HomeMy WebLinkAboutRESOLUTIONS - 01011998 - 1998-300 In the Matter of Establishing Career )
Series for Retirement Accounting ) Resolution No: 98/ 300
Specialist and Retirement Counselor )
in the Contra Costa County Retirement )
Board
The Retirement Administrator has proposed a revision to the existing classification and
compensation structure for certain positions of the Retirement Board engaged in accounting and
counseling activities; AND,
The County Administrator and the Human Resources Director have indicated that the new
classification and compensation structure being proposed is not consistent with the structure in
place for similar occupations found in County Departments and may present an unavoidable
difference in pay and job dimensions with such classes; AND,
The Board of Supervisors has considered the proposed revisions requested by the Administrator
of the Retirement Board; AND,
NOW THERFORE:
The Contra Costa County Board of Supervisors in its capacity as governing Board of the County
of Contra Costa, and all districts of which it is the ex-officio governing Board,
RESOLVES THAT:
1. Effective June 1, 1998, the following classes are established and allocated to schedules and
levels as indicated below:
Retirement Counselor I (JWHH) XC 1776 ($2551 - $3258)
Retirement Counselor II (JWH I) XB 1870 ($2806 - $3581)
Retirement Counselor III (JWHJ) C5 1909 ($3064 - $3724)
Retirement Accounting Specialist I (JDWC) XC 1776 ($2551 - 3258)
Retirement Accounting Specialist II (JDVD) XB 1870 ($2806 - 3581)
Retirement Accounting Specialist III (JDTE) C5 1909 ($3064 - 3724)
2. At 8:00 a.m. on June 1, 1998, Andrea Bates will receive a merit step increase in the
classification of Account Clerk-Advance Level. At 8:01 the position and incumbent is
reallocated from the class of Account Clerk-Advance Level to Retirement Accounting
Specialist II.
3. The position of Yolanda Sarile is transitioned from the class of Retirement Services
Counselor-Project to Retirement Counselor I.
4. At 8:00 a.m. on June 1, 1998, Tracy Lucero will receive a merit step increase in the
classification of Retirement Services Counselor-Project. At 8:O1.a.m. the position of Tracy
Lucero is transitioned from the class of Retirement Services Counselor-Project to Retirement
Counselor 1.
5. Effective June 1, 1998, the classes of Retirement Services Counselor-Project (JWHI) and
Retirement Services Counselor (JWHE) are abandoned.
740
6. Effective June 1, 1998, the following positions and incumbents are reallocated from their
current class and pay step to the classes noted as follows:
Pos. Current New
Employee N m er Class/Sten Class/Sten
Kutrowski, Bozena 49-00018 Acct. Clerk-Exp. (4) Retirement Acctg. Spec I (2)
Bates, Andrea 49-00020 Acct. Clerk-Adv. (6) Retirement Acctg. Spec H (3)
Graves, Sharon 49-00019 Acct. Clerk-Adv. (5) Retirement Acctg. Spec III (1)
Wayne, Gary 49-00007 Acct. Clerk-Adv. (7) Retirement Acctg. Spec H (3)
Mendoza, Nannette 49-00015 Acct. Clerk-Adv. (7) Retirement Acctg. Spec III (2)
Ramser, Sandra 49-00003 Ret Svcs Counsl (5) Retirement Counselor II (5)
Foster, Kathleen 49-00009 Ret Svcs Counsl (5) Retirement Counselor II (6)
Davis, Jerri 49-00017 Ret Svcs Counsl (4) Retirement Counselor I (7)
Smolka,Regina 49-00011 Ret Svcs Counsl (3) Retirement Counselor I (5)
Barron, Lori 49-00006 Ret Svcs Counsl (5) Retirement Counselor II (5)
Sarile, Yolanda# 49-00023 Ret Svcs Counl-Proj (2) Retirement Counselor I (4)
Lucero, Tracy # 49-00021 Ret Svcs Counl-Proj (2) Retirement Counselor I (4)
7. The provisions of the County Salary Regulations and Personnel Management Regulations
notwithstanding, all classes in this resolution shall have their existing anniversary dates and
existing class seniority dates unchanged.
8. The Retirement Accounting Specialist and Retirement Counselor job series are flexibly staffed
and positions may be filled at any level. Promotion from one level to the next in either series
by an incumbent shall be in accordance with applicable sections of the Personnel Management
Regulations and the County Salary Resolution. The Retirement Board may. promulgate a
Career Path Policy and Procedure that identifies those skills, abilities, achievements,
educational requirements and other competencies required for advancement.
# Transition from Project per Personnel Management Regulations Section 1603
1 hereby certify that the foregoing is a true and correct copy of
an action taken and entered on the minutes of the Board of
Supervisors on the to shown. (�
Phil BatchpVClerk of the Bond of
Supervisor and County�Administrator
4zli�i�
JI
June L.McHuen,Deputy Clerk
70
TO: BOARD OF SUPERVISORS
Contra
FROM. Pat Wlegert, Administrator of Retirement Office f St
y
County
DATE: r.
May 20, 1995
SUBJECT: Establishing Career Series for Retirement
Accounting Specialist and Retirement Counselor in the Retirement Office
SPECIFIC REOUEST(S)OR RECOMMENDATION(S)&BACKGROUND AND JUSTIFICATION
RECOMMENDATION
Adopt resolution to establish classes in Retirement and allocate such classes to the salary schedule;
and reallocate certain existing positions in Retirement to the new classes and placement on the
salary schedule.
BACKGROUND
The Retirement Office is organized into three divisions: Benefits, Accounting and Office Services.
Positions allocated to the Benefits and Accounting Divisions have been a mixture of entry level
clerical, account clerk, and retirement counselor classifications.
In 1996, the board of Retirement determined that:
• Career advancement within the Office was hampered with the mix of position classifications.
• Recruitment of vacant positions was often delayed due to the specific needs of the Retirement
Office.
• The criteria used to determine whether an employee was qualified for a more responsible, higher
paying classification were not clearly identified, thereby inviting loss of objectivity.
Accordingly, the Board asked the County's human Resources Department to conduct a study, the
objectives of which were to:
• Review the organizational structure to insure effectiveness;
• Clarify position responsibility;
• Create a career ladder to provide internal promotion opportunity;
• Create class descriptions for each position and
• Conduct a salary survey on benchmarked positions to insure internal equity and external salary
competitiveness.
The study, which began in February of 1997, was conducted at the Retirement Office's expense by
an outside consulting firm under Human Resources' direction. ,
CONTINUED ON ATTACHMENTS YES SIGNATURE:
..G;_( RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
APPROVE OTHER
SIGNAT R
ACTION OF BOARD ON- JUNE 91 1998 APPROVED AS RECOMMENDED X OTHER
VOTE OF SUPERVISORS
I HEREBY CERTIFY THAT THIS IS A TRUE
UNANIMOUS(ABSENT- AND CORRECT COPY OF AN ACTION TAKEN
AYES: NOES: AND ENTERED ON THE MINUTES OF THE BOARD
ABSENT: ABSTAIN: OF SUPERVISORS N THE DATE SHOWN.
cc: County Administrator ATTESTED
IuCnail Resources 44&�Z?
IL BATCHELOR,CLERK OF THE BOARD OF
Retirement Office SUPERVISORS AND COUNTY ADMINISTRATOR
Auditor-Controller
M382 (10/88) B .DEPUTY