CEBU NORTH & CEBU SOUTH PROVINCIAL OFFICES

ONLINE FIDELITY BONDING SYSTEM ORIENTATION

Barangays & Sangguniang Kabataan
Presentation Flow:
1. Introduction to Online Fidelity Bond
Application and Management
2. Online Fidelity Bond Process
3. Fidelity Bond Application Demo
4. Question and Answer
Online Fidelity Bonding System (OFBS)
• A module of the National Government Collection
and Modified Disbursement System (NGCDS) which
ensures safety and provides insurance protection for
employees of the Philippine Government.
• Allows to apply Fidelity Bonds online in which
application must first be authorized and proceeded
by the agency approver.

OVERVIEW OF THE FIDELITY BOND MODULE

Objectives of the OFBS:
• To provide the agency with an online facility for the
application of Fidelity Bonds.
• To lessen transaction time by providing a seamless
workflow for review and approvals
• To keep everyone safe in this time of COVID by
allowing them a venue to apply for fidelity bond
online

OVERVIEW OF THE FIDELITY BOND MODULE

 Online Filing of Bond Application

Online Payment
Fidelity Bond
Management
Processing of Bond Application
System

Create ATAP

OVERVIEW OF THE FIDELITY BOND MODULE

 BONDABLE PUBLIC OFFICIALS
USER

Fidelity Bond
Management ADMINISTRATOR/APPROVER

System Barangays

BTr USER BTr APPROVER BTr ADMIN

OVERVIEW OF THE FIDELITY BOND MODULE

 MISS MISS Admin creates the Provincial Office
ADMINISTRATOR Admin; can approve one at a time
(AUTO-APPROVE)

PO Approver
have the
authority to
approve PO
PO Admin PROVINCIAL OFFICE Users
can create PROVINCIAL OFFICE PROVINCIAL OFFICE
APPROVER
PO Approver ADMINISTRATOR USER
and Users (AUTO-APPROVE)

PO Admin can create Barangay Admin/

Approver and approve one at a time.

Brgy Admin/ BRGY Brgy Admin/ Approver can approve Brgy Users
Approver can
ADMINISTRATOR/ BRGY USER(S)
create Brgy
Users APPROVER

LEVEL OF USERS
User Management

• BTr will appoint an ADMIN that will be tasked with

USER CREATION for Agency Admins and BTr Users.
• Decentralized user management at the Agency
level allowing them to manage their own users.
1.0 BTr System Admin/MISS ADMIN
The BTr System Admin is the highest level of authority in the system
that manages the account creation and approvals of PDO accounts as
well as oversees the entirety of the system itself.
This role has the ability to:
• View the list of active admins.
• Activate and deactivate PO admins and accounts.
• See the approval list of the newly created PO admins.
• Approve and reject newly created users.

ACCOUNT ROLES
2.0 Provincial Office Accounts
2.1 Provincial Office Admin
Creates and approves user and approver roles for PO, as well as admin
roles for NGA, LGU and GOCC.
This role has the ability to:
• View the list of active agency's admins, PO approvers and PO users.
• Add new PO approvers and users.
• Add and approve new admins to each agency (NGA/GOCC/LGU).
• Deactivate all users in the activated accounts list.

ACCOUNT ROLES
2.0 Provincial Office Accounts
2.2 Provincial Approver
Approves user roles, confirms bond applications, and sends
confirmation letters.
This role has the ability to:
• See the approval list of created PO users.
• Activate bond applications.
• Approve or reject created PO users.

ACCOUNT ROLES
2.0 Provincial Office Accounts
2.3 Provincial Office User
Submit the bond applications for approval to the PO approver.
Manually creates the ATAP for bond applications, also tags them as
paid. Creates and sends the confirmation letter of activated bond
applications.
This role has the ability to:
• Generate print report in different format like MASTERLIST of Maturing
Bonds, cancelled bonds, bonded per agency type, bonded by
organization code, premia report, etc.

ACCOUNT ROLES
3.0 LGU - Brgys Accounts
3.1 Agency Admin/Approver
Creates users for the appointed agency (NGA/GOCC/LGU). Oversees
the activities of bond applications and its accounts.
This role has the ability to:
• View the list of active agency users.
• Add new users.
• Activate/Deactivate all users in the agency.

ACCOUNT ROLES
3.0 LGU - Brgys Accounts
Approves users created by Admin, approval of bond applications, and
processes online payment transactions.
This role has the ability to:
• See the approval list of the agency.
• Approve the agency users.
• Approve Bond applications.
• Process online payment transactions

ACCOUNT ROLES
3.0 LGU – Brgys Accounts
3.2 Agency User

Applies/files for Fidelity Bond online application. The client of the

system.

ACCOUNT ROLES
USER REGISTRATION
 START Brgy ADMIN/
APPROVER
Creates user with
1 ADMIN/APPROVER Role SYSTEM sends email
verification
with temporary
password to registered END
Approves the created BRGY ADMINISTRATOR
BTr Provincial 2 Admin/Approver account
Office
ADMIN

The BRGY ADMIN role:

BRGY ADMIN/APPROVER REGISTRATION (1) Create and manage users of Brgys
 For Agency Admin, a User
Enrollment Form will be emailed
for the designated Agency Admin
to fill out and once accomplished
email to the designated BTr
Provincial Office:
For Cebu North PO –
cebunorth@treasury.gov.ph

For Cebu South PO –

cebusouth@treasury.gov.ph

BRGY ADMIN/APPROVER REGISTRATION

 START
Brgy USER
1 Creates user with Brgy USER Role
SYSTEM sends email
verification
with temporary END
password to registered
BRGY 2 Approves the Brgy USER Role USER
ADMIN/
APPROVER

PUBLIC OFFICIAL role:

BRGY USER REGISTRATION (1) Registers Public Officials;
(2) Files Batch Applications
 1

1. LOG IN TO THE SYSTEM AS BRGY ADMIN/APPROVER

WITH CORRECT CREDENTIALS.

BRGY USER REGISTRATION

 3
2

2. AT THE NAVIGATION BAR, LOOK FOR “USER

MANAGEMENT”. UNDER THE USER MANAGEMENT IS
“MANAGE USERS”

3. THEN LOOK FOR “ADD USER” AND CLICK IT.

BRGY USER REGISTRATION

 4

4. FILL OUT THE

NECESSARY
INFORMATION.

5. ONCE DONE CLICK

THE “SUBMIT”
BRGY USER REGISTRATION BUTTON.
 6
7

6. AT THE NAVIGATION BAR, LOOK FOR “USER

MANAGEMENT” AND UNDER IT IS “APPROVE USERS”.

7. AT THE RIGHT SIDE YOU CAN SEE THE OPTION TO

“APPROVE/REJECT” THE CREATED USER.

SYSTEM sends email verification

with temporary password to registered Brgy
USER
BRGY USER REGISTRATION
FIDELITY BOND APPLICATION
 Fidelity Bond Application
• Online Fidelity Bond Calculator
• Follows a hierarchical approval process
• Review and approval processes are done in the system
• Creation of ATAP is still present
• Logs and audits transactions and processes done
• Can be paid online thru LinkBiz of LBP but flexible as well to
allow OTC payments.

FILING OF APPLICATION PUBLIC OFFICIAL

 APN1
START 1

SUBMIT Yes, PAY

FILL-UP ONLINE APPLICATION ONLINE
FORM GF57
SK & BRGY FN(unique)
PUBLIC Yes, SUBMIT TO
SUBMIT DOCUMENTS
OFFICIAL BTR

2
Yes

Approve?

Approves/
BRGY
rejects
ADMIN/ Application
No
APPROVER
1

FILING OF APPLICATION PUBLIC OFFICIAL

 FN(unique)

SUBMIT

OVER THE COUNTER

LINKBIZ, MDS

IF PAID, REVIEW,
PREPARE
CONFIRMATION
LETTER
2
REVIEW, PREPARE ATAP

BTr
BTr
PO CHIEF
PO USER
PREPARE
CONFIRMATION APPROVE
LETTER BOND
CONFIRMATION

FILING OF APPLICATION PUBLIC OFFICIAL LETTER

 APN1
START 1

FILL-UP ONLINE
APPLICATION FORM GF57
SK & BRGY FN(unique)
PUBLIC
OFFICIAL
No 1
FN(unique)
2 Yes, PAY ONLINE

Approve?

AGENCY Approves/
ADMIN/ rejects LINKBIZ
APPROVER Application Yes, SUBMIT TO BTR

3 IF PAID, REVIEW, PREPARE IF UNPAID, REVIEW, 4

CONFIRMATION LETTER PREPARE ATAP

PREPARE APPROVE
CONFIRMATION LETTER CONFIRMATION
BTr PO
LETTER
USER
BTr PO
END CHIEF

FILING OF APPLICATION PUBLIC OFFICIAL

 APN1, APN2…
START 1

FILL-UP ONLINE
APPLICATION FORM GF57
BRGY USER FN(unique)

No 1
FN(unique)
2 Yes, PAY ONLINE

Approve?

AGENCY
Approves/
ADMIN/ rejects LINKBIZ
APPROVER Application Yes, SUBMIT TO BTR

3 IF PAID, REVIEW, PREPARE IF UNPAID, REVIEW, 4

CONFIRMATION LETTER PREPARE ATAP

PREPARE APPROVE
CONFIRMATION LETTER CONFIRMATION
BTr PO
LETTER
USER
BTr PO
END CHIEF

FILING OF APPLICATION BATCH FILING (AGENCY)

FIDELITY BOND APPLICATION:

FILLING OUT OF FORMS (BRGY USER)

 1

LOG IN TO THE SYSTEM AS BRGY USER WITH

CORRECT CREDENTIALS.

FILING OF APPLICATION IN THE OFBS

 2

IN THE NAVIGATION PANEL CLICK MANAGE FIDELITY

BOND.

FILING OF APPLICATION IN THE OFBS

 3

CLICK NEW BOND.

FILING OF APPLICATION IN THE OFBS

4

Input the required Personal Information and then click

on the ‘Continue’ button to proceed to the next screen.
The system will prompt for any missing or invalid
entries.
FILING OF APPLICATION IN THE OFBS
 ACCOUNTABILITY OF THE BARANGAY CAPTAIN

TOTAL AVAILABLE FUNDS IN

THE BRGY APPROPRIATION
ORDINANCE

FILING OF APPLICATION IN THE OFBS

FILING OF APPLICATION IN THE OFBS ACCOUNTABILITY OF THE BARANGAY CAPTAIN
 ACCOUNTABILITY OF THE BARANGAY TREASURER

FILING OF APPLICATION IN THE OFBS

FILING OF APPLICATION IN THE OFBS ACCOUNTABILITY OF THE BARANGAY TREASURER
 ACCOUNTABILITY OF THE BARANGAY TREASURER
AS THE KALAHI - SDO

AMOUNT OF GRANT
ALLOCATION FOR THE BRGY

FILING OF APPLICATION IN THE OFBS

FILING OF APPLICATION IN THE OFBS ACCOUNTABILITY OF THE BARANGAY TREASURER
 ACCOUNTABILITY OF THE SK CHAIRPERSON

TOTAL AVAILABLE FUNDS IN

THE BRGY APPROPRIATION
ORDINANCE

FILING OF APPLICATION IN THE OFBS

FILING OF APPLICATION IN THE OFBS ACCOUNTABILITY OF THE SK CHAIRPERSON
 ACCOUNTABILITY OF THE SK TREASURER

TOTAL AVAILABLE FUNDS IN

THE BRGY APPROPRIATION
ORDINANCE

FILING OF APPLICATION IN THE OFBS

FILING OF APPLICATION IN THE OFBS ACCOUNTABILITY OF THE SK TREASURER
 5

CLICK ON THE FINISH BUTTON TO SUBMIT THE BOND

FOR AGENCY APPROVAL.

FILING OF APPLICATION IN THE OFBS

 The system will return to the Manage Fidelity Bond
Applications window and display the newly created bond
with a status of “FOR AGENCY APPROVAL”.

FILING OF APPLICATION IN THE OFBS

FIDELITY BOND APPLICATION:

APPROVAL OF FORMS (BRGY ADMIN/

APPROVER)
 1

LOG IN TO THE SYSTEM AS BRGY ADMIN/APPROVER

WITH CORRECT CREDENTIALS.

APPROVAL OF APPLICATION IN THE OFBS

 2

IN THE NAVIGATION PANEL CLICK FIDELITY BOND

APPROVAL.

APPROVAL OF APPLICATION IN THE OFBS

 IT WILL SHOW THE
LIST OF FIDELITY
BONDS FOR
APPROVAL.
CLICK ON THE 3
APPROVE BUTTON OF
THE BOND YOU WISH
TO TRANSACT.

APPROVAL OF APPLICATION IN THE OFBS

4

REVIEW THE PERSONAL INFORMATION AND CLICK ON

THE “NEXT PAGE” BUTTON THE APPROVAL PROCESS
SHALL CONTINUE OR CLICK “SUSPEND APPLICATION”
IF APPROVAL PROCESS SHOULD BE SUSPENDED
APPROVAL OF APPLICATION IN THE OFBS
 5

APPROVAL OF APPLICATION IN THE OFBS

 6

APPROVAL OF APPLICATION IN THE OFBS

APPROVAL OF APPLICATION IN THE OFBS
FIDELITY BOND APPLICATION:

LIST OF BONDED PREPARATION (BRGY

USER)
 1

LOG IN TO THE SYSTEM AS AGENCY USER WITH

CORRECT CREDENTIALS.

APPROVAL OF APPLICATION IN THE OFBS

APPROVED APPLICATION IN THE OFBS (PREPARATION OF LIST OF BONDED)
APPROVED APPLICATION IN THE OFBS (PREPARATION OF LIST OF BONDED)
APPROVED APPLICATION IN THE OFBS (PREPARATION OF LIST OF BONDED)
APPROVED APPLICATION IN THE OFBS (PREPARATION OF LIST OF BONDED)
FIDELITY BOND APPLICATION:

PRINTING OF APPROVED FIDELITY BOND

APPLICATION FORM
APPROVED APPLICATION IN THE OFBS (FIDELITY BOND APPLICATION FORM)
APPROVED APPLICATION IN THE OFBS (FIDELITY BOND APPLICATION FORM)
FIDELITY BOND APPLICATION:

RENEWAL/CANCELLATION/RETIREMENT
 1

LOG IN TO THE SYSTEM AS AGENCY USER WITH

CORRECT CREDENTIALS.

RENEWAL/CANCELLATION/RETIREMENT OF BOND
 2

IN THE NAVIGATION PANEL CLICK MANAGE FIDELITY

BOND.

RENEWAL/CANCELLATION/RETIREMENT OF BOND
 3

IN THE NAVIGATION PANEL CLICK “CANCEL BOND”.

RENEWAL/CANCELLATION/RETIREMENT OF BOND
 SELECT THE REASON FOR CANCELLATION IN THE
BOND CANCELLATION POP UP WINDOW.

RENEWAL/CANCELLATION/RETIREMENT OF BOND
 UPDATE PERSONAL INFORMATION FOR ANY CHANGES.
THEN PROCEED UNTIL TO FINISH THE APPLICATION
FOR APPROVAL BY THE AGENCY APPROVER.

RENEWAL/CANCELLATION/RETIREMENT OF BOND
 THANK YOU.

ONLINE FIDELITY BONDING SYSTEM ORIENTATION

 CEBU NORTH & CEBU SOUTH PROVINCIAL OFFICES

ONLINE FIDELITY BONDING SYSTEM ORIENTATION

Barangays & Sangguniang Kabataan