COORDINATING AND

COMMUNICATING LOCAL TREASURY

MATTERS WITH
STAKEHOLDERS

1
COORDINATING AND COMMUNICATING LOCA
TREASURY MATTERS WITH STAKEHOLDERS

THE LOCAL TREASURER…

2
Coordinating/communicating con’td…
THE TREASURER IS A
MANDATORY POSITION
UNDER ARTICLE 2, BOOK 3 OF
THE LOCAL GOVERNMENT
CODE

3
Coordinating/communicating con’td…
5 MAIN FUNCTIONS OF
THE LOCAL TREASURER
(SECTION 470) (d) OF LGC
AL T
C EN
LO NM 991
E R 1
TH VE OF
(d ON

GO DE
0) I
47 ECT

CO
)
(S

4
 5 MAIN FUNCTIONS Cont’d…
Function 1
Adviser of local / national
officials (elective / appointive )
on disposition of local funds
. .
h h
hh
bl ah s hh
Blah Ss
h … …
bla
5
 5 MAIN FUNCTIONS Cont’d…
Function 2
Take custody and manage local funds

LOTS OF MONEY?
OR NO MONEY AT ALL?
 5 MAIN FUNCTIONS Cont’d…

Function 3
Disburse local funds

MONEY! MONEY! MONEY!

BUT NONE FOR ME! 7
 5 MAIN FUNCTIONS Cont’d…

Function 4
Inspect private establishments and
implement tax ordinances

COLLECT! COLLECT! COLLECT!

TILL YOU DROP DEAD! 8
 5 MAIN FUNCTIONS Cont’d…

Function 5
maintain / update tax information
system of the LGU
Posting of Notices
MEDIA

9
COORDINATION
• Along with organizing,
monitoring, and controlling,
COORDINATING is one of the key
functions of management.
• The synchronization, integration
of activities, responsibilities, and
command and control structures
to ensure that resources of an
organization are used most
efficiently in pursuit of goals. 10
COMMUNICATION
• The exchange, imparting, or
transmission of ideas, information,
opinions, or thoughts, transmitted
electronically or by gestures,
speech or writing.
• Effective communication is the
cornerstone of organizational
effectiveness
11
Three basic types of
COMMUNICATION:

(1)verbal communication, in which you

listen to a person to understand their
meaning;

(2) written communication, in which you rea

their meaning; and

(3) nonverbal communication, in which

you observe a person and infer meaning. 
12
WHAT IS A STAKEHOLDER?
A STAKEHOLDER is anybody
who can affect or is affected by an
organization, strategy or project
(Byron 2004:22)
STAKEHOLDER any group or
individual who can effect or be
affected by the achievement of
the organization’s objectives
(Edward Freeman, (1984)
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 IMPORTANCE OF STAKEHOLDERS

Stakeholders are crucial to the success

of projects/programs/ activities/ goals

• NEGLECT THEM and they will

actively work against you.
• MANAGE THEM well and they will
actively promote you and your
projects/programs/activities/goals.
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TWO CATEGORIES OF
STAKEHOLDERS:
1. External stakeholders
2. Internal stakeholders
External Stakeholders
Groups or individuals in an
organization’s external environment
that affect the activities of the
organization, example: clients/users,
interest groups, NGAS and the
general public. 15
2. Internal Stakeholders
Groups or individuals, such as
employees, that are not strictly part of
an organization’s environment but for
whom an individual manager remains
responsible, to name a few …
• employees, inter-department offices,
LCE, legislative body, special local
bodies (school boards, BAC, etc.)
•LGU’s employees ( regular, casual, job
hire, contract of services, consultants,
advisers, etc.) 16
 STAKEHOLDERS OF LOCAL TREASURY OFFICES
Economic
Social Variables Other LGUs Variables
/public Cli
e
ben nts/us
efi c e
cial s iar rs /
an tion ies
i n
F titu Inter-
De
Ins l o y e es partm
e nt/ O
Emp ffices

Su
pp
li e
rs
Local Treasury Office

t
en
De Par

Local Chief Executive, Legislative n m

ve tne

ver s)
lop rs

Body l Go GA
me

Special Local Bodies io na s (N

t ie
nt

The Na enc
Ag
Media
, Special –Interest
NGOs Political
Groups Variables

17
Internal Stakeholder External Stakeholder
 COORDINATING AND COMMUNICATING
WITH STAKEHOLDERS

EXTERNAL STAKEHOLDERS
TAXPAYERS
1. What/When: Administrative
Remedy For Delinquent RPT-as soon
as the tax become delinquent( Sec. , LGC)
Who: Local Treasurer
How/Why: Public Auction Sale of
delinquent real properties for tax
collection purposes 18
• HOW? Post/Publish/Mail or Deliver
• Notice of Delinquency (Sec 254, LGC)
• Warrant and Levy of Delinquent Real
Property (Sec 258, LGC) With Proof of
Service( notarized)- Mail or Deliver only
• Notice of Levy (Sec , LGC) with attached
copy of Warrant of Levy- For the Register of
Deeds and Assessor-Mail or Deliver only
• Notice of Sale (Sec 260, LGC)

19
2. What/When: LOCAL REVENUE CODE
UPDATING (Whenever necessary)

Who: Sanggunian in close coordination

with Local Treasurer

How/Why: Updating of Local Revenue

Code to improve tax collection
efficiency and enhance revenue
generation
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3. What/ When: Dissemination/ Publication of
Tax Ordinances and Other Revenue
Measures( Sec. 188, LGC)

Who:
Local Treasurer, Local Legislative Bodies
(Sangguniang Panlalawigan,
Sangguniang Panlungsod, Sangguniang Bayan)

How/Why: Publication/media/mail/delivery

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4. What/When: Financial
Assistance to Associations
( allowed by COA rules and regulations as
beneficiaries)

Who: Local Chief Executives/Local

Treaurers and Other Financial Dept.
Heads

How/Why: Disbursement of Financial

Assistance to requesting Associations
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5. What/When: Individuals
( allowed by COA rules and
regulations as beneficiaries of financial
assistance)

Who:Local Chief Executives/Local

Treaurers and Other Financial Dept.
Heads

How/Why: Disbursement of Financial

Assistance to requesting Individuals
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6. What/When: Public in General
• Public consultations to gather
feedback on efficiency, effectiveness and
economy of services (Sec 5, RA
6713)
•Post and publish the itemized monthly
collections and disbursements (Sec 513,
LGC)
Who: Local Elective Officials and all LGU
Heads and Personnel

How/Why: Delivery of Public Services

(social, health, education, etc.) 24
7. What/When: Bidders, Suppliers,
Contractors and others doing
business with LGU
Who: LCE, Legislative Body, BAC, GSO,
Budget, Accountant and other
requesting departments/offices
How/Why:
Processing/Disbursement of
supplies, projects and other LGU
developmental activities which needs
logistics 25
 8. What/When: National Government
Agencies
• COA – submission of required
accounting/auditing reports i.e. monthly
report of accountable forms etc.
• BLGF/DOF – eSRE and other required
reportorial reports; Iskor NG Yong Bayan
• DILG re 20% development funds and other
related local treasury concerns
• DBM, review of provincial/city budgets, budget
opinions,etc.
Who: concerned local officers and
personnel of the LGU 26
9. What/When: Financial Institutions i.e
LBP, DBP, PVB, etc.
Loans, Credits and other forms of
indebtedness (Sec 297, LG)

Who: LCE, Legislative Body, Budget,

Accountant and other requesting
departments/offices

How/Why: Loans for developmental

projects and other purposes
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10. What/When: Media (TV, Radio, Print
Media, Social Media and others) for
publications of notices, fiscal reports
and other official announcements

Who: concerned LGU offices

How/Why: Use of media in the

collection of taxes, notices for
revenue updating and others

28
11. What/When: Non-gov’t organizations
and civil society

Who: LGU officials and personnel

concern

How/Why: conferences, meetings,

Consultations of general concerns

29
12. What/When: Self-interest groups (i.e.
Phil. National Red Cross, etc.)

Who: LCE and other LGU officials and

personnel concerned

How/Why: support systems and LGU

cooperation towards any undertakings

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13.What/When: Development
Partners including foreign funders
i.e. South Korea, JICA, USAID,
AUSAID, CIDA, etc.

Who: LCE and other LGU officials

and personnel concerns
How/Why: Implementation,
monitoring of foreign funded
developmental projects.
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14.What/When: Barangay Officials in
any activity with barangay
concerns, i.e. formulation of
barangay revenue code, Tax IEC
Who: Local Treasurer and other
concern LGU personnel
How/Why: Meetings,
consultations, barangay
assemblies and tax campaigns
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II. INTERNAL STAKEHOLDERS
(Steering groups, boards, etc)
1. What/When: Adviser to the Local
Chief Executive (LCE)

Who: Local Treasurers, Committee on

Finance

How/Why: meetings, consultation and

1 on 1 communication
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 2. What/When: Adviser to the
Legislative Bodies

Who: Local Treasurers, committee on

finance

How/Why: Legislative sessions,

meetings and consultations

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3. What/When: LGU’s Special Bodies
( Local School Boards, BAC, Local
Economic Enterprise i.e. markets,
hospitals, locally owned resorts,
hotels)
Who: Local Treasurers and other
personnel concerned
How/Why: Preparation of SEF,
budget, enhancement of revenue
generation activities of the LGU
35
4. What/When: Inter – department
(accounting , budget, office and
others)

Who: Local Treasurers and other

personnel concerned

How/Why: LGU operations and

maintenance

36
4. What/When: LGU
employees(regular, contractual,
consultants and job-order
personnel)

Who: Local Treasurers and other

personnel concerned

How/Why: LGU operations and

maintenance
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