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CDP Step 1: Organize and Mobilize the Planning Team

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Organizing & Mobilizing the Planning Team

Year 1

Yearly

Year 6

Setting/Revisiting the Vision

1

Determining Current Reality

2

Determining Vision-Reality Gap

3

Generating New Information

4

Extracting Intelligence

5

Determining Policy Option

6

Setting Goals and Objectives

7

Structuring Solutions

8

Approving and Legitimizing the Plan

9

Investment Programming

10

Budgeting

11

Implementing the Plan

12

Plan Monitoring and Evaluation

13

Adjusting

The LDIP

accordingly

14

THE ENHANCED CDP CYCLE

Step 1

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  • 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
  • Participatory
  • Consultative
  • Inclusive

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Major Activities

  1. Select members of the planning team.
  2. Prepare the Executive Order.
  3. Orient the members of the Planning Team on their roles and responsibilities.
  4. Prepare and adopt a Workplan for the preparation/updating of the CDP.

Output Documents

1. Executive Order (Form 1a)

2. Harmonized Workplan for the Preparation of CLUP and CDP (Form 1b)

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Lead Office/Persons

ROLES OF C/MPDC

Identify members of the core planning team based on the five development sectors.

Orient the members of the planning team on their responsibilities.

Prepare the Executive Order and Work Plan for the approval of the LCE.

ROLES OF C/MLGOO

Assist the C/MPDC in the identification of the members of the core planning team.

Assist the C/MPDC in the orientation of the Planning team.

Facilitate the preparation and approval of executive order.

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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

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Key Considerations

  • It is very important that the commitment of every member of the planning team is ensured thru an Executive Order with corresponding Workplan

  • As a functional committee, it should ensure that climate change and disaster risks are considered in plan formulation

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CDP Step 1: Organize and Mobilize the Planning Team

Local Planning Structures

Political Component

  1. Policy Making body that defines the content and direction of local government

  • Its principal function to deliberate to make decision or lay down policies

Technical Component

  1. Supplies the technical content and process of local planning

  • It generally has no decision making powers

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Local Planning Structure

Political Component

Local Development Council

LCE

Punong Brgy

Congg. Rep.

CSOs/POs

Local Sanggunian

Technical Component

Sectoral and Functional Committees

Department Heads

LDPO

NGAs

Private Sector Rep

Local Special Bodies

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Composition of Sectoral Committees�

CORE TECHNICAL WORKING GROUP ( “Must Have”)

EXPANDED TECHNICAL WORKING GROUP (“Nice to Have Around”)

FULL-BLOWN SECTORAL COMMITTEE (More, the Merrier”)

CTWG + Police Chief, Fire Marshall, Local Civil Registrar, PCUP, Nutrition Officer, Housing Board Rep, NSO, Manager of GSIS/SSS

ETWG + Sports Organizations, Religious Leaders, Labor groups, Senior Citizens, Media Reps, YMCA/YWCA, Civic Organizations, School Principals, Charitable Organizations

SOCIAL SECTOR

ECONOMIC SECTOR

PESO, Agriculturist, Tourism officer, Coop Development Officer, LPDO Staff, LDC Rep (Barangay), LDC Rep (CSO), Saggunian Rep

CTWG + DTI Rep, Chamber of Commerce & Industry, Trade Unions, Bank Managers, Market Vendors, Sidewalk Vendors, Cooperatives, Transport Organizations

ETWG + Lions Club, Jaycees, Rotary Club, Academe, other interested individuals/ groups

LPDO, SWDO, POSO, LDC Rep (Barangay), LDC Rep (CSO), District Supervisor, PTA Federation, Sanggunian Representative

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Composition of Sectoral Committees�

PHYSICAL AND LAND USE

ENVIRONMENTAL MANAGEMENT

Local Engineer, Zoning Officer, LPDO Staff, LDC Rep (Barangay), LDC Rep (CSO), Saggunian Rep, Local Architect

CTWG + Electric Coop Rep., Water District Rep., Real Estate Developers, Professional Organizations, Telecommunication Companies, Academe

ETWG + Other interested groups and individuals

LPDO Staff, LDC Rep. (Barangay), LDC Rep (CSO), Head of General Services, C/PENRO, Sanggunian Rep.

CTWG + Sanitary Inspector, C/PENRO, FARMC Reps, BFAR Rep., Heads of private Hospitals, Academe

ETWG + Environmental Advocates, other interested groups and individuals

CORE TECHNICAL WORKING GROUP ( “Must Have”)

EXPANDED TECHNICAL WORKING GROUP (“Nice to Have Around”)

FULL-BLOWN SECTORAL COMMITTEE (“More, the Merrier”)”)

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�Composition of Sectoral Committees�

INSITUTIONAL SECTOR

LPDO Staff, LDC Rep. (Barangay), LDC Rep (CSO), Local Administrator, Sanggunian Rep

CTWG + HRDO, Treasurer, Budget Officer, Assessor, Academe

ETWG + Religious groups, Good Governance Advocates, Other interested groups & individuals

CORE TECHNICAL WORKING GROUP ( “Must Have”)

EXPANDED TECHNICAL WORKING GROUP (“Nice to Have Around”)

FULL-BLOWN SECTORAL COMMITTEE (“More, the Merrier”)”)

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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

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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

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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

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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:

  1. Firmer grasp of local development thrusts and priorities;
  2. Better understanding of their role in steering the LGU into realizing its vision through appropriate legislative actions;
  3. Harmonization of executive and legislative actions towards a unified set of goals and objectives for the LGU; and
  4. Attainment of a shared responsibility and accountability for the CDP.

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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

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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.

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Synchronized Local Planning and Budgeting Calendar (2016)

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Year/Month

NG Oversight Agencies’ Guidelines, Manuals, Tools, Systems

Activities

Year 1 - July

  • RPS Sourcebook
  • CDP Guide and Illustrative Guide (DILG)

(Election Year) Reconstitution of Local Planning Team

  • DILG Policy Guidelines on Updating of Local Plans

Preparation of Workplan for updating/preparation of CDP

  • RPS Sourcebook
  • CDP Guide and Illustrative Guide (DILG)
  • LGPMS (DILG)
  • RaPIDS (DILG)
  • Updating of RaPIDS/LDIS
  • Updating of Ecological Profile

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Year/Month

NG Oversight Agencies’ Guidelines, Manuals, Tools, Systems

Activities

Year 1 – August to November

  • RPS Sourcebook
  • CDP Guide and Illustrative Guide (DILG)
  • RaPIDS (DILG)

  • Formulation of goals, strategies, and objectives
  • Identification of priority PPAs to achieve the goals and objective for the next 6 years

Year 1 - September

  • DILG Guidelines on Reconstitution of Local Special Bodies
  • CSO Handbook

(Election Year) Reconstitution of Local Special Bodies

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Year/Month

NG Oversight Agencies’ Guidelines, Manuals, Tools, Systems

Activities

Year 1 – November-December

  • DILG Policy Guidelines on Updating of Local Plans

Chair to present Structured List of 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

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Year/Month

NG Oversight Agencies’ Guidelines, Manuals, Tools, Systems

Activities

Year 1 – November-December

  • RPS Sourcebook
  • CDP Guide and Illustrative Guide (DILG)
  • Sectoral Development Plans completed (List of PPAs)
  • Preparation of first draft of LDIP

Year 2 - January

  • CDP Guide and Illustrative Guide (DILG)
  • RMM (BLGF)
  • Finalization of LDIP
  • Drafting of Implementation Instruments

Year 2 - February

  • CDP Guide and Illustrative Guide (DILG)
  • Finalization of Implementation Instruments

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Year/Month

NG Oversight Agencies’ Guidelines, Manuals, Tools, Systems

Activities

Year 2 – March

  • CDP Guide and Illustrative Guide (DILG)
  • Approval of CDP to include the implementation Instruments
  • Submission of CDP to the Province for review

Year 2 - May

  • RPS Sourcebook
  • CDP Guide and Illustrative Guide (DILG)
  • RMM (BLGF)
  • BOM
  • Preparation of AIP by the Local Finance Committee

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Year/Month

NG Oversight Agencies’ Guidelines, Manuals, Tools, Systems

Activities

Year 2 – June 7

  • CDP Guide and Illustrative Guide (DILG)
  • BOM
  • Approval of AIP by the Local Sanggunian

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

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Year/Month

NG Oversight Agencies’ Guidelines, Manuals, Tools, Systems

Activities

Year 2 – October

  • BOM (DBM)

Preparation and Submission of Executive Budget

Year 2 – October 17 onwards

  • BOM (DBM)

Enactment of an Appropriation Ordinance

Year 2 – Within 3 days after the approval of Ordinance authorizing the Annual appropriation

  • BOM (DBM)

Submission of Appropriation Ordinance to Province for Review

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Year/Month

NG Oversight Agencies’ Guidelines, Manuals, Tools, Systems

Activities

Year 3 January- December

  • BOM (DBM)
  • Budget Execution
  • Budget Accountability
  • RPS Sourcebook
  • CDP Guide and Illustrative Guide (DILG)

Monitoring of implementation of the CDP

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Year/Month

NG Oversight Agencies’ Guidelines, Manuals, Tools, Systems

Activities

April

  • CDP Guide and Illustrative Guide (DILG)

Adjustment of LDIP

May

  • CDP Guide and Illustrative Guide (DILG)

Preparation of AIP

June 7

  • CDP Guide and Illustrative Guide (DILG)

Approval of AIP

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Preparation of the Harmonized Workplan

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Mainstreaming Actions

  1. Ensure that the Planning Team includes those who will represent DRR-CCA Concerns

  • Include the conduct of CDRA in the Workplan

Output Documents

1. Executive Order (Form 1a)

2. Harmonized Workplan for the Preparation of CLUP and CDP (Form 1b)

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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 4 (Updated CDP, With or without CLUP):

 

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).

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

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THANK YOU!

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Workshop 1: Preparing the Harmonized Work Plan

Using the CDP Form 1b, prepare the harmonized work plan

It must include activities and sub-activities of the following:

  1. Pre-Plan Formulation Phase
    1. Mobilization
    2. Preliminary Assessment
  2. Plan Formulation Proper
    • Orientation, Organization, and Tasking
    • Seminar-Workshop on Characterization and Analysis (Conduct of thematic/sectoral assessments e.g. LDIS, CDRA)
    • Seminar-Workshop on CLUP
    • Seminar-Workshop on CDP
    • Seminar-Workshop on Implementing Tools
    • Finalization of Draft Plan and Implementing Tools
    • Plan Adoption and Approval
    • Monitoring and Evaluation

*Costing and Person/Office Responsible, may be included in the work plan

Duration: 45 minutes