I. ORGANIZATION
   
A. 
 New Organization/Staffing Pattern
       
 
• 
 Legal Basis
 
• 
 Proposed:
   
• 
 Organizational Chart/Structure
   
• 
 Functional Statements (by Organizational Unit)
   
• 
 Programs/Activities/Projects (P/A/P) Structure
   
• 
 Major Final Outputs and Performance Indicators/Targets
   
• 
 Annual Work Program
   
• 
 Organizational Linkages/Work Flows
   
• 
 Staffing Pattern
 
• 
 Position Descriptions/Statement of Duties and Responsibilities of Proposed Positions
 
• 
 Detailed Computation of the Personal Services (PS) Cost of the Proposed Staffing Pattern
 
• 
 Details of Funding Source
       
B. 
 Reorganization with Major Staffing Modification
       
 
• 
 Legal Basis
 
• 
 Rationale for the Proposal
 
• 
 Present and Proposed:
   
• 
 Organizational Chart/Structure
   
• 
 Functional Statements (by Organizational Unit)
   
• 
 (P/A/P) Structure (if modification is required)
   
• 
 Major Final Outputs and Performance Indicators/Targets
   
• 
 Annual Work Program
   
• 
 Organizational Linkages/Work Flows
   
• 
 Staffing Pattern
 
• 
 Brief Description of Positions Involved
 
• 
 Total Requirements of Proposed Positions vis-a-vis Existing Positions [in terms of PS, Maintenance and Other Operating Expenses (MOOE), and Capital Outlays (CO) as necessary]
 
• 
 Details of and Justification for the Funding Requirement [ * ]
     
C. 
 Minor Staffing Modifications (Creation, Reclassification, Transfer, Abolition, Conversion of Positions)
     
 
• 
 Rationale of the Proposal
 
• 
 Position Description of Positions Involved
 
• 
 Details of and Justification for the Funding Requirement [ * ]
     
D. 
 Creation of New Class Title/Position (for Local Government Units)
     
 
• 
 Letter-Request of the Local Chief Executive (LCE)
 
• 
 Justification for the Creation of the Class Title/Position
 
• 
 Duly Accomplished Position Description Form (PDF) for each Position
 
• 
 Organizational Chart
 
• 
 Position Allocation List by Department/division/unit
 
• 
 Functions of each Department/division/unit, with emphasis on the unit where the position to be created will be deployed
 
• 
 Sanggunian Resolution Creating the New Position/s
 
• 
 Appropriation Ordinance providing funds for the creation of new position/s
 
• 
 Certification from the Local Budget Officer/Local Finance Committee that the PS cap/limitation has not been exceeded despite the creation
     
II. REVISION OF P/A/P STRUCTURE APPROVAL OF NEW P/A/Ps
     
 
• 
 Legal Basis
 
• 
 Matrix of Existing and Proposed P/A/Ps
 
• 
 Justification for the Revised or New Structure
     
III. ALLOWANCE AND OTHER COMPENSATION
     
 
• 
 Legal Basis
 
• 
 Rationale
 
• 
 Pertinent Data/Information
       
    e.g., for payment of allowances of employees stationed abroad:
   
• 
 Assimilated Ranks Approved by the President
   
• 
 Place of Assignment/Foreign Post
   
• 
 Civil Status
   
• 
 Number of Dependents
 
* In the absence of Specific Appropriations for additional PS requirement, List of Vacant Funded Positions to be abolished (including their Unique Item Numbers and the Justification for their abolition) as Funding Sources
 

Queries and/or clarifications relative to the documentary requirements listed herein may be coursed through the following Officials/Bureaus of the Department of Budget and Management:

Director Amelita D. Castillo
Organization and Productivity Improvement Bureau (OPIB)
Rm. 127, Mezzanine, Mabini Hall
Malacanang, Manila
Tel. Nos. 735-4844, 735-4827 & 735-1740 (telefax)
amletol@yahoo.com

OIC - Director Myrna S. Chua
Organization, Position Classification
and Compensation Bureau (OPCCB)
2nd Floor, DBM Bldg. I, General Solano St.
San Miguel, Manila
Tel. Nos. 736-7572, 736-7670 & 735-4959 (telefax)
mchua@dbm.gov.ph

Director Carmencita N. Delantar
Regional Operations and Coordination Service (ROCS)
1st Floor, DBM Bldg. I, Gen. Solano St.
San Miguel, Manila
Tel. Nos. 735-4979 & 735-4961 (telefax)