Philippines: Support to Local Government Financing

Sovereign Project | 39516-022 Status: Closed


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Project Name Support to Local Government Financing
Project Number 39516-022
Country Philippines
Project Status Closed
Project Type / Modality of Assistance Technical Assistance
Source of Funding / Amount
TA 7451-PHI: Support to Local Government Financing
Technical Assistance Special Fund US$ 700,000.00
Strategic Agendas Inclusive economic growth
Drivers of Change Governance and capacity development
Sector / Subsector

Public sector management - Decentralization - Public expenditure and fiscal management

Gender Equity and Mainstreaming No gender elements
Project Rationale and Linkage to Country/Regional Strategy

Project Outcome

Description of Outcome
Progress Toward Outcome
Implementation Progress
Description of Project Outputs
Status of Implementation Progress (Outputs, Activities, and Issues)

The TA is currently developing new modules for the DoF's electronic SRE system on fiscal capacity modeling, debt monitoring and debt capacity, and creditworthiness rating system.

Assistance was provided to the design of the Performance Challenge Fund and the forthcoming LOcal Government Enhancement Fund.

The TA Conducted a DBM Policy and Implementation Issues Workshop on Local Economic Enterprises (LEE), Localization of Salary Standardization Law III (SSL-3), and Competency Certification for Local Treasurers.

The TA assisted the drafting of report card system for Local Government Financial Performance Monitoring System, and the commencement of system design and programming for MDFO fund management and billing modules.

The TA has initiated consultations on the joint issuance on the Special Education Fund between DBM, DILG, and Dep ED, and on the preparation of the Local Taxpayer Database and Presumptive Business Income Tax Model.

Geographical Location Philippines

Summary of Environmental and Social Aspects

Environmental Aspects
Involuntary Resettlement
Indigenous Peoples
Stakeholder Communication, Participation, and Consultation
During Project Design
During Project Implementation

Business Opportunities

Consulting Services

About 64 person-months fo national consulting inputs will be required. Seven consultants for 52 person-months, including the team leader, will be hired through a firm. Two consultants for 12 person-months - the local government unit (LGU) finance adviser and the adviser on debt management - will be hired on an individual basis.

1. Fiscal and Municipal Finance Adviser/Team Leader (12 person-months)

2. Expert on Local Budgeting (6 person-months)

3. Local Government Unit Finance Adviser (6 person months, individual consultant)

4. Adviser on Debt Management (6 person-months, individual consultant)

5. Capacity Building Expert (12 person-months)

6. Systems Analyst (10 person-months)

7. Database Programmers (2 programmers, 6 person-months each)

Responsible Staff

Responsible ADB Officer Juan Gomez Reino
Responsible ADB Department Southeast Asia Department
Responsible ADB Division Public Management, Financial Sector and Trade Division, SERD
Executing Agencies
Bureau of Local Government Finance
Dr. Jose Arnold Tan
Ministry of Finance
7th Floor, Palacio del Gobernador Bldg.
Intramuros, Manila
Department of Budget and Management
Rosalia de Leon
EDPC Building, BSP Complex, Roxas Boulevard, Manila


Concept Clearance 14 Oct 2009
Fact Finding 01 Jun 2009 to 16 Jun 2009
Approval -
Last Review Mission -
PDS Creation Date 14 Jan 2010
Last PDS Update 25 May 2011

TA 7451-PHI

Approval Signing Date Effectivity Date Closing
Original Revised Actual
15 Dec 2009 29 Jan 2010 29 Jan 2010 31 Oct 2011 30 Sep 2012 -
Financing Plan/TA Utilization Cumulative Disbursements
ADB Cofinancing Counterpart Total Date Amount
Gov Beneficiaries Project Sponsor Others
700,000.00 0.00 300,000.00 0.00 0.00 0.00 1,000,000.00 15 Dec 2009 625,115.75
Title Document Type Document Date
Local Government Financing and Budget Reform Consultants' Reports May 2010
Support to Local Government Financing Technical Assistance Reports Dec 2009
Support to Local Government Financing Design and Monitoring Frameworks Nov 2009

Safeguard Documents See also: Safeguards

Safeguard documents provided at the time of project/facility approval may also be found in the list of linked documents provided with the Report and Recommendation of the President.

None currently available.

Evaluation Documents See also: Independent Evaluation

None currently available.

Related Publications

None currently available.

The Public Communications Policy (PCP) establishes the disclosure requirements for documents and information ADB produces or requires to be produced in its operations to facilitate stakeholder participation in ADB's decision-making. For more information, refer to the Safeguard Policy Statement, Operations Manual F1, and Operations Manual L3.

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