department of finance bureau of local government finance lgu pfm2 progress report may 2013 to june...
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Department of Finance
BUREAU OF LOCAL GOVERNMENT FINANCE
LGU PFM2 PROGRESS REPORTMay 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
ACTUAL DATE COMPLETED
TARGET DATE OF
COMPLETION
1. Enhance LGFMS & Manuals on LGFPMS & SRE Regional Analysis
• Technical Editing Completed
December 2013
May 2016
2. Enhance LGU Income Re-classification 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
8 November 2013
September 2014
23 February 2015
June 2016
What has been accomplished to date?ACTIVITIES OPE1/OPE2
SPECIFIC ACCOMPLISHMENT
ACTUAL DATE COMPLETED
TARGET DATE OF
COMPLETION
Con’t.• Draft bill has
been filed to the House under House Bill No. 5656
8 April 2015 June 2016
3. Updated Local Treasury Operations Manual (LTOM)
• 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-LTOM-TWG
• Meeting to Review the LTOM
April-June 2014
22-24 Oct 2014
27-29 May 2015
22-26June 2015
June 2016
What has been accomplished to date?ACTIVITIES OPE1/OPE2
SPECIFIC ACCOMPLISHMENT
ACTUAL DATE COMPLETED
TARGET DATE OF
COMPLETION
4. Enhance Manual on Evaluation of Local Treasury Operations of LGUs (MELTO)
• 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 & 10Regions 11,12 & CARAGARegions 1,2,3 & CARRegions 4a,4b,5 & 6
April 2014
August 20144-6 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
October 2015
What has been accomplished to date?ACTIVITIES OPE1/OPE2
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 non-computerized LGUs for finalization
• Pilot testing of the AEEMM (non-computerized LGUs) nationwide thru BLGF Regional Offices
February 2014
June 2014
July 2014
25-28 November 2014
Continuing
October 2015
What has been accomplished to date?ACTIVITIES OPE1/OPE2
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
25-28 November 2014
9-13 February 2015
&23-27 February
2015
October 2015
What has been accomplished to date?ACTIVITIES OPE1/OPE2
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
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 2013July 2013
July 2013 – April 2014
January 2014
June 2015
ACTIVITIES OPE1/OPE2
SPECIFIC ACCOMPLISHMENT
ACTUAL DATE COMPLETED
TARGET DATE OF
COMPLETION
What has been accomplished to date?ACTIVITIES OPE1/OPE2
SPECIFIC ACCOMPLISHMENT
ACTUAL DATE COMPLETED
TARGET DATE OF
COMPLETION
8. Cont. Of Enhance e-SRE System
• Training Workshop on eSRE Technical Training Plan for BLGF Technical Resources
• Expert Panel Review of the Draft SRE Manual
• Review and finalize the updated SRE Manual
• Pilot testing of Revenue and Cash Flow Forecasting Template
• Issuance of Department Order No. 059-2015 dated May 28, 2015
27-28 Feb. 2014
20-23 June, 2014
16 February 2015
27-28 April 2015
28 May 2015
June 2015
ACTIVITIES OPE1/OPE2
SPECIFIC ACCOMPLISHMENT
ACTUAL DATE COMPLETED
TARGET DATE OF
COMPLETION
What has been accomplished to date?ACTIVITIES OPE1/OPE2
SPECIFIC ACCOMPLISHMENT
ACTUAL DATE COMPLETED
TARGET DATE OF
COMPLETION
9. eSRE Based Treasurer’s Performance Rating
• 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
November 2013
February 2014
May 2014
June 2014
August 2014
20 January 2015
June 2016
What has been accomplished to date?ACTIVITIES OPE1/OPE2
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
October- December
2014
May 2016
11.Interrelated Activities:• LGU Policy
Agenda and Action Plan (LGU PFM Roadmap
• Attended Consultation Workshops
April 2014
What are the remaining project activities in the pipeline?
ACTIVITIES OPE3 (July 2015 to June 2016)
TARGET DATE OF COMPLETION
1. Examination of local treasurers
2. Enhancement of Resource Mobilization Manual
3. Financial Monitoring System
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 Activities
1 Upscaling of parcel based land information initiatives in mature LGUs & adoption by new LGUs
- 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