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 _______________________________

Actual Results
Wt per
MFO KRAs Objectives Timeline Performance Indicators RATING SCORE
KRA Q E T
IMPROVED 1. Ascertained that transaction have been properly
ARCA recorded in books.
Daily 5% Record Books of Accounts

2. Prepared financial statement reports such as trial 2nd Day of

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

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

accounts or other financial statements for Ledgers, Journal Entry Vouchers
incorporation in the books of accounts or progress
Monthly 5%
reports.
2. Prepared reconciliation of books of accounts to Bank Reconciliation Statement,
ACCOUNT make necessary adjustments to maintain accuracy Monthly 5% Statement of Cash Flow, General
TRACKING and updated records. Journal
3. Monitored release of cash advances to 5th Day of
employees without complete attached documents the Liquidation Report, Subsidiary
needed for liquidation. Succeeding 10% Ledger, Status of Cash Advance,
Aging of Cash Advance
Month
 Compilation of COA/DBM/DepEd
1. Recommended to management and drafts Issuances re:Internal Control
FINANCIAL correspondence pertaining to financial/bookkeeping Measures and Procedures
TRANSACTIONS matters based on issuances of CO Finance and
RECORDING
Year End 5%
oversight agencies and monitored understanding
PROCEDURES and application by SDO, schools and learning
centers.
2. Ensured that Audit Observation Memorandum
(AOM) and COA Management Letter findings are Submitted Status of Implementation of
complied with, addressed and justified. Monthly 5% Observation (AOM) and Management
Letter

3. Provided inputs for improvement of accounting Using the Enhanced Financial

section.
Daily 5% Reporting System (EFRS)
4. Ensured that communications are acted upon Transmittal Letters and Reports
within prescribed period.
Daily 5% Submitted

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

Salary Grade Table, STEP Increment

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

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

3. Processed and released pertinent papers for Form 6, Clearance, Apllication Letter
leaves, travel, transfers, reinstatements and non- for Leaves and Reinstatement,
compensatory time off of office personnel and Year Round 1% Vacation and Sick Leave Ledgers
teachers.
 1. Checked and verified computed vacation service Individual Vacation and Sick Leave
credits of teachers and non-teaching personnel for Year Round 1% Ledger
accrual of leaves.
2. Processed retirement/ separation papers Clearances Forms and Other related
including accrued benefits and terminal leave pay of forms for the application of such
retiring/resigning employees for benefits payment Year Round 1%
purposes
BENEFITS
3. Processes application for monetization of leave Apllication Letter, Form 6, Leave
ADMINISTRATION 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 with Payroll, Individual Ledger Accounts,
GSIS, Pag-Ibig and private lending institutions Year Round 1% Certified Payslip

1. Maintained and updated the Personnel Services Online Updating of PSIPOP

Itemization and Plantilla of Personnel (PSI-POP) to Every Last
reflect current staffing pattern of the organization. Week of the 2%
Month

2. Maintained a complete and updated personnel Summary List of Submitted Individual

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

1.Prepared the School Annual Procurement Plan, Common Used Supplies Inventory
Every 15th
PROCUREMENT by collecting and consolidating the procurement Report, Submitted APP
AND ACQUISITION plans of the school for approval of School Head and day of 2%
submission to DBM November
 Inspection and Inventory Report on
School Buildings and Facilities
1. Prepared and conducted inventory and
maintained an updated inventory record of
properties (e.g. furniture and fixtures, vehicles) and
CUSTODIANSHIP equipment (computers, printers) by following the Year End 1%
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 Inventory Report of Unserviceable
materials and unserviceable equipment after Equipments and waste materials
conducting inspections on an annual basis to
DISPOSAL release accountability for unserviceable equipment Year End 1%
and materials and deletion from accounting record.

TOTAL RATING
PLUS FACTOR
FINAL RATING
ADJECTIVAL RATING

Ratee
Date:_____________________________

Rater

Date:___________________________
APPROVED:

SAMUEL R. SOLIVEN, Ph. D.

Officer In-Charge
Office of the Schools Division Superintendent