DIMENSION 1 DIMENSION 2 DIMENSION 3 DIMENSION 4 DIMENSION 5 DIMENSION 6 Summary of Level of

Curriculum and Finance & Resource Human Resource & Certificate

Leadership Instruction
Learning Environment
Management Governance Team Development Results Practice

Republic of the Philippines

Department of Education
NAME OF DIVISION OFFICE

SBM EVALUATION
Name of School: CANTORATOY ELEMENTARY SCHOOL Name of School Head: JUAN DELA CRUZ
SBM Dimension: FINANCE AND RESOURCE MANAGEMENT AND MOBILIZATION
Standard MOVs for Level 1 MOVs for Level 2 MOVs for Level 3 MOVs for Level 4
-Established partnership as evidenced by a -Approved project -Documents in sharing Best Practice on fiscal
-AIP/APP/WFP
MOA, MOU, Deed of Donation with proposals/resolutions/request letter in planning and budgeting practices
-Benchmarking of other schools on effective
-List of PPAs -WFP/AIP -SGC-initiated PPAs
FRMM duly acknowledged by higher authority.
-SIP -SOB -Cert of Recognition of higher authority
1.The school
ensures that -Budget work plan matrix -Income-generating projects -Project accomplishment report
programs, projects
-MOA -PIR
and activities are
funded as reflected -Approved resolutions -SMEA
in the school plan
-Liquidation reports -No AOM

-Field Staff Conference and ManCom

-Minutes of Meeting

Standard MOVs for Level 1 MOVs for Level 2 MOVs for Level 3 MOVs for Level 4
-Attendance of training on Awareness of RA
-Establishment of BAC -Advisory of DBM -Report on Financial Management (Best Practices)
9184 (Procurement Law)
-Mentoring and Coaching on procurement
-Procurement documents -Documented innovations -District convocation
process
- Certificate of participation to PHILGEPS -Audit Observation Memo/Summary of
-Copy of APP and PPMP -APP/PPMP
training Liquidation Report duly signed by PSDS, PTA
2.The school -BAC -Copy of the SIP Appraisal Tool -Inspection and Acceptance Report -Recognitions received
ensures that
-AP -PhilGEPS -Purchase request -Letters from other schools as benchmarking sites
procurement
-Copy of innovative procedures on
activities are within -BAC Resolutions -School to school partnership
procurement of goods and services
the approved plan
-BAC duties and responsibilities -Bulk procurement
and budget as
required by law -Minutes of Bids and Awards -Purchase Orders

-Citizen’s Charter -APP

-RPQ

-Liquidation reports
 Standard MOVs for Level 1
DISBURSEMENT
-Cash in bank register / Cash Disbursement
Register to be compared to School Operating
-Cash disbursement receipts
-Liquidation report vs. SOB
MOVs for Level 2
-Liquidation reports (on time submission)
-Subsidiary ledger
-Monthly Disbursement Program
MOVs for Level 3
-Financial Transparency Board
-Updated & Innovative Monthly Cash
Disbursement Based on Monthly
-Updated transparency board
MOVs for Level 4
-Documents on effective disbursement practice
-Updated & Innovative Monthly Cash
Disbursement Based on Monthly Disbursement
-Online financial information management system

-MOOE report disbursement voucher -Monthly Cash Disbursement Register -MOOE report -MOOE liquidation report
3.The school - Minutes of Periodic meeting with -Certificate of Recognition as Resource Speaker on
-MOOE report
funds are stakeholders on Fiscal management Effective Disbursement
-Recognized innovations on school disbursement
-SOB
disbursed and practices by higher authority
utilized in UTILIZATION
accordance to -Less than 75 % as seen in Subsidiary Ledger -75 % as seen in Subsidiary Ledger or any
-Timely and full liquidation of downloaded
-Documents showing of sharing effective practices
funds as seen in Subsidiary Ledger or any
accounting and or any applicable documents applicable documents
applicable documents
on disbursement and utilization of funds
auditing rules - -Consolidated monthly report signed by the
-Consolidated Monthly Report on the -Consolidated Monthly Utilization of Funds -Consolidated Monthly Actual Disbursement and
Utilization of Funds signed by the signed by the Accountant and noted by the Utilization of Funds signed and reported by
and regulations School Head
Accountant stakeholders stakeholders to all schools in the

-MOOE utilization report -MOOE utilization report -MOOE utilization report district

-60% of the disbursed fund being utilized -Transparency Board -MOOE utilization report

-Advocacy Campaign for Effective Fund

-100% of the disbursed fund being utilized
Utilization

Standard MOVs for Level 1 MOVs for Level 2 MOVs for Level 3 MOVs for Level 4
-Availability of Social Mobilization and -Documents showing sharing of best practices on
-Implementation of Social -Increased number of partners
networking plan resource mobilization
-Minutes of the orientation on the existing -Mobilization and networking plan as -Documented activities on the sharing of
-Property custodian report
asset management policies evidenced by established partnership innovations on asset management to a community
-Partnership database system -Inventory of properties -No COA Observation report -Report on identified Best Practices
-Minutes of the Planning Meeting of the -Documented innovative practices on asset
4.The school -SMEA report and SRC -SOSA
school’s SOCMOB management
implements -Inventory Custodian’s Slip/Logbook of
-List of partners -Report on Stakeholder Convergence -Publication/Social Media
management Materials
-Locally initiated and institutionalized
strategies to -Resource mobilization plan -Copy of Capsule Proposal for Stakeholders -Marketing
project/innovation with accomplishment
mobilize resources -Process flow in accepting donations -Copy of Letters sent to stakeholders -School accounts in accepting donations -Stakeholder convergence
- School and stakeholders innovation on
-MOA/MOU
resource mobilization plan
-Implementation record of mobilization plan

-Records on accepted donations

 Standard MOVs for Level 1 MOVs for Level 2 MOVs for Level 3 MOVs for Level 4
-Inventory of Property Plant and Equipment,
Documentation of disposal unserviceable -Updated records of PPE, disposable
-Attendance to orientation, coaching and properties as applicable, Documentation of unserviceable materials, condemnation of -Documents showing sharing of best practices on
mentoring on Asset Management Policy condemnation and demolition of school school buildings, participation of stakeholders asset management
buildings, presence of school site in the conduct of inventory, disposal
development plan
5.The school
ensures that assets
are properly -School Inventory Report -Tracking system -Technology-based asset management system -Report on the Caravan of Best Practices
managed and fully
utilized

-Property management and utilization report -Work flow

Standard MOVs for Level 1 MOVs for Level 2 MOVs for Level 3 MOVs for Level 4
-Any document showing timely submission -Minutes of meeting disseminating the -Documentation of discussion of financial and
-Transmittal of physical and financial reports
of accurate financial reports utilization of funds in relation to PAPs fiscal report during SMEA
-SMEA reports are available done by the SH, -Advocacy on the implementation and
-School Site Deed of Donation -School Development Plan
some coordinators and teachers with improvement of a collaboratively developed,
-School Building Inventory duly signed by -Consolidated M & E satisfaction Survey
-School Building Inventory -SHARE
the Division Engineer, School Head and (localized tool)
-Minutes of the SHARE (School Heads
6.The school -Monthly MOOE Liquidation (CDR) -No Audit Observation memo -Analysis, Finding and Recommendation
Accomplishment Report in Education)/SOSA
complies to all -No unliquidated cash advances /Liquidated
-PTA, Canteen, IGP Liquidation -Attendance -SOSA documentation
physical and on Time
financial reportorial -Financial reports -Timely submission of financial reports -Photos with caption -M&E report of stakeholders
requirements in a
-Bulk procurement -Approved liquidation Reports -School Site Title
timely and accurate
-Validated Inventory of School Plants,
manner -Purchase Orders
Properties, Equipment
-SRC Reporting
- Program of Work/Resolution/Solicitation
-APP -Improvement plan based on report
Letter
-RPQ -Core processes aligned to ARTA

-Building status report