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Physical Requirements of Position Occupational Title Form (CalPERS-0700) (PDF) CalPERS Forms-2026
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Definition and Meaning of the Physical Requirements of Position Occupational Title Form (CalPERS-0700)
The Physical Requirements of Position Occupational Title Form (CalPERS-0700) serves as a critical document from the California Public Employees’ Retirement System, typically known as CalPERS. This form is designed to outline the specific physical duties and requirements associated with a member's job position. It provides a comprehensive overview of the usual responsibilities and any physical tasks that an employee in the role must be capable of performing. It is often utilized in circumstances where there is a need to document job-related physical demands or when accommodations are necessary for an employee’s role.
Steps to Complete the Physical Requirements of Position Occupational Title Form (CalPERS-0700)
Gather Required Information: Before beginning, collect all necessary details about the position, including job title, description, and specifics of the physical requirements involved.
Complete Employer Section: The employer must fill out the sections detailing the job's physical requirements. This includes outlining various physical activities like lifting, standing, or sitting, and their frequency.
Employee Input: The employee is required to provide input regarding their understanding and ability to meet these physical requirements. Their acknowledgment is also recorded as part of the form.
Reasonable Accommodations: If applicable, employers should document any reasonable accommodations necessary for the employee to fulfill their role effectively.
Signatures: Both the employer and the employee must sign the form, confirming that all information provided is accurate and agreed upon.
Key Elements of the Physical Requirements of Position Occupational Title Form (CalPERS-0700)
- Job Title and Description: Essential details about the employee's position, which sets the context for evaluating physical demands.
- Physical Activities and Frequency: A detailed record of physical tasks such as lifting weights, standing, walking, or other exertions, categorized by their occurrence (frequent, occasional, as needed).
- Reasonable Accommodations: Options available to support employees in fulfilling their job roles if standard physical requirements are challenging to meet.
Who Typically Uses the Physical Requirements Form
The form is used predominantly by employers within the California Public Employees' Retirement System to document the physical requirements of various occupational titles. This may include public sector jobs ranging from administrative roles to physically demanding positions in maintenance or emergency services. Additionally, the form is utilized by employees who must confirm their capability to meet these job requirements or flag potential areas where accommodations might be needed.
Legal Context and Compliance
Using the CalPERS-0700 form helps ensure compliance with labor laws, such as the Americans with Disabilities Act (ADA), which mandates reasonable accommodations for employees with disabilities. The form acts as a documented agreement between employer and employee, clarifying the physical demands of a position and recording whether accommodations are necessary. This provides a legal framework protecting both parties by ensuring that all roles and requirements are clear and mutually agreed upon.
How to Obtain the Physical Requirements of Position Occupational Title Form (CalPERS-0700)
- Access through CalPERS: Employers typically have access to this form through CalPERS. It can often be downloaded from the CalPERS website or requested directly if hard copies are necessary.
- Distribution to Employees: Once obtained, employers should distribute the form to employees whose roles require documented physical requirements.
- Filing and Record-Keeping: Maintain completed forms in a secure but accessible location for compliance, review, and future reference.
Important Terms Related to the Form
- Occupational Title: The specific job title associated with the employee within the CalPERS system.
- Reasonable Accommodations: Adjustments in the work environment or duties that enable an employee to perform essential job functions.
- Physical Requirements: The specific physical activities required to perform a job, which may include lifting, standing, or operating machinery.
Practical Examples of Using the Form
- Hiring New Staff: A public agency recruits for a maintenance role requiring physical exertion. The form clarifies the physical expectation from day one.
- Workplace Injury: An employee recovering from injury may use the form to determine if reasonable accommodations are necessary for their return to work.
- Job Role Reevaluation: Changes in job descriptions or work environments can necessitate a reevaluation of physical requirements, documented on the form.
State-Specific Rules for California
Given CalPERS is specific to California, this form is crafted with California labor laws and regulations in mind. Employers in the state must adhere to these guidelines when utilizing the form, ensuring that all aspects of employment—including physical requirements—are compliant with state statutes and employee rights.
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Who qualifies for CalPERS retirement?
Service Retirement This is a normal retirement. You must be age 50, or if first hired after January 1, 2013, age 52 with five years of service credit. There are some exceptions to the five-year requirement.
What are the requirements for CalPERS retirement?
Employees can retire as early as age 50 with five years of CalPERS pensionable service credit unless all service was earned on or after January 1, 2013, then employees must be at least age 52 to retire. There are some exceptions to the 5-year requirement.
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Related links
The Health Program Guide describes CalPERS Basic health plan eligibility, enrollment, and choices. It provides an overview of CalPERS health plan types andRead more
This form must be completed by your employer based on the usual job duties of your position. Both you and your employer must sign this form.Read more