Work and Financial Plan 2008 New Points

8/8/2019 Work and Financial Plan 2008 New Points

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PERFORMANCE CONTRACT

PMS Form No. 1 - DC

performance of his/her functions.

Philippines.

ROLAND D. PALUMPON

Supervising Personnel Specialist Director IV

1,360.8 X 3 Staff = 4,082.40

DIVISION WORK AND FINANCIAL PLAN

KRA # KEY OPES TARGET TOTAL ALLO(Per CSC PERFORMANCE MAJOR FINAL OUTPUT POINTS QUANTITY POINTS BUDG

Strat Plan) INDICATOR (a) (b) ('c) (d) = (b x c) (e

I. PROFESSIONALIZING Policy Implementation and Final Narrative Reports 24

THE CIVIL SERVICE Monitoring - Comprehensive (CPMA) 110 2,640.00 324,00

- Follow-up (PMMEAS)

- Special (STAMPS)

Agency Scanning Report 8 110 880

Agency Report Card 0.5 110 55

Agency Capability Evaluation Card 4 110 440PMAAP Yearly Comparative Report 8 1 8

Personnel Mechanism Evaluation Report 2 18 36 7,500

Technical Assistance

-Resource Person Services Topics delivered 1 24 24 4,400

T O T A L 483 4 083 00

I, ROLAND D. PALUMPON, Supervising Personnel Specialist of the Policies and Systems Evaluation Division (PSED), agree to be rated on

commitments as specified in our Division Work and Financial Plan for the period JANUARY to DECEMBER, 2008.I, DIRECTOR LYDIA A. CASTILLO, as the immediate superior, will provide the necessary suuport, guidance and mentoring in the

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

LYDIA A. CASTILLO


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T O T A L 483 4 083 00

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


KRA # KEY OPES TARGET TOTAL ALLO(Per CSC PERFORMANCE MAJOR FINAL OUTPUT POINTS QUANTITY POINTS BUDG


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

SERVICES Performance Contract (PMS Form #1)

Office Accomplishment Report 8 1 8

(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 4

PES Form (Accomplishment) 2 2 4

Financial Services Petty Cash Replenishment Report 4 2 8

Liquidation report

a. cash advance 4 2 8

b. travel 1 10 10

Itinerary of travel 0.5 10 5

Petty Cash Voucher 0.05 10 0.5

Information & records Minutes of Meeting (Secretariat Work) 1per page 10 10

management

Sub-Total 53 87.5

T O T A L

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


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KRA # KEY OPES TARGET TOTAL ALLO

(Per CSC PERFORMANCE MAJOR FINAL OUTPUT POINTS QUANTITY POINTS BUD


II. MANAGING SUPPORT Policy Implementation and OP M.C. 35 Status Report** 24 4 96 500

SERVICES Customer Service Letter/correspondence** 2

Notice of Visit 0.25 110 27.5 768

Acknowledgement letters 0.08 50 4

Office Order 0.08 12 0.96Cover/Transmittal Letter or Memorandum 0.08 110 8.8

Forms/documents printed 0 3000/300 10

Grant of Certificate of Accreditation 1 per page

(CSCAP Resolutions Level II)

Awards Rites Coordinated 40 4 160

Mails Dispatched 0.05 80 4

T O T A L 310 215.26

GRAND TOTAL 846 4,385.76

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


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PMS Form No. 1 - DC


Philippines.

ROLAND D. PALUMPON

Supervising Personnel Specialist Director IV



(Per CSC PERFORMANCE MAJOR FINAL OUTPUT POINTS QUANTITY POINTS BUDG

Strat Plan) INDICATOR (a) (b) ('c) (d) = (b x c) (eI. PROFESSIONALIZING Policy Implementation and Audit Reports

THE CIVIL SERVICE Monitoring - Comprehensive (CPMA) 25 40 1000 137,00

- Follow-up (PMMEAS) 5

- Special 25


Personnel Mechanism Monitoring Report 2 200 400 5,000


commitments 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


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CSCAP Resolutions 16 10 160 25,00

Technical Assistance-Resource Person Services Topics delivered 1 12 12 6

T O T A L





Strat Plan) INDICATOR (a) (b) ('c) (d) = (b x c) (eII. MANAGING SUPPORT Administrative Concerns Division Work and Financial Plan 24 1 24

SERVICES

Financial Services Liquidation report 8 5 40

Records Management Division Accomplishment Report 8 6 48

Mails dispatched 0.05 150 7.5 1800

Information & records Statistical/Generation of Report 8 1 8

management

Policy Implementation and OP MC 35 Status Report 24 1 24

Monitoring

III. IMPROVING PUBLIC Customer Service Memorandum/Letter

SERVICE DELIVERY -simple 1

- Mailing -medium 4

complex 8


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T O T A L



KRA # KEY OPES TARGET TOTAL ALLOT(Per CSC PERFORMANCE MAJOR FINAL OUTPUT POINTS QUANTITY POINTS BUDG

Strat Plan) INDICATOR (a) (b) ('c) (d) = (b x c) (e)

III. IMPROVING PUBLIC Customer Service

SERVICE DELIVERY -Walk-in clients Customer Action Sheet

-Easy 0.08 13 1.04

-Medium 0.5 13 6.5

-Difficult 1

-Phone-in and text clients Output tracking slip

-Easy 0.08 13 1.04

-Medium 0.5 13 6.5-Difficult 1

Policy/Implementation/ Opinion Papers

Interpretation/Monitoring/ -Simple 5

Review -Difficult 10


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T O T A L


PERFORMANCE CONTRACTPMS Form No. 1 - DC


Philippines.

ROLAND D. PALUMPONSupervising Personnel Specialist Director IV


KRA # KEY OPES TARGET TOTAL ALLOT



I. PROFESSIONALIZING Policy Implementation and Audit Reports

THE CIVIL SERVICE Monitoring - Comprehensive (CPMA) 25 40 1000 137,00

- Follow-up (PMMEAS) 5 9 45

Special 25


commitments 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


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Personnel Mechanism Monitoring Report 2 200 400 5,000

CSCAP Resolutions 16 10 160 25,00


-Resource Person Services Topics delivered 1 12 12 6,000

T O T A L







SERVICES

Financial Services Liquidation report 8 5 40

Records Management Division Accomplishment Report 8 6 48

Mails dispatched 0.05 150 7.5 1800

Information & records Statistical/Generation of Report 8 2 8

management

Policy Implementation and OP MC 35 Status Report 24 1 24


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Monitoring

III. IMPROVING PUBLIC Customer Service Memorandum/Letter

SERVICE DELIVERY -simple 1

- Mailing -medium 4-complex 8

T O T A L



KRA # KEY OPES TARGET TOTAL ALLOT



III. IMPROVING PUBLIC Customer Service

SERVICE DELIVERY -Walk-in clients Customer Action Sheet-Easy 0.08 12 0.96

-Medium 0.5 12 6

-Difficult 1

-Phone-in and text clients Output tracking slip

-Easy 0.08 12 0.96

-Medium 0.5 12 6

-Difficult 1

Policy/Implementation/ Opinion Papers

Interpretation/Monitoring/ -Simple 5

Review -Difficult 10


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T O T A L







SERVICES Financial Services Voucher Issue/preparation 0.5 10 5

Liquidation report

a. cash advance 8 2 16

b. travel 1 10 10

Records Management Division Accomplishment Report 8 12 96 500

Information & records Minutes of Meeting (Secretariat Work) 16 2 32

management

Participation to committee meetings 1 2 2


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Policy Implementation and OP M.C. 35 Status Report** 24 500.

Monitoring

III. IMPROVING PUBLIC Customer Service Letter/correspondence** 4SERVICE DELIVERY Notice of Visit 0.25 80 64 768.

Grant of Certificate of Accreditation

(CSCAP Resolutions) 16

Mails Dispatched 0.05 80 4

Sub-Total 119 253

T O T A L 842 4517

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


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PERFORMANCE MONITORING FORM

PMS Form No. 2

Name of Division/Office _______________

Division Chief _______________________

Number of Personnel in the Division (incl. DC)

Mechanism/s

Activity 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:

QUARTER

2nd

4th

3rd

1st


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PMS 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 ________

___________________________ ___________________________

Director III/Director IV Director IV/Assistant Commissioner


KRA # KEY OPES TARGET TOTAL ALLOTED(Per CSC PERFORMANCE MAJOR FINAL OUTPUT POINTS QUANTITY POINTS BUDGET RESPONSIBL

Strat Plan) INDICATOR (a) (b) ('c) (d) = (b x c) (e) (f)

T O T A L



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ACCOMPLISHMENT FORMPMS Form No. 3

s

a 1st e

m

2nd

MAJOR FINAL OUTPUT PERFORMANCE OPES

INDICATOR POINTS TARGET ACCOMPLISHMENT BUDGET

Quantity Points Quantity Points Alloted Estimated

Budget Expenses Balance

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

Policy ImplementationAudit Reports and Monitoring

- Comprehensive (CPMA) 25 40 1000 52 1300 137,000.00


- 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


Topics delivered -Resource Person Services 1 12 hr 12 24 24 6000.00

Sub-total 271 1608 401 2112

Prepared by: Discussed with: Noted by:

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

Division Chief : ROLAND D. PALUMPON

Number of Personnel in the Division (incl. DC) 3


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

Supervising Personnel Specialist Director IV Director IV

ACCOMPLISHMENT FORMPMS Form No. 3

MAJOR FINAL OUTPUT PERFORMANCE OPESINDICATOR POINTS TARGET ACCOMPLISHMENT BUDGET




Division Work and Financial Plan Administrative Concerns 24 1 24 1 24

Reproduction of Documents 1 per 300 500 1.67 2080 6.93

pages

Liquidation 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 16

management

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

and monitoring

Memorandum/Letter Customer Service

-simple 1 2 2

-medium 4 5 20

-complex 8 5 40

Sub-total 664 153.17 2300 207.58

Prepared by: Discussed with: Noted by:


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MAJOR FINAL OUTPUT PERFORMANCE OPES

INDICATOR POINTS TARGET ACCOMPLISHMENT BUDGET




Customer Service

Customer Action Sheet -Walk-in clients

-Easy 0.08 13 1.04 10 0.8

-Medium 0.5 13 6.5-Difficult 1

Output tracking slip -Phone-in and text

-Easy clients 0.08 13 1.04 13 1.04

-Medium 0.5 13 6.5

-Difficult 1

Opinion Papers Policy/Implementation/

-Simple Interpretation/Monitoring/ 5

-Difficult Review 10

Sub-total 52 15.08 23 1.84

GRAND TOTAL 987 1775.67 2724 2321.42

P d b Di d ith N t d b


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PERFORMANCE REVIEW REPORT Rating Period:________________

PMS Form No. 5

Ratee Position Rater Position

I. MANAGERIAL COMPETENCY (20%) Rating

1. 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 ResourcesAllocate 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)


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SUPPLEMENTAL PERFORMANCE CONTRACTPMS Form No. 6

The undersigned agree to add the following output(s) contained in Table 1 to the performance

contract 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 # 2

Action on deferred/postponed indefinitely

the replaced to be incorporated in the next rating cycle


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Division Chief Immediate Superior Head of Office


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SITUATIONER REPORT

DIVISION: Policies and Systems Evaluation Division

TOTAL 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

2005 ACCOMPLISHMENTS

FUNCTION TARGETTED ACCOMPLISHED

-Comprehensive (CPMA) 1 25 Note:PMAAP-CPMA started on

August 12, 2005 only


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:


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2005 ACCOMPLISHMENTS

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


- Special (STAMPS)

Evaluation of Personnel Mechanism 9

Monitoring of Personnel Mechanism 200

Generation of Reports 1

Accreditation of Agency 10


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ACCOMPLISHMENTS as of March 2006

Conduct of Audit

- Comprehensive (CPMA) 37


- 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


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