CDP Step 1: Organize and Mobilize the

Planning Team
 THE ENHANCED CDP CYCLE
Step 1
Organizing &
Mobilizing the
Planning Team 3
Determining
Vision-Reality Gap

1 2 4
Setting/Revisiting Determining Generating New
the Vision Current Reality Information
Year 6

5
1 Extracting
3 Intelligence
Plan Monitoring and
Evaluation
Yearly 6
1 Determining Policy
1
2 Year 1 Option
4
Implementing the Plan
Adjusting
The LDIP 7
accordingly 11 Setting Goals and
Budgeting Objectives

1 9 8
0
Approving and
Investment Programming Structuring Solutions
Legitimizing the Plan
 ❑ Participatory ❑ Consultative ❑ Inclusive

• The composition of the planning team will dictate the

inclusiveness, comprehensiveness and ownership of the CDP

• The planning team may be drawn from sectoral committees

and organized as functional committee for the duration of the
CDP formulation
 Major Activities

1. Select members of the planning team. Output Documents

2. Prepare the Executive Order.
1. Executive Order (Form 1a)
3. Orient the members of the Planning
Team on their roles and
2. Harmonized Workplan for
responsibilities. the Preparation of CLUP
4. Prepare and adopt a Workplan for and CDP (Form 1b)
the preparation/updating of the CDP.
 Lead Office/Persons
ROLES OF C/MPDC

Identify members of the core Orient the members of the Prepare the Executive Order and
planning team based on the five planning team on their Work Plan for the approval of the
development sectors. responsibilities. LCE.

Assist the C/MPDC in the

Assist the C/MPDC in the Facilitate the preparation and
identification of the members of
orientation of the Planning team. approval of executive order.
the core planning team.

ROLES OF C/MLGOO
 What are the factors to consider in selecting
planning team members?
✔ Equitable representation
✔ Gender sensitivity
✔ Commitment and sustainability of participation
• It is not necessary for LGU Department Heads to be
members of the planning team
• As a functional committee, it should ensure that climate
change and disaster risks are considered in the
plan formulation
 Local Planning
Structure

Political Technical
Component Component

Local Sectoral and

Local Local Special
Development Functional
Sanggunian Bodies
Council Committees

Department
LCE
Heads

Punong Brgy LDPO

Congg. Rep. NGAs

Private Sector
CSOs/POs
Rep
 Composition of Sectoral Committees
CORE TECHNICAL
WORKING GROUP
( “Must Have”)
LPDO, SWDO, POSO, LDC
SOCIAL SECTOR
Rep (Barangay), LDC Rep
(CSO), District Supervisor,
PTA Federation,
Sanggunian
Representative
ECONOMIC SECTOR
PESO, Agriculturist,
Tourism officer, Coop
Development Officer,
LPDO Staff, LDC Rep
(Barangay), LDC Rep
(CSO), Saggunian Rep
EXPANDED TECHNICAL FULL-BLOWN SECTORAL
WORKING GROUP (“Nice COMMITTEE
to Have Around”) (More, the Merrier”)
ETWG + Sports
CTWG + Police Chief, Fire Organizations, Religious
Marshall, Local Civil Leaders, Labor groups,
Registrar, PCUP, Nutrition Senior Citizens, Media Reps,
Officer, Housing Board YMCA/YWCA, Civic
Rep, NSO, Manager of Organizations, School
GSIS/SSS Principals, Charitable
Organizations
CTWG + DTI Rep, Chamber
of Commerce & Industry, ETWG + Lions Club,
Trade Unions, Bank Jaycees, Rotary Club,
Managers, Market Academe, other
Vendors, Sidewalk interested individuals/
Vendors, Cooperatives, groups
Transport Organizations
 Composition of Sectoral Committees
CORE TECHNICAL EXPANDED TECHNICAL FULL-BLOWN SECTORAL
WORKING GROUP WORKING GROUP (“Nice COMMITTEE (“More,
( “Must Have”) to Have Around”) the Merrier”)”)

PHYSICAL AND
CTWG + Electric Coop Rep.,
LAND USE Local Engineer, Zoning Water District Rep., Real
Officer, LPDO Staff, LDC Estate Developers, ETWG + Other interested
Rep (Barangay), LDC Rep Professional Organizations, groups and individuals
(CSO), Saggunian Rep, Telecommunication
Local Architect Companies, Academe
ENVIRONMENTAL
MANAGEMENT

LPDO Staff, LDC Rep. CTWG + Sanitary

(Barangay), LDC Rep Inspector, C/PENRO, ETWG + Environmental
(CSO), Head of General FARMC Reps, BFAR Rep., Advocates, other interested
Services, C/PENRO, Heads of private groups and individuals
Sanggunian Rep. Hospitals, Academe
 Composition of Sectoral Committees
CORE TECHNICAL EXPANDED TECHNICAL FULL-BLOWN SECTORAL
WORKING GROUP WORKING GROUP (“Nice COMMITTEE (“More,
( “Must Have”) to Have Around”) the Merrier”)”)

INSITUTIONAL LPDO Staff, LDC Rep. ETWG + Religious groups,

SECTOR (Barangay), LDC Rep CTWG + HRDO, Treasurer, Good Governance
(CSO), Local Budget Officer, Assessor, Advocates, Other
Administrator, Academe interested groups &
Sanggunian Rep individuals
 Planning Team Composition
• Local Chief Executive or the Mayor as the Chairperson
• Vice Mayor as Co Chairperson

Planning Core Group:

• Local Planning and Development Coordinator (C/MPDC) – Lead
• Local Disaster Risk Reduction and Management Officer (LDRRMO)
• Designated CCA Focal Person
• City/Municipal Environment and Natural Resource Officer (ENRO)
• Architect/Environmental or Urban Planner
• City/Municipal Local Government Operations Officer (C/MLGOO)
• President, Liga ng mga Barangay
• Accredited NGO/PO/CSO (involved in DRR-CCA)
• PPDO Representative
 Planning Team Composition
The Planning Core Group shall be assisted by a Technical Working
Group (TWG)
• Conduct of sectoral/inter-sectoral analysis, validation of reports
• Conduct of surveys, consultations/meetings, workshops
• Integration/finalization of studies, research findings and outputs

Higher level advisors/NGAs may be included as member of the Core

Group or the TWG
Sangguniang Bayan (SB) and Civil Society Organization (CSO)
representation to the Planning Team
 Roles and Functions of the Chair/Co-Chair

•Set and clarify directions for planning, setting development thrusts,

strategy formulation, and PPAs
•Approve the work plan and budget
•Designate members of the planning team
•Monitor the conduct of team activities
•Ensure adherence to the work plan
 Roles and Functions of the Sanggunian
1. Issue a resolution supporting the planning process;
2. Review and approve the CDP;
3. Identify and enact legislative measures to support and facilitate the
implementation of the plan.
4. Review, prioritize and approve budget allocation for plan-based PPAs.

Their involvement in the CDP will also result in the following benefits:
5. Firmer grasp of local development thrusts and priorities;
6. Better understanding of their role in steering the LGU into realizing its
vision through appropriate legislative actions;
7. Harmonization of executive and legislative actions towards a unified
set of goals and objectives for the LGU; and
8. Attainment of a shared responsibility and accountability for the CDP.
 Role and Functions of the CSOs
1. Bridge information gaps during plan preparation;
2. Serve as monitors for CDP implementation and provide LGU
decision – makers unfiltered information;
3. Assist the LGU efforts in communicating and disseminating
information on the CDP;
4. Rally support for CDP implementation especially on programs
which are heavily dependent on citizen participation and
cooperation;
5. Augment the various resources and expertise required in CDP
preparation/ revision and implementation; and
6. Link the CDP implementation with various resource organizations
 Roles and Functions of the other Planning Team Members
• Prepare work plan and budget of their respective sectoral committees
• Gather and review available plans and other secondary data
• Ensure the conduct of risk and vulnerability assessments
• Plan, coordinate and facilitate the conduct of multi-stakeholder workshops
• Assist LCE in public hearings
• Assist LCE and the LDC in drafting and finalizing the CDP, LDIP, AIP and ELA
• Draft, Package and finalize the CDP
• Prepare presentation materials for various audiences of the CDP;
• Assist the LCE in the presentation of the Plan to various stakeholders;
• Assist in organizing other planning sub-committees that may be required to carry out other
planning activities such as communicating/popularizing the Plan, mobilizing resources,
monitoring and evaluation; and
• Perform such other functions as may be required by the LCE towards the completion,
adoption, popularizing, implementing and monitoring the CDP.
 Synchronized Local
Planning and Budgeting
Calendar (2016)
 Year/Month NG Oversight Agencies’ Activities
Guidelines, Manuals, Tools,
Systems

Year 1 - July • RPS Sourcebook (Election Year) Reconstitution of Local

• CDP Guide and Illustrative Planning Team
Guide (DILG)

• DILG Policy Guidelines on Preparation of Workplan for

Updating of Local Plans updating/preparation of CDP

• RPS Sourcebook • Updating of RaPIDS/LDIS

• CDP Guide and Illustrative • Updating of Ecological Profile
Guide (DILG)
• LGPMS (DILG)
• RaPIDS (DILG)
 Year/Month NG Oversight Agencies’ Guidelines, Activities
Manuals, Tools, Systems
Year 1 – August to • RPS Sourcebook • Formulation of goals,
November • CDP Guide and Illustrative strategies, and objectives
Guide (DILG) • Identification of priority PPAs
• RaPIDS (DILG) to achieve the goals and
objective for the next 6 years
Year 1 - • DILG Guidelines on (Election Year) Reconstitution of
September Reconstitution of Local Special Local Special Bodies
Bodies
• CSO Handbook
 Year/Month NG Oversight Agencies’ Guidelines, Activities
Manuals, Tools, Systems
Year 1 – November- • DILG Policy Guidelines on Chair to present Structured List of
December Updating of Local Plans PPAs
• RMM (BLGF) Medium-term Revenue Forecasts for
Planning Purposes generated by Local
Treasures
• BOM (DBM) Medium-term Revenue Forecasts for
Current Operating Expenses prepared
by Local Finance Committee
 Year/Month NG Oversight Agencies’ Guidelines, Activities
Manuals, Tools, Systems
Year 1 – November- • RPS Sourcebook • Sectoral Development Plans
December • CDP Guide and Illustrative Guide completed (List of PPAs)
(DILG) • Preparation of first draft of LDIP
Year 2 - January • CDP Guide and Illustrative Guide • Finalization of LDIP
(DILG) • Drafting of Implementation
• RMM (BLGF) Instruments
Year 2 - February • CDP Guide and Illustrative Guide • Finalization of Implementation
(DILG) Instruments
 Year/Month NG Oversight Agencies’ Guidelines, Activities
Manuals, Tools, Systems
Year 2 – March • CDP Guide and Illustrative Guide • Approval of CDP to include
(DILG) the implementation
Instruments
• Submission of CDP to the
Province for review
Year 2 - May • RPS Sourcebook • Preparation of AIP by the Local
• CDP Guide and Illustrative Guide Finance Committee
(DILG)
• RMM (BLGF)
• BOM
 Year/Month NG Oversight Agencies’ Guidelines, Activities
Manuals, Tools, Systems
Year 2 – June 7 • CDP Guide and Illustrative Guide • Approval of AIP by the
(DILG) Local Sanggunian
• BOM
Year 2 – June 16 • BOM (DBM) Issuance of Budget Call
Year 2 – July 5 • BOM (DBM) Conduct of Budget Forum
Year 2 – July 15 • BOM (DBM) Prepare and submit Budget
Proposal (department heads)
Year 2 - August • BOM (DBM) Conduct of Budget Hearing
 Year/Month NG Oversight Agencies’ Activities
Guidelines, Manuals, Tools,
Systems
Year 2 – October • BOM (DBM) Preparation and Submission of
Executive Budget
Year 2 – October 17 • BOM (DBM) Enactment of an Appropriation
onwards Ordinance
Year 2 – Within 3 days • BOM (DBM) Submission of Appropriation Ordinance
after the approval of to Province for Review
Ordinance authorizing the
Annual appropriation
 Year/Month NG Oversight Agencies’ Activities
Guidelines, Manuals, Tools,
Systems
Year 3 January- • BOM (DBM) • Budget Execution
December • Budget Accountability
• RPS Sourcebook Monitoring of implementation of the
• CDP Guide and Illustrative CDP
Guide (DILG)
 Year/Month NG Oversight Agencies’ Activities
Guidelines, Manuals, Tools,
Systems
April • CDP Guide and Illustrative Adjustment of LDIP
Guide (DILG)

May • CDP Guide and Illustrative Preparation of AIP

Guide (DILG)

June 7 • CDP Guide and Illustrative Approval of AIP

Guide (DILG)
Preparation of the Harmonized Workplan
 Mainstreaming Actions

1. Ensure that the Planning Team Output Documents

includes those who will represent
DRR-CCA Concerns 1. Executive Order (Form 1a)

2. Harmonized Workplan for

2. Include the conduct of CDRA in the Preparation of CLUP
the Workplan and CDP (Form 1b)
 STEP 1 to do Checklist:

Scenario 1 (Without/outdated CDP, Without CLUP), and

Scenario 2 (Without/outdated CDP, With CLUP not DRR-CCA mainstreamed):

1. (Re)convene the Local Development Council (LDC) and the Planning Team.
2. If needed, conduct a stakeholders’ analysis.
3. Prepare the Executive Order.
4. Prepare and adopt a workplan for the preparation/ updating of the CDP and CLUP with CDRA as one of the preliminary
activities, prior to Step 2 (Revisit Existing Plans and Review LGU Vision) of the CDP process.
5. Conduct CDRA
6. Using the CDRA results, the Planning Team can simultaneously mainstream DRR-CCA in the (a) development/
updating CLUP, as well as (b) in the CDP .

Scenario 3 (Without/outdated CDP, With DRR-CCA

mainstreamed CLUP): Scenario 4 (Updated CDP, With or without CLUP):

1. Remobilize the Planning Team.
2. Prepare the Executive Order
3. Prepare and adopt a workplan for the preparation/ updating of the
CDP.
4. Using the CDRA results and situational analysis from the
CLUP, the DRR-CCA Functional Committee leads the
mainstreaming of DRR-CCA in the development of the CDP.
1. (Re)mobilize the Planning Team to review if DRR-CCA is already
mainstreamed in the recently approved CDP using the Review
Parameters in the CDP.
2. Should there be gaps in the CDP, plan the necessary actions
based on self-assessment using the Review Parameters for
Risk-informed CDP (Table 31, Chapter III of this Guide).
THANK YOU!