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HomeMy WebLinkAbout1991-01-22; City Council; Resolution 91-33c 1 2 3 4 5 6 7 8 9 10 31 12 13 14 15 16 17 18 2.9 2o 23. 22 23 24 25 26 27 28 0 8 RESOLUTION NO. 9 1 - 3 3 A RESOLUTION OF THE CITY COUNCIL OF THE CITY CLASSIFICATION OF FINANCIAL MANAGEMENT DIRECTOR; AMENDING THE CLASSIFICATION OF FINANCE DIRECTOR AND ASSISTANT FINANCE DIRECTOR: AND TRANSFERRING FUNDS. OF CkdILSBAD, CALIFORNIA, CREATING THE WHEREAS, the demands for close attention to the complex fiscal issues facinj the City of Carlsbad requires the dedication of substantial time, effort and expertise and WHEREAS, the City Council recognizes the necessity to provide the CiQ Manager with support and the resources necessary to effectively manage the Gtf: fiscal affairs and to serve the needs of the City Council on all financial issues; anc WHEREAS, the City Council concurs with the City Manager that it i: appropriate to create the position of Financial Management Director to serve in the capacity of an Assistant City Manager focusing on management of all fiscal operations of the City. I I NOW, THEREFORE, be at resolved by the City Council of the City oi Carlsbad, California, as follows: I 1. That the above recitations are true and correct. 2. That the City Council authorizes the creation of the classification of Financial Management Director as described in Exhibit A. 3. That the salary range for the position of Financial Management Director shall be the same as -that shown for Assistant City Manager in the Management Salary Schedule. I/ c 1 2 3 4 5 6 7 a 9 10 11 12 13 14 15 e 0 respectively, 5. That the amaunt of $55,000 is hereby transferred to the City Manager’s Salary and Benefit acccwnts to be distributed as necessary to fund this action for the remainder of fiscal year 1990-91. Said amount is sufficient to fund the position beginning on January 16, 1991 if the City Manager so Chooses, 6. That the local Conflict of Interest Code, Appendix 1 be amended to include the title of Financial Management Director. PASSED, APPROVED, AND ADOPTED at a regular meeting of the Carlsbad City Council held on the 22 day of January wit: . , 1991, by the following vote, to AYES: NOES: None Council Members Lewis, Kulchin, Larson, Stanton and Nyga< ABSENT: None 18 19 dL@THA L>U@NKRfk4, City Clerk KAREN R. KUNDTZ, Assistant City Clerk (SEAL) 21 22 23 24 25 26 27 ea If e 0 EXHIBIT A CITY OF CARLSBAD JOB DESCRIPTION JOB m: FINANCIAL MANAGEMENT DIRECTOR BASIC EWNClTON: Under general direction of the City Manager, administers, directs and manages thc fiscal affairs of the City. Provides leadership and direction to departments involvec in the providing of financial services to the City. Provide assistance to the Ciq Manager in a wide variety of assignments related to both fiscal and genera administration of the City. KEY RESPONSIBIJXIX~: Assist the City Manager in decision making and provide policy advice related to the financial management of the City by providing a foundation of professional knowledge and experience on fiscal issues. Provide direction to arid coordination between departments involved in the delivery of fiscal services to the City. Direct the preparation of the City's annual operating and capital improvement budgets to ensure effective implementation of the City Council's goals and objectives and to maintain fiscal integrity. Direct the implementation of the City's short and long range financial planning programs, debt management programs and capital funding programs. Assist the City Council, boards and commissions with issues requiring complex fiscal analysis, major dedication of fiscal resources, selection of financing options, and significant demands for financial services as directed by the City Manager. Support the City Council, City's management team and the residents of Carlsbad by developing and providing financial services that are designed to meet their needs and assist in the acconiplishment of the City's goals and objectives. e 0 REPORTING RELATIONSHIPS: This position is appointed by and reports to the City Manager. The City Manager may establish the repoirting relationship between financial service departments and this position. Those pclsitions reporting to the Financial Management Director shall include but are not lirrlited to: Finance Director 0 Purchasing Officer RiskManager DESIRABLE QUALJHCATIONS: Knowledge of: 0 Principles of organization, administration and management Financial management concepts of local government Current practices in governmental budgeting 0 0 Debt management techniques 0 Principle:; of risk management 0 Purchasing practices and procedures 0 Conflict resolution 0 Treasury Management practices and procedures Long range financial planning and forecasting 0 skill in: 0 Dealing with people 0 Short and long range planning Ability to: 0 Manage and work with an effective team in a complex organization Provide effective leadership in a diverse environment Communicate clearly and concisely both orally and in writing 0 0 0 Manage large complex projects EXPERIENCE AND EDIUCATION Any combination equivalent to experience and education that could likely provide the required knowledge, skill, and ability is qualifying. A typical way to obtain the knowledge, skill and a'bilities would be: 0 Seven years of increasingly responsible, professional level experience Graduation from an accredited college or university with a degree in in municipal finance administration and management. business :dministration, public administration, or closely related field. 0 e 0 EXHIBIT B CITY OF CAFU.SBAD JOB DESCRIPTION JOB 'ITTLE: FINANCE DIRECTOR DEPARTMENT: FINANCE BASIC FUNCllON: Under administrative direction of the Financial Management Director, to plan direct, supervise and coordinate accounting, payroll, business license administration billing and collection of service charges, and other associated services; to provide highly responsible professional and technical staff assistance to the Financial Management Director and operating departments; and to do related work as assigned. KEY RESFQNSIB-s: Direct and participate in the development and implementation of goals, objectives and priorities. Plan, organize and direct the City's general accounting systems and internal and external audit program. Assist in planning, organizing and directing the general accounting activities of rhe City's redevelopment agency and other accounting entities. Formulate procedures and policies related to the proper operation of the finance department and all financial systems under the control of the fmance department. Review contracts and determine that expenditures are made in accordance with the terms of the contract. Establish procedures and systems for the billing and collecting of payments for water and refuse services. Prepare and supervise the preparation of reports to the State Controller. Assist the Financial Management Director in budget preparation and administration including the estimation of anticipated revenues; collection, assimilation and analysis of departmental expenditure requests; preparation of fund balance projections; and other budget related functions as assigned. Supervise and participate in preparation of financial statements and reports such as monthly expenditure reports. Prepare and administer the department budget. e 0 Coordinate finance-related activities with other City departments and divisions, an( with outside agencies including billing, collection, reporting and recording functions Respond to difficult requests for assistance from the public and other agencies Select, supervise, train and evaluate assigned staff. Assist with the management of the City's debt programs. REPORTING RELATIONSHIPS: This position reports to the Financial Management Director and manages and supervises assigned personnel. DESIRABLE QUALIFICATIONS: Knowledge of: Principles and practices of public administration including budgetary pracdces. Accounting principles, practices, and methods and the applicability of data processing procedures. 0 Laws affecting municipal financial operations. Research1 methods and techniques and methods of report presentation. 0 Long range financial planning. 0 Debt management techniques. 0 Skill in: 0 Report preparation and presentation. 0 Analysis of complex issues. 0 Research and statistical methods. Ability to: 0 Communicate clearly and concisely, orally and in writing. Devise and implement new and improved accounting recordkeeping Prepare accurate financial and statistical reports. Make accurate revenue and expenditure forecasts. Establish and maintain cooperative relationships with those contacted Properly interpret and make decisions in accordance with laws, rules Select, supervise, train and evaluate assigned staff. Analyze imd interpret fiscal and accounting records and data. proceduries. 0 0 0 Analyze statistical and fiscal material and reduce the analysis to layman's tenns. in the course of work. and regdations. 0 0 0 0 0 EXPERIENCE AND ECUCATION: Any combination equivalent to experience and education that could likely providc the required knowledge and abilities would be qualifying. A typical way to obtair the knowledge and abilities would be: Five years of increasingly responsible administrative experience involving municipal accounting management with at least two years of supervisoq technical experience. Equivalent to graduation from an accredited four year college or universitj with a degree in accounting, public or business administration, or a closely related course of study. a FXEm3I-r C 0 CITY OF CARLSBAD JOB DESCRlPTION JOB TlTLE: ASSISTANT FINANCE DIRECTOR DEPARTMENT: FINANCE BASIC FUNCTION: Under general direction of the Finance Director, to assist in organizing, coordinating and supervising the City's general accounting, payroll, business license administration, billing and collection systems, and budget control systems; and to do related work as assigned. KEY RESPONSIBILITIES: Assist in the development of goals, objectives, policies and priorities for the Department. Assist in the planning, organization, supervision and participate in the City's general accounting and financial recordkeeping, budget development, payroll, business license and audit systems. Manage the City's ann~ial independent audit process and prepare the Comprehensive Annual Financial Report. Assist the Finance Director in supporting the City Treasurer and the City's cash management and investment program. Develop, recommend and implement systems, procedures and forms for preparation of the annual City bud.get. Assist in the coordination of budget preparation, implementation and administrative control systems and procedures with other City departments; collect, compile, assemble and analyze departmental expenditure requests. Assist and participate in the preparation of financial reports to other City departments, the City Council and to outside agencies. Conduct special financial studies involving the analysis of complex financial data. Respond to difficult requests for assistance from the public and other agencies. Coordinate accounting with utility billing activities and with other City departments and divisions, and with outside agencies. Assist in the selection of assigned staff. Serve as Acting Finance Director as assigned. 0 0 REPORTING RELATIONSHIPS: This position reports to the Finance Director and manages and supervises assigned positions. DESIRABLE OUALIFICATIONS: Knowledge of: 0 Principles and practices of governmental and commercial accounting and the applicability of data processing procedures on both mini computers and PC's. 0 Public finance administration. 0 Treasury management functions. 0 Basic purchasing principles and practices. Principles and practices of office management, supervision, evaluation Current practices in budgeting and financial planning. and training. Ability to: 0 Understand and apply laws, rules and regulations to specific account and financial transactions. Communicate effectively in writing and oral presentations. Analyze and interpret financial data and accounting records. Recognize and install improvements in financial recordkeeping Establish and maintain cooperative relationships with those contacted Supervise, train and evaluate assigned staff. Operate Lotus 1-2-3 and a variety of other PC based computer . systems. in the course of work. 0 0 applications. EXSERIENCE AND EDIUCATION: Any combination equivalent to experience and education that could likely provide the required knowledge, skill and ability is qualifying. A typical way to obtain the knowledge, skill and aibility would be: 0 Three years of increasingly responsible professional accounting experience Equivalent to &.e completion of a bachelor's degree in accounting from an including some supervisory experience. accredited university. 0 EXHIBIT 2 0 CITY OF CARLSBAD MANAGEMENT SALARY SCHEDULE BIWEEKLY SCHEDULE JANUARY 1, 1991. POSITION TITLE 1 2 3 4 5 6 AQUATIC SUPERVISOR 1593 1673 1756 1844 1936 2033 ARTS MANAGER 1780 1869 1962 2061 2164 2272 ASSISTANT CITY ATTORNEY 2765 2903 3048 3201 3361 3529 ASSISTANT CITY CLERK 1593 1673 1756 1844 1936 2033 ASSISTANT CIlY ENGINEER 2208 2318 2434 2556 2684 2818 ASSISTANT CITY MANAGER 2765 2903 3048 3201 3361 3529 ASSISTANT FINANCE DIRECTOR 1905 2000 2100 2205 2316 2431 ASSISTANT LIBRARY DIRECTOR 1787 1876 1970 2069 2172 2281 ASSISTANT PLANNING DIRECTOR 2191 2301 2416 2536 2663 2796 ASSISTANT TO CITY MANAGER 2212 2323 2439 2561 2689 2823 ASSISTANT UTILITIES/MAINT. DIR. 2152 2260 2373 2491 2616 2747 BUILDING MAINT SUPERINT. 1760 1848 1940 2037 2139 2246 BUILDING MINT SUPERVISOR 1574 1653 1735 1822 1913 2009 CITY AlTORNEY 3038 3190 3349 3517 3693 3877 CllY ENGINEER 2403 2523 2649 2782 2921 3067 CITY MANAGER 3197 3357 3525 3701 3886 4080 COMMUNITY DEVELOPMENT DIR 2765 2903 3048 3201 3361 3529 COMMUNITY REDNELOPMENT DIR 2321 2437 2559 2687 2821 2962 COMMUNITY ARTS COORDINATOR 1383 1452 1525 1601 1681 1765 COMPENSATION & BENEFITS MANGER 1593 1673 1756 1844 1936 2033 DATA PROCESSING MANAGER 1704 1789 1879 1973 2071 2175 DEPUTY CIW ATTORNEY 1909 2004 2105 2210 2320 2436 ELECTRICAL OPTNS SUPERVISOR 1574 1653 1735 1822 1913 2009 EMPLOYMENT SERVICES MANAGER 1593 1673 1756 1844 1936 2033 EQUIPMENT MINT. SUPERINT. 1760 1848 1940 2037 2139 2246 EQUIPMENT MECHANIC SUPERV. 1574 1653 1735 1822 1913 2009 EXECUTIVE ASSISTANT 1593 1673 1756 1844 1936 2033 FINANCE DIRECTOR 2443 2565 2693 2828 2969 3118 FINANCIAL MANAGEMENT DIRECTOR 2765 2903 3048 3201 3361 3529 FIRE BATTALION CHIEF 2237 2349 2466 2590 2719 2855 FIRE CHIEF 2834 2976 3124 3281 3445 3617 GEOGRAPHIC INFO. COORDINATOR 1704 1789 1843 1935 2031 2133 HUMAN RESOURCES DIRECTOR 2230 2342 2459 2582 2711 2846 HUMAN RESOURCE ANALYST 1245 1307 1373 1441 1513 1589 HUMAN RESOURCE ASSISTANT 1123 1179 1238 1300 1365 1433 INFORMATION SYSTEMS DIR. 2443 2565 2693 2828 2969 3118 e EXHIBIT 2 a CITY OF CARLSBAD MANAGEMENT SALARY SCHEDULE BIWEEKLY SCHEDULE JANUARY 1, 1991. POSITION TITLE 1 2 3 4 5 6 LIBRARY DIRECTOR 2292 2407 2527 2653 2786 2925 MANAGEMENT ANALYST 1380 1449 1521 1598 1677 1761 MANAGEMENT ASSISTANT 1245 1307 1373 1441 1513 1589 MANAGER OF RESEARCH 2187 2296 2411 2532 2658 2791 MEDIA SERVICES MANAGER 1383 1452 1525 1601 1681 1765 METER SHOP SUPERVISOR 1574 1653 1735 1822 1913 2009 MUNICIPAL PROJECTS MANAGER 2208 2318 2434 2556 2684 2818 PARK SUPERVISOR 1574 1653 1735 1822 1913 2009 PARKS SUPERINTENDENT 1760 1848 1940 2037 2139 2246 PARKS & RECREATION DIR. 2290 2405 2525 2651 2784 2923 PLANNING DIRECTOR 2443 2565 2693 2828 2969 3118 POLICE CAPTAIN 2384 2503 2628 2760 2898 3043 POLICE CHIEF 2822 2963 3111 3267 3430 3602 POLICE LIEUTENANT 2068 2171 2280 2394 2514 2639 PRINCIPAL BLDG. INSP. 1998 2098 2203 2313 2429 2550 PRINCIPAL CIVIL ENGINEER 2024 2125 2231 2343 2460 2583 PRINCIPAL CONST. INSPECTOR 1835 1927 2023 2124 2230 2342 PRINCIPAL PLANNER 1848 1940 2037 2139 2246 2359 PRIN. RECREATION SUPERV. 1693 1778 1867 1960 2058 2161 PURCHASING OFFICER 1905 2000 2100 2205 2316 2431 RECREATION SUPERINTENDENT 1760 1848 1940 2037 2139 2246 RISK MANAGER 2321 2437 2559 2687 2821 2962 SENIOR CITIZENS COORD. 1693 1778 1867 1960 2058 2161 SENIOR MANAGEMENT ANALYST 1593 1673 1756 1844 f936 2033 SEWER MAINTENANCE SUPERVISOR 1574 1653 1735 1822 1913 2009 STREET MAINT SUPERINTENDENT 1760 1848 1940 2037 2139 2246 STREET MAINTENANCE SUPERVISOR 1574 1653 1735 1822 1913 2009 TRAFFIC ENGINEER 2120 2226 2337 2454 2577 2706 UTILITIES MAINT DIRECTOR 2290 2405 2525 2651 2784 2923 UTILITIES MINT SUPERINTENDENT 1760 1848 1940 2037 2139 2246 WATER MAINT SUPERVISOR 1574 1653 1735 1822 1913 2009