RMO No. 25-2022 — Prescribes the BIR Operational Key Performance Indicators for the Revenue Regions, Large Taxpayers Service and Revenue District Offices Digest | Full Text | Annex A | Annex B | Annex C | Annex D | Annex E

REPUBLIC OF THE PHILIPPINES BUREAU OF INTERNA REVENUE NST S?

BUREAU OF INTERNAL REVENUE DEPARTMENT OF FINANCE Quezon City APR 28 202 3:40 00

RECORDS MGI.UIVSION

11 March 2022

REvenue MeMOrAnDuM OrDer no. 35- 2022

SUBJECT BIR Operational Key Performance Indicators for the Revenue

Regions, Large Taxpayers Service and Revenue District Offices

TO * All Internal Revenue Officials and Employees

OBJECTIVES

This Order is issued to: 1. Prescribe the Operational Key Performance Indicators (KPIs) for the Revenue

Regions (RRs), Large Taxpayers Service (LTS) and, Revenue District Offices {RDOs};and

2. Prescribe the policies, guidelines and procedures in the preparation and submission of Accomplishment Report and Evaluation Report of implementing Offices.

I POLICIES

The following policies and guidelines shall be observed:

1. The details of the Operational KPIs such as the KPI weights, formulas, definitions

of KPIs, KPI targets, and implementing and monitoring offices are prescribed in Annex A of this Order.

2. The Operational KPls shall be monitored, reviewed and evaluated against

goal/target to assess the performance of offices by 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 eighteen (18) Operational KPIs as indicated in Annex A of this

Order.

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A

4. The LIS shall include the following offices as "Implementing Office" for a particular KP1:

Applicable KPi Weight. Implementing Office

year's audit collection goal acknowledged by the reviewing office Reduction of Tax Arrears Increase in collection by 10% of previous Audit Efficiency the investigating office and (75% of eLAs handled were transmitted by Percentage Increase in Collection Audit Effort Collection Performance 1.5 2 3 50 3 5 RdO 127 - ltd Davao RDO 127 - LTD Davao RDO 123 - LTD Cebu RDO 123 - LTD Cebu RDO 127 -- LTD Davao RDO 121 - ELTAD 1 LTCED RDO 125 - ELTAD 2 RDO 123 -- LTD Cebu LTVATAU LTVAtAu RDO 126 - RLTAd 3 RDO 123 -- LTD Cebu RdO 127 -- Ltd Davao LIVATAU RDO 116 - RLTAd 1 RDO 126 - RLTAD 3 RDO 123 - LTD Cebu RDO 127 - LTD Davao Rdo 116 -- Rltad 1 RDO 125 - RLTAD 2 RDO 125 - ELTAD 2 RDO 125 -- RLTAD 2 RDO 125 - ELTAD 2 RDO 121 - ELTAD 1 RDO 125 - RLTAD 2 RO 126 -- RLtad 3 RdO 121 - ELtad 1 RDO 116 - RLTAd 1

Expedite promotion of qualified employees. Reduction of TAMP Stop-filer cases Collection 3 2 3 LTS RDO 123 - LTD Cebu RDO 127 - lTd Davao L LTCED

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

Score Applicable KPI Formula Applicable KPI Target x KPI Weighf

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6. The overall rating shall be computed as follows:

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 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 KPIs shall be included as measures in the Office Performance

VATAU, in relation to the Strategic Performance Management System (SPMS). Indicators of the RRs, RDs, RDOs, LTS, LTDs Cebu and Davao, LTCED and LT Commitment and Review (OPCR) Form, as well as in the Office Index of Success

10. The Accomplishment Report and Evaluation Report shall be prepared in the i) 1st Semester -- Cumulative Report for the period January to December of the ti) 2nd Semester -- Semestral Report for the period January to June of the current following manner: Year. previous year:

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

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

JiI. GUIdELiNES And PrOCEdUrES

A. The foilowing are the guidelines and procedures in the preparation and submission of accomplishment and evaluation reports.

1.Revenue District Offices, Regional Divisions, LT District Offices, LTVATAU and

LTCED shall: 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-LIS. applicable Operational KPI using the prescribed format in Annex B.

2. Regional Director and ACIR-LIS shall: 2.1 Consolidate the Accomplishment Reports per KPl 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 Mo.

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3. Assistant Commissioner/Measure Owner shall:

3.1 Monitor the timely submission of Accomplishment Report by all Regional

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

i) Score per KPI of RRs, Regional RDOs, LTS, LT District Offices, LTVATAU and are as follows:

LTCED; and ii) Ranking of offices. 3.3 Ensure the completeness and accuracy of the Accomplishment Repori

received from RRs and LTS; and 3.4 Submit the Evaluation Report per KPi to the ACIR-Pianning 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 Evaluation Report. 4.? Prepare the consolidated Evaluation Report which contains the overall

ratings of RRs, LTS, and RDOs 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 submitted in

accordance with the following schedules:

Report Submitted By Submitted To Due Date of Submission.

(Annex B) Accomplishment Operational KP! (Annex C) Accomplishment Consolidated Report on KP! Report per RDOs Regional Directors Chief, Regional Divisions and LT District Offices. LTVATAU and LICED and ACIR-LTS MO concerned Commissioner, LTS (ACIRs) Regional Director concerned Assistant of the following year Semestral Report: On or before January 25 of the following year Semestral Report: On or before July 25 On or before July 30 On or before January 31 Annual Report: Annual Report:

Evaluation (Annex D) Report on KP! Measure Owners (ACIRs) ACIR-PMS PPD Attention: Chief. On or before August 25 Semestral Report: of the following year Annual Report: On or before February 25

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Report. Submitted By Submitted To Due Date of Submission

Report on KPIs Consolidated (Annex E) Evaluation ThrU: PPD ACIR-PMS CIR All DCIRs Semestral Report: On or before Sept. 25 Annual Report: On or before March 25 of

the following year

Iv. REPEALING CLAUSE

This Order supersedes Revenue Memorandum Order No. 18-2021, and all other issuances or portions thereof inconsistent herewith.

V. EFFECTIVITY

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

Caesar R. dulay Commissioner of Internal Revenue

Dy

B - 1 MARISSA CCABREROS Deputy Commissioner Offico-in-Charge ga} Group 03 4 6

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