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COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW CELIA M. REYES CBMS NETWORK LEADER 2017 PEP MEETING, NAIROBI, KENYA

COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

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Page 1: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW CELIA M. REYES CBMS NETWORK LEADER 2017 PEP MEETING, NAIROBI, KENYA

Page 2: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

BACKGROUND ON CBMS

The Community-Based Monitoring System (CBMS) is an organized process of data collection and processing at the local level and of integration of data in local planning, program implementation and impact-monitoring.

It is system that promotes evidence-based policymaking and program implementation while empowering communities to participate in the process.

CBMS is a tool designed in 1993 to provide policymakers with a good information base for tracking the impacts of various economic reforms and policy shocks on the vulnerable groups in the society

CBMS methodology, instruments and training modules were developed over the years by the CBMS Network Team with support from the International Development Research Centre (IDRC)-Canada and UK-Department for International Development among other partners.

Page 3: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

RATIONALE FOR CBMS

Local government code was passed in 1991 in the Philippines. This law devolves many functions to the local governments. This increased the demand for more disaggregated data to support local level planning and budgeting.

There has been a focus on targeted interventions due to limited funds. This required information at the household level to identify eligible beneficiaries.

CBMS was designed in 1993 and pilot-tested in 1995 in the Philippines.

Page 4: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

THE WHO, THE WHERE AND THE WHY OF POVERTY: SOME ISSUES AND CONCERNS IN THE CASE OF PHILIPPINES

Official statistics are reliable down to the regional and provincial levels only (i.e. the sampling design of many of these surveys provide estimates of the variables only at the provincial level.)

The collection of data is few and far in between, and processing adds a few more years so that its usefulness for policy and program design diminishes.

Data comes from different surveys and censuses so that it is not possible to come up with a comprehensive picture of the different dimensions of poverty for a particular household at a given point in time.

And yet, local government units, in decentralized structure of government, are the front-liners in the fight against poverty and are mandated to assume the primary responsibility for the provision of basic services and facilities and the improvement of the quality of life of their constituents.

Page 5: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

Available Sources of

Data

Implementing

Agency

Frequency of

Collection

Data Obtained

Family Income and

Expenditures Survey

(FIES)

Philippine Statistics

Authority

Every 3 years Family income and living expenditures and

related information affecting income and

expenditure levels and patterns in the

Philippines including poverty incidence

Annual Poverty

Indicator Survey

(APIS)

Philippine Statistics

Authority

Every year wherein

FIES is not

conducted

Socioeconomic profiles of families and other

information relating to their living conditions but

not poverty incidence

National Nutritional

Survey (NNS)

FNRI Every 5 years Food situation and nutritional status of the

population

Census of

Population and

Housing (CPH)

Philippine Statistics

Authority

Every 10 years Size, composition and distribution of population

in the Philippines

Functional Literacy,

Education and Mass

Media Survey

(FLEMMS)

Philippine Statistics

Authority

Irregular Number of functionally literate population and

their socioeconomic characteristics

National

Demographic and

Health Survey

(NDHS)

Philippine Statistics

Authority

Every 5 years Demographic, maternal and child health issues

in the Philippines

Labor Force Survey

(LFS)

Philippine Statistics

Authority

Every quarter of the

year

Levels and trends of employment,

unemployment and underemployment

Sources of Data in the Philippines

Page 6: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

Available Sources of Data Data Obtained Poverty Dimension

Family Income and

Expenditures Survey

(FIES)

Family income and living expenditures

and related information affecting

income and expenditure levels and

patterns in the Philippines including

poverty incidence

Income

Housing

Tenure

Water

Sanitation

Education

Annual Poverty Indicator

Survey (APIS)

Socioeconomic profiles of families and

other information relating to their living

conditions but not poverty incidence

Housing

Tenure

Water

Sanitation

Education

National Nutritional

Survey (NNS)

Food situation and nutritional status of

the population

Nutrition

Census of Population

and Housing (CPH)

Size, composition and distribution of

population in the Philippines

Functional Literacy,

Education and Mass

Media Survey (FLEMMS)

Number of functionally literate

population and their socioeconomic

characteristics

Education

National Demographic

and Health Survey

(NDHS)

Demographic, maternal and child

health issues in the Philippines

Health

Housing

Water

Sanitation

Labor Force Survey (LFS) Levels and trends of employment,

unemployment and underemployment

Employment/Job

Sources of Data in the Philippines

Page 7: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

BACKGROUND ON CBMS

National /Regional

Provincial

Municipal/City

Village/Barangay

Administrative

Structure Information Availability CBMS can fill

the gap

National surveys

CBMS

Resource constraints and distributive objectives increase the

demand for local data that can support targeting schemes

Page 8: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

CBMS Responds to:

Lack of necessary disaggregated data for:

Diagnosing extent of poverty at the local level

Determining the causes of poverty

Formulating appropriate policies and program

Identifying eligible beneficiaries

Assessing impact of policies and programs

Need for support mechanisms for the implementation of the decentralization policy

CBMS facilitates greater transparency and accountability in local governance

Page 9: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

Targeting of Interventions

CBMS can identify who and

where the poor are and what

are their needs

CBMS directs assistance to

those who need it most

Page 10: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

KEY FEATURES OF CBMS

Involves a census of all households in a community

Local government unit (LGU)-based while promoting

community participation

Taps existing LGU-personnel/community members as

monitors

Generates a core set of indicators that are being measured

to determine the welfare status of the population. These

indicators capture the multidimensional aspects of poverty

Uses freeware customized for CBMS-data collection,

processing and poverty mapping

Establishes database at each geopolitical level

Page 11: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

CBMS Core Indicators of Poverty

Dimension Indicator

Health and

Nutrition

Proportion of children under 5 who died Health poor

Proportion of women who died due to pregnancy

related causes

Proportion of children aged 0-5 who are malnourished Nutrition poor

Housing Proportion of households in makeshift housing Housing poor

Proportion of households who are informal settlers Tenure poor

Water and

Sanitation

Proportion of households without access to safe water

supply

Water poor

Proportion of households without access to sanitary

toilet facilities

Toilet poor

Page 12: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

CBMS Core Indicators of Poverty Dimension Indicator

Education

Proportion of children 6-11 years old who are not

attending elementary school

Education

poor

Proportion of children 12-15 years old who are not

attending secondary school

Proportion of children 6-15 years old who are not

attending school

Income and

Hunger

Proportion of households with income below the poverty

threshold Income poor

Proportion of households with income below the food

threshold

Income poor

(extreme)

Proportion of households who experienced hunger due to

food shortage Food poor

Employment Proportion of persons in the labor force who are

unemployed Job Poor

Peace and

Order Proportion of persons who are victims of crime Security Poor

Page 13: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

CBMS Instruments: Data Collection

CBMS Household Profile Questionnaire

(CBMS HPQ)

12 page-form

CBMS Barangay Profile Questionnaire

(CBMS BPQ)

6 page-form

Page 14: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

Data Collected through the CBMS-BPQ

physical and demographic characteristics of the village

(barangay)

demographic reference

service institutions and infrastructure

disaster risk reduction and preparedness

peace and order

programs, projects and activities

budget, revenue and expenditure

Page 15: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

Data Collected through the CBMS-HPQ

household/member characteristics

education

political and community participation

health and nutrition

income, employment and livelihood

housing and tenure, water sources and sanitation

migration

impacts of climate change

access to programs

Page 16: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

CBMS Accelerated Poverty Profiling (CBMS APP) Developed by the CBMS Network Team, the CBMS APP

is an organized, systematic and efficient process of use

of latest information and communication technology

tools e.g. tablets , and the standard CBMS instruments

for data collection (CBMS SCAN), processing (CBMS

STATSIM), poverty mapping (QGIS) and data

management tools.

Data is transmitted and managed and accessed through

the CBMS Portal.

Latest innovations are online processing for core

indicators of poverty and SDGs and generation of

infographics.

Page 17: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

CBMS APP Data collection with encoding and

GPS reading: CBMS Scan and

Portal

Data Processing: CBMS

StatSimPro and online

processing

Poverty Mapping: Quantum GIS

(QGIS)

CBMS

Scan and

Portal

QGIS

CBMS

StatSimPro

These 3 software are provided to LGU partners implementing CBMS for FREE

Page 18: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

CBMS APP As of June 2016, the CBMS PORTAL has

Data for 12 countries

Data for more than 3M households

14,209 registered devices

15,273 registered users

320 local government units

CBMS

Scan and

Portal

QGIS

CBMS

StatSimPro

These 3 softwares are provided to LGU partners implementing CBMS for FREE

Page 19: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

CBMS APP: Data Collection Using CBMS SCAN

CBMS SCAN

uses Android

mobile devices

in collecting

household

census data

Page 20: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

CBMS APP: Managing the Data in the CBMS PORTAL

Data is transmitted and managed and accessed

through the CBMS PORTAL.

Page 21: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

CBMS APP: Data Processing Using CBMS StatSim Pro

The CBMS StatSimPro

was built to output

automatically-generated

reports for the 13+1

core indicators and

basic tabulation, listing

and querying of the

CBMS database

Page 22: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

CBMS APP: Data Processing Using CBMS StatSim Pro

Aside from

automatically-

generated

tables, lists

through simple

querying is

produced using

the CBMS

StatSim Pro

Confidential info

List of malnourished children in an LGU with age and sex

Page 23: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

CBMS APP: Poverty Mapping Using QGIS

Adoption of

QGIS, a user-

friendly open

source GIS

software which

runs on Linux,

Unix, Mac OSX

and Windows.

Page 24: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

CBMS APP: INFOGRAPHICS

The CBMS

Infographics are

visual images used to

show the core indicators

derived from the CBMS

data. These includes

health, housing, water

and sanitation, school

and employment, and

income indicators.

Page 25: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

CBMS APP: INTERACTIVE INFOGRAPHICS

A more interactive version

is in the works, where data

will be presented in

infographics. This would

be accessible from:

cbms.dlsu.edu.ph/infograph/

Page 26: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

USES OF CBMS

Poverty mapping

Local level planning and budgeting

Identification of beneficiaries for targeted interventions

Disaster risk reduction and management

Impact monitoring

Monitoring the SDGs

Others - climate change vulnerability

Page 27: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

USING CBMS FOR POVERTY MAPPING

Page 28: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

PROPORTION OF HOUSEHOLDS WHO HAVE EXPERIENCED FOOD SHORTAGE BY MUNICIPALITY, AGUSAN DEL SUR, 2005

Sibagat

14.2

Talacogon

6.8

Esperanza

24.8

Bunawan

12.3

San Luis

6.6

Trento

7.0 Loreto

17.9

Rosario

9.9

Sta. Josefa

11.1

La Paz

21.4

Veruela

39.8

San Francisco

7.2

Prosperidad

9.3

Bayugan

14.1

Agusan del Sur: 13.9

Page 29: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

PROPORTION OF HOUSEHOLDS WHO HAVE EXPERIENCED FOOD SHORTAGE BY BARANGAY, AGUSAN DEL SUR, 2005

Agusan del Sur: 13.9 Sibagat

14.2

Talacogon

6.8

Esperanza

24.8

Bunawan

12.3

San Luis

6.6

Trento

7.0

Loreto

17.9

Rosario

9.9

Sta. Josefa

11.1

La Paz

21.4

Veruela

39.8

San Francisco

7.2

Prosperidad

9.3

Bayugan

14.1

Page 30: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

PROPORTION OF HOUSEHOLDS WHO HAVE EXPERIENCED FOOD SHORTAGE BY BARANGAY, MUNICIPALITY OF ESPERANZA, AGUSAN DEL SUR, 2005

Agusan del Sur: 13.9 Esperanza: 24.8

Las Nieves, Agusan del Norte

Bayugan

San Luis

Esperanza

Page 31: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

PROPORTION OF HOUSEHOLDS WHO HAVE EXPERIENCED FOOD SHORTAGE BY SUB-VILLAGE AND HOUSEHOLD LOCATION, MUNICIPALITY OF ESPERANZA, AGUSAN DEL SUR, 2005

Agusan del Sur: 13.9 Esperanza: 24.8

Page 32: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

LOCAL LEVEL PLANNING AND BUDGETING

Page 33: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

PROPORTION OF POPULATION WITH SAFELY MANAGED DRINKING WATER SERVICES IN PANABO CITY, BY BARANGAY, 2009 AND 2016

SOURCE: CBMS CENSUS

2009 2016

Page 34: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

IDENTIFICATION OF ELIGIBLE BENEFICIARIES

Page 35: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

CHILD LABOR

Philippine government has committed to withdraw

630,000 children from child labor by 2022

Government agencies will provide a package of

interventions to enable these families to stop the

children from engaging in child labor and keeping them

in school

List of child laborers were generated from CBMS data

in selected cities and municipalities

Page 36: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

DISASTER RISK REDUCTION AND MANAGEMENT

Page 37: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

CBMS for Disaster Risk Reduction and Management

Disaster prevention and mitigation

Disaster preparedness

Response and early recovery

Recovery and rehabilitation

CBMS data can identify households and individuals who are

at risk to disasters and also provide inputs to manage

evacuation-related activities.

*from National Disaster Risk Reduction Framework

Page 38: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

With members aged

0-14 and 65 and

above

Without members

aged 0-14 and 65

and above

Elementary school

Secondary school

Source of Flood Map: Project NOAH. http://noah.dost.gov.ph/#/section/stormsurge/ssadvisory

Source of household location: CBMS Accelerated Poverty Profiling Census, Tubigon, Bohol, 2014-2015

Storm Surge (Advisory 4) with Location of Households covered by the CBMS Census, Tubigon, Bohol, 2014-2015

Page 39: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

IMPACT MONITORING

Page 40: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

IMPACT MONITORING USING CBMS

Before After

Page 41: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

CBMS and the SDGs

32 SDG indicators can be generated using the CBMS data

Goal SDG Indicators that can

be generated using CBMS

1 6

2 1

3 4

4 5

5 1

6 2

7 1

8 3

10 1

11 3

13 1

16 4

17 1

Total 32

Page 42: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

Coverage of CBMS Implementation by Country

as of May 31 , 2017

29 countries have

implemented

CBMS

Page 43: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

CBMS PARTNERS

Implemented CBMS Implemented CBMS under PAGE I

Benin Argentina South Africa

Cambodia Bangladesh Togo

Ghana Bolivia United Republic of Tanzania

Lao People's Democratic Republic Ethiopia Uganda

Nigeria Haiti Burkina Faso

Peru Kenya

Viet Nam Niger

Zambia Pakistan

Indonesia Philippines

Senegal

Sri Lanka

Nepal

Page 44: COMMUNITY-BASED MONITORING SYSTEM (CBMS): AN OVERVIEW€¦ · Expenditures Survey (FIES) Philippine Statistics Authority Every 3 years Family income and living expenditures and related

THANK YOU! CBMS NETWORK OFFICE

10TH FLOOR ANGELO KING INTERNATIONAL CENTER,

ARELLANO COR. ESTRADA AVE., MALATE, MANILA, PHILIPPINES