OVCFA Memoranda 2009 by Michael Lagaya

OFFICE OF THE VICE CHANCELLOR FOR FINANCE AND ADMINISTRATION

MEMORANDA 2009

University of the Philippines OPEN UNIVERSITY

University of the Philippines OPEN UNIVERSITY Office of the Vice Chancellor for Finance and Administration Memoranda for the Year 2009 No.

Date

Subject

Page

09-001

1/13/2009

All UPOU Officials, Faculty and Staff

Financial Assistance to the Family of Ms. Audrey G. Anday

09-002

1/14/2009

All Concerned

Computation of CY 2008 Income and Withholding Tax

09-003

1/27/2009

All UPOU Officials, Faculty and Staff

Financial Assistance to the Family of Ms. Genoveva dR. Mercado

09-004

2/13/2009

All UPOU Officials, Faculty and Staff

Financial Assistance to the Family of Ms. Margaret S. Jarmin

09-005

3/8/2009

All UPOU Employees

ATM Payroll System of Landbank of the Philippines (LBP)

09-006

3/12/2009

All UPOU Officials, Faculty and Staff

Financial Assistance to the Family of Ms. Karmen Rivera

09-007

3/13/2009

All REPS and Administrative Selection of Staff Regent Staff

09-008

3/17/2009

All UPOU Employees

2008 Statement of Assets, Liabilities and Net worth and Disclosure of Business Interest and Financial Connections

09-009

4/1/2009

All Concerned

Adoption of Four-Day Work week in the University

09-010

4/8/2009

All Diliman-based Faculty and Staff

Reversion to Five-day Work Schedule

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)

09-012

4/21/2009

All UPOU Officials, Faculty and Staff

Financial Assistance to the Family of Ms. Victoria Belegal

09-013

4/23/2009

All UPOU Officials, Faculty and Staff

Financial Assistance to the Family of Ms. Pura Amoloza

09-014

5/14/2009

All UPOU Officials, Faculty and Staff

Financial Assistance to Ms. Marilou Datug

09-015

5/27/2009

All Learning Center Coordinator

Application for Student Loan Program for 1st Sem 2009-2010

09-016

7/3/2009

All UPOU Officials, Faculty and Staff

Financial Assistance to the Family of Ms. Marilou Datog

09-017 09-018

7/1/2009 7/7/2009

All Heads of Offices All Los Banos-Based UPOU Officials, Faculty and Staff

Inventory Findings for 2008 Annual Medical Examination for 2009

32 33

No.

Date

09-019

7/8/2009

Subject

Ms. Geneva Simplina, UPOU Annual Medical-Physical Examination 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

Page

09-020

7/17/2009

All Concerned

Reiterating Government Belt-Tightening

09-021

7/22/2009

All Diliman-based Officials, Faculty and Staff

Annual Medical-Physical Examination

All UPOU Officials, Employees and Others Concerned

Reinstituting Selective Pre-Audit on Government Transactions by the Commission on Audit (COA)

All UPOU Officials and Staff

Participation to the Civic Parade in Celebration of the 394th Foundation Day of Los Banos

09-022

09-023

7/29/2009

9/15/2009

09-024

10/27/2009 All Concerned

Monetization of Leave Credits for CY 2009

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

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 Advances

09-026

11/3/2009

09-027

10/30/2009 All Concerned

Moratorium on GSIS Monthly Housing and Consolidated Loan Repayments

09-028

11/10/2009 All Learning Center Coordinator

Application for Student Loan Program for 2nd Sem 2009-2010

No. 09-029

09-030

09-031

09-032 09-033

Date

Subject

Page

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 (PMSOPES)

11/12/2009 All Concerned

Additional Guidelines on the Availment of GSIS Moratorium on Consolidated Loan Repayments

Prohibited Acts in Connection with the May 10, 2010 National and Local Elections

11/26/2009 All Concerned

11/26/2009 All Concerned 11/26/2009 All Concerned

Mandatory Christmas Break Result of the UP Provident Fund Board of Trustees' Elections

59 60

UNIVERSITY OF THE PHILIPPINES OPEN UNIVERSITY OFFICE OF THE VICE CHANCELLOR FOR FINANCE AND ADMINISTRATION 13 January 2009

MEMORANDUM NO. MFLOq-OOl Series of 2009 TO:

FROM:

ALL UPOU OFFICIALS, FACULTY AND STAFF

MELINDA F. LU~ANTA Vice Chancellor

SUBJECT:

rp.

FINANCIAL ASSISTANCE TO THE FAMILY OF Ms. AUDREY G. ANDAY

We would like to request financial support to Ms. Audrey G. Anday, UPOU College Librarian, whosemother, Vilma GendranoAnday,died of ovarian cancer. Her body lies in St. Peter Memorial Chapel in Lopez, Quezon. Interment will be held on Wednesday, January 14, 2009 at 1:00 pm. Any financial support that we can extend will be of great help to the family. Thank you very much for your generosity.

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Los Banos, Laguna 4031PhilippinesTelNo.(63-49) 5366001-06

ovcfa@upou.net. www.upou.org Fax(6349)5366013

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Administrative Staffloc.201 Accounting Officeloc.202,230

CashOfficeloc.250 HRDOloc.220

MISOloc.451,452 SPMO loc. 210, 211

UNIVERSITY OF THE PHILIPPINES .

OPEN UNIVERSITY

OFFICE OF THE VICE CHANCELLOR FOR FINANCE AND ADMINISTRATION

January 14,2009

Memorandum No. MFL 09-002

TO:

FROM

ALL CONCERNED

: 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 tax and the corresponding withholding tax for calendar year 2008 is now available for your ready reference. This will be sent to your respective office immediately. The summary report indicated the gross earnings received during the year and the adjusted personal and additional exemptions based on the new exemption rates applicable to each individual. In addition, the total amount withheld for the tax due on the taxable income is shown in the summary. Refund of the excess withholding tax shall be credited to your respective payroll accounts 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 numbers 049-536 6001 up to 6 local 202 or 230. Thank you.

LosBafios,Laguna 4031Philippines TelNo.(63-49)5366001-06 MninistrativeStaffIoc.201 ovcfa@upou.net.VMW.UpoU.org Fax (63-49)5366013

Accounting Officeloc.202,230

Cash Office loc.250 HRDO loc. 220

MISO loc. 451,452 SPMOloe. 210, 211

UNIVERSITY OF THE PHILIPPINES OPEN UNIVERSITY OFFICE OF THE VICE CHANCELLOR FOR FINANCE AND ADMINISTRATION

27 January 2009 MEMORANDUM NO. MFL 00-003 Series of 2009

TO:

ALL UPOU OFFICIALS, FACULTY AND STAFF

FROM:

ME~MANTA

Vice ChancellorJb SUBJECT:

FINANCIAL ASSISTANCE TO THE FAMILY OF Ms. 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 on Saturday, January 31, 2009 at 2pm. Any financial support that we can extend will be of great help to the family. Thank you very much for your generosity.

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LosBanos,Laguna4031Philippines TelNo.(63-49)5366001-06 Administrative Staffloe.201 ovcfa@upou.net. www.upou.org Fax(63-49)5366013 Accounting Officeloe.202,230

CashOffice100.250 MISOloc.451,452 SPMO loe. 210. 211 HRDOJoe.220

UNIVERSITY OF THE PHILIPPINES OPEN UNIVERSITY OFFICE OF THE VICE CHANCELLOR FOR FINANCE AND ADMINISTRATION

Memorandum

No. OVCFA 09- t)o~

March 8, 2009 TO

ALLUPOU EMPLOYEES

FROM

MELINDA F. LUMANTA

Vice Chancellor for Finance and Administratio~ SUBJECT

ATM PAYROLLSYSTEMOF LANDBANKOF THEPHILIPPINES(LBP)

The Memorandum of Agreement between UPOpen Universityand Landbank of the Philippines(LBP)for ATMpayroll system has been signed. Employees who want to transfer their payroll account to LBPmay now open a payroll account with any LBPbranch. Please secure the endorsement letter from HRDO. The new account number should be submitted to the Accounting Office on or before March 20, 2009. Starting April2009,all remur.erations willbe credited to this new payroll account. Thank you.

Los Banos. Laguna 4031PhilippinesTelNo.(63-49) 5366001-06Administrative Staffloc.201 ovcfa@upou.net. www.upou.org Fax (63-49)5366013 AccountingOfficeloc. 202,230

CashOfficeloc.250 HRDOloc.220

MISOloc.451.452 SPMO loc. 210. 211

UNIVERSITY OF THE PHILIPPINES OPEN UNIVERSITY OFFICE OF THE VICE CHANCELLOR FOR FINANCE AND ADMINISTRATION

12 March 2009 MEMORANDUM NO. MFL 09-006 Series of 2009 TO:

ALL UPOU OFFICIALS, FACULTY AND STAFF

FROM:

MELINDA F. L~NTA Vice Chancellor ~

SUBJECT:

FINANCIAL ASSISTANCE TO Ms. KARMEN RIVERA

This is to request moral and financial support for Ms. Karmen Rivera who was hospitalized and had to undergo surgery last March 5, 2009 at the Veterans Medical Center in Quezon City. Mitzi incurred substantial expenses during her operation. Any financial support that we can extend will be of great help to Mitzi. Please turn over any financial assistance to Ms. Lilian D. Diamante of the Office of the Vice Chancellor for Finance and Administration. Thank you very much for your generosity.

LosBanos,Laguna4031Philippines TelNo.(63-49)5366001-06 Administrative Stafflac.201 ovcfa@upou.net. www.upou.org Fax(63-49)5366013 Accounting Officelac.202,230

CashOfficeloc.250 HRDOloc.220

MISOloc.451,452 SPMO 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 ongoing. 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 Ba帽os, Laguna 4031 Philippines ovcfa@upou.net 路 www.upou.org

Tel No. (63-49) 536 6001-06 Fax (63-49) 536 6013

Administrative Staff loc. 201 Accounting Office loc. 202,230

Cash Office loc.250 HRDO loc. 220

MISO loc. 451,452 SPMO loc. 210, 211

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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.,.

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March 10.2009 By: O~te:

DR. ARLENE A. SAMANIEGO Vice President for Administratjon University of the Philippines Diliman, Quezon City Dear Dr. Samaniego;

This is to inform you that we have received the names of the nominees for the staff regent selection from the different campuses. They are as follows:

a. BaguioSally Leung - REPS b. Diliman1, Clodualdo Cabrera - Administrative staff 2. Belinda Cuevas - REPS 3. FlocerfidaTuando - Administrative staff 4. Maria Eloisa Zabat Administrative staff

C. Los Banos -

1. Amor Alcantara Administrative staff 2. ZosimoDimaculangan- Administrativestaff 3

Leni Garcia

- Administrative staff

4. Alexis Mejia- Administrativestaff d. ManilaJossel Ebesate

- Administrative staff

e. VisByas-

1. UlyssesAlama- Administrative staff

- Administrative staff 3. Vena Tamayo Administrative staff 4. Danilo Walo - Administrative staff 2. Virgilio Nunez

In the Open University and Mindanao campuses. there are no candidates.

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Again, we thank you for your support. Very truly yours,

L~. Chair

TOJOS, Ph. D.

ce, PROF, THEODORE O. TE Vice President for Legal Affairs

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ARLEN~GJI"/'1

Vice Presidentfor A.~mInlstration

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This is tQ inform you that the System al1.dCU Level Au Hoc Couunltloos have agtcodto roncmJ the apPi'ovoueJectionguidelines for the StaJTRugcntSelection. Based on Ule uU'nout r,fnomil1atiQ!1s,the CUs ill lbe Open Uuiveriily und MindanHQ did not submit any l1olrutU!es while 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 the symcm levc]election whichwill be held as scheduled. ThtU~{)IOUfor your attentionand continutd support. Very u.111y )'Uurs, The Ad Hoc CODun,iUcc

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UNIVERSITY OF THE PHILIPPINES OPEN UNIVERSITY OFFICE OF THE VICE CHANCELLOR FOR FINANCE AND ADMINISTRATION

Memorandum

No. OVC~ 09-

00 8

March 17,2009 TO

ALL UPOU EMPLOYEES

FROM

MELINDAF.LUMANTA Vice Chancellor forFi~nce and Administration

SUBJECT

2008 STATEMENT OF ASSETS,LIABILITIESAND NETWORTHAND DISCLOSUREOF BUSINESSINTEREST AND FINANCIAL CONNECTIONS

In linewith CSC MC No.2 Series of 2008 and CSC Office Memorandum No. 05 s. 2009 dated January 27, 2009, all employees are required to accomplish the 2008 Statement of Assets, Liabilitiesand Networth (SALN)and Disclosure of Business Interests and Financial Connections as of December 31, 2008 using the new forms. Those who filed their 2007 SALN using the old form shall accomplish the Baseline Declaration (BD)form. Those who filed their 2007 SALN using the new form;{BD) shall now accomplish the Annual Declaration (AD) Form. Attached are the new forms for duplication;

Three (3) copies of the accomplished BDor ADform should be submitted to the

HumanResourcesDevelopmentOffice(HRDO)on or before April30, 2009. Thank you.

LosBanos.Laguna4031Philippines TelNo.(63-49)5366001-06 Administrative Staffloc.201 ovcfa@upou.net. www.upou.org Fax(63-49)5366013 Accounting Officeloc.202,230

CashOfficeloc.250 HRDOloc.220

MISOIoc.451.452 SPMO Ioc. 210. 211

Annual Declaration Form (3/17/2009) 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

I am married.

I am not married.

Office Address

Annual Gross Family Income

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) Kind of Real Property/ Type of Vehicle and plate no. Acquired (Disposed)

Location of Real Property/ Cert and Place of Reg of Vehicle

Acquisition

Mode

(Disposal of Asset) Year Cost (Market Value of Asset)

Estimated Assessed Fair Market Value Value (Not Applicable to Vehicles)

Total (Php)

13 Page 1

Annual Declaration Form (3/17/2009) 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 Acquisition (Value of D.2.1 Investment Acquisition (Value of Acquired Cost Liquidated Acquired Cost Liquidated (Disposed) Asset) (Disposed) Asset) Stocks (equity pd) Pre-need plans (premiums pd) Bonds Time deposits Mutual funds Money market placements Trust funds Equity in partnerships Private insurance Options (premiums pd) Educational plans Others (premiums pd) D.2.2 Other Acquisition (Value of D.2.3 Liability Outstanding (Amount Paid) Personal Property Cost Liquidated Incurred (Paid) Balance/ Acquired(Disposed ) Asset) Increase Receivables Personal loans Deposits/advanced Bank loans payments on leases/rentals Furniture, antiques Accounts payable Jewelry GSIS, PAGIBIG loans Equity in installment Mortgage payable purchases Intellectual Surety liabilities properties Cash on hand/Bank Guaranty accounts (actual amt) 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 Name of Entity Address Nature of Business Date of Child [Put Name] Interest/Financial Acquisition Connection (Termination)

F. DECLARANT’S RELATIVES IN THE GOVERNMENT (Use Additional Sheet If Necessary) th Instruction: Up to the 4 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)

14 Page 2

Annual Declaration Form (3/17/2009)

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).

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.

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.

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.

You may use additional forms or sheets if information exceeds the spaces provided.

Put “N/A” for each entry that does not apply to you.

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.

You must provide information for all your children below 18 years of age living in your household, regardless of legitimacy or illegitimacy.

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:

15 Page 3

Annual Declaration Form (3/17/2009)

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.

16 Page 4

Baseline Declaration Form (2/22/2008) 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

I am married.

I am not married.

Office Address

Annual Gross Family Income

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 Kind of Real Property/ Location of Real Estimated Assessed Property/ Acquisition Fair Market Value (Php) Type of Vehicle and Cert No. and Place Value (Php) plate no. of Reg of Mode Year Cost (Php) (Not Applicable to Vehicle 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 Stocks (equity paid) Bonds Mutual funds Trust funds Private insurance (premiums pd) Educational plans (premiums pd)

Acquisition Cost

B.2.1 Investment Item Pre-need plans (premiums pd) Time deposits Money market placements Equity in partnerships Options Others Total Php:

Acquisition Cost

Page 1

B.2.2 Other Personal Property Cash on hand/Bank accounts Receivables Deposits/advanced payments on leases/rentals Furniture, antiques Jewelry Equity in installment purchases Intellectual properties Others

Acquisition Cost

Baseline Declaration Form (2/22/2008) B.2.3 Liability Outstanding Balance Personal loans Bank loans Accounts payables GSIS, PAGIBIG loans Mortgage payables Surety liabilities Guaranty liabilities 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 1 Reference Section Net Worth At Historical Value (Php) B1 Total Real Properties and Motor Vehicles B2.1 B2.2 B2.3

add:

Total Investments Total Other Personal Properties

deduct: Total Liabilities Total Php:

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 Name of Entity Address Nature of Business Date of Child (Put Name) Interest/Financial Acquisition/ Connection Connection

D. DECLARANT’S RELATIVES IN THE GOVERNMENT (USE ADDITIONAL SHEET IF NECESSARY) th Instruction: Up to the 4 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)

Page 2

Baseline Declaration Form (2/22/2008) F. GENERAL INSTRUCTIONS FOR BASELINE DECLARATION

Please write your responses in ALL CAPITAL letters using ONLY BALL PEN to avoid blotting.

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.

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.

The BD must be accomplished in triplicate, of which two (2) copies must be submitted to the Administration/Personnel Division/Unit of your agency.

You may use additional forms or sheets if information exceeds the spaces provided.

Put “N/A” for each entry that does not apply to you.

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.

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.

Page 3

UNIVERSITY OF THE PHILIPPINES OPEN UNIVERSITY OFFICE OF THE VICE CHANCELLOR FOR FINANCE AND ADMINISTRATION

MEMORANDUMNO. OVCFA oq-DOq

April 1, 2009 TO

ALL CONCERNED

fROM

MELINDAf. LUMANTA Vice Chancellor for Finance

and Administration~ ADOPTION Of fOUR-DAY WORK WEEK IN THE UNIVERSITY

President Emerlinda R. Roman issued Memorandum' No. PERR 09-014 dated March 17,2009 encouraging all offices to observe the four-day work week for 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 threeday week-end. Since UPOU Los Banos offices are observing the four-day work week, all other 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 May 6, 2009. All Learning Center staff shall make the necessary arrangements on their scheduled day-off through the Office of the Vice Chancellor for Academic Affairs since they are required to be in the Learning Center from Tuesday to Saturday. The Office of the Chancellor and the Office of the UniversityRe1gistrar shall continue to be the Nerve Centers of the University. In case a holiday falls on the workweek schedule, UPOUshall observe the regular 8:00 a.m. to 5:00 p.m. Monday to Friday work schedule. All offices are requested to submit their schedule on or before April 23, . 2009 (Thursday) to the Human Resources Development Office. Thank you.

LosBanos, Laguna 4031PhilippinesTel No.(63-49) 5366001-00 Administrative Staffloc.201 ovcfa@upou.net. www.upou.org

Fax (6349) 5366013

Accounting OffIceloe.202,230

Cash0ffI0e1oc.250 MISOIoc.451,452 HRDOIoc.220

SPMO loc. 210, 211

UNlVERSI1Y OF THE PIDLIPPINES OPEN UNlVERSI1Y OFFICE OF THE VICE CHANCELLOR FOR FINANCE AND ADMINISTRATION MEMORANDUM NO. 09-010

April 8, 2009

ALL DillMAN-BASED

OFFICIALS, FACULTY AND STAFF

~~.

FROM

~,LlN_~A ~ LUMANTA D Vice Chancellor for Finance and Administration

REVERSION

TO FIVE-DAY WORK WEEK SCHEDULE

Due to the request of some Diliman-based staff and as recommended by Vice Chancellor Nemah N. Hermosa, the Chancelfor approved the request to return to five-day work week (from 8:00 am to 5:00 pm) of all Diliman-based employees effective April 13,2009. Thank you.

cc: HRDO

Los Banos,Laguna 4031Philippines TelNo.(63-49)5366001-06 Administrative Staffloe.201

ovcfa@upou.net. www.upou.org Fax(63-49) 5366013

Accounting Officeloc.202,230

CashOfficeloc.250 HRDOloc.220

MISOloe.451,452 SPMO loe. 210, 211