Author: Rogers, Kari
Company: California Department of Human Resources

Monthly Delegation Reporting Instructions

Exceptional Allocation Reporting*
The Exceptional Allocation reporting worksheet will be used to keep a cumulative total of all positions used outside the scope of the classification specifications and use of another department's classification.

N/C/E - "N" Indicates when new items have been added. "C" indicates when a previously reported position is being changed. "E" Indicates Existing with no change.

Incumbent - Current Incumbent or "Vacant".

Classification - Full civil service classification title.

Position Number - Agency-Reporting Unit-Class Code-Serial Number.

Date Approved - Date the exceptional allocation was approved by the personnel officer or CalHR.

Reason for Exception - Use the drop down list to select the reason the position is outside the norm.

Loaning Department - (For the use of a department-specific class) The name of the department loaning the classification.

Comments - Any comment relevant to the Exceptional Allocation.  If "Other" was selected for the "Reason for Exception," provide reasoning for use of exceptional allocation.  Provide tenure information, if position not permanent / full-time.

*Highlight any rows that are being amended / added

Monthly Exceptional Allocation Reporting Worksheet

Total Department Employees:
(all department employees including Temp Help, Limited Term, Retired Annuitants, etc.)

Date:
Department:
Personnel Officer:
Phone #:
PMD Analyst:
Reporting Period:

Mark box if no changes reported this month

No. 1
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 2
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 3
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 4
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 5
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 6
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 7
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 8
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 9
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 10
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 11
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 12
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 13
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 14
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 15
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 16
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 17
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 18
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 19
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 20
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 21
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 22
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 23
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 24
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 25
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

No. 26
N/C/E1
Incumbent
Classification
Position Number
Date Approved
Reason for Exception
Loaning Department2
Comments

1 (N) New, (C) Change, (E) Existing
2 Complete only when using a department-specific class

Note: Highlight the lines that are being amended/added