方法

Social Enterprise (SE) [菲律宾]

Katilingbanong Patigayon

approaches_3119 - 菲律宾

完整性: 92%

1. 一般信息

1.2 参与方法评估和文件编制的资源人员和机构的联系方式

关键资源人员

Sustainable Livelihood Officer (SLO):

菲律宾

有助于对方法进行记录/评估的项目名称(如相关)
Danajon Communities WATCH ( DCW)
有助于对方法进行记录/评估的机构名称(如相关)
Philippine Partnership for the Development of Human Resoruces in Rural Areasy (PhilDHRRA) - 菲律宾

1.3 关于使用通过WOCAT记录的数据的条件

(现场)数据是什么时候汇编的?:

04/04/2017

编制者和关键资源人员接受有关使用通过WOCAT记录数据的条件。:

1.4 SLM技术问卷的参考

Artificial Reef
technologies

Artificial Reef [菲律宾]

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.

  • 编制者: Keeshia Lynn Marie Austria

2. SLM方法的描述

2.1 该方法的简要说明

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 该方法的详细说明

该方法的详细说明:

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 该方法的照片

2.5 采用该方法的国家/地区/地点

国家:

菲律宾

区域/州/省:

Province of Bohol

2.6 该方法的开始和终止日期

注明开始年份:

2016

若不知道准确的年份,请注明该方法的大致开始日期。:

不到10年前(最近)

注释:

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

2.7 方法的类型

  • 基于项目/方案

2.8 该方法的主要目的/目标

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 推动或妨碍实施本办法所适用的技术的条件

社会/文化/宗教规范和价值观
  • 启动

Membership of the organization encouraged multi stakeholder participation.

财务资源和服务的可用性/可得性
  • 启动

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.

  • 阻碍

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.

机构设置
  • 启动

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

  • 阻碍

The bureaucratic procedures and priorities of every institution.

参与者的的协作/协调
  • 启动

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

法律框架(土地使用权、土地和水使用权)
  • 启动

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.

政策
  • 启动

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

  • 阻碍

If the policies mandated were not agreed by the majority.

市场(购买投入,销售产品)和价格
  • 启动

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

  • 阻碍

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

工作量、人力资源可用性
  • 启动

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

3. 相关利益相关者的参与和角色

3.1 该方法涉及的利益相关者及其职责

  • 社区组织

People's Organization

The implementer and beneficiary of the project.

  • SLM专家/农业顾问

Sustainable Livelihood Officer: Male, 59 years old

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

  • 地方政府

Municipal and barangay local government unit

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

3.2 当地土地使用者/当地社区参与该方法的不同阶段
当地土地使用者/当地社区的参与 指定参与人员并描述活动
启动/动机 互动 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.
计划 互动 PO members, Sustainable Livelihood Officer, Field Officers, Area Supervisors and representative of the barangay council
实施 自我动员 PO members, Sustainable Livelihood Officer, Field Officers and Area Supervisors
监测/评估 自我动员 PO members, Sustainable Livelihood Officer and Field Officers

3.3 流程图(如可用)

具体说明:

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.

作者:

Guillermo P. Bagacay

3.4 有关SLM技术选择的决策

具体说明谁有权决定选择要实施的技术:
  • 所有相关参与者,作为参与式方法的一部分
解释:

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.

明确做出决策的依据:
  • 个人经验和意见(无记录)

4. 技术支持、能力建设和知识管理

4.1 能力建设/培训

是否为土地使用者/其他利益相关者提供培训?:

明确受训人员:
  • 土地使用者
培训形式:
  • 示范区域
培训形式:
  • On-site coaching and mentoring
涵盖的主题:

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 咨询服务

土地使用者有权使用咨询服务吗?:

指明是否提供了咨询服务:
  • 在土地使用者的土地上

4.3 机构强化(组织发展)

是否通过这种方法建立或加强了机构?:
  • 是,适度
具体说明机构的强化或建立程度:
  • 本地
说明机构、角色和职责、成员等。:

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.

具体说明支持类型:
  • 财务
  • 能力建设/培训
  • Seed Capital worth Php30,000

4.4 监测和评估

监测和评估是该方法的一部分吗?:

若是,该文件是否用于监测和评估?:

4.5 研究

研究是该方法的一部分吗?

5. 融资和外部物质支持

5.1 该方法中SLM组成部分的年度预算

如果不知道准确的年度预算,请给出一个范围:
  • 2,000-10,000
注释(例如主要的资助来源/主要捐助者):

DCW Project is funded by Caritas Switzerland and JTIF

5.2 为土地使用者提供财政/物质支援

土地使用者是否获得实施该技术的财政/物质支持?:

5.3 对特定投入的补贴(包括劳动力)

 
如果土地使用者的劳动力是一项重要的投入,那么是不是:
  • 自愿

5.4 信用

是否根据SLM活动的方法给予信用值?:

5.5 其它激励或手段

是否有其他激励措施或工具用于促进SLM技术的实施?:

6. 影响分析和结论性陈述

6.1 方法的影响

该方法是否有助于当地土地使用者,提高利益相关者的参与度?:
  • 是,很少
  • 是,中等
  • 是,支持力度很大

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.

这种方法是否有助于基于证据的决策?:
  • 是,很少
  • 是,中等
  • 是,支持力度很大

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

该方法是否帮助土地使用者实施和维护SLM技术?:
  • 是,很少
  • 是,中等
  • 是,支持力度很大

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

该方法是否提高了土地使用者实施土地管理的知识和能力?:
  • 是,很少
  • 是,中等
  • 是,支持力度很大

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

该方法是否有助于社会和经济弱势群体?:
  • 是,很少
  • 是,中等
  • 是,支持力度很大

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

该方法是否改善了性别平等并赋予女性权力?:
  • 是,很少
  • 是,中等
  • 是,支持力度很大

Yes because every member has their shared efforts.

trainings provided and linkage to different government agencies

该方法是否提高了土地使用者适应气候变化/极端情况和减轻气候相关灾害的能力?:
  • 是,很少
  • 是,中等
  • 是,支持力度很大

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.

该方法是否会带来就业、收入机会?:
  • 是,很少
  • 是,中等
  • 是,支持力度很大

Resource-based projects needs additional manpower during harvest.

6.2 土地使用者实施SLM的主要动机

  • 增加生产

Establish resilient and suitable enterprise in their respective communities.

  • 降低灾害风险

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

  • 提高SLM知识和技能

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

6.3 方法活动的可持续性

土地使用者能否维持通过该方法实施的措施(无外部支持的情况下)?:
  • 不确定
若否或不确定,请具体说明并予以注释:

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 该方法的长处/优点

土地使用者眼中的长处/优势/机会
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.
编制者或其他关键资源人员认为的长处/优势/机会
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 该方法的弱点/缺点以及克服它们的方法

土地使用者认为的弱点/缺点/风险 如何克服它们?
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.
编制者或其他关键资源人员认为的弱点/缺点/风险 如何克服它们?
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. 参考和链接

7.1 方法/信息来源

  • 实地考察、实地调查

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

  • 与土地使用者的访谈

two respondent per organization

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