RMO No. 24-2012 — Pre cribe the CY 2012 Operational Key Performance Indicator , Accompli hment Reporting and Office Performance Evaluation Dige t | Full Text | Annex A | Annex B1 | Annex B2 | Annex C | Annex D | Annex E

REPUBLIC OF THE PHILIPPINES DEPARTMENT OF FINANCE BUREAU OF INTERNAL REVENUE Quezon City September 27, 2012 REVENUE MEMORANDUM ORDER NO. 24-2012 TO : All Deputy Commissioners (DCIRs), Assistant Commissioners (ACIRs), Regional Directors, Revenue District Officers and Others Concerned SUBJECT : Prescribes the CY 2012 Operational Key Performance Indicators, Accomplishment Reporting and Office Performance Evaluation ____________________________________________________________________________ I. BACKGROUND The Agency Level Key Performance Indicators (KPIs) for CY 2011 � 2016 were prescribed per Revenue Memorandum Order No. 31-2011. These KPIs are a broad and comprehensive set of high-level measures that shall identify the level of performance of the Bureau based on the targets and assigned weights per KPI. On the other hand, the second-level KPIs, or the Operational KPIs, shall be aligned to the Agency-level KPIs in order to successfully attain the BIR Vision, Mission and Strategy Roadmap. II. SCOPE/COVERAGE This Order covers the 2012 Operational KPIs, Performance Monitoring and Performance Evaluation for the Revenue Regions (RRs), Revenue District Offices (RDOs), Large Taxpayers Service (LTS) and LT District Offices (LTDOs). III. OBJECTIVES This Order is issued to: 1. Prescribe, and provide details on, the BIR's CY 2012 Performance Measures for the RRs, LTS, RDOs and LTDOs; (Refer to Annex A) 2. Prescribe the policies and procedures for monitoring and evaluating the performance of RRs, LTS, RDOs and LTDOs vis-a-vis the Office Performance Measures; and 3. Align the Priority Programs/Activities/Projects of RRs, LTS, RDOs and LTDOs with the Agency Strategic Statements as provided in RMO No. 23-2011, RMO No. 30-2011, and the Agency-level KPIs for CY 2011-2016 under RMO No. 31-2011. 1

IV. POLICIES AND GUIDELINES The following policies and guidelines shall be observed: 1. The Operational KPIs shall be used as the basis for the performance monitoring and evaluation of incumbent heads of RRs, LTS, RDOs and LTDOs for CY 2012. 2. The Assistant Commissioners (ACIRs) shall perform quarterly checking and systematic documentation on the progress of each KPI of their supervised Offices. The concerned ACIR has the option to discuss the issues/outstanding accomplishments reported on any KPI under its area of jurisdiction, with the Management Committee (MANCOM). 3. The ACIRs shall prepare the Annual Office Performance Evaluation of the RRs and RDOs for each of the KPI/s they are monitoring on the 22nd day of the month following the end of the year. 4. A straightforward method of computation shall be used in rating the performance of each office (Actual Accomplishment x KPI Weight). The Overall Rating of an office shall be the sum of points earned per KPI. 5. An interim performance rating maybe administered depending on the exigencies of service as determined by MANCOM. 6. The set of KPIs shall be revisited annually and updated, if needed. V. PROCEDURES Hereunder are the procedures in the preparation and submission of the accomplishment reports and office performance evaluation for CY 2012 KPIs: A. Accomplishment Report 1. Prepare the Quarterly Accomplishment Report, according to the following schedule: Report Office/Person Submitted To Due Date Responsible 1.1 RDOs/LTDOs Revenue District Respective Regional Not later than the Accomplishment on KPIs Officer Director 10th day of the (using the format in month following the Annex B1) LT District Officer Assistant quarter Commissioner, LTS 1.2 Revenue Region/LTS Regional Director/ Assistant Not later than the Accomplishment on Assistant Commissioner 12th day of the KPIs (using the format Commissioner, LTS monitoring the KPI month following the in Annex B2) quarter 2

Report Office/Person Submitted To Due Date Responsible Not later than the 1.3 Consolidated Regional Director/ Assistant 12th day of the Accomplishment of Assistant Commissioner month following the all RDOs/LTDOs Commissioner, LTS monitoring the KPI quarter (using the format in Annex B2) For the 2012 Operational Key Performance Indicators, the Revenue District Offices (RDOs)/Large Taxpayer District Offices (LTDOs) and Revenue Regions (RRs)/Large Taxpayers Service (LTS) shall prepare and submit an accomplishment report for the quarter using the prescribed formats for RDOs/LTDOs (Annex B1) and for RRs/LTS (Annex B2) not later than the 10th and 12th day of the month following the quarter, respectively. 2. Prepare the Consolidated Semestral Accomplishment/Status Report, as follows: Report Office/Person Submitted To Due Date Responsible 2.1 Consolidated Accom- Assistant Deputy Not later than the plishment of RRs, LTS, Commissioners Commissioner 18th day of the RDOs, and LTDOs (using cc: ACIR, Policy and month following the format in Annex C) Deputy Planning Service each semester Commissioners Commissioner Not later than the 2.2 Status Assessment 18th day of the Report of RRs, LTS, month following RDOs and LTDOs (using each semester the format in Annex D) B. Evaluation of Office Performance 3. Prepare the Annual Office Performance Evaluation (using the format in Annex E) Report Office/Person Submitted To Due Date Responsible 3.1 Annual Performance Assistant Deputy Not later than the Evaluation of RRs, LTS, Commissioners Commissioners 22nd day of the RDOs and LTDOs month after the end of the year The Assistant Commissioners shall submit the Annual Office Performance Evaluation Report to their respective Deputy Commissioners for approval. Said report shall then be submitted to the Office of the Commissioner, thru the Policy and Planning Service, not later than the 24th day of the month after the end of the year. 3

C. Documentation The Office of the Commissioner, thru the Policy and Planning Service, shall be responsible for preparing the overall final ranking of the RRs, LTS, RDOs and LTDOs based on the approved Annual Performance Evaluation submitted by the Deputy Commissioners. Only the Annual Evaluation Reports approved and submitted by the Deputy Commissioners shall be considered as final. The submitted accomplishment reports shall serve as a means of validation in the preparation of the Office Annual Performance Evaluation for the Revenue Regions and Revenue District Offices. Likewise, these will be used as basis/input for next year's office performance measures to be recommended to MANCOM. D. Analysis of Revenue Regions, LTS, Revenue District Offices and LT District Offices KPIs 4. Prepare Final Report of the Office Performance Evaluation Report and the Analysis Report, as follows: Activity Office/Person Submitted To Due Date Responsible 4.1 Prepare the Final Report ACIR, Policy and Commissioner Not later than the 30th day of the month after of the Office Planning Service the end of the year Performance Evaluation Report per KPI 4.2 Analysis Report on the ACIR, Policy and Commissioner Not later than the 30th day of the month after result of accomplish- Planning Service the end of the year ment of KPIs VI. REPEALING CLAUSE This Order supersedes Revenue Memorandum Order Nos. 37-2010, 58-2010 and 61-2010 and all other issuances or portions thereof inconsistent herewith. VII. EFFECTIVITY This Order takes effect immediately. (Original Signed) KIM S. JACINTO-HENARES Commissioner of Internal Revenue B-1 4