World Co-operatives Monitor Online Questionnaire ... - Euricse

World Co-operatives Monitor
Online Questionnaire: guidelines
This note presents a short guide to completing the World Co-operatives Monitor questionnaire.
The questionnaire can be completed online at:
http://survey.euricse.eu/index.php?sid=97162&lang=en
Question Description
1. Contact Person
who is
compiling the
questionaire
Enter basic information required to identify the contact person for the
organization who has compiled the questionnaire.
The contact should be a person within the organization who knows the
organization and its performance thoroughly.
− Name: contact name;
− Surname: contact surname;
− Phone: contact phone number;
− Email: contact email.
2. Area Select Continental area in which the co-operative organization, for
which you want to insert data, has its registered office:
− Asia
− Africa
− Europe
− North America
− Oceania
− South America
3. Country Enter country in which the co-operative organization has its registered
office.
4. Organisation
Details
5. Chief Executive
Officier
Enter basic information required to identify the organization.
− Name: name of the organization;
− Address: address of registered office of the organization;
− City: city of registered office of the organization;
− Zip code: postal/zip code of registered office of the
organization;
− website: official website of the organization.
Enter basic information required to identify the Chief Executive Officer
of the organization.
− Name: CEO name;
− Surname: CEO surname;
− Phone: CEO direct number/ secretary
− Email: CEO email.

6. Organisation
Type
Select a type according to the organizational structure
− Co-operative: An autonomous association composed mainly of persons
united voluntarily to meet their common economic, social, and cultural needs
and aspirations through a jointly-owned and democratically-controlled
enterprise. Members usually receive limited compensation, if any, on capital
subscribed as a condition of membership.
− Mutual: Private co-operative type organization providing insurance or other
welfare related services. Consider also micro-insurance and mutuals with both
voluntary and compulsory membership.
− Co-operative of co-operatives/mutuals.
This composite category includes:
A) Co-operatives composed mainly of co-operatives/mutuals that carry out an
economic activity for the production of goods or the provision of services of
common interest for their members;
7. Main activity
B) Co-operatives or federations composed mainly of co-operatives/mutuals that
represent the interest of their members in the political sphere and in relations
with Society, Economy, Public Amministration, Government, Trade Unions, etc.
If answer to question 6 is Co-operative of co-operatives/mutuals
Please select the main activity carried out by organization:
− Carrying out an economic activity for the production of goods or
services of common interest for the members
− Representing the interest of the members in the political sphere and in
relations with Society, Parliament, Government, Trade Unions, etc.
8. Level of
activities
9. Level of
distribution
10. Sector of
activity
Please select the level at which activities are conducted:
− Local level
− National level
− International level
Please select the level at which products are distributed:
(even through middlemen)
− Local level
− National level
− International level
Please choose one or more of the following sector of activity:
− A: AGRICULTURE, FORESTRY AND FISHING
− B: MINING AND QUARRYING
− C: MANUFACTURING
− D: ELECTRICITY, GAS, STEAM AND AIR CONDITIONING SUPPLY
− E: WATER SUPPLY; SEWERAGE, WASTE MANAGEMENT AND REMEDIATION
ACTIVITIES
− F: CONSTRUCTION
− G: WHOLESALE AND RETAIL TRADE; REPAIR OF MOTOR VEHICLES AND
MOTORCYCLES
− H: TRANSPORTATION AND STORAGE
− I: ACCOMMODATION AND FOOD SERVICE ACTIVITIES
− J: INFORMATION AND COMMUNICATION
− K: FINANCIAL AND INSURANCE ACTIVITIES
− L: REAL ESTATE ACTIVITIES
− M: PROFESSIONAL, SCIENTIFIC AND TECHNICAL ACTIVITIES
− N: ADMINISTRATIVE AND SUPPORT SERVICE ACTIVITIES
− P: EDUCATION

11. Co-operative
type
− Q: HUMAN HEALTH AND SOCIAL WORK ACTIVITIES
− R: ARTS, ENTERTAINMENT AND RECREATION
− X: OTHER SERVICE ACTIVITIES
If in question n. 5 you selected "co-operative", please select one of
the following co-operative types.
Only one answer is allowed.
− Worker co-operative. A co-operative owned and democratically
controlled by its worker-owners. Worker co-operatives enable
members to obtain more favorable working conditions than
those available on the market, both in terms of quality and
economy.
− Retail co-operative. A co-operative formed to purchase and
supply goods and services at competitive conditions in the
interest of members (retailers).
− Consumer co-operative. A co-operative owned and
democratically controlled by its main consumers. Consumer
co-operatives enable members to obtain supplies and/or
durable goods on more favorable conditions than those
available on the market. They work to safeguard the quality of
products and services as well as sales prices.
− Purchasing co-operative. A co-operative formed to aggregate
demand to get lower prices from selected suppliers. It is often
used to reduce costs of procurement.
− Producers co-operative. A co-operative owned and
democratically controlled by producers who band together to
process or market their products.
− Co-operative bank, financial co-operative, credit union. Private
co-operative enterprise providing banking and financial
intermediation services, democratically controlled by its
member customers (borrowers and depositors). Consider
Credit unions and banks whose capital is composed also by
individuals without rights regarding the management of the
bank.
− Insurance co-operative. A co-operative owned and
democratically controlled by its main insured. Insurance cooperatives
enable members to obtain insurance policies on
more favorable conditions than those available on the market.
− Housing co-operative. A co-operative formed to provide an
owned or rented property on more favorable conditions than
those available on the market. This category includes both
housing co-operative and co-operatives in the sector of
Construction.

− Social co-operative. A co-operative that manages health, social
or educational services and productive activities for work
integration of socially disadvantaged people.
12. Membership
− Other type. Other types of co-operatives not included in the
above categories.
Answer YES if membership of your organization is voluntary.
13. Voting rights Answer YES if your organization applies the principle of "one member,
one vote".
14. Democracy If your organization does not apply the principle of “one member, one
vote”, provide more information on how your organization exercises
democracy.
15. Micro-insurance
policies
16. Number of
members
17. Types of
members
18. Individual
members
19. Corporate
entity members
20. Average
number of
employees
21. Types of
employees
Answer YES if your organization provides only micro-insurance
policies, such as travel insurance, mobile phone insurance, etc.
Data required only for mutual organizations.
Total number of members in your organization.
− Enter the total number of members from the year 2010.
Enter the total number of individuals (natural persons) and corporate
entities (legal persons) that were members of the organization in
2010. The sum of the values must match the total members of the
previous question.
Referring to the number of individual members in 2010, enter the
percentage of female members and members aged between 15 and
24 (youth members). Allowed numbers from 0 to 100, with 1 decimal
optional.
Data required only if the total number of individual members is more
than zero.
Referring to the number of corporate entity members in 2010, enter
the percentage of co-operative members, mutuals and other
companies that were members in 2010. Allowed numbers from 0 to
100, with 1 decimal optional.
Data required only if the total number of corporate entity members is
more than zero.
Average number of employees of the co-operative (independent of
the kind of contractual form adopted). According to the International
Labour Organization (ILO), employees are all those workers who hold
the type of job defined as paid employment jobs.
This number excludes volunteers (question n. 14).
Enter average number of employees from the year 2010.
Referring to the average number of employees in 2010, enter the
percentage of female and youth employees (aged between 15 and
24). Allowed numbers from 0 to 100, with 1 decimal optional.
22. Volunteers Enter the total number of persons who participated in the activities of
the co-operative without payment, or with a figurative salary in 2010.
23. Beneficiaries Enter the total number of subjects (persons, families, companies and
other types of subjects) that benefited from the services or products
of your organization in 2010. If you do not have the exact number,
please enter an approximate value.

24. Turnover Turnover is the income that a company receives from its operating
business activities, usually from the sale of goods and services to
customers. It could be considered as the value of economic
production that is produced and performed (finished or unfinished)
during the period. It consists of sales for products or services
provided during the year.
The turnover for insurance mutuals and insurance co-operatives is
represented by the Premium income, that is the revenue an insurance
company receives as premiums paid by customers.
Please enter data from the year 2010.
Data not required for co-operative banks.
25. Total assets Assets are economic resources. Anything tangible or intangible that is
capable of being owned or controlled to produce value and that is held
to have positive economic value is considered an asset. The balance
sheet measures only the monetary value of the assets. Two major
asset classes are fixed (Property, Plant and Equipment-less
Accumulated Depreciation, Investment Securities, Intangible Assets -
less Accumulated Depreciation, Goodwill) and current (Cash and Cash
Equivalents, Accounts Receivable, Inventories, Prepaid Expenses,
Investment Securities). Total assets are the sum of current and fixed
assets.
Please enter data from the year 2010.
26. External funds All the funds and contributions to income that the co-operatives
received in 2010 from “external bodies”: Government, private
companies, foundation or other institution.
Data not required for co-operative banks.
27. Net Interest
Income
28. Other economic
data
Difference between interest income and interest expenses.
Please enter data from the year 2010.
Data required only for co-operative banks.
− Total operating costs. Operating costs usually fall into two
categories: fixed (they are fixed and do not depend by the
volume of production) and variable costs (they vary in relation
to volume of production). Operating costs include all the costs
that are directly (variable) and indirectly (fixed) used in the
production chain. Examples: raw materials, salaries and wages
of workers; advertising; rent or lease payments; office space
rent; public utilities (such as telephone service, Internet
connectivity); insurance fees; maintenance of equipment;
depreciation and amortization, changes in raw and consumable
materials’ inventories, contingencies’ provisions, other
provisions, other operating costs.
− Profit (loss) for period. Surplus of operating income’s positive
(negative) items on negative (positive) ones as reported by
Profit/Loss Account. It is the operating surplus and lead to an
increase (decrease) in equity. Profit is also called “net income”
and it refers to the residual income after adding total revenue
and gains and subtracting all expenses and losses for the

29. Audited annual
report
Annual report
PDF
reporting period.
− Staff costs. Any payment made to a person belonging which is
employed in an organization. It has to be considered as the
total cost for workers for year and it falls into several direct
and indirect costs: Wages and salaries, Social security costs,
Pension costs, Share-based payments.
− Total fixed assets. Capital items with a remaining useful life of
over an year. Following the accruals principal, these assets are
shown on the balance sheet but their value is depreciated, and
treated as an expense in the Profit and Loss account for each
year of their life. It includes: Property – like buildings and
equipment-, Plant and Equipment-less Accumulated
Depreciation-, Investment Securities, Intangible Assets - less
Accumulated Depreciation-, Goodwill.
− Equity. The residual claim or interest of the most junior class
of investors in assets, after all liabilities are paid. It represents
the value of the members fee in a co-operative. For company
accounts it is simply all assets less all liabilities. It's composed
by Share Capital, Retained Earnings, Revaluation Reserve,
Accumulated Other Comprehensive Income.
Select YES if your organization compiles an annual audited publication
reporting the financial results of the organization for the year
(including the balance sheet, income statement, cash flow statement
and a description of company operations). It has to be certified by an
external auditor.
Upload your audited annual report in PDF format.
Required only if your organization compiles an audited annual report.
30. Social report Select YES if your organization compiles an annual publication
reporting data and information about the social and environmental
effects of a organization's economic actions to particular interest
groups within society and to society at large.
Social report
PDF
Please upload your social report in PDF format.
Required only if your organization compiles a social report.
Authorization Authorization for the use and publication of data.