Implementing Guidelines And Procedures In The Conduct of Exit Survey For Revenue Officials And Employees Who Are To Be Separated From Service

December 12, 2006 REVENUE MEMORANDUM ORDER NO. 29-06 TO : All Revenue Officials and Employees Concerned SUBJECT : Implementing Guidelines And Procedures In The Conduct of Exit Survey For Revenue Officials And Employees Who Are To Be Separated From Service I. OBJECTIVES This Order is being issued to: 1. Establish a feedback mechanism from internal stakeholders; 2. Enhance the existing database of separated BIR officials and employees; 3. Provide inputs that will help in the development of a more efficient; and effective management system in the revenue service. II. SCOPE This Order shall cover all revenue officials and employees who are leaving the revenue service through retirement/resignation/transfer to other government office. III. POLICIES 1. The accomplishment of the exit questionnaire/survey (form Annex "A" hereof) shall form part of the requirements in the issuance of National Office Clearance for revenue officials and employees who will be separated from service by reason of retirement/resignation/transfer to other government office. 2. The results of the survey will serve as guide/basis in the improvement of the services of the Bureau in all aspects of revenue operations. IV. IMPLEMENTING GUIDELINES AND PROCEDURES 1. The Personnel Division/Human Resource Management Unit shall provide concerned employees with the exit questionnaire/survey form to be accomplished upon submission of their application for retirement / letter of resignation / request for transfer to other government office. 2. The concerned employees shall submit the accomplished exit questionnaire/survey form together with the other requirements for processing of their separation benefits to the Personnel Division/Human Resource Management Unit. 3. The Personnel Division/Human Resource Management Unit shall consolidate and tally the results of the survey using the prescribed tally sheet format (Annex "B") 4. The Human Resource Management Unit in their respective regions shall submit to the Personnel Division the tally sheets monthly on or before the 15th day of the ensuing month. 5. The Personnel Division shall collate and consolidate tally sheets from all offices which shall be submitted to the Statistics Division within fifteen (15) days upon receipt. 6. The Statistics Division shall encode, evaluate and analyze all tally sheets and prepare a report to be submitted to the Assistant Commissioner, Human Resource Development Service within fifteen (15) working days from receipt. 7. The Assistant Commissioner, Human Resource Development Service shall forward the evaluation report to the Office of the Deputy Commissioner Resource Management Group within fifteen (15) days from receipt. 8. Final report shall be forwarded to the Commissioner of Internal Revenue thru the Management Committee for study and consideration of the results. V. EFFECTIVITY This Order shall take effect immediately. (SGD.) JOSE MARIO C. BUAG Commissioner of Internal Revenue ANNEX A EXIT QUESTIONNAIRE / SURVEY FORM This Questionnaire seeks to determine your opinion on the services provided by the Bureau to its personnel and how this affects the fast turn-over of employees. As a retiring/resigning/transferring employee, we would like to request your assistance by providing us information on how the Bureau can further improve its services. Please provide the information below and feel free to state your comments and suggestions. Please be assured that your response will be handled with strict confidentiality. I. EMPLOYEE PROFILE NAME: ________________________ ________________________ ________________________ (Last Name) (First Name) (Middle Name) AGE: _______ SEX: __________ CIVIL STATUS: _________ RELIGION: _____________________ POSITION/ITEM: ____________________________ DESIGNATION: ________________________ HIGHEST EDUCATIONAL ATTAINMENT (Please check and specify level): [ ] High School [ ] College Level [ ] College Graduate [ ] Master's [ ] Post Graduate ___________ ____________ Course: _________ Degree/Major ______________ _______________ units earned __________ LICENSURE/CSC ELIGIBILITY [ ] Lawyer [ ] CPA [ ] CSC Professional [ ] CSC-Sub-Prof. [ ] Others ___________ (specify) DATE DATE LENGTH OF SERVICE LENGTH OF SERVICE ENTERED IN THE BIR SEPARATED FROM IN THE BIR IN THE GOVERNMENT THE BIR ___________________ ________________ __________________ ___________________ (Date) (Date) (No. of Years) (No. of Years) MODE OF SEPARATION (Please check and state the reason) [ ] RETIREMENT a. Compulsory b. Optional [ ] DISABILITY DUE TO ILLNESS __________________________________________________ [ ] RESIGNATION [ ] TRANSFER REASON FOR LEAVING THE BUREAU (Please check): [ ] To study ___________________________ [ ] To engage in business ____________________ (Please indicate course/degree) (Please specify nature of business) [ ] To transfer _____________________ [ ] To leave the country in order to (Please state name of office) [ ] work abroad [ ] To practice profession [ ] join spouse/family ___________________________ [ ] engage in business (Please indicate profession or calling) [ ] others _____________ __________________ (specify) II. PLEASE ENCIRCLE THE NUMBER (1 to 4) THAT CORRESPONDS TO YOUR OPINION AND GIVE YOUR COMMENTS/SUGGESTIONS ON THE FOLLOWING: 1. Based on your qualifications, were you 4 = Very satisfied 2 = Somewhat satisfied satisfied with the recent work/assignment that has been given to you before separation from the Bureau? 3 = Most satisfied 1 = Not satisfied Comments/suggestions: ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ 2. Do you think that your salary and benefits 4 = Very compensated 2 = Somewhat compensated received are at parallel to your position/ designation as a BIR employee? 3 = Most compensated 1 = Not compensated Comments/suggestions: ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ 3. Did you benefit from the training/scholarship 4 = A lot 2 = A little programs of the Bureau during your entire service? 3 = Some 1 = None Comments/suggestions: ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ 4. In your own experience, are you satisfied 4 = Very satisfied 2 = Somewhat satisfied with the recruitment and selection process of the Bureau? 3 = Most satisfied 1 = Not satisfied Comments/suggestions: ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ 5. In your own experience, are you satisfied 4 = Very satisfied 2 = Somewhat satisfied with the merit and promotion plan of the Bureau? 3 = Most satisfied 1 = Not satisfied Comments/suggestions: ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ 6. Rate the work environment in BIR: 4 = Very Good 2 = Fair a. Office equipment 3 = Good 1 = Poor Comments/suggestions: ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ b. Office space 4 = Very Good 2 = Fair 3 = Good 1 = Poor Comments/suggestions: ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ c. Information Technology 4 = Very Good 2 = Fair 3 = Good 1 = Poor Comments/suggestions: ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ 7. How do you assess the management 4 = Very Good 2 = Fair support towards the BIR employees 3 = Good 1 = Poor Comments/suggestions: ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ 8. What can you say about the BIR services 4 = Very Good 2 = Fair provided to taxpayers? 3 = Good 1 = Poor Comments/suggestions: ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ 9. If given a chance, are you still willing to be 4 = Very much willing 2 = Somewhat willing re-employed by the Bureau? Why? 3 = Most willing 1 = Not willing Comments/suggestions: ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ 10. Would you recommend others to be 4 = Very much willing 2 = Somewhat willing employed in the Bureau? Why? 3 = Most willing 1 = Not willing Comments/suggestions: ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ III. OTHER COMMENTS / SUGGESTIONS ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ ____________________________________________________________________________________ - THANK YOU - ANNEX B Exit Survey for Revenue Employees (Survey 1) Exit Survey for Revenue Employees (Survey 2)