Republic of the Philippines

DEPARTMENT OF SOCIAL WELFARE AND DEVELOPMENT

Field Office VI, MH del Pilar Street, Molo, Iloilo City
Kapit-Bisig Laban sa Kahirapan-Comprehensive and Integrated Delivery of Social Services
(Kalahi-CIDSS)
ACTIVITY PROPOSAL
I.

IDENTIFYING INFORMATION

a. Title of the Activity

:
Finance Facilitator
b. Date of Conduct
c. Preferred Venue
d. Target Participants
:
e. Budgetary Requirements
f. Source of Fund
II.

Tactical

Session for KALAHI-CIDSS

of SRPMO Antique
:
October 13-14, 2016
:
To be determined
Community Finance Facilitator
:
Php 79,800.00
:
KALAHI-CIDSS: NCDDP

Community

RATIONALE

The KALAHI-CIDSS is a poverty reduction project of the government of the Philippines

and is implemented by the Department of Social Welfare and Development (DSWD). It
engages in specific social process which includes the transition, social preparation,
project identification, selection and planning stage, project approval stage,
implementation of sub-projects, operation and maintenance, and monitoring and
evaluation. In between this cycle, finance is one important aspect involved. Finance is the
activating unit of the organization which is concerned on the acquisition and conversation
of funds in meeting the purpose of the said project.
With the anticipated volume of transactions covered by this project, there are issues
and concerns encountered which are generated within the finance unit. Thus the
proponent hereby proposes for the conduct of the Tactical Session for Community Finance
Facilitator of SRPMO Antique under KALAHI-CIDSS to capacitate them on finance matters
which include Financial Management System, Internal Controls and Monitoring System
and Tools.
III.

OBJECTIVES
At the end of the tactical session, the participants will be able to:
a. Identify finance issues and concerns with corresponding resolutions
b. Enhance technical skills related to Financial Management especially during
Sub-Project Implementation

c. Identify new learning with regards to enhancement of Internal Control and

Monitoring Tools for Analysis during Sub-Project Implementation
d. Come up with strategies to fast track transactions and limit problem cases
related to finance
IV.

DESCRIPTION OF THE ACTIVITY

a. Content and Process
The Tactical Session for Community Finance Facilitator of SRPMO Antique will
be conducted in two (2) days. The highlights of the activity include the
following topics:
Identification of concerns and needs
Financial Management during Sub-Project Implementation
Enhancement of Internal Control for Sub-Project Implementation
Monitoring Tools for Analysis
The methodologies will include consultation, lectures, open forum, and other
participatory learning methods.
b. Participants
Participants
RPMO
SRPC
FA III - SRPMO
FA II - SRPMO
CPO III - SRPMO
CFF
Admin. Asst.
Total

No.
1
1
1
1
1
22
1
28

NCDDP
NCDDP
NCDDP
NCDDP
NCDDP
NCDDP
NCDDP

c. Activity Management
The Financial Analyst III of SRPMO will be responsible in the over-all
management of the session together with the Financial Analyst II of SRPMO. The
Sub-regional Project Coordinator will serve as the consultant in the management of
the session. The preliminaries will start by 1:00 PM on Day 1 wherein topics will be
discussed followed by the workshop proper on day 2. The Financial Analyst III and
Community Procurement Officer III of SRPMO will serve as the main resource
persons.

V.

BUDGETARY REQUIREMENTS

Particulars/Description

Food and Lodging

Computation
Day 1: Lunch, PM Snack &
Dinner with lodging @
P1,100.00 x 28 pax
Day 2: 3 meals & 2 snacks
with lodging @ P1,500.00 X 28
pax
Day 3: Breakfast @ P250.00 x
28 pax
TOTAL

VI.

Amount
Php 30,800.00
Php
42,000.00
Php 7,000.00
Php
79,800.00

RECOMMENDATION

With the above stated considerations and details, the proponent therefore recommends
for the approval of this activity name as Tactical Session for KALAHI-CIDSS
Community Finance Facilitator of SRPMO Antique with the budgetary requirement
amounting to Seventy Nine Thousand Eight Hundred Pesos Only.

Prepared by:

Noted by:

JOCELYN H. VELASCO
Sub-regional Project Coordinator

BELEN P. GEBUSION
Deputy Regional Project Manager

Recommending Approval:
PERLA P. HARO
OIC Chief, Institutional Development Division

Approved by:
REBECCA P. GEAMALA
Regional Director

Department of Social Welfare and Development

Kalahi-CIDSS NCDDP Project
DSWD Regional Field Office VI, M.H. Del Pilar Street, Molo, Iloilo City

Time
Day 1:
12:00-1:00 p.m.
1:00-1:15 p.m.

1:15-1:30 p.m.
1:30-4:00 p.m.

4:00-5:00 p.m.
5:00-5:30 p.m.
Day 2:
8:00-8:15 a.m.
8:15-8:30 a.m.
8:30-9:00 a.m.
9:00-11:00 a.m.
11:00-12:00 noon

12:00-1:00 p.m.
1:00-3:00p.m.

3:00-4:00 p.m.

4:00-5:00 p.m.
5:00-5:30 p.m.
Day 3:

SCHEDULE OF ACTIVITY
Activity
Registration
Opening Preliminaries
-Reflection
-Singing of the Philippine
National Anthem
Opening Remarks
Financial Management
during Sub-Project
Implementation
Open Forum: Identification
of issues and concerns
Summary of Discussions
Registration
Opening Preliminaries
Recap of Discussions on the
Previous Day
Orientation on Internal
Control
Orientation and Updates on
Financial Management
Reports
Lunch Break
Discussion and Updates on
Community-Based
Procurement
Open Forum: Identification
of resolutions on issues and
concerns
Admin Concerns
Summary of Discussions/
Wrap-up of agreements

Responsible Person
Admin. Assistant
Financial Analyst II

Sub-regional Project
Coordinator
Financial Analyst III

Financial Analyst III

Admin. Assistant
Financial Analyst II
Financial Analyst II
Financial Analyst III
Financial Analyst II

Community Procurement
Officer III
Financial Analyst III
Community Procurement
Officer III
Admin. Assistant
Financial Analyst III

8:00 a.m.
Prepared by:

JOCELYN H. VELASCO
Sub-regional Project Coordinator

Home bound