JFS for Administrative and Professional Work in the ...

1 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 GS-0501 Accounting GS-0510 Auditing GS-0511 Internal Revenue Agent GS-0512 Tax Specialist GS-0526 Budget Analysis GS-0560 Table of Contents 2 2 MODIFICATIONS TO AND CANCELLATIONS OF OTHER EXISTING OCCUPATIONAL SERIES AND 2 GENERAL SERIES, TITLING, AND OCCUPATIONAL GUIDANCE.

2 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 28 POSITION EVALUATION SUMMARY .. 29 FACTOR LEVEL 30 FACTOR 1 - KNOWLEDGE REQUIRED BY THE 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.

3 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 102 U. S. Office of Personnel Management 1 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.

4 COVERAGE This job family standard covers the following occupational series: Series Series Financial Administration and Program GS-0501 Internal Revenue Agent GS-0512 Accounting GS-0510 Tax Specialist GS-0526 Auditing GS-0511 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.

5 Series Action Taken / How to Classify work Previously Covered Financial Administration and Program GS-0501 Cancels this classification standard, last revised in April 1982. 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.

6 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 2 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.

7 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.

8 U. S. Office of Personnel Management 3 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.

9 GS-0560 Series Definition Titling Occupational Information U. S. Office of Personnel Management 4 Professional and Administrative work in the Accounting and Budget Group, GS-0500 December 2000 FINANCIAL ADMINISTRATION & PROGRAM, GS-0501 Qualification StandardsDefinition 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.

10 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 5 Professional and Administrative work in the Accounting and Budget Group, GS-0500 December 2000 ACCOUNTING, GS-0510 Qualification StandardsDefinition This series covers positions that advise on or administer, supervise, or perform Professional accounting work that requires application of accounting theories, concepts, principles, and standards to the financial activities of governmental, quasi-governmental, or private sector organizations.