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Office of the Vice Chancellor for Finance and Administration List of Memoranda for 2009
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OFFICE OF THE VICE CHANCELLOR FOR FINANCE AND ADMINISTRATION
MEMORANDA 2009
University of the Philippines OPEN UNIVERSITY
No. Date To Subject Page
09-001 1/13/2009 All UPOU Officials, Faculty
and Staff
Financial Assistance to the Family of Ms.
Audrey G. Anday 1
09-002 1/14/2009 All Concerned Computation of CY 2008 Income and
Withholding Tax 2
09-003 1/27/2009 All UPOU Officials, Faculty
and Staff
Financial Assistance to the Family of Ms.
Genoveva dR. Mercado3
09-004 2/13/2009 All UPOU Officials, Faculty
and Staff
Financial Assistance to the Family of Ms.
Margaret S. Jarmin 4
09-005 3/8/2009 All UPOU Employees ATM Payroll System of Landbank of the
Philippines (LBP) 5
09-006 3/12/2009 All UPOU Officials, Faculty
and Staff
Financial Assistance to the Family of Ms.
Karmen Rivera6
09-007 3/13/2009 All REPS and Administrative
Staff
Selection of Staff Regent7
09-008 3/17/2009 All UPOU Employees 2008 Statement of Assets, Liabilities and
Net worth and Disclosure of Business
Interest and Financial Connections 12
09-009 4/1/2009 All Concerned Adoption of Four-Day Work week in the
University20
09-010 4/8/2009 All Diliman-based Faculty
and Staff
Reversion to Five-day Work Schedule21
09-011 4/16/2009 All Concerned Submission of a Copy of Government
Contracts, Purchase Orders and Their
Supporting Documents to the Commission
on Audit (COA)
22
09-012 4/21/2009 All UPOU Officials, Faculty
and Staff
Financial Assistance to the Family of Ms.
Victoria Belegal27
09-013 4/23/2009 All UPOU Officials, Faculty
and Staff
Financial Assistance to the Family of Ms.
Pura Amoloza 28
09-014 5/14/2009 All UPOU Officials, Faculty
and Staff
Financial Assistance to Ms. Marilou Datug29
09-015 5/27/2009 All Learning Center
Coordinator
Application for Student Loan Program for
1st Sem 2009-2010
30
09-016 7/3/2009 All UPOU Officials, Faculty
and Staff
Financial Assistance to the Family of Ms.
Marilou Datog 31
09-017 7/1/2009 All Heads of Offices Inventory Findings for 2008 32
09-018 7/7/2009 All Los Banos-Based UPOU
Officials, Faculty and Staff
Annual Medical Examination for 2009
33
University of the Philippines
OPEN UNIVERSITYOffice of the Vice Chancellor for Finance and Administration
Memoranda for the Year 2009
No. Date To Subject Page
09-019 7/8/2009 Ms. Geneva Simplina, UPOU
LC @ UP Baguio
Ms. Arleen M. Tampus,
UPOU LC @ UP College
Cebu
Ms. Imelda B. Valera,
OVCAA
Ms. Edelina O. Yap, UPOU
LC @ UP Visayas
Ms. Glenda del Socorro,
UPOU LC @ UP Mindanao
Annual Medical-Physical Examination
35
09-020 7/17/2009 All Concerned Reiterating Government Belt-Tightening 36
09-021 7/22/2009 All Diliman-based Officials,
Faculty and Staff
Annual Medical-Physical Examination
39
09-022 7/29/2009 All UPOU Officials,
Employees and Others
Concerned
Reinstituting Selective Pre-Audit on
Government Transactions by the
Commission on Audit (COA)40
09-023 9/15/2009 All UPOU Officials and Staff Participation to the Civic Parade in
Celebration of the 394th Foundation Day
of Los Banos43
09-024 10/27/2009 All Concerned Monetization of Leave Credits for CY 200944
09-025 11/3/2009 Agnes Mejia, OC
Lilian Diamante, OVCFA
Roselyn Gacosta, OVCAA,
Wyomia Pradas, OASIS,
Imelda Olan, OUR,
Marie Estorel, Library
Maripres Sarinas, FMDS
Emely Amoloza, FICS
Marcelina Delfin, FED
Elvy Pamulaklakin, Cash
Office Encarnacion
Jaen, Accounting
Michael Lagaya, HRDO
Pura Amoloza, SPMO
Amalia Gecalao-Perez,
Budget Office
32nd Administrative Officers' Forum
45
09-026 11/3/2009 All Heads of Units/Offices,
Administrative Officer and
Others Concerned
Deadline for Submission of Requests for
Fund Obligation, Payments of
Expenditures for FY 2009 and
Liquidation/Settlement of Cash Advances46
09-027 10/30/2009 All Concerned Moratorium on GSIS Monthly Housing and
Consolidated Loan Repayments48
09-028 11/10/2009 All Learning Center
Coordinator
Application for Student Loan Program for
2nd
Sem 2009-201050
No. Date To Subject Page
09-029 11/12/2009 Agnes Mejia, OC
Lilian Diamante, OVCFA
Roselyn Gacosta, OVCAA,
Wyomia Pradas, OASIS,
Imelda Olan, OUR,
Marie Estorel, Library
Maripres Sarinas, FMDS
Emely Amoloza, FICS
Marcelina Delfin, FED
Allan Pamulaklakin, PPU.
OASIS Marie Estorel, Univ.
Library Elvira Lalap,
LCC Los Banos Luisa
Gelisan, OC
Jerico Tolentino, MISO
Jennifer Period, OVCFA
Lorelee Mones, OLC
Orientation-Workshop on the Crafting of
Reference Table of the Performance
Management System - Office
Performance Evaluation System (PMS-
OPES)
51
09-030 11/12/2009 All Concerned Additional Guidelines on the Availment of
GSIS Moratorium on Consolidated Loan
Repayments53
09-031 11/26/2009 All Concerned Prohibited Acts in Connection with the
May 10, 2010 National and Local
Elections58
09-032 11/26/2009 All Concerned Mandatory Christmas Break 59
09-033 11/26/2009 All Concerned Result of the UP Provident Fund Board of
Trustees' Elections 60
OFFICE OF THE VICE CHANCELLORFOR FINANCE AND ADMINISTRATION
UNIVERSITY OF THE PHILIPPINESOPEN UNIVERSITY
13 January 2009
MEMORANDUM NO. MFLOq-OOlSeries of 2009
TO:
FROM:
ALL UPOU OFFICIALS, FACULTY AND STAFF
~MELINDAF. LU~ANTAVice Chancellor rp.
SUBJECT: FINANCIAL ASSISTANCE TO THE FAMILY OFMs. AUDREY G. ANDAY
We would like to request financial support to Ms. Audrey G. Anday, UPOU CollegeLibrarian, whosemother, Vilma GendranoAnday,died of ovariancancer. Her bodylies in St. Peter Memorial Chapel in Lopez, Quezon. Interment will be held onWednesday, January 14, 2009 at 1:00 pm. Any financial support that we can extend willbe of great help to the family.
Thank you very much for your generosity.
II
...'.''''._m =-,~~~,.
Los Banos,Laguna 4031PhilippinesTelNo.(63-49)5366001-06 [email protected] Fax(6349)5366013 AccountingOfficeloc.202,230
CashOfficeloc.250HRDOloc.220
MISOloc.451,452SPMO loc. 210, 211
UNIVERSITY OF THE PHILIPPINES. OPEN UNIVERSITY
OFFICE OF THE VICE CHANCELLORFOR FINANCE AND ADMINISTRATION
January 14,2009
Memorandum No. MFL 09-002
TO: ALL CONCERNED
FROM : M~NTAr! .
Vice Chancellor for Finan~ and Administration
SUBJECT: COMPUTATION OF CY 2008 INCOME AND WITHHOLDING TAX
Please be infonned that the summary report on the computation of your income taxand the corresponding withholding tax for calendar year 2008 is now available foryour ready reference. This will be sent to your respective office immediately.
The summary report indicated the gross earnings received during the year and theadjusted personal and additional exemptions based on the new exemption ratesapplicable to each individual. In addition, the total amount withheld for the tax due onthe taxable income is shown in the summary.
Refund of the excess withholding tax shall be credited to your respective payrollaccounts on or before January 30, 2009.
Should you have any queries on this matter, please feel free to talk with Ms. Janet A.Robledo or to Ms. Encarnacion B. Jaen of the Accounting Office, telephone numbers049-536 6001 up to 6 local 202 or 230.
Thank you.
LosBafios,Laguna 4031Philippines TelNo.(63-49)5366001-06 [email protected] Fax (63-49)5366013 AccountingOfficeloc.202,230
Cash Office loc.250
HRDO loc. 220MISO loc. 451,452SPMOloe. 210, 211
OFFICE OF THE VICE CHANCELLORFOR FINANCE AND ADMINISTRATION
UNIVERSITY OF THE PHILIPPINESOPEN UNIVERSITY
27 January 2009
MEMORANDUM NO. MFL 00-003Seriesof 2009
FROM:
ALL UPOU OFFICIALS, FACULTY AND STAFF
ME~MANTAViceChancellorJb
TO:
SUBJECT: FINANCIAL ASSISTANCE TO THE FAMILY OFMs. GENOVEV A dR. MERCADO
We would like to request financial support to Ms. Geng Mercado, Administrative Aide,. Office of the Chancellor, whose father JovencioY. de Ramos died of heart attacKlast
Sunday. His body lies at their residence in Lumban, Laguna Interment will be held onSaturday, January 31, 2009 at 2pm. Any financial support that we can extend will be ofgreat help to the family.
Thank you very much for your generosity.
"",,,,,,,,,,,,,,
LosBanos,Laguna4031Philippines TelNo.(63-49)5366001-06 [email protected] Fax(63-49)5366013 AccountingOfficeloe.202,230
CashOffice100.250HRDOJoe.220
MISOloc.451,452SPMO loe. 210. 211
UNIVERSITY OF THE PHILIPPINESOPEN UNIVERSITY
OFFICE OF THE VICE CHANCELLORFOR FINANCE AND ADMINISTRATION
Memorandum No. OVCFA 09- t)o~
March 8, 2009
TO ALLUPOUEMPLOYEES
FROM~
MELINDA F. LUMANTAVice Chancellor for Finance
and Administratio~
SUBJECT ATM PAYROLLSYSTEMOF LANDBANKOF THEPHILIPPINES(LBP)
TheMemorandum of Agreement between UPOpen Universityand Landbank ofthe Philippines(LBP)for ATMpayroll system has been signed. Employees whowant to transfer their payroll account to LBPmay now open a payroll accountwithany LBPbranch. Please secure the endorsement letter from HRDO.
Thenew account number should be submitted to the Accounting Office on orbefore March 20, 2009. Starting April2009,all remur.erations willbe credited tothisnew payroll account.
Thank you.
Los Banos. Laguna4031PhilippinesTelNo.(63-49)[email protected] Fax (63-49)5366013 AccountingOfficeloc. 202,230
CashOfficeloc.250HRDOloc.220
MISOloc.451.452SPMO loc. 210. 211
OFFICE OF THE VICE CHANCELLORFOR FINANCE AND ADMINISTRATION
UNIVERSITY OF THE PHILIPPINESOPEN UNIVERSITY
12March 2009
MEMORANDUM NO. MFL 09-006Series of 2009
TO: ALL UPOU OFFICIALS, FACULTY AND STAFF
~MELINDAF. L~NTAViceChancellor ~
FROM:
SUBJECT: FINANCIAL ASSISTANCE TO Ms. KARMEN RIVERA
This is to request moral and financial support for Ms. Karmen Rivera who washospitalized and had to undergo surgery last March 5, 2009 at the Veterans MedicalCenter in Quezon City. Mitzi incurred substantial expenses during her operation. Anyfinancial support that we can extend will be of great help to Mitzi. Please turn over anyfinancial assistance to Ms. Lilian D. Diamante of the Office of the Vice Chancellor forFinance and Administration.
Thank you very much for your generosity.
J
LosBanos,Laguna4031Philippines TelNo.(63-49)5366001-06 [email protected] Fax(63-49)5366013 AccountingOfficelac.202,230
CashOfficeloc.250HRDOloc.220
MISOloc.451,452SPMO loc. 210, 211
UNIVERSITY OF THE PHILIPPINES
OPEN UNIVERSITY
OFFICE OF THE VICE CHANCELLOR
FOR FINANCE AND ADMINISTRATION
Memorandum No. OVCFA 09-007
March 13, 2009
TO : ALL REPS AND ADMINISTRATIVE STAFF
FROM : MELINDA F. LUMANTA
Vice Chancellor for Finance
and Administration
SUBJECT : SELECTION OF STAFF REGENT
We would like to inform everyone that the selection for the 1st UP Staff Regent is on-
going. An Adhoc Committee chaired by Ms. Victoria C. Belegal with Ms. Rhonna Marie
Verena and Mr. Michael P. Lagaya as members has been formed to oversee the
selection process.
Today, March 13, 2009 is the scheduled election within CU as outlined in the schedule of
activities. Since our lone nominee withdrew, no CU election will be held on March 13,
2009 (See attached letters from UP System).
Everyone is enjoined to participate in the system-wide election which will be held on
March 31, 2009, Tuesday.
Thank you.
NOTED:
GRACE JAVIER ALFONSO
Chancellor
Los Baños, Laguna 4031 Philippines Tel No. (63-49) 536 6001-06 Administrative Staff loc. 201 Cash Office loc.250 MISO loc. 451,452 [email protected] · www.upou.org Fax (63-49) 536 6013 Accounting Office loc. 202,230 HRDO loc. 220 SPMO loc. 210, 211
I, ' 'L: ' , :j .;:, ..'~;"" ',:,~,:!,:.";':'H,;jf~~.i!~~;t;:!~v,:;':~1t:'::~:;~::i~\~fl:'!.':f'!;':'~'I,t:",~':!!'I.\;:.::_,I;,.' .. 'to' r, I.~. ',' :',', ,"',0-',' \',", '.',',
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OFFICE OF TIjIE VI,CE:',PR~S,'_Q,~~1T"fP~:~49,~~,NI~T~A1!~ON' ':"',:;,~! UNIVERSITY OF':111.e:~PHILlPP'NES:':!:':,:': " ;' : ",
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REFERRED TO:
SUBJECT/REF. NO:
FOR:
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ARLENEA:SAMANiEGtfVIce Presldeot for AdmtnlslnltlonDATE: JIH If) ,
PLeASE USE SPACE BELOWFOR YOURCOMMENTS
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BY:_._~_.,-,---,---
09 :733
I
March 10.2009
DR. ARLENE A. SAMANIEGOVice President for AdministratjonUniversity of the PhilippinesDiliman, Quezon City
Ad Hoc Committee for the Staff Regent Selection'University of the PhHippines System
Diliman Quezon City ())fficeof fh!1!VicePie.S~~f."-'for Adm~nl~':T:~tl-t.,.
REC6~\f[J)
By:O~te:
Dear Dr. Samaniego;
This is to inform you that we have received the names of the nominees for thestaff regent selection from the different campuses. They are as follows:
a. Baguio-
Sally Leung - REPS
b. Diliman-
1, Clodualdo Cabrera - Administrative staff2. Belinda Cuevas - REPS3. FlocerfidaTuando - Administrative staff4. Maria Eloisa Zabat - Administrative staff
C. Los Banos -
1. AmorAlcantara-Administrative staff2. ZosimoDimaculangan- Administrativestaff3 Leni Garcia - Administrative staff4. Alexis Mejia- Administrativestaff
d. Manila-
Jossel Ebesate - Administrative staff
e. VisByas-
1. UlyssesAlama- Administrative staff2. VirgilioNunez -Administrative staff3. Vena Tamayo -Administrative staff4. Danilo Walo - Administrative staff
In the Open University and Mindanao campuses. there are no candidates.
...'
Again, we thank you for your support.
Very truly yours,
L~. TOJOS, Ph. D.Chair
ce, PROF, THEODORE O. TEVice President for Legal Affairs
NOTED: .
ARLEN~GJI"/'1Vice Presidentfor A.~mInlstration
l'
,/
':~ ';":n\~-:T'.-"""~-~' i "':1'_,
rAd Hoc Comn~ittee for the. ~tarr R()g~1It Selection r-;-~.r.,---::-:,.
Ulllvcj'sJty of the Pluhpplno8 ~'Y8teJn . fOJlli~mn'WLt~Ir~IIDI'Utlhnan.QuezonCity ,.\3"'~..,~ UU J~ -J ~I.f)
~v aft'CIUED 4r OFJ:IC~o~THEPRF~'Dnrt1\1;1/'1f 'i UMV~S
. ~.~o. I -~~~.." ~~. QN"guy of"""Q
..~EMERLINDAIt ROMAN, l~n.O~ 01),.eskteut
tJnlvcrsit.yQf theI'hilippine9DiHmall4 QUOLOI1City
~"
lVtnrch5, 2009
)0." rr~3Adent UOIUIUU
This is tQ inform you that the System al1.dCU Level Au Hoc Couunltloos have agtcodto roncmJthe apPi'ovoueJectionguidelines for the StaJTRugcntSelection.
Based on Ule uU'nout r,fnomil1atiQ!1s,the CUs ill lbe Open Uuiveriily und MindanHQ did notsubmitany l1olrutU!eswhile in llaguio and Manila thct'Cwere tossthan three nominees.
In this rcgn['d the Ad Hoc Cornmittee decided that in cases where there arc three or lcs$Iloul1necs:r110election wiU be l.tclda1die CU teve1.However, these CUs wll1participate in thesymcmlevc]election whichwill be held as scheduled.
ThtU~{)IOUfor your attentionand continutd support.
Very u.111y)'Uurs,
The Ad Hoc CODun,iUcc
I~~~;tETlCfA S.TOJOS
Chair, SystemAd Hoc IEGLOm. ALMAIUEGOCu..Ch ,Systetn Ad Hoc
Lk~~Member, SysteJt1Ad Hoc
pi?x'tf~ijeI\i1embcl', Sys1cm Ad Hoc
0 ~ERMINA C;PANJIlALESc~jt~ AdHoeManila
...,'
/7~"~-sotJ!DAD'P, SAOUNMCfnber,SystemAdHoc
~PHlu11TA C. RANA
Chair~elf Ad Hoc Diliow,
c.c.. : Dr. Arlene Samat1iegoVioe Ptesident for Adm1ni~tr8t1on
Atty. TheodotQT"Vice Presiden~ for Legal Affairs
NOrm,: MARn62DUg
,Y14(~EMEN.\JNDAIt rto~~~~PmDkl.lhl
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UNIVERSITY OF THE PHILIPPINESOPEN UNIVERSITY
..
OFFICE OF THE VICE CHANCELLORFOR FINANCE AND ADMINISTRATION
Memorandum No. OVC~ 09- 00 8
March 17,2009
TO ALL UPOUEMPLOYEES
FROM~
MELINDAF.LUMANTAVice ChancellorforFi~nce
and Administration
SUBJECT 2008 STATEMENTOF ASSETS,LIABILITIESAND NETWORTHANDDISCLOSUREOF BUSINESSINTERESTAND FINANCIALCONNECTIONS
In linewith CSC MC No.2 Series of 2008 and CSC Office Memorandum No. 05 s.2009dated January 27, 2009, all employees are required to accomplish the 2008Statement of Assets, Liabilitiesand Networth (SALN)and Disclosure of BusinessInterests and Financial Connections as of December 31, 2008 using the newforms.
Those who filed their 2007 SALN using the old form shall accomplish the BaselineDeclaration (BD)form. Those who filed their 2007 SALN using the new form;{BD)shall now accomplish the Annual Declaration (AD) Form. Attached are the newforms for duplication;
Three (3) copies of the accomplished BDor ADform should be submitted to theHumanResourcesDevelopmentOffice(HRDO)on or before April30,2009.
Thank you.
I
LosBanos.Laguna4031Philippines TelNo.(63-49)5366001-06 [email protected] Fax(63-49)5366013 AccountingOfficeloc.202,230
CashOfficeloc.250HRDOloc.220
MISOIoc.451.452SPMO Ioc. 210. 211
Annual Declaration Form (3/17/2009)
Page 1
SWORN STATEMENT OF ASSETS, LIABILITIES, AND NET WORTH
DISCLOSURE OF BUSINESS INTERESTS AND FINANCIAL CONNECTIONS
AND IDENTIFICATION OF RELATIVES IN THE GOVERNMENT SERVICE (Required by R.A. No. 6713)
As of ______________________ (Annual Declaration)
Note: Please write your responses in ALL CAPITAL letters using ONLY BALL PEN to avoid blotting.
A. DECLARANT’S PERSONAL INFORMATION AND EMPLOYMENT
*For Joint filing, make 2 entries for Name, Position, Declarant’s Annual Gross Salary, Name of Agency, and Office Address *Annual Gross Salary refers to all amounts received by declarant from Government service
Last Name First Name Middle Name
Home Address Position Declarant’s Annual Gross Salary
* Annual Gross Family Income refers to income of declarant, spouse, and declarant’s children below 18 years of age living in declarant’s household
Name of Agency/Office Office Address Annual Gross Family Income
I am married. I am not married. I have no children below 18 years of age living in my household.
Spouse Information:
Name: ________________________________ Position: ____________________ Company: _________________________
Additional Children of Declarant Below 18 Years of Age
Living in Household of Declarant since last SALN submission
Date of Birth
B. IF DECLARANT HAS NOTHING TO DECLARE
There have been no acquisitions and no disposals of real properties pertaining to me/my spouse/my children below 18 years of age living in my household since my last SALN submission.
There have been no acquisitions and no disposals of vehicles pertaining to me/my spouse/my children below 18 years of age living in my household since my last SALN submission.
There have been no acquisitions and no disposals/liquidations of investments to declare pertaining to me/my spouse/my children below 18 years of age living in my household since my last SALN submission
There have been no acquisitions and no disposals of other personal properties to declare pertaining to me/my spouse/my children below 18 years of age living in my household since my last SALN submission
There have been no incurrence of new liabilities and no retirement/reduction of existing liabilities to declare pertaining to me/my spouse/my children below 18 years of age living in my household since my last SALN submission
There have been no acquisitions and no terminations of business interests and financial connections to declare pertaining to me/my spouse/my children below 18 years of age living in my household since my last SALN submission.
I don’t know of any relative who joined the Government or was separated therefrom since my last SALN submission.
C. IF DECLARANT HAS SOMETHING TO DECLARE -- Instruction for Assets, Liabilities, and Business Interests/Financial Connections: Liquidation/disposal of assets, retirement/reduction of liabilities, and termination of business interests/financial connections must be enclosed in parenthesis (xxx) to distinguish the same from acquisitions of assets, incurrence of new liabilities, and creation of business interests and financial connections.
D. ACQUISITIONS AND DISPOSALS OF ASSETS AND LIABILITIES
Instruction for all Assets: Declare assets whether the declarant/spouse/child is the legal owner (name appearing on the instrument of title) or the beneficial owner (property is in the name of another person but ownership pertains to declarant/spouse/child, under a trust arrangement).
1. Acquisitions/Disposals of Real Properties and/or Vehicles of Declarant/ Spouse/ Declarant’s Children Below 18 Years of Age Living in the Household of Declarant, regardless of amount (Use additional sheet if necessary)
Acquisition
(Disposal of Asset)
Estimated Fair Market
Value
Assessed Value
Kind of Real Property/ Type of Vehicle and
plate no. Acquired
(Disposed)
Location of Real Property/
Cert and Place of Reg of Vehicle
Mode Year Cost (Market Value of Asset)
(Not Applicable to Vehicles)
Total(Php)
Annual Declaration Form (3/17/2009)
Page 2
2. Acquisitions/Disposals/Liquidations of Investments/Other Personal Properties; Incurrence/Retirement/Reduction of Liabilities -- of Declarant/Spouse/ Declarant’s Children Below 18 Years of Age Living in the Household of Declarant
Instructions: Declare each item with a fair market value of Php50,000 or more, even if the same was acquired at no cost or at less cost. Market value must be determined as of the date of declaration. Items with less value may be declared in lump sum as “Others”. However, if “Others” amounts to more than Php 100,000, each item must be listed. Mark the properties to be declared and make the corresponding entry for the Acquisition Cost/Value of Liquidated Asset.
D.2.1 Investment
Acquired
(Disposed)
Acquisition
Cost
(Value of
Liquidated
Asset)
D.2.1 Investment
Acquired
(Disposed)
Acquisition
Cost
(Value of
Liquidated
Asset) Stocks (equity pd) Pre-need plans
(premiums pd)
Bonds Time deposits
Mutual funds Money market placements
Trust funds Equity in partnerships
Private insurance (premiums pd)
Options
Educational plans (premiums pd)
Others
D.2.2 Other
Personal Property
Acquired(Disposed )
Acquisition
Cost
(Value of
Liquidated
Asset)
D.2.3 Liability
Incurred (Paid)
Outstanding
Balance/
Increase
(Amount Paid)
Receivables Personal loans
Deposits/advanced payments on leases/rentals
Bank loans
Furniture, antiques Accounts payable
Jewelry GSIS, PAGIBIG loans
Equity in installment purchases
Mortgage payable
Intellectual properties
Surety liabilities
Cash on hand/Bank accounts (actual amt)
Guaranty
Others Judgment debts
Loans from other institutions
Others
E. ACQUISITION/TERMINATION OF BUSINESS INTERESTS/FINANCIAL CONNECTIONS BY
DECLARANT/SPOUSE/DECLARANT’S CHILDREN BELOW 18 YEARS OLD LIVING IN HOUSEHOLD OF
DECLARANT (Use Additional Sheet If Necessary)
Instruction: Declare each acquired item which generates gross annual receipts of Php 50,000 or more. Items with less value may be declared
in lump sum as “Others.” However, if “Others” amounts to more than Php 100,000, each item must be listed. Termination of Business Interests or Financial Connections previously reported, regardless of current gross annual receipts, must be reported. Declarant, Spouse, or Child [Put Name]
Name of Entity Address Nature of Business Interest/Financial
Connection
Date of Acquisition
(Termination)
F. DECLARANT’S RELATIVES IN THE GOVERNMENT (Use Additional Sheet If Necessary)
Instruction: Up to the 4th civil degree of relationship, either of consanguinity or affinity, including bilas, inso and balae
Name of Relative Relationship Position (Separated) Office/Address
G. INCORPORATION BY REFERENCE AND STATEMENT: I am fully incorporating to this statement my Baseline Declaration for the year ________ and subsequent declarations from ________ through _________. I hereby certify to the best of my knowledge and information that these SALN statements collectively are complete and true statements of my assets, liabilities, net worth, business interests, and financial connections, including those of my spouse and my children below 18 years of age living in my household, and the names of my relatives in the Government, as of ____________________________________, as required by and in accordance with Republic Act No. 6713. I further certify that no assets, liabilities, business interests, financial connections, and relatives in the Government other than those declared herein are known to me, my spouse, and my children below 18 years of age living in my household.
I hereby authorize the Ombudsman or his duly authorized representative to obtain and secure from all appropriate government agencies, including the Bureau of Internal Revenue, such documents that may show such assets, liabilities, net worth, business interests, and financial connections, including those of my spouse and my children below 18 years of age living in my household covering previous years, including the year I first assumed office in Government.
I further undertake to produce all supporting documents for each of the entries herein made when required. Declarant’s Signature: ______________________________________ Date _____________ TIN: _______________________ Community Tax Cert No: _____________________________ Issued In: _____________________ Issued On: _____________
In case of joint filing: Spouse’s Signature: _______________________________________ Date ____________________ TIN: _________________________ Community Tax Cert No: _____________________________ Issued In__: _____________________ Issued On: ___________________ SUBSCRIBED AND SWORN TO before me this _______day of ___________________________, 20_____, affiant(s) exhibiting his/her/their Community Tax Certificate(s) as indicated above.
(Person Administering Oath)
Annual Declaration Form (3/17/2009)
Page 3
H. GENERAL INSTRUCTIONS FOR ANNUAL DECLARATION
1. The Annual Declaration (AD) shall be accomplished for succeeding years following the submission of the
Baseline Declaration (BD).
2. The first AD shall be for the period commencing from the day immediately following the cut-off date of
your BD, up to December 31 of the previous calendar year. The subsequent ADs shall be for the period
January 1 to December 31 of the previous year, for submission on or before April 30. The AD must also be
accomplished within 30 days from separation from Government service, statements of which must cover
January 1 up to the last day in office.
3. The AD must be accomplished in triplicate, of which two (2) copies must be submitted to the
Administration/Personnel Division/Unit of declarant’s agency.
4. For joint filing by husband and wife, make two (2) entries in Section A for the Name, Position, Annual
Gross Salary, Name of Agency/Office, and Office Address. Also, the co-declarant must sign the Statement
under Section G.
5. You may use additional forms or sheets if information exceeds the spaces provided.
6. Put “N/A” for each entry that does not apply to you.
7. You must provide information for your spouse, if any, regardless of the status of marriage, except only
when your marriage has been declared null and void; has been annulled; or a decree of legal separation has
been procured, with finality.
8. You must provide information for all your children below 18 years of age living in your household,
regardless of legitimacy or illegitimacy.
9. Compare your Assets, Liabilities, Business Interests, Financial Connections, and Relatives in Government
since your last SALN submission, to the same items as of the time of declaration of this AD. You need to
declare the changes since your last SALN submission.
The changes that need to be disclosed in the AD are those that have occurred since your last SALN
submission, and existing as of the date of declaration of the AD:
9.1 Any acquisition or disposal of any Real Property or Vehicle of the declarant, spouse, and
children living in household, regardless of value, acquisition cost, and disposal amount. The
acquisitions that must be declared are those which exist as of the date of declaration of the
AD. The Market Value of Asset subject of liquidation or disposal that must be reported is the related acquisition cost;
9.2 Any acquisition of each item of Investment or Other Personal Property of the declarant, spouse, and
children living in household, with a value of PhP50,000 or more, and existing as of the date of
declaration of the AD;
9.3 Liquidation or disposal of previously reported Investments and Other Personal Properties of the
declarant, spouse, and children living in household, regardless of current fair market value and
disposal amount. The Value of the Liquidated Asset that must be reported is the related acquisition
cost;
9.4 Any incurrence or addition of each item of Liability of the declarant, spouse, and children living in
household, each amounting to PhP50,000 or more, and existing as of the date of declaration of the
AD;
9.5 Retirement or payment/reduction of previously reported Liabilities of the declarant, spouse, and
children living in household, regardless of amount of payment;
9.6 Any creation of each item of Business Interests or Financial Connections of the declarant, spouse, and
children living in household, each with gross annual receipts of PhP50,000 or more, and existing as
of the date of declaration of the AD;
9.7 Termination of Business Interests or Financial Connections previously reported of the declarant,
spouse, and children living in household, regardless of the related amount of current gross receipts;
9.8 Any relative of declarant who joined Government service, and who remains with Government service
as of the date of declaration of the AD;
9.9 Any relative of declarant previously declared who was separated from Government service.
10. If none of the incidents described in par. 9 took place since your last SALN submission, you may simply
accomplish Sections A, B, and G.
11. If incidents described in par. 9 took place since your last SALN submission, please note the following:
Annual Declaration Form (3/17/2009)
Page 4
11.1 The acquisition cost of Assets (Real Property, Vehicles, Investments, and Other Personal Properties)
gratuitously acquired is the fair market value at time of declaration. The fair market value of such
gratuitous acquisitions must also be reflected in the Annual Gross Family Income.
11.2 Each new item of Investment or Other Personal Property with a fair market value of PhP 50,000 or
more must be reported by checking the appropriate box and entering the acquisition cost. If an item is
less than PhP 50,000, pool all such items together and if the aggregate value exceeds PhP 100,000,
these items must be listed even if the individual items are valued at less than PhP 50,000. But if the
aggregate value does not exceed PhP 100,000, you may declare these items collectively as “Others”,
or you may opt not to declare these items at all since these are not considered material.
11.3 For Cash and Bank Accounts, it is the actual amount as of date of declaration, for amounts of
Php50,000 or more, that must be reported, and not the changes.
11.4 In the same manner, each new item of Liability with an outstanding balance of PhP 50,000 or more
must be reported by checking the appropriate box and entering the amount of the outstanding balance.
If an item is less than PhP 50,000, pool all such items together and if the aggregate value exceeds PhP
100,000, these items must be listed even if the individual items are valued at less than PhP 50,000.
But if the aggregate value does not exceed PhP 100,000, you may declare these items collectively as
“Others”, or you may opt not to declare these items at all since these are not considered material.
11.5 Similarly, each item of Business Interest or Financial Connection which gives gross annual receipts of
PhP 50,000 or more must be reported by providing the required details. If an item generates gross
annual receipts of less than PhP 50,000, pool all such items together and if the aggregate receipts
exceed PhP 100,000, these items must be listed even if the individual items are valued at less than
PhP 50,000. But if the aggregate receipts do not exceed PhP 100,000, you may declare these items
collectively as “Others”, or you may opt not to declare these items at all since these are not
considered material.
11.6 Market value must be determined as of the date of declaration.
12. Put in parenthesis (xxx) the disposal/liquidation value of the Asset, the retirement/reduction/payment of a
Liability, and the separation from Government service of a relative.
13. If a relative has been separated from Government, put in the word “Separated” under the column on
Position (Separated) to indicate that this is a separation, and not a new appointment
14. The fair market value of property is that amount which a willing buyer and a willing seller can agree on as
the purchase price of the property.
15. The assessed value of real property is that recorded in the Assessor’s Office, the local Treasurer, or the
Sanggunian in the city or municipality where the real property is located.
16. The related acquisition cost refers to the acquisition cost as reflected in your baseline declaration form.
17. Note that you are not required to attach any documents to vouch or substantiate the information disclosed at
the time of submission. However, you must ensure that all information provided is supported by proper and
adequate documentation, and must be prepared to produce the same when required in the future.
18. Moreover, the SALN is made under oath. Falsification of information or failure to file or report
information may subject you to disciplinary action. Deliberate and willful falsification of information may
also subject you to criminal prosecution.
19. Penalties under RA 6713 may be any of the following:
� Imprisonment ≤ five years
� Fine ≤ P5,000
� Dismissal from the service
20. For further guidance and assistance in completing the SALN, you may contact the Integrated Records
Management Office (IRMO), Civil Service Commission at 931-7981 and 951-4628.
Baseline Declaration Form (2/22/2008)
Page 1
SWORN STATEMENT OF ASSETS, LIABILITIES, AND NET WORTH DISCLOSURE OF BUSINESS INTERESTS AND FINANCIAL CONNECTIONS
AND IDENTIFICATION OF RELATIVES IN THE GOVERNMENT SERVICE (Required by R.A. No. 6713) As of ______________________ (Baseline Declaration)
Note: Please write your responses in ALL CAPITAL letters using ONLY BALL PEN to avoid blotting.
A. DECLARANT’S PERSONAL INFORMATION AND EMPLOYMENT *For Joint filing, make 2 entries for Name, Position, Declarant’s Annual Gross Salary, Name of Agency, and Office Address *Annual Gross Salary refers to ALL amounts received by declarant from Government service
Last Name First Name Middle Name
Home Address Position Declarant’s Annual Gross Salary
* Annual Gross Family Income refers to income of declarant, spouse, and declarant’s children below 18 years of age living in declarant’s household Name of Agency/Office Office Address Annual Gross Family Income
I am married. I am not married. I have no children below 18 years of age living in my household.
Spouse Information:
Name: ________________________________ Position: ____________________ Company: _________________________
Children of Declarant Below 18 Years of Age Living in Household of Declarant (Use additional sheet if necessary)
Date of Birth
B. ASSETS, LIABILITIES, AND NET WORTH
Instruction for all assets: Declare assets whether the declarant/spouse/child is the legal owner (name appearing on the instrument of title) or the beneficial owner (property is in the name of another person but ownership pertains to declarant/spouse/child, under a trust arrangement).
1. Real Properties and Vehicles of Declarant/Spouse/Declarant’s Children Below 18 Years of Age Living in the Household of Declarant, regardless of amount (Use additional sheet if necessary)
I have no real properties to declare owned by me/ my spouse/my children below 18 years of age living in my household I have no vehicles to declare owned by me/my spouse/my children below 18 years of age living in my household
Acquisition
Estimated Fair Market Value (Php)
Assessed Value (Php)
Kind of Real Property/
Type of Vehicle and plate no.
Location of Real Property/
Cert No. and Place of Reg of Vehicle
Mode Year Cost (Php) (Not Applicable to Vehicles)
Total:
2. Investments, Other Personal Properties, and Liabilities of Declarant/Spouse/Declarant’s Children Below 18 Years of Age Living in the Household of Declarant
I have no investments to declare owned by me/my spouse/my children below 18 years of age living in my household I have no personal properties to declare owned by me/my spouse/my children below 18 yrs of age living in my household I have no liabilities to declare pertaining to me/my spouse/my children below 18 years of age living in my household
Instructions: Declare each Asset Item (Investment and Other Personal Property) with a fair market value of Php50,000 or more as of the date of declaration, even if the same was acquired at no cost or at less cost. Declare each Liability Item with an outstanding balance of Php50,000 or more as of the date of declaration. Items with less value may be declared in lump sum as “Others.” However, if “Others” amounts to more than Php 100,000, each item must be listed. Put a check mark on the items to be declared, and make the corresponding entry for the actual Acquisition Cost or Outstanding Balance, as applicable.
B.2.1 Investment Item Acquisition Cost B.2.1 Investment Item Acquisition Cost Stocks (equity paid) Pre-need plans (premiums pd) Bonds Time deposits Mutual funds Money market placements Trust funds Equity in partnerships Private insurance (premiums pd) Options Educational plans (premiums pd) Others
Total Php:
Baseline Declaration Form (2/22/2008)
Page 2
B.2.2 Other Personal Property Acquisition Cost B.2.3 Liability Outstanding Balance Cash on hand/Bank accounts Personal loans Receivables Bank loans Deposits/advanced payments on
leases/rentals Accounts payables
Furniture, antiques GSIS, PAGIBIG loans Jewelry Mortgage payables Equity in installment purchases Surety liabilities Intellectual properties Guaranty liabilities Others Judgment debts Loans from other institutions Others
Total Php: Total Php:
3. Net Worth: Declarant/Spouse/Declarant’s Children Below 18 Years of Age in Declarant’s Household Reference Section Net Worth At Historical Value1 (Php)
B1 Total Real Properties and Motor Vehicles B2.1 add: Total Investments B2.2 Total Other Personal Properties B2.3 deduct: Total Liabilities
Total Php: 1 Acquisition costs of Real Properties and Vehicles, and Investments and Other Personal Properties; less total outstanding balance of Liabilities
C. BUSINESS INTERESTS AND FINANCIAL CONNECTIONS OF DECLARANT/SPOUSE/DECLARANT’S CHILDREN BELOW 18 YEARS OF AGE LIVING IN THE HOUSEHOLD OF DECLARANT (USE ADDITIONAL SHEET IF NECESSARY) Instruction: Declare each item which generates gross annual receipts of Php 50,000 or more. Items with less value may be declared in lump sum as “Others”. However, if “Others” amounts to more than Php 100,000, each item must be listed
I have no business interests and financial connections to declare pertaining to me/my spouse/my children below 18 years of age living in my household. Declarant, Spouse, or
Child (Put Name) Name of Entity Address Nature of Business
Interest/Financial Connection
Date of Acquisition/ Connection
D. DECLARANT’S RELATIVES IN THE GOVERNMENT (USE ADDITIONAL SHEET IF NECESSARY) Instruction: Up to the 4th civil degree of relationship, either of consanguinity or affinity, including bilas, inso and balae
I don’t know of any relatives in Government. Name of Relative Relationship Position Office/Address
E. STATEMENT
I hereby certify to the best of my knowledge and information that these are complete and true statements of my assets, liabilities, net worth, business interests, and financial connections, including those of my spouse and my children below 18 years of age living in my household, and the names of my relatives in the Government, as of ______________________________, as required by and in accordance with Republic Act No. 6713. I further certify that no assets, liabilities, business interests, financial connections, and relatives in the Government other than those declared herein are known to me, my spouse, and my children below 18 years of age living in my household.
I hereby authorize the Ombudsman or his duly authorized representative to obtain and secure from all appropriate government
agencies, including the Bureau of Internal Revenue, such documents that may show such assets, liabilities, net worth, business interests, and financial connections, including those of my spouse and my children below 18 years of age living in my household, covering previous years, including the year I first assumed office in Government.
I further undertake to produce all supporting documents for each of the entries herein made when required.
Declarant’s Signature: _____________________________________________ Date ________________ TIN: ______________________
Community Tax Cert No: ___________________________ Issued In: ___________________________ Issued On: __________________
In case of joint filing:
Spouse’s Signature: ___________________________________________ Date __________________ TIN: ________________________
Community Tax Cert No: ___________________________ Issued In: _________________________ Issued On: ____________________
SUBSCRIBED AND SWORN TO before me on this _______________day of _________________________________, 20______, affiant(s) exhibiting his/her/their Community Tax Certificate(s) as indicated above.
________________________________ (Person Administering Oath)
Baseline Declaration Form (2/22/2008)
Page 3
F. GENERAL INSTRUCTIONS FOR BASELINE DECLARATION
1. Please write your responses in ALL CAPITAL letters using ONLY BALL PEN to avoid blotting. 2. The Baseline Declaration (BD), which contains a comprehensive listing of your assets, liabilities, net worth,
business interests, and financial connections, must be submitted by new entrants within 30 days after assumption into office, and by incumbents on or before April 30, 2008. This form must be accomplished only once.
3. The statement of a new entrant must contain comprehensive information as of his/her first day of
Government service. The statement of an incumbent must contain his/her assets, liabilities and networth as of December 31, 2007.
4. The BD must be accomplished in triplicate, of which two (2) copies must be submitted to the
Administration/Personnel Division/Unit of your agency. 5. For joint filing by husband and wife, make two (2) entries in Section A for the Name, Position, Annual
Gross Salary, Name of Agency/Office, and Office Address. Also, the co-declarant must sign the Statement under Section E.
6. You may use additional forms or sheets if information exceeds the spaces provided. 7. Put “N/A” for each entry that does not apply to you. 8. You must provide information for your spouse, if any, regardless of the status of marriage, except only when
your marriage has been declared null and void; has been annulled; or a decree of legal separation has been procured, with finality.
9. You must provide information for all your children below 18 years of age living in your household,
regardless of legitimacy or illegitimacy. 10. The fair market value of real property is that amount which a willing buyer and a willing seller can agree on
as the purchase price of the property. You may refer to historical data, such as sales transactions of real properties, in the same vicinity.
11. The assessed value of real property is that recorded in the Assessor’s Office, the local Treasurer, or the
Sanggunian in the city or municipality where the real property is located. 12. Note that you are not required to attach any documents to vouch for or substantiate the information disclosed
at the time of submission. However, you must ensure that all information provided is supported by proper and adequate documentation, and must be prepared to produce the same when required in the future.
13. Moreover, the SALN is made under oath. Falsification of information or failure to file or report information
may subject you to disciplinary action. Deliberate and willful falsification of information may also subject you to criminal prosecution.
14. Penalties under RA 6713 may be any of the following:
Imprisonment ≤ five years Fine ≤ PhP 5, 000 Dismissal from the service
15. For further guidance, SALN Manual: A Guide to Filling Out Your SALN Form is available from the
Civil Service Commission and your Human Resource Division. You may also contact the Integrated Records Management Office (IRMO) at 931-7981, 931-7987, and 951-4628 for assistance in completing the SALN.
~
OFFICE OF THE VICE CHANCELLORFOR FINANCE AND ADMINISTRATION
-.
UNIVERSITY OF THE PHILIPPINESOPEN UNIVERSITY
MEMORANDUMNO. OVCFA oq-DOq
April 1, 2009
TO ALL CONCERNED
fROM~
MELINDAf. LUMANTAVice Chancellor for Finance
and Administration~
RE ADOPTION Of fOUR-DAY WORK WEEK IN THE UNIVERSITY
President Emerlinda R. Roman issued Memorandum' No. PERR 09-014dated March 17,2009 encouraging all offices to observe the four-day work weekfor the month of May 2009. The objectives of the four-day work week are for the
, Universityto save on utilities and to give personnel opportunity to enjoy a three-day week-end.
Since UPOU Los Banos offices are observing the four-day work week, allother offices of UPOU are hereby directed to adopt the four-day work week(Tuesdayto Friday),7:00 a.m. to 6:00 p.m. or 7:30a.m. to 6:30p.m.) effective May6,2009. All Learning Center staff shall make the necessary arrangements on theirscheduled day-off through the Office of the Vice Chancellor for AcademicAffairs since they are required to be in the Learning Center from Tuesday toSaturday. TheOffice of the Chancellor and the Office of the UniversityRe1gistrarshallcontinue to be the Nerve Centers of the University.
In case a holiday falls on the workweek schedule, UPOUshall observe theregular 8:00a.m. to 5:00p.m. Monday to Fridaywork schedule.
All offices are requested to submit their schedule on or before April 23,2009 (Thursday) to the Human Resources Development Office. .
Thank you.
I
LosBanos,Laguna4031PhilippinesTel No.(63-49) 5366001-00 AdministrativeStaffloc.201 [email protected] Fax (6349) 5366013 AccountingOffIceloe.202,230 HRDOIoc.220
MISOIoc.451,452SPMO loc. 210, 211
OFFICE OF THE VICE CHANCELLORFOR FINANCE AND ADMINISTRATION
UNlVERSI1Y OF THE PIDLIPPINESOPEN UNlVERSI1Y
MEMORANDUM NO. 09-010
April 8, 2009
TO ALL DillMAN-BASED OFFICIALS, FACULTY AND STAFF
FROM~~.
~,LlN_~A ~ LUMANTAD Vice Chancellor for Finance
and Administration
RE REVERSION TO FIVE-DAY WORK WEEK SCHEDULE
Due to the request of some Diliman-based staff and as recommended byVice Chancellor Nemah N. Hermosa, the Chancelfor approved the request toreturn to five-day work week (from 8:00 am to 5:00 pm) of all Diliman-basedemployees effective April 13,2009.
Thank you.
cc: HRDO
l
LosBanos,Laguna4031Philippines TelNo.(63-49)5366001-06 [email protected] Fax(63-49)5366013 AccountingOfficeloc.202,230
CashOfficeloc.250HRDOloc.220
MISOloe.451,452SPMO loe. 210, 211
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