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Home My WebLink AboutMINUTES - 01141986 - 1.25 POSITION ADJUSTMENT REQUEST No. Date: 11/6/85 Dept. No./ Copers. Department Auditor-Controller Budget Unit No ] 4 u^��,-�-]�w-f4WF 1015 Agency No. Action Requested: Reclassify Account Clerk-Advanced Level Position #10-26 to Accounting Technician. Proposed Effective Date: 12/2/85 Explain why adjustment is needed: To align classification with level of duties being performed. Classification Questionnaire attached: Yes ® No (� Estimated cost of adjustment: $ 1 ,490 Cost is within department's budget: Yes El No If not within budget, use reverse side to explain how costs are to be fu Department must initiate necessary appropriation adjustment. Use additional sheets for further explanations or comments. for Oe men ad Personnel Department Recommendation Date: January 2, 1986 Reclassify Account Clerk-Advanced Level Position #10-26 to Accounting Technician Amend Resolution 71/17 establishing positions and resolutions allocating classes to the Basic/Exempt Salary Schedule, as described above. Effective: X0 day following Board action. Ll _"L J" J Date or Director Pe sonnel CountyAd inistrator Recommendation Date: j 1.30L Approve Recommendation of Director of Personnel o Disapprove Recommendation of Director of Personnel 0 Other: Tfor j ounty Administrator Board of Supervisors Action JAN 14 1986 Phil Batchelor, Clerk of the Board of Adjustment APPROVEDA49A104WOVED on Supervisors and County Administrator JAN 141986 Date: By: d � APPROVAL OF THIS ADJUSTMENT CONSTITUTES A PERSONNEL/SALARY RESOLUTION AMENDMENT. M347 6/82 1 11 List Machines or Equipment Operated as Part of Job: IBM Selectric Typewriter, Calculator, copier, microfiche reader and printer, microfilm reader and printer, computer terminal, IBM Personal Computer. Designate the name and title of the person who supervises position John A. Aylard, Chief, Auditing Division List the names of employees supervised. If a whole unit is supervised simp y name the unit and state t e number of employees, If public contacts are required either in person or by phone, stale with whom,and in general, for what purposes: We get a lot of calls from the public looking for other divisions of the department, so must evaluate and direct. Also answer questions regarding the confirmation letters that we send out. Personal contact with people from other county departments while doing the audits. What decisions must be made in performing the work: .� Work priorities. Need to know what information is confidential and not to be given out. Need to know when to ask for supervision. What parts of the job require the greatest skill, knowledge, and involve the greatest responsibility: Most aspects of my job require skill, knowledge and great responsibility. I must have skill in reconciling complex statements, and bookkeeping practices. Knowledge of auditing and accounting procedures. Great responsibility in accuracy with figures, efficiency and integrity. The above statements accurately describe this job as it has been for the past two and eleven ears Months (Signoture) n/L��{ ✓ q'fAO- i-'"y,- ( Date) 5-`0-:5 COMMENTS OF IMMEDIATE SUPERVISOR In what way are the above statements incomplete, inaccuratepr misleadin S -cue .6�a�: � g �iC�,y� What is the basic purpose or function of this position ? d4a 4L What changes have occurred in the work of this position ? What parts of this job do you check or review closely and why ? If the position requires typing orshorthand 46'ft-a- J arretthheyincidental or essential ? Typing:AA I Time Required: > L.J Shorthand: /// "�" Time Required: State what you believe to be the special certificates and minimum amounts of training and experience required to/7perform �this job: Required education: Ck ` , _A y-'•�"`�' �CN`^`yam �.�`[ `�T/wY"" �''"�_"� :" ` (1 U O ��/�/``````````,,',',,, / ,.,1 Required experience: `�C �� ""'""'" Ce-R-.�.. Required license c rti ate: �j �111A LSignature) (Date) / 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) (Date) CONTRA COSTA COUNTY CLASSIFICATION QUESTIONNAIRE Marsha A. Brown Auditor-Controller Audit Division NAME DEPARTMENT DIVISION Account Clerk III Auditing Assistant Finance Bldg. , 8-4:30 OFFICIAL JOB CLASSIFICATION WORKING JOB TITLE Place of Work and Assigned Hours Time Required Description of Work: 90% I. Paraprofessional Assistance I assist staff Auditors with audits of special districts and agencies as well as County departments and operations. I prepare audit working paper schedules and enter data from prior workpapers and from current tests and records including: Foot and crossfoot account balances. Gather data, trace and verify. Review forged warrant information for the Treasurer audit from Welfare accounting. Reconcile monthly collection reports from county departments with Auditor/ Controller records. Figure in-transit amounts and reconciling items so as to balance the departments figures with the Auditor/Controller figures. Reconcile Trust Funds. Reconcile departments trust funds to the Auditor/Controller financial report. I perform tests of various accounting and related records to determine their accuracy and compliance with administrative and statutory requirements. Specific tests include: Payroll test. Verify individual absence cards with department and county records. Reconcile bank statements. Receipt test. Compare receipts with amounts actually received and deposited and then posted to Journals. Count and verify cash amounts. Review traffic/criminal dockets to verify its completeness and verify proper bail amounts. I observe, question and test procedures to determine if proper internal controls are being followed. I must be aware of various accounting procedures and internal controls to ensure compliance (e.g. whether all employees have access to safekeeping facilities, monies left unattended, whether receipt is made at the time the money is actually received, etc.) . These observations are helpful to the staff Auditors to determine the extent of testing needed or if conditions require changes. I obtain information by asking questions regarding the internal controls that are used within a department or office. To test procedures, I check the accuracy or validity of transactions. My work must be arranged and documented so that the steps or procedures taken by me support the report comments and can be followed and understood by the staff Auditors or any outside auditors. My work is done both in the office and in the field. After receiving instructions, I have worked alone on audits in the following offices: 20 branches of the County Library Probation/Juvenile Hall/Byron Boys Ranch Sheriff's Department Community Development Department Tax Collector's Office County Retirement Department Health Department Municipal Courts Clerk's Office Animal Services Department East County Police Departments for the Court audits I have completed limited scope audits of two municipal courts with limited supervision. This included the following tasks: Count and vorify cash; Reconcile bank statements; Review dockets; Receipt and Voided Receipt tests; Bad check test; Foot and crossfoot AK 75 the Cash Receipts Journal; Review the bail bond register. f V CLASSIFICATION QUESTIONNAIRE Page 2 Time Required Description 10% II. Clerical Support Type correspondence and reports Type confirmation letters from information on audit workpapers. Answer phones and direct outside calls. I also help to answer question raised by the confirmation letters. Make copies of documents. Maintain control of confidential audit files.