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Case Study: Philippines. Recognising Green Skills for Environmental and Sustainable Development in Four Selected Industries

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• First Online: 05 August 2022

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• Elmer Talavera 6 , 7 , 8  

Part of the book series: Education for Sustainability ((EDFSU,volume 5))

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This chapter presents a study on the identification and recognition of knowledge, skills and competencies required to convert and maintain green enterprises in a Philippine context and in the light of Philippine policies, legislation and investments to stimulate the development of new green markets. It examines the use of ‘green’ practices in enterprises, the benefits and challenges in the application of such practices, the extent to which respondent micro, small and medium enterprises (MSMEs) have identified the green skills requirements and whether skills recognition mechanisms such as job cards or other portfolio systems have been put in place as part of recognition processes and workplace training programmes. This chapter begins by giving an overview of the Philippine economy and society and the role of MSMEs in four dynamically developing industry sectors namely, automotive, catering, PVC manufacturing and waste management. Given the environmental challenges and problems faced by enterprises in these sectors, the study looks at the extent to which the government’s green job policies, laws, qualifications framework, training regulations and standards address environmental challenges and problems faced by enterprises. The study thus examines connections between macro policies, rules, laws and regulations and micro-level application through practices and green skills and their recognition through recognition mechanisms.

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Environmental challenges

• Industries and services
• Green practices
• Green skills
• Workplace training

Assessment and certification

• Greening TVET

1 Introduction

A basic premise of the study is that if green skills and green practices are to be promoted and recognised, firms need to understand green skills requirements and the recognition of these skills as an important part of workplace training programmes. There is a lack of interest among micro, small, and medium enterprises (MSMEs) to recognise environmentally friendly practices. However, this could change with the Philippine government’s Green Jobs Act of 2016, which provides tax reduction and other incentives for MSMEs.

Thus, this paper will put an emphasis on the voices of employers, employees and enterprises that are largely absent from analysis and policy-making. It is important to know what workers in MSMEs think and are learning about green skills in their workplaces. Most notably, they reported that increasing changes around green skills are being implemented into both work roles but not equally in training.

The Technical Education and Skills Development Authority (TESDA) through its National Institute for Technical Education and Skills Development (NITESD) conducted the fieldwork for this study. The data considered stakeholder perspectives at all levels. The analysis will begin by studying the national government standpoint in addressing workplace environment-related issues in all sectors, and then move to obtaining insights on frameworks and standards established by government authorities in collaboration with industry associations or trade unions and other private sector agencies. Finally, it will look at green skills inclusion in recognition practices from the perspective of enterprises.

Rationale for conducting the empirical study in enterprises

While policies and environmental laws, as well as green standards, competences and qualifications have been developed, there is little information on whether they are implemented at the level of MSMEs or in promoting cleaner production processes in the workplace. In many MSMEs, workers involved in the everyday practice of production do not comply with new regulations and standards. However, the questions of compliance of environmentally friendly regulations should not only concern managers and executives, rather, compliance should concern each worker. Another neglected issue is non-formal education or workplace learning, which is believed to be the core element in meeting the training needs of workers. The training must be conducted on the job and in the working environment, adapting teaching methods to the learning abilities of workers, as well as addressing the issues of access and costs. The learning process must address the entire value chain to build an understanding of causalities, interdependencies and environmental impacts. Promoting green skills is not only about automation and Science, Technology, Engineering and Mathematics (STEM), but also about tracing compliance with environmental regulations at every step in the production process.

The socio-economic environment and the role of industry sectors

The 2019 International Monetary Fund (IMF) statistics ranked the Philippine economy as the 36th largest in the world (IMF 2019 ). The Philippines is considered one of the largest emerging markets and fastest-growing economies in Asia. The Philippine economy, which used to be agriculture-based, is transitioning to services and manufacturing. Its gross domestic product (GDP) based on purchasing power parity in 2016 was estimated at around US $304 billion. The primary exports include semiconductors and electronic products, transport equipment, garments, copper products, petroleum products, coconut oil and fruits. Major trading partners include the United States, Japan, the People’s Republic of China, Singapore, the Republic of Korea, the Netherlands, Germany and Thailand.

Box 11.1 The economic contributions of the industry and services sectors

Automotive industry

The Philippine automotive manufacturing industry (PAMI)—composed of two core sectors, namely manufacturing of parts and accessories for motor vehicles and the manufacturing of motor vehicles—is one of the major drivers of the Philippine industry, generating approximately P248.5 billion (US$5 billion) sales in 2013;

The industry roadmap has targeted 300,000 quality jobs by 2022;

The local vehicle manufacturing industry is expected to attract P27 billion (US$500 million) in fresh investments, manufacture 600,000 more vehicles and add P300 billion to the domestic economy (equivalent to 1.7% of GDP). This has the approval of the Comprehensive Automotive Resurgence Strategy (CARS) programme in 2016;

The comprehensive operation of the automotive industry extends to other complementary sectors such as textiles, glass, plastics, electronics, rubber, iron and steel. Hence, increasing PAMI’s productivity would likewise increase the economic activity of supporting industries, and the Philippine economy (Palaña 2014 ).

Catering services

As tourism serves as the main market for hotel and restaurant services, the increase in visitor traffic over the past 10 years resulted in a corresponding boom in the catering industry;

Catering services include hotels, motels, restaurants, fast food establishments and educational institutions that provide training and other types of organisations responsible for the promotion of hospitality services;

Businesses also purchase food, tools and supplies to help their establishments to generate revenue for supporting businesses;

The economy is stimulated by employing locals for jobs such as food preparation. In turn, these workers earn wages and become tax payers and contribute to economic growth;

The total income in 2012 by the road service (catering) industry reached P267.5 billion (about US$5 billion). More than half of the total income of the Philippines was earned by the National Capital Region (NCR) amounting to P151.6 billion (US$3 billion) (PSA 2012 ).

PVC manufacturing

Polyvinyl chloride (PVC) is a versatile thermoplastic material used in the production of hundreds of everyday consumer products. International and local investments have generated thousands of jobs for Filipinos since 2000.

The Philippine Resins Industries, Inc. (PRII) is embarking on a P1.68 billion (US$50 million) expansion of its polyvinyl chloride (PVC) manufacturing plant in Mariveles, Baatan (Ferriols 2001 ).

Waste management industry

The Philippine waste management sector, which has created many jobs, includes the following activities:

Water collection, treatment, and supply;

Waste removal and disposal services;

Formal recovery of recyclable;

Informal valorisation Footnote 1 of waste products; and

Sewage and remediation activities.

Output value of the different activities

Water collection, treatment and supply: PHP55.1 billion (about US$100 million) (91.1%);

Material recovery: PHP2.3 billion (about US$40 million) (3.8%);

Waste collection: PHP1.9 billion (about US$33 million) (3.1%);

Sewage and remediation activities and other waste management services: PHP0.8 billion (about US$15 million) (1.3%);

Waste treatment and disposal: PHP0.4 billion (about US$7.5 million) (0.6%) (PSA 2014 ).

Source: Authors

Formal sector enterprises

Data for formal sector establishments from the 2010 Annual Survey of Philippine Business and Industry (ASPBI) highlighted 148,266 formal sector establishments. In terms of employment, data collated by TESDA indicates that waste management had the highest employment figures at 47,176 people, followed by manufacturing at 41,528, automotive at 18,337 and catering at 7,479 people. However, many jobs are precarious or casual and operate on a contractual basis. Not all these jobs are salaried; often they are contractual (PSA 2010 ). Thus, despite considerable industrial development in the country, there are major income and growth disparities between the country's different regions and socio-economic classes. The challenges facing the government are high poverty incidence (33% of the population), increased unemployment rate (6.3% of the active population), and persistent inequality in wealth distribution (PSA 2014 ).

There are several challenges that come with greening the economy. Since 1990, the Philippines has seen significant growth in the services sector (55% of the labour force market), followed by agriculture (29%) and manufacturing/ industry (16%) (Central Intelligence Agency 2017 ). Thus, more green practices in the service sector are particularly important to address.

Challenges to achieving more inclusive growth remain. Even though the economy has grown and the unemployment rate has declined somewhat in recent years, it remains high at around 6.5%; underemployment is also high, ranging from 18 to 19% of the employed. At least 40% of the employed work in the informal sector (Central Intelligence Agency 2017 ). This means that most of the people working in the informal sector have achieved their skills through informal or non-formal education and training while on the job or outside the workplace.

Environmental challenges and national policy responses

The World Health Organization (WHO) reported that seven million people worldwide die annually from air pollution—over six million of them were recorded in Asia. Most of these cases are in the People’s Republic of China and India, but experts warned that the Philippines might not be far behind (Montano 2016 ). The Philippines is affected by the increasing density of air pollutants, particularly in cities caused by emissions from vehicles and factories; non-compliance of environmental standards; and incineration (Congress of the Philippines 1990 ). Incineration is defined as the burning of municipal, biomedical and hazardous wastes whose process emits toxic and poisonous fumes. Industry and enterprises are contributing greatly to these environmental hazards.

The increasing volume of household, commercial, institutional, and industrial wastes is an increasing concern. A single resident in Manila produces an average of 0.7 kg of waste a day, about 130% higher than the global average of 0.3 kg per person per day. According to the Department of Environment and Natural Resources (DENR), Metro Manila alone produced about 8,400 to 8,600 tonnes of trash per day in 2011. In addition, street sweeping, construction debris, agricultural waste and other non-hazardous/non-toxic waste products continued to pile up in many areas of the country. The lack of strict public compliance and enforcement powers of those in authority were identified as factors for improper waste management. Other salient issues related to the collection and segregation of solid wastes and monitoring of solid waste management.

Another pressing environmental challenge is the worldwide six-fold increase in consumer good production and subsequent increase in global waste generation by 900% since the 1990s according to the World Trade Organization (WTO). However, due to high costs, developed countries could only recycle 11% of their waste. Footnote 2 The rest were exported to developing countries like the Philippines, where environmental laws were weak and where these toxic and hazardous wastes were accepted as additional livelihood opportunities. In addition, the technological revolution has given rise to a new and growing form of toxic and hazardous waste, e-waste (waste electrical and electronic equipment or WEEE), a consequence of the prodigious growth in the number of computers, cell phones and electronic gadgets that started in the 1990s. The Philippines has continued to be one of the leading destinations for chemical products and toxic substances from developing countries and has become one of the leading importers of ‘persistent organic pollutants’ (POPs), which continually pollute agricultural lands and poison the rivers, lakes, and seas (Ilagan et al. 2015 ).

National policy responses to environmental challenge

The leading role of the government in terms of greening has been highlighted by researchers (e.g. Pavlova 2016 ). The Philippines is a good example. Several governmental policies address environmental challenges. The Philippines addressed its plans for a greener future in the 1990 Philippine Strategy for Sustainable Development (PSSD) supplemented in 2004 with the Enhanced Philippine agenda (EPA) 21. In the Philippine development plan (PDP) 2011–2016, the conservation, protection and rehabilitation of the environment and natural resources were highlighted (Baumgarten and Kunz 2016 ).

Administrative order No. 17 issued by the DENR in 2002 provides the national policy context for the analysis of skills for sustainability and the greening of the economy and society. A major authority for the implementation of environmental policies is the Environmental Management Bureau (EMB) (Department of Environment and Natural Resources 2002 ).

Box 11.2 Philippine environmental legislation

National laws were enacted in four broad areas.

Republic Act 6969—Toxic Substances and Hazardous and Nuclear Wastes Control Act of 1990 provides for a legal framework to control and manage the importation, manufacture, processing, distribution, use, transport, treatment and disposal of toxic substances and hazardous and nuclear wastes. The law prohibits, limits, and regulates the use, manufacture, import, export, transport, processing, storage, possession, and wholesale of priority chemicals that are determined to be regulated, phased-out, or banned because of the serious risks they pose to public health and the environment. The swelling issues of industrial waste, proliferation and waste dumping in the Philippines prompted the implementation of this Act (Congress of the Philippines 1990 ).

Republic Act 8749—Philippine Clean Air Act of 1999 provides a comprehensive air quality management policy and programme that aims to achieve and maintain cleaner air for all Filipinos. The law covers all potential sources of air pollution: (1) mobile sources such as motor vehicles; (2) point or stationary sources such as industrial plants; and (3) area sources such as wood or coal burning. Gas/diesel powered vehicles on the road will undergo emission testing, and violators will be subjected to penalties. The law also directs the complete phase-out of leaded gasoline; lowering the sulphur content of industrial and automotive diesel; and lowering aromatics and benzene in unleaded gasoline. All stationary sources must comply with the National Emission Standards for Source Air Pollutants (NESSAP) and National Ambient Air Quality Standards (NAAQS) and must secure their permission to operate, prior to operations (Congress of the Philippines, 1999 ).

Republic Act 9003–Ecological Solid Waste Management Act of 2000 provides for a legal framework for the country’s systematic, comprehensive, and ecological solid waste management programme that shall ensure the protection of public health and the environment. Under this law, there are several provisions to manage solid wastes (SW) in the country: (1) Mandatory segregation of SW to be conducted at the source; (2) Systematic collection and transport of wastes and proper protection of garbage collector’s health; (3) Establishment of reclamation programmes and buy-back centres for recyclable and toxic materials; (4) Promotion of eco-labelling and prohibition on non-environmentally acceptable products and packaging; and (5) Prohibition against the use of open dumps and establishment of controlled dumps and sanitary landfills, among others (Congress of the Philippines, 2001 ).

RA 9275–Philippine Clean Water Act of 2004 deals with poor water quality management in all surrounding bodies of water, pollution from land-based sources and ineffective enforcement of water quality standards. It also tackles improper collection, treatment, and disposal of domestic sewage, and wastewater charge systems (Congress of the Philippines, 2004 ).

Source: Authors’ compilation based on the Congress of the Philippines legal enactments

2 Terminology and Definitions

Republic Act (RA) 10,771, otherwise known as the Philippine Green Jobs Act of 2016, is the country’s legal mandate for promoting green economies amongst enterprises. The law also grants business incentives, such as special tax deductions from their taxable income and duty-free importation of capital equipment on top of the fiscal and non-fiscal incentives already provided for by existing laws, orders, rules and regulations of the government to encourage them to help generate and sustain ‘green jobs’ (Department of Labour and Employment 2017 ).

The law defines ‘green jobs’ as employment that contributes to preserving or restoring the quality of the environment, be it in the agriculture, industry or the services sector. ‘Green jobs’ shall produce ‘green goods and services’ that would benefit the environment or conserve natural resources. The Law envisions a ‘green economy’ which is low-carbon and resource-efficient, resulting in improved human well-being and social equity in the reduction of environmental risks and ecological scarcities.

The Philippine Development Plan (PDP) 2011–2016 (NEDA 2014 ) stipulated that green jobs can exist and flourish in all sectors. Green jobs can be found where there are measures taken to: (1) introduce low-carbon policies; (2) adapt to climate change; (3) reduce resource use and energy; and (4) protect biodiversity. The plan prioritised key areas identified as mainstream activities affected by climate change: agriculture, fisheries, forestry, energy, construction, transport (including automotive), manufacturing (including PVC production), services (including catering), tourism and waste management.

The pilot application of ‘Policy guidelines on the just transition towards environmentally sustainable economies and societies for all’ that is being conducted in three countries, including the Philippines, adopted by the ILO Governing Body in October 2015, enables the government, together with employers, workers, organizations and other stakeholders, to leverage the process of structural change towards a sustainable, low-carbon, climate-resilient economy to create decent jobs on a significant scale (ILO 2017 ).

The Philippines adopts the Cedefop notion of ‘green skills’ defined in terms of the technical skills, knowledge, values, and attitudes needed in the workforce to develop and support sustainable social, economic, and environmental outcomes in business, industry and the community.

Stakeholder involvement in green skills development in the Philippines

Several stakeholders are responsible for implementing the Green Jobs Law. Green jobs and green skills are being promoted through several departments: the Department of Labour and Employment (DOLE) for formulating the National Green Jobs Human Resource Development Plan (NGJHRDP) on the development, enhancement and utilisation of the labour force; the Department of Environment and Natural Resources (DENR) to establish and maintain a climate-change information management system and network; the National Economic and Development Authority (NEDA) for ensuring the mainstreaming of green jobs concerns in the development plans; the Department of Trade and Industry (DTI) for developing a special business facilitation programme for enterprises; the Department of Transportation and Communications (DOTC) to encourage more investments in public infrastructure and services that foster green growth; the Climate Change Commission (CCC) for developing and administering standards for the assessment and certification of green goods and services of enterprises; and the Department of Finance (DOF) to administer the grant of incentives to qualified enterprises. In relation to the education system, three entities are responsible for implementing respectively green standards, the green curriculum and green skills. These are the Department of Education (DepEd), the Commission on Higher Education (CHED) and TESDA. In addition, the Professional Regulation Commission (PRC) is responsible for facilitating the recognition of knowledge, skills and competency of professionals working in the green economy. The TESDA, the DOLE, and the Department of Science and Technology (DOST) will also analyse skills, training and retraining needs in relation to the use of green technology that has the potential to create new green occupations.

Meanwhile, the DTI, which has promoted the three-year Green Economic Development (ProGED) Project jointly with the GIZ of Germany since January 2013, aims to enhance the competitiveness of MSMEs by helping them adopt climate-smart and environmentally friendly strategies through a value chain approach (Silva 2016 ).

Challenges of greening TVET

TVET has been called upon to make a pivotal contribution to the national goals of inclusive growth, poverty reduction and greening of skills in the context of the Third cycle (2011–2016) of the National Technical Education and Skills Development Plan (NTESDP) anchored on the PDP. Under Strategic Direction 15, TVET needs to ‘develop and implement programmes intended for green jobs.’ This is pursued through the development of new training regulations (TRs) or amendment/ review of existing TRs for green jobs and sustainable development, including agro-forestry, developing the capacity of trainers and administrators to implement ‘green skills’ programmes and linking-up with local and international agencies in the design, implementation and monitoring of ‘green skills’ programmes. ( www.tesda.gov.ph ). TESDA is responsible for formulating the necessary TRs for the implementation of skills training, programme registration and assessment, and certification in support of the requirements for skilled manpower for the ‘green economy’ (Department of Labour and Employment 2017 ).

TVET plays a crucial role in enhancing workers’ productivity and employability and facilitates the active and meaningful participation of workers in the development process. The plan highlighted strategies that will address issues pertaining to innovation and the greening of skills. Most of all, TVET will be responsible for mitigating the effects of climate change in the world of work and workplaces. In this regard, TVET has the aims of (1) ‘greening’ existing jobs to meet the current demand for retrofitting and the retooling of the industry to ensure that existing industries continue to grow; and (2) training new workers with the appropriate green skills particularly for the renewable industries and emergent ‘green’ technology sectors. The challenge, therefore, is to strategise environmental education and skills development in anticipation of a green shift in the priority sectors that include agriculture, forestry, fishery, manufacturing (electronics and automotive) services, solid waste and waste water management, energy, transportation and construction (based on the draft NGJHRDP of DOLE 2017 ).

TVET has a big role to play to support the government policy of protecting and caring the environment. New competences need to be developed relevant to this concern. Going into ‘green jobs’ will require the retooling of skilled workers in sectors with high environmental impacts.

The status of the recognition of green skills

In the Philippines, recognition, validation and accreditation of learning outcomes and competencies of workers in enterprises (i.e. in non-formal learning) is one of the components of competency-based TVET and is part of the strategic directions of the National TESD Plan 2005–2009 (NTESDP) ( www.tesda.gov.ph ). As of December 2017, TESDA had 33 qualifications/TRs out of 2589 promulgated TRs covering environment-related knowledge, skills, and attitudes in the TRs and curricula. In catering services, automotive, PVC manufacturing and waste management sectors, 5S (sort, set in order, shine, standardise and sustain) and 3Rs (reduce, reuse, recycle) are included in the required knowledge and skills which were considered ‘green’. The 5S methodology is also a ‘must’ for all TVET trainers. TESDA likewise amended the TRs for automotive servicing NC III to include LPG conversion and repowering in the set of competences to promote cleaner emissions of vehicles. Ship’s catering takes precautions to prevent pollution in the marine environment by implementing waste management and disposal systems. See Table 11.1 for the list of TESDA TRs with a ‘green’ outlook related to the four industries.

TESDA also conducted a training programme in collaboration with the Department of Energy (DOE) to integrate the use of energy-efficient lighting in the TR for electrical installation and maintenance qualifications. All the qualifications with a green outlook have been accommodated in the Philippine Qualifications Framework (PQF). The Competency Standards are aligned with the PQF, a national policy describing the levels of educational qualifications and setting the standards for qualification outcomes. It is competency-based and labour market driven. It consists of eight levels of education and training that encourage lifelong learning to allow individuals to start at the level that suits them and then build-up their qualifications as their needs and interests develop and change over time ( www.gov.ph ). The Philippine TVET Qualification and Certification System (PTQCS), consistent with the PQF, has five different levels of complexity across the three different domains. The qualification levels under PTQCS start from NC I to Diploma.

Development of green qualifications

In accordance with international requirements, TESDA developed qualifications related to refrigeration and air-conditioning. This was done in partnership with DENR and practitioners as part of the national CFC phase-out plan and in accordance with the Montreal Protocol and the Clean Air Act. Through the TESDA training regulations (TRs) on the refrigeration and air-conditioning (RAC) sectors, competences for technicians are identified and addressed during training programmes on recovery, recycling, and retrofitting of RAC systems, which are major sources of ozone-depleting CFCs. In line with this, a code of practice (COP) for RAC was developed by the project with some funding from the World Bank and the Government of Sweden. The TRs promote safety parameters for workers, customers, tools/equipment, and most importantly environmental concerns.

The competency standards of the PQF follow the ILO Regional Model of Competency Standards (RMCS), which prescribes three types of competences, namely: (1) basic competences all workers in all sectors must possess; (2) common competences workers in a sector must possess; and (3) core competences workers in a qualification must possess. Environmental concerns/ concepts are integrated into the basic competences of the TRs. The three learning domains of the competency standards are aligned to the principles of lifelong learning: learning to live together, learning to be, learning to do, and learning to know, as well as to the twenty-first-century skills.

Inviting experts from industry to develop training regulations

TESDA invites experts from industry and/or industry associations who follow guidelines and procedures on how to align each unit of competency to the PQF descriptors. The TRs have four major parts: (1) description of the qualification and job title; (2) competency standards, including the basic, common and core competences; (3) training standards; and (4) national assessment and certification arrangements.

The competency-based TVET (CBT) system recognises various delivery modes in different learning settings – both on- and off-the-job – if CBT specified by the industry drives the training. TVET has developed three delivery modes: (1) Institution-based, which delivers training programmes in public and private TVET institutions, including regional, provincial, and specialised training centres; (2) Enterprise-based, which implements training programmes within enterprises/firms; and (3) Community-based, which delivers training programmes at the local/community level, mostly in partnership with LGUs and NGOs.

For every unit of competency that is completed by a learner during training, a certificate of training achievement is awarded, and after completing all the required units of competency, he/she is awarded with a Certificate of Training. The latter indicates the title of the course, the qualification level according to the PQF descriptors, and the units of competency that the learner has acquired. The attainment of each unit of competency is pre-conditioned on the attainment of specific learning outcomes as described in the competency standards. As a prerequisite for graduation, a learner undergoes the national competency assessment, and he/she is given a certificate of competency (COC) after satisfactorily demonstrating competence in a cluster of units of competency or a national certificate (NC) after satisfactorily demonstrating all units of competency comprising a qualification using the assessment criteria provided by the TR/CS computed by an accredited competency assessor.

Assessment and certification also include the recognition, validation, and accreditation of competences and learning and work experience. This system observes two major principles: (1) competency assessment to collect evidence relative to a unit or cluster of units of competency, and (2) RPL to give recognition to an individual’s skill, knowledge, and attitudes acquired through previous training, work, or life experiences.

3 Methodology of Primary Data Collection

The study adopts the overall methodology developed by the project for all participating jurisdictions and used the developed instruments such as survey/interview questions, the observation list and the list of generic green skills to collect data (see Chap. 1 ). This country study reflects results from 29 of 32 enterprises (targeting eight companies in each sector). The study was confined within the National Capital Region (NCR) or Metro Manila, given that in this area there were enterprises representing the four targeted industries (catering, automobile, PVC and waste management). Of the 29 respondent firms, seven were from the automotive industry, six from PVC manufacturing, eight from catering services and eight from waste management. Sixteen enterprises from the formal sector were interviewed and five from the informal sector. Given the limited size of the sample, the study does not pretend to generalise across the four industries. It is exploratory in nature and draws on preliminary insights into the recognition and development of greener skills in the identified industry sectors.

Box 11.3 General information on the enterprises

Enterprises in waste management undertook testing of used oil and waste products; microbiological and mechanical testing; verification and certification of public and private firms; and buying and selling recyclable materials such as plastics, meats and paper products.

Enterprises in automotive services and sales undertook servicing of new vehicles and restoration and sale of used vehicles.

Catering services included food delivery, fast food restaurants, stalls and eateries.

PVC enterprises included the sale and installation of plastic pipes and piping systems.

4 Results and Discussion

Educational attainment of the employees

Analysis of the educational attainment of 1,490 employees in the 29 firms showed that overall, the four industries displayed a very high level of education of personnel—81% of employees across all sectors had higher education, 9–10% had attained a secondary education and TVET qualification, and only 1% was below secondary. Enterprises in PVC manufacturing had 92% (454 out of 495) of their employees with a higher education qualification, followed by waste management, 78% (415 out of 529), automotive industry 76% (296 out of 391) and catering services, 55% (41 out of 75).

Environmentally friendly practices in the enterprises

On the question, ‘What environmentally friendly practices enterprises are followed?’ only 11 (42%) out of 26 respondent enterprises had ‘green jobs’ such as waste water management, renewable energy, energy saving and pollution minimisation. Waste management firms ranked the highest, with seven out of seven respondent enterprises attesting to having such ‘green jobs’, whereas only two of the four firms in PVC manufacturing claimed to have ‘green’ jobs and only one out of seven automotive enterprises had ‘green’ jobs. Only one out of the eight catering enterprises had ‘green jobs’. However, environmentally friendly practices were not only restricted to green jobs. This became clear when firms were asked about the various practices, illustrated in Table 11.2 , reflecting environmental sustainability at work in the four industries.

Promoting green practices

Respondents were asked to give their perceptions on how much importance they attached to the theme of green skills in their enterprises on a scale of 1 to 10, where 1 meant low consideration and 10 meant high consideration to these issues. Twenty-five out of 29 responses fell under the scale of 6–10. Four enterprises answered between scales 2–5. However, while high importance is placed on ‘green skills’, there is only a modest promotion of the required skills for the implementation of environment-friendly practices as illustrated in Table 11.3 . PVC enterprises employed the highest number of methods for promoting green skills.

Skill requirements for the implementation of environmentally friendly practices

Enterprises in the four industries described important green skills required for the daily operations undertaken by employees (Table 11.4 ).

How do the respondents acquire their skills?

The employees in the 29 firms across the four industries acquired their green skills in a variety of ways. Both the automotive and PVC manufacturing enterprises identified all the contexts of acquisition. In the catering services and waste management, employees acquired their skills predominantly through self-directed training (seven out of eight) and three out of five respectively (Table 11.5 ).

Benefits of practising green jobs and skills

On the question of whether including green skills in RVA mechanisms could be beneficial, responses from 25 firms showed that 36 per cent of respondents expected the recognition of green skills to be beneficial for enterprises. They said that it could improve productivity and make enterprises more competitive. On the other hand, 32 per cent of these enterprises expected green skills recognition to benefit the individual in strengthening confidence and motivation, and in promoting core generic skills, social inclusion, higher earnings and better career prospects. Another 32 per cent highlighted benefits for the country by recognising skills that are environmentally friendly.

The benefits of green practices and green skills were also confirmed by a 2012 survey conducted by the Employers Confederation of the Philippines (ECOP) in collaboration with ILO (ECOP & ILO, 2012 ) covering three areas (NCR, Cagayan De Oro, and Cebu) in the Philippines. Forty-three participants, representing enterprises from manufacturing, food and beverage, land development and real estate enumerated benefits at the level of enterprise, individuals and the nation (Table 11.6 ).

Reasons for not having ‘green’ jobs with ‘green’ practices

This study also examined the reasons for not adopting green practices. The background research by the ECOP and ILO ( 2012 ) pointed out the disadvantages of adopting green projects. They were:

Restrictive in terms of the permitted practices (38 per cent of survey respondents);

Threat of reducing the profit (25 per cent);

Causing job loss (13 per cent);

High start-up costs to implement initially (13 per cent);

Risk of business shut-downs (13 per cent).

The participants of that project further elaborated that, aside from financial considerations, there is also a lack of awareness and expertise in the Philippines on climate change, environmental issues and green jobs. Additional and appropriate financial and technical support is needed to shift towards green initiatives or launch environmentally friendly practices.

The current study revealed the following reasons why some enterprises did not have green jobs or green practices:

Lack of oversight due to sub-contracting especially in waste management and automotive, where a lot of jobs are outsourced to external contractors;

Lack of money to buy expensive equipment. This was mentioned by enterprises in the automotive and PVC manufacturing sectors;

Presence of policies (i.e. city ordinance) that prohibit the use of environmentally harmful materials, such as plastics, in the case of the catering sector.

Mechanisms for recognising skills, prior learning and work experience in the enterprises

Awareness of RVA frameworks

Very few firms (both employers and employees) said they were aware of the existence and use of RVA frameworks. Only two (1.67 per cent) of 120 respondents said they had heard of frameworks such as the Philippine Qualifications Framework, or other competency-based training frameworks or guidelines prepared by DENR. Only one (0.83 per cent) respondent was aware of a framework developed for human resource development.

Methods used to assess green skills

Only seven out of 30 total responses on methods used to assess green skills alluded to having a job-card system in which employees’ skills were documented. The identified green skills were in waste segregation and disposal, energy conservation, and knowledge of environmental laws such as the Clean Air Act and recycling, among others. In terms of the different sectors, six respondents highlighted the use of different methods, as illustrated in Table 11.7 .

The green skills that are not assessed include: the theoretical understanding of green practice; research and development; waste disposal and familiarity with hazardous waste products.

Enterprises did not have a systematic use of RVA mechanisms, in the absence of which, four respondents stated, the use of ad hoc examples such as ‘mentoring’, coaching and apprenticeships acted as approaches to RVA.

Vision for green skills recognition as part of workplace training

Most of the respondents in the four industry sectors talked about their enterprises’ increasing initiatives to implement ‘green’ training programmes for protecting the environment:

Box 11.4 Importance of green training programmes for protecting the environment

Automotive sector

Upgrading automotive technology to meet the demand for fuel efficiency and reduce emissions;

Providing green customer services;

Learning to use eco-friendly equipment and materials.

Important for recognising green skills;

Updating existing training manuals;

Waste management

Promoting sanitation standards;

Promoting the systematic collection of waste;

Promoting more programmes and incentives at the international level;

Promoting compliance with governmental efforts and standards (i.e. DENR and Laguna Lake Development Authority).

Prospects of staff training and RVA

In September 2017, the Implementing Rules and Regulations (IRR) for the Philippine Green Jobs Law was signed. Clearly, the potential for the inclusion of the green skills in RVA is great, not only at the macro level but also at the individual level. Enterprises made suggestions on the prospects of improving skills training and RVA as shown in Table 11.8 . Only 12 (41.38 per cent) out of 29 firms cited recommendations for the inclusion of green skills in RPL. All recommendations called for staff training programmes.

5 Conclusions and Recommendations

This chapter, based on research conducted by TESDA, has examined issues pertaining to skills recognition as a tool to improve the environmental and sustainable development in the four industry sectors, namely, automotive, catering services, PVC manufacturing, and waste management.

The Green Jobs Law of 2016 has been pivotal in the increase of green jobs and green practices in enterprises participating in this research. Most of the enterprises remarked on the absence of jobs specifically dealing with green practices before the promulgation of this law. Despite this, a huge majority of these firms observed several practices reflecting environmental sustainability in the workplace, such as waste segregation, waste management disposal, and compliance with environmental rules. The importance given to the topic of green skills and environmentally friendly practices is high, especially in the catering sector. However, the promotion of required skills for the implementation of environment-friendly practices is still modest and there is low utilisation of strategies such as the use of brochures and events, innovations, and incentives for cleaner products/ services and marketing.

Interestingly, employers perceived that the creation of green jobs would lead to improved competitiveness of workers, promotion of decent jobs, and additional employment. Some of them, however, cited disadvantages such as a reduction in profit, and increased costs related to the financial and technical support of green initiatives.

Assessment of RPL in some enterprises involves the verification of certificates. In other enterprises, documentation is undertaken with a job-card system while the certification of RPL is carried out by government agencies (e.g., some environmental authority), the mother company, or training institutions.

Employees’ green skills included technical, cognitive, intrapersonal and interpersonal skills. Employers appreciated the cognitive skills of their employees, the most prominent of which were environmental awareness and willingness to undertake green practices. However, both intra-personal and inter-personal competences registered low appreciation from the employees participating in the research.

The enterprises were not knowledgeable about the national RPL framework, and this was evident given the low utilisation of learning outcomes described in the Philippines Qualifications Framework, competency-based training, HRD frameworks and guidelines designed by the EMB-DENR.

A small number of these enterprises have mechanisms to recognise/assess existing green skills that employees acquire in the workplace, community, or through non-formal education and training programmes. There is no systematic use of RPL; rather, RPL is based on ad hoc examples such as mentoring, coaching and apprenticeship.

It was found that employers used simple methods of RPL assessment (i.e. self-evaluation and interview). Through such methods, employers noticed gaps and deficits in the green skills of workers. The areas where these gaps were most prominent were research and development, waste disposal and familiarity with hazardous waste products, among others.

Most workers acquired their skills non-formally or informally through self-directed learning or on the job or in-company training. Only a few workers had acquired their skills through initial and continuing vocational education and training.

Enterprises believed that green skills had a great potential if enterprises, associations and organizations would support their inclusion in RPL mechanisms. Green skills inclusion in RPL needs to be complemented by other elements such as awareness raising, efficient information dissemination, and technical and financial assistance. Such support activities must be implemented through governmental and societal support.

Factors, in order of prominence, contributing to the effective inclusion of green skills in RVA include: laws/ government policies; business opportunities; environmental and economic realities; support/funding/incentives from the government; international conventions; strong LGU enforcement. All these factors are predicated upon sustained information, education and communication (IEC) actions; advocacy; and social marketing.

The passage of the Green Jobs Law, which provides incentives and tax and duty-free importation of capital equipment, makes the potential for green skills inclusion in recognition in the Philippines realisable.

This study, which includes the participation of seven other Asian countries and one Asian territory, should provide valuable inputs in designing and implementing rules and regulations for the recently enacted Green Jobs Law in the Philippines. Specifically, the mechanisms in the identification of green jobs and the attendant green skills leading to the design of training and assessment and certification of programmes should investigate the different models, not only from the Philippines, but also from the international community.

International development organizations can strategically support the development and distribution of learning/ instructional materials – preferably with formats – that can be shared to facilitate massive and immediate learning to benefit the developing economies and the micro-enterprises of/ in the informal sector.

Individual, family, micro-, small-, and medium enterprises that extract valuable materials from the waste system and valorise them for own use, repair and sale, fabrication, or recycling.

The figure pertains only to the US because of unavailability of global data, and given that the US is the biggest producer of industrial waste, this figure is taken as some kind of watermark for all other industrialized countries for purposes of this study (see E. Stewards at http://e-stewards.org/learn-more/for-consumers/effects-of-e-waste/who-gets-stepped-on/ ).

Abbreviations

Reduce, Reuse, and Recycle

Sort, Set in order, Shine, Standardize, and Sustain

Association of Southeast Asian Nations

Annual Survey of Philippine Business and Industry

Board of Investment

Comprehensive Automotive Resurgence Strategy

Competency-based TVET

Centre Européen pour le Développement de la Formation Professionnelle

Commission on Higher Education

Compact Mobile Unit

Certificate of Competency

Code of Practice

Competency Standards

Department of Environment and Natural Resource

Department of Education

Department of Energy

Department of Labour and Employment

Department of Public Works and Highways

Department of Science and Technology

Department of Tourism

Department of Transportation and Communication

Department of Trade and Industry

Environmental Compliance Certificate

Employers Confederation of the Philippines

Environmental Management Bureau

Enhanced Philippine Agenda 21

Gross Domestic Product

Green Our DOLE Programme

Information, Education, and Communication

International Labour Organization

International Monetary Fund

Implementing Rules and Regulations

Information Technology

Local Government Unit

Laguna Lake Development Authority

Liquefied Petroleum Gas

Micro, Small, and Medium-Sized Enterprises

National Ambient Air Quality Standards

National Certificate

National Capital Region

National Economic and Development Authority

National Emission Standards for Source Air Pollutants

Non-governmental Organization

National Institute for Technical Education and Skills Development

National Technical Education and Skills Development Plan

Organization for Economic Co-operation and Development

Philippine Automotive Manufacturing Industry

Philippine Development Plan

Philippine Peso

Persistent Organic Pollutants

Philippine Qualifications Framework

Professional Regulation Commission

Philippine Resins Industries, Inc.

Promotion of Green Economic Development

Philippine Statistics Authority

Philippines Strategy for Sustainable Development

Philippine TVET Qualification and Certification System

Polyvinyl chloride

Refrigeration and Air Conditioning

Regional Model of Competency Standards

Recognition of Prior Learning

Recognition, Validation, and Accreditation

Solid Waste/s

Technical Education and Skills Development Authority

Toyota Motor Philippines

Training Regulations

Technical Vocational Education and Training

United Nations

United Nations Environment Programme

Waste Electrical and Electronic Equipment

World Health Organization

World Trade Organization

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ILO. 2012. Promoting decent work through integrating employment in industrial policies and sectoral strategies: Korea/ILO partnership program . Bangkok, ILO Regional Office for Asia and the Pacific. Available at: www.ilo.org/wcmsp5/groups/public/---asia/---ro-bangkok/---ilo-manila/documents/publication/wcms_179914.pdf [Accessed 24 June 2018].

ILO. 2017. Pilot application of policy guidelines on just transition towards environmentally sustainable economies and societies for all in the Philippines . Bangkok, ILO Regional Office for Asia and the Pacific. Available at: www.ilo.org/manila/projects/WCMS_522318/lang--en/index.htm [Accessed 24 June 2018].

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Montano, I. 2016. WHO: 6 million Asians die annually due to air pollution . CNN Philippines, 1 March 2016. Available at: http://cnnphilippines.com/news/2016/03/01/who-asians-air-pollution.html [Accessed 24 June 2018].

NEDA (National Economic and Development Authority). 2014. P hilippine development plan 2011–2016: midterm update with revalidated results matrices. Available at: http://extwprlegs1.fao.org/docs/pdf/phi140998.pdf [Accessed 24 June 2018].

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Palaña, A. V. 2014. Stronger auto industry to save PH $17B in 5 yrs . The Manila Times. Available at: www.manilatimes.net/stronger-auto-industry-save-ph-17b-5-yrs/135069/ [Accessed 24 June 2018].

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Talavera, E. (2022). Case Study: Philippines. Recognising Green Skills for Environmental and Sustainable Development in Four Selected Industries. In: Pavlova, M., Singh, M. (eds) Recognizing Green Skills Through Non-formal Learning. Education for Sustainability, vol 5. Springer, Singapore. https://doi.org/10.1007/978-981-19-2072-1_11

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3 case studies: How ready are Philippine schools for distance learning?

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Alejandro Edoria

As we approach school opening 2020, what is on everybody’s mind is how distance learning will be carried out in fact. 

Distance learning is completely new to all but a handful of private schools already attuned to online learning using the internet. Most schools and students, however, have connectivity and bandwidth limitations.  

Distance learning using school packets delivered and collected weekly will have to be the immediate solution because face-to-face contact carries with it the risk of spreading the coronavirus.  

The learning curve for distance learning will be steep.  

In development management, there is a principle of subsidiarity: Where a lower authority can handle a matter, a higher authority should not interfere. By driving authority as far down the decision-making chain as possible, this places decision-making closer to the people.  

In the case of education, this places decision-making at the level of the school.  

So, in this new normal, the drivers of distance education should not be the Department of Education (DepED) central office or the regions; rather, it should be the schools divisions and the schools themselves.  

Here are 3 cases to show how different levels are preparing for such.  

Bacjawan Sur ES (Concepcion, Iloilo)

In the 3rd class town of Concepcion, Iloilo, school principal Rogie Espulgar is working with his 14 teachers to figure out how to reorganize their small rural elementary school for distance learning this coming school year.

Bacjawan Sur Elementary School is located 3 kilometers from the town proper and is host to housing units of families displaced by Super Typhoon Yolanda (Haiyan) in November 2013. It has 330 pupils from kindergarten to Grade 6.   

Five modalities for meeting students have been identified:  

• Face-to-face (traditional, pre-Covid-19 modality)
• Online classes (using web-based and digitized lesson resources [LRs])
• Online-Offline modular (using web-based and digitized LRs )
• Offline modular (using digitized LRs)
• Modular (using printed LRs). 

With the DepED instruction of limited face-to-face contact, Principal Espulgar and his teachers have decided to meet their pupils in shifts.

Grades Kindergarten to Grade 2 will meet face-to-face . Kindergarten will meet daily for half the day, either in a morning or afternoon session. Grades 1 and 2 will be in shifts on alternate days (Monday, Wednesday, Friday or Tuesday, Thursday).   

Grades 3 to 6 will have a modified modular schedule with some face-to-face time . Grade 3 classes will do face-to-face on either Monday-Tuesday, Wednesday-Thursday, or Thursday-Friday (4 classes of 13 or 14 students per class). The other days will be modular with students working on learning assignments from home. A similar type of schedule will be worked out for Grades 4, 5, and 6.

Classes will be divided into groups with no more than 15 or 16 learners per group (Kindergarten is smaller at 10 per group).  This will allow for proper physical distancing when the kids meet face-to-face.

The total number of classrooms in the school are 13, but only 11 classrooms will be used; the other two classrooms will be utilized for online classes and as an isolation room in case of sickness.

“The world is rapidly changing,” said Principal Espulgar, “and along with it comes new innovations and technologies.

“Education has to evolve to keep pace.  The teacher’s role is not to be the sole provider of learning.  She has to be a guide, a motivator, and facilitator of learning…. Compassion, dedication, and commitment are no longer enough.  The modern-day teacher should also make herself (1) innovative, (2) tech-savvy, and (3) open to change,” he added.

How ready are the teachers?

Of the 14 teachers:

• 93% (13)  have smart phones
• 43% (6) have laptops or desktops
• 79% (11) have nternet connectivity
• 50% (7) have ICT gadgets and internet access sufficiency –
• 64% (9) have private space at home
• 29% (4) are able to do ICT troubleshooting with competence
• 79%-93% (11 to 13) are able to use web browser‘s, telecommunication platforms in messaging, social video platforms, video streaming platforms

To prepare for the new normal, the school went through the following types of training for the 14 teachers:

• Mental health and psychosocial debriefing seminar
• Walkthrough of the Minimum Education Learning Competencies (MELC) prescribed by DepED
• Basic and advanced computer software programs (depending on the level of experience of teachers)
• Different web-based platforms for communication, educational sites, learning approaches
• Orientation on the school’s learning continuity plan (LCP)

A physical facilities plan following health protocols was prepared in May to June. The single school entrance and exit for all 330 students plus faculty was modified and improved. More than half, or 9 of the 14 classrooms are considered makeshift classrooms .  Five of 14 classrooms are standard classrooms. One classroom (makeshift) has been set aside as an isolation room in case there are any health incidents. One standard is room is set aside for online classes.  There are 4 handwashing stations distributed in the center areas of the school.

In  July, before the start of classes, the teachers worked on the following:

• Learning resources plans
• School leadership expectations
• Parents participation and roles
• Community linkages
• School action plans
• The school risk management plan
• Health protocols and standards
• Enrollment guidelines

Navotas Schools Division (National Capital Region)

The Navotas Schools Division in Metro Manila is a small sized division of 24 schools of which 7 are high schools.  It is a highly urbanized, heavily populated schools division. 

“The schools in the division will use a modified modular distance learning approach,” schools division head Alejandro Ibanez explained.

“Individualized instruction will allow learners to use self-learning modules in print and digital form. Teachers will use Messenger chat or text messaging to communicate with and monitor students’ progress,” he added.

The schools division has designed a NAVOSchool in-a-box kit for every pupil and student in the division funded by DepED and the city government. 

At the kindergarten level, each child will receive a plastic bin loaded with learning packets, story books, donated school supplies, a hygiene kits and a toy from a partner. The kit also includes a Parent’s guide that covers home learning activities and a guide to organizing the study environment at home.  

Similar kits will be given by the division to students of all grade levels. The learning resource packets will include textbooks and self-learning modules by DepED, modules/materials prepared by the division office and schools, workbooks prepared by teachers, lesson guides for parents and guardians, school supplies, a dictionary, and a hygiene kit.

There is a project in the Division called Project PANATA (PAtnubay kay NApay at TAtay) which is a virtual training using Messenger and Google Meet intended for parents.  

Since the program will be largely packet-based given the connectivity difficulties, the process flow of the school-based modular distance learning is a weekly or biweekly cycle of packet distribution and collection throughout the school year for as long as face-to-face learning is disrupted.

To help students who might fall behind, a “Tutor A Learning Child” program is being organized with para-teacher tutor volunteers being recruited. The Navotas National HS has began recruiting young alumni at the university level to volunteer to work with students in difficult circumstances.  

5 operational stages

Stage 1:  Planning (Identify MELCs for module development by Education Supervisors and teachers).

Stage 2:   Development (by development teams) of learning materials with orientation sessions to provide a standards template.  

Stage 3:   Quality Assurance (QA team in coordination with learning area supervisors)

Stage 4:  Production and reproduction (procurement of teaching/learning resources through the Local School Board using the SEF [Special Education Fund] and the school MOOE [Maintenance and Other Operating Expenses]).

Stage 5:  Distribution of kits and packets

Teachers prepare learning materials, weekly study guides, and other tools which will be distributed in one of three ways:  Pick up from school, Hatid-Aral delivery to homes, or through distribution to barangay or community learning centers.

Taytay Senior High School, Rizal

Recently an ad was flashed on FaceBook that reads: “Do you have a bicycle or motorbike? Do you have an internet connection? Do you own a sari-sari store? Or do you love teaching? Why not be a volunteer of Taytay Senior High School?”

Four modes of voluntarism were spelled out:

• Learning Resource Mover (LR Mover) – Volunteer riders’ or bicycling group who will help deliver learning resources to homes or community kiosks of learners.
• Connect-a-Learner – Volunteer households who will provide learning space in their homes for internet access in their neighborhood.
• Learning Resources Pasabay/Kiosks – Sari-sari store and/or landmarks owners in far-flung communities to serve as pick-up centers for learning resources.
• Community-based Tutorial – Volunteers who will be tutoring learners within his/her community.

As shown in the above cases, DepED schools and divisions have worked hard to design a system to address the new normal of distance learning.  The challenge: Moving from simulation to full implementation where large numbers weekly will put stress on the system.  

How will the system address backlogs, shortages, and bottlenecks in real time?  How will the system address slow learners, learners falling behind or even learners becoming absent and dropping out?   

There will be two things to look at immediately: System efficiency and system effectiveness.

System efficiency

How well do the different parts interact and deliver as planned? What will stress the system is when week-in-and-week-out packets are going back and forth.   If families or teachers fall behind, what kind of support can help them catch up?  If a teacher cannot cope with the demands of distance learning, is there a system for substitution or support?  How do you keep the education materials production flowing efficiently and within budget?

System effectiveness

How do you ensure that learning is actually happening?  For Grades 1 and 2, this would be the 3 Rs (Reading, Writing, and Arithmetic or Literacy and Numeracy). For other grade levels, it is reading and learning at Grade level indicators.  

How do you pick up slow learners or learners with specific difficulties? Recognizing learning difficulties from a distance will be a challenge. Divisions and schools will be totally consumed with implementation issues when the school year starts with distance learning as the new normal.  They might miss many concerns. This is where the regional office comes in:  Quality Assurance, oversight (ensuring that schools and divisions are not overlooking processes or taking shortcuts), and monitoring and evaluation.

The regional office should be doing random testing of students to check effectiveness of the distance education modality and study the efficiencies of this new modality.  

The new normal must be matched by a new imagination about education.

In a recent meeting discussing the education budgets, former DepED Undersecretary for Finance Rey Laguda said: “It’s not enough to just plan for the future based on what we need today.  We need to imagine what an education future will look like.  Because we’ve never had to address something like distance learning at scale before, we need to let our imaginations help draw a picture of what that might be.”

We need to think of new approaches to on how our schools will operate in this new normal, from Imagination (What are the best ways to deliver distance learning?) to a theory of learning about distance learning. Plans can then be drawn up for delivery with scale done.  Once the school year has started, periodic and robust monitoring and evaluation will help us answer the most important question of all:  Are our children learning in this new normal?

Experimentation with distance learning will have to be led by schools and teachers who are closest to students at home. The degree of innovation at this level is a good indication of an education system that is slowly maturing. – Rappler.com

Juan Miguel Luz is former Head, Zuellig School of Development Management at the Asian Institute of Management.  Former Undersecretary, Department of Education. 

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Top 40 Most Popular Case Studies of 2021

Two cases about Hertz claimed top spots in 2021's Top 40 Most Popular Case Studies

Two cases on the uses of debt and equity at Hertz claimed top spots in the CRDT’s (Case Research and Development Team) 2021 top 40 review of cases.

Hertz (A) took the top spot. The case details the financial structure of the rental car company through the end of 2019. Hertz (B), which ranked third in CRDT’s list, describes the company’s struggles during the early part of the COVID pandemic and its eventual need to enter Chapter 11 bankruptcy. 

The success of the Hertz cases was unprecedented for the top 40 list. Usually, cases take a number of years to gain popularity, but the Hertz cases claimed top spots in their first year of release. Hertz (A) also became the first ‘cooked’ case to top the annual review, as all of the other winners had been web-based ‘raw’ cases.

Besides introducing students to the complicated financing required to maintain an enormous fleet of cars, the Hertz cases also expanded the diversity of case protagonists. Kathyrn Marinello was the CEO of Hertz during this period and the CFO, Jamere Jackson is black.

Sandwiched between the two Hertz cases, Coffee 2016, a perennial best seller, finished second. “Glory, Glory, Man United!” a case about an English football team’s IPO made a surprise move to number four.  Cases on search fund boards, the future of malls,  Norway’s Sovereign Wealth fund, Prodigy Finance, the Mayo Clinic, and Cadbury rounded out the top ten.

Other year-end data for 2021 showed:

• Online “raw” case usage remained steady as compared to 2020 with over 35K users from 170 countries and all 50 U.S. states interacting with 196 cases.
• Fifty four percent of raw case users came from outside the U.S..
• The Yale School of Management (SOM) case study directory pages received over 160K page views from 177 countries with approximately a third originating in India followed by the U.S. and the Philippines.
• Twenty-six of the cases in the list are raw cases.
• A third of the cases feature a woman protagonist.
• Orders for Yale SOM case studies increased by almost 50% compared to 2020.
• The top 40 cases were supervised by 19 different Yale SOM faculty members, several supervising multiple cases.

CRDT compiled the Top 40 list by combining data from its case store, Google Analytics, and other measures of interest and adoption.

All of this year’s Top 40 cases are available for purchase from the Yale Management Media store .

And the Top 40 cases studies of 2021 are:

1.   Hertz Global Holdings (A): Uses of Debt and Equity

2.   Coffee 2016

3.   Hertz Global Holdings (B): Uses of Debt and Equity 2020

4.   Glory, Glory Man United!

5.   Search Fund Company Boards: How CEOs Can Build Boards to Help Them Thrive

6.   The Future of Malls: Was Decline Inevitable?

7.   Strategy for Norway's Pension Fund Global

8.   Prodigy Finance

9.   Design at Mayo

10. Cadbury

11. City Hospital Emergency Room

13. Volkswagen

14. Marina Bay Sands

15. Shake Shack IPO

16. Mastercard

17. Netflix

18. Ant Financial

19. AXA: Creating the New CR Metrics

20. IBM Corporate Service Corps

21. Business Leadership in South Africa's 1994 Reforms

22. Alternative Meat Industry

23. Children's Premier

24. Khalil Tawil and Umi (A)

25. Palm Oil 2016

26. Teach For All: Designing a Global Network

27. What's Next? Search Fund Entrepreneurs Reflect on Life After Exit

28. Searching for a Search Fund Structure: A Student Takes a Tour of Various Options

30. Project Sammaan

31. Commonfund ESG

32. Polaroid

33. Connecticut Green Bank 2018: After the Raid

34. FieldFresh Foods

35. The Alibaba Group

36. 360 State Street: Real Options

37. Herman Miller

38. AgBiome

39. Nathan Cummings Foundation

40. Toyota 2010

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Case Study: Historic Town Of Vigan (Philippines)

• Toolkit About the Sustainable Tourism Toolkit How to use this guide? Our Objective Resource Library
• Guides Strategic foundations Guide 1: Understanding Guide 2: Strategy Guide 3: Governance Guide 4: Engagement Core Delivery Guide 5: Communication Guide 6: Infrastructure Guide 7: Value Guide 8: Behaviour Guide 9: Investment Guide 10: Monitoring
• Case Studies Guide 1: Historic Town of Vigan Guide 2: Angkor Guide 2: Ichkeul National Park Guide 3: Melaka and George Town Guide 4: Avebury Guide 4: Old and New Towns of Edinburgh Guide 4: Great Barrier Reef Guide 4: Røros mining town and the circumference Guide 5: Røros Mining Town and the Circumference Guide 6: Cornwall and West Devon Mining Landscape (United Kingdom) Guide 7: Røros Mining Town and the Circumference Guide 8: Wadi Al-Hitan Guide 9: Land of Frankincense

Baseline situation

Vigan is an exceptionally intact and well-preserved example of a European trading town in East and South-East Asia. The architecture of the city reflects its historic roots and rich culture in both materials and design, fusing Asian building design and construction with European colonial architecture and planning.

However, prior to its inscription to the World Heritage List (1999), the Outstanding Universal Value (OUV) of the site was in serious danger. Only four years before, in 1995, there was a legacy of political instability, private armies and political violence, out-migration of businesses, and decay of the historic district. Traditional industries were also in decline, the public market was destroyed by fire, and there were barely enough resources to pay the salaries of public officials.

What did they do?

Local government and stakeholders developed a clear vision and action plan based on their application for World Heritage status and conservation as a tool for development. The plan had four key objectives.

Strategic priorities

• Strengthen the sense of identity and pride of the citizens in their historic city – grow their confidence and knowledge.
• Embed the approach into long-term policy and management of the city – so short-term political changes do not disrupt the momentum.
• Forge local and international linkages – learning from other historic cities and securing support for progressive changes from the Spanish government for the master planning process, as well as working with local universities to tap into extra resources and research capacity. These partnerships help deliver where resources are limited.
• Develop Vigan as a tourism destination that enriches and conserves the people’s core values and traditions, as well as sustaining their livelihoods.

What worked?

The city invested in a programme of research and education across the city . This focused on the city’s history, traditions, arts, culture, and industries through brochures, e-books, films, newsletters, coffee table books, postage stamps, children’s textbooks about the city, a website for local people and visitors, and support for community organizations. Residents and property owners were given conservation guidelines (in a manual published every year) that set out the appropriate uses of ancestral houses and other built structures. Street signs in the historic quarter are now made from local clay, enhancing the local distinctiveness; properties and the public realm were restored; and administration set aside 1% of budget for arts, culture and tourism investment.

There was a focus on community needs as a priority – this included measures to provide clean water to villages, solid waste systems, focus on health and sanitation, and developing roads to villages so that they could be accessible for tourism and other economic activities. Conservation craftspeople were trained and accredited, traditional industries, such as jar-making and weaving, were also incorporated into the school curriculum.

A cultural mapping analysis study was carried out with the University of Santo Thomas to guide conservation efforts, and also to identify gaps in the offer for tourists. This led to identification of need for new products and experiences such as a river cruise, children’s museum, conservation complex (housing a training centre, conservation laboratory, research library, conservation materials depot, product development centre, and accommodation), and rural theme park to showcase Ilocano culture. The mappings also highlighted the need to find better ways to enable visitors to experience and understand the city’s heritage. The city created six festivals to enhance the visitor experience and benefit local people, and the local government created an environment in which the private sector could thrive and develop a range of other attractions and services.

What was tough?

Measures to protect the historic quarter were not always popular with the property owners of residents – passing of local conservation laws that defined the boundaries of the protected historic areas, specifying the core and buffer zones. A Conservation Council was created to streamline building permits in the historic district – restrictions of how people manage/use properties were initially unpopular.

How did they get buy-in?

It was key to focus on the things people needed most as priorities – better roads, clean water, waste systems, business opportunities, and better education. It was also important to marry the needs of the community (particularly of the poorest members of the community) with developing the infrastructure to enable tourism development. 

What are the results?

• Vigan is now a bustling city with a growing economy.
• Visitor numbers have climbed from 76,000 in 2009 to 335,000 in 2012.
• The poverty rate has fallen from 45.5% in 1995 to 9% in 2013.
• The city finances have recovered and now stand at 292 million Pesos (up from 27 million in 1995).
• Health and education rates have improved markedly.
• The heritage-led regeneration strategy has enabled the city to invest in a range of other facilities for the people of the city, including two new public high schools and one elementary school; a new public market; a slaughterhouse; a new beach resort; internet access for many people across the city; recycling facilities for solid waste, paper and plastic; a TV network for the city; training programmes for more than 5,000 artisans; and a poverty relief programme.
• Conservation challenges remain as a changing and economically thriving city creates tensions about the uses of old properties and spaces – some properties remain in a state of disrepair and increase in traffic creates problems.
• Vigan campaigned for and was reinstated as a city in 2001.
• It was also recognized by UNESCO for Best Practice in World Heritage site management in 2012.

What lessons can others take from this?

Vigan has been transformed through a process of understanding its heritage tourism potential , developing an action plan, and by the delivery of that action plan through good governance that has delivered on people’s everyday needs and aspirations, while also taking seriously the need for robust conservation of the historic fabric.

To learn more, visit Vigan City's official website or the UNESCO World Heritage website for details on their Best Practice recognition .

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Presentation.

In the six years of the Duterte regime, a total of 442 politically-motivated EJKs happened under Duterte’s watch. This means that there is at least one victim of EJK per week in the six years of Duterte. The killings can be disaggregated as follows: 130 EJKs happened in Luzon; 119 happened in Visayas; and 193 happened in Mindanao.

In terms of organizational affiliation, a disproportionate number of victims were members of peasant organizations, often affiliated with the Kilusang Magbubukid ng Pilipinas (KMP). Among these victims were farm workers under the National Federation of Sugar Workers (NFSW), as well as church workers who were assisting farmers’ organizations in their advocacies, such as Fr. Marcelito “Tito” Paez of the Rural Missionaries of the Philippines (RMP). Other church workers and religious were among those murdered throughout the five years.

Similar to the observation made by former United Nations Rapporteur on Extrajudicial, Summary or Arbitrary Executions Philip Alston in 2006, the modus operandi of the killings under the Duterte administration also involved motorcycle-riding assassins, often wearing bonnets to conceal their identities.

Assailants sometimes used unmarked motorcycles and passed off their activities as isolated cases of common crimes. Nevertheless, the pattern in the killings is clear, and the targets are often activists, members or leaders of activist, progressive or mass organizations, trade unions, workers’ or peasant associations, women’s or youth groups, or cultural/artistic activist groups.

Only months into the pandemic, activists and organization leaders who were already victims of red-tagging and state intimidation prior the public health emergency such as Carlito Badion of urban poor group Kadamay, Randall Echanis of the KMP and Anakpawis Partylist, as well as Zara Alvarez, a human rights worker in Panay were soon assassinated.

Randall “Ka Randy” Echanis

Zara alvarez, dandy miguel, the southern tagalog 9, abner esto, edward esto, melvin dasigao, mark lee bacasno, ana lemita-evangelista, ariel evangelista, puroy dela cruz, randy dela cruz, emmanuel ‘manny’ asuncion, trumped-up charges, nimfa lanzanas, dr. natividad castro, balingasag 7, teresita naul.

At the outset, these cases were already questionable for the following reasons:

• Non-Compliance of the Due Process. Naul was not officially and personally furnished copies of the Complaints as required by the rules. They were only able to know about these cases through the Karapatan – Caraga Chapter. Moreover, Naul was not named in the Complaint, and yet was subpoenaed by the Prosecutor.
• Wanting of factual basis in finding probable cause against the Accused. The complaints failed to establish the positive identities of Naul as being one of the perpetrators of crimes committed on December 19, 2018 at 3:00 in the morning, much less her slightest participation in therein.
• Physical Impossibility for Naul to be in two places at the same time. Naul submitted, along with her counter-affidavit, proof of her respective activities and location at the time of commission of the crime. Accordingly to the records, on December 19, 2018, Naul was brought to St Ignatius Hospital in Cagayan de Oro City to undergo laboratory examination to determine the causes of her bronchitis and asthma which she was experiencing in the days prior. Then on December 20, 2018, Naul was then brought to Polymedic General Hospital for further check-up. Yet the documentary evidence consisting of hospital records and other certifications were simply brushed aside by the prosecution.
• Wrong offense charged. Both complaints allege Naul and all the other Accused as members of the New Peoples’ Army – an armed rebel group associated with the Communist Party of the Philippines – and they allegedly committed the crimes of Arson, Kidnapping and Robbery on December 19, 2018 as such. Under Philippine case law, the acts or offenses committed by rebels are stripped of their “common” complexion and thus acquires the political character of the crime of Rebellion. Thus, the crime charged should have been only Rebellion and not the ordinary and separate crimes of Arson, Kidnapping and Robbery. The correctness of the crime allege would significantly change the nature and essence of the case(s).
• Falsus in Onus, Falsus in Omnibus. The complainants in these cases, who were members of the Philippine National Police and its auxiliary groups swore to tell the truth in stating their allegations and filing their complaints. One of their allegations included naming one human rights lawyer, Atty. Jose Begil and Vicente Libona as part of the raiding team on the eve of December 19, 2018.

In his counter-affidavit, Atty. Begil showed proof that he is a member of the Philippine Bar in good standing and that he is regularly appearing before the courts of law in Agusan and Surigao provinces, such that he could not have been one of the perpetrators of the crimes committed on December 19, 2018.

Libona, for his part, showed proof that he has been languishing in jail at the Misamis Oriental Provincial Jail for over ten (10) years now, and that there could have been no way for him to get out of prison only to commit another crime(s), much more in that part of Agusan del Sur, more than a hundred kilometers outside Misamis Oriental.

For these reasons, Atty. Begil and Libona were dismissed from the charges, along with eight (8) others.

This as a flaw in the complaints which thus presents a ground for their quashal as a falsity in one allegation makes everything else a falsity. The truthfulness of statements made by the complainants in their Judicial Affidavits of Complaint is debunked and discredited, thus raising serious doubts as to the certainty in their identification of the accused as perpetrators of the crimes alleged to have been committed. Hence, the complaints should be forthright dismissed.

After almost two years in detention, these cases against Naul and 16 others from Northern Mindanao Region were dismissed, for which reason Naul was released to freedom.

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Case Studies - Canon Philippines

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Toyota Pasong Tamo, Bonifacio Global City, and Angeles, Pampanga

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