CITIZEN’S CHARTER

CERTIFICATION AS TO AVAILABILITY OF APPROPRIATION

ABOUT THE SERVICE:

The Obligation Request is a prerequisite in payment of claims. The Office of the City Budget Officer certify as to availability of appropriations and allotments to which the expenditures and obligations may be properly charged (Sec. 344, RA No. 7160)


OFFICE DIVISION:

Office of the City Budget Officer

TYPE OF TRANSACTION:

G2G - Government to Government

Classification:

Simple

WHO MAY AVAIL:

LGU Offices/Department/Unit


CHECKLIST OF REQUIREMENTS:

CHECKLIST OF REQUIREMENTS WHERE TO SECURE 
1. Obligation Request (ObR) Form with signature (3 original copies) Requesting LGU Offices/Department/Unit
2. Purchase Order (1 original copy and 1 photocopy) BAC
3. Approved Purchase Request (1 original and 1 photocopy) Requesting LGU Offices/Department/Unit
4. Approved Activity/Project Design (1 photocopy, for reference only) Requesting LGU Offices/Department/Unit
5. Approved Program of Works (1 photocopy, for reference only) Requesting LGU Offices/Department/Unit
6. Approved Annual Procurement Plan (APP) (1 photocopy, for reference only) BAC
7. Project Procurement Management Plan (PPMP) (1 photocopy, for reference only) Requesting LGU Offices/Department/Unit
8. Approved Budget for the Contract (ABC) (1 photocopy, for reference only Requesting LGU Offices/Department/Unit
9. Pre-audited Itinerary of travel (1 photocopy and at least 1 original copy) Requesting LGU Offices/Department/Unit
10. Pre-audited Liquidation Report (1 photocopy and at least 1 original copy Requesting LGU Offices/Department/Unit
11. Pre-audited Payroll (1 photocopy and at least 1 original copy)) Requesting LGU Offices/Department/Unit

 

CLIENT STEPS:

 CLIENT STEPS AGENCY ACTION FEES TO BE PAID PROCESSING TIME PERSON RESPONSIBLE
1. Submit Obligation Requests (ObR) with necessary documents based on the claim duly signed by the Head of Office/ Authorized Representative 1.1 Receive the ObR, affix the date and time of receipt, encode (on the received obligations request logbook) and forward to assigned budget analyst None 2 minutes Budgeting Assistant
City Budget Office
  1.2 The personnel assigned will review the documents attached and determine availability of appropriation and allotment. (Charge against appropriate fund source)

1.2.1 If there is sufficient balance:
• process obligation requests, encode on the budget system, assign ObR number, record in the processed ObR logbook and forward to City Budget Officer for signature

1.2.2 If there is insufficient balance:
• return the document to the corresponding office
None 5 minutes Budget Officer I
City Budget Office
or
Budget Officer II
City Budget Office
or
Budget Officer III
City Budget Office
or
Supervising Admin
Officer
City Budget Office
  1.3 The City Budget Officer/ authorized representative will sign the Obligation Requests certifying the availability of funds. None  1 minute City Budget Officer
City Budget Office
  1.4 Detach a copy of the ObR Form and…

1.4.1 With procurement transactions
• Approved Purchase Request (photocopy)
• Purchase Order (photocopy)

1.4.2 Non procurement transactions
• Pre-audited Payroll
• Approved Itinerary of travel
None 1 minute Budgeting Asst.
City Budget Office
2. Receive the processed obligation requests 2.1 Record and release the processed obligation requests None  1 minute  Budgeting Asst.
City Budget Office
  TOTAL  None 10 minutes  
    END OF TRANSACTION    

 

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