Department of Finance BUREAU OF LOCAL GOVERNMENT FINANCE

Department of Finance BUREAU OF LOCAL GOVERNMENT FINANCE LGU PFM 2 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 OPE 1/OPE 2 SPECIFIC ACCOMPLISHMENT 1. Enhance LGFMS & Manuals on LGFPMS & SRE Regional Analysis • Technical Editing Completed 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 OPE 1/OPE 2 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 -26 June 2015

What has been accomplished to date? ACTIVITIES OPE 1/OPE 2 4. Enhance Manual on Evaluation of Local Treasury Operations of LGUs (MELTO) SPECIFIC ACCOMPLISHMENT ACTUAL DATE COMPLETED • Consensus building April 2014 workshop • Writeshop of the MELTO August 2014 • Briefing on the Operational 4 -6 December Policies and the Adoption 2014 of the MELTO • Finalization of the MELTO • Training Of Trainors on 11 -12 May 2015 the use of the MELTO 3 -5 June 2015 • Seminar Workshop on the Use of MELTO: • Prov’l. Treas. & 1 staff – Regions 7, 8, 9 & 10 Regions 11, 12 & CARAGA 8 -10 June 2015 Regions 1, 2, 3 & CAR 10 -12 June 2015 Regions 4 a, 4 b, 5 & 6 15 -17 June 2015 17 -19 June 2015 TARGET DATE OF COMPLETION October 2015

What has been accomplished to date? ACTIVITIES OPE 1/OPE 2 SPECIFIC ACCOMPLISHMENT ACTUAL DATE COMPLETED TARGET DATE OF COMPLETION 5. Revise Assessment Examination/ Evaluation and Monitoring Manual (AEEMMM) for Non. Computerized LGUs • 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 February 2014 October 2015 June 2014 July 2014 25 -28 November 2014 Continuing

What has been accomplished to date? ACTIVITIES OPE 1/OPE 2 SPECIFIC ACCOMPLISHMENT ACTUAL DATE COMPLETED TARGET DATE OF COMPLETION 6. Develop. AEEMM for computerized LGUs • Presentation of initial outputs by the NKE • Consultation workshop on the AEEMM for computerized LGUs • Pilot testing of AEEMM in Pasay City and Agusan del Sur Province July 2014 October 2015 25 -28 November 2014 9 -13 February 2015 & 23 -27 February 2015

What has been accomplished to date? ACTIVITIES OPE 1/OPE 2 SPECIFIC ACCOMPLISHMENT ACTUAL DATE COMPLETED TARGET DATE OF COMPLETION 7. Develop Public Financial Management (PFM) Manuals • Detailed Review of four (4) PFM Manuals • Finalized three (3) PFMs ready for printing 20 -21 October 2014 June 2015 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. June 2013 July 2013 June 2015 July 2013 – April 2014 January 2014

What has been accomplished to date? ACTIVITIES OPE 1/OPE 2 SPECIFIC ACCOMPLISHMENT 8. Cont. Of Enhance • Training Workshop on e. SRE 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 Revenue 27 -28 April 2015 and Cash Flow Forecasting Template Issuance of Department Order No. 28 May 2015 059 -2015 dated May 28, 2015 TARGET DATE OF COMPLETION June 2015

What has been accomplished to date? ACTIVITIES OPE 1/OPE 2 9. e. SRE 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 OPE 1/OPE 2 SPECIFIC ACCOMPLISHMENT ACTUAL DATE COMPLETED TARGET DATE OF COMPLETION 10. Conduct PFM Competency Analysis for DOF & BLGF Policy Units • Attended workshop on the capacity development programs • Attended series of workshops on Foundation Courses Scheduled in 2015 August 2014 May 2016 11. Interrelated Activities: • LGU Policy Agenda and Action Plan (LGU PFM Roadmap • Attended Consultation Workshops October. December 2014 April 2014

What are the remaining project activities in the pipeline? ACTIVITIES OPE 3 (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

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