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Capability-Building on Community-Based Monitoring System. Dir. Manuel Q. Gotis Bureau of Local Government Development Department of the Interior and Local Government. Outline of Presentation. CBMS as a Tool for Improved Local Governance Integration of CBMS In the Local Operations

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capability building on community based monitoring system

Capability-Building on Community-Based Monitoring System

Dir. Manuel Q. Gotis

Bureau of Local Government Development

Department of the Interior and Local Government

outline of presentation
Outline of Presentation
  • CBMS as a Tool for Improved Local Governance
    • Integration of CBMS In the Local Operations
    • Uses and Applications of CBMS
    • Various Policy Issuances Supporting the Institutionalization of CBMS
  • Status of CBMS Implementation
  • Scaling-Up CBMS Implementation
    • Advocacy and Capacity-Building Activities on CBMS
    • Collaboration with other Stakeholders
  • Challenges for Scaling-up
cbms as an instrument for local governance
CBMS as an Instrument for Local Governance
  • DILG has adopted the CBMS as a vital instrument for the various phases of local governance
    • Impact monitoring and tracking progress on poverty reduction efforts including our commitment on the Millennium Development Goals (MDGs)
    • Development planning and budgeting
    • Resource allocation and program targeting
    • Evidence-based legislation
cbms as an instrument for local governance1
CBMS as an Instrument for Local Governance
  • CBMS has proven its relevance at the different level of local governments




  • Eventually, we hope that CBMS can be utilized for program targeting and policy direction by national agencies
integrating the cbms in the local operations
Integrating the CBMS in the Local Operations

Tool to monitor

the condition of the



Community Based

Monitoring System











System to rationalize

Planning with the CDP/ELA as term-based




System to


LGU capacities

local governance performance management system
Local Governance Performance Management System
  • Build a culture of performance highly essentialin an environment of local autonomy
  • Build a culture of database management for planning, budgeting, legislation, project development, partnerships, etc.
  • Revolutionalize the way we relate with local governments
  • A tool of choice for decision makers

local legislation; transparency; participation





development planning; revenue generation; resource allocation and utilization; financial accountability, customer service; human resources management and development



health and nutrition; education;

housing and basic utilities; peace, security and disaster risk management

agriculture and fisheries development; business, enterprise and industry promotion

natural resources management; waste management , pollution control and urban land quality



5 Themed Performance Areas

and 17 Sub-Themed Service Areas

dynamic set of indicators of lgpms
Dynamic Set of Indicatorsof LGPMS
  • Clustered along:
      • Performance
      • Productivity
      • State of Development
    • and organized as:
      • Checklist Type
      • Exclusive Type
      • Percentage Type
      • Value Type

Harmonization of Local Planning, Investment Programming, Revenue Administration, Budgeting and Expenditure ManagementJoint Memorandum Circular No. 001 Series of 200708 March 2007

Department of the Interior and Local Government

National Economic and Development Authority

Department of Budget and Management

Department of Finance

jmc no 001 series of 2007
JMC No. 001 Series of 2007
  • Product of collaborative efforts among 4 national oversight agencies
  • Landmark policy which is envisioned to positive influence on the local development process

synchronization ofLocal planning, investment programming, revenue administration, budgeting and expenditure





Working in partnership towards

joint memorandum circular no 001 march 8 2007
Joint Memorandum Circular No.001 (March 8, 2007)
  • Provide guidelines on the harmonization of local planning, investment programming, revenue administration, budgeting & expenditure management;





  • Strengthen NGA – LGU interface
  • Strengthen complementation between the Province and its component cities/ municipalities
  • Clarify and spell out responsibilities among the Oversight Agencies
highlights and salient features of jmc
Highlights and Salient Features of JMC
  • Clarification of the roles of DLG, NEDA, DBM, and DOF
  • Re-definition of Annual Investment Program (AIP) for planning
  • Complementation between the Province and its Component Cities and/or Municipalities Expenditure Management
  • Synchronized Local Planning and Budgeting Calendar
executive and legislative agenda ela 3 year cdp of lgus
  • Implementation instrument that strengthens utilization of LGU information, the plans and stakeholder agenda that builds in the resources and capacities required to carry out the priorities
  • Document that contains governance program of LGUs for a given period, usually 3 years corresponding to the term of office of elected officials
  • Utilizes participatory process that promote partnership between local executive and legislative and the involvement of multi-stake holders in the identification and programming of 3-year LGU development priorities
uses of cbms
Uses of CBMS
  • Builds the capacity of the members of the community to participate in the development planning and monitoring process
  • Enhances the preparation of socioeconomic profiles, development and investment plans
  • Aids in diagnosing poverty at the local level and identifying eligible beneficiaries
  • Aids in formulating appropriate interventions and resource allocation
  • CBMS data can be used as basis for impact monitoring of projects and programs
identifying eligible beneficiaries
Identifying Eligible Beneficiaries
  • CBMS can facilitate targeting by providing information on who are the eligible beneficiaries for specific programs
    • Selection of beneficiaries for Housing Projects (Marinduque)
    • Targeting beneficiaries of a health program (Labo, Camarines Norte)
    • Identification of disadvantage sector like the
      • People With Disabilities
      • Out-School- Youth (OSY)
      • Women
      • Senior citizen
identifying eligible beneficiaries1
Identifying Eligible Beneficiaries

Simple Composite Poverty IndicatorPasay City Ranking

  • Composite indicators can be used to rank the poorest households in the village or municipality
    • Selection of beneficiaries for health insurance program
    • Identification and provision of appropriate livelihood assistance to poor families

The table shows the first 20 households with the most unattained indicators - data could be use for selecting the 20 poorest households.

poverty diagnosis mapping and planning
Poverty Diagnosis, Mapping and Planning
  • Project on Strengthening LGU Capacity on Poverty Assessment, Mapping and Planning (WB-ASEM)
    • Province-wide implementation of CBMS
      • Marinduque
      • Camiguin
      • Masbate
    • Poverty maps and local poverty reduction action plans (LPRAP) for all the municipalities and cities
localizing and monitoring of mdgs
Localizing and monitoring of MDGs

Science City of Muñoz

  • Utilized CBMS data in proposing projects funded by donor agencies such as the UN-Habitat and UNDP
  • CBMS results guided them the implementation of the housing project specially identification of beneficiaries

Pasay City

  • Guide the implementation of Family-based MDG Localization specially on targeting beneficiaries for MDG PPAs
memorandum circulars policy issuances supporting the use of cbms
Memorandum Circulars & Policy IssuancesSupporting the Use of CBMS
  • NAPC En Banc Resolution No. 7 (issued in March 2003)
    • Directing LGUs to adopt the 13 core local poverty indicators as the minimum set of community-based information for poverty diagnosis and planning at the local levels
  • DILG Memorandum Circular 2003-92 (issued in April 2003)
    • Setting policy guidelines for the adoption of the 13 core local poverty indicators for planning.
memorandum circulars policy issuances supporting the use of cbms1
Memorandum Circulars & Policy IssuancesSupporting the Use of CBMS
  • DILG Memorandum Circular 2004-152 (Issued in November 2004)
    • Encouraging LGUs to intensify efforts towards the achievement of the millennium development goals (MDGs).
    • Enjoins LGUs monitor and diagnose the nature and extent of poverty using CBMS.
  • NSCB Resolution No. 6, Series of 2005
    • Recognizes and enjoins support to the CBMS as a tool to strengthen the statistical system at the local level.
    • Directs the NSCB Technical Staff to initiate and coordinate an advocacy program for the adoption of the CBMS by the LGUs, through the RSCCs, the technical arm of the NSCB Executive Board in the regions.
memorandum circulars policy issuances supporting the use of cbms2
Memorandum Circulars & Policy IssuancesSupporting the Use of CBMS
  • NSCB Approval of the CBMS Instruments (September 2005)
    • Approval and clearance for the use of the CBMS instruments in monitoring poverty at the local level.

NSCB Approval No. DILG 0513-01- HHPQ

NSCB Approval No. DILG 0513-01- BPQ

  • NEDA-SDC Resolution 3, Series 2006
    • Adopting the CBMS as an MDG monitoring tool

Coverage of CBMS Implementation in the Philippines as of Sept 2007

  • 35 provinces
  • 20 of which are province-wide
  • 24 cities
  • 408 municipalities
vision for cbms
Vision for CBMS
  • Nationwide Coverage of CBMS
    • All 81 Provinces (province-wide coverage) by 2010
  • Setting-up of the National Repository on CBMS
  • CBMS integrated in the planning, budgeting, programming, beneficiary-targeting and other activities of LGUs

Scaling-up CBMS Implementation

  • Advocacy and Capacity-Building
    • Development Advocacy Materials and Training Manuals
    • Regional Trainors’ Training for DILG Regional CBMS Focal Teams
    • Technical assistance to LGUs implementing CBMS
scaling up cbms implementation1
Scaling-up CBMS Implementation
  • Continuous advocacy to LGUs
    • Part of the orientation program for the New Elected Officials (NEO)
    • Incorporated in the roll –out of the Rationalized Planning System (PRS) and JMC No. 1 on Planning, Budgeting and Revenue Mobilization (DILG, NEDA, DBM, & DOF)
scaling up cbms implementation2
Scaling-up CBMS Implementation
  • Collaboration with other Agencies/Partners
    • NAPC, DSWD and NEDA
    • MEDCO – for Mindanao-wide coverage of CBMS
    • Leagues of Municipalities of the Philippines (LMP) – in LMP pilot sites
    • PhilHealth – NHIP Indigent Program
    • DOH - Fourmula 1 Sites (16 provinces)
    • PDRN –Minalen and Sto-Tomas, Pampanga
    • Kaakbay – follow-through for Masbate
  • Nationwide campaign on the adoption of CBMS
    • Synchronization of conduct of CBMS rounds
    • Recognition of the CBMS results as official data at the local level
  • Collaboration with all stakeholders and partners
  • Need for organizing more trainors ready to provide assistance to LGUs adopting CBMS
  • Preparation of uniform and standard training modules

(i.e multi-media training modules)