoria:
  • nas áreas dos usuários da terra

4.3 Fortalecimento da instituição (desenvolvimento organizacional)

As instituições foram fortalecidas ou estabelecidas através da abordagem?
  • Sim, moderadamente
Especifique a que nível (níveis) as instituições foram fortalecidas ou estabelecidas:
  • Local
Descreva instituição, papéis e responsabilidades, membros, 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 o tipo de apoio:
  • Financeiro
  • Reforço das capacidades/formação
  • Seed Capital worth Php30,000

4.4 Monitoramento e avaliação

Monitoramento e avaliação são partes da abordagem?

Sim

Caso afirmativo, esta documentação é destinada a ser utilizada para monitoramento e avaliação?

Não

4.5 Pesquisa

A pesquisa foi parte da abordagem?

Não

5. Financiamento e apoio material externo

5.1 Orçamento anual para o componente de GST da abordagem

Caso o orçamento exato seja desconhecido, indique a faixa:
  • 2.000-10.000
Comentários (p. ex. principais fontes de recursos/principais doadores):

DCW Project is funded by Caritas Switzerland and JTIF

5.2 Apoio financeiro/material concedido aos usuários da terra

Os usuários da terra receberam apoio financeiro/material para a implementação de tecnologia/tecnologias?

Não

5.3 Subsídios para entradas específicas (incluindo mão-de-obra)

  • Nenhum
 
Se a mão-de-obra pelos usuários da terra foi uma entrada substancial, isso foi:
  • Voluntário

5.4 Crédito

Foi concedido crédito segundo a abordagem para atividades de GST?

Não

5.5 Outros incentivos ou instrumentos

Foram utilizados outros incentivos ou instrumentos para promover a implementação das tecnologias de GST?

Não

6. Análise de impactos e declarações finais

6.1 Impactos da abordagem

A abordagem concedeu autonomia aos usuários locais de terra, melhorou a participação das partes interessadas?
  • Não
  • Sim, pouco
  • Sim, moderadamente
  • Sim, significativamente

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.

A abordagem propiciou a tomada de decisão baseada em evidências?
  • Não
  • Sim, pouco
  • Sim, moderadamente
  • Sim, significativamente

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

A abordagem auxiliou os usuários da terra a implementar e manter as tecnologias de GST?
  • Não
  • Sim, pouco
  • Sim, moderadamente
  • Sim, significativamente

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

A abordagem aprimorou o conhecimento e as capacidades dos usuários da terra para implementar a GST?
  • Não
  • Sim, pouco
  • Sim, moderadamente
  • Sim, significativamente

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

A abordagem concedeu autonomia aos grupos social e economicamente desfavorecidos?
  • Não
  • Sim, pouco
  • Sim, moderadamente
  • Sim, significativamente

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

A abordagem melhorou a igualdade de gêneros e concedeu autonomia a mulheres e meninas?
  • Não
  • Sim, pouco
  • Sim, moderadamente
  • Sim, significativamente

Yes because every member has their shared efforts.

trainings provided and linkage to different government agencies

A abordagem aprimorou a capacidade dos usuários da terra de adaptar-se a mudanças climáticas/extremos e atenuar os desastres relacionados com o clima?
  • Não
  • Sim, pouco
  • Sim, moderadamente
  • Sim, significativamente

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.

A abordagem resultou em emprego, oportunidades de renda?
  • Não
  • Sim, pouco
  • Sim, moderadamente
  • Sim, significativamente

Resource-based projects needs additional manpower during harvest.

6.2 Principal motivação dos usuários da terra para implementar a GST

  • Produção aumentada

Establish resilient and suitable enterprise in their respective communities.

  • Riscos de desastre reduzido

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

  • melhoria dos conhecimentos e aptidões de GST

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

6.3 Atividades de sustentabilidade de abordagem

Os usuários da terra podem manter o que foi implementado através da abordagem (sem apoio externo)?
  • Incerto
Caso negativo ou incerto, especifique e 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 Pontos fortes/vantagens da abordagem

Pontos fortes/vantagens/oportunidades na visão do usuário da terra
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.
Pontos fortes/vantagens/oportunidades na visão do compilador ou de outra pessoa capacitada
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 Pontos fracos, desvantagens da tecnologia e formas de superá-los

Pontos fracos/desvantagens/riscos na visão do usuário da terra Como eles podem ser superados?
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.
Pontos fracos/vantagens/riscos na visão do compilador ou de outra pessoa capacitada Como eles podem ser superados?
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. Referências e links

7.1 Métodos/fontes de informação

  • visitas de campo, pesquisas de campo

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

  • entrevistas com usuários de terras

two respondent per organization

Módulos