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Professional and Administrative Work in the Accounting and Budget Group, GS-0500 December 2000

Job Family Position Classification Standard for Professional and Administrative Work in the Accounting and Budget Group, GS-0500

Series Covered by This Standard:

Financial Administration & Program Accounting Auditing

Internal Revenue Agent Tax Specialist

Budget Analysis

GS-0501 GS-0510 GS-0511 GS-0512 GS-0526 GS-0560

Table of Contents

INTRODUCTION........................................................................................................................................... 2 COVERAGE ............................................................................................................................................... 2 MODIFICATIONS TO AND CANCELLATIONS OF OTHER EXISTING OCCUPATIONAL SERIES AND STANDARDS ..... 2

GENERAL SERIES, TITLING, AND OCCUPATIONAL GUIDANCE .......................................................... 3

IMPACT OF AUTOMATION ....................................................................................................................... 23

CROSSWALK TO THE STANDARD OCCUPATIONAL CLASSIFICATION ............................................ 24

CROSSWALK TO THE STANDARD OCCUPATIONAL CLASSIFICATION ............................................ 25

EXCLUSIONS ............................................................................................................................................. 25

HOW TO USE THIS STANDARD............................................................................................................... 28

POSITION EVALUATION SUMMARY ....................................................................................................... 29

FACTOR LEVEL DESCRIPTIONS............................................................................................................. 30 FACTOR 1 - KNOWLEDGE REQUIRED BY THE POSITION.............................................................. 30 FACTOR 2 - SUPERVISORY CONTROLS .......................................................................................... 39 FACTOR 3 - GUIDELINES ................................................................................................................... 44 FACTOR 4 - COMPLEXITY.................................................................................................................. 49 FACTOR 5 - SCOPE AND EFFECT ..................................................................................................... 60 FACTOR 6 - PERSONAL CONTACTS AND FACTOR 7 - PURPOSE OF CONTACTS ...................... 68 FACTOR 8 - PHYSICAL DEMANDS .................................................................................................... 72 FACTOR 9 - WORK ENVIRONMENT .................................................................................................. 72

GRADE CONVERSION TABLE ................................................................................................................. 73

APPENDICES ............................................................................................................................................. 74 APPENDIX F1 - FACTOR 1 ILLUSTRATIONS .................................................................................... 74 APPENDIX F4 - FACTOR 4 ILLUSTRATIONS .................................................................................... 85 APPENDIX F5 - FACTOR 5 ILLUSTRATIONS .................................................................................... 94 APPENDIX H - HISTORICAL RECORD AND EXPLANATORY MATERIAL.................................... 102

U. S. Office of Personnel Management

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Professional and Administrative Work in the Accounting and Budget Group, GS-0500 December 2000

INTRODUCTION

This job family standard provides series definitions, titling instructions, and grading criteria for nonsupervisory two-grade interval professional and administrative positions in the Accounting and Budget Group, GS-0500.

COVERAGE

This job family standard covers the following occupational series:

Series Financial Administration and Program GS-0501

Accounting GS-0510 Auditing GS-0511

Series Internal Revenue Agent GS-0512

Tax Specialist GS-0526 Budget Analysis GS-0560

MODIFICATIONS TO AND CANCELLATIONS OF OTHER EXISTING OCCUPATIONAL SERIES AND STANDARDS

Issuance of this job family standard renames or cancels occupational series and classification standards as described in the following table. The table also indicates how to classify work previously covered by classification standards affected by this issuance.

Series

Action Taken / How to Classify Work Previously Covered

Financial GS-0501 ? Cancels this classification standard, last revised in April 1982. Administration and

Program

Accounting GS-0510 ? Cancels this classification standard, last revised in December 1989.

Auditing GS-0511 ? Cancels this classification standard, last revised in May 1982.

Internal Revenue Agent GS-0512 ? Cancels this classification standard, last revised in October 1983.

Tax Technician GS-0526 ? Cancels this classification standard, last revised in April 1962. ? Renames this series. ? Classify work previously covered by this series to the Tax Specialist Series, GS-0526.

Budget Analysis GS-0560 ? Cancels this classification standard, last revised in July 1981.

U. S. Office of Personnel Management

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Professional and Administrative Work in the Accounting and Budget Group, GS-0500 December 2000

GENERAL SERIES, TITLING, AND OCCUPATIONAL GUIDANCE

This section provides information on series definitions, titling instructions, and occupational guidance for nonsupervisory professional and administrative positions in the Accounting and Budget Group, GS-0500. It also provides information on titling instructions for supervisors and team leaders in this job family.

GENERAL TITLING PROVISIONS

Supervisors and Team Leaders.

? Add the prefix "Supervisory" to the title of positions classified using the General Schedule Supervisory Guide.

? Add the prefix "Lead" to the title of positions classified using the General Schedule Leader Grade Evaluation Guide.

Parenthetical Titles.

? None prescribed. Agencies may supplement the basic titles authorized in this standard with parenthetical titles if necessary for recruitment or other human resources needs.

U. S. Office of Personnel Management

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Professional and Administrative Work in the Accounting and Budget Group, GS-0500 December 2000

INFORMATION BY SERIES

Financial Administration and Program, GS-0501 ? Series Definition ? Titling

Accounting, GS-0510

? Series Definition ? Titling ? Occupational Information

Auditing, GS-0511

? Series Definition ? Titling ? Occupational Information

Internal Revenue Agent, GS-0512

? Series Definition ? Titling ? Occupational Information

Tax Specialist, GS-0526

? Series Definition ? Titling ? Occupational Information

Budget Analysis, GS-0560

? Series Definition ? Titling ? Occupational Information

U. S. Office of Personnel Management

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Professional and Administrative Work in the Accounting and Budget Group, GS-0500 December 2000

FINANCIAL ADMINISTRATION & PROGRAM, GS-0501

Qualification Standards

Definition

This series covers positions that perform, supervise, or manage administrative work of a fiscal, financial management, accounting or budgetary nature that is not classifiable to another more specific professional or administrative series in the Accounting and Budget Group, GS-0500. BACK

Titling

There are no titles specified for this occupation. Agencies may construct titles that appropriately describe the work. Use the title, Financial Manager, only for positions classified to the Financial Management Series, GS-0505. (See Exclusions) BACK

U. S. Office of Personnel Management

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