STEPS

Municipal
Orientatio
n
Social
Investigati
on

1st
Barangay
Assembly
2nd
Barangay
Assembly

2.

KEY ACTIVITIES
TAF DISCLOSURE: The TAF is explained during the
MO, and the steps and other details of processing
TAF needs is discussed
IDENTIFICATION OF POTENTIAL TAF PROVIDERS:
The AC and Technical Facilitator facilitate
identification of potential TAF providers, in
accordance with the MLGU and other stakeholders
(Private Sector Groups).
TAF DISCLOSURE: The TAF is explained during the
BA, and the steps and other details of processing
TAF needs is discussed.
TAF ELIGIBILITY IDENTIFICATION: At the Barangay
level, the TA requirement for a proposed
subproject shall be determined. The Technical
Facilitator (TF) and Community Empowerment
Facilitator (CEF) will discuss the requirements. If
the proposed SP is eligible for TAF, the proposal
will be endorsed to the MIBF for CSW.
MIBF for CSW: Identified TA requirements for
Barangays will be deliberated and allocated.

3.

OPENING OF BANK ACCOUNT: The elected lead

barangay will secure a Barangay Council
Resolution authorizing the PPT Head or the BSPMC
Chairperson in case one has already been
elected, Brgy Treasurer and AC to open a
checking account with the nearest Land Bank of
the Philippines branch. The account name must
be DSWD-KC-NCDDP/(Name of Barangay)

4.

SERVICE PROVIDERS CONFERENCE: The lead

barangays with the assistance of ACTs/MCTs will
invite the potential Service Providers for a TAF
conference at the municipal level. The overview

DOCUMENTARY REQUIREMENTS

RESPONSIBLE

a. Survey of Technical Service

Providers (TSP)

a. TAF Guidelines

a. TAF Eligibility Checklist

b. Terms of Reference (ToR)

a. TF
b. CEF
c. PPT

a. MIBF resolution containing

the list of barangays with
eligible SPs for TAF and
lead Barangay.
a. Barangay council resolution
authorizing the PPT Head or
BSPMC Chairperson, Brgy
Treasurer and AC to open a
Bank Account for the TAF
b. Bank
certification/statement
indicating the community
bank account number.
a. Minutes of the Conference

b. ACT
c. PPT
d. BRT
a. AC
b. PPT Head or
BSPMC
Chairperson
c. Brgy
Treasurer

a. TF
b. PPT

5.

of KC-NCDDP will be discussed for their

understanding and appreciation; Terms of
Reference (ToR) will be presented for the
deliverables including contract management,
payment
and
other
conditions
of
the
engagement.
SELECTION OF SERVICE PROVIDERS: Following the
procedures in the Community Based Procurement
Manual (CBPM) for Consultant/Service Provider
Selection for TAF.

6.

REQUEST FOR FUND RELEASE (RFR) FOR TAF:

Gather all required documents to support
requests for TAF and submit to the ACT.

7.

PAYMENT

a. Request for Quotation

for TAF
b. Evaluation of Service
Providers
c. Contract with Service
Providers
a. Duly filled-up and signed
RFR Slip for TAF.
b. MIBF resolution to avail
TAF for the prioritized
SPs and designated Lead
Barangays.
c. Bank
certification/statement
indicating
the
community
bank
account number.
d. List
of
Barangays
availing the TAF with the
SP type and names of
corresponding
service
provider.
e. Accomplished
TAF
eligibility checklist for
each Barangay availing
of TAF.
f. Notarized Contract with
Service Provider.
a. Supporting documents will
follow the requirements set

a. TF
b. PPT
c. BAC

a. PPT
b. ACT

a. Brgy
Treasurer

8.

RECORDING
AND
FILING:
The
complete
documentation should be recorded in the TAF
journal; Procurement and financial documents
should be filed for review and audit

in Section 2.6.A of the

Community Based Finance
Manual (CBPM).
a. Complete procurement
and finance documents

b. TF
c. Service
Provider
a. Commun
ity
Bookeep
er
b. ACT