Chapter 2

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Created by
Lovely Salvador

Cards (115)

  • The appointment of a Treasurer shall be mandatory for Provincial, City and Municipal Governments, while the appointment of an Assistant Local Treasurer shall be optional.
  • The Treasurer shall be appointed by the
    Secretary of Finance
  • The Treasurer shall be appointed by the Secretary of Finance from at
    least 3 ranking eligible recommendees of the Governor or Mayor.
  • No person shall be appointed in the career service of the local government if he/she is related within fourth civil degree of consanguinity or affinity to the appointing or recommending authority.
    Nepotic Appointment
  • The rule on Nepotic Appointment applies to local treasurers and assistant treasurers in LGUs.
  • It shall maintain its focal role as the overseer of the operations of local treasury offices, both in administrative and technical aspects.
    DOF
  • Referred to those related within the third degree of consanguinity or affinity
    Relative
  • Treasurer is under the administrative supervision of the Governor or Mayor in close coordination with the Secretary of Finance.
  • Qualifications of a Local Treasurer and Assistant Local Treasurer
    1. A citizen of the Philippines; A person with dual citizenship shall not be appointed in government unless he/she renounces his/her foreign citizenship pursuant to the provision of RA 9225
    2. A resident of the LGU concerned
    3. Of good moral chracter
    4. A holder of a college degree preferably in commerce, public administration or law
    5. A first grade civil service eligible or its equivalent
    6. Experience in treasury or accounting service for at least 5 years for City or Provincial Treasurer, and 3 years for Municipal Treasurer
  • The Secretary of Finance, may institute additional competency indicators as criteria in the selection process, subject to CSC rules and regulations.
  • Processing of the Appointments of PCM Treasurers and Assistant Treasurers
    Criteria for Evaluation:
    1. Education
    2. Experience in treasury or accounting service
    3. Performance of at least "Very Satisfactory" rating in the last rating period
    4. Relevant Trainings undertaken within 5 years
    5. Other Related Criteria and Attributes: Salary Grade/Rank, Previous Designation in the Local Treasury Service, Post-Graduate Degree/s, Bar and/or Professional License, SEAL Certification, Interview by the BLGF, and the Weights for SEAL Certification (10% for BCLTE, 15% for ICLTE, and 20% for ACLTE)
  • Processing of the Appointments of PCM Treasurers and Assistant Treasurers
    Appointment Requirements and Procedures
    1. Publication and Posting of Vacancy
    • Publication and Posting for at least 15 calendar days
    • Filling up of the vacant position after 15 calendar days from publication, but shall not exceed 9 months from the date of publication
  • Processing of the Appointments of PCM Treasurers and Assistant Treasurers
    Appointment Requirements and Procedures
    2. Prescribed Documentary Requirements
    • First Level Basic Documentary Requirements
    1. PDS
    2. Certificate of Eligibility
    3. Relevant Training Certificates
    4. Performance Evaluation for the last 2 rating periods
    5. Recommendation Letter of LCE
    • Second Level Basic Documentary Requirements
    1. TOR
    2. Latest SALN
    3. Medical Certificate
    4. Valid Clearances and Certificate of No Pending Case
    5. Marriage Certificate (female only)
    6. Acceptance of Lower Salary (if applicable)
  • 3. Submission of Documentary Requirements
    The LGU, through its HRMO:
    • Require each recommendee to submit all DR listed in item A under the First Level BDR and ensure the completeness of information
    • Prepare the DR in item B of the First Level BDR
    • Consolidate, label, tab and properly file in a docket or binder all documents enumerated in Annex A, together with the LoR of the LCE
    • Requisites in the Submission of LoR of the LCE
    • For municipalities and component cities, the LoR is submitted to the BLGF RO, through the PT
    • For NCR , the LoR is submitted to the BLGF CO Administrative Division
  • 4. First Level/Initial Screening Process
    • Pre-evaluation of documentary requirements by the concerned BLGF Action Officer
    • LGU shall be notified first incomplete requirements
    • The evaluation of the documents is submitted to the BLGF Regional and Central Human Resource Merit Promotion and Selection Boards (HRMPSBs) for deliberations
    • lnterview of recommendees by the BLGF Regional Director or Executive Director
    • The results of each deliberation is formalized through a Board Resolution and submitted to the BLGF Central HRMPSB
  • 5. Second Level/Final Deliberation Process
    • BLGF Central HRMPSB conducts the Second Level process for the final deliberation of all recommendees
    • The BLGF CO Admin Division through the BLGF RO to inform the concerned recommendee of the submission of the Second Level BDR
    • BLGF Central HRMPSB Chairperson endorse the proposed appointment papers to the SoF, through the Undersecretary of ROG, for final action
    • BLGF Office of the Executive Director, the ROG Office of the Undersecretary, and/or the DOF Office of the Secretary may require addtl info or clarification whenever warranted
  • 6. Return Without Action Policy
    • All recommendations with incomplete requirements is given 30 days upon issuance of notification to complete the same
    • After the lapsed period, incomplete documents of recommendees/individual applications are immediately returned without action to the concerned
  • 7. Issuance of Appointment Papers
    • All appointments signed and issued by the SoF shall be subject for attestation by the CSC
    • CTC of the appointment is issued to the appointee, through BLGF, copy furnished the LCE, appointee can immediately take his oath of office and assume the duties of the position
    • Appointments involving promotion or transfer from another agency or LGU to another, the appointee shall seek an Authority to Transfer from the HoA where he is employed prior to assumption, and submitted to the BLGF CO
  • 7. Issuance of Appointment Papers (continuation)
    • The appointed LT or ALT shall submit to the CSC FO, through the BLGF CO Admin Division, the Duly acknowledged, signed and dated Appointment Paper, Copy of the Oath of Office, and Clearance Form (CSC Form No. 7)
  • Reappointment is requested by the LCE, screened and evaluated by the respective BGLF Regional and Central HRMPSBs with the foregoing procedures and requirements.
  • Reappointment
    1. Recommendation Letter of LCE
    2. PDS - CSC Form No. 212
    3. Certificate of Eligibility
    4. Relevant Training Certificates
    5. Performance Evaluation for the last 2 rating periods
    6. Latest SALN
    7. Valid Clearances and Certificates of No Pending Case: NBI, CSC, Ombudsman, BLGF
    8. Marriage Certificate
  • All administrative costs related to the conduct of screening and deliberations by the BLGF ROs and CO shall be chargeable to the concerned BLGF office funds only.
  • Designation of Acting/OIC/ICO - PCM Treasurer and Assistant Treasurer
    1. Designees shall:
    • hold permanent appointments in career positions
    • be designated to positions within the level they are currently occupying
    • employees holding first level positions cannot be designated to perform the duties of second level positions except in meritorious cases as determined by the CSC RO upon request for exemption by the agency concerned, as organizational set-up, calamity and due to exigency of the service
    • The exception shall not apply to supervisory and executive managerial positions
  • Designation of Acting/OIC/ICO - PCM Treasurer and Assistant Treasurer
    1. Designees shall:
    • Division Chiefs may be designated to perform the duties of second level executive/ managerial or third level positions
    • For position with incumbents who temporarily cannot perform their duties (the designation should be synchronized with the absence of the incumbent, unless earlier revoked or recalled by the appointing officer/authority
    • Designation of employees every year may be renewed in the exigency of the service but not to exceed two 2 years
  • Designation of Acting/OIC/ICO - PCM Treasurer and Assistant Treasurer
    1. Designees shall:
    • For position without incumbents, a designation may be made only for a maximum 1 year, may be renewed in the exigency of the service but not to exceed 2 years
    • Designations shall be made through an office order issued by the appointing officer/authority concerned
    • For designations to critical positions in LGU such as PCM Government Department Head, a copy of the office order shall be furnished by the HRMOs of the LGUs to the CSCFO concerned
  • Designation of Acting/OIC/ICO - PCM Treasurer and Assistant Treasurer
    1. Designees shall:
    • Designees can be granted only with RATA or EME but not the salaries of the positions they are being designated to
    • Only relevant experience to appointment’ s purpose is credited
  • Designation of Local Treasurer and Assistant Treasurer
    • The authority to designate an Acting/OIC/ICO PCM, including the authority for the payment of RATA and the extension of designation is delegated to the concerned BLGF Regional Director, subject to the confirmation of the BLGF Executive Director
    • The designation of City and Municipal Treasurers and their Assistants in NCR is made by the Secretary of Finance, upon the indorsement of the BLGF Executive Director
  • Qualifications of the Actiong/OIC/ICO of PCM Treasurer and Assistant Treasurer
    1. Designees should:
    • have complied with the minimum qualification requirements of the position
    • belong to the local treasury service
    • In the absence of qualified and ranking personnel from the local treasury office, ranking and qualified personnel from the local accounting or budget offices, assessment office and other related LGU offices, or the BLGF Central or Regional Offices, may be considered
    • have completed or passed any additional competency standards instituted by the Department of Finance (DOF)
  • Recommendation Letter of LCE for Designations
    • The designation of an Acting/OIC/ICO PCM Treasurer and Assistant Treasurer requires written request of the Local Chief Executive
  • The following designations shall be issued in case of vacancies:
    Acting Treasurer/Assistant Treasurer
    • If the vacancy is permanent and the proposed designee meets the minimum qualifications required for the position
    • The designee shall discharge fully the powers and responsibilities of Treasurer or Assistant Treasurer as a result of permanent vacancy of the position
  • The following designations shall be issued in case of vacancies:
    Officer-in-Charge (OIC)
    • If the vacancy is temporary and exceeding 5 working days, and the proposed designee meets the minimum qualifications required for the position
    • The designee shall discharge fully the powers and responsibilities as PCM Treasurer or Assistant Treasurer as a result of temporary vacancy of the position
  • The following designations shall be issued in case of vacancies:
    In-Charge of Office (ICO)
    • If the vacancy is not exceeding 5 working days and the proposed designee meets the minimum qualifications required for the position
    • Designee shall perform the duty in a caretaker capacity, which shall be confined only to day-today operations and functions of administration of the office
  • Designations of Acting/OIC Treasurer and Assistant Treasurer shall be for a period of 1 year, unless sooner revoked.
  • Designation shall be synchronized with the period of the absence of the regular incumbent. When the exigency of service so requires, designations may be extended but not to exceed 1 year, except when:
    • The designee for PCM Treasurer is the regularly appointed Assistant Local Treasurer
    • The filling up of the vacant position held by the designee is in process and the designee is considered for the position
    • The incumbent Treasurer or Assistant Local Treasurer is suspended for a period exceeding 1 year
  • When the exigency of service so requires, designations may be extended but not to exceed 1 year, except when:
    • The incumbent Treasurer or Assistant Local Treasurer is dismissed from the service but the decision is not yet final
    • There is established dearth of qualified employees within the LGU concerned. In the case of municipalities, the concerned Provincial Treasurer shall certify such dearth in the local treasury offices under his/her jurisdiction before designees from non-treasury and other LGU treasury offices are considered
  • Extension of designations shall only be conditioned on the satisfactory performance of the designee during the period of designation pursuant to the approved Strategic Performance Management System.
  • Designations of City and Municipal Treasurers and Assistant Local Treasurers in the National Capital Region and extensions thereof shall be made by the Secretary of Finance, except for ICO, which shall be acted upon by the BLGF Executive Director.
  • All other designations shall be made by the concerned BLGF Regional Director and shall be confirmed by the BLGF Executive Director.
  • Designations of treasurers/assistant treasurers shall be processed by the BLGF within 15 days before the expected temporary or permanent vacancy. The designation Order issued by the Regional Office shall thereafter be submitted to the BLGF Central Office within 15 days from its issuance.
  • Designations shall comply with Standardized Examination and Assessment for Local Treasury Service (SEAL) Program.