Professional Documents
Culture Documents
By:
Lanto, Sheila May A.
April 6, 2019
TABLE OF CONTENTS
I. Overview
II. Company Background
A. Company History
B. Company Profile
C. Vision
D. Mission
III. Introduction
A. Background of the Internal Consultant
B. Background of the OD Proposal
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C. Objectives
D. Budget
IV. Methodology
V. Presentation of Results of Assessment
VI. Proposed OD Intervention Program
VII. References
VIII. Appendices
A. My OD Shield
B. My OD Philosophy
C. Job Descriptions
1. CAD Chief
2. MRS Head
3. Controller
4. Meter Reader
D. Proposed Files
1. Revised Job Description of Controller
2. Proposed Job Description of Meter Reading Clerk
E. Simulation Of Required Number Of Meter Readers Considering
The Utilization Of Leaves
I. OVERVIEW
Organization development is an effort planned, organizationwide, and managed from
the top, to increase organization effectiveness and health through (5) planned
interventions in the organization’s processes, using behavioral-science knowledge. It is
the study of successful organizational change and performance.
Thus, the proponent of this proposal would like to administer a change in one the
largest electric cooperatives in the country, BATELEC II. This paper would like to
improve the Cooperative’s Consumer Accounts Division efficiency and effectiveness, to
enhance the organization structure of the Finance Services Department of the
Cooperative specifically its Consumer Accounts Division and to comply with the key
performance indicators required of the Cooperative. Through this paper, the Cooperative
can improve its performance and this can greatly contribute to the success of the
Cooperative.
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Antipolo del Norte, LipaCity. It was organized and was duly registered with the National
Electrification Administration (NEA) on August 12,1977.
It had an initial capital of P28 million obtained as loan from NEA for purposes of
providing electric service to both urban and rural areas. NEA subsequently granted
BATELEC II a provisional franchise in the municipalities of San Juan, Taysan, Lobo,
Rosario, Mabini/Tingloy, Bauan, San Pascual, Ibaan, Alitagtag, Cuenca, San Jose and
Batangas City duly represented by its Incorporators, Mr. Conrado S. Quijano, Mr. Isidro
P. Sulit Jr., Dr. Reynaldo S. Carandang, Mr. Sulficio F. Frago, Mr. Simeon C. Dolor, Mr.
Antonio D. Cruzat, Mrs. Lourdes C. Bulanhagui, Atty. Emilio P. Piñero, Dra. Maxima R.
Recto, Mrs. Wilma S. Cuevas, Atty. Simeon T. Agbing and Mr. Flaviano E. Villena,
respectively.
After two years of operation, finally, on May 28,1980, the National Electrification
Administration granted BATELEC II a permanent franchise for a period of 50 years in
the City of Batangas, and municipalities of Mabini, Bauan, San Pascual, Ibaan, Rosario,
San Juan, Taysan, Lobo and Tingloy. Although BATELEC II has the right to operate on
areas of Bauan, San Pascual, Ibaan and Batangas City, these were energized by
privately - owned - operated electric system. On the same year, because of the
extensive area coverage, BATELEC III, another Electric Cooperative was organized to
operate in the municipalities of Tanauan, Malvar, Balete, Laurel, Talisay, Mataas na
Kahoy, Padre Garcia and LipaCity. However, the Coop since its organization and
registration with NEA did not operate because it was placed under the administration
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and operational control of BATELEC II. BATELEC III, had its own set of BOD but who
were in-active until BATELEC III was merged to BATELEC II:
BATELEC III was officially merged with BATELEC II on 1989, thereby placing the
entire coverage area of BATELEC III under BATELEC II.
True to its commitment of providing electric service, far flung areas, mountainous
terrain, lakes, rugged roads and the like have not caused discouragement to BATELEC
II from carrying out the Rural Electrification Program.
Tingloy, Maricaban Island was energized in 1982 using gasifier for power generation,
which made use of charcoal in its operation. In 1986, the gasifier was replaced by a
gasoline engine since the past operations proved that the use of charcoal was not
feasible. After a couple of years, the gasoline engine was replaced by a diesel engine.
A special project utilizing solar energy in producing electricity was piloted in Isla
Verde. The Verde Island Solar Power Association was organized through the assistance
of NEA, which operates the same manner as Barangay Power Association (BAPA).
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To strengthen the member-consumers' individual involvement in the Cooperative's
undertakings and to enhance the spirit of Cooperativism among member-consumers,
the Barangay Power Association was launched.
Over the past years of its operations embracing the Government's Rural
Electrification Program, 100% of its municipalities and 100% of Barangays were
energized. The total house connections increased to 288,337 in which 42,241 are from
BAPA (as of September 2016) as compared to 23,605 of 1980. BATELEC II has also
organized 658 Barangay Power Associations, however the BOD and Management are
now on the intensive analysis of taking over some of the feasible BAPA considering that
they are cognizant on the admirable sacrifices of BAPA officers in managing their
associations.
The coop's operation is not focused solely on technical improvement. Its relationship
with the member-consumers is likewise one of its primary concerns. Various projects
and programs were launched and supported by the Coop namely: Outreach Program for
victims of calamities; Housewiring Loan Program to aid financially handicapped
consumers who want to avail of electric service; Coops Electrification Program
beneficiaries of which are the Bigain San Jose, Cuenca and Taysan School; Sponsored
Vegetable Rising Project in schools within its coverage area and Rural Barangay Food
Production Program (RBFPP) at Brgy. Dita Cuenca, Tulos Rosario, Brgy. San Guillermo
and Brgy. Duhatan Lipa City; Waterworks projects at Brgy. Banaba, Padre Garcia and
Brgy. Darasa, Tanauan in cooperation with the Rural Waterworks Devt. Committee
(RNDC) and Dept. of Public Works and Highways; and Family Tree Farm Association in
Tulos, Rosario, Batangas wherein member-consumers were given ipil-ipil seeds to be
planted in a 914 hectare lot in the said Barangay. Ipil-ipil trees yielded from this farm
were made into charcoal and were used in the gasifier at Tingloy.
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BATELEC II has also Community Relation Program that identifies the variety of
needs in our coverage area. Don Leon Dolor Memorial Elementary School at Antipolo
del Norte, Lipa City savored the benefit of ComRel Program when they received the
brand new computer set as donation to the students of the said school. The coop also
participated in sports activity when it joined the Mayors Cup Basketketball League at
Taysan, Batangas having some ex-PBA and NCAA player as a member of the team.
ComRel Program also aims to disseminate necessary information to the consumer like
“Anti-Pilferage Placard Posting” within the coverage area to increase the awareness of
the consumers on the penalty to the violators.
In December 1990, the Coop reached a higher plane by attaining Class A category.
Indeed it was the realization of the Coop's tireless effort and fulfillment of its ultimate
dream. However, looming on the horizon then was a storm. 1991 and 1992 were the
most challenging years for the Coop as it was marked with labor disputes and
management upheavals. This conflict led to operational trouble and the member-
consumers loss of trust and confidence in the Cooperative, unpaid amortization to NEA,
accumulated arrears to NAPOCOR of more than P53 M, uncollected powerbills of more
than P98 M. As a consequence, BATELEC II was given a Class D rating and even
reached the point of being at the lowest Category E. The Coop was then always
threatened of being disconnected by NAPOCOR. NEA however came to the rescue by
assuring the public that everything was under control. It was on the later part of 1992
when the conflicting parties decided to reconcile. The storm is over, the Cooperative;
under the direct supervision of the NEA Management Teamwork harder to provide the
much needed quality public service and consequently regained the public trust.
September 12, 1998 when the first pole of 69kV transmission line was erected at
Barangay Leynes, Talisay and at the same year, BATELEC II marked its P1B revenue.
On March 11, 2000, 16th Annual General Membership Meeting at Padre Garcia, the
consumers from the coverage areas passed a resolution opposing the transfer of
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BATELEC II to MERALCO or in any capitalist which was attended by more than 13, 000
consumers.
BATELEC II was finally granted with the permanent franchise to operate electric
service in the areas of Lipa City, Tanauan City, Padre Garcia, Mataas na Kahoy, Balete,
Cuenca, Alitagtag, Malvar, Talisay, Laurel and San Jose. These areas are previously
served by the cooperative through provisional franchise.
More importantly, it is noteworthy to mention that all the endeavors BATELEC had
achieved were realized through the unceasing and unwavering support of its employee.
For that reason, BATELEC II continuously promotes the value of “Employee First Value”
to its 715 personnel.
From being one of the distressed category D in 2003, through the Cooperative’s
commitment and determination, BATELEC II was classified as extra large Electric
Cooperative and categorized as Class A Cooperative for the years 2004 to 2012, Class
AA for the Year 2013 to 2014 and Class AAA for the year 2015.
BATELEC II was again transformed into a viable Electric Cooperative. Even with
limited resources and huge indebtedness, the management was able to continuously
implement the programs and projects to improve the Coop's operations, hence, the
Coop consistently improved, electrified 100% of its coverage area and made its way to
be biggest Cooperative in the country.
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B. COMPANY PROFILE
BATELEC II is a non-stock non-profit electric cooperative duly registered in the
National Electrification Administration (NEA). It is considered as the largest among one
hundred twenty-one (121) Electric Cooperatives (ECs) in the Philippines. It is
categorized as Class AAA mega large electric distributor for the years 2015 to present. It
had earned its franchise in fifteen municipalities and two large cities in the province
composing of 483 barangays. These 15 municipalities are Alitagtag, Cuenca, Mataas na
Kahoy, Balete, San Jose, Mabini, Tingloy, Malvar, Talisay, Laurel, Rosario, Padre
Garcia, San Juan, Taysan, and Lobo. The two cities within its franchise area are Lipa
City and Tanauan City. Its Main Office is situated at Antipolo del Norte, Lipa City.
BATELEC II also has three branch offices. One branch office is at San Jose, the other is
at Rosario and the other is at Tanauan City. The rest of the municipalities within its
franchise area have their own unit offices. Over the years of operating and embracing
sitio electrification programs, the cooperative currently have more or less than three
hundred thousand (300,000) house connections and almost three hundred thousand
(300,000) member-consumer-owners.
C. VISION
The country's leading Mega Large Electric Cooperative providing quality
electric service by 2025.
D. MISSION
To provide safe, reliable & affordable electric service that will uplift the lives of
our member consumer owners.
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examination and interview to apply for the position of Bookkeeper. She passed the exam
and interview and hence promoted as Acting Bookkeeper effective August 1, 2017.
Months after, she applied for the vacant position of Meter Reading Section Head and
had undergone another examination and panel interview and after passing the panel
interview, she became the Acting Meter Reading Section Head effective January 1,
2018 and was confirmed as a Meter Reading Section Head last January 16, 2019.
With her three years of work experience in the cooperative, she had encountered
instances which she believes do need to improve or change which eventually can
improve the whole cooperative as an organization. She chooses to conduct the study on
how she can improve the Consumer Accounts Division so it can contribute to the
development and betterment of the Finance Services Department and BATELEC II as a
whole.
Below are the duties and responsibilities of each position in the division:
Consumer Accounts Division Chief
a) To ensure the accuracy in the computation of consumers’ monthly bill and
adjustments of consumer record as required;
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b) To verify validity and propriety of bill adjustments;
c) To review monthly schedule of meter reading and billing;
d) To see to it that all new connections, reconnections, change meters are properly
accomplished, acknowledged and recorded;
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g) Provides appropriate actions to immediately address consumer’s complaints
regarding kwh consumptions;
h) Performs all other duties germane to his knowledge and skills that may be
assigned from time to time.
Controllers
a) Uploads, downloads and analyzes accuracy of data from meter readers/ billers’
gadget;
b) Prepares and implements proper scheduling of assignments for the meter
readers/ billers;
c) Generates, proofreads and analyzes summary of bills;
d) Generates field finding reports of meter readers/ billers;
e) Ensures back-up of billing system before and after billing cycle and reviews,
evaluates and recommends measures to improve existing billing systems and
procedures;
f) Assists in the evaluation of consumer’s energy consumptions profile and
recommends proper action;
g) Safeguards the proper utilization and maintenance of meter reading/ billing
equipment
h) Prepares and validates bills for adjustment;
i) Performs other duties that may be assigned from time to time
Meter readers
a) To read consumers kwh consumption based on assigned route schedule;
b) To record monthly consumption in the meter reading sheet;
c) To report to Supervisor all observations and findings while traversing route and
indicate comments on his reading sheet; and
d) To perform all other duties germane to his knowledge and skills that may be
assigned from time to time.
Aside from the positions stated above, currently, the division also has two Meter
Reading Clerks who are casual employees for a period of five months. These meter
reading clerks were hired as per requested by the division since there is a lot of
workloads to be done every meter reading and billing cycle.
Below are the specific tasks to be done by the meter reading clerk as per requested:
Computation of BAPA Lifeline Discount and manual input to the system
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Updating of Consumers account due to New Connection, Meter Replacement,
Reconnection and Change of name
Manual Billing of Tingloy
Manual Billing of Campo Verde – Malvar
The division is responsible for the meter reading and billing activities associated with
the operations of the Cooperative. The division has its meter reading and billing cycle
that starts in the 20th of the month until the 11th of succeeding month. The Division
Chief and Section Heads are working on a regular 5-day work week while all the meter
readers and the controllers are on duty during the cycle, meaning they are required to
perform their jobs within this cycle period even during holidays and weekends. All
employees are entitled for a total of 30 paid absences in a year. Such privilege
sometimes yields to delay in accomplishment of tasks assigned especially with the
meter readers that were given specific route schedules daily. Due to this, meter reading
schedules are sometimes not met resulting to overtime works and also affecting the
system loss of the cooperative which is essential to the key performance indicators of
the organization.
With the above discussion, the internal consultant observes that there is a certain
position in the division which is not included in the organizational structure but highlights
significant tasks performed. This results to the need for the position review with the jobs
in the Consumer Accounts Division. The internal consultant perceives that there are
certain positions that need to be reviewed and evaluated in order to improve the
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action and so on. Since this paper involves considerable collaboration among
organization members and the OD practitioner and places heavy emphasis on data
gathering and diagnosis prior to action planning and implementation, this supports the
Action Research Model.
D. BUDGET
The proposed budget for the Organization Development proposal is around
Php20,000 to Php30,000. This will cover all the expenses to be incurred in the conduct
of the proposed interventions and the professional fee of the internal consultant.
III. METHODOLOGY
The methods used by the internal consultant in conducting the assessment is to
gather first actual data as basis for observation. The internal consultant obtain from the
Human Resource Department of BATELEC II a copy of the job descriptions of the
different positions in the Consumer Accounts Division. After gathering these data, these
are used as reference in the conduct of the observation.
The observation is done within the Consumer Accounts Division during the February
2019 meter reading and billing cycle. This includes observation of the daily task
activities of every employees, monitoring of attendance and performance of tasks of the
employees. The duties and responsibilities of the employees stated in the job
description are matched with the actual tasks done by the employees.
The other method used by the internal consultant for the assessment is a personal
meeting with the Consumer Accounts Division Chief and the other two Meter Reading
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Section Heads. The meeting was done last March 18, 2019 wherein the internal
consultant talks with her subordinates regarding solutions to address the delayed
reading due to emergency leaves of meter readers.
Table 1 shows that there is an increase in the number of overtime hours of the
Controllers due to many workloads assigned to them. It was observed that last year’s
overtime hours per month of the controllers averaged only from 8 hours but increased
up to 24 hours this year. This just mean a work overload on the part of the controllers.
The internal consultant has also observed that whenever there is an employee on
leave, the tasks assigned to them is not fully accomplished and worse left unattended.
No one is responsible for updating the work of that absentee.
Table 2 shows that there is an increasing number of used leaves since December
2018 until February 2019. With this data, it only signifies how the employees are taking
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advantage of their privileges tha sometimes result to delay in the accomplishments of
the assigned route schedules.
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The revised job description of the Controller and the proposed job description of the
meter reading clerk can be found in Appendix D.
2. Process consultation
Process consultation is the reasoned and intentional interventions by the consultant,
into the ongoing events and dynamics of a group with the purpose of helping that group
effectively attain its agreed-upon objectives.
Action Plan:
a) The internal consultant consult with the client and the client provides the
knowledge of the organization's nature, business, and issues; and the consultant
provides the knowledge of the techniques, ways of thinking, and practices that
can solve the problem.
b) The internal consultant meets with the members of the department observing the
interaction, problem identification skills and solving procedures. She feeds back
the team with the information collected through observations, coaches and
counsels the team in molding their behaviour.
c) The sharing of problem diagnosis and resolution leads to shared vision. The
internal consultant may have a toolkit of best practice methods, but she will
ensure that the tools which are employed will best fit the organization's needs
and interests.
d) The internal consultant will formulate a simulation of the required number of
meter readers considering the utilization of paid leaves in order to avoid delays in
accomplishments. (See Appendix E)
VI. REFERENCES
o BATELEC II Official website : www.batelec2.com.ph
o Cummings, Thomas & Worley, Christopher. (2009). Organization
Development & Change 9th Edition. South-Western Cengage Learning,
Mason, USA
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o McLean, Gary Neil. (2006). Organization Development: Principles, Processes,
Performance 1st Edition. Berrett-Koehler Publishers, Inc., San Francisco,
California.
o Munde, Gail. (2008, February). The Basics of Position Review, or How Your
Job Description Affects Your Pay. Retrieved from http://ala-
apa.org/newsletter/2008/02/16/the-basics-of-position-review-or-how-your-job-
description-affects-your-pay/
APPENDIX A
MY OD SHIELD
Demotivation 17
MYMYOD SHIELD
APPENDIX B
OD PHILOSOPHY
MY OD PHILOSOPHY
APPENDIX C.1a
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JOB DESCRIPTIONS – CAD CHIEF
APPENDIX C.1b
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JOB DESCRIPTIONS – CAD CHIEF
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APPENDIX C.1c
JOB DESCRIPTIONS – CAD CHIEF
APPENDIX C.1d
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JOB DESCRIPTIONS – CAD CHIEF
APPENDIX C.2a
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JOB DESCRIPTIONS – MRS HEAD
APPENDIX C.2b
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JOB DESCRIPTIONS – MRS HEAD
APPENDIX C.3a
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JOB DESCRIPTIONS – CONTROLLER
APPENDIX C.4a
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JOB DESCRIPTIONS – METER READER
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APPENDIX C.4B
JOB DESCRIPTIONS – METER READER
APPENDIX D.1
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REVISED JOB DESCRIPTION OF CONTROLLER
1. JOB IDENTIFICATION
Position : CONTROLLER
Location : Main Office
3. JOB OBJECTIVE
Responsible for the management of the accuracy of data of meter readers/billers’ gadget and
analysis of generated result
5. QUALIFICATION GUIDE
Must be BSA, BSBA or any related course graduate
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Must have two (2) years relevant experience
Entry age level – 23 years old
Proficient in oral and written communication
Must have thorough knowledge in all aspects of Coop operation
Possesses high degree of honesty, integrity and commitment to service the Coop
With good human relations
Proficient in computer operation
6. WORKING CONDITIONS
Work is performed under ideal working conditions or where disturbing influences are present
only to a minor degree.
APPENDIX D.2
PROPOSED JOB DESCRIPTION OF METER READING CLERK
1. JOB IDENTIFICATION
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Position : METER READING CLERK
Location : Main Office
3. JOB OBJECTIVE
Responsible for the management of the accuracy of data of meter readers/billers’ gadget and
analysis of generated result
1. QUALIFICATION GUIDE
Must be BSA, BSBA or any related course graduate
Does not require experience – Fresh graduates are welcome to apply.
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Possesses high degree of honesty, integrity and commitment to service the Coop
With good human relations
Proficient in computer operation
5. WORKING CONDITIONS
Work is performed under ideal working conditions or where disturbing influences are
present only to a minor degree.
APPENDIX E
SIMULATION OF REQUIRED NUMBER OF METER READERS CONSIDERING THE
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UTILIZATION OF LEAVES
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