1. DQ7-O1 TAMA Updates Omaganhan Farmers Multi-Purpose Cooperative 04 March 2010

2. DQ7-O2 Technical and Mentoring Assistance (TAMA) Delivered on a mentor-learner approach SEDPI closely monitors and supervises an MFI’s progress towards sustainability TAMA is a Filipino word for correct aptly means “setting things right”

3. DQ7-O3 TAMA Features Customized training to management staff and board of directors –readily applicable tools that could be implemented immediately –recommendations to improve in policies, systems and procedures –could be credited towards a diploma course with the Ateneo de Manila University On the job and real time application of learning Less disruption in day to day operations

4. DQ7-O4 TAMA Features Regular and intensive offsite performance monitoring –Open communication lines between the executive director, chair of the board and SEDPI Affordable –More number of staff participating –On site –Performance-based

5. DQ7-O5 TAMA Process Conduct of Customized Training Assignments Given to Staff after Training Checking of Assignments on Field Consolidation of Findings and Policy Change Recommendations Implementation of New Policies

6. DQ7-O6 Trainings Delivered Training TitleParticipants Color Coded Bookkeeping SystemAll management staff Character and Capacity Based LendingAll field staff Delinquency ManagementField staff, middle management, top management Product Development and DesignAll field staff Strategic Planning and GovernanceBoard of Directors, Top Management, Middle Management

7. DQ7-O7 TAMA UPDATES Color-Coded Bookkeeping System –Monitored three times –Not yet rolled out

8. DQ7-O8 TAMA UPDATES Character and Capacity Based Lending –Monitored three times –Not yet rolled out

9. DQ7-O9 TAMA UPDATES Delinquency Management Training DQ Task Force –DQ Champion: Julieto Cuervo –Members: Vilma Halton, Dodong Dano, Alicia Tumagan, Biboy Omega, Sammy Boy Mendoza, Dodong Ocubillo, Ma. Carla Barda, Maricel Dumos Had 5 LABAN Collections –Reached ___ clients –Collected PhP ___

10. DQ7-O10 TAMA UPDATES AGREEMENTDATESTATUSREMARKS 1.Monthly submission of financial statements and simulation of loan loss provision (LLP) and loan loss reserve (LLR) Every 8 th day of the following month 06/30/09 - submitted 07/31/09 – submitted 08/31/09 – submitted 09/30/09 – submitted 10/31/09 – submitted 11/30/09 – submitted 12/31/09 - submitted 01/31/10 – not submitted Check if LLP and LLR are simulated 2.Weekly PAR Report a.Branch Level b.Consolidated Every Monday of the following week Weeks of September and October – submitted consolidated PAR report Deadline changed to ___ 3.Loan Prioritization Form Redo loan prioritization form

11. DQ7-O11 TAMA UPDATES AGREEMENTDATESTATUSREMARKS 4.“LABAN” ReportWednesday after collection 1 st Saturday – not submitted 2 nd Saturday - submitted 3 rd Saturday - submitted 4 th Saturday - submitted 5 th Saturday - submitted Laban done only in Main Branch

12. DQ7-O12 TAMA UPDATES Product Development and Design Training –No research output has been submitted TOOLREQUIREMENTFIRST DEADLINE SECOND DEADLINE NEW DEADLINE 1. Client Exit Interview 10 dropouts per AO 10/15/0902/03/1003/17/10 2. Competition Analysis Matrix 1 competitor MFI per branch manager 10/15/0902/03/1003/17/10 3. PRA on Seasonality of Income, Expense, Savings, and Credit; Time Series of Crises; Life Cycle Events 1 FGD per AO10/29/0902/17/1003/31/10

13. DQ7-O13 TAMA UPDATES TOOLREQUIREMENTFIRST DEADLINE SECOND DEADLINE NEW DEADLINE 4.Microinsurance Research Tool 30 respondents per AO 11/12/0903/03/1004/7/10 5.Remittance Research Tool 5 respondents per AO 11/26/0903/17/1004/21/10 6.Number of Remittance Receiver Clients in Each Center Table All centers handled by AO 11/26/0903/17/1004/21/10 7.Impact Assessment Tool 30 respondents per AO 12/10/0903/17/1005/05/10