Capability-Building on Community-Based Monitoring System

1. Capability-Building on Community-Based Monitoring System Dir. Manuel Q. Gotis Bureau of Local Government Development Department of the Interior and Local Government

2. 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

3. 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

4. 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

5. Integrating the CBMS in the Local Operations Tool to monitor the condition of the communities CBMS Community Based Monitoring System CDP /ELA 3 2 SLGR 1 LGPMS Performance Monitoring Tool System to rationalize Planning with the CDP/ELA as term-based plan CapDev Agenda System to Identify LGU capacities

6. Local Governance Performance Management System • Build a culture of performance highly essentialin 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

7. local legislation; transparency; participation ECONOMIC DEVELOPMENT SOCIAL SERVICES development planning; revenue generation; resource allocation and utilization; financial accountability, customer service; human resources management and development ADMINISTRATION GOVERNANCE health and nutrition; education; housing and basic utilities; peace, security and disaster risk management agriculture and fisheries development; business, enterprise and industry promotion natural resources management; waste management , pollution control and urban land quality ENVIRONMENTAL MANAGEMENT 5 Themed Performance Areas and 17 Sub-Themed Service Areas

8. Dynamic Set of Indicatorsof LGPMS • Clustered along: • Performance • Productivity • State of Development • and organized as: • Checklist Type • Exclusive Type • Percentage Type • Value Type

9. 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

10. 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 ofLocal planning, investment programming, revenue administration, budgeting and expenditure DILG NEDA DBM DOF Working in partnership towards

11. 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

12. 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

13. 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

14. Uses and Applicationof CBMS in various phases of Local Governance

15. 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

16. 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

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

18. 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

19. 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

20. Policy Issuances Supporting the Institutionalization of CBMS

21. 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.

22. 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.

23. 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

24. Status of CBMS Implementation

25. Coverage of CBMS Implementation in the Philippines as of Sept 2007 • 35 provinces • 20 of which are province-wide • 24 cities • 408 municipalities

26. 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

27. Scaling-Up CBMS Implementation

28. 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

29. 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)

30. 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

31. 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)

32. Thank You !