Office of Access and Inclusion

Annual Salary Range for Program Manager I: $120,729 - $160,952

Annual Salary Range for Program Director I: $156,242 - $208,323

FLSA Exempt / Non-Union Represented

This position allows for up to four days of remote work per week.

About the Office

The Office of Access & Inclusion brings together grantmaking of the Legal Services Trust Fund, policymaking of the Center on Access to Justice, and the State Bar’s diversity work. The Office seeks a Principal Program Analyst or a Program Manager I to manage the grantmaking and Interest on Lawyers’ Trust Fund Accounts (IOLTA) programs of the Office of Access & Inclusion (OAI). The IOLTA program ensures that eligible IOLTA-banking institutions comply with program requirements and the revenue generated from the interest on these IOLTA accounts is collected and distributed as legal aid grants. Approximately $150 million is distributed annually in IOLTA and other legal aid grants to nonprofits providing free civil legal services in California.

About the Job

The Office of Access & Inclusion is seeking a Program Director I or a Program Manager I who will be responsible for managing the distribution of over $190 million annually in legal funding to over 110 legal aid nonprofit organizations. The incumbent will be tasked with developing and overseeing all policy and operational decisions related to the administration of over eight distinct grant programs, including $120 million worth of homelessness prevention grants as well as IOLTA, Equal Access Funds, consumer debt legal assistance, foreclosure prevention, partnership, and CARE court grants.

Additional responsibilities include:

Designing and implementing new grant programs
Oversee the IOLTA compliance team, ensuring that banks are remitting at the appropriate interest rates and evaluating whether current rules and policies meet the current needs of the State Bar and the Legal Services Trust Fund Commission.
Establishing benchmarks and office goals related to grants administration, including streamlining processes and enhancing monitoring of grantees.
Engaging in legislative advocacy to increase funding for legal aid, including determining priorities and strategies as well as drafting budget proposals.
Represent the State Bar with a variety of high-profile stakeholders, including interfacing with representatives from other state agencies and legislative staff.
This position will oversee approximately 20 staff, including at least four direct reports.

About this Recruitment

The Office of Access and Inclusion, is seeking to fill one position at either Program Manager I or Program Director I level. After completion of the selection process, an offer will be extended to the selected candidate at the level that is commensurate with the candidate’s experience.

Definition for the Program Manager I

Under administrative direction, the Program Manager is responsible for the design, organization, administration, supervision, evaluation, marketing, and/or fiscal management of an operational program or function. A Program Manager performs work of significant responsibility, complexity, and oversight. This includes responsibility for the strategic development and administration of policies, procedures, budgets, and plans, as well as, managing the day-to-day operations of the assigned functional areas.

Definition for the Program Director I

The Program Director (I, II, and III) is a member of the State Bar’s Executive Management Team and creates the mission and long-term vision of an assigned department, or broad-based, program consistent with the policy parameters established by the Board of Trustees and defined in the Business & Professions Code. Incumbents make policy decisions of critical impact affecting the State Bar of California and assume ultimate responsibility for all programs and activities of the assigned department. The Program Director is responsible for overseeing, planning, organizing and directing the administration of State Bar programs based on effective responsiveness to the public and/or other client needs; oversees the development of strategic plans and interim goals; establishes policies and determines priorities; adjusts plans to respond to emerging and/or urgent issues; directs the allocation of resources to achieve timely outcomes and measurable goals within budget guidelines; serves as the appointing authority; and performs related duties as required.

Distinguishing Characteristics for the Program Manager I

While specific duties of individual positions vary, there are common factors of supervision; responsibility for preparation, analysis, and control of the program’s budget and expenditures; and liaison activities with other units in coordinating business and service functions. The determination of the specific classification level is based upon the relative size, complexity, and visibility of the program involved as well as the scope of supervisory responsibility and level of technical expertise and qualifications necessary to manage the program.

This class level has the responsibility for managing day-to-day operations of a smaller sized program function that provides support to a larger program or executive and does not typically require a Juris Doctorate and/or specialized qualifications to appropriately perform the essential duties. Incumbents report to a Program Director.

Distinguishing Characteristics of the Program Director I

Levels in the Program Director classes are generally based on, but are not limited to, the department's organizational complexity and size, nature and number of functions and programs, and classification level or types of positions managed. Consideration may also be given to any legally mandated minimum qualifications for a specific position.

Classification levels: Program Director I: This class level has the responsibility for the direction of a small-sized program function which provides support to a larger program or executive (Director, Programs III or above) Program activities are typically carried out by administrative or clerical support staff (guide: Executive, Professional Competence, and Client Security Fund).

Examples Of Essential Duties of the Program Manager I

Duties may include, but are not limited to the following:

Plans, implements, directs, and evaluates all components of a division or operation within the organization.
Establishes and executes operational policies, procedures, strategic goals, and plans, and/or standards pertinent to initiatives that fall under the scope of the assigned program.
Trains, supervises, and evaluates the performance of assigned staff, including prioritizing, delegating, and reviewing work assignments, monitoring performance, and providing coaching for performance improvement and development; takes disciplinary action, up to and including termination, to address performance deficiencies.
Prepares and disseminates information to the public and staff regarding the assigned operational program, including information pertaining to initiatives and events and targeted community outreach; disseminates information via social media campaigns, and manages website content for the State Bar.
Develops and administers program and/or operating budgets, including establishing and maintaining expenditure controls, analyzing, and evaluating budget proposals and expenditures, and ensuring that expenditures and operations remain within established budget limitations and comply with organization and contract requirements; may manage program finances to ensure effective revenue collection.
Designs and administers comprehensive mechanisms to monitor and evaluate programs, data, and measure performance to ensure organizational resources are wisely invested; may develop, validate, and administer various psychometric testing programs which are reliable, defensible, and highly predictive.
Ensures that program decisions are made in accordance with statutory, case law and/or other applicable rules, policies, and procedures.
Conducts extensive studies related to budgets, administrative analysis, financial projections, staffing, operations, systems analysis and/or general administrative matters and prepares recommendations using qualitative and quantitative data.
Develops and maintains strong collaborative relationships with staff, governing boards, elected officials, community representatives and all other stakeholders to ensure open communication, the sharing of information, and implementation of program specific changes and improvements.
Plans, organizes, oversees, manages, and evaluates projects and cases related to the assigned program.
Performs compliance monitoring, including the oversight of audits and implementation of corrective action necessary to meet all requirements for government and regulatory bodies who oversee functions pertaining to the assigned program.
Prepares reports, correspondence, and other information pertinent to the assigned program; may report and provide public presentations to a governing body, give presentations to the public and/or large audiences, or serve as official spokesperson to the media.
Reviews, edits, and approves (in conjunction with the Office of General Counsel) certain custom and template contracts and prepares purchase requisitions; administers contracts for goods and/or services and may negotiate contract costs as well as terms and conditions with multiple vendors to maximize value and minimize cost of services to the State Bar.
May prepare and manage the process of preparing agenda items for governing body meetings; may make presentations and defend recommendations.
May provide direct legal advice to the State Bar on professional standards and other program related issues.
May participate as member, chairperson and/or assist committees and task forces as assigned and represent the division/unit throughout the State Bar.
May perform a number of other similar or related duties which may not be specifically included within this position description, but which are consistent with the general level of the job and the responsibilities described.

Examples of Essential Duties of the Program Director I

Duties may include, but are not limited to the following:

Serves as a member of the Executive Management Team and establishes and maintains effective working 2 relationships with colleagues within the State Bar and professional relationships with external constituencies of the State Bar.
Directs the development and timely implementation of departmental goals, policies, and strategic plans; manages the allocation of resources and service levels to meet client needs.
Directs program administration in accordance with applicable rules, policies, regulation, laws, procedures, and other authorities.
Determines and prioritizes, staff assignments, service levels and administrative systems required to accomplish a department's mission in an effective and efficient manner.
Acts as the appointing authority for staff positions and trains and evaluates in accordance with procedures, and requirements pertaining to their positions.
Oversees the development and implementation of operational policies, procedures, strategic plans, systems and related initiatives consistent with the established mission and operational standards of the State Bar.
Oversees and initiates as appropriate, inter-office projects, programs and activities.
Provides policy guidance and staff assistance to the Board of Trustees and its Discipline System Oversight Committee.
Provides timely responses to inquiries from the public, Board Members, the Judiciary, the Legislature, the Governor’s Office, and other constituencies in coordination with the Executive Director/CEO.
Oversees the preparation and administration of the budget and oversees the management of the resources and program personnel within institutional parameters and consistent with Business and Professions Code Section 6079.1(d), subject to the general oversight of the DCEO.

Employment Standards of the Program Manager I

Knowledge of:

Legal and technical expertise pertinent to the assigned program area.
Principles and techniques of public relations.
Principles of effective project management.
Methods and techniques of conflict resolution and negotiation.
Principles and practices of budget preparation and administration.
Methods and techniques of research, analysis, and data-driven decision making.
Principles and practices of program development, administration, and evaluation.
Federal, state, and local, laws, rules, regulations, policies, processes, and trends pertinent to the assigned program area.
Principles and practices of management and supervision, including planning, organizing, assigning, and reviewing work, performance appraisal and discipline, and employee selection and development.
Modern office procedures, methods, and equipment, including various software programs such as database, spreadsheet, word processing, project management software, and other computer applications and hardware pertaining to the assigned program area.
Working knowledge of the State Bar Offices and their functions and a general knowledge of other agencies and their interface with the State Bar.

Ability to:

Receive and relay detailed information through verbal and written communication.
Communicate clearly and effectively in person, by telephone, by computer and in writing.
Speak publicly to large groups of people.
Perform under stress and adopt effective courses of action.
Effectively interact with others.
Effectively address conflict.
Manage multiple, simultaneous assignments, to independently plan and prioritize day to day work, and to meet deadlines.
Lead others to accomplish program and project implementation.
Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts, and others.
Exercise sound judgment and decision making.
Make recommendations on complicated and difficult program matters and present them effectively to governing authorities.
Interpret and analyze complex written documents.
Effectively present and speak publicly to large groups of people.
Act with integrity in all related State Bar business.
Quickly adapt to changing environments and critical needs, and adopt and effectively implement courses of action.

Employment Standards of the Program Director I

Knowledge of:

Federal, state, and local rules and regulations pertaining to activities and programs of a specific department.
Advanced principles of administration in a government, legal, judicial or related environment.
Advance survey techniques and statistical methods.
Advanced principles of strategic planning, operations, policy development and implementation. Advanced principles of office management, budgeting, administration and supervision.
Advanced principles of problem identification, analysis and resolution.
Principles of computerized data and word processing systems including Internet and website usage.
Principles of centralized information and data-based record keeping systems.
Advanced principles of effective writing and verbal presentation including public speaking.
Advanced principles of media communication.
Advanced principles of public relations/customer service.
Advanced principles of board and committee administration.
Advanced principles of organizational behavior and conflict resolution.
Advanced principles of public policy research and analysis.
Advanced principles of effective institutional communication in dealing with diverse constituencies.
Advanced principles of effective personnel management in a union environment.
Advanced principles of the administration of justice in California.
Principles of the legislative process and government relations.
Functional expertise associated with a department's mission.

Ability to:

Provide leadership direction and develop staff and programs to meet evolving strategic initiatives. Communicate clearly, effectively and professionally in person, by telephone, by computer and in writing.
Maintain appropriate confidentiality in program administration and interactions with contractors, consultants, experts and others.
Exercise sound judgment and decision making.
Make recommendations on complicated and difficult program matters and present them effectively to governing authorities.
Interpret and analyze complex written documents.
Effectively present and speak publicly to large groups of people.
Act with integrity in all related State Bar business.
Quickly adapt to changing environments and critical needs to and adopt and effectively implement courses of action.
Effectively interact with others in an interactive office.
Effectively address conflict.

Minimum Qualifications of the Program Manager I:

Education:

Bachelor’s degree in a field that develops skills related to essential duties, or equivalent academic achievement.

Experience:

Minimum five (5) years of experience at and/or above the journey-level that included responsibility for such professional-level activities such as budgeting, administrative analysis, program development, marketing, evaluation, human resources management, and/or work contributing to the development of operational procedures or plans.
Minimum three (3) years’ management/supervisory experience administering personnel and budget requirements.
Master’s degree in a relevant field may substitute for up to two (2) years of experience.

Applicants who meet the Minimum Qualifications will be required to successfully complete the State Bar’s selection process for this classification.

License, Certificate, Registration Requirements:

Juris Doctorate and/or special qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions.

Minimum Qualifications of the Program Director I:

Education:

Bachelor’s degree in a field that develops skills related to essential duties, or equivalent academic achievement.

Experience:

Minimum eight (8) years’ progressively responsible experience in related program administration.
Minimum four (4) years’ senior management/supervisory experience in administering personnel and budget requirements.
Master’s degree is preferred and may substitute for up to two years of experience.

Applicants meet who the Minimum Qualifications will be required to successfully complete the State Bar’s selection process for this classification.

License, Certificate, Registration Requirements:

Juris Doctorate and/or special Qualifications including specialized knowledge, abilities, education, experience, or license may be established for individual positions.

We are a diverse, equitable, and inclusive workplace where all of our employees and prospective employees experience fairness, dignity, and respect.

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