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HomeMy WebLinkAboutCOM 1038.000 2004-2006 +iV os M, Harry Kim ,c~ William Takaba Mrryor . Direclor Nancy E. Crawford rnnw r,,IrtS / t ry it : ,,e' Oepun Direclor County of Hawaii Finance Department 25 Aupum Street. Room 118 • Hi to, I-lawaii 96720 (808) 961-8234 • Fax(808)961-8248 August 22, 2006 Stacy K. Higa, Chairman and Members of the Hawai'i County Council Hawai'i County Council 25 Aupuni Street Hilo, Hawai'i 96720 Re: New Positions for the Department of Environmental Management As the newest department in the County of Hawai'i, the Department of Environmental Management (DEM) continues to review and establish the necessary staffing levels to carry out its duties and responsibilities. Three (3) new positions have been identified and are being requested at this time. These positions include a Business Manager to provide common oversight for all of the Business Services Section's functions and to help to establish new policies and procedures as well as to improve and keep existing policies current; and a Contracts Technician and a Clerk III to improve the timeliness and efficiency of drafting and processing the department's contracts. Funding for these positions and related costs will come from the increase in administrative charges derived from the Sewer, Solid Waste and Vehicle Disposal Special Funds. Enclosed is a resolution creating a Business Manager position, a Contracts Technician position and a Clerk III position for the Department of Environmental Management. Also enclosed is a bill for an ordinance to amend the Operating Budget by increasing the DEM administrative charges revenues and to appropriate it to the Salaries & Wages, OCE, and Equipment account. If there are any questions, please do not hesitate to call the Department of Environmental Management. !)Tt am Takaba Director of Finance APPROVED Jgvit 1 r Harry Kim Mayor Comm. No. Enc. Ref. To: v cc: Environmental Mgt Ref. Date AUG 2 4 nag Hawaii County is an Equal Opportunity Provtuer and Employer LEAD. ~'Cb ~'~t~ Form B-52 7/18/91 DEPARTMENT OF FINANCE REQUEST FOR COUNCIL ACTION DEPARTMENT: Environmental Management DATE: 8/21/06 STAFF CONTACT: Barbara Bell PHONE: 961-8083 A. REQUEST: The Department of Environmental Management requests a resolution authorizing the Department to create three new positions titled: Business Manager (EM-03), Contracts Technician (SR-15), and Clerk III (SR-10). An ordinance to amend the FY06-07 Operating Budget Ordinance No. 06-79 is also requested to fund these positions as follows: Revenue: 010.3401.46 Environmental Mgmt Dept Admin Charges $117,192 Expenses: 010.671.5671.01 Enviromental Mgmt Salaries & Wages $104,922 010.671.5671.02 Environmental Mgmt OCE $ 3,270 010.671.5671.06 Environmental Mgmt Equipment $ 9,000 B. BACKGROUND AND JUSTIFICATION (USE ADDITIONAL SHEETS AS NEEDED): These positions are needed as part of establishing the necessary staffing levels for this newest department. A Business Manager is needed to provide common oversight for all of the Business Services functions and to help to establish new policies and procedures as well as to improve and keep existing policies current. The Contracts Technician and Clerk III are needed to improve the timeliness and efficiency of drafting and processing the Department's contracts. See attached for additional information. SIGNED: zoe6c- DATE: L/ d6 Department Head ESTIMATED FUND 010 GENERAL FUND COUNTY OF HAWAII EXPENDITURES DEPT 671 ENVIRONMENTAL MGMT YR 2006-07 SUPPLEMENTAL - NEW POSITIONS BASE.EL ACCOUNT 2006-07 2006-07 2007-08 2008-09 OBJ DESCRIPTION ITEMIZED ESTIMATE ESTIMATE ESTIMATE 5671 ENVIRONMENTAL MGMT 5671.01 ENVIRONMENTAL MGMT S&W SALARIES & WAGES G11 REGULAR S&W 104,922 139,896 139,896 A. REGULAR S&W - Business Mgr 58,779 B. REGULAR S&W - Contracts Tech 25,317 C. REGULAR S&W - Clerk III 20,826 TOTAL ENVIRONMENTAL MGMT S&W 104,922 139,896 139,896 5671.02 ENVIRONMENTAL MGMT OCE CONTRACTUAL SERVICES 102 TELEPHONE 1,920 1,440 1,440 A. TELEPHONE 1,080 B. CELLULAR PHONE 0 C. PHONE INSTRUMENTS 600 D. PHONE INSTALLATION 240 227 COMPUTER & OFFICE SUPP 1,350 1,800 1,800 A. COMPUTER SUPPLIES 600 9. OFFICE SUPPLIES 750 C. MISC PC HARDWARE 0 TOTAL ENVIRONMENTAL MGMT OCE 3,270 3,240 3,240 5671.06 ENVIRONMENTAL MGMT EQPT EQUIPMENT 450 OFFICE EQUIP-FIXT-FURN 3,100 0 0 A. FILE CABINETS 1,000 B. DESKS 1,350 C. CHAIRS 750 454 COMPUTER EQPT & SOFTWARE 5,900 0 0 A. SOFTWARE 0 B. COMPUTERS 5,400 C. PRINTERS 500 TOTAL ENVIRONMENTAL MGMT EQPT 9,000 0 0 DEPT 671 TOTAL ENVIRONMENTAL MGMT 117,192 143,136 143,136 Department of Environmental Management Allocation of Administrative Costs FY06-07 Wastewater Solid Waste Vehicle Disposal Totals Approved Admin Budget 559,262 629,871 50,402 $ 1,239,535 Proposed Increase 34,029 76,687 6,476 $ 117,192 Proposed Admin Budget 593,291 706,558 56,878 $ 1,356,727 Approved Special Funds Budgeted for Admin Allocations 560,000 620,000 50,000 $ 1,230,000 Add'I Special Funds needed 33,291 86,558 6,878 $ 126,727 Special Funds available: 030.631.5631.21.449 33,291 33,291 085.601.5604.02.115 86,558 86,558 121 075.641.5641.02.115 6,878 6,878 131 Total Funds Available 33,291 86,558 6,878 $ 126,727 (1) Wastewater Equipment - $140,000 of funds budgeted for Sludge Trailers is no longer needed. (2) Miscellaneous Contract Services - Actual costs for Hilo Brownfields Soil Analysis and Waimea & Kailua Post Closure are expected to come in under budget based on initial proposal and revised estimates. (3) Miscellaneous Contract Services - Actual scrap metal costs have been running less than budgeted. REQUEST FOR ORGANIZATIONAL CHANGES AND/OR POSITION ACTIONS TO: MANAGING DIRECTOR DATE: 8/17/06 PROM: DEPARTMENT: Environmental Management DIVISION/BRANCH: Administration - Business Services Section REQUEST: ® NEW POSITION Business Mgnager EM 03 TITLE PAY GRADE ? REALLOCATION POS.NO. CURRENT TITLE PAY GRADE PROPOSED TITLE PAY GRADE ? OTHER (charge in FTE, transfer, etc.) POS.NO. CURRENT TITLE PAY GRADE COMMENTS: The Business Manager position is being created as a key part of establishing the necessary staff for the newest County department, the Department of Environmental Management. As the Department continues to establish itself, a higher level of administrative and fiscal oversight has become necessary. Responsibilities given to this position will include oversight of the personnel functions, direct supervision of the division's accounting staff, collections, ensuring state procurement laws are followed in a timely manner, as well as continuing to refine policies and procedures for personnel, accounting, contracting, and accounts receivable. 17. eo DATE DEPARTMENT HEAD APPROVED ? DISAPPROVED 9 1241 0 MANAGING DIRECTOR DATE DCS CP-005 (2193)(11193)(7101) NEW POSITION INFORMATION FORM Department: Environmental Management Date: 08/17/06 Division/Branch: Administration - Business Services Section # of Similar Pay Annual Fund Pos. in Class Title Grade Sala Source Dept. Business Manager EM 03 $78,372 County 0 1. Give reasons how new duties arose (statutes enacted, ordinances, newly authorized programs, basis for increased workloads, etc.): The Business Manager position is being created as a key part of establishing the necessary staff for the newest County department, the Department of Environmental Management. As the Department continues to establish itself, a higher level of administrative and fiscal oversight has become necessary. Responsibilities given to this position will include oversight of the personnel functions, direct supervision of the division's accounting staff, collections, ensuring state procurement laws are followed in a timely manner, as well as continuing to refine policies and procedures for personnel, accounting, contracting, and accounts receivable. 2. Can new duties be assigned to existing positions or handled In other way such as short-term contracts, etc. There are no other existing positions that can take on these duties. Contracting is not viable because these duties will be ongoing, not short term. The Department has recently been audited by the Legislative Auditor's office. Numerous instances were found where potential County liability could have been decreased or eliminated by proper staffing levels to ensure adequate internal controls and contracting oversight. 3. How will new position increase the efficiency/effectiveness of operations? (Use productivity measurements where possible.): Establishing this position will improve efficiency and effectiveness by refining procedures and providing more oversight. Presently, the Department is suffering from too many employees performing too much overtime. Also, providing common oversight of the payroll and personnel functions recognizes how heavily dependent they are on each other. 4. Alternatives that were considered in lieu of new position. (Have technological changes been considered?) Classification/ Business Services manager 08/17/068:49 AM New Position Form Page 2 The Department has worked for the past two years, trying to get along without this position. Upon being formally audited, the recognition that we were contributing to possible County liabilities, rather than saving money, was inescapable. The fact that the Department is still the newest in the County makes it important to have a Manager who can make certain that all the transitions are successful. 5. Why were manpower needs not planned through budgetary process? The needs became painfully clear when the Legislative Auditor's Audit was released in late June, 2006. 6. List other rationale or pertinent statements and data: Creating this position is a necessary step toward establishing the staffing needed for the Department to accurately handle all its administrative duties. Ever since the transfer of Administrative duties from Public Works to the Department was completed in FY 04-05, there have been serious work load issues. DCS CP-002 (2193) Classification/Business Manager 08/17/068:49 AM DEPARTMENT OF CIVIL SERVICE 1. Position No. new COUNTY OF HAWAII LOCATION Environmental POSITION DESCRIPTION FORM Dept. Management Type: Civil Service ( ) Exempt ( X) Div. or But. Permanent ( X) Temporary ( ) Section Business Services Full Time ( X) part-time ( ) Geo.. Loc. S. Hilo 2. FOR CIVIL SERVICE USE ONLY Allocation Class Business Manager Salary Range EM 03 Effective Date 10/1/2006 Approved: Date By: Authority Date Director of Personnel 3. DUTIES OF THE POSITION List each duty assigned to the position separately. Arrange these duties in togical order beginning wim those performed most frequently and followed by those pertorneci occasionally. Be clear, complete, and concise. Stick to statements of fact; avoid the use of vague or general terms. Give an estimate of the average amount of time spent in performing each major duty. If a reallocation of the position is requested, show the exact changes in duties, reasons for these changes and the exact date when these changes occurred. If more space is needed, use a blank sheet and attach to this form. Duties Summary: Show This position serves as a head of the Business Services Section of the Department of Environmental Management; % is responsible to plan, direct, and administer the department's financial affairs including all fiscal, contracting, and of time personnel matters in collaboration with the Director to obtain the financial objectives based on the department goals and policies; formulates and recommends approval of policies and programs for the department's financial planning and analysis activities and helps coordinate the efforts of division management personnel toward reaching their fiscal and personnel goals. 1 Plans, directs, and oversees the fiscal and personnel activities of the Department/Divisions; assigns and 35% supervises the work of all accounting and personnel staff in the department; oversees the organization, staffing, and personnel requirements of all divisions. (1,2,3) 2 Oversees the compilation of and assists Director with review of annual budget from divisions for General 10% Fund, Sewer Fund, Solid Waste Fund, and Vehicle Disposal Fund; assists with studies, estimates and projections of departmental requirements and compares with estimated revenues; and provides continuous monitoring of the budget during the fiscal year. (1,2) 3 Develops and establishes objectives for the Administrative Division consistent with departmental goals. 10% Formulates and recommends departmental policies and procedures relating to business, financial, and personnel matters. (1,2) 4 Oversees and coordinates the department's programs relating to contracting for services and the purchase of 10% supplies, materials, and equipment; establishes internal policies and procedures to ensure a consistent departmental application of County and State procurement requirements for services, equipment, and supplies. Arranges and directs audits of contractors when required. (1,2) CONTINUED ON ATTACHED SHEET Key: (1) The performance of this function is the reason this job exists. (2) The number of other employees available to perform this function is limited. (3) This function is highly specialized and employee is hired for special expertise or ability to perform this function. 4. Supervision Received Give the position no. and title of immediate supervisor of this position. Position Number ZO-00082 Title: Deputy Director of Environmental Management 5. SUPERVISORY RESPONSIBILITIES OF THE POSITION Position No. Title Nature of Supervision 4221 Accountant IV Direct 4220 Personnel Management Specialist 11 Direct DCS CP-1 (2/90) 6. Present Class NEW Pay Grade 7. REQUESTED ACTION New Position-Initial Allocation (X) Changes in Duties and Responsibilities-Reallocation ( ) Redescription-Review ( ) Effective Date Requested Class Allocation Business Manager Pay Grade EM 03 8. CERTIFICATION OF EMPLOYEE The duties & responsibilities described above are accurate and complete. Employee's Name (Print) Employee's Signature Date 9. STATEMENT OF IMMEDIATE SUPERVISOR a. Describe the nature and extent of supervision which you exercise over this position. b. Indicate the qualifications absolutely necessary to perform the duties of the position. Keep in mind the position itself and the qualifications a new employee must bring to the position rather than the qualifications of the employee who now occupies it. Education - General Basic Qualifications Necessary for Work Performance Circle highest ear (Elementary and Hi Scol I 2 3 4 5 6 7 g 9 10 11 12 Special or Professional: (College) 1 2 3 4 ho1 2 3 4 Kind: Work Experience - Kind Training and Experience: and length in years: A combination of education and experience substantially equivalent to graduation from an accredited college or university with a major in business administration, public administration, accounting, or public finance or a related field, and five (5) years of progressively responsible experience involving the management of financial affairs with some exnerience in nersonnel affairs. Knowledge, Skills and Knowledge of. abilities Knowledge of: principles and practices of administration; government organization and functions; the functions and operations of the department to which assigned; accounting principles and practices; budget preparation and budgetary controls; personnel administration; purchasing and storing methods; public relations; and report writing. Ability to: interpret laws, rules and regulations, secure and analyze facts and make administrative decisions; develop new work procedures; maintain a professional demeanor and cooperative working relationships; analyze financial statements and reports; prepare clear and concise reports; supervise a varied program of business activities: meet and deal effectivelv with the nublic. Physical Requirements: Persons seeking appointment to positions in this class must meet the health and physical condition standards deemed necessary and proper to perform the essential functions of the position with or without reasonable accommodations. Physical Effort Grou : Li ht Licenses or certificates required: Possession of a valid State of Hawaii driver's license (Class 3) or any other valid comparable motor vehicle operator's license as applicable to the position. 10 CERTIFICATION OF IMMEDIATE SUPERVISOR I certify that the above statements are accurate and complete. Immediate Supervisor's Signature Date I 1 CERTIFICATION OF DIVISION HEAD I certify that the above statements are accurate and complete. Division Head's Signature Date 12 CERTIFICATION OF DEPARTMENT HEAD I certify that the above statements are accurate and complete to the best of H knowledge sj Department t Head's Signature Date Distribution: Original - Civil Service, 1 st Copy - Department, 2nd Copy - Employee Business Manager - Attachment Show Position No. OC-Oxxxxx % Examples of Duties (Continued): of time 5. Provides interpretive and advisory services concerning fiscal and personnel matters to the Director and 5% Division Chiefs, and other personnel in the Department; attend staff meetings, provides appropriate training in fiscal procedures and conducts internal audits and studies as needed. (1,2,3) 6. Plans, develops, and directs the compilation of accounting data and the preparation of monthly financial and 5% budgetary reports for the department and divisions; develops internal procedures for the recording of transactions relating to revenue, expenditures, payroll, reimbursements, and cash flow. (1,2) 7. Recommends/ assists in the modification and/or development of new fiscal regulations and laws such as sewer 5% and solid waste user fees, facility charges and other financial issues. (1,2,3) 8. Assists the divisions in the development and implementation of collection procedures for receivables in special 5% fund accounts. (1,2) 9. Attends meetings and conferences concerning fiscal matters such as budget instruction meetings, budget 5% hearings, State sewer revolving fund, accounting and procurement procedure meetings to provide appropriate oversight to insure that the Department and its Divisions are complying with all applicable county, state, and federal fiscal requirements. (1,2) 10. Assists the divisions in the fiscal management for federal and state grant and loan programs. (1,2) 2.5% 11. Plans, directs and oversee the operation and development of the department's integrated computer system. (2) 2.5% 12. Performs other related duties as assigned. 5% Key: (1) The performance of this function is the reason this job exists. (2) The number of other employees available to perform this function is limited. (3) This function is highly specialized and employee is hired for special expertise or ability to perform this function. SOURCE OF FUNDS FOR NEW POSITION/REALLOCATION/CHANGE IN FTE 1. COMPUTATION OF FUNDS REQUIRED FOR POSITION NO. New- Business Manager (If no position number indicate "new'.) a) New monthly salary (10/1/06) $ 6,531 b) Present monthly salary specifically included in FY 06-07 budget (If NOT BUDGETED, INDICATE -0-) $ 0 C) Net funds required (Item "a" minus Item "b") $ 6,531 d) Remaining number of months in current fiscal year 9 e) Funds required in remainder of fiscal year (Items "c" x Item "d") $ 58,779 2. AVAILABILITY OF FUNDS a) What is the position's fund source (county, state, federal)? County b) Funds are budgeted in account number: (requested) 010.671.5671.01.011 C) Funds are available in account number: Transfer to account number: d) Request to transfer funds for reallocation: From: 010-911-5911.70-341 Provision for Reallocation Total Amount To: Account Number Account Title I certify that the information is correct and funds are available, and that the funds may be used for the classification action as requested. Department Head Date DCS CP-004 (2/93) Rev. 8194; 8197 REQUEST FOR ORGANIZATIONAL CHANGES AND/OR POSITION ACTIONS TO: MANAGING DIRECTOR DATE: 8/21/06 FROM: DEPARTMENT: Environmental Management DIVISION/BRANCH: Administration -Business Services REQUEST: ® NEW POSITION Contracts Techlician _SIR 15_ TITLE PAY GRADE ? REALLOCATION POS.NO. CURRENT TITLE PAY GRADE PROPOSED TITLE PAY GRADE ? OTHER (change in nE, transfer, etc.) POS. NO. CURRENT TITLE PAY GRADE COMMENTS: The Contracts Technician position is being created as a part of establishing the necessary staff for the newly created Department of Environmental Management. As the Department continues its efforts to establish the necessary staffing levels, we've determined that specialized assisstance in developing and processing contracts is needed. With contractual services comprising around 50% of the Department's operating budget, it is important that contracts are executed in a timely manner and in compliance with procurement rules. DATE DEPARTMENT HEAD d APPROVED ? DISAPPROVED Ck g ZA I 0 L MANAGING DIRECTOR DATE DCS CP-005 (2/93)(11/93)(7/01) FY 06-07/ BSS/ Contract Tech e r~;2. v NEW POSITION INFORMATION FORM Department: Environmental Management Date: 8/21/06 Division/Branch: Administration - Business Services Section # of Similar Pay Annual Fund Pos. in Class Title Grade Sala Source Dept. Contracts Technician SR 15 C $33,756 County 0 1. Give reasons how new duties arose (statutes enacted, ordinances, newly authorized programs, basis for increased workloads, etc.): The Contracts Technician position is being created as a part of establishing the necessary staff for the newly created Department of Environmental Management. As the Department continues its efforts to establish the necessary staffing levels, we've determined that specialized assisstance in developing and processing contracts is needed. With contractual services comprising about 50% of the Department's operating budget, it is important that contracts are executed in a timely manner and in compliance with procurement rules. 2. Can new duties be assigned to existing positions or handled in other way such as short-term contracts, etc. There are no other existing positions that can take on these duties. Contracting for the service is not appropriate because these duties will be ongoing, not short term. 3. How will new position increase the efficiency/effectiveness of operations? (Use productivity measurements where possible.): Allocating this position will improve efficiency by providing common oversight of the contracting functions to one person who can insure that the contracts are properly developed and executed in compliance with all applicable laws. It will also increase efficiency by providing a single point of contact to address all contract concerns during the routing of the contract. 08/20/0610:42 AM New Position Form Page 2 4. Alternatives that were considered in lieu of new position. (Have technological changes been considered?) Currently contracts are being developed by the individual project managers. The new Contract Technician would assist the staff with processing the documents to issue bids and requests for proposals, to help develop the contracts, and to insure the contractors provide the required documents prior to initiating the agreements. 5. Why were manpower needs not planned through budgetary process? We have tried to handle these duties with existing staff, however, the recent audit by the Legislative Auditors has shown that we really do need additional manpower with these specialized skills. 6. List other rationale or pertinent statements and data: Creating this position is a necessary step toward establishing the staffing needed for the Department to handle its own administrative duties. DCS CV-002 (2/93) 08/20/0610:42 AM DEPARTMENT OF CIVIL SERVICE 1. Position No. (new) COUNTY OF HAWAII LOCATION Environmental POSITION DESCRIPTION FORM Dept. Management Type: Civil Service ( X) Exempt ( ) Div. or Bur. Administration Permanent ( X) Temporary ( ) Section Business Services Full Time ( X) Part-Time ( ) Geog. Loc. Hilo 2. FOR CIVIL SERVICE USE ONLY Allocation Class Contracts Technician Salary Range SR 15 Effective Date Approved: Date By: Authority Date Director of Personnel 3. DUTIES OF THE POSITION List each duty assigned to the position separately. Arrange these dunes in logical order beginning with those pert finned most trequently and tollowed by those perionneo occasionally. Be clear, complete, and concise. Stick to statements of fact; avoid the use of vague or general terns. Give an estimate of the average amount of time spent in performing each major duty. If a reallocation of the position is requested, show the exact changes in duties, reasons for these changes and the exact date when these changes occurred. If more space is needed, use a blank sheet and attach to this form. Duties Summary: Show Serves as the coordinator for the processing of contracts from initial request to final Notice to Proceed. % Performs a variety of complex functions in the preparation, review and refinement of contracts and related of time forms and documents. Serves as consultant to project managers in the development of contracts and related documents. Examples of Duties: 1. Reviews and edits submitted contract documents, including notice to bidders, special provisions and 35% specifications for conformance with state procurement law, Federal regulations and General Requirements and Covenants prior to advertising. Assists project manager with scheduling of meetings and timetables for bids and requests for proposals. Prepares award letters, contracts, and other necessary documents; reviews, edits and drafts consultant contracts and requests for proposals, all in compliance with rules, regulations and laws. (1,2) 2. Prepares and processes supplemental contracts for execution as required and in accordance with rules, 15% regulations and laws. (1,2) 3. Maintains database of contracts and change orders processed through the department including 10% information relating to dates, amounts, current status and other specifics of contract. Provides statistics and various reports as requested. Prepares, updates and posts the department's informational listings, procurement notices, and departmental forms on the Internet at the county and/or state websites as required and in accordance with rules, regulations and laws. (1,2) CONTINUED ON ATTACHED SHEET Key: (1) The performance of this function is the reason this job exists. (2) The number of other employees available to perform this function is limited. (3) This function is highly specialized and employee is hired for special expertise or ability to perform this function. 4. Supervision Received Give the position no, and title of immediate supervisor of this position. Position Number 00-04495 Title: ACCOUNTANT I 5. SUPERVISORY RESPONSIBILITIES OF THE POSITION List must coincide with the official organization chart. Position No. Title Nature of Supervision (new) CLERK III Direct me rn-r atom 6. Present Class NEW Pay Grade SR 15 7. REQUESTED ACTION New Position-Initial Allocation (X) Changes in Duties and Responsibilities-Reallocation ( ) Redescription-Review ( ) Effective Date Requested Class Allocation CONTRACTS TECHNICIAN Pay Grade SR 15 8. CERTIFICATION OF EMPLOYEE The duties & responsibilities described above are accurate and complete. Employee's Name (Print) VACANT Employee's Signature Date 9. STATEMENT OF IMMEDIATE SUPERVISOR a. Describe the nature and extent of supervision which you exercise over this position. Direct b. Indicate the qualifications absolutely necessary to perform the duties of the position. Keep in mind the position itself and the qualifications a new employee must bring to the position rather than the qualifications of the employee who now occupies it. Education - General Basic Qualifications Necessary for Work Performance Circle highest (Elementary and Hi School 1 2 3 4 5 6 7 g 9 10 11 (12) Special or Professional: (College) 1 2 3 4 1 2 3 4 Kind: Work Experience - Kind Training and Experience: and length in years: A combination of education and experience substantially equivalent to graduation from high school and five (5) years of clerical experience, three (3) of which shall have included the review and processing of contracts and related legal documents in conformance to pertinent laws, policies, and procedures. Knowledge, Skills and Knowledge of: abilities Knowledge of. State procurement laws, federal regulations, and county policies and procedures applicable to consultant, engineering, and construction contracts, bidding procedures and regulations; contract forms; office Dractices and procedures: commuter applications: 2rammer. spelling. and word usaee. Ability to: review, edit, and process contracts in accourdance with prescribed laws and regulations; draft consultant, engineering, and construction contracts; understand, explain, and apply applicable provisions of ordinances, laws, and regulations governing contracting procedures; maintain records and prepare reports; maintain effective working relationships with others, deal courteously and effectively with the public; operate standard office machines including desktop computers and peripherals. Physical Requirements: Persons seeking appointment to positions in this class must meet the health and physical condition standards deemed necessary and proper to perform the essential functions of the position with or without reasonaable accommodations. Physical Effort Grou : Light Licenses or certificates required: As a pplicable to position, possession of a current State of Hawaii Notary Public Commission for governmental documents prior to completion of probation. 10 CERTIFICATION OF IMMEDIATE SUPERVISOR I certify that the above statements are accurate and complete. Immediate Supervisor's Signature Date I 1 CERTIFICATION OF DIVISION HEAD I certify that the above statements are accurate and complete. Division Head's Signature Date 12 CERTIFICATION OF DEPARTMENT HEAD I certify /that ttthe above statements are accurate and complete to the best of knowledge Department t Head's Signature Date Distribution: Original - Civil Service, 1 st Copy - Department, 2nd Copy - Employee Show Contracts Technician - Attachment % Position No.: New of time Examples of Duties (Continued): 4. Oversees the entire bidding, request for proposal, request for quotations, and professional services 10% selection processes. Coordinates the publication of notices and notifies affected persons; provides information on the terms and conditions of contracts and bidder's requirements; receives bids and proposals. (1,2) 5. Assures that all required documents, such as insurance certificates are current and active for the life 10% of the contract. Coordinates the receipt of necessary closing documents, including tax clearances and the department's acknowledgement of final acceptance. (1,2) 6. Drafts departmental rules, instructions and procedures relating to the processing of contract 10% documents. Advises project managers and other departmental staff on current procurement regulations and their applicability to contracts. Conducts training as requested. May supervise other subordinates as assigned. (1,2) 7. Notarizes contracts and other government documents. (1,2) 5% 8. Performs other related duties as required. (2) 5% Key: (1) The performance of this function is the reason this job exists. (2) The number of other employees available to perform this function is limited. (3) This function is highly specialized and employee is hired for special expertise or ability to perform this function. SOURCE OF FUNDS FOR NEW POSITION/REALLOCATION/CHANGE IN FTE 1. COMPUTATION OF FUNDS REQUIRED FOR POSITION NO. New- Contracts Technician (If no position number indicate "new".) a) New monthly salary (10/01/06) $ 2,813 b) Present monthly salary specifically included in FY 06-07 budget (If NOT BUDGETED, INDICATE -0-) $ 0 C) Net funds required (Item "a" minus Item "b") $ 2,813 d) Remaining number of months in current fiscal year 9 e) Funds required in remainder of fiscal year (Items "c" x Item "d") $ 25,317 2. AVAILABILITY OF FUNDS a) What is the position's fund source (county, state, federal)? County b) Funds are budgeted in account number: (requested) 010.671.5671.01.011 C) Funds are available in account number: Transfer to account number: d) Request to transfer funds for reallocation: From: 010-911-5911.70-341 Provision for Reallocation Total Amount To: Account Number Account Title I certify that the information is correct and funds are available, and that the funds may be used for the classification action as requested. /111&Agpzv /-//W J17-116,6 Department Head Date DCS CP-004 (2/93) Rev. 8194; 8/97 REQUEST FOR ORGANIZATIONAL CHANGES AND/OR POSITION ACTIONS TO: MANAGING DIRECTOR DATE: 8/21/06 FROM: DEPARTMENT: Environmental Manaament DIVISION/BRANCH: Administration - Business Services Section REQUEST: ® NEW POSITION CLERK III SR-in TITLE PAY GRADE ? REALLOCATION POS.NO. CURRENT TITLE PAY GRADE PROPOSED TITLE PAY GRADE ? OTHER (change in FfE, transfer, etc.( POS. NO. CURRENT TITLE PAY GRADE COMMENTS: The Clerk III position is being created as a part of establishing the necessary staff for the newly created Department of Environmental Management. As the Department continues its efforts to establish the necessary staffing levels, we've determined that more assistance is needed in handling our contracts. With contractual services comprising around 50% of the Department's operating budget, it is important that contracts are executed in a timely manner and in compliance with procurement rules. This position would work with the newly requested Contracts Technician to process contracts, distribute them, and maintain the files. This position would also provide general clerical assistance for the Departments Administration. z~/6 6 ~v 15AT~ 3 APPROVED ? DISAPPROVED Glk~ MANAGING DIRECTOR DATE DCS CP-005 (2/93)(11/93)(7/01) FY 06-07 BSS/Clerk III NEW POSITION INFORMATION FORM Department: Environmental Management Date: 8/21/06 Division/Branch: Administration - Business Services Section # of Similar Pay Annual Fund Pos. in Class Title Grade Sala Source Dept. Clerk III SR 10C $27,768 County 0 1. Give reasons how new duties arose (statutes enacted, ordinances, newly authorized programs, basis for increased workloads, etc.): The Clerk III position is being created as a part of establishing the necessary staff for the newly created Department of Environmental Management. As the Department continues its efforts to establish the necessary staffing levels, we've determined that more assistance is needed in handling our contracts. With contractual services comprising around 50% of the Department's operating budget, it is important that contracts are executed in a timely manner and in compliance with procurement rules. This position would work with the newly requested Contracts Technician to process contracts, distribute them, and maintain the files. This position would also provide general clerical assistance for the Department's Administration. 2. Can new duties be assigned to existing positions or handled in other way such as short-term contracts, etc. There are no other existing positions that can perform these duties. Contracting for the service is not appropriate because these duties will be ongoing, not short term. 3. How will new position Increase the efficiency/effectiveness of operations? (Use productivity measurements where possible.): Allocating this position will improve efficiency by allowing clerical tasks to be delegated to this position which could handle the tasks more efficiently and would therefore allow other positions to be more efficient and effective in their duties. 08/20/0610:44 AM New Position Form Page 2 4. Alternatives that were considered in lieu of new position. (Have technological changes been considered?) Currently each person handles their own clerical duties or assigns the tasks to a Student Helper when available. This takes valuable time away from each persons specialized duties that would be better handled by someone with the required clerical skills of a Clerk III. 5. Why were manpower needs not planned through budgetary process? We have tried to handle these duties with existing staff, however, the recent audit by the Legislative Auditors has shown that we really do need additional manpower with these specialized skills. 6. List other rationale or pertinent statements and data: Creating this position is a necessary step toward establishing the staffing needed for the Department to handle its own administrative duties. DCS CP-002 (2/93) 08/20/0610:44 AM DEPARTMENT OF CIVIL SERVICE 1. Position No. NEW COUNTY OF HAWAII LOCATION POSITION DESCRIPTION FORM Dept. Environmental Mngt. Type: Civil Service ( X) Exempt ( ) Div. or Bur. Administration Permanent ( X) Temporary ( ) Section Business Services Full Time ( X) Part-Time ( ) Geog. Loc. Hilo 2. FOR CIVIL SERVICE USE ONLY Allocation Class Clerk III Salary Range SR-10 Effective Date Approved: Date By: Authority Date Director of Personnel 3. DUTIES OF THE POSITION List each duty assigned to the position separately. Arrange these duties in logical order beginning with those pertormed most trequently and billowed by those performed occasionally. Be clear, complete, and concise. Stick to statements of fact; avoid the use of vague or general terms. Give an estimate of the average amount of time spent in performing each major duty. If a reallocation of the position is requested, show the exact changes in duties, reasons for these changes and the exact date when these changes occurred. If more space is needed, use a blank sheet and attach to this form. Summary of Duties: Show Performs a variety of difficult clerical or routine administrative work in preparing, checking, reviewing, evaluating, and % refining forms, records, and similar materials; prepares reports and maintains continuing records; may supervise others; and performs other related duties as required. of time Examples of Duties: 1. Processes consultant and other contract documents, including notices, special provisions and specifications for 25% conformance with State procurement law, Federal regulations, and General Requirements and covenants. Assists project managers with scheduling meetings and timetables for bids and requests for proposals. Prepares award letters, contracts, and other necessary documents; drafts consultant contracts and requests for proposals, all in compliance with rules, regulations and laws. (1,2) 2. Processes supplemental contracts for execution as required and in accordance with rules, regulations and laws. (1,2) 15% 3, Distributes executed contracts. Routes and tracks bid documents from Purchasing to the Divisions. Updates 15% database of contracts processed through the Department including information relating to dates, amounts, current status and other specifics of the contracts. (1,2) 4. Keeps all required documents, such as insurance certificates current and active for the life of the contract. 10% Receives necessary closing documents, including tax clearances and the department's acknowledgement of final acceptance. Sets up and maintains files and revises system as necessary; codes and indexes records. (1,2) 5. Types letters, memoranda, reports, specifications, statements, forms, and other materials into final form from 10% rough or corrected copy; checks and proofreads typewritten materials. Composes routine correspondence and letters of acknowledgement. (1,2) 6. Answers telephone and takes or relays messages and calls. (2) 10% 7. Follows departmental rules, instructions and procedures relating to the processing of contract documents. Assists 5% staff on current procurement regulations and their applicability to contracts. (1,2) g, Provides general information and resolves complaints by outside parties involving interpretation and explanation of 5% regulations, policies, and procedures, and knowledge of the agency's purposes and functions. (2) 9. Performs other related duties as required. (2) 5% Key: 1) The performance of this function is the reason that this job exists. 2) The number of other employees available to perform this function is limited. 3) This function is highly specialized and employee is hired for special expertise. 4) Other evidence. 4. Supervision Received Give the position no. and title of immediate supervisor of this position. Position Number New Title: Contracts Technician 5, SUPERVISORY RESPONSIBILITIES OF THE POSITION List must coincide with the official organization chart. Position No. Title Nature of Supervision none DCS CP-I (2/90) 6. Present Class new Pay Grade SR-10 7. REQUESTED ACTION New Position-Initial Allocation ( X ) Changes in Duties and Responsibilities-Reallocation ( ) Redescription-Review ( ) Effective Date Requested Class Allocation Clerk III Pay Grade SR-10 8. CERTIFICATION OF EMPLOYEE The duties & responsibilities described above are accurate and complete. Employee's Name (Print) Vacant Employee's Signature Date 9. STATEMENT OF IMMEDIATE SUPERVISOR a. Describe the nature and extent of supervision which you exercise over this position. Direct Supervision b. Indicate the qualifications absolutely necessary to perform the duties of the position. Keep in mind the position itself and the qualifications a new employee must bring to the position rather than the qualifications of the employee who now occupies it. Education - General Basic Qualifications Necessary for Work Performance Circle highest (Elementary and Hi School I 2 3 a 5 6 7 s 9 to a tz Special or Professional: (College) 1 2 3 4 1 2 3 4 Kind: Work Experience - Kind Training and Experience: and length in years: A combination of education and experience substantially equivalent to graduation from high school, and three (3) years of clerical experience which shall have included some typing. A current typing proficiency certificate with a minimum typing speed of 40 net words per minute must be presented at Knowledge, Skills and Knowledge of: office practices and procedures; filing methods and systems; grammar, spelling, and word abilities usage; the purposes and uses of standard office machines; principles and practices of supervision. Ability to: and numb(type at the rate of 40 net words per minute; make arithmetic computations; compare names operate standard office machines and equipment; understand, interpret, and explain laws, ordinances, regulations, and policies pertinent to the department; give and follow oral and written instructions; deal tactfully and effectively with the public and resolve complaints; supervise and work harmoniously with others. Physical Requirements: Persons seeking appointment to positions in this class must meet the health and physical condition standards deemed necessary and proper for performance of the duties. Physical Effort Grouping: Light Licenses or certificates required: Possession of a valid State of Hawaii driver's license (Class 3) or any other valid comparable motor vehicle operator's license as applicable to the position. 10 CERTIFICATION OF IMMEDIATE SUPERVISOR I certify that the above statements are accurate and complete. Immediate Supervisor's Signature Date 11. CERTIFICATION OF DIVISION HEAD I certify that the above statements are accurate and complete. Division Head's Signature Date 12. CERTIFICATION OF DEPARTMENT HEAD I certify that the above statements are accurate and complete to the best of my knowledge Date O ~ Z/ 06 Department Head's Signature Distribution: Original - Civil Service, 1 st Copy - Department, 2nd Copy - Employee SOURCE OF FUNDS FOR NEW POSITION/REALLOCATION/CHANGE IN HE 1. COMPUTATION OF FUNDS REQUIRED FOR POSITION NO. New- Clerk III (If no position number indicate "new".) a) New monthly salary (10/01 /06) $ 2,314 b) Present monthly salary specifically included in FY 06-07 budget (If NOT BUDGETED, INDICATE -0-) $ 0 C) Net funds required (Item "a" minus Item 'b") $ 2,314 d) Remaining number of months in current fiscal year 9 e) Funds required in remainder of fiscal year (Items "c" x Item "d") $ 20,826 2. AVAILABILITY OF FUNDS a) What is the position's fund source (county, state, federal)? County b) Funds are budgeted in account number: (requested) 010.671.5671.01.011 C) Funds are available in account number: Transfer to account number: d) Request to transfer funds for reallocation: From: 010-911-5911.70-341 Provision for Reallocation Total Amount To: Account Number Account Title I certify that the information is correct and funds are available, and that the funds may be used for the classification action as requested. `/yZ41;9~-/.111~- O/z1 /06 Department Head Date DCS CP-004 (2/93) Rev. 8/94; 8/97 °o g L ~a U r~ m ~ oa U p V 033 ~ V ~ O y V O N `3 Q,n -x v v v= N (J V y V_p GV y G t O ~y O O~ O y O ~ M O G r~ G O U M a^ L N N v U Qq ~ 0 3 G ° v1 M C m t ¢ n m R=~ a 3 AM e ? 0 r.+ V R ~ O y X xi ~ ~ e ~ N M ti u m U Q O p `n Q ~ 3 L ~ V C V ~ O U ~ G a V 4Wr N L a do q ~ e y N a v A 0 ~ U 'c o E U ~ O ~ N 9 a V U N ~D a o aoo N M N ~ ^ p aCE~ 7 ~ v 0 N y N m ~ O A Z. U v o8 o .a o 0. U ti s~ ~ U d ~ W O M ~ C O N Z N U V h U V~ d o G O ~ O y V O N N U1 1~ y y O M C O U M X v U ~ 'J a+ C O~ y E M v s V ~ ~ O ~w t ¢ M Rau 'c 3 n e s o ' U M C M G ? N M ~ [~/1 W G jy ~ U C C ' Q m o W ~ o 0 C ~ N ~E _ G m {y ^ R X C6 A v ao O a N C U N ~ c N~ C O ' U h E a, 0 N M ry F . i v E y h ~ y~ C ro r U