Prescribing the Guidelines on the Reporting Compliance for the Grant of the FY 2019 Performance-Based Bonus per Administrative Order No. 25 Inter-Agency Task Force Memorandum Circular (IATF-MC) No. 2019-1

September 16, 2019 REVENUE MEMORANDUM ORDER NO. 049-19 TO : All Revenue Officials Concerned SUBJECT : Prescribing the Guidelines on the Reporting Compliance for the Grant of the FY 2019 Performance-Based Bonus per Administrative Order No. 25 Inter-Agency Task Force Memorandum Circular (IATF-MC) No. 2019-1 I. OBJECTIVES This Order is issued to: 1. Prescribe the guidelines and procedures in the preparation and submission of Accomplishment Reports in compliance with the FY 2019 Performance-Based Bonus (PBB) requirements per Administrative Order (AO) No. 25 IATF MC No. 2019-1; 2. Prescribe the deadline dates in the submission of the PBB reportorial requirements; and 3. Ensure timely preparation and submission of the PBB requirements by the concerned Offices. II. GUIDELINES AND PROCEDURES 1. The Planning and Management Service (PMS), through the Planning and Programming Division (PPD), shall prepare the following matrices using the Forms prescribed in the AO 25 IATF MC No. 2019-1 dated September 3, 2019: 1.1 Modified Form A Department/Agency Performance Report (Annex 3A) 1.2 Modified Form A1 Details of Bureau/Office Performance Report (Annex 3B) 2. The PPD and Personnel Division shall prepare Form 1.0 Report on Ranking of Offices/Delivery Units and the PBB Evaluation Matrix (Annex 7) . 3. The Client Support Service (CSS) and Taxpayer Service Programs and Monitoring Division (TSPMD) shall prepare the Citizen/Client Satisfaction Report. (Annex 4) 4. Modified Forms A and A1, Form 1.0 and Citizen/Client Satisfaction Report shall be submitted (two hard copies and e-copy) to the AO 25 Secretariat. The AO 25 Secretariat shall then endorse the submitted Forms to the oversight/validating agencies for review/evaluation on or before August 31, 2020. 5. The concerned responsible offices shall prepare and submit annual accomplishment report to PMS, through PPD on or before the prescribed deadlines , relative to the following performance indicators: Performance Indicators (PIs) Deadline of Submission to PPD Responsible Office(s) Physical Targets (Operations) a.) Streamlining and Process Improvement of Agency Services August 15, 2020 For Frontline Services declared in the BIR's Citizen's/Service Charter (RRs/LTS/Operations Group CS/CSS/AS/Legal Group Legal Service): Client Support Service (CSS) Taxpayer Service Programs and Monitoring Division (TSPMD) For Non Frontline Services (RMG/ISG/RDCs/LG IAS/EAS): PMS-PPD b.) Citizen/Client Satisfaction August 15, 2020 CSS-TSPMD Support to Operations (STO) Quality Management System (QMS) Certification a.) Post QMS Certification in Transparency Seal (TS) Page December 15, 2019 CSS-TSPMD b.) Submission of the certified true copy of QMS certificate to Government Quality Management Committee (GQMC) through DBM Secretariat Systems and Productivity Improvement Bureau (DBM-SPIB) General Administration and Support Services (GASS) a.) Budget Utilization Rate (BUR) a.1 Obligation BUR a.2 Disbursements BUR August 15, 2020 Finance Service (FS) Budget Division (BD) and Accounting Division (AD) b.) Sustained Compliance with Audit Findings December 15, 2019 FS-AD Collection Service (CS) Revenue Accounting Division (RAD) Support Office: Office of the Regional Director (ORD), Finance Division (FD) c.) Quarterly Submission of Budget and Financial Accountability Reports (BFARs) online through the Unified Reporting System (URS) First Quarter (Q1) Second Quarter (Q2) Third Quarter (Q3) Fourth Quarter (Q4) On or before: Q1-April 15, 2019 Q2-July 15, 2019 Q3-Oct. 15, 2019 Q4-Jan. 15, 2020 FS-BD and AD PMS-PPD > Quarterly Submission of Accomplishment Reports on the following Performance Indicators as input to BAR 1: Q1-April 12, 2019 Q2-July 12, 2019 Q3-Oct. 12, 2019 Q4-Jan. 12, 2020 FS-BD PMS-PPD o Collection Performance CS-RAD o Filing of RATE cases Enforcement and Advocacy Service (EAS) o 5% increase in the number of active registered taxpayers CSS-TSPMD o Audit Effort Assessment Service (AS) Assessment Performance and Monitoring Division (APMD) * * LT Performance Monitoring Programs Division (LTPMPD) to provide data to APMD on Audit Effort d.) Commission on Audit (COA) Financial Reports April 30, 2019 FS-AD CS-RAD 6. For performance indicators under GASS and other cross-cutting requirements, the following reports are required to be submitted by the concerned responsible offices to the Validating Agency within the prescribed deadlines: CAIHTE Reports Deadline of Submission Responsible Office(s) Validating Agency Sustained Compliance with Audit Findings On or before December 31, 2019 FS-AD CS-RAD Support Office: ORD, FD, Concerned Offices with audit findings Commission on Audit (COA), copy furnished (cc): PPD Submission of Budget and Financial Accountability Reports (BFARs) online through the Unified Reporting System (URS) First Quarter (Q1) Second Quarter (Q2) Third Quarter (Q3) Fourth Quarter (Q4) On or before: Q1-April 15, 2019 Q2-July 15, 2019 Q3-Oct. 15, 2019 Q4-Jan. 15, 2020 FS-BD and AD PMS-PPD CS-RAD CSS-TSPMD AS-APMD LTS-LTPMPD EAS Support Office: FD, Collection Division (CD) COA and Department of Budget and Management (DBM), cc. PPD COA Financial Reports On or before April 30, 2019 FS-AD CS-RAD Support Office: FD, CD COA, cc: PPD Procurement Documents FY 2019 Annual Procurement Plan (APP) non Common-Use Supplies and Equipment (Non CSE) On or before March 31, 2019 Head of Procuring Entity (HOPE), Bids and Awards Committee (BAC), BAC Sec Support Office: National Office RMG, Finance Service, Budget Div. Administrative Service & Procurement Division Regional Office Asst Regional Dir, Finance Division & AHRMD Government Procurement Policy Board-Technical Support Office (GPPB-TSO), cc: PPD Indicative FY 2020 APP-non CSE On or before September 30, 2019 FY 2020 APP-CSE On or before October 31, 2019 National Office HOPE, Admin. Service & Property Division Regional Office HOPE, Asst. Regional Dir & AHRMD DBM Procurement Service (PS), cc: PPD Undertaking of Early Procurement for at least 50% of goods and services On or before January 31, 2020 National & Regional Office HOPE, BAC, TWG, BAC Sec & Project Proponents GPPB-TSO, cc: PPD Results of FY 2018 Agency Procurement Compliance and Performance Indicators (APCPI) System On or before March 31, 2019 HOPE, BAC & BAC Sec Support Office: National Office Administrative Service, Procurement Division, Budget Div. and Acctg. Div. Regional Office Office of ARD, Finance Div. & AHRMD GPPB-TSO, cc: PPD Other Cross Cutting Requirements Submission of SALN of employees On or before April 30, 2019 Human Resource Dev't. Service (HRDS)-Personnel Division (PD) Support Office: AHRMD Office of the President, Ombudsman, CSC Agency Review and Compliance Procedure of Statement and Financial Disclosures On or before October 1, 2019 HRDS-PD Civil Service Commission (CSC), cc: PPD FOI Compliance People's FOI Manual On or before November 30, 2019 Legal Service (LS) Legal and Legislative Division (LLD) Presidential Communications Operations Office (PCOO) Agency Information Inventory On or before January 31, 2020 PMS-PPD Support Office: NO All concerned ACIRs, designated FROs RO All RRs, all designated FROs 2019 FOI Summary Report 2019 FOI Registry Screenshot of agency's home page Posting of Agency's System Ranking Delivery Units On or before October 1, 2019 PMS-PPD Development Academy of the Phils. (DAP) 7. To attain 100% compliance on Good Governance Conditions (GGCs) set by IATF under Section 4.0 of MC No. 2019-1, the following responsible Offices in the BIR shall prepare and post the following GGCs, for validation of the concerned Validating Agency: Good Governance Condition Posting Deadline Responsible Office(s) Report to be Posted at 1. Maintain/Update the Agency Transparency Seal * I. Agency's mandate and functions, names of the officials with their position and designation and contact information On or before October 1, 2019 PMS-PPD BIR Transparency Seal Page for validation by DBM-Office of the Chief Information Officer (OCIO) II. Annual Financial Reports FS-AD CS-RAD III. DBM Approved Budgets and Corresponding Targets for FY 2019 FS-BD *The Internal Communications Division, under the supervision of Client Support Service, shall coordinate with the Systems Development Division any required revision in the content under the BIR Transparency Seal based on the specifications/request to be given by the designated Responsible Office (Content Manager/Owner of Content). Good Governance Condition Posting Deadline Responsible Office(s) Posting of Report at IV. Projects, Programs, and Activities, Beneficiaries and Status of Implementation for FY 2019 On or before October 1, 2019 PMS-PPD BIR Transparency Seal Page for validation by DBM-OCIO V. FY 2019 Annual Procurement Plan o FY 2019 APP Non-CSE On or before March 31, 2019 National Office Admin. Service & Procurement Division Regional Office ARD & AHRMD BIR Transparency Seal Page for validation by GPPB-TSO o Indicative FY 2020 APP Non-CSE On or before September 30, 2019 o FY 2020 APP CSE On or before October 31, 2019 National Office Admin. Service & Property Division Regional Office ARD & AHRMD BIR Transparency Seal Page for validation by DBM-PS VI. QMS Certification of at least one core process by an international certifying body (ICB) On or before December 31, 2019 CSS-TSPMD BIR Transparency Seal Page for validation by GQMC VII.System of Ranking of Delivery Units for FY 2019 PBB On or before October 1, 2019 PMS-PPD BIR Transparency Seal Page for validation by DAP VIII.The Agency Review and Compliance Procedure of Statements and Financial Disclosures On or before October 1, 2019 HRDS-PD BIR Transparency Seal Page for validation by CSC IX. The Final People's Freedom of Information Manual signed by head of agency o Agency Information Inventory o 2019 FOI Registry o 2019 FOI Summary On or before November 30, 2019 Legal Service Legal and Legislative Division BIR Transparency Seal Page for validation by Presidential Communications Operations Office (PCOO) On or before January 31, 2020 PMS-PPD 2. Update the PhilGEPS Posting of all Invitations to Bids and awarded contracts (transactions above P1,000,000 and with December 31, 2019 as cut-off, including the Early Procurement of FY 2020 Non-CSE items) On or before January 31, 2020 Administrative Service-Procurement Division/ OARD-AHRMD PhilGEPs 3. Maintain/Update the Citizen's/Service Charter or its equivalent o Certificate of Compliance (CoC) pursuant to CSC MC No. 14, s. 2017 On or before December 31, 2019 CSS-PIED BIR Website for validation by Anti-Red Tape Authority III. REPEALING CLAUSE This Order supersedes Revenue Memorandum Order No. 52-2018 and all other issuances or portions thereof inconsistent herewith are hereby repealed, amended or modified accordingly. DETACa IV. EFFECTIVITY This Order shall take effect immediately. (SGD.) CAESAR R. DULAY Commissioner of Internal Revenue