OVCFA List of Memoranda 2006

OFFICE OF THE VICE CHANCELLOR FOR FINANCE AND ADMINISTRATION

MEMORANDA 2006

University of the Philippines OPEN UNIVERSITY

No. Date To Subject Page

06-001 1/20/2006 All UPOU Staff Issuance of Community Tax

Certificate for the CY 20061

06-002 1/26/2006 All UPOU Faculty and

Staff

Implementing the Payroll Credit

System Validation (PACSVAL) for Pag-

ibig Fund Loan Proceeds

2


Staff

Submission of Sworn Statements of

Assets and Liabilities for year 20054

06-004 2/23/2006 All UPOU Officials,

Faculty and Staff

Financial Assistance for Ms. Rhonna

Marie R. Vereña of Faculty of

Education

5


Faculty and Staff

Fitness and Wellness Project of All UP

Workers Union6

06-006 3/31/2006 All Concerned Adoption of Four-Day Work Week in

the University7

06-007 4/26/2006 All Learning CenterC

oordinators

Concerned

Applications for the Student Loan

Program for FS AY 2006-2007 8

06-008 4/27/2006 All UPOU Staff Shortened Work Hours for the Period

May 2 - 5, 20069

06-009 5/19/2006 All Los Banos-based

UPOU Officials,

Faculty and Staff

Annual Medical Examination

10

06-010 5/20/2006 All Diliman-based

UPOU Officials,

Faculty and Staff

Annual Medical Examination

12

06-011 5/31/2006 All Concerned Resumption of four-day Work Week

in Some Offices of UPOU15

06-012 6/17/2006 All Concerned Official Working Hours from June 13 to

2417

06-013 6/13/2006 All UPLB Credit and

Development

Cooperative

Members

Cluster Meeting of UPLB CDC

Members18

06-014 6/16/2006 All Concerned Official Working Hours from June 19 to

2419

06-015 6/23/2006 All Concerned Updated Guidelines for Availing of

the Rehabilitation Privilege20


Faculty and Staff

Financial Assistance to the Family of

Caesar P. Santos24

University of the Philippines

OPEN UNIVERSITY

Office of the Vice Chancellor for Finance and Administration

Memoranda for the Year 2006

06-001.pdf

06-002.pdf

06-003.pdf

06-004.pdf

06-005.pdf

06-006.pdf

06-007.pdf

06-008.pdf

06-009.pdf

06-010.pdf

06-011.pdf

06-012.pdf

06-013.pdf

06-014.pdf

06-015.pdf

06-016.pdf

No. Date To Subject Page

06-017 8/3/2006 All UPOU Personnel Withholding Taxes for CY 2006 25

06-018 8/10/2006 All Unit Heads and

Others Concerned

Requirements for the Payment of

RATA26

06-019 8/15/2006 All Concerned Official Working Hours from August 22-

26,200635

06-020 8/23/2006 All Concerned New GSIS Forms and Guidelines 36

06-021 8/22/2006 All Concerned Submission of Documents for All

Approved Research Projects41

06-022 9/6/2006 All Concerned Request to Contract Non-

Government Services42

06-023 9/13/2006 All Concerned Withdrawal of Supplies from the

UPOU Stock Room45

06-024 9/19/2006 Mr. Danilo Banasihan Additional Assignment to Supply and

Property Management Office46

06-025 10/10/2006 UPOU Officials,

Faculty and Staff

Assistance for the Victims of Typhoon

Milenyo47

06-026 10/12/2006 Learning Center Coor

dinator Concerned

Application for the Student Loan

Program for SS AY 2006-2007 48

06-027 11/7/2006 All Concerned Repair of IT Equipment 49

06-028 11/7/2006 All Concerned Prohibited Acts in Connection with

the May 14, 2007 Synchronized

National and Local Elections50

06-029 11/9/2006 All Heads of

Units/Offices,

Administrative

Officers and others

Concerned

Deadline for Submission of Requests

for Fund Obligation, Payments of

Expenditures for FY 2006 and

Liquidation/Settlement of Cash

Advance

51


Staff

GSIS Emergency Loan53


Staff

UPOU Year-end General Assembly56

06-017.pdf

06-018.pdf

06-019.pdf

06-020.pdf

06-021.pdf

06-022.pdf

06-023.pdf

05-024.pdf

06-025.pdf

06-026.pdf

06-027.pdf

06-028.pdf

06-029.pdf

06-030.pdf

06-031.pdf

Universityof thePhilippinesOPENUNIVERSITY

Officeof the Vice Chancellor for Finance and Administration

MEMORANDUM NO. OVCFA 06- ODI

January 20, 2006

TO ALLUPOUSTAFF

FROM~

MELINDAF.LUMANTAVice Chancellor for Finance

and Administrationf"

RE ISSUANCEOF COMMUNITY TAX CERTIFICATEFORCY 2006

The Municipal Treasurer's Office of Los Banos will be sending staff to UPOpen University on January 26, 2006, Thursday to issue Community Tax Certificate(CTC) for CY 2006.

Issuance willstart at 9:00a.m. at the UPOUFoundation Office.

Thank you.

LosBanos,Laguna4031PhilippinesTel:(63-49)5366001to06 AdministrativeStaffloc.201 CashOfficeloc.250 MISOloc.451,[email protected]'www.upou.org Fax:(63-49)5366013 AccountingOfficeloc.202,230 HRDOloc.220 SPMOloc.210,211

MIKE

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MIKE

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MIKE

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MIKE

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Universityof the PhilippinesOPENUNIVERSITY

-

Officeof the Vice Chancellor for Financeand AdministrationMemorandum No. OVCFA 06- 002.

January 26, 2006

TO All UPOUFACULTYAND STAFF

FROM~


and Administratio~

SUBJECT IMPLEMENTINGTHEPAYROllCREDITSYSTEMVALIDATION(PACSVAL)FORPAG-IBIGFUNDLOANPROCEEDS

Please be informed that we received a letter from Asst. Regional ManagerMa. Elsa C. Ndga of HDMF (Pag-ibig Fund) Laguna Branch that effectiveMarch 1, 2006, all loan or claim proceeds of members will be automaticallycredited to their ATMsavings account with Landbankof the Philippines.

Members who do not have LBP ATM account should request a letter ofintroduction from HRDOto facilitate the opening of the said account to anyLBPBranch.

As an additional requirement to any HDMFloan application, a photocopy ofthe member's ATMsaving's account number should be attached.

The information on the PASCVALand the requirements in opening an ATMaccount are attached for reference.

Thank you.

LosBanos,Laguna4031PhilippinesTel:(63-49)5366001to06 AdministrativeStaffloc.201 CashOfficeloc.250 MISOloc.451,[email protected]'www.upou.org Fax:(63-49)5366013 AccountingOfficeloc.202,230HRDOloc.220 SPMOloc.210,211

MIKE

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MIKE

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CII '"

III II

II

, III

, ~TM PR~DUCTFOR,Pag-iBIGFund M~MBE~S

, PAYROLL ACCOUNT CREDIT ttytJTEMVAlIDATlbN (PAC8VAL), ,~,1 III

1 Pag-iBIG Funit & LAN~II,"NKOFTVE PHILIPPINES(LIP)" ' , . .

Pag-IBIG Fund, & landSank, two of the mpststabk! oovemmentfinancial' institutions"slgnf)d and, effeQtf)dan agreement that .nows Pag-'BlG Fund members to utilizeLandBank's PACSVAlfaciliti8s fo~thepayment of their Provident Benefit Claims &credit proceeds,oftheirMultl-purPos"'&Calamity~08riS. '~ ',' .."; Iii_"'"' ,

, ' '. ';:1' ,. =

FEATURES OF THEPACSVAL A1MACCOUNT FOR P8g-1BJG Fund NlElV8ERS

)0 Mlnlmumopen,ng deposit ofP100.nO.'); Maintainingbatance OfP100:00. * F

<11)0 AUtomaticclosure once account becomes zero., I!!

)0. Card costofP50.00.~ '

'BEMEFlTSro Pag.IBlG Fund NlEN8ER8~ '

a Ii

"

II

. .

)0 Access Rccounf 24 hours 8 day 7 ,days a wee)( through more than 601 LBPATM$n.~mMde. .' . .

")0 WdhctrawslsuRto'P30~Ooo.boper day-.) Withdraw cash through more t~an 2t200 Expressnet ATM System & in the 1;600

ATMsof the MegallnkATMSystem. , '.) Expres!l..f!aymef1t-,.Sysfencashlep.,purchase up to P2O,OOO.OO,peraday.' w'); On line c:re'tJltlng,ofPag-IBIGF,uDcnoanproceeds~" '

)0 No~ore manualrel.aslng ofchecks t9 Peg-IBIGFUndmemb,ers. ,:) No more Waitingfor check to,arrive through mail.)0 Noneed to queue forchtckenceshment.' ," :', ~

) Eliminates fraud&loss Intranslt.thr~s.agheftlclent&etrectlveloan release..

BENEFITSto ENl'LOVERS

-

''I:jI .» .No sudden or unnecessary 'absences Ofemp1qYies.

. , ', ,

REQUIRElVEN18FOR OPENINt;A PACSVALACCOUNT"\>1('

)0 2 validIds8J1dthree"(3)recent 1 X110pictures. II . iIi

)0 letter. of introduction (l01) signed by an 8~horiz~d, rep~sentativeof Pag.IBIG, Fund. l1li" a "\, ' :> ,M ' " , ..

>, 'A mentber With,an existing 'cwlngslATM e900unt with ~BP 1$ required toaccomplish" submit8 lOI &waiver to laP. . . , " .

.. oTHER INFortI\I\ 110M

," , ' . .) A membermayopenanaccount81any t..PBbranch. ,

)) A1M 'card may be claimed.afterthe 10ttl.banking day &",ot ]eterthan the'30m dayfromdate of ATM application;atherMse, a second A,TMcardwiUbe issued & \'

anQtherpayment ofP50.pO:processlngfeeshallbe,requlred. ' ' 11'1

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MIKE

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Officeof the Vice Chancellor for Financeand Administration

Memorandum No: OVCFA No. 06- 003

February 10, 2006

TO ALLUPOUFACULTYAND STAFF

ATTN : Administrative Officers/Assistants

FROM:~


and Administration:>f'"

RE Submission of SwornStatements of Assets and Liabilitiesfor the year 2005

Please be reminded that the deadline for submission of the "2004 SwornStatements of Assets, Liabilitiesand Networth Disclosure of Business Interests andFinancial Connections and Identification of Relatives in the Government Service"willbe on April 15, 2006.

Kindlysubmit four copies to the Human Resources Development Office. The samewill be submitted to the Office of the Ombudsman and the Civil ServiceCommission.

Attached isthe sample form for duplication. Youcan also download the form athttp://www.aeocities.com/mipI99/index.htm.

Thankyou.


MIKE

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Officeof theViceChancellorfor FinanceandAdministration

Memorandum No: OVCFA No. 06-004

February 23, 2006

TO All UPOU OFFICIALS, FACULTY AND STAFF

FROM:~

MELINDAF. LUMANTAVice Chancellor for Finance

and Administration"(

.RE FINANCIAL ASSISTANCE TO MS. RHONNA MARIE R. VERENA OFFACULTYOF EDUCATION

We would like to request everybody to extend financial and moral supportto MS. RHONNA MARIE R.VERENAwhose brother died last Tuesday, February21, 2006.

Please turn-over any financial assistance to Ms. Jenny P. Perido. The amountwill immediately be given to Ms. Verena though FEd.

Thank you very much for your generosity.

LosBanos,Laguna 4031PhilippinesTel:(63-49)5366001to06 AdministrativeStafflac.201 CashOfficelac.250 MISOlac.451,[email protected]'www.upou.org Fax:(63-49)5366013 AccountingOfficelac.202,230HRDOlac.220 SPMOlac.210,211

MIKE

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Officeof the Vice Chancellor for Financeand Administration

MEMORANDUM NO. OVCFA 06-005

March 1, 2006

TO ALLUPOUOFFICIALS,FACULTYAND STAFF

FROM~

MELINDA F. LUMANTAVice Chancellor for Finance

and Administration'f"

RE FITNESSAND WELLNESSPROJECTOF ALLUPWORKERSUNION

With the initiativeof the AllUPWorkersUnionand in coordination withthe Human Resources Development Office, all UPOUofficials, faculty andstaff are hereby enjoined to attend the conduct of dancing, aerobics andtaebo sessions every Tuesday and Thursday starting 5:30 p.m. The activity ispart of the Wellness in the Workplace of the Universityas mandated by theCivilService Commission.

Thankyou.

LosBanos,Laguna4031PhilippinesTel:(63-49)5366001to06 AdministrativeStaffloc.201 CashOfficeloc.250 MISOloc.451,[email protected]'www.upou.org Fax:(63-49)5366013 AccountingOfficeloc.202,230 HRDOloc.220 SPMOloc.210,211

MIKE

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~

Universityof 111e PhilippinesOPENUNIVERSITY

~

~yOfficeof the \1100Chancellor for Financ,e and Administration

MEMORANDUM NO. OVCFA 06-006

March 31. 2006

TO ALLCONCelNED

'10M~~

MEUNDA P. LUMANTAVice Chancellor for Finance

and Administration

RE ADOPTION OF POUR..DA Y WORK WEEKIN THE UNIVERSITY

Ptease be informed that President Emerlinda R. Roman issuedMemorandum No. PERR06.-16doted March 28. 2006 encouraging all offices toobserve the four-day work week for the months of April and May 2006. Theobjectives of the four-day work week are for the University to save on utilities andto give personnel opportunity to enjoy a three-day week-end.

Since the UPOU Los Ba"os offices are observing the four-day work week,all other offices of UPOUare hereby directed to adopt the four-day work weekITuesday to Friday. 7:00 a.m. to 6:00 p.m or 7:30 a.m. to 6:30 p.m.) effective April3. 2006. The Office of the Chancellor shall continue to be the Nerve Center witha stoff from the Office of the UniversityRegistrar.

All Learning Center staff sholl make the necessary arrangements on theirscheduled day-off through the Office of the Vice Chancellor for AcademicAffairs since they are required to be in the learning Center from Tuesday toSaturday.

All offices are requested to submit their schedule on or before AprilS. 2006to the Office of the Vice Chancellor for Finance and Administration. Theconsolidated report will be submitted to the Office of the Vice President on April7, 2006.

Thank you.

Los8aI\os.laguna4031 Philippines Tel:(63-49)5366001to06 AdministrabveStafflac.201 CashOfficelac.250 MISOlac. [email protected] .www.upou.OI9 Fax: (63-49) 5366013 AccountingOfficeJoe202.230 HRDOloc.220 SPMOlac.210.211

MIKE

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MemoNo. MFL-06-007

Date: April 26, 2006

To: LEARNING CENTER COORDINATORS CONCERNED

Thru: VICTORIA A. BAUTISTAVice Chancellor for Academic Affairs

From: ~UMANTA

ViceChancelloran~hairStudentLoanBoaro ~ 4/?l-

Applications for the Student Loan Program for FS AY 2006-2007Subject:

We are furnishing you a copy of the list of applicants for the Student Loan Program andthe Board's action on their application.

Students whose application for loan has been approved by the Board should present aPNB deposit slip to the Learning Center Coordinators showing that they have paid theremaining amount of school fees not covered by the loan as indicated in the attachedbefore they are considered registered.

Thankyou.

LosBanos,Laguna4031PhilippinesTel:(63-49)5366001to06 AdministrativeStafflac.201 CashOfficelac.250 MISOlac.451,[email protected] Fax:(63-49)5366013 AccountingOfficelac.202,230 HRDOlac.220 SPMOlac. 210, 211

MIKE

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Officeof the ViceChancellor for Financeand Administration

MEMORANDUM NO. OVCFA 06- 008

April 27, 2006

TO ALLUPOUSTAFF

FROM~

MELINDA F. LUMANTA

Vice Chancellor for Fina~?jand AdministratioFV"

RE SHORTENEDWORKHOURSFORTHEPERIODMAY 2 TO5, 2006

Pleasebe informed that as per Memorandum No. MVG 06-036dated April26, 2006 issued by the Vice President for Administration, the working hours fromMay 2 to 5, 2006will be from 8:00a.m to 5:00p.m. since May 1 is declared to bea legal holiday.

Thank you.

LosBanos,Laguna4031Philippines Tel:(63-49)5366001to06 AdministrativeStaffloc.201 CashOfficeloc.250 MISOloc. 451,[email protected]. www.upou.org Fax:(63-49)5366013 AccountingOfficeloc.202,230 HRDOloc.220 SPMOloc.210,211

MIKE

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OffIceof theViceChancellorfor FinanceandAdministration

Memorandum No: OVCFA No. o6-bO,

May 19,2006

FOR ALL LOS BANOS-BASED UPOU OFFICIALS,FACULTY AND STAFF

AnENTION: ADMINISTRATIVEOFFICERS/ASSISTANTS

. FROM:~

MELINDAF.LUMANTAVice Chancellor for F!':'9nce

and Administratior1f'"

RE ANNUALMEDICALEXAMINATION

Forthisyear, all LosBanos-based officials,faculty and staff are required to beat the .UniversityHealth Service, UPLBfrom May 29, Monday to June 10, Saturday(except Sunday) for the x-ray and laboratory examinations as part of our AnnualMedical Examination. Everyemployee willundergo the following examinations:

a. Urinalysis c. Fecalysisb. Hb/Hc d. Chest X-ray

(additional examinations for employees 40 years old and above:). a. ECG b. Blood Chemistry

On June 14, 2005, Wednesday, the UHSMedical Team will conduct themedical-physical and dental examinations at the UPOUHeadquarters.

Also,please be reminded of the followingwhen visitingthe UHS:1. BringyourUPOUIDwhen you visitthe UniversityHealthServiceforproper

identification;2. Sample stool and urine should be submitted during the visit to the

UniversityHealth Service for laboratory analysis. Samples should beplaced in sterilizedsmall empty bottles;

3. Foremployees who willbe required to undergo blood chemistry, he/sheshould abstain from taking any solid and liquid food (including water)from 8:00 p.m. untilthe scheduled blood extraction.

LosBatlos.Laguna4031PhHippinesTel:(63-49)5366001to06 AdministrativeStaffloc.201 CashOfficeloc.250 MISO1Oc.451,[email protected] Fax:(63-49)5366013 AccountingOfficeJoc.202,230HRDOloc.220 SPMOIoc.210,211

MIKE

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~

May we also remind everybody that all government employees are requiredto undergo the annual medical and physical examinations for their continuedemployment in the Civil Service as stated in CSC Memorandum Circular No. 17series of 1989.

For employee who has an existing membership to a Health MaintenanceOrganization (HMO)and opted to avail his/her privilege, he/she stillhas to subjectto a physical examination by the UniversityPhysician (in this case the MedicalOfficers of the UP Health Service) and the same time, submit the results of thelaboratory examination taken from their HMO laboratory for interpretation (1157thMeeting of the U.P.Board of Regents held on December 19,2001).

Let us all encourage our co-employees to avail the annual physicalexamination.

Thankyou.

cc: DirectorMarilynP. Reaflo, UniversityHealth Service

MIKE

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Universityof the.PhilippinesOPENUNIVERSITY

Officeof the Vice Chancellor fQJ'Finance.andoAdmilJi§trationMemorandum No: OVCt-A No. 16-0 VJ

May 20, 2006

FOR All DillMAN-BASED UPOUOFFICIALS,FACULTYAND STAFF

ATTENTION: ADMINISTRATIVEOFFICERS/ASSISTANTS

FROM:~

MELINDA F. lUMANTAVice Chancellor for Finance

and Administratio~

RE ANNUAL MEDICAL-PHYSICALEXAMINATION

The UniversityHealthServiceof UPOilimanapproved our request to conductthe annual-medical and physical examination on scheduled dates. We arerequesting everyone to followstrictlythe attached scheduled examination dates.

All Oiliman-based officials, faculty and staff shall undergo the followingexaminations:

a. Urinalysisb. Fecalysisc. Hb/Hcd. Chest X-ray

(additional examinations for employees 40 years old and above:)a. ECGb. Blood Chemistry

Also, please be reminded of the following when visiting the UHS:1. Bring your UPOU 10 when you visit the UP Health Service for proper

identification;2. Sample stool and urine should be submitted during the visit to the UP

Health Service for laboratory analysis. Samples should be placed insterilized small empty bottles;

3. For employees who will be required to undergo blood chemistry, he/sheshould abstain from taking any solid and liquid food (including water)from 8:00 p.m. until the scheduled blood extraction.

LosBanos,Laguna4031PhilippinesTel:(63-49)5366001to06 AdministrativeStaffloc.201 CashOfficeloc.250 MISOloc.451,[email protected] Fax:(63-49)5366013 AccountingOfficeloc.202,230HRDOloc.220 SPMOloc.210,211

--- -

MIKE

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May we also remind everybody that all government employees are requiredto undergo the annual medical arid physical examinations for their continuedemployment in the CivilService as stated in CSC Memorandum Circular NO.17series of 1989.

For employee who has an existing membership to a Health MaintenanceOrganization (HMO)and opted to avail his/her privilege, he/she stillhas to subjectto a physical examination by the UniversityPhysician (in this case the MedicalOfficers of the UP Health Service) and the same time, submit the results of thelaboratory examination taken from their HMO laboratory for interpretation (1157!hMeeting of the U.P.Board of Regents held on December 19,2001).

Let us all encourage our co-employees to avail the annual physicalexamination.

Thank you.

cc: Dr.Olga Formoso MaraliL FPPS,FPAFPOfficer-in-ChargeUPDiliman Health Service

MIKE

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~

Universityof the PhilippinesOPEN UNIVERSITY

SCHEDULEOF ANNUALMEDICAL EXAMINATIONFORDillMAN-BASED EMPLOYEES

June 15,20068:00 AM to 11:00 AM1. Alfonso, Grace2. Bautista, Victoria3. Diaz, Paz4. Hermosa, Nemah5. Gacosta, Roselyn

June 16, 20068:00 AM to 11 :00 AM1. Arinto. Patricia2. Pradas, Wyomia3. Quina. Celestino, Jr.4. Remanes, Roberto

June 19, 20068:00 AM to 11 :00 AM

1. Garcia, Judith Stephani2. Hidaldo, Marie Sol3. Marasigan, Ronelyn4. Rivera-Angobung, Karmen

1 PM -3 PM1. Disini.Rowena2. Nadera, Dinah Palmero3. arias, Carmelita4. Santiago, Cecilia5. Zamora, Alejandor

1 PM - 3 PM1. Cadalo, Crecilda2. Creer, Helen3. Fermin, Jimmy4. Wui. Glenda5. Yoingco, Carlota

1 PM - 3 PM1. Banzuela, Robert Ryan2. Carino, Rhea Marie3. Salon, Eden

MIKE

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-Universityof the PhilippinesOPENUNIVERSITY


MEMORANDUM NO. OVCFA 06- 6 It

May 31,2006

TO ALLCONCERNED

FROM~


and Administratiorl\'"

RE RESUMPTIONOF FIVE-DAYWORKWEEKIN SOME OFFICESOFUPOU

Please be advised that the five-day work week in some offices of UPOU(Diliman and Learning Centers) will resume effective June 5, 2006 as perMemorandum no. CGCG No. 06-07 issued by Assistant Vice President forAdministration, Dr. Cynthia Grace C. Gregorio.

Offices in the UPOU Headquarters shall continue the four-day work weekas part of our economy measures.

Thank you.

LosBanos. Laguna4031PhilippinesTel:(63-49)5366001to06 AdministrativeStaffloc.201 CashOfficeloc.250 MISOloc.451,[email protected]. www.upou.org Fax:(63-49)5366013 AccountingOfficeloc.202,230 HRDOloc.220 SPMOloc.210,211

MIKE

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05/24/2006 15:39 029276721 PAGE en'"

OFFICEOF THE VK:E PRE;SIDENTFO.R ADMINISTRATION

--'I:)r\_~" All i/:C~ Pr~0jdents

$acr9'h:1I"Y{Ifthe Unjler'iityAll Chonceilors By: Ref:No.:

'06-0B61

MEMORANDUM NO. Cr3CG - 06 - 07

SUBJECT' R~~ulflption vi Fhre(5) ~ DayWorkweekSch~d~,'e

F'lease be advised that the fO\Jr (4) - day workweek Sth:an

remR.!nin ~ffe~t for t.h~ per!oo 29 M?y - 2 ,,!~l.ne 2006. The reglJ!arfh:,{~(5) .~ dt1} wC'"~;<Wt1'=H(c.:"\M t~ 5'PM dU!Hywcrk schcdui~) ~tr~~!re41umefIr~iU1tj.9~ jj.ma :~OOO.

F:.[ Y~I';t j~'h;:,"r"!e~kmnr,.d guld.prtc~

~.CYV~TI"aAGF~ACE c. GR~GOR~O

Assistant Vice President for Aamlniatratiun

cc: Pr~dGt'll Emerllnda R. Ro!nanOSU/Flle

Que~O'nHaii,IJ.P. Diliman, Quezon City, Philippine. 1101Tel. No 925-0ge4; 981..8600 100.2626/2526

Ttfofex: 92$-6721E..fTIf.)i!:G\/pM!!")9-&dl).,~""'h

MIKE

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iversityof ttle PhilippinesEN UNIVERSI1-Y

Officeof the ViceChancellol'fol' Financeand AcJminisll'ation.

MEMORANDUM NO. OVCFA 06- O/'L

June 7, 2006

TO All CONCERNED

RE

~~MELINDA F. LUMANTAVice Chancellor for Finance

and Administratio~

OFFICIAL WORKING HOURS FROM JUNE 13 TO 24

FROM

Please be informed that due to the upcoming holidays this month (June12 Independence Day, June 19, Laguna Day), staff observing the 4-day workweek schedule willbe reporting form 8:00 to 5:00 p.m. from June 13 (Tuesday) toJune 24, 2006 (Saturday).

Thank you.

LosBanos,Laguna 4031Philippines Tel:(63-49)5366001to 06 AdministrativeStaffloc.201 CashOfficeloc.250 MISOloc. [email protected]. www.upou.org Fax:(63-49)5366013 AccountingOfficelac.202,230 HRDOloc.220 SPMOlac. 210, 211

,

MIKE

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~ ,- ,~~~ ",.

Officeof the ViceChancelloJ'fol' Finance and Administration

Memorandum No. OVCFA 06-0/3

June 13,2006

TO ALLUPlB CREDITAND DEVelOPMENT COOPERATIVEMEMBERS

FROM~MELINDAF.LUMANTA

Vice Chancellor for Financ~and Administrationi'"

SUBJECT CLUSTERMEETINGOF UPlB CDC MEMBERS

The UPLBCredit and Development Cooperative (UPLBCDC) requestedpermission to conduct a cluster meet to orient the members on the PangkatTulungan (PT)System. Thiswill be held on June 20, 2006, 3:30 p.m. at the UPOUAudio Visual Room.

All UPLBCDC members are requested to participate in this meeting.

Thank you.

los Banos,laguna4031Philippines Tel:(63-49)5366001to06 AdministrativeStaffloc.201 CashOfficeloc.250 MISOloc. 451,[email protected]. www.upou.org Fax:(63-49)5366013 AccountingOfficeloc.202,230 HRDOloc.220 SPMOloc.~10,211

MIKE

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-

Officeof tMIW\~hHelllMf~~n8PI¥~ ~dniaM;ation

June 16, 2006

TO ALLCONCERNED

FROM ~ANTAVice Chancellor for Finance

and Administration't"

RE OFFICIALWORKING HOURSFROMJUNE19 TO 24

Please be informed that unlike the previous years that June 19 wasdeclared holiday in the whole province of Laguna, thisyear it was only declaredholiday in the Cityof Calamba.

Withthis, the 8:00 a.m. to 5:00 p.m. schedule willbe cancelled from June19to 24. Offices observing 4-day work week schedule willgo back to its originalschedule.

Thankyou.

LosBanos,Laguna4031PhilippinesTel:(63-49)5366001to06 AdministrativeStafflac.201 CashOfficelac.250 MISOlac.451,[email protected]. www.upou.org Fax:(63-49)5366013 AccountingOfficelac.202,230 HRDOlac.220 SPMOlac. 210, 211

MIKE

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UniversityoftheP~lilippinesOPENUNIVERSITY. I -""'.,,~.~".~ ..

Officeof the Vice Chancellor for Finance IlmJ Arhninislralioll

Memorandum No: OVCFA No. 06-i.::.'!)

June 23, 2006

TO ALLCONCERNED

FROM:~


and Administrationo.r'

RE Updated Guidelines for Availing of the Rehabilitation Privilege

Attached is Memorandum MVG No. 06-055 dated June 19,2006 issued by theVice President for Administration, Prof. Martin V. Gregorio regarding theupdated guidelines for availing of the rehabilitation privilege.

The revision is in line with the Joint Circular No.1 series of 2006 issued by theCivil Service Commission and the Department of Budget and Management.

For information.

Thank you.

10s Banos,Laguna4031Philippines Tel:(63-49)5366001to06 AdministrativeStaffloc.201 CashOfficeloc.250 MISOloc. 451,[email protected]. www.upou.org Fax:(63-49)5366013 AccountingOfficeloc.202,230 HRDOloc.220 SPMOloc. 210, 211

. '

MIKE

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,1' 029256721 E PAGE m

OFFICEOF THE VICE PRESIDENTFOR ADMINISTRATION .

- /1IiHt"

19 June-21

TO AllChancellorsPGH DirectorVice Chancellors for Administration

ornCE OF THE CHAHCILI.ORUP OPM r.JJfIVIRItr'Y

.. .~ 0 6Ref. No.: I! 0 6 - 1

MEMORANDUM NO. MVG 06 -55

SUBJECT Updatedguidelines for availing of theRehabilitationPrivilege

Please be advised that the esc and the DBM jointly issuedguidelines for availing of the rehabilitation privilege as Memorandum CircularNo. 01, 8. 2006, which are as fotlows:

1. All personnel with permanent, temporary, casual or contractualappointments may avail themselves of the rehabilitation privilege duringtheir employment Consultants, non-UP contractus's and those hired onprojectbasis are NOTentitledto said privilege. '

1.1 Employees who sustained injuries while in tho performance of theirofficial duties may be entitled lo the rehabilitation privilege. Injuryshallmean any of the following: laceration, cuts, wounds, contusions,fractures, or other physical injury as a result of a fall or slippage.Personnel who sustained injuries due to negligence or those under theinfluence of prohibited drugs or alcohol or those with willfulintention toinjure themselves are NOT entitled to the privilege.

1.2 The rehabilitation leave may be availed of for a maximum period of six(6) months. The duration, frequency and terms of availing of theprivilege shall be based on the recommendations of medical authority.Availing of the privilege may be for less than 6 months or may be on ahalf-time basis or an Intermittent schedule as determined by medicalauthorities within the allowed 6 months ceiling.

1.3 Illnesses or sickness resulting from or aggravated by workingconditions or the environmentCANNOTbe a basis for availingof therehabilitationprivilegeeven ifthe same may be compensated underthe law and regulationsof the EmployeesCompensationCommissiop(ECC). ()

Quezon Hall, U.P. Diliman,Quezon City, Philippines 1101Tel. No. 925-0984: 981-8500 loe. 2525/2526

Tel.fex:- 9?r._,~:t~""E-mal1:[email protected]

t

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.,d:37 029256721 It '"

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1.4 Injuries from accidents that occurmd while the e:mployee was going towork and going home from work are NOT considered sustained whilein the performance of official duties.

1.5 Absence from work during the period of rehabilitation privilege shallNOT be deducted from the accumulated sick or vacation leave craditsof the employee. However, employees do not earn and accumulatevacation and siok leave a-edits while on rehabilitation leave.

Employees on rehabilitation leave shall receive their salaries andregular benefits such as Personal Economic Relief Allowance (PERA),Additional Compensation (AdCom), year-end bonus (YES), and cashgift as mandated by law. However, they are NOT entitled to benefitsand privileges that are enjoyed based on actual performance of dutiesof positions such as Representation and Transportation Allowance(RATA).

1.6 Subject to availability Of funds, the University shall promptly reimbursethe expenses incurred by an employee for his'her first-aidtreatment/medical attendance, and necessary transportation.Reimbursements shall NOT exceed P5,OOO.OOunless expendituresbeyond said amount are necessary as certified by medical authoritiesand approved by tha Chancellor or President.

Expenses incurred by an employee associated with their subsequentmedical management (i.e. confinement, operations, etc) are NOTreimbursable from the University. Employees are expected to apply forbenefit compensation from agencies such as Philhelath, GSIS andECC.

2. Procedure for availing of the rehabilitation privilege

2.1 Application for rehabilitation privilege shall be made through a lettersupported by relevant refX>rts such as police report, if any, and medicalcertificate on the nature of the injuries, the course of treatment involved,and the need to undergo rest. recuperation arid rehabilitation, as thecase may be.

Application must be made within one (1) week from the occurrenceofthe accidentexceptwhen a lonerperiod is warranted Applicationsmaybe made for an injured employee by a member of his/her immediatefamily.

2.2 Written concurrence of a government physician must be obtainedrelative to the recommendation for rehabilitation if the attendingphysician is a private practitioner, particularly in the duration of theperiod of rehabilitation. The Universityreservesthe right to conduct its

own medicalexaminationfor validationpurposes.~

2

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dL~L:JbILl E PAGE 03

2.3 The application for rehabilitation privilege shall be screened by a dulyconstituted committee In each CU prior to the approval of the leave.

2.4 Upon approval of the privilege, the personnel ur his/her representativeshall submit all necessary documents in the manner and procedureobserved for all other forms of leave benefits.

2.5 Each CU, through its infirmary/health service shall monitor monthly themedical status of the employee undergoing rehabilitation.

Section 55 of esc MC no, 41, s. 1998 and UP System-wideguidelines previously issued (Memorandum No. MVG-05-85) that areinconsistent herewithare herbyrepealedor amended.

For compliance. Thank you.

ffi'

M TN. GREGORIO

Vi~'1 forAdministration

Co: PresidentEmeriindaR. RomanAUVice PresidentsSecretary of the UnlventltyBnd of the Board of RegentsOSUlFilftPresidem, All UP Workers'Union

3

MIKE

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Office of the Vice Chancellor for Finance and Administration

Los Baños, Laguna 4031 Philippines Tel No. (63-49) 536 6001 to 06 Administrative Staff loc. 201 Cash Office loc. 250 MISO loc. 451,452 [email protected] · www.upou.org Fax (63-49) 536 6013 Accounting Office loc. 202,230 HRDO loc. 220 SPMO loc. 210, 211

Memorandum No: OVCFA No. 06-016

July 12, 2006

TO : ALL UPOU OFFICIALS, FACULTY AND STAFF

FROM : MELINDA F. LUMANTA

Vice Chancellor for Finance

and Administration

RE : FINANCIAL ASSISTANCE TO THE FAMILY OF MR. CAESAR P.

SANTOS

We would like to request everybody to extend financial and morale

support to the family of MR. CAESAR P. SANTOS. Caesar died today at the

Philippine General Hospital.

We are getting in touch with the family of Caesar through our Learning

Center in Manila. Other details on the wake will be disseminated as soon

as possible.

Please turn-over any financial assistance to Ms. Lilian D. Diamante. The

amount will immediately be given to the family of Caesar.

Thank you very much for your generosity.

hrdo/mpl

MIKE

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III

IIIII

August 3, 2006

MemorandumNo.MFL-06-017

FOR : ALLUPOUPERSONNEL

FROM~

: MEUNDAF. LUMANf,~Vice-Chancellorfor F~nce andAdministration

SUBJECT : WITHHOLDINGTAXESFORCY2006

In compliancewith BIR RevenueRegulations3-2002, please be informedthateffective August 2006, the monthlywithholdingtaxesof indMdualemployees ontheirincome fromUPOUforcalendaryear2006 shallbe adjustedaccordingly,toconsider the grantingof additionalcompensationof Pl,OOO.OOper montheffectiveJanuary2006.

For thQse personnelwhose nettakehomepayis notenoughto coverthe taxadjustment(s), the deficiencies shall be deducted from the proceeds of theiryear-end benefits and other remunerations that he/she may receivetowards ~endof the year.Thisis to ensurethatwhatevertaxdue to eachemployeeduringthe year is equal to their tax withheld by the UPOU.

Thank you.

LosBanos,Laguna4031PhilippinesTel:(63-49)5366001to06 AdministrativeStaffloc.201 CashOfficelac.250 MISOlac.451,[email protected] Fax:(63-49)5366013 AccountingOfficeloc.202,230 HRDOloc.220 SPMOlac.210,211

MIKE

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Officeof theViceChancellorfor FinanceandAdministrationMEMORANDUM NO. MFL- 06- 018

August 1O~2006

T 0 ALL UNIT HEADSAND OTHERS CONCERNED

ME~AVice ChancellOIfl

FROM:

SUBJECT: REQUIREMENTS FOR THE PAYMENT OF RATA

In view of the recommendation of the UPOU COA Resident Auditorto review the standards set for payment of monthly fixed RepresentationAllowance and Transportation Allowance (RATA) of UPOU Heads ofUnits~ the Chancellor through the UPOU FPOC has approved the attachedprocedures and requirements effective immediately. Please refer to AnnexA.

In addition to the above requirements~ we attached herewith (AnnexB) copy of the UP System Memorandum No. MVG- 06-58 dated June 2~2006 for the payment of Transportation Allowance which is self-explanatory.

Kindly use the prescribed UPOU Certification Forms for this purpose(Annexes C and D).

For strict compliance.

Thankyou.

MFI1EBJ :memo RATA 068/1012006

LO$Banos,Laguna4031PhilippinesTel:(63-49)5366001to06 AdministrativeStaffloc.201 CashOfficeloc.250 MISOloc.451,[email protected]'www.upou.org Fax:(63-49)5366013 AccountingOfficeloc.202,230HRDOloc.220 SPMOloc.210,211

MIKE

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MIKE

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ANNEX A.

PROCEDURES AND REQUIREMENTS FOR PAYMENTOF REPRESENTATION ALLOWANCEAND

TRANSPORTATION ALLOWANCE

. RATIONALE: To comply with COAAOMNo. 05-007

I. DOCUMENTARYREQUIREMENTS

A. Representation Allowance

1. Certificationthat the official/employeereceived theRepresentation Allowancefor the period and that theamount was inculTed in the performance of offidalduties as indicated in hiS/her duly approvedappointment.

2. Copy of duly approved appointment from HRDO.

B. Transportation Allowance

1. Monthly Individual Certificationthat he/she did notUSE any government vehicle as a service vehiclewithin his/her officialstation during the month, and,that the amount correspondingto the number of dayshe/she used In government. vehicle for the samepurpose shall be deducted from his/herTransportationAllowancefor the month.

2. Copy of duly approved appointment from HRDO

II. MANNEROF PAYMENTI

t

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1. The payment of RATAshall be made at the beginningof each month.

2. The payment shall be in separate payroll form to becredited to the acoount of each official who areentitled thereto.

. ".

J""

MIKE

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. ~:'i~ORANDUMNO. MVG - 06 - 58

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UNIVERSITY OF THE PHILIPPINES

. J. . QUEZONCITY &.a.. I.. . 'J. 8By.- t .--'-- () "'"~OffiCEOf THEV~RESIPENT I' -.' '. IFOR ADMINIST-RATION ' I ,'.' OFFICE~f THE CHAHC£U.MUP (.1'£" UNIVIR$rTY

~ J~N ~i3U2mm ~By: ~._H-A.No.:

mOG-1o':1Lf

1:)2'3256721 It PAGE 134

/'00" "" Of

/

2 June 2006

SUBJECr .

AllVice Presidents, Chancellors,Vice Chancellors for Administration,Head! of HRDOs, Budget and Accounting Offices

Guidelines for the Grant or Non-entitlement ofrr.~n1port9tiot1!t\lIowance

FOR

_.~ --- - A '-- -

Please soe attached gu!d~jines for your guidanoo.

Thank you.

~ (J).. .M T ~ .;-$R.EGO~.~O

,,~WR eSI~for AdministrationC.C.: Prtlslder.: E~~r!If)ct9 R. Rr.man

secreta;:! {If\h!ll, 'ni~~ty nnd of the Board of RegentsF~ .

Quezon Hall. U.P. Diliman, Quezon City. Philippines 1101Tel. No. 925-0984: 981~8500 Joc.2525/2fi2B

MIKE

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MIKE

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MIKE

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MIKE

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fl6/22/2afl6 16~34 029256721 E ''''''1:. U:J

Sy!; 1'l.:iI~..\.'/_L:~GU'D.;.la.~4i.~}:~n TtI:; ~AANT OR NON-ENTITLEMENT OF TRANSPORTATION ALLOWANCE

(Approved by the President upon the recommendation o'f,thf! . . Jr. .prQ~ident's AdvIsory CommIttee on 21 june 2.006,' ~. \

hAr~knrolJnrl ~a" -. ..

,June 1999 COA Circular 99-02

. Prescribed guidelines for the entitlement: to transportation ~allowance(TA) or government officials whose offir:es have been ISf.ued withgovernment vehicles

. TA not granted to an official whether or not he/she" uses agovernment vehicle assigned to his/her c,ffice

. Generalprinciple of circular: as long as ~Iovernmentvehicle has been.assigned to an office, regardlessof type, e.g. ambulanoes, policecars,etc., the head of unit automaticallyIs not entitled to TA

. Personnel receiving TA and who Uge1t,fficial vehicle shall refund aproportionate amount of their TA to their agency

. Guidelines based on General Appropriations Act (GAJ~)and aSupreme Court ruling

. OVPA" Memo No. MVG-17 dated Octol:>er8, 1999, reiten3tedCOAcircular

Octob~ ," .,!"!nn ~~~ ("'I!'!"':!!"'!"'Jnn(u'~~~ -" ;;1, --

. Clarified irn:-,jetmmtt~~icn~Ir CC~J~. Cj:GUri~J -jgJ9£1.c.2in view of Section41 of the General Provisions of GM FY 2000

. Circular specified non-grant of TA to omcials who usa governmentmotor vp.hicla

Impiication of COA Circuiar 2000-05:

. Personnel whose offices have been assi9ned government vehiclesm-ayl'P.urgr'~d "fA;:t~long a,~t.h~ydo t1(\t:tJ,~~aid vel1icl~$

\) r!,"v~:jgkm:!I 'r'a~:d in cases where the nature and operationsof anoffice requite a motor v9hi{~lewhich t~ not neu:ss(jriiy u~ed to service

the head of the concernedOffiC)

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'/!!It)>,

1

MIKE

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,\, L..:JIL.!:Jt:iC !:J:/; ::J' t:JL.:/L:JC' L.I, "'- rMUt;.. r.a

. Clrtular provides that wi'enev(~r a personnel entitled to TA uses agovernment vehicle. a corrci)pondlng proportionate reduction ohhis/her TA must be made

. OVPA M4,mo No. MVG-06-23 once again reiterated dlt)allowance ofgre.nt of.TA to personnelwho use or to wh:>f)ec,ffi~!s have beenas~;lg"~dgovernmentvehicles

. OVPJ~COI1$ulied COA re determination of proportior,~d~amount of TAto be rarunded by personnel receiving TA who use governmentvehic\e

.. prescribed computation of COA :TA rE!fund=daily rateor hourly rate of T~\}( # day~~

or #hrs of vehicle use

l~an[)ln8Ieof ~uclpc.al:

T':>ensure clear, fair and uniform Implementation of GO,A,Glrcular 2005-05, a set.of sY5~Eun.widegUidelines prescribing the ,wan~tIfjo:J.9rantof TA isbeing propoc!ed I:M~Iow. These guidelines are al1l~hcJrf;d()n two basicpremi:~es.

1. Once the usage of . a government v~hide by a head ofunitJpe,ni.()flnel{ARrgNn\.J'tj,'tharactafof .f~'''''Afity!'said personnelshaP NOT be entitled to TA.

2. Wll(:tf1p.ve;ra head of unit/personnel entitled 1i'J TA uses agQvemmentvehicle (e.g. to occasionally attend fT;~eUngs, etc.) ,he/sheshnll refund a proportionate amount 01'his/her TA to. theUniversity. .

Giii-Jellnes,:

1.Trf.\Os,pnrtatiol1allowan('~shall be granted to hsads of units Inrinstar,~C9S~l,~(",rltfg,~t3maIIIFfef1IC1t!i~8dlelWfJllll. fi5'mUt;;6rn~rltlt)"qft'_lJNU,' These vehicles are assumed to be :.:sE:dfor specificfunctions such as:

i,I

0 groundand buildingm.ainte:nanceand ;nspection0 ~acutity0 health care (i.e. ambulances)

0 fooddelivery 9d2

MIKE

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06/23/2~e6 ~9:57 e29256721 ~

Heads, of offices cannot use vehicles to conduct them from theirresidence to their workplace or vice-versa, except in cases ofemergency.

2. He~ds of units to whose: O'~n~3have been assigned an official mottJrvE.-hk::ledue to the natureof tti'.:tr task that requires the regular use ofV~hi(;iA ~hAI! n{)~be en~!tled to transportation allowanc*3. as in thefnllowing r,1J$F)!,r

0 Heads of "xecutive offices (President, VPs, Secretary of theUnl\l~m'~j, @~\:4.(Jfal!ili".,V~, UmVef&,fLRJgIi\fUT7"D.rl"'rl

'~!~q~,8>,';..Official vehides of ,aid officials are al~ u~ed to conduct them fromtheir residence to their workplace and vice vetsa; to take them toplaces in order to carry out officiSf ftl~,'"fjormsuch as attendingmeetings 1}::id/cror.idal 13v0nt1.,mgnr.ttlng 9.\!mina&"~.,'\"a"v£,And thelike.

3. If a ~wCJd0f unit \~hr:.;tl o'~.'re ha~ bee;, [:!S!gn.;:da motor vehicle.desims lc I'~ct-iv~ TA, i1~/sru~must officially turn over the v~ljicle tothe University'smotorpool/OVCAfor pr'JDer disposition.

4. Pers.'xme~Wh1 rt!r~rv.e TA ~riJ!1tnt~t1r:1a ~rt;portil")i1ateari,r,untof saidTA to the University,through the Accountingand Cash Office,wheneverthey requestthe use of an officialvahicle.A prescribedfOHnfo.. TA refund is aocoiilplishedby' '.:heC(Jn~ernedpersonnel,tobe verified by the Administrative Officer of the un~tto which thegovernment vehicle has been assigned.

Schedule of TA refur'd

Dutatio'"' l wlihin50kmra-dius-'-.'--'--'--[B'Byo~rl SOT~mIradius

Wholeday 'I

' TivqOrdlYIina rnonWx1day Costofactualfare todestination

Hourlybasis 1 TAlno:aiiYiTrtaII'IOhttfx 1 day/8 'hrs x no. hrs of.L vehicleuse.~. I

V 3

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\. L3fL~I:JE> 1:)9:57 029256721 £

UNIVERSI1YOF THE PHILIPPINESTransportation Allowance Refund Form

DO ;.1.(')"(WRITE BELOWTHIS SPACE. FOR \(,COUNTING OFFICE use ONLY.

Coml=".:ttl~I':Ih:

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PAGE a3

4

'l>Stfl: Unit t:} which offir.:!r.!vehicle has been

. assloned:Name of Plate numbet of omctBIpersonnel: vehicle:Destinatton: -fA/monthDurationof c hoursvehicleuse:

0 days ---1-'- to_'_1-. JmoIdaletyear) ..JrnddattJlyear) "".

Verilled by: .

1.- --.-"-A!!itraWe .Om3r'S ,aJiI\b:J!itJrr.'and signature --

MIKE

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UP OPEN UNIVERSITYANNEXc.

CERTIFICATION ON THE USE OFGOVERNMENT VEHICLE

To Whom It May Concern:

did not use any, 2006 excepton the followingdates:

This is to certify that I,government vehicle for the month of

Issued this - day of , 2006.

Signature Over Printed Name

Attested:

Unit Head / Administrative Officer

Note: Pis. submit 2 copies to the Accounting Office

UP OPEN UNIVERSITYANNEXC.

CERTIFICATION ON THE USE OFGOVERNMENT VEmCLE


This is to certify that I,government vehicle for the month of

did not use any, 2006 except on the following dates:

Issued this - day of , 2006.

Signature Over Printed NameAttested:

Unit Head / Administrative Officer

Note: PIs. submit 2 copies to the Accounting O(fice.

MIKE

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UP OPEN UNIVERSITYAnnexD.

CERTIFICATION ONREPRESENTATION ALLOWANCE


This is to certify that the undersigned received Representation Allowance in theamount of for the month of , 2006;and that the amount was incurred in the performance of my official duties as

as indicated in my duly approved appointment.(Designation)

Issuedthis day of , 2006.


Note: Please submit two (2) l;oliws to the Accounting Office.

UP OPEN UNIVERSITYANNEX D.

CERTIFICATION ONREPRESENTATION ALLOWANCE


This is to certify that the undersigned received Representation Allowance in theamount of for the month of , 2006;and that the amount was incurred in the performance of my official duties as

as indicated in my duly approved appointment.(Designation)

Issuedthis - day of ,2006.


Note: Please submit two (2) copies to the Accounting Office.

MIKE

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~k,1Th'


MEMORANDUM NO. OVCFA 06-Q/Q

August 15, 2006

TO ALLCONCERNED

FROM ~ANTAVice Chancellor for Finance

and AdministrationV

RE OFFICIALWORKING HOURSFROMAUGUST22-26,2006

Please be informed that since August 21, 2006 has been declared asSpecial Non-Working Holiday by virtue of Republic Act 9256, staff observing the4-day work week schedule willbe reporting form 8:00 to 5:00 p.m. from August 22(Tuesday) to August 26, 2006 (Saturday).

Thank you.

/


MIKE

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MEMORANDUM NO. OVCFA 06- OJ-O

August 23, 2006

FOR ALLCONCERNED

MEL~TA

Vice Chancellor for Finan~~)and Administration';r'"

FROM

SUBJECT NEWGSIS FORMSAND GUIDELINES

Please be informed that the use of the attached new policy and salary loanforms took effect last June 17,2006 as stipulated in GSIS Office Order No. 49-06 dated June 17,2006.

Since the new salary loan form'requires a co-marker for temporary, casualand contractual loan applicants, HRDO explained to the GSIS-QCmanagement the effects of such requirement to the UPOU employees. Afterthe discussions,GSISand UPOUagreed on the following:

1. Due to the small number of permanent employees in UPOUwith atleast 10 years on permanent status, other government employees willbe allowed to be co-maker of UPOU employees as long as they meetthe 10-year permanent employment requirement;

2. Payslipof the borrower and co-maker certified true copy by the ChiefAccountant or the Disbursing officer will be attached to the loanapplication;

3. Signing as co-marker to multiple loan applications is discouragEJbyGSISas this may result to the disapproval of the loan application andeven possible disqualification from applying for their own loans in thefuture.

4. The print-out generated from the GSISwebsite (www.gsis.gov.ph) fortemporary computation of loanable amount with the borrower'ssignature willbe honored by GSISto reduce the processingtime forloans. In the absence of such print-out, it will be submitted to GSISfortemporary computation and will be returned to the borrower forconfirmation. After the signature of the borrower, it will be broughtagain to GSISfor filing.

Forinformation and guidance.

LosBanos,Laguna4031Philippines Tel:(63-49)5366001to06 AdministrativeStaffloc.201 CashOfficeloc.250 MISOloc. 451,[email protected]'www.upou.org Fax:{63-49}5366013 AccountingOfficeloc.202,230 HRDOloc.220 SPMOloc.210,211

MIKE

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Government Service Insurance SystemFinancial Center, Roxas'Blvd., Pasay City

.-'

POLICY LOAN APPLICATIONIMPORTANT: Proceeds of this loan will ~e credited to the eCard account of the member/borrower. Prior to the filing of the

application form, borrowing members must (a) secure a tentative computation of the net loan proceeds and(b) read carefully the terms and conditions at the back hereof.

TO BE FILLED UP BY THE MEMBER/APPLICANT

Name of ApplicantLast Name

PolicyNo.First Name

GSIS ID No.MiddJe Name

Birth Date

Mailing/Residential Address

Present Office & Address

Tel. No. Cel/phone No. E-mslil Address

For DEPED Employees Only: DivisionNo Station No. Employee No.

TYPE OF LOAN: DNew . Denewal

----------------------------------.---------------.-----------------------------------------------------------------------------------------APPLICATION AGREEMENT

I hereby acknowledge as my indE!btednessto GSIS whatever amount is approved by way of Policy loan and hereby agree to pay suchindebtedness in the payment scheme selected below:

[ ] a.) Monthly payments thru scllary deduction in the amount of P.is fully paid inclusive of interest.

[ ] b.) Payment of principal Sindinterest upon maturity, lapse or termination of my existing life insurance policy.

In case I should opt to pay through payment scheme a, I hereby authorize whosoever is or will be the Treasurer/Disbursing/CollectionOfficer of my present or future government office to deduct from my salary the required mo.nthly payment.

I also agree that:

1. the term of this loan will immediately mature upon my retireI'111~n:UseRaration,death or permanent disability and all outstanding balanceon the policy loan herein secured or may hereafter be secured' as an additional loan shall be deducted from the proceeds of whateverbenefits due under my life insurance policy.

2. the proceeds of the loan secured by this application are subject to deduction for outstanding policy loan and any other outstanding loanlsor indebtedness I may have with the GSISin orderto updateor settlethe same.

3. this loan shall at all times be subject to the terms and con~itions stated in t~is ,f'Pplication.

I hold GSIS free and harmless from any loss or damage resulting from improper use or misuse of my card.

per month until the loan is or: any other additional policy

Finally, I UNDERSTAND AND FULLY AGREE THAT THE NET PROCEEDS OF THIS LOAN WILL BE CREDITED TO MY eCARDACCOUNT.

Uponfilingof this application, it i~sunderstood that Ihave previously secured a tentative computation of thenet loan proceEldsIwillreceive, including the amounts deducted therefrom in payment of my unpaidobligations withGSISand Ifullyconform to the same

SIGNATURE OF MEMBER/BORROWER TIN: Date Signed

TO BE FILLED UP BY THE AGENCY

The undersigned officer certifies th:rt: (1) the above signature of the The undersignedofficer undertakesto deduct from the memberlborrower'ssalarymemberlborrower is authentic; (2) there is no pending administrative snellor the monthly amortizationdue on the approvedpolicy loan as reflected in the GSIScriminal charge against him; (3) the information supplied above by the said billing statement and remit t~e same to GSIS within the prescribed peridd asmemberlborrowerare true and correct based on the records of this office; and, (4) prcMdedunder the terms and conditions stated in this application.the memberlborroweris;in activeservice linthis agency.

Personnel Officer I Authorized Indorsing Official(SIGNATURE OVER PRINTED NAME)

Date Disbursing Officer I Treasurer(SIGNATURE OVER PRINTED NAME)

Date

- --,TERMS AI~D COhlDITIONS

1. Eligibility RequirementsThe member:

. should be in active service and hislher policy in force for at least one (1) year.

. mustbe~.cf a.GSIS..eCard-

MIKE

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.,''-'---The borroNerauthoriZes~IS to deduct fromthEi~ of this 10Many oOtStandingobligationsh&'shemay haw withGSIS in oroei1Oupdatethemorsettle them in ac:cordance with ClaimS& LoansInlerdepeudency Policy (CLIP) cJ GSIS and such ether applicable GSIS policies, existing or hereafterpI'OO'Iulgated.

4. Change of Payment Term

5.The Borrower hEISthe option to shift to spother mode of payment anytime during the term of the loan by.glving written notice to.the GSIS.

Due Date of Flnst Monthly and Succeeding Monthly Installments

In case the bornMl8l' opted for a monthly payment of the loan on a chosen term for principal and interest, the payment shall be due on or before the 1cf' r:IthefoIlawing month If the loan i$granlecl before the 10thof the month andl evel'/ melOththereafter until the loan is paid; if the loan is granted after the 10thr:I themonth,the payrnentshall be due 'In or before the 1r1"r:Ithe nextfoIlawingmonthand fNefYmonththereafter untilthe loanis paid.

Interest Rate6.

The loan shall Incur interest at the, rate of eight percent (8%) per annum compounded annually, unless a different rate is expressly provided under the terms andconditions of the existing policy contract/Certificate of Membership.

Application Fee'7.

An aPPtk:aion me of 1% of the grclSS arrount of loan shall be deducted from the proceeds of the loan.

8. Maturity of the Loan~. ----' '-'-.. - .--This loan automaticallymatures upon retl~nt, separation, permanent disability or death of the borro.ver notwithstanding' that a longer term was chosen by theborroNer.

Upon the maturily of the loan,the entire principal mlount of this Loan including 811int.eA:lstand other charges payable, shall be due and payable without need ofdemand or furthl!ll' notice. all of which are herebye:>qpressly waNed by thI! Borrower.

Renewal of Loan9.

Renewalof the 1':1811 will be allc:wecl on 01' aftl!r the annillel'Sary date of th(! loan.

10. Loan Pre-termlnatlon

The BorrO'N8l' may pre-tarminatethe loan during its term subject to thlJ full payment of outstanding balance of the principal amount, Including all interest andother chargeS PlIly8bIe. Once the loan is appl"Ollad end the loan proceeds haII8 b.-. releasedthrough check.or through anyother mode of disbursementof loan

, proceeds, the botroNer has no men option to cancet the loanbut onlyto pre-terlTlinateit by payingthe fullamount of the outstandingbalance includingaccruedinterest if any, without any right to demand for reimbursement of appIicaf:lon fee and such other fees that might haII8 been collected under such loan.

11. Loan Cancellal:l,on. .

Once the loan h. appl'Oll9d and the loan proceeds have been released through check or through any aher mode cJ disbursement, the borroNer has no moreoption to cancel the loan but only to pre-terminate it by paying the full cmount of the outstanding balance including accrued interest, if any, without any right to

demand for reimbursement of S81'\1ice fee and such either fees.thal: mighth~ lJeen collected under such loan..

12. -Authortty to.ApP!J.PaJJg.flDL

In case of maturity of this, loan and it remains outstanding either in whe~e or in part, both for principal and interest, the GSIS is authorized to collect, deduct orwithhold from whatevElr benefits that may be due the Borrower, hislh~' heirs, bEineficiaries, assignees or successors-in-lrrtereBt, the amount equivalent to the

outstanding balance of this loan, incluslw of interest, penalties and surcharges. Such authorization shall remain effective until full payment of the loan or any

other outstanding obligation of the Borr~ to the GSIS.

It Is expressly understood th;alt anI)' unpaid balance or outstanding obligation of the BOIT\'7N8I' to the OOIS, by virtue of this loan and/or other obligation.shallconstitutea lienOYerany benefltsl.::IaimsthatmaybeduetheBor'rc7tIwIr. .

Should such' benefits/claims from the GSIS be insufficient to CCM!I'the remaining baIa1ce, GSIS shall rd be prwented from filing the necessary civil andadminlstratlva ac:tion(s) for recovery either against thl9 borrower or his estate.

, .13. Attorneys Feeti

Should the GSI~.be compelledto referthe Loan or any portionthereof to an Attom6y-at-Lawfor collection or to enforce any righthereunder against the BorroNeror avail of MY remejy under the Inwor this Agreement, the Borrower stiall pay an amount equivalent to twenty fiw (25%) percent r:Jall amounts outstanding andunpaid as and fer attorney's fees end litigationexpenses.

14. Venue

A11y legal action, suit, or proceeding arising out or relating to this Agreement, shall be brought or instituted in the appropriate courts in the City of pasay or suchother wnue at the excIusiw option of GSIS. In the event the borrower initiates any legal action arising from or under this agreement, for whateIIer causes, the

bom7MIr agrees to initiatesuch action only in the City where the principd office of GSIS is located.

TransfertChanlir8 Of 0ffIt:e ..15.

The Borrower shall immediately inform the GSIS of his transfer to IIOYgovamment office/agency and In case the bOrroweropted to pay through monthly

payment vfaSal8ry deduC,tion, this a~lIcation shall be sufficient authority for GSIS to effect collection through salary deduction from his new offie&'agancy.

NoUces16.

All notices nlgulired under this Agreement or for Its enfOIcen 1814shall bet sent to the OffIce Address or at PostaIIMaiIing Address Indicated in the Personal Dataportion of this lomnapplication or I!Ssuch otheraddl1SS8 as may beindi(:atedhereafter by the Borrower to the GSIS. The notices sent to any d such adcIressesshall bevalid and sufficient notice to'the Bor'rc7tIwIr fol' all legal intents and purposes.

LIASON OFFICER'S UNDERTAKINGI; , Liaison Officer of

(agency) certifies that: (a>the indorsing officers on thisapplication are aU1lhorizedsignatories; and, (b) the signatul'M herein of the member and Indorsing officers are authentic.-- -- ----

MIKE

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38

IF~,

, Financial Center, Roxas Blvd., Pasay City

ENHANCED SALARY LOAN APPLICATIONAdvisory: Please secure Tentative Computation of your Enhanced Salary Loan

before filinl~this Application.IIMPORTANT:ProCleeds of this loan will be credited to the eCard account of the member/borrower. Prior to filing the accomplished

appllr.ation form, tht~ member/boM'Ower must (a) SElCurea tentative computation of the net loan proceeds and (b) readcarefully the terms alndconditions at the back hereof.

TO BE FILLED OUT BY THE MEMBER/APPLICANT

Name of Applican'!

Birth DateLastName

GSIS ID No.First Name

Policy No. ~

(The GSIS IDNo. is the 11-characteralphanumeric code appearing undermember's name in the GSIS eCard)

Middle Name

Mailing/Residential AddressPresent OfficeTeLNo. Celphone No. - E-mail Address

(Ce/phone No. is compu/sory~ do not leave this blank)

ForDepEdEmplc)yeesOnly:Division No Station No. Employee No.

LOANAPPLIEDFOR: (Pleaseencircleyourchoice) 11TYPE OF LOAN: nNewBasic Monthly Sala~

DRenewal

APPLICATION AGREEMENT

I hereby ackncMtIedgeas my~ indebtedness to GSIS whatever amount is approved by vmy of Salary Loan, and hereby agree to repay such loan in:I 12 I 24 :36 I 48~ Monthly,l\mortizations(P/easeencirclepreferredrepaymentterm;

I hereby agree that the loan principal, interest and other charges due shall be pa:,.ableIn monthlyamortizationto be deductedfrommy salary. For this purpose, I herebyauthorize whosoever is or will be the Treasurer/Disbursing/Collection Officer of my present or Mure government office to deduct fn:m my salary the required monthlyamortization, In the event that the Treasumr/Disbursing/Collection Officerof my present or future government office fails to deduct and/or remit to GSIS the said monthlyamortization and charges on due date, I shall personally pay directly to the GSIS the said amount, includ!ng interests and surcharges in order to update my account.

I also agree that in case I fail to indicate thE. salary loan amount applied for and/or the loan repayment period, or in case I am not qualifledto avail of the loan amount appliedfor,it is understood that I am applying for the maximum loan amount to which I am qualified or the maximum rep8yment period that I can elect in order to repay the loan.

IIik6wiseagreethat the term of this loan willimmediately mature uponmy retirerTM!ntIseparation,death or permmentdisabilityand alloutstandingbalanceon the salay loanherein secured or may hI!reafter be secured as an additional loan shall be deducted from the proceeds of whatever benefits due as a result of the occurrence of any of the saidcontingencies. , ,

I furtheragreethat the proceedsof the loansecuredby this applicationare subjectto deductionfor outstandingsalary loanor anyotheroutstandingloanIsor indebtednessImay have with the GSIS in order to update or settle the same. In this connection, I hereby represent that prior to the filing of this application, I have secl.l"ed or haveknowledge of the tentathllEIcomputation of the net proceeds of the loan herein applied for and hereby ecpress my full intention to proceed with the same.

I agree that this loan shall at all times be subject to the terms and conditions stated in this application.

I hold GSIS free and harmless from any loss or damage resulting from improper USEIor misuse of my eCard.

Finally, I UNDERSTAND AND FULLY AGJREETHAT IF I ALREADY HAVE AN taCARD, THE NET PROCEEDS OF THIS LOAN WILL BE CREDITED TO MY eCARDACCOUNT.

Upon filing of this applicationl, it is understood that I ha"e previously secured a tentative computation of the net loanproceeds I will r.~ceive, including the amounts deducted therefrom in payment of my unpaid obligations with GSISand I fully conform to the same

TIN:SIGNATUREOF MEMBER/BORROWER Date SignedNOTE:The loan shall "Iqulre a co-maker ifthe,status of employmentof the member/borrower Is temporary, casual or contractual.

CO-MAKER"SUNDERTAKING(To be filledrot by the CI>Maker)

I, , presently residing at am a permanentemployee in the same agency as the applicantlbOl1'ONet', and, an active member or GSIS with at least ten years of permanent government service and with poIicyllD number

, hereby undertake to pay the above loan applied for including interests and penalties thereon in the event the appIlcantJborrower defaults In thepayment or his/her loan cbligation for whatever cause. I hereby authorize GSIS to deduct from whatever loans or claims proceeds accruing to me the aforementioned amountin order to satisfy this undertaking, aside from the usual legal remedies that GSIS may avail in the enforcement thereof.

SIGNATURI: OF CO-MAKER Date Signed

TO BE FILLED OUT BY THE AGENCY

The undersigned officer certifies that: (1) the above signatures of the The undersigned officer undertakes to deduct from the salary of themember/bon'ower and co-maker are authentic; (2) there is no pending admlnistrati\fe member/borrower,and, the co-makershouldthe formerdefaultinthe paymentofthisand/or criminal charge against them; (3) thl~ information supplied above are true and loan, the monthly amortization due on the approved lIalary loan as reflected in thecorrect based on the records of this office; (4) the member/borrower and co-mak.3I' GSIS Weekly Notice to Deductl billing statement, and, remit the same to GSISare in active service In this agency; (5) the memberlborrower and co-maker are not within the prescribed due date/period as providedunder the terms and conditionson leave of absence without pay; (6) In case of separation from the service of the stated in this application.memberlborrower and co-maker, this agenc:y shall make final payment to them onlyafter clearance is obtained from GSIS, BJI1d (7) the net take home pays of themember/borrower and co-maker are sufficient to cover the regular monthlyamortizations due on the loan applied for.

Personnel Officer I Authortzed Indorsing Official

(SIGNATURE OVER PRINTED NAME)

Date Disbursing Officer I Treasurer(SIGNATURE OVER PRINTED NAME)

Date

iii, -(This application willl1lOt be accr;pted .J! thete - enlSUteSin the supplied data.)

MIKE

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39

2.

""'!I'U"", ''''<ju'ntmllntSThe applicant must:a) be in active service of a government agency which is under legal obligation to remit compulsory integrated premium contributions to the GSIS and is not under suspension

by GSIS for non. remittance of premiums or loan repayments in accordance \I\~thexisting GSIS policies;b) have a totallenllth of government service of at least 20 months.Amount of LoanThe loan shall be thEIamount approved by the GSIS and renacted in the salary loan \/OOCher,which may not necessarily be the amount applied for. For this purpose, the amountof loan that a member can avail will depend upon hislher basic monthly salar'} (BMS) corresponding to the latest premium paid during the last four months immediatelypreceding the month of applicationand the number of years of service in the QO\Iemmentas registered in the GSISdatabase. Ifafter 1IeIiIicationthe member does not have any1"

Ifthe member fails Itl indicate the numbElr of months of loan, it Is understood that he/she is applying for the maximum loan amount for which he/she is qualified to avail.

3. Application of Claims & Loans Interdependency Policy (CLIP) on the Loan PJoceedsThe borrower authorizes the GSIS to dEKiuctfrom the proceeds of this loan any outstanding obligations helshe may have with GSIS in order to update them or settle them inaccordance with the Claims & Loans Interdependency Policy (CLIP) of GSIS and such other applicable GSIS policies existing or hereafter promulgated. Also, should this loanbecome in arrears 01' in default, the amount due the GSIS shall be deducted from the proceeds of other loanls which he/she may avail In the Mure from the Gsrs in order toupdate or liquidate this loan. . .

4. InterestPaymentThe loan shall be chmged an interest of 12% per annum effective based on dimini:;;hing balance.

5. RepaymentPeriodThe bon'ower shall haw the option to repay the loan in 12,24, and 36 or 48 months, which he/she should indicate in the application; otherwise, the failure to specify therepayment term shall be interpreted as a preference to pay in 48 months.

6. Due Date of First Monthly and Succeeding Monthly InstallmentsIf the loan is granted on or befoRnhe 10111of the month, the first and succeeding monthly amortizations shall be due on the 10th of the following month and ellery monththereafter until the loan is fully paid respectively. If the loan is granted after the 1()1Ii of the month, the first and succeeding monthly amortizations shall be due on the 10th of thenext following month and every month thl~reafter until the loan is fully paid.

7. ServiceFeeA service fee of 1% cofthe gross loan shall be deducted from the proceeds of the Loan.

S. Salary Loan Redemption Insurance (SLRI)The approved loan shall at all time..., during its term, be automatically covered by a GSIS salary loan redemption insurance (SLRI), the corresponding premiums of which shall'be deducted from thElloan proceeds. Should the borrower die or become permanently and totally disabled while this loan is still outstanding, the theoretical belance of the loan(the balance on the t,:>anif the borrower consistently pays tlle monthly installment on or before the due dates) as of the date of death or disability of the borrower shall, by virtueof the Insurance co\lflrage. be deemed paid. In case there are srrearages on the loan, the difference between the actual balance and the theoretical balance shall be deductedfrom whatever benefits that may be due the deceased or disabled borrower. The insurance cowrage is automatically terminated when the borrower pays the loan in full. orrenews the loan, or upon expiration of the term of the loan, whicheller comes first. For this purpose. the SLRI premium rates corresponding to approved type of loan shall be inaccordance with the following scheduled rates:

TERM IN MONTHS

SLRI Pmmium Rate

I lobe deducted from loan proceeds

9. SLRI Premium CnMflt

A SLRI premium credit corresponding to the unexpired portion of the term shall be giwn to loan borrowers who renew or pay in full and if there are at least nine (9) monthsremaining on the terrn of the loan. except when the term of the loan is only for twelve (12) months.

10. Maturity of the LoanThis loan automatically matures upon retirement, separation, permanent disability or death of the borrower notwithstanding that a longer term was chosen by the borrower.Upon the maturity of the loan, the entire principal amount including all interest and other charges, shall be due and payable without need of demand or further notice, all of whichthe borrower expressly waiws.

11. Renewal of Loan

The loan may be ren,awed anytime for as, long as there are net proceeds.

12. Loan Pre-termlnatk,n

The borrower may pre-terminate the loan during its term subject to the full paymerlt of outstanding balance of the principal amount, including all interests and other charges.

13. Loan Cancellation

Once the loan is approved and the loan proceeds haw been released through chl~ or through any other mode of disbursement, the borrower has no more option to cancel theloan but only to pre-terminate it by paying the full amount of the outstanding balance including accrued interest, if any, without any right to demand for reimbursement of servicefee and such other fees that might have been collected under such loan.

14. Authority to Apply PaymentIn case of maturity Of this loan and it remains outstanding either in whole or in ~1Iirt, both for principal and interest, the GSIS is authorized to collect, deduct or withhold fromwhatewr benefits that may be due the b:>rrower, hlsiher heirs, beneficiaries, assignees or successors-in-interest, the amount equlvatent to the outstanding balance of this loan,inclusive of interest and surcharges. Such authorization shall remain effectIw unlil full payment of the loan or any other outstanding obligation of the borrower to the GSIS.It is expressly undersitoodthat any unpaid balance or outstanding obligationof the borrower to the GSIS, by virtue of this loan and/or other obligation, shall constitutea lien OWl'any benefits/claims tl1at may be due the borrower.Should such benefits/claims from the <OSIS be insufficient to cover the remaining balance, GSIS shall not be prewnted from filing the necessary civil and administratiwaction(s) for recovery either against the borrower or his estate.

15. SurchargesSurcharge of one-half percent (0.5%) sh;:l1I be imposed on ewry unpaid installment on the loan, or any portion thereof, for every month of dalay until the same is fully paid.

16. Events of Default

The following shall bJ~considered events of Default:a. Failure of the borrower to pay threE' (3) monthly amortizations, which may not necessarily be consecutiw.b. Material misrepresentation in this ~"an application committed by the borrower or Authorized Indorsing Official of the employer of the borrower.c. Failure of the borrower to comply, perform or obsel"lle any other provision, term, condition under this loan agreement.d. Failure on the ~Iart of the borrower to pay the srrearages of hislher other obligations to GSIS.e. Dismissal from service with forfeiture of benefits

17. Consequences of C,.faultIf an Event of Default occurs and continues to occur, the GSIS may, at its option declare the entire principal amount of this loan including all interest and other charges, to bedue and payable without need of demand or further notice, all of which the borrO'Ner expressly waives. Further, all GSIS loan privileges of the member-borrower shall also besuspended, except when the proceeds of the new loan shall be used to settle the anearages thereon.

18. Attorney's Fees

Should the GSIS be ,::ompelled to refer the loan or any portion thereof to an Attomey-at-Law for collection or to enforce any right hereunder against the borrower or avail of anyremedy under the law or this agreement, the borrower shall pay an amount equiwllent to twenty fiw (25%) percent of all amounts outstanding and unpaid as attorney's fees andlitigation expenses. .

19. VenueAny legal action. suit, or proceeding arl~~ng out or retating to this agreement, shall be brought or instituted in the appropriate courts In the City of pasay or such other venue atthe excIusiw option C)fGSIS. In the ellent the borrower initiates any legal action arising from or under this agreement, for whatever causes, the borrower agrees to Initiate suchaction only in the Cit). where the principa~ office of GSIS is located.

20. Transfer/Change of OffIceThe borrower shall immediately inform the GSIS of his/her transfar to any government officelagency, and for the continued remittance of his/her monthly payment on theloan, this application shall be sufficient authority for GSIS to effect collection through salary deduction from hislher new office/agency.

21. NoticesAll notices required under this agreement or for its enforcement shall be sent to the office address or postal/mailing address indicated in the personal data portion of this loanapplication or to such other addresses as may be indicated hereafter by the borrower to the GSIS. The notices sent to any of such addresses shall be valid and sufficient noticeto the borrower for all legal intents and purposes. ."

12Mos.0.8% of Loan

Amount

24 Mos.1.2% of Loan

Amount

36 Mos.1.6% of Loan

Amount

48 Mos.2.0% of Loan

Amount

LIASON OFFICER'S UNDERTAKING

I, , Liaison Officer of (agency) certifies that: (a) theindorsing officers on this application are authorized signatories; and, (b) the signatures herein of the member and indorsing officers are authentic.

- 'wW'"'....w,.. ..w....,'" 'v' ... ,. "'Y"U' .., ,-.. u"".. uW"m...... 'W'U'''WW.1 Mo. 2 Mas. BMS 3 Mos. 4 Mos. 5 Mos. 6 Mos. 7 Mos. 8 Mos.

AMOUNT OF.LOAN BMS -- BMS BMS BMS BMS BMS BMSNo. of Months In

Government Service 20 40 60 60 60 120 120 120

MIKE

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40

/'""'.. ~

UniversityofttIe PhilippinesOPENUNIVERSITY


Memorandum No.: OVCFA06-01-1

August 22, 2006

TO ALLCONCERNED

FROM:~


and Administratio~-

RE SUBMISSIONOF DOCUMENTSFORALLAPPROVED RESEARCHPROJECTS

To facilitate disbursements for approved research projects, may we remind allproject proponents of both internally and externally funded projects to furnishthe following offices with all project documents endorsed by the Researchand Publications Committee (contract, project proposal, etc including theline item budget (LIB))and approved by the Chancellor:

a. Accounting Officeb. Budget Officec. Cash Office

Effective immediately, no funds shall be disbursed unless these documentshave been provided to these offices as these are the documentaryrequirements needed in disbursing the fund of the project.

Forall approved research projects charged to the UPOUResearch Grant, theBudget Office shall prepare the individual project ALOBS.

Forguidance.

cc: Office of the Vice Chancellor for Academic AffairsAccounting OfficeBudget OfficeCash Office

LosBanos,Laguna4031Philippines Tel:(63-49)5366001to 06 AdministrativeStaffloc.201 CashOfficeloc.250 MISOloc. 451,[email protected]. www.upou.org Fax:(63-49)5366013 AccountingOfficeloc.202,230 HRDOloc.220 SPMOloc.210,211

MIKE

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41



Memorandum No. OVCFA 06-022

September 6, 2006

TO ALLCONCERNED

~ANTAVice Chancellor for Finance

and Administration~ .FROM

SUBJECT REQUESTTO CONTRACTNON-GOVERNMENT SERVICES

Please be informed that the Civil Service Commission is still reviewing allcontract for non-government services as per CSC Memorandum Circular No.17 seriesof 2002 as amended by CSC Memorandum Circular No. 24 seriesof2002.

May we remind everybody on the following:

1. A request to contract non-government services should be approvedfirst by the Chancellor before the actual engagement of the personwho will do the specified tasks;

2. The contract of services can only be executed once there is anapproved request, the requesting unit had identified the person whowill perform the said services and submitted the necessary documents(i.e. Personal Data Sheet). No contract of services will be issued prior tothe approval of the Chancellor;

3. All contract of services will be notarized charged to the unitconcerned. The same will be forwarded by HRDO to the CSC FieldOffice together with the completely filled-up Personal Data Sheet ofthe contractee within 30 days upon effectivity of the contract;

4. Request to contract services for administrative support or for clericaltasks will be requested from the Civil Service Commission en banc asper CSC Memorandum Circular No. 17 series of 2002 as amended byCSC Memorandum Circular No. 24 seriesof 2002;

5. For project personnel, relevant documents (i.e. approved proposal)should be attached to the request to contract non-governmentservices;

6. Certificate of work accomplishment for the specified period and thecertificate of acceptance by the unit head should be attached to therequest for payment of services;

7. Relevant forms are attached for information and use.

Thank you very much.

LosBanos,Laguna4031Philippines Tel:(63-49)5366001to 06 AdministrativeStaffloc.201 CashOfficeloc.250 MISOloc. 451,[email protected]'www.upou.org Fax:(63-49)5366013 AccountingOfficeloc.202,230 HRDOloc.220 SPMOloc.210,211

MIKE

Typewritten Text

42

CERTIFICATE OF WORK ACCOMPLISMENT

This is to certify that I have performed the tasks stipulated in my

contract of services as ____________________________ for the project entitled (if

applicable) ______________________________________________________________

and accomplished the following for the period _____________________________

_____________________________________________:

1.

2.

3.

4.

5.

6.

7.

8.

Issued this ____ day of ___________, _______ at

_________________________.

_____________________________

Contractee

(Signature over printed name)

CERTIFICATE OF ACCEPTANCE

This is to certify that the works accomplished as stated above are

hereby accepted by the undersigned and in consonance to the stipulations

of the contract of services entered by the parties hereto attached.

Accepted by:

_____________________________

Contractor

(Signature over printed name)

MIKE

Typewritten Text

43

University of the Philippines

OPEN UNIVERSITY

REQUEST TO CONTRACT NON-GOVERNMENT SERVICES

UNIT : __________________________________________________________

NATURE OF CONTRACT/FUNCTIONS:

( ) Initial ( ) Renewal (indicate period of latest valid contract ___________________________

( ) Project-based (Project Title) __________________________________________________________

_____________________________________________________________________________________

( ) Institutional ( ) Consultancy ( ) Administrative Support Services ( ) Pakyaw” basis PROPOSED POSITION TITLE : __________________________________________________________ DURATION : __________________________________________________________ CONTRACTED RATE : __________________________________________________________ SPECIFIC TASKS : __________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

MODE OF PAYMENT : __________________________________________________________

___________________________________________________________________________________________

___________________________________________________________________________________________

JUSTIFICATION : __________________________________________________________

__________________________________________________________________________________________

__________________________________________________________________________________________

REQUESTED BY:

____________________________ Unit Head

PERSONNEL CLEARANCE BUDGET CLEARANCE

MICHAEL P. LAGAYA AMALIA L. GECALAO-PEREZ

Chief, HRDO Chief, Budget Office

ALOBS No. _____________Fund _________

RECOMMENDING APPROVAL/DISAPPROVAL APPROVAL/DISAPPROVAL

MELINDA F. LUMANTA FELIX LIBRERO

Vice Chancellor for Finance Chancellor

and Administration

---------------------------------

*Contract of Services refers to employment that covers lumpsum work or services where no employer-employee relationship exists between the individual and the government (CSC MC.No. 17,s. 2002 Sec. 1)

After approval, the unit

should submit two original

copies of Personal Data Sheet

Rev. 5/4/06

MIKE

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44



MEMORANDUM NO. OVCFA-06~023

September 13, 2006

TO ALLCONCERNED

M~NTAVice Chancellor for Finance

and AdministratioW

FROM

SUBJECT WITHDRAWALOF SUPPLIESFROMTHEUPOU STOCK ROOM

Please be informed that withdrawal of supplies from the UPOUStock Roomwill be from 10:30 a.m. to 11:30 a.m. every Tuesday and Thursday only.Everybody isrequested to observe the said schedule.

Forstrict compliance.

Thankyou.

cc: SPMO

LosBanos,Laguna4031Philippines Tel:(63-49)5366001to06 AdministrativeStafflac.201 CashOfficelac.250 MISOlac. 451,[email protected]. www.upou.org Fax:(63-49)5366013 AccountingOfficelac.202,230 HRDOloc.220 SPMOlac.210,211

MIKE

Typewritten Text

45

-. --.. C~fj~ ff>r

Universityof U1\] PhilippinesOPENUNIVERSITY

. ---",- " ",,,...~<;'."


Memorandum No. OVCFA 06- () 1.'-1

September 19. 2006

TO MR. DANILO P. BANASIHAN

Office of the Vice Chancellor for Financeand Administration

FROM~

MELINDA F. LUMANTA

Vice Chancellor for Finan~~(and AdministratiorJ-"tv-

SUBJECT ADDITIONAL ASSIGNMENT TO SUPPLYAND PROPERTYMANAGEMENT OFFICE

Due to exigency of service. you are hereby requested to provideassistance to the Supply and Property Management Office in releasing officesupplies from the UPOU stock room from 10:30 a.m. To 11:30 a.m. everyTuesday and Thursday.

Thismemorandum willbe effective until the issuance of AdministrativeOrder by the Chancellor.

Thank you.

Cc: AllConcerned:

LosBanos,Laguna4031PhilippinesTel:(63-49)5366001to06 AdministrativeStaffloc.201 CashOfficeloc.250 MISOloc.451,[email protected] Fax:(63-49)5366013 AccountingOfficelac.202,230HRDOlac.220 SPMOlac.210,211

MIKE

Typewritten Text

MIKE

Typewritten Text

46


:ii


10 October 2006

MEMORANDUM NO. MFL 06-02~

TO: UPOU OFFICIALS, FACULTY AND STAFF

FROM: ~ANTAVice Chancellor r

SUBJECT: Assistance for the Victims of Typhoon Milenyo

It is so distressing to hear the stories of some of our colleagues here at UPOU as to howthey weathered Typhoon "Milenyo." Some lost their homes, others had to evacuatetheir homes due to mudflood and many others lost their properties and personalbelongings.

It is in moments like this that we should come together to give each other support. Weappeal to all UPOU officials, faculty, and staff to help in anyway, the victims of therecent typhoon. Please turn over your donations, either cash or in kind, to the Office ofthe Vice Chancellor for Finance and Administration c/o Lilian D. Diamante.

Thank you and God bless you for your generosity.


MIKE

Typewritten Text

47


--"'"""" ,'",y


Memo No. MFL-06-026

Date October 12, 2006

To: LEARNING CENTER COORDINATORS CONCERNED

Through: VICTORIAA. BAUTISTAVice Chancellorfor AcademicAffairs

From:~

MELINDAF. LUMANTA

Vice Chancellorand Chq~Student Loan Boar~ 1°\11'\

Subject: Application for the Student Loan Program for SS AY 2006-2007

We are furnishing you a copy of the list of applicants for the Student LoanProgram and the Board's action on their application.

Students whose application for loan has been approved by the Board shouldpresent a PNB deposit slip to the Learning Center Coordinators showing thatthey have paid the remaining amount of school fees not covered by the loan asindicated in the attached before they are considered registered.

Thank you.

LosBanos,Laguna4031PhilippinesTel:(63-49)5366001to06 AdministrativeStaffloc.201 CashOfficeloc.250 MISOloc.451,[email protected]'www.upou.org Fax:(63-49)5366013 AccountingOfficeloc.202,230 HRDOloc.220 SPMOloc. 210, 211

MIKE

Typewritten Text

48


Officeof the Vice Chancellorfor Finance and Administration

MEMORANDUM NO. OVCFA-06.a~:~

November 7,2006

TO ALL CONCERNED

~MELINDA F. LUMANTAVice Chancellor for Finance

and Administration'f

FROM

SUBJECT REPAIROFITEQUIPMENT

Please be informed that the repair of ITequipment can now be contracted toIT repair shops in your respective areas subject to the rules onbidding/procurement. There is no need to bring the equipment to MISOforrepair. Pre and post repair inspections should be done by the designatedinspector of the office.

Forguidance.

Thankyou.


~---

MIKE

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MIKE

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MIKE

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MEMORANDUM NO. OVCFA-06 ...O~

November 7, 2006

TO ALLCONCERNED

~TAVice Chancellor for Finance

and Administratiorr('

FROM

SUBJECT PHOHIBITEDACTSIN CONNECTION WITHTHEMAY 14, 2007SYNCHRONIZED NATIONAL AND LOCAL ELECTIONS

In relation to the upcoming Synchronized National and Local Elections to beheld on May 14,2007, the following are the prohibited acts as promulgatedby the Commission on Elections through its resolution No. 7707 dated August30,2006 (Memorandum No. MVG 06-112dated October 23,2006):

PeriodJanuary 14, 2007 (Sunday) toJune 13,2007 (Wednesday)

March 30, 2007 (Friday) toMay 14,2007 (Monday)

For information.

Thank you.

Prohibited ActsTransferof officers and employees inthe civil service (Sec. 261 (h), OEe)

Appointment or hiring of newemployees; creation or filing up ofnew positions; promotion or giving ofsalary increases, remuneration orprivilege (Sec. 261 (g),OEe)

Construction of public works, deliveryof materials for public works andissuance of treasury warrants or similardevices for a future undertakingchargeable against public funds(Sec. 261 (w), OEe)

Releases, disbursements orexpenditures of public funds, publicworks, social services anddevelopment (Sec. 261 (v),OEe)

LosBanos,Laguna4031PhilippinesTel:(63-49)5366001to06 AdministrativeStaffloc.201 CashOfficeloc.250 MISOloc.451,[email protected]'www.upou.orgFax:(63-49)5366013 AccountingOfficeloc.202,230HRDOloc.220 SPMOloc.210,211

MIKE

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MIKE

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~~~

Office of the.Vj~, Crumcellorfor Finance and AdministrationMtMORANDUM NO. MFl-06-029

November 9, 2006

FOR : ALLHEADSOF UNITS/OFFICESADMINISTRATIVEOFFICERS

AND OTHERSCONCERNED

: M~~AVice-Chancellor~

FROM

SUBJECT:

Please be informed that the deadline for submission of allrequests to obligate funds for various expenditures (PersonalServices, Maintenance & Other Operating Expenses, and CapitalOutlay) willbe on November 24, 2006. The requests must have therequired supporting documents like contracts, bills, etc. withcorresponding payee/creditor indicated in the Allotment andObligations Slips (AlOBS).

AllDisbursement Vouchers (DVs)necessary for the Davment ofexpenditures for the current year must be submitted to theAccounting Office not later than December 8, 2006. Kindlysee to itthat the supporting documents of the DV are complete andproperly complied with before submitting the same for processing.Thisisto avoid returning back of the DVfor necessary compliance.

Otherwise, said DVwould be considered as accounts payableinthe succeeding year. Please be reminded that payment of

LosBanos,Laguna4031PhilippinesTel:(63-49)5366001to06 AdministrativeStaffloc.201 CashOfficeloc.250 MISOloc.451,[email protected] Fax:(63-49)5366013 AccountingOfficeloc.202,230HRDOloc.220 SPMOloc.210,211

MIKE

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MIKE

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accounts payable is subject to availability of cash releases from theDepartment of Budget and Management (DBM)and to rules andprocedures on payment of accounts payable.

Those with outstanding cash advances already due forliquidation have to submit the report of expenses to the AccountingOffice by November 24, 2006 (Friday). Otherwise, the salaries

nd/other remunerationsdue them shall be Duton hold.

Cash advances intended for operations of the current yearmust be liquidated on or before January8, 2007.

Forstrict compliance.

Thank you.

EBJ/:fundobHg&payt2005

MIKE

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MEMORANDUM NO. OVCFA 06-b3b

November 28, 2006

TO ALLUPOUFACULTYAND STAFF

~MANTAVice Chancellor for Finance

and Administrationar .

FROM

SUBJECT GSISEMERGENCYLOAN

The Government Service Insurance System is now accepting Emergency Loanapplications for those residing or working in the following declared calamity areasdue to typhoon "Milenyo":

a. Lagunac. Naga Citye. Rizalg. Kaloocani. LasPinask. Pateros

b. Lucena City/Quezon Provinced. Cavitef. Manilah. Malabonj. MuntinlupaI. Taguig

Gross amount is P20,000 payable in three years with 8% interest per annumcomputed in advance.

The following are the requirements: Emergency loan application (attached),barangay certificate, certification form the office that the member is a bonafideresident of the affected area, co-maker for non-permanent employees (anygovernment employee with at least 10 years of permanent service) and copy ofpayslip (borrower and co-maker).

Deadline of submission to HRDO will be on December 14, 2006.forwarded to GSISon December 19, 2006.

Loans will be

Thankyou.

LosBanos,Laguna4031PhilippinesTel:(63-49)5366001to06 AdministrativeStaffloc.201 CashOfficeloc.250 MISOloc.451,[email protected]'www.upou.org Fax:(63-49)536'6013 AccountingOfficeloc.202,230HRDOloc.220 SPMOloc.210,211

MIKE

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Form No. A-EML-06-10

PASEGURUHAN NG MGA NAGLILINGKOD SA PAMAHALAAN Government Service Insurance System Financial Center, Roxas Blvd., Pasay City

EMERGENCY LOAN APPLICATION

IMPORTANT: Proceeds of this loan will be credited to the eCard account of the member/borrower. Prior to the filing of the accomplished application form, the member/borrower must (a) secure a tentative computation of the net loan proceeds and (b) read carefully the terms and conditions at the back hereof.

TO BE FILLED UP BY THE MEMBER/APPLICANT

Name of Applicant _________________________ _____________________ ___________________ Last Name First Name Middle Name Birth Date __________________ Policy No. ____________________ GSIS ID No. _________________ Mailing/Residential Address ____________________________________________________________ Present Office _______________________________________________________________________ Tel. No._______________ Cellphone No.________________ E-mail Address ___________________________ For DEPED Employees Only: Division No ____________ Station No. ___________ Employee No. _______

LOAN AMOUNT: P_________________

TYPE OF LOAN: New Renewal

----------------------------------------------------------------------------------------------------------------------------------------- APPLICATION AGREEMENT

I hereby acknowledge as my indebtedness to GSIS the amount approved by way of Emergency Loan and hereby agree to pay the loan principal, interest and other charges due in thirty six (36) monthly amortizations.

I hereby agree that the loan principal, interest and other charges shall be deducted from my salary. For this purpose, I hereby authorize whosoever is or will be the Treasurer/Disbursing/Collection Officer of my present or future government office to deduct from my salary the required monthly amortization.

I further agree that: 1. In the event the Treasurer/ Disbursing/Collection Officer of my present or future government office fails to deduct from my salary the said

monthly amortization and charges on due date, I shall personally pay directly to the GSIS the said amount, including penalties, surcharges and interest in order to update my account.

2. The term of this loan will immediately mature upon my retirement/separation, death or permanent disability and all outstanding balance on the emergency loan herein secured or may hereafter be secured as an additional loan shall be deducted from the proceeds of whatever benefits due as a result of the occurrence of any of the said contingencies.

3. This loan shall at all times be subject to the terms and conditions stated in this application.

I hold the GSIS free and harmless from any loss or damage resulting from improper use or misuse of my eCard.

Finally, I UNDERSTAND AND FULLY AGREE THAT THE NET PROCEEDS OF THIS LOAN WILL BE CREDITED TO MY eCARD ACCOUNT.

Upon filing of this application, it is understood that I have previously secured a tentative computation of the net loan proceeds I will receive, including the amounts deducted therefrom in payment of my unpaid obligations with GSIS and I fully conform to the same.

_________________________________________ ________________________ SIGNATURE OF MEMBER/BORROWER Date Signed

TIN: ___________________________

NOTE: The loan shall require a co-maker if the status of employment of the applicant is temporary, casual, or contractual.

CO-MAKER’S UNDERTAKING (To be filled out by the Co-Maker)

I, ____________________________________, presently residing at ________________________________________________________________ am a permanent employee in the same agency as the applicant/borrower, and, an active member of GSIS with at least ten years of permanent government service and with policy/ID number ___________________, hereby undertake to pay the above loan applied for including interests and penalties thereon in the event the applicant/borrower defaults in the payment of his/her loan obligation for whatever cause. I hereby authorize GSIS to deduct from whatever loans or claims proceeds accruing to me the aforementioned amount in order to satisfy this undertaking, aside from the usual legal remedies that GSIS may avail in the enforcement thereof. __________________________________________ ________________________ SIGNATURE OF CO-MAKER Date Signed

TO BE FILLED UP BY THE AGENCY

The undersigned officer certifies that: (1) the above signatures of the member/borrower and co-maker are authentic; (2) there is no pending administrative and/or criminal charge against them; (3) the information supplied above are true and correct based on the records of this office; (4) the member/borrower and co-maker are in active service in this agency; (5) the member/borrower and co-maker are not on leave of absence without pay; (6) in case of separation from the service of the member/borrower and co-maker, this agency shall make final payment to them only after clearance is obtained from GSIS, and, (7) the net take home pays of the member/borrower and co-maker are sufficient to cover the regular monthly amortizations due on the loan applied for.

The undersigned officer undertakes to deduct from the salary of the member/borrower, and, the co-maker should the former default in the payment of this loan, the monthly amortization due on the approved emergency loan as reflected in the GSIS Weekly Notice to Deduct/billing statement, and, remit the same to GSIS within the prescribed due date/period as provided under the terms and conditions stated in this application.

_______________________________________ ____________ Personnel Officer / Authorized Indorsing Official Date (SIGNATURE OVER PRINTED NAME)

_________________________________ ___________ Disbursing Officer / Treasurer Date (SIGNATURE OVER PRINTED NAME)

MIKE

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TERMS AND CONDITIONS

1. Eligibility Requirements A Member who is in active service and satisfies all of the following conditions may qualify for an emergency loan:

1.1 Member is a resident or is working in the area declared as a calamity area; 1.2 Member is in the service and not on leave of absence without pay. 1.3 Member has no pending administrative or criminal case. 1.4 Member has no arrearages in the payment of mandatory social insurance contributions. 1.5 Member has no loan that has been declared in default.

2. Amount of Loan The amount of emergency loan shall be P20, 000.00.

3. Interest Rate The loan shall incur interest at the rate of eight (8% p.a.) percent per annum computed in advance.

4. Term of the Loan The loan principal, interest and other charges due shall be paid in thirty six (36) monthly amortizations. The monthly amortization shall be paid thru payroll deductions. For this purpose, the Borrower shall authorize whosoever is or will be the Treasurer/Disbursing/Collection Officer of his present or future government office to deduct from his salary the required monthly amortization. It is understood that the Borrower cannot authorize the stoppage of such payroll deduction until full payment of the loan and other charges that may have accrued thereon. In the event that deduction as above authorized is not effected for whatever reason, the borrower hereby undertakes to pay directly to the GSIS any and all amortizations due.

5. Due Date of First Monthly and Succeeding Monthly Installments The first monthly amortization shall be due on or before the 10th of the following month if the loan is granted before the 10th of the month and every month thereafter until the loan is paid; or if the loan is granted after the 10th of the month, the payment shall be due on or before the 10th of the next following month and every month thereafter until the loan is paid.

6. Service Fee A service fee of 1% of the gross loan amount shall be deducted from the proceeds of the loan.

7. Crediting of Loan Proceeds The proceeds of the loan shall be directly credited to the eCard account of the borrower.

8. Maturity of the Loan This loan matures at the end of the payment term of thirty six (36) months or upon retirement, separation, permanent disability or death of the borrower if any of these events occurs before the expiration of the said term of the loan. In which case, the entire principal amount of this loan including all interest and other charges payable, shall be due and payable without need of demand or further notice, all of which are hereby expressly waived by the Borrower. If upon maturity, the loan remains unpaid, the outstanding balance (principal plus interest) shall be charged an interest of 8% per annum simple and a penalty of 0.5% per month.

9. Conditions for Renewal In the event that the granting of an emergency loan in an area is approved before the full payment of a previous emergency loan of a member-borrower, renewal shall be allowed only if twelve (12) monthly amortizations have already been paid but not earlier than the anniversary date of the previous loan. The outstanding balance of the previous loan, including surcharges, if any, shall be deducted from the proceeds of the new loan.

10. Loan Pre-termination The Borrower may pre-terminate the loan during its term subject to the full payment of outstanding balance less a pretermination discount if the pretermination is made within 24 months from date of grant as follows:

No. of months into the Term Applicable Discount

0 to 12 P3,200.00

13 to 24 P1,600.00

25 to 36 None

11. Loan Cancellation Once the loan is approved and the loan proceeds have been credited to his eCard account, the borrower has no more option to cancel the loan but only to pre-terminate it by paying the full amount of the outstanding balance including accrued interest, if any, without any right to demand for reimbursement of service fee and such other fees that might have been collected under such loan.

12. Authority to Apply Payment In case of maturity of this loan and it remains outstanding either in whole or in part, both for principal and interest, or in case any of the amortizations become in arrears, the GSIS is authorized to collect, deduct or withhold from whatever benefits or loan proceeds that may be due the Borrower, his/her heirs, beneficiaries, assignees or successors-in-interest, the amount equivalent to the outstanding balance of this loan, inclusive of interest, penalties and surcharges. Such authorization shall remain effective until full payment of the loan or any other outstanding obligation of the Borrower to the GSIS. It is expressly understood that any unpaid balance or outstanding obligation of the Borrower to the GSIS, by virtue of this loan and/or other obligation, shall constitute a lien over any benefits/claims that may be due the Borrower. Should such benefits/claims from the GSIS be insufficient to cover the remaining balance, GSIS shall not be prevented from filing the necessary civil and administrative action(s) for recovery either against the borrower or his estate.

13. Penalty charges Monthly repayments due but unpaid or paid partially shall be assessed a penalty charge of one-half (0.5) % for every month of delay on the unpaid repayment or portion thereof until the same is fully paid.

14. Emergency Loan Redemption Insurance (ELRI) This loan is compulsorily covered by ELRI for which the Member will be assessed a premium equivalent to 1.2% of the loan amount to be deducted from the proceeds of the loan. If the loan is in default, the ELRI shall be deemed lapsed and the outstanding balance of the loan shall become due and demandable. Should the Borrower die or become permanently or totally disabled while this loan is still outstanding, the theoretical balance of the loan (the balance on the loan if the Borrower consistently pays on or before the due dates) after the death or disability of the Borrower shall, by virtue of the insurance coverage, be deemed paid. In case there are arrearages on the loan, the difference between the actual balance and the theoretical balance shall be deducted from whatever benefits that may be due the deceased or disabled Borrower. The insurance coverage is automatically terminated when the Borrower pays the loan in full, or renews the loan, or upon expiration of the term of the loan, whichever comes first.

15. Events of Default The following shall be considered events of Default:

14.1 Failure of the Borrower to pay three (3) consecutive monthly installments. 14.2 Material misrepresentation in this loan application committed by the Borrower or Authorized Indorsing Official of the employer of the Borrower. 14.3 Failure of the Borrower to comply, perform or observe any other provision, term, condition under this Loan Agreement. 14.4. Dismissal from service with forfeiture of benefits

16. Consequences of Default If an Event of Default occurs and continues to occur, the GSIS may, at its option declare the entire principal amount of this Loan including all interest and other charges payable, to be due and payable without need of demand or further notice, all of which are hereby expressly waived by the Borrower. Further, all GSIS loan privileges of the Member-Borrower shall also be suspended, except when the proceeds of the new loan shall be used to settle the arrearages thereon.

17. Attorneys Fees Should the GSIS be compelled to refer the Loan or any portion thereof to an Attorney-at-Law for collection or to enforce any right hereunder against the Borrower or avail of any remedy under the law or this Agreement, the Borrower shall pay an amount equivalent to twenty five (25%) percent of all amounts outstanding and unpaid as and for attorney’s fees and litigation expenses.

18. Venue Any legal action, suit, or proceeding arising out or relating to this Agreement, shall be brought or instituted in the appropriate courts in the City of Pasay or such other venue at the exclusive option of GSIS. In the event the borrower initiates any legal action arising from or under this agreement, for whatever causes, the borrower agrees to initiate such action only in the City where the principal office of GSIS is located.

19. Transfer/Change of Office The Borrower shall immediately inform the GSIS of his transfer to any government office/agency, and, for the continued remittance of the borrower’s monthly payment on the loan, this application shall be sufficient authority for GSIS to effect collection through salary deduction from his new office/agency.

20. Notices All notices required under this Agreement or for its enforcement shall be sent to the Office Address or at Postal/Mailing Address indicated in the Personal Data portion of this loan application or as such other address as may be indicated hereafter by the Borrower to the GSIS. The notices sent to any of such addresses shall be valid and sufficient notice to the Borrower for all legal intents and purposes.

MIKE

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_c~

13 December 2006

MEMORANDUM NO. MFL 06-31

TO: UPOU OFFICIALS, FACULTY AND STAFF

~TAVice Chancellor

FROM:

SUBJECT: UPOU YEAR-END GENERAL ASSEMBLY

Everybody is enjoined to attend the UPOU Year-End General Assembly on19 December2006, 4 pm at the UPOU Headquarters, Los Bafios, Laguna.

Thank you.

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MIKE

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OVCFA List of Memoranda 2006

Documents

Transcript of OVCFA List of Memoranda 2006