capability-building on community-based monitoring system

Capability-Building on Capability-Building on Community-Based Community-Based

Monitoring SystemMonitoring System

Dir. Manuel Q. GotisDir. Manuel Q. GotisBureau of Local Government Development

Department of the Interior and Local Government


Outline of PresentationOutline of Presentation

CBMS as a Tool for Improved Local Governance– Integration of CBMS In the Local Operations– Uses and Applications of CBMS– Various Policy Issuances Supporting the Institutionalization

of CBMS Status of CBMS Implementation Scaling-Up CBMS Implementation

– Advocacy and Capacity-Building Activities on CBMS– Collaboration with other Stakeholders

Challenges for Scaling-up


CBMS as an Instrument CBMS as an Instrument for for Local GovernanceLocal Governance DILG has adopted the CBMS as a vital instrument

for the various phases of local governance– Impact monitoring and tracking progress on

poverty reduction efforts including our commitment on the Millennium Development Goals (MDGs)

– Development planning and budgeting– Resource allocation and program targeting– Evidence-based legislation


CBMS has proven its relevance at the different level of local governments

CBMS as an Instrument CBMS as an Instrument for for Local GovernanceLocal Governance

Provinces

Cities/Municipalities

Barangay

Eventually, we hope that CBMS can be utilized for program targeting and policy direction by national agencies


Integrating the CBMS in the Integrating the CBMS in the Local OperationsLocal Operations

LGPMSPerformanceMonitoring

Tool

SLGR

CBMSCommunity BasedMonitoring System

CDP/ELA

CapDevAgenda

Tool to monitorthe condition of thecommunities

System toIdentifyLGU capacities

12

3

System to rationalizePlanning with the CDP/ELA as term-based plan


Local Governance Performance Local Governance Performance Management SystemManagement System

Build a culture of performance highly essential in an environment of

local autonomy

Build a culture of database management for planning, budgeting,

legislation, project development, partnerships, etc.

Revolutionalize the way we relate with local governments

A tool of choice for decision makers


ECONOMICECONOMICDEVELOPMENTDEVELOPMENT

ENVIRONMENTALENVIRONMENTALMANAGEMENTMANAGEMENT

SOCIALSOCIALSERVICESSERVICES

ADMINISTRATIONADMINISTRATION

GOVERNANCEGOVERNANCE

local legislation; transparency; participation

development planning; revenue generation; resource allocation and utilization; financial accountability, customer service; human resources management and development

natural resources management; waste management , pollution control and urban land quality

health and nutrition; education; housing and basic utilities; peace, security and disaster risk management

agriculture and fisheries development; business, enterprise and industry promotion

5 Themed Performance Areas

and 17 Sub-Themed Service Areas


Dynamic Set of Indicatorsof LGPMS

Clustered along:

Performance Productivity State of Development

and organized as:

Checklist Type Exclusive Type Percentage Type Value Type

Harmonization of Local Planning, Harmonization of Local Planning, Investment Programming, Investment Programming, Revenue Administration, Revenue Administration, Budgeting and Expenditure Budgeting and Expenditure ManagementManagementJoint Memorandum Circular No. 001 Series of 2007Joint Memorandum Circular No. 001 Series of 200708 March 200708 March 2007

Department of the Interior and Local GovernmentNational Economic and Development Authority

Department of Budget and ManagementDepartment of Finance


JMC No. 001 Series of JMC No. 001 Series of 20072007

Product of collaborative efforts among 4 national oversight agencies

Working in partnership

towards

synchronization of Local planning,

investment programming,

revenue administration, budgeting and

expenditure

Landmark policy which is envisioned to positive influence on the local development process

DILGNEDADBMDOF


• Provide guidelines on the harmonization of local planning, investment programming, revenue administration, budgeting & expenditure management;

• Strengthen NGA – LGU interface

• Strengthen complementation between the Province and its component cities/ municipalities

• Clarify and spell out responsibilities among the Oversight Agencies

DILG

NEDADOF

DBM

Joint Memorandum Circular Joint Memorandum Circular No.001 No.001 (March 8, 2007)(March 8, 2007)


Highlights and Salient Highlights and Salient Features of JMCFeatures of JMC

Clarification of the roles of DLG, NEDA, DBM, and DOF

Re-definition of Annual Investment Program (AIP) for planning

Complementation between the Province and its Component Cities and/or Municipalities Expenditure Management

Synchronized Local Planning and Budgeting Calendar


EXECUTIVE AND LEGISLATIVE AGENDA EXECUTIVE AND LEGISLATIVE AGENDA (ELA)-(3-year CDP of LGUs)(ELA)-(3-year CDP of LGUs)

Implementation instrument that strengthens utilization of LGU information, the plans and stakeholder agenda that builds in the resources and capacities required to carry out the priorities

Document that contains governance program of LGUs for a given period, usually 3 years corresponding to the term of office of elected officials

Utilizes participatory process that promote partnership between local executive and legislative and the involvement of multi-stake holders in the identification and programming of 3-year LGU development priorities

Uses and Uses and ApplicationApplicationof CBMS of CBMS

in various phases in various phases of Local of Local

GovernanceGovernance


Uses of CBMSUses of CBMS

Builds the capacity of the members of the community to participate in the development planning and monitoring process

Enhances the preparation of socioeconomic profiles, development and investment plans

Aids in diagnosing poverty at the local level and identifying eligible beneficiaries

Aids in formulating appropriate interventions and resource allocation

CBMS data can be used as basis for impact monitoring of projects and programs


Identifying Eligible Identifying Eligible Beneficiaries Beneficiaries CBMS can facilitate targeting by providing information on

who are the eligible beneficiaries for specific programs

– Selection of beneficiaries for Housing Projects (Marinduque)

– Targeting beneficiaries of a health program (Labo, Camarines Norte)

– Identification of disadvantage sector like the• People With Disabilities

• Out-School- Youth (OSY)

• Women

• Senior citizen


Identifying Eligible Identifying Eligible Beneficiaries Beneficiaries Composite indicators can

be used to rank the poorest households in the village or municipality

– Selection of beneficiaries for health insurance program

– Identification and provision of appropriate livelihood assistance to poor families

Rank Zone Barangay HH ID

Number of UnattainedIndicators

1 13 135 17638 82 20 201 24233 73 20 201 23456 74 19 179 621 75 19 185 1681 76 17 144 14471 77 16 148 12339 78 16 148 12355 79 16 148 12358 7

10 16 148 12387 711 16 148 12334 712 16 148 12360 713 16 148 12382 714 15 137 35352 715 15 143 28112 716 15 143 27957 717 13 130 45385 718 9 91 8452 719 6 43 38054 720 6 43 38043 7

Simple Composite Poverty IndicatorSimple Composite Poverty IndicatorPasay City RankingPasay City Ranking

The table shows the first 20 households with the most unattained indicators - data could be use for selecting the 20 poorest households.


Poverty Diagnosis, Mapping and Planning Project on Strengthening LGU

Capacity on Poverty Assessment, Mapping and Planning (WB-ASEM)

– Province-wide implementation of CBMS

• Marinduque• Camiguin• Masbate

– Poverty maps and local poverty reduction action plans (LPRAP) for all the municipalities and cities


Localizing and monitoring of MDGs

PasayGovernment’s Response to MDG Localization

Establish local benchmarks on each MDG target and integrate MDG into City Development Plans

Adopt Policies and Programs to facilitate the achievement of MDGs

Realign existing programs, projects and activities toward achievement of MDGs

Increase budgetary allocation for MDG-related social services

Replicate MDG-responsive good practices

Science City of Muñoz Utilized CBMS data in proposing

projects funded by donor agencies such as the UN-Habitat and UNDP

CBMS results guided them the implementation of the housing project specially identification of beneficiaries

Pasay City Guide the implementation of Family-based

MDG Localization specially on targeting beneficiaries for MDG PPAs

Policy Issuances Policy Issuances Supporting the Supporting the

Institutionalization Institutionalization of CBMSof CBMS


Memorandum Circulars & Policy Memorandum Circulars & Policy IssuancesIssuancesSupporting the Use of CBMSSupporting the Use of CBMS

NAPC En Banc Resolution No. 7 (issued in March 2003)– Directing LGUs to adopt the 13 core local poverty

indicators as the minimum set of community-based information for poverty diagnosis and planning at the local levels

DILG Memorandum Circular 2003-92 (issued in April 2003)– Setting policy guidelines for the adoption of the 13

core local poverty indicators for planning.


DILG Memorandum Circular 2004-152 (Issued in November 2004)

– Encouraging LGUs to intensify efforts towards the achievement of the millennium development goals (MDGs).

– Enjoins LGUs monitor and diagnose the nature and extent of poverty using CBMS.

NSCB Resolution No. 6, Series of 2005– Recognizes and enjoins support to the CBMS as a tool to

strengthen the statistical system at the local level.– Directs the NSCB Technical Staff to initiate and coordinate

an advocacy program for the adoption of the CBMS by the LGUs, through the RSCCs, the technical arm of the NSCB Executive Board in the regions.



NSCB Approval of the CBMS Instruments (September 2005)

– Approval and clearance for the use of the CBMS instruments in monitoring poverty at the local level.

NSCB Approval No. DILG 0513-01- HHPQNSCB Approval No. DILG 0513-01- BPQ

NEDA-SDC Resolution 3, Series 2006– Adopting the CBMS as an MDG monitoring tool


Status of Status of CBMS CBMS

ImplementationImplementation

Coverage of CBMS Implementation in the Philippines as of Sept 2007

• 35 provinces 20 of which are province-wide• 24 cities• 408 municipalities


Vision for CBMSVision for CBMS Nationwide Coverage of CBMS

– All 81 Provinces (province-wide coverage) by 2010

Setting-up of the National Repository on CBMS

CBMS integrated in the planning, budgeting, programming, beneficiary-targeting and other activities of LGUs

CBMS Coverage

34, 42%

47, 58%

with CBMS w/o CBMS

Scaling-Up CBMS Scaling-Up CBMS ImplementationImplementation


Advocacy and Capacity-Building

1. Development Advocacy Materials and Training Manuals

1. Regional Trainors’ Training for DILG Regional CBMS Focal Teams

2. Technical assistance to LGUs implementing CBMS

Scaling-up CBMS Scaling-up CBMS ImplementationImplementation


Scaling-up CBMS Scaling-up CBMS ImplementationImplementation

Continuous advocacy to LGUs1. Part of the orientation program for the New

Elected Officials (NEO)

2. Incorporated in the roll –out of the Rationalized Planning System (PRS) and JMC No. 1 on Planning, Budgeting and Revenue Mobilization (DILG, NEDA, DBM, & DOF)


Scaling-up CBMS Scaling-up CBMS ImplementationImplementation Collaboration with other Agencies/Partners

1. NAPC, DSWD and NEDA

2. MEDCO – for Mindanao-wide coverage of CBMS

3. Leagues of Municipalities of the Philippines (LMP) – in LMP pilot sites

4. PhilHealth – NHIP Indigent Program

5. DOH - Fourmula 1 Sites (16 provinces)

6. PDRN –Minalen and Sto-Tomas, Pampanga

7. Kaakbay – follow-through for Masbate


ChallengesChallenges Nationwide campaign on the adoption of CBMS

– Synchronization of conduct of CBMS rounds– Recognition of the CBMS results as official data at the local

level

Collaboration with all stakeholders and partners

Need for organizing more trainors ready to provide assistance to LGUs adopting CBMS

Preparation of uniform and standard training modules (i.e multi-media training modules)

Thank You !Thank You !

capability-building on community-based monitoring system

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