RMO No. 7-2019 — Updates the BIR Operational Key Performance Indicators for CY 2019 Digest | Full Text | Annex A | Annex B | Annex C | Annex D | Annex E

BUREAUUFINIEKNALNENUL NCTTY

BUREAU OF INTERNAL REVENUE REPUBLIC OF THE PHILIPPINES DEPARTMENT OF FINANCE Quezon Cif RECORDS MGT.DIVISION FEB 012019 1:3S P M JuJ Uteaa

January 23, 2019

REVENUE MEMORANDUM ORDER - 2019

SUBJECT BIR Operational Key Performance Indicators for CY 2019

O All Internal Revenue Officials and Employees

I OBJECTIVES

In observance of the provisions of the Tax Reform Acceleration and Inclusion (TRAIN) Prograim; Ease of Doing Business and Efficient Government Service Delivery Act (Republic Act No.11032);and the Data Privacy Act (Republic Act No.10173) as well as the results of the Bureau's Strategic Planning Sessions, this order is being issued to:

1. Update the BIR Operational Key Performance Indicators (KPIs) for Revenue

Regions (RRs),Revenue District Offices (RDOs),Regional Divisions (RDs),anc Large Taxpayers Service (LTS); and

2. Set forth the policies, guidelines and procedures that shall govern the

monitoring, preparation and submission of Accomplishment Reports, and the preparation of Evaluation and Summary Reports on Operational KPIs.

I. POLICIES

In pursuing the aforesaid obiectives,the followingpolicies shall be observed

1. The elements of each Operational KPI, i.e.,definition of the KPI, KPI weight

formulas, KPI targets, are provided in Annex A of this order.

2. The concerned Assistant Commissioners (ACIRs),who have been identified

as Measures Owners (MOs) in the column "Monitoring Office" in Annex A shall be responsible for monitoring, reviewing and evaluating their respective Operational KPls, to assess the performance of the concerned offices against their goals/targets under their Operational KPIs.

1

3. The Assessment Service shall be the lead monitoring office for KPI Nos.5,6

and 7. The following KPIs shall be monitored by concerned offices to support the lead MO in the timely submission of accurate data/information:

3.1 For KPI No. 5 - Audit Effort

3.1.1 For RRs/RDOs - Assessment Service (for eLAs, TVNs, DNs); and

TSPMD under the Client Support Service (for TCVD)

3.2 For KPI No.7- Audit Efficiency 3.1.2 For Investigating Office under LTS - LTS BUREAUOF INTEKNALKEV-NUE NNNYN Feb 31 bhe

3.2.2 For Investigating Office under LTS - LTS 3.2.1For RRs/RDOs - Assessment Service RECORDS MGT.DIVISION TAULO

4. The LTs will include the following offices as "Implementing Office" for a

particular KPI:

KPI No. KPI Implementing Offices

1 Collection Performance LT National Office Audit Div. (LTNOADs). Field Operations Div.(ELTFOD) LTD-Cebu City,LTD-Davao City,Excise LT

2 5 in Collectior Audit Effort Percentage Increase LTNOADs, LTD-Cebu City, LTD-Davao City LTNOADs,LTD-Cebu City,LTD-Davao City LT VAT AUdit Unit (LTVATAU) ELTFOD

Increase in collection LTVATAU by 5% of previous year's audit collection

N goa Audit Efficiency LTNOADs, LTD-Cebu City, LTD-Davao City.

LTVATAU 8 9 Reduction of valid Arrears TAMP Stop-Filer cases Reduction of Tax Collection Enforcement Div. (LTCED) LTD-Cebu City,LTD-Davao City,LT LT Regulatory Div.(ELTRD), LT Assistance Div.(LTAD) LTD-Cebu City,LTD-Davao City,LT Document Processing & Quality Assurance Div.(LTDPQAD),LTCED,Excise

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

Applicable KPI Formula Score Applicable KPI Target x KPI Weight

6. The overall rating will be computed as:

Overall Rating Total Applicable KPI Weights Total KPI Score 100%

7. In the event that the actual accomplishment exceeds the KPI target, the

score to be given shall 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 KPls should be included as measures in the Office

Performance Commitment and Review (OPCR) Form, as well as in the Office Index of Success indicators of the RRs,RDs,RDOs,LTS, LTNOADs,LTD- Cebu City and LTD-DaVao City,ELTFOD,LTVATAU,LTCED,LTDPQAD,ELTRD and LTAD in relation to the Strategic Performance Management System (SPMS).

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

accomplishment covering January to December.

1.Issues arisina for a particular OperationalKPI shall be the responsibility of the

concerned MO(s).

12. The Operational KPIs prescribed under this Order shall be adopted in the

succeeding years until there shall be amendments/revisions to be recommended by the MO(s).

I GUIDELINES AND PROCEDURES

A.The following are the guidelines and procedures in the preparation and

submission of accomplishment and evaluation reports.

1. RDOs/Regional Divisions, LTNOADs/ LTD-Cebu City and LTD-Davao City

ELTFOD/LTVATAU/LTCED/LTDPQAD/ELTRD/LTAD shalI: 1.1 Prepare the semestral/annual Accomplishment Report for each

applicable Operational KPI using the prescribed format; and 1.2 Ensure accuracy of data prior to submission of the Accomplishment

Report to the Regional Director and ACIR-LTS.

2. Regional Director and ACIR-LTS shall:

2.1 Consolidate the Accomplishment Reports per KPI;and 2.2 Validate the accuracy and completeness of data prior to submission of

the Accomplishment Report to concerned Measure Owner

3. The Measure Owner shall:

3.1Monitor the timely submission of Accomplishment Report by all Regional

Directors and ACIR-LTS; 3.2 Prepare the semestral (January to June)/annual (January to

December) Evaluation Report for each KP+ The Evaluation Report shall detail the: BUREAU OF INIEKNALKEVTNUE NNYIN FEB 012019 T:33 p.M: AA 3

AUT GT DIVISION

i)Score per KPI of RRs, RDOs, RDs LTS and its implementing offices; and ii) Ranking of offices 3.3 Ensure the completeness and accuracy of the Accomplishment Report

received from RRs and LTS; and 3.4 Submit the Evaluation Report per KPI to the ACIR-Planning and

Management Service, Attention: Planning and Programming Division (PPD).

4. Planning and Management Service/PPD shall:

4.1 Monitor the compliance of concerned ACIR/MO relative to the

submission of KPI Performance Evaluation Report; 4.2_Consolidate the Office KPLPerformance Report per RR and LTS; 4.3 Prepare a Summary Report on the result of the rating of KPIs; and 4.4 Submit the Office KPI Performance Report to MANCOM.

B. The Accomplishment and Evaluation Reports shall be prepared and submitted

in accordance with the following schedules:

REPORT SUBMITTED BY SUBMITTED TO DUE DATE

Accomplishment Operational KPI Report per Regional Chiefs, Division and Director concerned Regional Semestral Report: On or before July 25

(Annex B) RDOs

Accomplishment Report on KPI Consolidated (Annex C) and LTDs Cebu and Davao Regional Chiefs, LT National Directors and ACIR-LTS Office Divisions LS MO concerned Assistant Commissioner, (ACIRs) January 25 before July 30 Annual Report: On or before Semestral Report: On or Annual Report: January 31 On or before

Evaluation Report on KPI (Annex D) Owners Measure (ACIRs) ACIR-PMS Attention: Chief, PPD Semestral Report: On or before August 15 February 15 Annual Report: On or before

Report on KPIs Consolidated (Annex E) Evaluation ACIR-PMS ThrU: PPD BUREAUOF INIEKNALKEVENUE NNIN FEB 012019 1:35PM Mwa MANCOM February 28 Semestral Report: On or before August 30 Annual Report: On or before D

RECORD&MGT.DIViSION

IV. REPEALING CLAUSE

This Order supersedes Revenue Memorandum Order Nos.12-2018,18-2018,51- 2018 and all other issuances or portions thereof inconsistent herewith

V. EFFECTIVITY

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

Maeeanra

CAESAR R. DULAY V Commissioner of Internal Revenue 023399

B-1 BUREAUOF INTERNALKEV-NUE NTTY 9C FEB 01 2019 1:35PM UdaA JU

RECORDS MGT.DIVISION

5