POL00046325
POL00046325
Performance Standards Assessment - Agents
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Summary Of Achievement Of Performance Standards
Name of Branch Birkenshaw
Address 712 Bradford Road
Birkenshaw
Bradford BD11 2AE
Branch Code 163 3066
Name of BDM R Hart
Name of on-site Trainer Dennis Watson
Date on-site training started 04 July 2008
Unit Score
Unit 1 ISubjects And Session Number 9.17
Unit 2 IReports 9.00
Unit 3 [Observed Conversations 6.00
[Total Score 8.06
Please fill in only if classroom training has been receivec
Name of classroom trainer P Johnson
Number of days attended 10
Practical scores [Mod 1 75.00[Mod2_ I [Mod3_[_88.00ffotal I 81.50}
45 Security YorN
Have the Areas on the self-assessment checklist been covered with the subpostmaster? Y
Has a copy of the security self-assessment checklist been left onsite for reference? Y
Unit 2 - Reports Score
Produces and double checks daily documents ready for despatch 10.00)
Produces and double checks weekly documents ready for despatch 7.00
Completes daily cash accurately 10.00
[Overall Score for Unit 2 9.00
Unit 3 - Observed Conversations Score Score
Cash Withdrawals 10.00]Instant Saver -
Special Delivery 4.00IFive Year Saver ‘I
Parcelforce 24 & 48 4.00IMotor Insurance I
Home Phone -IHome Insurance -
Broadband -ICredit Card I
Telephony Dual -IMoneygram I
Travel Insurance -ILife Insurance -
‘Travel Money -IE Top Up :
Passport Check & Send B
[Overall Score for Unit 3 6.00]
Regulatory Compliance Workbook Completed And Answered Correctly (Y or N) Y
If No E-mail POL Compliance Team@POSTOFFICE With Trainee Details (Y or N)
Interim Action Plan/Comments I
Agents Focus PSA v4.xls.
POL00046325
POL00046325
Performance Standards Assessment - Agents
Unit 1 - Subjects And Session Number Covered IScore
2 Instant Saver C
3 [Business Awareness C
4 __IHealth & Safety C
5 Datestamps Cc
6 __ [Post Office Credit Card Cc uk
7 Part 1: Take Over Of a Stock Unit C
Part 2: Anti MoneyLaundering iq
8 Introduction to Horizon and Helpline Cc
10 _IStock Balancing C
14 [Use Of Counter Operations Manuals etc. Cc
16 ___IPostage Stamps, Saving Stamps And Retail Items Cc 10.00
18 {Royal Mail Services - 1st & 2nd Class Mail Cc 10.00
19 [Royal Mail Services - Special Delivery C 7.00
23 _IRoyal Mail Services - Home Shopping Returns & UK Parcels Cc 10.00
25 _IRoyal Mail Services - Recorded ‘Signed For’ id 10.00
28 Part 1:A & L Cash Handling And Transcash iq 10.00
Part 2: APS Transactions & Reversals iq 10.00
37 __IPostal Orders C 7.00
a2 Part 1: Travel Products C 7.00
Part 2: Passport Application Check And send Service N/A
Part 1: Parcelforce Worldwide - International Standard/Economy C ~
43 IPart 2: Parcelforce Worldwide - Guaranteed Services (Global Priority) C -
Part 3: Parcelforce Worldwide - Guaranteed Services (Datapost) N/A
45 _ISecurity C
Cash, Stock & Stores Management
46 IRemittances In
Remittances Out
47 E Top Ups/Mobile Vouchers Cc 10.00
50__IDVLA Premium Service N/A
Part 1: Cheque And Debit Card Acceptance Cc 10.00
51 Part 2: Cashcheques iq 10.00
Part 3: Personal/On Line Banking C -
52__IDWP/SSA (NI) Girocheques iq 10.00
54 Part 1: Post Office Card Account C 10.00
Part 2: Post Office Card Account C -
59__INS&l- Investment Account Ct
60 _INS&l - Savings Products C :
61 Home Insurance C ~
63 [Car Insurance C :
64 _IPO Savings - Five Year Saver & Instant Saver C -
65 __ IHome Phone / Post Office Phone Cards C :
66/68 _IMotor Vehicle Licences C 7.00
70 __IRoyal Mail services - International Letters, Small Packets & PF C 10.00
72__IRoyal Mail services - International Priority Services C 10.00
74 __IRedirection Of mail C 7.00
76 __IMoneygram C :
77 __IAsylum Seekers N/A
[Overall Score for Unit 1 9.17
Agents Focus PSA v4.xls
POL00046325
POL00046325
Performance Standards Assessment - Agents
Unit 1 - Subjects And Session Number Covered IScore
2 Instant Saver C :
3 Business Awareness C
4 Health & Safety C
5 Datestamps Cc
6 Post Office Credit Card C -
Part 1: Take Over Of a Stock Unit C
7 Part 2: Anti MoneyLaundering C
8 Introduction to Horizon and Helpline Cc
10 [Stock Balancing C
14 IUse Of Counter Operations Manuals etc. id
16 [Postage Stamps, Saving Stamps And Retail Items C 10.00
18 [Royal Mail Services - 1st & 2nd Class Mail C 10.00)
19 [Royal Mail Services - Special Delivery C 7.00
23 __IRoyal Mail Services - Home Shopping Returns & UK Parcels C 10.00
25 __IRoyal Mail Services - Recorded ‘Signed For’ C 10.00
28 Part 1:A & L Cash Handling And Transcash C 10.00
Part 2: APS Transactions & Reversals C 10.00
37 _IPostal Orders C 7.00
Part 1: Travel Products C 7.00
42 Part 2: Passport Application Check And send Service N/A
Part 1: Parcelforce Worldwide - International Standard/Economy C E
43 Part 2: Parcelforce Worldwide - Guaranteed Services (Global Priority) Cc -
Part 3: Parcelforce Worldwide - Guaranteed Services (Datapost) N/A
45 [Security id
Cash, Stock & Stores Management
46 IRemittances In
Remittances Out
47 _IE Top Ups/Mobile Vouchers. id 10.00
50 _IDVLA Premium Service N/A
Part 1: Cheque And Debit Card Acceptance iq 10.00
51 Part 2: Cashcheques Cc 10.00
Part 3: Personal/On Line Banking C -
52 DWPISSA (NI) Girocheques id 10.00
54 Part 1: Post Office Card Account C 10.00
Part 2: Post Office Card Account C -
59 _INS&l- Investment Account Ct:
60 _INS&I - Savings Products ct
61 Home Insurance Cot
63 _ICar Insurance C -
64 {PO Savings - Five Year Saver & Instant Saver C >
65 _ IHome Phone / Post Office Phone Cards C -
66/68 _IMotor Vehicle Licences [di 7.00
70 _IRoyal Mail services - International Letters, Small Packets & PF C 10.00
72__IRoyal Mail services - International Priority Services C 10.00
74 _IRedirection Of mail C 7.00
76 _IMoneygram [q -
77 __IAsylum Seekers N/A
[Overall Score for Unit 1 9.17,
Agents Focus PSA v4.xls
POL00046325
POL00046325
AI3 Cash On WAQDd
Exhibit Number
Identifying Mark ray I :
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