2021 from the University of the Philippines Visayas and the Department of the Interior and Local Government. This institutional public service project is under the UPV Office of the Vice Chancellor for Research and Extension (OVCRE) and is implemented by the Office of Continuing Education and Training (OCEP). First published in 2021 by the University of the Philippines Visayas and the Department of the Interior and Local Government.
Nuyda, CESO III, former Regional Director DILG Region 6 and the University of the Philippines Visayas last March 23, 2018. OCEP is under the Office of the Vice Chancellor for Research and Extension of the University of the Philippines Visayas (UPV). To conceptualize and coordinate the initial phases of the SUC-Assisted Approach in CDP Formulation project.
In the Philippines, the formulation of the Comprehensive Development Plan (CDP) used to be the responsibility of national government agencies until the adoption of the Local Government Code of 1991 (Republic Act 7160). The SUC-supported approach in CDP formulation modules sets out the principles and guidelines in the formulation of the CDP, the ecological profile and the local development investment programme.
PROGR AM
Overview
Workshop Objectives
Workshop Outcomes
Workshop Outputs
A coach provides drills and uses lectures, conducts demonstrations, supervises skill practice, and provides feedback on participants' results. The Training Monitor checks the requirements or tasks that LGUs are expected to do or bring to the workshops. The secretariat is in charge of registration, distribution of materials, assembly of production, feeding of equipment.
They assist the facilitator in carrying out the training and distribution of certificates and training materials. The Process Documentation team is in charge of documenting the activities, discussions and agreements, and organizing the outputs during the training sessions.
Participants
Requirements and Materials
After the workshop Conduct follow-up sessions in their LGUs to ensure outcomes are met.
Workshop Sessions
Collection of appropriate operating expense data including existing debt service and determination of historical trends.
Module Overview and Expectations Check
STEPS
Introduction to the Training-Workshop expectations
Expectations check
Process training expectations of the participants
Understanding Local Development Investments Programming
- Deliver the lecturette
- Discuss briefly and answer basic questions below
- Let participants provide feedback for clarifications
- Understanding the Prioritization of the Structured List of PPAs
- Sort simple and complex goals
- Sift the interventions
- Get feedback from participants
- Discuss Urgency Test Matrix for infrastructure projects
- Present the Goal Achievement Matrix tool
- Present the alignment of projects with plans
- Present and discuss briefly Form 3a
- Present Form 3b
- Activity Components
- Estimated Cost of Resource Inputs - What amount of implementation funding is required?
- Justification of the Project
- Target Beneficiaries
- Possible Risks or External Factors that Could Frustrate the Realization of the Project
- Expected Private Sector Response
- Collect the initial drafts
- Check group outputs
- Give instructions for the next day
The trainer discusses with the participants their questions and comments at the end of the presentation. The trainer connects the topic with the results of the previous module on sectoral planning. The trainer asks the participants about their results from the previous modules in VRG, PSFM, Problem Tree and the long list of PPAs.
It shows how to eliminate duplicates and combine those from the same goal statement, then asks participants to rank the goals whether they are simple or complex (use Appendix 4A). The trainer instructs the participants to screen the projects according to the sources of funds (or ownership) such as funds coming from national and local institutions or the private sector. The trainer gets feedback from the participants and discusses their questions or comments at the end of the presentation.
The trainer discusses the Goal Attainment Matrix (GAM) tool in evaluating projects according to their perceived contribution to the achievement of each goal. If the Level of Urgency/Goal Attainment Matrix was used, the trainer instructs the participants to complete the plan alignment table (Appendix 4E). Project summaries will need to be prepared by the time they attend the next module workshop (Appendix 4H).
Are the project's natural resource requirements guaranteed to be met throughout the project's life? What are the expected responses from the private sector and other interested parties to the changes that will result from the project. The facilitator collects initial drafts from the participants at the end of the session.
The Training Monitor verifies the completeness of the forms or results assigned for that day. The moderator explains the incompleteness of the results to the participants and ensures that the participants can indicate the compliance in their action plan to complete the results. It also looks for participants' results to ensure that they have provided a hard copy and an electronic copy to the moderator.
Understanding Revenue Forecasting
- Conduct a workshop and discuss the forms briefly
- Discuss workshop outputs
- Initial Annual Forecast
- Initial Quarterly Forecast LGU Name
- Final Quarterly Forecast LGU Name
The trainer will give participants sixty (60) minutes to complete the revenue forecast templates. Cell shaded yellow required manual input 1 Enter the LGU name in cell C1 2 Enter the forecast year in cell C2. 3 Enter quarterly direct debits for RPT, BT, F & C and EcoEnt in columns C, E, G and I. Columns D, F, H and J in red font are calculated automatically.
Understanding Expenditure Forecasting
- Present and discuss briefly Form 3c
- Projected Total Revenues Less
- Projected Mandatory Expenditures
- New Development Investment Financing Potential (NFIFP) (1.0
- Internal Revenue Allotment (IRA) 5.0 20% Local Development Fund
- LDF Compliance Ratio (3.0/5.0)
- Collect the initial drafts
- Check group outputs
- Give instructions for the next day
- Review forms and conduct workshop
- Present Forms 3d and 3e
- Presentation of Workshop Output
- Discuss feedback from participants
Projection of new investment financing potential (Appendix 4I) which participants will fill in at the end of the presentation. The facilitator collects the initial drafts from the participants at the end of the session. The Training Monitor discusses with the Trainer and Facilitator whether the workshop objectives have been achieved (see Appendix 4C).
For Day 3, the facilitator informs participants that 90 minutes will be allocated for workshop to continue working on the BLGF templates and Form 3c. The trainer reviews the forms and templates from the previous workshops from STREAM 1 to 3 as a basis for some of the input in the subsequent forms. Summary of medium-term financing plan (excel file can be obtained from Form 3d) and Form 3e (Appendix 4J).
Administration of Activity Evaluation Form and Next Steps
- Synthesize the training workshops
- Get feedback from the participants
- M and E examines the workshop objectives and outputs of the participants
- Finalize agreements and next steps
- Step 5. Administer the Post-Test Capacity Assessment form and Activity Evaluation Form
- Inform participants about the Exit Interview Workshop
- Accept and Give Forms
- Administer evaluation form
- Collect forms, outputs and give certificates
Administer the Post-Test Capacity Evaluation Form and Activity Evaluation Form and Activity Evaluation Form. The facilitator has participants complete the post-test capacity assessment survey (see Annex 4K) and the activity evaluation form. The post-test capacity assessment tool contains the same items in the pre-test capacity assessment form found in Module 1, Annex 1H.
The purpose of the survey is to determine if there are changes in the responses of the respondents in terms of knowledge, competency skills and LGU's institutional capacity leading to the SUC-supported approach training workshops. Results of the pre- and post-test surveys are presented to the participants during the Exit Interview of the project. It is expected that through CDP-related training workshop intervention, there is an improvement in the professional competence of the TWG members and the institutional capacity of the LGU.
The facilitator informs the participants that the results of the pre-test and post-test capacity assessment survey results will be presented and discussed with them during the Exit Interview workshop. The certificate of attendance and certificate of participation are given to participants who have met the requirements. The Training Monitor discusses with the Trainer and Facilitator whether the workshop objectives have been achieved (see Annex 4M).
Post-activity evaluation aims to highlight the good points of the training-workshop activity so that organizations can continue to do it in the same way in future training workshops. It also points out things that need to be improved or changed in the activity to make everything better. The facilitator, assisted by the Secretariat, collects all the forms submitted by the participants (Form 1c, Form 1d, activity evaluation form and action plan).
ANNEXES
ANNEX 4B
Categories of Simple Goals per sector
ANNEX 4D
Projects According to Ownership
ANNEX 4F
Projects vis-à-vis Plans or Goals
ANNEX 4H
Target Outputs or Success Indicators
Possible Risks or External Factors that Could Frustrate the Realization of the Project
ANNEX 4I
ANNEX 4K
Post-Test Capacity Assessment Survey
- Profile of Planners
- Institutional Capacity of the LGU in the Formulation of the CDP 1 Status of the LGU’s
- How important is the Comprehensive Development Plan to your town? (1 as not important and 5 as very important). Encircle
- What is Planning to You?
- In future trainings, what specific topics should be included to assist you in making your LGU’s CDP?
- What are your reasons or motivations in requesting for additional trainings (or formal schooling) on CDP formulation?
- Resource Speakers/Facilitators
- Training Secretariat
- Venue
DILG Memorandum Circular No strengthening of linkage between national/regional/provincial development plans, programs and activities with CDP). Section 106, RA 7160 – Local Development Council ((a) Each local government unit shall have a comprehensive multisectoral development plan to be initiated by its Development Council and approved by its Sanggunian). The Institutional Capacity of the LGU in the Formulation of the CDP C.1 Status of LGUs C.1 Status of LGUs.
In future training, what specific topics should be included to help you make your LGU's CDP. What are your reasons or motivations for requesting additional training (or formal schooling) on CDP formulation. or formal schooling) on CDP formulation. What factors might prevent you from applying at work what you have learned from these training workshops.
Too little time, too many tasks, no opportunity to further apply what has been learned from training or formal schooling, opportunities to implement learning or more actual planning; coaching support; .. enough time to use the knowledge, etc.). Please indicate the number that best corresponds to your assessment of the design and management of the program. How would you rate your level of satisfaction with the overall delivery of this training?
What can you advise us to improve such activities in the future.
MONITORS
