Harmonizing Planning, Investment Programming,

Budgeting, Revenue Administration and Expenditure

Management
DEPARTMENT OF THE INTERIOR AND LOCAL GOVERNMENT
Region V
 DILG’s Mandate

DILG is mandated to formulate local

planning guides in coordination with
NEDA and the LGU leagues (Article 182,
ppar. K off the IRR off the LGC off 1991)
99
 NGA Initiatives on Local
Planning and Budgeting
DILG NEDA DBM DOF

RATIONALIZED PROVINCIAL / UPDATED BUDGET REVENUE

PLANNING LOCAL PLANNING & OPERATIONS ADMINIS-
SYSTEM EXPENDITURE MANUAL FOR TRATION
(RPS) MANAGEMENT LGUs (UBOM)
(PLPEM)

LOCAL GOVERNMENT UNITS

Joint Memorandum Circular
No 001 Series of 2007
No.
08 March 2007

Department of the Interior and Local Government

National Economic and Development Authority
Department of Budget and Management
Department of Finance
 Joint Memorandum Circular No.
001
(March 8, 2007)

• Provide guidelines on the

harmonization of local planning,
NEDA investment programming, revenue
DOF
DILG administration, budgeting &
DBM 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
 Highlights and Significant Features of the JMC

ROLES OF OVERSIGHT AGENCIES

• establish and formulate plans, policies and programs to strengthen the technical,
fiscall and
fi d administrative
d i i t ti capabilities
biliti off local
l l governments;
t and d
• continue its advocacy towards a rationalized planning system for adoption by all
cities and municipalities
DILG
• coordinate the formulation of continuing and integrated socioeconomic
development plans, policies and programs which are embodied in the MTPDP,
• formulate the annual and medium-term public investment programs
• monitor and evaluate plan implementation
NEDA • integrate the approved plans of provinces
provinces, highly urbanized cities and
independent component cities in the Regional Development Plan and the MTPDP.

• promote the sound, efficient and effective management and utilization of

government resources
g
• promulgate a budget operations manual for LGUs
DBM
• supervise the revenue operations of all local government units
• promulgate a Manual of Operations for Treasurers
• formulate standards, rules and regulations for the proper
classification, appraisal and assessment of real property
DOF
 Highlights and Significant Features
of the JMC
SYNCHRONIZATION PROCEDURE
B Province – City/Municipality Complementation
B.

„ The province could be the most effective channel for cascading

information and technology to all levels of local government.
government

„ a greater number of technically qualified personnel;

„ has greater resource with which to acquire modern technology

which could be shared with component LGUs;

„ in the best position to effect integration of local plans and

planning processes

„ Provincial Governor is the vital link of the LGUs to the national

government thru the RDC
 Highlights and Significant Features
of the JMC
SYNCHRONIZATION PROCEDURE

B Province – City/Municipality Complementation

B.
„ Technical personnel of the province enjoy direct access to planning
data, expertise and technology which are usually available at the
regional
i l level
l l

„ Power of automatic review of all policies & actions of the component

LGUs by the SP can be utilized to:

¾ effect reconciliation and integration between the plans of

component LGUs and those of the provincial government.

¾ resolve issues between adjoining municipalities including those

conflicting land use proposals and zoning policies and
settlement of boundary disputes.
 Planning Mandates and
Implementing Mechanisms
Plans Definition Main Contents Time-
frame
CLUP Policy guide for the Policies on settlements, protected 10-15
regulation of land uses areas, production areas, and years
embracing the LGU’sLGU s entire infrastructure
territorial jurisdiction
CDP Multi-sectoral plan to Sectoral goals, objectives, strategies, 6 years
promote the general programs, projects and legislative
welfare
lf off the
th LGU.
LGU measures
ELA Term-based component of Sectoral goals, objectives, strategies, 3 years
the CDP prioritized programs and projects,
prioritized legislative
p g measures
LDIP Principal instrument for Prioritized PPAs and program for 3 years
implementing the CDP and planned financing
ELA and to some extent,
certain aspects of the CLUP
AIP One year slice of the LDIP Prioritized PPAs proposed for 1 year
inclusion in the annual local budget.
 Sectoral Plans Integration into the
CDP and CLUP
CLUP
„ Agriculture and Fisheries
Management Plan, including the
Strategic Agriculture and Fisheries
Development Zone (SAFDZ)
„ Forest Management Plan or Forest
Land Use Plan
„ Sustainable Integrated Area
Development Plan or Local Agenda
21
„ Watershed Management Plan
„ Ancestral Domain Sustainable
Development & Protection Plan
„ Protected Area Management Plan
„ Coastal Resources Management Plan
„ Coconut Zone Development Plan
CDP
„ Local Poverty Reduction Action Plan
„ Gender and Development Plan
„ Integrated Area Community Peace & Order
& Public Safety Plan
„ Action Plan for the Council for the
Protection of Children
„ Plan for the Elderly
„ Plan for Health & Family Planning
„ Nutrition Action Plan
„ Local Shelter Plan
„ Annual Culture & Arts Plan Local Tourism
Development
p Plan
„ Food Security Plan
„ Local Entrepreneurship Development Plan
„ Integrated Communication technology Plan
„ Solid Waste Management
g Plan
„ Disaster Management Plan
 What is the Relationship of
ELA to Other LGU Plans?
Long-Term
Comprehensive Land Use Plan
Framework Plan

Zoning Plan/
Ordinance
Medium-Term
Medium Term Comprehensive Barangay Developments
Framework Plan Development Plan & Other Sectoral Plans

Implementation
pe e o
Instruments Executive and Legislative Agenda

Local Development Regulatory Measures

Investment Program

Annual Investment Plan

 J
JMC
DILG
NEDA
Roll-Out
Plan DBM
DOF

Synchronized Planning, Investment Programming,

Budgeting, Revenue Administration and Expenditure
ge e
Management
 Strategies
g of the Roll-Out
P 1 P 2

Basic Orientation Technical Trainings on

on JMC tools/procedures

• Familiarization of the JMC •Hone technical skills on the use/

• Introduction of strategies
for implementation by LGUs
• Cross referencing tools
and approaches
• Springboard for
the technical trainings
application of tools and
instruments as suggested in
various guides of
oversight agencies
 Basic Orientation (p
(phase 1))
Participants Basic Content Unique Content Target dates

Cl t 1
Cluster 1: Managing
M i the
th
Regional Directors implementation 2nd Wk
National Rationale, June 2007
of OAs Objectives and of JMC
Team
Core Messages
(DILG as Cluster
Cl t 2 2:
convenor) NGAs requiring Addressing
Synchronized Local 4th wk
Sectoral Plans and the Multiplicity
Planning and June 2007
Donor Agencies of Plans
Budget Calendar
Cluster 3: Enhancing the
Integrated Framework Starting
LCEs & POs of Province-City/
on 1st wk
Sanggunian Municipality
RPS, PLPEM, August
g 2007
RDC Complementation
CDP Manual,
Structure Cluster 4 UBOM and Rev Admin
(DILG as PPDC, Prov. Budget Officer,
convenor) Prov. Treasurer, Cross-referencing Starting
Chair of Appro. Com. Of Functions and Role
of Tools and 3rd wk
Sanggunian of Oversight Agencies
Approaches August 2007
+
City and munis counterpart
 Technical trainings on tools
and procedures (Phase 2)
Participants Content

PPDC, Tools on planning and

Provincial i
investment
t t programming
i
DILG Budget Officer,
Provincial Treasurer , Tools and procedures
NEDA Assessor
Assessor,
Integrative on budgeting and
Starting
Accountant & 3rd wk
Framework expenditure Aug 2007
DBM Chair of LFC management
+
DOF counterparts in
component Tools and approaches on
(individually or
jointly) cities/municipalities revenue administration
 JMC
Roll-
Roll-Out
Plan

Thank you!