• TABLE OF CONTENTS
HIDE
 Front Cover
 Front Matter
 Table of Contents
 Introduction
 Director's office
 Recruitment and classification
 Administration and records
 Retirement administration
 Group insurance program
 Personnel research unit
 St. Croix office
 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
STANDARD VIEW MARC VIEW
Permanent Link: http://ufdc.ufl.edu/UF00089095/00003
 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: 1982-1983
 Record Information
Bibliographic ID: UF00089095
Volume ID: VID00003
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
    Front Matter
        Front Matter 1
        Front Matter 2
    Table of Contents
        Table of Contents
    Introduction
        Page i
        Page ii
        Page iii
    Director's office
        Page 1
        Page 2
        Page 2a
    Recruitment and classification
        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
    Administration and records
        Page 16
        Page 17
        Page 18
        Page 19
    Retirement administration
        Page 20
        Page 21
        Page 22
        Page 23
        Page 24
        Page 25
        Page 26
        Page 27
        Page 28
        Page 29
        Page 30
    Group insurance program
        Page 31
        Page 32
        Page 33
        Page 34
        Page 35
    Personnel research unit
        Page 36
        Page 37
        Page 38
    St. Croix office
        Page 39
        Page 40
        Page 41
        Page 42
        Page 43
        Page 44
    Back Cover
        Page 45
        Page 46
Full Text
J OF F L-BRARY
ANNUAL REPORT



October 1, 1982- September 30, 1983







t














Director of Personnel
LDirector of Personnel























IO I
-.I E LIBERIS
/UNIVEfIlITY of TFLOIIDA

a V, 6,


--~--,




nA MAr


GOVERNMENT OF
THE VIRGIN ISLANDS OF THE UNITED STATES

PERSONNEL OFFICE
P.O. Box 2336 MEMBER
Charlotte Amalile St. Thomas, V.I. 00801
809-774-8588




Honorable Juan Luis
Governor theL Virgin Islands
Government House
St. Thomas, Virgin Islands

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 1982-83, which
ended September 30, 1983.

Highlights of the 1982-83 fiscal year are presented
on the following pages for the Division of Personnel,
Retirement Administration and the Group Health Insurance
Program.

Additional or supplemental information will be
provided upon request.


Sincere y,




L ie A. Million
Director of Personnel


/nad

Enclosure:


(An Equal Opportunity Employer)


OFFICE OF
RE GOVERNOR


















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



INTRODUCTION. . .. i


GOVERNMENT EMPLOYEES' SERVICE COMMISSION. .1


RECRUITMENT AND CLASSIFICATION .3


ADMINISTRATION AND RECORDS .. .16


RETIREMENT ADMINISTRATION 20


GROUP INSURANCE PROGRAM. .. .31


PERSONNEL RESEARCH UNIT. .. .36


ST. CROIX BRANCH OFFICE. .. .39









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 Government
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 supplementary
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) departments 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 in-
formation 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 other major function of the Personnel Office is
the Group Health Insurance Program. Group Health Insurance


-i-









was created by Act No. 2816 to provide all government
employees with a comprehensive plan of group health insurance
benefits. The Program has since been expanded to provide
for Dental Insurance, 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 provide
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 FY-84.

































GOVERNMENT

EMPLOYEES SERVICE -- ---- -

COMMISSION


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



















DIRECTOR'S OFFICE

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


NAME


NORMA A. DURAN


PATRICIA WILLIAMS


ELLEN MURRAINE


LESLIE A. MILLION


DOREEN VAN PUTTEN


POSITION TITLE


ADMINISTRATIVE OFFICER III


ADMINISTRATIVE SECRETARY II


ASSISTANT DIRECTOR


DIRECTOR


REPORTER-SECRETARY





GOVERNMENT EMPLOYEES' SERVICE COMMISSION
CASES HEARD FOR FISCAL YEAR 1983


1.


2.


3.

4.


5.


6.


7.

8.


9.


10.


11.

12.


13. Dahlia Morales


Commerce


NAME DEPARTMENT

Ivan Oliver Bur. of Corrections


Richard Esquillin Finance- Data Proc.
Continuation 11/5/82

Reuben Krauser Public Safety

Lt. Eugene Thompson Pub. Safety
Continuation 1/28/83

Alberto Donastorg Public Safety


Alberto Donastorg Public Safety


Ivan Oliver Bur. of Corrections

Wade Canton Conservation
Continuation 2/11/83

Alvin Leerdam Public Safety


Thelma Battiste Administrator's
Continuation 3/16/83 Office

Cyprini Simmonds Conservation

Alberto Donastorg Public Safety


PLACE

STC


STT


STC

STC


STT


STT


STC

STT


STT


STC


STC

STT



STC


ACTION DATE HEARD

40-Day 10/4/82
Suspension

Dismissal 10/9/82


Discrimination 11/18/82

5-Day 12/18/82
Suspension

40 Day 12/14/82
Suspension

40-Day 2/9/83
Suspension

Discrimination 2/4/83

Dismissal 1/18/83


15-Day 3/14/83
Suspension

Dismissal 3/15/83


Discrimination 3/18/83

40-Day 3/29/83
Suspension
Returned to GESC
due to Court Ruling
Two- Day 4/18/83
Suspension


DECISION

Reduced to 15 day!


Upheld


Dismd without pre,

Reversed


Dismd without pre,


Dismd no jurisd.


Dismd no jurisd.

Reduced to 15 day


Reduced to letter
.of Reprimand

Upheld


Dismd/Agreement
Reached

Reduced to 15 day


Reversed


I i ~. -






GESC CASES HEARD FOR FY'83


DEPARTMENT


PLACE ACTION


DATE HEARD


DECISION


14. Fay Lindqvist
Continuation
Continuation

15. Ralph Herbert



16. Carmen Lake


17. Robert Danet


18. Joan Minus


Commerce
4/19/83
5/3/83

Bur. of Corrections



Education


Conservation


Commerce


19. Geraldine Rainer Commission on
Continuation 7/18/83 Handicapped


STC



STC



STT


STT


STT


STT


Five-Day
Suspension


Dismissal
(Heard by
Court Order)

Ten-Day
Suspension


Two-Day
Suspension

Dismissal


Discrimination


4/18/83



6/3/83



6/17/83


6/21/83


7/6/83


7/1/583


Reversed



No jurisdiction



Dismissed by
Stipulation betwe
Parties


Upheld


Dismissed by
Stipulation


Dismissed, no
proof of Discrin


GESC CASES HEARD FOR FY'83 -
GESC MEETINGS CONVENED FOR FY'83


NAME


19
- 26


* 2 *
















RECRUITMENT & CLASSIFICATION


Wilfred E. Baptiste, Sr.

Supervisory Personnel Analyst


Cheryl Hydman


Audrey Challenger


Evelyn Williams


Gertrude Clarke


Jeannette Petersen


Personnel Analyst III


Personnel Analyst I


Administrative Officer III


Administrative secretary I


Clerk Typist II


-3-











During fiscal year 1983, the Recruitment and Classifi-
tion staff continued to accomplish its goals, which are as
follows:

1. RECRUITMENT

(a) Development and improvement of the employment
selection process through job interviews and
evaluations and upgrading of obsolete exami-
nations, in order to enhance the functions of
the merit system.

(b) Recruitment, selection and advancement of
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 information such as the necessary quali-
fications, duties, responsibilities, charac-
teristics and other factors that are important
for development of employee performance. In
addition, to maintain an effective classifica-
tion plan, which is the basis for the adminis-
tration of comparative salary rates, through
the performance of classification audits and
job analyses.

HIGHLIGHTS

(a) Correction Officer examinations were administered
to 30 applicants.

(b) Maintenance of a Log Book record on incoming
applicants informational data and maintenance
of a Classification Log were instituted within
the Recruitment and Classification Section.

(c) Examinations were administered to 103 prospec-
tive Firefighters.

(d) Police Officer examinations were administered to
116 applicants.

(e) On December 20th the Supervisory Personnel Analyst
attended a workshop on contract administration at
V.I. Hilton Hotel, for all management and supervi-
sory staff of the Personnel Office.


-4-












(f) Four field interviews were conducted on positions held
by employees of Youth Services Administration.

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

13 Clerk Typist I & II
9 Clerk Stenographer I & II

(h) On May 24, in addition to the aforementioned, examina-
tions were administered to prospective senior graduates
of Charlotte Amalie High School. A statistical break-
down shows:

24 Account Clerk I & II
12 Clerk Stenographer I & II
15 Clerk Typist I & II

(j) On June 27 Ms. Debra Berkeley and Ms. Marcia Julien
joined our staff as summer employees. They were very
instrumental in re-typing many of our original (con-
trol) job specifications that were shabby, due to wear
and tear, and also in the performance of other typing
and filing tasks.

(k) A typewritten report, indicating pending and outstanding
assignments was prepared and submitted to the Assistant
Director, Personnel Office, on September 20th deadline.

(1) On September 30th Ms. Gertrude Clarke, Administrative
Secretary I, attended an educational seminar entitled
"The Secretary's and Clerical Staff New Identity In The
Computer Era". This seminar was conducted at Bluebeards
Castle Hotel, by Professional Secretaries International
St. Thomas/St. John chapter.


-5-












ACCOMPLISHMENTS:




APPLICATIONS


FY '81

1,608

1,184


617


878


FY '82

2,581

1,660


1,038


798


FY '83

1,995

1,012


1,016


946


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


FY '82

832


605

18

68

179

24

17


FY '83

702


519

13

8

128

50

64


Eligible applicants were
certified.

Original Appointments.

Provisional Appointments.

Temporary Appointments.

Promotional Appointments.

Exempt Appointments.

Appointments in accordance
with Act 4498, Section 3.


FY '81

100


CORRESPONDENCE

FY '82 FY '83

95 151


Letters regarding job
inquiries were replied to.


-6-









FY '81 FY '82 FY '83

91 51 61 Pieces of correspondence
were prepared in reference
to other Recruitment and
Classification matters.

22 93 94 Notice of Position Real-
location were prepared.

34 27 40 Class Allocation Notices
were prepared and distri-
buted.

38 25 24 New Job specifications were
finalized.

21 27 27 Job Specifications were re-
vised.

14 21 14 Listings of recommended
Position Reallocations were
prepared, in accordance with
Act No. 4086. (25) employees
were involved.

2 0 0 Proposed Pay Schedule were
constructed.

3 2 0 Salary Surveys were completed.

40 32 8 Desk Audits were conducted
and formal reports prepared.

29 13 0 Meetings were held with
numerous personnel from
various departments and
agencies to discuss Recruit-
ment and Classification matters.

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

138 160 410 NOPA's evaluated for pros-
pective employees.

491 354 6 Field interviews & Evaluations
(Classification Study).














PROBLEMS WITHIN THE RECRUITMENT AND CLASSIFICATION SECTION


Inadequate staffing, particularly in the area of
Personnel Analyst continue to be of major concern. Sta-
tistical information, in reference to examinations and
evaluations, as indicated in this report will attest to
the existence of this problem.

Classification chaos continue to increase tremen-
dously within our General and Craft and Labor pay sche-
dules, due to vast contractural agreements between the
government and representative unions. However, in as
much as the unions are here to stay, this problem will
never be alleviated.



GENERAL COMMENTS AND RECOMMENDATIONS


Once again, it is highly recommended that we increase
our staff with a Personnel Analyst I and a Clerk Typist II,
so that the growing demands of the public can be fulfilled,
more expeditiously. During budget preparation this matter
should be gravely given positive consideration.

At least with the hiring of another Personnel Analyst I,
we shall be able to function more effectively.


-8-











STATISTICAL DATA

CLASSIFICATION & RECRUITMENT SECTION

ANNUAL REPORT FY 1983


MONTH


OCTOBER

NOVEMBER

DECEMBER

JANUARY

FEBRUARY

MARCH

APRIL

MAY

JUNE

JULY

AUGUST

SEPTEMBER


APPLICATIONS
RECEIVED


285

327

25

207

178

186

92

143

162

121

123

146


EVALS


188

90

83

76

81

45

74

87

83

81

53

71


EXAMS


97

156

60

96

83

82

54

175

54

46

70

43


CERT. OF
ELIGIBLES


50

65

47

111

23

73

52

46

89

52

68

26


DESK CLASS POSITIONS J.I.C.
AUDITS ALLOCATIONS, REALLOCATIONS, REC'D


79

31

42

254

76

51

41

96

64

35

84

93


946


I 4 + 4 I 1


CLASS. STUDY
INTERVIEWS


1995


1012


1016


702


TOTALS










APPOINTMENT STATISTICS

CLASSIFICATION & RECRUITMENT SECTION

ANNUAL REPORT FY 1983





ACT 4498
MONTH ORIGINAL TEMPORARY SECTION 3 PROMOTION EXEMPTION PROVISIONAL APPT. TOTAL


OCTOBER 8 0 0 8 0 0 16

NOVEMBER 8 0 0 4 0 0 12

DECEMBER 13 1 14 3 15 0 46

JANUARY 88 0 0 19 1 8 116

FEBRUARY 48 5 21 6 9 0 89

MARCH 60 0 8 16 6 0 90

APRIL 66 0 4 19 9 0 98

MAY 87 2 5 13 2 0 109

JUNE 41 0 1 8 4 2 56

JULY 14 0 1 5 0 0 20

AUGUST 44 0 4 8 0 0 56

SEPTEMBER 42 0 6 19 4 3 74


782


128


519


TOTALS





CLASSIFICATION & RECRUITMENT
EVALUATIONS
FY 83


81


45


87


83


81


71


53


QC LU LU Li
I, Z3 c : I-

C) W 3 < ui I
O :M uJ -i LJI! >- 7 V-
L 0 Li i LIi < Q a 3 Li
0 0 -Q Li. (As s s a


188


220




200




180


100




80




60



40


90


83


76


J il-





CLASSIFICATION & RECRUITMENT
EXAMINATIONS
FY 83


a: co - Q
UJ C CZ 1 f
m : m: <
w m u m
0 L LU < C
C ) C2 U-
H- 0 LU < nLl
0 Lii C- _iu


2 _:


w
oc.

Il w

CD Q
r t- -, C


220


100






CLASSIFICATION & RECRUITMENT
CERTIFICATION OF ELIGIBLES
FY 83


[iii-


23


73


I

< -


240




220




200


160


120




100




80




60




40




20


65


89


50


47


68


52


SI I


u-
L m
co LX

uJ CO
SI-


26


S-I
U- P


LU


=I-
I3 -
"t Il


T52 -46






CLASSIFICATION & RECRUITMENT
APPOINTMENTS
FY 83


3: _1r
n, occ >. z
: < a-


uJ
er
I,-
Lii

cC CO
>- =? !
-1 1. Q-
=3 =3 Li
^3 c i/


220


100


>- Q,

C <

C =w
7 LLU





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


ALLEN CANTON
Chief
##**+@##*


CYNTHIA VANTERPOOL

ALMA HERMON
RUBY AMEY


ETHLYN DE WINDT
GLENDA GOODINGS
PATRICIA HOWARD
EVELYN PETERSEN
ANNIE E. FAHIE
LINDA LAMBERTIS
LALITA STAPLETON
SHIRLEY JEFFERS
MITCHELL GEORGE
ERICA SHARRY
GARNET MARTIN
LEROY FRETT
CLAUD CARR


PERSONNEL RECORDS MANAGEMENT
SUPERVISOR
ACCOUNTANT III
PERSONNEL RECORDS MANAGEMENT
SUPERVISOR ASSISTANT
RECORDS MANAGEMENT OFFICER
PERSONNEL DOCUMENT VERIFIER
PERSONNEL DOCUMENT VERIFIER
PERSONNEL DOCUMENT VERIFIER
PERSONNEL RECORDS CLERK I
PERSONNEL RECORDS CLERK I
PERSONNEL RECORDS CLERK I
RECEPTIONIST
STOREKEEPER II
CLERK-TYPIST II
PERSONNEL RECORDS CLERK I
CHAUFFEUR
CUSTODIAL WORKER II


-15-





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

HIGHLIGHTS FOR THE ADMINISTRATION AND RECORDS SECTION
*****************************************************


Records and administration was engaged in distribu-
ting and retrieving the Personal Data Verification sheets
from the various departments and agencies to be used in
the automated personnel system that is still being worked
on. A team was put together to start correlating and key
punching the data from the sheets for storage in the
master file for future use.


We are now in the process of microfilming all the
inactive official personnel files of the V.I. Government.
During the summer months, a group of summer students were
employed to work on assembling the records to be micro-
filmed. The public library personnel are still assisting
us with their technical know-how.


PERB's ruling on the Budget Director's memorandum
of January 18, 1982, resulted in a number of changes among
bargaining units, that spelled an increase in the number
of NOPA's to be processed. Craft and Labor schedules had
to be adjusted to confirm to the General Schedule, etc.


Working with the Department of Labor, we were
requested to compile a listing of the summer students
employed in the various departments and agencies to insure
that they were in compliance with the Child Labor Laws.


The need for additional space and personnel has created
serious supervisory problems over the years, and the need
is growing more serious as the section's responsibilities
continue to expand.


-16-




FY-84 GOALS


Our goal for 1984 is to be able to enter from the NOPA
and other personnel documents, within 24 hours after the
documents have been returned to the agency, the pay or other
historical information of each employee, thus providing an
unprecented store of up to the minute data for use by the
Governor et al. The financial section of records monitored 56
accounts.


Documents prepared for the year:

Miscellaneous Disbursement Voucher 550
NOPA's 183
Advice of Change in Encumbrance 53
Voucher of Adjustment 50
Statement of Remittance 2
Miscellaneous Encumbrance Documents 41
Requisitions 405
Transfer Vouchers 36
Travel Request 63
Travel Voucher 19

Grand Total 1,407


Documents Filed to Employees' Official Personnel
Records:


Performance Rating 7,316
Acceptances 1,275
Personal History 549
Appointments 1,723
Personnel Actions 9,819
Requisitions 1,255
Medical Certificates 524
Fingerprints 599
Loyalty Oath 694


-17-




OPR's 1,U04t
Miscellaneous 5,434

TOTAL --------------------------- 30,233


Documents Processed Relating to Employees' Work History:


Name Change 137
Salary Change 12,050
Position Title Changes 13
Terminations (Prob.) 6
Terminations (Temp.) 176
Leave without Pay 362
Leave with Pay 4
Military Furlough 0
Return to Duty 244
Reports (Prob.) 2,016
Reports (Perf.) 4,804
Suspensions 30
Dismissals 29
Resignations 735
Transfers 6
Deceased 15
Credit Information 2,382
Miscellaneous Corrected 98
Temporary Appointment 223
Summer Employment 95
Unclassified Assignments 1,912
Reinstatement 1


TOTAL ------------------------- 29,479

Ratings:

Above Average 486
Exceeds Standards 159
Effective Meet Standards 1,988
Outstanding 125
Requires Improvement 22


-18-







Ratings cont.


Satisfactory 440
Not satisfactory 3

TOTAL 3,223


-19-









GOVERNMENT EMPLOYEES' RETIREMENT SYSTEM

A. Cecelia Cruse, Assistant Administrator
*****************************************************


NAME

GLORIA BERRY

TERESITA JARVIS

LYDIA A. S. SMITH

KATHERINE HOLDER

LORETTA A. PARROTT

UNA COUSINS

CECILIA P. SENTHILL

MARGARET WEBBE

ANGELA BRYAN

FLORESIA TESTAMARK

LINDA PETERSEN

THERESA FRANCIS

LLOYD V. ROBERTS

ANN ALLEN

KIM WARRELL

GLENCIA JOSEPH

LYNETTE FREDERICKS

DEBORAH RUAN

JANICE TURNBULL

BENJAMIN A. GAGLIANI, JR.

JEAN KRIGGER

LEON BATTISTE


POSITION TITLE

ACCOUNTANT I

ADMINISTRATIVE OFFICER I

ADMINISTRATIVE SECRETARY II

ASSISTANT BENEFITS OFFICER

BENEFIT CLERK I

BENEFIT CLERK II

BENEFIT OFFICER

BOOKKEEPER II.

BOOKKEEPER III

CLERK III

CLERK III

CUSTODIAL WORKER II

FISCAL OFFICER

KEY PUNCH OPERATOR I

KEY PUNCH OPERATOR I

KEP PUNCH OPERATOR I

KEY PUNCH OPERATOR III

LOAN APPLICATION CLERK

LOAN APPLICATION CLERK

MANAGER, COMPUTER OPERATIONS

SUPERVISOR OF LOANS

SUPERVISOR, AUTO LOANS


-20-







RETIREMENT ADMINISTRATION

Benefits Section


ACCOMPLISHMENTS

The Benefits Section sent out over 1,600 1099 forms

to retirees, beneficiaries and pensioners for the calendar

year 1982 in time for income tax filing.

Over 150 applicants for retirement and disability

benefits were interviewed and their cases were computed

and were placed on the payroll.

Credit Union has now extended its services to retirees

through deductions from their retirement checks.

A total of 1,258 members names were sent to the

Department of Finance to start deductions for retirement

purposes or in some cases to stop deductions because contri-

butions were erroneously deducted based on the nature of

their employment.

During the fiscal year, several hundred members came

in or called on matters pertaining to their retirement

status, beneficiary record, mailing address, etc.

There were 537 refunds processed totaling $448,119.02.

These refunds cover such areas as erroneous mortgage and

personal loan deductions, erroneous contributions and

members who have separated from government service.

A total of 72 beneficiaries received $219,903.92 in

death benefits.

Almost 1,000 inquiries from members were acted upon.

These inquiries dealt with all facets of the Retirement

System.
-21-






The pension and retiree's payrolls are each done 24

times annually. The total amount of the retiree's

payrolls at the end of this fiscal year amounted to

$8,089,431.06.

There are numerous documents that are handled by the

Benefits Section. The documents handled are listed below.

Personal Loan Applications 5,091
Mortgage Loans 254
Automobile Loans 224
Retirees Vouchers Processed & Filed 161
Appointments 2,947
NOPA Forms 19,568

The total amount of Membership Record forms sent out

was 1,135.

The computation sheets for retirees are being done as

recommended by the autitors.

An additional filing cabinet has enabled this section

to file a large number of Membership Record forms that

could not be filed because of limited space.


OBJECTIVES

A major objective is to be able to process benefits

to retirees within a reasonable length of time by getting

better cooperation from the Department of Finance's Payroll

Section on accrued sick leave hours and excess annual leave

as well as the NOPA forms and salary changes from the

retirees' former departments and agencies.

There are a number of members who walk into this

section and assume that they can be told on the spot, their


-22-







amount of government service, total contributions paid to

date, and the amount of benefits they are entitled to. If

the Computer Section, that is a part of the Retirement

System, can accommodate the data required to be able to

give out this sort of information, it will be a plus for us.

This section is hoping that eventually we will be able

to send out printed information to retirees such as the total

amount of annuity received during the calendar year to elimi-

nate the long wait and inaccurate information sent to us by

the Data Processing Section of Finance. Other information

relevant to retirees such as cost-of-living bonuses and the

date that it will be reflected on their checks and other

relevant information also could be sent to retirees periodically.

This section is also hoping that the contributions for

individual accounts will be made accurate so that refunds

can be made directly from the individual member's, records thus

reducing the time it takes for a separated member to receive

their refund.

It is hoped that the time it takes our members to

receive a response will be reduced on such matters as

total contributions due the System and what service they

may receive credit for with more cooperation from personnel

sections in obtaining much needed documents.


PROBLEMS

A problem that originated in the Data Processing

Section of the Department of Finance, and no simple


-23-







solution can be found, is the matter of dropping all

members whose deductions should be 8% to 6% periodically.

There seems to be no way of knowing when this discrepancy

will take place and with the limited staff it is almost

impossible to be on top of this situation.

Another matter that has no clear cut solution is the

matter of the maintenance record file. When new members'

names are sent to the Department of Finance to begin retire-

ment deductions, many times they are only acted upon partially

causing many members to be working for long periods of time

without paying contributions. Perhaps as a remedy to this

situation, all new appointees should have deductions started

automatically, instead of the one-year waiting period. This

also will eliminate a number of inquiries from members who

are interested in paying for their first year of employment.

Because of the lack of contribution posting to the

members' accounts, a tremendous amount of time is spent

updating or making contribution cards prior to answering

correspondence or computing a retiree's case.

Erroneous retirement deductions continue without much

assistance from the Department of Finance.

NOPAs for temporary service are difficult to locate

especially from employing departments.

Documents necessary to complete a case are missing

from many personnel folders.


-24-








Many members are not completing the Membership Record

forms that are sent via their Personnel Officers, thereby,

causing a lack of important information on members.

Members are still not aware of the importance of

having a Membership Record form on file and because of this

it makes the job much harder when a member dies and there

are no available records.


-25-







***** RETIREMENT ADMINISTRATION *****


Loan Section



The daily work of the Loan Section of the Retirement
System consists of interviewing applicants for loans, filling
out loan applications and answering inquiries by mail and
telephone. We have processed approximately 5,000 personal
loans with a minimum of errors and trying to maintain a
service courtesy to the people coming to our offices.


The System has financed approximately 210 auto loans
for FY-83. The guidelines are accepted and followed by the
employees until they have received the check from the System.
We have to find a strict enforcement in which to get the
employees to submit a copy of their vehicle registration and
maintaining full insurance coverage.


The Board of Trustees of the Employees' Retirement System
did not meet for about five months of this fiscal year due to
the fact that we didn't have a full board. With the commence-
ment of the mortgage meeting we have prepared 171 mortgages and
presented them to the Board. This has brought our mortgages
up to date.


My goal for FY-84 is to have the auto and mortgage loan
files checked to verify that there is proper insurance
coverage. The files of the mortgages that were purchased
from F.D.I.C. has to be updated. The Office has to be re-
arranged in order that our records can be maintained in our
office. The typing of our documents and letters should be
done between the loan application clerks and the administra-
tive officer. The position of loan application clerk
should be upgraded and the title changed in order for the
employees to do a greater variety of work; also, the loan
officers should learn the complete facts about mortgages.


-26-










Mortgage Loans With the continuation of the mortgage

loan program in May, 1983, there were eleven (11) Board

of Trustees meetings held at which:


a. 131 Mortgage Loans were Approved
b. 29 Mortgage Loans were Disapproved
c. 11 Mortgage Loans were Deferred
d. 2 Partial Release of Mortgages were Approved
e. 3 Non-Duty Disability were Approved
f. 1 Non-Duty Disability was Deferred
g. 2 Personal Loans were Disapproved

Mortgage Loan Documents Prepared:

a. 124 New Mortgage Loan Documents
b. 50 Release of Mortgages
c. 5 Mortgage Addendums
d. 3 Subordinations of Mortgages
e. 2 Release of Mortgages & Mortgage Addendums


-27-







FISCAL SECTION

Accomplishments

All work for the '82 Audit was completed and turned

over to the Auditors. The processing of 40% of the '83

work has been completed.

The records for the personal and auto loans were

posted up-to-date. Contributions are posted on the computer

as of June 30, 1983. All other work for the September quarter

is presently being processed.

In the computer section, we were successful in hooking

up the modem, which allows us to transmit information to the

St. Croix Personnel Office. The Health Insurance masterfile

has been loaded and is functioning properly at this time.

Personal Information System is also on the computer and is

constantly being updated.


Highlights

The highlight of this section was the installation of

the General Ledger on the computer.


Problems

We have been experiencing a lot of problems with the

bookkeeping machines, in Room 3, where the majority .of the

posting is being done. It has been tested and conclusions

made that the electrical lines are over loaded. The Electri-

cians from the Public Works Department made these analysis.

Steps are being made to correct this problem, but we are

awaiting a listing of materials and supplies from the Electri-

cians.
I


-28-







Fiscal Section (cont'd)


The mortgages are also a major problem and we are

hoping that, if possible, some over-time work can be done,

which would help to correct this problem.

The Computer Section is also experiencing some diffi-

culties in that the information needed from the Finance

Department seems to be taking an extraordinary long time,

so the loans cannot be loaded, and processed for use by the

staff.


-29-







RETIREMENT ADMINISTRATION

Disbursement Vouchers Processed


I. Loans to Members
a. Personal Loans
b. Mortgage Loans
c. Automobile Loans

II. Refund of Contributions


5,091
254
224


537


III. Death Benefits paid to Survivors

IV. Retirement Cases Processed
a. Service Retirement
b. Survivors Annuity
c. Duty-Connected Disability
d. Non-Duty Disability


V. Payrolls
a. Retirement Payroll 24
b. Special Pension Payroll 24
1,468 Receiving Retirement Anniity
79 Receiving Special Pensions


$6,996,434.00
2,543,956.00
1,099,675.00

448,119.02


72 180,348.93


133
6
1
17
157


$8,089,431.06
186,713.28


VI. a.
b.
c.
d.
e.


138 Single Payments to Regular Annuitants
11 Single Payments to Non-Duty Disability
4 Single Payments to Survivors Annuity
2 Single Payments to Duty Disability
6 Single Payments to Special Pensioners


VII. Miscellaneous Disbursement Vouchers Processed
a. Appraiser's Fee, Insurance & Property Taxes
b. Attorney Fees
c. Prudential Insurance
d. Foreclosure
e. Territorial Court


85,888.22
7,217.85
625.62
2,290.33
1,204.10


20,611.32
44,113.80
124,690.86
40,100.00
67,459.47


VIII. Personnel Documents Reviewed for Retirement Purposes


New Appointments
Notice of Personnel Action
Membership Records
One-Year Old Appointments


2,095
19,568
1,135
852


The staff replied to 950 inquiries to various matters of
the System.

Total Certificates of Deposit with local banks 14,000,000.00


-30-











GROUP HEALTH INSURANCE PROGRAM

Beryl E. Kean, Chief




POSITION TITLE


SONIA NORFORD

SIMONE FRANCIS

BERNADINE EDMEAD

KAREN ROUMO

JUDITH MCBEAN

IONE KITNURSE

ARLENE HENDRICKSON

LINDA AKINS

KIM RICHARDS

WILDA WILLIAMS

LORNA BENJAMIN

LORRAINE K. GIFFT


CLERK

CLERK

CUSTODIAL WORKER II

INSURANCE CLERK

INSURANCE CLERK

INSURANCE CLERK

INSURANCE CLERK

INSURANCE CLERK

INSURANCE CLERK

INSURANCE CLERK

SUPERVISOR, CLAIMS EXAMINER

SUPERVISOR, GROUP INSURANCE


-31-


NAME








GROUP HEALTH INSURANCE PROGRAM


In accordance with Title 3, Chapter 25, Subchapter VIII,

Paragraphs 631-641 of the Virgin Islands Code, Group Insurance

Benefits (Life, Health and Dental) are being provided to Govern-

ment Employees and their eligible Dependents.

Eligible for coverage are employees and dependents of the

Departments, Offices and Agencies of the Virgin Islands Govern-

ment, the Virgin Islands Housing Authority, the Urban Renewal

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

Retired Employees and their dependents.

There were no changes in the Life, Health or Dental Plan of

Benefits. AETNA Life and Casualty Company is the Group Insurance

carrier.

COVERAGES AND PREMIUM RATES

Non-Contributory Life Insurance for Employees

Term Life Insurance $10,000
Accidental Death and Dismemberment $10,000
Retired Employee Life Insurance $ 2,500
Number of Employees covered for Life and AD&D 11,499
Number of Retired Employees covered for Life Ins. 530

The Government Contribution towards this coverage is 100%.
Rates: 30 per $1,000 of Life Coverage per month
03C per $1,000 of AD&D Covearge per month

Contributory Life Insurance

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


-32-







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

Number of employees covered for Optional Life and AD&D is

4,947 (486 for $5,000 Life and AD&D; 1,368 for $10,000 Life and

AD&D; and 3,093 for $15,000 Life and AD&D). The employee contri-

bution toward this coverage is 100%.

Rates: 30c per $1,000 of Life Insurance coverage per month
03 per $1,000 of AD&D coverage per month

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

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

Death and Dismemberment Benefits of $25,000. The Term Life

Insurance is reduced to $2,500 at retirement and retired employees

are only covered for Life Insurance.

Health Insurance

Number of active employees covered for Health Insurance is 11,499.
Number of retired employees covered is 525.
Number of active employees with dependents covered is 5,517.
Number of retired employees with dependents covered is 195.
Of the 525 retired employees covered 344 are over age 65 and
those retired employees over age 65 with dependents is 42 (of
the 195).

The Government contributes 75% towards the cost of Health

Insurance for active employees and 50% toward the cost for

retired employees. Active employees contribute 25% and retired

employees contribute 50%. Employees with dependent coverage and

retired employees with dependents contribute 100% towards depen-

dent health insurance.


-33-







Rates: $30.62 per month per active employee and per retired
employee under age 65.
$22.96 per month per retired employee over age 65.
$24.29 per month per employee with dependents under
age 65.
$18.22 per month per employee with dependents over
age 65
Dental Insurance


Number of employees covered
Number of retired employees covered
Number of employees with dependents
Number of retired employees with dependents


11,499
525
3,878
129


The contribution ratios are the same as for Health Insurance.

Rates: $ 6.80 per month per active employee and per retired
employee.
$10.50 per month per employee (active or retired) with
dependents

TOTAL AMOUNT OF LIFE INSURANCE AND AD&D IN FORCE AS OF 9/30/83


Contributory Life Insurance
Non-Contributory Life Insurance
Accidental Death and Dismemberment


$ 62,505,000
$116,315,000
$177,495,000


TOTAL PREMIUM PAID TO AETNA LIFE AND CASUALTY

$7,160,523.25
The Total Premium Paid was apportioned as follows:
Contributory Life
Non-Contributory Life (active)
Non-Contrivutory Life (retired)
Accidental Death and Dismemberment
Employee Health Insurance
Employee Dental Insurance
Retired Employee Health Insurance (over and under age-65)
Retired Employee Dental Insurance (over and under age 65)
Employee Dependents Health Insurance
Employee Dependents Dental Insurance
Retired Employee Dependents Health Insurance
Retired Employee Dependents Dental Insurance


$ 207,687.00
390,198.00
3,259.50
59,788.50
3,243,846.04
1,105,561.00
116,283.04
47,464.00
1,383,907.68
552,471.01
33,014.01
17,042.74


-34-








Total number of claims (Health and Dental) received 35,413
Total number of claims sent to AETNA (Certified) 32,553
Ineligible claims returned to sender 2,337

Total Health and Dental claim payment are $8,584,158.17 and this

amount is apportioned as follows:

Virgin Islands Hospitals and Clinics $3,610,633.92
Virgin Islands Physicians 1,104,555.22
USA Hospitals 1,406,864.19
Puerto Rico Hospital 99,308.64
USA Physicians 169,931.57
Puerto Rico Physicians 424,828.92
Virgin Islands Dentists 77,495.08
USA Dentists 9,681.77
Puerto Rico Dentists 9,692.00
Insured Employee 1,671,166.86

Total Life and Accidental Death and Dismemberment claim payments

are $507,915.73 and this amount is apportioned as follows:

Prudential Life Insurance Co. $ 72,915.73 Life Insurance
20,000.00 AD&D
AETNA Life and Casualty 310,000.00 Life Insurance
100,000.00 AD&D
5,000.00 Dismemberment

During the fiscal year commencing October 1, 1983 the following

immediately took place:

1) AETNA Life raised the premium rates.

2) The contribution ratio changed from 75% to 50%
government cost and from 25% to 50% employee
cost.

We look forward to improvements in the Plan of Benefits

offered to Government Employees, their families, and also to

Retired Employees and their families. We also look forward

to improved services from the Insurance Carrier and progress

in general.


-35-



















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


NAME


GERMAIN PETERSEN


VIRGIL JURGEN


MALCOLM MORGAN


MICHAEL MC DONALD


MARJORIE GERARD


POSITION TITLE


ADMINISTRATIVE OFFICER I


LABOR RELATIONS SPECIALIST


PERSONNEL SELECTION SPECIALIST


PERSONNEL SELECTION SPECIALIST


PERSONNEL SELECTION SPECIALIST


-36-





**** PERSONNEL RESEARCH UNIT ****



The accomplishments/highlights for the Personnel
Research Unit during FY-83 included:


(a) Assisted agencies with preparation
and verification of salary schedules
for union employees and adjustments
of craft & labor minimum wage
employees
(b) Provided technical information to the
Chief Negotiator relative to Labor
Relations and pay issues
(c) Obtained information from all agencies
with regards to status of employees
unit agreements indicating the number
of employees by department and respective
units
(d) Mr. Michael McDonald was assigned to the
St. Croix Office during the first
quarter to improve the level of
operation in the branch office

(e) Assisted the ICAP Program under the
Department of Public Safety

(f) Field interviewed the positions in
St. Croix that were unique only to
St. Croix for the completion of the
Classification Study

(g) Conducted monthly meetings during the
first and second quarters with Personnel
Officers and representatives of all
government agencies regarding Personnel
practices and issues


-37-








(h) Reviewed and revised entry-level examina-
tions of the Fire Services


(i) Developed police promotional exams for the
Sergeant and Lieutenant levels

(j) Evaluated classification proposals and
recommended class allocations for positions
in the Energy Office, VIESA, and Health
(Pharmacy Division)


The major problem is the impact of the Collective Bargaining
process on classification based on merit.


Some recommendations for improvements are:

(a) Training for middle and top management in
Contract Adiministration and other related
personnel issues. It could be based on co-
operative efforts of union and management
since union members would be benefiting.

(b) Greater effort in the direction of
establishing general standard of procedures
and benefits for union employees and
redefining of bargaining units.

(c) Establishing closer ties with the Office
of Collective Bargaining.


The goals for FY-84 include:


(a) Concentration on the Job Spec Project;
priority would be given to those
positions without job specifications,
and revision of existing specs

(b) Revision and development of written
and oral tests

(c) Improvement in selection methods and
procedures -38-













ST. CROIX OFFICE

Alvin Jackson, Assistant Director


*******POSITION TITL***************
POSITION TITLE


MARIE SIMMONS

URYLEE BURKE

JOSIANNE MC GREGOR

LEE SEWARD, JR.

GODFREY FREDERICKS

FABIANA KRIEGER

CARMEN MC GREGOR

CELINE MARTIN

ANN FORBES

LENOR ELOCK


CUSTODIAL WORKER I

PERSONNEL ADMINISTRATIVE ASSISTANT

PERSONNEL ANALYST I

PERSONNEL ANALYST I

PERSONNEL ANALYST III

PERSONNEL & BENEFITS CLERK II

PERSONNEL & BENEFITS CLERK II

PERSONNEL & BENEFITS CLERK II

PERSONNEL & BENEFITS CLERK II

PERSONNEL RECORDS CLERK I


-39-


NAME








ST. CROIX PERSONNEL OFFICE


Needless to say, as a result of more stringent budgetary

restrictions than Fiscal Year 1982, our office was not able

to achieve it's staff training objectives as we had hoped.

Although many of the seminars were held right here on St. Croix,

our appropriated funding was insufficient to defray the cost of

courses. With the exception of Mrs. Forbes and Miss McGregor,

who received some orientation in St. Thomas on our computerized

records, only one other employee was able to take advantage of

any training course, and that was Miss Urylee Burke, Personnel

Administrative Assistant. The seminar was "Management Skills I"

presented by the College of the Virgin Islands.

There is an abundance of concern now about ways to improve

government efficiency, and I firmly believe that periodic sound

training will result in increased efficiency coupled with employee

motivation as a result of the training.

Although funds are low, I would like to see more effort

and interest directed toward training by those responsible for

the appropriation of funds.

Despite the fiscal restraints, certification of eligibles

was almost double that of Fiscal Year 1982; with a decrease of

only 74 in appointments prepared. These facts then indicate

that our productivity this fiscal year was not seriously

affected by current circumstances.

I think at this time it should be mentioned that as a

consequence to approximately 80% of our public employees being


-40-








unionized, there is very little of a Merit System left,

particularly from the perspective of classification and

pay, often referred to as "Equal Work Equal Pay". The

existence of many different Pay Schedules covering similar

Job Classifications within different departments and no

equity in terms of salary by Job Classification is proof

that the role of the Central Personnel Office must change

in order to meet the chaotic demands of a Non Meritorious

Systematic Government. Needless to say, a large degree of

the authority and responsibility of our office will be negated,

and will continue to decrease and or change.

By virtue of the above, I will ask one of many important

questions that come to my mind. Will the government ever be

able to devise and implement a Pay Plan that will be acceptable

to all unions? Since the answer and solution to this problem

are long-ranged, I am now even more concerned about the

St. Croix Branch Office's role in this new form of System.

I envision the St. Croix Personnel Office playing a

greater role in the area of Retirement Administration. Utili-

zation of our Computer Terminal, with the necessary training

from the St. Thomas Retirement Division at a relatively low

cost will enable us to function with more autonomy, thus,

providing efficient service to the St. Croix Community in

this area.

I am still hopeful of the day when St. Croix will be

processing its own checks. With the right planning and


-41-








necessary changes in the Department of Finance, this positive

change can only improve efficiency territorially.

Nevertheless, the changing role of the Central Personnel

Office is inevitable.


Highlights

1. Assistant Director participated at the Career Carnival
at C.V.I.'s St. Croix campus. St. Thomas Daily News
covered events and praised the office and speaker based
on feedback from participating students.

2. Assistant Director conducted workshop for future retirees
from the V.I. Housing Authority on St. Croix.

3. St. Croix Personnel acquired its computer terminal soon
to be in full operation.

4. The Private Industry Council expressed their gratitude
to the St. Ctroix Personnel Offfice for the information
and guidance they received from our office during their
in-service training tour of our office.

5. Our Retirement Loan Office was re-opened in May, 1983.
This section provides direct laison between the main
Retirement Office and our St. Croix Office, thereby
improving inter-island communication in this area.

6. Miss Urylee Burke, Personnel Administrative Assistant
attended the Management Skills I Seminar conducted by
C.V.I. at the St. Croix Campus.

7. Mrs. Ann Forbes and Miss Carmen McGregor, both Personnel
Benefits Clerk IIs, attended an Orientation Training
Session on our Data Point Computer System which was
held on St. Thomas and conducted by Mr. Gaglianni of
the main Personnel Office.


Problems and Recommendations

A problem still exists in getting employees who are retiring

to come in at least a year before their actual retirement

for counseling on same. I suggest an emphatic letter to


-42-








all Personnel Officers on St. Croix asking them to comply

with same, particularly the Department of Agriculture and

Education. I have addressed this matter by memorandum on

several occasions, however, with little cooperation.

We are still in urgentneed of the new supplements to

the V.I. Code. A "set" should be purchases immediately

by our main office and sent to St. Croix.

We are still not receiving the pertinent documents with

the copies of NOPAs sent to the St. Croix Office. There are

times during the decision making process when it is necessary

to see copies of the accompanying letter and/or other documents

relative to the nature of action on the NOPA. (St. Croix

Employees only) Someone should be designated to copy the

accompanying documents for St. Croix Government Employees

and send us same.

Until such time that our computer terminal is in full

use, we request that our loan section be able to request

loan balances, etc. from Retirement, St. Thomas, up to

1:30 p.m. At present, if we do not request this information

by 12 noon, the information requested cannot be received

until after 4:30 p.m. the following day.

It is requested that Attorney King's office notify us

when he or his representative is coming to St. Croix for

a mortgage closing so that we can have the documents pre-

pared. There also have been instances when the attorney

came without prior notice, and our office was not in


-43-








possession of the checks at that time. Attorney King's

office should notify us when and whose closing will take

place.


Objectives

To state objectives that do not necessitate monies is

not possible at this time, however, under the current

circumstances we will continue to serve our community

to the best or our ability with whatever resources are

available.


-44-




University of Florida Home Page
© 2004 - 2010 University of Florida George A. Smathers Libraries.
All rights reserved.

Acceptable Use, Copyright, and Disclaimer Statement
Last updated October 10, 2010 - - mvs