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HomeMy WebLinkAboutReso 18-22 Adopting Various New Positions and Job DescriptionsRESOLUTION NO. 18-22 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MORRO BAY, CALIFORNIA, APPROVING NEW JOB CLASSIFICATIONS AND NEW AND AMENDED JOB DESCRIPTIONS THE CITY COUNCIL City of Morro Bay California WHEREAS, the Council desires to approve new "Utility Support Coordinator" and "Operational Technology Specialist" job classifications, set compensation ranges for the classifications, and adopt job descriptions for the classifications; and WHEREAS, the City and Service Employees International Union Local 620 (SEIU Local 620) met and conferred regarding the addition of the above -referenced classifications to the City's Miscellaneous Employees Unit and regarding compensation and job descriptions for these classifications; and WHEREAS, the Council desires to approve a new "Fiscal Analyst" job classification, set a compensation range for the classification, and adopt a job description for the unrepresented Confidential classification; and WHEREAS, the Council desires to approve new "City Clerk," "Human Resources/Risk Manager' and "Operations Interface Manager" job classifications set compensation ranges for the classifications, and adopt job descriptions for the unrepresented Management classifications. hereby: NOW, THEREFORE, BE IT RESOLVED the City Council of the City of Morro Bay does 1. The represented full-time classification of "Utility Support Coordinator" is hereby created. The classification will be included within the City's Miscellaneous Employees Unit, which is represented by the Service Employees International Union, Local 620 (SEIU Local 620). The job description for this new classification, attached hereto is hereby adopted. The initial annual compensation for the Utility Support Coordinator classification shall be as follows: Step 1 Step 2 Step 3 Step 4 Step 5 59,057 62,010 65,111 68,366 71,784 2. The represented full-time classification of "Operational Technology Specialist" is hereby created The classification will be included within the City's Miscellaneous Employees Unit, which is represented by the Service Employees International Union, Local 620 (SEIU Local 620). The job description for this new classification, attached hereto, is hereby adopted. The initial annual compensation for the Operational Technology Specialist classification shall be as follows: Step 1 Step 2 Step 3 Step 4 Step 5 73,885 77,580 81,459 85,532 89,808 3. The unrepresented full-time classification of "Fiscal Analyst' is hereby created The classification will be included within the City's Unrepresented Confidential Employee Group. The job description for this new classification, attached hereto, is hereby adopted. The initial annual compensation for the Fiscal Analyst classification shall be as follows. Step 1 Step 2 Step 3 Step 4 Step 5 69,053 72,506 76,131 79,938 83,935 Al 121 MM /144f 11( 1 4. The unrepresented full-time classification of "City Clerk" is hereby created. The classification will be included within the City's Unrepresented Management Employee Group. The job description for this new classification, attached hereto, is hereby adopted. The initial annual compensation for the City Clerk classification shall be as follows: Ste 1 Step 2 Step 3 Step 4 Step 5 82,459 86,582 90,911 95,456 100,229 5. The unrepresented full-time classification of "Human Resources/Risk Manager" is hereby created. The classification will be included within the City's Unrepresented Management Employee Group. The job description for this new classification, attached hereto, is hereby adopted. The initial annual compensation for the Human Resources/Risk Manager classification shall be as follows: Step 1 Step 2 Step 3 Step 4 Step 5 90,706 95,242 100,004 105,004 110,254 6. The unrepresented temporary and project -specific classification of "Operations Interface Manager' is hereby created. The classification will be included within the City's Unrepresented Management Employee Group The job description for this new classification, attached hereto, is hereby adopted. The initial annual compensation for the Operations Interface Manager classification shall be as follows: Step 1 Step 2 Step 3 Step 4 Step 5 106,898 112,243 117,855 123,748 129,936 7. This resolution shall be effective as of the date of its adoption. PASSED AND ADOPTED by the City Council of the City of Morro Bay at a regular meeting thereof held on the 22nd day of February 2022 by the following vote: AYES@ Headding, Addis, Barton, Ford, Heller NOES: None ABSENT: None DANA SWANSON, City Clerk nh 1 Q1 nn1,1i7fo1fA 1 CITY OF MORRO BAY UTILITY SUPPORT COORDINATOR DEFINITION Under direct or general supervision, the Utility Support Coordinator must have a broad knowledge of the current operations, rules, and policies of the Utility Division and the ability to choose among alternatives in solving problems. The Utility Division includes Water Treatment, Water Distribution, Wastewater Collection Wastewater Treatment, Potable Water Reuse, and Stormwater. Employees in this class may often have contact with the public, answer a variety of procedural questions, and occasionally operates equipment and related appurtenances as found in a water/wastewater system SUPERVISION RECEIVED AND EXERCISED Receives direct or general supervision from the Utility Division Manager and Lead Utility Operators. The Utility Support Coordinator may have the responsibility of supervising and training less .experienced personnel CLASS CHARACTERISTICS This classification encompasses journey -level tasks in the Utility Division performing a full range of duties required to ensure the water/wastewater treatment and their associated collection and distribution facilities and systems have the support needed to operate effectively and be maintained in a safe and effective working condition. Persons in this position are required to have a working knowledge of the City's utilities. Responsibilities are varied and include clerical work, data checking, recording information, standardized laboratory testing, and operation of equipment. ESSENTIAL DUTIES & RESPONSIBILITIES Management reserves the right to add, modem, change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. • Performs a variety of clerical work including typing, data checking and logging, recording information on files, and entering requests into asset management software. • Prepares various Word and Excel documents lists, and leak review records and correspondence. • Processes invoices for coding and approval and maintains safety and continuing education records. • Prepares and monitors contracts and agreements for evaluation, enforcement, and/or payment of vendors or invoices for services provided to the department, and ensures required documentation is returned. • Screens and routes questions from the public to appropriate personnel, other City departments, and other agencies, exercising independent judgment and initiative. • Prepares and submits data, spreadsheets, and other documentation for Utility Division's drinking water source and distribution, wastewater collection system, and wastewater treatment plant as well as storm water sampling, monitoring, and reporting programs to regulatory agencies. This includes monitoring and obtaining laboratory results and creek water flow recordings. • Preparation of required reports for permit compliance to Department of Health Services, Office of Drinking Water, State Water Resources Control Board, Regional Water Quality Control Board, and other agencies as required. • Maintains a variety of statistical, financial and other confidential records. • Maintains Division safety and continuing education records • Performs departmental purchasing functions and coordinates Utility Division's purchasing function by preparing and monitoring purchase orders and maintaining and distributing budget Utility Support Coordinator Page 2 of 3 records to divisional personnel. • Assists in Utility Division's annual budget preparation. • Assists in monitoring, receiving and dispatching routine and emergency phone and radio communications. • Obtains daily, weekly, and monthly Chlorine/Ammonia residuals in the water distribution system. Collects water/wastewater sludge, and other samples from various phases of the treatment process; performs standard chemical and physical tests on these samples to ensure the treatment process is operating effectively and that regulatory requirements are being met • Monitors plant operations equipment and processes to ensure compliance with environmental and public health standards, including monitoring and adjusting to optimize efficiency, making chemical dosage changes, changing pumping rates, and monitoring all equipment. • Interprets and performs routine laboratory and process tests to optimize treatment plant performance, monitors the results and recommends potential operational changes to lead operations staff. • Reads, records, and calculates readings of meters and gauges; interprets information into operational characteristics. • Performs pretreatment inspections and tests of industrial and commercial waste disposal systems to ensure compliance with ordinances and permit requirements. • Observes safe work methods and makes appropriate use of related safety equipment as required • Performs related duties as assigned. QUALIFICATIONS Knowledge of: • Basic principles, practices, tools, and materials as they relate to the operation, cleaning, and preventive maintenance of water/wastewater treatment plants, water distribution systems, and wastewater collection systems, and their associated facilities and equipment. • Basic principles and practices of record -keeping methods. • Safe driving rules and practices. • English usage, spelling, vocabulary, grammar, and punctuation. • Standard chemical and physical tests of water, wastewater, sludge, and related materials. • Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures. • Basic arithmetic and statistical techniques. • Use computers and a variety of computer software to record and log data. • Safe work methods and safety practices pertaining to the work, including the handling and storage of hazardous chemicals. • Basic principles and practices of qualitative and quantitative chemistry, mathematics, biology, and bacteriology; sampling procedures and equipment; safe work environment. Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualing. A typical way to obtain the required qualifications would be: Equivalent to AA degree and two years of related experience; or any equivalent combination of education and progressively responsible experience, with additional work experience substituting for the required education on a year for year basis; or two years performing similar duties in the City of Morro Bay or another public agency. Obtainment of a Water Treatment II Certificate is required within six months of starting this position. Utility Support Coordinator Page 3 of 3 PHYSICAL DEMANDS The physical 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 disabilities to perfoint the essential functions. Work is performed mostly in office settings. Outdoor work is required in the inspection of water systems sampling. Hand -eye coordination is necessary to operate computers and various pieces of office equipment. While performing the duties of this job, the employee is occasionally required to stand; walk; use hands to finger, handle, feel or operate objects, tools, or controls; and reach with hands and arms The employee is occasionally required to sit; climb or balance; stoop, kneel, crouch, or crawl; talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Must possess mobility to work in and around standard water/wastewater treatment plants, water distribution systems, and wastewater collection systems, strength, stamina, and mobility to perfoirii medium to heavy physical work, to work in confined spaces, around machines and to climb and descend ladders, and to operate varied hand and power tools and equipment; vision to read printed materials and a computer screen; color vision to read gauges and identify appurtenances; and hearing and speech to communicate in person and over the telephone or radio. The job involves frequent walking in operational areas to identify problems or hazards. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate above -mentioned tools and equipment Positions in this classification bend, stoop, kneel, reach, and climb to perfoiin work and inspect work sites. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 50 pounds, and heavier weights with the use of proper equipment. ENVIRONMENTAL ELEMENTS Employees in this classification work partially indoors and partially in the field and are exposed to loud noise levels, cold and hot temperatures, inclement weather conditions road hazards vibration, confining workspace, chemicals, mechanical and/or electrical hazards, and hazardous physical substances, odors, and fumes Employees interact with staff and/or public and private representatives in interpreting and enforcing depai (mental policies and procedures. SELECTION GUIDELINES Formal application, rating of education and experience, oral interview, and reference check; job related tests may be required. The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position. The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change. Approved by the Morro Bay City Council on February 22, 2022 CITY OF MORRO BAY OPERATIONAL TECHNOLOGY SPECIALIST DEFINITION Under general direction, manages, coordinates, performs, and supervises a variety of work activities and duties related to the installation, programming, testing, maintenance, repair, and calibration of the City's water and wastewater instrumentation, SCADA, electrical and control systems In addition, this position is responsible for the integration optimization, and maintenance of all other technologies both hardware and software (computers, phones, tablets, CityWorks AMS, CMMS, GIS). This responsibility includes developing division -wide operational systems and processes and training staff. SUPERVISION RECEIVED AND EXERCISED Receives direct or general supervision from the Utility Division Manager. The Operational Technology Specialist will have the responsibility to regularly direct the Utility Operations staff in the proper use of the controls and instrumentation of the utility systems. CLASS CHARACTERISTICS This position serves as a senior member of the Utility's systems team. The position is required to have a working knowledge and understanding of all the water/wastewater utility areas of the City Incumbents are expected to independently perform the full range of their assigned duties. Performance of the work requires the use of considerable independence, initiative, and discretion within established guidelines EXAMPLES OF ESSENTIAL FUNCTIONS (Illustrative Only) Management reserves the right to add, modem change, or rescind the work assignments of different positions and to make reasonable accommodations so that qualified employees can perform the essential functions of the job. • Participates in the design, management, planning, operation integration, maintenance, repair, installation and modification of all SCADA, PLC, HMI, Telemetry, Communication Hardware and Software. • Provides support for Utility Division control systems engineering installation projects; assists in the inspection of contractor installations as necessary; provides technical support during project installation, including design changes, submittal review and requests for information from contractors. • Performs network administration duties such as configure, program, test, install, and maintain networked data and control systems; connects peripherals to system, monitors system integrity. • In coordination with GIS Analyst and Operations Lead workers, maintains and updates assets management. • Troubleshoots problems related to SCADA• control systems network, servers, firewalls, computer workstations, operating and system software and data communications equipment. • Provides training and technical hardware and software support to users; identifies, diagnoses, and resolves technical problems. • Assists with specific recommended CIP projects as directed. • Participates in the design or modification of computer or programmable logic controller (PLC) programs used in process control or SCADA systems. • Programs, installs and maintains PLCs. • Installs, maintains, and repairs telemetry communication devices, such as modems, digital service units fiber optic, and Ethernet radios. Operational Technology Specialist Page 2 of 5 • • • • • • • • • • • • • • • • • • Serves as technical resource on control systems and data network problems. Calibrates, troubleshoots and repairs electronic and mechanical instrumentation and control system hardware or software Reviews drawings, plans, and other work submitted by consultants, engineers, and contractors for conformance with Division specifications and standards. Performs complex electrical control system repairs. Participates in a mandatory standby/call out rotation. Monitors plant operations equipment and processes to ensure compliance with environmental and public health standards. Reviews and analyzes automated information and control system data and revises equipment settings as appropriate; notifies manager of unusual situations and makes inspections or corrects system problems as necessary. Responds to operations, maintenance, and repair emergency situations as required. Maintains records and logs of daily activities; prepares reports as necessary. Observes safe work methods and makes appropriate use of related safety equipment as required. Requisitions materials supplies, and equipment; reports the need for unusual items, may recommend repairs and improvements Assists in the development and implementation of goals objectives, policies, and priorities; works closely with contractors and engineers on improvement projects. Evaluates team operations, develops operational workflows in asset management systems, and implements division -wide processes, as well as trains staff. Utilizes computerized asset management and maintenance software (i.e., CityWorks or equal) Keeps records and makes reports on materials, equipment used, and employees' time spent on various projects. Develops, implements and oversees a variety of safety programs. Facilitates safety meetings and enforces safety regulations. Keeps records and prepares reports. Reports activities and conditions to Utility Division Manager. Performs related work as required. QUALIFICATIONS Knowledge of: • Principles and practices utilized in the design, application and modification of a variety of electronic, process monitoring, process control, and related computer -based systems, instrumentation and equipment. • Control system theory and design concepts for electronic process control systems. • Operational characteristics of electronic control systems hardware and software; local area networks and supporting platforms, and specialized test equipment used to diagnose and troubleshoot control systems malfunctions • Proficient knowledge of various operational and data software programs used in utilities including program logic, HMI screens, graphs, & data migration • Virtual and physical servers, systems network architecture, clustering, network switching, fiber networks wireless networks, VPNs and storage systems. • Local and wide area network and data communication systems, including cabling, workstations and peripherals interface cards, hubs routers and firewalls. • Commutations protocols (hap, MQ 1'1). • Knowledge of industrial network protocols (Modbus, EtherNet/IP) • Wireless infrastructure protocols and associated access control technologies. • Principles and practices of control systems and related data network. Operational Technology Specialist Page 3 of 5 • Understanding and knowledge of SQL and time series database structure and language. • Knowledge of data analytics and visualization. • Understanding of Computer Programing Languages (Python, JSON, JAVA). • Basic principles and practices as they relate to the operation, cleaning, and preventive maintenance of water/wastewater treatment plants, water distribution systems, and wastewater collection systems, and their associated facilities, and equipment. • Basic principles of workflow evaluation and optimization. • Basic principles and practices of record -keeping methods. • Safe driving rules and practices. • English usage, spelling, vocabulary, grammar, and punctuation. • Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures. Ability to: • Safely and effectively use and operate hand tools, mechanical equipment, and power tools to design and modify various control system software and hardware. • Support users by providing assistance, training and equipment servicing quickly and efficiently with minimal disruption • Analyze and resolve data network issues. • Provide training in the use of standard or system -wide applications. • Work effectively in a team environment. • Independently analyze control and telemetry system requirements and recommend solutions. • Manage databases, create visual analytic tools and reports to improve Water and Wastewater operations. • Develop and monitor operational systems and workflows for asset management. • Maintain software for asset maintenance (CMMS and Cityworks AMS). • Read, interpret, and work from plans and specifications. • Develop, read and analyze PLC software. • Conduct technical research work, make detailed analyses, and write reports. • Maintain technical expertise and competence. • Use sound judgment, especially in unusual and emergency situations. • Effectively communicate orally and in writing, using technical language appropriate to the audience being addressed. • Work in potentially hazardous working conditions and confined spaces. • Maintain accurate logs, records, and basic written records of work performed. • Understand and follow oral and written instructions. • Organize own work, set priorities, and meet critical deadlines. • Be on standby duty and respond to after-hours emergencies. • Recognize and correct or report unusual, inefficient, or dangerous conditions. • Read a variety of gauges, charts, and meters, record data accurately. • Interpret and apply the policies, procedures, laws, codes, and regulations pertaining to assigned programs and functions. • Assist in the development and implementation of all safety programs. • Read, interpret, and apply technical information from manuals, drawings, specifications, layouts, blueprints, and schematics. • Make accurate mathematical calculations. • Follow department policies and procedures related to assigned duties. • Establish and maintain effective working relationships. • Identify problems, research and analyze relevant information, develop and present recommendations, and justification for solution Operational Technology Specialist Page 4 of 5 Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Any combination of education, specialized training and experience in computer/electronic and industrial process control systems technology or related field, with experience in the programming, installation, operation, maintenance and repair of SCADA, PLCs, HMIs instrumentation, and software management are required. Education, training and experience as a water and or wastewater operator is desirable but not required. Licenses, Certifications and Step requirements: • A valid California class C driver's license and a satisfactory driving record. • Possession of or ability to obtain CWEA Grade 2 Electrical/Instrumentation Technician within two years is highly desirable. • Possession of a Grade I or above Wastewater Treatment Plant Operator certificate issued by the SWRCB is desirable. Advancement in this class is accomplished by: • job performance • years of experience • demonstration of knowledge and skill To advance to Step 5, employee must possess a Water Distribution Operator II and Water Treatment Operator II certificate issued by the SWRCB. PHYSICAL DEMANDS Must possess mobility to work in and around standard water/wastewater treatment plants, water distribution systems and wastewater collection systems, strength, stamina, and mobility to perform medium to heavy physical work, to work in confined spaces, around machines and to climb and descend ladders, and to operate varied hand and power tools and equipment; vision to read printed materials and a computer screen; color vision to read gauges and identify appurtenances; and hearing and speech to communicate in person and over the telephone or radio. The job involves frequent walking in operational areas to identify problems or hazards. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or mobile device and to operate above -mentioned tools and equipment. Positions in this classification bend, stoop, kneel, reach, and climb to perform work and inspect work sites. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 50 pounds, and heavier weights with the use of proper equipment. ENVIRONMENTAL ELEMENTS Employees work partially indoors and partially in the field and are exposed to loud noise levels, cold and hot temperatures, inclement weather conditions, road hazards vibration, confining workspace, chemicals mechanical and/or electrical hazards and hazardous physical substances, odors, and fumes. Employees interact with staff and/or public and private representatives in interpreting and enforcing departmental policies and procedures. Operational Technology Specialist Page 5 of 5 WORKING CONDITIONS Required to be on -call as needed and to work various shifts evenings, weekends, holidays, and emergencies. Must maintain a 30-minute distance and 45-minute response time when assigned to on -call duties. On -call assignments will be based on City needs and state requirements and are a requirement of this position. TOOLS & EQUIPMENT USED Motor vehicle, common hand and power tools, detection devices, mobile radio, telephone, mobile devices, and a variety of online electrical equipment. SELECTION GUIDELINES Formal application, rating of education and experience, oral interview and reference check; job related tests may be required. The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position. The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change. Approved by the Morro Bay City Council on February 22, 2022 CITY OF MORRO BAY FISCAL ANALYST DEFINITION Under general direction of assigned supervisor, plans, organizes and supervises the daily operations of assigned function. Performs professional, technical, and analytical work including operational and financial analysis, program/project management, planning activities, and special projects. Collaborate with City departments by providing analytical support, information and assistance relating to assigned function. Oversees the work of staff and contractors/consultants and ensures contractor compliance with agreements. The Fiscal Analyst role will provide budget and financial reporting analysis and support to staff Citywide, enabling staff in other departments to access, understand, and effectively manage their budgets and fiscal operations. This classification is responsible for performing a variety of tasks to implement best practices and processes that comply with federal, state, and local regulations and ensure that proper internal controls are followed The incumbent collaborates with City management and staff to ensure that internal policies and procedures are followed. ESSENTIAL DUTIES & RESPONSIBILITIES These duties are a representative example; position assignments may vary depending on the business needs of the department and organization. This position: • Coordinates, prepares, oversees and performs professional -level analytic work in such areas as budget review and development, financial administration and reporting, revenue collection and allocation, purchasing, contract administration, management analysis, infoimation technology, public information and program evaluation. • Ensures contractor compliance with agreements and maintains cooperative working relationships. • Monitors, analyzes reports, develops plans, makes recommendations, and implements changes concerning State and other governmental laws and regulations. Develops and maintains training materials and provides training to key personnel. • Responds to questions and provides infouuation to the public; receives and investigates complaints and recommends corrective actions as necessary to resolve complaints. • Analyzes and reviews financial data to develop forecasts, trends, and recommendations. • Collects and interprets statistical and economic data; prepares reports; makes presentations. FISCAL ANALYST Page 2 of 6 • Conducts and supervises internal reviews for compliance with City policies, practices and procedures. • Reviews and updates City policies, practices, and procedures to stay current with applicable law. Prepares and submits City Manager and City Council agenda reports, resolutions, ordinances and correspondence regarding assigned activities. • Develops, implements, and maintains internal control systems and procedures. • Develops tools to measure internal and external customer satisfaction and attainment of perfotuuance standards to improve service delivery. • Exercises sound professional judgement in the administration of the City's financial management systems and assigned function responsibilities. • Prepares and/or directs the preparation of a variety of complex analytical, statistical, and narrative reports and correspondence • Serves as a resource for City staff in resolving fiscal and analytical questions and problems. • • Demonstrates regular, reliable and punctual attendance. In addition to the above, depending on assignment, incumbents may be required to perform some the following duties: • Recommends and implements policies and procedures for effective revenue collection, cash handling, fraud protection, and service delivery. Identifies additional authorized revenue sources; develops improved collections from existing revenue sources. • Develops and maintains forecasting models for revenue and cash flow. • Works with Finance staff to ensure accurate and complete ledger infoiiniation; balances subsidiary ledger activity reports to the general ledger; assists in resolving cash management, revenue, and banking coordination issues. Contributes to cost analysis and fee studies. Administers fornual and informal bidding practices; evaluates bids against specifications, terms, and conditions, and issues purchases orders in accordance with City code, law, and established policy. Manages purchase -related contracts, including routing, record retention, tracking for expiration dates of required proof of insurance and tracking of contract expiration or extensions • • • • FISCAL ANALYST Page 3 of 6 • • Develops implements, and maintains a centralized approval and tracking process and database for all City contracts. Reviews contracts, leases and purchase documents for proper insurance provisions and other conditions to ensure compliance with policies, procedures and best practices; confers with Human Resources assigned staff regarding risk management issues, as needed; acts as a resource to City staff and the public regarding existing contracts. • Administers the City's AB1600 fee program. • Reviews funding recommendations and implements fiscal procedures consistent with the regulations and goals of grant programs. Verifies and maintains reimbursement documentation for financial transactions and the preparation and management of various grants. QUALIFICATIONS/EXPERIENCE Knowledge of: • Principles and practices of public administration relating to financial management • • Principles and methods of financial administration, auditing, financial planning, reporting, and forecasting. Generally accepted accounting practices applicable to local government • Bookkeeping principles and procedures. • Applicable Local, State, and Federal laws. • Municipal budget administration. • English usage, spelling, grammar, and punctuation. • Automated financial application systems. • Principles and practices of providing customer service, both to internal and external customers. • Budgeting practices and procedures, internal support service requirements and issues. • Group dynamics and managing effective meetings. • Office procedures and the use of office automation; automated accounting and infoiivation systems, including the use of spreadsheet software. • General computer applications used in business, such as spreadsheet, data base, word processing software FISCAL ANALYST Page 4 of 6 • Current innovations and best practices in governmental revenue management. • Principles and practices of public agency purchasing, including competitive bidding procedures, preparation, and evaluation. Ability to: • Organize and prepare financial and statistical reports. • Utilize automated data processing systems. • • Follow oral and written instructions. Use independent and sound judgement to resolve problems. • Compile, reconcile, balance, and interpret data. • Analyze data and make projections and recommendations. • • • • Identify operational problems and take corrective action. Evaluate alternatives and make sound recommendations. Provide lead direction and training to others. Establish and maintain effective and accurate records. • Establish and maintain effective relationships with those contacted in the course of work. • Communicate clearly and concisely both orally and in writing. • Prepare and present written and/or oral reports. • Interpret explain, and ensure compliance with City revenue policies and procedures and State and Federal regulations and statutes. • Work within the City's Enterprise Resource Planning financial system. • Interpret and apply City and department policies, procedures, rules, and regulations. • Establish and maintain effective working relationships with those contacted in the course of work. Experience/Education • Graduation from an accredited college or university with a degree equivalent to a Bachelor's Degree with major course work in Accounting Economics, Business Administration, Public Administration, Law, or a closely related field. FISCAL ANALYST Page 5 of 6 and Three years of professional experience perfonming professional accounting, revenue collection, contract administration, analytical, legal, or finance duties. Public sector revenue experience is desirable. Lead or supervisory experience is highly desirable or An equivalent combination of education and experience • Possession of a valid and appropriate Driver License. Must have and maintain a satisfactory driving record and meet City liability requirements to drive for City business. THIS POSITION WILL BE REQUIRED TO COMPLETE THE FOLLOWING BEFORE A FINAL OFFER IS MADE: • DOJ Livescan Fingerprinting PHYSICAL DEMANDS The incumbent must meet the physical requirements of the job class and have mobility, balance, coordination, vision, hearing and dexterity levels appropriate to the duties to be performed Employee must be able to lift, carry, push, and pull materials and objects weighing up to 25 pounds. Reasonable accommodation(s) for an individual with a qualified disability will be considered on a case -by -case basis. SELECTION GUIDELINES Foimal application, rating of education and experience, oral interview and reference check; job related tests may be required. The duties listed above are intended only as illustrations of the various types of work that may be perfouined. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position. The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change. Approved by the Morro Bay City Council on February ,22, 2022. DEFINITION CITY OF MORRO BAY CITY CLERK Under administrative direction the City Clerk is responsible for planning, directing, supervising and coordinating activities of the City Clerk s office which include maintaining the City's legislative history; administering municipal elections; ensuring compliance with the Political Reform Act; preparing legislative agendas and minutes; attending City Council meetings; administering the City's records management program; providing administrative and policy support for Council including coordination of all Council advisory bodies and, in coordination with applicable laws, local ordinances, and policies and procedures. SUPERVISION RECEIVED AND EXERCISED Receives administrative direction from the City Manager or his/her designee, and policy direction from the City Council. The work provides for a wide variety of independent decision - making, within legal and general policy and regulatory guidelines. Exercises general supervision over administrative support staff. ESSENTIAL DUTIES & RESPONSIBILITIES. • Plans, manages, and oversees the daily functions, programs, services, and activities of the City Clerk's office, including administration, legislative administration, election management, and records management • Ensures the legislative process, including City elections and City Council meetings are open and public pursuant to State law and the Brown Act. • Coordinates the production of Council agendas and supporting material; attends Council meetings and records actions taken, disseminates information related to Council actions* ensures legal notification has been given. • Plans, manages, and conducts municipal elections and special elections; ensures conformance with the California Elections Code, Political Refoun Act, and other government codes; coordinates, receives, and certifies sufficiency/insufficiency of ballot measures, initiative petitions, arguments, rebuttals, referendums, recalls, and impartial analyses; prepares municipal legislation as required; prepares candidates' handbooks and provides necessary information to candidates, committees, and the public; serves as filing officer for the Fair Political Practices Commission (FPPC) for campaign disclosure filings; maintains election documents for public inspection; declares election results; administers and files oaths of office. • Administers recruitment and selection process for members of City boards, commissions, and advisory bodies; ensures advisory body members receive proper orientation and training; administers and files oaths of office. • Administers the provisions of various State laws, including the California Elections Code, Political Refoini Act, Brown Act Maddy Act, and Public Records Act. • Serves as the Filing officer for State and City mandated statements of economic interest, certification of ethics training, harassment prevention training, and other similar filings; facilitates the biennial review and update of the City's Conflict of Interest Code. • Assists in maintaining the City's website, including posting of agendas, minutes, advisory body openings, various reports and general informational materials. CITY CLERK Page 2 of 4 • • • • • • • • • • • Ensures compliance with the preservation of the City's vital records and availability of these records in accordance with Federal, State, and local statutory requirements. Updates, maintains and oversees the City's Records Retention Policy and Records Retention Schedule to assure schedules and procedures are adhered to and statutory requirements are met, recommends improvements and modifications Ensures compliance with the Public Records Act, the Freedom of Infouunation Act, and the Brown Act; coordinates and monitors requests for records, ensuring that every person's right to inspect public records of the City is upheld. Manages the processing, indexing, codification, certification, recordation and maintenance of vital records including ordinances, resolutions, deeds, contracts and other documents in accordance with statutory requirements. Coordinates City Clerk's Office activities with those of other departments and outside agencies and organizations; provides staff assistance to the City Manager and City Council; prepares and presents staff reports and other necessary correspondence Contributes to the overall qualify of the Clerk's office by developing, reviewing, and implementing policies and procedures to meet legal requirements and City needs; continuously monitors and evaluates the efficiency and effectiveness of service delivery methods and procedures; identifies opportunities for improvement; directs the implementation of change. Administers and manages a variety of functions in the Clerk's office including ensuring compliance with legal acts; signs, seals, notarizes, certifies, records, and transmits official City documents, oaths of office, bid openings, and the City s Municipal Code; receives and processes all general liability claims, lawsuits, and petitions against the City. Updates and maintains a variety of Council and City regulations, policies and handbooks, interprets said documents for staff and the general public, and facilitates training to ensure compliance with these documents Provides direct supervision to assigned staff and exercises technical and functional supervision over other professional, technical or lower level support staff on a project or day-to-day basis. May assist and coordinate Risk Management activities related to third party claims and policy development Performs related duties similar to the above in scope and function as required. QUALIFICATIONS Knowledge of: • • • • Principles, practices, and procedures related to public agency record keeping municipal elections, and the City Clerk function. Functions, authority, responsibilities, and limitations of an elected City Council. Automated and manual records management principles and practices, including legal requirements for recording, retention, and disclosure. Applicable Federal, State, and local laws, regulatory codes, ordinances, and 2 CITY CLERK Page 3 of 4 • • • • • • procedures relevant to assigned area of responsibility, including Public Records Act, the Freedom of Information Act, the Brown Act, FPPC procedures and regulations, and election laws and procedures. Administrative principles and practices, including goal setting, program development, implementation, and evaluation, and supervision of staff. Organizational and management practices as applied to the analysis and evaluation of projects, programs, policies, procedures, and operational needs; principles and practices of municipal government administration sufficient to perform the assigned functions. Modern office practices methods and computer equipment and applications related to the work. English usage, grammar, spelling, vocabulary, and punctuation. Techniques for effectively representing the City in contacts with governmental agencies, community groups various business, professional, educational, and organizations, and the public Techniques for providing a high level of customer service by effectively dealing with the public, vendors, contractors, and City staff. Ability to: • Plan, organize, direct, and coordinate the work of technical and administrative personnel; delegate authority and responsibility; select, motivate and evaluate the work of staff and train staff in work procedures. • Coordinate municipal elections within legal guidelines. • Prepare official minutes, resolutions, ordinances, clear and concise reports, correspondence, policies, procedures, and other written materials. • Conduct research projects evaluate alternatives, and make sound recommendations. • Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities, and meet critical time deadlines. • Recommend and implement goals, objectives, and practices for providing effective and efficient services. Education and Experience: Equivalent to graduation from an accredited four year college or university with major work in public or business administration, or closely related field. (Job -related experience may be substituted for the required education on a year -for -year basis.) Possession of, or ability to obtain, a Certified Municipal Clerk certificate within 2 years. Possession of, or ability to obtain, a Notary Public certification. Valid and appropriate California Driver's License. 3 CITY CLERK Page 4 of 4 PHYSICAL DEMANDS Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person before groups and over the telephone This is primarily a sedentary office classification although standing in and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 lbs. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. SELECTION GUIDELINES Formal application, rating of education and experience, oral interview and reference check; job related tests may be required. The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position. The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change. Approved by Morro Bay City Council on February 22, 2022. 4 CITY OF MORRO BAY HUMAN RESOURCES/RISK MANAGER DEFINITION Under general direction, performs complex professional, technical, and confidential work required to administer human resources programs, including recruitment, classification, compensation, benefits administration, employee training and development, workers' compensation, and employee and labor relations; assists in departmental planning activities to improve organizational productivity and customer service; performs research and analysis; provides consulting services to City departments related to all aspects of human resources and risk management programs and activities; responsible for City's Risk Management Program of self-insurance and insurance policies; performs related work as required. SUPERVISION RECEIVED AND EXERCISED Receives general direction from the City Manager or his/her designee. May exercise technical and functional direction over assigned staff. ESSENTIAL DUTIES & RESPONSIBILITIES • Plans, organizes, and oversees the daily functions, operations, and activities of numerous human resources programs, including recruitment and selection, job analysis and classification, compensation, employee training and development, benefits administration, workers' compensation, and labor and employee relations. • Participates in the development and implementation of goals, objectives, policies, and priorities for assigned programs and functions; recommends and administers policies and procedures; participates in the development and administration of human resources program budget. • Develops and implements sound recruitment testing, and selection processes, including evaluating recruitment materials and sources administering all phases of the examination process, and assisting hiring departments with the employee selection process; develops and implements background investigative policies and procedures and oversees and conducts background investigations ensures equal employment opportunity and affirmative action for all candidates • Performs job analysis and classification studies of new and existing positions; designs and writes new and modifies existing classification specifications as appropriate; conducts compensation studies for new and existing positions and periodically examining appropriate internal and. external comparators; makes recommendations and participates in the development, implementation, and administration of compensation strategies and programs, and classifications plans. • Administers the City's employee benefits programs, including plans such as retirement, health, life, dental, vision, long -teen disability, employee assistance program, Consolidated Omnibus Budget Reconciliation Act (COBRA), and leave of absence programs; acts as liaison to various third -party benefits administrators and health carriers; oversees Citywide open enrollment for benefits, including distribution of benefit materials and literature • Coordinates the City's training activities, including Occupational Health and Safety HUMAN RESOURCES MANAGER Page 2 of 5 • • • • • • • • • • • • • Administration (OSHA) compliance, safety, and staff development; identifies training needs and ensures the City's needs and expectations are addressed. Administers the workers compensation claims management function; processes insurance claims submitted; monitors accepted claims prior to closure; provides information to claimants, attorneys, and workers compensation carrier assists employees in resolving issues related to workers compensation, safety and health; prepares reports, policies, procedures, and other related documentation. Develops and participates in employee relations activities; provides advice and counsel to department directors managers, supervisors, and employees in the interpretation of human resources laws, rules, regulations, policies, procedures, contract applications, the administration of grievances, and compliance with Memorandum of Understanding (MOU); explains program provisions, procedures, and eligibility requirements; reviews perfoiivance evaluations for consistency and makes recommendations. Works closely with management on issues that require resolution or contract clarification; conducts workplace investigations as needed; coaches managers and directors regarding conduct of termination meeting and serves as witness to ten ninations; participates in the grievance process and attends grievance hearings. Assists the City Manager with labor contract negotiations as directed; prepares labor relations documents and contract language; represents the City in meetings with bargaining units. Provides highly complex staff assistance to the City Manager; prepares and presents staff reports and other necessary correspondence; coordinates and integrates program services and activities with other City departments. Administers and manages a variety of functions in the Human Resources Office including developing and administering a records management system and ensuring compliance with applicable laws, rules and regulations. Monitors changes in laws, regulations, and technology that may affect City or human resources operations, implements policy and procedural changes as required. Participates in the development and implementation of policies and procedures to ensure compliance with applicable Federal and State laws and regulations Provides supervision to lower -level Human Resources support staff. Plans, organizes, and manages self -insured programs for the City's property, liability, and workers' compensation programs. Establishes and reviews insurance requirements and makes recommendations for the level of risk transfer and safety measures needed to assure reasonable balance of risk for the City and its contracts and agreements. Coordinates activities involving claims related to the City's property, liability and workers' compensation insurance including but not limited to administering claim processing and maintaining communications with claimant, insurance adjuster, Authority management and legal counsel, as appropriate. Perfonns other duties as assigned 2 HUMAN RESOURCES MANAGER Page 3 of 5 QUALIFICATIONS Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be: Knowledge of: • • • • • • • • • • Administrative principles and practices, including goal setting, program development, implementation, and evaluation, project management, and supervision of staff. Principles, practices, and techniques of human resources in a public agency setting, including recruitment and selection, equal employment opportunity, and affiuniative action; job analysis and classification compensation analysis and administration; benefits administration, workers' compensation; employee and labor relations, mcluding negotiations and the interpretation of laws regulations, policies and procedures. Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to assigned area of responsibility. Basic principles and practices of budget administration. Recent and on -going developments, current literature, and sources of infoi.uation related to the operations of the assigned programs. Record keeping principles and procedures. Modern office practices, methods, and computer equipment and applications related to the work. English usage, grammar spelling, vocabulary, and punctuation. Techniques for effectively representing the City in contacts with governmental agencies, community groups, and various business, professional, educational, regulatory, and legislative organizations. Techniques for providing a high level of customer service by effectively dealing with the public vendors, contractors, and City staff. Ability to: • Recommend and implement goals, objectives, and practices for providing effective and efficient services • Evaluate and recommend improvements in operations, procedures, policies, or methods. • Plan, organize, and carry out assignments with minimal direction. • Conduct complex research projects on a wide variety of human resources topics, evaluate alternatives, make sound recommendations, and prepare effective technical staff reports. • Prepare clear and concise reports, correspondence, policies, procedures, and other written materials. • Maintain confidentiality of sensitive personal infoiuiation of applicants, 3 HUMAN RESOURCES MANAGER employees, foiruer employees, and other matters affecting employee relations. • Interpret, apply, and ensure compliance with Federal, State, and local policies, procedures laws and regulations • Effectively represent the assigned function and the City in meetings with governmental agencies, contractors, vendors, and various businesses, professional, regulatory and legislative organizations. • Maintain accurate files and records. • Organize and prioritize a variety of projects and multiple tasks in an effective and timely manner; organize own work, set priorities and meet critical time deadlines. • Operate modem office equipment including computer equipment and specialized software applications. • Use English effectively to communicate in person, over the telephone, and in writing. • Use tact, initiative, prudence, and independent judgment within general policy and legal guidelines in politically sensitive situations • Establish, maintain, and foster positive and harmonious working relationships with those contacted in the course of work. Education and Experience* Equivalent to graduation from an accredited four year college or university with major work in public or business administration, human resources, or closely related field. (Job -related experience may be substituted for the required education on a year -for -year basis.) Three years of professional level administrative experience in a progressively responsible capacity requiring knowledge of personnel management, municipal administration, and risk management principles. Experience in a public agency is desirable. Possession of valid and appropriate California Drivers License PHYSICAL DEMANDS The physical 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 disabilities to perfoini the essential functions. Must possess mobility to work in a standard office setting and use standard office equipment, including a computer; to operate a motor vehicle and to visit various City and meeting sites; vision to read printed materials and a computer screen; and hearing and speech to communicate 4 HUMAN RESOURCES MANAGER in person before groups and over the telephone. This is primarily a sedentary office classification although standing in and walking between work areas will be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file infounation. Employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision peripheral vision depth perception, and the ability to adjust focus. SELECTION GUIDELINES Formal application, rating of education and experience, oral interview and reference check; job related tests may be required. The duties listed above are intended only as illustrations of the various types of work that may be performed. The omission of specific statements of duties does not exclude them from the position if the work is similar, related or a logical assignment to the position. The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change. Approved by the Morro Bay City Council on February 22, 2022. 5 CITY OF MORRO BAY OPERATIONS INTERFACE MANAGER This is a project -specific, temporary position that oversees the startup operations for the new Water Reclamation Facility ("WRF') project. The position holds managerial authority over certain tasks related to implementation of administrative functions, regulatory issues, design approach, and operations set up. This position reports to the Public Works Director. DEFINITION The position coordinates and manages the interface between City operations staff and: • Engineering and design staff • Project management consultants • Miscellaneous outside consultants • Contractors • Regulators (Regional Water Quality Control Board and Division of Drinking Water staff) • Manufacturers • Accounting, invoicing, budgeting, and invoice approval staff ESSENTIAL FUNCTIONS • Serves as a City staff lead liaison to the WRF project • Provides WRF startup plans review and coordination of startup of plant • Attends weekly Conveyance project, WRF design -build team, and scheduling and construction meetings • Attends City Council meetings for agendized WRF and/or Utilities items as needed • Attends Public Works Advisory Board meetings • Monitors and maintains current National Pollution Discharge Elimination System (NPDES) and Division of Drinking Water (DDW) Permits • Provides new NPDES and DDW Permit development review, input, and training • Serves as Regional Water Quality Control Board and DDW liaison • Reviews and comments on required monthly reports • Provides feedback on design clarifications and design intent on overall WRF project • Coordinates Instrumentation and Controls (I&C) design for WRF, pump stations, injection wells and water infrastructure • Oversees WRF Computerized Maintenance Management System (CMMS) implementation • Attends OneWater (water and sewer) meetings and reviews and comments on design • Reviews technical documents for water tanks rehabilitation project and works with staff on project implementation • Assists in the preparation of Utilities budget, including operations and capital projects for FY22/23 • Reviews and provides comment on WRF budget and progress reports • Provides overall WRF project oversite • Reviews and approves WRF invoice for appropriateness of charges • Provides review of major process changes or repair work such as removing a digester from service, cleaning C12 chamber, and state water flow adjustments • Provides emergency onsite response • Conducts as needed site visits to project sites • Performs other duties as assigned by the Public Works Director Approved by the Morro Bay City Council on February 22, 2022.