Author: Kwong, Angela

EXCEPTIONAL ALLOCATION (STD. 625) DOCUMENT CHECKLIST
All forms, organization charts, and justification memos must be signed.

Process A
Use of Department-Specific Classification Belonging to Another Department

Process B
Exceptional Use of Classification

Process C
Use of Formerly Restricted Classification

When Dept. A wants to use Dept. B’s department-only classification

When a department wants to use a classification in a way that does not meet allocation standards or varies from traditional use described in classification specifications

When a department wants to use a classification formerly restricted by PML 2007-026

When a department wants to use a classification formerly restricted by MCR 0

Formerly Restricted Classifications: Data Processing Manager IV, Attorney IV, Labor Relations Specialist, Labor Relations Manager I, Labor Relations Manager II, Staff Services Manager I (Specialist)*, Staff Services Manager II (Specialist)*, and Information Technology Specialist III.

Send package for CalHR approval | Retain package and internal records for audit purposes | Retain package and internal records for audit purposes

STD. 625 form
Current duty statement
Proposed duty statement
Current organizational chart
Proposed organizational chart
Memorandum of justification
Dept. B approval for use of classification

STD. 625 form
Request for Personnel Action (RPA) form
Current duty statement
Proposed duty statement
Current organizational chart
Proposed organizational chart
Memorandum of justification
Copy of signed and dated Exceptional Allocation Delegation Agreement (recommended)

No STD. 625 form required for standard allocations
Request for Personnel Action (RPA) form
Current duty statement
Proposed duty statement
Current organizational chart
Proposed organizational chart
Memorandum of justification

*SSMI (Specialist) and SSMII (Specialist) require STD. 625 form and follow Process B