Embed Size (px)
Citation preview
LOS ANGELES UNIFIED SCHOOL DISTRICT
PERSONNEL COMMISSION
AGENDA / ORDER OF BUSINESS
Council Meeting
TUESDAY, MAY 26, 2020
10:00 A.M., VIA ZOOM
Personnel Commission Meeting
THURSDAY, JUNE 4, 2020
3:00 P.M., VIA ZOOM
https://lausd.zoom.us/j/93665629694?p
wd=ZDJYN2NjWVhzdHNvdHo2Rity
UTFJdz09
Meeting ID: 936 6562 9694
✓
This meeting is being held in accordance with the State Emergency Services Act, the Governor’s
Emergency Declaration related to COVID-19, and the Governor’s Executive Order N-29-20 issued on
March 17, 2020 to allow attendance by members of the Los Angeles Unified School District Personnel
Commission by teleconference, videoconference, or both.
Join Zoom Meeting
https://lausd.zoom.us/j/93665629694?pwd=ZDJYN2NjWVhzdHNvdHo2RityUTFJdz09
Meeting ID: 936 6562 9694
Password: 819022
If you join the meeting by phone and wish to make an unscheduled comment, please press *9 and you
will be selected from the meeting queue. NOTE: Your phone number will appear on the screen unless
you first dial *67 before dialing the numbers (*67 1-___-___-____)
One tap mobile
+14086380968,,93665629694# US
+16699006833,,93665629694# US
Meeting ID: 936 6562 9694
Password: 819022
1. Convene regular meeting. Roll call.
2. Approval of minutes of the meeting of May 7, 2020.
3. Receipt of minutes of the meeting of May 21, 2020.
CONSENT ITEMS
4. Ratification of Reclassification by Director’s Approval: APPROVED
a. Various positions in the Division of Special Education, from Special Education Trainee
($17.83519-22.21376/hr.) to Special Education Assistant ($19.87546-24.75835/hr.),
effective April 30, 2020. (RDA 1669, Instructional Assistance Series)
b. Various positions in the Division of Special Education, from Special Education Trainee
($17.83519-22.21376/hr.) to Special Education Assistant ($19.87546-24.75835/hr.),
effective May 11, 2020. (RDA 1670, Instructional Assistance Series)
5. Approval of revised Class Descriptions recommended, effective June 4, 2020: APPROVED
Grants and Funding Specialist
Head Accountant
Media Technical Assistant
SAP Functional Analyst (FI/CO, Budget)
6. Authorization of Field of Competition in forthcoming examination: APPROVED
Class Title Recommendation
Head Accountant
($7,951.84-9,871.02/mo.)
SAP Functional Analyst (FI/CO, Budget)
($8,801.51- 10,921.86/mo.)
Class Descriptions dated June 4, 2020.
Open; also promotional for all regular or retired
employees of the District who meet the entrance
qualifications specified in the Class Description
and who have served at least 130 paid days in
regular status in the Classified Service or have
permanent status in the Certificated Service.
Dual Certification.
Media Technical Assistant
($32.59076-40.63265/hr.)
Class Descriptions dated June 4, 2020.
Promotional for all regular or retired employees
of the District who meet the entrance
qualifications specified in the Class Description
and who have served at least 130 paid days in
regular status in the Classified Service or have
permanent status in the Certificated Service.
7. It is recommended that the following reclassification action be ratified: APPROVED
Case 11891
8. a. Title Change for the class of Chief Accountant. (Case 11882) APPROVED
b. Approval of class description recommended, effective June 4, 2020: APPROVED
Accounting Manager
c. Authorization of Field of Competition in forthcoming examinations: APPROVED
Class Title Recommendation
Accounting Manager
($9,349.37-11,574.70/mo.)
Class Descriptions dated June 4, 2020.
Open; also promotional for all regular or
retired employees of the District who meet the
entrance qualifications specified in the Class
Description and who have served at least 130
paid days in regular status in the Classified
Service or have permanent status in the
Certificated Service. Dual Certification.
9. a. Establishment of the class of Forensic and Support Services Manager, Inspector General’s
Office. (Case 11898) APPROVED
b. Approval of class description recommended, effective June 4, 2020: APPROVED
Forensic and Support Services Manager, Inspector General’s Office
c. Authorization of Field of Competition in forthcoming examinations: APPROVED
Class Title Recommendation
Forensic and Support Services Manager,
Inspector General’s Office
($8,978.28-11,186.22/mo.)
Class Descriptions dated June 4, 2020.
Open; also promotional for all regular or
retired employees of the District who meet
the entrance qualifications specified in the
Class Description and who have served at
least 130 paid days in regular status in the
Classified Service or have permanent status
in the Certificated Service. Dual
Certification.
10. Public Comment
a. Public employee discipline
b. Examination Appeals
NOTE: Public comment is for the purpose of hearing
issues that are not addressed in staff or Hearing Officer
reports. This time should not be used to attempt to re-hear
the case. Speakers are requested to limit their comments
to 1 -1 ½ minutes with a maximum of 3 minutes for
multiple speakers on the same side of an issue. It is
preferable that individuals wishing to address these cases
do so by submitting a written statement to staff by the
close of business on the Thursday preceding the
Commission hearing.
11. Recess to Closed Session in Accordance with Provisions of the Government Code (Section 54957)
to Consider:
a. Examination Appeals
➢ Assistant Project Manager
➢ IT Support Technician
12. Reconvene Regular Session and report of actions taken in Closed Session.
13. Consideration of the recommendation of staff on the Examination Appeals for:
Assistant Project Manager (Case 0071)
IT Support Technician (Case 0072)
Please send an email to Suzanne Morrow ([email protected]) if you intend to address the Commissioners at this meeting including the item that you wish to discuss.
The Los Angeles Unified School District Personnel Commission, in complying with the
Americans with Disabilities Act (“ADA”), requests individuals who
require special accommodations to access and/or participate in Personnel Commission
meetings to please contact the Personnel Commission ([email protected]) or District
office at (213) 241-7800. Please contact the District as soon as possible before the scheduled
Personnel Commission meeting to ensure that the Commission or District may assist you.
LOS ANGELES UNIFIED SCHOOL DISTRICT CLASS DESCRIPTION PERSONNEL COMMISSION Class Code 5910
Unit D GRANT AND FUNDING SPECIALIST DEFINITION
Performs a wide variety of research, coordination, and development activities for funding application proposals; monitors grant-funded projects; prepares necessary documentation and correspondences; develops and writes proposals, and performs administrative support tasks.
TYPICAL DUTIES
Identifies potential sources of funding from federal, State and private sources and evaluates appropriateness of grant funding relative to District policies and goals.
Prepares grant applications and proposals and supporting documentation to ensure compliance with funding requirements. Develops ongoing criteria and methodology for establishing compliance of rules and regulations. Researches federal, State, and local rules, guidelines, and procedures to comply with grant regulations in part by detecting early signs of non-compliance and acting accordingly to remedy the issues. Reconciles grant accounts and monitors related expenditures including payroll, purchase orders, transfers, and payments; and conducts closeout procedures for grant agreement. Confers and collaborates with District accounting and financial offices to ensure appropriate financial postings to grants are maintained. Coordinates with department administrators to identify District projects that are compatible with available funding sources. Tracks status of proposals and provides additional information as required by the funding source. Develops and maintains contacts with local, State, and federal funding agencies. Maintains records for grants ensuring compliance with applicable regulations and policies,
including assisting with financial reporting. Tracks existing grants deadlines, monitors status of progress reports, and seeks continuation of
grant funding for current programs. Works with the appropriate personnel to expedite internal processing of proposals. Maintains a positive, proactive relationship with other District departments, community organizations, city officials, non-profit agencies, and other educational institutions to ensure full grant compliance and process efficiency. Creates and distributes standard and special reports, studies, summaries, and analyses, as required. Assists in the scheduling of meetings and the development of timetables, proposal language, and deadlines to ensure timely grant submission. Assists in the development of bids, Requests for Proposals, evaluation criteria, contracts, and the collection and analysis of data to measure grant program effectiveness. Assists with analyzing and evaluating sites and services in determining eligibility in relationship to
federal, State, and District policies and regulations. Attends meetings with officials of funding agencies to receive information and training in the areas
of grant procurement and development as necessary. Assists with preparing revenue projections, financial reports, and various budget reports. May develop business and compliance work flow process for E-Rate best practices and provides
training to staff. May survey other district and eligible organizations to learn methods and procedures for problem
solving and process efficiencies for possible application to District operations.
May construct, update, and maintain department website and forms using common software. May provide technical assistance to other proposal writers as needed. Performs related duties as assigned.
DISTINGUISHING CHARACTERISTICS AMONG RELATED CLASSES
A Grant and Funding Specialist researches and prepares grant proposals for a division or divisions for approval by a division administrator. A Grant and Funding Program Manager is responsible for managing grant funding processes, grant identification and preparation, program monitoring, preparation of compliance reports, and program evaluation activities.
An Administrative Analyst performs a variety of journey-level duties that are oriented primarily toward the analysis of systems and procedures, organization and management, work-flow and distribution, work simplification, and improvement in efficiency.
SUPERVISION
General supervision is received from an administrator, a Grant and Funding Manager, or designee. Work direction may be exercised over clerical employees as assigned.
CLASS QUALIFICATIONS
Knowledge of:
Relevant State and federal rules, policies, procedures and laws Concepts, principles, techniques, and practices of grant development and writing Grant acquisition techniques Grant terms and conditions Spreadsheet, database, word processing, and graphics computer software programs Basic statistics including data collection and sampling techniques Basic principles and practices of budget development and implementation Techniques for collecting or producing basic mapping or demographic data.
Ability to:
Synthesize ideas and implementation plans and present them in clear, concise prose Organize and present supporting documentation in the manner prescribed by funding sources Use spoken and written English effectively in contacts with individuals and groups Plan and organize work to meet deadlines Interpret, summarize, and recognize the implications of legislation and complex documents Devise methods and procedures for obtaining a variety of data Analyze data and draw logical conclusions Work effectively with District personnel, representatives of other organizations, and the public Operate an office computer Synthesize ideas and implementation plans and present them in clear concise prose Organize and present supporting documentation in the manner prescribed by funding sources Conduct presentations
ENTRANCE QUALIFICATIONS
Education: Graduation from a recognized college or university with a bachelor’s degree preferably in communications, education, business, public administration, or one of the behavioral sciences.
LAUSD experience working with grants or other funding programs beyond the required experience may be substituted for the required college education on a year-for-year basis for up to two years of the required education if proof of graduation from high school or evidence of equivalent educational proficiency is provided.
Experience:
Three years of grant proposal writing and research experience or other funding application preparation, writing, research, and program compliance monitoring experience is required, preferably for an educational institution or public agency.
Special:
A valid California Driver License. Use of an automobile.
The class description is not a complete statement of essential functions, responsibilities, or requirements. Entrance requirements are representative of the minimum level of knowledge, skill, and /or abilities. To the extent permitted by law, management retains the discretion to add or change typical duties of a position at any time, as long as such addition or change is reasonably related to existing duties.
Revised 06-04-20 LKD District Notification Date :05-04-20 Union Notification Date: 05-13-20
LOS ANGELES UNIFIED SCHOOL DISTRICT CLASS DESCRIPTION PERSONNEL COMMISSION Class Code 1051
Management HEAD ACCOUNTANT DEFINITION
Directs and is responsible for complex accounting and related activities such as reporting of fiscal data related to legislation, budgets, and financial forecasting, carried out by a large staff of professional, technical, and clerical employees in a specialized section of the Accounting and Disbursements Division.
TYPICAL DUTIES
Plans and directs the activities of a large group of professional, technical, and clerical employees engaged in a specialized part of the accounting, and financial reporting systems, paying, disbursing, and controlling functions of the Accounting and Disbursements Division.
Analyzes and reviews the various complex and interrelated components of the District’s financial reporting system to develop and recommend improvements and to increase the accuracy and efficiency of projections regarding the District’s total financial status (income and expenditure projections and cost allocation to programs).
Directs and participates in the development or revision of procedures in order to meet requirements of law, to provide requested services to management and employees, to improve efficiency in activities, and to coordinate activities with those of other sections, branches and divisions.
Consults with and advises District administrators on systems and procedures, services provided, and requirements of laws and rules.
Consults with and obtains information and advice from administrative and legal personnel and from representatives of other governmental agencies. Reviews major accounting, payroll, and statistical reports; procedural instructions; financial
systems reports of special studies and investigations; and makes decisions or recommendations.
Represents the section or branch on committees studying possible changes in organization, procedures, or regulations affecting inter-section activities.
Acts as liaison between the District and other educational agencies to obtain clarification of procedures and guidelines and makes determination regarding the preparation of reports to federal, State, and county offices.
Directs, approves, or recommends the establishment of controls to ensure accuracy of financial records and statements and source documents.
Advises subordinates and others on difficult problems of procedures and accounting classifications, and on legal requirements and restrictions.
Prepares or supervises the preparation of Board reports, reviews Board Reports and other documents for pertinent information, and follows up to ensure that necessary actions are taken.
May prepare state required financial reports on a variety of programs, including reimbursements claims for certain State and federal programs.
May answer questions and complaints from vendors, contractors, and others about the payment of no salary obligations or requests for information and documents from contract auditors.
May act for a Director of Accounting during absence or as assigned. Performs related duties as assigned.
DISTINGUISHING CHARACTERISTICS AMONG RELATED CLASSES
A Head Accountant is the administrative head of a specialized section engaged in accounting and related activities such as reporting fiscal data directly related to legislation, budget, cost, and financial forecasting. The class is characterized by administrative responsibility for planning, scheduling, and coordinating day-to-day activities of a large number of professional, technical, and clerical employees.
The An Chief Accountant Accounting Manager plans and directs the maintenance of central accounting records and controls witin 2 or more specialized sections for all District financial transactions through multiple Head Accountants.
A Principal Accountant performs a combination of professional accounting and administrative duties as an assistant to the head of a major section or as the responsible supervisor of a section with less technical accounting functions.
SUPERVISION
General direction is received from the Director of Accounting or the Chief Accountant Accounting Manager. General direction is exercised over supervisory accounting personnel and lower-level employees in professional, technical, and clerical classes.
CLASS QUALIFICATIONS
Knowledge of:
Governmental tax and school accounting theory and practice Provisions of the Education Code and city, county, State, and federal laws, rules, and
regulations affecting public-school accounting and financial activities Fiscal management and statistical reporting techniques Principles of work organization and simplification Structure of the District’s accounting and budgeting systems Basic capabilities of computers and accounting and budgeting software systems Principles of supervision District personnel, payroll, budget, and accounting systems Principles and practices of budget preparation and control, cost accounting, and fiscal
management, particularly as they relate to a large school district
Ability to:
Plan, direct, and review a variety of accounting and related activities and meet deadlines Analyze financial activities of a large organization Manage complex projects that span across multiple functional areas
Analyze and interpret accounting and statistical data Analyze budgetary and cost reports Analyze and interpret legislation affecting District finances Express difficult concepts orally and in writing Work effectively with committees and individuals Direct, conduct, and participate in orientation and training of professional and clerical employees Prepare clear, concise reports and recommendations Plan, supervise, and conduct training of employees Make effective oral presentations
ENTRANCE QUALIFICATIONS
Education:
Graduation from a recognized college or university with a bachelor’s degree in accounting, business administration, auditing, finance, or a related field, including or supplemented by the completion of courses that provide at least 20 semester units or equivalent quarter units in accounting. Professional accounting, field-auditing experience, financial systems analysis, or financial forecasting experience beyond that required, may be substituted for up to two years of the required education on a year-for-year basis, provided that graduation from high school or evidence of equivalent educational proficiency and 20 semester units in accounting is met. A bachelor’s degree in accounting is highly preferable.
Experience:
Four years of professional-level experience in accounting, field-auditing, or analysis of financial systems and forecasting; this experience must include two years of supervision of professional accounting personnel. Two years of governmental accounting or governmental field-auditing experience preferred.
Special:
Certification as a Certified Public Accountant (CPA) is preferable
SPECIAL NOTES
1. Management class, exempt from bargaining units. 2. An employee in this class may be subject to the reporting requirements of the District’s Conflict of Interest Code.
The class description is not a complete statement of essential functions, responsibilities, or requirements. Entrance requirements are representative of the minimum level of knowledge, skill, and /or abilities. To the extent permitted by law, management retains the discretion to add or change typical duties of a position at any time, as long as such addition or change is reasonably related to existing duties.
Revised 06-04-2020 SD
LOS ANGELES UNIFIED SCHOOL DISTRICT CLASS DESCRIPTION PERSONNEL COMMISSION Class Code 4636
Unit D MEDIA TECHNICAL ASSISTANT DEFINITION
A Media Technical Assistant assists District administrators in the development of effective multimedia presentations to Board members and other District personnel regarding special projects, progress reports, and other District business.
TYPICAL DUTIES
Develops concepts for effective visual presentations regarding their planning, development,
format and delivery of graphics and other resource materials to Board members and other District administrators.
Uses computer applications to produce visual presentations, which include overhead projections, slides, transparencies, hard copy reference documents, posters, and other visual aids.
Utilizes desktop publishing software to develop, produce, revise and maintain electronic files of District-wide division specific organization charts.
Confers with supervisory-level staff and administrators to obtain and impart technical information and other sensitive information regarding the preparation of organization charts.
Designs, modifies or produces charts, graphs, graphic art and other visual resources. Makes recommendations to District executives regarding common usage, format, and procedures
relative to organization charts and other materials. Participates in workflow meetings, creates drafts for processes, follows up with administrators (or
designee), and finalizes process flow charts for review and approval. Assists with set up of web casts, web conferencing and other remote media meeting formats. Assists with the set up of presentation equipment in conference rooms. Investigates, reports, and arranges for demonstrations of new equipment and processes. Constructs signboards utilizing a computerized mounting and laminating press machine to produce
materials up to 40" x 60" in size. Performs related duties as assigned.
DISTINGUISHING CHARACTERISTICS AMONG RELATED CLASSES
A Media Technical Assistant assists with the development, modification and presentation of multimedia presentations and organization charts for District administrators.
A Multimedia Designer analyzes designs, develops, implements, and evaluates multimedia knowledge sharing solutions.
A Graphics Designer II consults with staff and administrators and plans, designs, and prepares graphics, illustrations, and artwork for a variety of media platforms with greater latitude for independent judgment.
SUPERVISION
General supervision is received from an administrator.
CLASS QUALIFICATIONS
Knowledge of:
Board of Education rules, policies, and functions Office practices and procedures Record keeping and inventory methods Graphic presentations
Ability to:
Exercise initiative and good judgment Plan and organize work to meet deadlines Operate office computers and other office machines, including copiers and calculators Follow oral and written instructions Work with figures rapidly and accurately Work effectively with District employees, students, and the public Use spoken and written English effectively in contacts with individuals and groups
Special Physical Requirement:
Safely lift and move items weighing up to 50 pounds.
ENTRANCE QUALIFICATIONS
Education:
Graduation from high school or evidence of equivalent educational proficiency.
Experience:
One year of experience using computer programs to prepare formal multimedia presentations and organization charts.
Special:
A valid California Driver License and the availability of private transportation, or the ability to utilize an alternative method of transportation. Use of an automobile or van.
SPECIAL NOTE This class description is not a complete statement of essential functions, responsibilities, or requirements. Entrance Rrequirements are representative of the minimum level of knowledge, skill, and/or abilities. To the extent permitted by law, Mmanagement retains the discretion to add or change typical duties of a position at any time, as long as such addition or change is reasonably related to existing duties. Revised District Notification: 5-14-20 06-04-20 Union Notification: 5-14-20 SH
LOS ANGELES UNIFIED SCHOOL DISTRICT CLASS DESCRIPTION PERSONNEL COMMISSION Class Code 4839
Unit J SAP FUNCTIONAL ANALYST (FI/CO, Budget) DEFINITION
Formulates concepts for, develops, and supports the implementation, maintenance, and upgrade of the District’s SAP Finance (FI), Controlling (CO), and Budget modules.
TYPICAL DUTIES
Consults with technical and managerial personnel and with end-users to gather information related
to functional business requirements of the District and recommends best practice information technology solutions to problems affecting financial operations.
Develops system requirements, process designs, detailed business activities, data mapping, and data modeling to support the implementation and maintenance of SAP finance modules. Analyzes and/or participates in the resolution of complex, unusual, urgent or sensitive configuration or master data issues. Recommends technical policies and identifies opportunities for project development and suggests
corrective actions to improve efficiency and business processes.; and technical aspects of the SAP module.
Develops prototype solutions to ensure they meet business requirements. Analyzes and identifies data integrity issues with existing and proposed systems and implements
solutions. Manages and configures the SAP FI/CO and Budget system modules to meet District business
requirements, documents configuration, and manages transport requests from the development system to the quality testing system and to the production system.
Facilitates business process discussions and translates business requirements into SAP functional design specifications for Prepares and compiles functional specifications to detail reports, enhancements, interfaces, forms, and conversions, to be developed for the implementation of the new system including specifications for reports from the Business Warehouse (BW).
Participates in the building of business plans and strategic directions by formulating standards and processes for financial procedures.
Prepares business process procedures and job aids to document new and documenting redesigned business methods and provide end user support.
Collaborates with technical personnel to overseeing and monitor interfaces between SAP and external systems. such as MAXIMO, Motor Coach Management System (MCMS), and Integrated Management System (IFS) on items such as interfaces.
Manages logistics of SAP Finance-specific projects and change requests including managing timelines, coordinating and coordination of staff and other project resources, and overseeing
user acceptance testing. Evaluates test results from change requests and recommends changes and enhancements as
necessary. Coordinates with other SAP teams such as Payroll, and Human Resources, and Procurement on
various integration points like Job Cost-specific personnel master data set-up and the resultant Payroll to Finance (FI/CO) and Procure to Pay Payroll postings.
Implements system upgrades and support packages. Reviews or provides guidance on materials developed by Associate Computer Application Specialist SAP employees such as business process procedure documents, test scripts, or unit
and system integration testing. Maintains communication among SAP Functional teams during requirement gathering and
implementation process for integrated complex projects.
Develops training materials and provides training and coaching to end users. Performs related duties as assigned.
DISTINGUISHING CHARACTERISTICS AMONG RELATED CLASSES
The SAP Functional Analyst (FI/CO, Budget) serves as a consultant regarding the functional business requirements of the District’s SAP Finance modules, recommends long-range developmental plans, prepares technical specifications and analyzes hardware and software requirements. The SAP Functional Analyst also directs the major activities involved in planning, development, and implementation of the configuration of an SAP module and may supervise and coordinate efforts of an Associate Computer Applications Specialist SAP.
An Associate Computer Applications Specialist (SAP) performs less difficult and less complex work in formulating concepts for developing and supporting the implementation and upgrade of the District’s SAP modules.
Other functional analysts serve as consultants regarding the functional business requirements of the District SAP modules such as Payroll, Organizational Management, Time Management, and Personnel Administration.
SUPERVISION
General direction is received from a higher-level administrator typically a Computer Applications Administrator SAP or other higher-level administrators. Supervision may be exercised over lower level personnel.
CLASS QUALIFICATIONS
Knowledge of:
Theory and practice of financial administration SAP configuration, design, testing, and development in SAP finance and benefits modules Integration points across SAP modules including impact of changes made within modules SAP best practices for K-12 employee lifecycle business processes Software Testing Tools Project Management Software capabilities
Ability to:
Identify improvements for business processes and supporting systems Analyze functional requirements, apply governing rules and regulations, make recommended
changes, and translate into best practices solutions within SAP Determine business requirements and translate requirements for SAP implementation design into functional specifications Utilize software testing tools to perform unit and system integration testing Apply strong lateral and analytical thinking skills Utilize project management software to keep track of progress on projects Manage projects and meet stringent project deadlines Work effectively across functional; technical; and organization readiness teams to ensure
communication and coordination of system configuration and design as well as future functionality releases
Write and orally express difficult and complex concepts clearly and concisely Develop training material and job aids for end users
ENTRANCE QUALIFICATIONS
Education:
Graduation from a recognized college or university with a Bachelor’s degree preferably in computer science, finance, accounting, budget, information systems, or a related field. Additional qualifying experience in system design may be substituted for up to two years of the required education on a year-to-year basis.
Experience:
Three years of configuration, design, and implementation experience with SAP FI/CO or Budget Modules ECC 6.0 4.7 or higher. Experience must include implementation of at least one full SAP lifecycle. Public sector experience is preferable. Additional experience in the field of accounting, finance, or budget is also preferable.
SPECIAL NOTES
1. Management class. The class description is not a complete statement of essential functions, responsibilities, or requirements. Requirements are representative of the minimum level of knowledge, skill and/or abilities. Management retains the discretion to add or change typical duties of a position at any time. This class description is not a complete statement of essential functions, responsibilities, or requirements. Entrance requirements are representative of the minimum level of knowledge, skill, and /or abilities. To the extent permitted by law, management retains the discretion to add or change typical duties of a position at any time, as long as such addition or change is reasonably related to existing duties. Revised 06-04-20 PJO District Notification Date: 05-07-20 Union Notification Date: 05-08-20
Case 11891 June 4, 2020
SUBJECT TO THE APPROVAL OF THE PERSONNEL COMMISSION
LOS ANGELES UNIFIED SCHOOL DISTRICT
TO: PERSONNEL COMMISSION FROM: KARLA GOULD, PERSONNEL DIRECTOR SUBJECT: RECLASSIFICATION REPORT It is recommended that the following reclassification action be approved:
From:
Parent Education Support Assistant (Spanish Language) (5480) ($15.13264-$20.87566/hr.) (E Basis)
To: Parent Education Support Assistant (5478) ($14.77250-$20.51552/hr.) (E Basis)
Location: Local District, Northeast
Incumbent: Vacant (P30463534) (Cost Center 1018001) (P30463535) (P30463536) (P30463537) (P30463538) (P30463539)
Reason for Reclassification: The subject positions meet the class concept of Parent Education Support Assistant (5478) in that the positions will be responsible for assisting various central District departments in providing education program-specific information to parents and students at designated sites and assisting certificated staff with presenting approved program materials. The duties of the Parent Education Support Assistants include, but are not limited to, providing parents and students with education program information and referring parents and students who need further assistance to certificated administrator; participating in discussions and workshops, and presenting approved central District program information to parents and/or students; participating in community outreach for program-specific events; collaborating and meeting with other school personnel to coordinate services for parents and provide additional program-specific resources; and attending professional development trainings and meetings to stay informed on central District program updates. Status of Incumbent: The positions are vacant. Effective Date: May 18, 2020 RGK/SH c: Talent Acquisition and Selection Branch Classified Employment Services Branch Files Unit
Case 11882 June 4, 2020
SUBJECT TO THE APPROVAL OF THE PERSONNEL COMMISSION LOS ANGELES UNIFIED SCHOOL DISTRICT TO: THE PERSONNEL COMMISSION FROM: KARLA M. GOULD SUBJECT: TITLE CHANGE FOR THE CLASS OF CHIEF ACCOUNTANT RECOMMENDATION: It is recommended that, effective June 4, 2020, the following classes, positions, and all employment lists be reclassified, for the purpose of title change only: From To Current Title Proposed Title Chief Accountant Accounting Manager BASES OF RECOMMENDATION: The administration requested the proposed changes in the class titles to better reflect the concept of the job functions. The class descriptions with moderate changes are submitted for approval in conjunction with this report. Status of Incumbent(s): The title changes will have no effect on the status or seniority of incumbents. RGK/SD
LOS ANGELES UNIFIED SCHOOL DISTRICT CLASS DESCRIPTION PERSONNEL COMMISSION Class Code 1045 Management CHIEF ACCOUNTANT ACCOUNTING MANAGER DEFINITION
Directs the day-to-day activities of multiple specialized sections within the Accounting and Disbursements Division the General Accounting Sections and is responsible for the central accounting records and controls over all financial transactions of the District.
TYPICAL DUTIES
Plans and directs the activities of a large staff of professional, technical, and clerical employees engaged in the maintenance of a variety of accounting records and controls applicable to all financial transactions within two or more sections of the District.
Directs and participates in the development and revision of procedures in order to meet requirements of law, provide services to management, improve efficiency in branch section activities, and coordinates branch section activities with those of other sections, branches, and divisions.
Reviews new rules and regulations against existing internal accounting and administrative controls, makes recommendations for necessary revisions, and assists in managing the deployment of business process changes.
Consults with and advises District administrators and personnel of other Accounting and Disbursements Division offices of the requirements of the law and the accounting system and on the services and procedures of the General Accounting Sections.
Consults with representatives of other governmental agencies and the including Ccontract Aauditors in regards to the accounting system and specific transactions.
Directs and reviews the preparation of periodic and special financial statements, reports, bulletins, projections, and recommendations, on which important administrative decisions are based.
Directs and reviews the study of new and revised laws, rules, and programs affecting the central accounting system and records and installs or recommends changes as appropriate. Establishes accounting systems and procedures as necessary to provide financial information in
the manner appropriate to administrative requirements and consistent with law, accounting principles, and prudent financial management. May act for the a Director of Accounting during absences or as assigned.
Performs related duties as assigned. DISTINGUISHING CHARACTERISTICS AMONG RELATED CLASSES
The An Accounting Manager Chief Accountant plans and directs the maintenance of central accounting records and controls within 2 or more specialized sections for all the District's financial transactions through multiple Head Accountants.
A Director of Accounting manages a branch of the Accounting and Disbursements Division with responsibility for major accounting and related functions.
A Head Accountant is the administrative head of a specialized section engaged in accounting and related activities. The class is characterized by administrative responsibility for planning, scheduling, and coordinating day-to-day activities of a large number of professional, technical, and clerical employees.
SUPERVISION
General direction is received from a Director of Accounting. General direction is exercised over
subordinate Head Accountants supervisors and a large staff of professional, technical, and clerical employees.
CLASS QUALIFICATIONS Knowledge of:
Governmental, tax, and school accounting theory, practice, and procedures Generally Accepted Accounting Principles (GAAP) Governmental Accounting Standards Board (GASB) Principals of program budgeting and accounting; budgetary control; and financial reporting Laws, rules, regulations, and policies affecting the financial management of the District Basic organization, legal foundation, and financial structure of California school districts Principles of work organization and simplification applicable to a large office organization Basic capabilities of computer information systems Principles of supervision
Ability to:
Direct a wide variety of accounting activities and meet important deadlines Analyze and interpret accounting and statistical data Plan section services to meet administrative needs Express difficult concepts orally and in writing Make decisions and recommendations consonant in conformance with complex legal and
procedural requirements Prepare clear, concise reports and recommendations Direct and review the supervision and training of professional and clerical employees.
ENTRANCE QUALIFICATIONS Education: Graduation from a recognized college or university with a bachelor’s degree in accounting,
business administration, auditing, finance, or a related field, including or supplemented by the completion of courses that provided at least 20 semester units or equivalent in accounting including at least one course in auditing or governmental accounting. A bachelor’s degree in accounting is highly preferable.
Experience:
Five years of professional-level experience in accounting or governmental field-auditing work, including three years of governmental accounting or governmental field auditing experience and supervision of professional accounting personnel.
Special:
Certification as a Certified Public Accountant (CPA) is preferable SPECIAL NOTES 1. Management class, exempt from bargaining units.
2. An employee in this class may be subject to the reporting requirements of the District’s Conflict of Interest Code.
This class description is not a complete statement of essential functions, responsibilities, or requirements. Entrance rRequirements are representative of the minimum level of knowledge, skill, and/or abilities. To the extent permitted by law, mManagement retains the discretion to add or change typical duties of the position at any time as long as such addition or change is reasonably related to existing duties. Revised 06-04-2020 SD
SUBJECT TO THE APPROVAL OF THE PERSONNEL COMMISSION
PERSONNEL COMMISSION LOS ANGELES UNIFIED SCHOOL DISTRICT ESTABLISHMENT OF CLASS CASE NO.11898
RECOMMENDATION(S):
CLASS TITLE: EFFECTIVE DATE: Forensic and Support Services Manager, Inspector General’s Office June 4, 2020
GROUP, SERIES: Executive/Administrative Group, Accounting Series
SALARY RANGE OR FLAT RATE/PP: $8,978.28 $9,485.88 $10,023.29 $10,588.00 $11,186.22
SALARY SETTING BASIS: Future salary movement to be based on that of related classes in the Executive/Administrative Group, Accounting Series.
BACKGROUND: The Inspector General’s Office administration requested the establishment of the proposed class to support the realignment of their resources to high-risk financial fraud and forensic accounting cases. To that effort the OIG has requested a manager with an assured background in forensics to assist in the planning and organizing of the newly restructured Forensic Unit within the Investigations branch under the direction of the Deputy Inspector General, Investigations.
BASES OF RECOMMENDATION: An incumbent in the proposed class of Forensic Accounting Manager, Inspector General’s Office will be responsible for managing the day-today activities of the Forensic Unit by planning, directing, and supervising professional forensic and auditing staff working on financial fraud and forensic accounting cases; overseeing the Facilities Due Diligence unit, along with performing the more complex forensic accounting, investigative, and due diligence activities; and managing bench contractors performing due diligence reviews. Additional duties and responsibilities are listed on the class description presented for approval in conjunction with this report. Staff surveyed public agencies for equivalent classifications and no match was found. The proposed salary for the new classification is based on internal alignment with the existing classification of Fiscal Oversight Administrator in which positions currently supervise and manage staff performing forensic investigative and auditing work of charter schools under the jurisdiction of the District. Therefore, allocation of the proposed class to a salary range of $8,978.28-$11,186.22/month is appropriate.
RULE AMENDMENT(S): 596 OVERTIME
* * * E. Incumbents of positions in the classes listed below are assigned as executive/administrative and are thereby exempt
from the overtime payment provisions of this Rule:
Executive/Administrative Classes * * * Food Service Program Manager Forensic Accounting Manager, Inspector General’s Office General Counsel * * * * * *
RGK/SD Presented to the Personnel Commission on June 4, 2020 PC1A (Rev. 08/11)
LOS ANGELES UNIFIED SCHOOL DISTRICT CLASS DESCRIPTION PERSONNEL COMMISSION Class Code
FORENSIC AND SUPPORT SERVICES MANAGER, INSPECTOR GENERAL’S OFFICE DEFINITION
Plans, coordinates, and supervises the administration of specialized auditing and investigative activities. Performs professional-level forensic investigative and auditing work in connection with alleged waste, fraud, violations of District policy, and other complaints brought against District employees, vendors, contractors and other entities under the jurisdiction of the District.
TYPICAL DUTIES
Assigns, supervises and trains a unit engaged in forensic investigative and audit support work. Manages the activities of consultants hired to assist the Inspector General with investigations,
audits, and special reviews of District programs and operations. Performs the more complex forensic accounting and investigative work related to allegations of
criminal activity, irregularities, fraud, collusion, conflicts of interest, and improprieties on the part of District employees, contractor personnel or others entities in connection with District programs.
Supervises due diligence activities related to District oversight, contracting and hiring efforts. Advises the Deputy Inspector General and Inspector General on fiscal matters related to
investigative and auditing activities and the disposition of complex forensic financial investigations.
Coordinates and participates in a variety of analytical studies and examinations related to entities, projects, and individuals involved with the District’s school upgrade program, charter schools and senior management.
Investigates and reconstructs records which have been destroyed or falsified, trace funds through bank accounts to source or to ultimate disposition, and examine and summarize bank records.
Determines whether entities doing business with the District are conducting accounting and financial operations in compliance with relevant policies such as District policies and procedures, the Education Code, and State and federal regulations.
In consultation with investigators, determines the appropriateness of investigative audits and designates which records are to be seized or subpoenaed and used as evidence in specific cases.
Analyzes financial related evidence by gathering, assembling, preserving, and reporting facts and evidence resulting from forensic investigations and audits; submitting recommendations regarding case filings; and drawing conclusions and expressing opinions based on evidence.
Testifies in court as an expert witness in forensic accounting explaining in simple terms to non-accountants the significance of complex financial transactions or records.
Writes and edits reports presenting forensic investigation and due diligence findings, appraisals, conclusions, and recommendations.
Examines and analyzes financial records including audits prepared by private Certified Public Accountant (CPA) firms and governmental entities in connection with criminal investigations.
Compiles and analyzes a wide variety of financial and statistical reports, statements, and summaries, preparing reports, and participating in discussions regarding investigative matters.
Supervises, develops, and improves the professional capabilities of forensic and investigative staff through on-the-job training and staff meetings and seminars to ensure that they successfully carry out their job responsibilities related to financial investigations and due diligence reviews.
Assists investigators in interviewing suspects and witnesses to obtain information regarding financial transactions and activities, and advises, instructs, and guides investigators in financial investigative techniques and on technical accounting matters.
Performs related duties as assigned. DISTINGUISHING CHARACTERISTICS AMONG RELATED CLASSES
A Forensic Accounting and Support Services Manager, Inspector General’s Office assists in administering the Districts forensic auditing and accounting program and directs forensic investigative work within the Office of the Inspector General. The Deputy Inspector General, Investigations plans, directs, organizes, and manages the functions of the Office of Investigations. An Audit Manager, Inspector General’s Office assists in administering the District’s internal auditing program and directs complex and sensitive audits of financial and operational functions as well as contract audits. A Forensic Accountant conducts audits of complex financial and operational systems and investigations in relation to alleged improprieties, waste, fraud, and other complaints brought against District departments, employees, vendors, and contractors.
SUPERVISION
General direction is received from the Deputy Inspector General, Investigations. Supervision is exercised over forensic accountants, other investigative staff, and consultants.
CLASS QUALIFICATIONS Knowledge of:
Advanced principles of accounting and auditing Generally Accepted Accounting Principles Investigative fraud techniques Fraud schemes and data analysis techniques Tracing illicit funds and locating hidden assets Criminal law, civil law, rules of evidence, and expert witness matters Provisions of the Education Code and other laws and regulations affecting public school
accounting. Principles and practices of public administration, with emphasis on budget and fiscal affairs
Fiscal management and statistical reporting techniques District budgetary practices and procedures Basic structure of District financial systems Financial regulations of regular and specially funded programs and charter schools Economic
and financial crimes Office methods, organization, and procedures Principles of supervision and training Microsoft Office and Windows operating systems
Ability to:
Provide leadership and technical assistance Analyze complex budgets; fiscal controls, procedures, and systems; and financial legislation Express sensitive and complex information clearly, in writing and orally Work effectively with a wide range of District personnel, bench firms, and the public Use critical judgment in the evaluation of data and the development of clear, concise budget
plans, procedures, training materials, and reports Make effective oral presentations Conduct thorough investigations Identify and direct gathering of pertinent of evidence during an investigation Reconstruct books and records that have been destroyed or falsified
Supervise effectively Plan work to meet deadlines Effectively analyze and interpret data Prepare clear, concise, and conclusive reports Maintain confidentiality of evidence gathered
ENTRANCE QUALIFICATIONS Education:
Graduation from a recognized college or university with a bachelor’s degree in accounting, finance, or a related field.
Experience:
Five years of forensic accounting experience in public accounting firms, government agencies, or private industry. Supervisory experience is preferable.
Special:
Certification as a Certified Public Accountant (CPA) or Certified Internal Auditor (CIA) is required. Certification as a Certified Fraud Examiner (CFE) is preferable. A valid California Driver License. Use of an automobile.
This class description is not a complete statement of essential functions, responsibilities, or requirements. Entrance requirements are representative of the minimum level of knowledge, skill, and/or abilities. To the extent permitted by law, management retains the discretion to add or change typical duties of the position at any time as long as such addition or change is reasonably related to existing duties. New Class 6-04-2020 SD
