Professional Documents
Culture Documents
TABLE OF CONTENTS
MESSAGE _______________________________________________________________________ iii
A. Secretary
B. Undersecretary
C. BLGD Director
D. Acknowledgement
RATIONALE _____________________________________________________________________ ix
CHAPTER IX. CDP AND LDIP REVIEW PROCESS (New for 2016) ___________________________ 19
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
ANNEXES:
A. Integrated Planning Process with Local Special Bodies and Advisory Councils
B. CDP and LDIP Forms
C. CDP and LDIP Review Process and Checklist
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
Acknowledgement
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
LIST OF ACRONYMS
ADSDPP – Ancestral Domain Sustainable Development and Protection Plan
AIP – Annual Investment Program
BLGD – Bureau of Local Government Development
BLGF – Bureau of Local Government Finance
BuB – Bottom-up Budgeting
C/MENRO – City/Municipal Environment and Natural Resources Officer
C/MLGOO – City/Municipal Local Government Operations Officer
C/MPDC – City/Municipal Planning and Development Coordinator
CapDev – Capacity Development
CCA/DRR – Climate Change Adaptation/Disaster Risk Reduction
CDP – Comprehensive Development Plan
CLUP – Comprehensive Land Use Plan
CSOs/POs – Civil Society Organizations/People’s Organizations
DENR – Department of the Environment and Natural Resources
DSWD – Department of Social Welfare and Development
ELA – Executive Legislative Agenda
EP – Ecological Profile
GAD – Gender and Development
GAM – Goal Achievement Matrix
GFPS – Gender and Development Focal Point System
GPB – Gender and Development Plan and Budget
HLURB – Housing and Land Use Regulatory Board
HRMD – Human Resource Management and Development
HRMO – Human Resource Management Office
ICCs/IPs – Indigenous Cultural Communities/Indigenous Peoples
ICT – Internet and Communications Technology
JMC – Joint Memorandum Circular
LCE – Local Chief Executive
LDC – Local Development Council
LDI – Local Development Indicators
LDIS – Local Development Indicator System
LDRRMO – Local Disaster Risk Reduction and Management Office
LDRRMP – Local Disaster Risk Reduction and Management Plan
LGA – Local Government Academy
LGU – Local Government Unit
LGU PFM 2 – Support to Local Government Units for More Accountable and Effective Public
Financial Management 2
LSBs – Local Special Bodies
M & E – Monitoring and Evaluation
NEO – Newly Elected Officials
NGA – National Government Agencies
OSCA – Office of Senior Citizens Affairs
PPAs – Programs, Projects and Activities
PCIA – Peace-Conflict Impact Analysis
PCW – Philippine Commission on Women
PDPFP – Provincial Development and Physical Framework Plan
PWD – Persons with Disability
RA – Republic Act
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
Rationale
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LOW LGU INTEREST IN PREPARING THE CDP
CDPs formulated as of 2015 is only at 48.71% nationwide while
multiplicity of sectoral plans at the local level is still prevailing.
Countless resources and efforts have been put into separate
planning processes just to comply with the 33 NGA prescribed
plans. There is a need to harmonize these plans while
encouraging LGUs to comply with their mandates.
The DILG Concise and Illustrative Guide for the Preparation, Review, Monitoring and
Updating of the Comprehensive Development Plan (CDP) and the Local Development
Investment Program (LDIP), the CDP-LDIP Illustrative Guide for brevity, is:
A detailed summary of the key steps for the preparation and subsequent
annual and mid-term updating of the CDP and LDIP;
A toolkit for the review of the form, process and content of the CDP and LDIP
for the purpose of enhancing the relevance and responsiveness of the CDP
and LDIP to local needs and to strengthen alignment and complementation
with Provincial and National-level plans;
A primer for members of the technical planning team and the Local
Development Council (LDC) who may not have or have little planning
background to enable them to participate actively and substantially in the
preparation of the CDP and LDIP;
DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
A process, output and documentary checklist for the city and municipal planner
to aid him/her in advising the Local Development Council and the technical
planning team and to direct him/her to the appropriate key reference materials
required for the detailed preparation of the CDP and LDIP. These reference
materials are:
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
Policy Issuances
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
CHAPTER
THE COMPREHENSIVE DEVELOPMENT
PLAN (CDP)
(SOURCE: CDP Guidebook 2008)
The Comprehensive Land Use Plan (CLUP) The CLUP can well be regarded as the plan
and the Comprehensive Development Plan for the long-term management of the local
(CDP) are distinct and separate. territory. As the skeletal-circulatory
framework of the territory’s physical
The term “comprehensive” in the CLUP is development, it identifies areas where
understood in its geographical, territorial development can and cannot be located
sense, while the term “comprehensive” in and directs public and private investments
the CDP has to be understood in the sense accordingly. The CDP, on the other hand, is
of “multi-sectoral” development. Yet, the the action plan utilized by every local
two plans are intimately related. administration to develop and implement
priority sectoral and cross-sectoral
programs and projects in the proper
locations to put flesh on the skeleton as it
were, gradually and incrementally, until the
desired shape or form of development is
eventually attained over the long term.
This is consistent with the definition of
planning as “public control of the pattern
of development”.
A common concern often raised by local planners is how to keep the long-term plan from
being thrown away with every change in administration. The answer to this concern lies
precisely in having a separate CLUP from a CDP. It is the “people’s plan”. The CLUP, once
enacted into a zoning ordinance (Sec. 20, c), becomes a law. It remains in effect even after
the incumbent officials have been replaced. Being a law, the CLUP-turned Zoning
Ordinance cannot be simply “thrown away” without going through the proper legislative
procedures for repealing or amending an ordinance. The truth of the matter is, the long-
term CLUP, once in place, can no longer be claimed by, nor attributed to a particular
administration. Rather, the CLUP belongs to the people.
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
CHAPTER
CDP-LDIP PREPARATION STEP 1
CHAPTER
CDP-LDIP PREPARATION STEP 2
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
CHAPTER
CDP-LDIP PREPARATION STEP 3
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
Figure III is a graphical representation of the CDP Preparation steps (Steps 1-2) which are activities
involved in Ecological Profiling. Note that one Ecological Profile (EP) which represents the “current
reality” (based on one year or period only) is not sufficient for planning purposes. At least two EPs
covering two time periods is needed.
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
Figure IV is a graphical representation of the steps involved in making a readily useable Ecological
Profile and its output tool the Local Development Indicator System Matrix. This output documents
will yield the issues or levels of development or underdevelopment of a particular City or
Municipality that need to be addressed thru interventions in the form of PPAs.
(Steps 1-5)
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
4. Supplemental Guidelines on
Mainstreaming Climate and Disaster
Risk in the CLUP Preparation (HLURB)
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
CHAPTER
RATIONALIZED PLANNING INDICATOR
DATA SET (RaPIDS)
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
CHAPTER
THE LOCAL DEVELOPMENT
INVESTMENT PROGRAM (LDIP)
(SOURCE: CDP Guidebook 2008)
The Local Development Investment Program Figure X. FUNDS AVAILABLE FOR DEVELOPMENT
(LDIP) is the principal instrument for INVESTMENT
implementing the Comprehensive Development
Plan. It is a document that translates the CDP into
programs and projects and selects those that will
be picked up by the LGU for funding in the annual
Personal Services
general fund budget or through special fund NON-OFFICE CO/
IRA NON- OFFICE Maintenance & Other
generation schemes. STATUTORY
MOOE Operating Expenses
PERSONAL Office Capital Outlay
OBLIGATIONS
SERVICES
The LDIP should have a time frame of three (3) OFFICE CAPITAL Statutory Obligations
OUTLAY MOOE
years. Its annual component is what is referred to IRA
the basis for the budget document in DBM’s FUNDS AVAILABLE FOR DEVELOPMENT INVESTMENT
Budget Operations Manual (BOM).
The local development fund is that portion of the local budget that is “plowed back” to the people in the
form of programs, projects and services.
It consists of the following:
a. 20% of the IRA
b. Non-office maintenance and other operating expenses (e.g., balloons, T-shirts for sports fests and
office anniversary, streamers and banners, etc.)
c. Non-office capital outlay (draperies, microwave oven, refrigerator and other equipment that are not
essential for the delivery of services of a particular office or department)
The local development fund DOES NOT INCLUDE that portion of the local budget which is consumed by the
local government machinery for salaries, wages and other personnel costs, office maintenance and other
operating expenditures, and office capital outlay.
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
Investment programming in the context of the Investment programs must be spatially, rather
LGU’s planning and development function than merely sectorally focused. The projects must
involves generating the programs and projects therefore be selected not only for their potential
derived from the detailed elaboration of the to satisfy sectoral requirements but also for their
CLUP and the CDP. impact on the direction and intensity of urban
growth geared toward the realization of the
Specifically, this form of public spending will: desired urban form. Some examples of
a. modify, guide, direct, control or investment projects are listed below:
otherwise elicited the desired private a. Investment projects that encourage
sector response in order to accelerate growth
local economic development; i. “anchor” facilities like a university,
b. raise the level of socio-cultural well- hospital, public market
being; ii. Interchanges, bus terminals,
c. improve the standard of public transit stops
services, utilities and infrastructures, b. Investment projects that discourage
and, on the whole; and development in the vicinity
d. attain the desired urban form in the i. Waste disposal site
CLUP and the general welfare goals of ii. Sewage treatment plan
the CDP. iii. Prison or mental hospital
REFERENCES
Figure XI situates the LDIP as an output document for steps 9-10 in the CDP
Planning cycle
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
CHAPTER
CDP-LDIP PREPARATION STEP 4
LEAD OFFICE/PERSONS
1. Participate in the prioritization activities and ensure that all sectors are properly represented.
2. Ensure that the prioritization process is diligently and judiciously done.
1. Formulate a sound and objective Resource Mobilization Plan and Financing Plan for the LDIP
2. Coordinate with the BLGF, DBM or other NGAs for assistance on forecasting if necessary
3. Coordinate closely with the planning team in the preparation of the LDIP
4. The Local Treasurer in consultation with the Bureau of Local Government Finance (BLGF) will
generate Medium-Term Revenue Forecasts (3-6 years) for the Internal Revenue Allotment (IRA),
own-source revenues, borrowings and other grants and in consultation with an LDC prepare the
Resource Mobilization Plan and Financing Plan.
5. The Local Budget Officer in consultation with Department of Budget and Management will
prepare the medium-term Forward Estimates for Personal Services (PS), Maintenance and Other
Operating Expenses (MOOE) and Capital (minor) Outlay (CO), collectively the Current Operation
Expenses (COE).
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
REFERENCES
CHAPTER
CDP-LDIP PREPARATION STEP 5
LEAD OFFICE/PERSONS
C/MPDC, Budget Officer, SB/SP Secretary and C/MPDC, Budget Officer, SB/SP
HRMO Secretary and HRMO
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
CDP
Legislative requirements is as important as
the resources. Since the authority levers
will make the implementation of the CDP
possible.
The legislative requirements of the CDP are
the priority legislations that need to be
enacted by the Sanggunian to support
development priorities of the LGU in the
medium – and long – term. These may
include new legislation as well as
amendments and updates to existing
legislation. This may also be included in the
ELA.
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
CHAPTER
CDP AND LDIP REVIEW PROCESS
Assess the compliance of LGU’s CDP For component LGUs, the PDC with the PPDO
and LDIPs to the policy based acting as technical secretariat.
budgeting principles embodied in the
CDP and LDIP guidelines. For highly urbanized and independent cities,
the RDC with either NEDA & DILG ROs acting as
Determine the alignment with the technical reviewers.
PDPFP and PDIP with regards to:
o Development goals,
objectives and strategies
o Physical framework Components of the Review Process
o Investment program
Form Review – to ensure that the submitted
Assess adherence of the preparation CDP and LDIP documents are complete.
process, and content of the CDP and
LDIP submission vis-à-vis the Process Review – to determine whether the
requirements of policy based CDP and LDIP submission reflects the
budgeting as embodied in DILG’s organizational/institutional processes
guidelines. (including information sharing and consensus
building) and content generation linkages
Provide a basis for improvements in envisioned by the CDP guide.
in the CDP and LDIP.
Content Review – to assess the substance and
Establish a measure for the future logic of the CDP and LDIP submission with
qualification and provision of emphasis on the clarity, comprehensiveness,
performance grants and other and quality of various components of the
support and assistance from the planning and investment programming
National Government. processes.
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
Quality of output and analysis internal to each main CDP component. This concerns the
quality of analytical inputs and corresponding outputs in each component, relative to internal
objectives and logic, as described in the CDP guide:
o Vision/goals and objectives.
o Ecological profile
o Strategies and PPAs
Quality of linkages between components.
o Development framework
o Development issues, goals, objectives, and targets
o Strategies and PPAs
Coverage of LDIP policies:
o PPAs limited to those identified in the CDP;
o Tie up of prioritization criteria to CDP objectives;
o Coverage of revenue policies, use of debt, special assessments and other financing
tools; and
o Use of cost recovery policies.
Quality of the LDIP financing plan and investment schedule
o Historical analyses of revenue and expenditure projections;
o Use of expected trends and developments for revenue and expenditure projections;
o Investment financing needs covered by projected fund sources; and
o Total annual debt service within 20% of total annual revenues.
REFERENCES
CHAPTER
SYNCHRONIZED LOCAL PLANNING AND
BUDGETING CALENDAR (SLPBC REVISED 2016)
NG Oversight
YEAR/MONTH Agencies Guidelines, PROVINCE CITY/MUNICIPALITY
Manuals, Tools,
Systems and
Activities
Year 0/ 1. LGFPMS RaPIDS/LDIS RaPIDS/LDIS
October - (BLGF) Financial Financial
December 2. Financial Indicators Indicators
Sustainability generated and generated and
Scorecard made available made available to
(BLGF) to LGU by BLGF. LGU by BLGF.
3. E-SRE (BLGF)
4. LGPMS
(DILG)
5. RPS Guide
(DILG)
6. CDP Guide
and
Illustrative
Guide (DILG)
7. RaPIDS Guide
(DILG)
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
NG Oversight
YEAR/MONTH Agencies Guidelines, PROVINCE CITY/MUNICIPALITY
Manuals, Tools,
Systems and
Activities
2. Fiscal Plan External)
Capacity Implementation Forecasts for
Model completed. Planning
System Purposes
(BLGF) Medium-Term generated (latest
3. PFM Tools Revenue (Own- year Yt-2) by Local
using the E- Source and Treasurers.
SRE (BLGF) External)
4. BOM (DBM) Forecasts for Medium-Term
5. LTOM (BLGF) Planning Forecasts for
6. RMM (BLGF) Purposes Current Operating
7. RPS Guide generated (latest Expenses
(DILG) year Yt-2) by Local prepared by Local
8. CDP Guide Treasurers. Finance
and Committee.
Illustrative Medium-Term
Guide (DILG) Forecasts for Comprehensive
Current Development Plan
Operating (CDP) completed
Expenses (Structured List of
prepared by PPAs completed)
Local Finance
Committee.
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
NG Oversight
YEAR/MONTH Agencies Guidelines, PROVINCE CITY/MUNICIPALITY
Manuals, Tools,
Systems and
Activities
approved by 3-6-year LDIP
Local completed.
Sanggunian.
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
NG Oversight
YEAR/MONTH Agencies Guidelines, PROVINCE CITY/MUNICIPALITY
Manuals, Tools,
Systems and
Activities
Agenda
completed. Conduct of
Budget Forums
(NEP) – July 5,
Prepare and
submit Budget
Proposals (July 15)
Preparation of Preparation of
Budget Message Budget Message
(Oct 10) (Oct 10)
Submission of Submission of
Executive Executive Budget
Budget to Local to Local
Sanggunian for Sanggunian for
approval. (Oct approval. (Oct 16)
16)
Budget
Budget Authorization
Authorization issued.
issued.
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
NG Oversight
YEAR/MONTH Agencies Guidelines, PROVINCE CITY/MUNICIPALITY
Manuals, Tools,
Systems and
Activities
Year 2/ 1. BOM (DBM). Budget Review. Budget Review.
January-March 2. CDP Review CDP Review. CDP Review
Guide (DILG)
Year 1. BOM (DBM). Budget Budget Execution.
2/January- Execution.
December Budget
Budget Accountability
Accountability
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DILG CONCISE ILLUSTRATIVE GUIDE FOR THE PREPARATION,
REVIEW, MONITORING AND UPDATING OF THE CDP & LDIP CDP-LDIP
CHAPTER
LDIP UPDATING
Annual Updating of the 3-year LDIP Preparation of the Second 3-year LDIP
If an LGU was not able to fund and pursue the PPAs in After the implementation of the first three year
the current slice of the LDIP (AIP), the LDIP should be LDIP of the LGU’s CDP, the LDC and the LFC will
updated accordingly in the ensuing year. This entails have to undergo Streams 1-3 of the LDIP Process
the adjusting of the list of prioritized PPAs and the again taking into consideration those PPAs that
corresponding financing plan. LGUs thru the Local were completed and those that were not
Finance Committee and the LDC should undergo implemented in the last three years. LGUs may have
Streams 2 and 3 of the LDIP process to ensure that the to revisit priorities based on the implementation of
list of PPAs to be funded and implemented in the the first LDIP and may consider other financing
ensuing year are adjusted to accommodate those that options to ensure that most if not all the PPAs in the
were not funded or pursued in the preceding year. CDP are implemented during the second half of the
LGUs may update their resource generation strategy CDP’s period of implementation. Again, there is a
or consider other financing options to fund the need for the annual updating of the second LDIP to
projects so that PPAs maybe be implemented ensure sustainability and continuity of PPA
according to the scheduled period of implementation implementation and goal achievement.
in the CDP. This also ensures the continuity of the LDIP
in each of its AIP.
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