personnel commission · personnel commission for the term of december 6, 2016 to december 1, 2017....

PERSONNEL COMMISSION HACIENDA LA PUENTE

UNIFIED SCHOOL DISTRICT

Personnel Commission Meeting Agendas February 7, 2017

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PERSONNEL COMMISSION HACIENDA LA PUENTE UNIFIED SCHOOL DISTRICT

15959 East Gale Avenue City of Industry, California 91746

AGENDA REGULAR MEETING

February 7, 2017 4:30 P.M. in the Board Room

Meeting called to order by at p.m. PLEDGE OF ALLEGIANCE:

ROLL CALL: Anita Ford, Chair ______ Anita Perez, Vice Chair ______ Jeanne Gooch, Member ______ Kristina Hannon, Personnel Director ______ Khrynston Samreth, Personnel Analyst ______ Carol Kelly, Personnel Assistant ______

I. GENERAL FUNCTIONS

REFERENCE ACTION

1. Approve the agenda as submitted or amended. Moved by Seconded Vote

2. Approve minutes of the regular meeting 1 Moved by _____ of December 6, 2016. Seconded

Vote 3. Director’s Report. 2 4. Communications.

a. Employee Associations. b. Administration. c. Audience members who filed a request to speak.

II. SELECTION PROCESS

REFERENCE ACTION

1. Receive Test Plan information. 3 No Action Required 2. Receive Provisional Assignment and 4 No Action Required Working-Out-of-Class Report.

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3. Approve ratification of the following Sep. Doc. Moved by _______ Eligibility list(s): A. Seconded _______ Vote _______ Bus Driver, #1302/0614 Merged Cafeteria Worker I, #0506/1016 Instructional Aide – Auto Mechanics, #0249/0516 Instructional Materials Attendant, #0236/0916 4. Ratify the removal of the following eligible(s) Sep. Doc. Moved by _______ in accordance with Personnel Commission B. Seconded _______ Rules 4.1.1 and 6.1.11: Vote _______

Bus Driver, #1302/0614 Eligible(s) #28963649 Custodian I, #0806/0516 Eligible(s) #28822128, #22810746 Instructional Aide I – Special Education, #0260/0915 Eligible(s) #26055940, #18032816 Instructional Aide II – Special Education, #0262/0816 Eligible(s) #6960856 Media Center Aide, #0704/0116 Eligible(s) #9730363

5. Notification of the removal of the following Sep. Doc. No Action Required Eligible(s) in accordance with the Personnel C. Commission Rule 6.1.11 and 6.1.13: Cafeteria Worker I, #0506/0416 Eligible(s) #28047893 Campus Security Officer, #1102/0216 Eligible(s) #27477285

III. CLASSIFICATION AND SALARY

1. Approve new class description 5 Moved by _______

of School Office Manager II. Seconded _______ Vote _______

2. Approve new class description 6 Moved by _______ of School Office Manager I. Seconded _______ Vote _______

3. Approve revised class description 7 Moved by _______ of Special Education Liaison. Seconded _______ Vote _______

4. Approve revised class description 8 Moved by _______ of Warehouse Delivery Worker. Seconded _______ Vote _______

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IV. RULES AND REGULATIONS

1. None.

V. CHARGES AND HEARINGS

1. None.

VI. OTHER

REFERENCE ACTION

1. Unfinished Business. No Action Required

2. Adjourn to Closed Session No Action Required Government Code 54957: Public Employee Performance Evaluation. Title: Personnel Director

Adjourned to Closed Session _____ p.m. Reconvened to regular meeting _____ p.m.

3. Commissioner’s Comments. No Action Required NEXT SPECIAL MEETING Date: February 23, 2017 Time: 4:30 p.m. Location: Personnel Commission Conference Room NEXT REGULAR MEETING Date: March 7, 2017 Time: 4:30 p.m. Location: Board Room ADJOURNMENT: p.m.

Pursuant to Government Code 54957.5, a copy of all documents related to any item on this agenda that have been submitted to the Commission may be obtained from the Commission office, 15959 E. Gale Avenue, City of Industry, CA 91716. Persons requiring accommodation in order to view the agenda or participate in the meeting, may make the request for accommodation to the Personnel Director at 626-933-3920 at least 24 hours in advance of the meeting. (Government Code 54954.2 (a) 1.)

Reference Item:

1

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PERSONNEL COMMISSION HACIENDA LA PUENTE UNIFIED SCHOOL DISTRICT

MINUTES OF THE REGULAR MEETING OF December 6, 2016

PRELIMINARY SECTION

CALL TO ORDER The meeting of the Personnel Commission of the Hacienda La Puente Unified School District was called to order by Ms. Anita Ford, Vice Chair, at 4:31 p.m., in the Board Room, 15959 East Gale Avenue, City of Industry, California. MEMBERS PRESENT Ms. Anita Ford, Chair Ms. Anita Perez, Vice Chair Ms. Jeanne Gooch, Member

STAFF MEMBERS PRESENT Ms. Kristina Hannon, Personnel Director Ms. Valerie Spolsky, Interim Senior Personnel Analyst Ms. Carol Kelly, Personnel Assistant

OTHERS PRESENT See Visitor’s Register

I. GENERAL FUNCTIONS ACKNOWLEDGEMENT OF COMMISSIONER 86. Ms. Anita Ford, Vice Chair, acknowledged the appointment of APPOINTMENT Ms. Jeanne Gooch, the Union appointee to the Commission

for the term of December 6, 2016 to December 1, 2019. OATH OF OFFICE 87. Ms. Gooch took the oath of office. ACCEPT THE RESOLUTION OF THE PERSONNEL 88. The Personnel Commissioners, Ms. Ford, Ms. Perez, and Ms. COMMISSIONERS CODE OF PROFESSIONAL Gooch, accepted and signed the Resolution of the Personnel CONDUCT Commissioners Code of Conduct. AGENDA APPROVED AS AMENDED 89. MSC-U Ms. Gooch Ms. Ford Vote 2-0 The agenda was amended to change to order of business and

to remove the closed session. ELECTION OF OFFICERS 90. MSC-U Ms. Perez Ms. Gooch Vote 2-0 Approved election of Ms. Anita Ford as Chair of the Personnel Commission for the term of December 6, 2016 to December 1, 2017. MSC-U Ms. Ford Ms. Gooch Vote 2-0 Approved election of Ms. Anita Perez as Vice Chair of the Personnel Commission for the term of December 6, 2016 to December 1, 2017.

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MINUTES APPROVED AS SUBMITTED 91. MSC-U Ms. Perez Ms. Ford Vote 2-0 Approved the minutes of the regular meeting of November 1, 2016. DIRECTOR’S REPORT 92. Ms. Hannon, Personnel Director, welcomed and congratulated

Ms. Gooch on her appointment to the Personnel Commission. She welcomed and introduced Khrynston Samreth, Personnel Analyst to the Personnel Commission department.

93. Ms. Hannon provided the following information to the

Commission.

Current recruitments: Adult School Office Manager, Bus Driver, Cafeteria Worker I, Instructional Aide – Auto Mechanics, Instructional Aide I – Special Education, and Senior Accounting Technician was reopened as Open and Promotional due to lack of qualified applicants.

Upcoming recruitments: Instructional Aide – Bilingual (Mandarin), Language Assessment Technician (Mandarin), Media Center Clerk, Special Education Liaison, Technology Services Technician, Rehabilitation Program Assistant, Warehouse Delivery Worker (Substitutes).

Classifications: o Food Services: Discussions with District Administration

and Bargaining Units anticipated to resume in January 2017.

o Instructional Aide III-Special/Medical Circumstances Education recommendation included in the agenda as a discussion item.

o School Office Manager report included in the agenda as a discussion item.

o Technology Services job family study has been moved up in the priority list, based on changes in the industry.

Training:

o A survey will be sent to all classified employees on December 9, 2016, to gather interest for future training.

COMMUNICATIONS 94. Ms. Margaret Caldera, CSEA President, welcomed Ms. Gooch, Commissioner and Khrynston Samreth, Personnel Analyst, to the Personnel Commission.

95. Ms. Caldera thanked Ms. Hannon for completing the

classification studies for the Instructional Aide II – Special Education and School Office Manager. She questioned why

the School Office Manager study did not include a recommendation to address the issue of equal pay for equal work, for members of the two bargaining units.

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II. SELECTION PROCESS

RECEIVED TEST PLAN 96. Received Test Plan. No action was required. RECEIVED PROVISIONAL ASSIGNMENT AND 97. Received Provisional Assignment and Working Out of Class WORKING OUT OF CLASS REPORT report. No action was required. RATIFIED ELIGIBILITY LISTS 98. MSC-U Ms. Perez Ms. Gooch Vote 2-0

Approved ratification of the following eligibility lists:

Bus Driver, #1302/0614 Merged Instructional Materials Attendant, #0236/0916 Personnel Analyst, #1742/0916

RATIFIED REMOVALS OF ELIGIBLES 99. MSC-U Ms. Gooch Ms. Perez Vote 2-0

Approved ratification of the following eligible(s) for removals in accordance with Personnel Commission Rules 4.1.1 and 6.1.11.

Custodian I, #0806/0516 Eligible(s) #8777193 Instructional Aide I – Special Education, #0260/0915 Eligible(s) #25654185, #25950612 Instructional Aide II – Special Education, #0262/0816 Eligible(s) #29327182, #29282740

III. CLASSIFICATION AND SALARY APPROVED REVISED CLASSIFICATION 100. MSC-U Ms. Perez Ms. Gooch Vote 2-0 Approved revised class description of Adult School Office Manager. Amended minimum experience qualification to two years of clerical experience, preferably including one year of

lead experience. IV. RULES AND REGULATIONS 101. None.

V. CHARGES AND HEARINGS 102. None. VI. OTHER REPORT: INSTRUCTIONAL AIDE II – 103. Ms. Diane Ortiz, Instructional Aide II- Special Education, SPECIAL EDUCATION was disappointed with the delay in possibly creating a new

class description, and the recommendation to conduct a study of the Instructional Support job family.

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Ms. Hannon discussed the report for Instructional Aide II – Special Education. She reviewed the initial purpose of the study was to determine the appropriateness of the duties being performed by IA II-Special Education positions. The initial recommendation was to create a new class in the job family that combined special medical/circumstances in one class. During the review of duties, staff and the District discovered there was duplication of duties across the classes within the series that created difficulty in defining a clear distinction among classes. She recommended that a review of the Instructional Support job family be conducted in order to accurately identify appropriate duties for all Instructional Support classifications. Ms. Hannon committed to making the study a priority and upon approval will begin the study in January with an anticipated completion of May 2017. The Commission commended Ms. Hannon for her work on the study, and agreed that a complete study of the Instructional Support job family needed to be done in order to appropriately classify the positions. They requested that it be made a priority, while taking the time needed to appropriately classify all positions within the job family.

REPORT: SCHOOL OFFICE MANAGER 104. Ms. Hannon reviewed the report for the School Office CLASSIFICATION Manager Classification (SOM), and clarified that the District

determines the duties and responsibilities for positions while the Personnel Commission classifies employees and positions. The review of duties being performed by incumbents show that SOMs at both Elementary and Middle schools are performing high level duties, using independent judgement and exercising supervision over other classified employees, though some of the duties being performed are not captured in the class description.

Based on the additional review of duties and appropriateness of class, Ms. Hannon recommended the following actions:

A) Work with District Administration to update the duties in the class description that reflect the needs of the sites;

B) Work with District Administration and site Administrators on creating a training module for clerical members at the school sites.

Ms. Hannon responded to answer the question regarding the

issue of like pay for like work, and reviewed the next steps. Staff and District Administration will discuss the duties and classification. The District will determine the essential duties required, so that the Personnel Commission can appropriately classify the position. The final step will be to determine the level of work and level of pay.

CLOSED SESSION 105. The closed session was removed from the agenda.

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COMMISSIONER’S COMMENTS 106. Ms. Perez, Vice Chair, congratulated Ms. Jeanne Gooch

on her appointment to the Commission. She thanked Ms. Hannon for conducting the school site visits and making the classification studies a priority.

107. Ms. Ford wished everyone a safe and happy holiday.

NEXT REGULAR MEETING 108. The next regular meeting is scheduled for:

Tuesday, February 7, 2017, at 4:30 p.m.

Meeting adjourned at: 5:27 p.m.

Submitted by _______________________________ Kristina Hannon, Personnel Director

Approved 02/07/17 by ___________________________________________ Date Chair

Reference Item:

2

Director’s Report: February 7, 2017

Current Recruitments

Bus Driver (Open and Promotional) – Continuous

Cafeteria Worker I- (Open and Promotional) – Continuous

Senior Accounting Technician (Open and Promotional)- SI Completed 2/7

Adult School Office Manager (Promotional Only)- SI Completed 2/2

Budget Supervisor (Open and Promotional)- Closing 2/9

I.A. I- Special Education (Open and Promotional)- SI scheduled 2/9

I.A. – Classroom Bilingual (Mandarin) (Open and Promotional)- Closed 1/27

Language Assessment Technician (Mandarin) (Open and Promotional)- Closed 1/27

Buyer (Promotional and Open w/ Promotional taking Precedence)- Closing 2/27

Director of Fiscal Services (Open and Promotional)- Closing 2/24

Upcoming Recruitments

Media Center Clerk

Rehabilitation Program Assistant (sub)

Warehouse Delivery Driver (sub)

Special Education Liaison

Technology Service Technician (sub)

Secretary II

Stock Delivery Worker

Classification

Food Services Study

o Discussions with District Administration and Bargaining units anticipated March 2017

Instructional Support Study

o FAQ Attached

o Questionnaire went out to incumbents 2/2

o Deadline to submit questionnaire 2/24

o Focus groups will be scheduled 2/28

o Data collection and analysis will continue through March

School Office Manager

o Included in Agenda

Technology Services

o Looking for additional resources to begin study in March

Salary Studies

Transportation

Clerical

Fiscal

Training

Career Paths training will be held 2/8

Results from classified survey attached

o PC will work with District of facilitating additional training opportunities

Training Survey Results

We received over 128 responses to the training survey. Over 60% of respondents have been employed at

HLPUSD for over ten years.

The types of training respondents are interested in receiving are included below

(they were asked to select up to three):

Preferred availability varied for each day. Almost 70% of respondents selected online/internet trainings as

an option. Morning and afternoon trainings were almost tied at 50%.

Reference Item:

3

PERSONNEL COMMISSIONTEST PLAN

Req to test re

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Poste

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Days P

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petition

Wri

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S.I./P

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Test

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sta

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Bus. D

ays F

rom

Clo

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Adult School Office Manager 09/27 11/04 01/09 37 P na 12/15, 1/13, 2/2

Budget Supervisor 12/07 01/19 02/09 15 O&P na 3/15

Bus Driver 10/28 10/28 O&P 12/15

Buyer 12/09 02/08 03/03 15 OPP na

Cafeteria Worker I1 10/26 10/26 O&P 01/24 02/08

Director of Fiscal Services 01/26 01/31 02/24 15 O&P 3/9/17 03/23

I.A. Auto Mechanics 05/03 09/30 10/31 15 O&P 11/16 12/13 12/21 37

I.A. - Classroom Bilingual (Mandarin) 11/21 01/06 01/27 15 O&P

I.A. I - Special Education 11/09 11/21 12/14 17 O&P 1/10/17 2/9/17

Instructional Materials Attendant 08/12 09/28 10/19 24 O&P 11/4 11/18 11/30 29

Language Assessment Technician 11/09 01/06 01/27 15 O&P 02/21

*Senior Accounting Technician 08/03 11/07 12/01 15 OPP na 1/18, 1/191/31

1Merged*Sr. Acctg. Tech.- Opened 11/7 - 12/1/16 as Promotional Only, but due to few applicants, reopened 12/2/16 as OPP.

Continuous Continuous

Continuous

Reference Item:

4

PROVISIONAL ASSIGNMENT AND WORKING OUT OF CLASSIFICATION REPORT

January 2017

1

Education Code Sections on Provisional Assignment

45287. When no eligibility list exists for a position in the classified service, an employee may receive provisional appointments which may accumulate to a total of 90 working days. A 90- calendar-day interval shall then elapse during which the person will be ineligible to serve in any full-time provisional capacity. No person shall be employed in provisional capacities under a given governing board for a total of more than 126 working days in any one fiscal year, except that when no one is available on an appropriate eligibility list for a part-time position, as defined in Section 45256, successive 90 working days provisional appointments may be made to the part-time position for a total of more than 126 working days in any one fiscal year.

45288. The personnel commission may authorize the extension of a provisional employee's assignment for a period not to exceed 36 working days provided the following requirements are met:

(a) An examination for the class was completed during the first 90 working days of his provisional assignment. (b) Evidence satisfactory to the personnel commission is presented indicating:

(1) That an adequate recruitment effort has been and is being made. (2) That extension of the provisional assignment is necessary to carry on vital functions of the district. (3) That the position cannot be satisfactorily filled by use of other employment lists or procedures.

Provisional

Last: First: Current Classification: WOC as: Location: For: Reason: Start Date:

End Date:

Details:

Mar Mofun Accounting Technician Sr. Accounting Technician Accounting Kim Leisure Vacancy 12/09/16 03/30/17 Eligibility list anticipated to be established 02/16/17.

Noriega Miranda Senior Office Assistant Adult School Office

Manager Dibble Cynthia Davis Vacancy 01/13/17 04/07/17

Eligibility list anticipated to be established 02/10/17.

PROVISIONAL ASSIGNMENT AND WORKING OUT OF CLASSIFICATION REPORT

January 2017

2

Education Code Sections on Substitutes 45286. Whenever the appointing power shall require the appointment of a person to a position, the duration of which is not to exceed six months, or, in case of an appointment in lieu of

an absent employee, is not to exceed the authorized absence of said employee, the appointing power shall submit a request in which the probable duration of the appointment is stated. Eligibles shall be certified in accordance with their position on the appropriate employment list and their willingness to accept appointment to such position as limited-term employees. Limited-term employees shall be subject to conditions affecting status and tenure during and after employment that the commission may by rule determine. Notwithstanding these limitations on the duration of these positions, the commission may, based on a declaration of an emergency by the President of the United

States or the Governor, authorize an extension that may not exceed one year. The duties of the extended position must be related to the emergency.

Working Out of Class

Last:

First:

Current Classification:

WOC as:

Location:

For:

Reason: Start Date:

End Date:

Canales Eloisa Office Assistant Communication Specialist Police and Safety Sarah Gutierrez LOA 10/17/16 06/30/17

Casanova Rocio Cafeteria Worker I Cafeteria Worker II Grandview Ana Magana LOA 11/01/16 01/31/17

Espinosa Mary Sr. Purchasing Tech. Buyer Purchasing Vicki Evans WOOC 08/08/16 01/31/17

Jackson Elisa Cafeteria Worker I Cafeteria Worker II Orange Grove Sylvia Vallejo Staff coverage at Workman HS 10/27/16 01/31/17

Ramirez Juan Metal Worker Facilities Manager Facilities Robert Wilcox Additional for projects 01/27/17 04/28/17

Reference Item:

5

SCHOOL OFFICE MANAGER CLASSIFICATION

February 7, 2017

I. Background

In 2014, a classification study was completed on the District’s clerical classifications. The purpose of a

classification study is to ensure positions are classed appropriately, arranged in an occupational hierarchy

and to review the written class specifications. As a result of this study, the Personnel Commission

determined that the School Office Managers (SOM) were working within the scope of the classification. The

remaining concern has been the two bargaining units that represent members in the same class. SEIU

represents members who work at Middle Schools and Alternative High Schools while CSEA represents

members who work at Elementary Schools (with the exception of Stimson Learning Center). Under the rules

of merit, members who perform the same duties should be paid equally. The classification study determined

the duties being performed by SOMs at all sites were the same.

At the April 7, 2015 Personnel Commission meeting, CSEA made a request to discuss the salaries of

employees in the SOM classification and review the discrepancies in pay between those on the SEIU

schedule and those on the CSEA schedule. After discussion in May 2015, the Personnel Commission

recommended two solutions: discuss the issue at the bargaining table with both CSEA and SEIU or through a

petitioning to the Public Employee Relations Board (PERB) for a unit modification.

Meetings were held with District Administration in the subsequent months to determine a course of action.

In October of 2016 staff requested time to conduct a new study, review data and study positions at the sites.

During subsequent interviews, observations and surveys it was discovered the majority of SOMs were

performing duties that were outside of their scope and not disclosed during prior studies.

II. Fact Finding and Analysis

The position of SOM (Formerly School Secretaries) was established in 1978. This classification was created

with two salary schedules: “B” for bargaining unit and “S” for supervisory, which did not have any

representation until 1997. Once supervisory employees unionized in 1997, CSEA and SEIU contracts were

revised in order to determine which positions would be assigned to which bargaining unit, however the class

description remained the same. SOMs at Middle Schools were assigned to SEIU while SOMs at Elementary

Schools remained on CSEA.

In 1978 when the classification was established, two salary schedules existed based on the needs of the

district. It is inferred that the supervisory group (S) performed supervisory duties while the “B” group did

not. This difference was sustained in 1997 when the “S” members were then represented by SEIU. The class

description remained the same for all SOM employees. Supervision was not included the class description.

PERB case law defines supervision below:

(g) “Supervisory employee” means any individual, regardless of the job description or title, having

authority, in the interest of the employer, to hire, transfer, suspend, lay off, recall, promote, discharge,

assign, reward, or discipline other employees, or responsibility to direct them, or to adjust their

grievances, or effectively to recommend this action, if, in connection with the foregoing, the exercise of

this authority is not of a merely routine or clerical nature, but requires the use of independent

SUBJECT TO THE APPROVAL OF THE

PERSONNEL COMMISSION

judgement. Employees whose duties are substantially similar to those of their subordinates shall not be

considered to be supervisory employees.

PERB certified all SEIU positions in 1998, per SEIU contract. Those positions included Personnel Assistant, Police

Officer, School Office Manager (excluding elementary schools) and Senior Custodian, positions that do not

directly supervise employees but meet the class concept of supervisory. The Collective Bargaining Identifier

Code (CBID) is a three-digit code that is assigned to each job classification and designates classification (rank in

file, supervisory, exempt, etc) for state employees. CBID E-48 is identified as an excluded supervisory position

that meets class concepts, but do not supervise staff. The use of the identifier code is repeated in PERB case law

and some districts have adopted the same codes to designate classifications.

P.C. Rule 3.3.3 Effects of Reclassification on Incumbents

A. In order for an employee to be reclassified upward with his position, the reclassification must

have been occasioned by a gradual accretion of duties and not be a sudden change resulting

from reorganization or change of duties by the governing board.

The original intent of the classification was to have a supervisory and a non-supervisory class. The middle school

SOMs remained unrepresented until 1998 when SEIU joined the district. At that time the classification should have

been reviewed and reflective of the duties required at the school sites. This was a misclassification from inception.

After the 2014 study some changes occurred at multiple sites. Statewide reporting requirements created a shift

in technology, specifically at the high schools and middle schools. This change required a need for administrative

services to assist Principals with CalPads reporting and the maintenance of the master schedule. The results of

2016 study showed a number of SOMs gradually accreted additional higher level duties based on the needs of

the school site. Duties include:

Supervises, gives input and makes recommendation for other clerical staff to

Principal/Administrator.

Provides work direction to clerical personnel and student workers, monitors workflow, and may

adjust duties as needed.

Entering and maintaining CalPads reporting

Managing master schedule

At the December 6, 2016 Personnel Commission meeting, staff presented an analysis of data related to the

observations and surveys for all School Office Managers. The data showed there were no statistically significant

difference between the duties being performed at the Elementary and Middle Schools. At the inception of this

position, the needs at the Elementary and Middle schools have varied. The previous classification study of the

clerical series determined the positions were the same at both Elementary and Middle Schools. Since that time,

the needs of the school sites have changed and the duties have accreted over time to fit the needs of the site.

The results of the most recent study showed both middle school and elementary were performing the same

duties, however both groups were also performing duties not included in the classification. The PC has had to

determine if those additional duties warranted a change in classification or if they should be included in the

original class description. After discussion with the District, reviewing the individual responses from the survey

and looking at each individual site, staff determined a reclassification was warranted for middle schools,

alternative and special schools.

In an effort to remain compliant to Education code and to maintain the rules of merit, incumbents who have

gradually gained and performed (gradual accretion) higher level duties in order to meet the needs of the school

site and district, are eligible for a reclassification into a higher class.

III. Recommendation

The Personnel Commission approve the following:

1. Create School Office Manager II classification including higher level duties indicated below:

a. Supervises office and support staff

b. Manage master scheduling through attendance software

c. Operate as lead Cal Pads Data Entry and Reporting

Reclassify School Office Managers eligible under rule 3.3.1 (gradual accretion of duties) to new

classification School Office Manager II, for incumbents at middle, alternative and special schools.

Salary range 24-S on the current SEIU Salary Schedule. The effective date of this reclassification

would be February 8, 2017.

2. Create School Office Manager I classification. Additional duties being performed but not currently

listed will include:

a. Process timesheets for classified and certificated employees

b. May assist with Cal Pads Data Entry/Reporting

c. May operate in a lead role

Allocate School Office managers eligible under rule 3.2.5 to new classification School Office Manager

I, for incumbents at elementary schools. Salary range 24-B on the current CSEA salary schedule. The

effective date of this allocation is February 8, 2017.

The PC also recommends conducting a salary study on the clerical series to ensure internal alignment based on

these changes. PC Rule 17.1.1 states:

A. The Board may increase the salaries if classified employees at any time during the school year

and may adopt increases/decreases resulting from the classification, reclassification or

reallocation of positions as approved by the Commission.

Personnel Commission Spec. Est. 8/10/78 Hacienda La Puente Unified School District

SCHOOL OFFICE MANAGER II

DEFINITION

Under general supervision of a school principal, performs a wide variety of complex and responsible secretarial and clerical duties by managing and organizing activities and communications in the administrative office of a middle school, alternative school, or other special school and supervises office staff and support staff.

ESSENTIAL DUTIES

The classification specification does not describe all duties performed by all incumbents within the class. This summary provides examples of typical tasks performed in this classification.

Assists in enrolling and registering students, and filling out paperwork. Enrolls, registers and schedules new students; provides assistance to parents and guardians concerning enrollment procedures and forms; completes enrollment information and enter into computerized database; completes records for release or transfer of students.

Retrieves, copies, compiles, collates, laminates, distributes, and shreds various documents and materials.

Communicates via email, phone, or in person with members of the public, employees, and other individuals providing answers to questions, disseminating or explaining information, receiving information, and addressing complaints. Coordinates communication between the office and faculty, students, parents and outside organizations; greets visitors and initiates and receives telephone calls; provides detailed information concerning school policies, procedures, actions, activities, programs and schedules; requests necessary information; takes and transmit messages as appropriate.

Answers, screens, and transfers telephone calls and takes messages. (see above) Serves as liaison between District and site personnel, parents, students, school and community

organizations and the general public; coordinates activities, resolves issues and exchanges information.

Operates software systems to input data and generate reports. Maintain and manage the school master calendar. Enters and calculates data to generate reports, record daily employee and student attendance

information, and prepare reports for designated staff. Administers routine first aid to students and staff. Administers routine first aid to students and staff as

assigned by the position; dispenses medication according to physician instructions and District policy; prepares and maintains related records; notifies parents of ill or injured students as needed.

Prepares letters, bulletins, newsletters, requisitions, routine correspondence and other related materials from verbal or written instructions. Provides administrative support to the principal and Assistant Principal; composes, prepares, types, proofreads and distributes a variety of written communications including correspondence, special bulletins, forms, notices and memoranda independently and from oral instructions; schedules appointments and meetings; may prepare and maintain the school master calendar.

Performs confidential secretarial duties for the principal. Maintain and manage CalPads reporting and data entry. Opens, time-stamps, and distributes office mail. Stuffs, sorts, and prepares outgoing mail for pickup. Files digital/paper documents, and creates digital/paper file folders. Calls parents to verify absences and clear absences and truancies. Orders, receives, sorts, distributes, and maintains inventory of supplies. Assists in maintaining appropriate student behavior in the school office. Provides information regarding District policies, rules and regulations, and procedures. Prepares tardy slips, clearance cards, and dismissal slips for students. Maintains budget, monitors purchase orders and expenses against program budgets and accounts,

and prepares budgets transfer requests for an administrator. Collects and counts money, receives and records fees, prepares receipts and deposit slips. Maintains petty cash account. Dispenses medication according to physician instructions and District policy.

Operates various office machines, such as photocopiers, scanners, fax machines, voicemail systems, and personal computers.

Manages calendars and schedules appointments. (See above) Processes timesheets for classified and certificated employees

Supervises Office and support staff Performs specialized clerical work involving research, analysis, and independent judgment on a variety

of materials. Makes arrangements for teachers or administrators to attend conferences or luncheons. Plans and

schedules a variety of special events including conferences, orientations, and parent activities, staff meetings and others.

Assigns and coordinates substitutes. Requests substitute teachers as needed; assures adequate coverage of classrooms; greets and assists substitute teachers by providing keys, materials and pertinent information; maintains accurate attendance records and prepares timesheets.

Calls repair personnel to ensure that copy and office machines are kept functioning. OTHER RELATED DUTIES

May perform ASB accounting. May assist in the recruitment of school volunteers. May take minutes of meetings. May process reimbursements. May assist in creating work schedules. May assist school personnel in various activities such as plays, snack programs, and preparation of

materials for special events. May drive a vehicle to deliver or pick up checks, bank deposits, and other documents. May provide oral or written translation for non-English speaking individuals. Performs other related duties as directed.

DISTINGUISHING CHARACTERISTICS AMONG RELATED CLASSES

A Secretary II performs specialized secretarial duties in support of a high school principal or director.

An Adult School Office Manager performs secretarial and clerical duties by managing and organizing activities at an Adult School campus, and supervises office staff.

A School Office Manager II performs secretarial and clerical duties by managing and organizing activities and communications in the administrative office of a middle school, alternative school or other special school, and supervises office/support staff.

A School Office Manager I performs secretarial and clerical duties by managing and organizing activities and communications in the administrative office of an elementary school.

A Secretary I performs varied secretarial duties in support of a District-wide program or function.

MINIMUM QUALIFICATIONS

Education:

Graduation from high school or evidence of equivalent educational proficiency.

Experience:

Two years of clerical experience. Experience operating in a lead capacity is desired.

Special:

Possession of a valid Class C Driver License Evidence of adequate insurance for a motor vehicle which meets the California legal liability insurance requirement and continual insurance coverage during employment. Use of an automobile.

Optional Second Language:

Some positions in this classification require the ability to speak, read, and write a second language in addition to English, and may require bilingual proficiency for which selective certification may apply (Education Code

45277). EMPLOYMENT STANDARDS

Knowledge of: Modern office practices, procedures and equipment. Correct English usage, grammar, spelling, punctuation and vocabulary. Basic first aid procedures. Telephone techniques and etiquette. Filing and record-keeping techniques and systems. Basic clerical accounting. Appropriate student behavior. Microsoft Word, Excel, Outlook, and Internet browsers.

Ability to:

Logically grasp and think through issues and problems. Establish and maintain cooperative working relationships. Understand and interpret written material, including technical manuals, rules, regulations, instructions,

reports, charts, or tables. Rapidly and accurately type using computer keyboard. Communicate orally for the purpose of providing and obtaining information. Work under the stress of conflicting goals and timelines. Manage time and prioritize tasks to meet deadlines. Exercise independent judgment and initiative without close supervision. Show interest in, and understanding of, the needs, expectations, and circumstances of internal and

external customers. Recognize workplace hazards and follow safety procedures. Assign work to others according to their abilities and opportunities for development. Be trustworthy and responsible for one’s own actions. Demonstrate diligence in attending to details and quality. Use good judgment in choosing courses of action. Understand the importance of attendance, punctuality, and follow through. Handle complaints and disputes with composure and tact. Work effectively as part of a team. Operate a computer and appropriate software applications.

PHYSICAL DEMANDS

Employees in this classification stand, walk, sit, reach, lift up to 25 pounds, carry, push, pull, stoop/kneel, balance, bend repeatedly, repetitively use fingers, repetitively twist or apply pressure using wrists or hands, use both hands simultaneously, use rapid mental/muscular coordination simultaneously, speak clearly, hear normal voice conversation, see near and far, use depth perception, see small details, use a computer, and telephone.

WORK ENVIRONMENT

Employees in this classification work inside, in direct contact with public, students, and other District staff, with exposure to dust and minor contagious illnesses (cold, flu, etc.), without direct supervision, with a high volume of work and tight deadlines, and with continuously changing priorities and interruptions.

Revised: 02/2017 Salary Range: S-24 Personnel Commission Spec. Est. 8/10/78

Hacienda La Puente Unified School District

SCHOOL OFFICE MANAGER II

DEFINITION

Under general supervision of a school principal, performs a wide variety of complex and responsible secretarial and clerical duties by managing and organizing activities and communications in the administrative office of a middle school, alternative school, or other special school and supervises office staff and support staff.

ESSENTIAL DUTIES


Enrolls, registers and schedules new students; provides assistance to parents and guardians concerning enrollment procedures and forms; completes enrollment information and enter into computerized database; completes records for release or transfer of students.


Coordinates communication between the office and faculty, students, parents and outside organizations; greets visitors and initiates and receives telephone calls; provides detailed information concerning school policies, procedures, actions, activities, programs and schedules; requests necessary information; takes and transmit messages as appropriate.

Serves as liaison between District and site personnel, parents, students, school and community organizations and the general public; coordinates activities, resolves issues and exchanges information.

Operates software systems to input data and generate reports. Maintain and manage the school master calendar. Enters and calculates data to generate reports, record daily employee and student attendance

information, and prepare reports for designated staff. Administers routine first aid to students and staff as assigned by the position; dispenses medication

according to physician instructions and District policy; prepares and maintains related records; notifies parents of ill or injured students as needed.

Provides administrative support to the principal and Assistant Principal; composes, prepares, types, proofreads and distributes a variety of written communications including correspondence, special bulletins, forms, notices and memoranda independently and from oral instructions; schedules appointments and meetings; may prepare and maintain the school master calendar.

Performs confidential secretarial duties for the principal. Maintain and manage CalPads reporting and data entry. Opens, time-stamps, and distributes office mail. Stuffs, sorts, and prepares outgoing mail for pickup. Files digital/paper documents, and creates digital/paper file folders. Calls parents to verify absences and clear absences and truancies. Orders, receives, sorts, distributes, and maintains inventory of supplies. Assists in maintaining appropriate student behavior in the school office. Provides information regarding District policies, rules and regulations, and procedures. Prepares tardy slips, clearance cards, and dismissal slips for students. Maintains budget, monitors purchase orders and expenses against program budgets and accounts,

and prepares budgets transfer requests for an administrator. Collects and counts money, receives and records fees, prepares receipts and deposit slips. Maintains petty cash account. Operates various office machines, such as photocopiers, scanners, fax machines, voicemail systems,

and personal computers. Processes timesheets for classified and certificated employees. Supervises Office and support staff. Performs specialized clerical work involving research, analysis, and independent judgment on a variety

of materials. Plans and schedules a variety of special events including conferences, orientations, and parent

activities, staff meetings and others. Requests substitute teachers as needed; assures adequate coverage of classrooms; greets and

assists substitute teachers by providing keys, materials and pertinent information; maintains accurate attendance records and prepares timesheets.



materials for special events. May drive a vehicle to deliver or pick up checks, bank deposits, and other documents. May provide oral or written translation for non-English speaking individuals. Performs other related duties as directed.








Education:


Experience:

Two years of clerical experience. Experience operating in a lead capacity is desired.

Special:



Some positions in this classification require the ability to speak, read, and write a second language in addition to English, and may require bilingual proficiency for which selective certification may apply (Education Code 45277).

EMPLOYMENT STANDARDS

Knowledge of: Modern office practices, procedures and equipment. Correct English usage, grammar, spelling, punctuation and vocabulary. Basic first aid procedures. Telephone techniques and etiquette. Filing and record-keeping techniques and systems.

Basic clerical accounting. Appropriate student behavior. Microsoft Word, Excel, Outlook, and Internet browsers.

Ability to:




PHYSICAL DEMANDS


WORK ENVIRONMENT


Revised: 02/2017 Salary Range: S-24

Reference Item:

6


SCHOOL OFFICE MANAGER I

DEFINITION

Under general supervision of a school principal, performs a wide variety of complex and responsible secretarial and clerical duties by managing and organizing activities and communications in the administrative office of an elementary school.

ESSENTIAL DUTIES


Assists in enrolling and registering students, and filling out paperwork. Enrolls, registers and schedules new students; provides assistance to parents and guardians concerning enrollment procedures and forms; completes enrollment information and enter into computerized database; completes records for release or transfer of students.


Communicates via email, phone, or in person with members of the public, employees, and other individuals providing answers to questions, disseminating or explaining information, receiving information, and addressing complaints. Coordinates communication between the office and faculty, students, parents and outside organizations; greets visitors and initiates and receives telephone calls; provides detailed information concerning school policies, procedures, actions, activities, programs and schedules; requests necessary information; takes and transmit messages as appropriate.

Answers, screens, and transfers telephone calls and takes messages. (see above) Serves as liaison between District and site personnel, parents, students, school and community

organizations and the general public; coordinates activities, resolves issues and exchanges information.

Operates software systems to input data and generate reports. Enters and calculates data to generate reports, record daily employee and student attendance

information, and prepare reports for designated staff. Administers routine first aid to students and staff. Administers routine first aid to students and staff as

assigned by the position; dispenses medication according to physician instructions and District policy; prepares and maintains related records; notifies parents of ill or injured students as needed.

Prepares letters, bulletins, newsletters, requisitions, routine correspondence and other related materials from verbal or written instructions. Provides secretarial support to the principal and Assistant Principal; composes, prepares, types, proofreads and distributes a variety of written communications including correspondence, special bulletins, forms, notices and memoranda independently and from oral instructions; schedules appointments and meetings; may prepare and maintain the school master calendar.

Performs confidential secretarial duties for the principal. Opens, time-stamps, and distributes office mail. Stuffs, sorts, and prepares outgoing mail for pickup. Files digital/paper documents, and creates digital/paper file folders. Calls parents to verify absences and clear absences and truancies. Orders, receives, sorts, distributes, and maintains inventory of supplies. Assists in maintaining appropriate student behavior in the school office. Provides information regarding District policies, rules and regulations, and procedures. Prepares tardy slips, clearance cards, and dismissal slips for students. Maintains budget, monitors purchase orders and expenses against program budgets and accounts,

and prepares budgets transfer requests for an administrator. Collects and counts money, receives and records fees, prepares receipts and deposit slips. Maintains petty cash account. Dispenses medication according to physician instructions and District policy. Operates various office machines, such as photocopiers, scanners, fax machines, voicemail systems,

and personal computers.

Manages calendars and schedules appointments. (See above) Processes timesheets for classified and certificated employees

Operates in a lead capacity for other staff Performs specialized clerical work involving research, analysis, and independent judgment on a variety

of materials. Makes arrangements for teachers or administrators to attend conferences or luncheons. Plans and

schedules a variety of special events including conferences, orientations, and parent activities, staff meetings and others.

Assigns and coordinates substitutes. Requests substitute teachers as needed; assures adequate coverage of classrooms; greets and assists substitute teachers by providing keys, materials and pertinent information; maintains accurate attendance records and prepares timesheets.



materials for special events. May drive a vehicle to deliver or pick up checks, bank deposits, and other documents. May provide oral or written translation for non-English speaking individuals. May assist with Cal Pass Data entry

Performs other related duties as directed. DISTINGUISHING CHARACTERISTICS AMONG RELATED CLASSES







Education:


Experience:

Two years of clerical experience.

Special:





Knowledge of: Modern office practices, procedures and equipment. Correct English usage, grammar, spelling, punctuation and vocabulary. Basic first aid procedures. Telephone techniques and etiquette. Filing and record-keeping techniques and systems. Basic clerical accounting. Appropriate student behavior. Microsoft Word, Excel, Outlook, and Internet browsers.

Ability to:




PHYSICAL DEMANDS


WORK ENVIRONMENT


Revised: 02/2017 Salary Range: B-24


SCHOOL OFFICE MANAGER I

DEFINITION

Under general supervision of a school principal, performs a wide variety of complex and responsible secretarial and clerical duties by managing and organizing activities and communications in the administrative office of an elementary school.

ESSENTIAL DUTIES


Enrolls, registers and schedules new students; provides assistance to parents and guardians concerning enrollment procedures and forms; completes enrollment information and enter into computerized database; completes records for release or transfer of students.


Coordinates communication between the office and faculty, students, parents and outside organizations; greets visitors and initiates and receives telephone calls; provides detailed information concerning school policies, procedures, actions, activities, programs and schedules; requests necessary information; takes and transmit messages as appropriate.

Serves as liaison between District and site personnel, parents, students, school and community organizations and the general public; coordinates activities, resolves issues and exchanges information.

Operates software systems to input data and generate reports. Enters and calculates data to generate reports, record daily employee and student attendance

information, and prepare reports for designated staff. Administers routine first aid to students and staff as assigned by the position; dispenses medication

according to physician instructions and District policy; prepares and maintains related records; notifies parents of ill or injured students as needed.

Provides secretarial support to the principal and Assistant Principal; composes, prepares, types, proofreads and distributes a variety of written communications including correspondence, special bulletins, forms, notices and memoranda independently and from oral instructions; schedules appointments and meetings; may prepare and maintain the school master calendar.

Performs confidential secretarial duties for the principal. Opens, time-stamps, and distributes office mail. Stuffs, sorts, and prepares outgoing mail for pickup. Files digital/paper documents, and creates digital/paper file folders. Calls parents to verify absences and clear absences and truancies. Orders, receives, sorts, distributes, and maintains inventory of supplies. Assists in maintaining appropriate student behavior in the school office. Provides information regarding District policies, rules and regulations, and procedures. Prepares tardy slips, clearance cards, and dismissal slips for students. Maintains budget, monitors purchase orders and expenses against program budgets and accounts,

and prepares budgets transfer requests for an administrator. Collects and counts money, receives and records fees, prepares receipts and deposit slips. Maintains petty cash account. Operates various office machines, such as photocopiers, scanners, fax machines, voicemail systems,

and personal computers. Processes timesheets for classified and certificated employees. Operates in a lead capacity for other staff. Performs specialized clerical work involving research, analysis, and independent judgment on a variety

of materials. Plans and schedules a variety of special events including conferences, orientations, and parent

activities, staff meetings and others.

Requests substitute teachers as needed; assures adequate coverage of classrooms; greets and assists substitute teachers by providing keys, materials and pertinent information; maintains accurate attendance records and prepares timesheets.



materials for special events. May drive a vehicle to deliver or pick up checks, bank deposits, and other documents. May provide oral or written translation for non-English speaking individuals. May assist with Cal Pass Data entry. Performs other related duties as directed.








Education:


Experience:

Two years of clerical experience.

Special:





Knowledge of: Modern office practices, procedures and equipment. Correct English usage, grammar, spelling, punctuation and vocabulary. Basic first aid procedures. Telephone techniques and etiquette.

Filing and record-keeping techniques and systems. Basic clerical accounting. Appropriate student behavior. Microsoft Word, Excel, Outlook, and Internet browsers.

Ability to:




PHYSICAL DEMANDS


WORK ENVIRONMENT


Revised: 02/2017 Salary Range: B-24

Reference Item:

7

CLASSIFICATION SPECIFICATION REVISION

SPECIAL EDUCATION LIAISON Report Date: February 7, 2017

I. Recommendation

The Personnel Director recommends that the Personnel Commission approve the revision of the classification specification for Special Education Liaison.

II. Background

Revisions were made to the classification specification in order to reflect the current duties and responsibilities of positions within the classification. The minimum qualifications were also revised to more clearly indicate the minimum experience and education needed for the classification. “Knowledge Of” and “Ability to” sections were revised to reflect current knowledge and abilities required to perform the essential duties of the classification. A “Competencies” section was added to identify the important competencies associated with the classification.

The changes are not sufficient to alter the salary allocation.

SUBJECT TO THE APPROVAL OF THE PERSONNEL COMMISSION


SPECIAL EDUCATION LIAISON DEFINITION Under the general supervision of a site administrator, assists with the implementation of services to students with special needs and works with parents and the/ community in support of the district’s special education programs.to assist with the implementation of student services. ESSENTIAL DUTIES The classification specification does not describe all duties performed by all incumbents within the class. This summary provides examples of typical tasks performed in this classification.

Serves as a district liaison for assigned committees and other groups.

Schedules meetings and appointments.

Coordinates meetings with school and district staff, parents, students and others.

Provides referrals and information regarding school district policies and programs.

Checks and verifies that adequate resources are being offered to students with special needs by visiting special education sites and/or other agencies.

Performs a variety of clerical duties including, but not limited to, data entry, answering

phones, filing, photocopying, and maintaining logs and records as required.

Prepares a variety of written materials and documents including flyers, brochures, and publications.

Participates in a variety of meetings, workshops, and committees as required.

Meets with parents, students, small groups, and service agencies to facilitate services for

students with special needs.

Transports job-related materials and resources to other sites using personal transportation as required.

Performs other related duties as directed.

Meets with parents, students, small groups, and service agencies to facilitate services for special needs students; visits special education sites and/or other agencies to assure that adequate services are being delivered to special needs students; may speak a second language in addition to English; drives a vehicle in the course of employment; performs other related duties as directed.


Education:

Graduation from high school or equivalent. College-level coursework in the area of Special Education is desirable.

Experience:

Paid or volunteer experience involving one or any combination of the following: providing services to students with special needs; providing educational services; providing community

resource information and referral services; parent training; school-community liaison services; family support services; or other related experience.

EMPLOYMENT STANDARDS Training and Experience: Any combination of training and experience which would indicate possession of the knowledge, skills,

and abilities listed herein: Experience, paid or volunteer, providing and/or acquiring educational or physical services; working

with individuals, or small groups of students and/or adults; and some experience with community resources and service agencies. College course work in special education training areas is desirable.

Knowledge of: Educational/vocational goals and objectives, especially in the special education area as related to

speech and language services for students.

Emotional and social needs of young students. District and school programs, policies, and procedures. Community resources available to students with special needs. Record keeping and standard filing systems. Effective verbal and non-verbal communication techniques. Office and phone etiquette and procedures. Cooperative work strategies related to students, parents, teachers, and administrators.

Ability to: Understand the emotional and social needs of young people; Secure information by personal interview; Persuade individuals to take a constructive course of action; Understand and carry out written and oral directions; Communicate effectively; Establish and maintain cooperative working relationships; Learn program and District policies, rules and regulations, and procedures.

Communicate effectively, both orally and in writing. Provide a variety of services to students and parents in support of district and departmental

programs. Perform routine clerical duties. Develop effective relationships with persons contacted in the course of employment. Operate standard office equipment, telephones, and computers. Use relevant computer software (i.e., Microsoft Office, including Word, Excel, and Publisher)

to complete assigned tasks. Understand and follow oral and written directions. Drive a vehicle to conduct work.

Competencies:

Action & Results Focus: Initiating tasks and focusing on accomplishment. Attention to Detail: Focusing on the details of work content, work steps, and final work

products.

Customer Focus: Attending to the needs and expectation of customers. Fact Finding: Obtaining facts and data pertaining to an issue or question. Informing: Proactively obtaining and sharing information. Oral Communication: Engaging effectively in dialogue. Professional & Technical Expertise: Applying technical subject matter to the job. Using Technology: Working with electronic hardware and software applications.

License and Automobile Requirement: Possession of a valid California Class C Driver License.

Insurance Requirement: Evidence of adequate insurance for a motor vehicle which meets or exceeds the California legal liability insurance requirement and continue to maintain insurability.

Optional Second Language Requirement: Some positions in this classification require the ability to speak, read, and write a second language in addition to English, and may require bilingual proficiency for which selective certification may apply (Education Code 45277).Some positions in this classification require the ability to speak a second language in addition to English. Candidates who have the ability to speak a second language should so indicate on their application and have their ability evaluated during the course of the examination process for this job classification.

PHYSICAL DEMANDS Employees in this classification stand, walk, sit, lift and carry up to 50 lbs., carry, push, pull, climb stairs, maintain balance, stoop, bend, kneel, crawl, bend repeatedly, reach over head, use fingers repetitively, use hands or wrists repetitively in a twisting motion or while applying pressure, use both hands and/or legs simultaneously, have rapid mental/muscular coordination, speak clearly, hear normal voice conversation, have depth perception, color vision, distinguish shades, see small details, see long distances, drive a vehicle, use a computer, use a telephone. SPECIAL EDUCATION LIAISON - Page 2 WORKING CONDITIONS Employees in this classification work inside exclusively, sometimes in temperatures over 90°, in changing temperatures, poor ventilation, damp or wet areas, dry atmospheric conditions, confined spaces, moving vehicles, with hands in water, work alone, exposed to minor and severe contagious illnesses and diseases (e.g., colds, flu, tuberculosis, measles, mumps, chicken pox, hepatitis, etc.), in direct contact with the public, students, other District staff, without direct supervision, with a high volume of work and tight deadlines, with continuously changing priorities, and with continuous interruptions. Revised: 2/7/17 Salary Range: 17-B Revised: 9/9/96 Salary Range: 17-B


SPECIAL EDUCATION LIAISON DEFINITION Under the general supervision of a site administrator, assists with the implementation of services to students with special needs and works with parents and the community in support of the district’s special education programs. ESSENTIAL DUTIES The classification specification does not describe all duties performed by all incumbents within the class. This summary provides examples of typical tasks performed in this classification.

Checks and verifies that adequate resources are being offered to students with special needs by visiting special education sites and/or other agencies.

Serves as a district liaison for assigned committees and other groups. Schedules meetings and appointments. Coordinates meetings with school and district staff, parents, students and others. Provides referrals and information regarding school district policies and programs. Performs a variety of clerical duties including, but not limited to, data entry, answering phones,

filing, photocopying, and maintaining logs and records as required. Prepares a variety of written materials and documents including flyers, brochures, and publications. Participates in a variety of meetings, workshops, and committees as required. Meets with parents, students, small groups, and service agencies to facilitate services for students

with special needs. Transports job-related materials and resources to other sites using personal transportation as

required. Performs other related duties as directed.


Education:

Graduation from high school or equivalent. College-level coursework in the area of Special Education is desirable.

Experience:

Paid or volunteer experience involving one or any combination of the following: providing services to students with special needs; providing educational services; providing community resource information and referral services; parent training; school-community liaison services; family support services; or other related experience.

EMPLOYMENT STANDARDS Knowledge of:

Emotional and social needs of young students. District and school programs, policies, and procedures. Community resources available to students with special needs. Record keeping and standard filing systems. Effective verbal and non-verbal communication techniques. Office and phone etiquette and procedures. Cooperative work strategies related to students, parents, teachers, and administrators.

Ability to:

Communicate effectively, both orally and in writing. Provide a variety of services to students and parents in support of district and departmental

programs. Perform routine clerical duties. Develop effective relationships with persons contacted in the course of employment. Operate standard office equipment, telephones, and computers. Use relevant computer software (i.e., Microsoft Office, including Word, Excel, and Publisher) to

complete assigned tasks. Understand and follow oral and written directions. Drive a vehicle to conduct work.

Competencies:

Action & Results Focus: Initiating tasks and focusing on accomplishment. Attention to Detail: Focusing on the details of work content, work steps, and final work products. Customer Focus: Attending to the needs and expectation of customers. Fact Finding: Obtaining facts and data pertaining to an issue or question. Informing: Proactively obtaining and sharing information. Oral Communication: Engaging effectively in dialogue. Professional & Technical Expertise: Applying technical subject matter to the job. Using Technology: Working with electronic hardware and software applications.

License and Automobile Requirement: Possession of a valid California Class C Driver License.

Insurance Requirement: Evidence of adequate insurance for a motor vehicle which meets or exceeds the California legal liability insurance requirement and continue to maintain insurability.

Optional Second Language Requirement: Some positions in this classification require the ability to speak, read, and write a second language in addition to English, and may require bilingual proficiency for which selective certification may apply (Education Code 45277).

PHYSICAL DEMANDS Employees in this classification stand, walk, sit, lift and carry up to 50 lbs., carry, push, pull, climb stairs, maintain balance, stoop, bend, kneel, crawl, bend repeatedly, reach over head, use fingers repetitively, use hands or wrists repetitively in a twisting motion or while applying pressure, use both hands and/or legs simultaneously, have rapid mental/muscular coordination, speak clearly, hear normal voice conversation, have depth perception, color vision, distinguish shades, see small details, see long distances, drive a vehicle, use a computer, use a telephone. WORKING CONDITIONS Employees in this classification work inside exclusively, sometimes in temperatures over 90°, in changing temperatures, poor ventilation, damp or wet areas, dry atmospheric conditions, confined spaces, moving vehicles, with hands in water, work alone, exposed to minor and severe contagious illnesses and diseases (e.g., colds, flu, tuberculosis, measles, mumps, chicken pox, hepatitis, etc.), in direct contact with the public, students, other District staff, without direct supervision, with a high volume of work and tight deadlines, with continuously changing priorities, and with continuous interruptions. Revised: 2/7/17 Salary Range: 17-B

Reference Item:

8

CLASSIFICATION SPECIFICATION REVISION

WAREHOUSE DELIVERY WORKER Report Date: February 7, 2017

I. Recommendation

The Personnel Director recommends that the Personnel Commission approve the revision of the classification specification for Warehouse Delivery Worker.

II. Background

Revisions were made to the classification specification in order to reflect the current duties and responsibilities of positions within the classification. The minimum qualifications were also revised to more clearly indicate the minimum experience and education needed for the classification. Special requirement of valid Forklift Operator Certification was added.

The changes are not sufficient to alter the salary allocation.

SUBJECT TO THE APPROVAL OF THE PERSONNEL COMMISSION


WAREHOUSE DELIVERY WORKER DEFINITION

Under the general supervision of the Warehouse Supervisor, performs manual and clerical functions related to receiving, inspecting, storing, distributing, and delivering equipment, materials, and supplies shipped to the District warehouse.

ESSENTIAL DUTIES


Drives a bobtail truck or light motor vehicle to make deliveries to various schools and offices. Picks up and delivers mail, equipment, printed material, toners, surplus, and other miscellaneous supplies. Transports cafeteria money, payroll checks, school site money bags, and mail. Loads, unloads, and moves supplies and equipment. Lifts and moves stock by hand, hand cart, or warehouse equipment including forklifts and

pallet jacks, to shelf or floor storage locations. Pulls, checks, and packages stock for distribution to various departments according to requisitions. Checks, packs, wraps, and prepares parcels, letters, and food for shipment or delivery. Maintains shelves and goods in a clean and orderly condition. Receives materials, equipment, and supplies delivered on purchase orders. Inspects shipments for conformity to purchase order specifications. Checks stock status and prints requisitions using a computer. Processes first class mail using a postage meter machine. Sorts and prepares bulk mail. Performs other related duties as required.


A Stock Delivery Worker performs stock, receiving, storage, delivery, and related clerical duties.

A Warehouse Delivery Worker performs receiving, inspecting, storing, distributing, and related clerical duties, and delivers equipment, materials, and supplies shipped to the District warehouse using a medium-sized truck. A Warehouse Supervisor is responsible for planning, directing, and coordinating the District warehouse operation and supervises warehouse personnel in performing a variety of warehouse and delivery activities.


Education:


Experience:

Six months of experience in receiving, storing, and delivering stock in a warehouse environment, and six months of experience driving a medium-sized truck.

Special:

Possession of a valid California Class C Driver License.

Evidence of adequate insurance for a motor vehicle which meets the California legal liability insurance requirement and continual insurance coverage during employment.

Successfully complete a pre-employment physical examination. Valid Forklift Operator Certification within six months of employment. Certification will be

provided by the District.


Knowledge of:

Modern warehousing practices and procedures. Proper methods of storing equipment, materials, and supplies. Inventory control procedures. Proper methods of handling, packing, wrapping, mailing, and shipping packages. Proper safety and security practices. Equipment, materials, and supplies used in school districts. Vehicle operation and routine maintenance.

Ability to:

Perform manual work of lifting and moving equipment, materials, and supplies. Prepare and maintain records.

Operate powered industrial equipment (forklift, electric pallet jack, etc.), trucks, and other light motor vehicles properly.

Understand and carry out oral and written directions. Establish and maintain cooperative working relationships. Use a computer and basic work-related software.

Exercise independent judgment and initiative without close supervision. Demonstrate diligence in attending to details and quality. Understand and meet the needs of customers. Understand the importance of attendance, punctuality, and following through. Work under the stress of conflicting goals and timelines. Be trustworthy and responsible for one’s own actions. Perform mathematical calculations. Recognize workplace hazards and follow safety procedures. Manage time and prioritize tasks to meet deadlines. Work effectively as part of a team.

PHYSICAL DEMANDS

Employees in this classification stand, walk, lift, carry, push, and pull up to 50 lbs (up to 100 lbs. with assistance); climb ladders and stairs; maintain balance; stoop and bend repetitively; reach over head, repetitively use fingers, repetitively use wrists and/or hands in a twisting motion or while applying pressure; simultaneously use both hands, arms, and/or legs; have rapid mental/muscular coordination; speak clearly, hear normal voice conversation; have depth perception, see small details and long distances; operate mobile motorized equipment and vehicles, and use a computer, telephone, and radio. All employees must be able to comply with work place safety and regulatory requirements, including Occupational Safety and Health Administration (OSHA) regulations, and those of any other competent authority.

WORK ENVIRONMENT

Employees in this classification work inside and outside, in changing temperatures, including temperatures below 50° and over 90°, inside refrigerators and freezers, in dry and wet atmospheric conditions, with dangerous machinery, with machinery with moving parts, and moving vehicles, with exposure to minor contagious illnesses (cold, flu, etc.), exposure to severe contagious illnesses

(tuberculosis, measles, mumps, chicken pox, hepatitis, etc.), in direct contact with the public, students, and District personnel, in the absence of direct supervision, with a high volume of work and tight deadlines.

Revised: 10/04/11 Salary Range: 22-B


WAREHOUSE DELIVERY WORKER DEFINITION

Under the general supervision of the Warehouse Supervisor, performs manual and clerical functions related to receiving, inspecting, storing, distributing, and delivering equipment, materials, and supplies shipped to the District warehouse.

ESSENTIAL DUTIES


Drives a bobtail truck or light motor vehicle to make deliveries to various schools and offices. Picks up and delivers mail, equipment, printed material, toners, surplus, and other miscellaneous

supplies. Transports cafeteria money, payroll checks, school site money bags, and mail. Loads, unloads, and moves supplies and equipment. Lifts and moves stock by hand, hand cart, or warehouse equipment including forklifts and

pallet jacks, to shelf or floor storage locations. Pulls, checks, and packages stock for distribution to various departments according to

requisitions. Checks, packs, wraps, and prepares parcels, letters, and food for shipment or delivery. Maintains shelves and goods in a clean and orderly condition. Receives materials, equipment, and supplies delivered on purchase orders. Inspects shipments for conformity to purchase order specifications. Checks stock status and prints requisitions using a computer. Processes first class mail using a postage meter machine. Sorts and prepares bulk mail. Performs other related duties as required.


A Stock Delivery Worker performs stock, receiving, storage, delivery, and related clerical duties.

A Warehouse Delivery Worker performs receiving, inspecting, storing, distributing, and related clerical duties, and delivers equipment, materials, and supplies shipped to the District warehouse using a medium-sized truck. A Warehouse Supervisor is responsible for planning, directing, and coordinating the District warehouse operation and supervises warehouse personnel in performing a variety of warehouse and delivery activities.


Education:


Experience:

Six months of experience in receiving, storing, and delivering stock in a warehouse environment, and six months of experience driving a medium-sized truck.

Special:

Possession of a valid California Class C Driver License. Evidence of adequate insurance for a motor vehicle which meets the California legal liability

insurance requirement and continual insurance coverage during employment. Successfully complete a pre-employment physical examination. Valid Forklift Operator Certification within six months of employment. Certification will be

provided by the District.


Knowledge of:

Modern warehousing practices and procedures. Proper methods of storing equipment, materials, and supplies. Inventory control procedures. Proper methods of handling, packing, wrapping, mailing, and shipping packages. Proper safety and security practices. Equipment, materials, and supplies used in school districts. Vehicle operation and routine maintenance.

Ability to:

Perform manual work of lifting and moving equipment, materials, and supplies. Prepare and maintain records. Operate powered industrial equipment (forklift, electric pallet jack, etc.), trucks, and other

light motor vehicles properly. Understand and carry out oral and written directions. Establish and maintain cooperative working relationships. Use a computer and basic work-related software. Exercise independent judgment and initiative without close supervision. Demonstrate diligence in attending to details and quality. Understand and meet the needs of customers. Understand the importance of attendance, punctuality, and following through. Work under the stress of conflicting goals and timelines. Be trustworthy and responsible for one’s own actions. Perform mathematical calculations. Recognize workplace hazards and follow safety procedures. Manage time and prioritize tasks to meet deadlines. Work effectively as part of a team.

PHYSICAL DEMANDS

Employees in this classification stand, walk, lift, carry, push, and pull up to 50 lbs (up to 100 lbs. with assistance); climb ladders and stairs; maintain balance; stoop and bend repetitively; reach over head, repetitively use fingers, repetitively use wrists and/or hands in a twisting motion or while applying pressure; simultaneously use both hands, arms, and/or legs; have rapid mental/muscular coordination; speak clearly, hear normal voice conversation; have depth perception, see small details and long distances; operate mobile motorized equipment and vehicles, and use a computer, telephone, and radio. All employees must be able to comply with work place safety and regulatory requirements, including Occupational Safety and Health Administration (OSHA) regulations, and those of any other competent authority.

WORK ENVIRONMENT

Employees in this classification work inside and outside, in changing temperatures, including

temperatures below 50° and over 90°, inside refrigerators and freezers, in dry and wet atmospheric conditions, with dangerous machinery, with machinery with moving parts, and moving vehicles, with exposure to minor contagious illnesses (cold, flu, etc.), exposure to severe contagious illnesses (tuberculosis, measles, mumps, chicken pox, hepatitis, etc.), in direct contact with the public, students, and District personnel, in the absence of direct supervision, with a high volume of work and tight deadlines.

Revised: 2/7/17 Salary Range: B-22

personnel commission · personnel commission for the term of december 6, 2016 to december 1, 2017....

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