i. open session - call to order and roll call

California State Personnel Board Meeting Summary Open Minutes

June 19, 2014

of 11

I. Open Session - Call to Order and Roll Call

Members Present: Patricia Clarey Kimiko Burton Richard Costigan Lauri Shanahan Maeley Tom

II. Information and Discussion Items

1. Report of the Executive Officer – Suzanne Ambrose - The Policy & Compliance Review Division recently posted a new

Compliance Review Tools and Best Practices page on the website. The new page includes: review materials, forms, common findings, solutions, and tools. In addition, a new searchable database of SPB’s Policy Memos (Pinkies) is now available online. The database will continue to evolve as more pinkies are updated.

- Suzy announced that Nicole Holtzman will be leaving CalHR’s CEA and Board Items unit to go to DGS as a supervisor in Classification & Pay. Nicole was always a pleasure to work with and will be greatly missed.

2. Report of the Chief Counsel – Alvin Gittisriboongul

- Provided a brief update on a recent Los Angeles Superior Court case, Ragar v. State of California, regarding teacher tenure, dismissal action procedures, and layoffs and the implications it may have on the State.

3. New Business

- None 4. Public Comment on Matters Not on the Agenda

- None

III. Hearing

1. State Water Resources Control Board’s CEA Request Attachment 4 Persons Participating: Elizabeth Haven, SWRCB Miren Klein, CDPH ACTION: Approved


June 19, 2014

of 11

IV. Closed Session Attachment 1 V. Reconvene into Open Session – Action Items

1. Approval of the Draft Summary Open Minutes Attachment 2 from the May 22, 2014, Board Meeting

ACTION: Approved

2. Approval of the Draft Closed Minutes from the May 22, 2014, Board Meeting

ACTION: Approved

3. Non-Hearing Agenda Attachment 3 See Attachment 3 for Actions

4. Career Executive Assignments Attachment 4 See Attachment 4 for Actions

5. Submitted Items Attachment 5

See Attachment 5 for Actions 6. Evidentiary Cases and Non-Evidentiary Cases Attachment 6

See Attachment 6 for Actions VI. Adjournment MINUTES CERTIFICATION


June 19, 2014

of 11

Closed Session Attachment 1 Employee Appointments, Disciplinary Matters, and Other Appeals Deliberations to consider matters submitted at prior hearing. [Government Code Sections 11126(c)(3), 18653(3)] Deliberation on Non-Evidentiary Cases and Adverse Actions, Discrimination Complaints and other Proposed Decisions Submitted by Administrative Law Judges Deliberations on proposed, rejected, remanded, and submitted decisions, petitions for rehearing, and other matters related to cases heard by Administrative Law Judges of the SPB or by the Board itself. [Government Code sections 11126(c)(3), 18653] Pending Litigation Conference with legal counsel to confer with and receive advice regarding pending litigation when discussion in open session would be prejudicial. Counsel will submit a list of SPB litigations and writ litigations for the Board to review and confer. [Government Code sections 11126(e), 18653] Recommendations to the Legislature Deliberations on recommendations to the Legislature. [Government Code section 18653] Recommendations to the Governor Deliberations on recommendations to the Governor. [Government Code section 18653]


June 19, 2014

of 11

On June 19, 2014, the Board took the following action on the Non-Hearing Agenda as presented by Suzanne Ambrose, Executive Officer, California State Personnel Board. VOTE: Clarey, Burton, Tom – Aye Non-Hearing Agenda Attachment 3 A. Requests to Establish, Revise or Abolish Classifications, Alternate Range

Criteria, etc. 1. The California Department of Human Resources on behalf of the California

Department of Corrections and Rehabilitation proposes to transfer nine employees from the California City Correctional Center into California State civil service effective July 1, 2014. ACTION: Approved

2. The California Department of Human Resources proposes to revise the minimum qualifications for the Teacher (Emotionally/Learning Handicapped) (Correctional Facility) classification. ACTION: Approved

3. The California Department of Human Resources proposes to revise the minimum qualifications for the Public Utilities Counsel II classification. ACTION: Approved

B. Requests to Abolish Classes that have had No Incumbents for More than Two

Years 1. The California Department of Human Resources proposes to abolish fifty-

three classifications. This action will revise fourteen classification series specifications. ACTION: Approved

CALIFORNIA DEPARTMENT OF HUMAN RESOURCES

1515 S Street, North Building, Suite 400Sacramento, CA 95811

Governor Edmund G. Brown Jr.Secretary, Government Operations Agency Marybel Batjer

Acting Director Richard GillihanActing Chief Deputy Director Pam Manwiller

June 19, 2014

TO:

FROM:

FIVE-MEMBER BOARD

Nicole HOltzman~ff Personnel Program AnalystPersonnel Management Division

SUBJECT: Blanket in employees from the California City Correctional Centerinto California State civil service at the California Department ofCorrections and Rehabilitation

SUMMARY OF ISSUES:The California Department of Human Resources (CaiHR), on behalf of the CaliforniaDepartment of Corrections and Rehabilitation (CDCR) proposes to blanket inemployees from the California City Correctional Center (CAC) into California State civilservice effective July 1, 2014. California Government Code Section 19050.2 (b) definesthe CAC as an agency for the purpose of changing services and transfers ofemployees. CAC has 9 employees to be transferred. CDCR will assume responsibilityfor the operation and maintenance of the CAC on July 1,2014. A contract sets forth theservices to be furnished by the State and administered by CDCR. The authorizedpositions will be within civil service and the salaries, hours, fringe benefits, and workingconditions are established in accordance with the State civil service laws and rules. Toensure continuity of operation and a minimum of disruption to ongoing functions, it isproposed to transfer the CAC employees to equivalent State civil service classifications.Lastly, if an employee becomes injured or ill on the job, on or before the close ofbusiness on June 30, 2014, the employee shall not be transferred to the equivalentState classification until such time the employee is medically released to full duty.

CONSULTED WITH:Jennifer Barretto, Deputy Director (A), Human Resources, CDCRBrigid Hanson, Assistant Secretary, Office of Labor Relations, CDCRJoanne Cordy, Assistant Deputy Director (A), Human Resources, CDCRDanette Baker, Associate Personnel Analyst, Office of Personnel Services, CDCR

The union and the excluded organizations were notified of this proposal.

RECOMMENDATIONSWHEREAS California Code of Regulation Section 275 states, "When it is

necessary for the State of California to assume work previously performed by a county,city, federal department or agency or public district, the board by resolution shall permitthe employees who previously performed the work to qualify in state service in theirpositions upon allocation of their positions to an appropriate class in the stateclassification plan and in accordance with standards and procedures established by theexecutive officer."; and

WHEREAS effective July 1,2014, the California Department of Corrections andRehabilitation will assume the functions of the California City Correctional Center.Therefore be it

RESOLVED, that effective July 1,2014, the civil service employees nowemployed by the California City Correctional Center in the classifications identified inColumn I below be transferred to equivalent State classifications as determined by theCalifornia Department of Corrections and Rehabilitation as shown in Column II belowwithout examination; and be it further

RESOLVED, that all persons holding California City Correctional Center positionsfor one year or more immediately preceding the effective date of such action shallcontinue to hold their positions as permanent civil service employees in the equivalentState classifications; and be it further

RESOLVED, that all persons holding California City Correction Center positionsfor less than one year immediately preceding the effective date of such action shallcontinue to hold their positions subject to the probationary period established for theState classifications to which assigned.

Column ILine SupervisorFood Service Director

Column IICorrectional Supervising Cook (Correctional Facility)Assistant Correctional Food Manager (Department ofCorrections)Office Technician (Typing)Clerk

California City Correctional Center Employees to be Blanketed into CDCR

Employee Name Current CCA Classification "To" Classification

Gary Blackford Line Supervisor Correctional Supervising Cook (Correctional Facility)

Herbert Boehm Line Supervisor Correctional Supervising Cook (Correctional Facility)

Margarita Garcia Line Supervisor Correctional Supervising Cook (Correctional Facility)

Melissa George Line Supervisor Correctional Supervising Cook (Correctional Facility)Sherry King Line Supervisor Correctional Supervising Cook (Correctional Facility)

Andrea Meza Line Supervisor Correctional Supervising Cook (Correctional Facility)

Robert Thompson Line Supervisor Correctional Supervising Cook (Correctional Facility)

Hector Rosero Food Service Director Assistant Correctional Food Manager I (Departmentof Corrections)

Heather Moreno Clerk Office Technician (Typing)---

CALIFORNIA DEPARTMENT OF HUMAN RESOURCESCLASSIFICATION ITEM TRANSMITTAL

ROUTING:Board Meeting Date: Location:06.19.2014 Sacramento ANALYST /

Nicole Holtzman \~Calendar: Hearing items will be

scheduled for30 minutes unlessotherwise specified:

l:8J Non-Hearing y____D Staff MANAGER~D Hearing Jennifer SouthmaydSUBJECT (Specify Classes and Type of Action) ¡SECRETARIATBlanket in employees from the California City Correctional Center (CAC) into California State civil service at theCalifornia Department of Corrections and Rehabilitation

DPA OR DEPT REVIEW1. Certificate of Conformance (Form 137): D Attached l:8J Not Required2. Specifications: D Attached3. Allocation Standards: D Submitted D Spec Only4. Class Data Sheet: ¡g¡ Submitted6. Salary Analysis: D Submitted ¡g¡ Not Required6. Sr;::JryCamp Resolution (Deep Class Only): D Included 0 Not Applicable7. Draft Item Sent to Employee Union(s): Date:

6/2/14

NOTIFY AND SEND COPIES TO:Yvonne Walker, PresidentService Employees International Union1808 14th StreetSacramento, CA 96811

Larry Svetich, Executive DirectorCalifornia Association of Managers and Supervisors1401 21st Street, Suite 320 . .Sacramento, CA 96811

Pat Le Sage, Chief, Operations & Financial OfficerCalifornia Correctional Supervisors Organization, Inc.1481 Ullrey AvenueEscalon, CA 96320

Rocco Paternoster, Executive DirectorAssociation of California State Supervisors1108 O Street, Suite 400Sacramento, CA 96814

SPB REVIEW1. Nontesting Class:2. Entry-Level Class:3. Type of Certification:4. Status/Exam Resolution Approved:6. Prob Periods (other than 6 mas):6. Job Category/Categories:

D Examination Processing Unit NotifiedD Health Questionnaire D Medical ExamD 3 Ranks D 3 NamesD Date D Policy AnalystD Reviewed D Not applicableD Submitted D Reviewed

SECRETARIAT REVIEW

D Before Letters Mailed on __ (Date)D After Letters Mailed on __ (Date)

BARGAINING UNITSEXCLUDED REPRESENTATIVES CONTACT LIST

SEIU UnitsD 1, D 3, fX] 4, D 11, D14l>SJ 15, D 17, D 20, D 21Yvonne Walker, Chief of StaffService Employees International UnionPO Box 160005Sacramento, CA 95814(916) 554-1200; Fax (916) 554-1269(866) 488-7248

D CASE Unit 2Antonette Young, Director of OperationsCalifornia Attorneys, Admin. law Judges &Hearing Officers in State Employment1231 "I" Street, SLiite 300Sacramento, CA 95814(916) 669-4200; FAX (916) 669-4199

D CAHP Unit 5Rick Mattos, PresidentCalifornia Association of Highway Patrolmen2030 "V" StreetSacramento, CA 95818(916) 452-6751; FAX (916) 457-3398

D CCPOA Unit 6Mike Jimenez, PresidentCalifornia Correctional PeaceOfficers Association755 Riverpoint Drive, Suite 200West Sacramento, CA 95605-1634(916) 372-6060; FAX (916) 340-5032

D CSLEA Unit 7Kasey Christopher Clark, GeneralMgr/Chief CounselCalifornia Statewide law EnforcementAssociation2029 "H" StreetSacramento, CA 95814(916) 447-5262; FAX (916) 447-1583

¡jCDF Firefighters Unit 8Bob Wolf, PresidentCDF Firefighters1731 "J" Street, Suite 100Sacramento, CA 95814(916) 609-8700; FAX (916) 609-8711

D PECG Unit 9Bruce Blanning, Executive AssistantProfessional Engineers in CA Government455 Capitol Mall, Suite 501Sacramento, CA 95814(916) 446-0400; FAX (916) 446-0489

D CAPS Unit 10Christopher Voight/Kristen HaynieCalifornia Association of Professional Scientists455 Capitol Mall, Suite 500Sacramento, CA 95814(916) 441-2629; FAX (916) 442-4182

D IUOE Unit 12George Swift, DirectorIUOE Division Central Officelocals 3,12,39, and 501, AFL-CIO1121 "l" Street, Suite 401Sacramento, CA 95814(916) 444-6880; FAX (916) 444-6877Toll-free (800) 989-9109

D IUOE Unit 13Jerry Kalmar, Business ManagerStationary Engineers Divisionlocals 39 and 5011620 North Market Blvd.Sacramento, CA 95834(916) 928-0399; FAX (415) 928-1216

D UAPD Unit 16Gary Robinson, Executive DirectorUnion of American Physicians & Dentists180 Grand Avenue, Suite 1380Oakland, CA 94612 .(510) 839-0193; FAX (510) 763-8756

D CAPT Unit 18Kenneth Murch, ConsultantCalifornia Association of Psychiatric Techs1220 "S" Street, Suite 100Sacramento, CA 95814-7138(916) 329-9140; FAX (916) 329-9145TolI- free (800) 677-2278

D AFSCME Unit 19Pam ManwillerAmerican Federation of State, County andMunicipal Employees555 Capitol Mall, Suite 1225Sacramento, CA 95814(916) 441-0833; FAX (916) 441-0842


1515 SStreet, North BUilding, Suite 400Sacramento, CA 95811



May 2,2014

Larry Svetich, Executive DirectorCalifornia Association of Managers and Supervisors1401 21st Street, Suite 320Sacramento, CA 95811

RE: Blanket employees into California State civil service from the California CityCorrectional Center to the California Department of Corrections and Rehabilitation

Dear Mr. Svetich:

Attached is a copy of a proposal to blanket into California State civil service from theCalifornia City Correctional Center to the California Department of Corrections andRehabilitation, effective July 1, 2014.

If you do not indicate any concerns about this proposal, it will be placed on the StatePersonnel Board's Meeting agenda for adoption based on California Department ofHuman Resources and employee organization's mutual concurrence.

Please address any questions or communications on this proposal to me at916-445-1130, or Nicole Holtzman, Personnel Management Division, at 916-324-4063.

Sincerely,

~ M1t~\(fJvStephen BoothLabor Relations Officer

Attachment





May 2,2014

Rocco Paternoster, Executive DirectorAssociation of California State Supervisors1108 O Street, Suite 400Sacramento, CA 95814


Dear Mr. Paternoster:

Attached is a copy of a proposal to blanket into California State civil service from theCalifornia City Correctional Center to the California Department of Corrections andRehabilitation, effective July 1, 2014.



Stephen Boothlabor Relations Officer

Attachment


1515 SStreet, North Building, Suite 400Sacramento, CA95811



May 2,2014

Pat Le Sage, ChiefCalifornia Correctional Supervisors Organization, Inc.1481 Ullrey AvenueEscalon, CA 95320


Dear Pat Le Sage:

Attached is a copy of a proposal to blanket into California State civil service from theCalifornia City Correctional Center to the California Department of Corrections andRenabilltation, effective July 1, 2014.



Sincerely,

Stephen BoothLabor Relations Officer

Attachment





May 2,2014

Yvonne Walker, PresidentService Employees International Union1808 14th StreetSacramento, CA 95811


Dear Ms. Walker:

Attached is a copy of a proposal to blanket into California State civil service from theCalifornia City Correctional Center to the California Department of Corrections andRehabllitatlon, effective July 1, 2014.



Sincerely,

¿ijaLabor Relations Officer

Attachment


Governor Edmund G, Brown Jr.Secretary, Government Operations Agency Marybel Batjer

" Acting Director Richard GillihanActing Chief Deputy Director Pam Manwiller


June 19,2014

TO:

FROM:

FIVE-MEMBER BOARD

Nicole HOltzman~aff Personnel Program AnalystPersonnel Management Division

SUBJECT: Revision of minimum qualifications for the Teacher (Emotionally/Learning Handicapped) (Correctional Facility) classification

SUMMARY OF ISSUES:

The California Department of Human Resources (CaiHR) proposes to revise the'minimum qualifications for the Teacher (Emotionally/Learning Handicapped)(Correctional Facility) classification. The educational requirements have changed sincethe specification for this classification was last levised in 1993, This proposal is via thedirective from the State Personnel Board's Board Resolution and Order for CaseNumber 13-0749N.

CONSULTED WITH:Michael Meisner, Appeals Division, State Personnel BoardStephen Booth, Labor Relations Officer, CalHR

The Service Employees' International Union was notified of this proposal.

RECOMMENDATIONThat the proposed revised specification for the Teacher (Emotionally/LearningHandicapped) (Correctional Facility) classification as shown in the current calendar beadopted.

SPECIFICATION

SPEC: ACADEMIC TEACHER (VARIOUS SPECIALTIES) (CORRECTIONALFACILITY) SERIESCALIFORNIA STATE PERSONNEL BOARD

ACADEMIC TEACHER(VARIOUS SPECIALTIES)

(CORRECTIONAL FACILITY)Series Specification

(Established June 23, 1975)

SCOPE

This specification describes classes used in correctional facilitiesin the Department of Corrections and Rehabilitation to provideinstruction in academic subjects to persons committed to thisDepartment. Incumbents maintain order and supervise the conduct ofinmates, youthful offenders, residents, or patients and protect andmaintain the safety of persons and property. Specific classes havebeen established for the following specialties:Schem ClassCode CodeEB42 2287

EC32 2288

EB10 3075

EB22 2284

EB33 3074

EB35 3076

EB51 2290

EB62 2291

EB63 2859

EB37 3077

EB82 2294

EB72 2295

EB39 3078

EB41 3079

EB67 2298EB91 2371

ClassTeacher (Elementary-Multiple Subjects)

(Correctional Facility)Teacher (Emotionally/Learning Handicapped)

(Correctional Facility)Teacher (English Language Development)

(Correctional Facility)Teacher (High School-Arts and Crafts)

(Correctional Facility)Teacher (High School-English/Language Arts)

(Correctional Facility)Teacher (High School-Foreign Language)

(Correctional Facility)Teacher (High School-General Education)

(Correctional Facility)Teacher (High School-Home Economics)

(Correctional Facility)Teacher (High School-Industrial Arts)

(Correctional Facility)Teacher (High School-Mathematics) (Correctional

Facility)Teacher (High School-Music) (Correctional

Facility)Teacher (High School-Physical Education)

(Correctional Facility)Teacher (High School-Science) (Correctional

Facility)Teacher (High School-Social Science)

(Correctional Facility)Teacher (Librarian) (Correctional Facility)Teacher (Speech Development and Correction)

(Correctional Facility)

JOB DESCRIPTION

Incumbents in these specialty classes help persons committed toState correctional facilities in the Department of Corrections andRehabilitation prepare to become productive and contributing membersof society by training them in academic subjects and by helping themto develop socially acceptable attitudes and interests. Theteachers give both individual and group instruction, conductassessment and testing, and in many instances, participate asmembers of an interdisciplinary treatment team. The teachers haveresponsibility for supervising the conduct of the students while inthe classroom and may be called upon to assume general custodyresponsibilities in time of emergency.

The using Department has differing programs and, therefore, placeemphasis on differing duties but, in general, they stipulate thatthe teacher play an important role in the total education, treatmentand training process, as well as in teaching the skills which willenable the individual to seek occupational opportunities. Theteachers' tasks include: planning, assigning, and supervising work;maintaining control and discipline in the classroom; controlling allmaterials and equipment which may be used as potential weapons;preparing courses of study and daily lesson plans; counselingstudents as to progress in the instructional program; working withstudents and helping them set and meet educational needs and goals;participating in program evaluation; participating inextracurricular programs; preventing escapes and injury by studentsto themselves or others or to property; inspecting premises andsearching for contraband, weapons or illegal drugs; and performingother related duties. They may be assigned to work as reliefteachers, on a full-time basis, in specialties other than those forwhich they were hired. In addition, they may work with treatmentteams which combine the services of personnel in the custody,academic, vocational, psychiatric, and casework areas. The teacherhas an important role of providing information of an educationalnature which can help other members of the team to better determineeach student's treatment needs. In new and developing programs,teachers will participate in the development and continuing revisionof curriculum.

MINIMUM QUALIFICATIONS

TEACHER

All applicants must possess a valid California Teaching Credentialissued by the Commission on Teacher Credentialing. Applicants whodo not possess the required credential or one of equivalentauthorization may take the examinations but must have on file withthe Commission on Teacher Credentialing an application for anappropriate credential. At the time of application for theexamination, applicants must present written verification that theappropriate listed credential or its equivalent is being processedor will be authorized.

No appointments will be made to permanent positions with an

1. A Multiple Subject Credential.or

2. A Standard Elementary Credential.or

3. A General Elementary or General Secondary Credential.

Emergency Credential. After issuance, the credential is theresponsibility of the holder and must be maintained by completion ofany Commission on Teacher Credentialing requirements.

ELEMENTARY-MULTIPLE SUBJECTS

Possession of:

Possession of a basic teaching credential;attà

Possession of one of the following credentials:

1. Specialist Instruction Credential in Special Education Hith anauthorization in Learning or Severely Handicapped.

er2. Restricted Credential in Educable Hentally Retarded or Trainable

Hentally Retarded.er

3. Standard Elementary or Secondary Credential Hith a minor inHentally Retarded.

er.A. A limited Specialized Preparation Credential for !j?·(;aching

Hentally Retarded.er

5. EJweptional Children Credential for Teaching Hentally Retarded.er

6. A Special Secondary Credentialfor the Hentally Retarded.

EMOTIONALLY/LEARNING HANDICAPPED

1. Education Specialist Instruction Credential: Mild/ModerateDisabilities2. Special Education Specialist Instruction Credential for theLearning Handicapped3. Standard Teaching Credential with the Minor - Mentally Retarded4. Restricted Special Education Credential - Educable MentallyRetarded5. Limited Specialized Preparation Credential - Mentally Retarded6. Special Secondary Credential - Mentally Retarded7. Exceptional Children Credential - Mentally Retarded

ENGLISH LANGUAGE DEVELOPMENT

Possession of:A basic teaching credential.

andPossession of one of the following credentials or certificates:

1. A Multiple or Single Subject Credential-Bilingual Crosscultural

Emphasis.or

2. Bilingual Crossculturai Specialist.or

3. Bilingual Certificate of Competence.or

4. Language Development Specialist Certificate.or

5. Bilingual Certificate of Assessment Competence.(Spanish/English) .

HIGH SCHOOL-GENERAL EDUCATIONPossession of:1. A Single Subject Credential or a Multiple Subject Credential.

or2. A Standard Secondary Credential with a major or minor in an

academic subject area.or

3. A General Secondary Credentia~

HIGH SCHOOL-ARTS AND CRAFTSHIGH SCHOOL-ENGLISH/LANGUAGE ARTSHIGH SCHOOL-FOREIGN LANGUAGEHIGH SCHOOL-HOME ECONOMICSHIGH SCHOOL-INDUSTRIAL ARTSHIGH SCHOOL-MATHEMATICSHIGH SCHOOL-MUSICHIGH SCHOOL-PHYSICAL EDUCATIONHIGH SCHOOL-SCIENCEHIGH SCHOOL-SOCIAL SCIENCEPossession of:1. A Single Subject Credential in the appropriate subject area.

or2. A Standard Secondary Credential with a major or minor in the

appropriate subject area.or

3. A General Secondary Credential; with a major/minor in theappropriate subject area.

LIBRARIANPossession of:1. A Library Services Credential.

or2. A Standard Teaching Credentiar-restricted to service as a

Librarian and a Teacher of Librarianship.or

3. A Librarianship Credential.

SPEECH DEVELOPMENT AND CORRECTION

KNOWLEDGE AND ABILITIES

Possession of a basic teaching credential;and

Possession of one of the following credentials:

1. Specialist Instruction Credential in Special Education with anauthorization in Communication Handicapped.

or2. Clinical Rehabilitation Services Credential in Language, Speech

and Hearing or with a special class authorization of Aphasic.or

3. Standard Restricted Credentiar-in Speech and Hearing Therapy.or

4. Standard Elementary or Secondary Credential with a minor inSpeech and Hearing Handicapped.

or5. Exceptional Children in Speec~Correction and Lip Reading.

ALL TEACHERS

Knowledge of: (With particular reference to their specialty)Principles and methods of teaching; principles of educationalpsychology as applied to their teaching; current trends ineducational methods; remedial teaching techniques and adaptinginstruction to student deficiencies; and emotional problems ofstudents at State correctional facilities.

Ability to: Provide leadership and motivation to inmates, youthfuloffenders, residents, and patients; teach and silpervise theseindividuals; work effectively with other disciplines; gain theinterest, respect, and cooperation of students; develop sociallyacceptable attitudes in students; communicate effectively; analyzesituations accurately and take effective action; and in somepositions speak fluently one or more variations of a specifiedsecond language in addition to English.

SPECIAL REQUIREMENTS

ALL TEACHERS

Must be willing to continue their educational development; work in aState correctional facility; participate in group-oriented treatmentprograms; maintain an empathetic and objective understanding ofinmates, youthful offenders, residents, and patients; demonstrateteaching ability or potential for teaching; emotional stability;tact; patience; open-mindedness; and high moral standards.

SPECIAL PHYSICAL CHARACTERISTICS

ALL TEACHERS

Persons appointed to positions in this class must be reasonablyexpected to have and maintain sufficient strength, agility, andendurance to perform during stressful (physical, mental, and

emotional) situations encountered on the job without compromlslngtheir health and well being or that of their fellow employees orthat of inmates.

Assignments during tour of duty may include sole responsibility forthe supervision of inmates and/or, the protection of personal andreal property.

CLASS HISTORY

ClassDate

Established

Teacher (Elementary-Multiple 7/23/75Subj ects) (CorrectionalFacility)

Teacher (Emotionally/Learning 7/23/75Handicapped) (CorrectionalFacility)

Teacher (English Language 7/13/92Development) (CorrectionalFacility)

Teacher (High School-Arts and 7/23/75Crafts) (Correctional Facility)

Teacher (High School-English/ 7/13/92Language Arts) (CorrectionalFacility)

Teacher (High School-Foreign 7/13/92Language) (CorrectionalFacility)

Teacher (High Scrool-General 7/23/75Education) (CorrectionalFacility)

Teacher (High School-Home 7/23/75Economics) (Correcti'onalFacility)

Teacher (High School-Industrial 5/20/86Arts) (CorrectionalFacility)

Teacher (High School-Mathematics) 7/13/92(Correctional Facility)

Teacher (High School-Music) 7/23/75(Correctional Facility)

Teacher (High School-Physical 7/23/75Education) (CorrectionalFacility)

Teacher (High School-Science) 7/13/92(Correctional Facility)

Teacher (High School-Social 7/13/92Science) (CorrectionalFacility)

Teacher (Librarian) (Correctional 7/23/75Facility)

Teacher (Speech Development and 2/3/82Correction) (CorrectionalFacility)

DateRevised

1/12/93

1/12/93

1/12/93

1/12/93

1/12/93

1/12/93

1/12/93

1/12/93

1/12/93

1/12/93

1/12/93

1/12/93

1/12/93

1/12/93

1/12/93

1/12/93

TitleChanged

7/13/92

7/13/92

7/13/92

7/13/92

7/13/92

7/13/92

7/13/92

- , _. - -ROUTING:

Board Meeting Date: Location:

06,19.14 Sacramento ANALYST /'Nicole Holtzman ~

Calendar: Hearing items will bescheduled for30 minutes unlessotherwise specified:

~ Non-Hearing -- /1D Staff MANAGER ~ __~ ÆD Hearing Jennifer Southmayd .d-"'"'\~

SUBJECT ISECRETARIAT

Revise the minimum qualifications for the Teacher (Emotionally/Learning Handicapped) (Correctional Facility)classification via the directive from SPB's Board Resolution and Order Case Number 13-0749N.

DPA OR DEPT REVIEW

1. Certificate of Conformance (Form 137): D Attaèhed ~ Not Required2, Specifications: ~ Attached3. Allocation Standards: D Submitted ~ Spec Only4, Class Data Sheet: ~ Submitted5, Salary Analysis: D Submitted ~ Not Required6. Salary Comp Resolution (Deep Class Only): D Included ~ Not Applicable7. Draft Item Sent to Employee Union: Date:

5.27.14

NOTIFY AND SEND COPIES TO: (Specify Names, Titles, and Addresses)SEIUYvonne Walker, President1808 14th StreetSacramento, CA 95811SPB REVIEW1, Nontesting Class:2. Entry-Level Class:3. Type of Certification:4. Status/Exam Resolution Approved:5. Prob Periods (other than 6 mos):6, Job Category/Categories:


SECRETARIAT REVIEW



SEIU UnitsD 1, [Xl 3,D 4,O 11, 014 D 15, D 17, O 20, D 21Yvonne Walker, Chief of StaffService Employees International UnionPO Box 160005Sacramento, CA 95814(916) 554-1200; Fax (916) 554-1269(866) 488-7248

nCASE Unit 2Antonette Young, Director of OperationsCalifornia Attorneys, Admin. Law Judges &Hearing Officers in State Employment1231 "I" Street, Suite 300Sacramento, CA 95814(916) 669-4200; FAX (916) 669-4199

O CAHP Unit 5Rick Mattos, PresidentCalifornia Association of Highway Patrolmen2030 "V" StreetSacramento, CA 95818(916) 452-6751; FAX (916) 457-3398


D CSLEA Unit 7Kasey Christopher Clark, GeneralMgr/Chief CounselCalifornia Statewide Law EnforcementAssociation2029 "H" StreetSacramento, CA 95814(916) 447-5262; FAX (916) 447-1583


D IUOE Unit 12George Swift, DirectorIUOE Division Central OfficeLocals 3, 12,39, and 501, AFL-CIO1121 "L" Street, Suite 401Sacramento, CA 95814(916) 444-6880; FAX (916) 444-6877Toll-free (800) 989-9109

D IUOE Unit 13Jerry Kalmar, Business ManagerStationary Engineers DivisionLocals 39 and 5011620 North Market Blvd.Sacramento, CA 95834(916) 928-0399; FAX (415) 928-1216

D UAPD Unit 16Gary Robinson, Executive DirectorUnion of American Physicians & Dentists180 Grand Avenue, Suite 1380Oakland, CA 94612(510) 839-0193; FAX (510) 763-8756



D CDF Firefighters Unit 8Bob Wolf, PresidentCDF Firefighters1731 "J" Street, Suite 100Sacramento, CA 95814(916) 609-8700; FAX (916) 609-8711

D PECO Unit 9Bruce Blanning, Executive AssistantProfessional Engineers in CA Government455 Capitol Mall, Suite 501Sacramento, CA 95814(916) 446-0400; FAX (916) 446-0489

I'.

1515 S Street, North Building, Suite 400Sacramento, CA 95811(916) 324-9381 Fax (916) 327-1886

Governor Edmund G, Brown Jr,Secretary, Government Operations Agency Marybel Batjer



June 19, 2014

TO:

FROM:

Five-Member Board

Nic~oltzman, Staff Personnel Program AnalystPersonnel Management Division

SUBJECT: Proposed revision of the Public Utilities Counsel II, Public UtilitiesCommission classification

SUMMARY:The California Department of Human Resources (CaiHR) proposes revisions to theclassification of Public Utilities Counsel II, Public Utilities Commission within the PublicUtilities Counsel Series specification, The proposal is to align the minimumqualifications with the classifications of Attorney, Deputy Attorney General, AssistantGeneral Counsel II, Agricultural Labor Relations Board, Industrial Relations Counsel II,Deputy Attorney General, CALTRANS, Deputy State Public Defender, Fair Employmentand Housing Counsel, Fair Political Practices Commission Counsel, Fair PoliticalPractices Commission Counsel-Enforcement, Real Estate Counsel II, and Tax Counselwhich are comparable classifications to the Public Utilities Counsel II, Public UtilitiesCommission classification.

The California Attorneys, Administrative Law Judges and Hearing Officers in StateEmployment were notified of this proposal.

RECOMMENDATIONThat the proposed revised specification for the classification of Public Utilities CounselII, Public Utilities Commission appearing in the Public Utilities Counsel Seriesspecification shown in the current calendar be adopted,

CALIFORNIA STATE PERSONNEL BOARDSPECIFICATION

PUBLIC UTILITIES COUNSELSeries Specification

(Established October 3, 1984)

SCOPE

The classes in this series are used in the Public Utilities Commission toperform a wide variety of legal work concerned with the preparation of rate,service, complaint, enforcement, investigatory, and other proceedings beforethe Commission; filing and prosecuting court actions for recovery ofpenalties in connection with the enforcement of regulatory statutesadministered by the Commission; conducting litigation and appearing beforeState and Federal trial courts and Federal regulatory agencies as theattorney for the people of the State of California; preparing drafts of legalopinions and orders for Commission consideration; conferring and advisingcarriers, utilities, the public, and members of the Commission's staff onlegal problems; drafting Federal and State legislation; drafting Commissionregulations; analyzing records in connection with petitions forre-hearings and making recommendations concerning such petitions; preparingbriefs and making argume~ts before Federal and State appellate courts;answering inquiries concerning regulatory statutes and Commission rules,regulations, and orders; appearing before Federal and State legislativecommittees; negotiating settlements of Federal and State matters; andpreparing correspondence and reports.This series ïs available for use only within the California Public UtilitiesCommission.

Schem ClassCode Code

OJ40 5816

OJ30 5813

OJ20 5812

OJ50 5699

Class

Public Utilities Counsel I, Public utilitiesCommission

Public Utilities Counsel II, Public UtilitiesCommission

Public Utilities Counsel III, Public UtilitiesCommission

Public Utilities Counsel IV, Public UtilitiesCommission

DEFINITION OF LEVELS

ENTRY LEVE¿,Entry into this class series would typically be made by State employees fromthe class of Legal Counsel which requires membership in the State Bar ofCalifornia. The class of Graduate Legal Assistant, which requireseligibility to take the California State Bar examination, is also used torecruit those interested in pursuing legal careers in the Public UtilitiesCommission.

~LL LEVELS:All levels in this series generally perform similar duties. Differencesbetween classes are essentially differences in the level of service andexpertise incumbents can be expected to provide and in the difficulty ofassignments they receive.

PUBLIC UTILITIES COUNSEL I, PUBLIC UTILITIES COMMISSION

Incumbents in this class are experienced attorneys capable of performingdifficult legal work with increased independence and responsibility. Theyare given increasingly complex assignments. A Public Utilities Counsel I isassigned a variety of legal work including preparation and presentation oflitigation before courts and public utility regulatory agencies in mattersinvolving the Public Utilities Commission; assists in the preparation ofdrafts of legal opinions and orders for Commission members and staff of theCommission on legal problems in connection with regulatory statutes andorders, rules, and regulations of the Commission; studies, interprets, andapplies statutes, Commission rules and orders, court decisions, and otherlegal authorities in the preparation of cases, opinions, and briefs; doeslegal research; prepares legal documents, memoranda, digests, and summaries;serves as staff counsel on Commission hearings; and represents the Commissionand the State before Federal and State courts and administrative agencies.

PUBLIC UTILITIES COUNSEL II, PUBLIC UTILITIES COMMISSION

Incumbents in this classification are experienced attorneys who havedemonstrated their ability to benefit from increased independence of actionand who have demonstrated their capacity to perform difficult legal work.They are assigned the more complex and sensitive legal work of the PublicUtilities Commission including: acting as staff counsel in the major andmore important rate, service, complaint, enforcement, investigatory, andother proceedings before the Commission; directing the preparation of thecase to be presented on behalf of the Commission's staff, and serving ascounsel for the staff presenting the staff showing at public hearings in suchproceedings; filing and prosecuting court actions for recovery of penaltiesin connections with the enforcement of regulatory statutes administered bythe Commission; independently conducting or directing the conduct oflitigation and appearing before the State and Federal courts and Federalregulatory agencies; and answering inquiries concerning regulatory statutesand Commission rules, regulations, and orders.

PUBLIC UTILITIES COUNSEL III, PUBLIC UTILITIES COMMISSION

Incumbents in this class are well-experienced attorneys who have developedthe expertise necessary to capably perform the most complex and sensitivelegal wor]~ of the Public Utilities Commission on an independent basis. APublic Utilities Counsel III independently conducts appellate courtproceedings and litigation before the Commission and Federal regulatoryagencies which involve a high degree of importance or complexity; conductsjust compensation proceedings before the Commission; reviews and preparesdigests of measures and amendments introduced in or adopted by thelegislature relating to utility regulation; appears for the Commission at

PUBLIC UTILITIES COUNSEL IV, PUBLIC UTILITIES COMMISSION

legislative committee hearings; prepares and recommends Commission orders;advises Commissioners and staff members on application of regulatory statutesto Commission powers, duties, and procedures; assists in the training ofpersonnel; and may act as lead-person in coordinating the work of otherattorneys.

Incumbents in this class are the most experienced attorneys who are expertsin a broad or specialized area of law and have demonstrated their ability toindependently perform assignments consisting of the most complex andsensitive legal work of the Public Utilities Commission. A Public UtilitiesCounsel IV may assign, direct, and coordinate the work of a group ofattorneys working in a specialized area to ensure that consistency ismaintained throughout the process from staff testimony to briefs, to decisionmaking, to defending decisions on appeal, and to translating such Commissiondecisions into legislative policy where appropriate. Persons in this classalso independently conduct appellate court proceedings and litigations beforethe Commission and Federal regulatory agencies which involve the highestdegree of importance and complexity. They may be required to coordinate agroup position on behalf of California State and local agencies andCalifornia utilities in Federal courts, Federal agencies, and Federallegislative committees.


All candidates must have active membership in the California State Bar.

PUBLIC UTILITIES COUNSEL I, PUBLIC UTILITIES COMMISSION

Two years of experience in the practice of law*, which shall have includedexperience in the preparation or presentation of public utility or otherregulatory matters before regulatory agencies or the courts or practicebefore California or United States trial or appellate courts. (Applicantswho have completed eighteen months of the required experience will be·admitted to the examination, but must complete two years of such experiencebefore they will be eligible for appointment.)

PUBLIC UTILITIES COUNSEL II, PUBLIC UTILITIES COMMISSION

¥±ve Four years of experience in the practice of law*, at least two years ofwhich shall have been either:

1. In the field of public utility regulation; or

2. In the preparation and presentation of public utility proceedingsbefore public utility regulatory agencies or the courts.

(Applicants who have completed ~ three years and six months of therequired experience will be admitted to the examination, but must complete~ four years of such experience before they will be eligible forappointment.)

PUBLIC UTILITIES COUNSEL III, PUBLIC UTILITIES COMMISSION


Six years of broad and extensive experience in the practice law*, at leastthree years of which shall have been either:

2. In the preparation and presentation of public utility proceedingsbefore public utility regulatory agencies or the courts.

(Applicants who have completed five years and six months of the requiredexperience will be admitted to the examination, but must complete six yearsof such experience before they will be eligible for appointment.)

PUBLIC UTILITIES COUNSEL IV, PUBLIC UTILITIES COMMISSION

Ten years of experience in the practice of law* at least four years of whichshall have been either:


2. In the preparation and presentation of public utility proceedings beforepublic utility regulatory agencies or the courts.

(Applicants who have completed nine years and six months of the requiredexperience will be admitted to the examination, but must complete ten yearsof such nxperience before they will be eligible for appointment.)


ALL LEVELS:Knowledge of: Law governing and administered by the Public UtilitiesCommission and judicial interpretation of such law; rules and regulations ofthe Public Utilities Commission; conduct of proceedings and rules of evidenceand procedure in State and Federal courts, and before public utilityregulatory bodies¡ legal principles; purposes, organization, and operation ofthe Public Utilities Commission; administration law applicable to the PublicUtilities Commission; basic principles of organization, structure, andfinancing of public utilities; and principles of personnel management andsupervision.

Skill in: Assembling and directing the assembling of facts and law forpresentation before courts and regulatory agencies, and in the conduct ofsuch proceedings.

Ability to: Analyze legal problems and apply legal principles and precedentsto particular sets of facts¡ make accurate summaries of evidence and prepareappropriate findings, opinions, and orders; perform legal research¡ presentstatements of fact, law, and argument clearly and logically in written andoral form¡ draft rules, regulations, and legislative measures; direct thework of others; and analyze situations accurately and adopt an effectivecourse of action.

CLASS HISTORY

Date Date TitleClass Established Revised Changed

Public Utilities Counsel I, Public 1/17/47 2/7/13 5/23/58Utilities Commission

Public Utilities Counsel II, Public 1/17/47 2/7/13 5/23/58Utilities Commission

Public Utilities Counsel III, Public 5/23/58 2/7/13Utilities Commission

Public Utilities Counsel IV, Public 10/3/84 2/7/13Utilities Commission

*Experience in the "practice of law" or "performing legal duties" is definedas: (1) only that legal experience acquired after admission to any StateBar, or (2) experience as a judicial clerk for a federal court, California'sstate courts, or any other state's courts, to constitute experience in thepractice of law. For an individual's judicial clerkship to qualify asexperience in the "practice of law" or "performing legal duties", theexperience must have been gained after receipt of a Juris Doctor orequivalent degree.


Personnel Management Division1515 SStreet, North Building, Suite 400Sacramento, CA95811(916) 324-9381 Fax(916) 327-1886



May 1, 2014

Antonette Young, Director of OperationsCalifornia Attorneys, Administrative Law Judges and Hearing Officers in State Employment1231 I Street, Suite 300Sacramento, CA 95814

Dear Ms. Young:

Re: Proposed Revision to Minimum Qualifications for the Public Utilities Counsel II,Public Utilities Commission

Attached is a copy of a proposed classification item to revise the Public UtilitiesCounsel II, Public Utilities Commission minimum qualifications.

If you do not indicate any concerns about this proposal, it will be placed on the State PersonnelBoard's Meeting Agenda for adoption based on mutual concurrence.

Please address any questions or communications on this proposal to me at 916-324-0431 orNicole Holtzman, Personnel Management Division, at 916-324-4063, 1515 S Street, NorthBuilding, Suite 400, Sacramento, CA 95811.

Sincerely,

Attachments


ROUTING:Board Meeting Date: Location:

June 19, 2014 Sacramento ANALYST

Nicole Holtzman ~

Calendar: Hearing items will bescheduled for30 minutes unlessotherwise specified:

~ Non-Hearing

D Staff MANAGER

D Hearing Jennifer Southmayd

SUBJECT lSECRETARIATRevise the Public Utilities Counsel II, Public Utilities Commission specification

DPA OR DEPT REVIEW

1. Certificate of Conformance (Form 137): D Attached ~ Not Required2. Specifications: ~ Attached3. Allocation Standards: D Submitted ~ Spec Only4. Class Data Sheet: ~ Submitted5. Salary Analysis: D Submitted ~ Not Required6. Salary Comp Resolution (Deep Class Only): D Included ~ Not Applicable7. Draft Item Sent to Employee Union: SEIU, ACSS, CAMS Date: May1,2014

NOTIFY AND SEND COPIES TO:Antonette YoungCalifornia Attorneys, Administrative Law Judges and Hearing Officers in State Employment1231 I Street, Suite 300Sacramento, CA 95814

SPB REVIEW1. Nontesting Class:2. Entry-Level Class:3. Type of Certification:4. Status/Exam Resolution Approved:5. Prob Periods (other than 6 mos):6. Job Category/Categories:

D Examination Processing Unit NotifiedD Health Questionnaire D Medical ExamD 3 Ranks D 3 NamesD Date D Policy AnalystD Reviewed D Not applicableO Submitted O Reviewed

SECRETARIAT REVIEW



SEIU UnitsD 1, O 3, D 4, n 11, 014 O 15, O 17, O 20, n 21Yvonne Walker, Chief of StaffService Employees International Union1808 14th StreetSacramento, CA 95811(916) 554-1200; Fax (916) 554-1269(866) 488-7248

[8l CASE Unit 2Antonette Young, Director of OperationsCalifornia Attorneys, Admin. Law Judges &Hearing Officers in State Employment1231 "I" Street, Suite 300Sacramento, CA 95814(916) 669-4200; FAX (916) 669-4199

O CAHP Unit 5Rick Mattos, PresidentCalifornia Association of Highway Patrolmen2030 "V" StreetSacramento, CA 95818(916) 452-6751; FAX (916) 457-3398

O CCPOA Unit 6Mike Jimenez, PresidentCalifornia Correctional PeaceOfficers Association755 Riverpoint Drive, Suite 200West Sacramento, CA 95605-1634(916) 372-6060; FAX (916) 340-5032

[XJ CSLEA Unit 7Kasey Christopher Clark, GeneralMgr/Chief CounselCalifornia Statewide Law EnforcementAssociation2029 "H" StreetSacramento, CA 95814(916) 447-5262; FAX (916) 447-1583

D CDF Firefighters Unit 8Bob Wolf, PresidentCDF Firefighters1731 "J" Street, Suite 100Sacramento, CA 95814(916) 609-8700; FAX (916) 609-8711O PECG Unit 9Bruce Blanning, Executive AssistantProfessional Engineers in CA Government455 Capitol Mall, Suite 501Sacramento, CA 95814(916) 446-0400; FAX (916) 446-0489


O IUOE Unit 12George Swift, DirectorIUOE Division Central OfficeLocals 3, 12, 39, and 501, AFL-CIO1121 "L" Street, Suite 401Sacramento, CA 95814(916) 444-6880; FAX (916) 444-6877Toll-free (800) 989-9109

O IUOE Unit 13Jerry Kalmar, Business ManagerStationary Engineers DivisionLocals 39 and 5011620 North Market Blvd.Sacramento, CA 95834(916) 928-0399; FAX (415) 928-1216



O AFSCME Unit 19Pam ManwillerAmerican Federation of State, County andMunicipal Employees555 Capitol Mall, Suite 1225Sacramento, CA 95814(916) 441-0833; FAX (916) 441-0842

State of CaliforniaCalifornia Department of Human Resources (CaiHR)

CLASS DATA SHEETCALHR-778 (REV 4/2014)

SECTION I PAY LETTER nSECTION II PAY LETTER ~

ROUTE TO:Section I Pay Letter - Personnel Services Branch nSection II Pay Letter - Personnel Management Division 0Board Calendar Date:~ DIp,It:¡ .\t.tEffective Date:

CALHR CLASS DATA SHEET

scH:Eivt' êLASS~eÔ~Ê;,{~ê.b6Ê:i~.OJ30 5813 Public Utilities Counsel II, Public Utilities

Commission._ ••• ;, ro .- ••••• :,,-_, _" .. .-,_-. . ," -~

SCHEM. . CLASS".C.ÖPE~.~.¢ÖÖE: ., F'RESENT

-, - '.~.. _.- "'-_- .:;>~,FOOT~·< ::. . . ,;, -: SISA' .•..•NÔ"fES ' .. G' MeR';'" csio"-

CTION: .....FULL CLASS TITLE ...•.~ÁLARY:"

CHECK AND ATTACH SUBSTANTIATION:I D HIRING ABOVE MINIMUM(HAM)

II D ALTERNATE RANGE CRITERIA(ARC)

il D PAY DIFFERENTIALS

FINANCIAL INFORMATION:Projected cost: n/aHow Is the cost funded?

STATUS RESOLUTION FOR MOVEMENT:Does the above action require a status resolution for movement of Incumbents? D Yes; ~ NoIf Yes, complete Documentation/Sala Movement Instructions Form.

PAY LETTER STATEMENT OR INSTRUCTIONS FOR PAY LETTER COORDINATOR:Revise the Public Utilities Counsel II, Public Utilities Commission classification specification.

§ign~fÛrØS.'>.' .r-:' .'AJ1ålyst~· .:'IthDåtes

Labö(Relåtlóns : ..Executlvëo- -o' .~-' :"_""" "'le" .~.

CAL~)HRCALIFORNIA DEPARTMENT OF HUMAN RESOURCES

1515SStreet, North Building, Suite 400Sacramento, CA95811(916) 324-9381 Fax (916) 327-1886



:.:...

TO: E- ~BOARD

June 19, 2014

FROM: mie Inderbitzen, Staff Personnel Program AnalystPersonnel Management Division

REVIEWED BY0~bie Baldwin,PersonnelProgramManagerCß:1P~¡sonnel Management Division

SUBJECT: Abolishment of Vacant Civil Service Classes

SUMMARY OF ISSUES:

In the interest of maintaining the state's overall classification plan, the CaliforniaDepartment of Human Resources proposes to abolish the following vacantclassh.catlons, These classifications have been vacant for at least twenty-four monthsand their future use is not anticipated.

Several of the classifications to be abolished are part of a series. The proposedrevisions to those class specifications have been included in the board item.

CONSULTED WITH:

Joanne Cordy, California Department of Corrections and RehabilitationVeronica Rodriguez, California Energy CommissionGina Linson, California Highway PatrolJennifer Donoho, California Student Aid CommissionGay Faivre, Department Food & AgriculturePaul Ogden, Franchise Tax BroadGerard Anderson, State Controller OfficeLiza Dougherty, California Public Utilities CommissionKristine Rodrigues, California Department of Forestry and Fire ProtectionKim Reed, Department of Alcoholic Beverage ControlCarolyn Foote, California Department of InsuranceKathy Darling, California Department of State HospitalsJeffrey Sears, California Department of Consumer AffairsGay Faivre, California Department of Food and Agriculture

", KC Staley, California Office of Statewide Health Planning and Development

Holly Ramsey, California Employment Development DepartmentSuzanne Larson, California Department of Social ServicesLynne Cervinka, California Department of Pesticide RegulationColleen McCarthy, California Department of Developmental ServicesSandy Cornwell, California Department of Public HealthLisa Lassetter, California Department of Health Care ServicesAnn Dickey, California Conservation CorpsKaren J. Andris-Garcia, California Military DepartmentJaclyn Padilla, California Prison Industry AuthorityRocco Paternoster, Association of California State SupervisorsLarry Svetich, California Association of Managers and SupervisorsYvonne Walker, Service Employees International UnionKasey Clark, California Statewide Law Enforcement AssociationAntonette Young, California Attorneys, Admin. Law Judges & Hearing Officers in State EmploymentTim Neep, International Union of Operating EngineersBruce Blanning, Professional Engineers in California Government

SPB MemorandumJune 19,2014Page 2

All applicable unions have been notified and have no objections to the proposal:

Service Employees International Union (SElU)Professional Engineers in California Government (PECG)California Attorneys, Admin. Law Judges & Hearing Officers in State Employment(CASE)California Statewide Law Enforcement Association (CSLEA)International Union of Operating Engineers (IUOE)

The Association of California State Supervisors and the California Association ofManagers and Supervisors were also notified of this proposal and no objections wereraised.

RECOMMENDATIONS:

That effective June 19, 2014, the below civil service classifications listed in this calendarbe abolished; and

Classification Title CBID ClassificationCode

CLERK, CALIFORNIA CONSERVATION CORPS R04 1125SCOPIST, PUC R04 1192FINANCIAL AID ANALYST R01 1963ASSOCIATE FINANCIAL AID ANALYST R01 1964FINANCIAL AID MANAGER I S01 1965FINANCIAL AID MANAGER II S01 1966

SPB MemorandumJune 19,2014Page 3


AUDIO-VISUAL SPECIALIST (CF) R01 2861AUDIO-VISUAL ASSISTANT (CF) R01 2860ASSOCIATE lAND SURVEYOR R09 3015ASSISTANT lAND SURVEYOR R09 3047NOSOLOGIST TRAINEE R04 3230NOSOLOGIST R04 3231NOSOLOGIST SUPERVISOR S04 3232ASSISTANT CHIEF, DIVISION OF TAX ADMINISTRATION, SCO M01 4008STATE FINANCIAL EXAMINER III R01 4133GOVERNMENTAL AUDITOR III R01 4144GOVERNMENTAL AUDITOR II R01 4146INVESTIGATIVE AUDITOR ABC R01 4286REINSURANCE SPECIALIST R01 4416OCCUPATIONAL TECHNICIAN (GENERAL) R01 5111EQUAL EMPLOYMENT OPPORTUNITY ANALYST R01 5147HOSPITAL COORDINATOR OF FORENSIC SERVICES R01 5202ACTUARY R01 5409

¡--

STATISTICAL METHODS ANALYST II R01 5555ASSOCIATE ARTS ADMINISTRATOR, DEPT OF CORRECTIONS R01 5657CHIEF, MARKETING BRANCH, PRISON INDUSTRIES M01 7142MATERIALS MANAGER, PRISON INDUSTRIES S01 7161DAIRY lABORATORY TECHNOLOGIST R11 7874EXAMINER IN ElECTROlOGY R07 8819FIRE SERVICE TRAINING SPECIALIST R07 9087EXPORT SPECIALIST R01 9566ASSOCIATE EXPORT SPECIALIST R01 9567CHIEF, COMMUNICATIONS, SCO M01 9861AGRICULTURAL MARKETING TECHNICIAN R11 0656MEDICAL STENOGRAPHER R04 1179TEACHER-HIGH SCHOOL EDUCATION R03 2312TEACHER-SPEECH DEVELOPMENT AND CORRECTION R03 2318TEACHER-EMOTIONAllY HANDICAPPED R03 2335HEALTH PLANNING MANAGER II S01 4662ASSOCIATE HEALTH PANNING ANALYST R01 4663TELECOMMUNICATIONS SYSTEMS MANAGER II M01 5173(MANAGERIAL)RESEARCH PROGRAM SPECIALIST I (MENTAL HEALTH) R01 5619SENIOR DEVELOPMENT SPECIALIST, CA TRADE & COMMERCE S01 6277

SPB MemorandumJune 19, 2014Page4


SENIOR TOURISM SPECIALIST Sai 6278EDUCATION AND OUTREACH SUPERVISOR Sai 7372VOCATIONAL INSTRUCTOR (BARBERSHOP PRACTICES) R03 7583VOCATIONAL INSTRUCTOR (BUILDING MAINTENANCE) R03 7584VOCATIONAL INSTRUCTOR (JANITORIAL SERVICE) R03 7589SUPERVISING COMPLIANCE REPRESENTATIVE, FTB Sai 8621EMPLOYMENT DEVELOPMENT SPECIALIST III Rai 9215DISABILITY INSURANCE SPECIALIST III Rai 9228AIR QUALITY REPRESENTATIVE II, DCA R11 9358SUPERVISING PESTICIDE USE SPECIALIST Sai 0473

That effective June 19, 2014, the revised classification series specifications as shown inthis calendar be adopted.

Classification Specification TitleSENIOR MEDICAL STENOGRAPHERACADEMIC TEACHERHEALTH PLANNINGTELECOMMUNICATIONS SYSTEMS ANALYSTRESEARCH PROGRAM SPECIALIST (MENTAL HEALTH) IIDEVELOPMENT SPECIALIST, CA TRADE & COMMERCETOURISM SPECIALISTEDUCATION AND OUTREACH SPECIALISTVOCATIONAL INSTRUCTORCOMPLIANCE REPRESENTATIVE, FTBEMPLOYMENT DEVELOPMENT SPECIALISTDISABILITY INSURANCE SPECIALISTAIR QUALITY REPRESENTATIVE I, DCAPESTICIDE USE SPECIALIST


ROUTING:Board Meeting Date: Location: ...",.6.19.14 Sacramento ANALYST A ~~ _--Jamie Inderbitzen ;~-----.Calendar: Hearing items will be tl¿--scheduled for

30 minutes unlessotherwise specified:

IZI Non-HearingN""\

D Staff MANAGER/? n: DIVISION CHIEFD Hearing Debbie Bål~ ~ \ Rosemary SidleySUBJECT " ,Request to abolish classes:

ClassCode Class Title1125 CLERK,CALIFORNIA CONSERVATION CORPS1179 MEDICAL STENOGRAPHER1192 SCOPIST, PUC1963 FINANCIAL Al D ANALYST1964 ASSOCIATE FINANCIAL AID ANALYST1965 FINANCIAL AID MANAGER I1966 FINANCIAL AID MANAGER II2312 TEACHER-HIGH SCHOOL EDUCATION2318 TEACHER-SPEECH DEVELOPMENT AND CORRECTION2335 TEACHER-EMOTIONALLY HANDICAPPED2860 AUDIO-VISUAL ASSISTANT (CF)2861 AUDIO-VISUAL SPECIALIST (CF)3015 ASSOCIATE LAND SURVEYOR3047 ASSISTANT LAND SURVEYOR3230 NOSOLOGIST TRAINEE3231 NOSOLOGIST3232 NOSOLOGIST SUPERVISOR4008 ASSISTANT CHIEF, DIVISION OF TAX ADMINISTRATION, SCO4133 STATE FINANCIAL EXAMINER III4144 GOVERNMENTAL AUDITOR III4146 GOVERNMENTAL AUDITOR II4286 INVESTIGATIVE AUDITOR ABC4416 REINSURANCE SPECIALIST4662 HEALTH PLANNING MANAGER II4663 ASSOCIATE HEALTH PANNING ANALYST5111 OCCUPATIONAL TECHNICIAN (GENERAL)5147 EQUAL EMPLOYMENT OPPORTUNITY ANALYST5173 TELECOMMUNICATIONS SYSTEMS MANAGER II (MANAGERIAL)5202 HOSPITAL COORDINATOR OF FORENSICSERVICES

5409 ACTUARY5555 STATISTICAL METHODS ANALYST II5619 RESEARCH PROGRAM SPECIALIST I (MENTAL HEALTH)5657 ASSOCIATE ARTS ADMINISTRATOR, DEPARTMENT OF CORRECTIONS6277 SENIOR DEVELOPMENT SPECIALIST, CA TRADE AND COMMERCE AGENCY6278 SENIOR TOURISM SPECIALIST7142 CHIEF, MARKETING BRANCH, PRISON INDUSTRIES7161 MATERIALS MANAGER, PRISON INDUSTRIES7372 EDUCATION AND OUTREACH SUPERVISOR7583 VOCATIONAL INSTRUCTOR (BARBERSHOP PRACTICES)7584 VOCATIONAL INSTRUCTOR (BUILDING MAINTENANCE)7589 VOCATIONAL INSTRUCTOR (JANITORIAL SERVICE) .7874 DAIRY LABORATORY TECHNOLOGIST8621 SUPERVISING COMPLIANCE REPRESENTATIVE, FTB8819 EXAMINER IN ELECTROLOGY9087 FIRE SERVICETRAINING SPECIALIST9215 EMPLOYMENT DEVELOPMENT SPECIALIST III9228 DISABILITY INSURANCE SPECIALIST III9358 AIR QUALITY REPRESENTATIVE II, DCA9566 EXPORT SPECIALIST9567 ASSOCIATE EXPORT SPECIALIST9861 CHIEF, COMMUNICATIONS, SCO0473 SUPERVISING PESTICIDE USE SPECIALIST0656 AGRICULTURAL MARKETING TECHNICIAN

DPA OR DEPT REVIEW

1. Certificate of Conformance (Form 137): D Attached IZI Not Required2. Specifications: IZI Attached3. Allocation Standards: D Submitted IZI Spec Only4. Class Data Sheet: IZI Submitted5. Salary Analysis: D Submitted IZI Not Required6. Salary Camp Resolution (Deep Class Only): D Included IZI Not Applicable7. Draft Item Sent to Employee Union(s): Date: 4:-11:14

SPB REVIEW1. Nontesting Class:2. Entry-Level Class:3. Type of Certification:4. Status/Exam Resolution Approved:5. Prob Periods (other than 6 mos):6. Job Category/Categories:


NOTIFY AND SEND COPIES TO:

Yvonne Walker, PresidentService Employees International Union1808 14th StreetSacramento, CA 95811

Bruce BlanningProfessional Engineers in California Government455 Capitol Mall, Suite 501Sacramento, CA 95814

Tim Neep, DirectorInternational Union of Operating EngineersIUOE Division Central Office1121 L Street, Suite 401Sacramento, CA 95814

Antonette YoungCalifornia Attorneys, Admin. Law Judges & Hearing Officers in State Employment1231 I Street, Suite 300Sacramento, CA 95814

Kasey Ciark, Chief Legal CounseiCalifornia Statewide Law Enforcement Association2029 H StreetSacramento, CA 95811

Rocco PaternosterAssociation of California State Supervisors1108 O Street, Suite 317Sacramento, CA 95814

Larry Svetich,California Association of Managers and Supervisors1401 21st Street, Suite 320Sacramento, CA 95811

BARGAINiNG UNiTeS), AS iNDiCATED ON ATTACHMENT

SECRETARiAT REVIEWD Before Letters Mailed on __ (Date)D After Letters Maiied on _(Date)


SEIU UnitsIZJ 1, M3, M4, M11, M14M15, D 17,D 20,D 21Yvonne Walker, Chief of StaffService Employees International UnionPO Box 160005Sacramento, CA 95814(916) 554-1200; Fax (916) 554-1269(866) 488-7248

M CASE Unit 2Antonette Young, Director of OperationsCalifornia Attorneys, Admin. Law Judges &Hearing Officers in State Employment1231 "I" Street, Suite 300Sacramento, CA 95814(916) 669-4200; FAX (916) 669-4199

D CAHP Unit 5Rick Mattos, PresidentCalifornia Association of Highway Patrolmen2030 "V" StreetSacramento, CA 95818(916) 452-6751; FAX (916) 457-3398


M CSLEA Unit 7Kasey Christopher Clark, GeneralMgr/Chief CounselCalifornia Statewide Law EnforcementAssociation2029 "H" StreetSacramento, CA 95814(916) 447-5262; FAX (916) 447-1583

D CDF Firefighters Unit 8Bob Wolf, PresidentCDF Firefighters1731 "J" Street, Suite 100Sacramento, CA 95814(916) 609-8700; FAX (916) 609-8711

M PECG Unit 9Bruce Blanning, Executive AssistantProfessional Engineers in CA Government.455 Capitol Mall, Suite 501Sacramento, CA 95814(916) 446-0400; FAX (916) 446-0489


MIUOE Unit 12George Swift, DirectorIUOE Division Central OfficeLocals 3, 12,39, and 501, AFL-CIO1121 "L" Street, Suite 401Sacramento, CA 95814(916) 444-6880; FAX (916) 444-6877Toll-free (800) 989-9109

D IUOE Unit 13Jerry Kalmar, Business ManagerStationary Engineers DivisionLocals 39 and 5011620 North Market Blvd.Sacramento, CA 95834(916) 928-0399; FAX (415) 928-1216




CALIFORNIA STATE PERSONNEL BOARDSPEC: HEDICAL STENOGRAPHER Senior Medical Stenographer

SPECIFICATION

HEDIC}'iL STENOGRZ\:PIIERSeries Specification

(Establishcd June 8¡ 1977)

SchemCode

ClassCodc Class

eB&&CE70

~1180

Hcdical StenographerSenior Medical Stcnographer

DEFINITION OF SERIES

Medical Stenographers take and transcribc dictation involving a varietyof difficult medical correspondence¡ records¡ and reports appropriateto the work of thc office; maintain x-ray¡ laboratory¡ and therapeuticprocedure and autopsy reports¡ medical histories¡ diagnostic workups¡physical examinations¡ admissions and disc"_arge summaries¡ operativereports ¡ medical consultations r psychiatric and psychological reports ¡and clinical resumes for inclusion in medical records and fortransmission to physicians; receive and screen a variety of telephonecalls and visitors; answer (within limit of confidentiality laws)inquiries concerning the progress of medical cases; and set up andmaintain medical files.

DEFINITION OF LEVELS TYPICAL TASKS

PŒDICAL STENOGRZ\PIIER

This is the entry and first j ourney level in this series. Under gener-a±supervision¡ incumbents serve in a secretarial capacity to a staffphysician or in a clerical pool to take and transcribe medical dictationusing a wide variety of technical medical terms¡ abbreviations¡ andreports of average difficulty.

SENIOR HEpIGAL STENOGRZ\PIIER

This is ~ an advanced journey level in this series classification.Under general direction¡ incumbents serve in a secretarial capacity toa chief medical officer ¡ a program administrator ¡ or the head of a medicalspecialty to take and transcribe difficult medical dictation using a wide

variety of technical medical terms, abbreviations, and reports.positions that supervise a pool of medical transcribers may also beallocated to this level.


MEDICAL STENOGR,..,\PHEREither I

In the California state service, one year of experience performing theduties of a Stenographer, Range B.

Or IIT',,'oyears of experience in stenographic and clerical work, at least oneyear of ',,'hichshall have been in ',,'orkof a medical nature requiring thet~Eing of dictation on medical matters and the preparation of a widevariety of medical records, reports, histories, case summaries, physicalexaminations, autopsy protocols, clinical notes, correspondence andspecial forms.

SENIOR HEDICAL STEENOGR}\PHER

Either IIn the California state service, one year of eJcperience performing theduties of a Hedical Stenographer.

Or IIThree years of experience in stenographic and clerical work, at leasttwo years of which shall have been in work of a medical nature requiringthe taking of dictation on medical matters and the preparation of a widevariety of medical records, reports, histories, case summaries, physicalexaminations, autopsy protocols, clinical notes, correspondence andspecial forms.

BOTH LEVELS:

Under Pattern II, ~cademic education above the twelfth grade may besubstituted for the year of required general experience on the basis ofeither (a) one year of general education being equivalent to three monthsof experience; or (b) one year of education of a business or commercialnature being equivalent to six months of experience.


HEDICAL STENOGRAPHER

Knowledge of: Modern office methods, supplies and equipment, technicalmedical terms and abbreviations, various medical forms and reports andtheir processing; modern office methods, supplies, and equipment;business English and correspondence.

Ability to: Type at a speed of 40 words per minute; take dictation

involving medical terms at ~ l!Q_words per minute¡ read and writeEnglish at a level required for successful job performance¡ preparecorrespondence independently¡ perform difficult medical clerical workof average difficulty including the ability to process a large varietyof medical reports and correspondence, to spell correctly, use goodEnglish, and make arithmetic computations¡ follow difficult oral andwritten directions¡ evaluate situations accurately and take effectiveaction.

SENIOR HEDICAL STENOGR,,,"PIIER

Ability to: All of the above and Take dictation involving medical termsat 110 ',vordaper minute, read and write English at a level required forauccessful job performance, prepare correspondence independently,perform difficult clerical 'dork.

SPECIAL PERSONAL CHARACTERISTIC

SENIOR HEDICAL STENOGRZ\PIIER

A demonstrated interest in assuming increasing responsibility.

CLASS HISTORY

ClassDate

EstablishedDate

RevisedTitle

Changeq

Hedical Stenographer 6/8/77Senior Medical Stenographer 6/8/77

SPECIFICATION

SPEC: ACADEMIC TEACHER (VARIOUS SPECIALTIES)CALIFORNIA STATE PERSONNEL BOARD

ACADEMIC TEACHER(VARIOUS SPECIALTIES)Series Specification

(Established December 19¡ 1968)

SCOPE

This specification describes classes used primarily by the Departmentsof Corrections¡ Developmental Services¡ and the Youth Authority whichare concerned with providing instruction in academic subjects toresidents of State institutions. Specific classes have beenestablished for the following specialties:


EB30 2340EC30 2335EBSO 2312EB60 2376EC20 2338EC10 2326EB70 2496EB90 2318

Class

Teacher (Business Education)EtB-tj-----z±I-5------'±T'EeCéaH::c~h'He=:,:r~+(±:Eiffilmr',ionally Handi cappe d)

Teacher (High School Education)Teacher (Home Economics)Teacher (Mentally Retarded Children)Teacher (Mentally Retarded Deaf Children)Teacher (Recreation and Physical Education)Teacher (Speech Development and Correction)

JOB DESCRIPTION

Persons in these specialty classes help residents of State institutionsprepare to become productive and contributing members of society bytraining them in academic subjects and by helping them to developsocially acceptable attitudes and interests. The Teachers give bothindividual and group instruction and , in many instances ¡ participate asmembers of an interdisciplinary treatment team. The Teachers haveresponsibility for supervising the conduct of the residents while in theclassroom and may be called upon to assume general custodyresponsibilities in time of emergency.

The using Departments have differing programs andI therefore¡ placeemphasis on differing duties but¡ in general¡ they all stipulate thatthe Teacher play an important role in the total rehabilitation process¡as well as in teaching the skills which will enable the individual toseek occupational opportunities. The Teachers' tasks include:

planning¡ assigning¡ and supervising work¡ maintaining control anddiscipline in the classroom¡ controlling all materials and equipmentwhich may be used as potential weapons¡ preparing courses of study anddaily lesson plans¡ counseling students as to progress in theinstructional program¡ working with students and helping them set andmeet educational needs and goals¡ participating in program evaluation¡participating in extracurricular programs ¡ and performing other relatedduties. They may be assigned to work as relief Teachers in special tiesother than those for which they were hired. In addition¡ they may workwith treatment teams which combine the services of personnel in thecustody¡ academic¡ vocational¡ psychiatric¡ and casework areas. Theteacher has an important role of providing information of an educationalnature which can help other members of the team to better determine eachresident's treatment needs. In new and developing programs¡ Teachersmay participate in the development and continuing revision ofcurriculum.


The following backgrounds are required for the Teacher classes describedin this specification. The credentials referred to are valid Californiastandard credentials. Applicants who do not possess the requiredcredential or one of equivalent authorization may take the examinationsbut must have on file with the Commission for Teacher Preparation andLicensing an. application for an appropriate credential beforeappointment and must secure the credential within 120 working days afterappointment. After issuance¡ the credential must be maintained bycompletion of any examinations and course work required,

BUSINESS EDUCATION

Possession of a Secondary Credential with a major in business education.

EHOTIONALLY HANDICAPPED

Possession of an Elementary or Secondary Credential.

Education. Educational preparation must have included 12 units incounseling¡ psychology¡ special education¡ or closely related co~rses.(Six months of experience teaching the emotionally handicapped in suehsettings as a school system¡ mental hospital¡ or correctionalinstitution may be substituted for the required course ·",·ork.)

HIGH SCHOOL EDUC}'rTIOH

Possession of a Secondary Teaching Credential or a credential to teachexceptional children.

HOME ECONOMICS

Possession of a Secondary Credential with a major or minor in homeeconomics.

MENTALLY RETARDED CHILDREN

Possession of an Elementary or Secondary Credential with specializationin the area of the mentally retarded.

MENTALLY RETARDED DEAF CHILDREN

Possession of an Elementary or Secondary Credential with specializationin the area of the deaf and hard of hearing.

orEducation: Equivalent to graduation from a recognized college for thedeaf including courses in the methods for teaching the deaf.

RECREATION AND PHYSICAL EDUCATION

Possession of a Secondary or Elementary Credential with a maj or or minorin recreation and physical education.

SPEECH DEVELOPHENT}\ND CORRECTION

Possession of an Elementary or Secondary Credential ',dth specializationin speech correction.


ALL TEACHERS:

Knowledge of: (With particular reference to their specialty.)Principles and methods of teaching; principles of educational psychologyas applied to their teaching; current trends in educational methods;remedial teaching techniques and adapting instruction to studentdeficiencies; emotional problems of students at State institutions andschools.

Ability to: Provide leadership and motivation to institutionalresidents; teach and supervise these individuals ; work effectively wi thother disciplines; gain the interest, respect, and cooperation ofstudents; develop socially acceptable attitudes in students;communicate effectively; analyze situations accurately and takeeffective action; and in some positions speak fluently one or morevariations of a specified second language in addition to English.


ALL TEACHERS:

Must be willing to continue their educational development; work in aState institution; participate in group-oriented treatment programs;maintain an empathetic and objective understanding of institutionresidents; demonstrate teaching ability or potential for teaching;emotional stability; tact; patience; open-mindedness; and high moralstandards.

.DRUG TESTING REQUIREMENT

TEAClIER (lIIGIlSCHOOL EDUCATION)TEACHER (MENTALLY RETARDED CHILDREN)

Applicants for positions in these classes are required to pass a drugscreening test. Testing of current employees who are applicants in anexamination or who are transferring is permitted only if the person doesnot have a current appointment to a class for which drug testing is arequirement.

CLASS HISTORY

Class

Teacher (Business Education)Teacher (Emotionally Handicapped)Teacher (High School Education)Teacher (Home Economics)Teacher (Mentally Retarded

Children)Teacher (Mentally Retarded Deaf

Children)Teacher (Recreation and Physical

Education)Teacher (Speech Development and

Correction)

DateEstablished

5/24/626/22/62

19317/25/47

1931

9/22/67

1931

9/22/67

DateRevised

7/25/737/25/733/7/957/25/733/7/95

7/25/73

7/25/73

7/25/73

TitleChanged

12/19/6812/19/6812/19/6812/19/6812/19/68

12/19/68

12/19/68

12/19/68

THIS CLASS WAS ABOLISHED ON'. Ma. y 18, 2010 on PL 10 -13

VocQvJ.cierv:D- rnS1-Y ~Ll Y'-Opho \ster (Jî~

~L101o

THIS CLASS WAS ABOLISHED ON· May 18 2010• f on PL 10-13

,

\/ocoJionLl I LílS1Y\xJúr- DpnolSkrvnjoL136

THIS CLASS WAS ABOLISHED ON: May 18, 2010 on PL 10-13


HEALTH PLANNINGSeries Specification

(Established June 30, 1976)

SCOPE

This series specification describes classes which perform a variety oftasks related to policy planning and evaluation of health services.Incumbents in the series perform short, intermediate, and long-termplanning studies for health services and for financing the delivery ofhealth services. In the course of these planning activities,incumbents coordinate and maintain liaison with Federal, State andlocal health planning groups, local health planning agencies,department managers and staff, professional organizations,universities, citizens committees, and others participating inregional and statewide health planning studies. Specific tasksinclude: designs study methodology and application of analyticaltechniques; collection, analysis, and interpretation of data fromprimary and secondary sources; prepares reports; reviews plans andevaluations prepared in other programs of the department; developsmethods of evaluation for cost effectiveness of community programs;evaluates- t-he-eGonomi-c-impact--of--p:roposed-methods -a-ndp.roq-rams- ofhealth care service delivery systems; makes presentations to theLegislature, reviews and analyzes proposed legislation, participatesor acts as team leader for conferences or task forces on largestudies; presents departmental positions before administrative lawjudges; directs the activities of subordinate staff; and performsother related health planning activities as required.


.JW-2-4. -4-6-63JW28 4666JW26 4648.JW2-G. -4-6-6-2-

Class

Associate Health Planning AnalystHealth Planning Specialist IHealth Planning Specialist IIHealth Planning Banager II

ENTRY LEVELS

Entry into this series may be from the Health Analyst classification;comparable professional levels both inside and outside State service;and college graduates "ith specialization in related fields.

FACTORS AFFECTING POSITION ALLOCATION

Variety and complexity of assignments; scope and complexity of healthplanning responsibility; independence of action; level of decision-making authority; the incumbent's demonstrable effect on major

Health Planning Series -2-

departmental programs; the degree of originality of techniquesemployed; the impact of analysis on the health service field; andsupervision exercised.

ASSOGIl'rTE HEALTH PLANNING ANALYST

This is the full journey level. Under direetion, incumbents performthe more responsible, varied, difficult, and compleE health planningproj ects, or serve as a team leader on less comple), proj ects.

The classification of Health Analyst is the recruiting, developmentLand first ',vorkinglevel for positions ",hich perform health planningprogram development '"ork on one or more aspects in a broad range ofhealth program areas.

positions are permanently allocated to the Health Analyst class 'n'henthe major portion of the functions inherent in the position does notinclude the more responsible, variedL and difficult assignments foundat the full journeyperson level.

HEALTH PLANNING SPECIALIST I

Positions at this level function as recognized authorities in areas ofextreme sensitivity, with ongoing coordinating responsibility overother analysts in a sensitive area of a department's operation,usually on a task force or project basis, or functions asnonsupervisory staff specialists in difficult and sensitive programdevelopment, policy, or coordination positions.

HEALTH PLANNING SPECIALIST II

An incumbent in this class functions as a nonsupervisory expert in aposition that meets all the following criteria:

(1) The function to be performed is critical to the department'sbasic mission;

(2) The level of expertise required is definably greater than thatfor any other supervisory position at this level;

(3) The person proposed for the position has an establishedreputation in the area of expertise required.

HEALTH PLANNINÇ H1YNAGER I I

This is the fuil supervisory level. Under general direetion,ineumbents plan, organize, and direct the '"ork of a staff eonduetingeomprehensive health planning projeets.



ALL LEVELS:

The following education is required when the non-California stateservice experience pattern is used to qualify at any level.

Education: Equivalent to graduation from college. (Supervisory,administrative, or clinical experience in health planning, publichealth, or health program administration may be substituted for therequired education on a year-for-year basis.) (Also one year ofgraduate study in public or health administration or health may besubstituted for six months of the required general experience.)

ASSOCIATE HEALTH PLANHING ANALYST

Either IOne year of e,.perience in the California state service performingduties comparable to those of a Health Analyst, Range C.

Or IIE,.peTience: Three years· of increasingly responsi-bleprofessionale2Cperience in the field of healPt performing technical planning orresearch duties, at least one year of which must have been in thefield of health policy development, design and analysis of healthsurveys, and writing of the related analytical reports.

HEALTH PLANNING SPECIALIST I

Either IOne year of e,.perience in the California state service performingduties comparable to those of an Associate Health Planning Analyst.

Or IIExperience: Three years of increasingly responsible professionalexperience in the field of health performing technical planning orresearch duties, at least two years of which must have includeddevelopment of health policy, design and formulation of healthprograms, planning health services, or reviewing health programs.

HEALTH PLANNING SPECIALIST IIHEALTH PLANNING HANAGER II

Either IOne year of experience in the California state service performingduties comparable to a Health Planning Specialist I.

Or IITwo years of e,.perienoe in the California state service performingduties comparable to those of an Associate Health Planning Analyst.


Or IIIExperience: Four years of increasingly responsible professionalexperience in the field of health performing technical planning orresearch duties, at least three years of which must have includeddevelopment of health policy, design and formulation of healthprograms, planning health services, or reviewing health programs.(Experience in the California state service applied toward thisrequirement must include one year performing the duties of a classwith a level of responsibility not less than that of a Health PlanningSpecialist I.)


ASSOCIATE HEALTH PLANNING MJALY8T

Knovlledge of: Health program content; principles, problems, andprocedures involved in developing program plans; legislativeprocesses; methods of preparing reports; research techniques; publichealth and mental health programs and trends.

Ability to: Gather, analyze, and organize data related to programplanning; analyze problems of program planning; carry out assignments'dithout·det-ailed .inntructions; -aet--asliaison-; rep-resent·theè:e: artment on interagency committees concerned ,dth hea~.th programevaluation and planning; and speak and ,?rite effectively.

HEALTH PLANNING SPECIALIST IHEALTH PLANNING SPECIALIST II

Knowledge of: Health program content; principles, problems, andprocedures involved in developing program plans; legislativeprocesses; methods of preparing reports; research techniques; publichealth and mental health programs and trends; and a good understandingof the department's policies, objectives, and program constraints.

Ability to: Gather, analyze, and organize data related to programplanning; analyze problems of program planning; carry out assignmentswithout detailed instructions; act as liaison; represent thedepartment on interagency committees concerned with health programevaluation and planning; and speak and write effectively; andindependently prepare and complete complex assignments or projectswith minimum supervision.

HEALTH PLANNING HZ\NAGER II

KnoHledge of: All of the above, and prineiples and proceduresinvolved in developing and evaluating health program plans; principlesand praetices of employee supervision, development and training;program management; methods and techniques of effective tasle forceleadership; the department's health programs and policies; population,


social, economic and staffing trends affecting health services; amanager's/supervisor's responsibility for promoting equal opportunityin hiring and employee development and promotion, and for maintaininga worle environment that is free of discrimination and harassment; andprinciples of personnel management and supervision.

Ability to: All of the above, and design health planning studymethodology; manage a complex health services program or project,establish and maintain project priorities, supervise effectively,utilize interdisciplinary teams effectively in the conduct of studiesand effectively utilize all available resources; work cooperativelywith other State, local and Federal agencies and representativesconcerned with health programs and services; organize and direct thecollection and analysis of data; establish and maintain effectivewe-r-kingrelationships; effectively promote equal opportunity inemployment and maintain a work environment that is free ofdiscrimination and harassment; and adopt an effective course ofaction.

CLASS HISTORY


Associate Health Planning '''Analyst 2/6/64 H/l8/G8 6/3Grt6Health Planning Specialist I 12/18/80 11/18/08 6/11/81Health Planning Specialist II 6/11/81 11/18/08Health Planniag ~qanager II 3/7/68 lll±8/G8 6l±l/8l

SPECIFICATION

SPEC: TELECOMMUNICATIONS SYSTEMS ANALYST

CALIFORNIA STATE PERSONNEL BOARD

TELECOMMUNICATIONS SYSTEMS ANALYSTSeries Specification

(Established May 7, 1975)

SCOPE

This series specification describes the Telecommunications SystemAnalyst and Manager classes used in the Department of General Servicestelecommunications program and those State departments which operateradio/microwave and landwire telecommunications systems. The seriesprovides for ~ three levels of analytical and managementresponsibilities required by departments to ensure efficient use andoperation of their administration of a department's telecommunicationsnetwork. Because the Department of General Services has statewideresponsibility for engineering design and installation oftelecommunications equipment, the positions collaborate with GeneralServices in the engineering design and installation oftelecommunications nerworks. Additional duties and responsibilitiesinclude: consulting and advising management on departmentaltelecommunications policy and administrative procedures; a.nalyzing andvalidating operational requirements of a communications program;developing and revising operational requirements and procedures;outlining a conceptual system design including budget estimates fordetailed engineering and equipment purchases; performing detailedsystem designs, site selections, propagation surveys, and coveragecalculations; analyzing equipment and performance requirementtradeoffs; preparing communications equipment and procurementspecifications; assisting in the selection of vendors; monitoring systeminsta.llation; providing operator training; preparing applications tothe Federal Communications Commission for changes in radio frequencies;con-ducting acceptance tèsting and providing evaluation reports; andperforming other related work.

Entry into this series typically will be through the class ofTelecommunications Systems Analyst I.

Factors affecting position allocation include level, variety, andcomplexity of work, and independence of action and decision-makingresponsibilities, supervision received, and for the manager levels,degree of supervisory responsibility and independent programresponsibilities.

Schem Class

Code Code Class

LE92 5170 Telecommunications Systems Analyst ILE90 5171 Telecommunications Systems Analyst IILE86 5135 Telecommunications Systems Manager I

(Specialist)LE84 5136 Telecommunications Systems Manager I

(Supervi sor)LE82 5133 Telecommunications Systems Manager II

(Supervi sor)l:Æ-8-G- ~ ~eleeeffiffitlfliea~ieflsSys~effisHaflager II

(Haflagerial)


TELECOMMUNICATIONS SYSTEMS ANALYST I

This is the trainee and first working level in the series. Under closesupervision, incumbents receive training and perform work ranging fromthe less complex to that of average difficulty in a wide variety ofconsultative, analytical, and evaluate assignments, such as programevaluation and planning, systems development, budget planning, researchand management analysis, and perform other work as required to maintainand upgrade a telecommunications network. positions are permanentlyallocated to this class when their major functions do not include themore independent, varied and difficult assignments found at the fulljourneyperson level.

TELECOMMUNICATIONS SYSTEMS ANALYST II

This is the full journeyperson level in this series. Under direction,incumbents perform difficult telecommunications analytical work or actas leadperson over other staff members in connection with inventoryanalysis, installation, maintenance and operation of statewidetelecommunications systems, and independently develop atelecommunications operational network.

TELECOMMUNICATIONS SYSTEMS MANAGER I (SPECIALIST)

Under general direction in a department having a statewideradio/microwave or landwire communications network of moderate size,incumbents are responsible for the entire program and act as thedepartmental representative on communication matters. In theDepartment of General Services, incumbents under the general directionof a Telecommunications Systems Manager II or higher level position, areresponsible for a specialized area of telecommunications systems wherethe level of expertise is definably above the Telecommunications SystemsAnalyst II and for providing consultative services to management of theDepartment of General Services and other departments. positionsallocated to this level are characterized by the following criteria:

a. Functions as the recognized expert on telecommunications matters indepartment¡ and

b. Functions as a skilled consultant to top management.

TELECOMMUNICATIONS SYSTEMS MANAGER I (SUPERVISOR)

This is the first supervisory or program management level in the series.Under general direction in a department having a statewideradio/microwave or landwire communications network of moderate size,incumbents are responsible for the entire program and act as thedepartmental representative on communication matters. Incumbents areresponsible for the full range of functions required to maintain andupgrade the Department I s telecommunications program. In the Departmentof General Services, incumbents, under general direction, areresponsible for a specific area of the telecommunications program andsupervise a small analytical and/or technical support staff, typicallyincluding three to five Telecommunications Systems Analysts orcomparable level technical staff engaged in telecommunications systemwork.

TELECOMMUNICATIONS SYSTEMS MANAGER II (SUPERVISOR)

This is the full supervisory level of the series. Under generaldirection, in the Department of General Services, incumbents areresflonsi_blefO:ra_section of the t.el ecommun i catLoris progrªI!l¡Sl..1Re:rvisea moderate size analytical and/or technical support staff, typicallyincluding six to ten Telecommunications Systems Analysts or comparablelevel technical staff engaged in telecommunications system work andprovide consultation to management of both the Department of GeneralServices and other departments.

TELECOHHillHCATIONS SYSTE~qg HANAGER II (HANAGERIAL)

This is the managerial level of the series. Under general direction ina department having the largest, most complex and extensive statmvidetelecommunications net'iV'ork,to plan, organize, and direct the entiredepartmental lancYvdreand radio telecommunications programs, and to acta departmental representative on communications matters. positions inthe Telecommunications Hanager II (Hanagerial) class are characterizedby the follmring criteria.

a-. Directs the full range of functions required to maintain and upgradea department's radio and lànd'vi'iretelecommunications programs¡

l;r.- Functions as the recognized expert on telecommunications matter ina department¡

€7 Functions as highly skilled consultant to top management,

~ Supervises a moderate number of subordinate staff.


ALL LEVELS:

Education: The following education is required when non-Stateexperience is used to qualify at any level:

Equivalent to graduation from college, preferably with majorspecialization in electronics or related technical subject area.(Additional qualifying experience may be substituted for education ona year-for-year basis.)


Either IOne year of experience performing telecommunications systems work whichshall have included analyzing and making written reports orrecommendations on radio/microwave and/or wire service staffing orsystems.

Or IIFour years! experience in the California state service coordinating,operating, and/or maintaining telecommunications systems, such asperformed by incumbents in the classes of Supervising TelephoneOperator, Radto_Disp¡;¡_tchSupervis()r, or Comm1.lnications Superyisor,California Highway Patrol.

Or IIISix months of experience performing the duties of a Management ServicesTechnician, Range B, in a State service telecommunications operation.

Or IVTwo years! experience in the California state service in a formaltelecommunications training and development assignment to a classequivalent to Management Services Technician. (Incumbents with 12months! experience in a formal telecommunications training anddevelopment assignment may compete in the examination but must completethe training program before being eligible for appointment.)

Education: Indicated above.


Either IOne year of experience in the California state service performing theduties of a Telecommunications Systems Analyst I, Range C.

Or IIExperience: Three years of analytical experience in planning,organizing and coordinating maintenance and upgrade activities fortelecommunications systems such as radio/microwave and/or wire servicesystems. (Experience in California state service applied toward thisrequirement must include at least one year performing the duties of a

Either IOne year of experience in the California state service performing theduties of a Telecommunications Systems Analyst II.

Or IIExperience: Five years of analytical experience in planning,organizing and coordinating maintenance and upgrade activities fortelecommunications equipment such as radio/microwave and/or wireservice systems. (Experience in California state service appliedtoward this requirement must include one year performing the duties ofa class with a level of responsibility not less than that ofTelecommunications Systems Analyst II.)

class at a level of responsibility not less than that ofTelecommunications Systems Analyst I, Range C.)

TELECOMMUNICATIONS SYSTEMS MANAGER I (SPECIALIST)TELECOMMUNICATIONS SYSTEMS MANAGER I (SUPERVISOR)

TELECOMMUNICATIONS SYSTEMS MANAGER II (SUPERVISOR)TELECOHHillHCATIONS SYSTEHS HANAGER II (HANAGERIAL)

Either IOne year of experience in the California state service performing theduties of a Telecommunications Systems Manager I (Specialist) orTelecommunications Systems Manager I (Supervisor) ar two years afe_xperience as Telecomrnun:Lca_t:_:i.0I18Systetnê_.A1"J.é1JYêtII .

Or IIExperi¿nce: Broad and extensive (more than five years) experience inplanning, organizing and coordinating maintenance and upgradeactivities for telecommunications programs, such as radio/microwaveand/or wire service systems. (Experience in California state serviceapplied toward this requirement must include at least two yearsperforming the duties of a class with a level of responsibility not lessthan that of Telecommunications Systems Analyst II.)



Knowledge of: Basic theory of telecommunications and electronics.

Ability to: Perform communication studies ¡ analyze situations and takeeffective action¡ communicate effectively and prepare reports.


Knowledge of: All of the above, and operation of electronictelecommunications systems including microwave and complex multiplecarrying equipment, radio control equipment and closed circuittelevision systems.

Ability to: All of the above, and interpret the law on those matterspertaining to access, easements and occupancy of communicationsfacilities as required; formulate and implement operational and trainingprocedures of telecommunications systems.

Knowledge of: All of the above, and Federal Communications Commissionrules and regulations pertaining to telecommunications systems; Stateadministrative and budgetary procedures and practices.

TELECOMMUNICATIONS SYSTEMS MANAGER I (SPECIALIST)

Ability to: All of the above, and to develop, prepare and present thedepartment's telecommunications' budget and_coordinate communicationsrequirements with various governmental agencies; coordinate withutility companies, private citizens, corporations and companies thosematters pertaining to access, easements, and occupancy of communicationsfacilities as required.

TELECOMMUNICATIONS SYSTEMS MANAGER I (SUPERVISOR)

Knowledge of: All of the above, and principles of supervision andtraining; Department's Affirmative Action Program objectives; amanager's role in the Affirmative Action Program and the processesavailable to meet affirmative action objectives.

---~ - - ---- - ---------- -- --- -- - _.---- --~- -----------------------

Ability to: All of the above, and supervise the work of others;effectively contribute to the Department's affirmative actionobjectives.

TELECOMMUNICATIONS SYSTEMS MANAGER II (SUPERVISOR)TELECOHHIDHCATIONS SYSTEHS HMJAGER II (HMJAGERIAL)

Knowledge of: All of the above, and the Department's Affirmative ActionProgram objectives; a manager's role in the Affirmative Action Programand the processes available to meet affirmative action objectives.

Ability to: All of the above, and plan, organize and direct a complexand extensive telecommunications program; effectively contribute to theDepartment's affirmative action objectives.

SPECIAL PERSONAL CHARACTERISTICS

ALL LEVELS:

Willingness to travel throughout the State.

CLASS HISTORY


Telecommunications Systems 5/7/75 5/5/87Analyst I

Telecommunications Systems 5/7/75 5/5/87Analyst II

Telecommunications Systems 5/7/75 5/5/87 11/7/84Manager I (Specialist)

Telecommunications Systems 11/7/84 5/5/87Manager I (Supervisor)

Telecommunications Systems 5/5/87Manager II (Supervisor)

~e±eeeffiffitlRiea~ieRsSys~effis 5/7/75 5/5/87 5/5/87BaRager II (HaRageria± )

SPEC: RESEARCH PROGRAM SPECIALIST (MENTAL HEALTH)CALIFORNIA STATE PERSONNEL BOARDSPECIFICATION

SCOPE FOR RESEARCH PROGR}\H SPECIALIST (HKNTAL HEALTH) CLASSES

SehernCode

ClassCode Class

LQ75 5309 Research Program Specialist (Mental Health) II

DEFINITION

Incumbents in this parenthetical specialty are distinguished fromother Research Program Specialists by being required to: design andperform research and statistical studies that test the impact ofpolicy changes on the State's mental health service delivery system;ensure compliance with guidelines on "informed consent" and"confidentiality" requirements, proposing and costing outalternative solutions to mental health problems; prepare conclusivescientific mental health research and evaluation studies andreports; analyze legislatively mandated health program evaluationrequirements and complex study design.

SehernClassGode Code Glas sLQ84 5619 Research Program Specialist (Hental Health) ILQ75 5309 Research Program Specialist (Hental Health) II

MINIMUM QUALIFICATIONS ¥GRRESEARCH PROGR}\H SPECIALIST (HENTAL HEALTH) CLASSES

RESEARGH PROGR~q SPECIALIST I

E:¡cperienceand education ""hich provides the ability to independentlyand successfully direct and perform comple:¡cmental health relatedresearch; and all of the requirements specified in the ResearchProgram Specialist (General) class.

The pertinent e:¡cperiencespecified in the Research ProgramSpecialist I (General) means one year of e:¡~erience equivalent toResearch Analyst II.

RESEARCH PROGR~q SPECIALIST II

Experience and education which provides the ability to independentlyand successfully direct and perform complex mental health-relatedresearch; and all of the requirements specified in the ResearchProgram Specialist (General) class.

The pertinent experience specified in the Research ProgramSpecialist II (General) means one year of experience equivalent toResearch Program Specialist I.

KNOWLEDGE AND ABILITIES ¥GRRESEARCH PROGR}\f>1 SPECIALIST (HEHTAL HEALTH) CLASSES

BOTH LEVELS:

Knowledge of: Current research and evaluation literature,methodology and techniques and findings relative to the field ofmental health; problems characteristic of the mentally disabled andassociated treatment, intervention techniques; treatment mobilitiesand diagnostic categories; mental health services and programmingand State, Federal and departmental regulations pertaining to mentalhealth.

Ability to: Translate legislatively mandated mental health programevaluation requirements into scientifically rigorous study designs;translate departmental policy into action programs and/or test theimpact of policy changes; evaluate the adequacy and merit ofproposed research and evaluation study designs and techniques;provide expert consultation on the feasibility impact or potentialof a variety of mental health operations, projects or proposals tothe department and to other organizations; provide technicalassistance to professional personnel; do independent creativethinking; and write clear and concise studies and reports.

SPECIAL PERSONAL REQUIREMENTS ¥GRRESEl'rRCH PROGR._7\H SPECIALIST (~ŒHTI\L HEALTH) CLASSES

BOTH LEVELS:

Demonstrated ability to act independently; initiative; flexibility;and tact.

DESIRABLE QUALIFICATIONS ¥ORRESEARCH PROGR}'J4 SPECIALIST (HEHTAL HEl',LTH) CLASSES

BOTH LEVELS:

Experience in California state, county or city service performingmental health-related research duties; graduation from college witha major in mental health, social/behavioral, biological, statisticalor health science.

SPEC: DEVELOPMENT SPECIALIST, CTCACALIFORNIA STATE PERSONNEL BOARDSPECIFICATION

DEVELOPMENT SPECIALIST, CALIFORNIA TRADE AND COMMERCE AGENCYConsolidated Series Specification

(Established March 23, 1988)

SCOPE

This series specification describes six levels of classes used in theCalifornia Trade and Commerce Agency. These classes are used for theanalytical, staff specialist, and supervisory positions that haveresponsibility for performing major development functions necessaryto increase jobs and trade in the State.


KD75 6275

KD70 6276

KD71 6271

KD72 6306

K-8-6-2- ~

KD73 6307

Class

Assistant Development Specialist, CaliforniaTrade and Commerce Agency

ASB 0Gcia-te-De-velo13meIlt--Spee-i-a-Li st,-8al-ifornia--Trade and Commerce Agency

Staff Development Specialist, California Tradeand Commerce Agency

Staff Development Specialist (Supervisory),California Trade and Commerce Agency

Senior Development Specialist, CaliforniaTrade and Commerce Agency

Senior Development Supervisor¡ CaliforniaTrade and Commerce Agency


Within the California Trade and Commerce Agency, incumbents in theseclasses perform one or more of the following: provide technicalassistance to small business owners, domestic or internationalcommercial businesses and their representatives, local government ornonprofi t entities, communi ties or State and Federal agencies; performtechnical research and analyses in the development of information ontopics such as industrial sites, land use and availability, economictrends and strategies, permit and licensing processes, infrastructureservices, downtown or small business revitalization, fundingavailability/feasibility, business incentives, taxation issues,enterprise zones, environmental concerns, and business start-ups,expansions, relocations and closures; serve as advocates for thebusiness community to attract and promote new businesses, expandexisting businesses, mitigate the effect of business closures, and

enhance local economic development; promote, market, and carry outbusiness and economic development, investment and trade, and technologyprojects aimed at creating new employment opportunities in science andtechnology and the private sector which includes the recruitment ofcompanies for trade shows, making logistic arrangements, assist firmswith presentations, manage booth setup and staffing, conduct post-showsurveys, and prepare post-show report; provide consul tative assistance,develop and disseminate information through case studies, marketresearch, handbooks, brochures, seminars, slide presentations, on-sitevisits, and training workshops; represent the California Trade andCommerce Agency in government and private-sector events; serve asadvocates and facilitators for the science and technology communityto create and promote new business, expand existing technologybusinesses, and form alliances and partnerships between local, State,and Federal, public and private institutions and organizations; andresponsible for the review, evaluation, and selection of applicationssubmitted by technology businesses and communities for participationin various agency programs.

ENTRY LEVEL

Entry into this series typically comes from college recruitment sources,the private sector or through related State classifications at a lowerlevel.

FACTORS AFFECTING POSITION ALLOCATION

Variety, comrlexity, and sensitivity of duties; independence of actionand decision-making authority; impact of decisions made; responsibilityfor recommending or making decisions affecting various programs;importance of interagency, governmental, commercial and publicrelationships; specialized technical expertise required, and degreeand extent of supervision received and exercised; complexity offunction; sensitivity of assignment. Size and supervision of staffshould not be an absolute criterion in allocating positions.


ASSISTANT DEVELOPMENT SPECIALIST, CALIFORNIA TRADE AND COMMERCE AGENCY

This is the entry, recruiting and first working level of the technicalclasses. positions at this level perform subjourney level analyticaland consultative duties of a general nature. Decision-makingactivities are supervised and reviewed. Incumbents may have lintitedresponsibili ty for praj ects or activities or work on teams and may travelto conduct on-site visits. This class serves as entry for advancementin the development specialist series.

ASSOCIATE DEVELOPMENT SPECIALIST, CALIFORNIA TRADE AND COMMERCE AGENCY

This is the fully experienced journey level of the series. Under generaldirection, incumbents perform a variety of specialized analytical,advocacy, research and consul tati ve duties of a highly technical nature.

Incumbents may assume lead responsibility over other staff specialistsor analysts, work on multidisciplinary teams or have primaryresponsibility for a major project or activity. Incumbents may travelfrequently to conduct on-site visits and independently represent theAgency at meetings and other activities.

STAFF DEVELOPMENT SPECIALIST, CALIFORNIA TRADE AND COMMERCE AGENCY

This is the technical expert position requiring skills, knowledge, andabilities definably above the journeyperson level. Incumbents areassigned difficult, complex, and sensitive program responsibilities.Incumbents will be responsible for the development and application

of research techniques, as well as, conducting complicated studies andconsultative services on the feasibility, impact, or potential of avariety of business and technology development acti vities and programs.This is also the first working supervisor level of-the series.

positions at this level are the staff expert consultant and/or supervisea small group of professional and technical staff. Positions areidentified using the following criteria:

l. Management responsibility for statewide components of a programof significant complexity and sensitivity.

2. Functions as recognized authority in an area of extremesensitivity.

3. Functions as a nonsupervisory staff specialist in a difficult and_sen.$_itivcpxogxaItl_dcy_eLopment,_polLcy,_ aL coordination __po.s.i,tion. ~ _

STAFF DEVELOPMENT SPECIALIST (SUPERVISORY), CALIFORNIA TRADE ANDCOMMERCE AGENCY

This is the first working supervisory level of the series. Positionsat this level are the staff expert consultant and/or supervise a smallgroup of professional and technical staff. In addition to the above,incumbents will supervise a small staff who are responsible for anidentifiable more complex and sensitive program.

SENIOR DEVELOPHE"NT SPECIALIST, CALIFORNIA TRZ\rDE AND Cm4HERCE AGENCY

This is the Horking supervisory level in the series. Incumbentssupervise a small group of specialists and analysts, and act as programmanagers. In most situations, persons at this level are in charge ofa ~vell established program or function. positions at this levelnormally spend a majority of their time performing supervisoryactivities as distinct from staff specialist assignments.

SENIOR DEVELOPMENT SUPERVISOR, CALIFORNIA TRADE AND COMMERCE AGENCY

This is the full supervisory level. positions are characterized bythe following criteria:

l. Incumbents are full supervisors over a medium-size group of

professional staff at the staff analyst level and above or a large groupconsisting of professional, technical, and clerical staff who performmoderately complex activities.

Incumbents supervise a small group of specialists and analysts, actas a program manager, and report directly to an Office Deputy Directoror other person in top management. In most situations, persons at thislevel are in charge of a well established and fully developeddepartmental program or function. positions at this level normallyspend a substantial amount of their time performing supervisory,administrative, and/or managerial activities as distinct from workinglevel assignments.

2. Incumbents spend the vast majority of their time in supervisory/managerial activities distinct from the Staff Development Specialist,California Trade and Commerce Agency, assignments.

3. Programs sensitivity, complexity, and budget are essentialallocation factors.


ALL LEVELS:

Experience applicable to one of the following patterns may be combinedon a proportional basis with experience applicable to the other pattern,within each parenthetical, to meet the total experience requirements.

--__ Addi_tionally_,__State-e xper-ience---a-pp-Lied---towa-r-d-thES---"-non=£-ta-te--------- ----experience" pattern must be in a class at a level of responsibilityat least equivalent to that of one of the classes specified in thepromotional State experience pattern.


Either IExperience: six months of experience in the California state serviceperforming business and economic development duties; or trade andinvestment duties; or science and technology duties in a class at alevel of responsibility equivalent to a Staff Services Analyst(General), Range A. and

Education: Successful completion of the equivalent of 16 semester unitsof course work including courses in Micro/Macro Economics, BusinessAdministration, Public Administration, Government, Business Law,Political Science, International Law, International Financing,International Relations, Trade Policy, Science and Engineering, PublicPolicy, Finance, or Urban, Regional, or City Planning. Professionaltraining received from financial institutions or through nonprofitorganizations recognized by acc~edited institutions, may be deemedequivalent for the purpose of this course work requirement.

Or IIExperience: One year of experience in the California state serviceperforming business and economic development duties; or trade andinvestment duties; or science and technology duties in a class at alevel of responsibility equivalent to a Management Services Technician,

Range B. and

Education: Success ful completion of the equivalent of 16 semester unitsof course work including courses in Micro/Macro Economics, BusinessAdministration, Public Administration, Government, Business Law,Political Science, International Law, International Relations,International Financing, Trade Policy, Science and Engineering, PublicPolicy, Finance, or Urban, Regional, or City Planning. Professionaltraining received from financial institutions or through nonprofitorganizations recognized by accredited institutions, may be deemedequivalent for the purpose of this course work requirement.

Or IIIExperience: One year of experience performing a combination of

analytical advocacy, research, and consultative business and economicdevelopment duties relative to promoting the potential success andfinancial feasibility of business and economic development projectsaimed at creating jobs in the private sector; or one year of experienceperforming duties that would demonstrate a working knowledge ofinvestment and trade issues requiring a basic understanding ofmarketing, corporate, commercial, and international business whichincludes economic development strategies, export promotion, exportfinancing, foreign direct investment or international commercialservice; or one year of professional industry technology experiencepromoting the potential success and financial feasibility of technologybusiness and project management and development aimed at creating newproducts, services, and jobs in the private sector. and

Education: Graduation from college, preferably with a major in the..__._~ld___o_f_Eç_Ql1ºmLc_s_,~ED_l.i_t_i_c_al~S_ci_e.n_Ge_,__B_us.ine.ss_or_P_ub~i_c~~~~~~~~~~~_

Administration, Public Poljcy, Urban, Regional or City Planning,Government, Business or International Law, International Relations,International Financing, Trade Policy, or Science and Engineering.(Additional qualifying work experience may be substituted for therequired education on a year-for-year basis by applicants who have atleast 16 semester units of college level training in any of the requiredcourse work listed above.)

ASSOCIATE DEVELOPMENT SPECIALIST, CALIFORNIA TRADE AND COMMERCE AGENCY

Either IExperience: One year of experience in the California state

service performing business and economic development duties; or tradeand investment duties; or science and technology duties in the classat a level of responsibilities equivalent to an Assistant DevelopmentSpecialist (Range B), California Trade and Commerce Agency.(Promotional candidates who are within six months of satisfying theexperience requirements for this class will be admitted to theexamination, but they must fully meet the experience and course workbefore being eligible for an appointment.)

Or IIExperience: Three years of experience performing a combination ofanalytical, advocacy, research, or consultative business and economicdevelopment duties relative to promoting the potential success andfinancial feasibility of business and economic development projectsaimed at creating jobs in the private sector; or three years of experienceperforming a combination of duties that require a thorough knowledge

and understanding of investment and trade issues relative to promotingsuccess and financial feasibility of international business and economicdevelopment projects; or three years of relevant professional industryexperience in science and technology, performing complex technical andscientific activities in program management or development in relatedfields. and

Education: Graduation from college, preferably with a major in thefield· of Economics, Political Science, Business or PublicAdministration, Public Policy, Urban, Regional or City Planning, PublicPolicy, Government, Business or International Law, InternationalFinancing, International Relations, Trade Policy, or Science andEngineering. (Additional qualifying work experience may be substitutedfor the required education on a year-for-year basis by applicants whohave at least 16 semester units of college level training in any ofthe required course work listed above.)


Either IExperience: Two years of experience in the California state serviceas an Associate Development Specialist, California Trade and CommerceAgency, specializing in business and economic development duties; orinvestment and trade duties; or performing project management andbusiness development duties. (Promotional candidates who are withinsix months of satisfying the experience requirements for this classwill be admitted to the examination, but they must fully meet the8_xpeLience____and_cüuTsE-wü.r-K:-_r-eiluiœmen-t-s-b-e-fQ-re-be-i---n-g-€Ù-i-g-i-ld-1-@-f-G-r-a-R.~~~~-appointment. )

Or IiExperience: Five years of experience performing a combination

of analytical, advocacy, research, or consul tati ve business and economicdevelopment duties relative to promoting the potential success andfinancial feasibility of business and economic development projectsaimed at creating jobs in the private sector; or five years of corporate,commercial, or business experience, of which two years experience wasworking in investment and trade, that included a thorough knowledgeand understanding of economic development strategies including exportpromotion, export financing, foreign direct investment, orinternational commercial service; or five years of relevant professionalindustry experience in science and technology performing complextechnical and scientific activities in economic development and otherrelated fields. and

Education: Graduation from college, preferably with a major in thefield of Economics, Political Science, Business or PublicAdministration, Public Policy, Urban, Regional or City Planning,Government, Business or International Law, International Relations,International Financing, Trade Policy, Finance, or Science andEngineering. (Additional qualifying work experience may be substitutedfor the required education on a year-for-year basis by applicants whohave at least 16 semester units of college level training in any ofthe required course work listed above.)

Or IIIExperience: Four years of experience performing a combination

of analytical, advocacy, research, or consul tati ve business and economic

development duties relative to.promoting the potential success andfinancial feasibility of business and economic development projectsaimed at creating jobs in the private sector; or four years of corporate,commercial, or business experience, of which one year of experiencewas working in investment and trade, that included a thorough knowledgeand understanding of economic strategies including export promotion,export financing, foreign direct investment, or internationalcommercial service; or four years performing project management andbusiness development duties. and

Education: A Master's or Doctorate Degree in Business Administration,Economics, Poli tical Science, Business or Public Administration, PublicPolicy, Urban, Regional, or City Planning, International Relations,or Science and Engineering. Course work must include at least 16semester units of Economics, Political Science, Business or PublicAdministration, Public Policy, Urban, Regional, or City Planning,Government, Business or International Law, International Relations,International Financing, or Trade Policy.


Either IExperience: Two years of experience in the California state serviceas an Associate Development Specialist, California Trade and CommerceAgency, specializing in business and economic development duties; orinvestment and trade duties; or performing project management and

-----B1d-8-i-n&s-s--Gl€-ve-1-epmeFl-t-à1:1.-t-i€~Bo..___------------------------------

(Promotional candidates who are within six months of satisfying theexperience requirements for this class will be admitted to theexamination, but they must fully meet the experience and course workrequirements before being eligible for an appointment.)

Or IIExperience: Five years of experience performing a combination

of analytical, advocacy, research, or consul tative business and economicdevelopment duties relative to promoting the potential success andfinancial feasibility of business and economic development projectsaimed at creating jobs in the private sector; or five years of corporate,commercial, or business experience, of which two years of experiencewas working in investment and trade, that included a thorough knowledgeand understanding of economic development strategies including exportpromotion, export financing, foreign direct investment, orinternational commercial service; or five years of relevant professionalindustry experience in science and technology performing complex .technical and scientific activities in economic development and otherrelated fields. and

Education: Graduation from college, preferably with a major in thefield of Economics, Political Science, Business or PublicAdministration, Public Policy, Urban, Regional, or City Planning,Government, Business or International Law, International Relations,International Financing, Trade Policy, Finance, or Science andEngineering. (Additional qualifying work experience may be substitutedfor the required education on a year-for-year basis by applicants whohave at least 16 semester units of college level training in any of

the required course work listed above.)Or III

Experience: Four years of experience performing a combinationof analytical, advocacy, research, or consul tative business and economicdevelopment duties relative to promoting the potential success andfinancial feasibility of business and economic development projectsaimed at creating jobs in the private sector; or four years of corporate,commercial, or business experience, of which one year of experiencewas working in investment and trade, that included a thorough knowledgeand understanding of economic strategies including export promotion,export financing, foreign direct investment, or internationalcommercial service; or four years performing project management andbusiness development duties. and

Education: A Master's or Doctorate Degree in Business Administration,Economics, Poli tical Science, Business or Public Administration, PublicPolicy, Urban, Regional, or City Planning, International Relations,or Science and Engineering. Course work must include at least 16semester units of Economics, Political Science, Business or PublicAdministration, Public Policy, Urban, Regional, or City Planning,Government, Business or International Law, International Relations,International Financing, or Trade Policy.

SEnHOR DBVELOPHENT SPECIPrLIST, CALI FORNIPr TRImE AND COHHERCE ACENCY

Either IOne year ef e)¡perienee in the California state service performingbusiness/economic development duties at a level of responsibilityequivalent to that of an Associate Development Specialist, CaliforniaTrade and Commerce Agency. (Promotional candidates '..ho are ',tithinsiEmonths of satisfying the e)¡perience requirements for this class willbe admitted to the eJCamination, but they must fully meet the experieneerequirements before being eligible for appointment.)

Or IIE)¡perience: Four years of m¡perience performing a combination ofanalytical, advocacy, research or consultative business/economicdevelopment duties relative to promoting the potential success andfinancial feasibility of business and economic development projectsaimed at creating jobs in the private sector. This experienee mustinclude or be supplemented by one year of supervisory or managerialexperience. (Experience in the California state service must includeat least one year performing business/economic development duties ofa class at a level of responsibility equivalent to that of an AssociateDevelopment Specialist, California Trade and Commerce Agency.) and

Education: Graduation from college, preferably in the field ofEconomics, Political Science, Business or Public Administration, PublicPolicy, Finance, or Urban, Regional or City Planning. (Additionalqualifying m¡perience may be substituted for the required educationon a year for year basis. ) (AHaster's Degree in any of the above fieldsmay be substituted for one year of the required experience. ) (PrDoctoralDegree in any of the above fields may be substituted for an additionalsi)[menths of the required experience.)


Either IExperience: One year of experience in the California state serviceperforming the duties of a Staff Development Specialist, CaliforniaTrade and Commerce Agency.

Or II

Or IIIExperience: Six years of business, economic, investment, trade, orprofessional industrial technical experience performing a combinationof analytical, advocacy, research, or consul tati ve business and economicdevelopment duties relative to promoting the potential success andfinancial feasibility of business and economic development projectsaimed at creating jobs in the private sector. This experience mustinclude or be supplemented by one year of supervisory or managerialexperience. and

.Education: Graduation from college, preferably with a major in thefield of Economics, Business Administration, Public Administration,International Relations, International Policy, InternationalFinancing, International Law, Finance, Science and Engineering orBusiness Management. (Additional qualifying work experience may besubstituted for the required education on a year-far-year basis byapplicants who have at least 16 semester units of college training inthe required course work listed above.)

Or IVExperience: Five ~ears of business, __aQQU0~~ic~invesLIDant_nnd __

trade, or professional industrial technical experience performinq acombination of analytical, advocacy, research, or consultative businessand economic development duties relative to promoting the potentialsuccess and financial feasibility of business and economic developmentpraj ects aimed at creating jobs in the private sector. This experiencemust include or be supplemented by one year of supervisory or managerialexperience. and

Education: A Master's or Doctorate Degree in Business Administration,International Relations, Economics, Science and Engineering, PublicAdministration, or related field. Course work must include at least16 semester units of International Policy, International Financing,International Law, and Business Management.



Knowledge of: Business and economic development, investment and trade,and science and technology industry activities and programs inCalifornia including trends, prospects, opportunities, trade, andindustry conditions; governmental practices, functions, policies,permit processes and requirements; research, analysis, consultation,advocacy and technical assistance methods and techniques used insecuring, developing or providing information; basic marketingprinciples, methods and techniques; basic factors and/or techniquesused in site location analysis, evaluation or selection; and issues,

concerns, and impediments affecting business and economic development,investment and trade, and science and trade proj ects relevant to businessattraction, expansion, relocation or closure; marketing, which includeseconomic, psychological, and sociological influences bearing uponconsumption patterns; business practices pertaining to wholesale,retail, manufacturers' distribution, distribution costs, finance andtax structure, and similar areas of activity or concern; internationaleconomic and poli tical factors influencing balance of payments, monetaryexchange and tariffs, and their bearing on the distribution ofcommodities; international marketing techniques; and understanding ofsmall business needs.

Ability to: Analyze, evaluate and interpret technical information andcomplex situations effectively; develop alternatives, prepare summariesand recommend courses of action or conclusions demonstrating initiati ve,creativity and flexibility; serve as an advocate and ombudsman for thebusiness community in their dealings with public, governmental orregulatory entities; determine the potential success and feasibilityof business and economic development projects through research, analysisand field investigations; respond to inquiries and requests fortechnical assistance from businesses, communities, nonprofitorganizations, governmental entities and the public; effectivelydevelop and present ideas, opinions, technical information andrecommendations both orally and in writing demonstrating goodorganizational skills and grammatical accuracy; and follow written andoral instructions in an efficient, accurate and timely manner.

ASSOCIATE_ DEVELOPMENT SPECIALIST, CALIFORNIA TRADE AND COMMERCE AGENCu._ _

Knowledge of: In addition to the ~nowledge required above, a welldeveloped current working knowledge of business and technologydevelopment activities and programs in California such as those listedabove, the availability and interworkings of financial assistance andbusiness incentive programs in both the public and private sector; andthe Agency's role in technology and business development.

Ability to: In addition to the abilities required above, workindependently or assume lead responsibility over other staff; evaluateand develop procedures and guidelines to ensure compliance with programsin the areas listed above; prepare clear, concise reports; providetechnical assistance and consultation; participate in meetings,conferences, seminars and other events; establish and maintaincooperative relationships with those contacted during businesstransactions; and identify special needs for the different areas listedabove.


Knowledge of: In addi tion to the knowledge of the Associate Deve Lopmerrt;Specialist, California Trade and Commerce Agency, the organization andfunctions of the Trade and Commerce Agency; methods and techniques ofprogram management and evaluation; methods and techniques of projectadministration and monitoring; resolving problems in the areas ofbusiness and economic development, investment and trade, or scienceand technology; a manager's role in the establishment of project

Ability to: In addition to the abilities of the Associate DevelopmentSpecialist, California Trade and Commerce Agency, develop and establishprogram priorities, goals and objectives; follow program guidance frommanagement; and reason logically and creatively utilizing a varietyof analytical techniques to resolve complex issues in the areas ofbusiness and economic development, investment and trade, or scienceand technology; monitor and evaluate the work of contractors andgrantees; and effectively contribute to the successful attainment oftechnology migration, economic growth and job creation objectives.

milestones, goals and objecti ves; and proper structure for documentationin the above-mentioned areas.


SENIOR DEVELOP~ŒNT SPECIALIST, TR2\DE AND COHHERCE AGENCY

Knowledge of: In addition to the knowledge above, methods andtechniques of program management and evaluation; methods and techniquesof personnel administration, supervision and training; and asupervisor's role in the State's Equal Opportunity Program and theprocesses available to meet equal opportunity objectives.

Abili ty to: In addi tion to the abilities above, plan, organize, directand evaluate the work of others; develop and establish programpriorities, goals and objectives; respect and carry out the wishes ofmanagement; and effecti vely contribute to the Agency's equal opportuni tyobjectives.


Knowledge of: All of the above, and the organization and functionsof the California Trade and Commerce Agency; methods and techniquesof program evaluation and development; principles and practices ofpersonnel administration, supervision and training, and thesupervisor's role as an equal opportunity employer; in addition to theknowledge of the Associate Development Specialist, California Tradeand Commerce Agency, methods and techniques of program management andevaluation; methods and techniques of personnel administration,supervision and training; and a manager's role in the State's EqualOpportunity Program and the processes available to meet equalopportunity objectives.

Ability to: All of the above, and maintain a network of public andprivate organizations; participate in public relations seminars andpresentations; assume lead responsibility as the authority for businessand economic development, investment and trade, and science andtechnology issues; in addition to the abilities of the AssociateDevelopment Specialist, California Trade and Commerce Agency, plan,organize, direct and evaluate the work of others; develop and establishprogram priorities, goals and objectives; follow program guidance frommanagement; respect and carry out the wishes of management; andeffectively contribute to the Agency's equal opportunity objectives.

ALL LEVELS:SPECIAL PERSONAL CHARACTERISTICS

The following special personal characteristics are required: possessneatness of personal appearance; willingness to travel throughout theState; work irregular hours; accept constructive criticism; demonstrateenthusiasm in carrying out assigned tasks; and apply public speakingskills.

ADDITIONAL DESIRABLE QUALIFICATIONS

Preferred additional education includes courses in statistics,mathematics, college composition, speech/oral communications, businesscomposition, and science. Possession of a valid driver license.

ALTERNATE R.,T'iNGECRITERIA 260

ASSISTANT DEVELOPHENT SPECIALIST, CALIFORNIl'rTR,_7'rDEAND COHHERCE AGENCY

Established 3/23/88

When an employee first enters State service in the class of AssistantDevelopment Specialist, California Trade and Commerce Agency, she/heshall be eligible for appointment to a range in terms of the follo~.ingcriteria:

E:lcperiencegained outside Sta:1:£::=S£:E'il:Í:C£=lE:a~:r-e::di:t:cdon] ¥==i-f theappointing pOHer believes the G:lcperienceis satisfactory and comparablein type and quality to that of an Assistant Development Specialist,Galifornia Trade and Commerce Agency, and counting it is necessary forrecruitment.

Range A. This range shall apply to those individuals ¡iho do not meetthe criteria for Range B.

Range B. This range shall apply to persons who have satisfactorilycompleted the equivalent to 12 months of G:lcperienceas an AssistantDevelopment Specialist (Range Al , California Trade and Commerce Pigency;and may apply to persons 'n'hohave the equivalent of 18 months ofsatisfactory professional experience outside of State serviceperforming a combination of analytical, advocacy, research orconsultative economic and business development duties.

When the requirements for the criteria for a range are met and theappointing pmwr so recommends, the employee shall move to theappropriate rate in the higher range under provisions of Section 599.676.

CLASS HISTORY

DateClass Established

DateRevised

TitleChanged

Assistant Development Specialist, 3/23/88California Trade and Commerce

12/19/95 12/19/95

AgencyAssociate Development Specialist, 3/23/88

California Trade and CommerceAgency

Staff Development Specialist, 12/19/95California Trade and CommerceAgency

Staff Development Specialist 12/19/95(Supervisory), CaliforniaTrade and Commerce Agency

Senior Development Speeialist, 3/23/88California Trade and CommerceAgency

Senior Development Supervisor, 12/19/95California Trade and CommerceAgency

12/19/95

12/19/95

12/19/95

12/19/95

SPEC: TOURISM SPECIALIStCALIFORNIA STATE PERSONNEL BOARDSPECIFICATION

TOURISM SPECIALISTSeries Specification

(Established March 23, 1988)

This series specification describes three two levels of line classesused in the Department of Commerce.

SchemCode

ClassCode Class

LT21LT25fr'±!-&§.

55685653~

Assistant Tourism SpecialistAssociate Tourism SpecialistSenior Tourism Specialist


This series specification describes three two classes used by theDepartment of Commerce to promote and enhance tourism developmentactivitip.s in the State of California. Incumbents in these classeswork closely with a wide variety of individuals and organizationsinvolved in tourism/travel promotion and development activities. Therange of contacts include State, Federal and local agencies, conventionand visitor bureaus, chambers of commerce, media personnel, travel andtrade associations, tour operators, travel agents, community groups,businesses, members of the general public and others.

Incumbents plan and implement projects aimed at promoting tourism toand through California; assist communities and local tourism promotionorganizations develop strategies for increasing visitor volume andexpenditures; may develop, review and oversee the distribution ofbrochures, articles, press releases, etc., on tourism-related subjectsincluding California attractions, events, services , facilities, tourismmarketing and public relations; arrange and participate in travel-tradeshows, sales missions, and familiarization tours for journalists, travelagents, and tour operators; provide technical assistance to communi tiesin the establishment of local or regional promotional organizationsand programs; may conduct market research and disseminate data on tourismtrends and the economic impact of travel on the State; furnish visi torswith reliable information about California; and perform other relatedwork as required.

Entry into this series typically comes from college recrui tment sources,the private sector, local tourism organizations, or through relatedState classifications at a lower level.


ASSISTANT TOURISM SPECIALIST

This is the entry, recruiting and first working level of the series.Positions at this level work under general supervision and perform

the subjourney level analytical, advocacy, research and consultativeduties which are necessary to carry out the tourism development functionsof the Department of Commerce. Incumbents are assigned duties andresponsibilities commensurate with their background and training.Positions that do not perform the full range of journey level dutiesmay be permanently assigned to this class.

Work at this level is often characterized by the nonindependentdevelopment and employment of research techniques, analytical studies,and the provision of limited or infrequent consultative services onthe feasibili ty, impact, or promotion of a variety of tourism developmentactivities and programs. The types of analysis, research andconsultative activities performed are of a general rather than aspecialized or highly technical nature. Incumbents may either havefull or limited responsibility for projects or activities. Incumbentsmay occasionally travel to attend or assist with trade shows,conferences, meetings or other activities, as required.

ASSOCIATE TOURISM SPECIALIST

This is the full journey level of the series. Under general direction,incumbents perform a variety of duties including technical research,analytical staff work and regularly provide consultative advice andadvocacy services necessary to carry out the tourism developmentfunctions of the Department of Commerce. Incumbents may serve as aleadperson over lower-level specialists and analysts, or have primaryresponsibility for a major project or activity.

Work at this level is characterized by the independent development andemployment of research techniques, complicated studies, andconsultative services on the feasibility, impact, or promotion of avariety of tourism development activities and programs. The type ofanalysis, research and consultative activities performed are of aspecialized and highly technical nature rather than being general innature. Incumbents may travel frequently and independently representthe Department at trade shows, conferences, meetings, and otheractivities.

SENIOR TOURISM SPECIALIST

This is the full supervisory level. Incumbents supervise a small groupof specialists and/or analysts, act as a program manager and reportdirectly to an Office Director or other person in top management.

positions at this level are in charge of a well established and fullydeveloped departmental program or function. Positions at this levelnormally spend a substantial amount of their time performing&Upervisory, administrative and managerial activities as distinct from

',,'orkinglevel assignments.



Either IExperience: six months of experience performing a combination ofanalytical, advocacy, research and consultative tourism developmentduties such as: developing and/or coordinating visitor informationprograms, tourism marketing plans and strategies; establishing andimplementing public relations and/or promotional campaigns fortourism-related services; researching and analyzing quantitative andqualitative data on tourism trends and market characteristics;participating in travel shows and tourism sales mission; and/ordeveloping and presenting information on tourism issues for publicagencies, trade organizations, industry personnel, and/or consumers.and

Education: Graduation from college, preferably with a major in thefield of Business or Public Administration, Marketing, Communications,Recreation or Tourism. (Additional qualifying experience may besubstituted for the required education on a year-for-year basis.)

Or IIExperience: One year of experience in California state serviceperforming tourism development duties in a class at a level ofresponsibili ty equivalent to a Management Services Technician, Range B.

Or _III_ _ _ __ ~ -~ -~ ---~xperience: Six months of experience in California state serviceperforming tourism development duties in a class at a level ofresponsibility equivalent to a Staff Services Analyst (General), RangeA.


Either IOne year of experience in the California state service performing tourismdevelopment duties at a level of responsibility equivalent to that ofan Assistant Tourism Specialist, Range B.

(Promotional candidates who are within six months of satisfying theexperience requirements for this class will be admitted to theexamination, but they must fully meet the experience requirements beforebeing eligible for appointment.)

Or IIExperience: Three years of experience performing a combination ofanalytical, advocacy, research, and consultative tourism developmentduties such as: developing and/or managing visitor informationprograms; preparing tourism marketing plans and strategies;establishing and implementing public relations and/or promotionalcampaigns for tourism-related services; researching and analyzingquantitative data on tourism trends and market characteristics;coordinating and participating in travel trade shows and tourism salesmission; and/or developing and presenting information on tourism relatedissues for public agencies, trade organizations, and/or consumers.

and

Education: Graduation from college, preferably in the field of BusinessAdministration, Public Administration, Marketing, Recreation,Communications, or Tourism. (Additional qualifying experience may besubstituted for the required education on a year-for-year basis.) (Amaster's degree in any of the above fields may be substituted for oneyear of the required experience.) (A doctoral degree in any of theabove fields may be substituted for an additional six months of therequired experience.)


Either IOne year of e),perience in the California state service performing tourismdevelopment duties at a level of responsibility equivalent to that ofan Associate Tourism Specialist.

Or IIExperience: Four years of experience performing a combination ofanalytieal, advoeacy, research, and consultative tourism developmentduties such as: developing and/or managing visitor informationprograms; developing tourism marketing plans and strategies;establishing and implementing public relations and/or promotionalcampaigns for tourism related services; researching and analyzingquantitative and qualitative data on tourism trends and marketcharacteristics; coordinating and participating in travel sho1JS andtourism sales mission; and/or developing and presenting information

.._ontouEism issues f-or=publi-cag.cn.eies,trade orgüflizati-Qns, and!-€Hiconsumers. This experience must include or be supplemented by at leastone year of supervisory/managerial m'perience. and

Education: Graduation from college, preferably in the field of BusinessAdministration, Public Administration, Harketing, Recreation,Communications, or Tourism. (Additional qualifying experience may besubstituted for the required education on a year for year basis.) (Amaster's degree in any of the above fields may be substituted for oneyear of the required e)'perience.) (A doctoral degree in any of theabove fields may be substituted for an additional si),months of therequired experience.)



Knowledge of: A basic knowledge and understanding of tourismdevelopment and promotional activities in California including tourismindustry conditions, travel trends, California geography, cultures andtourist attractions, and the economic impacts of tourism; theinterrelationship and functions of public and private sectororganization whose actions impact the tourism/travel industry;principles, methods and techniques used in tourism marketing,promotional and public relations, local tourism development, tourpackaging, and tourism event development and coordination; and research,analysis, consultation, advocacy and technical assistance methods andtechniques used in securing, developing or providing tourism and visi tor

related information.

Ability to: Effectively develop and present ideas, opinions andinformation both orally and in wri ting demonstrating good organizationalskills and grammatical accuracy; analyze, evaluate and interpretinformation and situations effectively; identify available alternativesand recommend courses of action demonstrating initiative, creativity,and flexibility; assume the role of ombudsman for the tourism industry;assist in the development, coordination, and implementation oftourism-related events; assist in the development and production oftourism-related promotional materials, statistical data, and othercollateral information; respond to request for technical/ marketingassistance and visitor information; and follow instructions in anefficient and timely manner.


Knowledge of: In addi tion to the above, a well developed current workingknowledge of tourism development and promotional activities inCalifornia such as those listed above; issues, concerns and impedimentsaffecting tourism development; and the Department's role in tourismdevelopment.

Ability to: In addition to the above, plan, develop', coordinate, andimplement tourism-related events; effectively represent the Departmentas a spokesperson at such events and follow up on contacts made at theseevents; plan, prepare and conduct travel surveys; determine tourism

... deYel.opment_ne.eds_and_the_p_o_ten.tial_o_f_communLtie.s-and-co=op-P-X'oposals;-----through research, analysis and field investigatj.ons; workindependently; and act in a lead capacity over lower-level staff.


KnO'i?ledgeof: In addition to the Associate Tourism Specialist, methodsand techniques of program management and evaluation; methods andtechniques of personnel administration, supervision and training; anda supervisor's and manager's role in the Department's Affirmative ActionProgram and the processes available to meet affirmative actiono~jective.

Ability to: In addition to the Associate Tourism Specialist, plan,organize, direct and e'v'aluatethe 'dorleof others; respect and carryout the "ishes of management; and effectively contribute to the-Department's affirmative action objectives.


ALL LEVELS:

The following special personal characteristics are required: possessneatness of personal appearance; willingness to travel; acceptconstructive criticism; demonstrate enthusiasm in carrying out assignedtask; and respect opposing views and attitudes.

CLASS HISTORY


Assistant Tourism Specialist 3/28/79 3/23/88 3/23/88Associate Tourism Specialist 3/28/79 3/23/88 3/23/88Senior Tourism Specialist 3/23/88

ALTERNATE R.'\NGECRITERIA 261

When an emplo,yee first enters State service in the class of PrssistantTourism Specialist, she/he shall be eligible for appointment to a rangein terms of the following criteria:

Experience gained outside State service may be credited only if theappointing pO~v'Crbelieves the experience is satisfactory and comparablein type and quality to that of Assistant Tourism Specialist and countingit is necessary for recruitment.

Range A. This range shall apply to those individuals who do not meetthe criteria for Range B.

Range B. This range shall apply to persons ,tho have satisfactorilycompleted 12 months of e2Cperience as an Assistant Tourism Specialist(Range Al and may apply to persons who have the equivalent of 18 monthsof professional e)cperience Q:u't:frid£~L:St-atesend££ pc::r_:E::o:rmingacombination of analytical, advocacy, research or consultative, tourismdevelopment duties.

SPEC: EDUCATION AND OUTREACH SPECIALIST, SUPERVISORCALIFORNIA STATE PERSONNEL BOARDSPECIFICATION

Schematic Code: MAlOClass Code: 7371Established: 3/3/92Revised:Title Changed:

EDUCATION AND OUTREACH SPECIALISTEDUCATION AND OUTREACH SUPERVISOR

Series Specification(Established March 3, 1992)

SCOPEDEFINITION

This series specification describes a classe-s-at the Franchise Tax Boardin which incumbents plan, develop, organize, coordinate, evaluate, andrecommend changes to ongoing taxpayer education and outreach programs;identify, develop, market and present new programs; a!:l_c::l_re~earºhL_

----analyze ana edit technical tax law information for publication; andperform other related work.

DEFINITION OF SERIESTYPICAL TASKS

Under general direction, incumbents in this series full journey levelclass are responsible for a broad variety of taxpayer education andoutreach programs. Incumbents develop and coordinate annual plans forongoing programs; identify, develop, market, implement and evaluatenew taxpayer education and outreach programs; coordinate with variousFederal and State agencies, educational institutions and volunteergroups for facilities, staff and services; develop, prepare and/or edita broad variety of wri tten text including manuals, textbooks and trainingguides; identify current and potential tax issues for future educationand outreach programs; solicit and edit technical tax articles forpublication in various brochures, pamphlets and newsletters; designand write all advertising material; develop and enforce editorial andformat policies and procedures for the written text of education andoutreach publications; budget and allocate funds received for alleducation and outreach programs; assist in the management andaccountabilí ty of fees from participants in education programs; assistin the recruitment and training of volunteer workers; develop trainingprograms and train speakers, technical writers, trainers, facilitatorsand other related staff for taxpayer education and outreach programs;negotiate, prepare and monitor contracts with hotels, satellitecompanies, printers and other suppliers of services and supplies

necessary for putting on conferences and other education and outreachprograms; coordinate the publication and distribution of manuals;evaluate and make recommendation for changes to programs; andparticipate or act as a team leader or coordinator for education andoutreach programs.

Sehern8e-àe

ClassCode Class

Education and Outreach SpeeialistEducation and Outreach Supervisor

ENTRY INTO CLASS SERIES

Entry into this class series is typically through the general StaffServices Analyst series.

FACTORS l'rFFECTINGPOSITION ALLOCATION

Factors include the level, variety and compleHity of the "orleperformed;independence of action, direction and supervision received; and scopeand level of contacts.


EDUCPrTION AND OUTREACH SPECIALIST

!j_:.llsis the full j ourney level. Under general direction, incumbentsperform the full range of duties for the class series, inclu~more varied, responsible, difficult, technical and analytical worle.

EDUCATION mm OUTREACH SUPERVISOR

This is the ';Jorkingsupervisory level. Incumbents at this levelsupervise a minimum of three professional Education and OutreachSpecialists and Staff Services Analysts in the design, development,coordination and presentation of the Board's tmcpayer education andoutreach programs. Personally develops, plans and coordinates the mostcompleJ( and sensitive taxpayer education programs.


EDUCATION AND OUTREACH SPECIALIST

Either IOne year df experience in the California state service performing dutiesrelated to developing, marketing, implementing and evaluating a publiceducation or outreach program in a class at a level of responsibilityequivalent to Staff Services Analyst, Range C.

Or IIGraduation from college with a degree in journalism, English,communications, marketing or public relations; and one year of work

experience developing or marketing education or informational programs,including developing curriculum and text material, or planning andimplementing an advertising campaign, or organizing and coordinatingthe program; or one year of research work related to the developmentand writing of policy papers for distribution to groups representinga variety of education and reading levels.

EDUCATION AND OUTREACH SUPERVISOR

Either IOne year of e]~erience in the California stat~ service performingprofessional education or community outreach program duties in a classwith a level of responsibility equivalent to an Education and OutreachSpecialist.

Craduation from college yvith a degree in journalism, English,communications, marketing or public relations and bro years of 'dorkeEperience in developing or marketing education or informationalprograms, including developing curriculum and teEt material, orplanning and implementing an advertising campaign, or organizing andcoordinating t~e program; or two years of research work related to thedevelopment and writing of policy papers for distribution to groupsrepresenting a variety of education and reading levels.

Or II


EDUCATION AND OUTREACH SPECIALIST--- --- ----------------------------------------_-----------_------------------------------

Knowledge of: Program development and marketing; marketing techniques;editing/rules and procedures; modern English usage; grammar andspelling; techniques of writing for publication.

Ability to: Effectively develop, market and present programs designedto educate and assist taxpayers; analyze, evaluate and interprettechnical task issues and effectively communicate the issuesdemonstrating good organization skills; demonstrate initiative andflexibility to meet changing priorities and time schedules; negotiateeffectively and meet workload schedules.

EDUCATION AND OUTREACH SUPERVISOR

Knovvledge of: In addition to the above, methods and techniques ofsupervision and training; the Department's affirmative actionobjectives; and a supervisor's role in the Department's AffirmativeAction Program and the proçesses available to meet affirmative actionobjectives.

l'rbilityto: In addition to the above, effectively plan, o;r;ganize anddirect the 'dorkof others; and effectively contribute to the Department'saffirmative action objectives.

CLASS HISTORY

Glass-8a-t=:-e

Bstablished

Bducation and Outreach SpecialistBducation and Outreach Supervisor

3/3/923/3/92

-8a-t=:-eRevised

TitleGhanged


VOCATIONAL INSTRUCTOR(VARIOUS SPECIALTIES)Series Specification

(Established December 19, 1968)

SCOPE

This specification describes positions that are primarily concernedwith providing instruction in trade and vocational subjects to, andparticipating in the rehabilitation of patients or clients in Statehospitals and developmental centers, or in the Department ofRehabilitation's Orientation Center for the Blind. Specific classeshave been established for the following specialties:


E-8-+-8- ~EB-S-3- ~ED93 7585EF03 7586

- - --~---~-

EF2':l 7587EG30 2372~ +§-8..9.EH33 7590EH84 7592

Class

Vocational Instructor (Barbershop Practices)*Vocational Instructor (Building Maintenance)Vocational Instructor (Carpentry)Vocational Instructor (Computer and Related

- ---'I'eGfH-le.1e t;j-ies+ ----- - ---------------- --- -------.Vocational Instructor (Culinary Arts)Vocational Instructor (Industrial Arts)Vocational Instructor (Janitorial 8ervice)Vocational Instructor (Mill and Cabinet Work)Vocational Instructor (Printing/Graphic Arts)

JOB DESCRIPTION

Incumbents in these specialty classes assist patients or clientsresiding in State hospitals and developmental centers, or in theDepartment of Rehabilitation's Orientation Center for the Blind,prepare to become productive and contributing members of society bytraining them in a trade or the vocational skills necessary to gainemployment and by assisting these individuals in developing sociallyacceptable attitudes and interests. The instructors give bothindividual and group instruction and participate as members of aninterdisciplinary treatment team. Instructors supervise the conductof patients or clients while in the classroom or shop and may becalled upon to assume general custody responsibilities in time ofemergency.

* This class has special requirements ".hich are mcplained under the"Minimum Qualifioations" seotion of this specification.

Vocational Instructor (Various Specialties) Series -2-

JOB DESCRIPTION

Incumbents in these specialty classes assist patients or clientsresiding in State hospitals and developmental centers, or in theDepartment of Rehabilitation's Orientation Center for the Blind,prepare to become productive and contributing members of society bytraining them in a trade or the vocational skills necessary to gainemployment and by assisting these individuals in developing sociallyacceptable attitudes and interests. The instructors give bothindividual and group instruction and participate as members of aninterdisciplinary treatment team. Instructors supervise the conductof patients or clients while in the classroom or shop and may becalled upon to assume general custody responsibilities in time ofemergency.

The using departments have differing programs and, therefore, placeemphasis on differing duties, but in general, the instructor has animportant role in the total rehabilitation process, as well as inteaching the skills which will train the individual for occupationalopportunities in a specialty field. The instructor's tasks include:planning, assigning, and supervising the work of patients or clients;

_maint.a.i.ni.nq.ccont;no.Lrand __di sci-p-li-ne---i-:r:J.~t-h@--Gl-as,g-¡;GGm-G-r----8-hGF>+-~------ --controlling all materials and equipment which may be used as potentialweapons; preparing course work and daily lesson plans; counselingpatients or clients as to their progress in the instructional programand working with the patient or client in establishing and meetingeducational or vocational rehabilitative needs and goals;participating in program evaluation; participating in Trade AdvisoryCommittee meetings; and performing other related duties.

Instructors may be assigned as relief instructors in specialties otherthan those for which they have been hired. In addition, instructorsmay work with treatment teams which combine the services of custody,academic, vocational, psychiatric, and casework personnel. Theinstructor provides information of an educational nature which willassist other members of the treatment team to better determine eachpatient's or client's treatment needs. Once a treatment plan isdeveloped, the Vocational Instructor, through the classroomcurriculum, provides the types of experiences which are compatiblewith this plan.


Credential: Possession of a valid California teaching credentialwhich authorizes the holder to teach, on a full-time basis, avocational course in the appropriate subject specialty or IndustrialArts subspeciality. Applicants who do not possess this credential maytake the examination, but must meet the requirements and have an


application on file with the Commission on Teacher Credentialing forthe appropriate credential before an appointment can be made and mustsecure the credential within 120 working days after appointment.After issuance, the credential must be maintained by completion of anyrequired examinations or course work.


ALL INSTRUCTORS:

Must be willing to continue their educational development; work in aState hospital and developmental center, or in the Department ofRehabilitation's Orientation Center for the Blind; participate ingroup-oriented treatment programs; maintain a sympathetic andobjective understanding of patients or clients in a State hospital ordevelopmental center; maintain high standards of morals and speech;and demonstrate tact, patience, and emotional stability.

ADDITImJAL REQUIREHENT8

BI\RBER8HOP PR}'rCTICE8

Applicants for the Barbershop Practices' class m~)-f:ltpossess a BarberInstructor license issued by the California Board of Barber Examinersin addition to meeting the General Hinimum Qualifications patternlisted.


ALL INSTRUCTORS:

Knowledge of: The methods, materials, tools, machines, equipment, andsafety principles involved in teaching a particular vocationalspecialty. In addition, candidates must be willing to learn theprinciples, methods, practices, current developments, and trends invocational education.

Ability to: Perform the duties of a journeyperson in the field oftheir specialty. Instructors must also have the ability to provideleadership and motivation to patients or clients of State hospitalsand developmental centers, or in the Department of Rehabilitation'sOrientation Center for the Blind; teach and supervise theseindividuals; work effectively with other disciplines; read and usedrawings and sketches; estimate and order supplies; analyze situationsaccurately and take effective action; maintain fair and firmdiscipline; and keep records and prepare reports.


DRUG TESTING REQUIREMENT

VOCATIONAL INSTRUCTOR (INDUSTRIAL ARTS), DEPARTMENTS OF MENTAL HEALTHAND DEVELOPMENTAL SERVICESVOCATIONAL INSTRUCTOR (UPHOLSTBRING)

Applicants for positions in this class are required to pass a drugscreening test. Testing of current employees who are applicants in anexamination or who are transferring is permitted only if the persondoes not have a current appointment to a class for which drug testingis a requirement.

CLASS HISTORY

ClassDate

EstablishedDate

RevisedTitle

Changed

Vocational Instructor (Baking) 7/23/91Vocational Instructor (Barbershop 7/23/91

Practices)Vocational Instructor (Building 7/23/91

Haintenanee)--.-~------~Vô-e-a-t:--i:-ô-n-a--l--I-ns-t-r-uet-C)-r--(-e-a-rpe-n-t-ry-)-9-/-'2:-3-l9-1---~- --------------~~---- - ~.---- --

Vocational Lris t.ruct.o.r (Computer 7/23/91and Related Technologies)

Vocational Instructor (Culinary 7/23/91Arts)

Vocational Instructor (Industrial 5/22/53 7/23/91 12/19/68Arts)

Vocational Instructor (Janitorial 7/23/91Service)

Vocational Instructor (Mill and 7/23/91Cabinet Work)

Vocational Instructor (Printing/ 7/23/91Graphic Arts)


COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARDSeries Specification

(Established September 19, 1989)

SCOPE

This series specification describes ~ three ComplianceRepresentative classifications used for positions with professional orsupervisory responsibilities in the enforcement program of theFranchise Tax Board.


JI96 8619

JI94 8620

~ -8-6U

JI90 8622-----_ -----~---~-_.-

Class

Compliance Representative, Franchise TaxBoard

Senior Compliance Representative, FranchiseTax Board

Supervising Compliance Representative,Franchise Tal[ Board

Principal Compliance Representative,.~--- --Frêfm::hi-s-e-TâX-B1)arâ--~-----·_-.-------.--~------------.----.-----------..


il

Compliance Representatives, Franchise Tax Board, provide assistance toindividuals, business entities, or taxpayers to ensure compliance withCalifornia laws, collect delinquent taxes or other debts, and performa variety of compliance and collection functions. Senior ComplianceRepresentatives, Franchise Tax Board, perform complex compliancefunctions for a specialized workload and resolve complex fieldcollection cases. The Supervising Compliance Representative,Franchise Tax Board, supervises professional, paraprofessional, andclerical employees. The Principal Compliance Representatives,Franchise Tax Board, perform as highly skilled technical experts onthe most complex projects regarding statewide compliance practices andpolicies.

ENTRY LEVEL

Entry into this series is at the Compliance Representative, Franchise.Tax Board, classification:

Compliance Representative, Franchise Tax Board, Series -2-


COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARD

This is the recruiting/training and journey level in this series.Under close supervision, incumbents learn all phases of debtcollection or tax compliance, law, rule, and regulationadministration; perform all aspects of compliance work; and performtechnical, staff, or administrative functions related to theenforcement program. Incumbents may also act in a lead capacity forparaprofessional staff.

SENIOR COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARD

This is the advanced journeyperson level. Under general supervision,independently performs complex compliance activities such as providingtechnical support to collection staff to resolve complex technical andlegal collection issues, for example, orders of examination, offers-in-compromise, objections to claims, etc.; analyzing and makingrecommendations on legislation; approving and issuing illegal activityassessments; acting in a lead capacity for Compliance Representatives,

__ which I1lª_y_ingludEL_Tax Technicians or other lower ;Leyel sta_fL; and _performing technical, staff, or administrative functions related tothe enforcement or other departmental programs.

positions are found in the central office where (1) the workloadpermits specialization and concentration within a workload of complexactivities; or (2) incumbents act in a lead capacity for a group ofCompliance Representatives, which may include Tax Technicians, for akey compliance activity. positions are found in district officeswhere incumbents (1) resolve complex field collection cases; or (2) ina small district office, act in a lead capacity· for ComplianceRepresentatives and other lower level personnel involved inenforcement activities.

SUPERVISING COHPLIANCE REPRESENTATIVE, FRZ\NCHISE TAX BOl'rRD

This is the supervisory level. Under general supervision, typicallysupervises either: (1) a small staff (4 to 6) of ComplianceRepresentatives, Franchise Ta" Board, performing compliance duties ina district office; or (2) a medium sized staff (7 to 15) of ComplianceRepresentatives, Franchise TaJe Board, TaJe Technicians, Franchise TaxBoard, technical, and clerical personnel performing headquartersoffice compliance duties (a smaller staff size ';Jouldinclude a higherratio of professional staff to technical/clerical staff); or (3)performs an equivalent level of duties in a headquarters support orstaff setting and supervises a small staff of professional andclerical employees.


PRINCIPAL COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARD

A limited number of positions exist at this level. Acts as a highlyskilled independent technical expert on the most sensitive and complexprojects pertaining to statewide compliance practices, policies, andlegal issues. Responsibilities include program development,evaluation, and/or recommendation of policies and procedures forcollection and legal issues on such matters which can include nomineeliens, charging orders, seizure and sale of real property, alter ego,offers in compromise, trusts, and bankruptcy; acting as a liaison withlegal on appeal cases before the Board of Equalization; the analysisand development of legislative changes; and the planning, development,and evaluation of the statewide collection and filing enforcementprograms and automated systems.



Either ISix months of experience in the Franchise Tax Board performing tax

- _u_-compriance or-cI"e:5t-coTIectlonduties as a Tax Technfcian, Range B,Franchise Tax Board.

Or IIOne year of experience in the Franchise Tax Board performing taxcompliance or debt collection duties in a class equivalent in level toTax Program Technician I.

Experience: One year of experience, or the equivalent, in one or acombination of the following:

Or III

1. Management activities, as owner or manager of a business, in themarketing, distribution, and sale of merchandise, which requiresbroad public or customer contacts. or

2. Activities as a credit manager, loan officer, or collector withresponsibilities involving the approval of loans or credit or thecollection of delinquent accounts. or

3. Tax compliance or debt collection experience in a governmentalagency comparable in responsibility to that of a Tax Technician,Franchise Tax Board, in the California state service.

andEducation: Equivalent to completion of 60 semester or 90 quarterunits of college, which must include at least one course each in basicaccounting or Federal or State taxation and business or commerciallaw. Students who have completed at least 30 semester or 45 quarterunits of college will be admitted to the examination, but must produceevidence of completion of the 60 or 90 units before they can be


considered eligible for appointment. (Applicants must indicate thefollowing regarding the required courses: title, number of units,name of institution, and completion date.) Additional experience maybe substituted for the required general education on the basis of oneyear of experience being equal to 30 semester or 45 quarter units. Nosubstitution is permitted for the specific course work required.

Or IVEquivalent to graduation from college, which must include at least onecourse each in basic accounting or Federal or State taxation andbusiness or commercial law; and one course in either economics,business administration, or public administration. (Registration as asenior in a recognized institution will admit applicants to theexamination, but they must produce evidence of graduation or itsequivalent before they can be considered eligible for appointment.)(Applicants must indicate the following regarding the requiredcourses: title, number of units, name of institution, and completiondate. )

Persons who will complete course work requirements outlined underPatterns III and IV above during the current quarter or semester willbe admitted to the examination, but they must produce evidence ofsuccessful completion of the curriculum and the prescribed coursesbefore they may be considered eligible for appointment.

-------- ---

SENIOR COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARDSUPERVISING GOHPLIANGE REPRESENTATIVE, FRIYNCHISE TAX BOARD

Either IOne year of experience in the California state service performing' theduties of a Compliance Representative, Franchise Tax Board, Range C.

Or IIFour years of professional experience interpreting and administeringlaws related to tax law compliance or debt collection work, at leastone year of which shall have involved performance of the mostdifficult assignments. (Experience in the California state serviceapplied toward this pattern must include one year at a levelequivalent to Compliance Representative, Franchise Tax Board,Range C.)


Either IOne year of experience in the California state service performing theduties of a Senior Compliance Representative or Supervising ComplianceRepresentative, Franchise Tax Board.

Or IIExperience: Four years of professional experience interpreting andadministering laws related to tax law compliance or debt collectionwork, at least one year of which shall have involved performance of


the most difficult assignments. (Experience in the California stateservice applied toward this pattern must include one year at a levelequivalent to Senior Compliance Representative or SupervisingCompliance Representative, Franchise Tm, Board.)

- andEducation: Equivalent to graduation from college, which must includeat least one course each in basic accounting or Federal or Statetaxation and business or commercial law; and one course in eithereconomics, business administration, or public administration.Additional experience may be substituted for the required generaleducation on the basis of one year of experience being equal to 30semester or 45 quarter units. No substitution is permitted for thespecific course work required. (Registration as a senior in arecognized institution will admit applicants to the examination, butthey must produce evidence of graduation or its equivalent before theycan be considered eligible for appointment.) (Applicants mustindicate the following regarding the required courses: title, numberof units, name of institution, and completion date.)



Knowledge of: Basic accounting practices; types of businessorganizations; basic business practices and management; and commerciallaw.

Ability to: Apply the required knowledge; communicate effectively;interpret and apply provisions of California laws, rules, andregulations administered by the Franchise Tax Board; analyzesituations accurately and take effective action; and use tact and goodjudgment in dealing with the public under stressful conditions.

SENIOR COMPLIANCE REPRESENTATIVE, FRANCHISE TAX BOARD

Knowledge of: In addition to the above, provisions of California'sPersonal Income Tax and Bank and Corporation Tax Laws; compliance andenforcement techniques and procedures; rules of evidence, preparationof evidence, and court procedures; interviewing techniques; methodsused by violators in evading liabilities; investigation techniques andsources of information used in locating persons; methods used andremedies available for the collection of delinquent taxes or otherdebts; and functions of Federal, State, and local tax, regulatory, andcompliance 'enforcement agencies.

Ability to: In addition to the above, independently conduct complexinvestigations and detect or verify suspected violations; andestablish and maintain cooperative relationships with law enforcementagencies and others contacted in the work.


SUPERVISING COHPLIANCE REPRESENT1'rTIVE, FRZ\HCHISE TAX BOARD

Knovvledge of: In addition to the above, principles, practices, andtrends of public and business administration; principles andtechniques of personnel management, supervision, and employer employeerelations; the Franchise Tax Board's Affirmative Action Programobjectives; a manager's role in the Affirmative Action Program and theprocesses available to meet affirmative action objectives; anddepartmental administrative goals.

Ability to: In addition to the above, plan, organize, and direct the'dorleof others; develop the sleills and abilities of subordinate staff;resolve comple2' supervisorial and managerial problems; and effectivelycontribute to the Franchise Tax Board's affirmative action objectives.


Knowledge of: In addition to the required knowledge of the SeniorCompliance Representative, Franchise Tax Board, provisions ofCalifornia's Personal Income Tax and Bank and Corporation Tax Laws,

-----------~eacral-'--ana---sUft.E3TommercTâT1Jaws, Federal Income Tax Laws, and."l"~lated legal opinions and court decisions; compliance and enforcementtechniques and procedures; general principles of automated dataprocessing as related to enforcement automated systems; and methodsused in attempting to evade provisions of the law.

Ability to: In addition to the required abilities of the SeniorCompliance Representative, Franchise Tax Board, apply complianceprocedures and/or the provisions of the relevant law, legal opinionsand court decisions, and departmental policies; establish and maintaincooperative working relations with those contacted during the courseof work; analyze situations accurately and adopt an effective courseof action; reason logically and creatively in unique situations; andcommunicate effectively.


ALL LEVELS:

Willingness to work long and irregular hours and in various locationsthroughout the State, and havc keenness of observation, persistency,imagination and tact.


CLASS HISTORY

ClassDate Date Title

Established Revised Changed

9/19/89 3/18/97 6/7/95

9/19/89 6/7/95 6/7/95

9/19/89 6/7/95 6/7/95

9/19/89 6/7/95 6/7/95

Compliance Representative,Franchise Tax Board

Senior Compliance Representative,Franchise Tax Board

Supervising ComplianceRepresentative, Franchise TaxBoard

Principal ComplianceRepresentative, Franchise TaxBoard


EMPLOYMENT DEVELOPMENT SPECIALISTSeries Specification

(Established February 7, 1979)

SCOPE

This series specification describes classes used in the EmploymentDevelopment Department to perform a wide variety of technicalUnemployment Insurance and Job Services Program development andevaluation work as staff support to departmental line programs.Positions exist in administrative offices of the field operationsprogram and in central office to provide area and statewide planning,program and systems analysis, procedure development and evaluation fora variety of programs and program components, including: JobServices, Client Job Search Assistance, Special Programs for Youth,Older Workers and the Disadvantaged, Alien Certification, BenefitPayment Controls, Unemployment Insurance Claims, Adjudication, AppealsProcesses, and others. Many of these jobs include responsibility forpolicy formulation, interpretation, and dissemination of a full rangeof Unemployment Insurance and Job Services related issues. Somepositions exist for administrative support in the areas of program

- --- budq Elt-i-ng r=: p e-r's GHIle-l--managemeIl-t--- a-IlQ--oS-"&a -f-f-i-ng-,-- a-Ild--s-:r-a-i ni-ng ---des-i-gB.-.-- _.-_.-

Entrance into the series is from the Employment Program Representativeclass.

SOffieassignments may require travel.

Positions in these classes are not designated as management orsupervisory, although incumbents may occasionally act as "leadpersons"performing such functions as training new staff or reviewing theassignments of other staff. Such "leadpersons" have dutiessubstantially similar to those of their co-workers and they do nothave the authority in the interest of management to hire, transfer,suspend, layoff, recall, promote, discharge, assign, reward,discipline, or responsibly direct other employees, or to adjust theirgrievances, or effectively recommend such actions.

Schem ClassCode Code ClassWB68 9204 Employment Development Specialist IWB66 9216 Employment Development Specialist IIWB-6-4 -9-2-±-§- Employment Development Specialist III

Employment Development Specialist Series -2-


EMPLOYMENT DEVELOPMENT SPECIALIST I

This is the recruitment, training, and first working level in theseries. Under close supervision, incumbents develop analyticalskills, participate in policy and procedure formulation; gather andanalyze data; consult. with field and other departmental personnel indisseminating and securing necessary information; and prepare reportsand correspondence on technical Unemployment Insurance or Job Servicesissues, problems, and concerns. Work on the development ofguidelines, training coursesL and other tools and materials to assistField Office Management in the administration of the Department'sUnemployment Insurance and Job Services Programs. This classificationmay be used in the field offices to act in a lead capacity and train,monitor, and direct staff and office operations; and may serve as atechnical specialist in a major program or technical area, such 'as,determinations, appeals, overpayments, or call processing (regionalcenter) .

EMPLOYMENT DEVELOPMENT SPECIALIST II

This is the full journey level in the series. Incumbents perform themo ce difficult and complex technical work with a minimum ofsupervision. May be assigned total responsibility for a specificproject having area or statewide impact. Formulate policies andprocedures and make recommendations to management on the full range ofUnemployment Insurance and Job Services' issues, problems and concernsand prepare reports and correspondence in these same areas. As atechnical expert in a particular program area, may act in a consultingcapacity to the field and other departmental staff by providingproblem-solving advice and program information. May have area orstatewide responsibility for coordinating activities in a particularprogram or program area ensuring consistent application of policies,procedures, and standards. Conduct Field Office evaluations analyzingField Office effectiveness in terms of production and overallaccomplishments in meeting program and administrative goals andobjectives.

As a full journey level specialist, may provide assistance to lowerlevel specialists by responding to-technical questions, providingfeedback on assignments, and instructing them on data collection,information gathering and dissemination, report and correspondencepreparation, and other aspects of program support work. TheseresponsibilIties are always performed in conjunction with a workingassignment and should not constitute a major part of an employee'stime.


EHPLOYHENT DEVELOPHENT SPECIALIST III

A limited number of positions at this level eldst statmvide.Incumbents: (a) function as ongoing interbranch, braneh specific, orinterdivisional projeet leaders, coordinating the worle of others.through task force type organizations. This leadership role must beaccompanied by a role as a highly skilled, independent consultant Hiththe ability to act authoritatively in a functional specialty; or (b)function as a recognized technical authority in a Job Services orUnemployment Insurance program area of elCtreme sensitivity. Hay haveongoing coordinating responsibility over other analysts and/orevaluative responsibility over projects which may have statewideimpact. They may be responsible for writing project charters,establishing resource needs, determining the staff skills necessary,deciding the project duration and delineating the roles andresponsibilities of the project participants; or (c) are responsiblefor the effective resolution of a broad range of governmentalproblems. They may conduct and/or review analytical studies andsurveys; formulate procedures, policies and program alternatives; makereeommendations on a broad spectrum of administrative and programrelated problems; review and analyze proposed legislation and advisemanagement on its impact or potential impact; and do other relatedHorJe.--~~- -- -~~---


EMPLOYMENT DEVELOPMENT SPECIALIST I

Either ITwo years of experience in the California state service performing theduties of an Employment Program Representative or Employment ProgramCounselor.

(Candidates who are within six months of the required experience willbe admitted to the examination, however, they must complete all of therequired experience before being considered eligible for appointment.)

Or IIEducation: Completion of 60 semester units or 90 quarter units ofcollege course work including 18 semester units or 27 quarter units inat least three of the following subjects: English, businessadministration, information technology, economics, publicadministration, sociology, psychology, ethnic studies. and

Experience: Twq years of public contact experience providing servicesor information.

(Experience in the California state service applied toward thispattern must include at least two years of experience performing theduties of an Employment Program Representative.)



Either IOne year of experience in the California state service performing theduties of an Employment Development Specialist I, Range B, orEmployment Program Supervisor II.

(Candidates who are within six months of the required experience willbe admitted to the examination, however, they must complete all of therequired experience before being considered eligible for appointment.)

Or IIEducation: Completion of 60 semester units or 90 quarter units ofcollege course work including 18 semester units or 27 quarter units inat least three of the following subjects: English, businessadministration, information technology, economics, publicadministration, sociology, psychology, ethnic studies. and

Experience: Three years of public contact experience providingservices or information.

(Experience in the California state service applied toward this._-Pßttarrr.muat _in_c_lude_at_l eaat;__one_¥_ear__.o.f. expe.r i,enc_e__pe.nf.o.rminqct.he----- -

duties of an Employment Development Specialist Ir Range B.)

EBPLOYBENT DEVELOPHENT SPECIALIST III

Either IOne year of experience in the California state service performing theduties of an Employment Development Specialist II, or EmploymentProgram Banager I in the Unemployment Insurance or Job Servicesprograms. (Candidates '"ho are ",ithin sÜí:months of completing therequired experience 'dill be admitted to the examination, hO'o<'Cver,theymust complete all of the required m'perience before they can beconsidered eligible for appointment.)

Or IIOne year of increasingly responsible management, planning, policydevelopment, program evaluation, or related analytical experience inOperations Branch (either one of the Central Office Divisions or AreaOffices) at a class with a level of responsibility not less than thatof Employment Development Specialist II.

Or IIIFive years of broad public policy experience in the fields ofemployability, economic development or social programs. Four years ofthe required experience must have been in an analytical staffcapacity.


(EJeperience in the California state serviee applied tOHard thispattern must include at least one year of Cl.perience performing theduties of a class with a level of responsibility equivalent to that ofEmployment Development Specialist II.)


:Mdr BOTH LEVELS:

Knowledge of: Provisions of the Unemployment Insurance Code;Department of Labor and State rules, regulations, policies, andprocedures of the Job Services and Unemployment Insurance programs;and principles and practices of program administration and supportservices.

Ability to: Gather and analyze data; communicate effectively, prepareand make presentations; reason logically and think creatively; developand maintain cooperative relationships with Field Office managementand staff as well as other contacts both inside and outside theDepartment; and think analytically.


Knowledge of: Budgets, personnel, systems analysis, planning andprogram evaluation, procedure development and project w6rk.

Ability to: Work independently.

EHPLOYHENT DEVELOPHENT SPECIALIST III

Knowledge of: Basic understanding of State and Federal fundingmechanisms; automated systems and their applications as they relate toUnemployment Insurance, Job Services, and other Operations Branchprograms; the broad spectrum of Employment Development Departmentprograms, services and support systems including business services,fiscal, personnel, legislative liaison, marketing, and labor marketinformation; and Total Quality Hanagement procedures and applications.

Ability to: Foster and maintain effective T,wrking relationships 'dithboth internal and eJeternal customers; gather and analyze data;formulate, implement, and evaluate programs and reason logically inmeasuring and improving Employment Development Department services;use computer soft~vare programs; employ project management techniques;prepare reports and present recommendations to management; and plan,organize and direct the work of others.

Employment Development Specialist Series

Class

CLASS HISTORY

Date Date TitleEstablished Revised Changed

2/7/79 6/7 /95

2/7/79 6/7 /95

2.F¡.F:t9 6·FU9§

Employment DevelopmentSpecialist I

Employment DevelopmentSpecialist II

Employment DevelopmentSpecialist III

-6-


DISABILITY INSURANCE SPECIALISTSeries Specification

(Established February 7, 1979)

SCOPE

This series specification describes classes used in the EmploymentDevelopment Department to perform a wide variety of technicalDisability Insurance Program development and evaluation work.Positions may exist in field offices, area offices, and central officeto provide regional and statewide planning, program and systemsanalysis, and procedure development for the State's DisabilityInsurance Program. Many of these jobs include responsibility forpolicy formulation, interpretation, and dissemination on a full rangeof Disability Insurance issues. Some positions exist in the fieldoffices, area offices, and central office levels as administrativesupport in the areas of program budgeting, resource allocation,personnel management and staffing, training design and instruction,premises pl~nning, vendor contracts, and performance measuresanalysis.

Entrance into these classe-s is from- the Dis-ability Insura-nce ProgramRel "esentative and Disability Insurance Program Supervis~r classes.Some assignments may require frequent travel.

Positions in these classes are not designated as management orsupervisory although incumbents in the series may occasionally act as"lead persons" performing such functions as training new staff orreviewing the assignments of lower level staff. Such "lead persons"have duties substantially similar to those of their subordinates andthey do not have the authority in the interest of management to hire,transfer, suspend, layoff, recall, promote, discharge, assign,reward, discipline, or responsibly direct other employees, or toadjust their grievances, or effectively recommend such actions.

Schem ClassCode Code Class

WE85 9218 Disability Insurance Specialist IWE80 9227 Disability Insurance Specialist IIWErl-§. ~ Disability Insuranee Specialist III

Disability Insurance Specialist Series -2-


DISABILITY INSURANCE SPECIALIST I

This is the recruitment, training, and first working level in theseries. Under close supervision, incumbents develop analyticalskills; participate in policy and procedure formulation; gather-andanalyze data; consult with field and other departmental personnel insecuring and disseminating necessary information; prepare reports andcorrespondence on technical Disability Insurance issues, problems, andconcerns; work on the development of guidelines, training courses, andother tools and materials to assist Disability Insurance officemanagement in the administration of the Department's DisabilityInsurance program; and may serve as a specialist in analyzingperformance measurements and recommending solutions to performanceissues. This classification may be used in the field offices to actin a lead capacity and train, monitor, and advise staff on officeoperations.

DISABILITY INSURANCE SPECIALIST II

positions at this level may exist in field offices, area offices, andcentral- office; This -is the j-ourney level in the-series. Incumbentsperform the more difficult and complex technical work and analysiswith a minimum of supervision; may be assigned total responsibilityfor a specific project having regional or statewide impact; formulatepolicies and procedures and make recommendations to management on thefull range of Disability Insurance issues, problems, and concerns, andprepare reports and correspondence in these same areas. As atechnical expert in a particular program area, may act in a consultingcapacity to the field and other departmental staff by providingproblem-solving advice and program information; and may have regionalor statewide responsibility for coordinating activities in aparticular program or program area ensuring consistent application ofpolicies, procedures, and standards.

As a journey level specialist, may provide assistance to lower levelspecialists by responding to technical questions; providing feedbackon assignments, and instructing them on data collection, informationgathering and dissemination, report and correspondence preparation,and other aspects of program support work. These leadperson dutiesare always performed in conjunction with a working assignment andshould not constitute over 50 percent of an employee's time.


OHmBILITY IH8URZ\HCE; 8PE;CIALI8T II I

A limited number of positions at this level may e2Cist stateHide.Incumbents may (1) function as ongoing interbranch or branch spccificpraj ect leaders, coordinating the ',¡'orkof others through task forcetype organizations. This leadership role must be accompanied by arole as a highly skilled, independent consultant with the ability toact authoritatively in a functional specialty; or (2) function as arecognized technical authority in a program area of e2Ctremesensitivity Hith ongoing coordinating responsibility over otheranalysts and/or evaluative responsibility over projects which may havestateHide impact. They are responsible for Hriting project charters,establishing resource needs, determining the staff sltills necessary,deciding the responsibilities of the project participants; or (3) beresponsible for the effective resolution of a broad range of Branchissues. They conduct and/or reVie\1 analytical studies and surveys;formulate procedures, policies, and program alternatives; makerecommendations on a broad spectrum of program related problems;reVie\1 and analyze proposed legislation and advise management on itsimpact or potential impact; and do other related Hork.


DISABILITY INSURANCE SPECIALIST I

Either ITwo years of experience in the California statc service performing asa Disability Insurance Program Representative, one year of which mustbc at Range C.

(Candidates who are within six months of completing the requiredexperience will be admitted to the examination, but they must completethe required experience before they can be considered eligible forappointment.)

Three years performing technical work in the field of claimseligibility determinations or adjustments under public or privateinsurance or health and welfare benefit plans. Two years of therequired experience must have been in an analytical staff capacity.

Or II

(Experience in the California state service applied toward thispattern must include at least two years of experience performing theduties of a class with a level of responsibility equivalent to that ofDisability Insurance Program Representative, Range C.)


DISABILITY INSURANCE SPECIALIST II

Either IOne year of experience in the California state service performing theduties of a Disability Insurance Specialist I, Range B, or DisabilityInsurance Program Supervisor.

(Candidates who are within six months of completing the requiredexperience will be admitted to the examination, but they must completethe required experience before they can be considered eligible forappointment. )

Or II

(Experience in the California state service applied toward thispattern must include at least one year of experience performing theduties of a class with a level of responsibility not less than that ofDisability Insurance Program Supervisor.)

DISABILITY INSURl\N;-'ESPECIALIST III

Either ITHO years of Q2cperience in the California state service performing theduties of a Disability Insurance Specialist II or Disability InsuranceProgram Manager I.

(Candidates v;rhoare Hithin siJcmonths of completing the requiredexperience ,¡,'illbe admitted to the e2wmination, but they must completeall of the required e2cperience before they can be considered eligiblefor appointment.)

Five years performing technical or management 'dork in the field ofclaims eligibility determinations or adjustments under public orprivate health or welfare benefit plans. Four years of the requirede2cperience must have been in an analytical staff capacity.

Or II

(Experience in the California state service applied tovmrd thispattern must include at least two years of experience performing theduties of a class with a level of responsibility equivalent to that ofDisability Insurance Specialist II.)



:A:I:rh BOTH LEVELS:

Knowledge of: Interviewing techniques; principles of insurancepayments programs, public administration; provisions of the CaliforniaUnemployment Insurance Code; the rules, regulations, policies, andprocedures of the Employment Development Department; precedentdecisions of the California Unemployment Insurance Appeals Boardrelating to the disability insurance program; medical terminology andcommon medical references used in interpreting medical findings;employment practices and conditions and physical demands ofoccupations in industrial, domestic, professional, commercial, andagricultural employment in California; workers' compensation andemployer liability laws affecting California workers and provisions ofState and Federal laws affecting disability insurance programs;practices followed by insurance companies in California inunderwriting disability insurance coverage and by other states intheir disability insurance program; principles and practices of publicadministration and personnel management; and office managementprinciples and practices.

Ability to: Gather and analyze data; reason logically and accurately;comprehend written material, and interpret and apply rules andinstructions; communicate effectively; establish and maintaincooperative relations with others; analyze situations accurately andtake effective action; develop, instruct~ and evaluate in-servicetraining programs; analyze operations; evaluate suggestions; anddevelop standards, policies, and procedures for disability insuranceprograms.

DISABILITY INSURANCE SPECIALIST IIDISABILITY INSURZYNCE SPECIALIST III

Knowledge of: In addition to the above, principles and practices ofprogram administration and staff support services including budget,personnel, systems analysis, planning and program evaluation,procedure development, and project work.

Ability to: In addition to the above, work independently and provideconsultation and training to others in a technical setting.

DISABILITY INSURIYNCE SPECIF,LIST III

Ability to: In addition to the above, eoordinate in a lead capacitythe ',wrk of others in a proj ect or task foree setting.

Disability Insurance Specialist Series

CLASS HISTORY


Disability Insurance Specialist I 2/7/79 2/4/97Disability Insurance Specialist II 2/7/79 2/4/97Disability Insuranee 8peeialist III 2/7/79 2/4/97

-6-


Schematic Code: QR10Class Code: 9261Established: 9/19/95Revised: 12/9/98Title Changed: 12/9/98

AIR QUALITY REPRESENTATIVE I,DEPARTMENT OF CONSUMER AFFAIRS

Series Specification(Established December 9, 1998)

DEFINITION

This series specification describes tHO levels of technical classesIncumbents in this technical class are used by the Department ofConsumer Affairs to perform automotive inspection and enforcement oradministrative duties within the Smog Check Program. Incumbents ±fi-this series inform motorists of the activities and objectives of theprogram, perform vehicle emission control test and inspection duties,and other general duties related to motor vehicle pollution controlprograms. Incumbents at the Air Quality Representative II, Departmentof Consumer Affairs, level assume a greater degree of responsibilityand activities, and act as regional team leaders for tHO or more pullover inspection -te-amo-. -~-- ------- --~----~ ------- -----------------------

Entry into this

8chem ClassCode Ge-àe

QPd-G- ~

~ -9-3W

class is typically from outside State service.

Class

Air Quality Representative I, Department ofConsumer Affairs

Air Quality Representative II, Department ofConsumer Affairs

DEFINITION OF LEVEL8TYPICAL TASKS

As a member of a pull-over inspection team (team members may alsoinclude California Highway Patrol officers, contractors, etc.),incumbents at the Air Quality Representative I, Department of ConsumerAffairs, level ensure that roadside inspection test lanes are set upproperly and safely; operate, monitor, and make adjustments toautomotive diagnostic test instruments and equipment; perform routineaudits of various test equipment; perform underhood inspections onvehicles; ensure vehicles emittirig excessive emissions are properlyidentified and inspected; and issue notices to motorists to appear forout-of-cycle testing. Incumbents may perform various duties such as:research, analyze, and evaluate data and make recommendations tomanagement; develop various reports; provide training and givepresentations; and do other related work.

Air Quality Representative I, Department of Consumer Affairs -2-

Regional team leader responsibilities at the Air QualityRepresentative II, Department of Consumer Affairs, level include allof the above and coordinate and monitor the performance of tvvo or morepullover enforcement teams vrithin a specific region; evaluate theprogram's effectiveness and recommend appropriate changes; developand/or evaluate set up and inspection procedures and verify thatupdated policies and procedures are implemented by teams; confer.vrithequipment manufacturers and contractors; conduct data analysis Hhichincludes traffic patterns, equipment maintenance logs, fleet coverage,model year distribution, and tamper and failure rates; makerecommendations to management relating to the determination ofpolicies or actions; and do other related ',?Ork.


ALL LEVELS:

Possession of a valid driver license of the appropriate class issuedby the Department of Motor Vehicles and a current statewide, AdvancedSmog Check Technician license or equivalent, prior to appointment.Applicants who do not possess these two licenses will be admitted tothe examination but must secure the licenses prior to appointment.

AIR QUP,LITY REPRESENTATIVE I, DEPARTHENT OF CONSUHER AFFAIRS

Experience: Four years of experience performing automotive diagnosisand repair of motor vehicle engines and emission control systemsand/or inspecting and certifying motor vehicle emission controlsystems; and experience in the operation of physical and electronictest instrumentation similar to that used in the emissions,performance, or fuel economy testing of vehicles or their components.(College or trade school education in automotive engineering orautomotive mechanics may be substituted for the required experience ona year-for-year basis.)

AIR QUALITY REPRESENTATIVE II, DEPARTHENT OF CONSUHER AFFAIRS

Satisfactory completion of 12 months of elcperience in the Californiastate service performing the duties of an Air Quality RepresentativeI, Department of Consumer Affairs.

KNOWLEDGE AND ABILITIESALL LEVELS:.

Knowledge of: Automotive systems and equipment terminology; makes andmodels of vehicles suitable for testing; provisions of the AutomotiveRepair Act and the Motor Vehicle Inspection and Maintenance Programrelated to emissions systems; industry standards for diagnosis andrepair of automobiles; tools, equipment, and methods used in therepair, adjustment, and servicing of automobiles and automotive

Air Quality Representative I, Department of Consumer Affairs -3-

pollution control systems; methods of maintenance and calibration oftest equipment; use and operation of automotive emissions measuringdevices; methods of testing safety-related automotive equipment such

.as engine cooling systems, fluid systems, and brake systems, inconformance with the California Vehicle Code; Department of ConsumerAffairs' policies and procedures.Ability to: Plan, organize, and set up roadside test equipment;perform vehicle emissions inspections including underhoodvisual/functional inspections, idle and loaded mode emissions tests,and vehicle compliance certificqtion; follow simplified flow charts;coordinate the work of others; meet the public and establish andmaintain cooperative relationships with those contacted in the courseof work; effectively communicate the importance of air qualityprograms; answer motorists' questions and handle irate motorists;effectively communicate ideas and information; and follow directions.Gain the confidence and respect of persons contacted in the course ofthe work; secure the cooperation of motorists and respond tactfully toquestions from motorists; maintain emotional stability under stress;maintain records; communicate effectively; analyze situationsaccurately and take effective action; exercise independent judgmentand leadership; interpret laws, rules, and regulations governing theSmog Check Program; and properly conduct roadside inspections withoutdetailed instructions-0r close supervision.

SPECIAL PERSONAL CHARACTERISTIC~ALL LEVELS:Ability to stand, stoop, and bend for extended periods of time;ability to perform occasional heavy lifting (up to 75 pounds) to setup and break down roadside test equipment; and keyboard skills and theability to read a monitor from a distance of four feet.

CLPrSS HISTORY

ClassBa-t-e

EstablishedBa-t-e

RevisedTitle

ChangedAir Quality Representative I,

Department of Consumerprffairs

Air Quality Representative II,Department of ConsumerPrffairs

9/19/95 12/9/98 12/9/98

12/9/98


PESTICIDE USE SPECIALISTSeries Specification

(Established May 14, 1980)

SCOPE

This series specification describes three two levels of Pesticide UseSpecialists used in the Division of Pest Management, EnvironmentalProtection and Worker Safety, of the Department of Food andAgriculture. These classes are used to administer the inspection andenforcement provisions of the Food and Agriculture Code and theCalifornia Administrative Code pertaining to pesticide use.

SchemCode

ClassCode Class

AH50AH40:AH-3-G-

04710472~

Pesticide Use SpecialistSenior Pesticide Use SpecialistSupervising Pestioide Use Speoialist

- -- -------------- -- - -- ------DE-FI-NI-TIGN-OF-S-E-R-I-E-S--- -- ----- - -- -- - --

Incumbents in these classes perform or supervise lead inspections andinvestigations and assist County Agricultural Commissioners in theenforcement of laws and regulations pertaining to pesticidemanufacture, sale, use, and residue; collect samples for laboratoryanalysis; assist in or develop training programs, and train CountyAgricultural Commissioners and their staffs; assist CountyAgricultural Officials in solving pesticide-related problems; direct,conduct, or assist in intercounty investigations; conduct or assist ininformal investigative hearings, cooperate in or coordinate programactivities with Federal, State, and County agencies involved insimilar areas of responsibility; confer with and advise industry andconsumer representatives on the proper interpretation of rules,regulationsL and laws pertaining to pesticides; conduct or assist inevaluations and the preparation of reports on the efficiency andeffectiveness of County pesticide enforcement programs; makespeechesT; and prepare correspondence and reports.

FACTORS AFFECTING POSITIONS ALLOCATION

Level and variety of work assigned; independence of action; degree ofresponsibility; supervision received and enereised,; and complexityand sensitivity of special projects assigned.

Pesticide Use Specialist Series -2-

DEFINITIONS OF LEVELS

PESTICIDE USE SPECIALIST

This is the entry, training, and first working level. Incumbentswork: (1) under close supervision to become familiar with pesticideinspection and enforcement work by performing a variety of lesscomplex tasks; and (2) under general supervision, perform work ofaverage difficulty that does not include the complete range of variedand difficult assignments. This is considered the fully qualifiedjourney level for incumbents performing solely product quality and/orresidue sampling.

SENIOR PESTICIDE USE SPECIALIST

Under direction, incumbents perform the full range of difficult andcomplex inspection and enforcement duties. In this capacity, as thefully qualified journey level, Senior Specialists may: (1) haveindependent responsibility for the most complex field inspection,investigation, and enforcement activities which typically include leadresponsibility over lower level State or County investigators; (2)have functional responsibility for training, assisting, advising, and

~ - - -- --.8Yal-ua-t ing~C-o-unt.y~in-s-p e.ct.i.o n--a-n.d--i-n¥-e-s-t-i-g-a-t-i-Qr:l--p-rG g-r-a-ffifJ--å-nd---s-t a-f-f-; -G-r-- ----~ ---

(3) in a headquarters setting have full statewide responsibility for amajor support function or major special project.

SUPERVISINC PESTICIDE USE SPECIALIST

This is the full supervisory level of the series. Under generaldireetion, incumbents have geographic responsibility for a large Stateor County field inspection and investigation program.



Either IEducation: Equivalent to graduation from college with a major inchemistry, agricultural science, biological science, environmentalscience, pest management, or a closely related major. (Students intheir senior year in college will be admitted to the examination,but they must produce evidence of graduation or its equivalent beforebeing considered eligible for appointment.)

Or IIOne year of experience in the Department of Food and Agricultureperforming the duties of an Agricultural Services Technician II, Range·B. (Applicants who have completed six months of service as an


Agricultural Services Technician II, Range B, will be admitted to theexamination, but must satisfactorily complete one year of experiencein the class before being considered eligible for appointment.)


Either IOne year of experience in the California state service performingduties in the class of Pesticide Use Specialist, Range B. (Applicantswho have completed six months of experience as a Pesticide UseSpecialist, Range B, will be admitted to the examination, but theymust have completed one year of experience in the class before beingconsidered eligible for appointment.)

Or IIExperience: Three years of progressively responsible experience inthe inspection and enforcement of laws and regulations pertaining tothe manufacture, sale, and use of pesticides. Experience gained inCalifornia state service must include one year in a position withresponsibilities equivalent to Pesticide Use Specialist, Range B. and

Education: Equivalent to graduation from college with a major inchemistry, agricul tural science" biological science, environmental

_ ~ ___ßQien_c_e,_~Pßs_t___mªn-ªgBmBnt_,__or__a__r.e.La.t ed__ma j.o.r., ~ _Or III

Experience: Five years of progressively responsible experience inwork or research pertaining to the manufacture, sale and use ofpesticides. Experience gained under this pattern must includeinterpretation and application of California pesticide laws andregulations. and

Education: Equivalent to graduation from college with a major inchemistry, agricultural science, biological science, environmentalscience, pest managementL or a related major.

SUPERVISING PESTICIDE USE SPECIALIST

Either IOne year of eJ~Brience in the California state service performingduties in the class of Senior Pesticide Use Specialist. (F~plicantsviho have had siJemonths experience as a Senior Pesticide UseSpecialist Hill be admitted to the eJwmination, but must havecompleted one year of eJeperience in the class before being consideredeligible for appointment.)

Experience: Four years of progressively responsible eJeperience in theinspection and enforcement of lavls and regulations pertaining to themanufacture, sale, and use of pesticides. Experience gained in

Or II


California state service must include one year in a position ',rithresponsibilities equivalent to that of a Senior Pesticide UseSpecialist. and

Education: Equivalent to graduation from college Hith a major inchemistry, agricultural science, biological sciencc, environmentalscience, pest management, or a closely related major.


ALL LEVELS:

Knowledge of: Pests affecting agricultural and ornamental plants;chemical, biological, and environmental principles of pesticide use;the role of pesticides and the hazards associated with their use inthe rural and urban environment; the role of pesticides in theintegrated pest management concept; methods and materials used in themanufacture, distribution, and application of pesticides; andprinciples of field inspection, sampling, and monitoring of pests andpesticides.

Ability to: Interpret and apply laws and regulations relating to..~..pe.st.í, ci de,.manuf.aG:tllr.e.,~sale,-~use-,~and~r-esi-due.;--l-eacn..Gl.nd--Gl.ppJ.-y--fG-rmGl.l-~.----~---

investigation rechniques and procedures, rules of evidence, and courtprocedures; prepare concise and complete reports; speak and Hritecommunicate effectively; establish and maintain cooperative relationswith those contacted in the course of work; and preparecorrespondence.


Knowledge of: All of the above in practice and application; laws andregulations relating to pesticide manufacture, sale, use, and residue;methods, materials, equipment, practices, and terminology used inagricultural pest control work; investigation techniques andprocedures; rules of evidence and court procedures; and techniques oftraining and supervision.

Ability to: All of the above and conduct effective investigations;functionally train and coordinate the work of State and Countyemployees; analyze situations accurately and adopt an effective courseof action; advise Counties in the implementation of their pesticideuse enforcement programs; draft and revise rules, regulations, andinstructions; speak effectively before groups; and review and-evaluatethe work of others and give guidance and counsey-In work methods andprocedures.


SUPERVISING PESTICIDE USE SPECIALIST

Knmvledge of: All of the above and directing the ',Jorkof others inthe performance of pesticide use enforcement Hork; principles ofpersonnel and program management; the Department's Affirmative ActionProgram objectives; a manager's role in the Affirmative Action Programand the processes available to meet affirmative action objectives.

Ability to: All of the above and plan, organize and direct compleJCpesticide use enforcement investigations; coordinate investigations\lith related agencies; determine sufficiency and validity of evidencenecessary to prosecute violations of the Gode; hold informal hearings;independently manage and administer a field office ',dth geographicresponsibility; effectively contribute to the Department's affirmativeaction objectives.


ALL LEVELS:

Objectively, dependability; diplomacy; tact; accuracy; keenness ofobservation and perceptiveness; possession of a valid California

~ ----~ - dri.'íLer_'s~lic_ense~(_applicants-who~do--Dot~possess~-thi-s--liGe-nse-w-i-Ll~lde-~- ~ -~ -admitted to the examination but must secure the license prior toappointment); willingness to work irregular hours at various locationsthroughout the State; and willingness to travel.

ALTERNATE RANGE CRITERIA


When an employee first enters the class of Pesticide Use Specialisthe/she shall be appointed to the appropriate range in terms of thefollowing criteria:

Range A. This range shall apply to incumbents who do not meet thecriteria for Range B.

Range B. This range shall apply to incumbents who have satisfactorilycompleted one year of experience at Range A; or who have two years ofexperience performing pesticide use enforcement inspections andinvestigations at least one year of which must have been at a level ofresponsibility equivalent to Pesticide Use Specialist, Range A.


When an employee in Range A meets the criteria for Range B and uponthe recommendation of the appointing power, the employee shall receivea rate in the new range under the provisions of Department ofPersonnel Administration Rule 599.676 and a new salary anniversarydate will be established.

CLASS HISTORY

ClassDate

EstablishedDate

RevisedTitle

Changed

Pesticide Use SpecialistSenior Pesticide Use SpecialistSupervising Pesticide Use

Specialist

5/14/805/14/805/14/80

10/6/8710/6/87


June 19, 2014

Page 5 of 11

On June 19, 2014, the Board took the following action on the Career Executive Assignment Category as presented by Suzanne Ambrose, Executive Officer, California State Personnel Board. VOTE: Clarey, Burton, Costigan, Shanahan, Tom – Aye Career Executive Assignments Attachment 4 A. Requests to Establish New or Revise Existing CEA Positions

1. DEPUTY DIRECTOR, DIVISION OF DRINKING WATER The State Water Resources Control Board (SWRCB) is requesting

approval to allocate the above position to the CEA category. The Governor’s 2014-15 budget and the Legislature’s approval of the Drinking Water Program reorganization plan to move these policy responsibilities from the California Department of Public Health to SWRCB, effective July 1, 2014, necessitate this new CEA allocation proposal. This position will establish policies to best position the State to respond to existing and future water quality challenges while continuing to protect public health. 14-032 ACTION: Approved

B. SPB Board Decisions Regarding Requests to Establish New or Revised

Existing CEA Positions 1. CHIEF OF FIELD OPERATIONS, REGION A (NON-LONG TERM CARE) The California Department of Public Health’s request to allocate the

above position to the CEA was approved on May 22, 2014. ACTION: Noted


June 19, 2014

Page 6 of 11

On June 19, 2014, the Board took the following action on the Submitted Items as presented by Suzanne Ambrose, Executive Officer, California State Personnel Board. VOTE: No Action Submitted Items Attachment 5 A. Items Scheduled for Action

NONE

B. Items to be Scheduled for Action at a Later Date NONE


June 19, 2014

Page 7 of 11

On June 19, 2014, the Board took the following action on the Evidentiary and Non-Evidentiary Cases as presented by Alvin Gittisriboongul, Chief Counsel, California State Personnel Board. VOTE: Clarey, Burton, Tom – Aye Evidentiary Cases Attachment 6 A. Administrative Law Judges’ Proposed Decision after Hearing

1. CASE NO. 13-1282

Classification: Licensed Psychiatric Technician Department: California Department of Corrections and Rehabilitation

ACTION: The Board adopted the ALJ’s Proposed Decision.

2. CASE NO. 13-0802 Classification: Employment Program Representative Department: California Employment Development Department ACTION: The Board adopted the ALJ’s Proposed Decision. 3. CASE NO. 13-1741

Classification: Correctional Officer Department: California Department of Corrections and Rehabilitation

ACTION: The Board adopted the ALJ’s Proposed Decision. 4. CASE NO. 13-0990

Classification: Correctional Sergeant Department: California Department of Corrections and Rehabilitation

ACTION: The Board adopted the ALJ’s Proposed Decision.

5. CASE NO. 13-1216A Classification: Consultant III, Administrator I Department: California Department of Fair Employment and Housing

ACTION: Taken under Submission.

B. Petitions for Rehearing 1. CASE NO. 13-0381P

Classification: Parole Agent I Department: California Department of Corrections and Rehabilitation

ACTION: Denied


June 19, 2014

Page 8 of 11

2. CASE NO. 13-1340P

Classification: Office Technician Department: California Department of Forestry and Fire Protection

ACTION: Denied C. Pending Board Review

1. CASE NO. 12-1404A Classification: Parole Agent I Department: California Department of Corrections and Rehabilitation 2. CASE NO. 13-0279PA

Classification: Correctional Sergeant Department: California Department of Corrections and Rehabilitation

3. CASE NO. 13-0741A Classification: Correctional Officer Department: California Department of Corrections and Rehabilitation

D. Oral Arguments NONE

E. Chief Counsel Resolutions NONE

F. Pending Board Decisions NONE

Non-Evidentiary Cases G. Withhold from Certification Appeals

1. CASE NO. 14-0427N

Classifications: Correctional Officer Department: California Department of Corrections and Rehabilitation ACTION: Denied


June 19, 2014

Page 9 of 11

2. CASE NO. 14-0608N

Classification: Correctional Officer Department: Department of Corrections and Rehabilitation ACTION: Denied

3. CASE NO. 14-0600N Classification: Correctional Officer Department: Department of Corrections and Rehabilitation ACTION: Denied

4. CASE NO. 14-0475N Classifications: Correctional Officer Department: California Department of Corrections and Rehabilitation ACTION: Denied


6. CASE NO. 14-0567N Classifications: Correctional Officer Department: California Department of Corrections and Rehabilitation ACTION: Denied

7. CASE NO. 14-0161N Classification: Correctional Officer Department: California Department of Corrections and Rehabilitation ACTION: Denied




June 19, 2014

Page 10 of 11

10. CASE NO. 14-0305N

Classification: Correctional Officer Department: California Department of Corrections and Rehabilitation ACTION: Denied




H. Medical and Psychological Screening Appeals

1. CASE NO. 13-1393N Classification: Peace Officer Cadet, Ranger Department: California Department of Parks and Recreation

ACTION: Denied 2. CASE NO. 13-1547N Classification: Cadet Department: California Highway Patrol

ACTION: Denied

I. Proposed Recommendations after Board Remand NONE

J. Request to File Charges Cases NONE


June 19, 2014

Page 11 of 11

K. Examination Appeals, Minimum Qualifications, Merit Issue Complaints

NONE

L. Rule 211 Appeals, Rule 212 Out of Class Appeals, Voided Appointment Appeals NONE

Summary Open Minutes California State Personnel Board Meeting

June 19, 2014

I hereby certify that the State Personnel Board made and adopted the preceding resolution at its meeting held on July 17, 2014. VOTE: Costigan, Shanahan, Tom – Aye /s/ SUZANNE M. AMBROSE

Suzanne M. Ambrose Executive Officer California State Personnel Board

i. open session - call to order and roll call

Documents