CONTEXTUALIZED SCHOOL BASED

MANAGEMENT [SBM]-ASSESSMENT
PROCESS AND TOOL [APAT]
RESOURCE MANAGEMENT
 General Description
Resources are collectively and judiciously
mobilized and managed with transparency,
effectiveness and efficiency.
 INDICATOR #1 Stakeholders are aware that a regular resource inventory is
available and is used as the basis for resource allocation and
mobilization.
Regular resource
inventory is
collaboratively
undertaken by learning
managers, learning
facilitators, and Evidences:
community stakeholders
as basis for resource 1. Meeting of school financial team (SH,DO,
allocation and Bookkeeper, School BAC, Inspectorate team, school
mobilization. planning officer, stakeholders )
• Notice of meeting
• Attendance
• Minutes of meetings
RATING • Documentation

1 2. Physical Inventory – Educational Facilities

(classrooms, buildings, toilets, ancillary facilities,
furniture,) Site Development plan,
 INDICATOR #1 Stakeholders are aware that a regular resource inventory is
available and is used as the basis for resource allocation
and mobilization.
Regular resource
inventory is
collaboratively
undertaken by learning
managers, learning Evidences:
facilitators, and 3. Human Resources –PSIPOP, Plantilla Item for Teaching/Non-
community stakeholders teaching personnel, SF 4, Updated Form 7, Student record/e-
as basis for resource BEIS/TNA
allocation and
mobilization. 4. Financial Resources – MOOE, SOB, APP, WFP,
Liquidation reports, Utilization of other financial
resources/grants/assistance/donations based on
SIP/AIP/SRC, Deed of Donation
RATING 5. Material Resources/Equipment – Inventory of books,

1 TGs, LGs, CGs, IMs,

• (laboratory, sports, agri. Tech-voc, etc.)
• Transparency Board, Information Board
• Secretariat
 INDICATOR #1 Resource inventory is characterized by regularity, increased
participation of stakeholders, and communicated to the
Regular resource community as the basis for resource allocation and mobilization.
inventory is
collaboratively
undertaken by learning
managers, learning Evidences:
facilitators, and 6. Regular meeting for inventory of school resources with school financial
community stakeholders team (SH,DO, Bookkeeper, School BAC, Inspectorate team, school
as basis for resource planning officer, stakeholders )
allocation and • Notice of meeting
mobilization.
• Attendance
• Minutes of meetings
• documentation
RATING 7. Updated Physical Inventory, Human Resources, Financial Resources,

2 Material Resources / Equipment

8. Developed manual on resource inventory (if available) Communicated
thru parents assembly, SRC, school paper, and transparency board.
9. Created school Facebook Page/account
 INDICATOR #1 Resource inventories are systematically developed and
stakeholders are engaged in collaborative process to make
decisions on resource allocation and mobilization.
Regular resource
inventory is
collaboratively
undertaken by learning Evidences:
managers, learning
facilitators, and 10. With online or data based inventory of school resources readily
community stakeholders available to stakeholders or updated hard copies of the
as basis for resource aforementioned documents. (SH,DO, BK, School BAC, Inspectorate
allocation and team, school planning officer and stakeholders )
mobilization. 11. Updated Physical Inventory, Human Resources, Financial Resources,
Material Resources / Equipment
12. Report on the utilization of manual on resource inventory (if
available)
RATING
13. Accomplishment/completion reports of programs and projects

3 indicated in the SIP/AIP relating to school resource allocation.

14.Communicated thru parents assembly, SRC, school paper, and
transparency board on mobilization and utilization of resources.
15. Published inventory in school Facebook Page/account
 INDICATOR #2 Stakeholders are invited to participate in the development
of an educational plan in resource programming, and in
the implementation of educational plan.
A regular dialogue for
planning and resource
programming , that is
accessible and inclusive
, continuously engage
Evidences:
stakeholders and
support implementation 1. Meeting with stakeholders on planning and resource
of community education programming.
plans • Notice of meeting
• Attendance
• Minutes of Meeting
• Documentation
2. School Improvement Plan with support of stakeholders
RATING and Annual Implementation Plan with documentation on:
• meeting w/ stakeholders on planning and resource

1 programming
• Project Work Plan and Budget Matrix
 INDICATOR #2 Stakeholders are regularly engaged in the planning and
resource programming, and in the implementation of the
Educational plan.
A regular dialogue for
planning and resource
programming , that is Evidences:
accessible and inclusive 1. Regular meeting with stakeholders on planning
, continuously engage and resource programming.
stakeholders and • Notice of meeting
support implementation • Attendance
of community education • Minutes of Meeting
plans • Documentation

2. School Improvement Plan (SIP) with evidence of

RATING adjustments in the AIP with documentation on
• Regular meeting w/ stakeholders on planning and resource

2
programming
• Project Work Plan and Budget Matrix with Accomplishment Report
• Calendar of Activities of PAPs with Gantt Chart
• Monitoring & Evaluation Tool for PAPs
 INDICATOR #2 Stakeholders collaborate to ensure timely and need-based
planning and resource programming and support
continuous implementation of educational plan.
A regular dialogue for
planning and resource
programming , that is Evidences:
accessible and inclusive 1. Collaboratively implemented the resource program
, continuously engage plan.
stakeholders and • MOA/MOU
support implementation • Certificate of Acceptance
• Deed of Donation
of community education • Documentation
plans • TOR
• Resolutions for Fund Allocation from LGU or barangay
2. Adjusted School Improvement Plan (SIP) and AIP
RATING documented with:
• Regular meeting w/ stakeholders on planning and resource

3 programming
• Quarterly AIP M&E Results used as basis for adjustment
• Accomplishment Reports of PAPs
 INDICATOR #3 Stakeholders support judicious, appropriate and
effective use of resources.
In place is a community
developed resource
management system
that drives appropriate Evidences:
behaviours of the 1. Meeting with stakeholders allocating funds for
stakeholders to ensure school activities supported with resolutions,
judicious, appropriate
and effective use of
proposals and voucher with documentation
resources. 2. APP/WFP duly approved by SDS
3. Donations, Brigada Eskwela Financial Report/SBFP
RATING (BE Forms)
4. Monthly Financial Liquidation Report
1 5. Approval of ASB,AIP,WFP
 INDICATOR #3 Stakeholders are engaged and share expertise in the
collaborative development of resource management system
In place is a community
developed resource
management system
that drives appropriate Evidences:
behaviours of the
stakeholders to ensure
judicious, appropriate
and effective use of 6. Records of stakeholders sharing of expertise
resources.
7. Project proposals, Resolutions, Letter Request
8. Documents/Pictures showing stakeholders
RATING participation in school activities
9. Records/Report of stakeholders
2 contribution/pledges (in cash or in kind)
 INDICATOR #3 Stakeholders sustained the implementation and improvement of
a collaboratively developed, periodically adjusted and
constituent-focused resource management system
In place is a community
developed resource
management system
that drives appropriate Evidences:
behaviours of the
stakeholders to ensure 10. Periodic review of the developed RMS
judicious, appropriate 11. Liquidation reports
and effective use of 12. Inventory reports
resources. 13. Book of financial records
14. Inventory of records
15. MOU/MOA
RATING 16. Awards and Recognition System both internal and extern
17. Data-based inventory of generated school resources
3
 INDICATOR #4 Stakeholders are invited to participate in the development and
implementation of monitoring, evaluation and reporting process
Regular monitoring, on resource management.
evaluation, and
reporting processes of
resource management
are collaboratively
developed and Evidences:
implemented by the 1. Letter of invitation received by stakeholders for
learning facilitators and
community monitoring and evaluation on resource management
stakeholders. contained in the SIP/AIP/MOOE/APP/SOB.
• Notice of meeting
• Attendance
RATING • Minutes of meeting

1 • Documentation
2. School Report Card
3. Crafted/adapted M&E templates for PPAs
 INDICATOR #4 Stakeholders collaboratively participate in the development
and implementation of monitoring, evaluation and reporting
processes on resource management.
Regular monitoring,
evaluation, and
reporting processes of Evidences:
resource management
are collaboratively 4. Participated in the development and implementation of
developed and M&E processes on resource management as indicated in the
implemented by the SIP/AIP/MOOE/APP/SOB.
learning facilitators and • Notice of meeting
community
stakeholders. • Attendance
• Minutes of meeting
• Documentation
RATING
5. School Report Card reported during stakeholder’s assembly

2 6. M&E report using the crafted tool

7. Monitoring Report of program and projects implemented
using the templates
 INDICATOR #4 Stakeholders are engaged, held accountable and implement a
collaboratively developed system of monitoring, evaluation
and reporting for resource management.
Regular monitoring,
evaluation, and
reporting processes of
resource management
are collaboratively
Evidences:
developed and
implemented by the 8. Active involvement of stakeholders in SMEA
learning facilitators and
community 9. Progress Monitoring/Evaluation report on Resource
stakeholders. Management
10. Pictures/documentations
RATING 11. Enhanced School Report Card and distributed to
stakeholders

3 12. Analysis of M&E Reports

 INDICATOR #5 An engagement procedure to identify and utilize partnerships
with stakeholders for improving resource management is evident.

There is a system that

manage the network
and linkages which
strengthen and sustain
partnerships for
Evidences:
improving resource 1. There is a School Focal Person/team for
management. Partnership Engagement
2. School list of prospective partners/donor.
3. Conduct stakeholders’ summit w/ documentation
RATING

1
For IUS
Uses manual operations in recording & reporting of
financial reports
 INDICATOR #5 Stakeholders support a system partnership for improving
resource management.
There is a system that
manage the network
and linkages which
Evidences:
4. There is a School Focal Person/team for Partnership Engagement with
strengthen and sustain approved designation and TOR with an Annual Strategic Partnership and
partnerships for Linkages Plan with a step to step guide on how to engage partners/Flow
improving resource Chart
management. 5. Pledge of support
6. Involvement of stakeholders in all school programs and activities
• Adopt-a-school program report
• Review/enhancement of SIP/AIP
RATING • Voluntary donation from stakeholders

2
For IU’s:
Use of Enhanced Financial Reporting System
Use of Budget Monitoring System
Recording & posting to Unified Reporting System
Electronically uploaded PSIPOP
 INDICATOR #5 An established system of partnership is managed and
sustained by the stakeholders for continuous improvement
of resource management.
There is a system that
manage the network
and linkages which Evidences:
strengthen and sustain 7. Stakeholders’ engagement portfolio
partnerships for 8. Partnership database
improving resource 9. and objectives relevant to school resources
management. 10. Database of PPAs managed by stakeholders (e.g. SBFP)

For IU’s:
RATING • Up to date use of EFRS, IMS, FARS posted to URS at the end of every
quarter

3 • Up to date uploading of PSIPOP

• Internal and external assessment of school terms of resources using
the building partnership tool.
• Partnership database