Harmonizing Planning, Investment Programming, Budgeting, Revenue Administration and Expenditure

ManagementManagementDEPARTMENT OF THE INTERIOR AND LOCAL GOVERNMENT

Region V

DILG’s MandateDILG’s Mandate

DILG is mandated to formulate local planning guides in coordination with planning guides in coordination with

NEDA and the LGU leagues (Article 182, par. K of the IRR of the LGC of 1991)p f f f 99

NGA Initiatives on Local NGA Initiatives on Local Planning and BudgetingPlanning and Budgeting

DILG NEDA DBM DOF

Planning and BudgetingPlanning and Budgeting

DILG NEDA

PROVINCIAL /

DBM DOF

RATIONALIZED PLANNING

SYSTEM(RPS)

PROVINCIAL /LOCAL PLANNING &

EXPENDITURE MANAGEMENT

(PLPEM)

UPDATED BUDGETOPERATIONSMANUAL FOR LGUs (UBOM)

REVENUE ADMINIS-TRATION

(PLPEM)

LOCAL GOVERNMENT UNITS

Joint Memorandum Circular Joint Memorandum Circular No 001 Series of 2007No 001 Series of 2007No. 001 Series of 2007No. 001 Series of 2007

08 March 200708 March 2007

Department of the Interior and Local GovernmentNational Economic and Development Authority

Department of Budget and ManagementDepartment of Finance

Joint Memorandum Circular No. 001

P

001 (March 8, 2007)

• Provide guidelines on the harmonization of local planning, investment programming, revenue NEDA

DOFadministration, budgeting & expenditure management;

• Strengthen NGA – LGU interface

DILGDOF

DBM

Strengthen NGA – LGU interface

• Strengthen complementation between the Province and its component cities/ municipalities

• Clarify and spell outClarify and spell out responsibilities among the Oversight Agencies

Highlights and Significant Features of the JMC

ROLES OF OVERSIGHT AGENCIESROLES OF OVERSIGHT AGENCIES

• establish and formulate plans, policies and programs to strengthen the technical, fi l d d i i t ti biliti f l l t d

DILG

fiscal and administrative capabilities of local governments; and• continue its advocacy towards a rationalized planning system for adoption by all cities and municipalities

• coordinate the formulation of continuing and integrated socioeconomic

NEDA

• coordinate the formulation of continuing and integrated socioeconomic development plans, policies and programs which are embodied in the MTPDP, • formulate the annual and medium-term public investment programs • monitor and evaluate plan implementation• integrate the approved plans of provinces highly urbanized cities andNEDA integrate the approved plans of provinces, highly urbanized cities and independent component cities in the Regional Development Plan and the MTPDP.

• promote the sound, efficient and effective management and utilization of government resources

DBM

g• promulgate a budget operations manual for LGUs

• supervise the revenue operations of all local government units• promulgate a Manual of Operations for Treasurers

DOF

• formulate standards, rules and regulations for the proper classification, appraisal and assessment of real property

Highlights and Significant Features of the JMC

B Province – City/Municipality Complementation

of the JMCSYNCHRONIZATION PROCEDURESYNCHRONIZATION PROCEDURE

B. Province – City/Municipality Complementation

The province could be the most effective channel for cascading information and technology to all levels of local governmentinformation and technology to all levels of local government.

a greater number of technically qualified personnel;

has greater resource with which to acquire modern technology which could be shared with component LGUs;

in the best position to effect integration of local plans andin the best position to effect integration of local plans and planning processes

Provincial Governor is the vital link of the LGUs to the national government thru the RDCgovernment thru the RDC

Highlights and Significant Features of the JMCof the JMC

SYNCHRONIZATION PROCEDURESYNCHRONIZATION PROCEDURE

B Province – City/Municipality Complementation

Technical personnel of the province enjoy direct access to planning data, expertise and technology which are usually available at the

i l l l

B. Province – City/Municipality Complementation

regional level

Power of automatic review of all policies & actions of the component LGUs by the SP can be utilized to:

effect reconciliation and integration between the plans of component LGUs and those of the provincial government.

resolve issues between adjoining municipalities including those conflicting land use proposals and zoning policies and settlement of boundary disputes.

Planning Mandates and Implementing MechanismsImplementing Mechanisms

Plans Definition Main Contents Time-frame

CLUP Policy guide for the regulation of land uses embracing the LGU’s entire

Policies on settlements, protected areas, production areas, and infrastructure

10-15years

embracing the LGU s entire territorial jurisdiction

infrastructure

CDP Multi-sectoral plan to promote the general

lf f th LGU

Sectoral goals, objectives, strategies, programs, projects and legislative

6 years

welfare of the LGU. measuresELA Term-based component of

the CDPSectoral goals, objectives, strategies, prioritized programs and projects, prioritized legislative measures

3 years

p gLDIP Principal instrument for

implementing the CDP and ELA and to some extent, certain aspects of the CLUP

Prioritized PPAs and program for planned financing

3 years

certain aspects of the CLUPAIP One year slice of the LDIP Prioritized PPAs proposed for

inclusion in the annual local budget.1 year

Sectoral Plans Integration into the Sectoral Plans Integration into the CDP and CLUPCDP and CLUPCDP and CLUPCDP and CLUP

CLUP CDP

Agriculture and Fisheries Management Plan, including the Strategic Agriculture and Fisheries Development Zone (SAFDZ)

Local Poverty Reduction Action PlanGender and Development PlanIntegrated Area Community Peace & Order & Public Safety PlanDevelopment Zone (SAFDZ)

Forest Management Plan or Forest Land Use PlanSustainable Integrated Area Development Plan or Local Agenda 21

& Public Safety PlanAction Plan for the Council for the Protection of ChildrenPlan for the ElderlyPlan for Health & Family Planning21

Watershed Management PlanAncestral Domain Sustainable Development & Protection PlanProtected Area Management Plan

Plan for Health & Family PlanningNutrition Action PlanLocal Shelter PlanAnnual Culture & Arts Plan Local Tourism Development PlanProtected Area Management Plan

Coastal Resources Management PlanCoconut Zone Development Plan

pFood Security PlanLocal Entrepreneurship Development PlanIntegrated Communication technology PlanSolid Waste Management PlangDisaster Management Plan

What is the Relationship of What is the Relationship of ELA to Other LGU Plans?ELA to Other LGU Plans?ELA to Other LGU Plans?ELA to Other LGU Plans?

Comprehensive Land Use PlanLong-Term Framework Plan

Barangay Developments Comprehensive

Zoning Plan/Ordinance

Medium Term Barangay Developments & Other Sectoral Plans

Comprehensive Development Plan

Implementation

Medium-Term Framework Plan

Executive and Legislative Agendap e e o

Instruments

Local Development Investment Program

Regulatory Measures

Annual Investment Plan

JMC DILGNEDAJ

Roll-Out Plan

NEDA

Plan DBMDOF

Synchronized Planning, Investment Programming, Budgeting, Revenue Administration and Expenditure

Managementge e

Strategies of the Roll-Outg

P���� 1

P ��� 2

Basic Orientation on JMC

Technical Trainings on tools/procedures

• Familiarization of the JMC •Hone technical skills on the use/

tools/procedures

• Introduction of strategies for implementation by LGUs

• Cross referencing tools

•Hone technical skills on the use/application of tools and

instruments as suggested in various guides of

and approaches • Springboard for

the technical trainings

various guides of oversight agencies

Basic Orientation (phase 1)

Cl t 1 M i th

Participants Basic Content Unique Content Target dates

(p )

Cluster 1:Regional Directors

of OAs

Cl t 2

Rationale, Objectives and Core Messages

Managing the implementation

of JMC

2nd Wk June 2007National

Team (DILG as Cluster 2:

NGAs requiring

Sectoral Plans andDonor Agencies

Synchronized Local Planning and

Budget Calendar

Addressing the Multiplicity

of Plans

4th wk June 2007

(DILG as convenor)

Cluster 3:LCEs & POs of

Sanggunian

Integrated Framework on

RPS, PLPEM,

Enhancing the Province-City/Municipality

Complementation

Starting 1st wk

August 2007 RDC CDP Manual, UBOM and Rev Admin

Functions and Role

Complementation gRDC Structure (DILG as convenor)

Cluster 4PPDC, Prov. Budget Officer,

Prov. Treasurer, Chair of Appro. Com. Of

Cross-referencing of Tools and

Starting3rd wk of Oversight Agencies

Chair of Appro. Com. OfSanggunian

+City and munis counterpart

of Tools and Approaches

3rd wk August 2007

Technical trainings on tools and procedures

Participants Content

and procedures (Phase 2)

PPDC, Tools on planning and i t t i

Participants Content

Provincial Budget Officer,

Provincial Treasurer , Assessor

investment programming

Tools and procedures

DILG

NEDA StartingAssessor, Accountant &Chair of LFC

+

on budgeting and expenditure management

Integrative Framework

NEDA

DBM

Starting3rd wk

Aug 2007

counterparts incomponent

cities/municipalitiesTools and approaches on revenue administration

DOF(individually or

jointly)

JMCJMCJMC JMC RollRoll--Out Out

PlanPlan

Thank you!Thank you!