State of Oregon
Public Employees Retirement System
Employee Name: Vacant Position No: 1110608
Class Title: Operations & Policy Class No: C0871
Working Title: Benefit Process Agency No: 45900
Section Title: BAIP Budget Auth. No: 001040170
Rep. Code: OA Established Date: 7/1/2009
Work Location: 72nd Tigard OR PD Revised Date: 3/04/2013
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.
Benefit Payment Division (BPD) 0%
PERS provides retirement, death, disability, and health benefits to all state of Oregon
and school district employees, as well as the vast majority of local government
employees. The Benefit Payments Division (BPD) is the PERS operational division
that initiates, maintains, and ends retirement, death, and disability payments.
OPA2 Benefit Process Developer 0%
Work as a program, technical, and project management resource on division and
agency initiatives. Provide expertise to the Benefit Payments Division and agency in
developing tactical plans for data analysis and system implementation. Develop
manual and automated processes for agency programs; develop data validation and
reconciliation processes and procedures, develop and conduct training for agency
staff. This position is dedicated to ensuring that the system and data used to support
the retirement system is accurate and timely. Develop or modify information
management systems or PC programs to support four retirement programs of the
plan; perform as subject matter expert on program and IT program capabilities and
interaction; identify business needs and perform as liaison to IT department; identify
program specifications, develop testing plans and perform user acceptance testing;
develop process and policy business rules.
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, technical advisor and resources within 70%
Analyze and prioritize 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.
Meet with intra-departmental, other agency, and system vendor's staff to
coordinate data related computer system improvements and enhancements
and ensure compatibility with current operating environments and processes.
Recommend and advocate for work request authorizations, change requests,
project proposals, RCP stakeholder needs, prioritization based on agency
priorities including cost and benefit analysis and impacts of changes.
Coordinate and conduct section/division and stakeholder information gathering
and training meetings.
Evaluate and assess internal operations; process, recommend and implement
plans, actions and division goals.
Provide technical support to section/division/agency for information technology
(IT) development, maintenance and enhancement projects for the agency's
retirement systems and software development to assist in automating manual
Participate in program system design, for multiple computer systems.
Design data correction routines and data collection procedures and tools.
Develop methods to expedite member and employer (database) record
Develop and support customized PC applications for section, division, and
Assist ISD staff, as needed, with workflow development and testing.
E - Quality Assurance and Testing 25%
Design and approve 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 divisional and agency initiatives with PPLAD, Administration, Fiscal,
PMO, and Information Services divisions.
Develop and perform root cause analyses that lead to the prevention of
inaccurate data or calculations in the future.
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.
Develop and conduct quality assurance calculations or reviews (audits to
isolate errors and discrepancies) of computer program outputs to ensure
computers are performing as programmed.
Produce statistical information, performance metrics and summary reports to
communicate the ongoing progress being made in the Benefit Payments
Division 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
OPA2 Benefit Process Developer 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. Function in
a multidisciplinary environment, perform multiple tasks and meet deadlines. Ability to
communicate to a variety of different recipients, peers, superiors, stakeholders and
with 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.
Internal Revenue Code (IRC)
Oregon Administrative Rules (OARS)
ORS 238 Oregon Retirement Law
Agency Business Rules and Policy Papers
Computer Program Manuals
IT Best Practices (I.E. “RUP” and other standards)
Accounting Best Practices
Employee coaching manuals
How are these guidelines used to perform the job?
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 and give and receive daily
Position Related Decision Making
OPA2 Benefit Process Developer 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
X7006 meetings as needed for problems, solutions
and proposals, for
accuracy and timeliness.
Oversight Functions (For Supervisory positions only)
How many employees are directly supervised by this position?
How many employees are supervised through a subordinate supervisor?
Which of the following activities does this position do?
Responds to grievances
Disciplines and rewards
Hires and discharges
Gives input for performance evaluations
Prepares and signs performance evaluations
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 Office/desk
Walking O carpet/short distances
Reaching - with arms and hands O squeezing, grasping,
Stooping/Kneeling/Crouching/Crawling I <5mins. on carpet
Lifting I <10 lbs. Files/paper
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.