work and financial plan 2008 form

PERFORMANCE CONTRACTPMS Form No. 1 - DC

I, ___________________________________ , _____________________________________________, agree to be rated on the attainment of targets and

I, _______________________________, as the immediate superior, will provide the necessary suuport, guidance and mentoring in theperformance of his/her functions.

Philippines.

Supervising Personnel Specialist Director IV1,360.8 X 3 Staff = 4,082.40

DIVISION WORK AND FINANCIAL PLANKRA # KEY OPES TARGET TOTAL ALLOTED

(Per CSC PERFORMANCE MAJOR FINAL OUTPUT POINTS QUANTITY POINTS BUDGET RESPONSIBLE DATEStrat Plan) INDICATOR (a) (b) ('c) (d) = (b x c) (e) (f)

T O T A L 0 0.00Note: 365 day - 104 (Sat & Sun) - 10 legal holidays - 5 mandatory FL - 3 SPL *8 hrs - 70% = 1,360.8 hours

commitments as specified in our Division Work and Financial Plan for the period JANUARY to DECEMBER, 2008.

IN WITNESS WHEREOF, the parties herein signed this Performance Contract this ______ day of ___________, 2008 in Quezon City,



II. MANAGING SUPPORT Administrative Concerns Division Work and Financial Plan 24 1 24 R. PalumponSERVICES Performance Contract (PMS Form #1) R. Manalo

Office Accomplishment Report 8 1 8 A. Cortez(PMS Form # 3)Performance Review Report 1 2 2(PMS Form # 5)Supplemental Performance Contract 4 1 4(PMS Form # 6)PES Form (Target) 2 2 4PES Form (Accomplishment) 2 2 4

Financial Services Petty Cash Replenishment Report 4 2 8Liquidation report R. Palumpon a. cash advance 4 2 8 R. Manalo Monthly b. travel 1 10 10 A. CortezItinerary of travel 0.5 10 5Petty Cash Voucher 0.05 10 0.5

Information & records Minutes of Meeting (Secretariat Work) 1per page 10 10 R. Palumponmanagement R. Manalo

A. Cortez

Sub-Total 53 87.5T O T A L

Note: 365 day - 104 (Sat & Sun) - 10 legal holidays - 5 mandatory FL - 3 SPL *8 hrs - 70% = 1360.8 hours



II. MANAGING SUPPORT Policy Implementation and OP M.C. 35 Status Report** 24 4 96 500.00SERVICES Customer Service Letter/correspondence** 2

Notice of Visit 0.25 110 27.5 768.00Acknowledgement letters 0.08 50 4Office Order 0.08 12 0.96Cover/Transmittal Letter or Memorandum 0.08 110 8.8Forms/documents printed 0.0033 3000/300 10Grant of Certificate of Accreditation 1 per page(CSCAP Resolutions Level II)Awards Rites Coordinated 40 4 160Mails Dispatched 0.05 80 4

T O T A L 310 215.26GRAND TOTAL 846 4,385.76

Note: 365 day - 104 (Sat & Sun) - 10 legal holidays - 5 mandatory FL - 3 SPL *8 hrs - 50% = 972 hours


performance of his/her functions.

Philippines.

ROLAND D. PALUMPONSupervising Personnel Specialist Director IV



I. PROFESSIONALIZING Policy Implementation and Audit Reports

THE CIVIL SERVICE Monitoring - Comprehensive (CPMA) 25 40 1000 137,000.00 R. Palumpon continuing - Follow-up (PMMEAS) 5 R. Manalo - Special 25 A. Cortez

Personnel Mechanism Evaluation Report 4 9 36 3,750.00 R. Palumpon conitnuingR. ManaloA. Cortez

Personnel Mechanism Monitoring Report 2 200 400 5,000.00 R. Palumpon conitnuingR. ManaloA. Cortez

CSCAP Resolutions 16 10 160 25,000.00 R. Palumpon continuingR. ManaloA. Cortez

I, ROLAND D. PALUMPON, Supervising Personnel Specialist of the Policies and Systems Evaluation Division (PSED), agree to be rated on the attainment of targets andcommitments as specified in our Division Work and Financial Plan for the period JANUARY to JUNE, 2006. I, DIRECTOR LYDIA A. CASTILLO, as the immediate superior, will provide the necessary suuport, guidance and mentoring in the

IN WITNESS WHEROF, the parties herein signed this Performance Contract this ______ day of ___________, 2006 in Quezon City,

LYDIA A. CASTILLO

Technical Assistance -Resource Person Services Topics delivered 1 12 12 6000.00 R. Palumpon

T O T A LNote: 365 day - 104 (Sat & Sun) - 10 legal holidays - 5 mandatory FL - 3 SPL *8 hrs - 50% = 972 hours



II. MANAGING SUPPORT Administrative Concerns Division Work and Financial Plan 24 1 24 R. PalumponSERVICES

Financial Services Liquidation report 8 5 40 R. PalumponR. ManaloA. Cortez

Records Management Division Accomplishment Report 8 6 48 A. Cortez Monthly

Mails dispatched 0.05 150 7.5 1800.00 A. CortezR. Manalo

Information & records Statistical/Generation of Report 8 1 8 R. Manalo Junemanagement

Policy Implementation and OP MC 35 Status Report 24 1 24 A. Cortez JuneMonitoring

III. IMPROVING PUBLIC Customer Service Memorandum/LetterSERVICE DELIVERY -simple 1 R. Palumpon continuing - Mailing -medium 4 R. Manalo

-complex 8 A. Cortez




III. IMPROVING PUBLIC Customer Service

SERVICE DELIVERY -Walk-in clients Customer Action Sheet R. Palumpon continuing -Easy 0.08 13 1.04 R. Manalo -Medium 0.5 13 6.5 A. Cortez -Difficult 1

-Phone-in and text clients Output tracking slip R. Palumpon continuing

-Easy 0.08 13 1.04 R. Manalo -Medium 0.5 13 6.5 A. Cortez -Difficult 1

Policy/Implementation/ Opinion Papers R. Palumpon continuingInterpretation/Monitoring/ -Simple 5 R. ManaloReview -Difficult 10 A. Cortez



performance of his/her functions.

Philippines.

ROLAND D. PALUMPONSupervising Personnel Specialist Director IV



I. PROFESSIONALIZING Policy Implementation and Audit Reports

THE CIVIL SERVICE Monitoring - Comprehensive (CPMA) 25 40 1000 137,000.00 R. Palumpon continuing - Follow-up (PMMEAS) 5 9 45 R. Manalo - Special 25 A. Cortez

Personnel Mechanism Evaluation Report 4 9 36 3,750.00 R. Palumpon conitnuingR. ManaloA. Cortez

Personnel Mechanism Monitoring Report 2 200 400 5,000.00 R. Palumpon conitnuingR. ManaloA. Cortez

I, ROLAND D. PALUMPON, Supervising Personnel Specialist of the Policies and Systems Evaluation Division (PSED), agree to be rated on the attainment of targets andcommitments as specified in our Division Work and Financial Plan for the period JULY to DECEMBER, 2006. I, DIRECTOR LYDIA A. CASTILLO, as the immediate superior, will provide the necessary suuport, guidance and mentoring in the

IN WITNESS WHEROF, the parties herein signed this Performance Contract this ______ day of ___________, 2006 in Quezon City,

LYDIA A. CASTILLO

CSCAP Resolutions 16 10 160 25,000.00 R. Palumpon continuingR. ManaloA. Cortez

Technical Assistance -Resource Person Services Topics delivered 1 12 12 6,000.00 R. Palumpon





Financial Services Liquidation report 8 5 40 R. PalumponR. ManaloA. Cortez

Records Management Division Accomplishment Report 8 6 48 A. Cortez Monthly

Mails dispatched 0.05 150 7.5 1800.00 A. CortezR. Manalo

Information & records Statistical/Generation of Report 8 2 8 R. Palumpon Decembermanagement R. Manalo

Policy Implementation and OP MC 35 Status Report 24 1 24 A. Cortez DecemberMonitoring

III. IMPROVING PUBLIC Customer Service Memorandum/LetterSERVICE DELIVERY -simple 1 R. Palumpon continuing - Mailing -medium 4 R. Manalo

-complex 8 A. Cortez

T O T A L

Note: 365 day - 104 (Sat & Sun) - 10 legal holidays - 5 mandatory FL - 3 SPL *8 hrs - 50% = 972 hours



III. IMPROVING PUBLIC Customer Service

SERVICE DELIVERY -Walk-in clients Customer Action Sheet R. Palumpon continuing -Easy 0.08 12 0.96 R. Manalo -Medium 0.5 12 6 A. Cortez -Difficult 1

-Phone-in and text clients Output tracking slip R. Palumpon continuing

-Easy 0.08 12 0.96 R. Manalo -Medium 0.5 12 6 A. Cortez -Difficult 1

Policy/Implementation/ Opinion Papers R. Palumpon continuingInterpretation/Monitoring/ -Simple 5 R. ManaloReview -Difficult 10 A. Cortez





Financial Services Voucher Issue/preparation 0.5 10 5 A. CortezLiquidation report R. Palumpon a. cash advance 8 2 16 R. Manalo b. travel 1 10 10 A. Cortez

Records Management Division Accomplishment Report 8 12 96 500.00 A. Cortez Monthly

Information & records Minutes of Meeting (Secretariat Work) 16 2 32 R. Palumpon continuingmanagement R. Manalo

A. CortezParticipation to committee meetings 1 2 2

Policy Implementation and OP M.C. 35 Status Report** 24 500.00 A. Cortez June &Monitoring December

III. IMPROVING PUBLIC Customer Service Letter/correspondence** 4SERVICE DELIVERY Notice of Visit 0.25 80 64 768.00

Grant of Certificate of Accreditation (CSCAP Resolutions) 16Mails Dispatched 0.05 80 4

Sub-Total 119 253

T O T A L 842 4517Note: 365 day - 104 (Sat & Sun) - 10 legal holidays - 5 mandatory FL - 3 SPL *8 hrs - 70% = 1360.8 hours

PERFORMANCE MONITORING FORMPMS Form No. 2

Name of Division/Office _______________Division Chief _______________________Number of Personnel in the Division (incl. DC)

Mechanism/sActivity Meeting Memo Others Remarks

One-in-One Group (Pls. Specify)

Monitoring

Coaching

Please indicate the date in the appropriate box when the monitoring was conducted

Conducted by: Date Noted by: Date:

Immediate Superior Head of Office

Q U A R T E R

2nd

4th

3rd

1st

Q U A R T E R

PERFORMANCE CONTRACTPMS Form No. 1 - HO

We commit to provide the necessary support, guidance and mentoring to the Division/Unit Heads in __________________________________________________________________________ Office in order to attain the targets and commitments specified in our Office Work and Financial Plan for the period _____________ to __________________, 2006.

___________________________ ___________________________ Director III/Director IV Director IV/Assistant Commissioner




ACCOMPLISHMENT FORMPMS Form No. 3

s

a 1st em

2nd

MAJOR FINAL OUTPUT PERFORMANCE OPESINDICATOR POINTS TARGET ACCOMPLISHMENT BUDGET

Quantity Points Quantity Points Alloted Estimated REMARKSBudget Expenses Balance

(a) (b) ('c) (d) (e)=(c x d) (f) (g) = (c x f) (h) (i) (j) =(h-i) (k)Policy Implementation

Audit Reports and Monitoring - Comprehensive (CPMA) 25 40 1000 52 1300 137,000.00 - Follow-up (PMMEAS) 5 - Special 25

Personnel Mechanism Evaluation Report 4 9 36 20 80 3,750.00

Personnel Mechanism Monitoring Report 2 200 400 298 596 5,000.00

CSCAP Resolutions 16 10 160 7 112 25,000.00 7 agencies w/ approvedCSCAP Res.8 agencies are recommended

Technical Assistance for accreditationTopics delivered -Resource Person Services 1 12 hr 12 24 24 6000.00Sub-total 271 1608 401 2112Prepared by: Discussed with: Noted by:

ROLAND D. PALUMPON LYDIA A. CASTILLO LYDIA A. CASTILLO

3 x 972 =2916/2 = 1458

Name of Division/Office: Policies and Systems Evaluation Division (PSED)

Division Chief : ROLAND D. PALUMPONNumber of Personnel in the Division (incl. DC) 3

Supervising Personnel Specialist Director IV Director IV

ACCOMPLISHMENT FORMPMS Form No. 3



(a) (b) ('c) (d) (e)=(c x d) (f) (g) = (c x f) (h) (i) (j) =(h-i) (k)Division Work and Financial Plan Administrative Concerns 24 1 24 1 24Reproduction of Documents 1 per 300 500 1.667 2080 6.9334

pagesLiquidation report Financial Services 8 5 40 5 40

Division Accomplishment Report Records Management 8 6 48 6 48

Mails dispatched 0.05 150 7.5 193 9.65 1800.00

Statistical/Generation of Report Information & records 8 1 8 2 16management

OP MC 35 Status Report Policy implementation 24 1 24 1 1and monitoring

Memorandum/Letter Customer Service -simple 1 2 2 -medium 4 5 20 -complex 8 5 40

Sub-total 664 153.167 2300 207.5834Prepared by: Discussed with: Noted by:





(a) (b) ('c) (d) (e)=(c x d) (f) (g) = (c x f) (h) (i) (j) =(h-i) (k)

Customer ServiceCustomer Action Sheet -Walk-in clients -Easy 0.08 13 1.04 10 0.8 -Medium 0.5 13 6.5 -Difficult 1Output tracking slip -Phone-in and text -Easy clients 0.08 13 1.04 13 1.04 -Medium 0.5 13 6.5 -Difficult 1Opinion Papers Policy/Implementation/ -Simple Interpretation/Monitoring/ 5 -Difficult Review 10

Sub-total 52 15.08 23 1.84GRAND TOTAL 987 1775.667 2724 2321.4234Prepared by: Discussed with: Noted by:


PERFORMANCE REVIEW REPORT Rating Period:________________PMS Form No. 5

Ratee Position Rater Position

I. MANAGERIAL COMPETENCY (20%) Rating1. Managerial of Work Establish course of action for self and others to accomplish specific goals: plan and execute proper work distribution Set appropriate work standards and establish systems/ procedures to monitor delegated assignments/projects; Troubleshoot: make prompt and sound decisions. 2. Management of People Promote employee development Observe fairness and impartiality, and maintain discipline

Lead, guide and motivate individual or group towards task completion

3. Management of Resources Allocate resources appropriately, utilize funds effeciently

TOTAL POINT SCORE ( 1+2+3)AVERAGE POINT SCORE (TPS/3)

20% EQUIVALENT RATING (APS X .20)

II. TECHNICAL OUTPUTS (80%) TOTAL OPES POINTS EARNED FOR THE YEAR

EQUIVALENT RATING (Please refer to Rating Scale) 80% EQUIVALENT RATING (ER X.80)

FINAL RATING Adjectival Numerical

rewards, developmental needs, promotional potential, strengths and weaknesses,and changes in target schedules, etc.)

Ratee Rater Approved by:

Division Chief Immeidate Supervisor Head of Office

Comments/Recommendations/Justifications (may include appropriate recognition/

SUPPLEMENTAL PERFORMANCE CONTRACTPMS Form No. 6

The undersigned agree to add the following output(s) contained in Table 1 to the performancecontract of ______(Division Chief)_________ for the rating period_________:

Table 1. ADDITIONAL OUTPUT(S)

ADDITIONAL MAJOR FINAL OUTPUT(S) OPES Points

Output #1

Output#2

The said additional task is being accomodated in lieu of the output(s) found in Table 2:

(Note: Table 2 will only be filled-up in case accomplishment of a previously targeted output will be replaced or deferred.)

Table 2. REPLACED OUTPUT(S)OPES

EXPECTED MAJOR FINAL OUTPUTSPoints

Output # 1

Output # 2Action on deferred/postponed indefinitelythe replaced to be incorporated in the next rating cycleoutput(s) withdrawn/dropped

transferred to Division _______

The expected output and performance standard agreed upon in the original contract shallbe adjusted as follows:

Table 3. ADJUSTED PERFORMANCE CONTRACTOPES

EXPECTED MAJOR FINAL OUTPUTSPointsOutput # 1Output # 2Output # 3Output # 4

IN WITNESS WHEREOF, the parties herein sign this Supplemental PerformanceContract this _____ day of _______, 2006, Quezon City, Philippines.

Division Chief Immediate Superior Head of Office

SITUATIONER REPORT

DIVISION:TOTAL NO. OF STAFF/POSITION(Name and Position)

2005 ACCOMPLISHMENTS

FUNCTION TARGETTED ACCOMPLISHED

TARGETS for JANUARY to JUNE 2006

ACCOMPLISHMENTS as of March 2006

Division

ISSUES/CONCERNS RECOMMENDATION AGREEMENTS REMARKS

SITUATIONER REPORT

DIVISION: Policies and Systems Evaluation DivisionTOTAL NO. OF STAFF/POSITION: 3(Name and Position)

ROLAND D. PALUMPON - Supervising Personnel Specialist RODOLFO M. MANALO - Senior Personnel Specialist

ALAN J. CORTEZ - Personnel Specialist II

Note: From Jan. 1, 2005 to February 28, 2006, PSED has four staff. From March 1, 2006 to present PSED has 3 staff


FUNCTION TARGETTED ACCOMPLISHED

-Comprehensive (CPMA) 1 25 Note:PMAAP-CPMA started on August 12, 2005 only - Follow-up (PMMEAS) 400 Regular Audit: 483 -FUA-PAA 146 -FUA-PACA 167 -FUA-LA 170

- Special (STAMPS) 25 Special Audits: 193 -SAMEA 1 -AMEA 28 -PRMA 164

Conduct of Audit:


FUNCTION TARGETTED ACCOMPLISHED Evaluation of Personnel 25 75 Mechanism

Monitoring of Personnel Mechanisms 400 1020

Generation of Reports 3 3

Accreditation of Agency 20 19

TARGETS for JANUARY to JUNE 2006

Conduct of Audit - Comprehensive (CPMA) 40 - Follow-up (PMMEAS) - Special (STAMPS)

Evaluation of Personnel Mechanism 9

Monitoring of Personnel Mechanism 200

Generation of Reports 1

Accreditation of Agency 10

ACCOMPLISHMENTS as of March 2006

Conduct of Audit - Comprehensive (CPMA) 37 - Follow-up (PMMEAS) - Special (STAMPS)

Evaluation of Personnel Mechanism 8

Monitoring of Personnel Mechanism 232

Generation of Reports 1

Accreditation of Agency 7

Division

ISSUES/CONCERNS RECOMMENDATION AGREEMENTS REMARKS