Foundation Course 1

FC 1: “Understanding the LGU PFM Reform: The Project, Structure, and Approach.”

Objectives: At the end of the 2-day workshop, participants are expected to:

  • Assess their own level of readiness for the LGU PFM reforms;
  • Appreciate the LGU PFM 2 project, the LGU PFM Reform Roadmap and its Implementatioin strategies, the Capacity Development framework and the various PFM tools to be developed and/or enhanced under this project;
  • Appreciate and understand the structures, roles and approach for the Inter-Agency bodies at national and local levels to move the LGU PFM Reform Roadmap;
  • Establish desired and current state of delivery of Technical Assistance (TA) to the LGUs;
  • Identify determinants of improved delivery of TA to the LGUs;
  • Identify capacity areas needed to improve delivery of TAs to the LGUs;
  • Map out a capacity development plan for each RIAT;
  • Formulate the levels of results of capacity interventions for 2015-2016; and
  • Agree on next steps

Foundation Course 2

FC 2: “Operationalizing the LGU PFM Reform through the PFMIPs”

Objectives: At the end of the 2-day workshop, participants are expected to be able to:

  • Discuss the Public Financial Management Assessment Tool (PFMAT);
  • Review the Public Financial Management Improvement Plans (PFMIPs) submitted vis-à-vis
  • PFMAT results and the LGU PFM Reform Roadmap, its Implementation Strategy and other performance measurement tools;
  • Identify the different approaches used by the OAs in providing Technical Assistance/support to the LGUs; and
  • Refine CapDev Plan for each RIAT based on the PFMIPs

Foundation Course 3

FC 3: “Designing and Scoping the LGU PFM Reform.”

Objectives: At the end of the 3-day workshop, participants are expected to:

  • Appreciate the key characteristics in determining a good quality PFMIP;
  • Map out the targeted levels of results of PFMIP implementation;
  • Scope the change involved in the implementation of the PFMIP;
  • Analyze the profile of stakeholders involved in the implementation of the PFMIP;
  • Assess the change readiness of the LGU in the implementation of the PFMIP; and
  • Formulate a change management strategy and plan in the implementation of the PFMIP.

Foundation Course 4

FC 4: Delivering TA/Support to the Focus LGUs based on the PFM Improvement Plans (PFMIPs).


  • Appreciate the plan-budget linkage medium term framework;
  • Review the enhanced PFMIPs of focus LGUs vis-a-vis resources available and readiness of RIATs and LGUs;
  • Simulate how the focus LGUs will move their priority PFMIPs based on steps reflected in the enhanced PFM Manuals;
  • Appreciate the various manuals and tools we are developing within the context of convergence;
  • Map out a plan for the pilot-testing/roll-out  of these manuals/tools during the ALA;
  • Identify the entry points of your partner RIAT agencies in the roll-out of your respective tools; and
  • Agree on the next steps.

Foundation Course 5 & 6

FC 5 & 6: Monitoring/Evaluation and Sustaining the Emerging Gains of the LGU PFM 2 Project.

By the end of the workshop, participants will be able to:

  • Document the progress and journey of the RIATs;
  • Report on the emerging gains of the focus LGUs;
  • Define and agree on the Monitoring and Evaluation Framework of the focus LGU;
  • Define tasking, schedules and resource requirements for M & E activities; and
  • Define sustainability schemes to move the LGU PFM reforms forward;
  • Craft an Institutionalization Plan per RIAT to sustain the gains of the LGU PFM 2 project