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HomeMy WebLinkAboutResolutions - 2016.03.30 - 22243MISCELLANEOUS RESOLUTION #16 061 March 30, 2016 BY: Human Resources Committee, Robert Hoffman, Chairperson IN RE: HUMAN RESOURCES DEPARTMENT - SALARY ADMINISTRATION PLAN 2' QUARTERLY REPORT FOR FY2016 To the Oakland County Board of Commissioners Chairperson, Ladies and Gentlemen: WHEREAS the Salary Administration Plan approved by the Board of Commissioners for Salary Grades 1 -21 provides a process for departments and employees to request a review of the salary grade placement of classifications; and WHEREAS the 2' Quarterly Report for FY 2016 identifies the job studies conducted and the salary grade changes recommended by the Human Resources Department after completion of this review process; and WHEREAS funding is available in the Classification and Rate Change fund to implement any GF/GP salary grade changes resulting from this Salary Administration Plan Quarterly Report recommendation; and NOW THEREFORE BE IT RESOLVED that the Oakland Board of Commissioners authorizes implementation of the Salary Administration Plan 2'd Quarterly Report for FY 2016. BE IT FURTHER RESOLVED to increase the salary grade of the following classifications: Classification From Grade Points To Grade Points Friend of the Court Family Counselor 13 445 15 490 Supervisor — Friend of the Court Family 14 476 16 526 Counselor to a new title of Friend of the Court Family Counselor Supervisor Public Health Nursing Supervisor 14 to a new title of Supervisor — Public Health Nursing 476 16 526 Supervisor — Information Services 15 498 17 578 Chief — Field Nursing 16 552 17 577 Chief Clinic & Special Programs 16 552 17 577 BE IT FURTHER RESOLVED to change the total points of the following classifications with no change in salary grade: Classification Grade From Points To Points Chief Custodial Services 14 477 487 Manager — WRC 21 781 812 BE IT FURTHER RESOLVED to create the following new classifications: Classification FLSA Status Salary Grade Total Points Vaccine Supply Coordinator Non-Exempt 8 290 Supervisor — Probate Court Operations Non-Exempt 12 419 Administrator — Business Development Exempt 18 631 Administrator—Financial Services Exempt 19 697 Manager—Planning Exempt 21 787 BE IT FURTHER RESOLVED to upwardly reclassify the following positions: Position Current Classification Grade New Classification Grade 1060234-07559 Vaccine Supply Clerk 6 Vaccine Supply Coordinator 8 1060234-02436 Vaccine Supply Clerk 6 Vaccine Supply Coordinator 8 3040403-07511 Office Supervisor II 10 Supervisor—Probate Court Operations 12 1090205-05258 Supervisor Business Dev 16 Administrator—Business Development 18 1090202-04722 Supervisor Financial Svcs EXC Administrator — Financial Services 19 1090204-02004 Supervisor — Planning 16 Manager — Planning 21 Chairperson, on behalf of the Human Resources Committee, I move the adoption of the foregoing resolution. HUMAN RESOURCES COMMITTEE HUMAN RESOURCES COMMITTEE VOTE: Motion carried unanimously on a roll call vote. OAKLAND COUNTY SALARY ADMINISTRATION SECOND QUARTERLY REPORT FOR FY2016 03/23/16 CONTENTS Miscellaneous Resolution Background Summary IV. Human Resources Department Recommendations V. Reasons for Recommended Changes VI. Job Descriptions for New Classifications OAKLAND COUNTY SALARY ADMINISTRATION SECOND QUARTERLY REPORT FOR FY2016 03/23/16 PART II- BACKGROUND BACKGROUND Per Merit Rule 2, the Salary Administration Plan provides for a review and appeal process of salary grade placements, it requires presentation of a quarterly report to the Human Resources Committee of reviews conducted during the quarter by the Human Resources Department, and of appeals heard by theJob Evaluation Review Panel if applicable. The Human Resources and Finance Committees and the Board of Commissioners must approve any recommended changes in grade level priorto becoming effective. Funds are contained in the FY16 Budget specifically for classification and rate changes resulting from these reviews. In cases where the Human Resources Department is not recommending a change in salary grade, an additional appeal step has been provided, Departments wishingto appeal one of their requests may appeal directly to the Job Evaluation Review Panel. Employees wishing to appeal their re-evaluations must submit a request in writing to the Human Resources Committee. The Human Resources Committee may receive and file the request, or advance the request to the Job Evaluation Review Panel. OAKLAND COUNTY SALARY ADMINISTRATION SECOND QUARTERLY REPORT FOR FY2016 03/23/16 PART III - SUMMARY PAGE Position Activity Summary Activity Classes Positions Up: 10 37 Same; 2 3 Down: 0 0 Newly Placed on Plan: 1 1 Removed from the Plan: 0 0 Total Requested for Review: 13 41 Pay Period Information Number of Pay Periods this FY: 26 Number of Remaining Pay Periods in FY: 11 Effective Date: 04/30/16 Salaries Increase Summary GF/GP $37,051 0 $14,418 $51,469 $87,574 488 $34,080 $122,141 PR / SR $5,841 183 $2,260 $8,284 $13,806 $1,998 $15,804 Remainder of FY Salaries Increase: Remainder of FY Si. Increase: Remainder of FY Benefits Increase: Remainder of FY Total Increase: Fiscal Year Salaries Increase: FY Service increment (Si.) Increase: Fiscal Year Benefits Increase: Fiscal Year Total Increase: Note: Annual rates are shown for illustrative purposes only. OAKLAND COUNTY SALARY ADMINISTRATION SECOND QUARTERLY REPORT FOR FY2016 03/23/16 PART IV - HUMAN RESOURCES DEPARTMENT RECOMMENDATIONS Dep rtment/Division • Classification Last Studied # of Positions Current Grade Proposed Grade Current Points Proposed Points Remainder Salaries GF/GP Funds of Year PR/SR Funds Probate Court Office Supervisor If to new class: Supervisor Probate Court -- 1 10 12 341 419 $1,762 Operations Circuit Court / Friend of the Court Supervisor Friend of the Court Family Counselor to new title: Friend of the Court Family 2004 2 14 16 476 526 $5,464 Counselor Supervisor Circuit Court / Friend of the Court Friend of the Court Family Counselor 2000 16 13 15 445 490 $41,736 Economic Development & Community Affairs Supervisor Information Services 2002 MR # 02082 1 15 17 498 578 $3.,147 Economic Development & Community Affairs Supervisor Planning to new class: Manager Planning 2000 1 16 21 557 787 $4,206 Economic Development & Community Affairs Supervisor Business Development to new class: Administrator Business 1999 1 16 18 528 631 $3,018 Development Economic Development & Community Affairs Supervisor Financial Services to new class: Administrator Financial 2000 MR# 00094 1 N/A 19 N/A . 697 $3,982 Services Health & Human Services Health Division Vaccine Supply Clerk to new class: 2006 2 6 8 240 290 $3,030 Vaccine Supply Coordinator Facilities Management Department/FM&O Chief Custodial Services 1 14 14 477 487 $0 Health & Human Services Health Division Public Health Nursing Supervisor to new title: Supervisor — Public Health 11 14 16 476 526 $29,710 . $2,555 Nursing Health & Human Services Health Division Chief— Field Nursing - 1 16 17 552 577 $2,690 Health & Human Services Health Division Chief— Clinic & Special Programs - 1 16 17 552 577 $2,690 Water Resources Commissioner Manager WRC - 2 21 21 781 812 0 OAKLAND COUNTY SALARY ADMINISTRATION SECOND QUARTERLY REPORT FOR FY2016 03/23/16 PART V REASONS FOR RECOMMENDED CHANGES Department/Division Classification Explanation of Factor Changes Probate Court Office Supervisor il to new class: Increase Factor 3, Supervisory Responsibility, from 79/46 to 70/49 to reflect the increase in managerial authority as well as the number of staff supervised. Increase Factor 4, Problem Solving, from 3/55 to 4/70 to reflect the increased complexity of problems encountered regarding legal operations and workflow matters. increase Factor 5, Communication, from 113/15 to 3A/55 to reflect the increased amount of time spent in sensitive conversations or in confrontational situations. Increase Factor 6, Accountability, from 3A/35 to 4A/55 to reflect that this position performs tasks under direction, often works independently, reports to an administrator and must be able to successfully implement solutions so that Probate Court is operating effectively. Supervisor Probate Court Operations Circuit Court / Friend of the Court Supervisor Friend of the Court Family Counselor to new title: Increase Factor 4, Problem Solving, from 4/70 to 5/95 to reflect the increased complexity of problems encountered which require interpreting and integrating large amounts of data or information, much of which remains intangible and of limited or unknown reliability. Increase Factor 5, Communication, from 4A/80 to 4B/85 to reflect the increased amount of time spent communicating and dealing with people in situations that have a high likelihood of becoming sensitive or confrontational. Increase Factor 9, Accident or Hazards, from 1C/5 to 3A/25 to reflect the tasks performed on the job that produce exposure to injuries or health hazards due to contact with dangerous persons. Friend of the Court Family Counselor Supervisor • Circuit Court / Friend of the Court Friend of the Court Family Counselor Increase Factor 4, Problem Solving, from 4/70 to 5/95 to reflect the increased complexity of problems encountered which require interpreting and integrating large amounts of data or information, much of which remains intangible and of limited or unknown reliability. Increase Factor 5, Communication, from 4A/80 to 49/85 to reflect the increased amount of time spent communicating and dealing with people in situations that have a high likelihood of becoming sensitive or confrontational. Increase Factor 9, Accident or Hazards, from 1C/5 to 3A/25 to reflect the tasks performed on the job that produce exposure to injuries or health hazards due to contact with dangerous persons Economic Development &Community Affairs Supervisor Information Services Increase Factor 3, Supervisory Responsibility, from 7A/43 to 8A/53 to reflect the increase in managerial authority as well as the number of staff supervised (5). Increase Factor 5, Communications, from 3A/55 to 3B/60 to reflect the increase time spent communicating with a variety of clients. Increase Factor 6, Accountability, from 4A/55 to 6A/110 to reflect that work is performed under general direction and incumbent is responsible for revenues, expenses or control of resources of less than $1,500,000 at approximately $730,000. Increase Factor 8, Physical Demands, from 105 to 2A/10 to recognize that up to 25% of work time involves standing, walking, lifting and carrying packages up to 10 pounds. Increase Factor 9, Accident or Health Hazards, from 1C/5 to 2A/10 to reflect that incumbent is exposed to car accidents while driving to the various businesses, communities to make presentations. Economic Development & Community Affairs Supervisor Planning to new class: Manager Planning Increase Factor 2, Work Experience, from 6/100 to 7/130 reflect that performance of this job requires seven or more years of experience. Increase Factor 3, Supervisory Responsibility, from 83/56 to 163/136 to reflect the increase in managerial authority as well as the number of staff supervised (14 FTE's). Increase Factor 4, Problem Solving, from 5/95 to 6B/135 to reflect that the job now involves gathering and interpreting data, much of which is non-quantifiable and of questionable reliability including coming up with creative solutions and designing new programs. Problems encountered impacts the well-being of and the civil and legal rights of a substantial number of County citizens, increase Factor 5, Communications, from 3A/55 to 4A/80 to reflect the increase time spent communicating with a variety of clients, including other planners, partners, clients and public officials. Increase Factor 6, Accountability, from 5C/86 to 613/115 to reflect that work is performed under general direction and that this position is responsible for a total budget of $1,500,000 to $15,000,000. Increase Factor 7, Mental Concentration, from 3/40 to 4/55 to recognize that incumbent spends up to 60% of the time on tasks (developing and implementing new county programs or making enhancement to current programs.) requiring a high level of mental concentration. increase Factor 8, Physical Demands, from 105 to 213/15 to reflect that incumbent spends over 25% of work time standing, walking, lifting and/or carrying packages the weigh up to 10 pounds including laptops, charts and displays. Economic Development & Community Affairs Supervisor Business Development to new class: Administrator increase Factor 3, Supervisory Responsibility, from 8A/53 to 813/56 to reflect the increase in managerial authority as well as the number of staff supervised. Increase Factor 4, Problem Solving, from 5/95 to 63/135 to reflect that the job involves gathering and interpreting data, much of which is non-quantifiable and of questionable reliability including reviewing marketing plans, analyzing reports and verifying metrics gathered by client tracking systems, meeting with and solving problems of real estate brokers, local, state and federal officials to assure that property acquisition process is streamlined and that impediments to business relocation are removed. Problems encountered impacts the well-being of and the civil and legal rights of a substantial number of County citizens.. Increase Factor 5, Communications, from 3A/55 to 4A/80 to reflect the increase time spent communicating with a variety of clients and stakeholders. Increase Factor 6, Accountability, from 5A/80 to 6B/110 to reflect that this position is responsible for a total budget of over $1,585,046. Increase Factor 8, Physical Demands, from 105 to 2A/10 to reflect that up to 25% of work time involves standing, walking, lifting and carrying packages up to 10 pounds. Business Development Economic Development & Community Affairs Supervisor Financial Services to new class: Administrator This classification is new to SAP Recommend Factor 1, Job Related Knowledge & Skills at 6/80 to reflect that the job requires a professional level of knowledge in a specialized field such as a Bachelor Degree in Business Administration, Economics or closely related field. Recommend Factor 2, Work Experience at 6/100 to reflect that job requires between five and seven years of experience in the public or private sector managing a business or non-profit organization. Recommend Factor 3, Supervisory Responsibility at 8A/53 to credit incumbent for supervising and directing a staff of 8 full time eligible employees. .Recommend Factor 4, Problem Solving, at 6A/125 to reflect that the job involves gathering and interpreting data, much of which is non-quantifiable and of questionable reliability including loan request information, budgets, business liquidations or litigation issue. Problems encountered impacts the well-being of and the civil and legal rights of a limited number of County citizens. Recommend Factor 5, Communications at 4B/85 to reflectthat the incumbent spends up to 50% of the work time in communications dealing with people and situations that have a high likelihood of becoming sensitive or confrontational (dealing with EDC/BFC boards, members of Congress, brokers, public officials and the media). Recommend Factor 5, Accountability at 6D9/169 to recognize that incumbent performs work under general direction of the Deputy Director of EDCA and that duties (managing financial services team members and all functions of the BFC and EDC board activities and both SBA 504 and EDC portfolios) are typically in the form of broad goals and there is substantial latitude for independent action in setting objectives and deciding how to proceed. Recommend Factor 7, Mental Concentration at 4/55 to recognize that incumbent spends up to 60% of the time on tasks (reviewing loan documents, reviewing regulations, writing and/or revising procedures and internal control manuals) that require a high level of mental concentration. Recommend Factor 8, Physical Demands at 2A/10 to reflect that up to 25% of work time involves standing, walking, lifting and carrying packages up to 10 pounds. Recommend Factor 9, Accident or Health Hazards at 2A/10 to credit that task of this position produces exposure to accident and health hazards while driving to and from business sites and meeting with community officials. Recommend Factor 10, Working Conditions at 2A/10 to recognize that work is carried out in mildly disagreeable conditions during business visits and tours of noisy and polluted sites they have high temperatures. Financial Services Health & Human Services Health Division Vaccine Supply Clerk to new class: Increase Factor 1, Job Related Knowledge & Skills, from 3/35 to 4/45 to reflect the job require knowledge of a specialized nature (accounting, computer software programs) such as that normally acquired through a high school education and from specialized training acquired in first year of college, trade or technical school. Factor 4, Problem Solving, from 2/40 to 3/55 to reflect the increased problem solving and research involved in gathering, interpreting and verifying the accuracy of factual information such as vaccine dates given, lot #, expiration dates, safety measures, insurance eligibility and inventory adjustment requirements. Increase Factor 5, Communications, from 1B/15 to 2A/30 to reflect the increase time spent communicating with a variety of clients. Increase Factor 8, Physical Demands, from 2A/10 to 28/15 to reflect that incumbents lift, move and carry coolers and boxes weighing over 20 pounds. Increase Factor 9, Accident or Health Hazards, from 1C/5 to 2A/10 to reflect are exposed to car accidents while driving to the various material management locations transporting and/or monitoring the various stored vaccines Vaccine Supply Coordinator Facilities Managernent Department/Facilities Maintenance & Operations Chief Custodial Services Increase Factor 5, Communication from 2A/30 to 2B/35 to reflect the increased amount of time spent in sensitive I 1 situations which include basic instruction and persuasion of others. Increase Factor 9, Accident or Hazards, from 1C/5 ! to 2A/10 to reflect the tasks performed on the job such as driving that occasionally produce exposure to injures such as i minor burns, cuts, abrasions, or fails. Health & Human Services Health Division Public Health Nursing Supervisor to new title: Supervisor — Public Increase Factor 4, Problem Solving from 4/70 to 5/95 to reflect the analytical and research put into place wIth establishing Procedures, Standing Orders and Protocols. Increase Factor 8, Physical Demands, from 10/5 to 2A/10 to reflect that incumbents lift, move and carry supplies and objects that are bulky or additional assistance to multiple locations. Increase Factor 9, Accident or Health Hazards, from 2A/10 to 3A/25 the exposure to health hazards and accidents such as communicable disease or violence that cannot be always prevented. Increase Factor 10 from 1C/5 to 2A/10 to recognize work is occasionally carried out in environments that are mildly disagreeable that expose the incumbents to smells, laboratory or site visits where the environment is not within County's control of upkeep. Health Nursing Health & Human Services Health Division Chief— Field Nursing Increase Factor 2, Experience, from 5/75 to 6/100 to reflect the change in experience to require between five and seven years' experience. Health & Human Services Health Division Chief —Clinic & Special Programs Increase Factor 2, Experience, from 5/75 to 6/100 to reflect the change in experience to require between five and seven years' experience. Water Resources Commissioner Manager WRC Increase Factor 6, Accountability, from 609/144 to 6D11/175 to reflect the responsibility of revenues, expenses or control of revenues in the excess of $75,000,000 and the change in number of controlling parties to 4 or more. OAKLAND COUNTY SALARY ADMINISTRATION SECOND QUARTERLY REPORT FOR FY2016 03/23/16 PART VI — DRAFT JOB DESCRIPTIONS JOB DESCRIPTIONS This section contains the draft job descriptions for any new classifications that will be created as a result of classification salary grade review studies. These drafts are not official and the content may be revised after the adoption of the Salary Administration Plan Quarterly Report. DRAFT 03/23/16 OAKLAND COUNTY MICHIGAN Class Title: VACCINE SUPPLY COORDINATOR Department: Health & Human Services / Health Division Reports To: Public Health Nursing Supervisor ELSA: Non-Exempt GENERAL SUMMARY Under limited supervision, monitors and maintains storage of vaccines used in Health Division general clinics, as well as by private providers. Closely monitors and confirms vaccine stock and orders new stock as needed to meet vaccine needs. Monitors refrigeration units to ensure proper storage temperature and maintains daily temperature logs as required by the Michigan Department of Community Health. Monitors providers in the Vaccines for Children Program. Utilizes current county-wide and/or department specific software to complete assignments. SUPERVISION EXERCISED None ESSENTIAL DUTIES AND RESPONSIBILITIES Closely monitors refrigerated units used for storing vaccines. Tracks temperature fluctuations and documents readings on official logs. Adjusts stock as needed to maintain consistent temperatures. Monitors vaccine stock, rotating and organizing by expiration date to ensure proper usage and avoiding unnecessary cost to Oakland County. Orders shipments of vaccines directly from manufacturers to meet the needs of the Health Division clinics and private physicians enrolled in the Vaccines for Children program, the annual flu clinic and citizens requiring rabies, RIG and IG vaccines. Distributes vaccine stock as needed to all offices of the Health Division, providers and representatives from external agencies. Logs pertinent information from vaccine stock into the computerized Michigan Childhood Immunization Registry (MICR) as required by the Michigan Department of Community Health. Provides instruction to staff and external individuals in the proper storage and transportation of vaccines. Ensures that persons are properly equipped for such activities. May provide necessary tools. Processes registrations by private physicians to verify eligibility for the Vaccines for Children program. Monitors provider activities to ensure compliance with the program. Reviews storage temperature logs and vaccine waste reports from private providers in the Vaccines for Children program. CLASS TITLE: VACCINE SUPPLY COORDINATOR Prepares various reports and logs as required by the Michigan Department of Community Health and Oakland County Health Division administration. Functions as part of the Oakland County Public Health Emergency Response Team. Utilizes current county-wide and/or department specific software to complete assignments. ESSENTIAL PHYSICAL & MENTAL REQUIREMENTS Ability to communicate to accurately convey information. Ability to operate and/or utilize typical office and medical office equipment and supplies, WORKING CONDITIONS Work is performed in a typical office/medical laboratory setting. May participate in activities that require driving or being a passenger in an automobile. IMPORTANT NOTE: The primary purpose of this job description is to set a fair and equitable salary range for this job classification. Generally, only those key duties necessary for proper job evaluation and/or labor market analysis have been included. Other duties and responsibilities will be assigned by the supervisor. CLASS TITLE: VACCINE SUPPLY COORDINATOR EXPERIENCE, TRAINING, le,:NOWLEDGES, SKILLS & ABILITIES A. REQUIRED MINIMUM QUALIFICATIONS 1. Be a high school graduate or have a certificate of successful completion of the General Educational Development Test. 2. Have had at least two (2) years of full-time clerical experience, one (1)year of which included work in the Health Division general clinics. 3. Pass the total examination, including the employment medical, established for this class. 4. Successfully complete the six-month probationary period. B. ADDITIONAL DESIRABLE QUALIFICATIONS 1. Thorough ability to communicate in a clear, polite and courteous manner. 2. Considerable knowledge of grammar, spelling, punctuation and arithmetic. 3. Considerable ability to follow oral and written instructions. 4. Considerable skill and ability in operating a variety of office machines such as photcopiers, fax machines and computer printers. 5. Considerable ability to make routine decisions in accordance with divisional policies and procedures. 6. Reasonable ability to utilize current word processing, spreadsheet database, e-mail and internet software. C. SPECIAL REQUIREMENTS 1. Must submit to immunizations as required by the Department of Health & Human Services and to periodic tuberculin skin tests or chest x-rays at County expense. DRAFT 115/16 OAKLAND COUNTY MICHIGAN Class Title: SUPERVISOR PROBATE COURT OPERATIONS Department: Probate Court I Estates and Mental Health Reports To: Probate Register ELSA Status: Non-Exempt GENERAL SUMMARY Under general supervision plans, assigns, directs, reviews and coordinates the work of assigned clerical employees engaged in perfaiming technical and general clerical support duties. Coordinates and supervises directly or through intermediate leaders a variety of clerical duties necessary for efficient office operations. Assists in developing policies, procedures and training materials consistent with statues court rules, administrative orders and office practices Reviews files and papers for accuracy and conformance to related laws, completeness, and may sign for judge in accordance with applicable statues, court rules, administrative orders and court policies. Oversees the operations of the Probate Court cash registers. Acts as a liaison between Probate Court and the Probate Judge's Chambers regarding workflow issues, procedural matters, ease scheduling, case specific issues, and errors made by attorneys, laypersons and/or staff. Utilizes current county-wide and/or department specific software to complete assignments. SUPERVISION EXERCISED Functions as a supervisor over a group of clerical employees in the Estates and Mental Health Division of the Probate court. Instructions, assigns, schedules, checks and appraises performance. Participates in decision to hire, discipline, discharge, and award pay increases and/or promotions. ESSENTIAL JOB FUNCTIONS Plans, assigns, directs and coordinates the work of assigned clerical employees directly and through intei mediate leaders providing technical and general clerical support for the Probate Court Estates and Mental Health Unit. Participates in general personnel activities for assigned employees such as employee selection and evaluation, recommendation of promotions and merit increases, monitoring attendance, approving time off and recommending disciplinary actions. Supervises the receiving, reviewing, processing, filing, and maintenance of division documents, reports, records, and daily transactions. Resolves job related problems or conflicts in work assignments or work schedules of assigned employees. Performs liaison duties between employees and administrative personnel. Prepares of complies financial, statistical or numerical data for the preparation of special or annual reports for the. Probate Court. CLASS TITLE: SUPERVISOR PROBATE COURT OPERATIONS Assists in developing policies, procedures and training materials consistent with statues court rules, administrative orders and office practices. Assesses the impact of new court rules and statues on current procedures and makes recommendations for necessary changes in procedures. Works to develop and maintain consistent practices and procedures. Acts as a liaison between Probate Court and the Probate Judge's Chambers regarding workflow issues, procedural matters, case scheduling, case specific issues, and errors made by attorneys, laypersons and/or staff. Oversees the operations of the Probate Court cash registers. This includes allowing access for cashiers to make changes, assisting with cash balancing errors, and intervening with manager functions for reporting and issuing refunds. Acts as a liaison between Probate Court and Corporation Counsel regarding legal assistance in relation to returned checks and demand for payments letters Acts as a liaison between Probate Court and Information Technology Departments regarding identifying depaitment needs by providing input from an operating and - systems perspective to assist with implementation and to resolve hardware and software difficulties. Reviews and approves documents present for filing that would open and close any Estate file including decedent estates, guardianships and conservatorships, and developmentally disabled person's guardianships in Mental Health. Utilizes current county-wide and/or department specific software to complete assignments. ADDITIONAL DUTIES & RESPONSIBILITIES As needed, assists the Mental Health Unit type and prepare various Probate forms and orders. Certifies, posts and makes conformed copies of these forms and orders. Reviews orders following court hearings and enters orders which have been approved. Oversees the destruction and microfilming of Probate Court's court files pursuant to statutory and State Court Administrative Office requirements. Assists the Probate Court Administrator with State Court Administrative Office financial audits. Aids in addressing any concerns or procedural changes that may arise as a result of an audit. ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS Ability to communicate to accurately convey information. WORKING CONDITIONS Work is performed in a typical office environment. May encounter situations where people could become confrontational. 2 CLASS TITLE: SUPERVISOR PROBATE COURT OPERATIONS IMPORTANT NOTE: The primary purpose of this job description is to set a fair and equitable salary range for this job classification. Generally, only those key duties necessary for proper. joi*evaluation and/or labor market analysis have been included. Other duties and responsibilities will be assigned by the supervisor. EXPERIENCE, TRAINING, KNOWLEDGE S. SKILLS & ABILITIES A. REQUIRED MINIMUM QUALIFICATIONS Must be a high school graduate or have a certificate of successful completion of the General Educational Development (GED) Test. 2. Have had seven (7) years of responsible, full-time experience processing court documents/records, one (1) year of which included supe,rvisory duties. NOTE: Coursework at an accredited college or university may substitute for the clerical experience on a year-for-year basis up to a four year Bachelor's Degree. (College coursework may NOT substitute for the year of supervisory or lead worker duties.) 3. Pass the complete examination including the employment medical established for this class. 4. Successfully complete the six month probationary period. B. ADDITIONAL DESIRABLE QUALIFICATIONS 1. Considerable knowledge of Probate Court laws, rules, procedures, and practices. 2. Considerable ability to perform legal clerical activities using personal computers. 3. Considerable ability to work successfully with attorneys, judges and the public. 4. Considerable knowledge of and experience in the operation, policies, and procedures of the Division and how to utilize that knowledge to recommend and implement procedural changes. 5. Considerable knowledge of modern record keeping operations. 6. Considerable knowledge of modern office practices and procedures. 7. Considerable ability to follow complex and technical oral and written instructions. 8. Considerable ability to perform standardized computations. 9. Considerable ability to make technical decision in accordance with departmental policies and procedures. 3 CLASS TITLE: SUPERVISOR PROBATE COURT OPERATIONS 10. Considerable ability to prepare and present oral and written technical reports to supervisors, staff and other interested groups and individuals. 11. Considerable ability to develop and maintain effective working relationships with employees of the assigned division and other divisions and departments. 12. Considerable ability to exercise mature judgement and initiative in analyzing problems and recommending solutions. 13. Considerable knowledge of governmental regulations and local laws relating to the operations of the department 14. Considerable ability to plan, organize, direct and evaluate the work performed by others. 15. Reasonable ability to utilize current word processing, spreadsheet, database, e-mail and Internet software. C. SPECIAL REQUIREMENTS 1. None. 4 DRAFT 03123/16 Class Title: Department: Reports To: FLSA Status: OAKLAND COUNTY MICHIGAN ADMINISTRATOR BUSINESS DEVELOPMENT Economic Development & Community Affairs / Planning & Economic Development Services Deputy Director — Economic Development & Community Affairs Exempt GENERAL SUMMARY Under general direction, administers the work of Business Development Unit staff. Recommends annual project goals and the means necessary to reach the goals. Provides resources and technical assistance to businesses contemplating investment and growth in Oakland County by linking them to the appropriate local, regional, state and federal resources and programs. Acts as a sales/technical representative to both local and non-resident businesses in order to coordinate available County assistance and to perform advocate functions for these businesses. Develops and maintains communication with area businesses and other interested groups in order to gather and disseminate pertinent information regarding business needs and economic development services. Presents quarterly project reports to the Department Director and/or Deputy Director. Utilizes current county-wide and/or department specific software to complete assignments. SUPERVISION EXERCISED Functions as a supervisor over professional and technical employees. Instructs, assigns, reviews work, approves time oft appraises performance and recommends employees for increase or promotion. Effectively recommends on hiring, discipline and discharge, ESSENTIAL JOB FUNCTIONS Supervises the work of professional, technical and clerical staff in the Business Development program to ensure that Division objectives are being met. Responsible for overseeing the operation of small business support services and counseling activities, including the Oakland County Small Business Center. Recommends annual project goals and objectives for the Business Development program and the methods used to accomplish these goals. Compiles and presents quarterly project status reports indicating lamination such as the number and type of projects completed. Conducts personal visits to local groups, communities and businesses to identify their needs and provide information regarding available local, regional, state and federal economic development resources and programs. Provides problem-solving and expansion assistance to Oakland County companies. CLASS TITLE: ADMINISTRATOR BUSINESS DEVELOPMENT Generates prospective leads by working with trade associations, Chambers of Commerce, local communities, business services providers and local, regional and state development agencies. Perfouns follow up via written communication and personal visits to prospects on a regular basis, in order to provide continual and high quality assistance. Participates in trade shows, trade missions, industry meetings and calling programs to generate leads and prospects. Acts as an advocate, when appropriate, on behalf of business clients, by representing them in community actions which directly affect their business activity. Cooperates with, and is knowledgeable of, the various business services of other development agencies and supports these activities to the extent possible. Assists businesses in pursuing export and/or government procurement opportunities. Provides technical assistance to local communities to begin Or strengthen community-based economic development initiatives. Provides support for other County economic development initiatives including the Oakland County Business Roundtable Economic Development Committee and Automation Alley. Prepares quarterly reports covering programs, projects and activities of the Business Development Unit for review by the Division Manager. Prepares annual budget recommendations for the programs, projects and activities of the Business Development Unit for review by the Division Manager. Utilizes current county-wide and/or department specific software to complete assignments. ESSENTIAL PHYSICAL & MENTAL REQUIREMENTS Ability to communicate to accurately convey information. WORKING CONDITIONS Work is performed in a typical office environment. IMPORTANT NOTE: The primary purpose of this job description is to set a fair and equitable salary range for this job classification. Generally, only those key duties necessary for proper job evaluation and/or labor market analysis have been included. Other duties and responsibilities will be assigned by the supervisor. CLASS TITLE: ADMINISTRATOR BUSINESS DEVELOPMENT EXPEVLIENCE, TRAINING, KNOWLEDGES, SKILLS & ABILITIES A. REQUIRED MINPVITJM QUALIFICATIONS 1. Possess a Bachelor's Degree from an accredited college or university with a major in Business Administration, Finance, Urban Planning, Economics, Public Administration or a closely related field. 2. Have at least four (4) years of full-time professional work experience in the public or private sector in economic development, urban planning, real estate development, industrial development or a closely related area. 3. Pass the complete examination, including the employment medical, established for this class. 4. Successfully complete the six month probationary period. B. ADDITIONAL DESIRABLE QUALIFICATIONS 1. Considerable knowledge of the principles and practices of economic development. 2. Considerable ability to establish and maintain effective working relationships with public agencies, private organizations, County employees and officials and the general public. 3. Considerable ability to prepare and present reports, analysis and studies on a variety of technical issues related to economic development. 4. Considerable knowledge of land use and infrastructure relationships and of the variables which affect economic development. 5. Considerable knowledge of the economic, business and financial factors which affect business investment/disinvestment, and the location of economic activity. 6. Considerable knowledge of all relevant state and federal economic development programs, incentives and techniques, as well as local community policies toward business retention and attraction. 7. Considerable ability to follow complex written and oral instructions. 8. Considerable ability to speak publicly in front of large groups. 9. Considerable ability to deal effectively in controversial and adversarial situations. 10. Familiar with current word processing, spreadsheet, database, e-mail and Internet software. C. SPECIAL REQUIREMENTS Must maintain a valid motor vehicle operator's or chauffeur's license. DRAFT 03/23/16 OAKLAND COUNTY MICHIGAN Class Title: ADMINISTRATOR FINANCIAL SERVICES Depai went: Economic Development & Community Affairs/Planning & Economic Development Services Reports To: Deputy Director - Economic Development & Community Affairs ELSA Status: Exempt GENERAL SUMMARY Under general direction, administers and supervises the work of Financial Services Unit staff and arranges financing to qualifying businesses via the County's Local Development Company, (Small Business Administration Section 504 loan program). Provides referrals to other government supported fiuiancing mechanisms which offer debt and equity financing and working capital loans. Administers the Local Development Company and the Economic Development Corporation. Maintains a good working relationship with personnel of various financial institutions and other service providers in order to obtain their involvement in various economic development financing programs. Assists businesses in locating sources of financing in both the private and public sectors. Utilizes current county-wide and/or department specific software to complete assignments. SUPERVISION EXERCISED Functions as a supervisor over lower level professional, technical and clerical employees. Instructs, assigns, reviews work, approves time off, appraises performance and recommends employees for increase or promotion. Effectively recommends on hiring, discipline and discharge. ESSENTIAL JOB FUNCTIONS Oversees and coordinates the work of assigned lower level professional, technical and clerical staff in the arranging and maintenance of small business loans to qualified businesses through the Local Development Company (LDC). Administers the County Economic Development Corporation (EDC) by creating and recommending operational procedures, agendas, project flow, scheduling systems and reporting relationships. Administers the County Local Development Company (LDC) by formulating policies, operational procedures, financial review mechanisms and by creating relationships with business clients and lending institutions. Assists businesses in obtaining government-supported financing to leverage private financing through a variety of loan and grant sources and other identified State and Federal programs. Proactively works to bring potential SBA Section 504 financing deals to the County LDC by working with lenders, brokers, business service providers and business associations to explain and market this financing alternative. CLASS TITLE: ADMINISTRATOR FINANCIAL SERVICES Participates in seminars, tutorials and programs designed to explain and expand the use of government-supported financing incentives, directed at a variety of business audiences. Perfoi ins financial review and analysis in connection with the SBA Section 504 program, including analysis of balance sheets, profit and loss statements, collateral valuation and cash flow analysis and financial projections. Structures loans in conjunction with private sector financing and recommends loan approval or disapproval to the EDC's Loan Committee. Processes required loan documents to the SBA and assists, where possible, legal counsel in the closing procedures. Analyzes and recommends new sources of financial incentives such as revolving loan funds, venture capital, very small and working capital loans in order to assist smaller businesses. Utilizes current county-wide and/or department specific software to complete assignments. ESSENTIAL PHYSICAL & MENTAL REQUIREMENTS Ability to communicate to accurately convey information. WORKING CONDITIONS Work is performed in a typical office environment. IMPORTANT NO IL: The primary purpose of this job description is to set a fair and equitable salary range for this job classification. Generally, only those key duties necessary for proper job evaluation and/or labor market analysis have been included. Other duties and responsibilities will be assigned by the supervisor. CLASS TITLE: ADMINISTRATOR FINANCIAL SERVICES EXPERIENCE, TRAINING, KNOWLEDGES, SKILLS & ABILITIES A. REQUIRED MINIMUM QUALIFICATIONS 1. Possess a Bachelors Degree from an accredited college or university with a major in Business Administration, Economies, Finance, Accounting or a closely related field. 2. Have at least four (4) years of full-time professional work experience in the public or private sector in economic development, commercial loan review and processing, business financial analysis, or a closely related area. 3. Pass the complete examination, including the employment medical, established for this class. 4. Successfully complete the six month probationary period. B. ADDITIONAL DESIRABLE QUALIFICATIONS I. Considerable knowledge of the principles and practices of economic development. 2. Considerable ability in commercial loan analysis including balance sheet review, profit and loss statements, collateral, valuation, cash flow analysis and projections. 3. Considerable knowledge of sources of public/private financing for small businesses with special emphasis on the SBA's Section 504 loan program. 4. Considerable ability to follow complex written and oral instructions. 5. Considerable knowledge of the economic, business and financial factors which affect business investment/disinvestment, and the location of economic activity. 6. Considerable ability to maintain an effective working relationship with public agencies, private organizations, business clients, and the general public. 7. Considerable ability to synthesize, present, and make recommendations on financial packages as they relate to programs and clients. 8. Reasonable ability to utilize current word processing, spreadsheet, database, e-mail arid Internet software. C. SPECIAL REQUIREMENTS 1. Must maintain a valid motor vehicle operator's or chauffeur's license. DRAFT 03/23/16 OAKLAND COUNTY MICHIGAN Class Title: MANAGER PLANNING Department: Economic Development & Community Affairs/Planning & Economic Development Services Reports To: Deputy Director — Economic Development & Community Affairs ELSA Status: Exempt GENERAL SUMMARY Under general direction, is responsible for managing and supervising staff in the Planning Unit of the Planning and Economic Development Services Division. Coordinates and schedules the work of professional, technical and clerical employees. Implements policies and programs set forth by department management relating to assigned planning projects, estimating costs and completion schedules to meet objectives. Reviews and monitors the plans and policies of the Southeast Michigan Council of Governments (SEMCOG) to determine probable impact on the planning policies of Oakland County and local communities. Recommends appropriate action to be taken by the County Executive, Board of Commissioners and local elected officials. Prepares, plans and monitors their implementation in conjunction with SEMCOG, County departments and local communities, and federally mandated regional plans. Manages and supervises projects to support locally initiated redevelopment efforts in Oakland County, providing assistance to communities with professional planning expertise. Utilizes current county-wide and/or department specific software to complete assignments. SUPERVISION EXERCISED Functions as a supervisor over professional, technical and clerical employees. Instructs, assigns, reviews work, approves time off, appraises performance and recommends employees for increase or promotion. Effectively recommends on hiring, discipline and discharge. ESSENTIAL JOB FUNCTIONS Supervises assigned professional staff in the completion of various planning related projects. Encourages local redevelopment incentives by helping communities prepare conceptual improvement plans, supervises and assigns staff to assist local communities. Organizes County and local government committees to develop federally mandated plans for Oakland County such as the Transportation Systems Management Committee. Contacts elected officials, prepares agendas and minutes, and writes plans in conjunction with other committee staff members. Prepares and presents briefing to the Board of Commissioners as requested concerning regional planning issues that have an impact on the County. Provides information to the County Executive and local officials acting as members or alternates to SEMCOG's General Assembly or Executive Committee to keep them appraised of regional planning issues. Supervises the preparation and distribution of a newsletter outlining the activities of the Regional Planning Agency to the County Executive and local elected officials. DRAFT 03/23/16i CLASS TITLE: MANAGER PLANNING Establishes and maintains contacts with personnel at SEMCOG to remain informed of regional plans and policies affecting Oakland County. As assigned by the Deputy Director, serves or designates staff to serve as County representative on a variety of committees involving regional planning, to assure effective participation in and review of regional planning programs that affect the County. Manage and Supervises the review and recommendation of local government federal grant applications, taking into account factors such as redundancy and affect on other units of government, and forwards review to the SEMCOG Policy Board. Supervises and assigns staff to research, analyze and prepare position papers on various regional planning issues for review by the Deputy Director. Prepares an annual County Regional Review report including annual budget recommendations for review by Director and/or Deputy Director. Utilizes current county-wide and/or department specific software to complete assignments. ESSENTIAL PHYSICAL & MENTAL REQUIREMENTS Ability to communicate to accurately convey information. WORKING CONDITIONS Work is performed in a typical office environment. IMPORTANT NOTE: The primary purpose of this job description is to set a fair and equitable salary range for this job classification. Generally, only those key duties necessary for proper job evaluation and/or labor market analysis have been included. Other duties and responsibilities will be assigned by the supervisor. DRAFT 03/23/16 CLASS TITLE: MANAGER PLANNING EXPERIENCE, TRAINING, KNOWLEDGES, SKILLS & ABILITIES A. REQUIRED MINIM-UM QUALIFICATIONS 1. Possess a Bachelors Degree from an accredited college or university with a major in City, Urban or Regional Planning, Architecture, Economics, Public Administration, or a closely related field; AND. 2. Have at least five (5) years of full-time professional work experience in the public or private sector in urban or regional planning, development or a closely related area; AND 3. Possess a professional license, registration, or certification from a recognized licensing agency as an architect, landscape architect, planner, or related profession. NOTE: A Master's Degree in one of the education programs listed above may be substitute for one (1) year of experience. 5. Pass the complete examination, including the employment medical, established for this class. 6. Successfully complete the six month probationary period. B. ADDITIONAL DESIRABLE QUALIFICATIONS 1. Considerable knowledge of the statutes, ordinances, arid regulations of government agencies responsible for the regulation of local development. 2. Considerable knowledge of the principles and practices of urban planning. 3. Considerable ability to maintain an effective working relationship with public agencies, private organizations, County employees and officials, and the general public. 4. Considerable ability to prepare and present effective written and oral reports and visual aids relative to planning projects. 5. Considerable knowledge of land uses, factors influencing urban development, and of the general legal and social determinants of community development. 6. Considerable ability to follow complex written and oral instructions. 7. Reasonable ability to utilize current word processing, spreadsheet, database, e-mail and Internet software. C. SPECIAL REQUIREMENTS 1. Must maintain a valid motor vehicle operator's or chauffeur's license. Resolution #16061 March 30, 2016 The Chairperson referred the resolution to the Finance Committee, There were no objections.