ORIENTATION-SEMINAR COMMONADMINISTRATIVEOPES R eT … · ORIENTATION-SEMINAR onNe ... Example Unit Code College of Arts and Letters CAL-001 College of Social Sciences and Philosophy

ORIENTATION-SEMINARonthe

COMMONADMINISTRATIVEOPES ReferenceTableandits useinSettingTargets

For Academic And Executive

Offices and their Service Units’

Administrative Services Section

June 24,2010

8:30-4:30

Venue: Institute for Small Scale Industries (ISSI)

Office of the Vice President for Administration

University of the Philippinesin coordination with the

Human Resources Development OfficeOVPA-HRDO OPES presentation 06.24.10

Contents• Back groundInformationaboutOPES implementationinthe

University• Deve lopment/craftingofCOMMONADMINISTRATIVEOPES

REFERENCETABLE• OutputoftheAdHoc Committeeto Calibrate theOPES

ReferenceTableoftheAcademic Units’ AdministrativeServiceSectionandExecutiveOffi ces andtheirServiceUnits’ : Co mmonAdministrative OPES Re fe re nc e Table (Fir st Dr aft)

• GeneralGuidelines ontheUseoftheCommonAdministrativeReferenceTableinsetting:I. INDIVIDUALPERFORMANCETARGETSII. OFFICEPERFORMANCETARGETS

E. COMPUTATIONOFOPES PERFOMANCEOUTPUTSF. GeneralGuidelines inthePILOT-TESTING oftheCommon

AdministrativeReferenceTableOVPA-HRDOOPES presentation06.24.10

The Implementation of the NewPerformance Evaluation in the

Entire UP System

• CSC Me mo randumC ircularNo . 7, s .2007, theCommis s iondire ctedtheins tallationofthePMS-OPES inthec ivils e rviceas ame ans ofimprovingpublic s e rvicede live ry.

OVPA-HRDOOPES presentation06.24.10


Entire UP System

• Ins e ction5 ofAO No . 241 (mandatingthespe e dy imple me ntationofRANo . 9485,othe rwiseknownas theAntRedTapeActof2007” andits IRRandstre ngthe ningtheApplicationthe re o f) in2008, theOfficeofthePre s ide ntre quiredall gove rnme ntag e ncie s to “institute aPe rformanceEvaluationSystem… ”OVPA-HRDOOPES presentation

06.24.10


Entire UP System

• Congre s s ionalJo intRe s o lutionNo . 4approvedonJune17, 2009 spe c ificallyprovide s forthegrantofstep incre me nttoe mploye e s inre cognitionofme ritoriouspe rformance



Entire UP System

• Thede adlineoftheins tallationofthePMS_OPES forS tate Unive rs itie s andColle ge s has be ene xtendedfromJune2008 to Nove mber201 0.


To date, the following OPES Reference Tables hadalready been crafted, calibrated and currently beingpilot-tested:

OPES ReferenceTables .Memo No Date Issued -Schedule of Pilot

Testing

HRDO AAS-09-14 2.19.09 Jan-Dec 2009

ACCOUNTING AAS-10-08 1.15.10 Jan-June 2010

BUDGET AAS-10-081.15.10 Jan-June 2010

CASHAAS-10-08 1.15.10 Jan-June 2010

SPMOAAS-10-08 1.15.10 Jan-June 2010

UNIVERSITY POLICE AAS-10-25 4.8.10 April-May 2010

CMO/ CPDMO/ OCA AAS-10-34 4.22.10 May-June 2010


Per instruction from,OVPA

implementation of-System wide pilot

testing is- 2 0 1 0 .July December


/DEVELOPMENT CRAFTING OF COMMONADMINISTRATIVE OPES REFERENCE TABLE

• Inview ofMe mo randumNo . AAS-09-95 dated03 De c e mber2009, theOfficeoftheVicePre s ide ntforAdministrationdire ctedall units tosubmitto the irre s pe ctiveHRDOs the irOPESRe fe re nceTab le s by 14De c e mber2009


/DEVELOPMENT CRAFTING OF COMMONADMINISTRATIVE OPES REFERENCE TABLE

• InJanuary 28, 201 0 anAdHoc CommitteewasconstitutedthruAO No . PERR 10-006 tocalibrate the sesubmittedOPES Re fe re nceTab le s ofAcademic Units ’ AdministrativeS e rvice s S e ctionandExe cutiveandthe irS e rviceUnits .


The Output of the Ad Hoc CalibrationCommittee on the OPES Reference Table of

,the Academic Executive Offices and their’Service Units Administrative Service

:Section CommonAdministrativeOPES REFERENCE Table( )First Draft


The Common Administrative Reference Table is grouped according to the followingcategories:

General AdministrativeFunctions

Inc ludetas ks /activitie s ofthefollowingpo s itions : AdministrativeAide ,AdministrativeAs s is tant, S e niorAdministrativeAs s is tant, AdministrativeOffic e r, Supe rvis ingAdministrativeOffic erandChiefAdministrative offic erandotherre le vantpo s itions

-Student Related FunctionsInc ludetas ks /activitie s ofthefollowingpo s itions : SRE, SCE, andotherre le vantpo s itions

/ -Computer IT RelatedFunctions

Inc ludetas ks /activitie s ofthefollowingpo s itions : ITO, ComputerOpe rato r,ComputerProgramme r, andotherre le vantpo s itions

-Laboratory RelatedFunctions

Inc ludetas ks /activitie s ofthefollowingpo s itions : Labo rato ry Aide , Labo rato ryTe chnic ianandotherre le vantpo s itions

-Library Related Functions Inc ludetas ks /activitie s oflibrary supports taff po s itions

-Audiovisual RelatedFunctions

Inc ludetas ks /activitie s ofthepo s itions :AVEO, AVAT, andotherre le vantpo s itions


The Common Administrative Reference Table is groupedaccording to the following categories:

General Administrative FunctionsInclude tasks/activities of the followingpositions:– Administrative Aide, Administrative Assistant,Senior Administrative Assistant,Administrative Officer, SupervisingAdministrative Officer and ChiefAdministrative Officer and other NO NOPApositions such as Executive Assistants, etc.



Student-Related FunctionsInclude tasks/activities of the followingpositions:– SRE, SCE, SSAO, etc



Computer/IT-Related FunctionsInclude tasks/activities of the followingpositions:– ITO, Computer Operator, ComputerProgrammer



Laboratory-Related FunctionsInclude tasks/activities of the followingpositions:– Laboratory Aide, Laboratory Technician



Library-Related FunctionsInclude tasks/activities of library supportstaff positions such as Administrative Aide,Administrative Assistant, AdministrativeOfficer, Librarian



Audiovisual-Related FunctionsInclude tasks/activities of the followingpositions:– AVEO, AVAT


:NoteOther administrative functions that arenot included in the above categories

:maybe found in

Unit-Specific OPES Reference Tables• These include tasks/ activities thatare unique and specific to units’mandate such as those of OUR,Admissions, etc


Other calibrated OPES ReferenceTables of the following Offices• Accounting Office• Budget Office• Cash Office• SPMO• HRDO• CMO/CPDMO/OCA• University Police


CODING OF OFFICE:FUNCTIONS

UNIT CODE

Ac countingOffice ACC

BudgetOffice BUD

CashOffice CSH

SPMO SPM

HRDO HRD

CMO/CPDMO/OCA CMO

POLICE POLOVPA-HRDOOPES presentation

06.24.10

CODING OFADMINISTRATIVE

:FUNCTIONSFUNCTION CATEGORY CODEG e ne ralAdministrativeFunctions GAFS tude nt-RelatedFunctions SRFCompute r/IT-RelatedFunctions CIFLabo rato ry-Re latedFunctions LAFLibrary-RelatedFunctions LIFAudiovisual-RelatedFunctions AVF


- :CODING OF UNIT SPECIFIC FUNCTIONS-Theunit’s ac ronymw ill beus edas alphacodefollowedby athre e -digitnume ricalcodespe c ific fore achitem Examp le

Unit Code

College of Arts and Letters CAL-001

College of Social Sciences andPhilosophy

CSSP-001


General Guidelines on the Use of the CommonAdministrative Reference Table in Setting:

INDIVIDUAL PERFORMANCE TARGETSBased from the actual duties and

responsibilities enumerated in the existing,Individual Performance Target Form

identify tasks to be assigned to theemployee concerned from the following

:OPES Reference Tables• Common Administrative Reference Table• -Unit Specific OPES Reference Table• ( . .Other calibrated OPES Reference Table e g

, , , .)Accounting Budget Cash etc• /Proposed additional task activities not found in

any of the above Reference TablesOVPA-HRDOOPES presentation

06.24.10

OLD PES NEW PES

Name: Unit/Office/Dept.: Position:ADMINOFFICERV

Planned Actual Planned(a) (b) © (d) (e) (f = c x e)

Exercise general supervisionover the administrativestaff and

undertake all functionsrelated to personnel matters: supervises the

preparationof requisitions, vouchers andrecommendationpapers,

follows upappointments, keeps a locationchart of allpersonnel, etc.

STAFFA

STAFFB

AVERAGE

(50%)

uponwith my supervisor

Discussedwith:

Employee

___________________Date

I shallstrive to deliverquality service in theperformanceofmy task by

NEWPESFORMINDIVIDUAL(ANNEXA)

Universityof thePhilippines

PERFORMANCEEVALUATIONSYSTEM

RatingPeriod___________________________CY_______________

CODE PARTI . DUTIESANDRESPONSIBILITIES(70%)

OUTPUT(QTY) Point/s(OPESRef.Table)

TotalPoints

%ACCOMPLISHMENT(i) = (∑g/ ∑f)]NUMERICALRATING(j)ADJECTIVALRATING(k)TOTALPARTI (l = j x 70%)

PERFORMANCECONTRACT

Date

Employee'sSignature Headof Unit/Office

Date Date

PERFORMANCERATING(TOBESIGNEDONLYATTHEENDOFTHERATINGPERIOD)

Headof Unit/Office

____________

UPPESFormNo.1ARevised2008

%DISTRIBUTION (B)

QUANTITY(C)

QUALITY(D)

AVE. SCORE[(C+D)/2] B

Exercise general superv ision over the administrative staf f and 50%

undertake all functions related to personnel matters: superv ises the

preparati on of requisitions, voucher s and recommendation papers,

follow s up appointments, keeps a location chart of all personnel , etc.

Composes cor respondence for signature of the Executive Director. 15%

Assist the Executive Direc tor in the preparati on of budget proposals 10%

and annual reports and keeps conf idential f iles.

Ac ts as cus todian of all property , supplies and equipment, sees to 10%

their maintenance and contr ols their issue and use.

Ac ts as liaison w ith other units of the University and w ith other 10%

government and private agencies. Conducts a var iety of

administrative resear ches and participates in administrative

consultati ons and conf erences .

As sist the Executive Direc tor in implementing University policies, 5%

procedural direct ives and rules and regulations.

Employee's Signature Date

Date

Superv isor 's Signature Date

Date

Next Higher Supervisor 's Signature Date

Date

PERFORMANCETARGET PERFORMANCEEVALUATIONREPORT

PLEASE READ THE INSTRUCTIONS AT THEBACK.

I shall strive to deliver quality service in the perf ormance of my task by achieving theHIGHEST possible w ork standard as establ ished by the unit PERCand agreed upon w ith mysuperv isor , for the follow ing functions:

PART I. PERFORMANCE - 70%

ACTUAL DUTIES AND RESPONSIBILITIES

SUB-TOTAL

PERFORMANCETARGET PERFORMANCERATING

I shall strive to ensure the deliver y of quality service by providing all poss ible means toass ist and support the employee tow ards the achievement of his/her target for the said

Discussed w ith:

Conf irmed by:

At tested by:


Using the New OPESForm for

,Individuals write,these tasks their

correspondingcodes and OPES

;PointsName: Unit/Office /Dept.: Position:

Planned Actual Planned Actual(a) (b) © (d) (e) (f = c x e) (g=d x e)

University of the Philippines

PERFORMANCEEVALUATIONSYSTEM

RatingPeriod___________________________CY _______________

CODEPART I . DUTIESANDRESPONSIBILITIES

(70%)

OUTPUT(QTY) Point/s(OPESRef.Table)

Total Points

TOTAL (h)

%ACCOMPLISHMENT(i) = (∑g / ∑f)]NUMERICALRATING (j)ADJECTIVAL RATING (k)TOTAL PART I (l = j x 70%)

UPPESFormNo. 1ARevised 2008

Name : Unit/Office /De pt.: Position:ADMIN OFFICER V


GAF-079 To prepare letters/memos/correspondence/admin orders, etc. 2.000

GAF-080 To encode letters/memos/correspondence /adminorders, etc. 0.083

GAF-006 To prepare the annual budgetary requirements

4.000GAF-002 To prepare the Unit's Annual Accomplishment

Report 24.000GAF-091 To prepare and submit the Unit's Monthly

Accomplishment Report 2.000GAF-108

To safely keep confidential records and otherofficial documents. 0.017

GAF-016 To prepare and submit Acknowledgement Rceiptof Equipment (ARE)

0.033GAF-021 To obtain canvass for office supplies and

materials 2.000GAF-022

To record purchase to cash book0.033

GAF-025To inspect and accept varioue purcahses

0.500GAF-034 To inspect and maintain mimeo machines,

copying machines etc. 0.250GAF-052 To prepare DV, ObR for payment of office

supplies 0.500GAF-078 To prepare request for pre/post inspection of

damaged or defective equipment of the office 0.083GAF-083

To report major repairs and defects 0.500GAF-104

To update stockcards of supplies and equipment 0.033GAF-120 To reconcile/prepare report of the physical count

of property, plant and equipment 0.050GAF-170 To dispose unserviceable property

0.033GAF-154 To prepare specifications for fabrication of

equipment 0.500GAF-163 To liaise/link with other government agencies or

private entities on official time1.000

GAF-123 To study and implement policies, rules,guidelines related to personnel matters

4.000

GAF-159 To conduct simple studies on pertinent rules andregulations and other supporting documents 1.000Exercise general supervision over the administrative staff and

undertake all functions related to personnel matters: supervises the

preparation of requisitions , vouche rs and recommendation papers,

CODE PART I . DUTIES AND RESPONSIBILITIES (70%)

OUTPUT (QTY) Point/s(OPES Ref.Table)

Total Points


Calculation of Total Target Points Per Staff PerRating Period

365 Days inaye arLes s 104 Saturdays andSundaysLes s 10 LegalHo lidaysLes s 11 Mandato ry andSpe c ialLeave s (*)

2 4 0 working days in a yearx 8 hours inaday

1 9 2 0 working hours in a yearLes s 30% e stimatednon-Q outputs

1 3 4 4 points per staff per year(*additionaltwo (2) days le avefornurs ingmothe rs )

• 1344/2 = 6 7 2 per staff per ratingperiod


AssignCorresponding% for each taskthat will sum

1 0 0% ;up to

Name : Unit/Office /De pt. : Position:ADMIN OFFICER V

Assigning of% Planned Actual

(a) (b) © (d) (e)GAF-079 To prepare letters/memos/correspondence

/admin orders, etc. 15 14.40 2.000GAF-080 To encode letters/memos/correspondence

/admin orders, etc. 0.60 0.083

GAF-006 To prepare the annual budgetaryrequirements 10 1.33 4.000

GAF-002To prepare the Unit's AnnualAccomplishment Report 8.00 24.000

GAF-091To prepare and submit the Unit's MonthlyAccomplishment Report

0.67 2.000GAF- 108 To safely keep conf idential records and

other off icial documents. 0.01 0.017

GAF-016 To prepare and submit Acknow ledgementRceipt of Equipment (ARE) 10 0.07 0.033

GAF-021 To obtain canvass for off ice supplies andmaterials 4.43 2.000

GAF-022 To record purchase to cash book 0.07 0.033

GAF-025 To inspect and accept varioue purcahses 1.11 0.500

GAF-034 To inspect and maintain mimeo machines,copying machines etc. 0.55 0.250

GAF-052 To prepare DV, ObRfor payment of off icesupplies 1.11 0.500

GAF-078 To prepare request for pre/post inspectionof damaged or defective equipment of the 0.18 0.083

GAF-083To report major repairs and defects 1.11 0.500

GAF-104 To update stockcards of supplies andequipment 0.07 0.033

GAF-120 To reconcile/prepare report of the physicalcount of property, plant and equipment 0.11 0.050

GAF-170 To dispose unserviceable property 0.07 0.033

GAF-154 To prepare specifications for fabrication ofequipment 1.11 0.500

GAF-163 To liaise/link w ith other governmentagencies or private entities on off icial time 10 10

1.000

GAF-123 To study and implement policies, rules,guidelines related to personnel matters 5 4.00

4.000

GAF-159 To conduct simple studies on pertinentrules and regulations and other supportingdocuments

1.00 1.000

Exercise general supervision over theadministrative staf f and undertake allfunctions related to personnel matters,supervises the preparation of requisitions,vouchers, and recommendation papers,follow s-up appointments, keeps locationchart of all personnel, etc. 50 50

100 100.00STAFFA

STAFFB

AVERAGE

ASSIGNMENT OF % PER TASK

University of the Philippines

PERFORMANCE EVALUATION SYSTEM

Rating Period ___________________________ CY _______________

CODEPART I . DUTIES AND

RESPONSIBILITIES (70%)%

Distribution


UPPESFormNo. 1ARevised 2008

Name : Unit/Office /De pt.: Position:ADMIN OFFICERV

Planned Actual Planned(a) (b) © (d) (e) (f = c x e)

GAF-079 To prepare letters/memos/correspondence/admin orders, etc. 2.000

GAF-080 To encode letters/memos/correspondence /adminorders, etc. 0.083

GAF-006 To prepare the annual budgetary requirements

4.000GAF-002 To prepare the Unit's Annual Accomplishment

Report 24.000GAF-091 To prepare and submit the Unit's Monthly

Accomplishment Report 2.000GAF-108

To safely keep confidential records and otherofficial documents. 0.017

GAF-016To prepare and submit Acknowledgement Rceiptof Equipment (ARE)

0.033GAF-021 To obtain canvass for office supplies and

materials 2.000GAF-022

To record purchase to cash book0.033

GAF-025To inspect and accept varioue purcahses

0.500GAF-034 To inspect and maintainmimeo machines,

copying machines etc. 0.250GAF-052 To prepare DV, ObR for payment of office

supplies 0.500GAF-078 To prepare request for pre/post inspection of

damaged or defective equipment of the office 0.083

CODE PART I . DUTIES ANDRESPONSIBILITIES (70%)


Total Points


Compute forthePLANNEDTARGETOUTPUTpertas koractivityus ingthefollowingformula:

PLANNEDTARGETOUTPUTS (PTO)= PTP / correspondingpoints based on theOPES Reference Table

:Example= 5 3 .7 3 0 / 2 4PTO= 8PTO

Name : Uni t/ Offi ce /De pt. : Posi t ion:ADMIN OFFI CE R V

Pl anne d Act ual Pl a nned Act ual(a) (b) © (d) (e) (f = c x e) (g=d x e )

GAF-079 To preparelet ters/ mem os/cor respondence/adm in orders, etc. 14.40 48.392 2.000

GAF-080 To encodelet ters/ mem os/cor respondence/adm in orders, etc. 0.60 48.392 0.083

GAF-006 To prepare the annual budget aryrequi reme nts 1.33 2.239 4.000

GAF-002 To prepare the Un it' s A nnualAc comp lishm ent Re port 8.00 2.239 24.000

GAF-091 To prepare and subm it the Un it' sMonthl y Ac comp lishm ent Report 0.67 2.239 2.000

GAF- 108 To saf el y keep conf identi alrecor ds and other of f icialdocum ents. 0.01 2.239 0.017

GAF-016 To prepare and subm itAc kno w ledgem ent Rcei pt ofEqui pm ent (A RE) 0.07 14.884 0.033

GAF-021 To obtai n canvass f or of f icesuppli es and materi al s 4.43 14.884 2.000

GAF-022 To recor d purchase to cash book 0.07 14.884 0.033GAF-025 To inspect and accept varioue

purcahses 1.11 14.884 0.500GAF-034 To inspect and mai ntai n mimeo

machines, copying machines etc. 0.55 14.884 0.250GAF-052 To prepare DV, Ob R f or payme nt

of of f ice suppli es 1.11 14.884 0.500GAF-078

To prepare request f or pre/postinspection of dam aged ordef ective equi pm ent of the of f ice 0.18 14.884 0.083

GAF-083 To report maj or repai rs and def ects 1.11 14.884 0.500GAF-104 To updat e st ockcards of suppli es

and equi pm ent 0.07 14.884 0.033GAF-120 To reconcile/prepare report of

the physical count of property ,pl ant and equi pm ent 0.11 14.884 0.050

GAF-170 To dispose unser viceable prop erty 0.07 14.884 0.033GAF-154 To prepare specif icati ons f or

f abricati on of equi pm ent 1.11 14.884 0.500GAF-163 To liai se/li nk w ith other

governme nt agenci es or privateenti ties on of f icial time 10.00 67.200

1.000

Univer si ty of the Phi l ippi ne s

PERFORMANCE EVA LUATION SYSTEM

Rating Period ____ ____ ___ ____ ____ ____ ___ _ CY ___ ___ ___ ____ __

CODEP ART I . DUTI ES AND

RE SPONSI BILI TI ES (70 %)% Dis tributi on

OUTPUT (QTY) Point/s(OPE S Re f.T able )

T otal Poi nts

UP PES Fo rm No . 1ARevi sed 2008


Compute forthePLANNEDTARGETPOINTS pertas k/activityus ingthefollowingfo rmula:

PLANNEDTARGETPOINTS (PTP)=individual Target Points perRating Period X Assigned% per task

:Example= 6 7 2 .5 0PTP x= 3 3 6PTP

Name : Unit/Office /De pt.: Position:ADMIN OFFICERV

Planned Actual Planned Actual

(a) (b) © (d) (e) (f = c x e) (g=d x e)GAF-079 To prepare

letters/memos/correspondence/admin orders, etc.

14.40 48.392 2.000 96.783GAF-080 To encode

letters/memos/correspondence/admin orders, etc. 0.60 48.392 0.083 4.017

GAF-006 To prepare the annualbudgetaryrequirements 1.33 2.239 4.000 8.955

GAF-002 To prepare the Unit's AnnualAccomplishment Report 8.00 2.239 24.000 53.730

GAF-091 To prepare and submit the Unit'sMonthly Accomplishment Report 0.67 2.239 2.000 4.477

GAF- 108 To safely keep confidentialrecords and other officialdocuments. 0.01 2.239 0.017 0.038

GAF-016 To prepare and submitAcknowledgement Rceipt ofEquipment (ARE) 0.07 14.884 0.033 0.491

GAF-021 To obtain canvass for officesupplies and materials 4.43 14.884 2.000 29.767

GAF-022 To record purchase to cash book 0.07 14.884 0.033 0.491GAF-025 To inspect and accept varioue

purcahses 1.11 14.884 0.500 7.442GAF-034 To inspect and maintain mimeo

machines, copying machines etc. 0.55 14.884 0.250 3.721GAF-052 To prepare DV, ObRfor payment

of off ice supplies 1.11 14.884 0.500 7.442GAF-078 To prepare request for pre/post

inspection of damaged ordefective equipment of the office 0.18 14.884 0.083 1.235

GAF-083To report major repairs and defects 1.11 14.884 0.500 7.442

GAF-104 To update stockcards of suppliesand equipment 0.07 14.884 0.033 0.491

GAF-120 To reconcile/prepare report of thephysical count of property, plantand equipment 0.11 14.884 0.050 0.744

GAF-170 To dispose unserviceable property 0.07 14.884 0.033 0.491GAF-154 To prepare specifications for

fabrication of equipment 1.11 14.884 0.500 7.442GAF-163 To liaise/link w ith other

government agencies or privateentities on official time 10.00 67.200

1.000

67.200GAF-123 To study and implement policies,

rules, guidelines related topersonnel matters 4.00 6.720

4.000

26.880GAF-159 To conduct simple studies on

pertinent rules and regulationsand other supporting documents 1.00 6.720 1.000 6.720Exercise general supervision overthe administrative staff andundertake all functions related topersonnel matters, supervises thepreparation of requisitions,vouchers, and recommendationpapers, follow s-up appointments,keeps location chart of allpersonnel, etc.

50

336.000


RESPONSIBILITIES (70%)%

Distribution


Total Points


Note:The collated tasks /activities of all staff in agiven Office will becomethe Unit’s OPESReference Table


OFFICE PERFORMANCETARGETS

1. Dete rminethenumberofpe rs onnelintheOffice(this maybethesmalle stunitinanOfficee .g . S e ction, Divis ion,De partme nt, e tc .


1. Compute thee xpe ctedOfficeTargetPo intsus ingthefollowingfo rmula: No . ofpe rs onnelXindividualplannedtarget-po ints = OfficeTargetPo ints

Name : Unit/Offi ce /De pt. : Posi tion :

Planne d Actual Plann ed Actual(a) (b) © (d) (e)

- -#DIV/ 0!

-

I shall st rive to deliver qual ity service in the performance of my task by achiev ing the HIGHESTpossible work standard as est ablished by the unit PERC and agreed upon with my super visor .

PERFORMANCE CONTRACT

Universit y of the Phi lippi nes

PERFORMANCE EVALUATION SYSTEM FOR SUPERVISORS

Rating Period ___________________________ CY _______________

NAME OF STAFF

OUTPUT (QTY) Total Poi nts

TOTAL (f)

% ACCOMPLI SHMENT (g) = (∑e / ∑d)]NUMERICAL RATI NG (h)ADJECTIVAL RATI NG (i)

TOTAL PART I (j = h x 70%)

UP PES Fo rm No . 1CRevi sed 2009



1. This may bethetarge tpo ints oftheSupe rvis oriffunctionispure ly supe rvis ion. IfSupe rvis ordo e s othertas ks /activitie s otherthansupe rvis ion, thensaidtas ks /activitie s may beaddedto his pe rformancetarge t.



1. Theove rall UNITPERFORMANCETARGETshall inc ludeall individualandS e ction/Divis ion/De partme ntpe rformancetarge ts unde rthesaidUNIT.

Ex. CSSP’s overall UNIT performance target shallinclude performance targets of all its Departments.


COMPUTATION OF OPESPERFORMANCE OUTPUTS

Using the proposed individual and Groupmonitoring sheets, we can now evaluateindividual as well as office performanceoutputs which shall in turn form a part ofINDIVIDUAL and OFFICE PES RATINGSrespectively.


Samp leMonitoring/TaggingTe mplate

1Task 2Task 3Task 4Task 5Task 6Task 7Task 8Task 9Task

Monday

TUESDAY

WEDNESDAY

THURSDAY

FRIDAY/ :Section Unit ____________________________________

PeriodCovered: __________________' :Employee sName _______________________________

/ :Position Designation _____________________________' / :SupervisorsNameandSignature Date ____________________________

-UPPMSOPESINDIVIDUALWEEKLYMONITORINGSHEET

DATEACTIVITIES


Samp leSupe rvis o r’s MonitoringShe et

1Task 2Task 3Task 4Task 5Task 6Task 7Task 8Task 9Task1Person2Person3Person4Person5Person6Person7Person8Person9Person10Person11Person12Person/ :Section Unit ____________________________________

PeriodCovered(e.g.March1-15,2009) : __________________' :SupervisorsName _______________________________

/ :Position Designation _____________________________' / :SupervisorsSignature Date ____________________________

-UPPMS OPES'SUPERVISORSMONITORINGSHEET

STAFFACTIVITIES


Name : Unit/Office/Dept.: Position:ADMIN OFFICER V


GAF-079 To prepareletters/memos/correspondence/admin orders, etc.

14.40 48.392 60.000 2.000 96.783 120.000GAF-080 To encode

letters/memos/correspondence/admin orders, etc. 0.60 48.392 35.000 0.083 4.017 2.905

GAF-006 To prepare the annual budgetaryrequirements 1.33 2.239 1.000 4.000 8.955 4.000

GAF-002 To prepare the Unit's AnnualAccomplishment Report

8.00 2.239 1.000 24.000 53.730 24.000GAF-091 To prepare and submit the Unit's

Monthly Accomplishment Report 0.67 2.239 6.000 2.000 4.477 12.000GAF- 108 To safely keep conf idential

records and other officialdocuments. 0.01 2.239 5.000 0.017 0.038 0.085

GAF-016 To prepare and submitAcknow ledgement Rceipt ofEquipment (ARE) 0.07 14.884 10.000 0.033 0.491 0.330

GAF-021 To obtain canvass for off icesupplies and materials 4.43 14.884 12.000 2.000 29.767 24.000

GAF-022 To record purchase to cash book0.07 14.884 20.000 0.033 0.491 0.660

GAF-025 To inspect and accept variouspurchases 1.11 14.884 10.000 0.500 7.442 5.000

GAF-034 To inspect and maintain mimeomachines, copying machines etc.

0.55 14.884 10.000 0.250 3.721 2.500GAF-052 To prepare DV, ObR for payment

of office supplies 1.11 14.884 10.000 0.500 7.442 5.000GAF-078

To prepare request for pre/postinspection of damaged ordefective equipment of the office 0.18 14.884 15.000 0.083 1.235 1.245

GAF-083 To report major repairs and defects 1.11 14.884 12.000 0.500 7.442 6.000GAF-104 To update stockcards of supplies

and equipment 0.07 14.884 16.000 0.033 0.491 0.528GAF-120 To reconcile/prepare report of

the physical count of property,plant and equipment 0.11 14.884 12.000 0.050 0.744 0.600

GAF-170 To dispose unserviceableproperty 0.07 14.884

8.0000.033 0.491 0.264

GAF-154 To prepare specif ications forfabrication of equipment 1.11 14.884 5.000 0.500 7.442 2.500

GAF-163 To liaise/link w ith othergovernment agencies or privateentities on official time 10.00 67.200

50.000 1.000

67.200 50.000GAF-123 To study and implement policies,

rules, guidelines related topersonnel matters 4.00 6.720

5.000 4.000

26.880 20.000GAF-159 To conduct simple studies on

pertinent rules and regulationsand other supporting documents

1.00 6.720 4.000 1.000 6.720 4.000SubTotal 50.00 42.615 336.000 285.617

PERFORMANCE EVALUATION SYSTEM

Rating Period ___________________________ CY _______________


RESPONSIBILITIES (70%)%Distribution

OUTPUT (QTY) Point/s(OPES Ref .Table)

Total Points

Revised 2008


Eval uat i ng I ndi vi dual Out putEval uat i ng I ndi vi dual Out put

% Accomplishment NumericalRating

AdjectivalRating

No output 0 Poor

1. below 90% 1 Unsatisfactory

90- below 110% 2 Satisfactory

110 – below 130% 3 Verysatisfactory

130% and above 4 Outstanding


-General Guidelines on the PILOTTESTING of the Common

:Administrative Reference Table

1. Unit shall carefully review all functions included vis-a-vis itsmandate to ensure that all its functions are accounted for inthe proposed COMMON ADMINISTRATIVEOPES ReferenceTable;



:Administrative Reference Table• In case there are activities not included in the

Reference Table, unit shall list down thesetasks/activities in a separate sheet/using the samematrix of information:

PROPOSEDADDITIONAL COMMONADMINISTRATIVEOPES REFERENCETABLE

Unit:_________

Functions OutputPerformanceIndicator

TimeRequired toAccomplishthe Output

PointsOperationalDefinition



:Administrative Reference Table1. For unit’s comments and suggestions on specific

items in the Common Administrative OPES ReferenceTable, please use the template below indicating on theREMARKS column said comments:

Comments and Suggestions

Unit:____________

Code Functions OutputPerformanceIndicator

TimeRequired toAccomplishthe Output

PointsOperationalDefinition

Remarks



:Administrative Reference Table1. Unit shall submit following documents on or before

AUGUST 15, 2010:

a. UNIT OPES REFERENCE TABLEb. Unit’s /proposed additional tasks activitiestobeinc ludedintheCOMMONADMINISTRATIVEOPES Re fe re nceTableorUNIT-SPECIFICOPES Re fe re nceTable ;

c . Unit’s specific comments and suggestionsre gardingtas ks andactivitie s inc lude intheCOMMONADMINISTRATIVERe fe re nceTable s ;


•Unit’s OPES Re fe re nceTab le ;Please use Form 1 template

Form 1Unit:

Unit Code FUNCTIONS OUTPUTPERFORMANCEINDICATOR

Time requiredto accomplishthe Output

POINTS OPERATIONALDEFINITION

Unit OPES Reference Table


•Unit’s propo s edadditionaltas ks /activitie s to be inc ludedintheCOMMONADMINISTRATIVEOPES Re fe re nceTableORUNIT-SPECIFIC OPES Re fe re nceTable ;

Please use Form 2 template

Form 2Unit:

FUNCTIONS OUTPUTPERFORMANCEINDICATOR

Time requiredto accomplishthe Output

POINTS OPERATIONAL DEFINITION

Proposed ADDITIONAL Task/ Activities


•Unit’s spe c ific comme nts andsugge stions re gardingtas ksandactivitie s inc lude intheCOMMONADMINISTRATIVERe fe re nceTable s ;

Please use Form 3 template

Form 3

Unit Code FUNCTIONS OUTPUTPERFORMANCEINDICATOR

Time requi redto accompl ishthe Output

POINTS OPERATIONAL DEFINITION Rema rks

Comments and Sugge stions


THANK YOU!


Documents

ORIENTATION-SEMINAR COMMONADMINISTRATIVEOPES R eT … · ORIENTATION-SEMINAR onNe ... Example Unit Code College of Arts and Letters CAL-001 College of Social Sciences and Philosophy