ACTIVITY EFFORT WORKSHEET

Office : MEMBER SERVICES BRANCH

Section : MEMBERS SERVICES I - MARKETING AND SALES
Position Title : SUPERVISING MEMBERS SERVICES OFFICER

Type Processing Service Ratio/ Converted Capacity

Activities Unit/Frequency Total Hours
(RA/NRA) Time Frequency Annual FTE
(hrs./day)
1. Review List of Employers for Fund Briefing
1.1 Receive List of Employers for Fund Briefing from Marketing Specialist. RA 30.0 sec per month 1 / mon 0.0 hrs. 12 0.01%
1.2 Review List of Employers for Fund Briefing. RA 10.0 min per month 1 / mon 0.0 hrs. 12 0.12%
1.3 Forward List to Branch Head for approval. RA 30.0 sec per month 1 / mon 0.0 hrs. 12 0.01%
Sub Total 11.0 min 1 / mon 0.0 hrs. 12 0.13%
2. Secure List from HLURB/LGU/CDA/etc and Review List of HOA/Other Working Group for Fund Briefing
2.1 Receive letter re: Request for List of Potential Registrants from Marketing Specialist. RA 30.0 sec per institution 4 / mon 0.0 hrs. 48 0.02%
2.2 Review letter. RA 5.0 min per institution 4 / mon 0.0 hrs. 48 0.24%
2.3 Forward lettert to Branch Head for signing. RA 30.0 sec per institution 4 / mon 0.0 hrs. 48 0.02%
2.4 Receive letter from Branch Head. RA 30.0 sec per institution 4 / mon 0.0 hrs. 48 0.02%
2.5 Meet with HLURB/LGU/CDA to communicate request. RA 60.0 min per institution 4 / mon 0.2 hrs. 48 2.88%
2.6 Conduct follow ups. RA 10.0 min per institution 4 / mon 0.0 hrs. 48 0.48%
2.7 Secure the following Lists: RA 15.0 min per institution 4 / mon 0.1 hrs. 48 0.72%
- HOA List from HLURB
- Domestic Workers Registry from Local Government Unit (LGU)
- TODA/JODA List from HLURB/LGU Regulating Unit
- List of Cooperatives/Market Vendors/Agri Workers Group from CDA
2.8 Forward Lists to Marketing Specialist. RA 30.0 sec per month 4 / mon 0.0 hrs. 48 0.02%
2.9 Receive List of HOA/Other Working Group for Fund Briefing from Marketing Specialist. RA 30.0 sec per month 4 / mon 0.0 hrs. 48 0.02%
2.10 Review List of HOA/Other Working Group for Fund Briefing. RA 10.0 min per month 4 / mon 0.0 hrs. 48 0.48%
2.11 Forward List to Branch Head for approval. RA 30.0 sec per month 4 / mon 0.0 hrs. 48 0.02%
Sub Total 1.7 hr 4 / mon 0.3 hrs. 48 4.95%
3. Review Letter re: Request to Conduct Fund Briefing
3.1 Receive letter re: Request to Conduct Fund Briefing from Marketing Specialist. RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%
3.2 Review letter re: Request to Conduct Fund Briefing. RA 5.0 min per letter 50 / mon 0.2 hrs. 601 3.01%
3.3 Forward letter to Branch Head for signing. RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%
Sub Total 6.0 min 1 / mon 0.2 hrs. 12 3.02%
4. Conduct Fund Briefing on the Fund's Products and Services
4.1 On scheduled date, proceed to the place of Fund Briefing/Loyalty Card Deployment. RA 60.0 min per briefing 5 / mon 0.3 hrs. 60 3.61%
4.2 Conduct/assist in Fund Briefing, Loyalty Card Holder Generation and Open Forum to the
RA 1.5 hr per briefing 5 / mon 0.4 hrs. 60 5.41%
following:
- Employer's Employee
- Kasambahay on Subdivision of HOA
- Members of TODA/JODA
- Members of Cooperatives/Market Vendors/Agri Workers
4.3 Assist in Loyalty Card Kiosk / Registration Activities (for MP2/Disbursement Cards/
RA 5.0 hr per briefing 5 / mon 1.3 hrs. 60 18.05%
Membership for Kasambahay/Other Working Group).
4.4 Prepare Contact Reports. RA 10.0 min per briefing 5 / mon 0.0 hrs. 60 0.60%
 Type Processing Service Ratio/ Converted Capacity
Activities Unit/Frequency Total Hours
(RA/NRA) Time Frequency Annual FTE
(hrs./day)
4.5 Update lists of employers/other working group visited and conducted Fund Briefing/
RA 3.0 min per briefing 5 / mon 0.0 hrs. 60 0.18%
Loyalty Card Deployment.
Sub Total 7.7 hr 5 / mon 1.9 hrs. 60 27.85%
5. Review Thank You Letter/Other Communication Letter for Institutions/Employer/HOA/Other Working Group
5.1 Receive Thank You Letter/other communication Letter to be sent to institutions/
RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%
employer/HOA/Other Working Group from Marketing Specialist.
5.2 Review Letter. RA 10.0 min per letter 55 / mon 0.5 hrs. 661 6.62%
5.3 Forward Letter to Branch Head for signing. RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%
Sub Total 11.0 min 1 / mon 0.5 hrs. 12 6.63%
6. Review Application for Fund Coordinators Club (FCC)/Liason
6.1 Receive accomplished FCC nomination and evaluation results from Marketing Specialist. RA 30.0 sec per application 32 / mon 0.0 hrs. 379 0.19%
6.2 Review evaluation results if applicant is qualified for FCC/Liason. RA 10.0 min per application 32 / mon 0.3 hrs. 379 3.79%
6.3 Forward FCC nomination and evaluation results to Branch Head. RA 30.0 sec per application 32 / mon 0.0 hrs. 379 0.19%
Sub Total 11.0 min 32 / mon 0.3 hrs. 379 4.17%
7. Plan/Organize FCC General Assembly/Special Events
7.1 Plan/organize FCC Gen Assembly/Other Special Events. NRA 60.0 min per event 2 / ann 0.0 hrs. 2 0.12%
7.2 Advise Marketing Specialist to prepare a Memorandum for the FCC General Assembly/
NRA 2.0 min per event 2 / ann 0.0 hrs. 2 0.00%
Special Event.
7.3 Review Memorandum and List of Attendees. NRA 5.0 min per event 2 / ann 0.0 hrs. 2 0.01%
7.4 Forward Memorandum and List of Attendees to Branch Head for signature. NRA 30.0 sec per event 2 / ann 0.0 hrs. 2 0.00%
7.5 Receive Letter of Invitation from Marketing Specialist. NRA 30.0 sec per batch 2 / ann 0.0 hrs. 2 0.00%
7.6 Review Letter of Invitation. NRA 30.0 sec per participant 6,685 / ann 0.2 hrs. 6,685 3.34%
7.7 Forward Letter of Invitation to Branch Head for signature. NRA 30.0 sec per batch 2 / ann 0.0 hrs. 2 0.00%
7.8 Oversee/assist on the preparation of programme/items/materials/equipments for the
NRA 7.0 hrs per event 2 / ann 0.1 hrs. 2 0.84%
event.
7.9 Coordinate with the speakers of the meeting/event. NRA 30.0 min per event 2 / ann 0.0 hrs. 2 0.06%
7.10 On scheduled date, conduct/assist on FCC general assembly/special event. NRA 7.0 hrs per event 2 / ann 0.1 hrs. 2 0.84%
Sub Total 15.7 hr 2 / ann 0.4 hrs. 2 5.22%
8. Review Letter to Employer re: Members Statement of Accumulated Value (MSAV)
8.1 Receive Mailing List and letter to be sent to employers from Marketing Specialist. NRA 30.0 sec per batch 1 / ann 0.0 hrs. 1 0.00%
8.2 Review Mailing List and letter. NRA 1.0 min per employer 3,343 / ann 0.2 hrs. 3,343 3.34%
8.3 Forward Mailing List and letter to Branch Head for signing. NRA 30.0 sec per batch 1 / ann 0.0 hrs. 1 0.00%
Sub Total 2.0 min 1 / ann 0.2 hrs. 1 3.34%
9. Review Letter to Potential Borrowers
9.1 Receive Mailing List and letter to be sent to potential borrowers from Marketing Specialist.
NRA 30.0 sec per batch 1 / ann 0.0 hrs. 1 0.00%
9.2 Review Mailing List and letter. NRA 1.0 min per employer 3,343 / ann 0.2 hrs. 3,343 3.34%
9.3 Forward Mailing List and letter to Branch Head for signing. NRA 30.0 sec per batch 1 / ann 0.0 hrs. 1 0.00%
Sub Total 2.0 min 1 / ann 0.2 hrs. 1 3.34%
10. Review Documents on Enforcement of Unregistered Potential Employers
10.1 Review the following documents:
- List of Unregistered Potential Employers (LUPE) RA 10.0 min per month 1 / mon 0.0 hrs. 12 0.12%
- Schedule of Visitation and Mapping Operations (SVMO) RA 10.0 min per month 1 / mon 0.0 hrs. 12 0.12%
- Verification Letter RA 3.0 min per letter 22 / wk 0.2 hrs. 1,070 3.21%
- Notice of Fund Coverage RA 3.0 min per notice 22 / wk 0.2 hrs. 1,070 3.21%
- Verification/Investigation Report RA 5.0 min per employer 22 / wk 0.4 hrs. 1,070 5.35%
10.2 Forward the following documents to Branch Head:
- List of Unregistered Potential Employers (LUPE) RA 30.0 sec per month 1 / mon 0.0 hrs. 12 0.01%
 Type Processing Service Ratio/ Converted Capacity
Activities Unit/Frequency Total Hours
(RA/NRA) Time Frequency Annual FTE
(hrs./day)
- Schedule of Visitation and Mapping Operations (SVMO) RA 30.0 sec per month 1 / mon 0.0 hrs. 12 0.01%
- Verification Letter RA 30.0 sec per batch 1 / wk 0.0 hrs. 48 0.02%
- Notice of Fund Coverage RA 30.0 sec per batch 1 / wk 0.0 hrs. 48 0.02%
- Verification/Investigation Report RA 30.0 sec per batch 1 / wk 0.0 hrs. 48 0.02%
Sub Total 33.5 min 269 / mon 0.8 hrs. 12,859 12.09%
11. Review Employers Compliance Report
11.1 Receive Employers Compliance Report from Marketing Specialist. RA 30.0 sec per employer 71 / mon 0.0 hrs. 856 0.43%
11.2 Review Employers Compliance Report. RA 5.0 min per employer 71 / mon 0.3 hrs. 856 4.28%
11.3 Mark compliance/non-compliance of unregistered employer in the interactive system. RA 30.0 sec per employer 71 / mon 0.0 hrs. 856 0.43%
11.4 Forward Employers Compliance Report to Marketing Specialist. RA 30.0 sec per employer 71 / mon 0.0 hrs. 856 0.43%
Sub Total 6.5 min 71 / mon 0.4 hrs. 856 5.56%
12. Review List of Employer for Issuance of COER
12.1 Receive Transmittal Memo and List of Employers for Issuance of COER from Marketing
RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%
Specialist.
12.2 Review Transmittal Memo and List of Employers for Issuance of COER. RA 5.0 min per batch 1 / mon 0.0 hrs. 12 0.06%
12.3 Forward Transmittal Memo and List to Branch Head. RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%
Sub Total 6.0 min 1 / mon 0.0 hrs. 12 0.07%
13. Review Warning Notice/Demand Notice for Unregistered Employers
13.1 Receive Mailing List, Warning Notice and Demand Notice for Unregistered Employer from
RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%
Marketing Specialist.
13.1 Review Mailing List, Warning Notice and Demand Notice. RA 1.0 min per notice 45 / mon 0.0 hrs. 535 0.53%
13.2 Forward Mailing List, Warning Notice and Demand Notice to Branch Head. RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%
Sub Total 2.0 min 1 / mon 0.0 hrs. 12 0.55%
14. Review List of Unregistered Employers for Outsourcing and Notice of Endorsement to Collection Agency (NECA)
14.1 Receive List of Unregistered Employers for Outsourcing from Marketing Specialist. RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%
14.2 Review List. RA 10.0 min per batch 1 / mon 0.0 hrs. 12 0.12%
14.3 Forward List to Branch Head. RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%
14.4 Receive Mailing List and NECA from Marketing Specialist. RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%
14.5 Review Mailing List and NECA. RA 1.0 min per notice 22 / mon 0.0 hrs. 267 0.27%
14.6 Forward Mailing List and NECA to Branch Head. RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%
Sub Total 13.0 min 1 / mon 0.0 hrs. 12 0.41%
15. Review List of Unregistered Employers for Endorsement to Legal
15.1 Receive Endorsement Memo and List of Unregistered Employers for Endorsement to
Legal from Marketing Specialist. RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%

15.2 Review Endorsement Memo and List. RA 10.0 min per batch 1 / mon 0.0 hrs. 12 0.12%
15.3 Forward Endorsement Memo and List to Branch Head. RA 30.0 sec per batch 1 / mon 0.0 hrs. 12 0.01%
Sub Total 11.0 min 1 / mon 0.0 hrs. 12 0.13%
16. Review Annual Certification for Employers
16.1 Receive List and Annual Certification from Marketing Specialist. NRA 30.0 sec per batch 1 / ann 0.0 hrs. 1 0.00%
16.2 Review accuracy of contents of Annual Certification. NRA 30.0 sec per employer 3,343 / ann 0.1 hrs. 3,343 1.67%
16.3 Forward List and Annual Certification to Branch Head. NRA 30.0 sec per batch 1 / ann 0.0 hrs. 1 0.00%
Sub Total 1.5 min 1 / ann 0.1 hrs. 1 1.67%
17. Partner Acquisition and Maintenance of Partner Merchant (Loyalty Card)
17.1 Research on potential Partners. NRA 3.5 hr per year 2 / ann 0.0 hrs. 2 0.42%
17.2 Generate Proposal for Potential Partners. NRA 30.0 min per year 2 / ann 0.0 hrs. 2 0.06%
17.3 Conduct presentation for partnership accreditation. NRA 2.0 hr per year 2 / ann 0.0 hrs. 2 0.24%
17.4 Negotiate with potential partner. NRA 2.0 hr per year 2 / ann 0.0 hrs. 2 0.24%
17.5 Prepare Documentation for finalization of agreement. NRA 60.0 min per year 2 / ann 0.0 hrs. 2 0.12%
 Type Processing Service Ratio/ Converted Capacity
Activities Unit/Frequency Total Hours
(RA/NRA) Time Frequency Annual FTE
(hrs./day)
17.6 Send Confirmation to Partner Merchant. NRA 60.0 min per year 2 / ann 0.0 hrs. 2 0.12%
17.7 Conduct Regular Audit on Partner Compliance. NRA 60.0 min per year 2 / ann 0.0 hrs. 2 0.12%
17.8 Coordinate with partner for resolution of complaints. NRA 2.0 hr per year 2 / ann 0.0 hrs. 2 0.24%
17.9 Negotiate with partner for periodic additional benefits. NRA 2.0 hr per year 2 / ann 0.0 hrs. 2 0.24%
Sub Total 15.0 hr 2 / ann 0.1 hrs. 2 1.80%
18. Others
18.1 Monitor delivery and compliance with employer requests on Transaction Card. NRA 15.0 min per day 1 / day 0.3 hrs. 238 3.57%
18.2 Oversee Loyalty Card Employer Deployment / Provident Products Sales NRA 30.0 min per day 1 / day 0.5 hrs. 238 7.14%
18.3 Review and approve Request for Overtime. NRA 5.0 min per request 1 / day 0.1 hrs. 238 1.19%
18.4 Do cash count activities as alternate in the absence of Branch Head. NRA 30.0 min as required 1 / day 0.5 hrs. 238 7.14%
18.5 Other work related activities assigned from time to time. NRA

HOURS FTE
Major Activities 4.59 65.57%
Minor Activities 2.41 34.43%
Total 7.00 100.00%

Equivalent Manpower : 1.0