HomeMy WebLinkAbout28-Human Resources
,
,
ORIGINAL
CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
From: LINN LIVINGSTON,
DIRECTOR OF HUMAN RESOURCES
Subject: RECLASSIFICATIONS AND RE-
ORGANIZATION OF THE WORKERS'
COMPENSATION DIVISION OF THE
HUMAN RESOURCES DEPARTMENT.
Dept: HUMAN RESOURCES
Date: APRIL 20, 2006
MlCC Meeting Date: May 1,2006
Synopsis of Previous Council Action:
On March 21, 2005 the Mayor and Council approved the reclassification of the positions of Risk Management
Coordinator and Liability Claims Adjuster, a salary range adjustment for the Workers' Compensation Manager, and
transfer the Human Resources Supervisor from the Confidential group to the Management Group.
On April 24, 2006 the Personnel Committee recommended this item for approval by Mayor and Council.
Recommended Motion:
1. Reclassify the position of Workers' Compensation Specialist, range 1387, $3,059 - $3,718 to Workers'
Compensation Adjuster, range 1449, $4,167 - $5,065 per month.
2. Reclassify the Workers' Compensation Assistant, range 1342, $2,444 - $2,971, to Workers' Compensation
Medical Only Adjuster, range 1372, $2,838 - $3,450 per month.
3. Add the position of Account Clerk II, range 1331, $2,313 - $2,812 per month.
4. Authorize the Director of Human Resources to update ~~4.
. Signature
Contact person:
Phone:
Supporting data attached:
Ward:
FUNDING REQUIREMENTS:
Amount:_$9,800 (FY2005-06)$58,700 (FY 2006-07)
Source: (Acct. No.)
678-452-5XXXX
(Acct. Description)
Salarv/Benefits
Finance:
Council Notes:
Agenda Item No. ~g
5/1 /e)(~
"
CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
Staff Report
Subiect:
Reclassification and re-organization of the Workers' Compensation section ofthe Human
Resources Department.
Back2round:
The City of San Bernardino's workers' compensation program is self-insured and self-
administered. The Workers' Compensation Manager is responsible for managing this division
which currently has two (2) Workers' Compensation Specialists and two (2) Workers'
Compensation Claims Assistants. We currently have a vacancy in the Specialist position and
must fill the position under the new requirements of a legal mandate.
As a result of Assembly Bill 1252 (Matthews), on February 22,2006, the City of San Bernardino
was required to certify all claims staff to meet minimum standards of training and/or experience
in order to adjust workers' compensation claims. This certification must be reported to the
Insurance Commissioner on or before July I st of each year. The regulations specify both the
training and experience required for adjusters. Failure to meet training or experience
requirements will result in an inability to adjust workers' compensation claims in California.
The City's staff must meet these standards in order to continue to self-administer our program.
In an effort to retain current staff members and maximize the recruitment for the current vacant
position a classification/compensation study was completed. The study indicates that both
positions are more then 20% below market and the Adjuster is 45% below market.
Additionally, due to the changes in the State law by Senate Bill 899 effective in 2004, the City's
Workers' Compensation Division has experienced a significant increase in the number of
deadlines that must be met. Labor Code 4610 requires that medical treatment decisions must be
made within five (5) working days. The only exception to this is when additional medical
information is necessary for clarification, in which case a decision must be made within fourteen
(14) days. The new law also requires that medical billing be paid within sixty (60) days. Since
2000, the City has added 311 employees who are covered by workers' compensation insurance,
which has caused an increase in workers' compensation claims handled by the Division. In
2000, the Workers' Compensation Division handled a total of 431 claims by year-end compared
to a current total of 551 open claims. This has also substantially increased the number of bills
processed by Division staff.
The following changes/additions are recommended:
Reclassifv Workers Compensation Specialist to Workers' Compensation Adiuster
Workers' Compensation Specialist is responsible for determining the validity of each worker's
compensation claim. They establish a case reserve, approve and process all workers'
compensation benefits, may hire investigators or other professionals and may negotiate
settlements of claims within the recommended authority and approval of the Mayor and
Common Council. These positions are responsible for the monitoring of claims expenditures,
communication with physicians, supervisors, employees and attorneys regarding illnesses or
injuries related to employment
Workers' Compensation Adjusters will now be required to have five (5) years (previously two
(2) years) in the last eight (8) years of on-the-job experience adjusting California workers'
compensation claims or supervising claims adjusters handling workers' compensation claims. In
addition they must have successfully completed the Self-Insurance Exam written examination
and have either worked as a claims adjuster or supervisor of workers' compensation claims
continuously since passing the examination, or passed the exam within the previous five years.
Another requirement is that the employee must complete 30 hours of training every two years.
The current staff member was pro-active and meets the newly mandated requirements.
After surveying other cities that self-insure and self-administer workers' compensation functions
it was found that this position is 45% below the average (survey attached).
Reclassify Workers' Compensation Assistant to Workers' Compensation Medical Only
Adiuster
The Workers' Compensation Medical Only Adjusters are responsible for determining the
validity of a workers' compensation claim involving medical workers' compensation benefits
only, as defined under Labor Code section 4600. The medical only claims adjuster may establish
medical treatment reserves, approve and process medical benefits, and negotiates settlement of
medical benefits claims. This adjuster will be responsible for the immediate supervision of
medical only benefits.
Medical Only Adjusters will now be required to have at least three (3) years in the past five (5)
years of on-the-job experience adjusting California workers' compensation medical-only claims.
They also must complete 20 hours of training every two years (not previously required). Both
employees have been pro-active and meet the minimum requirements.
Survey results showed this position 20.9% below average (survey attached).
Add One (1) Account Clerk II
Due to the increased workload from changes in workers' compensation law and increased
number of employees eligible for workers' compensation benefits, the amount of staff time
needed for processing bills and claims has increased dramatically. Current staffing levels do not
adequately allow for the timely and accurate processing of bills and claims. To address this we
are recommending the addition of one Account Clerk II position. As part of processing bills and
claims, the Account Clerk would be responsible for reviewing bills for accuracy, making sure
they are properly coded for the type of injury and making sure all charges are reasonable and
necessary. Failure to properly pay bills timely could result in extensive penalties as outlined in
Labor Code 4603.2. (B) (2); the penalty for the delay of payments after a 60 working-day period
shall be increased by 15 percent together with interest at the same rates as judgements in civil
actions retroactive to the date of receipt of the bill.
In comparison to other similar size Cities with self-insured, self-administered workers'
compensation insurance, both Pomona and Riverside each have one additional clerical position
assigned to workers' compensation billing functions, as we are now requesting.
Financial Impact:
Reclassify two (2) positions of Workers' Compensation Specialist, range 1387, $3059-$3718 to
Workers' Compensation Adjuster, range 1449, $4167-$5065 per month.
Bud2eted: Recommended:
Salary $44,398 Salary $51,258
Benefits 12206 Benefits 13.184
Total $56,604 Total $64,442
Salary $44,398 Salary $51,258
Benefits 10.023 Benefits 11.001
Total $54,421 Total $62,259
Additional
Annual Cost:
$7,838
$7,838
Reclassify the Workers' Compensation Assistant, range 1342, $2444-$2971, to Workers'
Compensation Medical Only Adjuster, range 1372, $2838-$3450 per month.
Additional
Bud2eted: Recommended: Annual Cost:
Salary $36,062 Salary $38,148
Benefits 8.474 Benefits 8.775
Total $44,536 Total $46,923
Salary $35,462 Salary $37,548
Benefits 10.721 Benefits 11.023
Total $46,183 Total $48,571
$2,387
$2,388
Add the position of Account Clerk II, range 1331, $2313-$2812 per month.
Recommended:
Salary $28,452
Benefits $9.778
Total $38,230
Total Cost:
$38230
$58,681
The cost for the remainder ofFY 2005-06 is approximately $9,800. Annual cost for the proposed
changes is approximately $58,700 for FY 06-07. The Human Resources Department will require
an increase of$58,700 to the Workers' Compensation Division budget for the FY 2006-07 to
reflect the increase in salary and benefits. Since Workers' Compensation is an Internal Service
Fund, this increase in budget will be charged back to City Departments
Recommendation:
I. Reclassify the position of Workers' Compensation Specialist, range 1387, $3,059 - $3,718 to
Workers' Compensation Adjuster, range 1449, $4,167 - $5,065 per month.
2. Reclassify the Workers' Compensation Assistant, range 1342, $2,444 - $2,971, to Workers'
Compensation Medical Only Adjuster, range 1372, $2,838 - $3,450 per month.
3. Add the position of Account Clerk II, range 1331, $2,313 - $2,812 per month.
4. Authorize the Director of Human Resources to update Resolution 2005-428 and 97-244.
WORKERS' COMPENSATION ADJUSTER
AGENCY
SALARY RANGE
- - .-
MINIMUM MAXIMUM
CITY OF BURBANK
----.----.-- --------.---.----
CITY OF LONG BEACH
--~. ----_._~-_.. .---.--.-.----
CITY OF PASADENA
__________... - ___n_
CITY OF POMONA
- -- --- -.----
CITY OF GLENDALE
.______ - ___ _____.. __.n_.___n_
CITY OF RIVERSIDE
-- ----- -- -- ----------....---.--
COUNTY OF SAN BERNARDINO
__ .__ ._______ ___ ____u
COUNTY OF RIVERSIDE
AVERAGE
$4,217 $5,124
~4,~~?_.. .$5,429..
~4,407 . .$l?,5QIL
$4,475 $M:39.
$4,682 $5,80~
$1.7?5, $5,3:3L
$4,?91 . .$5,477
$3,852 $~, 147
$4,393 $5,408
n ___._
CITY OF SAN BERNARDINO
$3,059 $3,718
- - -- -- -
-45%
__n__ _._..__.___________.._._ ~ u. _ _____ ___ __.
WORKERS' COMPENSATION MEDICAL ONLY ADJUSTER
n _ n _ ___..._._
AGENCY
SALARY RANGE
MINIMUM MAXIMUM
CITY OF BURBANK
- ._.__ __ - __u____ n
CITY OF LONG BEACH
----.- --------------
CITY OF PASADENA
- - - - - -
CITY OF POMONA
--- -- - - ---~---_..._----_._._---_.._-_.-
CITY OF GLENDALE
CITY OF RIVERSIDE
__ n.__.n__.___________
COUNTY OF SAN BERNARDINO
- --.-- ----- -----------..--------.. .....-----
COUNTY OF RIVERSIDE
----- ---------.------.-.--------.--.. -.- ,.--. .t
AVERAGE
$2,786 $:3,075
$2,464. g368.
$2,902 ~:3,733
$?,015. . lM65__.
$2,433 $3&41.
~3!044 ._ $3, 7<>':3
~2,96~ .~3,I.~L__ ___
$2,8J7 ._.. $3,7~4
$2,804 $3,592
__ _n __ ___ _n_ _..___
CITY OF SAN BERNARDINO
.$2,4'!4 _
$2,971
-20.9%
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CITY OF SAN BERNARDINO
WORKERS' COMPENSATION SP.J.;(.'IALI-S+ -\Il.II'SrER
Class specifications are intended to present a descriptive list of the range of duties performed by employees in the
class. Specifications are !l!!!. intended to reflect all duties performed within the job.
SUMMARY DESCRIPTION
Under general supervision, examines and adjusts claims for Workers' Compensation benefits;
monitors claim expenditures; communicates with physicians, supervisors, employees and
attorneys regarding illnesses or injuries related to employment; and performs related work as
required.
ORGANIZATIONAL RELA TIONSIDPS
The class of Workers' Compensation Specialist is a professional-level claims adjusting class in
the Risk Management Division. Supervision is received from the Risk Management Coordinator.
REPRESENTATIVE DUTIES
The following duties are typical for positions in this classification, Any single position may not perform all of these
duties and/or may perform similar related duties not listed here:
I. Provides courteous and expeditious customer service to the general public and City department staffs.
2. Performs specialized duties involved in the coordination and control of Workers' Compensation
procedures; reviews and records injury claims of City employees which have occurred in the
performance of duties for the City; makes recommendations regarding the processing of work injury
claims by employing departments; examines claims to determine if they comply with applicable laws,
rules and regulations of the State of California; reviews injury reports for completeness and
consistency.
3, Develops documentation by requesting substantiating reports from physicians, departments and
witnesses; resolves discrepancies in data; requests investigations to verify questionable claims data;
informs employees injured on the job of their rights and benefits under the Workers' Compensation
laws; advises departments regarding procedures and reporting deadlines involving work injuries.
4. Maintains financial control on open files; monitors medical treatment; establishes case reserves based
on judgment and experience; reviews all physicians' reports, analyzing medical diagnoses and
prognoses; confers with physicians, hospital officials, attorneys, departments and employees to
determine status of cases.
5. Authorizes payment of medical bills, temporary disability, permanent disability and death benefits;
coordinates with payroll, return to work and absentee information involving employees absent due to
an on-the-job injury or illness; supervises clerical employees engaged in processing work injury
claims; maintains permanent files and records of claims data and benefits issued.
6. Prepares cases for litigation; arranges special investigative medical examinations; attends Workers'
Compensation Appeals Board hearings; researches pertinent statutes as necessary; and rates
permanent disability claims in accordance with the Labor Code, the Schedule for Rating Permanent
Disability and case law.
7. Provides assistance to various human resources staff in answering phones, providing information
regarding job openings and distributing job applications.
8. Routinely adheres to and maintains a positive attitude towards City and Department goals; and
performs related work as required.
Page-l
CITY OF SAN BERNARDI"O
Workers' Compensation Specialist (Continued)
OUALIFICATIONS
Knowledl!e of:
Modem office procedures, methods and equipment including computers and related software;
English usage, spelling, grammar and punctuation;
Business math;
Advanced record keeping methods;
Workers' Compensation laws, court decisions, principals, practices and procedures;
Standard claims evaluation techniques, references, settlements, trends and techniques;
Medical and legal terminology related to Workers' Compensation claims processing and adjusting;
Basic public relations.
Ability to:
Express ideas effectively in written and oral communications;
Establish and analyze all relevant data, effect necessary control plans and bring claims to equitable
conclusion;
Negotiate effectively, using tact and diplomacy concerning sensitive matters;
Maintain confidentiality concerning Workers' Compensation claims and investigations;
Analyze claims, assess City liability and develop case management and settlement strategies;
Read, understand, interpret and apply complex materials and concepts;
Operate a computer terminal;
Maintain accurate records;
Establish and maintain filing systems;
Understand and carry out oral and written instructions;
Establish and maintain effective working relationships with those contacted in the course of work.
Minimum Oualifications:
!__Graduation from high school or GED "'tffintl<'H\-if,ttl--ffi-r,-')"'itPi of rec.'H!--<,"'f'c'Fld,<,<'-ttI
tlfftec.,::m;. adju;tm.; and ~:HPTH..ftiftg-.~~~~~t::l1atloll B+a+t~I:lve (5) qf .!b!.:_l;!~l.Sidg
L~L".l~~!r:i-J~!l:Jb~_,:,j~)b___~ tJ.t Jll.> . h.~lt1lU i!1gL~"-QXkc(_~__S.Q.!]lR~.~1S;tLi_\2J} __~_l!~ 1J1'i~~L.j.!d1~CL~ j ~j !!.~_ ~J'_LJnJ~
a~ljll:-; It;r~m J1;lJlqJjrl..,g_\\'~l~rb;r' ~ _.. C~Ull12~l)$~ltt()U_ ,c.\ p\,'ri l' tl\.'~~, __) l.t<;~_,,'~_~J~!!J.Y,__.I,"nl1mJ~} i n~_Jt '~':)~Lf:
Jnsurancl..' EXUIll \~rilll:n (,x;~Ll1inati5Hl~~'1a\S citlLq--1LL.:\orked as a cl~1..i!l!:':'__.~~li.ldj1:~L_~
."lm~l.:Y "i ;':i~)LlIL_~~:Q[k~!)_'__~:S)n1P~:n_~~1 ~i!2,r.LL: l~lipJ::;.~~'I_l]tlJl"L(~I:'ily _~~ r}L:L:__Pi!.s~J}g_J1L~~_\.~.!l1j!l~!Ii_,}..!.}:., l.!I..J_;U
llili.:..ing the c\am \vithin the Qn:.'\'iOllS tin: vcars.
. _~__~"q~L~0nmJ.etc_JD b9~.I[5 ~J.[t'-'-!)I.l1J.!Jtl:_~:~rYJ'I.~~~l~tL~':Jr.i
1'lIst-Desil!nation Trainhll! - Cllntinuinl! Educatiou (CE) Fnits RCQuiremcnt: Claims r\(!iuslas
DlUst comnlete 30 hours of training even' tW(l (2) vears.
License or Certificate:
Possession of a valid Class "C" California Driver's License is required.
Must possess a Self-Insurance Administrator's Certificate issued by the State of Cali fomi a at
time of employment.
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The conditions herein are representative of those that must be met by an employee to successfully perform the
essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to
peiform the essential job functions,
Environment: Normal office setting.
Phvsical: Incumbents require sufficient mobility to work in an office setting and operate office
equipment.
Page - 2
CITY OF SAN BER"ARDlNO
Workers' Compensation Specialist (Continued)
~: See in the normal visual range with or without correction; vision sufficient to read small
print, computer screens and other printed documents.
Hearinl!: Hear in the normal audio range with or without correction.
APPROVED:
DATE:
Director of Human Resources
CSB APPROVED DATE:
HR/Job Descriptions-Class&Comp App:Workers.Comp.Spec.30536
Page - 3
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CITY OF SAN BERNARDINO
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WORKERS' COMPENSATION "'L\Ic~S-A~SIST.\Y" .\IEDIc.\L 0:\1.\ .\1l.11STER
Class specifications are intended to present a descriptive /ist of the range of duties performed by employees in the
class, Specifications are!!!!! intended to reflect all duties performed within the job.
SUMMARY DESCRIPTION
Under general supervision. coordinates and accomplishes a variety of administrative, technical and
clerical work pertinent to the City's Workers' Compensation program; and performs related work as
required.
ORGANIZATIONAL RELATIONSHIPS
The class of Workers' Compensation Claims Assistant is a technical level position in the Risk
Management Division. Supervision is received from the Workers' Compensation Supervisor or Workers'
Compensation Specialist.
REPRESENTATIVE DUTIES
The following duties are typical for positions in this classification, Any single position may not perform all of these
duties and/or may perform similar related duties not listed here:
I. Provides courteous and expeditious customer service to the general public and City department staffs.
2, Assists in the handling of workers' compensation claims; performs initial case setup of new files in
the City's computer system; schedules doctor appointments for claimants, as requested, and performs
necessary follow-up.
3. Compiles or extracts information from claims records as requested by Workers' Compensation
Specialists; assists in the timely processing of bills and claims; reviews bills for accuracy and proper
coding, for type of injury and reasonableness of charges; processes indemnity claims.
4, Answers routine inquiries from departments and employees regarding workers' compensation
benefits and status of cases; makes routine mathematical calculations; and maintains a variety of
records.
5.Pnn':JI.:,' i:i.:.:LtUl1C": tll \unuu._' human l\:>-llurel',: ,:181'1' in ~lTl,;v,...'rm; ph 11':.:, pro..-idin; inCormaliufl
regunJingjob ot'enin;,; and lli:;Enll"lin;Job applil'ation:,
5. Routinely adheres to and maintains a positive altitude towards City and Department goals.
'":'.I\:rjl)rn~wk~l1l (;l" r12quire;.h
6. R~~j~.\\'~,_jn\:_~>Jig~IJ('~t _ ;lJ1.~I_ PJ_()~i..;>s\.>i "n!l.?~lic~tLg11Ii_~~_(,'j~liIl~_s_ riJ~~t;l,g~lJt)~J,!b~ __~:J t}.: "lt~~~!Jl.1iD~'<; lh~
comu_lt.:.'xiIV "fll1l' \..'lairl1 and H.tcntifi~'s iSSllt.:S: n..'commends anDn)\~~Jt.:n.@1
I, _J~~~r.t~,'r!11j_!;J_~_L;b:-;l)si;!J~.<L~~Jlb_J;.h~i}!Llllj D.g~_.~~~llQ_ ti l~_~~g.D.!PJ~J.~?__m:mn)llrL~u.I;.:" t()rnb: _p-.~m~\~)Ik:
makcD~~hllt';L12h<ln~_f_nJl' [()-.f.hllmants,..k'f!0l:S. al'lilicable Citv!2nomDJ_cllts: routine t"Jib as \\ lIb
claim handlin~: sch~dlllt..:s m\..~dical aonoi[1tmcqts.
~ ,_ ._!\t: ~i~}~:j__ml;!h\;_tJLr~'ill~~~!__;L~~n.~,!jn...:j1ill.t.L)~_11~~_Y .t~2L.~,9-'1~Llli!tj_~lD_~_'!s.h.jtLi~_~m!lJ~~t.;i ,,!,mLQIJT~lln~~nL
r~)l?5.n!J~_,hL jJ}~llliJi\?s. _\~rb;!JJs.__;!Jl~.LirL.~~':Li!!ng:..._r~l..'l' i \'~lLJ1()nl._1JJ~ I ran~:"_f ;~llis..r~gO\.: tl )r'.;. ._gl)g
~Ji!..u.Tlant~
t) \:1 ~Ji~H~1 r}~,;m~lp~l.u ~__l)i.~:!D~_\).Q, .lll~L.li~a tt)llILr;t.tiI1J~:P;1~:~~'J<oli!lJ;-~r~'JJI\""l.J n~_qIiI..'JJ bUl:j;,J~'\,i~~\,?, ..11\ ;1\ l\_I.J
Page -1
CITV OF SAN BERNARDINO
Workers' Compensation Claims Assistant (Continued)
dtlPJl,~',~t!~~IL 1)..t'_p~I_\:!nL:!1t.:_ l~_~):,l:::i ~J1h.t 0;,ll~.l!]~~~, pa_)JiJl'lJ t.~: C~)IT~\"'~.~ tJ:!;.~LQ!~_~lipg ~'JT(_)r-~,
! \). I\Tl~)r'n~.r~l~!tC(J ~Yl~!'k:,l." rCljll~~\'ll.
1, .1.: :'\'i'i.!.::1- \ \' oJ1_c;{~J.~QJ_:n12~:Ll..~.~!J i O!~~!.~I.cr:-. _ll.;i_J.J~~t~~L_Jll::!~,l,;_a l c l!1lll:_b.~~!l~1l1 s {lJ1JC! !!UQ.G:l!l....JG..~lb_ijJll
~':J~~_'i._;m~L~~mlRklC 1_!~!Ji~l;~,.!9_P!.I~r:!~JLb;~~cd lm_/\~h~.L~t,(~~> ~WI~!9y;!L
GENERAL QUALIFICATIONS
Knowledl!e of:
Modem office procedures, methods and equipment including computers and related software;
Proper English usage, spelling, grammar and punctuation;
Business math;
Advanced record keeping methods;
Worker's Compensation laws and procedures;
Standard claims evaluation techniques;
Medical and legal terminology related to Workers' Compensation;
Basic public relations.
Abilitv to:
Express ideas effectively, both orally and in writing;
Maintain confidentiality of records;
Read, understand, interpret and apply complex materials and concepts;
Operate a variety of office equipment including a computer and applicable software applications;
Operate a calculator accurately;
Establish and maintain accurate records;
Understand and carry out oral and written instructions;
Establish and maintain effective relationships with those contacted in the course of work.
Minimum Oualifications:
Graduation from high school or G.E.D., lEA (Insurance Educational Association) certificate and three
(3) years of responsible workers' compensation claims and clerical experience, preferably assisting a
workers' compensation examiner. lEA certificate can be substituted for one (I) full year of workers'
compensation experience, In lieu of lEA certificate, a total of four (4) years of full-time workers'
compensation experience is required. Typing speed of 40 WPM is required. HaY~_~!Lh:g"U_jSiJI".!D
the past 5 v(.'ars of on-the-iob e'l:neri~nce adiustitw: California workers' comDl'n~ation I11cdiclll-onlv
l.:Jaims.
P",I-Dcs;!!"at;o" Train;"!! - Conl;nn;n!! Educat;on leE) \:nits RClluircmcnt: Claims :\diuslcrs
!lllist C_(l.!.EP1ete :!O hours or trainill~ l'yerv t\'.i!-{l.Ly~~rs.
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The conditions herein are representative of those that must be met by an employee to successfully perform the
essential functions of this job, Reasonable accommodations may be made to enable individuals with disabilities to
perform the essential job functions,
Environment: Normal office setting.
Phvsical: Incumbents require sufficient mobility to work in an office setting and operate office
equipment.
Vision: See in the normal visual range with or without correction; vision sufficient to read small
Page - 2
CITY OF SAN BERNARDINO
Workers' Compensation Claims Assistant (Continued)
print, computer screens and other printed documents.
Hearinl!: Hear in the normal audio range with or without correction.
APPROVED:
DATE:
Director of Human Resources
CSB APPROVED DATE:
HR/Job Descriptions-Class&Comp App:Workers.Comp.Claims,Asst.30537
Page - 3
CITY OF SAN BERNARDINO
ACCOUNT CLERK II
Class specifications are intended to present a descriptive list of the range of duties performed by employees in the
class, Specifications are not intended to reflect 01/ duties performed within the job.
SUMMARY DESCRIPTION
Under general supervision, performs a variety of specialized and responsible accounting work of average
difficulty in connection with the preparation, review and maintenance of financial and statistical records
and processing of payroll; and perfonns related work as required.
ORGANIZATIONAL RELATIONSHIPS
The class of Account Clerk II is the journey level in the account clerical series. Supervision is received
from an accountant or supervising personnel of the assigned department.
REPRESENT A TIVE DUTIES
The fol/owing duties are typical for positions in this classification. Any single position may not perform 01/ of these
duties and/or may perform similar related duties not listed here:
I. Provides courteous and expeditious customer service to the general public and City department staffs.
2. Perfonns account record keeping and analysis of average difficulty in an assigned area of
responsibility; researches packing slips and invoices and obtains authorization for payment; checks
prices, extensions, tax and discounts; codes invoices for payment; batches documents for computer
input; enters account and purchase order numbers, vendor numbers, amounts of payables and related
data to computer tenninal.
3. Assembles accounts payable documents for approval; calculates unit cost of stock; audits summaries,
enters to computer and prepares worksheets; enters journal entries and edits data processing print-
outs; posts infonnation to a variety of records, and controls and balances records; prepares fmancial
related reports; audits documents for accuracy of computation and completion.
4. Collects, sorts and posts bills, invoices, receipts and other data; posts, checks balances and adjusts
accounts; makes arithmetical calculations and checks various statistical and accounting tables and
reports; reconciles records to established balances, identifying and/or resolving discrepancies; reviews
invoices and receiving reports for adequacy and accuracy and prepares vouchers and checks for
payment of obligations.
5. Generates request for payment letters for NSF checks; records and receipts all payments for NSF
checks; distributes a copy of payment to appropriate department; maintains and files payment
receipts; prepares non payments for sending to collections.
6. Accepts. applications for new customer services and prepares appropriate work orders for
departments; provides assistance to low income applicants in processing applications; inputs data to
establish accounts; bills for services; corrects billing errors and closes accounts by means of computer
tenninal; audits bills; stuffs envelopes; prepares listings of past due accounts; answers customer
complaints, referring to supervisor as appropriate; prepares handwritten materials; prepares journal
vouchers.
7. Calculates and verifieS all infonnation relating to City tax exemptions; generates reports of City tax
exemption status; processes requests for payments for refunds of City tax; calculates City tax charged
in error on utility bills.
8. Inputs payroll time sheets for employees; types payroll checks; processes payroll wage garnishments;
posts vacation, sick leave, holiday, comp time, military leave and overtime accrued; requests warrants
for payroll deduction payments; generates fonns and reports for various payroll records.
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CITY OF SAN BERNARDINO
Account Clerk II (Continued)
9, Answers telephone; performs varied general clerical work for assigned work unit; operates a
calculator, computer terminal, word processor, photocopier, typewriter, and related equipment; types
letters, memoranda, schedules, checks, lists, reports and related documents.
10. Accepts and processes paperwork for the administration of US Passport applications.
11, As assigned, collects, balances, prepares report and submits to central cashier daily revenue taken in
by the department.
12. Routinely adheres to and maintains a positive attitude towards City and Department goals; and
performs related work as required.
GENERAL QUALIFICATIONS
Knowledl!e of:
Advanced account record keeping methods;
Accounting principles, procedures and terminology;
Data processing as applied to accounting work;
Modern office procedures; methods and equipment including a calculator, computer and related
software.
Operation of general office machines and equipment including a computer terminal and calculator;
Spreadsheet applications;
Business math;
English usage, spelling, grammar and punctuation;
Basic customer service principles.
Ability to:
Perform financial and statistical clerical work;
Maintain accurate and interrelated financial records and identify and reconcile errors;
Accomplish alphabetical and numerical sorting;
Write legibly;
Make comparisons quickly and accurately;
Read, understand and apply moderately difficult materials;
Operate a variety of office equipment including a calculator, computer and applicable software
applications.
Prepare clear and accurate financial reports and statements;
Understand and carry out oral and written instructions;
Establish and maintain effective relationships with those contacted in the course of work.
Minimum Qualifications:
Graduation from high school or GED equivalent and one year of recent intermediate-level clerical
accounting experience; or, six months as Account Clerk I with the City of San Bernardino.
PHYSICAL DEMANDS AND WORKING ENVIRONMENT
The conditions herein are representative of those that must be met by an employee ta successfUlly perform the
essential functions of this job, Reasonable accommodations may be made to enable individuals with disabilities to
perform the essential job functions.
Environment: Normal office setting.
Phvsical: Incumbents require sufficient mobility to work in an office setting and operate office
equipment; transport materials and supplies weighing up to 20 pounds.
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CITY OF SAN BERNARDINO
Account Clerk II (Colltillued)
Vision: See in the normal visual range with or without correction; vision sufficient to read small
print, numerical figures, computer screens and other printed documents.
BeanD!!:: Hear in the normal audio range with or without correction.
APPROVED: ~~ ~
Director of Hu Resources
DATE:
Ii} /:x /01
.
(0 In Ie) I
CSB APPROVED DATE:
HRlJob Descriptioos-Class&Comp App:Account.Clerk.II.3003 \
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