ACTIVITY EFFORT WORKSHEET

Office : MEMBER SERVICES BRANCH/MEMBER SERVICES OFFICE

Section : MEMBERS SERVICES II - SERVICING
Position Title : MEMBERS SERVICES OFFICER (SPECIAL PROJECT: CALAMITY LOAN APPLICATIONS)

Converted Capacity
Type Processing Service Ratio/
Activities Unit/Frequency Total Hours
(RA/NRA) Time Frequency Annual FTE
(hrs./day)
1. Receive and Process Calamity Loan Application
1.1 Receive Calamity Loan Application from walk-in applicant/Fund Coordinator/other MSBs/etc. RA 10.0 sec per application 41 / day 0.1 hrs. 2,457 1.63%
1.2 Check completeness of data in application form and supporting documents. RA 45.0 sec per application 41 / day 0.5 hrs. 2,457 7.31%
1.3 Verify eligibility of applicant in the system. RA 45.0 sec per application 41 / day 0.5 hrs. 2,457 7.31%
1.4 Check and determine the following: RA 45.0 sec per application 41 / day 0.5 hrs. 2,457 7.31%
- With existing STL
- With record for consolidation/merging
- With record from other branches
1.4.1 For member with record for consolidation/merging:
1.4.1.1 Access RTAMS utility to request merging/consolidation of records. RA 3.0 min per application 8 / day 0.4 hrs. 491 5.85%
1.4.1.2 File CL application awaiting for merging/consolidation of records. RA 10.0 sec per application 8 / day 0.0 hrs. 491 0.33%
1.4.2 For member with record for transfer:
1.4.2.1 Request for transfer of records and/or loan details from concerned TAS. RA 3.0 min per application 4 / day 0.2 hrs. 246 2.93%
1.4.2.2 File CL application awaiting for transfer of records. RA 10.0 sec per application 4 / day 0.0 hrs. 246 0.16%
1.4.3 For member with complete number of record within the branch/upon completion of
RA 1.0 min per application 41 / day 0.7 hrs. 2,457 9.75%
merging/consolidation/transfer of records, encode application details to the system.
1.5 For applicants with existing CL, generate Computation of Loan Balance (CLB) and tag "Mark" to
RA 30.0 sec per application 25 / day 0.2 hrs. 1,474 2.93%
close the MPL account.
1.5.1 For problematic account, request verification to STLAD-TAS. RA 15.0 min per application 2 / day 0.5 hrs. 123 7.31%
1.6 Determine member-applicant's preferred mode of release. RA 10.0 sec per application 41 / day 0.1 hrs. 2,457 1.63%
1.7 For member who opt to receive loan proceeds through Disbursement Card, process application for
RA 3.0 min per application 16 / day 0.8 hrs. 931 11.08%
Disbursement Card (applicable for MSBs only).
1.8 Prepare and issue STL Acknowledgement Receipt and release Disbursement Card. RA 30.0 sec per application 41 / day 0.3 hrs. 2,457 4.88%
1.9 Forward CL application and supporting documents to SMSO for review.
(For Member Services Offices, scan and send copy of application and supporting documents to RA 30.0 sec per batch 2 / day 0.0 hrs. 120 0.24%
MSB for review and approval)
Sub Total 29.4 min 41 / day 4.9 hrs. 2,457 70.64%
2. Generate and transmit List of Approved/Disapproved Claims Applications
2.1 Receive approved/disapproved STL applications from approver. RA 1.0 min per batch 1 / day 0.0 hrs. 60 0.24%
2.2 Generate the following:
- List of Approved STL (per mode of release). RA 1.0 min per batch 1 / day 0.0 hrs. 60 0.24%
- List of Problematic STL Applications RA 1.0 min per batch 1 / day 0.0 hrs. 60 0.24%
2.3 Batch application per mode of release and attach application documents to corresponding lists. RA 0.3 min per application 41 / day 0.2 hrs. 2,457 2.44%
2.4 Forward Lists to Approver. RA 30.0 min per batch 1 / day 0.5 hrs. 60 7.14%
2.5 Receive Lists and attached applications from Approver. RA 0.3 min per batch 1 / day 0.0 hrs. 60 0.06%
2.6 Send List of Approved STL (per mode of release) to CASD-TAS for disbursement. RA 1.0 min per batch 1 / day 0.0 hrs. 60 0.24%
2.7 File List of Problematic STL Applications and corresponding application documents for return to
RA 1.0 min per batch 1 / day 0.0 hrs. 60 0.24%
member-applicant/FC.
Sub Total 35.5 min 1 / day 0.8 hrs. 60 10.83%
 Converted Capacity
Type Processing Service Ratio/
Activities Unit/Frequency Total Hours
(RA/NRA) Time Frequency Annual FTE
(hrs./day)
3. Others
3.1 Monitor applications with:
- Request for transfer of records NRA 1.0 min per request 4 / day 0.1 hrs. 246 0.98%
- Lacking Requirements NRA 2.0 min per application 6 / day 0.2 hrs. 369 2.93%
- Posting of CL payments for updating NRA 5.0 min per account 4 / day 0.3 hrs. 246 4.88%
- Request verification of CLB NRA 2.0 min per request 2 / day 0.1 hrs. 123 0.98%
3.2 Notify member on lacking requirements. NRA 3.0 min per application 12 / day 0.6 hrs. 737 8.78%
3.3 Other work related activities assigned from time to time. NRA

HOURS FTE
Major Activities 5.70 81.47%
Minor Activities 1.30 18.53%
Total 7.00 100.00%

Equivalent Manpower : 1.0