Agenda packet — Upland City Council, January 23, 2023 (part 2 of 6)

Development Services Director

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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 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. 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.

ENVIRONMENTAL CONDITIONS

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.

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November 2022
FLSA: Non-Exempt

DEVELOPMENT SERVICES TECHNICIAN I/II

DEFINITION

Under immediate (Development Services Technician I) or general (Development Services Technician II) supervision, performs public service and technical work at the Development Services public counter; reviews and processes applications for services; issues permits; calculates and processes fees; receives, files, and maintains records of documents, maps, and other materials; responds to requests for documents and information; initiates and updates computerized files; collects land use applications and maintains related information; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives immediate (Development Services Technician I) to general (Development Services Technician II) supervision from assigned supervisory or management personnel. Exercises no direct supervision over staff.

CLASS CHARACTERISTICS

Development Services Technician I: This is the entry-level classification in the Development Services Technician series. Initially under close supervision, incumbents learn and perform public service and technical work at the Development Services public counter. As experience is gained, assignments become more varied, complex, and difficult; close supervision and frequent review of work lessen as an incumbent demonstrates skill to perform the work independently. Positions at this level usually perform most of the duties required of the positions at the Development Services Technician 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.

Development Services Technician II: This is the fully qualified journey-level classification in the Development Services Technician series. Positions at this level are distinguished from the Development Services Technician I 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 Development Services Technician class series are flexibly staffed; positions at the Development Services Technician II level are normally filled by advancement from the Development Services Technician I level; progression to the Development Services Technician II level is dependent on (i) management affirmation that the position is performing the full range of duties assigned to the classification; (ii) satisfactory work performance; (iii) the incumbent meeting the minimum qualifications for the classification including any licenses and certifications; and (iv) management approval for progression to the Development Services Technician II 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 qualified employees can perform the essential functions of the job.

Positions at the Development Services Technician I level may perform some of these duties and responsibilities in a learning capacity.

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Development Services Technician I/II

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 Responds to inquiries and complaints from the general public over the telephone, via email, and in person at the public counter; inspects plans for completeness and accepts plan submittals; routes plans to applicable division/department; assists developers, engineers, architects, property owners, contractors, the general public, and other City staff relating to permit issuance and land use applications at the public counter; provides requested information, documents, and the status of projects.  Receives, reviews, and processes applications for permits and plan checks for minor tenant improvements, temporary use permits, signs, residential remodels and additions, fences, patios, pools, and other minor permits; issues permits; calculates and collects fees for permits, plan checks, bonds, public works and utility projects, and special districts.  Enters, updates, and/or changes pertinent information or data on computerized tracking system for applications, permits, projects, files, maps, drawings, and other records; implements and trains others in the use of new systems, as assigned; maintains and updates data in the City’s computerized permit system; assigns addresses.
 Coordinates utility releases with other departments; issues certificates of occupancy.  Works cooperatively with property owners, engineers, developers, contractors, or their representatives, to resolve questions regarding plan check, construction inspection, permit fees, or permit issuance within the scope of counter assignments.
 Issues various permits and assigns appropriate inspections; reviews the processing of permits and plans; answers questions regarding permits and related processing information; files and reproduces permits, maps, drawings, and other documents; maintains records and prepares reports.  Composes and types correspondence; processes demands for payments; orders office supplies.  Reviews and analyzes land use applications and prepares written and verbal communication including routine reports, commentaries, and correspondence; processes minor land use applications, including intake, receipt, route, and review; assists and coordinates between various divisions and departments.  Conducts technical searches for plans and files; provides City departments with plans for routing; answers questions on City property, zoning, and development.  Maintains informational handouts on current fees, new ordinances, applications, and changes in codes and regulations at the Development Services Counter.
 Schedules, assists, and periodically performs site visits.  Observes and complies with City and mandated safety rules, regulations, and protocols.  Performs other duties as assigned.

QUALIFICATIONS

Positions at the Development Services Technician I level may exercise some of these knowledge and abilities statements in a learning capacity.

Knowledge of:

 Building and construction methods, techniques, and materials.  City organization, ordinances, rules, policies, and procedures applicable to departmental operations.  Basic functions of public agencies, including the role of an elected Council and appointed boards and commissions.
 Upland Municipal Code provisions pertaining to building and construction.  Standard business arithmetic.
 Record keeping, filing, purchasing, and accounting practices and procedures.

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Development Services Technician I/II

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 Rules and procedures governing the notice and conduct of public meetings.  Principles and practices of sound business communication.  Office administration practices and procedures.
 Basic research methods and techniques.
 Database administration practices.
 Basic symbols and conventions found in engineering plans and drawings.  City and department policies and protocols.
 Effective interpersonal relations.
 City and mandated safety rules, regulations, and protocols.  Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.
 The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
 Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.

Ability to:

 Deal tactfully and effectively with a variety of individuals, including property owners, contractors, developers, engineers, and co-workers.
 Prepare clear, accurate, and concise records and reports.  Interpret, apply, explain, and reach sound decisions in accordance with laws, regulations, policies, and procedures.
 Use tact and discretion in dealing with sensitive situations and concerned people and customers.  Make accurate arithmetic computations to determine and collect fees and balance cash received.  Read construction drawings.
 Learn and interpret applicable sections of the Upland Municipal Code.  Compose routine correspondence from brief instructions.  Type accurately at a speed necessary to meet the requirements of the position.  Organize and maintain accurate office, specialized, and sensitive files and records.  Understand and follow written and oral instructions.
 Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
 Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.  Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 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:
 Development Services Technician I/II: Equivalent to completion of the twelfth (12th) grade.

Experience:
 Development Services Technician I: One (1) year of experience interpreting building and construction codes.

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Development Services Technician I/II

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 Development Services Technician II: Two (2) years of increasingly responsible experience interpreting building and construction codes.

Licenses and Certifications:

 Possession of a valid California Driver’s License, to be maintained throughout employment.

PHYSICAL DEMANDS

ENVIRONMENTAL CONDITIONS

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November 2022
FLSA: Non-Exempt

ECONOMIC DEVELOPMENT COORDINATOR

DEFINITION

Under direction, oversees and coordinates programs and activities which encourage economic growth and promote business attraction, retention, and expansion within the City; promotes training events, business counseling, and assistance services in partnership with the Small Business Development Center (SBDC); performs a variety of duties to assist City businesses with services and activities; performs asset management for City-owned properties; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives direction from assigned supervisory or management personnel. Exercises no direct supervision over staff.

CLASS CHARACTERISTICS

This journey level classification is responsible for overseeing and coordinating programs and activities which encourage economic growth and promote business attraction, retention, and expansion within the City. Positions at this level exercise judgment and initiative in their assigned tasks, 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.

 Plans and recommends comprehensive economic development, marketing, and promotion programs in conjunction with the City and community to promote business attraction, retention, and expansion with a focus on enterprises that expand the City’s existing economic base.  Acts as project manager for economic development projects consistent with the City’s 5-year Economic Development Action Plan; assists existing and new companies with recruitment and identifying land and building sites and permit processing; works with State and County officials and staff to ensure compliance with program requirements.
 Coordinates development activities between City officials and private developers; coordinates and implements regional and local business development programs and activities including on-site visitation programs, business appreciation efforts, and similar events; partners with the Chamber of Commerce in providing business resources and assistance.  Promotes training events, business counseling, and assistance services in partnership with the Small Business Development Center (SBDC); publishes SBDC’s events on the City website and on social media.
 Coordinates with the Historic Downtown Upland (HDU) merchant group to enhance economic vitality and promote downtown Upland; serves on the HDU Board as a City representative, attends regular meetings and makes recommendations on behalf of the City.  Participates in local, regional, and national trade shows; assists in the development of information and designs for public relations materials, brochures, advertisements, and trade show booths.

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Economic Development Coordinator

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 Develops or assists in the preparation of economic development contracts; summarizes economic tax and marketing assumptions and related data.
 Prepares and presents general and specific demographic data to brokers, developers, and other interested parties.
 Negotiates, implements, and oversees administration of complex Disposition and Development Agreements (DDA) and/or Owner Participation Agreements (OPA) for selected commercial and industrial projects located throughout the community.
 Assists with the identification of additional commercial and industrial areas located throughout the City by facilitating development; develops and identifies innovative ways to facilitate additional commercial and retail development in the City and to retain existing development; negotiates, drafts, and implements approved agreements.
 Performs asset management for leases on City owned properties; negotiates and drafts new lease agreements; coordinates property repairs and lease amendments.  Manages and participates in the development and implementation of state legislation, goals, objectives, and policies.
 Develops and administers program budgets; forecasts additional funds needed for staffing, equipment, materials, and supplies; manages program expenditures.
 Prepares City Council reports and agenda items; makes presentation the City Council and other boards, commissions and community groups.
 Provides oral and written reports to various departments, commissions, and other community groups on economic development issues; responds to internal and external inquiries and comments with diplomacy and tact.
 Pursues federal, state, and local funding sources necessary to implement and/or expand existing programs, projects, and activities.
 Complies with City and mandated safety rules, regulations, and protocols.  Performs other duties as assigned.

QUALIFICATIONS

Knowledge of:

 Operational characteristics, services, and activities of business development programs, marketing strategies, and advertising plans.
 Real estate acquisition and negotiation practices.
 Organizational and management practices as applied to the analysis and evaluation of programs, policies, and operational needs.
 Political and economic conditions associated with economic development programs.  Current federal, state, and local laws, regulatory codes, ordinances, and procedures relevant to economic development programs.
 Principles and practices of economic development programs.  Program development, implementation, management, administration, and evaluation.  Principles and practices of contract administration and evaluation.  Principles and practices of public agency budget development and administration.  Effective communication, public relations, advocacy, and community outreach techniques.  City and mandated safety rules, regulations, and protocols.

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Economic Development Coordinator

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 Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.  The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
 Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.

Ability to:

 Proactively manage and coordinate comprehensive economic development, marketing, and promotion programs.
 Effectively manage lease agreements on City-owned property.  Effectively participate in complex real estate negotiations related to economic development issues.  Evaluate commercial and industrial real estate transactions.  Analyze development plans and conduct feasibility analysis.  Negotiate complex and sensitive development agreements to complete projects.  Establish, organize, and maintain complex record keeping systems.  Understand and follow oral and written directions.
 Interpret and apply the policies and procedures of the program.  Operate vehicles for official business purposes in a safe manner.  Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.  Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 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 a bachelor’s degree from an accredited college or university with major coursework in economics, business administration, public administration, urban planning, or a related field.

Experience:
 Five (5) years of increasingly responsible economic development or redevelopment experience.

Licenses and Certifications:

 Possession of a valid California Driver’s License, to be maintained throughout employment.

PHYSICAL DEMANDS

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Economic Development Coordinator

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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 20 pounds.

ENVIRONMENTAL CONDITIONS

WORKING CONDITIONS

Ability to work extended hours as required.

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November 2022
FLSA: Exempt

HOUSING COORDINATOR

DEFINITION

Under direction, manages, supervises, and coordinates activities and operations of assigned programs and projects within the Housing Division; coordinates activities with other divisions, outside agencies, and the general public; provides instruction to assigned staff; prepares related management reports; administers, manages, and implements housing fund, CDBG, Permanent Local Housing Allocation (PLHA) grant, Cal- Home, and Home grant programs; performs a variety of analyses and research on housing projects and programs, including technical accounting and administrative duties; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives direction from assigned supervisory or management personnel. Exercises technical and functional direction over and provides training to less experienced staff.

CLASS CHARACTERISTICS

This journey level classification is responsible for administering, managing, and implementing housing fund, CDBG, PLHA grant, Cal-Home, and Home grant programs. Positions at this level exercise judgment and initiative in their assigned tasks, 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.

The Housing Coordinator is distinguished from the Housing Manager due to the Manager’s greater level of responsibility over administrative, financial, and managerial functions.

 Provides supervision and directs the work of program personnel; organizes, delegates, and monitors the status of project tasks.
 Manages and implements the Community Development Block Grant (CDBG) and other grant programs such as (CARES Covid-19), Cal Home, HOME, First Time Home Buyer, the Permanent Local Housing Allocation (PLHA) grant, and other applicable housing programs.  Participates in the development and implementation of goals, objectives, policies, and priorities for assigned programs such as the Consolidated and Annual Action Plan and the updated Housing Element; identifies resource needs; recommends and implement policies and procedures.  Develops procedures for new programs; develops and receives approval for policies and procedures to implement federal regulations and new programs; participates in the development of new practices and procedures to improve service delivery.
 Participates in the development and administration of assigned program budgets; forecasts additional funds needed; directs the monitoring of and approves expenditures; recommends adjustments as necessary.
 Monitors program compliance with federal law and regulations; monitors application procedures and processes.

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Housing Coordinator

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 Recommends revisions to City ordinances related to housing assistance; analyzes and implements federal, state, and local guidelines related to assigned programs.  Collects and deposits monthly payments and runs amortization logs for outstanding amortized loans; maintains balance and reports on program income accounts.  Makes recommendations on how to invest the loan payoff proceeds to meet HCD spending timelines and goals.
 Provides customer service and information to resolve problems with applicants, tenants, owners, and the public as needed; conducts information reviews with applicants and tenants with regard to program violations and proposed denial or termination of assistance; sets up and attends meetings with staff, public, other agencies, and interest groups.
 Prepares for and responds to annual financial audit of units under contract and program monitoring reviews.
 Prepares various statistical, narrative, and other special and routine reports using an automated database system including financial, allocation and annual reports; prepares and presents staff reports and other necessary correspondence to City staff, CDBG Committee members, and City Council members.  Prepares and presents staff reports and other necessary correspondence in support of projects and initiatives.
 Selects, trains, and evaluates the work of program personnel; organizes, delegates, and monitors the status of project tasks.
 Prepares City Council reports and agenda items; makes presentations to the City Council, as well as other boards, commissions, and community groups.
 Complies with City and mandated safety rules, regulations, and protocols.  Performs other duties as assigned.

QUALIFICATIONS

Knowledge of:

 Operational characteristics, services, and activities of a municipal housing program.  Principles and practices of housing assistance programs.  Needs assessment and counseling techniques.
 Training development and presentation techniques.
 Principles of budget administration.
 Accounting and financial practices.
 Principles and procedures of fiscal planning and budgetary management.  Pertinent federal, state, and local laws, codes, and regulations.  Principles and practices of team building, training, and management.  Budget preparation and reporting writing techniques.
 Pertinent federal, state, and local policies, procedures, laws, and regulations.  City and mandated safety rules, regulations, and protocols.  Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.  The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
 Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.

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Housing Coordinator

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Ability to:

 Develop and implement new procedures and new programs for housing activities.  Establish monitoring mechanisms and oversee implementation of housing programs.  Apply housing assistance program knowledge in the assessment of service delivery, including development of policies and procedures to improve and streamline service delivery.  Provide effective counseling to clients.
 Accurately interpret and explain housing program policies and procedures.  Prepare and monitor program budgets.
 Write thorough and complete staff reports.
 Recommend goals and objectives and assist in the development of Division policies and procedures.  Participate in development and administration of the Division budget.  Pursue federal, state, and local funding sources to implement and/or expand existing programs, projects, and activities.
 Supervise, train, and evaluate assigned staff.
 Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.  Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 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 a bachelor’s degree from an accredited college or university with major coursework in public administration, business administration, or related field.

Experience:
 Five (5) years of increasingly responsible experience in affordable housing program/projects and development activities.

Licenses and Certifications:

 Possession of a valid California Driver’s License, to be maintained throughout employment.

PHYSICAL DEMANDS

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Housing Coordinator

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ENVIRONMENTAL CONDITIONS

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November 2022
FLSA: Exempt

HOUSING MANAGER

DEFINITION

Under general direction, plans, organizes, oversees, coordinates, and manages the staff and operations of the Housing Division, including the City's affordable housing programs and management of City-owned residential units, as well as the Community Development Block Grant (CDBG) program, successor agency, weed abatement, and asset management programs; manages the effective use of division resources to improve organizational productivity and customer service; provides complex and responsible support to the Development Services Director in areas of expertise; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives general direction from the Development Services Director. Exercises direct supervision over professional and technical staff.

CLASS CHARACTERISTICS

This is a management classification responsible for planning, organizing, and managing the staff, operations, and activities of the Housing Division. Incumbents are responsible for performing diverse, specialized, and complex work involving significant accountability and decision-making responsibilities, which include division budget administration, program evaluation, and recommendation and implementation of policies, procedures, goals, objectives, priorities, and standards related to housing, economic development, and assigned programs. Incumbents serve as a professional-level resource for organizational, managerial, and operational analyses and studies. Performance of the work requires the use of considerable independence, initiative, and discretion within broad guidelines.

 Plans, manages, and oversees the daily functions, operations, and activities of the Housing Division, including the City's affordable housing programs and management of City-owned residential units, as well as successor agency activities, weed abatement program, and asset management programs.  Participates in the development and implementation of goals, objectives, policies, and priorities for the assigned functions; recommends within department policy, appropriate service and staffing levels; recommends and administers policies and procedures.
 Participates in the development, administration, and oversight of division and department budgets; determines funding needed for staffing, equipment, materials, and supplies; ensures compliance with budgeted funding; monitors department budgets and expenditures including budget amendments and journal entries.
 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 and makes recommendations for improvement.

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Housing Manager

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 Participates in the selection of, trains, motivates, and evaluates assigned personnel; works with employees to correct deficiencies; recommends and implements discipline and termination procedures.  Develops and manages requests for proposals for professional and/or contracted services; prepares scope of work and any technical specifications; evaluates proposals and recommends award; negotiates contracts; administers contracts to ensure compliance with City specifications and service quality.  Acts as liaison and discusses issues related to successor agency, housing, weed abatement, and asset management with other City departments and developers, contractors, subcontractors, financial institutions, businesses, and their representatives.
 Administers the City's affordable housing programs and oversees the management of three City-owned apartment complexes containing 255 residential units; oversees the City’s mobile home rent control ordinance; implements, administers, reviews, and coordinates asset management of City owned rental leases.
 Oversees weed abatement activities related to fire hazard abatements such as preparing and disseminating notices, inspections, hiring of and monitoring contractors that remove debris and fire hazard materials, conducting public hearings, and advertising the program.  Oversees the preparation of applications, year-end reports, and substantial amendments for the Community Development Block Grant and Permanent Local Housing Allocation Grant; participates in the coordination of tax-exempt bond issues including mortgage revenue and industrial development bonds as well as tax credit allocations.
 Oversees Community Development Block Grant projects and contracts, including real property acquisition, management, and disposition, and administrative activities for the permanent local housing program.
 Prepares and presents staff and agenda reports and other necessary correspondence related to assigned activities and services; attends City Council, Planning Commission, and other board meetings, conducts presentations, and provides technical advice regarding assigned functions; prepares and conducts public meetings and presentations for community groups.
 Conducts a variety of organizational and operational studies and investigations; recommends modifications to assigned programs, policies, and procedures, as appropriate.  Serves as a liaison and provides technical guidance and assistance for assigned functions with other City departments, divisions, businesses, outside agencies, and other interested parties; provides staff support to commissions, committees, and task forces as necessary.  Attends and participates in professional group meetings; stays abreast of new trends and innovations in housing and economic development; 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.  Directs the establishment and maintenance of working and official division files.  Ensures staff compliance with City and mandated safety rules, regulations, and protocols.  Performs other duties as assigned.

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Housing Manager

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QUALIFICATIONS

Knowledge of:

 Administrative principles and practices, including goal setting, program development, implementation, and evaluation, and project 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.  Principles and practices of leadership.
 Principles and techniques for working with groups and fostering effective team interaction to ensure teamwork is conducted smoothly.
 Applicable federal, state, and local laws, regulatory codes, ordinances, and procedures relevant to assigned areas of responsibility.
 Organization and management practices as applied to the development, analysis, and evaluation of programs, policies, and operational needs of the assigned area of responsibility.  Principles and practices of contract administration and management.  Community Development Block Grant and Housing Urban Development regulations and procedures.  Principles, procedures, standards, practices, information sources, and trends in the fields of affordable housing, real estate asset management, weed abatement, and wind down of the Successor Agency.  Research methods and statistical techniques and applications.  Social and economic concepts as applied to housing programs.  The California Environmental Quality Act and National Environmental Protection Act.  Techniques for effectively representing the City in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations.  Recent and on-going developments, current literature, and sources of information related to the operations of the assigned division.
 Methods and techniques of preparing technical and administrative reports, and general business correspondence.
 City and mandated safety rules, regulations and protocols.  Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.  The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
 Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.

Ability to:

 Plan, organize, oversee, and manage the Housing Division staff and operations.  Develop and implement goals, objectives, practices, policies, procedures, and work standards.  Prepare and administer large and complex budgets; allocate limited resources in a cost-effective manner.
 Provide administrative, management, and professional leadership for the division.  Select and supervise staff, provide training and development opportunities, ensure work is performed effectively, and evaluate performance in an objective and positive manner.  Understand, interpret, and apply all pertinent laws, codes, regulations, policies, procedures, and standards relevant to work performed.
 Evaluate and develop improvements in operations, procedures, policies, or methods.  Perform and coordinate housing and other assigned programs and projects.  Make persuasive oral and written presentations.

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Housing Manager

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 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, the media, and in meetings with individuals.
 Direct the establishment and maintenance of a variety of filing, record-keeping, and tracking systems.  Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.  Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 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 a bachelor’s degree from an accredited college or university with major coursework in public administration, urban planning, economics, business administration, or a related field.

Experience:
 Six (6) years of increasingly responsible professional experience in housing administration, community development, or a related field, of which three (3) years should be in a lead or supervisory capacity.

Licenses and Certifications:

 Possession of a valid California Driver’s License, to be maintained throughout employment.

PHYSICAL DEMANDS

ENVIRONMENTAL CONDITIONS

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November 2022
FLSA: Exempt

PLANNING MANAGER

DEFINITION

Under general direction, plans, organizes, coordinates, and manages the staff and operations of the Planning Division within the Development Services Department including current and advance planning; makes recommendations to the City Council and Planning Commission on planning issues; manages the effective use of division resources to improve organizational productivity and customer service; provides complex and responsible support to the Development Services Director in areas of expertise; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives general direction from the Development Services Director. Exercises direct supervision over supervisory, professional, and technical support staff.

CLASS CHARACTERISTICS

This is a management classification responsible for planning, organizing, managing, and evaluating the staff, operations, and activities of the Planning Division, and the maintenance of the City’s General Plan.

Incumbents are responsible for performing diverse, specialized, and complex work involving significant accountability and decision-making responsibilities, which include division budget administration, program evaluation, and recommendation and implementation of policies, procedures, goals, objectives, priorities, and standards related to planning functions. Incumbents serve as a professional-level resource for organizational, managerial, and operational analyses and studies. Performance of the work requires the use of considerable independence, initiative, and discretion within broad guidelines.

 Plans, manages, and oversees the daily functions, operations, and activities of the Planning Division, including current and advance planning, zoning, development, and environmental review.  Participates in the development and implementation of goals, objectives, policies, priorities, and work standards for the Planning Division; recommends within division policy, appropriate service and staffing levels; recommends and administers policies and procedures.  Participates in the development, administration, and oversight of division budget; determines funding needed for staffing, equipment, materials, and supplies; monitors expenditures and ensures compliance with budgeted funding.
 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 and makes recommendations for improvement.  Participates in the selection of, trains, motivates, and evaluates assigned personnel; determines appropriate project priorities and schedules; works with employees to correct deficiencies; recommends and implements discipline and termination procedures.

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 Confers with personnel from other departments and agencies on projects and in carrying out assignments; meets with City staff and professionals, citizens, and organizations to encourage action or resolve problems related to division work activities and projects.  Maintains and updates General Plan elements as required; prepares and conducts presentations to decision-makers and the public; assists in the preparation and revision of City ordinances.  Prepares and reviews detailed staff reports in areas such as subdivision review, zone changes, environmental impact, and grant application; conducts special research to support major planning projects.
 Makes decisions within specified limits regarding land use and zoning matters; ensures proper application and administration of federal, state, and local regulations pertaining to planning.  Advises the City Council, Planning Commission, City Manager and others on departmental issues; assembles necessary resources to solve a broad range of programmatic and service delivery challenges in current and/or advanced planning.
 Provides staff support to the Development Services Director in support of major projects and initiatives.
 Researches, analyzes, prepares and presents staff and agenda reports to the City Council, Planning Commission, public groups, and City staff regarding regional and local planning issues; ensures timely actions on Planning Commission directives and initiatives; ensures implementation of City Council resolutions on departmental matters.
 Conducts a variety of organizational and operational studies and investigations; recommends modifications to assigned programs, policies, and procedures as appropriate.  Serves as liaison for assigned functions with other City departments, divisions, and outside agencies; provides staff support to commissions, committees, and task forces, as necessary.  Attends and participates in professional group meetings; stays abreast of new trends and innovations in urban planning and community development; 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.
 Responds to the most complex and difficult inquiries and requests for information; provides information and resolves service issues and complaints; represents the division with other City departments, other agencies, civic groups, and the public.  Directs the establishment and maintenance of working and official division files.  Ensures staff compliance with City and mandated safety rules, regulations, and protocols.  Performs other duties as assigned.

QUALIFICATIONS

Knowledge of:

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 Principles and techniques for working with groups and fostering effective team interaction to ensure teamwork is conducted smoothly.
 Applicable federal, state, and local laws, regulatory codes, ordinances, and procedures relevant to assigned areas of responsibility, including state planning laws, the Subdivision Map Act, California Environment Quality Act, Surface Mining and Reclamation Act, Local Government Reorganization Act, and National Environment Policy Act.
 Organization and management practices as applied to the development, analysis, and evaluation of programs, policies, and operational needs of the assigned area of responsibility.  Principles and practices of contract administration and management.  Theories, principles, procedures, standards, practices, information sources, and trends in the fields of current and advance planning.
 Land use, physical design, demographic, zoning, environmental, and social concepts as applied to municipal planning.
 Statistical analysis techniques related to municipal planning.  Application, modification, and inter-relationships among ordinances, policies, standards, procedures, and practices associated with the planning function.
 Terminology, symbols, methods, and techniques used in planning and planning exhibits such as site plans, grading plans, and architectural elevations.
 Local government organization and the functions and practices of a municipal planning unit.  Research methods and statistical techniques and applications.  Techniques for effectively representing the City in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations.  Recent and on-going developments, current literature, and sources of information related to the operations of the Planning Division.
 Methods and techniques of preparing technical and administrative reports, and general business correspondence.
 City and mandated safety rules, regulations, and protocols.  Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.
 The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
 Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.

Ability to:

 Plan, organize, oversee, and manage assigned staff and operations.  Develop and implement goals, objectives, practices, policies, procedures, and work standards.  Prepare and administer large and complex budgets; allocate limited resources in a cost-effective manner.
 Provide administrative, management, and professional leadership for the division.  Select and supervise staff, provide training and development opportunities, ensure work is performed effectively, and evaluate performance in an objective and positive manner.  Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed.
 Evaluate and develop improvements in operations, procedures, policies, or methods.  Identify problems, research and analyze relevant information, and develop and present recommendations and justification for solutions.
 Perform and coordinate technical current, advance, and project-planning activities, such as the collection, analysis, and preparation of reports and recommendations pertaining to complex issues.  Review and comprehend maps, specifications, census data, site and building plans, graphs, and other statistical data.

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 Direct the preparation of visual displays, such as maps, graphs, and statistical charts.  Conduct analyses and make accurate recommendations based on study findings.  Prepare clear, concise, and complete technical planning documents, reports, and correspondence.  Research, analyze, and evaluate new service delivery methods, procedures, and techniques.  Analyze, interpret, summarize, and present technical information and data in an effective manner.  Effectively represent the department and the City in meetings with commissions, governmental agencies, community groups, the media, various business, professional, and regulatory organizations, and in meetings with individuals.
 Direct the establishment and maintenance of a variety of filing, recordkeeping, and tracking systems.  Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
 Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.  Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 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 a bachelor’s degree from an accredited college or university with major coursework in urban planning, architecture, environmental design, public administration, or a related field.

Experience:
 Seven (7) years of increasingly responsible professional municipal planning experience, of which two (2) years should be in a management or supervisory capacity.

Licenses and Certifications:

 Possession of a valid California Driver’s License, to be maintained throughout employment.

PHYSICAL DEMANDS

ENVIRONMENTAL CONDITIONS

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November 2022
FLSA: Non-Exempt

SENIOR BUILDING INSPECTOR

DEFINITION

Under direction, performs the more difficult or responsible commercial, industrial, and complex residential building and construction project inspection duties at various stages of construction, alteration, and repair; provides guidance and training to other inspection staff; ensures building and construction conformance with approved plans and specifications and pertinent local, state, and federal codes, regulations, and ordinances; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives direction from assigned supervisory or management personnel. Exercises technical and functional direction over and provides training to less experienced staff.

CLASS CHARACTERISTICS

This is the advanced journey level classification in the Building Inspector series responsible for performing the most complex work assigned to the series. Incumbents regularly work on tasks which are varied and complex, requiring considerable discretion and independent judgment. Positions in the classification rely on experience and judgment to perform assigned duties. Assignments are given with general guidelines and incumbents are responsible for establishing objectives, timelines, and methods to complete assignments. Work is typically reviewed upon completion for soundness, appropriateness, and conformity to policy and requirements.

 Assigns, compiles, and distributes daily run-sheet for inspection staff and uses discretion as to which level inspector is appropriate for the various inspections.  Provides technical guidance and expertise to less experienced inspection staff in matters related to specialized City codes, permits, complex code applications, and other related areas.  Performs the most difficult and complex inspections of residential, commercial, and industrial buildings at various stages of construction, remodeling, and repair to ensure compliance with all pertinent codes, regulations, ordinances, and plans.
 Reviews building plans and specifications for residential, commercial, and industrial structures for completion and compliance with applicable codes.
 Issues building, plumbing, electrical, and mechanical permits, as well as certificates of occupancy; inspects sites and buildings before construction or alteration to determine practicability of plans, compliance with regulations, and validity of permits.
 Confers with contractors, developers, architects, engineers, homeowners, and the general public on matters pertaining to the building inspection process and code requirements; resolves problems and issues regarding the application or interpretation of codes and regulations.  Prepares and issues correspondence including stop work and correction notices; writes notices of violation or substandard conditions letters to property owners or contractors pursuant to inspections; prepares reports of inspections and work completed; issues citations, as appropriate; maintains records of history of facts for possible legal actions.

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Senior Building Inspector

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 Conducts site checks to evaluate discrepancies between plans, specifications, and work completed; ensures consistency and effectiveness in enforcing building codes; inspects and evaluates work completed at buildings; determines appropriate action in building code violations, code interpretation, permit issuance, and plan check requirements.
 Reviews, updates, and maintains status and records of inspections; inputs information into permit database and spreadsheet software.
 Investigates complaints concerning new construction or work involving building permits, insect or rodent infestation, and other potential violations of health laws, codes, and regulations; explains and interprets codes in settling building and construction disputes.  Observes and complies with City and mandated safety rules, regulations, and protocols.  Performs other duties as assigned.

QUALIFICATIONS

Knowledge of:

 Principles of providing functional direction and training.  Federal, state, and local laws, codes, ordinances, and regulations governing building construction, rehabilitation, alteration, use, and occupancy, including the California Building, Plumbing, and Mechanical Codes, the National Electric Code, and Title 24 of the Americans with Disabilities Act (ADA).
 Principles, practices, methods, and materials of building construction, including familiarity with carpentry, plumbing, electrical, and mechanical trades.  Safety standards and practices in the building construction industry.  Records management and file maintenance procedures.
 Inspection tools.
 Automated and database computer tracking system practices.  Permit request and application procedures.
 Advanced mathematical principles, including algebra, geometry, and trigonometry.  City and department policies, protocols, safety rules and regulations, and safe driving principles and practices.
 Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.
 The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
 Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.

Ability to:

 Plan, organize, and coordinate the work of assigned staff.  Effectively provide staff leadership and work direction.  Apply technical knowledge and follow proper inspection techniques to examine work and materials.  Read and interpret complex plans and specifications for building and related construction and determine compliance of plans with regulations and validity of permits.  Inspect building sites during construction, alteration, or repair, and enforce a wide range of building, zoning, and related codes and regulations.
 Make mathematical computations quickly and accurately.  Maintain professionalism, courtesy, and composure at all times, including stressful situations, and handle disputes and complaints in a calm, courteous, and tactful manner.

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 Maintain accurate records and prepare clear and concise reports and documentation.  Use written and oral communication skills.
 Read and interpret data, information, and documents.
 Analyze and solve problems.
 Observe and interpret situations.
 Learn and apply new information or skills.
 Perform highly detailed work on multiple, concurrent tasks,  Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
 Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.  Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 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 completion of the twelfth (12th) grade, supplemented by college level courses in construction technology, architecture, or a related field.

Experience:
 Four (4) years of experience performing inspections of residential, commercial, and industrial buildings or in building construction at the foreman or contractor level.

Licenses and Certifications:

 Possession of a valid California Driver’s License, to be maintained throughout employment.  Possession of, or successful acquisition within 12 months of appointment, three (3) or more of the following five (5) valid International Code Council (ICC) certifications: Building, Combination, Electrical, Mechanical, and/or Plumbing Inspector.

PHYSICAL DEMANDS

When assigned to an office environment, 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; ability to stand and walk 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.

When assigned to field inspection, must possess mobility to work in changing site conditions; possess the strength, stamina, and mobility to perform light to medium physical work; to sit, stand, and walk on level, uneven, or slippery surfaces; to reach, twist, turn, kneel, and bend, to climb and descend ladders; and to operate a motor vehicle and visit various City sites; vision to inspect site conditions and work in progress.

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carry, push, and pull materials and objects averaging a weight of 40 pounds, or heavier weights, in all cases with the use of proper equipment and/or assistance from other staff.

ENVIRONMENTAL CONDITIONS

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 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 in interpreting and enforcing departmental policies and procedures.

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November 2022
FLSA: Exempt

SENIOR PLANNER

DEFINITION

Under general direction, leads, coordinates, reviews, and performs complex planning activities for current and advance planning within the Development Services Department; performs complex professional, technical, statistical, and analytical duties involving land use or other planning studies for a variety of public or private development projects; provides technical planning, information, and assistance to the Development Services Director, Planning Commission, City Council, developers, contractors, and the general public; performs a variety of technical studies and prepares and presents staff reports; provides complex staff assistance to management staff in areas of expertise; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives general direction from the Planning Manager. Exercises technical and functional direction over and provides training to less experienced staff.

CLASS CHARACTERISTICS

This is the advanced journey level classification in the Planning series responsible for performing the most complex work assigned to the series. Incumbents regularly work on tasks which are varied and complex, requiring considerable discretion and independent judgment. Positions in the classification rely on experience and judgment to perform assigned duties. Assignments are given with general guidelines and incumbents are responsible for establishing objectives, timelines, and methods to complete assignments. Work is typically reviewed upon completion for soundness, appropriateness, and conformity to policy and requirements.

This class is distinguished from the Planning Manager in that the latter has overall responsibility for the management, goals, and objectives of the Planning Division. In addition, the Senior Planner has lesser budgetary, policy, and decision-making authority, and lesser external interfaces on behalf of the division, than the Planning Manager.

➢ Researches, writes, and presents elements of the City's General Plan; prepares and processes amendments to the City's General Plan, specific plans, and zoning ordinances. ➢ Leads, coordinates, reviews, and participates in work being performed by professional employees in data collection, analyses, plan formulation, and implementation of a wide variety of planning and zoning activities.
➢ Explains project requirements, City goals, environmental standards, and regulatory issues; participates in the evaluation of staff performance.
➢ Manages and coordinates the department's compliance with the California Environmental Quality Act; advises and assists other City departments on environmental issues and preparation and processing of environmental documents.
➢ Leads, manages, and coordinates major elements of the City's current or advance planning programs; supervises special planning, zoning, and environmental studies; prepares related reports and findings. ➢ Conducts and participates in the most complex and sensitive planning work.

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Senior Planner

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➢ Makes recommendations on development permits, special use permits, variance, tentative tract maps, residential development permits, planned development permits, and other zoning applications. ➢ Represents the Development Services Department at public meetings and presents planning and zoning matters to the City Council, Planning Commission, and citizen committees. ➢ Coordinates planning activities with other City departments and regional studies with outside agencies. ➢ Confers with departmental managers in reviewing current and proposed projects, work schedules, organization of assignments, and personnel issues.
➢ Evaluates and manages various development projects including major subdivisions, residential developments, and commercial and industrial complexes.
➢ Confers with builders, engineers, contractors, architects, and the public concerning City development policies, procedures, interpretation, and the application of City planning policies, ordinances, and conditions imposed on approved applications.
➢ Assists in making presentations and advising Planning Commissioners and City Council members with respect to community planning issues and problems, pending cases, and the application of established City policies and ordinances.
➢ Observes and complies with City and mandated safety rules, regulations, and protocols. ➢ Performs other duties as assigned.

QUALIFICATIONS

Knowledge of:

➢ Principles of providing functional direction and training. ➢ Principles and practices of leadership.
➢ Principles, procedures, standards, practices, information sources, and trends in the fields of current and advance planning.
➢ Land use, physical design, demographic, environmental, and social/economic concepts as applied to municipal planning.
➢ Comprehensive plans and current planning processes and the development process. ➢ Applicable federal, state, and local laws and regulations, including the Subdivision Map Act, California Environment Quality Act, Surface Mining and Reclamation Act, Local Government Reorganization Act, and National Environmental Policy Act.
➢ Statistical analysis techniques related to municipal planning. ➢ Application, modification, and interrelationships between ordinances, policies, standards, procedures, and practices associated with the planning function.
➢ Terminology, symbols, methods, and techniques used in planning and map drafting. ➢ Local government organization and the functions and practices of a municipal planning unit. ➢ Research methods and statistical techniques and applications. ➢ Project management practices.
➢ Principles of basic mathematics and geometry and their application to planning work. ➢ Methods and techniques of effective technical report preparation and presentation. ➢ Principles and techniques for working with groups and fostering effective team interaction to ensure teamwork is conducted smoothly.
➢ Recordkeeping principles and procedures.
➢ City and mandated safety rules, regulations, and protocols. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.

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➢ The structure and content of the English language, including the meaning and spelling of words , rules of composition, and grammar.
➢ Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.

Ability to:

➢ Plan, organize, assign, coordinate, and review the work of assigned staff; ➢ Effectively provide staff leadership and work direction. ➢ Perform and coordinate technical current, advance, and project-planning activities, such as the collection, analysis, and preparation of reports and recommendations pertaining to complex issues. ➢ Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed.
➢ Understand maps, specifications, census data, site and building plans, graphs, and other statistical data. ➢ Conduct complex planning research projects, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports.
➢ Direct the preparation of visual displays, such as maps, graphs, and statistical charts. ➢ Conduct analyses and make accurate recommendations based on study findings. ➢ Assist in developing and implementing goals, objectives, practices, policies, procedures, and work standards.
➢ Respond to complaints or inquiries from citizens, staff, and outside organizations. ➢ Prepare clear, concise, and complete technical documents, reports, and correspondence. ➢ Perform mathematical calculations.
➢ Establish and maintain a variety of filing, recordkeeping, and tracking systems. ➢ Read, interpret, and record data.
➢ Effectively represent the department and the City in meetings with governmental agencies, commissions, community groups, various business, professional, and regulatory organizations, the media, and in meetings with individuals.
➢ Use tact, initiative, prudence, and independent judgment within general policy and procedural guidelines.
➢ Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments. ➢ Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
➢ Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
➢ 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 a bachelor’s degree from an accredited college or university with major coursework in urban planning, architecture, environmental design, public administration, or a related field.

Experience:
➢ Five (5) years of increasingly responsible professional planning experience, including two (2) years of experience in a lead or supervisory capacity.

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Licenses and Certifications:

➢ Possession of a valid California Driver’s License, to be maintained throughout employment.

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 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 up to 25 pounds.

ENVIRONMENTAL CONDITIONS

Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees m ay interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.

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November 2022
FLSA: Accountant I: Non-Exempt
FLSA: Accountant II: Exempt

ACCOUNTANT I/II

DEFINITION

Under general supervision (Accountant I) or direction (Accountant II), performs a variety of professional accounting duties, including transaction recordation, auditing, analyzing, and verifying financial records and reports, preparing financial and statistical reports, providing information to City staff regarding accounting policies, procedures, and practices, and reconciling general ledger accounts; assists in preparing the City’s annual budgets; prepares accounting reports and schedules; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives general supervision (Accountant I) or direction (Accountant II) from an Accounting Supervisor.

Exercises no direct supervision over staff. Some positions may exercise technical and functional direction over and provide training to less experienced staff.

CLASS CHARACTERISTICS

Accountant I: This is the entry-level classification in the Accountant series. Initially under close supervision, incumbents learn and perform routine professional accounting duties. As experience is gained, assignments become more varied, complex, and difficult; close supervision and frequent review of work lessen as an incumbent demonstrates skill to perform the work independently. Positions at this level usually perform most of the duties required of the positions at the Accountant 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.

Accountant II: This is the fully qualified journey-level classification in the Accountant series. Positions at this level are distinguished from the Accountant I 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 Accountant class series are flexibly staffed; positions at the Accountant II level are normally filled by advancement from the Accountant I level; progression to the Accountant II level is dependent on (i) management affirmation that the position is performing the full range of duties assigned to the classification; (ii) satisfactory work performance; (iii) the incumbent meeting the minimum qualifications for the classification including any licenses and certifications; and (iv) management approval for progression to the Accountant II level.

Positions at the Accountant I level may perform some of these duties and responsibilities in a learning capacity.

 Performs a variety of professional tasks in support of the City’s accounting programs; areas of responsibility include, but are not limited to, transaction recordation, accounts payable, accounts

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receivable, general accounting, budget development, and financial reporting, monitoring, and analysis.  Prepares monthly financial statements, including distributing monthly revenue and expenditure reports to departments; prepares a variety of financial and statistical reports, including annual summaries of revenues, expenditures, and financial projections.
 Prepares journal entries and reconciles general ledger and subsidiary accounts; prepares and processes general ledger transactions and adjustments to budget accounts following Council action; assists in reconciling year-end fund balance reports and forecasting revenues and expenditures.  Analyzes and reconciles expenditure and revenue accounts; reviews and processes appropriation transfer requests between accounts; reconciles bank statements to the general ledger.  Records and maintains appropriate controls for fixed assets, including vehicles; maintains recordation, depreciation, and work in progress schedules; prepares year-end fixed asset schedules; submits reports and spreadsheets to auditors; and periodically reconciles fixed asset and special fund schedules to accounting records.
 Participates in the compilation and preparation of the annual budget, including assisting other departments with budget preparation; provides personnel cost projections and estimated grant revenues and expenditures; monitors expenditures to ensure compliance with adopted budget; assists in publication of the budget document.
 Prepares revenue and expenditure analyses, variance analyses, personnel cost analyses, and budget projections and forecasts; develops revenue estimates; develops financial projections and documents assumptions; assists with development and presentation of recommendations; compiles, drafts, and/or analyzes staff reports and other documents in relation to budget and financial reporting.  Reviews and provides initial authorization for requisitions, purchase orders, and change orders; ensures compliance with City purchasing policies and procedures; resolves issues with requisitions and purchase orders within the City’s financial system.
 Assists in the coordination of annual audits, including conducting a variety of financial analysis and audits of accounts and transactions; prepares various schedules, worksheets, and reports for auditors; assists in the reconciliation and preparation of the Annual Comprehensive Financial Report (ACFR).  Reviews accounting and financial documents to ensure accuracy of information and calculations and makes correcting entries.
 Conducts a variety of analytical studies related to accounting and financial programs, operations, and activities; evaluates alternatives, makes recommendations, and assists with implementation of procedures.
 Prepares a wide variety of financial and statistical reports, including year-end, budgetary, long-term liabilities, and related reports.
 Interprets, explains, and applies general and governmental accounting/auditing principles and procedures, laws, and regulations affecting the financial operations of municipal government.  Maintains financial systems and related databases; troubleshoots issues, performs testing, and makes changes/modifications to enhance the accounting program.  Plans, schedules, prioritizes, and assigns work to less experienced staff, as directed, on a project or daily basis; inspects and evaluates work in progress and upon completion to ensure accounting functions and activities are performed in accordance with established standards and applicable state and federal laws; trains employees in work methods and compliance requirements.  Observes and complies with City and mandated safety rules, regulations, and protocols.  Performs other duties as assigned.

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Accountant I/II

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QUALIFICATIONS

Positions at the Accountant I level may exercise some of these knowledge and abilities statements in a learning capacity.

Knowledge of:

 Operations, services, and activities of a municipal accounting program.  Modern principles, practices, and methods of public and governmental accounting and financing, including program budgeting, general accounting, auditing, and their application to municipal operations.
 General principles and practices of data processing and its applicability to accounting and municipal operations.
 Principles and practices of fund accounting.
 Principles and practices of municipal budget development and monitoring.  Financial analysis and forecasting.
 Recent developments, current literature, and sources of information related to municipal accounting and finance.
 Practices of researching complex accounting and financial issues, evaluating alternatives, making sound recommendations, and preparing and presenting effective staff and technical reports.  Mathematical principles and statistical methods.
 Principles of providing technical and functional direction and training.  Principles and procedures of recordkeeping.
 Applicable federal, state, and local laws, rules, regulations, ordinances, and procedures relevant to assigned area of responsibility.
 City and mandated safety rules, regulations, and protocols.  Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.
 The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
 Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.

Ability to:

 Review, analyze, record, audit, verify, and document a diverse range of financial transactions.  Perform general ledger duties.
 Audit, reconcile, and balance bank statements.
 Analyze financial data and draw sound conclusions.
 Prepare clear, complete, and concise financial statements, reports, and other written correspondence.  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, recordkeeping, and tracking systems.  Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.  Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed.
 Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
 Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.

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Accountant I/II

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 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:
 Accountant I/II: Equivalent to a bachelor's degree from an accredited college or university with major coursework in accounting, finance, business or public administration, or a related field.

Experience:
 Accountant I: Two (2) years of paraprofessional or technical accounting and/or financial experience.  Accountant II: Three (3) years of increasingly responsible professional accounting, budget preparation, or financial analysis experience.

Licenses and Certifications:

 None.

PHYSICAL DEMANDS

ENVIRONMENTAL CONDITIONS

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November 2022
FLSA: Exempt

ACCOUNTING SUPERVISOR

DEFINITION

Under general direction, plans, schedules, assigns, reviews, and supervises the work of staff performing accounting activities and operations within the Finance Division; plans, coordinates, and performs a variety of advanced level and professional accounting functions related to the assigned area of responsibility; assists in preparation of the budget and special projects; coordinates assigned activities with other departments, outside agencies, and the general public; provides highly responsible and complex staff assistance to management staff in areas of expertise; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives general direction from assigned management personnel. Exercises direct supervision over technical and/or administrative staff.

CLASS CHARACTERISTICS

This is the full supervisory-level class in the accounting series that exercises independent judgment on diverse and specialized accounting, payroll, and budget functions with accountability and ongoing decision- making responsibilities associated with the work. Incumbents are responsible for planning, organizing, supervising, reviewing, and evaluating the work of assigned staff and for day-to-day financial processing, reporting and recordkeeping. Incumbents are responsible for providing professional level support to the management in a variety of areas. Performance of the work requires the use of independence, initiative, and discretion within established guidelines.

 Plans, organizes, assigns, supervises, and reviews the work of professional and clerical accounting and payroll staff in the Finance Division; trains staff in work procedures; evaluates employee performance, counsels employees, and effectively recommends initial disciplinary action; assists in selection and promotion; provides or coordinates staff training; works with employees to correct deficiencies; coordinates and approves leave requests; develops and establishes work methods and standards.  Participates in the development of goals, objectives, policies, and procedures for assigned services and programs; recommends and implements policies and procedures including standard operating procedures for assigned operations; participates in the development of accounting systems, control systems, and reporting procedures.
 Monitors activities of the Finance Division work unit; identifies opportunities for improving service delivery and procedures; provides recommendations concerning process changes; reviews with appropriate management staff; implements improvements.
 Coordinates assigned services and operations with other divisions and outside agencies.  Participates in annual budget preparation; identifies resource needs; prepares detailed cost estimates with appropriate justifications; submits budget recommendations; monitors expenditures; advises and consults with management on accounting and budgetary concerns; provides information and recommendations as appropriate.

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Accounting Supervisor

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 Provides staff assistance to management; prepares and presents staff reports and other written materials; supervises the establishment and maintenance of reports, records, and files; ensures the proper documentation of operations and activities.
 Answers questions and provides information to the public; investigates and responds to complaints and inquiries from citizens, other departments, and outside agencies; recommends corrective actions to resolve issues.
 Acts as a liaison to external auditors; coordinates the preparation of external audit materials and assists auditors in the review of financial operations; responds to and resolves questions and requests for information from the auditor.
 Participates in and supervises the maintenance of the general ledger and subsidiary ledgers of various funds; performs year-end review of accounts; prepares adjusting and closing entries and year-end financial statements.
 Prepares and analyzes complex financial reports and statements; notifies departments regarding discrepancies; monitors cash balances in all funds; recommends adjustments as appropriate.  Coordinates, prepares, and reviews transactions in relation to community facilities districts, assessment districts, and long-term debt investments.
 Ensures work is performed in a timely manner and in conformance with established policies, procedures, and regulations; analyzes and implements workflow recommendations; ensures effective internal controls are followed.
 Maintains files, databases, and records related to financial and accounting transactions; prepares a variety of written reports, memoranda, and correspondence.  Represents the City in meetings with members of other public and private organizations, community groups, contractors, developers, and the public.
 Ensures staff observe and comply with all City and mandated safety rules, regulations, and protocols.  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 leadership.
 Principles and techniques for working with groups and fostering effective team interaction to ensure teamwork is conducted smoothly.
 Basic principles and practices of budget administration and monitoring.  Principles and practices of municipal administration, governmental accounting, auditing, budgeting, purchasing, payroll, utility billing, cashiering, investments, accounts receivable, accounts payable, and business license.
 Principles of research, statistical analysis, and report preparation.  Principles and procedures of recordkeeping.
 Applicable federal, state, and local laws, rules, regulations, ordinances, and procedures relevant to assigned area of responsibility.
 City and mandated safety rules, regulations, and protocols.  Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.

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Accounting Supervisor

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Ability to:

 Assist in developing and implementing goals, objectives, practices, policies, procedures, and work standards.
 Select and supervise staff, provide training and development opportunities, ensure work is performed effectively, and evaluate performance in an objective and positive manner.  Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed.
 Identify problems, research and analyze relevant information, and develop and present recommendations and justification for solutions.
 Perform the most complex accounting activities.
 Research, analyze, and evaluate new service delivery methods, procedures, and techniques.  Effectively represent the department and the City in meetings with governmental agencies, community groups, various business, professional, and regulatory organizations, and in meetings with individuals.  Establish and maintain a variety of filing, recordkeeping, and tracking systems.  Respond to complaints or inquiries from citizens, staff, and outside organizations.  Prepare clear, effective, and accurate reports, correspondence, and other written materials.  Maintain accurate logs, records, and written records of work performed.  Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.  Use tact, initiative, prudence, and independent judgment within general policy and procedural guidelines.
 Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 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 a bachelor’s degree from an accredited college or university with major coursework in accounting, finance, business administration, or a related field.

Experience:
 Four (4) years of increasingly responsible professional accounting experience including one (1) year of lead or supervisory experience.

Licenses and Certifications:

 None.

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Accounting Supervisor

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PHYSICAL DEMANDS

ENVIRONMENTAL CONDITIONS

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November 2022
FLSA: Non-Exempt

ACCOUNTING TECHNICIAN

DEFINITION

Under general supervision, performs a variety of technical accounting duties related to the preparation, review, and maintenance of financial and statistical records including accounts payable, payroll, and purchasing; prepares and maintains a variety of accounting schedules, reconciliations, subsidiary journals, and related records; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives general supervision from assigned supervisory or management personnel. Exercises no direct supervision over staff.

CLASS CHARACTERISTICS

This journey level classification is responsible for independently performing technical duties in support of accounts payable, accounts receivable, purchasing, and other accounting related duties. Positions at this level exercise judgment and initiative in their assigned tasks, 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.

 Coordinates and participates in accounting and clerical tasks related to the maintenance of the City's financial record keeping, reporting, and control systems.  Processes purchase orders, invoices, and other claims for payment in accordance with City policies and procedures; ensures timely processing to receive vendor payment discounts; verifies the accuracy of vendor invoices and account numbers; ensures appropriateness of authorizations; reconciles and resolves discrepancies in supporting documentation and vendor invoice errors; processes and coordinates vendor information and payments through ACH transmittal.  Processes accounts receivable invoicing; maintains accounts databases, files, and records.  Assists in the annual budget process and compilation of budget document; creates budget worksheets, statistics, and schedules.
 Prepares a variety of accounting spreadsheets, journal entries, ledgers, and logs; ensures accuracy and compliance with established accounting procedures; tabulates and checks statistical and financial data; prepares periodic financial records and reports.
 Assists with reviewing time sheets submitted by all departments to ensure conformance with appropriate bargaining unit contracts and administrative policies and regulations.  Assists with maintaining payroll records regarding salary changes, retirement, employment tax withholding, fringe benefits, voluntary deductions, leave balances, and other personnel transactions; inputs personnel information and time sheet data.
 Processes stop payment requests and reissues checks; provides assistance to City auditors regarding payroll matters; processes banking service items.
 Processes City CalCard payments and account reconciliation.

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Accounting Technician

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 Performs or participates in data entry of various financial records including purchase orders, invoices, claim forms, and other transactions; generates batch payment registers and verifies batch totals; generates preparation of final warrant registers and signing of payment checks; prepares check reports for City Council ratification.
 Monitors database systems to track each department's purchasing information, including completed purchase orders, open contracts, bid lists, capital items, vendor quotes, and vendor evaluations; monitors department credit purchases, including authorized staff and specific limits; updates and maintains vendors lists.
 Prepares, processes, balances, and reconciles journal vouchers; prepares special and correcting entries.  Advises and assists in soliciting informal bids from reliable and cost-effective sources, as directed; assists in the preparation and execution of the bid process and keeps records of all bids received during the bid process, as required.
 Observes and complies with City and mandated safety rules, regulations, and protocols.  Performs other duties as assigned.

QUALIFICATIONS

Knowledge of:

 General principles and practices of municipal accountancy, purchasing, accounts payable, processing, reconciliation, and related financial transactions.
 Chart of accounts for municipal budgets and cost center coding structure.  Public sector personnel rules, policies, and labor contract provisions.  Practices and procedures of governmental budgeting and accounting.  Methods, practices, documents, and terminology used in processing accounting transactions and in financial record keeping.
 Fundamental accounting and internal control policies and procedures.  Terminology and practices of financial and account document processing and recordkeeping, including accounts payable and accounts receivable.
 Business arithmetic and basic financial and statistical techniques.  General accounting methods and internal control procedures.  Principles and practices of auditing financial documents.  Principles and practices of posting financial transactions to the general ledger.  Methods and techniques of reconciling and balancing financial documents.  General computerized accounting systems and associated practices and procedures for processing accounting information and interpreting input and output data.  Principles and procedures of recordkeeping.
 Applicable federal, state, and local laws, rules, regulations, ordinances, and procedures relevant to assigned area of responsibility.
 City and mandated safety rules, regulations, and protocols.  Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.
 The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
 Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.

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Accounting Technician

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Ability to:

 Understand and carry out written and oral instructions.  Prepare clear and accurate financial records and reports.  Establish and maintain a variety of filing, recordkeeping, and tracking systems.  Perform technical accounting duties in support of general accounting programs.  Verify, interpret, analyze, and reconcile financial data and accounting information; ensure proper authorization and documentation for disbursements.
 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.  Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.  Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed.
 Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
 Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 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 completion of the twelfth (12th) grade.

Experience:
 Two (2) years of increasingly responsible accounting experience.

Licenses and Certifications:

 Some positions require possession of a valid California Driver’s License, to be maintained throughout employment.

PHYSICAL DEMANDS

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Accounting Technician

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ENVIRONMENTAL CONDITIONS

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November 2022
FLSA: Non-Exempt

BUDGET COORDINATOR

DEFINITION

Under general supervision, performs complex accounting and financial analysis; plans and coordinates preparation of the annual City budget; performs a variety of responsible professional administrative, technical, and analytical duties; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives general supervision from assigned supervisory or management personnel. Exercises no direct supervision over staff.

CLASS CHARACTERISTICS

This journey level classification is responsible for independently performing a variety of complex accounting and financial analysis duties. Positions at this level exercise judgment and initiative in their assigned tasks, 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.

 Reviews, researches, analyzes, and prepares portions of the annual proposed and final budgets, including compilation of the annual detailed budget document; prepares salary projections for all departments for the annual budget; coordinates budget preparation processes with staff of various departments; develops recommendations for review.
 Conducts statistical analysis; prepares reports of findings and trends; studies the availability of funds upon request; prepares fund balance projections and reviews with appropriate departments and divisions.
 Assists and guides departmental staff with budget development, administration, and implementation throughout the year to ensure adherence to established budget and financial parameters.  Evaluates, forecasts, and reports expenditures, revenues, and labor-related costing for budget development; serves as a member of the City’s negotiations team and handles all the financial costing for labor proposals.
 Processes purchase orders, invoices, and other claims for payment in accordance with City policies and procedures; ensures appropriateness of authorizations; reconciles and resolves discrepancies.  Prepares accounting spreadsheets, journal entries, and month-end reconciliations.  Provides backup assistance to payroll; assists with reviewing time sheets submitted by all departments to ensure conformance with appropriate bargaining unit contracts and administrative policies and regulations.
 Assists with reconciliation and maintenance of payroll records regarding salary changes, retirement, employment tax withholding, fringe benefits, voluntary deductions, and leave balances; inputs personnel information and time sheet data.

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Budget Coordinator

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 Determines the need to prepare manual checks; answers questions from departments and vendors regarding purchases and invoices; maintains files of purchase orders and related documents.  Enters and processes special vendor transactions, such as wage liens, advances, and other special payments; calculates and manually prepares special payroll transactions and pay checks.  Processes stop payment requests and reissues payroll checks; provides assistance to City auditors on payroll matters; processes all banking services items.
 Monitors a database system to track each department's purchasing information, including completed purchase orders, open contracts, bid lists, capital items, vendor quotes, and vendor evaluations; monitors department credit purchases, including authorized staff and specific limits; updates and maintain vendor lists.
 Ensures accuracy of fiscal information provided to the City Council, the City’s Executive Management Team, all City staff members, and the community.
 Performs research and analysis and prepares reports on various pay and employee benefit proposals for various labor groups.
 Provides lead guidance to technical and administrative staff, as directed.  Complies with City and mandated safety rules, regulations, and protocols.  Performs other duties as assigned.

QUALIFICATIONS

Knowledge of:

 City rules regarding purchasing, accounts payable processing, and related financial transactions.  The City's Chart of Accounts and cost center coding structure.  Pertinent federal, state, and local laws, rules, regulations, and ordinances.  City personnel rules, policies, and labor contract provisions.  Practices and procedures of governmental budgeting and accounting.  Methods, practices, documents, and terminology used in processing accounting transactions and in financial record keeping.
 Fundamental accounting and internal control policies and procedures.  The City's computerized general accounting system and associated practices and procedures for processing accounting information and interpreting input and output data.  City and mandated safety rules, regulations and protocols.  Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.  The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
 Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.

Ability to:

 Perform technical data queries and prepare complex spreadsheets.  Analyze complex payroll, budgeting and finance-related issues.  Identify problems and project and predict consequences of proposed actions and implemented recommendations.
 Research, consolidate, analyze, and convert to simple presentation complex statistical data.

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Budget Coordinator

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 Evaluate and develop improvements in operations, procedures, policies, or methods.  Interpret and apply City policies, procedures, rules, and regulations.  Perform a variety of administrative duties with little or minimal supervision.  Regularly and predictably attend work.
 Follow directions from a supervisor.
 Understand and follow posted work rules and procedures.  Accept constructive criticism.
 Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.  Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 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 completion of the twelfth (12th) grade.

Experience:
 Four (4) years of increasingly responsible professional experience in budget, payroll, accounting, or a related field.

Licenses and Certifications:

 Possession of a valid California Driver’s License, to be maintained throughout employment.

PHYSICAL DEMANDS

ENVIRONMENTAL CONDITIONS

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November 2022
FLSA: Non-Exempt

BUSINESS LICENSE INSPECTOR

DEFINITION

Under general supervision, administers and enforces the City's business license ordinance; conducts field inspections and examines businesses and various sources to ensure compliance; performs audits to verify business license reporting procedures; initiates citation and/or court action in instances of violations; participates in the processing of license applications and issuance of licenses; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives general supervision from assigned supervisory or management personnel. Exercises no direct supervision over staff.

CLASS CHARACTERISTICS

This journey level classification is responsible for independently performing a full range of field inspection and enforcement functions to ensure businesses operate with required licenses. Positions at this level exercise judgment and initiative in their assigned tasks, 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.

 Conducts field inspections to locate individuals and organizations doing business in the City including businesses connected to master meters for purposes of commercial server classification; ensures business owners are in possession of proper licenses.
 Directs individuals to obtain licenses and follows up to ensure compliance; initiates citation and/or court action in instances of violations; appears and testifies in court as needed.  Participates in the processing of license applications and issuance of licenses; provides information on license fees and regulations to applicants; assists applicants in completing forms; collects fees and issues licenses; maintains associated files and records; prepares and sends delinquent notices to businesses for licenses.
 Performs field inspections of businesses in conjunction with SB-205, National Pollutant Discharge Elimination System (NPDES), and Standard Industrial Classification (SIC) Code verification.  Responds to inquiries and/or problems over the phone and in person; makes appointments and directs individuals to appropriate information sources.
 Performs administrative support duties; creates tables, reports, forms, and other documents; operates a variety of office equipment, and accesses various databases.  Locates and contacts new or transferred businesses using information obtained from expired licenses, advertisements, fictitious name filings, phone directories and inquiries, Chamber listings, and County Assessor records; assists with records requests, as directed.

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Business License Inspector

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 Performs field inspections for residential barrel audits noting the size, color, and quantity of barrels; inspects Department of Cosmetology licenses, ice cream trucks, and massage facilities for California Massage Therapy Council certification.
 Investigates possible violations of licensing regulations and endeavors to obtain cooperation and compliance; initiates misdemeanor criminal complaints, after consultation with City prosecutor, against those in violation of City business license ordinances, as directed; collaborates with other agencies and/or departments.
 Enforces commercial refuse non-compliance relating to issuing citations for service interruption due to non-payment.
 Assists the public regarding Municipal Code violations observed while in the field.  Complies with City and mandated safety rules, regulations, and protocols.  Performs other duties as assigned.

QUALIFICATIONS

Knowledge of:

 Municipal tax, business license, and related revenue and control ordinances.  Principles, regulations, and procedures associated with a business license or similar program.  Financial record keeping and basic accounting and math.  Methods and techniques of field inspection.
 National Pollutant Discharge Elimination System (NPDES) and other environmental regulations.  Principles, practices, and techniques of effective communication, persuasion, and conflict resolution.  Safe driving principles and practices.
 City and mandated safety rules, regulations and protocols.  Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.  The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
 Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.

Ability to:

 Learn, apply, and explain principles, regulations, and procedures associated with business license administration or similar programs.
 Conduct field interviews.
 Keep records, prepare reports, and maintain files and documentation.  Make arithmetical calculations quickly and accurately.  Maintain tactfulness and courtesy in explaining City procedures and requirements.  Work confidentially with discretion.
 Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.  Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.

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Business License Inspector

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 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 completion of the twelfth (12th) grade.

Experience:
 Two (2) years of experience involving municipal business licensing processing, inspection, and/or investigation.

Licenses and Certifications:

 Possession of a valid California Driver’s License, to be maintained throughout employment.  Possession of, or successful acquisition within six (6) months of appointment, a valid Certification per California Penal Code Section 832, to be maintained throughout employment.

PHYSICAL DEMANDS

The job involves fieldwork requiring frequent walking in operational areas to identify problems or hazards, with exposure to hazardous materials in some site locations. Employees must possess the ability to lift, carry, push, and pull materials and objects averaging a weight of 40 pounds, or heavier weights, in all cases with the use of proper equipment and/or assistance from other staff.

ENVIRONMENTAL CONDITIONS

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November 2022
FLSA: Non-Exempt

CUSTOMER SERVICE SPECIALIST I/II

DEFINITION

Under immediate (Customer Service Specialist I) or general (Customer Service Specialist II) supervision, performs a variety of responsible customer service functions by telephone and in person; answers questions, provides information, researches problems, performs billing and collections work, receives payments, and issues licenses and permits; handles difficult customer relations situations on delinquent utility accounts; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives immediate (Customer Service Specialist I) to general (Customer Service Specialist II) supervision from assigned supervisory or management personnel. Exercises no direct supervision over staff.

CLASS CHARACTERISTICS

Customer Service Specialist I: This is the entry-level classification in the Customer Service Specialist series. Initially under close supervision, incumbents learn and provide a variety of services to the City's customers by telephone and in person. As experience is gained, assignments become more varied, complex, and difficult; close supervision and frequent review of work lessen as an incumbent demonstrates skill to perform the work independently. Positions at this level usually perform most of the duties required of the positions at the Customer Service Specialist 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.

Customer Service Specialist II: This is the fully qualified journey-level classification in the Customer Service Specialist series. Positions at this level are distinguished from the Customer Service Specialist I 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 Customer Service Specialist class series are flexibly staffed; positions at the Customer Service Specialist II level are normally filled by advancement from the Customer Service Specialist I level; progression to the Customer Service Specialist II level is dependent on (i) management affirmation that the position is performing the full range of duties assigned to the classification; (ii) satisfactory work performance; (iii) the incumbent meeting the minimum qualifications for the classification including any licenses and certifications; and (iv) management approval for progression to the Customer Service Specialist II level.

Positions at the Customer Service Specialist I level may perform some of these duties and responsibilities in a learning capacity.

 Handles customer questions and concerns regarding a variety of basic questions frequently pertaining to utility billing and other services and programs by telephone or in person.

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Customer Service Specialist I/II

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 When assigned to the Finance Division, explains the City's business and animal licensing requirements to customers in person; assists customers in completing applications in person and by mail; inputs animal license applications; determines fees, accepts payments, and issues license receipts.  Conducts research to answer customer inquiries; works with customers to establish payment extensions within authority limits to avoid shut offs and to arrange reconnections of service; inputs extension arrangements to customer account records.
 Receives and processes applications to activate new or terminate utility services; receives and receipts payments.
 Explains the City's animal licensing requirements to customers by telephone and/or in person; assists customers in completing applications in person and/or by mail; data input of animal license applications; and issues license receipts.
 Opens and processes mail and night drop payments; enters utility bill payments received by mail, night drop, or in person within accounting customer database.  Balances cash drawers by revenue type and form of payment; verifies and validates daily cash reports for receipts and permits issued by all City departments; sorts and balances receipts; runs and posts daily cash receipts.
 Generates delinquent notices/tags and lock-offs/reconnects; generates and processes on/off orders for billing.
 Encodes and endorses checks; runs tapes and balances cash drawers; verifies and validates daily cash reports for receipts and permits issued by all City departments; processes return check adjustments and letters.
 Inputs meter switch information and inputs and generates customer service request orders.  Prepares routine customer correspondence in response to inquiries.  Provides back-up for other customer service staff.
 Provides customer service at public counter; monitors and manages the receipt of utility payments via cash register, including online payments, ACH, credit card payments, cash, and checks.  Maintains records and files appropriately.
 Observes and complies with City and mandated safety rules, regulations, and protocols.  Performs other duties as assigned.

QUALIFICATIONS

Positions at the Customer Service Specialist I level may exercise some of these knowledge and abilities statements in a learning capacity.

Knowledge of:

 Standard office practices and procedures.
 Sound business communication practices.
 Laws, regulations, ordinances, codes, rules, policies, and procedures relating to administration of assigned functions and programs.
 City billing and collections policies and procedures.  Basic data processing, bookkeeping, and record keeping practices and procedures.  City and mandated safety rules, regulations, and protocols.

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Customer Service Specialist I/II

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 Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.
 The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
 Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.

Ability to:

 Tactfully and effectively handle sensitive customer relations situations and defuse situations that are highly emotional and volatile.
 Quickly, efficiently, and calmly handle a high volume of customer interactions by telephone and in person.
 Interpret, explain, and apply complex City and state laws and regulations.  Reach sound decisions in accordance with laws, regulations, rules, and policies.  Understand and carry out written and oral instructions.  Prepare clear, accurate, and concise records, reports, and basic correspondence.  Maintain sensitive and confidential information.
 Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
 Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.  Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 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:
 Customer Service Specialist I/II: Equivalent to completion of the twelfth (12th) grade.

Experience:
 Customer Service Specialist I: One (1) year of cashiering work experience involving public contact and customer service-related activities.
 Customer Service Specialist II: Two (2) years of customer service experience involving public contact and accounting clerical work.

Licenses and Certifications:

 Possession of a valid California Driver’s License, to be maintained throughout employment.

PHYSICAL DEMANDS

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Customer Service Specialist I/II

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ENVIRONMENTAL CONDITIONS

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November 2022
FLSA: Exempt

FINANCE OFFICER

DEFINITION

Under general direction, plans, organizes, oversees, coordinates, and manages the staff and operations of the Finance Division, including the accounting and customer service functions of the City; provides complex technical support to the Assistant City Manager in areas of expertise; performs highly complex professional municipal accounting duties including preparing, monitoring, forecasting, and analyzing financial information; functions as a member of the Department's management team; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives general direction from the Assistant City Manager. Exercises direct supervision over supervisory, professional, technical, and administrative support staff.

CLASS CHARACTERISTICS

This is a management classification responsible for planning, organizing, and managing the staff, operations, and activities of the Finance Division. Incumbents are responsible for performing diverse, specialized, and complex work involving significant accountability and decision-making responsibilities, which include division budget administration, program evaluation, and recommendation and implementation of policies, procedures, goals, objectives, priorities, and standards related to accounting, payroll, and budgeting. Incumbents serve as a professional-level resource for organizational, managerial, and operational analyses and studies. Performance of the work requires the use of considerable independence, initiative, and discretion within broad guidelines.

 Plans, manages, and oversees the daily functions, operations, and activities of the Finance Division, including the accounting and customer service functions of the City.  Participates in the development and implementation of goals, objectives, policies, and priorities for the division; recommends within division policy, appropriate service and staffing levels; recommends and administers policies and procedures.
 Participates in the development, administration, and oversight of division budget; determines funding needed for staffing, equipment, materials, and supplies; ensures compliance with budgeted funding; oversees and develops annual and quarterly revenue projections and estimates used in connection with preparation of annual budgets; researches and monitors new revenue sources.  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 and makes recommendations for improvement.  Participates in the selection of, trains, motivates, and evaluates assigned personnel; works with employees to correct deficiencies; recommends and implements discipline and termination procedures.

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Finance Officer

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 Develops and manages requests for proposals for professional and/or contracted services; prepares scope of work and any technical specifications; evaluates proposals and recommends award; negotiates contracts; administers contracts to ensure compliance with City specifications and service quality.  Supervises, participates in, and reviews the work of employees maintaining the City's general ledger and chart of accounts and preparing monthly and annual financial statements and schedules; analyzes, prepares, and reviews journal entries; coordinates monthly and annual closing activities, taking action to ensure the accurate processing and timing of all required accounting transactions to present accurate statements of the City's financial position.
 Oversees cash management initiatives, bank relationships, and day-to-day treasury operations.  Maintains stewardship for financial assets and debt; ensures the maintenance of corporate liquidity and financial stability.
 Manages the City’s investment portfolio and ensures compliance with the City’s investment policy.  Answers staff and department questions about appropriate accounts for charging of expenses; supervises the preparation of periodic financial reports for the City Manager and departments; supervises the reconciliation of accounts and records and the posting of revenues.  Manages the work of employees responsible for cash control, accounts payable and receivable, payroll, and purchasing; manages and participates in ensuring the smooth operations of the general ledger accounting and payroll computer systems.
 Manages the work of employees responsible for utility billing and collections and business license tax billing, collections, and enforcement.
 Establishes and maintains internal control procedures and ensures accounting standards are met.  Participates in completion of work required in connection with the City's year-end audit with outside auditors.
 Participates in preparing the State Controller's Report; obtains data and prepares special schedules and spreadsheets; reviews working papers and schedules prepared by staff for use in report preparation.  Prepares fee and rate schedules and implements changes.  Responds to requests for information and advises City departments, other governmental agencies and the public on City financial and accounting practices, policies, procedures and data.  Prepares and presents staff and agenda 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.  Serves as a liaison for assigned functions with other City departments, divisions, and outside agencies; provides staff support to commissions, committees, and task forces, as necessary.  Attends and participates in professional group meetings; stays abreast of new trends and innovations in finance and budget administration; 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.  Directs the establishment and maintenance of working and official division files.

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Finance Officer

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 Ensures staff compliance with City and mandated safety rules, regulations, and protocols.  Performs other duties as assigned.

QUALIFICATIONS

Knowledge of:

 Administrative principles and practices, including goal setting, program development, implementation, and evaluation, and project 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.  Principles and practices of leadership.
 Principles and techniques for working with groups and fostering effective team interaction to ensure teamwork is conducted smoothly.
 Applicable federal, state, and local laws, regulatory codes, ordinances, and procedures relevant to assigned areas of responsibility.
 Organization and management practices as applied to the development, analysis, and evaluation of programs, policies, and operational needs of the assigned area of responsibility.  Principles and practices of contract administration and management.  Governmental Accounting Standards Board (GASB) and Generally Accepted Accounting Principles (GAAP).
 Principles and practices of general, fund, and governmental accounting including financial statement preparation and methods of financial control and reporting.  Comprehensive Annual Financial Reporting for municipal agencies.  Principles and practices of cost accounting.
 Internal control and compliance audit principles, practices, and methods.  Principles and practices of municipal budgeting.
 Types and sources of municipal revenues and financing.  City functions and associated financial management and reporting issues.  Principles and practices of business data processing particularly related to the processing of accounting and financial information, including applicable software packages.  The operations, requirements, and codes of the City's automated general ledger system.  Techniques for effectively representing the City in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations.  Recent and on-going developments, current literature, and sources of information related to the operations of the assigned division.
 Methods and techniques of preparing technical and administrative reports, and general business correspondence.
 City and mandated safety rules, regulations, and protocols.  Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.  The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
 Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.

Ability to:

 Plan, organize, oversee, and manage the Finance Division staff and operations.

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Finance Officer

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 Develop and implement goals, objectives, practices, policies, procedures, and work standards.  Prepare and administer large and complex budgets; allocate limited resources in a cost-effective manner.
 Provide administrative, management, and professional leadership for the division.  Select and supervise staff, provide training and development opportunities, ensure work is performed effectively, and evaluate performance in an objective and positive manner.  Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed.
 Evaluate and develop improvements in operations, procedures, policies, or methods.  Operate a computer and spreadsheet software; analyze and make sound recommendations on complex financial data and operations.
 Plan and evaluate financial programs and make sound recommendations for improvement.  Understand, interpret, explain, and apply City, state, and federal laws regulating financial accounting, reporting, and record keeping.
 Understand and accurately use the City's Chart of Accounts and schedules of rates and fees.  Develop and implement financial procedures and controls.  Perform complicated mathematical calculations and analyses.  Prepare clear, concise, and comprehensive reports, correspondence, financial statements, policies, procedures, and other written materials.
 Make clear, concise, and persuasive presentations.
 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.
 Direct the establishment and maintenance of a variety of filing, record-keeping, and tracking systems.  Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.  Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 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 a bachelor’s degree from an accredited college or university with major coursework in accounting, finance, business administration, or a related field.

Experience:
 Six (6) years of increasingly responsible experience in the management of public finance, of which three (3) years should be in a management or supervisory capacity.

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Finance Officer

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Licenses and Certifications:

 Possession of a valid California Driver’s License, to be maintained throughout employment

PHYSICAL DEMANDS

ENVIRONMENTAL CONDITIONS

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November 2022
FLSA: Non-Exempt

PAYROLL TECHNICIAN

DEFINITION

Under general supervision, performs a variety of specialized and responsible work in the administration, processing, and distribution of City payroll; provides technical payroll assistance to departments and City staff; coordinates payroll functions with City departments and employees to ensure employees are accurately compensated in accordance with established resolutions, policies, and memoranda of understanding; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives general supervision from assigned supervisory or management personnel. Exercises no direct supervision over staff.

CLASS CHARACTERISTICS

This journey level classification is responsible for independently performing a variety of employee payroll processing functions. Positions at this level exercise judgment and initiative in their assigned tasks, 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.

 Reviews time sheets submitted by departments to ensure conformance with appropriate bargaining unit contracts and administrative policies and regulations; inputs personnel information and time sheet data into the City’s payroll system; compiles payroll data, enters time sheets, and ensures biweekly payroll is processed accurately and in compliance with City policies and procedures.  Processes paystubs and pay checks for City employees via the City’s payroll system; sends paystubs via email; uploads direct deposit and check data to banks; prints payroll checks.  Prepares spreadsheets of payroll liability payments via wire; pays federal and state biweekly taxes online; uploads data online for various payroll liabilities; processes monthly payroll liability general ledger account reconciliations and prepares journal entries as needed.  Prepares payroll cost registers to provide to City Council; prepares federal and state tax payment backup documentation.
 Reconciles CalPERS biweekly payroll data to submit for contribution in PERS online system; makes payments in PERS system once reconciliation is approved.  Prepares and emails biweekly payroll data for part-time employees to each department; prepares and emails various biweekly payroll reports to bargaining unit leadership; emails biweekly payroll overtime reports to Police Department staff.
 Maintains and audits personal leave program records for all employees; distributes balance reports to all City departments each pay period.

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Payroll Technician

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 Prepares and processes retroactive salary and retroactive benefit calculations; prepares and processes payroll adjustments needed from a prior pay period, including timesheet corrections or benefit deduction corrections.
 Responds to various payroll inquiries regarding pay, benefit deductions, or leave accruals, including income verification calculations and reprints of paystubs or W2s.  Prepares garnishments, including responding to the garnishing agency, garnishment calculation, providing documents to employees, and setting up garnishments in the payroll system.  Assists with annual audit by preparing various year-end schedules, payroll accruals, compensated absences, and responding to auditor payroll inquiries and requests for relevant materials and information.
 Coordinates and participates in accounting and clerical tasks related to the maintenance of the City financial record keeping, reporting, and control system, as needed.  Processes monthly reconciliations for invoices paid, including research, code, and data entry.  Prepares and processes quarterly payroll reconciliations (IRS 941 and CA State DE-88) and W-2 forms.  Prepares data file of annual employee benefits for all employees.  Prepares and processes annual payroll reconciliations for W2 forms.  Analyzes and projects statistical data to provide information as needed by management.  Complies with City and mandated safety rules, regulations, and protocols.  Performs other duties as assigned.

QUALIFICATIONS

Knowledge of:

 General principles and practices of accounting, payroll, accounts payable, and related financial transactions.
 General computerized accounting systems and associated practices.  Account reconciliation processes.
 Applicable federal, state, and local laws, regulatory codes, ordinances, and procedures relevant to assigned areas of responsibility including the Fair Labor Standard Act, Public Employment Retirement Laws, City policies, and MOU language for various bargaining units.  Debits, credits, and types of accounts including liability, expense, and assets.  City rules, procedures, and practices governing purchasing, accounts payable processing, and related financial transactions.
 The City's Chart of Accounts and cost center coding structure.  Specialized fund accounting practices and procedures associated with assessment district administration.
 Practices and procedures of governmental budgeting and accounting.  Methods, practices, documents, and terminology used in processing accounting transactions and in financial record keeping.
 Fundamental accounting and internal control practices, policies, and procedures.  The City's computerized general accounting system and associated practices and procedures for processing accounting information and interpreting input and output data.  Principles and practices of sound business communication.  City and mandated safety rules, regulations, and protocols.

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Payroll Technician

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Ability to:

 Verify the accuracy of financial data and information.  Ensure proper authorization and documentation for disbursements.  Analyze, balance, and reconcile financial data and accounts.  Analyze and interpret data and apply and reach sound decisions in accordance with rules, regulations, and department procedures.
 Make calculations and tabulations and review fiscal and related documents accurately and rapidly.  Understand and carry out written and oral instructions.  Prepare clear and accurate financial records and reports.  Read and interpret data, information, and documents.
 Analyze and solve problems.
 Observe and interpret situations.
 Learn and apply new information or skills.
 Perform highly detailed work on multiple, concurrent tasks.  Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.  Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 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 completion of the twelfth (12th) grade, supplemented by specialized course work in accounting or a related field.

Experience:
 Three (3) years of experience in performing payroll, financial, or statistical record keeping duties.

Licenses and Certifications:

 Possession of a valid California Driver’s License, to be maintained throughout employment.

PHYSICAL DEMANDS

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Payroll Technician

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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 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 CONDITIONS

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November 2022
FLSA: Non-Exempt

SENIOR ACCOUNTANT

DEFINITION

Under direction, performs varied and complex professional accounting duties in the analysis, preparation, and maintenance of financial records and reports for various City accounts and funds in conformance with general and governmental accounting practices, policies, and procedures; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives direction from assigned supervisory or management personnel. Exercises technical and functional direction over and provides training to less experienced staff.

CLASS CHARACTERISTICS

This is the advanced journey level classification in the Accountant series responsible for performing the most complex work assigned to the series. Incumbents regularly work on tasks which are varied and complex, requiring considerable discretion and independent judgment. Positions in the classification rely on experience and judgment to perform assigned duties. Assignments are given with general guidelines and incumbents are responsible for establishing objectives, timelines, and methods to complete assignments. Work is typically reviewed upon completion for soundness, appropriateness, and conformity to policy and requirements.

 Classifies and assigns revenues and expenditures to appropriate accounts in accordance with City and grant standards and the City's Chart of Accounts.
 Researches variances in projected revenues and expenditures for various departments and divisions and works with staff to appropriately estimate revenues and expenditures.  Conducts special accounting analyses and prepares a range of supporting schedules and reports; performs more difficult analyses of accounting transactions and schedules involving fund accounting and grant accounting.
 Provides lead support and guidance for the accounting function; troubleshoots problems with accounting system by performing test operations and making changes to modify or enhance the accounting program.
 Researches status of outstanding checks; proofreads accounts payable batches; enters and distributes reversed, voided, hand writes, and canceled general obligation checks.  Explains accounting standards and practices to department staff, departmental budget team members, and accounting technical personnel.
 Coordinates monthly and annual closing activities, taking action to ensure the accurate processing and timing of all required accounting transactions to present accurate statements of the City's financial position; answers staff and department questions about appropriate accounts for charging of expenses.  Maintains and reviews fixed asset and other special fund records and accounts; prepares journal entries for the acquisition and disposal of fixed assets; tracks fixed asset purchases against budget; determines appropriate schedules and calculates and prepares journal entries for fixed asset depreciation; periodically reconciles fixed asset and special fund schedules to accounting records.

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Senior Accountant

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 Prepares and audits accounts for grant agreements and cooperative agreements.  Develops schedules and completes accounting analyses for annual and periodic audits.  Prepares annual State Controller's Report, and a variety of other government reports; obtains data and prepares special schedules and spreadsheets.
 Develops and writes reports using the financial systems software.  Prepares bank reconciliations for all City bank accounts and related journal entries for month-end closing.
 Prepares complex year-end audit schedules for fixed assets and long-term liabilities including pension and OPEB obligations; assists in reconciliation and preparation of the Annual Comprehensive Financial Report (ACFR).
 Observes and complies with City and mandated safety rules, regulations, and protocols.  Performs other duties as assigned.

QUALIFICATIONS

Knowledge of:

 Principles of providing functional direction and training.  Principles, practices, and terminology of general, fund, and governmental accounting, including financial statement preparation and methods of financial control and reporting.  Grant accounting practices and reporting standards.
 Fixed asset accounting and valuation practices.
 Depreciation standards and cost accounting methods and procedures.  Laws and regulations relating to the financial administration of public agencies.  Principles of government financing and bond accounting practices.  Auditing principles and practices.
 Payroll processing principles, rules, and regulations.  Operations and uses of integrated accounting software systems and spreadsheet applications.  City and department policies, protocols, safety rules and regulations, and safe driving principles and practices.
 Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.
 The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
 Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.

Ability to:

 Plan, organize, and coordinate the work of assigned staff.  Effectively provide staff leadership and work direction.  Use integrated accounting, spreadsheet, and database software.  Research and analyze accounting transactions.
 Verify the accuracy of financial data and information.  Ensure proper authorization and documentation for disbursements.  Analyze, post, balance, and reconcile complex financial data and accounts.  Exercise judgment in applying accounting standards.
 Make accurate arithmetic calculations.

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Senior Accountant

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 Prepare clear, concise, and complete financial documents, statements, and reports.  Understand and follow written and oral instructions.
 Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
 Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.  Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 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 a bachelor’s degree from an accredited college or university with major coursework in accounting, finance, business administration, or a related field.

Experience:
 Four (4) years of increasingly responsible professional accounting experience in public finance, including two (2) years in a lead position.

Licenses and Certifications:

 Possession of a valid California Driver’s License, to be maintained throughout employment.

PHYSICAL DEMANDS

ENVIRONMENTAL CONDITIONS

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November 2022
FLSA: Non-Exempt

SENIOR ACCOUNTING TECHNICIAN

DEFINITION

Under direction, performs a variety of complex technical accounting duties related to the preparation, review, and maintenance of financial and statistical records that may include accounts payable, payroll, purchasing; prepares a variety of schedules, reconciliations, and subsidiary journals and records; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives direction from assigned supervisory or management personnel. Exercises technical and functional direction over and provides training to less experienced staff.

CLASS CHARACTERISTICS

This is the advanced journey level classification in the accounting series responsible for performing the most complex work assigned to the series. Incumbents regularly work on tasks which are varied and complex, requiring considerable discretion and independent judgment. Positions in the classification rely on experience and judgment to perform technical accounting duties, and ensure efficient and accurate accounts payable, payroll, accounts receivable, general ledger, and budget reporting for the Finance Division. Assignments are given with general guidelines and incumbents are responsible for establishing objectives, timelines, and methods to complete assignments. Work is typically reviewed upon completion for soundness, appropriateness, and conformity to policy and requirements.

 Plans, organizes, and coordinates the work of assigned staff; coordinates and participates in accounting and clerical tasks related to the maintenance of the City's financial record keeping, reporting, and control system.
 Processes purchase orders, invoices, and other claims for payment in accordance with City policies and procedures; ensures timely processing to receive vendor payment discounts; verifies the accuracy of vendor invoices and account numbers; ensures appropriateness of authorizations; reconciles and resolves discrepancies in supporting documentation and vendor invoice errors.  Prepares a variety of accounting spreadsheets, journal entries, ledgers, and logs; ensures accuracy and compliance with established accounting procedures.
 Processes and coordinates vendor information and payments through ACH transmittal; processes City CalCard payments and account reconciliation.
 Assists with reviewing time sheets submitted by all departments to ensure conformance with appropriate bargaining unit contracts and administrative policies and regulations.  Assists with maintaining payroll records regarding salary changes, retirement, employment tax withholding, fringe benefits, voluntary deductions, leave balances, and other personnel transactions; inputs personnel information and time sheet data.
 Tabulates and checks statistical and financial data; prepares periodic financial records and reports; tracks and maintains financial reporting records of various grants and fixed assets.

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Senior Accounting Technician

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 Processes stop payment requests and reissues checks; provides assistance to City auditors on payroll matters; processes all banking service items.
 Prepares monthly financial and Treasurer’s reports for public posting to website.  Performs or participates in data entry of various financial records including purchase orders, invoices and claims forms, and other transactions; generates batch payment registers and verifies batch totals; generates preparation of final warrant registers and signing of payment checks; prepares check reports for City Council ratification.
 Monitors a database system to track each department’s purchasing information, including completed purchase orders, open contracts, bid lists, capital items, vendor quotes, and vendor evaluations; monitors department credit purchases, including authorized staff and specific limits; updates and maintains vendor lists.
 Prepares, processes, balances, and reconciles journal vouchers; prepares special and correcting entries.  Advises and assists in soliciting informal bids from reliable and cost-effective sources, as directed; assists in the preparation and execution of the bid process and keep records of all bids received during the bid process, as required.
 Observes and complies with City and mandated safety rules, regulations, and protocols.  Performs other duties as assigned.

QUALIFICATIONS

Knowledge of:

 Principles of providing functional direction and training.  General principles and practices of municipal accountancy, purchasing, accounts payable, payroll, processing, reconciliation, and related financial transactions.  Chart of accounts for municipal budgets and cost center coding structure.  Public sector personnel rules, policies, and labor contract provisions.  Practices and procedures of governmental budgeting and accounting.  Methods, practices, documents, and terminology used in processing accounting transactions and in financial record keeping.
 Fundamental accounting and internal control policies and procedures.  Terminology and practices of financial and account document processing and recordkeeping, including accounts payable and accounts receivable.
 Business arithmetic and basic financial and statistical techniques.  General accounting methods and internal control procedures.  Principles and practices of auditing financial documents.  Principles and practices of posting financial transactions to the general ledger.  Methods and techniques of reconciling and balancing financial documents.  General computerized accounting systems and associated practices and procedures for processing accounting information and interpreting input and output data.  Principles and procedures of recordkeeping.
 Applicable federal, state, and local laws, rules, regulations, ordinances, and procedures relevant to assigned area of responsibility.
 City and mandated safety rules, regulations, and protocols.  Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.
 The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.

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Senior Accounting Technician

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 Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.

Ability to:

 Plan, organize, and coordinate the work of assigned staff.  Effectively provide staff leadership and work direction.  Understand and carry out written and oral instructions.  Prepare clear and accurate financial records and reports.  Establish and maintain a variety of filing, recordkeeping, and tracking systems.  Perform technical accounting duties in support of general accounting programs.  Verify, interpret, analyze, and reconcile financial data and accounting information; ensure proper authorization and documentation for disbursements.
 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.  Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.  Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed.
 Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
 Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 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 completion of the twelfth (12th) grade.

Experience:
 Four (4) years of increasingly responsible accounting experience.

Licenses and Certifications:

 None.

PHYSICAL DEMANDS

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Senior Accounting Technician

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materials and objects up to 20 pounds.

ENVIRONMENTAL CONDITIONS

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November 2022
FLSA: Non-Exempt

SENIOR CUSTOMER SERVICE SPECIALIST

DEFINITION

Under direction, performs and leads in conducting a variety of City customer service activities for the Finance Department; assists Customer Service staff in responding to the more complicated requests and billings; resolves customer complaints; serves as a back up to assist customers on the phone and in person; oversees Customer Service staff work and reports; provides basic business license and animal licensing information; assists with computerized billing and other financial systems; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives direction from assigned supervisory or management personnel. Exercises technical and functional direction over and provides training to less experienced staff.

CLASS CHARACTERISTICS

This is the advanced journey level classification in the Customer Service Specialist series responsible for performing the most complex work assigned to the series. Incumbents regularly work on tasks which are varied and complex, requiring considerable discretion and independent judgment. Positions in the classification rely on experience and judgment to perform assigned duties. Assignments are given with general guidelines and incumbents are responsible for establishing objectives, timelines, and methods to complete assignments. Work is typically reviewed upon completion for soundness, appropriateness, and conformity to policy and requirements.

 Receives, answers, analyzes, and resolves complex customer inquiries and complaints.  Receives the public in person or by telephone; posts payments or credits to utility accounts.  Calculates rate estimates, payments, or credits to utility accounts; verifies and corrects errors in billing and service adjustments.
 Records credits and refunds, address changes, service orders, and other account information.  Coordinates billing and service activities including utility and/or general billing information; prepares related reports.
 Provides instruction for software and makes full application of the Enterprise Resource Planning (ERP) system for the purpose of workflow and greater efficiency.  Trains and orients new and existing staff in job skills, use of new tools and equipment, and safety practices and procedures in addition to regular customer service activities.  Assists supervisor in planning and implementing work programs and customer service activities; makes recommendations for improved job procedures and products.  Assists supervisor with accounting and billing job duties and daily deposits, as directed.

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Senior Customer Service Specialist

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 Assists in supervisory duties on supervisor's behalf.  Complies with City and mandated safety rules, regulations, and protocols.  Performs other duties as assigned.

QUALIFICATIONS

Knowledge of:

 Principles of providing functional direction and training.  Basic bookkeeping, financial, and statistical record keeping procedures.  Principles of report writing and correspondence practices.  Telephone techniques and etiquette.
 Laws, regulations, ordinances, codes, rules, policies, and procedures relating to administration of assigned functions and programs.
 City billing and collections policies and procedures.  Utility meters, applicable meter reading functions, and billing calculation processes.  Problem solving techniques.
 Computerized financial and statistical programs.
 City and mandated safety rules, regulations, and protocols.  Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.  The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
 Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.

Ability to:

 Plan, organize, and coordinate the work of assigned staff.  Tactfully and effectively handle sensitive customer relations situations and defuse situations that are highly emotional and volatile.
 Quickly, efficiently, and calmly handle a high volume of customer interactions by telephone and in person.
 Interpret, explain, and apply complex City and state policies, procedures, regulations, and laws.  Reach sound decisions in accordance with laws, regulations, rules, and policies.  Understand and carry out written and oral instructions.  Prepare clear, accurate, and concise records, reports, and basic correspondence.  Maintain sensitive and confidential information.
 Accurately and quickly conduct mathematical transactions.  Conduct and maintain a variety of records, reports, and files.  Perform general technical statistical and accounting work and generate computerized reports.  Analyze financial and statistical records to detect and resolve errors.  Use written and oral communication skills.
 Read and interpret data, information, and documents.
 Analyze and solve problems.
 Observe and interpret situations.
 Learn and apply new information or skills.
 Perform highly detailed work on multiple, concurrent tasks.  Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.

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Senior Customer Service Specialist

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 Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 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 completion of the twelfth (12th) grade.

Experience:
 Three (3) years of experience in customer service, basic accounting, and clerical work, including public contact.

Licenses and Certifications:

 Possession of a valid California Driver’s License, to be maintained throughout employment.

PHYSICAL DEMANDS

ENVIRONMENTAL CONDITIONS

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November 2022
FLSA: Non-Exempt

UTILITY BILLING AND CUSTOMER SERVICE SUPERVISOR

DEFINITION

Under general direction, plans, schedules, assigns, reviews, and supervises the work of staff performing utility billing, licensing, cashiering, and animal licensing services within the Utility Billing Division; plans and coordinates assigned activities with other divisions, departments, outside agencies, and the general public; provides complex staff assistance to management staff in areas of expertise; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives general direction from the Finance Officer. Exercises direct supervision over technical and clerical staff.

CLASS CHARACTERISTICS

This is the full supervisory-level class in the customer service series that exercises independent judgment on diverse and specialized utility billing, business licensing, cashiering and other service activities with accountability and ongoing decision-making responsibilities associated with the work. Incumbents are responsible for planning, organizing, supervising, reviewing, and evaluating the work of staff and for providing technical support to management in a variety of areas. Performance of the work requires the use of independence, initiative, and discretion within established guidelines.

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 qualified employees can perform the essential functions of the job.

 Plans, organizes, assigns, supervises, and reviews the work of staff in the Utility Billing Division including customer service, Business License, cashiering, and animal licensing; trains staff in work procedures; evaluates employee performance, counsels employees, and effectively recommends initial disciplinary action; assists in selection and promotion.  Participates in the development of goals, objectives, policies, and procedures for assigned services and programs; recommends and implements policies and procedures including standard operating procedures for assigned operations.
 Monitors activities of the customer service work unit; identifies opportunities for improving service delivery and procedures; provides recommendations concerning process changes; reviews with appropriate management staff; implements improvements.
 Coordinates assigned services and operations with other divisions and outside agencies.  Participates in annual budget preparation; identifies resource needs; prepares detailed cost estimates with appropriate justifications; monitors expenditures.  Provides staff assistance to management; prepares and presents staff reports and other written materials; supervises the establishment and maintenance of reports, records, and files; ensures the proper documentation of operations and activities.

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Utility Billing and Customer Service Supervisor

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 Answers questions and provides information to the public; investigates and responds to complaints and inquiries from citizens, other departments, and outside agencies; recommends corrective actions to resolve issues; corrects customer accounts to ensure accurate billings or correct erroneous billings.  Maintains monthly balancing and reconciliation of utilities accounts receivable and deposits; ensures the accuracy of the computerized utility billing system; provides accounting information to the Accounting Division; provides information for reports to the State of California and other agencies.  Prepares schedules and account reconciliations for the City independent auditor; responds to inquiries from auditors on matters related to Utility Billing and Cash Management.  Prepares and processes utility billings; coordinates billing data collection with the Public Works Department; reviews delinquent utility billing accounts and recommends appropriate action; supervises and grants payment extensions for delinquent utility accounts; sets schedules for disconnection for nonpayment of invoices; processes and coordinates billing inserts and tag lines.  Assists in the development, evaluation, and modification of work standards, methods, and procedures; meets with staff to identify and resolve problems; monitors workflow.  Prepares journal vouchers and supporting worksheets on refund checks and returned checks; pursues collection on returned items.
 Reviews and monitors various revenue and expenditure accounts for accuracy and budget compliance; reviews salary projection report; approves expenditures.  Reviews daily cash reports and bank deposits and makes corrections as needed.  Maintains files, databases, and records related to financial and customer service transactions; prepares a variety of written reports, memoranda, and correspondence.  Represents the City in meetings with members of other public and private organizations, community groups, contractors, developers, and the public.
 Ensures staff observe and comply with all City and mandated safety rules, regulations, and protocols.  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 leadership.
 Principles and techniques for working with groups and fostering effective team interaction to ensure teamwork is conducted smoothly.
 Basic principles and practices of budget administration and monitoring.  Operational characteristics and activities of Utility Billing, Business Tax, Animal Licensing, and Cashiering;
 Applicable federal, state, and local laws, rules, regulations, and procedures relevant to assigned areas of responsibility.
 Principles and practices of financial record keeping
 City and mandated safety rules, regulations, and protocols.  Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.
 Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.

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Utility Billing and Customer Service Supervisor

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 The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.

Ability to:

 Assist in developing and implementing goals, objectives, practices, policies, procedures, and work standards.
 Select and supervise staff, provide training and development opportunities, ensure work is performed effectively, and evaluate performance in an objective and positive manner.  Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed.
 Identify problems, research and analyze relevant information, and develop and present recommendations and justification for solutions.
 Perform the most complex
 Research, analyze, and evaluate new service delivery methods, procedures, and techniques.  Plan, assign, and coordinate the work of others.
 Research and analyze data, make recommendations, and prepare reports;  Respond to complaints or inquiries from citizens, staff, and outside organizations.  Prepare clear, effective, and accurate reports, correspondence, and other written materials.  Maintain accurate logs, records, and written records of work performed.  Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.  Use tact, initiative, prudence, and independent judgment within general policy and procedural guidelines.
 Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 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 an associate degree with coursework completed in business administration, public administration, accounting, or a related field.

Experience:
 Five (5) years of increasingly responsible experience in customer service or accounting, of which two (2) years should be in a supervisory or lead capacity.

Licenses and Certifications:

 Possession of a valid California Driver’s License, to be maintained throughout employment.

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Utility Billing and Customer Service Supervisor

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PHYSICAL DEMANDS

ENVIRONMENTAL CONDITIONS

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November 2022
FLSA: Exempt

DEPUTY DIRECTOR HUMAN RESOURCES/RISK MANAGER

DEFINITION

Under administrative direction, plans, organizes, oversees, coordinates, and manages the staff and operations of the Human Resources/Risk Management Division including recruitment and selection, benefits administration, employee and labor relations, compliance with labor laws, employee health and safety, organizational training and development, and classification and compensation; coordinates assigned activities with other City departments, officials, outside agencies, and the public; fosters cooperative working relationships among City departments and with intergovernmental, regulatory agencies, and various public and private groups; manages the effective use of division resources to improve organizational productivity and customer service; provides complex and responsible support to the Assistant City Manager in areas of expertise; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives administrative direction from the Assistant City Manager. Exercises direct supervision over professional, technical, and administrative support staff.

CLASS CHARACTERISTICS

This is a management classification responsible for planning, organizing, and managing the staff, operations, and activities of the Human Resources/Risk Management division. Incumbents are responsible for performing diverse, specialized, and complex work involving significant accountability and decision- making responsibilities, which include division budget administration, program evaluation, and recommendation and implementation of policies, procedures, goals, objectives, priorities, and standards related to human resources and risk management. Incumbents serve as a professional-level resource for organizational, managerial, and operational analyses and studies. Performance of the work requires the use of considerable independence, initiative, and discretion within broad guidelines.

 Plans, manages, and oversees the daily functions, operations, and activities of the Human Resources/Risk Management division, including recruitment and selection, personnel administration, benefits, employee relations, risk management, and other related functions.  Participates in the development and implementation of goals, objectives, policies, and priorities for the division; recommends within division policy, appropriate service and staffing levels; recommends and administers policies and procedures.
 Participates in the development, administration, and oversight of division budget; determines funding needed for staffing, equipment, materials, and supplies; ensures compliance with budgeted funding.  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 and makes recommendations for improvement.

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Deputy Director Human Resources/Risk Manager

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 Participates in the selection of, trains, motivates, and evaluates assigned personnel; works with employees to correct deficiencies; recommends and implements discipline and termination procedures.  Develops and manages requests for proposals for professional and/or contracted services; prepares scope of work and any technical specifications; evaluates proposals and recommends award; negotiates contracts; administers contracts to ensure compliance with City specifications and service quality.  Prepares for and assists with labor negotiations; attends meet and confer sessions; prepares proposals for negotiations; ensures accurate costing of proposals submitted by bargaining units in consultation with the Finance Department; drafts appropriate sections of Memoranda of Understanding, resolutions, and transmittals to City Council, as well as changes to compensation plans, merit rules, and administrative procedures for review.
 Evaluates benefit programs and needs of City employees; participates in negotiations with service providers and brokers regarding plans and services that may be provided, considers financial costs and administrative implications, and recommends new or modified benefit offerings and service providers.  Conducts research for employee disciplinary and grievance matters; analyzes Personnel Rules and case history for applicability to issues; prepares correspondence to employees and attorneys; schedules and coordinates communications with appropriate parties.
 Manages risk management programs and services including Workers' Compensation, Unemployment Insurance, safety, and general liability programs; administers settlement agreements and City policies.  Provides counsel to individual employees on workplace issues and advises managers and supervisors in an appropriate manner.
 Prepares and presents staff and agenda 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.  Serves as a liaison for assigned functions with other City departments, divisions, and outside agencies; provides staff support to commissions, committees, and task forces, as necessary.  Attends and participates in professional group meetings; stays abreast of new trends and innovations in human resources and risk management; 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.  Directs the establishment and maintenance of working and official division files.  Ensures staff compliance with City and mandated safety rules, regulations, and protocols.  Performs other duties as assigned.

QUALIFICATIONS

Knowledge of:

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Deputy Director Human Resources/Risk Manager

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 Principles and practices of employee supervision, including work planning, assignment, review and evaluation, and the training of staff in work procedures.  Principles and practices of leadership.
 Principles and techniques for working with groups and fostering effective team interaction to ensure teamwork is conducted smoothly.
 Applicable federal, state, and local laws, regulatory codes, ordinances, and procedures relevant to assigned areas of responsibility.
 Organization and management practices as applied to the development, analysis, and evaluation of programs, policies, and operational needs of the assigned area of responsibility.  Principles and practices of contract administration and management.  Theories, principles, practices, and techniques of public personnel administration including recruitment, testing, and selection, equal employment, employee relations, classification, compensation, job analysis, employee development, and performance planning and evaluation.  Principles and practices of labor relations including labor negotiations, meet and confer process and requirements, and employee discipline and grievance handling.  Employee benefits administration.
 Technical, legal, financial, and public relations challenges associated with the management of human resources programs.
 Practices and procedures for managing, administering, analyzing, adjudicating, and litigating claims.  Theory, principles, practices, and techniques encompassing multiple programs in a comprehensive human resources system.
 Techniques for effectively representing the City in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations.  Recent and on-going developments, current literature, and sources of information related to the operations of the assigned division.
 Methods and techniques of preparing technical and administrative reports, and general business correspondence.
 City and mandated safety rules, regulations, and protocols.  Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.  The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
 Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.

Ability to:

 Plan, organize, oversee, and manage the Human Resources/Risk Management staff and operations.  Develop and implement goals, objectives, practices, policies, procedures, and work standards.  Prepare and administer large and complex budgets; allocate limited resources in a cost-effective manner.
 Provide administrative, management, and professional leadership for the division.  Select and supervise staff, provide training and development opportunities, ensure work is performed effectively, and evaluate performance in an objective and positive manner.  Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed.
 Evaluate and develop improvements in operations, procedures, policies, or methods.  Analyze and make sound recommendations related to complex human resources and risk management issues.
 Maintain confidentiality; exercise tact and diplomacy in dealing with sensitive personnel issues.

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Deputy Director Human Resources/Risk Manager

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 Effectively oversee and perform recruitment and selection, benefits administration, employee and labor relations, labor law compliance, organizational training and development, and classification and compensation functions.
 Analyze, classify, and rate risks, exposure, and loss expectancies; evaluate alternatives and make recommendations on courses of action to mitigate risk and loss to the City.  Effectively represent the City in claims hearings, litigation, and settlement meetings.  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.
 Direct the establishment and maintenance of a variety of filing, record-keeping, and tracking systems.  Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.  Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 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 a bachelor’s degree from an accredited college or university with major coursework in public or business administration, human resources, psychology, or a related field.

Experience:
 Six (6) years of increasingly responsible experience in the management or administration of public sector human resources/risk management programs and services, of which three (3) years should be in a management or supervisory capacity.

Licenses and Certifications:

 Possession of a valid California Driver’s License, to be maintained throughout employment.

PHYSICAL DEMANDS

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Deputy Director Human Resources/Risk Manager

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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 CONDITIONS

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November 2022
FLSA: Non-Exempt

GEOGRAPHIC INFORMATION SYSTEM (GIS)/

INFORMATION TECHNOLOGY SPECIALIST

DEFINITION

Under general supervision, performs technical work in support of the City’s Geographic Information System (GIS) and Computer Aided Design and Drafting (CADD) software; creates and maintains GIS data layers; develops, designs, and creates cartographic maps, displays, drawings, and designs; collaborates with City personnel to discuss GIS and/or CADD requests and generates maps, reports, and related graphic materials; maintains data and GIS databases; provides technical support to the City’s hardware, software, and network systems and peripheral devices; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives general supervision from assigned supervisory or management personnel. Exercises no direct supervision over staff.

CLASS CHARACTERISTICS

This journey level classification is responsible for independently performing technical duties in support of GIS and CADD systems and functions. Positions at this level exercise judgment and initiative in their assigned tasks, 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.

➢ Provides graphic and/or drafting support for City departments and projects by gathering, analyzing, and integrating spatial data to create and design a variety of maps, exhibits, and other graphic materials or produce CADD plans, drawings, and other graphic exhibits. ➢ Receives and responds to user requests for technical assistance; evaluates and defines data needs, project requirements and objectives, and desired output in consultation with end users to develop graphic materials.
➢ Analyzes, updates, integrates, and interprets geospatial data from internal and external sources including but not limited to hard copy maps, engineering drawings, database tables related to boundary locations, subdivision, right of way, easements, and City assets in support of City projects and programs.
➢ Processes, prepares, and digitizes maps and other data and enters information into a variety of GIS software applications.
➢ Develops and maintains a variety of maps from various sources; explains technical information to non- technical staff, including assisting them in accessing, updating, and interpreting GIS information; trains end users on the use and functionality of the GIS system. ➢ Conducts research to identify, acquire, and integrate data from other agencies and organizations into the City’s data library; collects, records, and downloads field data into GIS utilizing Global Positions System (GPS) equipment and software.
➢ Ensures the integrity, quality, and accuracy of a variety of GIS data through routine monitoring of GIS databases and source information.

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GIS/Information Technology Specialist

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➢ Produces freehand drawings and computer graphics and performs general technical design work. ➢ Acts as point of contact for the day-to-day operations of the GIS and/or CADD program; troubleshoots system problems; responds to and resolves inquiries and complaints and escalates problems or issues to the Information Technology Manager as needed.
➢ Develops and designs standards and technical specifications for City-wide GIS systems; coordinates with other IT staff to develop information system solutions. ➢ Stays abreast of new trends and innovations in technology related to GIS and/or CADD operations; researches, recommends, and evaluates new and modified computer hardware and software solutions and technologies; implements improvements; works with staff to maintain, revise, or improve operations and systems.
➢ Maintains user and technical operating instructions and documentation; provides training to users and other technical staff and advises on best practices.
➢ Prepares a variety of written correspondence, reports, procedures, and other materials. ➢ Maintains accurate records and files related to GIS and/or CADD systems, functions, and other work performed.
➢ Provides backup technical assistance to Information Technology Specialists and end users related to computer and network issues; installs, troubleshoots, repairs, and maintains hardware, software, telecommunications, data, computer network, and audiovisual and peripheral equipment as needed. ➢ Observes and complies with City and mandated safety rules, regulations, and protocols. ➢ Performs other duties as assigned.

QUALIFICATIONS

Knowledge of:

➢ Technology, hardware and software, and current applications related to GIS and CADD systems, including database management, mapping and report generation, and desktop publishing systems. ➢ Principles and practices of digitizing, data conversion, data management, and cartography. ➢ Basic GIS and cartography concepts, including map projections. ➢ Principles of mathematics and statistics and their application to GIS and CADD support work. ➢ Researching and reporting methods, techniques, and procedures. ➢ Methods and techniques of effective technical report preparation. ➢ Methods and techniques of GPS data collection and analysis. ➢ Standard drafting techniques.
➢ Standard engineering terminology, symbols, and mathematics. ➢ Basic principles and practices of computer science and information systems. ➢ Basic operational characteristics of network systems. ➢ Principles and procedures of recordkeeping.
➢ Applicable federal, state, and local laws, rules, regulations, ordinances, and procedures relevant to assigned area of responsibility.
➢ City and mandated safety rules, regulations, and protocols. ➢ Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.
➢ The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
➢ Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.

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GIS/Information Technology Specialist

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Ability to:

➢ Install, configure, test, upgrade, and maintain GIS databases. ➢ Create, manipulate, and maintain a comprehensive library of spatial data tables and layers. ➢ Create and modify maps, plans, and illustrative graphics using GIS software. ➢ Prepare a variety of plans, specifications, maps, graphic materials, and technical reports. ➢ Modify topographic maps, plans, and illustrative graphics using GIS software. ➢ Read and interpret maps, drawings, blueprints, civil engineering plans and specifications, and aerial imageries.
➢ Conduct routine research projects, evaluate alternatives, and make sound recommendations. ➢ Perform a variety of technical duties in support of network and computer systems hardware and software.
➢ Utilize a computer, relevant software applications and/or other equipment. ➢ Respond to and identify user computer-related problems; troubleshoot and diagnose problems; and perform maintenance and repair duties for assigned hardware/software. ➢ Establish and maintain a variety of filing, recordkeeping, and tracking systems. ➢ Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments. ➢ Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed.
➢ Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
➢ Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
➢ Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
➢ 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 an associate degree from an accredited college or university with major coursework in earth science, information systems, geography, drafting, or a related field.

Experience:
➢ Two (2) years of experience creating maps and performing spatial analysis using GIS software and/or database management technical support.

Licenses and Certifications:

➢ Possession of a valid California Driver’s License, to be maintained throughout employment.

PHYSICAL DEMANDS

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GIS/Information Technology Specialist

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When assigned to field data collection, must possess mobility to work in changing site conditions; possess the strength, stamina, and mobility to perform light to medium physical work; to sit, stand, and walk on level, uneven, or slippery surfaces; to reach, twist, turn, kneel, and bend, to climb and descend ladders; and to operate a motor vehicle and visit various City sites.

ENVIRONMENTAL CONDITIONS

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November 2022
FLSA: HR Analyst I - Non-Exempt
FLSA: HR Analyst II - Exempt

HUMAN RESOURCES ANALYST I/II

DEFINITION

Under general supervision (Human Resources Analyst I) or direction (Human Resources Analyst II), performs complex and varied technical, professional, and confidential work required to administer human resources programs, including recruitment, job analysis, classification and compensation, benefits administration, training and development, and employee and labor relations functions; performs research and analysis; provides consulting services to City departments related to all aspects of human resources programs and activities; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives general supervision (Human Resources Analyst I) or direction (Human Resources Analyst II) from assigned supervisory or management personnel. Exercises technical and functional direction over and provide training to less experienced staff, as required.

CLASS CHARACTERISTICS

Human Resources Analyst I: This is the entry-level classification in the professional Human Resources Analyst series. Initially under close supervision, incumbents learn and perform routine professional human resources analytic and administrative work. As experience is gained, assignments become more varied, complex, and difficult; close supervision and frequent review of work lessen as an incumbent demonstrates skill to perform the work independently. Positions at this level usually perform most of the duties required of the positions at the Human Resources Analyst 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.

Human Resources Analyst II: This is the fully qualified journey-level classification in the professional Human Resources Analyst series. Positions at this level are distinguished from the Human Resources Analyst I 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 Human Resources Analyst I/II classifications are flexibly staffed; positions at the Human Resources Analyst II level are normally filled by advancement from the Human Resources Analyst I level; progression to the Human Resources Analyst II level is dependent on (i) management affirmation that the position is performing the full range of duties assigned to the classification; (ii) satisfactory work performance; (iii) the incumbent meeting the minimum qualifications for the classification including any licenses and certifications; and (iv) management approval for progression to the Human Resources Analyst II 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.

Positions at the Human Resources Analyst I level may perform some of these duties and responsibilities in a learning capacity.

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 Coordinates and implements recruitment processes for City departments; confers with departments to ascertain departmental needs; coordinates and/or produces recruitment flyers and position announcements; conducts outreach activities; screens resumes and applications; identifies qualified applicants to advance in the selection process.
 Organizes and administers oral and written examinations including compiling test scores, preparing eligibility lists and candidate information, coordinating and/or conducting interviews, assisting 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.  Presents job offers; coordinates background and reference checks; schedules pre-employment testing and ensures all components of pre-employment processing is completed within a timely manner.  Conducts new employee on-boarding including benefits orientations; reviews and approves health enrollment forms and supporting documents; maintains and enters data into appropriate database programs.
 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.  Assists with labor negotiations; attends meet and confer sessions; conducts salary studies; researches salary and benefit information for use in the collective bargaining process, budget preparation, and cost analysis.
 Plans and performs a variety of administrative and analytical work related to the provision and maintenance of employee benefit programs including health, dental, vision, COBRA, retirement, long- term disability, and deferred compensation; acts as liaison between employees, insurance carriers, and California Public Employees’ Retirement System (CalPERS) to resolve problems and answer questions; coordinates employee wellness programs; reviews and resolves billing errors and discrepancies; coordinates with payroll to correct coverage issues.  Determines employee benefit eligibility; advises and assists employees with changes due to qualifying events; participates in the planning and coordination of the annual open enrollment process and employee health fair; explains benefit options and/or provides resources and referrals to appropriate contact;
 Prepares and processes personnel actions; processes payroll changes into the human resources information system (HRIS) database.
 Assists employees and management with the interpretation and correct application of City policies, procedures, and programs; provides advice and assistance regarding employment issues; provides information to employees regarding Family Medical Leave Act (FMLA) benefits, including correspondence regarding status/approval; conducts employee exit meetings; reviews and explains continuing benefits and/or end of coverage.
 Assists in the administration of workers’ compensation claims to determine course of action; submits claims; participates in file reviews and claims discussions; coordinates Department of Transportation (DOT) random drug and alcohol testing in connection with a third-party administrator.  Assists in coordination of 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 aids and other materials as necessary; maintains training logs and records of completion.  Makes recommendations for the development and revision of human resources documents, procedures, and forms; assists in the development of policies, regulations, and procedures.  Ensures and maintains the accuracy of position control.

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Human Resources Analyst I/II

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 Conducts special research assignments, gathers data, and prepares reports for consideration by management or special committees; conducts surveys and compiles data on administrative, human resources, and operational problems or issues.
 Consults with supervisors regarding personnel related issues, needs, and services; investigates employee complaints.
 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 and participates in professional group meetings; monitors legal and regulatory changes and court decisions which may affect human resources and risk management; recommends procedural changes to comply with mandated requirements.
 Provides technical and function on a project or daily basis, as required; participates in planning, assigning, reviewing, and providing training to less experienced staff.  Observes and complies with City and mandated safety rules, regulations, and protocols.  Performs other duties as assigned.

QUALIFICATIONS

Knowledge of:

Positions at the Human Resources Analyst I level may exercise some of these knowledge and abilities statements in a learning capacity.

 Principles of providing functional direction and training.  Principles, practices, and techniques of human resources administration in a public agency setting, including recruitment and selection, job analysis and classification, compensation analysis and administration, benefits administration, compliance with labor laws, training and development, employee and labor relations, including negotiations and the interpretation of collective bargaining agreements, payroll, and risk management.
 Applicable federal, state, and local laws, regulatory codes, ordinances, and procedures relevant to assigned area of responsibility.
 Techniques for collecting, interpreting, and reporting complex and technical data and information.  Recent and on-going developments, current literature, and sources of information related to the operations of the assigned programs.
 Complex arithmetic and statistical techniques.
 Business letter writing and the standard format for reports and correspondence.  Recordkeeping principles and procedures.
 City and mandated safety rules, regulations, and protocols.  Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.
 The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
 Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.

Ability to:

 Plan, organize, and coordinate the work of assigned staff.  Effectively provide staff leadership and work direction.

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 Conduct complex research projects on a wide variety of human resources topics, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports.  Analyze, interpret, summarize, and present technical information and data in an effective manner.  Assist employees with completion of a variety of benefit, payroll, and other human resources forms and changes.
 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.
 Provide management and staff with guidance and counsel on matters related to assigned human resources programs.
 Effectively represent the department and the City in meetings with governmental agencies, contractors, vendors, labor groups, and various businesses, professional, regulatory, and legislative organizations, and individuals.
 Maintain confidentiality of sensitive personal information of applicants, employees, former employees, and other matters affecting employee relations.
 Ensure sensitive employee situations are dealt with utilizing compassion and tact.  Prepare effective reports, presentations, and outreach materials including recruitment and training materials, staff reports, and a variety of correspondence.  Maintain accurate files and records.
 Independently organize work, set priorities, meet critical deadlines, and follow-up on assignment.  Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
 Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 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:
 Human Resources Analyst I/II: Equivalent to a bachelor’s degree from an accredited college or university with major coursework in human resources management, public or business administration, psychology, or a related field.

Experience:
 Human Resources Analyst I: Three (3) years of professional human resources, payroll, and/or benefits related administrative experience.
 Human Resources Analyst II: Five (5) years of increasingly responsible experience in human resources, risk management, or public administration in a local government setting.

Licenses and Certifications:

 Possession of a valid California Driver’s License, to be maintained throughout employment.

PHYSICAL DEMANDS

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ENVIRONMENTAL CONDITIONS

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November 2022
FLSA: Non-Exempt

HUMAN RESOURCES TECHNICIAN

DEFINITION

Under general supervision, performs a variety of paraprofessional human resources work in the areas of recruitment and selection, employee benefits administration, processing of personnel transactions, and conducting employee orientation and termination processes; performs a variety of recordkeeping, administrative, and technical support activities in support of the City's human resources and risk management functions; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives general supervision from assigned supervisory or management personnel. Exercises no direct supervision over staff.

CLASS CHARACTERISTICS

This journey level classification is responsible for independently performing the full range of technical work in support of recruitment and selection, employee benefits administration, processing of personnel transactions, and conducting employee orientation and termination processes as well as performance of a variety of recordkeeping, administrative, and technical support activities in support of the City's human resources and risk management functions. Positions at this level exercise judgment and initiate in their assigned tasks, 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.

 Provides support and assistance at the information counter; answers main telephone line and assists individuals or routes calls as appropriate; assists in-person visitors.  Participates in implementing a wide variety of human resources programs including recruitment and selection, employee benefits administration, processing of personnel transactions, conducting employee orientation and termination processes, and/or other related functions.  Generates, processes, tracks, reviews, and maintains a variety of personnel transactions such as salary increases, new hires, promotions, additional pays, leaves of absence, disciplinary actions, and employee separations; audits personnel transactions processed for accuracy and timeliness.  Assists with recruitment and selection activities; inputs, tracks, and updates data and documents for prospective job candidates; contacts job candidates to undergo pre-employment processing; performs employment verifications and reference checks; schedules appointments for candidate fingerprinting, pre-employment medical exams, and completing additional documents; contacts hiring departments regarding status of new hires; schedules new hire onboarding and orientation processes; scans and uploads related personnel documents; assists candidates with pre-employment paperwork; answers related questions.
 Assists with the administration of employee benefit programs including health, dental, vision, short term disability, long term disability, life insurance, flexible benefits, and California Public Employees’ Retirement System (CalPERS) retirement for eligible active and retired employees in accordance with City and government rules, regulations, and standards; administers the continuation of health insurance pursuant to the provisions of the Consolidated Omnibus Budget Reconciliation Act (COBRA);

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Human Resources Technician

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participates in planning, organizing, and coordinating the City's annual open enrollment program and related activities; performs billing and reconciliation activities.  Tracks and follows-up on employee required licenses, certifications, and performance evaluation documents; monitors probationary periods and sends notifications to supervisors.  Provides appropriate information and assistance in person, on the phone, and through email communication by answering questions and providing information regarding human resources and risk management programs; assists employees with questions.
 Participates in planning and executing special human resources projects, programs, and training, as assigned; coordinates and integrates program services and activities with other agencies and City departments.
 Assists in the completion of salary and fringe benefits surveys; assists in research, data compilation, and preparation of reports and spreadsheets.
 Tracks and maintains expenditure records for multiple budgets/accounts; prepares invoices for approval and payment.
 Provides general administrative support including preparing correspondence, memoranda, and reports, ordering office supplies, performing data entry, and maintaining schedules and records; organizes and maintains various administrative, confidential, reference, and follow-up files; creates and maintains a variety of files; purges files as required.
 Observes and complies with City and mandated safety rules, regulations, and protocols.  Performs other duties as assigned.

QUALIFICATIONS

Knowledge of:

 Basic principles and practices of the human resources function in a public agency setting.  Applicable federal, state, and local laws, regulatory codes, ordinances, and procedures relevant to assigned areas of responsibility.
 City policies, procedures, personnel rules, and labor contract provisions related to recruitment, selection, classification, compensation, and benefits administration.  Administrative policies relating to wage and hour issues, hiring, and other personnel actions.  Methods, techniques, and practices of data collection and basic report writing.  Business letter writing and standard writing practices for correspondence.  Recordkeeping and filing principles, practices, and procedures.  Business mathematics.
 Effective interpersonal relations.
 City and mandated safety rules, regulations, and protocols.  Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.
 The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
 Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.

Ability to:

 Interpret, apply, explain, and ensure compliance with applicable federal, state, and local laws, rules, regulations, policies, and procedures of human resources administration, payroll processing, employee

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Human Resources Technician

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recordkeeping functions, basic employee benefits processes, and labor agreements.  Exercise tact and diplomacy in dealing with sensitive, complex, and confidential personnel issues and employee situations.
 Maintain confidentiality of sensitive personal information of applicants, employees, former employees, and other matters affecting employee relations.
 Assist employees with completion of a variety of benefit, payroll, and other human resources forms.  Perform accurate arithmetic and statistical computations.  Maintain accurate and confidential human resources records.  Review human resources documents for completeness and accuracy.  Review and reconcile employee benefit records.
 Compose correspondence and reports independently or from brief instructions.  Understand and follow written and oral instructions.
 Establish and maintain a variety of filing, recordkeeping, and tracking systems for assigned projects.  Prepare clear and concise reports, correspondence, and other written materials.  Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
 Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.  Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 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 completion of the twelfth (12th) grade.

Experience:
 Three (3) years of increasingly responsible office administrative experience including familiarity with onboarding and employee benefits administration.

Licenses and Certifications:

 None.

PHYSICAL DEMANDS

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Human Resources Technician

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ENVIRONMENTAL CONDITIONS

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November 2022
FLSA: Exempt

INFORMATION TECHNOLOGY MANAGER

DEFINITION

Under general direction, plans, organizes, oversees, coordinates, and manages the staff and operations of the Information Technology Division, including the acquisition, implementation, and maintenance of a diverse range of applications, hardware and software, network, server, security, and telecommunication systems, infrastructure, and equipment; manages the GIS team; provides effective and innovative technology support to meet the business needs and goals of the City; manages the effective use of division resources to improve organizational productivity and customer service; provides complex and responsible support to executive management in areas of expertise; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives general direction from the Assistant City Manager. Exercises direct supervision over technical staff.

CLASS CHARACTERISTICS

This is a management classification responsible for planning, organizing, and managing the staff, operations, and activities of the Information Technology Division. Incumbents are responsible for performing diverse, specialized, and complex work involving significant accountability and decision- making responsibilities, which include division budget administration, program evaluation, and recommendation and implementation of policies, procedures, goals, objectives, priorities, and standards related to information technology and management information systems. Incumbents serve as a professional-level resource for organizational, managerial, and operational analyses and studies.

Performance of the work requires the use of considerable independence, initiative, and discretion within broad guidelines.

 Plans, manages, and oversees the daily functions, operations, and activities of the Information Technology Division, including the acquisition, implementation, and maintenance of a diverse range of applications, hardware and software, network, server, security, and telecommunication systems, infrastructure, and equipment.
 Participates in the development and implementation of goals, objectives, policies, and priorities for the division; recommends within division policy, appropriate service and staffing levels; recommends and administers policies and procedures.
 Analyzes incident reports and help desk statistics and recommend appropriate remedial action including equipment replacement schedules, modification of technology standards, and training programs;  Participates in the development, administration, and oversight of division budget; determines funding needed for staffing, equipment, materials, and supplies; ensures compliance with budgeted funding.  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

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monitors workload, administrative and support systems, and internal reporting relationships; identifies opportunities and makes recommendations for improvement.  Participates in the selection of, trains, motivates, and evaluates assigned personnel; works with employees to correct deficiencies; recommends and implements discipline and termination procedures.  Develops and manages requests for proposals for professional and/or contracted services; prepares scope of work and any technical specifications; evaluates proposals and recommends award; negotiates contracts; administers maintenance and support contracts to ensure compliance with City specifications and service quality; researches, hires, and manages consultants.  Supervises and performs difficult or complex technical support in the installation, configuration, maintenance, and upgrade of computers, mobile devices, radio and communication systems and equipment, server infrastructure, and network systems, hardware, software, peripherals, and related equipment.
 Confers with City managers and employees regarding current and anticipated information systems requirements and the feasibility of alternative conceptual approaches to meeting requirements; develops and recommends short- and long-term plans for hardware and software upgrades; works with City managers to prioritize hardware and software upgrades; establishes hardware and software standards to meet the technology needs for the City.
 Serves as project manager for assigned projects, including overseeing project progress and reporting, assigning and delegating assignments to assigned staff, gathering user and systems requirements, working with vendors, contractors, project managers, and other project staff, installing, configuring, testing, and providing general technical support, and developing technical and user documentation.  Supervises responses to major systems incidents to ensure an expedient response and resolution; maintains communication with all stakeholders on status; identifies underlying problems causing incidents, and designs, proposes, and implements resolutions.  Gathers and analyzes system performance metrics and data; develops reports and recommendations for changes and improvements to ensure efficient and quality service delivery.  Prepares and presents staff and agenda 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.  Serves as a liaison for assigned functions with other City departments, divisions, and outside agencies; provides staff support to commissions, committees, and task forces, as necessary.  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.  Directs the establishment and maintenance of working and official division files.  Ensures staff compliance with City and mandated safety rules, regulations, and protocols.  Performs other duties as assigned.

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QUALIFICATIONS

Knowledge of:

 Administrative principles and practices, including goal setting, program development, implementation, and evaluation, and project 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.  Principles and practices of leadership.
 Principles and techniques for working with groups and fostering effective team interaction to ensure teamwork is conducted smoothly.
 Applicable federal, state, and local laws, regulatory codes, ordinances, and procedures relevant to assigned areas of responsibility.
 Organization and management practices as applied to the development, analysis, and evaluation of programs, policies, and operational needs of the assigned area of responsibility.  Principles and practices of contract administration and management.  Advanced principles and practices of developing and managing information technology server infrastructure, communication systems, and associated hardware and software.  Advanced principles and practices of network and information system design, analysis, testing, and security administration.
 Information, business and telecommunication system designs, applications, programming, and backup.  Advanced principles and practices of enterprise software implementation and management.  Advanced data management theory, principles, and practices and their application to a wide variety of services and programs.
 Industry best practices of information technology strategic plan development, establishment of standards, and security management and internal control.  Advanced methods and techniques of developing and implementing security systems protocols and standards, identifying and assessing security threats and violations, and developing response and mitigation strategies.
 Techniques for effectively representing the City in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations.  Recent and on-going developments, current literature, and sources of information related to the operations of the assigned division.
 Methods and techniques of preparing technical and administrative reports, and general business correspondence.
 City and mandated safety rules, regulations, and protocols.  Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.  The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
 Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.

Ability to:

 Plan, organize, oversee, and manage the Information Technology Division staff and operations.  Develop and implement goals, objectives, practices, policies, procedures, and work standards.  Prepare and administer large and complex budgets; allocate limited resources in a cost-effective manner.
 Provide administrative, management, and professional leadership for the division.

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 Select and supervise staff, provide training and development opportunities, ensure work is performed effectively, and evaluate performance in an objective and positive manner.  Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed.
 Evaluate and develop improvements in operations, procedures, policies, or methods.  Organize, manage, implement, and maintain efficient and effective information technology programs to ensure the reliability, integrity, and security of City information systems and infrastructure.  Identify information technology issues and opportunities, conduct complex research projects, visualize and present data for both qualitative and quantitative content, evaluate alternatives, make sound recommendations, and prepare effective reports.
 Prepare clear and concise technical documentation, information technology policies and procedures, staff reports, and other written materials.
 Plan and coordinate complex IT projects, through identification of priorities and establishment of deadlines for project completion.
 Identify technology innovations and solutions that can be applied successfully within the City to drive strategic and operational goals.
 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.
 Direct the establishment and maintenance of a variety of filing, record-keeping, and tracking systems.  Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.  Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 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 a bachelor’s degree from an accredited college or university with major coursework in computer science, management information systems, or a related field.

Experience:
 Six (6) years of increasingly responsible experience in the management or administration of complex information technology systems and infrastructure, including three (3) years in a management or supervisory capacity.

Licenses and Certifications:

 Possession of a valid California Driver’s License, to be maintained throughout employment.

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PHYSICAL DEMANDS

ENVIRONMENTAL CONDITIONS

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November 2022
FLSA: Non-Exempt

INFORMATION TECHNOLOGY SPECIALIST

DEFINITION

Under general supervision, performs a variety of technical and specialized duties related to the installation, operation, maintenance, and repair of computer hardware and software systems and equipment; sets up, maintains, troubleshoots, and repairs a variety of information systems including networks, servers, peripherals, operating systems, user applications, telecommunication, and audiovisual equipment in support of Citywide information technology programs, functions, and end users; receives and responds to requests for assistance; assesses user training needs and trains users in effective use of applications and equipment; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives general supervision from the Information Technology Manager. Exercises no direct supervision over staff.

CLASS CHARACTERISTICS

This journey level classification is responsible for independently performing technical duties in support of the City’s information technology programs, functions, and end users. Positions at this level exercise judgment and initiative in their assigned tasks, 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.

 Performs a variety of specialized and technical end-user support duties; creates and modifies user accounts; serves as first responder to user problems and issues; diagnoses and resolves issues; collaborates with other information technology staff and/or third-party vendors to resolve complex problems.
 Performs responsibilities according to the IT Department’s defined processes and procedures and Service Level Agreements (SLAs).
 Monitors all open incidents, regardless of assignment.  Installs, configures, and upgrades desktop computers and associated hardware and software across disparate platforms; loads and tests specialized applications and security devices; ensures connectivity to network and communication systems.
 Installs, configures, and maintains network hardware, software, peripherals, and devices, including but not limited to routers, interfaces, wireless access points, servers, virtual private networks, and firewalls, for functionality and security.
 Performs a variety of technical tasks in support of physical and virtual sever infrastructures, including installing, configuring, maintaining, and monitoring hardware and software upgrades and security to ensure effective server performance; performs server maintenance checks and back-ups.  Installs, configures, maintains, troubleshoots, and monitors telecommunications systems including voice, data, and audiovisual communications infrastructure and equipment.  Videotapes and telecasts City Council meetings, special meetings, and other meetings as necessary.

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Information Technology Specialist

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 Researches, orders, sets up, troubleshoots, and maintains cellular/mobile devices.  Maintains and supports active directory servers and services by adding, removing, and/or editing users; creates access rights for users and user groups; sets up and maintains security through proper configuration and system access monitoring; sets up and maintains group policies.  Develops, monitors, and maintains City website and social media design and content, accessibility, and architecture in compliance with City design and content standards and federal, state, and local regulations; ensures proper functioning of links to website content, forms, surveys, and related materials.
 Assists with the installation and operation of technical audio/visual systems and equipment including those related to presentations and productions and receiving/recording and distribution.  Assists with the request for proposal process, as directed; provides cost analysis and input to scope of work; recommends equipment and/or software purchases.
 Coordinates with vendor representatives to resolve problems with system applications and with troubleshooting, repair, and maintenance; works with software providers to accomplish specific maintenance and modifications.
 Sets up, configures, and tests backup systems.
 Stays abreast of current trends and developments in the field of computer software programs and networking systems on a variety of hardware operating systems.  Develops training materials, including tutorials, documentation, workflows, and instructional manuals for system use.
 Researches and provides recommendations for the purchase of hardware, software, and related information technology solutions.
 Observes and complies with City and mandated safety rules, regulations, and protocols.  Performs other duties as assigned.

QUALIFICATIONS

Knowledge of:

 Principles, practices, methods and techniques of providing technical support and training to end users.  Operational characteristics of computer, network, server, and communication systems, hardware, software, and peripheral equipment.
 Principles, practices, methods, and techniques of troubleshooting, diagnosing, and resolving computer, network, server, and communication systems hardware, software, and peripheral equipment issues.  Methods and techniques of eliciting information and performing diagnostic procedures on technology systems.
 Software applications used by the City and in the industry.  Applications and functions of computer hardware, software, and peripheral devices.  Security and monitoring devices and procedures necessary to maintain the integrity and security of data.
 Principles and practices of website design and architecture, as well as accessibility compliance requirements.
 Operational characteristics of audio-visual equipment.  Principles and practices of developing and maintaining technical documentation, files, and records.  Principles and procedures of recordkeeping.
 Applicable federal, state, and local laws, rules, regulations, ordinances, and procedures relevant to assigned area of responsibility.

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 City and mandated safety rules, regulations, and protocols.  Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.
 The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
 Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.

Ability to:

 Perform a variety of technical support functions in the installation, evaluation, configuration, operation, troubleshooting, and maintenance of computers, hardware, software, servers, network and data communication, security, audiovisual, and/or website, and other related technologies and equipment.  Provide technical support to a diverse range of technology systems, hardware and software.  Install and configure desktop computers, associated hardware/software and peripherals, and connect to network systems.
 Communicate technical issues clearly to non-technical customers.  Prepare clear, concise, and accurate documentation, user guides, reports of work performed, and other written materials.
 Establish and maintain a variety of filing, recordkeeping, and tracking systems.  Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.  Understand, interpret, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed.
 Use tact, initiative, prudence, and independent judgment within general policy, procedural, and legal guidelines.
 Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 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 a bachelor’s degree from an accredited college or university with major coursework in computer science, management information systems, or a related field.

Experience:
 Two (2) years of experience providing technical support to desktop computer hardware and software systems.

Licenses and Certifications:

 Possession of a valid California Driver's License, to be maintained throughout employment.

PHYSICAL DEMANDS

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Information Technology Specialist

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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 or calculator and to operate standard office equipment.

ENVIRONMENTAL CONDITIONS

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November 2022
FLSA: Non-Exempt

ANIMAL SERVICES OFFICER

DEFINITION

Under general supervision, conducts field patrols and enforces state laws and regulations and local ordinances regarding stray, dangerous, domestic, and wild animals, and other nuisance complaints; ensures public safety by capturing, transporting, and caring for wild, vicious, and/or injured animals; provides information to the public on regulations regarding the care and control of animals; participates in the care and feeding of animals; and performs related work as required.

SUPERVISION RECEIVED AND EXERCISED

Receives general supervision from assigned supervisory or management personnel. Exercises no direct supervision over staff.

CLASS CHARACTERISTICS

This journey level classification is responsible for independently providing care for impounded animals and assisting in the maintenance and operation of the animal shelter. Positions at this level exercise judgment and initiative in their assigned tasks, 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.

 Conducts field patrols and enforces state laws and regulations and local ordinances regarding stray, dangerous, domestic, and wild animals, and other nuisance complaints; investigates complaints from the public and other agencies regarding nuisance, stray, uncontrolled, dangerous, wild, or diseased animals.
 Evaluates animal bites; arranges for proper identification and quarantining of animals; approves and monitors home quarantine of biting animals.
 Explains laws and regulations to the public relating to the care and control of animals, filing of complaints, and the operations and responsibilities of the animal shelter.  Issues citations for violations of applicable regulations; testifies in court regarding citations, actions taken, and the disposition of complaints.
 Patrols assigned areas in City vehicles; captures wild, stray, and unlicensed animals for impounding; removes dead animals from public and private property; transports injured animals.  Uses humane traps, snares, animal control tools, and monitoring devices.  Identifies symptoms of common animal diseases and recommends veterinary medical care, isolation, or euthanasia.
 Releases impounded animals to owners; euthanizes ill, injured, unwanted or aged animals, participates in the care and feeding of animals.
 Assists other agencies and City departments by responding to animal control claims and inquiries.

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Animal Services Officer

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 Advises, counsels, and instructs others regarding common animal behaviors and safe care and handling procedures.
 Prepares field reports and maintains activity records; collects licensing and user fees when providing customer counter support.
 Provides guidance to temporary work release and volunteer staff, as assigned.  Complies with City and mandated safety rules, regulations, and protocols.  Performs other duties as assigned.

QUALIFICATIONS

Knowledge of:

 Basic species and breed identification of a variety of domestic and common wild animals.  Symptoms and behavior associated with rabies and other common diseases of animals.  Behavior and handling of common domestic and wild animals.  Methods and equipment used in the care and handling of common domestic and wild animals.  Methods and techniques of handling, collection, impoundment, and registration of a variety of wild and domestic animals in various conditions.
 Applicable federal, state, and local laws, codes, and regulations pertaining to the proper care and control of animals.
 Occupational hazards and standard safety practices necessary in the area of animal services.  Basic principles and procedures of recordkeeping.
 Basic mathematics.
 Safe driving rules and practices.
 City and mandated safety rules, regulations and protocols.  Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.  The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar.
 Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff.

Ability to:

 Handle, capture, and control animals humanely and effectively under stressful or emergency conditions;  assess animal behavior and make effective decisions regarding handling, capturing or destroying the animal.
 Identify symptoms and behaviors associated with rabies, distemper, parvo, upper respiratory infections, parasites and other common domestic and wild animal diseases.  Operate and maintain a wide variety of animal control tools and equipment.  Safely operate assigned vehicles.
 Learn the street layout and topography of the City of Upland.  Administer euthanasia by lethal injection in a humane and gentle manner.  Effectively respond to calls for services.
 Interact effectively and sensitively with individuals from diverse backgrounds.  Respond to complaints or inquiries from citizens, staff, and outside organizations.  Prepare clear, effective, and accurate reports, correspondence, and other written materials.  Maintain accurate logs, records, and written records of work performed.  Interpret, explain, apply, and enforce laws, ordinances, and regulations pertaining to animal control.

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Animal Services Officer

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 Recognize normal and abnormal animal behavior.
 Handle potentially dangerous animals in a safe and efficient manner.  Access, retrieve, enter, and update information using a computer terminal.  Understand, explain, and apply all pertinent laws, codes, regulations, policies and procedures, and standards relevant to work performed.
 Understand and follow oral and written instructions.
 Estimate necessary materials and equipment to complete assignments.  Read and interpret laws, regulations, manuals, and other materials.  Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments.  Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.
 Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax.
 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 completion of the twelfth (12th) grade.

Experience:
 Three (3) years of experience in the care and handling of animals.

Licenses and Certifications:

 Possession of a valid California Driver’s License, to be maintained throughout employment.  Possession of, or successful acquisition within six (6) months from appointment, a valid Certification per California Penal Code Section 832, to be maintained throughout employment.

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 various City and residential sites, and to walk on uneven terrain; 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 field classification with frequent standing in work areas and walking between work areas required. Wrist flexion and lateral rotation are necessary in combination with grasping to handle a snare and leash. 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. Positions in this classification occasionally lift, move, and carry animals that typically weigh up to 100 pounds.

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Animal Services Officer

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ENVIRONMENTAL CONDITIONS

Employees primarily work outside in variable weather conditions and under exposure to potentially infectious diseases and hazardous physical substances. May involve exposure to dangerous and/or diseased animals. This position will be around animals known to cause allergies. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures.

WORKING CONDITIONS

Must be available to work evenings, weekends, holiday, overtime, and callouts.

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November 2022
FLSA: Non-Exempt

ANIMAL SERVICES SUPERVISOR

DEFINITION

Under general direction, conducts field patrols and enforces state laws and regulations and local ordinances regarding stray, dangerous, domestic, and wild animals, and other nuisance complaints; ensures public safety by capturing, transporting, and caring for wild, vicious, and/or injured animals; provides information to the public on regulations regarding the care and control of animals; participates in the care and feeding of animals; and performs related work as required

SUPERVISION RECEIVED AND EXERCISED

Receives general direction from assigned management personnel. Exercises direct supervision over technical staff.

CLASS CHARACTERISTICS

This is the full supervisory-level class in the Animal Services Officer series that exercises independent judgment on diverse and specialized animal care and control activities with accountability and ongoing decision-making responsibilities associated with the work. Incumbents are responsible for planning, organizing, supervising, reviewing, and evaluating the work of staff and for providing technical support to management in a variety of areas. Performance of the work requires the use of independence, initiative, and discretion within established guidelines.

 Plans, organizes, assigns, supervises, and reviews the work of the Animal Services program staff; trains staff in work procedures; evaluates employee performance, counsels employees, and effectively recommends initial disciplinary action; assists in selection and promotion; responds to concerns and questions from assigned staff.
 Participates in the development of goals, objectives, policies, procedures, and priorities for assigned services and programs; recommends and implements policies and procedures including standard operating procedures for assigned operations.
 Monitors activities of the Animal Services work unit; identifies opportunities for improving service delivery and procedures; provides recommendations concerning process changes; reviews with appropriate management staff; implements improvements.
 Coordinates assigned services and operations with other divisions and outside agencies.  Participates in annual budget preparation; identifies resource needs; prepares detailed cost estimates with appropriate justifications; monitors expenditures.  Provides staff assistance to management; prepares and presents staff reports and other written materials; supervises the establishment and maintenance of reports, records, and files; ensures the proper documentation of operations and activities.

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Upland City CouncilJanuary 23, 2023

Upland City Council
January 23, 2023