FO 5 Plans and Reports

Harmonized Planning, Monitoring and Evaluation (HPMES) Reports

The Harmonized Planning, Monitoring and Evaluation System (HPMES) is a system for regular planning, monitoring and evaluation of the DSWD's objectives through the performance of its offices, programs and projects as they contribute to the attainment of the organizational goals and outcomes stipulated in the medium-term Strategic Plan. Anchored on the principles of results-based management, the HPMES is focused on defining expected results (organizational and foundational outcomes), monitoring progress, reporting performance, and integrating lessons learned into management decisions. As such, the HPMES complements the budget, performance management cycles of the Department.

OBJECTIVES:

Specifically, to:

(1) Record and report the performance of all OBSs and FOs related to the fulfillment of the organizational and foundational outcomes identified in the DSWD Strategic Plan.

(2) Document good practices and lessons learned from program and project implementation towards improving organizational performance.

To meet these objectives, the implementation of the HPMES employs the preparation of six (6) forms composed of four (4) plans and (2) monitoring and evaluation (M&E) reports.

HPMES FORMS 1, 1A and 1B

Strategic Results Matrix

The Results Matrix (HPMES Form 1) of the Strategic Plan translates the causal interrelatedness or logic of the Department's objectives into identified performance indicators at the outcome and output levels.

The following are the accompanying documents of the Strategic Results Matrix:

The Indicator Documentation Sheet (HPMES Form 1-IDS) described the performance indicators by providing definition, measures and data source;
The Strategic Initiatives Profile (HPMES Form 1-SIP) describes the strategic initiatives by listing the critical activities to be conducted to attain the Department's organizational outcomes.
The Risk Treatment Plan (HPMES Form 1-RTP) describes the sources and causes of the vulnerabilities and risks that may hinder the achievement of the Department's goals and objectives, including areas of impact and their potential consequences as well as the application of appropriate controls to manage the risks.

HPMES Forms 2 and 2A

Annual Performance Measures

The Annual Performance Measures (HPMES Form 2) presents the Department's accomplishments, targets and proposed budget allocation for the programs, activities and projects identified in the Department's Budget structure. This document is the Department's input to the National Expenditure Program and serves as basis for target setting during the Department's Internal Budget Hearing.
This is the reference document for the DSWD Budget Proposal and Agency Performance Measures (APM) Form B and B-1 submitted to DBM.

HPMES Forms 3, 3A and 3B

Annual Work and Financial Plan

The Annual Work and Financial Plan (HPMES Form 3) presents the Department's physical and financial targets during the fiscal year in terms of plans for the conduct of activities and program/project implementation with corresponding budget allocation that is consistent with the National Expenditure Program (NEP) and the General Appropriations Act (GAA).
This is the reference document for the Budget Execution Document (BED) Forms 1-3 submitted to DBM.

Annual Work and Financial Plans

2016
2017
2018
2019
2020
2021
2022

HPMES Forms 4, 4A and 4B

Quarterly Accomplishment Report

(form 4 & form 5)

The Quarterly Accomplishment Report (HPMES Form 4) presents the Department's physical and financial accomplishments along the performance measures identified in the DSWD Strategic Results Matrix. This provides periodic information on the status of implementation of the Department's programs, activities and projects.This is the reference document for the Budget Accountability Report - Quarterly Physical Report of Operations (BAR-QPRO) submitted to DBM.

Major Final Outputs (MFO) Reports

2016
2017

HPMES Physical and Financial Reports

HPMES Forms 5, 5A and 5B

Semestral Assessment Reports

The Semestral Assessment Report (HPMES Form 5) details the summary of performance for each level of the Department's committed objectives and presents recommendations or necessary actions to address the variances in the Department's accomplishments vis-a-vis plans and targets.

HPMES Assessment Reports

2016
2017
2018
2019
2020
2021
2022

HPMES Forms 6, 6A and 6B

Risk Treatment Monitoring Reports

The Risk Treatment Monitoring Reports (HPMES Form 6) details the summary of performance for the Risk Treatment Measures as identified in the Risk Treatment Plan. It presents how risks are mitigated and addressed based on the changes in risk rating once the measures are implemented.