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HomeMy WebLinkAboutApproved to Adopt Resolution No. 2014-91 amending the City's i Dept. ID HR 14-018 Page 1 of 2 Meeting Date: 11/17/2014 JO) CITY OF HUNTINGTON BEACH REQUEST FOR. CITY COUNCIL ACTION MEETING DATE: 11/17/2014 SUBMITTED TO: Honorable Mayor and City Council Members SUBMITTED BY: Fred A. Wilson, City Manager PREPARED BY: Michele Warren, Director of Human Resources SUBJECT: Adopt Resolution No. 2014-91 amending the City's Classification Plan by changing titles to facilitate restructuring amongst the Finance Division Managers and the Real Estate and Project Manager Statement of Issue: The City's Classification Plan requires an amendment to incorporate changes considered and approved by the Personnel Commission at their regularly scheduled meeting held October 15, 2014. Financial Impact: Funding for the proposed classification amendments, approximately $19,500, is included in the FY 2014/15 budget. No additional appropriation is requested. Recommended Action: Adopt Resolution No. 2014-91, "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." Alternative Action(s): Reject amendments to the classification plan. In accordance with Personnel Rule 12-4, if an amendment to the City's Classification Plan is rejected by the City Council, the City Council is to refer such amendments or revisions back to the Personnel Commission with reasons for rejection and its recommendation thereon. Analysis: The Personnel Commission has considered and approved the following amendments to the City's Classification Plan: At the October 15, 2014 meeting, the Personnel Commission approved a change in titles to facilitate restructuring amongst the Finance Division managers, to more accurately identify the work performed, to reflect a modification of the job duties and minimum qualifications, and to ensure compliance with Personnel Rule 12-1 for the following positions: Real Property Agent to Real Estate and Project Manager Assistant City Treasurer (MEO) to Finance Manager—Treasury Assistant City Treasurer (MEO) to Finance Manager- Fiscal Services Item 9. - 1 HB -246- Dept. ID HR 14-018 Page 2 of 2 Meeting Date: 11/17/2014 Accounting Manager to Finance Manager—Accounting Budget Manager to Finance Manager— Budget Personnel Rule 12-1 reads: Every position in the competitive service shall be assigned to the appropriate range and pay plan in the pay structure. The assignment of a position to a classification shall be determined by the following criteria: a) Sufficiently similar in duties and responsibilities that the same descriptive title may be used. b) Substantially, the same requirements as to education, experience, knowledge, skills and ability are demanded of applicants. c) Substantially the same test of fitness may be used in choosing qualified applicants. d) The same schedule of compensation can be made to apply with equity. Each of the re-titled Finance Manager positions will be subject to the same schedule of compensation as the former Deputy City Treasurer (MEO) classification which included two of the four affected positions. Based on the City's personnel rules as described above, the other two of four positions were moved up to the same schedule of compensation which accounts for the increase in salary expenditures. This movement equalized the four positions, ensured there was no loss of compensation, and accounted for an increase in the competitive market. The compensation of the Real Estate and Project Manager remains status quo as the change is related to title and some duty clarification, but not the salary range. Environmental Status: N/A Strategic Plan Goal: Develop, retain and attract quality staff Attachment(s): 1. Resolution No. 2014-91 Specifications for Classifications (Exhibit A— E) A) Finance Manager—Treasury Classification Specification B) Finance Manager— Fiscal Services Classification Specification C) Finance Manager—Accounting Classification Specification D) Finance Manager— Budget Classification Specification E) Real Estate and Project Manager Classification Specification 2. MEO Salary Table — Updated 3. Personnel Commission Staff Reports - October 15, 2014 HB -247- Item 9. - 2 ATTACIi NlT � RESOLUTION NO. 2014-91 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. Ma REVIE APPROVED: APPROVED AS TO FORM: E Fred IA. Vi on-, City Manager JeAi er ' c rath, Gyty Attorney AP E chele Warren, irector of Human Resources C NGTON BEACH` T. � y �F C S LAS SPECIFICATION ` ' x 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 HB -250- CITYOF }-ItJNTINGTON BEACH M CLASS'SPECIFICATION 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 Z of 4 xB -251- Item 9. - 6 s i� X CITY OF H.UNTINGTON BEACi-I A:� "CLASS SPECIFI..CATIORI . qBkwh 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 3of4 Item 9. - 7 HB -252- 7 CITYOF HUNTINGTOY�I BEACH z CLASS SPECIFICATION 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 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 4 of 4 HB -253- Item 9. - 8 f 9 xd h 'CITY'OFHUNTINGTON BEACH . HB ` R b"LASV SPECIFIGAT130NAW. 0 15 TITLE: FINANCE MANAGER— FISCAL SERVICES PERSONNEL COMMISSION APPROVAL: OCTOBER 15, 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 xB -254- y HAL`OF CITY HUNTINGTON BEAC ` -,, 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 xB -255- Item 9. - 10 .s z S6 CITY'OF HUNTIMOTON BEACH OW CLASS SPECIF1CATlON 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- NCITYOF HUNTINGTONBEACH �rT CLASS SPECIFICATIOM } 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 CITY OF HUNTINGTON BEACH 0 CLASS3PECIFICATION�, � " "° TITLE: FINANCE MANAGER— FISCAL SERVICES subordinates. Work may necessitate some lifting, carrying, pushing and/or pulling of objects and materials of lightweight (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 HB -2258- sk ity CITY OF HUNT:INGTON BEACH �x CLASS SPECIFICATION , 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 FLSA 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 xB -2 5 9- Item 9. - 14 ty ;CITY OF HUNTINGTON BEACIi ' :SU 3 �, C�ASS�SPECIFIGATION � � '�" '� 14 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 xB -2260- CITY OF H NTINGTON BEAC44 H , 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 RB -261- Item 9. - 16 MaM City CITY OFz HUIVTINGTON BEACH CLASS SPECIFICATION p Hun ' 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- CITY OF HAHUNTINGTON BEAC Su 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 f1B -2)63- Item 9. - 18 CITY OF FIUIVTINGTO,N BEACH ' 4B "CLASS iSPECIFICATIOIV Mph 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- CITY OF HUNTINGTON BEACH w ' 'u-0- I , " BY CLASS SPECIFICATIN ��^6a TITLE: FINANCE 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 CITY OF HUNTINGTON BEACH , 'Pl 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. Revised/Title Change 11-17-14 JD Item 9. - 21 xB -266- „ S j� CITY OF;HUNTINGTON BEACH,rs Ulf CLASS SPECIFICATION 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 xs -267- Item 9. - 22 C1TY OF HUNTIIVGT0N BE;4CH S pity CLASS-SPECIFICATION! 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 xB -269- CITY OF<HUNTINGTON BEACH Su-1 GLASS SPEClF1CATION 9�J z 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 >> CITY OF HUNTINGTON BEACH K ra'�u CLASS.�SPECIFICATIONa r 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 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. - 25 HB -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 m City C k and ex-officio C erk of the City Council of the City of Huntington Beach, California ATTACHMENT #2 MEO SALARY SCHEDULE EFFECTIVE 9-27-14 SALARY SCHEDULE REVISED PER RESOLUTION 2014- APPROVED ON 11-17-2014 r s Job No Job Description Pay Gratle A B C Dy E 0536 n..eewntiRg Maiq .o nnr o 4G X5 48 :79 -54.47 �4-aQ W 2R 0025 lAdmin Analyst ME0025 35.67 37.63 39.71 41.89 44.19 0084 Admin Analyst Principal ME0084 44.43 46.87 49.45 52.17 55.04 0089 Admin Analyst Sr ME0089 41.04 43.29 45.67 48.18 50.83 0078 Assistant City Attorney ME0078 63.02 66.48 70.13 73.98 78.05 0132 Assistant City Clerk ME0132 38.26 40.36 42.58 44.92 47.39 0595 Assistant Fire Marshal ME0595 45.78 48.30 50.95 53.76 56.71 0057 Assistant to the City Manager ME0057 47.88 50.51 53.29 56.22 59.31 0071 Associate Planner ME0071 38.83 40.96 43.22 45.60 48.11 0569 Beach Maint Operations Mgr ME0569 49.83 52.571 55.46 58.51 61.73 0044 Beach Operations Supervisor ME0044 40.83 43.07 45.44 47.94 50.58 0064 Budget Analyst Senior ME0064 39.42 41.59 43.88 46.29 48.84 0598 Building Manager ME0598 57.29 60.45 63.77 67.27 70.98 0501 Business Application Supervisor ME0501 51.08 53.90 56.86 59.98 63.28 0500 Business Systems Manager ME0500 56.45 59.55 62.83 66.29 69.93 0070 Chief Criminalist ME0070 52.37 55.25 58.29 61.49 64.88 0024 City Engineer ME0024 65.24 68.83 72.62 76.61 80.82 0092 Claims Supervisor ME0092 42.48 44.82 47.28 49.89 52.63 0125 Code Enforcement Supervisor ME0125 40.62 42.85 45.21 47.70 50.32 0471 Community Relations Officer ME0471 44.43 46.87 49.45 52.17 55.04 0353 Community Services Manager ME0353 1 49.83 52.57 55.46 58.51 61.73 0097 Construction Manager ME0097 49.83 52.57 55.46 58.51 61.73 0085 Contract Administrator ME0085 42.48 44.82 47.28 49.89 52.63 0045 Criminalist Supervisor ME0045 45.55 48.06 50.70 53.48 56.43 0253 Cultural Affairs Supervisor ME0253 32.29 34.07 35.941 37.92 40.00 0081 Deputy City Attorney I ME0081 41.44 43.72 46.12 48.66 51.34 0080 Deputy City Attorney II ME0080 1 49.83 52.57 55.46 58.51 61.73 0079 Deputy City Attorney III ME0079 57.29 60.45 63.77 67.27 70.98 0068 Deputy City Engineer ME0068 55.60 58.66 61.89 65.29 68.88 0090 n,,..w%y City T-Fear,wer nnrn AA€OQQQ 51.34 54.16 r37--15 Go N Gig 0571 Deputy Dir of Econ Development ME0571 56.45 59.55 62.83 66.29 69.93 0027 Deputy Dir of Recr/Bch Devlpmt ME0027 58.17 61.37 64.74 68.30 72.06 0035 Deputy Director of Public Wrks ME0035 65.56 69.17 72.98 76.99 81.22 0486 Detention Administrator ME0486 41.04 43.29 45.67 48.18 50.83 0039 Econ Development Proj Mgr ME0039 45.31 47.81 50.44 53.21 56.14 0580 Energy Project Manager ME0580 45.31 47.81 50.44 53.21 56.14 0474 Facilities, Devel &Conc Mgr ME0474 47.41 50.01 52.76 55.66 58.72 0050 Facilities Maint Supervisor ME0050 40.83 43.07 45.44 47.94 50.58 0879 Finance Manager-Accounting ME0879 51.34 54.16 57.15 60.29 63.60 0889 Finance Manager-Budget ME0889 51.34 54.16 57.15 60.29 63.60 0899 Finance Manager- Fiscal Services ME0899 51.34 54.16 57.15 60.29 63.60 0869 Finance Manager-Treasury ME0869 51.34 54.161 57.151 60.29 63.60 0131 Fire Medical Coordinator ME0131 40.40 42,631 44.981 47.451 50.07 0130 Fire Protection Analyst ME0130 40.40 42.631 44.981 47.451 50.07 Page 1 of 3 HB -271- Item 9. - 26 MEO SALARY SCHEDULE EFFECTIVE 9-27-14 SALARY SCHEDULE REVISED PER RESOLUTION 2014- APPROVED ON 11-17-2014 R Job.No D VI, E P .1(009'kriptildn B WX ak "k 0590 Fleet Operations Supervisor ME0590 40.83 43.07 45.44 47.94 50.58 0581 General Services Manager ME0581 55.06 58.091 61.28 64.65 68.20 0498 GIS Manager ME0498 52.64 55.54 58..58 61.81 65.21 0043 Housing Manager ME0043 52.11 54.98 58.00 61.19 64.55 0006 Human Resources Manager ME0006 54.24 57.22 60.36 63.69 67.19 0489 Info Syst Communications Mgr ME0489 52.64 55.54 58.58 61.81 65.21- 0200 Info Syst Computer Ops Manager ME0200 52.64 .55.54 58.58 61.81 65.21 0038 Info Systems Manager ME0038 56.73 59.85 63.15 66.62 70.28 0075 Inspection Manager ME0075 50.56 53.35 56.28 59.38 62.65 0073 Inspection Supervisor ME0073 43.13 45.50 48.00 50.64 53.42 0251 Investigator ME0251 35.13 37.07 39.11 41.26 43.53 0158 Landscape Architect ME0158 40.40 42.63 44.98 47.45 50.07 0049 Landscape Maint Supervisor M E0049 40.83 43.07 45.44 47.94 50.58 0095 Law Office Manager ME0095 35.67 37.63 39.71 41.89 44.19 0572 Liability Claims Coordinator ME0572 36.93 38.96 41.11 43.38 45.76 0030 Maintenance Operations Mgr ME0030 55.06 58.09 61.28 64.65 68.20 0032 Marine Safety Division Chief ME0032 52.37 55.25 58.29 61.49 64.88 0048 Mechanical Maint Supervisor ME0048 40.83 43.07 45.44 47.94 50.58 0441 Neighbrhd Preservtion Prog Mgr ME0441 50.07 52.82 55.73 58.80 62.03 0490 Network Systems Administrator ME0490 47.16 49.75 52.49 55.38 58.43 0443 Payroll Systems Analyst ME0443 43.13 45.50 48.00 50.64 53.42 0098 Permit& Plan Check Manager ME0098 57.29 60.45 63.77 67.27 70.981 0209 Permit&Plan Check Supervisor ME0209 40.62 42.85 45.21 47.70 50.321 0453 Personnel Analyst ME0453 35.49 37.44 39.50 41.67 43.97 0060 Personnel Analyst Principal M E0060 44.43 46.87 49.45 52.17 55.04 0464 Personnel Analyst Senior ME0464 40.40 42.63 44.98 47.45 50.07 0099 Plan Check Engineer ME0099 1 48.36 51.02 53.82 56.79 59.91 0444 Planning Manager ME0444 52.64 55.54 58.58 61.81 65.21 0594 Police Admin Services Manager ME0594 45.78 48.30 50.95 53.76 56.71 0022 Police Communications Manager ME0022 41.04 43.29 45.67 48.18 50.83 0094 Police Records Administrator ME0094 41.04 43.29 45.67 48.18 50.83 0028 Principal Accountant ME0028 41.85 44.16 46.58 49.15 51.84 0096 Principal Civil Engineer ME0096 54.79 57.80 60.98 64.33 67.87 0072 Principal Electrical Inspector ME0072 39.23 41.39 43.66 46.07 48.60 0076 Principal Inspector Plb/Mech ME0076 39.23 41.39 43.66 46.07 48.60 0482 Principal Librarian ME0482 39.03 21.18 43.44 45.83 48.35 0074 Principal Planner ME0074 50.07 52.82 55.73 58.80 62.03 0579 Project Manager ME0579 45.31 47.81 50.44 53.21 56.14 0037 Project Manager Assistant ME0037 38.83 40.96 43.22 45.60 48.111 0496 Public Safety Systems Manager ME0496 53.43 56.37 59.47 62.74 66.191 0497 Public Safety Systems Supv ME0497 51.60 54.44 57.43 60.58 63.92 0083 Purchasing&Central Svcs Mgr ME0083 44.66 47.11 49.71 52.44 55.31 0839 Real Estate& Project Manager M E0839 45.31 47.81, 50.44 53.21 56.14 9993 Real PFepeFty AgQnt ME0092 4r:, 31 47 R1 1 -50.44 %1 ;111 56 14 0054 Risk Manager ME0054 52.11 54.981 58.001 61.19 64551 Page 2 of 3 Item 9. - 27 HB -272- MEO SALARY SCHEDULE EFFECTIVE 9-27-14 SALARY SCHEDULE REVISED PER RESOLUTION 2014- APPROVED ON 11-17-2014 Job Mo T a N IRM 5 "IF 1 ,job Description P Grade" -31 `0 0519 Safety/Loss Prevention Analyst ME0519 40.40 42.63 44.98 47.45 50.07 0069 Senior Civil Engineer ME0069 46.25 48.791 51.47 54.30 57.28 0484 Senior Deputy City Attorney M E0484 60.24 63.55 67.04 70.72 74.62 0499 Senior Info Systems Analyst ME0499 46.93 49.52 52.24 55.11 58.14 0077 Senior Librarian ME0077 33.60 35.45 37.40 39.45 41.62 0036 Senior Planner ME0036 45.311 47.81 50.44 53.21 56.14 0046 Senior Recreation Supervisor ME0046 38.26 40.36 42.58 44.92 47.39 0575 Senior Sprvsr Cultural Affairs ME0575 38.26 40.36 42.58 44.92 47.39 0578 Senior Sprvsr Human Services ME0578 38.26 40.36 42.58 44.92 47.39 0034 Senior Traffic Engineer ME0034 46.25 48.79 51.47 54.30 57.28 0457 Special Events Coordinator ME0457 32.29 34.07 35.94 37.92 40.00 0488 Street Maint Supervisor ME0488 40.83 43.07 45.44 47.94 50.58 0473 Supervisor, Dev& Petro-Chem ME0473 41.23 43.49 45.89 48.41 51.08 0133 Supervisor, Prkng&Crnping Fac ME0133 38.26 40.36 42.58 44.92 47.39 0033 Transportation Manager ME0033 57.01 60.14 63.45 66.94 70.63 0051 Tree Maintenance Supervisor ME0051 40.83 43.07 45.44 47.94 50.58 0483 Utilities Manager ME0483 56.16 59.25 62.51 65.95 69.58 0487 Wastewater Supervisor ME0487 40.83 43.07 45.44 47.94 50.58 0052 lWater Distribution Supervisor ME0052 40.831 43.071 45.44 47.941 50.58 0053 lWater Production Supervisor I ME0053 1 40.831 43.071 45.44 47.941 50.58 Page 3 of 3 HB -273- Item 9. - 28 ATTACHMENT #3 CITY OF HUNTINGTON BEACH : . INTER-DEPARTMENTAL COMMUNICATION :; Y HUMAN RESOURCES TO: PERSONNEL COMMISSION FROM: MICHELE WARREN, DIRECTOR OF HUMAN RESOURCES AA/ SUBJECT: REVISIONS TO REAL PROPERTY AGENT JOB CLASSIFICATION DATE: OCTOBER 15, 2014 The Real Property Agent is a classification within the Office of Business Development. The job classification is represented by the Management Employees Organization (MEO). A change in title to Real Estate and Project Manager and the proposed modifications to the job classification are recommended to: 1) reflect a job title that more accurately identifies the work performed 2) update the job duties and minimum qualifications and applicable professional certificates 3) incorporate language regarding participation in the DMV Employer Pull Notice program for those required to drive in the course and scope of work and 4) include language stating the obligation as a City employee to work as a Disaster Service Worker when required. The current pay grade remains the same. The recommended changes will update the job classification to better reflect present-day requirements but are not materially sufficient to change the fundamental nature of the work performed, nor the assigned pay grade. The recommendation presented is based upon the Department's input and the meet and confer process with MEO. At this time, staff requests the Personnel Commission approves the recommended changes in accordance with Personnel Rule 12 regarding amendments to the City's Classification Plan. STAFF RECOMMENDATION Current Job Class Title: Real Property Agent Proposed Actions: 1) Re-title to Real Estate and Project Manager 2) Update job duties and minimum qualifications Affected Employees: Duran Villegas Recommendation: Approve the amendment to the City's Classification Plan Attachment: Proposed Real Estate and Project Manager Job Class Specification Cc: Kellee Fritzal, Deputy Director of Economic Development Tom Graham, President,MEO Item 9. - 29 HB -274- CITY OF HUNTINGTON BEACH INTER-DEPARTMENTAL COMMUNICATION HUMAN RESOURCES TO: PERSONNEL COMMISSION FROM: MICHELE WARREN, DIRECTOR OF HUMAN RESOURCES AW SUBJECT: REVISIONS TO DEPUTY CITY TREASURER (MEO) JOB CLASS DATE: OCTOBER 15, 2014 The Finance Department, is seeking to amend the City's Classification Plan with the re-titling of a Deputy City Treasurer(MEO) position to Finance Manager—Treasury. The re-titling of the position to Finance Manager — Treasury is recommended to 1) more accurately reflect (by title) the duties performed in the job related to Finance Department operations 2) update the minimum qualifications and applicable professional certificates 3) incorporate language regarding participation in the DMV Employer Pull Notice program for those required to drive in the course and scope of work and 4) include language stating the obligation as a City employee to work as a Disaster Service Worker when required. The current pay grade remains the same. Personnel Rule 12-1, reads: Every position in the competitive service shall be assigned to the appropriate range and pay plan in the pay structure. The assignment of a position to a classification shall be determined by the following criteria: (a) Sufficiently similar in duties and responsibilities that the same descriptive title may be used. (b) Substantially the same requirements as to education, experience, knowledge, skills and ability are demanded of applicants. (c) Substantially the same test of fitness may be used in choosing qualified applicants. (d) The same schedule of compensation can be made to apply with equity. Presently, the Finance Department has two Deputy City Treasurer (MEO) positions. One position is assigned to treasury operations, overseeing the Cashiering and Collection Services Division, and is responsible for receiving, depositing, and collecting all taxes, assessments, fees and other revenues on behalf of the City. The incumbent has been performing these duties since date of appointment and continues since the work was transferred to the Finance Department via modification of the Municipal Code in 2011; however, the title of the position was not changed at that time. The proposed title more accurately reflects the transfer in oversight to the Finance Department. HB -275- Item 9. - 30 The proposed classification specification was reviewed by the Finance and Human Resources Departments. The City and MEO have met and conferred regarding the changes to this classification. The recommendation presented is based upon the department's input and the meet and confer process. At this time, staff requests the Personnel Commission approve the recommendation in accordance with Personnel Rule 12 regarding amendments to the City's Classification Plan. STAFF RECOMMENDATION Current Job Class Title: Deputy City Treasurer (MEO) Proposed Actions: 1) Re-title to Finance Manager—Treasury 2) Update the classification specification Affected Employee: Joyce Zacks Recommendation: Approve the amendment to the City's Classification Plan Attachment: Finance Manager—Treasury Class Specification Cc: Lori Ann Farrell, Finance Director Tom Graham, President, MEO Item 9. - 31 HB -276- CITY OF HUNTINGTON BEACH INTER-DEPARTMENTAL COMMUNICATION xV HUMAN RESOURCES TO: PERSONNEL COMMISSION FROM: MICHELE WARREN, DIRECTOR OF HUMAN RESOURCES/ / SUBJECT: REVISIONS TO DEPUTY CITY TREASURER (MEO) JOB CLASS DATE: OCTOBER 15, 2014 The Finance Department, is seeking to amend the City's Classification Plan with the re-titling of a Deputy City Treasurer (MEO) position to Finance Manager— Fiscal Services. The re-titling of the position to Finance Manager — Fiscal Services is recommended to 1) more accurately document the duties performed in the job 2) update the minimum qualifications and applicable professional certificates 3) incorporate language regarding participation in the DMV Employer Pull Notice program for those required to drive in the course and scope of work and 4) include language stating the obligation as a City employee to work as a Disaster Service Worker when required. The current pay grade remains the same. Personnel Rule 12-1, reads: Every position in the competitive service shall be assigned to the appropriate range and pay plan in the pay structure. The assignment of a position to a classification shall be determined by the following criteria: (a) Sufficiently similar in duties and responsibilities that the same descriptive title may be used. (b) Substantially the same requirements as to education, experience, knowledge, skills and ability are demanded of applicants. (c) Substantially the same test of fitness may be used in choosing qualified applicants. (d) The same schedule of compensation can be made to apply with equity. Presently, the Finance Department has two Deputy City Treasurer (MEO) positions. One position is responsible for the Fiscal Services Division, including the coordination for the e list of purchase of goods and services, the competitive bidding process maintaining th qualified vendors, managing the procurement card, leasing, equipment replacement, professional services, fuel management and copy machine programs. In addition, the incumbent manages the processing of all municipal services start-ups and disconnections (e.g., water, sewer, etc) and responds to billing questions on the municipal services statements that include water, refuse, sewer, and utility tax. The division also licenses all individuals or companies doing business in the city in accordance with Huntington Beach Municipal Code, and may issue permits on behalf of other city departments. The incumbent has been performing these duties since a reorganization of the City Treasurer's Office in 2006; however, the title of the position was not changed to more accurately reflect the work duties. The incumbent uses HB -277- Item 9. - 32 the working title of Fiscal Services Manager which effectively describes the work being performed. The existing job classification specification was reviewed by the Finance and Human Resources Departments. The City and MEO have met and conferred regarding the changes to this classification. The recommendation presented is based upon the department's input and the meet and confer process. At this time, staff requests the Personnel Commission approve the recommendation in accordance with Personnel Rule 12 regarding amendments to the City's Classification Plan. STAFF RECOMMENDATION Current Job Class Title: Deputy City Treasurer(MEO) Proposed Actions: 1) Re-title to Finance Manager— Fiscal Services 2) Update the classification specification Affected Employee: James Slobojan Recommendation: Approve the amendment to the City's Classification Plan Attachment: Finance Manager— Fiscal Services Class Specification Cc: Lori Ann Farrell, Finance Director Tom Graham, President, MEO Item 9. - 33 HB -278- s.: CITY OF HUNTINGTON BEACH INTER-DEPARTMENTAL COMMUNICATION HUMAN RESOURCES TO: PERSONNEL COMMISSION FROM: MICHELE WARREN, DIRECTOR OF HUMAN RESOURCES Al SUBJECT: REVISIONS TO ACCOUNTING MANAGER JOB CLASS DATE: OCTOBER 15, 2014 The Finance Department, is seeking to amend the City's Classification Plan with the re-titling of the Budget Manager job classification to Finance Manager—Accounting. The re-titling of the position to Finance Manager — Accounting is recommended to 1) more accurately document the duties performed in the job 2) update the minimum qualifications and applicable professional certificates 3) incorporate language regarding participation in the DMV Employer Pull Notice program for those required to drive in the course and scope of work 4) include language stating the obligation as a City employee to work as a Disaster Service Worker when required and 5) align the pay grade with comparable managerial positions in the department. Personnel Rule 12-1, reads: Every position in the competitive service shall be assigned to the appropriate range and pay plan in the pay structure. The assignment of a position to a classification shall be determined by the following criteria: (a) Sufficiently similar in duties and responsibilities that the same descriptive title may be used. (b) Substantially the same requirements as to education, experience, knowledge, skills and ability are demanded of applicants. (c) Substantially the same test of fitness may be used in choosing qualified applicants. (d) The same schedule of compensation can be made to apply with equity. The Accounting Manager position was created in 2006 as part of a reorganization plan to improve the functional and operational design, performance of services, and level and scope of department service requirements with respect to general accounting operations. Presently, the Finance Department has four divisions: Accounting Services, Budget Management, Fiscal Services, and Cashiering & Collections Services. Each Division is headed by a Manager who reports to the department head. Each function requires specific financial expertise; however, the education and experience for all the positions are substantially the same. Therefore, it is appropriate to establish one title, with a specific designation for all four managers, and for all of the classifications to have the same schedule of compensation. FIB -279- Item 9. - 34 The existing job classification specification was reviewed by the Finance and Human Resources Departments. The City and MEO have met and conferred regarding the changes to this classification. The recommendation presented is based upon the department's input and the meet and confer process. At this time, staff requests the Personnel Commission approve the recommendation in accordance with Personnel Rule 12 regarding amendments to the City's Classification Plan. STAFF RECOMMENDATION Current Job Class Title: Accounting Manager Proposed Actions: 1) Re-title to Finance Manager—Accounting 2) Update the classification specification 3) Align the compensation with comparable classifications Affected Employee: Dahle Bulosan Recommendation: Approve the amendment to the City's Classification Plan Attachment: Finance Manager—Accounting Class Specification Cc: Lori Ann Farrell, Finance Director Tom Graham, President, MEO 2 Item 9. - 35 KB -20- CITY OF HUNTINGTON BEACH INTER-DEPARTMENTAL COMMUNICATION HUMAN RESOURCES TO: PERSONNEL COMMISSION FROM: MICHELE WARREN, DIRECTOR OF HUMAN RESOURCES AW SUBJECT: REVISIONS TO BUDGET MANAGER JOB CLASS DATE: OCTOBER 15, 2014 The Finance Department, is seeking to amend the City's Classification Plan with the re-titling of the Budget Manager job classification to Finance Manager— Budget. The re-titling of the position to Finance Manager — Budget is recommended to 1) more accurately document the duties performed in the job 2) update the minimum qualifications and applicable professional certificates 3) incorporate language regarding participation in the DMV Employer Pull Notice program for those required to drive in the course and scope of work 4) include language stating the obligation as a City employee to work as a Disaster Service Worker when required and 5) align the pay grade with comparable managerial positions in the department. Personnel Rule 12-1, reads: Every position in the competitive service shall be assigned to the appropriate range and pay plan in the pay structure. The assignment of a position to a classification shall be determined by the following criteria: (a) Sufficiently similar in duties and responsibilities that the same descriptive title may be used. (b) Substantially the same requirements as to education, experience, knowledge, skills and ability are demanded of applicants. (c) Substantially the same test of fitness may be used in choosing qualified applicants. (d) The same schedule of compensation can be made to apply with equity. The Budget Manager position was created in 2008 as part of a reorganization plan to improve the functional and operational design, performance of services, and level and scope of department service requirements with respect to its budgeting operations. Presently, the Finance Department has four divisions: Accounting Services, Budget Management, Fiscal Services, and Cashiering & Collections Services. Each Division is headed by a Manager who reports to the department head. Each function requires specific financial expertise; however, the education and experience for all the positions are substantially the same. Therefore, it is appropriate to establish one title, with a specific designation for all four managers, and for all of the classifications to have the same schedule of compensation. uB -281- Item 9. - 36 The existing job classification specification was reviewed by the Finance and Human Resources Departments. The City and MEO have met and conferred regarding the changes to this classification. The recommendation presented is based upon the department's input and the meet and confer process. At this time, staff requests the Personnel Commission approve the recommendation in accordance with Personnel Rule 12 regarding amendments to the City's Classification Plan. STAFF RECOMMENDATION Current Job Class Title: Budget Manager Proposed Actions: 1) Re-title to Finance Manager— Budget 2) Update the classification specification 3) Align the compensation with comparable classifications Affected Employee: Carol Molina-Espinoza Recommendation: Approve the amendment to the City's Classification Plan Attachment: Finance Manager— Budget Class Specification Cc: Lori Ann Farrell, Finance Director Tom Graham, President, MEO 2 Item 9. - 37 HB -282-