HomeMy WebLinkAboutMINUTES - 04151986 - 1.14 1-014
POSITION ADJUSTMENT REQUEST No. /3 `7 I
Date: 2/6/86
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'Dek.� No./ Copers.
Department Auditor-Controller BjJnlr No. 010 Org. No. 1010 Agency No.
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Action, Requested: Conduct study of Account Clerk-Advanced Level Position #10-07 to determine i
if the duties are Accounting lechnician IM1 .
Proposed Effective Date: ASAP
Explain why adjustment is needed: To insure proper classification of level of duties
being performed.
Classification Questionnaire attached: Yes []X No
Estimated cost of adjustment: $ 645.00
Cost is within department's budget: Yes ® No ❑
If not within budget, use reverse side to explain how costs are to be fun d.
Department must initiate necessary appropriation adjustment. .
Use additional sheets for further explanations or comments.
f ory Department/Head
Personnel Department Recommendation
Date: April 3, 1986
Reclassify person and position of Account Clerk Advanced Level (Deep Class) (JDTD)
position #10-00007, Elizabeth Shem, at slalary level C5-1244 ($1576-1916) to
. Accounting Technician (JD7A) at sdl.ary level C5-1336 ($1728-2100).
Amend Resolution 71/17 establishing positions and resolutions allocating classes to the
Basic/Exempt Salary Schedule, as described above.
Effective: day following Board action.
D
Date for Director rsonnel
CountyAdmi istrator Recommendation
Date: (�
Approve Recommendation of Director of Personnel
0 Disapprove Recommendation of Director of Personnel
E3 Other:
r Count Administrator
Board of Supervisors Action APR 15 1986 Phil Batchelor, Cler"f the Board of_-
Adjustment APPROVED/ on Supervisors and County Administrator
Date: PPR 151986 By:
APPROVAL OF THIS ADJUSTMENT CONSTITUTES A PERSONNEL/SALARY RESOLUTION AMENDMENT.
M347 6/82
l Contra Personnel Department
Costa Administration Bldg.
651 Pine Street
County Martifie., California 94553-1292
DATE: March 28, 1986
TO: Classification Files
FROM: Shelley Pighin, Personnel Analyst
SUBJECT: P-300 #13871 - Request to Reclassify Account Clerk III to
Accounting Technician (E. Shem).
BACKGROUND:
P-300 #13871 was submitted February 21, 1986 by the Auditor-Controller's
Department requesting the reclassification of Account Clerk III position
#10-00007 to Accounting Technician.
Staff met individually with the incumbent of subject position and her immediate
supervisor, Betty Dreyer, Accountant I, to discuss the duties and responsibilities
as outlined in the classification questionnaire.
The incumbent of subject position is currently number 4 on the continuous Accounting
Technician eligible list and certifiable to the department.
FINDINGS:
Subject position is assigned to the Grants/Claims Section of the Accounting
Division in the Auditor-Controller's Department and together with her immediate
supervisor comprise the entire section. They both report to Robert Mc Clelland,
Supervising Accountant II, for technical and policy direction as necessary.
Staff's audit indicates that the classification questionnaire accurately describes
the duties and responsibilities of the position. The following information is
submitted to provide additional information clarifying and supporting the study.
ALLOCATION FACTORS:
A. Complexity
Subject position is responsible for the pre-audit service performed for 10
of the Community Service and Headstart agencies that receive Federal and State
funds. Incumbent must monitor the cash disbursements (advances, accounts
payable and payroll ) for each of these agencies. This includes reviewing and
interpreting contracts and agreements; and verifying allowable expenditures.
This position functions as a control point to ensure that all disbursements are
in accordance with applicable Federal/State guidelines and regulations. In-
cumbent is expected to advise agencies on budgeting problems and recommend
appropriate adjustment.
B. Knowledge (Accounting Principles)
The work performed by subject position involves a wide range of accounting
related functions necessary to process, record and control expenditures
for each agencies' activities. This requires a thorough knowledge of the
Auditors program accounting system. Program accounting is very indpeth and
requires much detail (e.g. coding, posting, reconciliation) as opposed to
line accounting. Incumbnet has performed the duties as outlined in the
questionnaire for 112 months.
C. Independence/Judgement
Subject position works independent of direct supervision due to the specialized
nature of assignment. There is no desk manual in existence and all aide
material has been compiled by incumbent, consisting mainly of Federal and State
program manuals. Incumbent is given a great amount of latitude to resolve
problems and only relies on Supervisors for new policy direction. Additionally,
the consequence of error is significant due to subject position being the
control point for large sums of dollars.
D. People Relations
Subject position is involved with various significant person-to-person contact in
that the incumbent is the contact point for all the Community Service and Health
Service Agencies, the Community Service Department personnel as well as Federal
ad State personnel . As new agencies are contracted incumbent is expected to in-
terpret Federal/State program expenditure guidelines and assist with on-going
budget maintenance.
CONCLUSION AND RECOMMENDATION:
Based upon the independence of action, judgement, and knowledge of accounting
principles required to perfrom assigned duties, staff finds justification for
reclassification from Account Clerk III to Accounting Technician. This action
has been approved by the County Administrator's Office.
CAN_
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