DOH - SPMS Form 3

INDIVIDUAL PERFORMANCE COMMITMENT AND REVIEW (IPCR)

I, SALVADOR A. GONZALES V, of the ACCOUNTING SECTION, commit to deliver and agree to be rated on the attainment of the following targets in accordance with the
indicated measures for the period JULY to DECEMBER, 2016.

SALVADOR A. GONZALES V Date:

Approved By: Date

NORBERTO A. BALANE, JR.

Name of Supervisor

5 – Outstanding
4 – Very Satisfactory
3 – Satisfactory
2 - Unsatisfactory
1 - Poor

RATING
SUCCESS INDICATOR
Output
(Targets + Measure)
Actual Accomplishment Q E T A Remarks
(1) (2) (3) (4)

Disbursement vouchers 95% of Disbursement are process within

process prescribed timelines.

Disbursement Vouchers 95% of DVs are indexes within the prescribed

indexes. timeline.

17 Subsidiary ledger for all infrastracture projects

Subsidiary Ledger prepared
maintained and updated on the 10th day f the
and maintained
succeding month.

6 Status of NCA Utilization prepares and submits

NCA Utilization
on the 10th day of the succeding month.
Bank Reconciliation 3 BRS prepares on the 10th day of the succeding
Stetement month.

RATING
Total Overall Rating 0.000
Final Average Rating 0.000
Adjectival Rating Very Satisfactory
Comments and Recommendation for Development Purposes

Discussed With: Assessed by: Date Final Rating by: Date

I certify that I discussed my assessment of the
performance with the employee.

SALVADOR A. GONZALES V ERNIE V. VERA, MD. MPH.

NORBERTO A. BALANE, JR.
Employee Supervisor Next Higher Supervisor

Legend: 1- Quantity 2 -Quality 3 - Timeliness 4 - Average

5 – Outstanding
4 – Very Satisfactory
3 – Satisfactory
2 - Unsatisfactory
1 - Poor
 DOH - SPMS Form 3
INDIVIDUAL PERFORMANCE COMMITMENT AND REVIEW (IPCR)

I, AMALIA C. VARGAS, of the ACCOUNTING SECTION, commit to deliver and agree to be rated on the attainment of the following targets in accordance with the indicated
measures for the period JULY to DECEMBER, 2016.

AMALIA C. VARGAS Date:

Approved By: Date

NORBERTO A. BALANE, JR.

Name of Supervisor

5 – Outstanding
4 – Very Satisfactory
3 – Satisfactory
2 - Unsatisfactory
1 - Poor

RATING
SUCCESS INDICATOR
Output
(Targets + Measure)
Actual Accomplishment Q E T A Remarks
(1) (2) (3) (4)

General Payrolls and

95% of General Payrolls and Disbursement
Disbursement Vouchers
Vouchers are process within prescribed timelines.
process.

Records Memorandum of 95% of MOAs per LGUs, NGAs are recorded in

Agreements (MOA) the Subsidiary Ledgers within 1 day.

No. of Journal Entry Vouchers(JEVs) prepare on

Journal Entry Vouchers (JEV)
due date/prescribed timelines.

Subsidiary Ledgers Subsidiary Ledgers for 8 Accounts are maintain

maintained and update monthly.

3 Accounting Reports prepares and submits on or

Accounting Reports
before 10th day of the month.

Certificate of Net Pay and No. of Certificate of Net Pays and Order of
Order of Payment prepare. Payment prepares with 5 correctible errors

Act as OIC at the AccountignSection in the

Officer-In-Charge of the
absence of the Chief. Reviewed & initialed
Accounting Section in the
accounting transactions within an hour upon
absence of the Chief
receipt with no missed out.

RATING
Total Overall Rating 0.000
Final Average Rating 0.000
Adjectival Rating Very Satisfactory
Comments and Recommendation for Development Purposes

Discussed With: Assessed by: Date Final Rating by: Date

I certify that I discussed my assessment of the
performance with the employee.

AMALIA C. VARGAS ERNIE V. VERA, MD. MPH.

NORBERTO A. BALANE, JR.
Employee Supervisor Next Higher Supervisor

Legend: 1- Quantity 2 -Quality 3 - Timeliness 4 - Average

 DOH - SPMS Form 3
INDIVIDUAL PERFORMANCE COMMITMENT AND REVIEW (IPCR)

I,RESTY D. DAEP, of the ACCOUNTING SECTION, commit to deliver and agree to be rated on the attainment of the following targets in accordance with the indicated measures
for the period JULY TO DECEMBER, 2016.

RESTY D. DAEP Date:

Approved By: Date

NORBERTO A. BALANE, JR.

Name of Supervisor

5 – Outstanding
4 – Very Satisfactory
3 – Satisfactory
2 - Unsatisfactory
1 - Poor

RATING
SUCCESS INDICATOR
Output
(Targets + Measure)
Actual Accomplishment Q E T A Remarks
(1) (2) (3) (4)

Ensure that 95% of DVs are process, reviews and

Disbursement Vouchers
certifies as to completeness of documents within
process, reviews & certifies
the prescribed timelines.

General Payrolls process, 95% of GPs are index with no errors within 24
reviews & signs hours.

Financial Accountability Reports submits, prepares

Financial Reports on the 7th day of the succeeding month and 25th
for the quarterly report.

General Ledger/General 5 Journal prepares on due date/prescribed

Journal prepares & maintains timelines.
Subsidiary Ledgers Subsidiary Ledgers for 8 Accounts are maintains
maintains and updates monthly.

LDDAPs certifies 100% of LDDAPs certifies

BIR form certifies 100% of BIR form reviews and certifies

RATING
Total Overall Rating 0.000
Final Average Rating 0.000
Adjectival Rating Very Satisfactory
Comments and Recommendation for Development Purposes

Discussed With: Assessed by: Date Final Rating by: Date

I certify that I discussed my assessment of the
performance with the employee.

RESTY D. DAEP ERNIE V. VERA, MD. MPH.

NORBERTO A. BALANE, JR.
Employee Supervisor Next Higher Supervisor

Legend: 1- Quantity 2 -Quality 3 - Timeliness 4 - Average

Deadlines of Financial Accountability Reports
Monthly
Financial Statements
MDS Utilization Report
Bank Reconciliation Statement
Report of Disbursement FAR 4
Quarterly
Report of Income and Other Receipts FAR 5
SABUDB by Object of Expenditure FAR 2
10th day of the ff. month
7th day of the ff month
10th day after receipt of bank statement
25th of the ff month
25th day after end of quarter
25th day after end of quarter
 DOH - SPMS Form 3
INDIVIDUAL PERFORMANCE COMMITMENT AND REVIEW (IPCR)
I,ANGELI LOU J. VILLANUEVA, of the ACCOUNTING SECTION, commit to deliver and agree to be rated on the attainment of the following targets in accordance with the indicated measures for the period JULY TO
DECEMBER, 2017.

ANGELI LOU J. VILLANUEVA Date: JULY 3, 2017

Approved By: Date

NORBERTO A. BALANE, JR.

Name of Supervisor D
i
v
5 – Outstanding
i 4 – Very Satisfactory
s 3 – Satisfactory
i 2 - Unsatisfactory
o 1 - Poor
n
RATING
SUCCESS INDICATOR A
Output
(Targets + Measure) c
Actual Accomplishment Q E T Ave Remarks
c (1) (2) (3) (4)
o
u
n100% of received DVS processed within the prescribed
t timeline (April to June)
Ensure that 95% of DVs are processed, reviewed and
Disbursement Vouchers processed, reviewed & a*Simple DVs- 127 out of 127 DVs processed are within
certified as to completeness of documents within the 5 5 5 5.000
certified bthe set timeline
prescribed timelines.
l *Complex DVs- 1,888 out of 1,894 DVs processed are
ewithin the set timeline

100% of General payrolls are processed within the set

95% of GPs are processed within timelines and indexed with timelines
General Payrolls processed, reviewed & signed 5 5 5 5.000
no errors within 24 hours. *486 out of 486 General Payrolls received were
processed on time with no errors.

Financial Accountability Reports are prepared and submitted: 3 Monthly Financial reports are prepared and submitted
* Trial on the 10th day of the succeeding month with no error.
Financial Reports 2 2 2 2.000
Balance and Financial Statements - 10th day of the ff. month

5 Journals are prepared on due date/prescribed

General Ledger/General Journal prepared &
5 Journals are prepared on due date/prescribed timelines. timelines without error, within 5 days from receipt of 5 5 2 4.000
maintained
RCD and RCI.

Subsidiary Ledgers for 16 Accounts are maintained and Subsidiary Ledgers for 16 Accounts are maintained and
Subsidiary Ledgers maintained 5 5 2 4.000
updated monthly. updated monthly.

100% of LDDAPs are reviewed and certified, with no

LDDAPS Certified 100% of LDDAPs reviewed and certified 5 5 5 5.000
errors
 100% of BIR forms are reviewed and certified, with no
BIR Form Certified 100% of BIR forms reviewed and certified 5 5 2 4.000
errors

RATING
Total Overall Rating 29.000
Final Average Rating 4.143
Adjectival Rating Very Satisfactory
Comments and Recommendation for Development Purposes

Discussed With: Assessed by: Date Final Rating by: Date

I certify that I discussed my assessment of the
performance with the employee.
ANGELI LOU J. VILLANUEVA NORBERTO A. BALANE, JR. ERNIE V. VERA, MD. MPH.
Employee Supervisor Next Higher Supervisor
Legend: 1- Quality 2 -Efficiency 3 - Timeliness 4 - Average
 DOH - SPMS Form 3
INDIVIDUAL PERFORMANCE COMMITMENT AND REVIEW (IPCR)
I,ANGELI LOU J. VILLANUEVA, of the ACCOUNTING SECTION, commit to deliver and agree to be rated on the attainment of the following targets in accordance with the indicated measures for the period JANUARY
TO JUNE, 2018.

ANGELI LOU J. VILLANUEVA Date: JANUARY 5,2018

Approved By: Date

NORBERTO A. BALANE, JR.

Name of Supervisor D
i
v
5 – Outstanding
i 4 – Very Satisfactory
s 3 – Satisfactory
i 2 - Unsatisfactory
o 1 - Poor
n
RATING
SUCCESS INDICATOR A
Output
(Targets + Measure) c
Actual Accomplishment Q E T Ave Remarks
c (1) (2) (3) (4)
o100% of received simple DVs processed within the
uprescribed timeline (January to June)
n
t 4 5 3 4.000
*Simple DVs- 123 out
aof 123 DVs processed are within the 3 days upon
Ensure that 95% of DVs are processed, reviewed and breceipt thereof
Disbursement Vouchers processed, reviewed &
certified as to completeness of documents within the l
certified
prescribed timelines. e99% of received complex DVs processed within the
prescribed timeline (January to June)
4 5 5 4.667
*Complex DVs- 2,187 out of 2,192 DVs processed
within 5 days upon receipt thereof

100% of General payrolls are processedwithin the

prescribed timeline (January to June)
95% of GPs are processed within timelines and indexed with
General Payrolls processed, reviewed & signed *727 out of 727 General Payrolls 4 5 5 4.667
no errors within 24 hours.
received were processed within 5 days upon the receipt
thereof
Financial Accountability Reports are prepared and submitted:
3 Monthly Financial reports are prepared and submitted
* Trial
Financial Reports on the 10th day of the succeeding month with no error. 2 2 2 2.000
Balance and Financial Statements - 10th day of the ff. month

6 Journals are prepared on due date/prescribed

General Ledger/General Journal prepared &
6 Journals are prepared on due date/prescribed timelines. timelines without error, within 5 days from receipt of 5 5 2 4.000
maintained
RCD and RCI.

Subsidiary Ledgers for 16 Accounts are maintained and Subsidiary Ledgers for 16 Accounts are maintained and
Subsidiary Ledgers maintained 5 5 2 4.000
updated monthly. updated monthly.

100% of LDDAPs are reviewed and certified, with no

LDDAPS Certified 100% of LDDAPs reviewed and certified 5 5 5 5.000
errors
 100% of BIR forms are reviewed and certified, with no
BIR Form Certified 100% of BIR forms reviewed and certified 5 5 5 5.000
errors
RATING
Total Overall Rating 33.333
Final Average Rating 4.167
Adjectival Rating Very Satisfactory
Comments and Recommendation for Development Purposes

Discussed With: Assessed by: Date Final Rating by: Date

I certify that I discussed my assessment of the
performance with the employee. JULY 12, 2018
ANGELI LOU J. VILLANUEVA NORBERTO A. BALANE, JR. ERNIE V. VERA, MD. MPH.
Employee Supervisor Next Higher Supervisor
Legend: 1- Quality 2 -Efficiency 3 - Timeliness 4 - Average
 DOH - SPMS Form 2
DIVISION PERFORMANCE COMMITMENT AND REVIEW (DPCR)

I,___________________________, Division Chief of the ____________________________________, commit to deliver and agree to be rated on the attainment of the following
targets in accordance with the indicated measures for the period _______________ to __________________, 20_____.

Name of Division Chief : Date: ____________

Approved By: Date

Name of Supervisor

5 – Outstanding
4 – Very Satisfactory
3 – Satisfactory
2 - Unsatisfactory
1 - Poor
RATING SCALE

RATING
Major Final PERFORMANCE INDICATORS Alloted Section/Person Actual QLY
Output
Functional Objectives
Budget Accountable Accomplishment QTY T A Remarks
(1) (3) (4)
(2)

RATING
Total Overall Rating
Final Average Rating
Adjectival Rating
Comments and Recommendation for Development Purposes

Discussed With: Assessed by: Date Final Rating by: Date

I certify that I discussed my assessment of the
perfomance with the employee

Employee Supervisor Next Higher Supervisor

Legend: 1- Quantity 2 -Quality 3 - Timeliness 4 - Average

Legend: 1- Quantity 2 -Quality 3 - Timeliness 4 - Average
 DOH - SPMS Form 4

SUCCESS INDICATORS

Organizational
Success Indicator Measures +
Major Final Outputs Performance Measures Performance Targets Outcomes/Sectoral
Targets
Goals
 DOH - SPMS Form - 5
Sample Summary List of Individual Performance Ratings

Office A Performance Assessment: Very Satisfactory

Rating
Division A
Numerical Rating Adjectival Rating
Division A Rating

Employee 1
Employee 2
Employee 3
Employee 4
Employee 5
No. of Employees (excluding Div. Chief) = 5
Average ratings of staff

Rating
Division B
Numerical Rating Adjectival Rating
Division B Rating

Employee 1
Employee 2
Employee 3
Employee 4
No. of Employees (excluding Div. Chief) = 4
Average ratings of staff

Rating
Division C
Numerical Rating Adjectival Rating
Division C Rating

Employee 1
Employee 2
Employee 3
Employee 4
No. of Employees = 4 (excluding Div. Chief)
Average ratings of staff

Summary: Division A
Division B
Division C
Average
 DOH-SPMS Form - 6

Performance Monitoring and Coaching Journal

1st Q
u
2nd a
r
3rd t
e
4th r
Name of Division: _________________________________
Division Chief/Director ______________________________________
Number of Personnel in the Office/Division ________________________

Mechanism/s
Activity Meeting Others
Memo Remarks
(Pls. Specify)
One-in-One Group
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

 DOH - SPMS Form - 6A

I. Performance Monitoring and Coaching

(Illustration showing a Sample Tracking Tool for Monitoring Targets)

Task Status
Major Final Assigned
Tasks Duration Remarks
Output to Week 1 Week 2 Week 3 Week 4

Test Item 1.1 Conduct of Test

Item Workshop
1.2 Review of Test
Items
Test Bank 2.1 Encoding of Test
Database Item
2.2 Updating of Test
Item Properties
2.3
Management/Mainte
nance of Test Bank
Database
Exam 3.1 Consultation with
Calendar and CSCRO's
Announceme 3.2 Preparation of
nt Calendar/Announce
ment
3.3 Presentation of
Calendar
/Announcement
Exam 4.1 Constitution of
Conduct Exam Commitees
Action Plan

4.2 Determination of
Testing Centers /Test
Administrators

4.3 Preparation of
Budget Estimate
(Income and
Expenses)
Non- 5.1 Preparation of
Confidential Examiner's Manual
Examination 5.2 Reproduction of
Documents Examination
Documents
5.3 Dissemination of
Examination of
Examination
Documents
Processed 6.1 Review and
Examination Evaluation of
Application Application
6.2 Batching of
Application
 DOH SPMS Form - 6 B

J. Performance Monitoring and Coaching

(Illustration showing a Sample Tracking Tool for Monitoring Assignments)

Performance Monitoring Form

Task ID No. Subject Action Output Date Date Remarks
Officer Assigned Accomplished
Documents No. Subject Area of the Task Date the task Date the Output
or Task No. If or the Signatory of the was assigned was approved by
Taken from Documents and Subject to the draffter the approver
WFP Area
 DOH SPMS Form - 5

Summary List of Individual Performance Ratings

MSD - Accounting Performance Assessment: Very Satisfactory

Rating
Divison Numerical Rating Adjectival Rating
Nelannie R. Besorio 4.167 Very Satisfactory

Resty D. Daep 4.143 Very Satisfactory

Amalia C. Vargas 4.138 Very Satisfactory
Salvador A. Gonzales 4.133 Very Satisfactory
Total 16.581
No. of Employees 4
Average Ratings of Staff 4.145
 DOH-SPMS Form - 7

Perfomance Rewarding and Development

(Illustration showing a Professional Development Plan Template)

Professional Development Plan

Date:

Target Date

Review Date

Achieved Date

Aim

Objective

Task Next Step

Commets
Professional Development Plan

Date

Aim

Objective

Target Date

Review Date

Achieved Date

Commets

Task

Outcome

Next Step