ACT ROLE IN

COMMUNITY-BASED
FINANCIAL
MANAGEMENT
- CBFM
ACT STRUCTURE
AREA
COORDINATOR

TECHNICAL
FACILITATOR

MUNICIPAL
FINANCIAL
ANALYST

COMMUNITY
EMPOWERMENT
FACILITATOR
ACT ROLE IN
FINANCIAL MANAGEMENT
a. Ensure compliance by the Local partners of the provisions of the Memorandum of
Agreement (MOA) for the project, particularly on the prompt delivery of the local
counterpart contributions (LCC).

b. Review the validity, propriety, and accuracy of Requests for Fund Release and all
supporting documents __________ by the community volunteers.

c. Review the validity, propriety and completeness of community disbursements.

d. Provide necessary technical assistance to the community volunteers in all aspects of

KALAHI-CIDSS implementation.

e. Monitor and validate the physical and financial status of approved sub-projects.
Area Coordinator
• Protect Project funds.
• Assist the communities in resource accessing.
• Coordinate with donors to ensure timely delivery of committed Local Counterpart
Contributions.
• Review, evaluate and sign Requests for Fund Release (RFR).
• Review and approve all financial reports prepared by the Municipal Financial Analyst.
• Investigate finance-related issues and complaints and immediately submit a written
report and recommendations to the RPMO to prevent any possible misuse of funds.
Technical Facilitator
• Act as an alternate co-signatory of all financial transactions at the community level
in the absence of the AC.
• Provide adequate technical assistance to the PPTs.
• Conduct technical review of the sub-project proposals submitted by the
communities.
• Assist the Audit and Inventory Committee.
• Monitor the physical progress of sub-project implementation.
• Provide regular updates to the Area Coordinator.
Municipal Financial Analyst
• Provide technical inputs in the preparation and review of Program of Works (POW)
• Review all Requests for Fund Release (RFR).
• Review and sign all Disbursement Vouchers prior to AC’s signature of check.
• Monitor and validate financial sub-project status of the communities.
• Monitor delivery and utilization of LCC.
• Initiate Municipal Fiduciary Workshops.
• Prepare and timely submit municipal financial monitoring reports to the RPMO.
• Provide regular financial updates to the MCT/MIAC/TWG and other stakeholders.
• Submit a monthly feedback report (narrative) to the SAO.
• Provide regular updates to the Area Coordinator.
Community Empowerment Facilitator
• Motivate the BDC-TWG Financial Management volunteers to perform their
functions.
• Initially review Disbursement Vouchers as to completeness of documents and
validity of transactions.
• Assist the BDC-TWG, especially the Treasurers in installing a filing system.
• Monitor compliance of FM volunteers on the filing system installed.
• Provide updates to MFA regarding the communities’ financial status.
• Provide feedback on the overall status of sub-project implementation to the Area
Coordinator.
Community Empowerment Facilitator
• Motivate the BDC-TWG Financial Management volunteers to perform their
functions.
• Initially review Disbursement Vouchers as to completeness of documents and
validity of transactions.
• Assist the BDC-TWG, especially the Treasurers in installing a filing system.
• Monitor compliance of FM volunteers on the filing system installed.
• Provide updates to MFA regarding the communities’ financial status.
• Provide feedback on the overall status of sub-project implementation to the Area
Coordinator.