RMO No. 27-2022 — Amends the Reporting and Evaluation of Accomplishments of RDOs under the Taxpayer Awareness Program Digest | Full Text | Annex A, B1 | Annex B2 | Annex C1, C2

REPUBLIC OF THE PHILIPPINES DEPARTMENT OF FINANCE BURTAU OF INTERNAL REVENUE Quezon CitY Iiri May 6,2022 a7'aoaa REVENUE MEMORANDUM ORDER NO. SUBJECT: Amendments on the Reporting and Evaluation of Accomplishments of RDOs under the Taxpayer Awareness Program TO: All Revenue District Officers, Regional Directors and Other Concerned Revenue Officials and Employees I. BACKGROUND Since the implementation of the Taxpayer Awareness Program (TAP) in2020, the level of tax information dissemination activities being conducted by the Revenue District Offices (RDOs) kept on improving in spite of the challenges and restrictions brought about by the COVID-19 pandemic. It is because of the said challenges and restrictions that the use of social media has gained more prominence and popularity as a potent communication channel to reach out to taxpayers during the COVID-19 pandemic. In view of this, the Bureau of Internal Revenue (BIR) has issued Revenue Memorandum Order (RMO) No.7-2022 on January 18,2022 establishing the policies and guidelines for the creation and management of official social media accounts of the Bureau's regional and district offices. In the said Order, the regional/district offices are required to prepare semestral report on their "social Media Accounts Performance" that will include metrics, namely: no. of page reach (for Facebook), no. of views (for YouTube), and no. of followers (for Twittei). With this new reportorial requirement for the RDOs and considering the difficulty in reporting and validating the social media postings of the RDOs under the fAP, there is a need to streamline the reporting of accomplishments under the Program. Furlhermore. rvith the issuance of RN4O No. 25-2022 (BIR Operational Key Performance Indicators for the Revenue Regions, Large Taxpayers Service and Revenue District Offices) on April 28. 2022, there is also need to revise the guidelines in the determination of Score and OPCR Rating of RDOs under the TAP. II. OBJECTIVE This Order is heing issued to: l. Prescribe the amended guidelines in the reporting of accomplishments under the Taxpal'er Arvareness Program (TA P); ( ,ttWet 4]1

2. Revise the matrix being used as guide in the determination of Score and OPCR Rating of RDOs under the TAP; and 3. Prescribe the revised templates in the reporting of accomplishments under the TAP. III. GUIDELINES l. The "Posting of Tax Information Materials in Social Media" (Facebook, YouTube, etc.) shall no longer be reported under the TAP, starting with the RDOs' lst Semester 2022 accomplishment report, since it shall be evaluated separately under RMO No.7-2022. 2. The RDOs shall continue the preparation of their own tax information materials (i.e., instructional videos, AVPs, social media cards, etc.), for approval by their respective Sub- Social Media Team Head prior to posting in their official social media accounts. The tax information materials prepared and posted by the RDOs in their official social media accounts shall also not be reported under the TAP since posting of the same in the social media shall directly affect/impact the RDOs' "Social Media Accounts Performance" (no. of page reach, no. of views and no. of followers) to be monitored/evaluated by the Public Information and Education Division (per RMO No.7-2022). This is based on the premise that the more quality tax information materialsr are posted in the RDOs' social media accounts, the more taxpayers shall be interested to visit, view and read the tax information posted therein, thus increasing the no. of page reach, no. of views and no. of followers of the RDOs' social media accounts. 3. To capture the contribution to the TAP of "Posting of Tax Information Materials in Social Media", Points shall be given to the RDOs based on their "social Media Accounts Perfonnance" ranking as follows: RDC)os Rank in Points** t'Social Media Accounts Performance"* First l5 RDOs in the Nationrvide Ranki 60 Next 20 RDOs in the Nationwide Rankin 50 Next 30 RDOs in the Nationwide Ranki 40 Next 35 RDOs in the Nationwide Rankin 30 Remaining RDOs in the Nationwide 20 Rankine *To be bused on thL report lct be prepared b,- the Public Information end Education Division. **To he aclded bv lhc {nternal Communications Division to the RDO's Total Points.for the semester I Oualit.v'tax iuJltlmu.t!!11--!lLCUliellare informatit,e, relevanlitrpdater), accurate, easy-to-understancl and creotive in presentutirtn itith grctphic.s, animation, uuclio, etc.). ,f [2i'r, - liilr A : ,?S p/r,

4. The guidelines in the giving of Points to the other tax information dissernination activities of the RDOs shall remain the same, with some clarifications (that shall be strictly observed) indicated hereunder. ACTIVITY POINT REQUIRED DOCUMENTATION Conduct of tax seminars/ tlriefings/webinars 3 Points (if below Attendance Sheet Pictures of event Indicate in the report the name of 100 attendees) Publication in BIR of se minar/b r iefi ng/w eb i nar, dat e Weekender Briefs 5 Points (if 100 or (optional) conduct and no. o-f attendees Only s e nt inar s/ b r iefi ngs /tl e b i nar s more attendees) c onduc t e d fo r exter na I D artic ip a nts are included in the giving of Points. Se m inars/b r iefings/w e b inar s w it h multiple topics and same set of attendees shall not be given separate Points oer topic. Meetings/dialogues with LGU officials I Point (per Pictures of event and other private sector groups Publication in BIR conduct of meeting Weekender Briefs (except zonal valuation meetings, regardless if there (optional) assessment/collection matter-meetings are several groups and non-tax related meetings) attending the Indicate in the report the nante o_f the meeting) sroup/s that ntet with the RDO and the date qf meeting Briefing for New Taxpayer I Point (per Attendance Sheet Registrants conduct of Pictures of event Publication in BIR Indicate in thc report the date of briefing) Weekender Briefs conduct qf hriefingand the no. qf (optional) allendee,s If brie /ing for nevt taxpayer registrutts i.s conducled 2 tintes in a dul: 1.1.\,{ and t'l{ v,ith di-fferent set r2f psrljetp_(tll \,t, _! _Potu!; hsl| E L e Ly e U r Ud!{ p e c o t*r 11y'_b r i e../i n g. QUe:g n:9J1t: b ry_c115;_wl!hJ ffipq, eb coru.ltrc'ted in o day shnllcollec:tiyel! l-;,r nffri,N;i ,( .?: g 5 ?,^

ACTIVITY POINT REQUIRED DOCUMENTATION be given I Point even if conducted several times in a day. Conduct of Tax Quiz and other special 7 Points - per Attendance Sheet events to promote tax awarenesso Pictures ofevent which include establishment of Tax conduct of Publication in BIR Assistance Centers Weekender Briefs traditional (face- (optionall Indicate in the report the manner o-f to-face) Tax Quiz conduct qf Tax Ouiz/special events. and other special date o.f conduct and no. o.f events participants The estoblishment of Tax Assistance 5 Points - per Centers (TAC) in oublic places is considered as a special event lo be conduct of siven 7 Points per TAC established outside BIR office/oremises (and online/virtual Tax l{OT oer date it was established.l. Quiz and other special events 7 Points - per TAC established outside BIR office/premises TV/radio guestin g/interview 3 Points Pictures of event (per actual Publication in BIR Indicate in lhe report the name of guesting/interview Weekender Briefs in a program) (optional) TV/radio program, date o_f questinq and name qf BIR o-fficial(s)/ personnel who gttested in the progrant No separate Points shall be given per BIR oflicial/personnel who guested in the program Sending ofspeakers on BIR/tax- 2 Points Pictures ofevent related matters to other Publication in BIR government/private sector-initiated (per event Weekender Briefs regardless of the (optionall events no. ofspeakers Indicate in the report the name and sent) date of event and name of speaker/s 9nt Ieu; , '- ;,F il,r,;l;fr:, ,I. \,F I]UFI OF I t-, illilt,l. L rl' i ,: gg Pr>-

ACTIVITY POINT REQUIRED DOCUMENTATION Distribution of tax information 3 Points materials (either thru manual . Report on Number distribution or e-mail) (per type oftax information of Tax Information - BIR Forms are not considered ss tox Materials material Distributed (ase information materiuls since they are distributed) format in Annex A) "tax compliance" materials. Thus, they are not qualified to be given o Picture (or sample) Points under this activity. of information - The tax information materials material/s reported as distributed in Annex B l distributed should be reported also in Annex A in o Pictures of event order for the giving of Points to be considered as valid. 2 Points . Copy of Press (per newspaper Press Release where the Press Release - Press Release should be prepared b)t Release was o Picture of published published) the RDO news article (showing the name - Indicate in lhe report the sub-iect of newspaper and matter o-f Press Release, date of the date of publitglilplt and name/s qf newspaper publication) where it v,as oublished. - In case a Press Release was published in several newspapers, 2 Point.s shall he givenper nev,.spaper where it y,g; publi;fugq!. Radio/TV annou ncements 2 Points Copy of (per radio/TV - Script o./'onnouncement,ghould be station where the Announcement Announcement Certification from preparecl by'the RDO was broadcasted) radio/TV stations - lndicate in the report the subjecl mal I er o./ .llutounce me nt, 1Dv_AS gllruJlltced and nante/s o-f fSdi!),n' skilion/s whe onnounced. - In case an Announcemenl was broadca,;led in several radioiTV ,stationi^r, 2lltifis snail Ue giv ratlioiTl'station where il u'as hrpudcq\1!-et f sulir ;r ",I lfJItri,h]i,I ,i vr, r,,Ji-l ,'a llilr r I t, i ill't : J; 3,S_ p/^ ,l ,i.l 'l , i i.- *J

ACTIVITY POINT REQIIIRBD DOCUMENTATION Display of streamers/tarpaulins 2 Points (including LED billboards) o Picture of (per type of - Only streamers/tarpaulins/billboards streamer/tarpaulini content) billboard on display containing information on tax matte r s and t axpaye r-re lat e d 2 Points Picture ofevent programs are included in the giving Publication in BIR qf Points under the TAP. (per date of Weekender Briefs conduct of (optional) - Streamers/tarpaulins with non-tax motorcade/ Description of related information, such as about recoreda) GAD, celebrations, events, etc. are new/innovative not included in the giving of Points 10 Points idea on tax under the TAP. information dissemination/ MotorcadeiRecoreda delivery of Indicate in the report the area/s covered and date ofconduct taxpayer service (to include Implementation of new/innovative mechanics/ idea on tax information procedures); dissemination/delivery of taxpayer report on when it service was implemented; and its impact AVPs, in.structional videos and other (results) in the i nformotion materials (i.e. ./lyers, district operation pou, eryto ittt pre sentat ion, e tc. ) Pictures of event prepared by the RDO are not Publication in BIR conside red os' new/innovative ide as Weekender Briefs 7'o properlv v'alidate the (mandatory) imp I e m e n t a I i o n of innoy al ive /new ideais, the "Required Docume nl ot ion " .for th is Act iv ity should he included in the TAP Accomp I i s hnrc nl Re port s sttbm itted b,the RDO to rhe CSU Head (soft coplt o.fwhich to be.furnished to Inte rnal C onmt un icat ions Divis ion) Qualified nev"innovative ideas can be siven l0 Points onlv on the semester it vvas first implemented ii,t, nl lzuiii-" I 'rr lf"iTEQlJi l r',5rrt:iliiill\' ' ( &tQ5 po I '--,-*J

5. With the issuance of RMO No. 25-2022, the TAP KPI Weisht has been increased from 1.00 to 3.00 in consideration of the efforts being exerted by the RDOs in implementing the TAP. Similarly, the Target for the TAP KpI has treen increased also from ..at least l0 Points" to 'oat least 15 Points Der month". For purposes of determining the Score and OPCR Rating of each RDO for the TAP, the following matrix shall be used as guide: Average Points* Score OPCR Rating in TAP (KPI Weight:3.00) 5 30.00 & above 3.00 4 J 21.00 -29.99 2.s0 2 I 15.00 - 20.99 2.00 1.50 10.00 - 14.99 9.99 & below r.00 * Per computation on a semestral basis and annual basis. 6. To facilitate the preparation and review of TAP Accomplishment Reports, the report formats/templates (attached as Annexes A and Bl in Excelfile) prescribed in this Order shall strictly be used by the RDOs in the preparation of their TAp reports. 7. The other report formats/templates, specifically Annexes 82, Cl and C2 prescribed under RMO No. 20-2021, still remain the same as well as the deadlines for submission of the TAP reports. The Summary of Reports to be prepared for the TAP is reiterated below. Report Submitted By Submitted To Due Date Report on Number of Revenue District Regional On or before Officers Director Information Materials July l0 / January l0 Distributed. if applicable (Annex A) (part of Accomplishme nt Report -- Annex Bl) TAP Accomplishment Revenue District Regional On or before Reporl (Annex 13l ). Officers Director inclucling July 10 I January l0 docunten{aliotts Consolidated 'fA P Regional ACIR, Client On or before Accomplishment Report Director Support Service (Annex 82). including July 20 I lanuary 20 (thru Chiel, Annex Bl of RD0s Internal - Prepared by (-Sr-l Communications Division) Head tIilltiri' ",:t .^',Ti lj -l l_\\l d I i "?:e5 ?:n jl,til: I" ,, i I I

Report Submitted By Submitted To Due Date Evaluation Report on ACIR, Client ACIR, Planning Semestral Report: Support Service & Management On or before August 25 TAP (Annex Cl and Service Annex C2) Annual Report: - Prepared by Internal On or before February 25 of the following year Communications Division 8. The semestral and annualAccomplishment Reports/Consolidated Accomplishment Reports on the TaxpayerAwareness Program (TAP) specified in RMONo. 18-2021, as superseded by RMO No.25-2022, are no longer required to be prepared/submitted by the RDOs and the Regional Directors. The semestral/annual TAP Accomplishment Reports/Consolidated Accomplishment Reports specified in this Order are already sufficient for monitoring and evaluation purposes. IV. REPEALING CLAUSE This Order revises the provisions in RMO Nos. 31-2020, 20-2021 and other revenue issuances inconsistent herewith. V. EFFECTIVITY This Order takes effect immediately. CAESAR R. DULAY Commissioner of Internal Revenue By: H-3 [/tARI . CABREROS Commissioner fgll,:8#l.oL'q'7 1fi [s Ll]:r' ' . t!: lt-r'fFirf,,,:il .,.\r,--lllllbir ii'. t rl I t{. ,.r i\\ I J; I pn ,li ; ,l . l_jI