Integrated Communications Plan for the BIR's Campaign for CRM/POS Accreditation and Electronic Sales Reporting System

March 28, 2005 REVENUE MEMORANDUM ORDER NO. 08-05 SUBJECT : Integrated Communications Plan for the BIR's Campaign for CRM/POS Accreditation and Electronic Sales Reporting System TO : All Revenue Officials and Employees and Others Concerned I. OBJECTIVE This Order is issued to prescribe the implementation of the Internal and External Communications Plan for the BIR's Campaign for CRM/POS Accreditation and Electronic Sales Reporting System. II. POLICIES So that the Bureau will speak in one voice in delivering messages and information to its various internal and external stakeholders regarding the provisions of RR No. 11-2004 (CRM/POS accreditation and registration) and RR No. 5-2005 (Electronic Sales Reporting System), the attached Internal and External Communications Plan shall be used and implemented by all specified BIR offices involved in communication. The Assistant Commissioners and Regional Directors of specified BIR offices are expected to closely monitor the progress of the implementation of the Communications Plan by their respective offices. For this purpose, accomplishments of the communication activities specified in the Communications Plan shall be reported in the monthly Accomplishment Report of BIR offices. DHcTaE III. EFFECTIVITY This Order takes effect immediately. (SGD.) GUILLERMO L. PARAYNO, JR. Commissioner of Internal Revenue CAMPAIGN FOR CRM/POS ACCREDITATION (RR No. 11-2004) AND ELECTRONIC SALES REPORTING SYSTEM (RR No: 5-2005) 2005 INTERNAL COMMUNICATIONS PLAN OBJECTIVE: To inform and educate revenue officials and employees regarding the provisions of Revenue Regulations Nos. 11-2004 (CRM/POS Accreditation) and 5-2005 (eSales) to support the successful implementation of the said regulations by all concerned BIR offices. STAKEHOLDER KEY MESSAGE/INFORMATION COMMUNICATION OFFICE RESPONSIBLE TIMELINE CHANNEL FRONT LINERS: KEY MESSAGES: Print Officials and personnel BIR has issued RR No. 11-2004 to Copy of RRs, RMOs, Identified office/Gen. Jan.-March of RDOs, LTDOs, make the registration process for RMCs containing FAQs, Services Div. (distribution) LTAD I and II, TIED, the use of CRM/POS machines memoranda BIR Contact Center and easier on the part of taxpayers and Announcements Taxpayers Assistance Svc. Feb.-March RDCs (Help Desk), at the same time improve the Flyers TIED March BIR Girls Bureau's monitoring and control of Presentation Materials TSPMD Feb.-March the issuance of official receipts and sales invoices by business Electronic Media establishments. E-mail Corp. Comms. Div. (CCD) As needed By automating the monthly - BIR Monitor CCD Monthly reporting of business - News releases TIED/CCD Weekly establishments' gross sales - Digest of rev. issuances CCD Monthly (through eSales), the BIR will be - all information materials able to improve its ability to detect in print income underdeclarations by BIR Website/Portal Concerned Owner of As needed business establishments, which will - all information materials Information lead to the pursuit of more tax in print and e-mail, except cases thereby increasing the internal memos Bureau's tax collections. - list of accredited suppliers The successful implementation of and machine models/type RR Nos. 11-2004 and 5-2005 rests of CRM/POS machines to a large extent on the quality of - list of taxpayers with support that will be provided by the registered CRM/POS frontliners to concerned taxpayers. machines Thus, it is important that they know - list of non-compliant fully the provisions of the two RRs taxpayers and its other related revenue - database on eSales report issuances. Inter-Personal Briefings, together with Quality Assurance Div. March KEY INFORMATION: distribution of information (QAD} and Training Del. Objectives, benefits and salient materials Div./HRMUs features of RR Nos. 11-2004 and 5- Staff Meeting Respective head of office March 2005 Policies and procedures relative to RR Nos. 11-2004 and 5-2005 Roles and responsibilities of BIR offices/personnel, together with KPIs, to implement RR Nos. 11- 2004 and 5-2005 Reportorial requirements Results of implementation of RR Nos. 11-2004 and 5-2005 (i.e. amount of discrepancies detected, no. of LNs generated and served, amount assessed and collected from LNs, etc.) Other revenue officials KEY MESSAGES Print and personnel BIR has issued RR No. 11-2004 to Copy of RRs, RMOs, Identified office/Gen Jan.-March make the registration process for RMCs containing FAQs. Services Div. (distribution) the use of CRM/POS machines memoranda easier on the part of taxpayers and Announcements Taxpayers Assistance Svc. Feb.-March at the same time improve the Flyers TIED March Bureau's monitoring and control of Presentation Materials TSPMD Feb.-March the issuance of official receipts and sales invoices by business Electronic Media establishments. E-mail Corp. Comms. Div. (CCD) As needed By automating the monthly - BIR Monitor CCD Monthly reporting of business - News releases TIED/CCD Weekly establishments' gross sales - Digest of rev. issuances CCD Monthly (through eSales), the BIR will be - all information materials able to improve its ability to detect in print income underdeclarations by business BIR Website/Portal Concerned Owner of As needed establishments, which will lead to the - all information materials Information pursuit of more tax cases thereby in print and e-mail, except increasing the Bureau's tax. internal memos collections. Inter-Personal KEY INFORMATION: Staff Meeting Respective head of office March Objectives, benefits and salient features of RR Nos. 11-2004 and 5- 2005 Policies and procedures relative to RR Nos. 11-2004 and 5-2005 Results of implementation of RR Nos. 11-2004 and 5-2005 (i.e. amount of discrepancies detected, no. of LNs generated and served, amount assessed and collected from LNs, etc.). CAMPAIGN FOR CRM/POS ACCREDITATION (RR No. 11-2004) AND ELECTRONIC SALES REPORTING SYSTEM (RR No. 5-2005) 2005 EXTERNAL COMMUNICATIONS PLAN OBJECTIVES: 1. To inform and educate the suppliers/distributors/dealers/vendors of CRM/POS machines of their obligations and responsibilities under RR No. 11-2004. 2. To inform and educate business taxpayers who are using CRM/POS machines regarding the requirements and mechanics of eSales. 3. To encourage taxpayers' full compliance with the provisions and requirements of RR Nos. 11-2004 and 5-2005. 4. To get the support of media and cause-oriented groups in disseminating information about the Bureaus reform initiatives embodied in RR Nos. 11-2004 and 5-2005. STAKEHOLDER KEY MESSAGE/INFORMATION COMMUNICATION OFFICE RESPONSIBLE TIMELINE CHANNEL Suppliers/distributors/ KEY MESSAGES: Print dealers/vendors of Only CRM/POS machines/systems Copy of RRs, RMOs, Identified office/Gen. Jan.-March CRM/POS machines accredited by the BIR are eligible RMCs containing FAQs, Services Div. (distribution) for use by business taxpayers. memoranda Once CRM/POS machine/system Newspaper ads/releases Taxpayers Assistance Feb.-March is accredited by the BIR, the same Svc./TIED will be included in the list which Flyers TIED- March will be posted in the BIR Presentation Materials TSPMD Feb.-March website/portal. This means free Poster TAS/TIED March advertisement of the product to prospective clients. Electronic Media E-mail KEY INFORMATION: - Letters TSPMD Feb.-March Objectives, benefits and salient - Pertinent information TSMPD As needed features of RR No. 11-2004 materials in print Policies and procedures relative to BIR Website/Portal Corp. Comms. Div. (CCD) As needed RR No. 11-2004 - BIR Monitor CCD Monthly Obligations and responsibilities of - News releases TIED/CCD Weekly suppliers/distributors/dealers/vendors - Digest of rev. issuances CCD Monthly of CRM/POS machines - all other information Reportorial requirements materials in print, Sanctions for non-compliance Tri-Media TV/radio guestings TIED-TAS, BIR Girls Mar.-April Radio and TV news TIED-TAS Mar.-April releases/feeds for commentators Radio and TV (public TIED-TAS Mar.-April service) announcements Inter-Personal Project Kickoff TAS/ISG February Accreditation and Trade TAS/ISG/NMAB/ March Fair Briefings, together with TSPMD-TAS and March distribution of ROs/RDOs information materials Responding to inquiries BIR frontline offices in the Daily raised face-to-face and NO/ROs/RDOs and BIR via telephone, voice mail Contact Center and e-mail Business Taxpayers KEY MESSAGES: Print using CRM/POS BIR has issued RR No. 11-2004 to Copy of RRs, RMOs, Identified office/Gen. Jan.-March machines make the registration process for RMCs containing FAQs, Services Div. (distribution) the use of CRM/POS machines memoranda simpler and easier on the part of Newspaper ads/releases Taxpayers Assistance Feb.-March business taxpayers. Svc./TIED All businesses with CRM/POS Flyers TIED March systems are mandated by RR No. Presentation Materials TSPMD Feb.-March 5-2005 to report their monthly Poster TAS/TIED March gross sales through SMS, e-mail Decal TAS/LTS March and BIR website/portal starting Electronic Media March 10, 2005. E-mail The assignment of a unique - Letters LTAD I & II/LTDOs/RDOs Feb.-March Machine Identification Number - Pertinent information LTAD I & II/LTDOs/RDOs As needed (MIN) per CRM/POS machine materials in print registered with the BIR will enable BIR Website/Portal Corp. Comms. Div. (CCD) As needed the Bureau to closely monitor the - BIR Monitor CCD Monthly sales/income declaration of - News releases TIED/CCD Weekly business establishments through - Digest of rev. issuances CCD Monthly the Electronic Sales Reporting - all other information System. As a result, income under materials in print, declarations can now be easily except internal memos detected by BIR. Tri-Media KEY INFORMATION: TV/radio guestings TIED-TAS, BIR Girls Mar.-April Objectives, benefits and salient Radio and TV news TIED-TAS Mar.-April features of RR Nos. 11-2004 and releases/feeds for 5-2005 commentators Policies and procedures relative to Radio and TV (public TIED-TAS Mar.-April RR Nos. 11-2004 and 5-2005 service) announcements Procedures in registering CRM/POS machines Inter-Personal Mechanics for the enrollment and Accreditation and Trade TAS/ISG/NMAB/RMAB March monthly reporting of gross sales Fair Reportorial requirements Briefings, together with TSPMD, RAU-QAD and March Sanctions for non-compliance distribution of ROs/RDOs information materials Responding to inquiries BIR frontline offices in the Daily raised face-to-face and NO/ROs/RDOs and BIR via telephone, voice mail Contact Center and e-mail Media and Cause- KEY MESSAGES: Print Oriented Groups (i.e. Copy of RRs, RMOs, Identified office/Gen. Jan.-March Boy Scout of the The Bureau needs the support and RMCs containing FAQs Services Div. (distribution) Philippines, cooperation of media and cause- memoranda Association of oriented groups in disseminating Newspaper ads/releases Taxpayers Assistance Feb.-March CRM/POS Machine information regarding the Svc./TIED Suppliers, etc.) provisions and requirements of RR Nos. 11-2004 and 5-2005 Flyers TIED March BIR has issued RR No. 11-2004 to Presentation Materials TSPMD Feb.-March make the registration process for Poster TAS/TIED March the use of CRM/POS machines Decal TAS March simpler and easier on the part of Electronic Media business taxpayers. E-mail BIR has provided business - Letters TAS/TIED Feb.-March taxpayers 3 convenient and secure - Pertinent information TAS/TIED As needed channels (SMS, e-mail and materials in print internet) by which they can report BIR Website/Portal Corp. Comms. Div. (CCD) As needed their monthly sales to the BIR. - BIR Monitor CCD Monthly The assignment of a unique - News releases TIED/CCD Weekly Machine Identification Number - Digest of rev. issuances CCD Monthly (MIN) per CRM/POS machine - all other information registered with the BIR will enable materials in print, the Bureau to closely monitor the except internal memos sales/income declaration of business establishments through Tri-Media the Electronic Sales Reporting TV/radio guestings TIED-TAS, BIR Girls March to April System. As a result, income Radio and TV news TIED-TAS March to April underdeclaration can now be releases/feeds for easily detected by BIR. commentators Radio and TV (public TIED-TAS March to April KEY INFORMATION: service) announcements Objectives, benefits and salient features of RR Nos. 11-2004 and Inter-Personal 5-2005 Project Kickoff TAS/ISG February Mechanics for the enrollment and Briefings, together with TSPMD, TIED and March monthly reporting of gross sales distribution of ROs/RDOs Sanctions for non-compliance information materials