Philippine Development Forum
Working Group on
Decentralization and Local Government
PDF-WORKING GROUP ON
DECENTRALIZATION AND LOCAL GOVERNMENT
Accomplishments on the Work Plan
Development Agenda 1
Improving Fiscal Autonomy for
Local Development
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DECENTRALIZATION AND LOCAL GOVERNMENT
Outcome:
More efficient local fiscal policies and procedure
Project / Activity
Actual Outputs/ Deliverables
Enhancement of
the e-SRE System
to include the
following modules
1. Enhanced e-SRE system with modules on fiscal
capacity modelling and forecasting; financing
modalities; debt management and creditworthiness
and debt certification;
Proponent/
Responsible
Agencies
DOF-BLGF
(ADB TA 7451)
3. First exposure workshop conducted on
November and December 2011.
Systems development for financial transactions,
including budgeting and expenditure management
[linking- up revenue (SRE) and budget]
2010 – On-going
Next Activities:
Conduct of training of trainers
(TOT) for Central BLGF Staff on
August 06-10, 2012, and
Roll-out for deployment to LGUs
will be conducted after the ToT.
2. Field testing of the e-SRE system accomplished,
and
Electronic System
(e-system) for
Financial
Transactions
Period of Implementation &
Next Activities
DOF-BLGF / DBM
/ COA
(EU)
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DECENTRALIZATION AND LOCAL GOVERNMENT
Included in the upcoming EU
Public Financial Management
(PFM) program to be rolled
out on the 3rd Quarter of
2012
Outcome:
Increased Own Source Revenues
Project / Activity
Development of
Local Business
Taxpayer Database
Actual Outputs/ Deliverables
1.1 Completed a study on local business taxpayer
under TA 7451;
Proponent/
Responsible
Agencies
DOF-BLGF
(ADB-TA 7451)
Rationalization of
Fiscal Incentives
2.1 Developed information materials on guidelines
and methods for presumptive income tax to
calculate business tax liability, and
2010 – On-going
Next Activity:
Conduct of training of trainers
(TOT) for Central BLGF Staff on
July 2012.
1.2 Designed a prototype program for local
taxpayer database, and
1.3 Field Testing conducted last April 11, 2012 in
Dagupan City.
Use of Presumptive
Gross Sales Figures
to Calculate
Business Tax
Liability
Period of Implementation &
Next Activities
DOF-BLGF
(ADB-TA 7451)
2010 – On-going
Next Activity:
Conduct of training of trainers
(TOT) for Central BLGF Staff on
July 2012.
2.2 Field testing of the guidelines conducted by the
consultant last April 11, 2012 in Dagupan City.
DOF-BLGF
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DECENTRALIZATION AND LOCAL GOVERNMENT
Not Started /Needing donor
support
Outcome:
Increased Own Source Revenues
Project / Activity
Actual Outputs/ Deliverables
4. Facilitate LGU
compliance on
Updating of SMV
and Collection of
Idle Land Tax
(Implementing the
JMC Nos. 2010-001
and 2010-002)
4.1 Website on both JMC Nos. 2010-001 and 2010-002
completed and available at www.jmc.blgf.gov.ph;
Proponent/
Responsible
Agencies
DOF-BLGF /
DILG
4.2 Brochures distributed in all BLGF regional offices
and during the PHALTRA convention;
4.3 Continuous public and media relations initiatives
(e.g., Radio Forum @ DZRH 666 “Batas Barangay”
conducted on 04 February 2012), and
4.4 Continuous monitoring of compliance started in
April 2011.
a. JMC 2010-01: Consolidated reports on status of
SMV revision and submission of approved SMVs and
ordinance completed in March 2012, and
b. JMC 2010-02: Consolidated reports on Idle
Lands inventory @ 9% compliance rate.
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DECENTRALIZATION AND LOCAL GOVERNMENT
Period of Implementation
& Next Activities
On-going
Next Activities:
Develop and issue a procedural
guideline on idle land tax
imposition, inventory,
implementation and collection,
through a DOF Joint
Assessment and Treasury
Regulations by 2nd – 3rd
Quarter of 2012.
Outcome:
Improved Access of LGUs to financing
Project / Activity
Actual Outputs/ Deliverables
1. Options for LGU
enhancement fund
1.1 Proposal on distributing an increased share of the
IRA (from current 40% of national internal revenues to
possibly 50%) under the LGU Enhancement Fund was
finalized and submitted to the Office of the President
and Congress,
Proponent/
Responsible
Agencies
Period of Implementation
& Next Activities
DILG and ADB
Done/Completed
MDFO (ADB TA
7451)
Done under ADB TA
7451, the formal turnover of the system and
the study will be
completed on 15 July
2012
1.2 Proposal was presented as part of the Local
Government Code (LGC) Celebration last October 14,
2011.
2. MDFO
computerization of
administrative and
operational
functions
2.1 Designed programming and computerization system
to improve and automate the fund management and loan
application functions of MDFO done under ADB 7451.
3. MDFO capacity
building on fund
management
3.1 Streamlined MDFO fund management process and
capacity building.
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Outcome:
Improved Access of LGUs to financing
Project / Activity
Actual Outputs/ Deliverables
4. Technical
Advisory services
to MDFO
4.1 Provided technical advisory services to MDFO
for policy formulation and review of:
• Policy syndication of LGU loans with private
financial institutions
• Revised interest rate policy
• Policy for addressing delinquent LGUs
5. Streamlining
MDFO processes
for disbursement
5.1 Designed a streamlined process for disbursing
MDFO loan funds.
6. Strengthening
LGU project
development
capacity
6.1 Design and develop an operational framework
and mechanism for LGUs to access technical and
financial support for project development, through
an umbrella Project Development Fund for LGUs
Proponent/
Responsible
Agencies
Period of
Implementation & Next
Activities
MDFO (ADB
TA 7451)
Done under ADB TA
7451, the formal turnover of the system
and the study will be
completed on 15 July
2012
DILG-OPDS
For Dropping
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DECENTRALIZATION AND LOCAL GOVERNMENT
Outcome:
More efficient allocation of expenditures
Project / Activity
1. Improving LGU
Utilization of
funds
Actual Outputs/ Deliverables
1.1 Joint Circular was issued by DBM and
DILG on the utilization of 20% component
of the IRA last April 2011, and
Proponent/
Responsible
Agencies
Period of
Implementation & Next
Activities
DILG BLGD /
DBM / Leagues
(ADB TA 7451)
On-going
All final reports will
be out on August 2012
1.2 Policy on the utilization of Special
Education Fund (SEF) developed; some
provisions to be agreed by DBM and DepEd;
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Next Activities:
• DBM to draft a policy on
local government transfer
and subsidy to local
government, and
• DBM to come up with a
complete guideline on
local economic
enterprises.
Outcome:
Improved Revenue Management Capacity
Project / Activity
1. Competency
Certification
System (CCS) for
Treasurers
Actual Outputs/ Deliverables
1.1 Study completed and consultations
conducted on the formulation of guidelines
for the implementation of CCS , and
Proponent/
Responsible
Agencies
DOF-BLGF
(ADB-TA 7451)
2.1 Mass Appraisal Guidebook (MAG)
published and distributed to all LGUs –
1,700 (Assessors’ Office);
2.2 Development of Basic Course on Mass
Appraisal (BCMA) and conduct of Refresher
Course for the National Trainers on BCMA
completed, and
2.3 First training on BCMA conducted for
NCR in the last quarter of 2011.
Done/ Completed
Next Activity:
Conduct of phased- implementation of the
guidelines on 2012 by starting on the
implementation of “Performance Standard”
before going into full Competency Certification
and System Implementation.
1.2 Guidelines developed on the
implementation of CCS.
2. Improving
Capacity of
Treasurers and
Assessors on
Revenue
Generation &
Management
Period of Implementation & Next
Activities
DOF/BLGF and
World Bank
On-going
Next Activities:
• Roll-out the Basic Course on Mass
Appraisal to 50% of provinces and cities
in 2012, and
• Local Treasurers Operations Manual
(LTOM)will also be rolled-out on 2012.
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DECENTRALIZATION AND LOCAL GOVERNMENT
Outcome:
Improved Revenue Management Capacity
Project / Activity
3. Capacitating
Priority LGUs on
SMV Revision
4. Mainstreaming of
LAMP technologies
Actual Outputs/ Deliverables
3.1 LAMP2-BLGF is presently
supporting TA requirements of
ADB TA 43205-01 for five LGUs
(Tayabas, Alaminos, Legazpi,
Bayawan and San Carlos)
a. BCMA Training conducted
last 27-30 March 2012, and
b. Valuation Database
Information System (VDIS)
Training conducted last 2-3 AprIl
2012
Proponent/
Responsible
Agencies
DOF-BLGF/
DILG and World
Bank/ADB
Period of Implementation &
Next Activities
On-going
Next Activities:
• Roll-out of BCMA to commence
on 2Q or 3Q of 2012 through
the National Trainers on BCMA
and Regional Associations of
Assessors, and
• Deployment ofVDIS and eFAAS
to other priority LGUs by 2Q of
2012.
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DECENTRALIZATION AND LOCAL GOVERNMENT