Annex F

INDIVIDUAL PERFORMANCE COMMITMENT AND REVIEW FORM (IPCRF)

Name of Employee: BEVERLY L. DONATO Name of Rater: FLORENTINO P. TAOTAO

Position: Administrative Assistant III/Senior Bookkeeper Position: SECONDARY SCHOOL PRINCIPAL II
Bureau/Center/Division: DIVISION OF SOUTHERN LEYTE - BONTOC NHS Date of Review: DECEMBER 22, 2019
Rating Period:
Wt per RATING
MFO KRAs OBJECTIVES TIMELINE PERFORMANCE INDICATORS RATING SCORE
KRA Q E T
IMPROVED ARCA 1. Ascertained that transaction have been
properly recorded in books. Daily 5% Record Books of Accounts
2. Prepared financial statement reports such as
trial balances, income and expenditure
statement and balance sheet statement with 2nd Day of the SLCIC, Disb. Vouchers, Journal
Succeeding 20% Entry Vouchers, General Ledgers,
FINANCIAL RECORDS the supporting journals and vouchers. Month Subsidiary Ledgers
AND REPORTS

3. Prepared adjusting entries needed for an General journals, Journal Entry

accurate and timely preparation of financial Vouchers, Notes to Financial
reports and to be submitted to COA and other Monthly 5% Statements
oversight agencies.

1. Prepared schedules to support statements Remittance Lists/ Schedules ,

of accounts or other financial statements for General Ledgers, Journal Entry
incorporation in the books of accounts or Monthly 5% Vouchers
progress reports.

2. Prepared reconciliation of books of accounts

ACCOUNT TRACKING to make necessary adjustments to maintain Bank Reconciliation Statement,
accuracy and updated records. Monthly 5% Statement of Cash Flow, General
Journal

3. Monitored release of cash advances to 5th Day of the Liquidation Report, Subsidiary
employees without complete attached Succeeding 10% Ledger, Status of Cash Advance,
documents needed for liquidation. Month Aging of Cash Advance
Compilation of COA/DBM/DepEd
Issuances re:Internal Control
1. Recommended to management and drafts Measures and Procedures
correspondence pertaining to
financial/bookkeeping matters based on Year End 5%
issuances of CO Finance and oversight
agencies and monitored understanding and
application by SDO, schools and learning
FINANCIAL centers.
TRANSACTIONS 2. Ensured that Audit Observation
RECORDING Memorandum (AOM) and COA Management Submitted Status of
PROCEDURES Letter findings are complied with, addressed Monthly 5% Implementation of Observation
and justified. (AOM) and Management Letter

3. Provided inputs for improvement of Using the Enhanced Financial

accounting section. Daily 5% Reporting System (EFRS)
4. Ensured that communications are acted Transmittal Letters and Reports
upon within prescribed period. Daily 5% Submitted
OTHER TASKS
1. Prepared budget proposals, Special Budget Online Submission of Budget
Requests and Accountability Reports as to Proposal (BP-201A and 201B),
BUDGET Accuracy for submission to various agencies. Year Round 5% FAR's 1-5, BAR 1, BED 1-3
PREPARATION
EXECUTION AND
REPORTS 2. Certified availability of Allotments, monitors Obligation Requests and Using
and records expenditures in appropriate Daily 5% Budget Monitoring System
registries.
1. Processed documents on personnel actions Authority to Fill Form, Proposal
such as appointments, promotion, transfer, Sheet, ERF Form, Appointment
reclassification, separation, resignation and Papers, Clearance
PERSONNEL ACTIONS retirement and submitted copies to SDO HR Year Round 2%
personnel concerned

1. Checked the accuracy of salaries and Salary Grade Table, STEP

benefits given to employees on a periodic Increment Computation Table
basis and respond to queries pertaining to Year Round 1%
salary /benefit claims.
2. Computed salary adjustment based on new NOSI / NOSA, Salary Grade Table
salary schedule, changes/adjustments in
SALARY deductions and communicate such to
ADMINISTRATION personnel concerned (Notice of Step Increase Year Round 3%
AND PERSONNEL (NOSI) and/or Notice of Salary Adjustment
RECORDS (NOSA)

3. Processed and released pertinent papers for Form 6, Clearance, Apllication

leaves, travel, transfers, reinstatements and Letter for Leaves and
non-compensatory time off of office personnel Year Round 1% Reinstatement, Vacation and Sick
and teachers. Leave Ledgers

1. Checked and verified computed vacation Individual Vacation and Sick Leave
service credits of teachers and non-teaching Ledger
personnel for accrual of leaves. Year Round 1%

2. Processed retirement/ separation papers Clearances Forms and Other

including accrued benefits and terminal leave related forms for the application
pay of retiring/resigning employees for Year Round 1% of such
benefits payment purposes
BENEFITS
ADMINISTRATION 3. Processes application for monetization of Apllication Letter, Form 6, Leave
leave credits Year Round 1% Ledger Card
4. Processed on application on leaves (sick, Application of Leave, Form 6 and
vacation, study, scholarships and training) for Year Round 1% Clearance Forms
approval of the School Head.
5. Checked and Verified application for loans Payroll, Individual Ledger
with GSIS, Pag-Ibig and private lending Year Round 1% Accounts, Certified Payslip
institutions
 1. Maintained and updated the Personnel Online Updating of PSIPOP
Services Itemization and Plantilla of Personnel Every Last Week
(PSI-POP) to reflect current staffing pattern of of the Month 2%
the organization.
PERSONNEL 2. Maintained a complete and updated Summary List of Submitted
INFORMATION personnel records of the School office Individual 201 Files
SYSTEM Year Round 1%
personnel and teachers in the 201 file
3. Prepared and submitted to the SDO HR the Compiled SALN of Individual
duly accomplished SALN of all employees on Every First Week 1% Employees
the School. of April

1.Prepared the School Annual Procurement Common Used Supplies Inventory

Plan, by collecting and consolidating the Report, Submitted APP
PROCUREMENT AND procurement plans of the school for approval Every 15th day
ACQUISITION of School Head and submission to DBM of November 2%

Inspection and Inventory Report

on School Buildings and Facilities

1. Prepared and conducted inventory and

maintained an updated inventory record of
CUSTODIANSHIP properties (e.g. furniture and fixtures, vehicles) Year End 1%
and equipment (computers, printers) by
following the prescribed process and pertinent
laws, rules, and regulations to establish
accountability and inclusion of the property in
the books of accounts in coordination with the
school's designated supply officer.
1. Prepared and recommended disposal of Inventory Report of Unserviceable
waste materials and unserviceable equipment Equipments and waste materials
after conducting inspections on an annual
basis to release accountability for
DISPOSAL unserviceable equipment and materials and Year End 1%
deletion from accounting record.

TOTAL RATING
PLUS FACTOR
FINAL RATING
ADJECTIVAL RATING

BEVERLY L. DONATO
Ratee
Date:_____________________________

FLORENTINO P. TAOTAO
Rater
Date:___________________________
APPROVED:

RANULFO L. MARAON
Officer In-Charge
Administrative Officer V