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Cal Q Cert Process

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Cal Q Cert Process

  1. 1. California Qualified Program - Training Requirement Validation Emlo ee Name: Ma Lou Urquizo Office of Statewide Health Planning and Develo - ment CIO Name: Deborah Holstien, Actin Chief information Officer Employee: Please indicate the date that the CalQ requirement was met. Requirements may be met by completing the courses specified below, or by taking an equivalent course or through work experience and on-the-job training that covers the scope of the CalQ course. if an equivalent course was completed, indicate the name of the course and the date completed if work experience or on-the-job training was used to meet the requirement, please briefly describe. CIO: Please initial to confirm the accuracy of the training reported. Primary Curriculum — Primarily for Project Managers of Minor and Small sized projects. Project Managers must complete the entire Primary CA-PMM training curriculum to achieve Ca| Q status to manage a Minor or Small state IT project. CaIQ Course Name CaIQ Course Name of Other Course CIO Description Completed andlor On-the- Initials Job CA-PMM Boot Camp for Comprehensive training in 5/20-22/2008 Introductory Project Project Managers project management using Management in the Public the Califomia Project Sector and l have in excess Management of eleven (11) years “hands OR Methodology (CA-PMM) on” experience in Project and CA-PMM tools. Management, Data Processing Systems development, and the management of operations. I have eleven (11) years of experience directing all phases of the operation of two large electronic data processing procurements. installations; the original and the new NextGen MIS/ DSS. One hundred percent of my time over the last eleven (11) years has been spent continuing to function as the MIS/ DSS Project Lead. My work required that I exercised discretion and independent judgment in planning, organizing, directing and managing the critical MIS/ DSS project. Additionally, I served in “Out-of-Class" capacity as an Acting Data Processing Manaer Ill. Actin Section
  2. 2. California Qualified Program — Training Requirement Validation CalQ Course Name calQ Course Description Date Name of Other Course Completed andlor On-the- Job Training! Ex - = ' Chief and Acting Senior Information Systems Analyst (Specialist). The MIS/ DSS Project Office is responsible for the overall administration, oversight and operation of the: - original $67 million contract, a an interim system during the MIS/ DSS re~ procurement and replacement with $1.3 million for contract staffing, and o the new $80 million contract for the replacement Nexteeneration (NextGen) MIS/ DSS The MIS/ DSS is a very large relational database, containing over 3.5 billion Medi-Cal eligibility, claims, and provider records. The MIS/ DSS was designated by the Department of Finance as an approved, ongoing IT operation. The MIS/ DSS is used by program staff and managers throughout the Department of Health Care Services (DHCS) and other Health and Human Service Agency Departments, i. e., Califomia Department of Public Health (CDPH), Department of Mental Health (DMH), etc. and Control Agencies, i. e.. Office of the Legislative Analyst (LAO). Federal Centers for Medicare and Medicaid Services (CMS) for both CIO Initials
  3. 3. California Qualified Program — Training Requirement Validation CalQ Course Description CalQ Course Name CIO Initials Name of Other Course Completed andlor On-the- Job day-to-day monitoring of the $38 Billion Medi-Cal Program, as well as for modeling future strategic initiatives. 11/17/2009 Ca| Q Course and experience. See above and attachments. CA-PMM Express Training for Project Managers An accelerated training in the CA-PMM methodology and CA-PMM tools. Note: This course is intended for individuals who are PMP certified or who have project management experience - uivalent to CaIQ status. 12/17/2009 CalQ Course and experience. See above and attachments. 1/25/2009 Ca| Q Course and Provides best practices for experience. See above and effective communication attachments. with project team members. sponsors and stakeholders. Project Risk Mana - ement Project Risk Management best ractices. Communication Skills for Successful Project Results 5/20-22/2008 Introductory Project Provides best practices for Management in the Public Sector and experience. See above and attachments. 5/20-22/2008 Introductory Project Best practices for leading Management in the Public project teams. Sector and experience. See above and attachments. Managing Effective Project Meetings Team Leadership for Project Managers
  4. 4. .2’ 3*’ California Qualified Program — Training Requirement Validation CalQ Course Name CalQ Course Description Name of Other Course Completed andlor On-the-Job Trainingl Experience Introductory Project Leading Change in a Provides best practices in Management in the Project Environment preparing end users and others Public Sector and to deal with the change a project experience. See will introduce into their work above and lives. attachments Introductory Project Microsoft Project 1 How to use the Microsoft Project 22/2008 Management in the application to perform basic Public Sector and project planning and scheduling. experience. See above and attachments CIO: Indicate the Project Management Level for which the employee meets qualifications. Please see SIMM 17E for a list of requirements for each level. D Novice I] Level 1 El Level 2 E] Level 3 IE Level 4 Employee Signature and Date: CIO Signature and Date:
  5. 5. California Qualified Program — Training Requirement Validation Em lo ee Name: De t. Name: CIO Name: Office of Statewide Health Planning Deborah Holstien, Actin and Develo - ment Chief Information Officer Employee: Please indicate the date that the Ca| Q requirement was met. Requirements may be met by completing the courses specified below, or by taking an equivalent course or through work experience and on-the-job training that covers the scope of the CaIQ course. If an equivalent course was completed, indicate the name of the course and the date completed If work experience or on-the-job training was used to meet the requirement, please briefly describe. C| Os: Please initial to confirm the accuracy of the training reported. Secondary Curriculum — Required for Project Managers of projects sized Medium and above. Project Managers must complete all of the Primary and Secondary CA-PMM training curriculum to achieve Ca| Q status to manage a state IT project sized Medium or larger. CA-PMM Course Name CA-PMM Course Description Name of Other Course Completed andlor On-the-Job Trainingl Experience Introductory Project Management Procurement and Vendor How to evaluate 5/20- Management vendor proposals 22/2008 in the Public Sector and I have in and manage excess of eleven (11) years vendor 12/1/1996 “hands on" experience in Project performance. through Management, Data Processing 10/31/2009 Systems development, and the management of operations. I have eleven (11) years of experience directing all phases of the operation of two large electronic data processing procurements, installations; the original and the new NextGen MIS/ DSS. One hundred percent of my time over the last eleven (11) years has been spent continuing to function as the MIS/ DSS Project Lead. My work required that I exercised discretion and independent judgment in planning, organizing, directing and managing the critical MIS/ DSS project. Additionally, I served in "Out—of-Class" capacity as an Acting Data Processing Manager lll, Acting Section Chief and Acting Senior lnforrnation Systems Analyst (Specialist). The MIS/ DSS Project Office is responsible for the overall administration, oversight and
  6. 6. Win/ Vlfin Negotiation for Project Managers and Team Members Essential Presentation Skills for Projects Microsoft Project 2 Prepare project managers to successfully apply negotiation best practices throughout the life ofa ro’ect. How to prepare and deliver effective project presentations. How to use the Microsoft Project application to - erform 5/20- 22/2008 12/1/1996 through 10/31/2009 5/20- 22/2008 12/1/1996 through 10/31 /2009 5/20- 22/2008 1 2/1/1996 throu h California Qualified Program — Training Requirement Validation operation of the: - original $67 million contract, an interim system during the MIS/ DSS re- procurement and replacement with $1.3 million for contract staffing, and the new $80 million contract for the replacement NextGeneration (NextGen) MIS/ DSS The MIS/ DSS is a very large relational database, containing over 3.5 billion Medi-Cal eligibility. claims, and provider records. The MIS/ DSS was designated by the Department of Finance as an approved, ongoing lT operation. The MIS/ DSS is used by program staff and managers throughout the Department of Health Care Services (DHCS) and other Health and Human Service Agency Departments, i. e.. Califomia Department of Public Health (CDPH), Department of Mental Health (DMH), etc. and Control Agencies, i. e.. Office of the Legislative Analyst (LAO), Federal Centers for Medicare and Medicaid Services (CMS) for both day-to-day monitoring of the $38 Billion Medi- Cal Program, as well as for modelin future strate ic initiatives Introductory Project Management in the Public Sector and experience. See above and attachments. Introductory Project Management in the Public Sector and experience. See above and attachments. Introductory Project Management in the Public Sector and experience. See above and attachments.
  7. 7. California Qualified Program — Training Requirement Validation intermediate to advanced project management 0 - erations. 10/31/2009 5/20- 22/2008 Earned Value Management How to calculate, track and manage project eamed value. 12/1/1996 through 10/31/2009 5/20- Project Portfolio 22/2008 Management Best practices in managing a portfolio of projects. 12/1/1 996 through 10/31/2009 5/20- 22/2008 Project HALT Dealing with t bl d ‘ t. rou e projecs 12/1/1996 through 10/31/2009 Introductory Project Management in the Public Sector and experience. See above and attachments. Introductory Project Management in the Public Sector and experience. See above and attachments. Introductory Project Management in the Public Sector and experience. See above and attachments. CIO: Indicate the Project Management Level for which the employee meets qualifications. Please see SIMM 17E for a list of requirements for each level. | :I Novice El Level 1 El Level 2 Signature and Date: Sinature and Date: El Level 3 IX] Level 4
  8. 8. Name: Mary Lou Urquizo Beginning and Ending Dates of Involvement: From: To: December 1, 1996 October 31, 2009 Background Project Description : The MIS/ DSS Project Office is responsible for the overall administration, oversight and operation of the: 0 original $67 million contract, 0 an interim system during the MIS/ DSS re-procurement and replacement with $1.3 million for contract staffing, and o the new $80 million contract for the replacement NextGeneration (NextGen) MIS/ DSS The MIS/ DSS is a very large relational database, containing over 3.5 billion Medi—Cal eligibility, claims, and provider records. The MIS/ DSS was designated by the Department of Finance as an approved, ongoing IT operation. The MIS/ DSS is used by program staff and managers throughout the Department of Health Care Services (DHCS) and other Health and Human Service Agency Departments, i. e., California Department of Public Health (CDPH), Department of Mental Health (DMH), etc. and Control Agencies, i. e., Office of the Legislative Analyst (LAO), Federal Centers for Medicare and Medicaid Services (CMS) for both day-to-day monitoring of the $38 Billion Medi-Cal Program, as well as for modeling future strategic initiatives. I have in excess of eleven (11) years “hands on” experience in Project Management, Data Processing Systems development, and the management of operations. I have eleven (11) years of experience directing all phases of the operation of two large electronic data processing procurements, installations; the original and the new NextGen MIS/ DSS. One hundred percent of my time over the last eleven (11) years has been spent continuing to function as the MIS/ DSS Project Lead. My work required that I exercised discretion and independent judgment in planning, organizing, directing and managing the critical MIS/ DSS project. Additionally, I served in “Out-of-Class” capacity as an Acting Data Processing Manager II], Acting Section Chief and Acting Senior Information Systems Analyst (Specialist). My vast “hand on” experience makes me confident that I possess the experience to meet Califomia Project Management Methodology (CA- PMM) Qualified (CalQ) requirements for Project Managers. Role and Activities on this Project I was the Procurement and Project Implementation Lead for the IVIIS/ DSS project. Ihave “hands-on” involvement in the management of the “System’s Development Life Cycle” for both the original and the replacement MIS/ DSS IT projects and operations, including the initiating processes of the replacement system through development, implementation and closing. My experience in systems development life cycle work includes: 1) Initiating Activities—Evaluation of the need for the system. For the original system I developed the Special Project Report(s) (SPR) Advanced Planning Documents (APD) and all control documentation. For the NextGen MIS/ DSS I accomplished through two steps: a. an Independent Assessment of the original Project, followed by b. agreement to move forward to develop a new FSR for the NextGen MIS/ DSS. Because the developed document was extremely thorough as well as detailed from a systems perspective, we were able to use the APD document created for the federal government as the FSR for the NextGen project. I contributed as the major author to this document as was responsible for its eventual finalization.
  9. 9. 2) 3) 4) Project Planning-Development of project planning documents, defining of new system requirements. I was in charge of evaluating and determining needed specifications/ changes between the older existing system and what would be needed in terms of new system functionality. I participated in the establishment of the Executive Steering Committee to evaluate this issue and met with the group once monthly for over two years. For the NextGen MIS/ DSS, I reviewed the Independent Assessment, direct staff to investigate use of the original system through initial surveys to stakeholders and held Joint Application Development (JAD) sessions. As part of the development of the project plarming, goals and objectives, in coordination with the Executive Steering Committee (ESC), I evaluated the project planning and staffing needs. I created the control documents, human resources plan and received the buy-in and identification of staff assigned to the project from the ESC. As part of the Request for Proposal process, I developed project budgets, schedules, the actual Request for Proposal itself with the project scope, schedule and the “winning bid” contract. I trained Subject Matter Experts (SME) assigned to the RFP process in necessary and objective review procedures for the procurement. I managed the SME team of thirty plus (30+) persons to completion of the RFP process. Executingl System Implementation- Designated as Procurement and Project Lead for both systems, I was responsible for all work products and staff assignments associated with development of the proposed systems. I managed the staffs hired to design, and create development plans; purchased hardware and software. I coordinated the development of the site at the Office of Technology Services (OTech) Cannery for the original system and Gold Camp campus for the NextGen MIS/ DSS. I ensured that the OTech sites were ready on schedule and fully functional, that communication plans and security issues regarding the MIS/ DSS were routed through the DHCS Information Technology Services Division (ITSD) for review and approval. I development the control documents for implementation including the Implementation Advanced Planning Document (IAPD) for the DHCS and the Federal govemment. a. I was responsible for the implementation of Project Management in accordance with the project plan including evaluation, schedule and risk management tools used on both the original and the replacement NextGen MIS/ DSS. I developed and evaluated altematives, made decisions and took appropriate actions to establish and maintain project priorities. I participated in the selection and coordination of services of an Independent Project Oversight Consultant and Independent Verification and Validation Consultant firm to assist in risk management of the project. I provided training to our users and developed an ongoing training plan for both projects. I participated in the User Acceptance and Performance Testing of both systems and because of the flexibility built into the new MIS/ DSS, extensive effort was made to push perfomiance testing to the systems limits with a successful outcome due to the vision and work performed by the section I supervised. Closing-—Maintenance and Operations-The NextGen MIS/ DSS went into operation on the 28"‘ of March 2008. I was responsible for the formal product acceptance. Development with DHCS’ Project Management Office of acceptance criteria, lessons leamed and development of the Post Implementation Evaluation Report. I was responsible for the maintenance and operation of the NextGen MIS/ DSS until mid-September 2009. a. The original MIS/ DSS had been in operation for over 10 years. For the original system I was responsible for control reporting including Special Project Reports (SPRS) and reports to the legislature, contracts and amendments, project budgets, personnel, staff assignments, work review, mining and support. I have evaluated, planned the budget and acquired qualified contract staff, for maintenance of the original system as well as for close out activities of the original system.
  10. 10. For the last eleven (1 1) years I have been responsible for the follow functions: ~«L Procurement and Project Team Lead, Acting Chief Management Information Services Branch (Data Processing Manager HI), Acting Section Chief MIS/ DSS (Staff Services Manager II) and Acting Senior Infomration Systems Analyst (Specialist) MIS/ DSS. > Planning, organizing, and directing the implementation of two large Department of Finance (DOF) approved Information Technology (IT) procurement projects-the original MIS/ DSS and the new NextGen MIS/ DSS. > Supervision of five (5) State and eleven (1 1) IT contract staff in the MIS/ DSS Section. Planned and directed staff workloads. Made assignments and prioritized work of the MIS/ DSS Project Office staff. Provided guidance for both State and contract staff in setting goals, objectives and priorities; workload management and monitoring. > Developed duty statements and job descriptions, recruited and interviewed new staff. > Prepared and presented staff performance appraisals and Individual Development Plans. Reviewed training needs and recommended staff for classes with upward mobility, improvement of job performance and expansion of work skill sets as goals. > Responsible for timekeeping functions and attendance/ absence reports for the MIS/ DSS staff under my authority or supervision. > Provided regular feedback on level of performance, including counseling, when necessary. Evaluated employees in terms of annual performance review. Counseled employee(s) having personal crises or problems that impacted work performance. > Performed team building and staff development to ensure a high performing, effective project team, and a successful implementation. Directed and provided guidance to employees in communication skills, meeting deadlines, and achieving set objectives; i. e., project initiating, planning, executing and closing. Provided recommendations for staff seeking job promotion or other assignments. > Served as the Procurement and Project Team Lead for two major multi-million dollar IT procurements. Responsible for writing, reviewing and evaluation of various Requests for Proposals (RFP’s), Statements of Work (SOW’s) and contracts or contract amendments. Provided direction and guidance to the Evaluation Team of IT and multi- disciplinary staff to ensure faimess, objectivity, and accuracy in review of multi-million dollar proposals. Contributed and participated in defense of the State position related to an administrative and judicial protest of the contract award. Provided contract and procurement management in accordance with the project plan procedures. > Plarmed, organized and directed the performance of thirty plus (30+) staff in identifying business needs, requirements, confidentiality provisions, assured all State contracting regulations were followed during the procurement process. As part of this process, dealt with many team dynamics and difficult employee situations and the assignment of employees to the proper role or fiinction. > Participated in planning, management and Executive Steering Committee meetings. Presented status reports and provided input and information regarding significant project risks or issues which could affect the MIS/ DSS a valuable Department asset. Contact Person for this Pro'ect: Name: Kim Ortiz, Chief Office of Health Information Nyla J . Christopher, DPMIII —retired Technology (OHIT) Phone 530-740-1263 Phone 9 1 6—5 52-8830
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  16. 16. State of Califomia—Health and Human Services Agency Department of Health Care Services SANDRA SHENRY ARNOLD scnwnrzzanr-zecsa D”°‘1°’ Govemor April 2, 2008 To Whom It May Concern: This letter is to recommend Mary Lou Urquizo as an exemplary employee. I have supervised Mary Lou for over ten years during her assignment as Research Analyst II in the Department of Health Care Services’ Management Information System/ Decision Support System (MIS/ DSS) Project Office. The MIS/ DSS Project Office is responsible for the overall administration, oversight and operation of the Interim MIS/ DSS and the new $80 million contract for the replacement Next Generation MIS/ DSS. The MIS/ DSS is a very large relational database, containing over 3 billion Medi-Cal eligibility, claims, and provider records in a relational database. The MIS/ DSS has been designated by the Department of Finance/ OTROS, as an approved, ongoing lT operation. The MIS/ DSS is used by program staff and managers throughout the Department of Health Care Services (DHCS) and other Health and Human Service Agency Departments i. e. Califomia Department of Public Health (CDPH), Department of Mental Health (DMH), etc. and Control Agencies i. e. Office of the Legislative Analyst (LAO), Federal Centers for Medicare and Medicaid Services (CMS) for both day-to-day monitoring of the $38 Billion Medi-Cal Program, as well as for modeling future strategic initiatives. Mary Lou is a courteous, dependable, and trustworthy professional whose positive character attributes have always been reflected in her work products and in her interactions with others. During her tenure in the MIS/ DSS Project Office, Mary Lou has served as Project Lead, Acting Chief, as well as, an official Out Of Class assignment as Project Office Chief. She is responsible for and is involved in all aspects of project management and design, development and installation (DD&l) of this high visibility, complex lnforrnation Technology project. For a majority of the project implementation period, due to the re—assignment of the MIS/ DSS Project Office Chief, Mary Lou served as Project Lead and Acting Section Chief which, because there werelare no other managers in this Section, included providing direction and guidance to Project Team members throughout the March 2003 through March 2008 project implementation period, and direct supervision of MIS/ DSS Project Office staff during an approved Out of Class appointment as Section Chief. Fiscal Intermediary at Contract Oversight Division/ MIS/ DSS Section MS 4300 Phone: (916) 552-8587 lrnisdss@dhcs. ca. gor. www. DHCS. ca. gov
  17. 17. Mary Lou Urquizo Letter of Recommendation April 2, 2008 Page 2 Additionally, Mary Lou exercised discretion and independent judgment in planning, organizing, directing and managing this critical project. In order to complete this assignment, Mary Lou was required to work cooperatively and collaboratively with both technical and business stakeholders at various levels, internal and extemal to the DHCS. Mary Lou has worked passionately and with dedication to foster the mission and goals of the MIS/ DSS Project. In fact, she has served as the project visionary; conceptualizing new ideas and planning for future undertakings. While she excels in perfonning the required detail level work assigned to her, she maintains and balances her assignments with a strategic, broad-based, long-range view tied to the mission and goals of the effort. Mary Lou is a quick learner, and has demonstrated a thirst for learning and for exploring new solutions. She is creative and takes the initiative to improve the efficiency and effectiveness of the operation and impact on users. The Next Generation MIS/ DSS Project was successfully implemented and received final approval on March 28, 2008. This accomplishment would not have been possible without the tireless dedication and tremendous work done by Mary Lou. Mary Lou Urquizo is a valued employee of the organization, and I recommend her, without reservations, as an exceptional employee. Sincerely, -' Mm_V_ Nyla J. Christopher, Chief Infonnation Systems & Contract Administration Branch
  18. 18. “HC5 , Department of Health Care Services Q A I MEMORANDUM « Date: July 9,2008 To: Jerry Stanger, Chief Fiscal Intermediary and Contracts Oversight Division MS 4700 ‘ ~ 15 1 Capitol Aviue. From: an ra Cornwell, Chief, Classification, Payroll and Benefit Services Section MS 1300 , ‘ 1501 Capitol Avenue, Suite 71.1501 (916) 552—8284 Subject: Request for Out-of-Class Assignment for Marylou Urquizo This is to advise you that your request for out-of-class assignment (OOC) for Marylou Urquizo, Research Analyst II, to perform the duties of a Data Processing Manager Ill (DPM III), in the Management Information Services (MIS) Branch of Fiscal Intermediary and Contracts Oversight Division is approved. ' This out-of—class assignment is effective July 1, 2008, as requested, and will remain in effect until August 29, 2008, unless terminated earlier. This approval is being generated due to your need to have continued supervision over the MIS Branch until its current Unit. Chief, Nettie Johnson retums from temporarily being redirected to assist the Health Care Options (HCO) Branch with the oversight of , the Takeover of the new HCO enrollment broker contract. Since Ms. Urquizo is familiar with the duties and responsibilities associated with this position, the Department will benefit from her knowledge and experience. ' Please keep in mind that in accordance with the Memorandum of Understanding (MOU) for Bargaining Unit 1 employees, an out-of-class assignment is limited to 120 calendar daysain any 12 consecutive calendar months. Therefore, an extension beyond the 120 days is not allowable under any circumstances. Additionally, Ms. ‘Urquizo will be able to use this out-of-class experience in meeting minimum qualifications for future civil service examinations as prescribed in State Personnel Board Rule 212. By copy of the memorandum, I am instructing the Payroll and Benefits Services Unit to prepare the necessary documentation to ensure compensation forthe out-of—class
  19. 19. lI. _ Mr. Jerry Stanger Page 2 _ July 9, 2008 assignment for Ms. Urquizo. Please ensure Ms. Urquizo receives a copy of the DPM Ill duty statement. if you have any questions or require additional information, please contact Natalie Mack of my staff at (916) 552-8295. cc: Myma Sykes, Personnel Supervisor Payroll & Benefits Services Unit P. O. Box 997411 MS 1300 _ Sacramento, CA 95899-7411 Official Personnel File — Marylou Urquizo
  20. 20. ' Department of Health Care Services . V 71. , sag: M E M o R A N D u M g Date: August 22,2008 ' To: Jerry Stanger, Chief Fiscal Intermediary and Contracts Oversight Division MS 4700 15 1 Capitol Avenue From: a nne oen, Chief Human Resources Branch MS 1300 1501 Capitol Avenue, Suite 71.1501 (916) 552-8290 Subject: Request for Out-of-Class Assignment for Marylou Urquizo This is to advise you that your request to extend the out-of-class assignment (OOC) for Marylou Urquizo, Research Analyst II, to perform the duties of a Data Processing Manager Ill (DPM III), in the Management Information Services (MIS) Branch of Fiscal Intermediary and Contracts Oversight Division is approved. This out-of-class assignment is effective August 30, 2008, as requested, and will remain in effect until October 28, 2008, unless terminated earlier. This approval is being generated due to your need to have continued supervision over the MIS Branch until its current Unit Chief, Nettie Johnson, returns from temporarily being redirected to assist the Health Care Options (HCO) Branch with the oversight of the Takeover of the new HCO enrollment broker contract. Since Ms. Urquizo is familiar with the duties and responsibilities associated with this position, the Department will benefit from her knowledge and experience. Please keep in mind that in accordance with the Memorandum of Understanding (MOU) for Bargaining Unit 1 employees, an out-of-class assignment is limited to 120 calendar days in any 12 consecutive calendar months. Therefore, an extension beyond the 120 days is not allowable under any circumstances. Additionally, Ms. Urquizo will be able to use this out-of-class experience in meeting minimum qualifications for future civil service examinations as prescribed in State Personnel Board Rule 212. By copy of the memorandum, I am instructing the Payroll and Benefit Services Unit to prepare the necessary documentation to ensure compensation for the out-of-class assignment for Ms. Urquizo. Please ensure Ms. Urquizo receives a copy of the DPM III ‘I fIflIr'fl1'
  21. 21. ._. l.. l. Illll_Il__. .l _. __. _.l_. _ Mr. Jerry Stanger Page 2 August 22, 2008 duty statement. If you have any questions or require additional information, please contact Bemadette Dulce of my staff at (916) 552-8329. cc: Myrna Sykes, Personnel Supervisor Payroll & Benefit Services Unit Human Resources Branch P. O. Box 997411, MS 1300 Sacramento, CA 95899-7411 Official Personnel File — Marylou Urquizo
  22. 22. 5'3“ 0' Cililomla Department of Health services Memorandum Date: August 22, 2006 To: Ms. Sandy Cornwell, Chief Classification, Payroll and Selection Services Section 1501 Capitol Avenue, MS 1301 From: Jerry D. Stanger, Chief Payment Systems Division 1501 Capitol Ave, MS 4700 319-8010 Subject: Out of Class Assignment for Ms. Mary Lou Urquizo The Payment Systems Division (PSD) requests an Out-of-Class Assignment for Ms. Mary Lou Urquizo, Research Analyst II, in the Management Information System/ Decision Support System (MIS/ DSS) Section for a one hundred twenty~day (120) period is beginning August 21, 2006. This Out-of-Class Assignment may be canceled earlier should the conditions requiring this assignment be terminated. The purpose of this Out-of-Class Assignment is to provide Staff Services Manager II (SSM ll) supervision for the MIS/ DSS Section. Ms. Urquizo began performing the duties of the Staff Services Manager II beginning August 21, 2006, due to the incumbent, Nyla Christopher, being redirected to Acting Chief of the Office of Medi-Cal Payment Systems (OMPS) effective August 15, 2006 This Out-of-Class Assignment assures appropriate supervision of the MIS/ DSS Section and continuance of important projects, including a highly visible MIS/ DSS Interim Operations project which is being closely monitored by the Department of Finance. The MIS/ DSS Section currently administers the $68 million dollar contract to operate and maintain the Decision Support System, and is responsible for the procurement and implementation of the new $80 million dollar Next Generation MIS/ DSS project. Other options were considered prior to requesting this OOC assignment. Because of the volume of workload, a temporary redirection is not possible. Rotation is not possible due to critical need of other Section Chiefs in the Program. The incumbent's assignment as Acting OMPS Chief is necessary to cover the critical OMPS operation during the Chiefs Special Assignment to the Medical Care Services Deputy Director's Office.
  23. 23. Ms. Sandy Cornwell Page 2 August 22 2006 Ms. Urquizo has often filled in as the Acting Section Chief and has demonstrated the leadership qualities needed to supervise the Section activities. Ms. Urquizo has agreed to accept this Out-of-Class Assignment. As such, I am requesting that she be compensated in accordance with the DPA Rule 599.810. If you have any questions, please contact me at the above telephone number. Thank you for your assistance in this matter.
  24. 24. State of California Department of Health Services M e m o r a n d u m Date: September 27, 2006 - To: Jerry D. Stanger, Chief Payment Systems Division 150 apitolAven , MS 4700 andra Comwell, Chief lassification, Payroll and Benefit Services Section 1501 Capitol Avenue, MS 1301 (916) 552-8284 From: Subject: Out-of-Class Assignment foj’_, Mary Lou Urquizo This is to advise you that your request for an out-of-class (OOC) assignment for Mary Lou Urquizo, Research Analyst II, to perfonn the duties of the Staff Services Manager II (SSM ll), Chief of the Management Information Systern/ Decision Support System Section, is approved. Although you requested an effective date of August 21, 2006, the Department has no authority to grant retroactive out-of-class assignments. Additionally, in accordance with established policy, employees should never be allowed to just assume out-of-class duties and supervisors should never assign out-of-class duties without prior written approval from the Classification, Payroll and Benefit Services Section. Therefore, this out- of-class assignment is effective September 20, 2006, the date your request is approved, and will remain in effect until January 17, 2007, unless tenninated earlier. This approval is being granted due to your need to have managerial coverage while the current incumbent serves as Acting Chief of the Office of Medi-Cal Payment Systems. Since Ms. Urquizo is familiar with the duties and responsibilities associated with this position, the Department will benefit from her knowledge and experience. Pursuant to Section 14.2.A. (1), of the Bargaining Unit 1 Contract, “An employee is working "out of class" when he/ she spends a majority (i. e., more than 50 percent [50%]) of hislher time over the course of at least two (2) consecutive work weeks performing duties and responsibilities associated with a higher level existing classification that do not overlap with the classification in which said employee holds an appointment. ‘ Section 14.2 B states, “An employee may be temporanly required to perform out of class work by hislher department for up to 120 calendar days in any twelve (12) consecutive calendar months. " By copy of the memorandum, I-am instructing the Payroll and Benefits Services Unit to prepare the necessary documentation to ensure compensation for the out-of-class assignment for Ms. Urquizo. Please ensure Ms. Urquizo is provided with a copy of the SSM ll duty statement.
  25. 25. Jerry D. Stanger Page 2 September 27, 2006 if you have any questions or require additional infonnation, please contact Sandy Gonzalez of my staff at (916) 552-8286. cc: Jeremy Muse Personnel Specialist Personnel Management Branch P.0. Box 997411. MS 1300-1302 4 ' Official Personnel'File— Mary Lou Urquizo’ ' “ "

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