Guidelines on the Preparation, Submission, and Policy on the Processing and Review of Agency Asset Management Plans (AAMPs)

May 15, 2023 DEPARTMENT OF FINANCE DEPARTMENT OF BUDGET AND MANAGEMENT NATIONAL ECONOMIC AND DEVELOPMENT AUTHORITY JOINT MEMORANDUM CIRCULAR NO. 2023-1 TO : Heads of Departments, Bureaus, Offices, and Agencies of the National Government, Including State Universities and Colleges (SUCs), Government-Owned or -Controlled Corporations (GOCCs), Government Financial Institutions (GFIs), and Constitutional Offices; Local Water Districts (LWDs); Local Government Units (LGUs); and All Others Concerned SUBJECT : Guidelines on the Preparation, Submission, and Policy on the Processing and Review of Agency Asset Management Plans (AAMPs) 1.0 Background 1.1. Development Budget Coordination Committee (DBCC) Resolution No. 2019-4 1 formed the Technical Working Group on Asset Management (TWG-AM) to institutionalize asset management through the formulation of policies and programs to efficiently manage the assets of the National Government (NG). The TWG-AM is composed of representative/s from the following: HTcADC Co-Chairpersons Department of Budget and Management (DBM) Department of Finance (DOF), through the Bureau of the Treasury (BTr) Members Office of the President (OP) National Economic and Development Authority (NEDA) 1.2. DBCC Resolution No. 2020-18 dated 7 July 2020 directed the TWG-AM to formulate a Philippine Government Asset Management Policy (PGAMP) that shall institute and operationalize an asset management system (AMS) for all government non-financial assets to aid in increasing efficiency, improving decision-making, enhancing risk management, and reducing costs in government. In compliance with said DBCC Resolution, the DOF-DBM-NEDA Joint Memorandum Circular (JMC) No. 2020-1 2 was issued which promulgated the implementation of the PGAMP. 1.3. As enunciated in the JMC, the DBCC TWG-AM shall develop and update a two (2)-year National Asset Management Plan (NAMP) providing specific guidance on, among others, the following: CAIHTE 1.3.1. Managing the government's non-financial assets to protect the rights and ownership of the NG; 1.3.2. Mapping of asset investments; 1.3.3. Phasing, as necessary, the implementation of the asset management programs of the government; 1.3.4. Enabling open data access and public disclosure of relevant asset information; and 1.3.5. Providing resources and capability development interventions for the bureaucracy and the agencies concerned. Agencies covered by the aforementioned JMC are required to formulate their respective AAMP, which is a two (2)-year road map that will demonstrate how the agency's intended investment strategy will achieve its development activity and agency goals through its AMS. It is the agency's written representation of intended capital, maintenance and operational programs for its existing asset base, and investment in new infrastructure which is based on its understanding of demand, customer requirements, and details of its network or portfolio of assets. 3 1.4. Pursuant to Section 3 of Administrative Order (AO) No. 4 dated 7 August 2017, 4 the DOF 5 was tasked to undertake, as necessary, vital activities related to ensuring that all key properties, assets, facilities, and other insurable interests of the government are comprehensively and adequately insured, including an inventory of key government assets, among others. Relative thereto, the BTr established the National Asset Registry System (NARS), which is a comprehensive inventory of the non-financial assets owned and used by the national government that would serve as a vital tool in the management of the same. This was the result of the recommendations/findings of the Inter-Agency Committee on Government Property Insurance (IAC-GPI), which was created pursuant to Section 1 of the AO. The NARS, as an information technology-based registry being maintained by the BTr, shall contain geographical, legal and financial data, asset attributes, information for disaster risk management and financing including public asset insurance, and other relevant asset information. Easy access and analysis of critical information on government assets such as costs, and implementation schedules, are bare minimum requirements to generate useful insights that lead to good asset management. The AAMP is a tool that will make the analysis of data easier and will ultimately improve the Philippine Government's asset management practices. 2.0 Purpose and Rationale 2.1 This Circular has the following objectives: aScITE 2.1.1 Provide procedures, standards, and timelines for the preparation, submission, processing, and review of the AAMPs of covered agencies; 2.1.2 Define the general scope and delineation of tasks pertaining to the processing and review of the AAMP that will be undertaken by each member-agency of the DBCC TWG-AM and its Working Group (WG); and 2.1.3 Define the current and required purpose of the NARS, including the following: 2.1.3.1 Standards to assess the extent of an agency's compliance with the requirements of the NARS; and 2.1.3.2 Linkages between the NARS and the AAMP as a basis in the processing and review of the latter. 3.0 Coverage 3.1 This Circular shall apply to all national government agencies (NGAs) and instrumentalities under the Executive Branch, including SUCs, GOCCs, government corporate entities, government instrumentalities with corporate powers, GFIs, and LWDs. 3.2 The Legislature, the Judiciary, Constitutional Offices, and Office of the Ombudsman, as well as LGUs, are encouraged to adopt the provisions of this Circular in the management of their respective assets. 4.0 General Guidelines 4.1 Establishment of an Agency Working Group on Asset Management (WG-AM) 4.1.1 The DBCC TWG-AM, as the oversight agency in the implementation of the PGAMP, shall identify agencies that shall be prioritized in the roll-out of the PGAMP. 4.1.2 Agencies covered under the PGAMP are required to establish their respective WG-AM that shall spearhead the formulation, regular updating, and overall implementation of their respective AAMPs in accordance with the composition prescribed under Section 8.7 of the DOF-DBM-NEDA JMC No. 2020-1. 4.2 Submission and Use of the NARS Dataset 4.2.1 The AAMP shall contain information on the inventory of the assets of an agency and other related asset data, therefore, the submission of the NARS dataset is a prerequisite in the preparation of the AAMP. 4.2.2 The BTr shall facilitate, in coordination with other relevant stakeholders, the provision of capacity development interventions needed by the covered agencies in the submission of their respective NARS dataset. DETACa 4.2.3 The NARS provides the authoritative master record of all non-financial public assets of the NG. Relatedly, Section 8.8 of the DOF-DBM-NEDA JMC No. 2020-1 provides that covered agencies are not precluded from establishing and/or maintaining their respective asset inventory, provided that agencies shall ensure the interoperability and integration of their systems with the NARS, and follow the standards used by the BTr in the NARS. Anent to this, agencies are responsible and accountable for the completion of the NARS dataset for assets they own, maintain, and/or operate. 4.2.4 Agencies are required to submit their NARS dataset for the review of the BTr with regard to data quality and at the frequency as defined in the NARS Manual (Annex A) . Specifically, the NARS dataset to be submitted shall follow the simplified NARS template (Annex B) and completion thereof shall be informed by the NARS Manual. The NARS dataset submitted to the BTr shall be aligned with the asset data to be provided in the AAMP. 4.2.5 The BTr shall use the NARS datasets in crafting the portfolio risk assessment, among other uses. The assessment shall be shared with the agency for the improvement of the planning and implementation of its internal asset and risk management. 6 4.2.6 The NARS dataset and any analysis thereof shall be made accessible to the DBCC TWG-AM and/or NG, as necessary, for the continued improvement of asset management across government, shall include, but is not limited to, budgeting, financing, insurance, investment, and planning activities. 4.3 Preparation, Submission, Processing, and Review of the AAMPs CAIHTE 4.3.1 To supplement the outline of the AAMP with the prescribed minimum data requirements, the DBCC TWG-AM-recommended AAMP template (Annex C) shall be transmitted to the agencies covered by the implementation of the PGAMP, for guidance in the preparation of their respective plans. 4.3.2 The DBCC TWG-AM shall facilitate, in coordination with other relevant stakeholders, the provision of capacity development interventions needed by the covered agencies in the preparation of their respective AAMPs and in the successful implementation of the PGAMP and NAMP. aDSIHc 4.3.3 To facilitate a more cost-effective, environment-friendly, and resource-efficient submission, processing, and review of the AAMP, all communication and coordination between and among the TWG-AM and other government agencies, as well as the transmittal of documents shall be conducted through digital means. 4.3.4 The detailed procedure, standards, and timeline for the preparation, submission, processing and review of the AAMPs are provided under Annex D , for reference and compliance of the agencies concerned. aScITE 4.3.5 On the processing and review of AAMPs vis--vis the role of the DBCC TWG-AM member-agencies on the same, Annex E specifies the designated AAMP sections to be reviewed by each member-agency of the DBCC TWG-AM, through its WG, based on the general area of concern of each member-agency based on its mandate, functions, and/or coverage. 4.3.6 It shall be incumbent upon the DBCC TWG-AM member agencies and covered agencies to exercise diligence in ensuring that the procedure, standards, and timeline prescribed herein are complied with and followed. 5.0 Monitoring and Evaluation (M&E) of the AMS and Implementation of the AAMP of the Agencies 5.1 In consonance with the DOF-DBM-NEDA JMC No. 2020-1, the DBCC TWG-AM, as part of its oversight functions, shall monitor and evaluate the AMS, as well as the AAMP of the agencies covered by the PGAMP. This shall be done jointly by the member-agencies with respect to each of the assigned roles and responsibilities as indicated under Annex E , during the regular budgeting and financial reporting process. 5.2 Further guidelines/framework on the M&E process may be formulated by the TWG-AM, as necessary. Such M&E guidelines/framework shall serve as a basis for assessing the appropriateness and effectiveness of the AMS/AAMP processes and practices of the agencies covered in the PGAMP. 6.0 Revisions and Amendments to the Circular 6.1 The DBCC TWG-AM, as necessary, may amend, supplement, and/or modify this Circular and its corresponding annexes in consonance with the PGAMP and the NAMP that is in effect. 6.2 To ensure that this Circular along with its relevant annexes are responsive to actual conditions encountered by the covered agencies during implementation, DBM-Systems and Productivity Improvement Bureau (SPIB), as the Secretariat of the DBCC TWG-AM, shall continuously engage stakeholders for feedback on areas for improvement. ATICcS 6.3 Amendments and/or modifications to this Circular and its annexes may be made from time to time, as necessary, subject to the following clearance/approval requirements: 6.3.1 Clearance/approval from the DBCC TWG-AM members for any substantive amendments/modifications, including: 6.3.1.1 Changes in the provisions of this Circular; 6.3.1.2 Changes on the required information necessary to comply with AAMP and NARS requisites; and, 6.3.1.3 Revisions to the scope, intent, and level of review of the submitted AAMPs. 6.3.1.4 Changes in the threshold for the rating of the AAMP ( i.e. , non-compliant to partially compliant or basic compliance and beyond) that would affect the consolidated findings, recommendation, and result of the technical review of the TWG-AM; and 6.3.1.5 Revisions on the role and responsibilities of the DBCC TWG-AM member-agencies on the processing and review of AAMPs. 6.3.2 The DBCC TWG-AM WG may proceed to issue on its own any formal or clerical amendments/modifications, including: 6.3.2.1 Changes in the annexes of this Circular that are not noted under item 6.3.1 herein, including clerical or cosmetic revisions, changes in document format, and updating of electronic mail addresses, among others; 6.3.2.2 Changes to the internal procedure and timeline of DBCC TWG-AM member-agencies to process and review the submitted AAMPs; and 6.3.2.3 Issuance of non-policy opinions and clarifications to serve as guidance to agencies in the aid of fostering improved compliance. 6.3.3 In case of doubt on whether a proposed revision or modification should require the approval of the DBCC TWG-AM principals or its WG, the same shall be submitted to the DBCC TWG-AM principals, through the DBCC TWG-AM Secretariat, for consideration and approval. 6.3.4 Any amendments/revisions to this Circular, or its annexes shall take effect upon formal notice to the covered agencies, 7 including the DBCC TWG-AM principals, and upon uploading of these issuances and/or documents in the online repository created for the purpose. ETHIDa 7.0 Resolution of Issues 7.1 Issues and concerns that may arise in the implementation of this Circular, including cases/situations not covered therein, shall be submitted to the DBCC TWG-AM for resolution. 7.2 To serve as a reference for covered agencies and pursuant to good knowledge management practices, the DBCC TWG-AM shall issue non-policy opinions that narrate key facts along with the corresponding resolution of the issues for contentious issues raised before it. 7.3 The DBCC TWG-AM Secretariat shall compile and make these opinions openly accessible to all covered agencies and the public to serve as guidance should similar cases arise in the future. Altogether, these shall serve as reference for proposing changes to this Circular and its attendant annexes. 7.4 The DBCC TWG-AM may prescribe its own detailed internal guidelines and procedures on the resolution of issues that may arise in the implementation of this Policy. 8.0 Online Repository of Asset Management Issuances and Documents 8.1 The DBM shall maintain a tab on the implementation of the PGAMP in its official website 8 to serve as a repository of all issuances and documents related to the said policy, including this Circular and its annexes. The issuances, reference materials, and other relevant documents contained in this tab shall be continuously updated and/or maintained as the main reference of all agencies in relation to asset management and the PGAMP. 8.2 The DBM-SPIB shall ensure that the latest documents and information are reflected in the tab insofar as practicable. The covered agencies are advised to regularly visit the tab often to keep updated with the latest developments on asset management and the implementation of the PGAMP. 9.0 Separability 9.1 If any part or provision of this Circular is held invalid or unconstitutional, the other provisions not affected thereby shall remain in full force and effect. 10.0 Repeal 10.1 All other existing guidelines, circulars or issuances, or parts thereof, which are inconsistent with this Circular are hereby repealed, amended or modified accordingly. 11.0 Effectivity 11.1 This Circular shall take effect immediately after its complete publication in the Official Gazette or in a newspaper of general circulation. Three (3) certified true copies of this Circular shall be filed with the University of the Philippines Law Center-Office of the National Administrative Register. TIADCc (SGD.) BENJAMIN E. DIOKNO Secretary Department of Finance May 10, 2023 (SGD.) AMENAH F. PANGANDAMAN Secretary Department of Budget and Management (SGD.) ARSENIO M. BALISACAN Secretary National Economic and Development Authority ANNEX A DBCC TWG-AM DOF-DBM-NEDA-JMC-2023-1-Annex A-Rev.1.0 NARS Template Manual-07112022 A. GENERAL INFORMATION A.1. Organization Code The Agency Code in the Unified Account Code Structure (UACS) structured as: Department Code (2 digit) Agency Code (3 digit) Operating Unit Classification Code (2 digit) Lower-Level Operating Unit (5 digit) A.2. Asset Account Codes Account Codes of properties as indicated in the Government Accounting Manual (GAM), such as the following: cSEDTC Road Networks 10603010-00 Water Supply System 10603040-00 Power Supply System 10603050-00 Building 10604010-00 School Building 10604020-00 Hospitals and Health Centers 10604030-00 Hostels and Dormitories 10604060-00 Land 10601000-00 -00 are sub object codes which can be used to subcategorize property types. Example: "-01 Office Building," "-02 Machine Shop" or Road Networks 10603010-00 where National Road can be 10603010-10 and Bridge can be 10603010-20 A.2.1 Asset Account Codes (dropdown, refer to Annex A ) A.2.2 Asset Account Codes (Others) If Asset Account Code is not included in the dropdown list, please specify. A.3. Asset Type Based on equivalent asset account code. A.3.1. Asset Type (dropdown, refer to Annex A ) A.3.2. Asset Type (Others) If Asset Type is not included in the dropdown list, please specify. A.4. Asset Name Name of the asset. Example: "DAM1," "Main Building," "Water Shed 1." A.5. Asset Description Provide additional description of the asset Example: Vacant land Building used for manufacturing motor plate number Construction equipment used to remove soil from riverbed Boat used to guide or move large vessels to dock B. LOCATION INFORMATION Location information will be used to map the asset AIDSTE B.1. Region (Dropdown, refer to Annex B ) Name of the Region where the asset is located. Please use Roman Numeral or Acronym. DETACa B.2. Province (Dropdown, refer to Annex B ) Name of the Province where the asset is located. B.3. City/Municipality Name of the City or Municipality where the asset is located. B.4. Barangay Name of the Barangay where the asset is located. B.5. Street name Name of the Street where the asset is located. B.6. Subdivision/Purok Name of the Subdivision or Purok where the asset is located. B.7. House/Building/Lot/Block No. May also include floor number in cases where the property is a condominium or a similar structure. HEITAD B.8. Latitude Latitude coordinate where the asset is located. This must be in the decimal degrees (DD) format and should be limited to 5 decimals only. Example: 12.12345. B.9. Longitude Longitude coordinate where the asset is located. This must be in the decimal degrees (DD) format and should be limited to 5 decimals only. Example: 123.12345 Please refer to the Google Maps Help Center link: https://support.google.com/maps/answer/18539?co=GENIE.Platform%3DDesktop&hl=en on how to get the coordinates using google maps. Or through opening the google maps website: https://maps.google.com/ See sample images on the next page: Key in the name of the building or the Center's address in the Google Maps Search (Example: Angat Dam) to be able to get the coordinates for the Latitude and the Longitude of the geographic location of the building or center. Then click the "Satellite" icon located at the bottom left of the map. SDAaTC After clicking the "Satellite" icon the satellite image will be shown on the screen. To zoom-in, hover and point the mouse pointer over the location of the property and by scrolling up the scroll wheel, a detailed top view of the property will be shown on the screen. To get the coordinates for the Latitude and Longitude , hover and point the mouse pointer over the identified location of the property and by clicking the "left-click" button, an information will pop-up on the screen. (see below image) AaCTcI C. LEGAL INFORMATION C.1. Owner of the Asset (Building/Land/Infra/etc.) Owner of the asset, i.e. , Agency, Regional Office, Division of City School, Hospital, Local Government Unit (LGU) or a private person. C.2. With Impediments? Provide the status of the property. C.2.1. Answerable by Yes or No. C.2.2. If yes, please provide details (may be the case details or other property or asset markings). C.3. Mode of Acquisition/Conveyance Defined mode of asset acquisition, as follows: Constructed Built or assembled using purchased raw materials by the Agency. Example: "Gazebo" built by utility unit using raw materials Donation Asset was donated by the private entity, LGU or another Agency. Purchased Asset was bought or procured through National Government funds. Rented Asset is covered by a lease agreement. Transfer Asset was constructed by a private entity/other agency or international organization and eventually a private entity/other agency or international organization and transferred by the reporting Agency. aDSIHc Usufruct Use of asset granted through a Memorandum of Agreement/Understanding for a certain period of time. Investment Property acquired with intention of earning return on the investment through rental income, resale of the property or both. Lease Agency rents an asset owned by another. Sublease Re-renting of property by an existing tenant to a new third party. C.3.1. Mode of Acquisition/Conveyance (Dropdown, refer to Annex C ) ATICcS C.3.2. Others If Mode of Acquisition is not included in the dropdown list, please specify. C.4. Date of Acquisition/Conveyance (MM-DD-YYYY format) C.5. Conveyance Information C.5.1. Donor/Seller/Lessor/Transferor/Registered Owner Information of original owner. C.5.2. Donee/Buyer/Lessee/Transferee/Beneficial User Information of current user. C.6. For Structure Asset Do you own the land where the structure is located/situated? Answerable by Yes or No (Dropdown list); If Yes, please provide the TCT/TD number of Land in C.8. C.7. For Land Assets Do you own the land? Answerable by Yes or No (Dropdown list); If Yes, please provide the TCT/TD number of Land in C.8. C.8. Provide TCT or TD Number of the Land Please provide details of TCT or TD Number of the Land where the asset is located (if information is available) D. FINANCIAL INFORMATION D.1. Accounting Value D.1.1 Currency (Dropdown, refer to Annex D) D.1.2. Acquisition Cost Amount of the acquisition cost or original value of the asset. EcTCAD D.1.3. Accumulated Depreciation Total depreciation expense to date. ETHIDa D.1.4. Net Book Value Acquisition cost less accumulated depreciation plus capital improvement. D.1.5. Asset Life Refers to the estimated number of years of which the asset may be useful. D.1.6. Number of years used Refers to the number of years the asset has been used/utilized. D.2. Sound/Market Value Asset value based on how much a buyer would be willing to pay the seller in an arm's length transaction (specific to land property). D.2.1. Currency (Dropdown, refer to Annex D) D.2.2. Sound/Market Value Amount D.2.3. Date of Valuation (MM-DD-YYYY format) D.3. Improvements/Rehabilitation Capitalizable improvements made to the asset extending the use or life of the asset. D.3.1. Currency (Dropdown, refer to Annex D) D.3.2. Cumulative Amount of Improvements (per books, to date of reporting) D.3.3. Latest Date of Improvements/Rehabilitation (MM-DD-YYYY format) D.4. Appraised Value Refers to the assigned value of the appraiser for market valuation based on appraisal report. D.4.1. Currency (Dropdown, refer to Annex D) D.4.2. Amount D.4.3. Date of Appraisal (MM-DD-YYYY format) D.5. Assessed Value Refers to the value placed on property by the assessor for ad valorem tax purposes, synonymous to taxable value. D.5.1. Currency (Dropdown, refer to Annex D) D.5.2. Amount D.5.3. Date of Assessment (MM-DD-YYYY format) D.6. Replacement Value Current value to replace/reconstruct the asset. TIADCc D.6.1. Currency (Dropdown, refer to Annex D) D.6.2. Value/Amount (MM-DD-YYYY format) D.7. Disposal Information D.7.1. Mode of Disposal (Dropdown, refer to Annex E) D.7.2. Others If Mode of Disposal is not included in the dropdown list, please specify. D.7.3. Date of Disposal (MM-DD-YYYY) D.7.4. Currency (Dropdown, refer to Annex D) D.7.5. Disposal Value E. INSURANCE INFORMATION This information may be provided by the Administrative/Finance/Accounting unit. E.1. Is the property insured? Answerable by yes or no. If Yes, please provide the Policy details in the succeeding columns (E.2 to E.10). If No, please provide insurable amount (E.11) E.2 Type of Policy/Coverage What is the type of policy/coverage? E.2.1. Type of Policy/Coverage (Dropdown, refer to Annex F) cSEDTC E.2.2. Others Please specify. E.3. Total Coverage Total value/amount of the covered insurance E.3.1. Currency (Dropdown, refer to Annex D ) E.3.2. Value/Amount E.4. Total Premium Total value/amount of the premium E.4.1. Currency (Dropdown, refer to Annex D ) E.4.2. Value/Amount E.5. Period from (MM-DD-YYYY) Start date of the insurance E.6. Period to (MM-DD-YYYY) End date of the insurance E.7. Insurer Name Refers to the agency/company providing the insurance E.8. Issuing Branch Refers to the designated branch of the insurer E.9. Insured Name Name of the entity/agency insured E.10. Policy Number Policy number assigned by the insurance company AIDSTE E.11. Sum Insurable (if not insured) E.11.1. Currency (Dropdown, refer to Annex D ) E.11.2. Value/Amount F. GENERAL TECHNICAL SPECIFICATIONS F.1. Asset Condition (Dropdown, refer to Annex G ) Good, Fair, Poor, Bad Good In best working condition, does not need repair and only routine maintenance. HSAcaE Fair With preventive maintenance. With minor repair or replacement of building components which are not subjected to critical structural loads and stresses (window, doors, partitions, and the like). Poor Needs extensive full-depth and major repairs, some full replacement/rehabilitation. Refers to repair or replacement of components which are subject to critical loads and stresses (roof frames, posts, and exterior walls). Bad For reconstruction or major overhaul, for retirement, for disposal for condemnation, assets that are not safe for use or occupancy. F.2. Agency Asset Classification ( i.e. , hospitals Level 1 to 3, Schools Primary, Secondary, Tertiary) asset classification of the agency based on used, occupancy or parameters set by the Agency. F.3. Annual Average Number of Occupants/Users/Passengers/Beneficiaries/Traffic Count represents the clients, serviced population, beneficiaries or users of the asset. F.4. Structure Information Materials used in the structure based on the University of the Philippines-Institute of Civil Engineering (UPD-ICE) Structural System Guidelines: Bamboo Concrete Hollow Blocks Concrete Hollow Blocks with Wood or Light Metal Concrete Moment Frames Concrete Shear Walls Concrete Shear Walls and Frames Light Metal Frames Makeshift Precast Concrete Frames with Concrete Shear Walls Precast Concrete Tilt-up Walls Reinforced Concrete Moment Frames with Wood or Light Metal SDAaTC RMBW with Precast Concrete Diaphragm RMBW with Wood or Metal Deck Diaphragm Steel Braced Frames Steel Frames with Cast-in-place Concrete Shear Walls Steel Moment Frames Unreinforced Adobe or Stone Bearing Walls Wood-Commercial and Industrial Wood-Light Frame Others please indicate. AScHCD F.4.1 Structural Materials (Dropdown, refer to Annex H) F.4.1 Others If Structure Material is not included in the dropdown list or if a combination of structural materials, please specify. F.5. Mitigation Measures mitigation measures for the structure F.5.1 Number of Fire extinguishers F.5.2 Number of Sprinklers F.5.3. Number of Fire Hose F.5.4. Flood defense (Dropdown, refer to Annex I) Diversion Canal, Elevated Structure, Flood Barrier, Flood Way, Retention Pond, Water Pump. F.5.4.1. Others If Flood defense is not included in the dropdown list or if a combination of flood defense, please specify. F.6. Lot Area In square meters. Limit to 2 decimals only. F.7. Land Classification Indicate the property classification. Per the definition of terms of the Bureau of Local Government Finance (BLGF). F.7.1 Land Classification (Dropdown, refer to Annex J ) Residential Land Is land principally devoted to habitation. AaCTcI Agricultural Land Is land devoted principally to planting of trees, raising of crops, livestock and poultry, dairying, salt making, inland fishing and similar aqua cultural activities, and other agricultural activities, and is not classified as mineral, timberland, residential, commercial, or industrial land. Commercial Property Is property devoted principally for the object of profit and is not classified as agricultural, industrial, mineral, timberland, or residential property. Cemetery An "area or place where the dead are buried, a place of burial set apart either by municipal authority or private enterprise for the internment of the dead, etc., and this includes whatever property is necessary for use of the cemetery such as paths, ornamentation and the land within the cemetery limits acquired for but not yet actually used for the burial of the dead. Horticultural Land Is land devoted to or cultivated for planting of vegetables, flowers, and other ornamental plants. acEHCD Industrial Land Is land devoted principally to industrial activity as capital investment and is not classified as agricultural, commercial, timber, mineral or residential land. Foreshore Land A strip of land along the seashore, the use of which may or may not be granted by the government to private persons or corporations. Mangrove Land Is a term applied to the type of forest occurring on tidal flat along the seacoast, extending along stream where the water is brackish. Marsh Land A tract of low-lying land usually under water. EcTCAD Memorial Parks Are lands exclusively used as burial ground and developed for profit. Mineral Lands Are lands in which minerals, metallic or non-metallic, exist in sufficient quantity or grade to justify the necessary expenditures to extract and utilize such materials. National Integrated Protected Areas Systems (NIPAS) Is the classification and administration of all designated protected areas to maintain essential ecological processes and life-support system, to preserve genetic diversity, to ensure sustainable use of resources of forest therein, and to maintain their natural condition to the extent possible. Non-Profit Cemetery Is a cemetery owned and operated by the government, by religious corporations, by associations and societies exclusively for its members and not for profit; In the case of a cemetery or a memorial park which is privately owned, developed, and operated for profit put, such shall be classified as commercial. However, lots/plots already in the name of the buyer and/or already actually used as burial grounds shall likewise be assessed and classified as commercial but considered exempt. Orchard Is land specifically devoted to various fruit trees and plants. Special Classes of Real Property All lands, buildings, and other improvements thereon actually, directly, and exclusively used for hospitals, cultural, or scientific purposes, and those owned and used by local water districts, and government owned or controlled corporations rendering essential public services in the supply and distribution of water and/or generation and transmission of electric power shall be classified as special. SDHTEC Special Economic Zones Refers to selected areas which have the potential to be developed into agro-industrial, industrial, tourist/recreational, commercial, banking, investment, and financial centers. An ecozone may contain any or all the following: industrial estates, export processing zones, free trade zones, and tourist recreational centers. Special Purpose Properties Are properties, which are designed, constructed, and developed for a specific use or purpose. By its very nature, this type of property is rarely offered for sale in the open market except as part of a going concern. Because of the special design and function, conversion of special purpose properties to other types of development or application is generally not economically feasible. Socialized Housing Refers to housing programs and projects covering houses and lots, or home lots only undertaken by the government or the private sector for the underprivileged and homeless citizens which shall include sites and service developments, long-term financing, liberalized terms on interest payments, and such other benefits in accordance with R.A. 7279. Timberland Is land identified as forest or reserved area by the government, which may or may not be granted to a concessionaire, licensee, lessee, or permittee. Tourism Development Areas Refer to specific sites for tourism development located in areas identified as priorities in the national and regional tourism master plans, as well as those designated through legislation and executive issuances as tourist zones which can be developed into tourism estates or integrated resort, leisure and recreation complexes, and other tourism-related facilities. Watershed Refers to a catchments area or drainage basin from which the water of a stream or stream system is drawn. HTcADC F.7.1 Others If Land Classification is not included in the dropdown list or if a combination of land classification, please specify. F.8. Security Type Security features to protect the asset. F.8.1. Security Type (Dropdown, refer to Annex K ) F.8.2. Others If Security Type is not included in the dropdown list or if a combination of security type, please specify. G. REMARKS G.1. Other information pertinent to the asset being referred. -NOTHING FOLLOWS- Annex A Asset Types and Asset Account Codes Asset Type Type Agricultural and Forestry Equipment 10605040 00 Airport Equipment 10605060 00 Airport Systems 10603080 00 Buildings 10604010 00 Communication Equipment 10605070 00 Communication Networks 10603060 00 Construction and Heavy Equipment 10605080 00 Disaster Response and Rescue Equipment 10605090 00 Earthquake Rescue Equipment 10605090 03 Firefighting Equipment and Accessories 10605090 01 Flood and Rescue Equipment 10605090 02 Flood Control Systems 10603020 00 Historical Buildings 10611010 00 Hospitals and Health Centers 10604030 00 Hostels and Dormitories 10604060 00 Information and Communication Technology Equipment 10605030 00 Land 10601000 00 Landslide Rescue Equipment 10605090 05 Leased Assets, Buildings and Other Structures 10608020 00 Leased Assets, Land 10608010 00 Leased Assets, Machinery and Equipment 10608030 00 Leased Assets, Transportation Equipment 10608040 00 Machinery 10605010 00 Marine and Fishery Equipment 10605050 00 Markets 10604040 00 Medical Equipment 10605110 00 Military, Police and Security Equipment 10605100 00 Office Equipment 10605020 00 Other Heritage Assets 10611990 00 Other Infrastructure Assets 10603990 00 Other Leased Assets 10608990 00 Other Machinery and Equipment 10605990 00 Other Structures 10604990 00 Other Transportation Equipment 10606990 00 Parks, Plazas and Monuments 10603090 00 Power Supply Systems 10603050 00 Printing Equipment 10605120 00 Road Networks 10603010 00 School Buildings 10604020 00 Seaport Systems 10603070 00 Sewer Systems 10603030 00 Slaughterhouses 10604050 00 Sports Equipment 10605130 00 Technical and Scientific Equipment 10605140 00 Trains 10606020 00 Volcanic Eruption Rescue Equipment 10605090 04 Water Supply Systems 10603040 00 Watercrafts 10606040 00 Works of Arts and Archeological Specimens 10611020 00 Others please indicate Others please indicate Annex B Region and Province Region/Province Region I Ilocos Norte Ilocos Sur La Union Pangasinan Region II Batanes Cagayan Isabela Nueva Vizcaya Quirino Region III Bataan Bulacan Nueva Ecija Pampanga Tarlac Zambales Aurora Region IVA Batangas Cavite Laguna Quezon Rizal Region IVB Marinduque Occidental Mindoro Oriental Mindoro Palawan Romblon Region V Albay Camarines Norte Camarines Sur Catanduanes Masbate Sorsogon Region VI Aklan Antique Capiz Iloilo Negros Occidental Guimaras Region VII Bohol Cebu Negros Oriental Siquijor Region VIII Eastern Samar Leyte Northern Samar Samar Southern Leyte Biliran Region IX Zamboanga del Norte Zamboanga del Sur Zamboanga Sibugay Region X Bukidnon Camiguin Lanao del Norte Misamis Occidental Misamis Oriental Region XI Davao del Norte Davao del Sur Davao Oriental Davao de Oro Davao Occidental Region XII Cotabato South Cotabato Sultan Kudarat Sarangani Region XIII Agusan del Norte Agusan del Sur Surigao del Norte Surigao del Sur Dinagat Islands BARMM Basilan Lanao del Sur Maguindanao Sulu Tawi-tawi CAR Abra Benguet Ifugao Kalinga Mountain Province Apayao NCR Metro Manila Annex C Mode of Acquisition/Conveyance Mode of Acquisition/Conveyance Constructed Donation Purchased Rented Transfer Usufruct Investment Lease Sublease Others Annex D Currency Currency AED ARS AUD BHD BND BRL CAD CHF CNY DKK EUR GBP HKD IDR INR JPY KRW KWD MXN MYR NOK NZD PHP PKR SAR SEK SGD SYP THB TWD USD VEB ZAR Others please indicate Annex E Mode of Disposal Mode of Disposal Consignment Demolition Depleted by Nature Donation Retirement Sale Trade-in Transfer of Ownership Others please indicate Annex F Policy Type Policy Type Electronic Equipment Fire Insurance Fire w/ Allied Peril Floaters Industrial Machine Breakdown Others please indicate Annex G Asset Condition Asset Condition Good Fair Poor Bad Annex H Structural Materials Structural Materials Bamboo Concrete Hollow Blocks Concrete Hollow Blocks with Wood or Light Metal Concrete Moment Frames Concrete Shear Walls Concrete Shear Walls and Frames Light Metal Frames Makeshift Precast Concrete Frames with Concrete Shear Walls Precast Concrete Tilt-up Walls Reinforced Concrete Moment Frames with Wood or Light Metal RMBW with Precast Concrete Diaphragm RMBW with Wood or Metal Deck Diaphragm Steel Braced Frames Steel Frames with Cast-in-place Concrete Shear Walls Steel Moment Frames Unreinforced Adobe or Stone Bearing Walls Wood Commercial and Industrial Wood Light Frame Others please indicate Annex I Flood defenses Flood Defenses Diversion Canal Elevated Structure Flood Barrier Flood way Retention Pond Water Pump Others please indicate Annex J Land Classification Land Classification Agricultural Land Cemetery Commercial Property Foreshore Land Horticultural Land Industrial Land Mangrove Land Marsh Land Memorial Parks Mineral Lands National Integrated Protected Areas Systems (NIPAS) Non-Profit Cemetery Orchard Residential Socialized Housing Special Classes of Real Property Special Economic Zones Special Purpose Properties Timberland Tourism Development Areas Watershed Others please indicate Annex K Security Type Security Type Barbed Wire Concrete Wall Fenced Wall Gated With CCTV With Security Alarm System With Security Personnel Others please indicate Prepared by: (SGD.) ALYANNA IDA P. GARCIA Treasury Operations Officer I Reviewed by: (SGD.) EMMANUEL V. MANUEL Treasury Operations Officer III Verified by: (SGD.) AMOR ROLLYN D. DAIS CTOO II-ARD, Concurrent OIC-AAMD ANNEX B DBCC TWG-AM DOF-DBM-NEDA-JMC-2023-1-Annex B-Rev. 1.0 Simplified NARS Template ANNEX C DBCC TWG-AM DOF-DBM-NEDA-JMC-2023-1-Annex-C-Rev.1.0 Agency Asset Management Plan (AAMP) Template 1 2 3 4 5 6 ANNEX D DBCC TWG-AM DOF-DBM-NEDA-JMC-2023-1-Annex-D-Rev.1.0 Detailed Procedure, Standards, and Timeline of the Preparation, Submission, Processing, and Review of the Agency Asset Management Plans (AAMPs) 1.0 Establishment of the Agency Working Group on Asset Management (WG-AM) 1.1 The Development Budget Coordination Committee Technical Working Group on Asset Management (DBCC TWG-AM) shall transmit to the agencies a letter informing the same of their inclusion in the implementation of the Philippine Government Asset Management Policy (PGAMP), as identified under the phasing of PGAMP implementation in the prevailing iteration of the National Asset Management Plan (NAMP). Likewise, said letter shall mandate the agencies to establish their respective WG-AM that will lead in the preparation and implementation of their AAMPs. ICHDca 1.2 Agencies covered under the PGAMP are required to establish their respective WG-AM that shall spearhead the formulation, regular updating, and overall implementation of their respective AAMPs, in accordance with the composition prescribed under Section 8.7 of the Department of Finance (DOF)-Department of Budget and Management (DBM)-National Economic and Development Authority (NEDA) Joint Memorandum Circular (JMC) No. 2020-1, 1 as follows: 1.2.1 The WG-AM shall be composed of the (a) head of operations (at least assistant secretary-level for departments, and director-level for agencies lower than a department), and representatives from the (b) finance, (c) planning, accounting, property (or inventory), and (d) disaster risk reduction services/divisions of the agency. 1.2.2 Agencies with technically complex assets ( e.g. , roads, bridges, dams, among others) may tap representatives from engineering-related services. Each agency may include additional representatives from select divisions as needed. 1.2.3 The agencies with various technically complex assets may establish a WG-AM per type of asset, with members from the technical units concerned. HSAcaE 1.2.4 The WG-AM at the central level may establish regional and sub-regional WGs-AM, as they deem necessary. The central level WG-AM shall coordinate, oversee and monitor the activities and outputs of the regional and sub-regional working groups. 1.2.5 It is understood that the designation of members and/or representatives shall come from the agency's existing relevant positions with nature as detailed in items 1.2.1 to 1.2.4 hereof, and no additional office nor positions shall be created for the purpose. 1.3 The agencies shall submit and, as necessary, update the composition, contact information, and other pertinent details of the agency WG-AM to the DBCC TWG-AM, through the DBM-Systems Productivity and Improvement Bureau (SPIB), as the Secretariat of the DBCC TWG-AM. 2.0 Submission of Data in the National Asset Registry System (NARS) 2.1 Upon the invitation of the Bureau of the Treasury (BTr), the covered agencies shall identify their respective focal persons for the NARS. 2.2 The BTr shall facilitate, in coordination with other relevant stakeholders, the provision of capacity development interventions needed by the covered agencies in the submission of their respective NARS dataset. 2.3 The process for the submission of the agencies' NARS dataset is as follows: AScHCD 2.3.1 The agencies shall use the NARS template (see Annex B of this JMC) and populate it with the necessary information, for which they have responsibility and accountability according to the NARS Manual (see Annex A of this JMC). 2.3.2 The agencies will submit the accomplished NARS template, once completed, to the BTr for assessment and review. 2.3.3 If the agencies' NARS dataset is found to be incomplete, the same will be returned to the agencies for improvement. 3.0 Preparation of the AAMPs 3.1 The agency WG-AM shall prepare the AAMP in line with the minimum data requirements and outline based on the DBCC TWG-AM-recommended AAMP template that is affixed as Annex C of this JMC. TCAScE 3.2 The DBCC TWG-AM shall facilitate the administration of the Maturity Assessment Questionnaire (MAQ) for the covered agencies and conduct an individual consultation session on the analysis of the MAQ results which shall serve as input in the preparation of the AAMP. Likewise, the DBCC TWG-AM shall invite the covered agencies for briefing sessions on the PGAMP, NAMP, and AAMP, as well as other capacity development sessions and webinars relative to asset management. 3.3 Further, one-on-one consultation and writeshop sessions may be requested by the covered agencies to discuss specific questions and queries relative to the preparation to finalization of the AAMP. Said requests shall be coursed through the DBM-SPIB for coordination and endorsement to the DBCC TWG-AM and its WG. 4.0 Submission of the AAMPs 4.1 The covered agencies must submit their proposed AAMP and other documentary requirements per the AAMP template through a letter signed by the head of the agency concerned. The remarks and justifications on the exclusion of AAMP sections shall likewise be included by the agencies in their submissions. 4.1.1 The covered agencies shall transmit AAMP submissions digitally via electronic mail addressed to the following: 4.1.1.1 TO: DBM Central Records Division [emailprotected] 4.1.1.2 CC: DBM Office of the Secretary [emailprotected] DBM-SPIB [emailprotected] 4.1.2 All other communication, coordination, and requests between and among the TWG-AM Secretariat/members and the covered agencies shall be conducted through digital means. 5.0 Processing and Review of the AAMPs 5.1 On the determination of completeness of submission , the following shall be observed: 5.1.1 The DBCC TWG-AM, through the DBM-SPIB, shall receive the proposed AAMP of the covered agencies and, within seven (7) working days from receipt, conduct an initial check on its completeness based on the required documents indicated in the General Checklist on the Completeness of Submission of the AAMP (Annex D.1) , and the AAMP sections prescribed in the AAMP template. 5.1.2 If the submitted proposed AAMP is found to be complete and the justification on the exclusion of AAMP section/s, if any, is present, the DBM-SPIB shall distribute the same, together with the AAMP Technical Review and Scoring Tool, to the designated reviewing member-agencies within three (3) working days from its determination of completeness of submission. 5.1.3 If the submitted proposed AAMP has been determined to be lacking complete documents, the same shall be returned by the DBM-SPIB to the submitting covered agencies within three (3) working days after the completeness check on the submission. The submitting covered agencies shall be given a deadline of 10 working days from receipt of the communication from the DBM-SPIB to resubmit the complete documents. HESIcT 5.2 On the level and scope of review on the submitted AAMPs , the DBCC TWG-AM and its WG shall make use of the AAMP Technical Review and Scoring Tool (Annex D.2) to assess the content of an AAMP. Specifically, each designated reviewing member-agency shall conduct the following: 5.2.1 Check if the requirements per the AAMP Technical Review and Scoring Tool have been complied with; 5.2.2 Assess the alignment of the covered agencies' asset management practices indicated in the AAMP vis-a-vis the MAQ results and provide recommendations for the improvement of the same; 5.2.3 Assess the remarks and justifications of the agencies on the exclusion, if any, of AAMP sections for soundness and acceptability; 5.2.4 Review the alignment and interrelatedness of the AAMP sections; and 5.2.5 Review the alignment of the AAMP with the PGAMP and the NAMP. 5.2.6 Additionally, the BTr will use the agencies' NARS dataset in its technical review of the pertinent sections of the proposed AAMPs. The BTr will also use the following criteria in its assessment of the AAMP vis-a-vis the agencies' NARS submission: 5.2.6.1 Summary of agencies assets versus the submitted list to the BTr; AcICHD 5.2.6.2 Linking of the agencies' internal non-financial asset management system, if any, to the NARS dataset; and 5.2.6.3 Agencies' provision of the required information requested in the NARS Template such as, but not limited to: 5.2.6.3.1 General Information Asset Name, Asset Type, and Asset Description; 5.2.6.3.2 Location Information Location of the asset, provided that the information is at least at the regional level; 5.2.6.3.3 Legal and Ownership Information Ownership of asset identified; cTDaEH 5.2.6.3.4 Financial Information At least one form of valuation; 5.2.6.3.5 Insurance information Indication of whether the asset is insured or not; and 5.2.6.3.6 Technical Specifications Asset condition and structural condition. 5.3 The AAMP Technical Review and Scoring Tool implements a numerical scoring range to reflect the extent and level of compliance ( i.e. , from 0 [non-compliant] to 5 [fully compliant]) of the AAMP with the criteria and requirements indicating maturity of an agency's asset management practices. 5.3.1 The reviewing member-agencies shall refer to the first tab containing the assessment guide that is included in the tool when indicating the rating for the specific requirement under the Technical Review tab. 5.3.2 The accomplishment of the scoring in the second tab shall be guided by the following: 5.3.2.1 The DBCC TWG-AM member-agencies shall completely fill out the columns on compliance rating (Columns F to K) and to the findings and recommendations (Column P). 5.3.2.2 For a more holistic review and orderly flow of narrative in the findings and recommendations column of the scoring tool, the reviewing member-agencies shall adopt the following subheadings in the Findings and Recommendations column: 5.3.2.2.1 Requirement per the template and/or other references This shall state the expected content of the AAMP section or subsection based on the requirements of the DBCC TWG-AM template. This section may also cite other references ( i.e. , PGAMP and NAMP) for the definitions of asset management-related concepts; caITAC 5.3.2.2.2 Findings This shall concisely summarize the observations of the reviewing member-agencies relative to the compliance of the AAMP with the criteria and its corresponding requirements listed in the scoring tool; and 5.3.2.2.3 Recommendations for improvement This shall contain suggestions and recommendations to further improve the compliance of the AAMP with the criteria and requirements stated in the scoring tool. 5.3.2.3 The presence or absence of optional data shall not affect the rating of the AAMP criteria and requirements. Rather, the reviewing member-agencies shall indicate in the Findings and Recommendations column the presence or absence of said data, resulting in a commendation for the agencies if the optional data was provided, or in a recommendation to include the same in the succeeding iteration of the AAMP if otherwise. The percentage range per numerical score shall reflect, among others, that the achievement of at least 50% equates to basic compliance, and exactly 100% means full compliance. ITAaHc 5.3.3 The third tab will generate a radar graph to provide a visual representation of the summary of the assessment results of the AAMP sections, which shall also be shared with the covered agency concerned. 5.4 On the timeline of technical review , the DBCC TWG-AM member-agencies are given 45 working days from the time of receipt of complete documents to review the proposed AAMP. The DBCC TWG-AM member-agencies shall adhere to the below listed detailed process and prescribed timeline for review: 5.4.1 The member-agencies shall use the AAMP Review and Technical Scoring Tool template that will be provided by the DBM-SPIB during the distribution of the AAMP sections for review by the members. The scoring tool is an MS Excel spreadsheet that shall be opened through Google Sheets to allow the simultaneous provision of inputs through the online platform. TAIaHE 5.4.2 The DBCC TWG-AM member-agencies, through its respective Working Groups (WGs), shall simultaneously undertake its respective technical review of the submitted proposed AAMPs within thirty-eight (38) working days . 5.4.3 Each reviewing member-agency shall validate the contents and alignment of the assigned section with the sections assigned to the other member-agencies. The comments and observations of the member-agencies may be indicated under the Findings and Recommendations column in the Technical Review tab. 5.4.4 The WG from each member-agency shall notify the DBM-SPIB that the findings and recommendations on sections for their respective review are already final and fully accomplished. Thereafter, the DBM-SPIB shall consolidate and finalize the tool for transmittal to the WG of each DBCC TWG-AM member-agency who shall facilitate the simultaneous approval and signing of the same by their respective TWG-AM official/s within seven (7) working days . This is to ensure that only the official and final review will be used for the transmittal of DBCC TWG-AM comments and recommendations on a particular submitted proposed AAMP. 5.5 The results of the technical review shall be relayed to the covered agency concerned with the TWG-AM comments and recommendations. The DBM-SPIB shall prepare and submit to the DBCC TWG-AM Chairperson, within seven (7) working days from receipt of the results of the technical review of each DBCC TWG-AM member-agency, the consolidated comments and recommendations from such reviews, for consideration/signature. Said document shall be accompanied by a draft letter containing the following information/attachments: cSaATC 5.5.1 Signed scoring tool; 5.5.2 Points for improvement and possible areas for revisions observed in the AAMP, if any, and other suggestions/recommendations, as may be necessary; 5.5.3 Depending on the result, the following shall be relayed to the agency concerned: 5.5.3.1 AAMPs with sections that are deemed to have basic compliance and beyond (50-100%) shall be recommended for immediate implementation ( e.g. , the AAMP could already serve as basis for the concerned agency to pursue its asset management capacity development activities) with recommendations for its further enhancement during the next annual round of review. In this case, the letter template provided as Annex D.3 herein shall be used to inform the agencies whose AAMP sections have achieved the 50% threshold. 5.5.3.2 Otherwise, AAMPs with sections that are assessed to be non-compliant (0%) to partially compliant (49%) shall be required to provide an action plan to improve the contents of the concerned section, which shall be submitted to the TWG-AM within a prescribed timeline under the current annual round of AAMP review. In this case, the letter template provided as Annex D.4 herein shall be used to inform the agency whose AAMP sections failed to meet the 50% threshold. 5.6 It shall be incumbent upon the DBM-SPIB to exercise diligence in ensuring that the results of the review of the DBCC TWG-AM are received and acknowledged by the covered agencies, and the timelines followed. 5.7 The flowchart depicting the procedure and timeline for the preparation, submission and processing and review of the AAMPs is provided herein as Annex D.5 . ICHDca 6.0 Measurement of Timelines 6.1 While these guidelines utilize working days in setting the WG's timelines, the WG may set, through an internal agreement, a timeline based on calendar days to account for instances where any member-agency would implement flexible work arrangements during the implementation of the guidelines. 6.2 Likewise, should a member-agency request for extension in the timelines in view of unforeseen contingencies and/or equally important deliverables, the same shall be coordinated with other member-agencies for concurrence. Further, the WG of each member-agency shall duly notify their respective DBCC TWG-AM principals on approved adjustments on the timelines, for information and/or further guidance. CHTAIc ANNEX D.1 DBCC TWG-AM DOF-DBM-NEDA-JMC-2023-1-Annex-D.1-Rev.1.0 General Checklist on the Completeness of Submission of the Agency Asset Management Plan (AAMP) 1 2 3 4 5 ANNEX D.2 DBCC TWG-AM DOF-DBM-NEDA-JMC-2023-1-Annex-D.2-Rev.1.0 AAMP Review and Technical Scoring Tool ANNEX D.3 DBCC TWG-AM DOF-DBM-NEDA-JMC-2023-1-Annex-D.3-Rev.1.0 Letter Template for NGAs Recommending Immediate Implementation (Basic to Full Compliance) 1 2 3 4 ANNEX D.4 DBCC TWG-AM DOF-DBM-NEDA-JMC-2023-1-Annex-D.4-Rev.1.0 Letter Template for NGAs on Review Results and Recommendations (Non-Compliant to Partial Compliance) 1 2 3 4 ANNEX D.5 DBCC TWG-AM DOF-DBM-NEDA-JMC-2023-1-Annex D.5-Rev.1.0 Flowchart of Procedure and Timeline ANNEX E DBCC TWG-AM DOF-DBM-NEDA-JMC-2023-1-Annex-E-Rev.1.0 Roles and Responsibilities in the Processing and Review of Agency Asset Management Plans (AAMPs) Development Budget Coordination Committee Technical Working Group on Asset Management (DBCC TWG-AM) and Its Working Group (WG) Roles and Responsibilities in the Processing and Review of Agency Asset Management Plans (AAMPs) Pursuant to items 2.1.2 and 4.2.5 of the Joint Memorandum Circular (JMC) and its Annex D, the sections of the AAMP shall be distributed among the member agencies of the DBCC TWG-AM for technical review by its WG. Further, the rationale for the designation of the sections is based on the general area of concern of each member agency based on the mandate, functions, and/or functional coverage of the same. Hence, the review of the AAMP sections shall be distributed among the respective WGs of the DBCC TWG-AM member agencies, as follows: cHDAIS DBCC TWG-AM Member-Agency General Area of Concern Covered AAMP Section Other Notes 1. Department of Budget and Management (DBM) Assessment of the covered agency's asset management practices relative to asset inventory vis--vis performance, asset management planning and policies, and budgetary requirements for implementation of asset management strategies indicated in the submitted AAMPs. 3: Asset Management Practice 5: Levels of Service 6: Lifecycle Management Planning 10: Financial Planning 11: Performance Planning and Continual Improvement The DBM may provide additional comments and recommendations on sections of the AAMP not assigned to them, as deemed necessary. 2. National Economic and Development Authority (NEDA) Review of covered agency's asset management practices and strategies relative to sustainability, natural hazard resilience, and infrastructure risk management for its assets. Specifically, the NEDA shall look into the alignment of AAMP's with the national development direction and strategic plans, such as, among others, the National Asset Management Plan (NAMP). 7: Sustainable Planning 8: Natural Hazard Resilience Planning 9: Infrastructure Risk Management Planning The NEDA shall review Section 2.1 of the proposed AAMPs, particularly in terms of the plan's alignment with national key strategic documents and thrusts. The NEDA shall provide inputs on Section 10, in relation to its review of Sections 7 to 9. 3. Bureau of the Treasury (BTr) Review of the asset information in the proposed AAMPs and its alignment with the data in the National Asset Registry System (NARS) submitted by the agency. 4: State of Agency Assets The BTr shall be guided by the submission of the agency NARS data in their assessment of this section. The BTr shall review Sections 3, 5, 6, and 10 of proposed AAMPs vis--vis data from the NARS, which could serve as inputs and basis in the review and recommendation for the said sections. The BTr shall provide inputs in the review of Sections 8 and 9 in relation to the program or initiative for insurance protection for non-financial assets of the government such as the National Indemnity Insurance Program which is under the purview of the Department of Finance, through the BTr. 4. Office of the President (OP) General review of the overview and broad directions and strategies envisaged by the covered agencies in their submitted AAMPs, as discussed in detail in the subsequent AAMP sections. This would include the logical flow of agency's asset management story. 1: Executive Summary 2: Introduction The OP may provide additional comments and recommendations on sections of the AAMP not assigned to them, as deemed necessary. Footnotes 1. Ad Referendum Approval for the Creation of the Technical Working Group on Asset Management. 2. Implementation of a Philippine Government Asset Management Policy (PGAMP). 3. A group of assets with similar characteristics and use. 4. Creating an Inter-Agency Committee to Formulate the Necessary Policies, Rules and Regulations for the Purpose of Ensuring that the Key Properties, Assets and Other Insurable Interests of the Government are Comprehensively and Adequately Insured. 5. Being undertaken by the BTr. 6. Including of disasters to help protect public assets and service delivery against typhoons, floods, and other catastrophic events with mitigation and risk financing measures. 7. May include electronic mail correspondences/transmittals. 8. https://www.dbm.gov.ph/ ANNEX C 1. "Implementation of a Philippine Government Asset Management Policy (PGAMP)" dated 24 September 2020. 2. Adopted through DOF-DBM-NEDA JMC No. 2022-1 dated 28 January 2022 with subject, "Adoption of a National Asset Management Plan (NAMP) as Part of the Implementation of the Philippine Government Asset Management Policy (PGAMP)." 3. AM 203 Lifecycle Planning, Institute of Public Works Engineering Australasia (2022). 4. Ibid. 5. Ibid. 6. International Infrastructure Management Manual. ANNEX D 1. Implementation of a Philippine Government Asset Management Policy (PGAMP). ANNEX D.1 1. Data confirmed by the Bureau of the Treasury (BTr) on ____________. 2. AM 203 Lifecycle Planning, Institute of Public Works Engineering Australasia (2022). 3. AM 203 Lifecycle Planning, Institute of Public Works Engineering Australasia (2022). 4. Ibid. 5. International Infrastructure Management Manual. ANNEX D.3 1. As enunciated under the Department of Finance (DOF)-Department of Budget and Management (DBM)-National Economic and Development Authority (NEDA) Joint Memorandum Circular No. 2020 (Implementation of a Philippine Government Asset Management Policy [PGAMP]) dated 24 September 2020. 2. Adopted through DOF-DBM-NEDA JMC No. 2022-1 dated 28 January 2022. 3. Alongside the [name of department/agency]. 4. Through a letter from the DBCC TWG-AM Chairperson dated [date] which issued the DBCC TWG-AM recommended AAMP template. ANNEX D.4 1. As enunciated under the Department of Finance (DOF)-Department of Budget and Management (DBM)-National Economic and Development Authority (NEDA) Joint Memorandum Circular No. 2020-1 (Implementation of a Philippine Government Asset Management Policy [PGAMP]) dated 24 September 2020. 2. Adopted through DOF-DBM-NEDA JMC No. 2022-1 dated 28 January 2022. 3. Alongside the [name of department/agency]. 4. Through a letter from the DBCC TWG-AM Chairperson dated [date].