TA 4293: PHILIPPINES CAPACITY BUILDING FOR HOUSING MICROFINANCE FINAL REPORT b. Electricity; c. Sanitation, sewerage and solid waste management services and/or facilities; d. Access to primary roads and means of transportation; e. Footpaths, drainage and road networks; f. Community facilities such as open spaces, community/health/livelihood/daycare centers; and g. Schools. The provision of these basic services and facilities shall be planned and given priority for implementation by the City Government and other concerned agencies in cooperation with the private sector and the community beneficiaries. The City Government shall ensure that these basic services are provided at the most cost-efficient rates. SECTION 24. LIVELIHOOD COMPONENT – To the extent feasible, socialized housing and resettlement projects shall be located near areas where employment opportunities are accessible. The City Government shall also provide assistance in helping the community beneficiaries gain access to affordable shelter finance, microenterprise or skills training, and microfinance facilities. ARTICLE IX - RELATED STRATEGIES SECTION 25. COMMUNITY PARTICIPATION – The Board shall adopt a community-driven approach to planning and development, and shall afford the program beneficiaries or their duly designated representatives an opportunity to be heard and to participate in the decision-making process over matters involving the protection and promotion of their collective interests and welfare which shall include appropriate documentation and feedback mechanisms. They shall also be encouraged to organize themselves and undertake self-help cooperative housing and other livelihood activities. The communities shall assist the City in preventing the incursion of lawless elements, professional squatters and members of squatting syndicates into their areas. SECTION 26. PRIVATE SECTOR PARTICIPATION – The participation of the private sector is a key element to the success of the urban development and housing program of the City. Opportunities for adequate consultation with private sector groups shall be provided by the City Government in line with the implementation of this ordinance. SECTION 27. OTHER STRATEGIES – Other strategies, lessons learned and best practices in the provision of pro-poor housing and urban renewal and development as provided in Republic Act No. 7279 and other useful references, such as the promotion of indigenous housing materials and technologies, the design of viable urban transport systems, the conservation and protection of vital, unique and sensitive ecosystems, scenic landscapes, cultural sites and other similar resource areas, and the promotion of economic growth and socio-economic development in the City’s adjoining municipalities shall be adopted and incorporated in the City’s urban development and housing programs. ARTICLE X – INCENTIVES SECTION 28. INCENTIVES FOR PRIVATE SECTOR PARTICIPATION – In addition to existing incentives granted by Republic Act No. 7279 and other applicable laws to private sector proponents engaged in socialized housing, property owners and/or developers who participate in the urban renewal and housing programs of the City Government shall be entitled to receive the following: [INSERT LOCAL GOVERNMENT INCENTIVES SUCH AS a. Five percent (5%) reduction in the real property tax due on their developed commercial lands for a period of ten (10) years; b. Ten percent (10%) reduction in the real property tax due on their developed residential lands for a period of ten (10) years; and a. Twenty percent (20%) reduction in the real property tax due on their agricultural lands for a period of ten (10) years.] ARTICLE XI – APPROPRIATION AND FUNDING VOLUME 1: MAIN REPORT APPENDIX 21 December 2009 PAGE 8 TA 4293: PHILIPPINES CAPACITY BUILDING FOR HOUSING MICROFINANCE FINAL REPORT SECTION 29. URBAN DEVELOPMENT AND SOCIAL HOUSING TRUST FUND – There is hereby created a special account and trust fund to be called the “Urban Development and Social Housing Trust Fund,” the available funds of which shall be exclusively used by the Board to finance urban development or renewal and housing programs implemented by the City Government pursuant to this ordinance. The trust fund shall be funded through: a. The proceeds generated from the collection of the additional one-half percent (0.5%) tax on the assessed value of all lands in the City in excess of fifty thousand pesos (Php50,000); b. All funds/monies generated and collected from various sources intended for housing and other related development programs; c. All payments, remittances, accrued interests, penalties and other sums received or collected from the communities and beneficiaries who were given housing or financial assistance extended by the City Government; and d. Payments of accredited CHA and CMP private originators, CMP Origination fees, share in payment of development permits, locational clearances and land use conversion fees and other fees for housing related activities carried out pursuant to this ordinance. SECTION 30. APPROPRIATION – There is hereby appropriated for the implementation of the initial housing programs under this ordinance the amount equivalent to [state appropriated amount]. This appropriation shall be continuous from year to year without need of further express legislation, unless and until expressly increased, reduced or discontinued by ordinance. The Sangguniang Panlungsod may however further appropriate, and the City Mayor may likewise further use his or her Economic Development Fund, for additional funds necessary for the implementation of this ordinance. Any unexpended portion of the annual appropriation shall accrue to the Urban Development and Social Housing Trust Fund. SECTION 31. OTHER SOURCES OF FUNDS – Funds for these programs and the implementation of this ordinance shall also come from the following sources: a. Proceeds of sales of City-owned properties acquired for on-site and off-site developments; b. Loans, grants, bequests and donations, whether local or foreign; a. Flotation of bonds, subject to guidelines set by the Monetary Board; b. Proceeds from the idle land tax; and, c. Twenty percent (20%) of the proceeds of sales of other City Government real properties. ARTICLE XII -SEPARABILITY AND REPEALING CLAUSES SECTION 32. SEPARABILITY CLAUSE – Should any provision hereof be declared invalid, the other provisions not so declared shall remain in full force and effect. SECTION 33. REPEALING CLAUSE – All ordinances, resolutions and executive issuances inconsistent with this ordinance are hereby repealed, amended, or modified accordingly. SECTION 34. EFFECTIVITY –This ordinance shall take effect upon its approval. VOLUME 1: MAIN REPORT APPENDIX 21 December 2009 PAGE 9 Appendix 22 Preparing a Shelter Plan TA 4293: PHILIPPINES CAPACITY BUILDING FOR HOUSING MICROFINANCE FINAL REPORT Appendix 22 Preparing a Shelter Plan VOLUME 1: MAIN REPORT APPENDIX 22 December 2009 PAGE 1 TA 4293: PHILIPPINES CAPACITY BUILDING FOR HOUSING MICROFINANCE FINAL REPORT PROPOSED LOCAL SHELTER PLAN TEMPLATE I. OVERVIEW OF AND CONTEXT FOR SHELTER PLANNING/PLAN Introduction The Shelter Planning template and overall design must be able to address the housing needs of both the informal and the formal sectors, particularly renters, government employees and those availing of either socialized or economic housing. Urban development program requires consideration of mixed used development to allow subsidized social housing projects. 1.1 Rationale (this will explain the need for the Shelter Plan) State the objectives of the Shelter Plan 1.1.1 Primary Objective/s 1.1.2 Secondary Objective/s 1.2 Target Population Define the target population to be served by the project 1.3 Shelter Planning Process Describe key stakeholders (i.e. LGUs, NGOs, MFIs, CBOs, MSGs, Business Sector) relevant to the project, including roles and responsibilities 1.3.1 Key Players, Roles, Responsibilities 1.3.2 The Process – describe the process from data gathering and analysis, strategic planning proper, validation, implementation, and institutionalization/adjustments. 1.4 Structure and Time Frame of the Shelter Plan Define the general time frame for the realization of the Shelter Plan Structure – describe a multi-stakeholder Technical Working group as the core group that will be formed to craft the Sangguniang Panlungsod (SP). The TWG is composed of LGU departments, urban poor groups, NGAs (HLURB, HUDCC, NHA), NGOs, business sector representatives, and other relevant organizations. Usually, the Mayor issues an order authorizing the LGU department heads to participate and this ensures permanent representation. II. GENERAL OVERVIEW OF CITY/MUNICIPALITY, APPRECIATION OF LOCAL ENVIRONMENT AND URBAN DEVELOPMENT TREND IN GENERAL 2.1 City/Municipality Overview This section provides a general situationer of the local government unit (LGU) in terms of its socio-economic, biophysical, institutional and other important characteristics pertinent to shelter. 2.2 Geographic Location and Features 2.2.1 Location VOLUME 1: MAIN REPORT APPENDIX 22 December 2009 PAGE 2 TA 4293: PHILIPPINES CAPACITY BUILDING FOR HOUSING MICROFINANCE FINAL REPORT 2.2.2 Climate 2.2.3 Topography and Soils 2.2.4 Vulnerability to Geohazards 2.3 Urban Development Trends 2.3.1 Population Size and Structure Total population, population growth, household size, household/dwelling unit, population density, others. Migration – in and out migration 2.3.2 Land Use Existing and proposed (agricultural, industrial/ commercial,