HomeMy WebLinkAbout2013-01-08; City Council; 21089; New Classifications Amending Conflict of Interest10
CITY OF CARLSBAO - AGENDA BILL
AB# 21,089 ESTABLISHING NEW MANAGEMENT
CLASSIFICATIONS AND AMENDING
THE CONFLICT OF INTEREST CODE
DEPT. HEAD o>C.
MTG. 1/08/13
ESTABLISHING NEW MANAGEMENT
CLASSIFICATIONS AND AMENDING
THE CONFLICT OF INTEREST CODE CITY ATTY.
DEPT. IT/P&R
ESTABLISHING NEW MANAGEMENT
CLASSIFICATIONS AND AMENDING
THE CONFLICT OF INTEREST CODE CITY MGR. Tf.
RECOMMENDED ACTION:
Adopt Resolution No. 2013-009 establishing new job classifications in the Informafion
Technology Department and the Parks and Recreation Department and amending the
Conflict of Interest Code to reflect these changes.
ITEM EXPLANATION:
The Information Technology Department and the Parks and Recreafion Department have
completed staffing reviews resulting in recommendations for classification revisions and/or
the adoption of new classifications. The Human Resources Department has worked with
each of these departments and the City Manager's Team to determine appropriate staffing
and compensafion for the proposed positions. Table A summarizes the proposed changes.
Table A
Current Classification Proposed Classification
Senior Network Engineer
Recreation Services Manager
Park Development Manager **
Project Portfolio Manager
Special Projects Manager
Park Planning Manager
denotes that the current classification will be eliminated
The City's classification and compensation philosophy is to establish generic classifications
except in situations where the duties are so unique that it becomes necessary to establish a
single incumbent classification title.
Department Contact: Cheri Abbott, Human Resources,760 602 2496
Cheri.Abbott@Carlsbadca.gov
FOR CITY CLERKS USE ONLY.
COUNCIL ACTION: APPROVED
DENIED •
CONTINUED •
WITHDRAWN •
AMENDED •
CONTINUED TO DATE SPECIFIC •
CONTINUED TO DATE UNKNOWN •
RETURNED TO STAFF •
OTHER - SEE MINUTES •
INFORMATION TECHNOLOGY DEPARTMENT
The Informafion Technology Department currently has in excess of one hundred and twenty
projects. Project Portfolio Management is the centralized management of processes,
methods, and technologies to analyze, manage and resource technology projects. The
primary responsibility of the proposed Project Portfolio Manager, Attachment 1, is to manage
projects and to determine optimal resources; to schedule and deliver activities and to achieve
the organizafion's operafional priorities and goals through the utilizafion of technology. This
position is routinely staffed in the private sector and is responsible for creating project-related
decision frameworks, selecting specific projects based on those frameworks, tracking and
delivering projects and their investments on time. The department's proposed plan will use a
current vacancy. Senior Network Engineer, to staff this position. This is an important step in
improving the Information Technology Department's business model. Staff recommends that
the Project Portfolio Manager classificafion, shown in Attachment 1 to the resolufion, be
adopted; and that the Appendix to the Local Conflict of Interest Code, shown in Attachment 2
to the Resolufion, be revised to reflect this change.
PARKS AND RECREATION DEPARTMENT
The Parks & Recreation Department has completed a strategic staffing plan. Many ofthe
principle findings from the recent Baker Tilly study have been incorporated in the plan and will
be implemented to increase efficiencies and savings. One example is that the Parks and
Recreafion Department will streamline the management of recreation services by reducing
the number of Recreation Services Managers from two to one. In addition, the Parks and
Recreafion Department will increase their ufilizafion of technology for events permitting and
class registrafion. The staffing plan and reorganization will, overtime, achieve savings in
excess of $300,000 annually by repurposing management posifions, increasing span of
control and eliminating vacant recreafion positions.
Staff recommends that two classification specifications be adopted in order to begin savings
and efficiencies.
The proposed Special Projects Manager, Attachment 1, is a generic classification and in the
Parks and Recreation Department the position will be responsible for strategic projects such
as the department's needs assessment, business and operation plans for future facilities,
sponsorship development, naming rights, fee analysis and historic preservation acfivities.
This position will be staffed by reallocating the duties of an existing management position.
Staff recommends that the Special Projects Manager classification, shown in Attachment 1
to the resolufion, be adopted; and that the Appendix to the Local Conflict of Interest Code,
shown in Attachment 2 to the resolution, be revised to reflect this change.
The proposed Park Planning Manager, Attachment 1 will have some but not all ofthe
responsibilities of the higher level Park Development Manager which is currently vacant due
to a recent refirement. The more senior duties of the Park Development Manager will be
performed by the Parks Superintendent. A Park Planner will be appointed to this posifion and
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the resulting vacancy will be eliminated in this proposed change. Staff recommends that the
Park Planning Manager classification, shown in Attachment 1 to the resolution, be adopted;
and that the Appendix to the Local Conflict of Interest Code, shown in Attachment 2 to the
Resolution, be revised to reflect this change.
FISCAL IMPACT:
• There is no fiscal impact to adopt and staff the Project Portfolio Manager.
• There is no fiscal impact to adopt and staff the Special Projects Manager.
• The adoption of the classification specificafion. Park Planning Manager and the
elimination of one Park Planner fte are equivalent to a net annual savings of
approximately $150,000 in salary and benefits.
ENVIRONMENTAL IMPACT:
Pursuant to Public Resources Code section 21065 and CEQA Guidelines secfion 15738,
these amendments do not constitute a "project" within the meaning of CEQA and therefore,
does not require an environmental review.
EXHIBITS:
1. Resolution No. 2013-009
Attachment 1: Classification Specifications
Attachment 2: Conflict of Interest Code
DEPARTMENT CONTACT: Cheri Abbott 760-602-2496 Cheri.Abbott@Carlsbadca.gov
1 RESOLUTION NO. 2013-009
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2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA, ESTABLISHING NEW
^ MANAGEMENT CLASSIFICATION SPECIFICATIONS,
4 DELETING EXISTING CLASSIFICATIONS AND
AMENDING THE CONFLICT OF INTEREST CODE
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7 WHEREAS, it is necessary to establish new classificafion specifications to
^ support department changes and greater efficiencies; and
WHEREAS, it is desirable to delete the obsolete classification specifications that
will no longer be necessary; and
WHEREAS, it is necessary to amend the Conflict of Interest Code; and
NOW, THEREFORE, BE IT RESOLVED by the City Council ofthe City of
Carlsbad, California, as follows:
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15 1. That the above recitations are true and correct.
16 2. That the City adopt the new management classiflcations of Project
Portfolio Manager, Special Projects Manager, Park Planning Manager and related
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summary classificafion descriptions (as outlined in Attachment 1).
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3. That the City delete the management classification, Park Development
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Manager
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22 4. That Resolufion No. 2012-20948 adopted on June 26, 2012, which
23 approved the "Local Conflict of Interest Code" is amended to add the classifications of
24 Project Portfolio Manager filing in the disclosure categories 1,2, 3 and 4; Special
25 Projects Manager filing in the disclosure categories 2,3 and 4 and Park Planning
Manager filing in disclosure categories 1,2,3 and 4 (as oufiined in Attachment 2).
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PASSED, APPROVED AND ADOPTED at a Regular Meefing ofthe City Council
of the City of Carlsbad on the 8^^ day of January, 2013, by the following vote to wit:
AYES:
NOES:
Council Members Hall, Packard, Wood, Blackburn and Douglas.
None.
ABSENT: None.
rz, distant City Clerk
(SEAL)
Attachment 1
CITY OF CARLSBAD
PROJECT PORTFOLIO MANAGER
JOBTITLE: PROJECT PORTFOLIO MANAGER
DEPARTMENT: INFORMATION TECHNOLOGY
BASIC FUNCTION
The Project Portfolio Manager supports the Informafion Technology portfolio and project
delivery process by providing key decision data in regards to resource demand and
capacity, project portfolio health, and portfolio investment. The Project Portfolio
Manager collaborates closely with Information Technology Department team members
at all levels and across the organization to understand and help manage the project
pipeline for the Information Technology Department. The Project Portfolio Manager
implements and refines the processes and applicable tools to enable informed decision
making and enhance Information Technology's project delivery execufion performance.
KEY RESPONSIBILITIES
The Project Portfolio Management capabilities include Information Technology
governance, demand management, portfolio management, program management,
project management, resource management, fime management, issue management,
risk management, scope change management, and financial management.
Manages projects in accordance with proven project management principles.
Ensures projects are aligned with the mission and goals ofthe organization.
Administers multiple procurements, coordinates contract /work order scope negofiations
and provides contract and vendor administrafion.
Directs software and hardware change and configuration management activities
Provides visibility into competing demands for limited IT resources for project intake and
execution.
Identifies and proactively drives high quality project deliverables, dependencies, and
critical path items.
Proactively manages changes in project scope and creates contingency plans in a
changing environment.
Operates as a crifical liaison between the IT Department and the business
representatives, and all technology team members.
Controls project deliverables, scope & expectations, and coordinates project progress
with sponsors, steering committees, and senior leadership.
Interfaces independently with all functional and business areas affected by the project.
Works closely with functional resource managers to ensure adequate allocation of
resources to projects.
Creates and executes on all project documentafion including definition of charter,
project scope, deliverables, schedules, and budgets ensuring alignment with business
goals.
Develops and tracks to detailed project plans including schedules, technical and
business requirements, cost estimates, resource plans, communicafion plans, risk
mitigation plans, and issue resolution plans.
Demonstrates a thorough understanding ofthe ITS service offerings and a technical
ability to drive decisions related to LAN, WAN, VoIP, Active Directory, Email and
security related items.
Estimates the resources and participation required to successfully achieve project
goals.
Negofiates with city leadership driving towards project deliverables.
Develops and delivers project reports, proposals, and requirements documentation to
senior leadership and key stakeholders - produces executive reports on the projects
and keeps leadership apprised of project changes and milestone delays.
Defines project success criteria and reviews throughout the project life cycle.
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Independently coaches, mentors, and motivates various project teams to influence a
positive, accountable, and collaborative approach.
Effectively communicates project expectations to all team members and stakeholders
including business representatives, vendors, network engineers, and architects.
Establishes relationships with vendors and implements performance metrics,
contractual compliance, and other elements.
Manages other assigned Project Managers, Business Systems Specialists, Applications
Analysts and Network Engineers.
Knowledge of:
Complex procurement processes and enterprise, program and project budget
management
PMO best business practice and process in a large corporate environment.
industry PM / IT best pracfices and Information Technology Infrastructure Library (ITIL)
Change and Configurafion Management pracfices to address logistics and operational
migration of hardware and software
Business process management and Six Sigma process improvement
System and software development lifecycle methodologies (SDLC) and total Cost of
Ownership (TOO) opfimization
IT infrastructure components
Microsoft Office Suite and standard project management, resource management and
budgeting software.
Ability to:
Strong ability to build and drive cross functional business teams effectively
Ability to use sound judgment
Ability to forecast project and procurement costs
Ability to determine resources and participation to achieve goals
Ability to conform to changing and shifting priorities and deadlines and workload
effectively which includes planning, organizing, and prioritizing with attention to details
Ability to work a flexible work schedule
Ability to document processes
Ability to communicate effectively, orally and in wrifing
SPECIAL REQUIREMENTS
Project Management Professional (PMP) certification from the Project Management
Institute (PMI) and has or is attaining program Management Professional (PgMP)
certification.
EXPERIENCE & EDUCATION
Bachelor's or Master's degree in Computer Sciences/Information Technologies
or Engineering. MBA preferred. Minimum 10 years of experience managing a portfolio
of diverse projects in terms of complexity and risks. Experience in matrixed IT
environment required and 5 years experience as a direct line manager.
ESSENTIAL FUNCTIONS
The conditions below are representative of those that must be met by an employee to
successfully perform the essenfial functions of the job. Reasonable accommodations
may be made to enable individuals with disabilities to perform the essential job
funcfions.
Language Ability:
Requires ability to compare, count, differenfiate, measure, measure and/or sort,
assemble, copy, record and transcribe data and information. Must be able to classify,
compute, tabulate, and categorize data.
Must be able to advise and provide interpretation to others on how to apply policies,
procedures, and standards to specific situafions.
Needs to be able to use a variety of descriptive data and information such as: a variety
of plans; resolutions; maps; reports: computer software operating manuals; procedures;
guidelines; and roufine correspondence.
Must be able to communicate orally and in wrifing, clearly and concisely and in a non-
technical manner with City personnel at all levels; consultants; vendors; and the general
public.
Needs the ability to read, analyze, and interpret general business periodicals,
professional journals, technical procedures, or governmental regulations. Must be able
to write reports, business correspondence, and procedure manuals. Needs to
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effectively present informafion and respond to questions from groups of managers,
clients, and the general public.
Mathemafical Ability: Knows how to apply mathemafics, including basic algebraic,
plane geometric and trigonometric formulas. Must be able to demonstrate ability to
calculate percentages, fractions, decimals, volumes, rafios, and spafial relationships.
Needs to be able to interpret basic, descriptive statistical reports.
Judgment and Situational Reasoning Ability: Must be able to use functional reasoning
and apply rafional judgment when performing diversified work acfivities. Needs to be
able to analyze data and information using established criteria in order to determine
consequences and identify and select alternatives.
Physical Requirements:
Needs to be able to operate equipment and machinery with some requiring rapid
adjustments such as a computer keyboard and terminal. Must be able to coordinate
eyes, hands, feet and limbs in performing skilled movements such as rapid keyboard
use. Needs to be able to recognize and identify degrees of similarities or differences
between characteristics of colors, textures, and forms associated with job-related
objects, materials, and tasks.
Must be able to remain seated for extended periods. Needs to be able to perform
frequent downward flexion of neck, side-to-side turning of the neck, fine finger dexterity
and grasp to manipulate the keyboard, telephone, wrifing instruments, papers, books,
manuals, and reports. Job entails occasional walking, standing, bending, stooping,
climbing, reaching at and above shoulders, and twisfing at the waist. On an infrequent
basis, the incumbent must be able to squat and kneel.
Work may involve occasional outdoor fieldwork. Overtime and attending meetings
outside regular work hours may be required. Work environment is professional and both
team and autonomy oriented. This position is impacted by urgent time deadlines due to
various reporting and filing requirements. Posifion involves support of a 24/7/365 days
environment and/or duties to support the Safety Department or City emergency
operations.
There is some repetitiveness in program coding, a need for extreme accuracy, and
paying attention to detail. Additionally, there is a need to be able to shift attention before
tasks are completed to be able to balance user demands, telephone and other
interrupfions.
Must be able to drive and maintain a California Class C Driver's license or ability to
arrange transportation for fieldwork or visits to other City facilifies when necessary.
This classification specification does not constitute an employment agreement between
the employer and employee and is subject to change by the City and the needs of the
City and requirements of the job change.
The City of Cartsbad is an Equal Opportunity Employer. In compliance with the
Amencans with Disabilifies Act, the City will provide reasonable accommodation to
qualified individuals with disabilities and encourages both current and prospective
employees to discuss potential accommodafions with the employer.
This is an at-will management position.
Date Approved: 1/8/2013
Attachment 1
CITY OF CARLSBAD
CLASS SPECIFICATION
JOB TITLE: SPECIAL PROJECTS MANAGER
DEPARTMENT: AS ASSIGNED
BASIC FUNCTION:
Under administrative direction, to manage strategic municipal and/or departmental
projects and activities; to perform highly responsible and complex professional
administrative work; and to perform related responsibilifies as required.
DISTINGUISHING CHARACTERISTICS:
Under purview ofthe assigned director, this position has the oversight to manage
assigned staff for designated projects. Typical assigned projects deal with highly
sensitive, complex and/or significant capital projects requiring a high level of decision-
making authority to resolve issues within the department to achieve results. This
position will have the responsibility to coordinate and resolve all issues between
participating staff members and outside contractors in completing each project or
inifiative.
KEY RESPONSIBILITIES:
Manages, directs and facilitates all aspects of various departmental initiatives and
projects for the department and/or the city which may include any of the following
responsibilities depending on the assignment: administrafion, research and analysis,
construcfion, engineering, finance, operations and technology aspects.
Develops and coordinates overall goals, objectives, policies, and priorities related to
municipal or departmental projects, initiatives and activities.
Directs City staff in the preparation, coordinafion, and analysis of municipal projects,
including research and analysis, cost estimafing, budget preparation,
recommendations, preparations of reports and presentations to the City Manager and
City Council and Leadership Team.
Makes complex policy, organizational, and fiscal-related decisions and reports including
the evaluafion of departmental operafions and service programs.
Manages the selecfion, coordinafion, and administration of contracted consultants and
other designated personnel related to assigned projects.
Represents the City in the community and at professional meetings as required.
Coordinates activities with other City departments and other public and private
agencies.
Performs other related duties as assigned.
QUALIFICATIONS:
To perform a job in this classification, an individual must be able to perform the
essenfial duties as generally described in the specification. Reasonable
accommodafions may be made to enable individuals with disabilities to perform the
essenfial dufies in a specific job. The requirements listed below are representative of
the knowledge, skill and/or ability required.
Knowledge of:
Principles of organizafion, administration, budget, personnel, and project management.
Methods and techniques of research, stafistical analysis and report presentation.
General management principles and pracfices as applied to municipal projects.
Including planning and development, cost esfimafing, design and construction,
operation and maintenance.
Techniques for preparing research, analysis, cost/benefit analysis, designs, plans,
specifications, estimates, reports, and recommendations related to public works.
State and federal laws and statutes relating to municipal administrafion.
Management of staff, resources and materials in cost effective manner.
Ability to:
Provide administrative and professional leadership in municipal projects and activities.
Develop and implement goals, objectives, policies, procedures that are consistent with
the City's goals and objectives.
Initiate, plan and complete work with a minimum of direction and control.
Research, assimilate and analyze large quantities of informafion, recognize substantive
issues, identify options, project consequences, and develop sound conclusions and
recommendations.
Exercise good judgment, flexibility, creativity, and sensifivity in response to changing
situafions and needs.
Communicate clearly and concisely, orally and in wrifing.
Properly interpret and make decisions in accordance with laws, regulations, and
policies.
Establish and maintain effective relationships with public groups, organizations, and
other governmental agencies.
Work well under pressure to meet deadlines.
EDUCATION AND EXPERIENCE:
Any combination equivalent to experience and education that could likely provide the
required knowledge and abilities would be qualifying. A typical way to obtain the
knowledge and abilities would be.
Equivalent to a bachelor's degree from an accredited college or university with major
work in area of assignment including but not limited to civil engineering, public
administration, business administrafion, city or park planning, technology, finance,
human resources, parks & recreation or a closely related field, and five years of
increasingly responsible project management, construcfion, civil engineering, or other
public sector management experience.
A general contractor's license is highly desirable and may be substituted for educafion
requirement when assignments include major capital projects or the review of
engineering or construction aspects of the project.
PHYSICAL/MENTAL DEMANDS AND ENVIRONMENTAL SETTING:
While performing the dufies of this class, an employee is regularly required to sit; talk or
hear, in person and by telephone; use hands to finger, handle, feel or operate standard
office equipment; and reach with hands and arms. An employee is frequently required
to walk and stand. Specific vision abilities required by this job include close vision and
the ability to adjust focus to read and operate office equipment as necessary during the
course of the work assignments.
While performing the duties, employees of this class are regularly required to use
written and oral communication skills; read and interpret financial and statisfical data,
information and documents; analyze and solve problems; use math and apply
mathematical reasoning and abstract statistical concepts; observe and interpret people
and situafions; learn and apply new informafion or skills; perform highly detailed work
on multiple, concurrent tasks; work under intensive deadlines; and interact with staff,
Council members and others encountered in the course of work.
Work may be performed in both office settings and on construction sites. Must be able
to visit and inspect construcfion job sites to address areas of concerns. Occasionally
be exposed to uneven surfaces, hazards in areas under construcfion and outdoor
elements. The incumbent is required to meet with other staff, the public and officials at
various City and off-site locations as necessary.
This is an at-will Management classification.
Date Approved: 1/8/2013
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Attachment 1
CITY OF CARLSBAD
CLASS SPECIFICATION
JOB TITLE: PARK PLANNING MANAGER
DEPARTMENT: PARKS AND RECREATION
BASIC FUNCTION:
Under general direction, supervise, plan and administer the development of open
space and parks for recreational uses; supervise and perform landscape
architecture work; coordinate park and open space related construcfion; perform
other related duties as assigned.
KEY RESPONSIBILITIES:
Assists in the planning and preparation, and update to the Capital Improvement
Program (CIP) related to open space and park development for Director's
review.
Assists in the management and implementation of the Citywide Trail System in
accordance with applicable plans. Coordinate with other departments
concerning issues of open space development and maintenance.
Assists in the implementation of the CIP related to open space and park
development to ensure conformance to City policies and program desires.
Coordinates and supervise the design, planning, land acquisifion, and new
construction of open space, parks and recreafion facilities.
Assists in the development of City Council goals and objectives related to open
space and park development.
Supervises and prepare landscape architectural plans and related cost estimates
for landscaping, open space and park improvements; review and approve plans
consistent with State laws.
Inspects and/or supervises open space and park construcfion to ensure that
projects are completed to City standards and ensure consistency with master
plans.
Coordinates and direct the performance of outside consultants and contractors;
monitor construction schedule and cost controls in park and related projects.
Attachment 1
Coordinates the processing of environmental and planning permits with the
Planning Department.
Makes written and oral reports, including preparation of agenda bills to the Parks
and Recreafion Commission, Planning Commission, and City Council regarding
landscape architecture, open space and park planning issues.
Conducts and participate on City Committees and advisory groups including
public workshops with various neighborhood communities in development of
parks and trails projects.
Consults with City departments, contract architects, and engineers to integrate
present plans with long-range plans.
Provides input and cooperates in the development and maintenance of the Parks
and Recreafion Master Plan Component ofthe General Plan.
Writes grant proposals and research opportunities for funding of the trails
project.
Supervises, trains and evaluates staff as assigned.
Perform other related duties as assigned.
QUALIFICATIONS:
To perform a job in this classification, an individual must be able to perform the
essenfial dufies as generally described in the specificafion. Reasonable
accommodations may be made to enable individuals with disabilities to perform
the essenfial dufies in a specific job. The requirements listed below are
representative ofthe knowledge, skill and/or ability required.
Knowledge of:
Principles and practices of open space and park planning, design, and
development, and project management.
Principles and practices of landscape architecture.
Relafionships among federal, state, and local planning programs.
City policies, goals and plans related to open space and park development.
Ability to:
Prepare sketches, plans, specifications, and cost estimates of landscaping and
related group improvements.
Collect, analyze and interpret data pertaining to open space and park
development.
Properly interpret and make decisions in accordance with laws, regulafions
and policies.
Communicate clearly and concisely, orally and in wrifing.
Establish and maintain cooperative relationships with City officials and
employees, the general public, consultants, and representatives of other
agencies.
Exercise good judgment, flexibility, creativity, and sensitivity in response to
changing situafions and needs.
Work well under pressure to meet deadlines.
EXPERIENCE and EDUCATION:
Any combination equivalent to the experience and education that could likely
provide the required knowledge and abilities is qualifying. A typical way to obtain
the knowledge and abilifies would be:
Equivalent to a bachelor's degree from an accredited college or university with
major work in park management, landscape architecture, urban planning, public
administration or a related field; and five years of increasingly responsible work
in open space and park development planning or landscape architecture or
related planning experience.
It is highly desirable for the Park Planning Manager to have or obtain a California
Landscape Architecture License.
PHYSICAL/MENTAL DEMANDS AND ENVIRONMENTAL SETTING:
While performing the duties of this class, an employee is regularly required to sit;
talk or hear, in person and by telephone; use hands to finger, handle, feel or
operate standard office equipment; and reach with hands and arms. An
employee is frequently required to walk and stand. Specific vision abilities
required by this job include close vision and the ability to adjust focus to read and
Attachment 1
operate office equipment as necessary during the course of the work
assignments.
Employees of this class are regularly required to use written and oral
communicafion skills; read and interpret financial and statisfical data, information
and documents; analyze and solve problems; use math and apply mathematical
reasoning and abstract stafisfical concepts; observe and interpret people and
situations; learn and apply new information or skills; perform highly detailed work
on mulfiple, concurrent tasks; work under intensive deadlines; and interact with
staff. Council members and others encountered in the course of work.
There are no unusual physical requirements. Work is typically performed in an
office setting. The incumbent is required to meet with other staff, the public and
officials at various City locations and required to drive to site locafions for
meetings or to inspect park sites. May be exposed to outdoors during visits to on
site locations. Required to attend evening meetings to present informafion to the
public, Commission or Council as necessary.
This is an at-will management classification.
Date Approved: 1 /8/2013
Attachment 2
APPENDIX
TO THE LOCAL CONFLICT OF INTEREST CODE
OF THE CITY OF CARLSBAD,
CITY OF CARLSBAD AS SUCCESSOR AGENCY TO THE CARLSBAD REDEVELOPMENT
AGENCY
OVERSIGHT BOARD FOR SUCCESSOR AGENCY
PUBLIC FINANCING AUTHORITY
AND THE
CARLSBAD MUNICIPAL WATER DISTRICT
The positions and categories within the City listed in this appendix are "designated positions." Any person
whose posifion with the City is a designated position is a designated employee. Designated employees shall
disclose in the manner provided in the Local Conflict of Interest Code of the City of Carlsbad those financial
interests, which are within the categories represented by the number(s) following the listed position. The
categories correspond to the subsections of Title 2, California Code of Regulations Section 18730, subsection 7
and represent the following disclosures: "1" investment and real property disclosure; "2" personal income
disclosure; "3" business entity income disclosure; "4" business position disclosure.
DESIGNATED POSITIONS DISCLOSURE CATEGORIES
Mayor and Members of the City Council *
City Manager *
City Attorney *
City Clerk
Chairman and Members of the Successor Agency
*
Executive Director of the Successor Agency
**
Attorney for the Successor Agency
**
Secretary of the Successor Agency
President, and Members of the Board of Directors
of the Carlsbad Municipal Water District *
Executive Manager of the
Carlsbad Municipal Water District **
General Counsel for the
Carlsbad Municipal Water District **
Secretary of the CMWD Board
no
Page 1 of 6 1/8/2013 (7^
Attachment 2
Chairman and Members of the
Public Financing Authority
Executive Director of the Carlsbad
Public Financing Authority
General Counsel for the Carlsbad
Public Financing Authority
Secretary of the Public Financing Authority
Treasurer of the Public Financing Authority
Officials Who Manage Public Investments:
Administrative Services Director
Assistant to the Treasurer
City Treasurer
Deputy City Treasurer
Finance Director
Citv Staff under Citv Manager:
Accountant 2, 3, 4
Accounfing Supervisor 2, 3, 4
Aquafics Supervisor 2, 3
Assistant City Manager 1, 2, 3, 4
Assistant Engineer 1, 2
Assistant Finance Director 1, 2, 3, 4
Assistant Planner 1, 2, 3, 4
Assistant Planning Director 1, 2, 3, 4
Associate Analyst 1, 2, 3, 4
Associate Contract Administrator 1, 2, 3, 4
Associate Engineer 1, 2
Associate Planner 1, 2, 3, 4
Benefits Administrator 2, 3
Building & Code Enforcement Manager 1, 2, 3
Building Inspector 1 & 11 1, 2, 3
Business Systems Specialist 2, 3, 4
Buyer /Contract Administrator 1, 2, 3, 4
City Communicafions Manager 1, 2, 3, 4
City Planner 1, 2, 3, 4
Code Enforcement Officer 1 & 11 1, 2, 3
Community and Economic Development Director 1, 2, 3, 4
Community Coordinator 2, 3, 4
Community Relafions Manager 2, 3
Community Outreach Supervisor 2, 3, 4
Construction Manager 1, 2, 3, 4
Cultural Arts Manager 1, 2, 3, 4
Page 2 of 6 1/8/2013
Attachment 2
Deputy City Engineer 1, 2, 3, 4
Deputy City Manager 1, 2, 3, 4
Deputy Fire Marshall 1, 2, 3
Deputy Library Director 1, 2, 3, 4
Development Services Manager 1, 2, 3, 4
Economic Development Manager 1, 2, 3, 4
Emergency Medical Services (EMS)
Paramedic Nurse Coordinator 1, 2, 3, 4
Emergency Preparedness Coordinator 1, 2, 3, 4
Environmental Programs Manager 1, 2, 3
Environmental Specialist 1 & 11 & Senior 1, 2, 3
Equipment Maintenance Supervisor 2, 3
Finance Manager 1, 2, 3, 4
Fire Chief 1, 2, 3, 4
Fire Division Chief 1, 2, 3, 4
Fire Battalion Chief 1, 2, 3, 4
Fire Marshal 1, 2, 3, 4
Fire Prevention Specialist 1 & 11 1, 2, 3
Gallery Curator 2, 3
Geographic Informafion Systems Manager 2, 3
Housing & Neighborhood Services Director 1, 2, 3, 4
Housing Program Manager 1, 2, 3
Human Resources Director 1, 2, 3, 4
Human Resources Manager 2, 3
Information Technology Director 1, 2, 3, 4
Informafion Technology Manager 1, 2, 3, 4
Library and Cultural Arts Director 1, 2, 3, 4
Management Analyst 1, 2, 3, 4
Management Assistant 2, 3
Management Intern 1, 2, 3, 4
Municipal Projects Manager 1, 2, 3, 4
Municipal Property Manager 1, 2, 3, 4
Park Planner 1, 2, 3, 4
Park Planning Manager 1, 2, 3, 4
Parks and Recreation Director 1, 2, 3, 4
Parks/Trees Supervisor 1, 2, 3
Parks Superintendent 1, 2, 3, 4
Planning Technician 1 & II 1, 2, 3, 4
Police Chief 1, 2, 3, 4
Police Captain 2, 3
Police Communicafions Manager 2, 3
Police Lieutenant 2, 3
Principal Librarian 2, 3, 4
Principal Planner 1, 2, 3, 4
Project Portfolio Manager 1, 2, 3, 4
Page 3 of 6 1/8/2013
Attachment 2
Property & Environmental Management Director 1, 2, 3,4
Public Safety Informafion Technology Manager 1, 2, 3,4
Public Works Inspector 1 & II 1, 2, 3
Public Works Manager 1, 2, 3
Public Works Superintendent 1, 2, 3,4
Public Works Supervisor 2, 3
Records Supervisor (Police) 2, 3
Recreation Area Manager 2, 3, 4
Recreafion Services Manager 2, 3, 4
Risk Manager 1, 2, 3,4
Senior Accountant 1, 2, 3,4
Senior Building Inspector 1, 2, 3,4
Senior Business Systems Specialist 2, 3, 4
Senior Circulafion Supervisor 1, 2, 3
Senior Civil Engineer 1, 2, 3,4
Senior Construction Inspector 1, 2, 3,4
Senior Contract Administrator 1, 2, 3,4
Senior Librarian 2, 3, 4
Senior Management Analyst 1, 2, 3,4
Senior Planner 1, 2, 3,4
Special Projects Manager 2, 3,4
Traffic Engineer 1, 2, 3,4
Transportation Director 1, 2, 3,4
Junior Planner 1, 2, 3,4
Video Producfion Manager 2, 3
Warehouse Technician 1. 2, 3,4
Citv Attorney's Office:
Senior Assistant City Attorney 1, 2, 3,4
Assistant City Attorney 1. 2, 3,4
Deputy City Attorney 1, 2, 3,4
Citv Clerk's Office:
Assistant City Clerk 2, 3, 4
Deputy City Clerk/Technician 2, 3,4
Records Manager 2, 3
Records Management Supervisor 2, 3
Citv Employees under the Executive Manager
ofthe Carlsbad Municipal Water District:
Accountant 2, 3, 4
Page 4 of 6 1/8/2013
Attachment 2
Accounfing Supervisor 2, 3
Associate Engineer 1, 2
Cross Connecfion Control Technician 1, 2
Deputy City Engineer 1, 2, 3,4
Management Analyst 2, 3
Public Works Manager 2, 3
Public Works Supervisor 2, 3
Senior Civil Engineer 1, 2, 3,4
Senior Cross Connecfion Control Technician 1, 2, 3,4
Senior Engineering Inspector 1, 2, 3,4
Utilities Director 1, 2, 3,4
Consultants ***
Boards and Commissions:
Members of the Agricultural Conversion Mitigation
Fee Ad Hoc Citizens' Advisory Committee 1,2,3,4
Members of the Arts Commission 1, 2, 3, 4
Members of the Board of Library Trustees 1,2,3,4
Members of the Carlsbad Tourism Business Improvement District 1,2,3,4
Members of the Design Review Board 1,2,3,4
Members of the Housing Commission 1, 2, 3, 4
Members of the Oversight Board for the Successor Agency 1,2,3,4
Members of the Parks and Recreafion Commission 1,2,3,4
Members of the Planning Commission *
Members of the Senior Commission 1,2,3,4
Members of the Traffic Safety Commission 1,2,3,4
Page 5 of 6 1/8/2013
Attachment 2
This position is required to report by virtue of Government Code Section 87200.lt is included for disqualification purposes only. See Government
Code Section 87200 for disclosure requirements.
When a designated employee is also required to file a conflict of interest form under Article 2 (Gov't Code §87200, Fonn 700) of the Act, he or
she may expand their statement to cover reportable interests in both jurisdictions or both positions and file copies of this expanded statement
with the City Clerk provided that each copy of such expanded statement filed in place of an original is signed and verified by the designated
employee as if it were an original.
The duties of each consultant will be separately evaluated to detennine whether or not disclosure will be required, and the categories which will
apply. The evaluation of the consultant's duties will be conducted by the department head of the department which is responsible for the hiring
of the consultants. The disclosure requirement shall be included in the consultant's contract approved by the City Council, Housing and
Redevelopment Commission, City Manager or Executive Manager ofthe Carlsbad Municipal Water District.
Page 6 of 6 1/8/2013 9
Attachment 2
APPENDIX
TO THE LOCAL CONFLICT OF INTEREST CODE
OF THE CiTY OF CARLSBAD,
CITY OF CARLSBAD AS SUCCESSOR AGENCY TO THE CARLSBAD REDEVELOPMENT
AGENCY
OVERSIGHT BOARD FOR SUCCESSOR AGENCY
PUBLIC FINANCING AUTHORITY
AND THE
CARLSBAD MUNICIPAL WATER DISTRICT
The positions and categories within the City listed in this appendix are "designated positions." Any person
whose position with the City is a designated posifion is a designated employee. Designated employees shall
disclose in the manner provided in the Local Conflict of Interest Code of the City of Carlsbad those financial
interests, which are within the categories represented by the number(s) following the listed position. The
categories correspond to the subsecfions of Tifie 2, California Code of Regulafions Secfion 18730, subsecfion 7
and represent the following disclosures: "1" investment and real property disclosure; "2" personal income
disclosure; "3" business entity income disclosure; "4" business position disclosure.
DESIGNATED POSITIONS DISCLOSURE CATEGORIES
Mayor and Members of the City Council *
City Manager *
City Attorney *
City Clerk
Chairman and Members of the Successor Agency
*
Executive Director of the Successor Agency
**
Attorney for the Successor Agency
**
Secretary of the Successor Agency
*
President, and Members of the Board of Directors
of the Carlsbad Municipal Water District *
Executive Manager of the
Carlsbad Municipal Water District **
General Counsel for the
Carlsbad Municipal Water District **
Secretary of the CMWD Board
Page 1 of 6 1/8/2013
Attachment 2
Chairman and Members ofthe
Public Financing Authority
Executive Director of the Carlsbad
Public Financing Authority
General Counsel for the Carlsbad
Public Financing Authority
Secretary of the Public Financing Authority
Treasurer of the Public Financing Authority
**
*
**
Officials Who Manage Public Investments:
Administrative Services Director
Assistant to the Treasurer
City Treasurer
Deputy City Treasurer
Finance Director
City Staff under City Manager:
Accountant 2, 3,4
Accounting Supervisor 2, 3,4
Aquafics Supervisor 2, 3
Assistant City Manager 1, 2, 3,4
Assistant Engineer 1, 2
Assistant Finance Director 1, 2, 3,4
Assistant Planner 1, 2, 3,4
Assistant Planning Director 1, 2, 3,4
Associate Analyst 1, 2, 3,4
Associate Contract Administrator 1, 2, 3,4
Associate Engineer 1, 2
Associate Planner 1, 2, 3,4
Benefits Administrator 2, 3
Building & Code Enforcement Manager 1, 2,3
Building Inspector 1 & 11 1, 2,3
Business Systems Specialist 2, 3,4
Buyer /Contract Administrator 1, 2, 3,4
-City Communications Manager 1, 2,3,4
City Planner 1, 2, 3,4
Code Enforcement Officer 1 & 11 1, 2,3
Community and Economic Development Director 1, 2, 3,4
Community Coordinator 2, 3,4
Community Relafions Manager 2 3
Community Outreach Supervisor 2 3,4
Construcfion Manager 1 2, 3,4
Page 2 of 6 1/8/2013 7^
Attachment 2
Cultural Arts Manager
Deputy City Engineer
Deputy City Manager
Deputy Fire Marshall
Deputy Library Director
-Development Services Manager
Economic Development Manager
1.2, 3,4
1,2, 3,4
1,2, 3,4
1.2,3
1.2, 3,4
1,2, 3,4
1.2, 3,4
Emergency Medical Services (EMS)
Paramedic Nurse Coordinator
Emergency Preparedness Coordinator
Environmental Programs Manager
Environmental Specialist 1 & 11 & Senior
Equipment Maintenance Supervisor
Finance Manager
Fire Chief
Fire Division Chief
Fire Battalion Chief
Fire Marshal
Fire Prevenfion Specialist 1 & 11
Gallery Curator
Geographic Informafion Systems Manager
Housing & Neighborhood Services Director
Housing Program Manager
Human Resources Director
Human Resources Manager
Informafion Technology Director
Information Technology Manager
Library and Cultural Arts Director
Management Analyst
Management Assistant
Management Intern
-Municipal Projects Manager
Municipal Property Manager
Park Development Manager
-Park Planner
Park Planning Manager
2, 3,4
2, 3,4
2,3
2,3
3
2, 3,4
2, 3,4
2, 3,4
2, 3,4
2, 3,4
2,3
3
3
2, 3,4
2,3
2, 3,4
3
2, 3,4
2, 3,4
2, 3,4
2, 3,4
3
2, 3,4
2, 3,4
2, 3,4
2, 3,4
2. 3,4
Parks and Recreation Director
Parks/Trees Supervisor
Parks Superintendent
-Planning Technician 1 & 11
2, 3,4
2,3
2,3,4
1,2, 3,4
Page 3 of 6 1/8/2013
Attachment 2
Police Chief 1,2, 3,4
Police Captain 2,3
Police Communications Manager 2,3
Police Lieutenant 2,3
Principal Librarian 2, 3,4
Principal Planner 1,2, 3,4
Proiect Portfolio Manager 1,2, 3.4
Property & Environmental Management Director 1,2, 3,4
Public Safety Informafion Technology Manager 1,2, 3,4
Public Works Inspector 1 & 11 1.2,3
Public Works Manager 1,2,3
Public Works Superintendent 1.2, 3,4
Public Works Supervisor 2,3
Records Supervisor (Police) 2,3
Recreation Area Manager 2,3,4
Recreafion Services Manager 2, 3,4
Risk Manager 1,2, 3,4
Senior Accountant 1.2, 3,4
Senior Building Inspector 1,2, 3,4
Senior Business Systems Specialist 2, 3, 4
Senior Circulafion Supervisor 1,2,3
Senior Civil Engineer 1.2, 3,4
Senior Construcfion Inspector 1,2, 3,4
Senior Contract Administrator 1.2, 3,4
Senior Librarian 2, 3,4
Senior Management Analyst 1.2, 3,4
Senior Planner 1,2, 3,4
Special Proiects Manager 2.3,4
Traffic Engineer 1,2, 3,4
Transportation Director 1.2, 3,4
Junior Planner 1.2, 3,4
Video Producfion Manager 2,3
Warehouse Technician 1,2. 3.4
City Attorney's Office:
Senior Assistant City Attorney 1.2, 3,4
Assistant City Attorney 1,2,3,4
Deputy City Attorney 1.2, 3,4
City Clerk's Office:
Assistant City Clerk 2, 3, 4
Deputy City Clerk/Technician 2, 3,4
Page 4 of 6 1/8/2013
Attachment 2
Records Manager
Records Management Supervisor
2,3
2,3
City Employees under the Executive Manager
of the Carlsbad Municipal Water District:
Accountant
Accounfing Supervisor
Associate Engineer
Cross Connecfion Control Technician
Deputy City Engineer
-Management Analyst
Public Works Manager
Public Works Supervisor
Senior Civil Engineer
Senior Cross Connecfion Control Technician
Senior Engineering Inspector
Ufilifies Director
2, 3,4
2,3
1,2
1.2
1,2, 3,4
2,3
2,3
2,3
1.2, 3,4
1.2, 3,4
1,2, 3,4
1.2, 3,4
Consultants
Boards and Commissions:
Members of the Agricultural Conversion Mitigafion
Fee Ad Hoc Citizens' Advisory Committee 1, 2, 3, 4
Members of the Arts Commission 1,2,3,4
Members of the Board of Library Trustees 1, 2, 3, 4
Members of the Carlsbad Tourism Business Improvement District 1,2,3,4
Members of the Design Review Board 1,2,3,4
Members of the Housing Commission 1,2,3,4
Members of the Oversight Board for the Successor Agency 1, 2, 3,4
Members of the Parks and Recreafion Commission 1,2,3,4
Page 5 of 6 1/8/2013
Attachment 2
Members of the Planning Commission
Members of the Senior Commission
Members of the Traffic Safety Commission
1.2, 3,4
1,2, 3,4
This position is required to report by virtue of Govemment Code Section 87200.lt is included for disqualification purposes only. See Government
Code Section 87200 for disclosure requirements.
When a designated employee is also required to file a conflict of interest form under Article 2 (Gov't Code §87200, Fonn 700) of the Act, he or
she may expand their statement to cover reportable interests in both jurisdictions or both positions and file copies of this expanded statement
with the City Cleri< provided that each copy of such expanded statement filed in place of an original is signed and verified by the designated
employee as if it were an original.
The duties of each consultant will be separately evaluated to detennine whether or not disclosure will be required, and the categories which will
apply. The evaluation of the consultant's duties will be conducted by the department head of the department which is responsible for the hiring
of the consultants. The disclosure requirement shall be included in the consultant's contract approved by the City Council, Housing and
Redevelopment Commission, City Manager or Executive Manager of the Carisbad Municipal Water District.
Page 6 of 6 1/8/2013