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
OPE1/OPE2
SPECIFIC
ACCOMPLISHMENT
1. Enhance LGFMS • Technical Editing
& Manuals on
Completed
LGFPMS & SRE
Regional
Analysis
2. Enhance LGU
Income Reclassification
System
• Consultation
Workshop with
stakeholders
conducted
• Draft bill has been
presented to the DOF
• Draft bill has been
filed to the Senate
under Senate Bill No.
2664
ACTUAL DATE
COMPLETED
TARGET DATE
OF
COMPLETION
December 2013
May 2016
8 November 2013
June 2016
September 2014
23 February 2015
What has been accomplished to date?
ACTIVITIES
OPE1/OPE2
SPECIFIC
ACCOMPLISHMENT
ACTUAL DATE
COMPLETED
TARGET DATE
OF
COMPLETION
• Draft bill has been
filed to the House
under House Bill No.
5656
8 April 2015
June 2016
• On-going review of
the LTOM by the
NKE
• LTOM Review by the
BLGF TWG
• Series of Meetings to
review the LTOM by
the BLGF-LTOMTWG
• Meeting to Review
the LTOM
April-June 2014
June 2016
Con’t.
3. Updated Local
Treasury
Operations
Manual (LTOM)
22-24 Oct 2014
27-29 May 2015
22-26June 2015
What has been accomplished to date?
ACTIVITIES
OPE1/OPE2
SPECIFIC
ACCOMPLISHMENT
ACTUAL DATE
COMPLETED
TARGET DATE
OF
COMPLETION
Consensus building
workshop
Writeshop of the MELTO
Briefing on the
Operational Policies and
the Adoption of the
MELTO
• Finalization of the MELTO
• Training Of Trainors on
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 &
CARAGA
Regions 1,2,3 & CAR
Regions 4a,4b,5 & 6
April 2014
October 2015
4. Enhance Manual •
on Evaluation of
Local
Treasury •
Operations
of •
LGUs (MELTO)
August 2014
4-6 December
2014
11-12 May 2015
3-5 June 2015
8-10 June 2015
10-12 June 2015
15-17 June 2015
17-19 June 2015
What has been accomplished to date?
ACTIVITIES
OPE1/OPE2
5. Revise
Assessment
Examination/
Evaluation and
Monitoring
Manual
(AEEMMM) for
NonComputerized
LGUs
SPECIFIC
ACCOMPLISHMENT
• Consensus building
workshop
• Revise Manual
Drafted
• On-going review of
the AEEMM
• Consultation
workshop on the
AEEMM for noncomputerized LGUs
for finalization
• Pilot testing of the
AEEMM (noncomputerized LGUs)
nationwide thru
BLGF Regional
Offices
ACTUAL DATE
COMPLETED
TARGET DATE
OF
COMPLETION
February 2014
October 2015
June 2014
July 2014
25-28 November
2014
Continuing
What has been accomplished to date?
ACTIVITIES
OPE1/OPE2
SPECIFIC
ACCOMPLISHMENT
• Presentation of initial
6. Develop
outputs by the NKE
AEEMM
for
• Consultation workshop
computerized
on the AEEMM for
LGUs
computerized LGUs
• Pilot testing of AEEMM
in Pasay City and
Agusan del Sur
Province
ACTUAL DATE
COMPLETED
TARGET DATE
OF
COMPLETION
July 2014
October 2015
25-28 November
2014
9-13 February
2015
&
23-27 February
2015
What has been accomplished to date?
ACTIVITIES
OPE1/OPE2
SPECIFIC
ACCOMPLISHMENT
7. Develop Public • Detailed Review of
Financial
four (4) PFM Manuals
Management
• Finalized three (3)
(PFM) Manuals
PFMs
ready
for
printing
8. Enhance e-SRE
System
• Pilot Testing
• Training of Trainors
conducted
• 11 Clusters training
completed covering
224 provinces and
cities
• Consultative meeting
with the BLGF mgmt.
re revision of SRE
Manual.
ACTUAL DATE
COMPLETED
TARGET DATE
OF
COMPLETION
20-21 October
2014
June 2015
June 2015
June 2013
July 2013
June 2015
July 2013 – April
2014
January 2014
What has been accomplished to date?
ACTIVITIES
OPE1/OPE2
SPECIFIC
ACCOMPLISHMENT
8. Cont. Of Enhance • Training Workshop on
eSRE Technical
e-SRE System
•
•
•
•
ACTUAL DATE
COMPLETED
27-28 Feb. 2014
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
28 May 2015
Department Order No.
059-2015 dated May
28, 2015
TARGET DATE
OF
COMPLETION
June 2015
What has been accomplished to date?
ACTIVITIES
OPE1/OPE2
9.
eSRE
Based
Treasurer’s
Performance Rating
SPECIFIC
ACCOMPLISHMENT
•
•
•
•
•
•
Consultative workshop with
stakeholders
Draft Performance
Standards exposed to the
Regional Directors for
further enhancement
Simulation workshop of
Performance standards to
BLGF Regional Staff
Roll out of the Performance
Standards to the
Province/City Treasurers of
Visayas and Mindanao areas
Roll out of the Performance
Standards to the
Province/City Treasurers of
NCR and Luzon areas
Issuance of Department
Order No. 006-2015 dated
20 January 2015
ACTUAL DATE
COMPLETED
TARGET DATE
OF
COMPLETION
November 2013
June 2016
February 2014
May 2014
June 2014
August 2014
20 January 2015
What has been accomplished to date?
ACTIVITIES
OPE1/OPE2
SPECIFIC
ACCOMPLISHMENT
10. Conduct
PFM • Attended workshop
Competency
on the capacity
Analysis for DOF
development
& BLGF Policy
programs
Units
• Attended series of
workshops on
Foundation Courses
Scheduled in 2015
11. Interrelated
Activities:
• LGU Policy
Agenda and
Action Plan
(LGU PFM
Roadmap
• Attended
Consultation
Workshops
ACTUAL DATE
COMPLETED
TARGET DATE
OF
COMPLETION
August 2014
May 2016
OctoberDecember 2014
April 2014
What are the remaining project activities in
the pipeline?
ACTIVITIES
OPE3 (July 2015 to June 2016)
1. Examination of local treasurers
2. Enhancement of Resource Mobilization
Manual
3. Financial Monitoring System
TARGET DATE OF
COMPLETION
June 2016
Other BLGF Project Engagement
BLGF-Local Government
Revenue Generation and
Land Administration
Reforms Project (REGALA)
Accomplishment
Major Activities and Outputs REGALA
Project
Proposed Outputs
1
Upscaling of parcel based land
information initiatives in mature
LGUs & adoption by new LGUs
Activities
- Capability development on GIS
-Database build-up & maintenance
2
Revised SMVs adopted,
implemented, general revision (GR)
conducted
-Updating of property valuation & practices
- Developing spatial databases & integrated
revenue systems
- Training of BLGF & ROs on valuation
methods & practices
3
Revised CLUPs/CDPs, DRRM /CCA
Plans, Draft Terms of Reference for
the Master Plan on Preferred Urban
Forms;
- Capacity building on land use planning
- Training on DRRM/CCA Planning
- Training on Master Planning for Preferred
Urban Forms
4
Land tenure improvement
-
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