RMO No. 13-2017 — Prescribes the guidelines and procedures in the preparation and submission of Accomplishment Reports in compliance with the FY 2017 Performance-Based Bonus (PBB) requirements Digest | Full Text

REPUBLIC OF THE PHILIPPINES April 11, 2017 DEPARTMENT OF FINANCE BUREAU OF INTERNAL REVENUE Quezon City REVENUE MEMORANDUM ORDER NO. 13-2017 TO : All Revenue Officials Concerned SUBJECT : Prescribing the Guidelines on the Compliance on the Grant of the FY 2017 Performance-Based Bonus (PBB) Requirements per Administrative Order No. 25 Inter-Agency Task Force Memorandum Circular No. 2017-1 I. OBJECTIVES This Order is issued to: 1. Prescribe the guidelines and procedures in the preparation and submission of Accomplishment Reports in compliance with the FY 2017 Performance-Based Bonus requirements per AO 25 IATF MC No. 2017-1. 2. Ensure timely preparation and submission of the PBB requirements by the concerned Offices. II. GUIDELINES AND PROCEDURES 1. The Planning and Management Service (PMS), through Planning and Programming Division (PPD), shall prepare the following matrices using the Forms prescribed in the AO 25 IATF MC No. 2017-1 dated March 9, 2017: 1.1 Form A � Department/Agency Performance Accomplishment 1.2 Form A1 � Details of Bureau/Office Performance Indicators and Accomplishments 2. The PPD and Personnel Division shall prepare Form 1.0 - Report on Ranking of Offices/Delivery Units. 3. Forms A, A1, and 1.0 shall be submitted to the AO 25 Secretariat. The AO 25 Secretariat shall then endorse the submitted Forms to the oversight/validating agencies for review/evaluation on or before January 31, 2018. 1

4. The Offices responsible shall prepare and submit annual accomplishment report to PMS, through PPD on or before January 8, 2018, relative to the following performance indicators: *For Collection Performance and Growth deadline shall be on or before March 12, 2018. Performance Indicators (PIs) Responsible Office(s) Major Final Output (MFO) *Collection Service � a.) Collection Performance Revenue Accounting Division (RAD) (Actual Collection over Assigned Goal) b.) Collection Growth (Collection this Year less Collection last Year over Collection last Year) Support to Operations (STO) a.) QMS Certification (for at least one core Client Support Service process certified by any international certifying body accredited by the International Accreditation Forum members) or ISO-aligned documentation of its QMS for one core process General Administration and Support Services (GASS) a.) Budget Utilization Rate (BUR) Finance Service - Budget a.1 Obligation BUR Division (BD) and Accounting a.2 Disbursements BUR Division b.) Quarterly Submission of Budget and Financial Finance Service - BD Accountability Reports (BFARs) to COA and Planning and Management DBM Service � Planning and Programming Division (PPD) c.) Full Compliance with at least 30% of the prior Finance Service � Accounting year's COA audit recommendations Division (AD) 5. For performance indicators under GASS, the following reports are required to be submitted by the Offices responsible to the Validating Agency within the prescribed deadlines: Reports Responsible Submitted to Submission Office(s) Validating Deadline Agency Submission of FY 2017 Administrative On or before Annual Procurement Plan Service - Directly to April 15, 2017 (APP)-nonCSE approved Procurement Government by the Head of Procuring Division (PD) Procurement Policy 2 Entity (HOPE) Board (GPPB)- Technical Support Office (TSO), copy furnish PPD

Reports Responsible Submitted to Submission Office(s) Validating Deadline Submission of Quarterly Agency Reports on Budget and Finance Service - Q4 of 2016 - On or Financial Accountability BD Directly to before Jan. 31, 2017 Reports (BFARs) Planning and Commission on Q1 - On or before Management Audit (COA) and Submission of FY 2016 Service � PPD Department of April 30, 2017 Financial Reports and Budget and Q2 - On or before Statements for National Collection Service Management Government and Regular � RAD (DBM) , copy July 31, 2017 Agency Books Finance Service furnish PPD Q3 - On or before Submission of FY 2016 � AD Directly to COA, Agency Procurement copy furnish PPD Oct.31, 2017 Compliance and Administrative Q4 - On or before Performance Indicators Service - PD Directly to System (APCPI) Self- Government Jan. 31, 2018 Assessment Results Human Resource Procurement Development Policy Board On or before Submission of FY 2016 Service - (GPPB)-Technical March 31, 2017 SALN Personnel Support Office Division (TSO) , copy On or before Submission of FY 2018 Administrative furnish PPD March 31, 2017 Annual Procurement Plan Service - PD Directly to for Common-Use respective SALN On or before Supplies and Equipment Finance Service - Repository April 30, 2017 (APP-CSE) AD Agencies Submission of Report on On or before Ageing of Cash Advance Administrative Directly to DBM- November 30, Liquidation (with Service - PD Procurement 2017 November 15, 2017 as Service, copy cut-off) furnish PPD On or before Submission of Letter of November 30, Explanation/Justification Directly to the 2017 if unable to update/post respective COA in PhilGEPS (for Resident Auditor, On or before transactions above copy furnish PPD December 1, P1,000,000 with Nov. 15, 2017 2017 as cut-off) Directly to AO25 IATF Secretariat, copy furnish PPD 3

Reports Responsible Submitted to Submission Office(s) Validating Deadline Submission of Report on Agency Compliance with 30% of Finance Service � On or before the Audit AD Directly to AO25 December 31, Recommendations as IATF Secretariat, 2017 shown in the Status of Client Support copy furnished Implementation of Prior Service � Public Sector Head and Year's Recommendations Information and RMBO, PFMS, in the Annual Audit Education both of COA, Report Division (PIED) copy furnish PPD Submission of report on all improvements made Client Support Directly to Civil On or before by the agency to Service � Service December 31, implement CSC Taxpayer Service Commission, copy 2017 Memorandum Circular Programs furnish PPD No. 14 s. 2016 Monitoring Submission of Certified- Division (TSPMD) Directly to GQMC Not later than true copy of the Agency's thru DBM December 31, ISO QMS Certificates Secretariat- 2017 Systems and Productivity Improvement Bureau, copy furnish PPD 6. To attain 100% compliance on Good Governance Conditions (GGCs) set by IATF under Section 5.0 of MC No. 2017-1, the following responsible Offices shall prepare and post the following GGCs for validation of the Validating Agency. Good Governance Responsible Posting of Report Posting Conditions (GGCs) Office(s) Deadline Posting of Agency Administrative GPPB website to Not later than (1) Transparency Seal Service - PD be validated by month after the FY 2017 Annual GPPB-TSO, DBM- issuance of the PS MC No. 2017-1 Procurement Plan (APP-nonCSE) 4

Good Governance Responsible Posting of Report Posting Conditions (GGCs) Office(s) BIR Website and Deadline DBM URS to be Budget and Finance Service - validated by DBM Q4 of 2016 - On or Financial BD and COA before Jan. 31, 2017 Accountability Planning and Q1 - On or before Reports Management BIR Website to be Service - PPD validated by April 30, 2017 FY 2013 to FY 2017 DBM-Office of Q2 - On or before FAR No. 1: SAAOBDB Planning and the Chief Management Information July 31, 2017 FY 2013 to FY 2017 Service - PPD thru Officer (OCIO) Q3 - On or before Summary Reports on Internal Disbursements Communications BIR Website to be Oct.31, 2017 Division (ICD) validated by DBM- Q4 - On or before FY 2013 to FY 2017 Finance Service - Organization, BAR No.1 � Quarterly BD Position, Jan. 31, 2018 Physical Reports of Classification and Operations/Physical Planning and Compensation On or before Plan Management Bureau October 1, 2017 Service - PPD BIR Website to be Agency's Mandate, validated by On or before Vision, Mission Planning and Presidential October 1, 2017 and List of Officials Management Communications Service - Operations Office On or before DBM Approved PPD thru ICD BIR Website to be October 1, 2017 Budget and validated by Targets for FY Legal Service DBM-OCIO On or before 2017 December 31, Client Support 2017 Projects, Programs Service � and Activities, TSPMD thru ICD Beneficiaries, and Status of Implementation for FY 2017 Agency System of Ranking Delivery Units Freedom of Information (FOI) Manual ISO QMS Certification 5

Good Governance Responsible Posting of Report Posting Conditions (GGCs) Office(s) Deadline Posting of FY 2016 Administrative GPPB website to On or before APCPI Self-Assessment Service - PD be validated by March 31, 2017 Results GPPB-TSO, DBM- PS On or before Posting of Citizen's or Client Support BIR Website to be October 1, 2017 Service Charter or its Service � validated by Civil equivalent PIED thru ICD Service On or before Commission December 31, Posting of all Administrative PhilGEPS, to be 2017 Invitations to Bids and Service - PD validated by Awarded Contracts in Concerned PhilGEPS the PhilGEPS Regional Offices III. REPEALING CLAUSE This order supersedes Revenue Memorandum Order No. 60-2016 and all other issuances or portions thereof inconsistent herewith are hereby repealed, amended or modified accordingly. IV. EFFECTIVITY This Order shall takes effect immediately. (Original Signed) CAESAR R. DULAY Commissioner of Internal Revenue B-1 6