The document discusses the barangay development planning process in the Philippines. It explains that the barangay development plan is an official document that contains programs, projects and activities to address community issues and improve quality of life. It also describes the legal basis for preparing these plans, the importance of involving stakeholders, and ensuring the plan's contents address community needs. Finally, it outlines the barangay budget process, including requirements to properly fund prioritized programs and the calendar of activities for development plan preparation and budget submission.

1. Barangay
Development
Planning
DILG CALABARZON

2. Outline of Presentation
I. Barangay Development Plan
II. The Barangay Development Planning
Process
III. Barangay Budget Process

3. Barangay Development Plan (BDP)
 Official document contains the P/P/As
 intended to provide solutions to
issues and concerns
 contains the processes which the
barangay government can harness
 attain higher levels of quality of
life, prosperity and peace

4. Legal Bases for the Preparation of the BDP
 Section 106, LG Code of 1991
 LGU is mandated to have a comprehensive
and multi-sectoral development plan
- spearheaded by the development
council and duly approved by the
sanggunian/legislature

5. JMC No. 01 series of 2007 (DILG, DBM, NEDA and
DOF) – Rationalized Planning System
 One of its guidelines is ensuring the
connection between the local development
and local budget
Importance of the Preparation and Rationalization
of BDP
 Ensures that its contents directly address
the needs of the community and the
residents of the barangay

6. Primary Purpose of Brgy. Dev.
Planning
 to protect public interest and
that of every individual who has a
stake in the planning process

7. Planning is a key element in governance that
is expected to answer the following key
questions:
 WHY is there a need for the local government to
plan?
 WHO are involved in planning?
HOW is the plan accomplished
WHAT are the activities that will ensure the
implementation of the prepared plan?

8. The current planning system
attempts to avoid having different
plans. This is through the
encouragement of sectoral groups
and CSOs to participate in the
planning process.

9. Things to Remember in Plan Formulation
 Section 16, LCG - General Welfare of the Citizenry
 Preservation and enrichment of culture
 Promotion of health and safety
 Enhancement of people’s right to a
balanced ecology
 Encouragement and support for
appropriate self-reliant technology
 Improvement of public morals

10. Things to Remember in Plan Formulation
Cont’n Section 16, LG Code
 Enhancement of economic
prosperity and social justice
 Promotion of full employment
 Maintenance of peace and order
 Preservation of comfort and
convenience

11. Things to Remember in Plan Formulation
 Section 17 (b.1) , LG Code – Basic Services and
Facilities for a Barangay
 Agricultural support services which
include planting materials distribution
system and operation of farm produce
collection and buying stations
 Health and social welfare services which
include maintenance of barangay health
center and day-care center

12. Things to Remember in Plan Formulation
 Section 17 (b.1) , LG Code – Basic Services and
Facilities for a Barangay
 Services and facilities related to
general hygiene and sanitation ,
beautification, and solid waste
collection
 Maintenance of katarungang
pambarangay
 Maintenance of barangay roads and
bridges and water supply systems

13. Things to Remember in Plan Formulation
 Section 17 (b.1) , LG Code – Basic Services and
Facilities for a Barangay
Infrastructure facilities such as: multi-
purpose hall, multipurpose pavement,
plaza, sports center, and other similar
facilities
 Information and reading center
 Satellite or public market, where viable

14. Composition of BDC
Chairperson – Punong Barangay
Members:
• Sangguniang Barangay Members
• Representatives of NGOs operating in
the barangay, who shall constitute not
less that ¼ of the members of the fully
organized council
• A representative of the congressman

15. The NGO that will be represented in the
BDC must be duly recognized or
accredited by the Sangguniang
Barangay
BDC must meet at least once every 6
months or as often as necessary.

16. Duties and Functions of the BDC
1. Assist the corresponding sanggunian in setting
the direction of economic and social
development, and coordinating development
efforts within its territorial jurisdiction
(Se. 106, LGC)
2. Perform the functions according to Section 109,
LGC
• Encourage the citizenry to be involved in
the preparation and implementation of
development programs and projects

17. Duties and Functions of the BDC
3. Prepare a development plan based on the
barangay’s priority needs
4. Monitor and evaluate the implementation
of national or local programs and projects
5. Perform such other functions as maybe
provided by law or competent authority

18. The BDC Secretariat headed by the barangay
secretary with the assistance of the City/Mun.
Planning and Development Coordinator shall
perform the following:
• Assist the BDC with requirements which are
technical in nature
• Record meetings or events pertaining to
planning
• Prepare reports
• Assist in other activities as maybe required

19. II. The Barangay Development Planning
Process
The Barangay Development Planning Framework
Pre -
Formulation
Formulation Implementation
Monitoring
&Evaluation

20. Barangay Development Planning Process
A. Pre-Formulation
1. Issuance of the Executive Order;
2. Creation of Technical Working Group (TWG);
3. Mobilization of Resources;
4. Orientation of Barangay Stakeholders;
5. Data Gathering
6. Indicative mapping; and
7. Validating and Updating of Baseline data.

21. B. Formulation
1. Revisiting/Formulating the Vision-Mission-Goals;
2. Situational Analysis;
3. Benchmarking of Sectoral Data;
4. Ranking of Priority Issues and Concerns;
5. Setting the Objectives;
6. Generation of Solutions through the
Implementation of Programs Projects Activities
(PPAs); and
7. Investment Programming.

22. C. Implementation
 The BDP can be implemented through an
Annual Investment Program (AIP). This is
expected to answer the different issues
covering the 5 sectors of development.
 It is important that all prioritized programs
or projects must be funded to enable their
implementation.

23. D. Monitoring and Evaluation
Only through strict monitoring and evaluation
can the value of a project be fully appreciated
and its consistency with the expected results
determined. Monitoring and evaluation are
necessary to identify gaps and areas for
improvement and be given proper solutions. This
is essential to avoid the worsening of problems
and be resolved accordingly.

24. III. Barangay Budget Process
 The Barangay Budget is a document that enumerates
costs for expenditures in relation to the revenue earned
by the barangay in a given period of time
 Article 423 of the IRR Code states that “the punong
barangay is mandated to prepare a Barangay Budget after
receiving the Statement of income and Expenditures
from the barangay treasurer and to submit the same to
the sanguniang barangay for proper ratification.”
 This is done to ensure that the implementation of all
identified programs shall benefit all barangay residents.

25. Budgetary Requirements
Section 324 of the LG Code of 1991 states that “The budgets
of local government units for any fiscal year shall comply
with the following requirements:
1. The total amount appropriated shall not exceed the
estimates of income;
2. Full provision shall be made for all statutory and
contractual obligations of the local government unit
concerned: Provided, however, that the amount of
appropriations for debt servicing shall not exceed 20% of
the regular income of the local government unit
concerned;

26. 3. All approved and ratified programs and projects must be
properly funded according to the mandate of the law to
include:
• 5% of the General Fund is earmarked for Gender and
Development.
• 1% of the IRA is earmarked for Senior Citizens (R.A. No.
9994 or the Expanded Senior Citizens Act of 2010) and
for the Differently Abled Persons (R.A. No. 7277 or the
Magna Carta for Disabled Persons).
• 1% of the IRA is for the implementation of projects of the
Barangay Council for the Protection of Children (BCPC).

27. • Five percent (5%) of the estimated revenue from
regular sources shall be set aside as an annual lump
sum appropriation for unforeseen expenditures
arising from the occurrence of calamities: Provided,
however, That such appropriation shall be used only
in the area, or a portion thereof, of the local
government unit or other areas declared by the
President in a state of calamity.

28. Calendar of Activities for the Preparation and Submission of the Development
Plan and the Proper Funding of its Expenditures:
Date Activity Person Responsible
January Stakeholders Meeting and
Planning
BDC
BDC Secretariat
January - February • Indicative mapping
• Gathering and validation of
baseline data
BDC
March – April • Setting of Objectives and
identification of Solutions
through the implementation
of programs, projects and
activities
BDC

29. Date Activity Person
Responsible
March – April • Sorting and Review of
Information Needed for the
Development Plan
BDC
May 1 Submission of the
Development Plan to the
Sanguniang barangay
BDC Secretariat
May 15 Submission of the
Development Plan to the
Office of the City/Municipal
Planning and Development
Officer(s)
BDC Secretariat

30. Date Activity Person Responsible
On or before
September 15
Submission of the Detailed
and Itemized Revenues and
Expenditures of the previous
year and Projected Revenues
and Expenditures for the
current year by the punong
barangay to the sanguniang
barangay
Barangay
Treasurer
September 15
to October 15
Preparation of the Annual
Budget
Punong Barangay
October 16 Submission of the Barangay
Annual Budget to the
Sanguniang Barangay
Punong Barangay

31. Date Activity Person Responsible
October 17 to
November 16
Ratification of the Annual
Budget through the enactment
of an Appropriation Ordinance
Sangguniang
Barangay
November 26 Submission of Ratified Annual
Budget to the sanguniang
panlungsod/bayan covering the
barangay through the
City/Municipal Budget Officer
for review
Punong Barangay
November 27 to
December 26
Review of the barangay Annual
Budget
Sangguniang
Panlungsod/Bayan
through the
City/Municipal
Budget Officer

32. Date Activity Person
Responsible
January 1 to
December of the
ensuing year
Budget utilization in
accordance with approved
system and laws on the
utilization and
disbursement of public
funds
Barangay
Treasurer
1st January – 31st
December of the
ensuing year
Implementation and
execution of priority and
funded programs, projects
and activities.
Punong Barangay

33. General Limitations
According to Section 331 of the LG Code of 1991:
1. The Annual budget for personal services of the barangay
must not exceed 55% of its annual revenue actually
realized from local sources during the next preceding
fiscal year.
2. A barangay budget is also covered by the same regulation
or limitation as mandated by law, to include the following:
• 10% of the General Fund of the Barangay is allocated for
the SK
• At least 20% of the IRA is allocated for development
programs.

34. Thank you!