Capability-Building on Community-Based Monitoring System

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Capability-Building on Community-Based Monitoring
System

• Dir. Manuel Q. Gotis
• Bureau of Local Government Development
• Department of the Interior and Local Government

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Outline 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

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CBMS as an Instrument for Local 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

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CBMS as an Instrument for Local Governance

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

Provinces
Cities/Municipalities
Barangay

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

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Integrating the CBMS in the Local Operations

Tool to monitor the condition of the communities
CBMS Community Based Monitoring System
CDP /ELA
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2
SLGR
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LGPMS Performance Monitoring Tool
System to rationalize Planning with the CDP/ELA
as term-based plan
CapDev Agenda
System to Identify LGU capacities
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Local Governance Performance Management 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

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5 Themed Performance Areas and 17 Sub-Themed
Service Areas
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Dynamic Set of Indicatorsof LGPMS

• Clustered along
• Performance
• Productivity
• State of Development
• and organized as
• Checklist Type
• Exclusive Type
• Percentage Type
• Value Type

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

• Department of the Interior and Local Government
• National Economic and Development Authority
• Department of Budget and Management
• Department of Finance

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JMC No. 001 Series of 2007

• Product of collaborative efforts among 4 national
  oversight agencies

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

synchronization of Local planning, investment
programming, revenue administration, budgeting
and expenditure
DILG NEDA DBM DOF
Working in partnership towards
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Joint Memorandum Circular No.001 (March 8, 2007)

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

NEDA
DOF
DILG
DBM

• Strengthen NGA LGU interface

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

• Clarify and spell out responsibilities among
  the Oversight Agencies

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Highlights and Salient Features 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

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EXECUTIVE AND LEGISLATIVE AGENDA (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

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Uses and Applicationof CBMS in various phases
of Local Governance
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Uses 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

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Identifying Eligible 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

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Identifying Eligible Beneficiaries
Simple Composite Poverty IndicatorPasay City
Ranking

• 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 Unattained Indicators
         
1 13 135 17638 8
2 20 201 24233 7
3 20 201 23456 7
4 19 179 621 7
5 19 185 1681 7
6 17 144 14471 7
7 16 148 12339 7
8 16 148 12355 7
9 16 148 12358 7
10 16 148 12387 7
11 16 148 12334 7
12 16 148 12360 7
13 16 148 12382 7
14 15 137 35352 7
15 15 143 28112 7
16 15 143 27957 7
17 13 130 45385 7
18 9 91 8452 7
19 6 43 38054 7
20 6 43 38043 7

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

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Localizing and monitoring of MDGs

• 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

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Policy Issuances Supporting the
Institutionalization of CBMS
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Memorandum Circulars Policy IssuancesSupporting
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.

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Memorandum Circulars Policy IssuancesSupporting
the Use of CBMS

• 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.

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Memorandum Circulars Policy IssuancesSupporting
the Use of CBMS

• 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- HHPQ
• NSCB Approval No. DILG 0513-01- BPQ
• NEDA-SDC Resolution 3, Series 2006
• Adopting the CBMS as an MDG monitoring tool

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Status of CBMS Implementation
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Coverage of CBMS Implementation in the
Philippines as of Sept 2007

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

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Vision 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

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Scaling-Up CBMS Implementation
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Scaling-up CBMS Implementation

• Advocacy and Capacity-Building
• Development Advocacy Materials and Training
  Manuals
• Regional Trainors Training for DILG Regional
  CBMS Focal Teams
• Technical assistance to LGUs implementing CBMS

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Scaling-up CBMS Implementation

• Continuous advocacy to LGUs
• Part of the orientation program for the New
  Elected Officials (NEO)
• 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)

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Scaling-up CBMS Implementation

• Collaboration with other Agencies/Partners
• NAPC, DSWD and NEDA
• MEDCO for Mindanao-wide coverage of CBMS
• Leagues of Municipalities of the Philippines
  (LMP) in LMP pilot sites
• PhilHealth NHIP Indigent Program
• DOH - Fourmula 1 Sites (16 provinces)
• PDRN Minalen and Sto-Tomas, Pampanga
• Kaakbay follow-through for Masbate

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Challenges

• 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)

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Thank You !