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2014 California Rules of Court

Rule 10.491. Minimum education requirements for Administrative Office of the Courts executives, managers, supervisors, and other employees

(a) Applicability

All Administrative Office of the Courts (AOC) executives, managers, supervisors, and other employees must complete these minimum education requirements.

(b) Content-based requirements

(1)Each new manager or supervisor must complete the AOC's New Manager/Supervisor Orientation within six months of being hired or assigned as a manager or supervisor.

(2)Each new employee, including each new manager or supervisor, must complete the AOC's New Employee Orientation within six months of being hired and should complete it as soon as possible after being hired.

(3)The Administrative Director of the Courts may require new managers, supervisors, and other employees to complete specific AOC compliance courses in addition to the required orientation courses.

(c) Hours-based requirements

(1)Each executive must complete 30 hours of continuing education every two years.

(2)Each manager or supervisor must complete 18 hours of continuing education every two years.

(3)Each employee who is not an executive, manager, or supervisor must complete 12 hours of continuing education every two years.

(4)The orientation courses and the compliance courses required for new managers, supervisors, and other employees under (b) do not apply toward the required hours of continuing education. Each new executive enters the two-year continuing education period on the first day of the quarter following his or her appointment, and each new manager, supervisor, and employee enters the two-year continuing education period on the first day of the quarter following the six-month period provided for his or her completion of the orientation courses and the compliance courses required under (b); the quarters begin on January 1, April 1, July 1, and October 1. Each executive, manager, supervisor, or employee who enters the two-year continuing education period after it has begun must complete a prorated number of continuing education hours for that two-year period, based on the number of quarters remaining in it.

(5)Any education offered by an approved provider (see rule 10.481(a)) and any other education, including education taken to satisfy a statutory, rules-based, or other education requirement, that is approved by the employee's supervisor as meeting the criteria listed in rule 10.481(b) applies toward the continuing education required under (c)(1)-(3).

(6)Each hour of participation in traditional (live, face-to-face) education; distance education such as broadcasts, videoconference courses, and online coursework; and faculty service counts toward the requirement on an hour-for-hour basis. The Administrative Director of the Courts or an executive, manager, or supervisor, if delegated by the Administrative Director, has discretion to determine the number of hours, if any, of traditional (live, face-to-face) education required to meet the continuing education requirement.

(7)An executive, manager, supervisor, or employee who serves as faculty by teaching legal or judicial education to a legal or judicial audience may apply education hours as faculty service. Credit for faculty service counts toward the continuing education requirement in the same manner as all other types of education-on an hour-for-hour basis.

(8)The Administrative Director of the Courts may require executives, managers, supervisors, and other employees to complete specific AOC compliance courses as part of the continuing education requirements.

(Subd (c) amended effective July 1, 2013; previously amended effective January 1, 2012.)

(d) Extension of time

(1)For good cause, the Administrative Director of the Courts or an executive, manager, or supervisor, if delegated by the Administrative Director, may grant a one-year extension of time to complete the education requirements in this rule. If an extension is granted, the subsequent two-year compliance period begins immediately after the extended compliance period ends, unless otherwise determined by the Administrative Director.

(2)If the Administrative Director, or an executive, manager, or supervisor, grants a request for an extension of time, the individual who made the request, in consultation with the Administrative Director or the individual's supervisor, must also pursue interim means of obtaining relevant educational content.

(Subd (d) amended effective July 1, 2013.)

(e) Records of participation

(1)An employee's completion of any course listed in the learning management system is automatically tracked.

(2)An employee's completion of specified online training is automatically tracked as well.

(3)Each employee is responsible for tracking completion of any training that is not automatically tracked in the learning management system. After completion of the training, the employee must enter it in the employee's individual record in the learning management system.

(Subd (e) amended effective January 1, 2012.)

(f) Responsibilities of Administrative Director of the Courts and of AOC executives, managers, and supervisors

The Administrative Director of the Courts and each AOC executive, manager, and supervisor:

(1)Must grant sufficient time to all employees to enable them to complete the minimum education requirements stated in (b)-(c);

(2)Should allow and encourage employees, in addition to participating as students in education activities, to serve on employee education committees and as faculty at judicial branch education programs when an employee's services have been requested for these purposes;

(3)Should establish an education plan for their employees to facilitate their involvement as both participants and faculty in educational activities, and should consult with each employee regarding his or her education needs and requirements and professional development; and

(4)Must ensure that executives, managers, supervisors, and other employees are reimbursed by the AOC in accordance with the travel policies issued by the Administrative Office of the Courts for travel expenses incurred in attending in-state education programs as a participant in order to complete the minimum education requirements in (b)-(c). Provisions for these expenses must be part of the AOC's budget. The Administrative Director of the Courts may approve reimbursement of travel expenses incurred by executives, managers, supervisors, and other employees in attending out-of-state education programs as participants.

(Subd (f) amended effective July 1, 2008.)

Rule 10.491 amended effective July 1, 2013; adopted effective January 1, 2008; previously amended effective July 1, 2008, and January 1, 2012.

Advisory Committee Comment

The time frame for completion of compliance courses based on statutory or regulatory mandates is unaffected by the one-year extension in (d)(1).

The time frame for completion of compliance courses based on statutory or regulatory mandates is unaffected by the one-year extension in (d)(1).

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