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Job Specification

PLANNING ASSOCIATE 1, SCHOOL/EDUCATION PROGRAMS

DEFINITION

Under limited supervision of a supervisory official in the Department 
of Education, assists in  analyzing, developing, and maintaining 
operating and grants-in-aid  budgets for state, federal, and other 
funding sources; assists in  analyzing management systems and 
financial controls; assists in developing education  programming by 
conducting analyses and evaluation of educational  programs, 
surveys, needs assessments, and program fiscal data related to state 
and federal formula and discretionary grant applications and  allocations; 
and/or assists in monitoring all financial areas for school districts;  
performs mandated regulatory functions; does  related work as required.

NOTE:  The examples of work for this title are for illustrative purposes 
only.  A particular position using this title may not perform all duties 
listed in this job specification.  Conversely, all duties performed on the 
job may not be listed.
  
EXAMPLES OF WORK:

Assist in designing and implementing evaluation instruments to analyze 
effectiveness of training, curricula, and related education services in 
local school districts and intermediate and regional units.

Analyze demographic data and helps develop, plan, and recommend 
policy and formula for funds distribution.

Assist in analyzing management systems and financial controls in order 
to assess their adequacy to implement education plans and to increase 
program efficiency and cost effectiveness.

Monitor, review, analyze, and recommend approval of lease purchase 
and bond fund transactions for school districts.

Review applications of extension of credit and recommends approval.

Ensure that the lease purchase and bonding transactions of school 
districts meet the acceptable accounting standards.

Recommend bond forms and requirements from various entities for 
lease/purchase of school facilities.

Review and recommend approval or disapproval of terms of 
lease/purchase agreements and extension of credit applications.

Conduct hearings on school lease/purchase agreements and 
refinancing or defeasance applications.

Develop and maintain operating budget and financial controls for the 
school districts, programs and/or the department.

Develop cost estimates for proposed programs for the school districts, 
programs and/or the department.

Assist in monitoring the acquisition and disbursal of education grants.

Determine impact on education programming from changes in funding, 
personnel, programs, or services.

Establish and maintain effective work communications with county 
offices and regional units to ensure goals of education programs are 
being met.

Audit program records or finances.

May establish and administer operating and grants-in-aid budgets and 
expenditures for state, federal, and other non-state funding sources.

Conduct financial and compliance review of accounts, financial 
transactions, and program outcomes.

Analyze relevant state and federal laws and regulations, and assist 
in developing policy and program recommendations for their enforcement.

Establish and maintain liaison with education and public interest groups 
to inform them of department activities and identify their needs.

Assist in researching and analyzing demographic, labor market, and 
technological data used in establishing education programs and plans 
to meet changing needs.

Assist in providing technical assistance to local programs and assist 
in coordinating the development of training programs for funded 
agencies.

Assist in the development of specialized programs for targeted 
populations.

Assist in developing technical documents for the State education 
system to evaluate to educational services.

Assist in reviewing the progress of local district education goals, as 
approved by the Department of Education.

Assist in developing and recommending funding criteria, competitive 
application procedures, and forms for awarding contracts to eligible 
agencies.

Assist to coordinate program maintenance and fiscal reporting 
systems with departmental standards.

Will be required to learn to utilize various types of electronic and/or 
manual recording and computerized information systems used by the 
agency, office, or related units.

REQUIREMENTS:

EDUCATION:

Graduation from an accredited college or university with a Master's 
degree in Public Administration, Educational Administration, Business 
Administration, Accounting, or a related field.

NOTE:  Possession of a valid Certificate as a Certified Public Accountant
issued by the New Jersey State Board of Certified Public Accountants 
may be substituted for the Master's degree.

EXPERIENCE:

Three (3) years of professional experience in school business 
management/accounting or private sector budgeting, accounting, 
or auditing.

LICENSE:

Appointee will be required to possess a driver's license valid in 
New Jersey only if the operation of a vehicle, rather than employee 
mobility, is necessary to perform the essential duties of the position.

KNOWLEDGE AND ABILITIES:

Knowledge of the organization and structure of the New Jersey 
education system.

Knowledge of public education policy at the local, state, and federal 
levels.

Knowledge of state and federal law, regulation, policies and 
procedures governing public sector budgeting, purchasing, accounting

Knowledge of principles and practices for improving specialized 
education programming at the local level.  

Knowledge of state and federal statutes and administrative codes 
as they apply to education.

Knowledge of state and federal program aid requirements.

Knowledge of legislation and guidelines related to funded programs.

Knowledge of the operational processes and practices of state 
agencies, 
including the fiscal system.

Knowledge of budgeting methods and principles.

Knowledge of cost-benefit analysis.

Knowledge of laws and regulations regarding lease purchase 
agreements for school districts.

Knowledge of bonding and financing of capital projects.

Knowledge of the principles and techniques of program monitoring 
and auditing.

Knowledge of Generally Accepted Accounting Principles and 
Procedures (GAAP).

Knowledge of state school aid financing.

Knowledge of school funding formulas.

Ability to analyze complex financial records and manage complex 
budgets.

Ability to apply guidelines and procedures to grant and aid allocation.

Ability to establish and maintain working and information networks 
with education and public interest groups.

Ability to exercise leadership in program planning and development 
with department staff, county offices, regional units, and local school 
district staff.

Ability to coordinate plans and resources and identify problems or 
needs.

Ability to analyze data and prepare accurate reports of findings, 
conclusions, and recommendations.

Ability to prepare accurate documentation of budgetary needs.

Ability to interpret state and federal rules and regulations and 
develop a plan to meet special needs.

Ability to prepare extensive official correspondence.

Ability to coordinate the maintenance of a program and fiscal 
reporting system and other essential files.

Ability to develop technical assistance materials.

Ability to plan and conduct regional and statewide in-service training 
programs.

Ability to develop program plans from needs assessment information.

Ability to analyze state and federal labor projections and identify 
education programs to meet these needs.

Ability to analyze trends and project future education needs based 
on these trends.

Ability to learn to utilize various types of electronic and/or manual 
recording and information systems used by the agency, office, or 
related units.

Ability to maintain essential records, reports and files.

Ability to read, write, speak, understand, or communicate in English 
sufficiently to perform the duties of this position.  American Sign 
Language or Braille may also be considered as acceptable forms 
of communication.

Persons with mental or physical disabilities are eligible as long as they
can perform essential functions of the job with or without reasonable 
accommodation.  If the accommodation cannot be made because it 
would cause the employer undue hardship, such persons may not be 
eligible.

This job specification is applicable to the following title code:
Job
Spec
Code
VariantState,
Local or
Common
Class of
Service
Work
Week
State
Class
Code
Local
Class
Code
Salary
Range
Note
72630SNNL26N/AP26-

This job specification is for state government use only.
Salary range is only applicable to state government.
Local salaries are established by individual local jurisdictions.

MER   7/16/2011