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Welcome to SACCO Performance Reporting

This form allows SACCO bookkeepers and clerks to submit monthly performance reports.
Phone verification is required before submitting a report to ensure data accountability.

SACCO PERFORMANCE REPORT
Track my reports
The month this report covers. Report in the first days of the next month, e.g. September's report is filed in early October.
Location & Registration Details
From the SACCO's certificate of registration. Filled in from your last report if you gave it; check it is right.
Filled in from your last report if you gave it; check it is right.
SASRA licenses deposit-taking SACCOs and other SACCOs it supervises. A licensed SACCO has a SASRA licence certificate with a licence number.
Members Information
Farmer Groups
Financial Information
Members' savings held by the SACCO at the end of the month (the balance, not this month's collections).
The balance-sheet total from your last audited accounts: everything the SACCO owns. That is cash and bank, loans to members, investments, and property or equipment, not only property. Enter the same figure every month until your next audit.
The total from your last audited accounts: everything the SACCO owes, including members' deposits and any loans or money the SACCO has borrowed. Enter the same figure every month until your next audit.
Automatically calculated: Income - Expenditure
Automatically calculated based on deposits and liabilities
NAVCDP Grants
SACCO Automation
i.e., is it automated with software such as AmTech, Eassysaco, Saccobox?
B2C = disbursing loans to members via M-Pesa
C2B = members depositing via M-Pesa
Loan Information
Portfolio at Risk (PAR)
If your SACCO uses MIS software (e.g. AmTech, Eassysaco, Saccobox), PAR figures are usually available in your loan or portfolio reports. Otherwise, PAR is calculated as: (Outstanding loans in arrears ÷ Total outstanding loan portfolio) × 100. PAR @60 and @90 apply the same formula for loans overdue by 60 or 90 days respectively. Contact your NAVCDP project coordinating team if you need assistance.
From your MIS if available
From your MIS if available
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