Guidelines in the Preparation and Issuance of Travel Assignment Orders

November 27, 1975 REVENUE MEMORANDUM ORDER NO. 04-76 SUBJECT : Guidelines in the Preparation and Issuance of Travel Assignment Orders TO : Revenue Service Chiefs and Revenue Regional Directors In order to insure uniformity in the preparation and issuance of Travel Assignment Orders and facilitate the transfer of employees to the units where their services are needed or where their items belong, the following guidelines are hereby promulgated for the guidance of all concerned. I. Kinds of Travel Assignment Orders A. National 1. Transfers within services and divisions in Central Office. 2. Transfers from the Central Office to Regional Offices and vice-versa. 3. Transfers from one regional office to another. B. Regional 1. Transfers of personnel from one branch to another. 2. Transfers from branches to revenue district offices and vice-versa. 3. Transfers from one revenue district office to another. II. Who will sign the Travel Assignment Orders A. All travel assignment orders prepared in the Central Office shall be signed by the Commissioner. B. Those prepared in Regional offices shall be signed by the Regional Director. They shall be approved by the Commissioner except: 1. Transfers of Collection Agents, Cash Clerks and Clerks within the Revenue District Office. 2. Temporary transfer or detail of a collection agent or cash clerk to a municipality or city due to the absence or illness of the incumbent. III. Priorities A. For purposes of P.D. No. 640 and the Reorganization all employees should be covered by Travel Assignment Orders whether the employee concerned transferred or not. B. Supportive Positions all positions involving administrative work such as clerks, stenographers and other administrative positions shall be assigned in accordance with the distribution of items in the Plantilla of P.D. No. 640. C. Collection Items 1. Revenue Collection Agents and Cash Clerks They should be assigned to the district or provincial level and no transfers should be made from one province to another and that the assignment should adhere as closely as possible to the residence of the Collection Agent or Cash Clerk. 2. Seizure Agents should be assigned in accordance with their items in the Plantilla. D. Assessment Items 1. Revenue Examiners and Inspectors should be assigned on the basis of the needs and requirements of the different units. aisa dc 2. The number of examiners and inspectors assigned in a District, Assessment Branch, Specific Tax Branch and such other Units which have items of Examiners or Inspectors, shall adhere as closely as possible to the number of examiners or inspectors shown in the Plantilla but not necessarily in accordance with the item number. In case of any deviation from the above requirement, such deviation must be justified. IV. Preparation of Travel Assignment Orders A. All Travel Assignment Orders for P.D. No. 640 (Original Assignment) shall be prepared in the Central Office. B. Travel Assignment Orders involving transfers within the region but in accordance with the P.D. No. 640 Plantilla may be prepared, numbered and signed by the Regional Director. C. The said regional travel assignment order shall then be forwarded to the Central Office and routed to the Service concerned for review and appropriate recommendation before forwarding to the Commissioner for his approval. D. Upon approval, the original shall be forwarded to the regional office concerned. Copies of the said order should be forwarded to the Records Division for records file and to the Personnel Division for notation in the records so that the location or assignments of the employees can be controlled. E. Travel Assignment Orders prepared in the Central Office after signature of the Commissioner shall be processed as follows: 1. To be numbered and controlled in the Office of the Assistant Commissioner which shall keep the file copy. 2. Original shall be filed in the Records Division. 3. A copy shall be furnished the Personnel Division as its basis for service. V. Special Orders Special Orders should not be used to effect the transfer of personnel. It shall only be used for temporary transfers not to exceed thirty days, special assignments for employee for a limited duration, creation of committees or groups and such other matters involving assignment or transfer of personnel of a limited duration. The provisions of this Revenue Memorandum Order are effective immediately and all those concerned are enjoined to follow strictly the provisions thereof. EFREN I. PLANA Acting Commissioner of Internal Revenue TAN 1456-040-3