seminar-workshop on the 2008 general revision-guide

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Real Property Assessmentsand Classifications in

Bulacan

February 4-6, 2008Hiyas ng Bulacan Convention Center

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Opening ProgramPanalangin-Mrs. Delia de Guzman, MunicipalTreasurer of BulakanPambansang Awit- Mrs. Cora Cruz, MunicipalAssessor of PulilanIntroduction of Participants and Guests- Atty. Ma.Teresa L. Camacho, Prov. Govt. Asst. Dept. HeadWelcome Remarks and Statement of Purpose- Ms.Belinda B. Bartolome, PATO Dept. HeadLeveling of Expectations – Dir. Teodora Pineda

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Before we start, askyourself?

What are God’s gifts of love to me?

With these gifts, what difference will Imake in my family? Work? Community?

Will the world alter as I walk in it?

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Catching up to our dreams…

Some see things as they are

and say “why?”

We dream things that never were

and say “why not?”

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ObjectivesReview documents relevant to the 2008General Revision of Real PropertiesEnhance the partnership between theprovince and the municipalities as to GRKnow and understand the assessment flowof the GR, field validation, and finalizationof field findingsRecognize and accept one’s leadership aspublic servants

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Resource personsMr. Oscar Barquero-EVP, Valueworld Appraisers,Inc. & Director, Phil Association of Ral Appraisers,Inc.Mrs. Teodora B. Pineda- PGB ConsultantDr. Modesta G. Lugos- Ret. BSU VP Planning,Research & Extension; Dean, Colegio de CalumpitHaggai Institute

Facilitator: Cris M. Lugos, Haggai InstituteDocumenter:

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MethodologiesLecture-discussionSmall group presentation and discussionWorkshopPlenary presentation and discussionTeam building activities

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FOUNDATIONAL VALUES

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ParticipationEveryone carries a piece of the jigsawpuzzle that is needed to complete thepicture.

Diverse perspectives are needed to get thebest result.

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CreativityGenerates high level of energy involvingthe mind, the heart and body kinesthetic

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ConsensusImage of a woven matEach participant’s ideas are important inorder to weave into the group product

owned by all.

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ReflectionChance to step back and see what hashappened and appreciate the value of collective action.

All outputs of the fast-paced process arerevisited, integrated and confirmed.

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ActionLeads the group to do something concreteafterwards.

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Review of LGU DocumentsSchedule of market values, 2005Current available appraisal data, e.g.,sales data

BIR zonal valueListings, etc.Monthly assessment report (Dec 31, 2007)

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Session 1- Overview of the2008 GR

Legal basisGeneral and specific objectivesPartnership between the province andmunicipalities as to GRProvincial and municipal projectmanagement office (PPMO, MPPO)

PPMO-TWG, MPPO-TWG

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the GR

Dissemination re-filing of SwornStatements with the Municipal Assessorsby Real Property Owners (PublicNotice/Patalastas)Reproduction and sending of swornstatement form to property ownersAcceptance of sworn statements

Gathering of sales data, opiniondeclaration, advertised offer to sell, BIRzonal values, etc.

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Session 2 – Assessmentflow…

Collation and analysis of data/informationgathered from SS/other sources.Submission of collated analyzed of data

information to the Provincial ProjectManager.Integration of data inputs from MunicipalGovernment Units.Preparation of preliminary SFMV

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Presentation of preliminary SFMV for MAsSubmission of SFMV to SPSP deliberation, public hearing, approval,issuance of ordinancePublication, posting of approved scheduleof market values

Session 2 – Assessmentflow…

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Adoption of the SP ordinanceField ValidationSubmission to the Provincial ProjectManagement Office copies of dulyvalidated accomplished FAAS’s.Finalization/approval of FAAS’s and TD’s.

Session 2 – Assessmentflow…

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Preparation and Sending of NATB’sPreparation of Assessment RollsFurnishing Municipal Treasurers withAssessment Rolls.Tax Collection Enforcement Program

Session 2 – Assessmentflow…

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Day 2 – Session 3

Empowering Leadership for GoodLocal Fiscal Management

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Human andPhysical Resources

Hiring of field personnelConduct of training for field personnelPreparation of needed resources

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Session 5 – Field ValidationContinuation of assessment flowPPMO and MPMO joint activity

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Session 6 – Finalization of FieldFindings

Finalization of FAASs and TDsPreparation and sending of NATBsPreparation of Assessment Rolls

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Session 7

Preparation of Project Implementation Plan

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Day 3- Session 8

Pitching for Peak Performance

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Session 9 – PIP PresentationGroup 1 – Bulakan, Paombong, Hagonoy,Calumpit, PulilanGroup 2 – Guiguinto, Pandi, Plaridel,

Baliuag, BustosGroup 3 – San Rafael, San Ildeonso, SanMiguel, Angat, Norzagaray, DRT

Group 4 – Balagtas, Bocaue, Sta. Maria,Marilao, Obando

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Session 10 – Small groupdiscussion

Focus question:

What will be our role in the implementation of the GR in our LGU?

Time: 30 min. for small group discussion30 min. for plenary discussion

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Session 11 – PlenaryPresentation of PIP of selected LGUsPresentation of Outputs in Session 10Response by resource personsOpen forum

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Session 12 – Agreements andCommitments

Feb 11 – Submission of finalmunicipal PIP with supporting

route schedule to the PPMOfor review and approval

Feb 15 – Submission of recommended applicants

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Agreements …Feb 15-18 Screening of applicants byPPMOFeb 18 – Submission of data needed for

the preparation of the schedule of bas unitvalueFeb 19-22 Collation and analysis of dataFeb 25-29 – {Preparation of preliminary

SFMVFeb 25-29 – Submission of screenedapplicants to the Mayors for appointment

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Agreements …Mar 3-7 - Presentation of preliminary SMVto MAsMar 3 – Apr 5 - Conduct of training for

hired field personnelMar 3 – 7 - Submission of SFMV to SPMar 3-31 - Deliberation by SP/public

hearingMar 10 – Field validation

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Agreements …Apr 1 - Adoption of the SP/ordinanceApr 1,7,14 – Publication/posting of approved SFMV

Apr 1-Aug 31 – Field validationApr 1-Sept 6- Finalization of FAASs & TDsSept 8-Oct 31- Preparation and sending of

NATBsSept 10 - - Preparation of Assessment Rolls

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Total commitmentis

our way of life!