revenue_memorandum_order RMO No. 03-2015RMO No. 03-2015 2015-02-02

RMO No. 03-2015 — Prescribes the CY 2014 Operational Key Performance Indicators and Accomplishment Reporting for the Large Taxpayers Service Digest | Full Text| Annex A | Annex B1 | Annex B2 | Annex C

REPUBLIC OF THE PHILIPPINES DEPARTMENT OF FINANCE BUREAU OF INTERNAL REVENUE Quezon City 11 November 2014 REVENUE MEMORANDUM ORDER NO. 3-2015 TO : Assistant Commissioner, Head Revenue Executive Assistants (HREAs), LT National Office Division Chiefs, LT Division Chiefs � Makati & Cebu and Others Concerned SUBJECT : Prescribes the CY 2014 Operational Key Performance Indicators and Accomplishment Reporting for the Large Taxpayers Service (LTS) I. OBJECTIVES This Order is issued to: 1. Update and rationalize the BIR's CY 2014 Operational KPIs for the Large Taxpayers Service (LTS), LT National Office Divisions (LTNODs) and LT Divisions (LTDs) - Makati & Cebu; 2. Align the Operational KPIs with the Bureau's 2014-2016 Agency Level Key Performance Indicators provided under Revenue Memorandum Circular No. 41-2014; and 3. Prescribe the policies and procedures in the preparation and submission of Accomplishment Reports and in monitoring the performance of the LTS, LTNODs and LTDs � Makati & Cebu. II. GENERAL POLICIES The following policies and guidelines shall be observed: 1. The CY 2014 Operational KPIs, and the corresponding details such as weights, formulas, definition of measures, targets, and Assistant Commissioners (ACIRs) / Measure Owners, are prescribed in Annex A of this Order.

2. These Operational KPIs shall be adopted as the standard measures of the said Bureau units in their Office Performance Commitment and Review (OPCR) Form, as well as in the Office Index of Success Indicators of the LTS, LTNODs and LTDs � Makati & Cebu for the Strategic Performance Management System (SPMS). 3. The Score for each KPI shall be computed as follows: Applicable Formula (See Annex A) Score = ---------------------------------------------------- X KPI Weight Applicable KPI Target 4. In the event that the actual accomplishment exceeds the KPI target, the score to be given shall be the maximum assigned KPI weight. 5. The Overall Rating of an Office shall be computed as follows: Total score earned for all KPIs Overall Rating = ---------------------------------------------- X 100% Highest possible total score 6. Figures to be used in all computations required in this Order shall be rounded off to the nearest 2 decimal places. 7. Any issues relative to the KPIs, including, among others, the implementation, monitoring, evaluation and reporting of accomplishments, shall be the responsibility of the concerned Measure Owners. III. GUIDELINES AND PROCEDURES 1. The LTNODs/LTDs � Makati and Cebu shall prepare and submit report on the accomplishment on performance measures/KPIs prescribed in this Order. 2. The concerned Head Revenue Executive Assistant (HREA) shall monitor compliance of respective Offices and the Chief, LT Performance Monitoring and Programs Division (LTPMPD) shall prepare a Consolidated Accomplishment Report for submission to the Assistant Commissioner � Large Taxpayers Service (ACIR-LTS).

3. The ACIR-LTS thru the HREA, Programs and Compliance shall monitor the submission, validate and evaluate the Accomplishment Reports of the Large Taxpayers Service, and compute the corresponding KPI scores. 4. The Accomplishment Reports shall be prepared and submitted in accordance with the following schedules: REPORT OFFICE/PERSON SUBMITTED TO DUE DATE RESPONSIBLE A. Semestral/Annual KPI Accomplishment Report A.1 LTS KPI LT NO Division ACIR LTS Semestral : Accomplishment Chief/ Thru: Concerned Report (using On or before the format in LTD Chief � HREA Annex B1) Makati & (LTPMPD � the 8th consolidation) Cebu working day of the following semester Annual: On or before the 10th working day after the end of the year A.2 Consolidated HREA � LT Assistant Semestral : LTS KPI Programs & Commissioner � LTS Accomplishment Compliance, On or before Report of all LT (LTPMPD- cc: Planning and NODs/ LTDs � consolidation) Programming the 12th Makati & Cebu Division (PPD) (using the format working day in Annex B2) of the following semester Annual: On or before the 14th working day after the end of the year

B. Large Taxpayers Service KPI Performance Evaluation Report Large Taxpayers ACIR � LTS Commissioner Semestral: Service KPI Thru: HREA, On or before Evaluation Report Programs & cc: Planning and the 28th ( using the format in Compliance Programming working day Annex C) (LTPMPD � Division (PPD) of the NOTE: If a specific consolidation) following KPI is not applicable semester to a particular office, the Measure Owner Annual: On or shall indicate such in before the the LTS KPI 30th working Performance day after the Evaluation report end of the year IV. REPEALING CLAUSE This Order supersedes Revenue Memorandum Order Nos. 15-2013, 30-2013 and all other issuances or portions thereof inconsistent herewith. V. EFFECTIVITY The Operational Key Performance Indicators (KPIs) and Accomplishment Reporting prescribed in this Order shall be effective beginning the second semester of 2014. (Original Signed) KIM S. JACINTO-HENARES Commissioner of Internal Revenue D-11 FMM NMA CCK LCG LSVR FDB RAV

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