BOI Form No.

S1-2

Semestral Report on Actual Investments, Employment and Sales

For the ______ Semester of __________

Name of Firm: _______________________________________

Registration No.: _______________________________________
Date Registered: _______________________________________
Project/Activity: _______________________________________
Ownership: _____% Filipino _____% Foreign

All data/information required refer to the specific registered project for the specific period indicated above. To be
submitted not later than one month after the end of the semester.

A. FOREIGN DIRECT INVESTMENTS DURING THE SEMESTER (Sourced from outside the country)
BALANCES AS OF END OF SEMESTER
A TOTAL ASSETS P
B ACCUMULATED DEPRECIATION
C A+B
D DOMESTICALLY SOURCED LIABILITIES [include loans sourced from
domestic banks (even if foreign denominated loan), accounts payable to
domestic suppliers, other liabilities to domestic entities)
E DOMESTICALLY SOURCED CAPITAL
F RETAINED EARNINGS (Amount X % of domestic sales to total sales)
G FOREIGN DIRECT INVESTMENT (C – D – E – F) P
Above must be filled up by BOI-registered firms with any of the following financial resources/conditions:
- Foreign sourced liabilities – including loans from foreign banks, advances from foreign parent company/stockholder and
other liabilities from foreign sources
- Foreign sourced capital
- Export revenues

B. ACTUAL EMPLOYMENT DURING THE SEMESTER

Number Payroll
Direct Employment
Direct Labor P
Indirect Labor
Administrative and Sales
Total Direct Employment P
Indirect Employment
Satellite Services/Sub-contracted Laborer P
Construction Workers (during development stage)
Total Indirect Employment P
Direct Employment – those that are directly hired by the company (including those under the labor contracting scheme)
Direct Labor shall mean those personnel actually engaged in the production of the registered product but not including the
line supervisors, warehousemen, quality control personnel outside the production line, utility and maintenance personnel
and subcontracted labor.
Indirect Employment – employment opportunities generated as a result of the project, e.g. laborers of sub-contractor and building
contractor, suppliers of raw materials

C. SALES
Export Volume
(indicate unit of measure, e.g. pieces, kilograms, dozens)
Export Sales (US$)
Domestic Volume
(indicate unit of measure, e.g. pieces, kilograms, dozens)
Domestic Sales (PhP) P

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D. TOTAL REALIZED INVESTMENTS DURING THE SEMESTER
MOVEMENT ENDING
BEGINNING
DURING THE BALANCES
BALANCES (A)
SEMESTER (B) (A +/- C)
LOANS/LIABILITIES
Land P P P
Leasehold Improvements
Building
Machinery & Equipment
Office Equipment
Transportation Equipment
Furniture & Fixtures
Other Plant, Property & Equipment
Cash
Others (please specify)

Sub-total Loans/Liabilities P P P
SHARE CAPITAL
Land P P P
Leasehold Improvements
Building
Machinery & Equipment
Office Equipment
Transportation Equipment
Furniture & Fixtures
Other Plant, Property & Equipment
Cash
Others (please specify)

Sub-total Share Capital P P P

RETAINED EARNINGS
Land P P P
Leasehold Improvements
Building
Machinery & Equipment
Office Equipment
Transportation Equipment
Furniture & Fixtures
Other Plant, Property & Equipment
Cash
Others (please specify)

Sub-total Retained Earnings P P P

TOTAL ASSETS P P P
- Names of asset accounts may be changed to conform with the company’s chart of accounts

I hereby certify that the above information is true and correct.

Name __________________________
Position __________________________
Tel/Fax No __________________________

Please contact the Supervision and Monitoring Department at Telephone Nos. 890-9544 and 895-3649 (telefax) should you need
further clarification.

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