State of Oregon
Public Employees Retirement System
Employee Name: Vacant Position No: 9900436
Class Title: Operations & Policy Class No: C0870
Working Title: Priority Processing Agency No: 45900
Section Title: MAPP Budget Auth. No: 000729440
Rep. Code: OA Established Date: 7/01/1999
Work Location: Headquarters Tigard PD Revised Date: 2/1/2013
Position: Permanent / Full Time
FLSA Classification: Non-Exempt
PERS Mission Statement
We serve the people of Oregon by administering public employee benefit trusts to pay the right
person, the right benefit, at the right time.
Member Account Priority Processing (MAPP) 0%
CSD is responsible for a variety of member and employer activities. It is comprised of
four sections: Information Services, Publications and Communications, Membership
and Employer Relations and Member Account Priority Processing. The division's main
goal is to provide accurate information and timely services to PERS members and
employers, as well as external and internal customers.
This position resides in the (MAPP) Team. This team's purpose is to: 1) certify
eligibility for benefits 2) provide data verifications 3) reconcile member accounts 4)
validate termination notices 5) process member's refund and withdrawals applications
for the PERS 238 and 238A benefit plans; 6) administer the Loss of membership and
Loss of units 7) Required Minimum Distribution; 8) Create and execute programs to
correct member accounts for active, inactive, and retired PERS members and their
beneficiaries timely and accurately.
OPA1 Priority Processing Operations Analyst 0%
Work as a program, technical, and project management resources on daily operations
for the Member Account Priority Processing (MAPP) team. Provide expertise to one of
the programs, eligibility, separations or withdrawals in data analysis and system
implementation. Maintain manual and automated processes for the one of the priority
processing programs. Perform data validation and reconciliation processes and
procedures. Develop and conduct training for program training MAPP team staff. This
position will work ensuring that the system and data used to support the benefit
payments is accurate and timely.
Title and Definition Weight
Teamwork and Collaboration 25%
Is an effective team player who adds complimentary skills and contributes valuable
ideas, opinions, and feedback to the team.
Reducing barriers through clear communication and streamlined processes.
Empowering change through collaborative teamwork.
Inspiring trust through transparency and accountability.
Description of Duties
Title and Definition % of Time
E - Serve as subject matter expert and technical advisor 65%
Perform or coordinate data quality and reconciliation activities associated with
one or all of the following, but also is not limited to: benefit payments,
withdrawals, purchases, employer wage and contribution reports, member
accounts, internal revenue code adherence, tax calculations and reporting,
pension roll maintenance and employer receivables, TPA records, and
authorization of benefits for PERS, OPSRP, and IAP plans.
Collect and research issues related to above activities and forward results to
management, technical staff or senior level Operations and Policy Analysts for
Setup and transmit periodic electronic batch files of data between CSD, BPD &
ISD and FRS.
Review and identify issues that assist in work request authorizations, change
requests, project proposals.
Coordinate and conduct section/division and stakeholder information gathering
and training meetings.
Reviews section internal operations and processes. Implement daily operation
plans, actions and goals.
Participates in program and system design meetings with CSD Section staff.
Maintain established data correction routines and data collection procedures
Apply regularly identifiable section procedures, data routines and data
collection procedures to ensure correct data entry and clean records.
Maintain and support customized PC applications for daily operations. Assists
with troubleshooting data quality issues in ORION and recommend possible
corrective action to others as appropriate.
Maintain and support section databases. Ensure accuracy and integrity of data.
E - Quality Assurance and Testing 30%
Implement established user test plans and perform user acceptance testing of
computer modifications and enhancements according to scope documentation.
Ensure the accuracy of system modifications and enhancements.
Coordinate process improvement and RCP initiatives with PPLAD,
Administration, Fiscal, PMO, Covansys, Provaliant and Information Services
Examine corrections and enhancements to maintain compliance with federal
and state regulations and laws.
Train and assist staff on the use of related agency information systems and
subsystems with the focus on potential areas of improvements.
Apply accepted methods and processes to perform quality assurance
calculations or reviews (audits to isolate errors and discrepancies) of computer
program outputs to ensure computers are performing as programmed. Report
anomalies or issues to higher level technical staff or management for further
review and analysis
Produce monthly statistical, performance, and summary reports for
communicating the ongoing progress being made in one of the MAPP team
programs to agency management.
Measure and report production volumes, timelines, and QA achievements and
report to manager on a mutually agreed regular time.
N/E - Other duties as assigned. 5%
Assist, advise and provide recommendations to management team with
initiatives, projects, and other duties as assigned.
Physical Requirements - Working Conditions
OPA1 Priority Processing Operations Analyst 0%
Smoke free, air-conditioned office; occasionally necessary to deal with irate members
on the phone or in person; subject to interruptions; and occasional travel. Ability to
function in a multidisciplinary environment, perform multiple tasks and meet
deadlines. Ability to communicate to a variety of different recipients, peers, superiors,
stakeholders. Requires ability to communicate in a variety of different media; public
speaking, in meetings, on phone, with email, and written correspondence.
List any established guidelines used in the position, such as state or federal laws or regulations,
policies, manuals or desk procedures.
PERS Employer Manual
Internal Revenue Code (IRC)
Oregon Administrative Rules (OARS)
ORS 238 Oregon Retirement Law
BPD Resource Manuals (Interest Tables, Variable Tables, Auditor Reports)
Agency Business Rules and Policy Papers
Computer Program Manuals
IT Best Practices (I.E. “RUP” and other standards)
How are these guidelines used?
The above references are used to assure agency programs and staff production conforms to
applicable state and federal law; the accurate creation and maintenance of member records and
benefits; and uniformity in the information presented.
With whom, outside of co-workers in this work unit, must this position regularly come in
Who How Purpose How Often
Members, Employers, in person, phone, give and receive daily
Public correspondence information
Agency staff in person, phone, e-mail give and receive daily
Position Related Decision Making
OPA1 Priority Processing Operations Analyst 0%
Decisions must be made in regard to eligibility under the law for benefits and the
computation thereof. Incorrect decisions could seriously affect the lifetime retirement
income of a member and create a negative image for the agency.
Decisions must be made relating to the best practices to apply to an agency program.
Decisions must be made to ensure quality assurance of accurate program
Review of Work
Who reviews the work of the position?
Mgr Classification How How Often Purpose
X7002 By meetings for problems, daily/weekly Target dates being met,
Additional Position-Related Information
ADDITIONAL REQUIREMENTS: List any knowledge and skills needed at time of hire that are not
already required in the classification specification:
SPECIAL REQUIREMENTS: List any special mandatory recruiting requirements for this position:
Employees will be subject to a computerized criminal history background investigation. Adverse
background data may be grounds for immediate disqualification.
BUDGET AUTHORITY: If this position has authority to commit agency operating money, indicate
Physical Demands - General Activities
(N)ot Required - 0%
(I)ntermittent - 1 - 5%
(O)ccasional - 6 - 33%
(F)requently - 34 - 66%
(C)ontinuous - 67 - 100%
Lifting <10 lbs
Lifting >11-25 lbs
Lifting >26-50 lbs
Lifting >50 lbs
% of Time Notes
Sitting C 8/5 Desk/Office
Walking O Carpet Short Distances
Reaching - with arms and hands I
Lifting I <10 lbs Files/Papers
Vision - close, peripheral, depth, ability to C
To view a copy of a current organizational chart, click here.
Employee Statement of Understanding
I have read and understand the position description for my position. I am able to perform all of the
essential functions of this position.
I agree to comply with the agency's compliance policies and all laws, rules, regulations and standards of
conduct relating to my position. As an employee, I understand my duty to report any suspected
violations of the law or the standards of conduct to my immediate supervisor.
As an employee, I will strive to uphold the mission and vision of the organization. All employees are
required to adhere to the values in all their interactions with citizens and fellow employees.