Section 1. Position Management and Classification Policy and Operational Guidance

6.511.1 Position Management and Classification Policy and Operational Guidance

Manual Transmittal

Purpose

(1) This transmits the revised IRM 6.511.1, Position Management and Classification Policy and Operational Guidance.

(2) IRM 6.511.1 provides Servicewide policy and guidance on the position management and classification (PM/C) program.

(3) This IRM must be read and interpreted according to pertinent law, government-wide regulations, Treasury Human Capital Directives and issuances, Comptroller General Decisions, and the Office of Personnel Management (OPM) Guidance, as relevant.

(4) For employees in the bargaining unit (BU), appropriate negotiated agreement provisions relating to subjects contained herein should also be reviewed.

Material Changes

(1) IRM 6.511.1, Editorial revisions were made throughout this IRM, including modifications for clarity and removal of standard operating procedures.

(2) IRM 6.511.1, Program Scope and Objectives added per mandatory requirement by the Office of Servicewide Policy, Directives and Electronic Research (SPDER).

(3) IRM 6.511.1.2, Policy Provisions and Applicability merged and updated to more accurately describe statutory and regulatory provisions.

(4) IRM 6.511.1.4, Program Responsibility updated to clarify roles and responsibilities of PM/C, executives, managers, supervisors, and employees.

(5) IRM 6.511.1.6.4.1, Organizational Changes updated to add six (6) month requirement between changes to allow for change management tolerance and time to analyze implemented changes.

(6) IRM 6.511.1.6.4.2, Controlling Positions updated to add requirements to reduce misuse of generic position descriptions (PDs) and prevent unnecessary grade creep.

(7) IRM 6.511.1.6.4.4, Organization of Duties and Responsibilities into Positions and Organizational Entities updated to prevent excessive management layering.

(8) IRM 6.511.1.6.4.5, Assignment of Higher-Graded Work updated to reduce/prevent claims of higher graded duties, misuse of PDs and coordination with PM/C on PD modifications.

(9) IRM 6.511.1.6.4.9, Establishment of Full Assistant/Deputy Positions updated to require coordination with PM/C office to establish such positions to prevent misuse.

(10) IRM 6.511.1.6.4.11, Impact of the Person on the Job (Incumbent-Only Position) updated to remove reference to Embedded HR Office as this is not a requirement.

(11) IRM 6.511.1.7.3, Delegation of Authority updated to add new delegation order.

(12) IRM 6.511.1.7.4, General Principles updated to reiterate responsibility of management to assign work commensurate with appropriate grade levels.

(13) IRM 6.511.1.8.1, Role of the Human Resources Staffs in Organizational Change Initiatives updated to define PM/C role in organization change initiatives.

(14) IRM 6.511.1.8.3, Workload Studies updated to include requirement when requesting grade level increases to full working levels (FWL) of positions.

(15) IRM 6.511.1.8.3.1, Workload Studies (Operational Guidance) removed as this describes standard operating procedures.

(16) IRM 6.511.1.8.4, Span of Control (SOC) renamed and updated IRS SOC targets and requirement that first level groups will not be established or maintained with less than 5 subordinates.

(17) IRM 6.511.1.8.4.2, SOC (Operational Guidance) Exhibit added to identify Campus, Non-Campus, and Headquarter organizations.

(18) IRM 6.511.1.8.5, PDs updated to add requirement of PD reviews at least every five (5) years and removed PD Digest link.

(19) IRM 6.511.1.8.5.1, Responsibilities for the Preparation and Classification of PDs updated requirement for business units to coordinate with PM/C the use of PDs not classified for their organization and identify PM/Cs responsibility for determining all data elements associated with the position.

(20) IRM 6.511.1.8.5.1.1, Preparation and Classification of PDs (Operational Guidance) was removed as this describes standard operating procedures.

(21) IRM 6.511.1.8.5.2, Evaluation Statements updated to remove standard operating procedures and describes purpose of evaluation statement.

(22) IRM 6.511.1.8.5.2.1, Evaluation Statements (Operational Guidance) was removed as this describes standard operating procedures.

(23) IRM 6.511.1.8.6, Desk Audits updated to describe purpose of a desk audit.

(24) IRM 6.511.1.8.6.1, Desk Audits (Operational Guidance) updated to further define desk audit process.

(25) IRM 6.511.1.8.7, Position Review Program (PRP) updated to add the various reviews used to meet PRP requirements.

(26) IRM 6.511.1.8.7.1, Position Review Program (Operational Guidance) was removed as this describes standard operating procedures.

(27) IRM 6.511.1.8.8, Draft and New Position Classification Standards updated to eliminate operational guidance.

(28) IRM 6.511.8.8.1, Draft and New Position Classification Standards (Operating Guidance) was removed as this describes standard operating procedures.

(29) IRM 6.511.1.8.9, Position Classification Appeals updated to clarify OPM rendered decisions are binding on the agency and the Associate Director, PM/C adjudicates all IRS appeals.

(30) IRM 6.511.1.8.9.1, Classification Appeals (Operational Guidance) updated to include filing requirements.

(31) IRM 6.511.1.8.11, Upgrade of Positions updated to add accretion of higher-graded duties criteria.

(32) IRM 6.511.1.8.12, Accretion of Higher-Graded Duties updated to include requirements to pursue higher-graded duties claims.

(33) IRM 6.511.1.8.12.1, Accretion of Higher-Graded Duties (Operational Guidance) was removed as this describes standard operating procedures.

(34) IRM 6.511.1.8.13, Designation and Use of Management Official and Confidential Positions updated to discontinue previous practice of 12 month reviews as no longer applicable.

(35) IRM 6.511.1.8.13.1, Designation and Use of Management Official and Confidential Positions (Operational Guidance) was removed as this describes standard operating procedures.

(36) IRM 6.511.1.8.14, Developmental or Trainee Lead and Management Positions updated to eliminate possibility of supervisory career ladders.

(37) IRM 6.511.1.8.15, Career Ladder for Above FWL Positions updated to eliminate use of career ladder positions for above FWL positions.

(38) IRM 6.511.1.8.17, Unclassified Duties updated to include reference to applicable IRM.

(39) IRM 6.511.1.8.18, Position Management and Classification Web Sites updated web links and eliminated redundant or non-functioning web links.

(40) Exhibit 6.511.1-1, Servicewide SOC Organizational Definitions was added and includes updated SOC targets and organization definitions.

(41) Exhibit 6.511.1-2, 6.511.1-3, and 6.511.1-4 removed.

Effect on Other Documents

This IRM supersedes IRM 6.511.1 issued March 29, 2010.

Audience

All business units and functions

Effective Date

Kevin Q. McIver
IRS Human Capital Officer