21
ANDHRA PRAGATHI GRAMEENA BANK (Sponsored by Syndicate Bank) HEAD OFFICE : KADAPA – 516001 (AP) Circular No.70-2008-BC-STF Date:25.03.2008 SELF APPRAISAL REPORTS / PERFORMANCE APPRAISAL REPORTS OF OFFICERS/CLERK-CUM-CASHIERS FOR THE YEAR 2007-08 Attention of all the Branches, Extension Counters and Regional Offices is invited to the captioned subject and to the Circulars (Circular No.194-2007-BC-STF dated 21.09.07, 197-2007-BC-STF dated 24.09.07, 209-2007-BC-STF dated 11.10.2007 and 218-2007-BC-STF dated 24.10.07) already issued on the subject. It has been decided to adopt the following system to obtain Self Appraisal Reports and Performance Appraisal Reports of all the Officers and Clerk-cum- Cashiers respectively (including Probationers recruited under direct recruitment), for the year 2007-08. 1. Reporting Authority and Reviewing Authority: Following are the Reporting Authority and Reviewing Authority for Officers of all Scales/Grades and Clerk-cum-Cashiers. S. No. Scale/Cadre Reporting Authority Reviewing Authority 1. Officers heading the ECs Branch Manager Regional Manager 2. Officers deputed to FSCSs Regional Manager GM (Credit) 3. Branch Managers Regional Manager GM (Personnel) 4. Officers (Advances) Branch Manager Regional Manager 5. Scroll/Second Officers Branch Manager Regional Manager 6. Senior Managers at Regional Offices Regional Manager GM (Personnel) 7. All other Officers at Regional Offices Senior Manager of the respective Department at Regional Office Regional Manager 8. Senior Managers at Head Office General Manager of the Respective Department Chairman 9. All other Officers at Head Office Senior Manager of the respective Department General Manager of the respective Department 10. Officers on deputation to SIRD/RBTC GM (Personnel ) Chairman 11. Clerk-cum-Cashiers Branch Manager Regional Manager Contd…………….2

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Page 1: ANDHRA PRAGATHI GRAMEENA BANK (Sponsored by …apgb.in/files/1_3_5097a7ae593df.pdf · SELF APPRAISAL REPORTS / PERFORMANCE APPRAISAL REPORTS ... Senior Managers at ... Performance

ANDHRA PRAGATHI GRAMEENA BANK

(Sponsored by Syndicate Bank) HEAD OFFICE : KADAPA – 516001 (AP)

Circular No.70-2008-BC-STF Date:25.03.2008

SELF APPRAISAL REPORTS / PERFORMANCE APPRAISAL REPORTS OF OFFICERS/CLERK-CUM-CASHIERS FOR THE YEAR 2007-08

Attention of all the Branches, Extension Counters and Regional Offices is invited to the captioned subject and to the Circulars (Circular No.194-2007-BC-STF dated 21.09.07, 197-2007-BC-STF dated 24.09.07, 209-2007-BC-STF dated

11.10.2007 and 218-2007-BC-STF dated 24.10.07) already issued on the subject. It has been decided to adopt the following system to obtain Self Appraisal Reports and Performance Appraisal Reports of all the Officers and Clerk-cum-

Cashiers respectively (including Probationers recruited under direct recruitment), for the year 2007-08.

1. Reporting Authority and Reviewing Authority:

Following are the Reporting Authority and Reviewing Authority for Officers of all Scales/Grades and Clerk-cum-Cashiers.

S. No.

Scale/Cadre Reporting Authority Reviewing Authority

1. Officers heading the ECs

Branch Manager Regional Manager

2. Officers deputed to FSCSs Regional Manager GM (Credit)

3. Branch Managers

Regional Manager GM (Personnel)

4. Officers (Advances)

Branch Manager Regional Manager

5. Scroll/Second Officers

Branch Manager Regional Manager

6. Senior Managers at

Regional Offices

Regional Manager GM (Personnel)

7. All other Officers at Regional Offices

Senior Manager of the respective Department at

Regional Office

Regional Manager

8. Senior Managers at Head

Office

General Manager of the

Respective Department

Chairman

9. All other Officers at Head

Office

Senior Manager of the

respective Department

General Manager

of the respective Department

10. Officers on deputation to

SIRD/RBTC

GM (Personnel ) Chairman

11. Clerk-cum-Cashiers Branch Manager Regional Manager

Contd…………….2

Page 2: ANDHRA PRAGATHI GRAMEENA BANK (Sponsored by …apgb.in/files/1_3_5097a7ae593df.pdf · SELF APPRAISAL REPORTS / PERFORMANCE APPRAISAL REPORTS ... Senior Managers at ... Performance

Circular No.70-2008-BC-STF Date:25.03.08

-2-

2. Code number and nomenclature of Appraisal Reports:

(a) PA-1 : Self Appraisal Report (Common for all Officers, including probationers, irrespective of Scale and placement).

(b) PA-1A : Annexure to Self Appraisal Report (PA-1) for Branch

Manager/Officer (Advances) including probationers.

(c) PA-1B : Annexure to Self Appraisal Report (PA-1) for Second Officers/Scroll

Officers, including probationers.

(d) PA-1C : Annexure to Self Appraisal Report (PA-1) for Officers working in the Administrative Offices (Regional Offices and Head Office)

including probationers.

(e) PA-2 : Performance Appraising Report for Reporting Officers (Branch

Managers/Senior Managers/Regional Managers/General Managers).

(f) PA-3 : Performance Appraisal Report of Clerk-cum-Cashiers, including

probationers.

3. Time Schedule for submission of above Appraisals/Reports:

All the Officers shall submit their Self Appraisal Report, as at the end of 31st March 2008, to the concerned Reporting Officer under whom he/she has

worked for more than 6 months in the cited Financial Year. If the Reporting Officer is working at a different branch/office, the same has to be sent

to such Reporting Officer by the officer concerned, by 15th of April 2008 for onward transmission to the Reviewing Authority.

The Reporting Officers shall acknowledge the receipt of the Self Appraisal Report

to the Officers, in the prescribed proforma annexed. The Reporting Authorities shall forward the Self Appraisal Reports with their remarks along with the

Perforamnce Appraisal Reports (PA-2), to the Reviewing Authority concerned, by 20th April, 2008.

All the Officers shall note that non-submission of Self Appraisal Report to the Reporting Authority within the cited due date will result in non-sanction of their loans, festival advance, medical reimbursment,

officiating allowance etc. Hence, all the Officers should take it very seriously and submit Self Appraisal Report to the Reporting Authority within the due date (15.04.2008) and obtain acknowledgement

(annexed to the PA-1) from the Reporting Authority concerned. Xerox copy of such acknowledgement shall be enclosed to the staff loan applications for ready reference.

Contd…………..3

Page 3: ANDHRA PRAGATHI GRAMEENA BANK (Sponsored by …apgb.in/files/1_3_5097a7ae593df.pdf · SELF APPRAISAL REPORTS / PERFORMANCE APPRAISAL REPORTS ... Senior Managers at ... Performance

Circular No.70-2008-BC-STF Date:25.03.08

-3-

4. Self Apprisal Reports of Officers:

All Officers shall note that it is mandatory to submit the Self Appraisal Report to the respective Reporting Authority, within the due date every year. If any Officer fails to submit the Self Appraisal Report

within the due date as noted above, loans/officiating allwoance/ Medical Bills/Festival Advance etc. of such Officers will not be sanctioned, besides initiating suitable disciplinary action.

The Reporting Officers should invariably obtain the self appraisal report from the Officers within the stipulated date. In case any Officer fails to submit the self

appraisal report within the stipulated date, Reporting Officer should make the assessment on his/her own in the Performance Appraisal Report (PA-2) and

forward the same to the Reviewing Authority within the due date. 5. Performance Appraisal Reports of Clerk-cum-Cashier (PA - 3):

Branch Manager shall prepare the Performance Appraisal Report (PA-3) of a Clerk-cum-Cashier who worked under him/her for more than 6 months in the

Financial Year (2007-08) and submit the same to the Regional Office, on or before 15.04.2008 for necessary action. If the Branch Manager is working at a different branch/office at the time of submission, Performance Appraisal

Reports have to be prepared for the relevant period and submitted to the respective Regional Office within the above due date. All the Branch Managers shall note that it is mandatory for them to prepare PA-3 for

each Clerk-cum-Cashier who worked under him/her (Branch Manager) for more than 6 months in the Financial Year and submit the same within the due date (15.04.08) to the respective Regional Office.

The Regional Managers shall forward the Performance Appraisal Reports (PA-3) of Clerk-cum-Cashiers, received from the Branches, to the Head Office,

Personnel Department, by 20.04.2008 with their remarks/ recommendations.

6. Procedure of Rating the Clerk-cum-Cashiers:

a) The rating chart (Performance Appraisal) contains various qualitative

parameters (check list of qualities) and mark/s are assigned to each quality/parameter.

b) 2 (two) Marks each are allotted for knowledge of ALPM/TBM systems/work, recovery of loans (NPAs and PNPAs) and knowledge in preparation of various statements. Thus, a total of 20 Marks are allotted for rating of performance

of each Clerk-cum-Cashier during a year.

Contd…………….4

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Circular No.70-2008-BC-STF Date:25.03.08

-4- c) The rating is divided into 4 sub-categories viz., outstanding (1 Mark), Above

Average (3/4 Mark), Average (1/2 Mark), Below Average (1/4 Mark).

d) Based on the total marks obtained by a Clerk-cum-Cashier, as per the performance appraisal report, Rating shall be finalized by the Branch

Manger as given below. Outstanding : Above 15 Marks out of 20 Marks

Above Average : Above 10 Marks out of 20 Marks

Average : Above 05 marks out of 20 Marks

Below average : Below 05 marks out of 20 Marks

7. Supplying of printed formats:

Sufficient copies of cited Self Appraisal Reports and Performance Appraisal

Reports are being supplied to the Branches/Offices through the Regional Office. Extra copies of these formats will be made available at the Regional Offices.

This Circular shall be circulated among all the staff members.

Clarification, if any, on this Circular, may be sought from the Personnel Department, Head Office, Kadapa.

(M. JAI PRAKASH)

CHAIRMAN

FLASH ……….. FLASH ……….

One Day proposed strike on 31.03.2008 by the Joint Forum of Grameena Bank Unions/Associations (refer

H.O. Circular No.59-2008-BC-STF dated 15.03.2008) is deferred. Hence, all the staff members should attend to the Bank on 31.03.2008.

Page 5: ANDHRA PRAGATHI GRAMEENA BANK (Sponsored by …apgb.in/files/1_3_5097a7ae593df.pdf · SELF APPRAISAL REPORTS / PERFORMANCE APPRAISAL REPORTS ... Senior Managers at ... Performance

Annexure to Circular No.70-2008-BC-STF Date:25.03.08

ACKNOWLEDGEMENT FORM

SELF APPRAISAL REPORT FOR THE YEAR 2007-08

This is to acknowledge the receipt Self Appraisal Report of

Sri…………………………………………………, Scale (……),……………………...………. (Cadre),

Emp.No…………, …………………………….Branch, for the year 2007-08, on…………….… .

Signature of the Reporting Authority:

Name: Emp. No.:

Designation: Branch/Office:

(To be given/sent to the Appraisee Officer who has to keep it as a record)

……………………………………………………..cut here………………………………………………. Annexure to Circular No.70-2008-BC-STF Date:25.03.08

ACKNOWLEDGEMENT FORM

SELF APPRAISAL REPORT FOR THE YEAR 2007-08

This is to acknowledge the receipt Self Appraisal Report of

Sri…………………………………………………, Scale (……),……………………...………. (Cadre),

Emp.No…………, …………………………….Branch, for the year 2007-08, on…………….… .

Signature of the Reporting Authority:

Name: Emp. No.:

Designation: Branch/Office:

(To be given/sent to the Appraisee Officer who has to keep it as a record)

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Annexure to Circular No.70-2008-BC-STF Date:25.03.08 Due date:15.04.2008

PA-1

ANDHRA PRAGATHI GRAMEENA BANK : HEAD OFFICE : KADAPA

SELF APPRAISAL REPORT (COMMON) FOR ALL OFFICERS IRRESPECTIVE OF

SCALE AND PLACE OF POSTING, FOR THE YEAR 2007-08

(A) PERSONAL DATA (to be filled in by the appraisee officer):

NAME: EMP. NO.

Designation: Scale/Grade Since……………

Branch/Office where the Officer worked as on 31.03.08:______________________

Date of Joining in the above Branch/Office : _________________ Region:____________

Educational Qualification: Professional Qualifications, if any;

Technical Qualification

(Typing/Computer):

a) JAIIB / CAIIB

b)

Joined the Bank on …………… in the cadre of …………………………………….

Status: SC/ST/OBC/Ex-Serviceman/Physically Handicapped/Others:_______________

Disciplinary action, if any, initiated during the year 2007-08:

(B) PREVIOUS PLACEMENTS (covering preceding 5 Years): :

Brach/Office Designation Grade From To

Month Year Month Year

a)

b)

c)

(C) TRAINING PROGRAMMES ATTENDED DURING THE LAST 5 YEARS

Name of the

Institute/STC

Name of the Programme attended Duration

From To

(D) Training Needs (As conceived by the Officer):

(E) Major Health Problem, if any:

(F) Whether staying in Headquarters:

(G) Name and Designation of Reporting Authority:

(H) Period worked with the Reporting Authority: From To

(I) Name and Designation of Reviewing Authority:

Contd………..2

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Annexure to Circular No.70-2008-BC-STF Date:25.03.08

PA-1

-2-

SELF APPRAISAL REPORT 2007-08 ( to be prepared by the Appraisee Officer)

Name: Scale - Emp. No.

1. Highlights of my performance during the year (2007-08)are as below:

2. Areas in which I feel I have not done well during the year (2007-08)are as below:

3. Constraints faced by me in the development of business during the year (2007-08):

4. What, according to me, would enable me to perform better in the days to come:

5. Efforts made in improving the non-interest income:

6. Efforts made to improve the image of the Bank during 2007-08:

Date:

Branch/Office : Signature :

Page 8: ANDHRA PRAGATHI GRAMEENA BANK (Sponsored by …apgb.in/files/1_3_5097a7ae593df.pdf · SELF APPRAISAL REPORTS / PERFORMANCE APPRAISAL REPORTS ... Senior Managers at ... Performance

Annexure to Circular No.70-2008-BC-STF Date:25.03.08

PA-1A Due date:15.04.2008

ANNEXURE TO SELF APPRAISAL (PA-1) REPORT FOR

BRANCH MANAGER / OFFICER (ADVANCES) FOR THE YEAR 2007-08

(To be filled in by the Appraisee Officer)

Name Of the Officer:____________________________________Emp. No.____________

Cadre:_______________________________________Scale:_______________________

Branch/Office:________________________________Region:______________________

I. a) Deposits position (2007-08) (Rs. in lakhs)

Deposits Target Achievement Growth Rate %

Demand Deposits

Total Deposits

b) Category of deposits. (Rs. in lakhs)

Category As on

31.03.2007

% to total

deposits

As on

31.03.2008

% to total

deposits

i Total Demand Deposits

ii Total Term Deposits

iii Total Deposits

iv Total Public Deposits

v Total Govt. Deposits

c) Quarterly Deposit Targets and achievements for the year 2007-08: (Rs. in lakhs)

Quarters ended Target Achievement Growth rate

%

Average

deposits*

i June 2007

ii Sept. 2007

iii December 2007

iv March 2008

*Average Deposits shall be arrived at by adding each weekly/fortnightly deposits divided by

number of weeks/fortnights in that quarter.

d) Whether participated in the deposit mobilization campaign/s during the year (2007-08)?

Give details of achievements, if any. e) Number of Pragathi Janatha SB Accounts canvassed during he year 2007-08:

f) Efforts made in popularizing new deposit products:

Cond……….2

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Annexure to Circular No.70-2008-BC-STF Date:25.03.08 -2-

PA-1A

Name: Emp.No. Scale :

II. a) Advances position (2007-08):

(Rs. in lakhs)

Advances Target Achievement Growth Rate %

i Priority Sector

ii Non-priority Sector

Total

b) Loan Disbursements during 2007-08: (Rs. in lakhs)

Sl.

No.

Category/purpose of Advances Target

Achievement % of

achievement

i ST – Crop Loans/PKCCs

ii MT-Agrl./ Allied activities

iii SHGs

iv Other Priority Sector

v Non-Priority Sector

vi All others (Priority & Non

Priority

Total disbursements

c) Recovery performance as per DCB Year( I) June 2006 and (II) June 2007:

(Rs. in lakhs)

DCB Year Demand

Rs.

Collection

Rs.

Balance

Rs.

% of recovery to

demand

i June 2006

ii June 2007

d) NPAs Outstanding as on 31.03.2008:

(Rs. in lakhs)

Category of asset Outstanding as on Increase (+)/

Decrease (-)

% of increase (+) /

decrease (-) 31.03.07 31.03.08

i Sub-standard Assets

ii Doubtful Assets (D-1 to D-3)

iii Loss Assets

Total NPAs

e) i) Cash Recovery made under NPAs during 2007-08: Rs______________

ii) Recoveries made under written off loan a/cs during 2007-08: Rs.____________

f) Whether participated in the Recovery Campaign/s launched during 2007-08. Give

details of achievements, if any.

Contd……….3

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Annexure to Circular No.70-2008-BC-STF Date:25.03.08 -3-

PA-1A

Name: Emp.No. Scale :

g) AODs to be placed on record: No. of AODs Amt. involved Rs.

As on 31.03.2007 ….. ……. ……………..

As on 31.03.2008 ….. ……. ……………..

h) Grounding position of Government sponsored loans :

i) Number of new farmers covered under PKCC :

j) Efforts made in popularizing new loan products:

k) Farmers Clubs organized/programmes conducted during the year (2007-08):

l) Number and nature of Extension Activities conducted (Other than through

Farmers’ Clubs) during the year (2007-08):

m) Number of customer meetings conducted (Give date and place/village):

n) Maintenance of premises and old records/files:

o) i. Profit/Loss (as per balance sheet) for 2007-08: Rs……………………

ii.Profit/Loss after applying TPM for 2007-08 : Rs……………………

p) Insurance business canvassed during 2007-08 :

a) No.of Policies ( Life + Non –life): b) Amount of premium Rs……………

Contd…..4

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Annexure to Circular No.70-2008-BC-STF Date:25.03.08

-4- PA-1A

Name: Emp.No. Scale :

III. INTERNAL CONTROL:

a) Position of Tallying of Accounts (Pending for more than 2 months) as on 31.03.08:

S.No. Type of account Tallied upto Difference Rs.

b) Position of non-submission of loan process notes to R.O. during 2007-08:

i. Number of loan accounts: ii. Total loans amount involved: Rs.

iii. Reasons for non-submission of process notes to Regional Office:

c ) Rectification of Inspection Reports:

Year Date of

Inspection

Date of submission of

full rectification report

Date of

closure

Rating

2006-07

2007-08

d) Seepage of Income position:

Year Detected Rs.

Recovered Rs.

Balance Rs.

2006-07

2007-08

e) Any other information which you feel relevant to mention here to highlight your performance during the year 2007-08:

Date: SIGNATURE:

Branch: Name :

--oOo--

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Annexure to Circular No.70-2008-BC-STF Date:25.03.08

PA-1B Due date:15.04.2008

ANNEXURE TO SELF APPRAISAL REPORT (PA-1) FOR SECOND OFFICERS/

SCROLL OFFICERS FOR THE YEAR 2007-08

Name: Scale: Branch:

1. Job Responsibilities:

2. Key Functional Areas:

3. a) Internal Control - Tallying of Accounts (pendency as on 31.03.08):

S.

No.

Type of account Tallied upto Difference

Rs.

S.

No.

Type of

account

Tallied

upto

Difference

Rs.

b) Branch Adjustment, Suspense and Sundry Advance pending for more than 3 months:

Account Date Amt.Rs. Account Date Amt. Rs.

c) Reconciliation of Bank Accounts:

d) Long pending OBCs, IBCs and CDDs (More than 45 days):

e) Submission of statements (pendency, if any, for the last 2 months):

f) Maintenance of Books of accounts, Day Book slip bundles, Security items, Old

records:

g. i) No. of lockers vacant:_____ii) Locker Rent arrears : No_______: Rs.____________

h. Seepage of income detected in the last inspection (2007 -08 ):

Detected Rs. Recovered Rs. Balance Rs.

i. Rectification of Inspection Report (2007-08):

Contd……….2

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Annexure to Circular No.70-2008-BC-STF Date:25.03.08

PA-1B

-2-

Name: Emp.No. Branch :

4. Customer Service:

a. No. of complaints received during the year (2007-08) and nature of complaints:

b. No. of complaints pending as on 31.03.2008:

5. Control & Supervision of assigned departments/internal work:

6. Cash Management- Furnish Cash Deposit Ratio (including Bank Balances) during

2007-08, at quarterly intervals:

7. Handling of ALPM/TBM Systems – Creating back-ups – Adhering to guidelines:

8. Deposits mobilised during 2007-08, including during the campaigns:

No. of Accounts Type of Accounts Amount canvassed (Rs.)

9. Efforts made in recovery of NPAs/regularization of PNPAs during the year:

10. Overall supervision of counter service:

11. Any other information which you feel relevant to mention here to highlight your

performance during the year 2007-08:

Date: SIGNATURE :

Branch: Name :

Scale :

--oOo--

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Annexure to Circular No.70-2008-BC-STF Date:25.03.08

PA-1C Due date:15.04.2008

ANNEXURE TO SELF APPRAISAL REPORT (PA-1) FOR OFFICERS

WORKING AT ADMINISTRATIVE OFFICES (HO & ROs)

FOR THE YEAR 2007-08

NAME: Scale : H.O/RO:

1. Job responsibilities:

2. Key Functional Areas:

3. Preparation of Office Notes/Process Notes for loan proposals:

4. Correspondence with Branches/HO/Outside Agencies:

5. Submission of statements to the Head Office/Other Agencies:

6. Review and Monitoring of key functional areas:

7. Maintenance of files/records/registers:

8. Obtaining Process Notes and Taken Note of sanction:

9.Obtaining compliance from Branches:

10.Obtaining required MIS from Branches:

Contd……2

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Annexure to Circular No.70-2008-BC-STF Date:25.03.08

PA-1C

-2-

NAME: Scale: H.O/RO:

11. Efforts made to focus on the state of affairs in the Branches and timely action

proposed: .

12. Efforts made to provide necessary guidance to branches:

13. Efforts made to dispose of Branches/HO correspondence:

14. Involvement in NPAs recovery/PNPAs regularization :

15. Relationship with colleague staff and Superior Officers :

16. Special efforts and achievements, if any, including mobilization of deposits :

17. Efforts made to improve the image of the Bank :

18. Any other information which you feel relevant to mention here to highlight your

performance during the year 2007-08:

Date: Signature:

HO/RO: Name : Cadre/Scale

--oOo--

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Annexure to Circular No.70-2008-BC-STF Date:25.03.08

PA-2 Due Date: 15.04.2008

(A) BUSINESS DIMENSIONS (2007-08)

(*Particulars under Point No.1,2 & 3 shall be filled in by Appraisee Officer)

Name of the Officer (Appraisee):____________________________ Emp. No._______

Scale /Cadre:__________________ Branch/Office:_______________________

*1. Business growth during 2007-08 (to cover 12 months period or less):

(Rs. in lakhs)

Particulars

Business level at the beginning

of the year or as on the date

(…………….....) of taking

over charge

Business level at the end of the

year or on the date (……………)

of handing over charge

Target Actuals Variation Target Actuals Variation

a) Term Deposits

b) Demand Deposits

c) Total Deposits

d) Priority Sector

Advances

e) Non-priority

Sector Advances

f) Total Advances

*2. a) Fresh NPAs added as at year end 31.3.08: Accounts:_______Amount: Rs._________

b) NPAs as on 31.03.07: Rs………………… c) NPAs as on 31.03.08: Rs………………... .

*3. i . Profit/Loss (as per balance sheet) for 2007-08 : Rs………………

ii. Profit/Loss after applying TPM for 2007-08 : Rs………………

4.Comments on deficient performance, if any (to be commented by Reporting Authority):

a) Lack of efforts :

b) Over budgeting/Under budgeting :

c) Environmental changes :

d) Assumptions belied :

e) Reporting incorrect :

f) Non-compliance with instructions/guidelines :

g) Non submission of post sanction requirements :

h) Un-satisfactory House Keeping :

Contd……………2

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Annexure to Circular No.70-2008-BC-STF Date:25.03.08

PA-2 -2-

(B) QUALITATIVE ASPECTS OF BUSINESS (2007-08)

(This part to be filled in by the Appraiser only i.e., Reporting Officer)

Name of the Officer (Appraisee):___________________________ Emp. No._______

Scale :_____ Branch:_________________ Region:______________

1. House Keeping (Including tallying of accounts, rectification of Inspection Report):

2. Customer Service, Customer Care :

3. Submission of Periodical Returns, Statutory Returns, Loan Process Notes etc.:

4. Followup and Recovery Visits:

5. Integrity/honesty/commitment:

6. Response/compliance with H.O./R.O. instructions:

7. Aptitude for effective implementation of Poverty Alleviation Programmes:

8. Maintenance of Premises, Furniture, Fixtures and Computers etc:

9. Maintenance of Records, files, Floppies etc:

Contd……….3

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Annexure to Circular No.70-2008-BC-STF Date:25.03.08

PA-2 -3-

(C) MANAGERIAL DIMENSIONS (2007-08)

(For Operational & Non-operational Assignments - To be filled in by the Reporting Officer)

Name: Scale: Branch:

1. Job knowledge :

2. Leadership qualities :

3. Decision making :

4. Administrative skills :

5. Problem solving capacities :

6. Public relations & Marketing Skills :

7. Integrity/Honesty/Commitment :

8.Comments on Conceptual Abilities, Flexibility of mind, Emotional strength, Respon-

siveness to corporate concerns, willingness to assume responsibilities, creativity and

innovativeness, negotiation skills & communication skills etc.

9. Any outstanding performance shown during the year:

10. Key Responsibility Areas will interalia include the primary responsibility/ies

assigned to the appraisee officer during the year) :

Key Responsibility Areas Comment of Appraiser

Contd………4

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Annexure to Circular No.70-2008-BC-STF Date:25.03.08 PA-2

-4-

Name : Scale: Branch:

11. Comments of Reporting & Reviewing Authorities:

Comments of Reporting Authority Comments of Reviewing Authority

a) Potentiality

b) Training Needs

c) Comments on

Self Appraisal

12. Overall assessment of performance of the Officer for the year 2007-08:

i. For Operational assignment *

(Total 100 Marks)

Marks awarded by

Reporting Authority Reviewing Authority

a) Business Dimensions 30 Marks

b) Qualitative aspects of

business

30 Marks

c) Managerial Dimensions 20 Marks

d) Outstanding Performance 20 Marks

Total Marks 100

ii. For Non-operational assignment* (Total 100 Marks)

a) Key responsibility areas 50 Marks

b) Managerial Dimensions 40 Marks

c) Outstanding Performance 10 Marks

Total Marks 100

Outstanding : (80 to 100 Marks) Average : (40 to 59 Marks)

Good : (60 to 79 Marks) Below average : (Below 40 Marks)

*Note: Marks are to be awarded either for operational assignment or for non-operational

assignment but not for both.

Signature of Reporting

Authority :

Signature of Reviewing

Authority :

Name:

Name:

Designation:

Designation:

Office/Branch:

Office:

Date:

Date:

13. Remarks by the Reviewing Authority (Areas of disagreement with Reporting Authority, if

any, to be specifically commented upon herebelow):

Date: Designation: Signature of the Reviewing Authority

-ooOoo-

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Annexure to Circular No.70-2008-BC-STF Date:25.03.08

PA-3

ANDHRA PRAGATHI GRAMEENA BANK : HEAD OFFICE : KADAPA

Performance Appraisal Report for the financial year 2007-08 ( For Clerk-cum-Cashiers including Probationary Clerks )

NAME:_________________________ Emp: No.____________

BRANCH:__________________________ REGION:_____________________

Sl.

No. I. CHECK LIST OF QUALITIES

Rating*

Max.

Mark/s

Outstan-

ding

(1 Mark)

Above

average

(3/4

Mark)

Average

(1/2

Mark)

Below

average

(¼ Mark)

01 Punctuality in attending office

and discipline

1

02 Co-operation and Team spirit

1

03 Capability for assuming more

responsibilities

1

04 Knowledge of duties/functions

for which the employee is

responsible

1

05 Ability to complete the

allotted work in time

1

06 Ability to work with least

supervision/intervention

1

07 Mobilisation of deposits

1

08 Good handwriting and

neatness in work

1

09 Dependability and sense of

belongingness to the

organization

1

10 Courtesy towards customers,

general public and colleagues

1

11 Integrity and sincerity

1

12 Ability in balancing/tallying

of Accounts.

1

13 Judicious use of Leaves by

adhering to leave rules.

1

Total Marks - 1st page 13

*Assign 1 (One) Mark for Outstanding, ¾ Mark for Above Average, ½ Mark for Average

and ¼ Mark for Below Average Rating and mark the same in the respective column

against each quality in the above chart.

(P.T.O.)

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Annexure to Circular No.70-2008-BC-STF Date:25.03.08 -2-

Name: EMP. No: Branch/Office:

II. KNOWLEDGE OF ALPM/TBM SYSTEMS/PROCEDURES: (Max. Marks 2)

III. KNOWLEDGE IN PREPARATION OF VARIOUS STATEMENTS: (Max. Marks 2)

IV Participation/Contribution in

Recovery of loans: (Max. Marks 2)

Accounts Amount Rs.

a) NPAs recovered during the year

b) PNPAs regularized during the year

V. SPECIAL FEATURES/ATTRIBUTES OF THE EMPLOYEE: (Max. 1 Mark)

Suggestions of Branch Manager for improvement of the employee’s work/performance:

Total Marks (1st Page ) :___ *RATING (Given by BM):________________

Total Marks ( 2nd

page) :___

Grand Total (1st & 2

nd Page ): ___

Date: Signature of the Manager

Remarks/Comments of the Reviewing Authority: *RATING (Given by RM):__________

(Areas of disagreement with the Reporting Authority, if any, to be specifically commented

upon)

Date: Region:______________ Signature of the Regional Manager

________________________________________________________________ *Note: Rating shall be done based on the total marks awarded (out of total 20 marks):

Outstanding: Above 15 Marks; Above average: 11 to 15 Marks;

Average : 5 to 10 Marks ; Below average: below 5 Marks.