Business Service Officer Series

California State Personnel Board Specification

Series established June 12, 1989

Scope

This series specification describes the work performed by six professional classes used throughout State service in a wide range of business service activities. Specialist positions within this series are nonsupervisory and typically perform the most complex professional business service work assigned to the specific level.

Distinguishing Characteristics

Classes in this series differ from the general Staff Services Analyst and Associate Business Management Analyst classes in that incumbents perform technical business services duties for the majority of time. The incumbents of the Staff Services Analyst and Associate Business Management Analyst classes perform analytical duties for the majority of time.

Entry Levels

Entry into this series is typically from the Staff Services Analyst, Management Services Assistant, and Office Assistant (General) classifications.

Factors Affecting Position Allocation

Variety and complexity of business service work performed including function(s) for which responsible; department size and geographic dispersement; level and type of supervision received; extent of authority to make commitments; extent of responsibility for decisions; consequence of errors; level and type of personal contacts required; and number, level and variety of staff supervised.

Definition of Levels*

Business Service Assistant (Specialist)

This is the entry, developmental and first (Specialist) working level in the series. While in a trainee capacity, incumbents work under close supervision and learn to perform a variety of technical and analytical business service activities. As their skills and abilities develop, incumbents are expected to perform with increasing independence. Fully trained incumbents may, under supervision, independently perform technical business service work of a routine nature in a variety of functions; assist in the performance of more difficult and complex technical and analytical business service work; or be assigned responsibility for one or more of the least complex business service functions which are Equipment and Supplies Management, Support Services and Building Maintenance. (Analytical business service work performed at this level is described as that which would otherwise be appropriate for a Management Services Technician.)

Positions at this level are nonsupervisory but may serve as lead over lower level clerical and other staff. Positions are permanently allocated to this class when the major portion of the duties do not include independent responsibility for the more difficult and complex assignments found at the Business Service Officer�I (Specialist) level.

Business Service Officer I (Specialist)

Under general supervision, incumbents independently perform technical and�analytical business service work of average difficulty in a variety of�functions; assist in the performance of the more difficult and complex business service work; or are assigned responsibility for one or more functions of average difficulty. Functions of average difficulty are Purchasing, Facilities Management, Capitol Outlay and Telecommunications. (Analytical work of average difficulty is described as that which would otherwise be appropriate for a Staff Services Analyst.)

Incumbents are nonsupervisory but may serve as lead over lower level staff. With an appropriate restructuring of duties, positions allocated to this class may be downgraded to Business Service Assistant (Specialist) for recruitment purposes.

Business Service Officer I (Supervisor)

This is the first supervisory level in the series. Under general supervision, incumbents typically have full supervisory responsibility for approximately 3�- 6 lower level staff in a business service office which may include general clericals, Materials and Stores Supervisors, Property Controllers, Mailing Machine Operators, and Stock Clerks.

Typically, incumbents either (1) supervise all business service functions in�the smallest business service offices and may personally perform the most difficult and complex technical and analytical business service work; or (2)�in larger offices, supervise one or more business service functions of average difficulty or two or more functions of least complexity as assistant to a higher level Business Service Officer and assist with the performance of more difficult and complex business service work.

Business Service Officer II (Specialist)

Under direction, incumbents either (1) perform the more difficult and complex technical and analytical work of a business service nature in a wide variety of functions; or (2) in a medium to large business service office, are assigned responsibility for one or more of the most difficult and complex technical/analytical functions which are Facilities Planning and Acquisition and Contracts; or (3) in larger offices, may assist with the performance of most complex functions. The level of analytical work performed is described as a mix of that which would be appropriate for a Staff Services Analyst/ Associate level analysts.

Positions are nonsupervisory but may serve as lead over lower level staff.

Business Service Officer II (Supervisor)

Under direction, incumbents either (1) supervise all of the business service functions of a small-to medium-sized business service office and may personally perform the more difficult and complex technical and analytical work; or (2)�in larger offices, supervise one or more business service functions of average difficulty, or may assist with the performance of other difficult and complex work.

Incumbents typically supervise seven to twelve staff of which one or more are Business Service Assistant (Specialist) or Business Service Officer I (either Specialist or Supervisor). Other classes supervised may include general clericals, Materials and Stores Supervisors, Property Controllers, Mailing Machine Operators, and Stock Clerks.

Business Service Officer III

Under direction, incumbents typically supervise (1) all business service functions in a medium to large business service office; or (2) in larger offices, may supervise two or more functions as assistant to a higher level manager. In addition, incumbents may personally perform technical or analytical business service work of highest complexity.

Typically incumbents are second or third level supervisor over 13 20 staff with 3�-5 subordinate professional staff. Other classes supervised may include those listed above for the II level supervisor.

Minimum Qualifications

Business Service Assistant (Specialist)

Either I

One year of experience in the California state service performing duties comparable to those of an Office Assistant (General), Range B, or Management Services Assistant.

Or II

One year of experience in a technical capacity with responsibility for one or�a combination of business service activities such as accountability and maintenance of office and industrial equipment, major building maintenance, managing of major commercial properties, or fiscal management and accountability of office and industrial property. [Experience in California state service applied toward this requirement must include one year performing the�duties of a class comparable to Office Assistant (General), Range B.]

Business Service Officer I (Specialist)

Business Service Officer I (Supervisor)

Either I

One year of experience in the California state service performing duties comparable to those of a Business Service Assistant (Specialist), Range C, or of a Staff Services Analyst, Range B, in a business service assignment. (Applicants who have completed six months of service performing the duties listed above will be admitted to the examination but must satisfactorily complete one year of experience performing these duties before they can be considered eligible for appointment.)

Or II

Experience: One year of technical experience beyond the Trainee level in one or a combination of the following:

1. Equipment and supplies management including the preparation of purchase documents. or

2. Building management including lease negotiation and problem resolution. or

3. Telecommunications including landwire and radio/microwave.

[Experience in California state service applied toward this requirement must include one year performing the duties of a class at a level of responsibility equivalent to that of a Business Service Assistant (Specialist), Range C.] and

Education: Equivalent to graduation from college. (Additional qualifying experience may be substituted for the required education on a year-for-year basis.)

Business Service Officer II (Specialist)

Business Service Officer II (Supervisor)

Either I

One year of experience in the California state service performing the duties of a Business Service Officer I (Specialist) or (Supervisor); Procurement and Services Officer I; Hospital General Services Administrator I; or of a Staff Services Analyst, Range C; in a business service assignment.

Or II

Experience: Two years of technical experience beyond the Trainee level in one or a combination of the following: 1. Negotiation of commercial, industrial, or office leases for buildings. or

2. Management of industrial or office buildings with responsibility for maintenance, repairs, equipment and service. or

3. Preparation of working plans and technical specifications, and solicitation and awarding of bids for alterations to, construction or purchase of commercial, industrial, or office buildings or major equipment. or

4. Business service contract management and oversight.

[Experience in California state service applied toward this requirement must include one year performing the duties of a class at a level of responsibility�equivalent to that of a Business Service Officer I (Specialist or Supervisor).] and

Education: Equivalent to graduation from college. (Additional qualifying experience may be substituted for the required education on a year-for-year basis.)

Business Service Officer III

Either I

One year of experience in the California state service performing the duties of a Business Service Officer II (Specialist) or (Supervisor), or Procurement and Services Officer II.

Or II

Two years of experience in the California state service performing the duties of a Business Services Officer I (Specialist) or (Supervisor), Procurement and Services Officer I, or Hospital General Services Administrator I.

Or III

Experience: Three years of progressively responsible and varied experience in the business service field in a public or private organization, at least one year of which must have been in a supervisory capacity. [Experience in California state service applied toward this requirement must include one year performing the duties of a class at a level of responsibility equivalent to that of a Business Service Officer II (Specialist) or (Supervisor) or two years performing the duties of a class at a level of responsibility equivalent to that of a Business Service Officer I (Specialist) or (Supervisor).] and

Education: Equivalent to graduation from college. (Additional qualifying experience may be substituted for the required education on a year-for-year basis.)

Knowledge and Abilities

Business Service Assistant (Specialist)

Knowledge of: English grammar and punctuation; principles and practices of public administration; financial record keeping; and office and automotive equipment and supplies.

Ability to: Communicate effectively; learn rapidly; follow directions; analyze data accurately; reason logically; maintain the confidence and cooperation of those contacted during the course of work; and utilize good work habits.

Business Service Officer I (Specialist)

Business Service Officer II (Specialist)

Knowledge of: All of the above and bases for property values and the legal forms, procedures and requirements necessary in property transactions; building management including office layout, lighting, heating and ventilation.

Ability to: All of the above and write specifications and determine whether incoming materials, supplies and equipment meet the standards set up in these specifications; utilize office and automotive equipment and supplies effectively and economically; prepare rough sketches of proposed alterations and repairs to premises and estimate costs; inspect miscellaneous properties and equipment and correctly report their condition and recommend replacements; plan and direct the work of others; successfully negotiate agreements for office space, equipment, supplies and services; prepare budgetary data on such needs; and analyze situations and problems accurately and take an effective course of action.

Business Service Officer I (Supervisor)

Business Service Officer II (Supervisor)

Business Service Officer III

Knowledge of: All of the above and personnel management and supervision; the department's Affirmative Action Program objectives; a supervisor's role in the�Affirmative Action Program and the processes available to meet affirmative action objectives.

Ability to: All of the above and estimate future needs and cost of equipment, supplies and services and prepare budgetary data on such needs; and effectively contribute to the department's affirmative action objectives.

Alternate Range Criteria 27four

Business Service Assistant (Specialist)

Range A. This range shall apply to incumbents who do not meet the criteria for payment in Range B or Range C.

Range B. This range shall apply to persons who have satisfactorily completed�either: (1) six months of experience performing the duties of a�Business Service Assistant (Specialist), Range A, and six semester or nine quarter units of college courses in English, public or business administration, accounting, statistics, or a subject area closely related to the work of�a Business Service Assistant (Specialist) as determined by the appointing power; or (2) one year of experience performing duties at a level of responsibility equivalent to Office Technician; or (3) Equivalent to graduation from college, preferably with major work in a field related to business or public administration.

Range C. This range shall apply to persons who have satisfactorily completed the equivalent of one year of experience performing the duties equivalent to Business Service Assistant (Specialist), Range�B.

Class History

______________

*Additional information regarding functions performed, complexity factors, and scope of responsibility, is contained in a separate document titled "Allocation Guidelines".