HomeMy WebLinkAboutStaff Report 2.F 03/16/2009CITY OF PETALUMA, CALIFORNIA
AGENDA BILL
Agenda Title:
RESOLUTION AMENDING THE CLASSIFICATION AND COMPENSATION
PLAN BY ESTABLISHING THE NEW CLASSIFICATION, PAY RANGE, AND
UNIT ASSIGNMENT OF DIRECTOR OF FINANCE AND ABOLISHING THE
CLASSIFICATION OF ADMINISTRATIVE SERVICES DIRECTOR.
2.F
March 16, 2009
Meeting Date: March 16, 2009
Meeting Time: ❑ 3:00 PM
® 7:00 PM
Categorv: ❑ Presentation ® Consent Calendar ❑ Public Hearing ❑ Unfinished Business ❑ New Business
Department: Director: Contact Person: Phone Number:
City Manager John Brown John Brown/ (707) 778-4345
Pamala Robbins
Cost of Proposal: N/A Name of Fund:
Amount Budgeted: Account Number:
Recommendation: It is recommended that the City Council take the following action:
Approval of the Resolution amending the City's Classification Plan by Establishing the New Classification, Pay
Range, and Unit Assignment of Director of Finance and Abolishing the Classification of Administrative Services
Director.
Summary Statement: The position of Director of Finance directs, manages, and oversees the activities and
operations of the City's financial operations including financial reporting, accounting, payroll, budget, debt
administration, revenue management, utility billing, business licensing, and purchasing. This position also serves
as the City Treasurer and City Auditor.
In April 2005 the position of Director of Finance was reallocated to the position of Administrative Services
Director and given the responsibility of providing general direction to the functions of information technology
and human resources. The Administrative Services Department has been reorganized and directed to solely focus
on financial operations. The functions of information technology and human resources have been organized
under the City Manager's Department. This change enables the Director of Finance to provide focused
management that the City's financial operations require.
Based upon this organizational change, Human Resources created a new and updated classification specification
for the position of Director of Finance. No change to the salary range of the position is recommended. No
change was made in the salary range when the position was classified to Administrative Services Director from
the original Director of Finance position. When approved Human Resources will commence recruitment for the
position of Director of Finance.
Attachments to Agenda Packet Item:
1. Resolution Amending the Classification and Compensation Plan by Establishing the New Classification,
Pay Range, and Unit Assignment of Director of Finance and Abolishing the Classification of
Administrative Services Director.
2. Attachment A — Class specification for the position of Director of Finance.
Reviewed by Admin.
Svcs. Dir: Reviewed by City Attornev: Approved byby Citv Manager:
Date: Date: Date: f f y
Rev. # T i (� Date Last Revised: File:
CITY OF PETALUMA, CALIFORNIA
MARCH 16, 2009
AGENDA REPORT
FOR
RESOLUTION AMENDING THE CLASSIFICATION AND COMPENSATION PLAN BY ESTABLISHING
THE NEW CLASSIFICATION, PAY RANGE, AND UNIT ASSIGNMENT OF DIRECTOR OF FINANCE AND
ABOLISHING THE CLASSIFICAITON OF ADMINISTRATIVE SERVICES DIRECTOR
1. RECOMMENDATION:
Approval of the Resolution aniending the City's Classification and Compensation Plan by
establishing the new classification, pay range, and unit assignment of Director of Finance and
abolishing the classification of Administrative Services Director.
2. FINANCIAL IMPACTS:
The salary range for Director of Finance is the same as the existing range for Administrative
Services Director.
0
Resolution No. 2009 -XX N.C.S.
of the City of Petaluma, California
RESOLUTION AMENDING THE CLASSIFICATION AND COMPENSATION PLAN
BY ESTABLISHING THE NEW CLASSIFICATION, PAY RANGE, AND UNIT
ASSIGNMENT OF DIRECTOR OF FINANCE AND ABOLISHING THE
CLASSIFICATION OF ADMINISTRATIVE SERVICES DIRECTOR
WHEREAS, the City wishes to keep current its Classification Plan; and amendments and
or revisions to the Classification Plan are effective upon approval by the City Council; and
WHEREAS, the City Manager/ Personnel Officer has determined that certain duties and
responsibilities are appropriately allocated to the classification of Director of Finance (attached
hereto and marked Attachment A); and
WHEREAS, the pay range and unit assignment for the classification as listed below, are
hereby reconnnended, effective with the adoption of this Resolution; and
Classification Title Pay Range Per Month Unit Assignment
Director of Finance $9,449.18 - $12,262.43 Unit 8 — Department
Directors
NOW, THEREFORE, BE IT RESOLVED that the City Council does hereby approve
the amendments to the Classification and Compensation Plan as written in this Resolution
including the amendment in the Competitive Service of the Personnel System; and
BE IT FURTHER RESOLVED, that this action is taken pursuant to Personnel Code
3.04.020 and Personnel Rules and Regulations (Rule IV- Classification and Rule V —
Compensation) and, that the notice of this action has been properly posted.
a
Director of Finance
CITY OF PETALUMA
CLASS SPECIFICATION
Date: 03/16/09
Job Class: 08XXXX
Summary
Direct, manage, and oversee the activities and operations of the Finance Department including
financial reporting, accounting, payroll, budget preparation, treasury function, debt
administration, revenue management, utility billing, business licensing, and purchasing; advise
the City Manager and City Council on financial matters. Serve as the City Treasurer and City
Auditor.
Class Characteristics
Administrative direction is provided by the City Manager; responsibilities include the direct and
indirect supervision of management, technical, and support services personnel.
Essential Duties, Skulls, and Demands of the Position
The ditties, skills, and demands described here are representative of those that must be nret by an
employee to successfidly perform the essential,fimctions of this job. Reasonable acconmrodations
may be made to enable individuals with a disabilit3, to perform the essential ditties, skills, and
demands.
Duties:
Direct, manage and oversee all Finance Department services and activities including financial
reporting, accounting, payroll, budget preparation, treasury function, debt administration,
revenue management, utility billing, business licensing, and purchasing.
Develop, plan, and implement department goals, objectives, policies, procedures, and priorities
Manage and participate in the development and administration of the City budget, Capital
Improvement budget, and Finance Department budget; direct the monitoring of and approve
expenditures; direct the preparing of and implement budgetary adjustments as necessary.
Oversee the annual fiscal year audit and participate in the review of the results of the annual
audit with external auditors.
Monitor and evaluate the efficiency and effectiveness of financial methods and procedures;
administrative and support systems; identify opportunities for improvement; direct the
implementation of changes.
Coordinate Finance Department activities with those of other departments and outside agencies
and organizations.
Provide administrative assistance to the City Manager and City Council; prepare and present
reports to the City Council and various committees and commissions regarding the City financial
matters.
Serve as the City Treasurer pursuant to local ordinances and charter; serve as the City's budget
officer, City Auditor, financial advisor overseeing financial forecasting; investment management,
and related financial activities.
Participate in the issuance of debt; ensure timely and accurate debt services payments.
Prepare financial statements in accordance with generally accepted accounting standards
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I
Director of Finance
Select, train, supervise, and evaluate personnel; provide or coordinate staff training.
Represent the department to outside groups and organizations; participate in outside community
and professional groups and committees providing teclulical assistance as necessary.
Conduct organizational and operational studies; recommend modifications to Finance programs,
policies, and procedures as appropriate.
Direct the negotiation and execution of variety of contracts and agreements.
Perform related duties as assigned.
Skills/Abilities:
Direct, manage, and oversee the administration and operations of the Finance Department.
Develop and implement department policies and procedures.
Plan, organize, direct, and coordinate the work of management, supervisory, professional,
technical, and administrative support personnel.
Analyze problems; identify alternative solutions, project consequences of proposed actions and
implement recommendations in support of goals.
Identify and respond to public, City Council and commission/committee issues and concerns.
Interpret and apply the policies, procedures, laws, codes, standards, and regulations pertaining to
finance programs and functions.
Supervise, train, and evaluate assigned personnel.
Communicate effectively both verbally and in writing.
Establish and maintain effective working relationships with those contacted in the course of
work.
Phvsical Demands and Work Environment:
An employee is regularly required to, sit at desk and in meetings for long periods of time; tall: or
hear, in person, in meetings and by telephone; use hands and fingers to handle, feel or operate
standard office equipment; and reach with hands and arms. Intermittently, twist to reach
equipment surrounding desk; walk to observe department activities; bend and squat to perform
file searches; perform simple grasping and fine manipulation; use telephone and write or use a
keyboard to communicate through written means; operate an automobile to attend various
meetings and workshops. While performing duties, the employee is regularly required to use
written and oral cormrrunication skills; analyze community service, budget and technical reports;
interpret and evaluate staff reports; know laws, regulations and codes; observe performance and
evaluate staff; problem solve community service issues; remember personnel rules, legal and
code requirements; and explain and interpret codes, policies and procedures; interact with City
management, other governmental officials, contractors, vendors, employees and the public.
Qualifications
Knowledee of:
Advanced principles and practices of municipal finance management and administration.
Federal, State and local laws, codes, and regulations.
Organizational and management practices as applied to the analysis and evaluation of finance
programs, policies and operational needs.
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Director of Finance
Principles and practices of accounting, financial reporting, auditing and bond financing.
Information sources and research techniques in the fields of public administration, financial
planning, accounting, annual budget, capital budget, and annual audit policy and procedures.
Principles of supervision, training and performance evaluation.
Education and Exnerience
Any combination equivalent to the education and experience likely to provide the required
laaowledge and abilities would be qualifying. A typical way to gain such knowledge and abilities
would be:
Education:
A Bachelor's degree with major course work in public or business administration, finance,
accounting, or a related field. A Master's degree is higlily desirable.
Exnerience:
Five years of progressively responsible, professional public sector experience in municipal
finance management or municipal administration, including at least three years in a supervisory
capacity.
Certificates/Licenses:
Possession of a valid California Class C driver's license.
Established: 03/16/09
Department: Finance Department
FLSA Status: Exempt
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