BLGF Citizen's Charter 2.2 Edition 2021

2021 BLGF CITIZEN'S CHARTER 2.2 EDITION 2021 1. Mandate Under EO No. 127, the Bureau of Local Government Finance is mandated to perform the following functions: HTcADC Assist in the formulation and implementation of policies on local government revenue administration and fund management; Exercise administrative, technical supervision and coordination over the treasury and assessment operation of local government; Develop or implement plans and programs for the improvement of resource management systems, collection enforcement mechanisms and credit utilization schemes at the local levels; Provide consultative services and technical assistance to the local government and general public on local taxation, real property assessment and other related matters; Exercise line supervision over its Regional Offices and the local treasury and assessment and other related matters; and Perform such other appropriate tasks or functions as may be assigned by the Secretary of Finance or Undersecretary for Revenue Operations. 2. Vision Empower local government units to attain fiscal sustainability through a responsive Bureau of Local Government Finance 3. Mission Statement The Bureau of Local Government Finance aims to improve the quality of local government finance through the following: Assist in the formulation and issue sound policies on local taxation, revenue administration and public finance management; Conduct of effective supervision and extensive coordination with local treasury and assessment offices; Render timely and efficient assistance to the Secretary of Finance in the processing of appointments, designations and personnel action of all local treasurers and assistant local treasurers; Develop, implement, and timely monitor relevant plans and programs on resource management system, collection enforcement and credit financing; and Provide appropriate consultative services and technical assistance on local taxation, real property assessment and other related matters. CAIHTE 4. Service Pledge We, the Officials and Employees of the Bureau of Local Government Finance, commit to: Build and institutionalize a culture of Excellence, Competence, Professionalism, and Dedication to public service. A continuing challenge for us to ensure that our institution has the skills, the right values and perspective in the way of doing business; Lead by example the observance of ethical standards for public servants with indubitable integrity and spirituality that we may increase confidence of the general public in the government system; Generate and promote good relationship with the transacting public through prompt action, transparency and utmost courtesy as enshrined in our Citizen's Charter; and Focus on our clients and practice greater sensibility to their priorities and services required. LIST OF SERVICES EXTERNAL SERVICES Simple Transactions Receipt of Incoming Documents Release of Outgoing Documents Request for Certified Copy of Records Request for Information through FOI Request for Clearance on Administrative Cases of Local Treasurers/Assistant Treasurers Authority to Purchase of Community Tax Certificate (CTC) from the Bureau of Internal Revenue (BIR) Sale of Bid Documents Electronic Processing of Requests for Authentication of Signature of Local Treasurers for the Purchase of Community Tax Certificate (CTC) from the Bureau of Internal Revenue (BIR) Complex Transaction Request for Authority to Conduct Training/Workshop aScITE Request for Issuance of Special Personnel Orders for Designation of Local Treasurers/Assistant Treasurers Request for Designation/Detail/Reassignment of Local Treasurers/Assistant Treasurers Request for Authority to Travel Abroad Request for Approval of Retirement/Resignation of Local Treasurers/Assistant Treasurers Payment to Service Providers for Services Rendered Processing of Resignation to the Continuing Professional Development Training Accredited by the Professional Regulation Commission (PRC) Training Implementation of the CPD Accredited by the PRC Request for LGU Debt Data (LGU Outstanding Balance) Issuance of Authority to Conduct Training/Workshop and Other Similar Activities Conduct of Continuing Professional Development (CPD) Program accredited by the Professional Regulation Commission (PRC) BLGF Implementation/Conduct of Continuing Professional Development (CPD) Program Accredited by the PRC Highly Technical Transactions Request for LGU Financial Data Request for Opinion on Local Treasury and Assessment Matters Request for Position Paper on Local Treasury, Assessment and Local Fiscal Administration Request for Issuance of Certificate of Net Debt Service Ceiling and Borrowing Capacity of LGUs Resolution/Confirmation of Administrative Complaints Resolution of Administrative Cases filed against Local Treasurers/Assistant Treasurers Implementation of Decisions on Administrative Cases of Local Treasurers/Assistant Treasurers Request for Dropping from the Rolls of Local Treasurers/Assistant Treasurers Request for Relief of Local Treasurers/Assistant Treasurers Request for Secondment of Local Treasury Officials Request for Certification of Average Annual Income (AAI) DETACa Highly Technical Transaction-Multi-Stage System Request for Release of ALRF Loan Processing of Appointments of Local Treasurers and Assistant Local Treasurers Certification of SMV Review and Recommendation of Zonal Values to Executive Director Feedback Submission and Processing Complaints Filing and Processing List of Central Officers and Regional Officers EXTERNAL SERVICES Simple Transactions Receipt of Incoming Documents This covers the receipt of incoming documents from external clients. Office or Division: AFMS/Administrative Division (Records Section) Classification: Simple Type of Transaction: G2B, G2C, G2G Who may avail: All ( e.g. , Government Agencies, LGUs, Taxpayers, Corporations, General Public) CHECKLIST OF REQUIREMENTS WHERE TO SECURE Documents/Letter for submission CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit the documents and receive the stamped receiving copy of the documents Walk-in/Personal Delivery Verify pertinent details such as signature of the sender and name of the addresses, stamped received the receiving copy and returned to the client None 15 minutes Admin Assistant Proceed to Recording/Barcoding Send through email Email Monitor incoming emails. Acknowledge receipt of email and print the document/letter. All official emails should be sent to [emailprotected] None 20 mins emails received 4:00 PM onwards and Sat and Sun will be acknowledged and forwarded to concerned office on the following working day Admin Assistant Proceed to Recording/Barcoding Send through mail/courier Postal Office Pickup and receive the parcels/envelopes from the post office by affixing signature to the delivery receipt. Endorse documents to Admin Assistant (Records Receiving Officer). Pickup from Post Office at 9:00 AM daily None 15 minutes Admin Aide II Proceed to Recording/Barcoding Courier Receive the parcels/envelopes from the courier by affixing signature to the delivery receipt None 15 minutes Admin Assistant Recording/Barcoding: Opens envelope, attach CCS, affix barcode and classify the documents received. Encode details in the Document and Archiving System (DMAS). Print the list of incoming documents None 30 minutes Admin Assistant Forward emails/Deliver the physical documents to the Office of the Executive Director or concerned recipient/s, except for the following: Appointments and designation to (Administrative Division) LGU application for CNDSC/BC: to LDMED None 1 hour 10 minutes: 7:00 to 9:00 AM: (set for 9:30 AM delivery); 9:01 to 11:00 AM (set for 11:30 AM delivery); 11:01 AM to 1:00 PM (set for 1:30 PM delivery); 1:01 to 3:00 PM (set for 3:30 PM delivery); 3:01 PM onwards (8:00 AM next working day delivery) Admin Assistant TOTAL 2 hours Release of Outgoing Documents This procedure covers the recording, release and delivery of outgoing documents to proper recipients. HEITAD Office or Division: AFMS/Administrative Division (Records Section) Classification: Simple Type of Transaction: G2B, G2C, G2G Who may avail: All ( e.g. , Government Agencies, LGUs, Taxpayers, Corporations, General Public) CHECKLIST OF REQUIREMENTS WHERE TO SECURE Identification Card Person authorized to receive Authorization letter with photocopy of ID with signature Recipient CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Upon receipt of documents for release from the BLGF office/division/unit concerned, record documents received in the logbook, check completeness of the attachments, segregate original copies from Duplicate, Original for release; Duplicate for archiving None 20 minutes Administrative Officer V Release documents through: Client informs the Customer Assistance Desk to pick up documents; then proceed to Records Section Pick-up Verify identification, authorization if the receiver is not the requesting party None 20 minutes Administrative Officer I/Recipient Acknowledge receipt of the document/s requested by affixing his/her signature over printed name on the receiving copy and indicate the date of receipt Receive documents from Post Office Postal Office Address the envelope and enclose the documents. For bulk mail, prepare a list of outgoing mails, paste the stamp issued by the post office to each mail which corresponds as its registry number. The post office personnel shall acknowledge receipt, affix initial and indicate the date of receipt. In case of single mail, the post office will issue Registry Receipt Number None 4 hours 7:00 to 10:00 delivery 11:00 AM 11:01 to 3:00 PM delivery 4:00 PM 3:01 PM onwards next day (9:00 AM) delivery Admin Officer I Admin Aide II Receive documents from Courier Courier indicate the address of the recipients in the sticker and attach to the envelope with the same address. Courier acknowledge receipt of mails by issuing a receipt for each mail. Note: Sending to the Regional Offices of hard copies of documents: twice a week. Other recipients: daily at 3:00 PM. Documents received from 3:01 PM onwards are released to courier the next day None 2 days 7 hours 40 minutes Admin Officer I Admin Aide II Acknowledge receipt of delivered/picked-up documents by affixing signature to the receiving copy Delivery-DOF Acknowledge receipt by affixing signature to the BLGF receiving copy None 4 hours 7:00 to 10:00 delivery 11:00 AM 11:01 to 3:00 PM delivery 4:00 PM 3:01 PM onwards next day 9:00 AM delivery Admin Aide II Acknowledge receipt of delivered/picked-up documents by affixing signature to the receiving copy Delivery-NCR Receiving Officer acknowledge receipt by affixing signature to the BLGF receiving copy None 1 day 7:00 AM to 12:00 NN (delivery 1:00 PM) 12:01 to 5:00 PM (delivery next day 1:00 PM) Admin Aide II Acknowledge receipt of communications received via email Email document/letter to the sender None 2.5 hours 7:00 to 9:00 AM (9:30 AM-email) 9:01 to 11:00 AM (11:30 AM email) 11:01 AM to 1:00 PM (1:30 PM email) 1:01 to 3:00 PM (3:30 PM email) 3:01 PM onwards (8:00 AM next working day) Administrative Officer V TOTAL Maximum of 3 days Receipt of Freedom of Information Request This procedure implements Secs. 8 and 16 of E.O. 2 which covers the access and disclosure and timely release of data, information and records under the control and custody of the BLGF. aDSIHc Office or Division: AFMS/Administrative Division (Records Section) Classification: Simple Type of Transaction: G2B, G2C, G2G Who may avail: All ( e.g. , Government Agencies, LGUs, Taxpayers, Corporations, General Public) CHECKLIST OF REQUIREMENTS WHERE TO SECURE Valid ID Client FOI Request Form Records Section CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit to the Records Section the FOI Request Form Receive accomplished FOI request form, encode in the DMAS and attached CCS and forwards to the FOI Receiving Officer (FRO) None 20 minutes Admin Assistant/ FOI Receiving Officer Acknowledge receipt by affixing signature to the list of Incoming Documents. Verify proof of identification and evaluate the request. In case of an invalid request, inform the requesting party on the concern None 20 minutes FOI Receiving Officer (FRO) For valid request, retrieve the information requested and forward it to the Decision Maker. In case the information requested is not available, inform the requestor. None 2 days FRO Review/validate whether to approve or deny the request None 30 minutes Decision Maker Prepare transmittal letter on action taken for signature of the Decision Maker None 20 minutes FOI Receiving Officer Received documents depending on the clients' preferred mode of communication, i.e. , email, courier, etc. Release documents through preferred mode of client None 4 hours FOI Receiving Officer TOTAL: 2 days 5 hours 30 minutes Lodge the request through e-FOI portal Accept eFOI request. Request lodged 4:00 PM onwards and Saturday and Sunday will be accepted on the next working day. None 20 minutes FOI Receiving Officer Verify proof of identification and evaluate the request. In case of an invalid request, inform the requestor as to the reason of denial. None 20 minutes FOI Receiving Officer For valid request, forwards to the Decision Maker for review and approval None 20 minutes FOI Receiving Officer Reviews and retrieve the information requested. Decision Maker may request the assistance of the staff for the retrieval of the information requested (in case of voluminous records, the DM may request extension of time to comply (maximum of seven days)) None 2 days Decision Maker Received documents depending on the clients' preferred mode of communication, i.e. , email, courier, etc. Send reply through eFOI portal or through preferred mode of reply of the requestor. In case of clarification and denial, inform the requestor through eFOI portal. None 4 hours Decision Maker (eFOI Portal/email) FOI Receiving Officer (Pickup/Mail) Total 2 days 5 hours Request for Certified Copy of Records for Legal Purposes This covers the issuance of Certified True Copies of records under the control and custody of BLGF. ATICcS Office or Division: AFMS/Administrative Division (Records Section) Classification: Simple Type of Transaction: G2B, G2C, G2G Who may avail: All ( e.g. , Government Agencies, LGUs, Taxpayers, Corporations, General Public) CHECKLIST OF REQUIREMENTS WHERE TO SECURE Documents/Letter indicating the purpose of the request Client Valid ID Client Authorization Letter (if the receiver is not the requesting party) Requestor CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Send through mail/email or submit personally the request indicating the purpose to the Records Section Attach CCS and affix barcode. Encode details in the Document and Archiving System (DMAS). Forwards to OED. Personal delivery stamped received the receiving copy and return to the client. Received from post office/courier if send through mail. Acknowledge receipt if send through emails. None 15 minutes Admin Assistant Acknowledge receipt by affixing signature to the list of incoming documents None 5 minutes Receiving Officer-OED Assigns and forwards to the Office/Division concerned None 20 minutes OED Acknowledge receipt by affixing signature to the logbook None 5 minutes Receiving Office-concerned Office/Division Request retrieval of records None 5 minutes Action Officer Photocopy the requested documents None 30 minutes Action Officer Stamp "Certified True Copy/Photocopy from File" and affix signature None 20 minutes Administrative Officer V Prepare transmittal letter and forwards to the concerned Division Chief for initial with the attached certified documents None 20 minutes Action Officer Review, approve and affix initial to the transmittal letter and forwards to the Office of the Service Director for review and approval None 30 minutes Division Chief/Records Officer of concerned Division Acknowledge receipt by affixing signature to the logbook None 5 minutes Receiving Officer of concerned Office of the Service Director Review, approve and affix initial to the transmittal letter and forwards to the Office of the Office of the Executive Director for review and approval None 30 minutes Service Director Acknowledge receipt by affixing signature to the logbook None 5 minutes Receiving Officer of concerned Office of the Executive Director Review, approve and affix initial to the transmittal letter and forwards to the Division concerned None 30 minutes Executive Director/Receiving Officer Acknowledge receipt by affixing signature to the logbook None 5 minutes Receiving Officer of concerned Division Forwards to the Records Section for release None 5 minutes Receiving Officer of concerned Division Acknowledges receipt by affixing signature to the logbook None 5 minutes Records Section Administrative Officer I Acknowledge receipt of delivered/picked-up documents by affixing signature to the receiving copy or receive documents from post office in case document sent through post office Release documents (See procedure Release of Outgoing Documents) None 4 hours Total 2 days 7 hours 55 minutes Request for Authority to Purchase Community Tax Certificate (CTC) Form from Bureau of Internal Revenue (BIR) The BLGF issues Authority to Purchase Community Tax Certificate form from the BIR before an LGU can procure. Request for Authority to Purchase CTC must be accompanied by a Purchase Order (PO) duly signed by the local treasurer, and shall be acted upon by the LGUOS Service Director or the LTOD Division Chief. ETHIDa Office or Division: LGU Operations Service/Local Treasury Operations Division (LTOD) Classification: Simple Type of Transaction: G2G Who may avail: Local Government Units CHECKLIST OF REQUIREMENTS WHERE TO SECURE Purchase Order duly accomplished by the local treasurer LGU CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submits duly accomplished request for CTC and Purchase Order Receives, records and delivers request and purchase order None 15 minutes Admin Aide II Forwards the request and purchase order to the LTOD None 15 minutes Admin Aide II Records and validates the purchase order. Verifies the authenticity of the signature of the local treasurer by comparing it with the specimen signature on file. None 15 minutes Administrative Aide/LTOO I Prepares Authority to Purchase CTC from BIR None 10 minutes Administrative Aide/LTOO I Forwards the draft Authority to Purchase CTC to Division Chief None 5 minutes Administrative Aide/LTOO I Reviews and Approves Authority to Purchase CTC from BIR None 15 minutes Division Chief/Director II (Service Director) Receives the approved Authority to Purchase CTC and forwards to Central Records officer for release None 5 minutes Administrative Aide/LTOO I Records the Authority to Purchase CTC from BIR None 10 minutes Administrative Aide II Releases the Authority to Purchase CTC from BIR None 20 minutes Administrative Aide II Total 1 hour 50 minutes Sale of Bid Documents The Bureau of Local Government Finance (BLGF) strictly implements the Government Procurement Reform Act (RA 9184). The Sale of Bid Document is open to all interested bidders. Interested parties may purchase Bid Document from the Procurement Unit. TIADCc Office or Division: Administrative, Financial and Management Service (AFMS)/Administrative Division-Procurement Unit Classification: Simple Type of Transaction: G2C Who may avail: Interested Bidders CHECKLIST OF REQUIREMENTS WHERE TO SECURE Authorization in the form of Notarized Authorization Letter or Special Power of Attorney from the owner/proprietor of the business Client Company-issued ID card and any National Government-issued ID Client CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submits written request, authorization to purchase Bid Documents and valid IDs Receives request and authorization to purchase Bid Document and valid IDs None 10 minutes Administrative Officer V/Administrative Officer III-Procurement Unit Verifies the identity of the bearer of the documents None 5 minutes Administrative Officer V/Administrative Officer III-Procurement Unit Prepares and issues Order of Payment None 5 minutes Administrative Officer V/Administrative Officer III-Procurement Unit Forwards the Order of Payment to the client None 5 minutes Administrative Officer V/Administrative Officer III-Procurement Unit Receives Order of Payment and proceeds to the Cashier to transact payment Reviews Order of Payment None 5 minutes Cashier Receives payment and issue Official Receipt to the Client None 5 minutes Cashier Approves Authority to Purchase CTC from BIR None 15 minutes Director II (Service Director) Receives Official Receipt and presents to Procurement Unit Receives and records the Official Receipt information None 5 minutes Administrative Officer V/Administrative Officer III-Procurement Unit Releases Bid Document to the Client None 5 minutes Administrative Officer V/Administrative Officer III-Procurement Unit Receives Bid Document and affixes signature Records OR information and client's signature in logbook None 5 minutes Administrative Aide II Total 50 minutes Electronic Processing of Requests for Authentication of Signature of Local Treasurers for the Purchase of Community Tax Certificate (CTC) from the Bureau of Internal Revenue The BLGF authenticates the signature of the local treasurer in the requests of LGUs to purchase Community Tax Certificates (CTC) from the Bureau of Internal Revenue. The requests must be accompanied by a Purchase Order (PO) duly signed by the local treasurer, and shall be acted upon by the LGUOS Director or the LTOD Division Chief. cSEDTC Office or Division: LGUOS/Local Treasury Operations Division (LTOD) Classification: Simple Type of Transaction: 1. Government to Government (G2G) 2. Government to Business (G2B) Who may avail: Local Government Units LGUs CHECKLIST OF REQUIREMENTS WHERE TO SECURE 'Purchase Order duly accomplished by the local treasurer LGU 'Handwriting and Specimen Signature (BIR Form no. 78-A) Download from www.blgf.gov.ph/rapaf/ CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE 1. Local Treasurers with Updated Handwriting and Specimen Signature Prepare a PDF copy of the duly signed Purchase Order (PO) with complete details and submit the request through www.blgf.gov.ph/rapaf/ 'LTOD validates the attached PO. Verifies the authenticity of the signature of the local treasurer by comparing it with the specimen signature on file and prepares Indorsement to the BIR None 15 minutes Administrative Aide VI; LTOO I, LTOO II, LTE II 'LTOD approves the Indorsement to the BIR, if found sufficient. Otherwise, the local treasurer will be notified of the deficiency of compliance None 10 minutes LGUOS Service Director/Division Chief 'LTOD releases the Indorsement to the BLGF Central Records by email None 5 minutes LTOO II 'BLGF Central Records releases indorsement to the BIR through email, copy furnished the LGU concerned None 5 minutes Central Office Records Officer TOTAL 40 minutes 2. For Newly Appointed or Designated Local Treasurers Outside NCR '(a) Download the Handwriting and Specimen Signature Card from BLGF website www.blgf.gov.ph/rapa '(b) Accomplish form and submit with the duly signed PO to the respective BLGF Regional Office through email '(c) BLGF Regional Office verifies the Handwriting and Specimen Signature and if found sufficient, endorses the same through the BLGF Central Records, copy furnished LTOD and the LGU concerned '(d) Newly appointed or designated local treasurer shall proceed with its request for authentication of signature through www.blgf.gov.ph/rapaf/ upon receipt of the Indorsement from the BLGF Regional Office 'Once the BLGF Central Office receives the request of the newly appointed or designated local treasurer, the aforementioned Agency Action shall be observed '3. For Newly appointed or designated Local Treasurers in the NCR '(a) Download and accomplish the Handwriting and Specimen Signature Card from the BLGF website www.blgf.gov.ph/rapaf/ (b) Accomplish the form and submit together with the duly signed PO to the LTOD, BLGF Central Office through email 'Once the BLGF Central Office receives the request of the newly appointed or designated local treasurer in the NCR, the aforementioned Agency Action shall be observed Total 40 minutes Registration to the Continuing Professional Development Program Offered by the Bureau of Local Government Finance (BLGF) For more than thirty (30) years now, the Bureau of Local Government Finance (BLGF) has been providing technical assistance through various capacity building programs to assessors and treasurers to local government units (LGUs). With the effectivity of Republic Act No. 9646 or the Real Estate Service Act (RESA), and in the exercise of our mandate, the Bureau has been accredited by the Professional Regulation Commission (PRC) as Institutional Continuing Professional Development (CPD) Provider to offer training courses to appraisers and assessors of the regional offices and local government units. In line with this, the BLGF is offering various courses on assessment and valuation. AIDSTE Office or Division: LGUOS/Capacity Building Division Classification: Complex Type of Transaction: G2C Who may avail: All government and private assessors and appraisers, and Interested individuals CHECKLIST OF REQUIREMENTS WHERE TO SECURE Online registration by interested participants Through the BLGF Website (CPD Offerings) CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Attendees' fill-up online registration form Send Acknowledgement Letter/Slot confirmation together with the payment details via provided email address None 1 day Training Specialist I Upon receiving confirmation of a training slot and payment details, registrants may now proceed payment of training fee. Client After payment is made, attendee shall scan the deposit slip with the printed name of the registrant and email to [emailprotected] Send receipt of acknowledgment for payment of training fee via email Training fee (may vary) 1 day Training Specialist I Prepare and forward the list of paid registrants with the copy of deposit slips to Cashier for the issuance of official receipts None 1 day Training Specialist I Prepare official receipt for training fee per participant None 1 day Cashier Present an original copy of deposit slip together with the acknowledgment letter at the training venue. (Applicable for on-site training only) Verify deposit slip and acknowledgment letter presented. Issues official receipt None 1 day Training Specialist and Training Assistant TOTAL 7 days Review of QRRPA Office or Division: LGUOS/Local Assessment Operations Division (LAOD) Classification: Highly Technical Type of Transaction: G2G Who may avail: NCR City/Municipality Assessor Office and BLGF RO CHECKLIST OF REQUIREMENTS WHERE TO SECURE 1 QRRPA Report submitted by NCR-LGUs and RO From the submitting party/client Relevant supporting documents as mentioned in the letter-request CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE All reports submitted by NCR-LGUs in the eSRE are automatically registered in the system for monitoring. 1.1. Generate the following information from eSRE system in preparing QRRPA Report: a. No. of RPUs (Per Classification) b. Land Area (Per Classification) c. Market Value (Per Kind and Classification) d. Assessed Value (Per Kind and Classification) e. Tax Rate/Rate of Levy f. Tax Collectible 2. Review the QRRPA report submitted by the NCR LGUs for checking and approval at Central Reviewer Level (see Guidelines on the Approval of QRRPA) a. Land Area b. Real Property Unit (RPU) c. Market Value (MV) d. Assessed Value (AV) e. Tax Rate (Basic Rate and SEF) f. General Revision 3. All properties with findings not in compliance with the criteria are subject to rejection of the reviewer unless supported by an explanation on the PCM Approval section of the LIFT System, specifically stating the reason behind the findings. 4. Prepare a cover memo of the report. 5. For the late or non-submission of QRRPA, prepare a letter to LGU reminding compliance to QRRPA. None 60 minutes AO Records the draft cover memo, and compliance letter to LGU prepared by AO None 5 minutes AA Reviews/revises the draft action None 1 day (DC)/OIC Chief Records the instruction of the DC/AC None 5 minutes AA Finalizes the draft action None 10 minutes AO Reviews the finalized draft action None 15 minutes (DC)/OIC Chief Records and transmits the finalized draft action None 5 minutes AA Refer to Procedure on Outgoing of Documents Receives, records and photocopies the approved/signed action and releases to Records Section None 30 minutes AA Records Section receives and records the approved/signed action and releases to the concerned party (by mail/pickup) None 10 minutes Receiving/ Releasing Clerk Total 1 day 2 hours and 20 minutes EXTERNAL SERVICES Complex Transactions Issuance of Authority to Conduct Training and Other Similar Activities such as Workshops/Seminars/Conferences of Local Treasurers and Assessors The conduct of capacity building and development programs for local treasurers and assessors including their assistants requires prior review and approval of the BLGF Central Office. All requests for the conduct of capacity building in the form of training, workshops, seminars, conferences, and other similar activities shall be issued to an Authority to Conduct the said Activity. BLGF Regional offices and organizations of local treasurers and assessors such as PHALTRA and its attached organizations, PACTAP, PAAO, MUNTAP, PAMAS, REGATA, among others are directed to secure approval of the BLGF Executive Director before the conduct of the same. SDAaTC Office or Division: LGUOS/Capacity Building Division Classification: Complex Type of Transaction: G2G; G2B Who may avail: BLGF Regional Offices, Local Treasurers and Assessors Organizations and LGUs CHECKLIST OF REQUIREMENTS WHERE TO SECURE In case the conducting party is the BLGF Regional Office, Letter Request for Authority to Conduct the Training. In case of LGUs and Other Organization, Indorsement Letter from the BLGF Regional Office concerned; enclosed letter request of the LGU or the Association Requesting party List of Speakers and their qualifications Requesting party Training/Workshop/Seminar Design Requesting party CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit letter request for Authority to Conduct training and other similar activities, together with the complete documentary requirements, at least thirty (30) days prior to the conduct of said activity. (In case of LGUs and Other Organization, Indorsement Letter from the BLGF Regional Office concerned ; enclosed letter request of the LGU or the Association) Receive and record letter request for Authority to Conduct training and other similar activities together with the documentary requirements; and assign to Division concerned None 1 day Records Officer/Receiving Clerk Receive and record letter request for Authority to Conduct training together with the documentary requirements; and assign to Action Officer None 1 day Training Specialist I Check and evaluate completeness, correctness and orderliness of submitted letter request and documentary requirements. None 1 day Training Specialist I, II, III/ PEO II Prepare BLGF CB Authority and Memorandum to requesting party. For incomplete requirements, prepare communication for compliance to documentary requirements. None 1 day Training Specialist I, II, III/PEO II Review the BLGF CB Authority, Memorandum and documentary requirements and affix initial None 1 day Division Chief Record the action taken and forward the BLGF CB Authority and Memorandum together with the documentary requirements to the Office of the Service Director (OSD). None 1 day Training Specialist I Review the BLGF CB Authority, Memorandum and documentary requirements and affix initial. If found in order, forward it to the Office of the Deputy Executive Director. None 2 days Service Director Review the BLGF CB Authority, Memorandum and documentary requirements and affix initial. If found in order, forward to the Office of the Executive Director None 2 days Deputy Executive Director Review the BLGF CB Authority, Memorandum and documentary requirements and approve. None 3 days Executive Director Refer to procedure on "Outgoing Documents" Release/send and copy furnish the CBD of the approved action, to the concerned party by email/mail None 1 day Records Officer TOTAL 15 days Processing Disbursement Vouchers for the Payment of Goods and Services Rendered Processing of the disbursement vouchers for payment of claims on goods and services rendered. HTcADC Office or Division: Administrative, Financial and Management Service (AFMS)/Financial Management Division Classification: Complex Type of Transaction: G2G, G2B, G2C Who may avail: Third party suppliers/service providers CHECKLIST OF REQUIREMENTS WHERETO SECURE 1. Claim for Subscriptions a. Telephone Landlines: Statement of Account/Billing b. Internet package Service Firewall, Antivirus, etc. Small Value Procurement: (i) Statement of Account/Billing; (ii) Purchase/Job Order and/or (iii) 3 years Contract under MYOA; (iv) Abstract of Quotation; (v) Signed Supplier's Quotation; (vi) Invitation/Notice of Quotation; (vii) PhilGEPS Advertisement/Reply; (viii) Purchase Request Procurement above 1 million (BID): (i) Statement of Account/Billing; (ii) Approved Contract/PO (3 years Contract Under MYOA); (iii) Bid Eval/Abstract of Bids; (iv) Bidding Documents; (v) Invitation/Notice of Bids; (vi) PhilGEPS Advertisement/Reply; (vii) Copy of APP; (viii) Purchase Request c. Newspaper in General Circulation: Statement of Account 2. Goods and Services a. Goods, Supplies and Materials Statement of Account/Invoice Delivery Receipts/Invoice Inspection and Acceptance Report Purchase Order Inventory Custodian Slip (adv) Abstract of Quotation (sm val) Invitation/Notice of Quotation Approved Purchase Request Copy of APP b. Janitorial/Security Services Statement of Account/Invoice Inspection and Acceptance Report Certificate of Satisfactory Performance Certificate of remittances of mandatory contributions deducted from payroll salaries Purchase/Job Order Abstract of Quotation (sm val) c. Hotels/Convention Statement of Account/Invoice Approved Activity Report Attendance Sheets Purchase Order Abstract of Quotation (sm val) Invitation/Notice of Quotation Office Order to conduct activity Training design Approved purchase request Copy of APP Client CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submits the Statement of Account with complete supporting documents Receive Statement of Account, Invoice for payment and evaluation of supporting documents per Document Checklist None 15 minutes Administrative Assistant III Prepare Disbursement Voucher reflecting the computation for taxes to be withheld and assigned with corresponding accounting entries for review and validation by the accountant None 1 hour Administrative Assistant III Prepared Disbursement Voucher with computation of taxes withheld will be attached with Certificate of Creditable Taxes (2307 and 2306) for signature by the accountant None 10 minutes Accountant III Validate DV, nature of transactions, and the accompanying documentary requirements with all originals attached, check assigned accounting entries and extended amounts, forwards to Budget Unit for funding/issuance of Obligation Request Status (ObRS) None 30 minutes Accountant III Budget Unit receives DV with attached supporting documents and verifies the inclusion of activity from the Budget Program and Approved Procurement Plan for funding, for validation by Budget Officer III None 30 minutes Budget Officer I Validate the transaction in the DV if included in Budget Program and APP for Funding and Obligation, prepare and issue Certificate of Obligation Request and Status (ObRS), certify by BO III initialed by BO I, and forward to Accounting Unit for processing None 1 hour Budget Officer III Budget Officer I Accounting Unit receives DV from Budget Unit, verify and validate information in the ObRS, and APP; Accountant certify and sign Box B of DV for funds available/documents complete/purpose it served None 30 minutes Accountant III The Division Chief review and sign or initial in the DB for routing to concerned approving officials None 1 hour Division Chief Record in logbook and release to concerned approving officials None 5 minutes Administrative Assistant III Office of Director of AFMS receives the DV with complete attachments, review and initial for the approving official, box C of DV, and forward to the Office of the DED for initial in Box C None 1 day AFMS Secretary Office of the DED receives the DVs for review initial in Box C None 1 day DED Secretary Office of the approving officials (Exec. Director) receives the DV, reviews, sign and approves the DV for payment None 1 day Executive Director Financial Management Division receives duly signed and approved DV, forwards to the Cash Section for ADA or Check Payment None 5 minutes Administrative Assistant III Total 3 days, 5 hours and 8 minutes Note: The Service Provider will receive payment from BLGF Cashier (Disbursement Process for Claims) Request for LGU Debt Data (LGU Outstanding Balance) Providing LGU debt data using reports submitted by Government Financial Institution and other lending institutions. CAIHTE Office or Division: Local Fiscal Policy Service (LFPS)/Local Debt Monitoring and Evaluation Division (LDMED) Classification: Complex Type of Transaction: G2G, G2C Who may avail: NGAs, Senate, Congress and other stakeholders CHECKLIST OF REQUIREMENTS WHERE TO SECURE Letter or email request Submission to BLGF CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Send letter request for LGU Debt data Receive, record and number the letter request for debt data None 5 minutes Records Officer (Records Section) Receive the request for data None 5 minutes Administrative Aide II (Office of the Executive Director) Designate the request to the division concerned for appropriate action None 30 minutes Executive Director Record and receive the request for data None 10 minutes Administrative Aide VI/Loan Examiner II Designate an action officer to accommodate the data request None 10 minutes Fiscal Examiner V Action Officer processes and analyzes the data request None 5 days Loan Examiner II, III, and IV The process data will be forwarded to the Division Chief for review None 2 hours Fiscal Examiner V Action officer edits action based on the comments of the Division Chief None 30 minutes Loan Examiner II, III, and IV Receive and record the draft data to be forwarded to the Office of the Service Director None 5 minutes Administrative Aide VI/Loan Examiner II Receive and record the draft data None 5 minutes Administrative Aide VI The draft data will be reviewed and vetted by the Service Director None 2 hours Director II, LFPS Action officer edits action based on the comments of the Service Director None 1 hour Loan Examiner II, III, and IV Receive and record the draft data to be forwarded to the Office of the Deputy Executive Director None 5 minutes Administrative Aide VI/Loan Examiner II Receive and record draft data None 5 minutes Administrative Aide VI The draft data will be reviewed and vetted by the Deputy Executive Director None 4 hours Deputy Executive Director III Action Officer edits action based on the comments of the Deputy Executive Director None 1 hour Loan Examiner II, III, and IV Receive and record the draft data to be forwarded to the Office of the Executive Director None 5 minutes Administrative Assistant (Office of the Executive Director) The draft data will be reviewed and vetted by the Executive Director None 1 day Executive Director Action Officer edits action based on the comments of the Executive Director None 5 minutes Loan Examiner II, III, and IV Approval of the draft data None 1 day Executive Director Release, if signed/approved the requested data/position paper, to the Records Section None 5 minutes Administrative Assistant Receive signed/approved requested data/position paper None 5 minutes Administrative Officer II Received requested data Release of signed/approved requested data/position paper to the requesting party None 10 minutes Administrative Officer II Total 7 days Request for Confirmation of Designation of Local Treasurers and Assistant Local Treasurers This covers the confirmation of Regional Special Personnel Orders issued by the BLGF Regional Office for the designation of Acting/OIC/ICO Local Treasurers/Assistant Treasurers in local government units outside of the National Capital Region (NCR). aScITE Office or Division: Bureau of Local Government Finance-Administrative Division Classification: Complex Type of Transaction: G2G Who may avail: Local Treasurers/Assistant Treasurers (Province/City/Municipality), LGU outside NCR, Regional Office CHECKLIST OF REQUIREMENTS WHERE TO SECURE For Original Designations: Indorsement from the BLGF Regional Office 1 Original Copy BLGF Regional Office and BLGF Central Office Original Regional Special Personnel Order 2 Original Copies BLGF Regional Office Original Recommendation Letter of the Provincial Treasurer in the case of designation of a Municipal Treasurer or Assistant Municipal Treasurer 1 Original Copy and 1 Photocopy Provincial Treasurer's Office Original Recommendation Letter of the Provincial Treasurer or City Treasurer in the case of Assistant Provincial Treasurer or Assistant City Treasurer 1 Original Copy and 1 Photocopy Provincial Treasurer's Office Letter of Recommendation of the Local Chief Executive 1 Original Copy and 1 Photocopy Local Chief Executive Notarized Certification of the Local Chief Executive that he/she is not related with designee within 4th degree of affinity or consanguinity 1 Original Copy and 1 Photocopy Local Chief Executive/LGU Updated Personal Data Sheet (PDS) with updated service record 1 Original Copy and 1 Photocopy Designee Certified True Copy of the Latest Approved Appointment of the Designee 1 Original Copy and 1 Photocopy Designee Certified True Copy of Civil Service Commission (CSC) 1 Original Copy and 1 Photocopy Designee Certified True Copy of Academic Transcript of Records (authenticated by the School/University) 1 Original Copy and 1 Photocopy Designee Certified True Copy of Detail Order (if designee comes from another Office/LGU) 1 Original Copy and 1 Photocopy From Mother LGU Certified True Copy of Plantilla of the Concerned Treasury Office with indicated Salary Grade and CSC Eligibility of the incumbent 1 Original Copy and 1 Photocopy HRMO of concerned LGU Certified True Copy of Plantilla of the Originating Office/LGU (if designee comes from another Office/LGU) 1 Original Copy and 1 Photocopy HRMO of concerned LGU Certificate of no pending administrative case from the CSC 1 Original Copy and 1 Photocopy Designee For Extension of Designations: Indorsement from the BLGF Regional Office 1 Original Copy BLGF Regional Office Original Regional Special Personnel Order 2 Original Copies BLGF Regional Office Original Recommendation letter of the Provincial Treasurer in the case of designating a Municipal Treasurer or Assistant Municipal Treasurer 1 Original Copy and 1 Photocopy Provincial Treasurer's Office Original Recommendation letter of the Provincial Treasurer or City Treasurer in the case of Assistant Provincial Treasurer or Assistant City Treasurer 1 Original Copy and 1 Photocopy Provincial Treasurer's Office Letter of Recommendation of the Local Chief Executive 1 Original Copy and 1 Photocopy Local Chief Executive Updated Personal Data Sheet (PDS) with updated service record 1 Original Copy Designee Certified True Copy of the Previously Confirmed RSPO 1 Photocopy Administrative Officer of Regional Office Screenshot or printed copy of ADMS with the name of the designee appearing therein 1 Photocopy Administrative Officer of Regional Office CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit letter request with complete documentary requirements to the BLGF Regional Office Issue Regional Special Personnel Order (RSPO) for the designation of Acting/OIC/ICO Local Treasurer/Assistant Treasurer Refer to Regional Office process on issuance of RSPO Regional Office sends the RSPO with supporting documents for confirmation Receive mailed or personally delivered documents, record and affix barcode, route to ADMIN Records Officer None 2 hours Records Officer (Central Office) Record and route to Administrative Officer/HRMO None 30 minutes Administrative Assistant Review and evaluate submitted documents None 1.5 days Administrative Officer V/HRMO V Comply with requirements Send Notification of Deficiency to BLGF Regional Office (Administrative Officer/HRMO). If applicable (through email). If complete and compliant, evaluate the RSPO and facilitate confirmation Review and countersign Confirmation of Designation None 1.5 hours Chief Administrative Officer Route to AFMS Director None 30 minutes Administrative Assistant Review and countersign Confirmation of Designation None 2 hours AFMS Director Route to Deputy Executive Director None 30 minutes Administrative Assistant Review and countersign Confirmation of Designation None 2 hours Deputy Executive Director Route to Office of Executive Director None 30 minutes Administrative Assistant Receive and record documents and route to OED reviewer None 30 minutes OED Records Officer Review documents and route to Executive Director None 30 minutes OED Staff Confirms the Designation None 2 days Executive Director Clear for release of Confirmed Designation None 20 minutes OED Staff Affix date on the document None 20 minutes OED Staff Affix OED control number, seal and hologram, scan documents and route to Action officer None 30 minutes OED Records Officer Collate the confirmed designation documents for transmittal to the Regional Office None 2 hours Administrative Officer Prepare Memo transmitting the confirmed designation/s to the concerned Regional Office None 2 hours Administrative Officer V/HRMO Review and countersign the Transmittal memo None 1 hour Chief Administrative Officer Route to AFMS Director None 30 minutes Administrative Assistant Review and countersign the transmittal memo None 1 hour AFMS Director Route to Deputy Executive Director None 30 minutes Administrative Assistant Review and countersign the transmittal memo None 1 hour Deputy Executive Director Route back to Action officer None 30 minutes Administrative Assistant Collate documents attached to the Confirmed Designation/Transmittal Memo None 1 hour Administrative Officer V/HRMO Route to Records Section None 20 minutes Administrative Assistant Receive the confirmed designation Release transmittal memo and confirmed designation None 1 day Records Officer (Releasing) Total 7 days Acceptance of Resignation/Retirement of Local Treasurers and Assistant Local Treasurers This covers the acceptance of Resignations and Retirement of Local Treasurers/Assistant Treasurers. Office or Division: Bureau of Local Government Finance-Administrative Division Classification: Complex Type of Transaction: G2G Who may avail: Local Treasurers/Assistant Treasurers (Province/City/Municipality) CHECKLIST OF REQUIREMENTS WHERE TO SECURE Indorsement from the BLGF Regional Office 1 Original Copy BLGF Regional Office and BLGF Central Office Indorsement from the Provincial Treasurer, in the case of Municipal Treasurers 1 Original Copy Provincial Treasurer's Office Indorsement of the Local Chief Executive 1 Original Copy Local Chief Executive concerned Letter request of the treasurer stating the date of resignation 1 Original Copy Applicant/Treasurer Certification that applicants have no pending administrative/criminal complaint/case 1 Original Copy BLGF Regional Office and BLGF Central Office Clearance of money, property and work-related accountabilities (CSC Form No. 7, s. 2017) 1 Original Copy Applicant CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit request with complete documentary requirements Refer to the Regional Office process for Indorsement of Request Regional Office sends the required documents for the acceptance of resignation of Local Treasurers Receive mailed or personally delivered documents requesting acceptance of resignation (official/personal) None 2 hours Records Officer (Central Office) Record documents and route to the Executive Director None 10 minutes OED Records Officer Indicate directive to AFMS Director None 2 hours Executive Director Route to ADMIN Records Officer None 20 minutes OED Records Officer Record and route to Chief Administrative Officer (CAO) None 20 minutes Administrative Assistant Endorse to the Action Officer for appropriate action None 45 minutes Chief Administrative Officer Review and evaluate submitted documents: None 1.5 days Administrative Officer V/HRMO Request applicant to comply with requirements Send Notification of Deficiency to BLGF Regional Office (Administrative Officer/HRMO), if applicable (through email). If complete and compliant, prepare and accomplish a request for Certification of No Pending Case from the Legal Service. Prepare the indorsement/Acceptance of ement, with attachments, for signature of the Executive Director Review and countersign Indorsement/Acceptance of Resignation/Retirement None 45 minutes Chief Administrative Officer Route to AFMS Director None 20 minutes Administrative Assistant Review and countersign Indorsement/Acceptance of Resignation/Retirement None 45 minutes AFMS Director Route to Deputy Executive Director None 20 minutes Administrative Assistant Review and countersign Indorsement/Acceptance of Resignation/Retirement None 45 minutes Deputy Executive Director Route to Office of Executive Director None 20 minutes Administrative Assistant Receive and record documents and route to OED reviewer None 30 minutes OED Records Officer Review documents and route to Executive Director None 30 minutes OED Staff Approves the Indorsement/Acceptance of Resignation/Retirement None 2 days Executive Director Clear for release of Indorsement/Acceptance of Resignation/Retirement None 10 minutes OED Staff Affix date on the document None 10 minutes OED Staff Affix OED control number, seal and hologram, scan documents and route to Administrative Officer/HRMO None 30 minutes OED Records Officer Collate documents for transmittal to the Local Treasurer/Assistant Local Treasurer, copy furnished the Regional Office and the Local Chief Executive. Route to Administrative Assistant None 1 hour Administrative Officer Route to Records Section None 20 minutes Administrative Assistant Receive Indorsement/ Acceptance of Resignation/ Retirement Release transmittal Indorsement/Acceptance of Resignation/Retirement to the Local Treasurer, copy furnished the Regional Office and Local Chief Executive, by mail, email, courier or pickup None 1 day Records Officer (Releasing) Total 6 days, 7 hours and 5 minutes Recommendation for the Issuance of Designation/Detail/Reassignment Order for NCR Local Treasurers This covers the indorsement by BLGF to the Secretary of Finance for the issuance of Department Personnel Order for the designation of an Acting/OIC/ICO treasurer in NCR LGUs and the detail/reassignment of regularly appointed local treasurers and assistant treasurers in NCR to another station, subject to the recommendation of the concerned local chief executive. DETACa Office or Division: Bureau of Local Government Finance-Administrative Division Classification: Complex Type of Transaction: G2G Who may avail: Local Government Units CHECKLIST OF REQUIREMENTS WHERE TO SECURE For Original Designations Letter of recommendation to the Local Chief Executive 1 Original and 1 Photocopy Local Chief Executive Notarized Certification of the Local Chief Executive that he/she is not related with designee within 4th degree of affinity or consanguinity 1 Original and 1 Photocopy Local Chief Executive/LGU Updated Personal Data Sheet (PDS) with updated service record 1 Original and 1 Photocopy Designee Certified True Copy of the Latest Approved Appointment of the designee 1 Original and 1 Photocopy Designee Certified True Copy of Civil Service Commission (CSC) 1 Original and 1 Photocopy Designee Certified True Copy of Academic Transcript of Records (authenticated by the School/University) 1 Original and 1 Photocopy Designee Certified True Copy of Detail order (if designee comes from another Office/LGU) 1 Original and 1 Photocopy From Mother LGU Certified True Copy of Plantilla of the Concerned Treasury Office with indicated Salary Grade and CSC Eligibility of the incumbent 1 Original and 1 Photocopy HRMO of concerned LGU Certified True Copy of plantilla of the originating Office/LGU (if designee comes from another Office/LGU) 1 Original and 1 Photocopy HRMO of concerned LGU Certificate of no pending administrative case from the CSC 1 Original and 1 Photocopy Designee For Extension of Designation Letter of Recommendation of the Local Chief Executive 1 Original and 1 Photocopy Local Chief Executive Updated Personal Data Sheet (PDS) with updated service record 1 Original Designee Certified True Copy of the Previously confirmed RSPO 1 Photocopy Administrative Officer of Regional Office For Detail/Reassignment Letter of Recommendation of the Local Chief Executive 1 Original Copy Local Chief Executive Consent of the Local Treasurer to be detailed, for extended detail 1 Original Copy Local Treasurer CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit recommendation/indorsement of the LCE with the supporting documents Receive and record mailed or personally delivered documents, affix barcode and route to the OED None 2 hours Records Officer (Central Office) Record and transmit documents to ED for notation None 20 minutes OED Records Officer Instructions from the Executive Director None 1 day Executive Director Route to Administrative Officer None 20 minutes OED Records Officer Route to Chief Administrative Officer None 20 minutes ADMIN Records Officer Route to Action Officer None 15 minutes Chief Administrative Officer Resubmit documentary requirements Review and evaluate submitted documents: Send Notification of Deficiency to the Designee/Treasurer, if applicable (through email). If complete and compliant, prepare Department Personnel Order and Memorandum for the Secretary of Finance, with Notification to LGU on the status of the request. None 2 days Administrative Officer/HRMO Review and countersign DPO and Memorandum None 45 minutes Chief Administrative Officer Record documents and route to AFMS Director None 20 minutes ADMIN Records Officer Review and countersign the DPO/memo to SOF None 45 minutes AFMS Director Record documents and route to DED None 45 minutes ADMIN Records Officer Review and countersign the DPO/memo to SOF None 45 minutes Deputy Executive Director Route to OED for signature None 30 minutes ADMIN Officer Records Countersign DPO and sign Memorandum to SOF None 2 days Executive Director Affix date of signing, OED control number, seal and hologram, scan documents and route to Records None 30 minutes OED Records Officer Receive Notification on the status of request Record and release Notification to LGU and DPO, Memo with supporting documents to DOF records None 30 minutes Records Officer (releasing) End of Process Total 6 days 20 minutes Note: The approved DPO by the Secretary of Finance shall be transmitted to the LGU through the BLGF Central Office. For disapproved DPOs, the LGU shall be notified accordingly. Release transmittal letter to the Local treasurer and Local Chief Executive, by mail, email, courier or pickup None 30 minutes Records Officer (Releasing) Collate documents for transmittal, prepare transmittal letter to the Local treasurer, copy furnished the regional office and the Local Chief Executive None 1 hour Administrative Officer/HRMO Review transmittal letter and countersign None 45 minutes Chief Administrative Officer Route to AFMS Director None 20 minutes Administrative Assistant Review and countersign transmittal letter None 45 minutes AFMS Director Route to Deputy Executive Director None 20 minutes Administrative Assistant Review and sign transmittal letter None 30 minutes Deputy Executive Director Route to Records Section None 20 minutes Administrative Assistant Receive Travel Authority Release transmittal letter and Travel Authority to the Local Treasurer, copy furnished the Regional Office and Local Chief Executive, by mail, email, courier or pickup None 1 day Records Officer (Releasing) Total 6 days 3 hours 25 minutes Recommendation to the Civil Service Commission (CSC) for the Extension of Service of Local Treasurers This covers the indorsement by BLGF to the CSC for the extension of service of local treasurers and assistant treasurers beyond compulsory retirement. HTcADC Office or Division: Bureau of Local Government Finance-Administrative Division Classification: Complex Type of Transaction: G2G Who may avail: Local Government Units, Local Treasurers, BLGF Regional Office CHECKLIST OF REQUIREMENTS WHERE TO SECURE Letter request of the BLGF Regional Director 1 Original Copy BLGF Regional Office Recommendation/Consent of the Local Chief Executive 1 Original Copy LGU concerned Medical Certificate issued by a government physician (CSC Form 211) 1 Original Copy Licensed Government Physician Certified True Copy of Certificate of Live Birth authenticated by the Philippine Statistics Authority (PSA) 1 Original Copy Philippine Statistics Authority Certified of no pending administrative/criminal case 1 Original Copy BLGF Regional and Central Office Service Record 1 Original Copy HR of the LGU concerned Clearance of no pending administrative case from CSC and the Office of the Ombudsman 1 Original Copy CSC and Office of the Ombudsman LGUs Plantilla of Personnel 1 Original Copy HRM Officer Updated Personal Data Sheet 1 Original Copy Local Treasurer concerned Latest approved appointment 1 Certified True Copy Local Treasurer concerned Copy of proof of payment of the filing fee (Official Receipt/Postal Check) CSC Performance ratings during two (2) consecutive semesters before retirement 1 Certified True Copy HR of the LGU concerned CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit indorsement of the Regional Directors with the supporting documents Receive and record mailed or personally delivered documents, affix barcode and route to the ADMIN None 2 hours Records Officer (Central Office) Record and transmit documents to ED for notation None 20 minutes OED Records Officer Instructions from the Executive Director None 1 day Executive Director Route to Administrative Officer None 20 minutes OED Records Officer Route to Chief Administrative Officer None 20 minutes ADMIN Records Officer Route to Action Officer None 15 minutes Chief Admin Officer Re-submit required documents Evaluate submitted documents: Send Notification of Deficiency to RO, if applicable (through email/telephone). If complete and compliant, prepare the Indorsement to CSC recommending the extension of service of the concerned treasurer/assistant treasurer None 2 days Administrative Officer Review and initial by CAO None 45 minutes Chief Admin Officer Route to AFMS Director None 20 minutes Administrative Assistant Review and countersign recommendation for the extension of service None 45 minutes AFMS Director Route to Deputy Executive Director None 20 minutes Administrative Assistant Receive and record documents and route to OED reviewer None 30 minutes OED Records Officer Review documents and route to Executive Director None 30 minutes OED Staff Sign the recommendation for the extension of service None 2 days Executive Director Clear for release of Extension of Service None 10 minutes OED Staff Affix date on the document None 10 minutes OED Staff Affix date of signing, OED control number, seal and hologram, scan documents and route to Records Section None 30 minutes OED Records Officer Collate documents for transmittal to Civil Service Commission, copy furnished the Regional Director, the Local Chief Executive and concerned Local Treasurer None 1 hour Administrative Officer/HRMO Route to Records Section None 20 minutes Administrative Assistant Receive copy of Indorsement to CSC Release documents for extension of service to the Civil Service Commission, by delivery; send copies of the indorsement to the BLGF Regional Office, Local Chief Executive, and the Local Treasurer None 1 day Records Officer (Releasing) End of Process Total 6 days 45 minutes Note: The CSC Resolution granting or not granting the request for the extension of service of the local treasurer shall be transmitted to the LGU through the BLGF Central and Regional Office Preparation of Referral/Indorsement The Local Treasury Operations Division (LTOD) is one of the divisions under the Local Government Unit Operations Service (LGUOS). The division prepares referrals on queries relative to real property tax collection, business tax and other local treasury operations of LGUs. All referrals shall be approved by the Executive Director. CAIHTE Office or Division: LGUOS/Local Treasury Operations Division (LTOD) Classification: Complex Type of Transaction: G2G Who may avail: BLGF Regional Office, LGU (Province/City/Municipality) Treasurer's Office CHECKLIST OF REQUIREMENTS WHERE TO SECURE 1. Letter request of the BLGF Regional Director 2. Relevant supporting documents as mentioned in the letter request From the requesting party/client CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit to BLGF Records Section letter-request together with all the supporting documents Records Section receives, records and transmits the request with supporting documents (Refer to Receipt of Incoming Documents procedure) None 10 minutes Receiving/Releasing Clerk Receives and records the letter-request together with all the supporting documents None 10 minutes Administrative Aide (AA) Refers to instruction of the SD; reviews the letter-request and assigns to Action Officer None 5 minutes Division Chief (DC)/OIC Chief Records the name of AO and instruction of the DC/AC None 5 minutes Action Officer (AO) Studies/evaluates, checks completeness of requirements submitted, research and drafts appropriate action None 6 days AO Records the draft action None 5 minutes AA Reviews/revises the action None 1 day DC/OIC Chief Records the instruction of the DC/OIC Chief None 5 minutes AA Finalizes the draft action None 10 minutes AO Reviews the finalized action None 15 minutes DC/OIC Chief Records and transmits the finalized preliminary action None 5 minutes AA Refer to Procedure on Outgoing Documents None Records Section releases/sends the approved/signed action to the concerned party (by mail/pickup) None 10 minutes Records receiving/Releasing Clerk Total 7 days 1 hour and 35 minutes Request for LGU Debt Data (LGU Outstanding Balance) Providing LGU debt data using reports submitted by Government Financial Institutions and other lending institutions aScITE Office or Division: Local Fiscal Policy Service/Local Debt Monitoring and Evaluation Division (LDMED) Classification: Complex Type of Transaction: G2G; G2C Who may avail: NGAs, Senate, Congress, and other Stakeholders CHECKLIST OF REQUIREMENTS WHERE TO SECURE Letter or email request Submission to BLGF CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Send letter request for LGU debt data Receives, records and numbers the letter request for debt data None 10 minutes Records Officer (Records Section) Receives the request for data None 10 minutes Administrative Aide II (Office of the Executive Director) Designates the request to the division concerned for appropriate action None 30 minutes Executive Director Records and receives the request for data None 10 minutes Administrative Aide VI/Loan Examiner II Designates an action officer to accommodate the data request None 10 minutes Fiscal Examiner V Action Officer processes and analyzes the data request None 3 days Loan Examiner IV, III and II The process data will be forwarded to the Division Chief for review None 2 hours Fiscal Examiner V Action officer edits action based on the comments of the Division Chief None 30 minutes Loan Examiner IV, III and II Receives and records the draft data to Service Director None 10 minutes Administrative Aide VI/Loan Examiner II The draft data will be reviewed and vetted by the Service Director None 4 hours Director II, LFPS Action officer edits action based on the comments of the Service Director None 1 hour Loan Examiner IV, III and II Receives and records the draft data to Deputy Executive Director None 1 hour Deputy Executive Director III Action Officer edits action based on the comments of the Deputy Executive Director None 10 minutes Loan Examiner IV, III and II Receives and records the draft data to Executive Director None 10 minutes Administrative Assistant (Office of the Executive Director) The draft data will be reviewed and vetted by the Executive Director None 1 day Executive Director Action Officer edits action based on the comments of the Executive Director None 10 minutes Loan Examiner IV, III and II Approval of the draft data None 1 day Executive Director Release if signed position paper to the Records Section None 10 minutes Administrative Assistant Receive requested data Release of signed position paper for the Records Section to the requesting party None 10 minutes Administrative Officer II (Records Section) Total 7 days Conduct of Orientation-Workshop on Assessment Loan Revolving Fund (ALRF) Projects and the Preparation of Project Study and Action Plan (PSAP) ALRF is a revolving fund managed by the Bureau of Local Government Finance (BLGF) as a loan facility for LGU's Tax Mapping projects, periodic Revision of Real Property Assessments, and other real property assessment programs in order to maximize revenues from real property taxation. DETACa The conduct of orientation-workshop on the preparation of PSAP is part of the process and requirements in availing loans funded under the ALRF. Office or Division: LGUOS/Project Execution Management Division (PEMD) Classification: Complex Type of Transaction: G2G Who may avail: All provinces, cities, and municipalities or all local government units LGUs CHECKLIST OF REQUIREMENTS WHERE TO SECURE Letter confirmation to attend orientation-workshop Applicant LGU CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit letter confirmation to attend the orientation-workshop on Assessment Loan Revolving Fund (ALRF) Projects and the preparation of PSAP Receives, records and releases to PEMD the Letter Confirmation (Refer to Receipt of Incoming Documents procedure) None 30 minutes Records Unit-Receiving Clerk Prepare Notice of Meeting for the conduct of Orientation-workshop None 10 minutes Action Officer Review and initial/sign the Notice of Meeting None 5 minutes Division Chief Review and initial/sign the Notice of Meeting None 5 minutes Service Director Sign the Notice of Meeting None 10 minutes DED Prepare logistical and equipment requirements (Refer to Request for Petty Cash procedure) None 3 days and 4 hours LGUOS Conduct Orientation-Workshop on ALRF Projects and the preparation of PSAP Target output of the orientation is a draft Project Study and Action Plan (PSAP) None 1 day LGUOS Presentation and critique of the Draft PSAP None 15 minutes after the conduct of orientation LGUOS Finalize PSAP for BLGF's approval None 2 days Applicant LGU Total 7 days Request for Release of Funds Representing 50% of the Approved Loan under ALRF-Funded Project (1st Tranche) ALRF is a revolving fund managed by the Bureau of Local Government Finance (BLGF) as a loan facility for LGU's Tax Mapping projects, periodic Revision of Real Property Assessments, and other real property assessment programs in order to maximize revenues from real property taxation. All LGU applications for loans under Assessment Loan Revolving Fund (ALRF) shall be reviewed and processed by the Project Execution and Management Division (PEMD) and approved by the BLGF Executive Director. All LGU applications shall be submitted to PEMD for review and processing. HEITAD Office or Division: LGUOS/Project Execution Management Division (PEMD) Classification: Complex Type of Transaction: G2G Who may avail: All provinces, cities, and municipalities or all local government units (LGUs) CHECKLIST OF REQUIREMENTS WHERE TO SECURE 1. Approved Project Study and Action Plan (PSAP) BLGF and Applicant LGU 2. Signed Contract of Loan BLGF and Applicant LGU 3. Letter Request BLGF and Applicant LGU CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit letter request for release of funds (First Tranche) representing 50% of the approved loan with attached complete documentary requirements Receives, records and releases to PEMD the letter request for the release of funds (First Tranche) representing 50% of the approved loan with attached complete documentary requirements (Refer to Receipt of Incoming Documents procedure) None 30 minutes Records Unit-Receiving Clerk Prepare a cover memorandum and a directive for the Financial and Management Division (FMD) for the release of funds None 15 minutes Action Officer Review and endorse the Request for Release of Funds and initial/sign the cover Memo and directive Memo for FMD None 2 hours Division Chief Review and recommend/sign cover Memo and initial/sign the directive memo for FMD None 2 hours Service Director Recommend the release of funds and initial/sign the directive Memo for FMD None 2 hours DED Sign the directive Memorandum for FMD for the release of funds (1st Tranche) None 2 days Executive Director Record and release the directive memorandum for the release of funds to FMD for payment and PEMD for file None 5 minutes Records Unit-Admin. Aide II Facilitate the release of funds (Refer to Preparation of Disbursement Voucher procedure) None 2 days FMD Process and release Check/Loan to LGU (Refer to Disbursement procedure); Release copy to PEMD for file None 2 days Cashier III Prepare letter to LGU informing the release of funds (1st Tranche) None 5 minutes Action Officer Record and release Transmittal Letter informing of the release of funds and the prosecution of the project shall be started not later than 60 days from date of receipt of the amount (Refer to Transmittal Letter procedure) None 2 days Records Unit-Admin. Aide II Receive BLGF Action None 2 days Applicant LGU Total 7 days Registration in the Continuing Professional Development Program Offered by the Bureau of Local Government Finance (BLGF) For more than thirty (30) years now, the Bureau of Local Government Finance (BLGF) has been providing technical assistance through various capacity building programs to assessors and treasurers to local government units (LGUs). With the effectivity of Republic Act No. 9646 or the Real Estate Service Act (RESA), and in the exercise of our mandate, the Bureau has been accredited by the Professional Regulation Commission (PRC) as Institutional Continuing Professional Development (CPD) Provider to offer training courses to appraisers and assessors of the regional offices and local government units. In line with this, the BLGF is offering the following Courses: (1) Skills Development Training on the Updating of Schedule of Market Values (SMV) and Conduct of General Revision (GR); and (2) Training on the Philippine Valuation Standards, 2nd Edition 2018 among others. aDSIHc Office or Division: LGUOS/Capacity Building Division Classification: Complex Type of Transaction: G2C Who may avail: All government and private assessors and appraisers, and Interested individuals CHECKLIST OF REQUIREMENTS WHERE TO SECURE Online registration by interested participants Through the BLGF Website (CPD Offerings) CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Attendees' fill-up online registration form Send Acknowledgement Letter/Slot confirmation together with the payment details via provided email address. None 30 minutes before the end of the day Training Specialist I Upon receiving confirmation of a training slot and payment details, registrants may now proceed with making payments. After payment is made, attendee SCAN DEPOSIT SLIP with PRINTED NAME OF REGISTRANT and email to [emailprotected] Send receipt of acknowledgment for payment of training registration fee via email. Training registration fee varies on the no. of training days 1 day Training Specialist I Prepare a list of payments and print a copy of the deposit slip. Forward copy of list and deposit slip to the Cashier for issuance of official receipt None 1 day Training Specialist I Prepare official receipt for training registration fee per participant None 1 day Cashier Present original copy of deposit slip together with the acknowledgment letter at the training venue Verify deposit slip and acknowledgment letter presented. Issues official receipt. None 1 day Training Specialist and Training Assistant Attend scheduled training Conduct the training as scheduled None Per training schedule Resource Person, Training Specialist, Training Assistant TOTAL 4 days, 30 minutes Implementation/Conduct of Continuing Professional Development (CPD) Training Program Accredited by PRC For more than thirty (30) years now, the Bureau of Local Government Finance (BLGF) has been providing technical assistance through various capacity building programs to assessors and treasurers to local government units (LGUs). With the effectivity of Republic Act No. 9646 or the Real Estate Service Act (RESA), and in the exercise of our mandate, the Bureau has been accredited by the Professional Regulation Commission (PRC) as Institutional Continuing Professional Development (CPD) Provider to offer training courses to appraisers and assessors of the regional offices and local government units. In line with this, the BLGF is offering various courses on assessment and valuation. HTcADC Office or Division: LGUOS/Capacity Building Division Classification: Complex Type of Transaction: G2C, G2G Who may avail: All government and private assessors and appraisers, and Interested individuals CHECKLIST OF REQUIREMENTS WHERE TO SECURE Printed copy of acknowledgment letter BLGF Central Office Original copy of deposit slip Client CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Present an original copy of deposit slip together with the acknowledgment letter at the training venue. (Applicable for on-site training only). Verify deposit slip and acknowledgment letter presented. Issues official receipt. None 1 day Training Specialist and Training Assistant Attend scheduled training Conduct the training as scheduled None Per training schedule Resource Person, Training Specialist, Training Assistant TOTAL May vary depending on the training schedule EXTERNAL SERVICES Highly-Technical Transactions Request for Fiscal Data Providing LGU Financial Information using statistical method/s to stakeholders based on the Statement of Receipts and Expenditures (SRE) submitted by the local government units. CAIHTE Office or Division: LFDAD Classification: Highly Technical Type of Transaction: G2B, G2C, G2G Who may avail: Senate, Congress, NGAs, LGUs, GFIs, etc. CHECKLIST OF REQUIREMENTS WHERE TO SECURE Letter or email request Submission to BLGF CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submission of request Record and number the received request for data None 10 minutes Records Officer (Records Section) Receive the request for data None 10 minutes Administrative Aide II (Office of the Exec Director) Designate the request to the division concerned for appropriate action None 30 minutes Executive Director Record and receive the request for data None 10 minutes Administrative Assistant Designate an action officer to accommodate the data request None 30 minutes Financial Analyst V Action officer processes the data request None 6 days Financial Analyst IV/III/II/I Statistician III/II/I The processed data will be forwarded to the Division Chief None 1 day Financial Analyst V Action officer edits action based on the comments of the Division Chief None 1 day Financial Analyst IV/III/II/I Statistician III/II/I Receive and record the draft data to Service Director None 10 minutes Administrative Assistant (Office of LFPS Director) The draft data will be reviewed and vetted by the Service Director None 1 day Director II, LFPS Action officer edits action based on the comments of the Service Director None 1 day Financial Analyst IV/III/II/I Statistician III/II/I Receive and record the draft data to Deputy Executive Director None 10 minutes Administrative Assistant (Office of the Deputy Exec Director) The draft data will be reviewed and vetted by Deputy Executive Director None 1 day Deputy Executive Director III Action officer edits action based on the comments of the Deputy Executive Director None 1 day Financial Analyst IV/III/II/I Statistician III/II/I Receive and record the draft data to Executive Director None 10 minutes Administrative Assistant (Office of the Exec Director) The draft data will be reviewed and vetted by the Executive Director None 2 days Executive Director Action officer edits action based on the comments of the Executive Director None 2 days Financial Analyst IV/III/II/I Statistician III/II/I Approval of the draft data None 30 minutes Executive Director Release requested data to the Records Section None 30 minutes Administrative Assistant Received requested data Release of requested data for the Records Section to the requestor None 3 days Administrative Officer II (Records Section) Total 17 days, 3 hours Request for LGU Financial Data The service is to facilitate access/availment of information regarding LGU Financial Data incorporated in the eSRE report of the LGUs. The processing time indicated is as per document/data requested. aScITE Office or Division: Regional Office Classification: Complex Type of Transaction: G2G; G2C Who may avail: All (General Public, Taxpayers, LGUs, NGAs, GFIs, GOCCs, NGOs, etc.) CHECKLIST OF REQUIREMENTS WHERE TO SECURE Letter-request of LGU Financial Data CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submits request for LGU financial data Receives and records request of LGU Financial Data (Refer to process on receipt of Incoming Documents) None 35 minutes Administrative Officer I (Records Officer/Receiving Officer) Receives request together with the directive of Regional Director None 5 minutes FA/LTOO/Action Officer Prepares the requested LGU Financial Data. Prepares transmittal to LFDAD-Central Office for further verification/validation. Attaches and fills-up cleared for release slip None 2 days FA/LTOO/Action Officer Reviews/Approves/Signs the transmittal letter to the BLGF Central Office. Approves cleared for release slip None 15 minutes Regional Director Emails to LFDAD the advance copy of the requested data, Central Office to email back the validated data to the regional office None 15 minutes FA/LTOO/Action Officer Records and releases to the Central Office. (Refer to the process on release of outgoing documents) None 1 hour, 5 minutes Administrative officer I (Records Officer)/Administrative Aide IV LFDAD, BLGF transmits to the Regional Office the validated LGU Financial Data through email/mail Receives and records incoming validated LGU Financial Data (Refer to the process on receipt of incoming documents) None 35 minutes AO I (Records Officer)/Receiving Officer Receives the validated LGU Financial Data, directive of Regional Director None 5 minutes FA/LTOO/Action Officer Prints the validated LGU Financial Data and prepares a transmittal letter to the requesting party. Attaches and fills-up cleared for release slip. None 1 day FA/LTOO/Action Officer Reviews/Approves/Signs transmittal letter. Approves cleared for release slip None 15 minutes Regional Director Receives requested data Records and releases the requested data to the concerned party (Refer to the process on release of outgoing documents) None 1 hour, 5 minutes AO I (Records Officer)/Admin. Aide IV Total 3 days 4 hours 15 minutes End of Process Request for Opinion or Ruling on Local Treasury and Assessment Matters Preparation of opinion/policies/guidance notes/directives/systems and procedures or confirmatory rulings as requested by different stakeholders pertaining to the local treasury and assessment matters as based on Republic Act No. 7160, otherwise known as the Local Government Code of 1991, Local Finance Circulars (LFCs), Memorandum Circulars (MCs), and other relevant laws and issuances. DETACa Office or Division: Policy, Planning, Programming and Standards Division PPPSD Classification: Highly Technical applications/transactions 20 days Type of Transaction: G2B, G2C, G2G Who may avail: Private Institutions, Taxpayers, National Government Agencies (NGAs), LGUs and other key stakeholders CHECKLIST OF REQUIREMENTS WHERE TO SECURE Photocopy of documents which will support their representations in their letter request such as SEC Registration, Official Receipts, among others From the offices concerned from which supporting documents can be secured CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Transmits the request for opinion in the BLGF Records Section for designation Receives and records request for opinion with attachments for designation and appropriate action None 10 minutes Records Officer (Records Section) Receives the request for opinion to be assigned by the Executive Director None 10 minutes Administrative Aide II (Office of the Exec Director) Assigns the request to the Service/Division concerned for appropriate action None 30 minutes Executive Director Records and receives the request for opinion None 10 minutes Administrative Assistant (Office of the Exec Director) The request is forwarded to the Division Chief for assignment and further instructions None 30 minutes Chief Tax Specialist (PPPSD) The request is forwarded to the action officer for appropriate action (conduct of research, review of preceding opinions, discussion/presentation of the proposed action to the Division Chief) None 3 days Supervising Tax Specialist/Senior Tax Specialist/Tax Specialist II/Policy Dev't Officer II (PPPSD) The draft opinion is forwarded for review by the Division Chief for consideration None 1 day Chief Tax Specialist (PPPSD) Action officer edits/revises action based on the corrections/remarks of the Division Chief None 1 day Supervising Tax Specialist/Senior Tax Specialist/Tax Specialist II/Policy Development Officer II (PPPSD) Receives and records the draft opinion for review and consideration of the Service Director None 10 minutes Administrative Assistant (Office of the Director, LFPS) The draft opinion is forwarded for review by the Service Director for consideration None 1 day Director II, LFPS Action officer edits/revises action based on the correction/remarks of the Service Director None 1 day Supervising Tax Specialist/Senior Tax Specialist/Tax Specialist II/Policy Development Officer II (PPPSD) Receives and records the draft opinion for review and consideration of the Deputy Executive Director None 10 minutes Administrative Assistant The draft opinion is forwarded for review/consideration of the Deputy Executive Director None 1 day Deputy Executive Director III Action officer edits/revises action based on the correction/remarks of the Deputy Executive Director None 1 day Supervising Tax Specialist/Senior Tax Specialist/Tax Specialist II/Policy Development Officer II (PPPSD) If upon directive of superiors, the draft opinion is forwarded and recorded for legal review, comments and recommendations of the Legal Service None 10 minutes Administrative Officer I (Legal Service) Draft opinion is assigned by the Service Director for possible legal review None 10 minutes Director II, LEGAL Designated action officer drafts legal review of the draft opinion (conduct of research, review on preceding opinions, discussion/presentation of the proposed action to the Service Director) None 4 days Special Investigator III/II/Attorney V (LEGAL) 3 days Director II LEGAL Legal Review is forwarded to the Service Director for consideration None 1 day Director II LEGAL Legal review is transmitted to division concerned to incorporate the comments with the draft opinion None 10 minutes Administrative Officer I (LEGAL) Opinion of Legal will pass through OED (DED for Legal). Action officer to incorporate the comments of Legal in the draft. None 1 day Supervising Tax Specialist/Senior Tax Specialist/Tax Specialist II/Policy Development Officer II (PPPSD) Receives and records the draft opinion for review/consideration of the Executive Director None 10 minutes Administrative Aide II (Office of the Executive Director) The draft opinion is forwarded for review by the Executive Director for consideration None 1 day Executive Director Action officer edits/revises action based on the correction/remarks of the Executive Director None 1 day Supervising Tax Specialist/Senior Tax Specialist/Tax Specialist II/Policy Development Officer II (PPPSD) Approval/signature of the opinion None 30 minutes Executive Director Release of signed opinion to the Records Section None 30 minutes Administrative Assistant (PPPSD) Release of signed opinion from the Records Section to the requesting party None 8 days Administrative Officer I (Records Section) Total 20 days Request for Position Paper relative to Local Treasury, Assessment and Local Fiscal Administration Official Position papers as requested by the DOF, both Houses of Congress, NGAs, Oversight Agencies and other key stakeholders on proposed measures concerning local treasury, assessment and local fiscal administration. HEITAD Office or Division: Policy, Planning, Programming and Standards Division (PPPSD) Classification: Highly Technical applications/transactions (20 days) Type of Transaction: G2G Who may avail: DOF, Congress, NGAs, Oversight Agencies and other key stakeholders CHECKLIST OF REQUIREMENTS WHERE TO SECURE Bills, proposals and resolutions filed in both Houses of Congress; Proposals and Resolutions filed by NGAs and other oversight agencies House of Representatives Senate Congressional websites (congress.gov.ph/senate.gov.ph) CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Transmits the request for position paper in the BLGF Records Section for designation Receives and records request for position paper with copies of bills for designation and appropriate action None 10 minutes Records Officer (Records Section) Receives the request for position paper to be assigned by the Executive Director None 10 minutes Administrative Aide II (Office of the Executive Director) Assigns the request to the Service/Division concerned for appropriate action None 30 minutes Executive Director Records and receives the request for position paper None 10 minutes Administrative Assistant (Office of the Exec Director) Request is forwarded to the Division Chief for assignment and further instructions None 30 minutes Chief Tax Specialist (PPPSD) The request is forwarded to the action officer for appropriate action (conduct of research, review on preceding position papers, request for data simulation, discussion/presentation of the proposed action to the Division Chief) None 4 days Supervising Tax Specialist/Senior Tax Specialist/Tax Specialist II/Policy Development Officer III Request necessary data from LFDAD None 3 days Supervising Tax Specialist/Senior Tax Specialist/Tax Specialist II/Policy Development Officer III/LFDAD Draft position paper is forwarded for review of the Division Chief for consideration None 1 day Chief Tax Specialist Action officer edits/revises action based on the corrections/remarks of the Division Chief None 1 day Supervising Tax Specialist/Senior Tax Specialist/Tax Specialist II/Policy Development Officer II (PPPSD) Receives and records the draft position paper for review and consideration of the Service Director None 10 minutes Administrative Assistant (Office of the Director, LFPS) The draft position paper is forwarded for review by the Service Director for consideration None 1 day Director II, LFPS Action officer edits/revises action based on the correction/remarks of the Service Director None 1 day Supervising Tax Specialist/Senior Tax Specialist/Tax Specialist II/Policy Development Officer II (PPPSD) Receives and records the draft position paper for review and consideration of the Deputy Executive Director None 10 minutes Administrative Assistant The draft position paper is forwarded for review/consideration of the Deputy Executive Director None 1 day Deputy Executive Director III Action officer edits/revises action based on the correction/remarks of the Deputy Executive Director None 1 day Supervising Tax Specialist/Senior Tax Specialist/Tax Specialist II/Policy Development Officer II (PPPSD) Receives and records the draft position paper for review and consideration of the Executive Director None 10 minutes Administrative Assistant Draft position paper is forwarded for review by the Executive Director for consideration None 1 day Executive Director Action officer edits/revises action based on the correction/remarks of the Executive Director None 2 days Supervising Tax Specialist/Senior Tax Specialist/Tax Specialist II/Policy Development Officer II Approval of the draft position paper None 30 minutes Executive Director Release of signed position paper to the Records Section None 30 minutes Administrative Assistant Release of signed position paper from the Records Section to the requesting party None 3 days Administrative Officer I (Records Section) Total 18 days 2 hours 50 minutes Preparation of Complex Opinion (new) The Local Treasury Operations Division (LTOD) and the Local Assessment Operations Division (LAOD) are two of the divisions under the Local Government Units Operations Service (LGUOS). The LTOD prepares opinion/ruling on queries relative to real property tax collection, business tax and other matters on local treasury operations of LGUs; while LAOD prepares opinion/ruling on queries relative to property valuation, appraisal and assessment. All opinions/referrals shall be approved by the Executive Director. aDSIHc Office or Division: LGUOS/Local Treasury Operations Division (LTOD) LGUOS/Local Assessment Operations Division (LAOD) Classification: Highly Technical Type of Transaction: G2G Who may avail: BLGF Regional Office, LGU (Province/City/Municipality) Treasurer's Office CHECKLIST OF REQUIREMENTS WHERE TO SECURE Letter-request of the BLGF Regional Director or Local Treasurer From the requesting party/client Relevant supporting documents as mentioned in the letter-request CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submits to BLGF Records Section letter-request together with all the supporting documents Receives and records letter-request together with all the supporting documents (Refer to Receipt of Incoming Documents procedure) None 10 minutes Administrative Aide (AA) Refers to instruction of the SD and reviews the letter-request; assigns to Action Officer (AO) None 15 minutes Division Chief (DC)/OIC Chief Records the name of the AO and instruction of the DC/AC None 5 minutes AA Receives the assigned letter-request and instructions None 5 minutes AO Studies/evaluates, checks completeness of documentary requirements submitted. Research on the letter-request and drafts the appropriate action None 15 days AO Records the draft action None 5 minutes AA Reviews/revises the draft action None 1 day (DC)/OIC Chief Records the instruction of the DC/AC None 5 minutes AA Finalizes the draft action None 10 minutes AO Reviews the finalized draft action None 15 minutes (DC)/OIC Chief Records and transmits the finalized draft action None 5 minutes AA Refer to Procedure on Outgoing of Documents Receives, records and photocopies the approved/signed action and releases to Records Section None 30 minutes AA Records Section receives and records the approved/signed action and releases to the concerned party (by mail/pickup) None 10 minutes Receiving/ Releasing Clerk Total 16 days 1 hour and 45 minutes Request for the Issuance of Certificate of Net Debt Service Ceiling (NDSC) and Borrowing Capacity (BC) The BLGF issues Certificate of Net Debt Service Ceiling (NDCS) and Borrowing Capacity (BC) of the LGUs which is a requirement of BSP in issuing the Monetary Board opinion, pursuant to BSP Circular 926, s. 2016 for LGUs that would engage in loans and borrowings. This is to ensure the effective implementation of the debt service limit on local government borrowings as stipulated in Section 324 (b) of the Local Government Code of 1991. ATICcS Office or Division: Local Fiscal Policy Service/Local Debt Monitoring and Evaluation Division (LDMED) Classification: Highly Technical Type of Transaction: G2G Who may avail: Local Government Units CHECKLIST OF REQUIREMENTS WHERE TO SECURE 1. Letter-request from the Local Chief Executive (Governor/Mayor/Punong Barangay) indicating: (i) the selected lending institution; (ii) terms and conditions of proposed loan (repayment period and interest rate); and (iii) the specific purpose of the loan; together with the offer sheet from the lending institution; Local Chief Executive of the Local Government Unit 2. Certification by the Local Treasurer of presence or absence of loan/s, duly certified with the following details: (i) types of loan/s and other obligations contracted; (ii) purpose of loan/s and other obligations contracted; (iii) name of the lending institution/s; (iv) date of approval and maturity of loan/s; (v) terms and conditions (interest rate and number of years to pay); (vi) remaining balances of loan/s and other obligation/s; and (vii) annual amortization schedules (segregating the principal from the interest) issued by the lending institution/s; Local Treasurer of the Local Government Unit 3. Commission on Audit (COA) Annual Audit Certificate for the most recent year, which shall be supported by the year-end financial reports for the past three (3) years; (i) Pre-closing Trial Balance (General Fund); and (ii) Detailed Statement of Financial Performance. An Agency Action Plan and Status of Implementation (AAPSI) report on COA recommendations shall be required regardless of findings pertaining to the local treasury matters; and Local Accountant of the Local Government Unit 4. Certification issued by the lending institution stating that it shall not require LGU deposits as compensating balance for the loan, if such lending institution is (1) not an authorized government depository bank or (2) an authorized government bank required to obtain the prior approval of the DOF, as provided under the DOF Department Circular No. 01-2017 dated 11 May 2017. Financial/Lending Institution CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Send letter request for the issuance of CNDSC/BC, to the BLGF Regional Office or Central Office if NCR LGU, together with the supporting documentary requirements Receives and records letter-request with supporting documentary requirements by the Regional Office or Central Office (from an NCR LGU) None 15 minutes Administrative Aide VI/Loan Examiner II Check completeness, veracity, consistency and orderliness of submitted letter-request with supporting documentary requirements and verify records for previous applications, if any. None 5 hours Administrative Aide VI/Loan Examiner II Prepare Acknowledgement Letter, if documentary requirements are found complete, correct, consistent and orderly . For incomplete supporting documentary requirements, refer to Preparation of Notice of Deficiency sub-procedure. None 30 minutes Administrative Aide VI/Loan Examiner II Assign the request to an action officer None 1 hour Fiscal Examiner V Evaluate, analyze, review, validate and process request: None 15 days Loan Examiner IV, III, II a. For request from NCR, evaluate and analyze financial statement and compute NDSC/BC by using Enclosures A, B, C None b. For request endorse by the Regional Office, review, validate and analyze Financial Statements against Enclosures A, B, C submitted. Review existing loans based on amortization schedule, and compute NDSC/BC None c. Evaluation and validation of existing loans based on the amortization schedule None d. Evaluate and validate action taken on the recommendations of COA in the AAPSI, if not satisfied/convince or recommendation is not implemented require additional explanation/justification from the LGU None e. Prepare Cost-Benefit Analysis if refinancing, buyout or restructuring None f. Prepare Debt Service Analysis if LGU about to reach Debt Service Ceiling None Draft Transmittal Letter , the Certificate and cover Memorandum to LGU None 1 hour Loan Examiner IV, III, II Review processed request and endorse Transmittal Letter , the Certificate and cover Memorandum to LGU None 3 hours Fiscal Examiner V/Action Officer Certify Enclosure C and affix initials to the Transmittal letter , Certificate and Memorandum to LGU None 30 minutes Fiscal Examiner V Record details of loan application to database, and to outgoing logbook and forward the same for endorsement None 45 minutes Administrative Aide VI/Loan Examiner II Review and approve computed borrowing capacity and sign Enclosure C None 4 hours Service Director or Deputy Executive Director Affix initials to Transmittal Letter , the Certificate and cover Memorandum None Review and approve request and sign the Certificate , cover Memorandum , and Transmittal Letter None Within 2 days Executive Director Record and transmit approved Certificate , and signed cover Memorandum and Transmittal Letter None Within 1 day Central Records-Administrative Aide II Total 20 days Evaluation may take more than 15 days, depending on the number of existing loans requesting LGU and the manner of implementing the recommendations of the COA on the findings and observations stated in Part II of the Annual Audit Report Sub Procedure: Preparation of Notice of Deficiency Prepare letter informing LGU concern of the deficiency of supporting documents submitted, together with the checklist of the documentary requirements detailing the lack of documents None 2 hours Administrative Aide VI/Loan Examiner II Sign letter notice of deficiency None 30 minutes Service Director Submit the lacking documents within twenty (20) days , if fail the request shall be returned without action Processing of LGU Application for Loan under the Assessment Loan Revolving Fund (ALRF) ALRF is a revolving fund managed by the Bureau of Local Government Finance (BLGF) as a loan facility for LGU's Tax Mapping projects, periodic Revision of Real Property Assessments, and other real property assessment programs in order to maximize revenues from real property taxation. ETHIDa All LGU applications for loans under Assessment Loan Revolving Fund (ALRF) shall be reviewed and processed by Project Execution and Management Division (PEMD) and approved by the BLGF Executive Director. Application may be submitted to the Regional Office or directly to the BLGF Central Office. This process covers the documentary and eligibility requirements for applicant LGUs, to initial screening and to notification of eligible applicants. Office or Division: LGUOS/Project Execution Management Division (PEMD) Classification: Highly-technical Type of Transaction: G2G Who may avail: All provinces, cities, and municipalities or all local government units (LGUs) CHECKLIST OF REQUIREMENTS WHERE TO SECURE Basic Requirements 1. Application Letter indicating the purpose of loan To be signed by the Local Chief Executive (LCE) 2. Resolution of the local legislative body, authorizing the Provincial Governor/City/Municipal Mayor to enter into a loan agreement with the Department of Finance indicating the amount of loan desired, and the specific project to be undertaken, to be signed by the majority of the members of the Sangguniang Panlalawigan/Panlungsod/Bayan; To be signed by the majority of the Sanggunian Members concerned 3. A comparative statement of the Real Property Tax Collection covering a period of five (5) years immediately preceding the year of the project implementation Duly certified by the local treasurer or maybe downloaded from the BLGF website 4. A certification of the Provincial/City/Municipal Mayor as to the availability of the space, equipment, and technical and clerical personnel for the duration of the project; Provincial/City/Municipal Mayor 5. Certification from the PNP Director as to the prevailing peace and order condition of the City/Municipality; PNP Director 6. Plantilla of Personnel (Offices of the Treasurer and Assessor) Duly Certified by HR 7. Tax Collection Enforcement Programs, prepared by the Treasurer Treasurer 8. Certificate of Net Debt Service Ceiling and Borrowing Capacity (CNDSC/BC) LDMED-BLGF A.1 Additional Requirements for Tax Mapping Project 1. If implementation involves a multi-year Program, to support the loan application an Executive Order issued by the Local Chief Executive creating RPTA Task Force, setting forth the membership and defining the duties and responsibilities of such body; To be issued by the Provincial Assessor and Treasurer concerned 2. A certification of the Provincial Assessor that the City/Municipality has: a. Not less than 4,000 real property units and not less than 3,000 land parcels; b. Available base maps covering the entire City/Municipality; c. The applicant LGU has not been previously tax mapped 3. Tax Mapping Implementation Plan, which includes: a. Detailed activities of Tax Mapping by Barangay; and b. Period to complete each activity under Tax Mapping operation. To be issued by the Provincial Assessor and Treasurer concerned A.2 Additional Requirements for Data Computerization 1. Certification of the Provincial/City/Municipal Assessor as to the: a. Number of Real Property Units (RPUs) and parcels of land for the last three (3) years; 2. Real Property Data Computerization Implementation Plan which includes: a. Detailed activities of data computerization work by Barangay; and b. Period to complete each activity in data Computerization work. To be issued by the concerned Provincial Assessor or Treasurer A.3 Additional Requirements for General Revision 1. Certification of the Provincial/City/Municipal Assessor as to the: a. Number of Real Property Units (RPUs) and parcels of land for the last three (3) years; 2. Real Property Data Computerization Implementation Plan which includes: a. Detailed activities of data computerization work by Barangay; and b. Period to complete each activity in data Computerization work 3. Certification from the Provincial Assessor that the City/Municipality has an Approved Schedule of Market Values To be issued by the Provincial Assessor and Treasurer concerned CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit application letter together with the complete documentary requirements Receives, records and delivers to PEMD the application request together with complete documentary requirements (Refer to Receipt of Incoming Documents procedure) None 30 minutes Records Unit-Admin. Aide II Check completeness and orderliness of the documents, including: (a) Completeness of the data required to process the application; and (b) accuracy of the submitted data None 5 days Action Officer For complete requirements and eligible application, Prepare Notice of Deficiency/Ineligibility in case of incomplete documentary requirements or ineligibility under ALRF rules (Refer to Transmittal Letter procedure) None 1 hour Action Officer Prepare Notice of Deficiency/Ineligibility in case of incomplete documentary requirements or ineligibility under ALRF rules None 1 hour Action Officer Review application and related documents and endorse the Acknowledgment Letter for Signature None 3 days Division Chief Review application and related documents and endorse the Acknowledgement Letter for signature None 2 days Service Director Review application and related documents and endorse the Acknowledgment Letter for signature None 2 days DED Review application and sign Acknowledgement Letter None 2 days Executive Director Record and release signed Acknowledgement Letter to applicant LGU Endorse documentary requirements for ALRF application with copy of signed Acknowledgment Letter to PEMD (Refer to Transmittal letter procedure) Receive BLGF's Action None 3 days Applicant LGU Total 20 days Request for Review and Approval of Project Study and Action Plan (PSAP) and Transmittal of Draft Contract of Loan ALRF is a revolving fund managed by the Bureau of Local Government Finance (BLGF) as a loan facility for LGU's Tax Mapping projects, periodic Revision of Real Property Assessments, and other real property assessment programs in order to maximize revenues from real property taxation. All LGU applications for loans under Assessment Loan Revolving Fund (ALRF) shall be reviewed and processed by the Project Execution and Management Division (PEMD) and approved by the BLGF Executive Director. All LGU applications shall be submitted to PEMD for review and processing. HTcADC Office or Division: LGUOS/Project Execution Management Division (PEMD) Classification: Highly technical Type of Transaction: G2G Who may avail: All provinces, cities, and municipalities or all local government units LGUs CHECKLIST OF REQUIREMENTS WHERE TO SECURE 1. Project Study and Action Plan (PSAP) Municipal Assessor and the Municipal Treasurer 2. Certificate of Attendance to Orientation-Workshop on ALRF Projects and on the Preparation of PSAP Conducted by the BLGF at least 15 days after the eligibility screening CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit the PSAP for approval of the BLGF Executive Director with attached complete documentary requirements Receives, records and releases to PEMD the PSAP with attached complete documentary requirements (Refer to Receipt of Incoming Documents procedure) None 30 minutes Records Unit-Receiving Clerk Review the PSAP and check signatures of LGU applicant; Local Chief Executive, Local Treasurer and Local Assessor None 5 days Action Officer Prepare cover memorandum recommending approval of the PSAP None 2 hours Action Officer Review/endorse approval of the PSAP and initial/sign cover Memorandum None 3 days Division Chief Review/endorse approval of the PSAP and initial/sign cover Memorandum None 2 days Service Director Recommend the approval of the PSAP and sign cover Memorandum None 2 days DED Sign the PSAP None 2 days Executive Director If Approved: Prepare Transmittal Letter with approved/signed PSAP and prepare draft Contract of Loan (Refer to Preparation and Transmittal of Draft Contract of Loan procedure). If not approved: Prepare transmittal informing the LGU to comply with recommendations and submit revised PSAP None 15 minutes Action Officer Review and sign/initial the transmittal None 15 minutes Division Chief Review and sign/initial the transmittal None 15 minutes Service Director Sign the transmittal letter None 15 minutes DED for Operations Record and release Transmittal letter with attached approved PSAP, or transmittal letter informing the LGU to comply with the recommendations/requests and submit revised PSAP, in case of non-approval (Refer to Transmittal Letter procedure) None 2 days Records Unit-Admin. Aide II Receive BLGF Action None 2 days Applicant LGU Total 20 days Review, Approval and Transmittal of Draft Contract of Loan ALRF is a revolving fund managed by the Bureau of Local Government Finance (BLGF) as a loan facility for LGU's Tax Mapping projects, periodic Revision of Real Property Assessments, and other real property assessment programs in order to maximize revenues from real property taxation. All LGU applications for loans under Assessment Loan Revolving Fund (ALRF) shall be reviewed and processed by the Project Execution and Management Division (PEMD) and approved by the BLGF Executive Director. All LGU applications shall be submitted to PEMD for review and processing. CAIHTE Office or Division: LGUOS/Project Execution Management Division (PEMD) Classification: Highly technical Type of Transaction: G2G Who may avail: All provinces, cities, and municipalities or all local government units (LGUs) CHECKLIST OF REQUIREMENTS WHERE TO SECURE 1. Project Study and Action Plan (PSAP) Municipal Assessor and the Municipal Treasurer 2. Certificate of Attendance to Orientation-Workshop on ALRF Projects and on the Preparation of PSAP Conducted by the BLGF at least 15 days after the eligibility screening CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit the PSAP for approval of the BLGF Executive Director with attached complete documentary requirements Receives, records and releases to PEMD the PSAP with attached complete documentary requirements (Refer to Receipt of Incoming Documents procedure) None 30 minutes Records Unit-Receiving Clerk Prepare draft Contract of Loan for the signature of LGU applicant officials, based on the approved PSAP (Refer to PSAP Approval procedure) None 1 day Action Officer Prepare cover memorandum recommending approval of the draft Contract of Loan None 15 minutes Action Officer Review and endorse approval of the draft Contract of Loan and sign cover Memorandum None 3 days Division Chief Review and endorse approval of the draft Contract of Loan and sign cover Memorandum None 2 days Service Director Review and endorse approval of the draft Contract of Loan and sign cover Memorandum None 2 days DED Approve the draft Contract of Loan None 2 days Executive Director If approved: Prepare Transmittal Letter with attached draft Contract of Loan for signature of applicant LGU officials If not approved: Refer back to PEMD for appropriate action None 15 minutes Action Officer Review and sign/initial the transmittal letter None 15 minutes Division Chief Review and sign/initial the transmittal letter None 15 minutes Service Director Sign the transmittal letter None 15 minutes DED for Operations Record and release Transmittal Letter with attached draft Contract of Loan for the signature of applicant LGU officials (Refer to Transmittal Letter procedure) None 2 days Records Unit-Admin. Aide II Receive Draft Contract of Loan None 2 days Applicant LGU Total 7 days Request Review, Approval and Transmittal of Contract of Loan under ALRF-Funded Project ALRF is a revolving fund managed by the Bureau of Local Government Finance (BLGF) as a loan facility for LGU's Tax Mapping projects, periodic Revision of Real Property Assessments, and other real property assessment programs in order to maximize revenues from real property taxation. All LGU applications for loans under Assessment Loan Revolving Fund (ALRF) shall be reviewed and processed by the Project Execution and Management Division (PEMD) and approved by the BLGF Executive Director. All LGU applications shall be submitted to PEMD for review and processing. aScITE Office or Division: LGUOS/Project Execution Management Division (PEMD) Classification: Highly technical Type of Transaction: G2G Who may avail: All provinces, cities, and municipalities or all local government units (LGUs) CHECKLIST OF REQUIREMENTS WHERE TO SECURE 1. Approved Project Study and Action Plan (PSAP) BLGF and Applicant LGU 2. Contract of Loan signed by applicant LGU officials Applicant LGU CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit request for the review and approval of Contract of Loan with attached complete documentary requirements Receives, records and releases to PEMD the request for review and approval of Contract of Loan with attached complete documentary requirements (Refer to Receipt of Incoming Documents procedure) None 30 minutes Records Unit-Receiving Clerk Review the Contract of Loan based on the approved PSAP and check the signatories None 1 day Action Officer Prepare a cover memorandum requesting review of the Contract of Loan by the Legal Service None 15 minutes Action Officer Review content of draft Contract of Loan and initial/sign the cover Memorandum None 4 hours Division Chief Review content of draft Contract of Loan and sign the cover memorandum None 4 hours Service Director Receive and release to Legal Service the cover Memorandum requesting review of the Contract of Loan with the attached PSAP. Refer to Transmittal letter None 15 minutes Action Officer Review content of Contract of Loan with attached PSAP and recommend approval. (Refer to Review of Contract Procedure). In case of corrections, the Contract of Loan will be endorsed back to PEMD for appropriate action None 4 days Action Officer/Director, Legal Service Review content of Contract of Loan with attached PSAP None 1 day DED for Administration Review content of Contract of Loan with attached PSAP None 1 day DED for Operations Approve/sign the Contract of Loan None 2 days Executive Director Prepare transmittal letter transmitting the signed Contract of Loan and informing that the LGU may now request for the initial release of funds representing the 50% of the approved loan. In case of non-approval, refer back to PEMD for appropriate action. None 1 hour Action Officer Record and release Transmittal Letter together with the approved Contract of Loan with attached copy approved PSAP to LGU applicant (Refer to Transmittal Letter procedure) None 2 days Records Unit-Admin. Aide II Receive BLGF Letter with the attached approved Contract of Loan None 2 days Applicant LGU Total 20 days Request for Release of Funds Representing 30% of the Approved Loan under ALRF-Funded Project (2nd Tranche) ALRF is a revolving fund managed by the Bureau of Local Government Finance (BLGF) as a loan facility for LGU's Tax Mapping projects, periodic Revision of Real Property Assessments, and other real property assessment programs in order to maximize revenues from real property taxation. All LGU applications for loans under Assessment Loan Revolving Fund (ALRF) shall be reviewed and processed by the Project Execution and Management Division (PEMD) and approved by the BLGF Executive Director. All LGU applications shall be submitted to PEMD for review and processing. Second Release (30%) Upon submission of report of at least 50% Physical and Financial Accomplishment of project. Third/Final Release (20%) Upon submission of report of at least 75% Physical and Financial Accomplishment of project. DETACa Office or Division: LGUOS/Project Execution Management Division (PEMD) Classification: Highly technical Type of Transaction: G2G Who may avail: All provinces, cities, and municipalities or all local government units (LGUs) CHECKLIST OF REQUIREMENTS WHERE TO SECURE 1. Request for Partial/Full Payment with Billing Statement, if any Borrowing LGU 2. Physical Accomplishment Report (Statement of Works Accomplished) certifying that basic project requirements as itemized in the PSAP have already been acquired and delivered Borrowing LGU 3. Financial Accomplishment Report (Statement of Receipts and Disbursements or SORD) certifying that the total amount initially released was fully disbursed Borrowing LGU CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit letter request for 2nd release of funds representing 30% of the approved loan with attached complete documentary requirements Receives, records and releases to PEMD the letter request for the 2nd release of funds with attached complete documentary requirements (Refer to Receipt of Incoming Documents procedure) None 30 minutes Records Unit-Receiving Clerk Review reports and check compliance with approved PSAP None 1 day Action Officer Conduct field validation (Refer to Monitoring and Evaluation procedure) None 20 days Monitoring and Evaluation Team Review the evaluation report per result of field evaluation None 2 hours Action Officer If the above-cited requirements are complied, prepare Memo recommending the Release of Funds; otherwise, letter directing compliance with the recommendations of the Evaluation Team. If the above-cited requirements are NOT complied: Prepare transmittal informing the LGU to comply with recommendations (Refer to Transmittal letter procedure) None 4 hours Action Officer Review the evaluation report and initial/sign the Memo requesting the Release of Funds None 2 hours Division Chief Review the evaluation report and sign the Memo requesting the release of funds None 1 hour Service Director Review the evaluation report and recommend the release of funds None 1 hour DED Review and approve the request for release of funds None 2 days Executive Director Record and release approved request for release of funds to FMD for payment and PEMD for file None 5 minutes Records Unit-Admin. Aide II Receive and record request for release of funds None 5 minutes Records Officer/Receiving Facilitate the release of funds (Refer to Preparation of Disbursement Voucher procedure) None 2 days FMD Process and release the check/loan to LGU (Refer to Disbursement procedure) Release copy to PEMD for file None 2 days Cashier III Prepare letter informing the LGU on the release of funds None 10 minutes Action Officer Record and release Transmittal Letter informing of the release of funds and the prosecution of the project shall be started not later than 60 days from date of receipt of the amount (Refer to Transmittal Letter procedure) None 2 days Records Unit-Admin. Aide II Receive BLGF Action None 2 days Applicant LGU Total 20 days Request for Release of Funds Representing 20% of the Approved Loan under ALRF-Funded Project (3rd Tranche) ALRF is a revolving fund managed by the Bureau of Local Government Finance (BLGF) as a loan facility for LGU's Tax Mapping projects, periodic Revision of Real Property Assessments, and other real property assessment programs in order to maximize revenues from real property taxation. All LGU applications for loans under Assessment Loan Revolving Fund (ALRF) shall be reviewed and processed by the Project Execution and Management Division (PEMD) and approved by the BLGF Executive Director. All LGU applications shall be submitted to PEMD for review and processing. Second Release (30%) Upon submission of report of at least 50% Physical and Financial Accomplishment of project. Third/Final Release (20%) Upon submission of report of at least 75% Physical and Financial Accomplishment of project. HTcADC Office or Division: LGUOS/Project Execution Management Division (PEMD) Classification: Highly technical Type of Transaction: G2G Who may avail: All provinces, cities, and municipalities or all local government units LGUs CHECKLIST OF REQUIREMENTS WHERE TO SECURE 1. Request for Partial/Full Payment with Billing Statement, if any Borrowing LGU 2. Physical Accomplishment Report (Statement of Works Accomplished) certifying the completion of at least 75% accomplishment of the project Borrowing LGU 3. Financial Accomplishment Report (Statement of Receipts and Disbursements or SORD) certifying the completion of 75% accomplishment of the project Borrowing LGU CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit request for final/3rd release of funds representing 20% of the approved loan with attached complete documentary requirements Receives, records and releases to PEMD the letter request for the final/3rd release of funds with attached complete documentary requirements (Refer to Receipt of Incoming Documents procedure) None 30 minutes Records Unit-Receiving Clerk Review reports and check compliance with approved PSAP None 1 day Action Officer Conduct field validation (Refer to Monitoring and Evaluation procedure) None 20 days Monitoring and Evaluation Team Review the evaluation report per result of field evaluation None 2 hours Action Officer If 75% accomplishment is noted, prepare Memo recommending the Release of Funds; otherwise, letter directing compliance with the recommendations of the Evaluation Team. (Refer to Transmittal Letter procedure) None 4 hours Action Officer Review the evaluation report per result of field evaluation None 2 hours Action Officer If 75% accomplishment is noted, prepare Memo recommending the release of funds; otherwise, letter directing compliance with the recommendations of the Evaluation Team None 4 hours Action Officer Review the evaluation report and initial/sign the Memo requesting the Release of Funds None 2 hours Division Chief Review the evaluation report and sign the Memo requesting the release of funds None 1 hour Service Director Review the evaluation report and recommend the release of funds None 1 hour DED Review and approve the request for release of funds None 2 days Executive Director Record and release approved request for release of funds to FMD for payment and PEMD for file None 5 minutes Records Unit-Admin. Aide II Receive and record request for release of funds None 5 minutes Records Officer/Receiving Facilitate the release of funds (Refer to Preparation of Disbursement Voucher procedure) None 2 days FMD Process and release the check/loan to LGU (Refer to Disbursement procedure) Release copy to PEMD for file None 2 days Cashier III Prepare letter informing the LGU on the release of funds None 10 minutes Action Officer Record and release Transmittal Letter informing of the release of funds and the prosecution of the project shall be started not later than 60 days from date of receipt of the amount (Refer to Transmittal Letter procedure) None 2 days Records Unit-Admin. Aide II Receive BLGF Action None 2 days Applicant LGU Total 20 days Conduct of Monitoring and Evaluation of Ongoing ALRF-Funded Project ALRF is a revolving fund managed by the Bureau of Local Government Finance (BLGF) as a loan facility for LGU's Tax Mapping projects, periodic Revision of Real Property Assessments, and other real property assessment programs in order to maximize revenues from real property taxation. All LGU applications for loans under Assessment Loan Revolving Fund (ALRF) shall be reviewed and processed by the Project Execution and Management Division (PEMD) and approved by the BLGF Executive Director. All LGU applications shall be submitted to PEMD for review and processing. CAIHTE Office or Division: LGUOS/Project Execution Management Division (PEMD) Classification: Highly technical Type of Transaction: G2G Who may avail: All provinces, cities, and municipalities or all local government units (LGUs) CHECKLIST OF REQUIREMENTS WHERE TO SECURE 1. Physical Accomplishment Report (Statement of Works Accomplished) Borrowing LGU 2. Financial Accomplishment Report (Statement of Receipts and Disbursements or SORD) Borrowing LGU CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit request for partial/final release of funds with attached complete documentary requirements Receives, records and releases to PEMD the letter request for partial/final release of funds with attached complete documentary requirements (Refer to Receipt of Incoming Documents procedure) None 30 minutes Records Unit-Receiving Clerk Review reports and check compliance with Contract of Loan None 4 hours Action Officer Prepare Travel Order to LGU concerned to monitor and evaluate physical and financial accomplishment of the project None 1 hour Division Chief Prepare cover Memo requesting authority to travel None Review and endorse Memo requesting authority to travel None 1 hour Service Director Review and endorse Memo requesting authority to travel None 1 hour DED Review and approve request for authority to travel for the stated purpose (Refer to Request for Travel Order procedure) None 3 days Executive Director Travel to LGU None 1 day travel time Monitoring and Evaluation Team Make representation with the local assessor and treasurer None 15 minutes Monitoring and Evaluation Team Courtesy call with the Local Chief Executive assisted by the local assessor and treasurer and rest of the project management team Conduct monitoring and evaluation None 30 minutes Monitoring and Evaluation Team Conduct monitoring and evaluation Validate/verify the actual physical outputs as to the latest Physical Accomplishment Report submitted Validate/verify the actual financial reports as to the latest Financial Report submitted None 2 days Monitoring and Evaluation Team Conduct exit conference and present findings, comments and recommendations with the LCE and project management team None 2 hours Monitoring and Evaluation Team Return to Official Station None 1 day travel time Monitoring and Evaluation Team Prepare evaluation report with recommendations None 5 minutes Evaluation Team Monitoring and Prepare letter informing the LGU on the release of funds None 5 minutes Action Officer Record and release Evaluation Report (Refer to Transmittal letter procedure) None 2 days Records Unit-Admin. Aide II Prepare letter informing the LGU on the release of funds None 10 minutes Action Officer Receive BLGF Action None 2 days Borrowing LGU Total 20 days Conduct of Pre-Closing Activities for ALRF-Funded Project ALRF is a revolving fund managed by the Bureau of Local Government Finance (BLGF) as a loan facility for LGU's Tax Mapping projects, periodic Revision of Real Property Assessments, and other real property assessment programs in order to maximize revenues from real property taxation. All LGU applications for loans under Assessment Loan Revolving Fund (ALRF) shall be reviewed and processed by the Project Execution and Management Division (PEMD) and approved by the BLGF Executive Director. All LGU applications shall be submitted to PEMD for review and processing. HTcADC Request for conduct of Pre-Closing Activities for ALRF-Funded Projects shall be within 30 days from date of completion of the project. Office or Division: LGUOS/Project Execution Management Division (PEMD) Classification: Highly technical Type of Transaction: G2G Who may avail: All provinces, cities, and municipalities or all local government units (LGUs) CHECKLIST OF REQUIREMENTS WHERE TO SECURE 1. Physical Accomplishment Report (Statement of Works Accomplished) Borrowing LGU 2. Financial Accomplishment Report (Statement of Receipts and Disbursements or SORD) 100% accomplishment Borrowing LGU 3. Certificate of Completion stating that the project is substantially completed and that project funds is fully disbursed Borrowing LGU CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit request for project completion and amortization schedule for the loan repayment with attached complete documentary requirements Receives, records and releases to PEMD the request for project completion and the amortization schedule for the loan repayment with attached complete documentary requirements (Refer to Receipt of Incoming Documents procedure) None 30 minutes Records Unit-Receiving Clerk Review reports and check compliance with Contract of Loan None 2 days Action Officer Conduct field validation (Refer to Monitoring and Evaluation procedure) None 20 days Action Officer, Division Chief Review the evaluation report per result of field evaluation None 2 hours Action Officer If 100% accomplishment is noted, per result of field validation conducted Evaluation Report, prepare memo recommending project completion; otherwise, letter directing compliance with the recommendations of the Evaluation Team. (Refer to Transmittal Letter procedure) None 4 hours Action Officer Review the evaluation report and initial/sign the Memo requesting the release of funds None 2 hours Division Chief Review the evaluation report and initial/sign the cover Memo None 2 hours Division Chief Review the evaluation report and initial/sign the cover Memo None 1 hour Service Director Review the evaluation report and recommend the project completion None 1 hour DED Approve the project completion None 2 days Executive Director Record and release the approved request to PEMD None 5 minutes Records Unit-Admin. Aide II Prepare letter informing the LGU of the annual amortization schedule in accordance with Contract of Loan None Record and release the Letter to the LGU of the annual amortization schedule (Refer to Transmittal Letter procedure) None 2 days Records Unit-Admin. Aide II Receive BLGF Action None 2 days Borrowing LGU Total 20 days Preliminary Action on Administrative Complaints/Cases This process covers the issuance of a show-cause/letter to comment/letter to explain upon the receipt of an administrative complaints/cases filed against local treasurers and their assistants in the NCR. Likewise, the same process shall be applicable in administrative cases filed against BLGF personnel. CAIHTE Office or Division: Legal Service-Internal Affairs Division Classification: Highly technical Type of Transaction: G2B, G2C, G2G Who may avail: All (General Public, Taxpayers, LGUs, NGAs, GFIs, GOCCs, NGOs, etc.) CHECKLIST OF REQUIREMENTS WHERE TO SECURE Complaint Certified true copies of attachments, if any CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Sends complaint with all its attachments, if any Receives and records the complaint and routes it to the Office of the Executive Director (OED) None 2 hours Records Officer (Records Section) Records the complaint None 20 minutes OED Staff Assigns to Legal Service Director (LSD) None 2 hours Director Executive (ED) Records and routes the complaint from the OED to Legal Service None 20 minutes OED Staff Receives and records the complaint None 20 minutes Administrative Officer I (Legal Division) Assigns/endorses to the Special Investigator, for appropriate action None 1 hour LSD Evaluates, prepares and finalizes the show-cause/letter to comment/letter to explain None 6 days Special Investigator Reviews and initials of the draft show-cause/letter to comment/letter to explain None 4 days Division Chief (DC) Reviews, initials and recommends the draft show-cause/letter to comment/letter to explain None 3.5 days LSD Records and routes the recommended show-cause/letter to comment/letter to explain (countersigned by the SI, DC and LSD) to the DED for approval and signature None 20 minutes Administrative Officer I (Legal Division) Receives and records the recommended show-cause/letter to comment/letter to explain, for approval and initial of the DED None 10 minutes Administrative Assistant III (DED) Reviews, initials and recommends the show-cause/letter to comment/letter to explain None 2.5 days Deputy Executive Director Receives and routes the recommended show-cause/letter to comment/letter to explain, for approval and initial of the ED None 10 minutes Administrative Assistant III (DED) Records and records the recommended action/s (countersigned by the SI, DC, LSD and DED) for approval and signature of the ED None 20 minutes OED Staff Approves the recommended show-cause/letter to comment/letter to explain None 2 days ED Various activities to be done by the Administrative Staff of OED before releasing the signed and approved show-cause/letter to comment/letter to explain back to the SI None 5 days OED Staff Receives the approved and signed show-cause/letter to comment/letter to explain None 10 minutes Administrative Officer I (Legal Division) Photocopies and scans the approved and signed show-cause/letter to comment/letter to explain None 30 minutes Administrative Officer I (Legal Division) Records and releases the signed show-cause/letter to comment/letter to explain to the local treasurer, the person complained of. A notification letter as to the action taken is released to the complainant None .5 days Records Officer (Records Section) Receives notification letter of the status of the complaint filed Total 20 days End of Process Note: The Local Treasurer and their Assistants, person complained of, is required to submit his/her comment/explanation within five (5) days from receipt of the complaint (Section 19 Rule 4 of the 2017 Rules on Administrative Cases in the Civil Service (2017 RACCS)). Subsequently, proceed to Process on Preliminary Investigation. Decision on Administrative Case (Multi-Stage) This process involves the issuance of memorandum and decision after the conduct of formal investigation* and the submission of the report of formal investigation* relevant to an administrative case filed against Local Treasurers. Office or Division: Legal Service-Internal Affairs Division Classification: Highly technical Type of Transaction: G2B, G2C, G2G Who may avail: All (General Public, Taxpayers, LGUs, NGAs, GFIs, GOCCs, NGOs, etc.) CHECKLIST OF REQUIREMENTS WHERE TO SECURE Preliminary Investigation Report, Regional Office Resolution Complaint, Comment or Counter Affidavit, certified true copies of attachments CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Within fifteen (15) days after the conclusion of the formal investigation, a formal investigation report with all the supporting documents with the recommendations shall be submitted by the hearing officer to the disciplining authority Receives and records with CCS the Report of Formal Investigation with attachments and routes it to the Office of the Executive Director (OED) None 2 hours Records Officer (Records Section) Records the Report of Formal Investigation with attachments None 20 minutes OED Staff Assigns to the Legal Service Director (LSD) None 2 hours Executive Director (ED) Records and routes the Report of Formal Investigation with attachments from the OED to Legal Service None 20 minutes OED Staff Receives and records the Report of Investigation with attachments None 20 minutes Administrative Officer I (Legal Division) Assigns/endorses to the Special Investigator, for appropriate action None 1 hour LSD Evaluates and prepares draft resolution None 6 days Special Investigator Reviews and initials of the draft memorandum and decision None 4 days Division Chief (DC) Reviews, initials and recommends the draft memorandum and decision None 3.5 days LSD Records and routes the recommended draft memorandum and decision (countersigned by the SI, DC and LSD) to the DED for approval and signature None 20 minutes Administrative Officer I (Legal Division) Receives and records the draft memorandum and decision, for approval and initial of the DED None 10 minutes Administrative Assistant III (DED) Reviews, initials and recommends the draft memorandum and decision None 2.5 days Deputy Executive Director Records and routes the draft memorandum and decision with attachments for approval and initial of the ED None 10 minutes Administrative Assistant III (DED) Records and records the draft memorandum and decision (countersigned by the SI, DC, LSD and DED) for approval and signature of the ED None 20 minutes OED Staff Approves the draft memorandum and decision None 2 days ED Various activities to be done by the Administrative Staff of OED before releasing the signed and approved action/s back to the SI None .5 days OED Staff Receives the approved memorandum and decision None 10 minutes Administrative Officer I (Legal Division) Photocopies and scans the approved memorandum and decision None 30 minutes Administrative Officer I (Legal Division) Records and releases the approved memorandum and decision to the Records Section for release to the DOF* None 10 minutes Records Officer, OED Records and releases the signed action/s to All parties concerned None .5 days Records Officer (Records Section) Receives copy of the Decision Total 20 days End of Process * Under the 2017 Rules on Administrative Cases in the Civil Service (2017 RACCS) Section 48. When case is Decided. The disciplining authority shall decide the case within thirty (30) days from receipt of the Formal Investigation Report (emphasis ours) Comment on Motion for Reconsideration/Appeal on BLGF Resolution/DOF Decision (Multi-Stage) This process involves the issuance of the comment as required by other quasi-judicial agencies or courts on Motion for Reconsideration/Appeal filed by the Local Treasurers and Assistant Local Treasurers who is adversely affected of the BLGF Resolution/DOF Decision. aScITE Office or Division: Legal Service-Internal Affairs Division Classification: Highly technical Type of Transaction: G2G Who may avail: Quasi-Judicial Bodies, Courts CHECKLIST OF REQUIREMENTS WHERE TO SECURE Order to Comment Copy of the Motion for Reconsideration/Petition for Review Original or certified true copy of Decision, Order or Resolution CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Sends order to comment on BLGF Resolution/DOF Decision Receives mailed or personally delivered order to comment on BLGF Resolution/DOF Decision None 2 hours Records Officer (Records Section) Records the order to comment to the Office of the Executive Director (OED) None 20 minutes Records Officer (Records Section) Assigns to the Legal Service Director (LSD) None 2 hours Executive Director (ED) Records and routes the order to comment from the OED to Legal Service None 20 minutes OED Staff Receives and records the Report of Investigation with attachments None 20 minutes Administrative Officer I (Legal Division) Assigns/endorses to the Special Investigator, for appropriate action None 1 hour LSD Evaluates and prepares draft resolution None 6 days Special Investigator Reviews and initials of the draft memorandum and decision None 4 days Division Chief (DC) Reviews, initials and recommends the draft memorandum and decision None 3.5 days LSD Records and routes the recommended draft memorandum and decision (countersigned by the SI, DC and LSD) to the DED for approval and signature None 20 minutes Administrative Officer I (Legal Division) Receives and records the draft memorandum and decision, for approval and initial of the DED None 10 minutes Administrative Assistant III (DED) Reviews, initials and recommends the draft memorandum and decision None 2.5 days Deputy Executive Director Records and routes the draft memorandum and decision with attachments for approval and initial of the ED None 10 minutes Administrative Assistant III (DED) Records and records the draft memorandum and decision (countersigned by the SI, DC, LSD and DED) for approval and signature of the ED None 20 minutes OED Staff Approves the draft memorandum and decision None 2 days ED Various activities to be done by the Administrative Staff of OED before releasing the signed and approved action/s back to the SI None .5 days OED Staff Receives the approved memorandum and decision None 10 minutes Administrative Officer I (Legal Division) Photocopies and scans the approved memorandum and decision None 30 minutes Administrative Officer I (Legal Division) Records and releases the approved memorandum and decision to the Records Section for release to the DOF* None 10 minutes Records Officer, OED Records and releases the signed action/s to All parties concerned None .5 days Records Officer (Records Section) Receives copy of the Decision Total 20 days End of Process * Under the 2017 Rules on Administrative Cases in the Civil Service (2017 RACCS) Section 48. When case is Decided. The disciplining authority shall decide the case within thirty (30) days from receipt of the Formal Investigation Report (emphasis ours) Implementation of Decision, Order or Resolution (DOR) of Quasi-Judicial Bodies and Courts This process involves the issuance of a letter, memorandum or indorsement for the implementation of a Decision, Order or Resolution of a Quasi-Judicial Bodies ( e.g. , CSC, OMB, SB, etc.) and courts in relation to a case against Local Treasurers and Assistant Local Treasurers. DETACa Office or Division: Legal Service-Internal Affairs Division Classification: Highly technical Type of Transaction: G2G Who may avail: Quasi-Judicial Bodies, Courts CHECKLIST OF REQUIREMENTS WHERE TO SECURE Certified true copy of Decision, Order or Resolution (DOR) CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Sends DOR for implementation Receives and records DOR and routes it to the Office of the Executive Director (OED) None 2 hours Records Officer (Records Section) Receives and records DOR None 20 minutes OED Staff Assigns to the Legal Service Director (LSD) None 2 hours Executive Director (ED) Records and routes the DOR from the OED to Legal Service None 20 minutes OED Staff Receives and records the DOR None 20 minutes Administrative Officer I (Legal Division) Assigns/endorses to the Special Investigator, for appropriate action None 1 hour LSD Evaluates, prepares and finalizes action/s None 6 days Special Investigator Reviews and initials of the draft action/s None 4 days Division Chief (DC) Reviews, initials and recommends the draft action/s None 3.5 days LSD Records and routes the recommended draft letter, memorandum or indorsement (countersigned by the SI, DC and LSD) to the DED for approval and signature None 20 minutes Administrative Officer I (Legal Division) Receives and records the draft letter, memorandum or indorsement, for approval and initial of the DED None 10 minutes Administrative Assistant III (DED) Reviews, initials and recommends the draft letter, memorandum or indorsement None 2.5 days Deputy Executive Director Records and routes the draft letter, memorandum or indorsement for approval and initial of the ED None 10 minutes Administrative Assistant III (DED) Records and records the draft letter, memorandum or indorsement (countersigned by the SI, DC, LSD and DED) for approval and signature of the ED None 20 minutes OED Staff Approves the recommended draft letter, memorandum or indorsement None 2 days ED Various activities to be done by the Administrative Staff of OED before releasing the signed and approved letter, memorandum or indorsement back to the SI None .5 days OED Staff Receives the approved letter, memorandum or indorsement None 10 minutes Administrative Officer I (Legal Division) Photocopies and scans the approved letter, memorandum or indorsement and other documents None 30 minutes Administrative Officer I (Legal Division) Records and releases the signed letter, memorandum or indorsement to the Records Section for release None 10 minutes Records Officer, OED Records and releases the signed letter, memorandum or indorsement to the concerned parties* None .5 days Records Officer (Records Section) Receives Compliance Report of Implementation of the DORs Total 20 days End of Process * After the implementation of the decision, a compliance report with affidavit of service shall be submitted to the Central Office. The same shall be forwarded to the quasi-judicial bodies concerned. Resolution/Confirmation on Administrative Complaint This process covers the issuance of a resolution after the evaluation of the report of investigation and all its attachments pertaining to an administrative complaint filed against Local Treasurers and their assistants. HEITAD Office or Division: Legal Service-Internal Affairs Division Classification: Highly technical Type of Transaction: G2B, G2C, G2G Who may avail: All (General Public, Taxpayers, LGUs, NGAs, GFIs, GOCCs, NGOs, etc.) CHECKLIST OF REQUIREMENTS WHERE TO SECURE Preliminary Investigation Report, Regional Office Resolution Complaint, Comment or Counter Affidavit, certified true copies of attachments CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE After the termination of the preliminary investigation, the Special Investigator shall submit the Investigation Report with recommendation and the complete records of the case to the disciplining authority Receives and records with CCS the Report of Investigation with attachments and routes it to the Office of the Executive Director (OED) None 2 hours Records Officer (Records Section) Receives and records the Report of Investigation with attachments None 20 minutes OED Staff Assigns to the Legal Service Director (LSD) None 2 hours Executive Director (ED) Records and routes the Report of Investigation with attachments from the OED to Legal Service None 20 minutes OED Staff Receives and records the Report of Investigation with attachments None 20 minutes Administrative Officer I (Legal Division) Assigns/endorses to the Special Investigator, for appropriate action None 1 hour LSD Evaluates and prepares draft resolution None 6 days Special Investigator Reviews and initials of the draft resolution None 4 days Division Chief (DC) Reviews, initials and recommends the draft resolution None 3.5 days LSD Records and routes the recommended resolution (countersigned by the SI, DC and LSD) to the DED for approval and signature None 20 minutes Administrative Officer I (Legal Division) Receives and records the draft resolution, for approval and initial of the DED None 10 minutes Administrative Assistant III (DED) Reviews, initials and recommends the draft resolution None 2.5 days Deputy Executive Director Records and routes the draft resolution with attachments from the DED to OED None 10 minutes Administrative Assistant III (DED) Records and records the draft resolution (countersigned by the SI, DC, LSD and DED) for approval/signature of the ED None 20 minutes OED Staff Approves the recommended draft resolution None 2 days ED Various activities to be done by the Administrative Staff of OED before releasing the signed/approved resolution back to the SI None .5 days OED Staff Receives the approved resolution None 10 minutes Administrative Officer I (Legal Division) Photocopies and scans the approved resolution None 30 minutes Administrative Officer I (Legal Division) Records and releases the approved resolution to the Records Section for delivery None 10 minutes Records Officer, OED Records and releases the signed resolution to All concerned parties None .5 days Records Officer (Records Section) Receives copy of the Resolution Total 20 days End of Process EXTERNAL SERVICES Multi-Stage System PROCESSING OF APPOINTMENTS OF LOCAL TREASURERS AND ASSISTANT LOCAL TREASURERS This involves the evaluation of qualifications of the recommendees of the Local Chief Executive (Governor/Mayor) for the filling-up of vacancies in Provincial/City/Municipal Treasurer/Assistant Treasurer positions and subsequent issuance of the appointment by the Secretary of Finance, pursuant to Sections 470 and 471 of Republic Act 7160 or the Local Government Code of 1991. aDSIHc Office or Division: Bureau of Local Government Finance Classification: Multi-stage System Type of Transaction: G2G Who may avail: Local Government Units CHECKLIST OF REQUIREMENTS NO. OF COPIES WHERE TO SECURE First Level Basic Documentary Requirements (Stage 1) A. Requirements from the Individual Recommendees 1. Personal Data Sheet (PDS) CSC Form No. 212, with the following: 3 Originals * downloadable from csc.gov.ph 1.1 Service Record 3 Originals downloadable from csc.gov.ph 1.2 Work Experience Sheet 3 Originals downloadable from csc.gov.ph 1.3 Previous Office Order of Designation as Treasurer/Assistant Treasurer, if any 1 Certified Copy each BLGF Regional Office/LGU Human Resource (HR) Office 1.4 Sworn Certificate of Employment (for private work experience) 1 Photocopy Previous employers of the recommendee 1.5 Latest Approved Appointment (if applicable) 1 Certified Copy LGU HR office 1.6 Certificate of Residency 1 1 Original Barangay Captain 2. Certificate/s of Eligibility 2.1 Civil Service Commission for CSP and/or BCLTE 1 Authenticated Copy for each applicable eligibility CSC Regional Office 2.2 Professional Regulation Commission (PRC) PRC 2.3 Bar Integrated Bar of the Philippines 3. Relevant Training Certificates 2 1 Certified Copy Each LGU HR Office 4. Performance Rating for the last two (2) rating periods 3 1 Certified Copy Each LGU HR Office B. LGU Requirements 1. Recommendation Letter of Local Chief Executive, with the following: 1 Original * Office of the Local Chief Executive 1.1 Sworn Statement of Non-Prohibited Relationship 4 1 Original Office of the Local Chief Executive 1.2 Certification of Availability of Funds 5 1 Original LGU Budget Office/Accounting Office 1.3 Approved Plantilla Schedule for the current year 1 Certified Copy LGU HR Office 1.4 Publication of Vacancy (not beyond 3 months old) and posting, with Qualification Standards 6 1 Original LGU HR Office 1.5 Certificate of SPMS Compliance 1 Certified Copy CSC Field Office 1.6 If applicable, provide justification/certification for: 1 Original for each applicable case or include in recommendation letter Office of the Local Chief Executive a. Non-inclusion of Next-in-Rank Employees b. Dearth of Applicants/Inclusion of Applicants from Other LGUs 1.7 Government-issued ID with Photo and Signature of LCE 1 Certified Copy Office of the Local Chief Executive 1.8 Compliance with Sec. 325 of Republic Act No. 7160 7 1 Original Office of the Local Chief Executive 1.9 Certification of Status of Former Incumbent 1 Original LGU HR 1.10 Certificate of Finality of Case if the former incumbent was dismissed from the service 1 Original LGU HR BLGF Central HRMPSB Deliberation Documentary Requirements (Stage 2) 1. Indorsement of the Regional Director 1 Original BLGF Regional Office 2. BLGF Regional HRMPSB Resolution 1 Original BLGF Regional Office 3. Comparative Matrix of Evaluation-Local Treasury Appointment 1 Original BLGF Regional Office 4. Compliance Evaluation of Requirements for Appointment (First Level) 1 Original BLGF Regional Office Note: With all supporting documents submitted by the LGU/Recommendees Second Level Basic Documentary Requirements (Stage 3) 1. Transcript of Records (except for recommendees who are already regularly appointed Local Treasurer/Assistant Local Treasurer) 1 Authenticated Copy for each academic degree University or College where the recommendee graduated 2. Latest Sworn Statement of Assets, Liabilities and Net Worth (SALN) 1 Original LGU HR Office 3. Medical Certificate Latest CSC Form No. 211 1 Original Government Physician 4. Valid Clearance and Certificate/s of No Pending Case (if with pending case/s, provide Case Summary/ies): 4.1 National Bureau of Investigation (NBI) 1 Original NBI 4.2 Civil Service Commission (CSC) 1 Original CSC 4.3 Ombudsman 1 Original Office of the Ombudsman 4.4 BLGF (only for recommendees who are already appointed LT/ALT 1 Original BLGF Central and Regional Offices 4.5 LGU or NGA (only for recommendees who are appointed government personnel) 1 Original Office of the Local Chief Executive 5. Marriage Certificate (for married female only) 1 Certified Copy Philippine Statistics Authority 6. Acceptance of Lower Salary (if applicable) 1 Original By the recommendee 7. BCLTE Profile, if applicable 1 Original Proposed Appointee 8. Position Description Form (CSC-DBM Form 1) 1 Original LGU HR Issuance of Appointment (Stage 4) 1. Memorandum for the Secretary of Finance for the Issuance of Appointment 1 Original BLGF Central Office 2. Appointment Papers (CSC Form No. 33-A, Revised 2018) 3 Original BLGF Central Office 3. BLGF Central HRMPSB Resolution 1 Original BLGF Central Office 4. Validated Comparative Matrix of Evaluation-Local Treasury Appointment 1 Original BLGF Central Office 5. Compliance Evaluation of Requirements for Appointment (Second Level Process) 1 Original BLGF Central Office Note: With all supporting documents submitted by the LGU/Proposed Appointee CSC Attestation (Stage 5) 1. Appointment Transmittal and Action Form (CSC Form 1, Revised 2017) 1 Original Form downloadable from csc.gov.ph CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Stage 1: First Level (Initial Screening) Process For LGUs Outside NCR The BLGF Regional HRMPSB for Local Treasurers pre-evaluated the recommendees of the Local Chief Executive for the appointment of a local treasurer. Submit letter of recommendation of the Local Chief Executive with complete supporting documents to the BLGF Regional Office concerned Receive mailed or personally delivered documents. For personal delivery, check the completeness of documents and acknowledge receipt. Classify, attach barcode and CCS, record in the logbook and i2MS. Route documents to Regional Director None 35 minutes Records Officer Indicate directive/notation and route to Administrative Officer/HRMO None 30 minutes Regional Director If compliant with requirements, prepare and sign the Compliance Evaluation of Requirements for Appointment (First Level); prepare and countersign the BLGF Comparative Matrix of Evaluation-Local Treasury Appointment; prepare Notice of Interview; and endorse evaluation to the Central HRMPSB Secretary. If deficiencies are noted in the submitted documents, prepare Notification of Deficiency/ies to LGU None 1 day Administrative Officer/HRMO Approve the Notification of Deficiency in Documentary Requirements None 1 hour Regional Director Prepare Notification of Deficiency and re-submit required documents Send Notification of Deficiency/ies to LGU, if deficiencies are noted on submitted documents None 1 hour Records Officer If with compliant requirements, conduct interview of recommendees on a scheduled date and convene the HRMPSB to deliberate on the qualifications and ranking of recommendees; prepare and approve the BLGF Comparative Matrix of Evaluation-Local Treasury Appointment and the Regional HRMPSB Resolution, and the indorsement to BLGF Central HRMPSB for Local Treasurers None 3 days Regional Director/Regional HRMPSB Transmit to Central HRMPSB the Regional Director's indorsement with the HRMPSB Resolution; and all supporting documents (by courier/personal delivery) None 2 days Records Officer (Regional Office) Proceed to Stage 2 Stage 1 (Regional Office): Total 6 days 1 hour 5 minutes For NCR LGUs, submit to BLGF Central Office The BLGF Central HRMPSB for Local Treasurers Secretariat evaluates the recommendees of the Local Chief Executive for the appointment of a local treasurer in NCR. Submit letter of recommendation of the Local Chief Executive with complete supporting documents Receive mailed or personally delivered documents. For personal delivery, check the completeness of documents and acknowledge receipt. None 15 minutes Central Records Officer (Receiving) Record documents, assign barcode, and endorse to ADMIN Records Officer None 2 hours Central Records Officer (Receiving) Record documents and endorse to Administrative Officer/HRMO None 30 minutes ADMIN Records Officer Evaluate the qualifications of each recommendee. If compliant with requirements, prepare and sign the Compliance Evaluation of Requirements for Appointment (First Level); prepare the BLGF Comparative Matrix of Evaluation-Local Treasury Appointment; send Notice of Interview. If deficiencies are noted in the submitted documents, prepare Notification of Deficiency/ies to LGU None 3 days Administrative Officer/HRMO Approve the Notification of Deficiency in Documentary Requirements None 1 day BLGF Central HRMPSB Secretary Record the approved Notification of Deficiency and endorse to Records Section None 2 hours ADMIN Records Officer Receives Notification of Deficiency and re-submit documents Release Notification of Deficiency through mail, email or courier None 1 day Central Records officer (Releasing) Conduct interview of recommendees, on a scheduled date prior to HRMPSB deliberation None 1 day Executive Director Update and countersign the BLFG Comparative Matrix of Evaluation-Local Treasury Appointment; and endorse all evaluation documents to the Central HRMPSB Secretary None 1 day Administrative Officer/HRMO Review and sign the Compliance Evaluation of Requirements for Appointment (First Level) and the BLGF Comparative Matrix of Evaluation-Local Treasury Appointment, and send Notice of HRMPSB deliberation and agenda None 1 day BLGF Central HRMPSB Secretary Proceed to Stage 2 (Conduct of Central HRMPSB Deliberation) Stage 1 (Central Office): Total 6 days 4 hours 45 minutes Stage 2: Second Level (Final Deliberation) Process The BLGF Central HRMPSB for Local Treasurers undertakes final deliberations on the proposed appointments of local treasurers Receive mailed or personally delivered documents from the Regional Office, classify and attach CCS, affix barcode; and deliver the physical documents to the ADMIN Records Officer. (Refer to Receipt of Incoming Communications Process) None 2 hours Central Records Officer Record receipt of documents in the logbook; endorse documents to Action Officer None 30 minutes ADMIN Records Officer Check complete documentary requirements and validate evaluation made by Regional HRMPSB. If compliant with the requirements, sign the Compliance Evaluation of Requirements for Appointment (First Level Process) and countersign the BLGF Comparative Matrix Evaluation-Local Treasury Appointment . If all deficiencies are noted, prepare the Notification of Deficiency to RO . None 2 days Administrative Officer/HRMO Review and sign the Compliance Evaluation of Requirements for Appointment (First Level Process) and countersign the BLGF Comparative Matrix of Evaluation-Local Treasury Appointment ; or approve the Notification of Deficiency to RO None 2 days BLGF Central HRMPSB Secretary Receive Notification of Deficiency and re-submit documents Send Notification of Deficiency to LGU, copy furnished the Regional Office None 1 day Central Records Officer (Releasing) Prepare Notice of HRMPSB Deliberation and enlist all LGUs with compliant requirements in the agenda None 1 day Central HRMPSB Secretariat Conduct Central HRMPSB Deliberation; and prepare and sign the HRMPSB Resolution None 7 days Central HRMPSB for Local Treasurers Prepare communication to the Regional Office to inform of the results of deliberation and require the concerned recommendee to submit All Second Level Basic Documentary Requirements for Appointment of Local Treasurers and Assistant Local Treasurers None 1 day Administrative officer/HRMO Review and countersign communication None 1 hour Chief, Administrative Division Record and release letter to AFMS Director None 20 minutes ADMIN Records Officer Review and countersign communication None 2 hours AFMS Director Record and release letter to DED for Administration None 20 minutes AFMS Administrative Assistant Review and approve communication None 2 hours DED for Administration Record and release letter to Central Records None 20 minutes DED Administrative Assistant Release communication to Regional Office through mail, email or courier None 2 days Central Records officer Receive mailed or personally delivered documents. For personal delivery, check the completeness of documents and acknowledge receipt. Classify, attach barcode and CCS, record in the logbook and i2MS. Route documents to Regional Director None 35 minutes Records Officer (Regional Office) Indicate directive/notation and route to Administrative Officer/HRMO None 30 minutes Regional Director Prepare communication to the LGU informing of the results of the deliberation and require the concerned recommendee to submit all Second Level Basic Documentary Requirements for Appointment of Local Treasurers and Assistant Local Treasurers None 1 hour Administrative Officer/HRMO Review and approve communication None 30 minutes Regional Director Receive communication and comply with the submission of requirements Transmit to Central HRMPSB the Regional Director's indorsement with the HRMPSB Resolution, and all supporting documents (by mail, email, courier, pick up) None 2 days Records Officer (Regional Office) Proceed to Stage 3 Stage 3: Pre-issuance of Appointment Papers The BLGF Central Office prepares the appointment papers with the docket of all supporting documents, certifies the publication and the evaluation undertaken by the HRMPSB for Local Treasurers Submit all Second Level Basic Documentary Requirements for Appointment of Local Treasurers and Assistant Local Treasurers to BLGF Central Office Receive mailed or personally delivered documents from the Regional Office; classify and attach CCS, affix barcode, and deliver the physical documents to the ADMIN Records Officer None 2 hours Central Records Officer Receive and record documents in the logbook; endorse documents to Action Officer None 30 minutes ADMIN Records Officer Check and validate submitted documentary requirements: If compliant with requirements, accomplish the Compliance Evaluation of Requirements for Appointment (Second Level Process) and prepare Appointment papers and Memorandum for the Secretary of Finance, with all supporting documents submitted by the proposed appointee. If non-compliant with requirements or deficiencies are noted, prepare the Notification of Deficiency to LGU, copy furnished the RO. None 2 days Administrative Officer/HRMO Review and sign the Compliance Evaluation of Requirements for Appointment (Second Level Process) and prepare Appointment papers and Memorandum for the Secretary of Finance, with all supporting documents, submitted by the proposed appointee; or approve the Notification of Deficiency to LGU None 4 hours Chief Administrative Officer Record and release the Notice of Deficiency to Central Records None 30 minutes ADMIN Records Officer Receive Notification of Deficiency and resubmit requirements Send Notification of Deficiency to LGU, copy furnished the Regional Office by mail, email, courier or pick up None 1 day Central Records Officer (Releasing) Record and release Appointment papers with the memorandum to AFMS Director None 20 minutes ADMIN Records officer Review and sign/countersign Appointment papers and Memorandum None 4 hours AFMS Director Record and release documents to DED for Administration None 20 minutes AFMS Administrative Assistant Review and sign/countersign Appointment papers and Memorandum None 4 hours DED for Administration Record and release documents to Office of the Executive Director None 20 minutes DED Administrative Assistant Receive and record documents and transmit to designated reviewer None 30 minutes OED Records Officer Review Appointment papers and memorandum None 2 hours OED Staff Review and sign Appointment papers and Memorandum None 2 days Executive Director Affix date and clear for release to Administrative Officer/HRMO None 15 minutes OED Staff Record signed document, assign number and affix hologram, and transmit to Administrative Officer/HRMO None 30 minutes OED Records Officer Final check on the completeness of the appointment and supporting documents None 15 minutes Administrative Officer/HRMO Record and release the appointment and supporting documents to Central Records None 10 minutes ADMIN Records Officer Record the appointment docket due for release to the Office of the Undersecretary (USEC), Revenue Operations Group (ROG), Department of Finance (DOF) None 30 minutes Central Records Officer Proceed to Stage 4 Stage 3: Total 6 days 3 hours 35 minutes Stage 4: Approval of Appointment by the Secretary of Finance The proposed appointment processed by BLGF is endorsed to the Office of the Secretary of Finance through the Undersecretary, Revenue Operations Group, for approval. The approved appointment is endorsed to the BLGF Central Office for transmittal to the appointee through the BLGF Regional Office, copy furnished the Local Chief Executive. This is the last stage for the issuance of the appointment and the appointee can already assume the position. Receive Appointment papers with complete supporting documents None 2 hours DOF Central Records Receive and review Appointment papers, and endorse to the Secretary for approval None 5 days USEC-ROG Receive and approve Appointment papers None 5 days OSEC Record receipt of approved Appointment and route to Administrative Officer/HRMO None 15 minutes BLGF Central Records Staff Prepare transmittal to: a. CSC: Appointment Transmittal and Action Form (with docket of appointment) b. Appointee: Memorandum to the Regional Director and transmittal letter to the appointee with a copy of the approved appointment, copy furnished the LCE None 1 day Administrative Officer/HRMO Review and sign CSC transmittal; and countersign memorandum and transmittal to appointee None 2 hours Chief Administrative Officer Record and release transmittal documented to Central Records (for CSC) and to AFMS Director (for appointee) None 30 minutes ADMIN Records Officer For CSC transmittal: Record and deliver documents to CSC Field Office/Regional Office None 30 minutes (CSC-FO) 4 hours (CSC-RO) Central Records Staff For transmittal to the Appointee: Review and countersign transmittal documents None 2 hours AFMS Director Record and release documents to DED for Administration None 20 minutes AFMS Administrative Assistant Review and sign transmittal documents None 2 hours DED for Administration Record and release documents to Central Records None 20 minutes DED Administrative Assistant Record and release the transmittal with complete attachments to Regional Office by mail/courier/pick up None 1 day Central Records Officer Receive mailed or personally delivered documents. For personal delivery, check the completeness of documents and acknowledge receipt. Classify, attach barcode and CCS, record in the logbook and i2MS. Route documents to Regional Director None 35 minutes Records Officer (Regional Office) Indicate directive/notation and route to Administrative Officer/HRMO None 1 hour Regional Director Prepare communication to the LGU transmitting the approved appointment with the instruction that the treasurer can already assume the position None 2 hours Administrative Officer/HRMO Review and approve communication None 1 hour Regional Director Receive approved appointment and acknowledge receipt, take oath of office and assume the position; submit duly acknowledged appointment, oath of office and assumption to CSC BSP Field Office, copy furnished the BLGF CO and RO Transmit to the LGU/appointee the copy of the approved appointment (by mail, email, courier, pick up) None 1 day Records Officer (Regional Office) End of Process on the Issuance of Appointment by the Secretary of Finance Stage 4: Total 14 days 6 hours 30 minutes Stages 1 to 4: Total 44 days 6 hours 15 minutes Stage 5: Attestation by the Civil Service Commission The appointment issued by the Secretary of Finance is forwarded by BLGF to the Civil Service Commission for attestation. The attested appointment is endorsed by CSC to the BLGF for transmittal to the appointee through the BLGF, the Regional Office concerned. For disapproved appointments, the copy of appointment marked "Di-Pinagtibay" by the CSC shall be forwarded to the proposed appointee for the filing of a Motion for Reconsideration as prescribed under the Revised Rules on Administrative Cases in the Civil Service (RRACCS). Pickup attested documents from CSC Field Office/NCR None 30 minutes (CSC-FO) 4 hours (CSC-RO) Central Records Staff Record receipt of the attested appointment from CSC and route to Administrative Officer/HRMO None 10 minutes Administrative Officer V Prepare Memorandum to the Regional Director and transmittal letter to the appointee with a copy of the CSC-attested appointment, copy furnished the LCE None 4 hours Administrative Officer/HRMO Review and sign CSC transmittal; and countersign memorandum and transmittal to appointee None 2 hours Chief Administrative Officer Record and route transmittal documents to AFMS Director None 20 minutes ADMIN Records Officer Review and countersign transmittal documents None 2 hours AFMS Director Record and release documents to DED for Administration None 20 minutes AFMS Administrative Assistant Review and countersign transmittal documents None 2 hours DED for Administration Record and release documents to OED None 20 minutes DED Administrative Assistant Receive and record documents and transmit to designated reviewer None 30 minutes OED Records officer Review transmittal documents None 2 hours OED Staff Review and sign transmittal documents None 2 days Executive Director Affix date and clear for release to Administrative Officer/HRMO None 15 minutes OED Staff Record signed document, assign number and affix hologram, and transmit to Administrative Officer/HRMO None 30 minutes OED Records Officer Final check on the completeness of the transmittal documents None 20 minutes Administrative Officer/HRMO Record and release the appointment and supporting documents to Central Records None 20 minutes ADMIN Records Officer Record and release the transmittal with complete attachments to Regional Office by mail/courier/pickup None 1 day Central Records Officer Receive mailed or personally delivered documents. For personal delivery, check the completeness of documents and acknowledge receipt. Classify, attach barcode and CCS, record in the logbook and i2MS. Route documents to Regional Director None 35 minutes Records Officer (Regional Office) Indicate directive/notation and route to Administrative Officer/HRMO None 30 minutes Regional Director Prepare communication to the LGU transmitting the approved appointment with the instruction that the treasurer can already assume the position None 2 hours Administrative officer/HRMO Review and approve communication None 1 hour Regional Director Transmit to the LGU/appointee the copy of the approved appointment (by mail, email, courier, pick up) None 1 day Records Officer (Regional Office) End of Process on CSC-Attested Appointment Stage 5: Total 6 days 3 hours 40 minutes Stages 1 to 5: Total 51 days 1 hour 55 minutes Preliminary Investigation for NCR (Multi-Stage) This process involves the conduct of preliminary investigation and consequently the submission of Preliminary Investigation Report to the disciplining authority for further action and the release of a letter to the requesting party/complainant informing the latter that the subject case/complaint is under evaluation. HTcADC Office or Division: Legal Service-Internal Affairs Division Classification: Highly technical Type of Transaction: G2G Who may avail: All (General Public, Taxpayers, LGUs, NGAs, GFIs, GOCCs, NGOs, etc.) CHECKLIST OF REQUIREMENTS WHERE TO SECURE Complaint Counter Affidavit or Comment or Explanation, with attachments Show-Cause Order, BLGF Office Order, BLGF Travel Order (Authority to Conduct Preliminary Investigation) CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE The Local Treasurer and their Assistants, person complained of sending his/her Counter affidavit/Comment/Explanation, with attachments Receives and records with CCS the Counter Affidavit/Comment/Explanation, with attachments and routes it to the Office of the Executive Director (OED) None 2 hours Records Officer (Records Section) Records the said Counter Affidavit/Comment/Explanation, with attachments None 20 minutes OED Staff Assigns the same to the Legal Service Director (LSD) None 2 hours Executive Director (ED) Records and routes the documents from the OED to Legal Service None 20 minutes OED Staff Receives and records the Counter Affidavit/Comment/Explanation None 20 minutes Administrative Officer I (Legal Division) Assigns/endorses to the Special Investigator, for appropriate action None 1 hour LSD Evaluates and prepares travel/office order to conduct preliminary investigation None 6 days Special Investigator Reviews and initials of the draft travel/office order None 4 days Division Chief (DC) Reviews, initials and recommends the draft travel/office order None 3.5 days LSD Records and routes the recommended draft travel/office order (countersigned by the SI, DC and LSD) to the OED for approval and signature None 20 minutes Administrative Officer I (Legal Division) Receives and records the draft travel/office order, for approval and initial of the DED None 10 minutes Administrative Assistant III (DED) Reviews, initials and recommends the draft travel/office order None 2.5 days Deputy Executive Director Receives and routes the draft travel/office order, for approval and initial of the ED None 10 minutes Administrative Assistant III (DED) Records and records the draft travel/office order (countersigned by the SI, DC, LSD and DED) for approval and signature of the ED None 20 minutes OED Staff Signs the draft travel/office order for the conduct of preliminary investigation None 2 days ED Various activities to be done by the Administrative Staff of OED before releasing the signed and approved travel/office order back to the SI None .5 days OED Staff Receives the approved travel/office order None 10 minutes Administrative Officer I (Legal Division) Photocopies and scans the approved travel/office order None 30 minutes Administrative Officer I (Legal Division) Records and releases the approved travel/office order to the Records Section for Legal Service None 10 minutes Records Officer, OED Conducts preliminary investigation None 20 days* Special Investigator Submits Investigation report (confidential), with recommendation and the complete records of the case to the Executive Director and simultaneously sends a letter informing the complainant that the complaint is under evaluation None 5 days* Special Investigator Receives notification letter of the status of the complaint filed Total 45 days End of Process Note: Under the 2017 Rules on Administrative Cases in the Civil Service (2017 RACCS) Section 20. Duration of the Preliminary Investigation. x x x shall be terminated within twenty (20) days thereafter. However, the disciplining authority may extend such periods in meritorious cases. Section 21. Investigation Report. Within five (5) days from the termination of the preliminary investigation, x x x shall submit the investigation report x x x to the disciplining authority. Assessment Evaluation/Examination and Monitoring (AEEM) Office or Division: LGUOS/Local Assessment Operations Division (LAOD) Classification: Highly Technical Type of Transaction: G2G Who may avail: NCR City/Municipality Assessor Office CHECKLIST OF REQUIREMENTS WHERE TO SECURE Assessment records From the Assessor's Office visited Relevant supporting documents as mentioned in the letter-request CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submits to BLGF Records Section letter-request together with all the supporting documents Preparation of Inventories of candidate LGUs. Recommend the 5 top priorities for deliberation with Evaluating Team. None 60 minutes AA Conduct a meeting to deliberate the candidate LGUs with account officers or Members of evaluating team. Planning ensues as to the a. schedule b. assignment of task c. preparation of cash advances and travel order, d. flow or order of inspection, and coordination with LGUs and RO (if applicable). None 1 day DC, AA, AO Confirm the availability of the Assessor's Office and advise the forthcoming evaluation and ocular in LGU. Receive the preliminary confirmation from the LGU. None 15 minutes AA/AO Prepare the necessary requirements in conducting the on-site evaluation: a. Travel Order (see Travel Order process of Admin Division) b. Travel Allowance (see of CA/Reimbursement process of accounting Division) c. Draft formal letter request to the LCE for the evaluation and ocular d. Draft covering memo, seeking approval from the OED as to the proposed evaluation and ocular of the candidate LGUs. None 1 day AO Records the draft letter LCE, Bureau Order, memo prepared by AO None 5 minutes AA Reviews/revises the draft action None 1 day (DC)/OIC Chief Records the instruction of the DC/AC None 5 minutes AA Finalizes the draft action None 10 minutes AO Reviews the finalized draft action None 15 minutes (DC)/OIC Chief Records and transmits the finalized draft action None 5 minutes AA Refer to Procedure on Outgoing of Documents Receives, records and photocopies the approved/signed action and releases to Records Section None 30 minutes AA Records Section receives and records the approved/signed action and releases to the concerned party (by mail/pickup) None 10 minutes Receiving/Releasing Clerk Proceed to the LGU. a. If the evaluation is outside NCR, make a courtesy visit to RO Director. b. Make a courtesy call to Local Chief Executive (LCE) of LGU and Local Assessor, cite the purpose and objectives of the evaluation/ examination to be conducted. c. Provide them with a copy of the Bureau Order in conducting evaluation in LGU's Assessor's Office. d. Request all the necessary documents and apply the procedure. e. Perform the examination and ocular inspection. f. Conduct exit conference with the local Assessor and the focal person to discuss the preliminary findings, best practices and recommendations. f. Return to BLGF Central Office. None 3 days Evaluating Team Prepare the following: a. Evaluation Report based on the results of assessment b. Covering memo address to ED informing the result of the evaluation to LGU assessor's office c. Letter to the Local Chief Executive (LCE) on the findings, best practices and recommendation of LAOD team 3. Forward the documents to AA for endorsement to DC. None 15 days Evaluating Team Records the draft Evaluation Report, Letter to the LCE and Memo prepared by AO None 5 minutes AA Reviews/revises the draft action None 1 day (DC)/OIC Chief Records the instruction of the DC/AC None 5 minutes AA Finalizes the draft action None 10 minutes AO Reviews the finalized draft action None 15 minutes (DC)/OIC Chief Records and transmits the finalized draft action None 5 minutes AA Refer to Procedure on Outgoing of Documents Receives, records and photocopies the approved/signed action and releases to Records Section None 30 minutes AA Records Section receives and records the approved/signed action and releases to the concerned party (by mail/pickup) None 10 minutes Receiving/Releasing Clerk Total 22 days 3 hours and 91 minutes REGIONAL OFFICES EXTERNAL SERVICES Simple Transactions Issuance of Certified Copy of Records to External Clients (Request for Certified Copy of Records) Includes documents kept by the Regional Office such as PDS, SALN, appointment copies, memoranda, designations, documents on 201 files of Provincial, City, Municipal Treasurers and Assistant, Provincial, City, Municipal Treasurers. Requested documents pertain only to documents belonging to the requesting party. Processing time indicated is on a per document basis. CAIHTE Office or Division: Regional Office Classification: Simple Type of Transaction: G2G Who may avail: General Public, LGUs, NGAs CHECKLIST OF REQUIREMENTS WHERE TO SECURE Request Slip BLGF-CAR Two (2) Identification Documents (IDs) one of which is a National Government Issued ID BLGF-CAR CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Fills out and submits the request slip for certified copy of records to the Receiving Officer/Administrative Officer I Receives the request slip; checks the two (2) identification documents presented by the client and affixes signature to the request slip (Refer to the process on receipt of Incoming Documents) None 35 minutes Admin. Officer I (Records Officer/Receiving Officer) Forward the request slip to the Regional Director for approval of the requested certified copy of documents None 5 minutes Admin. Officer I (Records Officer) Affix his/her signature for approval None 5 minutes Regional Director Retrieve the document/s requested from the records section (Refer to the process for retrieval of documents) - Photocopy original documents; - Stamp duplicate copy with certified copy of the original and affix name and signature of the Records Officer; - Original documents shall be returned to the records section None 40 minutes Admin. Officer I (Records Officer) Receives the document and affixes signature and date received to records logbook and receiving document Releases the duplicate copy of document/s with stamp certified copy of original to client (Refer to the process for release of Outgoing Documents) None 45 minutes Administrative Officer I (Legal Division) Total 2 hours End of Process Sale of Bid Documents The Bureau of Local Government Finance is strictly implementing the Government Procurement Reform Act (RA 9184). The sale of Bid Documents is open to all interested bidders. Interested parties may purchase Bid Document from the Procurement Unit. The processing time indicated is on a per document basis. HTcADC Office or Division: Regional Office Classification: Simple Type of Transaction: G2B Who may avail: Service Providers CHECKLIST OF REQUIREMENTS WHERE TO SECURE Authorization from owner/proprietor of the business Business or proprietor Two (2) Identification Documents (IDs) one of which is a National Government Issued ID Business or proprietor CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submits the written request, authorization to purchase Bid Documents together with valid IDs Receives request and authorization to purchase Bid Documents. Check the presented two (2) identification documents (IDs) and verify the identity of the bearer of the documents None 5 minutes BAC Secretariat Prepare Bid Documents None 10 minutes BAC Secretariat Pay bid docs to the Cashier Receives payment and issues an Acknowledgment/Official Receipt None 10 minutes Administrative Officer III (Cashier II) Presents Acknowledgement Receipt/Official Receipt to the Procurement Officer; receives Bid Document and affixes signature on the logbook Records Acknowledgement Receipt and other details on the logbook None 5 minutes BAC Secretariat Total 30 minutes End of Process Request for LGU Financial Data Providing LGU financial information using statistical method/s to stakeholders based on the Statement of Receipts and Expenditures (SRE) reports submitted by the local government units to the Bureau. CAIHTE Office or Division: LFPS/Local Financial Data Analysis Division (LFDAD) Classification: Highly Technical Type of Transaction: G2B, G2C, G2G Who may avail: Senate, Congress, NGAs, LGUs, GFIs, Other Stakeholders, etc. CHECKLIST OF REQUIREMENTS WHERE TO SECURE Letter or email request Submission to BLGF CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submission of request Record and number the received request for data None 10 minutes Records Officer (Records Section) Receive the request for data None 10 minutes Administrative Aide II (Office of the Exec Director) Designate the request to the division concerned for appropriate action None 30 minutes Executive Director Record and receive the request for data None 10 minutes Administrative Assistant Designate an action officer to accommodate the data request None 30 minutes Financial Analyst V Action officer processes the data request None 7 days Financial Analyst IV/III/II Statistician III/II/I The processed data will be forwarded to Division Chief for review and/approval None 2 days Financial Analyst V Action officer edits action based on the comments of the Division Chief None 1 day Financial Analyst IV/III/II Statistician III/II/I Receive and record the draft data to Service Director None 10 minutes Administrative Assistant (Office of Director, LFPS) The draft data will be reviewed and vetted by the Service Director None 1 day Director II, LFPS Action officer edits action based on the comments of the Service Director None 1 day Financial Analyst IV/III/II Statistician III/II/I Receive and record the draft data to Deputy Executive Director None 10 minutes Administrative Assistant (Office of the Deputy Exec Director) The draft data will be reviewed and vetted by Deputy Executive Director None 1 day Deputy Executive Director III Action officer edits action based on the comments of the Deputy Executive Director None 1 day Financial Analyst IV/III/II Statistician III/II/I Receive and record the draft data to Executive Director None 10 minutes Administrative Assistant (Office of the Executive Director) The draft data will be reviewed and vetted by the Executive Director None 2 days Executive Director Action officer edits action based on the comments of the Executive Director None 2 days Financial Analyst IV/III/II Statistician III/II/I Approval of the draft data None 30 minutes Executive Director Release requested data to the Records Section None 30 minutes Administrative Assistant Received requested data Release of requested data for the Records Section to the requestor None 2 days Administrative Officer II (Records Section) Total 19 days, 3 hours Request for Certification of Average Annual Income (AAI) Providing Certification of Average Annual Income (AAI) based on the SRE reports submitted by the local government units to the Bureau aScITE Office or Division: LFPS/Local Financial Data Analysis Division (LFDAD) Classification: Highly Technical Type of Transaction: G2B, G2C, G2G Who may avail: Senate, Congress, and LGUs CHECKLIST OF REQUIREMENTS WHERE TO SECURE Letter or email request Submission to BLGF CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submission of request Record and number the received request for data None 10 minutes Records Officer (Records Section) Receive the request for data None 10 minutes Administrative Aide II (Office of the Exec Director) Designate the request to the division concerned for appropriate action None 30 minutes Executive Director Record and receive the request for data None 10 minutes Administrative Assistant Designate an action officer to accommodate the data request None 30 minutes Financial Analyst V Action officer processes the request for AAI Certificate None 7 days Financial Analyst IV/III/II Statistician III/II/I The processed data will be forwarded to Division Chief for review and/approval None 2 days Financial Analyst V Action officer edits action based on the comments of the Division Chief None 1 day Financial Analyst IV/III/II Statistician III/II/I Receive and record the AAI Certificate to Service Director None 10 minutes Administrative Assistant (Office of Director, LFPS) The AAI Certificate will be reviewed and vetted by the Service Director None 1 day Director II, LFPS Action officer edits action based on the comments of the Service Director None 1 day Financial Analyst IV/III/II Statistician III/II/I Receive and record the AAI Certificate to Deputy Executive Director None 10 minutes Administrative Assistant (Office of the Deputy Exec Director) The AAI Certificate will be reviewed and vetted by Deputy Executive Director None 1 day Deputy Executive Director III Action officer edits action based on the comments of the Deputy Executive Director None 1 day Financial Analyst IV/III/II Statistician III/II/I Receive and record the AAI Certificate to Executive Director None 10 minutes Administrative Assistant (Office of the Exec Director) The AAI Certificate will be reviewed and vetted by Executive Director None 2 days Executive Director Action officer edits action based on the comments of the Executive Director None 2 days Financial Analyst IV/III/II Statistician III/II/I Approval of the AAI Certificate None 30 minutes Executive Director Release requested data to the Records Section None 30 minutes Administrative Assistant Received requested data Release of requested data for the Records Section to the requestor None 2 days Administrative Officer II (Records Section) Total 19 days, 3 hours Referral for Issuance of Opinion/Position Paper on Local Finance on Cases with Previously Issued Rulings/Opinion The service facilitates the issuance of opinions/rulings/position paper relative to the queries on local taxation, local treasury operations, real property appraisal and assessment and other local finance issues which do not have similarly decided cases or previously issued opinions/rulings through referral to the BLGF Central Office. Office or Division: Regional Office Classification: Simple Type of Transaction: G2G; G2C Who may avail: All (General Public, Taxpayers, LGUs, NGAs, GFIs, GOCCs, NGOs, etc.) CHECKLIST OF REQUIREMENTS WHERE TO SECURE Letter/communication relative to the query CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submits query or communication to BLGF Records Unit Receives and records incoming communication/query (Refer to process on receipt of Incoming Documents) None 35 minutes Administrative Officer I (Records Officer/Receiving Officer) Receives the letter/communication and directive of Regional Director. Affixes initial/signature on the incoming logbook None 5 minutes FA/LTOO/Action Officer (depending on the type of query) Prepares draft indorsement letter to the concerned division of the Central Office None 1 hour FA/LTOO/Action Officer (depending on the type of query) Reviews and approves draft indorsement letter None 1 hour Regional Director Finalizes the indorsement letter. Attaches and fills-up cleared for release slip None 30 minutes FA/LTOO/Action Officer (depending on the type of query) Approves/signs letter reply. Approves cleared for release slip None 30 minutes Regional Director Receives copy of indorsement Records and releases indorsement letter with the attached query, copy furnished the client. (Refer to process on release of outgoing documents) None 1 hour, 5 minutes Administrative Officer I (Records Officer)/Administrative Aide IV Total 4 hours and 45 minutes End of Process Note: The Regional Office shall transmit the Opinion issued by the BLGF Central Office upon receipt thereof. REGIONAL OFFICES EXTERNAL SERVICES Complex Transactions Issuance of Regional Special Personnel Order (RSPO) for the Designation of Local Treasurer/Assistant Treasurers The designation of Acting Treasurer or Assistant Treasurer/Officer-in-Charge or In-Charge of Office in the local treasury offices of the region requires the issuance of a Regional Special Personnel Order (RSPO) by the concerned BLGF Regional Director which shall be confirmed by the Executive Director of BLGF. This process enumerates the step-by-step process in the issuance of the RSPO for the original designation of Local Treasurers. HEITAD Office or Division: Regional Office Classification: Complex Type of Transaction: G2G Who may avail: LGUs CHECKLIST OF REQUIREMENTS WHERE TO SECURE For Original Designations: Original Recommendation Letter of the Provincial Treasurers in the case of designating a Municipal Treasurer Provincial Treasury Office Original Recommendation Letter of the Local Chief Executive or City Treasurer in case of Assistant City Treasurer Provincial/City Treasury Office Original Letter of Recommendation of the Local Chief Executive (Submit at least three (3) ranking eligible recommendees in accordance to Secs. 470 and 471 of the LGC of 1991 Office of the Municipal Mayor in the case of municipality; Office of the City Mayor in the case of City; Office of the Provincial Governor in the case of province Updated Personal Data Sheet (PDS) with updated Service Records Applicant Certified True Copy of the Latest Appointment of the Designee LGU Certified True Copy of Civil Service (CSC) Eligibility/BCLTE Civil Service Commission Certified True Copy of Academic Transcript of Records (Authenticated by the School/University) School Certified True Copy of Detail Order (If designee comes from another Office/LGU) LGU Certified True Copy of Plantilla of the Concerned Treasury Office with indicated Salary Grade and CSC Eligibility of the incumbent LGU Certified True Copy of Plantilla of the Originating Office/LGU (If designee comes from another Office/LGU) LGU Certificate of no pending administrative case from the Civil Service Commission (CSC) Civil Service Commission If the designee is not the next-in-rank, a justification from the LCE indicating the reason for not recommending the next-in-rank LGU If applicable, copy of travel authority issued by the BLGF Central Office and/or approved leave of absence, or resignation letter/proof of retirement from the service BLGF Regional Office Certificate on non-dual citizenship (not included in the checklist of requirements per BLGF OO 6-13-2017 but required by CO) Applicant For Extension of Designations Original Recommendation Letter of the Provincial Treasurers in the case of designating a Municipal Treasurer Provincial Treasury Office Original Recommendation Letter of the Provincial Treasurer or City Treasurer in the case of Assistant City Treasurer Provincial/City Treasury Office Updated Personal Data Sheet (PDS) Applicant Original Copy of the Service Record LGU Certification that the cash books of the Local Treasurer are updated, in case the designee is Municipal Treasurer Provincial Treasurer CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submits Indorsement Letter of the Provincial Treasurer (in case of Municipal/Assistant Municipal/Assistant Provincial Treasurer)/City Treasurer (in case of Assistant City Treasurer)/Local Chief Executive (in case of Provincial/City Treasurer) with complete documentary requirements Receives and records letter recommendation with complete documentary requirements (Refer to process on receipt of Incoming Documents) None 35 minutes Administrative Officer I (Records Officer/Receiving Officer) Receives letter-recommendation and attached documentary requirements, and directive from Regional Director. Affixes initial/signature on the incoming logbook None 3 minutes Administrative Officer I (Records Officer) Reviews documentary requirements as to completeness, correctness and validity of the documents None 1 day Administrative Officer I (Records Officer) Prepares/Finalizes the RSPO and relevant communications to concerned Local Treasurer, Provincial Treasurer, LCE, COA and Servicing Banks. Attaches and fills-up cleared for release slip None 3 hours Administrative Officer I (Records Officer) Reviews/Approves/Signs RSPO and other relevant communications. Approves cleared for release slip None 2 hours Regional Director Affixes signature and date received to the outgoing logbook and receiving/file document Records and releases signed RSPO and other relevant documents (Refer to the process on release of outgoing documents) None 1 hour, 5 minutes Administrative Officer I (Records Officer)/Administrative Aide IV Update the ADMS None 10 minutes Administrative Assistant II Total 1 day 6 hours 53 minutes End of Process Note: The approved RSPO is forwarded to the BLGF Central Office for confirmation by the Executive Director. The confirmed RSPO shall be transmitted to the designee upon receipt thereof. Indorsement of the Request for Detail of Local Treasurers/Assistant Treasurers The service enumerates the step-by-step process in the indorsement request for the detail of Treasurers and Assistant Treasurers within the jurisdiction of the Regional Office. aDSIHc Office or Division: Regional Office Classification: Complex Type of Transaction: G2G Who may avail: LGUs CHECKLIST OF REQUIREMENTS WHERE TO SECURE Original Request Letter of the LCE to the BLGF LGU Original Letter of Request of the LCE to the recipient LGU LGU Original Letter of acceptance from the LCE of the recipient LGU LGU Original Indorsement Letter of the Provincial Treasurer of the request Provincial Treasury CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submits letter-request from the Local Chief Executive for the detail of the treasurer/assistant treasurer (Request must be supported by valid reason) Receives and records letter request with supporting documents (Refer to process on receipt of Incoming Documents) None 35 minutes Administrative Officer I (Records Officer/Receiving Officer) Receives letter-request with attached supporting documents, directive of Regional Director. Affixes initial/signature on the incoming logbook None 3 minutes Administrative Officer I (Records Officer) Review request and supporting documents None 2 hours Administrative Officer I (Records Officer) Prepares/finalizes indorsement letter to Central Office for the issuance of Detail Order None 2 hours Administrative Officer I (Records Officer) Reviews/Approves/Signs the Indorsement Letter and supporting documents None 1 hour Regional Director Approves/signs letter reply. Approves cleared for release None 30 minutes Regional Director Receives copy of indorsement Records and releases indorsement letter and supporting documents copy furnished the Local Treasurer. (Refer to process on release of outgoing documents) None 1 hour, 5 minutes Administrative Officer I (Records Officer)/Administrative Aide IV Total 6 hours and 43 minutes Note: The approved Detail Order is transmitted to the Local Treasurer upon receipt thereof. Indorsement of Request for Extension of Service of Local Treasurers The extension of the service of a local treasurer due for mandatory retirement may be requested by the Local Chief Executive and accordingly indorsed by the BLGF Regional Director to the BLGF Executive Director for indorsement to the Chairperson of the Civil Service Commission. ATICcS Office or Division: Regional Office Classification: Complex Type of Transaction: G2G Who may avail: LGUs, Local Treasurer/Assistant Treasurer CHECKLIST OF REQUIREMENTS WHERE TO SECURE Letter Request for the extension of service from the Local Chief Executive Local Chief Executive Original Recommendation Letter of the Provincial Treasurer in the case of designating a Municipal Treasurer/Assistant Municipal Treasurer Provincial Treasury Office Original Recommendation Letter of the Provincial Treasurer/City Treasurer in the case of designating an Assistant Provincial/City Treasurer Provincial Treasury Office Original Letter of Recommendation of the Local Chief Executive Local Chief Executive Updated Personal Data Sheet (PDS) with updated Service Record Client Certified True Copy of the Updated Plantilla of LGU Personnel for the LGU LGU Certificate of No Pending Administrative Case Civil Service Commission Medical Certificate Licensed Government Physician Ombudsman Clearance Office of the Ombudsman Original Copy of the Service Record of the Local Treasurer LGU Certificate of Live Birth Philippine Statistics Authority CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submits letter-request/recommendation for extension of service from the Local Chief Executive for the detail of the treasurer/assistant treasurer (Request must be supported by valid reason) Receives and records letter recommendation with complete documentary requirements (Refer to process on receipt of Incoming Documents) None 35 minutes Administrative Officer I (Records Officer/Receiving Officer) Receives letter-request/ recommendation with attached documentary requirements, directive of Regional Director. Affixes initial/signature on the incoming logbook None 3 minutes Administrative Officer V (HRMO III) Review documentary requirements as to completeness, correctness, and validity of the documents None 1 day Administrative Officer V (HRMO III) Prepares/finalizes indorsement letter to the Executive Director None 3 hours Administrative Officer V (HRMO III) Reviews/Approves/Signs the Indorsement Letter and supporting documents None 1 hour Regional Director Receives copy of indorsement Records and releases indorsement letter with complete documentary requirements copy furnished the Local Treasurer. (Refer to process on release of outgoing documents) None 1 hour, 5 minutes Administrative Officer I Total 1 day 1 hour 43 minutes Note: The Regional Office shall transmit to the Local Treasurer the following upon receipt: copy of the indorsement to CSC; CSC Resolution approving/disapproving the request for extension of service. Indorsement of Request for Authority to Travel Abroad This covers the process of issuance of Authority to Travel Abroad for Local Treasurers/Assistant Treasurers outside the National Capital Region. ETHIDa Office or Division: Regional Office Classification: Complex Type of Transaction: G2G Who may avail: Local Treasurer/Assistant Treasurer CHECKLIST OF REQUIREMENTS WHERE TO SECURE Original Letter Request of the Local Treasurer Applicant Copy of Invitation from foreign organization/sponsor (If applicable/Any) Applicant Original clearance from money, properties, and other accountabilities LGU Certified True Copy of SALN LGU Letter from the Local Chief Executive recommending the Foreign Travel of the Local Treasurer Local Chief Executive Indorsement Letter of the Provincial Treasurer Provincial Treasury Office Notarized Sworn Statement on estimated travel expenses and source of financing Applicant Approved Leave Application, in case of personal foreign travel LGU Justification Letter (for late submission and/or incomplete documentary requirements) Applicant Certificate of No Pending Administrative Case BLGF Regional Office CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submits letter-request for authority to travel abroad with complete documentary requirements Receives and records letter-request with complete documentary requirements (Refer to process on receipt of Incoming Documents) None 35 minutes Administrative Officer I (Records Officer/Receiving Officer) Receives letter-request with attached documentary requirements, directive of Regional Director. Affixes initial/signature on the incoming logbook None 3 minutes Administrative Officer I (Records Officer) Review documentary requirements as to completeness, correctness, and validity of the documents None 1 day Administrative Officer I (Records Officer) Prepares/finalizes indorsement letter to BLGF Central Office for the issuance of authority to travel. Attaches and fills-up cleared for release slip. None 2 hours Administrative Officer I (Records Officer) Reviews/Approves/Signs the Indorsement Letter and documentary requirements. Approves cleared for release slip None 2 hours Regional Director Receives copy of indorsement Records and releases signed indorsement and other relevant documents; copy furnished the Local Treasurer. (Refer to process on release of outgoing documents) None 1 hour, 5 minutes Administrative Officer I (Records Officer)/Administrative Aide IV Total 1 day 4 hours 13 minutes Note: The Regional Office shall transmit to the approved Travel Authority to the Local Treasurer upon receipt thereof. Payment to Service Providers for Services Rendered Office or Division: Regional Office Classification: Complex Type of Transaction: G2G; G2B Who may avail: All service providers CHECKLIST OF REQUIREMENTS WHERE TO SECURE Billing Statement and other attachment if any Client CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submits billing statements and other necessary documents Receives and records billing statements with complete documentary requirements (Refer to process on receipt of Incoming Documents) None 35 minutes Administrative Officer I (Records Officer/Receiving Officer) Checks allotment, prepares Obligation Request and Status (ObRS), signs and certifies as to the availability of allotment. Forwards the ObRS to the Bookkeeper for the preparation of the Disbursement Voucher (DV) None 15 minutes Budget Officer/Administrative Aide IV Prepares DV, signs and certifies as to the availability of cash for the purpose, completeness or supporting documents. Forwards the DV together with the ObRS and necessary attachments to the Regional Director for Approval None 15 minutes Bookkeeper/ Administrative Assistant III Reviews, approves, and signs Obligation Request and Status and DV. Forwards the approved ObRS and DV to the cashier for preparation of check/LDDAP None 15 minutes Regional Director Prepares, signs and certifies List of Due and Demandable Accounts Payable-Advice to Debit Accounts (LDDAP-ADA) in accordance with existing budgeting, accounting and auditing rules and regulations None 15 minutes Administrative Officer III (Cashier II) Verifies the completeness of signatures, prepares Check Payment/Advice on Check Issued and Cancelled (ACIC) (for check payment)/Summary of LDDAP-ADAs Issued and Invalidated ADA Entries (SLIIAE) (For payees with Land) None 30 minutes Administrative Officer III (Cashier II) Reviews/approves and sign check/LDDAP and ADA. Forwards to the Cashier for delivery to the depository bank None 15 minutes Regional Director Delivers duplicate copy of check together with the advice and CD/LDDAP-ADA with the SLIIAE to depository bank None 1 day Administrative Officer III (Cashier II) Receives check payment and signs and acknowledges receipt of payment in the DV Delivers check for payment for services provided, and ensure service provider or duly authorized representative to sign under the receipt of payment portion of DV None 1 day Administrative Officer III (Cashier II) Total 2 days 2 hours 20 minutes Issuance of Opinion on Local Finance on Cases with Previously Issued Rulings/Opinion This service facilitates Issuance of Opinions/Rulings on Queries related to Local Taxation, Local Treasury Operations, Real Property Appraisal and Assessment and other Local Finance Issues that have similarly decided cases or previously issued rulings/opinions. TIADCc Office or Division: Regional Office Classification: Complex Type of Transaction: G2G; G2B; G2C Who may avail: All (General Public, Taxpayers, LGUs, NGAs, GFIs, GOCCs, NGOs, etc.) CHECKLIST OF REQUIREMENTS WHERE TO SECURE Letter/communication relative to the query CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submits query or communication to BLGF Records Unit Receives and records incoming communication/query (Refer to process on receipt of Incoming Documents) None 35 minutes Administrative Officer I (Records Officer/Receiving Officer) Receives the letter/communication and the directive from the Regional Director. Affixes initial/signature on the incoming logbook None 5 minutes FA/LAOO/LTOO/ Action Officer (Depending on the type of query) Research on the office files on similar cases decided or similar issuances/opinions/rulings None 3 days FA/LAOO/LTOO/ Action Officer (Depending on the type of query) Drafts letter reply on the opinion/ruling/issuances/ decisions previously issued on similar cases None 1 day FA/LAOO/LTOO/ Action Officer (Depending on the type of query) Reviews and approves the draft letter None 1 hour Regional Director Finalizes letter reply. Attaches and fills-up cleared for release slip None 30 minutes FA/LAOO/LTOO/ Action Officer (Depending on the type of query) Approves/Signs letter reply. Approves cleared for release slip None 30 minutes Regional Director Received letter reply Records and releases indorsement letter with the attached query (Refer to the process on release of outgoing documents) None 1 hour, 5 minutes Administrative Officer I (Records Officer/Receiving Officer) Total 4 days 3 hours 45 minutes REGIONAL OFFICES EXTERNAL SERVICES Highly-Technical Transactions Indorsement of Request for the Issuance of Certificate of Net Debt Service Ceiling and Borrowing Capacity LGUs interested in applying for loans from lending institutions to finance proposed projects are required to secure Certificate of Net Debt Service Ceiling and Borrowing Capacity (CNDSCBC), herein after referred to as Certificate , from the BLGF. The process covers from receipt of application and validation of the accuracy of data and completeness of the documentary requirements, to computation of NDSCBC, and to the eventual indorsement of the request for issuance of certificate of net debt service ceiling and borrowing capacity to the Central Office. All provinces, cities, municipalities, and barangays may avail of this service but does not guarantee approval of loan nor facilitation of loan releases. LGU applications shall be submitted to their respective BLGF Regional Office. BLGF Memorandum Circular No. 007-2020, dated 23 March 2020, on processing and issuance CNDSC/BC for LGUs during the nationwide state of calamity due to COVID-19 and the online submission of documentary requirement; BLGF Memorandum, dated 16 October 2020 to all BLGF Central and Regional Offices delegating to the Regional Office focal persons the accomplishment of the (i) letter to LCE; (ii) Certificate; (iii) Enclosure C; (iv) Memo to the local treasurer; (v) Annexes; and (vi) MS Excel Files of Enclosure A, B and C, shall form part of the electronic submission to LDMED. cSEDTC Office or Division: Regional Office Classification: Highly Technical Type of Transaction: G2G Who may avail: Local Government Units LGUs CHECKLIST OF REQUIREMENTS WHERE TO SECURE 1. Letter request from the Local Chief Executive, indicating: The lending institution; Terms and conditions of the proposed loan: (a) Repayment period; and (b) Interest rate The purpose of the loan Note: (Refer to Offer Sheet prepared by the lending institution (maybe attached to fast track evaluation/validation process) Please indicate also the following: i. Name of official LGU representative, preferably the local treasurer and the designated email address and mobile number; ii. Name of official bank/lending institution (LI) representative, and designated email address and mobile number; Specimen Signature; and Scanned copy of government-issued IDs of the LGU and bank/LI representative 2. Certification of existing/absence of loan/s duly certified by the Local Treasure with the following details: Types of loans and other obligations contracted; Purpose of the loans and other obligations contracted; Name of the lending institutions; date of approval and maturity; terms and conditions (interest rate and number of years to pay) remaining balances of loans and other obligations; and Annual Amortization schedules (segregating the principal from the interest) issued by the lending institution 3. Commission on Audit (COA) Annual Audit Certificate for the most recent year, which shall be supported by the year-end financial reports for the past three (3) years: Pre-closing Trial Balance (General Fund) Statement of Financial Performance (Detailed) The COA Audit Certificate of the immediately preceding year shall be required. If at the time of application with the BLGF the same is not yet issued by COA, the report of the first preceding year shall be submitted, provided that the latest year-end financial report duly stamped as received by COA shall form part of the submission; Adverse findings refer to observations of COA on local financial management and matters specifically concerning the Local Treasurer, such as, but not limited to: 1. Unremitted and undeposited collection; 2. Unliquidated cash advances; 3. Unremitted mandatory contributions to GSIS, Pag-IBIG, PhilHealth, withholding tax to BIR, etc.; 4. Unreconciled cash book with the Bank Reconciliation Statement and Subsidiary Ledger. For LGUs with adverse findings on its latest COA Annual Audit Report, an Agency Action Plan and Status of Implementation (AAPSI) duly received by COA shall be required. The status of recommendations in the AAPSI may be validated by the BLGF, if necessary. 4. Certification issued by the Lending Institution stating that it shall not require LGU deposits as compensating balance for the loan , if such lending institution is (1) not an authorized government depository bank or (2) an authorized government bank required to obtain the prior approval of the Department of Finance, as provided under the DOF Circular No. 01-2017 dated 11 May 2017. If the lending institution of the LGU is any of the following, as indicated in the letter request or Offer Sheet, the Certification shall not be required: 1. Land Bank of the Philippines (LBP); 2. Development Bank of the Philippines (DBP); 3. Philippine Postal Savings Bank, Inc. (PPSB), renamed as "Overseas Filipino Bank, Inc., a savings bank of LANDBANK"; 4. Al Amanah Islamic Investment; 5. United Coconut Planters Bank (UCPB); 6. Philippine Veteran's Bank (PVB); and 7. Municipal Development Fund Office (MDFO). Client Steps Agency Actions Fees to be paid Processing time Personnel Responsible 1. Send a letter request for the issuance of CNDSC/BC, to the BLGF Regional Office or Central Office if NCR LGU, together with the supporting documentary requirements. Client replies on Notice of Deficiency and submits lacking documents. 1. Check completeness, veracity, consistency, and orderliness of submitted letter request with supporting documentary requirements and verify records for previous applications, if any. None 15 minutes Administrative Aide VI Financial Analyst III, and IV Loan Examiners II, III, and IV and Chief, Local Debt Monitoring and Evaluation Division (LDMED) 2. Prepare Acknowledgment Letter for complete application or Notice of Deficiency , if applicable, and send to the LGU through the BLGF RO. 5 hrs. 3. Assign the request to an action officer. 30 mins. 4. Evaluate, analyze, review, validate and process requests: 1 hr. a. For request from NCR, evaluate and analyze financial statement and compute NDSC/BC by using Enclosures A, B and C; 1 hr. b. For request endorse by the Regional Office, review, validate and analyze Financial Statement against Enclosures A, B and C submitted. Review existing loans based on amortization schedule, and compute NDSC/BC; c. Evaluation and validation of existing loans based on the amortization schedule; d. Evaluate and validate action taken on the recommendations of COA in the AAPSI, if not satisfied/convince or recommendation is not implemented or recommendation is not implemented, require additional explanation/justification from LGU; e. Prepare Cost-Benefit Analysis if refinancing, buyout, or restructuring; f. Prepare Debt Service Analysis if LGU is about to reach Debt Service Ceiling. None 1 hr. Administrative Aide VI Financial Analyst III, and IV Loan Examiners II, III, and IV 5. Review, process, and endorse Transmittal Letter, the Certificate , and Memorandum to Local Treasurer ; 3 hrs. 6. Certify Enclosure C and affix initials to the Transmittal Letter, Certificate, and Memorandum to LGU ; None 30 minutes Administrative Aide VI 7. Record details of loan application to database, and to out-going logbook and forward the same for endorsement; 45 minutes Financial Analyst III, and IV 8. Review and approve computed borrowing capacity and sign Enclosure C . Affix initials to Transmittal Letter , the Certificate , and cover Memorandum ; 4 hrs. Loan Examiners II, III, IV, Chief, LDMED 10. Review and approve application and sign the Certificate , cover Memorandum , and Transmittal Letter ; None Within 2 days Administrative Aide VI 11. Record and transmit approved Certificate and signed cover Memorandum and Transmittal Letter . Within 1 day Service Director Executive Director TOTAL 20 days Resolution of Complaints This service is a determination of whether a Prima Facie Evidence exists against the erring officials complained of and the eventual issuance of Formal Charge as the case maybe, which seeks to institutionalize efficiency, and ensures quick or prompt action on complaints received from the public. The processing time indicated is on a per complaint basis. HTcADC Office or Division: Regional Office Classification: Highly technical Type of Transaction: G2G; G2B; G2C Who may avail: All (General Public, Taxpayers, LGUs, NGAs, GFIs, GOCCs, NGOs, etc.) CHECKLIST OF REQUIREMENTS WHERE TO SECURE Letter complaint and Documentary Evidence CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submits complaint against Local Treasurer or Assistant Treasurer in writing; subscribed and sworn by the complainant Receives and records the complaint together with supporting documents. (Refer to process on receipt of Incoming Documents) None 35 minutes Administrative Officer I (Records Officer/Receiving Officer) Receives the complaint and other documents and the directive from the Regional Director. Affixes initial/signature on the incoming logbook None 15 minutes Special Investigator III Evaluates the complaint if sufficient in form and substance, prepares communication and requires the person complained of to submit a Counter-Affidavit or Comment under Oath within 72 hours from receipt of the communication. Attaches and fills-up cleared for release slip None 3 days Special Investigator III Reviews/approves/signs relevant communication. Approves clear for release slip None 15 minutes Regional Director Records and releases the communication requiring Counter Affidavit/comment from the person complained of (Refer to the process on release of outgoing documents) None 1 hour 5 minutes Administrative Officer I (Records Officer)/Administrative Aide IV Conducts preliminary investigation. An ex-parte examination of records and documents submitted, as well as documents readily available within the office and from other government offices, including counter affidavit/comments under oath submitted by person complained of None Five (5) days a preliminary investigation shall commence within a non-extendible period of five (5) days upon receipt of the complaint by the disciplining authority and shall be terminated within twenty (20) days thereafter. Moreover, the appropriate discipline authority may extend such periods in meritorious cases Special Investigator III Prepares Investigation Report with supporting documents for submission to the Regional Director None 3 days Special Investigator III Review the Investigation Report and direct the SI to prepare Resolution on the administrative complaint None 1 hour Regional Director Prepare/Finalize Resolution on the administrative case/complaint. Attaches and fills-up cleared for release slip. Note: In the absence of a prima-facie case, a Resolution recommending for the dismissal of the complaint shall be prepared, for decision by the Disciplining Authority. If a prima-facie case is established, a Resolution shall be prepared recommending for the filing of a Formal Charge by the Disciplining Authority None 4 days Special Investigator III Regional Director Reviews/approves/signs the Resolution to be transmitted to the BLGF, Central Office. Approves cleared for release slip None 1 hour Regional Director Received letter reply Records and releases the Resolution to the Central Office (Refer to the process on release of outgoing documents) None 1 hour, 5 minutes Administrative Officer I (Records Officer/Receiving Officer) Total 15 days 6 hours 15 minutes Formal Charge This service is issued to a treasurer or assistant treasurer who complained after finding a Prima Facie case during the preliminary investigation. The disciplining authority shall formally charge the person complaint of, who shall now be called Respondent. CAIHTE Office or Division: Regional Office Classification: Highly technical Type of Transaction: G2G; G2C Who may avail: All (General Public, Taxpayers, LGUs, NGAs, GFIs, GOCCs, NGOs, etc.) CHECKLIST OF REQUIREMENTS WHERE TO SECURE CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE A Notice of formal charge will be sent to the regional office from the Central Office Receives and records the Notice of Formal Charge and other supporting documents. (Refer to process on receipt of Incoming Documents) None 35 minutes Administrative Officer I (Records Officer/Receiving Officer) Receives Notice of Formal Charge and other documents and the directive from the Regional Director. Affixes initial/signature on the incoming logbook None 15 minutes Special Investigator III Prepares required communication to be sent to the Respondent to answer the charge/s under oath in not less than three (3) days but not more than ten (10) days from receipt and a notice that he/she may opt to be assisted by a counsel of his/her choice and may elect to have a formal investigation. Attaches and fills-up cleared for release slip None 1 day Special Investigator III/Regional Director Reviews/approves/signs relevant communication. Approves clear for release slip None 15 minutes Regional Director Records and releases communication to the Respondent (Refer to the process on release of outgoing documents) None 1 hour 5 minutes Administrative Officer I (Records Officer) The Respondent to answer in not less than three (3) days but not more than ten (10) days None 10 days Respondent Conduct formal investigation if the merits of the case cannot be decided judiciously without conducting such investigation. Note: Preventive suspension may be issued to temporarily remove the respondent from the scene of the alleged misfeasance/malfeasance/ nonfeasance while the case is investigated (Refer to the process of Preventive Suspension) None Shall be held not earlier than five (5) days nor later than ten (10) days from receipt of the respondent's answer. Shall be finished within thirty (30) days from issuance of the formal charge or the receipt of the answer unless the period is extended by the disciplining authority in meritorious cases Respondent/Complainant/ Counsel of both parties/Hearing Officer At the commencement of the formal investigation, the hearing official shall conduct a pre-hearing conference None Continuous hearing shall be conducted on the dates agreed during the pre-hearing conference None Prepares the Formal Investigation Report containing a narration of the material facts established during the investigation. The findings and the evidence supporting said findings as well as the recommendations shall be submitted to the disciplining authority. Attaches and fills-up cleared for release slip None Within 15 days after the conclusion of the formal investigation Special Investigator III/Regional Director Reviews/approves/signs the Formal Investigation Report. Approves cleared for release slip None 1 hour Regional Director Records and releases the Resolution to the Central Office (Refer to the process on release of outgoing documents) None 1 hour, 5 minutes Administrative Officer I (Records Officer/Receiving Officer) Total 20 days Preventive Suspension The service is designed as a measure of precaution so that the Respondent may be removed from the scene of the alleged misfeasance/malfeasance/nonfeasance while the case is being investigated. aScITE Office or Division: Regional Office Classification: Highly technical Type of Transaction: G2G; G2C Who may avail: All (General Public, Taxpayers, LGUs, NGAs, GFIs, GOCCs, NGOs, etc.) CHECKLIST OF REQUIREMENTS WHERE TO SECURE CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE A request for preventive suspension shall be submitted to the Office Receives and records the request and other supporting documents. (Refer to process on receipt of Incoming Documents) None 35 minutes Administrative Officer I (Records Officer/Receiving Officer) Receives request and other documents and the directive from the Regional Director. Affixes initial/signature on the incoming logbook None 15 minutes Special Investigator III Evaluates requests and prepare an indorsement to the BLGF Central Office. Attaches and fills-up cleared for release slip. Note: Alternative to Preventive Suspension may be recommended such as reassignment of Respondent to another unit of agency/LGU subject to the same periods as provided for by regulations. None 3 hours Special Investigator III Reviews/approves/signs the indorsement. Approves clear for release slip None 15 minutes Regional Director Records and releases the request and indorsement to the Central Office (Refer to the process on release of outgoing documents) None 1 hour 5 minutes Administrative Officer I (Records Officer) Total 5 hours Indorsement of Request for Relief of Local Treasurers/Assistant Treasurers Procedure and the step-by-step process in Requesting Relief of Local Treasurers and Assistant Treasurers within the jurisdiction of the Regional Office. Office or Division: Administrative/Legal Classification: Complex Type of Transaction: G2G Who may avail: Local Government Units (LGUs), COA CHECKLIST OF REQUIREMENTS WHERE TO SECURE Letter request with attachment, if any CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE LGU/Client submits letter of request for the relief of Provincial/City/ Municipal Treasurer, or Assistant, including supporting documents Receives and records incoming letter request (Refer to process on receipt of Incoming Documents) None 35 minutes Administrative Officer I (Records Officer/Receiving Officer) Receives letter request with supporting documents and the directive from the Regional Director. Affixes initial/signature on the incoming logbook None 15 minutes Administrative Officer V (HRMO III)/Special Investigator III Evaluates merits of the request. Prepares an indorsement letter to the BLGF Central Office for their further evaluation and issuance of Notice/Order for the Relief of the Treasurer or Assistant Treasurer. Attaches and fills-up cleared for release slip. * If the treasurer is relieved, a designation order shall follow to temporarily replace the treasurer None 2 days Administrative Officer V (HRMO III)/Special Investigator III Reviews/approves/signs the indorsement letter. Approves clear for release slip None 1 hour Regional Director Records and releases the signed indorsement letter with the attached letter request and supporting documents (Refer to the process on release of outgoing documents) None 10 minutes Administrative Officer I (Records Officer)/Administrative Aide IV Total 2 days 1 hour 25 minutes Review and Issuance of Certification on the Proposed SMV Review of the proposed Schedule of Market Values (SMV) within the Regional Office' jurisdiction and Issuance of Certification in compliance with BLGF MC No. 20-2012. CAIHTE Office or Division: Regional Office Classification: Highly Technical Type of Transaction: G2G Who may avail: Local Government Units (LGUs) CHECKLIST OF REQUIREMENTS WHERE TO SECURE Indorsement Letter GR Forms Tax Impact Study MRPAAO CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submits proposed SMV with complete documentary requirements Stamps receipt the proposed SMV (Refer to Process on Receiving Incoming Documents) None 35 minutes Administrative Officer I (Records Officer/Receiving Officer) Receives SMV proposal in the logbook and through DMAS with the directive from the Regional Director. Affixes initial/signature on the incoming logbook None 10 minutes LAOOs Reviews the SMV proposal as to its compliance with existing rules and regulations governing appraisal and assessment (ex. MAG, PVS, MRPAAO). Checks the submitted requirements, computations and attachments None 13 days LAOOs Prepares certification on the SMV proposal and transmittal to concerned office/LGU. Attaches and fills-up cleared for release slip None 1 day LAAOs Reviews and approves/signs certification and transmittal letter. Approves cleared for release slip None 2 hours Regional Director Records Outgoing document (See process on Releasing of Outgoing Document) None 1 hour 5 minutes Administrative Officer I (Records Officer)/Administrative Aide IV Receives certification on the reviewed SMV proposal and affixes signature in the logbook Sends/Delivers the Certification of SMV proposal None 4 hours Administrative Officer I (Records Officer)/Administrative Aide IV Total 15 days Certification of SMV Office or Division: LGUOS/Local Assessment Operations Division (LAOD) Classification: Highly Technical Type of Transaction: G2G Who may avail: NCR City/Municipality Assessor Office CHECKLIST OF REQUIREMENTS WHERE TO SECURE Letter-transmittal, proposed SMV, and checklist of supporting documents from the Local Assessor From the requesting party/client Relevant supporting documents as mentioned in the letter-request CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submits to BLGF Records Section letter-request together with all the supporting documents Receives and records Letter-transmittal, proposed SMV, and checklist of supporting documents, together with all the supporting documents (Refer to Receipt of Incoming Documents procedure) None 10 minutes Administrative Aide (AA) Refers to instruction of the SD and reviews the Letter-transmittal, proposed SMV, and checklist of supporting documents and attachments; assigns to Action Officer (AO) None 15 minutes Division Chief (DC)/OIC Chief Records the name of the AO and instruction of the DC/AC None 5 minutes AA Receives the assigned letter-request, draft SMV and attachments and instructions None 5 minutes AO Studies/evaluates, checks completeness of documentary requirements submitted. Review/validate the documents. Prepare the following: a. If found no issues or concerns, prepare SMV Certificate b. If with issues, prepare letter address to LCE for the initial findings and recommendations for compliance of the Local Assessor. None 15 days AO Records the draft action None 5 minutes AA Reviews/revises the draft action None 1 day (DC)/OIC Chief Records the instruction of the DC/AC None 5 minutes AA Finalizes the draft action None 10 minutes AO Reviews the finalized draft action None 15 minutes (DC)/OIC Chief Records and transmits the finalized draft action None 5 minutes AA Refer to Procedure on Outgoing of Documents Receives, records and photocopies the approved/signed action and releases to Records Section None 30 minutes AA Records Section receives and records the approved/signed action and releases to the concerned party (by mail/pickup) None 10 minutes Receiving/Releasing Clerk T otal 16 days 1 hour and 45 minutes Review and Recommendation of Zonal Values to Executive Director Office or Division: LGUOS/Local Assessment Operations Division (LAOD) Classification: Highly Technical Type of Transaction: G2G Who may avail: BIR RDO CHECKLIST OF REQUIREMENTS WHERE TO SECURE 1. Invitation letter from BIR-Revenue District Office (RDO), to attend Executive Committee on Real Property Values (ECRPV) deliberation 2. Copies of newly proposed zonal values From the requesting party/client Relevant supporting documents as mentioned in the letter-request CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submits to BLGF Records Section letter-request together with all the supporting documents Receives and records Invitation letter from BIR-RDO for the ECRPV deliberation and copies of new proposed zonal values, together with all the supporting documents (Refer to Receipt of Incoming Documents procedure) None 10 minutes Administrative Aide (AA) Refers to instruction of the SD and reviews the Letter-transmittal, proposed SMV, and checklist of supporting documents and attachments; assigns to Action Officer (AO) None 15 minutes Division Chief (DC)/OIC Chief Records the name of the AO and instruction of the DC/AC None 5 minutes AA Receives the assigned letter-request, draft SMV and attachments and instructions None 5 minutes AO Studies/evaluates, checks completeness of documentary requirements submitted. Review/validate the documents. None 5 days AO Attend ECRPV meeting-deliberation. None 1 day AO Prepare the following: a. Memorandum Report b. Recommending approval of the ECRPV resolution on the new zonal values None 15 days AO Records the draft action None 5 minutes AA Reviews/revises the draft action None 1 day (DC)/OIC Chief Records the instruction of the DC/AC None 5 minutes AA Finalizes the draft action None 10 minutes AO Reviews the finalized draft action None 15 minutes (DC)/OIC Chief Records and transmits the finalized draft action None 5 minutes AA Refer to Procedure on Outgoing of Documents Receives, records and photocopies the approved/signed action and releases to Records Section None 30 minutes AA Records Section receives and records the approved/signed action and releases to the concerned party (by mail/pickup) None 10 minutes Receiving/Releasing Clerk Total 19 days 1 hour and 45 minutes INTERNAL SERVICES Simple Transactions Request for Leave Monetization The monetization of leave credits shall be processed by the Bureau, subject to the provisions of the Civil Service Commission (CSC) Memorandum Circular (MC) Nos. 41, s. 1998 8 and 16, s. 2002 9 and other related rules and regulations of the CSC and the Department of Budget and Management (DBM). aScITE Office or Division: Bureau of Local Government Finance-Administrative Division Classification: Simple Type of Transaction: G2G Who may avail: BLGF Central Office Officials and Employees CHECKLIST OF REQUIREMENTS WHERE TO SECURE Application for Leave Form (CSC Form 6) Administrative Division/CSC Online Website Letter-request for application of leave monetization Pertinent attachments to support application, if applicable CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit the accomplished CSC Form No. 6, with attached pertinent documents if applicable, to the Personnel Officer Receive and verify the completeness and accuracy of form and supporting documents None 5 minutes Administrative Officer II (HRMO I), Administrative Officer IV (HRMO II) Verify availability of leave credits; certify the deduction of the number of days being applied for; and record transaction in the leave card None 10-30 minutes Administrative Officer II (HRMO I), Administrative Officer IV (HRMO II) Release the form to the applicant None 5-20 minutes Administrative Officer II (HRMO I), Administrative Officer IV (HRMO II) Forwards the certified form to his/her immediate supervisor Recommend approval/disapproval of the applied monetization of leaves by affixing signature None 5 minutes Immediate supervisor of the employee Release form to the client None 5 minutes Immediate supervisor of the employee Submits the entire documents with recommendation to the AFMS Director coursed through the Administrative Assistant Receive and record documents for AFMS Director None 5-10 minutes Administrative Assistant of AFMS Signify acknowledgment by affixing initial signature None 5-10 minutes AFMS Director Record and release signed application to OED None 10 minutes Administrative Assistant AFMS Receive and record documents for Executive Director None 5-10 minutes Administrative Assistant OED Review and approve/disapprove request for monetization of leaves None 20 minutes Executive Director Record and release approved monetization to HRMO None 5-10 minutes Administrative Assistant OED Record and endorse monetization of leaves to accounting None 20 minutes Administrative Officer II (HRMO I), Administrative Officer IV (HRMO II) Receives complete documents from HR None 10 minutes Administrative Officer II (HRMO I), Administrative Officer IV (HRMO II) TOTAL 1 hour 50 minutes to 2 hours, 45 minutes Application for Leave of Absence (Rank and File) Application for vacation, sick leave or special privilege leave for one (1) full day or more shall be made on this Form (CSC Form No. 6) and to be accomplished at least in duplicate. Application for vacation leave shall be filed in advance or whenever possible five (5) days before going into such leave. Application for sick leave filed in advance, or exceeding five (5) days shall be accompanied by a medical certificate. DETACa Office or Division: Bureau of Local Government Finance-Administrative Division Classification: Simple Type of Transaction: G2G Who may avail: BLGF Central Rank and File Employees CHECKLIST OF REQUIREMENTS WHERE TO SECURE Application for Leave Form (CSC Form No. 6) Administrative Division/CSC Online Website Medical Certificate (if applicable) Personal document Pertinent documents for Maternity/Paternity/Rehabilitation/Study Leave Personal documents CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit the accomplished CSC Form No. 6, with attached pertinent documents if applicable, to the Personnel Officer Receive and check the document/s of its completeness and accuracy None 5 minutes Administrative Officer II (HRMO I), Administrative Officer IV (HRMO II) Verify availability of leave credits; certify the deduction of the number of days being applied for; and record transaction in the leave card None 10-30 minutes Administrative Officer II (HRMO I), Administrative Officer IV (HRMO II) Release the form to the applicant None 5-20 minutes Administrative Officer II (HRMO I), Administrative Officer IV (HRMO II) Forwards the certified form to his/her immediate supervisor Recommend approval/disapproval of the applied leaves None 5 minutes Immediate supervisor of the employee Release form to the employee None 5 minutes Immediate supervisor of the employee Send the form with recommendation to the AFMS Director coursed through the Administrative Assistant Receive and record documents for AFMS Director None 5-10 minutes Administrative Assistant of AFMS Approve/disapprove the leave application None 10 minutes AFMS Director Record and release signed application to OED None 10 minutes Administrative Assistant AFMS Prepare certification for disapproval of scheduled mandatory/forced leaves, if applicable None 1 day Administrative Officer II (HRMO I), Administrative Officer IV (HRMO II) Release the duplicate copy of the approved/disapproved application to applicant None 5-10 minutes Administrative Officer II (HRMO I), Administrative Officer IV (HRMO II) TOTAL 1 day 1 hour to 1 day, 1 hour, 40 minutes Application for Leave of Absence (Division Chiefs and Service Directors) Application for vacation, sick leave or special privilege leave for one (1) full day or more shall be made on this Form (CSC Form No. 6) and to be accomplished at least in duplicate. Application for vacation leave shall be filed in advance or whenever possible five (5) days before going into such leave. Application for sick leave filed in advance, or exceeding five (5) days shall be accompanied by a medical certificate. HEITAD Office or Division: Bureau of Local Government Finance-Administrative Division Classification: Simple Type of Transaction: G2G Who may avail: BLGF Central Division Chiefs and Service Directors CHECKLIST OF REQUIREMENTS WHERE TO SECURE Application for Leave Form (CSC Form 6) Administrative Division/CSC Online Website Medical Certificate (if applicable) Personal document Pertinent documents for Maternity/Paternity/Rehabilitation/Study Leave Personal documents CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit the accomplished CSC Form No. 6, with attached pertinent documents if applicable, to the Personnel Officer Receive and check the document/s of its completeness and accuracy None 5 minutes Administrative Officer II (HRMO I), Administrative Officer IV (HRMO II) Verify availability of leave credits; certify the deduction of the number of days being applied for; and record transaction in the leave card None 10-30 minutes Administrative Officer II (HRMO I), Administrative Officer IV (HRMO II) Release form to Administrative Assistant of the originating office None 10 minutes Administrative Officer II (HRMO I), Administrative Officer IV (HRMO II) Receive and record details of documents None 10 minutes Administrative Assistant of Service Director (for Division Chief applicants); Administrative Assistant of Deputy Executive Director (for Service Director applicants) Validate information on the form and supporting documents, and recommend approval/disapproval of the applied leaves None 30 minutes Service Director (for Division Chiefs) Deputy Executive Director (Service Director) Release form to the OED for approval None 5-10 minutes Administrative Assistant of Service Director (for Division Chief applicants); Administrative Assistant of Deputy Executive Director (for Service Director applicants) Receive and record form for Executive Director None 5-10 minutes Administrative Assistant of OED Review and approve/disapprove leave of application None 30 minutes Executive Director Record and release form to HRMO None 5-10 minutes Administrative Assistant of OED Prepare certification for disapproval of scheduled mandatory/forced leaves, if applicable None 1 day Administrative Officer II (HRMO I), Administrative Officer IV (HRMO II) Release form to the employee None 5 minutes Immediate supervisor of the employee Prepare certification for disapproval of scheduled mandatory/forced leaves, if applicable None 1 day Administrative Officer II (HRMO I), Administrative Officer IV (HRMO II) Release the duplicate copy of the approved/disapproved application to applicant None 5-10 minutes Administrative Officer II (HRMO I), Administrative Officer IV (HRMO II) TOTAL 2 days 2 hours to, days 2 hours and 40 minutes Application for Pass Slip (Official Business) for Rank and File An employee, who will be out for Official Business (OB), for at least four (4) hours, but not exceeding one (1) day, shall file with the Personnel Section a Pass Slip (PS) before proceeding to his/her assignment and or designation. In case of urgent OB and the employee needs to directly proceed to his/her assignment, he shall submit the same pass slip with the required documents within two (2) days upon his/her return to the office. aDSIHc Office or Division: Bureau of Local Government Finance-Administrative Division Classification: Simple Type of Transaction: G2G Who may avail: BLGF Central Officials and Employees CHECKLIST OF REQUIREMENTS WHERE TO SECURE Pass Slip Form Administrative Division CLIENT STEPS AGENCY ACTION FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit fully-accomplished pass slip before proceeding to the assigned destination Approve the application None 10 minutes Immediate Supervisor of applicant Send the approved application to AFMS Service Director for notification Receive and record pass slip for AFMS Director None 5 minutes Administrative Assistant, AFMS Acknowledge approval by affixing signature None 5 minutes AFMS Director Release document to applicant None 5 minutes Administrative Assistant, AFMS Secure personal copy and submit original approved and acknowledged pass slip to HRMO Receive pass slip which will serve as supporting document to DTR None 5 minutes HRMO TOTAL: 30 minutes Application for Pass Slip (Official Business) for Division Chiefs An employee, who will be out for Official Business (OB), for at least four (4) hours, but not exceeding one (1) day, shall file with the Personnel Section a Pass Slip (PS) before proceeding to his/her assignment and or designation. In case of urgent OB and the employee needs to directly proceed to his/her assignment, he shall submit the same pass slip with the required documents within two (2) days upon his/her return to the office. HTcADC Office or Division: Bureau of Local Government Finance-Administrative Division Classification: Simple Type of Transaction: G2G Who may avail: BLGF Central Officials and Employees CHECKLIST OF REQUIREMENTS WHERE TO SECURE Pass Slip Form Administrative Division CLIENT STEPS AGENCY ACTION FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit fully-accomplished pass slip before proceeding to the assigned destination Verifies and recommends the approval of the Pass Slip None 30 minutes Immediate Supervisor of applicant Transmit Pass Slip to the ADMIN Division Records and routes the document to the Personnel Officer (or officer-in-charge) None 10 minutes Administrative Aide of the originating unit Administrative Aide of ADMIN Division Verifies completeness of form and supporting documents None 30 minutes HRMO Endorses the application for approval of AFMS Director None 30 minutes Chief Administrative Officer, ADMIN Receive and approve Pass Slip None 30 minutes AFMS Director Secure personal copy and submit original approved and acknowledged pass slip to HRMO Posts Pass Slip information to time and attendance ledger None 30 minutes HRMO TOTAL: 2 hours and 40 minutes Issuance of Certifications or Service Record Service Records and other personnel related certifications are requested by officials and employees as supporting documents for government transaction such as GSIS, Pag-IBIG, etc. CAIHTE Office or Division: Bureau of Local Government Finance-Administrative Division Classification: Simple Type of Transaction: G2G Who may avail: BLGF Officials and Employees CHECKLIST OF REQUIREMENTS WHERE TO SECURE Service Request/Certification Request Form Administrative Division CLIENT STEPS AGENCY ACTION FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submits fully accomplished request form with attached documentary requirements Receives the request for service records and other personnel-related Certification None 10 minutes HRMO Prepares Service Request/Certification None 30 minutes HRMO Verifies completeness of form and supporting documents None 30 minutes Chief Administrative Officer ADMIN Signs the Service Record/Certification None 10 minutes Chief Administrative Officer, ADMIN Transmits approved Service Record/Certification to requesting employee None 1 day Records Officer TOTAL: 1 day, 1 hour and 10 minutes Employee Resignation Section 1, Rule XII of the CSC, Rules Implementing Book V of EO 292 relative to resignation. DETACa Office or Division: Bureau of Local Government Finance-Administrative Division Classification: Simple Type of Transaction: G2G Who may avail: BLGF Officials and Employees CHECKLIST OF REQUIREMENTS WHERE TO SECURE 1. Voluntary written notice of the employee informing the appointing authority that he/she is relinquishing his/her position and the effective date of resignation Administrative Division 2. Acceptance of resignation in writing by the agency head or appointing authority which shall indicate the date of effectiveness of said resignation. Administrative Division CLIENT STEPS AGENCY ACTION FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submits voluntary written notice of resignation Receives and records Resignation Letter with documentary requirements and forwards to the HR ADMIN None 15 minutes Records Officer Reviews and evaluates the Resignation letter and the supporting documents None 30 minutes HRMO Prepares and finalizes the draft memorandum relative to the resignation and acceptance letter address to the resigning employee and for the compliance of the requirements for resignation None 30 minutes HRMO Reviews the draft memorandum relative to the resignation and the acceptance letter with documentary requirements None 30 minutes Chief Administrative Officer-ADMIN Reviews the draft memorandum relative to the resignation and the acceptance letter with documentary requirements None 10 minutes AFMS Director Records and transmits the draft memorandum relative to the resignation and the acceptance letter with documentary requirements to DED of ADMIN None 30 minutes Administrative Assistant of AFMS Receives and reviews the draft memorandum relative to the resignation and the acceptance letter with documentary requirements None 1 hour DED for ADMIN Transmits the reviewed memorandum relative to the resignation and the acceptance letter with documentary requirements to the OED None 10 minutes Administrative Assistant DED for ADMIN Receives and proofreads the draft memorandum relative to the resignation and the acceptance letter with documentary requirements None 1 hour Executive Assistant OED Review and approve the memorandum relative to the resignation and the acceptance letter with documentary requirements None 1 hour Executive Director Transmits the approved memorandum relative to the resignation and the acceptance letter with documentary requirements to the ADMIN division None 10 minutes Administrative Assistant OED Receives and records the approved memorandum relative to the resignation and the acceptance letter with documentary requirements None 10 minutes HRMO Transmits approved memorandum relative to the resignation and the acceptance letter with documentary requirements to the resigning employee None 10 minutes Records Officer TOTAL: 6 hours and 5 minutes Employee Retirement Process Office or Division: Bureau of Local Government Finance-Administrative Division Classification: Simple Type of Transaction: G2G Who may avail: BLGF Central and Regional Office Officials and Employees CHECKLIST OF REQUIREMENTS WHERE TO SECURE BLGF Retirement Form Administrative Division GSIS Form No. A-RETB-03-01 GSIS CLIENT STEPS AGENCY ACTION FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submits properly accomplished BLGF Retirement Form and GSIS Form No. A-RETB-03-01 (application for retirement benefit) with supporting documents Receives and records employee application for retirement benefits with supporting documents None 15 minutes Records Officer Forwards the employee application for retirement benefits with supporting documents to the OED None 15 minutes Records Officer Routes the employee application for retirement benefits with supporting documents to the DED ADMIN and/or AFMS Service Director None 15 minutes Executive Director Routes the employee application for retirement benefits with supporting documents to the Action officer None 10 minutes Chief Administrative Officer ADMIN Examines the qualification and verifies the completeness of the documents None 30 minutes HRMO Prepares draft ED endorsement letter to the GSIS and memorandum for FMD None 1 hour HRMO Reviews and endorses the draft ED endorsement letter to GSIS and memorandum for FMD to the AFMS Director None 30 minutes Chief Administrative Officer ADMIN Reviews the draft ED endorsement letter to GSIS and memorandum for FMD to the DED for ADMIN None 30 minutes AFMS Director Reviews and endorses the draft ED endorsement letter to GSIS and memorandum for FMD to the ED None 30 minutes DED for ADMIN Reviews and approves the draft ED endorsement letter to GSIS and memorandum for FMD None 30 minutes Executive Director Transmits the approved ED endorsement letter to GSIS and memorandum for FMD None 1 day Records Officer Notifies employee on the status of application for retirement benefits None 1 day HRMO TOTAL: 2 days, 4 hours and 45 minutes Retrieval of Records To ensure proper, accurate and complete identification and traceability of archived records and sustains the safekeeping and proper storage of archived records pursuant to the rules and regulations of the National Archives of the Philippines (NAP). HEITAD Office or Division: Bureau of Local Government Finance-Administrative Division (Records Section) Classification: Simple Type of Transaction: G2B, G2C, G2G Who may avail: BLGF Employees CHECKLIST OF REQUIREMENTS WHERE TO SECURE Documents/Letter CLIENT STEPS AGENCY ACTION FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit to the Records Section accomplished Form (Request for Previous Records) Receive the accomplished Request Form None 5 minutes Administrative Aide II Retrieve the records/docket from the Storage None 3-hours 8:00-11:00 AM-11:00 AM Retrieval 11:01 AM-3:00 PM 3:00 PM retrieval 3:01 PM onwards 8:00 AM next day retrieval Administrative Aide II Borrower affixes signature Record details in the borrower's logbook. None 15 minutes Administrative Aide II Return borrowed documents Return the borrowed record/docket Borrower affixes signature in the borrower's logbook countersigned by the Receiving Record's Personnel None 15 minutes Administrative Aide II TOTAL: 3 hours and 35 minutes INTERNAL SERVICES Complex Transactions Application for Leave of Absence (Deputy Executive Directors) Application for vacation, sick leave or special privilege leave for one (1) full day or more shall be made on this Form (CSC Form No. 6) and to be accomplished at least in duplicate. Application for vacation leave shall be filed in advance or whenever possible five (5) days before going into such leave. Application for sick leave filed in advance, or exceeding five (5) days shall be accompanied by a medical certificate. aDSIHc Office or Division: Bureau of Local Government Finance-Administrative Division Classification: Complex Type of Transaction: G2G Who may avail: BLGF Deputy Executive Directors CHECKLIST OF REQUIREMENTS WHERE TO SECURE Application for Leave Form (CSC Form 6) Administrative Division/CSC Online Website Medical Certificate (if applicable) Personal document Pertinent documents for Maternity/Paternity/Rehabilitation/Study Leave Personal documents CLIENT STEPS AGENCY ACTION FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Forward the accomplished CSC Form No. 6, with attached pertinent documents if applicable, to the Personnel Officer Receive and check the document/s of its completeness and accuracy None 5 minutes HRMO Verify availability of leave credits; certify the deduction of the number of days being applied for; and record transaction in the leave card None 10-30 minutes HRMO Release form to DED Administrative Assistant of counterpart DED None 10 minutes HRMO Receive and record details of documents None 10 minutes Administrative Asst. of DED Operations (for DED for Admin) Administrative Assistant of DED Admin (for DED Operations) Validate information on the form and supporting documents, and recommend approval/disapproval of the applied leaves None 30 minutes DED Operations (for DED for Admin) DED Admin (for DED Operations) Release form to the AFMS Director None 5-10 minutes Administrative Asst of DED Operations (for DED for Admin) Administrative Assistant of DED Admin (for DED Operations) Receive and record document for the AFMS Director None 10 minutes AFMS Administrative Assistant Review and verify application by affixing initial signature None 30 minutes AFMS Director Forward the documents to the Office of the Executive Director None 10 minutes AFMS Administrative Assistant Receive and record form for Executive Director None 5-10 minutes Administrative Asst. of OED Review and approve/disapprove leave of application None 30 minutes Executive Director Record and release form to HRMO None 5-10 minutes Administrative Asst. of OED Prepare certification for disapproval of scheduled mandatory/forced leaves, if applicable None 1 day HRMO Release the duplicate copy of the approved/disapproved application to applicant None 5-10 minutes HRMO TOTAL: 1 day 1 hour to 1 day, 1 hour, 40 minutes INTERNAL SERVICES Highly-Technical Transactions Procurement of Goods and Services without Bidding To ensure that approved purchase requests (PRs) are properly documented, procured according to specifications, delivered on time, and compliant with the R.A. No. 9184 (Government Procurement Reform Act). This procedure covers the receipt of approved PR based on the approved APP, posting in PhilGEPS, preparation of Abstract of Canvass (AOC) and evaluation of quotations, selection of supplier, preparation and approval of Purchase Orders (PO), delivery, inspection and acceptance of delivered goods and services as per PO, and delivery to end-user. ATICcS This procedure does NOT cover bidding or procurement of goods and services amounting to PHP1 million and above. (Refer to Procedure: Procurement of Goods and Services with Bidding). Office or Division: Bureau of Local Government Finance-Administrative Division (Records Section) Classification: Highly Technical Type of Transaction: G2G Who may avail: BLGF Employees CHECKLIST OF REQUIREMENTS WHERE TO SECURE Purchase Request CLIENT STEPS AGENCY ACTION FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submits approved Purchase Request (PR) Receives and reviews the approved PR for completeness and accuracy based on the approved Annual Procurement Plan (APP) None 30 minutes Administrative Officer V (Supply Officer III) Administrative Officer III (Supply Officer II) Identifies the mode of procurement of goods or service None 10 minutes Administrative Officer V (Supply Officer III) Administrative Officer III (Supply Officer II) Conducts canvases and posts to PhilGEPS None 3 days Administrative Officer V (Supply Officer III) Administrative Officer III (Supply Officer II) Prepares Abstract of Canvass (AOC) None 20 minutes Administrative Officer V (Supply Officer III) Administrative Officer III (Supply Officer II) Reviews and approves the AOC None 30 minutes Concerned Service Director and Division Chief, Bids and Awards Committee (BAC) Prepares Purchase Order (PO)/Contract None 20 minutes Administrative Officer V (Supply Officer III) Administrative Officer III (Supply Officer II) Routes the PO/Contract to BAC and HOPE None 20 minutes Administrative Officer V (Supply Officer III) Administrative Officer III (Supply Officer II) Receives the PO/Contract for review and signature and forwards the same to the HOPE None 20 minutes BAC Receives the PO/Contract for review and signature of HOPE None 15 minutes Administrative Assistant OED Reviews and approves PO/Contract None 45 minutes Executive Director (HOPE) Budget Officer Accountant Forwards PO/Contract to the Budget Section for the preparation of Obligation Request Status (ORS) for approval of Chief Accountant None 45 minutes Administrative Officer (Budget Officer I) chief accountant Receives and forwards the approved PO/Contract and ORS with attachments None 15 minutes Administrative Officer V (Supply Officer III) Provides copy of Signed/Approved PO/Contract to the supplier, 1st copy for supplier, 2nd copy for FMD, 3rd copy for COA and photocopy for the Property Section, and supporting documents for file and reference None 1 day Administrative Officer V (Supply Officer III) Receives and requests for inspection of goods and services None 1 day Administrative Officer V (Supply Officer III), Administrative Officer III (Supply) Accepts the delivery of goods and services None 10 minutes Administrative Officer V (Supply Officer III), Administrative Officer III (Supply) Delivers goods to end user with property number a. For Semi-expendable goods (value is PhP15k or below): issue Inventory Custodian Slip (ICS) b. For Non-semi-expendable goods (Value is higher than P15k): issue Property Acknowledgment Receipt (PAR) None 1 day Administrative Officer V (Supply Officer III), Administrative Officer III (Supply Officer II), Property Appraiser I (CTI) Forward PO/Contract and supporting documents to Accounting When supplier issued a Delivery Receipt and Sales Invoice, forwards Inspection and Acceptance Report and Delivery Receipt to the Accounting Section None 1 day Administrative Officer V (Supply Officer III), Administrative Officer III (Supply Officer II) Retains ICS and PAR for file and reference None 10 minutes Administrative Officer V (Supply Officer III), Administrative Officer III (Supply Officer II) TOTAL: 7 days, 4 hours and 50 minutes INTERNAL SERVICES Regional Transactions Application for Leave of Absence (Regional Director) Application for vacation, sick leave or special privilege leave for one (1) full day or more shall be made on this Form (CSC Form No. 6) and to be accomplished at least in duplicate. Application for vacation leave shall be filed in advance or whenever possible five (5) days before going into such leave. Application for sick leave filed in advance, or exceeding five (5) days shall be accompanied by a medical certificate. Office or Division: Bureau of Local Government Finance-Administrative Division Classification: Complex Type of Transaction: G2G Who may avail: BLGF Regional Directors CHECKLIST OF REQUIREMENTS WHERE TO SECURE Application for Leave Form (CSC Form 6) Administrative Division/CSC Online Website Medical Certificate (if applicable) Personal document Pertinent documents for Maternity/Paternity/Rehabilitation/Study Leave Personal documents CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Submit the accomplished CSC Form No. 6, with attached pertinent documents if applicable, to the Personnel Officer Receive and check the document/s of its completeness and accuracy; Verify availability of leave credits; certify the deduction of the number of days being applied for; and record transaction in the leave card Note: In case the Personnel Officer is not the Administrative Officer V of the Region, PO shall affix initial signature and the AOV his/her signature None 30 minutes Regional Office Personnel/ Administrative Officer V Forward the certified Application for Leave to Central Office with transmittal letter None 1 day Regional Office Personnel Officer/Authorized Personnel Receive mailed or personally delivered documents None 10 minutes Central Office Records Officer Route the documents to the Office of the Executive Director (OED) None 5 minutes Central Office Records Officer Verify and route recommending approval/disapproval of leave application to AFMS None 1 day AFMS Director and AFMS Administrative Asst Send Notification of Deficiency, if applicable None 10 minutes HRMO Prepare in advance the transmittal letter of approved leave application None 1 day HRMO Check and signify accuracy of the transmittal letter by affixing initial signature None 1 day Chief Administrative Officer of Administrative Division Receive and record document for the AFMS Director None 10 minutes AFMS Administrative Assistant Verify and signify the accuracy of the transmittal letter by affixing initial signature None 1 day AFMS Director Route the documents to the Deputy Executive Director None 10 minutes AFMS Administrative Assistant Receive and record document for the Deputy Executive Director (DED) None 10 minutes DED Administrative Assistant Review and sign the transmittal letter in advance None 1 day DED Route the documents to the Office of the Executive Director None 10 minutes DED Administrative Assistant Review and approve/disapprove the application for leave None 1 day Executive Director Receive and record the details of documents None 10 minutes Administrative Assistant of SD (for Division Chief applicants), Administrative Assistant of DED (for SD applicants) Record and release signed form to HRMO None 5-10 minutes Assistant of OED Administrative Record and release the signed documents to the Records Section for delivery None 10 minutes HRMO Record, prepare and deliver documents to the Regional Office None 30 minutes Records Officer Prepare certification for disapproval of scheduled mandatory/forced leaves, if applicable None 1 day HRMO TOTAL 7 days, 1 hour and 45 minutes to 7 days, 1 hour and 40 minutes 1. Employee Retirement Process for Regional Office Office or Division: Bureau of Local Government Finance-Administrative Division Classification: Simple Type of Transaction: G2G Who may avail: BLGF Regional Office Officials and Employees CHECKLIST OF REQUIREMENTS WHERE TO SECURE BLGF Retirement Form Administrative Division GSIS Form No. A-RETB-03-01 GSIS CLIENT STEPS AGENCY ACTIONS FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE Employee fills-up the BLGF Retirement Form and the GSIS Form No. A-RETB-03-01 (application for retirement benefit) and attaches the supporting documents Receives and record employee application for retirement benefits documents None 10 minutes Regional Office Personnel/ Administrative Officer Verifies completeness of document and prepares the draft endorsement letter None 30 minutes Regional Office Personnel/ Administrative Officer Validates documents and endorses endorsement letter for signature of RD None 30 minutes Regional Office Personnel/ Administrative Officer V Validates and signs the endorsement letter to CO None 30 minutes Regional Director Transmits endorsement letter, employee application for retirement benefits with supporting documents to the CO None 1 day Regional Office Personnel/ Administrative Officer Notifies the employee through writing/email of the status of the application for retirement benefits None 30 minutes Regional Office Personnel/ Administrative Officer TOTAL 1 day, 2 hours and 10 minutes FEEDBACK SUBMISSION How to send feedback 1. Accomplish the Customer Feedback Form and submit to the ARTA Focal Person 2. For inquiries and follow-ups, client/customer may contact (02) 8522-8767 or send email at [emailprotected] FEEDBACK PROCESSING How feedback is processed 1. The ARTA Focal Persons and Web Administrator shall consolidate and process every Monday all the feedback received from the preceding week. 2. Feedback results shall be forwarded to the ARTA Secretariat for consolidation which will be referred to the concerned Office within one (1) day from receipt of feedback requiring appropriate answers. 3. The concerned Office shall be required to reply within three (3) days from receipt of the referral memo; they shall notify the customer; copy furnished the ARTA Secretariat on action taken through postal/email as indicated in the accomplished form. 4. The ARTA Focal Persons and Web Administrator shall submit to the ARTA Secretariat a monthly report on feedback received every 5th day of the preceding month. 5. For inquiries and follow-ups, client/customer may contact (02) 8522-8767 or send email at [emailprotected]. COMPLAINTS FILING How to file a complaint 1. Send your letter or complaint following these simple and easy instructions: Indicate clearly your name, complete address and contact number (if any); Explain clearly the details of your request or complaint; Include photocopies of relevant documents that will help us understand your concern and in determining the appropriate action on client/customer concern How complaints are processed The complaints management process involves the receipt and review of complaints to see that all required information has been included and that it is valid. It will be assessed. The objective of this process is to address the concerns in a timely and appropriate manner to see if it can be referred to as early resolution. An Action Document for guidance is prepared on how and where client/customer may follow-up concern; or call contact (02) 8552-8767 or send email at [emailprotected] Complaints may also be filed in any of the following government agencies: Contact Center ng Bayan (CCB) G/F, Civil Service Commission Central Office Batasan Hills, Diliman, Quezon City Hotline: 1-6565 accessible via PLDT and Smart Landlines nationwide SMS/Text Access: 0908-8816565 [emailprotected] www.contactcenterngbayan.gov.ph www.facebook.com/contactcenterngbayan Other Feedback Facilities: Text CSC: 0917-8398272 Hotline: (02) 8932-0111 [emailprotected] Presidential Complaints Center (PCC) Office of the President Bahay Ugnayan, J. P. Laurel Street Malacaang, Manila [emailprotected] Telefax (02) 87368621 (02) 8736-8645 (02) 8736-8603 (02) 8736-8629 (02) 9736-8621 Anti-Red Tape Authority (ARTA) G/F, HPGV Building (Formerly Accelerando) 395 Senator Gil J. Puyat Avenue 1200 Makati [emailprotected] [emailprotected] (02) 88478-509 | 478-5099 COMPLAINT PROCESSING How feedback is processed 1. The ARTA Focal Persons and Web Administrator shall submit daily to the Chief of Administrative Division (ADMIN) all complaints received. 2. The ADMIN, within one day of receipt of the complaints from ARTA Focal Persons and Web Administrator, shall evaluate and prepare a referral memo addressed to the Legal Service, copy furnished the customer. The disposition of complaints shall follow the procedures indicated in the 2017 Rules of Administrative Cases in the Civil Service. 3. The customer shall be immediately informed of the decision of the complaints. 4. For inquiries and follow-ups, client/customer may contact (02) 8522-8767 or send email at [emailprotected] Directory of Central Office Officials Office Name of Officials Contact Information Office of the Executive Director NIO RAYMOND B. ALVINA Executive Director (02) 8527-2780/90 [emailprotected] Local Fiscal Policy Service and Legal Service Atty. FLOSIE F. FANLO-TAYAG Deputy Executive Director III (02) 8527-2780 [emailprotected] Administration and LGU Operations MA. PAMELA P. QUIZON Acting Deputy Executive Director III (02) 8522-8768 [emailprotected] Administrative, Financial and Management Service ARMI M. ADVINCULA Director II (02) 8527-2780 [emailprotected] Legal Service Atty. MENILBA M. NICOLAS Director II (02) 8527-3134 [emailprotected] Local Fiscal Policy Service BRENDA L. MIRANDA Acting Director II (02) 8522-8771 [emailprotected] LGU Operations Service RICARDO L. BOBIS, JR. Director II (02) 8310-3135 [emailprotected] Administrative, Financial and Management Service Administrative Division MELCY M. BALUYAN Chief Administrative Officer (02) 318-2527 [emailprotected] or [emailprotected] Central Records ROSALIA B. NARANJO Administrative Officer V (02) 8522-8767 [emailprotected] [emailprotected] Property Section MARC CHRISTOPHER B. DEL ROSARIO Administrative Officer V (02) 8527-2780 [emailprotected] Financial Management Division ERWIN C. DOMINGO Acting Chief (02) 8527-2808 [emailprotected] or [emailprotected] Information Systems Management Division DON ROMMEL D. DAIS Acting Chief (02) 8310-3135 [emailprotected] Legal Service Internal Affairs Division [emailprotected] Local Fiscal Policy Service Local Debt Monitoring and Evaluation Division ERWINA GRACE P. MORALES Chief (Financial Analyst V) [emailprotected] or [emailprotected] Local Fiscal Data Analysis Division MARY ANN U. RADA Acting Chief (02) 8522-8771 [emailprotected] Policy, Planning, Programming and Standards Division [emailprotected] Local Government Units Operations Service Local Treasury Operations Division RODERIC R. RANESES Acting Chief (02) 310-3139 [emailprotected] Local Assessment Operations Division Atty. WILBERT P. TAECA Acting Chief (02) 310-3139 [emailprotected] Project Execution and Management Division ANABELLE C. GARRIDO Development Management Officer V (02) 310-3139 [emailprotected] or [emailprotected] Capacity Building Division JERICHO N. PEREZ OIC Chief (02) 310-3139 [emailprotected] Directory of Regional Office Officials Office Official and Address Contact Information Cordillera Administrative Region MA. FLORIZELDA A. ENRIQUEZ Regional Director 3/F TG Home Builders Building No. 75 Ferguson Road, Guisad, Baguio City (074) 442-8043 [emailprotected] Region I PETER PAUL D. BALUYAN Regional Director 2/F Kenny Plaza Building South Quezon Avenue, San Fernando City, La Union (072) 242-7080 Fax (072) 242-0503 [emailprotected] Region II GILBERT B. GUMABAY Concurrent Regional Director No. 12 Dalan na Pavvuluran Regional Government Center, Carig Sur, Tuguegarao City, Cagayan (078) 844-3305/ (078) 846-1786 Fax (078) 844-1683 [emailprotected] Region III DIVINA M. CORPUZ Regional Director Diosdado Macapagal Government Center, Mahusay Street, San Fernando City, Pampanga (045) 961-1343/ 961-3041 [emailprotected] Region IV-A GERIEBETH G. DELA TORRE Regional Director 3/F, Marcelita Building, National Highway Brgy. Real, Calamba City (049) 545-0800 [emailprotected] Region IV-B MIMAROPA CONSOLACION Q. AGCAOILI Acting Regional Director 3/F, MB Building, Brgy. Gulod Labac, Batangas City (043) 723-2155/ 90-0212 [emailprotected] Region V ANASTACIA R. LLANETA Acting Regional Director Regional Government Center Rawis, 4500, Legazpi City, Albay (052) 481-2707/ 481-3846 [emailprotected] Region VI MARIA RHODORA C. GASCON Acting Regional Director 2nd Floor, Philippine Veterans Bank Bldg. corner Valeria-Delgado Streets, Iloilo City (033) 336-0750/ 509-7956 [emailprotected] Region VII JESSIE B. DOCTOLERO Regional Director 4/F The Maxwell Hotel Annex Bldg. N. Escario Street, Kamputhaw, Cebu City (032) 412-6778/ 254-4152/256-2797 [emailprotected] Region VIII GERARDO A. AVORQUE Regional Director 3/F F. Mendoza Commercial Complex, 141 Sto. Nino Street Tacloban City (053) 321-2018 [emailprotected] Region IX GILBERT B. GUMABAY Regional Director Provincial Complex, Dao Pagadian City (062) 215-4212 [emailprotected] Region X ELVIRA S. DARADAR Acting Regional Director 6th Division cor. Tejero St., Patag, Cagayan de Oro City (08) 858-3895 [emailprotected] Region XI PASCUALITO V. LAPIA Regional Director JV's Peak Realty Roxas Ave. Davao City (082) 221-3054 [emailprotected] Region XII JEANY T. TEDERA Regional Director Prime Regional Government Center, Koronadal City (083) 887-2462/ [emailprotected] CARAGA MELVIN JOY L. YU Regional Director 2/F, P.S. Arcade, J.P. Rosales Avenue Butuan City (085) 815-9474/ 342-9465 [emailprotected] Footnotes * Original hand signature required. Use of electronic or facsimile signature is prohibited. 1. Certificate issued by the concerned Barangay Chairman and stating the candidate's good moral character. 2. Maximum of 120 hours for the last five (5) years for PT/CT; and 40 hours for the last 5 years for MT. 3. Reckoned from the date of recommendation of the LCE. 4. Certificate must state that the nominee is not within the 4th degree of affinity or consanguinity of the LCE. 5. Certificate issued by the concerned Local Accountant or Budget Officer stating that the authorized salary rate, salary grade and item number of the position. 6. The Qualification Standards to be published and posted must follow Secs. 470 and 471 of Republic Act No. 7160. 7. Signed by hand by the LCE and Local Accountant stating that the filing of the position complies with Sec. 325a of the LGC. 8. Amendments to Rules I and XVI of the Omnibus Rules Implementing Book V of the Administrative Code of 1987 (Executive Oder No. 292), dated December 24, 1998. 9. Amendment to Section 23, Rule XVI of the Omnibus Rules Implementing Book V of the Administrative Code of 1987, also known as the Omnibus Rules on Leave, dated June 2, 2002.