Budgeting Process for Holy Gardens Group

Memorandum:

TO        BPI Accounting

cc:        HR  MLII, blog

Objectives:

1.  To prevent non remittance late remittance of JV share, or funds due to MLII

2.  To ensure liquidity;

3.  To push people at SBI collect near their target

Realiity:

1.  In the past we had to borrow funds to cover PC and even JV sharing;

2.  Lately we had repeat of same cases where we are unable to write checks for JV sharing;  that is a ground for termination of JV and should be avoided at all costs

3.  We saw that the latest budget for CV has been corrupted and funds set aside have been removed, thus causing the problems of late, non remittance.  The budgeting process is not observed

THE BUDGETING PROCESS WAS NOT PROPERLY TURNED OVER? (We should have asked when the dismissed employee applied for a clearance)

We have a memorandum regarding the minimum contents of a budget statement prior to CV approval.

Your attention is hereby called on the budgeting format which has been truncated (the funds set aside)

You were asked to refer to the old budget and you said they could not be found ( I suggest that extreme efforts be made to locate retrieve these files) OR THAT YOUR GOOD OFFICE ORGANIZE YOUR FILES.

You are to reformat your budget accordingly if  I may reconstruct from memory what it should contain:

Beginning Balance

Add:

    1.  Gross collection

     Less:

     ME  (compute for % it varies with SBUs)

     PC

     VAT

     Capf

     IF

     TOTAL of amounts collectible from Gross Sale

     Less:   other funds set aside:

     1.  Corporate loans payable

     2    Advances from sister SBUs

     3.  JV share (amounts vary with SBUS)

     Total funds set aside

NET AMOUNT AVAILABLE FOR OPERATIONS

FOR STRICT COMPLIANCE.   

Please implement for next CVS starting today.  January 6, 2015

Please turn over accordingly in case of change of employer.

LET US BE MORE PROFESSIONAL IN OUR JOB

There is an MC for this.

Jorge  S

The Holy Gardens Group - "THE MEMORIAL EXPERTS"

Please reply.    CCD 2.27

CONFIDENTIALITY NOTICE/disclaimer:   The information contained herein is strictly confidential in nature and is the property of Holy Gardens Group and intended only for the intended recipient and its  reuse,reprinting or taking action other than the intended party is strictly prohibited. Holy Gardens assume no responsibility liability arising from such unauthorized use.

RRURAC:    Read, Respond, Understand, Reflect, Apply and Check

BIDDA:    BELIEVE INSPIRE DREAM DO ACHIEVE

Google.com+/HolyGardensGroup

Fwd: Punctuality

Memorandum

Subject Punctuality and joining teamwork activities

December 8, 2014

Greetings:

A great Immaculate Concepcion greetings.

It has been noted that:

1.  You are late in PE or occasionally fail to  attend to attend PE.  This is a part of our corporate affairs to develop teamwork and unity and your good office shall cooperate and join this regularly faithfully.

2.  Punctuality is the mother of all virtues and traits;  faithfulness, honesty, integrity starts from punctuality and you are enjoined to improve in this department.  These observations affect your performance evaluation/promotion

Your punctuality in attendance somehow carry over on how you do your perform in your job which follow the same pattern as we observe.

Thanks and more beautification needed at HGOMP

TO      :   Aprilyn

January 11, 2014

Subject:   Park Beautification

1.  There are seven point strategic actions for 2014.  KIndly email to me what they are and discuss:

1.  Your relation/relevance to them

2.  How when, how much, who, where help you execute them.

2.  One of them is park beautification

   We walked through the park yesterday.  What will happen to our walkthrough?  I think a lot can be done to beautify still the park.  List down the items were pointed out and what when will they be executed/corrected?

Multiply this variegated plant

Alisin ang weeds

Putulin Neem tree, ipil, at madre cacao;  plant ornamental plants ner every concrete posts.

Dagdagan mga tanim sa planting strip;  duon itanim ang mga laman ng nursery

Pantayin ang mga lupa;

Alisin ang mga bato, tansan cigarette butts

For action/compliance

Jorge US

Holy Gardens Group

Performance evaluation for H2 2013

Updated  12.19.2013

---------- Forwarded message ----------
From: Holy GardensGroup <holygardens.group@gmail.com>
Date: Wed, Dec 18, 2013 at 5:14 AM
Subject: Performance evaluation for H2 2013
To: "hgmpgreenhills ." <hgmp.calamba@gmail.com>, Holy Gardens Pangasinan <hgmp.pangasinan@gmail.com>, AP Bereavement Providers <bpi.acctng@gmail.com>, Holy Gardens Calapan Calapan <hgmp.calapan@gmail.com>, holygardens launion <hgmp.launion@gmail.com>, HGOMP Memorial Park <hgmp.oton@gmail.com>, Majorem Investor <majorem.lending@gmail.com>

Memorandum :   

TO      :   All

Subject:   Performance Evaluation

Date:   December 18, 2013

I am embarking on Performance Evaluation of H2 performance (2nd semester 2013 until November 2013)

The evaluation covers:

1.  Achievement of objectives/outcomes  (assigned targets/agreed objectives)  ranges from 30 to 40 points

2.  Outputs:  submission of required reports, posting of blogs:  Holy Gardens Group Griefshare.  20%  (many CMOs/sbus were amiss or were posting incomplete best pictures and kaizen reports)

DPMS by CSS

Weekly written reports by CMOs

3.  Inputs  -  20%

Communication:   answering texts and emails

Learning:   journals, comments at the Community Site

Book reports.

We can only rely on the available records and submission of documents.  If none is available, I would be forced to give a 0 grade

I might be sending you the PE forms for completion if none is available.

For your proper guidance

If you do not reply to this email, there will be additional subtraction from your CMOs Performance Evaluation

Jorge Saguinsin

concurrent HR



The complete guidelines:

Observance of CCD

Memorandum:  

To:      All SBU chiefs

Subject:    Email and  hard copy acknowledgement

1.  You are to acknowledge the receipt of the above copy of ccd.  Follow the prescribed procedures at the beginning of the memorandum

2.  Discuss and understand each item one by one with your staff;

3.  We have been amiss in the strict implementation of the CCD.  Expect stricter execution

4.  We hope that we can be better if we work together as one.

Jorge Saguinsin

CONFIDENTIALITY NOTICE/disclaimer:   The information contained herein is strictly confidential in nature and is the property of Holy Gardens Group and intended only for the intended recipient and its  retransmittal , reuse,reprinting or taking action other than the intended party is strictly prohibited. Holy Gardens assume no responsibility liability arising from such unauthorized use.

RRURAC:    Read, Respond, Understand, Reflect, Apply and Check

BIDDA:    BELIEVE INSPIRE DREAM DO ACHIEVE

---------- Forwarded message ----------
From: Holy GardensGroup <holygardens.group@gmail.com>
Date: Thu, Nov 21, 2013 at 8:10 PM
Subject: Observance of CCD
To: AP Bereavement Providers <bpi.acctng@gmail.com>, Holy Gardens Pangasinan <hgmp.pangasinan@gmail.com>, "hgmpgreenhills ." <hgmpcalamba@gmail.com>, Majorem Investor <majorem.lending@gmail.com>

Memorandum:  To All SBU heads/chiefs

November 21, 2013

Goal:

1.  To develop winners and winning organization;

2.  To be more competitive and organized

3.  To develop the culture of execution and excellent execution

Reality:    Reports are not submitted on time, CMOs do not answer emails and texts, subordinates do not observe FAR in their dealings and communication with the boss, there are abandonments, unfinished work, unfiled missing reports and documents, were are being fined right and left by government agencies for failure to comply.

What to do next:   Review and reminder of our CCD

1.  Classes of offenses:

    A  -   First offense:      oral reprimand

            Second offense:  written reprimand

            Third offense:      3 days suspension

    B      First offense:       written reprimand

            Second offense:  4 days suspension

            Third offense:      dismissal

    C      First offense:       5 days suspension

             Second offense:  dismissal   

     D.     First offense:      dismissal

2.  Examples of offenses commonly committed

    1. 9   -   Refusal to render overtime, rest day or holiday work when required       -  Class D

    2.2.  -    Non cooperation in any group work activity, like athletic meet, outings, meetings and seminar (this includes early attendance for am talk and PE)       -  Class A

   2.4   -  Doing unsatisfactory work  (we witness many of these  -  CV, files, check making, proof sheets, PDCA, daily, weekly reports, not complying with reading of blogs, etc)

   2. 12  -  Loitering or wasting  time during working hours  (do I see many staff doing non marketing jobs on their personal FB?)    Class C

   2. 15  - Leaving work assignments, project sites, without personally notifying or obtaining permission from immediate supervisor   -  Class C

   2.20  -  Obtaining materials and supplies fraudulently or at  a higher cost

 knowing that the same can be obtained at a much lower cost....xxx   Class D

(One of our officers in the south was caught in the act...doing this)

   2.22  -  Signing approving a transaction where one is not duly authorized to approve such a transaction (such as hiring someone without approval) or purchasing without approved PO)                          Class D

   2.29  -  Refusing to follow and obey company orders or to perform assigned tasks (many tasks that have been assigned or not done could fall under this category and many are guilty of this:   submitting weekly reports, DPMS,  reporting interments, posting obits on time, posting of FOFF,  )   Class D

   2.30  - Refusing work assignments  - D (either openly or silently disobeying)

   2. 25  - Neglecting to follow company orders or assigned work  -  Class D.

   2.41  - Failure to account for cash advances     -  Class D.  

   2.43  -  Failure to finish/submit assigned work, project on agreed time  - Class C (all ready especially at 3ffb, many would have to be removed for this sin);  TPM cards, dent reports, Kaizen report and 5 best pictures for Holy Gardens community blog due every Saturday;   weekly CMOs hard copy reports every Saturday afternoon

   2.44  -  Failure to  submit /finish work as per standards -  Class C  ( 5 sets of pictures of Holy Gardens group,  6 items to be reported for weekly Kaizen report.

We can be better right?  Than our competitor?  Compared to our behavior before?

It is all about getting better every day....

CONFIDENTIALITY NOTICE/disclaimer:   The information contained herein is strictly confidential in nature and is the property of Holy Gardens Group and intended only for the intended recipient and its  retransmittal , reuse,reprinting or taking action other than the intended party is strictly prohibited. Holy Gardens assume no responsibility liability arising from such unauthorized use.

RRURAC:    Read, Respond, Understand, Reflect, Apply and Check

BIDDA:    BELIEVE INSPIRE DREAM DO ACHIEVE

Memorandum: Answering Emails and Commenting on the Relevant Posts related to Business

TO    :    Ms. Brenn Garcia

              RCC

              Danica G. Ordinario

              Aprillyn Caragayan

              Cynthia Cartago

              Eddie Borejon

              EPR

Subject:  Communications

Date:   October 11, 2013

Communication, I would like to repeat means:

A COMMUNITY

UNITY

ONENESS

THAT IS BOTH A GOAL AND A PROCESS

However we are nowhere near that as:

1.  Blogs are not visited/nor commented to

2.  Emails are not answered responded to.

These are both the positive and negative rewards connected to communication:

1.  Positive:  inclusion as one of the points in performance evaluation for promotions

2.  Negative:   for CCD initially subject as Class B offense for first offense and C and D.  C and D limits ones qualification for rewards.

Oton and Calupan habitually neglect this communication business.

Only if we are 100% capacitated to communicate can we hope to achieve growth and progress.

WHAT TO DO NEXT:

Let us communicate well.

Let communicate better

Let us answer all emails, including blog notifications.

Let us make communication a good and daily habit.

For strict compliance and execution

CONFIDENTIALITY NOTICE/disclaimer:   The information contained herein is strictly confidential in nature and is the property of Holy Gardens Group and intended only for the intended recipient and its  retransmittal , reuse,reprinting or taking action other than the intended party is strictly prohibited. Holy Gardens assume no responsibility liability arising from such unauthorized use.

Economy interment fees

 1.         WHAT:

 1.      Adjustment on the P’s of interment.

 2.      Owning a particular segment in interment experience.

 2.      OBJECTIVES:

 1.      Cost recovery to reflect increase in the price of vault and other inputs to the interment.

2.      To create memorable and liberating experience for the customers and their friends so that they will specify Holy Gardens in the future.

3.      To comply with the expanded Senior Citizen Discount.

3.     The following shall be the new schedule of Interment Fee for all SBU effective August 1, 2010 to December 31, 2010.

SBU	ECONOMY (OLD PRICE)	ECONOMY (NEW PRICE)	DE LUXE (OLD PRICE)	DE LUXE (NEW PRICE)	LUXURY
Pangasinan	P 11, 950.00	P 13,000.00	P 16,000.00	P 22,000.00	P 26,000.00
La Union	P 10, 950.00	P 13,000.00	P 16,500.00	P 21,500.00	P 26,000.00
Greenhills	P 10, 950.00	P 13,000.00	P 17,000.00	P 22,500.00	P 26,000.00
Oton	P 13, 000.00	P 11,000.00	P 16,000.00	P 20,500.00	P 25,000.00
Calapan	P 11,000.00	P 10,000.00	P 14,000.00	P 18,000.00	P 23,000.00

4.      The program of implementation of increase for De Luxe and Luxury Interment will be as follows:         

            Annex A - Beginning on August 1, 2010 until December 1, 2010.

            Annex B – January 1, 2011 to June 30, 2011

Annex C – July 1, 20100 to December 21, 2011

Should there be further increase in materials, any increase of price of materials > 5% shall be increased on a material per material basis. SRP shall be adjusted accordingly inspite of said schedule. 

5.   Senior Citizen who shall be interred is entitled to 20% discount. The photo copy of the Senior Citizen I.D. given the discount will be attached to t he Interment Authorization.

 6.      The surcharges shall be as follows:

Sunday Interments + 10%

Interment on Legal Holidays + 20%

7.      Rush Interment + 40% (irrespective whether its Holiday or Sunday)

N.B.

            Rush Interments are interments where notices are less than 72 hours prior to interment.

8.      The minimum budget for the service items are as follows:

Refreshments                        P 1,000.00

Funeral Pack                         P 300.00

Memory Board                     P 300.00

Additional for Luxury Interment:

            Tribute                        – P 3,000.00

            Philstar Obit             -  P  2,000.0

9.      For the ordinary interment, the following shall be the minimum:

1.      Old motif

2.      Old carpets

3.      Old chairs (24 chairs)

4.      Songs

5.      Sound system (Konzert 500 watts)

6.      You tube and Obituary in multiply

10.  Owning the segment  - the following shall be routine / ordinary experience for the customers for De Luxe interment:

1.      Guest book

2.      Memory display

3.      Convoy / convoy ribbon

4.      Gate pass

5.      Ceremonies, prayer, speeches of the member of the family

11.  Formal / uniform dress by ISG and CSS

1.  The following are the segments we would like to own:

1.      Electronic Tribute

2.      Funeral packs

3.      Refreshments

4.      Memorialization

5.      Memorabilia / Souvenir

12.  Manner of presentation of interment fee options:

The De Luxe and Luxury shall be first mentioned to the customers especially if they are SC. The Economy interment shall be always presented as the last option.  For all intents and purposes, the regular Interments are discounted interments already and can no longer be discounted for Senior Citizens.

13.  For non Senior Citizens, ACMO/CMOs are authorized to give a maximum of 10% for luxury and deluxe interment.

14.  INCENTIVES:

P 300.00 incentives will be given to the following:

CSS2 – 150.00

CSS1 -  100.00

CMO -   50.00

Ø      for De Luxe interments (undiscounted) accepted by customers who are not Senior Citizen.

           

P 600.00 incentives will be given for the following:

                                    CSS2 – 250.00

                                    CSS1 – 200.00

                                    CMO – 150.00

Ø      for all Luxury interments who are not Senior Citizen and undiscounted.

Payable at every reimbursement in check. Provided: (all or nothing)

1.      Complete items in interment report especially blue grass and marker.

2.      Reimbursement sent within seven (7) days.

3.      Complete attachments.

4.      Excellent rating.(Complete all service items).

Holy Gardens Memorial Park Group Customer Service, Excellence,Learning, Flexibility and Adaptability for all "Helping in the Grief of Many People"

Standard Pricing and Costing for Interments

Constant & close communication. 5 disciplines: mental models, personal mastery, systemic thinking, shared vision, team learning. Are we close?Strictly acknowledge reading and understanding by promptly making a comment..comply.

November 14, 2011

TO : ALL CONCERNED

SUBJECT : PROPOSED IMPROVEMENT IN STANDARD PRICING COSTING, & OWNING THE SEGMENT

1. WHAT:

2. Adjustment on the P’s of interment.

3. Owning a particular segment in interment experience.

2. OBJECTIVES:

1. To rationalize the interment expenses incurred for every SBU.

2. Cost recovery to reflect increase in the price of vault and other inputs to the interment.

3. To create memorable and liberating experience for the customers and their friends so that they will specify Holy Gardens in the future.

4. To comply with the expanded Senior Citizen Discount.

3. The following shall be the schedule of Interment Fee for all SBU effective November 14, 2011.

SBU	DE LUXE	LUXURY
Pangasinan	P 21,900.00	P 25,900.00
La Union	P 21,450.00	P 25,900.00
Greenhills	P 22,490.00	P 25,950.00
Oton	P 20,490.00	P 24,950.00
Calapan	P 18,500.00	P 22,950.00

Should there be further increase in materials, any increase of price of materials > 5% shall be increased on a material per material basis. SRP shall be adjusted accordingly.

2. Senior Citizen who shall be interred is entitled to 20% discount. The photo copy of the Senior Citizen I.D. (Office of the Senior Citizens Affair) given the discount voucher acknowledge by customers which will be attached to the Interment Authorization.

3. The surcharges shall be as follows:

Sunday Interments + 10%

Interment on Legal Holidays + 20%

4. Rush Interment + 40% (irrespective whether its Holiday or Sunday)

Rush Interments are interments where notices are less than 72 hours prior to interment. To rationalize the interment service offer to customers, the minimum budgets for the service items are as follows:

Refreshments Php 1,000.00

*which includes solid and liquid refreshments

Funeral Pack Php 400.00

*which includes biscuits, coffee, candies and chips

Memory Board Php 250.00

Flowers Php 150.00

Balloons Php 400.00

Memorial Notice Php 100.00

Souvenir Php 150.00

Excavation and Services as per SBU

Marker Engrave as per SBU

Additional for Luxury Interment:

Tribute - Php 3,000.00

For the said interments, the following shall be the minimum:

1. Motif

2. Carpets

3. Chairs

4. Songs

5. Sound system

6. You tube, Grief share and Obituary

5. Owning the segment - the following shall be routine / ordinary experience for the customers for De Luxe interment:

1. Guest book

2. Memory display/ Memory Board

3. Convoy / convoy ribbon

4. Gate pass

5. Ceremonies, prayer, speeches of the member of the family

6. Formal / uniform dress by ISG and CSS

7. Prayer

8. Funeral Packs

9. Ribbon

10. Balloons with prayer petition

6. The following are the segments we would like to own:

1. Electronic Tribute

2. Funeral packs

3. Refreshments

4. Memorialization

5. Memorabilia / Souvenirs

6. Obits

7. Convoy

8. Convoy Items

7. Manner of presentation of interment fee options:

The Luxury shall be first mentioned to the customers especially if they are SC. The De Luxe interment shall be always presented as the last option.

8. All other discounts are abolished except for Senior Citizen’s Discount.

9. On the 40^th day, sympathy cards, cakes/ flowers for the bereaved family.

10. INCENTIVES:

A. Incentives

P 200.00 incentives will be given to the following:

CSS2 – 150.00

CMO - 50.00

Ø For De Luxe interments (undiscounted) accepted by customers who are not Senior Citizen.

P 400.00 incentives will be given for the following:

CSS2 – 250.00

CMO – 150.00

Ø For all Luxury interments who are not Senior Citizen and undiscounted.

Interment Incentives payable at every reimbursement in check.

Provided: (all or nothing).

1. Complete items in interment report especially blue grass and marker.

2. Reimbursement sent within seven (7) days.

3. Complete attachments.

4. Excellent rating. (Complete all service items).

B. Other Incentives

a. Preparation of slide share presentation P 100.00

(Minimum of 15 slides)

b. Preparation of video (daily motion/youtube) presentation P 150.00

(Minimum of 3 minutes presentation)

Other incentives payable upon IF replenishment.

Provided:

1. At least 3 months in the company with Certificate of Orientation for newly hired.

2. Complete CSS (CSS1 and CSS2)

3. Every mistake less P 20.00.

4. Posted at least 5 FOFF per month.

5. Posted pre interment in Holy Gardens Notices and obituary in Grief Sharing maximum of 24 hours upon receipt of Interment Fee.

6. Posted post interment in Holy Gardens Notices maximum of 24 hours after the interment.

7. Uploaded slide share and video presentation at you tube and daily motion maximum of two days after the interment.

8. Excellent interment rating.

9. Updated interment replenishment.

10. Not applicable to OSCA discount and PIS.

11. Subject to audit.

12. Any omission will be a ground for disqualification.

11. Effectivity of the memo shall be on November 14, 2011.

JORGE U. SAGUINSIN

Senior Managing Director