SBM Dimension4 FRMM Session 5

F T
REGIONAL DIVISION-BASED COACHING
A
ON THE REVISED
SCHOOL-BASED MANAGEMENT (SBM)
R
FRAMEWORK, ASSESSMENT PROCESS AND TOOL
D
(APAT)
July 26-28, 2023
Madison Hotel and Park
F T
SCHOOL-BASED MANAGEMENT (SBM)
R A
DIMENSION 4: FINANCE and
RESOURCE MANAGEMENT and
D MOBILIZATION
F T
R A
Money, like emotions,
is something you must
control to keep your
D
life on the right track
- Natasha Munson
T
DIMENSION 4: FINANCE and RESOURCE
F
MANAGEMENT
School and
judiciously manages MOBILIZATION
and mobilizes resources to support school
programs, projects, and activities that contribute to the improvement of
A
learning outcomes
R
The school ensures that programs, projects and activities are
a nda
St funded as reflected in the school plan
r
D
The school ensures that procurement activities are
da dwithin the approved plan and budget as required by
Stan rlaw
d1
MANAGEMENT and MOBILIZATION
F T
A
The school funds are disbursed and utilized in accordance to
t a nd a accounting and auditing rules and regulations
R
S r
D
a d
The school implements management strategies to mobilize
Stan d resources
r
d3
F T
MANAGEMENT and MOBILIZATION
A
The school ensures that assets are properly managed and fully
t a n da utilized
S
R
r
dThe school complies to all physical and financial reportorial
D
t a nd a requirements in a timely and accurate manner
S r
d5
n d a rThe school ensures that programs, projects and activities are
S t a funded as reflected in the school plan
T
d
F
Level 1 Means of Verifications
A
1
The school identifies
programs, projects  Approved SIP
R
and activities and
fund requirement as
reflected in the:  Approved AIP/APP/WFP
D
school plan
t a n d a The school ensures that programs, projects and activities are
S funded as reflected in the school plan
T
r
F
d
 Established partnership as
A
The school ensures
fund requirement to evidenced by a MOA/MOU
1
address priority
R
improvement areas  Deed of Donation with
as reflected in the acknowledgment receipt/letter
D
school plan
:  Approved WFP/AIP
T
r Means of Verifications
Level 3
F
d
The school and its
A
stakeholders ensure the  Approved project
availability of fund
proposals/resolutions/request letter in
1
requirements for
R
support of the AIP to be funded from
programs, projects, and other funds such as SEF, alumni,
activities that PTA, etc.
D
supplement the school
:
plan through innovative
ways
T
Level 3
F
d
The school and its
A
stakeholders ensure the  Fund generation initiated by the
availability of fund stakeholders
1
requirements for
R
programs, projects, and  SGC initiated PPAs
activities that
D
supplement the school  SOB
:
plan through innovative
ways
S t a n d funded as reflected in the school plan
T
a Means of Verifications
Level 3
F
r
The school and its
 Income -generating projects
A
d
stakeholders ensure
the availability of fund
requirements for  MOA/MOU
R
programs, projects, and
activities that
1  Approved resolutions
D
supplement the school
plan through innovative  Liquidation reports
ways
:
T
Level 4
F
r
The school shares its  Documents in sharing Best
A
d
effective fiscal planning
and budgeting practices
Practice on fiscal planning and
budgeting practices
within a community of
R
schools to encourage  Benchmarking of other schools on
1
efficiency and influence effective FRMM duly
D
high performance acknowledged by the higher
among them authority
:
T
Level 4
F
r
The school shares its  Certificate of Recognition of higher
A
d
effective fiscal planning
and budgeting practices
authority
 Project Accomplishment Report (PAR)
R
schools to encourage  No AOM
1
efficiency and influence
D
high performance  Filed staff conference and ManCom
among them
 Minutes of Meetings
:
t a n d a The school ensures that procurement activities are
S within the approved plan and budget as required by law
T
r
F
d
 Attendance to Division initiated
A
The school is aware of training/orientation on Awareness
2 of RA 9184
R
systems and processes
on procurement as
required by law  Certificate of participation to
D
PHILGEPS training (for IUs)
:
T
r
F
d
A
The school is aware of  Establishment of BAC
2
R
systems and processes
on procurement as  Procurement documents
required by law
D
 Copy of approved APP and PPMP
:
T
r
F
d
The school sets in
A
place systems and  List of established localized
processes to ensure procurement procedures
2
R
that procurement
 PHILGEPS (for IUs)
activities are within the
D
approved plan and
budget as required by - BAC Resolutions
law :
T
r
F
d
The school sets in
A
place systems and (For UIs)
processes to ensure - BAC Duties and Responsibilities
2
R
that procurement
- BAC Documents
activities are within the
D
approved plan and
 Citizen’s Charter
budget as required by
law :
T
r
F
d
The school and its
A
stakeholders identify  Inspection and Acceptance report
and adopt innovative
2
R
ways for the timely  Purchase request
procurement of goods
 Copy of innovative procedures on
D
and services within the
approved plan and procurement of goods and services
budget :
T
r
F
d
The school and its
A
stakeholders identify  One-time procurement
and adopt innovative
2
R
ways for the timely  Purchase Orders
 RFQ
D
and services within the
approved plan and
budget :  Liquidation reports
T
r
F
d
The school promotes  Report on Financial Management
A
innovative practices (Best Practices)
and shares information
2
R
within a community of  Summary of liquidation report
schools to achieve duly signed by the accountant cc.
D
efficiency in the SH and SGC
and services :  District convocation
T
r
F
d
The school promotes
A
innovative practices  Letter from other schools as
and shares information benchmarking sites
2
R
schools to achieve
D
efficiency in the  School to school partnership
and services :
t a n d a The school funds are disbursed and utilized in accordance to
S accounting and auditing rules and regulations
T
r
F
d
A
DISBURSEMENT
 PPMP
3
The school disburses
R
 AIP
funds based on the
Monthly Cash Programs
D
 Monthly Cash Program
or School Operation
Budget :  CDR
T
r
F
d
UTILIZATION
R A
The school is about to
meet the minimum3
required utilization of
funds in accordance to
 Certificate of Percentage of Fund
Utilization
D
accounting and auditing
:
rules and regulations
T
Level 2
F
d  PPMP
DISBURSEMENT
A
 AIP
The school ensures that
3
R
funds are disbursed as  Monthly Cash Program
planned and in
 CDR
accordance to
D
accounting and auditing  Liquidation report with stamp
:
rules and regulations received by the Division Accountant
T
r
F
d
UTILIZATION
R A
The school meets the
minimum required3
utilization of funds in
accordance to
 Certificate of Full Utilization of
Monthly downloaded MOOE
funds
D
accounting and auditing
:
rules and regulations
T
Level 3
F
d
DISBURSEMENT
 PPMP
A
The school adopts
3
innovative disbursement  AIP
R
practices with full
transparency to its  Monthly Cash Program
D
stakeholders in accordance
:
to accounting and auditing
rules and regulations.
 CDR
T
Level 3
F
d
DISBURSEMENT
A
 Liquidation report with stamp
The school adopts received by the division
3
innovative disbursement
R
accountant
practices with full
transparency to its
D
stakeholders in accordance  Updated Transparency Board
:
T
Level 3
F
d
DISBURSEMENT
A
 Minutes of previous periodic
The school adopts meetings with online financial
3
innovative disbursement information management system
R
practices with full
transparency to its  Recognized and benchmarked
D
stakeholders in accordance innovation on school
:
disbursement best practices
T
Level 3
F
d
UTILIZATION
 Consolidated Monthly utilization
A
The school with its and liquidation report duly signed
stakeholders ensures that by the accountant or noted by the
3
R
the effective disbursement stakeholders
and full utilization of funds
 100% of Full MOOE utilization
D
are sustained and
innovative means to
:
improve are developed
 Updated transparency board
T
Level 4
F
d
DISBURSEMENT  PPMP
A
The school shares information
and innovative practices on
 AIP
3
R
effective disbursement in
accordance to accounting and  Monthly Cash Program
D
auditing rules and regulations to
effect sustainable improvement  CDR
:
within a community of schools
T
r
F
DISBURSEMENT d
 Liquidation report with stamp
A
The school shares information received in the division
3
R
effective disbursement in  Updated Transparency Board
accordance to accounting and
auditing rules and regulations  Minutes of previous periodic
D
to effect sustainable meetings with online financial
improvement within a
community of schools
: information management system
T
Level 4
F
d
DISBURSEMENT
A
 Recognized and benchmarked
The school shares information
innovation on school
3 disbursement best practices
R
effective disbursement in
accordance to accounting and
auditing rules and regulations
D
to effect sustainable  100% Full MOOE utilization
improvement within a
: report
T
Level 4
F
d
UTILIZATION
A
 Advocacy campaign for effective
The school encourages the fund utilization
3
efficient disbursement and
R
utilization of funds within a  Documents showing of effective
community of schools by practices on disbursement and
D
sharing effective ways that utilization of funds
:
influence positive changes
in the practices
a n d a The school implements management strategies to mobilize resources
St r
F
Level
d 1 T Means of Verifications
A
The school has
R
4
management strategies
in place to mobilize
resources
 Social Mobilization and
Networking Plan
 Process flow in accepting donations
D :
St
T
Level 2
F
d
 List of implemented social
A
mobilization and networking
The school implements
4 activities
R
effective management
strategies to mobilize
 Records on accepted donations
resources
D
(Cash or Materials) or any other
: resources generated
St
T
Level 3
F
d  List of institutionalized and innovative
A
social mobilization and networking
The school, with its practices
stakeholders, 4
R
 Documented innovative practices on
institutionalizes asset management
innovative practices on
D
resource mobilization  Locally initiated and institutionalized
: project/ innovation with
accomplishment report
St
T
r
F
d
The school shares
A
information about  List of innovative social mobilization
effective practices on and networking practices
4
R
resource mobilization that adopted/adapted by other school
has positive influence on
the management  Documents showing sharing of best
D
strategies of the practices on resource mobilization
:
St
T
r
F
d
The school shares
A
information about
effective practices on  Documented activities on the
4
R
resource mobilization that sharing of innovations on asset
has positive influence on management to a community of
the management
D
school
strategies of the
:
a n d a The school ensures that assets are properly managed and fully
St utilized
T
r
F
d 1
Level Means of Verifications
R A
The school is aware of
5
the existing asset
management policy
:
 Asset Management Activities such
as inventory, tagging, etc.
D
St utilized
T
r
F
Level Means of Verifications
d 2
A
The school complies  List of established localized Asset
with asset management Management Procedures
5
R
policy to ensure that
assets are properly  Documents on acquisition,
:
managed and fully
D
distribution, utilization, and
utilized disposal of properties
a n d a The school ensures that assets are properly managed and fully utilized
St
T
r
F
d
The school and its  List of innovative procedures adopted
A
stakeholders ensure that by the school and its stakeholders for
the proper management the efficient Asset Management
5
R
and full utilization of  Semestral/updated inventory report of
assets are efficiently
: properties
D
sustained through
innovative practices  Property management and utilization
report
St utilized
T
Level 4
F
d
The school creates a
 List of innovative Asset Management
A
venue for a community
of schools to share procedures adopted/adapted by other
5 schools for full utilization of
R
information and
resources
innovative practices on
:
asset management that  ACR of the best practices
D
results to improved
 Application of Insurance
performance
a n d a The school complies to all physical and financial reportorial
St requirements in a timely and accurate manner
T
Level 1
F
d  DPDS report
A
 List of submitted of Physical and
The school complies to
6 Financial Reports
R
all physical and
(PTA/Canteen/IGP)
financial reportorial
:
D
requirements  Transmittal Report to the district on
inventory of properties
The school complies to all physical and financial reportorial
S t a n d requirements in a timely and accurate manner
T
Level 1
F
r  School Site Development Plan
A
d  Land ownership documents (land
The school complies to title/deed of donations/Usufruct/tax
R
all physical and declaration)
6  hard copy of NSBI
D
requirements
 copies of approved APP, PPMP, WFP,
: AIP
T
Level 2
F
r  hard copy of NSBI
A
d
The school complies  MOOE liquidation report showing timely
to all physical and and accurate submission
R
 Certification from Division accountant on
requirements in a
6 the timely and accurate submission of
D
timely and accurate liquidation reports
manner
:  No AOM
T
Level 3
F
r
A
The school ensures that
d to
reports are used  ACR of Quarterly SMEA
improve PAPs
R
implementation and
6
fund utilization, and are  Copy of SOSA
D
properly communicated
to stakeholders :
T
Level 4
F
r  Copy of adjusted AIP/APP with
The school
A
d the
institutionalizes justification based on the result of
SMEA/lessons learned
regular use of reports as
R
feedback mechanism to
improve physical and  Copy of SOSA containing
6
financial management comparative data showing
D
systems within a improvement of Physical and
:
community of schools Financial Management
F T
R A
End

SBM Dimension4 FRMM Session 5

Uploaded by

Document Information

Original Description:

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

SBM Dimension4 FRMM Session 5

Uploaded by

Copyright:

Available Formats

F T

REGIONAL DIVISION-BASED COACHING

t a nd a accounting and auditing rules and regulations

 Process flow in accepting donations

St requirements in a timely and accurate manner

S t a n d requirements in a timely and accurate manner

S t a n d requirements in a timely and accurate manner

S t a n d requirements in a timely and accurate manner

S t a n d requirements in a timely and accurate manner

You might also like