Paralegal Conflicts of Interest & Governance

  • Dignity Health
  • San Francisco, CA, USA
  • Nov 04, 2017
Full time Admin-Clerical

Job Description

Overview
Position Summary:
The position reports to the Vice President & Associate General Counsel (AGC) for Adminmistration. Between 75 - 80% of the Paralegal's time will be devoted to administration of the Conflicts of Interest (COI) program. The Paralegal will also be expected to complete other paralegal work related to governance and philanthropy matters as assigned by the AGC.

The position requires mastery within a short time of database applications, in particular (1) Practice Manager (PM), the Legal Department's matter management tool, and (2) the Conflicts of Interest (COI) on-line survey and collection system, a custom software application of Dignity Health. The Paralegal must also be able to navigate legacy data bases and other resources within the Dignity Health intranet. The Paralegal is the primary administrator of the COI data base and application.

Accountabilities:
  • Maintains a working understanding of Dignity Health's COI policies and how they are implemented, including knowledge of applicable underlying law (training will be provided).
  • Provides education and training for facility and system level executive coordinators and other administrative staff (\"List Managers\") responsible for identifying respondents and email addresses on behalf of the Accountable Executives of reporting organizational units (corporate board, subsidiary boards, community boards, foundation boards, facilty and corporate functional areas and departments).
  • Responds to questions and requests for assistance of survey respondents, Accountable Executives, List Managers, and others during the live survey portion of the reporting cycle.
  • Validates disclosures and conducts due diligence of survey responses, including querying PM, and other legacy data bases to validate information provided in survey responses, communicating with responsible local Dignity Health counsel, and soliciting futher information directly from respondents.
  • Analyzes survey responses and due diligence to identify potential conflicts of interest requiring immediate attention of the AGC for resolution or mitigation.
  • Drafts initial written analyses of COI disclosures for review by AGC and General Counsel.
  • Enters into the database the most current analysis as well as the results of diligence, remediation or resolution of conflicts, in a manner consistent with maintaining auditable legal records.
  • Works collaboratively with Financial Reporting to assure smooth transfer of summary reports of disclosed conflicts of governance members for inclusion in annual filing of Dignity Health's IRS Form 990.
  • Drafts, prepares and distributes memoranda to and final COI reports to Accountable Executives on behalf of and under the direction of the General Counsel .
  • Identifies defects and bugs in the COI website and application, participates in planning, development and testing of enhancements and fixes, in collaboration with the Legal Technology Project Analyst.
  • Identifies and implements improvements to COI survey questions or processes.
  • Provides back-up support to Medicare Provider Enrollment, Chain, and Ownership System (PECOS) for CMS 855A applications
  • Provides paralegal support to the AGC on governance matters such as Articles of Incorporation, Bylaws, Board Memos and related document drafting and revisions.
  • Provides paralegal support to the AGC on philanthropy matters such as routine contracts, statements of work and template contracts and other issues as they arise.


Responsibilities
Special Knowledge, Skills, Abilities
  • Ability to work collaboratively with, and relate well to internal staff and senior executives as well as external board members and participants in the governance of Dignity Health.
  • Maintain a professional demeanor while responding to clients, staff and members of the Legal Department.
  • Knowledgeable about databases, including data entry, research and data mining.
  • Ability to work without supervision but willingness to ask questions.
  • Ability to sustain attention to details, as conflict analysis depends on the facts and circumstances.
  • Possession of the demeanor, maturity, skill, discretion and professionalism to work and interact effectively with diverse internal and external constituencies, including support staff, hospital and corporate executives.
  • Excellent organizational skills and attention to detail.
  • Intermediate level computer and word processing skills in recent (2010) and current versions of Microsoft Office programs, including Outlook, Word, Excel and PowerPoint, Adobe Acrobat and Windows.
  • Good verbal and written communication skills, including legal writing, grammar, spelling and composition and proofing.
  • Ability to work collaboratively with other attorneys, paralegals, technical and support staff in teams or groups, and across the multiple offices of the Legal Department.
  • Sufficient understanding of governance and management structures to be able to effectively navigate a complex multi-level, multi-state corporation.
  • Solid understanding of law firm practices regarding attorney-client, confidential and privileged information, and the legal requirements for privacy and security of patient information.
  • Self-starting but not afraid to ask questions, or to seek clarification from attorneys.


Qualifications
Education & Experience
  • Four year degree and a paralegal certificate from an ABA approved paralegal program or a Bachelor's degree in Legal Studies or related field.
  • Not less than two (2) years of paralegal (or equivalent) experience in a law firm or corporate law department in business transactions, securities, corporate or regulatory law.