Reportorial Requirements of the Human Resource Development Service (HRDS)

March 8, 2011 REVENUE MEMORANDUM ORDER NO. 011-11 SUBJECT : Reportorial Requirements of the Human Resource Development Service (HRDS) TO : All Internal Revenue Officials and Employees I. Background and Objective This Order is being issued to rationalize the required reports of the HRDS; identify and establish ownership of reports; minimize if not avoid duplication of report preparation; encourage and promote exchange/sharing of information among the different Units/Divisions and effectively reduce the burden of redundant and voluminous reports. ISaTCD II. Policies and Guidelines The following policies and guidelines shall be observed: 1. The original copy of the reports indicated in the Inventory of Reports required Marked as (Annex A) shall be submitted to the prescribing office while the duplicate copy to remain in the preparing office, except that of the Statement of Assets, Liabilities and Networth (SALN) and Original/Promotional appointments. 2. Timeliness in the submission of reports shall be observed at all times, specific deadlines as prescribed in Annex A shall be strictly complied. 3. To prevent the overlapping of reports, no two (2) or more divisions under HRDS shall require the submission of reports with identical data/information. 4. Sharing of report(s) or information for use and reference among the Units/Divisions shall be encouraged for use by other Offices. III. Sanctions Non-compliance with the prescribed deadlines on the submission of reports will be considered as violation of office rules and regulations with penalty as defined in the Revised Code of Conduct as implemented by RMO No. 53-2010. IV. Repealing Clause All other issuances and/or portions thereof inconsistent herewith are hereby repealed, amended or modified accordingly. V. Effectivity This Order shall take effect immediately. IDTSaC (SGD.) KIM S. JACINTO-HENARES Commissioner of Internal Revenue ANNEX A Inventory of Reports Required by Human Resource Development Service (HRDS) Frequency/ Deadline Manner of Submission Name of Report/s Reference Issuance of Submission Distribution (Hard copy, thru e-mail or both) 1. Current Personnel Strength Memorandum dated Frequency - monthly Original - Personnel Hard and soft copies (CPS) January 12, 2005 On or before the Division; of OIC-DCIR Norma 15th day of the Duplicate - Office Lipana succeeding month concerned 2. Summary Report of RMO 28-2008 Frequency - monthly Original - Personnel Hard copy Attendance (SRA) On or before the Division; 15th day of the Duplicate - HRMU succeeding month 3. Supplemental Summary RMO 28-2008 Frequency - monthly Original - Personnel Hard copy Report on Attendance Two (2) weeks after Division; submission of SRA Duplicate - HRMU 4. Certified List of Employees RA 6713 and CSC Frequency - annually Original - Personnel Hard and soft copies who have submitted/not Res. No. 06-0231 On or before the Division; submitted their Statement of 30th day of April Duplicate - Assets, Liabilities & Networth Ombudsman/CSC; (SALN) with Accomplished Triplicate - Employee/ SALN forms Office concerned 5. Monthly Recruitment Status Memorandum dated Frequency - monthly Original - Personnel Hard copy Report - This report includes Feb. 1, 2010 by the On or before the Division; the ff: List of Qualified/Not Chief, Personnel 15th day of the Duplicate - HRMU Qualified Applicants, List of Division; Memorandum succeeding month Interviewed Applicants, dated Aug. 28, 2007 List of Hired Applicants, of the Chief, Personnel List of Applicants not Division Selected by the Board, List of Applicants who withdrew their application 6. Submission of Report on CSC Resolution # Frequency - monthly 1st and 3rd copy - Hard copy Appointments Issued (RAI) 973681 dated Every 15th day of the CSC; 2nd copy - with attachments Aug. 28,1997 succeeding month Personnel Division (a) For new recruits: 201 file which includes photocopy of appointment, report for duty, For the attachments: Hard copy oath of office, SALN and Original copy - Personal Data Sheet (PDS); Personnel Division; (b) For promo: photocopy of Duplicate - appointment, report for duty Accounting Division and PDS. 7. Promotable List RMO 10-1996 Frequency - Original - Personnel Hard copy semestral Division; On or before the Duplicate - HRMU 15th day of the month following the semester 8. Summary of Performance RMO 29-2004 Frequency - Original - Hard and soft Ratings in Alphabetical and Subject: Performance semestral Personnel Division; copies; Soft copies Force-Ranked List/ Management System; On or before the Duplicate - Service/ are submitted thru Performance Management Memorandum dated 31st day of the Regional HRMU; pems_personnel Forms (PMFs)/HRIS PM January 3, 2011 of month following the Triplicate - @bir.gov.ph DLWBs (The Report on the the ACIR, HRDS semester Employee/Office Summary of Performance concerned Ratings for the 2nd Semester should still include 1st Semester Ratings for PIB grant purposes) 9. Exit Survey Tally Sheets RMO 29-2006 Frequency - monthly Original - Personnel Hard copy - Report on the result of Exit On or before the Division; questionnaire/survey - as 15th day of the Duplicate - HRMU a feedback mechanism succeeding month; from internal stakeholders (BIR officials & employees who will be separated from service by reason of retirement/resignation etc.) to serve as guide/basis in the improvement of the services of the Bureau. 10. Employees who availed of RMO 28-2008 Frequency - annually Original - Personnel Hard copy Monetization of leave On or before the Division; credits for the year/ 15th day of January Duplicate - HRMU Employees who filed of the following Disapproved year Forced Leave 11. Monthly Report of RMO 28-2008 Frequency - monthly Original - Personnel Hard copy Separation of Employees On or before the Division; 15th day of the Duplicate - HRMU following month 12. List of Employees entitled to Memorandum dated Frequency - annually Original - Personnel Hard and Longevity/Loyalty for the June 8, 2009 of On or before the Division; soft copies; Soft Year ACIR Rogers, 15th day of January Duplicate - HRMU copies are HRDS of the current year submitted thru pems_personnel @bir.gov.ph 13. Compliance Report on Memorandum dated Frequency - monthly Original - Personnel format - see RTAOs/RRTAOs Issued Nov. 10, 2008 of On the 10th day of Division; Annex B a) Did not comply with DCIR Celia King, the following month Duplicate - HRMU Hard copy issued RTAO/RRTAO Subj: Submission of b) Requirements for those Various HR Reports; who copied with issued Memorandum dated RTAO/RRTAO Nov. 9, 2010 of DCIR Celia King, Subj: - Acknowledgement Submission of the Receipt Requirements for - Report for Duty Compliance with - NOC/ROC/DOC RTAOs issued 14. Training Accomplishment Memorandum dated 5th day after every Original - Training Hard copy Report January 30, 2006 training conduct Delivery Division - report of trainings of ACIR Leonor V. Duplicate - HRMU conducted by Regional Rogers, HRDS Office 15. Regional Gender and RMO-6-2009 Frequency - annually Original - Philippine Hard copy Development (GAD) Every 15th day of Commission on Annual Plan and Budget March of each year Women - PCW (formerly NCRFW) Duplicate - concerned office cc - Medical, Dental and Welfare Division (MDWD), RR Finance Division, RR COA Field office 16. Regional GAD RMO 6-2009 Frequency - annually Original - PCW Hard copy Accomplishment Every 15th day of (formerly NCRFW); Report May of each year Duplicate - concerned office; cc - MDWD ANNEX B Monthly Compliance Report on RTAOs/RRTAOs Issued Revenue Region No. ______ For the month of (Month, CY) Note: * This report shall be an alphabetized straight list of all personnel concerned. * This Monthly Compliance Report on RTAOs Issued shall be submitted by the HRMUs to the Personnel Division every 10th day of the ensuing month.