HomeMy WebLinkAbout2003-12-16; City Council; Resolution 2003-3421
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RESOLUTION NO. 2003-342
A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF CARLSBAD, CALIFORNIA, APPROVING THE
RECLASSIFICATION OF PURCHASING OFFICER TO
FINANCE MANAGER, AMENDING THE MANAGEMENT
SALARY SCHEDULE AND CONFLICT OF INTEREST
CODE RESPECTFULLY.
WHEREAS, it is recommended that the Purchasing Officer be reclassified to the
new management position of Finance Manager to reorganize the duties within the
Finance Department; and,
WHEREAS, the data represented by the classification study warrants the
initiation of the management position, Finance Manager, to meet the current position
requirements; and warrants converting the funding of one vacant position.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of
Carlsbad, California, as follows:
1. That the above recitations are true and correct.
2. That the City Council authorizes the amendment of the revised Management
Salary Structure to include Finance Manager in grade 5, as shown in Attachment B,
attached hereto and made a part thereof.
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3. That the City Council authorizes the amendment of the Conflict of Interest
Code to add the position of Finance Manager to the list of Designated Employees filing in
disclosure categories 2 and 3, as shown in Attachment C, attached to and incorporated
into this resolution.
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Carlsbad
City Council held on the 16th day of DECEMBER ,2003, by the following vote,
to wit:
AYES: Council Members Lewis, Finnila, Kulchin, Hall and Packard
NOES: None
ABSENT: None
/” ATTEST:
( fl&La&te $v m4
Lo- M. WOOD, City Clerk
Page 2 of 2 of Resolution No. 2003-342.
ATTACHMENT A
CITY OF CARLSBAD
CLASS SPECIFICATION
JOB TITLE:
DEPARTMENT:
FINANCE MANAGER
FINANCE
BASIC FUNCTION:
Under general direction, plans, organizes and directs the activities of divisions or functions
within the Finance Department. Administers and coordinates the preparation and execution of
services or functions within area of responsibility; serves as a member of the department’s
management team and performs related duties as required.
KEY RESPONSIBILITIES:
Plans, supervises and reviews the work of staff responsible for financial services or functional
areas.
Coordinates assigned operational services and activities within the City and outside agencies and
organizations.
Participates in intermediate and long-range financial planning strategies, City goals and
objectives.
Analyzes, identifies and implements service delivery methods and procedures for improving
operations, and internal controls.
Develops and implements new procedures to comply with changes in policy or new legislation.
Recommends, administers and monitors assigned budgets, year-end requirements and applicable
municipal codes.
Ensures research and response to public and employee inquiries and complaints relative to City
policies and procedures within areas of responsibility.
Advises Finance Director on budgetary, financial or other departmental matters.
Interprets, communicates and presents technical issues related to the department’s functions.
Prepares, audits and supervises the distribution of all financial reports.
Ensures selection, training, motivation and general supervision of assigned finance staff.
1
5-
Represents the Finance department and/or City at various professional events.
Performs related duties and responsibilities as required.
QUALIFICATIONS:
Knowledpe of:
Principles and practices of administration, budgeting and analysis
Principles of supervision, training and performance management
Modem and complex principles and practices of municipal finance and accounting
Automated financial management systems
Pertinent Federal, State and local laws, codes and regulations
Government accounting principles and practices
Broad range of technical and non-technical knowledge of financial issues and specific
area of responsibility
Abilitv to:
Learn and utilize automated financial information systems
Interpret and analyze implement financial information, goals and objectives, procedures,
work standards and internal controls
Audit and analyze accounting systems and procedures to determine compliance with
applicable laws, regulations and policies
Make formal and informal presentations
Research technical resource information and data
Communicate and assimilate information consistent with the essential job function
Utilize independent reasoning to solve complex problems within broad policy guidelines
and make sound decisions
Work irregular hours to meet deadlines and achieve objectives
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Work and coordinate the work of others in a multi-task environment
Utilize office equipment
Integrate electronic system information
Implement essential functions of the position
EDUCATION AND EXPERIENCE:
Any combination equivalent to the education and experience that could likely provide the
required knowledge and abilities is qualifymg. A typical background would include:
Bachelor's degree from an accredited college or university in accounting, finance,
economics, public administration, business administration or a closely related course of
study, and three to five years of professional-level experience within a large accounting or
finance department.
One to two years of supervisory experience within a large accounting or finance
department.
PHYSICALMENTAL REQUIREMENTS AND ENVIRONMENT:
While performing the duties of this class, an employee is regularly required to communicate, in
person and by telephone; utilize office equipment. An employee is also required to assimilate
written materials relevant to the position.
In addition, while performing the duties, employees of this class are regularly required to engage
communication skills; interpret financial and statistical data, information and documents; analyze
and solve problems; use math and apply mathematical reasoning and abstract statistical concepts;
observe and interpret people and situations; learn and apply new information 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.
Ability to work in a standard office environment with some exposure to the outdoors; ability to
travel to different sites and locations; attend evening meetings; work under pressure and
potentially stressful situations.
This is an at-will Management classification.
DATE APPROVED:
3 7
Attachment B
Administrative Services Director
Assistant City Manager
Community Development Director
Fire Chief
Police Chief
Public Works Director
Assistant City Attorney
Deputy Public Works Director
Finance Director
Fire Division Chief
Human Resources Director
Information Technology Director
Library Director
Planning Director
8 $1 07,000
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8
8
8
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7 $90,100
7
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7
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7
MARKET RANGE
Police Captain
Assistant Finance Director
Assistant Library Director
Assistant Planning Director
Building & Code Enforc. Manager
City Communications Manager
Deputy City Attorney
$123,000 - $155,200
7
6 $76,400 $87,800 - $1 10,800
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6
6
6
6
,
Rev. 1 1-20-03
Attach men t B
Public Works Supervisor
Aquatic Supervisor
Management Salary Structure (Base Pay)
FY 2003-04
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2 $47,800 $53,900 - $65,800
Assistant City Clerk
Associate Analyst
Benefits Administrator
Gallery Coordinator
Media Services Specialist
Recreation Area Manager
Secretary to City Attorney
2
2
2
2
2
2
2
Secretary to City Council
Secretary to City Manager '
2
2
Rev. 1 1-20-03
Community Coordinator
Management Assistant
1 $43,500 $49,100 - $59,800
1
AMENDED APPENDIX
TO THE LOCAL CONFLICT OF INTEREST CODE
OF THE CITY OF CARLSBAD,
THE HOUSING & REDEVELOPMENT AGENCY, CARLSBAD, Ci
PUBLIC FINANCING AUTHORITY AND
THE CARLSBAD MUNICIPAL WATER DISTRICT
JFORN IA
The positions and categories within the City listed in this appendix are "designated
positions." Any person whose position 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: Y" investment and
real property disclosure; "2" personal income disclosure; "3" business entity income
disclosure; "4" business position disclosure.
DES I G N ATE D PO S IT1 0 N S DISCLOSURE CATEGORIES
Mayor and Members of the City Council
City Manager
City Attorney
City Clerk
Chairman and Members of the Housing and
Redevelopment Commission
Executive Director to the Housing and
Redevelopment Commission
Attorney of the Housing and
Red evelop men t Commission
Secretary of the Housing and
Redevelopment Commission
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
Chairman and Members of the
Public Financing Authority
Executive Director of the Carlsbad
Public Financing Authority
General Counsel of the Carlsbad
Public Financing Authority
Secretary of the Public Financing Authority
Treasurer of the Public Financing Authority
*
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*
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*
*
**
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*
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Who we Puuc Invest-:
Administrative Services Director
Assistant to the Treasurer
City Treasurer
Deputy City Treasurer
Finance Director
City St-y Maw:
Accountant
Accounting Supervisor
Administrative Coordinator-Special Districts
Aquatics Supervisor
Assistant City Manager
Assistant to City Manager
Assistant Engineer
Assistant Finance Director
Assistant Library Director
Assistant Planner
Assistant Planning Director
Associate Analyst
Associate Engineer
Associate Planner
Benefits Administrator
Building & Code Enforcement Manager
Building Inspector I €4 I1
Buyer
City Communications Manager
Code Enforcement Officer I & I1
Community Coordinator
Community Development Director
Construction Inspector I & II
Construction Manager
Cultural Arts Manager
Deputy City Engineer
Deputy Public Works Director
Economic Development Manager
Environmental Programs Manager
Environmental Specialist I & II & Senior
Equipment Maintenance Supervisor
Finance Manager
Fire Chief
Fire Division Chief
Fire Battalion Chief
Fire Marshal
Gallery Coordinator
Geographic Information Systems Manager
Housing & Redevelopment Director
Pane 7 of 4
Housing Program Manager
Human Resources Director
Human Resources Manager
Information Technology Director
Information Technology Manager
Library Director
Management Analyst
Management Assistant
Management Intern
Media Services Specialist
Municipal Projects Manager
Park Development Manager
Park Planner
Planning Director
Planning Technician I & II
Police Chief
Police Captain
Police Communications Manager
Police Lieutenant
Principal Librarian
Principal Construction Inspector
Principal Planner
Public Works Director
Public Works Manager
Public Works Supervisor
Purchasing Officer
Recreation Area Manager
Recreation Director
Recreation Services Manager
Risk Manager
Sen io r Accountant
Senior Building Inspector
Senior Civil Engineer
Senior Construction Inspector
Senior Management Analyst
Senior Planner
Video Production Manager
Assistant City Attorney
Deputy City Attorney
k's Office:
Assistant City Clerk
Deputy City ClerWechnician
Records Manager
Records Supervisor
1,21394
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City Fmployees we Fmive Manaaer
Cawad Muruc;rpal W&r Distrid: .. ..
Accountant
Accounting Supervisor
Associate Engineer
Cross Connection Control Technician
Deputy City Engineer
Deputy Public Works Director
Management Analyst
Public Works Manager
Public Works Supervisor
Senior Civil Engineer
Senior Engineering Inspector
Members of the Arts Commission
Members of the Board of Library Trustees
Members of the Design Review Board
Members of the Housing Commission
Members of the Parks and Recreation Commission
Members of the Planning Commission
Members of the Senior Commission
Members of the Sister City Committee
Members of the Traffic Safety Commission
***
* This position is required to report by virtue of Government Code Section 87200.h is included for disqualification purposes
only. See Government Code Section 87200 for disclosure requirements.
When a designated employee is also required to file a &nflict of interest form under Article 2 (Gov't Code s87200, Form 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 determine 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 Carlsbad Municipal Water District.
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