HomeMy WebLinkAboutMINUTES - 01191988 - 1.29 POSITION ADJUSTMENT REQUEST No. �d
Date: 11/10/87
De artmentCommunity Development Dept. No./ 0357 0357 Copers 20
p P Budget Unit No., Org. No- Agency No. _
Action Requested•Upgrade classification and position #20-40 to Accounting Technician(JD7A)
from Account Clprk- Advanced Level (Deep Class-JDVC) .
Proposed Effective Date: ASAP
Explain why adjustment is needed:The level of responsibility and work complexity at the
Work Rtation haS inc ed to an advanced level usually listed w> >-n the- Account
T
fie- ntT chnician Class. The incumbent has taken the Accounting lechnician Exam an
d 19
currently on the list.
Classification Questionnaire attached: Yes No ❑
Estimated cost of adjustment: $ UAlk annually
Cost is within department's budget: Yes.Q No ❑
If not within budget, use reverse side to explain how costs are to be fun ed.
Department must initiate necessary appropriation adjustment.
Use additional sheets for further explanations or comments. `
for Department Head
Personnel Department Recommendation 1/7/88
Date:
Reclassify person and position of Account Clerk-Advanced Level (JDTD) position
#20-040 to Accounting Technician (JD7A) at salary level C5-1449 ($1934-23 ) .
C)
C.
N
0
d ,
Amend Resolution 71/17 establishing positions and resolutions allocating class t4he"
Basic/Exempt Salary Schedule, as described above.
Effective: day following Board action.
January 1, 1988
Datefor Director o rsonn
County Administrator Recommendation
Date:
pprove Recommendation of Director of Personnel
Disapprove Recommendation of Director of Personnel
Other:
44or County Adm istrator
Board of Supervisors Action JAN 19 1988 Phil Batchelor, Clerk of the Board of
Adjustment APPROVED on Supervis rs a d County Administrator
Date: JAN 19 1988 By:
APPROVAL OF THIS ADJUSTMENT CONSTITUTES A PERSONNEL/SALARY RESOLUTION AMENDMENT.
WIA-" 9109
ContraPersonnel Department
Costa Administration Bldg.
County
rnty Ma Pine Street
lV' 1.11 I Martinez, California 94553-1292
December 28, 1987
TO: Classification Files
FROM: Shelley Pighin, Personnel Analyst
RE: P-300 #14505 - Request to reclassify Account Clerk III to
Accounting Technician. (G. Bassi )
BACKGROUND:
P-300 #14505 was submitted November 11, 1987 by the Community Development
Department requesting the reclassification of Account Clerk III position #20-40
to Accounting Technician.
I met individually with Gemma Bassi and her immediate supervisor, Ron
deVincenzi , Administrative Services Officer to discuss the duties and
responsibilities of her position as outlined in the attached classification
questionnaire. My audit confirms that the duties performed are as described in
the questionnaire and the additional details provided here are only meant to
supplement the given information.
Gemma is currently number 1 on the continuous Accounting Technician eligible
list and therefore certifiable to the department.
FINDINGS:
Position #20-40 was created at the Account Clerk III level when the Community
Development Department was established approximately 2 years ago. Since that
time the departments' personnel has increased by 40%, work authorizations have
increased across 19 budget units from the original 3, and the department has
assumed (from the . Public Work's Department) responsibility for 10 county
service area contracts. In addition, the contracts with the State and private
consultants for the building and redevelopment projects throughout the county
have grown drastically. The position that Gemma Bassi occupies also has
changed with this growth. She is still the only accounting personnel in the
department and is now responsible for a wider range of duties that when the
department was created.
ALLOCATION FACTORS:
A. COMPLEXITY
Gemma is responsible for maintenance on all contract files, service area and
private consultants. She monitors cash disbursements (advances and accounts
payable) and verifies allowable expenditures. This position functions as a
control point to ensure that contract requirements are met (payments schedules,
insurance requirements etc. ) and that State guidelines/regulations for bond
programs are followed. Incumbent is expected to advise service areas and
Administrative Service Officer on budgeting/contract problems and recommend
appropriate adjustments.
B. KNOWLEDGE
To perform these tasks Gemma has acquired an overall knowledge of departmental
functions as well as special knowledge related to State and private contractual
agreements.
The budget work performed for departmental administration includes compilation
of expenses to date and projections for remaining year, including holds and
encumbrances on contracts. For the Service Areas, Gemma advises on .budget
structure, provides training on process and makes necessary adjustments to
their budgets when appropriate. Gemma has been instrumental in developing an
automated : tracking system for budget/contract expenses and has a thorough
knowledge of both the program and regular accounting systems as they relate to
the Community Development Department.
C. INDEPENDENCE/JUDGEMENT
Gemma works independent of supervision due to the specialized nature of her
assignment. There is no desk manual in existence and all aide materials have
been compiled by her. Gemma is given a great amount of latitude to resolve
problems and only relies on ASO/Planners for new policy direction.
Additionally, the consequence of error is significant due to position being the
control point for large sums of money.
D. HUMAN RELATIONS
There is a significant amount of person-to-person contact in this position as
Gemma is the contact for all Service Area personnel , State and county persons
and private contractors. Gemma is responsible not only for disseminating the
details of contracts and agreements, but is involved in the training of new
Service Area personnel .
CONCLUSION AND RECOMMENDATION:
Based upon the independence of action, judgement and knowledge required to
perform assigned duties, staff finds justification to reclassify position from
Account Clerk III to Accounting Technician. This action will be effective
January 1, 1988 and has the approval of the County Administrator's Office for
the January 19th agenda.
t