• TABLE OF CONTENTS
HIDE
 Front Cover
 Letter of transmittal
 Introduction
 Organizational chart
 Main
 Back Cover














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
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Permanent Link: http://ufdc.ufl.edu/UF00089095/00002
 Material Information
Title: Annual report.
Physical Description: Serial
Creator: Virgin Islands of the United States. Personnel Office.
Publisher: Office of the Governor, Personnel Office
Publication Date: 1981-1982
 Record Information
Bibliographic ID: UF00089095
Volume ID: VID00002
Source Institution: University of Florida
Holding Location: University of Florida
Rights Management: All rights reserved by the source institution and holding location.
Resource Identifier: 08471264 - OCLC

Table of Contents
    Front Cover
        Front Cover 1
        Front Cover 2
    Letter of transmittal
        Page i
        Page ii
    Introduction
        Page iii
        Page iv
    Organizational chart
        Page v
    Main
        Page vi
        Page 1
        Page 2
        Page 3
        Page 4
        Page 5
        Page 6
        Page 7
        Page 8
        Page 9
        Page 10
        Page 11
        Page 12
        Page 13
        Page 14
        Page 15
        Page 16
        Page 17
        Page 18
        Page 19
        Page 20
        Page 21
        Page 22
        Page 23
        Page 24
        Page 25
        Page 26
        Page 27
        Page 28
        Page 29
        Page 30
        Page 31
        Page 32
        Page 33
        Page 34
        Page 35
        Page 36
        Page 37
        Page 38
        Page 39
        Page 40
        Page 41
        Page 42
        Page 43
        Page 44
        Page 45
        Page 46
        Page 47
        Page 48
        Page 49
        Page 50
        Page 51
        Page 52
        Page 53
    Back Cover
        Page 54
        Page 55
Full Text







































































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OFFICE OF
.THE GOVERNOR

GOVERNMENT OF
THE VIRGIN ISLANDS OF THE UNITED STATES op

PERSONNEL OFFICE
P. O. Box 2336
Charlotta Amalle. St. Thomas, V.I. 00601
809-774-8588





Honorable Juan Luis
Governor of the Virgin Islands
Government House
Charlotte Amalie
St. Thomas, Virgin Islands

Dear Governor Luis:

In accordance with Title 3, Virgin Islands Code,

Chapter 5, Section 61, I have the honor to submit

herewith the Annual Report of the activities and

accomplishments of the Personnel Office for the

Fiscal Year ending September 30, 1982.



SRespect fully submitted,


Yse ie A. Million
Director of Personnel

/nad

Enclosure














(An Equal Opportunity Employer)


IL1 A O









INTRODUCTION


The Personnel Office, as an integral part of the

Executive Office of the Governor, is responsible for three

major functions. Namely, they are (1) Administration of

a Personnel Merit System, (2) Administration of the Govern-

ment Employees' Retirement System, and (3) Administration

of a Group Health and Life Insurance Program.

Authorization for the Personnel Office is by virtue

of Title 3, VIC, Section 451 through 690, and the supple-

mentary rules and regulations as contained in Section 452

of the Virgin Islands Rules and Regulations. Operations

of the Division of Personnel covers the entire spectrum

of Personnel Administration for approximately 13,000

employees in 860 classes throughout nineteen (19) depart-

ments and agencies within the executive branch. The Division

acts as the liaison agency between the federal and local

governments in regards to merit system standards for

grants-in-aid agencies.

Under provisions of Title 3 VIC, Section 701 through

728, the Director of Personnel is also charged with the

responsibility for administration of the Government Employees'

Retirement System. This involves maintaining official file

information relating to age, beneficiaries, salaries,

length of service, etc. for each member of the system and

keeping such information current. Also, this Division is








responsible for administering special pensions awarded by

legislation to former employees. The Retirement payroll

for this fiscal year was $7.1 million and covered some

1,371 annuitants.

The other major function of the Personnel Office is

the Group Health Insurance Program. Group Health Insurance

was created by Act No. 2816 to provide all government

employees with a comprehensive plan of group health in-

surance benefits. The Program has since been expanded to

provide dependent coverage and a basic life insurance

coverage of $10,000 per employee with options to purchase

an additional $15,000 in coverage.

The remaining pages of this annual report will pro-

vide a glimpse at the progress that has been made in

personnel management by noting the accomplishments of the

past year, as well as, the problems endured and planned

objectives for fiscal year 83.



























GOVERNMENT

EMPLOYEES SERVICE -- -- -

COMMISSION


GROUP INSURANCE
BOARD OF TRUSTEES
- -- -- -- -- --
RETIREMENT BOARD
OF TRUSTEES









*WS O*******************
*************************


DIRECTOR'S OFFICE


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


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




GOVERNMENT EMPLOYEES' SERVICE COMMISSION
CASES HEARD FOR FISCAL YEAR 1982


NAME

1. Liston Monsanto/
Mario Lima

2. Maude Cornelius

3. Paulette Rawlins


4. Eustace Roper

5. John Christopher


6. Jeannette Spearman

7. Leonard Moody

8. Hugo V. Hodge
II If

11 II


9. Dorett Jones

10. Scott Godrey
11 11

11. Evelyn Farrington

12. Kelvin Chesterfield

13. Jose Melendez

14. Richard Esquillin


DEPARTMENT

V.I. Bureau of Tax


Social Welfare

V.I. Bureau of Tax
11 11

Youth Services Admin.

Commerce
11

V.I. Highway Safety

V.I. Planning Office

Public Safety
11 11
11 11
11 II


Labor

Health
11

Health

Bureau of Corrections

Housing & Comm.

Data Processing,
Finance Dept.


PLACE

STT


STC

STT
11

STC

STT
11


STC

STT

STT
11
'I



STT

STT
11


ACTION

Discrimination


Discrimination

Discrimination
(Cont'd)

Dismissal

Dismissal
(Cont'd)

Discrimination

Dismissal

Dismissal
(Cont'd)
(Cont'd)
(Cont'd)
(Cont'd)

Dismissal

Dismissal
(Cont'd)

Dismissal

Discrimination

Dismissal

Dismissal


DATE HEARD

10/6/81


10/7/81

10/20/81
3/23/82

11/16/81

11/12/81
11/20/81

11/19/81

12/18/81

2/19/82
3/8/82
3/25/82
3/29/82
3/30/82

2/11/82

2/17/82
3/10/82

2/17/82

3/18/82

3/21/82

3/23/82


DECISION

Dismissed/no basis


Dismissed (File thru griev)

Reclassification


Upheld


Upheld

Dismissed/no basis

Reduced 90 days





Reduced 90 days

Dismissed no juris.


Dismissed

Dismissed

Dismissed

Upheld

Dismissed


juris.

juris.

juris.


without prej.


-1-




Page 2 GESC CASES HEARD FOR FY'82


NAME

15. Adelia Schuster

16. Liston Monsanto


17. Ashley Richards

18. Hullena Callwood




19. Lucien Adams

20. Evelyn McLaughlin

21. Violet Griffin

22. Jacqueline Brown


23. Raymond Fredericks

24. Adelbert Molyneaux/
Winston Wilson

25. Eurice Nibbs

26. Robert Kelch

27. Anastacio Sanes


28. R. A.Johnston
29. Laurel I

29. Lauriel Oliver
II I1


DEPARTMENT

Health

V.I. Bureau of Tax


Public Works

V.I. Lottery
11


Dept. of Health

Health

Conservation & Cult.

Bureau of Internal
Revenue

Public Safety

Public Safety
Is 11

Public Safety

Public Safety

Public Safety


Public Safety

Public Safety
11 "


PLACE

STC

STT


STT

STT
11


STC

STT

STT


STT

STT
11

STT

STT

STC


STC
If

STC
11


ACTION

Discrimination

Dismissal


Suspension

Dismissal
(Cont'd)
(Cont'd)


Discrimination

Discrimination


Suspension

Susepnsion


Discrimination

Discrimination
(Cont'd)

Discrimination

Discrimination

Discrimination
(Cont'd)

Discrimination
(Cont'd)

Discrimination
(Cont'd)


DATE HEARD

4/16/82

4/19/82


4/26/82

4/26/82
5/27/82
6/8/82


6/11/82

6/22/82

6/23/82

7/23/82


7/29/82

7/23/82
7/29/82

8/17/82

8/17/82

8/12/82
8/13/82

8/12/82
8/13/82

8/13/82
8/27/82


DECISION

Dismissed no juris.

Returned to duty
(Reverse)

Reversed



Reduced to 45 day
Suspension


Dismissed

Dismissed

Upheld

Dismissed


without

without


prej.

prej.


without prej.


Dismissed lack of proof


Upheld

(To be continued)

Dismissed (file thru griev:


Upheld


Upheld


Upheld




Page 3 GESC CASES HEARD FOR FY'82


NAME

30. Sonja Christian

31. Hugo Hodge



32. Ezell Bolds


33. Roy Oliver


34. Ivan Oliver

35. Richard Esquillin


DEPARTMENT

Education

Public Safety


Labor


Bureau of Correc.


Bureau of Correc.

Data Processing,
Dept. of Finance


PLACE

STC

STT


STT


STC
II

STC

STT


ACTION

Discrimination

Allege Demotion



Dismissal


30-Day Suspen.
(Cont'd)

40-Day Suspen.

Dismissal


DATE HEARD

8/27/82

9/8/82



8/31/82


9/10/82
9/20/82

9/10/82

9/22/82


DECISION

Dismissed no juris.

Dismissed no juris.
approved.stipulation
by both parties

Dismissed without
prejudice


Reduced to 10 Days

(Cont'd to 10/4/82)

(Cont'd to 10/19/82)


TOTAL CASES HEARD -- 35


TOTAL DAYS CASES HEARD-- 49


APPEALS TO DISTRICT COURT -- 9










RECRUITMENT & CLASSIFICATION


Wilfred E. Baptiste, Sr.

Supervisory Personnel Analyst


Godfrey Fredericks

Cheryl Hydman

Evelyn Williams

Audrey Challenger

Alicia Van Holten

Beverly Joseph

Gertrude Clarke


Personnel Analyst II

Personnel Analyst II

Administrative Officer II

Administrative Officer I

Administrative Officer I

Clerk Typist II

Clerk Typist II










During fiscal year 1982, the Recruitment and Classification
staff continued to accomplish its goals, which are as follows:


1. RECRUITMENT

(a) To develop and improve the employment selection
process through job interviews, evaluations, and
upgrading 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 important for development of
employee performance. Additionally, 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) In accordance with a request from Governor Juan Luis a
Classification and Pay Study was conducted on employees of offices
of Civil Defense and Disaster Preparedness. A formal report,
indicating findings and recommendations was prepared and submitted
to the Director, Personnel Office.

(b) Examinations were administered to participants of the Wheatley
Skill Center. A statistical breakdown shows:


52 Clerk Typist I
21 Account Clerk

(c) Mass Police Officer and Correction Officer examinations were
administered to prospective officers. In addition, mass Fire
promotional examinations were administered. A statistical break-
down shows:

15 Sergeants
3 Lieutenants
36 Corporals


-5-









(d) In reference to letter dated July 17, 1981, the eligible lists
for the entire V.I. Government were cancelled of all individuals
who did not respond to same. This procedure was implemented in an
effort to update our eligible lists.

(e) Sent out numerous completed Job Interest Cards in an effort
to replace individuals who were cleared from our eligible lists.

(f) A formal report on job evaluations, performed on employees
of the Food Stamp Section, Department of Social Welfare (STT)
was prepared and submitted to Commissioner Blake.

(g) Mr. Godfrey Fredericks and Mrs. Cheryl Hydman, Personnel
Analysts visited the Department of Public Safety (STT) and verified
the performance evaluation records of Police Sergeants, Lieutenant
and Captains, in reference to promotional examinations. (126 testees
were involved).

(h) Final personnel actions were completed on D.O.S.H. re-
organization package. Formal type-written job specifications and
Class Allocation Notices were prepared.

(j) Mrs. Cheryl Hydman, Personnel Analyst II, travelled to St.
John, V.I. and spoke to elementary students, during their Career
Week, in an effort to emphasize the importance of attaining a
High School Diploma.

(k) On May 17 examinations were administered to the prospective
senior graduates of Ivanna Eudora Kean High School. A statistical
breakdown shows:

6 Clerk-Stenographer -I & II
9 Clerk Typist I & II

In addition to the aforementioned, on May 20 examinations were
administered to prospective senior graduates of Charlotte
Amalie High School. A statistical breakdown shows:

20 Account Clerk I & II
10 Clerk Stenographer I & II
15 Clerk Typist I & II

(1) During the month of July, Ms. Miranda Stout (Summer Student)
was very instrumental in re-typing many of our original (control)
job specifications that were shabby, due to wear and tear.

(m) Salary surveys were completed for Chase Manhattan Bank (STT)
and New Mexico State University.










ACCOMPLISHMENTS


Applications

FY-80

1,406

1,007


480


FY-81

1,608

1,184


617


878


1,226


FY-82

2,581

1,660


1,038


798


New Applications Processed

Applications evaluated for
Education and Experience.

Examinations administered
and scored.

Job Interest Cards were
received.


APPOINTMENTS (Processed)


FY-80


793


FY-81


683


574

54

30

161

70


532

19

5

204

72


FY-82


832


605

18

68

179

24

17


CORRESPONDENCE


FY-80


FY-81


FY-82


100


Eligible applicants were
certified.

Original Appointments.

Provisional Appointments.

Temporary Appointments.

Promotional Appointments.

Exempt Appointments.

Appointments in accordance
with Act 4498, Sect. 3.










Letters regarding job
inquiries were replied to.


-7-








FY '80 FY '81 FY '82

12 91 51 Pieces of correspondence were
prepared in reference to other
Recruitment and Classification
matters.

91 22 93 Notice of Position Realloca-
tion were prepared.

38 34 27 Class Allocation Notices
were prepared and distri-
buted.

32 38 25 New Job specifications were
finalized.

17 21 27 Job Specifications were re-
vised.

35 14 21 Listings of recommended
Position Reallocations were
prepared, in accordance with
Act No. 4086. (49) employees
were involved.

2 2 0 Proposed Pay Schedule were
constructed.

3 3 2 Salary Surveys were completed.

20 40 32 Desk Audits were conducted
and formal reports prepared.

16 29 13 Meetings were held with
numerous personnel from
various departments and
agencies to discuss Recruit-
ment and Classification matters.

1 0 10 Job Analyses were conducted
and typewritten documentation
prepared.

138 160 NOPA's evaluated for prospective
employees.

491 354 Field interviews & Evaluations
(Classification Study).


-8-










PROBLEMS WITHIN THE RECRUITMENT AND CLASSIFICATION SECTION


Inadequate staffing in the area of Personnel Analyst is
of major concern. Statistical information, in reference to
evaluations and examinations can attest to the existence of
this problem.

Due to the vast contractural agreements between the
government and representative unions, classification chaos
has increased tremendously within our pay schedules.

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




GENERAL COMMENTS AND RECOMMENDATIONS

In order to fulfill the growing demands of the public,
more expeditiously, it is highly recommended that we in-
crease our staff with a Personnel Analyst I and a Clerk
Typist II. During budget preparation, this matter should be
given positive consideration.




CLASSIFICATION & RECRUITMENT
EVALUATION OF APPLICANTS FOR EMPLOYMENT OR PROMOTION
FY 82

527






















332










235











132

o100

80


45

36
20
15




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^ Q S ^ s n- ^ S &
o l ^ l ^ it H





CLASSIFICATION & RECRUITMENT
EXAMINATIONS
FY 82


220




200


160


100


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CLASSIFICATION & RECRUITMENT


CERTIFICATION OF ELIGIBLES


FY 82


29


60


118


89


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220




200


160


120




100


142


106


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****STATISTICS****

APPOINTMENTS CERTIFICATIONS


ACT 4498 APPT.
MONTH ORIGINAL TEMPORARY SECTION 3 PROMOTION EXEMPTION PROVISIONAL TOTAL CERTIFCATIONS
13
OCTOBER 1 0 0 0 3 0 4
4
NOVEMBER 5 0 0 0 0 1 6
62
DECEMBER 34 0 0 10 6 0 50
84
JANUARY 13 0 0 5 1 10 29
64
FEBRUARY 55 15 0 7 3 0 80
29
MARCH 65 5 0 14 2 0 86
60
APRIL 93 6 3 14 1 0 117
118
MAY 51 5 1 14 3 1 75
89
JUNE 68 2 8 39 0 6 123
106
JULY 32 3 2 23 4 0 64
142
AUGUST 82 30 0 12 0 0 124
61
SEPTEMBER 106 2 3 41 1 0 153




TOTALS 605 68 17 179 24 18 911 832


ANNUAL REPORT FY 82







STATISTICS


ANNUAL REPORT FY 1982

CLASSIFICATION & RECRUITMENT


MONTH


OCTOBER

NOVEMBER

DECEMBER

JANUARY

FEBRUARY

MARCH

APRIL

MAY

JUNE

JULY

AUGUST

SEPTEMBER


APPLICATIONS
RECEIVED


77

108

204

71

188

186

120

183

418

485

433

108


CERT. OF
EVALS EXAMS ELIGIBLES


50

80

36

45

15

132

20

88

332

527

235

100


94

53

49

91

43

121

18

120

94

195

71

89


13

4

62

84

64

29

60

118

89

106

142

61


DESK CLASS POSITIONS
AUDITS ALLOCATIONS REALLOCATIONS


1

1

1

15

7

4

1

3

0

0

0

0


CLASSIFICATION
STUDY FIELD
INTERVIEWS & EVAL


4 4 + I t


1660


MONTH RECEIVED


TOTALS


354


2581


832


1038






STATISTICS

ANNUAL REPORT FY-82

APPOINTMENTS CERTIFICATIONS

ACT 4498
SECTION 3 PROMOTION EXEMPTION

0 0 3


MONTH

OCTOBER

NOVEMBER

DECEMBER

JANUARY

FEBRUARY

MARCH

APRIL

MAY

JUNE

JULY

AUGUST

SEPTEMBER


APPT.
TOTAL

4


CERTIFICATIONS

13


TOTALS 605 68 17 179 24 18 911 832


ORIGINAL

1

5

34

13

55

65

93

51

68

32

82

106


TEMPORARY

0

0

0

0

15

5

6

5

2

3

30

2


PROVISIONAL

0

1

0

10

0

0

0

1

6

0

0

0




STATISTICS

ANNUAL REPORT FY-82

CLASSIFICATION & RECRUITMENT


MONTH

OCTOBER

NOVEMBER

DECEMBER

JANUARY

FEBRUARY

MARCH

APRIL

MAY

JUNE

JULY

AUGUST

SEPTEMBER


APPLICATIONS
RECEIVED

77

108

204

71

188

186

120

183

418

485

433

108


I


EVALS

50

80

36

45

15

132

20

88

332

527

235

100


EXAMS

94

53

49

91

43

121

18

120

94

195

71

89


TOTALS 2,581 1,660 1,038 832 33 27 93 354


CERT. OF
ELIGIBLES

13

4

62

84

64

29

60

118

89

106

142

61


DESK
AUDITS


1
1

1

15

7

4

1

3

0

0

0

0


CLASSIFICATION
CLASS POSITION STUDY FIELD
ALLOCATIONS REALLOCATIONS INTERVIEWS & EVALS

0 0 89

0 0 34

0 0 7

4 0 94

3 17 0

5 9 0

3 5 20

1 0 0

2 10 0

7 16 53

2 31 0

0 5 57









***** PERSONNEL RESEARCH UNIT *****


Since the establishment of the Personnel Research Unit
(PRU) in February, 1982 the following has been done or is an
ongoing assignment.


1. The classification study has been
completed for the island of St.
Thomas. Due to the lack of per-
sonnel and other unforseen factors
such as resignations, transfers
etc. the St. Croix study has not
been completed. However, it is
hoped that members of PRU will
journey to St. Croix to expedite
the completion of such.


2. New class specifications are being
constructed to provide adequate
descriptions of the jobs in question.
These specifications are being
written based on information received
on specific jobs during the course of
the classification study.

3. Recomputed the job evaluation points
developed by Dr. Lance Seberhagen.
This was necessary due to the fact
that the point spread was not large
enough to utilize the proposed 40
grade plan, and most positions were
clustered in the bottom half of the
plan.


-17-







4. Preparing a proposed classification
and allocation of positions, listing
all employees of each department or
agency, to be submitted to the depart-
ment or agency head. This will provide
information relative to the findings
of the classification study.


5. Conduct monthly meetings which commenced
in April, 1982 with personnel officers
and representatives of all government
agencies, to provide them with informa-
tion regarding personnel practices, and
other topics of vital concern for all
government employees. Such topics
covered were (a) the classification
study -its aim and purpose, (b) collective
bargaining, (c) validation and test
development, (d) the new employee manual,
(e) the Privacy Act, (f) training oppor-
tunities for employees conducted by the
Regional Office in San Juan, (g) social
security problems with V.I. Government
conducted by Social Security Administration.


6. Made salary surveys between the Virgin
Islands, Puerto Rico and the U.S. Mainland.


7. Participated in training programs led by
our Labor Relations Specialist entitled
Records Management Training, Improving
Writing and Secretary as a Professional.
The first session was held on St.
Thomas and St. Croix, while the latter
sessions were held only on St. Thomas.


-18-







8. Conducted a validation study for the
police promotional levels, Sergeant,
Lieutenant and Captain. Established
essay and oral exams for these levels,
administered and scored such.


9. Administered and scored written exams
for fire promotional levels and
correction officers.


10. Provide technical information to the
Chief Negotiator relative to classi-
fication and pay.


11. Represents the Director of Personnel
at all meetings of the steering committee
in the Department of Public Safety.


12. Provide technical support to staff and
management of the Personnel Office.



Some of the problems affecting the Personnel Research
Unit are:


1. Much of the information collected and
compiled on the classification study
will be eroded due to collective
bargaining factors, unless management
and the union can be made to see that
salary negotiations should be done by
positions instead of departments.


2. The need exists to establish a closer
link between PRU and top management,
which was broken when our regular
meetings were discontinued.


-19-







3. The lack of training opportunities,
which is much needed, in order to
acquire the necessary skill and
expertise needed to perform in an
exemplary manner.



To improve operations in the Personnel Office:


1. A closer link is needed between top management and
all its subordinates personnel. Many employees
feel cut off or shut out from a relationship with
their supervisors.


2. Develop some method or procedure to eliminate the
problem of incorrect social security numbers.
This problem hinders employees when they attempt
to seek social security benefits.


3. Establish a new plan for all government employees.


4. Obtain a computer terminal, so that pertinent inform-
ation such as number of positions, number of persons
employed in each job category, item bank data for
test construction etc. can be utilized to its
fullest extent.


5. Recommended changes to the legislature to provide
for (a) utilization of the last three steps in the
30 grade plan in absence of a new pay plan, (b)
clarification of Act 4440 Section 374 E which is
applicable only to employees covered by a negotiated
agreement.


-20-














ADMINISTRATION AND RECORDS SECTION
*************

ALLEN CANTON

CHIEF
*************


ALMA HERMON

ORVIN PHILLIPS

CLAUD CARR

EVELYN PETERSEN

GLENDA GOODINGS

PATRICIA HOWARD

RUBY AMEY

CYNTHIA VANTERPOOL

ANNIE E. FAHIE

SHIRLEY VIOLENES

ETHLYN DE WINDT

VACANT

LINDA LAMBERTIS

LALITA STAPLETON


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

RECEPTIONIST

RECORDS MANAGEMENT OFFICER

STOREKEEPER II

PERSONNEL RECORDS CLERK I

PERSONNEL RECORDS CLERK I


-21-







ADMINISTRATION AND RECORDS


UHIGHLIGHTS FOR THE ADMINISTRATION AND RECORDS SECTION g$



Records and Administration completed the mechanization
phase of the automated personnel information system which in-
volved the actual filming and putting on microfiche approximate-
ly 11,000 government employees personnel files. Storage of
duplicate copies of the microfiche records have been provided
in an offsite location as back up in case of lost. We had to
also resort and refile the thousands of pieces of correspon-
dence and forms etc., in those files and then transfer them to
the mechanized filing system.


In January of this year we entered into a contract
with Advanced Management System of Puerto Rico, who designed
the software package for the automated personnel system, whose
purpose is to accomplish the following:


1. Provide easy accessibility by person
authorized, to employee records in the
computerized personnel file.

2. Give us the capability to periodically
update the files.


3. Provide us with physical security and
unscheduled request for information con-
tained in the files.


It will also serve three (3) main functions, Personnel
Administration, Payroll and Retirement.
The Personnel data Verification Sheets were designed
by Advanced Management Systems and Workshops were conducted


-22-






for the personnel clerks on both islands to explain the

need, use, and proper procedure to be followed in gathering

the additional data we would need to update the files. To

date over 80% of those forms have been completed and returned

to the Division of Personnel.

Data obtained from the payroll and human resources files

were used to create the computerized master personnel file.

The programs have been tested and we are on our way.

To further enhance our information gathering capabi-

lities, a software package known as "DATASCAN" was purchased

from Advanced Management Systems. DATASCAN is a highly

sophisticated information retrieval and report generating

system, to be used in conjunction with our other software

package.

I would like to make mention of the cooperation and

assistance received from Mr. Moron and Mrs. Jennings of the

Library Service Photo Lab, who spent countless hours in the

training, and supervision of the two (2) clerks, assigned

to perform the many tasks involving the microfilming of

the files.

Parallel to those other projects the records section

was involved in sorting and alphabetizing the inactive

files, about 12,000 of them. We were also involved in

preparing file folders for each temporary employee in the

government service. This involved going as far back as

1978 and sorting out NOPAs for employees who have been

temporarily employed down through the years.


-23-







We were also involved in training high school students,

and candidates from the WIN Program in filing and other office

procedures.



GOALS



FY-83

To be 80 percent complete with the up-dating of data

in the 12,500 files in the computerized master file.

To start filming and microfiching of the 12,000

inactive files.


-24-









Documents prepared for the Year:


Requisitions 301

Miscellaneous Disbursement Vouchers 648

Advice of Change 48

Miscellaneous Encumbrance Document 29

Statement of Remittance 27

Transportation Request 152

Travel Voucher 16

Voucher of Adjustment 47

Transfer Voucher 5

NOPA's 134

TOTAL--------------------------------------------------1,417


Documents Filed to Employees' Official Personnel Records


Performance Ratings 3,841

Acceptance 1,228

Personal History 566

Appointments 1,724

Personnel Actions 6,419

Requisitions 1,713

Medical Certificates 502

Fingerprints 587

Loyalty Oath 700

Application 364

OPR's 999

Miscellaneous 4,630


-25-







RATING:"


Effective, Meet Standards 2,583

Satisfactory 341

Exceeds Standards 255

Outstanding 422

Above Average 719

Requires Improvement 145

TOTAL----------------------------------------------- 27,738


Documents Processed Relating to Employees' Work History

Name Change 213

Salary Change 2,748

Position Title Changes 11

Terminations (Prob.) 3

Terminations (Temp.) 424

Leave without Pay 314

Leave with Pay 13

Military Leave -0-

Return to Duty 164

Reports (Prob.) 1,613

Reports (Perf.) 4,269

Suspensions 25

Dismissal 43

Resignations 844

Transfers 35

Deceased 16

Certificate of Appointment 1,517


-26-







Miscellaneous Correction 95

Unclassified Appointment 1,001

Temporary Extensions 1,932

Temporary Appointments 1,962

Dual Employment 355

Summer Employment 490

TOTAL -----------------------------------------18,297


-27-









ST. CROIX PERSONNEL OFFICE


This fiscal year, as budget restraints got tighter

and Union demands for salary increases got larger, we

are faced with increased difficulty in placing the un-

skilled and non-professionals in the Classified Service

of the Municipal Government. Although there may be a

need for lobs in a variety of areas, it is obvious that

as a consequence to the fiscal status of the General Fund,

monies for the offsetting of these needs are unfounded.

All of the above compounded by the recent mass layoffs

of skilled workers from the Hess Oil Refinary on St. Croix

has made the job situation even more dreadfull. It is at

times extremely painful to inform so many unemployed that

they cannot apply for certain types of jobs at this time

because our eligible lists are closed. Consequently, I

am inclined to place people on these "closed" lists occa-

sionally; based on their economic needs and/or related

work experience.


I can only under these adverse conditions try, in

some cases, to help the most qualified and most needy when-

ever possible.


As per our office, we have undertaken several projects

which upon achieving our goals, will enable us to better

serve the public. The projects are as follows:


-28-










(1) Up-dating of all Job Spec Books in the
St. Croix Personnel Office.

(2) Up-dating of Pay Plan Books.

(3) Closer supervision of the St. Croix
Personnel Analysts in terms of quality
of work.

(4) The utilization of Mr. Godfrey Fredericks
mostly in the conducting of Desk Audits
and Job Analysis in addition to routine
"Analyst" duties.


Due to fiscal restraints, we are still unable to

renovate our office or increase our staff. Nevertheless,

we will continue to serve the public the best we can under

the present conditions.

It is our hope that the computer service on St. Croix

will be operable in the near future.

I would like to add that evidenced by the test results

on our typing exams, I believe a study of commercial and

business curriculum of our local schools is needed. The

Typing ability and knowledge of the English Grammar is in-

credibly below minimum standards.

All in all, although employment is minimal, we are

busy processing temporary workers to permanent status and

doing a considerable amount of work in retirement record

keeping and other personnel related areas.


-29-










GOVERNMENT EMPLOYEES' RETIREMENT SYSTEM


CECELIA CRUSE




POSITION TITLE


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


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


-30-


NAME










GOVERNMENT EMPLOYEES' RETIREMENT SYSTEM


Highlights

Actuarial Study--The data for this study was complied

and submitted to Martin Segal Company, who will conduct

the indepth study of the Employees' Retirement System.

Due to the lack of incomplete manual and computerized records,

this task was indeed a tremendous one. We are now looking

forward to the results of this study early next year. This

valuation study will determine the soundness of the System

and will provide the Board with information in order that

they make recommendations to the Governor and Legislature

regarding contributions needed to fund the System to provide

future benefits.

Benefit Newsletter--First published and made available

to all members. In addition to our Retirement Handbook,

this newsletter has started a new line of communication to

the members.

The Board has acquired for the Retirement System a

new site preparation and design are currently underway.

This will be quite an accomplishment since we are in dire

need of space.

Educational Seminar-- Held for the members of the Board

of Trustees and staff by Martin E. Segal Consulting Actuary.

This seminar was indeed informative as it covered the finan-

cing of benefits, investments, and the fudiciary responsibi-


-31-









lities as a Trustee.

Members of the Board, the Administrator, and the

Assistant Administrator attended the National Retirement

Administrators' Conference in Biloxi, Mississippi.

Two new Board members attended the Institute for New

Trustees in Lake Tahoe, Nevada, which provided the basic

training in the function and responsibility of a Board

Member.

The Assistant Administrator and Fiscal Officer

appeared as guest speakers on the "Employee Award Program"

by the Housing Authority during this period.

On August 19, 1982, following an investment meeting,

a luncheon was held honoring former and outgoing members

of the Board of Trustees in recognition of their service

to the Retirement Board of Trustees.

The initial phase of implementation of Auto Loans to

the computer system has been completed. Planning for full

implementation of the Retirement System's Fiscal Records

continues and should be completed shortly.

It was very rewarding when the Board of Trustees

approved the automation of the general ledger and even

more so when Peat, Marwick, Mitchell and Company started

to implement the system.

Retired Members, Survivors, and Beneficiaries

The monthly retired benefit payroll continues to

increase steadily. This increase is due largely to earlier


-32-









retirement and the generous retirement plan which when

combined with Social Security allows the retiree to retire

with full compensation. The System now pays $7 million a

year to the retirees and survivors.

The computation sheets are now being used and placed

in retirees' files as recommended by the Auditors. Retirees

and Pensioners records of earnings for calendar year 1981

were mailed in time for income tax filing.


Legislation

No legislation was passed affecting the System this

year, however, the re-draft of the Retirement Code has

been completed and is now being considered by the Governor

for legislative approval.


Investment Performance

During this period the assets handled by the invest-

ment managers increased from $75 million to $90 million.

This increase also included new money sent to the managers

for investment. The rates of return for each manager was

as follows:

Alliance Capital Management 5.6%
First Pennsylvannia Bank 14.6%
Stein Roe & Farnham 8.8%

First Pennsylvannia, as fixed managers, invested in

short-term which achieved the greatest interest income return.

The analysis as prepared by Segal Advisors shows that the


-33-









transactions made by the investors were in compliance with

the guidelines adopted by the Board at the time of their

selection as investment managers.

The Board of Trustees will be keeping a close watch on

the investment returns during the coming year.


Activities of the Board

During the twelve-month period from October, 1981, to

September, 1982, the Board held 14 meetings at which some

of the staff were in attendance.

The Board met with representatives of the three invest-

ment managers on a quarterly basis and participated in other

meetings with interested persons who submitted proposals for

investment of the System's funds.

The Board held numerous meetings and discussions with

the firm of Peat, Marwick, Mitchell & Company, who have been

contracted to prepare financial statements and computerize

loan and contributions accounts.

In addition, the Board also:

(a) Determined eligibility for disability annuities

(b) Considered 213 mortgage loan applications

(c) Reviewed the car loan program and established new
guidelines for the staff to implement.

(d) Purchased $1,049,475.78 in property mortgages from
the Federal Deposit Insurance Corporation (F.D.I.C.)


-34-









Administration

Workload continued to be-very heavy for all functions

involved in administering the retirement program. Inquiries

regarding eligibility for retirement and prior service credit

have placed a heavy burden on the staff.

Applications for mortgages have also increased sub-

stantially due to the increased bank interest rates.


Problems

Despite correspondence from the Administrator and the

Assistant Administrator to the Department of Finance, the

accrued sick and excess annual leave is not being forwarded

to the Retirement Office on a timely basis in order to

compute the retirement annuities.

The Notice of Personnel Action documents are not pro-

cessed upon receipt of the retiree's notice of resignation

and we are unable to place these persons on the payroll

until evidence is received from the Department that the

person is no longer employed.

The computerization project has been way overdue and

has hampered the efficiency of the Retirement System. The

individual contribution accounts have not been posted

since December, 1977, and credited service has not been

recorded for hundreds of employees. This means that a

considerable amount of time must be spent in determining

credited service and delay processing of all benefits.


-35-









It is hoped that the 1099 forms, which are the indivi-

dual records of earning for all retirees and pensioners,

will be mailed earlier with the cooperation and assistance

of the Data Procession Section of the Department of Finance.

Hookup of a terminal in the St. Croix Office has been

delayed due to incorrect information given by Datapoint's

engineers on required parts for the modem hookup. They

have determined that with the purchase of two exclusion key

telephones, the complete installation should be accomplished.

It is very difficult to perform all functions of the

Fiscal Section based on the lack of proper equipment. The

personal, auto, and mortgage loan records are now being

posted on just one machine, this is an impossible task. We

would appreciate very much the support to obtain at least

one more machine until we can more to the computer.

The processing of refunds has not become an awsome task

because before refunds can be processed for outside agencies,

each payroll must be recorded, which now amounts to 28 such

payrolls. This has to be done since the computer printout

of individual contribution amounts has not been proven to

be accurate. This type of problem makes the work more

tedious and demanding since the accuracy of this work is of

the utmost importance.


Objectives

The Benefits Section is hoping that the contributions


-36-









for individual accounts will be made accurate so that

refunds can be made directly from the individual member's

record thus reducing the time it takes for a separated

member to receive their refund.


Accomplishments

The completion of the accounting work for the 1981

audit which includes the posting and reconciliation of

6,000 records or more and keeping the 1982 work at a 70%

completion level. It is also an accomplishment to be

able to maintain the fiscal posting of the personal and

auto loans at an up-to-date level manually.

Significant progress has been made in the updating of

Retirement Contributions and personal and mortgage loans.

With a greater concerted effort, a complete updating should

be accomplished within the next few months. Employee train-

ing in all phases of computer use continues with much improve-

ment.

Ninety-five percent of the requests for refund of

contributions have been processed for separated members using

the available quarters submitted by the Department of Finance

and the payrolls submitted by the outside agencies.


Recommendations

A review Board for disability cases should be established

by Martin E. Segal Associates to review questionable cases


-37-









where doctors will not state definite disability. This will

relieve the Assistant Administrator of this awesome responsi-

bility. It is also recommended that legislation be enacted

to increase the formula for non-duty disabilities. This

benefit is far too low for employees who have 20 or more

years of service to the government.

The Board of Trustees provides a lump-sum death benefit

to beneficiaries of deceased members. The benefit paid to

beneficiaries is paid by the Group Health Insurance and is

no cost to the Retirement Fund.

All membership and retiree records should be micro-

filmed. These records contain information that cannot be

retrived in the event of any loss.

The mini-computer section design a program to compute

the more than 1,000 yearly increments for the retirees.

A recommendation should be made to the Governor by

the Board for a cost of living increase for retiress who

retired prior to July 1, 1970.

A synopsis of the assets and liabilities of the System

be distributed to all members.

Membership records should be updated to insure that

every member has a designated beneficiary.

A Pre-retirement Program for members 50 years or over

so that they may establish all government service and be

credited prior to their retirement date.


-38-










Sick and annual leave be restored to the check stubs

by the Department of Finance so that this information will

be taken directly from the employees records to process

his annuity.

It is recommended that more supervisory staff meetings

be held to help with knowing the direction of the office.

Also, to see at budgetary time, monies for board resolutions

be place in the existing budget for the fiscal year.


-39-









FISCAL OFFICE


Accomplishments

The completion of the accounting work for the 1981

audit which included the posting and reconciliation of

6,000 records or more and keeping the 1982 work at a

70% completion level. It is also an accomplishment to

be able to maintain the fiscal posting of the personal

and auto loans at an up-to-date level manually.


Highlights

It was very rewarding when the Board of Trustees

approved the automation of the general ledger and even

more so when Peat, Marwick, Mitchell & Company started

to implement the System.


Problems

It is very difficult to perform all functions of

this section based on the lack of the proper equipment.

The personal, auto, and mortgage loan records are now

being posted on just one machine; this is an impossible

task. I would appreciate very much the support to obtain

at least one more machine until we can move to the computer.


Recommendations

I would recommend that more supervisory staff meetings

be held to help with knowing the directions of the office.

Also, I would like to see at budgetary times monies for

board resolutions be placed in the existing budget for that

fiscal year.


-40-











COMPUTER OPERATIONS


Accomplishments

Significant progress has been made in the updating

of Retirement contributions and personal and mortgage

loans. With a greater concerted effort.a complete

updating should be accomplished within the next few

months. Employee training in all phases of computer use

continues with much improvement.


Highlights

Initial phase of implementation of Auto Loans to the

computer system has been completed. Planning for full

implementation of the Retirement System's Fiscal Records

continues and should be completed shortly.


Problems

Hookup of a terminal in the St. Croix office has been

delayed due to incorrect information given by Datapoint's

Engineers on required parts for the modem hookup. They

have determined that with purchase of two exclusion key

telephones the complete installation should be accomplished.


-41-









LOAN SECTION


Personal Loans

In Fiscal Year, 1982, 4,773 loan applications were

processed. This work was accomplished with the inter-

viewing of employees pertaining to the required information

to complete the application. An individual loan card is

made for each loan. The outside agencies are notified

by letter giving a breakdown of the employee's loan pay-

ments.

The main problem with the processing of applications

is the calculation of the credited years of service for

the employee and calculating the contributions for the

outside agencies. With the work going on the computer,

it would be possible for them to program it to give us

the years an employee has been paying contributions.

The last computer printout was posted as of September,

1981. The Loan Clerks have to pick up every payday from

October, 1981, to the present. This takes up a lot of

time in processing an application.


Mortgage Loans

The mortgage loan program has been highly active

within the last fiscal year. There has been an increase

in mortgage loan applications with the increase in the

Banks' lending rates and the freeze on mortgage loans.

There has been an increase in inactive mortgage loans

within the last fiscal year.


-42-










Auto Loans

With the reinstatement of the auto loan program a

total of 108 loans were approved. On the island of

St. Thomas, a total of 78 loans were approved and on

St. Croix, 30 loans were approved.


-43-










BENEFITS SECTION


Accomplishments

The computation sheets are now being used and placed

in Retirees' files as recommended by the Auditors. Retirees

Pensioners records of earnings for calendar year 1981 were

mailed in time for income tax filing. Ninety-five percent

of requests for refunds of contributions have been pro-

cessed for separated members using the available quarters

submitted by the Department of Finance and the payrolls

submitted by the outside agencies.


Objectives

This section is hoping that the contributions for

individual accounts will be made accurate so that refunds

can be made directly from the individual member's record

thus reducing the time it takes for a separated member to

receive their refund.

It is hoped that the time it takes members to receive

a response will be lessened on such matters as total con-

tributions due to the System and what service they may

receive credit for with more cooperation from the personnel

sections of all departments and agencies in submitting

requested documents.

It is hoped that the 1099 forms, which are the indi-

vidual record of earnings for all retirees and pensioners,


-44-









will be mailed earlier with the cooperation and assistance

of the Data Processing Section of the Department of Finance.


Problems

Members are still not aware of the importance of

having a membership record form on file and because of

this lackadaisical attitude for the most part, it becomes

a problem when the member dies and there is no available

record on survivors or a current mailing address from

personnel files.

The processing of refunds has now become an awesome

task because before refunds can be processed for outside

agencies, each payroll must be recorded, which now amounts

to twenty-eight (28) such payrolls. This has to be done

since the computer printout of individual contribution

amounts has not been proven to be accurate. This type of

problem makes the work more tedious and demanding since

the accuracy of this work is of the utmost importance.

The long period of waiting for accrued sick leave

hours and excess annual leave for retirees from the Payroll

Section of the Department of Finance has still not been

corrected inspite of numerous correspondence requesting

better assistance.


-45-








DISBURSEMENT VOUCHERS PROCESSED


I. LOANS TO MEMBERS

(a) Personal Loans
(b) Mortgage Loans
(c) Automobile Loans

II. NEW INVESTMENTS


(a) Purchases of Certificates
of Deposit
(b) Purchase of F.D.I.C.
Mortages

III. REFUND OF CONTRIBUTIONS

(a) Refunds to Members
(b) Refunds to Departments

IV. RETIREMENT CASES PROCESSED


(a)
(b)
(c)
(d)
(e)
(f)


Service Retirement
Survivor's Annuity
Duty-Connected Death Annuity
Duty-Connected Disability
Non-Duty Disability
Special Pension


4,776
347
109


$ 6,578,435.00
4,087,902.00
539,225.00


15,000,000.00

1,049,475.78


426
1


486,125.03
14.73


133
6
0
1
7
5


V. REFUNDS OF DECEASED MEMBERS
TO SURVIVORS


133,148.57


VI. PAYROLLS


(a) Retirement Payrolls
(b) Pension Payrolls
(c) Receiving Retirement Annuities
(d) Receiving Special Pensions

VII. OTHER DISBURSEMENTS PROCESSED

(a) Prudential Insurance
(b) U.S. Marshall (Foreclosure)

TOTAL VOUCHERS PROCESSED FOR PAYMENT

VIII. Total Board Meetings Held

IX. Miscellaneous Letter, Directives
to Finance and Other Agencies

X. Bills and Statements of Remittance


24
24
1,371
90


7,080,489.28
197,539.22


121,417.12
91,166.54


5,891

14


986

380


-46-








XI. PERSONNEL DOCUMENTS REVIEWED FOR RETIREMENT PURPOSES


(a) Notices of Personnel Action
(b) Membership Records and New Appointments


14,771
1,803


XXI. MEMBERSHIP


(a) Active Employees
(b) Inactive Employees
(c) Retired Members and Beneficiaries


8,726
4,005
1,371


At the end of Fiscal Year, 1982, the assets of the System

were distributed as follows:

INVESTMENTS

Marketable Securities:


Time Certificates of Deposit
U.S. Government and Government
Guaranteed Obligations
Corporate Bonds and Debentures
Short-term Common Trust Fund
Common Stock


TOTAL MARKETABLE SECURITIES


LOANS

Members' Mortgage Loans
Members' Personal Loans
Members' Automobile Loans
Loans to Government Agencies

TOTAL LOANS


CASH


Department of Finance


TOTAL ASSETS


$ 32,000,000.00

34,060,826.00
25,300,247.00
17,187,000.00
13,810, 029.00


$112,358,102.00




$ 21,620,908.00
15,725,858.00
2,007,947.00
3,000,000.00

$ 42,424,713.00



$ 505,074.00

$165,287,889.00


-47-









GROUP INSURANCE PROGRAM


In accordance with Title 3, V.I.C., Chapter 25, Subchapter

VIII, Paragraphs 631-640, Group Insurance Benefits are being

provided to Government Employees and their eligible dependents.

As of March 31, 1982, the Group Plan with the Prudential

Insurance Company of America was cancelled and the processing

of medical claims transferred to the new Group Insurance Carrier,

AETNA Life and Casualty on April 1, 1982, as was recommended

by the Consulting Firm of Martin E. Segal to the Board of

Trustees. Effective June 1, 1982, a Dental Insurance Plan

was added for employees and on July 1, 1982, the dental

coverage was extended to dependents of employees choosing

that coverage.

Eligible for coverage in the Group Plan are retired

employees on the Government Retirement payroll, employees

of the Virgin Islands Housing Authority, the Urban Renewal

Board, the Port Authority, the College of the Virgin Islands,

and employees of the departments, offices, and agencies of

the Virgin Islands Government.

The Plan of Benefits remains, in part, similar to the

previous plan carried by the Prudential Insurance Company

with the exception of the addition of the dental coverage.

The following explains each line of coverage, the

number of participants, and the rates:


-48-










LIFE INSURANCE

Non-Contributory Life Insurance for Employees:

Term Life Insurance $10,000
Accidental Death and Dismemberment $10,000

Employees Covered for Life and AD&D 10,640
Retired Employees Covered 285

Rate: 30 per $1,000 of Life Coverage per month
03 per $1,000 of AD&D Coverage per month

Government Contribution = 100%

Contributory Life Insurance for Employees:

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

Option II Term Life Insurance $10,000
Accidental Death and Dismemberment $10,000

Option III Term Life Insurance $15,000
Accidental Death and Dismemberment $15,000

Employees Covered for Optional Life and AD&D 4,442
Option I 454
Option II 1,290
Option III 2,698

Rate: 30 per $1,000 of Life Coverage per month
03N per $1,000 of AD&D Coverage per month

Employee Contribution = 100%

An employee can be covered for a maximum (non-contri-

butory, and contributory) Term Life Insurance of $25,000

and Accidental Death and Dismemberment of $25,000.

The Term Life Insurance is reduced to $2,500 at retire-

ment; and retired employees are only covered for Life Insurance.


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HEALTH INSURANCE

Hospital Expense Benefits Semi-Private Room Rate plus
other covered hospital services. 70-day maximum.

Medical Expense Benefits Covers doctors' fees for home
visits at $15 per day, hospital confinement visits at $5
per day, office visits at $10 per day. The maximum bene-
fit for this coverage is $350 per calendar year.

Surgical Expense Benefits Pays 80% of the reasonable and
customary charge made by a doctor for surgical and surgi-
cal assistance services.

Diagnostic X- Ray and Laboratory Expense Benefits Sched-
uled benefits for coverage dignostic tests. Maximum $125
per calendar year.

Major Medical Expense Benefits $100 deductible per
calendar year 80% thereafter for all eligible medical
expenses. $200 family deductible per calendar year
accumulated collectively by covered members of a family
(those being carried as eligible dependents on the coverage
of the employee) is $100,000, however, the lifetime mental
and nervous disorders benefit is $20,000 and this benefit
is subject to various limitations.

Employees Covered 10,640
Retired Employees Covered 242
Employees With Dependents Covered 5,949
Retired Employees With Dependents Covered 85

Rate: Employees and Retired Employees under age 65:
$24.94 per month

Employee contributes 25%, Government contributes 75%,
Retired Employees contribute 50%, Government contributes
50%.

Rate: Employees and Retired Employees with Dependents covered
under age 65 is $19.78 per month to which employees and
the retired employee contribute 100%.


DENTAL INSURANCE

The Plan allows benefits according to a schedule of

certain procedures.


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Employees Covered 10,640
Retired Employees Covered (under and over age 65) 561
Employees with Dependents Covered 3,270
Retired Employees with Dependents Covered 102

Rate: Employee and Retired Employee: $8.50 per month

Employee contributes 25%, Government Contributes
75%, Retired Employee Contributes 50%, Government
Contributes 50%.

Rate: Employee and Retired Employees with Dependents:
$13.13 per month

Employees and Retired Employees Contribute 100%
for Dependent Coverage.


SUPPLEMENTAL MEDICARE COVERAGE(Integrated Medicare Plan)

This Plan is applicable to Employees and Dependents

eligible for Medicare.

Employees Covered 319
Dependents Covered 17

Rate: $ 18.70 per month Government contributes 50%
Employee contributes 50%

Rate: Retired Employees with Dependents eligible for
Medicare $14.84

Retired Employee Contributes 100%


TOTAL AMOUNT OF LIFE INSURANCE AND AD&D IN FORCE AS OF 9/30/82

Contributory Life Insurance $ 55,640,000
Non-Contributory Life Insurance $107,112,500
Accidental Death and Dismemberment $162,040,000

Total Group Insurance Premium paid to the Prudential Insurance
Company from 10/1/81 through 3/31/82 is $2,092,118.40.

Total Group Insurance Premium paid to the AETNA Life and Casualty
from 4/1/82 through 9/30/82 is $3,011,057.13.

Total Group Insurance Premium paid $5,103,424.90. The Premium
was applied as follows:


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PRUDENTIAL


Contributory Life
Non- Contributory Life
Accidental Death and Dismemberment
Employee Health Insurance
Dependent Health Insurance
Employee Dental Insurance
Dependent Dental Insurance
Employee and Dependent on Medicare


$ 73,101.00
204,128.78
37,650.01
1,159,046.91
598,858.26


19,333.44


$ 75,676.50
192,810.00
25,566.15
1,532,488.18
666,922.26
366,282.00
125,549.06
37,305.48
less 11,542.50 N/C
Life Credit Adjustment


Total Life Insurance and AD&D Benefits paid this FY


$444,583.11


Total Health Insurance Claims paid by the Prudential Insurance
Company from 10/1/81 through 3/31/82 is $1,711,003.23.

Total Health Insurance and Dental Claims paid by AETNA Life
and Casualty from 4/1/82 through 9/30/82 is $2,684.240.77
(including dental claim payments of $36,123.50).

The Health and Dental Claim payments are apportioned as follows:


St. Thomas Hospital
St. Croix Hospital
Ingeborg Nesbitt Clinic
V.I. Physicians
V.I. Anesthesia Association
Insureds
P.R. Hospitals
P.R. Physicians
U.S.A. Hospitals
U.S.A. Physicians
Tortola Hospitals and Physicians


PRUDENTIAL

$410,640.78
102,660.19
15,741.23
294,275.05
25,682.56
325,090.61
106,595.50
34,048.96
297,201.26
83,496.96
15,570.13


AETNA


$644,217.78
161,054.45
24,695.02
456,320.93
45,632.09
510,005.74
167,228.20
53,416.39
466,252.82
130,990.95
24,426.40


On the average Claims are being received at the rate of

approximately 3,000 per month. On the average approximately

1,800 claims are forwarded to AETNA per month.

During the Fiscal Year commencing 10/1/82 we are look-

ing forward to computerizing the claim eligibility process

from the enrollment records. Also, we are requiring much


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AETNA











improved services from AETNA to the Health Care Providers

of services and the insured employees.


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