Community-Based Monitoring System (CBMS)

Bureau of Local Government DevelopmentDepartment of the Interior and Local Government

CBMS as the local monitoring tool for MDG and poverty diagnosis

The Community-Based Monitoring System has been adopted as an MDG/povertymonitoring instrument. It is a tool for generating the CLPIs at the local level wouldcomplement the national poverty monitoring systems. CBMS would fill in the void ofinformation at the local level and supplies disaggregated information to be able to diagnosepoverty, and identify appropriate interventions to targeted beneficiaries at the local level.

With our commitments to meet the MGDs, it becomes imperative to be able to monitor ourperformance vs targets. CBMS will allow the monitoring of achievements of these targets not just atthe municipal but also at the barangay levels.

What is CBMS ?

• An organized way of collecting household level information at local level for use of localgovernment units, national government agencies, non-government organizations, andcivil society for planning, program implementation and monitoring.

• A tool intended for improved governance and greater transparency and accountability inresource allocation

• Intended to promote evidence-based decision-making

• Involves the participation of various stakeholders at each geopolitical level

• Generates the 14 core local poverty indicators (CLPIs) that measured to determine thewelfare status of the population. These indicators capture the multidimensional aspectsof poverty.

• Uses an encoding and mapping software (CSPro and NRDB) to facilitate CBMS-basedpoverty mapping and for storing and displaying household- and individual- levelinformation.

Rationale for CBMS

• Seeks to address the existing gaps in data fro: Diagnosing extent of poverty at the local level Determining the causes of poverty Formulating appropriate policies and programs Identifying eligible beneficiaries Assessing impact of policies and programs

• Support the decentralization process by capacitating LGUs to collection, analysis and usedata in local planning and program implementation

• Complement efforts of the National Government to institutionalize a local MDG/povertysystem.

Key Features of CBMS

The CBMS has several features:

(1) LGU-based while promoting community participation, LGU take the lead in data collection,processing and plan formulation while empowering communities in diagnosing poverty andidentifying appropriate interventions

(2) Taps existing LGU and community-personnel for data collection, processing and analysis

(3) Adopts the Core Local Poverty Indicators (CLPIs), core set of indicators which capture themulti-dimensional aspect of poverty.

Uses of CBMS Survey Results

Inputs to the preparation of socio-economic profile Formulation of development plan and annual investment plan Identification of appropriate program and target beneficiaries Monitoring and assessment of programs and projects

MDG with the Core Local Poverty IndicatorsMDG Core Local Poverty Indicators (CLPIs)

• Proportion of households with income less than the poverty threshold• Proportion of households with income less than the food threshold• Proportion of persons aged 15 years old and above who are not working but

are actively seeking work• Proportion of children 0-5 years old who are moderately and severely

underweight (below normal-low and below normal-very low)• Proportion of households who eat less than three full meals a day

Goal 1: Eradicate extremepoverty and hunger

• Proportion of household members victimized by crime

• Proportion of 6-12 year-old children who are not in elementary schoolGoal 2: Achieve universalprimary education • Proportion of 13-16 year-olds who are not in secondary school

Goal 3: Promote genderequality

(can be generated from indicators Goal 2 since data are gender disaggregated)

Goal 4: Reduce childmortality

• Proportion of children under five years old who died

Goal 5: Improve maternalhealth

• Proportion of women who died due to pregnancy related causes

• Proportion of households without access to safe waterGoal 6: Combat HIV/AIDS,malaria, and other infectiousdiseases

• Proportion of households without sanitary toilets

• Proportion of households who are squattersGoal 7: Ensureenvironmental sustainability • Proportion of households with makeshift housing

Activities in Implementing CBMS

I. Preparatory Activities

1. Evaluation of data requirements and existing monitoring systems2. Formulating the work plan

o MOA – commitment of all concerned groupso CBMS Work Plan – timetable and resource requirements and key players

3. Mobilizing resources for CBMSo Human Resourceso Financial and Physical Resources Meals for trainings workshop Reproduction of household questionnaires and manuals Computer hardware for encoding and processing data

II. Data Collection and Field Editing

1. Training on Data Collection and Field Editing for Local Poverty Reduction Action Teams(LPRATs) (Module 1) – 3-day hands-on training (provincial level)

2. Training on Data Collection for Enumerators (city/municipal level)3. Actual Data Collection

1 Enumerator = 45 minutes/1hour/household for 12-page questionnaire Honoraria for enumerators/household, if applicable

III. Data Encoding and Map Digitizing

1. Training on Data Encoding and Map Digitizing (Module 2) - 3day hands-on training

2. Data Encoding Proper• Manual Processing at barangay level Uses tally sheets and Data Boards at the Purok, Barangay and Municipal levels to

process the data• Computerized data encoding Uses CBMS data encoding system (using CSPRO) and Map Digitizing system (using

NRDB) Full-time encoder can input 30 questionnaires/ day

3. Map Digitizing of Municipal/Barangay maps• Requires the spot maps of LGUs and Brgy. Profile Questionnaires• Can utilized digitized maps generated by GIS software if available at the local level

IV. Data Processing and Analysis

1. Training on Data Processing and Mapping (Module 3) using Statistical Simulator version 3 –3day hands-on training

2. Processing of generated data (generation of poverty statistics, tables and maps) to becomeuseful information for an evidence-based policy-making

Figure 1: Sample Maps Generated by CBMS

CBMS Survey , 2005

V. Data Validation and Community Consultation

1. Presentation of CBMS results to the community

Pasay CityZone 19

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2. Validation of the generated information with the community3. Solicitation of recommendations and possible interventions to resolve the problems

VI. Socio-Economic Profiling

1. Training on Preparation of Barangay Socio-Economic Profiles and Development Plans usingCBMS Data (Module 4) – 3day hands-on training

2. Analysis of data and preparation of reports3. Presentation/Dissemination of CBMS results/findings

Training Modules for the implementation of CBMS

I. Module 1 – Data collection and filed editingII. Module 2 – Data encoding and map digitizingIII. Module 3 – Data processing and mappingIV. Module 4 – Preparation of Barangay Socio-Economic Profiles and Development Plans using

CBMS data

Trainee Qualifications

I. Data Collection and Field Editing (Module 1)

• Qualifications of trainors (provincial level)1. A regular staff of the LGU for the duration of the project2. Must have capability to train enumerators at the barangay level3. Preferably involved in the implementation of the CBMS in the province/municipality

• Qualifications of enumerators1. Should be members of the barangay2. Proposed enumerators are barangay health workers and nutrition scholars3. Other community volunteers can be tapped such as teachers, students, barangay officials,

etc.4. Enumerators should be able to read, write and do simple computations

II. Data Encoding and Map Digitizing (Module 2) & Data Processing and Mapping (Module 3)

• Qualifications of encoders1. He/She must be computer literate2. Preferably he/she must have attended the training on data collection, encoding

accomplished household profile questionnaire and map digitizing3. Preferably a regular staff or under contract with the LGU for the duration of the CBMS

implementation4. Must have the capability to train the other members of the data processing team5. The same set or a subset of participants in the previous trainings (Modules 1-3)

III. Socio-Economic Profiling

• Trainors Training

At least 3 participants per municipality/city which shall be composed of the following:

1. Two (2) technical staff from the City/Municipal Planning and Development Office whoare:a. Actively involved in the implementation of CBMSb. In charge of consolidating barangay development plans and preparing their

municipal development planc. Members of the regular staff and/or under contract with the LGU for the duration of

the project (for 6 mos.)d. Capable and willing to train members of the Sangguniand Barangay or Barangay

Development Council in preparing their socio-economic profiles and developmentplans

2. One (1) member of the Sangguniang Barangay or Barangay Development Council

• Trainees at the Barangay Level

At least 3 participants per barangay which shall be composed of the following:1. Barangay Chairman2. One member of the Sangguniang Barangay chosen by the majority of its members3. One member of the PO/NGO sector in the barangay

Role Delineation for CBMS Implementation

I. BLGD

1. Spearhead the conduct of advocacy on the implementation of the CBMS in the pilot regionsand provinces;

2. Conduct regional/provincial trainors’ trainings in coordination with CBMS NetworkCoordinating Team for the regional and provincial teams in the conduct of 4 Module-Trainings of CBMS (Module 1: Data Collection and Field Editing; Module 2: Data Encodingand Map Digitizing, Module 3: Data Processing and Mapping and Module 4: PlanFormulation)

3. Provide counterpart personnel who will act as trainors and monitors in the conduct of CBMSimplementation in the regions and facilitate the integration of CBMS methodology for DILGRegional Trainors and LGUs;

4. Facilitate the dissemination of project findings to policymakers, legislatures, executiveagencies and other interest groups.

II. DILG Regional Office

1. Coordinate all training workshops for the LGU trainers in the Region with the BLGD and/orCBMS Network Coordinating Team to ensure completion of trainings and activities asscheduled;

2. Provide MDG-CBMS Coordinators and Trainors who will be trained for the variouscomponents of CBMS work by the CBMS Network Team and shall complement andcompose the pool of trainers/resource persons for the all the CBMS workshops;

3. Spearhead logistical preparations for the conduct of training workshops for CBMS trainersfor the Region,

4. Monitor the progress of the implementation of CBMS activities in the pilot areas andconsolidate the validated CBMS data at the regional level, and maintain and update theCBMS data regularly;

5. Ensure that the application of the CBMS methodology and instruments shall be sustained bycapacitating in-house technical officers in the regional and provincial offices, and

III. Local Government Units

1. Provide logistics arrangement for the conduct of corresponding CBMS-related meetings andtraining workshops in the province/city/municipality;

2. Provide as local counterpart fund for the actual data collection, data encoding, dataprocessing and mapping activities, data validation and socio-economic profile (SEP)formulation;

3. Assign personnel preferably from the Planning and Development Office and the members ofLocal Poverty Reduction Action Teams (LPRATs) who will be trained for the variouscomponents of CBMS implementation and in act as lead trainers/resource persons for thesucceeding CBMS workshops for enumerators and encoders in the locality;

4. Facilitate the validation of the results of the survey in all barangays in the municipality;

5. Facilitate integration of CBMS survey results in actual planning and budgeting, programimplementation and impact monitoring activities in the province/city/municipalities; and

6. Document in a written report the findings, of the CBMS survey, including the lessonslearned, best practices and recommendations.

7. Ensure that the project expected outputs as a result of the various activities undertaken aregenerated accordingly to include the following:

o Organized LPRATs in the province and in the municipalities as required per DILG MCNo. 2003-92

o Establishment of databank at the provincial levelo Poverty maps of all barangays and municipalitieso Barangay Socio-Economic Profiles and Development Plans

8. Share with the CBMS Networking Team and with the DILG the CBMS data of the LGUs forinclusion in the repository database at the national and regional level.