Title
Supreme Court
Income Classification of Local Government Units
Law
Executive Order No. 249
Decision Date
Jul 25, 1987
Corazon C. Aquino's Executive Order No. 249 establishes a new income classification system for provinces, cities, and municipalities to enhance local governance, determine tax ceilings, and allocate financial assistance based on average annual income over the preceding four years.

Law Summary

Classification of Municipalities

  • Municipalities are divided into six classes based on their average annual income over the last four years:
    • First Class: ₱15 million or more
    • Second Class: ₱10 million to less than ₱15 million
    • Third Class: ₱5 million to less than ₱10 million
    • Fourth Class: ₱3 million to less than ₱5 million
    • Fifth Class: ₱1 million to less than ₱3 million
    • Sixth Class: Less than ₱1 million

Periods of General Reclassification

  • The Secretary of Finance must reclassify all provinces, cities (except Manila and Quezon City) and municipalities every four years based on average income for the four preceding years.
  • First classification under this EO takes effect July 1, 1987.
  • Newly created local governments with less than four years’ existence are classified based on income during the years they have been established.
  • No readjustment within four years after the first classification except in cases of declining revenues, where classification can be readjusted at any time.

Definitions of Terms

  • "Annual income" includes revenues from regular sources such as local General and Infrastructure funds, internal revenue allotments, and specific tax allotments per PDs 144 and 436.
  • Excludes non-recurring receipts like national aids, grants, loans, and sales of fixed assets.
  • "Average annual income" is the mean of annual incomes over the required number of years, certified by the Commission on Audit.

Uses of Income Classification

  • Basis for:
    • Setting maximum local tax ceilings.
    • Determining administrative and statutory aids and financial grants.
    • Establishing salaries, allowances, per diems, and other emoluments for local officials and personnel.
    • Implementing personnel policies (promotions, transfers, etc.) at local government levels.
    • Formulating and executing local budgets.
    • Assessing financial capacity to undertake developmental and priority projects.

Maximum Amount Expendable for Salaries and Wages

  • Annual salaries and wages for local officials and employees shall not exceed:
    • 45% of total annual income (regular sources) for first and second class LGUs.
    • 55% for those lower than second class.
  • Public school and health workers' salaries, and certain other enterprises' salaries are excluded from this computation.
  • Secretary of Finance may recommend appropriations exceeding these limits by up to 25%, but not allowed if the LGU is in overdraft or nearing overdraft.

Special Provisions on Position Classification and Pay Plans

  • LGUs whose classifications change must revise position classifications and pay plans accordingly, following Joint Commission on Local Government Personnel Administration circulars.
  • No diminution of current basic salary rates for officials and employees as of the EO's effectivity.
  • For CY 1988 budgets, appropriations shall reflect new classification salaries but also provide for additional funds to maintain existing salaries where higher.
  • New appointees or promoted personnel shall receive salaries aligned with the new classification rates.
  • The Joint Commission shall issue implementing guidelines within 60 days from the EO’s effectivity.

Maximum Rates of Local Taxes

  • LGUs may maintain or adjust existing local tax rates regardless of changes in income classification.
  • New tax ordinances must be reviewed and approved by the Secretary of Finance within 60 days for reasonableness and financial impact.

Administrative Authority of Secretary of Finance

  • Authorized to review and recommend adjustments to income classification ranges at least every four years to align with economic conditions and LGU financial status.

Implementing Rules and Regulations

  • Secretary of Finance shall issue necessary rules and Department Orders for implementing the new classifications.

Repealing Clause

  • Presidential Decree No. 465 (May 20, 1974) is repealed.
  • All inconsistent laws, orders, issuances, rules, or regulations are repealed or modified accordingly.

Effectivity

  • The Executive Order takes effect immediately upon issuance on July 25, 1987.

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