Local Planning Illustrative Guide:

Preparing and Updating the

Comprehensive Development
Plan (CDP)
RATIONALE
RATIONALE
 RATIONALE

Figure I.
Mainstreaming
Matrix of Thematic
Concerns into the
Local Planning
Process
ABOUT THE GUIDE
This Illustrative guide is part of the enhancement
to the CDP Guidebook.

The CDP Illustrative Guide is one of the enhancements to

the CDP Guide enrolled under the “Support to Local
Government Units for More Effective and Accountable Public
Financial Management (LGU PFM 2)” Project funded by the
European Union. Aside from the CDP Illustrative Guide, a
supplemental Guide to the Rationalized Planning Indicator
and Data Set (RaPIDS), and a Guide for the conduct of the CDP
Review were also enrolled under the project mainly to
address current challenges in the local planning system.
 ABOUT THE GUIDE
The Local Planning Illustrative Guide: Preparing and Updating the
Comprehensive Development Plan (CDP), the CDP Illustrative Guide for
brevity, is:
• A detailed summary of the key steps for the preparation and
subsequent annual and mid-term updating of the CDP;

• A toolkit for the review of the form, process and content of the
CDP for the purpose of enhancing the relevance and
responsiveness of the CDP to local needs and to strengthen
alignment and complementation with Provincial and National-level
plans;

• An update to the CDP Guidebook covering changes in policies and

agreements with other Oversight Agencies (e.g., relationship to
the Budget Operations Manual, Resource Mobilization Manual,
etc.) as manifested by executive issuances after 2010;
 ABOUT THE GUIDE
The Local Planning Illustrative Guide: Preparing and Updating the
Comprehensive Development Plan (CDP), the CDP Illustrative Guide for
brevity, is:

• A primer for members of the technical planning team and the

Local Development Council (LDC) who may not have or have
little planning background to enable them to participate
actively and substantially in the preparation of the CDP;

• An advisory for plan monitoring and updating; and

 ABOUT THE GUIDE
The Local Planning Illustrative Guide: Preparing and Updating the
Comprehensive Development Plan (CDP), the CDP Illustrative Guide for
brevity, is:

• A process, output and documentary checklist for the city and

municipal planner to aid him/her in advising the LDC and the technical
planning team and to direct him/her to the appropriate key reference
materials required for the detailed preparation of the CDP. These
reference materials are:

• Rationalizing the Local Planning System Guidebook (RPS);

• Comprehensive Development Plan Guidebook;
• Guide to Ecological Profiling; and
• Rationalized Planning Indicators and Data Set (RaPIDS) Manual.
ABOUT THE GUIDE
The output documents in the Illustrative guide

The output documents in the CDP Illustrative Guide

are consistent with those that will be used in the
CDP Review Guide Tool. These documents will serve
as the bases in reviewing if the CDP was prepared
as prescribed by pertinent policies and other
issuances on mainstreaming sectoral and thematic
concerns.
 THE COMPREHENSIVE
DEVELOPMENT PLAN
(CDP)
• The Comprehensive Land Use Plan (CLUP) and the CDP
are distinct and separate but both are the only
Plans mandated by LGC of 1991

• The term “comprehensive” in the CLUP is

understood in its geographical, territorial sense,
while the term “comprehensive” in the CDP has to
be understood in the sense of “multi-sectoral”
development. Yet, the two plans are intimately
related.
THE COMPREHENSIVE DEVELOPMENT PLAN
 THE COMPREHENSIVE DEVELOPMENT PLAN

Figure III.
Relationship of
City/Municipal
Plans
(Source: CDP
Guidebook, chart
based on the
original design of
Prof. Ernesto
Serote)
THE ENHANCED CDP CYCLE
 CDP PREPARATION STEPS
• The CDP Illustrative Guide clustered the steps in the
planning cycle into five (5) major steps, namely:

1. Organize and Mobilize the Planning Team;

2. Revisit Existing Plans and Review Vision;
3. Prepare Ecological Profile and Structured List
of PPAs;
4. Prepare Local Development Investment
Programs; and
5. Prepare needed implementation Instruments
Organize and Mobilize the Planning Team (Step 1)
Review Vision and Revisit Plans (Step 2)
Review Vision and Revisit Plans (Step 2)
Prepare Ecological Profile and Structured List (Step 3)
 Prepare Ecological Profile and Structured List (Step 3)
Rationalized Planning Indicator and Data Set (RaPIDS)

• The RaPIDS is a tool developed under the LGU PFM 2 Project that
aims to guide local planners in identifying development indicators
that specifically applies to their LGU’s needs and characteristics.

• RaPIDS still follow the principles of the LDIS which is based on the
LGU’s Vision and success indicators.

• RaPIDS only updated the indicators to make them consistent with

those required and accepted by NGAs and international
institutions.

• It also added several indicators required by recent statutes such

as DRR/CCA indicators and indicators used to articulate certain
thematic and sectoral concerns such as gender and conflict
sensitivity.
 Prepare Ecological Profile and Structured List (Step 3)
Rationalized Planning Indicator and Data Set (RaPIDS)

• Indicators for specific ecosystems are also identified. RaPIDS aims to

address the issue on data gathering by helping planners identify
indicators that apply to them and those that they really need as
compared to prescribing a one size fits all data set which makes data
gathering very challenging at the onset.

• It also has specific indicators that LGUs may need should they have
particular development thrusts such as indicators for tourism
development and indicators that can help LGUs identify PPAs to make
themselves more business-friendly.
 Prepare Ecological Profile and Structured List (Step 3)
Rationalized Planning Indicator and Data Set (RaPIDS)
 Prepare Local Development Investment Program (Step 4)

• The Local Development Investment Program (LDIP) is the principal

instrument for implementing the CDP. It is a document that translates
the CDP into programs and projects and selects those that will be
picked up by the LGU for funding in the annual general fund budget
or through special fund generation schemes.

• The LDIP should have a time frame of three (3) years. Its annual
component is what is referred to as the Annual Investment Program
(AIP). The preparation of the LDIP is mentioned as one of the basis
for the budget document in the Department of Budget and
Management’s (DBM) Budget Operations Manual (BOM) for Local
Government Units.

• This step is where the convergence of the OAs and their

counterparts at the local level comes into play
Prepare Local Development Investment Program (Step 4)
Prepare Local Development Investment Program (Step 4)
Comprehensive Development Plan
Development (CDP)
Planning
(January-
December of
Structured List of Programs, Projects
Election Year)
and Activities (PPAs)

Stream 1
Stream 2
 Prioritization of PPAs using
tools (CCC, Urgency Test, New Investment Financing  The LTO will
Resource Impact and GAM Potential (Net amount of Revenue provide the
Analysis) Revenue Forecast
Forecast minus Forward Estimates of
 Planning Team & LDC for 6 years and the
Expenditures)
LBO will provide
the corresponding
Ranked List of forward estimates
PPAs Local Resource Mobilization of expenditures to
Conservative Program (LRMP) (Additional Funds net out the New
Approach – cut the from improved Fiscal Management) investment
list of PPAs to work Financing
within the New Developmental Potential
Investment Approach – find
Financing Potential other sources of  LFC + LDC
only funds

Other Financing Options

NO (Additional funds from Borrowings,
Bond flotations, PPPs)

Stream 3
Matched?

Investment
YES
Programming
(January-June
 If a match has been made, the LPDC
07 of ensuing 3-Year Local Development prepares LDIP with its corresponding
year) Investment Program (LDIP) RMP and/or Financing options to be
approved by the LDC and endorsed to the
Sanggunian for adoption
Annual Investment Program  LPDC prepares the AIP (annual
(AIP) slice of the LDIP) for approval by
the LDC and submits to the
Sanggunian for adoption

Annual Budget
Budgeting
(June – December of
every year)
Prepare needed implementation instruments (Step 5)
 Attachments

A. Integrated Planning Process with Local Special Bodies and Advisory Councils
– a policy paper on integrating parallel planning processes into the Local
Development Planning Process such as the BuB and the KALAHI-CIDDS

B. Required Templates for CDP Preparation-list of forms that is needed for CDP
preparation which will also be reviewed in the CDP Review Guide

C. RaPIDS Indicators Excel File-list of updated data set and indicators for CDP
preparation

D. CDP Review Process-presents the CDP Review Process and templates

E. Synchronized Local Planning and Budgeting Calendar (SLPBC)

 The CDP Review Guide (Additional Chapters and Tools)

Purpose of the Review:

• Assess the compliance of LGU’s CDP to the policy based budgeting principles
embodied in the Comprehensive Development Plan (CDP) Guidelines.

• Determine the alignment of the Provincial Development and Physical Framework Plan
(PDPFP) and Provincial Development Investment Program (PDIP) with regards to:
o Development goals, objectives and strategies
o Physical framework o Investment program

• Assess adherence of the preparation process, and content of the CDP submission vis-à-
vis the requirements of policy based budgeting as embodied in DILG’s guidelines.

• Provide a basis for improvements in in the CDP.

• Establish a measure for the future qualification and provision of performance grants
and other support and assistance from the National Government.
 The CDP Review Guide (Additional Chapters and Tools)

Who Conducts the Review:

• The initial intention was for the Provincial Development Council (PDC) with the
Provincial Planning and Development Office (PPDO) acting as technical
secretariat to review the CDPs.

• For now, a policy will be issued for the DILG Regional Office to have an initial
review according to FORM compliance only
 The CDP Review Guide (Additional Chapters and Tools)

Components of the Review Process:

• Form Review - to ensure that the submitted CDP documents are complete (i.e. there are
no missing pages and all the tables, maps and graphs are clear and in place) and determine
whether the draft CDP conforms to the structure and sequence described in the CDP
Guidelines, and with other minimum form requirements.

• Process Review - to determine whether the CDP submission reflects the

organizational/institutional processes (including information sharing and consensus
building) and content generation linkages envisioned by the enhanced guidelines.

• Content Review - to assess the substance and logic of the CDP submission with
emphasis on the clarity, comprehensiveness, and quality of various components of the
planning and investment programming processes. • The individual results of the process
and content reviews are the bases for feedback and for revising or augmenting the CDP
submission, if necessary.
 form
  Form No.
Yes - 
Forms and Documents Other Acceptable Remarks
No - X
Forms
A Forms
Sample Harmonized Workplan for the Form 1b    
Preparation of Comprehensive Land Use Plan
1 Workplan / Activity
(CLUP) and Comprehensive Development Plan    
Design
(CDP)
Form 1c    
Ecological Profile
Socio-Economic
2
Profile (SEP) / Special    
Reference Years: ____________
Sectoral Studies
Form 1d    
Local Development Indicator System (LDIS) / Narrative Analysis of
3 Rationalized Planning and Indicator Data Set LDI Matrix subsumed
   
(RaPIDS) in the SEP or
Ecological Profile
Form 2a    
Structured List of Programs, Projects and Other document
4
Activities (PPAs) per Sector (Long List) indicating identified    
PPAs
Form 3b    
Project Profile
(includes project title,
5 Project Briefs for Each PPA brief description, cost,
   
beneficiaries,
timeframe, location,
and project proponent)
 CLUP-CDP Interface
VISION ELABORATION SPECIFICATION
OF ENDS OF MEANS
Element PHYSICAL PLANNING SPATIAL
Descriptors GOALS CLUP STRATEGIES

LOCATION
Success PRINCIPLES
Indicators
 Settlement
C D P  Protection
VISION –
 Production
REALITY SECTORAL SECTORAL
GAP GOALS OBJECTIVES  Infrastructure
CURRENT
REALITY
Whatever it What can be DEVELOPMENT
takes to reasonably  Policies
• Ecological
close the done in 3  Strategies
Profile
• Statistical gap years  Programs
Compendium  Projects
• Thematic Maps  Legislations
 form
  Form No.
Yes - 
Forms and Documents Other Acceptable Remarks
No - X
Forms
Form 3a    
6 Ranked List of PPAs with Cumulative Cost Workshop outputs of
   
ranking exercise
Form 3c    

Any document
7 Projection of New Investment Financing Potential containing projection
of total revenue,    
expenditure, and
surplus

Local Development Investment Program (LDIP)

8 Summary Form Form 3e    
Planning Period: ____________

Annual Investment Program (AIP) Summary

9 Form 4    
Form
Form 5a    
Other document
10 CapDev Program Summary Form indicating Capacity
   
Development Program
or CapDev Agenda
 form
 
Form No.
Yes - 
Forms and Documents Remarks
Other Acceptable No - X
Forms

Form 5b    

Other document
11 Priority Legislative Requirements Form
indicating priority
   
legislative
requirements

Form 6b    

12 Monitoring and Evaluation (M&E) Strategy Other document

indicating M&E    
strategy

No. of Forms and Documents Presented: ________

 form
  Form No.
Yes - 
Forms and Documents Other Acceptable Remarks
No - X
Forms

B CDP Resolutions and Related Implementing Instruments

Executive Order Creating the City/Municipal

1      
Planning Team

City/Municipal Development Council (C/MDC)

2 Resolution Endorsing the CDP to Local      
Sanggunian

Local Sanggunian Resolution Approving the

CDP*
3      
Planning Period Covered: ____

Date Approved: ____________

No. of Issuances Presented: ________

Form 1. c. Ecological Profile
Form 1. d Local Development Indicator System/ RaPIDs
Form 2 Structured List of PPAs per Sector – Long List
Form 3a. Ranked List of PPAs per Investment Programming
Form 3b. Project Brief for Each PPA
Form 3c. Projection of New Investment Financing Potential
Form 3e. LDIP Summary Form
Form 4. AIP Summary Form
Form 5a. CapDev Program Summary Form
Form 5b. Priority Legislative Requirement Form
Form 6b. Monitoring and Evaluation Strategy
 PROCESS
  Proof /
Yes - 
Consultation/Agenda Document Remarks
No - X
Presented
A Preparatory Meetings
Meetings of the Planning Team – Orientation, Tasking,
1 Schedule of, Ecological Profiling, Presentations,    
Visioning, Sectoral Workshops, etc.

B Meetings/Consultations of the C/MDC on the CDP/LDIP Preparation

City/Municipal Planning and Development Coordinator
1    
(MPDC) on Ecological Profile Validation

2 Project Call – Long List of PPAs    

3 Prioritization of Projects    
4 Approval of the CDP and LDIP    

Meetings/Consultations of the City/Municipal Mayor with the Provincial Development Council

C
(PDC) for Vision, Goal, and Plan Alignment
1 Provincial and LGU Goals and Strategies    
2 Investment Programs and PPAs
 PROCESS
  Proof /
Yes - 
Consultation/Agenda Document Remarks
No - X
Presented
Meetings/Consultations with Sector Groups to Include Non-Government Organizations/Private
D
Organizations (NGOs/POs) on CDP/LDIP (Profiling, Project Call, Project Prioritization, and Approval)

1 Economic Sector    
2 Social Sector
3 Environment Sector
4 Institutional Sector
5 Physical/Infrastructure

Meetings/Consultations with Local Special Bodies (LSBs) and Advisory Councils

E
(Profiling, Project Call, Project Prioritization, and Approval)
Local Finance Committee –presentation of local
development investment program, new investment
1    
financing potential, and Local Resource Mobilization
Program (LRMP)

Peace and Order Council – Peace and Order Public

2    
Safety Plan (POPS Plan)
City/Municipal School Board – School Improvement
3    
Program
 PROCESS
  Proof /
Yes - 
Consultation/Agenda Document Remarks
No - X
Presented
Meetings/Consultations with Local Special Bodies (LSBs) and Advisory Councils
E
(Profiling, Project Call, Project Prioritization, and Approval)
City/Municipal Health Board – Investment Plan for
4    
Health
Fisheries and Aquatic Resources Management Council
5
(if applicable) – Coastal Resource Management Plan
City/Municipal Disaster Risk Reduction and
Management Council – Local Disaster Risk Reduction
6
Management Plan (LDRRMP) and Local Climate
Change Action Plan (LCCAP)
City/Municipal Solid Waste Management Council –
7
Local Solid Waste Management Plan
Water Resources Management Council (if applicable) –
8
Water Resource Management Plan
Other Advisory Councils and Sectoral or Functional
9 Committees
• Specify: __________
 CONTENT
  Yes - 
Criteria Remarks
No - X
Component III.A Quality
A Quality of Vision and Ecological Profile
Vision, goals, and objectives are linked, long term, strategic, and
1  
realistic.

Comprehensive Ecological Profile contains the following

information on the five (5) development sectors:
2 • Situational Analysis / Observed Conditions
• Issues and concerns or unmet needs
• Vision-Reality-Gap Analysis

B Quality of PPAs
PPAs are responsive to the issues, problems, and gaps as made
1
evident in the ecological profile and LDIS.

Component III.B Alignment

A Linkage and Consistency of the CDP and LDIP
The prioritization process of PPAs considers the vision, goals,
1 and objectives identified in the CDP.
2 The LDIP PPAs are a subset of the CDP PPAs.
 CONTENT
 
Yes - 
Criteria Remarks
No - X

B Consistency of the LDIP

1 PPAs that contribute to more sectors or goals are rated higher.  

2 All prioritized projects are those with the highest scores.

The number of Project Briefs on hand are equal to the Number of
3
Projects listed.
The New Development Investment Financing Potential for the
Medium-Term (3 years) is estimated and provided including the
following supporting documents:
• Medium Term Local Revenue Forecast (3-years);
4 • Medium-Term Forward Estimates of Local Expenditures (3-
years);
• Medium-Term Estimate of Debt and Non-Debt Contractual
Obligations; and
• Estimation of Fiscal Surplus or Deficit
The Financing Plan (3 years) is prepared and provided and is
5 consistent with the Finalized LDIP and Finalized LRMP for the
same 3-year cycle.
The AIP for Year t is equal to the LDIP for Year t (The AIP is the
6
annual slice of the LDIP.)
 CONTENT

 
Yes - 
Criteria Remarks
No - X

C Alignment with CLUP and Provincial Development and Physical Framework Plan (PDPFP)
The plans and programs of the city/municipality are harmonized
1  
or consistent with the CLUP.
The vision, mission and goals of the LGU are aligned with the
2 vision, mission and goals of the Province as provided in the
PDPFP.

PPAs of the city/municipality in the CDP is aligned with the PPAs

3
in the PDPFP of the Province.

4 The LDIP of the city/municipality is complementary to the PDIP.

 Mechanism
C/MDC to submit other
C/MDC to submit CDP pertinent documents as
and other supporting required by the Review
documents for initial Committee within five
review to the PPDO five (5) working days from
CDP Review Committee conducts initial review and receipt of the initial
(5) working days upon
submits to C/MDC initial evaluation and comments not evaluation of the CDP
receipt of the Notice for
later than five (5) working days from receipt of CDP Review Committee
CDP Submission

Submission Feedback of
Submission
of CDP and Initial Initial
of Additional
Other Review Review to
Documents*
Documents C/MDC

Review of Submission Submission

Actual
Amended of Amended of Final
Review
CDP* CDP* Assessment

CDP Review Committee C/MDC to amend the CDP PDC submits to C/MDC the CDP Review Committee
to review the amended as may be required by the overall recommendations and conducts actual evaluation
CDP within five (5) Review Committee within findings of the assessment of the CDP within ten (10)
working days after the thirty (30) working days three (3) working days after working days after receipt
receipt of the amended after the receipt of the the conduct of the actual of the additional documents
CDP overall assessment evaluation as may be required by the
Review Committee
 Timelines

The C/MDC shall submit

the approved CDP and
The Provincial Governor other pertinent
The Provincial Governor
shall issue Notice for CDP documents to the PDC
shall issue EO by May
Submission to the C/MDC through the PPDO within
2018
in June 2018 five (5) working days
from receipt of Notice for
CDP Submission

The CDP-TRC shall

conduct preliminary
The Regional CDP Focal The Provincial CDP Focal
review of the CDP and
Person shall submit Person shall submit
shall provide the
Regional Monitoring of Provincial Monitoring of
Feedback Form to the
CDP Review to the DILG- CDP Review to the DILG-
C/MDC not later than five
BLGD in July 2018 RO in July 2018
(5) working days from
receipt of the CDP