Chapter 5 Batangas City Local Development Investment Program

Chapter
5
Batangas City Local Development Investment
Program
Investment programming consists of three (3) main streams, namely: 1) ranking of

projects using the Goal-Achievement Matrix, 2) determining the level of investible
funds, and 3) matching and iteration. However, due to the fact that the
interventions identified during the last workshop, which are aimed at addressing
development issues, are not necessarily just projects (some may be through
legislation, or just the enhancement of services), the conduct of some pre-LDIP
activities is in order.
5.1 PRE-LDIP ACTIVITIES
5.1.1 Sifting of Programs and Projects
The first activity is the sifting of programs and projects, or determining whether the
intervention is indeed a program or project, or legislation or simply a service or
enhancement of an existing service. The participants were first given some
guidelines (from the Rationalized Local Planning System developed by Prof.
Serote) to help them in sorting out which among the list of interventions are
projects and which are non-projects. These are the following:
Projects
 Have specific life cycle;
 Have definite start and completion points with calendar dates;
 Can be abruptly terminated if goals are not met; always terminated when
the project is completed;
 Often unique; not done before; not repeated when completed;
 Total effort must be completed within fixed budget and schedule;
 Involves multidisciplinary skills from different departments or organizations
which may change from one life cycle to another;
 Rate and type of expenditure constantly changing; and
 Basically dynamic in nature
Non Projects
 Continuous life from year to year;
 No specific event tied to calendar dates other than fiscal year budgets;
 Assured of continuous function even in a major reorganization;
Updating/Revision of the Batangas City
Ten Year Comprehensive Development Plan,
Land Use Plan, and Zoning Ordinance for CY 2008 – 2018
Chapter 5. BATANGAS CITY LOCAL DEVELOPMENT INVESTMENT PROGRAM
 Usually involves performance of well-established functions and tasks are

only slightly different from past efforts;
 Maximum work is performed within the annual budget ceiling;
 Prediction of annual expenditure is relatively simple;
 Involves one or a few interrelated skills and disciplines within one well-
defined stable organization;
 Relatively constant rate and type of expenditure; and
 Basically steady state in nature.
The so-called non-projects may be services or “regular functions of a given office

to be performed by the regular staff of that office using its existing facilities and
budget.” These need not be included in the LDIP but are carried out through the
maintenance and other operating expenditures (MOEE) of the relevant offices or
departments. The other non-projects are legislations or local ordinances that must
be passed by the City Council or executive orders that must be issued by the local
chief executive or the Mayor.
5.1.2 Identifying Ownership
All the identified programs and projects were further sifted to distinguish which is
“owned” or would be funded by the City. The participants were asked to determine
whether the programs and projects were for the national government, local
government or private sector/ nongovernment organizations to fund.
Each sector was given the following form during the workshop. They were also
encouraged to add interventions in the list. Furthermore, the sectors were also
tasked to identify the funding requirements of each project, as well as the
percentage share of the local government unit in cases of joint projects.
The workshop for the Institutional Sector was different from the others since the
sector was able to screen the interventions into projects only in the earlier
workshop on goals, objectives and projects identification. Thus, the Sector only
needs to fill-up the cost estimates of the projects that they previously identified,
and then add some more projects that they see as necessary.
The results of the workshop are reflected in Table 5.5.
Final Report 5 - 2
Table 5.1
Sifting Form - Listing of Proposed Projects
(Social Sector)
PROGRAMS/PROJECTS
No. Project Title Private/ SERVICES LEGISLATION
National Local
NGO
1-1 Expansion of the National Health Insurance Program *
1-2 Compliance with Philhealth Accreditation Standards for Health Facilities *
1-3 Campaign for Healthy Lifestyle and Management of Health Risks *
1-4 Establishment of Disease-Free Zones and Intensification of Disease
*(w/ private)
Prevention and Control
1-5 Maternal and Child Health Programs *
1-6 Intensified Nutrition Program *
1-7 Scholarships for High School and College Students *
1-8 Public-Private Sector Collaboration on Classroom Construction *
1-9 Strengthen Teacher Capability in ENSCIMA *
1-10 Integration of ICT in the Learning Areas *
1-11 Establishment of a Technical-Vocational Education and Training (TVET)
*
Program
1-12 Strengthening the City Government’s Housing Program *
1-13 Bahay Pag-asa *
1-14 Strengthening Women and Youth-Oriented Programs *
1-15 Support for Persons with Disability and for Senior Citizens *
1-16 Strengthening Protective Services *
1-17 Development of Recreation Areas and Leisure Facilities *
1-18 Complete Civil Registration of Batangas City Residents *
Youth Welfare & Dev't Program
Construction of Pagamutan Bayan
Community Learning Center/Alternative Learning System
Physical Fitness & Dev't Facility
Construction of Civil Registrar's Office (building)
Ordinance re: migrants *
Final Report 5 - 3
Table 5.2
(Economic Sector)
PROGRAMS/PROJECTS
National Local
NGO
2-1 Livelihood Project for Fisherfolk *
2-2 Tourism Master Planning *
2-3 Skills Inventory and Mapping in Bats City *
2-4 Feasibility Study on the Establishment of an Integrated
*
Processing Plant
2-5 Benchmarking of Cooperatives in Asia *
2-6 Upgrading of the City Slaughterhouse
Feasibility Study on the Establishment of Cold Storage
Facilities
Upgrading of Public Market Building
Upgrading of Local Products
Final Report 5 - 4
Table 5.3
(Environmental Sector)
PROGRAMS/PROJECTS
National Local
NGO
3-1 Air and Water Pollution Control and Monitoring Project
(establishment of air and water quality sampling/monitoring *
stations)
3-2 Urban Green Parks Establishment *
3-3 Forest and Watershed Areas Management *
3-4 Coastal clean-up *
3-5 Zoning of City Coastal Waters *
3-6 Mangrove Reforestation *
3-7 Protection of Natural and Built Coral Reefs and Other
*
Marine Resources
3-8 Monitoring of Mining Activities *
3-9 Solid Waste Management
3-10 Sanitary Landfill Construction * *
3-11 Operationalize MRFs in all barangays *
3-12 Solid waste disposal and recycling in Verde Island *
3-13 Environmental Education *
Establishment of City Environmental Laboratory
Hazardous & Chemical Management
Calumpang River Rehab & Habitat Mgt.
Centralized Sewerage System
Adoption & Implementation of Environment Code
Final Report 5 - 5
Table 5.4
(Traffic/Infrastructure Sector)
PROGRAMS/PROJECTS
No. Project Title SERVICES LEGISLATION
National Local Private/NGO
4-1 Construction of Calumpang Bridge 3 /
4-2 Construction of Roundabout (Rotonda) at SM Shell Junction /
4-3 Construction of Viaduct between Sta. Clara and Bay Road via Malitam /
4-4 Construction of Pedestrian Overpasses /
4-5 Road Safety Education for Grade 6 Elementary and 4th Year High School Students /
4-6 Conduct of Public Transport Strategy Study / /
4-7 Traffic Signal System Improvement Project / /
4-8 Feasibility Study of Sta. Clara – Bay Road Viaduct /
4-9 Feasibility Study of Integrated Transport Terminal /
4-10 Feasibility Study of Parking Building at Old Market /
4-11 Establishment of Batangas City Water Commission / /
4-12 Highway 17 (Calicanto-Sta. Rita) Mainline Rehabilitation / /
4-13 Extension of Lateral Pipelines in Sta. Rita Karsada, Bolbok, Libjo and San Isidro / /
4-14 Batangas City – Tabangao Pipelines / /
4-15 Poblacion Selected ACP Lines Rehabilitation / /
4-16 Water Supply & Distribution System Master Plan / /
4-17 Batangas City Drainage Master Plan / /
4-18 Poblacion Drainage Rehabilitation /
4-19 Poblacion Sewerage Project Phase 1 /
4-20 Batangas City Energy Information & Education Campaign / /
Construction of dike along Calumpang river /
Opening of road from Pallocan Silangan Gulod to Star Tollway / /
Road widening of Banaba South /
Opening and widening of barangay roads /
South railway transport system /
Construction of oval at Batangas City Sports Center /
Construction of Pagamutan Bayan /
Construction of dormitory Batangas City Sports Center /
Construction of parking building /
Rehabilitation and improvement of city hall complex /
Construction of welcome signs /
Construction of Colegio ng Lungsod ng Batangas Complex /
Streetlighting /
Final Report 5 - 6
Table 5.5
(Institutional Sector)
PROGRAMS/PROJECTS
National Local
NGO
5-1 Management Information System Project *
5-3 Organizational Study *
5-4 Capability Building for Local Planning Project *
5-5 Capability Building for Local Fiscal Administration *
5-6 Advanced Local Planning Capacity Enhancement Project *
5-7 Permanent One-Stop Shop
5-8 Citizen's Charter (includes Manual of Operation)
5-10 Information Campaign for the Accreditation of NGOs
5-11 Adoption & implementation of a City Investment Code
Final Report 5 - 7
Table 5.6
Listing of Proposed Projects
(Sifted and Owned by the City Government)
Time Cost Funding
Duration
No. Sector Project Title Frame Implementor Estimate Source
Yrs. Mos. (S,M,L) (PhP)
1-1 Social Bahay Pag-asa 3 L CityGovernment, DSWD, other 5,000,000.00 National Gov’t.
provinces/ municipalities/ cities (DSWD)
1-2 Social Community Learning Center/ M DepEd, Batangas City Gov't. 10,000,000.00 DepEd/City
Alternative Learning System Government
1-3 Social Construction of Civil Registrar's M Batangas City Gov't. 10,000,000.00 City Government
Office (building)
2-1 Economic Livelihood Project for Fisherfolk 2 M Local Government of Batangas 3,000,000.00 City Government
City and Concerned Barangays,
Private Sector
2-2 Economic Tourism Master Planning 6 S City Investment and Tourism 3,000,000.00 City Government
Office
2-3 Economic Feasibility Study on the 6 S Office of the City Veterinary and 3,000,000.00 City Government
Establishment of an Integrated Agricultural Services and City
Processing Plant Planning and Development Office
(CPDO)
2-4 Economic Benchmarking of Cooperatives 3 M OCVAS Cooperatives Division, 1,250,000.00 City Government
in Asia Selected Cooperatives
2-5 Economic Upgrading of the City 2 M City Market Office 20,000,000.00 City Government
Slaughterhouse
2-6 Economic Feasibility Study for the 3 S CPDO, Market, OCVAS 2,000,000.00 City Government
Establishment of Cold Storage
Facilities
2-7 Economic Upgrading of Public Market 1 S CEO, City Market 10,000,000.00 City Government
Building (DJPMM)
Final Report 5 - 8
Time Funding
Duration Cost Estimate
No. Sector Project Title Frame Implementor Source
(PhP)
Yrs. Mos. (S,M,L)
3-1 Environ- Urban Green Parks 3 to M City Government – City ENRO 22,000,000.00 City Government/
mental Establishment 4 Private Sector
3-2 Environ- Mangrove Reforestation 1 to S City ENRO, Industries, NGOs, 1,750,000.00 City Government/
mental 3 Fishermen Organizations, and DOE ER 1-94/
DENR CENRO or PENRO Barangays
3-3 Environ- Sanitary Landfill Construction 3 M City Government 284,200,000.00 City Government/
mental DOE ER 1-94
3-4 Environ- Establishment of City 1 to M City ENRO 70,000,000.00 City Government/
mental Environmental Laboratory 5 DENR
3-5 Environ- Calumpang River Rehab & 6 to L City Government 70,000,000.00 City Government/
mental Habitat Mgt. 10 National Gov’t.
3-6 Environ- Centralized Sewerage System 6 to L City Government 70,000,000.00 City Government/
mental 10 National Gov’t.
4-1 Traffic/ Construction of Roundabout 6 M City Government 15,000,000.00 National Govt./
Infra (Rotonda) at SM Shell Junction DPWH
4-2 Traffic/ Construction of Pedestrian 6 M City Government 4,000,000.00 City Government/
Infra Overpasses National Gov’t.
4-3 Traffic/ Traffic Signal System 2 S City Government 50,000,000.00 City
Infra Improvement Project Government
4-4 Traffic/ Feasibility Study of Sta. Clara – 6 S City Government 1,500,000.00 National Gov’t.
Infra Bay Road Viaduct (DPWH)
4-5 Traffic/ Feasibility Study of Integrated 4 S City Government 1,000,000.00 City Government/
Infra Transport Terminal National Gov’t.
4-6 Traffic/ Feasibility Study of Parking 4 S City Government 1,000,000.00 City Government/
Infra Building at Old Market National Gov’t.
4-7 Traffic/ Highway 17 (Calicanto-Sta. 6.5 S Batangas City Water District 4,000,000.00 BCWD
Infra Rita) Mainline Rehabilitation
4-8 Traffic/ Extension of Lateral Pipelines 10 S Batangas City Water District 4,000,000.00 BCWD
Infra in Sta. Rita Karsada, Bolbok,
Libjo and San Isidro
4-9 Traffic/ Batangas City – Tabangao 3 S Batangas City Water District 500,000.00 BCWD
Infra Pipelines
Final Report 5 - 9
Time Funding
(PhP)
Yrs. Mos. (S,M,L)
4-10 Traffic/ Poblacion Selected ACP Lines 3-5 M Batangas City Water District 80,000,000.00 BCWD
Infra Rehabilitation
4-11 Traffic/ Water Supply & Distribution 1 S Proposed Batangas City Water 10,000,000.00 BCWD/
Infra System Master Plan Commission or under the CPDO City Government
in cooperation with the BCWD,
RWSA and CEO
4-12 Traffic/ Batangas City Drainage Master 8 S CPDO 5,000,000.00 City Government/
Infra Plan National Gov’t.
4-13 Traffic/ Poblacion Drainage 5 M CPDO & CEO 60,000,000.00 City Government/
Infra Rehabilitation National Gov’t.
4-14 Traffic/ Poblacion Sewerage Project 3 M CPDO and CEO 75,000,000.00 City Government/
Infra Phase 1 National Gov’t.
4-15 Traffic/ Construction of dike along L DPWH 100,000,000.00 National Gov’t./
Infra Calumpang river (DPWH)
4-16 Traffic/ Opening of road from Pallocan L DPWH 40,000,000.00 National Gov’t.
Infra Silangan Gulod to Star Tollway
4-17 Traffic/ Road widening of Banaba L City Government/DPWH 50,000,000.00 City Government/
Infra South DPWH
4-18 Traffic/ Opening and widening of M-L City Government 100,000,000.00 City Government/
Infra barangay roads DOE ER 1-94
4-19 Traffic/ Chanelization of Calicanto - Completed- City Government 50,000,000.00 Completed
Infra Junction City Government
4-20 Traffic/ Construction of oval at S-M City Government 175,000,000.00 City Government
Infra Batangas City Sports Center
4-21 Traffic/ Construction of Pagamutan S Completed- City Government 12,000,000.00 Completed
Infra Bayan City Government
4-22 Traffic/ Fire Department Building S Completed- National 4,000,000.00 Completed
Infra Construction Government National Gov’t.
4-23 Traffic/ Construction of dormitory M City Government 10,000,000.00 City Government
Infra Batangas City Sports Center
Final Report 5 - 10
Time Funding
(PhP)
Yrs. Mos. (S,M,L)
4-24 Traffic/ Construction of parking building M-L City Government/Private Sector 200,000.00 City Government/
Infra Private Sector
4-25 Traffic/ Rehabilitation and improvement M-L City Government 250,000,000.00 City Government
Infra of city hall complex
4-26 Traffic/ Construction of welcome signs M-L City Government 12,000,000.00 City Government
Infra
4-27 Traffic/ Street lighting S City Government 50,000,000.00 City Government
Infra
5-1 Institutio- Management Information 3 S Public Information Officer; 20,000,000.00 City Government
nal System Project Mayor's Ofc., relevant depts.
5-2 Institutio- Organizational Study 6 S City Personnel Office 1,000,000.00 City Government
nal
5-3 Institutio- Capability Building for Local 10 S Office of the City Planning and 1,000,000.00 City Government
nal Planning Project days Development Coordinator
5-4 Institutio- Capability Building for Local 5 S Office of the City Treasurer 1,000,000.00 City Government
nal Fiscal Administration days
5-5 Institutio- Advanced Local Planning 3 S Office of the City Planning and 3,000,000.00 City Government
nal Capacity Enhancement Project Development Coordinator
5-6 Institutio- Orientation-Workshop for the 3 3 SP & DILG or LGA 1,000,000.00 City Government
nal Newly Elected Members of the days
Sanggunian
Final Report 5 - 11
5.2 LDIP ACTIVITIES
Stream 1: Ranking of Projects using GAM
After the projects were sifted and the ownerships were identified, those projects
that belong to city government are ranked by the members of societal groups.
This activity, called the Goal Achievement Matrix (GAM), was designed to provide
a venue for the participants to vote for their biases and preferences to projects
that directly affects the causes and welfare of the societal groups to which they
belong.
In this activity, the participants were asked to rate each project from 0 to 5, five
being the highest, opposite each of the identified goals of the city (Figure 5.6). The
rating would be based on their idea as to how a particular project will contribute to
the attainment of a certain goal. The assignment of numerical values and its
equivalent is shown below:
5 : project contributes greatly to the attainment of the goal

4 : project contributes significantly to the attainment of the goal
3: project contributes fairly to the attainment of the goal
2: project contributes moderately to the attainment of the goal
1 : project contributes slightly to the attainment of the goal
0: project does not contribute to the attainment of the goal
After the projects are given scores by all the members of societal groups, the
facilitators tallied the scores given by the participants to each project. The projects
were then ranked according to which had garnered the highest score down to
which had the lowest score. The ranking of projects after the activity is shown in
Table 5.7.
The city government introduced additional priority projects and requested the
facilitators to allow them to rank those projects using the GAM (highlighted in
Figure 5.8). The scores of those projects are then combined with the scores of the
projects first submitted to the GAM activity. After combining the additional projects
to the list of proposed sectoral projects, there were changes in the rankings of
projects as shown in Figure 5.8. However, all projects are still considered priority
projects and nothing was removed from the first ranked list.
Final Report 5 - 12
Figure 5.1
Goal Achievement Matrix Form
GOAL ACHIEVEMENT MATRIX
Instructions: Rate each proposed project using the following scale:
3 : project contributes greatly to the attainment of the goal 0 : project does not contribute to the attainment of the goal
2 : project contributes moderately to the attainment of the goal -1 : project slightly inconsistent of the goal
1 : project contributes slightly to the attainment of the goal -2 : project moderately inconsistent of the goal
-3 : project greatly contradicts the goal
Goals
1. To ensure that families 2. To increase 3. To improve the quality 4. To provide adequate, 5. To enhance the
live in a peaceful, employment and of the natural and built efficient, safe, and effectiveness, efficiency
orderly community with household income, and environments and environment-friendly & productivity of the
decent homes, and to reduce poverty maintain the transportation & LGU bureaucracy in
Projects enable residents to be incidence among the ecological services of utilities and responding to the TOTAL
responsible for their population the City’s air, water, infrastructure development needs
personal, health and land and marine systems that will and problems of the
social responsibilities environments to support the various city, and increase the
through proper support sustainable activities of the financial autonomy of
education and basic development residents within the the city in implementing
life skills City programs and projects
Final Report 5 - 13
Table 5.7
Ranked List of Projects
Old COST ESTIMATE
Project Title Sector
Rank Individual Accumulated
1 Poblacion Drainage Rehabilitation Infra/Transport 60,000,000.00 60,000,000
2 Batangas City Drainage Master Plan Infra/Transport 5,000,000.00 65,000,000
2 Construction of Dike at Calumpang River Infra/Transport 100,000,000.00 165,000,000
3 Centralized Sewerage System Infra/Transport 70,000,000.00 235,000,000
4 Opening and Widening of Brgy Roads Infra/Transport 50,000,000.00 285,000,000
5 Construction of Clinica ng Bayan Infra/Transport 12,000,000.00 297,000,000
6 Opening of Road (Pallocan Sil/Gulod/STAR) Infra/Transport 40,000,000.00 337,000,000
7 Livelihood Project for Fisherfolk Economic 3,000,000.00 340,000,000
8 Upgrading of the City Slaughterhouse Economic 20,000,000.00 360,000,000
9 Calumpang River Rehabilitation and Habitat Management Infra/Transport 70,000,000.00 430,000,000
9 Poblacion Sewerage Project Phase 1 Infra/Transport 75,000,000.00 505,000,000
10 Water Supply & Distribution System Master Plan Infra/Transport 10,000,000.00 515,000,000
11 Batangas City Learning Center/ Alternative Learning System Social 10,000,000.00 525,000,000
12 Urban Green Parks Establishment Environment 22,000,000.00 547,000,000
13 Road Widening of Banaba South Infra/Transport 50,000,000.00 597,000,000
14 Upgrading of Don Julian Pastor Memorial Market Economic 10,000,000.00 607,000,000
15 Construction of Roundabout (Rotonda) at SM Shell Junction Infra/Transport 15,000,000.00 622,000,000
16 Tourism Master Planning Economic 3,000,000.00 625,000,000
16 Sanitary Landfill Construction Environment 284,200,000.00 909,200,000
16 Feasibility Study of Sta. Clara – Bay Road Viaduct Infra/Transport 1,500,000.00 910,700,000
17 Fire Department Building Infra/Transport 4,000,000.00 914,700,000
18 Construction of Pedestrian Overpasses Infra/Transport 4,000,000.00 918,700,000
19 Street Lighting Infra/Transport 50,000,000.00 968,700,000
20 Feasibility Study of Integrated Transport Terminal Infra/Transport 1,000,000.00 969,700,000
21 Rehabilitation of City Hall Infra/Transport 700,000,000.00 1,669,700,000
22 Highway 17 (Calicanto-Sta. Rita) Mainline Rehabilitation Infra/Transport 4,000,000.00 1,673,700,000
22 Management Information System Institutional 20,000,000.00 1,693,700,000
Final Report 5 - 14
Old COST ESTIMATE

Project Title Sector
Rank Individual Accumulated
23 Construction of Parking Building Infra/Transport 200,000.00 1,693,900,000
24 Extension of Lateral Pipelines in Sta. Rita Karsada, Bolbok, Libjo and San Infra/Transport 4,000,000.00 1,697,900,000
Isidro
25 Feasibility Study on the Establishment of anIntegrated Processing Plant Economic 3,000,000.00 1,700,900,000
25 Feasibility Study of Parking Building at Old Market Infra/Transport 1,000,000.00 1,701,900,000
26 Mangrove Reforestation Environment 1,750,000.00 1,703,650,000
27 Traffic Signal System Improvement Project Infra/Transport 50,000,000.00 1,753,650,000
28 Establishment of City Environmental Laboratory Environment 70,000,000.00 1,823,650,000
29 Batangas City – Tabangao Pipelines Infra/Transport 500,000.00 1,824,150,000
29 Chanelization of Calicanto Junction Infra/Transport 100,000,000.00 1,924,150,000
30 Construction of Oval and Stadium' Infra/Transport 175,000,000.00 2,099,150,000
31 Poblacion Selected ACP Lines Rehabilitation Infra/Transport 80,000,000.00 2,179,150,000
32 Advanced Local Planning Capacity Enhancement Project Institutional 3,000,000.00 2,182,150,000
33 Benchmarking of Cooperatives in Asia Economic 1,250,000.00 2,183,400,000
34 Capability Building for Local Planning Project Institutional 1,000,000.00 2,184,400,000
35 Bahay Pag-Asa Social 5,000,000.00 2,189,400,000
36 Construction of Dormitory Infra/Transport 10,000,000.00 2,199,400,000
37 Feasibility Study on the Establishment of Cold Storage Facilities Economic 2,000,000.00 2,201,400,000
38 Construction of CRO Building Social 10,000,000.00 2,211,400,000
39 Capability Building for Local Fiscal Administration Institutional 1,000,000.00 2,212,400,000
40 Orientation/Workshop for Newly-Elected Sanggunian Members Institutional 1,000,000.00 2,213,400,000
41 Organizational Study Institutional 1,000,000.00 2,214,400,000
42 Construction of Welcome Signs Infra/Transport 12,000,000.00 2,226,400,000
Final Report 5 - 15
Figure 5.8
Ranked List of Projects (with additions)
Rank Project Title Sector
1 City Government Housing Project
2 Construction of Waterworks Project in different
barangays
2 Poblacion Drainage Rehabilitation Infra/Transport
3 Construction of Colegio ng Lungsod ng Batangas
Building and other Facilities at the New Site in
Barangay Sampaga Batangas City
4 Batangas City Drainage Master Plan Infra/Transport
4 Construction of Dike at Calumpang River Infra/Transport
5 Centralized Sewerage System Infra/Transport
6 Opening and Widening of Brgy Roads Infra/Transport
7 Construction of Clinica ng Bayan Infra/Transport
8 Opening of Road (Pallocan Sil/Gulod/STAR) Infra/Transport
9 Feasibility Study of Calumpang Bridge 3
10 Feasibility Study of New Road from Pallocan
silangan/Gulod to Star Tollway
11 Livelihood Project for Fisherfolk Economic
12 Upgrading of the City Slaughterhouse Economic
13 Calumpang River Rehabilitation and Habitat Infra/Transport
Management
13 Poblacion Sewerage Project Phase 1 Infra/Transport
14 Water Supply & Distribution System Master Plan Infra/Transport
15 Construction of Rotonda at Gulod Junction
16 Feasibility Study of Calumpang River Dike
17 Batangas City Learning Center/ Alternative Learning Social
System
18 Urban Green Parks Establishment Environment
18 Conduct of Public Transport Strategy Study
19 Road Widening of Banaba South Infra/Transport
20 Upgrading of Don Julian Pastor Memorial Market Economic
21 Construction of Roundabout (Rotonda) at SM Shell Infra/Transport
Junction
22 Channelization of Pallocan-Libjo National Highway
Junction
23 Tourism Master Planning Economic
23 Sanitary Landfill Construction Environment
23 Feasibility Study of Sta. Clara – Bay Road Viaduct Infra/Transport
24 Fire Department Building Infra/Transport
25 Construction of Pedestrian Overpasses Infra/Transport
26 Street Lighting Infra/Transport
27 Feasibility Study of Integrated Transport Terminal Infra/Transport
28 Geometric Improvement of BIR Road-P. Herrera
Junction
Final Report 5 - 16
Rank Project Title Sector

29 Rehabilitation of City Hall Infra/Transport
30 Highway 17 (Calicanto-Sta. Rita) Mainline Infra/Transport
Rehabilitation
30 Management Information System Institutional
31 Construction of Parking Building Infra/Transport
32 Extension of Lateral Pipelines in Sta. Rita Karsada, Infra/Transport
Bolbok, Libjo and San Isidro
33 Feasibility Study on the Establishment of anIntegrated Economic
Processing Plant
33 Feasibility Study of Parking Building at Old Market Infra/Transport
34 Mangrove Reforestation Environment
35 Traffic Signal System Improvement Project Infra/Transport
36 Establishment of City Environmental Laboratory Environment
37 Batangas City – Tabangao Pipelines Infra/Transport
37 Chanelization of Calicanto Junction Infra/Transport
38 Construction of Oval and Stadium' Infra/Transport
39 Poblacion Selected ACP Lines Rehabilitation Infra/Transport
40 Advanced Local Planning Capacity Enhancement Institutional
Project
41 Benchmarking of Cooperatives in Asia Economic
42 Capability Building for Local Planning Project Institutional
43 Bahay Pag-Asa Social
44 Construction of Dormitory Infra/Transport
45 Feasibility Study on the Establishment of Cold Storage Economic
Facilities
46 Construction of CRO Building Social
47 Capability Building for Local Fiscal Administration Institutional
48 Orientation/Workshop for Newly-Elected Sanggunian Institutional
Members
49 Organizational Study Institutional
50 Construction of Welcome Signs Infra/Transport
Stemming from a suggestion to solicit the consultants’ own ranking of projects, the
consultants also subjected the list of projects to the GAM method. However, those
top 15 projects that were already identified as priority during the previous GAM
workshops have been omitted from the list. Table 5.10 shows the consultants’
ranking of the projects using the GAM.
Final Report 5 - 17
Table 5.9
Ranked List of Projects - Consultants
Rank Projects Titles
1 Sanitary Landfill Construction
2 Poblacion Sewerage Project Phase 1
3 Management Information System
4 Establishment of Centralized Sewerage System
5 Advanced Local Planning Capacity Enhancement Project
6 Conduct of Water Supply & Distribution System Master Plan
7 Livelihood Project for Fisherfolk
8 Capability Building for Local Fiscal Administration
9 Capability Building for Local Planning Project
10 Institutionalization of GIS for the City Government
11 Opening and Widening of Brgy Roads
12 Rehabilitation of Water Supply Lines in the Poblacion
13 Urban Green Parks Establishment
14 Conduct of Water Zonation Study
15 Geometric Improvement of BIR Road-P. Herrera Junction
16 Calumpang River Rehabilitation and Habitat Management
17 Conduct of Skills Inventory & Mapping Study
Extension of Lateral Water Pipelines in Sta. Rita Karsada, Bolbok, Libjo and
18
San Isidro
19 Traffic Signal System Improvement Project
20 Highway 17 (Calicanto-Sta. Rita) Water Mainline Rehabilitation
21 Establishment of City Environmental Laboratory
22 Widening of By-Pass Road in Banaba South
23 Conduct of Tourism Master Plan Study
24 Geometric Improvement of Gulod Junction
25 Conduct of Study on Benchmarking of Cooperatives in Asia
26 Feasibility Study of Integrated Transport Terminal
27 Geometric Improvement of Calicanto Junction
28 Geometric Improvement of Pallocan-Libjo National Highway Junction
29 Mangrove Reforestation
30 Feasibility Study on the Establishment of an Integrated Food Processing Plant
31 Batangas City – Tabangao Water Pipelines
32 Feasibility Study of By-Pass Road from Gulod to STAR Tollway
33 Rehabilitation of City Hall Building & Facilities
34 Feasibility Study of Calumpang Bridge 3
35 Feasibility Study of Sta. Clara – Bay Road By-Pass Road
36 Establishment of Bahay Pag-Asa
37 Orientation/Workshop for Newly-Elected Sanggunian Members
38 Feasibility Study of Parking Building at Old Market
39 Conduct of Public Transport Strategy Study
40 Construction of Sports Oval and Stadium
41 Construction of Dormitory at Sports Complex
42 Feasibility Study of Calumpang River Dike
43 Organizational Study for the City Government
Final Report 5 - 18
The ranking result of the GAM made by the consultants shows deviations from the
ranking which was made by the stakeholders. Although there are some
discrepancies, the City Development Council will have the discretion as to which
version – the stakeholders’ and/or the consultants’ – will be adopted.
The ultimate choice of which projects to implement in the next ten years will be
shaped by the events and developments that will take place in the planning
horizon. The projects list is expected to be fluid in the years to come, considering
the events and dynamics that will occur in the future. The list will just serve as a
collection of project ideas that the LGU may choose from for the years 4 through
10.
Stream 2: Determining the Level of Investible Funds
Trend analysis was used in determining the amount of funds that may be invested
in development projects. In this case, historical data (from 1998 to 2008) of
income and expenses were reviewed data and used as inputs in order to project
the level of income and expenses for the next ten years – 2009 until 2018. In
trending, it is simply assumed that the level of growth or decline in both the City’s
income and expenses in the last ten years will just continue for the next years to
come. The graph in s Figure 5.2 shows an upward trend in both items, although it
can be noted that the rate of growth of income is steeper or greater than that of
expenses; hence a wider gap is noticeable by the year 2018.
Figure 5.2
Historical and Projected Income and Expenses (1998 – 2018)
3,000,000,000
2,500,000,000
2,000,000,000
Amount
1,500,000,000
1,000,000,000
500,000,000
0
98
00
02
04
06
08
09
11
13
15
17
19
20
20
20
20
20
20
20
20
20
20
Fiscal Year
Income Expenses
Final Report 5 - 19
Tables 5.10 and 5.11 show the exact amounts of the City’s income and expenses
since 1998. Also reflected are the excess and deficit for each year, and from
2009 until 2018, also showed the cumulative total which is around 3.2 billion
pesos in savings. The salary increase adjustments amounting to 25% annually for
the next four years for the city’s workforce are also incorporated in the projection
of the City’s expenses.
Table 5.10
Batangas City Income and Expenses (1998 – 2008)
Fiscal
Income Expenses Excess/ Deficit
Year
1998 461,777,934 488,594,276 (26,816,342.30)
1999 506,421,777 425,180,832 81,240,944.93
2000 546,692,565 486,285,956 60,406,608.87
2001 725,381,257 547,390,135 177,991,122.36
2002 655,083,715 440,271,436 214,812,279.23
2003 660,599,787 508,364,350 152,235,436.82
2004 743,077,150 595,760,211 147,316,938.97
2005 820,798,322 731,191,476 89,606,845.87
2006 922,433,111 730,637,934 191,795,177.39
2007 1,010,569,855 849,215,359 161,354,495.77
2008 1,156,415,715 949,788,150 206,627,565.53
Source: Accounting Office
Table 5.11
Batangas City Income and Expenses (2009 – 2018)
Fiscal
Income Expenses Excess/ Deficit
Year
2009 1,262,805,961.00 1,012,474,168.00 250,331,793.00
2010 1,378,984,109.00 1,162,699,270.02 216,284,838.98
2011 1,505,850,647.00 1,317,334,718.04 188,515,928.96
2012 1,644,388,907.00 1,476,671,569.06 167,717,337.94
2013 1,795,672,686.00 1,641,020,151.08 154,652,534.92
2014 1,960,874,573.00 1,727,309,404.08 233,565,168.92
2015 2,141,275,034.00 1,727,309,394.08 413,965,639.92
2016 2,338,272,337.00 1,917,349,046.08 420,923,290.92
2017 2,553,393,392.00 2,021,876,019.08 531,517,372.92
2018 2,788,305,584.00 2,133,301,746.08 655,003,837.92
TOTAL 19,369,823,230.00 13,635,291,275.00 3,232,477,744.40
The next step was the computation of total available resources. It is when all
additional budgetary requirements, which resulted from the proposed
enhancement or strengthening of certain services as interventions to address
development challenges of the City, are lessened from the available resources. To
sum:
Available Resources (2009-2012) Php 822,849,898.88

Less: Additional Budgetary Requirements* 369,950,000,00
AVAILABLE RESOURCES (for investing) 452,899,898.88
Final Report 5 - 20
As mentioned earlier, there are projects that were already identified as priority by
the City government. However, there is still a surplus of funds from which more
projects can be accommodated. To illustrate:
AVAILABLE RESOURCES (for investing) 452,899,898.88

Less: Fifteen (15) priority projects 287,000,000.00
Remaining Funds 165,899,898.88
The remaining funds amounting close to P166M will be the source for funding for
the additional projects that will be identified by the City Development Council
(using the GAM results) as priority projects for the next three years.
It has to be noted here that these investable funds are calculated using the
conservative approach which will be discussed more fully in the next section.
More funds can be made available if:
 The LGU decides to phase the implementation of the so-called non-

projects
 The LGU takes on innovative schemes to raise additional funds (e.g. public
–private partnerships, BOT schemes, loans, grants, etc.)
Stream 3: Matching and Iteration of Funding
LDC deliberates on and decides what financing approach to take.

 Option 1: Conservative Approach – only projects that can be funded
from regular sources will be implemented.
 Option 2: Developmental Approach – the short list of projects is taken as
final and irreducible and additional fund sourcing will have to
be done.
 Option 3: Pragmatic Approach – a combination of the two options stated
above.
Steps to be taken under Option 1: Conservative Approach
When the total project cost of the projects exceeds funds available, the number of
projects will have to be trimmed down.
1. The LDC further trims the project list.
2. The LDC approves the final list of projects & submits the same to the
Sanggunian for approval.
3. The LPDO prepares the investment program and submits this to the LCE
who then endorses it to the Sanggunian for deliberation and final adoption.
Steps to be taken under Option 2: Developmental Approach
The ranked list of projects is taken as the final package of projects to be

implemented and the LGU will secure the needed funds from all possible sources.
Final Report 5 - 21
1. When the amount to be raised from other sources is known, the LCE
directs the LFC to make further studies.
2. The LFC should look first into the possibility of raising the needed amount
by adopting certain fiscal measures to realize savings from normal
operations.
 Improved fiscal management
 Incurring public debt or financing
STRATEGY 1: Improve fiscal management

 Improve collection efficiency
 Curb unnecessary expenditures
 Impose new taxes such as:
o Special levies on property

o Idle lands tax
o Special benefit assessment
STRATEGY 2: Incurring public debt or credit financing may be any of the

following:
 Contract for loans, credit & other forms of indebtedness (Sec. 297, RA
7160)
 Deferred payment & similar financing schemes (Sec. 298, RA 7160)
 Issuance of bonds, debentures, securities, collaterals, notes & other
obligations (Sec. 299, RA 7160)
 Contact for loans with other LGUs (Sec. 300, RA 7160)
 Borrowing from the national government through its re-lending institutions
(RA 301, RA 7160)
 Pre-financing by the private sector (Sec. 302, RA 7160 & RA 6957)
The ranked list of projects is taken as the final package of projects to be

implemented and the LGU will secure the needed funds from all possible sources.
 LPDO prepares the 3-year Investment program
 Sanggunian adopts the LDIP.
Steps to be taken under Option 3: Pragmatic Approach
This entails being conservative during the initial years and eventually becoming
developmental as the status of local finances and sources improve. In this
method, there may be several projects that can be undertaken by the government
in the early years that may generate revenues and additional sources of funds
which can be used to implement other projects in the later years.
Final Report 5 - 22
5.3 ANNUAL INVESTMENT PLAN
A workshop was held last June 9, 2009 to program the projects in the next three
years. Table 5.13 shows the list of projects with their corresponding budget and
year of implementation.
Table 5.13
Annual Program of Projects (2010 – 2012)
List of Priority Projects for the First Three Ballpark budget Year Year Year
No.
Years (in million pesos) 1 2 3
Construction of Colegio ng Lungsod ng
1 Batangas building and other facilities at the 20 10
new site in Brgy Sampaga
2 Construction of Clinica ng Bayan 12 12
3 Upgrading of the City Slaughterhouse 20 20
4 Construction of the Fire Department Building 4 4
5 Construction of Pedestrian Overpass 4 2 2
6 City Government Housing Project 50
Construction of Waterworks Project in
7 10
different barangays*
8 Poblacion Drainage Rehabilitation 60
9 Construction & Widening of Barangay Roads 20
Upgrading of Don Julian Pastor Memorial
10 5 5
Market
Construction of school buildings in various
11 40
barangays**
12 Batangas City Drainage Masterplan 5 5
13 Construction of welcome signs 12 12
Construction of CRO (Civil Registrar's Office)
14 10 10
building
15 Street lighting 10 3 3 4
TOTAL 282
* has a prerequisite legislation, "Creation of Waterworks Council", and project "Water Supply &
Distribution System Master Plan"
** included in the old plan, budget already allocated but not yet implemented
Source: CPDO
13-Jul-09
The list of projects generated here should be treated as a flexible guide by local
policy makers and decision makers in the choice of interventions to implement. It
must be remembered that the ultimate choice of which projects to implement in
the next ten years will be shaped by the events and developments that will take
place in the planning horizon. The projects list is expected to be fluid in the years
to come, considering the events and dynamics that will occur in the future. The
list will just serve as a collection of project ideas that the LGU may choose from
for the coming years.
Final Report 5 - 23

Chapter 5 Batangas City Local Development Investment Program

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Chapter 5 Batangas City Local Development Investment Program

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Chapter

Investment programming consists of three (3) main streams, namely: 1) ranking of

5.1 PRE-LDIP ACTIVITIES

5.1.1 Sifting of Programs and Projects

 Usually involves performance of well-established functions and tasks are

The so-called non-projects may be services or “regular functions of a given office

5.1.2 Identifying Ownership

The results of the workshop are reflected in Table 5.5.

5.2 LDIP ACTIVITIES

Stream 1: Ranking of Projects using GAM

5 : project contributes greatly to the attainment of the goal

Instructions: Rate each proposed project using the following scale:

Old COST ESTIMATE

Rank Project Title Sector

Stream 2: Determining the Level of Investible Funds

Available Resources (2009-2012) Php 822,849,898.88

AVAILABLE RESOURCES (for investing) 452,899,898.88

 The LGU decides to phase the implementation of the so-called non-

Stream 3: Matching and Iteration of Funding

LDC deliberates on and decides what financing approach to take.

Steps to be taken under Option 1: Conservative Approach

Steps to be taken under Option 2: Developmental Approach

The ranked list of projects is taken as the final package of projects to be

STRATEGY 1: Improve fiscal management

o Special levies on property

STRATEGY 2: Incurring public debt or credit financing may be any of the

The ranked list of projects is taken as the final package of projects to be

Steps to be taken under Option 3: Pragmatic Approach

5.3 ANNUAL INVESTMENT PLAN

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