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UO No 41.S.11.18A.Misc/05/Bft. - I Date: 05 November 2012

This document provides a proforma to evaluate the performance of a branch manager from September 2012 to November 2012. It includes metrics such as the number of online dockets prepared, payments made through ECS/NEFT, batch processing of pension cases, distribution of identification cards, handling of incapacity cases, audit reports, outstanding cases, and holding grievance meetings. The branch manager will be assessed on their ability to maximize online transactions, resolve cases in a timely manner, recover excess payments, and address beneficiary issues through organized meetings.

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34 views

UO No 41.S.11.18A.Misc/05/Bft. - I Date: 05 November 2012

This document provides a proforma to evaluate the performance of a branch manager from September 2012 to November 2012. It includes metrics such as the number of online dockets prepared, payments made through ECS/NEFT, batch processing of pension cases, distribution of identification cards, handling of incapacity cases, audit reports, outstanding cases, and holding grievance meetings. The branch manager will be assessed on their ability to maximize online transactions, resolve cases in a timely manner, recover excess payments, and address beneficiary issues through organized meetings.

Uploaded by

bhalochele
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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========================================== ================================= UO No 41.S.11.18A.Misc/05/Bft.

I Date: 05 November 2012

PROFORMA TO WATCH PERFORMANCEOF BRANCH MANAGER FOR THE PERIOD FROM SEPTEMBER 2012 TO NOVEMBER 2012
1. Preparation of online docket & payment voucher: Month Total no Total no Total no Reason Number of of online of for of P.V. payment docket manual manual generate docket docket d

Task id no, if any, lodged for applicati on problem

Sep/2012 Oct/2012 Nov/201 2 2. Payment through ECS/CBS/NEFT Month Total no of No of payment No of payment payment made through at ECS/ CBS/ Branch Office NEFT Sep/2012 Oct/2012 Nov/2012 3. Batch process of PDB / DB Pdb cases

Reason for payment at Branch Office

Db cases

Oct/201 2 Nov/201 2 Oct/201 2 Nov/201 2 Month data are freezedNo of cases which No of payment paid at Branch Office No of live cases No of Pehchan card distribut ed No of cases which data are freezed No of Pehcha n card pending at BO No of Hybrid Pehcha n Camp held No of payment paid at Branch Office Reason for not holding Hybrid Pehchan Camp Reason for payment at Branch Office

4. Position of pehchan card Month No of No of No of IP Pehcha Pehcha as on n card n card 31.03.20 prepar receive 12 ed d

5. High Incidence

No of live cases

batch processNo of payment made through

processNo of payment made through batch

6. Incapacity Reference Month Total No of Paymen t No of Certificate Received First Inter / Final Total Certifica Special Certifica Certifica te Intermedi te te ate No of Incapaci ty Referen ce Made

Oct/201 2 Nov/201 2 7. Cases of Accident , Death and Medical Board pending for more than one month as on date of Inspection
S No Name of IP Ins No Type of Case (Accident / Death / MB) Date of EI Date of receipt at BO Pendency at the level of BO / RO Reason for pendency

8. Settlement of Audit Report for the year 2008-2009 No of Audit Para pending for 2008 2009 Action taken & Present Status (A) QUARTER ENDING JUNE 2008 (B) QUARTER ENDING SEPTEMBER 2008 (C) QUARTER ENDING DECEMBER 2008 (D) QUARTER ENDING MARCH 2009 9. Total No of Cases and amount outstanding as on date of Inspection -

I. II.

No of CasesAmount Involved (A) List of Cases of Not recoverable amount (Excess Payment)
Amoun t Involve d Period of Excess Payment Reason for treating not recoverable Date of reference to RO for Waiver, if any

Sl No

Name of IP

Ins No

(B) Cases of recoverable amount (Excess Payment) Month Total No Amount Action Details of recovered cases

of recovera ble Cases Oct/201 2 Nov/20 12

Involved

taken for recover y

No of Cases (Full / Part)

Amount

10. Holding of Suvidha Samagam during April 2012 to November 2012


Sl No Month Date on which Suvidha Samagam Held

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