Loading...
HomeMy WebLinkAboutMINUTES - 06101997 - C34 ,y POSITION ADJUSTMENT .REQUEST NO. - 'y Department No./.." CODATDERS Department Budget Unit-No.'-0540 -Org No.6545 Agency No. 54 Action Requested Establish the class o--Health Servicea S Projects Actin ni trator zalary C5-2152 3906-4748 • add one 40AD position ,in the new-class; reclassify incumbent AbusOMental Health Division Addxdstrator ropose ective ate: %D �R.Proctor to the new class. Classification Questionnaire attached: Yes ft No 03� Cost is within Department's budget: YesX1 No ❑ tv 'r• Total One-Time Costs (non-salary) associated with request: $ -0- a' Estimated total cost adjustment (salary/benefits/one time: Total -annual cost 4<5,352.00> Net County Cost I =0-• -_$_ Total this FY $_<4,014.00> N.C.C. -this FY SOURCE -OF FUNDING TO OFFSET ADJUSTMENT This personnel action will reikice zs `? Department must iMtfete mmeeary acouwnem and submtt to CAO. Use addhlonal sheat for furttw explanaftm or oomrmnts. AUL KUHIKEL, Pers Svcs Asst K2 or Department ea __________________________ REVIEWED BY CAO AND RELEASED TO HUMAN RESOURCES DEPA ENT epu y ou y Administrator Date HUMAN RESOURCES DEPARTMENT RECOMMENDATION DATE Establish the class of Health Services Special Projects Administrator, Salary Level C5 2199 (,$40'94-4976) ; add one 40/40 position; reclasscohol/Drug Abuse/Mental Health Division Administrator #54--1292, Salary Level C5 2272 ($4404-5353) to the new class and abandon the class of Alcohol/Drug Abuse/Mental Health Division Administrator. Amend Resakd1oon 71/17 eetabUshing poddone and rssolub"alloc ang losses to the Bado/Boempt salary admdule deemlbed ab". Effective: ❑ Da following Board Action. e- (Date) r Di"ct6r of Human Resources COUNTY ADMINISTRATOR RECOMMENDATION DATE:- 6»5 Approve Recommendation of Director of Human Resources �T Disapprove Recommendation of Director of Human Resources ❑ Other: or ou?y Administrator-, BOARD OF--SUPERVISORS TION: Phil Batchelor Clerk of, the `Board.,of Supervisors Adjustment :APPROVED DISAPPROVED-❑ y Administrator - DATE 4 dIJN`1 0 1997 BYt a . hAPPROVAt OF THIS ADJUSTMENT CONSTITUTES A'PERSO _NEL/SALARY RESOLUTION AMENDMENT -=-------------�___________-------- -----------_ --__=---- -- POSITION ADJUSTMENT ACTION .TO BE COMPLETED BY HUMAN RESOURCES DEAARTMENT FOLLOWING ;BOARD ACTION Adjust.-class(es)/positon(s)'-as_.fol3.owS' ;tf- :;P300\M7)Rev 511M - HEALTH SERVICES DEPARTMENT JUNE 10, 1997 AGENDA P300 #17R Establish the class of Health Services Special Projects Administrator at salary level C5-2199 ($4094-4976); reclassify person (R. Proctor) and position of Alcohol/Drug Abuse/Mental Health Division Administrator at salary level C5-2272 ($4404-5353) to the new classification; and abandon the class of Alcohol/Drug Abuse/Mental Health Division Administrator • The old class was created in 1987 when Mental Health, Alcohol and Drug Abuse Programs were all in one division in the Health Services Department • Subsequently these functions were separated into two divisions and subject employee was transferred to the Finance Division. • In the last three years subject employee has performed a variety of assignments including conducting operational and policy studies for departmental divisions and programs and providing consultation and assistance to management staff on fiscal, organizational, contract and administrative matters. • Staff reviewed the duties being performed and determined that they were appropriate for a new classification of Health Services Special Projects Officer. • The salary for this new class was set the same as for Health Services Accountant as staff determined that the level of responsibility was similar. • As this a lower salary than currently being earned by subject employee, this action will result in Mr. Proctor's salary being "Y" rated. • This is a management position, so no employee organization was contacted. Submitted � LL Jim Mil r, ersonnel Analyst date Approv - By: f Larry Fu azi' Pers nne e�ces Supervisor date/ S L Health Services Department -= Personnel Services f` --_',• r OFFICE OF THE DIRECTOR Administrative Offices O,, �i,11 T - s _ ; 597 Center Avenue,Suite 260 Martinez,California 94553-2658 (510)313-6600 �C TO: Larry Fugazi Personnel Services Supervisor FROM: Paul Kunkel 9k.- Personnel Services Analyst DATE: October 1, 1996 SUBJECT: Revision of P-300 No. 17053 When I drafted P-300 No. 17053 , I mistakenly asked for the addition of a position in the proposed class of Health Services Special Projects Administrator and the reclassification without exam of Robert Proctor to the new class. It is not our intention to both create a vacant position in this class and reclass Mr. Proctor, so please disregard that portion of our request which asks for the addition of a 40/40 position. The action requested should be revised to read as follows: Establish the class of Health Services Special Projects Administrator at salary level C5-2152 ($3906-4748) , and reclassify incumbent Alcohol/Drug Abuse/Mental Health Division Administrator (R. Proctor) to the new class. Please contact me if you have any questions regarding this personnel action. PK cc: Sara Hoffman Jim Miller A410 (12/90) Health ervices Department Personnel Services •- l` OFFICE OF THE DIRECTOR ' — - 1�7 Administrative Offices f, 14 597 Center Avenue,Suite 260 . y•. .. �� Martinez.California 94553-2658 .p '0 (510)313-6600 STA-COU14 TO: Sara Hoffman Senior Deputy County Administrator FROM: Paul Kunkel - Personnel Services Analyst DATE: September 16, 1996 SUBJECT: P-300 to Establish the Class of Health Services Special Projects Administrator, Add One Full-Time Position, and Reclassify Incumbent A/DA/MH Division Administrator to the New Class -----------------------------------------7--------------------------------------------------------------- The attached P-300 requests the establishment of the class of Health Services Special Projects Administrator at salary level C5-2152 ($3,906-4,748), the addition of one 40/40 position in the new class, and the reclassification of incumbent Alcohol/Drug Abuse/Mental Health (A/DA/N" Division Administrator (Robert Proctor) to the new class. This personnel action is necessary to appropriately classify Mr. Proctor who has effectively been working out of class since the Substance Abuse and Mental Health Divisions split and he was reassigned to the Health Services Finance Division. The A/DA/MH Division Administrator class was created in 1987 to advise the A/DA/MI-i Division Director on administrative, budgetary and personnel matters in that division. When the class was created, Mr. Proctor was working in this capacity as a Health Services Administrator - Level "C" and transferred to the new class. Subsequently, the substance abuse and mental health services components of the division split and Mr. Proctor was reassigned to the Finance Division. Since his reassignment to the Finance Division, Mr. Proctor has performed a wide variety of duties including conducting operational and policy studies for departmental divisions and programs, and providing consultation and assistance to management staff on fiscal, organizational, contract and administrative matters. Additional detail regarding the responsibilities assigned to Mr. Proctor may be found in the attached draft job description for the class and the classification questionnaire completed by Mr. Proctor. A410 (12190) Sara Hoffman Senior Deputy County Administrator September 16, 1996 Page Two We are asking that the salary for this class be set equivalent to the class of Health Services Accountant ($3,906-4,748). The incumbents of this class are also assigned to the Health Services Finance Division and it is our opinion that they function at a level closely approximating Mr. Proctor's so compensation should be equivalent. Since Mr. Proctor is paid at a higher rate in his current class ($5,194/month), it will be necessary to freeze his salary in place("Y" Rate)until the salary of the new class reaches this level. If you have any questions regarding this matter, please contact me at 313-6615. PK attachments cc: Pat Godley Larry Fugazi Jim Miller S L Health Services Department Personnel Services •;' l` -� OFFICE OF THE DIRECTOR Administrative Offices M. 597 Center Avenue,Suite 260 xj• 1 Martinez,California 94553-2658 +x' 04 (510)313-6600 'q cou RECD. ! 7ED TO: /Sara Hoffman S E P 9 Senior Deputy County Administrator --------------- FROM: Paul Kunkel . Personnel Services Analyst DATE: September 16, 1996 SUBJECT: P-300 to Establish the Class of Health Services Special Projects Administrator, Add One Full-Time Position, and Reclassify Incumbent A/DA/MH Division Administrator to the New Class -------------------------------------------------------------------=------------------------------------- The attached P-300 requests the establishment of the class of Health Services Special Projects Administrator at salary level C5-2152 ($3,906-4,748), the addition of one 40/40 position in the new class, and the reclassification of incumbent Alcohol/Drug Abuse/Mental Health (A/DA/N" Division Administrator (Robert Proctor) to the new class. This personnel action is necessary to appropriately classify Mr. Proctor who has effectively been working out of class since the Substance Abuse and Mental Health Divisions split and he was reassigned to the Health Services Finance Division. The A/DA/MH Division Administrator class was created in 1987 to advise the A/DA/MH Division Director on administrative, budgetary and personnel matters in that division. When the class was created, Mr. Proctor was working in this capacity as a Health Services Administrator - Level "C" and transferred to the new class. Subsequently, the substance abuse and mental health services components of the division split and Mr. Proctor was reassigned to the Finance Division. Since his reassignment to the Finance Division, Mr. Proctor has performed a wide variety of duties including conducting operational and policy studies for departmental divisions and programs, and providing consultation and assistance to management staff on fiscal, organizational, contract and administrative matters. Additional detail regarding the responsibilities assigned to Mr. Proctor may be found in the attached draft job description for the class and the classification questionnaire completed by Mr. Proctor. A410 (12/90) Sara Hoffman Senior Deputy County Administrator September 16, 1996 Page Two We are asking that the salary for this class be set equivalent to the class of Health Services Accountant ($3,906-4,748). The incumbents of this class are also assigned to the Health Services Finance Division and it is our opinion that they function at a level closely approximating Mr. Proctor's so compensation should be equivalent. Since Mr. Proctor is paid at a higher rate in his current class ($5,194/month), it will be necessary to freeze his salary in place("Y" Rate) until the salary of the new class reaches this level. If you have any questions regarding this matter, please contact me at 313-6615. PK attachments cc: Pat Godley Larry Fugazi Jim Miller Health Services Special Projects Administrator Definition Under general direction, carries out a variety of administrative assignments delegated by the Health Services Department's Chief Financial Officer; conducts operational and policy studies of Health Services Department divisions and programs; develops alternative implementation strategies for the acheivement of operational goals; and performs related work as required. Distinguishing Characteristics& This single position class is distinguished from other health services administrative positions by its responsibility for providing consultation and guidance to a variety of health services divisions and programs on a wide variety of fiscal, operational and administrative matters. It is distinguished from the Public Health Division Administrator and the Mental Health Division Administrator classifications in that incumbents of the latter classes have responsibility for overall administrative, budgetary and personnel matters within their own respective divisions. The wide range and scope of the Health Services Finance Division Administrator's responsibilities are a consequence of this position's assignment within the Health Services Department's central finance unit and the incumbent's direct reporting relationship to the Chief Financial Officer who is responsible for overall fiscal management in the Health Services Department. Management Responsibilities: * Provides consultation and assistance to management staff in the operating divisions regarding a variety of fiscal, organizational, contract and administrative matters; * Reviews federal and state grant guidelines and requirements and assists departments in the development of grant applications; * Develops service provider contracts for a variety of health services programs; * Conducts special studies of a variety of financial and operational matters in the Health Services Department; develops findings, conclusions and alternative recommendations; * Prepares surveys and questionnaires for assessing organizational and operational practices in other agencies; summarizes,tabulates and evaluates data; * Analyzes various department/division functions and develops policies and procedures which improve and codify operations; * Reviews and analyzes requests from operating divisions regarding the acquisition of office space taking into consideration such factors as the need for additional space, existing office space availability and the adequacy of funding; prepares office space layouts; * Coordinates office space acquisitions, moves and remodelling with Architectural Services, Lease Management and Telecommunications staff in the General Services Department; * Assists operating divisions and the Information Systems Division to develop conceptual designs, specifications, financing and data management requirements for computer systems; * Develops Request for Information(RFI) and Request for Proposal (RFP) documents; prepares RFI/RFP mailing lists; solicits bids for services;formulates criteria for the evaluation of bidders and assists in the selection of contractors; * Prepares a variety of correspondence and reports. Minimum Qualifications: Lice: Valid California Motor Vehicle Operator's License. Education: Possession of a baccalaureate degree from an accredited college or university with a major in business administration, public administration, health services administration, or a closely related field. Experience- Three years of full-time or its equivalent administrative staff experience in a health services agency performing fiscal, administrative, and/or personnel analysis. Substitution: One additional year of full-time or its equivalent qualifying experience may be substituted for the required academic major. Knowledge. Skills and Abilities: Knowledge of the fiscal, personnel and administrative principles and practices of health services agencies; knowledge and understanding of various methods and techniques of work organization; knowledge of statistical analysis and effective graphic presentation techrriques; knowledge of the regulations applicable to contracts and grants administration in a public sector health services agency; basic knowledge of office space layout and design standards and techniques; basic knowledge of the capabilities and functions of modern information systems, and their application in a health services agency; ability to direct the analysis of complex organizational, administrative and fiscal problems and develop effective solutions; ability to select, train, supervise and evaluate the work of subordinate staff, ability to represent the department capably with other departments and agencies; ability to speak and function effectively in group activities; ability to establish and maintain good working relationships with others; ability to prepare clear and concise correspondence and reports. List Machines or Equipment Operated as Port of Job: IBM PC, primarily using Word Perfect and Lotus (Version 3.4) 1-2-3 Spreadsheet Software .Designate the name and title of the person who supervises position Patrick Godley, Chief Financial Officer st the names of employees supervised, o whole unl s supervisto simply name the unit and sae t5o number of employees, None (except for temporary supervision of 5-person Payroll Unit for 6 months). It public contacts are required either in person or by phone, state with whom,and in general, for what purposes: I am Occasionally In contact with officials of profit and non-profit corporations re: RFI/RFP requirements and contract negotiations, as well as with State and Federal officials re: grant programs and audits. What decisions must be made In performing the work t . I make decisions about the feasibility, availability, and appro- priateness of funding for remodeling and space acquisition projects; about the organization and formatting of complex fin. prog. info. on spreadsheets; about the wording of contract language; and about the design and implementation of MIS computer systems. What parts of the job require the greatest skill, knowledge,and involve the greatest responsibility t The accurate spreadsheet formatting of complex financial information; the coordination of complex, inter-related sequences of staff moves or MIS system implementations via a comprehensive knowledge of multiple/related County systems, policies, and procedures; personnel hiring practices; and contract negotiations. The above statements accurately describe this job as it has been for the post 5 gears and ora Months (Signature e4l Date) COMMENTS OF IMMEDIATE SUPERVISOR In what way are the above statements incomplete, inaccurate or misleading t What is the basic purpose or function of this position 7 What changes hove occurred in the work of this position 7 What parts of this Job do you check or review closely and why 7 It the position requires typing or shorthand,are they Incidental or essential 7 Typing r Time Required t tfhorthond r Time Required r aur• _wet row ►elle• to be th• •Newt eertUieols• end mlelewm oMvals or "Laine and eaperloaee regvlred to perform this le►� edvee UM. e►ee•uN •e►e.:e►r• Re o•weO iw re• � •e.r:r.e• 1 � /� f Del•1 COmWENTS O DEPARTMENT HCAO Comment on the statement of the employee and supervisor. Designate any other positions In the department which you believe are similar In duties and 1 respoasibillties. (Signature) (Do to) i nr_WZ1VED CONTRA COSTA COUNTY t CLASSIFICATION QUESTIONNAIRE MAY 10 1996 ` HEALTH SERViCE PERSONItiEL NAME DEPARTMENT DIVISION Robert J. Proctor HEALTH SERVICES Finance DEPARTMENT Division OFFICIAL JOB CLASSIFICATION WORKING JOB TITLE Place of Work and Assfqned Hours Alcohol/Drug Abuse/Mental Health 20 Allen St. , Martinez Division Administrator FINANCE ADMINISTRATOR Sam - 5pm, Mon. - Fri. Time Required Description of Work Under general direction from the Chief Financial Officer, I receive a variety of administrative assignments, ranging in duration from a week to a number of years, to conduct operational and policy studies, form and lead work/task force groups, identify alternative courses of action/recommendations, and implement operational changes within the operating Divisions of the Health Services Department, as follows: 15% 1. Management Studies/Research and Analysis. I study assigned management problems and issues, gather pertinent information by reviewing documents and interviewing personnel, analyze the information, conduct financial and operational feasibility studies, and write reports, giving findings and recommendations; e.g. , comparing how other counties administer conservatorship and mental health programs and determining the FTE ratio of management/ supervisory staff to non-supervisory staff for each cost center and Division in the Department (to assist with MOU negotiations) . 2. Developing Management Procedures and Standards. I study 5% designated Department operations and design procedures to improve operations or to implement policy changes, e.g. , developing a uniform sliding scale fee schedule for Basic Adult Health Care, based on the Federal poverty level and changes in income levels and family size or modifying Patient Consent forms to show patient choice in the geographical location of their health care provider. 3. Providing Consultation and Technical Assistance. I provide 15% consultation and technical assistance to management staff in the operating divisions of the Department on an ad hoc basis concerning fiscal, personnel, contract, or administrative matters, e.g. : a. Helping the Substance Abuse Division complete a "Characteristics of Clients Served" report required by the State; I designed and sent a questionnaire to all program directors (of both County-operated and contract agency programs) , designed a Lotus 1-2-3 data base spread sheet (using Version 3.4) to summarize and tabulate the data in the required State format, entered and edited the response data, and printed the data in an exact facsimile of the required State format. b. Helping the Mental Health Division submit a Grant Application for federal funds; I reviewed the federal grant guidelines and requirements, interviewed the program staff, and prepared the Financial Budget and Funding Justification sections of the Grant Application, using a Lotus 1-2-3 spreadsheet to account for staffing classifications, FTEs, salary levels, fringe benefits, cost-of-living adjustments, different implementation times for various program components, projections for the cost of operational services and supplies, occupancy/space costs, and staff travel and training, culminating in an overall grant cost and funding request amount. c. Helping the Public Health Division encumber grant funds for the acquisition of a computer system; I reviewed grant documents and interviewed program staff, drafted a required inter-divisional contract between the Public Health Division and the Finance Division for the purchase of computer development services, negotiated wording changes with Public Health staff, got the contract signed by the deadline required to encumber funds before the close of the fiscal year, and directed accounting staff to carry out the required journal transaction in the County Finance System to transfer the funds between Division cost centers. d. Helping the Substance Abuse Division establish contracts with Drinking Driver Program providers; I designed a comprehensive, uniform contract format for the Division to use with community corporations to provide Court-ordered services, collect fees from clients, and pay a portion of the fees to the County. AK 75 Page 1 of 3 pages Time Required Deaeripllon of Work; Classification ouestionnaire - Robert Proctor (continued) 4. MIS Computer System Development. I provide assistance to 20� assigned Divisions in the development of MIS computer systems, from system specifications to RFP development, from vendor select selection to installation and implementation. I did this for the acquisition of the Mental Health Division's PSP computer system and I am currently working on the development of a computer system for the Substance Abuse Division; e.g. , I identify and encumber needed financing, study State and Federal data and reporting requirements, develop the conceptual design for system modules and data elements, lead Division staff through a design process, draft system specifications and RFP documents, and obtain needed policy decisions to acquire system software and hardware. 5. RFI/RFP Development. I develop Request for Information (RFI) 15% and Request for Proposal (RFP) documents on an ad hoc, as needed basis; e.g. , for (1) the provision of community outpatient substance abuse prevention and treatment services for a defined community area or a target client population or (2) the provision of comprehensive health and medical care services for the inmates in the County Detention Facilities. I interview pertinent staff; review related program/service descriptions, specifications, and documentation; design an RFI or RFP format to fit the situational needs; draft and/or coordinate the drafting work of other staff to assemble the needed document; and obtain approvals and make changes as required by executive staff. I research and/or determine likely respondents/providers and develop a mailing list, place ads in appropriate newspapers requesting responses and/or send out the RFI/RFP document to the mailing list, answer questions from potential respondents and/or hold a bidders conference as needed, design evaluation criteria to rate RFI/RFP responses, form and lead an evaluation/rating group, rate the responses, and make recommendations to executive staff regarding outcomes, decisions, performance, costs, and selection of providers. I respond to complaints and grievances from rejected respondents. 6. Acquisition of Office Space for Operating Programs. I reoeioea 20% requests from operating Divisions for the acquisition of office space; analyze their requests re: justification, availability and adequacy of funding; and amount of square footage and functional accommodations needed for staffing and equipment. I search for appropriate space; identify and cost out available alternatives, including needed remodeling or renovations; and draw floor plan sketches to show staffing, equipment, and remodeling arrangements. I provide consultation, technical assistance, and recommendations to the management staff of the requesting Division regarding financing options, remodeling ideas, and deployment of staff and equipment in the available space. I determine overall feasibility and obtain policy decisions from the requesting Division regarding the specifications of the final request, write up the request in the form of a formal memo, and make recommendations to the HSD Chief Financial Officer. I determine overall feasibility and obtain approvals from the HSD Chief Financial Officer for acquisition of the space and for all related expenditures and then submit the request to the CAO and/or General Services Department (GSD) . I work with GSD Architectural Services, Lease Management, and Telecommunications staff to coordinate timing and implement the request, coordinate timing, authorize various kinds of work and materials for needed remodeling, and generally guide and push the process and work to completion. I provide the Division staff with technical assistance regarding Work Orders for movers, computer network installations, and telecommunications. I devise and compute allocation formulas to distribute space costs for a particular office space to the various cost centers and funding/revenue sources of the new occupants, following generally acceptable accounting principles so as to withstand audits and avoid audit exceptions. I send authorizing memos to the General Services Department for charging space costs to the appropriate HSD cost centers. Page 2 of 3 pages AK 75 _ 71- Time Required Deseriptlon e! Work Classification Questionnaire - Robert Proctor (continued) 2% 7. Interview/Screen Job Candidates for Senior Staff. In accordance with Equal Employment Opportunity guidelines, I conduct screening interviews of job candidates for Senior Staff, e.g. , for the Contracts and Grants Administrator position for the Chief Financial Officer and for the Staff Assistant to the Advisory Board/Commission position for the Mental Health Division and Substance Abuse Division Directors. I write job descriptions, establish Minimum Qualifications (for contract employee positions) , and conduct recruiting efforts, including placing ads in newspapers. I design rating/evaluation instruments and screen applications and resumes. I design interview questions and rating/evaluation standards and conduct face to face interviews. I rate the candidates and present the results and recommendations to the Senior Staff member. I process appropriate appointment documents for the selected candidate and I send a formal "thank you" letter to the unsuccessful candidates. I keep and maintain interview and rating information in case of a complaint or r grievance. 2% 8. Negotiating Contracts. I assist HSD Divisions with contract negotiations on an ad hoc, as needed basis, for the operation of joint ventures or the purchase of outside services; I negotiate wording, payment mechanisms, and intent with officials from the other organization, draft acceptable language, and obtain needed policy decisions and approvals from HSD executive staff; e.g. , a. I negotiated an Interdepartmental Services Agreement with the County Social Services Department for the jointly operated "Alternative to General Assistance Program" (AGAP) , and b. I negotiated a Contract with the County of Alameda for the provision of inpatient psychiatric hospital care in the Alameda County Jail for CCC jail inmates. 1% 9. Responding to Financial Audits. Upon request from the Accounting Staff of the Finance Division, I document audit trails and otherwise write justifications for Mental Health Division expenditures which are challenged by State and Federal auditors in the course of routine Medi-Cal, Federal Grant, and Short-Doyle audits. 10. Train New Management Staff & Other Duties as Required. I 5/ receive a variety of miscellaneous assignments to gather information, research issues, analyze operations and data, write policies and procedures, solve problems, fill in where needed, and draft Board Orders on a variety of subjects, e.g. , I am currently serving as the Department's acting Payroll Supervisor for 6 months while the Payroll Supervisor is out on Maternity Leave (this assignment will take approximately 20% of my time until mid- September when it will end] . I also occasionally train new management staff in the Finance Division, Mental Health Division, and Substance Abuse Division regarding County policies, procedures, and practices in the areas of personnel, purchasing, contracts, grants, program planning and implementation, finance, and budgeting. I40TE: The distribution of Time Required varies and fluctuates widely from month-to-month, depending on the Department's priorities and needs. Page 3 of 3 pages AK 75