HomeMy WebLinkAboutResolution 2008-81 amending the City’s Classification Plan t I�I
Council/Agency Meeting Held: d� /S r
Deferred/Continued to:
0 Appr ved ❑ Conditionally Approved ❑ Denied i le k' ignatu
Council Meeting Date: 12/15/08 Department ID Number: HR 08-11
CITY OF HUNTINGTON BEACH
REQUEST FOR CITY COUNCIL ACTION
SUBMITTED TO: HONORABLE MAYOR AND TY COUNCI EMB S
SUBMITTED BY: FRED WILSON, CIT ADM PR
BY: MICHELE CARR, D ES
SUBJECT: ADOPT RESOLUTIO 008-81 REGARDING AN AMENDMENT
TO THE CITY'S C S ' IFICATION PLAN
=tat,,,,t:o:f Issue,Funding Source,Recommended ction,Alternative Action(s),Analysis,Environmental Status,Attachment(s)
Statement of Issue:
The City's Classification Plan requires amendment to incorporate changes considered and
approved by the Personnel Commission at their regularly scheduled meeting held November
19, 2008.
Funding Source:
Funding for the proposed position classification is included in the FY 2008-09 budget.
Recommended Action: Motion to:
Adopt Resolution No. 2008-81 , a Resolution of the City Council of the City of Huntington
Beach amending the City's Classification Plan by adding the job specification of Budget
Manager and establishing the compensation.
Alternative Action(s):
Reject amendment to the classification plan or reject proposed compensation. 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.
REQUEST FOR CITY COUNCIL ACTION
MEETING DATE: 12/15/08 DEPARTMENT ID NUMBER: HR 08-11
Analysis:
The Personnel Commission has considered and approved the following amendment to the
City's Classification Plan:
1. At the November 19, 2008 Personnel Commission meeting, staff proposed the
establishment of the new classification of BUDGET MANAGER. This position was
created due to a reorganization of a segment of the Budget and Research Division of
the Finance Department. The Department evaluated the functional and operational
design, performance of services, and level and scope of department service
requirements with respect to its budgeting operations. This reorganization places the
general oversight of the budget process at the appropriate level of BUDGET
MANAGER. The BUDGET MANAGER class specification is the appropriate class
required for the performance of the duties of this position. No new funds are required
in the FY 2008-09 budget as the current funding level is adequate to support this class
plan amendment. The recommended base salary range is $7,029 - $8,707 (Range
586), it is equivalent to other similarly situated management assignments within the
Finance Department. The City and MEO have met and conferred regarding the
recommended change to the impacted MEO classifications. The recommended
classification and compensation changes are a result of the establishment of this new
position and the meet and confer process. The Personnel Commission approved the
class plan modification, adding the class specification.
The approved recommended action is:
a) Add the job specification for the classification of BUDGET MANAGER and
establish compensation at pay range 586.
Strategic Plan Goal:
The recommendation to amend the City's Classification Plan as outlined above, is consistent
with Strategic Plan Goal C-2. The objective is to obtain an effective organizational structure
with appropriate classifications and compensation in order to deliver quality public services.
Environmental Status:
Not applicable
-2- 11/25/2008 5:37 PM
REQUEST FOR CITY COUNCIL ACTION
MEETING DATE: 12/15/08 DEPARTMENT ID NUMBER: FIR 08-11
Attachment(s):
City Cterk's
Page Nurinber No. Description
1. Resolution No. 2008-81
S ecification for Classification Exhibits A
2. Report to Personnel Commission— 11/19/08
-3- 11/25/2008 5:37 PM
ATTACHMENT #1
RESOLUTION NO. 2008-81
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
HUNTINGTON BEACH AMENDING THE CITY'S CLASSIFICATION
PLAN BY ADDING THE JOB SPECIFICATION OF BUDGET
MANAGER AND ESTABLISHING THE COMPENSATION
WHEREAS, the City Council of the City 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 public
hearings on November 19, 2008; and
The Commission voted to recommend to the City Council that the City's Classification
Plan be amended to include the classification of Budget Manager,
NOW, THEREFORE, the City Council .of the City of Huntington Beach does hereby
resolve that the Classification Plan be amended to add the job specification of Budget Manager
and establish compensation at Range 586 ($7,029 - $8,707) as set forth in Exhibit A which is
attached hereto and incorporated by this reference.
PASSED AND ADOPTED by the City Council of the City of Huntington Beach at a
regular meeting thereof held on the 15th day of December , 200 8
OOOOF
or
D PP E :
REVIEW APPROVED:
ctor o man sources
City A ni rator
APPROVED AS TO FORM:
Ci y Attorney My - , -,) -08
g/reso/budget mgr
Resolution No. 2008-81
EXHIBIT
Resolution No. 2008-81
3 CITY`OF H, NTINGTONBEACH ,� � � �F Su
h
CLASSSPECIFICATION� k
TITLE: BUDGET MANAGER
PERSONNEL COMMISSION APPROVAL: NOVEMBER 19, 2008
COUNCIL APPROVAL:
JOB CODE:
EMPLOYMENT STATUS: REGULAR FULL-TIME
UNIT REPRESENTATION: MEO
FLSA STATUS: EXEMPT
DUTIES SUMMARY
Plans, organizes and manages the activities of the budget function in the Finance
Department.
DISTINGUISHING CHARACTERISTICS
Under general administrative direction from the Finance Director; responsible for
overseeing the budget development process, budget audit and review, special projects,
budgeting records and financial information. This classification possesses advanced
knowledge of municipal budgeting, and exercises independent professional judgment in
establishing efficient and effective budgeting procedures consistent with City policy and
general governmental accounting principals and practices.
EXAMPLES OF ESSENTIAL DUTIES
Plan, prioritize, assign, supervise and evaluate the work of supervisory, professional
and administrative staff responsible for the development, analysis and evaluation of City
programs and budgets; manage the City's budget within the City's financial system;
direct and supervise staff in the review of budget proposals for assigned departments
and divisions; develop and implement policies and procedures regarding the budget
development process; direct the completion of complex financial analysis of proposed
budget and policy changes; direct the budget division regarding various city-wide
management and project teams related to organizational and/or budgetary issues; direct
and supervise staff involved in conducting productivity improvement studies, oversee
and approve cost-benefit analysis and recommendations; direct, design and conduct
training related to budget processes and procedures; develop and implement goals,
objectives, policies and priorities for the division; establish schedules and methods of
division operations; identify resource needs; implement policies and procedures; identify
and recommend opportunities for improving service delivery; direct the preparation of
highly complex periodic and special reports involving budget data, statistics,
expenditure reports and legal requirements; develop procedures and policies for
Page 1 of 3
Resolution No. 2008-81
CITY`OF.HUNTINGTOIV BEACH u i '
r.
CLASS SPECIF6CATION 10 �a-:,>
TITLE: BUDGET MANAGER
financial systems, required record-keeping and budgetary controls; supervise divisional
audits, procedures and policies; prepare and maintain assigned operating budget; act
as primary resource on budgetary accounting practices contained in the City's annual
budget.
Recommend modifications to budget procedures and processes; plan, organize and
implement CIP budgetary functions and maintain records of budget and CIP
transactions; Oversee the approval and modification of appropriations within the City's
financial system; prepare and present various budget-related resolutions, ordinances
and other documents required for action by Council; and, perform other related duties.
In the absence of the Finance Director, may act on an as-needed basis as assigned.
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.
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: Governmental accounting and auditing principles and practices; cost
accounting systems; budgeting; uses and limitations of electronic data utilized in City
accounting and budgeting systems; governmental financial audit principles, practices
and responsibilities; principles and practices of leadership and supervision; public
administration and office management policies and procedures.
Ability to: Supervise, train and evaluate the performance of professional, technical,
administrative, and clerical staff; communicate effectively, both in writing and verbally;
establish and maintain cooperative working relationships with those contacted in the
performance of duties.
Education: A Bachelor's degree in Accounting, Business Administration or a closely
related field. A Masters degree is desirable.
Experience: Five (5) years of increasingly responsible professional level governmental
accounting and/or budgeting 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.
Certifications/License: Due to the performance of field duties that may require
operation of a motor vehicle, a valid California driver's license and an acceptable driving
record may be required.
Page 2 of 3
Resolution No. 2008-81
W
Ri
M , ? Su pity
CITY OF HIJNTINGT,ONIBEA►CH
OV
OR
CLASS, SPECIFICATION FE ra :
TITLE: BUDGET MANAGER
PHYSICAL TASKS AND ENVIRONMENTAL CONDITIONS
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 is performed in a general office environment.
Requires the ability to operate, maneuver, and/or control the actions of equipment,
machinery, tools, and/or materials used in performing essential functions, such as
computer keyboards, calculators, copiers, and other office equipment.
Tasks involve the ability to exert light physical effort in sedentary to light work but which
may involve some lifting, carrying, pushing and/or pulling of objects and materials of
light weight (5-10 pounds). Tasks may involve extended periods of time at a computer
keyboard or work station. Reasonable accommodation(s) for an individual with a
qualified disability will be considered on a case-by-case basis.
Page 3 of 3
Res. No. 2008-81
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 an regular meeting thereof held on December 15, 2008
by the following vote:
AYES: Carchio, Dwyer, Green, Bohr, Coerper, Hardy, Hansen
NOES: None
ABSENT: None
ABSTAIN: None
Cit Clerk and ex-officio Verk of the
City Council of the City of
Huntington Beach, California
ATTACHMENT 2
CITY OF HUNTINGTON BEACH
INTER-DEPARTMENTAL COMMUNICATION
HUMAN RESOURCES
TO: PERSONNEL COMMISSION
FROM: MICHELE CARR, DIRECTOR OF HUMAN RESOURCES
SUBJECT: FINANCE DEPARTMENT REORGANIZATION — ESTABLISHMENT OF NEW
MANAGEMENT EMPLOYEES ORGANIZATION POSITION—BUDGET MANAGER
DATE: NOVEMBER 17, 2008
As part of a reorganization plan, the Finance Department evaluated the functional and operational design,
performance of services, and level and scope of department service requirements with respect to its
budgeting operations. Based upon the input of the department director, it has been determined that a
reorganization requiring the establishment of a new BUDGET MANAGER position is appropriate.
Presently, the Finance Department has five (5) operating divisions: Budget and Research, Administration,
Accounting Services, Fiscal Services and Central Services.
There is a divisional manager for Accounting Services, Fiscal Services and Central Services. The Administration
division reports directly to the Finance Director. Due to the nature and scope of services performed by the
Budget and Research division, direct managerial leadership is needed going forward. A re-alignment of the
services performed necessitates the department to reorganize.
Therefore, it is recommended the implementation of reorganization be accomplished by adopting the new
position classification of BUDGET MANAGER. The BUDGET MANAGER position will be equivalent to the
Accounting Manager position therefore it is recommended the compensation be set at the equivalent salary
range [R-586: $7,029- $8,707 per month].
The City and MEO have met and conferred regarding the establishment of this MEO classification. The
recommendation presented is based upon the department's input and the meet and confer process.
CLASSIFICATION RESULTS
Position Title Recommended Job Class Action
Budget Manager Budget Manager Adopt New Classification
Affected Employees:
N/A
At this time staff requests the Personnel Commission to approve staff's recommendations in accordance with
Personnel Rule 12 regarding amendments to the City's Classification Plan.
Recommendation:
Approve the newly established class specification and set the compensation as recommended.
Attachments: Job Description-Budget Manager
Cc: Kate Hoffman, MEO President
RCA ROUTING SHEET
INITIATING DEPARTMENT: HUMAN RESOURCES
SUBJECT: CLASS PLAN AMENDMENTS
COUNCIL MEETING DATE: December 15, 2008
RCA ATTACHMENTS STATUS
Ordinance (w/exhibits & legislative draft if applicable) Attached ❑
Not Applicable
Resolution (w/exhibits & legislative draft if applicable) Attached
Not Applicable ❑
Tract Map, Location Map and/or other Exhibits Attached ❑
Not Applicable
Contract/Agreement (w/exhibits if applicable) Attached ❑
(Signed in full by the City Attorney) Not Applicable
Subleases, Third Party Agreements, etc. Attached ❑
(Approved as to form by City Attorney) Not Applicable
Certificates of Insurance (Approved by the City Attorney) Attached ❑
Not Applicable
Fiscal Impact Statement (Unbudgeted, over $5,000) Attached ❑
Not Applicable
Bonds (If applicable) Notached El
t Applicable
Staff Report (If applicable) Attached ❑
Not Applicable ❑
Commission, Board or Committee Report (If applicable) Attached
Not Applicable ❑
Findings/Conditions for Approval and/or Denial Attached ❑
Not Applicable
EXPLANATION
RE!lIEUVED RETURNED PORWARDED
Administrative Staff ( ) )
Deputy City Administrator(Initial) ( ) )
City Administrator (Initial) ( ( )
City Clerk ( )
EXPLANATION FOR RETURN OF ITEM:
RCA Author: M. Carr