Title
Guidelines for agency work and ficial plans FY1995
Law
Dbm National Budget Circular No. 436
Decision Date
Dec 28, 1994
DBM National Budget Circular No. 436 establishes guidelines for the preparation and submission of Work and Financial Plans by all national government agencies for fiscal year 1995, detailing the required formats, funding releases, and prioritization of key programs and projects.

Coverage

  • Applies to all programs, projects, and activities of all departments, bureaus, offices, and agencies of the national government.
  • Includes self-governing Boards and Commissions, State Universities and Colleges.
  • Covers appropriations under RA 7845 (1995 General Appropriations Act) and existing continuing and automatic appropriations.

Prescribed Format of Work and Financial Plans

  • WFPs consist of four parts: Work Plan, Financial Plan, Cash Program, and Cost of Filled Itemized Positions.

Work Plan (BEF 100)

  • Reflects planned agency performance accomplishments scheduled quarterly.
  • Based on level of appropriations authorized and programmed for the year.

Financial Plan (BEF 200 and BEF 200-A)

  • Shows schedule of obligation incurrence by fund, program/project/activity, allotment class, and quarter.
  • Consistent with planned accomplishments in Work Plan.

Supplementary Schedules to the Financial Plan

  • Schedule of Retirement and Terminal Leave Benefits (BEF 201): Benefits for retiring personnel or those intending to retire within the year.
  • Tax Expenditure Program (BEF 202): Details tax obligations from importation and related transactions.
  • Annual Equipment Procurement Program (BEF 203): Lists costs for furniture, equipment, motor vehicles, computers to be purchased during the year.

Cash Program (BEF 300)

  • Projects disbursement schedule requiring issuance of Notice of Cash Allocations.
  • Covers Current Budget (expenditures authorized and paid in 1995).
  • Accounts Payable (expenditures obligated in prior years to be paid in 1995).
  • Continuing Appropriations (appropriations valid from prior years to be obligated and paid in 1995).

Cost of Filled Itemized Positions (BEF 400)

  • Reflects personal services costs of authorized itemized positions occupied as of January 1, 1995.
  • Includes selected associated expenditures.

Release of Funds for Personal Services

  • Releases for Personal Services (PS) limited to salaries of filled positions and corresponding benefits (Section 58, 1995 GAA).
  • Additional releases allowed for:
    • Positions filled during the year as approved by Civil Service Commission.
    • Promotions.
    • Transfers.
  • Additional release corresponds to funding difference between filled positions and additional requirements.
  • Submittal of appointment copies required for additional release requests.
  • Casual and contractual positions funded from lump-sum appropriations must source compensation adjustments from the same fund.

Other Guidelines

  • Priority scheduling for implementation of programs/projects:
    • Flagship programs for CY 1995.
    • GATT-Related Adjustment Program.
    • Social Reform Agenda programs.
    • Basic services to 25 most depressed provinces.
    • Core Public Investment Program projects.
  • Specific departments (DPWH, DOTC, DECS, DA) must provide DBM with detailed Infrastructure Program approved by the President.
  • All special budget items including lump-sum appropriations and congressional incentives must be presented separately with WFP coverage.
  • A 5% reserve imposed on non-personal services budgets, pooled for contingency funds as per EO No. 292.
  • Exemptions from reserve imposition include:
    • Retirement and separation benefits.
    • Mandatory expenditures (rent, water, power).
    • Extraordinary and miscellaneous expenses.
    • Maintenance funds for infrastructure.
    • Agrarian Reform Fund expenditures.
    • Internal revenue allotment of LGUs.
    • Agencies with fiscal autonomy (Congress, Judiciary, Constitutional Commissions, Ombudsman, CHR).

Submission Schedule and Procedure

  • Department and agencies to submit three copies of duly accomplished forms to the designated DBM Bureaus/Regional Offices.
  • Follows decentralization per DBM Department Order No. 94-13.

Repealing Clause

  • All inconsistent circulars or provisions are modified accordingly to conform with this Circular.

Effectivity

  • Circular takes effect immediately upon adoption (December 28, 1994).

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