M/C DESIGNATIONS 
The following information may help to clarify the meaning of the 
criteria for managerial or confidential designation as outlined in the Taylor 
required to carry out personnel policies, do not meet this criterion. 
Law:
# Formulating policy means having a direct and powerful influence at the 
highest level in determining the objectives of government or the agency 
and the means of achieving those objectives. Incumbents must participate 
regularly in the essential decision processes that result in policy proposals, 
selecting among options, and the decision to implement such policies. It 
does not extend to determining methods of operation that are merely of a 
technical nature. 
# Participation in collective negotiations requires direct involvement in or 
being a part of the preparation for negotiations, including the formulation 
of positions or proposals so as to be part of the decision making process. 
# A major role in the administration of agreements means the 
responsibility to interpret the agreement both within and outside the 
grievance process, and includes only those whose authority in labor 
relations goes beyond traditional supervisory concerns. Supervisors who 
take part in first step grievance decisions do not meet this criterion if the 
decisions conform to policy or interpretations made at a higher level. 
# A major role in personnel administration requires the exercise of 
independent judgment and cannot be clerical or routine in nature. 
Incumbents who, due solely to their supervisory responsibilities, are 
# Confidential designations may apply only to those working in a 
confidential capacity to managerial individuals in the personnel or labor 
relations areas described above and not to those who formulate policy. 
Such individuals must have regular access and exposure to information 
related to personnel matters and contract negotiations and administration. 
PERB decision 32 PERB 3001 is instructive. 
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