Revised - Eligibility Assessment For The Balik Probinsya Bagong Pag-Asa Program

Doc. Control No.
DSWD-KALAHI-SOP-004
Rev. No. 01 Page 1 of 11
Effective Date
ELIGIBILITY ASSESSMENT FOR THE BALIK PROBINSYA, BAGONG PAG-ASA (BP2)

PROGRAM
Document History
Date Originated/
Rev. No. DRRRF No. Description of Change Originator
Revised
KALAHI-CIDSS
00 DRRRF-2021- 12/09/2021
Initial Release NPMO
Improvement on the
KALAHI-CIDSS
001 DRRRF-2022- process flow and 03/07/2022
NPMO
description of steps
Combined Steps that

002 DRRRF-2022-
covered during the interview
REVIEW AND APPROVAL
PRINTED NAME POSITION
OIC- National Program Manager

PREPARED BY: MA. CONSUELO O. ACOSTA
KALAHI-CIDSS NPMO
REVIEWED BY: Undersecretary for Operations

JERICO FRANCIS L. JAVIER
Group
DSWD Quality Management

Representative
RODOLFO M. SANTOS, CESO II
This document is a property of the Department of Social Welfare and Development (DSWD) and the contents are treated in
strict confidentiality. Therefore, unauthorized reproduction is strictly prohibited, unless otherwise permitted by the DSWD. All
inquiries regarding this procedure shall be directed to the Management who is responsible for its control. Uncontrolled copy if
printed. Discard properly after use.
Doc. Control No. DSWD-KALAHI-SOP-004
Effective Date

PROGRAM
APPROVED BY: ERWIN T. TULFO DSWD Secretary
DISTRIBUTION LIST:
This document is updated and

● KALAHI CIDSS-National Program Management
controlled if it bears the BLUE
Office; and
“CONTROLLED COPY” stamp.
● All KALAHI CIDSS-Regional Program Management Otherwise, please refer to the
Offices Document Controller (DC) for your
updated copy.
Effective Date

PROGRAM
1.0 Purpose:
This Standard Operating Procedure (SOP) aims to rationalize and provide standard
procedures in the conduct of eligibility assessment for the Balik Probinsya, Bagong
Pag-asa (BP2) Program, specifically of the BP2 applicants endorsed by the National
Housing Authority (NHA), walk-in applicants in the Kapit-Bisig Laban sa Kahirapan-
Comprehensive and Integrated Delivery of Social Services (KALAHI-CIDSS) National
Program Management Office (NPMO) and other referral from the different Offices,
Bureaus and Services (OBS) of the Central Office of the Department; other agencies,
e.g., Presidential Complaint Center, Department of Transportation, etc. and
stakeholders, among others.
2.0 Scope:
This SOP only applies to the conduct of eligibility assessment of the BP2 applicants
who are endorsed by NHA, walk-in, and referred by the different OBS, agencies, and
stakeholders, among others, at the KALAHI-CIDSS NPMO, particularly on its BP2
Program.
3.0 Associated Reference/s:
Executive Order No. 114, s. 2020, “Institutionalizing the Balik Probinsya, Bagong
Pag - asa (BP2) Program as the Pillar of Balanced Regional Development, Creating
a Council Therefor and for Other Purposes”;
Executive Order No. 137, s. 2021, “Institutionalizing the AHON Convergence

Program. The “Aid and Humanitarian Operations Nationwide” (AHON) Convergence
Program”, provides a platform for enhanced and unified delivery of social
amelioration services;
DSWD Memorandum Circular No. 12, s. 2021, Amendment to Memorandum

Circular No. 15, s. 2020, “Guidelines on the Implementation of the Balik Probinsya,
Bagong Pag-asa (BP2) Program by the Department of Social Welfare and
Development”; and
DSWD Memorandum Circular No. 15, s. 2020, “Guidelines on the Implementation

of the Balik Probinsya, Bagong Pag - asa Program by the Department of Social
Welfare and Development”.
Effective Date

PROGRAM
4.0 Definition of Terms:
TERM DEFINITION
Balik Probinsya, Bagong Pag-asa BP2 Program is one of the support measures
(BP2) Program that aim to decongest urban poor communities
and contribute to the achievement of balanced
regional development. It will enable the
beneficiaries who decide to return to their
hometown or resettlement areas to have the
opportunity to start a new life.
Disaster For this purpose, it refers to the serious

disruption of the social functioning of an
individual or family which involves widespread
human, material, economic or environmental
losses and impacts that are beyond the ability
of the affected individual or family to cope
using their own resources. It includes human-
induced, natural hazards and health
emergencies.
Eligibility Assessment One of the case management processes of the

BP2 Program conducted by the Social
Worker(s) to determine the eligibility of each
applicant based on the set of criteria provided
for in the DSWD Memorandum Circular (MC)
No. 12, Series of 2021.
Eligible Families Families validated and assessed by the Social

Worker, who passed the criteria set in the
DSWD MC No. 12, Series of 2021.
For this purpose, a family is a group of

persons living together composed of, but not
Effective Date

PROGRAM
limited to, the head of the family and others

related to the head by blood, marriage, or
otherwise (common-law) or by adoption.
NHA Verified List This refers to the list of applicants generated

from the online application portal of the BP2
Program, verified by the NHA and transmitted
to the KALAHI CIDSS-NPMO for eligibility
assessment.
Social Case Study Report A document prepared by a duly registered

(SCSR) Social Worker that contains the basic
information of the beneficiary, the presented
problem, background, assessment and
recommendation on the case. This document
serves as the basis of the Department for the
interventions to be provided to the
beneficiaries.
It also contains the recommendation of the

Social Worker on the eligibility of the applicant
to the Program based on the set of criteria
provided for in the DSWD MC No. 12, Series
of 2021.
Unified Livelihood Assessment A BP2 Program’s unified tool being

Tool (ULAT) administered to determine the livelihood needs
of and interventions appropriate for the BP2
beneficiaries.
Effective Date

PROGRAM
5.0 Procedure
TURN
INTERFACE
FLOWCHART PROCEDURE DETAILS RESPONSIBLE AROUND
DOCUMENT
TIME
Effective Date

PROGRAM
1.1. Upon receipt of the Social Welfare NHA Verified 3 Minutes

START endorsement(s) from NHA-BP2 Officer III/IV; Generated List
Council Secretariat or referral of Applicants /
from other agencies, KALAHI CIDSS
stakeholders, etc., or upon Records Staff; Accomplished
accomplishment of the Log Book KALAHI CIDSS Official
through the KALAHI-CIDSS Security Guard of Visitor’s
NPMO’s Official Visitor’s Log the Day Logbook
Book, for walk-in applicant(s).
Type of
Applicant
1.2. KALAHI-CIDSS NPMO
through the BP2 Secretariat
reviews the endorsed list(s) then
acknowledges the receipt of the
endorsement(s) or referral or
notify the NHA or referring
party/ies regarding clarification(s)
on the endorsement if any.
Category
For this purpose, BP2 applicants
3 are categorized as follows:
Category 1–BP2 applicants duly

endorsed by the NHA-BP2
Council Secretariat;
Categories
1&2
Category 2–BP2 applicant(s) duly
referred by the different DSWD
Offices, Bureaus and Services
(OBS) and Field Offices (FOs),
other agencies and stakeholders,
among others, at the KALAHI
CIDSS-NPMO; and
Effective Date

PROGRAM
2.1. Applicant(s) shall accomplish Walk-in Accomplished 5 Minutes

the applicable parts of the Intake Applicant(s); Intake Sheet
Accomplish the
Intake Sheet Sheet, i.e., basic information,
highest educational attainment, Officer-of-the-Day
family composition and
“Pahintulot”. The Intake Sheet
shall be provided by the Officer-of-
the-Day (OD) or any available
BP2 Social Worker at the
designated BP2 Interview Room.
Then proceed to Step 3.1.
Effective Date

PROGRAM
3.1. Assigned Social Worker shall Social Welfare Accomplished 40 Minutes

Validation and conduct the intake interview of the Officer II; Intake Sheet
Eligibility applicant(s), validation and
Assessment eligibility assessment through Officer-of-the-Day;
phone call or face-to-face
Social Welfare
depending on the category of
Officer III
applicant(s).
3.1.1 For Category 1, endorsed

list(s) shall be distributed among
the BP2 Social Workers by the
Supervising Social Worker.
3.1.2. For Categories 2 & 3,

applicants shall automatically be
assigned to the OD or any
available Social Worker.
3.2 The applicant(s) shall be

requested to accomplish the
“Client Satisfaction Measurement
Form (CSMF)”.
3.3 Applicants shall be registered

to PIMS Database.
3.3. Proceed to Step 4.1.
Effective Date

PROGRAM
4.1. For Categories 1, 2 & 3, Social Welfare Registered 25 Minutes

Eligible
eligible applicants shall proceed to Officer II; Online;
? Step 5.1.
Applicant(s); Signed
Referral Letter/
Social Welfare
4.2. For Categories 2 & 3, Officer III; Memorandum;
applicant/s who is/are eligible and
is/are not yet registered online Social Welfare Accomplished
shall be assisted in registering Officer IV; CSMF,
Yes No
online in the balikprobinsya.ph Updated
Deputy National Tagging;
portal.
Inform the Program Manager;
applicant of the Approved
result of the National Program Update
eligibility 4.3. If found ineligible, applicant(s) Manager; Report;
assessment
shall be informed of the result(s)
Administrative Signed
of the assessment.
Officer II; Transmittal
Letter/
KALAHI-CIDSS
4.4. For Category 1 applicants, Records Staff Memorandum
the assigned Social Worker shall
For other
update the tagging of the
appropriate
action? assessed applicant based on the
assessment result(s).
4.5. For applicants under

Categories 2 & 3, the assigned
Social Worker shall keep the
accomplished Intake Sheet in the
designated storage cabinet for
proper recording, safekeeping
and/or disposal.
Refer to concerned
OBS and/or
agencies, if needed
4.6. For applicants under
Category 2, an update report to
the referring party/ies shall be
provided.
Request to
accomplish the
Effective Date

Under
Category PROGRAM
2?
No Yes
5.1 Applicants shall be provided Social Welfare Updated 20 Minutes
appropriate intervention(s) Officer II; Progress
For other immediately. Eligible applicant(s) Report;
appropriate shall be referred to other Social Welfare
action? programs and services of the Officer III; Signed
Department and other partner Referral Letter/
Social Welfare
agencies once consented by the
Officer IV; Memorandum;
applicant(s).
Provision of Deputy National Other pertinent
Provide an
immediate Program Manager; document(s)
update to the
appropriate based on the
5.2. Proceed to Step 7.1 if there
referring party/iesor
intervention(s) National Program needed
are no other appropriate actions,
referral to Manager; programs and
appropriate OBS or after providing immediate
appropriate intervention(s) or services
and/orENDagencies, if Administrative
needed referring to appropriate OBS Officer II;
and/or agencies.
KALAHI CIDSS
Records Staff;
Applicant(s)
Effective Date

PROGRAM
7.1. Assigned Social Worker Social Welfare Prepared/ 1 Hour per

prepares the SCSR following the Officer II Revised Social eligible
Preparation prescribed timeline. Case Study applicant
of the SCSR Report
7.2 The assigned Social Worker

shall also administer the Unified
Livelihood Assessment Tool
(ULAT) to further determine the
appropriate livelihood
intervention(s) and agencies that
can provide them livelihood
interventions or support.
7.3. Once prepared, the SCSR

shall be routed to the Supervising
Social Worker for review. Then
proceed to Step 8.1.
7.4. The assigned Social Worker

shall revise the SCSR based on
the input/ comment of the
Supervising Social
Worker/Division Head/DNPM then
back to Step 9.1 or Step 10.1 or
Step 11.1 depending on the
concerned level.
Effective Date

PROGRAM
8.1. Supervising Social Worker Social Welfare Reviewed 30 Minutes

reviews the prepared SCSR once Officer III Social Case per eligible
transmitted following the Study Report applicant
Supervising prescribed timeline. under the
Social Worker
Supervising
reviews the
SCSR Social Worker
8.2. If no further input/comment to

comply, the SCSR shall be
If there is endorsed to the Division Head for
comment, further review or back to Step
return to 10.1.
Step 8.3 for
revision.
8.3. If there are comments for
compliance, the SCSR shall be
returned to the assigned Social
Worker or to Step 7.4.
If no
comment,
proceed to
Step 10.1
9.1. Division Head reviews the Social Welfare Reviewed 20 Minutes

endorsed SCSR once transmitted Officer IV Social Case per eligible
following the prescribed timeline. Study Report applicant
under the
Division Head
9.2. If no further input/comment to

comply, the SCSR shall be
endorsed to the Deputy National
Program Manager (DNPM) for
approval or proceed to Step 10.1.
Effective Date

PROGRAM
9.3. If there is an item for

Worker or to Step 7.4.
Division
Head reviews
the SCSR
If there is
comment,
Effective Date
return to
If no Step 8.3 for
comment,
ELIGIBILITY
revision ASSESSMENT FOR THE BALIK PROBINSYA, BAGONG PAG-ASA (BP2)
proceed to PROGRAM
Step 11.1
10.1. DNPM approves the Social Welfare Approved 15 Minutes

endorsed SCSR once transmitted Officer III; Social Case per eligible
following the prescribed timeline. Study Report applicant
Social Welfare
Officer IV;
10.2. If no further input/comment Deputy National

to comply, the SCSR shall be Program Manager
approved by the DNPM then
proceed to Step 12.1.
10.3. If there is an item for

Worker or back to Step 7.4.
11.1. DSWD BP2 Secretariat Administrative Summary 10 Minutes

Update or notify the updates the NHA and referring Officer II Updates with
NHA-BP2 Council agencies on the result(s) of the appropriate
Secretariat of the
eligibility assessment through a tagging
eligibility
assessment reply to their endorsement(s) and
result(s) will be forwarded to National
Housing Authority for the
preparation of Certificate of
Eligibility.
Approval of
the DNPM

If there is
comment, Rev. No. 01 Page 16 of 11
return to
If no
Step 8.3
comment, Effective Date
for revision
proceed
to Step
12.1
PROGRAM
END
4 Hours and
TOTAL
13 Minutes
Note: The total processing time herein in this SOP excludes the waiting time for batch consolidation and
processing by the NHA including their scheduling of send-off activities.

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Doc. Control No.

Rev. No. 01 Page 1 of 11

ELIGIBILITY ASSESSMENT FOR THE BALIK PROBINSYA, BAGONG PAG-ASA (BP2)

Combined Steps that

REVIEW AND APPROVAL

PRINTED NAME POSITION

OIC- National Program Manager

REVIEWED BY: Undersecretary for Operations

DSWD Quality Management

Rev. No. 01 Page 2 of 11

ELIGIBILITY ASSESSMENT FOR THE BALIK PROBINSYA, BAGONG PAG-ASA (BP2)

APPROVED BY: ERWIN T. TULFO DSWD Secretary

This document is updated and

Rev. No. 01 Page 3 of 11

ELIGIBILITY ASSESSMENT FOR THE BALIK PROBINSYA, BAGONG PAG-ASA (BP2)

3.0 Associated Reference/s:

Executive Order No. 137, s. 2021, “Institutionalizing the AHON Convergence

DSWD Memorandum Circular No. 12, s. 2021, Amendment to Memorandum

DSWD Memorandum Circular No. 15, s. 2020, “Guidelines on the Implementation

Rev. No. 01 Page 4 of 11

ELIGIBILITY ASSESSMENT FOR THE BALIK PROBINSYA, BAGONG PAG-ASA (BP2)

4.0 Definition of Terms:

Disaster For this purpose, it refers to the serious

Eligibility Assessment One of the case management processes of the

Eligible Families Families validated and assessed by the Social

For this purpose, a family is a group of

Rev. No. 01 Page 5 of 11

ELIGIBILITY ASSESSMENT FOR THE BALIK PROBINSYA, BAGONG PAG-ASA (BP2)

limited to, the head of the family and others

NHA Verified List This refers to the list of applicants generated

Social Case Study Report A document prepared by a duly registered

It also contains the recommendation of the

Unified Livelihood Assessment A BP2 Program’s unified tool being

Rev. No. 01 Page 6 of 11

ELIGIBILITY ASSESSMENT FOR THE BALIK PROBINSYA, BAGONG PAG-ASA (BP2)

Rev. No. 01 Page 7 of 11

ELIGIBILITY ASSESSMENT FOR THE BALIK PROBINSYA, BAGONG PAG-ASA (BP2)

1.1. Upon receipt of the Social Welfare NHA Verified 3 Minutes

Category 1–BP2 applicants duly

Rev. No. 01 Page 8 of 11

ELIGIBILITY ASSESSMENT FOR THE BALIK PROBINSYA, BAGONG PAG-ASA (BP2)

2.1. Applicant(s) shall accomplish Walk-in Accomplished 5 Minutes

Rev. No. 01 Page 9 of 11

ELIGIBILITY ASSESSMENT FOR THE BALIK PROBINSYA, BAGONG PAG-ASA (BP2)

3.1. Assigned Social Worker shall Social Welfare Accomplished 40 Minutes

3.1.1 For Category 1, endorsed

3.1.2. For Categories 2 & 3,

3.2 The applicant(s) shall be

3.3 Applicants shall be registered

3.3. Proceed to Step 4.1.

Rev. No. 01 Page 10 of 11

ELIGIBILITY ASSESSMENT FOR THE BALIK PROBINSYA, BAGONG PAG-ASA (BP2)

4.1. For Categories 1, 2 & 3, Social Welfare Registered 25 Minutes

4.5. For applicants under

Rev. No. 01 Page 11 of 11

ELIGIBILITY ASSESSMENT FOR THE BALIK PROBINSYA, BAGONG PAG-ASA (BP2)

Rev. No. 01 Page 12 of 11

ELIGIBILITY ASSESSMENT FOR THE BALIK PROBINSYA, BAGONG PAG-ASA (BP2)

7.1. Assigned Social Worker Social Welfare Prepared/ 1 Hour per

7.2 The assigned Social Worker

7.3. Once prepared, the SCSR

7.4. The assigned Social Worker