HomeMy WebLinkAbout1984-04-17; City Council; 7713; Account Clerks I & II description class modCIT, .OF CARLSBAD - AGENDA BILL
AB# 77 13
MTG. 4-1784
DEPT. PER
TITLE:
CITY ATP/ MODIFYING THE CLASSIFICATION DESCRIPTION
FOR ACCOUNT CLERK I/ACCOUNT CLERK I1
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RECOMMENDED ACTION:
Approve Resolution No. 73-C,4 authorizing the modifications made
to the Account Clerk I/Account Clerk I1 classification description.
ITEM EXPLANATION:
The Personnel Department has worked with the Finance Department to develop a revised version of the account clerk classification description. This change will permit the Finance Department to use an account clerk instead of a steno clerk in the business license and parking citation functions. This change provides
the opportunity for a wider variety of assignments for account clerks without adding to the difficulty or volume of duties.
The Definition of this classification now identifies the proces-
sing of business licenses and parking citations. Two related
duties have been identified under the Examples of Duties section.
Additions include: Update and maintain business license files;
mail renewal notices; receive business license applications.
Gather parking citation data and report parking citation payment
activity. Two additions to the Duties section more clearly define current practices of account clerks. These include:
(1) Use computer terminal to enter and check data, and (2) Use calculator to batch control tape and verify computer reports.
This revised classification will enable the Personnel Department
to recruit candidates with the desired skills and will enable
the Finance Department to effectively and accurately assign
duties.
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FISCAL IMPACT :
There is no increased fiscal impact as the salary range remains
unchanged.
EXHIBIT:
Resolution No. 7.566 modifying the classification of Account
Clerk I/Account Clerk 11.
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RESOLUTION NO. 7566
A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF CARLSBAD, CALIFORNIA,
MODIFYING THE CLASSIFICATION DESCRIP-
TION OF ACCOUNT CLERK I AND ACCOUNT
CLERK 11.
WHEREAS, the City Manager recommends and the City Council
concurs that the classification Account Clerk I and Account
Clerk I1 be changed.
NOW, THEREFORE, BE IT RESOLVED by the City Council for the
City of Carlsbad, California, as follows:
1. That the above recitations are true and correct.
2. That the City Council authorizes and directs the City
Manager to modify the classification Account Clerk I and Account
Clerk I1 as described in Attachment A, attached hereto and made
a part thereof.
PASSED, APPROVED, AND ADOPTED at a regular meeting of the
Carlsbad City Council held on the 17th day of April , 1984,
by the following vote, to wit:
AYES: coUnr=il Members Casler, Lewis, I<ulchin and F'rescott
NOES: None
ABSENT: Council l4n'ber Chick
SLER, Mayor
ATTEST :
A
ALETHA L. RAUTEN
(SEAL)
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.ittachment A
ACCOUNT CLERK I
ACCOUNT CLERK I1
DEFINITION
Under general supervision, to perform clerical accounting work
involved with billing and collection of utility bills: processing business licenses and parking citations; the maintenance and review
of financial and statistical records; and to do related work as assigned.
DISTINGUISHING CHARACTERISTICS
Account Clerk I: This is the entrance level for clerical accounting employees. Employees in this class normally work under close super- vision performing a group of repetitive or closely related duties according to established procedures. Generally, work is observed and reviewed both during its performance and upon completion, and changes in procedure or exceptions to rules are explained in detail
as they arise. Account Clerks I are normally considered to be on a
training status and as assigned responsibility and breadth of
knowledge increase with increased experience, may resonably expect
their positions to be reassigned to the next higher class of Account
Clerk 11. Under this training concept, positions assigned to the class of Account Clerk I1 which become vacant may reasonably be
filled at the Account Clerk I level, with the understanding that future reassignment to the Account Clerk I1 class in most cases is to be expected.
Account Clerk 11: Positions in this class are normally filled by advancement from the lower grade of Account Clerk I, or, when filled
from outside, require prior clerical accounting experience. An
Account Clerk I1 works under general supervision and, within a frame-
work of established procedures, is expected to perform a variety of
accounting duties with only occasional instruction or assistance.
Adequate performance at this level requires the knowledge of depart-
mental procedures and precedence, and the ability to choose among a limited number of alternatives in solving routine problems. An
Account Clerk I1 is expected to work productively in the absence of supervision. Work is normally reviewed only on completion and for overall results.
EXAMPLES OF DUTIES
Process payments received over the counter and through the mail.
Balance cash drawer and prepare deposits.
Reviewand check records, forms and other documents for accuracy, completeness and conformance to rules and regulations.
Post a wide assortment of information to records.
Maintain files of correspondence, records, and other documents.
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Account Clerk I
Account Clerk I1 (cont.)
Prepare financial and statistical reports.
Assist in preparing the City payroll.
Check and index invoices and prepare for payment.
Receive and process requisitions and purchase orders.
Match and verify purchase orders and invoices for payment.
Verify the assignment of proper account code numbers to purchase
requisitions, purchase orders, and request for payment.
Verify prices and quantities of materials and supplies.
Contacts vendors to order materials and supplies.
Perform a variety of clerical and technical duties while assisting the Purchasing Officer.
Respond to citizen complaints and inquiries.
Serve as cashier-receptionist as assigned.
Receive, sort, and distribute incoming and outgoing departmental mail.
Operate calculator, photocopier and other office equipment.
Perform a variety of clerical and typing work.
Use computer terminal to enter and check data.
Use calculator to batch control tape and verify computer reports.
Mail out utility bills and receive payments.
Update and maintain business license files: mail renewal notices; receive business license applications.
Gather parking citation data and report parking citation payment activity.
QUALIFICATIONS
Account Clerk I
Knowledge of:
Basic methods, terminology, and practices of financial
recordkeeping.
Modern office practices and procedures.
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Account Clerk I
Account Clerk I1 (cont.)
Ability to:
Perform difficult and responsible clerical work.
Post financial data and make accurate arithmetical calculations.
Type at a speed of not less than 40 words a minute from clear
COPY
Understand and carry out oral and written instructions.
Work cooperatively with others.
ExDerience and Education
Any combination equivalent to the experience and education that would likely provide the required knowledge and abilities would
be qualifying.
Account Clerk I1
In addition to the qualifications for Account Clerk I:
Knowledae of:
Data processing operations related to the maintenance of fiscal
records.
Ability to:
Verify and code financial transaction documents.
Operate bookkeeping, calculating, and data processing equipment.
Experience and Education
Any combination equivalent to the experience and education that would likely provide the required knowledge and abilities would be qualifying. A typical way to obtain the knowledge and abilities would be one year of experience performing duties
comparable to those normally assigned to the Account Clerk I class.
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