ACTIVITY EFFORT WORKSHEET

Office : MEMBER SERVICES BRANCH

Section : MEMBERS SERVICES I - MARKETING AND SALES
Position Title : MARKETING SPECIALIST

Converted Capacity
Type Processing Service Ratio/
Activities Unit/Frequency Total Hours
(RA/NRA) Time Frequency Annual FTE
(hrs./day)
1. Determine Employers for Briefing of the Fund's Programs and Services
1.1 Prepare List of Employers for Fund Briefing of the Funds Products and Services (e.g. Loyalty Card
Deployment, Marketing of MP2, Disbursement Cards, and other future programs and services of RA 30.0 min per month 1 / mon 0.0 hrs. 12 0.36%
the Fund).
1.2 Forward List to SMSO for review. RA 30.0 sec per month 1 / mon 0.0 hrs. 12 0.01%
1.3 Receive reviewed List from Branch Head for preparation of Letter-Request to Conduct Briefing. RA 30.0 sec per month 1 / mon 0.0 hrs. 12 0.01%
Sub Total 30.0 min 1 / mon 0.0 hrs. 12 0.37%
2. Determine Home Owners Associations (HOAs)/Other Working Group
2.1 Prepare letter re: Request for List of Potential Registrants to concerned institutions: RA 5.0 min per institution 4 / mon 0.0 hrs. 48 0.24%
2.1.1 For Kasambahay Membership
- HOA List from HLURB
- Domestic Workers Registry from Local Government Unit (LGU)
2.1.2 For Other Working Group
- TODA/JODA List from LTFRB/LGU Regulating Unit
- List of Cooperatives/Market Vendors/Agri Workers from CDA
2.2 Forward letter to SMSO. RA 5.0 min per institution 4 / mon 0.0 hrs. 48 0.24%
2.3 Receive the following List from SMSO: RA 30.0 sec per institution 4 / mon 0.0 hrs. 48 0.02%
- HOA List
- Domestic Workers Registry
- TODA/JODA List
- List of Cooperatives/Market Vendors/Agri Workers
2.4 Prepare List of HOA/Other Working Groups for Fund Briefing of the Funds Programs and Services
(e.g. Loyalty Card Deployment, Marketing of MP2, Kasambahay Membership, Disbursement Cards, RA 5.0 min per month 4 / mon 0.0 hrs. 48 0.24%
and other future products and services of the Fund).
2.5 Forward List to SMSO for review. RA 30.0 sec per month 4 / mon 0.0 hrs. 48 0.02%
2.6 Receive reviewed List from Branch Head for preparation of letter re: Request to Conduct Briefing. RA 30.0 sec per month 4 / mon 0.0 hrs. 48 0.02%
Sub Total 16.5 min 4 / mon 0.1 hrs. 48 0.79%
3. Prepare and Send Letter re: Request to Conduct Fund Briefing to Employer/HOA/Other Working Group
3.1 Prepare letter re: Request to Conduct Fund Briefing for the following: RA 5.0 min per letter 8 / mon 0.0 hrs. 97 0.49%
- Employers
- Home Owners Associations (HOA)
- TODA/JODA
- Cooperatives/Market Vendors/Agri Workers Group
3.2 Forward letter to SMSO for review. RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%
3.3 Receive signed letter from Branch Head. RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%
3.4 Meet with employer/HOA/other working group to issue letter and communicate purpose of request. RA 30.0 min per letter 8 / mon 0.2 hrs. 97 2.91%
3.5 Record issuance of letter. RA 60.0 sec per letter 8 / mon 0.0 hrs. 97 0.10%
3.6 Conduct follow up to employer/HOA/other working group. RA 8.0 min per letter 8 / mon 0.1 hrs. 97 0.78%
Sub Total 40.0 min 8 / mon 0.3 hrs. 97 3.80%
 Converted Capacity
Type Processing Service Ratio/
Activities Unit/Frequency Total Hours
(RA/NRA) Time Frequency Annual FTE
(hrs./day)
4. Prepare for the Conduct of Fund Briefing
4.1 Upon receipt of confirmation from Employer/HOA/Other Working Group, coordinate schedule of
RA 15.0 min per briefing 8 / mon 0.1 hrs. 97 1.46%
fund briefing.
4.2 Record schedule of fund briefing/loyalty card deployment in the calendar of activities. RA 3.0 min per briefing 8 / mon 0.0 hrs. 97 0.29%
4.3 Prepare Official Business (OB) Certificate and Request for Vehicle for approval. RA 10.0 min per briefing 8 / mon 0.1 hrs. 97 0.97%
4.4 Prepare brochures, member's kit (MP2 applications, Kasambahay Membership applications,
Disbursement Card Applications, MPL, Housing, Savings, etc.) and all equipment/materials needed RA 60.0 min per briefing 8 / mon 0.4 hrs. 97 5.83%
in briefing/loyalty card deployment.
Sub Total 1.5 hr 8 / mon 0.6 hrs. 97 8.54%
5. Conduct/Assist in Fund Briefing on the Fund's Products and Services
5.1 On scheduled date, proceed to identified venue of Fund Briefing/Loyalty Card Deployment. RA 60.0 min per briefing 7 / mon 0.4 hrs. 87 5.24%
5.2 Conduct/assist in Fund Briefing and Open Forum to the following: RA 60.0 min per briefing 7 / mon 0.4 hrs. 87 5.24%
- Employer's/Employee
- Kasambahay on Subdivision of HOA
- Members of TODA/JODA
- Members of Cooperatives/Market Vendors/Agri Workers Group
5.4 Assist in Loyalty Card Kiosk / Registration Activities (for MP2)/Membership for Kasambahay/Other
RA 3.0 hr per briefing 7 / mon 1.1 hrs. 87 15.73%
Working Group).
5.5 Prepare Contact Reports. RA 10.0 min per briefing 7 / mon 0.1 hrs. 87 0.87%
5.6 Update list of employers/HOA/other working group visited and conducted Fund Briefing/ Loyalty
Card Deployment. RA 3.0 min per briefing 7 / mon 0.0 hrs. 87 0.26%
Sub Total 5.2 hr 7 / mon 1.9 hrs. 87 27.35%
6. Prepare and Send Thank You Letters and Other Communication Letters to Institutions/Employer/HOA/Other Working Group
6.1 Prepare Thank You Letter/other Communication Letter for institutions/employer/HOA/other working
RA 5.0 min per letter 12 / mon 0.0 hrs. 141 0.71%
group.
6.2 Forward Letter to SMSO for review. RA 30.0 sec per batch 12 / mon 0.0 hrs. 141 0.07%
6.3 Receive signed Letter from Branch Head. RA 30.0 sec per batch 12 / mon 0.0 hrs. 141 0.07%
6.4 Insert Letter in mailing envelope. RA 60.0 sec per letter 12 / mon 0.0 hrs. 141 0.14%
6.5 Forward mailing envelope containing Letter to ASO for mailing. RA 30.0 sec per batch 12 / mon 0.0 hrs. 141 0.07%
Sub Total 7.5 min 12 / mon 0.1 hrs. 141 1.06%
7. Process Application for Fund Coordinators Club (FCC)/Liason
7.1 Receive accomplished FCC nomination. RA 30.0 sec per application 5 / mon 0.0 hrs. 61 0.03%
7.2 Verify data and signatories on the forms submitted. RA 5.0 min per application 5 / mon 0.0 hrs. 61 0.31%
7.4 Evaluate Application based on criteria for qualification set by the Fund. RA 15.0 min per application 5 / mon 0.1 hrs. 61 0.92%
7.3 Encode data to the FC database. RA 2.0 min per application 5 / mon 0.0 hrs. 61 0.12%
7.5 Prepare and forward FC ID Card to Approving Authority for signing. RA 10.0 min per application 5 / mon 0.0 hrs. 61 0.61%
7.6 Issue ID card to the requesting FC. RA 2.0 min per application 5 / mon 0.0 hrs. 61 0.12%
Sub Total 34.5 min 5 / mon 0.1 hrs. 61 2.11%
8. Conduct/Assist during FCC General Assembly/Other Special Events
8.1 Prepare Memorandum for the conduct of FCC General Assembly/other special events. NRA 15.0 min per event 1 / ann 0.0 hrs. 1 0.02%
8.2 Prepare List of Attendees. NRA 15.0 min per event 1 / ann 0.0 hrs. 1 0.02%
8.3 Forward Memorandum and List of Attendees to SMSO. NRA 30.0 sec per event 1 / ann 0.0 hrs. 1 0.00%
8.4 Receive signed Memorandum and List of Attendees from Branch Head. NRA 30.0 sec per event 1 / ann 0.0 hrs. 1 0.00%
8.5 Prepare Letter of Invitation. NRA 60.0 sec per participant 113 / ann 0.0 hrs. 113 0.11%
8.6 Forward Letter of Invitation to SMSO. NRA 30.0 sec per event 1 / ann 0.0 hrs. 1 0.00%
8.7 Receive Letter of Invitation from Branch Head. NRA 30.0 sec per event 1 / ann 0.0 hrs. 1 0.00%
 Converted Capacity
Type Processing Service Ratio/
Activities Unit/Frequency Total Hours
(RA/NRA) Time Frequency Annual FTE
(hrs./day)
8.8 Send/issue Letter of Invitation to Attendees. NRA 60.0 sec per participant 113 / ann 0.0 hrs. 113 0.11%
8.9 Prepare program for FCC meeting/special event and have it approved by the Branch Head. NRA 60.0 min per event 1 / ann 0.0 hrs. 1 0.06%
8.10 Prepare/secure items/equipments/materials to be used in FCC general assembly/special event. NRA 7.0 hr per event 1 / ann 0.0 hrs. 1 0.42%
8.11 On scheduled date, conduct/assist in FCC general assembly/special event. NRA 7.0 hr per event 1 / ann 0.0 hrs. 1 0.42%
Sub Total 15.6 hr 1 / ann 0.1 hrs. 1 1.16%
9. Generate and Send Letter to Employer re: Members Statement of Accumulated Value (MSAV)
9.1 Generate Letter to Employer re: Members Statement of Accumulated Value (MSAV). NRA 3.0 min per letter 539 / ann 0.1 hrs. 539 1.62%
9.2 Prepare Mailing List. NRA 10.0 min per batch 1 / ann 0.0 hrs. 1 0.01%
9.3 Forward Mailing List and Letter to SMSO for review. NRA 30.0 sec per batch 1 / ann 0.0 hrs. 1 0.00%
9.4 Receive reviewed Mailing List and Letter from Branch Head for issuance to Employer. NRA 30.0 sec per batch 1 / ann 0.0 hrs. 1 0.00%
9.5 Insert Letter in mailing envelope. NRA 60.0 sec per letter 539 / ann 0.0 hrs. 539 0.54%
9.6 Forward Mailing List and envelope containing Letter to ASO for mailing. NRA 30.0 sec per batch 1 / ann 0.0 hrs. 1 0.00%
Sub Total 15.5 min 539 / ann 0.2 hrs. 539 2.17%
10. Generate and Send Letter to Potential Borrower
10.1 Generate Letter to Potential Borrower. NRA 30.0 sec per letter 1,147 / qtr 0.2 hrs. 4,586 2.29%
10.2 Prepare Mailing List. NRA 10.0 min per batch 1 / qtr 0.0 hrs. 4 0.04%
10.3 Forward Mailing List and Letter to SMSO for review. NRA 30.0 sec per batch 1 / qtr 0.0 hrs. 4 0.00%
10.4 Receive reviewed Mailing List and Letter from Branch Head for issuance to potential borrower.
NRA 30.0 sec per batch 1 / qtr 0.0 hrs. 4 0.00%
10.5 Insert Letter in mailing envelope. NRA 60.0 sec per letter 1,147 / qtr 0.3 hrs. 4,586 4.59%
10.6 Forward Mailing List and envelope containing Letter to ASO for mailing. NRA 30.0 sec per batch 1 / qtr 0.0 hrs. 4 0.00%
Sub Total 13.0 min 1,147 / qtr 0.5 hrs. 4,586 6.93%
11. Determine Unregistered Potential Employers
11.1 On scheduled date, secure List of Employers from any of the following: RA 30.0 min per month 1 / mon 0.0 hrs. 12 0.36%
- Social Security System (SSS)
- Government Service Insurance System (GSIS)
- Philippine Health Insurance Corporation (PHIC)
- Bureau of Internal Revenue (BIR)
- Securities and Exchange Commission (SEC)
- Local Government Units (LGUs)
- Department of Trade and Industry (DTI)
- Business Permit and Licensing Office (BPLO)
11.2 Verify in the system if employers in the list are registered with the Fund and for unregistered
RA 60.0 min per month 1 / mon 0.1 hrs. 12 0.72%
employers, generate List of Unregistered Potential Employers (LUPE).
11.3 Generate Schedule of Visitation and Mapping Operation (SVMO). RA 15.0 min per month 1 / mon 0.0 hrs. 12 0.18%
11.4 Forward LUPE, SVMO and supporting documents to SMSO for review. RA 30.0 sec per month 1 / mon 0.0 hrs. 12 0.01%
11.5 Receive LUPE, SVMO and supporting documents from Branch Head. RA 30.0 sec per month 1 / mon 0.0 hrs. 12 0.01%
Sub Total 1.8 hrs 1 / mon 0.1 hrs. 12 1.27%
12. Conduct Visitorial Enforcement
12.1 Based on SVMO, prepare the following: RA 2.0 min per employer 4 / wk 0.0 hrs. 173 0.35%
- Verification Letter (VL)
- Notice of Fund Coverage (NFC)
12.2 Forward VL and NFC to SMSO for review. RA 30.0 sec per batch 1 / wk 0.0 hrs. 48 0.02%
12.3 Receive VL and NFC from Branch Head. RA 30.0 sec per batch 1 / wk 0.0 hrs. 48 0.02%
12.4 On scheduled date, commute to the employer site and issue VL and NFC. RA 60.0 min per employer 4 / wk 0.7 hrs. 173 10.36%
12.5 Conduct records inspection. RA 30.0 min per employer 4 / wk 0.4 hrs. 173 5.18%
12.6 If employer is already registered:
 Converted Capacity
Type Processing Service Ratio/
Activities Unit/Frequency Total Hours
(RA/NRA) Time Frequency Annual FTE
(hrs./day)
12.6.1 Request employer to present Certificate of Employer Registration (COER) and Pag-IBIG
RA 10.0 min per employer 4 / wk 0.1 hrs. 173 1.73%
Fund Receipt (PFR) reflecting latest MC remittance.
12.6.2 Post the “Tapat sa Pag-IBIG Fund” white sticker in a conspicuous place within the office
RA 1.0 min per employer 4 / wk 0.0 hrs. 173 0.17%
premises.
12.7 If employer is not yet registered, advise Employer to register with the Fund thru on-line at
RA 5.0 min per employer 4 / wk 0.1 hrs. 173 0.86%
www.pagibigfund.gov.ph.
12.8 Accomplish Verification/Investigation Report (VIR). RA 10.0 min per employer 4 / wk 0.1 hrs. 173 1.73%
12.9 Forward VIR and supporting documents to SMSO for review. RA 30.0 sec per batch 1 / wk 0.0 hrs. 48 0.02%
12.10 Prepare folder for each Unregistered Employer. RA 2.0 min per employer 4 / wk 0.0 hrs. 173 0.35%
Sub Total 2.0 hr 4 / wk 1.5 hrs. 173 20.79%
13. Process Employer Registration
13.1 Receive and check EDF, SSF, and other supporting documents submitted/presented by employer. RA 3.0 min per employer 5 / mon 0.0 hrs. 61 0.18%
13.2 Encode data from EDF and supporting documents in the system. RA 6.0 min per employer 5 / mon 0.0 hrs. 61 0.37%
13.3 Forward accomplished EDF and SSF to ASO for safekeeping. RA 30.0 sec per employer 5 / mon 0.0 hrs. 61 0.03%
Sub Total 9.5 min 5 / mon 0.0 hrs. 61 0.58%
14. Record Unregistered Employer's Compliance on Enforcement
14.1 Receive registration documents and proof of payment from employer. RA 30.0 sec per employer 12 / mon 0.0 hrs. 138 0.07%
14.2 Validate EE base per remittance file against data from registration. RA 5.0 min per employer 12 / mon 0.0 hrs. 138 0.69%
14.3 Coordinate with Billing & Collection Division-TAS regarding the remittance of employer. RA 5.0 min per employer 12 / mon 0.0 hrs. 138 0.69%
14.4 Records employer's compliance on enforcement. RA 5.0 min per employer 12 / mon 0.0 hrs. 138 0.69%
14.5 Prepare Employers Compliance Report. RA 10.0 min per employer 12 / mon 0.1 hrs. 138 1.38%
14.6 Forward Employers Compliance Report to SMSO. RA 30.0 sec per employer 12 / mon 0.0 hrs. 138 0.07%
14.7 Receive Employers Compliance Report from SMSO for safekeeping. RA 30.0 sec per employer 12 / mon 0.0 hrs. 138 0.07%
Sub Total 26.5 min 12 / mon 0.3 hrs. 138 3.66%
15. Generate and Issue Certificate of Employer Registration (COER)
15.1 At cut-off period, determine registered employers with initial payment and generate List of
RA 10.0 min per month 1 / mon 0.0 hrs. 12 0.12%
Employers for Issuance of COER.
15.2 Prepare Transmittal Memo. RA
5.0 min per month 1 / mon 0.0 hrs. 12 0.06%
15.3 Forward Transmittal Memo and List to SMSO for review. RA
30.0 sec per month 1 / mon 0.0 hrs. 12 0.01%
15.4 Receive Transmittal Memo and COER from Approving Authority. RA
30.0 sec per month 1 / mon 0.0 hrs. 12 0.01%
15.5 Inform Employer on availability of COER. RA
5.0 min per employer 5 / mon 0.0 hrs. 61 0.31%
15.6 Issue COER to Employer. RA
2.0 min per employer 5 / mon 0.0 hrs. 61 0.12%
Sub Total 23.0 min 1 / mon 0.0 hrs. 61.1 0.62%
16. Prepare and send Warning Notice/Demand Notice to Unregistered Employers (Due to Non-Compliance on Registration)
16.1 Generate Warning Notice/Demand Notice (for Unregistered Employer not yet complied with
RA 30.0 sec per notice 7 / mon 0.0 hrs. 86 0.04%
registration after the prescribed compliance period).
16.2 Prepare Mailing List. RA 10.0 min per batch 1 / mon 0.0 hrs. 12 0.12%
16.3 Forward Mailing List and Warning Notice/Demand Notice to SMSO. RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%
16.4 Receive Mailing List and Warning Notice/Demand Notice from Branch Head. RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%
16.5 Insert Warning Notice/Demand Letter in mailing envelope. RA 60.0 sec per notice 7 / mon 0.0 hrs. 86 0.09%
16.6 Forward Maling List and notices to ASO for mailing. RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%
Sub Total 13.0 min 7 / mon 0.0 hrs. 86 0.27%
17. Endorse Unregistered Employers to Collection Agency
17.1 On scheduled date, generate List of Unregistered Employers for Outsourcing. RA 10.0 min per batch 1 / mon 0.0 hrs. 12 0.12%
17.2 Forward List to SMSO for review. RA 2.0 min per batch 1 / mon 0.0 hrs. 12 0.02%
17.3 Receive List from Branch Head. RA 1.0 min per batch 1 / mon 0.0 hrs. 12 0.01%
17.4 Scan and forward List to concerned BCD-TAS for endorsement to Collection Agency. RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%
 Converted Capacity
Type Processing Service Ratio/
Activities Unit/Frequency Total Hours
(RA/NRA) Time Frequency Annual FTE
(hrs./day)
17.5 Views List of Unregistered Employers uploaded in the system and generate Notice of Endorsement
RA 30.0 sec per notice 4 / mon 0.0 hrs. 43 0.02%
to Collection Agency (NECA).
17.6 Prepare Mailing List. RA 10.0 min per batch 1 / mon 0.0 hrs. 12 0.12%
17.7 Forward Mailing List and NECA to SMSO. RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%
17.8 Receive Mailing List and NECA from Branch Head. RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%
17.9 Insert NECA in mailing envelope. RA 60.0 sec per notice 4 / mon 0.0 hrs. 43 0.04%
17.10 Forward Maling List and notices to ASO for mailing to Employer. RA 2.0 min per batch 1 / mon 0.0 hrs. 12 0.02%
Sub Total 28.0 min 4 / mon 0.0 hrs. 43 0.38%
18. Process Application of Employer for Penalty Discount
18.1 Receive Application for Penalty Discount. RA 30.0 sec per application 2 / mon 0.0 hrs. 26 0.01%
18.2 Inform employer on the approval of the application and availability on the Notice of Penalty
Discount Approval. RA 5.0 min per application 2 / mon 0.0 hrs. 26 0.13%
18.3 Issue Notice of Penalty Discount Approval (for Installment Payment Scheme) and Computation of
RA 30.0 sec per application 2 / mon 0.0 hrs. 26 0.01%
TAP Balance to Employer.
18.4 Explain in details the contents of the Compromise Agreement to Employer. RA 10.0 min per application 2 / mon 0.0 hrs. 26 0.26%
Sub Total 16.0 min 2 / mon 0.0 hrs. 26 0.41%
19. Endorse Unregistered Employers to Legal
19.1 Receive List of Unregistered Employers who remain unregistered after CA Cycle. RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%
19.2 Generate List of Unregistered Employers for Endorsement to Legal. RA 10.0 min per batch 1 / mon 0.0 hrs. 12 0.12%
19.3 Prepare Endorsement Memo. RA 2.0 min per batch 1 / mon 0.0 hrs. 12 0.02%
19.4 Forward Endorsement Memo and List to SMSO for review. RA 2.0 min per batch 1 / mon 0.0 hrs. 12 0.02%
19.5 Receive Endorsement Memo List from Branch Head. RA 1.0 min per batch 1 / mon 0.0 hrs. 12 0.01%
19.6 Forward Endorsement Memo and List to ASO for endorsement to concerned Legal Unit. RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%
Sub Total 16.0 min 1 / mon 0.0 hrs. 12 0.19%
20. Generate and Isssue Annual Certification to Employer
20.1 On scheduled date, receive List of Employers eligible for Issuance of Annual Certification from
NRA 30.0 sec per batch 1 / ann 0.0 hrs. 1 0.00%
MCAD-TAS.
20.2 Based on the List, generate Annual Certification. NRA 60.0 sec per employer 539 / ann 0.0 hrs. 539 0.54%
20.3 Forward List and Annual Certification to SMSO for review. NRA 30.0 sec per batch 1 / ann 0.0 hrs. 1 0.00%
20.4 Receive List and Annual Certification from Branch Head. NRA 30.0 sec per batch 1 / ann 0.0 hrs. 1 0.00%
20.5 Issue Annual Certification to Employer. NRA 2.0 min per employer 539 / ann 0.1 hrs. 539 1.08%
Sub Total 4.5 min 539 / ann 0.1 hrs. 539 1.62%
21. Others
21.1 Monitor inventory of supplies/primers/brochures. NRA 20.0 min per month 1 / mon 0.0 hrs. 12 0.24%
21.2 File circulars, memos, guidelines, letters, etc. NRA 15.0 min per month 1 / mon 0.0 hrs. 12 0.18%
21.3 Manning of Service Desks. NRA 60.0 min per day 1 / day 1.0 hrs. 238 14.29%
21.4 Generate Reportorial Requirements of the Unit. NRA 60.0 min per month 1 / mon 0.1 hrs. 12 0.72%
21.5 Other work related activities assigned from time to time. NRA

HOURS FTE
Major Activities 5.09 72.70%
Minor Activities 1.91 27.30%
Total 7.00 100.00%

Equivalent Manpower : 1.0