Policies, Guidelines and Procedures in the Preparation and Submission of Progress Report for the Programs and Activities in the BIR Strategic Plan 2019-2023

May 6, 2019 REVENUE MEMORANDUM ORDER NO. 026-19 SUBJECT : Policies, Guidelines and Procedures in the Preparation and Submission of Progress Report for the Programs and Activities in the BIR Strategic Plan 2019-2023 TO : All Revenue Officials and Employees I. OBJECTIVES This Order is issued to: 1. Provide the policies, guidelines, and procedures in the preparation and submission of Quarterly Progress Report (Ano na Ano na) relative to the implementation of programs and activities indicated in the BIR Strategic Plan 2019-2023 pursuant to Revenue Memorandum Order No. 21-2019. DHIcET 2. Monitor the programs/activities as planned and committed by responsible office/official. II. POLICIES The following are the policies: 1. The monitoring of the progress of the programs and activities shall be based on whether the activities per program are being done or not. 2. The responsible offices as provided in the BIR Strategic Plan 2019-2023 shall monitor the progress of the implementation of programs and activities. They shall submit a Quarterly Progress Report and Evaluation Report in accordance with the schedule prescribed herein. 3. A Summary Report shall be prepared and submitted to the Commissioner and Deputy Commissioners by the Planning and Management Service (PMS), through the Planning and Programming Division (PPD). HDICSa 4. The Summary of Report of Hindrances and Solutions shall serve as input in the conduct of the BIR Annual Planning Session. III. GUIDELINES AND PROCEDURES Hereunder are the guidelines and procedures: 1. The concerned Assistant Commissioners (ACIRs)/Regional Directors (RDs) shall prepare and submit the Quarterly Progress Report on programs and activities in the BIR Strategic Plan 2019-2023 for which they are responsible. 2. For each activity, the responsible ACIR/RD shall determine whether the activities were "DONE" or "NOT DONE." Also, they must indicate in the "REMARKS" column if such have contributed to the desired Outcome of the Program. HcDSaT 3. At the end of the 3rd quarter, an Evaluation Report shall be prepared by the ACIRs/RDs. This shall be an assessment of all the activities "NOT DONE" from the 1st quarter to 3rd quarter. 4. The Evaluation Report shall include the factors that hinders the implementation of such activities and the corresponding proposed solutions to the hindrances. 5. The Chief, Planning and Programming Division shall process all the submitted Reports to come up with a Summary Report to be submitted through the ACIR, PMS to the Commissioner and Deputy Commissioners. 6. The Progress Report, Evaluation Report, and Summary Report shall be prepared and submitted in accordance with the following schedules: IDaEHC Reports Submitted by Submitted to Deadlines 6.1 Quarterly Progress Report ACIRs ACIR, PMS Attention: Chief, PPD (Annex A) Regional Directors 1st Quarter April 10 2nd Quarter July 10 3rd Quarter October 10 4th Quarter January 10 6.2 Evaluation Report (January to September) (Annex B) ACIRs Regional Directors ACIR, PMS Attention: Chief, PPD October 15 6.3 Summary Report on: Chief, PPD thru ACIR, PMS Commissioner a.) Submitted Quarterly Progress Reports Deputy Commissioners 1st Quarter April 15 2nd Quarter July 15 3rd Quarter October 15 4th Quarter January 15 b.) Submitted Evaluation Reports (January to September) October 25 IV. REPEALING CLAUSE All existing revenue memorandum circulars, orders and other issuances inconsistent herewith are hereby repealed, modified or amended accordingly. V. EFFECTIVITY This Order takes effect immediately. All Revenue Officials and Employees are hereby directed to refer to this revenue issuance as their guide for a more competent public service. ASTcaE (SGD.) CAESAR R. DULAY Commissioner of Internal Revenue ANNEX A BIR Strategic Plan CY 2019-2023 Quarterly Progress Report (Ano na Ano na) _____ Quarter, 20___ Strategic Objectives * Programs * Activities * Status ** Remarks Done Not Done (If DONE is output already contributing to outcome?) If NOT DONE what was the hindrance to getting the output done?) Note: * Kindly refer to Annex A of RMO No. 21-2019 to which your office is responsible for. ** Please put check ( P ) if the activity is "Done" or "Not Done." I attest to the accuracy of the information contained herein. DTCSHA Submitted by: ______________________________________ Assistant Commissioner/Regional Director (Revenue Service/Revenue Region) ANNEX B Evaluation Report ACTIVITIES ("NOT DONE") HINDRANCE/S SOLUTION/S TIMELINE FOR THE SOLUTION/S (Those determined in the "Status" column as not done in Annex A) (Those listed in the "Remarks" column of Annex A) I attest to the accuracy of the information contained herein. cDSAEI Submitted by: ______________________________________ Assistant Commissioner/Regional Director (Revenue Service/Revenue Region)