Work Programming, Work Planning, Accomplishment Reporting and Evaluation Process for 1995

November 17, 1994 REVENUE MEMORANDUM ORDER NO. 65-94 (superseded by RMO 38-95) SUBJECT : Work Programming, Work Planning, Accomplishment Reporting and Evaluation Process for 1995 TO : All Assistant Commissioners, Regional Directors, National Division Chiefs, Regional Division Chiefs, Revenue District Officers and Others Concerned I. OBJECTIVES This Order is issued to: 1. Prescribe the Work programs, with the key events and performance measures, for 1995, that address the requirements of the Tax Administration Strategic Plan. 2. Specify the approach for the preparation of uniform work plans by Revenue District Offices, Regional Division Chiefs and National Divisions Chiefs and the consolidation of these work plans by the Regional Directors and Assistant Commissioners. 3. Provide the system to report accomplishments on work plans. 4. Set the policies for the evaluation of the overall performance on work plan accomplishments by the different offices. II. DEFINITIONS OF TERMS In order to have a common understanding of the provisions of this Order, the following are hereby defined: WORK PROGRAM gives direction and priority on operational as well as staff work to be undertaken by Revenue District Offices and/or National/Regional Office Divisions. This is prescribed based on functional lines by the concerned Assistant Commissioner and addresses the requirements of the Tax Administration Strategic Plan. This identifies key events and minimum annual performance measurement levels which need to be undertaken by the different offices in the BIR . Refer to Annexes A 1 to A 14 for examples of the work program. aisa dc KEY EVENT these are the desired end results or major milestone activities to be undertaken by concerned offices for each defined work program. These, as measured by a specific performance measurement criteria, shall be the basis for a common framework for reporting and evaluating the performance/accomplishment of all concerned offices. WORK PLAN contains a listing of the implementing activities to be undertaken for the key events prescribed in each work program, as well as quantification by month of the performance commitments/goals of concerned offices for these key events. Refer to Annexes C 1 and C 2 for the format of the work plan. MINIMUM ANNUAL PERFORMANCE MEASURE prescribes the uniform basis for reporting and evaluating performance/accomplishment of particular offices for the identified key events. These should be clear, measurable, efficiency or magnitude-oriented (with input-output relationship or related to the size of the office) and indicative of desired results of key events. aisa dc IMPLEMENTING ACTIVITIES these are the specific steps, measures or strategies that will be undertaken by particular officials in a certain office to implement or attain the key events prescribed in the work program. These are to be indicated in the Detailed Work Plans (Annex C 2 ). III. POLICIES AND PROCEDURES In order to attain the foregoing objectives, the following are hereby prescribed relative to the work program, work planning, accomplishment reporting and evaluation process for 1995: A. 1995 Work Programs The Assistant Commissioners (ACIRs), after reviewing the 1994 Work Programs prescribed in RMO No. 50-93, and Work Planning Seminar/Workshop held last November 8 to 10, 1994, have prescribed the following work programs for 1995: cdt PROGRAM RESPONSIBLE ACIR 1. Legal Enforcement Program ACIR, Legal Service 2. Tax Fraud Program ACIR, Intelligence & Invest. Service 3. Personnel Integrity Program ACIR, Intelligence & Invest. Service 4. Accounts Receivable Mgt. Program ACIR, Collection Service 5. Selective Audit Program ACIR, Assessment Service 6. Third Party Information Program ACIR, Assessment Serv. 7. Non-Filer Detection Program ACIR, Perf. Mon. Serv. 8. Stop-Filer Identification Program ACIR, Info. Sys. Oper. Service (ISOS) 9. TIN Issuance Program ACIR, ISOS 10. Returns Processing Program ACIR, ISOS 11. Taxpayer Service & Information Program ACIR, Management and Planning Service 12. Personnel Training Program ACIR, Human Resource Development Service 13. Financial and Administrative Service ACIR, Financial and Admin. Service Improvement Program 14. National Office Staff Service Program All ACIRs The details of these aforementioned work programs and the allocation of the annual performance measures to the regional offices are prescribed in Annexes A 1 to A 14 and B 1 to B 2 , respectively. B. Preparation and Submission of the 1995 Work Plan 1. By Regional Division Chiefs and Revenue District Officers and consolidation by the Regional Directors The minimum annual performance measures prescribed in Annexes B 1 to B 2 shall have to be allocated by the Regional Directors to their respective Regional Divisions and/or Revenue District Offices. Upon allocation, the Regional Division Chiefs and Revenue District Officers in consultation with their staff, shall prepare the: (1) 1995 General Work Plan (Annex C 1 ) and (2) 1995 Detailed Work Plan (Annex C 2 ) for each of the Work Program which has been determined to be applicable for the particular office, as specified in the portion "offices to prepare work plans for the program" (refer to Annexes A 1 to A 14 ). Said Work Plans shall be submitted to the respective Regional Director not later than November 30, 1994 . Two copies each of the 1995 General Work Plan and Detailed Work Plan are to be prepared and distributed as follows: Original - Regional Director Duplicate - File Copy The Regional Directors shall then consolidate their divisions' and revenue district offices' 1995 General Work Plans (Annex C 1 ) for each work program and submit such consolidation (using Annex C 1 ) to the Assistant Commissioner concerned not later than December 5, 1994 . Two copies of the consolidated 1995 General Work Plans are to be prepared and distributed as follows: cd Original - ACIR responsible for the work program(s) Duplicate - File copy Thereafter, each Assistant Commissioner shall consolidate the Regional Offices' 1995 General Work Plans (Annex C 1 ) for the Work Program(s) formulated and submit such consolidation using (Annex C 1 ) not later than December 9, 1994 . Two copies each of the 1995 General Work Plans are to be prepared and distributed as follows: Original - Chief, Planning Division Duplicate - File Copy The Chief, Planning Division shall then summarize the Work Plans for 1995 and furnish the summary to the Commissioner, Deputy Commissioners and Assistant Commissioner, Management and Planning Service (MPS) not later than December 15, 1994 . 2. By National Office Division Chiefs and consolidation by the Assistant Commissioner The Division Chiefs in the National Office, in consultation with their staff shall prepare the following: 1. 1995 General Work Plan 2. 1995 Detailed Work Plan for the Work Program(s) prescribed by the respective Assistant Commissioner. Said work plans shall be submitted to the respective Assistant Commissioner not later than December 5, 1994 . The Assistant Commissioners shall then consolidate their divisions 1995 General Work Plans (Annex C 1 ) and submit such consolidation to the Chief, Planning Division not later than December 9, 1994 . casia The Chief, Planning Division shall then summarize the Work Plans for 1995 and furnish this summary to the Commissioner, Deputy Commissioners and Assistant Commissioner-Management and Planning Service not later than December 15, 1994 . C. Preparation and Submission of the Monthly Accomplishment Report on Work Plans The Monthly Accomplishment Report on Work Plans (Annex D) shall be prepared in duplicate by the specified officials in first column below. The original copy shall be submitted to the specified officials in the second column not later than the fourth day of each month . Prepared By Submitted To National Office Assistant Commissioner Division Chief concerned Regional Division Regional Director Chief Revenue District Regional Director Officers The Regional Director shall then consolidate the regional divisions' and revenue district offices' Monthly Accomplishment Reports on Work Plans for each work program and submit such consolidation (using Annex D) to the Assistant Commissioner concerned not later than the seventh day of each month . Two copies of these consolidated report shall be prepared and distributed as follows: cdt Original - Assistant Commissioner Responsible for Work Program Duplicate - File Copy Thereafter, the Assistant Commissioner shall consolidate the Monthly Accomplishment Reports on Work Plans submitted by the Regional Directors and their respective National Division Chiefs and submit such consolidation (using Annex D) to the Chief, Planning Division not later than the tenth day of each month . The Chief, Planning Division shall then summarize these accomplishment reports and submit the BIR accomplishment report to the Commissioner thru channels, not later than the fifteenth day of each month . Said BIR report is to be submitted to the Secretary of Finance and other specified officials. D. Evaluation and Feedback It is the policy that the performance of offices shall be evaluated by considering the results of attainment of the performance measures for the key events prescribed in the various Work Programs and Work Plans. This evaluation shall encompass several aspects of tax administration and shall not merely be limited only to the traditional basis of attainment of tax collection goals. On the basis of the Monthly Accomplishment Reports on Work Plans submitted by the Regional Directors, where the individual accomplishments of the RDO/Regional Division are reflected, the Assistant Commissioner shall evaluate and give feedback to the Commissioner, Deputy Commissioners and Regional Directors regarding the performance of different offices on the particular Work Programs. Likewise, the Assistant Commissioner shall evaluate the performance of the division chiefs under his service based on the key events and performance measure relevant to its functions. Feedbacks shall have to be made for this purpose. A Revenue Memorandum Order shall be issued to prescribe the procedures to implement this evaluation and feedback system. acd E. Illustrative Examples Refer to Annexes E 1 to E 4 for examples on the accomplishment of the Work Programs, General Work Plan, Detailed Work Plan and Monthly Accomplishment Reports on Work Plans. IV. DOCUMENTATION OF ACCOMPLISHMENT In order to properly implement the procedures prescribed in this order, the Assistant Commissioners concerned shall have to prepare the necessary revenue issuances to prescribe the documentation which would support or give evidence on the attainment or accomplishments of key events and performance measures indicated in their particular Work Program(s). V. REPEALING CLAUSE This Order supersedes Revenue Memorandum Order Nos. 50-93 and 33-94 dated October 28, 1993 and April 20, 1994, respectively, and all other issuances or portions thereof inconsistent herewith. VI. EFFECTIVITY This Order takes effect immediately and shall apply to the 1995 Work Planning process. VICTOR A. DEOFERIO, JR. Acting Commissioner of Internal Revenue ANNEX A 1 LEGAL ENFORCEMENT PROGRAM FOR 1995 MINIMUM ANNUAL KEY EVENTS PERFORMANCE MEASURE 1. Prepare rulings with established 1. No. of rulings issued must be precedents on administrative at least 80% of no. of queries interpretation of internal revenue received laws, tax treaties and other laws related thereto. 2. Prepare decisions on contested tax 2. No. of tax cases decided must cases involving purely factual be at least 80% of no. of tax questions. cases received 3. File civil cases for collection of 3. No. of civil cases filed with tax. the Prosecutor's Office must be at least 80% of the no. of cases referred to the Legal Division 4. File criminal complaints for penal 4. No. of criminal cases filed violations of the Tax Code. with Department of Justice must be at least 80% of the cases received by the Legal Division 5. Process claims for tax refund/ 5. No. of tax refund/credit completed must be at least 80% of no. of claims received 6. Prepare decisions on administrative 6. No. of administrative cases cases involving light offenses as decided must be at least 80% defined by Civil Service Commission of number of cases received rules and regulations. by the Legal Division OFFICES TO PREPARE WORK PLANS FOR THE PROGRAM: Legal Division of the Regional Offices ANNEX A 2 TAX FRAUD PROGRAM FOR 1995 MINIMUM ANNUAL KEY EVENTS PERFORMANCE MEASURE 1. Develop and submit tax fraud cases 1. Number of tax fraud cases to Legal Division for criminal referred for criminal prosecution prosecution Formula: For SID 1a At least 70% of the investigation conducted must be recommended for criminal prosecution to Legal Division 1b At least 80% of cases recommended must be accepted by Legal Division for referral to Department of Justice. Formula: For RDOs At least one tax fraud case must be referred to the Legal Division for every 3,000 taxpayers (engaged in business) registered per ISOS records as of October 31, 1994. 2. Close business establishments for 2. Number of business violation of VAT and excise tax establishments closed. codal provisions Formula: For SID At least 25 cases For RDOs At least one business establishment must be closed for every 2,000 taxpayers (engaged in business) registered per ISOS records as of Oct. 31, 1994 3. Apprehend violators for non-issuance 3. Number of apprehensions of invoices/unauthorized use of cash made register machines Formula: At least one violator must be apprehended for every 1,000 1,000 taxpayer (engaged in business) business) registered per ISOS records ISOS records as of Oct. 31, 1994 OFFICES TO PREPARE WORK PLANS FOR THE PROGRAM: Revenue District Offices, Special Investigation Division ANNEX A 3 PERSONNEL INTEGRITY PROGRAM FOR 1995 MINIMUM ANNUAL KEY EVENTS PERFORMANCE MEASURE 1. Forward to Legal Division 1. At least 90% of complaints/ administrative cases filed against erring denunciations must be personnel involving light offenses investigated and concluded. 2. At least 80% of cases investigated must be issued formal charges 2. Recommend closing of administrative 2. At least 95% of cases cases found without prima facie recommended for closing must evidence. be approved OFFICES TO PREPARE WORK PLANS FOR THE PROGRAM: Special Investigation Division of the Regional Offices ANNEX A 4 ACCOUNTS RECEIVABLE MANAGEMENT PROGRAM FOR 1995 MINIMUM ANNUAL KEY EVENTS PERFORMANCE MEASURE 1. Reconcile, analyze and classify 1. Must be completed by January accounts receivables/dockets in 31, 1995 possession as of December 31, 1994 2. Collect accounts receivable 2. At least 40% of collectible classified as collectible in Number 1 accounts receivable must be collected. 3. Collect current accounts receivable 3. At least 75% of the amount of (those assessed in 1995) accounts receivable must be collected. OFFICES TO PREPARE WORK PLANS FOR THE PROGRAM: KEY EVENT 1 TO 3 - REVENUE DISTRICT OFFICES 1 - Collection Division ANNEX A 5 SELECTIVE AUDIT PROGRAM FOR 1995 MINIMUM ANNUAL KEY EVENTS PERFORMANCE MEASURE 1. Perform quality audit 1a Number of reports of investigation/audit approved by the Assessment Division must be at least 80% of the reports forwarded to said Division. 1b Audit must result in deficiency tax assessments and/or collections amounting to a certain level to be prescribed by Assessment Service. 2. Apply strictly and consistently the 2. Full compliance with audit policies for 1995 approved audit plan and/or policies to be prescribed for 1995 by Assessment Service. 3. Audit cases involving claims for tax 3. At least 80% of these claims credit and/or tax refund must be completed. 4. Perform quality review of reports of 4. Number of reports of investigation/audit investigation/audit approved by the Assessment Division must be at least 90% accurate per standards to be prescribed by the Assessment Division. OFFICES TO PREPARE WORK PLANS FOR THE PROGRAM: REVENUE DISTRICT OFFICE (KEY EVENTS # 1, 2, 3) ASSESSMENT DIVISION (KEY EVENT # 4) ANNEX A 6 THIRD PARTY INFORMATION PROGRAM FOR 1995 MINIMUM ANNUAL KEY EVENTS PERFORMANCE MEASURE 1. Identify and submit to the Assessment 1. Number of potential source Service potential source of Third of information submitted must Party Information be at least 3 for each quarter. 2. Complete verification/audit of third 2. Completion of verification/ party information received from the audit must be within 120 days Assessment Service from receipt of information. OFFICES TO PREPARE WORK PLANS FOR THE PROGRAM: REVENUE DISTRICT OFFICE ANNEX A 7 NON-FILER DETECTION PROGRAM FOR 1995 MINIMUM ANNUAL KEY EVENTS PERFORMANCE MEASURE 1. Increase the number of registered 1. Increase in the number of taxpayers engaged in business registered taxpayers engaged in business Formula: Increase equivalent to at least 5% of the number of taxpayers registered per ISOS records as of October 31, 1994 2. Collect additional taxes 2. Tax collections attributed to from these registered taxpayers the new taxpayers registered Formula: Amount of taxes collected from the additional registered taxpayers engaged in business must be equivalent to at least 5% of 1994 tax collections as of September 30, 1994 OFFICES TO PREPARE WORK PLANS FOR THE PROGRAM: Revenue District Officers ANNEX A 8 STOP FILER IDENTIFICATION PROGRAM FOR 1995 MINIMUM ANNUAL KEY EVENTS PERFORMANCE MEASURE 1. Validate and correct case of 1. Within 2 months from receipt multiple TINs of taxpayers listed by of list from ISOS, results of ISOS as of December 31, 1994 validation of these cases must be returned to ISOS. 2. Submit results of verification of 2. Within 2 months from date of stop-filer lists to ISOS receipt from ISOS, the results of verification must be forwarded to ISOS. OFFICES TO PREPARE WORK PLANS FOR THE PROGRAM: REVENUE DISTRICT OFFICES ANNEX A 9 TIN ISSUANCE PROGRAM FOR 1995 MINIMUM ANNUAL KEY EVENTS PERFORMANCE MEASURE 1. Clean the TIN database 1. Within 2 weeks from receipt of error list from ISOS, cleaned list must be returned to ISOS. 2. Issue TIN card to applicant 2a Within 2 days from receipt of application from taxpayers, TIN must be issued. 2b Within 1 week from receipt of application from taxpayers, list of TIN issuance must be forwarded to ISOS. 3. Issue Certificate of Registration 3. Within 2 days from receipt of to taxpayers engaged in business application from taxpayers, (BIR Form No. 1556) Certificate of Registration must be issued. OFFICES TO PREPARE WORK PLANS FOR THE PROGRAM: REVENUE DISTRICT OFFICES ANNEX A 10 RETURNS PROCESSING PROGRAM FOR 1995 MINIMUM ANNUAL KEY EVENTS PERFORMANCE MEASURE 1. Process tax returns filed directly 1a Within 30 calendar days from with RDOs receipt of the returns from taxpayers, tax returns must be forwarded to ISOS. 1b At least 90% accuracy of batch sheets prepared by RDOs 2. Pre-audit 1701A and 1701C 2. Within 5 days from receipt of refundable returns tax returns from taxpayers, the pre-audit must be completed and forwarded. OFFICES TO PREPARE WORK PLANS FOR THE PROGRAM: REVENUE DISTRICT OFFICES ANNEX A 11 TAX SERVICE AND INFORMATION PROGRAM FOR 1995 MINIMUM ANNUAL KEY EVENTS PERFORMANCE MEASURE 1. Conduct seminars for and dialogues 1. Number of seminars/dialogues with taxpayers conducted Formula: a) At least one seminar/dialogue must be conducted for every 2,000 taxpayers registered per ISOS records as of October 31, 1994 b) Minimum of at least 20 participants per seminar 2. Conduct Tri-Media Information 2. Number of Press Releases/ Campaign Radio-TV appearances Formula: At least one Press Release/Radio- TV appearance must be conducted for every 2,500 taxpayers registered per ISOS records as of October 31, 1994 3. Distribute/Post information materials 3. Number of information i.e. primers, posters, leaflets, materials distributed streamers, mailers, etc. Formula: No. of registered taxpayers 20 4. Establish Mobile Taxpayer 4. Number of Mobile Centers Assistance/Tax Forms Distribution established Centers Formula: a) At least one mobile center must be established for every 8,000 registered taxpayers per ISOS records as of October 31, 1994 b) No. of hours of service rendered by center (160 hrs. /center) 5. Maintain satisfactory level of 5. Satisfaction rating indicated assistance in the taxpayer service in the taxpayer perception counters survey Formula: At least an average of 80% satisfaction rating in the taxpayer perception survey must be attained 6. Undertake "special events/activities" 6. Number of special events organized on taxpayer service/information matters i.e. tax quiz, exhibits motorcade, enlistment of volunteer Formula: groups to assist in tax campaign, etc. At least one special event must be organized for every 10,000 registered taxpayers per ISOS records as of October 31, 1994 7. Coordinate with Accredited Agent 7. Number of meetings with banks to effectively implement the AABs New Payment Control System (NPCs) Formula: At least 2 meetings for each AAB must be conducted OFFICES TO PREPARE WORK PLANS FOR THE PROGRAM: REGIONAL OFFICES REVENUE DISTRICT OFFICES ANNEX A 12 PERSONNEL TRAINING PROGRAM FOR 1995 MINIMUM ANNUAL KEY EVENTS PERFORMANCE MEASURE 1. Involve staff to be trained as 1. Number of staff trained as trainors in seminars conducted by trainors. the National Office. Formula: Each RDO must have at least 4 personnel trained and the regional office must have at least 3 personnel trained 2. Conduct training courses for 2. At least 85% of concerned regional/district office personnel staff must be trained for the following functional groups: (a) Assessment (b) Collection (c) Tax Fraud Investigation (d) Taxpayers Service and Information OFFICES TO PREPARE WORK PLANS FOR THE PROGRAM: Assessment Division,Collection Division,Special Investigation Div. Revenue District Offices ANNEX A 13 FINANCIAL AND ADMINISTRATIVE SERVICES IMPROVEMENT PROGRAM FOR 1995 MINIMUM ANNUAL KEY EVENTS PERFORMANCE MEASURE 1. Settle money claims 1. Disbursement vouchers and tax refund payrolls received must be paid within 5 days after receipt. 2. Attain the annual preventive 2. Attainment of plan must be at maintenance plan and schedule least 90%. 3. Submit budget proposals for 1996 3. Budget proposals must be submitted not later than February 15, 1995. 4. Dispose unserviceable property, 4. Disposal of all items listed obsolete accountable forms and obsolete as of December valueless records 31, 1994, by April 30, 1995. OFFICES TO PREPARE WORK PLANS FOR THE PROGRAM: KEY EVENT 1. Finance Division 2. Administrative Division and RDOs 3. Finance Division and RDOs 4. Administrative Division ANNEX A 14 NATIONAL OFFICE STAFF SERVICE PROGRAM FOR 1995 MINIMUM ANNUAL KEY EVENTS PERFORMANCE MEASURE NOTE : To be prescribed by the Assistant Commissioners for each of their divisions in the National Office OFFICES TO PREPARE WORK PLANS FOR THE PROGRAM: National Office Divisions ANNEX B 1 ALLOCATION OF ANNUAL PERFORMANCE MEASURES BY REGIONAL OFFICES 1 9 9 5 PROGRAM/KEY EVENT RR 1 RR 2 RR 3 RR 4 RR 5 RR 6 RR 7 RR 8 RR 9 A. TAX FRAUD PROGRAM 1. Develop and submit 17 7 10 24 35 48 72 55 30 tax fraud cases to Legal Division for criminal prosecution 2. Close business 26 10 15 37 52 72 107 82 44 establishments for violation of VAT and excise tax codal provisions 3. Apprehend violators 51 21 30 73 104 143 215 164 89 for non-issuance of invoices/unauthorized use of cash register machines B. NON-FILER DETECTION PROGRAM 1. Increase the number 2.6 1.0 1.5 3.6 5.2 7.2 10.7 8.2 4.4 of registered taxpayers engaged in business (figures in thousands) 2. Collect additional 37.4 19.2 14.9 177.2 161.2 1.2 1.6 2.3 231.5 taxes from these registered taxpayers (figures in million pesos) cont. . . RR 10 RR 11 RR12 RR 13 RR 14 RR 15 RR 16 RR 17 RR 18 RR 19 13 13 14 18 9 13 17 6 10 18 19 20 21 27 14 20 26 9 16 28 39 39 41 54 27 40 52 17 31 55 1.9 2.0 2.7 1.4 2.0 2.6 0.8 1.6 2.8 0.07 22.3 42.6 57 205 22 16.9 72.1 14.6 23 50.6 NOTE: For the performance measure of the other key events not listed here, refer to Annexes A1 to A14 ANNEX B 2 ALLOCATION OF ANNUAL PERFORMANCE MEASURES BY REGIONAL OFFICES 1 9 9 5 PROGRAM/KEY EVENT RR 1 RR 2 RR 3 RR 4 RR 5 RR 6 RR 7 RR 8 RR 9 C. PERSONNEL TRAINING PROGRAM 1. Involve staff to be 27 27 17 31 23 39 39 35 39 trained as trainors in seminars conducted by the National Office D. TAXPAYER SERVICE AND INFORMATION PROGRAM 1. Conduct seminars for 99 42 53 149 200 268 360 360 196 and dialogues with taxpayers 2. Conduct Tri-media 79 34 43 119 185 214 434 300 157 Information Campaign 3. Distribute/Post 9.93 4.22 5.33 14.89 23.13 26.8 54.3 37.5 19.59 Information materials i.e. primers, posters, leaflets, streamers, mailers, etc. (figures in thousandths) 4. Establish Mobile 25 11 13 37 58 66 135 94 49 Taxpayer Assistance/ Tax Forms Distribution Centers 5. Maintain satisfactory level of assistance in the taxpayer service counters 6. Undertake "special 20 8 11 30 46 54 108 75 39 events/activities" on taxpayer service/ information matters i.e. tax quiz, exhibits, motorcade, enlistment of volunteer groups to assist in tax campaign, etc. 7. Coordinate with 61 23 27 125 143 281 347 231 109 Accredited Agent banks to effectively implement the New Payment Control System (NPCS) cont. . . RR 10 RR 11 RR12 RR 13 RR 14 RR 15 RR 16 RR 17 RR 18 RR 19 31 23 17 23 27 27 27 17 23 17 80 79 86 145 60 68 89 46 69 116 64 63 69 116 48 55 71 36 55 92 8.035 7.893 8.599 14.53 5.967 6.834 8.906 4.554 6.917 11.56 20 20 21 36 15 17 22 11 17 29 16 16 17 27 12 14 18 9 14 23 48 68 54 97 30 37 47 17 40 81 NOTE: For the performance measure of the other key events not listed here, refer to Annexes A1 to A14 ANNEX C 1 1995 General Work Plan 2 1995 Detailed Work Plan ANNEX D Accomplishment Report on Work Plans for the Month of ________________ 1995 ANNEX E 1 TAXPAYER SERVICE AND INFORMATION CAMPAIGN PROGRAM FOR 1995 KEY EVENTS MINIMUM ANNUAL PERFORMANCE MEASURE 1. Conduct tax seminars and dialogues RR No. No. of seminars/ dialogues 1 500 2 200 3 300 - - - - - - 19 450 2. Distribute information materials to taxpayers RR No. No. of Information materials 1 5,000 2 8,000 3 6,000 - - - - - - 19 7,000 3. Conduct tri-media campaign RR No. No. of press release, radio/TV appearances 1 10 2 200 3 350 - - - - - - 19 400 OFFICE(S) TO PREPARE WORK PLANS FOR THE PROGRAM: Revenue District Offices ANNEX E 2 1995 GENERAL WORK PLAN FOR TAXPAYER SERVICE AND INFORMATION CAMPAIGN PROGRAM KEY EVENTS ANNUAL MONTHLY BREAKDOWN OF PERFORMANCE PERFORMANCE MEASURE (if applicable) MEASURE JAN FEB MAR APR MAY JUNE JULY AUG SEPT OCT NOV DEC 1. Conduct No. of seminars seminars and and dialogues dialogues RDO No. 1 200 30 30 30 30 30 20 20 10 - - - - RDO No. 2 150 30 30 30 30 30 - - - - - - - RDO No. 3 150 25 25 25 25 25 25 - - - - - - -- - - - - - - Overall Regional Total 500 85 85 85 85 85 45 20 10 ==== 2. Distribute No. of information information materials to materials taxpayers 1,500 400 350 300 250 100 100 - - - - - - RDO No. 1 2,000 400 400 300 250 250 200 200 - - - - - RDO No. 2 1,500 300 300 250 200 150 150 150 - - - - - -- -- -- -- -- -- -- -- RDO No. 3 5,000 1,100 1,050 850 700 450 450 350 ==== Overall Regional Total 3. Conduct tri- No. of radio/TV media campaign guestings RDO No. 1 30 4 4 4 4 4 5 5 - - - - - RDO No. 2 25 3 3 3 4 4 5 3 - - - - - RDO No. 3 45 5 5 5 6 6 7 5 6 - - - - - - - - - - - - - Overall Regional Total 100 12 12 12 14 14 17 13 6 === FOR THE YEAR 1995, I AM COMMITTING MYSELF TO THE ATTAINMENT OF THE KEY EVENTS AND PERFORMANCE MEASURES, THE SPECIFICATIONS ON THE IMPLEMENT ACTIVITIES OF WHICH ARE REFLECTED IN THE DETAILED WORK PLAN (ANNEX C 2 ). Regional Director A * SIGNATURE OVER PRINTED NAME Revenue Region No. 1 - Baguio City OFFICE NOTE: This shall also be prepared by the concerned Revenue District Officer and/or Regional Division Chiefs and shall be the basis for consolidation by the Regional Director. ANNEX E 3 1995 DETAILED WORK PLAN FOR TAXPAYER SERVICE AND INFORMATION CAMPAIGN PROGRAM KEY EVENTS WITH IMPLEMENTING ACTIVITIES OFFICE/OFFICIAL RESPONSIBLE 1. Conduct seminars and dialogues. a. Prepare and reproduce materials for dissemination Chief, Administrative Section b. Prepare Program/Schedule of Seminars ARDO c. Train/Invite Resource Speakers RDO/ARDO d. Coordinate with the private sectors on the conduct of seminars/dialogues RDO/ARDO 2. Distribute information materials to taxpayers. a. Establish distribution centers ARDO b. Request information materials from the National Office RDO c. Prepare/design information materials for distribution to taxpayers Chief, Administrative Section For the year, 1995, I am committing myself to implementing the activities to attain the key events. Revenue District Officer B SIGNATURE OVER PRINTED NAME RDO 1 - Laoag City OFFICE ANNEX E 4 ACCOMPLISHMENT REPORT ON WORK PLANS FOR THE MONTH OF ____________________ 1995 FOR TAXPAYER ASSISTANCE AND INFORMATION CAMPAIGN PROGRAM KEY EVENTS ACCOMPLISHMENT CUMULATIVE FOR THE MONTH ACCOMPLISHMENT AS OF JANUARY 31, 1995 REMARKS ACTUAL PLANNED ACTUAL PLANNED 1. Conduct seminars No. of No. of No. of No. of Invited resource and dialogues seminars/ seminars/ seminars/ seminars/ speaker were dialogues dialogues dialogues dialogues unavailable RDO No. 1 35 30 35 30 RDO No. 2 28 30 28 30 RDO No. 3 25 25 25 25 - - - - Overall Regional Total 88 85 88 85 2. Distribute No. of No. of No. of No. of Information information information information information information materials materials to materials materials materials materials requested from N.O. still unavailable RDO No. 1 450 400 450 400 RDO No. 2 350 400 350 400 RDO No. 3 300 300 300 300 -- -- -- -- Overall Regional Total 1,100 1,100 1,100 1,100 3. Conduct tri- No, of press No. of press No. of press No. of press media campaign release, release, release, release, radio-TV radio-TV radio-TV radio-TV appearances appearances appearances appearances RDO No. 1 4 4 4 4 RDO No. 2 3 3 3 3 RDO No. 3 5 5 5 5 - - - - Overall Regional Total 12 12 12 12 I ATTEST TO THE ACCURACY OF THE INFORMATION CONTAINED HEREIN. Revenue District Officer A * SIGNATURE OVER PRINTED NAME Revenue Region No. 1 - Baguio City OFFICE *NOTE: This shall also be prepared by the concerned Revenue District Officer and/or Regional Division Chiefs and shall be the basis for consolidation by the Regional Director.