Republic of the Philippines

DEPARTMENT OF EDUCATION
Region 02
SCHOOLS DIVISION OF NUEVA VIZCAYA

INDIVIDUAL PERFORMANCE COMMITMENT & REVIEW FORM

Name of Employee:
Position: Administrative Assistant III Name of Rater:
Review Period: Position: E62
School: Date of Review

Wt per
MFO KRAs Objectives Timeline Performance Indicators
KRA

IMPROVED 1. Ascertained that transaction have been properly recorded in

Daily 5% Record Books of Accounts
ARCA books.
2. Prepared financial statement reports such as trial balances, 2nd Day of
income and expenditure statement and balance sheet statement
the SLCIC, Disb. Vouchers, Journal Entry Vouchers,
FINANCIAL RECORDS
with the supporting journals and vouchers.
Succeeding 20% General Ledgers, Subsidiary Ledgers
AND REPORTS Month
3. Prepared adjusting entries needed for an accurate and timely General journals, Journal Entry Vouchers, Notes
preparation of financial reports and to be submitted to COA and to Financial Statements
other oversight agencies. Monthly 5%

1. Prepared schedules to support statements of accounts or other Remittance Lists/ Schedules , General Ledgers,
financial statements for incorporation in the books of accounts or Journal Entry Vouchers
progress reports. Monthly 5%

2. Prepared reconciliation of books of accounts to make necessary

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

3. Monitored release of cash advances to employees without 5th Day of

complete attached documents needed for liquidation. Liquidation Report, Subsidiary
the
Succeeding 10% Ledger, Status of Cash Advance,
Aging of Cash Advance
Month
 Compilation of COA/DBM/DepEd
FINANCIAL Issuances re:Internal Control
TRANSACTIONS Measures and Procedures
RECORDING
1. Recommended to management and drafts correspondence Year End 5%
pertaining to financial/bookkeeping matters based on issuances of
PROCEDURES CO Finance and oversight agencies and monitored understanding
and application by SDO, schools and learning centers.
2. Ensured that Audit Observation Memorandum (AOM) and COA
Submitted Status of Implementation of
Management Letter findings are complied with, addressed and Monthly 5% Observation (AOM) and Management Letter
justified.
3. Provided inputs for improvement of accounting section. Using the Enhanced Financial Reporting System
Daily 5% (EFRS)
4. Ensured that communications are acted upon within prescribed Transmittal Letters and Reports Submitted
period.
Daily 5%
OTHER TASKS
1. Prepared budget proposals, Special Budget Requests and Online Submission of Budget Proposal (BP-201A
Accountability Reports as to Accuracy for submission to various and 201B), FAR's 1-5, BAR 1, BED 1-3
BUDGET PREPARATION agencies. Year Round 5%
EXECUTION AND
REPORTS
2. Certified availability of Allotments, monitors and records Obligation Requests and Using Budget
expenditures in appropriate registries. Daily 5% Monitoring System
1. Processed documents on personnel actions such as Authority to Fill Form, Proposal Sheet, ERF
appointments, promotion, transfer, reclassification, separation, Form, Appointment Papers, Clearance
PERSONNEL ACTIONS resignation and retirement and submitted copies to SDO HR Year Round 2%
personnel concerned

Salary Grade Table, STEP Increment

1. Checked the accuracy of salaries and benefits given to Computation Table
employees on a periodic basis and respond to queries pertaining Year Round 1%
to salary /benefit claims.

SALARY ADMINISTRATION 2. Computed salary adjustment based on new salary schedule, NOSI / NOSA, Salary Grade Table
changes/adjustments in deductions and communicate such to
AND PERSONNEL
RECORDS
personnel concerned (Notice of Step Increase (NOSI) and/or Year Round 3%
Notice of Salary Adjustment (NOSA)

3. Processed and released pertinent papers for leaves, travel, Form 6, Clearance, Apllication Letter for Leaves
transfers, reinstatements and non-compensatory time off of office and Reinstatement, Vacation and Sick Leave
personnel and teachers. Year Round 1% Ledgers

1. Checked and verified computed vacation service credits of Individual Vacation and Sick Leave Ledger
teachers and non-teaching personnel for accrual of leaves. Year Round 1%
 2. Processed retirement/ separation papers including accrued Clearances Forms and Other related forms for
benefits and terminal leave pay of retiring/resigning employees for the application of such
benefits payment purposes Year Round 1%
BENEFITS
ADMINISTRATION 3. Processes application for monetization of leave credits Apllication Letter, Form 6, Leave Ledger Card
Year Round 1%
4. Processed on application on leaves (sick, vacation, study, Application of Leave, Form 6 and Clearance
scholarships and training) for approval of the School Head. Year Round 1% Forms

5. Checked and Verified application for loans with GSIS, Pag-Ibig Payroll, Individual Ledger Accounts, Certified
and private lending institutions
Year Round 1% Payslip
1. Maintained and updated the Personnel Services Itemization Online Updating of PSIPOP
Every Last
and Plantilla of Personnel (PSI-POP) to reflect current staffing
pattern of the organization. Week of the 2%
Month

PERSONNEL 2. Maintained a complete and updated personnel records of the Summary List of Submitted Individual 201 Files
INFORMATION SYSTEM School office personnel and teachers in the 201 file Year Round 1%
3. Prepared and submitted to the SDO HR the duly accomplished Compiled SALN of Individual Employees
SALN of all employees on the School. Every First
Week of April 1%

1.Prepared the School Annual Procurement Plan, by collecting Common Used Supplies Inventory Report,
and consolidating the procurement plans of the school for Every 15th Submitted APP
PROCUREMENT AND
ACQUISITION approval of School Head and submission to DBM day of 2%
November
Inspection and Inventory Report on School
Buildings and Facilities

1. Prepared and conducted inventory and maintained an updated

CUSTODIANSHIP inventory record of 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 waste materials and Inventory Report of Unserviceable Equipments
unserviceable equipment after conducting inspections on an and waste materials
annual basis to release accountability for unserviceable equipment
DISPOSAL and materials and deletion from accounting record. Year End 1%
 Ratee
Date:_____________________________

APPROVED:

SAMUEL R. SOLIVEN, Ph. D.

Officer In-Charge
Office of the Schools Division Superintendent
public of the Philippines

MENT OF EDUCATION
Region 02
VISION OF NUEVA VIZCAYA

NCE COMMITMENT & REVIEW FORM

_______________________________

Actual Results
RATING SCORE
Q E T
OTHER TASKS
TOTAL RATING
PLUS FACTOR
FINAL RATING
ADJECTIVAL RATING

Rater

Date:___________________________