Details required for assessment and declaration of Productivity Linked Bonus for the year 2022-23: EPFO

Forwarding of Details required for assessment and declaration of Productivity Linked Bonus for the year 2022-23: EPFO Order dated 19.10.2023

EMPLOYEES’ PROVIDENT FUND ORGANISATION
MINISTRY OF LABOUR & EMPLOYMENT,
GOVERNMENT OF INDIA
Head Office
Bhavishya Nidhi Bhawan, 14, Bhikaji Cama Place, New Delhi-110066
Website: www.epfindia.gov.in

No: WSU/25(1)/2018-19/PLB/Part./1404

Date: 19.10.2023

To

All Addl. Central P.F. Commissioners (Zones)
All Regional PF Commissioner-In charge of Regions

Sub: Forwarding of details required for assessment and declaration of Productivity Linked Bonus for the year 2022-23-reg.

Madam/Sir,

Please refer to the subject cited above.

The work relating to the assessment of Productivity Linked Bonus for the year 2022-23 has been taken up. The Productive Linked Bonus (PLB) for the employees of EPFO is assessed on the basis of the productivity achieved and manpower used in respect of field offices separately. For the Head Office (including PDUNASS), it is worked out based on the average of All India Productivity and Manpower. Information relating to parameters and performance as per the Scheme is to be furnished in the Annexures A to C (copies enclosed).

ACCOUNTS & CASH

2. The time-limit of 20 days (calendar days) has been notified for settlement of PF, EPS & EDU claims, transfer including advances cases. In case, the job is not completed within 20 days, weightage would be reduced for the work done beyond  20 days. Date of receipt of claim form (complete in all respects) and the date of despatch of cheque/transfer through NEFT would be taken  into account for  reckoning  20 calendar days.
3. As regards issue of “Annual Statement of Accounts”, it has been classified into two groups, Viz. (1) current year ‘s Accounts slips issued and (2) Previous year’s Accounts slips issued during the current year. Accounts slips relating to the “current Year” and those pertaining to previous years but issued during the  current  year  should  be shown separately.

ENFORCEMENT & DAMAGES

4. The activities of  “Enforcement & Damages” include:
5. No. of 7A notices issued.
6. No. of Speaking Orders of 7A passed and compliance effected.
7. No. of Speaking Orders passed for Levy of Damages.
8. No. of Recovery Certificates Executed:-

1. For default in all the five Accounts (A/c No. 1,2,10,21 & 22)
2. For default in 3 or 4 of the five Accounts.
3. For default in 1or 2 of the five Accounts.

7-A NOTICES

5. Only one notice has to be taken into account for all the three Schemes. In case three separate notices are issued for the three Schemes, it has to be taken as one only. Further, only the initial notice issued has to be taken into account and not the notices issued every time after adjournment of proceedings due to any reason. With the amendment of Section 7A, the RPFCs are required to decide not only the quantum of dues but also to decide the Applicability.In such cases also if more than one notices are issued, it should be taken as one only for the purpose of PLB return.

SPEAKING ORDERS OF 7A PASSED AND COMPLIANCE EFFECTED

6. Against this item all the speaking orders passed under Section 7A should not be shown. Only those orders passed, which have been complied with, should be shown. However, instructions contained in the preceding para as “7A Notices” should also be kept in view.

SPEAKING ORDER S FOR LEVY OF DAMAGES

7. All the speaking orders passed for levy of Damages may be shown against this item. However, if separate orders are passed for all the three schemes, only one order should be taken into account for the purpose of Bonus return.

RECOVERY CERTIFICATES EXECUTED

8. Only those Recovery Certificates, which have been duly executed and not merely issued, should only be shown against this item. This item has been classified into three categories namely: –

i. For default in all the five Accounts (Bank A/c Nos. 1, 2, 10, 21 & 22)
ii. For default in 3 or 4 of the five Accounts.
iii. For default in 1or 2 of the five Accounts.

Hence, information may be furnished separately against the three categories.

PROSECUTIONS

9. The number of Prosecutions launched against the defaulting establishments / employers under Section 14 of the Act and Section 406/409 IPC has to be indicated against the relevant item under this head.

MANPOWER

10. Manpower in position as on 31st August 2022 all over the region has to be furnished. The manpower reckoned for the purpose of assessment of PLB shall be as follows: –

(1)	Accounts & Cash	–	LDCs, DPAs/DEOs, SSAs, Sr. SSAs SS and AOs posted in different  Sections/ Groups  connected  with  the  work  of Accounts and Cash.
(2)	Enforcement & Damages	–	LDCs, DPAs/DEOs, SSAs, Sr. SSAs SS and AOs deployed in any of the Sections/Groups connected with the work of Enforcement and Damages.
(3)	Inspection	–	All Enforcement Officers in position in the whole of the Region.
(4)	Administration	–	LDCs, DPAs/DEOs, SSAs, Sr. SSAs SS and AOs in position in all  Sections  other  than  those  mentioned  in (1), (2) and (3) above.

Detailed information of various sections/staff coming under all the above four heads is given in Annexure-C. All the Regional offices may forward the consolidated information in respect of the Region.

11. The information relating to Staff in position in respect of the Zone as on 31.08.2022 has to be furnished in Annexure-B.

12. It is requested that the aforesaid information in Annexure-A to C may be furnished immediately.In any case the information should reach the Head Office on or before 2oth Oct 2023 at [email protected].

13. All the ROs may furnish their data to their respective Zonal Offices and subsequently ACC (Zones) after compilation of the same, may forward the same to Head Office.

Encl: – As above.

Yours faithfully,

(MSKW Satyanarayana)
ACC (WSU)

Source: EPFO