Guidelines for the Executive Refresher Training System (ERTS)

October 20, 1995 REVENUE MEMORANDUM ORDER NO. 39-95 SUBJECT : Guidelines for the Executive Refresher Training System (ERTS) TO : All Internal Revenue Officers Concerned I. OBJECTIVE This Order is issued: 1. To enhance the executive's knowledge of the functions, policies, plans, programs and activities of the different Services and Divisions of the BIR; 2. To further equip the executive with knowledge and skills in managing his office effectively; and 3. To prescribe specific guidelines in the administration of the ERTS pursuant to the provisions of RMO No. 28-94. II. SPECIFIC GUIDELINES A. Administrative 1. The Management Committee (MANCOM) shall assign the following officers to undertaken the ERTS and who shall hereinafter be referred to as the "executive" a. Revenue District Officers (RDOs) and Regional Division Chiefs recommended by Assistant Commissioners and Regional Directors; and b. Other executives not otherwise specified in RMO No. 28-94, to wit: Regional Directors, Asst. Division Chiefs and Asst. Revenue District Officers. 2. The Human Resources Development Service shall prepare the Revenue Special Order for the executives who shall undergo the ERTS in the different Services in the panel shall make necessary recommendation immediately after the revalida, either to cause the: a) issuance of Certificate of Completion for satisfactory performance of the executive: or b) extension of assignment for unsatisfactory performance. 3. The ACIR, HRDS shall issue to the Executive the Certificate of Completion upon recommend of the concerned ACIR. 4. On the other hand, the pertinent ACIR shall notify the HRDS of the extended duration of training of the executive as the case may be. C. Reportorial Requirements 1. The ACIR concerned shall prepare a report to MANCOM of the executive's performance during his assignment in the particular Service, to be submitted on or before the 10th day of the month succeeding. The report shall include an information whenever the assignment of the executive in the Service shall be extended. 2. The executive shall resume the performance of his original assignment only after the satisfactory fulfillment and successful only after the satisfactory workplan in all ten (10) Services. Thereafter, a corresponding RSO shall be issued reassigning the executive to his former be issued reassigning the equivalent to that which he held, prior his executive refresher training. III. REPEALING CLAUSE This order supersedes RMO No. 28-94 pertinent to portions thereof, inconsistent herewith. IV. EFFECTIVITY This Order shall take effect ten (10) days after approval. LIWAYWAY VINZONS-CHATO Commissioner of Internal Revenue ANNEX 1 LEGAL SERVICE (LS) Program for the Executive Refresher and Training System (ERTS) (To be conducted not less than one month) Responsible SUBJECT Official/office PHASE I a. Briefing on the functions, programs, policies, procedures and activities of the Service. This also includes an introduction to the key officials of the Divisions under the Service. ACIR, LS PHASE II A. Briefing on the functions, programs, Chief, policies, procedures and activities Litigation of the Litigation & Prosecution Division & Prosecution Div. 1. Workflow of communications; 2. Securing docket and records of cases, documents, - do - report of investigation and other assessment and refund /tax credit cases appealed before the Court of Tax Appeals as well as cases for criminal prosecution; 3. Review of the prescriptive periods in the submission/ - do - filing of pleadings both in civil and criminal cases filled before the courts and other quasi-judicial bodies; 4. Review of the prescriptive periods in the submission/ - do - filing of pleadings both in civil and criminal cases filed before the courts and other quasi-judicial bodies; 5. Remedial Law, Revisited - do - a. Appreciated/evaluation of evidence b. Trial practice and procedures B. Briefing on the functions, programs policies, procedures Chief, Law and activities of the Law Division Division 1. Review of pertinent laws and Law Division revenue issuances 2. Determination of qualification of Private - do - Employees Retirement Plan under R.A. 4917, now section 28 (b) (7) (A), Tax Code; 3. Exemption of separation benefits; - do - 4. Tax deferred treatment of assignment transfer of - do - properties in exchange for shares of stock of corporation under Section 34(c) (2) and 6 (c). Tax Code: 5. Processing of claims for informer's reward: - do - 6. Grant of Treaty relief; - do - 7. Procedural, organizational and documentary requirements - do - in the issuances of above rulings/tax exemptions; 8. Methods Control, Digest and Dissemination of Rulings; - do - 9. Monitoring and verification of annual information - do - returns of tax exempt organization and grantees of tax exemption/incentives under special laws; and subsequent disposition of properties involved in tax deferred exchanges; and 10. Updates on issued Rulings and Revenue Regulations; - do - 11. Preparation of Rulings on cases involving questions of law. - do - C. Briefing on the functions, programs, policies procedures Chief Appellate and activities of the Appellate Division Division 1. Review of administrative remedies; - do - 2. Prescriptive period of assessment and collection of taxes; - do - 3. Conduct of administrative hearings; - do - 4. Reception and Evaluation of evidences; - do - 5. Decision making: - do - 6. Requirement of investigation and report on claims for - do - refund or tax credit of overpayment, double payment and erroneous payment of internal revenue taxes; and 7. Documentary requirements for the processing and grant of - do - such claims or denial of the same. D. Briefing on the functions, programs, policies, procedures Chief, Personnel and activities of the Personnel Inquiry Division Inquiry Division 1. Review of Civil Service Rules administrative Issuances and Executive Orders and personnel matters: - do - 2. Procedure in conducting hearing on administrative cases - do - of personnel: 3. Decision making/Application of Penalties - do - PHASE III - PERFORMANCE A. Preparation of Paper and Work Plan Concerned Executive B. Interview and Revalida ACIR and Div. Chiefs C. Issuance of Certificate of Completion ACIR. LS (for Satisfactory Performance) or Extension of Assignment (for Unsatisfactory Performance) ACIR, LS D. Submission of Results to MANCOM ACIR, LS ANNEX 2 INTELLIGENCE AND INVESTIGATION SERVICE (IIS) Program for the Executive Refresher and Training System (ERTS) (To be conducted and less than month) Responsible SUBJECT Official/office PHASE I Briefing on the functions, programs, policies, procedures ACIR, IIS and activities of the Service. This also includes an introduction to the key officials of the Divisions under Service. PHASE II A. Briefing on the functions, programs, policies, procedures Chief, Tax and activities of the Tax Fraud Division. Fraud Division 1. General Principles Tax Fraud Division 2. Sources and Indications of Fraud - do - 3. Development and Investigation - do - a. Planning and Organizing b. Methods and Investigation b-1 Direct Method b-2 Indirect Method 4. Documentation and Appreciation of Evidence - do - 5. Intelligence Operations - do - 6. Preparation of Investigation Report - do - B. Briefing on the functions, programs, policies, procedures Chief, Internal and activities of Internal Security Division Security Division Administrative Investigation 1. Preliminary Fact-finding Division Internal Security a. Complaints and Denunciations b. Gathering and Collating Evidence c. Surveillance d. Writing Progress Reports 2. Preparation of the following: a. Formal Administration Charges and Preventive Suspension Orders b. Closing Memoranda c. Prosecution of Cases c-1 Collation of Evidence c-2 Presentation of evidence before Hearing Officers PHASE III - PERFORMANCE EVALUATION A. Preparation of Paper and Work Plan Concerned Executive B. Interview and Revalida ACIR and Division Chiefs C. Issuance of Certificate of Completion ACIR, IIS (for Satisfactory Performance) Extension of Assignment ACIR, IIS (for Unsatisfactory Performance) D. Submission of Results to MANCOM ACIR, IIS ANNEX 3 ASSESSMENT SERVICE (AS) Program for the Executive Refresher and Training System (ERTS) (To be conducted not less than one month) Responsible SUBJECT Official/office PHASE I Briefing on the functions, programs procedures and ACIR, AS activities of the Service. This also includes an introduction to the key officials of the Divisions under the Service. PHASE II A. Briefing on the functions, programs, policies, procedures Chief, Assessment and activities of the Assessment Programs Division Programs Div. 1. Quality Audit Program Assessment Programs a. 1995 Audit Program Division b. Implementation of the Selection Criteria c. Handbook on Audit Procedures and Techniques d. Audit Techniques Course 2. Quality Reports a. Review of the Work Plan (RMO 65-94) - do - b. Evaluation of accomplishment report 3. Revenue Assessment Issuances a. RMO 18-95 Verification of inventories - do - b. RMO 7-95 Third Party Information B. Briefing on the functions, programs, procedures and activities Chief, Asset of the Asset Valuation Division Valuation Div. 1. Review of Related Statutes, NIRC Sections, Revenue Asset Valuation Regulations Revenue Memorandum Circulars, Division Revenue Memorandum Orders a. Sec 16(c) of the NIRC and other related actions b. DOF Order No. 21-86 amended by DOF Order Number Asset Valuation 13-89 DOF Order No. 11-92 RAMO 2-91, RAMO 56-94 Division c. Procedures in the Preparation of Zonal Values - do - C. Briefing on the functions, programs, policies, procedures Chief, Audit and activities of the Audit Data Bank Division Bank Division. 1. Quality Third Party Information Program Audit Data Bank 2. Quality Reporting of BIR Form 1717 Reports and related - do - documents 3. Revenue Assessment Issuance - do - PHASE III - PERFORMANCE EVALUATION A. Preparation of Paper and Work Plan Concerned Executive B. Interview and Revalida ACIR and Div. Chiefs C. Issuance of Certificate of ACIR, AS (for Satisfactory Performance) or Extension of Assignment (for Unsatisfactory Performance) ACIR, AS D. Submission of Results to MANCOM ACIR, AS ANNEX 4 COLLECTION SERVICE (CS) Program for the Executive Refresher and Training System (ERTS) (To be conducted not less than one month) Responsible SUBJECT Official/office PHASE I Briefing on the functions, programs, policies, procedures ACIR, CS and activities of the Service. This also includes an introduction to the key officials of the Division under the Service. PHASE II A. Briefing on the functions, programs, policies, procedures Chief, Revenue and activities of the Revenue Accounting Division (RAD) Accounting Division 1. NPCS/Direct Payment System: Reporting of Collection Revenue Accounting Division 2. Other Sources of Income: Reporting of Collections and preparation of Financial Statements - do - 3. Accountabilities of Collection Officers - do - 4. Internal Revenue Allotment and Shares from Special Accounts of LGUs/Other Government Agencies - do - 5. Processing of 12.09 reports - do - 6. Processing of various collection - do - 7. Reconciliation of accountabilities of Collection Officers - do - B. Briefing on the functions, programs policies, procedures Chief, Collection and activities Program Division of the Collection Division Programs Division 1. WDL/WG, Notice of Tax Liens & Prescription of Collection Programs Cases, etc. Division 2. NPCS Exception Reports Accreditation - do - 3. Guidelines on Bank Accreditation - do - 4. Submission of Revised Work Plans by Regional Directors - do - 5. Compliance on Reporting Requirements of RDOs Monthly - do - Accomplishment on Accountants Receivable Management Program 6. Compliance on the submission of Accounts Receivables Analysis Forms under RMO 11-95 - do - 7. Seized & Forfeited Properties (Acquired Assets of the Bureau) and Analysis of Acquired Assets - do - 8. Procedure in the sale & Disposition of Acquired Assets - do - C. Briefing on the functions, programs, policies, procedures Chief, Large and activities Taxpayer of the Large Taxpayers Division Division 1. Laws and Issuance on Large - Salient features of R.A 7646 Large Taxpayers Division and implementation issuance 2. Executive Order No. 83 - do - 3. Occur inspection of actual operations of the Division - do - 4. Reading of informative materials/copies of relevant - do - laws and issuances 5. Compliance Requirements and Monitoring on Large Taxpayers, - do - Accredited Banks on Revenue District Offices 6. Data Processing Systems in the Large Taxpayers Division - do - a. Computerized systems on Large Taxpayers b. Computerized systems on Accredited Banks D. Briefing on the functions, programs, policies, procedures Chief, Withholding and activities of the Withholding Agents Monitoring Division Agents Monitoring Division 1. Update and review of the Withholding Tax Rules and Withholding Regulations Agents Monitoring Division 2. Improvement in monitoring the masterfile of WA and - do - Recommendation on the refinement of finality of Withholding Tax 3. Audit of Withholding Tax Returns - do - 4. Analysis, Evaluation and Monitoring of Withholding Tax Returns - do - 5. Improvement of policies and procedures on Withholding - do - Taxes (Compensation & Expanded) 6. Final and Government Money Payments - do - PHASE III - PERFORMANCE EVALUATION A. Preparation of Paper and Work Plan Concerned Executive B. Interview and Revalida ACIR and Division Chiefs C. Issuance of Certificate of Completion ACIR, CS (for Satisfactory Performance) or Extension of Assignment ACIR, CS (for Unsatisfactory Performance) D. Submission of Results to MANCOM ACIR, CS ANNEX 5 PERFORMANCE MONITORING SERVICE (PMS) Program for the Executive Refresher Training System (ERTS) (To be conducted not less than one month) Responsible SUBJECT Official/office PHASE I Briefing on the functions, programs, policies, procedures ACIR, PMS and activities of the Service. This also includes an introduction to the key officials of the Divisions under the Service. PHASE II A. Briefing on the functions, programs, policies, procedures Chief, Assessment and activities of the Assessment Performance Audit Division Performance Audit Division. 1. Performance audit on the assessment activities APAD a) Monitoring of LA s. b) Monitoring of status/accomplishment of work plans/programs. c) Evaluating Revenue Officer's audit/investigation reports to enhance audit efficiency of all concerned (REVALIDA) d) Audit/Monitoring of Certificates Authorizing Registration (Real and Personal Properties). e) Checking the extent of compliance and/or deviation from assessment policies, standards, guidelines and procedures. 2. Pertinent issuance relative to assessment activities APAD such as RMO 39-94 on modified policies and procedures on the processing of refundable income tax returns of individuals, RMO 23-95 on MOA between BIR & BLGF, RMO 24-95 on performance evaluation and feedback on accomplishment of 1995 Work Plans, etc. B. Briefing on the functions, programs, procedures and activities Chief, Collection of the Collection Performance Audit Division Performance Audit Division 1. Collection activities to be monitored/reports to CPAD be submitted and records to be audited. 2. Pertinent issuances relative to collection activities CPAD such as rules on prescription of tax cases, COA rules and regulations, actions, etc. 3. Actual audit of collection activities. a) Cash and non-cash accountabilities of collection/accountable officers. b) Delinquent Accounts Tax Dockets C. Briefing on the functions, programs, policies, procedures Chief, Regulatory and activities of the Regulatory Operations Monitoring Division Operations Monitoring Division. 1. Pertinent issuances relative to registration and regulatory ROMD activities in the ROs/RDOs. a) Prescribed procedures in the registration of taxpayers. b) Rules and regulations in the devolved administration of excise tax. c) Periodic reports required to be submitted by RDOs. 2. Registration and regulatory activities in the ROs/RDOs to ROMD be monitored, audited and evaluated. a) Activities of RRU permanently staff. b) Activities of ROs assigned on premises of establishments subject to excise tax. c) Activities of other personnel on the ROs/RDOs directly/ indirectly involved in the administration of VAT, excise and other percentage taxes. PHASE III - PERFORMANCE EVALUATION A. Preparation of Paper and Work Plan Concerned Executive B. Interview and Revalida ACIR & Div. Chiefs C. Issuance of Certificate of ACIR, PMS (Satisfactory Performance) ACIR, PMS or Extension of Assignment (For Unsatisfactory Performance) ACIR, PMS D. Submission of Results to MANCOM ACIR, PMS ANNEX 6 INFORMATION SYSTEMS OPERATIONS SERVICE (ISOS) Program for the Executive Refresher and Training System (ERTS) (to be conducted not less than one month) Responsible SUBJECT Official/office PHASE I Briefing on the functions, programs policies, procedures ACIR, ISOS and activities of the Service. This also includes an introduction to the key officials of the Divisions under the Service. PHASE II A. Briefing on the functions, programs, procedures and activities Chief, DPD of the Data Processing Division (DPD) DPD 1. Actual Operations of the Receiving and Releasing Section 2. Actual Operations of the Coding & Verification Section - do - 3. Actual Operations of the Refund Processing Section - do - 4. Actual Operations of the TIN Coordination Section - do - B. Briefing on the functions, programs, policies, procedures and Chief, NSOD activities of the Network and Systems Operations Division (NSOD) 1. Standards, Types of Applications, Data & Physical Security, NSOD Back-up & Disaster Recovery and Reporting Requirements of the Division 2. Demonstration on Actual Operations of the Entry Section - do - 3. Actual Operations of the Computer Section - do - 4. Actual Operations of the Media Library - do - C. Briefing on the functions, programs, policies procedures and - do - activities of the Field Technical Support Division (FTSD) 1. Demonstration on Maintenance of Microcomputers FISD 2. Demonstration on Virus Scanning and Treatment - do - of Microcomputers 3. Demonstration on Installation of Software Package - do - PHASE III - PERFORMANCE EVALUATION A. Preparation of Paper and Work Plan Concerned Executive B. Interview and Revalida ACIR, ISOS and Division Chiefs C. Issuance of Certificate of Completion ACIR, ISOS (for Satisfactory Performance) or Extension of Assignment (for Unsatisfactory Performance) D. Submission of Results to MANCOM ACIR, ISOS ANNEX 7 INFORMATION SYSTEMS DEVELOPMENT SERVICE (ISOS) Program for the Executive Refresher and Training System (ERTS) (To be conducted not less than one month) Responsible SUBJECT Official/office PHASE I Briefing on the functions, programs policies, procedures ACIR, ISDS and activities of the Service. This also includes an introduction to the key officials of the Divisions under the Service. PHASE II Briefing on the functions, programs, policies, procedures ISDS and activities of the different Division under ISDS A. Integrated Tax System * Planning And Control System * Case Monitoring System * Returns Compliance System * Accounts Receivable System * Audit System * Tax Credits and Refund System * Registration System * Taxpayer Accounting * Collections and Bank Reconciliation System * Returns Processing System * Tax Reconciliation System * Excise Tax Reconciliation * NO Management Information System * Legal Information System B. Human Resources Information System * Personnel Information * Evaluation and Promotion * Manpower Development * Recruitment, Selection and Hiring * Manpower Planning * Accountabilities Monitoring C. Physical Resources Information System * Fixed Assets Inventory Control * Accountable Forms Inventory Control D. Structured Query Language for Executives. This is a basic ADDD course on the use of SQL in ad hoc reports and queries SPDM E. Systems Development overview PHASE III. PERFORMANCE EVALUATION A. Preparation of Paper and Work Plan Concerned Executive B. Interview and Revalida ACIR, and Div. Chiefs C. Issuance of Certificate of Completion ACIR, ISDS (for Satisfactory Performance) or Extension of Assignment ACIR, ISDS (for Unsatisfactory Performance) D. Submission on Results to MANCOM ACIR, ISDS ANNEX 8 MANAGEMENT AND PLANNING SERVICE (MPS) Program for the Executive Refresher and Training System (ERTS) (to be conducted not less one month) Responsible SUBJECT Official/office PHASE I Briefing on the functions, programs, policies, procedures ACIR, MPS and activities of the Service. This also includes an introduction to the key officials of the Division under the Service. PHASE II A. Briefing on the functions, programs, policies, procedures Chief, Management Div. and activities of the Management Division * Organizational, Study System/Procedures Development and Control Management Div. 1. BIR Organization - do - a. Organization Structure Development b. Functions of Offices/Units c. Determination of Areas of Jurisdiction 2. Systems/Procedures Development and Control - do - a. Establishment of standards operating procedures 1. evaluation of existing system 2. preparation of method/procedures b. Plotting of Management Charts c. Conduct of Management Audit d. Conduct of Project Studies e. Preparation of Project Proposal Management Div. f. Doctrine of Completed Staff Work g. Forms Management 3. Importance and process of conducting staff meetings - do - 4. Executive evaluation - do - B. Briefing on the functions, programs, policies, procedures Chief, Statistics Div. and activities of the Statistics Div. * Various Statistical Methodologies as Tools of Management Statistical Div. 1. Statistics as a Tool of Management - do - a. Planning b. Reporting/Monitoring c. Control d. Performance evaluation 2. Revenue Forecasting Methods - do - a. Growth rates b. Elasticity/buoyancy c. Regression d. Performance evaluation 3. Regional Collection Target-Setting - do - a. Policy used b. Basis c. Reliability 4. Surveys & Research Methods - do - 5. Statistical Reporting Requirements - do - a. On Collections b. Tax Returns Filed c. Compilation of ACT's d. Other Administrative Reports 6. Linkages with Government & Non-Government Agencies - do - a. Government - DOF, Congress, NEDA, UP, GSIS, b. NGOs - PSA, SWS, CRC 7. Executive evaluation - do - C. Briefing on the functions, programs, policies, procedures Chief, PIED and activities of the Public Info. and Education Division (PIED) * Taxpayer Service and Information, Public Relations and PIED Media Relations 1. Taxpayer Service - do - a. Effective Communications I b. Dealing with Difficult Taxpayers c. Reportorial requirements d. Perception Survey of Taxpayers 2. Taxpayer Information & Education - do - a. Preparation and Implementation of Information/ Education Campaign b. Preparation of Primers, leaflets, etc. c. Workshop PIED 1. Preparation of mock Information/Education Campaign Plan 2. Evaluation of mock Information/Education Campaign Plan 3. Public Relations - do - a. Definition and how it works b. Common mistakes by PR Practitioners c. Media's Role in Public Relations 4. Media Relations - do - a. General Communications Tips and Relationships with Radio, T.V. and Print Media b. Press Conference c. Basic Public Affairs Activities d. Workshop 5. Executive evaluation - do - D. Briefing on the functions, programs, policies, procedures Chief, ITAD and activities of the International Tax Affairs Division (ITAD) * International Tax Affairs Management ITAD 1. International Tax Affairs Policies - do - a. Description and Procedures b. Reportorial Requirements c. Performance Evaluation Process 2. International Tax Advisory Management Process - do - a. Description and Procedures b. Reportorial Requirements c. Performance Evaluation Process 3. Foreign Service Posts Monitoring System - do- a. Description and Procedures b. Reportorial Requirements c. Performance Evaluation Process 4. International Information Exchange/Linkages - do - a. Description and Procedures b. Reportorial Requirements c. Performance Evaluation Process 5. Issues on Philippine Tax Treaties - do - a. Purpose b. Scope c. Applications 6. Issuance on International Taxation and Tax Treaties - do - a. Executive evaluation PHASE III - PERFORMANCE EVALUATION A. Preparation of Paper and Work Plan Concerned Executive B. Interview and Revalida ACIR, and Div. Chiefs C. Issuance of Certificate of Completion ACIR, MPS (for Satisfactory Performance) Extension of Assignment (for Unsatisfactory Performance) ACIR, MPS D. Submission of Results to MANCOM ANNEX 9 FINANCIAL AND ADMINISTRATIVE SERVICE (FAS) Program for the Executive Refresher and Training System (ERTS) (To be conducted not less than one month) Responsible SUBJECT Official/office PHASE I Briefing on the functions, programs, policies, procedures and ACIR, FAS activities of the Service. This also includes an introduction to the key officials of the Divisions under the Service. PHASE II A. Briefing on the functions, programs, policies, procedures and Chief, Budget activities of the Budget Division. Division 1. Preparation of annual budget proposal: Budget Division 2. Budget accountability reports: - do - 3. Execution of the budget - do - B. Briefing on the functions, programs, policies, procedures Chief, Accounting and activities of the Accounting Division. Division 1. Preparation of Trial Balance and its supporting statements: Accounting Div. 2. Processing and review of Disbursement - do - 3. Remittances of salary deductions: - do - 4. Processing of Tax Refunds : - do - 5. Maintenance of Accounting Records - do - 6. Processing of Office Clearances; - do - 7. Issuance of Certifications of Deductions for Loan Application - do - C. Briefing or the functions, programs, policies, procedures and Chief, activities of the Procurement Division. Procurement Division 1. Preparation or Annual Procurement Program; Procurement Division 2. Contracting Services; - do - 3. Systems and Procedures on Inspection and acceptance of various BIR Form - do - 4. Decentralization of procurement activities; - do - 5. Systems and procedures on procurement; - do - 6. Requisitions for purchase and preparation of specifications; - do - 7. Contracts Administration. - do - D. Briefing on the functions, programs policies, procedures Chief, and activities of the Accountable Forms Division Accountable Forms Div. 1. Requisitioning and issuance of Accountable Forms: Accountable Forms Div. 2. Bonds requirements of accountable officers - do - 3. Submission of Monthly Report of Accountability - do - 4. Turn-Over of Accountable Forms and Clearances - do - 5. Disposal of Accountable Forms; - do - 6. Report of Letters of Authority issued and RMO 27-94. - do - E. Briefing on the functions, programs, policies, procedures Chief, Records Division and activities of the Records Division. 1. Records-keeping: Records Division 2. Micro-filming; - do - 3. Disposal of valueless records Record Div. F. Briefing on the functions programs, policies, procedures Chief, General and activities or the General Services Division. Service Div. 1. Preparation of various reports General Services Div. 2. Inventory-taking; - do - 3. Disposal of Unserviceable Properties - do - 4. Preparation of Preventive Maintenance Plan and Schedule; - do - 5. Bonding of Accountable Officers; - do - PHASE III - PERFORMANCE EVALUATION A. Preparation of Paper and Work Plan Concerned Executive B. Interview and Revalida ACIR, and Div. Chiefs C. Issuance of Certificate of Completion ACIR, FAS (for Satisfactory Performance) or Extension of Assignment ACIR, FAS (for Unsatisfactory Performance) D. Submission of Results to MANCOM ANNEX 10 HUMAN RESOURCE DEVELOPMENT SERVICE (HRDS) Program for the Executive Refresher and Training System (ERTS) Responsible SUBJECT Official/office PHASE I Briefing on the functions, programs, policies, procedures and ACIR, HRDS activities of the Service. This also includes an introduction to the key officials of the Divisions under the Service. PHASE II A. Briefing on the functions, programs, policies, procedures Chief, Personnel and activities of the personnel Division Division Manpower Development Plan Personnel Division Compensation, Incentives & Benefits Plan - do - Personnel Information System - do - Personnel Appraisal System - do - Job Analysis & Evaluation - do - Reporting Requirements - do - B. Briefing on the functions, programs, policies, procedures, Chief, Career and activities of the Career Management Division Management Division Management Succession Plan Career Mgmt. Division Career Management System - do - Career Planning & Counselling - do - Assessment of Training Needs and Demand - do - C. Briefing on the function, programs, Procedures and activities Chief, Training of the Training Division Division Regional Training Program Training Division Concepts of Training Programs - do - - Value Formation - Technical - Managerial Development of Course Designs - do - Assessment of Training Needs and Demands - do - Scholarships and Grants Programs - do - D. Briefing on the functions, programs, policies, procedures Chief, Medical and activities of the Medical & Dental Division & Dental Division Physical Fitness Medical and Dental Div. Voluntary Welfare Projects - do - PHASE III - PERFORMANCE EVALUATION A. Preparation of Paper and Work Plan Concerned Executive B. Interview and Revalida ACIR and Div. Chiefs C. Issuance of Certificate of Completion ACIR, HRDS (for Satisfactory Performance) D. Submission of results to MANCOM ACIR, HRDS ANNEX 11 ANNEX 12