DEPARTMENT OF THE INTERIOR AND LOCAL GOVERNMENT

LOCAL GOVERNMENT ACADEMY

BNEO Basic Orientation

BNEO Component 2: Jumpstarting Local
Governance
 BNEO Component 2: Jumpstarting Local Governance
Basic Orientation Framework
Public Ethics and Accountability Basics of RA 7160 for Barangays
*Key Concepts in Governance and Public
*Proper Decorum of Barangay Official Session 6 Session 1 Administration
* Public Accountability
*The Salient Features of Republic Act 7160
*The Filipino CORE values
*Basic Competencies of Public Servants
*Ethical Standards in Public Service
* RA 6713
*Grounds for Disciplinary Actions
*Modelling Transparency, Commitment, and
Accountability in Public Service
*Guide on Ethical Decision-Making
The Barangay Development Plan and
CapDev Agenda
DILG and its PPAs
*DILG History and Strategic
Session 5 B-AGAD Session 2
*Overview of Barangay Development Planning
*Barangay Development Planning Process
Direction *LGU Capacity Development Framework
*The Concept of General Supervision * B-AGAD
*Local Governance Resource Center
* Relevant PPAs for Barangays

Participation in Governance The Barangay Budget

*The Barangay and the Barangay based Institutions *Barangay Budget Process
*Understanding the Budget Cycle from Planning to
* Significance of RA 9418 in Empowering Barangays Session 4 Session 3 Implementation
for Community Development
* Barangay Assemblies *Budget Preparation Process
* Volunteerism within Local communities *Roles and responsibilities of the Barangay Officials and
Budget Committee
BNEO Component 2: Jumpstarting Local Governance
Basic Orientation Framework

Session 1

The Barangay Development Plan and

CapDev Agenda
*Overview of Barangay Development Planning
Session 2 *Barangay Development Planning Process
*LGU Capacity Development Framework
* B-AGAD
BNEO Component 2: Jumpstarting Local Governance
Basic orientation
The Barangay Development Plan and CapDev Agenda
*Overview of Barangay Development Planning
*Barangay Development Planning Process
Session 2 *LGU Capacity Development Framework

Objectives
1. Understand the concept and significance of Barangay Development
Planning in local governance and community development

2. Comprehend the legal basis for BDP, its role in resource allocation,
community engagement, and improving well-being.

3.Identify key members and stakeholders in the Barangay Development

Council and their responsibilities.

4. Recognize common challenges and best practices in BDP preparation.

5. Develop knowledge and skills for goal setting, needs prioritization, and
aligning strategies with barangay goals.
 DEPARTMENT OF THE INTERIOR AND LOCAL GOVERNMENT
LOCAL GOVERNMENT ACADEMY

SESSION 2
THE BDP AND
CAPDEV AGENDA
SESSION 2
TOPICS
OBJECTIVES
DISCUSSION
ASSESSMENT ACTIVITY

BNEO BASIC ORIENTATION 2023

 Development

- it is a process that creates growth,

progress, positive change or the
addition of physical, economic,
environmental, social and
demographic components (Society for
International Development, 2021).

BNEO BASIC ORIENTATION 2023

 Purpose of Development

❑ To improve the level and quality of life of

the population.

❑ Creation or expansion of local income

and employment opportunities, without
damaging the resources of the
environment.

BNEO BASIC ORIENTATION 2023

 Sustainable Development

❑ Development that meets the needs of

the present without compromising the
ability of future generations to meet their
own needs (United Nations).

BNEO BASIC ORIENTATION 2023

 Community Development

❑ A process where community

members come together to
take collective action and
generate solutions to
common problems (United
Nations).

BNEO BASIC ORIENTATION 2023

 Planning

▪ A process of deciding in advance what

to do, how to do, when to do and who
is to do it. Planning bridges the gap
from ‘where we are’ to ‘where we want
to go’ (Koontz and O’Donnell).

▪ Planning is the function that determines

in advance what should be done.

BNEO BASIC ORIENTATION 2023

 SIGNIFICANCE OF PLANNING

❑ It aids in the clarification of our

objectives, enabling us to make well-
defined decisions and actions to
achieve the desired societal impact.

BNEO BASIC ORIENTATION 2023

 SIGNIFICANCE OF PLANNING

❑ It assists in optimizing the

utilization of resources (e.g.
people, time, finances, information,
and equipment) to maximize their
contribution toward goal
attainment.

BNEO BASIC ORIENTATION 2023

 Barangay Development Planning

⮚ A structured and inclusive process

that involves the identification of needs,
setting of development priorities,
formulation of programs, projects and
activities (PPAs) to address those
needs aimed at enhancing the
economic, social, environmental, and
cultural well-being of a barangay.

bneo.lga.gov.ph
WHAT IS A BARANGAY DEVELOPMENT PLAN (BDP)?

A three-year comprehensive multi-

sectoral development plan that is
formulated through an inclusive and
participatory approach led by the
Barangay Development Council and
approved by the Sangguniang
Barangay.
- DILG MC 2021-
087
bneo.lga.gov.ph

BNEO BASIC ORIENTATION 2023

WHAT IS A BARANGAY DEVELOPMENT PLAN (BDP)?

It is an official document of the

barangay that specifies policy options,
programs, projects and activities
intended to contribute towards the
achievement of the barangay’s
developmental goals and objectives.
- DILG MC 2021-
087

bneo.lga.gov.ph

BNEO BASIC ORIENTATION 2023

 Legal Bases for the Preparation of Barangay Development Plan

Local Government ❑ Section 16: General Welfare

Code of 1991 ❑ Section 17: Basic Services and Facilities
(Republic Act 7160)
❑ Section 106: Local Development Councils
❑ Sec. 305 of R.A. No. 7160
❑ Section 384: Role of the Barangay

BNEO BASIC ORIENTATION 2023

 Legal Bases for the Preparation of Barangay Development Plan

❑ Section 14, R.A. 9729 Climate Change Act of 2009

Climate Change Act The LGUs shall be the frontline agencies in the
of 2009 formulation, planning and implementation of climate
(Republic Act 9729) change action plans in their respective areas, consistent
with the provisions of the Local Government Code, the
Framework, and the National Climate Change Action Plan.

Barangays shall be directly involved with municipal and

city governments in prioritizing climate change issues and
in identifying and implementing best practices and other
solutions.

BNEO BASIC ORIENTATION 2023

 Legal Bases for the Preparation of Barangay Development Plan

❑ Section 2 (d) of R.A. 10121 or PDRRM Act of

PDRRM Act of 2010
2010
(Republic Act 10121) Adopt a disaster risk reduction and management
approach that is holistic, comprehensive, integrated,
and proactive in lessening the socioeconomic and
environmental impacts of disasters including climate
change, and promote the involvement and
participation of all sectors and all stakeholders
concerned, at all levels, especially the local
community

BNEO BASIC ORIENTATION 2023

Legal Bases for the Preparation of Barangay Development Plan

❑ DILG – DBM – NEDA – DOF – JMC No. 2016 – 01

Provides for the synchronization and harmonization of
the planning and budgeting activities at the barangay
level to the processing being implemented by the cities /
municipalities.

❑ DILG MC 2021-087
Provides guidance on the formulation and updating of
Barangay Development Plans.

BNEO BASIC ORIENTATION 2023

IMPORTANCE OF THE PREPARATION AND
RATIONALIZATION OF THE BDP

▪Ensure that its contents directly

address the needs of the
community and the residents of the
barangay.

BNEO BASIC ORIENTATION 2023

 IMPORTANCE OF THE PREPARATION AND
RATIONALIZATION OF THE BDP

▪ Ensure that the BDP is in

line with the broader
development goals of the
local government unit and
the national government
which is crucial for
obtaining support, funding,
and technical assistance
from higher levels of
government.

BNEO BASIC ORIENTATION 2023

QUESTIONS?

BNEO BASIC ORIENTATION 2023

 Barangay Development Council
The Composition (Sec.107, LG Code of 1991)

Punong Barangay
(BDC Chairperson)

All Sangguniang Barangay Representative of At least 4 NGO

Members Congressman Representatives
(BDC Members) (BDC Member) (BDC Members)

*Pursuant to Section 11 of RA 9710 of the Magna Carta of Women, at least 40% of membership
of all development councils shall be composed of women to ensure the participation of women in
all levels of development planning and program implementation

*The NGO that will be represented in the BDC must be duly accredited or recognized by
the Sangguniang Barangay.

BNEO BASIC ORIENTATION 2023

Functions of Barangay Development Councils (Sec.109, LG Code of 1991)

1. Mobilize people’s participation in local development

efforts;
2. Prepare barangay development plans based on local
requirements;
3. Monitor and evaluate the implementation of national or
local programs and projects; and
4. Perform such other functions as may be provided by
law or competent authority.

BNEO BASIC ORIENTATION 2023

Roles and Functions of the BDC [Sec. 109 (b)] [Sec 6.1.1.3 (b) of DILG
MC 2021-087)

❑ Engage the BBIs and sectoral planning group in the process of

formulation and implementation of the BDP
❑ Coordinate wit City/Municipal Development Councils in the
process of formulation and implementation of the BDP
❑ Ensure that the barangay development plan is presented and
discussed during barangay assembly days or special assemblies
for the purpose
❑ Formulate and implement a monitoring and evaluation system
participated by barangay members and other stakeholders

BNEO BASIC ORIENTATION 2023

BDC Executive Committee [Sec. 111]
▪ Punong Barangay as chairperson
▪ A representative of the Sangguniang Barangay to be chosen from
among its members
▪ A representative of nongovernmental organizations that are
represented in the council

Functions
❑ Ensure that the decision of the council are faithfully carried out and
implemented;
❑ Act on matters requiring immediate attention or action by the council;
❑ Formulate policies, plans, and programs based on the general
principles laid down by the council; and
❑ Act on other matters that may be authorized by the council.

BNEO BASIC ORIENTATION 2023

Constitution of the BDC Secretariat (Sec. 113)

A BDC Secretariat headed by the Barangay Secretary shall be constituted.

Assisted by the City/ Mun Planning and Development Coordinator, the
BDC Secretariat shall:

❑ Provide technical support to the BDC

❑ Document the council’s proceedings
❑ Prepare the council’s reports
❑ Provide other assistance as may be required in the discharge of its
functions

BNEO BASIC ORIENTATION 2023

QUESTIONS?

BNEO BASIC ORIENTATION 2023

Barangay Development Planning Process

❑ It is a dynamic process,
guided by a well-structured
framework that serves as a
guide for transforming
barangays into progressive,
inclusive, and sustainable
communities.

BNEO BASIC ORIENTATION 2023

Barangay Development Planning Process

❑ It is a participatory approach that

involves community members, local
officials, and stakeholders, all
working together for the barangay's
development.

BNEO BASIC ORIENTATION 2023

 The Barangay Development Planning Process Framework

Pre Formulation Formulation Implementation Monitoring and

Evaluation

▪ ▪ Revisiting/Formulating the ▪
▪ Only through strict
Issuance of the The BDP shall be
Executive Order; Vision-Mission Goals (Step 4) implemented
▪ Creation of ▪ Situational Analysis through an Annual
monitoring and
Technical Working ▪ Benchmarking of Sectoral Data
Investment evaluation can the
▪ Ranking of Priority Issues and value of a project be
Group (TWG); Program (AIP).
Concerns fully appreciated
(Step 1) This is expected
▪ Setting the Objectives (Step 5)
▪ Mobilization of ▪ Generation of Solutions through to answer the and its consistency
Resources; the Implementation of Programs, different issues with the expected
▪ Data Gathering; Projects, and Activities (PPAs) the 5 sectors of result determined.
▪ Indicative Mapping and (Step 6) development ▪ Monitoring and
and; ▪ Investment Programming (Step7) ▪ It is important that evaluation are
▪ Validating and ▪ Crafting of M&E Plan (Step 8) all prioritized necessary to
Updating of ▪ Writing and Packaging of BDP programs or identify gaps and
Baseline Data; (Step 9) projects must be areas for
(Step 2&3) ▪ Adoption of BDP (Step 10) funded to enable improvement and
their
be given proper
implementation.
solution.

BNEO BASIC ORIENTATION 2023

 10 Steps in BDP Formulation
STEP 10 STEP 1
Adoption &
Approval of the Organizing
STEP 9 BDP STEP 2
the BPT &
Writing and Updating the
Packaging the BDC-TWG Barangay
BDP Databases/
Profile

STEP 8 STEP 3
PARTICIPATORY Participatory
Crafting the
M&E Plan BDP PROCESS Situational
Analysis

STEP 7 STEP 4
Investment Formulating or
Programming STEP 6 STEP 5 Revisiting the
Determining Barangay
Goal & Vision
the PPAs & Objective
CapDev Setting
Agenda

BNEO BASIC ORIENTATION 2023

 10 Steps in BDP Formulation

Step 1: Organizing the Barangay Planning Team & BDC-TWG

o Set up the team that will spearhead the barangay development planning
o Orient the members of the BPT & TWG
OBJECTIVE
o Prepare an action plan/ work plan for barangay development planning

o Issuance of Executive Order or Resolution

PROCESS
o Conduct of Orientation and Planning for BDP Preparation

o EO and/or BDC Resolution

TARGET
OUTPUT/S o Action Plan for BDP Preparation

BNEO BASIC ORIENTATION 2023

Step 1: Organizing the Barangay Planning Team & BDC-TWG

o Punong Barangay

KEY PLAYER/S o BDC

o BPT and BDC-TWG

o 1- 2 days for the issuance of EO and BDC Resolution

TIME FRAME
o 3 days for orientation and action planning

BNEO BASIC ORIENTATION 2023

The Barangay Planning Team (BPT) (Sec. 112, LGC)
COMPOSITION
▪ Punong Barangay
▪ Members of the Sangguniang Barangay
▪ Brgy Secretary
▪ Brgy. Treasurer
▪ Representative of each sectoral BDC-TWGs
▪ Community Volunteers.

FUNCTIONS
❑ The Barangay Planning Team and BDC-TWG will carry out the BDP and
CapDev Agenda process.

❑ The BPT will ensure that the BDP is done based on the plan of action

BNEO BASIC ORIENTATION 2023

BDC Technical Working Group (TWG) or Sectoral Planning Groups

FUNCTIONS

❑ Provide the LDC with data and information essential to the formulation of plans,
programs, and activities
❑ Define sectoral or functional objectives, set targets, and identify programs,
projects, and activities for the particular sector or function
❑ Collate and analyze information and statistics and conduct related studies
❑ Conduct public hearings on vital issues affecting the sector or function
❑ Coordinate planning, programming, and implementation of programs, projects,
and activities within each sector
❑ Monitor and evaluate programs and projects
❑ Perform such other functions as may be assigned by the LDC

BNEO BASIC ORIENTATION 2023

 Step 2: Updating the Barangay Database & Profile

o Barangays shall update their respective Registry of Barangay Inhabitants

(RBIs)
o In cases where there is no data or updated database, the barangay shall
OBJECTIVES conduct its primary data gathering through household surveys and other
tools/means to gather detailed information
o Prepare the Barangay Profile
o Validate the Barangay database and Barangay Profile

o Review of available data

PROCESS o Actual collection/gathering of data in the barangay
o Validation of the database and Barangay Profile

TARGET o Updated and validated Barangay Outcome Planning Information System

OUTPUT/S (BOPIS) and barangay profile

BNEO BASIC ORIENTATION 2023

 Step 2: Updating the Barangay Database & Profile

o BDC Technical Working Group (TWG)/ Sectoral Planning Groups

o Others (BHWs, BNS, City/Municipal Planning and Development Office, in
KEY PLAYER/S coordination with DILG- City or Municipal LGOOs, SUCs (academe, LRIs), NGAs,
private sector/NGOs in the area, other RPs)

o 1 day for training

o 1-2 months for data gathering (depending on the area of the barangay)
TIME FRAME o 1-2 days for validation

BNEO BASIC ORIENTATION 2023

 Step 2: Updating the Barangay Database & Profile

Sample
BOPIS

BNEO BASIC ORIENTATION 2023

Step 2: Updating the Barangay Database & Profile
Sample CBMS Data for Barangay Profile

BNEO BASIC ORIENTATION 2023

Step 2: Updating the Barangay Database & Profile
Sample Barangay Profile Template

BNEO BASIC ORIENTATION 2023

Step 2: Updating the Barangay Database & Profile
Sample Barangay Profile Template

BNEO BASIC ORIENTATION 2023

 Step 3 : Participatory Situational Analysis

o In-depth understanding and analysis of people’s perception of the current state or

condition of the barangay, their culture, issues and concerns, strengths, vulnerabilities
or weaknesses.
o To carefully assess/study the barangay’s threats and risks, prepare for them when
unavoidable, and mitigate the impact of these threats and risks on people, livelihoods,
OBJECTIVES and overall development of the community.
o Facilitate the collective identification and prioritization of issues or concerns.
o Empower the people to identify solutions and the resources needed to address the
concerns and issues of various sectors, especially the vulnerable sectors.
o A guide in determining the direction and serving as a basis for barangay leaders in
planning and budgeting barangay funds.

BNEO BASIC ORIENTATION 2023

 Step 3: Participatory Situational Analysis

o Different PSA Tools (e.g. Spot Mapping, Hazard Mapping, CDRA Impact
PROCESS Chain Analysis, Historical Timeline, etc.)
o Problem Tree Analysis

TARGET o Problem Tree Analysis

OUTPUT/S o Spot Map, Resource Map, Hazard Map, Impact Chain and other PSA Tools

KEY PLAYER/S o BDC Technical Working Group (TWG)/ Sectoral Planning Groups

TIME FRAME o 1-4 weeks

BNEO BASIC ORIENTATION 2023

 Step 3 : Participatory Situational Analysis

Sample
Spot Map

BNEO BASIC ORIENTATION 2023

 Step 3 : Participatory Situational Analysis

Sample
Resource
Map

BNEO BASIC ORIENTATION 2023

 Step 3 : Participatory Situational Analysis

Sample
Hazard
Map

BNEO BASIC ORIENTATION 2023

 Step 3 : Participatory Situational Analysis

Sample
CDRA
Impact
Chain

BNEO BASIC ORIENTATION 2023

 Step 3 : Participatory Situational Analysis

Observed Condition Cause/s Implications Possible Solutions

Low rice production Inadequate Low income of Upgrading of

Problem agri water farmers agricultural facilities
supply
Solution
Finding
Matrix

BNEO BASIC ORIENTATION 2023

 Step 4: Formulating or Revisiting the Barangay Vision

o To formulate the barangay vision statement

OBJECTIVES o To formulate the barangay mission statement

o Visioning Workshop/s
PROCESS

TARGET o Updated Barangay Vision and Mission Statements

OUTPUT/S

KEY PLAYER/S o BDC Technical Working Group (TWG)/ Sectoral Planning Groups

TIME FRAME o 1 day

BNEO BASIC ORIENTATION 2023

Barangay Vision

- refers to a statement or
concept that outlines the long-
term aspirations, goals, and
desired future for a specific
barangay.

- is typically a written
statement that reflects the
collective vision and
objectives of the community's
residents, local leaders, and
stakeholders.

BNEO BASIC ORIENTATION 2023

Vision of the Municipality Barangay Vision

An agro-ecotourism Center of women empowerment,

municipality with God-loving producer of organic agricultural
and empowered citizens living products, provider of skilled and
in a disaster-resilient and professional workers with
sustainable environment healthy, honest and well-educated
towards a progressive and and God-loving citizenry living in
competitive economy an ecologically friendly and a
governed by committed, progressive community with well
transparent and dynamic established facilities under
leaders. accountable and transparent
leaders.

BNEO BASIC ORIENTATION 2023

A mission statement provides meaning and motivation.
It can help people to see how their work contributes to
the vision.

BNEO BASIC ORIENTATION 2023

 Step 5: Goals and Objectives Setting

o To formulate a specific, measurable, achievable, relevant, and time-bound

OBJECTIVES
barangay goals and objectives

o Goals and Objectives Formulation Workshop/s

PROCESS

TARGET o Specific, measurable, achievable, relevant, and time-bound barangay goals and
OUTPUT/S objectives

KEY PLAYER/S o BDC Technical Working Group (TWG)/ Sectoral Planning Groups

TIME FRAME o 1 day

BNEO BASIC ORIENTATION 2023

 Step 6: Determining Programs, Projects, Activities and CapDev
Requirements
o To identify Programs, Projects, and Activities generally called
“interventions” or “structured solutions”
o To sift identified interventions.
OBJECTIVES o To identify the needed policy recommendations/legislative actions
o To describe each PPA (e.g. description, approximate location, components,
and initial estimates of cost requirement).
o To rank/prioritize identified interventions
o To identify Capacity Development Requirements

o Determining Long/Structured List of PPAs

o Sifting of PPAs
PROCESS o Participatory Prioritization of PPAs using various prioritization tools
o Determining Legislative Requirements
o Formulation of CAPDEV Agenda

BNEO BASIC ORIENTATION 2023

 Step 6: Determining Programs, Projects, Activities and CapDev
Requirements

o Long/Structured List of PPAs

TARGET o Legislative Requirements
OUTPUT/S o Ranked List
o CAPDEV Agenda

o BDC Technical Working Group (TWG)/ Sectoral Planning Groups

o Others (BHWs, BNS, City/Municipal Planning and Development Office,
KEY PLAYER/S City/Municipal Engineering Office, SUCs (academe, LRIs), NGAs, private
sector/NGOs in the area, other RPs)

TIME FRAME o 2-4 weeks

BNEO BASIC ORIENTATION 2023

Step 6: Determining Programs, Projects, Activities and CapDev
Requirements
Goal:

Objective:

Brief description of the Budgetary Reqt.

Program/Project/Activity Source of Funds
project (estimate)

BNEO BASIC ORIENTATION 2023

Step 6: Determining Programs, Projects, Activities and CapDev
Requirements

1. Sift your long list of projects according to “ownership”

PROJECTS NATIONAL LOCAL PRIVATE
SECTOR
Province City/ Mun. Barangay

2. Subject those projects to be implemented and funded by your barangay

to prioritization or ranking

BNEO BASIC ORIENTATION 2023

Step 6: Determining Programs, Projects, Activities and CapDev
Requirements

Sample Dot Voting in Prioritization

BNEO BASIC ORIENTATION 2023

 Step 6: Determining Programs, Projects, Activities and CapDev
Requirements
 Cannot be reasonably be postponed
 Would remedy conditions dangerous to public health,
URGENT safety & welfare
 Needed to maintain critically needed programs
SCORE:
Level of  Needed to meet emergency situations
Urgency
6
SB to enact
 Required to complete or make usable a major public
improvement
 Required to maintain minimum standards as part of on-going
ESSENTIAL programs
 Desirable self-liquidating projects
SCORE:
 External funding is available
5
BNEO BASIC ORIENTATION 2023
  Should be carried out to meet clearly identified and anticipated
needs
NECESSARY
 Needed to replace obsolete or unsatisfactory facilities
SCORE:  Repair or maintenance projects to prolong life of existing
4 facilities

 Needed for expansion of existing projects

DESIRABLE
Level of SB to enact
 Designed to initiate new programs considered appropriate for
SCORE: a progressive community
Urgency
3
 Can be postponed without detriment to present operations if budget cuts are necessary
ACCEPTABLE
SCORE:
2  Recommended for postponement or elimination from immediate consideration in the
current LDIP
DEFERRABLE  Questionable in terms of over-all needs, adequate planning or proper timing.

SCORE:
1
BNEO BASIC ORIENTATION 2023
 LEVEL OF URGENCY
Business Academe Government Women TOTAL
PROJECT
and
Children
Construction of 3 Cluster
MRFs 4 5 4 5 18
Waste to Wealth Project 4 5 4 5 18
Training for the Conversion
Level of of Animal Wastes to
Organic Composts 3 6 4 5 18
Urgency Construction of Local
Access Road 6 4 6 4 20
Construction of
slaughterhouse 5 4 4 5 18
Construction of halfway
house/ temporary shelter
for juvenile delinquents 4 5 4 6 19

BNEO BASIC ORIENTATION 2023

 Step 7: Investment Programming

o To come up with the priority/ranked list of programs, projects, and activities

OBJECTIVES that the barangay intends to carry out to achieve the goals and objectives for
the next 3 years ( 2024-2026) with the targeted cost requirements and target
funding source.

o Actual formulation of the BDIP and AIP

PROCESS

TARGET o Duly signed BDIP 2024-2026 and AIPs

OUTPUT/S

KEY PLAYER/S o Punong Barangay, Barangay Secretary, Barangay Treasurer

TIME FRAME o 1 – 3 days

BNEO BASIC ORIENTATION 2023

 Step 7:Formulation of Barangay Investment Program

BDIP
Template

BNEO BASIC ORIENTATION 2023

 Step 8: Crafting the Monitoring and Evaluation Plan

OBJECTIVES o To formulate a Monitoring and Evaluation Plan/Framework for the BDP

o Workshop on formulating the M & E Plan/Framework

PROCESS

TARGET
o M & E Framework
OUTPUT/S

o BDC Technical Working Group (TWG)/ Sectoral Planning Groups

o Others (BHWs, BNS, City/Municipal Planning and Development Office, City/Municipal
KEY PLAYER/S Engineering Office, SUCs (academe, LRIs), NGAs, private sector/NGOs in the area, other RPs)

TIME FRAME o 1 – 3 day

BNEO BASIC ORIENTATION 2023

 Step 8: Crafting the Monitoring and Evaluation Plan
Sample M & E Plan
Vision Statement:
Mission Statement:
Data Collection Unit
Sectoral Goals Indicators Baseline Target Data Source Frequency
Method Responsible
Social Sector
Economic Sector
Environment
Infrastructure
Institutional
PPAs and Investment Plan
Data Collection Unit
Objectives PPAs Description Target Outputs Data Source Frequency
Method Responsible
Social Sector
Economic Sector
Environment

BNEO BASIC ORIENTATION 2023

 Sample M & E Plan
Sector/Sub- Program, Implementing Performance Actual Total Agency Actual Cost Variance/
Sector Project, Office/ Indicator and Results Approved Remarks
Activities Department Target (Outputs/ Budget
Outcomes)
Health and Supplemental MNAO, At least 90% of 100% of 600.00 0.00 Funded by
Nutrition Feeding and MSWDO malnourished malnourished DSWD and
Nutrition children with children and Barangays
Interventions improved nutritionally at
condition risk based on
OPT+
provided
supplemental
feeding

Immunization MHO At least 90% of Young 0.00 0.00 PS only

Program young children children fully
fully immunized immunized

BNEO BASIC ORIENTATION 2023

 Step 9: Writing and Packaging the BDP

OBJECTIVES o To finalized and package the BDP

o Gathering/compilation of all outputs in the BDP Preparation process (Steps 2 – 8)

PROCESS o Actual writing, editing and packaging of the BDP

TARGET
o Duly packaged BDP based on the prescribed parts
OUTPUT/S

o BDC Technical Working Group (TWG)/ Sectoral Planning Groups

KEY PLAYER/S o Barangay Secretary

o 1 week
TIME FRAME

BNEO BASIC ORIENTATION 2023

Step 9:Writing and Packaging the BDP

OUTLINE OF THE BDP

I. Introduction
II. Background
III. Situational Analysis
IV. Barangay Vision and Mission Statements
V. Sectoral Development Plans
VI. Barangay Development Investment Program (BDIP)
VII.BDP Monitoring and Evaluation Plan

BNEO BASIC ORIENTATION 2023

 Step 9:Writing and Packaging the BDP

A brief introduction of the BDP. It may contain the general objective of the plan, the scope
of the plan to include the barangay for which is intended and the number of years to
implement the plan. It can also include how it was formulated (methodology) highlighting
I. INTRODUCTION the involvement of the different stakeholders of the barangay. This should also indicate
how the BDP relates to the CDP of the city or municipality.

• Barangay History- This contains brief history of the barangay and may include, but in
brief narrative, the basis of creation, significant events and previous administrations.
II. BACKGROUND/ • Physical and Demographic Profile
• Information about environmental, social, and economic conditions; land administration;
BARANGAY
infrastructure; and local governance ( information related to the Social, Economic,
PROFILE Environment, Infrastructure, Institutional sector)

BNEO BASIC ORIENTATION 2023

 Step 9:Writing and Packaging the BDP

This section provides information on “what is currently happening and is

projected to happen.” This shows the current situation of the barangay by
identifying issues and concerns in the locality
III.
SITUATIONAL This section should present the scope and key findings of the situational
analysis specifically the problem tree analysis for each of the development
ANALYSIS
sectors, capturing socio-economic situation, and as intensified by climate
change and other natural hazards. Highlight the prioritized problems or issues
of the barangay.

IV. BARANGAY This contains the final (validated by the people, barangay assembly) vision and
VISION AND mission of the barangay.
MISSION
STATEMENTS

BNEO BASIC ORIENTATION 2023

Step 9:Writing and Packaging the BDP

This section contains the sectoral goals and objectives and their baseline
values and targets, the prioritized list of PPAs, including the legislations
needed, to achieve the objectives, and the criteria used in prioritizing the
PPAs. The alignment of the sectoral goals and objectives with the barangay
V. SECTORAL mission and vision should be presented clearly in this section. This should
DEVELOPMENT be presented by sector.
PLANS
The sectoral development plan of the Institutional Sector should present the
Barangay CapDev Agenda.

BNEO BASIC ORIENTATION 2023

Step 9:Writing and Packaging the BDP

This section contains the final and consolidated BDIP from the different
VI. BARANGAY sectoral plans and presented using the prescribed template in the DILG MC
DEVELOPMENT 2021-087 to capture all needed information- the list of the PPAs, expected
INVESTMENT outputs, OPR, the schedule of implementation, and the resource requirement for
PROGRAM 3 years and funding source.
(BDIP)

The content of this section is mainly from Step 8: Crafting of the M&E Plan
VII. BDP and should provide details of the monitoring and evaluation (M & E) plan of the
MONITORING Barangay based on the PPA details showing how results and accomplishment
AND will be monitored, and evaluated. It should also indicate the person responsible
EVALUATION for monitoring the plan.
PLAN

BNEO BASIC ORIENTATION 2023

 Step10: Adoption and Approval of the BDP

Endorsement of
Convene the
the BDP to the Approval of the BDP by the
BDC and
Sangguniang Sangguniang Barangay
adopt the BDP
Barangay

▪ Convene the BDC to • BDC submits the ▪ SB reviews the BDP. If the SB has
review and finalize BDP to the comments on the BDP, return to BDC with
the BDP Sangguniang their recommendations
▪ Update and revise the Barangay for approval ▪ Approve the BDP by issuing a resolution (1)
BDP documents, as approving and adopting the BDP, and (2)
needed *The BDP may also be directing that copies of the resolution and
▪ Call for a BDC presented to the BA for the BDP be forwarded to all concerned for
concurrence and get BA
resolution adopting resolution endorsing the BDP to
their information and/or consideration (e.g.,
submission to the municipality/city for consideration,
the BDP the SB for approval
and presented to the Barangay Assembly)

BNEO BASIC ORIENTATION 2023

 DEPARTMENT OF THE INTERIOR AND LOCAL GOVERNMENT
LOCAL GOVERNMENT ACADEMY

A GOAL
WITHOUT A
PLAN IS JUST A
WISH.- Antoine de
Saint Exupery
 DEPARTMENT OF THE INTERIOR AND LOCAL GOVERNMENT
LOCAL GOVERNMENT ACADEMY

BARANGAY
AGENDA FOR
GOVERNANCE
AND
DEVELOPMENT
(B-AGAD)
 BARANGAY AGENDA FOR GOVERNANCE AND
DEVELOPMENT
The B-AGAD serves as:

❑ The initial action plan of the barangay officials (both

the Punong Barangay and the members of the
Sangguniang Barangay) that translate their governance
thrust or campaign promises or commitments they
have expressed during the campaign into actionable
steps;
❑ Input to the crafting of the Barangay Development Plan

BNEO BASIC ORIENTATION 2023

Barangay Agenda for Governance and
Development (B-AGAD)

MECHANICS

BNEO BASIC ORIENTATION 2023

B-AGAD MECHANICS

LEAD
1 LEGISLATIVE SANGGUNIANG
ACTIVITIES MEASURES TARGET PERIOD BARANGAY
(PPAs needed to make
AGENDA/ THRUST the Agenda/Thrust into a NEEDED OF MEMBERS/
working program) (Ordinances, resolutions, IMPLEMENTATION COMMITTEE
etc.) (Will lead in working out
the details)

1. Recall the promises/ thrusts/ commitments/ priorities/ plans that you

have conveyed during the campaign and those that you feel are needed
based on your initial observations during your first months in service vis-a-vis
what you have learned in the previous sessions. WRITE these down in the
first column.

BNEO BASIC ORIENTATION 2023

B-AGAD MECHANICS

2 2 LEAD
SANGGUNIANG
ACTIVITIES LEGISLATIVE TARGET PERIOD BARANGAY
AGENDA/ THRUST (PPAs needed to make MEASURES OF MEMBERS/
the Agenda/Thrust into a NEEDED
working program) IMPLEMENTATION COMMITTEE
(Ordinances, resolutions,
(Will lead in working out
etc.)
the details)

2. For each of the thrust or priority, identify actions (program, projects or

activities), including legislative measures that will contribute to the
achievement of this thrust. (1 PPA per row)

BNEO BASIC ORIENTATION 2023

B-AGAD MECHANICS

3 LEAD
LEGISLATIVE SANGGUNIANG
ACTIVITIES MEASURES TARGET PERIOD BARANGAY
(PPAs needed to make
AGENDA/ THRUST the Agenda/Thrust into a NEEDED OF MEMBERS/
working program) (Ordinances, resolutions, IMPLEMENTATION COMMITTEE
etc.) (Will lead in working out
the details)

3. Indicate target period of implementation of the PPAs and legislative

measures

BNEO BASIC ORIENTATION 2023

B-AGAD MECHANICS

4
LEGISLATIVE
ACTIVITIES TARGET PERIOD LEAD
MEASURES
AGENDA/ THRUST (PPAs needed to make
OF SANGGUNIANG
the Agenda/Thrust into a NEEDED BARANGAY
working program) (Ordinances, resolutions, IMPLEMENTATION
etc.) MEMBERS/
COMMITTEE
(Will lead in working out
the details)

4. Identify appropriate committee or Sangguniang Barangay member who will

lead in working out the details of the PPA

BNEO BASIC ORIENTATION 2023

B-AGAD TEMPLATE

1 2 2 3 4
LEAD
LEGISLATIVE SANGGUNIANG
ACTIVITIES MEASURES TARGET PERIOD BARANGAY
(PPAs needed to make
AGENDA/ THRUST the Agenda/Thrust into a NEEDED OF MEMBERS/
working program) (Ordinances, resolutions, IMPLEMENTATION COMMITTEE
etc.) (Will lead in working out
the details)

BNEO BASIC ORIENTATION 2023

 B-AGAD (SAMPLE)
LEAD
LEGISLATIVE SANGGUNIANG
ACTIVITIES MEASURES TARGET PERIOD BARANGAY
(PPAs needed to make
AGENDA/ THRUST the Agenda/Thrust into a NEEDED OF MEMBERS/
working program) (Ordinances, resolutions, IMPLEMENTATION COMMITTEE
etc.) (Will lead in working out
the details)

Serbisyong Totoo, Listing of services March 2024 Lead: Committee on

Diretso sa Tao and rate of Social Services
availment will involve other
committees
Conduct of IEC on 2024-2025 SK Chairperson/
barangay services Officials
Conduct of Serbisyo inclusion in the Weekly or Monthly Lead: Committee on
Caravan to the Barangay Budget/ (2024-2025) Social Services
different sitios of the Resolution re
barangay Serbisyo Caravan

BNEO BASIC ORIENTATION 2023

 DEPARTMENT OF THE INTERIOR AND LOCAL GOVERNMENT
LOCAL GOVERNMENT ACADEMY

CAPACITY
DEVELOPMENT
FRAMEWORK
 CAPACITY
❑ The abilities, skills,
understandings, attitudes,
values, relationships,
behaviors, motivations,
resources and conditions that
enable individuals, organizations,
networks/sectors, and broader
social systems to carry out
functions and achieve their
development objectives www.fao.org

overtime.

BNEO BASIC ORIENTATION 2023

 LEVELS OF CAPACITY

1. Individual Capacity: skills,

experience and knowledge that
are vested in people.
.

www.fao.org

BNEO BASIC ORIENTATION 2023

2. Organizational level: the internal
policies, arrangements, procedures
and frameworks that allow an
organization to operate and deliver
its mandate, and that enable the
coming together of individual
capacities to work together and
achieve goals. www.fao.org

BNEO BASIC ORIENTATION 2023

3. Enabling environment: the
broader system within which
individuals and organizations
function and one that facilitates or
hampers their existence and
performance.
www.fao.org

BNEO BASIC ORIENTATION 2023

 CAPACITY DEVELOPMENT
Capacity Development
is a process in which the
pool of human
resources is equipped
with the necessary
knowledge, attitudes,
pindfoundation.org
and skills in line with
their respective roles and
functions.

BNEO BASIC ORIENTATION 2023

 BARANGAY CAPACITY DEVELOPEMENT PROGRAM

❑ aims to capacitate the newly-

elected barangay officials to
enable them to perform their
mandated tasks and
responsibilities and build a
continuum of capacity development
framework for actions anchored on
the basic tenets of good
pindfoundation.org
governance such as transparency,
accountability, and integrity, and
participatory governance and
corruption free communities.

BNEO BASIC ORIENTATION 2023

 PILLARS OF CAPACITY DEVELOPMENT
Environment protective, Climate Change
Competitive and business Adaptive and Disaster Resilient Barangay Socially protective
friendly Barangay and safe Barangay
Accountable, transparent, participative and effective governance

KNOWLEDGE MANAGEMENT ENABLING

STRUCTURE COMPETENCY LEADERSHIP
& LEARNING SYSTEMS POLICIES

PILLARS OF CAPACITY DEVELOPMENT

BNEO BASIC ORIENTATION 2023

 PILLARS OF CAPACITY DEVELOPMENT

LGU VISION, GOALS & OBJECTIVES

KNOWLEDGE & MANAGEMENT ENABLING

STRUCTURE COMPETENCY LEADERSHIP
LEARNING SYSTEMS POLICIES

STRUCTURE
Presence of appropriate structure with defined authority
and accountability for performing necessary functions

BNEO BASIC ORIENTATION 2023

 PILLARS OF CAPACITY DEVELOPMENT

LGU VISION, GOALS & OBJECTIVES

KNOWLEDGE & MANAGEMENT ENABLING

STRUCTURE COMPETENCY LEADERSHIP
LEARNING SYSTEMS POLICIES

COMPETENCY
Knowledge, skills and attitudes of people who need to perform
their assigned functions in the program

BNEO BASIC ORIENTATION 2023

 PILLARS OF CAPACITY DEVELOPMENT

LGU VISION, GOALS & OBJECTIVES

KNOWLEDGE & MANAGEMENT ENABLING

STRUCTURE COMPETENCY LEADERSHIP
LEARNING SYSTEMS POLICIES

KNOWLEDGE & LEARNING

Mechanisms for generating, analyzing and using data and information
as basis for decision-making and continuous improvement

BNEO BASIC ORIENTATION 2023

 PILLARS OF CAPACITY DEVELOPMENT

LGU VISION, GOALS & OBJECTIVES

KNOWLEDGE & MANAGEMENT ENABLING

STRUCTURE COMPETENCY LEADERSHIP
LEARNING SYSTEMS POLICIES

MANAGEMENT SYSTEMS
Systems, processes and procedures for developing and implementing programs, projects
and various interventions
Systems and processes in building partnership, networking and collaboration with various stakeholders

BNEO BASIC ORIENTATION 2023

 PILLARS OF CAPACITY DEVELOPMENT

KNOWLEDGE & MANAGEMENT ENABLING

STRUCTURE COMPETENCY LEADERSHIP
LEARNING SYSTEMS POLICIES

ENABLING POLICIES
Presence of policy support for program/project implementation planning, developing, implementing,
monitoring and evaluating delivery functions,
programs and projects

BNEO BASIC ORIENTATION 2023

 PILLARS OF CAPACITY DEVELOPMENT

KNOWLEDGE & MANAGEMENT ENABLING

STRUCTURE COMPETENCY LEADERSHIP
LEARNING SYSTEMS POLICIES

LEADERSHIP
Presence of mechanisms for defining one’s vision, mission and values,
setting strategic directions, and ensuring transparency and accountability.

BNEO BASIC ORIENTATION 2023

 CAPACITY DEVELOPMENT AGENDA FORMULATION PROCESS

Step 1. Identify
Step 9. Manage the factors
and sustain the contribute to
CapDev agenda
LGU’s
implementation
performance
Step 2. Identify
our key
Step 8. Integrate stakeholders
CapDev Agenda in and their
CDP / ELA interest

Step 3. Determine
performance,
Step 7. Develop goals, and
the CapDev objectives
Agenda

Step 4. Assess
Step 6. Determine Capacity
risks and mitigation
strategies Step 5. Prioritize
interventions

BNEO BASIC ORIENTATION 2023

 Capacity Development Agenda Matrix
CHANGE MATRIX
Performance
Current State Desired State
Sector / Subsector:
Goal:

Objectives:

Capacity Development Agenda

Funding
Capacity Time Frame Process Source of
Expected Target of Requirements Support/
Current State of Capacity Desired State of Capacity Development CAPDEV
Owner/ Technical
Output
Intervention 2024 2025 2026 2024 2025 2026 OPR Assistance

Structure

Competencies

BNEO BASIC ORIENTATION 2023

Workshop:
Barangay CapDev Agenda

BNEO BASIC ORIENTATION 2023

MECHANICS

▪ Brainstorm with members of the sectoral team. Identify

what are the capacities needed in order to achieve the set
goals and objectives (consider the capacity pillars, use
guide questions)
▪ Indicate current state of that capacity as well as the
desired state of capacity

BNEO BASIC ORIENTATION 2023

MECHANICS

▪ Identify appropriate interventions to achieve the desired

state of capacity. Remember that capacity development
interventions are not limited to training and seminars
▪ Indicate funding requirement
▪ Identify responsible office or person, people who will be
involved and support needed from other offices

BNEO BASIC ORIENTATION 2023

 Capacity Development Agenda Matrix
CHANGE MATRIX
Performance
Current State Desired State
Sector / Subsector: Social Protection/Peace And Order(VAW-related) Functional Barangay VAW Desk
1. Low Functionality of the VAW Desk Goal: 100% Functional VAW Desk by end of 2026.
Objectives:
1. To appoint female barangay tanod/VAW Desk Officer by the end of January 2026.
2. To improve the Functionality of VAW Desk by 100% by end of 2026
3. To reduce VAW-related issues by 80% by the end of 2026.
Capacity Development Agenda
Capacity Time Frame Funding Requirements Process Source of
Expected Target of Support/
Current State of Capacity Desired State of Capacity Development Owner/
Output CAPDEV
2024 2025 2026 2024 2025 2026
Technical
Intervention OPR Assistance
STRUCTURE
Appointment of Female Appointment of 1 1 Female Barangay January Total Total Total 1. Com. on MSWDO
Absence of VAW Desk Officer Barangay Tanod to be Female Barangay Barangay Tanod and 2024 Annual Annual Annu peace and PNP
designated as VAW Desk Officer Tanod to be Tanod VAW Desk Honorariu Honorari al Order DILG
Absence Female Sang Brgy designated as appointed Officer m) um Honor
Member to assume the Office VAW DESK and arium 2.
of Barangay VAW Desk Officer designated Committee
Officer as VAW on Women
DESK And
Absence of Female Barangay Officer Family
Tanod to be designated as appointed 3.
VAW DESK Officer SangBaran
gay

Competencies
Attendance to VAW Desk
Capability Officer
Building/Training
10,000
100% VAW Desk Functionality s/Workshops on 2nd 2nd 2nd 10,000.0
Functional VAW Desk 10,000.00 .00 DILG
Untrained VAW DESK Officer thru Effective and efficient VAW the Role, Quarter Quarter Quarter 0
VAW Desk Officer Annually Annu MSWDOO
Desk Officer Functions of 2024 2025 2026 Annually
ally
VAWDesk Officer

BNEO BASIC ORIENTATION 2023

BNEO Component 2: Jumpstarting Local Governance
Basic orientation
Basics of RA 7160 for
Session 1 *Key Concepts in Governance and Public
Barangays
Administration
*The Salient Features of Republic Act 7160
*Basic Competencies of Public Servants

The Barangay Development Plan and

CapDev Agenda
*Overview of Barangay
Session 2 Development Planning
*Barangay Development Planning
Process
*B-GAD
*LGU Capacity Development Framework

BNEO BASIC ORIENTATION 2023

BNEO Component 2: Jumpstarting Local Governance
Basic orientation
The Barangay Development Plan and CapDev Agenda
*Overview of Barangay Development Planning
*Barangay Development Planning Process
Session 2 *LGU Capacity Development Framework

Takeaways…

❑ Planning, Participation, Improvement

❑ Council, Representation, Empowerment

❑ Capacity, Development, Empowerment

Thank you!