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Group Title: Annual report, Office of the Governer of the U.S. Virgin Islands
Title: Annual report.
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Permanent Link: http://ufdc.ufl.edu/UF00089095/00004
 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: 1983-1986
 Record Information
Bibliographic ID: UF00089095
Volume ID: VID00004
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
    Table of Contents
        Table of Contents
    Introduction
        Page 1
        Page 2
    Organizational chart
        Page 3
    Main
        Page 4
        Page 5
        Page 6
        Page 7
        Page 8
        Page 9
        Page 10
        Page 11
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Full Text













PERSONNEL OFFICE


REPORT OF ACTIVITIES

(October 1, 1983 to September 30, 1986)
































ELLEN MURRAINE, AEP
DIRECTOR OF PERSONNEL



**April 15, 1987**


+
JL
1166
.V57a
1983/86




OFFICE OF < A TI o
THE GOVERNOR

GOVERNMENT OF 8
THE VIRGIN ISLANDS OF THE UNITED STATES %

PERSONNEL OFFICE
P. 0. Box 2336 MEMER
Charlotte Amalie. St. Thomas, V.I. 00801
809-774-8588




Honorable Alexander A. Farrelly
Governor of the Virgin Islands
Government House
St. Thomas, Virgin Islands

Dear Governor Farrelly:

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 Years 1983-84; 1984-85; and
1985-86 which ended September 30, 1986.


Highlights of the three (3) fiscal years are presented
on the following pages for the Division of Personnel, Retire-
ment Administration and the Group Health Insurance Program.


Additional or supplemental information will be provided
upon request.


Sincerely,



.len Murraine, AEP
Director of Personnel


/nad

Enclosure:


(An Equal Opportunity Employer)


U!V,' S Er y OF FLORIDA LIBRARIES













** TABLE OF CONTENTS **


INTRODUCTION 1


DIRECTOR'S OFFICE 4


GOVERNMENT EMPLOYEES' SERVICE COMMISSION 7


ADMINISTRATION AND RECORDS 10


RECRUITMENT AND CLASSIFICATION 16


PERSONNEL RESEARCH UNIT 24


GROUP INSURANCE PROGRAM 28


RETIREMENT ADMINISTRATION 33

ADMINISTRATOR'S OFFICE 34

BENEFITS 38

LOANS 41

FISCAL 43


ST. CROIX BRANCH OFFICE 47








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 967 classes
throughout twenty-eight (28) 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
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 other major function of the Personnel Office is
the Group Health Insurance Program. Group Health Insurance


-1-








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 three
(3) fiscal years, as well as, the problems endured and planned
objectives for FY '87.


-2-
































GOVERNMENT

EMPLOYEES SERVICE

COMMISSION


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

RETIREMENT BOARD
OF TRUSTEES


_ __ I__I_ ____ __ I ___ __ ~~U~_




















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

DIRECTOR'S OFFICE

Leslie A. Million, Director of Personnel

*******************3|****|*|*****3|(S(**********~**SC


NAME


NORMA A. DURAN


PATRICIA A. WILLIAMS


ELLEN MURRAINE


DOREEN VANPUTTEN


POSITION TITLE


ADMINISTRATIVE OFFICER III


ADMINISTRATIVE SECRETARY II


ASSISTANT DIRECTOR


REPORTER SECRETARY






******** *********
DIRECTOR'S OFFICE
******************



Personnel administration is extremely important, but
at times a neglected aspect of the Government of the Virgin
Islands. The importance of sound personnel practices may
be readily observed by examining the operating budget of
any jurisdiction.


One of the first and most important steps in establish-
ing a sound program of personnel administration is to adopt
a uniformed personnel line that will permit citizens,
government administrators, legislators and employee to know
quickly and accurately the formalized personnel rules and
policies.


Equally as important in Personnel Administration is
establishment of a merit system. The basic service of any
merit system is its' position classification function,
designed to provide "equal pay for work of equal value" in
identical classes found in several operating agencies.


However, because approximately 80% of our public
employees are unionized, there is very little of a Merit
System left. The existence of many different pay schedules
covering similar Job Classifications within different
departments and no equity in terms of salary by Job Classi-
fication has our pay structure in a chaotic state of affairs.


The Federal Minimum Wage has further compounded the
problem of classification. In particular pay schedules,
the first one (1) to nine (9) grades have been partially/
completely eliminated since the wage rates fall below the
Federal Minimum Rates. Therefore, the concept of "equal pay
for work of equal value" was again eroded. Positions
requiring a greater degree of responsibility are paid salaries
equivalent to those having lesser responsibilities.


-5-







Therefore, one of two things must occur. Either the
Government of the Virgin Islands must devise and implement
a pay plan that will be acceptable to all unions; or the
role of the Personnel Office must change.


Finally, inspite of a lack of funding, the Personnel
Office is making every effort to develop a Personnel
Information System. We believe that the program design for
such a system should be coordinated with the Budget Office
and the Division of Data Processing, Department of Finance,
in order to ultimately achieve a communication link. An
on-line teleprocessing system should be the immediate
objective of the government.










GOVERNMENT EMPLOYEES' SERVICE COMMISSION


Activities for Fiscal Years 1984-1986



The Government Employees' Service Commission heard


15 cases for the past three (3) fiscal years (1984-1986);


11 cases on St. Thomas and 4 on St. Croix. Table 1 reviews


the types of action requested and the decisions made.


-7-




TABLE 1


GOVERNMENT EMPLOYEES' SERVICE COMMISSION
CASES HEARD FOR FISCAL YEAR 1984


NAME

Reuben Krausa

Dorett Jones

Allen Westman


DEPARTMENT

Public Safety

Internal Revenue

WAPA


LOCATION

St. Croix

St. Thomas

St. Thomas


ACTION

531

Dismissal

Dismissal


DATE HEARD

12/5/83

2/10/84

6/1/84


DECISION

Dismissed--No Juris.

Dismissed--No Juris.

Dismissed Without
Prejudice


CASES HEARD FOR FISCAL YEAR 1985


NAME

Douglas Carter

Vincent Rivera

Priscilla Barnes

Mona Hendrickson


DEPARTMENT

Public Safety

V.I. Lottery

Finance

Labor


LOCATION

St. Croix

St. Thomas

St. Thomas

St. Thomas


CASES HEARD FOR


NAME

Julien Quetel

Vincent Doward

Alvern Tirado

Horatio Kier


DEPARTMENT

Labor

WAPA

WAPA

LEPC


LOCATION

St. Thomas

St. Thomas

St. Thomas

St. Thomas


ACTION

Promotional Test

Dismissal

Dismissal

Demotion


FISCAL YEAR 1986


ACTION

531/Discrimination

Dismissal

Dismissal

Dismissal


DATE HEARD

5/10/85

6/14/85

6/25 & 10/17/85

9/23 & 10/18/85


DATE HEARD

12/6/85 & 1/21/86

12/13/85 & 1/7,
8 & 16/86
2/18/86

3/10 & 25/86
4/18 & 21/86


DECISION

Dismissed--No Juris.

Dismissed Without Prej.

Upheld

Reversed


DECISION

Withdrawn

Reduced 60 days

Upheld

Reversed




TABLE 1


GESC CASES HEARD FOR FISCAL YEAR 1986 (CONT'D)


NAME

Felicia Liburd

Ronald Browe


Ramona Davis



Ronald Browe


DEPARTMENT

V.I. Lottery

Public Safety


Federal Programs



Public Safety


LOCATION

St. Thomas

St. Croix


St. Thomas



St. Croix


ACTION

Dismissal

Suspension


531
Discrimination
on Dismissal

Dismissal


DATE HEARD DECISION

4/22/86 Upheld

5/29, 6/19 & 26, Upheld
7/1/86

9/23/86, 10/7/86,
11/6 & 17/86,
& 12/11/86 Reversed

8/25/86 &
9/3/86 Upheld









**+*******************************

ADMINISTRATION AND RECORDS

Alma M. Hermon, Chief

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


NAME

RUBY AMEY


LISTON MONSANTO, JR.

ERICA SHARRY THOMPSON

CLAUDE CARR

GLENDA GOODINGS

EVELYN PETERSEN

PATRICIA HOWARD

ANNIE E. FAHIE

LINDA LAMBERTIS

LALITA STAPLETON

GARNET MARTIN

CYNTHIA VANTERPOOL


SHIRLEY JEFFERS

ETHLYN DE WINDT

JOEL DOWDYE


POSITION TITLE

ASSISTANT PERSONNEL RECORDS
MANAGEMENT SUPERVISOR

CHAUFFEUR

CLERK TYPIST II

CUSTODIAL WORKER II

GENERAL AUDIT CLERK

PERSONNEL DOCUMENT VERIFIER II

PERSONNEL DOCUMENT VERIFIER III

PERSONNEL RECORDS CLERK I

PERSONNEL RECORDS CLERK I

PERSONNEL RECORDS CLERK I

PERSONNEL RECORDS CLERK I

PERSONNEL RECORDS MANAGEMENT
SUPERVISOR

RECEPTIONIST

RECORDS MANAGEMENT OFFICER

STOREKEEPER


-10-








ADMINISTRATION AND RECORDS


This section is responsible for the security and upkeep
of all personnel records for employees of the government.
It processes and screens all NOPAs for personnel transactions
from employment to resignation. It prepares and follows
up on employee probation reports and annual performance
ratings. It prepares the budget, and all other transactions,
and procure all materials, supplies and equipment for the
Division.


During the past three fiscal years 1984-1986 this
section had several experiences which improved and/or taxed
the operation of the section.


The Legislature passed and the Governor enacted the
Early Retirement Program as a means to alleviating the fiscal
burden by reducing the Government payrolls. This section
activated to its maximum had to update personnel files and
insure the proper crediting of years of government service
to the early retirees.


The microfilming of personnel records which involved the
actual filming by staff personnel. Duplicate copies of the
microfiche are being stored in an offsite location; as back-up
in case of lost or fire. Thousands of pieces of appointments,
employees annual ratings, NOPAs, correspondence and other
forms had to be resorted and refiled before transferring
files back into the mechanized filing systems.


The upkeep of official personnel files is a continuing
and never ending process. Therefore, this section is con-
tinually filing temporary NOPAs into permanent files and
eliminating the procedure of separating temporary and perma-
ment employee records. This has resulted in a improved


-11-







accounting of the number of persons actually employed by
the Government.


Finally, inspite of lack of funding for the purpose
this section is making every effort to develop and utilize
a Personnel Information System. This will make updating
of employee records and retrieval of information more
readily accessible and decrease the chaotic state of affairs
we now experience.


Problems:


Placement of section workers throughout the building
we now occupy makes the task of supervision a difficult one.


Secondly, the present mechanized filing system's capacity
is 10,000 files. There is dire need for another mechanized
filing system to adequately store all government employee
files.


Objectives:


We are hoping to receive more cooperation from Blue
Cross so that we can better monitor their activities.


We anticipate the installation of a computer system
whereby we will be able to enter and maintain the enroll-
ment and maintain the enrollment information. This will
enable us to retrieve information for more efficiency.


Completion of microfilming Official Personnel Records.


Training programs with Personnel Officers of the various
departments of preparation of NOPAs.


-12-







Objectives (cont'd)


Verification of employee Social SEcurity Numbers with
the Social Security Administration. There are numerous cases
where one employee has several Social Security Numbers.


-13-








Administration and Records


FY-84 FY-85 FY-86

Documents Filed to Employees'
Official Personnel Records 19,749 23,507 28,027
Performance Ratings 4,834 3,855 5,540
Acceptances 834 1,077 647
Personal History 449 703 346
Appointments 713 1,148 820
Personnel Actions 6,427 7,909 13,327
Requisitions 801 594 521
Medical Certificates 450 726 309
Fingerprints 389 802 364
Applications 35 15 4
Official Personnel Records 483 1,456 763
Miscellaneous 4,334 5,222 5,386


Documents Processed Relating to
Employees' Work History 24,719 13,522 11,633
Name Changes 116 144 89
Salary Changes 11,155 1,008 144
Position Title Changes 29 64 41
Terminations (Probationary) 5 3 41
Terminations (Temporary) 350 266 200
Leaves Without Pay 380 355 294
Leaves With Pay 8 7 14
Return to Duty 217 312 230
Reports (Probationary) 1,078 964 696
Reports (Performance) 3,242 3,631 3,383
Suspensions 55 36 46
Dismissals 37 25 31
Resignations 1,170 740 651
Transfers 6 33 41
Transfers (Act 5086) 0 0 10
Deceased 22 25 24
Credit Information 1,633 2,039 2,220


-14-







Administration and Records (Cont'd)


FY-84 FY-85 FY-86

Miscellaneous Corrections 100 314 118
Unclassified Assignments 810 676 538
Ext. of Unclass. Assignments 2,027 1,952 1,743
Emergency Assignments 0 0 5
Position Reallocations 2 56 36
Dual Employment 215 111 314
Summer Employment 2,060 717 656
Promotions 0 0 16
Demotions 2 1 12
Reassignments 0 0 8
New Appointments 0 0 5
Adult Education 0 42 5
Cancellations 0 0 11
Lay-Offs 0 0 7
Part-Time Employment 0 1 2
Military Leave 0 0 2


-15-













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

RECRUITMENT AND CLASSIFICATION

Wilfred E. Baptiste, Sr., Supervisory Personnel Analyst


NAME


GERTRUDE CLARKE


EVELYN WILLIAMS


WOODROW GREENE


AUDREY CHALLENGER


CHERYL HYDMAN


JEANETTE PETERSEN


POSITION TITLE


ADMINISTRATIVE SECRETARY I


ADMINISTRATIVE OFFICER III


PERSONNEL ANALYST I


PERSONNEL ANALYST II


PERSONNEL ANALYST III


CLERK TYPIST II


-16-









RECRUITMENT AND CLASSIFICATION


During the previous three (3) fiscal years (FY 1984;
FY 1985; FY 1986), the Recruitment and Classification staff
continued to strive towards accomplishing its goals, as follows:


1. Recruitment

(a) A selection process through job interviews
and evaluations 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 employ-
ment.


2. Position Classification


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


During the fiscal years 1984, 1985 and 1986, the Recruit-
ment and Classification technicians continued to be very active,
interviewing and evaluating applicants for jobs; screening


-17-







perspective employees through examinations; processing
numerous classification requests and class allocation notices;


Finally, the support staff was also very active, main-
taining eligibility lists, certifying eligibles to all govern-
ment agencies and processing of all applications for government
appointments.


Problems:


Inadequate staffing continue to be a major concern. The
demand factor greatly outweighs the supply quotient. Statisti-
cal information is not readily accessible, however, the long
lists of pending evaluations on each analysts desk; and
backup of examinations will attest to the existence of this
problem.


Additionally, the chaotic state of our salary structure
is a direct result of contractual agreements between the
Government and representative unions. The results of these
contractual agreements are in direct opposition to the
Govenrment's policy of "equal pay for work of equal value".


The Classification structure has all but been eroded also.
The contractual agreements and the Federal Minimum Wage Rate
have caused positions of different degrees of responsibility
to be paid at the same level.


Lack of needed equipment and supplies continue to plague
us. For example, couple of the most populous classes and
most frequently tested are those requiring typing skills.
The typewriters used to test applicants are outdated,
malfunctionable and in deplorable condition. It seems un-
conscionable to insist that applicants be tested on such
antiquated equipment.


-18-







Objectives:


(1) Modernization of the Recruitment and Classification
section.


(2) Continue to be very active conducting desk audits,
job interviews, and evaluations.


(3) Administer examinations, with emphasis on the most
populous classes; and correction officer, firefighter
and police officer.


(4) Update eligible lists to remove persons no longer
interested in positions for which they applied;
and


(5) Provide formal as well as on the job training for
clerical, administrative and analyst staff.


-19-








Applications

FY-84 FY-85 FY-86

New Applications 1,117 660 701
Applications Evaluated for
Education & Experience 769 523 492
Examinations Administered
and Scored 728 513 287
Job Interest Cards Received 411 146 214


Appointments Processed

Certified Eligible Applicants 598 345 794
Original Appointments 438 119 162
Provisional Appointments 8 28 15
Temporary Appointments 89 3 1
Promotional Appointments 126 45 101
Exempt Appointments 33 18 16
Act 4979 Appointments 0 484 157


Classification

Class Allocations 16 15 7
Position Reallocations 57 109 26
Desk Audits 38 41 23


-20-






CERTIFICATION OF
ELIGIBLES


APPOINTMENTS


800



50



700



50



600


J-._ _


85 86


FISCAL YEAR
-21-


697


694


50



500



50



400



50



300



50



200


4521









EXAMINATIONS


85 86


FISCAL YEAR


-22-


800


EVALUATIONS



















PERSONNEL RESEARCH UNIT**
PERSONNEL RESEARCH UNIT

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


NAME

GERMAIN PETERSEN


VIRGIL JURGEN


MALCOLM MORGAN


MICHAEL MCDONALD


MARJORIE GERARD


POSITION TITLE

ADMINISTRATIVE OFFICER I


LABOR RELATIONS SPECIALIST


PERSONNEL SELECTION SPECIALIST


PERSONNEL SELECTION SPECIALIST


PERSONNEL SELECTION SPECIALIST


-23-







PERSONNEL RESEARCH UNIT


This activity center is responsible for improving our
selection methods, conducting job analysis, construction
and development of examinations, conducting validation
studies, job evaluation, classification and maintenance of
job standards. Additionally, this unit coordinates and
researches labor relation activities; and serves as staff
function in providing support and research work to the
Personnel Director, Department and Agency Heads in all
matters of Personnel Administration.


This section has conducted an item analysis on the
Firefighter, Police Sergeant, Police Lieutenant and Police
Captain examinations. The firefighter examination was
then revised and the police promotional series examinations
were developed.


Represented the Personnel Department and functioned
as a committee member with the Integrated Criminal Apprehen-
sion Program (ICAP). Some areas of this program were:
Development of proposed rules and procedures, development
of directive patrol and arrest forms, development of career
path for sworn personnel, preparation of job specs, testing
criteria and restructuring the mechanism for advancement in
career path.


Revised and commented on special legislation including
the attrition plan, early retirement for EMT's; criteria for
selecting correction officers.


Attended Operations Cross Road Africa Inc. at the
Department of Commerce at which a presentation was made
including a discussion and exchange of ideas, techniques,
professional problems and interests in the area of personal
management at the local level.


-24-







Worked with the Labor Management Committee of the
Department of Health which included: Interviewing supervisors
and non-supervisory personnel, writing job specifications,
conducting job evaluations recommending job title and grade
conversions.


Prepared a proposed pay schedule for the Department of
Health in conjunction with the Chief Negotiation Office.


Established coding system of twenty general classes
and placed each classification title in the salary plan into
one of the classes.


Prepared a foreword for the class specification manual
including a synopsis of the parts of a job specification
with a description of each and definition of terminologies.


Conducted a classification review of the entire
Retirement System Staff which included: Development of a
position function questionnaire, analysis of collected
data, conduction of job interviews and writing a procedures
manual for the benefit section.


Advised Departmental Officers, as well as the
Administrative section of this Office (Personnel Office)
in the mechanics and formula of salary changes due to
Negotiated Contracts.


Problems:

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


Communication vertically and laterally needs to be
improved.


-25-








Objectives:


Computerization of all classification information such
as: number of positions, number of persons employed in each
job category, and selection/testing information such as item
bank data.


Establishing closer ties with the Office of Collective
Bargaining.


Development of schematic class code index by sorting
all positions into groupings which are similar with respect
to duties, responsibilities and qualifications needed. The
purpose of this development is to provide an additional tool
for Personnel Research, particularly research aimed at identi-
fying work closely enough related to be of concern in perform-
ing relative evaluation of jobs.


Providing expertise to the heads of operating agencies
in conjunction with the Governor's reorganizational plan,
in the areas of Job Assessment and Evaluation, Consolidation
of Jobs and Reassignment and/or Transfer of Personnel. A
direct side effect of the job evaluation process would be
the development of more accurate and complete class specifi-
cations.


Provide a basis for job-related and non-discriminatory
employment tests and other selection procedures.


Development of operational policy guideline to effectuate
personnel changes as a consequence of any reorganization
changes.


Development and establishment of comprehensive pay
schedules to accommodate all levels of classification for
the government system.


-26-







Objectives (cont'd)


To institute training programs aimed at promoting
productivity, efficiency, and courtesy of government
employees.


-27-

















****+******** **************************

GROUP HEALTH INSURANCE PROGRAM

Beryl E. Kean, Chief

* ** *S******3***S********** ****************


NAME

BERNADINE EDMEAD


KAREN ROUMO


JUDITH MCBEAN


ARLENE HENDRICKSON


LINDA AKINS


LORNA BENJAMIN


LORRAINE K. GIFFT


POSITION TITLE

CUSTODIAL WORKER II


INSURANCE CLERK


INSURANCE CLERK


INSURANCE CLERK


INSURANCE CLERK


SUPERVISOR, CLAIMS EXAMINER


SUPERVISOR, GROUP INSURANCE


-28-






GROUP INSURANCE PROGRAM


In accordance with Title 3, Chapter 15, Subchapter VIII,
Paragraphs 631-641 of the Virgin Islands Code, Group
Insurance Benefits (Life, Health and Dental) are being
provided to government employees and their eligible
dependents.

Eligible for coverage are employees and dependents of the
departments, offices and agencies of the Virgin Islands
Government, Virgin Islands Housing Authority, Urban Renewal
Board, Port Authority and the College of the Virgin Islands.
Retired employees and their dependents are also covered.

On December 31, 1984 Life, Health and Dental coverages were
cancelled from AETNA Insurance Company who had been the carrier
since April 1, 1982.

Effective January 1, 1985 the carrier for the Life Insurance
is American Bankers and for the Health and Dental Insurance
Blue Cross and Blue Shield of the National Capital Area.
After.lengthy Legislative hearings, their contracts were
approved as late as June, 1985.

Benefits paid by AETNA from October, 1984 through December,
1984 were as follows:

Hospital, Surgical, Medical
and MME Benefits $1,636,230.77
Dental Benefits 184,841.42
Life Insurance Benefits 325,110.05

Effective January 1, 1985 as Blue Cross became the carrier
for Health and Dental and American Bankers for Life Insurance
the plan of benefits, costs and number of employees and retired
employees and families in the plans are as follows:

NON-CONTRIBUTORY LIFE AND ACCIDENTAL DEATH
AND DISMEMBERMENT FOR EMPLOYEES

Term Life Insurance $10,000
Accidental Death and Dismemberment $10,000
Retired Employees Life Insurance $ 5,000
Employees Covered for Life and AD&D 10,182
Retirees Covered for Life Insurance 1,245

The Government contributes 100% towards this coverage.

Rates: 240 per $1,000 of Life Insurance Coverage Per Month
040 per $1,000 of AD&D Coverage Per Month


-29-







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

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

The number of employees covered for Optional Life and AD&D
is 4,344 (431 for $5,000; 1,218 with $10,000; 2,695 with
$15,000).

The employee contribution towards this coverage is 100%

Rates: 240 per $1,000 of Life Insurance Coverage Per Month
040 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 Acci-
dental Death & Dismemberment Benefits of $25,000. The Term
Life Insurance is reduced to $5,000 at retirement and retired
employees are only covered for Life Insurance (no AD&D).

TOTAL AMOUNT OF LIFE INSURANCE AND AD&D IN FORCE AS OF 9/30/86

Contributory Life Insurance $ 54,760,000
Non-Contributory Life Insurance 108,045,000
Accidental Death and Dismemberment 156,580,000

HEALTH INSURANCE AND DENTAL INSURANCE

Health Dental
Active Employees Covered 10,182 10,182
Retired Employees Covered 1,509 1,509
Active Employees with Dependents 4,783 3,708
Retired Employees with Dependents 624 419

The Government contributes 50% towards the cost of Health
and Dental for active and retired employees. Active and
retired employees contribute 50%.

Health and Dental Insurace rates as of September 30, 1986
are as follows:

Health Insurance $49.79 per month per active employee and
retired employee under age 65
$37.34 per month per retired employee over
age 65


-30-







$39.50 per month per active employee and
retired employee with dependents
under age 65
$29.87 per month per active employee and
retired employee with dependents
over age 65

Dental Insurance $5.03 per month per active employee and
retired employee
$7.77 per month per active employee and
retired employee with dependents

LIFE, HEALTH AND DENTAL BENEFITS PAID BY AMERICAN BANKERS
AND BLUE CROSS/BLUE SHIELD

Life Insurance (Contributory, Non-Contributory and AD&D
includes $45,000 paid by AETNA) $ 431,666.65


Hospital Benefits
Apportioned as follows:
V.I. Hospitals
Puerto Rico Hospitals
USA Hospitals
Insured

Physicians Benefits
Apportioned as follows:
V.I. Doctors
Puerto Rico Doctors
USA Doctors
Insured

Dental Benefits
Approtioned as follows:
V.I. Dentists
Puerto Rico Dentists
USA Dentists & Insured


TOTAL HEALTH, LIFE AND DENTAL PAID


3,909,671.75


$2,892,341.00
93,162.00
849,722.00
74,446.75


2,369,190.75


$1,328,743.00
135,610.25
263,933.00
640,904.50


1,342,944.75


$1,006,135,00
7,884.75
328,925.00


$8,053,473.90


With the Blue Cross/Blue.Shield coverage for Health and
Dental Insurance effective January 1, 1985, information
regarding the amounts of benefits paid on claims submitted
to them and paid by them has not been made available to the
Government. In view of this, although information has
recently been made available, their claims payment summary
only includes amounts paid for hospital, physician and
dental benefits through June 30, 1986.

The Group Insurance Program also handled 125 Refund Vouchers
of erroneous payroll deductions (for Health Insurance) and
516 individual checks of contributions totalling $491,758.47
(deposits to the Health Insurance Fund) on 27 Statements of
Remittance.


-31-










TOTAL PREMIUMS PAID


Contributory Life Insurance

Non-Contributory Life Insurance

Accidental Death and Dismemberment

Employee Health Insurance

Employee Dental Insurance

Dependent Health Insurance

Dependent Bental Insurance

Retired Employee Health Insurance

Retired Employee Dental Insurance

Retired Employee Dependent Health Insurance

Retired Employee Dependent Dental Insurance


*Dental and Health Insurance were combined


FY-84

$ 217,218.00

412,641.00

62,286.60

4,681,482.72*

-0-

1,614,799.20

489,279.00

321,162.80*

-0-

91,362.19

27,132.00


FY-85

$ 166,141.20

332,943.90

74,301.10

7,380,887.17*

-0-

2,632,118.14

343,026.13

838,630.20*

-0-

269,396.20

33,828.18


FY-86

$ 156,018.00

307,124.40

74,364.20

6,016,183.90

608,127.00

2,134.027.00

339,238.20

782,746.50

86,883.19

274,999.50

37,428.09








GOVERNMENT EMPLOYEES' RETIREMENT SYSTEM

A. Cecelia Cruse, Assistant Administrator


NAME

SHIRLEEN FRETT
JANICE TURNBULL
TERESITA JARVIS
LYDIA A.S. SMITH
LORETTA A. PARROTT
KATHERINE HOLDER
TERRYLN M. SMOCK
UNA COUSINS
MARGARET WEBBE
CECELIA SENTHILL
FLORESIA TESTAMARK
THERESA FRANCIS
LLOYD V. ROBERTS
ANN ALLEN
GLENCIA JOSEPH
LINDA P. WILLIAMS
LYNETTE FREDERICKS
LYNNE MULRAINE
DEBORAH R. ABBOTT
CLAUDETTE PRENTICE
LEON BATTISTE
BENJAMIN A. GAGLIANI, JR.
GLORIA BERRY
ANGELA BRYAN
JEAN KRIGGER


POSITION TITLE

ACCOUNT CLERK III
ADMINISTRATIVE OFFICER I
ADMINISTRATIVE OFFICER II
ADMINISTRATIVE OFFICER II
ADMINISTRATIVE OFFICER II
ASSISTANT BENEFITS OFFICER
ATTORNEY
BENEFIT CLERK II
BENEFIT CLERK II
BENEFIT OFFICER
CLERK III
CUSTODIAL WORKER II
FISCAL OFFICER
KEY PUNCH OPERATOR I
KEY PUNCH OPERATOR I
KEY PUNCH OPERATOR I
KEY PUNCH OPERATOR III
LEAD COMPUTER PROGRAMMER
LOAN APPLICATION CLERK
LOAN APPLICATION CLERK
LOAN OFFICER I
MANAGER, COMPUTER OPERATIONS
RESERVE & BENEFITS ACCOUNTANT
RESERVE ACCOUNT CLERK
SUPERVISOR RETIREMENT LOAN
PROGRAMS


-33-








ADMINISTRATOR'S OFFICE


The twenty-seventh annual statement of operations showed
a continued period of growth and progress for the Retirement
System. New assets at the close of the fiscal year amounted
to approximately $325 million compared to approximately $221
million at the close of fiscal year 1983.


The Actuarial Valuation Study for the year ending
September 30, 1985 was completed and submitted to the
Actuary, Martin E. Segal. This study has been reviewed and
submitted back to Martin Segal for final draft. This
complete valuation of the membership of active and retired
persons will provide the information to the Board that is
needed to handle the future obligations of the System.


INVESTMENTS:

Over the 5h years ended on December 31, 1986, the
assets handled by the investment managers increased from
$70.9 million to $247.3 million. The net earnings
experienced by the System's three investment managers;
-Alliance Capital, Stein Roe and Farnham and First
Pennsylvania Bank --represented a return of 16.0%. The
interest earned over the last year totaled $35.0 million.


Portfolio diversified as of December 31, 1986 is as
follows:

Managed Assets at
Market Value
Amount % of Total
Equity (Common Stocks) $52.1 21%
Bonds (Fixed Income) 169.5 68
Cash and Equivalents 25.7 10.4
(Fixed Income)

TOTAL $247.3 100.0%


-34-







Note: Amounts are in millions. Detail figures may not
add to total due to rounding.

Total Certificates of Deposits with local banks
are $3,500,000.00.


Loan Portfolio to members as of December 31, 1986
is as follows:


Amount % of Total
Personal $31.7 41%
Mortgage 42.7 55
Auto 3.5. 4

TOTAL $77.9 100%


Note: Amounts are in millions.



Board Meetings

During the period of this report, the Board met 36
times. All aspects of the System were discussed: invest-
ments, actuarial studies and other retirement cases for
review.


LEGISLATION

Act #5215 Title 3, Chapter 3, Section 717 amended the
criteria for the investment in common stocks of corpora-
tions. This recent change allows for the investment
in companies that have paid dividend for 5 consecutive
years rather than 10 gives the managers some added
flexibility.

Act #5135 Amended Title 3, Section 731 pertaining to
sick leave. The law previously allowed members to be
compensated for sick leave in excess of 720 hours. This
act restored the previous law which granted members to
have their accumulated service credit added to service
retirement annuity.

Act #5206 Amended Act 5118 to allow enrollment of
certain employees of the University of the Virgin Islands
an additional period of time to elect membership.

-35-







Act #5226 Amends Title 3, Sections 702, 705 and 718
as it creates hazardous retirement for certain employees
employed by the V.I. Water & Power Authority and Depart-
ment of Public Works. This bill cannot be implemented
as written and will be amended.

Act #5118 Allowed coverage to teaching administrative
and other personnel at the University of the Virgin
Islands Employees' Retirement System. Previous law did
not extend membership to persons who were eligible for
membership in the Teachers Insurance Annuity Association
or other similar retirement systems.

Act #5048 Repealed Act #5035 which originally separated
the Retirement System from the Personnel Division.





The legal work of the System continues to increase
steadily and more than 625 closings of mortgages occurred
during this period.


The construction of the GERS Complex had taken up a lot
of the Attorney's time as many new and technical problems
arose with the construction process.


The computerization project for the GERS when completed
will allow the System to issue individualized statements
to members on an annual basis. It will also allow the
System to begin making loans to retirees.


A classification review of the entire Retirement System
staff was conducted and finalized by the Personnel Research
Unit.


Problems:

The System continues to experience problems with the
mechanization of all loan programs and contribution records.
A contractor, Frost & Company, retained by the Trustees to
redesign the computer programs is far behind in developing
the software required.


-36-







Mechanization is urgently needed since we are currently
using bookkeeping machines to post individual loans and
contributions on a bi-weekly basis. Mechanization is also
needed in order to accumulate the employee census data to
allow for annual actuarial evaluations. It is now expected
that personal and auto loans will be on line by May, 1987.


Within the past years there were several legislative
acts which increased the workload of the System and the
present staff is unable to keep the work of the System
up-to-date. However, due to lack of space the Retirement
System has been unable to hire new employees.


Disability cases continue to be on the uprise and the
Assistant Administrator is faced with an awesome responsi-
bility in making determinations on disability claims since
this System does not have a medical committee.


Objectives:

Recodifications Bills have been submitted each year
to recodify the retirement law. Recodification is needed to
clarify provisions and incorporate amendments.


Review of Retirement System provisions.

Revise retirement benefits reducing contributions
and recognizing new saving techniques. Studies need to be
done to review same.

Cost of living for retirees needs to be reviewed.

Amendments to Act 5226 needs to be made to protect
the stability of the Retirement System.


Increase in salaries, training and potentials for
growth for entire staff.


-37-








BENEFITS SECTION



This activity center maintains retirement records for
approximately 12,000 government employees and annuitants,
process checks for 2,200 retirees, determines retirement
benefits and counsels prospective retirees.


Every year during the past three (3) fiscal years
1984-1986' this section has sent out over 2,000 '1099 Forms'
to retirees, beneficiaries and pensioners in time for
income tax filing.


Changes were made in the Retirement Annuity Payroll
for Health Insurance deductions for over 1,000 annuitants.


Continuing efforts are being made to update members
beneficiaries. A canvass is being made of all retirement
records and appropriate letters were sent to the employees
and the personnel officers.


Social Security numbers and a breakdown of all loan
payments were finally included on the Retirement Annuity
Payroll.


Annuitants now have a check stub accompanying their
check with their social security number, gross pay, and
other deductions exhibited.


There were 1,740 refunds contributions processed
totaling $1,713,217.80. These refunds cover such areas
as erroneous mortgage and personal loan deductions, erroneous
contributions and members who have separated from govern-
ment service.

A total of 236 beneficiaries received $538,101.72
in death benefits.
-38-







The retirees' payroll are done 24 times annually. The
total amount of retirees receiving annuities has increased
from 1,947 and a payroll of $11,900,000.00 to 2,243 annuitants
with a payroll of $17,816,567.98 over the past three (3)
fiscal years.


Problems:

The Data Processing Section still has not corrected an
ongoing problem which is dropping of members who should pay
8 percent to 6 percent for no apparent reason; and because
of the limited staff it is virtually impossible to keep on
top of this situation.


Another matter that has no clear cut solution and has
existed to long is in reference to the maintenance record
file. When new members names are sent to the Department of
Finance to begin retirement deductions, they are only acted
upon partially. Members end up working for long periods of
time without paying contributions. Perhaps, as a remedy,
all new appointees should have deductions initiated auto-
matically, instead of the one year waiting period as
presently exists. This will also eliminate a number of
inquiries from members who are interested in paying for
their years) of credited service.


NOPAs for temporary service are still difficult to
locate especially from the employing departments and
agencies. Additionally, resignation NOPAs from many
departments are not being processed upon receipt of a
letter of resignation which prevents the retiree (along
with the delay in leave information from the Payroll Section,
Department of Finance) from being placed on the retirement
payroll.


-39-







It is difficult to accurately account for prior service
credits) if an individual has several employee numbers;
and prior service credits) have been posted to the wrong
employee when two (2) individuals in different departments
have the same name.


Many members are not completing their membership
record forms that are sent via their personnel officers,
thereby, causing a lack of important information on these
members. Not having a membership record on file makes the
job much harder when a member dies and there is no available
record.


Objectives:


Computerization of the contributions account record,
credited service, and personnel record files in order to
eliminate the need to go through each record manually.


Once again the major objective is to be able to process
retirees' benefits within a reasonable length of time.


Preparation and distribution of annual statement of
accounts to members indicating their amount of contributions.


-40-







***tt***f*******
LOANS SECTION
*****************



This activity center interviews applicants and processes
documents pertaining to home mortgages, personal loans, auto
loans and real estate loans.


Disbursement vouchers that were processed over the past
three (3) fiscal years were:


Loan to Members


a) Personal Loans 17,728
b) Mortgage Loans 1,423
c) Automobile Loans 803


There were 36 Board of Trustees meetings held at which:


a) 642 Mortgage loans were approved
b) 80 Mortgage loans were disapproved
c) 21 Mortgage loans were deferred
d) 48 Land loans approved
e) 1 Land loan disapproved
f) 5 Subordination of mortgage approved
g) 1 Subordination of mortgage disapproved
h) 1 Partial Release of Mortgage approved



Mortgage Loan documents prepared:


a) 649 New mortgage loan documents
b) 184 Release of Mortgage
c) 4 Mortgage Addendums
d) 4 Release of Mortgage & Mortgage Addendum
e) 8 Partial Release of Mortgages
f) 17 Subordination of Mortgages


-41-








Problems:


There are a minimum amount of cases where the employee

applying for an auto loan does not comply with the Retire-

ment System's guidelines in reference to submitting the

vehicle registration on the day the check is disbursed.

Legislation has increased work substantially and there

has been no increase in staff. Additionally, the loan section

is opened nine hours daily. The staff has to their paper

work in between helping applicants and answering the tele-

phone. It is hoped that a cut-off time in dealing with

prospective applicants will be established in order that

paper work can be done.


Objectives:


Homeowners insurance needs to be recorded and filed

in order to keep track of the date a policy becomes due.

The Board of Trustees needs to reconsider the cost

of Life Insurance on mortgage land and determine what will

be borne by the employee.


-42-






***********

FISCAL SECTION



This activity center provides the accounting for 16,500
member loans on a bi-weekly basis and maintains the contri-
bution ledgers for 12,000 active members and 8,500 inactive
members who are either vested or separated from government
without withdrawing their contributions.


This section is presently conducting an audit of the
1984 and 1985 Fiscal Years while maintaining the 1986
work at a 70% completion level. This includes the posting
and reconciliation of approximately 13,000 records.


This section has also been able to maintain manually
the fiscal posting of 7,728 personal loans at an up-to-date
level. While this in itself may be looked at as an accom-
plishment the overall picture is bleak due to the mortgage and
auto loan postings being non current in status.


In the computer section, retirement contributions are
up-to-date as of the last posting period, September 30, 1986,
in conjunction with reports from the Department of Finance,
outside agencies and the Benefits Section.


The upgrade of the personal loans to IBM System 34 is
presently in the final stages with testing to be done shortly.


Problems:

It has once again become a very difficult task to per-
form the function of this section, based on the lack of
proper equipment. Because of the volume of personal, mort-
gage and auto loan records being posted manually, it is very
difficult to acquire a bookkeeping machine that can stand the
constant every day posting. The breakdown of these machines


-43-






has caused a serious backlog and several accounts cannot be
reconciled.


Inadequate staffing is a major concern as the Retirement
System continues to expand which results in an increased
workload.


Manual posting of approximately 13,000 loans bi-weekly.



Objectives:

Complete computerization of the General Ledger, member
loan records and all records pertaining to the fiscal section;
and to interface the loan program with the general ledger.


Upgrade of the General Ledger System from Datapoint
to the IBM 34.


Financial Reporting -- Audit financial statement and
bring them up-to-date.


-44-










RETIREMENT (SIT)
DISBURSEMENT VOUCHERS PROCESSED


700



50



600



50



500



50



400



50



200



50



100


2<


'6


MORTGAGE ,


AUTO







SERVICE
S- RETIREMENT
ANNUITIES


D--A-A- A-A-A- A-A-"
DEATH 6-N
BENEFITS *


FISCAL YEAR
-45-


REFUNDS


.. ..









RETIREMENT
PERSONAL LOAN

DISBURSEMENT VOUCHERS PROCESSED


6,031


6,163


J _______ j ___________________ & ________ ________________ J _______________


FISCAL YEAR


-46-


0


5,534


6,000








5,000







4,000







3,000








2,000








1,000















ST. CROIX OFFICE

Alvin Jackson, Assistant Director

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


NAME

MARIE SIMMONS

URYLEE BURKE

JOSIANNE MCGREGOR

LEE SEWARD, JR.

GODFERY FREDERICKS

FABIANA KRIEGER

CARMEN MCGREGOR

CELINE MARTIN

ANN FORBES

LENORE ELOCK


POSITION TITLE

CUSTODIAL WORKER I

PERSONNEL ADMINISTRATIVE ASSISTANT

PERSONNEL ANALYST II

PERSONNEL ANALYST II

PERSONNEL ANALYST III

PERSONNEL & BENEFITS CLERK II

PERSONNEL & BENEFITS CLERK II

PERSONNEL & BENEFITS CLERK II

PERSONNEL & BENEFITS CLERK II

PERSONNEL RECORDS CLERK I


-47-







*k**************

ST. CROIX OFFICE




All of the general and diversified duties pertaining to
Personnel are performed from the acceptance of job applica-
tions, testing and the eventual certification of eligibles.
Job appointments for St. Croix are prepared here for the
Governor's signature. This office handles all retirement
forms and applications with the exception of the actual
processing of the Retirement Loans, annuities and pensions.


Needless to say, as a result of stringent budgetary
restrictions our office was not able to achieve its'
staff training objectives.


Productivity averaged approximately 500 appointments
per year during the past three (3) fiscal years with a high
of 609 in FY '85. However, quite the opposite was true for
certification of eligibles. Fiscal Years 1984 and 1986
averaged approximately 1,000 certification of eligibles per
year while fiscal year 1985 saw a low of only 177 certifi-
cation of eligibles.


On the surface this non-correlation between the number
of appointments prepared and the number of certification
of eligibles could possibly mean circumvention of the Personnel
System. However, an underlying reason might be that there
were no eligible list for the particular job appointments.
This will have to be scrutinized more closely.


There has been an obvious decline in the number of
examinations given. This is primarily due to the government
wide freeze and closed eligible lists.


The support staff remained very active processing
retirement forms and applications.


-48-







Fiscal Year 1984 was a very active retirees' year.
The greatest activity was the counselling and preparation
of appropriate documents for the hundreds of government
employees who took advantage of Act 4877's, "Early
Retirement".


Problems:

The same recurring problems exist year to year; and
that is, getting an employee to come in at least a year
before their actual retirement for counselling on same.


This office is still not receiving pertinent documents
with copies of NOPAs. There are times during the decision
making process, when it is necessary to see copies of the
accompanying letters and/or other documents relative to the
nature of action on the NOPA (St. Croix employees only).


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 of our ability with whatever resources are avail-
able.


-49-






ST. CROIX
BRANCH OFFICE


CERTIFICATION OF
ELIGIBLES


APPOINTMENTS


- ~1


84 85 86


FISCAL YEAR


-50-


1,100







900






700






500







300








100


609


472


464





ST. CROIX
BRANCH OFFICE


EVALUATIONS


FISCAL YEAR


-51-


EXAMS


3,000



2,000




1,000



900


800



700


600



500



400



300



200



100














RETIREMENT DOCUMENTS PROCESSED
(ST. CROIX)


e~-


-*
0



PERSONAL .-- 0


1,420




1,380



1,340



1,300



280



240



200



160



120



80



40


FISCAL YEAR


-52-


SERVICE
RETIREMENT
ANNUITIES














AUTO
MORTGAGE -
S -.- REFUNDS
..MORTGAGE "'.......
". -. .. -f- E




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