Development Specialist, California Trade and Commerce Agency Consolidated Series

California State Personnel Board Specification

Series established March 23, 1988

Scope

This series specification describes six levels of classes used in the California Trade and Commerce Agency. These classes are used for the analytical, staff specialist, and supervisory positions that have responsibility for performing major development functions necessary to increase jobs and trade in the State.

Definition of Series

Within the California Trade and Commerce Agency, incumbents in these classes perform one or more of the following: provide technical assistance to small business owners, domestic or international commercial businesses and their representatives, local government or nonprofit entities, communities or State and Federal agencies; perform technical research and analyses in the development of information on topics such as industrial sites, land use and availability, economic trends and strategies, permit and licensing processes, infrastructure services, downtown or small business revitalization, funding availability/feasibility, business incentives, taxation issues, enterprise zones, environmental concerns, and business start-ups, expansions, relocations and closures; serve as advocates for the business community to attract and promote new businesses, expand existing businesses, mitigate the effect of business closures, and enhance local economic development; promote, market, and carry out business and economic development, investment and trade, and technology projects aimed at creating new employment opportunities in science and technology and the private sector which includes the recruitment of companies for trade shows, making logistic arrangements, assist firms with presentations, manage booth setup and staffing, conduct post-show surveys, and prepare post-show report; provide consultative assistance, develop and disseminate information through case studies, market research, handbooks, brochures, seminars, slide presentations, on-site visits, and training workshops; represent the California Trade and Commerce Agency in government and private-sector events; serve as advocates and facilitators for the science and technology community to create and promote new business, expand existing technology businesses, and form alliances and partnerships between local, State, and Federal, public and private institutions and organizations; and responsible for the review, evaluation, and selection of applications submitted by technology businesses and communities for participation in various agency programs.

Entry Level

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

Factors Affecting Position Allocation

Variety, complexity, and sensitivity of duties; independence of action and decision-making authority; impact of decisions made; responsibility for recommending or making decisions affecting various programs; importance of interagency, governmental, commercial and public relationships; specialized technical expertise required, and degree and extent of supervision received and exercised; complexity of function; sensitivity of assignment. Size and supervision of staff should not be an absolute criterion in allocating positions.

Definition of Levels

Assistant Development Specialist, California Trade and Commerce Agency

This is the entry, recruiting and first working level of the technical classes. Positions at this level perform subjourney level analytical and consultative duties of a general nature. Decision-making activities are supervised and reviewed. Incumbents may have limited responsibility for projects or activities or work on teams and may travel to conduct on-site visits. This class serves as entry for advancement in the development specialist series.

Associate Development Specialist, California Trade and Commerce Agency

This is the fully experienced journey level of the series. Under general direction, incumbents perform a variety of specialized analytical, advocacy, research and consultative duties of a highly technical nature. Incumbents may assume lead responsibility over other staff specialists or analysts, work on multidisciplinary teams or have primary responsibility for a major project or activity. Incumbents may travel frequently to conduct on-site visits and independently represent the Agency at meetings and other activities.

Staff Development Specialist, California Trade and Commerce Agency

This is the technical expert position requiring skills, knowledge, and abilities definably above the journeyperson level. Incumbents are assigned difficult, complex, and sensitive program responsibilities. Incumbents will be responsible for the development and application of research techniques, as well as, conducting complicated studies and consultative services on the feasibility, impact, or potential of a variety of business and technology development activities and programs. This is also the first working supervisor level of the series. Positions at this level are the staff expert consultant and/or supervise a small group of professional and technical staff. Positions are identified using the following criteria:

1. Management responsibility for statewide components of a program of significant complexity and sensitivity.

2. Functions as recognized authority in an area of extreme sensitivity.

3. Functions as a nonsupervisory staff specialist in a difficult and sensitive program development, policy, or coordination position.

Staff Development Specialist (Supervisory), California Trade and Commerce

Agency

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

Senior Development Specialist, California Trade and Commerce Agency

This is the working supervisory level in the series. Incumbents supervise a small group of specialists and analysts, and act as program managers. In most situations, persons at this level are in charge of a well established program or function. Positions at this level normally spend a majority of their time performing supervisory activities as distinct from staff specialist assignments.

Senior Development Supervisor, California Trade and Commerce Agency

This is the full supervisory level. Positions are characterized by the following criteria:

1. Incumbents are full supervisors over a medium-size group of professional staff at the staff analyst level and above or a large group consisting of professional, technical, and clerical staff who perform moderately complex activities.

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

3. Programs sensitivity, complexity, and budget are essential allocation factors.

Incumbents supervise a small group of specialists and analysts, act as a program manager, and report directly to an Office Deputy Director or other person in top management. In most situations, persons at this level are in charge of a well established and fully developed departmental program or function. Positions at this level normally spend a substantial amount of their time performing supervisory, administrative, and/or managerial activities as distinct from working level assignments.

Minimum Qualifications

All Levels:

Experience applicable to one of the following patterns may be combined on a proportional basis with experience applicable to the other pattern, within each parenthetical, to meet the total experience requirements. Additionally, State experience applied toward the �non-State experience� pattern must be in a class at a level of responsibility at least equivalent to that of one of the classes specified in the promotional State experience pattern.

Assistant Development Specialist, California Trade and Commerce Agency

Either I

Experience: Six months of experience in the California state service performing business and economic development duties; or trade and investment duties; or science and technology duties in a class at a level of responsibility equivalent to a Staff Services Analyst (General), Range A. and

Education: Successful completion of the equivalent of 16 semester units of course work including courses in Micro/Macro Economics, Business Administration, Public Administration, Government, Business Law, Political Science, International Law, International Financing, International Relations, Trade Policy, Science and Engineering, Public Policy, Finance, or Urban, Regional, or City Planning. Professional training received from financial institutions or through nonprofit organizations recognized by accredited institutions, may be deemed equivalent for the purpose of this course work requirement.

Or II

Experience: One year of experience in the California state service performing business and economic development duties; or trade and investment duties; or science and technology duties in a class at a level of responsibility equivalent to a Management Services Technician, Range B. and

Education: Successful completion of the equivalent of 16 semester units of course work including courses in Micro/Macro Economics, Business Administration, Public Administration, Government, Business Law, Political Science, International Law, International Relations, International Financing, Trade Policy, Science and Engineering, Public Policy, Finance, or Urban, Regional, or City Planning. Professional training received from financial institutions or through nonprofit organizations recognized by accredited institutions, may be deemed equivalent for the purpose of this course work requirement.

Or III

Experience: One year of experience performing a combination of analytical advocacy, research, and consultative business and economic development duties relative to promoting the potential success and financial feasibility of business and economic development projects aimed at creating jobs in the private sector; or one year of experience performing duties that would demonstrate a working knowledge of investment and trade issues requiring a basic understanding of marketing, corporate, commercial, and international business which includes economic development strategies, export promotion, export financing, foreign direct investment or international commercial service; or one year of professional industry technology experience promoting the potential success and financial feasibility of technology business and project management and development aimed at creating new products, services, and jobs in the private sector. and

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

Associate Development Specialist, California Trade and Commerce Agency

Either I

Experience: One year of experience in the California state service performing business and economic development duties; or trade and investment duties; or science and technology duties in the class at a level of responsibilities equivalent to an Assistant Development Specialist (Range B), California Trade and Commerce Agency. (Promotional candidates who are within six months of satisfying the experience requirements for this class will be admitted to the examination, but they must fully meet the experience and course work before being eligible for an appointment.)

Or II

Experience: Three years of experience performing a combination of analytical, advocacy, research, or consultative business and economic development duties relative to promoting the potential success and financial feasibility of business and economic development projects aimed at creating jobs in the private sector; or three years of experience performing a combination of duties that require a thorough knowledge and understanding of investment and trade issues relative to promoting success and financial feasibility of international business and economic development projects; or three years of relevant professional industry experience in science and technology, performing complex technical and scientific activities in program management or development in related fields. and

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

Staff Development Specialist, California Trade and Commerce Agency

Either I

Experience: Two years of experience in the California state service as an Associate Development Specialist, California Trade and Commerce Agency, specializing in business and economic development duties; or investment and trade duties; or performing project management and business development duties. (Promotional candidates who are within six months of satisfying the experience requirements for this class will be admitted to the examination, but they must fully meet the experience and course work requirements before being eligible for an appointment.)

Or II

Experience: Five years of experience performing a combination of analytical, advocacy, research, or consultative business and economic development duties relative to promoting the potential success and financial feasibility of business and economic development projects aimed at creating jobs in the private sector; or five years of corporate, commercial, or business experience, of which two years experience was working in investment and trade, that included a thorough knowledge and understanding of economic development strategies including export promotion, export financing, foreign direct investment, or international commercial service; or five years of relevant professional industry experience in science and technology performing complex technical and scientific activities in economic development and other related fields. and

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

Or III

Experience: Four years of experience performing a combination of analytical, advocacy, research, or consultative business and economic development duties relative to promoting the potential success and financial feasibility of business and economic development projects aimed at creating jobs in the private sector; or four years of corporate, commercial, or business experience, of which one year of experience was working in investment and trade, that included a thorough knowledge and understanding of economic strategies including export promotion, export financing, foreign direct investment, or international commercial service; or four years performing project management and business development duties. and

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

Staff Development Specialist (Supervisory), California Trade and Commerce

Agency

Either I

Experience: Two years of experience in the California state service as an Associate Development Specialist, California Trade and Commerce Agency, specializing in business and economic development duties; or investment and trade duties; or performing project management and business development duties.

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

Or II

Experience: Five years of experience performing a combination of analytical, advocacy, research, or consultative business and economic development duties relative to promoting the potential success and financial feasibility of business and economic development projects aimed at creating jobs in the private sector; or five years of corporate, commercial, or business experience, of which two years of experience was working in investment and trade, that included a thorough knowledge and understanding of economic development strategies including export promotion, export financing, foreign direct investment, or international commercial service; or five years of relevant professional industry experience in science and technology performing complex technical and scientific activities in economic development and other related fields. and

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

Or III

Experience: Four years of experience performing a combination of analytical, advocacy, research, or consultative business and economic development duties relative to promoting the potential success and financial feasibility of business and economic development projects aimed at creating jobs in the private sector; or four years of corporate, commercial, or business experience, of which one year of experience was working in investment and trade, that included a thorough knowledge and understanding of economic strategies including export promotion, export financing, foreign direct investment, or international commercial service; or four years performing project management and business development duties. and

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

Senior Development Specialist, California Trade and Commerce Agency

Either I

One year of experience in the California state service performing business/economic development duties at a level of responsibility equivalent to that of an Associate Development Specialist, California Trade and Commerce Agency. (Promotional candidates who are within six months of satisfying the experience requirements for this class will be admitted to the examination, but they must fully meet the experience requirements before being eligible for appointment.)

Or II

Experience: Four years of experience performing a combination of analytical, advocacy, research or consultative business/economic development duties relative to promoting the potential success and financial feasibility of business and economic development projects aimed at creating jobs in the private sector. This experience must include or be supplemented by one year of supervisory or managerial experience. (Experience in the California state service must include at least one year performing business/economic development duties of a class at a level of responsibility equivalent to that of an Associate Development Specialist, California Trade and Commerce Agency.) and

Education: Graduation from college, preferably in the field of Economics, Political Science, Business or Public Administration, Public Policy, Finance, or Urban, Regional or City Planning. (Additional qualifying experience may be substituted for the required education on a year-for-year basis.) (A Master's Degree in any of the above fields may be substituted for one year of the required experience.) (A Doctoral Degree in any of the above fields may be substituted for an additional six months of the required experience.)

Senior Development Supervisor, California Trade and Commerce Agency

Either I

Experience: One year of experience in the California state service performing the duties of a Staff Development Specialist, California Trade and Commerce Agency.

Or II

Experience: Three years of experience in the California state service as an Associate Development Specialist, California Trade and Commerce Agency.

Or III

Experience: Six years of business, economic, investment, trade, or professional industrial technical experience performing a combination of analytical, advocacy, research, or consultative business and economic development duties relative to promoting the potential success and financial feasibility of business and economic development projects aimed at creating jobs in the private sector. This experience must include or be supplemented by one year of supervisory or managerial experience. and

Education: Graduation from college, preferably with a major in the field of Economics, Business Administration, Public Administration, International Relations, International Policy, International Financing, International Law, Finance, Science and Engineering or Business Management. (Additional qualifying work experience may be substituted for the required education on a year-for-year basis by applicants who have at least 16 semester units of college training in the required course work listed above.)

Or IV

Experience: Five years of business, economic, investment and trade, or professional industrial technical experience performing a combination of analytical, advocacy, research, or consultative business and economic development duties relative to promoting the potential success and financial feasibility of business and economic development projects aimed at creating jobs in the private sector. This experience must include or be supplemented by one year of supervisory or managerial experience. and

Education: A Master's or Doctorate Degree in Business Administration, International Relations, Economics, Science and Engineering, Public Administration, or related field. Course work must include at least 16 semester units of International Policy, International Financing, International Law, and Business Management.

Knowledge and Abilities

Assistant Development Specialist, California Trade and Commerce Agency

Knowledge of: Business and economic development, investment and trade, and science and technology industry activities and programs in California including trends, prospects, opportunities, trade, and industry conditions; governmental practices, functions, policies, permit processes and requirements; research, analysis, consultation, advocacy and technical assistance methods and techniques used in securing, developing or providing information; basic marketing principles, methods and techniques; basic factors and/or techniques used in site location analysis, evaluation or selection; and issues, concerns, and impediments affecting business and economic development, investment and trade, and science and trade projects relevant to business attraction, expansion, relocation or closure; marketing, which includes economic, psychological, and sociological influences bearing upon consumption patterns; business practices pertaining to wholesale, retail, manufacturers' distribution, distribution costs, finance and tax structure, and similar areas of activity or concern; international economic and political factors influencing balance of payments, monetary exchange and tariffs, and their bearing on the distribution of commodities; international marketing techniques; and understanding of small business needs.

Ability to: Analyze, evaluate and interpret technical information and complex situations effectively; develop alternatives, prepare summaries and recommend courses of action or conclusions demonstrating initiative, creativity and flexibility; serve as an advocate and ombudsman for the business community in their dealings with public, governmental or regulatory entities; determine the potential success and feasibility of business and economic development projects through research, analysis and field investigations; respond to inquiries and requests for technical assistance from businesses, communities, nonprofit organizations, governmental entities and the public; effectively develop and present ideas, opinions, technical information and recommendations both orally and in writing demonstrating good organizational skills and grammatical accuracy; and follow written and oral instructions in an efficient, accurate and timely manner.

Associate Development Specialist, California Trade and Commerce Agency

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

Ability to: In addition to the abilities required above, work independently or assume lead responsibility over other staff; evaluate and develop procedures and guidelines to ensure compliance with programs in the areas listed above; prepare clear, concise reports; provide technical assistance and consultation; participate in meetings, conferences, seminars and other events; establish and maintain cooperative relationships with those contacted during business transactions; and identify special needs for the different areas listed above.

Staff Development Specialist, California Trade and Commerce Agency

Knowledge of: In addition to the knowledge of the Associate Development Specialist, California Trade and Commerce Agency, the organization and functions of the Trade and Commerce Agency; methods and techniques of program management and evaluation; methods and techniques of project administration and monitoring; resolving problems in the areas of business and economic development, investment and trade, or science and technology; a manager's role in the establishment of project milestones, goals and objectives; and proper structure for documentation in the above-mentioned areas.

Ability to: In addition to the abilities of the Associate Development Specialist, California Trade and Commerce Agency, develop and establish program priorities, goals and objectives; follow program guidance from management; and reason logically and creatively utilizing a variety of analytical techniques to resolve complex issues in the areas of business and economic development, investment and trade, or science and technology; monitor and evaluate the work of contractors and grantees; and effectively contribute to the successful attainment of technology migration, economic growth and job creation objectives.

Staff Development Specialist (Supervisory), California Trade and

Commerce Agency

Senior Development Specialist, Trade and Commerce Agency

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

Ability to: In addition to the abilities above, plan, organize, direct and evaluate the work of others; develop and establish program priorities, goals and objectives; respect and carry out the wishes of management; and effectively contribute to the Agency's equal opportunity objectives.

Senior Development Supervisor, California Trade and Commerce Agency

Knowledge of: All of the above, and the organization and functions of the California Trade and Commerce Agency; methods and techniques of program evaluation and development; principles and practices of personnel administration, supervision and training, and the supervisor's role as an equal opportunity employer; in addition to the knowledge of the Associate Development Specialist, California Trade and Commerce Agency, methods and techniques of program management and evaluation; methods and techniques of personnel administration, supervision and training; and a manager's role in the State's Equal Opportunity Program and the processes available to meet equal opportunity objectives.

Ability to: All of the above, and maintain a network of public and private organizations; participate in public relations seminars and presentations; assume lead responsibility as the authority for business and economic development, investment and trade, and science and technology issues; in addition to the abilities of the Associate Development Specialist, California Trade and Commerce Agency, plan, organize, direct and evaluate the work of others; develop and establish program priorities, goals and objectives; follow program guidance from management; respect and carry out the wishes of management; and effectively contribute to the Agency's equal opportunity objectives.

Special Personal Characteristics

All Levels:

The following special personal characteristics are required: possess neatness of personal appearance; willingness to travel throughout the State; work irregular hours; accept constructive criticism; demonstrate enthusiasm in carrying out assigned tasks; and apply public speaking skills.

Additional Desirable Qualifications

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

Alternate Range Criteria 260

Assistant Development Specialist, California Trade and Commerce Agency

Established 3/23/88

When an employee first enters State service in the class of Assistant Development Specialist, California Trade and Commerce Agency, she/he shall be eligible for appointment to a range in terms of the following criteria:

Experience gained outside State service may be credited only if the appointing power believes the experience is satisfactory and comparable in type and quality to that of an Assistant Development Specialist, California Trade and Commerce Agency, and counting it is necessary for recruitment.

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

Range B. This range shall apply to persons who have satisfactorily completed the equivalent to 12 months of experience as an Assistant Development Specialist (Range A), California Trade and Commerce Agency; and may apply to persons who have the equivalent of 18 months of satisfactory professional experience outside of State service performing a combination of analytical, advocacy, research or consultative economic and business development duties.

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

Class History