Defining the Office Performance Measures for Large Taxpayers Service, Revenue Regions, Revenue District Offices and LT District Offices for CY 2009

April 20, 2009 REVENUE MEMORANDUM ORDER NO. 014-09 TO : All Deputy Commissioners, Assistant Commissioners (ACIRs), ACIR-Large Taxpayers Service, Regional Directors and Revenue District Officers and Large Taxpayers (LT) District Officers SUBJECT : Defining the Office Performance Measures for Large Taxpayers Service, Revenue Regions, Revenue District Offices and LT District Offices for CY 2009 In order to attain the revenue goal for CY 2009, the Bureau has mandated priority programs which shall be implemented nationwide. Accordingly, corresponding standard office performance measures (including Key Performance Indicators and Formula, Targets, Program Weights and Measures Weights) have been established, which shall apply to Large Taxpayers Service (LTS), Revenue Regions (RRs), Revenue District Offices (RDOs) and Large Taxpayers District Offices (LTDOs). The following are the Priority Programs and Key Performance Indicators for CY 2009, from which Office Performance Measures (herewith attached as Annex A) were based: Priority Programs Key Performance Indicators Collection Performance Collection Performance (including big ticket items) * Collection growth Growth Rate of Collection from enforcement activities OPLAN KANDADO * No. of actual closures Electronic Filing and Payment System No. of cases validated (EFPS) filers without payments * Collections from confirmed EFPS Filers without payment Tax Campaign activities for taxpayers No. of tax campaign activities and accounting practitioners * Monitoring of Withholding Tax Enrollment and availment in Remittances of Top 20,000 corporations EFPS Service of Notices Taxpayer Account Management Program * No. of stop-filer cases closed Customer Satisfaction Survey (to be outsourced) Linkages with Local Government Units Submission of Master list of (LGUs) and National Government registered establishments by Agencies (NGAs) * LGUs Submission of BIR's Master list of registered taxpayers to LGUs Monitoring of previously issued Letter LN cases resolved Notices (LNs) from Tax Reconciliation System (TRS) * Monitoring of delinquent accounts * Accounts Receivable (AR) Collection Effort AR Collection Efficiency AR Processing Efficiency AR Report Compliance Monitoring of withholding tax liabilities of Collection and/or Resolution of LGUs/NGAs/Government Owned and Withholding tax cases Controlled Corporations (GOCCs) * Encoding of returns and registration data No. of returns encoded No. of registration data encoded No. of Revenue Collection Officers (RCO) collection data encoded The office performance measures shall be used as basis for the performance monitoring and evaluation of incumbent heads of LTS, RRs, RDOs and LTDOs for CY 2009. TAaHIE As such, the above performance measures shall be included in the Office Performance Contracts of LTS (Annex B), RRs (Annex C), RDOs (Annex D) and LTDOs (Annex E) which shall be duly signed, as follows: Office/Head (signatory) Approved by Noted by Large Taxpayers Service/ Commissioner of Internal Assistant Commissioner Revenue Revenue Region/Regional Deputy Commissioner, Commissioner of Director Operations Group Internal Revenue Revenue District Office/ Regional Director Deputy Revenue District Officer Commissioner, Operations Group LTDO/LT District Officer Assistant Commissioner, LTS Commissioner of Internal Revenue There shall be an interim performance rating covering the following periods for respective incumbents: a) For the period January to September 2009 for Regional Directors or Revenue District Officers who have occupied their present place of assignments since January 2009; and b) For the period April to September 2009 for ACIR-LTS, Regional Directors, Revenue District Officers or LT District Officers who have been assigned in their present place of assignment after January 2009. A supplemental RMO defining the detailed policies, guidelines and procedures on office performance monitoring and evaluation shall follow. This Order supersedes issuances or portions thereof inconsistent herewith. This Order shall take effect immediately. (SGD.) SIXTO S. ESQUIVIAS IV Commissioner of Internal Revenue