DEPARTMENT OF EDUCATION

REGION I
DIVISION OF LA UNION
Individual Performance Commitment and Review Form

Name of Employee: KARLA LORENA E. UGAY Name of Rater: MERCY Q. PONCIANO

Position: ADMINISTRATIVE ASSISTANT III Position: ACCOUNTANT III
Section/Unit: Date of Review:
Rating Period: April, 2018 to December 31, 2018

TO BE FILLED IN DURING PLANNING TO BE FILLED DURING EVALUATION

Weight
PERFORMANCE INDICATORS ACTUAL
KRAs OBJECTIVES TIMELINE per
(Quality, Efficiency, Timeliness)
RATING SCORE
KRA RESULTS
Q E T Ave

5 - presence of all the evidences required

Prepares and monitors the entries and 4 - absence of 1 evidence required
April 2018 to
maintenance in journals to check status and 15% 3 - absence of 2 evidences required
December 2018
quality assure entries. 2 - absence of 3 evidences required
FINANCIAL RECORDS 1 - absence of all the evidence required
1
AND REPORTS 5 - Submitted all the monthly reports
Submit monthly MOOE status reports and 4 - absence of 1 monthly report
April 2018 to
Property, Plant, and Equipment (PPE) records 15% 3 - absence of 2 monthly reports
December 2018
per school 2 - absence of 3 monthly reports
1 - absence of 4 monthly reports

5 - Reported errors and malfunctions as early

as the same day error was found.
4 - Reported error and malfunctions a day
after the error was found.
Reports errors and malfunctions of accounting
FINANCIAL SYSTEMS April 2018 to 3 - Reported error and malfunctions a week
2 system (eFRS) to enhance and improve the 10%
MAINTENANCE December 2018 after the error was found.
effectivity of Cash Advances downloading
2 - Reported error and malfunctions a month
after the error was found.
1 - No report or action taken after an error or
malfunction was found.
 Monitor and evaluate the liquidation reports on 5 - dowloaded 100% MOOE to all schools
downloaded funds to the accountable School 4 - 90% dowloaded 90% MOOE to all
Heads by checking and verifying the validity schools 3 - 80% dowloaded 80%
MONITORING AND April 2018 to
3 of the disbursements relative to the existing 15% MOOE to all schools 2 - 70%
EVALUATION December 2018
rules and regulations in order to properly dowloaded 70% MOOE to all schools
account for the utilization of government 1 - 60% dowloaded 60% MOOE to all
funds. school
 5 - Submitted all the evidences required
Reviews the safekeeping of accounting
4 - presence of 4 evidences
MONITORING AND records, documents, correspondece and reports April 2018 to
3 15% 3 - presence of 3 evidences
EVALUATION and ensures maximum security and systematic December 2018
2 - presence of 2 evidences
compilation of various accounting information.
1 - 1 evidences presented
5 - conducted TA to all schools every quarter
Provides technical assistance to the School 4 - conducted TA to 90% of schools every
Heads to enable them to follow financial quarter
TECHNICAL policies, guidelines, procedures towards proper April 2018 to 3 - conducted TA to 80% of schools every quarter
4 5%
ASSISTANCE utilization, safeguarding and reporting of December 2018 2-
funds; proper implementation of financial conducted TA to 70% of schools every quarter
system and other updates. 1-
conducted
5 - attendedTA to 60%
5 or moreof schoolsinevery
trainings quarter
a year
4 - attended 4 trainings in a year
Attend capability training, skills enhancement, 3 - attended 3 trainings in a
April 2018 to
continuous professional education to improve 5% year 2-
December 2018 attended 2 trainings in a year
efficiency and effectiveness of the unit.
1 - attended 1 trainings in a
year
5 - submitted accomplishment reports 2 days
after the end of each month
4 - submitted accomplishment reports 3 days
Submit daily accomplishment report to SDO after the end of each month
management monthly, to inform them on the April 2018 to 3 - submitted accomplishment reports 5 days
5%
progress, issues and challenges for corrective December 2018 after the end of each month
action. 2 - submitted accomplishment reports 7 days
ACCOUNTING
after the end of each month
5 SERVICES
1 - submitted accomplishment reports 2
PERFORMANCE
weeks after the end of each month

5 - attended all monthly conducted staff

meetings.
4 - attended 80% of all conducted monthly
Attend staff meeting to ensure flow of staff meetings.
information and communication critical to the April 2018 to 3 - attended 60% of all conducted monthly
5%
operational efficiency and effectiveness of the December 2018 staff meetings.
unit. 2 - attended 40% of all conducted monthly
staff meetings.
1 - attended 20% of all conducted monthly
staff meetings.

6 plus factor
*To get score, the rating is multiplied by the weight assigned
1 point for each factor but not exceed 10
1. Awarded as model employee (annual points
winner)
2. Resource Speaker/Lecturer in a training
seminar 3. Rendered service during
calamity/disaster 4. Rendered
community service 5.
Served as officer in an accredited organization
- national level.
6. Perfect attendance without late
April 2018 to
and undertime and approved leaves. 10%
December 2018
7. Contributor to an
official publication. 8. member of
editorial staff of an official publication. 9.
Introduce innovations within the unit or
department.
10. Committe chairman on division
level activities, programs or projects.
11. membership to
special bodies. ex. BAC/PHRACE
Overall Rating for
Accomplishment
100%
Rater Ratee