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Home My WebLink AboutMINUTES - 12131983 - 1.32 POSITION ADJUSTMENT REQUEST No. /.5 /VD Date: Dept. No./ . cr� Copers Department Animal Services Budget Unit90-150362 `'' Org:'`No. 3340 Agency No. Action Requested: Cancel one (1) Supervising Clerk Proposed Effective Da e: Explain why adjustment is needed: _Position established for training purposes will not be necessary af . .r retirement of current Supervising Clerk. Classification Questionnaire attached: Yes [[ No Q Estimated cost of adjustment: $ Cost is within department's budget: Yes Q No If not within budget, use reverse side to explain how costs are to be funded. Department must initiate necessary appropriation adjustment. Use additional sheets for further explanations or comments. for Department` Head Personnel Department Recommendation Date: December 6, 1983 Cancel Supervising Clerk, position 36-040, salary level H2 167 (1456-1770) . Amend Resolution 71/17 establishing positions and resolutions allocating classes to the Basic/Exempt Salary Schedule, as described above. Effective: [j day following Board action. ip/a January 6, 1984 Date for Director otRlerVonnel County Administrator Recommendation Date: Approve Recommendation of Director of Personnel D Disapprove Recommendation of Director of Personnel 0 Other: el for Coun y A ministrator Board of Supervisors Action DEC 13 1983 Adjustment APPROVE pp on J.R. Olsso County Clerk DEC 131% ' Date: By: APPROVAL OF THIS ADJUSTMENT CONSTITUTES A PERSONNEL/SALARY RESOLUTION AMENDMENT. M347 6/82 19.E J POSITION ADJUSTMENT REQUEST No. Date: 1 1 /29/R3 Treasurer- v L Dept. No./ � '�` 4- ° L .:: Copers Department Tax Collector Budget Unit No, ooTS Pr �QQ 15 Agency No. Action Requested: Reclassify one Clerk - Experienced Level ,PE;. Pos . JWX6 15-003 to Account Clerk- I P . I . :s Proposed Effective Date: ASAP Explain why adjustment is needed: Duties assigned this position require Account Clerk knowledge and meet specifications established for the Account Clerk Series . Classification Questionnaire attached: Yes No [] Estimated cost of adjustment: $ _ 0 Cost is within department's budget: Yes No j] No change lst 6 mos . = 5% Increase 2nd 6 mos . If not within budget, use reverse side to explain how costs are to be funded. Department must initiate necessary appropriation adjustment. Use additional sheets for further explanations or comments. for Department Head Personnel Department Recommendation Date: npramhar (z, 1g81 Reallocate person and position of Clerk-Experienced Level (P.I.), position 15-038, to Account Clerk I (P.I. ), both at salary level H1 887 (1103-1341). Amend Resolution 71/17 establishing positions and resolutions allocating classes to the Basic/Exempt Salary Schedule, as described above. Effective: day following Board action. G1 Date for Director o P rsonnel County Administrator Recommendation Date: in Approve Recommendation of Director of Personnel Disapprove Recommendation of Director of Personnel C3 Other: For), County Admini ator Board of Supervisors Action DEC 131983 Adjustment APPROVED/MS P#Wfft on J.R. Olsson County Clerk 19 Date: DEC 131983 By: g — I APPROVAL OF THIS ADJUSTMENT CONSTITUTES A PERSONNEL/SALARY RESOLUTION AMENDMENT. M347 6/82 CONTRA COSTA COUNTY CLASSIFICATION QUESTIONNAIRE .ME DEPARTMENT L_ DIVISION Linda Roman Tax CollectQr23M 3 OFFICIAL JOB CLASSIFICATION WORKING JOB TITLE Place of Work and Assigned Hours Experienced Level Account Clerk Finance Building 8 to Time Required Description of Work: Balance payments from large companies - I run bills through the adding machine to balance with the checks. A good portion of the companies do not balance and I must figure out why. There Z may have been a corrected bill and t :ey submitted the original c, bill, or possibly a transposition, or maybe the machine managed to throw out a strange figure. Sometimes it is all of these r+ � things, and more, so it can be very co:rplicated.. For example : 0JL4 A company sent a large group of bills and a check, when adding ( � these bills, I found the check to be more. I began, to check 4-30 their tape against mine, they agreed. I then began checking o Rar_i • their parcel numbers on their list with those on the bills and discovered a parcel number on the list that had no corresponding zH� •cri bill. I looked up the bill and found the figure to be that which O 'd I was out of balance. I then key punch a bill for that parcel 4-) and rea&'ed to get a new tape which agreed with their check. rO ° a' 0 a' Whenever a payment is received with more than one check then I 'Jh p�g�: �. � Z ICP EQ adv the checks up to see that they agree with the payment. If :~ o a pay ,zent is more than $5 over than it must have a. rebate made, cnro -0P, P-, a, if it is moreth&7n $5 short, than we Iaust notify them to send bD'0 us a new pay , ent in the correct amount. a� •r-I �; m A Prepare for validation - I see that checks are made properly, .G � s ° dated properly, and signed. Many need to be added. Some need rr+ to be refunded, and some need to be notified that they are short a, z vX so they can be resubmitted. m Q > + •vValid,:tion - I run the simplex machine to pl_it a number on each check and corresponding; bill so that any problems which show up o s~ latter ma.v be easil%, identified and resolved. r. L= mC 0 X 0 " Photograph - I photograph the checks and bills so that they can QW 0 3 be viewed for problem. solving at a later date. H , P., to Keypunch Machine - I make new bills either .by duplication from v s the master or manually if necessary. I hand punch the headp-r � 1~ • � a� cards for all our batches that go down- to the control room to _5 o +' � be processed. m � 4-I !;j O W 00 Z Operate Viewer - I look up proble,,s using validation numbers m for the Auditors office, as well as the Tax Collectors. be x -r+ a, +) .P sx. � Public Service - I wait on the counter and answer the telephone. C) � : o If a coustomer wants to know who owns a parcel, a brief legal $.4 o -) description, the property address, mailing address,amount of taxes o, .. _ ,.m' and if they are paid, I give him all of this information. +� +> m z 'd / .Research - All correspondence has to be researched before it can o co )"be answered. I do this with the use of the microfiche film, previous correspondence, calling the Assessors Office for infor- mation, delinquent tax records and the correction runs. fling - I file master keypunch cards and maintain the file in good order. Mailing - I mail tax bills, ,information cards, and receipts, research and remail bills. Supervise and Train - I teach new and temporary help to open mail, how to spot potential problems, to run the si?:aplex machines., file masters, make duplicate bills, photograph, change film, look 'up material on the viewer and run the adding machine. AK 75 1. 9 3 .Pz. -___ L)st Machines or Equipment Operated as Part of Job: ten key ad`_ing machine, key punch, simplex, Kodak photographer, rolltech, mi r•rnfi rh , and vi .wer _ Desionale the name and title of the person who supervises position Nancy Webster, Supervising Account Clerk I.i::t Ilii- name:: of employees supervised. If a whole unit is supervised limply name the unit and state tie number of employees. Temporary help during the tax- seasons. If public contacts are required either in person or by phone, state with whom,and in general, for what purposes: 1 wait on the counter and answer the telephone. I have had to contact some of the larger companies to ast> for more information or additional money when- ever necessary. I contact the title companies for more information, or adr3itinnal mnnpy- What decisions must be made in performing the work: I must decide what the priorties are in the beck room, such as opening the mail, pulling bills, photographing the checks so they can get to the bank on time, I have to see that all of these things are covered all the tine . What parts of the job require the greatest skill, knowledge,and involve the greatest responsibility balancing payments for the larger companies They often make many errors of various kinds. This can become very complex, and I sometimes feel I must read their minds to deterTnine what they have done and what/they mean to do. The above :aatenients accurute.ly de:eribe Thin job an it has en for the past and ear:: Month:; (Si gnalure _� Qy" ( Dale) � _. COMMENTS OF IMMEDIATE SUPERVISOR in what way are the above statements incomplete, inaccurate or misleading The duties detailed in the questionnaire are correct . Linda ' s duities , certainly require account clerk knowledge and meet specifications required for the account clerk series . What is the baric purpose or function of this position ? - Participation in all functions leading to and including the balancing of payments for processing to EDP and bank deposit . What change:: have occurred in the work of this position It A general shift of additional responsibility due to our staff reduction on a seasonal basis . What poit:: of Ihi:: ink)do you chock or review clonely and why ? . The level of experience Linda has with regard to the function of her position eliminates the need forcloselychecking her work . An evaluation of her overall work performance is made periodically . If the position requires typing or shorthand, are they incidental or essential It Typing: Incidental Time Required:l n t e r m it tent Shorthand: Time Required State what you believe to be the special certificates and minimum amounts of training and experience required to perform this job: Required education: Equivalent to high school graduate Required experience: Minimal experience in record keep i nq Required license o[.41rertificate (Signature) l-' Ga/fl� (Date) ��'2c� �� J• COMMENTS OF DEPARTMENT HEAD Comment on the statement of the employee and supervisor. Designate any other positions in the department which you believe are similar in duties and responsibilities. (Signature) / "�„s%' U3.tA�lf (Date) i-7 /