Exam Bulletin - Principal Program Budget Analyst I

Department of Finance

Exam Code: EX-2521

Examination Plans Included:

  • PRINCIPAL PROGRAM BUDGET ANALYST I - Promotional

Final Filing Date: Applications are accepted on a continuous basis.

Classification Details

PRINCIPAL PROGRAM BUDGET ANALYST I: $9,295.00 - $10,550.00 per Month

View the PRINCIPAL PROGRAM BUDGET ANALYST I classification specification.

Application Instructions

Upcoming Filing Cutoff Dates:

  • 10/28/2024
  • 12/26/2024
  • 3/27/2025
  • 6/26/2025
  • 9/25/2025

Examination/Employment Application (STD 678) must be received or postmarked by the filing date indicated above. Applications postmarked, personally delivered or received via interoffice mail after the filing date will be processed in the next group.

Who Should Apply:

The information below will help you determine which classification(s) is(are) appropriate for you. Applicants must meet the Minimum Qualifications as stated on this bulletin to compete in this examination.

Promotional Examination(s):

  • PRINCIPAL PROGRAM BUDGET ANALYST I - Promotional

In addition to meeting the Minimum Qualifications, competition is limited to individuals who meet at least one of the following filing criteria:

  • 1. Have a permanent civil service appointment with a promotional testing department (see Testing Departments), or
  • 2. Are current or former employees of the legislature for 2 or more years as defined in Government Code 18990, or
  • 3. Are current or former non-elected exempt employees of the executive branch for 2 or more consecutive years as defined in Govt. Code 18992, or
  • 4. Are persons retired from the United States military honorably discharged from active duty with a service disability or honorably discharged from active duty as defined in Government Code 18991. Applicants must provide a copy of discharge papers (DD 214) for verification purposes at the time of application.

Under certain circumstances other employees may be allowed to compete under provisions of Rules 234, 235 and 235.2. California Code of Regulations Rules 233, 234, 235.2 and 237 contain provisions regarding civil service status and eligibility for promotional examinations.

For all Classifications, once you have participated in any of the following examinations, you may not recompete for 12 months:

Exam Code(s):

    2521

For PRINCIPAL PROGRAM BUDGET ANALYST I, once you have participated in any of the following examinations, you may not recompete for 12 months:

Exam Code(s):

  • EX-02521

How To Apply:

Submit an Examination/Employment Application (STD 678) to apply for this examination.

Electronic applications can be submitted through your account at www.CalCareers.ca.gov.

You may apply by mail to:

  • Dianne Havens
    Department of Finance
    Human Resources Office
    915 L Street, Suite 1235
    Sacramento, CA 95814

Indicate the Examination Code and Classification(s) on your Examination/Employment Application (STD 678).

You may drop off your application and any applicable or required documents at:

  • Department of Finance
    Human Resources Office
    915 L Street
    Sacramento, CA 95814
    8:00 AM - 5:00 PM
    Closed Monday-Friday between 12:00 PM (PST) - 1:00 PM (PST)

Indicate the Examination Code and Classification(s) on your Examination/Employment Application (STD 678). All applicants must provide proof of identification. Accepted forms of identification are: 1) a photo identification card or 2) two forms of signed identification.

The following items must be submitted with your Examination/Employment Application form. Failure to submit these items may result in rejection of your application.

  • Transcript (Official or Unofficial)

Special Testing Arrangements:

If you require assistance or alternative testing arrangements due to a disability, indicate on your application that you need reasonable accommodation. You will be contacted by a representative of the testing department to make the necessary arrangements. If you have not been contacted by the time you receive notification of testing, please contact the testing department listed in the Contact section of this bulletin.

If you are unable to submit your application or complete the test due to a disability, please contact the testing department listed in the Contact section of this bulletin.

Minimum Qualifications

All applicants must meet the education and/or experience requirements as stated on this exam bulletin to be accepted to the examination.

Unless otherwise stated in the Minimum Qualifications, qualifying experience may be combined on a proportionate basis if the requirements stated below include more than one pattern and are distinguished as "Either" 1, "or" 2, "or" 3, etc. For example, applicants possessing qualifying experience amounting to 50% of the required time of Pattern 1 and additional experience amounting to 50% of the required time of Pattern 2 may be accepted to an examination as meeting 100% of the overall experience requirement.

00105270 - PRINCIPAL PROGRAM BUDGET ANALYST I

All Levels:

Experience applicable to one of the following patterns may be combined on a proportional basis with experience applicable to the other pattern to meet the total experience requirements.

Education: The following education is required when general experience is used to qualify at any level:

Equivalent to graduation from college. (Additional qualifying experience may be substituted for the required education on a year-for-year basis.)

Principal Program Budget Analyst I

Either I

 

Experience: One year of experience in the California state service performing duties of a Staff Finance Budget Analyst.

Or II

 

Experience: Four years of progressively responsible experience with duties involving the preparation, justification, and analysis, or the control and administration of a budget or budgetary program which may include revenue forecasting or expenditure estimates, and also must have included substantial utilization of program budgeting techniques. (Experience in the California state service applied toward this requirement must have included one year performing duties of a class comparable in level of responsibility to that of a Staff Finance Budget Analyst.) and

Education: Equivalent to graduation from college. (Additional qualifying experience may be substituted for the required education on a year-for-year basis.)

(Applicants who are within six months of satisfying the experience or education requirements will be admitted to the examination, but they must fully meet the experience or education requirements before being eligible for appointment.)

Special Personal Requirements

All Levels:

Demonstrated ability to act independently, open-mindedness, flexibility, and tact.

Position Description

00105270 - PRINCIPAL PROGRAM BUDGET ANALYST I

Serves as the Department of Finance's primary contact with one or more departments; develops expert fiscal and program knowledge in assigned area; identifies policy and program issues on which program analysis projects should be initiated; works with the department(s) to which assigned in preparation of the Governor's Program Budget; consults with line program managers regarding program; advises the Director of Finance and Governor's Office on decisions relating to the program budget and proposed legislation; has final authority to approve a wide range of financial documents that require Department of Finance approval; carries out program analysis projects, using a variety of analytical techniques to evaluate program effectiveness and program alternatives; serves as a resources person in assigned program area to assist other staff conducting program analyses; monitors program implementation; and represents the Department of Finance at subcommittee hearings of appropriate committees.

The classes in this series are used in the Department of Finance to perform a wide variety of staff work concerned with program budget planning, evaluation, and support; program budget policy analysis and formulation; reviewing budget requests; developing and defending the Governor's program budget; evaluating program performance; analyzing proposed legislation in process and providing assistance to management in conducting in-depth program analysis. Incumbents in this series are typically specialists who have demonstrated possession of intellectual abilities, analytical techniques, and personal qualifications to succeed in a variety of program budget analysis assignments with a particular area of program expertise. They identify program issues, conduct and/or review analytical studies and surveys and revenue forecasts; develop the cash budget, including cash management and supervision of debt programs; identify budget information system needs and interface requirements among other departments and branches of government; develop budget information systems; formulate program procedures-related problems; review and analyze bills proposed before the Legislature and advise management on the program and fiscal impact or potential fiscal impact; participate on or act as team, conference, or task force leaders on larger studies; and represent the Department of Finance and the administration as assigned.

This series is available for use only in the California State Department of Finance. Entry into this series would typically be by State employees who have had employment in or outside the State service that provided responsible analytical experience directly related to the preparation and/or review of program budgeting proposals.

Positions are allocated at this level based on an evaluation of the assignment and incumbent in terms of the criteria discussed under Allocation Factors. Assignments are typically to a department, group of departments, or agency which currently have a minimum of sensitive programs, relatively small expenditures, or do not have significant impact on the State's total fiscal program; or the incumbent, due to newness to the assignment, is not yet able to function at a level of expertise that makes as major a contribution to the decision-making process as would be possible after a more prolonged exposure to the program within the assignment.

For information regarding position location(s), please refer to the Eligible List Information section.

Examination Information

This examination consists of the following component(s):

Component OrderComponent TypeComponent DuePercentage of Final Score
1Supplemental ReportAfter Acceptance100%

A final score of 70% must be attained to be placed on the eligible list.

In addition to evaluating the applicant's relative knowledge, skill and ability as demonstrated by quality and breadth of education/experience, emphasis in each test component will be on measuring competitively, relative to job demands, each applicant's:

Knowledge of:
1) Principles, practices, and trends of governmental budgeting and accounting.
2) Research techniques.
3) Program budgeting techniques and governmental functions and organization.
4) Methods and techniques of effective program management and supervision.
5) The legislation process and its impact on program selection and budgeting.
6) A manager's/supervisor's responsibility for promoting equal opportunity in hiring and employee development and       promotion, and for maintaining a work environment that is free of discrimination and harassment.

 Ability to:
1) Reason logically and creatively and utilize a variety of analytical techniques to resolve complex governmental   budgeting and managerial problems.
2) Develop expertise on the subject matter administered by the department or departments to which assigned.
3) Develop and evaluate program alternatives.
4) Analyze data and present ideas and information effectively.
5) Consult with and advise administrators or other interested parties.
6) Appear before legislative and other committees and testify in behalf of the Department of Finance and the   administration on fiscal and program-related matters for either revenues or expenditures.
7) Use techniques such as model building and simulation, formulating assumptions and identifying constraints,   estimating market demand in the public sector, allocation of limited resources, risk and uncertainty, systems analysis,     problem formulations, price incentives, and comprehensive program monitoring, evaluation, and control.
8) Gain and maintain the confidence and cooperation of those contacted during the course of work.
9) Coordinate the work of others.
10) Act as a team or conference leader.
11) Effectively promote equal opportunity in employment and maintain a work environment that is free of discrimination   and harassment.

Eligible List Information

A Departmental Promotional eligible list for the PRINCIPAL PROGRAM BUDGET ANALYST I Classification will be established for:

  • Department of Finance

The names of successful competitors will be merged onto the eligible list(s) in order of final score regardless of test date. Eligibility expires 12 months after it is established. Applicants must then retake the examination to reestablish eligibility.

Resulting Eligibility List(s) will be used to fill vacancies in

    Veterans' Preference is not granted for promotional examinations.

    Career Credits are not granted for examination(s) administered on an Open basis or a Promotional basis.

    Testing Departments

    • Department of Finance

    Contact Information

    Questions regarding this examination should be directed to:

    Department of Finance
    Dianne Havens
    Human Resources Office
    915 L Street, Suite 1235
    Sacramento, CA 95814
    Phone: (916) 323-4071
    Fax: (916) 323-0488
    exams@dof.ca.gov

    California Relay Service: 1-800-735-2929 (TTY), 1-800-735-2922 (Voice). TTY is a Telecommunications Device for the Deaf, and is reachable only from phones equipped with a TTY Device.

    Equal Opportunity Employer

    The State of California is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation.

    Drug Free Statement

    It is an objective of the State of California to achieve a drug-free State work place. Any applicant for State employment will be expected to behave in accordance with this objective, because the use of illegal drugs is inconsistent with the law of the State, the rules governing civil service, and the special trust placed in public servants.

    General Information

    Examination and/or Employment Application (STD 678) forms are available at the California Department of Human Resources, local offices of the Employment Development Department, and through your CalCareer Account (www.CalCareers.ca.gov).

    If you meet the requirements stated on this examination bulletin, you may take this examination, which is competitive. Possession of the entrance requirements does not assure a place on the eligible list. Your performance in the examination described in this bulletin will be rated against a predetermined job-related rating, and all applicants who pass will be ranked according to their scores.

    Department of Finance reserves the right to revise the examination plan to better meet the needs of the service, if the circumstances under which this examination was planned change. Such revision will be in accordance with civil service laws and rules and all applicants will be notified.

    General Qualifications: Applicants must possess essential personal qualifications including integrity, initiative, dependability, good judgment, the ability to work cooperatively with others, and a state of health consistent with the ability to perform the assigned duties of the class. A medical examination may be required. In open examinations, investigation may be made of employment records and personal history and fingerprinting may be required.

    Eligible Lists: Eligible lists established by competitive examination, regardless of date, must be used in the following order: 1) sub-divisional promotional, 2) departmental promotional, 3) multi-departmental promotional, 4) service-wide promotional, 5) departmental open, 6) open. When there are two lists of the same kind, the older must be used first. Eligible lists will expire in one to four years unless otherwise stated on the bulletin.

    High School Equivalence: Equivalence to completion of the 12th grade may be demonstrated in any one of the following ways: 1) passing the General Education Development (GED) Test; 2) completion of 12 semester units of college-level work; 3) certification from the State Department of Education, a local school board, or high school authorities that the competitor is considered to have education equivalent to graduation from high school; or 4) for clerical and accounting classes, substitution of business college work in place of high school on a year-for-year basis.

    Accepted applicants must provide proof of identification at each in-person test session. Acceptable identification consists of a photo identification card or two forms of signed identification.

    Application Methods:
    Electronic (Your CalCareer Account)
    By Mail
    In Person (see bulletin for details)
    Alternate Application Process

    While we recommend that you utilize your CalCareer Account to take advantage of all the tools available, you may choose to apply for this examination without using your account. In this case, print and complete the Exam Application Package Checklist and include it if you submit a hard copy application.

    Exam Application Package Checklist

    Blank Application Form (STD678)

    Accommodation Request (STD679)