Submission of List of Promotable Personnel

August 10, 1983 REVENUE MEMORANDUM ORDER NO. 26-83 SUBJECT : Submission of List of Promotable Personnel TO : All Revenue Service Chiefs, Regional Directors, Division Chiefs, Revenue District Officers and Others Concerned I. Objective: This Order is promulgated to systematize and rationalize the promotion process among revenue personnel and thus, eliminate the practice of soliciting recommendations for promotion. II. Guidelines: 1. All Division Chiefs, Branch Chiefs, RDOs and Unit Heads shall prepare in triplicate the List of Promotable Personnel at the end of every semester. The List shall be distributed as follows: Original and Duplicate - Service Chief/Regional Director concerned. The duplicate copy is for attachment to the Final List for the Personnel Division. Triplicate - Office file copy 2. A minimum of two (2) personnel unless there is only one (1) next-in-rank or a maximum of 20% of the total number of candidates per position title shall be included in the List. aisa dc To illustrate: A division under Sector Operations Office has the following positions, excluding Chief of division, and number of personnel holding the specific positions: Asst. Chief Rev. Officer III - 1 Supervising Rev. Examiner III - 5 Supervising Rev. Examiner II - 6 Supervising Rev. Examiner I - 6 Senior Revenue Examiner - 6 Revenue Examiner II - 10 Supervising Clerk - 1 Revenue Stenographer - 1 Senior Revenue Clerk - 1 Revenue Clerk I - 7 Revenue Messenger - 1 Asst. Chief Revenue Officer III Although the minimum requirement is 2, since there is only 1 ACRO III under the division, only his name will be included in the List. Supervising Rev. Examiner III Following the minimum requirement = 2 Following the maximum requirement 20% of 5 = 1 Out of the 5 Supervising Rev. Examiner III, 2 may be included in the List of Promotable Personnel casia Supervising Rev. Examiner II Following the minimum requirement = 2 Following the maximum requirement 20% of 6 = 1.2 Out of the 6 Supervising Revenue Examiner II, 2 may be included in the List of Promotable Personnel Revenue Examiner II Following the minimum requirement = 2 Following the maximum requirement 20% of 10 = 2 Out of the 10 Revenue Examiner II, 2 may be included in the List of Promotable Personnel Revenue Stenographer Although the minimum requirement is 2, since there is only 1 Stenographer under the division, only his name will be included in the List. 3. The provisions in the revised Merit Promotion Plan embodied in RMO No. 16-79 dated July 9, 1979 shall be followed in preparing the List, with emphasis on the policy that no one with a pending administrative case (formal charges filed) shall be considered for promotion, especially where the offense charged is serious and evidence of guilt is strong. 4. The column for "Proposed Promotion" shall contain the position to which the employee is being recommended. It may be the next position to his present item or whatever position to which he is qualified, in case he has signified his preference to be promoted to another occupational group. 5. All Service Chiefs and Regional Directors shall review the Lists submitted to insure compliance with the revised Merit Promotion Plan (RMO 16-79) and shall in turn prepare a final List in Annex B, in four (4) copies for the national office and five (5) copies for the revenue regions. Annex B shall be distributed as follows: Original - CIR Duplicate - Promotion Board Triplicate - Personnel Division Quadruplicate - Office file copy Quintuplicate - Regional Personnel Officer (for the region only) 6. In the consolidation, a maximum of 20% of the total number of candidates within the same level of position shall be included in the Final List. 7. Individual recommendations for personnel not included in the Final List of Promotable Personnel shall hereafter be returned without action to the Revenue Service Chief/Regional Director/Unit Head concerned. III. Procedures: A. The Chief of Division/Branch/District/Unit in preparing the List of Promotable Personnel shall: 1. Prepare a complete listing of position titles, based on those allotted to the division or unit. In case there are employees whose item do not belong to the division/unit concerned but also deserve to be promoted, their position titles must be included in said list. 2. List down the names of all the candidates (Personnel next-in-rank) to each position, indicating therein all the information required in the List of Promotable Personnel. cd i 3. Evaluate every candidate to each position, on the basis of qualifications, fitness and ability to perform the duties and assume the responsibilities of the position to be filled. Educational attainment, relevant training, skills and experience, civil service eligibility and performance rating are fundamental factors in the determination of the best qualified and most competent personnel to occupy the position to be filled. For those in the assessment group, their performance rating must be determined in accordance with RMO No. 14-81 dated April 2, 1981. 4. Rank the employees accordingly and list the upper 20% of the candidates for promotion to each position title in the prescribed form. In case a candidate has made a significant/outstanding achievement in the performance of his official tasks, a short narrative report may be prepared and attached to the List of Promotable Personnel. B. The Revenue Service Chief/Regional Director, upon receipt of the List of Promotable Personnel from the divisions/offices within his jurisdiction shall: 1. List down all positions considered next-in-rank to a particular position title based on the System of Ranking of Positions. 2. Review the Lists submitted by every Chief of Office under his jurisdiction and consolidate into one List of Promotables, the candidates for every position title. In case the Revenue Service Chief/Regional Director decides to make changes in the Lists by revising the rankings, deleting any name or adding other qualified candidates, such changes shall be justified in an attachment to the Final List. 3. List the upper 20% of the candidates for promotion to each position title in the prescribed form, Final List of Promotable Personnel. C. The Chief, Personnel Division/Regional Personnel Officer, upon receipt of the Final List of Promotable Personnel shall: 1. Use the Final Lists as a ready reference in proposing candidates to a vacant position in any of the functional groups. cdt 2. Review and compare the data in the Final Lists and the attached Lists of Promotables with their own evaluation on the basis of existing records of the Personnel Division, including those on the ratings obtained in prescribed written examinations. Should the Division find any material discrepancy to warrant corresponding changes, the justification for such changes shall be attached to its recommendation to the Promotion Board. 3. Identify the employees most qualified and competent for promotion and list them in the form, Candidates for Promotion, for submission to the Promotion Board. IV. Submission Date: The List of Promotable Personnel shall be submitted by the Division Chiefs, Branch Chiefs, RDOs and Unit Heads to their respective Service Chief/Regional Director within thirty (30) days after the end of every semester. On the other hand, the Final List of Promotable Personnel shall be submitted by the Service Chief/Regional Director to the proper offices within fifteen (15) days after due date of submission of List of Promotables. For the first semester of 1983, the List of Promotables and Final List shall be submitted on or before September 15 and September 30, 1983, respectively. V. Repealing Clause: All memoranda, orders, circulars or portions thereof which are inconsistent with this Order are hereby amended or revoked. VI. Effectivity Clause: This revenue memorandum order takes effect upon approval. (SGD.) RUBEN B. ANCHETA Acting Commissioner