Department of Finance

BUREAU OF LOCAL GOVERNMENT

FINANCE

LGU PFM2 PROGRESS REPORT

May 2013 To June 2015

SUPPORT TO THE LOCAL GOVERNMENT UNITS FOR MORE EFFECTIVE AND ACCOUNTABLE PUBLIC
FINANCIAL MANAGEMENT (LGU PFM 2 PROJECT)

This project is funded by the European Union and implemented

by the Government of the Philippines
What has been accomplished to date?
ACTIVITIES SPECIFIC ACTUAL DATE TARGET DATE
OPE1/OPE2 ACCOMPLISHMENT COMPLETED OF
COMPLETION
1. Enhance LGFMS • Technical Editing December 2013 May 2016
& Manuals on Completed
LGFPMS & SRE
Regional
Analysis

2. Enhance LGU • Consultation 8 November 2013 June 2016

Income Re- Workshop with
classification stakeholders
System conducted
• Draft bill has been September 2014
presented to the DOF
• Draft bill has been
filed to the Senate 23 February 2015
under Senate Bill No.
2664
What has been accomplished to date?
ACTIVITIES SPECIFIC ACTUAL DATE TARGET DATE
OPE1/OPE2 ACCOMPLISHMENT COMPLETED OF
COMPLETION
Con’t.
• Draft bill has been 8 April 2015 June 2016
filed to the House
under House Bill No.
5656

3. Updated Local • On-going review of April-June 2014 June 2016

Treasury the LTOM by the
Operations NKE
Manual (LTOM) • LTOM Review by the 22-24 Oct 2014
BLGF TWG
• Series of Meetings to 27-29 May 2015
review the LTOM by
the BLGF-LTOM-
TWG
• Meeting to Review 22-26June 2015
the LTOM
What has been accomplished to date?
ACTIVITIES SPECIFIC ACTUAL DATE TARGET DATE
OPE1/OPE2 ACCOMPLISHMENT COMPLETED OF
COMPLETION
4. Enhance Manual • Consensus building April 2014 October 2015
on Evaluation of workshop
Local Treasury • Writeshop of the MELTO August 2014
Operations of • Briefing on the 4-6 December
LGUs (MELTO) Operational Policies and 2014
the Adoption of the
MELTO
• Finalization of the MELTO 11-12 May 2015
• Training Of Trainors on 3-5 June 2015
the use of the MELTO
• Seminar Workshop on the
Use of MELTO:
• Prov’l. Treas. & 1 staff –
Regions 7,8,9 & 10
Regions 11,12 & 8-10 June 2015
CARAGA 10-12 June 2015
Regions 1,2,3 & CAR
Regions 4a,4b,5 & 6 15-17 June 2015
17-19 June 2015
What has been accomplished to date?
ACTIVITIES SPECIFIC ACTUAL DATE TARGET DATE
OPE1/OPE2 ACCOMPLISHMENT COMPLETED OF
COMPLETION
5. Revise • Consensus building February 2014 October 2015
Assessment workshop
Examination/ • Revise Manual June 2014
Evaluation and Drafted
Monitoring • On-going review of July 2014
Manual the AEEMM
(AEEMMM) for • Consultation 25-28 November
workshop on the 2014
Non-
AEEMM for non-
Computerized
computerized LGUs
LGUs for finalization
• Pilot testing of the Continuing
AEEMM (non-
computerized LGUs)
nationwide thru
BLGF Regional
Offices
What has been accomplished to date?
ACTIVITIES SPECIFIC ACTUAL DATE TARGET DATE
OPE1/OPE2 ACCOMPLISHMENT COMPLETED OF
COMPLETION
6. Develop • Presentation of initial July 2014 October 2015
AEEMM for outputs by the NKE
computerized • Consultation workshop 25-28 November
LGUs on the AEEMM for 2014
computerized LGUs
• Pilot testing of AEEMM
in Pasay City and 9-13 February
Agusan del Sur 2015
Province &
23-27 February
2015
What has been accomplished to date?
ACTIVITIES SPECIFIC ACTUAL DATE TARGET DATE
OPE1/OPE2 ACCOMPLISHMENT COMPLETED OF
COMPLETION
7. Develop Public • Detailed Review of 20-21 October June 2015
Financial four (4) PFM Manuals 2014
Management • Finalized three (3) June 2015
(PFM) Manuals PFMs ready for
printing

8. Enhance e-SRE • Pilot Testing June 2013 June 2015

System • Training of Trainors July 2013
conducted
• 11 Clusters training July 2013 – April
completed covering 2014
224 provinces and
cities
• Consultative meeting January 2014
with the BLGF mgmt.
re revision of SRE
Manual.
What has been accomplished to date?
ACTIVITIES SPECIFIC ACTUAL DATE TARGET DATE
OPE1/OPE2 ACCOMPLISHMENT COMPLETED OF
COMPLETION

8. Cont. Of Enhance • Training Workshop on 27-28 Feb. 2014 June 2015

e-SRE System eSRE Technical
Training Plan for BLGF
Technical Resources
• Expert Panel Review of 20-23 June, 2014
the Draft SRE Manual
• Review and finalize the 16 February 2015
updated SRE Manual
• Pilot testing of
27-28 April 2015
Revenue and Cash
Flow Forecasting
Template
• Issuance of
Department Order No. 28 May 2015
059-2015 dated May
28, 2015
What has been accomplished to date?
ACTIVITIES SPECIFIC ACTUAL DATE TARGET DATE
OPE1/OPE2 ACCOMPLISHMENT COMPLETED OF
COMPLETION
9. eSRE Based • Consultative workshop with November 2013 June 2016
Treasurer’s stakeholders
Performance Rating • Draft Performance February 2014
Standards exposed to the
Regional Directors for
further enhancement
• Simulation workshop of May 2014
Performance standards to
BLGF Regional Staff
• Roll out of the Performance
Standards to the June 2014
Province/City Treasurers of
Visayas and Mindanao areas
• Roll out of the Performance
Standards to the August 2014
Province/City Treasurers of
NCR and Luzon areas
• Issuance of Department
Order No. 006-2015 dated 20 January 2015
20 January 2015
What has been accomplished to date?
ACTIVITIES SPECIFIC ACTUAL DATE TARGET DATE
OPE1/OPE2 ACCOMPLISHMENT COMPLETED OF
COMPLETION
10. Conduct PFM • Attended workshop August 2014 May 2016
Competency on the capacity
Analysis for DOF development
& BLGF Policy programs
Units • Attended series of October-
workshops on December 2014
Foundation Courses
Scheduled in 2015

11. Interrelated • Attended April 2014

Activities: Consultation
• LGU Policy Workshops
Agenda and
Action Plan
(LGU PFM
Roadmap
What are the remaining project activities in
the pipeline?
ACTIVITIES TARGET DATE OF
OPE3 (July 2015 to June 2016) COMPLETION

1. Examination of local treasurers June 2016

2. Enhancement of Resource Mobilization

Manual

3. Financial Monitoring System

Other BLGF Project Engagement
BLGF-Local Government
Revenue Generation and
Land Administration
Reforms Project (REGALA)
Accomplishment
 Major Activities and Outputs REGALA
Project
Proposed Outputs
Upscaling of parcel based land
1 information initiatives in mature
LGUs & adoption by new LGUs
Revised SMVs adopted,
2 implemented, general revision (GR)
conducted
Revised CLUPs/CDPs, DRRM /CCA
3 Plans, Draft Terms of Reference for
the Master Plan on Preferred Urban
Forms;
Land tenure improvement
4 -
Activities
- Capability development on GIS
-Database build-up & maintenance
-Updating of property valuation & practices
- Developing spatial databases & integrated
revenue systems
- Training of BLGF & ROs on valuation
methods & practices
- Capacity building on land use planning
- Training on DRRM/CCA Planning
- Training on Master Planning for Preferred
Urban Forms
- Land tenure profiling
Capacity building on land titling and
registration processes
- Technical assistance on a One Stop Shop
facility
BLGF-REGALA Major Accomplishment
• Operationalized spatial land information
systems in all project LGUs
• Operationalized integrated revenue systems in
all project LGUs
• 5 LGUs serve as benchmarks for roll-out of
valuation reforms
• 4 mature LGUs with updated SMVs approved by
their Local Councils
• 4 mature LGUs with revised CLUP/CDP
approved by their Local Councils
BLGF-REGALA Project Accomplishments

• Ongoing development of DRRM/CCA plans

• Ongoing preparation of the TOR for Master Plan
of Preferred Urban Forms
• Ongoing land tenure improvement
Initial Outcomes:
• Improved in-house capacity to periodically
revise their SMVs
• Greater confidence of LGU in performance of
work
• Reduced transaction time for Business
Permits/Fees and Real Property Taxes
• Improved efficiency in BLP tax
collection
• Increased local revenues generated
even without increasing tax rates
Initial Outcomes:
• Improved local capacity for comprehensive land
management and planning
• Improved local capacity for DRRM/CCA
planning
• Increased LGU risk preparedness
• Production of risk /vulnerability maps
• Improved capacity for land tenure improvement
END OF PRESENTATION