• TABLE OF CONTENTS
HIDE
 Front Cover
 Letter of transmittal
 Table of Contents
 Organizational chart
 Government employees' service...
 Recruitment and classification
 Administration and records
 Retirement administration
 Group insurance program
 St. Croix branch office














Group Title: Annual report, Office of the Governer of the U.S. Virgin Islands
Title: Annual report
ALL VOLUMES CITATION THUMBNAILS PAGE IMAGE ZOOMABLE
Full Citation
STANDARD VIEW MARC VIEW
Permanent Link: http://ufdc.ufl.edu/UF00089095/00001
 Material Information
Title: Annual report
Physical Description: v. : ; 28 cm.
Language: English
Creator: Virgin Islands of the United States -- Personnel Office
Publisher: Office of the Governor, Personnel Office
Place of Publication: Charlotte Amalie
Publication Date: 1980-1981
Frequency: annual
regular
 Subjects
Subject: Civil service -- Periodicals -- Virgin Islands of the United States   ( lcsh )
Genre: government publication (state, provincial, terriorial, dependent)   ( marcgt )
statistics   ( marcgt )
Spatial Coverage: United States Virgin Islands
 Notes
Numbering Peculiarities: Report year ends June 30.
General Note: Description based on: July 1, 1977-June 30, 1978; title from cover.
 Record Information
Bibliographic ID: UF00089095
Volume ID: VID00001
Source Institution: University of Florida
Holding Location: University of Florida
Rights Management: All rights reserved by the source institution and holding location.
Resource Identifier: oclc - 08471264
lccn - 82643397
 Related Items
Preceded by: Annual report

Table of Contents
    Front Cover
        Front Cover 1
        Front Cover 2
    Letter of transmittal
        Section 1
        Section 2
    Table of Contents
        Table of Contents
    Organizational chart
        Section 1
        Section 2
    Government employees' service commission
        Page 1
        Page 2
        Page 3
    Recruitment and classification
        Page 4
        Page 5
        Page 6
        Page 7
        Page 8
        Page 9
        Page 10
        Page 11
        Page 12
        Page 13
        Page 14
        Page 15
    Administration and records
        Page 16
        Page 17
        Page 18
        Page 19
        Page 20
    Retirement administration
        Page 21
        Page 22
        Page 23
        Page 24
        Page 25
        Page 26
        Page 27
        Page 28
        Page 28a
    Group insurance program
        Page 29
        Page 30
        Page 31
        Page 32
    St. Croix branch office
        Page 33
        Page 34
        Page 35
Full Text






























































































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1pr




OFFICE OF U OF F BR RY
.THER U OF F LIBRARY

GOVERNMENT OF V
THE VIRGIN ISLANDS OF THE UNITED STATES I
PERSONNEL OFFICE
P. O. Box 2336
Charlotte Amlle, St. Thomas, V.I. 00601
09-774-s566
April 19, 1982




Honorable Juan Luis
Governor of the Virgin Islands
Government House
( St. Thomas, Virgin Islands 00801
Dear Governor Luis:
In accordance with Title 3, Virgin Islands Code,
Chapter 5, Section 61, I am pleased to provide a report
) on the Personnel Office for fiscal year 1980-81, which
ended September 30, 1981.

Highlights of the 1980-81 fiscal year are presented
on the following pages for the Division of Personnel,
Retirement Administration and the Group Health Insurance
Program.
SAdditional or supplemental information will be
provided upon request.

;- Sincer y,


e ie A. Million
-Director of Personnel

9 /nad
Enclosure:












(An Equal Opportunity Employer)


tN A Ti,.

























3L






FATNI
AMERfCi
















**********TABLE OF CONTENTS**********


ORGANIZATIONAL CHART .......................... *

GOVERNMENT EMPLOYEES' SERVICE COMMISSION.............. 1

RECRUITMENT AND CLASSIFICATION....................... 4

ADMINISTRATION & RECORDS ....................16

RETIREMENT ADMINISTRATION....................21

GROUP INSURANCE PROGRAM......................29

ST. CROIX BRANCH OFFICE ......................33





***********************

PERSONNEL OFFICE



OFFICE OF THE GOVERNOR
**********************

























GOVERNMENT

EMPLOYEES SERVICE - -- -

COMMISSION


GROUP INSURANCE
BOARD OF TRUSTEES

RETIREMENT BOARD
OF TRUSTEES















PERSONNEL OFFICE




LESLIE A. MILLION
DIRECTOR

****************


NAME


NORMA A. DURAN


LESLIE A. MILLION


ELLEN MURRAINE


DOREEN VAN PUTTEN


PATRICIA WILLIAMS


POSITION TITLE


ADMINISTRATIVE OFFICER III


DIRECTOR


ASSISTANT DIRECTOR


REPORTER-SECRETARY


ADMINISTRATIVE SECRETARY II






OFFICE OF
THE GOVERNOR


GOVERNMENT OF I
THE VIRGIN ISLANDS OF THE UNITED STATES D, r
CHARLOTTE AMALIE, ST. THOMAS (GE,
MEMBER
P. O. Box 2336
GOVERNMENT EMPLOYEES' SERVICE COMMISSION




ACTIVITIES OF THE GESC FOR FY '1981



The Government Employees' Service Commission

for Fiscal Year 1981 held 12 cases and 6 continuations

on St. Thomas and 8 cases were held on St. Croix, V.I.


Attached is a listing of cases heard and GESC

Decisions.


-1-







GOVERNMENT EMPLOYEES' SERVICE COMMISSION
CASES & DECISIONS 'FY'81


NAME

Claude Maloon, Jr.

Janice Tutein


Stanley Beckett

Janet Wright

Ulrie Vialet


Leslie Howard &
Mariana Donovan

Donald Huggins


Paul James

Ulric Maduro

Janice Tutein

Evaristo Amaro


Karen Kline


DEPARTMENT

Health

Public Safety


Education

Labor

Finance


Housing & Comm.
Renewal

Health


Public Works

Conservation

Public Safety

Public Works


Public Works


LOCATION

STT

STC


STC

STC

STT


STT


STT


STC

STT

STC

STT


STT


TYPE OF
ACTION

Dismissal

Discrimina-
tion

Demotion

Dismissal

Discrimina-
tion

Dismissal


Dismissal


Suspension

Suspension

Discrimina-
tion
Suspension


Suspension


DATE
HEARD D

10/15/80

10/17/80


11/14/80

11/24/80

11/18 &
12/9/80

11/25/80


12/9, 12/17
& 1/3/81

1/16/81

4/8/81

6/19/81

8/5/81


8/5/81


Housing & Comm. STC


DECISION

Upheld

Premature,
dismissed

Upheld

Reversed

Upheld


Reduced
15 days

Reversed


Upheld

Upheld

Upheld

Voluntary
dismissal

Voluntary
dismissal

Dismissed


Octave David


Allege Demotion 8/7/81





GESC FY'81
Page 2 *


NAME


Ivan Latimer

Rodney McIntosh

Ashley Richards


Clive Mills

Eleanor Thomas


Hullena Thomas


Liston Monsanto &
Mario Lima


DEPARTMENT


Public Works

Public Works

Public Works


Conservation

Lottery


Lottery


Bur. of Tax


LOCATION


STC

STC

STT


STT

STT


STT


STT


TYPE OF
ACTION


Dismissal

Suspension

Suspension


Suspension

Dismissal


Dismissal


Discrimination


DATE
HEARD


8/14/81

8/14/81

8/19 &
9/14/81

9/17/81

9/22/81


9/25/81


9/14, 9/17
& 10/6/81


DECISION


Dismissed

Reverse

Upheld


Upheld

Voluntary
Dismissal

Voluntary
Dismissal

No basis,
Dismissed


*******














RECRUITMENT & CLASSIFICATION


MALCOLM MORGAN

CHIEF


Wilfred E. Baptiste, Sr.

Godfrey Fredericks

Cheryl Hydman

Erminie Cobb

Evelyn Williams

Audrey Challenger

Alicia Van Holten

Beverly Joseph


Supervisory Personnel Analyst

S Personnel Analyst II

Personnel Analyst II

S Personnel Analyst I

Administrative Officer II

Administrative Officer I

- Administrative Officer I

Clerk-Typist II


-4-












In fiscal year 1981, the Recruitment and Classification staff
was busy at work accomplishing its goals, which are as follows:

1. RECRUITMENT

(a) To develop and improve the employment selection
process through the formulation of new job re-
lated exams, interviews, evaluations, and up-
grading of obsolete examinations, in order to
enhance the functions of the merit system.

(b) To recruit, select and advance employees on the
basis of their knowledge, skills, and abilities,
thus providing for open competitive examinations,
which are considered fair for all applicants, in
order to test their fitness for employment.

2. POSITION CLASSIFICATION

To provide the merit system operations with vital
details, such as the necessary qualifications,
duties, responsibilities, characteristics and
other factors, which are vital for development of
employee performance. In addition, to maintain
an effective classification plan, which is the
basis for the administration of comparative salary
rates, through the performance of classification
audits and job analyses.


HIGHLIGHTS

(a) During October 1 3 Mr. Malcolm Morgan, Chief of Personnel
Management, Mr. Wilfred Baptiste, Supervisory Personnel Analyst and
Mr. Godfrey Fredericks, Personnel Analyst II performed (35) desk
audits in the Department of Finance, STT & STX, for the purpose of
substantiating claims raised by union officials, which resulted
from evaluations performed on positions within the bargaining unit.

In additional, evaluation sheets were prepared to substantiate
our findings and recommendations, which were submitted to Mr. Lance
Seberhagen (Consultant).

(b) Mass Correction Officer and Police Officer examinations were
administered to prospective officers. Additionally, mass Fire
promotional examinations were administered.

(c) Job Announcements for the recruitment of employees for several
positions were prepared and distributed to the media. These
announcements were also placed on the bulletin boards in the central
Personnel Office and also those in the Federal Building Complex.














(d) Promotional examinations were administered to Senior Correctional
personnel, Bureau of Corrections, St. Thomas Division.

(e) On May 11, general Clerk-Typist and Clerk-Stenographer examina-
tions were administered to graduating Seniors in the commercial
cluster of Ivanna Eudora Kean High School. A statistical breakdown
shows:

18 Clerk Typist
13 Clerk Stenographer

In addition to the aforementioned, on May 14, general Clerk-
Typist, Clerk-Stenographer, and Account Clerk examinations were
administered to graduating Seniors of the commercial cluster at
Charlotte Amalie High School. A statistical breakdown is as follows:

9 Clerk Typist
21 Clerk Stenographer
17 Account Clerk

(f) The Personnel Analysts continued to be very active in the Island-
wide Classification study by conducting numerous field interviews at
various departments and agencies. The completion of evaluation re-
ports was also involved.

The Chief of Personnel Management was active in the completion
of evaluation reports, in the capacity of third rater.

(g) Salary surveys were completed for the I.P.M.A., Chase Manhattan
Bank (STT) & Law Department in Maryland.

(h) 78 Police Officers 26 Sergeants and 9 Lieutenants were eval-
uated, to determine eligibility to sit promotional examinations.

(j) Mass promotional Police examinations were administered by the
Chief of Personnel Management, at C.V.I. A statistical breakdown
shows:


Captains -- 9
Lieutenant- 26
Sergeants 76

(k) The Personnel Analysts and Administrative Officer (Mrs. Challenger),
together with the Chief of Personnel Management, attended a training
session on September 3, at C.V.I., on Content Validity Study, conducted
by Dr. Lieren (Consultant).














(1) A Counter Proposal Pay Scale for Agents of the Narcotic
Strike Force was prepared and submitted to the Director,
Personnel Office.




ACCOMPLISHMENTS:


APPLICATIONS

FY '81

1,608

1,184


617


878


New Applications processed

Applications evaluated for
Education and Experience.

Examinations administered
and Scored.

Job Interest Cards were
received.


APPOINTMENTS (Processed)


FY '81

683


532

19

5

204

72


CORRESPONDENCE

FY '81

100


Eligible applicants were
certified.

Original Appointments.

Provisional Appointments.

Temporary Appointments.

Promotional Appointments.

Exempt Appointments.


Letters regarding job in-
quiries were replied to.


FY '79

1,956

1,395


FY '80

1,406

1,007


980


1,226


FY '79

962


FY '80

793


706

65

69

221

98


574

54

30

161

70


FY '79

160


FY '80

60












FY '79 FY '80 FY '81

9 12 91 Pieces of correspondence were
prepared in reference to other
Recruitment and Classification
matters.

223 91 22 Notice of Position Realloca-
tion were prepared.

59 38 34 Class Allocation Notices
were prepared and distri-
buted.

82 32 38 New Job specifications were
finalized.

27 17 21 Job Specifications were re-
vised.

71 35 14 Listings of recommended
Position Reallocations were
prepared, in accordance
with Act No. 4086. (22)
employees were involved.

5 2 2 Proposed Pay Schedule were
constructed.

3 3 3 Salary Surveys were completed.

21 20 40 Desk Audits were conducted
and formal reports prepared.

23 16 29 Meetings were held with
numerous personnel from
various department and
agencies to discuss Recruit-
ment and Classification
matters.

8 1 0 Job Analyses were conducted
and typewritten documentation
prepared.

-- -- 138 NOPA's evaluated for prospective
employees.

491 Field interviews & Evaluations
(Classification Study'.

NOTE: Statistics indicated for FY 79 includes the additional three months
period, due to convention to Federal Fiscal year.


-8-













PROBLEMS WITHIN THE RECRUITMENT AND CLASSIFICATION SECTION:


In the areas of Personnel Analyst and clerical help,
inadequate staffing continues to be of major concern. The
technical staff, being very active in the Island-wide
Classification study can substantiate the existence of this
problem.

Classification chaos has increased within our pay
schedule, due to the vast contractural agreements between
the government and representative unions of certain depart-
ments and agencies.

The impact of the Federal Minimum Wage Rate on the Craft
and Labor and General Pay Schedules: This minimum wage has
negated equity within positions that are currently allocated
at GS 1 9 and CL 1 9.



GENERAL COMMENTS AND RECOMMENDATIONS:

In order that we may adequately participate in the
Classification Study and also fulfill the growing demands of
the public, it is recommended that we increase our staffing
with a Clerk-Typist and a Personnel Analyst. I am aware
that budgetary restrictions do exist. However, this is a
matter of great importance and should be given serious
consideration.

Once again, a new pay plan is highly recommended to combat
the adverse impact created by the Federal Minimum Wage and
contractural agreements.




CLASSIFICATION & RECRUITMENT


EVALUATION OF APPLICANTS FOR EMPLOYMENT OR PROMOTION
FY 81


240



220



200



180


160



140


120



100



80



60



40



20



0


75


87


90


135


59


127


175


30


- - .1 I d - & I


Q: Ew: >-
LU LUm
m cr. ceI
0 > U Z 3
C 0 Lw < Q-
0C Q)- U- X: <


S-I


70


161


80




CLASSIFICATION & RECRUITMENT


EXAMINATIONS
FY 81


240




220




200




180


160



140


120




100




80



60



40



20




0


en ie >-
L LU C
0 U LU =C ..
C- z cc
> UJ co crt w
u 0 L LUw c c
C 0 X: C


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I- S
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V') U.
Z .- CO Q
= =3 = W L,
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CLASSIFICATION & RECRUITMENT

CERTIFICATION OF ELIGIBLES


240



220



200



180


160



140


120



100



80



60



40



20



0


30


56


FY 81








































72


C m m,
0 Li LiU =
I-- > Z
L_) 0 Li cc
0 Z D )


>-
cc ~ r 3- c


Ll
I-
. = vI-


69


90


108


89


27


12


33


23


i i. I I I I I


74






STATISTICS

ANNUAL REPORT FY 1981

CLASSIFICATION & RECRUITMENT


MONTH


OCTOBER

NOVEMBER

DECEMBER

JANUARY

FEBRUARY

MARCH

APRIL

MAY

JUNE

JULY

AUGUST

SEPTEMBER


APPLICATIONS
RECEIVED


92

84

98

116

110

175

79

168

214

67

205

200


EVALS


80

70

75

87

90

135

59

127

175

30

95

161


,EXAMS


56

19

75

3

90

55

27

125

20

21

45

81


CERT. OF DESK
ELIGIBLES, AUDITS


27

12

90

74

30

72

56

69

33

23

108

89


35

0

1

0

0

0

1

1

2

0

0

0


4 4 4 4 4
TOTALS 1,608 1 ,184 617 683 491


CLASSIFICATION
CLASS POSITION STUDY FIELD
ALLOCATIONS ,REALLOCATIONS INTERVIEWS & FVAI


0

114

37

46

0

86

2

0

72

50

84

0


1,184


617


683


491


,ALLOCATIONS REALLOCATIONS INTERVIEWS & EVAIS


TOTALS


1,608






****STATISTICS****


APPOINIMENTS -


CERTIFICATIONS


TEMPORARY


REPLACEMENT


PRFROMTION


EXEMPTION


PROVISIONAL


TOTAL CERTIFICATIONS


100
71
33
21
106


OCTOBER
NOVEMBER
DECEMBER
JANUARY
FEBRUARY
MARCH
APRIL
MAY
JUNE
JULY
AUGUST
SEPTEMBER


TOTALS


199


425


ANNUAL REPORT FY 1980-1981


MDNTH


ORIGINAL


Nom ORIGINAL TEMPORARY








EXAMINATIONS -


EVALUATIONS


OTHER


STATISTICS

APPLICATIONS AUDITS NOTARIZATIONS


CLERICAL


APPLICATIONS RECEIVED


Desk Audit &

JOB ANALYSES NOTARIZATION


OCTOBER

NOVEMBER

DECEMBER

JANUARY

FEBRUARY

MARCH

APRIL
MAY
JUNE
JULY
AUGUST
SEPTEMBER


TOTAL


ANNUAL REPORT FY-81


*Estimated


MONTH


TYPING


24

64

21

25

64

69

*62
*65
80
193
90
75


56

51

33

63

65

81

63
29
39
38
175
149


842


208


832












ADMINISTRATION AND RECORDS SECTION


ALLEN CANTON
CHIEF


AUMA HERMDN

ORVIN PHILLIPS

ROYOLIA GOLDRING

EVELYN PETERSEN

GLENDA GOODINGS

PATRICIA HOWARD

RUBY AMEY

CYNTHIA VANTERPOOL

LYDIA IDOLENAAR

ANN E. FAHIE

SHIRLEY VIOLENES

ETHYLYN DE WINDT

CURTIS BROWN


ACCOUNTANT III

CHAUFFEUR, EXECUTIVE OFFICE

CUSTODIAL WORKER II

PERSONNEL DOCUMENT VERIFIER I

PERSONNEL DOCUMENT VERIFIER II

PERSONNEL DOCUMENT VERIFIER II

PERSONNEL RECORDS MGMT. SUPVR. ASST.

PERSONNEL RECORDS MGMT. SUPERVISOR

PERSONNEL RECORDS CLERK I

PERSONNEL RECORDS CLERK I

RECEPTIONIST

RECORDS MANAGEMENT OFFICER

STOREKEEPER II


-16-







ADMINISTRATION AND RECORDS


Highlights for the Administration and Records Section

In August of 1980, the Records Section started the
first phase of an Automated Personnel Information System
and a Consolidated Filing System for Personnel Records.
This project is supported by an IPA Grant of $28,443 to
the Government of the Virgin Islands.

One of the first things accomplished was the purchase
of a High Density Mechanized Filing System, that will house
approximately 10,000 active Official Personnel Records. This
system was purchased from Kardex, who sent their represen-
tative from Miami to install the system.

We are presently engaged in the preparation of all
10,000 files for microfilming. We have a working agreement
with Mr. Moron of the Public Library to train personnel
from our staff to operate the cameras and other equipment
for the filming and microfiche operation.

It is planned for the microfilming of all personnel
records to be an on going project. Copies of the microfiche
will be kept in an offsite location, thus providing us with
the capability, in case of a fire or any other natural disas-
ter, to reconstruct our records.

We have a target date of February 28, 1982, to com-
plete the transfer of our files to the mechanized filing
system, prepare the files for microfilming, and the actual
filming and preparation of microfiche of all 10,000 records.
This will complete the first major step toward a consolidated
filing system, that will provide us with greater records
integrity and security.

Executive Order #242 effective October 1, 1980,
approving an across the board increase for non-union person-
nel generated a tremendous amount of NOPAs for processing


-17-








for the months of November 1980 thru April 1981. In addi-
tion,NOPAs had to be processed in connection with union
contracts for the departments of Education, Conservation,
and Labor.

Processed for Director's approval were a total of
1,819 NOPAs for summer employment. Agencies involved were
Education, Health, V.I. Commission on Youth, and CETA Summer
Youth Employment Program.

The financial section of records monitored 50 accounts
(Adm. Expenses) Retirement, Health Insurance, 2 Federal Grants,
and Personnel Office.

Documents prepared for the Year:

Miscellaneous Encumbrance Documents 16
Miscellaneous Disbursement Vouchers 587
Requisitions 337
Transportation Request 88
Notification of Personnel Action 187
Advice of Change 15
Statement of Remittance 3
Travel Voucher 13
Transfer Voucher 15
Voucher for Adjustment 30

GRAND TOTAL 1,291

Documents Filed to Employees' Official Personnel Records:

Performance Ratings 4,182
Acceptances 744
Personal History 302
Appointments 1,019
Personnel Action 6,537
Requisitions 861
Medical Certificates 349
Fingerprint Cards 66
Loyalty Oaths 307


-18-









Applications 183
Official Personnel Records 460
Miscellaneous 2,321

TOTAL 17,331

Documents Processed Relating to Employees' Work History:

Name Changes 89
Salary Changes 8,486
Position Title Changes 7
Terminations (Prov.) 3
Terminations (Temp.) 263
Leave Without Pay 278
Leave With Pay 4
Military Furlough
Return to Duty 151
Reports (Prob.) 2,329
Reports (Perf.) 3,742
Suspensions 18
Dismissals 22
Resignations 704
Transfers 13
Deceased 20
Certificate of Appointment
Unclassified Assignments 6,285
Miscellaneous Corrected 60
Emergency Appointments 189
Credit Information 2,019
Outstanding 103
Above Average 454
Exceeds Standards 125
Effective Meets Standards 2,370
Satisfactory 488
Requires Improvement 64
Summer Employment 1,819
TOTAL 30,098


-19-










Problems in the Records Section

Can be spelled out in one word MANPOWER to handle
the workload created by our Automated Personnel Information
System Project.

FY-82 Goals

Implementation of an Automated Microfiche Retrieval
Record System.
Computerization of all information presently stored
on the employee roster cards.
Creation of a file for each employee in the govern-
ment service, whether he be permanent or temporary.


-20-










GOVERNMENT EMPLOYEES' RETIREMENT SYSTEM


CECELIA CRUSE
CECELIA CRUSE


POSITION TITLE


GLORIA BERRY
TERESITA JARVIS


LYDIA A. SMITH
A. CECELIA CRUSE
KATHERINE HOLDER
LORETTA PARROTT
UNA COUSINS
CECELIA P. SENTHILL
RACHEL MARTIN
MARGARET WEBBE
ANGELA BRYAN
FLORESIA TESTAMARK
THERESA FRANCIS
LLOYD V. ROBERTS
LYNETTE FREDERICKS
ANN ALLEN
KIM WARRELL
DEBORAH RUAN
JANICE TURNBULL
BENJAMIN A. GAGLIANI, JR.
URYLEE BURKE
CELINE MARTIN
ANN FORBES
JEAN KRIGGER
LEON BATTISTE


ACCOUNTANT I
ADM. OFFICER I
ADM. SECRETARY II
ASST. ADMINISTRATOR
ASST. BENEFIT OFFICER
BENEFIT CLERK I
BENEFIT CLERK II
BENEFIT OFFICER
BOOKKEEPING MACHINE OPERATOR
BOOKKEEPER II
BOOKKEEPER III
CLERK III
CUSTODIAL WORKER II
FISCAL OFFICER
KEY PUNCH OPERATOR I
KEY PUNCH OPERATOR I
KEY PUNCH OPERATOR I
LOAN APPLICATION CLERK
LOAN APPLICATION CLERK
MANAGER, COMPUTER OPERATIONS
PERSONNEL ADM. ASSISTANT STX
PERSONNEL & BENEFITS CLERK II (STX)
PERSONNEL & BENEFITS CLERK II (STX)
SUPERVISOR OF LOANS
SUPERVISOR/AUTO LOANS


-21-


NAME










Legislature

Act #4498 -















Act #4602 -


1981 Executive Budget Companion Act amended
certain sections of the retirement law. This
legislation was enacted May 23, 1980, which
meant that all retirees who retired prior to
May, 1980, and whose cases were already pro-
cessed had to be recomputed. This act also
included the positions of Marshall of the
Territorial Court to pay contributions of 8%
and become eligible for early retirement
similar to that offered to policemen and
firemen.

Amended the law in regards to sick leave
credit. Credit for sick leave purposes
shall be limited to a maximum of 90 days and
the excess shall be paid in lump-sum to the
employee at his rate of pay upon separation
from service.

Although the past year has been very busy
for the 14th Legislature, there has been very
little legislation affecting the Employees'
Retirement System. However, the Board of
Trustees has submitted a bill to the Legi-
slature to amend the laws on credit for
military service. The present law allows
credit for service up to the maximum of 10
years whether or not the employee was a mem-
ber of the System prior to enlistment or
induction. The law does not provide for
contributions to the System and this has
been very costly for the System and enabled
persons to retire with substantial benefits


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Legislature (con't)


without having to pay any contributions. The
Board of Trustees has taken step's to correct
this inequity by reducing the 10 years to 5
years maximum and requiring the member to have
previous employment and to return to government
service within one year from the date of hono-
rable discharge. This new legislation will
relieve the staff of many administrative pro-
blems experienced within the last years.

The complete recodification of Title 3, Chapter
27, Virgin Islands Code, pertaining to the Virgin
Islands Retirement System was submitted for approval
to the Legislature.

The Board of Trustees hopes that these changes
will gain the approval of the Legislature.


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BENEFITS

Our retirement payrolls continue to increase as more and
more members are reaching retirement age. As of Septem-
ber 30, 1981, there were 1,260 members and beneficiaries
receiving benefits of 6 million annually. Our disability
rolls are on the rise as more and more employees are filing
claims for disability. This office continues to have an
awesome responsibility of making decisions on disability
since there is no medical board available to the System.


COMPUTERIZATION

There has been considerable progress with the mechanization
of the contributions and loans system. The master files
and updating by Comdata, Inc. has been converted to the
Datapoint System here on the premises.

Due to some delays in receiving work from Comdata, Inc.
the adjustment and updating of the master files is far
behind. This over due project has created serious back-
logs in all areas of the System's work.


DISBURSEMENT VOUCHERS PROCESSED

I. Loans to Members

a. Personal Loans 4,360 5,666,299.00
b. Mortgage Loans 391 4,833,382.00
c. Automobile Loans 225 1,334,825.00

II. New Investments
Purchase of Certificate of Deposit 8,500,000.00

III. Refund of Contributions 554 508,111.13

IV. Death Benefits Paid to Survivors 59 133,605.94

V. Retirement Cases Processed

a. Service Retirement 146 85,009.81
b. Survivors Annuity 11 2,363.55


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c. Duty-Connected Death Ann.
d. Non-Duty Disability
e. Duty Connected Disability


5
12
1
175


VI. Payrolls
Retirement (24 Payrolls)
Pensions (24 Payrolls)
1,260 Receiving Retirement Annuity
91 Receiving Special Pensions

MISCELLANEOUS DISBURSEMENT VOUCHERS PROCESSED


47.04
3,860.84
64.55



6,110,294.15
206,341.04


Appraiser's Fee, Insurance and Property Taxes 169,335.00

The staff replied to 558 inquiries pertaining to various
matters of the System and reviewed 17,232 Notificationsof
Personnel Action for Retirement purposes and 1,674 new
appointments.


MEMBERSHIP

Active Members
Inactive Members
New Members
Retired Members


8,760
5,058
713
1,260


There were 20 Board of Trustees meetings held at which:
71 Mortgage Loans for Purchase were approved $2,085,882
45 Mortgage Loans for Construction were approved 1,351,905
43 Mortgage Loans for Improvement were approved 626,350
14 Mortgage Loans for Refinance were approved 336,885
30 Mortgage Loans for Refinancing and Improvements 757,750
were approved
27 Applications were either disapproved or deferred

The never ending communication to members on the importance
of a membership record has shown some results but there
is still a lot to do in this area and we are continuing
our efforts along this line. We are seeking the assistance
of the Personnel Officers within the departments to insure
that each member completes his membership record and returns
same within a reasonable amount of time.


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New Members Since there are no procedures to ascertain
the ages of new employees who have passed the one-year
waiting period, it is suggested that this section receive
all NOPAs that are prepared for new appointments as a
way of checking the ages and the entry dates of these "new"
employees before their names are sent to the Department
of Finance to begin deductions.

Prior Service Inquiries Quicker response to inquiries on
prior service through the use of form letters already devel-
oped requesting members to submit relevant information in
order that we can respond to them within a reasonable amount
of time.

Although it may seem as though much work is not done in this
area, the record will show that hundreds of letters in re-
sponse to inquiries have been transmitted from this office.

INVESTMENT

Since 1974 the Board of Trustees had one Investment Manager
The First Pennsylvania Bank and the Board was satisfied
with their performance. However, the Board felt the port-
folio should be handled by other managers and made a selec-
tion of three from several proposals. The Board selected
Stein Roe and Farnham and the Alliance Company as balanced
manager and First Pennsylvania Bank was retained as Custodian
of the Fund. The assets held by First Pennsylvania Bank
were divided into three portfolios of equal market value
totaled $71,243,000, split as follows:

Government and Agency Bonds $25,783,000
Corporate Bonds 13,103,000
Cash 22,613,000
Common Stock 9,744,000


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BLUE RIBBON PANEL


This study which was authorized by Act #4432 to evaluate
pensions for governors, lieutenant governors, judges, and
legislators were finalized and submitted to the Governor
in April of this year. The panel reviewed benefits pro-
vided by other states for their elected officials and
consulted with the Actuary of the Employees' Retirement
System to provide the cost impact of their recommendations
before forwarding their reports to the Governor.

ACTUARY

Our Consulting Actuary has advised that due to recent
legislation increasing benefits that current contributions
to the System are not sufficient to fund the System on an
actuarial reserve basis. It was recommended by the Actuary
that the Board take the necessary action to increase the
governments contribution on a gradual basis within the next
two years.

The complete valuation study of the System will be under-
taken shortly to determine the soundness of the Retirement
System.

FISCAL AFFAIRS

Our assets as of September 30 of this year totaled over
$135,000,000 distributed as follows:

Cash on Hand $ 3,050,665.00
Investment in Securities 71,243,000.00
Loans to Members 33,821,677.48
Certificates of Deposit
with Local Banks 25,000,000.00
Loans to the V.I. Government 3,900,000.00


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The workload is continuously increasing with more and more
people retiring and little cooperation from the various
sections of the Personnel Office in terms of receiving
NOPAs. We have not been able to get Official Personnel
Records, which incidentally; the situation of sending the
records to the Public Library to be microfilmed was not
made known to the staff. There is a problem with pending
cases, we have no information to work with for members
who want information on their service time, and there are
no other means of obtaining this information since the
roster cards are not always correct, nor are the inactive
roster cards filed properly.

There was no preplanning in terms of how this would affect
the work of the Retirement Section and what could be done so
that there would be no undue delay in processing benefits
and responding to inquiries.

The problem continues with the payroll section of the
Department of Finance not being able to respond in a
timely manner to requests for accrued sick leave hours
for retirees which, in turn, has some effect on the time
it takes for a retiree to receive his or her benefit or
be apprised of when they will be receiving benefits.

Accuracy of One Year Members is Questionable

There seems to be some doubt as to whether or not we are
receiving copies of all appointments issued on all three
islands since we have found cases where no appointment
papers were ever transmitted to the section. This, of
course, was only and could only be discovered when the
employees in question called to ask why deductions were
not made.


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STATISTICS


Month

October

November

December

January

February

March

April

May

June

July

August

September


Auto Personal Mortgage
Loan Lan n Loan

29 140 4

19 102 6

16 47 4

20 69 4

18 89 7

88 7

100 5

53 8

124 5

104 7

70 1

61 3


Service Change
Retirement of Bene-
Refunds Annuity ficiary


Death Survivor's Member-
Benefit Annuity ship


Non-duty
Disa-
bility


Duty
Disa-
bility


Designation
of Beneficiar


ANNUAL REPORT--FY-1980-1981


TOTAL 102 1,047 61 71 55 64 13 6 51 4 1 9







In accordance with Title 3, Chapter 25 Subchapter VIII Paragraphs 631-640
of the Virgin Islands Code Group Insurance Benefits are being provided
to Government Employees and their dependents as according to the Plan
of Benefits provided by the Prudential Insurance Company, the group
insurance carrier. Also eligible for coverage in the Plan of Benefits
are employees of the Virgin Islands Housing Authority, Virgin Islands
Urban Renewal Board, College of the Virgin Islands, Virgin Islands
Port Authority and Retired employees of the Government Retirement
payroll.


The Plan of Benefits is as follows:

LIFE INSURANCE
Non-Contributory Life Insurance for Employees

Term Life Insurance $10,000
Accidental Death and Dismemberment $10,000
The Term Life Insurance is reduced to $2,500 at Retirement.


Contributory Life Insurance for Employees

Option I Term Life Insurance $ 5,000
Accidental Death & Dismemberment 5,000

Option II Term Life Insurance 10,000
Accidental Death & Dismemberment 10,000

Option III Term Life Insurance 15,000
Accidental Death & Dismemberment 15,000

An employee can be covered for a maximum (non-contributory and contri-
butory) Term Life Insurance of $25,000 and Accidental Death and Dismem-
berment of $25,000.

HEALTH INSURANCE

Hospital Expense Benefits Semi-Private Room Rate PLUS other covered
hospital services. (Seventy day maximum)
Medical Expense Insurance Benefits covers doctors' fees for home
visits at $15.00, hospital confinement at $5.00, office visits at
$10.00. The maximum benefit for their coverage is $350 per calendar
year.


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Surgical Expense Benefits -Pays 80% of the reasonable and customary
charge by a doctor for a covered surgical procedure.
Diagnostic X-Ray and Laboratory Expense Benefits Schedule benefits
for covered diagnostic tests. Maximum $125 per calendar year.
Major Medical Expense Benefits $100 deductible per calendar year,
80% thereafter for all eligible medical expenses. $200 family deduc-
tible per calendar year accumulated collectively by covered members of
a family.
Maximum benefit payments for the employee and each covered dependent
is $100,000.


ENROIMENT IN THE PLAN AND THE COST OF THE PLAN AS OF SEPTEMBER 30, 1981


enrollment
10,365 Non-Contributory Life Insurance
10,080 Non-Contributory Acc. Death &
Dismemberment
2,577 Contributory Life Insurance
574 = $ 5,000
858 = 10,000
1145 = 15,000
2,577 Contributory Acc. Death & Dismem-
berment
0,322 Employee Health Insurance
5,058 Dependent Health Insurance
319 Retired Employee Age 65 & over
17 Dependents Age 65 & over


Monthly Cost
35 per $1,000

5C per $1,000
42 per $1,000



5 per $1,000
$ 19.53
19.47
9.59
9.59


Government
Contribution
350 per $1,000

50 per $1,000





$ 14.65

4.80


Employee
Contribution



42 per $1,000



05C per $1,000
$ 4.88
$19.47
4.79
9.59


TOTAL AMOUNT OF INSURANCE IN FORCE AS OF


SEPTEMBER 30. 1981


is as follows:


CONTRIBUTORY LIFE INSURANCE
NON-CONTRIBUTORY LIFE INSURANCE
ACCIDENTAL DEATH AND DISMEMBERMENT


$ 28,625,000
101,512,500
129,425,000


In accordance with the above mentioned the TOTAL GROUP INSURANCE
PREMIUM paid to the PRUDENTIAL INSURANCE OF AMERICA FOR 10/1/80-
9/30/81 is $3,648,369.07 which is applied as follows:


CONTRIBUTORY LIFE INSURANCE
NON-CONTRIBUTORY LIFE INSURANCE
ACCIDENTAL DEATH AND DISMEMBERMENT
EMPLOYEE HEALTH INSURANCE
DEPENDENT HEALTH INSURANCE
EMPLOYEE & DEPENDENT MEDICATE
COVERAGE
Less a CREDIT ADJUSTMENT


$ 115,374.00
367,831.50
65,923.00
2,090,110.60
976,031.10

34,015.73
916.86


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October 1, 1980 commenced with 2,250 claims on hand and from
10/1/80 to 9/30/81 13,677 claims were received totalling
15,927 for that period. 13,536 claims were paid and this FY
ended with 2,391 claims on hand. 18,130 checks were typed,
signed and mailed.

TOTAL HEALTH INSURANCE BENEFITS paid were $2,389,695.39 and are
apportioned as follows:


KNUD HANSEN MEMORIAL HOSPITAL
CHARLES HARWOOD MEMORIAL HOSPITAL
INGEBORG NESBITT CLINIC
VIRGIN ISLANDS PHYSICIANS
VIRGIN ISLANDS ANESTHESIA SERVICES
INSURED-EMPLOYEE
PUERTO RICO HOSPITALS
PUERTO RICO PHYSICIANS
U.S.A. HOSPITALS
U.S.A. PHYSICIANS
TORTOIA HOSPITAL AND PHYSICIANS
MEDICAL CENTER FOR THERAPY
OTHER (Other Gov. agencies and other Insurance Cos.)


$429,087.68
152,276.31
32,019.84
392,669.47
33,215.11
409,357.03
168,637.40
69,165.70
492,116.55
163,585.63
20,828.33
10,948.00
15,788.34


Twenty-five (25) Life Insurance Claims were paid by the Prudential
Insurance Company to the beneficiaries of deceased employees. Two
(2) of the 34 claims allowed Accidental Death and Dismemberment
Benefits.

The apportionment is as follows:

LIFE INSURANCE BENEFITS (contributory and non-contributory)
$227,790
ACCIDENTAL DEATH AND DISMEMBERMENT
20,000


Interest paid to the beneficiaries totalled
TOTAL LIFE ADD&D BENEFITS PLUS INTEREST


$ 7,454.95
255,244.95


This FY the Group Insurance Program has experienced great difficulties
in keeping up with the work load. The constant backlog of claims
numbering nearly 3,000 at all times has been very determined.

The MARTIN E. SEGAL FIRM was approved by the Board of Trustees
as Consultants to the Group Insurance Program. Their recommendation
to transfer the Claims Processing Function to the Insurance Carrier


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has been approved by the Board of Trustees. This would enable
the processing time to be 3 to 4 weeks as opposed to the
3 to 6 months turnaround period we are now experiencing. This
will, of course, promote a better image of the Group Insurance
Program.


We also look forward to computerizing the enrollment
activities of the Program, adding new coverages to the plan
of benefits and in general future improvements.


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ST. CROIX PERSONNEL OFFICE


During this fiscal year, this office was hard hit by
the effects of the "Reagan" economic policies which adverse-
ly triggered the beginning of an unstable local budget
with very astute budgetary restrictions.
Primarily, we were forced to lay off without prejudice
all of our Personnel Analyst Trainees which were funded by
V.I.E.T.A. This unpleasant action reduced my staff by
four (4) employees. Another loss under V.I.E.T.A. was our
office chauffeur position. Every attempt possible was made
fruitlessly to save at least one of these positions. Affected
immensely are the areas of testing, application evaluation
for determining eligibility; and progress in the Job
Classification Study.

In addition, as I have been predicting for quite some
time now, I lost two of my Personnel Analysts due to the
salary of those positions being incommensurate with their
duties and responsibilities.

Fortunately, I have been able to replace one of these.
The Personnel Analyst series must be upgraded.

During the second quarter of this fiscal year, the
Retirement Board of Trustees decided to place a moratorium on
the Auto Loan Program. This resulted in the resignation of
one staff member of two that manned that particular section.

I still maintain that, had the "Board" and certain key
officials of the Personnel Office paid heed to the several
monthly reports that addressed the problems that the Auto Loan
was experiencing, the moratorium may not have been necessary.

The total number of the St. Croix Personnel Office is
now a meager nine persons, namely, five clerical, three
administrative, and one custodial worker. One of the clerical
positions is a temporary Clerk Typist III under V.I.E.T.A.
Funding.


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We are attempting to upgrade our clerical support
staff through reclassification of those positions which
would assign a commensurable salary that would reflect the
various duties performed by personnel. By improving the moral
of the staff, productivity will at least be stable and the
public will be better served. This change is interdependent'
on the Analyst series being upgraded accordingly.

The demands and responsibilities are ever increasing
and are also becoming more technical, and since it is obvious
that we probably won't be able to replace any vacancies or
increase our staff, we must attempt to upgrade the staff
in order to continue our strive for more autonomy and re-
cognition.

The materialization of the Frederiksted Office was
also slaughtered by the current budgetary restraints since
we could not obtain monies for staffing same. Also, the word
is out that the Office of the Budget is going to postpone all
new and pending expansion projects.

The monies for the physical improvement of our office
are funded; and the free labor from the Department of Public
Works should be available during the latter part of February
1982.

The office is still in need of certain supplements to
the V.I. Code. Some have already been acquired.

The office has found it virtually impossible to regu-
larly hold our monthly "60 minutes" workshops and rap
sessions with the Departmental Personnel Officers on St.
Croix. Our daily activities compounded by inadequate
staffing has not at all attributed well to this situation.
Lastly, I would like to mention that I have conducted quite
a number of Retirement seminars for agencies on St. Croix
which have been quite successful.


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However, I have extended several invitations to key
employees in St. Thomas to come to St. Croix as guest
speakers and with the exception of Mr. Canton, the responses
have been negative. This is definitely not in keeping
with the principles, objectives, and purpose of the Personnel
Office.

We will continue doing our best with whatever resources
we have.


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