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31 March to
1 April 2012
Siar
Conference Room
SBEU Retreat & Training Centre
This 14th Edition of SBEU Management Handbook is
published to institutionalize and operationalise the findings and
the recommendations of the 15th Annual Management
Workshop held in March 2012.
37 Principal Officials and Branch Executives & staff attended the
Workshop. The workshop reviewed the activities and performance of
SBEU for 2011-2012 and drew up the programme of activities and the
budget for the year ending 31/3/2013
The workshop sought to further improve the management and
organizational efficiency of SBEU,
The workshop also reviewed the performance of officials, staff and
decided on the honorarium & performance incentive for officials as
well as bonus for staff.
It is hoped that our officials develop leadership, management &
organizational skills and to perform their duties in accordance with
laid down procedures and guidelines.
The 68th EXCO meeting subsequently endorsed its findings
and recommendation
This handbook does seek to provide a guide and roadmap to assist
Union officials in the discharge of their duties. It is hoped that
the handbook will be a useful reference and tool to manage SBEU in a
professional and effective way.
MANAGEMENT
YEAR ENDING 31 MARCH 2013
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1.
Following the
successfully merger of Sibu & Sarikei Branch, SBEU proceeded with
the merger of Miri & Bintulu Branch in June 2011.
2.
Our Organisation
Charts are updated taking into account the need to allocate the
right job and duties to the right person and also the geographical
distances within the merged branches.
3.
SBEU now have three
branches
·
Southern Branch
- Kuching, Samarahan, Lundu, Bau, Serian, Padawan, BSA & Betong.
·
Central Branch
-Sibu, Sarikei, Saratok, Bintangor, Kanowit, Kapit, Dalat & Mukah.
·
Northern Branch -
Miri, Bintulu, Niah, Marudi, Limbang & Lawas.
4.
The administration is
headed by the CEO and assisted by 6 staff at HQ, Finance Officer at
Bintulu and 9 full time employees at the Retreat.
5.
The President, D/P, AGS
are granted time-off from 1 PM; Branch Managers, VPCL from 3 PM
Mondays to Fridays. The GS is seconded full time.
6.
Officials are required
to spend at least 4 hours a week at the Union Office, excluding
the time off and weekly secretariat/work sessions. Official need to
respond to emails in good time
7.
We need to enhance the
performance, initiative and resourcefulness of officials and to
develop their management skills. They must be proactive in the
management of SBEU.
8.
Executive Council,
Branch Executives and IRC meetings must be held at least once in 3
months. Minutes and reports shall be submitted to the CEO within 2
weeks for control and monitoring. Branch should issue (as per
sample) letter to IRC if they failed to attend IRC meeting.
9.
The Attendance
Monitoring Forms must be used to monitor performance of Officials
and IRCs.
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BUDGET & AUDIT
YEAR ENDING 31 MARCH 2013
1.
We achieved a surplus of
$52,274.63 ($29,750.00) for the year ending 31/3/2012. against a
balance budget. Revenue was $1,133,037.17 ($995,931.02) against
budget of $1,093,200.00 achieving a surplus of $38,037.17
(-$42,668.98O) Our total assets in excess of $11 Million.
2.
We have drawn up a lower
budget for the Financial Year ending 31/3/2013 of $936,080.00 (2012–
$1,093,260.00) due to the 45th Anniversary Celebrations
last year. We project a surplus of $71,415.09.
3.
We moved to strengthened
compliance by setting up an audit unit headed by AGT. We will
continue to enhance our financial control and governance.
4.
Officials and staff must
continue to improve our efficiency and productivity. By paying
staff based on performance and responsibilities, we have improved
accountability and overall performance. We declared bonus and
honorarium for staff and officials ranging from 2 to 3.5x monthly
salary
5.
While our financial
resources are stable, we must continue to build up our financial
resources. Our diversification of our income away from membership
subscription has enabled us to face the threat of withdrawal of a
check-off by the banks. Our non-subscription income has reach 47% of
our total income. Our target is 70%.
6.
Our investment in the
upgrading of the Retreat should increase our revenue and to ensure
that it remains the Resort of Choice. We will embark in the
development of an Integrated Recreational Centre on our land in
Pulau Li Hua, Sibu.
7.
We declared a dividend
of 4% (2010- 4.5%) for the Benevolent Fund which is higher than
prevailing Fixed Deposits rates. We are confident that we will be
able to maintain a consistent dividend for 2013.
8.
112 Members left the
fund, withdrawing a total of $245,011.12 due to the MSS/VSS in RHB &
HLB.
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PROGRAMME OF ACTIVITIES
YEAR ENDING 31 MARCH 2013
1.
The Programme of
activities drawn up by the Workshop for the year is toned down after
taking into account the 45th Anniversary Celebrations
last year.
2.
The activities are
streamlined to be more relevant and effective. Branches must
endeavour to carry out the activities as planned. If they are
unable to follow the schedule, approval must be obtained from the
respective Principal Officials in Charge. Approval will only be
granted if there are justified reasons, and must be endorsed by the
Executive Council.
3.
All activities in the
programme have already been approved by the Executive Council.
Branches need only submit application for approval if there is a
change in the budget and in the schedule. Reports for each activity
must be submitted within the stipulated time frame.
4.
Principal Officials at
both HQ and Branches will be held accountable for the implementation
of the programme. Officials must continue to enhance the quality of
the organisation and to improve on the participation rate of members
in these activities.
5.
Resourcefulness,
initiative and smart organising are important criteria.
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VALUE
ADDED SERVICES
INSURANCE
/ UNION YES RETREAT
YEAR ENDING 31 MARCH 2013
1.
SBEU manages three
Insurance Scheme for members and their families
·
Group Multiple Benefits
Insurance Scheme (GMBIS) with Great Eastern Life Assurance Ltd & ING
Insurance Mysia Bhd
·
General Insurance Scheme
with MCIS Zurich Insurance Malaysia Bhd & LonPac Insurance
·
Hospital & Surgical
Insurance with Etika and ING
2.
GMBIS are life insurance
schemes for members and bank employees & their families. Premium
received for the year ending is $1,057,275.00 ($1,062,894) covering
2337 (2240) members & spouses & children participating for Great
Eastern and $506,422.00 ($359,926.00) covering 1300 (1304) members
for ING. SBEU earns 5% commission of the premium with GEL and 10%
with ING. Commissions earned total $130,307.49.
3.
SBEU is an authorised
agent for MCIS Zurich & Lonpac Insurance to sell general insurance,
earning agency commission. Premium collected for the year is
%522,237.28 ($450,839.54). Claims total $284,771.20 We earned
$49,729.03 with most of it paid as incentives to officials who
brought in the sales.
4.
Under the H & S
Insurance with ING and Etika, taking advantage of the $500
reimbursement under the CA. Currently the scheme covers 1000(Etika)
and 40 (ING) members.
5.
The promotion of the
GELA 177 is a disappointment. The workshop decided to focus on
services for the financial year. We have designed detailed workflow
processes to improve monitoring and management of the insurance
operations. These processes will be need to be continuously
updated.
6.
We also have Service
Agreement with ING and MDjaring to facilitate 3rd party
management of employee medical benefits of RHB Bank & Maybank. We
have introduced the PMCare for Bank Islam.
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ORGANISING
YEAR ENDING 31 MARCH 2013
1.
Responsibility for Organizing is now shifted from President to GS
improve performance.
2.
The organising activities for the year are mainly concentrated on
the ROM visits. Our efforts to expanding our scope to include the
Insurance and other Financial Services sectors has been frustrated
by the government which has refused to grant the necessary approval.
3.
We have filed in recognition claim for non-Executive officers in
Maybank & Ambank, has not been successful. As expected the banks are
resisting it.
4.
The workshop sought to make SBEU@Workplace visit more relevant and
to focus on performance pay and organising issues. Branches are
expected to take more accountability and to be very proactive in
implementing the visits. The Checklist and Report Form are further
updated.
5.
The workshop recognized the need to monitor closely the
effectiveness of these workplace visits. We have introduced an
evaluation form for members to provide feedback on the visits.
6.
The Policy of SBEU is that eligible employees must join the union
within 6 months from the date of employment, failing which we would
not accept their application. Towards this end, branches must issue
ORG-1 to these employees, if any. We will also recruit all
contract, temporary and probationary staff.
7.
We will continue our efforts to convince the authorities to approve
our application to expand our membership scope to include the
Financial services sectors. This will pose an organising challenge
in the coming years.
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EDUCATION & TRAINING
YEAR ENDING 31 MARCH 2013
1.
SBEU continue to put
emphasis on Training & Education. The SBEU Education & Training
Programme was reviewed and consists of
·
Induction Programme
·
Performance Pay for IRCs & Br Executives
·
Domestic Inquiry
·
Collective Bargaining
·
External Courses conducted by MTUC, UNI, & Training Consultants.
·
Professional Courses MBA
2.
Our focus continues to
be on training our officials and members on Performance Pay. We are
working with some banks to conduct joint courses.
3.
Most of Education and
training activities for the year are being held at the Retreat@siar.
4.
We need to improve the
competency of our trainers and will continue to use external
trainers where feasible.
5.
We hope to reap the
benefits of officials who have completed the diploma in Business
Administration, Institute of Professional Managers & Administrators,
UK programme. Two of our officials are now pursuing the Masters
programme in management.
6.
The relevant forms are
included in the CD ROM to assist Branches to conduct the courses.
They are Course Proposal, Budget Sheet, and Account Sheet
& Course Report Form.
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SOCIAL/WOMEN PROGRAMME
YEAR ENDING 31 MARCH 2013
1.
Social/Welfare and Women
activities and programme are headed by Director – Non-Clerical. We
need to increase the level of Principal Women officials from
President, two directors, AGT, 1 Branch Chairman, 1 Branch Manager.
2.
Social and Welfare
programme will tone down our 45th Anniversary
celebrations. We need new types of activities that will appeal to a
wider section of our members.
3.
Branches must continue
to ensure that the activities are cost effective and give value
added. It must be emphasized that Branch must organise activities
with enthusiasm, resourcefulness. Do not organise for the sack of
organising.
4.
Branches are to use the
following documents which are available in the CD ROM to
organise and carry out the planned activities.
·
ACTIVITY PROPOSAL FORM (APF)
·
ACTIVITY REPORT FORM (ARF)
·
BUDGET SHEET (ABS)
·
ACCOUNT SHEET (AAS)
5.
A Guide is also
available to assist Branches to submit proposals and reports.
6.
Branch may submit
proposals for any additional activity for consideration on a case by
case basis.
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