RMO No. 31-2020 — Amends RMO No. 24-2020 relative to the frequency of reporting of accomplishments on the Taxpayer Awareness Program by the RDOs Digest | Full Text | Annexes

EUREAU Of INTERNAL Rh:Vh REPUBLIC OF THE PHILIPPINI1S DEPARf'MENT OF FINANCE BUREAIJ OF INTERI{AL REVENUE Quezon City September 18, 2A20 REvEr{uE MEMoRANDUM oRr}ERNo. 0[- LfrPD SUBJECT: Amending RMO No.24-2020 Relative to the Frequency of Reporting of Accomplishments on the Taxpayer Awareness Program by the RDOs TO: All Revenue District Officers, Regional Directors and Other Concerned Revenue Officials and Employees I. BACKGROUNI) Revenue Memorandum Order (RMO) No.24-2020 was issued on July 22,2020 to prescribe the guidelines in the reporting of accomplishments and evaluation of performance of Revenue District Offices (RDOs) relative to their implementation of information dissemination activities under the Taxpayer Awareness Program (TAP). In the said RMO, the RDOs are required to prepare and submit Accomplishment Report on the TAP on a quarterly basis (every 10th day ofthe month following each quarter) while the Revenue Regions are required to consolidate and submit the said reports every 15th day of the month following each quarter. Per RMO No. 5-2020, the reporting of accomplishments and evaluation of performance of the RDOs under the different BIR Programs are done on a semestral and annual basis. In consideration of the diffrculty in preparing and reviewing the TAP Accomplishment Reports (which include the validation of accomplishments vis-a-vis the documentations presented), the frequency of reporting of accomplishments under the TAP by the RDOs and the Revenue Resions shall also be made on a semestral and annual basis. II. AMENDMENTS To implement the change in the frequency of reporting of accomplishments under the TAP by the RDOs and the Revenue Regions, pertinent portions of Section III of RMO No. 24-2020 are hereby amended, as specified below. 1. The conduct of information dissemination activities shall be reported by the RDOs to their respective Regional Director on a semestral basis (on or before the 10th day of the month

followins each semester). The format in Annex B1 shall be used by the RDOs in the reporting of their accomplishments on the TAP. 2. The Points indicated by the RDO in the submitted TAP Accomplishment Report (Annex 81) shall be verified/validated by the region's CSU Head based on the documentation of taxpayer awareness activities compiled and submitted to the respective Regional Office by the RDO's CSS Chief. The Total Points earned and the Average Points Per Month of the RDO for the particular Semester (6 months) shall then be computed by the CSU Head and indicated in the RDO's TAP Accomplishment Report (Annex Bl), which have to be signed also by the CSU Head and the Regional Director. A copy of the validated/signed TAP Accomplishment Report shall be fumished to the respective Revenue District Officer, for feedback purposes. 3. The CSU Head shall prepare the semestral Consolidated TAP Accomplishment Report of the region using the format in Annex 82. The said consolidated report shall reflect each RDO's ryglq Total Points and Averaee Points Per Month for a particular (as reflected in each RDO's semestral TAP Accomplishment Report - Annex Bl). The region's Consolidated TAP Accomplishment Report (signed by the CSU Head and Regional Director), together with copy of the RDOs' semestral TAP Accomplishment Reports, shall be submitted to the ACIR, Client Support Service (thru the Internal Communications Division) on or before the 20th dav of the month following each semester. A copy of the Regional Office's signed Consolidated TAP Accomplishment Report shall be fumished to the region's Revenue District Officers, for feedback pu{poses. 4. Based on the semestral Consolidated TAP Accomplishment Report submifted by the Regional Offices, the Intemal Communications Division (ICD) shall prepare the Evaluation Report on theTAPona@basisandannualbasis(incompliancewithRMoNo.5-2020)using the format in Annex Cl and Annex C2, respectively. Copy of the said Evaluation Report shall be submitted to the ACIR, Planning and Management Service by the ACIR, Client Support Service on or before August 25 (for semestral)/February 25 (for annual, as specified in RMO No. 5-2020), copy furnished the Regional Directors. III. REITERATIONS The following provisions under RMO No. 24-2020 are reiterated hereunder, for the information and guidance of the Regional Directors, Revenue District Officers, CSU Heads and CSS Chiefs of the RDOs: l. The Tareet for the TAP KPI is at least 10 Points per month. For purposes of determining the Score and OPCR Rating of each RDO on the TAP, the following matrix shall be used as guide: BUR EAU OF INTERNAL FEVENIJh Tm I\ R [$tRn'$ i',r,(iT

Average Points* Score OPCR Rating in TAP (KPI Weight - 1.00) 13.00 & above L00 5 - 1 1.50 12.99 0.85 4 - 10.00 1, 1.49 0.7 5 Ja 5.01 - 9 .99 0.65 2 5.00 & below 0.50 1 * Per computation on a semestral basis and annuol basis. 2. To support the reporting of accomplishments on the TAP, CSS Chiefs are advised to document the conduct of their district office's tax information dissemination activities. A compilation of said documentation should be maintained and presented/submiued to the respective Regional Director (thru the CSU Head) on a semestral basis (on or before the 10th day of the month following each semester), together with the RDO's TAP Accomplishment Report (Annex Bl). 3. In the reporting of accomplishments on the TAP, the giving of Points per tax information dissemination activity shall strictly conform to the euidelines prescribed hereunder. ACTIVITY l POINIT REQUIRET) DOCUMENTATION* Conduct of tax seminarsl 3 Points (if below o Attendance Sheet briefings/webinars o Pictures 0f event 100 attendees) o Publicationin BIR Weekender 5 Points (if 100 or Briefs (optional) more attendees) Meetings/dialogues with LGU 1 Point o Pictures of event officials and other private o Publication in BIR Weekender sector groups (except zonal valuation meetitrBS, Briefs (optional) as ses s merltlco I lecti on matter- meetings and non-tax related meetings) Briefing for New Taxpayer I Point . Attendance Sheet o Pictures of event Registrants o Publication in BIR Weekender Briefs (optional) ffif.rrcRNAL REVEIIUu RECORDS fvtti'l- D'i" i':

ACTIVITY POINT REQUIRET) DOCUMENTATION* TY I radio guesti ngl interview 3 Points (per actual guestingl . Pictures of event o Publication in BIR Weekender interview) Briefs (optional) Sending of speakers on 2 Points . Pictures of event BlR/tax-related maffers to . Publication in BIR Weekender other government/private sector-initiated events Briefs (optional) Distribution of tax information 3 Points . Report on Number of Tax materials (either thru manual (per type of tax distribution or e-mail) Information Materials information Distributed (use format in material distributed) Annex A) o Picture (or sample) of informati on material/s distributed o Pictures of event Press Release 2 Points o Copy of Press Release (per type of Press o Picture of news article clipping Press release should be Release published prepared by the RDO in newspaper) Radio ITY announcements 2 Points Copy of Announcement (per content and not Certifi cation from rudio ITV Script of announcement stations should be prepared by the per no. of RDO announcements) Display of streamers on 2 Points . Picture of streamer(s) on B IR/tax-related matters (including LED billboards) (per type of display streamer) Posting of tax information 2 Points o Screenshot of tax information materials in social media (per type of tax (Facebook, YouTube, etc.) material posted information Motorcade/Recoreda material posted) o Picture of event . Publication in BIR Weekender 2 Points Briefs (optional)

ACTIVITY POII{T REQUIRET) DOCUMEI{TATION* Conduct of Tax Quiz and 7 Points other special events to o Attendance Sheet promote tax awareness 10 Points . Pictures of event o Publication in BIR Weekender Implementation of Briefs nedinnovative idea on tax information o Description of new/innovative dissemination/delivery of idea on tax information taxpayer service di sseminatior/delivery of taxpayer service and report on when it was implemented and its irnpact (results) in the district operation o Pictures of event o Publication in BIR Weekender Briefs 4. The semestral and annual Evaluation Reports on the TAP shall indicate the Score and the Average Points of each RDO relative to the TAP for the lst Semester and for the whole year, respectively. The Ranking of the RDOs for the TAP shall be based on the Average Points Per Month for the particular period and not on the Score inasmuch as the maximum assigned KPI Weight (or Score) for the TAP is only 1.00 (per Annex A of RMO No. 5-2020). 5. In the preparation of the annual Evaluation Report on the TAP, the RDO's Total Points for the I't Semester (per submitted TAP Accomplishment Report for the period) shall be added to the Total Points for the 2nd Semester. The resulting sum (Total Points for the whole year) shall be divided by 12 to come up with the RDO's Average Points Per Month for.the whole year. 6. The Summary of Reports to be prepared for the TAP is specified below. Report Submitted By Submitted To I)ue Date Report on Number of Revenue District Regional Director On or before Officers Information Materials July l0 I January l0 Distributed, if appl icable Revenue District Regional Director Officers (part of Accompl ishment (Annex A) \ Report - Annex Bl) TAP Accomplishment Report (Annex B 1), On or before in c I ud in g d o c un? e ntat i o nt s July l0 I January l0 d*ffi $ilrdH6[J;r)r lN lh,kNAt" H T. V L.{I IJ ts, A^j llilfiffi Tn) sEP 2 5 2020 Tl ,'l l:' ' Frrili; l.' i: ''i.' ;,' l' . l'"r r \/ r rlll l\

Report Submitted By Submitted To Due Date Consolidated TAP Regional Director ACIR, Client On or before Accomplishment Report Support Service July 20 lJanuary 20 (Annex 82) (thru Chief, Prepared by CSU Head lnternal Communications Division) Evaluation Report on TAP ACIR, Client ACIR, Planning Semestral Report: Support Service & Management On or before August 25 (Annex C I and Annex C2) Service Annual Report: Prepared by Internal On or before February 25 Communications Division of the following year 7. The semestral and annual Accomplishment Reports/Consolidated Accomplishment Reports specified in RMO No. 5-2020 are no longer required to be prepared/submitted by the RDOs and Regional Directors insofar as the Taxpayer Awareness Program (TAP) is concerned. 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 provisions under RMO No. 24-2020 and provisions in other revenue issuances inconsistent herewith. V. EFFECTIVITY F*% CAESARR. DULAY This Order takes effect immediately. Commissioner of Internal Revenue H-3 u 036532 uuxcnu uI lN lH' iUE, ]R\ Trdffi lNt# t -- REcoRDs U n N