Amending Certain Provisions of Revenue Memorandum Order No. 11-2011

June 10, 2011 REVENUE MEMORANDUM ORDER NO. 027-11 SUBJECT : Amending Certain Provisions of Revenue Memorandum Order No. 11-2011 Relative to the Reportorial Requirements of the Human Resource Development Service (HRDS) TO : All Internal Revenue Officials and Employees Concerned I. Objective This Order is being issued to amend certain provisions of RMO No. 11-2011, Subject: Reportorial Requirements of the Human Resource Development Service (HRDS), including Annex A to clarify the distribution of reports submitted by the National and Regional Offices. HTSIEa II. Amendatory Provisions Section II (1) of RMO No. 11-2011 is hereby amended to read as follows: "II. POLICIES AND GUIDELINES 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. Regional reports that need to be coursed through their respective Regional HRMUs shall require additional copies to serve as file copies " III. Repealing Clause This Order supersedes all revenue issuances and/or portions thereof that are inconsistent herewith. IV. Effectivity This Order shall take effect immediately. (SGD.) KIM S. JACINTO-HENARES Commissioner of Internal Revenue ANNEX A INVENTORY OF REPORTS REQUIRED BY HUMAN RESOURCE DEVELOPMENT SERVICE (HRDS) Name of Report/s Reference Issuance Frequency/Deadline of Distribution Manner of Submission Submission (Hard copy, thru e-mail or both) 1. Current Personnel Memorandum dated Frequency monthly Original Personnel Hard and Strength (CPS) January 12, 2005 Division; soft copies of OIC-DCIR For offices under NO Duplicate Office Norma Lipana On or before concerned the 10th day of the (Offices under the succeeding month; Regional Offices For offices under shall forward the Regional their reports to their (Office On or respective HRMUs before the 15th day of who shall submit the the succeeding month same to the Personnel Division) 2. Summary Report RMO 28-2008 Frequency monthly Original Personnel of Attendance (SRA) For offices under NO Division; Hard copy On or before Duplicate Office the 10th day of the concerned succeeding month; (Offices under the Regional Offices shall For offices under the forward their reports to Regional their respective HRMUs Office On or before who shall submit the the 15th day of the same to the Personnel succeeding month Division) 3. Supplemental RMO 28-2008 Frequency monthly Original Personnel Hard copy Summary Report Two (2) weeks after Division; on Attendance submission of SRA Duplicate Office concerned (Offices under the Regional Offices shall forward their reports to their respective HRMUs who shall submit the same to the Personnel Division) 4. Certified List of RA 6713 and CSC Frequency annually Original Personnel Hard copy Employees who Res. No. 06-0231 On or before the 30th Division; have submitted/not day of April Duplicate submitted their Ombudsman/CSC; Statement of Assets, Triplicate Liabilities & Employee/ Networth (SALN) Office concerned with Accomplished SALN forms 5. Submission of CSC Resolution # Frequency monthly 1st and 3rd copy Hard copy Regional Report 973681 dated Every 15th day of the CSC; on Appointments Aug. 28, 1997 succeeding month 2nd copy issued (RAI) with Personnel Division attachments* Duplicate HRMU (a) For new recruits: For the attachments: Hard copy 201 file which includes Original copy photocopy of Personnel Division; appointment, report 2nd copy for duty, oath of office, Accounting Division SALN and Personal Data Sheet (PDS); (b) For promo: photocopy of appointment, report for duty and PDS. 6. Monthly Regional Memorandum dated Frequency monthly Original Personnel Hard copy Recruitment Status Feb. 1, 2010 On or before the Division; Report * This report by the Chief, 15th day of the Duplicate HRMU includes the ff: List of Personnel Division; succeeding month Qualified/Not Qualified Memorandum dated Applicants, List of Aug. 28, 2007 Interviewed Applicants, of the Chief, Personnel List of Hired Applicants, Division List of Applicants not Selected by the Board, List of Applicants who withdrew their application 7. Promotable List RMO 10-1996 Frequency semestral Original Personnel Hard copy On or before the 15th Division; day of the month Duplicate-Service/ following the HRMU semester 8. Summary of RMO 29-2004 Subject: Frequency semestral Original Personnel Hard and soft Performance Ratings Performance On or before the 31st Division; Duplicate copies; Soft in Alphabetical and Management day of the month Service/HRMU; copies for the Force-Ranked List/ System; Memorandum following the semester Triplicate Employee/ National Office are Performance dated January 3, 2011 Office concerned submitted thru Management Forms of the ACIR, HRDS pems_personnel@ (PMFs)/ HRIS PM DLWBs bir.gov.ph while (The Report on the offices under the Summary of Performance Regional Offices Ratings for the 2nd submit through their Semester should still respective HRMUs include 1st Semester Ratings for PIB grant purposes) 9. Regional Exit Survey RMO 29-2006 Frequency monthly On Original Hard copy Tally Sheets * or before the 15th day Personnel Division; Report on the result of the succeeding Duplicate HRMU of Exit questionnaire/ month; survey as a feedback mechanism 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. Regional List of RMO 28-2008 Frequency annually Original Personnel Hard copy Employees who On or before the Division; availed of 15th day of January Duplicate HRMU Monetization of of the following year leave credits for the year/Employees who filed Disapproved Forced Leave * 11. Monthly Regional RMO 28-2008 Frequency monthly Original Personnel Hard copy Report of Separation On or before the 15th Division; of Employees * day of the following Duplicate HRMU month 12. List of Employees Memorandum dated Frequency-annually Original Personnel Hard and soft in the Regions June 8, 2009 of ACIR On or before the 15th Division; copies; Soft entitled to Rogers, HRDS day of January of Duplicate HRMU copies are submitted Longevity/Loyalty the current year thru for the Year * pems_personnel@ bir.gov.ph 13. Regional Compliance Memorandum dated Frequency monthly Original Personnel format see Annex Report on RTAOs/ Nov. 10, 2008 of On the 5th day of the Division; B Hard Copy RRTAOs issued * DCIR Celia King, following Duplicate HRMU Subj: Submission of month a) Did not comply Various HR Reports; with issued RTAO/ Memorandum dated RRTAO Nov. 9, 2010 of DCIR Celia King, b) Requirements for Subj: Submission of those who complied the Requirements with issued RTAO/ for Compliance with RRTAO RTAOs issued - Acknowledgement Receipt - Report for Duty - NOC/ROC/DOC 14. Training Memorandum dated 5th day after every Original Training Hard copy Accomplishment Report January 30, 2006 training conduct Delivery Division report of trainings of ACIR Leonor V. Duplicate HRMU conducted by Rogers, HRDS Regional Office 15. Revenue Region RMO-6-2009 Frequency annually Original Philippine Hard copy Gender and Every 15th day of Commission on Development (GAD) March of each Women PCW Annual Plan and Budget year (formerly NCRFW) Duplicate concerned office cc Medical, Dental and Welfare Division (MDWD), RR Finance Division, RR COA Field office 16. Revenue Region RMO 6-2009 Frequency annually Original PCW Hard copy GAD Accomplishment Every 15th day of May (formerly NCRFW); Report of each year Duplicate concerned office; cc MDWD