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HomeMy WebLinkAbout2013-05-14; City Council; Resolution 2013-113EXHIBIT 1 RESOLUTION NO. 2013-113 2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, ESTABLISHING NEW MANAGEMENT AND GENERAL CLASSIFICATION SPECIFICATIONS, AND AMENDING THE GENERAL EMPLOYEES SALARY SCHEDULE AND THE CONFLICT 5 OF INTEREST CODE 6 7 II ^ WHEREAS, it is necessary to establish new classification specifications to g support department changes and greater efficiencies; and JO WHEREAS, it is necessary to amend the Conflict of Interest Code; and 11 NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of 12 Carlsbad, California, as follows: 1. That the above recitations are true and correct. 2. That the City adopt the new general classification of Business Intelligence Analyst and related summary classification description (Attachment A). 3. That the City adopt the new management classification, Business jg Intelligence Architect and related summary classification description (Attachment A). 19 4. That the City adopt the amended Salary Schedule - General Employees 20 (CCEA) grade table (Attachment B). 5. That the City adopt the amended Management Salary Structure (Base Pay) grade table (Attachment C). 6. That Resolution No. 2013-009, adopted on January 8, 2013 which approved the "Local Conflict of Interest Code" is hereby amended to add the 13 14 15 16 17 21 22 23 24 25 25 classification of Business Intelligence Architect, filing in the disclosure categories 2, 3 27 and 4 (Attachment D). 28 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Carlsbad on the 14^^ day of May, 2013, by the following vote to wit: AYES: NOES: Council Members Hall, Packard, Wood, Blackburn and Douglas. None. ABSENT: None. BARBA^^^^^^TcityCi^ rO;V (SEAL)^ Attachment A CITY OF CARLSBAD CLASS SPECIFICATION JOB SERIES: BUSINESS INTELLIGENCE ANALYST BUSINESS INTELLIGENCE ARCHITECT DEPARTMENT: INFORMATION TECHNOLOGY DISTINGUISHING FEATURES AND SUMMARY DESCRIPTION: The primary purpose of positions in this job series is to use experience and expertise to design and support business intelligence applications. The Business Intelligence Analyst is a full professional leveled role. This position provides data warehouse architectural design, development and support in multi-platform environments, works on multiple projects as a team member and may lead projects of moderate complexity and may supervise less experienced staff. Business Intelligence Architect is an expert/lead technical role that provides technical expertise and direction for the development of complex enterprise-wide business intelligence and decision support systems solutions; works on multiple projects as a project leader or sometimes as a business subject matter expert; works on highly complex projects that require in-depth knowledge across multiple technical areas and business segments. Supervises assigned staff, coaches and mentors more junior technical staff. Duties and Responsibilities: Business Intelligence Analyst Leads business analysis tasks and coordinates with IT (project manager, business analysts) and stakeholders for the full business cycle of related projects. Gathers and assesses business information needs and prepares system requirements. Performs analyses, develops and evaluates of data mining in a data warehouse environment to include data design, database architecture, metadata and repository creation. Uses data mining and data analysis tools. Reviews and validates data loaded into the data warehouse for accuracy. Interacts with user community to produce reporting requirements. Provides technical consulting to users of the various data warehouses and advises users on conflicts and inappropriate data usage. Provides prototyping solutions, prepares test scripts, and conducts tests and for data replication, extraction, loading, cleansing, and data modeling for data warehouses. Attachment A Maintains knowledge of software tools, languages, scripts, and shells that effectively support the data warehouse environment in different operating system environments. Possesses working knowledge of Relational Database Management Systems (RDBMS) and data warehouse front-end tools. Must have an extensive knowledge of data warehouse and data mart concepts. Sets and conducts requirements sessions. Manages requirements specifications. Drives solution options analysis along with technical team. Reviews test cases, develops user acceptance testing test scripts. Provides status updates to project manager. Duties and Responsibiltiies: Business Intelligence Architect Leads the design and support of data architecture, database design and integration, transformations, and load processes. Performs data analysis to design and develop appropriate design models for warehouse and analytics. Collaborates with team to establish data architecture design. Develops logical and physical data models to support design and development of data warehouse and data marts. Works in partnership with database administrators to implement physical data model into high performing databases. Translates client user requirements into data flows and data mappings. Architects, develops and implements data integration process using data integration tools to load data warehouse and data marts. Troubleshoots and provides technical assistance in the use and understanding of existing data warehouse applications. Works with enterprise-wide business and IT senior management to understand and prioritize data and information requirements. Solves complex technical problems. Optimizes the performance of enterprise business intelligence tools by defining data to filter and index that add value to the user. Attachment A Creates testing methodology and criteria. Designs and coordinates a curriculum for coaching and training customers in the use of business intelligence tools to enhance business decision-making capability. Develops standards, policies and procedures for the form, structure and attributes of the business intelligence tools and systems. Develops data/information quality metrics. Researches new technology and develops business cases to support enterprise-wide business intelligence solutions. Knowledge and Abilities • Data integration and tools • Complex data analysis • Database warehousing and business intelligence • Application development using .NET • Trends and developments in business intelligence practices and related technologies, operating systems and application development • Project management practices and the ability to manage multiple projects simultaneously • Programming or shell scripting • Production support experience utilizing effective communication, troubleshooting skills • Business intelligence services for analytics, reporting and data transformation Education and Experience Business Intelligence Analyst Education: Bachelor's Degree in Computer Science, Information Systems, or other related field or equivalent work experience. Experience: Typically has 5 to 7 years of business analyst work experience, business intelligence tools and systems. Business Intelligence Architect Education: Bachelor's or Master's Degree in Computer Science, Information Systems, or other related field or equivalent work experience. Experience: Typically has 7 to 10 years of experience with large and complex database management systems, business intelligence tools and systems. 1 Attachment A JOB SERIES ESSENTIAL FUNCTIONS r^e conditions below are representative of those that must be met by an employee to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. Language Ability: • Requires ability to compare, count, differentiate, 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 situations. 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 routine correspondence. • Must be able to communicate orally and in writing, 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 effectively present information and respond to questions from groups of managers, clients, and the general public. Mathematical Ability: Knows how to apply mathematics, including basic algebraic, plane geometric and trigonometric formulas. Must be able to demonstrate ability to calculate percentages, fractions, decimals, volumes, ratios, and spatial 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 rational judgment when performing diversified work activities. 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, digitizer, plotter, blue line printers, photocopier, calculator, drafting instruments, and engineer and architect scale. 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. • Essential and marginal functions may require maintaining physical condition necessary for sitting for prolonged periods of time. Must be able to exert light physical effort,, typically involving lifting, carrying, pushing and pulling of up to 30 pounds. Tasks may involve extended periods of time at a keyboard or workstation. 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, writing instruments, papers, books, manuals, and reports. • Job entails occasional walking, standing, bending, stooping, climbing, and reaching at and above shoulders and twisting at the waist. On an infrequent basis, the incumbent must be able to squat and kneel. Attachment A 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. This position is impacted by urgent time deadlines due to various reporting and filing requirements. Positions in Public Safety involve 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 interruptions. 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 facilities when necessary. DATE APPROVED: May 14, 2013 Attachment B3- SALARY SCHEDULE - GENERAL EMPLOYEES Effective May 14, 2013June 26; 2012 CLASSIFICATION RANGE ACCOUNT CLERK I 17 ACCOUNT CLERK II 25 ACCOUNTANT 68 ACCOUNTING SUPERVISOR 54 ACCOUNTING TECHNICIAN 40 ADMINISTRATIVE SECRETARY 42 APPLICATIONS ANALYST 94 APPLICATIONS ASSOCIATE ANALYST 75 AQUATICS SPECIALIST 49 ASSISTANT ENGINEER 82 ASSISTANT PLANNER 64 ASSISTANT TO THE TREASURER 73 ASSOCIATE CONTRACT ADMINISTRATOR 52 ASSOCIATE ENGINEER 98 ASSOCIATE PLANNER 78 BUILDING INSPECTOR I 55 BUILDING INSPECTOR II 70 BUILDING MAINTENANCE WORKER I 29 BUILDING MAINTENANCE WORKER II 41 BUILDING TECHNICIAN II 50 BUSINESS INTELLIGENCE ANALYST 84 BUSINESS SYSTEMS ASSOCIATE 70 BUSINESS SYSTEMS SPECIALIST 84 BUYER/CONTRACT ADMINISTRATOR 63 CLIENT SYSTEMS ADMINISTRATOR 87 CLIENT SYSTEMS ASSOC. ADMINISTRATOR 51 CIRCULATION SUPERVISOR 37 CODE COMPLIANCE SPECIALIST I 43 CODE COMPLIANCE SPECIALIST II 55 COMMUNITY OUTREACH SUPERVISOR 58 CRIME PREVENTION SPECIALIST 44 CROSS CONNECTION CONTROL TECHNICIAN 56 CUSTODIAN 6 CUSTODIAN II 16 DEPUTY CITY CLERK/TECHNICIAN 39 ELECTRICIAN 41 ENGINEERING TECHNICIAN I 45 ENGINEERING TECHNICIAN II 57 ENVIRONMENTAL SPECIALIST I 52 ENVIRONMENTAL SPECIALIST II 69 EQUIPMENT SERVICE WORKER 18 EQUIPMENT TECHNICIAN I 34 EQUIPMENT TECHNICIAN II 51 GIS ADMINISTRATOR 109 GIS ANALYST 84 GIS ASSOCIATE ANALYST 70 GIS TECHNICIAN 60 GRAPHIC ARTIST 45 HOUSING ASSISTANT 20 HOUSING SPECIALIST I 46 HOUSING SPECIALIST II 61 HUMAN RESOURCES TECHNICIAN 52 CLASSIFICATION RANGE INSPECTOR I 55 INSPECTOR II 70 JUNIOR ENGINEER 68 JUNIOR PLANNER 50 JUVENILE JUSTICE PROGRAM COORD. 58 LEAD EQUIPMENT TECHNICIAN 61 LEGAL ASSISTANT 56 LEGAL SECRETARY 49 LIBRARIAN I 45 LIBRARIAN II 58 LIBRARY ASSISTANT I 26 LIBRARY ASSISTANT II 37 LIBRARY CLERK I 3 LIBRARY CLERK II 6 LIBRARY MEDIA&GRAPHICS SUPERVISOR 58 MAINTENANCE AIDE 10 MAINTENANCE WORKER I 14 MAIL CLERK/MESSENGER 1 METER SERVICES WORKER I 1 METER SERVICES WORKER II 33 METER SERVICES WORKER III 46 NETWORK ENGINEER 87 NETWORK OPERATOR 70 OFFICE SPECIALIST I 5 OFFICE SPECIALIST II 11 OPERATIONS/MAINTENANCE STOREKEEPER 43 PARK MAINTENANCE SPECIALIST PARK MAINTENANCE WORKER II PARK MAINTENANCE WORKER III PARK PLANNER PLANNING TECHNICIAN I PLANNING TECHNICIAN II POLICE RECORDS SPECIALIST I POLICE RECORDS SPECIALIST II PRODUCTION TECHNICIAN RECORDS MANAGEMENT SUPERVISOR RECREATION ASSISTANT RECREATION SPECIALIST RECREATION SUPERVISOR SANITATION SYSTEMS OPERATOR I SANITATION SYSTEMS OPERATOR II SANITATION SYSTEMS OPERATOR III SECRETARY SENIOR APPLICATIONS ANALYST SENIOR BUILDING INSPECTOR SENIOR BUILDING MAINTENANCE WORKER 51 SENIOR BUSINESS SYSTEMS SPECIALIST 99 SENIOR CIRCULATION SUPERVISOR SENIOR CONSTRUCTION INSPECTOR SENIOR CONTRACT ADMINISTRATOR SENIOR CROSS CONN. CONTROL TECH. 41 28 46 85 35 50 17 22 39 56 10 29 54 24 46 56 34 109 85 50 85 79 66 5/2/20137/18/2012 \0 CLASSIFICATION RANGE SENIOR DATABASE ADMINISTRATOR 113 SENIOR ELECTRICIAN 51 SENIOR ENVIRONMENTAL SPECIALIST 84 SENIOR LIBRARIAN 73 SENIOR NETWORK ENGINEER 113 SENIOR OFFICE SPECIALIST 22 SENIOR PLANNER 91 SENIOR STORM DRAIN MAINT. WORKER 48 SENIOR WEB ENGINEER 113 SITE MANAGER 4 STOREKEEPER 18 STORM DRAIN MAINTENANCE WORKER 34 STREET MAINTENANCE WORKER II 28 STREET MAINTENANCE WORKER III 46 TECHNICIAN I 35 TREE TRIMMER I 20 TREE TRIMMER II 32 TREE TRIMMER LEADWORKER 46 TRAFFIC SYSTEMS OPS SPECIALIST 80 TRAINING COORDINATOR 49 UTILITY MAINTENANCE WORKER III 45 UTILITY WORKER I 24 UTILITY WORKER II 40 UTILITY WORKER III 50 VALVE MAINTENANCE WORKER 45 WASTE WATER UTILITY WORKER I 24 WASTE WATER UTILITY WORKER II 40 WASTE WATER UTILITY WORKER III 50 WAREHOUSE TECHNICIAN 43 WATER CONSERVATION SPECIALIST 40 WATER SYSTEMS OPERATOR I 34 WATER SYSTEMS OPERATOR II 54 WATER SYSTEMS OPERATOR III 64 Attachment B SALARY SCHEDULE - GENERAL EMPLOYEES Effective May 14, 2013 CLASSIFICATION RANGE CLASSIFICATION RANGE INSPECTOR I 55 ACCOUNT CLERK I 17 INSPECTOR II 70 ACCOUNT CLERK II 25 JUNIOR ENGINEER 68 ACCOUNTANT 68 JUNIOR PLANNER 50 ACCOUNTING SUPERVISOR 54 JUVENILE JUSTICE PROGRAM COORD. 58 ACCOUNTING TECHNICIAN 40 LEAD EQUIPMENT TECHNICIAN 61 ADMINISTRATIVE SECRETARY 42 LEGAL ASSISTANT 56 APPLICATIONS ANALYST 94 LEGAL SECRETARY 49 APPLICATIONS ASSOCIATE ANALYST 75 LIBRARIAN I 45 AQUATICS SPECIALIST 49 LIBRARIAN II 58 ASSISTANT ENGINEER 82 LIBRARY ASSISTANT I 26 ASSISTANT PLANNER 64 LIBRARY ASSISTANT II 37 ASSISTANT TO THE TREASURER 73 LIBRARY CLERK I 3 ASSOCIATE CONTRACT ADMINISTRATOR 52 LIBRARY CLERK II 6 ASSOCIATE ENGINEER 98 LIBRARY MEDIA&GRAPHICS SUPERVISOR 58 ASSOCIATE PLANNER 78 MAINTENANCE AIDE 10 BUILDING INSPECTOR I 55 MAINTENANCE WORKER I 14 BUILDING INSPECTOR II 70 MAIL CLERK/MESSENGER 1 BUILDING MAINTENANCE WORKER I 29 METER SERVICES WORKER I 1 BUILDING MAINTENANCE WORKER II 41 METER SERVICES WORKER II 33 BUILDING TECHNICIAN II 50 METER SERVICES WORKER III 46 BUSINESS INTELLIGENCE ANALYST 84 NETWORK ENGINEER 87 BUSINESS SYSTEMS ASSOCIATE 70 NETWORK OPERATOR 70 BUSINESS SYSTEMS SPECIALIST 84 OFFICE SPECIALIST I 5 BUYER/CONTRACT ADMINISTRATOR 63 OFFICE SPECIALIST II 11 CLIENT SYSTEMS ADMINISTRATOR 87 OPERATIONS/MAINTENANCE STOREKEEPER 43 CLIENT SYSTEMS ASSOC. ADMINISTRATOR 51 PARK MAINTENANCE SPECIALIST 41 CIRCULATION SUPERVISOR 37 PARK MAINTENANCE WORKER II 28 CODE COMPLIANCE SPECIALIST I 43 PARK MAINTENANCE WORKER III 46 CODE COMPLIANCE SPECIALIST II 55 PARK PLANNER 85 COMMUNITY OUTREACH SUPERVISOR 58 PLANNING TECHNICIAN I 35 CRIME PREVENTION SPECIALIST 44 PLANNING TECHNICIAN II 50 CROSS CONNECTION CONTROL TECHNICIAN 56 POLICE RECORDS SPECIALIST I 17 CUSTODIAN 6 POLICE RECORDS SPECIALIST II 22 CUSTODIAN II 16 PRODUCTION TECHNICIAN 39 DEPUTY CITY CLERK/TECHNICIAN 39 RECORDS MANAGEMENT SUPERVISOR 56 ELECTRICIAN 41 RECREATION ASSISTANT 10 ENGINEERING TECHNICIAN I 45 RECREATION SPECIALIST 29 ENGINEERING TECHNICIAN II 57 RECREATION SUPERVISOR 54 ENVIRONMENTAL SPECIALIST I 52 SANITATION SYSTEMS OPERATOR I 24 ENVIRONMENTAL SPECIALIST II 69 SANITATION SYSTEMS OPERATOR II 46 EQUIPMENT SERVICE WORKER 18 SANITATION SYSTEMS OPERATOR III 56 EQUIPMENT TECHNICIAN I 34 SECRETARY 34 EQUIPMENT TECHNICIAN II 51 SENIOR APPLICATIONS ANALYST 109 GIS ADMINISTRATOR 109 SENIOR BUILDING INSPECTOR 85 GIS ANALYST 84 SENIOR BUILDING MAINTENANCE WORKER 51 GIS ASSOCIATE ANALYST 70 SENIOR BUSINESS SYSTEMS SPECIALIST 99 GIS TECHNICIAN 60 SENIOR CIRCULATION SUPERVISOR 50 GRAPHIC ARTIST 45 SENIOR CONSTRUCTION INSPECTOR 85 HOUSING ASSISTANT 20 SENIOR CONTRACT ADMINISTRATOR 79 HOUSING SPECIALIST I 46 SENIOR CROSS CONN. CONTROL TECH. 66 HOUSING SPECIALIST II 61 HUMAN RESOURCES TECHNICIAN 52 5/2/2013 \ CLASSIFICATION RANGE SENIOR DATABASE ADMINISTRATOR 113 SENIOR ELECTRICIAN 51 SENIOR ENVIRONMENTAL SPECIALIST 84 SENIOR LIBRARIAN 73 SENIOR NETWORK ENGINEER 113 SENIOR OFFICE SPECIALIST 22 SENIOR PLANNER 91 SENIOR STORM DRAIN MAINT. WORKER 48 SENIOR WEB ENGINEER 113 SITE MANAGER 4 STOREKEEPER 18 STORM DRAIN MAINTENANCE WORKER 34 STREET MAINTENANCE WORKER II 28 STREET MAINTENANCE WORKER III 46 TECHNICIAN I 35 TREE TRIMMER I 20 TREE TRIMMER II 32 TREE TRIMMER LEADWORKER 46 TRAFFIC SYSTEMS OPS SPECIALIST 80 TRAINING COORDINATOR 4 9 UTILITY MAINTENANCE WORKER III 45 UTILITY WORKER I 24 UTILITY WORKER II 40 UTILITY WORKER III 50 VALVE MAINTENANCE WORKER 45 WASTE WATER UTILITY WORKER I 24 WASTE WATER UTILITY WORKER II 40 WASTE WATER UTILITY WORKER III 50 WAREHOUSE TECHNICIAN 43 WATER CONSERVATION SPECIALIST 40 WATER SYSTEMS OPERATOR I 34 WATER SYSTEMS OPERATOR II 54 WATER SYSTEMS OPERATOR III 64 Attachment C Management Salary Structure (Base Pay) FY 2012/13 JOB TITLE GRADE MINIMUM MARKET RANGE Adminsitrative Services Director 8 $ 130,500 $150,200 - $ 189,300 Assistant City Manager 8 Deputy City Manager 8 Fire Chief 8 Police Chief 8 Public Works Director 8 Assistant City Attorney 7 $113,500 $130,000 - $ 162,300 Community & Economic Dev. Director 7 Finance Director 7 Fire Division Chief 7 Housing & Neighborhood Svcs Director 7 Human Resources Director 7 Information Technology Director 7 Library and Cultural Arts Director 7 Police Captain 7 Parks and Recreation Director 7 Property & Environmental Mgmt. Dir. 7 Transportation Director 7 Assistant Finance Director 6 $ 92,900 $106,800 - $ 134,700 Assistant Utilities Director 6 Building & Code Enforc. Manager 6 Business Intelligence Architect 6 City Communications Manager 6 City Traffic Engineer 6 City Planner 6 $141,531.52 employees hired prior to 11/29/2011; y-rated due to reclassification Deputy City Attorney 6 Economic Development Manager 6 Engineering Manager 6 Fire Battalion Chief 6 Fire Marshal 6 Information Technology Manager 6 Municipal Property Manager 6 Police Lieutenant 6 Project Portfolio Manager 6 Public Works Manager 6 Assistant to the City Manager 5 $ 84,699 $95,199 - $ 116,599 Development Services Manager 5 Revised 05/14/2013 Attachment 0 JOB TITLE Management Salary Structure (Base Pay) FY 2012/13 GRADE MINIMUM MARKET RANGE Emergency Medical Services (EMS) Paramedic Nurse Coordinator 5 Environmental Programs Manager 5 $ 84,700 $95,200 - $ 116,600 Facilities Manager 5 Finance Manager 5 Finance Payroll Information Technology Mgr 5 Geographic Info. Systems Manager 5 Human Resources Manager 5 Municipal Projects Manager 5 Park Development Manager 5 Police Communications Manager 5 Principal Planner 5 Public Safety Info. Technogy Manager 5 Public Works Superintendent 5 Recreation Services Manager 5 Risk Manager 5 Senior Engineer 5 Utilities Superintendent 5 Cultural Arts Manager 4 $ 70,000 $78,800 - $ 96,200 Construction Manager 4 Deputy Library Director 4 Emergency Preparedness Coordinator 4 Housing Program Manager 4 Public Information Officer 4 Records Manager 4 Senior Accountant 4 Senior Management Analyst 4 Video Production Manager 4 Community Relations Manager 3 $ 62,300 $69,900 - $ 85,400 Management Analyst 3 Principal Librarian 3 Public Works Supervisor 3 Utilities Supervisor 3 Aquatic Supervisor 2 $ 55,400 $62,500 - $ 76,200 Assistant City Clerk 2 Associate Analyst 2 Benefits Administrator 2 Revised 05/14/2013 Attachment 0 JOB TITLE Management Salary Structure (Base Pay) FY 2012/13 GRADE MINIMUM MARKET RANGE Gallery Curator 2 Media Services Specialist 2 Recreation Area Manager 2 Secretary to City Attorney 2 Secretary to City Council 2 Secretary to City Manager 2 Communications Coordinator 1 $ 50,400 $56,900 - $ 69,200 Community Arts Coordinator 1 Community Volunteer Coordinator 1 Management Assistant 1 Revised 05/14/2013 Attachment D _APPENDIX TO THE LOCAL CONFLICT OF INTEREST CODEOF THE CITY OF CARLSBAD, CITY OF CARLSBAD AS SUCCESSOR AGENCY TO THE CARLSBAD REDEVELOPMENT AGENCY OVERSIGHT BOARD FOR SUCCESSOR AGENCY COMMUNITY DEVELOPMENT COMMISSION, 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 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. DISCLOSURE DESIGNATED POSITIONS CATEGORIES Mayor and Members of the City Council * City Manager * City Attorney * City Clerk Chairman and Members of the Community Development Commission * Executive Director of the Community Development Commission ** General Counsel for the Community Development Commission ** Secretary of the Community Development Commission * 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 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 * Carlsbad Local Conflict of Interest Code Council Approved 52/142/13 Attachment D Treasurer of the Public Financing Authority ** Carlsbad Local Conflict of Interest Code Council Approved 52/142/13 Attachment D OFFICIALS WHO MANAGE PUBLIC INVESTMENTS DISCLOSURE CATEGORIES 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 Administrative Services Director 1,2,3,4 Aquatics Supervisor 2,3 Assistant City Manager 1,2,3,4 Assistant to the City Manager 1,2,3 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 & II 1,2,3 Business Intelliaence Architect 2,3,4 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 Compliance Officer 1 & II 1,2,3,4 Communications Coordinator 2,3 Community and Economic Development Director 1,2,3,4 Community Arts Coordinator 2,3,4 Community Outreach Supervisor 2,3 Community Relations Manager 2,3,4 Community Volunteer Coordinator 2,3 Construction Manager 1,2,3,4 Cultural Arts 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 Carlsbad Local Conflict of Interest Code Council Approved 52/142/13 Attachment D Emergency Medical Services (EMS)Paramedic Nurse Coordinator 1,2,3,4 Emergency Preparedness Coordinator 1,2,3,4 Engineering Manager 1,2,3,4 Environmental Programs Manager 1,2,3,4 Environmental Specialist I & II & Senior 1,2,3 Carlsbad Local Conflict of Interest Code Council Approved 52/142/13 Attachment D DISCLOSURE CITY STAFF UNDER CITY MANAGER CONTINUED CATEGORIES Equipment Maintenance Supervisor 2,3 Facility Manager 1,2,3,4 Finance Manager 1,2,3,4 Finance Payroll & IT 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 & II 1.2.3 Gallery Curator 2,3 Geographic Information 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 Information Technology Manager 1.2,3,4 Junior Planner 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 Planning Manager 1,2,3.4 Park Planner 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 Communications 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 Property & Environmental Management Director 1.2.3.4 Public Safety Information Technology Manager 1.2.3.4 Public Works Inspector 1 & II 1.2.3 Public Works Director 1.2,3.4 Public Works Manager 1,2.3 Carlsbad Local Conflict of Interest Code Council Approved 52/142/13 Attachment D Public Works Superintendent 1,2.3,4 Public Works Supervisor 2,3 Records Supervisor (Police) 2,3 Carlsbad Local Conflict of Interest Code Council Approved 52/142/13 Attachment D CITY STAFF UNDER CITY MANAGER CONTINUED Recreation Area Manager Recreation Services Manager Risk Manager Senior Accountant Senior Building Inspector Senior Business Systems Specialist Senior Circulation Supervisor Senior Engineer Senior Construction Inspector Senior Contract Administrator Senior Librarian Senior Management Analyst Senior Planner Special Projects Manager Traffic Engineer Transportation Director Video Production Manager Warehouse Technician DISCLOSURE CATEGORIES 2,3,4 2,3.4 1,2,3,4 1,2,3,4 1,2,3,4 2,3,4 1.2,3 1.2,3,4 1.2,3,4 1.2.3.4 2.3.4 1,2.3.4 1.2,3,4 2,3.4 1,2,3.4 1.2.3.4 2.3 1,2.3,4 CITY ATTORNEY'S OFFICE Senior Assistant City Attorney Assistant City Attorney Deputy City Attorney CITY CLERK'S OFFICE Assistant City Clerk Deputy City Clerk/Technician Records Manager Records Management Supervisor 1,2,3,4 1,2,3,4 1,2.3.4 2,3,4 2,3.4 2.3 2.3 CITY EMPLOYEES UNDER THE EXECUTIVE MANAGER OF THE CARLSBAD MUNICIPAL WATER DISTRICT Accountant 2.3.4 Accounting Supervisor 2.3 Cross Connection Control Technician 1.2 Engineering Manager 1,2,3.4 Management Analyst 2.3 Public Works Manager 2.3 Public Works Supervisor 2,3 Senior Engineer 1,2,3,4 Senior Cross Connection Control Technician 1.2.3.4 Carlsbad Local Conflict of Interest Code Council Approved 52/142/13 Attachment D CONSULTANTS Carlsbad Local Conflict of Interest Code Council Approved 52/142/13 Attachment D BOARDS AND COMMISSIONS DISCLOSURE CATEGORIES Members of the Agricultural Conversion Mitigation Fee Ad Hoc Citizens' 1,2,3,4 Advisory Committee 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 1.2,3,4 Business Improvement District Members of the Carlsbad Golf Lodging Business Improvement District 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 Recreation 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 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 forni under Article 2 (Gov't Code §87200, Fomn 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. Carlsbad Local Conflict of Interest Code / Council Approved 52/142/13 APPENDIX TO THE LOCAL CONFLICT OF INTEREST CODEOF THE CITY OF CARLSBAD, CITY OF CARLSBAD AS SUCCESSOR AGENCY TO THE CARLSBAD REDEVELOPMENT AGENCY OVERSIGHT BOARD FOR SUCCESSOR AGENCY COMMUNITY DEVELOPMENT COMMISSION, 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 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. DISCLOSURE DESIGNATED POSITIONS CATEGORIES Mayor and Members of the City Council * City Manager * City Attorney City Clerk Chairman and Members of the Community Development Commission * Executive Director of the Community Development Commission ** General Counsel for the Community Development Commission ** Secretary of the Community Development Commission * 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 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 ** Carlsbad Local Conflict of Interest Code Council Approved 5/14/13 OFFICIALS WHO MANAGE PUBLIC INVESTMENTS Assistant to the Treasurer City Treasurer Deputy City Treasurer Finance Director DISCLOSURE CATEGORIES CITY STAFF UNDER CITY MANAGER Accountant Accounting Supervisor Administrative Services Director Aquatics Supervisor Assistant City Manager Assistant to the City Manager Assistant Engineer Assistant Finance Director Assistant Planner Assistant Planning Director Associate Analyst Associate Contract Administrator Associate Engineer Associate Planner Benefits Administrator Building & Code Enforcement Manager Building Inspector I & II Business Intelligence Architect Business Systems Specialist Buyer /Contract Administrator City Communications Manager City Planner Code Compliance Officer I & II Communications Coordinator Community and Economic Development Director Community Arts Coordinator Community Outreach Supervisor Community Relations Manager Community Volunteer Coordinator Construction Manager Cultural Arts Manager Deputy Fire Marshall Deputy Library Director Development Services Manager Economic Development Manager Emergency Medical Services (EMS)Paramedic Nurse Coordinator Emergency Preparedness Coordinator Engineering Manager Environmental Programs Manager Environmental Specialist I & II & Senior Carlsbad Local Conflict of Interest Code Council Approved 5/14/13 2,3,4 2,3,4 1,2,3,4 2,3 1,2,3.4 1,2.3 1.2 1,2,3.4 1.2,3,4 1,2,3,4 1,2,3,4 1,2,3,4 1,2 1.2,3,4 2,3 1,2,3 1,2,3 2. 3,4 2,3,4 1,2,3,4 1,2,3,4 1,2,3,4 1,2,3,4 2,3 1,2,3,4 2,3,4 2,3 2,3,4 2,3 1.2,3,4 1.2,3,4 1,2,3 1,2,3,4 1,2,3,4 1,2,3,4 1.2,3,4 1.2,3,4 1.2.3,4 1,2,3,4 1,2,3 7 DISCLOSURE CITY STAFF UNDER CITY MANAGER CONTINUED CATEGORIES Equipment Maintenance Supervisor 2,3 Facility Manager 1,2.3,4 Finance Manager 1,2,3,4 Finance Payroll & IT 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 & II 1.2,3 Gallery Curator 2,3 Geographic Information 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 Information Technology Manager 1.2,3,4 Junior Planner 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 Planning Manager 1,2,3,4 Park Planner 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 Communications 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 Property & Environmental Management Director 1,2,3.4 Public Safety Information Technology Manager 1,2,3.4 Public Works Inspector 1 & II 1.2,3 Public Works Director 1,2,3,4 Public Works Manager 1,2,3 Public Works Superintendent 1,2,3,4 Public Works Supervisor 2,3 Records Supervisor (Police) 2,3 Carlsbad Local Conflict of Interest Code Council Approved 5/14/13 CITY STAFF UNDER CITY MANAGER CONTINUED Recreation Area Manager Recreation Services Manager Risk Manager Senior Accountant Senior Building Inspector Senior Business Systems Specialist Senior Circulation Supervisor Senior Engineer Senior Construction Inspector Senior Contract Administrator Senior Librarian Senior Management Analyst Senior Planner Special Projects Manager Traffic Engineer Transportation Director Video Production Manager Warehouse Technician DISCLOSURE CATEGORIES 2,3,4 2,3,4 1,2,3,4 1.2,3,4 1,2,3,4 2,3,4 1,2,3 1,2,3,4 1,2,3,4 1,2,3,4 2,3,4 1,2,3,4 1,2,3,4 2,3,4 1,2,3,4 1,2,3,4 2,3 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 Records Manager 2.3 Records Management Supervisor 2,3 CITY EMPLOYEES UNDER THE EXECUTIVE MANAGER OF THE CARLSBAD MUNICIPAL WATER DISTRICT Accountant 2,3,4 Accounting Supervisor 2,3 Cross Connection Control Technician 1,2 Engineering Manager 1,2.3,4 Management Analyst 2.3 Public Works Manager 2,3 Public Works Supervisor 2,3 Senior Engineer 1,2,3.4 Senior Cross Connection Control Technician 1,2.3,4 CONSULTANTS Carlsbad Local Conflict of Interest Code Council Approved 5/14/13 BOARDS AND COMMISSIONS DISCLOSURE CATEGORIES Members of the Agricultural Conversion Mitigation Fee Ad Hoc Citizens' 1,2,3.4 Advisory Committee 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 1,2,3,4 Business Improvement District Members of the Carlsbad Golf Lodging Business Improvement District 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 Recreation 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 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, 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 Carisbad Municipal Water District. Carlsbad Local Conflict of Interest Code Council Approved 5/14/13 .0