Ipcrf 2018.xlsx

Republic of the Philippines Department of Education Region 02 SCHOOLS DIVISION OF QUIRINO Cabarroguis

INDIVIDUAL PERFORMANCE COMMITMENT AND REVIEW FORM (IPCRF) Name of Employee:

FROILAN P. MASANGCAY

Name of Rater:

JOJO L. NOVILLERO

Position:

Administrative Assistant III

Position:

Accountant III

School/District/Division:

OSDS, SDO- QUIRINO

Date of Review:

Rating Period:

January 2018 - December 2018

January 3, 2018

TO BE FILLED IN DURING PLANNING MFOs

Key Result Areas (KRAs)

Basic FINANCIAL Education RECORDS Services AND REPORTS (40%)

OBJECTIVES

TIMELIINE

1. Ensured that January780 transactions December of the clientele/ 2018 claimant were properly recorded in the book of accounts ( MOOE ) on the 5th day of the ensuing month to account the different transactions of SDO-Quirino in accordance with the existing accounting and COA rules under Government Accounting Manual

Weight per KRA

10%

TO BE FILLED DURING EVALUATION PERFORMANCE INDICATORS

Quality

December 28, 2018

Efficiency

Timeliness

5 Ensured that Financial Transactions 5 100%-180 transactions were 5 Recorded transactions on or of clientele/claimant were properly properly recorded in the books of before 5th day of the following recorded in the book of accounts accounts month supported by complete documents Note:deadline of submission compliant to existing Accounting is on the 5th working day of the rules and regulation in accordance ensuing month with Government Accounting Manual

4 Ensured that Financial Transactions 4 90-99% -170 transactions were 4 Recorded transactions two (2) of clientele/claimant were properly properly recorded in the books of days after the deadline recorded in the book of accounts accounts supported by complete documents compliant to existing Accounting rules and regulation in accordance with Government Accounting Manual but one requirement was missing

ACTUAL RESULTS

RATING Q

E

T

Ave.

780 transactions 5 of MOOE with clear and valid transactions supported by complete documents were properly recorded on the 30th day end of the month.

4

5 4.667

SCORE*

0.467

accounting and COA rules under Government Accounting Manual

2. Prepared 84 End of Journal Entry December Vouchers of the 2018 transactions of SDO-Quirino correctly to be recorded in the four (4) Journals: General Journal; Cash Receipts, Cash Disbursements and Check Disbursments Journal to ensure that transactions were incorporated in the Trial Balancce and other financial Statement every 5th of the following month.

3 Ensured that Financial Transactions 3 80-89% -160 transactions were 3 Recorded transactions three (3) of clientele/claimant were properly properly recorded in the books of days after the deadline recorded in the book of accounts accounts supported by complete documents compliant to existing Accounting rules and regulation in accordance with Government Accounting Manualbut 2 or more requirements were missing

10%

2 Financial reporting was in its initial stages

2 70-79% -140 transactions were 2 Recorded transactions four (4) properly recorded in the books of days after the deadline accounts

1 No transaction reported

1 1-69% below - 120 transactions were properly recorded in the books of accounts

1 Recorded transactions five (5) days after the deadline

5 Prepared Journal Entry Vouchers of 5 100%-18 Journal Entry Vouchers 5 Prepared Journal Entry Vouchers 84 Journal Entry 5 the transactions of SDO-Quirino were prepared correctly & on or before 5th day of the Vouchers correctly & recorded properly in the recorded in the Journals following month correctly four Journals Note:deadline of prepared at the submission is on the 5th working end of the day of the following month

month.

4 Prepared Journal Entry Vouchers of 4 90-99% - 17 Journal Entry the transactions of SDO-Quirino Vouchers were prepared correctly & recorded properly in the correctly & recorded in the four Journals but with 1 error entry Journals

4 Prepared Journal Entry Vouchers two (2) days after the deadline

3 Prepared Journal Entry Vouchers of 3 80-89% -16 Journal Entry the transactions of SDO-Quirino Vouchers were prepared correctly & recorded properly in the correctly & recorded in the four Journalsbut with 2 or more error Journals entries

3 Prepared Journal Entry Vouchers three (3) days after the deadline

2 Prepared Journal Entry Vouchers of 2 70-79% -14 Journal Entry the transactions of SDO-Quirino Vouchers were prepared correctly & recorded properly in the correctly & recorded in the four Journals but not properly Journals recorded

2 Prepared Journal Entry Vouchers four (4) days after the deadline

5

5

5.000

0.500

other financial Statement every 5th of the following month.

3.Prepared Cash Disbursement Journal/ Cash Receipts Journal/Check Disbursement Journal/ General Journal/Trial Balance and other Financial Statements accurately for the preparation of Financial Statement

20%

1 Financial Transactions were not recorded.

1 1-69% below - 12 Journal Entry Vouchers were prepared correctly & recorded in the Journals

5 Prepared Cash Disbursement Journal/Cash Receipts Journal/Check Disbursements Journal/General Journal/Trial Balance and other Financial Statements correctly

5 100%-18 Cash Disbursments 5 Prepared Journals on or before Journal/Cash Receipts the date of deadline (5th day of Journal/Check Disbursement the ensuing month) Journal were prepared correctly at the end of the month

36 Cash Disbusements Journal were accurately prepared.

5

4

5

4.667

0.933

4 Prepared Cash Disbursement 4 90-99% - 17 Cash Disbursments 4 Prepared Journals two (2) days Journal/Cash Receipts Journal/Cash Receipts after the deadline Journal/Check Disbursements Journal/Check Disbursement Journal/General Journal/Trial Journal were prepared correctly at Balance and other Financial the end of the month Statements correctly but with 1 error entry

3 Prepared Cash Disbursement Journal/Cash Receipts Journal/Check Disbursements Journal/General Journal/Trial Balance and other Financial Statements correctly but with 2 or more error entries

3 80-89% -16 Cash Disbursments 3 Prepared Journals three (3) days Journal/Cash Receipts after the deadline Journal/Check Disbursement Journal were prepared correctly at the end of the month

2 Prepared Cash Disbursement 2 Journal/Cash Receipts Journal/Check Disbursements Journal/General Journal/Trial Balance and other Financial Statements correctly but not properly recorded

1 No report recorded and no Journal Entry Voucher (JEV)

Sub Total

1 Prepared Journal Entry Vouchers five (5) days after the deadline

40%

70-79% -14 Cash Disbursments 2 Prepared Journals four (4) days Journal/Cash Receipts after the deadline Journal/Check Disbursement Journal were prepared correctly at the end of the month

1 1-69% below - 12 Cash Disbursments Journal/Cash Receipts Journal/Check Disbursement Journal were prepared correctly at the end of the month

1 Prepared Journals five (5) days and beyond after the deadline

1.900

Account 1. Monitored 7 End of Tracking (35%) account December balances of cash 2018 advances of Principals/ Schools Heads to facilitate its liquidation to comply with the Government Accounting Manual throughout the year

2.Monitored the End of 100% spending December and proper 2018 utlization of funds at least at the 5th day of each ensuing month by ensuring completeness of supporting documents and

10%

10%

5 Deligently monitored account balances of cash advances of Principals/Schools Heads to facilitate its liquidation compliant with the GAM and maintained its completeness

5 Assisted School Heads in the 5 Ensured that cash advances of preparation of Liquidation Reports School Heads are liquidated to ensure that 100% of cash within the reglementary periodadvances are liquidated within the 5th day of the following month reglementary period

4 Deligently monitored account balances of cash advances of Principals/Schools Heads to facilitate its liquidation compliant with the GAM and maintained its completeness but 1 Liquidation Report is not posted

4 Assisted School Heads in the 4 Ensured that cash advances of preparation of Liquidation Reports School Heads are liquidated two to ensure that 90-99% of cash (2) days after the reglementary advances are liquidated within the period reglementary period

3 Deligently monitored account balances of cash advances of Principals/Schools Heads to facilitate its liquidation compliant with the GAM and maintained its completeness but 2 Liquidation Reports are not posted

3 Assisted School Heads in the 3 Ensured that cash advances of preparation of Liquidation Reports School Heads are liquidated three to ensure that 80-89% of cash (3) days after the reglementary advances are liquidated within the period reglementary period

2 Deligently monitored account balances of cash advances of Principals/Schools Heads to facilitate its liquidation compliant with the GAM and maintained its completeness but 3 Liquidation Reports are not posted

2 Assisted School Heads in the 2 Ensured that cash advances of preparation of Liquidation Reports School Heads are liquidated four to ensure that 70-79% of cash (4) days after the reglementary advances are liquidated within the period reglementary period

1 Deligently monitored account balances of cash advances of Principals/Schools Heads to facilitate its liquidation compliant with the GAM and maintained its completeness but 4 Liquidation Reports are not posted

1 Assisted School Heads in the 1 Ensured that cash advances of preparation of Liquidation Reports School Heads are liquidated five to ensure that 1-69% of cash (5) days after the reglementary advances are liquidated within the period reglementary period

5 Monitored the 100% spending and 5 100% spending and proper proper utilization of funds with clear utilization of fund monitored and valid transactions supported by complete documents

5 Monitored spending and proper utilization of funds at the 5th day of each ensuing month

5 7 account balances of cash advance were completely monitored.

5

5

5.000

0.500

Schedules were 5 accurately prepared.

5

5

5.000

0.500

100% spending December and proper 2018 utlization of funds at least at the 5th day of each ensuing month by ensuring completeness of supporting documents and validity of transactions to comply with existing rules and regulations

3. Prepared 7 subsidiary ledgers accurately to support the General Ledger and other Financial Reports in order to maintain reliable and update records at the end of December 2017

Sub Total FINANCIAL TRANSACTIO NS RECORDING PROCEDURES (20%)

accurately prepared.

4 Monitored the 100% spending and proper utilization of funds with clear and valid transactions but one requirement was missing

1-5% overspending or under spending of fund monitored

4 Monitored spending and proper utilization of funds at the 6th-8th day of each ensuing month

3 Monitored the 100% spending and 3 6-10% overspending or 3 Monitored spending and proper proper utilization of funds with clear underspending of fund monitored utilization of funds at the 9th-11th and valid transactions but two day of each ensuing month reports or requirements were missing

15%

2 Financial reporting was in its initial stages

2 11-15% overspending or 2 Monitored spending and proper underspending of fund monitored utilization of funds at the 12th14th day of each ensuing month

1 No financial report

1 16-20% overspending or 1 Monitored spending and proper underspending of fund monitored utilization of funds at the 15th day of each ensuing month

5 Prepared Subsidiary Ledgers accurately to support the General Ledger & other Financial Reports

5 100%- 7 Subsidiary Ledgers were 5 Prepared Subsidiary Ledgers on prepared or before December 31, 2017

4 Prepared Subsidiary Ledgers accurately to support the General Ledger & other Financial Reports but with 1 error

4 90-99%- 6 Subsidiary ledgers were prepared

7 subsidiary ledgers of cash advance were completely 4 Prepared Subsidiary Ledgers five records.

4

5

4

4.333

(5) days after December 31, 2017

3 Prepared Subsidiary Ledgers 3 80-89%- 5 Subsidiary ledgers accurately to support the General were prepared Ledger & other Financial Reportsbut with 2 errors

3 Prepared Subsidiary Ledgers ten (10) days after December 31, 2017

2 Prepared Subsidiary Ledgers accurately to support the General Ledger & other Financial Reports but with 3-4 errors

2 70-79%- 4 Subsidiary ledgers were prepared

2 Prepared Subsidiary Ledgers fifteen (15) days after December 31, 2017

1 No Subsidiary Ledgers

1 1-69%- 3 and below Subsidiary ledgers were prepared

1 Prepared Subsidiary Ledgers thirty (30) days after December 31, 2017

35% 1. Reviewed and End of gave feedback December on the 8,420 2018 Disbursement Vouchers to conform with the existing Government Accounting

10%

0.650

1.650 5 Conscientiously reviewed and 5 100%- Religiously reviewed and revised 100% of Liquidation Reports gave feedback on the 8,420 and gave feedback on issues & Disbursement Vouchers concerns encountered Liquidation Reports

5 Reviewed and gave feedback on the 8,420 Disbursement Vouchers upon receipt

5 8,420 Disbursement Vouchers of cash advance were completely reviewed and revised.

4

5

4.667

0.467

FINANCIAL TRANSACTIO NS RECORDING PROCEDURES (20%)

1. Reviewed and End of gave feedback December on the 8,420 2018 Disbursement Vouchers to conform with the existing Government Accounting Manual upon receipt of Liquidation Reports

2. Provided End of inputs for the December improvement of 2018 accounting section to better serve its clietele from January to December 2017

10%

4 Conscientiously reviewed and revised 90-99% of Liquidation Reports and gave feedback on issues & concerns encountered

5%

5 8,420 Disbursement Vouchers of cash advance were completely 4 90-99%- Religiously reviewed and 4 Reviewed and gave feedback on reviewed and gave feedback on the 8,420 the 8,420 Disbursement Vouchers revised. Disbursement Vouchers but missed 1 requirement

5

4.667

0.467

5

5

5.000

0.250

one (1) day after the receipt

3 Conscientiously reviewed and revised 80-89% of Liquidation Reports and gave feedback on issues & concerns encountered

3 80-89%- Religiously reviewed and 3 Reviewed and gave feedback on gave feedback on the 8,420 the 8,420 Disbursement Vouchers Disbursement Vouchers but two (2) day after the receipt missed 2 requirements

2 Conscientiously reviewed and revised 70-79% of Liquidation Reports and gave feedback on issues & concerns encountered

2 70-79%- Religiously reviewed and 2 Reviewed and gave feedback on gave feedback on the 8,420 the 8,420 Disbursement Vouchers Disbursement Vouchers but three (3) day after the receipt missed 3 requirements

1 Conscientiously reviewed and revised 1-69% of Liquidation Reports and gave feedback on issues & concerns encountered

1 1-69%- Religiously reviewed and 1 Reviewed and gave feedback on gave feedback on the 8,420 the 8,420 Disbursement Vouchers Disbursement Vouchers but four (4) day after the receipt missed 4 and aboce requirements

5 Provided 4 important inputs for improvement of accounting section

5 Provided 100% inputs for improvement of accounting section

5 Provided significant inputs for improvement of accounting section on or before December 31, 2017

4 Provided 3 important inputs for improvement of accounting section

4 Provided l90-99% inputs for improvement of accounting section

4 Provided significant inputs for improvement of accounting section two (4) days after December 31, 2017

3 Provided 2 important inputs for improvement of accounting section

3 Provided 80-89% inputs for improvement of accounting section

3 Provided significant inputs for improvement of accounting section four (4) days after December 31, 2017

2 Provided 1 important input for improvement of accounting section

2 Provided 70-79% improvement of 2 Provided significant inputs for accounting section improvement of accounting section four 1 week after December 31, 2017

1 No inputs provided for improvement 1 No reports provided of accounting section

4

1 Provided significant inputs for improvement of accounting section four 1 month after December 31, 2017

5 Liquidation Reports of cash advance were completely improved.

3. End of Recommended December to management 2018 and draft correspondence pertaining to financial/bookkee ping matters based on issuances of CO Finance and oversight agencies and monitors understanding and application of such by SDO, schools and learning centers to conform with the Governement Accounting Manual at the end of December 31, 2017

5%

5 Perfect recommendation to management correspondence that conforms Government Accounting Manual

5 100% Closely monitor the 5 Recommended to management 4 Efficiently understanding and application of and draft correspondence and recommended to such correspondence to conform monitors understanding of such management with GAM by schools & Learning Centers on and drafted such or before December 31, 2017

4

5

4.333

0.217

5

5

5.000

0.250

correspondence conformed with GAM.

Sub Total

20%

PLUS FACTOR Performed other End of (5%) related tasks December efficiently that 2018 may be assigned ( spare Driver) to satisfy the needs of clients on or before December 31, 2018

5%

4 90-99% acceptable recommendation 4 to management correspondence that conforms Government Accounting Manual

90-99% Closely monitor the 4 Recommended to management understanding and application of and draft correspondence and such correspondence to conform monitors understanding of such with GAM by schools & Learning Centers five (5) days after December 31, 2017

3 80-89% acceptable recommendation 3 to management correspondence that conforms Government Accounting Manual

80-89% Closely monitor the 3 Recommended to management understanding and application of and draft correspondence and such correspondence to conform monitors understanding of such with GAM by schools & Learning Centers ten (10) days after December 31, 2017

2 70-79% acceptable recommendation 2 to management correspondence that conforms Government Accounting Manual

70-79% Closely monitor the 2 Recommended to management understanding and application of and draft correspondence and such correspondence to conform monitors understanding of such with GAM by schools & Learning Centers fifteen (15) days after December 31, 2017

1 No recommendation done

1 1-69% Closely monitor the 1 No recommendation done understanding and application of such correspondence to conform with GAM

5 Efficiently performed other related task assigned with no errors made

5 100%-Performed other related task assigned

4 Efficiently performed other related task assigned with two (2) errors made

4 90-99%-Performed other related task assigned

3 Efficiently performed other related task assigned with three (3) errors made

3 80-89%-Performed other related task assigned

3 Performed other related task efficiently two (2) days after receipt

2 Report was in its initial stage

2 70-79%-Performed other related task assigned

2 Performed other related task efficiently three (3) days after receipt

0.933 5 Efficiently performed other related task assigned with no errors upon 4 Performed other related task receipt efficiently one (1) day after receipt 5 Performed other related task efficiently upon receipt

1 No other related task performed

Sub Total

1 1-69%-Performed other related task assigned

1 Performed other related task efficiently four (4) days after receipt

5%

0.250 OVERALL RATING FOR ACCOMPLISHME NTS

*To get the score, the rating is multiplied by the weight assigned.

Rater:

Ratee:

Approving Authority:

Outstanding

4.733

Noted:

JOJO L. NOVILLERO

FROILAN P. MASANGCAY

CYNTHIA R. INDUNAN

ORLANDO E. MANUEL, Ph. D., CESO VI

Accountant III

Administrative Assistant III

Administrative Officer V

Schools Division Superintendent

NUMERICAL RATING

ADJECTIVAL RATING

DESCRIPTION OF THE MEA

Performance represents an extraordinary level of achievmen technical skills and knowledge, ingenuity, creativity and initiative demonstrated exceptional job mestery in all major areas of resp to the organization are of marked excellence.

5

Outstanding

4

Very Satisfactory

Performance exceeded expectations. All goals, objectives and t standards.

3

Satisfactory

Performance met expectations in terms of quality of work, efficie were met.

2

Unsatisfactory

Performance failed to meet expectations, and/ or one or more o

1

Poor

Performance was consistently below expectations, and/ or reas made. Significant improvement is needed in one or more import

This rating scale is based on the Civil Service Commission Circular No. 06, series of 2012 that sets the guidelines o the Strategic Performance Management System (SPMS) in all government agencies. The overall rating/ assessment for the accomplishments shall fall within the following adjectival ratings and shall be in three (3) decimal points.

RANGE 4.500- 5.000 3.500- 4.499 2.500- 3.499 1.500- 2.499 below 1.499

Competencies shall be monitored fo demonstration of competencies, this

ADJECTIVAL RATING

SCALE

Outstanding Very Satisfactory Satisfactory Unsatisfactory Poor

5 4 3 2 1

Grievances and Appeals: 1 A Grievance Committee shall be created in each level of the organization to act as appeals board and final arbiter of all issues relating to the implementation of the RPMS

4

2 The office performance assessment as discussed in the performance review and evaluation phase shall be final and not appealable. Any issue/ appeal on the initial performance assessment of an office shall be discussed and decided during the performance review conference.

3 Individual employees who feel aggrieved or dissatisfied with their final performance ratings can file an appeal with the Grievance Committee at their level within ten (10) working das from date of receipt of notice of their final evaluation rating from the rater. The rate, however, shall not be allowed to protest the performance ratings of co-employees. Ratings obtained by the rate can only be used as basis for reference for comparizon in appealing the individual performance rating.

5

DESCRIPTION OF THE MEANING OF RATING

an extraordinary level of achievment and commitment in terms of quality and time, ledge, ingenuity, creativity and initiative. Employees at this performance level should have al job mestery in all major areas of responsibility. Employee achievement and contributions marked excellence.

expectations. All goals, objectives and targets were achieved above the established

ations in terms of quality of work, efficiency and timeliness. The most critical annual goals

eet expectations, and/ or one or more of the most critical goals were not met.

tently below expectations, and/ or reasonable progress towards critical goals was not ement is needed in one or more important areas.

s of 2012 that sets the guidelines on the establishment and implementation of cies.

ompetencies shall be monitored for the developmental purposes. In evaluating the individual's emonstration of competencies, this rating scale shall apply.

SCALE

DEFINITION

5 4 3 2 1

Role model Consistently demonstrates Most of the time demonstrate Sometimes demonstrates Rarely demonstrates

The Grievance Committee shall decide on the appeals within one (1) month from receipt. Appeals lodged at any Grievance Committee shall follow the hierarchial jurisdiction of various Grievance Committees within the agency. For example, the decision of the Division Grievance Committee is appealble to the Regional Grievance Committee, which decision is in turn appealable to the Central Office Grievance Committee.

The decision of the Central Office Grievance Committee is final.

PART II: COMPETENCIES CORE BEHAVIORAL COMPETENCIES Self-Management

CORE SKILLS Teamwork

1

1 Sets personal goals and direction, needs and development.

1

2 Undertakes personal actions and behaviors that are clear and purposive and takes into account personal goals and values congruent to that of the 1 organization.

1

3 Displays emotional maturity and enthusiasm for and is challenged by higher goals.

1

4 Prioritizes work tasks and schedules (through Gantt charts, checklists, etc.) to achieve goals.

1

5

Sets high quality, challenging, realistic goals for self and others.

Professionalism and Ethics 1

1 Demonstrates the values and behavior enshrined in the Norms of Conduct and Ethical Standards for public officials and employees (RA 6713).

1

2 Practices ethical and professional behavior and conduct taking into account the impact of his/her actions and decisions.

1

3 Maintains a professional image: being trustworthy, regularity of attendance and punctuality, good grooming and communication.

1

4 Makes personal sacrifices to meet organization’s needs.

1

5 Acts with a sense of urgency and responsibility to meet organization’s needs, improve systems and help others improve their effectiveness.

1

1 Willingly does his/her share of responsibility.

1

1 Follows instruction accurately.

Promotes collaboration and removes barriers to teamwork and goal 2 accomplishment across the organization.

1

2 Expresses self clearly, fluently and accurately.

1

3 Applies negotiation principles in arriving at win-win agreements.

1

3 Uses appropriate medium for the message

1

4 Drives consensus and team ownership of decisions.

1

4 Adjust communication styles to others.

1

5 Works constructively and collaboratively with others and across organizations 1 to accomplish organizational goals and objectives.

Service Orientation 1 1 1

1 Achieves results with optimal use of time and resources most of the time.

1

2 Avoids rework, mistakes and wastage through effective work methods by placing organizational needs before personal needs.

1

3 Delivers error-free outputs most of the time by conforming to standard operating procedures correctly and consistently. Able to produce very satisfactory quality of work in terms of usefulness/acceptability and completeness with no supervision required.

1 Can explain and articulate organizational directions, issues and problems.

1

5 Makes specific changes in the system or in own work methods to improve performance. Examples may include doing something better, faster, at a lower cost, more efficiently, or improving quality, customer satisfaction, morale, without setting any specific goal.

1

Innovation 1

1 1

Knows the different written business communication formats used in DepEd.

2 1 3

4

5 Demonstrates clarity, fluency, impact, conciseness and effectiveness in his/her written communications.

Demonstrates an ability to think “beyond the box”. Continuously focuses on improving personal productivity to create higher value and results.

1 Prepares basic compositions (e.g., letters, reports, spreadsheets and graphics presentation using Word Processing and Excel).

1

2 Identifies different computer parts, turns the computer on/off, and work on a given task with acceptable speed and accuracy and connects computer peripherals (e.g. printers, modems, multimedia projectors, etc.)

1

3 Prepares simple presentation using Powerpoint.

Promotes a creative climate and inspires co-workers to develop original ideas or solutions.

4 Utilizes technologies to: access information to enhance professional productivity, assists in conducting research and communicate through local and global professional networks.

4 Translates creative thinking into tangible changes and solutions that improve the work unit and organization. 5

Self-edits words, numbers, phonethic notation and content, if necessary.

Computer/ICT Skills

Examines the root cause of problems and suggests effective solutions. Fosters new ideas, processes, and suggests better ways to do things (cost and/or 1 operational efficiency).

1

1

2

3 Secures information from required references (i.e., Directories, schedules, notices, instructions) for specific purposes.

5 Develops and adopts service improvement programs through simplified procedures that will further enhance service delivery.

1

1

1

1 1

Written Communication

3 Writes routine correspondence/communications, narrative and descriptive report based on readily available information data with minimal spelling or grammatical errors (e.g. memos, minutes, etc.)

1

4 Expresses a desire to do better and may express frustration at waste or inefficiency. May focus on new or more precise ways of meeting goals set.

5 Guides discussions between and among peers to meet an objective.

2 Takes personal responsibility for dealing with and/or correcting customer service issues and concerns. 1 3 Initiates activities that promotes advocacy for men and women empowerment. 4 Participates in updating of office vision, mission, mandates and strategies based on DepEd strategies and directions.

Result Focus 1

Oral Communication

Uses ingenious methods to accomplish responsibilities. Demonstrates resourcefulness and the ability to succeed with minimal resources.

5 1

Recommends appropriate and updated technology to enhance productivity and professional practice.

1

OVERALL COMPETENCY RATINGS CORE BEHAVIORAL COMPETENCIES

5.00

CORE SKILLS

4.67

OVERALL RATING

4.83

PART III: SUMMARY OF RATINGS FOR DISCUSSION Final Performance Results Accomplishment of KRAs and Objectives

Rating

Adjectival Rating

4.733

Outstanding

Rater-Ratee Agreement The signatures below confirm that the employee and his/her superior have agreed on the contents of this appraisal form and the performance rating. Name of Employee

Name of Superior FROILAN P. MASANGCAY Administrative Assistant III

JOJO L. NOVILLERO Accountant III

Signature

Signature

Date

Date December 28, 2018

December 28, 2018

PART IV: DEVELOPMENT PLANS Strengths *With sense of volunteerism

Action Plan (Recommended Developmental Intervention)

Development Needs Communication skills must be

Timeline

Resources Needed

*Training on Basic Communication.

During calendar year

Registration Fee/Travelling Allowance

developed *Creative

Undergo ICT training

Job Enhancement Training/Seminar

During calendar year

Registration Fee/Travelling Allowance

*Trustworthy

Undergo trainings on Budgeting,

Job Enhancement Training/Seminar

During calendar year

Registration Fee/Travelling Allowance

accounting and auditing *Good team player

Rater:

Ratee: JOJO L. NOVILLERO

FROILAN P. MASANGCAY

Approving Authority: CYNTHIA R. INDUNAN

Noted: ORLANDO E. MANUEL, Ph. D., CESO VI

Accountant III

Administrative Assistant III

Administrative Officer V

Schools Division Superintendent

PERFORMANCE MONITORING AND COACHING FORM Date

Critical Incidence Description (Situation, Task & Action)

Output (Result)

Impact on Job (Outcome)

Action Plan (Reinforce/ Redirect)

Signature of Ratee Rater

EMPLOYEE FEEDBACK FORM Strengths

Development Needs

Action Plan (Recommended Developmental Intervention)

Timeline

Resources Needed

Feedback: wwww

Rater:

Ratee:

Approving Authority:

Noted:

JOJO L. NOVILLERO

FROILAN P. MASANGCAY

CYNTHIA R. INDUNAN

ORLANDO E. MANUEL, Ph. D., CESO VI

Accountant III

Administrative Assistant III

Administrative Officer V

Schools Division Superintendent

Republic of the Philippines Department of Education Region 02 SCHOOLS DIVISION OF QUIRINO Cabarroguis

INDIVIDUAL PERFORMANCE COMMITMENT AND REVIEW FOR Name of Employee:

MAY ANN JOY B. SURBIDA

Name of Rater:

Position:

ADMINISTRATIVE ASSISTANT III

Position:

School/District/Division:

OSDS, SDO- QUIRINO

Date of Review:

Rating Period:

JANUARY 2016- DECEMBER 2016 TO BE FILLED IN DURING PLANNING

MFOs

Key Result Areas (KRAs)

Basic FINANCIAL Education RECORDS Services AND REPORTS (40%)

OBJECTIVES

TIMELIINE

1. Ensured that January120 transactions December of the clientele/ 2016 claimant were properly recorded in the book of accounts (PS, MOOE, TRUST, PROVIDENT, EPIP) on the 5th day of the ensuing month to account the different transactions of SDO-Quirino in accordance with the existing accounting and COA rules under Government Accounting Manual

2. Prepared 120 End of Journal Entry December Vouchers of the 2016 transactions of SDO-Quirino correctly to be recorded in the four (4) Journals: General Journal; Cash Receipts, Cash Disbursements and Check Disbursments Journal to ensure that transactions were incorporated in

Weight per KRA

10%

10%

PERFORMANCE INDICATORS Quality

Efficiency

5 With clear and valid transactions 5 100%-120 transactions were supported by complete documents properly recorded in the books of compliant to existing Accounting rules accounts and regulation in accordance with Government Accounting Manual

5

4 With clear and valid transactions 4 90-99% - 102 transactions were compliant to existing Accounting rules properly recorded in the books of and regulation in accoordance with accounts Government Accounting Manual but one requirement was missing

4

3 With clear and valid transactions 3 80-89% -84 transactions were compliant to existing Accounting rules properly recorded in the books of and regulation in accoordance with accounts Government Accounting Manual but 2 or more requirements were missing

3

2 Financial reporting was in its initial stages

2 70-79% -66 transactions were properly recorded in the books of accounts

2

1 No transaction reported

1 1-69% below - 65 transactions were properly recorded in the books of accounts

1

5 Prepared correctly & recorded properly

5 100%-120 Journal Entry Vouchers 5 were prepared correctly & recorded in the Journals

4 Prepared correctly & properly recorded but with 1 error entry

4 90-99% - 102 Journal Entry 4 Vouchers were prepared correctly & recorded in the Journals

General Journal; Cash Receipts, Cash Disbursements and Check Disbursments Journal to ensure that transactions were incorporated in the Trial Balancce and other financial Statement every 5th of the following month.

3.Prepared Cash Disbursement Journal/ Cash Receipts Journal/Check Disbursement Journal/ General Journal/Trial Balance and other Financial Statements accurately for the preparation of Financial Statement

Sub Total Account 1. Monitors 120 End of Tracking (35%) account December balances of cash 2016 advances of Principals/ Schools Heads to facilitate its liquidation to comply with the Government Accounting Manual throughout the year

20%

3 Prepared correctly & properly recorded but with 2 or more error entries

3 80-89% -84 Journal Entry Vouchers 3 were prepared correctly & recorded in the Journals

2 Prepared correctly but not properly recorded

2 70-79% -66 Journal Entry 2 Vouchers were prepared correctly & recorded in the Journals

1 No report recorded

1 1-69% below - 65 Journal Entry 1 Vouchers were prepared correctly & recorded in the Journals

5 Prepared correctly & recorded properly supported by Journal Entry Voucher (JEV)

5 100%-One (1) Cash Disbursments 5 Journal/Cash Receipts Journal/Check Disbursement Journal were prepared correctly at the end of the month

4 Prepared correctly & properly 4 90-99% - 102 Journal Entry 4 recorded with supporting Journal Vouchers were prepared correctly Entry Voucher (JEV) but with 1 error & recorded in the Journals entry

40% 10%

3 Prepared correctly & properly recorded with supporting Journal Entry Voucher (JEV) but with 2 or more error entries

3 80-89% -84 Journal Entry Vouchers 3 were prepared correctly & recorded in the Journals

2 Prepared correctly but not properly recorded

2 70-79% -66 Journal Entry 2 Vouchers were prepared correctly & recorded in the Journals

1 No report recorded and no Journal Entry Voucher (JEV)

1 1-69% below - 65 Journal Entry 1 Vouchers were prepared correctly & recorded in the Journals

5 Deligently monitored account balances of cash advance and maintained its completeness

5 Earnestly monitored 100% of the account balances and maintained its accuracy

4 Deligently monitored account balances of cash advance and maintained its completeness but 1 Liquidation Report is not posted

4 Earnestly monitored 90-99% of the 4 account balances and maintained its accuracy

3 Deligently monitored account balances of cash advance and maintained its completeness but 2 Liquidation Reports are not posted

3 Earnestly monitored 80-89% of the 3 account balances and maintained its accuracy

2 Deligently monitored account balances of cash advance and maintained its completeness but 3 Liquidation Reports are not posted

2 Earnestly monitored 70-79% of the 2 account balances and maintained its accuracy

1 Deligently monitored account balances of cash advance and maintained its completeness but 4 Liquidation Reports are not posted

1 Earnestly monitored 1-69% of the account balances and maintained its accuracy

5

1

2.Monitored the 100% spending and proper utlization of funds at least at the 5th day of each ensuing month by ensuring completeness of supporting documents and validity of transactions to comply with existing rules and regulations

3. Prepared 12 subsidiary ledgers accurately to support the general Ledger and other Financial Reports in order to maintain reliable and update records at the end of December 2016

Sub Total FINANCIAL TRANSACTIO NS RECORDING PROCEDURES (20%)

10%

15%

5 With clear and valid transactions supported by complete documents

5 100% spending and proper utilization of fund monitored

5

4 With clear and valid transactions but one requirement was missing

4 1-5% overspending or under spending of fund monitored

4

3 With clear and valid transactions but two reports or requirements were missing

3 6-10% overspending or underspending of fund monitored

3

2 Financial reporting was in its initial stages

2 11-15% overspending or underspending of fund monitored

2

1 No financial report

1 16-20% overspending or underspending of fund monitored

1

5 Prepared Subsidiary Ledgers accurately

5 100%- 12 Subsidiary Ledgers were 5 prepared

4 Prepared Subsidiary Ledgers but with 4 90-99%- 11 Subsidiary ledgers 1 error were prepared

4

3 Prepared Subsidiary Ledgers but with 3 80-89%- 10 Subsidiary ledgers 2 errors were prepared

3

2 Prepared Subsidiary Ledgers but with 2 70-79%- 8 Subsidiary ledgers were 2 3-4 errors prepared 1 No Subsidiary Ledgers

1 1-69%- 7 and below Subsidiary ledgers were prepared

1

5 Conscientiously reviewed, revised and gave feedback on the 120 Liquidation Reports with complete requirements

5 100%- Religiously reviewed, revised and gave feedback on the 120 Liquidation Reports

5

4 Conscientiously reviewed, revised and gave feedback on the 120 Liquidation Reports but missed 1 requirement

4 90-99%- Religiously reviewed, revised and gave feedback on the 120 Liquidation Reports

4

3 Conscientiously reviewed, revised and gave feedback on the 120 Liquidation Reports but missed 2 requirements

3 80-89%- Religiously reviewed, revised and gave feedback on the 120 Liquidation Reports

3

2 Conscientiously reviewed, revised and gave feedback on the 120 Liquidation Reports but missed 3 requirements

2 70-79%- Religiously reviewed, revised and gave feedback on the 120 Liquidation Reports

2

35% 1. Reviewed, End of revised and gave December feedback on the 2016 120 Liquidation Reports to conform with the existing Government Accounting Manual upon receipt of Liquidation Reports

10%

1 Conscientiously reviewed, revised 1 1-69%- Religiously reviewed, and gave feedback on the 120 revised and gave feedback on the Liquidation Reports but missed 4 and 120 Liquidation Reports above requirements

2. Provided End of inputs for the December improvement of 2016 accounting section to better serve its clietele from January to December 2016

3. End of Recommended December to management 2016 and draft correspondence pertaining to financial/bookkee ping matters based on issuances of CO Finance and oversight agencies and monitors understanding and application of such by SDO, schools and learninf centers to conform with the Governement Accounting Manual at the end of December 31, 2016

Sub Total

5%

5%

20%

1

5 Provided significant inputs for improvement of accounting section

5 Provided meaningful inputs for 5 improvement of accounting section

4 Provided less significant inputs for improvement of accounting section

4 Provided less meaningful inputs for 4 improvement of accounting section

3 Provided not significant inputs for improvement of accounting section

3 Provided no meaningful inputs for 3 improvement of accounting section

2 Provided no significant inputs for improvement of accounting section

2 On process inputs for improvement 2 of accounting section

1 No inputs provided

1 No reports provided

1

5 Useful recommendation to management correspondence that conforms Government Accounting Manual

5 100% Closely monitor the understanding and application of such correspondence to conform with GAM

5

4 Less useful recommendation to management correspondence that conforms Government Accounting Manual

4 90-99% Closely monitor the understanding and application of such correspondence to conform with GAM

4

3 Not useful recommendation to management correspondence that conforms Government Accounting Manual

3 80-89% Closely monitor the understanding and application of such correspondence to conform with GAM

3

2 No useful recommendation to management correspondence that conforms Government Accounting Manual

2 70-79% Closely monitor the understanding and application of such correspondence to conform with GAM

2

1 No recommendation done

1 1-69% Closely monitor the understanding and application of such correspondence to conform with GAM

1

PLUS FACTOR Performed other End of (5%) related tasks December efficiently that 2016 may be assigned to satisfy the needs of clients on or before December 31, 2016

Sub Total

5%

5 Efficiently performed other related task assigned with no errors made

5 100%-Performed other related task 5 assigned

4 Efficiently performed other related task assigned with two (2) errors made

4 90-99%-Performed other related task assigned

4

3 Efficiently performed other related task assigned with three (3) errors made

3 80-89%-Performed other related task assigned

3

2 Report was in its initial stage

2 70-79%-Performed other related task assigned

2

1 No other related task performed

1 1-69%-Performed other related task assigned

1

5%

*To get the score, the rating is multiplied by the weight assigned.

Rater:

Ratee:

Approving Authority:

JOJO L. NOVILLERO

MAY ANN JOY B. SURBIDA

CYNTHIA R. INDUNAN

ACCOUNTANT III

ADMINISTRATIVE ASSISTANT III

Administrative Officer V

EW FORM (IPCRF) JOJO L. NOVILLERO ACCOUNTANT III July 29, 2016

December 29, 2016

TO BE FILLED DURING EVALUATION

Timeliness Recorded transactions on or before 5th day of the following month

ACTUAL RESULTS

RATING Q

E

T

Ave.

SCORE*

0.000 0.000

Note:deadline of submission is on the 5th working day of the ensuing month

Recorded transactions two (2) days after the deadline

Recorded transactions three (3) days after the deadline

Recorded transactions four (4) days after the deadline

Recorded transactions five (5) days after the deadline

Prepared Journal Entry Vouchers on or before 5th day of the following month Note:deadline of submission is on the 5th working day of the following month Prepared Journal Entry Vouchers two (2) days after the deadline

0.000

0.000

Prepared Journal Entry Vouchers three (3) days after the deadline

Prepared Journal Entry Vouchers four (4) days after the deadline

Prepared Journal Entry Vouchers five (5) days after the deadline

Prepared Journals on or before the date of deadline (5th day of the ensuing month)

0.000

0.000

0.000

0.000

Prepared Journals two (2) days after the deadline

Prepared Journals three (3) days after the deadline

Prepared Journals four (4) days after the deadline

Prepared Journals five (5) days and beyond after the deadline

0.000 Monitored 120 account balances of cash advance throughout the year

Monitored 120 account balances of cash advance until 3rd Quarter of the year

Monitored 120 account balances of cash advance until 2nd Quarter of the year

Monitored 120 account balances of cash advance until 1st Quarter of the year

Monitored 120 account balances of cash advance until 2nd month of the year

Monitored spending and proper utilization of funds at the 5th day of each ensuing month

0.000

0.000

0.000

0.000

Monitored spending and proper utilization of funds at the 6th-8th day of each ensuing month

Monitored spending and proper utilization of funds at the 9th-11th day of each ensuing month

Monitored spending and proper utilization of funds at the 12th-14th day of each ensuing month Monitored spending and proper utilization of funds at the 15th day of each ensuing month Prepared Subsidiary Ledgers on or before December 31, 2016

Prepared Subsidiary Ledgers five (5) days after December 31, 2016

Prepared Subsidiary Ledgers ten (10) days after December 31, 2016

Prepared Subsidiary Ledgers fifteen (15) days after December 31, 2016 Prepared Subsidiary Ledgers thirty (30) days after December 31, 2016 0.000 Reviewed, revised and gave feedback on the 120 Liquidation Reports upon receipt

Reviewed, revised and gave feedback on the 120 Liquidation Reports one (1) day after the receipt

Reviewed, revised and gave feedback on the 120 Liquidation Reports two (2) day after the receipt

Reviewed, revised and gave feedback on the 120 Liquidation Reports three (3) day after the receipt

0.000

0.000

Reviewed, revised and gave feedback on the 120 Liquidation Reports four (4) day after the receipt

Provided significant inputs for improvement of accounting section on or before December 31, 2016

0.000

0.000

0.000

0.000

Provided significant inputs for improvement of accounting section two (4) days after December 31, 2016 Provided significant inputs for improvement of accounting section four (4) days after December 31, 2016 Provided significant inputs for improvement of accounting section four 1 week after December 31, 2016

Provided significant inputs for improvement of accounting section four 1 month after December 31, 2016 Recommended to management and draft correspondence and monitors understanding of such by schools & Learning Centers on or before December 31, 2016

Recommended to management and draft correspondence and monitors understanding of such by schools & Learning Centers five (5) days after December 31, 2016

Recommended to management and draft correspondence and monitors understanding of such by schools & Learning Centers ten (10) days after December 31, 2016

Recommended to management and draft correspondence and monitors understanding of such by schools & Learning Centers fifteen (15) days after December 31, 2016

No recommendation done

0.000

Performed other related task efficiently upon receipt

0.000

0.000

Performed other related task efficiently one (1) day after receipt

Performed other related task efficiently two (2) days after receipt

Performed other related task efficiently three (3) days after receipt

Performed other related task efficiently four (4) days after receipt

0.000 OVERALL RATING FOR ACCOMPLISHME NTS

Poor

0.000

Noted:

UNAN

ORLANDO E. MANUEL, Ph. D., CESO VI

cer V

Schools Division Superintendent