1. Department of Finance BUREAU OF LOCAL GOVERNMENT FINANCE
LGU PFM2 PROGRESS REPORT
May 2013 To June 2015
SUPPORT TO THE LOCAL GOVERNMENT UNITS FOR MORE EFFECTIVE AND ACCOUNTABLE PUBLIC FINANCIAL MANAGEMENT (LGU PFM 2 PROJECT)
This project is funded by the European Union and implemented
by the Government of the Philippines

2. What has been accomplished to date?
ACTIVITIES
OPE1/OPE2
SPECIFIC ACCOMPLISHMENT
ACTUAL DATE COMPLETED
TARGET DATE OF COMPLETION
Enhance LGFMS & Manuals on LGFPMS & SRE Regional Analysis
Technical Editing Completed
December 2013
May 2016
Enhance LGU Income Re-classification System
Consultation Workshop with stakeholders conducted
Draft bill has been presented to the DOF
Draft bill has been filed to the Senate under Senate Bill No. 2664
8 November 2013
September 2014
23 February 2015
June 2016

3. SPECIFIC ACCOMPLISHMENT TARGET DATE OF COMPLETION
What has been accomplished to date?
ACTIVITIES
OPE1/OPE2
SPECIFIC ACCOMPLISHMENT
ACTUAL DATE COMPLETED
TARGET DATE OF COMPLETION
Con’t.
Draft bill has been filed to the House under House Bill No. 5656
8 April 2015
June 2016
Updated Local Treasury Operations Manual (LTOM)
On-going review of the LTOM by the NKE
LTOM Review by the BLGF TWG
Series of Meetings to review the LTOM by the BLGF-LTOM-TWG
Meeting to Review the LTOM
April-June 2014
22-24 Oct 2014
27-29 May 2015
22-26June 2015
June 2016

4. TARGET DATE OF COMPLETION
What has been accomplished to date?
ACTIVITIES
OPE1/OPE2
SPECIFIC
ACCOMPLISHMENT
ACTUAL DATE COMPLETED
TARGET DATE OF COMPLETION
Enhance Manual on Evaluation of Local Treasury Operations of LGUs (MELTO)
Consensus building workshop
Writeshop of the MELTO
Briefing on the Operational Policies and the Adoption of the MELTO
Finalization of the MELTO
Training Of Trainors on the use of the MELTO
Seminar Workshop on the Use of MELTO:
Prov’l. Treas. & 1 staff – Regions 7,8,9 & 10
Regions 11,12 & CARAGA
Regions 1,2,3 & CAR
Regions 4a,4b,5 & 6
April 2014
August 2014
4-6 December 2014
11-12 May 2015
3-5 June 2015
8-10 June 2015
10-12 June 2015
15-17 June 2015
17-19 June 2015
October 2015
The funding for MELTO is from OPE2.

5. SPECIFIC ACCOMPLISHMENT TARGET DATE OF COMPLETION
What has been accomplished to date?
ACTIVITIES
OPE1/OPE2
SPECIFIC ACCOMPLISHMENT
ACTUAL DATE COMPLETED
TARGET DATE OF COMPLETION
Revise Assessment Examination/ Evaluation and Monitoring Manual (AEEMMM) for Non-Computerized LGUs
Consensus building workshop
Revise Manual Drafted
On-going review of the AEEMM
Consultation workshop on the AEEMM for non-computerized LGUs for finalization
Pilot testing of the AEEMM (non-computerized LGUs) nationwide thru BLGF Regional Offices
February 2014
June 2014
July 2014
25-28 November 2014
Continuing
October 2015

6. What has been accomplished to date?
ACTIVITIES
OPE1/OPE2
SPECIFIC ACCOMPLISHMENT
ACTUAL DATE COMPLETED
TARGET DATE OF COMPLETION
Develop AEEMM for computerized LGUs
Presentation of initial outputs by the NKE
Consultation workshop on the AEEMM for computerized LGUs
Pilot testing of AEEMM in Pasay City and Agusan del Sur Province
July 2014
25-28 November 2014
9-13 February 2015
&
23-27 February 2015
October 2015

7. What has been accomplished to date?
ACTIVITIES
OPE1/OPE2
SPECIFIC ACCOMPLISHMENT
ACTUAL DATE COMPLETED
TARGET DATE OF COMPLETION
Develop Public Financial Management (PFM) Manuals
Detailed Review of four (4) PFM Manuals
Finalized three (3) PFMs ready for printing
20-21 October 2014
June 2015
ACTIVITIES
OPE1/OPE2
SPECIFIC ACCOMPLISHMENT
ACTUAL DATE COMPLETED
TARGET DATE OF COMPLETION
Enhance e-SRE System
Pilot Testing
Training of Trainors conducted
11 Clusters training completed covering 224 provinces and cities
Consultative meeting with the BLGF mgmt. re revision of SRE Manual.
June 2013
July 2013
July 2013 – April 2014
January 2014
June 2015
The PFM Manuals are as follows:
1. A Manual on Determining Local Government Fiscal Capacity
2. Guide on Financing Modalities for Local Government Units
3. Guidebook for the New Local Government Financial Performance Monitoring System
4. Debt Management
However, the Debt Management Manual is merged/combined with the Financing Modalities, hence the 4 manuals became 3 manuals.

8. What has been accomplished to date?
ACTIVITIES
OPE1/OPE2
SPECIFIC ACCOMPLISHMENT
ACTUAL DATE COMPLETED
TARGET DATE OF COMPLETION
ACTIVITIES
OPE1/OPE2
SPECIFIC ACCOMPLISHMENT
ACTUAL DATE COMPLETED
TARGET DATE OF COMPLETION
Cont. Of Enhance e-SRE System
Training Workshop on eSRE Technical Training Plan for BLGF Technical Resources
Expert Panel Review of the Draft SRE Manual
Review and finalize the updated SRE Manual
Pilot testing of Revenue and Cash Flow Forecasting Template
Issuance of Department Order No dated May 28, 2015
27-28 Feb. 2014
20-23 June, 2014
16 February 2015
27-28 April 2015
28 May 2015
June 2015
The Training Workshop on eSRE Technical Training Plan for BLGF Technical Resources is actually the troubleshooting of the eSRE system.
Activities of eSRE have been completed under OPE2 (July 2014 to June 2015), except for Financial Monitoring System which will be conducted under OPE3. Financial Monitoring System is the enhancement of Central System of the eSRE to include the modules of __________
Department Order No dated May 28, 2015 is the electronic submission of QRRPA.

9. What has been accomplished to date?
ACTIVITIES
OPE1/OPE2
SPECIFIC ACCOMPLISHMENT
ACTUAL DATE COMPLETED
TARGET DATE OF COMPLETION
eSRE Based Treasurer’s Performance Rating
Consultative workshop with stakeholders
Draft Performance Standards exposed to the Regional Directors for further enhancement
Simulation workshop of Performance standards to BLGF Regional Staff
Roll out of the Performance Standards to the Province/City Treasurers of Visayas and Mindanao areas
Roll out of the Performance Standards to the Province/City Treasurers of NCR and Luzon areas
Issuance of Department Order No dated 20 January 2015
November 2013
February 2014
May 2014
June 2014
August 2014
20 January 2015
June 2016

10. What has been accomplished to date?
ACTIVITIES
OPE1/OPE2
SPECIFIC ACCOMPLISHMENT
ACTUAL DATE COMPLETED
TARGET DATE OF COMPLETION
Conduct PFM Competency Analysis for DOF & BLGF Policy Units
Attended workshop on the capacity development programs
Attended series of workshops on Foundation Courses Scheduled in 2015
August 2014
October- December 2014
May 2016
Interrelated Activities:
LGU Policy Agenda and Action Plan (LGU PFM Roadmap
Attended Consultation Workshops
April 2014

11. What are the remaining project activities in the pipeline?
OPE3 (July 2015 to June 2016)
TARGET DATE OF COMPLETION
Examination of local treasurers
Enhancement of Resource Mobilization Manual
Financial Monitoring System
June 2016

12. Other BLGF Project Engagement
BLGF-Local Government Revenue Generation and Land Administration Reforms Project (REGALA)
Accomplishment

13. Major Activities and Outputs REGALA Project
Proposed Outputs
Activities 1
Upscaling of parcel based land information initiatives in mature LGUs & adoption by new LGUs
- Capability development on GIS
-Database build-up & maintenance 2
Revised SMVs adopted, implemented, general revision (GR) conducted
Updating of property valuation & practices
Developing spatial databases & integrated revenue systems
Training of BLGF & ROs on valuation methods & practices 3
Revised CLUPs/CDPs, DRRM /CCA Plans, Draft Terms of Reference for the Master Plan on Preferred Urban Forms;
- Capacity building on land use planning
Training on DRRM/CCA Planning
Training on Master Planning for Preferred Urban Forms 4
Land tenure improvement
Land tenure profiling
Capacity building on land titling and registration processes
Technical assistance on a One Stop Shop facility

14. BLGF-REGALA Major Accomplishment
Operationalized spatial land information systems in all project LGUs
Operationalized integrated revenue systems in all project LGUs
5 LGUs serve as benchmarks for roll-out of valuation reforms
4 mature LGUs with updated SMVs approved by their Local Councils
4 mature LGUs with revised CLUP/CDP approved by their Local Councils

15. BLGF-REGALA Project Accomplishments
Ongoing development of DRRM/CCA plans
Ongoing preparation of the TOR for Master Plan of Preferred Urban Forms
Ongoing land tenure improvement

16. Initial Outcomes:
Improved in-house capacity to periodically revise their SMVs
Greater confidence of LGU in performance of work
Reduced transaction time for Business Permits/Fees and Real Property Taxes
Improved efficiency in BLP tax
collection
Increased local revenues generated
even without increasing tax rates
Example”:
San Carlos City is currently implementing the revised tax regine. Figures from the Treasurer’s Office in May 2015 showed that a total of 13,131 RPUs as against only 9,650 in 2014 or a 36% increase in number of RPUs. The same office also reported a total of PhP 23,382, in gross RPT collections as of May 2015 versus PhP 15,754, last May 2014 or a 48.4% increase in gross RPT collections as compared to their expected 30% increase.
The 2014 Total Assessed Value real property was placed at PhP 2,615,338,830 as compared to the Total Assessed Value in 2015 of PhP 3,546,453,487 or a 35.6% increase in total assessed value. A total of RPT Collectible of PhP 70,929, is expected for 2015.

17. Initial Outcomes:
Improved local capacity for comprehensive land management and planning
Improved local capacity for DRRM/CCA
planning
Increased LGU risk preparedness
Production of risk /vulnerability maps
Improved capacity for land tenure improvement

18. END OF PRESENTATION