Amending Certain Portions of Revenue Memorandum Order No. 4-82 on the Regional Accomplishment Report (BIR Form 4021)

April 20, 1994 REVENUE MEMORANDUM ORDER NO. 34-94 SUBJECT : Amending Certain Portions of Revenue Memorandum Order No. 4-82 on the Regional Accomplishment Report (BIR Form 4021) TO : Assistant Commissioners - Collection Service, Assessment Service, Intelligence and Investigation Service, Legal Service and Financial & Administrative Service, All Regional Directors and Internal Revenue Officers Concerned I. Objectives This order is issued to: A. Properly delineate functions and define responsibilities relative to the review and evaluation of regional accomplishment reports consistent with the Bureau's policies. B. Prescribe feedback mechanism where regional offices will be regularly advised of the results of the evaluation by the National Office. cd i C. Change the submission of the Regional Accomplishment Report from a quarterly to a monthly basis, in order that an immediate and updated review of accomplishment can be effected. D. Initiate the review of the reports being submitted in order to improve the quality and utility of said reports. II. Guidelines The following are the amended guidelines on the submission and review/evaluation of BIR Form 4021: cdt A. The preparation and submission of BIR Form 4021 shall be changed from a quarterly to a monthly basis. The different reports prescribed in RMO No. 4-82 for the purpose, are hereby revised accordingly to present only the monthly accomplishments. B. The original copy of BIR Form 4021 shall no longer be submitted to Management and Planning Service, beginning 1994. Instead, the original copy of each part of said report shall be submitted by the Regional Director to the following offices not later than the 10th day of the following month : Part I (Collection) - Collection Service (CS) Part II (Assessment) - Assessment Service (AS) Part III (Tax Fraud Cases) - Intelligence and Investigation Service (IIS) Part IV (Legal) - Legal Service (LS) Part V (Administrative) - Financial and Administrative Service (FAS) Part VI (Fiscal Operations) - Financial and Administrative Service C. The duplicate copy of Parts I to VI of BIR Form 4021 shall be the Regional Director's copy while the triplicate of each part of the report shall be retained as file copy, of the regional division which prepared the report. D. The services receiving the BIR Form 4021 shall be in charge of reviewing/evaluating their respective portions of the report and of preparing the necessary feedback communication on their observations/comments to the Regional Director concerned not later than the tenth day from the receipt of the report, copy furnished the Commissioner and Deputy Commissioner concerned. III. Transitory Provision The Assistant Commissioners for CS, AS, IIS, LS, and FAS are hereby directed to review the reports being prescribed in RMO No. 4-82 and to accordingly prescribe the necessary changes in order to simplify and improve the quality and utility of the same. The review shall be done in coordination with the Regional Directors and must be completed by April 30, 1994. The monthly reporting requirement shall take effect starting with the April, 1994 report while the January to March, 1994 report shall be prepared following the procedures under RMO No. 4-82 but shall be submitted as prescribed in II B and C of this Order. IV. Repealing Clause This Order amends pertinent portions of RMO No. 4-82 dated January 5, 1982 and all other issuances and/or portions thereof inconsistent herewith. Furthermore, the Quarterly Status Report on Work Plans Submitted (for assessment, collection, legal enforcement and general administration) are phased out inasmuch as the same reports are already prescribed in RMO No. 50-93. IV n . Effectivity This Order shall take effect beginning 1994. VICTOR A. DEOFERIO, JR. Officer-in-charge n Note from the Publisher: Duplication of Item IV.