RMO No. 18-2021 — Prescribes the BIR Operational Key Performance Indicators (KPIs) for CY 2021 Digest | Full Text | Annex A | Annex B | Annex C | Annex D | Annex E

BUREAU OF INTERNAL REVENUE REPUBLIC OF THE PHILIPPINES DEPARTMENT OF FINANCE

Quezon City

17 May 2021

REVeNUE MeMoRAndUM ordeR no. 18 -202

SUBJECT BIR Operational Key Performance Indicators for CY 2021 TO All Internal Revenue Officials and Employees

OBJECTIVES

This Order is issued to: 1. Prescribe the CY 2021 Operational Key Performance Indicators (KPIs) for the Revenue Regions (RRs), Revenue District Offices (RDOs), and Large Taxpayers Service (LTS); and

2. Prescribe the policies and procedures in the preparation and submission of implementing offices. Accomplishment Reports on the applicable Operational KPIs and Rating of the

I POLICIES

The following policies and guidelines shall be observed:

1. The details of the Operational KPIs such as the KPI weights, formuia, definition of KPI, KPI targets, implementing and monitoring offices are prescribed in Annex A of this Order.

2. The Operational KPl shall be monitored, reviewed and evaluated against goal/target to assess the performance of offices by the concerned Assistant Commissioners (ACIRs) who have been identified as Measures Owners (MOs). as indicated in the column "Monitoring Office" in Annex A.

3. There shall be seventeen (17) Operational KPIs.

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4. The LIs shall include the following offices as "implementing Office" for a

particular KPI: KPI NO. C Weight KPI 50 5 collection Collection Performance Percentage increase in KP+ LTNOADs, LTDs Cebu and Davao LT National Office Audit Div. (LTNOADs), LTDs Cebu and Davao, Excise LT Field Operations Division (ELTFOD) ELTFOD Implementing Office (s)

10 3 Audit Effort LTNOADs, LTDs Cebu and Davao, LT VAT Audit Unit (LTVATAU) 1 1 4 1 2 1 3 b 1.5 1. 5 3 2 3 2 Audit Efficiency previous audit collection goai Increase in collection by 10% Reduction of TAMP Stop-FilerLTDs Cebu and Davao, LTCED cases of previous Reduction of Tax Arrears Expedite Collection promotion year's audit of Large Taxpayers Service I LTVATAU LIDs Cebu and Davao, LT Collection LTNOADs, LTDs Cebu and Davao, Enforcement Div. (LTCED) LtVatau

qualified empioyees

5. The score for each KPI shall be computed as:

Score Applicable KPI Formula Applicable KPI Target x KPI Weight

6. The overall rating shall be computed as:

Overall Rating Total Applicable KPI Weights Total Score x 100%

Total applicable KPi weight applies to the summary of all applicable KPI weights of an office. NOTE: Total score applies to the summary of applicable KPI scores of an office.

7. In the event that the actual accomplishment exceeds the KPI target, the score to be given shali be the maximum assigned KPI weight.

8. Figures to be used in all computations required in this Order shall be rounded off to the nearest two (2) decimal places.

9. The Operational KPis shall be included as measures in the Office Performance Performance Management System (SPMS) Commitment and Review'(OPCR) Form, as well as in the Office Index of Success LTVATAU, LTCED, LIDPQAD, ELTRD and LTAD in relation to the Strategic Indicators of the RRs, RDs, RDOs, LTS, LTNOADs, LTDs Cebu and Davao, ELTFOD, BUREAU OF INTERNAL REVENUE NanYYmD 2

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10. The accomplishment report and evaluation report shall be prepared every 1st accomplishment covering January to December of the year. semester (January to June) and annual based on the cumulative

11. Issues arising for a particular Operational KPI, including the implementation, monitoring, evaluation and reporting of accomplishments, among others, shal be the responsibility of the concerned MOs.

12. The Operational KPis prescribed under this Order shall be adopted in the recommended by the MOs. succeeding years until there shall be amendments/revisions to be

HI. GUIdELINES ANd PROCEdUrES

A. The following are the guidelines and procedures in the preparation and submission of accomplishment and evaiuation reports.

1. RDOs/Regional Divisions, LTNOADs/ LTDs Cebu and Davao/ ELTFOD/ LtVatAU/ltCed/ltdPQAd/Eltrd/ltAd shajt: 1.1 Prepare the first semester and annual Accomplishment Report for each 1.2 Ensure accuracy of data prior to submission of the Accomplishment Report to the Regional Director and ACIR-LTS. applicable Operational KPI using the prescribed format in Annex B.

2. Regional Director and ACIR-LTS shall: 2.1 Consolidate the Accomplishment Reports per KPi using the prescribed 2.2 Validate the accuracy and completeness of data prior to submission of the format in Annex c. Accomplishment Report to concerned Measure Owner.

3. The Measure Owner shall: 3.1 Monitor the timely submission of Accomplishment Report by all Regionail 3.2 Prepare the semestral (January to June) and annual (January to Directors and ACIR-LTS. December) Evaluation Report for each KPI using Annex D, details of which

are as follows:

3.4 Submit the Evaluation Report per KPI to the ACIR-Planning and 3.3 Ensure the completeness and accuracy of the Accomplishment Report i) Score per KPI of RRs, RDOs, RDs LTS and its implementing offices; and Management Service, Attention: Planning and Programming Division ii) Ranking of offices (PPD). received from RRs and LTS; and

4. Planning and Management Service/PPD shall: 4.1 Monitor the compliance of concerned ACIR/MO relative to the submission of KPI Ev.aluation Report. BUREAU OF INTERNAL RFVENUE

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4.3 Prepare the Consolidated Evaluation Report on the result of the rating of 4.2 Consolidate the Office KPI Evaluation Report per RR and LTS. KPIs using the prescribed format in Annex E for submission to the Commissioner and all Deputy Commissioners.

B. The Accomplishment and Evaluation Reports shall be prepared and submittfed in accordance with the following schedules:

Repor* Submitted By Submitted To Due Date of Submission Accomplishment Operational KPi Report per Chiefs, Regionai Division and RDOs and LTDs Cebu Chiefs, LT National Office Divisions and Davao concerned Regional Director Commissioner, LTS Assistant Semestral Report: On or before July 25 On or before January 25 of the following year Annual Report:

Accomplishment Consolidated Report on KPI Evaluation Report on KPis Consolidated Report on KPi Evaluation Regional Directors and ACIR-LTS Measure Owners (AC!Rs) ACIR-PMS ThrU: PPD MO concerned (ACIRs) ACIR-PMS Attention: Chief. PPD CHR AIl DCIRs Semestral Report: of the following year Semestral Report: On or before Sept. 25 On or before July 3o Annual Report: On or before August 25 of the following year Semestral Report: the following year On or before January 31 On or before February 25 On or before March 25 of Annual Report: Annual Report:

Iv. REPEALING CLAUSE

all other issuances or portions thereof inconsistent herewith. This Order supersedes Revenue Memorandum Order Nos. 5-2020 and 17-2020 and

V EFFECTIVITY

This Order takes effect immediately until there shall be amendments/revisions recommended.

wexaw

Caesar r. dulay

B - 1 Commissioner of Internal Revenue 043342

BUReAU OF IntERNAlREVeaE NNTTYYN 4

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