democracy at work institute · 2017. 10. 12. · our organization provides education, training and...

13

Upload: others

Post on 15-Sep-2020

1 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Democracy at Work Institute · 2017. 10. 12. · Our organization provides education, training and technical assistance to existing and start-up cooperatively-structured enterprises

!

!

!

!

!"#$#%!&'&(!)!*+,-.!/#!0/12/,34!1!"##%.21/,5.!

"# $%&'()%!*(!+,-!

.# +,-!/0('120%!

3# $14*!56!4!+((7%04*58%9!:05;'57&%6!<!=4&2%6>!$1(!/%;%?5*6!<!@(A!

B# C*%76!*(!D(0)5;E!4!+((7%04*58%!

F# C*40*5;E!4!+((7%04*58%9!C*4E%6!

G# +((7%04*58%!/HIJ4A6>!%*'#!

K# ,%8%&(75;E!4!J46*5;E!4;L!M??%'*58%!+())5**%%!

N# O%H6!*(!C2''%66?2&!+((7%04*58%!,%8%&(7)%;*!

:1(*(!'0%L5*9!P2&54!D0%%)4;I$((&7%0*!

Page 2: Democracy at Work Institute · 2017. 10. 12. · Our organization provides education, training and technical assistance to existing and start-up cooperatively-structured enterprises

Dear Inquirer,

Greetings from the Cooperative Development Institute. Our mission is to build a cooperative economy through the creation and development of successful cooperative enterprises and networks in diverse communities in Massachusetts, New Hampshire, Vermont, Connecticut, Maine, Rhode Island and New York.

Our vision of a cooperative economy is of an inter-dependent dense network of enterprises and institutions that allow us to meet our needs through principled democratic ownership, and that care for community, combat injustice and inequity, and promote conscious self-governance. The cooperative economy is embedded within and helps create a cooperative society aware of its place in a cooperative ecology.

Our organization provides education, training and technical assistance to existing and start-up cooperatively-structured enterprises in all business sectors: food, housing, energy, agriculture, arts, health, forestry, fisheries, retail, service and more.

CDI collaborates with numerous other actors to work toward this vision. Our particular role is to provide direct technical assistance services and training, communicate about the multitude of paths individuals and groups can take toward the vision, and convene meetings that spark further collaboration and development. We help bring the resources and energy together to produce creative, lasting responses to our real human needs.

Following is a Co-op 101 Start-Up Packet, a set of materials about cooperatives and the start-up process. Please review the packet materials and complete the Online Request for Assistance form. Completing this form will help us determine how we can best support you in your venture.

Please feel free to call us with any questions or concerns and we will be happy to assist you. We wish you the best of luck with your endeavors.

Sincerely,

Noémi Giszpenc Executive Director

Page 3: Democracy at Work Institute · 2017. 10. 12. · Our organization provides education, training and technical assistance to existing and start-up cooperatively-structured enterprises

!"#$%&'()*+,,-+)./)'

0#11+23%%&'4//+56'788!9'

!!!"

!!!"

!!!"

!!!"#$%"#&&'

#$%"#&&'

#$%"#&&'

#$%"#&&'( (((

!!!"

!!!"

!!!"

!!!"#$%"#&&'

#$%"#&&'

#$%"#&&'

#$%"#&&'( (((

!"

"#$

%&'()

$*+

$)$,

"#-

$.'*

(./'('

0'$*

7##:%3;<=>%'?%>%1#:@%$<'

A$B<=<C<%'=B'<"%'5#3<"%;B<DB'

E%$<%3'2#3'E##:%3;<=>%'

FCB=$%BB'%GCE;<=#$H'<3;=$=$I'

;$G'<%E"$=E;1';BB=B<;$E%J''

' 8C3'@=BB=#$'=B'<#'FC=1G';'

E##:%3;<=>%'%E#$#@K'<"3#CI"'

<"%'E3%;<=#$';$G'G%>%1#:@%$<'

#2'BCEE%BB2C1'E##:%3;<=>%'

%$<%3:3=B%B';$G'$%<L#3MB'=$'

G=>%3B%'E#@@C$=<=%B'=$'5%L'

6$I1;$G';$G'5%L'N#3MJ'

' 8C3'#3I;$=O;<=#$':3#>=G%B'

%GCE;<=#$H'<3;=$=$I';$G'

<%E"$=E;1';BB=B<;$E%'<#'%P=B<=$I'

;$G'B<;3<+C:'E##:%3;<=>%1K+

B<3CE<C3%G'%$<%3:3=B%B'=$';11'

FCB=$%BB'B%E<#3B&'2##GH'

;I3=EC1<C3%H'"#CB=$IH'%$%3IKH'

;3<BH'"%;1<"H'2#3%B<3KH'2=B"%3=%BH'

3%<;=1H'B%3>=E%';$G'@#3%J'

' Q=B=<' !!!"#$%"#&&''<#'2=$G&''

•R#L'<#'9<;3<';'7##:%3;<=>%''

•8$1=$%'S%TC%B<'2#3'UBB=B<;$E%

' 83'E#$<;E<'CB&'%()&*#$%"#&&''

4//+56'788!9'

()*+,,-+)./)'

'12

*.345

1267

5’7*!28

524*93

4*!33:24

65;<

2*=>

7;82

77*

!"#$%&'<#11'23%%'4//+56'788!9''

#3'()*+,,-+)./)'

V;P&'()*+-()+4*WW'

6@;=1&'=$2#XEG=JE##:

) )))* ***+ +++, ,,,-(.%--%&/

-(.%--%&/

-(.%--%&/

-(.%--%&/( (((

A$';EE#3G;$E%'L=<"'V%G%3;1'1;L';$G'

<"%'YJ9J'?%:;3<@%$<'#2'UI3=EC1<C3%'

:#1=EKH'<"=B'=$B<=<C<=#$'=B':3#"=F=<%G'

23#@'G=BE3=@=$;<=#$'#$'<"%'F;B%'#2'

3;E%H'E#1#3H'$;<=#$;1'#3=I=$H'B%PH'

;I%H'#3'G=B;F=1=<KJ'Z5#<';11':3#"=F=<%G'

F;B%B';::1K'<#';11':3#I3;@BJ[''

' 0#'2=1%';'E#@:1;=$<'#2'G=BE3=@=$;<=#$H'

E#$<;E<&''

' Y9?U'

?=3%E<#3H'822=E%'#2'7=>=1'S=I"<B''

)(WW'A$G%:%$G%$E%'U>%$C%'9J\J''

\;B"=$I<#$H'?J7J'.W.-W+]()W''

#3'E;11'Z4WW['/]-+*./.'Z>#=E%[H'#3'

Z.W.['/.W+,*4.'Z>#=E%';$G'0??[J

!J8J'^#P'(..'

9"%1FC3$%'V;11BH'_U'W)*/W'

!/56

45;8

?*6

*!3@3

:*=

>7;8277

A*!38B2

:5*53

*,6>

8B1

*

!"

4?68

;C;8

?*%

27;D285@

"E

82D*!

3F

F>8;5;2

7*

!!3@3

:*-

3D2G7*934**

,3B6

G*H33D*$

852

4:4;72

7*

!I

34J

24*=>K@3

>57

A*/>BB

277

;38*#

G687*

Page 4: Democracy at Work Institute · 2017. 10. 12. · Our organization provides education, training and technical assistance to existing and start-up cooperatively-structured enterprises

'

)*+(0123%#1-

)*+(0123%#1-

)*+(0123%#1-

)*+(0123%#1-( (((

0456)46570(8(9:;670(.:4475(

U'E##:%3;<=>%'=B';'FCB=$%BB'<";<'=B'

•8L$%G'FK'=<B'@%@F%3B'

•?%@#E3;<=E;11K'E#$<3#11%G'FK'@%@F%3B'

•8:%3;<%G'2#3'<"%'F%$%2=<'#2'@%@F%3B'

7##:%3;<=>%B';3%'IC=G%G'FK'<"%'2#11#L=$I'

>;1C%BH';B'G%2=$%G'FK'<"%'A$<%3$;<=#$;1'

7##:%3;<=>%'U11=;$E%&''

self

-hel

p, s

elf-

resp

onsi

bili

ty, dem

ocr

acy,

eq

uali

ty, eq

uit

y, a

nd s

olid

arit

yJ'

7##:%3;<=>%'@%@F%3B'F%1=%>%'=$'<"%'%<"=E;1'

>;1C%B'#2'

hones

ty, o

pen

ness

, so

cial

resp

ons

ibil

ity,

and

cari

ng f

or

oth

ersJ

'N

ort

h C

oun

try

Fa

rm F

resh

Co

oper

ati

ve p

icks

up

p

rodu

ce f

rom

sm

all

lo

cal

farm

s in

no

rth

ern

NH

and

d

eliv

ers

to C

oo

s C

ou

nty

res

tau

ran

ts.

' 9<;3<=$I';$G'3C$$=$I';'FCB=$%BB'L=<"';'

I3#C:'#2':%#:1%H'<#'@%%<'K#C3'B";3%G'

$%%GBH'=B';'C$=TC%';$G'I3;<=2K=$I'

%P:%3=%$E%J'7?A'";B'<"%'%P:%3<=B%H'

%P:%3=%$E%H';$G'$%<L#3MB'<#'BC::#3<'K#C'

=$';EE#@:1=B"=$I'@C<C;1'I#;1BJ'

570+*7<4=>?<7*()>..6<+4+70(

RC$G3%GB'#2'@;$C2;E<C3%G'"#@%':;3MB'

<"3#CI"#C<'5%L'6$I1;$G':3#>=G%'"#CB=$I'<#'

<"#CB;$GB'#2'2;@=1=%BJ'7##:%3;<=>%'?%>%1#:@%$<'

A$B<=<C<%DB'5%L'6$I1;$G'S%B=G%$<+8L$%G'

7#@@C$=<=%B':3#I3;@'Z56S87['"%1:B'3%B=G%$<B'#2'

<"%B%':;3MB'<#':C3E";B%';$G'@;$;I%'<"%B%'

E#@@C$=<=%B';B'$#<+2#3+:3#2=<H'G%@#E3;<=E'E#+#:BJ''

' ' ' ' ' ' ' 0"%':3#I3;@':3#>=G%B'<"%'$%E%BB;3K'<%E"$=E;1'

;BB=B<;$E%H'2=$;$E=$IH'<3;=$=$IH';$G'1#$I+<%3@'

E#@@=<@%$<'2#3'<"%'3%B=G%$<+#L$%G'

E#@@C$=<=%B'<#';E"=%>%'1#$I+<%3@'

BCB<;=$;F=1=<KH'B%12+BC22=E=%$EK';$G'%E#$#@=E'

:3#B:%3=<KJ'56S87'CB%B'<"%'"=I"1K'BCEE%BB2C1'

@#G%1':=#$%%3%G'FK'<"%'5%L'R;@:B"=3%'

7#@@C$=<K'`#;$'VC$G'Z5R7`V[';$G'<;M%$'<#'

$;<=#$;1'BE;1%'FK'S87'Y9U0_J'

7##:%3;<=>%'?%>%1#:@%$<'A$B<=<C<%'B<;22'

B:%E=;1=O%'=$'"%1:=$I':%#:1%'L#3M'

<#I%<"%3'<#'

pla

n a

nd l

au

nch';'

E##:%3;<=>%1K'#L$%G'FCB=$%BBJ'\%'"%1:'

%P=B<=$I':3=>;<%1K'"%1G'FCB=$%BB%B'

con

vert

<#'#$%B'#L$%G'FK'<"%=3'

%@:1#K%%B'#3'<"%'E#$BC@%3B'#2'<"%=3'

:3#GCE<B';$G'B%3>=E%BH'L%'"%1:'s

tart

-up'

E##:%3;<=>%BH';$G'L%'BC::#3<'

exis

tin

g'

E##:%3;<=>%'FCB=$%BB%BJ''

' \%'#22%3'-'"#C3B'#2'23%%H':3#'F#$#'

;BB=B<;$E%H'2#11#L%G'FK'2%%+F;B%G'

B%3>=E%BJ'9#@%':3#a%E<B'@;K'F%'%1=I=F1%'

2#3'3%GCE%G+3;<%'B%3>=E%B'C$G%3';'Y9?U'

SC3;1'^CB=$%BB'7##:%3;<=>%'?%>%1#:@%$<'

b3;$<J'U$G'2#3'#<"%3B'L%'E;$';BB=B<'=$'

#F<;=$=$I'2C$GB'<#'BC::#3<'K#C3'

G%>%1#:@%$<':3#E%BBJ'

' 7?ADB'B<;22';$G'E#$BC1<;$<B'F3=$I'

%P:%3=%$E%';$G'=$B=I"<'<#';11';B:%E<B'#2'

B<;3<=$I';$G'3C$$=$I';'E##:%3;<=>%1K'

#L$%G'FCB=$%BB&'

•#3I;$=O;<=#$;1'G%>%1#:@%$<'

•2%;B=F=1=<K';BB%BB@%$<'

•FCB=$%BB':1;$$=$I'

•2=$;$E=;1'BKB<%@B'

•;EE#C$<=$I'c'F##MM%%:=$I'

•B<3;<%I=E':1;$$=$I'

•@;3M%<'3%B%;3E"'

•@;3M%<=$I':1;$B'

•:%32#3@;$E%'%>;1C;<=#$'

•E#@@C$=E;<=#$B'

•F#;3G'<3;=$=$I'

•E#$21=E<'@;$;I%@%$<'

•=$E1CB=#$';$G'G=>%3B=<K'

7?A'9<;22&'`K$G;'^3CB"%<<H'U$GK'

?;$2#3<"H'd;<"1%%$'V%M%<%H'5#e@='

b=BO:%$E';$G'f%3%@=;"'\;3G'

CD

I’s

NE

RO

C h

elp

ed 3

2 r

esid

ents

ta

ke c

on

tro

l of

Eve

rgre

en R

ealt

y C

o-o

p i

n W

arr

en,

MA

.

Page 5: Democracy at Work Institute · 2017. 10. 12. · Our organization provides education, training and technical assistance to existing and start-up cooperatively-structured enterprises

!

!

!"#$%&'%#%())*+,#$&-+.%

/0$+,0#$&)0#1%())*+,#$&-+%2,&03&*1+'%

4+5&0&$&)0%"!#$$%&'()*+&!*,!(-!(.)$-$/$.,!(,,$#*()*$-!$0!%&',$-,!.-*)&1!+$2.-)('*23!)$!/&&)!)4&*'!#$//$-!&#$-$/*#5!,$#*(2!(-1!#.2).'(2!

-&&1,!(-1!(,%*'()*$-,!)4'$.64!(!7$*-)23!$8-&1!1&/$#'()*#(223!#$-)'$22&1!&-)&'%'*,&9!

6#17+'%:$$%&'()*+&,!('&!;(,&1!$-!)4&!+(2.&,!$0!,&20<4&2%5!,&20<'&,%$-,*;*2*)35!1&/$#'(#35!&=.(2*)35!&=.*)3!(-1!,$2*1('*)39!!

>-!)4&!)'(1*)*$-!$0!)4&*'!0$.-1&',5!#$$%&'()*+&!/&/;&',!;&2*&+&!*-!)4&!&)4*#(2!+(2.&,!$0!4$-&,)35!$%&--&,,5!,$#*(2!'&,%$-,*;*2*)3!

(-1!#('*-6!0$'!$)4&',9!

2,&03&*1+'%!"#$%&'()*+,#*(-#./0(#10230+456/!?!:$$%&'()*+&,!

('&!+$2.-)('3!$'6(-*@()*$-,5!$%&-!)$!(22!%&',$-,!(;2&!)$!

.,&!)4&*'!,&'+*#&,!(-1!8*22*-6!)$!(##&%)!)4&!

'&,%$-,*;*2*)*&,!$0!/&/;&',4*%5!8*)4$.)!6&-1&'5!,$#*(25!

'(#*(25!%$2*)*#(2!$'!'&2*6*$.,!1*,#'*/*-()*$-9!

7"#802%9+*)69#10230+#:%()+%&!?!:$$%&'()*+&,!('&!

1&/$#'()*#!$'6(-*@()*$-,!#$-)'$22&1!;3!)4&*'!/&/;&',5!

84$!(#)*+&23!%(')*#*%()&!*-!,&))*-6!)4&*'!%$2*#*&,!(-1!

/(A*-6!1&#*,*$-,9!B&-!(-1!8$/&-!,&'+*-6!(,!&2&#)&1!

'&%'&,&-)()*+&,!('&!(##$.-)(;2&!)$!)4&!/&/;&',4*%9!>-!

%'*/('3!#$$%&'()*+&,5!/&/;&',!4(+&!&=.(2!+$)*-6!

'*64),!C$-&!/&/;&'5!$-&!+$)&D!(-1!#$$%&'()*+&,!()!

$)4&'!2&+&2,!('&!$'6(-*@&1!*-!(!1&/$#'()*#!/(--&'9!

;"#10230+#<9%(%269#=*+)696/*)6%(!?!B&/;&',!

#$-)'*;.)&!&=.*)(;23!)$5!(-1!1&/$#'()*#(223!#$-)'$25!

)4&!#(%*)(2!$0!)4&*'!#$$%&'()*+&9!")!2&(,)!%(')!$0!)4()!

#(%*)(2!*,!.,.(223!)4&!#$//$-!%'$%&')3!$0!)4&!

#$$%&'()*+&9!E4&3!.,.(223!'&#&*+&!2*/*)&1!

#$/%&-,()*$-5!*0!(-35!$-!#(%*)(2!,.;,#'*;&1!(,!(!

#$-1*)*$-!$0!/&/;&',4*%9!B&/;&',!(22$#()&!,.'%2.,&,!

0$'!(-3!$0!)4&!0$22$8*-6!%.'%$,&,F!1&+&2$%*-6!)4&!

#$$%&'()*+&5!%$,,*;23!;3!,&))*-6!.%!'&,&'+&,5!%(')!$0!

84*#4!()!2&(,)!8$.21!;&!*-1*+*,*;2&G!;&-&0*)*-6!

/&/;&',!*-!%'$%$')*$-!)$!)4&*'!)'(-,(#)*$-,!8*)4!)4&!

#$$%&'()*+&G!(-1!,.%%$')*-6!$)4&'!(#)*+*)*&,!(%%'$+&1!

;3!)4&!/&/;&',4*%9!

>"#?')%(%2,#*(-#@(-0/0(-0(90!?!:$$%&'()*+&,!('&!

(.)$-$/$.,5!,&20<4&2%!$'6(-*@()*$-,!#$-)'$22&1!;3!

)4&*'!/&/;&',9!>0!)4&3!&-)&'!*-)$!(6'&&/&-),!8*)4!

$)4&'!$'6(-*@()*$-,5!*-#2.1*-6!6$+&'-/&-),5!$'!'(*,&!

#(%*)(2!0'$/!&H)&'-(2!,$.'#&,5!)4&3!1$!,$!$-!)&'/,!)4()!

&-,.'&!1&/$#'()*#!#$-)'$2!;3!)4&*'!/&/;&',!(-1!

/(*-)(*-!)4&*'!#$$%&'()*+&!(.)$-$/39!

A"#<-'9*)6%(B#C+*6(6(D#*(-#@(E%+2*)6%(!?!

:$$%&'()*+&,!%'$+*1&!&1.#()*$-!(-1!)'(*-*-6!0$'!)4&*'!

/&/;&',5!&2&#)&1!'&%'&,&-)()*+&,5!/(-(6&',!(-1!

&/%2$3&&,!,$!)4&3!#(-!#$-)'*;.)&!&00&#)*+&23!)$!)4&!

1&+&2$%/&-)!$0!)4&*'!#$$%&'()*+&9!E4&3!*-0$'/!)4&!

6&-&'(2!%.;2*#!?!%(')*#.2('23!3$.-6!%&$%2&!(-1!

$%*-*$-!2&(1&',!?!(;$.)!)4&!-().'&!(-1!;&-&0*),!$0!

#$$%&'()*$-9!!

F"#:%%/0+*)6%(#*2%(D#:%%/0+*)6G04!?!:$$%&'()*+&,!

,&'+&!)4&*'!/&/;&',!/$,)!&00&#)*+&23!(-1!,)'&-6)4&-!

)4&!#$$%&'()*+&!/$+&/&-)!;3!8$'A*-6!)$6&)4&'!

)4'$.64!2$#(25!-()*$-(25!'&6*$-(2!(-1!*-)&'-()*$-(2!

,)'.#).'&,9!

H"#:%(90+(#E%+#:%22'(6),!?!I4*2&!0$#.,*-6!$-!

/&/;&'!-&&1,5!#$$%&'()*+&,!8$'A!0$'!)4&!,.,)(*-(;2&!

1&+&2$%/&-)!$0!)4&*'!#$//.-*)*&,!)4'$.64!%$2*#*&,!

(##&%)&1!;3!)4&*'!/&/;&',9

!

Page 6: Democracy at Work Institute · 2017. 10. 12. · Our organization provides education, training and technical assistance to existing and start-up cooperatively-structured enterprises

!

!

!"#$%&'%#%())*+,#$&-+.%

!"#$%&'&()*+$,'-$.#/$

0##1&2,*)3&+$,2&4$! "#$%&'()$*+,+-.$+/$'/0$+(.'+'()+1)*+23)1)4$+5.$+4''/$%1536$+1%$+5.'#$+(.'+7#$+5.$+4''/$%1536$8+

! "#$%&4')5%'00$*+,+-.$+/$'/0$+(.'+4')5%'0+5.$+4''/$%1536$+1%$+5.'#$+(.'+7#$+5.$+4''/$%1536$8+

! "#$%&9$)$2353):+,+-.$+4''/$%1536$;#+#'0$+/7%/'#$+3#+5'+/%'63*$+1)*+*3#5%3975$+9$)$235#+5'+35#+7#$%#+')+5.$+91#3#+'2+5.$3%+7#$8+

<'+='7%+23%#5+>'9+3#+5'+*$43*$+(.'+1%$+5.$+?$?9$%#+1)*+(.15+9$)$235#+*'+5.$=+(1)5+2%'?+5.3#+4''/$%1536$8+

0#5#1+$,2&$#/'&-$674$! @')#7?$%#+

! A%'*74$%#B21%?$%#B23#.$%#+

! C'%D$%#+

! E7#3)$##$#B'%:1)3F153')#+

! G7)343/10353$#B:'6$%)?$)5+

! H5.$%+4'&'/#+

0##1&2,*)3&+$62)'8$*"&$(#99#/)'8$*71&+$#($6&'&()*+$*#$*"&)2$:&:6&2+4$! @')#7?$%+4'&'/#+,+/%'63*$+%$5130+/%'*745#+1)*+#$%634$#+2'%+5.$3%+47#5'?$%+?$?9$%#+

! A7%4.1#3):+4'&'/#+,+/7%4.1#$+/%'*745#+1)*+#$%634$#+3)+970D+5'+%$*74$+'%+#.1%$+4'#5#+2'%+3)*363*710+'%+'%:1)3F153')10+?$?9$%#+

! G1%D$53):+4'&'/#+,+9730*+?1%D$5#+2'%+?$?9$%#;+/%'*745#+1)*+#$%634$#I+3?/%'6$+?$?9$%+91%:13)3):+/'($%I+214303515$+*$036$%=+

'2+/%'*745#+5'+?1%D$5I+1)*+3?/%'6$+/%'*745+J71035=+

! K107$&1**$*+A%'4$##3):+@'&'/#+,+1**+6107$+5'+?$?9$%#;+/%'*745#+5'+3)4%$1#$+?$?9$%#;+#.1%$+'2+%$5130+?1%D&7/#+

! C'%D$%+4'&'/#+,+/%'63*$+>'9#+2'%+5.$3%+?$?9$%#+1)*+#$%634$#+2'%+5.$3%+4'??7)353$#+

;)<$=&,+#'+$!"7$>#?$@)8"*$!,'*$*#$;*,2*$,$0#5#14$! @''/$%1536$#+$L3#5+5'+?$$5+5.$3%+?$?9$%#;+)$$*#8+-.$3%+2'47#+3#+')+#$%634$+5'+?$?9$%#I+)'5+')+9%3):3):+1+%$57%)+5'+3)6$#5'%#8+

! @''/$%1536$+?$?9$%#+1%$+)'5+/$)103F$*+2'%+('%D3):+5':$5.$%+3)+1+4''/$%1536$+97#3)$##+7)*$%+"<+-1L+@'*$M+5.$%$2'%$+?1)=+

4''/$%1536$#+$)>'=+51L+1*61)51:$#8+

! @''/$%1536$#+1%$+'()$*+1)*+4')5%'00$*+9=+5.$3%+?$?9$%#8+-.$=+.$0/+D$$/+%$#'7%4$#+3)+5.$+?$?9$%#;+4'??7)35=+1)*+1%$+

:73*$*+9=+?$?9$%#;+6107$#8+

! N$43#3')#+?1*$+*$?'4%1534100=+9=+5.$+?$?9$%#.3/+/%'63*$+1+#5%'):+*3%$453')+5.15+3#+#7//'%5$*+14%'##+5.$+'%:1)3F153')8+

! A%'235#+1%$+%$57%)$*+5'+?$?9$%#+#'+?$?9$%#+9$)$235+2%'?+5.$+97#3)$##+5.$=+*'+(35.+5.$+4''/$%1536$8+

! @''/$%1536$#+4')5%3975$+5'+5.$+$4')'?34+#5193035=+'2+5.$3%+4'??7)353$#8+

A#?2$=&,+#'+$!"7$>#?$@)8"*$!,'*$*#$B")'C$B/)D&$%&(#2&$;*,2*)'8$,$0##14$! <'?$53?$#+4''/$%1536$#+.16$+*32234705=+:13)3):+144$##+5'+5.$+41/3510+5.$=+)$$*+(35.'75+9$3):+190$+5'+9%3):+')+3)6$#5'%#+(.'+

.16$+1+#$15+')+5.$+9'1%*8+

! @''/$%1536$#+)$$*+5'+3)6$#5+53?$+1)*+?')$=+3)+#7//'%53):+5.$3%+*$?'4%1534+/%'4$##+,+$*74153):+?$?9$%#+19'75+D$=+3##7$#I+

.'0*3):+?$$53):#I+1)*+%$#/')*3):+5'+?$?9$%+4')4$%)#8+-.3#+41)+9$+$L/$)#36$+1)*+53?$+4')#7?3):8+

! <'?$53?$#+5.$%$+1%$+0$:10+03?35#+5'+5.$+#4'/$+'2+'/$%153')#+'%+?$?9$%#.3/+2'%+1+4''/$%1536$8+

! @''/$%1536$#+1%$+')0=+1#+:''*+1#+5.$3%+?$?9$%#+1#D+5.$?+5'+9$8+C.$)+?$?9$%#+#5'/+3)6$#53):+53?$+1)*+$)$%:=I+4''/$%1536$#+

41)+%$*74$+5.$+9$)$235#+5.$=+/%'63*$+5'+5.$3%+?$?9$%#8+

Page 7: Democracy at Work Institute · 2017. 10. 12. · Our organization provides education, training and technical assistance to existing and start-up cooperatively-structured enterprises

!

!

!"#$"%&'(#()**+,$#"%-,(

!"#"$%&'"()*+),-".(

!"#',(.&,/(01+2*$#"%*&(3456(7*&"89:(!"#$%&'()%*&(+',(-*./+'..(/0'12(

! "#$!%&''!())*!+#,! ( -./!01(!23#4&*),! ( 56!+7)!)(*!#8!+7&9!9+1:)!6#$;''!714),!

<3:1(&=1+&#(1'!

.)4)'#2>)(+!

3%&4(1+(5&61+/7/+6(%&(89''&/+6(

:%44/99''(,/9;(#'%#$'(,;%(

&'#&'.'+9(9;'(<%%#'&19/='>.(

#%9'+9/1$(4'4-'&.2(?0'+9/@)(

)%*&(4/../%+(1+0(<%&'(=1$*'.2(

( A''9/+6(@1</$/919/%+2( ( B(<%44/99'0(6&%*#(%@(#'%#$'(,;%(

16&''(%+(,;19(9;')(,1+9(9;/.(

-*./+'..(9%(.'$$(9%(,;%42(

5$9&()99!.)4)'#2>)(+!

C'@/+'()%*&(D')(-*./+'..(

<%+<'#9(E(F;19(#&%0*<9.(1+0(

.'&=/<'.(4/6;9(9;'(<%G%#(.*##$)(

9;19(<%*$0(41D'(1(./6+/@/<1+9(

'<%+%4/<(0/@@'&'+<'(/+(9;'(

$/='.(%@(/9.(4'4-'&.H((

:&'19'(1(#&%I'<9(0'='$%#4'+9(

#$1+(1+0(-*06'92((

:%+0*<9(A1&D'9(J'.'1&<;(9%(

0'9'&4/+'(9;'(+''0(@%&()%*&(

<%%#'&19/='>.(#&%0*<9.(1+0(

.'&=/<'.(1+0(<%4#$'9'()%*&(

@'1./-/$/9)(1+1$)./.(9%(.''(/@()%*(

;1='(1(=/1-$'(-*./+'..(/0'12(

( A''9/+6(@1</$/919/%+K((

41&D'9(&'.'1&<;(1+0(

@'1./-/$/9)(1+1$)./.(%&(;'$#(

;/&/+6(1+0(41+16/+6(1(

<%+.*$91+9(9%(1../.9()%*K((

$'..%+.($'1&+'0(-)(%9;'&(

#&%I'<9.(1+0(6*/01+<'(%+(

#&%I'<9(#$1+.L(41&D'9(

&'.'1&<;L(1+0(@'1./-/$/9)(

1+1$)./.2(

( A1&D'9(&'.'1&<;(9;19(.;%,.(9;'&'(/.(1(

$1&6'('+%*6;(41&D'9(1+0(.*@@/</'+9(

#&%0*<9(9%(.'$$(9;19(9;'(<%%#'&19/='(,/$$(

-'(@/+1+</1$$)(=/1-$'(1+0(41D'(1(

./6+/@/<1+9('<%+%4/<(<%+9&/-*9/%+(9%(/9.(

4'4-'&.K(

B(<$'1&(#$1+(1+0(-*06'9(@%&('1<;(.916'(%@(

0'='$%#4'+92(

?)>@)3!

.)4)'#2>)(+!

8;1&'(/+@%&419/%+(,/9;(

#%9'+9/1$(4'4-'&.(1-%*9()%*&(

-*./+'..(/0'12(

( M*/01+<'(%+(4'4-'&(

'0*<19/%+(419'&/1$.K((

;'$#(<&'19/+6(#&/+9(&'.%*&<'.(

@%&(#%9'+9/1$(4'4-'&.(

/+@%&4/+6(9;'4(1-%*9()%*&(

#&%I'<92(

( M&%,/+6(/+9'&'.9(@&%4(#%9'+9/1$(

<%%#'&19/='(4'4-'&.2(

A$(*B

31&9&(:!

8'<*&'(@*+0.(@%&(8916'(5+'(1+0(

-'6/+(@*+0&1/./+6(@%&(8916'(

N,%2(

( O'$#(9%(/0'+9/@)(.%*&<'.(1+0(

&1/.'(@*+0.2(

( 3*+0.(&1/.'0(9%(<%='&(9;'(<%.9(%@(

0'='$%#4'+9(@%&(8916'(5+'(1+0(.%4'(%@(

8916'(N,%P(

CDBCEDFDDD!

(

Page 8: Democracy at Work Institute · 2017. 10. 12. · Our organization provides education, training and technical assistance to existing and start-up cooperatively-structured enterprises

!"#',(;<*/(=>9%&,99(?2#&&%&'(3456(7*&"89:(3/6*&'(%*9(;%,(9%(41D'()%*&(-*./+'..(/0'1(1(&'1$/9)2(! "#$!%&''!())*!+#,! ( -./!01(!23#4&*),! ( 56!+7)!)(*!#8!+7&9!9+1:)!6#$;''!714),!

<3:1(&=1+&#(1'!

.)4)'#2>)(+!

8'9(*#()%*&(3%*+0/+6(Q%1&0L(

/+<%&#%&19'()%*&(<%%#'&19/='L(

1+0(10%#9(Q)$1,.(9;19(0'.<&/-'(

;%,()%*(,/$$(,%&D(9%6'9;'&2(

( N&1/+/+6.(@%&()%*&(@%*+0/+6(

-%1&0K(

O'$#(<&'19/+6()%*&($'61$(

0%<*4'+9.(1+0(;/&/+6(1(

$1,)'&(9%(&'=/',(9;'4K(

R'..%+.($'1&+'0(@&%4(%9;'&(

#&%I'<9.(1+0(.14#$'(-%1&0(

#%$/</'.(1+0($'61$(0%<*4'+9.2(

( B($'61$$)(/+<%&#%&19'0(<%%#'&19/='(

,/9;(1(.'19'0(-%1&02(5$9&()99!.)4)'#2>)(+!

:&'19'(1(Q*./+'..(S$1+(1+0(

A1&D'9/+6(S$1+(9;19(0'.<&/-'.(

;%,()%*(,/$$($1*+<;()%*&(

-*./+'..L(,;19(/9(,/$$(<%.9L(1+0(

,;'&'()%*>$$(6'9(9;'(4%+')2((

J1/.'(4%+')(T'U*/9)V(@&%4(

4'4-'&.(1+0(6'9(1($%1+(9%(

$1*+<;()%*&(-*./+'..2(

( O'$#(<&'19/+6()%*&(Q*./+'..(

S$1+(1+0(A1&D'9/+6(S$1+(%&(

;/&/+6(1+0(41+16/+6(1(

<%+.*$91+9(9%(1../.9()%*K(

R'..%+.($'1&+'0(@&%4(%9;'&(

#&%I'<9.(1+0(.14#$'(-*./+'..(

#$1+.2(

( B(Q*./+'..(S$1+(1+0(A1&D'9/+6(S$1+(

.;%,/+6(;%,(9;'(<%%#'&19/='(,/$$(-'(

$1*+<;'02(

?)>@)39!

J'<&*/9(4'4-'&.(@%&()%*&(

<%%#'&19/='2(

( O'$#(,/9;(%*9&'1<;(9%(

#%9'+9/1$(4'4-'&.2(

( !+%*6;(4'4-'&.(1+0(4%+')(9%($1*+<;(

)%*&(<%%#'&19/='2(

A$(*B

31&9&(:!

8'<*&'(0'='$%#4'+9(@*+0.(@%&(

8916'.(N,%(1+0(N;&''2(

( O'$#(9%(/0'+9/@)(.%*&<'.(1+0(

&1/.'(@*+0.2(

( 3*+0.(&1/.'0(9%(<%='&(9;'(<%.9(%@(

0'='$%#4'+9(@%&(8916'(N,%P(

CCEDFDDDBCGDFDDD!

!"#',(;8$,,/()**+,$#"%-,(@#>&A8(3B56(7*&"89:(H)+!+7)!@$9&()99!9)+!$2!1(*!3)1*6!+#!#2)(I!

! "#$!%&''!())*!+#,! ( -./!01(!23#4&*),! ( 56!+7)!)(*!#8!+7&9!9+1:)!6#$;''!714),!

<3:1(&=1+&#(1'!

.)4)'#2>)(+!

8'9(*#(%@@/<'(1+0(;/&'(.91@@2( ( 891&9G*#(1<<%*+9/+6L(

<%44*+/<19/%+.L(1+0(.*##%&9(

.91@@/+6K((

814#$'(I%-(0'.<&/#9/%+.(1+0(

#'&.%++'$(;1+0-%%D.K(

N&1/+/+6.(@%&(41+16'4'+9L(

.91@@L(4'4-'&.(1+0(-%1&02(

( B+(%@@/<'(.'9(*#(1+0(.91@@'02(

5$9&()99!

.)4)'#2>)(+!

:%+9&1<9(@%&(1+0(41&D'9(

#&%0*<9.(1+0(.'&=/<'.2((

S&'.'$$(4'4-'&.(1+0W%&(

<*.9%4'&.(#&%0*<9.(1+0(

.'&=/<'.2(

( R'..%+.($'1&+'0(-)(%9;'&(

#&%I'<9.K(.14#$'(41&D'9/+6(

419'&/1$.2(

( ?+/9/1$(#&%0*<9.(1+0(.'&=/<'.(&'10)(9%(

%@@'&K(

:*.9%4'&.(./6+'0(*#(@%&(#&%0*<9.(1+0(

.'&=/<'.2(

?)>@)39!

5&/'+9(+',(4'4-'&.(9%(9;'/&(

&%$'.(1+0(&'.#%+./-/$/9/'.2(

( 814#$'(A'4-'&(%&/'+919/%+(

419'&/1$.2(

( A'4-'&.('0*<19'0(1-%*9(9;'/&(&/6;9.(

1+0(&'.#%+./-/$/9/'.(1.(<%G%#(4'4-'&.2(

(

Page 9: Democracy at Work Institute · 2017. 10. 12. · Our organization provides education, training and technical assistance to existing and start-up cooperatively-structured enterprises

!"#',(C*>$/(D&(=>9%&,99((5#'+(9;'(0%%&.(1+0(.91&9(#&%=/0/+6(6%%0.(1+0(.'&=/<'.2((

! "#$!%&''!())*!+#,! ( -./!01(!23#4&*),! ( 56!+7)!)(*!#8!+7&9!9+1:)!6#$;''!714),!<3:1(&=1+&#(1'!.

)4)'#2>)(+!

S&%=/0'(.91@@(1+0(41+16'4'+9(

'0*<19/%+(1+0('+616'(/+(

.9&19'6/<(#$1++/+62(

( A''9/+6(@1</$/919/%+K(

:%44*+/<19/%+.(.*##%&9K(

3/+1+</1$(.).9'4.(.*##%&9K(

N&1/+/+6.(@%&(41+16'4'+9L(

.91@@L(4'4-'&.(1+0(-%1&0L(

/+<$*0/+6(%+(<%+@$/<9(

41+16'4'+9K(

J'@'&&1$.(9%(<%G%#(

#&%@'../%+1$.(1+0(#''&(

.*##%&9'&.K(

:%++'<9/%+.(9%(%9;'&(<%G%#.(

/+(9;'(X%&9;'1.9(1+0(-')%+02(

(

B(=/1-$'(-*./+'..L(*#(1+0(&*++/+6L(

-&/+6/+6('<%+%4/<(-'+'@/9(9%(/9.(

4'4-'&.(1+0(@*+<9/%+/+6(/+(1(

0'4%<&19/<L(&'.#%+./-$'(41++'&2(

5$9&()99!

.)4)'#2>)(+!

S&%=/0'(#&%0*<9.(1+0(.'&=/<'.(

/+(&'.#%+.'(9%(4'4-'&(+''0.K(

'+616'(/+(.1$'.(1+0(41&D'9/+6(

1+0(%+6%/+6(-*./+'..(

0'='$%#4'+92(

( A'4-'&W<*.9%4'&(.*&=').K(

O'$#(,/9;(41&D'9/+6K(

8*66'.9/%+.(@%&('"#1+./%+L(

0/='&./@/<19/%+L(.#/+G%@@.L('9<2(

(

?)>@)39!

!+616'(/+(4'4-'&(1+0(-%1&0(

'0*<19/%+2(

( N&1/+/+6K((

814#$'(4'4-'&('0*<19/%+(

419'&/1$.L(+',.(/9'4.L('9<2(

(

(

B+0(91D'(9/4'(9%(<'$'-&19'(1+0(1<D+%,$'06'()%*&(1<<%4#$/.;4'+9.Y(

(

Page 10: Democracy at Work Institute · 2017. 10. 12. · Our organization provides education, training and technical assistance to existing and start-up cooperatively-structured enterprises

(

(

!"#"$%&'()*+%,-*.%%&"-/0'#"**

1-0'2$"3*%4*5(2%-&%-/0'%(6*7+89/:36*/(;*<"=>"-3?'&*1)-""="(03*!"#$%&'()%#%'*+%#(,-"#'.%/-&%'0-+'1-"#+2('$,()'3"'3((-&"%0'(-')%24'0-+'5%#,6"'0-+&'2%632'5-1+7%"(#8'

7,'$;'()*@?/-";*A'3'%(6*<'33'%(6*A/$,"3*

/(;*@0-/0")+*9':)-'3&%'()%'7%7.%&#'-/'(),#'1--4%&3(,;%<':)3('"%%5#'

-/'()%,&#',#'()%'1--4%&3(,;%'5%#,6"%5'(-'7%%(<'

9'=,#('()%'3##+74(,-"#'0-+')-258'

9'>5%"(,/0'()%'.2-1?#'/-&'7-;,"6'/-&$3&58'

9'=,#('()%'1-&%';32+%#@4&,"1,42%#'()3('6+,5%'()%'

1--4%&3(,;%8'

9'A-$'5-'0-+'$3"('()%'$-&25'(-'.%'5,//%&%"('.%13+#%'()%'

1--4%&3(,;%'%B,#(#<'

9':)3(',#'()%';,#,-"'0-+')-25'/-&'(),#'1--4%&3(,;%<'

9':)3('5-'0-+'$3"('()%'1--4%&3(,;%'(-'311-742,#)<':)3('

,#',(#'7,##,-"<'

9':)-'$,22'#%&;%'3#'()%'#(3&(C+4'.-3&5'-/'5,&%1(-&#D'

-;%&#%%,"6'()%'5%;%2-47%"('31(,;,(,%#<'

<"=>"-3?'&*9':)-',#'%2,6,.2%'/-&'7%7.%&#),4<'

9':)3('%*+,(0'$,22'7%7.%&#'1-"(&,.+(%<'

9':,22'7%7.%&#'%31)')3;%'-"%';-(%<'E&'$,22'()%&%'.%'

$%,6)%5';-(,"6<'

9'!&%'()%&%'/,"3"1,32'-.2,63(,-"#'/-&';-(,"6<'

9'!&%'322'7%7.%&#'(&%3(%5'()%'#37%<'E&'3&%'()%&%'123##%#'

-/'7%7.%&#<'

9'A-$'13"'3'7%7.%&'(%&7,"3(%'),#@)%&'7%7.%&#),4<'

A-$'13"'()%'1--4'(%&7,"3(%'3'7%7.%&F#'7%7.%&#),4<'

7%/-;*9':)-',#'%2,6,.2%'(-'#%&;%'-"'()%'.-3&5<'

9':)3('3&%'()%,&'5+(,%#<'

9'A-$'73"0'#%3(#'#)-+25'()%&%'.%<'

9':,22'0-+')3;%'.-3&5'7%7.%&'/&-7'-+(#,5%'()%'

-&63",G3(,-"<'

9'A-$'2-"6'$,22'3'.-3&5'7%7.%&'#%&;%<'

9'A-$'3&%'.-3&5'7%7.%&#'%2%1(%5<'H%7-;%5<'

9'!&%'()%0'43,5<'!&%'%B4%"#%#'&%,7.+&#%5<'

9'A-$'$,22';313"1,%#'.%'/,22%5<'

9'A-$'-/(%"'$,22'()%'.-3&5'7%%(<':)3('*+-&+7',#'

&%*+,&%5<':)3('7%%(,"6'"-(,1%',#'&%*+,&%5<'

9':,22'()%&%'.%'#(3"5,"6'1-77,((%%#'-/'()%'.-3&5<'>/'0%#D'

$)3('3&%'()%0'3"5'$)3('3&%'()%'/+"1(,-"#<'

9':,22'()%&%'.%'-//,1%&#<'>/'0%#D'$)3('-//,1%#D'(%&7#D'5+(,%#D'

#%2%1(,-"'4&-1%##<'

./&'0/$*@0-,20,-"*9':)3('$,22'0-+&'134,(32'#(&+1(+&%'.%<'I:,22'0-+',##+%'

#)3&%#'-/'#(-1?<'J%7.%&#),4@K-77-"<'L&%/%&&%5<'

A-$'73"0<'!('$)3(';32+%<M'

9':)3('3&%'()%'&,6)(#'3"5'&%#4-"#,.,2,(,%#'-/'%31)'

#(-1?)-25%&<'

9':,22'#)3&%#'%3&"'5,;,5%"5#<'

9':)3('$,22'()%'&%5%74(,-"'4&-1%5+&%'.%<'

B/0-%(/)"*!'#';"(;3*9':)3(',#'()%'.3#,#'/-&'5,#(&,.+(,"6'43(&-"36%'5,;,5%"5#'(-'

7%7.%&#<'

<"=>"-3?'&*<""0'()3*9'A-$'-/(%"'$,22'7%7.%&#'7%%(<':)-'13"'1322'3'#4%1,32'

7%%(,"6<':)3('"-(,1%',#'&%*+,&%5<':)3('*+-&+7',#'

&%*+,&%5<'

9':)3(',##+%#'$,22'7%7.%&#'5%1,5%<'

9'A-$'13"'7%7.%&#';-(%<'N0'4&-B0D'.0'73,2D'

%2%1(&-",13220<'

9'A-$'$,22'()%'.0C23$#'.%'37%"5%5<'

<"=>"-3?'&*1)-""="(03*9':)3('$,22'7%7.%&#'&%1%,;%<'

9':)3('$,22'7%7.%&#'36&%%'(-'6,;%<'

9'A-$'$,22'7-"%0'1)3"6%')3"5#<'

9'A-$'$,22'*+32,(0'.%'%;32+3(%5<'

9'A-$'$,22'()%'36&%%7%"('.%'%"/-&1%5<'

9'A-$'$,22'()%'36&%%7%"('.%'(%&7,"3(%5@&%"%$%5<'

'

Page 11: Democracy at Work Institute · 2017. 10. 12. · Our organization provides education, training and technical assistance to existing and start-up cooperatively-structured enterprises

'

'

!"#"$%&'()*+*,+-.'()*+(/*011"2.'#"*3%44'..""5*'

!"#$%%$&'()$#*'$$+(",#-.//(''$$#0(11#2$#'3$#4+()(",#%.+&$#2$3("4#5#0$116.+,5"(7$4#&..8$+5'()$#4$)$1.8/$"'#$%%.+'9#:'#0(11#51;.#

2$#5"#(/8.+'5"'#.+,5"(75'(."#%.+#&5++<(",#'3$#$%%.+'#2$<."4#'3$#815""(",#835;$9#=3$+$#5+$#5#%$0#25;(&#<$'#.%'$"#.)$+1..>$4#

/$'3.4;#%.+#'?+"(",#5#,+.?8#.%#).1?"'$$+;#("'.#5"#$%%$&'()$@#$"4?+(",#.+,5"(75'(."9#

6"$"2.*+(*"11"2.'#"*27+'8&"8-%(*=3$#(4$51#&35(+8$+;."#(;#5#,..4#/$$'(",#%5&(1('5'.+@#;>(11$4#5'#4$1$,5'(",#'5;>;#5"4#/."('.+(",#8+.,+$;;9#=3$#&35(+8$+;."#;3.?14#

2$#5#+$;8$&'$4#/$/2$+#.%#'3$#&.//?"('<@#521$#'.#;$+)$#5;#5#;8.>$;8$+;."#%.+#'3$#815""(",#$%%.+'@#5"4#;>(11$4#5'#2?(14(",#

&.51('(.";#5"4#&.1152.+5'()$#$%%.+';9#

9:'$/*2%44'..""*-;'$$-*-.//?"('<#8+.A$&';#&5"#%51'$+#03$"#5#>$<#("4()(4?51#1$5)$;9#*35+$#'5;>;#5"4#&?1'()5'$#;>(11;#'.#$";?+$#'35'#".#."$#8$+;."#(;#

("4(;8$";521$9#

0-.+<$'-7*-".*4"".'()*.'4"-*B+$C?$"'#/$$'(",;#5'#+$,?15+1<#;&3$4?1$4#'(/$;#,()$#'3$#&.//(''$$#&."'("?('<#5"4#;'52(1('<9#D$$8(",#<.?+#/$$'(",;#5'#'3$#

;5/$#'(/$#5"4#815&$#0(11#$"&.?+5,$#&.";(;'$"'#5''$"45"&$9#

3%44:('2+."=*2%44:('2+."=*2%44:('2+."**$"4(",#.?'#5,$"45;@#/$$'(",#".'$;@#5"4#25&>,+.?"4#/5'$+(51;#>$$8;#/$/2$+;#("%.+/$4#5"4#8+$85+$4#%.+#?8&./(",#

/$$'(",;9#=3$;$#/5(1(",;#51;.#1$"4#8+.%$;;(."51(;/#'.#<.?+#$%%.+';9#

>+;"*"#"8?*4"".'()*2%:(.*!'#$5&3#/$$'(",@#35)$#5"#5,$"45#5"4#;'(&>#'.#('9#*$$#'35'#'3$#,+.?8#/5>$;#4$&(;(.";#'.#/.)$#%.+05+4#5"4#'35'#/$/2$+;#1$5)$#

0('3#5;;(,"/$"';#'.#2$#&./81$'$4#0('3("#;8$&(%(&#'(/$#%+5/$;9#

@""&*4"".'()-*2%(2'-"*+(/*.%*.7"*&%'(.*=3$#8$.81$#<.?#0(11#05"'#."#'3$#;'$$+(",#&.//(''$$#5+$#.%'$"#'3$#2?;($;'#8$.81$#("#'.0"9#E;$#'3$(+#'(/$#0(;$1<9#*'5+'#5"4#$"4#

/$$'(",;#8+./8'1<9#D$$8#/$$'(",;#1$;;#'35"#."$#3.?+#?"1$;;#85+'(&(85"';#5,+$$#'.#5#1.",$+#/$$'(",9#F$#505+$#.%#4(;&?;;(.";#

'35'#/5<#2$#/.+$#588+.8+(5'$#%.+#5#1.",$+#'(/$9#

A"'(1%82"*+(/*2"$"<8+."*.7"*-&'8'.*%1*2%$$+<%8+.'%(*:%#/?1'(81$#,+.?8;#5+$#(").1)$4#("#5#&.1152.+5'()$#&..8$+5'()$#4$)$1.8/$"'#$%%.+'@#'3$"#('G;#$;;$"'(51#'35'#511#,+.?8;#+$&$()$#

&+$4('#%.+#'3$(+#85+'(&(85'(."#("#'3$#&.51('(."9#H?21(&(7$#'3$#4()$+;('<#.%#8$.81$#(").1)$4#5"4#/5>$#;?+$#'35'#;(",1$#("4()(4?51;#.+#

,+.?8;#4.#".'#,$'#&+$4('#%.+#035'#(;#5#&.1152.+5'()$#$"4$5).+9#

#

######################################## ###################I#!458'$4#%+./#!"##$%&'()*%+,-().",/0""/1)2)3$&4+)'")5$&64&%-)7)8$9'7&%706+)*:"%"#(@#2<#!1(&$#J?225+4#5"4#-15<#B.",9#K.&><#L.?"'5("#

:";'('?'$M#*".0/5;;@#-N9#IOOP9#H89#QQ6QR9#

Page 12: Democracy at Work Institute · 2017. 10. 12. · Our organization provides education, training and technical assistance to existing and start-up cooperatively-structured enterprises

'

'

!"#$%&"'()*+'!"#$"$%&'()*+,-.'%)/,'-.'%/&'0%#1"23/'4)*5$6'78896'

!"#$#%&'()*(+,)-#.&(/0..#''(

!':*%'*('&:&+&1%3';*'21%*'#'35<<&33(5:'$)*=&<%6'>&)&'#)&'3*+&'%/#%'/#?&'

-&&1'2"&1%2(2&"'-.')&3&#)</&)3'#3'%/&'+*3%'<)2%2<#:,'21'"&3<&1"21;'

*)"&)'*('2+$*)%#1<&6'@?&).'A.&3B'#13C&)'%*'%/&'D5&3%2*13'-&:*C'

+#E&3'35<<&33':2E&:2&)6''

1#$2#,(3%4)"4#$#%&(F/23'23'-.'(#)'%/&'+*3%'2+$*)%#1%'&:&+&1%6'!)&'%/&'<*G*$H3'

+&+-&)3'%/*3&'C/*'C2::'-&1&(2%'+*3%'()*+'%/&'-5321&33I'!)&'

%/&.'21?*:?&"'&#):.'#1"'*(%&1'21'%/&'$)*<&33I'!)&':21&3'*('

<*++512<#%2*1'*$&1,'#::*C21;'#'D5#:2%.')&:#%2*13/2$I'J3'

21?*:?&+&1%'&#3.I'>#?&'.*5'%#:E&"'%*'%/&+'%*'2"&1%2(.'%/&2)'

1&&"3I''

5#67#,'839(K*'%/&'$)*=&<%H3':&#"&)3'/#?&'#'3%)*1;'21%&)&3%'21'%/&'35<<&33(5:'

*5%<*+&'*('%/&'$)*=&<%I'L&%,'23'(#2:5)&'#<<&$%#-:&I'MAL&3B'23'%/&'

-&%%&)'#13C&)NO'!)&'E&.':&#"&)3'21'%/&';)*5$'#1"'21'%/&'

<*++512%.'C2::21;'#1"'#?#2:#-:&'%*'$#)%2<2$#%&'21'%/&'$)*=&<%I'

K*':&#"&)3'/#?&'%/&'3E2::3,'<)&"2-2:2%.,'&P$&)2&1<&'#1"'<#$#<2%.'

%*'$:#.'#':&#"&)3/2$')*:&'21'%/&'$)*=&<%H3'"&?&:*$+&1%I'K*'

:&#"&)3'3&&'#'C&::G"&(21&"'$:#1I'

:"#6,(43'3)%(6%7(20'3%#''(.6'#(K*'.*5'/#?&'#'<*1<23&'?232*1'*('%/&'$)*=&<%'21'%/&'3/*)%G%&)+,'

+2"G%&)+,'#1"':*1;G%&)+I'K*'.*5'/#?&'#1'*$&)#%2*13'$:#1'%/#%'

;&%3'.*5'()*+'3D5#)&'7'%*'%/&'&1",'#1"'<#1'.*5')&?23&'2%I'>#?&'

.*5'%/*5;/%'*('C/#%'<#1';*'C)*1;'#1"'/*C'%*'#"")&33'2%I'Q2::'

%/&'&1"')&35:%'-&'C*)%/'%/&'21?&3%+&1%')&D52)&"I'K*'.*5'/#?&'

+2:&3%*1&3'%*'"&%&)+21&'C/&1'%/&'$)*=&<%'/#3'35<<&&"&"I'

+,)9#,(9"6%%3%;(>#?&'.*5'2"&1%2(2&"'%/&'$)*-:&+'%/#%'%/&'$)*=&<%'C2::'3*:?&I'

>#?&'.*5'*5%:21&"'$*332-:&'3*:5%2*13'%*'%/&'$)*-:&+I'>#?&'.*5'

2"&1%2(2&"'%/&')2;/%'$&*$:&'%*'<#)).'*5%'%/&'$)*=&<%I'MR#+&'

1#+&3'#1"':&%'%/&+'E1*C'C/#%')*:&'.*5H"':2E&'%/&+'%*'$:#.,'

#1"'+#E&'35)&'%/&.'#)&'#?#2:#-:&6O'K*'.*5'E1*C'C/#%'&P#<%'

(51<%2*13'%/&'<*G*$'C2::'1&&"'%*'<#)).'*5%I'K*&3'.*5)'$:#1'/#?&'

#%%#21#-:&'+2:&3%*1&3'#1"'$)2*)2%2S#%2*1I'K*1H%'%).'%*'"*'%**'

+5</'21'*1&'$)*=&<%N'

/#&&3%;(,#6"3'&3.(#<9#.&6&3)%'(>#3'&?&).*1&'21'%/&'$)*=&<%'3&&1'#1'*5%:21&'*('#1'#%%#21#-:&'

$)*=&<%I'>#?&'.*5'3*)%&"'1&&"3'()*+'C#1%3,'#1"')&"5<&"'%/&'

C#1%3'%/#%'%/&'$)*=&<%'#"")&33&3I'>#?&'.*5'"&?&:*$&"'3+#::&)'

$)*=&<%'+2:&3%*1&3I'T#1'.*5'+#1#;&'</#1;&I'Q2::'+&+-&)3'-&'

#-:&'%*'&P$&)2&1<&'&#):.'*1'/*C'%/&'<*G*$'C2::'(51<%2*1'(*)'

%/&+I'

+,)4373%;(6('#%'#()*(9,);,#''(J1'+*3%'<#3&3,'UVW'*('#'<*G*$X3'#<%2?2%2&3'C2::'$)*?2"&'YVW'*('

+&+-&)'-&1&(2%36'!)&'.*5'<*1<&1%)#%21;'*1'%/#%'<)5<2#:'

%C&1%.'$&)<&1%I'>#?&'.*5':**E&"'#%'%/&'-2;'$2<%5)&'#1"'

-)*E&1'%/&'$)*=&<%'"*C1'21%*'+#1#;&#-:&'$#)%3I'!)&'%/&)&'

%2+&':2+2%3'3&%'(*)'$)*=&<%'+2:&3%*1&3I'T#1'.*5'#1"'*%/&)'

+&+-&)3';&%'#'<:&#)'3&13&'*('C/#%'2%'C2::'-&':2E&'%*'/#?&'%/&'

<*G*$I'!)&'.*5'+&#35)21;'#1"')&$*)%21;'$)*;)&33I'

:)$9#&#%&=(#%;6;#7(>),?#,'(>#?&'.*5'2"&1%2(2&"'C/#%'3E2::3'#1"'&P$&)2&1<&'#)&')&D52)&"I'

>#?&'.*5')&<)52%&"'%/&')2;/%'$&*$:&'()*+'C2%/21'#1"'*5%32"&'

.*5)'<2)<:&3I'K*'.*5'/#?&'#'C&::G3%)5<%5)&"'#1"'<*1%215*53'

%)#2121;'$)*;)#+I'!)&'C*)E&)3'C&::'<*+$&13#%&"I'!)&'%/&.'

(*<53&"'*1'%/&'$)*=&<%'#1"'C2::21;'%*'3&&'2%'%/)*5;/I'

+,)-#.&()>%#,'839(>#?&'.*5'<:&#):.'"&(21&"')*:&3'#1"')&3$*132-2:2%2&3'(*)'&?&).'

+&+-&)'*('%/&'$)*=&<%'%&#+I'K*&3'.*5)'*);#12S#%2*1#:'+*"&:'

35$$*)%'%/#%'#<<*51%#-2:2%.I'K*&3'&?&).*1&'E1*C'%/&2)')*:&I'

Q2::'&#</'$&)3*1'-&1&(2%'&D52%#-:.'()*+'%/&'$)*=&<%H3'35<<&33I'J3'

&?&).*1&'<*++2%%&"I'

:"#6,(43'3)%(6%7()2-#.&34#'(>#?&'.*5'3/#)&"'%/&'?232*1'C2%/'#::'$&*$:&'#1"';)*5$3'#((&<%&"'

-.'%/&'$)*=&<%I'!)&'%/&'*-=&<%2?&3'#:2;1&"'C2%/'*?&)#::';*#:3'*('

%/&';)*5$I'!)&'%/&'*-=&<%2?&3'#</2&?#-:&I'!)&'%/&';*#:3'

+&#35)#-:&I'K*'.*5'/#?&'/*1&3%'#1"'<*1%215*53'3#12%.'

</&<E3I'

@6,7(>),?3%;=(*).0'#7(>),?#,'(!)&'C*)E&)3'$&)3*1#::.'+*%2?#%&"'%*'"*'%/&'C*)EI'!)&'%/&.'

<*1<&1%)#%21;'*1'+&#35)#-:&'$)*"5<%3'*('%/&2)'C*)EI'K*&3'

&#</'+&+-&)'(&&:'$#)%'*C1&)3/2$'*('%/&'$)*=&<%I'K*&3'&#</'

21"2?2"5#:'3&&'%/&2)')*:&'#3'$#)%'*('#'%&#+'%/#%'C*)E3'C&::'

%*;&%/&)I'!)&'.*5'-52:"21;'<*1(2"&1<&'21'%/&'%&#+,'C2%/'#'

$)*$&)'$:#1'#1"'#%%#21#-:&';*#:3'#1"'+2:&3%*1&3I'

Page 13: Democracy at Work Institute · 2017. 10. 12. · Our organization provides education, training and technical assistance to existing and start-up cooperatively-structured enterprises

'

'

!"#$%&'%()**"$$+),%-''."/0&12"%3"2",'.4"5&%

6"5"/0,%6)17",15"$%+'/%()**"$$%! !""#$%&'($)&*'+$

, !""#$-"-."(+$/0)&(-"1$201$/03&43"1$

, 5'/41$+6(&07$-"-."($4"21"(+8/#$201$*&--/6-"06$

, 9"6$("24/+6/*$7&24+$201$2++'-#6/&0+$

, :&01'*6$.'+/0"++4/;"$-""6/07+$

, <&44&=$+&'01$.'+/0"++$#(2*6/*"+$

, 52+"$1"*/+/&0+$&0$-2(;"6$("+"2(*8$(268"($6820$

&#/0/&0+$

, :("26"$2$*&-#("8"0+/3"$.'+/0"++$#420$

, >+"$213/+&(+$201$*&--/66""+$"))"*6/3"4%$

, <&(7"$4/0;+$=/68$&68"($*&&#"(26/3"+$

, ?1"06/)%$201$-/0/-/@"$(/+;+$

, A2/062/0$8&0"+6B$&#"0$*&--'0/*26/&0+$

, ?03"+6$/0$-"-."(B$.&2(1$201$+62))$"1'*26/&0$

, C/("$*&-#"6"06$-2027"-"06$

, D2/+"$+'))/*/"06$*2#/624$

, E+62.4/+8$2$("24/+6/*$-2(;"6$"06(%$+6(26"7%$

, A2;"$+'("$%&'$823"$"0&'78$#(&1'*6$6&$+"44$6&$2$

42(7"$"0&'78$-2(;"6$6&$-2;"$-&0"%$

%

89"%./':"*&%$&0/&$%;1&9<%, F$*&-#"44/07$0""1$

, F$+6(&07$*82-#/&0$

, F$*4"2($3/+/&0$

, F$7&&1$.'+/0"++$/1"2$$

89"%+')5715=%>'0/7%90$<%, 5'+/0"++$2*'-"0$

, F$1/3"(+/6%$&)$+;/44+$

, ?06"7(/6%$

, ?06"("+6"1$/0$68"$-&+6$3/2.4"$.'+/0"++$#&++/.4"$

, :&--/6-"06$6&$68"$#(&G"*6$

, H8"$2./4/6%$6&$7&3"(0$68"$*&I&#$

?/':"*&%.,05515=%15*,)7"$<%, H8&(&'78$-2(;"6$'01"(+6201/07$

, C&0"+6$-2(;"6$("+"2(*8$

, E))"*6/3"$.'+/0"++$#420$

, J'"$1/4/7"0*"$

, EK/6$+6(26"7%$

, F$*&0+*/&'+$6(20+/6/&0$)(&-$1"3"4&#-"06$6&$&#"(26/&0

$

%

@')5715=%4"4>"/$%0/"<%, :&--/66"1$6&$68"$#(&G"*6$

, A&6/326"1$.%$2$*&--&0$3/+/&0$

, <4"K/.4"$68/0;"(+$$

@/'4%0%+1505*10,%."/$."*&12"A%&9"%

./':"*&%90$<%, F1"L'26"$*2#/624/@26/&0$

, E2(4%$-"-."($)/020*/24$*&--/6-"06$

, </020*/24$)"2+/./4/6%$

, F$*&--/6-"06$6&$'+"$-&0"%$=/+"4%$

, F1"L'26"$)/020*/24$("+&'(*"+$$

89"%./':"*&%90$<%, 96(&07$-2027"-"06$

, 5%42=+$6826$+#"44$/6$&'6$

, <&(6'/6&'+$6/-/07$

, F1"L'26"$8'-20$("+&'(*"+$

, H8"$2./4/6%$6&$4"2(0$)(&-$)2/4'("$

, F$*&--/6-"06$6&$*&06/0'&'+$*&--'0/*26/&0$

=/68$-"-."(+B$.&2(1B$-2027"-"06$201$

*&0+'46206+$

, F$*&--/6-"06$6&$"1'*26/&0$201$6(2/0/07$

, M'/*;$.'%I/0$201$68"$2./4/6%$6&$.'/41$&0$+'**"++$

, F$+;/44"1$*&I&#$1"3"4&#-"06$)2*/4/626&($$