BIR Work Planning and Accomplishment Reporting Process for CY 2001

January 25, 2001 REVENUE MEMORANDUM ORDER NO. 03-01 SUBJECT : BIR Work Planning and Accomplishment Reporting Process for CY 2001 TO : All Deputy Commissioners, Assistant Commissioners, Regional Directors, RDC Heads, Division Chiefs, Revenue District Officers and Others Concerned I. OBJECTIVES : This Order is issued to: 1. Prescribe and provide details of the BIR's Programs by indicating the Program Objective, the Priority Activities with corresponding Performance Indicators and Target for CY 2001, as well as the office(s) to implement and monitor each Priority Activity; 2. Prescribe the policies and procedures for the preparation and submission of the Year 2001 Work Plan of Activities for the implementation of the Programs of the Bureau and the corresponding Accomplishment Report. II. DEFINITION OF TERMS : In order to have a common understanding of the provisions of this Order, the following terminologies are hereby defined: 1. Program set of priority actions which give direction and priority on operational as well as staff work to be undertaken by the Revenue District Offices and National/Regional Office Divisions. This identifies the Priority Activities and the corresponding Performance Indicators and Targets which need to be undertaken and attained by the different offices in the BIR; ADEaHT 2. Program Objective the desired end result which is targeted to be achieved as a result of the implementation of a Program; 3. Priority Activity the priority activity to be undertaken by concerned offices to implement a Program which shall be the common framework for the reporting of performance/accomplishments of BIR offices; 4. Performance Indicator the uniform basis for reporting and evaluating the performance of particular offices for each applicable Priority Activity. This can be expressed in terms of quality (i.e. % accuracy, % level of satisfaction), quantity (i.e. no. of return, no. of taxpayers) and timeliness (i.e. submission of report), whichever is (are) applicable; and 5. Target the quantification of the Performance Indicator per Priority Activity. III. POLICIES : 1. For the Year 2001, thirteen (13) Programs are prescribed for implementation by the various offices of the BIR which are geared towards the attainment of the Bureau's performance goals (refer to matrix in Annex B for the list of Programs per Revenue Service). 2. The Priority Activities prescribed per Program and the corresponding Performance Indicators and Targets shall be the basis in the preparation of the Year 2001 Work Plan of Activities by BIR offices (refer to Annexes A1 to A13 for the details of each Program). 3. A Work Plan of Activities for Year 2001 shall be prepared and submitted by all BIR offices per applicable Program. This shall specify the monthly breakdown of the Annual Target (refer to Annex C for the format and sample of a Work Plan of Activities). 4. In order to monitor the performance of BIR offices, an Accomplishment Report shall be prepared and submitted monthly per Program applicable to an office. 5. In order to effectively supervise the performance of BIR offices, the Regional Directors, RDC Heads and Assistant Commissioners shall review and consolidate the Accomplishment Report submitted by their respective RDOs/Division Chiefs and shall give corresponding feedback thereon. 6. The Deputy Commissioners shall review the Accomplishment Report of their respective Assistant Commissioners and present the same during the Management Committee Meeting. DAETcC IV. PROCEDURES : Hereunder are the procedures to be followed in the preparation of workplans and accomplishment reports for Year 2001 Work Programs. A. Revenue District Officers and Division Chiefs 1. Prepare the Work Plan of Activities (using the format in Annex C) for all Programs prescribed for implementation by the RDO/Division and submit as follows: Submitted To Due Date Original Copy Respective Regional Director/ Not later than RDC Head/ACIR February 7, 2001 Duplicate Copy File Copy 2. Prepare on a monthly basis, the Accomplishment Report (using the format in Annex F) per applicable/assigned Program and submit as follows: Submitted To Due Date Original Copy Respective Regional Director/ Not later than the RDC Head/ACIR 4th day after end of each month Duplicate Copy File Copy B. Regional Directors and RDC Heads 1. Prepare a consolidated report per Program (using the format in Annex D), to reflect the Work Plan of Activities of the respective RDOs/Divisions and submit as follows: Submitted To Due Date Original Copy ACIR monitoring the Not later than (segregated per Program February 13, Program) 2001 Duplicate Copy File Copy 2. Prepare a consolidated report, per Program (using the format in Annex G) to reflect the monthly Accomplishment Report of the respective RDOs/Division Chiefs and submit as follows: Submitted To Due Date Original Copy ACIR monitoring the Not later than the (segregated per Program 7th day after end Program) of each month Duplicate Copy File Copy C. Assistant Commissioners 1. Prepare a consolidated report (using the format in Annex E) for the Program being monitored to reflect the Work Plan of Activities of the Regional Directors/RDC Heads and respective Division Chiefs and submit as follows: Submitted To Due Date Original Copy Respective DCIR Not later than February 19, 2001 Duplicate Copy File Copy 2. Integrate (using the format in Annex H) the Consolidated Accomplishment Report submitted monthly by the Regional Directors/RDC Heads and respective Division Chiefs and submit as follows: Submitted To Due Date Original Copy Respective DCIR Not later than 10th day after end of Duplicate Copy File Copy each month D. Deputy Commissioners 1. Review and approve the Consolidated Work Plan of Activities submitted by the Assistant Commissioners and submit as follows: Submitted To Due Date Original Copy Commissioner Not later than February 23, 2001 Duplicate Copy Chief, Planning Division - do- Triplicate Copy File Copy 2. Review the Consolidated Accomplishment Report submitted monthly by the Assistant Commissioners and submit, after signature as follows: Submitted To Due Date Original Copy Commissioner Not later than 12th day after end of each month Duplicate Copy Chief, Planning Division - do Triplicate Copy File Copy V. IMPLEMENTING GUIDELINES : In order to ensure the proper implementation of the prescribed Programs, the Assistant Commissioners shall prepare the necessary revenue issuance(s) to specify the documentation requirements of the Program(s) they will monitor, not later than end of February, 2001. VI. REPEALING CLAUSE : This Order supersedes Revenue Memorandum Order Nos. 84-99 and all other issuances or portions thereof inconsistent herewith. VII. EFFECTIVITY : This Order takes effect immediately. (SGD.) LILIAN B. HEFTI Deputy Commissioner Officer-In-Charge ANNEX A1 Enforcement Program ANNEX A2 Large Taxpayer Program ANNEX A3 Policy and Planning Program ANNEX A4 Collection Program ANNEX A5 Assessment Program ANNEX A6 Taxpayer Assistance Program ANNEX A7 Legal Program ANNEX A8 Inspection Program ANNEX A9 Information Planning and Quality Program ANNEX A10 Information Systems Development Program ANNEX A11 Information Systems Operations Program ANNEX A12 Financial and Administrative Program ANNEX A13 Human Resource Development Program ANNEX B BIR Programs ANNEX C Work Plan of Activities ANNEX D Consolidated Work Plan of Activities ANNEX E Consolidated Work Plan of Activities ANNEX F Accomplishment Report for _________ (Month), 2001 ANNEX G Consolidated Accomplishment Report for _________ (Month), 2001 ANNEX H Consolidated Accomplishment Report for _________ (Month), 2001