Prescribing the Guidelines on the Compliance on the Grant of the FY 2018 Performance-Based Bonus Requirements per Administrative Order No. 25 Inter-Agency Task Force Memorandum Circular (IATF-MC) No. 2018-1

October 18, 2018 REVENUE MEMORANDUM ORDER NO. 052-18 TO : All Revenue Officials Concerned SUBJECT : Prescribing the Guidelines on the Compliance on the Grant of the FY 2018 Perform ance-Based Bonus Requirements per Admini strative Order No. 25 Inter-Age ncy Task Force Memorandum Circular (IATF-MC) No. 2018-1 I. OBJECTIVES This Order is issued to: HTcADC 1. Prescribe the guidelines and procedures in the preparation and submission of Accomplishment Reports in compliance with the FY 2018 Performance-Based Bonus (PBB) requirements per Administrative Order (AO) No. 25 IATF MC No. 2018-1. 2. 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. 2018-1 dated May 28, 2018: 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) . CAIHTE 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, 2019. 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: aScITE Performance Indicators (PIs) Deadline of Submission to PPD Responsible Office(s) Physical Targets (Operations) a.) Streamlining and Process Improvement of Agency Services August 15, 2019 For Frontline Services (RRs/LTS/Offices under OG-CS/CSS/AS) : Client Support Service (CSS)-Public Information and Education Division (PIED) For Non-Frontline Services (RMG/ISG/LG/RDCs) : PMS-PPD b.) Citizen/Client Satisfaction August 15, 2019 CSS-Taxpayer Service Programs and Monitoring Division (TSPMD) Support to Operations (STO) Quality Management System (QMS) Certification a.) Post QMS Certification in Transparency Seal (TS) Page December 15, 2018 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 General Administration and Support Services (GASS) a.) Budget Utilization Rate (BUR) August 15, 2019 Finance Service (FS)-Budget Division (BD) and Accounting Division (AD) a.1 Obligation BUR a.2 Disbursements BUR b.) Sustained Compliance with Audit Findings December 15, 2018 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) On or before: FS-BD and AD PMS-PPD First Quarter (Q1) Q1 April 15, 2018 Second Quarter (Q2) Q2 July 15, 2018 Third Quarter (Q3) Q3 Oct. 15, 2018 Fourth Quarter (Q4) Q4 Jan. 15, 2019 - Quarterly Submission of Accomplishment Reports on the following Performance Indicators as input to BAR 1: Q1 April 12, 2018 Q2 July 12, 2018 Q3 Oct. 12, 2018 Q4 Jan. 12, 2019 Collection Performance CS-RAD Filing of RATE cases Enforcement and Advocacy Service (EAS) 5% increase in the number of active registered taxpayers CSS-TSPMD 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 Financial Reports April 30, 2018 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 with in the prescribed deadlines: DETACa Reports Deadline of Submission Responsible Office(s) Submitted to Validating Agency Sustained Compliance with Audit Findings On or before December 31, 2018 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) On or before: FS-BD and AD PMS-PPD CS-RAD CSS-TSPMD AS-APMD LTS-LTPMD EAS Support Office: FD, Collection Division (CD) COA and Department of Budget and Management (DBM), cc: PPD First Quarter (Q1) Q1 April 15, 2018 Second Quarter (Q2) Q2 July 15, 2018 Third Quarter (Q3) Q3 Oct. 15, 2018 Fourth Quarter (Q4) Q4 Jan. 15, 2019 COA Financial Reports On or before April 30, 2018 FS-AD CS-RAD Support Office: FD, CD COA, cc: PPD Procurement Documents FY 2018 Annual Procurement Plan (APP) non Common-Use Supplies and Equipment (Non-CSE) On or before January 31, 2018 HOPE, 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 2019 APP non-CSE On or before August 31, 2018 FY 2019 APP-CSE On or before August 31, 2018 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, 2019 National & Regional Office HOPE, BAC, TWG, BAC Sec & Project Proponents GPPB-TSO, cc: PPD Results of FY 2017 Agency Procurement Compliance and Performance Indicators (APCPI) System On or before August 31, 2018 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, 2018 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, 2018 HRDS-PD Civil Service Commission (CSC), cc: PPD FOI Compliance People's FOI Manual On or before Sept. 30, 2018 Legal Service (LS)-Law and Legislative Division (LLD) Presidential Communications Operations Office (PCOO) Agency Information Inventory 2017 FOI Summary Report On or before Sept. 30, 2018 2017 FOI Registry Report 2018 FOI Summary Report On or before January 31, 2019 PMS-PPD Support Office: NO All concerned ACIRs, designated FROs RO All RRs, all designated FROs 2018 FOI Registry Report Posting of Agency's System Ranking Delivery Units On or before October 1, 2018 PMS-PPD Development Academy of the Phils. (DAP) 7. To attain 100% compliance on Good Governance Conditions (GGCs) set by IATF under Section 5.0 of MC No. 2018-1, the following responsible Offices in the BIR shall prepare and post the following GGCs, for validation of the concerned Validating Agency: HEITAD Good Governance Condition (GGC) Posting Deadline Posting of Report at Responsible Office(s) 1. Maintain/Update the Agency Transparency Seal * Agency's mandate and functions, names of the officials with their position and designation and contact information On or before October 1, 2018 BIR Transparency Seal Page to be validated by DBM-Office of the Chief Information Officer (OCIO) PMS-PPD Major Projects and Programs, Beneficiaries and Status of Implementation for FY 2018 On or before October 1, 2018 PMS-PPD System of Agency Ranking of Delivery Units for FY 2018 PBB Annual Financial Reports On or before October 1, 2018 BIR Transparency Seal Page to be validated by DBM-OCIO FS-AD CS-RAD DBM Approved Budgets and Corresponding Targets for FY 2018 On or before October 1, 2018 BIR Transparency Seal Page to be validated by DBM-OCIO FS-BD Procurement Documents - FY 2018 APP Non-CSE On or before January 31, 2018 BIR Transparency Seal Page to be validated by DBM-OCIO National Office Admin. Service & Procurement Division Regional Office ARD & AHRMD - Indicative FY 2019 APP Non-CSE On or before August 31, 2018 - FY 2019 APP CSE On or before August 31, 2018 BIR Transparency Seal Page to be validated by DBM-OCIO National Office Admin. Service & Property Division Regional Office ARD & AHRMD QMS Certification to ISO 9001: 2015 On or before December 31, 2018 BIR Transparency Seal Page to be validated by GQMC CSS-TSPMD Agency Review and Compliance Procedure of Statements and Financial Disclosures of SALN On or before October 1, 2018 BIR Transparency Seal Page to be validated by CSC HRDS-PD The People's Freedom of Information Manual On or before Sept. 30, 2018 BIR Transparency Seal Page to be validated by Presidential Communications Operations Office (PCOO) Legal Service-Legal and Legislative Division 2. Post/Update the PhilGEPS Posting of all Invitations to Bids and awarded contracts (transactions above P1,000,000 and with December 31, 2018 as cut-off, including the Early Procurement of FY 2019 Non-CSE items) On or before January 31, 2019 PhilGEPs Administrative Service-Procurement Division/ OARD-AHRMD 3. Maintain/Update the Citizen's/Service Charter or its equivalent On or before August 1, 2018 Civil Service Commission (CSC) CSS-PIED - Certificate of Compliance (COC) pursuant to CSC MC No. 14, s. 2017 III. REPEALING CLAUSE This Order supersedes Revenue Memorandum Order Nos. 13-2017, 21-2017 and all other issuances or portions thereof inconsistent herewith are hereby repealed, amended or modified accordingly. aDSIHc IV. EFFECTIVITY This Order shall take effect immediately. (SGD.) CAESAR R. DULAY Commissioner of Internal Revenue Footnotes * 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).