Procedures for Determining the Classification of EPA Positions
REG 05.15.1
Authority: Board of Trustees
History:
First Issued: April 22, 1997. Last Revised: May 25, 1998.
Related Policies:
NCSU POL05.15.1 - Employees Exempt From the State Personnel Act (EPA) Policy
UNC & OSP Guidelines for Interpreting General Statute 126-5(c1)(8).
Additional References: NC State University " Hiring Procedures Manual for Academic Personnel "; " Office of State Personnel and the UNC-Office of the President Agreement "
Contact Info: Position Management Department, Human Resources; Office for Equal Opportunity.
1. Purpose:
To establish the procedures for determining the appropriate classification
of EPA positions at the University. The procedures outline NC State University's
compliance with the guidelines provided by the University of North Carolina
and the Office of State Personnel in determining if a position should be classified
as exempt from the personnel act (EPA).
2. Covered Positions
All EPA positions at NC State University are subject to the procedures outlined
in this regulation.
3. Procedures:
3.1. Requests to Classify a New EPA position
Departments or units desiring to create a new EPA position must complete
Form EPA- 006.
3.1.1. Definition. A position is "new" if it is not produced by the departure
of a person who previously held the job. A newly created position must fill
a bona fide need within the department.
3.1.2. Requests to classify EPA faculty positions
3.1.2a. Requests to classify tenured/ tenure track faculty (assistant, associate
and full professors) and non-tenure track faculty (lecturers and visiting
faculty) must be reviewed by the Vice Provost for Equal Opportunity. This
review is to ensure that the request meets the requirements of being classified
as "Exempt from the State Personnel Act (EPA)". The Provost
approves the request to create new faculty positions.
3.1.2b. Academic departments wishing to create new faculty positions must submit
the EPA-006 form to the Office for Equal Opportunity along with a memorandum
of justification for the proposed position. The memorandum should explain
the need of the department or unit for the new position and how this position
will fill those needs.
3.1.2c. Faculty positions at NC State University require appropriate Master's, doctoral
or terminal degrees.
3.1.3. Requests to classify non-faculty EPA positions
3.1.3a. A request to create a new EPA non-faculty position must be submitted
to Human Resources for approval and to ensure that the request meets the requirements
of being classified as "Exempt from the State Personnel Act (EPA)".
3.1.3b. Departments or units requesting to create and classify new EPA non-faculty
positions should submit the EPA-006 form to the Position Management Department
in Human Resources.
3.1.3c. All EPA non-faculty positions require at least a Bachelor of Arts or
Bachelor of Science degree.
3.1.4. Requests to create new SAAO positions
3.1.4a. A request to create a new Senior Academic and Administrative Officer
(SAAO) position must be submitted to Human Resources for review to ensure
that the request meets the requirements of being classified as "Senior
Academic and Administrative Officer" (SAAO).
3.1.4b. Departments or units requesting to create and classify new SAAO positions
should submit the EPA-006 form to the Position Management Department in Human
Resources.
3.1.4c. Persons nominated to fill SAAO positions normally must have an advanced
educational degree and extensive relevant experience and be recruited in a
national search process.
3.1.4d. A memorandum of justification must accompany the EPA-006 Form. The memorandum
should explain the reason for the request to establish the position with SAAO
designation.
3.1.4e. SAAO positions require the review of the Chancellor before being submitted
to the UNC Board of Governors for review and approval.
3.2. Requests to change the title and/or duties of an existing EPA position
3.2.1. Definitions--A change of title reflects a change in duties and/or responsibilities.
A change in title and duties is requested when additional duties have been
added to an employee's current job or vacant position. A change in title
is also requested when the duties of a vacant position will change for the
next incumbent who will occupy the position.
3.2.2. Departments or units desiring to change the title and/or duties of an EPA
faculty position must complete Form EPA-008C and submit it to OEO.
3.2.2a. A memorandum of justification must accompany the EPA-008C form. The memorandum
should explain the reason for the proposed change in title and/or duties.
3.2.3. Departments or units desiring to change the title and/or duties of an EPA
non-faculty position must complete Form EPA-008C and submit it to the Position
Management Department in Human Resources for approval.
3.2.3a. A memorandum of justification must accompany the EPA-008C form. The memorandum
should explain the reason for the proposed change in titles and/or duties.
