CY 2018 eERFoRMANcE Sconecnno (AnNex B)

GOVERNMENT SERVIGE INSURANGE SYSTEM

sol lmprove Quality of Life of Members/Pensioners and their Families

80%

Full implementation oflmprovement of GSIS

financial literacy programfor retiring employees

Full implementation oflmprovement of EducationAssistance Loan Program

Part2

3 Types oflncrease

0

80% and above =15o/o

79o/o lo 600/o = 7.5o/o

Below 6o0/o = Oo/o

15o/o

Number of DepEdmembers who

availed the GFAL /Number of DepEd

members whoattended the GSISFinancial Literacy

Program

SM1

lmprovemenUEnhancement of Benefits andPrivileges withoutlmpairing Actuarial Life

Service and Products to Members, Pensioners, Government Bodies, and Other Constituencies1iYo

so2Sub-total

Provide Excellent and ResPonsive

9Oo/o

83o/o of retirement /separation and life

insurance claims andbenefits processed within

30 working days

Average TAT of 40 workingdays for Motor Vehicle

lnsurance Claims

Sociallnsurance:

96.38%

Generallnsurance:

99.4o/o

Social lnsurance98.070/o

General lnsurance:94.5%

90% or higher =15%

89 to 85% = 7.Soh

84o/o and below =ooh

15%

Number of claimsand benefits

processed withinTAT/Number of

receivedapplications duefor processing

SM2

Percentage of Claimsand Benefits Processedwithin the ApplicableTime

Component

Formula

Baseline Data Target

Objective/Measure Weight Rating SYstem 2015 201 6 2017 2018

rdo LlJ<osdJ IIJ<Y6S8E

v

GSIS lPage2of6MFCP: 2018 Performance Evaluation Scorecard

93.7o/o90% of the total

respondents gave at least aslightly satisfied rating

86.O2Yo 92.7Yo

(Actual/Target) xWeight

Below SOoh = 0o/o

Actual ratingprovided by 3'd

party socialresearchinstitution

SM3 Percentage of SatisfiedCustomers

25o/oSub-total

Deliver Unparalleled Returns and Stakeholder Valueso3

2Oo/o23.11%No data No data

(1-((Actual-Target)/Target)) x

Weight

Above 29o/o = Oo/o

8o/o

CNL Default Rate= (Total

outstandingprincipal balance

of due anddemandable CNL

accounts -Allowance forlmpairment) /

(Total outstandingprincipal balance

of all CNLaccounts -

Allowance forlmpairment

SM4Minimize ConsolidatedLoan (CNL) DefaultRate

Component

Formula

Baseline Data

201 6

Target

Objective/Measure Weight Rating SYstem 2015 2017

r

201 8

10o/o

lrJ(Jz

=l!

GSIS lPage3of6MFCP: 2018 Performance Evaluation Scorecard

so4 Create and lmplement a Dynamic Asset Allocation and lnvestment Framework

9.23%6%

11.19o/o(Rolling

average offive (5)years)

9.90%(Rolling average of

five (5) years)

(Actualffarget) xWeight

Below 60/o = Oo/o

Five (5) yearaverage increasein total assets =

sum of percentageincreases from

2O14lo 2018 I five(5)

Where:

Annualpercentage

increase in totalassets = 1(Total

assets at yearendof the CURRENT

year - Totalassets at yearend

of PREVIOUSyear) I Total assetat yearend of theprevious yearlx

100

8o/olncrease in total assetsSM5

Component

Formula

Baseline Data

2015 2016

Target

20182017Objective/Measure Weight Rating System

r

GSIS lPage4of6MFCP: 2018 Performance Evaluation Scorecard

7o/o 9.03%No dataNo data8o/o

(Actual/Target) xWeight

Below 8o/o = Oo/o

Five (5) yearaverage increasein total assets =sum of ROlfrom

2014 to 2018 / five(5)

Where:

Annual ROI = Netlnvestment

lncome/"Averagelnvestment Asset

*Average

lnvestment Asset= (Total

lnvestment Assetsat yearend

CURRENT year +Total lnvestment

Assets at yearendprevious year)lZ

SM6Generate Return onlnvestment (ROl) onlnvestible Funds

73o/o 74%No dataNo data8%(Actual/Target) x

Weight

Below 72o/o = Oo/o

Assets / Reservesof the GSIS Social

lnsurance FundSM7

lncrease the Fund Ratioof the Social lnsuranceFund

32o/oSub-total

Component

Formula

Baseline Data

2015 2016

Target

2017 2018Objective/Measure Weight Rating System

^'

GSIS lPage5of6MFCP: 201 8 Performance Evaluation Scorecard

so5 lmplement a Robust, Enterprise-Wide Risk Management System

No data Risk Maturity Level2.6No data No data

2.6 or higher = 8o/o

2.541o below 2.6 =4o/o

Below 2.54 = Oo/o

Rating from therisk assessment

reportlYoSM8 ERM Risk Maturity

Rating

Exce! in Knowledge and lnformation Managementso6

ISO Certification for thefollowing processes:

Processing of MaturityBenefit for Life lnsuranceand Processing of Motor

Vehicle lnsurance Claims

Maintenance of ISOCertification for Loans

Processing andMembership

Certification under lSO9001:2015 for Data

Center FacilitiesManagement;

Pass the SurveillanceAudit or Maintain

Certification for thefollowing processes:

1. Loans Processing

2. MembershipAdministration

3. Maturity ClaimsProcessing

4. Motor VehicleClaims Processing

ISO Certificationunder 9001 :2015

standards for:

MembershipAdministration andLoans Processing

TUVRheinlandissued an

rsocertificationfor LoansGranting

lOo/o Allor nothingMaintain/Upgrade QMSCertification

Number of CoreProcesses ISO

CertifiedSM9

18YoSub-total

Component

Formula

Baseline Data

2015 2016

Target

Objective/Measure Weight Rating System 2017 2018

ooIUooE.o.J

zuuJ

z

I

cSlS lPage6of6MFCP: 2018 Perfornance Evaluation Scorecard

so7 Recruit, Develop and Retain a Competent Workforce

Achieved averagecompetency of 3.51

Average competencylevel of 3.75 for core and

organizationalcompetencies

The Board ofTrustees

approved theGSIS

CompetencyFramework

on 26February

2015

3.27

(Actual/Target) xWeight

Below 3.51 = 0%

Number ofemployees withhigh rating for

core andorganizationalcompetencies /

Number ofemployeesassessed

1Oo/oSM 10lmprove AverageCompetency Level ofthe Organization

'100/oSub-total

'l00YoTOTAL

IF

=oE.(,ozozzE.

I,JJJ

Target

2017 20182015Objective/Measure Weight Rating System

Baseline Data

2016

Component

Formula

t