Page 2 - Annexure F
P. 2
KPI: Scorecard
Trustees are required to complete the KPI Scorecard. Please rate the performance of the service provider as per the questions below.
Rank answers from
1 = Needs significant improvement
2 = Needs improvement
3 = Average
4 = Consistently Good
5 = Outstanding
N/A
1/06/2018
Employer
Contributions: Payments and schedules received timeously
Claims: Submitted timeously and complete
Assistance with death claim investigations
Communication: Distribution of communication
GQM
Administration: Contributions invested timeously
Claims paid accurately and timeously
Legal: Rules/Legal documents: Drafted accurately. Submitted timeously
Sasfin
Investments: Reports comprehensive and received timeously
Investments/Disinvestments as per SLA
Investment Policy Statement is in place
Intermediary
Consulting: Manco is appropriately informed of legislative requirements/changes
Minutes and agenda distributed timeously. Action items proactively
Secretarial Support:
addressed
Broking: Reviews received timeously
