State of California M E M O R A N D U M REFERENCE CODE: 2000-049 DATE: August 10, 2000 TO: Personnel Officers FROM: Department of Personnel Administration Policy and Operations Division SUBJECT: Personnel Services Specialist II CONTACT: Camille Hollis, Personnel Management Analyst (916) 324-3860, FAX: (916) 327-1886 Email: CamilleHollis@dpa.ca.gov This is to notify all departments of a provision in the memoranda of understanding (MOU), between the State employer and State Bargaining Unit 1, affecting the allocation of positions to the Personnel Services Specialist II (PSS) classification level. The MOU, Section 11.26 for Unit 1, specifies that the State issue allocation guidance to departments to reallocate positions from PSS I to PSS II, when sufficient job complexity exists. This memo clarifies the class specification allocation language for the PSS II to allow for these reallocations. In addition to the existing class specification language, the following factors should be reconsidered: Variety and complexity of work, independence of action and decision, supervision received, supervisory responsibilities, level and amount of personal contact with employees and the public serve as the major differentiating factors between individual classes. Additional considerations which enter into determinations of borderline allocations include such things as widespread and numerous field offices; 24-hour operations; large seasonal operations; high turnover; high overtime; number of classes used; number of employees served; number of attendance reporting units; number of bargaining units used; the degree of independence and judgment required in resolving personnel problems; and the consequence of error. The number of PSS I positions reallocated to the PSS II level will depend upon how many positions meet the allocation factors described in the class specification and the duties to be performed (most difficult and complex). Positions with responsibility for any of the duties listed below are considered good candidates for potential reallocation to the PSS II level when the allocation factors are met and sufficient job complexity exists. Complexity covers the nature, number, variety, and intricacy of tasks, steps, processes, or methods in the work performed; the difficulty in identifying what needs to be done; and the difficulty and originality involved in performing the work. DUTIES Health Benefits Position Control (Sections 20 & 41 and Schedule 8 & Position Control (Sections 20 & 41 and Schedule 8 & Vacancy Reporting) Board of Control Claims 7K Work Schedule Reporting Taxable Payroll Item (Uniform, Meals, Footwear, etc.) Subpoenas/Court Orders (Garnishments and Tax Levies) FMLA Conflict of Interest Account Receivable/Salary Advance Reconciliation Salary Determination Calculations Special Transaction Operation Projects (i.e., Procedures Special Transaction Operation Projects (i.e., Procedures Development) Interest Calculations (Settlements and Back Pay Awards) Information Technology Liaison-Automated Information Technology Liaison-Automated Personnel/Payroll Systems Exempt/CEA Transactions Reallocation of positions to the PSS II level should follow normal classification plan practices. Although departments are delegated allocation decision authority at the PSS II level, departments considering allocation changes that appear exceptional in nature should seek assistance from their DPA departmental analyst. Application of this Personnel Management Liaison (PML) memo is subject to a bargaining cycle audit by DPA. Questions regarding this memorandum or the provisions of the MOU may be addressed to Camille Hollis, Personnel Management Analyst, at (916) 324-3860. Peter J. Strom Chief