CDP

ASSESSMEN
T GUIDE
 WHAT IS THE PURPOSE OF THE ASSESSMENT?

• Assess the compliance of LGU’s CDP to the policy-based

budgeting and evidenced based principles embodied in the
Comprehensive Development Plan (CDP) Guidelines.
• Determine the alignment of the Provincial Development
and Physical Framework Plan (PDPFP), Provincial
Development Investment Program (PDIP), Regional
Development Plans, Philippine Development Plan and
Global Commitments (e.g., SDGs) with regards to:
• Development goals, objectives and strategies;
• Physical framework; and
• Investment program.
 WHAT IS THE PURPOSE OF THE ASSESSMENT?

• Assess adherence of the preparation process, and

content of the CDP and LDIP submission vis-aà -vis
the requirements of policy based budgeting as
embodied in DILG’s guidelines.

• Provide a basis for improvements in the CDP and

LDIP.
 WHAT IS THE PURPOSE OF THE ASSESSMENT?

• Establish a measure for the future qualification and

provision of performance grants and other support and
assistance from the National Government.

• To enhance the relationship between the Provinces and its

component LGUs in the planning and investment
programming process and as partners in local
development.

• To encourage municipalities and cities to adhere with the

principles of the CDP Guide.
 WHAT IS THE PURPOSE OF THE ASSESSMENT?

• Establish a measure for oversight agencies to provide

technical support and assistance to LGUs in development
planning, investment programming and financing of
programs, projects and activities (PPAs).

• Basis for support and assistance from province and

development partners.
 ROLES AND RESPONSIBILITIES

Provincial Governor to issue Executive Order creating the CDP

Assessment Committee,
The PDC shall issue the Notice for CDP submission to the
C/MDC of component cities and municipalities to submit their
existing CDP
The PDC shall approve the results of the review as
recommended by the CDP-TAC
The CDP TAC may call on any member of the provincial
bureaucracy to assist in the review and other officers of
component LGUs for clarification of issues , and communicate
the results of the review to the concerned C/MDC for reference
and appropriate action.
•
 COMPONENTS OF THE ASSESSMENT PROCESS

• 1. FORM ASSESSMENT

• - submitted CDP and LDIP documents are complete

• - conforms to the structure and sequence prescribed in
the CDP guidelines

• Completeness
• Structure and sequence
• Maps and tables
• Source acknowledgement
 FORM
YES - Ö,
FORMS AND DOCUMENTS FORM NO.
NO- X
A. Required Forms
Sample Harmonized Workplan.docx Form 1.b
Ecological Profile.docx Form 1.c
Local Development Indicator System RaPIDS.docx Form 1.d
Structured List of PPAs per Sector (Long List).docx Form 2
Ranked List of PPAs for Investment Programming.docx Form 3.a
Project Brief for Each PPA.docx Form 3.b
Projection of New Development Investment Financing Potential.docx Form 3.c

LDIP Summary Form.docx Form 3.e

AIP Summary Form.docx Form 4

CapDev Program Summary Form.docx Form 5.a

Priority Legislative Requirements Summary Form.docx Form 5.b

M&E Strategy Template.docx Form 6.b
Form 1. b. Sample Harmonized Workplan for the Preparation
of CLUP and CDP
Form 1. c. Ecological Profile
Form 1. d Local Development Indicator System/ RaPIDs
Form 2 Structured List of PPAs per Sector – Long List
Form 3b. Project Brief for Each PPA
Form 3a. Ranked List of PPAs per Investment
Programming
Form 3c. Projection of New Investment Financing
Potential
Form 3e. LDIP Summary Form
Form 4. AIP Summary Form
Form 5a. CapDev Agenda Summary Form
Form 5b. Priority Legislative Requirement Form
Form 6b. Monitoring and Evaluation Strategy
 FORM
FORM NO. YES - OÖ ,
FORMS AND DOCUMENTS NO- X
B. CDP Resolutions and Related Implementing Instruments
• Executive Order Creating the Planning Team
• LDC Resolution Endorsing the CDP to Local
Sanggunian
• Local Sanggunian Resolution Approving the
CDP
C. Other Documents
Others (Please specify in the Remarks column)
 FORM

• No. of Forms and Documents Present: ____________

• No. of Forms and Document Unavailable: __________

 COMPONENTS OF THE ASSESSMENT PROCESS

• 2. PROCESS ASSESSMENT

• - reflects the organizational/institutional

processes and content generation linkages

• Leadership involvement
• Consultation and participation
 PROCESS
YES -
CONSULTATION/AGENDA OÖ ,
NO- X
A. Preparatory Meetings
1 Meetings of the Planning Team – Ecological Profiling,
Presentations, Visioning
2 Sectoral Workshops – Social, Economic, Infrastructure,
Institutional, Environmental
B. Meetings/Consultations of the Local Development Council on
the CDP and CDP/LDIP Preparation
1 MPDO Reporting on the Ecological Profiling
2 Project Call – Long List of Projects
3 Prioritization of Projects
4 Approval of the CDP and LDIP
 PROCESS
YES -
CONSULTATION/AGENDA OÖ ,
NO- X
Meetings/Consultations with the Provincial Planning and
C. Development Office (PPDO)
1 Provincial and LGU Goals and Strategies
2 Investment Programs and Programs, Projects and Activities
(PPAs)
 PROCESS
YES -
CONSULTATION/AGENDA OÖ ,
NO- X
D. Meetings/Consultations with Sector Groups on CDP and LDIP
1 Social Sector – profiling, project call, project prioritization and
approval
2 Economic Sector – profiling, project all, project prioritization and
approval
3 Environmental Sector – profiling, project call, project prioritization
and approval
4 Institutional Sector – profiling, project all, project prioritization
and approval
5 Physical/Infrastructure – profiling, project all, project
prioritization and approval
 PROCESS
YES -
CONSULTATION/AGENDA OÖ ,
NO- X
Meetings/Consultations with Local Special Bodies and
E. Advisory Councils
1 Local Finance Committee – profiling, project call, project
prioritization, presentation of local development investment
program, new financing investment program and approval

2 Peace and Order Council – profiling, project call, project

prioritization and approval
3 Local School Board – profiling, project call, project
prioritization and approval
4 Local Health Board – profiling, project call, project
prioritization and approval
 PROCESS
YES -
CONSULTATION/AGENDA OÖ , NO-
X

E. Meetings/Consultations with Local Special Bodies and Advisory Councils

5 Fisheries and Aquatic Resources Management Council – profiling, project
call, project prioritization and approval (if applicable)
6 Municipal Disaster Risk Reduction and Management Council – profiling,
project call, project prioritization and approval
7 Municipal Solid Waste Management Council – profiling, project call,
project prioritization and approval
8 Water Resources Management Council – profiling, project call, project
prioritization and approval.
9 Other Advisory Councils and Sectoral or Functional Committees (Specify)
– profiling, project call, project prioritization and approval
 COMPONENTS OF THE ASSESSMENT PROCESS

• 3. CONTENT ASSESSMENT
• - substance and logic of the CDP and LDIP
submission with emphasis on clarity,
comprehensiveness, and quality of various
components of planning and investment
programming processes
 COMPONENTS OF THE REVIEW PROCESS
• Quality of output and analysis internal to each main CDP component
- vision, goals and objectives - long term, strategic and realistic
- aligned with higher plans
- ecological profile - comprehensive database/info on the 5 dev’t sectors
and subsectors
- strategies and PPAs - strategies/PPAs are responsive to the issues,
problems and gaps as made evident in the eco profile and LDIS
• Quality of linkages between components
- development framework (consideration of spatial growth trends, economic
production potentials, infrastructure requirements, environmental issues)
- dev’t issues, goals, objectives and targets (issues based on planning analysis;
goals, objectives and targets are responsive to identified issues; consistent
with the vision)
- strategies and PPAs (strategies link to goals and objectives; PPAs link to
strategies)
 CONTENT
YES - OÖ , IF NO, EXPLAIN
CRITERIA NO- X WHY?

A. Quality of Output and Analysis:

1 Vision, goals, and objectives are long term,
strategic, and realistic

2 Comprehensive Ecological Profile (Database/

Information covers the five (5) Development
Sectors)

3 PPAs are responsive to the issues, problems

and gaps as made evident in the ecological
profile and LDIS
 CONTENT
IF NO,
YES - OÖ ,
CRITERIA EXPLAIN
NO- X WHY?
A. Linkage and Consistency of CDP and LDIP:
1 The prioritization of PPAs
considers the vision, goals, and
objectives identified in the CDP.

2 The LDIP PPAs are a subset of the

CDP PPAs
 CONTENT
IF NO,
YES - OÖ , EXPLAIN
CRITERIA NO- X WHY?
B. Consistency of the LDIP:
1 PPAs that contribute to more sectors or
goals are rated higher.

2 All prioritized projects are those with the

highest scores.

3 The Number of Project Briefs on hand are

equal to the Number of Projects listed.
 CONTENT
IF NO,
YES - OÖ ,
CRITERIA EXPLAIN
NO- X WHY?
B. Consistency of the LDIP:
1 There is a logical and consistent
linkage between Columns 1, 2, and 3
of Form 1.b (Local Development
Indicator System) and Columns 1, 2,
3, and 4 of Form 2 (Structured List
of PPAs per Sector – Long List).
 CONTENT
YES - OÖ , IF NO, EXPLAIN
CRITERIA
NO- X WHY?

B. Consistency of the LDIP:

4 The New Development Investment Financing
Potential for the Medium-Term (3-years) is
estimated and provided including the following
supporting documents:
• Medium-Term Local Revenue Forecast (3 years);
• Medium-Term Forward Estimates (3-years);
• Medium-Term Estimate of Debt and Non-Debt
Contractual Obligations; and
• Estimation of Fiscal Surplus or Deficit
 CONTENT
IF NO,
YES - OÖ ,
CRITERIA EXPLAIN
NO- X
WHY?
B. Consistency of the LDIP:
5 The Financing Plan (3-years) is prepared
and provided and is consistent with the
Finalized Local Development Investment
Program and Finalized Local Resource
Mobilization Program (LRMP) for the
same 3-year cycle.
6 The Annual Investment Program for Year t
is equal to the Local Development
Investment Program for Year t (The AIP is
the annual slice of the LDIP.)
 CONTENT
IF NO,
YES - OÖ ,
CRITERIA NO- X EXPLAIN
WHY?
C. Alignment with CLUP, Provincial Development and
Physical Framework Plan
1 The plans and programs of the
city/muns are harmonized or
consistent with the CLUP
2 The vision, mission and goals of the
LGU are aligned with the vision,
mission and goals of the Province as
provided in the PDPFP.
 CONTENT
IF NO,
YES - OÖ ,
CRITERIA EXPLAIN
NO- X
WHY?
C. Alignment with CLUP, Provincial Development and Physical
Framework Plan
3 PPAs of the city/muns in the CDP is
aligned with the PPAs in the PDPFP of the
Province

4 The LDIP of the city/muns is

complementary to the PDIP.
THANK YOU