Title
Guidelines for Modified Disbursement System
Law
Dbm Joint Circular No. 1-90
Decision Date
Feb 27, 1990
The Department of Budget and Management implements a Modified Disbursement System to enhance cash management and streamline the reconciliation of government agency disbursements with the Bureau of the Treasury and Government Servicing Banks.
A

Withdrawal and Remittance of Existing Account Balances

  • Agencies must withdraw balances as of February 28, 1990, from all accounts under the old New Disbursement System (NDS).
  • Withdrawn amounts must be remitted to the Treasurer of the Philippines (TOP) either via government depository banks or directly to the BTR.
  • Exemptions include legally authorized trust receipts, revolving funds, Government-Owned or Controlled Corporations (GOCCs), and Local Government Units (LGUs).
  • Accounts will close after outstanding checks are cleared or six months after MDS implementation; remaining balances remitted to BTR.

Establishment and Use of MDS Accounts and Checks

  • BTR will open MDS deposit accounts with the Head Offices of Philippine National Bank (PNB), Land Bank of the Philippines (LBP), and Development Bank of the Philippines (DBP).
  • Government agencies must withdraw funds using specially designed commercial checks (MDS checks) from these MDS accounts.
  • Treasury Warrants Type A and B are discontinued except for special arrangements with the Department of Education, Culture and Sports (DECS) until June 1990.

Inventory and Disposal of Unused Checks and Warrants

  • Agencies to inventory unused NDS commercial checks or Treasury Warrants except those under prior special arrangements.
  • Disposal must comply with relevant Commission on Audit (COA), Department of Finance (DOF), and Monetary Board regulations.

Notice of Cash Allocation (NCA) and Fund Releases

  • The Department of Budget and Management (DBM) issues monthly NCAs directly to Central Offices, Regional Offices, and some Provincial or Operating Units.
  • NCAs guide agency fund withdrawal limits and are valid only for the calendar year issued.
  • Funds released to sub-agencies not receiving NCAs directly are by MDS checks covering two weeks' requirements.
  • Separate MDS checks should be used per allotment class.
  • Specific procedures apply for payroll accounts and salary payments.
  • Agencies must submit monthly allocation utilization statements and bank reconciliation reports.

Bank Account Management and Statements

  • GSBs maintain separate accounts per agency and fund with controls based on NCAs.
  • Monthly statements of accounts and negotiated checks must be provided by GSBs for reconciliation within five days after month-end.
  • Agencies authorized to maintain sub-accounts reconcile monthly with GSBs.

Responsibilities of Bureau of the Treasury (BTR)

  • Open and maintain MDS accounts.
  • Deposit funds to GSBs to support MDS operations.
  • Design and authorize the use of MDS checks.
  • Replenish MDS accounts daily based on negotiated checks.
  • Prepare monthly allocation control statements and bank reconciliations for submission to COA.

Responsibilities of Department of Budget and Management (DBM)

  • Issue Advice of Allotment (AA) and monthly NCAs with copies to GSBs and BTR.
  • Forward NCAs at least two weeks in advance.
  • Approve and evaluate requests for NCAs including special budgets.
  • Receive and evaluate agencies' financial reports as basis for fund releases.

Responsibilities of Government Agencies

  • Withdraw and remit NDS balances per guidelines.
  • Close old deposit accounts.
  • Stop use of Treasury Warrants with exceptions.
  • Inventory and dispose unused checks.
  • Submit required plans and reports for AA and NCA issuance.
  • Record NCAs per COA accounting procedures.
  • Open sub-accounts with authorized banks.
  • Use MDS checks and adhere to fund limits ensuring disbursements do not exceed NCAs.
  • Designate authorized signatories for checks and reconciliation documents.
  • Purchase blank MDS checks limited to one month’s use.
  • Release funding checks to sub-offices as applicable.
  • Handle payroll in accordance with approved methods.
  • Remit refunds for overpayments.
  • Submit daily Advice of Checks Issued and Cancelled (ACIC) and monthly bank reconciliations.
  • Properly cancel spoiled checks and ensure proper reconciliation with bank statements.

Responsibilities of Government Servicing Banks (GSBs)

  • Manage MDS accounts for BTR and agencies.
  • Issue blank checks only upon authorized purchase orders.
  • Honor only MDS checks listed in ACIC and refrain from honoring overdrafts.
  • Provide monthly statements for reconciliation.
  • Report daily negotiated check summaries to BTR.
  • Handle adjustments and corrections as required.

Specific Procedures for Funding Checks to Sub-Offices

  • Central and Regional Offices issue funding checks for two weeks’ needs to sub-offices.
  • Sub-offices maintain deposit accounts with GSBs and issue regular checks against these accounts.
  • Unused balances must be remitted to BTR annually.

Transfer of Allocation Procedures for Some Agencies

  • Central Offices submit requests for Notice of Transfer of Allocation (NTA) to sub-offices with copies to relevant agencies.
  • GSBs distribute NTAs and monitor agency withdrawals not to exceed allocated funds.
  • Sub-offices comply with applicable reporting, funding, and reconciliation guidelines.

Management of NCAs for Foreign Assisted Projects

  • Agencies maintain specific ledgers per project to monitor expenditures.
  • Continuing appropriations policies remain applicable even as NCAs are valid only through the calendar year.

Accounting and Record-Keeping

  • COA to prescribe accounting guidelines and procedures for the implementation of the MDS.

Penalty Clause

  • Disbursements must not exceed the NCAs.
  • Officers authorizing or allowing excess withdrawals are personally liable under Section 47 of PD 1177.

Effectivity

  • The Circular implementing the MDS took effect on March 1, 1990.

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