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HomeMy WebLinkAboutCity Council - 2014-91 RESOLUTION NO. 2.014-91 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF HUNTINGTON BEACH' AMENDING THE CITY'S CLASSIFICATION PLAN BY AMENDING THE TITLE'OF' REAL PROPERTY AGENT TO REAL ESTATE AND PROJECT MANAGER; DEPUTY CITY TREASURER(MEO) TO FINANCE MANAGER-TREASURY; DEPUTY CITY TREASURER(MEO) TO FINANCE MANAGER-FISCAL SERVICES; ACCOUNTING MANAGER TO FINANCE MANAGER-ACCOUNTING; AND BUDGET MANAGER TO FINANCE MANAGER-BUDGET WHEREAS, the City Council of Huntington Beach wishes to amend the City's Classification Plan; and The provisions of Personnel Rule 12-4 have been complied with, in that the changes to the City Classification Plan were considered by the Personnel Commission during a public hearing held on October 15, 2014. The Commission voted to recommend to the City Council that the City's Classification Plan be amended to change the title of REAL PROPERTY AGENT TO REAL ESTATE AND PROJECT MANAGER; DEPUTY CITY TREASURER (MEO) to FINANCE MANAGER- TREASURY; DEPUTY CITY TREASURER(MEO) to FINANCE MANAGER-FISCAL SERVICES; ACCOUNTING MANAGER to FINANCE MANAGER-ACCOUNTING; BUDGET MANAGER to FINANCE MANAGER-BUDGET and ALIGN COMPENSATION IN COMPLIANCE WITH PERSONNEL RULE 12-1. NOW, THEREFORE, the City Council of the City of Huntington Beach does hereby resolve that the Classification Plan be amended as follows: 1. Amend the title of REAL PROPERTY AGENT to REAL ESTATE AND PROJECT MANAGER as set forth in,Exhibits E which is attached hereto and incorporated by this - reference. 2. Amend the title of DEPUTY CITY TREASURER (MEO) to FINANCE MANAGER- TREASURY as set forth in Exhibit A which is attached hereto and incorporated by this reference. 3. Amend the title of DEPUTY CITY TREASURER (MEO) to FINANCE MANAGER - FISCAL SERVICES as set forth in Exhibit B which is attached hereto and incorporated by this reference. 4. Amend the title of ACCOUNTING MANAGER to FINANCE MANAGER - ACCOUNTING as set forth in Exhibit C which is attached hereto and incorporated by this reference. 5. Amend the title of BUDGET,MANAGER to'FINANCE MANAGER ':BUDGET as set forth in Exhibit D which is attached hereto and incorporated by this reference. Reso. 2014-91 PASSED AND ADOPTED by the City Council of the city of Huntington Beach at a regular meeting thereof held on the 17tWay of November , 2014. -V�RD . - Ma REV hS A D APPROVED: APPROVED AS O FORM: Fred. Vdon, City Manager Je i er c rath, Oty Attorney chele Warren, irector of Human Resources �'. SU i 'C1TY't3F FIWONGTON BEACH 00, CLASS SPECIFICATION" TITLE: FINANCE MANAGER — TREASURY PERSONNEL COMMISSION APPROVAL: OCTOBER 15, 2014 COUNCIL APPROVAL: NOVEMBER 17, 2014 JOB CODE: 0869 EMPLOYMENT STATUS: REGULAR FULL-TIME UNIT REPRESENTATION: MEO FLSA STATUS: EXEMPT DUTIES SUMMARY Under administrative direction, plans, organizes and manages the activities of the treasury operations section overseeing the Cashiering and Collections Services Division in the Finance Department. DISTINGUISHING CHARACTERISTICS Reports to: Director of Finance Finance Manager is a multi-position job classification with comparable education and experience qualifications. Finance Manager — Treasury differs from the other Finance Manager positions based on the subject matter expertise necessary to manage treasury operations and the Cashiering and Collections Division within the Finance Department. EXAMPLES OF ESSENTIAL DUTIES • Provides overall management of the activities, assignments, and responsibilities of the daily receipt, deposit, collection, custody and investment of public funds of treasury operations • Responsible for all cash management activities, bond reserves, all cashiering functions, and all collection activities for all delinquent city receivables • Supervises and participates in the administration of the City's banking and safekeeping programs • Assists in the development and implementation of policies and procedures to insure collection and depositing of all City funds in a timely and accurate manner • Supervises compliance with other City departments, divisions, and sections • Coordinates treasury activities with outside agencies • Prepares reports and correspondence Page 1 of 4 Item 9. - 5 xB -250- XV, CITfbF,HUNTINGT&BEACH CLASS SPECIFICATIONI Hwwv V r TITLE: FINANCE MANAGER TREASURY • Supervises, trains, and evaluates assigned staff • Receives and evaluates customer complaints and disputes, recommends resolutions, and responds to customers accordingly • Ensures compliance with state and federal guidelines and municipal codes and charter • Works with other Finance Managers in the department to ensure checks and balances, the separation of duties, and financial best practices • Collaborates with other Finance Managers in the department to achieve optimal departmental and city-wide performance and outcomes • Attends leadership, management, supervisory and financial training to stay abreast of industry best practices • Acts on behalf of the City Treasurer in his/her absence • Develops processes to ensure business continuity in the event of a disaster • Performs other related duties as required The preceding duties have been provided as examples of the essential types of work performed within this job classification. The City, at its discretion, may add, modify, change or rescind work assignments as needed. MINIMUM QUALIFICATIONS: Any combination of education, training, and experience that would likely provide the knowledge, skills, and abilities to successfully perform in the position is qualifying. A typical combination includes: Knowledge of: — Principles and practices associated with accounting, municipal finance, internal controls, and cash management — Applicable State, Federal, County and City Charter laws and regulations governing handling and movement of public funds — Research methods, report writing techniques, and financial concepts and applications — Computer technology and software, particularly that relates to financial analysis, modeling, data management, and manipulation — Principles and techniques of project management — Principles and practices of modern public administration, including planning, organizing, communicating, staffing, leading, and controlling projects and staff — Principles of supervision, training and performance evaluation Page 2 of 4 HB -251- Item 9. - 6 10 CITY�FIiUNTINGTON BEACH a CLASS SPECIFICATION „ . TITLE: FINANCE MANAGER - TREASURY Ability to: - Plan, organize, administer, coordinate review and evaluate the activities of a comprehensive public agency financial management division - Accurately analyze and evaluate complex daily receipt, deposit, collection, and custody of public funds activities; identify problems and develop and implement effective solutions - Meet critical deadlines; make decisions under pressure - Help develop, recommend, and administer sound financial strategies for a municipal government - Read and interpret complex laws and regulations impacting City financial activities - Prepare and analyze calculations involving financial data - Analyze problems, identify alternative solutions, project consequences of proposed actions, and implement recommendations in support of goals - Prepare and present complex narrative and financial reports in a clear and concise manner, both orally and in writing, at a level that can be easily understood by employees, community groups, and decision makers - Make public presentations calmly and professionally - Manage complex projects, on time and within budget - Establish and maintain cooperative working relationships with those contacted in the course of work, including superiors, peers, subordinates, and the public - Manage and direct staff to ensure professional work standards are met and quality customer service is delivered Education: A Bachelor's degree from an accredited college or university in Accounting, Finance, Business, Public Administration or other closely related field. A Master's degree is desirable. Experience: Five (5) years increasingly responsible professional level governmental financial management, accounting, budgeting or auditing experience, with an emphasis in business and revenue operations activities, including three (3) years supervising professional-level finance staff. Current or recent experience with a California municipality desirable. Certificates/Licenses: A valid California Class C driver's license with an acceptable driving record required by time of appointment. A Certified Public Accountant credential preferred. Page 3 of 4 Item 9. - 7 NB -25211- city CITYOF HUNTINGT6k BEACH g� ,. , x.C°�ASS SPECIFICATION , € t�Eri ..,: "•2 TITLE: FINANCE MANAGER — TREASURY PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS The incumbent must be able to meet the physical requirements of the job class and have mobility, balance, coordination, vision, hearing and dexterity levels appropriate to the duties to be performed. Work is performed in a general office environment, requiring sitting for prolonged periods of time; standing and walking to retrieve work files or to other departments or office locations; leaning, bending and stooping to perform work behind a desk or to retrieve information; pushing, turning or twisting to move chair or body from desk, reaching to place or retrieve files or open file drawers or cabinets; light grasping to hold a writing instrument or documents; firm grasping as needed to lift and carry work files or operate office equipment; finger dexterity to type on a computer keyboard; and, hearing and speaking to answer the telephone or answer questions of co-workers and subordinates. Work may necessitate some lifting, carrying, pushing and/or pulling of objects and materials of light weight (5-10 pounds). Reasonable accommodations) for an individual with a qualified disability will be considered on a case-by-case basis. SPECIAL CONDITIONS Employees regularly assigned/required to drive a city or personal vehicle in the course and scope of work shall be required to participate in the DIVIV Employer Pull Notice program. Public Employee Disaster Service Worker: In accordance with Government Code Section 3100, all Huntington Beach city employees are required to perform assigned disaster service worker duties in the event of an emergency or a disaster. Revised/Title Change 11-17-14 JD Page 4 of 4 xB -253- Item 9. - 8 x or Su G CITY©Fl-iUNTIGTfJN BEACH 1 �< * ' GLASS SPECIFICATION TITLE: FINANCE MANAGER— FISCAL SERVICES PERSONNEL COMMISSION APPROVAL: OCTOBER 18, 2014 COUNCIL APPROVAL: NOVEMBER 17, 2014 JOB CODE: 0899 EMPLOYMENT STATUS: REGULAR FULL-TIME UNIT REPRESENTATION: MEO FLSA STATUS: EXEMPT DUTIES SUMMARY Under administrative direction, plans, organizes and manages the activities of the Fiscal Services Division in the Finance Department. DISTINGUISHING CHARACTERISTICS Reports to: Director of Finance Finance Manager is a multi-position job classification with comparable education and experience qualifications. Finance Manager — Fiscal Services differs from the other Finance Manager positions based on the subject matter expertise necessary to manage the Fiscal Services Division within the Finance Department. EXAMPLES OF ESSENTIAL DUTIES • Provides overall management of the activities, assignments, and responsibilities of the procurement, municipal services and business license activities of the Fiscal Services Division • Oversees the daily operations of the water billing section of the Finance Department, including the customer service counter and recording of financial records • Develops and supervises the implementation of billing and collection procedures. • Processes all municipal services start-ups and disconnections • Oversees the input and maintenance of the City's billing and collections database and records of revenues received • Researches and responds to inquiries and resolves disputes from the public, business owners or representatives regarding billing and collections programs • Issues licenses for individuals or companies doing business in the city in Page 1 of 5 Item 9. - 9 HB -254- Su ity CITY OF HUNTINGTON BEI 14B "'CLASS SPECIFICATION „ TITLE: FINANCE MANAGER— FISCAL SERVICES accordance with the Huntington Beach Municipal Code; may issue permits on behalf of other city departments • Coordinates the purchase of City-wide goods and services; administers office supply orders • Coordinates the competitive bidding process, maintains the list of qualified vendors • Manages the procurement card, leasing, equipment replacement, professional services, fuel management and copy machine programs • Oversees the reprographics and mail operations contract for the provision of printing services and the daily collection, sorting, metering, and delivery of interoffice, U.S. Postal Service mail and special deliveries (Fed Ex, UPS, and Overnight Delivery) for all city departments • Ensures that debts owed to the City are collected in accordance with applicable local, state and federal laws. • Oversees the input and maintenance of the City's billing and collections database and records of revenues received • Prepares a variety of complex financial calculations and reports • Assists City departments with compliance of billing and collections policies and procedures • Conducts accounts receivable month-end closing, and monitors area activities to ensure work is accurate and in accordance with regulatory standards and established policies and procedures. • Conducts reconciliations and analysis of fiscal transactions to ensure compliance with Generally Accepted Accounting Principles (GAAP), municipal codes and policies, and federal and state laws, rules and regulations • Ensures compliance with state and federal guidelines and municipal codes and charter • Works with other Finance Managers in the department to ensure checks and balances, the separation of duties, and financial best practices • Collaborates with other Finance Managers in the department to achieve optimal departmental and city-wide performance and outcomes • Attends leadership, management, supervisory and financial training to stay abreast of industry best practices • Develops processes to ensure business continuity in the event of a disaster • Performs other related duties, as required The preceding duties have been provided as examples of the essential types of work performed within this job classification. The City, at its discretion, may add, modify, change or rescind work assignments as needed. Page 2 of 5 HB -255- Item 9. - 10 .."N At INDx � "ity CITY..OF HUNTINGTON BEACH 1. CLASS SPECIFICATION" TITLE: FINANCE MANAGER- FISCAL SERVICES MINIMUM QUALIFICATIONS: Any combination of education, training, and experience that would likely provide the knowledge, skills, and abilities to successfully perform in the position is qualifying. A typical combination includes: Knowledge of: - Principles and practices associated with accounting, municipal finance, and billing and collections administration - Principles, methods and procedures of purchasing goods, supplies and services for a public agency, including the competitive bid process; commodity markets, marketing practices, and commodity pricing methods - Applicable State, Federal, County and City Charter laws and regulations governing billing and collections activities - Research methods, report writing techniques, and statistical concepts and applications - Computer technology and software related to cashiering, business licensing, and utility bill processing functions - Principles and techniques of project management - Principles and practices of modern public administration, including planning, organizing, communicating, staffing, leading, and controlling - Principles of supervision, training and performance evaluation Ability to: - Plan, organize, administer, coordinate review and evaluate the activities of a comprehensive public agency financial management division - Analyze and evaluate complex revenue, collections and administrative problems and develop and implement effective solutions - Help develop, recommend, and administer sound financial strategies for a municipal government - Read and interpret complex laws and regulations impacting City financial activities - Prepare and analyze mathematical and statistical calculations involving financial data - Establish sources of supply, product and vendor information - Analyze problems, identify alternative solutions, project consequences of proposed actions, and implement recommendations in support of goals Page 3 of 5 Item 9. - 11 HB -256- 1t i CITY OF,:.HUNTINGTON BEACH AP ry CLAS910ECIFICATION TITLE: FINANCE MANAGER - FISCAL SERVICES - Prepare and present complex narrative and financial reports in a clear and concise manner, both orally and in writing, at a level that can be easily understood by employees, community groups and decision makers - Make public presentations calmly and professionally - Manage complex projects, on time and within budget - Use tact, initiative, prudence and independent judgment within general policy and legal guidelines - Establish and maintain cooperative working relationships with those contacted in the course of work, including superiors, peers, subordinates, and the public - Manage and direct staff to ensure professional work standards are met and quality customer service is delivered - Meet critical deadlines; make decisions under pressure Education: A Bachelor's degree from an accredited college or university in Accounting, Finance, Business, Public Administration or other closely related field. A Master's degree is desirable. Experience: Five (5) years increasingly responsible professional level governmental financial management, accounting, budgeting or auditing experience, with an emphasis in business and revenue operations activities, including three (3) years supervising professional-level finance staff. Current or recent experience with a California municipality desirable. Certificates/Licenses: A valid California Class C driver license with an acceptable driving record required by time of appointment. PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS The incumbent must be able to meet the physical requirements of the job class and have mobility, balance, coordination, vision, hearing and dexterity levels appropriate to the duties to be performed. Work is performed in a general office environment, requiring sitting for prolonged periods of time; standing and walking to retrieve work files or to other departments or office locations; leaning, bending and stooping to perform work behind a desk or to retrieve information; pushing, turning or twisting to move chair or body from desk; reaching to place or retrieve files or open file drawers or cabinets; light grasping to hold a writing instrument or documents; firm grasping as needed to lift and carry work files or operate office equipment; finger dexterity to type on a computer keyboard; and, hearing and speaking to answer the telephone or answer questions of co-workers and Page 4 of 5 HB -257- Item 9. - 12 U' �-CITY"OF HUNTINGTON BEACH ,.., ° CLASS SPECIF1CATfON ' TITLE: FINANCE MANAGER — FISCAL SERVICES subordinates. Work may necessitate some lifting, carrying, pushing and/or pulling of objects and materials of light weight (5-10 pounds). Reasonable accommodation(s) for an individual with a qualified disability will be considered on a case-by-case basis. SPECIAL CONDITIONS Employees regularly assigned/required to drive a city or personal vehicle in the course and scope of work shall be required to participate in the DMV Employer Pull Notice program. Public Employee Disaster Service Worker: In accordance with Government Code Section 3100, all Huntington Beach city employees are required to perform assigned disaster service worker duties in the event of an emergency or a disaster. Revised/Title Change 11-17-14 JD Page 5 of 5 Item 9. - 13 113 -zs$- ... Su ity CITY OF"HUNTINGTON BEACH E: Wv ...; CLAS$ SPECIiCATIORi TITLE: FINANCE MANAGER - ACCOUNTING PERSONNEL COMMISSION APPROVAL: OCTOBER 15, 2014 COUNCIL APPROVAL: NOVEMBER 17, 2014 JOB CODE: 0879 EMPLOYMENT STATUS: REGULAR FULL-TIME UNIT REPRESENTATION: MEO FLEA STATUS: EXEMPT DUTIES SUMMARY Under administrative direction, plans, organizes and manages the activities of the General Accounting Division in the Finance Department. DISTINGUISHING CHARACTERISTICS Reports to: Director of Finance Finance Manager is a multi-position job classification with comparable education and experience qualifications. Finance Manager—Accounting differs from the other Finance Manager positions based on the subject matter expertise necessary to manage the Accounting Division within the Finance Department. EXAMPLES OF ESSENTIAL DUTIES • Provides overall management of the activities, assignments, and responsibilities of the Accounting Management Division • Responsible for all payroll, accounts payable, accounts receivables, general ledger and journal voucher entries activities • Coordinates the City's financial reporting requirements, including the Comprehensive Annual Financial Report (CAFR) and the Popular Annual Financial Report (PAFR) • Monitors general ledger activities; reviews and approves journal entries and bank reconciliations; prepares and/or reviews major changes to the chart of accounts; reviews and approves the integrity of the general ledger in the financial information system • Coordinates accounting and financial software systems functions • Directs the preparation of highly complex periodic and special reports involving cost accounting, expenditure reports and functional legal requirements HB -259- Item 9. - 14 , CITY-OF HUNTINGT-ON,,BEACH' Sub its , '' CLASS-SPECIFICATION TITLE: FINANCE MANAGER - ACCOUNTING • Develops procedures and policies for accounting procedures within the financial systems, record keeping, accounting controls and cost accounting records • Supervises the audit liaison of the City's accounting systems, procedures and policies • Acts as the primary resource on accounting practices contained in the City's general ledger and financial software system • Assists in the development and implementation of policies and procedures to insure collection and depositing of all City funds in a timely and accurate manner • Supervises compliance with other City departments, divisions, and sections • Prepares reports and correspondence as needed • Receives and evaluates customer complaints and disputes, recommends resolutions, and responds to customers accordingly • Ensures compliance with state and federal guidelines and municipal codes and charter • Works with other Finance Managers in the department to ensure checks and balances, the separation of duties, and financial best practices • Collaborates with other Finance Managers in the department to achieve optimal departmental and city-wide performance and outcomes • Attends leadership, management, supervisory and financial training to stay abreast of industry best practices • Develops processes to ensure business continuity in the event of a disaster • Performs other related duties as required The preceding duties have been provided as examples of the essential types of work performed by positions within this job classification. The City, at its discretion, may add, modify, change or rescind work assignments as needed. MINIMUM QUALIFICATIONS Any combination of education, training, and experience that would likely provide the knowledge, skills, and abilities to successfully perform in the position is qualifying. A typical combination includes: Knowledge of: - Principles and practices of public agency financial management, including general and governmental accounting, auditing and reporting functions - Applicable State, Federal, County and City Charter laws, regulations governing generally accepted accounting principles and reporting requirements and standard accounting practices regarding public agency accounting operations - Research methods, report writing techniques, and financial concepts and applications Item 9. - 15 HB -260- CITY OF HUNTINGTON BEACH' k4b , F. W� CLASS SPECIFICATION TITLE: FINANCE MANAGER - ACCOUNTING - Information technology hardware and software related to accounting and financial functions - Read and interpret complex laws and regulations impacting City financial activities - Prepare and analyze mathematical calculations involving financial data - Analyze problems, identify alternative solutions, project . consequences of proposed actions, and implement recommendations in support of goals. - Principles and techniques of project management - Principles and practices of modern public administration, including planning, organizing, communicating, staffing, leading, and controlling projects and staff - Principles of supervision, training and performance evaluation Ability to: - Plan, organize, administer, coordinate, review, and evaluate the activities of a comprehensive public agency financial management program - Accurately analyze accounting and financial related documents, verify the accuracy of financial data and information - Maintain accurate financial records and prepare clear and accurate reports for informational, auditing and operational use - Help develop, recommend, and administer sound financial strategies for a municipal government - Read and interpret complex laws and regulations impacting City financial activities - Prepare clear and concise reports, correspondence, policies, procedures and other written materials - Analyze problems, identify alternative solutions, project consequences of proposed actions, and implement recommendations in support of goals - Prepare and present complex narrative and financial reports in a clear and concise manner, both orally and in writing, at a level that can be easily understood by employees, community groups and decision-makers - Manage complex projects, on-time and within budget - Interpret, apply and explain complex laws, codes, regulations and ordinances - Use tact, initiative, prudence and independent judgment within general policy and legal guidelines - Establish and maintain cooperative working relationships with those contacted in the course of work, including superiors, peers, subordinates, and the public - Communicate effectively, both orally and in writing - Manage and direct staff to ensure professional work standards are met and quality customer service is delivered - Meet critical deadlines; make decisions under pressure HB _261- Item 9. - 16 paom u , CITY HUNTINGTON BEACH . FCLASS SPECIFICATION m, . ; �i� �.t. TITLE: FINANCE MANAGER - ACCOUNTING Education: A Bachelor's degree from an accredited college or university in Accounting, Business Administration or other directly related field. A Masters degree is desirable. Experience: At least five (5) years of increasingly responsible professional level governmental accounting experience of which at least three (3) years has included direct responsibility for the supervision of professional level accounting staff. Current or recent experience with a California municipality is highly desired. Certification/License: A valid California Class C driver license with an acceptable driving record required by time of appointment. Certification as a Public Accountant (CPA) preferred. PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS The incumbent must be able to meet the physical requirements of the job class and have mobility, balance, coordination, vision, hearing and dexterity levels appropriate to the duties to be performed. Work is performed in a general office environment, requiring sitting for prolonged periods of time; standing and walking to retrieve work files or to other departments or office locations; leaning, bending and stooping to perform work behind a desk or to retrieve information; pushing, turning or twisting to move chair or body from desk; reaching to place or retrieve files or open file drawers or cabinets; light grasping to hold a writing instrument or documents; firm grasping as needed to lift and carry work files or operate office equipment; finger dexterity to type on a computer keyboard; and, hearing and speaking to answer the telephone or answer questions of co-workers and subordinates. Work may necessitate some lifting, carrying, pushing and/or pulling of objects and materials of light weight (5-10 pounds). Reasonable accommodation(s) for an individual with a qualified disability will be considered on a case-by-case basis. SPECIAL CONDITIONS Employees regularly assigned/required to drive a city or personal vehicle in the course and scope of work shall be required to participate in the DMV Employer Pull Notice program. Public Employee Disaster Service Worker: In accordance with Government Code Section 3100, all Huntington Beach city employees are required to perform assigned disaster service worker duties in the event of an emergency or a disaster. Revised/Title Change 11-17-14 JD Item 9. - 17 xB -262- CITYaOF 1-0UNTIIIVGTON BEACH s Su, '3ty CLASS""SPECIFIICATION 01 TITLE: FINANCE MANAGER - BUDGET PERSONNEL COMMISSION APPROVAL: OCTOBER 15, 2014 COUNCIL APPROVAL: NOVEMBER 17, 2014 JOB CODE: 0889 EMPLOYMENT STATUS: REGULAR FULL-TIME UNIT REPRESENTATION: MEO FLSA STATUS: EXEMPT DUTIES SUMMARY Under administrative direction, plans, organizes and manages the activities of the Budget Management Division in the Finance Department. DISTINGUISHING CHARACTERISTICS Reports to: Director of Finance Finance Manager is a multi-position job classification with comparable education and experience qualifications. Finance Manager — Budget differs from the other Finance Manager positions based on the subject matter expertise necessary to manage the Budget Management Division within the Finance Department. EXAMPLES OF ESSENTIAL DUTIES • Provides overall management of the activities, assignments, and responsibilities of the Budget Management Division • Oversees the work of staff engaged in the development, analysis and evaluation of City programs and budgets • Directs and supervises staff in the review of budget proposals for assigned departments and divisions and the completion of complex financial analysis of proposed budget and policy changes • Develops and implements policies and procedures regarding the budget development process; recommends modifications and enhancements to budget procedures and processes; schedules, implements and manages a formal budget development process • Oversees cost-benefit analysis and recommendations • Directs, designs and conducts training related to budget processes and procedures • Develops and implements goals, objectives, policies and priorities for the Division; establishes schedules and methods of Division operations HB -2263- Item 9. - 18 ' �b - a „ h's Su ity, - , CITY OF HUNTINGTON BEACH LASS,`SPECIFICiAT1ON ; TITLE: FINANCE MANAGER - BUDGET • Prepares complex periodic and special reports involving budget data, financial projections, expenditure reports and legal requirements • Develops procedures and policies for financial systems to enhance budget monitoring, required record-keeping and proper budgetary controls • Monitors compliance with the City's adopted/revised budget; confers with department heads and/or representatives to recommend budgetary actions and/or adjustments accordingly • Acts as primary resource on budgetary practices contained in the City's budget manual and instructions and the City's Administrative Regulations • Provides costing data of future salary and benefit costs related to employee adjustments and employee associations during labor negotiations • Oversees the position control function of the City to ensure all permanent positions are fully funded as reflected in the adopted/revised budget, tracks salary and funding sources, and assists in forecasting and planning for compensation updates and changes • Ensures compliance with state and federal guidelines and municipal codes and charter • Works with other Finance Managers in the department to ensure checks and balances, the separation of duties, and financial best practices • Collaborates with other Finance Managers in the department to achieve optimal departmental and city-wide performance and outcomes • Attends leadership, management, supervisory and financial training to stay abreast of industry best practices • Develops processes to ensure business continuity in the event of a disaster • Performs other related duties as required The preceding duties have been provided as examples of the essential types of work performed by positions within this job classification. The City, at its discretion, may add, modify, change or rescind work assignments as needed. MINIMUM QUALIFICATIONS Any combination of education, training, and experience that would likely provide the knowledge, skills, and abilities to successfully perform in the position is qualifying. A typical combination includes: Knowledge of: — Principles and practices associated with public agency budget development, monitoring, and reporting programs. — Applicable State, Federal, County and City Charter laws and regulations governing financial reporting as well as budget and financial systems for local government. Item 9. - 19 HB -264- AN' CITY OF RUNTl" ,. NGT,QN,BEACH Sit CLASS,' ' _SPECIFICATION FTlU_ 771NARICE MANAGER - BUDGET — Contemporary financial modeling methods related to revenue and expenditure projections. — Research methods, report writing techniques, and financial concepts and applications — Computer technology and software related to budgetary analysis, modeling, data management and manipulation — Principles and techniques of project management — Principles and practices of modern public administration, including planning, organizing, communicating, staffing, leading, and controlling projects and staff — Principles of supervision, training and performance evaluation Ability to: — Plan, organize, administer, coordinate review and evaluate the activities of a comprehensive public agency financial management division — Accurately analyze budget and financial related documents — Develop, prepare, administer, and monitor large City budgets; meet critical deadlines and make decisions under pressure — Help develop, recommend, and administer sound financial strategies for a municipal government — Read and interpret complex laws and regulations impacting City financial activities — Prepare and analyze mathematical and statistical calculations involving financial and budget data — Identify trends, isolate and explain causes of budgetary variances — Analyze problems, identify alternative solutions, project consequences of proposed actions, and implement recommendations in support of goals. — Prepare and present complex narrative and financial reports in a clear and concise manner, both orally and in writing, at a level that can be easily understood by employees, community groups and decision-makers — Make public presentations calmly and professionally — Manage complex projects, on time and within budget — Use tact, initiative, prudence and independent judgment within general policy and legal guidelines — Establish and maintain cooperative working relationships with those contacted in the course of work, including superiors, peers, subordinates, and the public — Manage and direct staff to ensure professional work standards are met and quality customer service is delivered Education: A Bachelor's degree from an accredited college or university in Accounting, Finance, Business, Public Administration or other closely related field. A Master's degree is desirable. HB -265- Item 9. - 20 ty CITY OF HUNTINGTON BEACH ' CLASS SPECIFICATION TITLE: FINANCE MANAGER - BUDGET Experience: Five (5) years increasingly responsible professional level governmental financial management, accounting, budgeting or auditing experience, with an emphasis in business and revenue operations activities, of which at least three (3) years supervising professional-level finance staff. Current or recent experience with a California municipality desirable. Certifications/License: A valid California Class C driver's license with an acceptable driving record required by time of appointment. PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS The incumbent must be able to meet the physical requirements of the job class and have mobility, balance, coordination, vision, hearing and dexterity levels appropriate to the duties to be performed. Work is performed in a general office environment, requiring sitting for prolonged periods of time; standing and walking to retrieve work files or to other departments or office locations; leaning, bending and stooping to perform work behind a desk or to retrieve information; pushing, turning or twisting to move chair or body from desk; reaching to place or retrieve files or open file drawers or cabinets; light grasping to hold a writing instrument or documents; firm grasping as needed to lift and carry work files or operate office equipment; finger dexterity to type on a computer keyboard; and, hearing and speaking to answer the telephone or answer questions of co-workers and subordinates. Work may necessitate some lifting, carrying, pushing and/or pulling of objects and materials of light weight (5-10 pounds). Reasonable accommodation(s) for an individual with a qualified disability will be considered on a case-by-case basis. SPECIAL CONDITIONS Employees regularly assigned/required to drive a city or personal vehicle in the course and scope of work shall be required to participate in the DMV Employer Pull Notice program. Public Employee Disaster Service Worker: In accordance with Government Code Section 3100, all Huntington Beach city employees are required to perform assigned disaster service worker duties in the event of an emergency or a disaster. RevisedMtle Change 11-17-14 JD Item 9. - 21 GIs -266- 'CITY OF HUNTINGTON BEACH Suff I p CLASS SPECIFICATT W A TITLE: REAL ESTATE AND PROJECT MANAGER PERSONNEL COMMISSION APPROVAL: OCTOBER 15, 2014 COUNCIL APPROVAL: NOVEMBER 17, 2014 JOB CODE: 0839 EMPLOYMENT STATUS: REGULAR FULL-TIME UNIT REPRESENTATION: MEO FLSA STATUS: EXEMPT DUTIES SUMMARY Under general direction, plans, organizes, coordinates and administers the City's real estate interests and assists with related economic development projects. DISTINGUISHING CHARACTERISTICS Reports to: Deputy Director of Economic Development EXAMPLES OF ESSENTIAL DUTIES • Oversees the real estate acquisition and disposal, property management, and relocation and lease activities of the City • Coordinates, reviews and evaluates work of third party contractors, including appraisers, market analysis and title companies • Evaluates property appraisal, feasibility analysis and land reuse appraisals submitted by contractors and makes recommendations on acceptance or rejection of reports • Conducts preliminary and final negotiations with property owners, developers, financial representatives and others for the acquisition, disposition and development of properties for all City purposes • Assists the Deputy Director in negotiations Secures, examines and interprets property records and title reports • Coordinates the preparation and processing of documents for acquiring, recording, leasing and disposing of property, including opening and coordinating escrows, obtaining and reviewing legal descriptions and related maps, planned sketches, and other materials as needed • Coordinates relocation assistance • Prepares variety of contracts involving the valuation and sale or exchange of properties, property management and security, demolition contracts and utility relocation HB -267- Item 9. - 22 CITY OF-,HUNTINGTON,-.,PEACH' Spa "ity C ASS SPECIFICATION Hum* TITLE: REAL ESTATE AND PROJECT MANAGER • Prepares City meeting agenda items and documentation pertaining to real estate relocation, property disposition, and development matters • Prepares annual budget estimates for real estate activities • Prepares and maintains city's real estate records and files • Works on special projects regarding economic development activities • Prepares comprehensive technical reports concerning real property activities • Performs other related duties as required The preceding duties have been provided as examples of the essential types of work performed by positions within this job classification. The City, at its discretion, may add, modify, change or rescind work assignments as needed. MINIMUM QUALIFICATIONS Any combination of education, training, and experience that would likely provide the knowledge, skills, and abilities to successfully perform in the position is qualifying. A typical combination includes.- Knowledge of: — Principles, practices, economics and legal requirements pertaining to the acquisition, disposition and development of property for public purposes — Federal, state, and local laws rules, and regulations pertaining to real estate and its transfer, relocation, fair appraisal and fair negotiation practices, acquisition of land by eminent domain and right of way — Factors involved in appraising property and principles underlying the appraisal process — Methods of describing real property — Deed and tract restrictions, zoning ordinances, tax and improvement assignments, easements and encroachments and the effect on property values — The effect of economic trends on property value and price and the construction cost of real property management — Principles and practices of contract administration and monitoring — Quality customer service practices Ability to: — Collect, analyze and interpret economic, technical and statistical data relating to real property — Analyze and categorize and information, evaluate problems and identify alternative solutions, project consequences of proposed actions and recommend implementation options — Exercise sound judgment, decisiveness and creativity in the performance of complex technical and analytical review processes Item 9. - 23 HB -268- -V CITY'OF HUNTINGTON BEACH , uit,'" CLASSwSPECIFICATION �' s tine Sah TITLE: REAL ESTATE AND PROJECT MANAGER — Communicate effectively both orally and in writing — Write detailed reports, recommendations, correspondence and specifications; develop and effectively manage contractual agreements — Monitor contractor performance in accordance with contract specifications and guidelines — Conduct successful negotiations for the acquisition, disposition, development and/or lease of public and/or private property — Review and interpret accurate appraisals and titles of real properties — Establish and maintain cooperative and effective working relationships with those contacted in the course work — Commit to providing quality customer service Education: A Bachelor's degree from an accredited college or university in Civil Engineering, Public or Business Administration, Economics or other directly related field. Experience: Four (4) years' progressively responsible experience in the management of public sector real property including appraisal and negotiation for acquisition, rental and sale of real property, and right-of-way work. Experience in economic development project management desirable. Certification/License: A valid California Class C driver's license with an acceptable driving record required by time of appointment. Possession of a current State of California Real Estate Broker's license is desirable. PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS The incumbent must be able to meet the physical requirements of the job class and have mobility, balance, coordination, vision, hearing and dexterity levels appropriate to the duties to be performed. Work is performed indoors and outdoors. The incumbent uses a computer keyboard and related equipment, sits, stands, walks, climbs, stoops, crouches, twists, bends, pushes, pulls, reaches, grasps, lifts and moves tools and equipment weighing 50 pounds or less. When work is performed outdoors, there is full exposure to various weather and temperature conditions. Exposure to noise, dust, grease, smoke, fumes and gases; work at heights and/or in confined spaces. Requires sufficient physical ability and mobility to stand or sit for prolonged periods, walk on uneven terrain, loose soil, and sloped surfaces. Must utilize approved safety equipment and protective gear, including but not limited to, hard hats, respirators and/or hearing protective devices. Reasonable accommodation(s) for an individual with a qualified disability will be HB -269- Item 9. - 24 .:: SUS r CITY OF HUNTINGTOWBEACH CLASS SPECIFICATION TITLE: REAL ESTATE AND PROJECT MANAGER considered on a case-by-case basis. SPECIAL CONDITIONS Employees regularly assigned/required to drive a city or personal vehicle in the course and scope of work shall be required to participate in the DIVIV Employer Pull Notice program. Public Employee Disaster Service Worker: In accordance with Government Code Section 3100, all Huntington Beach city employees are required to perform assigned disaster service worker duties in the event of an emergency or a disaster. Revised/Title Change 11-17-14/JD Item 9. - 25 xB -270- Res. No. 2014-91 STATE OF CALIFORNIA COUNTY OF ORANGE ) ss: CITY OF HUNTINGTON BEACH ) I, JOAN L. FLYNN the duly elected, qualified City Clerk of the City of Huntington Beach, and ex-officio Clerk of the City Council of said City, do hereby certify that the whole number of members of the City Council of the City of Huntington Beach is seven; that the foregoing resolution was passed and adopted by the affirmative vote of at least a majority of all the members of said City Council at a Regular meeting thereof held on November 17, 2014 by the following vote: AYES: Katapodis, Hardy, Shaw, Boardman, Sullivan, Carchio NOES: None ABSENT: Harper ABSTAIN: None City C k and ex-officio C erk of the City Council of the City of Huntington Beach, California