ABOLISHED 06/19/2014 PER PAY LETTER 14-09 - Education and Outreach Specialist Education and Outreach Supervisor Series

California State Personnel Board Specification

Series established March 3, 1992

Scope

This series specification describes classes at the Franchise Tax Board in which incumbents plan, develop, organize, coordinate, evaluate, and recommend changes to ongoing taxpayer education and outreach programs; identify, develop, market and present new programs; and research, analyze and edit technical tax law information for publication; and perform other related work.

Definition of Series

Under general direction, incumbents in this series are responsible for a broad variety of taxpayer education and outreach programs. Incumbents develop and coordinate annual plans for ongoing programs; identify, develop, market, implement and evaluate new taxpayer education and outreach programs; coordinate with various Federal and State agencies, educational institutions and volunteer groups for facilities, staff and services; develop, prepare and/or edit a broad variety of written text including manuals, textbooks and training guides; identify current and potential tax issues for future education and outreach programs; solicit and edit technical tax articles for publication in various brochures, pamphlets and newsletters; design and write all advertising material; develop and enforce editorial and format policies and procedures for the written text of education and outreach publications; budget and allocate funds received for all education and outreach programs; assist in the management and accountability of fees from participants in education programs; assist in the recruitment and training of volunteer workers; develop training programs and train speakers, technical writers, trainers, facilitators and other related staff for taxpayer education and outreach programs; negotiate, prepare and monitor contracts with hotels, satellite companies, printers and other suppliers of services and supplies necessary for putting on conferences and other education and outreach programs; coordinate the publication and distribution of manuals; evaluate and make recommendation for changes to programs; and participate or act as a team leader or coordinator for education and outreach programs.

Entry Into Series

Entry into this series is typically through the general Staff Services Analyst series.

Factors Affecting Position Allocation

Factors include the level, variety and complexity of the work performed; independence of action, direction and supervision received; and scope and level of contacts.

Definition of Levels

Education and Outreach Specialist

This is the full journey level. Under general direction, incumbents perform the full range of duties for the class series, including the more varied, responsible, difficult, technical and analytical work.

Education and Outreach Supervisor

This is the working supervisory level. Incumbents at this level supervise a minimum of three professional Education and Outreach Specialists and Staff Services Analysts in the design, development, coordination and presentation of the Board's taxpayer education and outreach programs. Personally develops, plans and coordinates the most complex and sensitive taxpayer education programs.

Minimum Qualifications

Education and Outreach Specialist

Either I

One year of experience in the California state service performing duties related to developing, marketing, implementing and evaluating a public education or outreach program in a class at a level of responsibility equivalent to Staff Services Analyst, Range C.

Or II

Graduation from college with a degree in journalism, English, communications, marketing or public relations; and one year of work experience developing or marketing education or informational programs, including developing curriculum and text material, or planning and implementing an advertising campaign, or organizing and coordinating the program; or one year of research work related to the development and writing of policy papers for distribution to groups representing a variety of education and reading levels.

Education and Outreach Supervisor

Either I

One year of experience in the California state service performing professional education or community outreach program duties in a class with a level of responsibility equivalent to an Education and Outreach Specialist.

Or II

Graduation from college with a degree in journalism, English, communications, marketing or public relations and two years of work experience in developing or marketing education or informational programs, including developing curriculum and text material, or planning and implementing an advertising campaign, or organizing and coordinating the program; or two years of research work related to the development and writing of policy papers for distribution to groups representing a variety of education and reading levels.

Knowledge and Abilities

Education and Outreach Specialist

Knowledge of: Program development and marketing; marketing techniques; editing/rules and procedures; modern English usage; grammar and spelling; techniques of writing for publication.

Ability to: Effectively develop, market and present programs designed to educate and assist taxpayers; analyze, evaluate and interpret technical task issues and effectively communicate the issues demonstrating good organization skills; demonstrate initiative and flexibility to meet changing priorities and time schedules; negotiate effectively and meet workload schedules.

Education and Outreach Supervisor

Knowledge of: In addition to the above, methods and techniques of supervision and training; the Department's affirmative action objectives; and a supervisor's role in the Department's Affirmative Action Program and the processes available to meet affirmative action objectives.

Ability to: In addition to the above, effectively plan, organize and direct the work of others; and effectively contribute to the Department's affirmative action objectives.

Class History