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RPVCCA_CC_SR_2015_03_03_05_FinaL_Class_CompCITY OFRAf ICHO PALOS VERDES MEMORANDUM TO: HONORABLE MAYOR &CITY COUNCIL MEMBERS FROM: SEAN M. ROBINSON, HUMAN RESOURCES MANAGE DATE: MARCH 3, 2015 SUBJECT: FINAL CLASSIFICATION & COMPENSATION STUDY REVIEWED: CAROLYNN PETRO, DEPUTY CITY MANAGE RECOMMENDATION Receive and file the final Classification & Compensation Study. BACKGROUND At its meeting on February 3, 2015, the City Council received the draft Classification and Compensation Study conducted by Koff & Associates. The City Council requested Koff & Associates provide additional analysis as it relates to the "Original - Tier I" or 2.5% @ 55 retirement formula of the Compensation portion of the study. Those results are presented herewith. DISCUSSION The primary methodology for comparing the City's retirement benefits, as initially analyzed by Koff & Associates, was by using the "Classic - Tier 2" benefit level, namely the CalPERS 2% at 60 formula, which is currently the highest level of benefit available to any incoming new employees. At the request of the City Council, Koff & Associates re-examined its analysis of the City's retirement benefits so that Council could also be presented with calculated retirement benefits for the "Original - Tier 1" benefit level. The current breakdown of full-time City employees' retirement benefit tiers is as follows: "Original - Tier 1" — 37 employees; "Classic - Tier 2" — 9 employees; and "New Member - Tier 3" or 2% at 62 — 10 employees. Both final documents are attached to this report, although the additional analysis of the "Tier 1" benefit level is included in the amended Volume II (Final Report of the Classification and Compensation Study — Compensation). 5-1 Final Classification & Compensation Study March 3, 2015 Page 2 of 2 CONCLUSION As discussed in previous Staff Reports, these documents prepared by Koff & Associates are provided for the City Council to utilize as tools by which the City may create and implement an equitable classification and compensation plan for its full-time and part-time employees. Attachments: - Final Report of the Classification and Compensation Study — Volume I — Classification (Page 3). 2 - Final Report of the Classification and Compensation Study — Volume 11— Compensation (Page 204). 5-2 KIG Final Report of the Classification and Compensation Study City of Rancho Palos Verdes Volume I — Classification March 2015 Koff & Associates y-7 Krammer Chief Executive Officer 6400 Hollis Street, Suite 5 Emeryville, CA 94608 www.koffassociates.com E: gkrammer@koffassociates.com P: 510.658.5633 T: 800.514.5195 F: 510.652.5633 January 20, 2015 Mr. Sean Robinson Human Resources Manager City of Rancho Palos Verdes 30940 Hawthorne Blvd. Rancho Palos Verdes, CA 90275 Dear Mr. Robinson: Koff & Associates is pleased to present the final classification and compensation report for the study of all positions at the City of Rancho Palos Verdes. Volume I documents the classification study process and provides analysis results and observations regarding the City's classification plan, allocation of individual positions for all City staff, and class specifications. Volume II, to be sent under separate cover, documents the market compensation survey, findings, and observations. This first volume incorporates a summary of the study's multi -step process, which included results of written Position Description Questionnaires, interviews with employees, and employee review and comments in the form of draft class descriptions, and class allocations. We would like to thank you and other City staff for your assistance and cooperation, without which this study could not have been brought to its successful completion. We will be glad to answer any questions or clarify any points as you are reviewing study results and findings, and to assist the City with formulating policies, philosophies, and implementation targets. It was a pleasure working with the City and we look forward to future opportunities to provide you with professional assistance. Very truly yours, �J,S� Y,;)aWkkk� Georg Krammer Chief Executive Officer 5-4 TABLE OF CONTENTS Page Background.....................................................................................1 Classification Study Goals...............................................................1 Classification Study Process...........................................................1 Classification Concepts...................................................................2 Classification Findings.....................................................................6 Maintaining the Classification Plan................................................10 Appendix I — Proposed Position Allocations Appendix II — Proposed Class Descriptions 5-5 BACKGROUND In July of 2014, the City of Rancho Palos Verdes contracted with Koff & Associates to conduct a classification and compensation study for all City staff. This study was precipitated by several factors: ➢ The concern of the City Council, management, and the employee groups that employees should be recognized for the level and scope of work performed and that they are paid on a fair and competitive basis that allows the City to recruit and retain a high-quality staff; ➢ To ensure that class descriptions reflect current programs, responsibilities, and technology; ➢ The desire to have a classification and compensation plan that can meet the needs of the City; and ➢ The desire to ensure that internal relationships of salaries are based upon objective, non -quantitative evaluation factors, resulting in equity across all City departments. A total of fifty-two (52) classifications were studied (including the City Manager and new classifications developed during the classification study). CLASSIFICATION STUDY GOALS The goals and objectives of the classification portion of the study were to: ➢ Obtain detailed information regarding each position through a variety of techniques, including written Position Description Questionnaires (PDQs) and interviews with employees and management; ➢ Prepare an updated classification plan, including proposed class descriptions and position allocations that recognizes the scope and level of the various classes and positions, and is perceived equitable by management and employees alike; ➢ Provide class descriptions and other documentation that includes information required for compliance with the Americans with Disabilities Act (ADA) and appropriate qualifications, including knowledge, skills, and other requirements that are job-related and meet other legal guidelines; and ➢ Provide sufficient documentation to allow the City to maintain the classification system on a regular basis. CLASSIFICATION STUDY PROCESS The classification study procedures were as follows: 5-6 y An initial meeting was held with City management to clarify study scope, objectives, processes, and deliverables. An orientation meeting was held to which all employees were invited, to meet consultant staff involved with the project, clarify study objectives and procedures, answer questions, and distribute the PDAs. ➢ After the PDQs were completed by employees and reviewed by supervisors and consultant staff, interviews were conducted with all employees and management. Following the analysis of the classification information gathered, draft class concepts, specifications, and position allocations were developed for management and employee review. After resolution of issues, wherever possible, including additional contacts with employees and management to gain details and clarification, appropriate modifications were made to the draft specifications and allocations and this final report was prepared. CLASSIFICATION CONCEPTS The Difference between Positions and Classifications "Position" and "Classification" are two terms that are often used interchangeably, but have very different meanings. As used in this report: A position is an assigned group of duties and responsibilities performed by one person. A position can be full-time, part-time, regular or temporary, filled or vacant. Often the word "job" is used in place of the word "position." A classification or class may contain only one position or may consist of a number of positions. When you have several positions assigned to one class, it means that the same title is appropriate for each position; that the scope, level, duties, and responsibilities of each position assigned to the class are sufficiently similar (but not identical) that the same core knowledge, skills, abilities, and other requirements are appropriate for all positions, and that the same salary range is equitable for all positions in the class. The description of a position often appears as a working desk manual, going into detail regarding work process steps, while a class description emphasizes the general scope and level of responsibilities, plus the knowledge, skills, abilities, and other requirements for successful performance. When positions are classified, the focus is on assigned job duties and the job related requirements for successful performance, not on individual employee capabilities or amount of work performed. Positions are thus evaluated and classified on the basis of such factors as knowledge, skills, and abilities required to perform the work, the complexity of the work, the City delegated to make decisions and take action, the responsibility for the work of others and/or for 5-7 budget expenditures, contacts with others (both inside and outside of the organization), and the impact of the position on the organization and working conditions. The Relationship of Classification and Compensation Classification and the description of the work and the requirements to perform the work are separate and distinct from determining the worth of that work in the labor market and to the organization. While establishing the appropriate compensation for the work of a class depends upon an understanding of what that work is and what it requires (as noted above), compensation levels are often influenced by two factors: ➢ The external labor market; and ➢ Internal relationships within the organization. Compensation findings and market data for the City are covered in Volume II of this report. The Purpose of Having a Classification Plan A position classification plan provides an appropriate basis for making a variety of human resources decisions such as the: ➢ Development of job-related recruitment and selection procedures; ➢ Clear and objective appraisal of employee performance; ➢ Development of training plans and succession planning; ➢ Design of an equitable and competitive salary structure; ➢ Organizational development and the management of change; and ➢ Provision of an equitable basis for discipline and other employee actions. In addition to providing this basis for various human resources management and process decisions, a position classification plan can also effectively support systems of administrative and fiscal control. Grouping of positions into an orderly classification system supports planning, budget analysis and preparation, and various other administrative functions. Within a position classification plan, job classifications can either be broad (containing a number of positions) or narrow (emphasizing individual job characteristics). Broad job classifications are indicated when: ➢ Employees can be hired with a broad spectrum of knowledge, skill, and/or academic preparation and can readily learn the details of the City, the department, and the position on-the-job; or ➢ There is a need for flexibility of the assignment within a department or an organization due to changing programs, technologies, or workload. Individualized job classifications are indicated when: ➢ There is an immediate need to recruit for specialty knowledge and skills; ➢ There is a minimum of time or capability for on-the-job training; or M• ➢ There is an organizational need to provide for specific job recognition and to highlight the differences between jobs. Most classification plans are a combination of these two sets of factors and we have chosen the middle ground in this study as being most practicable in the City's changing environment and service delivery expectations, as well as being in line with the City's strategic plan. This approach resulted in proposing to retitle one classification to more accurately reflect current responsibilities or use more contemporary titles (e.g., Staff Assistant to Office Technician 1/II); or to reclassify certain individuals into existing or entirely new classifications that more accurately reflect current responsibilities (e.g. Staff Assistant to Administrative Assistant). Detailed allocations are found in Appendix I of the report. Class Descriptions In developing the new and revised classification descriptions for all positions, the basic concepts outlined in the previous pages were utilized. The proposed class descriptions are included in Appendix II of this report. As mentioned earlier, the class descriptions are based upon the information from the written PDQs completed by each employee, the individual job audit interviews (if required), and from information provided by employees and managers during the review processes. These descriptions provide: ➢ A written summary documenting the work performed and/or proposed by the incumbents of these classifications; ➢ Distinctions among the classes; and ➢ Documentation of requirements and qualifications to assist in the recruitment and selection process. Just as there is a difference between a position and a class, there is also a difference between a position description and a class description. A position description, often known as a "desk manual", generally lists each duty an employee performs and may also have information about how to perform that duty. A class description normally reflects several positions and is a summary document that does not list each duty performed by every employee. The class description, which is intended to be broader, more general and informational, is intended to indicate the general scope and level of responsibility and requirements of the class, not detail - specific position responsibilities. The sections of each class description are as follows: Title: This should be brief and descriptive of the class and consistent with other titles in the classification plan and the occupational area. ➢ The title of a classification is normally used for organization, classification, and compensation purposes within the City. Often working titles are used within a department to differentiate an individual. All positions have a similar level of scope and responsibility; however, the working titles may give assurance to a member of the public that they are dealing with an appropriate individual. Working titles should 5-9 be authorized by Human Resources to ensure consistency within the City and across departmental lines. Definition: This provides a capsule description of the job and should give an indication of the type of supervision received, the scope and level of the work and any unusual or unique factors. The phrase "performs related work as required" is not meant to unfairly expand the scope of the work performed, but to acknowledge that jobs change and that not all duties are included in the class specification. Supervision Received and Exercised: This section specifies which class or classes provide supervision to the class being described and the type and level of work direction or supervision provided to this class. The section also specifies what type and level of work direction or supervision the class provides to other classes. This assists the reader in defining where the class "fits" in the organization and alludes to possible career advancement opportunities. Class Characteristics: This can be considered the "editorial" section of the specification, slightly expanding the Definition, clarifying the most important aspects of the class and distinguishing this class from the next higher-level in a class series or from a similar class in a different occupational series. Examples of Typical Job Functions: This section provides a list of the major and typical duties, intended to define the scope and level of the class and to support the Qualifications, including Knowledge and Skills. This list is meant to be illustrative only. It should be emphasized that the description is a summary document, and that duties change depending upon program requirements, technology, and organizational needs. Qualifications: This element of the description has several sections: ➢ A listing of the job-related knowledge and skills required to successfully perform the work. They must be related to the duties and responsibilities of the work and capable of being validated under the Equal Employment Opportunity Commission's Uniform Guidelines on Selection Procedures. Knowledge (intellectual comprehension) and Skills (acquired proficiency) should be sufficiently detailed to provide the basis for selection of qualified employees. ➢ A listing of educational and experience requirements that outline minimum and alternative ways of gaining the knowledge and skills required for entrance into the selection process. These elements are used as the basic screening technique for job applicants. ➢ Licenses and/or certifications identify those specifically required in order to perform the work. These certifications are often required by an agency of higher jurisdiction than the City (i.e., the State), and can therefore be appropriately included as requirements. Physical Demands: This section identifies the basic physical abilities required for performance of the work. These are not presented in great detail (although they are more 5-10 specifically covered for documentation purposes in the PDQs) but are designed to indicate the type of pre-employment physical examination (lifting requirements and other unusual characteristics are included, such as "finger dexterity needed to access, enter, and retrieve data using a computer keyboard") and to provide an initial basis for determining reasonable accommodation for ADA purposes. Working Conditions: These can describe certain outside influences and circumstances under which a job is performed; they give employees or job applicants an idea of certain risks involved in the job and what type of protective gear may be necessary to perform the job. Examples are loud noise levels, cold and/or hot temperatures, vibration, confining workspace, chemicals, mechanical and/or electrical hazards, and other job conditions. CLASSIFICATION FINDINGS AND PROPOSED CHANGES All class descriptions were updated in order to ensure that the format is consistent, and that the duties and responsibilities are current and properly reflect the required knowledge, abilities, and skills. Retitling of Classifications One change in the classification plan, as noted above, was the title change for eleven (11) classifications. Current Class Title Proposed Class Title Administrative Staff Assistant Administrative Assistant Associate Engineer Civil Engineer Executive Staff Assistant Executive Assistant Human Resources Manager Human Resources and Risk Manager Lead Worker Senior Public Works Maintenance Worker Maintenance Worker Public Works Maintenance Worker II Recreation Services Manager Deputy Director of Recreation and Parks Senior Accounting Technician Accounting Technician 11 Senior Engineer Senior Civil Engineer Staff Assistant I/Part Time Office Technician II — Part-time Staff Assistant II Office Technician II Title changes are proposed to more clearly reflect the level and scope being performed, as well as establish consistency with the labor market and industry standards. Any compensation changes are not dependent upon a new title, but upon the market value as defined by job scope, level and responsibilities, and the qualifications required for successful job performance. All position allocations in are contained in Appendix I and class descriptions are included in Appendix II of this report. Reclassification of Classifications The study resulted in three (3) position being reclassified, as noted in the table below. 5-11 Current Class Title Proposed Class Title Human Resources Intern Human Resources Analyst Staff Assistant / Full Time Administrative Assistant Maintenance Worker II Facilities Technician New Classifications Six (6) descriptions were developed for which there is no current incumbent, to address the needs and future growth of the City. These descriptions are: ➢ Accounting Technician I ➢ Administrative Analyst I ➢ Building Inspector 11 ➢ Office Technician I ➢ Senior Accountant ➢ Recreation Program Supervisor I Exemption Status One of the major components of the job analysis and classification review is the determination of each classification's appropriate Fair Labor Standards Act (FLSA) status, i.e., exempt vs. non-exempt from the FLSA overtime rules and regulations. As we review position description questionnaires and notes from the interviews, we analyze each classification's essential functions to determine FLSA status. There are three (3) levels for the determination of the appropriate FLSA status that are utilized and on which to base FLSA determinations. Below are the steps used for the determination of Exempt FLSA status. Salary Basis Test — The incumbents in a classification are paid at least $455 per week ($23,660 per year), not subject to reduction due to variations in quantity/quality of work performed. Note: computer professionals' salary minimum is defined in hourly terms as $27.63 per hour. Exemption Applicability — The incumbents in a classification perform any of the following types of jobs: Executive: Employee whose primary duty is to manage the business or a recognized department/entity and who customarily directs the work of two or more employees. This also includes individuals who hire, fire, or make recommendations that carry particular weight regarding employment status. Examples: executive, director, owner, manager, supervisor. Administrative: Employee whose primary activities are performing office work or non - manual work on matters of significance relating to the management or business operations of the firm or its customers and which require the exercise of discretion and independent judgment. Examples: coordinator, administrator, analyst, accountant. 5-12 ➢ Professional: Employee who primarily performs work requiring advanced knowledge/education and which includes consistent exercise of discretion and independent judgment. The advanced knowledge must be in a field of science or learning acquired in a prolonged course of specialized intellectual instruction. Examples: attorney, physician, statistician, architect, biologist, pharmacist, engineer, teacher. ➢ Computer professional: Employee who primarily performs work as a computer systems analyst, programmer, software engineer or similarly skilled work in the computer field performing a) application of systems analysis techniques and procedures, including consulting with users to determine hardware, software, or system functional specifications; b) design, development, documentation, analysis, creation, testing, or modification of computer systems or programs, including prototypes, based on and related to user or system design specification; or c) design, documentation, testing, creation or modification of computer programs based on and related to user or system design specifications; or a combination of the duties described above, the performance of which requires the same level of skills. Examples: system analyst, database analyst, network architect, software engineer, programmer. Job Analysis — A thorough job analysis of the job duties must be performed to determine exempt status. An exempt position must pass both the salary basis and duties tests. The job analysis should include: ➢ Review of the minimum qualifications established for the job; ➢ Review of prior class descriptions, questionnaires, and related documentation; ➢ Confirmation of duty accuracy with management; and ➢ Review and analysis of workflow, organizational relationships, policies, and other available organizational data. Non-exempt positions work within detailed and well-defined sets of rules and regulations, policies, procedures, and practices that must be followed when making decisions. Although the knowledge base required to perform the work may be significant, the framework within which incumbents work is fairly restrictive and finite. (Please note that FLSA does not allow for the consideration of workload and scheduling when it comes to exemption status). Finally, often times a position performs both non-exempt and exempt duties, so we analyze time spent on each type of duties. If a classification performs mostly non-exempt duties (i.e. more than 50% of time), then the classification would be considered non-exempt. Based on our expert analysis and what we typically see in other agencies, as a best practice, the FLSA status of the City's classifications should be as follows (i.e., all positions allocated to the classification have the same exemption status): Classification Recommended FLSA Status Account Clerk Non -Exempt Accountant Non -Exempt Accounting Manager Exempt Accounting Technician I Non -Exempt 5-13 Accounting Technician II Non -Exempt Classification Recommended FLSA Status Administrative Analyst I Non -Exempt Administrative Analyst I Non -Exempt Administrative Analyst 11 Non -Exempt Administrative Assistant Non -Exempt Assistant Engineer Non -Exempt Assistant Planner Non -Exempt Associate Planner Non -Exempt Building Inspector I Non -Exempt Building Inspector 11 Non -Exempt Building Official Exempt City Clerk Exempt City Manager Exempt Civil Engineer Exempt Code Enforcement Officer Non -Exempt Deputy City Clerk Non -Exempt Deputy City Manager Exempt Deputy Director of Community Development Exempt Deputy Director of Finance Exempt Deputy Director of Public Works Exempt Deputy Director of Recreation and Parks Exempt Director of Community Development Exempt Director of Finance Exempt Director of Public Works Exempt Director of Recreation and Parks Exempt Executive Assistant Non -Exempt Facilities Technician Non -Exempt Human Resources Analyst Non -Exempt Human Resources and Risk Manager Exempt Information Technology Manager Exempt Office Technician I Non -Exempt Office Technician 11 Non -Exempt Permit Technician Non -Exempt Planning Technician Non -Exempt Principal Engineer Exempt Principal Planner Exempt Public Works Maintenance Superintendent Exempt Public Works Maintenance Worker I Non -Exempt Public Works Maintenance Worker 11 Non -Exempt Recreation Program Supervisor I Exempt Recreation Program Supervisor 11 Exempt Recreation Services Leader I Non -Exempt Recreation Services Leader II Non -Exempt Recreation Specialist Non -Exempt Senior Accountant Exempt Senior Administrative Analyst Exempt Senior Civil Engineer Exempt Senior Planner Exempt Senior Public Works Maintenance Worker Non -Exempt 5-14 MAINTAINING THE CLASSIFICATION PLAN A classification plan is not a stable, unchanging entity. Positions may grow and change depending upon technology, service delivery requirements, and a number of other factors. As mentioned above, a "snapshot in time" may become outdated quickly in some areas. We are therefore including this final section to this report, which will assist the City in identifying appropriate placement of new and/or realigned positions within the recommended classification structure. By utilizing this process, the City will be able to change and grow the organization while maintaining the classification structure. In considering whether a position should be placed in a higher/lower classification or where a new classification should be placed within the plan, the following factors should be examined. Although they are not quantified, as requests for reclassification occur, each of the following factors should be addressed. These will provide guidance for maintenance of the classification and compensation plans. 1. Type and Level of Knowledge and Skill Required This factor defines the level of job knowledge and skill, including those attained by formal education, technical training, on -the job experience, and required certification or professional registration. The varying levels are as follows: A. The basic or entry-level into any occupational field This entry-level knowledge may be attained by obtaining a high school diploma, completing specific technical course work, or obtaining a four-year or advanced college or university degree. B. The experienced or journey -level in any occupational field This knowledge and skill level recognizes a class that is expected to perform the day-to- day functions of the work independently, but with guidelines (written or oral) and supervisory assistance available. This level of knowledge is sufficient to provide on-the- job instruction to a fellow employee or an assistant when functioning in a lead capacity. Certifications may be required for demonstrating possession of the required knowledge and skills. C. The advanced level in any occupational field This knowledge and skill level is applied in situations where an employee is required to perform or deal with virtually any job situation that may be encountered. Guidelines may be limited and creative problem solving may be involved. Supervisory knowledge and skills are considered in a separate factor and should not influence any assessment of this factor. D. Total mastery of one or more occupational fields This level normally requires an advanced level of college or university education and is normally found in a research, educational, or product development situation. 5-15 2. Supervisory/Management Responsibility This factor defines the supervisory and managerial responsibility, including short and long- range planning, budget development and administration, resource allocation, policy and procedure development, and direction of staff. A. No ongoing direction of programs or staff The employee is responsible for the performance of his or her own work and may provide side-by-side instruction to a co-worker. B. Lead direction of staff or program coordination The employee plans, assigns, directs, and reviews the work of staff performing similar work to that performed by the employee on a day-to-day basis. Training in work procedures is normally involved. If staff direction is not involved, the employee must have responsibility for independently coordinating one or more programs or projects on a regular basis. C. Full first-line supervisor The employee performs the supervisory duties listed above, and, in addition, makes effective recommendation and/or carries out selection, performance evaluation, and disciplinary procedures. If staff supervision is not involved, the employee must have programmatic responsibility, including development and implementing goals, objectives, policies and procedures, and budget development and administration. D. First full managerial level The employee is considered mid -management, often supervising through subordinate levels of supervision. In addition to the responsibilities outlined above, responsibilities include allocating staff and budget resources among competing demands and performing significant program and service delivery planning and evaluation. Normally, this level would be titled a program or division manager. E. Department managerial level The employee is the director of a specified department, normally reporting to the Chief Executive Officer (i.e. City Manager). F. Chief Executive Officer level The employee has total administrative responsibility for the City. 3. Supervision Received A. Direct Supervision Direct supervision is usually received by entry-level employees and trainees, i.e., employees who are new to the organization and/or position they are filling. Initially under close supervision, incumbents with basic related experience learn to perform the routine tasks and activities of the assigned classification. As experience is gained, assignments become more varied and are performed with greater independence. Positions receiving direct supervision usually perform most of the duties required of the positions at the next 5-16 higher level (i.e., the journey -level in a class series), but are not expected to function at the same skill level and usually exercise less independent discretion and judgment in matters related to work procedures and methods. Work is usually supervised while in progress and fits an established structure or pattern. Exceptions or changes in procedures are explained in detail as they arise. Since this class is often used as a training class, employees may have only limited or no directly related work experience. B. General Supervision General supervision is usually received by journey -level and experienced employees, i.e., employees who have been in a position for a period of time and have had the opportunity to be trained and learn most, if not all, duties and responsibilities of the assigned classification. Incumbents are cross -trained to perform the full range of technical work in all of the areas of assignment. Positions at this level are distinguished from the next lower level (i.e., the entry-level in a class series) by the performance of the full range of duties as assigned, working independently, and exercising judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. C. General Direction General direction is usually received by supervisory or managerial employees, or employees who are highly specialized and/or subject matter experts in a certain field, function, or program. Responsibilities include performing diverse, specialized, and complex work involving significant accountability and decision-making responsibility. The incumbent organizes and oversees day-to-day activities of a work unit, division, function, and/or program and is responsible for providing professional -level support to the next higher classification level (often a Department Head or other executive manager) in a variety of areas. Successful performance of the work requires an extensive professional background as well as skill in coordinating the assigned work with other functional areas, work units, divisions, departments, and/or outside agencies. This class is often distinguished from the next higher classification level in that the latter has overall responsibility for all functions of the assigned department or division and for developing, implementing, and interpreting public policy. D. Administrative Direction Administrative direction is usually received by department heads or other executive management classifications. The class' work provides for a wide variety of independent decision-making, within legal and general policy and regulatory guidelines. The class itself often exercises general direction and supervision over other management, supervisory, professional, technical, and administrative support staff through subordinate levels of supervision and oversees, directs, and participates in all activities of the assigned department or work section, including short- and long-term planning, development, and administration. This class often provides assistance to the chief executive officer of the organization in a variety of administrative, coordinative, analytical, and liaison capacities. Successful performance of the work requires knowledge of public policy, municipal functions and activities, including the role of the elected governing body, and the ability to develop, oversee, and implement projects and programs in a variety of areas. Responsibilities include coordinating the activities of the 5-17 assigned department or work section with those of other departments and outside agencies and managing and overseeing the complex and varied functions of the department. The incumbent is accountable for accomplishing departmental planning and operational goals and objectives and for furthering organizational goals and objectives within general policy guidelines. E. Policy Direction Policy direction is received by the organization's chief executive officer (City Manager) who is accountable to the governing body and responsible for enforcement of all codes and regulations, the conduct of all financial activities, and the efficient and economical performance of the organization's operations. 4. Problem Solving This factor involves analyzing, evaluating, reasoning and creative thinking requirements. In a work environment, not only the breadth and variety of problems are considered, but also guidelines, such as supervision, policies, procedures, laws, regulations, and standards available to the employee. A. Structured problem solving Work situations normally involve making choices among a limited number of alternatives that are clearly defined by policies and procedures. Supervision, either on-site or through a radio or telephone, is readily available. B. Independent, guided problem solving Work situations require making decisions among a variety of alternatives; however, policies, procedures, standards, and regulations guide the majority of the work. Supervision is generally available in unusual situations. C. Application of discriminating choices Work situations require searching for solutions and independently making choices among a wide variety of policies, procedures, laws, regulations, and standards. Interpretation and evaluation of the situation and available guidelines are required. D. Creative, evaluative, or analytical thinking Work situations require the analysis and application of organizational policies and goals, complex laws, and/or general business or ethical considerations. 5. City for Making Decisions and Taking Action This factor describes the degree to which employees have the freedom to take action within their job. The variety and frequency of action and decisions, the availability of policies, procedures, laws, and supervisory or managerial guidance, and the consequence or impact of such decisions are considered within this factor. A. Direct, limited work responsibility The employee is responsible for the successful performance of his or her own work with little latitude for discretion or decision-making. Direct supervision is readily available. 5-18 B. Decision-making within guidelines The employee is responsible for the successful performance of their own work, but able to prioritize and determine methods of work performance within general guidelines. Supervision is available, although the employee is expected to perform independently on a day-to-day basis. Emergency or unusual situations may occur, but are handled within procedures and rules. Impact of decisions is normally limited to the department or function to which assigned. C. Independent action with focus on work achieved The employee receives assignments in terms of long-term objectives, rather than day-to- day or weekly timeframes. Broad policies and procedures are provided, but the employee has latitude for choosing techniques and deploying staff and material resources. Impact of decisions may have significant department or City wide service delivery and/or budgetary impact. D. Decisions made within general policy or elected official guidance The employee is subject only to the policy guidance of elected officials and/or broad regulatory or legal constraints. The ultimate City for achieving the goals and objectives of the City are with this employee. 6. Interaction with Others This factor includes the nature and purpose of contacts with others, from simple exchanges of factual information to the negotiation of difficult issues. It also considers with whom the contacts are made, from co-workers and the public to elected or appointed public officials. A. Exchange of factual information The employee is expected to use ordinary business courtesy to exchange factual information with co-workers and the public. Strained situations may occasionally occur, but the responsibilities are normally not confrontational. B. Interpretation and explanation of policies and procedures The employee is required to interpret policies and procedures, apply and explain them and influence the public or others to abide by them. Problems may need to be defined and clarified and individuals contacted may be upset or unreasonable. Contacts may also be made with individuals at all levels throughout the City. C. Influencing individuals or groups The employee is required to interpret laws, policies, and procedures to individuals who may be confrontational or to deal with members of professional, business, community, or other groups or regulatory agencies as a representative of the City. D. Negotiation with organizations from a position of City The employee often deals with public officials, members of boards, councils, commissions, and others to provide policy direction, explain agency missions, and/or negotiate solutions to difficult problems. 5-19 7. Working Conditions/Physical Demands This factor includes specific physical, situational, and other factors that influence the employee's working situation. A. Normal office or similar setting The work is performed in a normal office or similar setting during regular office hours (occasional overtime may be required, but compensated for). Responsibilities include meeting standard deadlines, using office and related equipment, lifting materials weighing up to 25 pounds, and communicating with others in a generally non -stressful manner. B. Varied working conditions with some physical or emotional demands The work is normally performed indoors, but may have some exposure to noise, heat, weather, or other uncomfortable conditions. Stand-by, call back, or regular overtime may be required. The employee may have to meet frequent deadlines, work extended hours, and maintain attention to detail at a computer or other machinery, deal with difficult people, or regularly perform moderate physical activity. C. Difficult working conditions and/or physical demands The work has distinct and regular difficult demands. Shift work (24-7 or rotating) may be required; there may be exposure to hazardous materials or conditions; the employee may be subject to regular emergency callback and extended shifts; and/or the work may require extraordinary physical demands. Based on the above factors, in the maintenance of the classification plan when an employee is assigned an additional duty or responsibility and requests a change in classification, it is reasonable to ask: ➢ What additional knowledge and skills are required to perform the duty? ➢ How does one gain this additional knowledge and skills — through extended training, through a short-term seminar, through on-the-job experience? ➢ Does this duty or responsibility require new or additional supervisory responsibilities? ➢ Is there a greater variety of or are there more complex problems that need to be solved as a result of the new duty? ➢ Does the employee have to make a greater variety of or more difficult decisions as a result of this new duty? ➢ Are the impacts of decisions greater because of this new duty (effects on staff, budget, department or City-wide activities, and/or relations with other agencies)? ➢ Are guidelines, policies, and/or procedures provided to the employee for the performance of this new duty? ➢ Is the employee interacting with City workers, the public, or others differently as a result of this new assignment? ➢ Have the working or physical conditions of the job changed as a result of this new assignment? 5-20 Application of these factors by asking the appropriate questions will enable the City to maintain the classification and compensation system in a timely and consistent manner. Again, we want to thank the City for its time and cooperation in bringing this study to a successful conclusion. It has been a pleasure working with the City of Rancho Palos Verdes on this critical project. Please do not hesitate to contact us if we can provide any additional information or clarification regarding this report. Respectfully Submitted, Koff & Associates 1--M S U'� aukk"a"'�— Georg Krammer Chief Executive Officer 5-21 Appendix I Recommended Employee Allocations 5-22 Account Clerk Account Clerk No Change Non -Exempt Finance Accountant Accountant No Change Non -Exempt Finance Administrative Analyst II Administrative Analyst II No Change Non -Exempt Administration Administrative Analyst II Administrative Analyst II No Change Non -Exempt Parks & Recreation Administrative Staff Assistant Administrative Assistant Title Change Non -Exempt Community Development Assistant Engineer Assistant Engineer No Change Non -Exempt Public Works Assistant Planner Assistant Planner No Change Non -Exempt Community Development Associate Engineer Civil Engineer Title Change Exempt Public Works Associate Engineer Civil Engineer Title Change Exempt Public Works Associate Engineer Civil Engineer Title Change Exempt Public Works ]L Associate Planner Associate Planner No Change Non -Exempt Community Development Associate Planner Associate Planner No Change Non -Exempt Community Development Building Inspector I Building Inspector I No Change Non -Exempt Community Development Building Inspector I Building Inspector I No Change Non -Exempt Community Development Building Official Building Official No Change Exempt Community Development City Clerk City Clerk No Change Exempt Administration Code Enforcement Officer Code Enforcement Officer No Change Non -Exempt Community Development Code Enforcement Officer Code Enforcement Officer No Change Non -Exempt Community Development Deputy City Clerk Deputy City Clerk No Change Non -Exempt Administration Deputy City Manager Deputy City Manager No Change Exempt Administration Deputy Director Community Development Deputy Director Community Development No Change Exempt Community Development Deputy Director of Finance Deputy Director of Finance No Change Exempt Finance Deputy Director of Public Works Deputy Director of Public Works No Change Exempt Public Works Director of Community Development Director of Community Development No Change Exempt Community Development Director of Finance Director of Finance No Change Exempt Finance Director of Recreation and Parks Director of Recreation and Parks No Change Exempt Parks & Recreation Executive Staff Assistant Executive Assistant � Title Change Non -Exempt Administration Human Resources Intern Human Resources Analyst Reclassification Non -Exempt Administration Human Resources Manager Human Resources and Risk Manager Title Change Exempt Administration Information Technology Manager Information Technology Manager No Change Exempt Administration Lead Worker Senior Public Works Maintenance Worker Title Change Non -Exempt Public Works Maintenance Worker Public Works Maintenance Worker II Title Change Non -Exempt Public Works Maintenance Worker 11 Facilities Technician Reclassification Non -Exempt Public Works Permit Technician Permit Technician No Change Non -Exempt Community Development Permit Technician Permit Technician No Change Non -Exempt Community Development Permit Technician Permit Technician No Change Non -Exempt Community Development Permit Technician Permit Technician No Change Non -Exempt Public Works Planning Technician Planning Technician No Change Non -Exempt Community Development Public Works Director Director of Public Works No Change Exempt Public Works Recreation Leader I Recreation Leader I No Change Non -Exempt Parks & Recreation Recreation Leader I Recreation Leader I No Change Non -Exempt Parks & Recreation Recreation Leader 11 Recreation Leader 11 No Change Non -Exempt Parks & Recreation Recreation Leader II Recreation Leader 11 No Change Non -Exempt Parks & Recreation Recreation Leader 11 Recreation Leader 11 No Change Non -Exempt Parks & Recreation Recreation Leader II Recreation Leader 11 No Change Non -Exempt Parks & Recreation Recreation Leader 11 Recreation Leader 11 No Change Non -Exempt Parks & Recreation Recreation Program Supervisor 11 Recreation Program Supervisor II No Change Exempt Parks & Recreation Recreation Program Supervisor II Recreation Program Supervisor II No Change Exempt Parks & Recreation Recreation Services Manager Deputy Director of Recreation and Parks Title Change Exempt Parks & Recreation Recreation Specialist Recreation Specialist No Change Non -Exempt Parks & Recreation Recreation Specialist Recreation Specialist No Change Non -Exempt Parks & Recreation Recreation Specialist Recreation Specialist No Change Non -Exempt Parks & Recreation Senior Accounting Technician Accounting Technician II Title Change Non -Exempt Senior Administrative Analyst Senior Administrative Analyst No Change Exempt Administration Senior Administrative Analyst Senior Administrative Analyst No Change Exempt Administration Senior Administrative Analyst Senior Administrative Analyst No Change Exempt Finance Senior Administrative Analyst Senior Administrative Analyst No Change Exempt Parks & Recreation Senior Administrative Analyst Senior Administrative Analyst No Change Exempt Public Works Senior Administrative Analyst Senior Administrative Analyst No Change Exempt Public Works Senior Engineer Senior Civil Engineer No Change Exempt Public Works Senior Engineer Senior Civil Engineer No Change Exempt Public Works Senior Planner Senior Planner No Change Exempt Community Development Senior Planner Senior Planner No Change Exempt Community Development Senior Planner Senior Planner No Change Exempt Community Development Staff Assistant I/Part Time Office Technician 11 - Part-time Title Change Non -Exempt Parks & Recreation Staff Assistant II Office Technician II Title Change Non -Exempt Community Development Staff Assistant II / Full Time Administrative Assistant Reclassification Non -Exempt Administration 5-23 Appendix II Recommended Class Descriptions 5-24 ACCOUNT CLERK DEFINITION DATE FLSA: NON-EXEMPT Under direct supervision, performs a variety of routine technical and administrative accounting support duties in the preparation, maintenance, and processing of accounting records and transactions, including accounts payable, purchasing and general ledger; balances and maintains manual and computerized financial and accounting records; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives direct supervision from assigned supervisory or management staff. Exercises no direct supervision over staff. CLASS CHARACTERISTICS This is the entry-level class within the accounting support series. Initially under close supervision, incumbents with general administrative experience perform work in accounts receivable and accounts payable, in addition to performing a variety of record keeping, reconciliation, and account support activities. As knowledge and experience are gained, the work becomes broader in scope, assignments are more varied, and are performed under more general supervision. Employees in this class are distinguished from the Accounting Technician in that the latter performs more complex technical accounting support assignments requiring additional training and a higher level of technical skill. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the rights to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Performs a variety of routine administrative and technical account support duties related to accounts payable, accounts receivable, purchasing and/or department -specific technical account duties, including posting, balancing, adjusting, and maintaining manual and computerized account and financial records according to established policies and procedures. ➢ Verifies, posts, and records a variety of financial transactions, including expense reports, petty cash reimbursements, trust deposit payments, and transit token reimbursements. ➢ Prepares and maintains databases, records, and a variety of periodic and special financial, accounting and statistical reports; generates reports by computer and balances them appropriately. ➢ Enters and retrieves information and data using standard word processing and spreadsheet software, as well as accounting, financial, and other related electronic information systems specific to the department to which assigned. ➢ Maintains a variety of ledgers, registers, and journals according to established account policies and procedures; reconciles transactions and data as directed; records changes and resolves differences; maintains the accuracy of accounting and financial records. 5-25 ➢ Processes payments in batches and logs batch reports as appropriate; prepares documentation for payment; confers with vendors as necessary; enters and verifies data into the automated accounts payable system to produce payments; may prepare manual checks; prepares payments for mailing and files copies with backup. ➢ Audits, verifies, codes, and batches accounts payable transactions; matches purchase orders, and invoices; prepares payment requests; processes purchasing requisitions for the assigned department; converts purchase requisitions into purchase orders. ➢ Sets up new vendor accounts; obtains necessary information and paperwork from vendors; prepares vendor invoice tracking; inputs vendor invoices and prints checks; totals and balances accounts. ➢ Codes and logs utility bills for entry into accounts payable system. ➢ Monitors expenditure trends to identify potential billing issues. ➢ Supports maintenance of purchasing card program; processes receipts and reconciles to credit card statements. ➢ Generates and assists in the preparation of monthly, quarterly, and year-end financial, summary and technical reports, including quarterly sales tax revenues, journal entries, and annual 1099 federal tax forms. ➢ Performs general office support duties such as opening and routing mail and deliveries; preparing correspondence; filing and record keeping; duplicating and distributing various written materials; and ordering and keeping inventory of office supplies. ➢ Assists with the year-end closing. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Terminology and practices of financial and account document processing and record-keeping, including accounts receivable, accounts payable, purchasing, and general ledger. ➢ Business arithmetic and basic financial and statistical techniques. ➢ Record-keeping principles and procedures. ➢ City's purchasing ordinance and policies. ➢ Modern office practices, methods, and computer equipment and computer applications related to work, including word processing and spreadsheet software. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Perform detailed account and financial office support work accurately and in a timely manner. ➢ Respond to and effectively prioritize multiple phone calls and other requests for service. ➢ Interpret, apply, and explain policies and procedures. ➢ Compose correspondence and reports independently or from brief instructions. ➢ Make accurate arithmetic, financial, and statistical computations. ➢ Enter and retrieve data from a computer with sufficient speed and accuracy to perform assigned work. ➢ Establish and maintain a variety of filing, record-keeping, and tracking systems. ➢ Understand and follow oral and written instructions. ➢ Organize own work, set priorities, and meet critical time deadlines. 5-26 ➢ Operate modern office equipment including computer equipment and specialized software applications programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Equivalent to the completion of the twelfth (121h) grade and (2) two years of clerical experience involving financial record keeping. License: None. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-27 ACCOUNTANT DEFINITION DATE FLSA: NON-EXEMPT Under general supervision, performs professional accounting work, including auditing, analyzing, and verifying fiscal records and reports, preparing financial and statistical reports, providing information to City staff regarding accounting practices and procedures, and reconciling general ledger accounts; provides information to support City's annual budget process; prepares year- end audit reports and schedules; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general supervision from assigned supervisory or management staff. Exercises no supervision of staff. CLASS CHARACTERISTICS This is the journey -level class in the professional accounting series. Incumbents perform the full range of routine departmental accounting and record-keeping programs under only minimal supervision. Responsibilities require the use of tact, discretion, and independent judgment. Successful performance of the work requires thorough knowledge of governmental accounting practices and procedures and fund accounting. This class is distinguished from the Senior Accountant in that the latter is responsible for more complex and higher-level accounting functions, exercises a higher level of discretion and independent decision-making, and reviews the work of lower level accounting staff. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the rights to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Provides responsible professional and technical assistance in the administration and implementation of the City's financial, auditing, and accounting programs. ➢ Interprets, explains, and applies general and governmental accounting/auditing principles and procedures, laws, and regulations affecting the City's financial operations. ➢ Reviews daily cash receipt transactions to ensure proper closing and balance; posts cash receipts to general ledger systems; assists cashier to resolve credit card terminal problems and transaction issues. ➢ Prepares deposits for mail -in checks; processes and posts to accounting system. ➢ Prepares monthly, quarterly, and year-end journal entries and processes the general ledger for assigned accounts; coordinates month-end processing of journal to ensure timely completion. ➢ Monitors expenditures, revenues, and budget allocations to determine the City's financial status and prepares custom reports, graphs, and schedules as needed. 5-28 ➢ Prepares journal entries and reconciles general ledger and subsidiary accounts related to postings from payroll, accounts payable, cash receipts, and accounts receivable; prepares monthly financial statements, including distributing monthly revenue and expenditure reports to departments; prepares numerous monthly financial reports. ➢ Analyzes and reconciles expenditure and revenue accounts; reviews and processes appropriation transfer requests between accounts; reconciles bank statements to the general ledger. ➢ Participates in and assumes responsibility for various departmental programs including financial statements, general ledger, monthly statements, and special projects accounting; conducts and prepares special studies and reports. ➢ Monitors and maintains trust deposit list; sets up new trust deposits as needed; requests refund when project is completed; reallocates trust deposit balance as requested; reconciles when necessary. ➢ Records and maintains appropriate controls for fixed assets, including City -owned land; assists in the City's purchase orders and accounts payable system, auditing and financial analysis, grant accounting, and special reports. ➢ Maintains and monitors the City's grant funds and ensures compliance with rules and regulations governing the use of each grant. ➢ Tracks Capital Improvement Program expenditures and allocates funds to the appropriate Capital Improvement Project account. ➢ Maintains Utility User's tax exemption list; prepares and processes renewal; notifies utility companies with list of qualified residences. ➢ Assists in the coordination of annual audits. ➢ Assists with investments, portfolio management, cash management, debt management, and revenue and expense projections. ➢ Prepares a wide variety of financial and statistical reports, including general ledger balance and activity reports. ➢ Attends meetings, conferences, workshops, and training sessions, and reviews publications to remain current on principles, practices, and new developments in the field of accounting. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Modern principles, practices, and methods of public and governmental accounting and financing, including program budgeting and auditing and their application to municipal operations. ➢ General principles and practices of data processing and its applicability to accounting and municipal operations. ➢ Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to municipal financial operations. ➢ Principles and practices of business organization and public administration. ➢ Record keeping principles and procedures. ➢ Modern office practices, methods, and computer equipment and applications related to work, including word processing and spreadsheet software. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: 5-29 ➢ Analyze financial data and draw sound conclusions. ➢ Prepare clear, complete, and concise financial statements and reports. ➢ Interpret, apply, explain, and ensure compliance with Federal, State, and local policies, procedures, laws, and regulations. ➢ Make accurate arithmetic, financial, and statistical computations. ➢ Enter and retrieve data from a computer with sufficient speed and accuracy. ➢ Establish and maintain a variety of filing, record-keeping, and tracking systems. ➢ Understand and carry out a variety of complex instructions in a responsible and independent manner. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate modern office equipment including computer equipment and specialized software applications programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Equivalent to graduation from an accredited four-year college or university with major coursework in accounting, finance, business or public administration, or a closely related field and two (2) years of responsible professional accounting experience. License: None. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-30 SENIOR ACCOUNTANT DEFINITION DATE FLSA: EXEMPT Under general direction, performs the most complex and responsible professional accounting work, including auditing, analyzing, and verifying financial records, preparing financial and statistical reports, providing information to City staff regarding accounting practices and procedures, and reconciling general ledger accounts; participates in the preparation of the City's annual budgets; prepares year-end audit reports and schedules; provides technical and responsible support to department management in areas of expertise; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general direction from assigned supervisory or management staff. Exercises technical and functional direction over and provides training to lower -level staff. CLASS CHARACTERISTICS This is the advanced journey -level class in the professional accounting series. Incumbents work under general direction and exercise a high level of discretion and independent judgment in performing the full range of routine to complex accounting and financial record-keeping functions. Successful performance of the work requires extensive knowledge of governmental accounting practices and procedures, fund accounting, and fiscal management. This class is distinguished from Accounting Manager by the latter's supervisory authority in planning, organizing, and directing the full scope of day-to-day operations for accounting staff. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the rights to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Provides complex professional and technical assistance in the administration and implementation of the City's financial, auditing, and accounting programs, including financial report development, budget monitoring, forecasting, and collection of revenues. ➢ Trains employees in work methods and use of software applications and office equipment. ➢ Reviews and evaluates work in progress and upon completion to ensure that activities and projects are performed in accordance with City standards, policies, and procedures and relevant local, state, and federal regulations. ➢ Participates in the development and implementation of goals, objectives, policies, and priorities for assigned programs; recommends and administers policies and procedures. ➢ Analyzes financial data and prepares a wide variety of financial reports and statements, including the Comprehensive Annual Financial Report and State Controller's Annual Report. ➢ Analyzes and reconciles general ledger accounts and other financial transactions. 5-31 ➢ Participates in the preparation of audit schedules and reports for external auditors and assists department management during the annual auditing process. ➢ Coordinates and administers a wide variety of financial and accounting programs, including monitoring the business activities of Palos Verdes Interpretive Center accounting program and procedures. ➢ Participates in the compilation and preparation of annual budgets, including assisting other departments with budget preparation, providing revenue and expense projections, monitoring expenditures, and preparing and updating cash flow and projections. ➢ Processes and reconciles revenues, expenditures, and technical transactions in compliance with all applicable Federal, State, and City laws, rules, regulations, and ordinances. ➢ Manages and administers the City's purchasing card program, including policies, controls, and reconciliation. ➢ Audits business licenses; generates business license database for Franchise Tax Board. ➢ Provides financial information to bond consultants, fiscal agents, investors, or consultants, as requested. ➢ Prepares and processes reports and records including cash flows, historical summaries, charts, graphs, and various memos and letters. ➢ Prepares comprehensive financial and accounting activity studies, statistics, statements, and reports. ➢ Researches and analyzes technical transactions to resolve questions and validate data; ensures fiscal accountability and fund integrity for transactions and supporting documentation. ➢ Coordinates technical and financial information and communications between the division, other departments, and external agencies regarding allocations and accounting issues. ➢ Interprets, explains, and applies general and governmental accounting/auditing principles and procedures, laws, and regulations affecting the financial operations of municipal government; provides professional and technical guidance and training to other staff in accounting processes and procedures. ➢ May review accounting work of lower level accounting staff, including warrant registers, cash receipt batches, payroll calculations, and ledger reconciliations. ➢ Attends meetings, conferences, workshops, and training sessions, and reviews publications to remain current on principles, practices, and new developments in accounting. ➢ Assists department management with special projects as required. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Basic principles of supervision and training. ➢ Modern principles, practices, and methods of public and governmental accounting and financing, including program budgeting and auditing and their application to municipal operations. ➢ General principles and practices of data processing and its applicability to municipal operations. ➢ Applicable Federal, State, and local laws, regulatory codes, ordinances, relevant to municipal financial operations. ➢ Principles and practices of business organization and public administration. ➢ Research and reporting methods, techniques, and procedures. ➢ Technical report writing and preparation of correspondence. ➢ Principles and procedures of record keeping. accounting and and procedures 5-32 ➢ Modern office practices, methods, and computer equipment and applications related to work, including word processing and spreadsheet software. ➢ English usage, spelling, vocabulary, grammar, and punctuation. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Oversee activities of lower level staff. ➢ Prepare complex financial reports. ➢ Train others in proper work procedures. ➢ Perform the most complex professional accounting and financial duties assigned. ➢ Analyze financial data and draw sound conclusions. ➢ Evaluate and develop improvements in operations, procedures, policies, or methods. ➢ Analyze, interpret, summarize, and present administrative and technical information and data in an effective manner. ➢ Interpret, apply, and ensure compliance with Federal, State, and local policies, procedures, laws, and regulations. ➢ Conduct research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports. ➢ Follow department policies and procedures related to assigned duties. ➢ Establish and maintain a variety of filing, record-keeping, and tracking systems. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate modern office equipment including computer equipment and specialized software applications programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Equivalent to graduation from an accredited four-year college or university with major coursework in accounting, finance, business administration, or a closely related field and four (4) years of responsible professional accounting experience for a public agency, or two (2) years of experience as an Accountant at the City of Rancho Palos Verdes. License: None. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer 5-33 keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-34 ACCOUNTING MANAGER DEFINITION DATE FLSA: EXEMPT Under general direction, plans, organizes, oversees, coordinates, and reviews the work of staff performing difficult and complex professional, technical, and administrative support related to the processing of financial transactions and preparing and reconciling financial and accounting records and reports; performs professional accounting work to ensure regulatory compliance with governmental accounting standards; maintains and improves the City's accounting system; administers current and long-term planning activities; manages the effective use of department resources to improve organizational productivity and customer service; provides highly complex and responsible support to the Director of Finance and Deputy Director of Finance in areas of expertise; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general direction from the Director of Finance and the Deputy Director of Finance. Exercises direct and general supervision over professional, technical, and administrative support staff. CLASS CHARACTERISTICS This is a management classification that manages all accounting activities in the Finance Department. The incumbent organizes and oversees day-to-day financial processing, reporting, and record-keeping activities. Responsibilities include performing diverse, specialized, and complex work involving significant accountability and decision-making responsibility. The incumbent organizes and oversees day-to-day activities and is responsible for providing professional -level support to the Director of Finance and the Deputy Director of Finance in a variety of areas. Successful performance of the work requires an extensive professional background as well as skill in coordinating departmental work. This class is distinguished from the Deputy Director of Finance in that the latter assists in managing all functions of the department and serves as "second -in -command" to the department head. This class is further distinguished from the Director of Finance in that the latter has overall responsibility for all functions of the Finance Department and for developing, implementing, and interpreting public policy. EXAMPLES OF ESSENTIAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Plans, manages, and oversees the daily functions, operations, and activities of the Accounting Division, including preparing, monitoring, forecasting, and analyzing financial information, financial processing, reporting, and record-keeping. ➢ Participates in the development and implementation of goals, objectives, policies, and priorities for the division; recommends within departmental policy, appropriate service and staffing levels; recommends and administers policies and procedures. ➢ Participates in the development, administration, and oversight of division budgets. 5-35 ➢ Develops and standardizes procedures and methods to improve and continuously monitor the efficiency and effectiveness of assigned programs, service delivery methods, and procedures; assesses and monitors workload, administrative and support systems, and internal reporting relationships; identifies opportunities for improvement and makes recommendations to the Director or Deputy Director. ➢ Participates in the selection of, trains, motivates, and evaluates assigned personnel; works with employees on performance issues; recommends discipline to the Director or Deputy Director. ➢ Manages and participates in all activities related to the City's accounting function, including the accounting system, accounts payable, accounts receivable, processing and issuance of checks and cash receipts. ➢ Maintains and reconciles a variety of ledgers, reports, and accounting records; examines accounting transactions to ensure accuracy; approves journal vouchers to post transactions to accounting records; performs month-end, fiscal year-end, and calendar year-end accounting system processing. ➢ Prepares and analyzes a variety of complex financial reports, statements, and schedules; prepares new -year, mid -year, year-end and special reports, including the State Controller's Report and Comprehensive Annual Financial Report (CAFR). ➢ Prepares, calculates, and analyzes a variety of financial reports and data in the preparation of the annual operating and Capital Improvement Program budgets. ➢ Prepares the annual budget, including goals and objectives for the Accounting Division. ➢ Assists in the preparation of agenda items for City Council review. ➢ Participates in the development, revision, and maintenance of policy and procedure manuals governing fiscal matters; monitors financial procedures of all City departments, including internal audits and checks and balances; ensures that necessary corrective actions are taken. ➢ Provides information to City departments regarding financial policies and procedures; interprets policies and procedures for departments. ➢ Reports financial information and provides special reports to the City Treasurer regarding investment of City funds. ➢ Provides highly complex staff assistance to the Director of Finance and the Deputy Director of Finance; develops and reviews staff reports and other necessary correspondence related to assigned activities and services; presents reports to various commissions, committees, and boards. ➢ Conducts a variety of organizational studies, investigations, and operational studies; recommends modifications to assigned programs, policies, and procedures, as appropriate. ➢ Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of public agency finance and accounting; researches emerging products and enhancements and their applicability to City needs. ➢ Monitors changes in regulations and technology that may affect assigned functions and operations; implements policy and procedural changes after approval. ➢ Receives, investigates, and responds to difficult and sensitive problems and complaints in a professional manner; identifies and reports findings and takes necessary corrective action. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Administrative principles and practices, including goal setting, program development, implementation, and evaluation, and project management. 5-36 ➢ Principles and practices of public agency finance, including general and governmental accounting, auditing and reporting functions. ➢ Principles and practices of public agency budget development and administration and sound financial management policies and procedures. ➢ Principles and practices of employee supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures. ➢ Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to municipal financial operations. ➢ Organization and management practices as applied to the development, analysis, and evaluation of programs and operational needs of the assigned division. ➢ Recent and on-going developments, current literature, and sources of information related to the operations of the assigned division. ➢ Record-keeping principles and procedures. ➢ Modern office practices, methods, and computer equipment and applications related to the work. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Recommend and implement goals, objectives, and practices for providing effective and efficient services. ➢ Manage and monitor complex projects, on-time and within budget. ➢ Plan, organize, assign, review, and evaluate the work of staff; train staff in work procedures. ➢ Interpret, apply, explain, and ensure compliance with Federal, State, and local policies, procedures, laws, and regulations. ➢ Evaluate and develop improvements in operations, procedures, policies, or methods. ➢ Prepare clear and concise reports, correspondence, policies, procedures, and other written materials. ➢ Analyze, interpret, summarize and present technical information and data in an effective manner. ➢ Conduct complex research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports. ➢ Effectively represent the department and the City in meetings with governmental agencies, community groups, and various businesses, professional, and regulatory organizations, and in meetings with individuals. ➢ Establish and maintain a variety of filing, record-keeping, and tracking systems. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate modern office equipment including computer equipment and specialized software applications programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: 5-37 Any combination of training and experience that would provide the required knowledge, skills and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to graduation from an accredited four-year college or university with major coursework in accounting, finance, business or public administration, or a related field and three (3) years of management and/or administrative accounting experience, including one (1) year of supervisory experience. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. ➢ Certification as a Certified Public Accountant in the State of California is highly desirable. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer, to operate a motor vehicle, and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-38 ACCOUNTING TECHNICIAN I ACCOUNTING TECHNICIAN II DEFINITION DATE FLSA: NON-EXEMPT Under direct or general supervision, performs routine to complex technical and administrative accounting and financial support duties in the preparation, maintenance, and processing of accounting records and transactions, including payroll, accounts receivable, accounts payable, cash receipts, and general ledger; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general direction from assigned supervisory or management staff. Accounting Technician II exercises technical and functional direction to assigned staff. CLASS CHARACTERISTICS Accountinq Technician I: This is the entry-level class in the accounting technician series. Initially under close supervision, incumbents with general accounting support experience perform work in payroll, accounts receivable, accounts payable, cash receipts, and general ledger. As knowledge and experience are gained, the work becomes broader in scope, assignments are more varied, and are performed under more general supervision. Positions at this level usually perform most of the duties required of the positions at the journey -level, but are not expected to function at the same skill level and usually exercise less independent discretion and judgment in matters related to work procedures and methods. Work is usually supervised while in progress and fits an established structure or pattern. Exceptions or changes in procedures are explained in detail as they arise. Since this class is often used as a training class, employees may have only limited related work experience. Accountinq Technician II: This is the journey -level class in the accounting technician series. Incumbents are cross -trained to perform the full range of technical work in all of the following areas: payroll, accounts receivable, accounts payable, cash receipts, and general ledger, in addition to performing a wide variety of record keeping, reconciliation, and account support activities and providing back-up support to payroll. Positions at this level are distinguished from the entry-level by the performance of the full range of duties as assigned, working independently and exercising judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. This class is distinguished from the Accountant in that the latter is a professional - level class performing work under minimal supervision, requiring a four-year college or university degree, and exercises a higher level of discretion and independent decision-making. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the typical functions of the job. 5-39 ➢ Performs technical and administrative accounting and financial support duties, including payroll, accounts receivable, accounts payable, cash receipts, and general ledger. ➢ Receives, reviews, verifies, and processes time recording documents to prepare payroll for all City employees; audits such documents for completeness, accuracy, and compliance with rules and regulations; prepares and balances payroll reports and records. ➢ Processes, calculates, and maintains records of a variety of payroll actions, including new - hire set-up, overtime hours, cost -of -living adjustments, incentive and/or premium pay, retroactive pay, benefits withholdings, wage garnishments, workers compensation claims, and final paychecks and pay-offs based on appropriate provisions; maintains employee records for voluntary and non -voluntary deductions; prepares payroll warrants and wire transfers; prepares reports and payments for various tax, financial, and insurance organizations. ➢ Receives and verifies timesheets; checks for available sick leave and vacation days and other types of available leave days and inputs into payroll system; advises supervisors and employees on requirements of union contracts for time reporting. ➢ Processes personnel transactions making appropriate adjustments/changes in the payroll system. ➢ Prepares reports and payments for employee retirement benefits; prepares quarterly Federal and State tax reports. ➢ Assists departments and employees by providing payroll information, explains procedures, and answers labor contract questions pertaining to payroll. ➢ Reviews daily cash receipts for errors; makes necessary corrections; inputs cash receipt batches into City's accounting system. ➢ Inputs and reviews journal entries for accounts receivable, accounts payables, expenditures, and income; files and maintains journal entries. ➢ Reviews accounts payable data for accuracy; generates and sends invoices to vendors, individuals, and other agencies; updates accounts receivable spreadsheets with new invoices; sends additional invoices as necessary. ➢ Interacts with vendors over the phone regarding statements and invoices; answers any questions or concerns vendors may have regarding payments and related issues. ➢ Verifies, posts, and records a variety of financial transactions; prepares and maintains spreadsheets, records, and a variety of periodic and special financial and accounting reports. ➢ Generates and assists in the preparation of monthly, quarterly, and year-end financial, summary and technical reports, as directed. ➢ Performs general office support duties such as filing and record keeping, prepares correspondence. ➢ Maintains and updates postage machine; ensures proper postage rates are applied. ➢ Provides information and records to outside auditors and answers questions. ➢ May train employees in work methods and use of software applications and office equipment. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Public agency finance and account functions including payroll, accounts receivable, accounts payable, cash receipts, and general ledger. ➢ Computerized accounting and finance systems and computer software and systems related to finance and payroll processes; other computer applications related to work, including word processing and spreadsheet software. ➢ Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to assigned area of responsibility. 5-40 ➢ Modern office practices, methods, and computer equipment. ➢ Record keeping principles and procedures. ➢ Business arithmetic and statistical techniques. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors and City staff. Accounting Technician II, in addition to the above: ➢ Methods, practices, and procedures of financial and account document processing and record keeping, including payroll, accounts receivable, accounts payable, cash receipts, and general ledger. ➢ Generally accepted accounting principles and procedures and their application to accounting transactions and records maintenance. Ability to: ➢ Perform a variety of accounting and financial support duties. ➢ Review payroll and other financial documents for completeness and accuracy. ➢ Make accurate arithmetic and financial computations. ➢ Enter and retrieve data from a computer with sufficient speed and accuracy to perform assigned work. ➢ Organize own work, set priorities and meet critical time deadlines. ➢ Operate modern office equipment including computer and handheld equipment and software programs. ➢ Use English effectively to communicate in person, over the telephone and in writing. ➢ Use tact, initiative, prudence and independent judgment within general policy, procedural and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Accounting Technician II, in addition to the above: ➢ Oversee activities of lower level staff. ➢ Train others in proper work procedures. ➢ Perform detailed and technical accounting and financial support work. ➢ Prepare and maintain a variety of routine financial statements, reports, records, and files. ➢ Examine and verify financial documents and reports. ➢ Interpret and apply the policies, procedures, laws, codes, and regulations pertaining to assigned programs and functions. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. Education and Experience: Accounting Technician I and II: Equivalent to the completion of the twelfth (12th) grade supplemented by college -level coursework or specialized training in payroll, accounting, or a related field. 5-41 Accounting Technician I: One (1) year of experience that has included the maintenance, processing, and preparation of employee payroll and/or financial and accounting processing and record keeping, or one (1) years of experience equivalent to Account Clerk at the City of Rancho Palos Verdes. Accountinq Technician II: Three (3) years of experience that has included the maintenance, processing, and preparation of employee payroll and/or financial and accounting processing and record keeping, or two (2) years of experience equivalent to Accounting Technician at the City of Rancho Palos Verdes. Licenses and Certifications: ➢ None. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-42 ADMINISTRATIVE ANALYST 1/11 DEFINITION DATE FLSA: NON-EXEMPT Under general supervision or direction, provides administrative, budgetary, grant, program, project, and/or work -flow support to assigned department and/or division; analyzes programmatic practices and procedures and makes recommendations for organizational, operational, policy, and procedural improvements; conducts needs analyses, feasibility studies, and program evaluations for assigned projects and programs; develops, summarizes, and maintains administrative and fiscal records; fosters cooperative working relationships among City departments and acts as liaison with various community, public, and regulatory agencies; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general supervision or direction from assigned supervisory or management personnel. Exercises no direct supervision over staff. May provide technical and functional direction to lower -level staff. CLASS CHARACTERISTICS Administrative Analyst I: This is the entry-level class in the Administrative Analyst series. Initially under close supervision, incumbents with basic professional administrative support experience perform analytical and technical work within an assigned division/department. As experience is gained, assignments become more varied and are performed with greater independence. Positions at this level usually perform most of the duties required of the positions at the II level, but are not expected to function at the same skill level and usually exercise less independent discretion and judgment in matters related to work procedures and methods. Work is usually supervised while in progress and fits an established structure or pattern. Since this class is often used as a training class, employees may have only limited or no directly related work experience. Administrative Analyst Il: This is the full journey -level class in the Administrative Analyst series. Incumbents develop and implement policies and procedures for a variety of projects and programs within an assigned division/department, including budget administration, contract administration, management analysis, and program evaluation. Incumbents support the work of departmental management staff by conducting day-to-day administrative support activities and by providing a professional -level resource for organizational, managerial, and operational analyses and studies. The work has technical and programmatic aspects requiring the interpretation and application of policies, procedures, and regulations and may involve frequent contact with the public. Positions at this level are distinguished from the I level by the performance of the full range of duties as assigned, working independently, and exercising a higher level of judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. This class is distinguished from Senior Administrative Analyst in that the latter is responsible for greater technical and functional supervision of lower -level administrative support staff and is capable of performing the most complex duties assigned to the department. 5-43 Positions in the Administrative Analyst class series are flexibly staffed and positions at the II level are normally filled by advancement from the I level requiring at least two (2) years of experience at the I level and after gaining the knowledge, skill, and experience which meet the qualifications for and after demonstrating the ability to perform the work of the higher-level class. When filled from the outside, the employee is required to have at least three (3) years of prior related experience that allows the employee to meet the qualification standards for the II level. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the rights to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Assists in developing goals, objectives, policies, procedures, work standards, and administrative control systems for the department to which assigned. ➢ Participates in and oversees the development and administration of departmental budgets; monitors revenues and expenditures; identifies and recommends resolutions for budgetary problems. ➢ Coordinates and performs professional -level administrative and programmatic work in such areas as budget development, financial administration and reporting, grants, purchasing, database management, contract administration, management analysis, public information, and/or program evaluation. ➢ Plans, oversees, and administers highly complex department -specific programs and projects; develops and manages program budgets, including revenue projections, multi-year cash flow analysis, cost containment, and grant funds disbursement; directs all aspects of assigned programs, including legal and regulatory compliance to avoid substantial fines; receives, reviews, and organizes program applications; ensures that awards stay within funding limits; participates on various committees and may present committee recommendations to the City Council; sends award letters to program applicants; represents the City to applicants. ➢ Serves as a liaison to employees, outside organizations, community groups, and other organizations; provides information and assistance to the public regarding the assigned programs and services; receives and responds to complaints and questions relating to assigned area of responsibility; reviews problems and recommends corrective actions. ➢ Participates in the development and implementation of new or revised programs, systems, procedures, and methods of operation; compiles and analyzes data and makes recommendations regarding staffing, equipment, and facility needs. ➢ Conducts a variety of analytical and operational studies regarding departmental and programmatic activities, including complex financial, budget, personnel, operational, or administrative issues or questions; evaluates alternatives, makes recommendations, and assists with the implementation of procedural, administrative, and/or operational changes after approval; prepares comprehensive technical records and reports, identifies alternatives, and makes and justifies recommendations. ➢ Oversees departmental website and other community outreach programs including banner program, newsletter, webpage and community brochures and fliers. ➢ Coordinates special departmental projects and programs related to financial services, facilities, parks and/or preserve operations. ➢ May assist in the development and reporting of alternate funding sources and ensures compliance with Federal, State, City, and funding agency and City accounting and reporting requirements and applicable laws, regulations, and professional accounting practices. ➢ Prepares and submits City Council agenda reports and various other commission, committee, and staff reports, resolutions, ordinances, and correspondence regarding assigned activities. ME ➢ Confers with other management staff regarding provision of administrative and support services, including contracts, agreements, and grant reporting. ➢ Maintains accurate records and files; develops storage of records and retention schedules. ➢ Assists with and coordinates and organizes community events; represents City to residents in explaining City policies; provides outreach and public education programs to the community. ➢ Plans, organizes, and oversees special projects as required. ➢ Participates on a variety of interdisciplinary committees and commissions and represents the City to a variety of community and stakeholder groups. ➢ Communicates orally, in writing, or through graphic representations and statistical summaries with colleagues, managers, employees, the public, organized employee groups and representatives of various organizations. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Principles and practices of municipal management and government. ➢ Basic principles, practices, and procedures of funding sources and grant funds disbursement. ➢ Project and/or program management, analytical processes, and report preparation techniques; municipal programs such as, but not limited to, finance, budgeting, purchasing, and other governmental programs related to the department/division to which assigned. ➢ Organizational and management practices as applied to the analysis, evaluation, development, and implementation of programs, policies, and procedures. ➢ Principles and practices of public administration as applied to operational unit and program administration. ➢ Research and reporting methods, techniques, and procedures. ➢ Sources of information related to a broad range of municipal programs, services, and administration. ➢ Applicable Federal, State, and local laws, codes, and regulations. ➢ Public relations techniques. ➢ Principles and practices of contract administration and evaluation; public agency budget development and administration, and sound financial management policies and procedures. ➢ Recent and on-going developments, current literature, and sources of information related to the operations of the assigned department/division. ➢ Record keeping principles and procedures. ➢ Modern office practices, methods, and computer equipment and applications related to the work. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Assist in the development of goals, objectives, policies, procedures, and work standards for the department. ➢ Coordinate and oversee programmatic administrative, budgeting, and/or fiscal reporting activities. ➢ Perform responsible and difficult administrative work involving the use of independent judgment and personal initiative. ➢ Plan and conduct effective management, administrative, and operational studies. ➢ Plan, organize, and carry out assignments from management staff with minimal direction. ➢ Conduct research on a wide variety of administrative topics including grant funding, contract feasibility, budget and staffing proposals, and operational alternatives. ➢ Analyze, interpret, summarize, and present administrative and technical information and data in an effective manner. ➢ Evaluate and develop improvements in operations, procedures, policies, or methods. ➢ Research, analyze, and evaluate new service delivery methods, procedures, and techniques. ➢ Prepare clear and concise reports, correspondence, policies, procedures, and other written materials. ➢ Interpret, apply, explain, and ensure compliance with applicable Federal, State, and local policies, procedures, laws, and regulations. ➢ Effectively represent the assigned department/division and the City in meetings with governmental agencies, community groups, and various businesses, professional, and regulatory organizations, and in meetings with individuals. ➢ Establish and maintain a variety of filing, record keeping, and tracking systems. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate and maintain modern office equipment, including computer equipment and specialized software applications programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy and legal guidelines in politically sensitive situations. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to graduation from an accredited four-year college or university with major coursework in business administration, public administration, economics, accounting, finance, or a related field. Administrative Analyst I: One (1) year of responsible administrative experience in municipal government. Administrative Analyst II: Three (3) years of professional administrative experience in municipal government, or two (2) years of experience equivalent to Administrative Analyst I at the City of Rancho Palos Verdes. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle and to visit various City and meeting sites; 5-46 vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. This is primarily a sedentary office classification although standing in work areas and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, typewriter keyboard, or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-47 ADMINISTRATIVE ASSISTANT DEFINITION DATE FLSA: NON-EXEMPT Under general supervision, performs a variety of administrative, secretarial, and office support duties of considerable complexity requiring thorough knowledge of the assigned department, its procedures, and operational details; provides administrative support to management and departmental staff; composes and prepares correspondence using considerable judgment in content and style; performs skilled word processing, data entry, and typing; provides information to the public and staff; provides assistance for a wide variety of assignments related to the administration of budgets, contracts, research projects, and department programs; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general supervision from assigned supervisory and managerial staff. May exercise functional supervision over assigned office support staff. CLASS CHARACTERISTICS This is the advanced journey -level class in the administrative support series. Incumbents at this level are capable of performing complex administrative and office support duties, including budget tracking and assisting in department -related projects and programs. Employees at this level are required to be fully trained in all procedures related to the assigned area(s) of responsibility, working with a high degree of independent judgment, tact, and initiative. This class is distinguished from the Executive Assistant in that the latter provides complex administrative support to the City Manager, City Council, and management team and oversees the workflow of the City Manager's office. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Provides administrative support to managers and departmental staff by assisting with duties of a complex nature, including preparing and editing agenda items for City Council and commission meetings; acts as a liaison between management and other staff or the public, coordinating resolutions when appropriate. ➢ Schedules and/or coordinates meetings, seminars, conferences, and training sessions for department staff; acts as meeting and/or committee secretary including preparing agendas and informational packets, setting up the room for assigned boards and commissions. ➢ Assists or administers assigned department projects and/or programs as assigned by management staff; provides assistance to department staff in various research and department -related projects. ➢ Organizes and carries out administrative assignments; researches, compiles, and organizes information and data from various sources on a variety of specialized topics related to programs in assigned area(s); checks and tabulates standard mathematical or statistical data; • prepares and assembles reports, manuals, articles, announcements, and other informational materials. ➢ Composes, types, edits, and proofreads a variety of complex documents, including forms, memos, administrative, statistical, financial, and staff reports, and correspondence for department staff from rough draft, handwritten copy, verbal instructions, or from other material using a computer; inputs and retrieves data and text using a computer terminal; checks draft documents for punctuation, spelling, and grammar; makes or suggests corrections. ➢ Prepares and processes reports, forms, and records, such as payroll, requests for payments, purchase orders, invoices, requests for proposals, bid packages, contracts and agreements, drafts of hearing notices, draft resolutions, notices of determination, and mailing lists for public hearing items; may receive and process payments. ➢ Screens calls, visitors, and incoming mail; receives and responds to calls; provides information to the public, including contractors and vendors, by phone or in person to ensure contract compliance and an understanding of department and City policies and procedures; listens to questions and interprets and applies regulations, policies, procedures, systems, rules, and precedents according to existing guidelines; responds to citizen and staff inquiries and complaints; refers citizens to the appropriate department source; coordinates or resolves problems of a moderate nature when appropriate. ➢ Develops and implements file, index, tracking, and record-keeping systems; researches records within areas of assigned responsibility to prepare reports and provides follow-up information to customer and staff inquiries. ➢ Verifies and reviews forms and reports for completeness and conformance with established regulations and procedures; applies departmental and program policies and procedures in determining completeness of applications, records, and files. ➢ Monitors and orders office and other related supplies; prepares, processes, and tracks purchase requisitions for services and materials; receives vendor invoices; prepares request for payment for department head approval. ➢ Acts as a department representative within community groups to relay or obtain relevant information regarding departmental activities. ➢ Coordinates and integrates department services and activities with other City departments and outside agencies. ➢ Operates a variety of standard office equipment, including job-related computer hardware and software applications, copiers, postage meters, facsimile machines, multi -line telephones, and related equipment; may operate other department -specific equipment. ➢ Maintain department files, including confidential personnel and legal documents, filing pertinent documents, maintaining files in a secure location, and providing information to supervisors and managers. ➢ Maintains calendars and makes meeting arrangements; schedules meetings between City staff or between City staff and other groups or organizations; arranges for necessary set-up and materials to be available at meetings. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Organization and function of public agencies, including the role of an elected City Council and appointed boards and commissions. ➢ Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to assigned area of responsibility. 5-49 ➢ Modern office administrative and secretarial practices and procedures, including the use of standard office equipment. ➢ Business letter writing and the standard format for reports and correspondence. ➢ Principles and practices of data collection and report preparation. ➢ Modern office practices, methods, and computer equipment and applications related to the work. ➢ Business mathematics and basic statistical techniques. ➢ Record keeping principles and procedures. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Perform responsible administrative and secretarial support work with accuracy, speed, and general supervision. ➢ Provide varied and responsible secretarial and office administrative work requiring the use of tact and discretion. ➢ Understand the organization and operation of the City and of outside agencies as necessary to assume assigned responsibilities. ➢ Interpret, apply, and explain administrative and departmental policies and procedures. ➢ Respond to and effectively prioritize multiple phone calls and other requests for service. ➢ Compose correspondence and reports independently or from brief instructions. ➢ Make accurate mathematical, financial, and statistical computations. ➢ Enter and retrieve data from a computer with sufficient speed and accuracy to perform assigned work. ➢ Establish and maintain a variety of filing, record-keeping, and tracking systems. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate modern office equipment including computer equipment and specialized software applications programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy and legal guidelines in politically sensitive situations. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to the completion of twelfth (121h) grade supplemented by college -level coursework and/or technical training in secretarial science and/or office administrative support and three (3) years of responsible secretarial experience. Additional specialized secretarial or clerical training is desirable. Licenses and Certifications: None. 5-50 PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, typewriter keyboard, or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-51 ASSISTANT ENGINEER DEFINITION DATE FLSA: NON-EXEMPT Under direct supervision, performs various professional field and office engineering work related to the planning, design, construction, and maintenance of the City's Capital Improvement Program (CIP), land development, traffic engineering, public works infrastructure, and daily departmental operations; confers with developers, contractors, and representatives of other agencies regarding facility and infrastructure development; administers professional services and construction contracts; administers Federal and State grant funds associated with construction projects; provides professional staff assistance to supervisory staff, other departments, and the public in areas of expertise; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives direct supervision from a Senior Civil Engineer or designee. May provide functional or technical supervision to technical and /or support staff. CLASS CHARACTERISTICS This the entry-level class in the professional engineering series. Initially under close supervision, incumbents with basic engineering experience perform professional and technical engineering work in City's Capital Improvement Program (CIP), land development, traffic engineering, public works infrastructure, and daily departmental operations, in addition to providing project management assistance. As experience is gained, assignments become more varied and are performed with greater independence. Positions at this level usually perform most of the duties required of the positions at the Civil Engineer level, but are not expected to function at the same skill level and usually exercise less independent discretion and judgment in matters related to work procedures and methods. Work is usually supervised while in progress and fits an established structure or pattern. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Plans, designs, and inspects all phases of civil engineering public works construction projects, including defining the scope of the project; securing adequate funding from Federal and State grant programs and other funding sources; coordinating with permitting and public utility agencies; performing historical document research and review; preparing plans, specifications, and cost estimates; performing research, map, and field studies and surveys; coordinating construction schedules with other projects and agencies; preparing and reviewing cost estimates; inspecting construction of projects to ensure compliance with construction documents and conformance with plans and specifications; tracking and maintaining all project accounting; coordinating schedules; and providing public notices of projects. ➢ Reviews construction plans prepared by consulting engineers and private contractors to verify compliance with City sidewalk, public utility, and improvement requirements; checks plans for conformance with regulations regarding line, grade, size, elevation, and location of 5-52 structures; reviews engineering calculations of other engineers or engineering technicians; participates in pre -design, construction, and utility coordination meetings and issues construction permits. ➢ Investigates field problems affecting property owners, contractors, and maintenance operations; responds to citizen inquiries and complaints; provides information to the public at the front counter in person, via telephone, or other means of communication regarding grading, encroachment permits, right-of-way and property line information, utility information, slope stability and groundwater issues, improvement plan check, and payment processes. ➢ Reviews traffic control plans, performs speed and traffic surveys and traffic counts. ➢ Processes subdivisions and prepares and reviews legal descriptions. ➢ Assists civil and senior civil engineers with various projects from creating signs, maps, section and profile drawings. ➢ Uses existing City infrastructure videos and reports information to compile lists of all structures in need of repair and/or replacement; coordinates with GIS support to link existing projects videos, reports and drawings into the GIS system. ➢ Assists with traffic engineering studies and roadway design. ➢ Reviews and prepares traffic signal plans, timing plans, and sign and striping plans. ➢ Reviews tract and parcel maps, lot line adjustments, and other subdivision documents. ➢ Reviews sewer and hydrology studies and hydraulic calculations. ➢ Attends meetings, conferences, workshops, and training sessions and reviews publications and audio-visual materials to become and remain current on principles, practices, and new developments in assigned work areas. ➢ Communicates and coordinates regularly with appropriate others to maximize the effectiveness and efficiency of interdepartmental operations and activities. ➢ May provide technical direction and training to other engineering and technical staff. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Civil engineering principles, techniques, policies, and procedures. ➢ Methods, materials, and techniques used in the construction of public works projects, including water and wastewater systems, stormwater, street, and traffic systems design. ➢ Basic principles, practices, procedures, and standards related to City public works, engineering infrastructure development and maintenance, and surveying. ➢ Basic principles and practices of capital improvement program budgeting, cost estimation, funding, project management, and contract administration. ➢ General design, layout, and construction practices for public improvements such as streets, storm drains, grading, and landscaping. ➢ Bidding requirements for public works projects. ➢ Basic project management and contract administration principles and techniques. ➢ Engineering plan types, review practices, and permit filing and approval procedures. ➢ Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to assigned area of responsibility. ➢ Modern office practices and technology, including personal computer hardware and software applications related to the work, such as computer-aided drafting (CAD) concepts and applications, and Geographic Information Systems (GIS) programs. ➢ Modern developments, current literature, and sources of information regarding engineering. ➢ Principles of advanced mathematics and their application to engineering work. ➢ Practices of researching engineering and design issues, evaluating alternatives, making sound recommendations, and preparing and presenting effective staff reports. 5-53 ➢ Methods and techniques of effective technical report preparation and presentation. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups, various business, professional, educational, and regulatory organizations and with property owners, developers, contractors, and the public. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors and City staff Ability to: ➢ Conduct basic civil engineering research projects, analyze problems, evaluate alternatives, make sound recommendations, and prepare effective staff reports. ➢ Prepare, understand, and interpret engineering construction plans, specifications, and other contract documents. ➢ Conduct comprehensive engineering studies and prepare reports with recommendations. ➢ Assist in and develop and administer contracts for professional services and construction in a public agency setting. ➢ Interpret, apply, explain, and ensure compliance with Federal, State, and local policies, procedures, laws, and regulations, technical written material, and City engineering policies and procedures. ➢ Read and understand technical drawings and specifications. ➢ Perform mathematical and engineering computations with precision. ➢ Make engineering design computations and check, design, and prepare engineering plans and studies. ➢ Effectively represent the department and the City in meetings with governmental agencies, community groups, and various business, professional, and regulatory organizations and individuals. ➢ Prepare and present clear, concise, and logical written and oral reports, correspondence, policies, procedures, legal descriptions, and other written materials. ➢ Establish and maintain a variety of filing, record-keeping, and tracking systems. ➢ Make sound, independent decisions within established policy and procedural guidelines. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate modern office equipment including computer equipment and specialized software applications programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills and abilities is qualifying. A typical way to obtain the required qualifications would be: Education: Equivalent to graduation from an accredited four-year college or university with major coursework in civil engineering or a related engineering field. Experience: One (1) year of professional engineering design, plan review, and project administration experience, preferably in a public agency setting. 5-54 Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. ➢ Possession of certification as an Engineer -In -Training. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer, to inspect City development sites, including traversing uneven terrain, climbing ladders, stairs, and other temporary or construction access points, to operate a motor vehicle, and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing in work areas and walking between work areas and to conduct inspections may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may work in the field and occasionally be exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, mechanical and/or electrical hazards, and hazardous physical substances and fumes. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-55 ASSISTANT PLANNER DEFINITION DATE FLSA: NON-EXEMPT Under direct supervision, performs various professional field and office planning work related to current and advance planning, including review of development and land use applications, zoning, site plans, and environmental documents; may assist in the administration of the City's ordinances related to provisions for the preservation and restoration of views and manage the View Restoration/Preservation Permit application process; completes technical assessments and prepares written project analyses; provides support for special projects in advance planning; provides assistance to the public on planning, community development, zoning, permits, and environmental review; provides staff assistance to the Senior Planners, other departments, and the public in areas of expertise; performs a variety of studies and prepares and presents staff reports; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives direct supervision from a Senior Planner. Exercises no direct supervision over staff CLASS CHARACTERISTICS This is the first -level class in the professional planning series. Initially under close supervision, incumbents with basic planning experience perform professional and technical planning work in current, advance, and/or environmental planning activities. As experience is gained, assignments become more varied and are performed with greater independence. Positions at this level usually perform many of the duties required of the positions at the Associate level, but are not expected to function at the same skill level and usually exercise less independent discretion and judgment in matters related to work procedures and methods. Work is usually supervised while in progress and fits an established structure or pattern. Exceptions or changes in procedures are explained in detail as they arise. Positions in the professional planner class series are flexibly staffed and positions at the Associate level may be filled by advancement from the Assistant level requiring at least two (2) years of experience at the Assistant -level and after gaining the knowledge, skill, experience, licenses, and certifications which meet the qualifications for and after demonstrating the ability to perform the work of the higher-level class. When filled from the outside, the employee is required to have at least three (3) years of experience that allows the employee to meet the qualification standards for the Associate level. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. Reviews routine commercial, institutional, and residential development proposals, plans, and applications for issuance of zoning clearance and for compliance with appropriate codes, ordinances, standards, laws, rules, regulations, and policies. Reviews permit applications and building plans for completeness and compliance with current City codes and regulations; provides interpretations of the California Environmental Quality Act (CEQA), Subdivision Map Act, and local environmental guidelines; identifies 5-56 corrective actions to be taken by owners; conducts follow-up and re -check, and approves or denies submittals. ➢ Assists in gathering data for environmental impact reports; assists in preparing written initial studies, negative declarations, and staff reports related to development projects or City projects. ➢ Assists, when assigned, in the administration of the view preservation and restoration ordinances related to the impact by foliage growth. ➢ Conducts site inspections, makes referrals for mediation services, and recommendations to the Department Director, Planning Commission, and City Council to reach mutually acceptable solutions related to view permit applications. ➢ Prepares, as assigned, draft staff reports on less complex projects involving site plan reviews, height variations, grading applications, minor exemption permits and variances. ➢ Assists the public at the front counter and on the phone, answering questions and providing information regarding zoning, land use, development standards, approved development proposals, and the City's entitlement process. ➢ Assists with planning and development projects, including application and plan review, coordination with project applicants and other City departments, preparation and posting of legal notices, background research, and environmental review. ➢ Compiles information for a variety of studies and reports; researches, analyzes, and interprets social, economic, population, and land use data and trends; researches and reviews previous entitlements and City records. ➢ Researches, collects, records, analyzes, interprets, and summarizes statistical and demographic information; prepares spreadsheets and establishes and maintains a comprehensive database. ➢ Researches and assists in preparing ordinances for review. ➢ Assists with City planning and development related activities with other City departments and with outside agencies. ➢ Refers to and applies numerous documents including the General Plan, Zoning Ordinance, California Environmental Quality Act, Subdivision Map Act, State Planning laws, Municipal Code, Specific Plans, Redevelopment Guidelines, emergency operations manual, historical preservation guidelines, County tax assessor's maps and records, building and architecture plans, etc. ➢ Attends meetings, conferences, workshops, and training sessions; attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of urban planning and other types of public services as they relate to the area of assignment. ➢ May provide technical direction and training to other planning and technical staff. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Modern principles and practices, technical and legal issues of urban and regional planning, zoning, urban economics, demographics, and environmental planning and program management. ➢ Geographic, socio-economic, transportation, political and other elements related to city planning. ➢ Site planning and architectural design principles. ➢ General concepts of architecture, landscaping, grading, drainage, traffic and transportation engineering as they relate to the process of urban planning. ➢ Operational characteristics, services, and activities of a comprehensive environmental planning program. ➢ Applicable Federal, State, and local laws, codes, and requirements and related reports. ➢ Researching and reporting methods, techniques, and procedures. 5-57 ➢ Recent developments, current literature, and sources of information related to planning, zoning, and environmental review. ➢ Modern office methods, practices, procedures, and equipment, including computer hardware and software necessary for graphic presentation, mapping, and database management. ➢ Practices of researching planning and land use issues, evaluating alternatives, making sound recommendations, and preparing and presenting effective staff reports. ➢ Principles of advanced mathematics and their application to planning work. ➢ Methods and techniques of effective technical report preparation and presentation. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups, various business, professional, educational and regulatory organizations, and with property owners, developers, contractors, and the public. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors and City staff. Ability to: ➢ Interpret planning and zoning programs to the general public; identify and respond to issues and concerns of the public, City Council, and other boards and commissions. ➢ Read plans and specifications and make effective site visits. ➢ Assess, monitor, and report environmental impact on and of various City programs and services. ➢ Analyze site design, terrain constraints, land use compatibility, utilities, and other urban services. ➢ Conduct routine research projects, evaluate alternatives, and make sound recommendations. ➢ Read and understand technical drawings and specifications. ➢ Perform mathematical and planning computations with precision. ➢ Represent the department and the City in meetings with governmental agencies, community groups, and various business, professional, and regulatory organizations and individuals. ➢ Coordinate assigned activities with other City departments and agencies as required. ➢ Direct the work of contract consultants. ➢ Prepare and present clear, concise, and logical written and oral reports, correspondence, policies, procedures, and other written materials. ➢ Establish and maintain a variety of filing, record-keeping, and tracking systems. ➢ Make sound decisions within established policy and procedural guidelines. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate modern office equipment including computer equipment and specialized software applications programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to graduation from an accredited four-year college or university with major coursework in urban planning, community development, business or public administration, or a related field and one (1) year of professional experience in planning, zoning and related community development activities. 5-58 Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer, to inspect City development sites, including traversing uneven terrain, climbing ladders, stairs, and other temporary or construction access points; to operate a motor vehicle, and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing in work areas and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may work in the field and occasionally be exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, mechanical and/or electrical hazards, and hazardous physical substances and fumes. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-59 ASSOCIATE PLANNER DEFINITION DATE FLSA: NON-EXEMPT Under general supervision, performs various professional field and office planning work related to current and advance planning, including review of development and land use applications, zoning, site plans, and environmental documents; may administer the City's ordinances related to provisions for the preservation and restoration of views; provides project management and administration; completes technical assessments and prepares written project analyses; provides environmental review and project analysis for Capital Improvement Projects (CIP) and special projects in advance planning; provides professional advice and assistance to the public on planning, community development, zoning, permits, and environmental review; provides complex professional staff assistance within the department, other departments, and the public in areas of expertise; performs a variety of studies and prepares and presents staff reports; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general supervision from a Senior Planner. Exercises no direct supervision over staff. May exercise technical and functional direction over and provide training to entry-level and journey -level staff. CLASS CHARACTERISTICS This is the full journey -level class in the professional planning series. Incumbents are expected to perform the full range of professional and technical planning work in all of the following areas: current, advance, and/or environmental planning activities, and daily departmental operations, in addition to providing project management and administration. Positions at this level are distinguished from the Assistant level by the performance of the full range of duties as assigned, working independently and exercising judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. This class is distinguished from the Senior Planner in that the latter is the advanced journey -level class in the series and is responsible for organizing, assigning, and reviewing the work of departmental and/or contract staff involved in a major area of the Planning Division, in addition to performing the more complex planning and project management activities. Positions in the professional planner class series are flexibly staffed and positions at the Associate level may be filled by advancement from the Assistant level requiring at least two (2) years of experience at the Assistant -level and after gaining the knowledge, skill, experience, licenses, and certifications which meet the qualifications for and after demonstrating the ability to perform the work of the higher-level class. When filled from the outside, the employee is required to have at least three (3) years of experience that allows the employee to meet the qualification standards for the Associate level. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. 5-60 ➢ Reviews routine to complex commercial, institutional, and residential development proposals, plans, and applications for issuance of zoning clearance and for compliance with appropriate codes, ordinances, standards, laws, rules, regulations, and policies. ➢ Reviews permit applications and building plans for completeness and compliance with current City codes and regulations; provides interpretations of the California Environmental Quality Act (CEQA), Subdivision Map Act, and local environmental guidelines; identifies corrective actions to be taken by owners; recommends improvement and rehabilitation programs; conducts follow-up and re -check, and approves or denies submittals. ➢ Prepares written initial studies, negative declarations, and staff reports related to development projects or City projects. ➢ Participates in the administration of the view preservation and restoration ordinances related to the impact by foliage growth; processes planning, and view restoration/ preservation permit applications. ➢ Conducts site inspections, makes referrals for mediation services, and recommendations to the Department Director, Planning Commission, and City Council. ➢ Prepares draft staff reports on more complex projects involving site plan reviews, height variations, grading applications, minor exemption permits, variances and subdivisions. ➢ Assists the public at the front counter and on the phone, answering questions and providing information regarding zoning, land use, development standards, approved development proposals, and the City's entitlement process; performs plan check functions for various projects; receives and reviews entitlement applications for completeness; receives and records zoning and code compliance complaints, establishes appropriate files, performs inspections of document violations, coordinates actions with those of other agencies, and implements appropriate procedures to correct or resolve each complaint and violation. ➢ Manages planning and development projects, including application and plan review, coordination with project applicants and other City departments, preparation and posting of legal notices, background research, environmental review; preparation of staff reports, scheduling meetings and hearings, monitoring of project implementation to verify substantial conformance with approved plans, conditions and mitigation measures; suggests revisions to site plans and architecture; inspects project development sites. ➢ Compiles information for a variety of studies and reports; researches, analyzes, and interprets social, economic, population, and land use data and trends; researches and reviews previous entitlements and City records; develops recommendations and prepares written reports on various planning matters and the City's General Plan; participates in the implementation and administration of the City's General Plan and development regulations. ➢ Researches, collects, records, analyzes, interprets, and summarizes statistical and demographic information; prepares spreadsheets and establishes and maintains a comprehensive database. ➢ Prepares and presents staff reports for the City Council, Planning Commission and various other committees and advisory boards as directed; prepares research, reports, maps, and conducts briefings and meetings. ➢ Confers with and advises architects, builders, attorneys, contractors, engineers, and the general public regarding City development policies and standards; provides and clarifies information relative to land use, zoning, code interpretation, general plan compliance, signage, and other issues. ➢ Researches and assists in preparing ordinances for review. ➢ Participates in coordinating City planning and development related activities with other City departments and with outside agencies. ➢ Refers to and applies numerous documents including the General Plan, Zoning Ordinance, California Environmental Quality Act, Subdivision Map Act, State Planning laws, Municipal 5-61 Code, Specific Plans, County tax assessor's maps and records, building and architecture plans, etc. ➢ Attends meetings, conferences, workshops, and training sessions; attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of urban planning and other types of public services as they relate to the area of assignment. ➢ May provide technical direction and training to other planning and technical staff. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Modern principles and practices, technical and legal issues of urban and regional planning, zoning, urban economics, demographics, and environmental planning and program management. ➢ Geographic, socio-economic, transportation, political and other elements related to city planning. ➢ Comprehensive plans and current planning processes and the development process. ➢ Site planning and architectural design principles. ➢ General concepts of architecture, landscaping, grading, drainage, traffic and transportation engineering as they relate to the process of urban planning. ➢ Operational characteristics, services, and activities of a comprehensive environmental planning program. ➢ Applicable Federal, State, and local laws, codes, and requirements and related reports. ➢ Project management and contract administration principles and techniques. ➢ Researching and reporting methods, techniques, and procedures. ➢ Recent developments, current literature, and sources of information related to planning, zoning, and environmental review. ➢ Modern office methods, practices, procedures, and equipment, including computer hardware and software necessary for graphic presentation, mapping, and database management. ➢ Practices of researching planning and land use issues, evaluating alternatives, making sound recommendations, and preparing and presenting effective staff reports. ➢ Principles of advanced mathematics and their application to planning work. ➢ Methods and techniques of effective technical report preparation and presentation. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups, various business, professional, educational and regulatory organizations, and with property owners, developers, contractors, and the public. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors and City staff. Ability to: ➢ Interpret planning and zoning programs to the general public; identify and respond to issues and concerns of the public, City Council, and other boards and commissions. ➢ Read plans and specifications and make effective site visits. ➢ Assess, monitor, and report environmental impact on and of various City programs and services. ➢ Analyze site design, terrain constraints, land use compatibility, utilities, and other urban services. ➢ Conduct routine research projects, evaluate alternatives, and make sound recommendations. 5-62 ➢ Read, interpret, apply, and explain technical written material and complex Federal, State, and local policies, procedures, laws, regulations, ordinances, and City planning policies and procedures. ➢ Read and understand technical drawings and specifications. ➢ Perform mathematical and planning computations with precision. ➢ Effectively represent the department and the City in meetings with governmental agencies, community groups, and various business, professional, and regulatory organizations and individuals. ➢ Coordinate assigned activities with other City departments and agencies as required. ➢ Direct the work of contract consultants. ➢ Prepare and present clear, concise, and logical written and oral reports, correspondence, policies, procedures, and other written materials. ➢ Establish and maintain a variety of filing, record-keeping, and tracking systems. ➢ Make sound, independent decisions within established policy and procedural guidelines. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate modern office equipment including computer equipment and specialized software applications programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to graduation from an accredited four-year college or university with major coursework in urban planning, community development, business or public administration, or a related field and three (3) years of professional experience in planning, zoning and related community development activities. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer, to inspect City development sites, including traversing uneven terrain, climbing ladders, stairs, and other temporary or construction access points; to operate a motor vehicle, and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing in work areas and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push and pull materials and objects weighing up to 25 pounds. 5-63 ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may work in the field and occasionally be exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, mechanical and/or electrical hazards, and hazardous physical substances and fumes. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-64 BUILDING INSPECTOR I DEFINITION DATE FLSA: NON-EXEMPT Under direct supervision, performs routine inspections at various stages of construction, alterations, and repair of residential building sites making sure construction is safe; ensures conformance with approved plans, specifications, standards, permits, licensing, and safety standards; provides a variety of information to property owners and contractors; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives direct supervision from the Building Official. Exercises no supervision of staff. CLASS CHARACTERISTICS This is the first working level class in the Building Inspector series. Initially, under supervision, incumbents with basic building trades experience perform inspections. As experience is gained, assignments become more varied and are performed with greater independence. Positions at this level typically learn to perform most of the duties required of the Building Inspector II class, but are not expected to function at the same skill level, usually exercise less independent discretion and judgment in matters related to work procedures and methods, and are not trained in and knowledgeable of the full range of combination building codes. Work is usually supervised while in progress and fits an established structure or pattern. Exceptions or changes in procedures are explained in detail as they arise. EXAMPLES OF TYPICAL FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations where appropriate so that qualified employees can perform the essential functions of the job. ➢ Performs field inspections of new and existing residential properties at various stages of construction, alterations, and repair for conformance to codes, regulations, plans, specifications, standards, and architect and engineering drawings. ➢ Performs non-structural plan checking for completeness, accuracy, and code compliance for new construction, alterations, or remodeling of existing structures. ➢ Writes "stop work" notices for work being done without permits or in an unsafe manner. ➢ Reviews plans and applications for building permits; may issue building permits. ➢ Investigates complaints regarding existing buildings or new construction to determine if code violations or problem conditions exist. ➢ Consults with the Building Official and City legal staff regarding legal aspects of building inspection and other matters; attends code interpretation meetings. ➢ Confers with and provides information to property owners, contractors, and others regarding code requirements and alternatives; attends pre -construction meetings; resolves complaints and problems. ➢ Conducts follow-up inspections to ensure compliance; establishes and maintains accurate and records and files. ➢ Prepares and maintains a variety of correspondence, reports, correction notices, and other written materials. 5-65 ➢ Assists the front counter in issuing permits and plan check submittals; prepare fees for plan check submittals and permitting. ➢ Represents the City in meetings with members of other public and private organizations, community groups, contractors, developers, and the public. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Principles, practices, methods, materials, techniques, and safety standards of building construction, building inspection, and structural design for residential buildings. ➢ Building, plumbing, electrical, mechanical, life safety, energy, and/or related codes. ➢ Applicable Federal, State, and local laws, rules, regulations, ordinances, and organizational policies and procedures governing the construction of assigned projects. ➢ Occupational hazards and standard safety practices necessary in the area of building inspection and construction. ➢ Safety equipment and practices related to the work, including safe driving rules and practices. ➢ Mathematical principles including algebra, geometry, and trigonometry. ➢ Record keeping principles and procedures. ➢ Modern office practices, methods, and computer equipment and applications related to the work. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Interpret, apply, explain, and ensure compliance with applicable Federal, State, and local laws, rules, regulations, policies, and procedures, and departmental policies governing the construction and inspection of buildings. ➢ Review, understand, interpret, and analyze construction blueprints, plans, specifications, architect and engineering drawings, and maps for conformance with City standards and policies. ➢ Detect faulty materials and workmanship and determine the stage of construction during which defects are most easily found and remedied. ➢ Coordinate and deal with contractors and property owners, as well as investigate building code violations and respond to inquiries and complaints in a fair, tactful, and timely manner. ➢ Prepare clear, effective, and accurate reports, and other written materials; maintain accurate and precise records. ➢ Effectively represent the department and the City in meetings with other departments, public and private organizations, and individuals. ➢ Maintain accurate logs, records, and basic written records of work performed. ➢ Make accurate mathematic computations. ➢ Operate office equipment and computer applications related to the work. ➢ Understand and carry out oral and written instructions. ➢ Make sound, independent decisions within established policy and procedural guidelines. ➢ Organize own work, set priorities, and meet critical time deadlines. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. 5-66 ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to the completion of the twelfth (1211) grade supplemented by construction code classes, such as uniform building, plumbing, mechanical, national electrical, and/or local municipal code, or a related field, and two (2) years of experience inspecting buildings or in general construction trades. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. ➢ Ability to obtain Certification as a Building or Combination Inspector by the International Conference of Building Officials or the International Code Council within one year of appointment. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to inspect various commercial and residential development sites, including traversing uneven terrain, climbing ladders, stairs, and other temporary or construction access points; to operate a motor vehicle to attend meetings and visit inspection sites; vision to read printed materials and a computer screen and make inspections; color vision to identify materials, structures, wires, and pipes; and hearing and speech to communicate in person and over the telephone and radio. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 40 pounds. ENVIRONMENTAL ELEMENTS Employees work partially in an office environment with moderate noise levels and controlled temperature conditions, and partially in the field and are occasionally exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, confining workspace, chemicals, mechanical and/or electrical hazards, and hazardous physical substances and fumes. Employees may interact with upset staff and/or public and private representatives and contractors in interpreting and enforcing departmental policies and procedures. 5-67 BUILDING INSPECTOR II DEFINITION DATE FLSA: NON-EXEMPT Under general supervision, performs routine to complex combination inspections at various stages of construction, alterations, and repair of residential, commercial, and industrial building sites to enforce building, plumbing, mechanical, electrical, and environmental codes, and other governing laws and ordinances, including basic zoning, grading, fire, and safety regulations; ensures conformance with approved plans, specifications, standards, permits, licensing, and safety standards; provides a variety of information to property owners, developers, architects, engineers, and contractors; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general supervision from the Building Official. May exercise technical and functional direction over and provide training to lower -level staff. CLASS CHARACTERISTICS This is the journey -level class in the Building Inspector series that performs the full range of duties related to conducting a variety of combination inspections for the City. Responsibilities include conducting inspections of residential, commercial, and industrial building sites, enforcing compliance with regulatory codes, laws, and ordinances, and ensuring conformance with approved plans, specifications, standards, permits, and licensing. Positions at this level are distinguished from the Building Inspector I class by the performance of the full range of combination inspection duties as assigned, working with a greater level of independent and exercising more independent judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. This class is distinguished from the Building Official in that the latter is a management -level class responsible for organizing, assigning, supervising, and reviewing all functions of the assigned division. EXAMPLES OF TYPICAL FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations where appropriate so that qualified employees can perform the essential functions of the job. ➢ Performs field inspections of new and existing commercial, industrial, and residential properties at various stages of construction, alterations, and repair for conformance to codes, regulations, plans, specifications, standards, and architect and engineering drawings related to foundations, framing, electrical, mechanical, heating, plumbing, structure, finish, and a wide variety of other routine to complex building system elements; inspects a variety of structural member factors; examines grade, quality, and treatment of a variety of materials; performs final inspections. ➢ Confers with legal, fire, public works, and other City or outside agency staff regarding building, fire, life safety, zoning, and other code interpretations and applications. ➢ Performs non-structural plan checking for completeness, accuracy, and code compliance for new construction, alterations, or remodeling of existing structures; ensures compliance with applicable codes and accepted engineering practices. ➢ Reviews energy calculations to ensure compliance with State codes. ➢ Performs grading inspections with an emphasis on drainable systems, compaction, subdrainage, and environmental protection. ➢ Initiates minor field changes on contract projects not involving structural or architectural features. ➢ Writes "stop work" notices for work being done without permits or in an unsafe manner. ➢ Reviews plans and applications for building permits; issues building permits; makes final inspections and issues certificates of occupancy. ➢ Investigates complaints regarding existing buildings or new construction to determine if code violations or problem conditions exist. ➢ Reviews damaged buildings for safe occupancy after fires or other disasters and occurrences. ➢ Consults with the Building Official and City legal staff regarding legal aspects of building inspection and other matters; attends code interpretation meetings. ➢ Confers with and provides information to developers, engineers, architects, property owners, contractors, and others regarding code requirements and alternatives; attends pre - construction meetings; resolves complaints and problems. ➢ Conducts follow-up inspections to ensure compliance; establishes and maintains accurate and complete case files; prepares documents and evidence for court proceedings and testifies in hearings and court proceedings, as necessary. ➢ Prepares and maintains a variety of correspondence, reports, correction notices, and other written materials. ➢ Represents the City in meetings with members of other public and private organizations, community groups, contractors, developers, and the public. ➢ Provides needed information and demonstrations concerning how to perform certain work tasks to new employees in the same or similar class of positions. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Principles, practices, methods, materials, techniques, and safety standards of building construction, building inspection, and structural design for commercial, industrial, and residential buildings. ➢ Building, plumbing, electrical, mechanical, life safety, energy, and related codes. ➢ Concepts and practices of non-structural plan review. ➢ Applicable Federal, State, and local laws, rules, regulations, ordinances, and organizational policies and procedures governing the construction of assigned projects. ➢ Occupational hazards and standard safety practices necessary in the area of building inspection and construction. ➢ Safety equipment and practices related to the work, including safe driving rules and practices. ➢ Mathematical principles including algebra, geometry, and trigonometry. ➢ Record keeping principles and procedures. ➢ Modern office practices, methods, and computer equipment and applications related to the work. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. 5-69 Ability to: ➢ Interpret, apply, explain, and ensure compliance with applicable Federal, State, and local laws, regulations, policies and procedures, and departmental policies governing the construction and inspection of buildings. ➢ Review, understand, interpret, and analyze construction blueprints, plans, specifications, architect and engineering drawings, and maps for conformance with City standards and policies. ➢ Detect faulty materials and workmanship and determine the stage of construction during which defects are most easily found and remedied. ➢ Coordinate and deal with contractors, engineers, and property owners, as well as investigate building code violations and respond to inquiries and complaints in a fair, tactful, and timely manner. ➢ Prepare clear, effective, and accurate reports, correspondence, change orders, specifications, and other written materials; maintain accurate and precise records. ➢ Effectively represent the department and the City in meetings with other departments, public and private organizations, and individuals. ➢ Make accurate mathematic computations. ➢ Operate office equipment and computer applications related to the work. ➢ Make sound, independent decisions within established policy and procedural guidelines. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to the completion of the twelfth (12th) grade supplemented by college -level coursework or technical training in construction technology, building inspection, or a related field, and three (3) years of responsible experience inspecting residential, commercial, or industrial buildings, or two (2) years of experience as a Building Inspector at the City of Rancho Palos Verdes. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. ➢ Certification as a Building or Combination Inspector by the International Conference of Building Officials or the International Code Council. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to inspect various commercial and residential development sites, including traversing uneven terrain, climbing ladders, stairs, and other temporary or construction access points; to operate a motor vehicle to attend meetings and visit inspection sites;; vision to read printed materials and a computer screen, and make inspections; color vision to identify materials, structures, wires, and pipes; and hearing and speech to communicate in person, 5-70 before groups, and over the telephone and radio. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 40 pounds. ENVIRONMENTAL ELEMENTS Employees work partially in an office environment with moderate noise levels and controlled temperature conditions, and partially in the field and are occasionally exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, confining workspace, chemicals, mechanical and/or electrical hazards, and hazardous physical substances and fumes. Employees may interact with upset staff and/or public and private representatives and contractors in interpreting and enforcing departmental policies and procedures. 5-71 BUILDING OFFICIAL DEFINITION DATE FLSA: EXEMPT Under general direction, plans, organizes, oversees, coordinates, and reviews the work of professional, technical, and administrative staff performing difficult and complex support duties related to all programs and activities of the Building Division; administers Building Code activities; manages the effective use of the City's permit processing, plans examination, building inspection, and code compliance resources to improve organizational productivity and customer service; provides highly complex and responsible support to the Director of Community Development in areas of expertise; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general direction from the Director of Community Development. Exercises general and direct supervision over professional, technical, and administrative support staff. CLASS CHARACTERISTICS This is a management classification that manages all Building Division activities, including building inspection, plans examination, permit processing, and code compliance. Responsibilities include performing diverse, specialized, and complex work involving significant accountability and decision-making responsibility. The incumbent organizes and oversees day-to-day activities and is responsible for providing professional -level support to the Director of Community Development in a variety of areas. Successful performance of the work requires an extensive professional background as well as skill in coordinating assigned functions with other divisions and departments. This class is distinguished from the Director of Community Development in that the latter has overall responsibility for all functions of the department and for developing, implementing, and interpreting public policy. EXAMPLES OF TYPICAL FUNCTIONS (Illustrative Only) Management reserves the rights to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations where appropriate so that qualified employees can perform the essential functions of the job. ➢ Plans, manages, and oversees the daily functions, operations, and activities of the Building Division, including building inspection, plans examination, permit processing, and code compliance. ➢ Manages and participates in the development and implementation of goals, objectives, policies, and priorities for the division; recommends within departmental policy, appropriate service and staffing levels; recommends and administers policies and procedures. ➢ Develops and standardizes procedures and methods to improve the efficiency and effectiveness of building inspection, plans examination, and permit processing services and activities; assesses and monitors workload and administrative and support systems; identifies opportunities for improvement and recommends to the Director. ➢ Manages and participates in the development and administration of and oversees the division budget. 5-72 ➢ Participates in the selection, trains, motivates, and evaluates assigned personnel; provides or coordinates staff training; works with employees on performance issues; implements discipline and termination procedures. ➢ Issues building and related permits for building construction activities within the City. ➢ Provides highly complex staff assistance to the Director of Community Development; develops and reviews staff reports related to building inspection, plans examination, permit processing, and code compliance activities and services; presents reports to the City Council, commissions, committees, and boards; performs a variety of public relations and outreach work related to assigned activities. ➢ Serves as source of information for developers, engineers, property owners, and contractors regarding Building Code and City construction regulations; reviews complex code applications for requested code modifications and alternate materials and methods; represents the division, department, and City in Building Code disputes and litigations. ➢ Performs preliminary review of projects submitted to the City; performs site inspections of construction projects to ensure compliance with Federal, State, and local construction codes; works closely with other departments in addressing City construction projects and code interpretations. ➢ Verifies consultant invoices for accuracy; verifies and prepares plan check and permit fees. ➢ Issues Certificates of Occupancy for new construction; addresses building appeals relating to City codes and ordinances; reviews alternate materials and methods of construction and unreasonable hardship requests; oversees special inspection and structural observations programs. ➢ Establishes policies and procedures for the enforcement of ordinances pertaining to housing, conservation and rehabilitation. ➢ Assists during emergency conditions and follows through with the City's Emergency Operations Plan; performs emergency reviews, inspections, and posts buildings according to the State Office of Emergency Services procedures. ➢ Conducts a variety of organizational studies, investigations, and operational studies; recommends modifications to programs, policies, and procedures, as appropriate. ➢ Attends and participates in professional group meetings; stays abreast of new trends and innovations in building inspection, plans examination, permit processing, and code compliance; researches emerging products and enhancements and their applicability to City needs. ➢ Monitors changes in regulations and technology that may affect operations; implements policy and procedural changes after approval. ➢ Receives, investigates, and responds to problems and complaints in a professional manner; identifies and reports findings and takes necessary corrective action. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Administrative principles and practices, including goal setting, program and project development, implementation, management, and evaluation. ➢ Principles and practices of budget development and administration. ➢ Principles and practices of employee supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures. ➢ Applicable Federal, State, and local laws, codes, and regulations concerning the operation of the assigned division. ➢ Principles and practices of contract administration and evaluation. 5-73 ➢ Organization and management practices as applied to the development, analysis, and evaluation of programs, policies, and operational needs of the assigned division. ➢ Recent and on-going developments, current literature, and sources of information related to the operations of the division. ➢ Principles, practices, methods, materials, techniques, and safety standards of building construction, building inspection, and structural design for commercial, industrial, and residential buildings. ➢ Building, plumbing, electrical, mechanical, life safety, energy, housing, zoning, and related codes. ➢ Principles and practices of plan checking and plan review processes; basic principles and practices of civil and structural engineering. ➢ Business letter writing and report preparation techniques. ➢ Records management principles and practices. ➢ Modern office practices, methods, computer equipment and computer applications. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors and City staff. Ability to: ➢ Recommend and implement goals, objectives, and practices for providing effective and efficient services. ➢ Manage and monitor complex projects, on-time and within budget. ➢ Plan, organize, assign, review, and evaluate the work of staff; train staff in work procedures. ➢ Evaluate and develop improvements in operations, procedures, policies, or methods. ➢ Research, analyze, and evaluate new service delivery methods, procedures, and techniques. ➢ Prepare clear and concise reports, correspondence, policies, procedures, and other written materials. ➢ Analyze, interpret, summarize, and present administrative and technical information and data in an effective manner. ➢ Interpret, apply, and ensure compliance with Federal, State, and local policies, procedures, laws, and regulations. ➢ Conduct complex research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports. ➢ Effectively represent the department and the City in meetings with governmental agencies, community groups, and various businesses, professional, and regulatory organizations and in meetings with individuals. ➢ Establish and maintain a variety of filing, record keeping, and tracking systems. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate modern office equipment including computer equipment and specialized software applications programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. 5-74 Education and Experience: Any combination of training and experience, which would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to graduation from an accredited four-year college or university with major coursework in building trades, construction management, community development, engineering, architecture, or a related field, and at least five (5) years increasingly responsible management and/or administrative experience as a building official or in plan checking and/or the enforcement of building codes with a public agency, including two (2) years of project management or supervisory experience. State of California environmental and local zoning code enforcement experience is desirable. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. ➢ Possession of, or ability to obtain, a Building Official certification by the International Code Council. ➢ Possession of, or ability to obtain, certifications as Building or Combination Inspector and Plan Examiner by the International Code Council. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle and to visit various construction, City, and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office, partially a field classification, and standing in and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees primarily work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to potentially hazardous physical substances. Employees partially work in the field and may be exposed to hot and cold temperatures, inclement weather conditions, loud noise levels, vibration, confining workspace, chemicals, mechanical and/or electrical hazards, and hazardous physical substances and fumes. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures and City codes. 5-75 CITY CLERK DEFINITION DATE FLSA: EXEMPT Under administrative and policy direction, plans, organizes, manages, and provides administrative direction and oversight for all functions and activities of the City Clerk's Office, including administration, election management, archiving of public records and public information, and filing officer services; coordinates assigned activities with other City departments, officials, outside agencies, and the public; fosters cooperative working relationships among City departments and with State and local intergovernmental and regulatory agencies and various public and private groups; provides highly responsible and complex administrative support to the City Manager and the City Council; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives administrative direction from the City Manager and policy direction from the City Council. The work provides for a wide variety of independent decision-making, within legal and general policy and regulatory guidelines. Exercises general direction and supervision over supervisory, technical, and administrative support staff through subordinate levels of supervision. CLASS CHARACTERISTICS This is a management classification that oversees, directs, and participates in all activities of the City Clerk's Office, including short- and long-term planning and development and administration of departmental policies, procedures, and services. The incumbent provides assistance to the City Manager and City Council in a variety of administrative, coordinative, analytical, and liaison capacities. Successful performance of the work requires knowledge of public policy, municipal functions and activities, including the role of an elected City Council, and the ability to develop, oversee, and implement projects and programs in a variety of areas. Responsibilities include coordinating the activities of the department with those of other departments and outside agencies and managing and overseeing the complex and varied functions of the department. The incumbent is accountable for accomplishing departmental planning and operational goals and objectives and for furthering City goals and objectives within general policy guidelines. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Assumes full management responsibility for all programs, services, and activities of the City Clerk's Office, including administration, public information, election management, and records management. ➢ Develops, directs, and coordinates the implementation of goals, objectives, policies, procedures, and work standards for the City Clerk's Office; establishes, within City policy, appropriate budget, service, and staffing levels. ➢ Manages and participates in the development and administration of the department's annual budget; directs the forecast of additional funds needed for staffing, equipment, materials, and 5-76 supplies; directs the monitoring of and approves expenditures; directs and implements adjustments as necessary. ➢ Selects, trains, motivates, and directs department personnel; evaluates and reviews work for acceptability and conformance with department standards, including program and project priorities and performance evaluations; provides or coordinates staff training; works with employees on performance issues; implements discipline and termination procedures; responds to staff questions and concerns. ➢ Contributes to the overall quality of the department's service by developing, reviewing, and implementing policies and procedures to meet legal requirements and City needs; continuously monitors and evaluates the efficiency and effectiveness of service delivery methods and procedures; assesses and monitors the distribution of work, support systems, and internal reporting relationships; identifies opportunities for improvement; directs the implementation of change. ➢ Coordinates City Clerk's Office activities with those of other departments and outside agencies and organizations; provides staff assistance to the City Manager and City Council; prepares and presents staff reports and other necessary correspondence. ➢ Plans, manages, and conducts municipal elections and special elections; ensures conformance with the California Elections Code, Political Reform Act, and other government codes; coordinates, receives, and certifies sufficiency/insufficiency of ballot measures, initiative petitions, arguments, rebuttals, referendums, recalls, and impartial analyses; prepares municipal legislation as required; prepares candidate's notebooks and provides necessary information to candidates, committees, and the public; serves as filing officer for the Fair Political Practices Commission for campaign disclosure filings; maintains election documents for public inspection; oversees printing of sample ballot material; declares election results; administers and files oaths of office. ➢ Oversees the operations of the City-wide records management program, document imaging system, and records preservation and destruction; sets and ensures legal compliance retention schedules for City records; develops and updates records retention policies and procedures; researches City documents, historical information, and other information as needed; attests, indexes, and files all legislative actions. ➢ Maintains custody of the City Seal, ensuring authentication of only approved documents; certifies official documents for City Attorney's Office, court, and other agencies; notarizes documents for official City business and upon request; administers oath of office to City Officials and all City employees. ➢ Serves as Public Records Coordinator; ensures compliance with the Public Records Act, the Freedom of Information Act, and the Brown Act; reviews and monitors legal requests for records; ensures that all public records are open to inspection at all times during office hours and that every person's right to inspect any public record of the City is upheld. ➢ Serves as the Clerk of the City Council and Secretary to the Successor Agency and Improvement Authority; attends meetings and oversees the recording of all official proceedings; supervises the preparation of public notifications, agendas, minutes, and other documents; directs the publication, filing, indexing, and safekeeping of all proceedings of the City Council. ➢ Administers the public hearing process for the City Council, Successor Agency, and Improvement Authority; supervises the coordination of public hearing packets and public notices of hearings in accordance with various government code requirements and legal deadlines. ➢ Serves as Filing Officer and Filing Official for the Political Reform Act; manages the City's disclosure requirements for designated employees, including composing and presenting legislation; ensures all candidates, political committees, elected officials, appointed officers, and designated employees file timely and complete campaign disclosure forms; distributes 5-77 forms and notifications; conducts required audits; advises and trains candidates, committees, and treasurers on filing requirements; determines and collects fines for late filing; ensures campaign contribution limits and other requirements are met; corresponds with the Fair Political Practices Commission (FPPC) as appropriate. ➢ Selects, directs, and monitors service contracts assigned to the City Clerk's Office. ➢ Administers and manages a variety of functions in the City Clerk's Office including ensuring compliance with legal acts, including the Maddy Act; processing, filing, recording, and countersigning various documents and records; attesting all official documents of the City; receiving and distributing all subpoenas and claims; and preparing State filings. ➢ Manages the codification and distribution of revisions to the Municipal Code. ➢ Receives all General Liability Claims for Damage against the City; manages claims processes and coordinates responses from and to the City's Claims Adjuster; prepares staff reports regarding disposition of claims for Council agenda; review correspondence to claimants. ➢ Receives subpoenas, summons, complaints, lawsuits, bankruptcy notices, and other legal documents regarding official City business; refers to Claims Adjuster, City Attorney's Office, and City staff as necessary; coordinates responses and production of documents. ➢ Represents the City Clerk's Office to other City departments, elected officials, and outside agencies; explains and interprets departmental programs, policies, and activities; negotiates and resolves significant and controversial issues. ➢ Attends and participates in professional group meetings and committees; stays abreast of new trends and innovations in the field of municipal government. ➢ Monitors changes in laws, regulations, and technology that may affect City or departmental operations; implements policy and procedural changes as required. ➢ Responds to difficult and sensitive public inquiries and complaints and assists with resolutions and alternative recommendations. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Administrative principles and practices, including goal setting, program development, implementation, and evaluation, and supervision of staff, either directly or through subordinate levels of supervision. ➢ Public agency budget development, contract administration, City-wide administrative practices, and general principles of risk management related to the functions of the assigned area. ➢ Organizational and management practices as applied to the analysis and evaluation of projects, programs, policies, procedures, and operational needs; principles and practices of municipal government administration. ➢ Principles, practices, and procedures related to public agency record keeping, municipal elections, and the City Clerk function. ➢ Functions, authority, responsibilities, and limitations of an elected City Council. ➢ Automated and manual records management principles and practices, including legal requirements for recording, retention, and disclosure. ➢ Applicable Federal, State, and local laws, rules, regulations, ordinances, and organizational policies and procedures relevant to assigned area of responsibility, including Public Records Act, the Freedom of Information Act, and the Brown Act, FPPC procedures and regulations, and election laws and procedures. ➢ Record-keeping principles and procedures. 5-78 ➢ Modern office practices, methods, and computer equipment and applications related to the work. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups, various business, professional, educational, and regulatory organizations, and the public. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Develop and implement goals, objectives, policies, procedures, work standards, and internal controls for the department and assigned program areas. ➢ Provide administrative and professional leadership and direction to the department and the City. ➢ Prepare and administer budgets; allocate limited resources in a cost effective manner. ➢ Interpret, apply, explain, and ensure compliance with applicable Federal, State, and local laws, rules, regulations, policies, and procedures. ➢ Plan, organize, direct, and coordinate the work of supervisory, technical, and administrative personnel; delegate authority and responsibility. ➢ Select, train, motivate, and evaluate the work of staff. ➢ Research, analyze, and evaluate new service delivery methods, procedures, and techniques. ➢ Coordinate municipal elections within legal guidelines. ➢ Oversee and coordinate maintenance of the official records of the City. ➢ Prepare official minutes, resolutions, ordinances, clear and concise reports, correspondence, policies, procedures, and other written materials. ➢ Conduct complex research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports. ➢ Establish and maintain a variety of filing, record-keeping, and tracking systems. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate office equipment and computer applications related to the work. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to an Associate of Arts degree in public or business administration and six (6) years of increasingly responsible experience in a City Clerk's or Deputy City Clerk's office, including two (2) years of supervisory experience. A Bachelor's degree in a related field is preferred. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. ➢ Possession of, or ability to obtain, a Notary Public certification. ➢ Possession of, or ability to obtain, a Certified Municipal Clerk certification is highly desirable. 5-79 PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. • CIVIL ENGINEER DEFINITION DATE FLSA: EXEMPT Under general supervision, performs various professional field and office engineering work related to the management, planning, design, construction, and maintenance of the City's Capital Improvement Program (CIP), land development, traffic engineering, public works infrastructure, and daily departmental operations; provides project management and administration; confers with developers, contractors, and representatives of other agencies regarding facility and infrastructure development; administers professional services and construction contracts; administers Federal and State grant funds associated with construction projects; provides professional staff assistance to the Senior Civil Engineers, other departments, and the public in areas of expertise; performs a variety of studies and prepares and presents staff reports; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general supervision from a Senior Civil Engineer. Exercises general and direct supervision over professional, technical, and administrative staff. CLASS CHARACTERISTICS The Civil Engineer is the full journey -level class in the professional engineering series and requires the incumbent to possess and maintain registration as a licensed Professional Engineer in the State of California. Incumbents are expected to perform the full range of professional and technical engineering work in all of the following areas: the City's CIP, land development, traffic engineering, public works infrastructure, and daily departmental operations, in addition to providing project management and administration. Positions at this level are distinguished from the Assistant level by the performance of the full range of duties as assigned, working independently, and exercising a greater level of judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. This class is further distinguished from the Senior Civil Engineer in that the latter is the full supervisory -level class in the series and has ultimate responsibility for organizing, assigning, supervising, and reviewing the work of staff involved in a major functional area or project/program of the Engineering Division. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Plans, designs, reviews designs and inspects all phases of civil engineering public works construction projects, including defining the scope of the project, securing adequate funding from Federal and State grant programs and other funding sources, outreach to stakeholders, engineering coordination, construction management and project closeout. 5-81 ➢ Coordinates with permitting and public utility agencies; performs historical document research and review; prepares plans, specifications, and cost estimates. ➢ Applies engineering principles and practices to specific problems; coordinates construction schedules with other projects and agencies; prepares and reviews cost estimates; and inspects construction of projects to ensure compliance with construction documents; and performs related planning and design work. ➢ Reviews construction plans prepared by consulting engineers and private contractors to verify compliance with City, public utility, and improvement requirements; may check plans for conformance with regulations regarding line, grade, size, elevation, and location of structures; reviews engineering calculations of other engineers or engineering technicians; participates in pre -design, construction, and utility coordination meetings and issues construction permits. ➢ Provides construction administration, public relations, management, and inspection of public works construction projects, including coordinating work with other divisions and City departments, tracking and maintaining all project accounting, coordinating schedules, and providing public notices of projects. ➢ Investigates field problems affecting property owners, contractors, and maintenance operations; responds to citizen inquiries and complaints; provides information to the public at the front counter in person, via telephone, or other means of communication regarding grading, encroachment permits, right-of-way and property line information, utility information, slope stability and groundwater issues, improvement plan check, and payment processes. ➢ Provides staff support to citizen advisory committees as assigned. ➢ Implements Water Quality and Flood Protection (WQFP), including multiyear project programming, master plan development, project scoping, reporting and responding to citizen oversight committee. ➢ Implements National Pollutant Discharge Elimination System (NPDES) stormwater quality regulatory program. ➢ Analyzes and resolves problems to ensure compliance with regulatory performance standards and specifications. ➢ Prepares and/or assists with the preparation of Requests for Proposals; reviews and analyzes bids. ➢ Reviews invoices from consultants and contractors for approval and processing. ➢ Assists in the preparation of departmental budget. ➢ Oversees, performs and directs inspection activities. ➢ Reviews traffic control plans, performs speed and traffic surveys and traffic counts. ➢ Conducts traffic engineering studies. ➢ Attends meetings, conferences, workshops, and training sessions and reviews publications and audio-visual materials to become and remain current on principles, practices, and new developments in assigned work areas. ➢ May provide technical direction and training to other engineering and technical staff. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Civil engineering principles, techniques, policies, and procedures. ➢ Methods, materials, and techniques used in the construction of public works projects, including water and wastewater systems, stormwater, street, and traffic systems design. ➢ Principles, practices, procedures, and standards related to City public works, engineering infrastructure development and maintenance, and surveying. 5-82 ➢ Principles and practices of capital improvement program budgeting, cost estimation, funding, project management, and contract administration. ➢ General design, layout, and construction practices for public improvements such as streets, storm drains, grading, and landscaping. ➢ Subdivision engineering, plan review, mapping, and construction practices. ➢ Bidding requirements for public works projects. ➢ Project management and contract administration principles and techniques. ➢ Engineering plan types, review practices, and permit filing and approval procedures. ➢ Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to assigned area of responsibility. ➢ Modern office practices and technology, including personal computer hardware and software applications related to the work, such as computer-aided drafting (CAD) concepts and applications, and Geographic Information Systems (GIS) programs. ➢ Modern developments, current literature, and sources of information regarding civil engineering. ➢ Principles of advanced mathematics and their application to engineering work. ➢ Principles of soil mechanics, geotechnical engineering principles and practices. ➢ Practices of researching engineering and design issues, evaluating alternatives, making sound recommendations, and preparing and presenting effective staff reports. ➢ Methods and techniques of effective technical report preparation and presentation. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups, various business, professional, educational, and regulatory organizations and with property owners, developers, contractors, and the public. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors and City staff Ability to: ➢ Conduct complex civil engineering research projects, analyze complex problems, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports. ➢ Prepare, understand, and interpret engineering construction plans, specifications, and other contract documents. ➢ Conduct comprehensive engineering studies and prepare reports with recommendations. ➢ Assist in and develop and administer contracts for professional services and construction in a public agency setting. ➢ Interpret, apply, explain, and ensure compliance with Federal, State, and local policies, procedures, laws, and regulations, technical written material, and City engineering policies and procedures. ➢ Design engineering projects. ➢ Read and understand technical drawings and specifications. ➢ Perform mathematical and engineering computations with precision. ➢ Recognize discrepancies from as -built to contract specifications and recommend reconciliation. ➢ Make engineering design computations and check, design, and prepare engineering plans and studies. ➢ Effectively represent the department and the City in meetings with governmental agencies, community groups, and various business, professional, and regulatory organizations and individuals. ➢ Direct the work of contract consultants. ➢ Prepare and present clear, concise, and logical written and oral reports, correspondence, policies, procedures, legal descriptions, and other written materials. 5-83 ➢ Establish and maintain a variety of filing, record-keeping, and tracking systems. ➢ Make sound, independent decisions within established policy and procedural guidelines. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate modern office equipment including computer equipment and specialized software applications programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to graduation from an accredited four-year college or university with major coursework in civil engineering, construction management, architecture, or a closely related field and three (3) years of professional engineering design, plan review, and project administration experience, preferably in a public agency setting. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. ➢ Possess and maintain a Registered Professional Civil Engineer license in the State of California. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer, to inspect City development sites, including traversing uneven terrain, climbing ladders, stairs, and other temporary or construction access points, to operate a motor vehicle, and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing in work areas and walking between work areas and to conduct inspections may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may work in the field and occasionally be exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, mechanical and/or electrical hazards, and hazardous physical substances and fumes. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. • CODE ENFORECEMENT OFFICER DEFINITION DATE FLSA: NON-EXEMPT Under general supervision, performs a variety of routine to complex technical and public contact duties related to the City's code compliance program, including the identification, investigation, and correction of violations of the City's municipal, zoning, fire, building, development, and animal codes and massage permits; investigates citizen complaints of public nuisances and quality of life issues and seeks voluntary compliance or issues citations and initiates abatement procedures; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general supervision from the Deputy Director of Community Development. Exercises no supervision of staff. CLASS CHARACTERISTICS This is a journey -level class that performs the full range of duties related to inspection and compliance activities required to ensure compliance with the City's zoning and building codes. Responsibilities include the authority to cite violators and initiate court proceedings for compliance. Successful performance of the work requires the frequent use of tact, discretion, and independent judgment, knowledge of departmental and City activities, and extensive staff, public, and organizational contact. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. EXAMPLES OF TYPICAL FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations where appropriate so that qualified employees can perform the essential functions of the job. ➢ Receives, records, and investigates complaints from the public and staff regarding violations of building, and zoning codes, ordinances, housing standards, health and safety regulations, and animal control during field investigations; documents violations by securing photographs and other pertinent data; researches ownership records, prior complaints, municipal codes and ordinances, and State regulations to establish whether a violation has occurred. ➢ Initiates contacts with residents, business representatives, and other parties to explain the nature of incurred violations and to encourage compliance with City codes, ordinances, and community standards; initiates abatement of dangerous properties and vector control issues of properties; provides confirmation regarding code regulations to the public by telephone and in person. ➢ Makes drive-by or on-site inspections of residential, institutional, and/or commercial areas; notes possible violations at other property sites during the course of field investigations. ➢ Prepares and issues notices of violation or noncompliance and follow-up notices and other correspondence according to applicable codes and regulations; issues letters to property 5-85 owners notifying them of violation; as appropriate, affixes a notice of violation on property to abate public safety hazards and nuisances. ➢ Meets with City and outside agency planning, building, geology, engineering, sheriff, and public works staff and legal counsel regarding complaints; coordinates activities with other code compliance personnel and outside agencies. ➢ Coordinates and conducts follow-up abatement procedures including the preparation of additional correspondence, site visits, and communication with property owners and attorneys; conducts follow-up investigations to ensure compliance with applicable codes and ordinances; prepares non-compliance cases for legal action; presents testimony at hearings. ➢ Participates in developing and implementing animal code and control related programs. ➢ Provides information to violators, the general public, business community, and other government agencies regarding codes, laws, and ordinances; responds to questions, complaints, and inquiries. ➢ Drafts and recommends revisions to City code enforcement policies, procedures, and standards. ➢ Participates in recommending, developing, and administering policies, procedures, and projects to ensure efficient and effective code enforcement activities in compliance with City guidelines, standards, goals, and objectives. ➢ Performs a variety of public relations and outreach work related to assigned activities. ➢ Maintains files, databases, and records related to citations and violations; prepares a variety of written reports, memoranda, and correspondence. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Principles, practices, methods, and techniques of code violation investigation and compliance. ➢ Methods and procedures used in code compliance including citation issuance procedures, methods used to obtain various types of inspection warrants, and principles used to prepare legal documents. ➢ Practices for documenting inspections, correcting violations, and carrying through on court procedures. ➢ Basic requirements of zoning, building, and related codes, ordinances, and regulations. ➢ Applicable Federal, State, and local laws, rules, regulations, ordinances, and organizational policies and procedures relevant to assigned area of responsibility. ➢ Legal descriptions and boundary maps of real property and legal terminology as used in code compliance. ➢ Occupational hazards and standard safety practices necessary in the area of code compliance. ➢ Research and reporting methods, techniques, and procedures. ➢ Principles and procedures of record-keeping, technical report writing, and preparation of correspondence and presentations. ➢ Safety equipment and practices related to the work, including safe driving rules and practices. ➢ Modern office practices, methods, and computer equipment and applications related to the work. ➢ English usage, spelling, vocabulary, grammar, and punctuation. ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups, various business, professional, educational and regulatory organizations, and with property owners, developers, contractors, and the public. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Explain codes and regulations to property owners, residents, and others. ➢ Interpret, apply, explain, and ensure compliance with applicable Federal, State, and local laws, rules, regulations, policies and procedures. ➢ Understand and explain occupational hazards and standard safety practices related to code compliance. ➢ Identify and respond to issues and concerns of management, City government, a variety of professional groups, commissions, and committees, and the general public. ➢ Effectively represent the department and the City in meetings with governmental agencies, community groups, and various businesses, professional, and regulatory organizations and in meetings with individuals. ➢ Respond to inquiries, complaints, and requests for service in a fair, tactful, and timely manner. ➢ Prepare clear and concise reports, correspondence, and other written materials. ➢ Maintain accurate logs, records, and basic written records of work performed. ➢ Make accurate arithmetic, financial, and statistical computations. ➢ Organize own work, set priorities, and meet critical time deadlines. ➢ Operate office equipment and computer applications related to the work. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence and independent judgment within general policy, procedural and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to the completion of the twelfth (12th) grade supplemented by some college -level coursework or technical training in code compliance and two (2) years of increasingly responsible municipal code compliance experience. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to inspect various City sites, including traversing uneven terrain, climbing ladders, stairs, and other temporary or construction access points; to operate a motor vehicle to attend meetings and visit inspection sites; vision to read printed materials and a computer screen, and make inspections; and hearing and speech to communicate in person, before groups, and over the telephone. This is partially a sedentary office and partially a field operations classification; frequent standing and walking between work areas is required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 40 pounds. ENVIRONMENTAL ELEMENTS 5-87 Employees work partially in an office environment with moderate noise levels and controlled temperature conditions, and partially in the field and are occasionally exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, and hazardous physical substances and fumes. Employees may interact with upset staff and/or public and private representatives and contractors in interpreting and enforcing departmental policies and procedures. PRON'ro-I ASLOI-01 DEPUTY CITY CLERK DEFINITION DATE FLSA: NON-EXEMPT Under general direction, provides administrative and program support to the City Clerk in the preparation of City Council agendas, minutes, actions, ordinances, and resolutions, in the maintenance of official documents and records, in the administration of City elections, and in overseeing the day-to-day activities, services, and operations of the City Clerk's function; provides varied technical, complex, specialized, and confidential office administrative support to the City Clerk and other City departments as assigned; coordinates assigned activities with those of other City departments; acts for the City Clerk on a relief basis; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general direction from the City Clerk. Exercises general supervision over assigned technical and administrative staff. CLASS CHARACTERISTICS This is a single -position classification that is responsible for the administration and daily operations of the City Clerk's Office functions and activities, under the direction of the City Clerk. This classification performs a variety of administrative duties, including assisting in the development of City Council agendas, administration of filings, records management, assisting with municipal elections, and coordinating with other City departments. This classification is distinguished from other administrative support positions in that the nature, scope, and diversity of responsibilities of this classification require a broader understanding of City functions and the capability of relieving the City Clerk of day-to-day office administrative and coordinative duties, as well as fulfilling some of the duties of the City Clerk in the latter's absence. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Assists in overseeing and performing functions of the day-to-day operations of the City Clerk's office, including the maintenance of administrative files, resolutions, ordinances, contracts, agreements, deeds, annexations, and other official documents; performs mandated and other City Clerk duties in the absence of the City Clerk. ➢ Participates in the development and implementation of goals, objectives, policies, and priorities for departmental programs; recommends and administers policies and procedures. ➢ Assists in the development, administration, and oversight of the department budget. ➢ Directs and coordinates the work plan for the assigned staff; meets with staff to identify and resolve problems; assigns work activities and projects; monitors work flow; reviews and evaluates work products, methods, and procedures. ➢ Participates in the selection of, trains, motivates, and evaluates assigned personnel; provides or coordinates staff training; works with employees on performance issues; implements discipline and termination procedures in consultation with the City Clerk. ➢ Monitors operations and activities of assigned programs; recommends improvements and modifications and prepares various reports on operations and activities. • ➢ Participates in planning, implementing, and managing the City's records management program; sets and ensures legal compliance with retention schedules for City records; develops and updates records retention policies and procedures. ➢ Ensures compliance with the Public Records Act, the Freedom of Information Act, and the Brown Act; reviews and monitors legal requests for records; ensures that all public records are open to inspection at all times during office hours and that every person's right to inspect any public record of the City is upheld. ➢ Assists with preparation of City Council, Successor Agency, and Improvement Authority meeting agendas and tentative agendas; assists in the assembly and distribution of agenda packets; attends meetings; assists with agenda and prepares minutes for the Peninsula Regional Law Enforcement Committee and serves as Recording Secretary for the Emergency Preparedness Committe on a rotational basis; takes and prepares meeting minutes in the absence of the City Clerk; prepares Council and Agency packets and approved resolutions, ordinances, and meeting minutes for archiving. ➢ Oversees the preparation, receipt, review, and processing of various reports and records. ➢ Provides assistance to the public and City staff by helping to identify records and information relevant to requests; ensures timely response to all requests and communicates in writing with any requestor in cases of unusual requests that may cause delays in obtaining all requested information; justifies any nondisclosure and/or ensures deletion of any portions that are exempt from the mandate of the Public Records Act. ➢ Performs complex records management activities, including assigning record codes to documents, imaging and/or filing, storage, and destroying City records. ➢ Assists in planning and conducting City municipal elections as required by state law; participates in all election events. ➢ Organizes, administers, maintains, and monitors all required Fair Political Practices Commission (FPPC) filings and election campaign disclosure statements. ➢ Administers policies and procedures and monitors filings of campaign statements for candidates, Council members, and all active committees as requested by state law; distributes forms and monitors filing of Statements of Economic Interests as required under the Political Reform Act; maintains a comprehensive list of designated employees under the City/ Redevelopment Agency Conflict of Interest Code. ➢ Supervises legal codification of the Municipal Code Book; proofreads the codes upon request. ➢ Notarizes official documents; administers oaths of office. ➢ Receives subpoenas, summons, complaints, lawsuits, bankruptcy notices, and other legal documents regarding official City business; refers to Claims Adjuster, City Attorney's Office, and City staff as necessary; coordinates responses and production of documents. ➢ Coordinates and integrates program services and activities with other agencies and City departments. ➢ Monitors changes in regulations and technology that may affect operations; implements policy and procedural changes after approval. ➢ Receives, investigates, and responds to difficult and sensitive problems and inquiries in a professional manner; researches information; identifies and reports findings and takes necessary corrective action. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Principles, practices, and procedures related to public agency record keeping and the City Clerk function. 5-90 ➢ Automated and manual records management principles and practices, including legal requirements for recording, retention, storage, and disclosure. ➢ Organization and function of public agencies, including the role of an elected City Council and appointed boards and commissions. ➢ Applicable Federal, State, and local laws, rules, regulations, ordinances, and organizational policies and procedures relevant to assigned area of responsibility, including Public Records Act, the Freedom of Information Act, and the Brown Act, FPPC procedures and regulations, and election laws and procedures. ➢ A variety of public documents including contracts and ordinances. ➢ Municipal elections processes and procedures. ➢ Principles and practices of employee supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures. ➢ Business letter writing and the standard format for reports and correspondence. ➢ Modern office practices, methods, and computer equipment and applications related to the work. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups, various business, professional, educational, and regulatory organizations, and the public. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Recommend and implement goals, objectives, and practices for providing effective and efficient services. ➢ Supervise, train, plan, organize, schedule, assign, review, and evaluate the work of assigned staff. ➢ Participate in the preparation of department budget, including gathering and analyzing data related to expenditures and projected charges and monitoring budget expenditures and revenues. ➢ Evaluate and develop improvements in operations, procedures, policies, or methods. ➢ Maintain confidentiality and be discreet in handling and processing confidential information and data. ➢ Interpret, apply, explain, and ensure compliance with applicable Federal, State, and local laws, rules, regulations, policies, and procedures. ➢ Develop, plan, coordinate, and implement records management program suited to the needs of the City. ➢ Prepare official minutes, resolutions, and ordinances. ➢ Understand the organization and operation of the City and of outside agencies as necessary to assume assigned responsibilities. ➢ Compose correspondence and reports independently or from brief instructions. ➢ Research, analyze, and summarize data and prepare accurate and logical written reports. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate office equipment and computer applications related to the work. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. 5-91 Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to the completion of the twelfth (12th) grade supplemented by college -level coursework and/or specialized secretarial training and five (5) years of increasingly responsible secretarial or administrative experience in a municipal government agency, including one (1) year of supervisory experience, preferably within a City Clerk's office. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. ➢ Possession of, or ability to obtain, a Notary Public certification. ➢ Possession of, or ability to obtain, a Certified Municipal Clerk certification is desirable. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-92 DEPUTY DIRECTOR OF COMMUNITY DEVELOPMENT DEFINITION DATE FLSA: EXEMPT Under administrative direction, assists in planning, organizing, managing, and providing administrative direction and oversight for major functions and activities of the Community Development Department, including current, advance, and environmental planning, permitting, code compliance, and view restoration; assists in coordinating assigned activities with other City departments, divisions, and outside agencies; fosters cooperative working relationships among City departments, divisions, with intergovernmental and regulatory agencies, and various public and private groups; provides highly responsible and complex professional assistance to the Community Development Director in areas of expertise; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives administrative direction from the Director of Community Development. Exercises general and direct supervision over supervisory, professional, technical, and administrative support staff. CLASS CHARACTERISTICS This is the Deputy Department Director classification in the Community Development Department. The incumbent oversees, directs, and participates in major activities and programs of the department, including planning, code compliance, and view restoration, and is responsible for providing professional -level support to the Director in a variety of areas. Assists in short- and long-term planning, development, and administration of departmental policies, procedures and services. Successful performance of the work requires an extensive professional background as well as skill in coordinating departmental work with that of other City departments and public agencies. Responsibilities include performing and directing many of the department's day-to-day administrative functions. This class is distinguished from the Director of Community Development in that the latter has overall responsibility for all community development programs, functions, and activities, and for developing, implementing, and interpreting public policy. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Assumes management responsibility for major community development functions and activities, including current, advance, and environmental planning, permitting, code compliance, and view restoration. ➢ Manages and participates in the development and implementation of goals, objectives, policies, and priorities for assigned functions and programs; recommends, within departmental policy, appropriate service and staffing levels; recommends and administers policies and procedures. ➢ Assists in managing and participates in the development and administration of the department's annual budgets; directs the forecast of additional funds needed for staffing, equipment, materials, and supplies; directs the monitoring of and approves expenditures; directs and implements adjustments as necessary. 5-93 ➢ Continuously monitors and evaluates the efficiency and effectiveness of service delivery methods and procedures; assesses and monitors work load, administrative and support systems, and internal reporting relationships; identifies opportunities for improvement and reviews with the Director; directs the implementation of improvements. ➢ Selects, trains, motivates, and evaluates assigned personnel; provides or coordinates staff training; works with employees on performance issues; responds to staff questions and concerns; makes discipline recommendations to the Director. ➢ Meets and confers with department staff regarding interpretations of the zoning and subdivision code, processing of complex projects, and the assignment and monitoring of work. ➢ Meets with developers, engineers, property owners, contractors, and other agencies to discuss potential project proposals, pre -applications, feasibility analysis, currently submitted proposals, and/or status of development projects; answers questions and responds to inquiries. ➢ Manages and/or directs department or consulting staff in the management and implementation of routine to large and complex community development projects. ➢ Serves as a liaison for the department with other City departments, divisions, and outside agencies; attends meetings in various locations; provides staff support to commissions, committees, and task forces; participates in and/or facilitates focus groups and community events and workshops that provide public information regarding departmental programs, projects, and services. ➢ Negotiates contracts and agreements; coordinates with City department representatives to determine City needs and requirements for contractual services. ➢ Represents the department to other City departments, elected officials, and outside agencies; explains and interprets departmental programs, policies, and activities. ➢ Conducts a variety of departmental organizational and operational studies and investigations; recommends modifications to programs, policies and procedures as appropriate. ➢ Prepares, reviews, and presents staff reports, various management and information updates, and reports on special projects to the City Council, Planning Commission, and a variety of other boards and commissions, as assigned by the Director; attends meetings. ➢ Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of community development. ➢ Maintains and directs the maintenance of working and official departmental files. ➢ Monitors changes in laws, regulations, and technology that may affect City or departmental operations; implements policy and procedural changes as required. ➢ Responds to difficult and sensitive public inquiries and complaints and assists with resolutions and alternative recommendations. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Administrative principles and practices, including goal setting, program development, implementation, and evaluation, and supervision of staff. ➢ Public agency budgetary, contract administration, administrative practices, and general principles of risk management related to the functions of the assigned area. ➢ Organizational and management practices as applied to the analysis and evaluation of projects, programs, policies, procedures, and operational needs; principles and practices of municipal government administration. ➢ Principles and practices of community development program development, implementation, and management in a municipal setting. ➢ Methods, materials, and techniques used in the planning of community development projects. 5-94 ➢ Applicable Federal, State, and local laws, rules, regulations, ordinances, and organizational policies and procedures relevant to assigned area of responsibility. ➢ Principles and practices of employee supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures. ➢ Methods and techniques for the development of presentations, contract negotiations, business correspondence, and information distribution; research and reporting methods, techniques, and procedures. ➢ Record keeping principles and procedures. ➢ Modern office practices, methods, computer equipment and applications related to the work. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Assist in developing and implementing goals, objectives, policies, procedures, work standards, and internal controls for the department and assigned program areas. ➢ Assist in preparing and administering large and complex budgets; allocate limited resources in a cost effective manner. ➢ Interpret, apply, explain, and ensure compliance with applicable Federal, State, and local laws, rules, regulations, policies, and procedures. ➢ Select, train, motivate, and evaluate the work of staff and train staff in work procedures. ➢ Research, analyze, and evaluate new service delivery methods, procedures, and techniques. ➢ Effectively administer special projects with contractual agreements and ensure compliance with stipulations; effectively administer a variety of community development programs and administrative activities. ➢ Conduct effective negotiations and effectively represent the City and the department in meetings with governmental agencies, contractors, vendors, and various businesses, professional, regulatory, and legislative organizations. ➢ Prepare clear and concise reports, correspondence, policies, procedures, and other written materials. ➢ Read and review plans. ➢ Conduct complex research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports. ➢ Establish and maintain a variety of filing, record-keeping, and tracking systems. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate office equipment and computer applications related to the work. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: 5-95 Equivalent to graduation from an accredited four-year college or university with major coursework in community development, urban planning, civil engineering, or a related field and six (6) years of management and/or administrative experience in community development, urban planning, and project administration. Licenses and Certifications: Possession of, or ability to obtain, a valid California Driver's License by time of appointment PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer, to inspect City development sites, to operate a motor vehicle, and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-96 DEPUTY CITY MANAGER DEFINITION DATE FLSA: EXEMPT Under administrative and general policy direction, provides highly responsible and complex management assistance to the City Manager and City Council in coordinating and directing City- wide departmental activities and operations; assists the City Manager in executing the long-term vision for the City in collaboration with the City Council and Department Directors; provides leadership to all City departments to enable department directors to effectively and efficiently maximize available resources; ensures quality services provision to the residents of the community; coordinates assigned activities with other City departments, officials, outside agencies, and the public; fosters cooperative working relationships among City departments and with intergovernmental and regulatory agencies and various public and private groups; provides highly responsible and complex professional assistance to the City Manager in areas of expertise; acts as City Manager in the City Manager's absence; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives administrative and general policy direction from the City Manager. The work provides for a wide variety of independent decision-making, within legal and general policy and regulatory guidelines. Exercises general supervision over professional, technical and administrative support staff. CLASS CHARACTERISTICS This management classification oversees, directs, and participates in all activities of the City's operations, including short- and long-term planning, policy development and administration, and enforcing all City codes and regulations. The incumbent regularly interacts with the City Manager, City Council, and departmental representatives in obtaining and coordinating projects and information. Successful performance of the work requires knowledge of public policy, municipal functions, and activities, including the role of an elected City Council and the ability to develop, oversee, and implement projects and programs in a variety of areas. Responsibilities include coordinating the activities among all City departments and agencies and managing and overseeing the complex and varied programs, contracts, projects, and activities of the assigned function. The incumbent is accountable for accomplishing City-wide planning and operational goals and objectives within general policy guidelines. EXAMPLES OF TYPICAL FUNCTIONS (Illustrative Only) Management reserves the rights to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations where appropriate so that qualified employees can perform the essential functions of the job. ➢ Assists the City Manager in planning, organizing, and directing the services and activities of City departments and programs. ➢ Implements directives and policies from the City Manager; provides guidance and direction to Department Directors to coordinate and direct programs and projects; meets with Department Directors to identify and resolve organizational and operational problems both within 5-97 departments and across departmental lines; ensures the successful completion of programs and projects. ➢ Contributes to the overall quality of the City's service provision by developing, reviewing, and implementing policies and procedures to meet legal requirements and City needs; monitors and evaluates the efficiency and effectiveness of service delivery methods and procedures; assesses and monitors the distribution of work, support systems, and internal reporting relationships; identifies opportunities for improvement; directs the implementation of change. ➢ Coordinates the development and administration of the City's budget and Capital Improvement Program; assists with budget forecasting; reviews and controls programs and projects to ensure cost effectiveness. ➢ Participates in the preparation and administration of the City Manager's Office budget; maintains and monitors appropriate budgeting controls; monitors compliance with budget parameters and general financial policies. ➢ Represents the City in meetings with governmental agencies, community groups, and various business, professional, educational, regulatory and legislative organizations; may act as a City liaison with the media. ➢ Conducts a variety of City-wide organizational and operational studies and investigations; recommends modifications to programs, policies, and procedures as appropriate. ➢ Participates on and makes presentations to the City Council and commissions; attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of city government operations and other types of public services as they relate to the area of assignment. ➢ Represents the City on various intergovernmental committees, task forces, and commissions pertaining to city management and assigned program matters. ➢ Monitors changes in laws, regulations, and technology that may affect City or departmental operations; implements policy and procedural changes as required. ➢ Prepares, reviews, and presents staff reports, various management and information updates, and reports on special projects as assigned by the City Manager. ➢ Participates in the selection, trains, motivates, and evaluates assigned personnel; provides or coordinates staff training; works with employees on performance issues; implements discipline and termination procedures. ➢ Responds to difficult and sensitive public inquiries and complaints and assists with resolutions and alternative recommendations. ➢ Serves as acting City Manager in the absence of the City Manager. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Administrative principles and practices, including goal setting, program development, implementation, and evaluation, and supervision of staff, either directly or through subordinate levels of supervision. ➢ Public agency budgetary, contract administration, and City-wide administrative practices related to the functions of the assigned area. ➢ Principles, practices, and legal elements of California economic and community development and redevelopment. ➢ Organizational and management practices as applied to the analysis and evaluation of projects, programs, policies, procedures, and operational needs; principles and practices of municipal government administration. • ➢ Applicable Federal, State, and local laws, codes, regulations, and policies, technical processes, and procedures. ➢ Principles and practices of employee supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures. ➢ Technical, legal, financial, and public relations issues associated with the management of City programs. ➢ Methods and techniques for the development of presentations, contract negotiations, business correspondence, and information distribution; research and reporting methods, techniques, and procedures. ➢ Record keeping principles and procedures. ➢ Modern office practices, methods, and computer equipment and applications related to the work. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups, various business, professional, educational, and regulatory organizations, and the public. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Develop and implement goals, objectives, policies, procedures, work standards, and internal controls for the City and assigned program areas. ➢ Work cooperatively with, provide staff support to, and implement the policies of the City Manager and City Council. ➢ Provide leadership and direction to all departments of the City. ➢ Prepare and administer large and complex budgets; allocate resources in a cost effective manner. ➢ Interpret, apply, explain, and ensure compliance with Federal, State, and local policies, procedures, laws, and regulations. ➢ Plan, organize, direct, and coordinate the work of supervisory, technical, and office support staff; delegate authority and responsibility. ➢ Research, analyze, and evaluate new service delivery methods, procedures, and techniques. ➢ Effectively administer special projects with contractual agreements and ensure compliance with stipulations; effectively administer a variety of programs and administrative activities. ➢ Conduct effective negotiations and effectively represent the City in meetings with governmental agencies, contractors, vendors, and various businesses, professional, regulatory, and legislative organizations. ➢ Prepare clear and concise reports, correspondence, policies, procedures, and other written materials. ➢ Conduct complex research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports. ➢ Establish and maintain a variety of filing, record keeping, and tracking systems. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate modern office equipment including computer equipment and specialized software applications programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. 5-99 ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience, which would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to graduation from an accredited four-year college or university with major coursework in business or public administration, public policy, finance, or a related field and at least seven (7) years of management or administrative experience in municipal administration and/or assigned program areas in a public agency. A Master's degree in public administration is desirable. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing in work areas and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, typewriter keyboard, or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-100 DEPUTY DIRECTOR OF FINANCE DEFINITION DATE FLSA: EXEMPT Under administrative direction, assists in planning, organizing, managing, and providing administrative direction and oversight for major functions and activities of the Finance Department, including accounting, purchasing, budgeting, business licensing, burglar alarm, cash management, and/or financial reporting; assists in coordinating assigned activities with other City departments, divisions, outside agencies, and the public; fosters cooperative working relationships among City departments, divisions, and with intergovernmental and regulatory agencies and various public and private groups; provides highly responsible and complex professional assistance to the Finance Director in areas of expertise; acts as the Finance Director in his/her absence; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives administrative direction from the Director of Finance. Exercises general and direct supervision over management, supervisory, professional, technical, and administrative support staff. CLASS CHARACTERISTICS This is a Deputy Department Director classification in the Finance Department. The incumbent oversees, directs, and participates in major activities and programs of the Finance Department, including financial reporting, payroll, accounts payable, and purchasing, and is responsible for providing professional -level support to the Director of Finance in a variety of areas. Assists in short- and long-term planning, development, and administration of departmental policies, procedures, and services. Successful performance of the work requires an extensive professional background as well as skill in coordinating departmental work with that of other City departments and public agencies. Responsibilities include performing and directing many of the department's day-to-day administrative functions. This class is distinguished from the Director of Finance in that the latter has overall responsibility for all finance programs, functions, and activities, and for developing, implementing, and interpreting public policy. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Assumes management responsibility for major finance functions and activities, including financial reporting, payroll, accounts payable, and purchasing. ➢ Manages and participates in the development and implementation of goals, objectives, policies, and priorities for assigned functions and programs; recommends, within departmental policy, appropriate service and staffing levels; recommends and administers policies and procedures. ➢ Assists in managing and participates in the development and administration of the department's and the City's annual budget and capital improvement budgets; directs the forecast of additional funds needed for staffing, equipment, materials, and supplies; directs 5-101 the monitoring of and approves expenditures; directs and implements adjustments as necessary. ➢ Selects, trains, motivates, and evaluates assigned personnel; provides or coordinates staff training; works with employees on performance issues; responds to staff questions and concerns; makes discipline recommendations to the Director. ➢ Continuously monitors and evaluates the efficiency and effectiveness of service delivery methods and procedures; assesses and monitors work load, administrative and support systems, and internal reporting relationships; identifies opportunities for improvement and reviews with the Director; directs the implementation of improvements. ➢ Assists in planning, directing, and coordinating the Finance Department's work plan; meets with staff to identify and resolve problems; assigns projects and programmatic areas of responsibility; reviews and evaluates work methods and procedures. ➢ Assists in the planning, organization, preparation, implementation, and control of the City's annual operating budget; participates in the forecast of additional funds needed for staffing, equipment, materials, and supplies. ➢ Assists in the preparation of the City's Five Year Financial Model and Five Year Capital Improvement plan, including identifying and forecasting revenues, analyzing capital requests, projecting year-end balances, and preparing recommendations. ➢ Reviews, develops, and modifies accounting and control methods to improve existing procedures; ensures conformity to policy and increases effectiveness. ➢ Supervises and participates in the preparation of various financial statements, records, and reports, and performs operational auditing of other City departments. ➢ Responds to requests for information and advises City departments, governmental agencies, and the public of City financial and accounting policies. ➢ Interfaces with City and outside attorneys on legal matters related to departmental operations. ➢ Supervises and coordinates the preparation of external audits. ➢ Serves as a liaison for the department with other City departments, divisions, and outside agencies; attends meetings in various locations; provides staff support to commissions, committees, and task forces; participates in community events and workshops that provide public information regarding departmental programs, projects, and services. ➢ Monitors daily cash balances and makes recommendations to Director. ➢ Prepares formal requests for proposals for consulting/contractor services; reviews proposals and makes recommendations; negotiates contracts and agreements; acts as project manager when outside consultants are working on various projects. ➢ Coordinates the design, implementation, and control of City-wide automated financial management information systems and related control and reporting procedures; coordinates various upgrade, implementation, and conversion projects; performs audits of accounting functions; conducts fiscal analyses and studies. ➢ Represents the department to other City departments, elected officials, and outside agencies; explains and interprets departmental programs, policies, and activities. ➢ Conducts a variety of departmental organizational and operational studies and investigations; recommends modifications to programs, policies and procedures as appropriate. ➢ Participates on and makes presentations to a variety of boards and commissions; attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of finance and other types of public services as they relate to the area of assignment. ➢ Maintains and directs the maintenance of working and official departmental files. ➢ Monitors changes in laws, regulations, and technology that may affect City or departmental operations; implements policy and procedural changes as required. ➢ Responds to difficult and sensitive public inquiries and complaints and assists with resolutions and alternative recommendations. ➢ Acts as the Director of Finance in his/her absence. ➢ Performs other duties as assigned. 5-102 QUALIFICATIONS Knowledge of: ➢ Administrative principles and practices, including goal setting, program development, implementation, and evaluation, and supervision of staff, either directly or through subordinate levels of supervision. ➢ Public agency budget development, contract administration, City-wide administrative practices, and general principles of risk management related to the functions of the assigned area. ➢ Financial reporting, internal controls, and cost allocation policies, procedures, and best practices. ➢ Organizational and management practices as applied to the analysis and evaluation of projects, programs, policies, procedures, and operational needs; principles and practices of municipal government administration. ➢ Principles and practices of governmental accounting, public finance administration and budgeting, auditing, and reconciliation; municipal taxation and revenue management. ➢ Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to assigned area of responsibility. ➢ Principles and practices of employee supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures. ➢ Methods and techniques for the development of presentations, contract negotiations, business correspondence, and information distribution; research and reporting methods, techniques, and procedures. ➢ Record keeping principles and procedures. ➢ Modern office practices, methods, and computer equipment and computer applications. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Assist in developing and implementing goals, objectives, policies, procedures, work standards, and internal controls for the department and assigned program areas. ➢ Assist in preparing and administering large and complex budgets; allocate limited resources in a cost effective manner. ➢ Interpret, apply, explain, and ensure compliance with Federal, State, and local policies, procedures, laws, and regulations. ➢ Plan, organize, direct, and coordinate the work of supervisory, professional, and technical personnel. ➢ Select, train, motivate, and evaluate the work of staff and train staff in work procedures. ➢ Research, analyze, and evaluate new service delivery methods, procedures, and techniques. ➢ Effectively administer special projects with contractual agreements and ensure compliance with stipulations; effectively administer a variety of finance programs and administrative activities. ➢ Conduct effective negotiations and effectively represent the City and the department in meetings with governmental agencies, contractors, vendors, and various businesses, professional, regulatory, and legislative organizations. 5-103 ➢ Prepare clear and concise reports, correspondence, policies, procedures, and other written materials. ➢ Conduct complex research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports. ➢ Establish and maintain a variety of filing, record-keeping, and tracking systems. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate modern office equipment including computer equipment and specialized software applications programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to graduation from an accredited four-year college or university with major coursework in finance, accounting, economics, business or public administration, or a related field and four (4) years of management and/or administrative experience in municipal finance and accounting. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. ➢ Certification as a Certified Public Accountant in the State of California is highly desirable. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-104 DEPUTY DIRECTOR OF PUBLIC WORKS DEFINITION DATE FLSA: EXEMPT Under administrative direction, assists in planning, organizing, managing, and providing administrative direction and oversight for major functions and activities of the Public Works Department, including design, engineering, and construction activities, maintenance and operations of stormwater, drainage, streets, fleet services, facilities, parks, water quality and environmental compliance, traffic, development and implementation of the City's Capital Improvement Program (CIP), land development engineering, and property management; assists in coordinating assigned activities with other City departments, divisions, outside agencies, and the public; fosters cooperative working relationships among City departments, divisions, and with intergovernmental and regulatory agencies and various public and private groups; provides highly responsible and complex professional assistance to the Director of Public Works in areas of expertise; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives administrative direction from the Director of Public Works. Exercises general direction and supervision over supervisory, professional, technical, and administrative support staff through subordinate levels of supervision. CLASS CHARACTERISTICS This is a Deputy Department Director classification in the Public Works Department. The incumbent oversees, directs, and participates in the maintenance and repair of the City's streets, parks, storm drains, fleet, and facilities, including short- and long-term capital improvement planning and development, administration of Federal, State, and local funds for capital improvements and expansions, and providing professional -level support to the Director of Public Works in a variety of areas. Successful performance of the work requires an extensive professional background as well as skill in coordinating departmental work with that of other City departments and public agencies. Responsibilities include performing and directing many of the department's day-to-day administrative functions. This class is distinguished from the Director of Public Works in that the latter has overall management responsibility for all public works programs, functions, and activities, and for developing, implementing, and interpreting public policy. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Assumes management responsibility for the Maintenance and Operations Division within the Public Works Department, including streets, storm drains, parks, buildings, fleet, and facilities maintenance and repair. ➢ Manages and participates in the development and implementation of goals, objectives, policies, and priorities for the assigned division and functions; recommends, within departmental policy, appropriate service and staffing levels; recommends and administers policies and procedures. 5-105 ➢ Manages the development and administration of the annual budget and capital improvement budgets for the assigned division; directs the forecast of additional funds needed for staffing, equipment, materials, and supplies; directs the monitoring of and approves expenditures; directs and implements adjustments as necessary. ➢ Selects, trains, motivates, and evaluates assigned personnel; provides or coordinates staff training; works with employees on performance issues; responds to staff questions and concerns; makes discipline recommendations to the Director. ➢ Continuously monitors and evaluates the efficiency and effectiveness of service delivery methods and procedures; assesses and monitors work load, administrative and support systems, and internal reporting relationships; identifies opportunities for improvement and reviews with the Director; directs the implementation of improvements. ➢ Oversees the development of consultant requests for proposal for professional and/or construction services and the advertising and bid processes; evaluates proposals and recommends project award; negotiates and administers contracts after award; ensures contractor compliance with City standards and specifications, time and budget estimates; analyzes and resolves complex problems that may arise; recommends and approves field changes as required. ➢ Conducts capital improvement project planning activities; provides oversight and input into the conceptual design of engineering projects; investigates and resolves problems with scope of work or cost issues of major facility upgrade and replacement projects. ➢ Meets and confers with contractors, engineers, a variety of outside agencies, and the general public in acquiring information and coordinating matters related to the City's streets, fleet, sanitation system, and facilities. ➢ Serves as a liaison for the department to other City departments, divisions, elected officials, the public, and outside agencies; attends meetings in various locations; provides staff support to commissions, committees, and task forces; participates in community events and workshops that provide public information regarding departmental programs, projects, and services; explains and interprets departmental programs, policies, and activities. ➢ Conducts a variety of departmental organizational and operational studies and investigations; recommends modifications to programs, policies, and procedures as appropriate. ➢ Prepares, reviews, and presents staff reports, various management and information updates, and reports on special projects to the City Council, as well as various boards, commissions, and committees, as assigned by the Director of Public Works. ➢ Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of public works maintenance, operations, engineering, and other services as they relate to the area of assignment. ➢ Maintains and directs the maintenance of working and official departmental files. ➢ Monitors changes in laws, regulations, and technology that may affect City or departmental operations; implements policy and procedural changes as required. ➢ Responds to difficult and sensitive public inquiries and complaints and assists with resolutions and alternative recommendations. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Administrative principles and practices, including goal setting, program development, implementation, and evaluation, and supervision of staff. ➢ Public agency budgetary, contract administration, administrative practices, and general principles of risk management related to the functions of the assigned area. 5-106 ➢ Organizational and management practices as applied to the analysis and evaluation of projects, programs, policies, procedures, and operational needs; principles and practices of municipal government administration. ➢ Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to assigned area of responsibility. ➢ Principles and practices of employee supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures. ➢ Methods and techniques for the development of presentations, contract negotiations and management, business correspondence, and information distribution; research and reporting methods, techniques, and procedures. ➢ Record keeping principles and procedures. ➢ Modern office practices, methods, and computer equipment and applications related to the work. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Recommend and implement goals, objectives, and practices for providing effective and efficient engineering services. ➢ Plan, organize, and direct effective capital improvement and related services and programs. ➢ Prepare and administer large and complex budgets; allocate limited resources in a cost effective manner. ➢ Interpret, apply, explain, and ensure compliance with Federal, State, and local policies, procedures, laws, and regulations, technical written material, and public works maintenance and operations policies and procedures. ➢ Plan, organize, direct, and coordinate the work of supervisory, professional, and technical personnel. ➢ Select, train, motivate, and evaluate the work of staff and train staff in work procedures. ➢ Research, analyze, and evaluate new service delivery methods, procedures, and techniques. ➢ Effectively administer special projects with contractual agreements and ensure compliance with stipulations; effectively administer a variety of public works maintenance and operations programs and administrative activities. ➢ Conduct effective negotiations and effectively represent the City and the department in meetings with governmental agencies, contractors, vendors, and various businesses, professional, regulatory, and legislative organizations. ➢ Prepare clear and concise reports, correspondence, policies, procedures, and other written materials. ➢ Conduct complex research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports. ➢ Establish and maintain a variety of filing, record-keeping, and tracking systems. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate modern office equipment including computer equipment and specialized software applications programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. 5-107 ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to graduation from an accredited four-year college or university with major coursework in civil engineering, construction technology or management, business or public administration, or a related field, and five (5) years of management and/or administrative experience in civil engineering, municipal public works maintenance, or related field, including two (2) years management and/or supervisory experience. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. ➢ Possession of a valid registration as a Professional Engineer in the State of California is highly desirable. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer, to inspect City development sites, to operate a motor vehicle, and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-108 DEPUTY DIRECTOR OF RECREATION AND PARKS DEFINITION DATE FLSA: EXEMPT Under administrative direction, assists in planning, organizing, managing, and providing administrative direction and oversight to major divisions of the Recreation and Parks Department, including the development, operations, and maintenance of the City's recreation/social services programs and parks; oversees projects and initiatives for the department; assists in coordinating assigned activities with other City departments, divisions, clients, local residents, community groups, private businesses, and the public; fosters cooperative working relationships among City departments, divisions, and with intergovernmental and regulatory agencies and various public and private groups; provides highly responsible and complex professional assistance to the Director of Recreation and Parks in areas of expertise; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives administrative direction from the Director of Recreation and Parks. Exercises direct and general supervision over supervisory, professional, technical, and administrative support staff. CLASS CHARACTERISTICS This is a Deputy Department Director classification in the Recreation and Parks Department. The incumbent oversees, directs, and participates in major activities and programs of the Recreation and Parks Department, including the operations, program management, and maintenance of various City recreational infrastructure, systems, facilities, programs, and community events and is responsible for providing professional -level support to the Director of Recreation and Parks in a variety of areas. Assists in short- and long-term planning, development, and administration of departmental policies, procedures, and services. Successful performance of the work requires an extensive professional background as well as skill in coordinating departmental work with that of other City departments and public agencies. This class is distinguished from the Director of Recreation and Parks in that the latter has overall responsibility for all recreation and parks programs, activities, facilities, and community events and for developing, implementing, and interpreting public policy. EXAMPLES OF TYPICAL FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Assumes management responsibility for major recreation and parks programs, facilities, community events, and activities. ➢ Manages and participates in the development and implementation of goals, objectives, policies, and priorities for assigned functions and programs; recommends, within departmental policy, appropriate service and staffing levels; recommends and administers policies and procedures. 5-109 ➢ Assists in managing and participates in the development and administration of the Recreation and Parks annual budget; directs the forecast of additional funds needed for staffing, equipment, materials, and supplies; directs the monitoring of and approves expenditures; directs and implements adjustments as necessary; evaluates new revenue generating and cost saving initiatives. ➢ Continuously monitors and evaluates the efficiency and effectiveness of service delivery methods and procedures; assesses and monitors work load, administrative and support systems, and internal reporting relationships; identifies opportunities for improvement and reviews with the Director; assists in directing the implementation of improvements. ➢ Selects, trains, motivates, and evaluates assigned personnel; provides or coordinates staff training; works with employees on performance issues; responds to staff questions and concerns; makes discipline recommendations to the Director. ➢ Assists in developing annual maintenance plans for recreation, cultural, and natural resource facilities and parks; inspects facilities to determine safety and maintenance needs; provides recommendations regarding facility needs and sets priorities for facility development and renovations based on community input and staff analysis; arranges community meetings, conducts public meetings, records and reports public information, meets with consultants, and manages project implementation. ➢ Manages and oversees the City's recreational programs including youth programs, adult and youth sports, aquatics, cultural arts, social services, contract programs, and special events. ➢ Serves as a liaison for the Recreation and Parks Department to other City departments, elected officials, divisions, clients, local residents, community groups, and private businesses; attends meetings, as necessary; provides staff support to commissions, committees, and task forces, as necessary; negotiates and resolves significant and controversial issues. ➢ Negotiates contracts and agreements; coordinates with City department representatives to determine City needs and requirements for contractual services. ➢ Participates in the preparation of and serves as a liaison for the department's emergency services plan. ➢ Researches grant opportunities, prepares and submits grant applications; oversees awarded grants; and prepares and reviews reimbursement requests. ➢ Conducts a variety of departmental organizational and operational studies and investigations; recommends modifications to programs, policies, and procedures as appropriate. ➢ Prepares, reviews, and presents staff reports related to assigned recreation programs and operations activities and services, various management and information updates, and reports on special projects to the City Council and a variety of other boards and commissions, as assigned by the Director of Recreation and Parks; attends meetings. ➢ Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of recreation and parks services and other types of public services as they relate to the area of assignment. ➢ Maintains and directs the maintenance of working and official departmental files. ➢ Monitors changes in laws, regulations, and technology that may affect City or departmental operations; implements policy and procedural changes as required. ➢ Responds to difficult and sensitive public inquiries and complaints and assists with resolutions and alternative recommendations. ➢ Serves as acting Director in his/her absence. ➢ Performs other duties as assigned. 5-110 QUALIFICATIONS Knowledge of: ➢ Administrative principles and practices, including goal setting, program development, implementation, and evaluation, and supervision of staff. ➢ Public agency budgetary, contract administration, and general principles of risk management related to the functions of the assigned area. ➢ Organizational and management practices as applied to the analysis and evaluation of projects, programs, policies, procedures, and operational needs; principles and practices of municipal government administration. ➢ Principles and practices of recreation and parks program development, maintenance, and management in a municipal setting. ➢ Procedures for planning, implementing, and maintaining a variety of recreation and leisure activities and programs through community participation. ➢ Applicable Federal, State, and local laws, rules, regulations, ordinances, and organizational policies and procedures relevant to assigned area of responsibility. ➢ Principles and practices of employee supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures. ➢ Methods and techniques for the development of presentations, contract negotiations, business correspondence, and information distribution; research and reporting methods, techniques, and procedures. ➢ Record keeping principles and procedures. ➢ Modern office practices, methods, and computer equipment and computer applications. ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Assist in developing and implementing goals, objectives, policies, procedures, work standards, and internal controls for the department and assigned program areas. ➢ Assist in preparing and administering large and complex budgets; allocate limited resources in a cost effective manner. ➢ Interpret, apply, explain, and ensure compliance with Federal, State, and local laws, rules, regulations, policies, and procedures. ➢ Plan, organize, direct, and coordinate the work of supervisory, professional, and technical personnel. ➢ Select, train, motivate, and evaluate the work of staff and train staff in work procedures. ➢ Research, analyze, and evaluate new service delivery methods, procedures, and techniques. ➢ Effectively administer special projects with contractual agreements and ensure compliance with stipulations; effectively administer a variety of recreation and parks programs and administrative activities. ➢ Conduct effective negotiations and effectively represent the City and the department in meetings with governmental agencies, contractors, vendors, and various businesses, professional, regulatory, and legislative organizations. ➢ Prepare clear and concise reports, correspondence, policies, procedures, and other written materials. 5-111 ➢ Conduct complex research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports. ➢ Establish and maintain a variety of filing, record-keeping, and tracking systems. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate office equipment and computer applications related to the work. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to graduation from an accredited four-year college or university with major coursework in recreation administration, public or business administration, or a related field and five (5) years of management and/or administrative recreation and parks experience. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. ➢ Possession of, or ability to obtain, valid CPR and First Aid certificates by time of appointment. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle, to inspect City recreation sites, and to visit various City recreational facilities and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials weighing up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-112 DIRECTOR OF COMMUNITY DEVELOPMENT DEFINITION DATE FLSA: EXEMPT Under administrative direction, plans, organizes, manages, and provides administrative direction and oversight for all functions and activities of the Community Development Department, including planning, building and safety, and code compliance; directs and administers the planning and building operations and activities of the City, which include current, advance, and environmental planning, building plan check, permitting, and inspection activities; coordinates assigned activities with other City departments, officials, outside agencies, and the public; fosters cooperative working relationships among City departments and with intergovernmental and regulatory agencies and various public and private groups; provides highly responsible and complex professional assistance to the City Manager in areas of expertise; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives administrative direction from the City Manager. The work provides for a wide variety of independent decision-making, within legal and general policy and regulatory guidelines. Exercises general direction and supervision over management, supervisory, professional, technical, and administrative support staff through subordinate levels of supervision. CLASS CHARACTERISTICS This is a Department Director classification that oversees, directs, and participates in all activities of the Community Development Department, including short- and long-term planning, development and administration of departmental policies, procedures, and services. This class provides assistance to the City Manager in a variety of administrative, coordinative, analytical, and liaison capacities. Successful performance of the work requires knowledge of public policy, municipal functions and activities, including the role of an elected City Council, and the ability to develop, oversee, and implement projects and programs in a variety of areas. Responsibilities include coordinating the activities of the department with those of other departments and outside agencies and managing and overseeing the complex and varied functions of the department. The incumbent is accountable for accomplishing departmental planning and operational goals and objectives and for furthering City goals and objectives within general policy guidelines. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Assumes full management responsibility for all Community Development Department programs, services, and activities, including current, advance, and environmental planning, building plan check, permitting, inspection, historic preservation, and code compliance activities. ➢ Develops, directs, and coordinates the implementation of goals, objectives, policies, procedures, and work standards for the department; establishes, within City policy, appropriate budget, service, and staffing levels. 5-113 ➢ Manages and participates in the development and administration of the department's annual budget; directs the forecast of additional funds needed for staffing, equipment, materials, and supplies; directs the monitoring of and approves expenditures; directs and implements adjustments as necessary. ➢ Selects, trains, motivates, and directs department personnel; evaluates and reviews work for acceptability and conformance with department standards, including program and project priorities and performance evaluations; works with employees on performance issues; implements discipline and termination procedures; responds to staff questions and concerns. ➢ Contributes to the overall quality of the department's service by developing, reviewing, and implementing policies and procedures to meet legal requirements and City needs; continuously monitors and evaluates the efficiency and effectiveness of service delivery methods and procedures; assesses and monitors the distribution of work, support systems, and internal reporting relationships; identifies opportunities for improvement; directs the implementation of change. ➢ Meets with developers, engineers, property owners, contractors, and other agencies to discuss merits and concerns of development proposals; provides various parties with guidance on how to proceed; oversees negotiations and agreements regarding environment -related issues, rights-of-way, and open space easements, and financial participation; discusses status of development projects with applicants. ➢ Directs, coordinates and reviews amendments to the General Plan; provides general plan and code interpretation as needed; provides analysis, recommendations, and implementation of policies and procedures; develops and presents recommendations on a variety of permits, maps, ordinances, zone changes and applications. ➢ Oversees the development of consultant requests for proposals for professional services and the advertising and bid processes; evaluates proposals and recommends project award; coordinates with legal counsel to determine City needs and requirements for contractual services; negotiates contracts and agreements and administers same after award. ➢ Represents the department to other City departments, elected officials, and outside agencies; explains and interprets departmental programs, policies, and activities; negotiates and resolves significant and controversial issues. ➢ Conducts a variety of departmental organizational and operational studies and investigations; recommends modifications to programs, policies and procedures as appropriate. ➢ Participates in and makes presentations to the City Council, Planning Commission, and a variety of boards and commissions; attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of community development and other services as they relate to the areas of assignment. ➢ Maintains and directs the maintenance of working and official departmental files. ➢ Monitors changes in laws, regulations, and technology that may affect City or departmental operations; implements policy and procedural changes as required. ➢ Prepares, reviews, and presents staff reports, various management and information updates, and reports on special projects as assigned by the City Manager. ➢ Responds to difficult and sensitive public inquiries and complaints and assists with resolutions and alternative recommendations. ➢ Performs other duties as assigned. 5-114 QUALIFICATIONS Knowledge of: ➢ Administrative principles and practices, including goal setting, program development, implementation, and evaluation, and supervision of staff, either directly or through subordinate levels of supervision. ➢ Public agency budget development, contract administration, City-wide administrative practices, and general principles of risk management related to the functions of the assigned area. ➢ Organizational and management practices as applied to the analysis and evaluation of projects, programs, policies, procedures, and operational needs; principles and practices of municipal government administration. ➢ Theories, principles, and contents of General Plan, land use, zoning, subdivision, and urban planning regulations, natural resource protection, and environmental laws. ➢ Principles and techniques of conducting site planning, architectural review, subdivision design, land use, and other analytical studies, evaluating alternatives, and making sound recommendations. ➢ Applicable Federal, State, and local laws, rules, regulations, ordinances, and organizational polices and procedures relevant to assigned area of responsibility. ➢ Principles and practices of employee supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures. ➢ Technical, legal, financial, and public relations problems associated with the management of community development programs. ➢ Methods and techniques for the development of presentations, contract negotiations, business correspondence, and information distribution; research and reporting methods, techniques, and procedures. ➢ Record keeping principles and procedures. ➢ Modern office practices, methods, and computer equipment and applications related to the work. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Develop and implement goals, objectives, policies, procedures, work standards, and internal controls for the department and assigned program areas. ➢ Provide administrative and professional leadership and direction for the department and the City. ➢ Prepare and administer large and complex budgets; allocate limited resources in a cost effective manner. ➢ Interpret, apply, explain, and ensure compliance with applicable Federal, State, and local laws, rules, regulations, policies, and procedures. ➢ Plan, organize, direct, and coordinate the work of management, supervisory, professional, and technical personnel; delegate authority and responsibility. ➢ Select, train, motivate, and evaluate the work of staff and train staff in work procedures. ➢ Research, analyze, and evaluate new service delivery methods, procedures, and techniques. 5-115 ➢ Effectively administer special projects with contractual agreements and ensure compliance with stipulations; effectively administer a variety of community development programs and administrative activities. ➢ Conduct effective negotiations and effectively represent the City and the department in meetings with governmental agencies, contractors, vendors, and various businesses, professional, regulatory, and legislative organizations. ➢ Prepare clear and concise reports, correspondence, policies, procedures, and other written materials. ➢ Conduct complex research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports. ➢ Establish and maintain a variety of filing, record-keeping, and tracking systems. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate office equipment and computer applications related to the work. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to graduation from an accredited four-year college or university with major coursework in community development, urban planning, civil engineering, or a related field and seven (7) years of management and/or administrative experience in community development, urban planning, and project administration. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer, to inspect City development sites, to operate a motor vehicle, and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-116 DIRECTOR OF FINANCE DEFINITION DATE FLSA: EXEMPT Under administrative direction, plans, organizes, manages, and provides direction and oversight for all functions and activities of the Finance Department, including accounting, purchasing, budgeting, business licensing, burglar alarm, cash management, and financial reporting; directs and administers the fiscal operations and activities of the City; provides highly responsible and complex professional assistance to the City Manager in areas of expertise; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives administrative direction from the City Manager. The work provides for a wide variety of independent decision-making, within legal and general policy and regulatory guidelines. Exercises general direction and supervision over management, supervisory, professional, technical, and administrative support staff through subordinate levels of supervision. CLASS CHARACTERISTICS This is a Department Director classification that oversees, directs, and participates in all activities of the Finance Department, including short- and long-term planning, development, and administration of departmental policies, procedures, and services. This class provides assistance to the City Manager in a variety of administrative, coordinative, analytical, and liaison capacities. Successful performance of the work requires knowledge of public policy, municipal functions and activities, including the role of an elected City Council, and the ability to develop, oversee, and implement projects and programs in a variety of areas. The incumbent is accountable for accomplishing departmental planning and operational goals and objectives and for furthering City goals and objectives within general policy guidelines. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the rights to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Assumes full management responsibility for all Finance Department programs, services, and activities, including accounting, purchasing, budgeting, business licensing, burglar alarm, cash management, and financial reporting. ➢ Develops, directs, and coordinates the implementation of goals, objectives, policies, procedures, and work standards for the department; establishes, within City policy, appropriate budget, service, and staffing levels. ➢ Manages and participates in the development and administration of the department's annual budget; directs the forecast of additional funds needed for staffing, equipment, materials, and supplies; directs the monitoring of and approves expenditures; directs and implements adjustments as necessary. 5-117 ➢ Selects, trains, motivates, and directs department personnel; evaluates and reviews work for acceptability and conformance with department standards, including program and project priorities and performance evaluations; works with employees on performance issues; implements discipline and termination procedures; responds to staff questions and concerns. ➢ Contributes to the overall quality of the department's service by developing, reviewing, and implementing policies and procedures to meet legal requirements and City needs; continuously monitors and evaluates the efficiency and effectiveness of service delivery methods and procedures; assesses and monitors the distribution of work, support systems, and internal reporting relationships; identifies opportunities for improvement; directs the implementation of change. ➢ Establishes the City's central budgeting, accounting, and financial reporting practices; evaluates accounting procedures and financial controls; responds to and implements audit recommendations; ensures compliance with Federal, State, and local government accounting and financial reporting standards and controls. ➢ Oversees the annual preparation of the Five Year Financial Model and Five Year Capital Improvement plan, including attending strategic planning meetings, reviewing draft reports, supervising presentations, and coordination. ➢ Coordinates the development of the City's annual budget; oversees budget forecasting; reviews programs and projects to ensure cost effectiveness. ➢ Manages the City's investment portfolio; ensures that investments meet the City's policy guidelines and that adequate cash is available to meet obligations; prepares periodic reports regarding investments to the City Council. ➢ Oversees all activities related to the City's accounting function, including financial transaction processing, record keeping and reporting, payroll, accounts payable, accounts receivable, business licensing, processing and issuance of checks, cash receipts, and the electronic accounting system. ➢ Oversees the development of consultant requests for proposals for professional services and the advertising and bid processes; evaluates proposals and recommends project award; coordinates with legal counsel to determine City needs and requirements for contractual services; negotiates contracts and agreements and administers same after award. ➢ Represents the department to other City departments, elected officials, and outside agencies; explains and interprets departmental programs, policies, and activities; negotiates and resolves significant and controversial issues. ➢ Conducts a variety of departmental organizational and operational studies and investigations; recommends modifications to programs, policies, and procedures as appropriate. ➢ Participates in and makes presentations to the City Council and a wide variety of committees, boards, and commissions; performs financial review of matters pertaining to the various committees, such as determining appropriate rates of City services. ➢ Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of finance and other services as they relate to the area of assignment. ➢ Responds to difficult and sensitive public inquiries and complaints and assists with resolutions and alternative recommendations. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: 5-118 ➢ Administrative principles and practices, including goal setting, program development, implementation, and evaluation, and supervision of staff, either directly or through subordinate levels of supervision. ➢ Public agency budget development, contract administration, City-wide administrative practices, and general principles of risk management related to the functions of the assigned area. ➢ Financial reporting, internal controls, and cost allocation policies, procedures, and best practices. ➢ Organizational and management practices as applied to the analysis and evaluation of projects, programs, policies, procedures, and operational needs; principles and practices of municipal government administration. ➢ Principles and practices of governmental accounting, public finance administration and budgeting, auditing, and reconciliation; municipal taxation and revenue management. ➢ Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to assigned area of responsibility. ➢ Principles and practices of employee supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures. ➢ Methods and techniques for the development of presentations, contract negotiations, business correspondence, and information distribution; research and reporting methods, techniques, and procedures. ➢ Record keeping principles and procedures. ➢ Modern office practices, methods, and computer equipment and computer applications. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Develop and implement goals, objectives, policies, procedures, work standards, and internal controls for the department and assigned program areas. ➢ Provide administrative and professional leadership and direction for the department and the City. ➢ Prepare and administer large and complex budgets; allocate limited resources in a cost effective manner. ➢ Interpret, apply, explain, and ensure compliance with Federal, State, and local policies, procedures, laws, and regulations. ➢ Plan, organize, direct, and coordinate the work of management, supervisory, professional, and technical personnel; delegate authority and responsibility. ➢ Select, train, motivate, and evaluate the work of staff and train staff in work procedures. ➢ Research, analyze, and evaluate new service delivery methods, procedures, and techniques. ➢ Effectively administer special projects with contractual agreements and ensure compliance with stipulations; effectively administer a variety of community services programs and administrative activities. ➢ Conduct effective negotiations and effectively represent the City and the department in meetings with governmental agencies, contractors, vendors, and various businesses, professional, regulatory, and legislative organizations. ➢ Prepare clear and concise reports, correspondence, policies, procedures, and other written materials. 5-119 ➢ Conduct complex research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate modern office equipment including computer equipment and specialized software applications programs. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Equivalent to graduation from an accredited four-year college or university with major coursework in finance, accounting, economics, business or public administration, or a related field and seven (7) years of management and/or administrative experience in municipal finance and accounting. License: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. ➢ Certification as a Certified Public Accountant in the State of California is highly desirable. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer, to operate a motor vehicle, and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-120 DIRECTOR OF PUBLIC WORKS DEFINITION DATE FLSA: EXEMPT Under administrative direction, plans, organizes, manages, and provides administrative direction and oversight for all functions and activities of the Public Works Department, including design, engineering, and construction activities, maintenance and operations of stormwater, drainage, streets, fleet services, facilities, parks, water quality and environmental compliance, traffic, development and implementation of the City's Capital Improvement Program (CIP), land development engineering, and property management; coordinates assigned activities with other City departments, officials, outside agencies, and the public; fosters cooperative working relationships among City departments and with intergovernmental and regulatory agencies and various public and private groups; provides highly responsible and complex professional assistance to the City Manager in areas of expertise; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives administrative direction from the City Manager. The work provides for a wide variety of independent decision-making, within legal and general policy and regulatory guidelines. Exercises general direction and supervision over management, supervisory, professional, technical, and administrative support staff through subordinate levels of management and supervision. CLASS CHARACTERISTICS This is a Department Director classification that oversees, directs, and participates in all activities of the Public Works Department, including short- and long-term planning, development, and administration of departmental policies, procedures, and services. This class provides assistance to the City Manager in a variety of administrative, coordinative, analytical, and liaison capacities. Successful performance of the work requires knowledge of public policy, municipal functions and activities, including the role of an elected City Council, and the ability to develop, oversee, and implement projects and programs in a variety of areas. Responsibilities include coordinating the activities of the department with those of other departments and outside agencies and managing and overseeing the complex and varied functions of the department. The incumbent is accountable for accomplishing departmental planning and operational goals and objectives and for furthering City goals and objectives within general policy guidelines. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Assumes full management responsibility for all Public Works Department programs, services, and activities. ➢ Develops, directs, and coordinates the implementation of goals, objectives, policies, procedures, and work standards for the department; establishes, within City policy, appropriate budget, service, and staffing levels. 5-121 ➢ Manages and participates in the development and administration of the department's annual budget; directs the forecast of additional funds needed for staffing, equipment, materials, and supplies; directs the monitoring of and approves expenditures; directs and implements adjustments as necessary. ➢ Selects, trains, motivates, and directs department personnel; evaluates and reviews work for acceptability and conformance with department standards, including program and project priorities and performance evaluations; works with employees on performance issues; implements discipline and termination procedures; responds to staff questions and concerns. ➢ Contributes to the overall quality of the department's service by developing, reviewing, and implementing policies and procedures to meet legal requirements and City needs; continuously monitors and evaluates the efficiency and effectiveness of service delivery methods and procedures; assesses and monitors the distribution of work, support systems, and internal reporting relationships; identifies opportunities for improvement; directs the implementation of change. ➢ Evaluates the need for and develops, plans, and schedules for long-term public works maintenance programs; organizes available resources for the maintenance, improvement, and repair of public works facilities and City equipment; compiles estimates, contract provisions, and specifications. ➢ Reviews the designs, materials, and processes proposed in connection with new construction or major repairs for City facilities and improvements; prepares and/or reviews ordinances for City Council consideration; recommends levels of service for utilities, streets, and drainage areas. ➢ Confers with engineers, developers, architects, and a variety of outside agencies and the general public in acquiring information and coordination of engineering, public works, streets, and related matters; provides information regarding these matters. ➢ Oversees the development of consultant requests for proposals for professional services and the advertising and bid processes; evaluates proposals and recommends project award; coordinates with legal counsel to determine City needs and requirements for contractual services; negotiates contracts and agreements and administers same after award. ➢ Represents the department to other City departments, elected officials, and outside agencies; explains and interprets departmental programs, policies, and activities; negotiates and resolves significant and controversial issues. ➢ Conducts a variety of departmental organizational and operational studies and investigations; recommends modifications to programs, policies, and procedures as appropriate. ➢ Participates in and makes presentations to the City Council and a wide variety of committees, boards, and commissions; performs financial review of matters pertaining to the various committees, such as determining appropriate rates for City utilities. ➢ Attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of public works maintenance, operations, engineering, and other services as they relate to the area of assignment. ➢ Maintains and directs the maintenance of working and official departmental files. ➢ Monitors changes in laws, regulations, and technology that may affect City or departmental operations; implements policy and procedural changes as required. ➢ Prepares, reviews, and presents staff reports, various management and information updates, and reports on special projects as assigned by the City Manager. ➢ Responds to difficult and sensitive public inquiries and complaints and assists with resolutions and alternative recommendations. ➢ Performs other duties as assigned. 5-122 QUALIFICATIONS Knowledge of: ➢ Administrative principles and practices, including goal setting, program development, implementation, and evaluation, and supervision of staff, either directly or through subordinate levels of supervision. ➢ Public agency budget development, contract administration, City-wide administrative practices, and general principles of risk management related to the functions of the assigned area. ➢ Organizational and management practices as applied to the analysis and evaluation of projects, programs, policies, procedures, and operational needs; principles and practices of municipal government administration. ➢ Principles and practices of public works program development, management in a municipal setting, and public works long-term maintenance planning and budgeting. ➢ Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to assigned area of responsibility. ➢ Methods and techniques for the development of presentations, contract negotiations, business correspondence, and information distribution; research and reporting methods, techniques, and procedures. ➢ Record-keeping principles and procedures. ➢ Modern office practices, methods, and computer equipment and applications related to the work. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Develop and implement goals, objectives, policies, procedures, work standards, and internal controls for the department and assigned program areas. ➢ Provide administrative and professional leadership and direction for the department and the City. ➢ Prepare and administer large and complex budgets; allocate limited resources in a cost effective manner. ➢ Interpret, apply, explain, and ensure compliance with Federal, State, and local policies, procedures, laws, and regulations. ➢ Plan, organize, direct, and coordinate the work of management, supervisory, professional, and technical personnel; delegate authority and responsibility. ➢ Select, train, motivate, and evaluate the work of staff and train staff in work procedures. ➢ Research, analyze, and evaluate new service delivery methods, procedures, and techniques. ➢ Effectively administer special projects with contractual agreements and ensure compliance with stipulations; effectively administer a variety of public works programs and administrative activities. ➢ Conduct effective negotiations and effectively represent the City and the department in meetings with governmental agencies, contractors, vendors, and various businesses, professional, regulatory, and legislative organizations. 5-123 ➢ Prepare clear and concise reports, correspondence, policies, procedures, and other written materials. ➢ Conduct complex research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports. ➢ Establish and maintain a variety of filing, record-keeping, and tracking systems. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate modern office equipment including computer equipment and specialized software applications programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to graduation from an accredited four-year college or university with major coursework in civil engineering, business or public administration, or a related field and seven (7) years of management and/or administrative experience in engineering, public works operations and maintenance, business or public administration, or a related field. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. ➢ Possession of a valid registration as a Professional Engineer in the State of California is highly desirable. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer, to operate a motor vehicle, and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-124 DIRECTOR OF RECREATION AND PARKS DEFINITION DATE FLSA: EXEMPT Under administrative direction, plans, organizes, manages, and provides administrative direction and oversight for all functions and activities of the Parks and Recreation Department, including the development, operations, and maintenance of the City's recreation and parks programs and facilities; coordinates assigned activities with other City departments, officials, outside agencies, and the public; fosters cooperative working relationships among City departments and with intergovernmental and regulatory agencies and various public and private groups; provides highly responsible and complex professional assistance to the City Manager in areas of expertise; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives administrative direction from the City Manager. The work provides for a wide variety of independent decision-making, within legal and general policy and regulatory guidelines. Exercises general direction and supervision over management, supervisory, professional, technical, and administrative support staff through subordinate levels of management and supervision. CLASS CHARACTERISTICS This is a Department Director classification that oversees, directs, and participates in all activities of the Parks and Recreation Department, including short- and long-term planning, development, and administration of departmental policies, procedures, and services. This class provides assistance to the City Manager in a variety of administrative, coordinative, analytical, and liaison capacities. Successful performance of the work requires knowledge of public policy, municipal functions and activities, including the role of an elected City Council, and the ability to develop, oversee, and implement projects and programs in a variety of areas. Responsibilities include coordinating the activities of the department with those of other departments and clients, local residents, community groups, and private businesses and managing and overseeing the complex and varied functions of the department. The incumbent is accountable for accomplishing departmental planning and operational goals and objectives and for furthering City goals and objectives within general policy guidelines. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the rights to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Assumes full management responsibility for all Parks and Recreation Department programs, facilities, and services. ➢ Develops, directs, and coordinates the implementation of goals, objectives, policies, procedures, and work standards for the department; establishes, within City policy, appropriate budget, service, and staffing levels. 5-125 ➢ Manages and participates in the development and administration of the department's annual budget; directs the forecast of additional funds needed for staffing, equipment, materials, and supplies; directs the monitoring of and approves expenditures; directs and implements adjustments as necessary. ➢ Selects, trains, motivates, and directs department personnel; evaluates and reviews work for acceptability and conformance with department standards, including program and project priorities and performance evaluations; works with employees on performance issues; implements discipline and termination procedures; responds to staff questions and concerns. ➢ Contributes to the overall quality of the department's service by developing, reviewing, and implementing policies and procedures to meet legal requirements and City needs; continuously monitors and evaluates the efficiency and effectiveness of service delivery methods and procedures; assesses and monitors the distribution of work, support systems, and internal reporting relationships; identifies opportunities for improvement; directs the implementation of change. ➢ Plans, organizes, manages, controls, and evaluates through subordinate management staff all of the construction, maintenance, and repair activities assigned to the department including landscaped areas, parkways, open spaces, pavilions, athletic fields, park amenities, and facilities to ensure the safety and security of City patrons. ➢ Plans, organizes, manages, controls, and evaluates through subordinate management staff, the City's recreational programs including youth programs, adult and youth sports, cultural arts, social services, contract programs, and special events. ➢ Oversees the development of consultant requests for proposals for professional services and the advertising and bid processes; evaluates proposals and recommends project award; coordinates with legal counsel to determine City needs and requirements for contractual services; negotiates contracts and agreements and administers same after award. ➢ Direct the development of grants, corporate sponsorships, donations, and other fundraising programs to support services and programs. ➢ Represents the Parks and Recreation Department to other City departments, elected officials, and outside agencies; explains and interprets departmental programs, policies, and activities; negotiates and resolves significant and controversial issues. ➢ Supervises and conducts surveys of community recreational requirements including construction of additional parks; identifies areas of community needs and develops service delivery systems; evaluates the need for parks, recreational activities, the arts, and community services, and enlists community participation in programs and fund raising campaigns; develops and directs public relations programs. ➢ Participates in and makes presentations to the City Council and a variety of boards and commissions; attends and participates in professional group meetings; stays abreast of new trends and innovations in the field of community and other services as they relate to the area of assignment. ➢ Maintains and directs the maintenance of working and official departmental files. ➢ Monitors changes in laws, regulations, and technology that may affect City or departmental operations; implements policy and procedural changes as required. ➢ Prepares, reviews, and presents staff reports, various management and information updates, and reports on special projects as assigned by the City Manager. ➢ Responds to difficult and sensitive public inquiries and complaints and assists with resolutions and alternative recommendations. ➢ Performs other duties as assigned. 5-126 QUALIFICATIONS Knowledge of: ➢ Administrative principles and practices, including goal setting, program development, implementation, and evaluation, and supervision of staff, either directly or through subordinate levels of supervision. ➢ Public agency budgetary, contract administration, City-wide administrative practices, and general principles of risk management related to the functions of the assigned area. ➢ Organizational and management practices as applied to the analysis and evaluation of projects, programs, policies, procedures, and operational needs; principles and practices of municipal government administration. ➢ Principles and practices of recreation program development and management in a municipal setting. ➢ Principles, procedures, and practices for planning, implementing, and maintaining a variety of recreation and leisure activities and programs through community participation. ➢ Applicable Federal, State, and local laws, codes, and regulations. ➢ Principles and practices of employee supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures. ➢ Principles, practices, methods, theories, and trends in volunteerism and volunteer management. ➢ Technical, legal, financial, and public relations problems associated with the management of recreation programs. ➢ Methods and techniques for the development of presentations, contract negotiations, business correspondence, and information distribution; research and reporting methods, techniques, and procedures. ➢ Modern office practices, methods, computer equipment and computer applications. ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors and City staff. Ability to: ➢ Develop and implement goals, objectives, policies, procedures, work standards, and internal controls for the department and assigned program areas. ➢ Provide administrative and professional leadership and direction for the department and the City. ➢ Prepare and administer large and complex budgets; allocate limited resources in a cost effective manner. ➢ Interpret, apply, explain, and ensure compliance with Federal, State, and local policies, procedures, laws, and regulations. ➢ Plan, organize, direct, and coordinate the work of management, supervisory, professional, and technical personnel; delegate authority and responsibility. ➢ Select, train, motivate, and evaluate the work of staff and train staff in work procedures. ➢ Research, analyze, and evaluate new service delivery methods, procedures, and techniques. ➢ Effectively administer special projects with contractual agreements and ensure compliance with stipulations; effectively administer a variety of community services programs and administrative activities. 5-127 ➢ Conduct effective negotiations and effectively represent the City and the department in meetings with governmental agencies, contractors, vendors, and various businesses, professional, regulatory, and legislative organizations. ➢ Prepare clear and concise reports, correspondence, policies, procedures, and other written materials. ➢ Conduct complex research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate modern office equipment including computer equipment and specialized software applications programs. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Equivalent to graduation from an accredited four-year college or university with major coursework in recreation administration, public or business administration, or a related field and seven (7) years of management and/or administrative experience in recreation, and/or community services. License: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer, to operate a motor vehicle, to inspect City recreation sites, and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing in work areas and walking between work areas may be required. Finger dexterity is needed to access, enter and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees also work in the field and may be exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, rough terrains, vibration, mechanical and/or electrical hazards, and hazardous physical substances and fumes. Employees may interact with challenging staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-128 EXECUTIVE ASSISTANT DEFINITION DATE FLSA: NON-EXEMPT Under general direction, performs a variety of complex office administrative, secretarial, and clerical duties in support of the City Manager, City Council, and related management, professional, and supervisory staff, including planning, organizing, and overseeing the operations and functions of the City Manager's office; coordinates assigned programs, projects, and services with other City departments, divisions, and outside agencies; interacts frequently with the public and provides information or directs questions and requests to the appropriate staff; and performs related duties as required. SUPERVISION RECEIVED AND EXERCISED Receives general direction from the City Manager. May exercise functional supervision over assigned administrative support staff. CLASS CHARACTERISTICS This is the highest -level class in the administrative support series. Incumbents perform a wide variety of specialized technical and administrative support work for the City Manager, City Council, and related management, professional, and supervisory staff. Responsibilities include performing specialized, confidential, and technical office support duties to the assigned department to ensure efficient service provision. Responsibilities require the frequent use of tact, discretion, and independent judgment as well as a knowledge of departmental and City activities. The work requires the interpretation and application of policies, procedures, and regulations and involves frequent contact with the public, as well as performing various research and budgetary support functions. This class is distinguished from other office administrative classes in that the nature, scope, and diversity of responsibilities originating at this level requires a broader understanding of City functions and the capability of relieving the City Manager of day-to-day office administrative and coordinative duties. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Relieves the City Manager, City council, and management team of a variety of administrative details by assisting with duties of an advanced, complex, and sensitive nature; plans, organizes, and carries out administrative assignments and special projects, including assisting with budget preparation, planning, and implementation; recommends organizational or procedural changes affecting support activities; recommends improvements in work flow, procedures, and use of equipment and forms. ➢ Collects and compiles material for review and analysis; provides recommendations for changes in programs, policies, or procedures to improve efficiency and cost effectiveness of operations. 5-129 ➢ Participates in the preparation and administration of the City Manager's Office budget; maintains and monitors appropriate budgeting controls; monitors compliance with budget parameters and general financial policies. ➢ Performs other financial and accounting related duties, including receiving payments and reconciling them with purchase orders, tracking vendor and invoice information, assisting with bid requests, price quotes, purchase and expenditure requests. ➢ Assists in a variety of department and program operations; coordinates, oversees, monitors, and participates in special projects, assignments, staff and/or community events, and activities as assigned; maintains control files on matters in progress and expedites their completion; serves on committees as assigned. ➢ Receives and responds to calls received; provides information to the public, by phone or in person to ensure compliance and an understanding of department and City policies and procedures; listens to questions and interprets and applies regulations, policies, procedures, systems, rules, and precedents according to existing guidelines; responds to citizen and staff inquiries and complaints; coordinates or resolves problems of a complex nature as appropriate. ➢ Organizes and carries out administrative assignments; researches, compiles, and organizes information and data from various sources on a variety of specialized topics related to programs in assigned area; checks and tabulates standard mathematical or statistical data; prepares and assembles reports, manuals, articles, announcements, and other informational materials. ➢ Develops, composes, types, edits, and proofreads a variety of complex documents, including forms, memos, administrative, statistical, financial, and staff reports, and correspondence for the City Manager and department staff from rough draft, dictation equipment, handwritten copy, verbal instructions, or from other material; inputs and retrieves data and text using a computer terminal; checks draft documents for punctuation, spelling, and grammar; makes or suggests corrections to drafts. ➢ Verifies and reviews forms and reports for completeness and conformance with established regulations and procedures; applies departmental and program policies and procedures in determining completeness of applications, records, and files. ➢ Designs and implements file, index, tracking, and record-keeping systems. ➢ Prepares and processes reports, forms, and records, such as City Council agenda items, administrative reports, requests for payments, contracts and agreements, reimbursement requests, and organizational charts. ➢ Coordinates and integrates department services and activities with other agencies and City departments. ➢ Provides a variety of support to City Council, including coordinating and scheduling meetings, appointments, and speaking engagements; reserving meeting rooms; maintaining reports; compiling and distributing agenda packets; attending meetings; formatting and distributing minutes; and following-up on decisions as required. ➢ May supervise and train assigned subordinates to ensure office work flow is maintained and office goals are met; assigns work according to changes in workload priorities; evaluates office and administrative functions to recommend changes in office procedures; may evaluate the work performance of staff. ➢ May maintain department personnel files, including processing personnel action forms and sensitive/confidential personnel issues, preparing supervisor generated performance evaluation forms, processing accident/incident/workers' compensation claim forms, filing pertinent documents, maintaining files in a secure location, and providing information to supervisors and managers. ➢ Coordinates travel arrangements and accommodations for City Manager and City Council and submits all related paperwork. 5-130 ➢ Maintains calendars and makes meeting arrangements; schedules meetings between the City Manager, City Council or between City staff and other groups or organizations; arranges for necessary set-up and materials to be available at meetings. ➢ Operates standard office equipment, including job-related computer hardware and software applications, facsimile equipment, and multi -line telephones; may operate other department - specific equipment. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Basic principles and practices of supervision and training. ➢ Practices and methods of office management and administration, including the use of standard office equipment. ➢ Organization and function of public agencies, including the role of an elected City Council and appointed boards and commissions. ➢ Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to assigned area of responsibility. ➢ Principles and procedures of record-keeping and reporting. ➢ Principles and practices of data collection and report preparation. ➢ Business letter writing and the standard format for reports and correspondence. ➢ Business mathematics and basic statistical techniques. ➢ Modern office practices, methods, and computer equipment and applications related to the work, including word processing, web design, database, and spreadsheet applications ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Maintain confidentiality and be discreet in handling and processing confidential information and data. ➢ Interpret, apply, and explain applicable Federal, State, and local laws, rules, regulations, policies, and timelines, as well as complex administrative and departmental policies and procedures. ➢ Perform responsible administrative support work with accuracy, speed, and general supervision. ➢ Provide varied and responsible office administrative work requiring the use of tact and discretion. ➢ Participate in the preparation of department budget, including gathering and analyzing data related to expenditures and projected charges and monitoring budget expenditures and revenues. ➢ Supervise, train, plan, organize, schedule, assign, review, and evaluate the work of assigned staff. ➢ Understand the organization and operation of the City and of outside agencies as necessary to assume assigned responsibilities. ➢ Compose correspondence and reports independently or from brief instructions. ➢ Understand and carry out complex oral and written directions. ➢ Research, analyze, and summarize data and prepare accurate and logical written reports. ➢ Make accurate arithmetic, financial, and statistical computations. 5-131 ➢ Enter and retrieve data from a computer with sufficient speed and accuracy to perform assigned work. ➢ Establish and maintain a variety of filing, record keeping, and tracking systems. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate and maintain modern office equipment, including computer equipment and specialized software applications programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy and legal guidelines in politically sensitive situations. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to the completion of twelfth (121h) grade supplemented by college -level coursework and/or technical training in secretarial science and/or office administrative support and five (5) years of responsible secretarial experience, or two (2) years of experience equivalent to Administrative Assistant at the City of Rancho Palos Verdes. Licenses and Certifications: None. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, typewriter keyboard, or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds with the use of proper equipment. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-132 FACILITIES TECHNICIAN DEFINITION DATE FLSA: NON-EXEMPT Under general supervision, performs a wide variety of technical maintenance, repair, installation, alteration, and construction activities to improve, maintain, and renovate City buildings and facilities, and public works infrastructure and fixtures, including carpentry, plumbing, roofing, painting, mechanical, heating, air conditioning, electrical, as well as concrete and asphalt work; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general supervision from the Public Works Superintendent. Exercises no direct supervision over staff. May provide technical and functional direction to lower -level and contract staff. CLASS CHARACTERISTICS This is the full journey -level class in the facilities maintenance class series that performs facilities maintenance duties at City buildings and facilities required to ensure that all are maintained in a safe and effective working condition and provide the highest level of safety for City and public use. Incumbents are responsible for performing maintenance and alterations on City buildings and facilities, heating, ventilation and air-conditioning (HVAC), and other electrical and mechanical systems; identifying and evaluating construction -related problems; and performing installation and repairs on plumbing systems. Incumbents are expected to work independently and exercise judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. This class is distinguished from the Senior Maintenance Worker in that the latter is responsible for technical and functional supervision of lower -level maintenance staff and is capable of performing the most complex duties assigned to the function. EXAMPLES OF TYPICAL FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Maintains and repairs City facilities, equipment, and buildings by performing a wide variety of carpentry, electrical, painting, plumbing, heating and air conditioning, and mechanical repair work. ➢ Installs, adjusts, repairs, inspects, tests, calibrates, troubleshoots, maintains, and services a wide variety of HVAC, and refrigeration equipment, including forced air furnaces, boilers, water pumps, chillers, air conditioning units, exhaust fans, air filters, compressors, cooling towers, heat exchangers, valves, and controllers. ➢ Installs, replaces, repairs, and adjusts valves, thermostats, filters, belts, fuses, and controls; insulates pipes of refrigeration and HVAC systems; cleans, lubricates, and adjusts systems. ➢ Checks computerized HVAC controls systems onsite or remotely to ensure proper functioning of all HVAC units and systems; oversees HVAC controls upgrades; troubleshoots Variable Frequency Drives. 5-133 ➢ Repairs and replaces plumbing fixtures, including sinks, toilets, faucets, and pipes. ➢ Performs journey -level carpentry work, including the construction, installation, remodeling, and repair of cabinets, partitions, walls, windows, doors, roofs, and foundations. ➢ Performs electrical repair, installation, and troubleshooting of faulty outlets, light ballasts, switches, light fixtures, and transformers on parking lot light poles; installs electrical, conduit, and wiring; installs hardware and wiring for computers; puts connectors on cabling; moves phone lines. ➢ Operates, maintains, and repairs a variety of mechanical and power tools, equipment, and testing instruments, such as power saws, power sanders, drills, air compressors, paint sprayers, sewer augers, and various hand tools required for carpentry, plumbing, and maintenance, as well as electrical, air, water, and natural gas testing equipment, thermometers, voltmeters, ohmmeters, and pressure and vacuum gauges to locate and diagnose malfunctions of assigned systems and equipment. ➢ Prepares surfaces for painting or repainting; appropriately applies paint, varnish, shellac, enamel, lacquer, and other protective or decorative finishes to various interior and exterior surfaces using and operating the appropriate equipment. ➢ Performs the full range of masonry duties; installs and repairs drywall. ➢ Inspects facilities and buildings for damage and maintenance needs; recommends repairs. ➢ Assists other maintenance and mechanical personnel in the performance of complex or emergency duties as necessary. ➢ Maintains and vacuums City swimming pools, drinking fountain plumbing systems, and City decorative fountains; tests chemical balance and adds chemicals such as chlorine and acids; maintains accurate records; orders supplies, parts, and materials; picks up parts. ➢ Plans assigned work projects; prepares estimates of time and materials needed to perform assigned repairs and maintenance; ensures adequate materials and supplies are available for proper performance of maintenance work; assists in requisitioning and maintaining inventory of equipment, tools, parts, and supplies. ➢ Reads and interprets technical manuals, sketches, diagrams, and blueprints to facilitate installation, servicing, repair, and replacement services and activities. ➢ Monitors contractors working in and around buildings and facilities to ensure the work is appropriately performed to City standards. ➢ Performs construction, maintenance and repair activities of City streets, roadways, and parkways, including medians, sidewalks, curbs and gutters, asphalt pavement, concrete repair and traffic and street sign installation and repair. ➢ Participates in concrete maintenance, including attending to trip hazards, demolishing and removing concrete, and forming, pouring and finishing sidewalks, curbs and gutters. ➢ Performs park maintenance tasks including landscaping and tree maintenance. ➢ Responds to customer complaints and inquiries regarding facilities and buildings. ➢ Sets up facilities for City Council and other meetings including tables, chairs, audio equipment, etc. ➢ Observes safe work methods and makes appropriate use of related safety equipment. ➢ Maintains public facilities, shop areas, storage sites, and other work areas in a clean and orderly condition, including securing equipment at the close of the workday. ➢ Maintains accurate manual and computerized logs and records of work performed and materials and equipment used; prepares reports as required. ➢ Responds to after-hours emergencies. ➢ Performs other duties as assigned. 5-134 QUALIFICATIONS Knowledge of: ➢ Principles, practices, methods, equipment, materials, and tools used in maintenance and repair of City buildings and facilities, including carpentry, plumbing, painting, and masonry, and mechanical and electrical work. ➢ Principles, theories, and standard practices of several maintenance trades as they apply to maintenance and repair of structures, machinery, and equipment. ➢ Operation and care of internal combustion engines and hydraulic equipment. ➢ Applicable Federal, State, and local laws, codes, and regulations. ➢ Occupational hazards and safety equipment and practices related to the work. ➢ Modern office practices, methods, computer equipment and basic computer software. ➢ Principles and procedures of record keeping and reporting. ➢ Safe driving rules and practices. ➢ English usage, spelling, vocabulary, grammar, and punctuation. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors and City staff. Ability to: ➢ Perform a variety of complex technical tasks in the construction, maintenance, renovation, and repair of City buildings and facilities, including skilled work in carpentry, plumbing, roofing, painting, mechanical, heating, air conditioning, and electrical trades. ➢ Troubleshoot mechanical and electrical problems. ➢ Identify building maintenance needs and take corrective actions. ➢ Perform duties in a manner to maximize public safety in the area of building maintenance and construction. ➢ Operate a variety of vehicular and stationary mechanical equipment in a safe and effective manner. ➢ Safely and effectively use and operate hand tools, mechanical equipment, power tools, and light to medium equipment required for the work. ➢ Maintain tools and equipment in a clean working condition providing for proper security. ➢ Accurately determine project material needs and recommend purchases. ➢ Correctly interpret and apply the policies, procedures, laws, and regulations pertaining to assigned programs and functions. ➢ Read, interpret, and apply a wide variety of technical information from manuals, drawings, specifications, layouts, blueprints, and schematics. ➢ Maintain accurate logs, records, and basic written records of work performed. ➢ Understand and follow oral and written instructions. ➢ Follow department policies and procedures related to assigned duties. ➢ Make accurate arithmetic calculations. ➢ Operate modern office equipment including computer equipment and software. ➢ Organize own work, set priorities, and meet critical time deadlines. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. 5-135 Education and Experience: Any combination of training and experience that would provide the required knowledge, skills and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to the completion of the twelfth (1211) grade and at least three (3) years of experience in a skilled building and/or construction trade. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. PHYSICAL DEMANDS Must possess mobility to work in and around City buildings and facilities, to operate a motor vehicle and drive on surface streets; strength, stamina, and mobility to perform light to medium physical work, to work in confined spaces and around machines, to climb and descend ladders, and to operate varied hand and power tools and equipment; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone or radio. The job involves fieldwork requiring frequent walking in operational areas to identify problems or hazards. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate above-mentioned tools and equipment. Positions in this classification bend, stoop, kneel, reach, and climb to perform work and inspect work sites. Employees must possess the ability to lift, carry, push and pull materials and objects weighing up to 100 pounds, or heavier weights with the use of proper equipment. ENVIRONMENTAL ELEMENTS Employees work in and around buildings and facilities and are exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, confining workspace, chemicals, mechanical and/or electrical hazards, and hazardous physical substances and fumes. Employees may interact with upset staff and/or public and private representatives, and contractors in interpreting and enforcing departmental policies and procedures. WORKING CONDITIONS May be required to be on-call and to work various shifts or emergencies on evenings, weekends, and holidays. 5-136 HUMAN RESOURCES ANALYST DEFINITION DATE FLSA: NON-EXEMPT Under general supervision, performs complex and varied technical, professional, and confidential work required to administer human resources programs, including recruitment, job analysis and classification, compensation, training and development, and employee relations; performs research and analysis; provides consulting services to City departments related to all aspects of human resources programs and activities; performs special projects; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general supervision from the Human Resources and Risk Manager. Exercises no supervision of staff. CLASS CHARACTERISTICS This is a full journey -level classification that performs the full range of professional human resources work. Positions work independently, and exercise judgment and initiative receiving only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. This class is distinguished from the Administrative Analyst class series in that it requires more specialized knowledge, skills, abilities, and training related to the Human Resources function. This class is further distinguished from the Human Resources and Risk Manager by the latter's full management and supervisory authority in planning, organizing, and directing the full scope of operations within the division. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Coordinates and implements recruitment processes for City departments; confers with departments to ascertain departmental needs; coordinates and/or produces recruitment flyers and position announcements; screens resumes and applications; identifies qualified applicants. ➢ Organizes and administers oral and written examinations and results, including compiling test scores, preparing eligibility lists and candidate information, coordinating and/or conducting interviews, assisting departments in extending job offers, and coordinating follow-up pre-employment testing; monitors the hiring process and/or testing processes to ensure adherence to applicable human resources policies. ➢ Collects and compiles human resources data; prepares or assists in the preparation of monthly, quarterly, and year-end human resources, legal, summary, and technical reports, as directed. ➢ Conducts compensation studies; researches salary and benefit information for use in the collective bargaining process, budget preparation, and cost analysis. 5-137 ➢ Assists employees and management with the interpretation and correct application of City policies, procedures, and programs; provides advice and assistance regarding employment issues; investigates employee complaints. ➢ Coordinates the City's training activities, including identifying training needs, arranging for training presenters, working with trainers to ensure the City's needs and expectations are addressed, securing training sites, developing memos, flyers, emails, and voicemails, and providing visual aides and other materials as necessary; maintains training logs and records of completion. ➢ Supports the Human Resources and Risk Manager and participates in labor contract negotiation processes with the employee association. ➢ Makes recommendations for the development and revision of human resources documents, procedures, and forms; assists in the development of policies, regulations, and procedures. ➢ Conducts special research assignments, gathers data, and prepares reports for consideration by management or special committees. ➢ Consults with supervisors regarding personnel related issues, needs, and services; counsels employees on human resources programs, policies, and processes; explains program provisions, procedures, and eligibility requirements; and assists employees with forms and human resources documents. ➢ Conducts surveys and compiles data on administrative, human resources, and operational problems or issues. ➢ Receives and screens visitors and telephone calls, providing a high level of customer service to both external and internal customers; provides information to City staff, other organizations, and the public, requiring the use of judgment and the interpretation of complex policies, rules, procedures, and ordinances. ➢ Attends to a variety of office administrative details, such as keeping informed of departmental activities, transmitting information, processing contracts and agreements, attending meetings, preparing agendas and taking minutes, and serving on various task forces and committees. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Principles, practices, and techniques of human resources in a public agency setting, including recruitment and selection, equal employment opportunity, and affirmative action; job analysis and classification; compensation analysis and administration; training and development; employee relations, including negotiations and the interpretation of laws, regulations, policies, and procedures. ➢ Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to assigned area of responsibility. ➢ Recent and on-going developments, current literature, and sources of information related to the operations of the assigned programs. ➢ Record-keeping principles and procedures. ➢ Modern office practices, methods, and computer equipment and applications related to the work. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. 5-138 Ability to: ➢ Conduct complex research projects on a wide variety of human resources topics, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports. ➢ Prepare clear and concise reports, correspondence, policies, procedures, and other written materials. ➢ Interpret, explain, and ensure compliance with City policies and procedures, complex laws, codes, regulations, and ordinances. ➢ Effectively represent the department and the City in meetings with governmental agencies, contractors, vendors, and various businesses, professional, regulatory, and legislative organizations. ➢ Maintain confidentiality of sensitive personal information of applicants, employees, former employees, and other matters affecting employee relations. ➢ Maintain accurate files and records. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate modern office equipment including computer equipment and specialized software applications programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy and legal guidelines in politically sensitive situations. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to graduation from an accredited four-year college or university with major coursework in human resources management, business or public administration, or a related field and (3) years of professional experience in human resources. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, typewriter keyboard, or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds. 5-139 ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-140 HUMAN RESOURCES AND RISK MANAGER DEFINITION DATE FLSA: EXEMPT Under general direction, plans, oversees, coordinates, and carries out difficult and complex professional and technical duties of the City's Human Resources and Risk function, including recruitment and selection, classification and compensation, benefits administration, employee and labor relations, coordination of professional development and management training, organizational development, personnel record-keeping, and the administration of workers' compensation insurance, risk management, and health and safety functions; assigns, oversees, and evaluates the work of staff assigned to the Human Resources and Risk function; provides highly complex and responsible support to the City Manager and other City management staff in areas of expertise; fosters cooperative working relationships among all departments and with outside and regulatory agencies; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general direction from the City Manager. Exercises direct and general supervision over assigned staff. CLASS CHARACTERISTICS This is a management classification that manages all human resources and risk management activities in the Administration Department. The incumbent organizes and oversees day-to-day human resources programs, including labor relations, affirmative action, recruitment and selection, job analysis and classification, compensation, benefits administration, and oversight of the City's comprehensive safety, health and risk management programs. Responsibilities include performing diverse, specialized, and complex work involving significant accountability and decision-making responsibility. The incumbent organizes and oversees day-to-day activities and is responsible for providing professional -level support to the City Manager in a variety of areas. Successful performance of the work requires an extensive professional background as well as skill in coordinating departmental work with that of other departments and outside agencies. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the rights to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Plans, manages, and oversees the daily functions, operations, and activities of the Human Resources and Risk function within the Administration Department, including the development administration of comprehensive benefits, recruitment and employee relations programs, selecting, training, motivating, and evaluating assigned personnel, risk management, safety and health, and Workers' Compensation. ➢ Participates in the development and implementation of goals, objectives, policies, and priorities for the department; recommends within departmental policy, appropriate service and staffing levels; recommends and administers policies and procedures. 5-141 ➢ Participates in the development, administration, and oversight of budgets for the assigned functions. ➢ Develops and standardizes procedures and methods to improve and continuously monitor the efficiency and effectiveness of assigned programs, service delivery methods, and procedures; assesses and monitors workloads, administrative, and support systems, and internal reporting relationships; identifies opportunities for improvement and recommends to the City Manager. ➢ Develops and implements recruitment, testing and selection processes; ensures equal employment opportunity for all candidates. ➢ Performs or directs the performance of job analysis and classification studies; conducts compensation studies and participates in the development of compensation and benefit strategies. ➢ Develops, organizes, distributes and administers the City's personnel policies and procedures manual and job descriptions; reviews and updates as necessary to conform to policy changes, new legislation, etc. ➢ Coordinates employee relations activities; provides assistance to management, supervisors and staff in the interpretation of Human Resources policies and procedures and the processing of grievances. ➢ Administers City benefit plans; oversees employee orientation and enrollment; acts as liaison with benefit carriers to address claims or issues; reviews and evaluates service delivery and cost effectiveness of benefits plans, makes recommendations for improvements and ensures maximum effective service provision. ➢ Works closely with the third -party workers' compensation administrator to process claims and administer the program. ➢ Coordinates employee development, training, work evaluation and recognition programs; provides training to City employees involving human resources issues and current topics; conducts specialized training for key personnel on management techniques and policies and procedures. ➢ Plans, develops and executes City health and safety programs and policies to prevent injury, occupational illness and damage to City property. ➢ Drafts and recommends City-wide safety and health directives; maintains City safety manual, including preparation and distribution of appropriate updates. ➢ Maintains and directs the maintenance of working and official departmental files. ➢ Provides highly complex staff assistance to the City Manager; prepares and presents staff reports and other necessary correspondence related to assigned activities and services; presents reports to various commissions, committees, and boards. ➢ Conducts a variety of organizational and operational studies and investigations; recommends modifications to assigned programs, policies, and procedures, as appropriate. ➢ Attends and participates in professional group meetings; stays abreast of new laws, regulations, trends and innovations in the fields of human resources and risk management; researches emerging products and enhancements that may affect departmental operations; implements policy and procedural changes as required. ➢ Receives, investigates, and responds to difficult and sensitive problems and complaints in a professional manner; identifies and reports findings and takes necessary corrective action. ➢ Performs other duties as assigned. 5-142 QUALIFICATIONS Knowledge of: ➢ Administrative principles and practices, including goal setting, program development, implementation, and evaluation, and project management. ➢ Principles, practices and techniques of human resources in a public agency setting, including recruitment, selection, equal employment opportunity and employee orientation; job analysis and classification; compensation and benefit analysis and administration; employee relations, including negotiations and the interpretation of laws, regulations, policies and procedures. ➢ Principles and practices of industrial and occupational health and safety program administration. ➢ Principles and practices of risk management including loss prevention. ➢ Cal/OSHA regulations including the Injury and Illness Prevention Program. ➢ Principles and practices of budget development and administration. ➢ Principles and practices of employee supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures. ➢ Applicable federal, state, and local laws, codes and regulations relevant to assigned areas of responsibility. ➢ Organization and management practices as applied to the development, analysis, and evaluation of programs and operational needs of the assigned functions. ➢ Principles and practices of contract administration and evaluation. ➢ Recent and on-going developments, current literature, and sources of information related to the operations of the assigned functions. ➢ Record keeping principles and procedures. ➢ Modern office practices, methods, and computer equipment and applications related to the work. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Develop and implement goals, objectives, policies, procedures, work standards, and internal controls for the department and assigned program areas. ➢ Provide administrative and professional leadership and direction to the department and the City. ➢ Prepare and administer budgets; allocate limited resources in a cost effective manner. ➢ Maintain a high degree of confidentiality. ➢ Plan, organize, assign, review, and evaluate the work of staff; train staff in work procedures. ➢ Interpret, apply, explain, and ensure compliance with applicable Federal, State, and local policies, procedures, laws, and regulations. ➢ Evaluate and develop improvements in operations, procedures, policies, or methods. ➢ Prepare clear and concise reports, correspondence, policies, procedures, and other written materials. 5-143 ➢ Research, analyze, and evaluate new service delivery methods, procedures, and techniques. ➢ Analyze, interpret, summarize, and present technical information and data in an effective manner. ➢ Conduct complex research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports. ➢ Effectively represent the division and the City in meetings with governmental agencies, community groups, and various businesses, professional, and regulatory organizations, and in meetings with individuals. ➢ Establish and maintain a variety of filing, record-keeping, and tracking systems. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate modern office equipment including computer equipment and specialized software applications programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Equivalent to graduation from an accredited four-year college or university with major coursework in human resources management, public or business administration, employee relations, industrial psychology, risk management, or a related field, and five (5) years of administrative experience in human resources, benefits administration, risk management, including two (2) years of program management and supervisory experience. License: ➢ Possession of a valid California Class C driver's license and satisfactory driving record. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact 5-144 with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-145 INFORMATION TECHNOLOGY MANAGER DEFINITION DATE FLSA: EXEMPT Under general direction, plans, organizes, oversees, coordinates, and reviews the work of staff performing difficult and complex professional, technical, and administrative support related to all programs and activities of the City's information technology systems and infrastructure, including the installation, maintenance, and upgrade of the local area network, required hardware and software, infrastructure, personal computers, and communications systems and facilities; administers short and long-range planning activities; manages the effective use of department resources to improve organizational productivity and customer service; provides complex and responsible support to the City Manager in areas of expertise; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general direction from the City Manager. Exercises supervision over contract staff. CLASS CHARACTERISTICS This is a management classification that manages all information technology activities in the Administration Department. The incumbent organizes and oversees day-to-day computer hardware, software, networks, and other information and communications systems operations and maintenance. Responsibilities include performing diverse, specialized, and complex work involving significant accountability and decision-making responsibility. The incumbent organizes and oversees day-to-day activities and is responsible for providing professional -level support to the City Manager in a variety of areas. Successful performance of the work requires an extensive professional background as well as skill in coordinating departmental work with that of other departments and outside agencies. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Plans, manages, and oversees the daily functions, operations, and activities of the City's information technology systems and infrastructure, including the installation, maintenance, and upgrade of the local area network, required hardware and software, infrastructure, personal computers, and communications systems. ➢ Participates in the development and implementation of goals, objectives, policies, and priorities for the department; recommends within departmental policy, appropriate service and staffing levels; recommends and administers policies and procedures. ➢ Participates in the development, administration, and oversight of budgets for the assigned functions. ➢ Develops and standardizes procedures and methods to improve and continuously monitor the efficiency and effectiveness of assigned programs, service delivery methods, and procedures; assesses and monitors workloads, administrative, and support systems, and internal reporting relationships; identifies opportunities for improvement and recommends to the City Manager. 5-146 ➢ Manages and participates in the administration and maintenance of the City's information technology infrastructure; evaluates, selects, and recommends City-wide computer purchases; develops long-term information systems strategies to plan for and control network upgrades and growth; evaluates and recommends new technologies; and encourages innovation among technical staff in the utilization and implementation of ideas and techniques. ➢ Assists the City Manager with special projects as assigned; participates in deliberations to address City operational issues as they relate to information technology, and in the development of management recommendations for consideration by the City Manager and City Council. ➢ Negotiates and administers contracts with private vendors to provide City services. ➢ Resolves computer system related problems as they occur; provides direction and technical supervision to external consultants whose work involves information technology related tasks and work methods. ➢ Identifies and proposes network services projects appropriate for contract delivery; negotiates service contracts and computer hardware pricing with vendors; oversees contract preparation and completion of work. ➢ Provides high-quality internal customer service and performs technical support, installation, maintenance, and repair of computers and other information systems equipment. ➢ Provides highly complex staff assistance to the City Manager; prepares and presents staff reports and other necessary correspondence related to assigned activities and services; presents reports to various commissions, committees, and boards. ➢ Conducts a variety of organizational and operational studies and investigations; recommends modifications to assigned programs, policies, and procedures, as appropriate. ➢ Implements adopted information technology strategic plans, policies, and standards. ➢ Attends and participates in professional group meetings; stays abreast of new trends and innovations in information technology; researches emerging products and enhancements and their applicability to City needs. ➢ Monitors changes in regulations and technology that may affect operations; implements policy and procedural changes after approval. ➢ Receives, investigates, and responds to difficult and sensitive problems and complaints in a professional manner; identifies and reports findings and takes necessary corrective action. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Administrative principles and practices, including goal setting, program development, implementation, and evaluation, and project management. ➢ Information technology systems, database management, policies and procedures, including computer networks, personal computers, telecommunications, copiers, and other electronic office automation systems. ➢ Hardware and software characteristics of various computer systems and a general understanding of system features and their integration capabilities. ➢ Systems design and development process, including requirements analysis, feasibility studies, software design, programming, beta testing, installation, evaluation, and operational management. ➢ Principles and practices of budget development and administration. ➢ Principles and practices of employee supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures. 5-147 ➢ Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to municipal information technology operations. ➢ Organization and management practices as applied to the development, analysis, and evaluation of programs and operational needs of the assigned divisions. ➢ Principles and practices of contract administration and evaluation. ➢ Recent and on-going developments, current literature, and sources of information related to the operations of the assigned division. ➢ Record keeping principles and procedures. ➢ Modern office practices, methods, and computer equipment and applications related to the work. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Recommend and implement goals, objectives, and practices for providing effective and efficient services. ➢ Organize, manage, implement, and maintain efficient and effective automated systems to ensure the reliability and integrity of the computer infrastructure. ➢ Manage and monitor complex projects, on-time, and within budget. ➢ Plan, organize, assign, review, and evaluate the work of contractors. ➢ Interpret, apply, explain, and ensure compliance with applicable Federal, State, and local policies, procedures, laws, and regulations. ➢ Evaluate and develop improvements in operations, procedures, policies, or methods. ➢ Prepare clear and concise reports, correspondence, policies, procedures, and other written materials. ➢ Research, analyze, and evaluate new service delivery methods, procedures, and techniques. ➢ Analyze, interpret, summarize, and present technical information and data in an effective manner. ➢ Conduct complex research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports. ➢ Effectively represent the division and the City in meetings with governmental agencies, community groups, and various businesses, professional, and regulatory organizations, and in meetings with individuals. ➢ Establish and maintain a variety of filing, record-keeping, and tracking systems. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate modern office equipment including computer equipment and specialized software applications programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. 5-148 Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to graduation from an accredited four-year college or university with major coursework in computer science, management information technology, or a related field and five (5) years of experience in the development and administration of computer systems, telecommunication systems, and local area networks, including two (2) years of supervisory experience. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 40 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-149 OFFICE TECHNICIAN I DEFINITION DATE FLSA: NON-EXEMPT Under direct supervision, provides a variety of routine office support activities to an assigned City department, which may include word processing, data entry and organization, telephone and counter reception, receipt of payments, processing of invoices, record-keeping, report preparation, and filing; provides information and assistance to the general public; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives direct supervision from assigned supervisory or management personnel. Exercises no supervision of staff. CLASS CHARACTERISTICS This is the entry-level class in the office support series. Initially under close supervision, incumbents with basic clerical experience perform basic administrative and office support duties, including document preparation, record-keeping, gathering, compiling, and organizing information from various sources, screening phone calls, visitors, and mail, and directing questions to the appropriate staff. As experience is gained, assignments become more varied and are performed with greater independence. Work is usually supervised while in progress and fits an established structure or pattern. Exceptions or changes in procedures are explained in detail as they arise. Since this class is often used as a training class, employees may have only limited or no directly related work experience. Eventually, positions will attain a level of experience to receive only occasional instruction or assistance as new or unusual situations arise and where they are fully aware of the operating procedures and policies of the work unit. Positions at this level usually perform most of the duties required of the positions at the journey - level, but are not expected to function at the same skill level and usually exercise less independent discretion and judgment in matters related to work procedures and methods, and the Office Technician II may perform more advanced administrative and office support duties requiring additional training and/or experience. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Performs a variety of routine office administrative duties to support departmental operations, including filing, preparing records and basic reports, accounts payable, cashiering duties, processing permits and licenses, and ordering and maintaining office and other related supplies. ➢ Maintains accurate and detailed records, verifies accuracy of information, researches discrepancies, and records information. ➢ Verifies and reviews forms and reports for completeness and conformance with established procedures; applies departmental and program policies and procedures in determining completeness of applications, records, and files. 5-150 ➢ Prepares, copies, collates, and distributes a variety of documents; ensures proper filing of copies in departmental or central files. ➢ Screens calls, visitors, and incoming mail; assists public at front counter and directs public to appropriate locations and/or staff; responds to basic complaints and requests for information; assists in interpreting and applying regulations, policies, procedures, systems, rules, and precedents in response to inquiries and complaints from the public; enters public calls into appropriate computer databases; directs callers to appropriate City staff as necessary. ➢ Composes, types, formats, and proofreads a variety of routine reports, letters, documents, flyers, brochures, calendars, and memoranda; types from rough drafts, verbal instructions, or transcribing machine recordings; checks drafts for punctuation, spelling, and grammar; suggests corrections. ➢ Receives, opens, time stamps, sorts, and distributes incoming and interdepartmental mail; prepares and distributes outgoing mail. ➢ Compiles information and data for administrative, statistical, and financial reports; checks data; prepares and assembles reports, manuals, articles, announcements, and other informational materials. ➢ Maintains and updates departmental record systems; enters and updates information with departmental activity, inventory files, and report summaries; retrieves information from computer application systems as required. ➢ Assists with meeting arrangements; schedules meetings between City staff and other groups or organizations; arranges for necessary set-up and materials to be available at meetings. ➢ Gathers, assembles, updates, and distributes a variety of department or City specific information, forms, records, and data as requested. ➢ Assists in monitoring and ordering office and other related supplies; assists in preparing, processing, and tracking purchase requisitions for services and materials; receives vendor invoices; prepares requests for payment for department head approval. ➢ May perform cashiering duties; receives money and issues receipts; collects and accounts for service fees. ➢ May coordinate workshops and classes; assists with special events; assists in coordinating reservations, scheduling, and use of equipment and facilities. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Basic principles and practices of data collection and report preparation. ➢ Modern office practices, methods, and computer equipment and applications, including word processing, database, and spreadsheet applications. ➢ Basic accounting methods, procedures, and terminology. ➢ Basic principles of business letter writing. ➢ Basic principles of record-keeping and cash handling. ➢ English usage, spelling, vocabulary, grammar, and punctuation. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. 5-151 Ability to: ➢ Respond to and effectively prioritize multiple phone calls and other requests for service. ➢ Learn, interpret, and apply administrative and departmental policies and procedures. ➢ Compose correspondence and reports independently or from brief instructions; maintain records and databases. ➢ Make accurate arithmetic computations. ➢ Perform clerical support work with accuracy, speed, and minimal supervision. ➢ Learn and understand the organization and operation of the City and of outside agencies as necessary to assume assigned responsibilities. ➢ Organize, maintain, and update office database and records systems. ➢ File materials alphabetically, chronologically, and numerically. ➢ Schedule and coordinate projects; adapt to changing priorities; meet critical time deadlines. ➢ Enter and retrieve data from a computer with sufficient speed and accuracy to perform assigned work. ➢ Operate modern office equipment, including computer equipment and word-processing, database, and spreadsheet application programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy and legal guidelines in politically sensitive situations. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to the completion of twelfth (1211) grade. No experience required. Some clerical or office support experience is highly desirable. Licenses and Certifications: None. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, typewriter keyboard, or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact 5-152 with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-153 OFFICE TECHNICIAN II DEFINITION DATE FLSA: NON-EXEMPT Under general supervision, provides a variety of moderately complex office support activities to an assigned City department, which may include word processing, data entry and organization, telephone and counter reception, receipt of payments, processing of invoices, record-keeping, report preparation, and filing; provides information and assistance to the general public; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives direct supervision from assigned supervisory or management personnel. Exercises no supervision of staff. CLASS CHARACTERISTICS This is the journey -level class in the office support series that performs the full range of administrative and office support duties, including document preparation, record-keeping, researching, compiling, and organizing information from various sources, screening phone calls, visitors, and mail, and directing questions to the appropriate staff. Positions at this level are distinguished from the Office Assistant I class by the performance of the full range of office support duties as assigned, working independently and exercising a greater level of judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. This class is distinguished from the Administrative Assistant in that the latter performs more complex administrative support duties, which require additional experience and training. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Performs a wide variety of routine to moderately complex technical office administrative duties to support departmental operations, including filing, preparing records and reports, accounts payable, cashiering duties, processing permits and licenses, and ordering and maintaining office and other related supplies. ➢ Maintains accurate and detailed records, verifies accuracy of information, researches discrepancies, and records information. ➢ Verifies and reviews forms and reports for completeness and conformance with established regulations and procedures; applies departmental and program policies and procedures in determining completeness of applications, records, and files. ➢ Prepares, copies, collates, and distributes a variety of documents, including agendas, bid packages, contracts, informational packets, and specifications; ensures proper filing of copies in departmental or central files. ➢ Screens calls, visitors, and incoming mail; assists public at front counter and directs public to appropriate locations and/or staff; responds to complaints and requests for information; assists in interpreting and applying regulations, policies, procedures, systems, rules, and 5-154 precedents in response to inquiries and complaints from the public; enters public calls into appropriate computer databases; directs callers to appropriate City staff as necessary. ➢ Performs cashiering duties; receives money and issues receipts; collects and accounts for service fees. ➢ Composes, types, formats, and proofreads a variety of routine reports, letters, documents, flyers, brochures, calendars, and memoranda; types from rough drafts, verbal instructions, or transcribing machine recordings; checks drafts for punctuation, spelling, and grammar; suggests corrections. ➢ Receives, opens, time stamps, sorts, and distributes incoming and interdepartmental mail; prepares and distributes outgoing mail. ➢ Compiles information and data for administrative, statistical, and financial reports; checks data; prepares and assembles reports, manuals, articles, announcements, and other informational materials. ➢ Maintains and updates departmental record systems; enters and updates information with departmental activity, inventory files, and report summaries; retrieves information from computer application systems as required. ➢ Maintains calendars and makes meeting arrangements; schedules meetings between City staff and other groups or organizations; arranges for necessary set-up and materials to be available at meetings. ➢ Gathers, assembles, updates, and distributes a variety of department or City specific information, forms, records, and data as requested. ➢ Monitors and orders office and other related supplies; prepares, processes, and tracks purchase requisitions for services and materials; receives vendor invoices; prepares request for payment for department head approval. ➢ May coordinate workshops and classes; assists with special event programs; assists in coordinating reservations, scheduling, and use of equipment and facilities. ➢ May act as a department representative within community groups to relay or obtain relevant information regarding departmental activities. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Departmental practices and procedures and applicable City policies. ➢ Principles and practices of data collection and report preparation. ➢ Modern office practices, methods, and computer equipment and applications, including word processing, database, and spreadsheet applications. ➢ Basic accounting methods, procedures, and terminology. ➢ Principles of business letter writing. ➢ Principles of record-keeping and cash handling. ➢ English usage, spelling, vocabulary, grammar, and punctuation. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Respond to and effectively prioritize multiple phone calls and other requests for service. ➢ Interpret, explain, and apply administrative and departmental policies and procedures. ➢ Compose correspondence and reports independently or from brief instructions; maintain records and databases. 5-155 ➢ Make accurate arithmetic computations. ➢ Perform responsible clerical support work with accuracy, speed, and minimal supervision. ➢ Understand the organization and operation of the City and of outside agencies as necessary to assume assigned responsibilities. ➢ Organize, maintain, and update office database and records systems. ➢ File materials alphabetically, chronologically, and numerically. ➢ Schedule and coordinate projects; set priorities; adapt to changing priorities; meet critical time deadlines. ➢ Enter and retrieve data from a computer with sufficient speed and accuracy to perform assigned work. ➢ Operate modern office equipment, including computer equipment and word-processing, database, and spreadsheet application programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy and legal guidelines in politically sensitive situations. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to the completion of twelfth (1211) grade and one (1) year of general office clerical experience equivalent to Office Technician I at the City of Rancho Palos Verdes. Licenses and Certifications: None. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, typewriter keyboard, or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-156 PERMIT TECHNICIAN DEFINITION DATE FLSA: NON-EXEMPT Under general supervision, performs a variety of routine to complex administrative and technical support duties related to the acceptance, review, processing, and issuance of building, plumbing, mechanical, electrical, right-of-way encroachment, and/or routine public works permits; provides support to related services and activities of the Community Development or Public Works Department; explains ordinances, requirements, and City codes, and department procedures to building contractors, architects, engineers, builders, and the general public pertaining to permit requests and concerns; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general supervision from assigned supervisory and management staff. Exercises no supervision of staff. CLASS CHARACTERISTICS This is a journey -level class that is fully competent to perform a variety of technical duties to assist in the provision of City services for the public. Incumbents with well-developed office support skills are expected to learn technical and specialized rules, regulations, policies, procedures, laws, and activities related to the Community Development or Public Works Department and to apply them independently. This class is distinguished from other office support classes by the performance of more technical and/or specialized duties that require application of a larger base of technical knowledge and skill in addition to standard office support skills. EXAMPLES OF TYPICAL FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations where appropriate so that qualified employees can perform the essential functions of the job. ➢ Provides appropriate information regarding status of projects and permits, final fees, and City code and legal requirements associated with assigned department to the public, including homeowners, developers, contractors, engineers, and architects, in person, over the counter and telephone, and in writing; assists the public in the application process for Community Development or Public Works permits. ➢ Notifies applicants when plans or permits are ready for delivery or issuance; provides status updates. ➢ Processes and inputs permits into computer system; reviews permit applications, plans, specifications, and supporting documents for completeness and compliance with legal standards and City requirements; calculates permit fees; prepares bills, collects fees, and issues receipts; issues building, plumbing, mechanical, and electrical permits following established guidelines; approves non-structural plan checks; issues encroachment permits. ➢ Performs a wide variety of routine to complex administrative duties in support of the Community Development or Public Works Department; establishes and maintains filing systems; prepares and proofreads a wide variety of correspondence, letters, memoranda, reports, statistical charts, and other written materials; distributes reports internally and to various governmental offices; organizes and assembles documents; files and catalogues 5-157 maps, photos, and other planning exhibits and documents; verifies accuracy of information; researches discrepancies and records information. ➢ Schedules inspections as needed. Monitors and coordinates office paperwork and activities, including binding bids, distributing mail, answering phones, responding and forwarding e-mails, printing flyers, and conducting a variety of special projects of a routine administrative nature. Applies departmental policies and procedures in determining completeness of applications, records, and reports; provides information and forms to the public; processes appropriate information. Compiles information and data for statistical and financial reports; maintains a variety of statistical records; checks and tabulates statistical data. Receive, prepares, and routes geotechnical site visits and reports. ➢ Contacts the public and outside agencies in acquiring and providing information and making referrals. Maintains files, which may include permit and traffic accident files, maintenance service requests, and trust deposits; processes and maintains files for State and Federal compliance requirements. Operates standard office equipment, including job-related computer hardware and software applications, facsimile equipment, and multi -line telephones. Provides needed information and demonstrations concerning how to perform certain work tasks to new employees in the same or similar class of positions. Provides assistance to department staff as needed. ➢ Performs related duties as required. QUALIFICATIONS Knowledge of: Organization, procedures, and operating details of the assigned department. ➢ Applicable Federal, State, and local laws, rules, regulations, ordinances, and organizational policies and procedures. ➢ Business letter writing and basic report preparation. ➢ Business arithmetic and basic statistical techniques. ➢ Record keeping principles and procedures. ➢ Modern office practices, methods, and computer equipment and applications related to the work. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: Understand and explain City policies, procedures, fees, and basic planning and building codes and regulations to the general public, permit applicants, and City staff. ➢ Interpret, apply, explain, and ensure compliance with applicable Federal, State, and local laws, rules, regulations, policies, and procedures. ➢ Read and interpret plans, specifications, related construction documents, and maps. Calculate square footage, fees and/or penalties from plans, and fees for zoning permit applications. Perform detailed, technical, and specialized permit support work. Perform the full range of office and administrative support duties and tasks. 5-158 ➢ Respond to and effectively prioritizing multiple phone calls, walk-up traffic, and other requests and interruptions. ➢ Compose correspondence and reports independently or from brief instructions. ➢ Maintain accurate logs, records, and basic written records of work performed. ➢ Enter and retrieve data from a computer with sufficient speed and accuracy to perform assigned work. ➢ Make accurate arithmetic, financial, and statistical computations. ➢ Operate office equipment and computer applications related to the work. ➢ Make sound, independent decisions within established policy and procedural guidelines. ➢ Organize own work, set priorities, and meet critical time deadlines. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to the completion of the twelfth (12th) grade and two (2) years increasingly responsible administrative experience involving public counter contact with emphasis in assigned area (Building and Safety or Public Works function); relevant technical training or experience in designated area highly preferred. College level course work in architecture, construction, engineering, planning, or a related field is highly desirable. Licenses and Certifications: ➢ When assigned to Building and Safety Division, requires possession of, or ability to obtain International Code Council Certification as a Permit Technician within six (6) months of hire and California Building Officials Counter Technician Certification within two (2) years of hire. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. Standing and walking in work areas if frequently required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-159 PLANNING TECHNICIAN DEFINITION DATE FLSA: NON-EXEMPT Under general supervision, performs a variety of routine to complex administrative and technical support duties related to the City's planning function; provides information and assistance to developers and the public on planning and zoning related matters and in support of related services and activities of the Planning Division; explains ordinances, requirements, and City codes, and department procedures to building contractors, architects, engineers, builders, and the general public pertaining to design review, applications, permit requests, and concerns; provides administrative assistance as needed; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general supervision from the Senior Planner. Exercises no supervision of staff. CLASS CHARACTERISTICS This is a journey -level class that is fully competent to perform a variety of responsible duties to assist in the provision of City services for the public. Incumbents with well-developed office support skills are expected to learn technical and specialized rules, regulations, policies, procedures, and activities related to the Community Development Department and to apply them independently. This class is distinguished from other office support classes by the performance of more technical and/or specialized duties that require application of a larger base of technical knowledge and skill in addition to standard office support skills. This class is further distinguished from Assistant Planner in that the latter is the first professional level planning class for the City requiring a four-year college degree and responsible for performing a broader range of work. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Assists the public at the front counter and on the phone, answering questions and providing information regarding zoning, development standards, and approved development proposals; performs plan check functions for various projects, receives and reviews applications for planning permits for completeness; reviews applications for building permits for compliance with applicable zoning standards; reviews applications for business licenses. ➢ Reviews plans and approves designated permit applications. ➢ Receives and evaluates site plan review permits, grading permits, variance requests, conditional use permits and related applications; ensures application packages are complete for submittal. ➢ Provides assistance on basic current planning projects, including research, data and information compilation, inspections, and preparation of special reports. ➢ Performs administrative duties including typing, filing, copying documents, record keeping, receipt of cash payments, and processing refunds. ➢ Assists in compiling information for a variety of studies and reports; participates in researching, analyzing, and interpreting data. ➢ Updates and maintains zoning, street and index maps and zoning regulations. 5-160 ➢ Receives project applications, prepares project files, and closes out project files when completed. ➢ May process permit applications and calculate appropriate fees. ➢ May prepare exhibits for City Council and Planning Commission meetings, including maps, plot plans, renderings, charts, and graphs; may deliver, post, and dismantle exhibits. ➢ Researches and compiles a variety of information from various sources and prepares periodic and special statistical and narrative reports, agenda items, basic staff reports and a variety of other technical documents. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Methods used in the collection, tabulation, review, analysis and distribution of applications, maps and other planning forms and documents. ➢ Basic principles and methods of preparing a variety of reports, maps, charts and other documentation related to the work. ➢ Basic terminology, symbols and graphic techniques used in the preparation of planning documents and maps. ➢ Modern office practices, methods, and computer equipment and applications related to the work. ➢ Principles of advanced mathematics and their application to planning work. ➢ Methods and techniques of effective technical report preparation and presentation. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Interpret planning and zoning programs to the general public; identify and respond to issues and concerns of the public. ➢ Read plans and specifications and make site visits. ➢ Conduct routine research projects, evaluate alternatives, and make sound recommendations. ➢ Interpret, apply, and explain, and ensure compliance with applicable Federal, State, and local laws, rules, regulations, policies, and procedures, and City planning policies and procedures. ➢ Read and understand technical drawings and specifications. ➢ Perform mathematical and planning computations with precision. ➢ Prepare and present clear, concise, and logical written and oral reports, correspondence, policies, procedures, and other written materials. ➢ Establish and maintain a variety of filing, record-keeping, and tracking systems. ➢ Make sound decisions within established policy and procedural guidelines. ➢ Organize own work, set priorities, and meet critical time deadlines. ➢ Operate office equipment and computer applications related to the work. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: 5-161 Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to completion of two (2) years of college in a technical field related to the work and six (6) months of relevant work experience in planning, architecture, or a related field. A Bachelor's degree from an accredited four-year college or university with major coursework in urban planning, community development, business or public administration is desirable. Licenses and Certifications: None. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer, to inspect City development sites, including traversing uneven terrain, climbing ladders, stairs, and other temporary or construction access points; to operate a motor vehicle and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may work in the field and occasionally be exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, mechanical and/or electrical hazards, and hazardous physical substances and fumes. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-162 PUBLIC WORKS SUPERINTENDENT DEFINITION DATE FLSA: EXEMPT Under general direction, plans, schedules, assigns, procures, and reviews the work of public works maintenance staff and contracted maintenance staff responsible for providing construction, maintenance, and repair to assigned City infrastructure, including City buildings and facilities, fleet, streets, sidewalks, traffic signage and striping, graffiti abatement, storm drains, and sanitary sewers; administers, monitors, and provides technical input for assigned public works maintenance, operations, and related projects and programs; provides responsible technical assistance to the Director of Public Works; performs a variety of technical tasks relative to the assigned functional area; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general direction from the Director of Public Works. Exercises direct and general supervision over technical and maintenance staff and contactors. CLASS CHARACTERISTICS This is the full supervisory -level class in the public works maintenance class series. Responsibilities include planning, organizing, supervising, reviewing, and evaluating the work of public works maintenance staff either directly or through lead workers. Incumbents are expected to independently perform the full range of public works maintenance duties as assigned, including developing scope of work for contracted services, procuring supplies and services in accordance with City's procurement ordinances, negotiating contracts, and inspecting the work of maintenance contractors. Performance of the work requires the use of considerable independence, initiative, and discretion within established guidelines. This class is distinguished from Deputy Director of Public Works in that the latter has overall responsibility for all capital improvement project development, operations, and maintenance functions for the City's streets, storm drains, sanitary systems, and fleets and facilities, as well as implementing and interpreting public policy. EXAMPLES OF TYPICAL FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Plans, organizes, assigns, supervises, and reviews the work of assigned staff in the installation, maintenance, and repair of the City's entire infrastructure, including streets, storm drains, parks, buildings, fleet, and facilities maintenance and repair; administers specialized projects and programs in area of assignment. ➢ Participates in the development and implementation of goals, objectives, policies, and priorities for assigned services and programs; identifies resource needs; recommends and implements policies and procedures, including standard operating procedures for assigned facilities. ➢ Evaluates employee performance, counsels employees, and effectively recommends initial disciplinary action; assists in selection and promotion. 5-163 ➢ Trains staff in work and safety procedures and in the operation and use of equipment and supplies; implements procedures and standards. ➢ Monitors operations and activities of the streets maintenance work unit; identifies opportunities for improving service delivery methods and procedures; provides recommendations concerning process changes; reviews with appropriate management staff; implements improvements. ➢ Determines and recommends equipment, materials, and staffing needs for assigned operations, projects, and programs; participates in the annual budget preparation; prepares detailed cost estimates; maintains a variety of records and prepares routine reports of work performance. ➢ Plans and lays out maintenance work projects; determines if contracted services are needed; develops scope of work for formal or informal bid process; negotiates service contract with vendors; oversees the work of vendors and contractors; provides corrective measures as necessary. ➢ Monitors and controls supplies and equipment; orders supplies and tools as necessary; prepares documents for equipment procurement; participates in the bid process for maintenance and repair projects. ➢ Supervises the use of and operation of tools, equipment, and vehicles; ensures that tools, equipment, and vehicles are safely operated, maintained, and secured when not in use; schedules the service, repair, and replacement of tools and equipment. ➢ Inspects work in progress and completed work of assigned employees and contractors for accuracy, proper work methods and techniques, and compliance with applicable standards and specifications. ➢ Inspects the assigned City infrastructure for safety violations; ensures that safety procedures are followed and that safety equipment is worn; makes periodic safety presentations to assigned staff. ➢ Assists in the design, engineering, construction, and field inspection processes for Capital Improvement Program projects and private developments to ensure contractors' and developers' compliance with City standards; attends pre -construction meetings; performs detailed building plan checks of construction and design to ensure adherence to established policy and sound engineering practices. ➢ Performs the most complex public works maintenance duties and provides technical assistance to crews. ➢ Troubleshoots complex operational and maintenance problems; corrects or directs the correction and repair of operational and/or equipment problems. ➢ Coordinates assigned services and activities with those of other divisions and outside agencies. ➢ Provides staff assistance to the Director of Public Works; prepares and presents staff reports and other written materials; supervises the preparation and maintenance of related reports, records, and files; ensures the proper documentation of operations and activities. ➢ Stays current on the status of new and pending regulatory legislation; recommends changes to current policies and procedures in order to comply with changes in legislation. ➢ Oversees safety programs and training for the assigned functional areas and work groups; assists in action planning for safety programs; implements and monitors risk management plans regarding hazardous materials; responds to workers' compensation issues. ➢ Answers questions and provides information to the public; investigates inquiries; recommends corrective actions to resolve issues. ➢ Responds to emergency situations as necessary. ➢ Performs other duties as assigned. QUALIFICATIONS 5-164 Knowledge of: ➢ Principles and practices of employee supervision, including work planning, assignment, review and evaluation, discipline, and the training of staff in work procedures. ➢ Principles and practices of public works maintenance and operations program development and administration. ➢ Principles, practices, equipment, tools, and materials of construction, maintenance, and repair of public works infrastructure. ➢ Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to assigned area of responsibility. ➢ Basic principles and practices of budget and capital improvement program development, administration, and accountability. ➢ Principles and practices of contract administration and evaluation, government procurement requirements, and budget management. ➢ Safety principles, practices, procedures, and equipment related to the work. ➢ The operation and maintenance of a variety of hand and power tools, vehicles, and power equipment. ➢ Modern office practices, methods, and computer equipment and applications. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Assist in developing and implementing goals, objectives, practices, policies, procedures, and work standards. ➢ Supervise, train, plan, organize, schedule, assign, review, and evaluate the work of staff. ➢ Organize, implement, and direct assigned maintenance and operations activities. ➢ Interpret, apply, explain, and ensure compliance with applicable Federal, State, and local policies, procedures, laws, and regulations. ➢ Understand, interpret, and successfully communicate both orally and in writing pertinent department policies and procedures. ➢ Identify problems, research and analyze relevant information, develop and present recommendations, and justification for solution. ➢ Perform the most complex maintenance and operations duties and operate related equipment safely and effectively. ➢ Develop cost estimates for supplies and equipment. ➢ Research, analyze, and evaluate new service delivery methods, procedures, and techniques. ➢ Prepare clear and concise reports, correspondence, procedures, and other written materials. ➢ Establish and maintain a variety of manual and computerized files, record keeping, and project management systems. ➢ Read, interpret, retrieve, and produce drawings, blueprints, maps, and specifications. ➢ Make sound, independent decisions within established policy and procedural guidelines. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate modern office equipment including computer equipment and software programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. 5-165 Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to the completion of the twelfth (12th) grade and five (5) years of increasingly responsible experience in performing construction and maintenance work related to the assigned area of responsibility, including one (1) year of lead or supervisory experience. An Associate's degree in business is desirable. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer, and to work in and around City streets, storm drains, sanitary systems, and related facilities; strength, stamina, and mobility to perform light to medium physical work, to work in confined spaces, around machines, to climb and descend ladders, to operate varied hand and power tools and equipment, and to operate a motor vehicle and visit various City and meeting sites; vision to read printed materials and a computer screen; color vision to read gauges and identify appurtenances; and hearing and speech to communicate in person and over the telephone or radio. The job involves frequent walking in operational areas to identify problems or hazards. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate above-mentioned tools and equipment. Positions in this classification bend, stoop, kneel, reach, and climb to perform work in and inspect work sites. Employees must possess the ability to lift, carry, push, and pull materials and objects weighing up to 100 pounds, or heavier weights with the use of proper equipment. ENVIRONMENTAL ELEMENTS Employees partly work in an office environment and partly work in and around public works infrastructure and are exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, confining workspace, chemicals, mechanical and/or electrical hazards, and hazardous physical substances and fumes. Employees may interact with upset staff and/or public and private representatives, and contractors in interpreting and enforcing departmental policies and procedures. WORKING CONDITIONS May be required to be on-call and to work various shifts or emergencies on evenings, weekends, and holidays. 5-166 DATE FLSA: NON-EXEMPT PUBLIC WORKS MAINTENANCE WORKER 1/11 DEFINITION Under direct or general supervision, performs a variety of work in the construction, modification, maintenance, and repair of City infrastructure, including streets, sidewalks, root barriers, curbs and gutters, roadway base and sub -base, guard rails, asphalt pavement, crack seal application, concrete repair, traffic and street sign installation, repair, and reflectivity, pavement markings, and/or stormwater and drainage systems and facilities; uses and operates a variety of manual and power tools and light to heavy power driven equipment; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives direct or general supervision from the Public Works Maintenance Supervisor. Exercises no direct supervision over staff. May provide technical and functional direction to assigned staff. CLASS CHARACTERISTICS Public Works Maintenance Worker I: This is the entry-level class in the public works maintenance series. Initially under close supervision, incumbents with basic maintenance experience learn City infrastructure, systems, and facilities, use of tools and equipment, and a wide variety of practices and procedures. As experience is gained, assignments become more varied and are performed with greater independence. Positions at this level usually perform most of the duties required of the positions at the II level, but are not expected to function at the same skill level and usually exercise less independent discretion and judgment in matters related to work procedures and methods. Work is usually supervised while in progress and fits an established structure or pattern. Exceptions or changes in procedures are explained in detail as they arise. Since this class is often used as a training class, employees may have only limited work experience. Public Works Maintenance Worker II: This is the full journey -level class in the public works maintenance series that performs the full range of duties required to ensure that City infrastructure, systems, and facilities to which assigned, are maintained in a safe and effective working condition and provide the highest level of safety for public use. Responsibilities include inspecting and attending to assigned areas in a timely manner, and performing a wide variety of tasks in the maintenance and repair of assigned facilities and systems. Positions at this level are distinguished from the I level by the performance of the full range of duties as assigned, working independently, and exercising judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. This class is distinguished from Senior Maintenance Worker in that the latter is responsible for technical and functional supervision of lower -level maintenance staff and is capable of performing the most complex duties assigned to the division. Positions in the Public Works Maintenance Worker class series are flexibly staffed and positions at the II level are normally filled by advancement from the I level requiring one (1) additional year of experience and after gaining the knowledge, skill, experience, licenses, and certifications 5-167 which meet the qualifications for and after demonstrating the ability to perform the work of the higher-level class. When filled from the outside, the employee is required to have two (2) years of prior related experience that allows the employee to meet the qualification standards for the II level. EXAMPLES OF TYPICAL FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Performs construction, maintenance, and repair activities of City streets and roadways to ensure safe and efficient access for the public, including alleys, sidewalks, curbs and gutters, roadway base and sub -base, guard rails, asphalt pavement, crack seal application, concrete repair, traffic and street sign installation, repair, and reflectivity, and pavement markings. ➢ Participates in asphalt maintenance, including demolition and preparation of areas to be resurfaced; applying, raking, compacting, and paving appropriate materials to the surface, and cleaning up area. ➢ Participates in concrete maintenance, including attending to trip hazards, demolishing and removing concrete, and forming, pouring, and finishing sidewalks, handicapped ramps, curbs, and gutters. ➢ Provides installation, maintenance, and repair of traffic signs, including making signs, and installing sign posts and signs in accordance with Federal, State, and City codes. ➢ Inspects City premises for graffiti vandalism, uses appropriate chemicals and high-pressure equipment to remove graffiti. ➢ Performs tree trimming and removal services, including pruning branches, grinding tree stumps to ground level, and removing trees. ➢ Performs legend painting and striping of City streets and parking lots using appropriate materials. ➢ Performs inspection, construction, maintenance, and repair activities of City storm drain and sanitation systems and facilities; cleans sanitary wastewater lines in the collection system. ➢ Inspects assigned City infrastructure for safety issues, structural integrity, and possible future work projects and programs, and appropriately marks areas that need to be repaired. ➢ Operates and maintains specialized vehicles, a variety of light, medium, and heavy equipment, and hand and power tools related to the assigned work. ➢ Observes safe work methods and makes appropriate use of related safety equipment. ➢ Maintains public facilities, storage sites, and other work areas in a clean and orderly condition, including securing equipment at the close of the workday. ➢ Installs street barricades and cones and controls traffic around work sites and special events to ensure safe conditions for the general public and City workers. ➢ Provides needed information and demonstrations concerning how to perform certain work tasks to new employees in the same or similar class of positions. ➢ Responds to after-hours emergencies. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Basic principals, practices, tools, and materials as they relate to the maintenance and repair of infrastructure, facilities, systems, and appurtenances similar to those in a municipal environment. 5-168 ➢ Basic mathematics. ➢ Safe driving rules and practices. ➢ Basic computer software related to work. ➢ English usage, spelling, vocabulary, grammar, and punctuation. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors and City staff. Public Works Maintenance Worker II, in addition to the above: ➢ Maintenance principles, practices, tools, and materials for maintaining and repairing streets and roadways, including alleys, sidewalks, curbs and gutters, roadway base and sub -base, guard rails, asphalt pavement, crack seal application, concrete repair, traffic and street sign installation, repair, and reflectivity, and pavement markings; as well as stormwater and drainage systems and facilities, including concrete, drains, and related facilities, systems, and appurtenances. ➢ Traffic control procedures and traffic sign regulations. ➢ The operation and minor maintenance of a variety of hand and power tools, vehicles, and light to heavy power equipment. ➢ Operational characteristics of specialized construction maintenance and repair equipment. ➢ Occupational hazards and safety equipment and practices related to the work, including the handling of hazardous chemicals. ➢ Applicable Federal, State, and local laws, codes, and regulations. Ability to: ➢ Perform basic construction, modification, maintenance, and repair work. ➢ Troubleshoot maintenance problems and determine materials and supplies required for repair. ➢ Make accurate arithmetic calculations. ➢ Safely and effectively use and operate hand tools, mechanical equipment, power tools, and light to heavy equipment required for the work. ➢ Perform routine equipment maintenance. ➢ Maintain accurate logs, records, and basic written records of work performed. ➢ Understand and follow oral and written instructions. ➢ Organize own work, set priorities, and meet critical time deadlines. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Public Works Maintenance Worker II, in addition to the above: ➢ Perform construction, modification, maintenance and repair work on streets and roadways, including sidewalks, curbs and gutters, roadway base and sub -base, asphalt pavement, crack seal application, concrete repair, traffic and street sign installation, repair, and reflectivity, and pavement markings; as well as stormwater and drainage systems and facilities, including concrete, pipes, drains, detention basins, and related facilities, systems, and appurtenances. ➢ Perform assigned maintenance and repair duties with accuracy, speed, and minimal supervision. ➢ Operate specialized construction maintenance and repair equipment. ➢ Interpret and apply the policies, procedures, laws, codes, and regulations pertaining to assigned programs and functions. ➢ Set up and operate traffic area construction zones, including cones, barricades, and flagging. 5-169 ➢ Read, interpret, and apply technical information from manuals, drawings, specifications, layouts, blueprints, and schematics. ➢ Follow department policies and procedures related to assigned duties. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills and abilities is qualifying. A typical way to obtain the required qualifications would be: Public Works Maintenance Worker I and 11: Equivalent to the completion of the twelfth (1211) grade. Public Works Maintenance Worker I: One (1) year of experience in construction, maintenance, and/or repair of streets and roadways, stormwater and drainage, sanitation systems, facilities maintenance, traffic signs, and/or related facilities and systems. Public Works Maintenance Worker II: Three (3) years of experience in construction, maintenance, and/or repair of streets and roadways, stormwater and drainage, sanitation systems, traffic signs, and/or related facilities and systems, or two (2) years of experience equivalent to Public Works Maintenance Worker I at the City of Rancho Palos Verdes. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. PHYSICAL DEMANDS Must possess mobility to work in the field; strength, stamina, and mobility to perform medium to heavy physical work, to work in confined spaces and around machines, to climb and descend ladders, to operate varied hand and power tools and construction equipment, and to operate a motor vehicle and visit various City sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone or radio. The job involves fieldwork requiring frequent walking in operational areas to identify problems or hazards. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate above-mentioned tools and equipment. Positions in this classification bend, stoop, kneel, reach, and climb to perform work and inspect work sites. Employees must possess the ability to lift, carry, push and pull materials and objects weighing up to 100 pounds, or heavier weights with the use of proper equipment. ENVIRONMENTAL ELEMENTS Employees work in the field and are exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, confining workspace, chemicals, mechanical and/or electrical hazards, and hazardous physical substances and fumes. Employees may interact with upset staff and/or public and private representatives and contractors in interpreting and enforcing departmental policies and procedures. WORKING CONDITIONS May be required to be on-call and to work various shifts or emergencies on evenings, weekends, and holidays. 5-170 RECREATION SERVICES LEADER 1/11 DEFINITION DATE FLSA: NON-EXEMPT Under direct or general supervision, oversees recreation activities in connection with a specific recreation services program or functional area in support of community, recreational, or park facilities; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives direct or general supervision from the Recreation Supervisor. Exercises no direct supervision over staff. May exercise technical and functional supervision and provide training to lower -level staff. CLASS CHARACTERISTICS Recreation Services Leader I: This is the entry-level class in the Recreation Services series. Initially under close supervision, incumbents learn City recreation programs, activities, facilities, and equipment, and a wide variety of practices and procedures. As experience is gained, assignments become more varied and are performed with greater independence. Positions at this level usually perform most of the duties required of the positions at the II level, but are not expected to function at the same skill level and usually exercise less independent discretion and judgment in matters related to work procedures and methods. Work is usually supervised while in progress and fits an established structure or pattern. Exceptions or changes in procedures are explained in detail as they arise. Since this class is often used as a training class, employees may have only limited or no directly related work experience. Recreation Services Leader Il: This is the journey -level class in the Recreation Services series that performs the full range of duties required to ensure that City facilities, recreation programs, activities, and services are safe and effective and provide the highest level of customer satisfaction for public use. Responsibilities include inspecting, opening and attending to assigned areas in a timely manner, and performing a wide variety of tasks in the facilitation of recreation programs and activities. Positions at this level are distinguished from the I level by the performance of the full range of duties as assigned, working independently, and exercising judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise and are fully aware of the operating procedures and policies of the work unit. Positions in the Recreation Services Leader class series are flexibly staffed and positions at the II level are normally filled by advancement from the I level requiring one (1) additional year of experience and after gaining the knowledge, skill, experience, licenses, and certifications which meet the qualifications for and after demonstrating the ability to perform the work of the higher- level class. When filled from the outside, the employee is required to have two (2) years of prior related experience that allows the employee to meet the qualification standards for the 11 level. 5-171 EXAMPLES OF TYPICAL FUNCTIONS (Illustrative Only) Management reserves the rights to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Leads, teaches, and conducts diversified recreation activities at various recreational facilities, including parks, schools, and the recreation center including community outings for program for adults with special needs. ➢ Conducts safety checks of, unlocks, opens, takes entrance fees (if applicable) for, and staffs various facilities. ➢ Assists in planning and conducting community events, general programs, and facility rentals; sets up and takes down tables, chairs, and equipment for classes, activities, events, and meetings. ➢ Works with facilities reservations software and maintains databases. ➢ Oversees and schedules established programs of play activities for children and adults. ➢ Resolves program issues within established guidelines; suggests program improvements. ➢ Performs general office duties, including basic cashiering, answering the telephone, greeting patrons, light typing, data entry, copying, and filing; prepares flyers, calendars, and other routine publicity; prepares routine reports of participation and activities; updates kiosks and telephone hotlines. ➢ Requisitions materials and equipment; takes periodic inventory of materials and equipment. ➢ Maintains gift shop upkeep and inventory; uses cash registers, documents transactions and prepares bank deposits. ➢ Maintains recreational facilities, storage sites, and other work areas in a clean and orderly condition, including securing equipment and materials at the close of the workday; opens, closes, and secures buildings for events. ➢ Issues and collects recreation equipment and supplies; makes minor repairs to recreation equipment. ➢ Responds to patrons' needs for assistance or information. ➢ Develops recreation program flyers, brochures, business letters and registration forms. ➢ Observes safe work methods and makes appropriate use of related safety equipment as required. ➢ Provides needed information and demonstrations concerning how to perform certain work tasks to new employees in the same or similar class of positions. ➢ Maintains accurate logs and records of work performed and materials and equipment used; may write reports. ➢ Monitors the proper and safe use of program facilities by the general public; patrols recreational facilities to ensure adherence to rules and ordinances; enforces recreational facility safety rules; interprets and applies policies, procedures, laws, codes, and regulations; assists in education about the enforcement of rules and regulations. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Safety principles and practices, including basic first aid and adult and/or child cardiopulmonary resuscitation (CPR) methods. ➢ Basic safety precautions and procedures related to recreation program area(s) and facilities. ➢ Standard office practices and procedures, including the use of standard office equipment, basic record keeping, arithmetic, and computer applications related to the work. 5-172 ➢ Safe work practices, including safe driving rules and practices. ➢ Basic computer software related to work. ➢ Registers and basic cash handling skills. ➢ English usage, spelling, vocabulary, grammar, and punctuation. ➢ Techniques for effectively dealing with individuals of various ages, various ethnic groups, and effectively representing the City in contacts with the public. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors and City staff. Ability to: ➢ Learn to work independently while supervising facilities and user groups. ➢ Learn, understand, and apply facility use policies and procedures. ➢ Provide courteous assistance to facility patrons. ➢ Lift and move tables and chairs and arranging facilities for community events and/or meetings. ➢ Learn basic computer system operation to enter and retrieve data for class registration and facility reservations. ➢ Remain flexible and adapt as job responsibilities change. ➢ Handle medical emergencies and injuries in a calm and effective manner, including providing basic first aid and adult and/or child cardiopulmonary resuscitation (CPR). ➢ Maintain facilities and equipment in a clean, safe, and secure manner. ➢ Operate modern office equipment including computer equipment and software programs. ➢ Make accurate arithmetic calculations. ➢ Perform routine equipment maintenance. ➢ Maintain accurate logs, records, and basic written records of work performed. ➢ Understand and follow oral and written instructions. ➢ Organize own work, set priorities, and meet critical time deadlines. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills and abilities is qualifying. A typical way to obtain the required qualifications would be: Recreation Services Leader I: Equivalent to the completion of the twelfth (12th) grade. Must be 18 years of age or older. Recreation Services Leader II: Equivalent to the completion of the twelfth (12th) grade and one (1) year of experience equivalent to Recreation Services Leader I at the City of Rancho Palos Verdes. Must be 18 years of age or older. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. ➢ Must obtain American Red Cross First Aid Certificate and CPR Certificate for infant, child, and adult within 30 days of employment. PHYSICAL DEMANDS 5-173 Must possess mobility to work in a standard office and/or recreational facility setting and use standard office and/or recreation equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. Must possess the physical stamina to lift and move tables and chairs, arrange facilities for community events and/or meetings. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, climb, and walk on uneven surfaces to participate in recreational activities; and push and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push and pull materials and objects weighing up to 50 pounds. ENVIRONMENTAL ELEMENTS Employees may work in the field and are occasionally exposed to loud noise levels, windy, cold and/or hot temperatures. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. WORKING CONDITIONS May be required to work a varied schedule of hours, which may include early mornings, evenings, weekends, and holidays, at a variety of City facilities. 5-174 RECREATION SPECIALIST DEFINITION DATE FLSA: NON-EXEMPT Under general supervision, assists in planning, implementing, and overseeing recreation activities in connection with recreation services programs; performs a variety of technical support, clerical, and lead worker functions related to assigned recreation facility and program operations; coordinates and directs the work of part-time staff and volunteers; monitors the day- to-day operation of specific programs and facilities; performs administrative duties related to assignment; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general supervision from a Recreation Supervisor II or Administrative Analyst. May provide work direction, training, and guidance to lower -level, part-time or seasonal staff and volunteers. CLASS CHARACTERISTICS This class in the Recreation Services series has lead, program coordination, curator, docent, administrative, and/or day-to-day operational responsibilities. Incumbents are responsible for overseeing, coordinating, and participating in recreation, volunteer, and/or education programs to ensure that City facilities, programs, activities, and services are safe and effective and provide the highest level of customer satisfaction for public use. Responsibilities include planning, scheduling, and directing the program operations, activities, and services in a timely manner, and performing a wide variety of tasks in the operations and activities of a recreation program and/or facility. This class is distinguished from the Recreation Supervisor II in that the latter is responsible for staff supervision, and administration for a particular recreational program area. EXAMPLES OF TYPICAL FUNCTIONS (Illustrative Only) Management reserves the rights to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Plans, organizes, implements, leads, and assists in one or more recreation, community event and volunteer programs, activities, and/or systems at one or multiple sites. ➢ Plans, develops, and provides recreation program work; researches excursion sites; communicates status of activities and services to appropriate personnel. ➢ Assists in ordering supplies and materials for projects and activities; reserves needed buildings and equipment. ➢ Oversees volunteer program. ➢ Performs as Curator and head of education and exhibit programs. ➢ Assists in the recruitment and selection of staff and volunteers; provides training, orientation, and guidance to assigned staff; provides input to performance evaluations. ➢ Monitors facility use; conducts safety checks, opens, collect fees (if applicable), staffs, closes, and secures buildings for events and assists in the supervision and preparation of the facility and amenities for patron use. ➢ Coordinates public outreach processes including the banner program, monthly newsletter and department webpage. 5-175 ➢ Trains staff and volunteers in work methods and relevant safety precautions. ➢ Acts as a City representative, in person and over the phone, to patrons and the general public concerning questions, problems, concerns, and activities in the provision of recreation program operations, activities, and services. ➢ Documents all incidents involving injury, behavioral problems, and/or any unusual events; communicates as appropriate to supervisor, parents, and others. ➢ Updates and implements policies and procedures, including standard operating procedures for assigned programs and facilities. ➢ Participates in ensuring compliance with relevant permitting and licensing laws and guidelines; maintains and updates all records required by Federal, State, and local regulatory agencies; interprets and applies policies, procedures, laws, codes, and regulations; assists in education about the enforcement of rules and regulations; ensures adherence to rules and ordinances. ➢ Ensures the safety of the public and staff at all times by inspecting, patrolling, monitoring, and instructing on the safe use of program facilities, equipment, and supplies; maintains a safe, clean, and tidy environment; reports unsafe conditions or illegal activities. ➢ Assists and participates in recreation services special events, including setting up and taking down equipment and materials and facilitating activities. ➢ Develops and prepares brochures, flyers, newsletters, and other materials; maintains informational kiosk. ➢ Participates in Public Service Announcements. ➢ Administers basic first aid and adult and/or child cardiopulmonary resuscitation (CPR) as necessary. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Basic principles of employee and volunteer supervision and training. ➢ Principles, practices, and service delivery needs related to the program area(s) to which assigned. ➢ Procedures for planning, implementing, and maintaining a variety of recreation and leisure activities and programs. ➢ Recreational, cultural, age-specific, and social needs of the community. ➢ Applicable Federal, State, and local laws, regulations, codes, and guidelines related to the program area and facilities to which assigned. ➢ Recreation site management and oversight. ➢ Safety principles and practices, including basic first aid and adult and/or child cardiopulmonary resuscitation (CPR) methods. ➢ Applicable safety precautions and procedures related to the program area(s) and facilities to which assigned. ➢ Principles and practices of basic public relations techniques. ➢ Principles and procedures of record keeping, cash handling, and report preparation. ➢ Business arithmetic and statistical techniques. ➢ Modern office practices, methods, computer equipment and computer applications. ➢ English usage, spelling, vocabulary, grammar, and punctuation. ➢ Techniques for effectively dealing with individuals of various ages, various socio-economic and ethnic groups, and effectively representing the City in contacts with the public. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors and City staff. 5-176 Ability to: ➢ Plan, oversee, implement, and coordinate assigned recreation program operations and activities, as well as staff, contractors, and volunteers. ➢ Plan and prepare recreation activities, reports, and other related program materials. ➢ Understand the organization and operation of recreation programs and facilities necessary to assume assigned responsibilities. ➢ Interpret, apply, explain, and ensure compliance with applicable Federal, State, and local policies, procedures, laws, and regulations. ➢ Work independently while supervising facilities and user groups. ➢ Understand, interpret, and apply facility use policies and procedures. ➢ Provide courteous assistance to facility patrons. ➢ Lift and move tables and chairs and arranging facilities for community events and/or meetings. ➢ Handle rescues, medical emergencies and injuries in a calm and effective manner, including providing basic first aid and adult and/or child cardiopulmonary resuscitation (CPR). ➢ Maintain facilities and equipment in a clean, safe, and secure manner. ➢ Updates and maintains departmental webpage. ➢ Operate modern office equipment including computer equipment and software programs. ➢ Maintain accurate logs, records, and basic written records of work performed. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to the completion of the twelfth (1211) grade and three (3) years of experience related to the program to which assigned. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. ➢ Must obtain American Red Cross First Aid Certificate and CPR Certificate for infant, child, and adult within 30 days of employment. PHYSICAL DEMANDS Must possess mobility to work in a standard office and/or recreational facility setting and use standard office and/or recreation equipment, including a computer; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. Must possess the physical stamina to lift and move tables and chairs, arrange facilities for community events and/or meetings. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, climb, and walk on uneven surfaces to participate in recreational activities; and push and pull drawers open 5-177 and closed to retrieve and file information. Employees must possess the ability to lift, carry, push and pull materials and objects weighing up to 50 pounds. ENVIRONMENTAL ELEMENTS Employees may work in the field and are frequently exposed to loud noise levels, cold and/or hot temperatures, wet and/or windy conditions, vibration, confining workspace, chemicals, mechanical and/or electrical hazards. Incumbents may be exposed to blood and body fluids rendering First Aid and CPR are required to wear appropriate attire for the recreation activity to which they are assigned. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. hT"S :1:(I'[e ce],191"161M May be required to work a varied schedule of hours, which may include early mornings, evenings, overnight events, weekends, and holidays, at a variety of City facilities. 5-178 RECREATION SUPERVISOR I DEFINITION DATE FLSA: EXEMPT Under general direction, plans, directs, administers, and supervises assigned recreation programs; plans, directs, coordinates, and participates in various special projects and community events as assigned; provides responsible professional staff assistance to the Deputy Director of Recreation and Parks; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general direction from the Deputy Director of Recreation and Parks. Exercises direct and general supervision over assigned staff. CLASS CHARACTERISTICS This is the full supervisory -level class in the Recreation series responsible for program development, administrative activities, and the supervision of day-to-day operational functions of two or more recreation programs and/or facilities. Incumbents are responsible for supervising and evaluating the work of full-time, part-time, contract, and temporary employees, and volunteers. This class is distinguished from the Recreation Supervisor II in that the latter has overall program, budgetary and administrative responsibility for the more complex program(s) in the Department with multiple facilities and a greater number of direct reports. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Plans, organizes, assigns, supervises, and reviews the work of staff in assigned recreation and community facilities, programs, services, and activities, including aquatics, youth and adult sports, contract activities, community events, youth programs, recreation centers and park facilities; administers multiple recreation and community programs and community events. ➢ Implements goals, objectives, policies, and priorities for assigned services and programs; identifies resource needs; researches, recommends, and implements policies and procedures, including standard operating procedures for assigned facilities. ➢ Evaluates employee performance, counsels employees, and effectively recommends initial disciplinary action; assists in selection and promotion. ➢ Determines and recommends equipment, materials, and staffing needs for assigned facilities, projects, and programs; assists in the annual budget preparation; prepares detailed cost estimates with appropriate justifications, as required. ➢ Monitors, plans, and lays out maintenance work projects for assigned facilities; monitors and controls supplies and equipment; orders supplies and materials as necessary; prepares documents for equipment procurement; assists in the bid process for maintenance and repair projects. 5-179 ➢ Develops, plans, supervises, implements, and evaluates multiple recreation programs, activities, and/or systems at one or multiple sites; establishes schedules and methods for providing community and recreation services. ➢ Acts as a representative to educational institutions, community groups, private businesses, and others regarding questions, problems, concerns, and activities in the provision of recreation program operations, activities, and services. ➢ Supervises and oversees the effectiveness of the recreation program operations, activities, facilities maintenance, and community events and recommends improvements or modifications. ➢ Develops, monitors, and tracks sponsorships and partner opportunities; develops sponsorship proposals; maintains contacts and negotiates with vendors. ➢ Assists with development of recreation contract administration and use agreements. ➢ Develops, maintains, and reviews staff, financial, and statistical reports related to grants, program participation and analysis, expenditures, and revenues. ➢ Coordinates first aid, cardiopulmonary resuscitation (CPR), water safety instruction (WSI), and other safety training and certification courses for Recreation Services and City staff. ➢ Assists in ensuring compliance with relevant health, safety, and licensing laws and guidelines; maintains and updates all records required by Federal, State, and local regulatory agencies. ➢ Supervises the preparation of and executes program publicity brochures, press releases, flyers, and forms. ➢ Provides administrative support to the department, such as conducting research, performing special projects, developing reports, or compiling statistics. ➢ Establishes and updates emergency operations manual and care and shelter logistics. ➢ May participate in interdepartmental/interagency planning sessions specific to critical issues. ➢ Attends meetings, workshops, and conferences as required; stays abreast of new trends and innovations in the field of recreation services; makes presentations and provides information regarding assigned program areas and facilities and the City's recreational services. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Principles and practices of employee supervision, including work planning, assignment, review, and evaluation, discipline, and the training of staff in work procedures. ➢ Principles and practices of recreation and community service program development and administration, including program implementation, review, and evaluation, budgeting, and purchasing. ➢ Principles, practices, and service delivery needs related to facility rentals, classes, and community events. ➢ Procedures for planning, implementing, and maintaining a variety of recreation and leisure activities and programs through community participation. ➢ Recreational, cultural, age-specific, and social needs of the community. ➢ Applicable Federal, State, and local laws, regulations, codes, and guidelines. ➢ Principles and practices of contract administration and evaluation. ➢ Principles and practices of public relations techniques. ➢ Principles and procedures of record keeping and report preparation. ➢ Modern office practices, methods, computer equipment and computer applications. ➢ English usage, spelling, vocabulary, grammar, and punctuation. 5-180 ➢ Techniques for effectively dealing with individuals of various ages, various socio-economic and ethnic groups, and effectively representing the City in contacts with the public. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors and City staff. Ability to: ➢ Assist in developing and implementing goals, objectives, practices, policies, procedures, and work standards. ➢ Supervise, train, plan, organize, schedule, assign, review, and evaluate the work of staff, contractors, and volunteers. ➢ Interpret, apply, explain, and ensure compliance with applicable Federal, State, and local policies, procedures, laws, and regulations. ➢ Understand, interpret, and successfully communicate both orally and in writing, pertinent department policies and procedures. ➢ Identify problems, research and analyze relevant information, develop and present recommendations and justification for solution. ➢ Develop, plan, coordinate, and implement a variety of recreational programs and facilities suited to the needs of the community. ➢ Prepare and monitor program budgets. ➢ Solicit and administer contracts. ➢ Prepare clear and concise reports, correspondence, and other written materials. ➢ Make accurate business arithmetic and statistical computations. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Education equivalent to graduation from an accredited four-year college or university with major coursework in recreation administration, child development, liberal studies, physical education, public administration, or a closely related field, and at least three (3) years of progressively responsible experience directing and supervising significant recreational programs and activities, including supervising staff and other administrative functions. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. ➢ Must obtain American Red Cross First Aid Certificate and CPR Certificate for infant, child, and adult within three (3) months of hire. PHYSICAL DEMANDS Must possess mobility to work in a standard office and/or recreational facility setting and use standard office and/or recreation equipment, including a computer, to operate a motor vehicle and to visit various City, recreation, and meeting sites; vision to read printed materials and a 5-181 computer screen; and hearing and speech to communicate in person and over the telephone. Finger dexterity is needed to access, enter and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification frequently bend, stoop, kneel, reach, climb, and walk on uneven surfaces to participate in recreational activities; and push and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push and pull materials and objects weighing up to 50 pounds. ENVIRONMENTAL ELEMENTS Employees primarily work in an office environment with moderate noise levels, controlled temperature conditions and no direct exposure to hazardous physical substances. Incumbents partially work in the filed and may be exposed to blood and body fluids rendering First Aid and CPR and are required to wear appropriate attire for the recreation activity to which they are assigned. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. WORKING CONDITIONS May be required to work a varied schedule of hours, which may include early mornings, evenings, weekends, and holidays, at a variety of City facilities. 5-182 RECREATION SUPERVISOR II DEFINITION DATE FLSA: EXEMPT Under general direction, plans, directs, administers, and manages the City's largest recreation program(s) and/or facility(ies); plans, directs, coordinates, and participates in various special projects and community events as assigned; provides highly responsible technical and professional staff assistance to the Deputy Director of Recreation and Parks; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general direction from the Deputy Director of Recreation and Parks. Exercises general supervision over assigned staff. CLASS CHARACTERISTICS This is the full supervisory -level class in the Recreation series responsible for program development, administrative activities, and the supervision of day-to-day operational functions of the largest and/or most complex program(s) within the Recreation Division. Incumbents are responsible for supervising and evaluating the work of full-time, part-time, contract, and temporary employees and volunteers. This class is distinguished from the Deputy Director of Recreation and Parks in that the latter has overall division, budgetary and administrative responsibility for the Recreation Division and serves as "second in command" to the Director of Recreation and Parks. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Plans, organizes, assigns, supervises, and reviews the work of staff in assigned recreation and community facilities, programs, services, and activities, including aquatics, youth and adult sports, contract activities, community events, youth programs, recreation centers and park facilities; administers the largest and/or most complex recreation and community programs and community events. ➢ Develops and implements goals, objectives, policies, and priorities for assigned services and programs; identifies resource needs; researches, recommends, and implements policies and procedures, including standard operating procedures for assigned facilities. ➢ Evaluates employee performance, counsels employees, and effectively recommends and carries out disciplinary action; assists in selection and promotion. ➢ Determines and recommends equipment, materials, and staffing needs for assigned facilities, projects, and programs; participates in the annual budget preparation; prepares detailed cost estimates with appropriate justifications, as required. ➢ Monitors, plans, and lays out maintenance work projects for assigned facilities; monitors and controls supplies and equipment; oversees the ordering of supplies and materials as necessary; prepares documents for equipment procurement; participates in the bid process for maintenance and repair projects. 5-183 ➢ Develops, plans, supervises, implements, and evaluates the largest and/or most complex recreation programs, activities, and/or systems at multiple sites; establishes schedules and methods for providing community and recreation services. ➢ Acts as a representative to educational institutions, community groups, private businesses, and others regarding questions, problems, concerns, and activities in the provision of recreation program operations, activities, and services. ➢ Recruits instructors including advertising and coordinating background checks. ➢ Manages the preparation of insurance certifications for facility users who purchase insurance through the City. ➢ Manages the department's program registration and facility rental software programs; trains staff on how to use software. ➢ Coordinates training for CPR, AED and First Aid certifications for departmental staff and maintains records. ➢ Conducts/coordinates safety inspections of playgrounds and identifies deficiencies; coordinates any playground repairs with the Public Works Department. ➢ Coordinates creation of the departmental newsletter including writing articles and proofing the publication. ➢ Supervises and oversees the effectiveness of the recreation program operations, activities, facilities maintenance, and community events and recommends improvements or modifications. ➢ Participates in the development of recreation contract administration and use agreements. ➢ Evaluates community recreation needs and interests; prepares community surveys; analyzes data and recommends new recreation programs or improvements to meet community needs. ➢ Ensures compliance with relevant health, safety, and licensing laws and guidelines; maintains and updates all records required by Federal, State, and local regulatory agencies. ➢ Supervises the preparation of and executes program publicity brochures, press releases, flyers, and forms. ➢ Provides administrative support to the department, such as conducting research, performing special projects, developing reports, or compiling statistics. ➢ Establishes and updates emergency operations manual and care and shelter logistics. ➢ May participate in interdepartmental/interagency planning sessions specific to critical issues. ➢ Attends meetings, workshops, and conferences as required; stays abreast of new trends and innovations in the field of recreation services; makes presentations and provides information regarding assigned program areas and facilities and the City's recreational services. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Principles and practices of employee supervision, including work planning, assignment, review, and evaluation, discipline, and the training of staff in work procedures. ➢ Principles and practices of recreation and community service program development and administration, including program implementation, review, and evaluation, budgeting, and purchasing. ➢ Principles, practices, and service delivery needs related to facility rentals, classes, and community events. ➢ Procedures for planning, implementing, and maintaining a variety of recreation and leisure activities and programs through community participation. ➢ Recreational, cultural, age-specific, and social needs of the community. 5-184 ➢ Applicable Federal, State, and local laws, regulations, codes, and guidelines. ➢ Principles and practices of contract administration and evaluation. ➢ Principles and practices of public relations techniques. ➢ Principles and procedures of record keeping and report preparation. ➢ Modern office practices, methods, computer equipment and computer applications. ➢ English usage, spelling, vocabulary, grammar, and punctuation. ➢ Techniques for effectively dealing with individuals of various ages, various socio-economic and ethnic groups, and effectively representing the City in contacts with the public. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors and City staff. Ability to: ➢ Assist in developing and implementing goals, objectives, practices, policies, procedures, and work standards. ➢ Supervise, train, plan, organize, schedule, assign, review, and evaluate the work of staff, contractors, and volunteers. ➢ Interpret, apply, explain, and ensure compliance with applicable Federal, State, and local policies, procedures, laws, and regulations. ➢ Understand, interpret, and successfully communicate both orally and in writing, pertinent department policies and procedures. ➢ Identify problems, research and analyze relevant information, develop and present recommendations and justification for solution. ➢ Develop, plan, coordinate, and implement a variety of recreational programs and facilities suited to the needs of the community. ➢ Prepare and monitor program budgets. ➢ Negotiate and administer contracts. ➢ Prepare clear and concise reports, correspondence, and other written materials. ➢ Make accurate business arithmetic and statistical computations. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Education and Experience: Education equivalent to a four-year degree from an accredited college or university with major coursework in recreation administration, child development, liberal studies, physical education, public administration, or a closely related field and at least five (5) years of progressively responsible experience directing and supervising significant recreational and/or neighborhood programs and activities, including two (2) years of experience supervising staff and other administrative functions. Licenses and Certifications: 5-185 ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. ➢ Must obtain American Red Cross First Aid Certificate and CPR Certificate for infant, child, and adult within three (3) months of hire. PHYSICAL DEMANDS Must possess mobility to work in a standard office and/or recreational facility setting and use standard office and/or recreation equipment, including a computer, to operate a motor vehicle and to visit various City, recreation, and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. Finger dexterity is needed to access, enter and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification frequently bend, stoop, kneel, reach, climb, and walk on uneven surfaces to participate in recreational activities; and push and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push and pull materials and objects weighing up to 50 pounds. ENVIRONMENTAL ELEMENTS Employees primarily work in an office environment with moderate noise levels, controlled temperature conditions and no direct exposure to hazardous physical substances. Incumbents partially work in the filed and may be exposed to blood and body fluids rendering First Aid and CPR and are required to wear appropriate attire for the recreation activity to which they are assigned. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. WORKING CONDITIONS May be required to work a varied schedule of hours, which may include early mornings, evenings, weekends, and holidays, at a variety of City facilities. 5-186 SENIOR ADMINISTRATIVE ANALYST DEFINITION DATE FLSA: EXEMPT Under general direction, plans, oversees, and provides highly complex administrative, budgetary, grant, program, project, and/or work -flow support to assigned department and/or division; plans, organizes, and oversees the work efforts of a small administrative support unit; analyzes departmental practices and procedures and makes recommendations for organizational, operational, policy, and procedural improvements; conducts needs analyses, feasibility studies, and program evaluation for assigned projects and programs; develops, summarizes, and maintains administrative and fiscal records; fosters cooperative working relationships among City departments and acts as liaison with various community, public, and regulatory agencies; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general direction from assigned management personnel. May exercise direct and general supervision over assigned professional, technical, and office support staff. CLASS CHARACTERISTICS This is the advanced journey -level class in the administrative analyst series. Incumbents plan, develop, and implement policies and procedures for an assigned division/department, including multi -divisional and/or departmental budget preparation, contract administration, management analysis, and program evaluation. Incumbents facilitate and support the work of departmental management staff by organizing and overseeing day-to-day administrative support activities and by providing a professional -level resource for organizational, managerial, and operational analyses and studies. Responsibilities include performing diverse, specialized, and complex work involving significant accountability and decision-making responsibility, and may involve frequent contact with the public. This class is distinguished from the department manager classifications in that the latter have full management and supervisory authority in planning, organizing, and directing the full scope of operations within the department. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the rights to add, modify, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Assists in developing goals, objectives, policies, procedures, work standards, and administrative control systems. ➢ Coordinates, oversees, and performs professional -level administrative work in such areas as budget development, financial administration and reporting, grants, purchasing, database management, contract administration, management analysis, public information, and/or program evaluation. ➢ Participates in and oversees the development and administration of multi -divisional and departmental budgets; monitors revenues and expenditures; identifies and recommends resolutions for budgetary problems. 5-187 ➢ Plans, designs, develops, organizes, oversees, and administers multiple highly complex department -specific programs and projects; develops and manages program budgets, including revenue projections, multi-year cash flow analysis, cost containment, and grant funds disbursement; directs all aspects of assigned programs, including legal and regulatory compliance to avoid substantial fines; receives, reviews, and organizes program applications; ensures that awards stay within funding limits; participates on various committees and may present committee recommendations to the City Council; sends award letters to program applicants; represents the City to applicants. ➢ Assists with planning, organizing and management of departmental programs, activities division operations and special events. Develops, revises, analyzes and implements departmental policies, procedures, goals, objectives and operational logistics as related to the principles and practices of the individual department's key functions. ➢ Serves as a liaison to employees, public, and private organizations, community groups, and other organizations; provides information and assistance to the public regarding the assigned programs and services; receives and responds to complaints and questions relating to assigned area of responsibility; reviews problems and recommends corrective actions. ➢ Meets, as assigned, with film permit professionals (i.e. location managers, producers, directors, etc.) about use of City properties or facilities, consults with city departments and/or other agencies regarding film permit applications and issues film permits. ➢ Analyzes available properties for suitability for City acquisition, formulates recommendations to acquire properties and coordinates with City and County departments to complete acquisition processes. ➢ Manages and/or participates in the City's Emergency Preparedness Committee and annual work plan projects; updates and maintains the City's Emergency Operations Plan and coordinates and participates in program development and emergency preparedness training. ➢ Administers and oversees a variety of contracts and programs including maintenance, solid waste, recycling programs, Capital Improvement Plan (CIP), Community Development Block Grant (CDBG), etc. ➢ Develops and implements new or revised programs, systems, procedures, and methods of operation; compiles and analyzes data, and makes recommendations regarding staffing, equipment, and facility needs. ➢ Conducts a variety of analytical and operational studies and surveys regarding departmental and programmatic activities, including complex financial, budget, personnel, operational, or administrative issues or questions; evaluates alternatives, makes recommendations, and assists with the implementation of procedural, administrative, and/or operational changes after approval; prepares comprehensive technical records and reports, identifies alternatives, and makes and justifies recommendations. ➢ Participates in the development and reporting of alternate funding sources and ensures compliance with Federal, State, City, funding agency, City accounting and reporting requirements, and applicable laws, regulations, and professional accounting practices. ➢ Prepares and submits City Council agenda reports and various other commission, committee, and staff reports, resolutions, ordinances, and correspondence regarding assigned activities. ➢ Confers with other management staff regarding provision of administrative and support services, including contracts, agreements, and grant reporting. ➢ May participate in the development of public bids and RFP agreements, in establishing new contracts and creating new procedures and guidelines to existing contracts that need improvement or that are up for potential renewal; develops and administers complex contracts including maintenance, goods, or service contracts and agreements; monitors contract expenditures and identifies budget transfers as needed. ➢ May manage specialized department databases; meets with supervisory, management, and department staff to identify system needs; oversees department's performance monitoring and reporting, including department work plans; plans and forecasts workload and routinely assesses progress against established work plans. ➢ Maintains accurate records and files; develops storage of records and retention schedules. ➢ Assists with, coordinates, and organizes community events; represents City to residents in explaining City policies; provides outreach and public education programs to the community as needed. ➢ Participates on a variety of interdisciplinary committees and commissions and represents the City to a variety of community and stakeholder groups. ➢ May participate in selecting, motivating, and evaluating of assigned staff; provides or coordinates staff training; may work with employees on performance issues in coordination with Human Resources. ➢ May direct the work activities of assigned clerical and technical personnel; prioritizes and coordinates work assignments; reviews work for accuracy; recommends improvements in workflow, procedures, and use of equipment and forms. ➢ Communicates orally, in writing, or through graphic representations and statistical summaries with colleagues, managers, employees, the public, organized employee groups, and representatives of various organizations. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Principles and practices of municipal management and government. ➢ Principles, practices, and procedures of funding sources and grant funds disbursement, depending on assignment. ➢ Project and/or program management, analytical processes, and report preparation techniques; municipal programs such as, but not limited to, finance, budgeting, purchasing, and other governmental programs related to the department/division to which assigned. ➢ Organizational and management practices as applied to the analysis, evaluation, development, and implementation of programs, policies, and procedures. ➢ Principles and practices of employee supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures. ➢ Research and reporting methods, techniques, and procedures. ➢ Sources of information related to a broad range of municipal programs, services, and administration. ➢ Applicable Federal, State, and local laws, codes, and regulations. ➢ Public relations techniques. ➢ Principles and practices of public agency budget development and administration and sound financial management policies and procedures. ➢ Principles and practices of contract administration and evaluation. ➢ Recent and on-going developments, current literature, and sources of information related to the operations of the assigned department/division. ➢ Record keeping principles and procedures. ➢ Modern office practices, methods, and computer equipment and applications related to the work. ➢ English usage, grammar, spelling, vocabulary, and punctuation. 5-189 ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: ➢ Assist in the development of goals, objectives, policies, procedures, and work standards for the department. ➢ Coordinate and oversee programmatic administrative, budgeting, and fiscal reporting activities. ➢ Perform responsible and difficult administrative work involving the use of independent judgment and personal initiative. ➢ Plan and conduct effective management, administrative, and operational studies. ➢ Plan, organize, and carry out assignments from management staff with minimal direction. ➢ Conduct research on a wide variety of administrative topics including grant funding, contract feasibility, budget and staffing proposals, and operational alternatives. ➢ Analyze, interpret, summarize, and present administrative and technical information and data in an effective manner. ➢ Evaluate and develop improvements in operations, procedures, policies, or methods. ➢ Research, analyze, and evaluate new service delivery methods, procedures, and techniques. ➢ Prepare clear and concise reports, correspondence, policies, procedures, and other written materials. ➢ Interpret, apply, explain, and ensure compliance with applicable Federal, State, and local policies, procedures, laws, and regulations. ➢ Effectively represent the department and the City in meetings with governmental agencies, community groups, and various businesses, professional, and regulatory organizations, and in meetings with individuals. ➢ Establish and maintain a variety of filing, record keeping, and tracking systems. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate and maintain modern office equipment, including computer equipment and specialized software applications programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy and legal guidelines in politically sensitive situations. ➢ Establish and maintain effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to graduation from an accredited four-year college or university with major coursework in business or public administration, economics, accounting, finance, recreation or a related field and at least five (5) years of professional -level budgetary, programmatic, recreation, special projects, or related administrative support experience. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. 5-190 PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. This is primarily a sedentary office classification although standing in work areas and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard, typewriter keyboard, or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-191 SENIOR CIVIL ENGINEER DEFINITION DATE FLSA: EXEMPT Under general direction, plans, schedules, assigns, and reviews the work of professional engineering staff within the Public Works Department and consultants; serves as project manager for complex professional engineering activities including compliance, design, construction, land development engineering, traffic engineering, and other programs; ensures that functions meet all applicable laws, regulations, and City policies related to the City's Capital Improvement Program (CIP), traffic and transportation, parks and trails; provides complex staff assistance to departmental management staff in areas of expertise; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general direction from assigned management staff. Exercises general and direct supervision over assigned staff. CLASS CHARACTERISTICS This is the full supervisory -level class in the professional engineering series. Incumbents are responsible for planning, organizing, supervising, reviewing, and evaluating the work of professional engineering staff as well as providing professional -level support to assigned management staff in a variety of areas of expertise. Performance of the work requires the use of considerable independence, initiative, and discretion within established guidelines. This class is distinguished from the Principal Civil Engineer in that the latter has overall responsibility for all capital improvement project development, operations, and maintenance functions for the City's streets, storm drains, sanitary systems, and fleets and facilities, as well as implementing and interpreting public policy. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Plans, organizes, assigns, supervises, and reviews the work of professional engineering staff in the Public Works Department; trains staff in work procedures; evaluates employee performance, counsels employees, and effectively recommends initial disciplinary action; assists in selection and promotion. ➢ Monitors activities of the work unit; recommends improvements and modifications and prepares various reports on activities and projects; recommends and assists in the implementation of goals and objectives; implements policies and procedures. ➢ Determines and recommends staffing needs for assigned activities and projects; participates in the annual budget preparation; prepares detailed cost estimates with appropriate justifications; maintains a variety of records and prepares routine reports of work performance. ➢ Oversees the development of consultant "Requests for Proposals" for professional and/or construction services and the advertising and bid processes; evaluates proposals and recommends project award; negotiates and administers contracts after award; ensures 5-192 contractor compliance with City standards and specifications, time and budget estimates; analyzes and resolves complex problems that may arise; recommends and approves field changes as required. ➢ Plans and coordinates traffic engineering and transportation planning activities. ➢ Manages traffic, transportation and public works projects and contracts. ➢ Oversees and assists the contracted traffic engineering function; coordinates and/or assists in the investigation and responses to traffic -related complaints and concerns. ➢ Conducts CIP planning activities; provides oversight and input into conceptual designs of engineering projects; investigates and resolves problems with scope of work or cost issues of major facility upgrade and replacement projects; ensures that projects are completed on time and within budget. ➢ Reviews and updates the City's master drainage plan; makes recommendations to ensure adequate drainage. ➢ Reviews and evaluates flood plain management plans and reports findings; maintains related records. ➢ Analyzes civil engineering plan design, specifications, consultant and staff comments in accordance with design requirements and municipal and intergovernmental standards and regulations; recommends approval or additional engineering conditions and changes. ➢ Meets and confers with contractors, engineers, developers, architects, a variety of outside agencies, and the general public in acquiring information and coordinating engineering matters; provides information regarding City development requirements. ➢ Responds to and resolves various issues with residents, other department representatives, and outside agencies in a professional manner; identifies and reports findings and takes necessary corrective action. ➢ Serves as a liaison for the assigned functional area(s), programs, and projects, with other City departments, divisions, and outside agencies; attends meetings, as necessary; participates on a variety of boards, committees, and task forces; attends and participates in professional groups and committees; stays abreast of new trends and innovations in civil engineering. ➢ Conducts a variety of organizational studies, investigations, and operational studies; assists in developing policies and procedures such as procedure guidelines, design standards, and standard plans and specifications while ensuring that operation and maintenance, financial, regulatory and legal requirements are met. ➢ Develops and reviews staff reports related to engineering activities and services; may present information to the City Council and various commissions, committees and boards; performs a variety of public relations and outreach work related to assigned activities. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Principles and practices of employee supervision, including work planning, assignment, review and evaluation, discipline, and the training of staff in work procedures. ➢ Basic principles and practices of budget development, administration, and accountability. ➢ Principles and practices of civil engineering as applied to the planning, design, traffic, cost estimating, construction, installation, and inspection of a wide variety of municipal facilities, miscellaneous buildings and structures, and traffic and transportation systems. ➢ Civil and transportation engineering principles, concepts, standards, and practices associated with public works programs and private development projects. ➢ Principles and practices of environmental impact assessment and related regulatory processes. 5-193 ➢ Methods, materials and techniques used in the construction of public works projects. ➢ Contract management practices in a public agency setting. ➢ Applicable Federal, State, and local laws, codes, regulations, and procedures, including Subdivision Map Act and subdivision agreements and conveyances. ➢ Practices of researching engineering and design issues, evaluating alternatives, making sound recommendations and preparing and presenting effective staff reports. ➢ Recent and on-going developments, current literature, and sources of information related to the operations of the assigned functional area. ➢ Safety principles and practices. ➢ Record keeping principles and procedures. ➢ Modern office practices, methods, and computer equipment and applications related to the work. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups and various business, professional, educational, regulatory and legislative organizations. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors and City staff. Ability to: ➢ Assist in developing and implementing goals, objectives, practices, policies, procedures, and work standards. ➢ Supervise, train, plan, organize, schedule, assign, review, and evaluate the work of staff. ➢ Conduct complex civil engineering research projects, evaluate alternatives, make sound recommendations and prepare effective technical reports. ➢ Analyze and interpret engineering plans and specifications in accordance with design requirements and applicable standards and regulations. ➢ Manage and monitor complex projects, on-time and within budget. ➢ Research, analyze, and evaluate new service delivery methods, procedures, and techniques. ➢ Prepare clear and concise reports, correspondence, policies, procedures and other written materials. ➢ Analyze, interpret, summarize and present administrative and technical information and data in an effective manner. ➢ Interpret, apply, explain, and ensure compliance with Federal, State, and local policies, procedures, laws, and regulations, technical written material, and City engineering policies and procedures. ➢ Conduct complex research projects, evaluate alternatives, make sound recommendations and prepare effective technical staff reports. ➢ Effectively represent the department and the City in meetings with governmental agencies, community groups and various businesses, professional, and regulatory organizations and in meetings with individuals. ➢ Establish and maintain a variety of filing, record-keeping, and tracking systems. ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities and meet critical time deadlines. ➢ Operate modern office equipment including computer equipment and specialized software applications programs. ➢ Use English effectively to communicate in person, over the telephone and in writing. ➢ Use tact, initiative, prudence and independent judgment within general policy, procedural and legal guidelines. 5-194 ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to graduation from an accredited four-year college or university with major coursework in civil engineering or a related engineering field and five (5) years of responsible experience in civil engineering and/or traffic engineering. Supervisory experience is desirable. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. ➢ Possess and maintain a valid certificate or registration as a Professional Civil Engineer (and, when applicable, Professional Traffic Engineer) in the State of California. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer, to inspect City development sites, including traversing uneven terrain, climbing ladders, stairs, and other temporary or construction access points, to operate a motor vehicle, and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing in work areas and walking between work areas may be required. Finger dexterity is needed to access, enter and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may work in the field and occasionally be exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, mechanical and/or electrical hazards, and hazardous physical substances and fumes. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-195 SENIOR PLANNER DEFINITION DATE FLSA: EXEMPT Under general supervision, administers advanced and complex current and advance planning, and view restoration activities, including serving as project manager for complex development applications and special projects; administers specified activities in such areas as zoning, advance planning, and environmental impact studies, and compliance; provides technical and functional direction to lower -level staff; provides information and assistance to property owners, developers, contractors, consultants, other public agencies, and the public; provides complex professional assistance to the Community Development Director, Deputy Community Development Director, City Council, Planning Commission, and others in areas of expertise; oversees, reviews and performs a variety of studies and prepares and presents staff reports; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general supervision from the Deputy Community Development Director or designee. Exercises general and direct supervision over professional, technical and administrative staff. CLASS CHARACTERISTICS This is the advanced journey -level class in the professional planning series with responsibilities spanning the entire spectrum of the planning function, with a primary emphasis on current and advance planning, view restoration and environmental impact, protection, and compliance issues. Successful performance of the work requires a broad professional background as well as skill in coordinating assigned work with that of other City departments and public agencies. Responsibilities may include assisting with performing specified departmental day-to-day administrative functions. This class is distinguished from the Deputy Community Development Director in that the latter provides supervisory review to several divisions in addition to handling the more complex and sensitive planning projects. It further differs from Community Development Director in that the latter has overall responsibility for all planning functions and for developing, implementing, and interpreting public policy. EXAMPLES OF ESSENTIAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Serves as project manager for multiple complex current and/or long-range planning projects, view restoration rights and special planning studies, including in-depth application and plan review, coordination with applicants and other agencies to obtain additional information and project changes, preparing legal notices, background research, preparing staff reports, attending public hearings and making presentations, monitoring implementation measures and conditions of approval, checking submittals for building plan check, and inspecting development sites at the beginning and upon completion of the project; reviews project applications and plans submitted for Planning Commission and City Council considerations at public hearings. 5-196 ➢ Interprets, monitors and applies Federal, State, and local laws, rules, and regulations to ensure that public and private projects are in compliance, including the California Environmental Quality Act (CEQA), Subdivision Map Act, Public Resource Code, City of Rancho Palos Verdes General Plan, Specific Plans, Design Specifications, and Local Guidelines and procedures. ➢ Interacts and communicates with a variety of individuals and groups at the public service counter, in the field, over the telephone, at public hearings, and in discussion forums, including other City departments and public agencies, elected and appointed City officials, developers, consultants, architects, engineers, attorneys, appraisers, real estate agents, property owners, and the general public to exchange information, coordinate activities, process projects, negotiate plan changes, and formulate recommendations. ➢ Conducts site and policy background research to obtain information for the preparation of staff reports, correspondence, memoranda, policy and procedure documents, and presentations to a variety of audiences; reads, interprets, analyzes, and explains a wide variety of technical documents, studies, and practices related to traffic, noise, plant and animal, archaeological, paleontological, and cultural resources, landside areas, water quality, air quality, and legislation that may impact the City's planning projects. ➢ Prepares and releases requests for proposals for consultant services; establishes selection criteria; evaluates proposals; recommends needed contract management provisions and controls; manages and oversees consultants' work products to ensure adherence to City standards and legal provisions; ensures deliverables are submitted on time and within budget and progress and payment requests are consistent with City policy and contract provisions. ➢ Coordinates and conducts site visits to assess privacy complaints and view impairments and to assess tree health conditions; coordinates and participates in mediation meetings/ consultations with affected parties. ➢ Coordinates project reviews by other City departments and outside agencies. ➢ Evaluates the conclusions of initial studies, mitigated negative declarations, environmental impact reports, to formulate recommendations on projects; monitors project compliance with environmental document mitigation measures and conditions of approval. ➢ Conducts and supervises planning studies in the community; gathers data for implementing or evaluating current and advance planning projects; makes recommendations. ➢ Participates in General Plan amendments and updates; makes recommendations regarding policy development; observes, identifies, and responds to policy and procedure -related questions and concerns; communicates deficiencies to management; participates in creating new policies and procedures. ➢ Provides staff support to, participates in professional groups and committees; provides technical and professional support to management staff and other City departments and the public; advises other departments on planning and/or environmental review requirements, budgets, and timelines to facilitate adequate project planning. ➢ Assists in the development and administration of goals, objectives, policies, and procedures related to the division; drafts formalized policies and procedures with supervisory confirmation. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Modern principles and practices, technical and legal issues of urban and regional planning, zoning, urban economics, demographics, and environmental planning and program management. 5-197 ➢ Geographic, socio-economic, transportation, political, environmental, and other elements related to city planning. ➢ Comprehensive plans and current planning processes and the development process. ➢ Site planning and architectural design principles. ➢ General concepts of architecture, landscaping, grading, drainage, traffic and transportation engineering as they relate to the process of city planning. ➢ Operational characteristics, services, and activities of a comprehensive environmental planning program. ➢ Applicable Federal, State, and local laws, codes, and requirements and related reports. ➢ Project management and contract administration principles and techniques. ➢ Research and reporting methods, techniques, and procedures. ➢ Recent developments, current literature, and sources of information related to planning, zoning, and environmental review. ➢ Modern office methods, practices, procedures, and equipment, including computer hardware and software necessary for graphic presentation, mapping, and database management. ➢ Practices of researching planning and land use issues, evaluating alternatives, making sound recommendations, and preparing and presenting effective staff reports. ➢ Methods and techniques of effective technical report preparation and presentation. ➢ English usage, grammar, spelling, vocabulary, and punctuation. ➢ Techniques for effectively representing the City in contacts with governmental agencies, community groups, various business, professional, educational and regulatory organizations, and with property owners, developers, contractors, and the public. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, other public agencies and City staff. Ability to: ➢ Interpret and explain planning and zoning programs to the general public; identify and respond to issues and concerns of the public, City Council, and other boards and commissions. ➢ Read plans and specifications and make effective site visits. ➢ Assess, monitor, and report environmental impact on and of various City programs and services. ➢ Analyze site design, terrain constraints, land use compatibility, utilities, and other urban services. ➢ Mediate disputes related to planning and/or view restoration concerns. ➢ Conduct complex research projects, evaluate alternatives, and make sound recommendations. ➢ Read, interpret, apply, and explain technical written material and complex Federal, State, and local policies, procedures, laws, regulations, ordinances, and City planning policies and procedures. ➢ Read and understand technical drawings and specifications. ➢ Perform mathematical and planning computations with precision. ➢ Effectively represent the department and the City in meetings with governmental agencies, community groups, and various business, professional, and regulatory organizations and individuals. ➢ Coordinate assigned activities with other City departments and agencies as required. ➢ Direct, monitor and manage the work of contract consultants. ➢ Prepare and present clear, concise, and logical written and oral reports, correspondence, policies, procedures, and other written materials. ➢ Establish and maintain a variety of filing, record-keeping, and tracking systems. ➢ Make sound, independent decisions within established policy and procedural guidelines. 5-198 ➢ Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. ➢ Operate modern office equipment including computer equipment and specialized software applications programs. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish and maintain effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to graduation from an accredited four-year college or university with major coursework in urban planning, community development, geography, business or public administration, or a related field and five (5) years of professional experience in planning, zoning and related community development activities. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. ➢ Certification by the American Institute of Certified Planners (AICP) desirable. PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer, to inspect City development sites, including traversing uneven terrain, climbing ladders, stairs, and other temporary or construction access points; to operate a motor vehicle, and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person, before groups, and over the telephone. This is primarily a sedentary office classification although standing in work areas and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push and pull materials and objects weighing up to 25 pounds. ENVIRONMENTAL ELEMENTS Employees work in an office environment with moderate noise levels and no direct exposure to hazardous physical substances. Employees may work in the field and occasionally be exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, mechanical and/or electrical hazards, and hazardous physical substances and fumes. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. 5-199 DATE FLSA: NON-EXEMPT SENIOR PUBLIC WORKS MAINTENANCE WORKER DEFINITION Under general supervision, leads, trains, oversees, and participates in the more complex and difficult work of a crew responsible for providing construction, maintenance, and repair to assigned City infrastructure, including City buildings and facilities, streets, sidewalks, traffic signage and striping, graffiti abatement, storm drains, and sanitary sewers; sets priorities and directs the work of assigned staff on a project or day-to-day basis; performs routine to complex maintenance and repair work in an assigned area; provides technical and specialized assistance to the assigned management and supervisory staff; and performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general supervision from the Public Works Superintendent. Exercises technical and functional direction over and provides training to lower -level staff. CLASS CHARACTERISTICS This is the advanced journey -level in the public works maintenance class series that performs the most complex duties required to ensure that City infrastructure, systems, and facilities are maintained in a safe and effective working condition and provide the highest level of safety for public use. Responsibilities include inspecting and attending to areas of assignment in a timely manner, and performing a wide variety of tasks in the maintenance and repair of assigned infrastructure, facilities, systems, and appurtenances. This class is distinguished from the Public Works Superintendent in that the latter is the full supervisory -level class in the series responsible for organizing, assigning, supervising and reviewing the work of assigned staff involved in maintenance operations. EXAMPLES OF TYPICAL JOB FUNCTIONS (Illustrative Only) Management reserves the right to add, modify, change or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. ➢ Provides technical and functional supervision to assigned public works maintenance staff; reviews and controls quality of work; participates in performing routine to complex and specialized maintenance and repair work on assigned City public works infrastructure. ➢ Plans, schedules, prioritizes, and assigns maintenance and repair work in consultation with the Public Works Superintendent; communicates status of repairs to appropriate personnel, working cooperatively to schedule repairs in accordance with established and special operational priorities; instructs staff in work procedures. ➢ Trains employees in work methods, use of tools and equipment, and relevant safety precautions. ➢ Inspects assigned City infrastructure, facilities, systems, and appurtenances for maintenance needs and recommends appropriate actions; assists in developing work plans, procedures, and schedules. 5-200 ➢ Estimates costs of construction and maintenance work, supplies, equipment, and materials; orders supplies and equipment for work projects; maintains records of purchase orders; assists in developing budget figures for the division; monitors expenditures. ➢ Inspects and evaluates work in progress and upon completion to ensure that repairs, maintenance, and project activities are performed in accordance with City standards and specifications. ➢ Performs a wide variety of maintenance, repair, and installation work in the City infrastructure, systems, and facilities to which assigned, including buildings and facilities, parks, landscaping, streets, sidewalks, curbs and gutters, roadway base and sub -base, guard rails, asphalt pavement, crack seal application, concrete repair, traffic and street sign installation, repair, and reflectivity, pavement markings, and/or sewer, stormwater and drainage systems and facilities. ➢ Assists in coordinating, overseeing and personally participating in all assigned maintenance programs. ➢ Participates with Safety Task Force and in general safety meetings. ➢ Performs skilled operation of specialized construction and maintenance, light to heavy vehicles and equipment. ➢ Performs security inspections to ensure structures and facilities are appropriately closed/locked. ➢ Observes safe work methods and makes appropriate use of related safety equipment as required; may participate and assist in coordinating safety training. ➢ Responds to requests and complaints from the public and answers questions or refers to supervisor, as necessary. ➢ Performs minor adjustments on service equipment; maintains tools and equipment in working order. ➢ Stays current on the status of new and pending regulations; attends continuing education courses and seminars as required. ➢ Maintains accurate records and logs of daily activities, using appropriate computer software applications. ➢ Responds to and performs emergency repairs and other emergency services as necessary. ➢ Performs other duties as assigned. QUALIFICATIONS Knowledge of: ➢ Basic principles of supervision and training. ➢ Public works maintenance principles, practices, tools, and materials for maintaining and repairing assigned City infrastructure, systems, and facilities. ➢ Applicable federal, state, and local laws, ordinances, regulations, and guidelines. ➢ The operation and minor maintenance of a variety of hand and power tools, vehicles, and power equipment. ➢ Safety equipment and practices related to the work, including the handling of hazardous chemicals. ➢ Traffic control procedures and traffic sign regulations. ➢ Basic mathematics. ➢ Safe driving rules and practices. ➢ Modern office practices, methods, computer equipment and computer applications. ➢ English usage, spelling, vocabulary, grammar, and punctuation. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors and City staff. 5-201 Ability to: ➢ Plan, schedule, assign, and oversee activities of public works maintenance and repair personnel and contractors. ➢ Inspect the work of others and maintain established quality control standards. ➢ Train others in proper and safe work procedures. ➢ Identify and implement effective course of action to complete assigned work. ➢ Oversee and participate in maintenance and related projects in the assigned functional area(s). ➢ Perform construction, modification, maintenance, and repair work on assigned municipal infrastructure, facilities, systems, and/or appurtenances. ➢ Operate specialized construction and maintenance, light to heavy vehicles and equipment. ➢ Set up and operate traffic area construction zones, including cones, barricades, and flagging. ➢ Troubleshoot maintenance problems and determine materials and supplies required for repair. ➢ Read and interpret construction drawings, blueprints, maps, and specifications. ➢ Safely and effectively use and operate hand tools, mechanical equipment, power tools, and equipment required for the work; perform routine equipment maintenance. ➢ Maintain accurate logs, records, and basic written records of work performed. ➢ Operate computers and job related applications including processing electronic work orders. ➢ Follow department policies and procedures related to assigned duties. ➢ Give, as well as understand and follow oral and written instructions. ➢ Make accurate arithmetic calculations. ➢ Organize own work, set priorities, and meet critical time deadlines. ➢ Use English effectively to communicate in person, over the telephone, and in writing. ➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines. ➢ Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills and abilities is qualifying. A typical way to obtain the required qualifications would be: Equivalent to the completion of the twelfth (12th) grade and three (3) years of experience in construction, maintenance, facilities maintenance, and/or repair of streets and roadways, storm water and drainage, sanitation systems, traffic signs, and/or related facilities, systems, and appurtenances; and one (1) year in a supervisory or lead capacity. Licenses and Certifications: ➢ Possession of, or ability to obtain, a valid California Driver's License by time of appointment. PHYSICAL DEMANDS Must possess mobility to work in the field; strength, stamina, and mobility to perform medium to heavy physical work, to work in confined spaces and around machines, to climb and descend ladders, to operate varied hand and power tools and construction equipment, and to operate a motor vehicle and visit various City sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone or radio. The job involves fieldwork requiring frequent walking in operational areas to identify problems or 5-202 hazards. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate above-mentioned tools and equipment. Positions in this classification bend, stoop, kneel, reach, and climb to perform work and inspect work sites. Employees must possess the ability to lift, carry, push and pull materials and objects weighing up to 100 pounds, or heavier weights with the use of proper equipment. ENVIRONMENTAL ELEMENTS Employees work in the field and are exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards, vibration, confining workspace, chemicals, mechanical and/or electrical hazards, and hazardous physical substances and fumes. Employees may interact with challenging staff and/or public and private representatives and contractors in interpreting and enforcing departmental policies and procedures. WORKING CONDITIONS May be required to be on-call and to work various shifts or emergencies on evenings, weekends, and holidays. 5-203 KIG Final Report of the Classification and Compensation Study City of Rancho Palos Verdes Volume II — Compensation March 2015 Koff & Associates Georg Krammer Chief Executive Officer 6400 Hollis Street, Suite 5 Emeryville, CA 94608 www.koffassociates.com E: gkrammer@koffassociates.com P: 510.658.5633 T: 800.514.5195 F: 510.652.5633 TABLE OF CONTENTS Page Background...........................................................................................1 StudyProcess.......................................................................................1 Market Compensation Findings.............................................................7 Internal Salary Relationships...............................................................13 Using the Market Data as a Tool.........................................................14 Appendix I — Results Summary Appendix II — Market Base Salary, Benefit, and Total Compensation Findings Appendix III —Additional Benefits BACKGROUND As noted in Volume I, in July of 2014, the City of Rancho Palos Verdes (City) contracted with Koff & Associates to conduct a comprehensive classification and compensation study for all classifications. All classification findings are found in Volume I; compensation findings, are contained in this Volume II. This compensation review process was precipitated by: ➢ The concern of the City Council, management, and the employee groups that employees should be recognized for the level and scope of work performed and that they are paid on a fair and competitive basis that allows the City to recruit and retain a high-quality staff; ➢ The desire to have a classification and compensation plan that can meet the needs of the City; and ➢ The desire to ensure that internal relationships of salaries are based upon objective, non - quantitative evaluation factors, resulting in equity across the City. STUDY PROCESS Benchmarking Classifications The study included fifty-two (52) classifications (including the City Manager and new classifications developed during the classification study) and of those, twenty-nine (29) classifications were selected in order to collect compensation data within the defined labor market. Survey classes that had the most consistent and useful survey data were used as "benchmarks" in building the compensation plan. Benchmark classes are those classes that are tied directly to market salary data during the salary setting process. These classes are used as a means of anchoring the City's overall compensation plan to the market. Other job classifications not surveyed would be aligned on the proposed compensation plan using internal equity principals. Survey or benchmark classifications included classes that are reasonably well known, and clearly and concisely described. They are commonly used classes such that other like classes may readily be found in other agencies in order to ensure that sufficient compensation data will be compiled. These survey classifications included: Accountant Clerk Executive Assistant Accountant Human Resources Analyst Administrative Analyst II Human Resources and Risk Manager Administrative Assistant Information Technology Manager Associate Planner Office Technician II Building Inspector II Permit Technician Building Official I Planning Technician 5-206 City Clerk Principal Engineer City Manager Principal Planner Civil Engineer Public Works Maintenance Superintendent Code Enforcement Officer Public Works Maintenance Worker II Director of Community Development Recreation Leader II Director of Finance Recreation Program Supervisor II Director of Public Works I Senior Planner Director of Recreation and Parks When we contact the comparator agencies to identify possible matches for each of the benchmarked classifications, there is an assumption that we will not be able to find comparators that are 100% equivalent to the classifications at the City. Therefore, we do not match based upon job titles, which can often be misleading, but we analyze each class description before we consider it as a comparator. Our methodology is to analyze each class description according to the factors listed on page 6 and we require that a position's "likeness" be at approximately 70% of the matched position to be included. When we do not find an appropriate match with one class, we often use "brackets" which can be functional or represent a span in scope of responsibility. A functional bracket means that the job of one classification at the City is performed by two classifications at a comparator agency. A "bracket" representing a span in scope means that the comparator agency has one class that is "bigger" in scope and responsibility and one position that is "smaller," where the City's class falls in the middle. In all, of the twenty-nine (29) benchmarked classifications identified, we were able to collect sufficient data from the comparator agencies for twenty-seven (27) benchmark classifications. We consider fewer the four comparison matches to be insufficient for analysis because fewer matches make variations in salaries more significant and results may not accurately reflect the market. Two (2) benchmarked classifications had fewer than four comparison matches: the Principal Engineer and Principal Planner. Benchmarking Comparator Agencies The second, most important step in conducting a market salary study is the determination of appropriate agencies for comparison. In considering the selection of valid agencies for salary comparator purposes, a number of factors should be taken into consideration: 1. Organizational type and structure — We generally recommend that agencies of a similar size, providing similar services to that of the City be used as comparators. The comparators chosen were comprised of ten (10) cities. 2. Similarity of population, staff, and operational budgets — These elements provide guidelines in relation to resources required (staff and funding) and available for the provision of services. 5-207 3. Scope of services provided and geographic location — Organizations providing the same services are ideal for comparators and most comparator agencies surveyed provide similar services to the City of Rancho Palos Verdes. One significant factor we analyzed representing scope of services was whether the comparator cities were contract cities or not, contracting out services such as fire, police, water and wastewater, library, and transportation services. Six (6) of the comparator cities selected contract out all of these services; the other four (4) comparators contract out at least one or more of these services. When it comes to management and executive classifications, the types of services provided by an agency become less important, as each agency still needs administrative, financial, and program -related leadership classifications. At the management level, differences in size and scope of services are more critical when considering comparators, as explained above. 4. Labor market — In the reality that is today's labor market, many agencies are in competition for the same pool of qualified employees. No longer do individuals necessarily live in the communities they serve. As mentioned above, the geographic labor market area, where the City of Rancho Palos Verdes may be recruiting from or losing employees to, was taken into consideration when selecting comparator organizations. Furthermore, by selecting employers within a geographic proximity to the City, the resulting labor market data generally reflects the region's cost of living, housing costs, growth rate, and other demographic characteristics to the same extent as competing employers to the City. 5. Compensation Philosophy — Does the organization regularly conduct a market survey, and, once completed, how is this information applied? Many agencies pay to the median, some pay to the average, others may pay to a higher percentile. In addition, salary ranges may be set strictly upon market base salary values or may include the total value of salary and benefits when developing a compensation policy. All of the above elements should be considered in selecting the group of comparator agencies. The City agreed on a list of comparator agencies and the following ten (10) agencies were originally used as comparators for the purposes of this market study: 1. City of Agoura Hills 2. City of Calabasas 3. City of Cypress 4. City of Dana Point 5. City of Hermosa Beach 6. City of Lawndale 7. City of Malibu 8. City of Redondo Beach 9. City of Rolling Hills Estates 10. City of San Juan Capistrano 5-208 Benchmarking Benefit Data Collection The last element requiring discussion prior to beginning a market survey is the specific benefit data that will be collected and analyzed. The following information was collected for each of the benchmarked classifications: Monthly Base Salary: The top of the salary range and/or control point. All figures are presented on a monthly basis. 2. Employee Retirement — This includes several figures, 1) the amount of the employee's State retirement contribution that is contributed by each agency, 2) the amount of the agency's Social Security contribution, and 3) any alternative retirement plan, either private or public where the employee's contribution is made by the agency on behalf of the employee. In addition to the amount of the employer paid member contribution, we collected information on enhanced benefits. The value for each enhanced benefit is based on the midpoint of the impact on total employer contribution rate. For example, the impact on total employer contribution rate for the enhanced benefit of final compensation based on single highest year (Section 20042) ranges from 0.9% to 1.8% for miscellaneous employees. We report the value of single highest year as 1.35%. The point of comparison to capture pension benefits was the classic tier at the City, as well as the comparator agencies. This means that for agencies with a multi -tier retirement system, the tier was captured that is currently available to classic members transferring from another PERS-agency to the City. We also performed an analysis of the City's benefits package based on its original retirement tier for current employees that is no longer available to any new hires. Again, for any agencies that are in a similar situation, we included their original retirement tier as the point of comparison in this analysis scenario. Below is a complete listing of the enhanced benefits and values reflected in the total compensation spreadsheets, ➢ Formulas (base formula is 2% at age 60): 0 2% at age 55 (Section 21354): this formula provides to local miscellaneous members 2% of pay at age 55 for each year of eligible service credited with that employer; midpoint of range = 3.05% 0 2.5% at age 55 (Section 21354.4): this formula provides to local miscellaneous members 2.5% of pay at age 55 for each year of eligible service credited with that employer; midpoint of range = 4.95% 0 2.7% at age 55 (Section 21354.5): this formula provides to local miscellaneous members 2.7% of pay at age 55 for each year of eligible service credited with that employer; midpoint of range = 8.05% 0 3% at age 60 (Section 21354.3): this formula provides to local miscellaneous members 3% of pay at age 60 for each year of eligible service credited with that employer; midpoint of range = 9.80%. 5-209 ➢ Additional Optional Enhanced Benefit Provisions o One -Year Final Compensation (Section 20042): the period determining the average monthly pay rate when calculating retirement benefits; base period is thirty-six (36) highest paid consecutive months; one-year final compensation is based on twelve (12) months highest paid consecutive months; midpoint of range for miscellaneous = 1.35%. o Employer Paid Member Contribution (Section 20636(c)(4)): the reporting of the value of the employer paid member contribution to CalPERS as special compensation; average value = employer paid member contribution multiplied by employer paid member contribution. 3. Insurance —This is the maximum amount paid by the agency for employees and dependents for a cafeteria or flexible benefit plan and/or health, dental, vision, life, long-term and short- term disability, and employee assistance insurance. 4. Leave — Other than sick leave, which is usage -based, the number of days off for which the agency is obligated. All days have been translated into direct salary costs. ➢ Vacation — The number of vacation days available to all employees after five years of employment. ➢ Holidays — The number of holidays (including floating) available to employees on an annual basis. ➢ Administrative/Personal Leave — Administrative leave is normally the number of days available to management to reward for extraordinary effort (in lieu of overtime). Personal leave may be available to other groups of employees to augment vacation or other time off. 5. Automobile —This category includes either the provision of an auto allowance or the provision of an auto for personal use. If a car is provided to any classification for commuting and other personal use, the average monthly rate is estimated at $450. 6. Uniform Allowance — This category includes either the provision of uniform allowance. 7. Deferred Compensation — We captured deferred compensation provided to all members of a classification with or without the requirement for an employee to provide a matching or minimum contribution. 8. Other — This category includes any additional benefits available to all in the class. Please note that all of the above benefit elements are negotiated benefits provided to all members of each comparator class. As such, they represent an on-going cost for which an agency must budget. Other benefit costs, such as sick leave, tuition reimbursement, and reimbursable mileage are usage -based and cannot be quantified on an individual employee basis. In addition to the above list of benefits, the City was also interested in gathering information on the following: 5-210 ➢ Retiree Health Benefits: Summary of retiree health benefits offered. ➢ Tuition Reimbursement: Summary of tuition reimbursement policies and amount allotted to employees. Appendix V contains the supplemental survey components and displays the practices adopted by the comparator agencies. Data Collection Data was collected during the months of November and December 2014, through websites, planned telephone conversations with human resources, accounting, and/or finance personnel at each comparator agency, and careful review of agency documentation of classification descriptions, memoranda of understanding, organization charts, and other documents. We believe that the salary data collection step is the most critical for maintaining the overall credibility of any study. We rely very heavily on the City's classification descriptions developed and approved during the classification part of the study, as they are the foundation for our comparison. Personnel staff of the comparator agencies were interviewed by telephone, whenever possible, to understand their organizational structure and possible classification matches. In identifying appropriate comparisons for the City's classifications, we use the same factors and criteria that we analyze when updating the City's classification plan structure and determining the proper allocation of each position during the classification study process. Factors that we consider include: ➢ Education and experience requirements; ➢ Knowledge, abilities, and skills required to perform the work; ➢ The scope and complexity of the work; ➢ The City delegated to make decisions and take action; ➢ The responsibility for the work of others, program administration, and for budget dollars; ➢ Problem solving/ingenuity; ➢ Contacts with others (both inside and outside of the organization); ➢ Consequences of action and decisions; and ➢ Working conditions. A summary of the results can be found in Appendix I and the salary survey and benefit information can be found in Appendix 11. For each surveyed class, there are three (3) information pages: ➢ Market Base (Top Step) Salary Summary Data ➢ Benefit Detail (Monthly Equivalent Values) ➢ Monthly Total Compensation Cost Summary Data Our analysis includes the mean (average), median (midpoint), and 75th percentile comparator data for each benchmarked classification (assuming we were able to identify at least four (4) matches). Our firm recommends reviewing the median, rather than the average, when evaluating 5-211 the data. The median is the exact midpoint of all the market data we collected, with 50% of market data below and 50% of market data above. We recommend using the median methodology because it is not skewed by extremely high or low salary values (unlike the mean). MARKET COMPENSATION FINDINGS As mentioned above, the salary compensation data can be found in Appendix II of this report. The market base compensation salary findings for each class surveyed are listed below, using the median results, arranged in descending order from the most positive percentile (above market) to the most negative (below market). The percentile represents the difference between the City's current base salary/total compensation for each classification and the median base salary/total compensation of the all comparator agencies. 5-212 Base Salary Market Findings Classification Median % above or below 75th Percentile % above or below Human Resources and Risk Manager $10,220 20.0% $10 ,693 ° 16.3/° City Clerk $9,754 18.5% $10,209 14.7% Office Technician II $3,896 18.4% $4,009 16.0% Director of Community Development $12,101 17.2% $14,867 -1.8% Recreation Leader II $2,192 14.8% $2,285 11.2% Information Technology Manager $10,221 14.6% $10,568 11.7% Building Official $10,384 13.2% $11,049 7.7% Building Inspector II $6,275 13.0% $6,319 12.4% Public Works Maintenance Superintendent $7,590 12.6% $9,273 6.8/° ° Director of Public Works $13,156 9.9% $14,574 0.2% Account Clerk $4,502 8.2% $4,520 7.8% Administrative Analyst II $6,742 8.2% $6,942 5.4% Director of Recreation and Parks $13,481 7.7% $14,972 2.5% Administrative Assistant $5,099 6.9% $5,239 4.4% Permit Technician $5,129 6.5% $5,192 5.4% Civil Engineer $8,324 5.9% $8,632 2.5% Accountant $6,806 5.1% $6,902 3.8% Code Enforcement Officer $6,146 3.9% $6,246 2.3% Executive Assistant $6,233 3.6% $6,308 2.5% 5-212 Classification Median % above or below 75th Percentile % above or below Associate Planner $7,320 3.5% $7,520 0.9% Recreation Program Supervisor II $6,697 1.7% $6 ,945 ° 1.9/° Director of Finance $14,387 1.5% $15,731 -7.7% Senior Planner $8,565 -0.8% $8,730 -2.7% Public Works Maintenance Worker 11 $4,736 2.6% $4,892 6.0% City Manager $17,411 -4.4% $18,052 -8.3% Planning Technician $5,397 -13.0% $5,712 -19.6% Human Resources Analyst $6,567 -38.4% $6,887 -45.2% Principal Engineer Insufficient Data Principal Planner Insufficient Data 5-213 Total Compensation Tier I Findings Total Compensation Tire II Findings Classification Median above or 75th % above Median % above or 75th % above below Percentile or below below Percentile or below Human Resources $14,883 13.4% $15,500 9.8% $14 11.6 /o $15,208 ° 7.2/o and Risk Manager ,477 City Clerk $14,540 10.3% $14,728 9.1% $14,540 5.9% $14,728 4.7% Office Technician II $6,392 13.2% $6,602 10.4% $6,101 13.6% $6,602 6.5% Director of $17,676 9.6% $19,761 -1.1% $17,223 7.5% $19,761 -6.1% Community Development Information $14,794 6.6% $15,321 3.39/. $14,794 2.0% $15,321 -1.5% Technology Manager Building Official $14,982 7.5% $15,207 6.2% $14,146 8.4% $15,207 1.6% Building Inspector II $g 181 . 103% $9,657 5.7 /° $9,066 7.4 /° $9,575 ° 2.2/° Public Works Maintenance $10,718 10.5% $12,446 -3.9% $10,610 7.2% $12,446 -8.9% Superintendent Director of Public $18,664 4.5% $20,243 3.6% $18,404 1.2% $19,940 7.0% Works Account Clerk $9,552 8.1% $9,924 4.5% $9,359 5.8% $9,830 1.0% Administrative $6,758 10.1% $7,386 1.8% $6,621 8.2% $7,205 0.1% Analyst II Director of Recreation and $18,804 3.8% $20,589 -5.3% $18,804 -0.9% $20,589 -10.5% Parks Administrative $7,448 9.1% $8,054 1.8% $7,407 5.7% $7,790 0.8% Assistant Permit Technician $7,198 12.3% $7,834 4.6% $7,198 8.5% $7,834 0.4% Civil Engineer $11,518 5.4% $12,049 1 1.0% $11,409 1.8% $11,550 0.6% Accountant $9,497 6.8% $9,742 4.4% $9,394 3.6% $9,506 2.4% Code Enforcement $8,560 7.8 /o $9,147 1.4% $8,560 3.6% $9,122 2.8% Officer 5-213 Above or Below Compensation Median - Alphabetic Order 15.0% 10.0% 5.0% 0.0% Cie �a 5 -5.0 ,a Q�a 2 y `QP�hec�e� 10.0-,5a�,5�` O P P Goa God -15.0% °"1 -20.0% -25.0% -30.0% -35.0% ■ % above or below Tier 1 ■ % above or below Tier 11 5-214 Total Compensation Tier I Findings Compensation Tire II Findings Classification Median above or 75th % above Median % above or 75th % above below Percentile or below below Percentile or below Executive $8,640 7.7% $9,086 3.0% $8,608 3.9% $8,640 3.5% Assistant Associate Planner $10,645 0.4% $10,954 -2.5% $10,356 -1.5% $10,954 -7.3% Recreation Program $9,759 0.1% $10,545 -7.9% $9,759 -4.4% $10,545 -12.9% Supervisor II Director of Finance $20,158 -3.1% $20,974 -7.3% $19,585 -5.1% $20,974 -12.6% Senior Planner $11,559 1.7% $12,590 -7.1% $11,559 -3.0% $12,271 -9.3% Public Works Maintenance $7,266 -1.2% $7,866 -9.6% $7,076 -2.7% $7,866 -14.2% Worker II City Manager $24,020 -6.8% $26,015 -15.7% $24,020 -12.1% $25,472 -18.8% Planning $8,283 -12.4% $8,860 20.3/ $8,057 14.0/ $8,521 20.6/ Technician Human Resources $9,319 -27.1% $10,005 -36.5% $9,319 32.5/o 0 $9 8 0 -36./o Analyst ,623 Principal Engineer Insufficient Data Insufficient Data Principal Planner Insufficient Data Insufficient Data Above or Below Compensation Median - Alphabetic Order 15.0% 10.0% 5.0% 0.0% Cie �a 5 -5.0 ,a Q�a 2 y `QP�hec�e� 10.0-,5a�,5�` O P P Goa God -15.0% °"1 -20.0% -25.0% -30.0% -35.0% ■ % above or below Tier 1 ■ % above or below Tier 11 5-214 Market Median Results Base Salaries Market base salary results display that five (5) benchmarked classifications are paid below the market median. Three (3) classes are paid below the market median by less than 5%, one (1) class is paid below the market median by greater than 10% and less than 20%, and one (1) class is paid below the market by greater than 30%. Twenty-two (22) benchmarked classifications are paid above the market median. Five (5) classes are paid above the market median by less than 5%, eight (8) classes are paid above the market by more than 5% and less than 10%, eight (8) classes are paid above the market by more than 10% and less than 20%, and one (1) class is paid above market by 20%. For two (2) classifications, there was no market percentile. One (1) class is a newly developed classification and therefore has no current monthly salary that can be compared to the market results. For one (1) class, there was insufficient market data gathered and, therefore, no market analysis can be performed. Generally, we consider a classification falling within 5% of the median to be competitive in the labor market for salary survey purposes because of the differences in compensation policy and actual scope of work and position requirements. However, the City can adopt a different standard. Total Compensation Tier I Market total compensation results show that five (5) benchmarked classifications are paid below the market median. Three (3) classes are paid below the market median by less than 5%, one (1) class is paid below the market by greater than 5% and less than 10%, two (2) classes are paid below the market by greater than 10% and less than 20%, and one (1) class is paid below the market by greater than 30% and less than 40%. Twenty-one (21) classifications are paid above the market median. Five (5) classes are paid above the market median by 5% or less, eight (8) are paid above the market by greater than 5% and less than 10%, and eight (8) are paid above the market by greater than 10% and less than 15%. Tier II Market total compensation results show that nine (9) benchmarked classifications are paid below the market median. Five (5) classes are paid below the market median by less than 5%, one (1) class is paid below the market by greater than 5% and less than 10%, two (2) classes are paid below the market by greater than 10% and less than 20%, and one (1) class is paid below the market by greater than 30% and less than 40%. 5-215 Seventeen (17) classifications are paid above the market median. Five (5) classes are paid above the market median by 5% or less, ten (10) are paid above the market by greater than 5% and less than 10%, and two (2) are paid above the market by greater than 10% and less than 15%. Overall, these differences between market base salaries and total compensation indicate that the City's benefits package, in terms of cost, is less than that of the market. Further analysis indicates that, on average, classifications are 5.9% above the market median when analyzing base salaries, while that figure changes to 4.3% above the market when we evaluate total compensation for tier one and 1.3% for tier II, which is a 1.6% and 4.6% difference. Market 7VI Percentile Results Base Salaries Market base salary results display that ten (10) benchmarked classifications are paid below the market 75th percentile. Four (4) classes are paid below the market 75th percentile by less than 5%, four (4) classes are paid below the market 75th percentile by more than 5% and less than 10%, one (1) class is paid below the market 75th percentile by almost 20%, and one (1) class is paid below the market 75th percentile by greater than 40%. Seventeen (17) benchmarked classifications are paid above the market 75th percentile. Seven (7) classes are paid above the market 75th percentile by less than 5%, four (4) classes are paid above the market 75th percentile by more than 5% and less than 10%, and six (6) classes are paid above the market 75th percentile by more than 10% and less than 20%. Total Compensation Tier I Market total compensation results show that twelve (12) benchmark classifications are paid below the market 75th percentile. Four (4) classes are paid below the market 75th percentile by less than 5%, five (5) classes are paid below the market 75th percentile by greater than 5% and less than 10%, one (1) class is paid below the market 75th percentile by greater than 10% and less than 20%, and two (2) classes are paid below the market 75th percentile by greater than 20%. Fourteen (14) classifications are paid above the market 75th percentile. Nine (9) classes are paid above the market 75th percentile by less than 5%, four (4) classes are paid above the market by greater than 5% and less than 10%, and one (1) class is paid above the market by greater than 10% and less than 15%. Tier II Market total compensation results show that fourteen (14) benchmark classes are paid below the market 75th percentile. Two (2) classes are paid below the market 75th percentile by less than 5%, five (5) classes are paid below the market 75th percentile by greater than 5% and less than 10%, four (4) classes are paid below the market 75th percentile by greater than 10% and less than 20%, and one (1) class is paid below the market 75th percentile by greater than 20%. 5-216 Twelve (12) classifications are paid above the market 75th percentile. Ten (10) classes are paid above the market 75th percentile by less than 5%, two (2) are paid above the market by greater than 5% and less than 10%. On average, classifications are 0.8% above the market 7511 percentile when analyzing base salaries, while that figure changes to 2.1% below the market 75th percentile when we evaluate total compensation for tier one and 5.3% for tier 11, which is a 2.9% and 6.1 % difference. Benefits Further analysis of the market benefit data reveals the differences between the City's benefits versus the comparator agencies: Retirement ➢ The Benefit Formula offered by the City for Tier I Ca1PERS members is 2.5%@55. One (1) comparator offers an equivalent benefit formula, eight (8) comparators offer a lesser benefit formula of 2%@55, and one (1) comparator offers a greater benefit formula of 2.7%@55. ➢ The Benefit Formula offered by the City for new hires who are "classic" CalPERS members (Tier 11) is 2%@60. Two (2) comparators offer an equivalent benefit formula, eight (8) comparators offer a greater benefit formula. One (1) offers a benefit formula of 2.5% @ 55, and seven (7) offer a benefit formula of 2% @ 55. ➢ On average, the Tier I benefit formula cost $567.21 per month more than the Tier 11 retirement formula (see graph below). 5-217 Tier I vs Tier II RPV Compensation $24,000 $22,500 $21,000 $19,500 $18,000 $16,800 $15,000 $13,500 $12,000 $10,500 $9,000 $7,500 $6,000 $4,500 $3,000 $1,500 $0 esti m{ . a� ec zc et esc` aaeSn2c ��r*` ��•�ar�a•�aQo '�er 0 Q`a cS�°Q�'� SLe 4cck\e 'ei 9, ms- V411 11 q�az ks, qe0, q-3 ryt Bct'`Q���e armee a`��eQ`o�Ok Q ■ RPVTotal Monthly Compensation Tier 1 ■ RPVTotal Monthly Compensation Tier II ➢ One comparator participates in social security. ➢ The City pays 0% of the Employer Member Paid contribution (EPMC). Five (5) comparators pay a percentage of the EPMC on behalf of the employee. Overall, the combination of Social Security and the enhancements to the pension plan display that the City offers a retirement benefit that is less than that of the comparators. Insurances The Insurance benefits provided by the City, including medical, dental vision, life, long term and short term disability, are approximately 12% greater than those provided by the comparator agencies. The maximum contribution paid by the City towards health, dental, and vision is $1737 while the average maximum of the comparators' is $1422. Two (2) of the comparators had a greater maximum contribution per month. The City offers a Cafeteria plan which covers medical, dental and vision insurance, as do seven (7) comparator agencies. The City's benefits package is less than that of the market, largely due to their second tier retirement formula. Typically when benefits are less than that of the market, we advise the client to make compensation decisions based on base salaries and address benefits separately. However, since it is unlikely that the City will be unable to change its pension benefit, total compensation market results should be taken into consideration. 5-218 INTERNAL SALARY RELATIONSHIPS Building from the salary levels established for identified benchmark classes, internal salary relationships need to be developed and consistently applied in order to develop specific salary levels for all non -benchmarked classes. While analyzing internal relationships, the same factors are considered that we use in constructing the City's classification plan, allocating positions to specific classifications within the plan, and comparing the City's current classifications to the labor market during the compensation study. In addition, when considering an appropriate salary range level, there are certain standard human resources practices that are normally applied, as follows: ➢ As mentioned above, a salary within 5% of the market average or median is considered to be competitive in the labor market for salary survey purposes because of the differences in compensation policy and actual scope of the position and its requirements. However, a closer standard can be adopted by an agency. ➢ Certain internal percentages are often applied. Those that are the most common are: ❖ The differential between a trainee and experienced class in a series (1/II or Trainee/Experienced) is generally 10% to 15%; ❖ A lead or advanced journey -level (III or Senior -level) position is generally placed 10% to 15% above the lower experienced level; and ❖ A full supervisory position is normally placed at least 10% to 25% above the highest level supervised, depending upon the breadth and scope of supervision. ➢ When a market or internal equity adjustment is granted to one class in a series, the other classes in the series are also adjusted accordingly to maintain internal equity. Internal equity between certain levels of classification is a fundamental factor to be considered when making salary decisions. When conducting a market compensation survey, results can often show that certain classifications that are aligned with each other are not the same in the outside labor market. However, as an organization, careful consideration needs to be given to these alignments because they represent internal value of classifications within job families, as well as across the organization. There were twenty-three (23) classifications that were not benchmarked for the study. For all classifications that were not benchmarked, internal alignments with other classifications will need to be considered, either in the same class series or those classifications that have similar scope of work, level of responsibility, and "worth" to the City. Where it is difficult to ascertain internal relationships due to unique qualifications and responsibilities, reliance can be placed on past internal relationships. It is important for City management to carefully review these internal relationships and determine if they are still appropriate given the current market data. It is important to analyze market data and internal relationships within class series as well as across the organization, and make adjustments to salary range placements as necessary based on the needs of the organization. 5-219 The City may want to make other internal equity adjustments as it implements a compensation strategy. This market survey is only a tool to be used by the City to determine market indexing and salary determination. Detailed information regarding each class' current salary and the percentage difference to the market median and 7511 percentile is found in Appendix I of this report. USING MARKET DATA AND THIS REPORT AS A TOOL We wish to reiterate that this report and our findings are meant to be a tool for the City to create and implement an equitable compensation plan. Compensation strategies are designed to attract and retain excellent staff. However, financial realities and the City's expectations may also come into play when determining appropriate compensation philosophies and strategies. The collected data represents a market survey that will give the City an instrument to make future compensation decisions. It has been a pleasure working with City of Rancho Palos Verdes on this critical project. Please do not hesitate to contact us if we can provide any additional information or clarification regarding this report. Respectfully Submitted, Koff & Associates 1-H `'c� Georg Krammer Chief Executive Officer 5-220 Appendix I Results Summary 5-222 NLL N O' N O� r C M N n 10 I� r p W R aD C a0 r N T l0 O N r i0 G N 0) M- N r i0 N V T - IOL T _ N C N V Z 01 M N T y O Q y O Q O NM r 0^ h N f O r V N< N O O N c O y N LL j O y N LL T V¢ n Z c6 _ n h O O N N V V N N r n W O� O� N W N f0 tD N Oi N N t0 a0 In ? N= N V N N G N tt H H W H H H H H H H H w y 0 Q y Q Hr - P g « y O ... 0 ; N [O ' W 10 V V r W N r N i0 47 G- a7 � l0 O tp N O N LL T N l 1 j O 1 cV Z V O v M y 0 Q y Q r'. W N O o m N c0 m o a N m N O o N N a N O v O W O r n V m O W O y O T LL T O y =2 LL> o co r Q N W Z h _ _ M V r M O 0 Oi V C O V N r N r V Oi W W a0 f0 co N Oi a n V r cO n ? N 2 N cO O O n d_ H rH y 0 Q y Q U - 61. r O 6 W OJ t0 V W O O r lV n r N i0 t0 C O i0 O t0 O J Z V N e y Q Q ~ WIN V'I N M M n M c'! y V r T at r W r s} ap M r O N r f0 m N O N M M N c O N G O y W O Q O N 2 W rH rH .6 .6 N of aD rH H V V t0 r W - w Q w H w y O Q - y Q - w w - - .0.. _ f Glia M O1 ro O m N O O V O W V V (D m N W N N W W N W N i+1 Ga tM0 O D b y tW0 N V m N Q N > Y C c! 't r'. Oi Oi h n O W N N ao ro m e0 W W O b 1� W O r r O r G 10 ta+l Z Oi o U H w - - - - - - w w » - - d H w ° g \° N e e \ e \° \ \°`O m y `. d Z a GC W O I o O) M I V t0 O d' NLL j O N lOi T c0 _ ? y 0 Q y 0 Q t0 O) n '0 W c0 N O r N 'V 2 N N r i H, H H w H H w w Nw rH w N Nw N H w H H y O Q — > Q Q w w w w o ° N o o o 0 0 o y o ff N Q o 0 - ; 3 O cp r W c> V [� O O M Ih O a0 V c4 h c0 t0 N c? V a0 1, r I� N V IQ o N I M V NLL _ ? cY0 O' NLL O ?« c6 O N Z O r f - y - - VN N O c0 OWi M O N cW0 tn0 r cW0 W tDD 2 r N c M' H w H rH w rH rH Nw rH w rw HN rw rH H w rH H U3 rH w 0 U ti e o o° o e °'oh4 o° o�° - V N c cp R 6 m Z< Q?y o Q Q e y O N W c0 y r i0 r W W W N n O N O A N "=«O y T y = Q �rO Z 61 c6 of o of a e N O N — « 5 Nc0 Nr oWf Q y 0 Q - J O Q - H H - _ D WW pyp pyp y O 0 > C N N W W W Oi 1� n N n ao n 6 N r Z Oj r d 0 � U H H H M H p H H p H H H d H h 3 0) V V In V m V O N h V a0 N N r N c� G N N N (V v O n O V (0 W h 0 LL j W ? I ca? N IOL j � N a0 cQ O c4 N r m N O.N O W N W N O W N M t0 W W C O O N N N N M O W n C N Rn V M n In N n W W n O W M W 01 c0 cG N T N O W NM O O H G O N n N W t0 N O v a'', cC H cp N w w n cC w H r C rw rw Ol 0) rw w c0 ;E w w �2 H w �E« H H w H H f9 w - H y O Q -y « O y O Q w H 3 ° ° N N a0 cG O M N N c0 V Ol v N N N W n f° 0 V tM c? O t0 < �0 O d LL y N IOL j (0 Ip a0 n a0 - N W O N yy r y C c0 n n i0 O W W r y LL >. O c0 N n t0 = m VHHC O wp wN. M N wC M n M M V N tc N N W t M « m i6 t0 r t0 wr � m; g o 06 W n g rW g v W V 0) ui g n Vv N 6 Lo N N N j N U IOL j N O M V O J yoQ` J yoQ` Q r r t9 V N O N N M c0 O Ol N N r I N n tC O M V W O Oi W c0 O W W W W V N O r c0 tp M N r M M M m' sT M N N n cC W ap V O m O O W 10 M N W O H N W W c O y V NLL T= N "O O N LL T N O O W N W N O W M N •- E a E m 001 r W {y < W r N N m^ A A W W O W cqj W O O W W O W y 0 n m A N r V n N O n N N It N cG V V N m y K U- " W V n w w h- w w P P w w r b W W b w w H b b W H� b b N 1 01 W Y N V) O) w- Y d lA Ylo M v � m Z .q "A QQ m o d w vv .w >> m m.o w a`1 i `rn o u.0 IL d 0 rc o Q o Oy C C L L c R x d J d C _ ."n u u _c c EE o o v O w w'u m u t m EEc m m E u c € u c u calla u c aQQQQmm N w w al V V 0000o0 owxx _Oda d` d`dmd> oK rcw 5-222 Appendix II Market Base Salary, Benefits Detail, and Total Compensation Findings P4 5-224 \ $ \ 2 \ \ \ \ }�k }j\j/\0 4) jam/ / {\ a. 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Q 07 W C N = Y U U U W Z Z Z U = a� O > O .N O ra0 ^ O N M M N In M O N d -J 7 61 NEA M 10 - '6 y C N Q V EA Vj V3 EA V3 N VY (O Vl Q 7 > O C N f6 O V N N O V O (O Lo (p V W to Cl) M u! fn N Cl) (D n �? N N m OM N C) O M o C U! (n y3 fn V3 I ea (A w fH d3 fR Efl M w T � Q V) U1l fA to U Q a� jp f0 C V O w N fn W oo O 11 N M M N (O CD co O C EH EA (p m J -�o Q O > _ - V) O£ m C N _1 M W W (D N O r M O M N O N M Cl) - C .N In ELJ V3 V> (A w (A H3 V3 N W Q EA E!J fR !A Q r C A C > � N N O p] M N O O O N (O M t0 N (O OCA N 41 O � (p O O 41 O a �Ow C N Eu) Lo v3 eff �s rl 61� U Q N d c U Z Z Z O T U N O O A U U U Z 2 Z U � U m O N O r co l N M N m m I- u7 pOj U) m W -0 A 7 N v _C QL6H3 E fR EfJ EA EA V3 Efl V3 Efl N� _T U Q N d 6 � N r N O V u� d d r- M O (O d' M p > a r N M N M W U 4/ VT 6A, 6�1 C w � N HT fR fR fA C O T Q U � 3 £ N N r N y0. p - fA C N d IxE r d d . LuL N 'O 2 p u u A 3 O O, p p U C� = C C T N N C 3 U T t0 d Ci O A Lr2 �•G1 L N S Y r Cw C 2d N O R'O O Q -a a.. 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GL = m L E GS U _ 3 0 U N O T N a7 O N (q r- 0 O 10 a) .0., .L. r C N R c 3 Q U Y T i j�0: L� � L7 L Cw ai C �CL C] d L aid E y aL+ y aO+ r O W CCL O m O a) �� Q F F a7 0 o Q y O U V F O Ca W W co �U2a� W JJm0 �>=Q O w w C 0 O LTj y _ %+ N N O. W J Q 7 C] O J C O Q mu 5 F GOO H 0 L 0 0 a� 0. T E y N 3 0 c (6 C CLQ) E 0 U 9 ns 0 O CL p co LO O m a - O y T Q T O 0.E W L 10 a) ED .000 O ID ID T Y O O C 0 a� O 0.E L_ y `m p 0 c O co N CLE O U 9 m O CL p co O m a (n T m Q T O 0.E W L 10 O) ED 'aac O ID O_ T Y 5-289 CN A cc m C m CD ^ o? O In r rn�M p M W �rn O M M T I� O p T ' ffJ EA H3 co fA d3 V Efl m V3 NSA U Gm cy _ a o) m co a) N M O O �_� M O V M� V m � OND W C N O V3 Efl fR Vi Q) Efl fR M O N T U = U O a) a a m I- N O cq N 7 OD r o c o N u7 M O Cl) M p m o I� - M p - EA EA EA fA V3 - N to U 3 N O) c m N M (OD V N V Cl) Ol0 m N V O m w W Q _ V3 N EA EH fH V3 EA H3 On V EA EH EA V fA N V3 19 ty to _T U U d O D) O oo N Co lo Ln LO O M O r C m (D N N O r N 7 J U o p a� m N M r- u) o a) co rnov o m o m o N N l N O c � � � o 0 0 ID m N - H3 ff3 EJj N _ A Vl U m mO m _ C m N co _O O LO a) toO p m m M M O mM M C O a) a) N - - f� r V - M O a v� e» e3 va v3 to w Nw U y U W a T N N C o 0 0 "IfQ) V co Co O N f- N^ (o O co Lr) LOC M U m N Lr) N A VI- V3 A M W V r N O T EJj EA ER Efl N _T U U yN m O m N M M N M N W O uo V (D O UA V V W ID O Lf) O M w U A m w H3 fA 69 EA Efl Efl V3 N w U U o o LA y Q- m C m N M N O NCD IOD M l0 N V M CD O O 7 M r O o2 Cn V3 fR w � Olof) V) EA Efl CD W I- Efl fR Efl V Efl V Efl L � N N fA U U d y O m CL O � fNDM� O r 7 o t m m O 7 NOMD �� N V!N � N C �. 60 fR VT 1A w U O T U 3 E m co O LL y c O C y E OC y L aT+ N o y w (L Gn G = > ma E i (D M d m 6' .- U o C N mG O >,.T m m 3 a E O O U a1 N �U TO L2 O jD m't7 L 4) 2).t.r Cw C ya U) C] d me •_ 3 C U d p T d t p W c a O m ` m O w N� Q" F F L m 0 'p Q > y U C F G C a W W co o U 2 a� W J J y 0 �= Q O w w 0 u N N m a W U J Q 7 C] O J C _ m C) Q U F GOO l ~ O O C 0 a� O 0.E L_ y `m p 0 c O co N CLE O U 9 m O CL p co O m a (n T m Q T O 0.E W L 10 O) ED 'aac O ID O_ T Y 5-289 5-290 C W N n OD CW R U C M 00 O l N M 0 co N N D N O) pp fH EA EH LO M LU iA W C � = Y U U U W Z Z Z � U = O OW N O O M O O O (p .C_ N I� l0 O LO N N M w 7 I� t` M w �j - U O N V3 d3 EA EH EA fR M 1A LU Q 3 a mN °? 9 U C rO cq � (O N N W O O T N W H3 fA EH EH (A EH EA M Q 64 U d (Dto N O N W U C O 'm p� 7 N Ot` p N N l�0 LO O (D (D M p M N flj _ 11 N O U J Q W w N N N (D n p £ U C_ W LO O0 LOO M O O N Lcli NO Cl) N M N M _ N O) I� Efl V> EA EA EH nj O W 2 u! lL Q EA E!J fR 69 m m_ °6 o W) C U C (n V 00 W 7 Ln N O a y W N m Q W V> H3 EA 1A U N W W co m O TU L C 00 LOO 7 O N m i m O N V O 'm N C LO N H3 EA Efl m ER EA V M EA EH N O Q W ECCTA T U N O HW ) N N 00 1- N OO co LO N N N (p0 C ' r O V N I� V co W U( l (D 7 V Cl)M I m0 p" w U NW Q m - O U (D o0 >a N W N M (D M (D N O D� N l0 00 LO t N OO (O M O (D N l0 C LO 'N NN- fR EfJ M N EA V3 EA Efl V3 Efl Efl T= W U Q d N O y W a. 00 C11 to t W OO Lf) N C j � U 0 T U 3 O (q W O C N N W Lu L r W W W W OI'C a. > r 4 C _ 3 O ° p o U NC� C p T u1 17 C tea 3 U T T W y= U O A t r2W W W .W. y y () W C O N d W'a O:E Q y ,O„ C p W Cd N O as. LO `ia W W !nQ wp m O'O Q W U W T F O Ca W W �cn W JJm0 W >>=Q O ,O� W cm O �2 WN 3U20> A w t C _ CL LU r V Q W U F CO H 5-290 C O O 0 0 a� O 0.E L_ N `m 3 C (6 O CL E 0 U 9 m 0 O R 0 o O LO 0 m ami 0 T a N N O 0.E W L 10 O ED 0 N T Y 5-291 C C ma) C N EN -O (p n O M O O N a) O L6 G> U O (O OJ M N En Hi N V V M N E!J O R T U o O <» v� v3 e» � w W 07 W C N = Y U U U W Z Z Z U 2 O G) Or_ u N E N (NO I� V O Cl) CO N M O O mO O D U U O O m (DN M Cl) ER V3 EA N EA M N N EA fA Hi O Ili M C6 to W 3 m C _ O N N E N N Cl) Lo LO )fi W co N N -O N U M u7 m W V Lr N V O N N N 7 O O O N N O U pO y3 va F» �yj v3 F»e»<» locli v3 C _T U W O O m � °) = co 0 o to C U G) G) U W p N N LO O Cl () 3 U O O (D to V3 V3 C%l H J C W m O o O £ U V U Z Z Z 2 m G: C � N EN 'O O W O M In O N U p 00 d) W 6s O co M N N aU `o O w `n es e» ev ea w w U W N y O' C N = N E O n O lC1 N_ N ao T a) N O N W I� N O N � l0 W Cl) 04 M oo 7 O o U O O ON- V3 � u3 � � V3 NN w r c W U N m O N C N U n L Or 04U M O O o G) M m V (O V 7 N EA Cl) N M T () m O O C fA ER H3 fA EA EA EA EA w W U W 3U O OL N Q a) m 0) "O U O N O W N O V o) f— M O N Lo O N _ O S O 0 N w N 10 �e3 <» N N LO �»e3 <» 04 vas v> It w 10 w _T o U N O � > 0 H O o m a O £ m O n M N N W O o W m h O m M 1� NM MM O O w u3 iR M. u3 » W oO T U U L � 3 _V co o N C O — C tl N ) aT+ E N m N G) W _rn � a) 2 i U m m a O' E G y 0 U C N ` O T m m C O U O �. 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Of k 2 § 2 > / J I ° 5 j ] $ 7 2 o t k § 2 t 2@/\ o k 7222 3C) k ml00cu C: Co \ { = o=,�,= /§g\r , , 0--0 ////�}\<\/j \ o o o o 0 o o o o o o j £ § ««a«;««««a« § 0 u UUQUUOeeeee — a § %�Nn#LO=w== § i ■ 5-361 5-362 ] }} }2 a}2} z§§ �m£&�m� \ \ / j / £ ) k k \ \ \g_f \�R �� z� N g �� �� m /§ /§\/ \§ r � CD \ k \ \ C'jC'j oa a 2a 7g gy@GQ/2 C / cm 222 m= =m00==#m � t-) o OD w0m 3«««a33sa 1-: U) ee ee__eee _ _ } \ ) \ E \ 0 2 § \ » I 2 \ \ U) 0 / o 2 \ / \ / / � S 3 2 =§ %=G §-- §�2 �I I� �$ o� /}\ 22 o g $ /\/ /§\_}\ 0W CL \ �/ ]� 0U)U)0000 1o« « 0000 /» ° k \ 2 3) \g$rg a c)) °£m: Ega$aa$ m 0. } m\§\\k\\\\oo �@ 5@ =a Q 2>=e=L k 2§ 2 > » »22 / 2 2 / ; - } o= » k t 2m \\ 7 , 2 m o o m ° ° mC: co 0 0 o}/ƒ x U) CO _f 0 -0 \teC,50 aEr-0 \ ±/\2$\a/ \ %% %t2t%»%%% / £ § «« ««£«««a«« § 0 u OO OOQOOOOOO - a § §% �N n#LO =»=_ / 5-362 \ E E / z ■ 5-363 � x/U 0 0 0 0 0 0 2 2 2 z) � C14 \/ //)\\ \\\§\k\\ 77k ]meq Uc /}/5&54_5 � •� 77778CD \/ �a 9eaa1 C14 oa a ©a /EJ22Qg% o\ 2\ \� 00U) ///\/7// - 2m mmm_e_e_ _ - § 7F) ° @ j 0 0 « « « = f f f k \ w ; 0 ; 0 j 2 0 2=% � o� m e(L a L/) °k\&\/ k2 k2 0 2b\2±�>� 0.0 mo @ ) §W J 2� m D "D U) U) CL ° �2 o 2 C: 000.22/ �£ Q2 0» \% °° 0 \»232-2b m� �\G E� e« _° E 2 o�oe G k 8 G o 0 o o g g g >° L , o Q W_WW�W�mzzz « ■ z > / cua- 0 } j U) 2 o t 0 \{ § } /2k \ �� \ E r @ \±0®oo/ & oe!-I x 2 « U) (/) / E ) _0 § 2 OL aw3$2/7 # E E %%ttt2t%»%% 0 0 ««a««£«««a« a § v OQeeeQeeeee 2 _ a \ m § Nn#=W w= z \ E E / z ■ 5-363 \ coE E / z ■ 5-364 M }}J}} ®} 4) �m&� �£ \/ DZ) / }�q\\jj/]\j �£ rR/ 4) /§%R ««««IZ—(D /N000 MN\g 7\ LO 04 Cl) wr�gpp�== # 9§ w§ 0 $ $ � & C14C14a s 75;5; G7 a co �m _ § 7F) ° @ 0 0 0 « « « k k � > > (D k §} �} a. k2 k2 0 $ �� Cu 0 �w EG 2J - % ���� (\\\\u 0 o o� Qo a0 G cum \ \ 2 \\\\\$B$\gg 2° a) Q m=mmmmmmmzz « ■ � z > 0 2 0 cu■ 0 2 0 § > \ & t � / $ u j g § m\ C) CO 3 3 / Mme§\\22`0\® 2 0=2 § ) 2a\G/@2\Ec= 2 §]3a±3�2$\j \ E %%ttt%%%»%o j k a r_v OQOeeeQeeee / I < 06i § k z \ coE E / z ■ 5-364 Appendix III Additional Benefits Agency Retiree Health City of Rancho Palos Verdes Employees contribute 1% of salary into mandatory retirement health care savings account. City contributes ($53.63) per pay period into this account. City of Agoura Hills Employer offers longevity pay of up to $500/mo for retiree + family if retiree meets eligibility requirements. Longevity pay is for PERS medical only. The City contributes an amount in accordance with the City's contract with the Public Employees' Retirement System ("PERS") toward the full cost of medical insurance plans for certain Management Employees who retire from the City. The following Management Employees will be eligible for post retirement/termination City of Calabasas medical insurance: (1) City Council Members who have retired from the City with not less than eight (8) years of PERS service credit with the City. (2) Management Employees who have retired from the City with not less than eight (8) years of PERS service credit with the City. (3) City Managers who have retired from the City with not less than eight (8) years of PERS service credit with the City. City of Cypress City contributes $75 per month towards Retiree Health Savings Plan for CEA employees and $185 for Mid-Management and $200 for Executive employees. City contributes the minimum required employer contribution under PEMHCA toward retiree medical benefits. That amount is currently 199/month and will increase City of Dana Point to $122/month effective 01/01/2015. Management: Employee with a minimum of 10 years of service and who is 55 receives a 60 per month insurance supplement. Employee with 20 years of service, City will pay entire cost of medical insurance for employee only. City of Hermosa Beach All others: The City Contributes 5% of the health insurance premium for each year of service up to the lesser of the single person HMO premium or $500 per month; employee must be at least 55 years of age and have at least 10 years of service. Retiree's are offered medical benefits for the retiree only. Medical benefits for their spouse or family must be paid by the retiree. No contributions are made on City of Lawndale behalf of the retiree. Vesting for health benefits in retirement is 5 years and retired with City for current employees, and 10 years for new employees. For retiree benefits, we offer 2% @ 55 for current employees and previous CalPERS members. Minimum 10 years of state service credit in order for retirees to receive 59% employer contribution for health benefits. Five of the ten years must be performed with City of Malibu the City and each additional service credit after 10 years increases the City's contribution by 5%. At 20 years of service, retiring employees are eligible for 100% of paid health benefits. Employees hired before 7/1/11: EE's with five years of service with Redondo Beach and 20 years of service in a public agency; City pays the single retiree medical premium rate for a medical insurance plan provided by the City. City of Redondo Beach Employees hired on or after 7/1/11: Employees who retire with 10 years of continuous City service shall receive a contribution equal to 25% of the employee only premium for a health insurance plan, the premium of which does not exceed the average premium of all HMO plans available to retirees available to City employees; 15 years of service = 50%, 20 years of service = 75%m 25 years of service = 100 For management employees only, available upon retirement from the City; employee must have +240 banked hours of sick; all sick leave hours will be converted to City of Rolling Hills Estates the RHS in pretax. City of San Juan Capistrano lEmployees are required to make contributions towards an employee health saving plan; contribution amounts are based on years of service. 5-366 Agency Tuition Reimbursement Upon completion of the initial probationary period (or one year), an employee is eligible for reimbursement of tuition and textlmaterials for up to $500 per fiscal City of Rancho Palos Verdes year for approved completed coursework toward a college degree. The completion date of the class is used to determine the fiscal year in which the benefit will aooly. City of Agoura Hills None. The City offers tuition reimbursement to employees for qualified classes and/or programs in an amount not to exceed the equivalent cost at a California State University. City of Calabasas Pre-approval by the employee's Department Head and the Administrative Services Director is required. City of Cypress Employees receive $1,500 per fiscal year to attend accredited colleges taking course pursuant to the employee's training and education program. The City will reimburse eligible employees approved education expenses up to a maximum of the annual cost of full-time, in-state coursework at a California State City of Dana Point University. Employees who enroll in training and academic courses that contributes to their ability to perform work in their current position or enhance promotional opportunities can City of Hermosa Beach have their course fees, books, and tuition reimbursed up to CSU rate and subject to the approval of the City Manager City of Lawndale City will reimburse the cost of tuition, registration, fees, books, and parking fees for courses directly related to EE current position or development up to $1800 per year. City of Malibu Management employees only; under the discretion of the City Manager. CEA: Employees receive up to a maximum of $500.00 per fiscal year for tuition reimbursement. This applies only to courses which are job-related or required for a job- related degree. City of Redondo Beach Management, PSA: Employees receive up to a maximum of $1,500 per person per year, up to a maximum of $15,000 total for all employees covered. Teamsters: Each employee shall be eligible, upon request, to receive up to a maximum of $750.00 per year, up to a maximum of $10,000 total for all employees covered. City of Rolling Hills Estates City will reimburse up to $300 dollars per year; program is currently suspended. City of San Juan Capistrano IThe City provides a Tuition Reimbursement program with a maximum annual benefit of $5000. 5-367