Enclosure No. 1 to Regional Memorandum No.
2021
Note: Respectfully attaching here my suggestions in blue letters.
SBM Dimension: FINANCE AND RESOURCE MANAGEMENT AND MOBILIZATION
Standard
1. The school ensures that
programs, projects and
activities are funded as
reflected in the school plan.
Standard
2.The school ensures that
procurement activities are
within the approved plan and
budget as required by law.
, s.
MEANS OF VERIFICATION (MOVs)
Level 1 Level 2 Level 3 Level 4
The school The school ENSURES The school and its The school shares its
IDENTIFIES fund requirements to stakeholders ensure the effective fiscal planning
programs, projects address priority availability of fund and budgeting practices
and activities and improvement areas as requirements for programs, within a community of
fund requirements as reflected in the school projects and activities that schools to encourage
reflected in the school plan. supplement the school plan efficiency and influence
plan. through innovative ways. high performance
among them.
MOVs for Level 1 MOVs for Level 2 MOVs for Level 3 MOVs for Level 4
-List of Identified -List of implemented PPAs -Inventory/ Record/ List of -Records/List of Awards
Programs, Projects to address priority Approved Project and Recognition/
and Activites where improvement areas with Proposals/Resolutions/Letter Benchmarking of other
materials and supplies fund requirements and Requests in support of PPAs schools on effective FRMM
underwent procurement actual expenditure. funded by SEF, Alumni, PTA, duly acknowledged by
process. etc. (outsourced) higher authority/office.
*PPAs based from 1. Inventory/Records (POW- 1. Records/List of Awards
AIP/adjusted AIP BOM/Before, During and After and Recognition (in
Pictorials (if applicable)
1. List of at least 2 1. List of at least 2 PPAs connection to fully
identified PPAs that 2. List of Approved Project implemented PPAs ) At least 1
fully and timely Proposals/Resolutions/Lette
underwent Award signed by and/or
implemented (attach r Requests PSDS/SDS.
procurement process complete Liquidation 3. Report on the Status of 2. Benchmarking of other
Report) Implementation schools on effective FRMM
duly acknowledged by
higher authority/office.
Level 1 Level 2 Level 3 Level 4
The school is aware of The school sets in place The school and its The school promotes
systems and processes systems and processes to stakeholders identify and adopt innovative practices and
on procurement required ensure that procurement innovative ways for the timely shares information within
by law. activities are within the procurement of goods and a community of schools to
approved plan and budget services within the approved achieve efficiency in the
as required by law. plan and budget. procurement of goods and
services.
- List of Procurement -List of Established -List of innovative procedures -List of schools
Activities. localized procurement adopted by the school and its adopted/adapted the
procedures. stakeholders for the efficient innovative procedures for
Enclosure No. 1 to Regional Memorandum No.
SBM Dimension: FINANCE AND RESOURCE MANAGEMENT AND MOBILIZATION
Standard
1. The school ensures that
programs, projects and
activities are funded as
reflected in the school plan.
Standard
3.The school funds are
disbursed and utilized in
accordance to accounting
and auditing rules -and
regulations
, s. 2021
Level 1 Level 2 Level 3 Level 4
The school The school ENSURES The school and its The school shares its
IDENTIFIES fund requirements to stakeholders ensure the effective fiscal planning
programs, projects address priority availability of fund and budgeting practices
and activities and improvement areas as requirements for programs, within a community of
fund requirements as reflected in the school projects and activities that schools to encourage
reflected in the school plan. supplement the school plan efficiency and influence
plan. through innovative ways. high performance
among them.
MOVs for Level 1 MOVs for Level 2 MOVs for Level 3 MOVs for Level 4
procurement of goods and the efficient procurement
services. of goods and services.
Level 1 Level 2 Level 3 Level 4
Disbursement
The school disburses The school ensures that The school adopts innovative The school shares information
funds based on the funds are disbursed as disbursement practices with and innovative practices on
Monthly Cash Programs planned and in full transparency to its effective disbursement in
or School Operation accordance to accounting stakeholders in accordance accordance to accounting rules
Budget. rules and regulations. to auditing rules and and regulations to effect
regulations. sustainable improvement
within a community of schools.
-Records/Inventory of -Records of disbursements - List of Innovative -List of innovative practices on
Cash Flow as reflected reflected in the timely Disbursement Practices effective disbursement
in the Cash submission of Liquidation adopted/adapted by other
Disbursement Register Reports. - List of Programs/Activities schools.
in accordance with that promote full
School Operating transparency to its
Budget. *1. Liquidation Report stakeholders. Copy of Division/District
2. Transmittal Report (c/o Memo or
*1. Photocopy of SDO Finance) Ex. Approved Letter of Request
Approved CDR - Note: Deadline of 1. Resolutions/Cash from other schools to conduct a
liquidation is every 10th of benchmarking
books for non-
the month for non-IUS
DepEd funds
2. On-line payments
3. Digital
disbursements
4. Staff getting paid by
Enclosure No. 1 to Regional Memorandum No. , s. 2021

direct deposit
Utilization
The school is about to The school meets the The school, with its The school encourages the
meet the minimum minimum required stakeholders, ensures that efficient utilization of funds
required utilization of utilization of funds in the effective disbursement within a community of schools
funds in accordance to accordance to accounting and fund utilization of funds by sharing effective ways that
accounting and auditing rules and regulations. are sustained and innovative influence positive changes in
rules and regulations. means to improve are the practices.
developed.
-Certification of -Certification of Full -List of sustained and -List of sustained and
Percentage of Fund Utilization of Monthly innovative means of Monthly innovative utilization of funds
Utilization. Downloaded MOOE Funds. Utilization of Funds signed by adopted/adapted by other
the accountant and noted by the schools.
stakeholders.

*1. Certification of *1. Certification of Full *1. List of at least 1 *1. List of at least 1 sustained
Percentage of Fund Utilization of Monthly sustained and innovative and innovative utilization of
Utilization issued/signed Downloaded MOOE Funds utilization of funds signed by funds
by the Bookkeeper and signed by the Bookkeeper, the accountant and noted by the adopted/adapted/benchmarked
Noted by the PSDS (for and PSDS. stakeholders (PTA Treasurer by other schools.
non-IUS); Approved by and Auditor) (by school year)
the SH (for IUS) Approved Letter of Request
(signed by the PSDS/SDS) from
other schools to conduct a
benchmarking

Certificate of Appreciation from

requesting schools.

Standard Level 1 Level 2 Level 3 Level 4

4.The school implements The school has The school implements The school, with its The school shares information
management strategies to management strategies effective management stakeholders, about effective practices on
mobilize resources in place to mobilize strategies to mobilize institutionalizes innovative resource mobilization that has
resources. resources. practices on resource positive influence on the
Enclosure No. 1 to Regional Memorandum No.
Standard
5.The school ensures that
assets are properly managed
and fully utilized.
, s. 2021
-Social Mobilization and -List of Implemented
Networking Plan. Social Mobilization and
Networking Activities.
*1. Social Mobilization *1. Implemented at least
and Networking Plan (BE 1 Social Mobilization and
Template) Networking Activity
(attach any of the ff if
applicable: Approved
Training Design, Program
Advocacy, POW-BOM,
Completion Report,
Inspection Report, Deed of
Donation, Deed of
Acceptance, MOA, MOU,
Pictorials before, during
and after)
Level 1 Level 2
The school is aware of The school complies with
the existing asset asset management policy
management policy. to ensure that assets are
properly managed and
fully utilized.
-List of Asset - List of Established
Management Activities localized Asset
Management Procedures
*1. List of Asset
Management Activities *1. List of at least 1
(attach the ff: a. established localized Asset
ICS/MR) Management Procedures
(attach the
structure/process flow
chart/system established
on localized asset
management)
mobilization.
- List of Institutionalized and
Innovative Social
Mobilization and Networking
Practices.
*1. List of Institutionalized
and Innovative Social
Mobilization and Networking
Practices.
Level 3
The school and its
stakeholders ensure that the
proper management and full
utilization of assets are
efficiently sustained through
innovative practices.
-List of innovative
procedures adopted by the
school and its stakeholders
for the efficient Asset
Management
*1. List of innovative
procedures sustained and
adopted by the school and
its stakeholders for the
efficient Asset Management
(attach the structure/process
flow chart/system
management strategies of the
community of schools
-List of Innovative Social
Mobilization and Networking
Practices adopted/adapted by
other School.
*1. List of Innovative Social
Mobilization and Networking
Practices adopted/adapted by
other School.
Approved Letter of Request
from other schools to conduct a
benchmarking
Certificate of Appreciation from
requesting schools.
Level 4
The school creates a venue for a
community of schools to share
information and innovative
practices on asset management
that results to improved
performance.
-List of innovative Asset
Management procedures
adopted/adapted by other
schools for full utilization of
resources
*1. List of innovative Asset
Management procedures
adopted/adapted/benchmarked
by other schools for full
utilization of resources
Enclosure No. 1 to Regional Memorandum No.
Standard
6.The school complies to all
physical and financial
reportorial requirements in a
timely and accurate manner.
, s. 2021
established on localized
asset management)
Level 1 Level 2 Level 3 Level 4
The school complies to The school complies to all The school ensures that The school institutionalizes the
all physical and physical and financial reports are used to improve regular use of reports as
financial reportorial reportorial requirements PAPs implementation and feedback mechanisms to
requirements. in a timely and accurate fund utilization, and are improve physical and financial
manner. properly communicated to management systems within a
stakeholders. community of schools.
- List of submitted - List of all complied -List of Strategies adjusted -List of Schools
Physical and Financial Physical and Financial for improved PAPs Adopted/Adapted the
Reports Reports submitted to implementation and Fund innovative procedures on PAPs
appropriate offices Utilization communicated to implementation and Fund
promptly and accurately stakeholders Utilization
*1. List of all complied
Physical and Financial *1. List of Schools
Reports submitted to Adopted/Adapted the
appropriate offices innovative procedures on PAPs
promptly and accurately implementation and Fund
(based on SDO Timetable- Utilization (attach Certification
MOOE, SBFP, etc) that the PAPs were adopted by
2. Certificate of No the school)
Unliquidated Funds
received and signed by Approved Letter of Request
Bookkeeper and noted by from other schools to conduct a
the PSDS benchmarking
Certificate of Appreciation from
requesting schools.