eRPMES Monitor's Guide Version 2

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eRPMES Monitors Guide

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Introduction

The Online Regional Project Monitoring and

Evaluation System (eRPMES)

The Online Project Monitoring is an internet-based solution tofacilitate the enrollment, submission and generation of monitoring

reports patterned after the RPMES. It enables users to update peri-

odic project accomplishment reports and access up-to-date infor-

mation on project status. The system likewise generates and providesinformation on the performance of agencies taking into consideration

the employment generation, physical accomplishment and funding

utilization of their projects included in the Annual Project Monitoring

Plan.


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Republic o f the Philippines

REGIONAL DEVELOPMENT COUNCIL

Region 1c/o NEDA Regional O ffice No. 1

Heroes Hi ll, Guerrero Road, City of San Fernando, 2500 La Unio n

Tel Nos. 888-5501 * 888-2679 * 888-2680 * 700-0856 Fax no. 888-2708 E-mail address: [email protected] Web Address: http//www .neda1.net

RDC OFFICIALS

GOV. DEOGRACIAS VICTOR SAVELLANO

Chairman

DR. SALVADOR T. DUQUE

Co-Chairman

DIR. LEONARDO N. QUITOS, JR.

Vice-chairman

ARD NESTOR G. RILLON

Secretary

RDC COUNCIL M EMBERS

Local Government Units

Gov. Michael Keon

Gov. Deogracias Victor Savellano

Gov. Manuel Ortega

Gov. Amado Espino, Jr.

Mayor Hernani Braganza

Mayor AmadeoPerez

Mayor Julier Resuello

Mayor Alipio Fernandez, Jr.

Mayor Pablo C. Ortega

Mayor Allen Singson

Mayor Eva Marie Medina

Mayor Michael Farias

Mayor Jeffrey Nalupta

Mayor Ernesto Castaeda, Jr.

Mayor EdgardoZaragoza

Mayor George Pinzon

Mayor Ramon Guico, Jr.

Mayor Joseph de Lara

Government Agencies

USec. HermenegildoDumlao - NLGQA-PMODir. Florante Leal - DTI

OIC Dir. Valeriano Lopez - DOH

Dir. Mariano R. Alquiza - DPWH

Dir. Manuel Biason- DILG

Dir. Cipriano Santiago -DA

Dir. Homer Tobias - DAR

Dir. Samuel R. Peafiel - DENR

Dir. Elsa Chan -DOST

Dir. Leonardo Reynoso - DSWD

Dir. Martin Valera -DOT

Mgr. Silverio Mangaoang, Jr. - DOTC-RMC

Dir. Peter Baluyan - DOF-BLGF

Dir. Janet Abuel - DBM

Dir. Ligaya Soledad Miguel -DepEd

OIC Dir. Henry John Jalbuena - DOLE

OIC Josephine Sanchez -PM S

Dir. Evelyn Pascua - CHED

Dir. Ramon Gatan - PNP

Dir. PerlitaTabisaura NICA

Dir. Washington Agustin TESDA

Dir. Anita Chauhan CHR

Dir. Primo Quetulio - BSP

Private Sector

Dr. Salvador Duque

Mr. Vincent Adorna

Dr. Roberto de los Reyes

Mr. Ambrocio Valero

Mr. Mario Zamoranos

Mr. Marcelino dela Cruz

Mr. Nelson Yuchiongtian

Mr. Rodolfo Posadas

Pastor Roland Santiago

Mrs. Carmelita Duque

Engr. Antonio de vera

Col. SinforosoDumling (Ret)

Mr. Glen Mark Dacasin

ADVISORY COMMITTEE

HON. ROQUE R. ABLAN, JR.

1st District, Ilocos Norte

HON. FERDINAND R. MARCOS

2nd District, Ilocos NorteHON. RONALD SINGSON

1st District, Ilocos Sur

HON. ERIC D. SINGSON

2nd District, Ilocos Sur

HON. VICTOR FRANCISCO C. ORTEGA

1st District, La Union

HON. TOMAS L. DUMPIT, JR.

2nd District, La Union

HON. ARTHUR D. CELESTE

1st District, Pangasinan

HON. VICTOR AGUEDO E. AGBAYANI

2nd District, Pangasinan

HON. RACHEL J. ARENAS

3rd District, Pangasinan

HON. JOSE C. DE VENECIA, JR.

4th District, Pangasinan

HON. MARCOS O. COJUANGCO


HON. CONRADO M. ESTRELLA III



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T a b l e of C o n t e n t s

Online Regional Project Monitoring and Evaluation System(e-RPMES) Monitors Guide

Introduction........................................................................................................... i

RDC ExCom Resolution No. 6, s. of 2010............................................................ ii

A. Requirements............................................................................................. 1

B. Getting Started......................................................................................... 2

C. Enrolling Projects to the Monitoring Plan (PMC Form I-1)................ 3

D. Submission of Quarterly Accomplishment Reports (PMC Form I-2)... 20

E. Computing for the Agency Overall Performance............................. 25

F. Viewing the Project Monitoring Reports............................................. 26

1. Agency Accomplishment Report................................................... 26

2. Agency Overall Performance......................................................... 273. Accomplishment Report by Sector................................................ 28

G. Submission of Project Exception Report (PMC Form I-3A............... 30

H. Submission of Updated Project Exception Report (PMC Form I-3B).. 32

I. Printing the Project Monitoring Reports............................................... 33

J. Changing Account Information................................................... 35

K. Log-out Menu.......................................................................................... 36

Addendum to the e-RPMES Monitors Guide (October 2011)...................... 37

A. Quick Access to Summary Reports...........................................................37

B. Data Integrity...................................................................................... 46


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List of Tables

Table 1. Overall Performance Rating................................................................... 26

List of Figures

Figure 1. System Diagram ......................................................................................... 1

Figure 2. IRISNET Menu............................................................................................... 2

Figure 3. e-RPMES Log-in Window............................................................................. 2

Figure 4. Online Project Monitoring Home Page................... ................. ................. 3

Figure 5. Agency Project Page................................................................................ 3

Figure 6. Project Enrollment Window....................................................................... 3

Figure 7. Project Period............................................................................................ 4

Figure 8. Project Type................................................................................................ 4

Figure 9. a. MDG and PDAF Project Sector............................................................... 5

Figure 9.b. RAACC Project Sector............................................................................. 5

Figure 9.c. RDA and Typhoon Rehab Project Sector................................................. 5

Figure 10. Indicator Set Menu.................................................................................. 6

Figure 11. Project Enrollment for Single-indicator Projects........................................ 6

Figure 12. Man-days Target....................................................................................... 7

Figure 13. Physical Targets ........................................................................................ 8

Figure 14. Financial Targets....................................................................................... 8Figure 15. Enrolling the Project................................................................................. 8

Figure 16. Project Enrollment for Multi-indicator A Project....................................... 9

Figure 16.a. Multi-indicator A: Setting up the Physical Targets................................. 10

Figure 17. Project Enrollment for Multi-indicator B Projects..................................... 10

Figure 17. a. Multi-indicator B: Setting up the Man-days Targets.............................. 11

Figure 17. b. Multi-indicator B: Adding Another Indicator........................................ 11

Figure 17. c. Multi-indicator B: Setting up Physical Targets........................................ 12

Figure 17. d. Multi-indicator B: Setting up Financial Targets..................................... 12

Figure 18. Project Enrollment for With-Subcomponent A Projects.......................... 13

Figure 18. a. With-Subcomponent A : Setting up Man-days Targets....................... 13

Figure 18. b. With-Subcomponent A : Setting up Financial Targets........................ 14

Figure 18. c. With-Subcomponent A : Adding another Component...................... 14

Figure 18. d. With-Subcomponent A : Setting up Physical Targets............................ 15

Figure 19. Project Enrollment for With-Subcomponent B Projects............................15

Figure 19.a With-Subcomponent B: Adding another Component......................... 16

Figure 19.b With-Subcomponent B: Setting up Physical Targets............................. 16


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Figure 19.c With-Subcomponent B: Setting Up Financial Targets............................ 17

Figure 20. Saving the Enrolled Project..................................................................... 17

Figure 21. Expanded Agency Project Page............................................................. 18

Figure 22. Project Information................................................................................. 18

Figure 23. Editing Project Information and Targets................................................. 18

Figure 24. Deleting Projects..................................................................................... 19

Figure 25. Agency Action Plan................................................................................ 19

Figure 26. Agency Plan: Generating Spreadsheet File............................................. 19

Figure 27. Downloading Spreadsheet File............................................................... 19

Figure 28. Reporting Quarterly Accomplishments................................................... 20

Figure 29. Reporting Physical, Financial, and Man-days Accomplishments............. 21

Figure 30. Agency Monitoring Plan........................................................................... 21

Figure 31. Physical, Financial, and Man-days Accomplishment Report.................. 22

Figure 32. Inputting Actual Accomplishments........................................................ 22

Figure 33. Saving the Report................................................................................... 23

Figure 34. Prompt for Missing /Invalid Entries.......................................................... 23

Figure 35. Submitting the Report............................................................................. 23

Figure 36. PMC Form O-1: Physical and Financial Status Report............................. 24

Figure 37. Agency Accomplishment: Generating Spreadsheet File......................... 24

Figure 38. Agency Project Page.............................................................................. 26

Figure 39. Viewing the Accomplishment Report (Form O-1)................................... 27

Figure 40. Physical and Financial Status Report (PMC Form O-1)............................ 27Figure 41. Viewing the Agency Overall Performance............................................. 28

Figure 42. Summary of Agency Overall Performance.............................................. 28


Figure 44. Viewing the Accomplishment Report by Sector..................................... 29


Figure 46. Submission Status for the Project Exception Report................................ 30

Figure 47. The PMC Form I-3A: Project Exception Report.......................................... 31

Figure 48. Filling out the PMC Form I-3A................................................................... 31


Figure 50. The PMC Form I-3B: Updated Project Exception Report......................... 32

Figure 51. Filling out the PMC Form I-3B................................................................... 33

Figure 52. Printing Multiple Pages of the Report..................................................... 34

Figure 53. Page Setup Menu............ ............ ........... ............ ............ ........... ............ . 34

Figure 54. Changing Account Information............................................................. 35

Figure 55. Account Information Page...................................................................... 35

Figure 56. Logging out of e-RPMES........................................................................... 36


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Figure 57.a. Summary Report Links ......................................................................... 37

Figure 57.b. Summary Report Links (Agency Project page)..................................................38

Figure 58. Monitoring Plan Summary.............................................................................. 38

Figure 59. Monitoring Plan Drop-Down Menus)............................................................... 39

Figure 60. MDG Sector Drop-Down Menu.......................................................................... 39

Figure 61. PDAF Sector Drop-Down Menu..................................................................... 39

Figure 62. RAACC Sector Drop-Down Menu................................................................ 40

Figure 63. RDA Sector Drop-Down Menu......................................................................... 40

Figure 64. Typhoon Rehab Sector Drop-Down Menu..................................................... 40

Figure 65. Example of a Monitoring Plan Summary Table............................................ 41

Figure 66. Example of Changes in a Monitoring Plan Summary Table.............................. 42

Figure 67. Overall Performance Summary Table......................................................... 42

Figure 68. Example of Overall Performance Summary Table........................................ 43Figure 69. Montoring Report Summary Table...................................................................... 44

Figure 70. Example of Montoring Report Summary Table............................................... 44

Figure 71. Job Generation Summary Table............................................................... 45

Figure 72. Job Generation Summary Table...................................................................... 45

Figure 73. Data Integrity Feature Location......................................................................... 46

Figure 74. Agency Head Approval................................................................................ 47


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Online Regional Project Monitoring and Evaluation System(e-RPMES) Monitors Manual

A. Requirements

The e-RPMES is an internet-based solution Regional Line Agencies, LocalGovernment Units and State Universities and Colleges can use to facilitatethe periodic update of their project accomplishments. It also providesdevelopment stakeholders, i.e., the Regional Development Council, quickand convenient access to the latest information on the status of programs

and projects implemented in Region 1 as well as the performance ofgovernment agencies and institutions enrolled in the Regional ProjectMonitoring and Evaluation System (RPMES).

The following are the basic requirements in accessing the e-RPMES:

1. Internet connection. Make sure that your computer has access to theInternet.

2. Mozilla Firefox Internet browser. The system works best with a Mozilla Firefox

Internet browser. It is highly recommended that you install a Mozilla FirefoxInternet browser on your PC. The software is available for free at: http://www.mozilla.com.

Figure 1. System Diagram


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B. Getting Started

1. To get to the e-RPMES, go to the IRISnet websiteat http://ilocos.net.ph/.

On the IRISnet menu (left column), find and click

the link Project Monitoring. A new tab will openon your browser containing the e- RPMES home

page entitled: ONLINE PROJECT MONITORING.

2. Click Login. Supply the needed information.

The acronym (in small letters)of your agencyserves as its Username. By default, the Password

is the same as the Username.

Example: NEDA will have neda as Username;neda will also be the Password.

Users are advised to change default Username

and Password for security purposes. (Please seeI. Changing your Acccount Info). If you do not

know your username and password, forget your login information, or

if the system does not accept your Username and Password, please

contact the Regional Project Monitoring Committee (RPMC) Secre-

tariat at 072-888-2679 or 888-5501.

1

2

Figure 3. The e-RPMES Login Window

Figure 2. IRISNET Menu


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C. Enrolling Projects to the Monitoring Plan (PMC Form I-1)

1. Once you were able to successfully login, click Agency Project.

2. To add projects individually, click ADD. The Project Enrollmentwindow will appear asking for information you are providing inthe RPMES Form I-1.

1

Figure 4. Online Project Monitoring Home Page

Figure 5. Agency Project Page

2

INITIAL PROJECT REPORT

(PMC Form I-1)

This is used to record the basic information on programs and projects

enrolled by RLA, SUC, or LGU in the RPMES. It contains such information as

name, period, type, sector, fund source, location, indicator, and unit of

measure of the project being enrolled.

It also provides information on the physical and financial target as well as

the employment generated (in man-days) by the project.


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Figure 6. Project Enrollment Window

3. In Period, click -SELECT- and a drop-down menu containing the two classificationscarry over and current year will appear.These two refer to the period ofimplementation of the project.

3

4

Figure 8. Project Type

4. In Project Type, click -SELECT- and a drop-down menu will appear.From this list, click the type of projects you wish to enroll. There are five typesto choose from:

a. (MDG) Millennium Development Goalsb. (PDAF) Priority Development Assistance Fund

c. (RAACC) Regional Action Agenda onClimate Changed. (RDA)Regional Development Agendae. (Typhoon Rehab) Typhoon Damages

Rehabilitation ProgramIn selecting the project type for the project thatyou are enrolling, kindly refer to the list ofprojects provided by the RPMC Secretariat.

5. In Sector, click -SELECT- and a dropdown menu will appear showing the sectors

Carry-Over

A project is classified as carry-over if it was funded during the

previousyear but still being implemented until the current year.

Current Year

A project is considered current year if it has been funded and is

being implementedduring the present year.

of the project type you selected. Click thesector to which the project belongs.


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a. For MDG and PDAF projects, thefollowing are the choices, which

correspond to the eight developmentgoals:

1. Goal 12. Goal 23. Goal 3

4. Goal 45. Goal 56. Goal 67. Goal 78. Goal 8

b. For RAACC projects, the choices are:1. Mitigation2. Adaptation

c. For RDA and Typhoon Rehab projects,these are the choices:

1. Economic Development Sector2. Social Development Sector

3. Infra Development Sector

4. Governance Sector

The list provided by the RPMC Secretariatlikewise classifies the projects by sector and/

or sub-theme. Please follow it accordingly.

6. In Indicator Set, the system asks whetheror not the project has more than oneindicator or has sub-components. Click -

SELECT- and a drop down menu willappear. The following are your choices:

a. single-indicator. The project has asingle indicator.

b. multi-indicator: A. The project hasmultiple Units of Measure with singlefunding support.

5.a

Figure 9.a. MDG and PDAFProject Sector

5.b

5.c

Figure 9.b. RAACC Project Sector

Figure 9.c. RDA and TyphoonRehab Project Sector


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c. multi-indicator: B. The project hasmultiple Units of Measure; each Unit ofMeasure has assigned funding support.

d. with-subcomponent: A. The projecthas subcomponents with single funding

support.e. with-subcomponent: B. The projecthas subcomponents; each

subcomponent has assigned fundingsupport.

7. If the project falls undersingle-indicator,follow the steps mentioned below:

a. In Project, provide the short name or the acronym of the projectyou wish to enrol.b. In Full Name, provide the complete title of the project as found inthe approved program of work, loan and grant agreement.

c. In Fund, click -SELECT-. Choose by clicking whether the project isForeign or Local-funded.

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Figure 10. Indicator Menu

Figure 10. Indicator Menu

Figure 11. Project Funding Figure 12. Project Location

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7.c 7.d


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d. In Location, click the specific province and district wherein the

project will be implemented. If the project cannot be disaggregatedby province, click Regionwide.e. In Unit of Measure, provide the unit for measuring the outputs of theproject on the space provided for.

f. To set the employment targets of your project, click the red Man-days button. The employment or jobs generated by the projects willbe measured in terms of man-days.

i. On the Man-days Targets dialog box, set the physical targetsper quarter. For quarters which have no targets, put 0. For retainedtargets, indicate the number of units on the quarter when the project

will start and put 0 on the succeeding quarters.ii. Click Set Targets to save the man-days targets.

Figure 12. Man-days Targets

7.f

g. To set the physical targets of your project, click the red Physicalbutton. A dialog box will appear.

i. On the Physical Targets dialog box, set the physical targets perquarter. For quarters which have no targets, put 0. For retainedtargets, indicate the number of units on the quarter when the projectwill start and put 0 on the succeeding quarters.

ii. Click Set Targets to save your physical targets.

EMPLOYMENTGENERATED

(inman-days)

This refers to the jobs targeted to be created by the project, expressed in

man-days for the quarter.

Formula:

Man-days = no. of persons employed X no. of days worked during the quarter


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7.g

Figure 13. Physical Targets

h. To set the financial targets of your project, click on the red Financialbutton. A dialog box will appear.

i. On the Financial Targets dialog box, set the financial targets perquarter. For quarters which have no target, put 0.ii. Click Set Targets to save your financial targets.

i. Click Enroll Project to save theproject and its correspondingtargets.

7.h

Figure 14. Financial Targets

Figure 15. Enrolling the Project

7.i


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8. If the project falls under multi-indicator: A, follow these steps:a. In Period, click -SELECT- then classify whether the project is carryover or current year project.b. In Project, provide the short name or the acronym of the project.

c. In Full Name, provide the complete title of the project as found in

the approved program of work, loan and grant agreement.d. In Fund, click -SELECT-. Choose by clicking whether the project isForeign or Local-funded.

e. In Location, click the province anddistrict wherein the project will be

implemented. If the project cannot bedisaggregated by province, clickRegionwidef. Click the red financial button. On the

dialogue box, set the financial targets perquarter. For quarters which have notarget, put 0.g. Click Set Targets to save the financialtargets.

Figure 15. Project Enrollment for Multi-indicator:A Projects

8

8.g

8.f

h. To add the units of measure of the project, click the icon. Anotherrow will appear below a yellow bar.


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i. In Unit of Measure, provide the unit of measure of the project onthe space provided for.ii. To set the physical targets of your project, click the red Physicalbutton. A dialog box will appear.

1. On the Physical Targets dialog box, set the physical targets

per quarter. For quarters that have no targets, put 0. For retainedtargets, indicate the number of units on the quarter when theproject will start and put 0 on the succeeding quarters.2. Click Set Targets to save your physical targets.

h. To add another unit of measure, simply click the icon and repeat

steps 9.g.i. through iv.i. To remove a unit of measure, click the icon.j. Click Enroll Project to save the project and its corresponding targets.

9. If the project falls under multi-indicator: B, follow these steps:

8.g.

ii

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Figure 16.a. Multi-indicator A: Setting up the Physical Targets

Figure 17. Project Enrollment for Multi-indicator: B Projects


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a. In Period, click -SELECT- then classify whether the project is carryover or current year project.b. In Project, provide the short name or the acronym of the project.c. In Full Name, provide the complete title of the project.

d. In Fund, click -SELECT-. Choose by clicking whether the project is

Foreign or Local-funded.e. In Location, provide the site or location of the project.

f. To set the employment targets of your project, click the Man-daysbutton.

i. On the Man-days Targets dialog box, set the physical targets perquarter. For quarters which have no targets, put 0. For retained

targets, indicate the number of units on the quarter when the projectwill start and put 0 on the succeeding quarters.ii. Click Set Targets to save the man-days targets.

g. To add another indicator, click the icon. Another row will appearbelow a yellow bar.

i. In Fund, click -SELECT-. Choose by clicking whether the projectis Foreign or Local-funded.ii. Indicate the project location by choosing the district andprovince from the set of choices.

9.f

9.g

Figure 17.a. Multi-indicator B: Setting up the Man-days Target

Figure 17.b. Multi-indicator B: Adding another Indicator


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iii. In Unit of Measure, provide the unit of measure of the project onthe space provided for.

iv. To set the physical targets of your project, click the red Physicalbutton. A dialog box will appear.

1. Set the physical targets per quarter. For quarters that have notargets, put 0. For retained targets, indicate the number of units

on the quarter when the project will start and put 0 on thesucceeding quarters.2. Click Set Targets to save your physical targets.

v.To set the financial targets of your project, click the red Financialbutton. A dialog box will appear.

1. Set the financial targets per quarter. For quarters that have notarget, put 0 in the space provided for.

ii.Click on Set Targets to save your financial targets.

h. Click Enroll Project to save the project and its corresponding targets.

9.g.

v

9.g.

iv

Figure 17.c. Multi-indicator B: Setting up Physical Targets

Figure 17.d. Multi-indicator B: Setting up Financial Targets


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10. If the project falls under with-subcomponent: A, follow these steps:

a. In Period, click -SELECT- then classify whether the project is carry

over or current year project.b. In Project, provide the short name or the acronym of the project.

c. In Full Name, provide the complete title of the project.d. In Fund, click -SELECT-. Choose whether the project is Foreignor Local-funded.

e. In Location, click the province and district wherein the project willbe implemented. If the project cannot be disaggregated by province,

click Regionwide.

f. Provide the Unit of Measure in the space provided for.

g. To set the employment targets of your project, click the Man-daysbutton.

i. On the Man-days Targets dialog box, set the physical targets perquarter. For quarters which have no targets, put 0. For retainedtargets, indicate the number of units on the quarter when the project

will start and put 0 on the succeeding quarters.ii. Click Set Targets to save the man-days targets.

10

10.g

Figure 18. Project Enrollment for With-Subcomponent A Projects

Figure 18.a. With-Subcomponent A: Setting up Man-days Targets


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h. To set the financial targets of your project, click on the red Financial

button. A dialog box will appear.i. Set the financial targets per quarter. For quarters that have no target,

put 0.ii. Click Set Targets to save your financial targets.

i. To add subcomponents of the project, click the icon. Another rowwill appear below an orange bar.

i. In Component, provide the short name or acronym of theprojects subcomponent.

ii. In Full Name, provide the complete title of the projectssubcomponent.

iii. In Location, click the specific province and the district whereinthe project will be located. If the project cannot be disaggregatedby province, click Regionwide.iv. In Unit of Measure, provide the unit of measure of thesubcomponent on the space provided for.

10.g

Figure 18.c. With-Subcomponent A: Adding another Component

Figure 18.b. With-Subcomponent A: Setting up Financial Targets

10.i


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v. To set the physical targets of the subcomponent, click the redPhysical button. A dialog box will appear.

1. Set the physical targets per quarter. For quarters that have notargets, put 0. For retained targets, indicate the number of units

on the quarter when the project will start and put 0 on the

succeeding quarters.2. Click Set Targets to save your physical targets.

j. To add another subcomponent, simply click the the icon and repeatsteps 10.h.i through v.2.k. To remove a subcomponent, click icon.l. Click Enroll Project to save the project and its corresponding

subcomponents.

11. If the project falls under with-subcomponent: B, follow the steps below:a. In Period, click -SELECT- then classify whether the project is carryover or current year project.

b. In Project, provide the short name or the acronym of the project.

10.h.

v

11

Figure 18.d. With-Subcomponent A: Setting Up Physical Targets

Figure 19. Project Enrollment for With-Subcomponent B Projects


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c. In Full Name, provide the complete title of the project.d. In Fund, click -SELECT-. Choose by clicking whether the project isForeign-funded or Local-funded.

e. In Location, provide the site or location of the project.

f. To add subcomponents of the project, click the icon. Another rowwill appear below an orange bar.

i. In Component, provide the short name or acronym of theprojects subcomponent.

ii. In Full Name, provide the complete title of the projectssubcomponent.iii. In Fund, indicate whether the project is foreign or local-funded.iv. In Location, select the specific location by choosing the province

and district of project sub-component implementation.v. In Unit of Measure, provide the unit of measure of thesubcomponent on the space provided for.v. To set the physical targets of the subcomponent, click the red

Physical button. A dialog box will appear.

11.f

11.f.

v

Figure 19.a. With-Subcomponent B: Adding another Component

Figure 19.b. With-Subcomponent B: Setting up Physical Targets


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1. On the Physical Targets dialog box, set the physical targetsper quarter. For quarters which have no targets, put 0. Forretained targets, indicate the number of units on the quarter whenthe project will start and put 0 on the succeeding quarters.

2. Click Set Targets to save your physical targets.vi. To set the financial targets of your projects subcomponent, clickthe red Financial button. A dialog box will appear.

1. On the Financial Targets dialog box, set the financial targets

per quarter. For quarters which have no target, put 0.2. Click on Set Targets to save your financial targets.

g. To add another subcomponent, simply click the icon and repeatsteps 10.f.i through to vi.2.h. To remove a subcomponent, click the icon.i. Click Enroll Project to save the project and its correspondingsubcomponents.

12. Once you click Enroll Project, the windowwill close and you will be redirected to the

Agency Project page. To view your enrolled

projects, choose the Project Type and clickthe expand icon .

The system will show the information regardingthe projects location, unit of measure, as wellas the targeted physical accomplishment,

financial resources, and man-days.

11. f.

vi

11.i

Figure 19.c. With-Subcomponent B: Setting Up Financial Targets

Figure 20. Saving the EnrolledProject


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a. Other information regarding the project

such as the period of implementation,project type, and fund source can beobtained by simply pointing the cursor overthe project name (in blue).

13. To edit the information and quarterlytargets entered in the project enrollment,

click the icon. A new window will appear.

14. Input the necessarycorrections then click theSave Changes button atthe lower right hand cornerof the window.

15. To remove projects,indicators and sub-

components, simply tick theprojects you wish to removeon the box on the far rightside of the monitoring plan.Click DELETE SELECTED.

12

12.a

13

Figure 21. Expanded Agency Project Page

Figure 22. Project Information

Figure 23. Editing Project Information and Targets


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16. To view the Agency Action Plan (PMC

Form I-1, click the icon underneath

the Action Plan / I-1 column. A newwindow will open to show the AgencyAction Plan.

a. To generate a spreadsheet file of the

Agency Action Plan, click the icon

beside the Project Type drop-down

selection menu. A dialogue box will

appear indicating wherethe download link for thespreadsheet can befound. Click OK.

b. Click the link (here)below the Agency ActionPlan matrix to download

the spreadsheet file.

17. To enroll another project,follow steps C.1 through 11.

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Figure 24. Deleting Projects

Figure 25. Agency Action Plan

Figure 26. Agency Plan: Generating Spreadsheet File

Figure 27. Downloading Spreadsheet File

16

16.a

16.b


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2. Notice too that under the column, Physical, Financial and Man-daysReport, the status of your submission of quarterly accomplishment reportor PMC Form I-2 is indicated under the sub-column, Submission Status. If

the color of the quarter (Q1, Q2, Q3 and Q4), is red, it means that you

D. Submission of Quarterly Accomplishment Reports (PMC Form I-2)

Figure 28. Reporting Quarterly Accomplishments

1

Physical and Financial AccomplishmentReport

(PMC Form I-2)

This report provides information on the status of implementation of

projects on a quarterly basis. It facilitates the quarterly reporting on the

status of physical and financial accomplishment of the enrolled projects.

The accomplishment on man-days generated as of the reporting period is

also integrated in the form. Information agencies deem necessary in

interpreting or justifying the status of implementation of their respective

projectsmay also be stipulated in the report .

1. On the Agency Project page, choose the project type you wish to reporton by clicking -SELECT- on the Project Type. Notice that a row appearsbetween ADD and DELETE SELECTED buttons.


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Figure 29. Reporting Physical, Financial, and Man-days Accomplishments

2

have not submitted a report for that quarter; green means that you havealready submitted a report for the specific quarter. If the color of the quarter

isbrown, it means that you are not yet required to submit a report for thatquarter.

3. Click on the expand icon . Your agency monitoring plan will appear.

4. On the Physical, Financial, and Man-days Report column and I-2 sub-

column, click on the submit report icon . A new window will open

containing the PMC Form I-2: Physical, Financial, and Man-daysAccomplishment Report on the Agency Action Plan.

5. In Quarter, select by clicking the period you wish to report. Yourmonitoring plan will appear.

Figure 30. Agency Monitoring Plan

4


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Figure 31. Physical, Financial, and Man-days Accomplishment Report

6. In Actual Accomplishment to Date (Column 10), provide theaccomplishment in each of the projects. For quarters which do not have

targets, put 0.

7. In Actual Releases to Date (Column 16), provide the amount of the

funds released for the project. For quarters which do not have financialtargets, put 0.

8. In Actual Expenditure to Date (Column 17), provide the amount of thefunds released which may have been either Disbursed or AccountsPayable.

9. In Remarks (Column 26), provide information that are useful in

interpreting or justifying your report.

Figure 32. Inputting Actual Accomplishments

5

6


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10. You may save yourreport in case you cannotfinish encoding youragency accomplishments

for the quarter. Find and

click Save Report buttonat the bottom-right cornerof the window. A dialoguebox will open to confirm

that the records that wereinputted have beensaved. Click OK.

Figure 33. Saving the Report

10

Take note that by clicking Save Report, the report has not yet been

submitted to the Secretariat; it is merely saved. Computations for the projecttarget accomplishments will only be done once the report has beencompleted and

submitted.

11. Make sure that therequired fields in columns10, 16, 17 and 26 are all

complete before you

submit your report. Findand click Submit Report

button at the bottom-right corner ofthe window to submit the report.

The system will prompt you for fieldswith missing or invalid entries.

12. If your report is complete, aprintable version of your report willopen once you click Submit Report.

Figure 34. Prompt for Missing /Invalid Entries

11

Figure 35. Submitting the Report


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Figure 36. PMC Form O-1: Physical andFinancial Status Report

a. To generate a spreadsheet fileof the Physical and Financial Status

report, click the icon beside the

Quarter drop-down menu. Adialogue box will appear indicatingwhere the download link for thespreadsheet can be found. Click

OK.i. Click the link (here) belowthe Agency Action Plan matrixto download the spreadsheetfile.

12.a

Figure 37. Agency Accomplishment:

Generating Spreadsheet File

12


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6

The e-RPMES automatically computes for the physical accomplishment, ex-

penditure rate and overall performance. The online system also generatescorresponding interpretation for the level of overall performance of theagency.

Physical Accomplishment

This refers to the ratio of the actual accomplishment to the physical targets

during the quarter, multiplied by 100.

Formula:Standard of Physical Actual Accomplishment

Accomplishment Target Accomplishment 100

FundsUtilization

This refers to the ratio of the total expenditure to the total releases during

the quarter, multiplied by 100.

Formula:

Standard of Funds Total Expenditures

Utilization Total Releases 100

Overall Performance

Otherwise referred to as financially-correlated performance, this is the ratio

of the agencys physical accomplishment to its funds utilization during the

quarter, multipliedby 100.

Formula: Standard of Physical

Standard of Overall Accomplishment

Performance Standard of Funds

Utilization

100

E. Computing for the Agency Overall Performance

(Financially- Correlated Performance)


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The following table shows the overall performance rating as well as theinterpretation of the agencys performance.

Table 1. Overall Performance Rating

F. Viewing the Project Monitoring Reports

1. Agency Accomplishment Report (PMC Form I-2)


1.a

Deviation from

Target

Recommended

Interpretation Qualitative Rating

105.1 - above Less Accurate Planning Fair

100.0-105.0 Very Efficient and Effective Outstanding

Program Management

95.0-99.9 Efficient and Effective Excellent

Program Management

85.0-94.5 Very Efficient and Effective Very Satisfactory

Program Implementation

75.0-84.9 Efficient and Effective Satisfactory

Program Implementation

50.0-74.9 Less Efficicent Program Fair

Implementation

0.0-49.9 Inefficicent Program Unsatisfactory

Implementation/

Defective Planning


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a. To view the agency accomplishment report, proceed to the AgencyProject Page first.

b. Find the O-1

subcolumn underPhysical, Financialand Man-daysReport and click the

icon. A new

window containing

the PMC Form O-1 willappear.

Figure 40. Physical and Financial Status Report (PMC Form O-1)

Figure 39. Viewing the Accomplishment Report (Form O-1)

1.b


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2. Agency Overall Performance

a. In the agency project page, click the icon underneath the column

of Project Exception Report to view the overall performance ofagencies participating in the e-RPMES.

b. A new window will appear containing the Summary of Agency OverallPerformance.

Figure 41. Viewing the Agency Overall Performance

Figure 42. Summary of Agency Overall Performance

2.a

2.b


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3. Accomplishment Report by Sector

a. In the agency project page, select the type of project from the drop-

down Project Type menu, then click the icon underneath the

column of Updated Project Exception Report to view theaccomplishment report on projects enrolled in the different sectors.

b. In the new window, select the particular Quarter and Sector youwish to view. The system will automatically load the the Summary ofAgency Overall Performance by Sector.

Figure 42. Viewing the Agency Accomplishment Report by Sector


Figure 44. Viewing the Accomplishment Report by Sector

3.a

3.b


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G. Submission of Project Exception Report (PMC Form I-3A)

1. In filling out the Project Exception Report, go to the Agency Projectpage, choose the project type by clicking -SELECT- on the Project Type.

2. On the Project Exception Report column, under the Submission Statussub-column, see if the period (Q1, Q2, Q3 or Q4) you have reported ishighlighted in red. This means that some of your projects are behind scheduleand have registered negative slippages of 15% or higher. You are required

to accomplish the Project Exception Report or PMC Form I-3A. If the periods(Q1, Q2, Q3 and Q4) remain colored brown, your projects do not require

submission of the Project Exception Report.


Figure 46. Submission Status for the Project Exception Report

PROJECT EXCEPTION REPORT

(PMC Form I-3A)

This is used to record critical problems resulting in the delay of project

implementation that need immediate action by the RPMC or the RDC. It is

also used to document the reasons or factors that have contributed to theoutstanding performance in the implementation of a specific project.

1


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The system will prompt the implementing agencies regarding the due datefor submission of the PER as scheduled by the RPMC Secretariat.

3. On the same column, find and click on the submit report icon. A newwindow will open containing the PMC Form I-3A: Project Exception Report.

4. In Quarter, select which period you want to report. Projects in differentsectors, which are behind schedule, are listed on the first column of the

Name of Project/location column.The slippages of the projects are indicated under the Findings column.

5. On the Possible Reasons/Causes column, indicate the reasons for thedelay in the project implementation.

6. On the Recommendations column, indicate suggestions to improvethe work progress or remedial measures to address the problemsencountered.

Figure 47. The PMC Form I-3A: Project Exception Report

Figure 48. Filling out the PMC Form I-3A

3

4


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7. Make sure that all required fields are filled-out. Click Save Report tosave and submit your report.

H. Submission of Updated Project Exception Report (PMC Form I-3B)

1. Submission of the Updated Project Exception Report or PMC Form I-3B is

required only for projects that have negative 15% slippage seven days priorto a scheduled meeting of the RPMC. The RPMC Secretariat will notifyconcerned agencies to accomplish the Updated Project Exception Reportprior to the meeting.

2. After receiving notification from the RPMC Secretariat, go to the Agency

Project page. Choose the project type by clicking -SELECT- on theProject Type box.

3. On the Updated Project Exception Report column, click the submit report

icon . A new window will open containing the PMC Form I-3B:


Figure 50. The PMC Form I-3B: Updated Project Exception Report

3

2


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Updated Project Exception Report. Note that the entries made in the ProjectException Report of PMC Form I-3A were automatically replicated in this

form.

4.On the Actions Taken column, indicate the steps undertaken to addressthe problems encountered or measures that have improved the workprogress.

5. On the Updates column, provide the latest status of the project.

6. Make sure that all required fields are filled-out. Click Save Report tosave and submit your report.

Figure 51. Filling out the PMC Form I-3B

4

I.Printing the Reports

1. To print the Physical and Financial Status Report, you must view the report

first. Kindly refer to F. Viewing the Project Monitoring Reports for theprocedures.

a. In printing multiple pages of the report, click the appropriate icon

at the left side of the status report matrix to create separate tables foreach project indicator or sub-component.

b. Click the icons to create and adjust page breaks for printing

the status report.


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Figure 52. Printing Multiple Pages of the Report

Figure 53. Page Setup Menu

c. In the window containing the report you wish to print, click File on theMenu Bar then click Page Setup to customize the documentaccording to your printing preferences before hitting the Print menu

and creating a hardcopy of the report.

1.c

1.a

It is also advised to preview the document first before printing to makesure that the desired setups have been followed.

d. In printing summary reports of agency performance, proceedimmediately to step I.1.c.


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Figure 47. Logging out of thee-RPMES

J. Changing Account Information

For the purpose of securing the

integrity of the information beinginputted into the online RPMES,

among others, it is highly advisedthat agencies change their e-RPMES account information. Please

consider the following steps:

Figure 54. Changing Account Information

1

2

1. Once you login, click MyAccount.

Figure 55. Account Information Page

2

2. In Old Username, provide your present username.

3. In New Username, provide the new username you wish to use.4. In Old Password, type your present password.

5. In New Password, type your desired password.

6. In Re-Type Password, simply re-type your desired password.

7. Click Save and Exit. Your new username and password is saved. Pleaseremember your username and password.


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1

K. Log-Out Menu

1. Click Log-out menu to exit from

the Online Project Monitoring.

Figure 56. Logging out of e-RPMES


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Addendum to the ERPMES Monitors Guide

(October 2011)

In the 2nd Quarter of 2011, the following additional features were included

in the eRPMES.

A. Quick Access to Summary Reports

In the home page of the eRPMES, summary tables for Monitoring Plan,

Overall Performance, Accomplishment Report and Job Generation Reportcan be readily accessed not only by the project monitors and RPMC

Secretariat, but also by the general public.

1. To access the summary reports of each project type, click the drop-

down buttons to indicate the Year and the Project type you wish toview. These are found at the lower left side of the window just below theeRPMES logo and description.

For agency users, these links are also located below the list of agencies

in the Agency Project page of the eRPMES.

Figure 57.a. Summary Report Links


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Figure 57.b. Summary Report Links (Agency Project page)

1.a. To view the Monitoring Plan summary table, click the link for

Monitoring Plan (in violet colored text). A new window showingthe title PMC Form I-1 Agency Action Plan will appear. This table

lists down the enrolled projects of the different implementing

agencies as well as the quarterly physical, financial, and man-

days targets of the project. The location and unit for measuring

the project deliverables can be seen in the summary.

Figure 58. Monitoring Plan Summary

1.a.i. Use the drop-down buttons to indicate the specific Quarter to

be viewed. The default setting for viewing the summary tables is the

overall report. Users can delimit the information they want to view

based on the Sector, Location, Implementation Period, and Fund

Source of the Projects. The drop-down button for each of these fields


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can help the users delimit or extend the project information

according to their desired specifications.

1.a.ii. The Sector options in the drop-down menu vary depending on

the Project Type. The following figures show the aforementioned

variations:

Figure 59. Monitoring Plan Drop-Down Menus

Figure 60. MDG Sector Drop-Down Menu

Figure 61. PDAF Sector Drop-Down Menu


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Figure 62. RAACC Sector Drop-Down Menu

Figure 63. RDA Sector Drop-Down Menu

Figure 64. Typhoon Rehab Sector Drop-Down Menu

1.a.iii. The following shows an example of the Monitoring Plan

Summary Table. The specified fields in this example are:

Project Type: RDA Quarter: SecondSector: Agribusiness Sector Location: Select All

Implementation Period: Select All Fund Source: Select All


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Figure 65. Example of a Monitoring Plan Summary Table

The specific projects or implementing agencies are listed on the first

column. The specific implementation period, sector, and fund source

are also properly indicated on the same column prior to the agencys

list of projects.

1. a.iv. The table automatically adjusts as the fields are changed to

indicate the specific viewing options of the user. For example,

delimiting the field for Location of project, which classifies the projects

according to the scope of implementation (Region-wide, Province-

wide, and Congressional District and City-wide) will result to the

changes in the Summary Table. In the following example, the

Location field has been specified to Ilocos Norte. The rows

containing information on projects that are implemented by

agencies in Ilocos Norte are highlighted (in yellow).


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Figure 66. Example of Changes in a Monitoring Plan Summary Table

1.b. To view the Overall Performance of agencies, click the link for

Overall Performance (in violet colored text) found in the eRPMEShome page. Prior to this, the Year and Project Type should already

be indicated. A new window will open, showing the summary table

for over all performance.

Figure 67. Overall Performance Summary Table


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1.b.1. Notice that the column on Project Caterogy also includes

the information on the implementation period of projects, particularly

carry overand current yearprojects. Fund source, which is either

foreign or local, is also indicated. Notice too that there are still no

pertinent values indicated in the specific columns for Physical Status,

Financial Status, Overall Performance, Interpretation and Man-days

Status.

Use the drop-down button to choose the Quarter to be viewed.

Upon choosing the quarter, information on the performance of

agency implementers will immediately be populated.

The following example shows the 2nd quarter 2011 overall

accomplishment of agencies under the theme MillenniumDevelopment Goals.

Figure 68. Example of Overall Performance Summary Table

1.c. To view the Accomplishment Report of agencies, click the link

for Accomplishment Report (in violet colored text) found in the

eRPMES home page. Select the year and project type you wish to


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view. Another window will immediately open to show the

Accomplishment Report on the Agency Action Plan.

Figure 69. Montoring Report Summary Table

1. c.i. Use the drop-down buttons to indicate the specific Quarter to



based on the Sector, Location, Implementation Period, and FundSource of the Projects. The drop-down button for each of these fields



The following example shows the RDA accomplishment report of

agencies in the second quarter 2011.

Figure 70. Example of Montoring Report Summary Table


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1.d. To view the Job Generation Report of agencies, click the link for

Job Generation Report (in violet colored text) found in the eRPMES

home page. The year and project type you wish to view should

already be indicated. Another window will direct you immediately

to the Job Generation Report summary table.

Figure 71. Job Generation Summary Table

1.d.i. Use the drop-down buttons to indicate the specific Quarter to



based on the Sector, Location, Implementation Period, and Fund

Source of the Projects. The drop-down button for each of these fields



Figure 72. Job Generation Summary Table


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The preceding example shows the RAACC Man-days

Accomplishment agencies in the second quarter 2011. The quarterly

targets of the project as well as the actual accomplishment and

Job Generation Performance can be seen in the report.

B. Data Integrity

Another feature was included to ensure that the data submitted through

the eRPMES are reliable. This involves indicating that the data was duly

approved by the agency head prior to encoding and submission to the

RPMC Secretariat.

1. Provisions for this can be found at the lowest portion of the PMC FormI-2: Physical, Financial and Man-Days Accomplishment Report on the

Agency Action Plan before the Save Report and Submit Report

buttons.

Figure 73. Data Integrity Feature Location


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b.1. To signify that the encoded data has been durly approved by

the Head of the Agency, click on the box beside Agency Head

Approval (in red color).

b.2. Supply your name and designation on the space provided for

before clicking the Submit Report Button.

Figure 74. Agency Head Approval

eRPMES Monitor's Guide Version 2

Documents

Transcript of eRPMES Monitor's Guide Version 2