Annual Work Plan of the Bureau of Internal Revenue

January 19, 1983 REVENUE MEMORANDUM ORDER NO. 01-83 SUBJECT : Annual Work Plan of the Bureau of Internal Revenue TO : All Service Chiefs, Division Chiefs, Regional Directors and Others Concerned PURPOSE: This Order prescribes the YEARLY submission of the Annual Work Plan (AWP) as well as the guidelines in the preparation thereof which shall be geared to the attainment of the following specific objectives: 1. To serve as a basis in the evaluation of the accomplishments of your respective offices, and 2. To justify your budget proposals to carry out your projected activities for the year. cdt GUIDELINES: The following guidelines shall be observed in the preparation of the AWP: 1. It shall contain the overall objectives of your office which are consistent with the Bureau's goals and policies indicating the courses of action to be taken in the following projects: a. Revenue Assessment and Tobacco Regulatory Services b. Tax Collection c. Revenue Legal Service d. General Administration and Support Services The program thrusts for each office should be reflected in their respective work plans. As much as possible, the goal for each specific activity should be stated in concrete terms specially when such goal is quantifiable. 2. It should be broken down into quarterly time frames so that one can readily envision the work program or activities that will be accomplished at a given period of time. This is important as the work plans will be compared with the quarterly reports of accomplishments submitted by each unit for evaluation purposes. 3. It should be tied in with the proposed budget of your office stating the resources required in accomplishing the planned activities. 4. It should also contain, in a brief narrative form, a background analysis of the working environment including the economic situation and the areas tapped for tax purposes. 5. The projected collection goal shall be submitted together with the work plan. The procedures and guidelines in goal setting specified under Paragraph III, A and B, of RMO No. 32-81 dated November 24, 1981, shall be adopted for this purpose. Offices not involved in assessment and collection activities are EXEMPTED from this requirement. 6. The offices involved in each budgetary project are as follows: a. Revenue Assessment and Regulatory Services - Sector Operations, National Assessment and Specific Tax Officers including all divisions under them; Tax Fraud Division; and Assessment and Specific Tax Branches. b. Tax Collection - Collection Office including all divisions under it; Collection Branches and Collection Units in Revenue District Offices. c. Revenue Legal Service - Legal Office including all divisions under it and Legal Branches. d. General Administration and Support Services - Revenue Attache Unit; Intelligence Division; Financial & Management Service; Personnel & Administrative Service; Inspection Service; Planning & Policy Service and Data Processing Center including all divisions under them. aisa dc FORMS TO BE USED: 1. The AWP Form (Annex A), with instructions at the back on how to accomplish them shall be used in the preparation of the work plan. However, this should not preclude you from adding data or information which you think are necessary in the presentation of a comprehensive work plan. 2. The monthly breakdown of collection goals shall be submitted in the attached forms (Annexes B and C). SUBMISSION: The AWP shall be submitted to the Financial & Management Service with your budget proposals. However for 1983, the deadline of submission shall be on or before February 25, 1983. REPEALING CLAUSE: This Order modifies the instructions contained in the Commissioner's Unnumbered Memo dated January 5, 1981 and revokes any provisions or existing issuances which are inconsistent herewith. Immediate and strict compliance herewith is enjoined. (SGD.) RUBEN B. ANCHETA Acting Commissioner