HomeMy WebLinkAboutResolution 2023-109 N.C.S. 07/17/2023 DocuSign Envelope ID:5947AD9C-F67C-450A-964F-C990F8175C50
Resolution No. 2023-109 N.C.S.
of the City of Petaluma, California
AMENDING THE CLASSIFICATION AND COMPENSATION PLAN BY ESTABLISHING THE
CLASSIFICATION AND PAY RANGE OF ASSISTANT DIRECTOR OF FINANCE,AUTHORIZING
THE POSITION ALLOCATION OF ONE ASSISTANT DIRECTOR OF FINANCE,AND
ELIMINATING THE POSITION ALLOCATION OF ONE FINANCE ANALYST
WHEREAS, Petaluma Municipal Code Section 3.04.020.1) authorizes the City Manager as the City's
Personnel Officer to prepare or cause to be prepared a position classification plan, including class specifications
and revisions of the plan; and,
WHEREAS, the Petaluma Municipal Code Section 3.40.020.E authorizes the City Manager to prepare or
cause to be prepared a plan of compensation and revisions thereof, covering all classifications in the competitive
service; and,
WHEREAS, the City wishes to keep its Classification and Compensation Plan current, and in accordance
with Petaluma Municipal Code Section 3.04.020, amendments or revisions to the Classification and
Compensation Plan are effective upon approval by the City Council; and,
WHEREAS, the establishment of the Assistant Director of Finance will address immediate organizational
and operational needs and provide essential staff assistance to the Deputy City Manager/Director of Finance; and,
WHEREAS, the City Manager, acting as the Personnel Officer, has determined the results of the proposed
change align with the duties and responsibilities of existing workloads and City needs; and,
WHEREAS, the City Manager, acting as the Personnel Officer, has determined that certain duties and
responsibilities are appropriately allocated to the classification of Assistant Director of Finance (as attached in
Exhibit A); and,
WHEREAS, the proposed action is exempt from the requirements of the California Environmental Quality
Act (CEQA) in accordance with CEQA Guidelines Section 15378(b)(4), in that, approving this action does not
meet CEQA's definition of a"project,"because the action does not have the potential for resulting either a direct
physical change in the environment or a reasonably foreseeable indirect physical change in the environment, and
because this is a personnel-related action that constitutes organizational or administrative activities of
governments that will not result in direct or indirect physical changes in the environment.
NOW, THEREFORE,BE IT RESOLVED,by the City Council of the City of Petaluma as follows:
1. Declares the above recitals to be true and correct and are incorporated into this resolution as findings of the
City Council.
2. Finds that the proposed action is exempt from the requirements of the California Environmental Quality Act
(CEQA) in accordance with CEQA Guidelines Section 15378(b)(4), in that approving this action does not
meet CEQA's definition of a "project," because the action does not have the potential for resulting either a
direct physical change in the environment or a reasonably foreseeable indirect physical change in the
environment, and because this is a personnel-related action that constitutes organizational or administrative
activities of governments that will not result in direct or indirect physical changes in the environment.
Resolution No. 2023-109 N.C.S. Page 1
DocuSign Envelope ID:5947AD9C-F67C-450A-964F-C990F8175C50
3. Approves the amendment to the Classification and Compensation Plan as written in this Resolution,including
an amendment in the Competitive Service of the Personnel System as attached and incorporated as Exhibit A.
4. Establishes the classification specification (as attached in Exhibit A) and sets the pay range of Assistant
Director of Finance to:
Classification Title Pay Range Per Month
Assistant Director of Finance $153,067.20 - $186,056.00
5. Authorizes the position allocation of one Assistant Director of Finance.
6. Eliminates the position allocation of one Finance Analyst.
Under the power and authority conferred upon this Council by the Charter of said City.
REFERENCE: I hereby certify the foregoing Resolution was introduced and adopted by the Approved as to
Council of the City of Petaluma at a Regular meeting on the 17'day of July 2023, DocuSigned:
by the following vote:
v
5EF85AEjg3 AD6fiiey
AYES: McDonnell,Barnacle,Cader Thompson,Healy,Nau,Pocekay,Shribbs 11 AA
NOES: None
ABSENT: None
ABSTAIN: None
DocuSigned by: DocuSignneed by:
ATTEST: F A 71c " D
City er Mayor
Resolution No. 2023-109 N.C.S. Page 2
DocuSign Envelope ID:5947AD9C-F67C-450A-964F-C990F8175C50
L U Exhibit A
aCITY OF PETALUMA
CLASS SPECIFICATION
A
Date: 07/17/2023
18 5$ Job Class: 11 ASFD
Assistant Director of Finance
Summary
Plan, organize, coordinate and assist with the operational activities of the Finance Department
including preparation and presentation of the City-wide budget,payroll, accounts payable, general
accounting, revenue collection and customer service; assist in developing departmental goals and
objectives; provide fiscal and policy guidance and provide highly complex staff assistance to the
Deputy City Manager/Director of Finance.
Class Characteristics
Under general direction of the Deputy City Manager/Director of Finance, the Assistant Director
of Finance will exercise considerable independent judgment in developing and managing assigned
responsibilities and may provide direct or indirect supervision of management, supervisory,
professional, technical and administrative support positions.
This classification is distinguished from the Deputy City Manager/Director of Finance in that the
latter includes a broader scope of operational responsibilities external to the Finance Department.
The Assistant Director of Finance class is distinguished from the Finance and Accounting Manager
in that it may serve in the absence of the Deputy City Manager/Director of Finance and by its
oversight responsibility of departmental operations across multiple Finance Department divisions
and work units.
Essential Duties, Skills, and Demands of the Position
The duties, skills, and demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this job. Reasonable accommodations
may be made to enable individuals with a disability to perform the essential duties, skills, and
demands.
Duties:
Assume management responsibility for the services and operational activities of the Finance
Department including planning, organizing, and assisting with the functions of payroll, accounts
payable, general accounting, revenue collection and customer service.
Oversee and participate in the development of the Finance Division's work plan; assign work
activities, projects and programs; monitor workflow; review and evaluate work product, methods
and procedures.
Oversee and participate in the preparation of the City's Budget, Annual Comprehensive Financial
Report(ACFR);Popular Annual Financial Report(PAFR), Single Audit and the State Controller's
Report.
Support the Finance Director throughout the Citywide budget process, including but not limited to
preparing complex revenue and expenditure forecasts,coordinating Citywide capital and operating
budgets, monitoring changes to Citywide budget through the review process; preparing
components of the City's annual adopted budget document.
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Assistant Director of Finance
Prepare the Finance Department budget; assist in budget implementation; participate in the
forecast of additional funds needed for staffing, equipment materials and supplies; administer the
approved budget.
Strategize and assist in developing short and long term strategic financial plans to meet the City's
financial goals and objectives.
Perform advanced accounting and financial analysis;provide technical assistance to staff and other
City departments.
Oversee the development and implementation of accounting and financial systems.
Oversee and review the preparation of financial statements;prepare reports related to the financial
activities of the City for the City Council, City Manager, Finance Director and the general public.
Research and prepare technical and administrative reports; prepare written correspondence.
Oversee selection, configuration and implementation of computer software systems and related
equipment used in Finance Department and Citywide financial operations and reporting.
Recommend the appointment of personnel; provide and coordinate staff training; conduct
performance evaluations; implement discipline procedures as required; maintain high standards
necessary for the efficient and professional operations of the department.
Monitor and evaluate the efficiency and effectiveness of service delivery methods; identify
opportunities for improvement and direct the implementation of changes; provide technical
assistance as necessary.
Coordinate activities with other City departments and outside agencies; negotiate and resolve
sensitive and controversial issues.
Represent the division and department to outside agencies and organizations;participate in outside
community and professional associations and committees.
Represent the City with dignity, integrity and the spirit of cooperation in all relations with staff
and the public.
Foster an environment that embraces integrity, service, inclusion and collaboration.
Build and maintain positive working relationships with co-workers, other City employees and the
public using principles of good customer service.
Serve as the acting Finance Director in their absence.
Perform related duties as assigned.
Skills/Abilities:
Organize and oversee assigned Finance Department operations ensuring compliance with City
policies and procedures, local, state and federal laws and regulations.
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DocuSign Envelope ID:5947AD9C-F67C-450A-964F-C990F8175C50
Assistant Director of Finance
Assist in overseeing,preparing and administering the City budget and provide oversight regarding
fiscal records.
Identify, analyze, and resolve a variety of complex accounting and financial functions, issues and
activities.
Interpret federal regulations, local and state laws accurately and apply to the City's accounting,
financial and payroll practices.
Interpret and analyze economic and financial data.
Prepare clear and effective financial, statistical, and narrative reports and other materials.
Manage complex projects and assess Finance Department program improvements to increase
efficiency and effectiveness.
Communicate well during public presentations, in internal staff and City Council closed session
meetings.
Exercise supervisory and management authority tactfully and effectively; review and evaluate the
work of others.
Foster collaboration through effective communication and persuasion.
Establish and maintain cooperative working relationships with those contacted in the course of
duties.
Physical Demands and Work Environment:
An employee is regularly required to sit at a desk and in meetings for long periods of time; talk 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
communication 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
Knowledge of:
Principles and practices of public administration including administrative analysis, fiscal
planning, and control,policy, and program development.
Advanced principles and practices of municipal finance management and administration including
demonstrated knowledge of current payroll systems.
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DocuSign Envelope ID:5947AD9C-F67C-450A-964F-C990F8175C50
Assistant Director of Finance
Federal, state, and local regulatory requirements, including applicable laws, codes, ordinances,
regulations, and guidelines.
Organizational and management practices as applied to the analysis and evaluation of finance
programs, policies, and operational needs.
Principles and practices of budget preparation and administration and governmental fund
accounting.
Principles and practices of accounting,financial reporting, auditing,and bond financing,including
GAAP/GAAS and principles and practices of GASB.
Information sources, and research and data analysis techniques in the fields of public
administration, financial planning, accounting, annual budget, capital budget, and annual audit
policy and procedures.
General principles and practices of public sector collective bargaining, labor relations and costing
of labor negotiations proposals.
Principles and practices of effective public relations.
Principles and practices of leadership, motivation, team building, and conflict resolution.
Principles and practices of supervision, training, and performance evaluation.
Office procedures, methods, and equipment including computers and applicable software
applications such as word processing, spreadsheets, and databases.
Education and Experience
Any combination equivalent to the education and experience likely to provide the required
knowledge 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 administration, business administration,
finance, accounting, or a field related to the essential functions of this position. A Master's degree
with major course work in a related field is desirable.
Experience:
Five years of progressively responsible,professional public sector experience in municipal finance
management or municipal administration, including three years in a supervisory capacity. One
year of experience may be substituted for possession of a Master's degree in a related field.
Certifications/Licenses:
Possession of a valid California Class C driver's license.
Established: 07/17/2023
Resolution#:
Department: Finance
FLSA Status: Exempt
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