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ICMA Resource Cities City of Samarinda International Resource Cities Diagnostic March 21 - 22, 2001 14r0 ICMA wr RESOURCE CITIES Submitted by: Deborah Kimble, Senior Municipal Governance Advisor Tristanti Mitayani, Partnership Manager USAID Cooperative Agreement CITY OF SAMARINDA International Resource Cities Diagnostic Submitted by: Deborah Kimble, Senior Municipal Governance Advisor Tristanti Mitayani, Partnership Manager Summary Samarinda is the capital of East Kalimantan Province and has a population of approximately 500,000 people. Geographically divided by the Mahakam River, , Samarinda may face difficulties in delivering services to its citizens. These difficulties arise from the reliance on the bridge, which connects the two sides of the city. More than 50% of the population of Samarinda earns their living from the service sector, — while 30% work in industry and another 10% work as farmers. Like many cities in ,� Indonesia, Samarinda must deal with the problems associated with transferring employees from the provincial and national levels, to lower levels of government. The annual budget for development in Samarinda comes from two sources. The first source is regional revenue, which accounts for about 10% of the total budget. The remaining 90% comes from shared finances provided by the national government. Development decisions are made by the Secretary of the City, who heads the senior management team, which builds the annual work plan for the city. Samarinda officials identified two primary issues that should be considered through the partnership: 1. Securing the revenues from the central government promised under Law No.25/1999 on Regional Autonomy and subsequent PP 104-108 (Government Regulation). Staff explained that in order to secure funds from the Ministry of Finance, they were required to travel to Jakarta to meet with finance officials. These meetings were scheduled at the Ministry's convenience and cost valuable time and money. Compounding the hardship of travel was the lack of trust in the reporting mechanisms for determining the funds to which cities were entitled. While city officials are guaranteed natural resource revenues, per the revenue sharing formula, they question the revenue that industries report. Such industry reports are the basis for the formula used to allocate national resource revenues and finance a large percentage of the overall budget in Samarinda. Collecting the actual funds, therefore, proves to be extremely problematic. 2. Defining the actual authority of central government versus the local government as it relates to management and development of forest and mining sectors. Staff raised concerns about decisions that were or could be made by the central government, regarding sale or use of natural forests, by outside investors. All officials felt that local approval was needed to ensure that the central government/investors were in compliance with local plans. Furthermore, they felt that new central government laws, being drafted for forestry and mining, should include comments by and participation of the LGU staff. City of Samarinda 1 THE RESOURCE CITIES PROJECT On February 27, 2001 Kota Samarinda (city of Samarinda) signed a Memorandum of Understanding indicating their interest in participating in the Building Institutions for Good Governance (BIGG) Program of ICMA-USAID in Indonesia. Specifically, they agreed to participate in the International Resource Cities Program (IRCP) component of BIGG. Given this commitment, a municipal diagnostic was required to determine: • The conditions of the city, as well as conditions that will influence the effectiveness of the exchange. • A profile of the city that can be used to select the most appropriate US city partner of the program. • The appropriate type of technical assistance or resources that should be exchanged in the partnership. • A framework for the partner's technical exchange work plan. On March 21 and 22, 2001 Deborah Kimble, ICMA Municipal Governance Advisor and Tristanti Mitayani, ICMA Partnership Manager for the IRCP of BIGG, met with members of the executive and administrative staff of Samarinda. This report provides an overview of the meetings and findings of the diagnostic trip, as well as an analysis of the findings as they relate to meeting the current main objectives of Samarinda. These objectives include developing and implementing a financial policy that can be used as the performance measurement for all revenue sources and can flag delinquent revenue payments. The diagnostic report also offers a list of potential technical approaches that partners may want to pursue. The report is divided into four sections: • Section 1: Background on the process; • Section 2: Summary of the meetings conducted; • Section 3: Descriptions of the context that guided the analysis of the findings; and • Section 4: Recommendations on the scope of technical exchange for the partnership. 1. Background on the Diagnostic Process The diagnostic in Samarinda is part of a province-wide process of tying four local government units— Kabupaten Pasir, Kota Balikpapan, Kota Samarinda and Kabupaten Kutai—through the budget and financial training program. As a result, many issues that deal with financial practices in the city, were investigated earlier by ICMA Senior Budget and Finance Advisor Philip Rosenberg and ICMA Budget and Finance Specialist, Charles Poluan Jr. Meetings in Samarinda were limited to one and half days due to the schedules of the local officials. However, the cooperation of staff during the meetings proved to be sufficient enough to meet the objectives of the diagnostic. On Wednesday, March 21, 2001 Deborah Kimble and Tristanti Mitayani met with Walikota Samarinda (the Mayor of Samarinda) Drs. H. Ahmad Admins, Sekretaris Kota (Secretary to the city), Ketua BAPPEDA (Chairman of Regional Planning Agency) H. Mochdar Hasan, and Kepala Bagian Keuangan (Finance Director) H.M. Saili. The issues that were laid out during this meeting focused on the relationship between the central government and the city. Two issues in particular were raised as concerns: City of Samarinda 3 • Securing the revenues from the central government promised under Law No.25/1999 on Regional Autonomy and subsequent PP 104-108 (Government Regulation). Several issues were identified. Staff explained the importance of having to go to Jakarta and meet with Ministry of Finance officials (at the ministry official's convenience), in order to secure funds. This is something that takes time and money. Furthermore, city officials indicated that, while they were guaranteed natural resource revenues per the sharing of revenue formula, they did not feel they could trust the reported revenue from the industries; the base on which the formula was applied. A large percentage of the overall budget for Samarinda is financed by the shared revenues; problems in collecting the actual funds (for either of the reasons stated)will prove extremely problematic. • Defining the actual authority of central government versus the local government as it relates to management and development of forest and mining sectors. Staff raised concerns about decision that were or could be made by the central government regarding sale or use of natural forest by outside investors. All officials felt that local approval was needed in order to ensure that they were in compliance with local plans. Furthermore, they felt that new central government laws drafted for forestry and mining should include comments by and participation of the LGU staff. Finally, when asked what the biggest challenge was for the city to achieve a random list of development activities' for Samarinda, they stated that lack of funds (real/actual funds not only as promised) and human resources (both staff and citizen)were inhibitors. They characterized the human resource problem as "no action/talk only." Individual meetings, as summarized next, provided more insight into these two concerns. 2. Summary of the Meetings Three individual meetings were convened. Staff that was interviewed included: the Secretary to the city-H. Mardiansyah, Chairman of Planning Agency-H. Mochdar Hasan, and Director of Finance-H.M. Saili. Interview Findings Secretary to the city: H. Mardiansvah As Secretary to the City, Mardiansyah provided information related to the general conditions of Samarinda's human resources and identified challenges that needed to be addressed to develop better skills. He strongly believes in skill development, for both staff and citizens. The Secretary understands that, given the natural resource base of Samarinda and the subsequent international investor interest, there is opportunity for both gain by and abuse of the citizens. In particular, Mardiansyah felt that citizens and staff needed to have a better understanding of how international firms conducted business so that local entrepreneurs might be able to secure contracts for projects. Examples of the types of training he felt people needed (staff and citizens) include: English language training, international business management, and contract 'List of activities included traffic,market,housing,cleaning of river,harbor,airport,bridges and general infrastructure City of Samarinda 4 negotiations. If entrepreneurs had training in these areas, he felt the city could act as an intermediary, bringing entrepreneurs and investors together. Finance Department: H.M. Saili The meeting with Sail and his staff was extremely detailed. Saili elaborated on the relationship between how things used to be done and the changes that needed to be implemented for the new autonomy to be successful. In particular, he emphasized the need for the local government to follow the "reinventing government model" and to 'p ensure that the "real" needs of the citizens were addressed. He felt that currently, "the l city had adopted the spirit [but not the intent] of open and transparent government." The Director of Finance indicated that in the past, performance was measured by the portion of the budget financed by local revenues only. The measurement that was used was simply the collection of revenues. He indicated that now performance budgeting had to link expenditures with outcomes, to show how specific revenues sources are linked to specific development expenditures. This new measurement improved the lives of citizens and helped to show the community how the local government was responding to their needs. Some of the challenges in accomplishing this were provided by his staff. They include: understanding and adopting double-entry accounting system standards, using the performance based budgeting as a decision-making tool and merging the routine and development budgets so that a comprehensive financial assessment could be made. Practical solutions offered by the Finance Department included: • Upgrading the computer systems • Training for staff on how to implement responsibilities under new autonomy • Producing good and appropriate financial reports. The final area of discussion focused on the overall organizational structure, as it related to implementing transparent financial management. Basically, the finance department described two organizational structures: one that facilitated administrative actions and one that facilitated financial decision-making actions. Assuming that the latter is confirmed by the Mayor, it provides a workable structure for the promotion of new financial management. 3. Analysis of the Findings For purposes of analysis, ICMA/USAID developed a four-point structure to determine the most useful technical inform—alibi for each of the local government units in Indonesia, as they implement Laws 22 and 25.E The four points are: �:1�_Oganizat+errai Capacity The personalities of the senior executive staff in Samarinda provide an important resource for the successful implementation of Laws 22 and 25. In particular, the Secretary to the Mayor is versed in western business and financial practices, at least as they relate to making investment decisions. As a result he has begun to develop the skills of the administrative staff to ensure that they are able to "hold their own" during negotiations with foreign firms. While not official, Samarinda is, in practice, organized similarly to a council manager structure of government. This was noted by the Finance Director who, along with his staff, brings considerable talent and knowledge to the organization, which will enhance the Kota's ability to implement Law 25. In practice, the secretary to the mayor is City of Samarinda 5 functioning much as a city manager would in the budget process. The Director of Finance, the Planning Agency and the Secretary make up the budget committee, reviewing departmental requests and taking responsibility for integrating the routine and development budgets. This practice is one of the first noted, vis-a-vis the completion of the seven diagnostics, which brings the status of the finance director on par with that of the Planning Agency. As with all autonomous regions in Indonesia, reorganizing the local government is aiq ongoing and iterative process. Samarinda seems to be taking steps forward informally,' but did not address why such steps had not been taken formally. However, given the number of expected new presidential and ministerial degrees yet to be passed, informs reorganization may be the most efficient way to move forward for the time being. 3.2 Transparent Budget and Financial Systems The richness of East Kalimantan's natural resource base makes securing the special revenue funds from the central government a priority. Like Kutai Kabupaten, Samarinda officials felt that it will be critical to: • Lobby Jakarta for timely and accurate transfer of funds; • Develop a mechanism that provides an accurate estimate of the income generated from the natural resources so that the transfers from the GOI are complete. Contrary to other local governments interviewed, Samarinda financial officers addressed the expenditure side of the budgetary and financial systems. Due to lack of experience and limited computer capacity, however, the progress made in reforming budget and finance practices is conceptual. Moving from concept to reality should be part of the partnership work plan. 3.3 Effective Citizen Participation Samarinda officials describe their programs as citizen oriented, with citizen based \ budgeting and an investment strategy that provides citizens opportunities to secure contracts. There is, however, no evidence that citizens have been involved in these processes or that a strategic development plan (one which addresses the needs of citizens in a logical and orderly fashion) is in place. The latter is illustrated by the list of capital projects that the Mayor mentioned (see footnote 1). 3.4 Efficient Delivery of Urban and Environmental Services Little discussion ensued regarding the delivery of actual services. The city officials are primarily focused on securing revenues. Samarinda's potential wealth, as defined by the projected revenues to be derived from natural resources, can become a disincentive for developing efficient management practice for the delivery of services. When cities have excessive or at least sufficient revenues, political will to instill financial discipline is often times not exercised. Building a transparent financial and budgetary system will provide a mechanism by which to determine how, or if, the Kota (both legislative branch and the executive branch)are making good financial decisions. 4. Recommendations for the Partnership Exchange Samarinda would benefit from developing the staffs ability to negotiate agreements with other levels of government and other institutions. Inherent in this skill set is the ability to analyze information and make realistic projections. This internal skill set should be gained from the budget and finance training that will be given to the staff. In terms of City of Samarinda 6 • how this can be applied to the partnership, it is recommended that one or more of the following types of agreements should be pursued: • A plan for rental or other compensation for public use of city land by province and central government (don't quite understand this sentence...does she mean a tax program in lieu of something else, or simply a tax program-the sentence isn't grammatically correct.) • Intergovernmental agreements on development standards of central government owned land. • Partnership with local institutions for small business economic development training and/or certificate. It is recommended that the partner cities (both US and Indonesian), should work collaboratively to develop an effective lobbying program. This recommendation is based on the need to define the actual authority of the local government (as it relates to the management of natural resources), as well as the need to be able to secure actual revenues, from the central government, that are common among several of the local governments in East Kalimantan. This can and should be done in cooperation with the associations. In the early stages of development, East Kalimantan might become one of the associations' pilot advocacy activities, which can be replicated in other provinces as the associations capacity to advocate on behalf of their members improves. City of Samarinda 7