NGDCS-FIDELITY BOND MANAGEMENT SYSTEM

National Government Collection

& Modified Disbursement
System (NGCDS)
Fidelity Bond Management
System
(User Manual Guide)

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1.0 Revision History

Date Version Description Author

March 17, 2021 1 Initial Version IPC

March 25, 2021 2 Added screenshots to various sections IPC

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2.0 Signoffs

Name Organization/ Position Date Signature

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Table of Contents
1.0 Introduction ............................................................................................................................... 5
1.1 Getting Started ...................................................................................................................... 5
2.0 Account Setup........................................................................................................................... 6
2.1 Account Types and Roles ..................................................................................................... 6
2.1.1 BTr System Admin/MISS Admin .................................................................................... 6
2.1.2 P/DO Accounts ............................................................................................................... 7
2.1.3 NGA/GOCC/LGU Accounts ........................................................................................... 8
2.2 Account Creation ................................................................................................................... 9
3.0 Applying for a New Fidelity Bond ........................................................................................... 10
3.1 Steps for application (For agency users): ........................................................................... 10
3.2 Steps for approval (For agency approvers): ....................................................................... 13
3.3 Steps for approval and payment (For P/DO Users): .......................................................... 16
3.4 Steps for confirmation (For P/DO Approvers): ................................................................... 19
3.5 Steps for Creation of the Confirmation Letter (For P/DO Users): ...................................... 19
4.0 Applying of a Renewal Fidelity Bond ...................................................................................... 21
4.1 Steps for application (For agency users): ........................................................................... 21
4.2 Steps for approval (For agency approvers): ....................................................................... 21
4.3 Steps for approval and payment (For P/DO Users): .......................................................... 21
4.4 Steps for confirmation (For P/DO Approvers): ................................................................... 22
4.5 Steps for Create Confirmation Letter (For P/DO Users): ................................................... 22
5.0 Applying of a Cancel Fidelity Bond......................................................................................... 22
5.1 Steps for application (For agency users): ........................................................................... 22
5.2 Steps for approval (For agency approvers): ....................................................................... 23
5.3 Steps for approval of cancel bond (For P/DO Users):........................................................ 23
5.4 Steps for confirmation (For P/DO Approvers): ................................................................... 23
5.5 Steps for Create Confirmation Letter (For P/DO Users): ................................................... 23
6.0 Print Reports ........................................................................................................................... 23
6.1 Steps for Generate Print Report (For P/DO Users): ........................................................... 24

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1.0 Introduction

The Fidelity Bond Module ensures safety and provides insurance protection for employees of
the Philippine government. It is designed to allow employees application for Fidelity Bonds
through the website (https://ngcds.treasury.gov.ph/fidelity), in which each application must first
be authorized and proceeded by the agency approver.

1.1 Getting Started

Open your web browser’s address bar and type the Fidelity Bonds website
(https://ngcds.treasury.gov.ph/fidelity) then press enter.

The main homepage will open and request for user login credentials. For new users, ask the
appointed agency approver for account creation and/or credentials, this process will be
explained in section 2.0 Account Setup.
Input the correct credentials and click the Login button, this will lead to the Fidelity System.

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2.0 Account Setup

The Fidelity Bond Module consists of multiple user levels for each organization and its
branches; the admin, the approver, and the user. Each level has its role and function to the
website and each agency.

2.1 Account Types and Roles

2.1.1 BTr System Admin/MISS Admin

The BTr System Admin is the highest level of authority in the system that manages the account
creation and approvals of PDO accounts as well as oversees the entirety of the system itself.

This role has the ability to:

 View the list of active admins.
 Activate and deactivate P/DO admins and accounts.
 See the approval list of the newly created P/DO admins.
 Approve and reject newly created users.

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2.1.2 P/DO Accounts

1. P/DO Admin

Creates and approves user and approver roles for P/DO, as well as admin roles for
NGA, LGU and GOCC.

This role has the ability to:

 View the list of active agency's admins, P/DO approvers and P/DO users.
 Add new P/DO approvers and users.
 Add and approve new admins to each agency (NGA/GOCC/LGU).
 Deactivate all users in the activated accounts list.

2. P/DO Approver
Approves user roles, confirms bond applications, and sends confirmation letters.

This role has the ability to:

 See the approval list of created P/DO users.
 Activate bond applications.
 Approve or reject created P/DO users.

3. P/DO User
Submit the bond applications for approval to the P/DO approver.
Manually creates the ATAP for bond applications, also tags them as paid. Creates and
sends the confirmation letter of activated bond applications.

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This role has the ability to:

 Generate print report in different format like

MASTERLIST of Maturing Bonds

MASTERLIST of Bonded Accountable Officers and Employees - Cancelled
MASTERLIST of Bonded Accountable Officers and Employees - By Type of
Accountability (Cash, Property, Others)
MASTERLIST of Bonded Accountable Officers and Employees - By Agency Type
MASTERLIST of Bonded Accountable Officers and Employees - By Organization Code
Report of Deposited Collections of Fidelity Bond Premia
Report of Deposited Collections of Fidelity Bond Premia – By Agency

2.1.3 NGA/GOCC/LGU Accounts

1. Admin
Creates users for the appointed agency (NGA/GOCC/LGU). Oversees the activities of
bond applications and its accounts.

This role has the ability to:

 View the list of active agency approvers and users.
 Add new agency admins and approvers.
 Activate Deactivate all users in the agency.

2. Approver
Approves users created by Admin, approval of bond applications, and processes online
payment transactions.

This role has the ability to:

 See the approval list of the agency.
 Approve the agency users.
 Approve Bond applications.
 Process online payment transactions

3. User
Applies/files for Fidelity Bond online application. The client of the system.

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2.2 Account Creation

To begin the process of creating accounts and roles for each agency, please do the following
steps:

P/DO Admin
1. Open the Fidelity Bonds website (https://ngcds.treasury.gov.ph/fidelity)
2. Log in with the BTr System Admin credentials and the NGCDS Fidelity system will open.
3. Click the ‘User Management’ Tab and choose ‘Manage Users’.
*This panel shows the list of active Admin Users, the BTr System admin has the ability to activate
and deactivate user accounts.
4. Click ‘Add User’ and input all the information needed.
5. Once all the information has been reviewed, proceed with ‘Create P/DO Admin’.
6. The P/DO Admin will receive an email notification containing a temporary password that
can be changed on the next login.
*Password must meet password complexity policy

P/DO Approver and User

1. Open the Fidelity Bonds website (https://ngcds.treasury.gov.ph/fidelity)
2. Log in with the P/DO Admin credentials and the NGCDS Fidelity system will open.
3. Click the ‘User Management’ Tab and choose ‘Manage Users’.
4. Click ‘Add User’ and input all the information needed, including the type of user.
5. Once all the information has been reviewed, proceed with ‘Create P/DO Approver/User’.
6. The created account will receive an email notification containing a temporary password
that can be changed on the next login.

Agency Admin
1. Open the Fidelity Bonds website (https://ngcds.treasury.gov.ph/fidelity)
2. Log in with the P/DO Admin credentials and the NGCDS Fidelity system will open.
3. Click the ‘User Management’ Tab and choose ‘Manage Users’.
4. Click ‘Add User’ and input all the information needed, including the type of user.
5. Once all the information has been reviewed, proceed with ‘Create *Agency* Admin’.
6. The created account will receive an email notification containing a temporary password
that can be changed on the next login.

Agency Approver
1. Open the Fidelity Bonds website (https://ngcds.treasury.gov.ph/fidelity)
2. Log in with the Agency Admin credentials and the NGCDS Fidelity system will open.
7. Click the ‘User Management’ Tab and choose ‘Manage Users’.
8. Click ‘Add User’ and input all the information needed, including the type of user.
9. Once all the information has been reviewed, proceed with ‘Create *Agency* Approver’.

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10. The created account will receive an email notification containing a temporary password
that can be changed on the next login.

Agency User
1. Open the Fidelity Bonds website (https://ngcds.treasury.gov.ph/fidelity)
2. Log in with the Agency Admin credentials and the NGCDS Fidelity system will open.
3. Click the ‘User Management’ Tab and choose ‘Manage Users’.
4. Click ‘Add User’ and input all the information needed, including the type of user.
5. Once all the information has been reviewed, proceed with ‘Create *Agency* User’.
6. The agency approver will review the application and approve.
7. The created account will receive an email notification containing a temporary password
that can be changed on the next login.

3.0 Applying for a New Fidelity Bond

The application for a New Fidelity Bond requires an agency user account (NGA, GOCC, LGU).

3.1 Steps for application (For agency users):

1. Log in to the system with the correct credentials.
2. In the Navigation panel click Manage Fidelity Bond and then click ‘New Bond” button.
3. Input the required Personal Information and then click on the ‘Continue’ button to
proceed to the next screen. The system will prompt for any missing or invalid entries.

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4. Input the Character Reference and ID information and then click on the ‘Continue’ button
to proceed to the next screen. The system will prompt for any missing or invalid entries.

5. Input the Bond Coverage and Amount of Accountability details and then click on the
‘Continue’ button to proceed to the next screen. The system computes the total premium
based on the selected Bond Period Coverage and will prompt for any missing or invalid
entries.

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6. The system will display the Agency and Placement of Assignment details together with
the Accountability Summary. Enter the Date Assumption and then click on the ‘Finish’
button to submit the bond for agency approval.

7. The system will return to the Manage Fidelity Bond Applications window and display the
newly created bond with a status of “FOR AGENCY APPROVAL”.

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3.2 Steps for approval (For agency approvers):

1. Log in to the system with the correct credentials.
2. In the navigation panel click Fidelity Bond Approval and then click on the ‘APPROVE’
button of the bond you wish to transact.
*Shows the list of Fidelity Bonds for approval.

3. Review the Personal Information and then click on the ‘NEXT PAGE’ button if the
approval process should continue. Click on the ‘SUSPEND APPLICATION’ button if
approval process should be suspended.

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4. Review the Character Reference and ID information and then click on the ‘NEXT PAGE’
button if the approval process should continue. Click on the ‘SUSPEND APPLICATION’
button if approval process should be suspended.

5. Review the Bond Coverage and Amount of Accountability details and then click on the
‘NEXT PAGE’ button if the approval process should continue. Click on the ‘SUSPEND
APPLICATION’ button if approval process should be suspended.

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6. Review the Agency and Placement of Assignment details together with the
Accountability Summary and then click on the ‘NEXT PAGE’ button if the approval
process should continue. Click on the ‘SUSPEND APPLICATION’ button if approval
process should be suspended.

7. Click ‘Approve button’ on the last page and then click the ‘Approve’ button in the popup
window.

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8. *Optional The Agency Approver can pay online the fidelity bond via linkbiz portal
9. The application will be sent to the P/DO User for processing.

3.3 Steps for approval and payment (For P/DO Users):

1. Log in to the system with the correct credentials.
2. In the navigation panel click ‘Manage ATAP’ and choose ‘Create ATAP’
3. Fill up the form with the necessary information.

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4. To see the fidelity bond choose the right agency also the operating unit of the agency
user who created the bond and after all click ‘Save button’ to finish creating ATAP.

Once the bond application has been paid:

1. In the navigation panel click ‘Fidelity Bond Approval’ and then click ‘Tag as Paid’ button.

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2. Review the Personal Information, Character Reference and ID information, Bond

Coverage and Amount of Accountability details, Agency and Placement of Assignment
details together with the Accountability Summary. Click on the ‘TAG AS PAID’ button for
to mark the bond application as paid.

To confirm the bond application:

1. In the navigation panel, click ‘Manage Confirmation’ and then click ‘PREPARE LETTER
OF CONFIRMATION’ button.
2. Click ‘SUBMIT FOR P/DO APPROVAL’ button.

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3. The P/DO Approver will now review and process the application.

3.4 Steps for confirmation (For P/DO Approvers):

1. Log in to the system with the correct credentials.
2. In the navigation panel, click ‘Manage Confirmation’ and then click ‘FOR P/DO CHIEF
APPROVAL’ (orange) button.
3. Click on the ‘APPROVE” button in the popup window.
Once confirmed, the Fidelity Bond will now be activated and the user will be notified.

3.5 Steps for Creation of the Confirmation Letter (For P/DO Users):
1. Once the bond application has been activated, log in the system as P/DO User to create
Confirmation Letter.
2. In the navigation panel click ‘Print Confirmation’ and then click ‘CREATE
CONFIRMATION LETTER’ (blue) button.

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3. Input the correct details, organization type, agency, and operating unit to see the new
activated bond application and then click on the ‘Save’ (orange) button.

4. The CONFIRMATION LETTER is generated and is now ready for printing or

downloading.

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4.0 Applying of a Renewal Fidelity Bond

The application for a Renewal Fidelity Bond requires an agency user account (NGA, GOCC,
LGU).

4.1 Steps for application (For agency users):

1. Log in to the system with the correct credentials.
2. In the Navigation panel click Manage Fidelity Bond and click “Cancellation button” in
status column
3. Choose in the Choices Increase of Accountability…. Or to be specific the reason for
renewal choose Others (with credit) and indicate the reason.
4. The system will show the old details in the third page change some amount
accountability and proceed to finish the renewal fidelity bond.
5. The Renewal Fidelity Bond will going to Agency Approver

4.2 Steps for approval (For agency approvers):

1. Log in to the system with the correct credentials.
2. In the navigation panel click ‘Fidelity Bond Approval’ link.
*Shows the list of Fidelity Bonds for approval.
*Shows the APPN, Name of Official, Date Accomp, Type, Bond, Premium, Validity Period, Status,
and Action.
3. To view the Renewal Fidelity Bond Application Form, click the eye icon with label GF-57
(green) button under ‘Status label’.
*Views all information in the user’s application form.
4. Click ‘Approve button’ on the last page, click the ‘Approve Application’ button.
5. *Optional The Agency Approver can pay online the fidelity bond via linkbiz portal
6. The application will be sent to the P/DO Approver/User for processing.

4.3 Steps for approval and payment (For P/DO Users):

1. Log in to the system with the correct credentials.
2. In the navigation tab, click ‘Manage ATAP’ and choose ‘Create ATAP’
3. Fill up the form with the necessary information and click ‘Save’.
4. To see the fidelity bond choose the right agency also the operating unit of the agency
user who created the bond and after all click ‘Save button’ to finish creating ATAP.

Once the bond application has been paid:

1. In the navigation tab click ‘Fidelity Bond Approval’
2. Click ‘Tag as Paid’, then the ‘Next Page’ button.
3. Review all the information of the bond application.
4. Choose ‘Tag as Paid’.

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5. The bond application is now tagged as paid.

To confirm the bond application:

1. In the navigation tab, click ‘Manage Confirmation’.
2. Type the identity in the search box and look for the application.
3. Click ‘Prepare Letter of Confirmation’.
4. Click ‘Submit for P/DO Approval’.
5. The P/DO Approver will now review and process the application.

4.4 Steps for confirmation (For P/DO Approvers):

1. Log in to the system with the correct credentials.
2. In the navigation tab, click ‘Manage Confirmation’.
*views the following Application Number, Name of Official, Organization, Date and Status for
each application
3. Click ‘FOR P/DO CHIEF APPROVAL’ (orange) button.
4. Choose ‘Approve”.

Once confirmed, the Fidelity Bond will now be activated and the user will be notified.

4.5 Steps for Create Confirmation Letter (For P/DO Users):

1. Once the renewal bond application activated need to log in the system in P/DO User to
create Confirmation Letter
2. In the navigation tab click ‘Print Confirmation’ link.
*Shows the list of created confirmation letter.
3. Click ‘Create Confirmation Letter’ (blue) button.
4. Input the correct details also select correct organization type, agency and operating unit
to see the renewal activated bond applications
5. Click ‘Save’ (orange) button

5.0 Applying of a Cancel Fidelity Bond

The application for a Cancel Fidelity Bond requires an agency user account (NGA, GOCC,
LGU).

5.1 Steps for application (For agency users):

1. Log in to the system with the correct credentials.
2. In the Navigation click Manage Fidelity Bond and click “Cancellation button” in status
column
3. Choose in the Choices Retirement Or to be specific the reason for cancel choose Others
(without credit) and indicate the reason.
4. The system will show the old details in the.
5. The Cancel Fidelity Bond will going to Agency Approver

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5.2 Steps for approval (For agency approvers):

1. Log in to the system with the correct credentials.
2. In the navigation tab click ‘Fidelity Bond Approval’ link.
*Shows the list of Fidelity Bonds for approval.
*Shows the APPN, Name of Official, Date Accomp, Type, Bond, Premium, Validity Period, Status,
and Action.
3. Click ‘Approve button’ on the last page, click the ‘Approve Application’ button.
4. The application will be sent to the P/DO Approver/User for processing.

5.3 Steps for approval of cancel bond (For P/DO Users):

1. Log in to the system with the correct credentials.
2. In the navigation tab, click ‘Manage Confirmation’.
3. Type the identity in the search box and look for the application.
4. Click ‘Prepare Letter of Confirmation’.
5. Click ‘Submit for P/DO Approval’.
6. The P/DO Approver will now review and process the application.

5.4 Steps for confirmation (For P/DO Approvers):

1. Log in to the system with the correct credentials.
2. In the navigation tab, click ‘Manage Confirmation’.
*views the following Application Number, Name of Official, Organization, Date and Status for
each application
3. Click ‘FOR P/DO CHIEF APPROVAL’ (orange) button.
4. Choose ‘Approve”.

Once confirmed, the Canceled Fidelity Bond will now be activated and the user will be notified.

5.5 Steps for Create Confirmation Letter (For P/DO Users):

1. Once the canceled bond application activated need to log in the system in P/DO User to
create Confirmation Letter
2. In the navigation tab click ‘Print Confirmation’ link.
*Shows the list of created confirmation letter.
3. Click ‘Create Confirmation Letter’ (blue) button.
4. Input the correct details also select correct organization type, agency and operating unit
to see the canceled activated bond applications
5. Click ‘Save’ (orange) button

6.0 Print Reports

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The system have print reports of whole bond application it can generate in different format by
the P/DO user

6.1 Steps for Generate Print Report (For P/DO Users):

1. Log in to the system with the correct credentials.
2. In the navigation tab click ‘Print Reports’ link.
3. Input all the details needed choose the District/Provincial Office and also select date of
Period and to.
4. It can generate the report in different format:

MASTERLIST of Maturing Bonds

MASTERLIST of Bonded Accountable Officers and Employees - Cancelled
MASTERLIST of Bonded Accountable Officers and Employees - By Type of
Accountability (Cash, Property, Others)
MASTERLIST of Bonded Accountable Officers and Employees - By Agency Type
MASTERLIST of Bonded Accountable Officers and Employees - By Organization Code
Report of Deposited Collections of Fidelity Bond Premia
Report of Deposited Collections of Fidelity Bond Premia – By Agency

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