CURRENT EFFECTIVE DATE. POSITION NUMBER (Agency Unit Class Serial) Benefits & Services

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1 X PROPOSED CURRENT DUTY STATEMENT EFFECTIVE DATE BRANCH POSITION NUMBER (Agency Unit Class Serial) Benefits & Services DIVISION/UNIT CLASS TITLE Disability and Survivor Benefits (DaSB)/ Process Pension Program Manager II Improvement Team (PIT) INCUMBENT WORKING TITLE Vacant PIT Manager CalSTRS is dedicated to securing the financial future and sustaining the trust of California s educators through customer service, accountability, leadership, strength, trust, respect, and stewardship. BRIEFLY (1 or 2 sentences) DESCRIBE THE POSITION S ORGANIZATIONAL SETTING AND MAJOR FUNCTIONS Under the direction of the Assistant Director (PPM III) of the Disability and Survivor Benefits (DaSB) Division, the Pension Program Manager II (PPM II) will represent and assist in overseeing all DaSB resources on enterprise projects. The PPM II will ensure staff with requisite knowledge and skills are provided to project teams and the core business continues to run efficiently throughout the project duration. Additionally, the PPM II will assess the need to build and implement DaSB business tools that will provide return on investment and reduce DaSB production time, ensuring proper internal control adherence and alignment with future BusinessRenew deliverables. % of time performing duties Indicate the duties and responsibilities assigned to the position and the percentage of time spent on each. Group related tasks under the same percentage with the highest percentage first. (Use additional sheet if necessary) ESSENTIAL FUNCTIONS (completion required) 35% In collaboration with DaSB leadership, provides staff with the tools and information necessary for successful outcomes on enterprise and division projects. Ensure that sufficient knowledge, skill, and expertise is provided to the projects while considering the impact to core business. Ensures the least amount of impact to total production output while adhering to effective internal controls. Assess and oversee the development of business tools that provide return on investment with documentation and corresponding business case outlining the impact to core business. Ensures that created tools are in adherence with Education Code and CalSTRS policies and practices. Projects workload, staffing requirements, training, and equipment needs in order to meet division service performance objectives; manages and deploys staff resources to maximize service performance; makes recommendations to the Director and Assistant Director regarding allocation of resources within the budget allotment. 30% Independently and through subordinate managers, recruits, hires and retains staff who exhibit CalSTRS core competencies and values. Communicates clear performance expectations aligned with organizational objectives. Collaborates with DaSB leadership to define consistent staff expectations; clarifies and resolves expectation discrepancies; maintains a visible presence with the staff and leadership. Regularly observes staff and conveys individual performance results in one-on-one discussions; provides constructive feedback and coaching that improves performance and builds competency. Creates, monitors, and refreshes Individual Development Plans (IDPs); collaboratively sets individual and team performance goals that are specific, measurable, achievable, realistic, and time bound (SMART); provides development assignments to solidify competencies identified in annual IDPs. Recognizes differences of opinion and encourages discussion. Quickly addresses and corrects poor performance and documents appropriately. Actively supports organizational policies and objectives; develops rapport with key organizational peers and builds mutual understanding of functional interdependencies; consistently demonstrates CalSTRS core values and competencies; adheres to organizational leadership expectations and serves as a role model to staff and peers. Builds a shared vision and influences others to translate vision into action; provides training, mentoring, and growth opportunities for subordinate staff ensuring CalSTRS has the necessary talent to fill future middle-management positions.

2 POSITION NUMBER (Agency Unit Class Serial) Page 2 of 5 25% Oversees analysis of DaSB programs (through subordinate staff and managers) to identify and implement technological applications and tools leading to increased efficiencies. Propose or assist in development of legislative changes to provide clarification of the Education Code sections that DaSB utilizes. Streamline processes and reflect industry best practices. Represent DaSB on multi-business area work groups. Through subordinate managers and professional staff oversees and assesses development, testing and implementation of business tools for DaSB that will not conflict with or duplicate efforts related to BusinessRenew. Ensure a smooth transition to the future deliverables of BusinessRenew. 5% 5% MARGINAL FUNCTIONS (completion required) Act on behalf of other managers/ Assistant Director/ Production Manager when required and will testify to actions taken by DaSB, when required. Work closely with both internal and external auditors to provide explanation of calculations, processes and procedures and actions taken. ADDITIONAL INFORMATION Must be able to strongly and respectfully debate an issue Able to listen effectively and process information quickly to provide quick and accurate responses in high pressure and highly critical situations Sit for extended periods of time Use computer and telephone for extended periods of time. Adhere to organizational expectations and maintains good attendance with minimal unplanned absences INTERPERSONAL SKILLS Interact successfully in a diverse team environment Communicate effectively, both verbally and in writing, with individuals from varied experiences, perspectives and backgrounds, which may involve some exposure to aggressive clientele or adversarial conditions Interact with others in a tactful, congenial, and personal manner in order to build positive and collaborative working relationships. Work collaboratively and develop rapport with peers and leadership throughout CalSTRS. Must be able to function rationally, calmly and deliberately in stressful situations in order to reach the best solution. Ability to provide motivational and educational presentations using Microsoft Office, Visio, Project, START screens, Imaging, Access Database, and any other technology. CALSTRS CORE VALUES Customer Service: We never compromise on quality as we strive to meet or exceed the expectations of our customers. Accountability: We operate with transparency and accept responsibility for our actions. Leadership: We model best practices in our industry and innovate to achieve higher standards. Strength: We ensure the strength of our system by embracing a diversity of ideas and people. Trust: We conduct ourselves with integrity, acting ethically in every endeavor. Respect: We respect the needs of our members, co-workers, and others treating everyone with fairness, honesty, and courtesy. Stewardship: We recognize our fiduciary responsibility as the foundation for all decision-making. CALSTRS CORE COMPETENCIES Adaptability/Flexibility: Adapts well to changes in assignments and priorities; adapts behaviors or work methods in response to new information, changing conditions, or unexpected obstacles; approaches change positively and adjust behaviors accordingly. Communication: Clearly conveys and receives information and ideas to and from individuals and groups; exchanges information in a manner that engages the listeners, helps them understand and retain the message, and invites response and feedback; keeps others informed as appropriate; and demonstrates applicable jobrelated written, oral, and listening skills. Customer/Client Focus: Identifying and responding to current and future client needs.

3 POSITION NUMBER (Agency Unit Class Serial) Page 3 of 5 Teamwork: Participates as an active and contributing member of a team to achieve team goals by: working cooperatively with other team members, involving others, sharing information as appropriate, and sharing credit for team successes. Work Standards/Quality Orientation: Sets high quality work standards and well-defined, realistic goals for one s self; displays a high level of effort and commitment towards completing assignments in a timely manner with completeness and accuracy; with minimal supervision, monitors and checks work to assure it meets standards; and is motivated to achieve. Leader 2 Competencies: Change Leadership Decision Making Ethics and Integrity Influencing Others Initiative Mentoring Results Orientation Risk Management Team Leadership/Developing Others Vision and Strategic Thinking WORK ENVIRONMENT OR PHYSICAL ABILITIES REQUIRED OF THE JOB: WORK ENVIRONMENT Prolonged periods of sitting Occasional overnight travel Work in a mid-rise building, in an open space environment Work hours may vary based on BusinessRenew needs. May include extended hours, night and/or early morning hours, and weekends, as required PHYSICAL ABILITIES Ability to use a computer and telephone for prolonged period of time Ability to view computer screen information for prolonged periods of time Responsible for promoting a safe and secure work environment free from discrimination, harassment, inappropriate conduct, or retaliation. This will be accomplished by working with Human Resources to ensure federal or state laws and rules and CalSTRS policies and processes are adhered to by staff. Responsible for taking a pro-active approach in preventing Human Resources or Equal Employment Opportunity Program policy or process issues by responding appropriately to employee concerns by elevating potential EEO or HR issues to the appropriate personnel. Responsible for participating in mandated HR or EEO training workshops (i.e. Sexual Harassment, EEO, etc.). To be reviewed and signed by the supervisor and employee: SUPERVISOR S STATEMENT: I HAVE DISCUSSED THE DUTIES AND RESPONSIBILITIES OF THE POSITION WITH THE EMPLOYEE I HAVE SIGNED AND RECEIVED A COPY OF THE DUTY STATEMENT SUPERVISOR S NAME (Print) SUPERVISOR S SIGNATURE DATE EMPLOYEE S STATEMENT: I HAVE DISCUSSED THE DUTIES AND RESPONSIBILITIES OF THE POSITION WITH MY SUPERVISOR I HAVE SIGNED AND RECEIVED A COPY OF THE DUTY STATEMENT I AM ABLE TO PERFORM THE ESSENTIAL FUNCTIONS LISTED WITH OR WITHOUT REASONABLE ACCOMMODATION I UNDERSTAND THAT I MAY BE ASKED TO PERFORM OTHER DUTIES AS ASSIGNED WITHIN MY CURRENT CLASSIFICATION, INCLUDING WORK IN OTHER FUNCTIONAL AREAS AS BUSINESS NEEDS REQUIRE EMPLOYEE S NAME (Print) EMPLOYEE S SIGNATURE DATE

4 POSITION NUMBER (Agency Unit Class Serial) Page 4 of 5 PERSONNEL ANALYST S NAME (Print) PERSONNEL ANALYST S SIGNATURE DATE In addition to the duties outlined above, the Disability and Survivor Benefits Leadership Team has established the following work expectations which you must abide by to ensure the above duties are performed successfully. Timeliness You are expected to prioritize your work and effectively use your time to complete your work within established time frames. Service You are expected to provide prompt and courteous service to all persons with whom you come in contact with including other program area staff as well as our members. Communication Oral and written communications must be professional, understandable, concise, courteous, complete and grammatically correct. Dress and Conduct Conduct and dress must be professional and appropriate for the business environment. Teamwork You are expected to work cooperatively with your co-workers to meet organizational goals. This includes, but is not limited to: Volunteer to help others; Offer suggestions for improvement; Maintain a positive attitude; Demonstrate respect for your co-workers; Be flexible and receptive to changes within the work area; and Coordinate work assignments with other units/sections as necessary. Mission, Philosophy Statement, Core Values and Core Competencies All staff is expected to support the CalSTRS Mission and Philosophy Statements and demonstrate the Core Values when performing their duties. CalSTRS Mission Statement Securing the financial future and sustaining the trust of California educators. CalSTRS Philosophy Statement We, as employees, are proud of the opportunity to serve the members of the California State Teachers Retirement System. We acknowledge our members for their years of commitment and dedication to the public school system. We recognize and accept our responsibility to provide the finest service to our members, to serve them with utmost respect and dignity, and to ensure the timely disbursement of vitally important benefits that affect their lives and the lives of their beneficiaries. To that end, we are committed to meet and strive to exceed the members expectations of our performance. My signature indicates that I have received and read the Pension Program Manager II Duty Statement and that I understand what is expected of me in performing the duties of this job. Employee Signature Date

5 POSITION NUMBER (Agency Unit Class Serial) Page 5 of 5 Manager Signature Date