CS-214 Position Description Form - DOC 6

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CS-214 1. Position Code
REV 8/2007

State of Michigan
Civil Service Commission
Capitol Commons Center, P.O. Box 30002
Lansing, MI 48909
Federal privacy laws and/or state
confidentiality requirements protect POSITION DESCRIPTION
a portion of this information.

This form is to be completed by the person that occupies the position being described and reviewed by the
supervisor and appointing authority to ensure its accuracy. It is important that each of the parties sign and
date the form. If the position is vacant, the supervisor and appointing authority should complete the form.
This form will serve as the official classification document of record for this position. Please take the time to
complete this form as accurately as you can since the information in this form is used to determine the proper
classification of the position. THE SUPERVISOR AND/OR APPOINTING AUTHORITY SHOULD
COMPLETE THIS PAGE.
2. Employee’s Name (Last, First, M.I.) 8. Department/Agency
Human Services

3. Employee Identification Number 9. Bureau (Institution, Board, or Commission)

4. Civil Service Classification of Position 10. Division
Financial Analyst 12 Office of Logistics and Rate Setting (OLRS)

5. Working Title of Position (What the agency titles the 11. Section
position)
Financial Analyst 12

6. Name and Classification of Direct Supervisor 12. Unit
John Ferrigan, SAM 15

7. Name and Classification of Next Higher Level Supervisor 13. Work Location (City and Address)/Hours of Work
Christine H. Sanches, SOA 17 235 S. Grand Ave., Suite 1201, Lansing, MI 48909/
M-F/8-5PM
14. General Summary of Function/Purpose of Position
This position is responsible for the accurate and timely analysis of budgets, proposals and financial data as part of the direct
human service bidding and contracting processes. This position functions as the expert resource for the development,
preparation and analysis of complex financial reports in support of Office of Logistics and Rate Setting (OLRS) activities and
in accordance with federal and state reporting requirements. This position is responsible for the establishment, publication,
and maintenance of payment rates for direct human services provided to DHS clients. This position develops and maintains
databases critical to the efficient operation of the OLRS and to ensure compliance with all federal and state guidelines. This
position establishes reimbursement rates for federal funded programs. This position also performs analysis of annual audited
financial statements from providers. This position develops training packages and conducts training for DHS staff and
contractors. This position works on special assignments/projects as required, developing unique, complex, financial reports
or databases.

For Civil Service Use Only

15. Please describe your assigned duties, percent of time spent performing each duty, and explain what is done
Page 1
to complete each duty.
List your duties in the order of importance, from most important to least important. The total percentage
of all duties performed must equal 100 percent.
Duty 1
General Summary of Duty 1 % of Time 35%
Develop and prepare financial reports and program analyses in support of OLRS activities and in accordance with federal and state
reporting requirements.

Individual tasks related to the duty.
 Develop detailed expenditure projections and reports
 Serve as financial liaison to DHS Budget Division
 Gather and provide detailed financial information required for federal and state reporting in cooperation with DHS Federal
Compliance & Funding and Accounting Divisions
 Maintain account coding structure for proper allocation of costs for federal and state reporting
 Research, compile and prepare report data and supporting documentation for OLRS financial related activities.
 Design and create detailed financial spreadsheets and databases related to OLRS activities
 Analyze numerous and various financial reports and data sources for use in auditing, budget planning, detailed expenditure
projections, trend analysis, and potential impact on the department and its programs
 Develop financial ad hoc reports as needed
Duty 2
General Summary of Duty 2 % of Time 30%
Review and analyze complex budgets and written proposals submitted with bid responses and contract documents.

Individual tasks related to the duty.
 Review and analyze complex budget and cost documentation materials to ensure they are complete, adequate and that items
are reasonable and allowable
 Perform necessary calculations to ensure budgeted costs support the services documented in the written proposal
 Prepare written summary of fiscal analysis used in evaluating proposals
 Calculate unit rate costs to allow equitable comparison of bids
 Complete the fiscal resource allocation portion of the bid evaluation
 Determine fiscal rating score for each bid
 Respond to fiscal related questions during the bidding and contracting process
 Attend pre-proposal conferences as needed
 Coordinate scheduling of fiscal reviews as part of work flow planning process
 Assist in contract negotiation process with the contractor
 Review and approve amendments with fiscal changes, and review and approve line item budget transfers

Page 2
Duty 3
General Summary of Duty 3 % of Time 25%
Responsible for the establishment, publication, and maintenance of payment rates for direct human services provided to DHS
clients.

Individual tasks related to the duty.
 Develop and maintain policies and procedures related to cost reimbursement methods and calculations
 Interprets federal and state regulations to develop policy related to fiscal issues, such as cost reporting and reimbursement of
activities and costs eligible for federal financial reimbursement
 Analyze contractor audited financial statements to assure rate structure maximizes federal reimbursement of costs related to
care of DHS clients
 Analyze potential provider annual budgets to calculate payment rates for direct human services
 Prepare correspondence related to instituting payment rates
 Maintain rates on computerized payment system and publish online rate schedules
 Calculate rate caps for groupings of direct human service programs

Duty 4
General Summary of Duty 4 % of Time 5
Develop training packages, coordinates presentation with other units and conducts training for DHS staff and contractors

Individual tasks related to the duty.
 Develop training packages and coordinate presentations to educate DHS staff and contractors in developing budget and cost
documentation materials to assist in submitting proper, reasonable, and allowable budgets
 Other training as required

Duty 5
General Summary of Duty 5 % of Time 5
Special projects and other duties as assigned

Page 3
Individual tasks related to the duty.
 Complete projects as assigned
 Update and maintain the various budget form templates and instructions
 Update contract policies and procedures as needed
 Evaluate unique budget formats used by programs for adherence for federal and state guidelines
 Evaluate legislative bills for their program and fiscal implications
 Other related work as assigned

Duty 6
General Summary of Duty 6 % of Time

Individual tasks related to the duty.


Page 4
16. Describe the types of decisions you make independently in your position and tell who and/or what is affected by those decisions.
Use additional sheets, if necessary.
Determine if budgets are in compliance with federal regulation, department policy, and state law
Determine if costs are allowable and reasonable in budgets and costs reports
Resolve issues which may have fiscal impact on the contractor or DHS.

17. Describe the types of decisions that require your supervisor’s review.
Issues that may be politically sensitive
Issues that may require expert legal opinion
Issues that remain unresolved over an extended period of time
Issues that have unusual or extenuating circumstances

18. What kind of physical effort do you use in your position? What environmental conditions are you physically exposed to in your
position? Indicate the amount of time and intensity of each activity and condition. Refer to instructions on page 2.
Normal office environment with occasional travel required. A normal work day consists of long periods of sitting with the
majority of time spent working with a computer.

19. List the names and classification titles of classified employees whom you immediately supervise or oversee on a full-time, on-going
basis. (If more than 10, list only classification titles and the number of employees in each classification.)

NAME CLASS TITLE NAME CLASS TITLE

20. My responsibility for the above-listed employees includes the following (check as many as apply):

Complete and sign service ratings. Assign work.
Provide formal written counseling. Approve work.
Approve leave requests. Review work.
Approve time and attendance. Provide guidance on work methods.
Orally reprimand. Train employees in the work.

21. I certify that the above answers are my own and are accurate and complete.

Signature Date

Page 5
NOTE: Make a copy of this form for your records.
TO BE COMPLETED BY DIRECT SUPERVISOR
22. Do you agree with the responses from the employee for Items 1 through 20? If not, which items do you disagree with and why?
The above description is accurate.

23. What are the essential duties of this position?
This position is responsible for the accurate and timely analysis of budgets, proposals and financial data as part of the direct human
service bidding and contracting processes. This position functions as the expert resource for the development, preparation and
analysis of complex financial reports in support of Office of Logistics and Rate Setting (OLRS) activities and in accordance with
federal and state reporting requirements. This position is responsible for the establishment, publication, and maintenance of
payment rates for direct human services provided to DHS clients. This position develops and maintains databases critical to the
efficient operation of the OLRS and to ensure compliance with all federal and state guidelines. This position establishes
reimbursement rates for federal funded programs. This position also performs analysis of annual audited financial statements from
providers. This position develops training packages and conducts training for DHS staff and contractors. This position works on
special assignments/projects as required, developing unique, complex, financial reports or databases.

24. Indicate specifically how the position’s duties and responsibilities have changed since the position was last reviewed.
This position description was last updated several years ago. Some of the tasks from the Financial Specialist 14 position,
which was eliminated, were added to this position.

Page 6
25. What is the function of the work area and how does this position fit into that function?
The Office of Logistics and Rate Setting (OLRS) is responsible for issuing all direct human service contracts within DHS.
There are approximately 2,500 contracts with a total dollar value of over $800 million. This position is responsible for
analysis of budgets, proposals and financial data as part of the direct human service bidding and contracting processes. This
position functions as part of the Rate Setting area of OLRS and provides financial, statistical and business support for OLRS.

26. In your opinion, what are the minimum education and experience qualifications needed to perform the essential functions of this
position.

EDUCATION:
Possession of a bachelor's degree in any major with at least 24 semester (36 term) credits in accounting, finance, and economic
courses.

EXPERIENCE:
Three years of professional experience providing a systematic review, analysis, interpretation, and/or evaluation of budgets,
or other financial data, equivalent to a financial analyst, including 1 year equivalent to a Financial Analyst P11.

KNOWLEDGE, SKILLS, AND ABILITIES:
Thorough knowledge of the principles and practices of research and financial analysis
Thorough knowledge of contract management, bidding and budget procedures
Ability to collect and interpret information, apply criteria, and make recommendations
Ability to analyze, synthesize, and evaluate a variety of data for use in program development and analysis

CERTIFICATES, LICENSES, REGISTRATIONS:
None

NOTE: Civil Service approval of this position does not constitute agreement with or acceptance of the desirable qualifications for this position.
27. I certify that the information presented in this position description provides a complete and accurate depiction
of the duties and responsibilities assigned to this position.

Supervisor’s Signature Date

Page 7
TO BE FILLED OUT BY APPOINTING AUTHORITY
28. Indicate any exceptions or additions to the statements of the employee(s) or supervisor.

29. I certify that the entries on these pages are accurate and complete.

Appointing Authority’s Signature Date

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