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HomeMy WebLinkAbout11 REVISED CLASS SPECS 03-17-03AGENDA REPORT Agenda Item Reviewed: City Manager Finance Director MEETING DATE: March 17, 2003 TO: FROM: SUBJECT: WILLIAM A. HUSTON, CITY MANAGER HUMAN RESOURCES DEPARTMENT ADOPTION OF NEW AND REVISED CLASS SPECIFICATIONS SUMMARY: This agenda item recommends adopting revised and/or new class specifications that detail the essential functions of jobs consistent with the requirements of the Americans with Disabilities Act. RECOMMENDATION: Adopt new and/or revised class specifications for the classifications of Lead Water Maintenance Worker, Water Maintenance Worker I, Water Maintenance Worker II, Water Equipment Operator, Associate Engineer, Assistant Director of Finance and Accounting Supervisor. FISCAL IMPACT: NONE BACKGROUND AND DISCUSSION: Pursuant to the City's Personnel Rules and Regulations, the City is required to maintain both Classification and Compensation Plans covering all classes of positions in the City service. Additionally, the City continues to work toward modernizing its Human Resources function and revising and updating its class specifications to ensure compliance with the requirements of the Americans with Disabilities Act (ADA) by identifying the essential functions and physical requirements of jobs within the City. Consistent with current practice, staff requests approval from the City Council for those class specifications that have changed significantly, all new class specifications and/or at any time there is a need to revise our Classification Plan due to changes in positions. Staff will periodically make revisions to these specifications as job duties and requirements change that are not substantive. S:\City Council Agenda Items\2003\new class specs 0317.doc City Council Agenda March 17, 2003 Page 2 Attached for approval are revised class specifications for the classifications Lead Water Maintenance Worker, Water Maintenance Worker I, Water Maintenance Worker II (this is a new classification), Water Equipment Operator, Associate Engineer, Assistant Director of Finance and Accounting Supervisor. Because no salary range has yet been set for the Water Maintenance II classification, staff will return with a recommended salary range for this classification in the near future As such, there are no recommended changes to our Classification or Compensation Plans. Approval of this agenda item simply adopts the new and revised class specifications indicated above. Arlene Marks, SPHR Director of Human Resources Attachments: Class Specifications for Lead Water Maintenance Worker, Water Maintenance Worker I, Water Maintenance Worker II, Water Equipment Operator, Associate Engineer, Assistant Director of Finance and Accounting Supervisor. S:\City Council Agenda Items\2003\new class specs 0317.doc CITY OF TUSTIN LEAD WATER MAINTENANCE WORKER IClass specifications are only intended to present a descriptive summary of the range of duties andI responsibilities associated with specified positions. Therefore, specifications may not include all duties performed by individuals within a classification. In addition, specifications are intended to outline the minimu_m qualifications necessary for entry into the class and do not necessarily conveyI the qualifications "~ incumbents within the position. DEFINITION: Under limited supervision, operates construction and maintenance equipment in performing utility excavating, grading, trenching, loading and related operations according to required standards; leads the work of a crew as assigned; performs semi-skilled and skilled maintenance tasks; performs related duties as required. CLASS CHARACTERISTICS: This is a specialized class and incumbents are required to operate a variety of heavy equipment in the construction and maintenance of water systems and facilities. In addition, incumbents train the less experienced staff on equipment operation and maintenance/construction tasks and are responsible for leading the work of assigned staff. ESSENTIAL FUNCTIONS: (includes but are not limited to the following) These functions may not be present in all positions in multiple position classes. When a position is to be filled, the requisite essential functions will be noted in the announcement of position availability. Operates construction equipment such as backhoe, front end loader, and dump truck for a variety of construction and maintenance operations involving water lines; digs and backfills trenches and excavations. Assists in directing the work of employees operating equipment on a training basis; leads the work of crews as assigned; determines materials, supplies and equipment necessary to complete projects; completes required forms. Identifies equipment needs for assigned projects; performs minor repairs on equipment and reports need for major repairs. Performs construction and maintenance tasks, arc and gas welding, operation and usage of other water related materials and equipment; cuts, threads and fits water pipes; installs, maintains and repairs water lines, pipes, facilities, water valves and fire hydrants. Assists in locating utility lines and appurtenances; performs construction, maintenance and repair tasks that are similar to those performed by maintenance workers. Responds to emergency situations as needed. WORKING CONDITIONS: Work involves considerable physical exertion, including heavy lifting. Most work is done outdoors. There is exposure to the hazards associated with working around traffic and with heavy equipment Position requires prolonged sitting (when operating equipment), standing, walking, reaching, twisting, turning, kneeling, bending, squatting, and stooping in the performance of daily activities. The position also requires grasping, repetitive hand movement and coordination in driving vehicles, operating equipment and using tools. Additionally, the position requires vision sufficient to enable the incumbent to operate vehicles and equipment. Acute hearing is required when working around traffic and equipment. Lead Water Maintenance Worker Page 2 of 2 The need to lift, drag and push equipment, tools, supplies and other materials weighing up to 90 pounds is also required. The position requires walking on uneven ground and around construction sites. QUALIFICATION GUIDELINES: (The following are minimal qualifications necessary for entry into the classification) Education and/or Experience: Any combination of education and/or experience that has provided the knowledge, skills, and abilities necessary for acceptable job performance. Example combinations include: Graduation from high school or equivalent and three years of experience in the installation, repair, and maintenance of water, mains, meters, valves, hydrants, and related facilities including one year of experience operating a variety of construction and maintenance equipment. KNOWLEDGE/ABILITIES/SKILLS: (The following are a representative sample of the KAS's necessary to perform essential duties of the position) Knowledge of: Considerable knowledge of equipment operation, techniques, and methods used in the construction and maintenance water systems and facilities; safe work practices; uses and purposes of general construction tools and equipment; traffic laws, ordinances and rules involved in truck and heavy equipment operation; principles and methods of plumbing and hydraulics. Ability to: Keep accurate records; perform skilled maintenance, construction and repair work; read and interpret maps and blueprints; assist in training personnel on unit activities, procedures and regulations; lead the work of an assigned crew; lift 90 pounds on a regular basis; perform heavy manual work; respond to emergency and problem situations in an effective manner; communicate effectively with a variety of personnel and establish/maintain effective working relationships; understand, explain and apply policies and procedures; work safely; understand and follow verbal and written directions; work independently; meet the physical requirements established by the City. Skill to: Operate a variety of construction equipment; use hand tools and power tools safely. SPECIAL REQUIREMENTS: Possession of or ability to obtain a Class A California driver=s license and appropriate endorsements and a satisfactory driving record. CERTIFICATION: Possession of a D2 Distribution Systems Certificate from the California Department of Health Services. This classification is subject to random drug/alcohol testing pursuant to Department of Transportation guidelines/requirements. FLSA: Lead Water Maintenance Worker- Non-Exempt General- TMEA Adopted: S:\Class Specifications\Water\LeadWaterMaintWorker.doc CITY OF TUSTIN WATER MAINTENANCE WORKER I WATER MAINTENANCE WORKER II IClass specifications are only intended to present a descriptive summary of the range of duties andI responsibilities associated with specified positions. Therefore, specifications may not include all duties performed by individuals within a classification. In addition, specifications are intended to outline the minimum qualifications necessary for entry into the class and do not necessarily conveyI the qualificat~ons-~ incumbents within the position. DEFINITION: Under general supervision, performs a variety of semi-skilled and skilled tasks in the upkeep, maintenance, and repair of the water distribution system and related facilities; performs related duties as required. CLASS CHARACTERISTICS: Water Maintenance Worker I: This is the entry and training level class in the Water Maintenance Worker series. Duties are performed under close supervision and in a learning capacity. Incumbents perform a wide range of construction and maintenance task, some of which may be semi-skilled in nature. Incumbents assigned to this class perform with greater independence and discretion as knowledge and abilities are acquired. Water Maintenance Worker II positions that are vacant may be filled at the Water Maintenance Worker I level. Advancement to the Water Maintenance Worker II class requires adequate funding and an evaluation by management of employee knowledge, skills and abilities and possession of appropriate certification. Water Maintenance Worker I1: This is the journey level class in the Water Maintenance Worker series. Positions in this class are normally filled by advancement from the lower level class of Water Maintenance Worker I, or when filled from the outside, require highly skilled and technical work experience. Appointment to the higher class requires that the employee be performing substantially the full range of skilled and technical duties, meet the minimum qualifications for the class and adequate funding. ESSENTIAL FUNCTIONS: (includes but are not limited to the following) These functions may not be present in all positions in multiple position classes. When a position is to be filled, the requisite essential functions will be noted in the announcement of position availability. Performs a variety of maintenance work in the construction, maintenance and repair of the water distribution system and related facilities. Cuts, fits, lays and repairs water mains and lines; cleans and flushes water mains; repairs mains, valves and hydrants; installs, removes, and repairs large and small services. Inspects, tests, and operates valves, fittings and related water distribution equipment; performs repairs to fire hydrants and flow tests related equipment. Operates trucks and construction equipment such as backhoe and trenching machine; performs minor servicing to truck and reports mechanical or other problems; keeps truck stocked with supplies and materials. S:\Class Specifications\Water\Water Maint Worker I II draft.doc Water Maintenance Worker I and II Page 2 of 3 Participates in water system maintenance and repair work; locates, excavates and repairs water lines and related facilities; inspects water projects for leaks, decayed pipes, spillage and obstructions. Installs barricades and routes traffic in a safe manner. WORKING CONDITIONS: Work involves considerable physical exertion, including heavy lifting. Most work is done outdoors. There is exposure to the hazards associated with working around traffic and with heavy equipment. Position requires prolonged standing, walking, reaching, twisting, and turning, kneeling, bending, squatting, and stooping in the performance of daily activities. The position also requires grasping, repetitive hand movement and coordination in driving vehicles, operating equipment and using tools. Additionally, the position requires vision sufficient to enable the incumbent to operate vehicles and equipment. Acute hearing is required when working around traffic and equipment. The need to lift, drag and push equipment, tools, supplies and other materials weighing up to 90 pounds is also required. The position requires walking on uneven ground and around construction sites. QUALIFICATION GUIDELINES: (The following are minimal qualifications necessary for entry into the classification) Education and/or Experience Any combination of education and/or experience that has provided the knowledge, skills, and abilities necessary for acceptable job performance. Example combinations include: Graduation from high school or equivalent, and: Water Maintenance Worker I: two years of experience in the installation, repair, and maintenance of water services, mains, meters, valves, hydrants, and related equipment and/or facilities. Water Maintenance Worker I1: three years of experience in the installation, repair, and maintenance of water services, mains, meters, valves, hydrants, and related equipment and/or facilities or one year of experience as a Water Maintenance Worker I in the City of Tustin. KNOWLEDGE/ABILITIES/SKILLS: (The following are a representative sample of the KAS's necessary to perform essential duties of the position) Knowled_~e of: Water Maintenance Worker I: Working knowledge of the equipment and procedures involved in the installation, maintenance, and repair of water systems and related facilities; related laws, ordinances, rules, regulations, policies, and procedures. Water Maintenance Worker I1: Considerable knowledge of the equipment and procedures involved in the installation, maintenance, and repair of water systems and related facilities; related laws, ordinances, rules, regulations, policies, and procedures. S:\Class Specifications\Water\Water Maint Worker I II draft.doc Water Maintenance Worker I and II Page 3 of 3 Ability to: Perform a variety of construction, repair and maintenance tasks: work under routine and emergency conditions, sometimes in severe weather; work efficiently and safely with others; understand and follow instructions and directions; perform a wide variety of physically strenuous tasks; respond to public inquiries and complaints in a tactful and courteous manner; operate and properly repair a variety of pipes, valves, fittings and hydrants; read, interpret and understand blueprints and construction drawing; maintain records; maintain and repair equipment and tools; perform heavy manual work on a regular basis; lift and operate a 90 pound jackhammer on a regular basis; meet the physical requirements established by the City. Skill to: Safely operate heavy construction and repair equipment; use a variety of hand and power tools. SPECIAL REQUIREMENTS: Possession of or ability to obtain a Class B California driver's license and a satisfactory driving record. CERTIFICATIONS: Water Maintenance Worker I: Possession of or ability to obtain within one year of appointment a D1 Distribution Systems Certificate from the California Department of Health Services. Water Maintenance Worker I1: Possession of a D2 Distribution Systems Certification issued by the California Department of Health Services. Possession of a Cross Connection Control Specialist Certification issued by the County of Orange, may be required for some assignments. This classification is subject to random drug/alcohol testing pursuant to Department of Transportation guidelines/requirements. FLSA: Water Maintenance Worker I and II -Non- Exempt General - TMEA Adopted: S:\Class Specifications\Water\Water Maint Worker I II draft.doc CITY OF TUSTIN WATER EQUIPMENT OPERATOR Class specifications are only intended to present a descriptive summary of the range of duties andI I responsibilities associated with specified positions. Therefore, specifications may not include all I duties performed by individuals within a classification. In addition, specifications are intended to Ioutline the minimu, m qualifications necessary for entry into the class and do not necessarily conveyI Ithe qualifications -~incumbents within the position. DEFINITION: Under limited supervision, operates construction and maintenance equipment including excavating, grading, trenching, loading and related operations according to required standards; performs semi- skilled and skilled maintenance tasks; makes minor mechanical equipment adjustments in the field; performs related duties as required. CLASS CHARACTERISTICS: Water Equipment Operators perform skilled tasks that involve operation of assigned equipment as the primary responsibility. Incumbents may be utilized to operate other equipment and assist in the performance of other skilled to unskilled maintenance work, but such responsibilities are subordinate to the primary tasks involving operation of assigned equipment. Equipment Operators train the less experienced staff on equipment operation and maintenance/construction tasks and may lead the work of a crew as assigned. ESSENTIAL FUNCTIONS: (includes but are not limited to the following) These functions may not be present in all positions in multiple position classes. When a position is to be filled, the requisite essential functions will be noted in the announcement of position availability. Operates construction equipment such as dump truck, backhoe, roller, pavement saws, hoe rams, jack hammers and front-end loaders for a variety of construction and maintenance operations involving streets, sidewalks, street trees, curbs, gutters, water lines, reservoirs and appurtenances; excavates around electric and gas lines; drives a truck and trailer to haul equipment to and from job locations. Checks job site for potential hazards, determines precautions for safe equipment operation and job site activities; performs assignments in accordance with safety requirements and job site conditions; reads and interprets plans and blueprints. Performs skilled work in the operation of the assigned equipment according to work schedule and general instructions; ensures appropriate traffic control and the shoring of trenches. Performs various tasks involved in the routine preventative maintenance and minor repair of the assigned equipment, including greasing and lubrication, and monitoring and maintaining fluid levels. Identifies equipment and materials needed for assigned projects; maintains records of work completed, materials and equipment used on projects. Assists in training new operators; directs the work of semi-skilled personnel assigned to assist with a project; may be assigned to assist other maintenance crews and operate other motorized equipment as necessary. Performs a variety of general skilled and semi-skilled field maintenance work as a crew member when not assigned to equipment operation. S:\Class Specifications\Water\Water Equipment Operator.doc Water Equipment Operator Page 2 of 3 WORKING CONDITIONS: Communicate orally and by radio with management, co-workers, and the public in face-to-face, one- to-one, and group settings; sit and/or stand for extended periods of time; have hearing and vision within normal ranges; carry, push, reach and lift up to 100 pounds; occasionally stoop, kneel, crouch or climb; sufficient manual dexterity to operate equipment; walk on uneven terrain; work in an outdoor environment with possible exposure to harsh weather conditions, heavy equipment, dust, noise, and potentially hazardous substances; work in confined spaces wearing assigned respiratory devices; work in trenches and elevated areas; respond to emergencies during off hours; dexterity and coordination sufficient to operate foot and hand controls on equipment; maintain alertness during maintenance and construction jobs. QUALIFICATION GUIDELINES: (The following are minimal qualifications necessary for entry into the classification) Education and/or Experience Any combination of education and/or experience that has provided the knowledge, skills, and abilities necessary for acceptable job performance. Example combinations include: Equivalent to graduation from high school and four years of experience operating a variety of construction equipment including two years of experience working with water systems. KNOWLEDGE/ABILITIES/SKILLS: (The following are a representative sample of the KAS's necessary to perform essential duties of the position) Knowledqe of: Considerable knowledge of the mechanical operation of the assigned power-driven equipment; occupational hazards and routine safety precautions; rules, regulations, methods and procedures of trenching, shoring, confined spaces and water pipe disinfecting; safe work practices and traffic control; uses and purposes of general construction tools and equipment; proper shoring of trenches; traffic laws, ordinances and rules involved in truck and construction equipment operation; of rules and regulations involving chlorination systems and water quality; equipment operation, techniques, and methods used in the construction and maintenance water systems and facilities; NPDES; principles and methods of plumbing and hydraulics. Ability to: Ability to operate heavy, power-driven equipment safely and efficiently; detect the need for major mechanical maintenance; perform routine adjustments and maintenance on equipment used; use and care of hand tools in making minor adjustments and performing routine maintenance of the assigned equipment; perform skilled maintenance, construction and repair work; prepare routine records; read and interpret maps and blueprints; read survey stakes, elevations and grades; enter confined spaces wearing appropriate respiratory devices; work safely; work effectively in the absence of supervision; follow verbal and written instructions; establish and maintain cooperative working relationships; respond to emergency and problem situations in an effective manner; train new employees; pass the physical standards set by the City; be on standby, respond in a timely manner after hours, at night, on weekends and holidays. SPECIAL REQUIREMENTS: Possession of or ability to obtain a Class A California drivers' license with air brakes and tanker endorsements and a satisfactory driving record. S:\Class Specifications\Water\Water Equipment Operator.doc Water Equipment Operator Page 3 of 3 CERTIFICATION: Possession of a D2 Distribution Systems Certification issued by the California Department of Health Services. This classification is subject to random drug/alcohol testing pursuant to Department of Transportation guidelines/requirements. FLSA: Water Equipment Operator-Non-Exempt TMEA Adopted: S:\Class Specifications\Water\Water Equipment Operator.doc CITY OF TUSTIN ASSOCIATE ENGINEER Class specifications are only intended to present a descriptive summary of the range of duties and responsibilitiesI associated with specified positions. Therefore, specifications may not include all duties performed by individualsI within a classification. In addition, specifications are intended to outline the minimum qualifications necessary forI entry into the class and do not necessarily convey the qualifications of incumbents within the position. I DEFINITION: Under general direction performs responsible, difficult and professional civil engineering and administrative work in the field or office associated with the design, development, investigation, construction and maintenance of public works and/or water utility facilities; coordinates the work of consultants; and performs other work as required. CLASS CHARACTERISTICS: This is the full journey level classification in the professional civil engineering job series. Incumbents work independently on assignments and may be involved in planning, managing, and/or directing the work of junior or assistant engineering staff and/or consultants. ESSENTIAL FUNCTIONS: (includes but are not limited to the following) These functions may not be present in all positions in multiple position classes. When a position is to be filled, the requisite essential functions will be noted in the announcement of position availability. Participates in a variety of professional and sub-professional engineering work, including the preparation and review of private development plans, subdivisions, special projects, project specifications and public counter operations; acts as project manager or resident engineer for Public Works and/or Water Division construction projects; directs and coordinates project inspections; performs plan and map checks for subdivision development; may draft ordinances according to general instruction. Supervises and participates in the preparation and review of preliminary and final engineering plans, cost estimates, and specifications for public works, municipal projects, and/or water utility projects such as distribution and transmission mains, water wells, pump stations, and reservoirs; evaluates compliance with laws, ordinances, and acceptable engineering standards, and recommends corrections or improvements; participates in the preparation of legal descriptions and deeds for easements and rights-of-way. Participates in the preparation of requests for proposals relating to projects requiring contract engineering work; directs the preparation of project cost estimates for competitive bidding purposes; reviews plans of consulting/engineering firms performing work for the City and evaluates their performance; performs construction contract modifications and negotiates contract changes. Reviews operational procedures to ensure compliance with applicable policies and quality control standards as well as to ensure currency in technique; recommends changes to departmental procedures, policies, and regulations including engineering design standards. Provides technical assistance to other departments and City personnel; assists in the design and construction of municipal works facilities, including streets, water, sewer, and storm drainage systems. Compiles and analyzes statistical data and prepares technical reports relating to public works and/or water projects and programs; assists in the preparation of cost projections for the department budget and monitors expenditures; assists in preparing annual capital budgets. Coordinates engineering activities and represents the City in meetings with other department staff, City personnel, and other internal and external agencies to ensure timely progress and completion of projects.; may attend and make presentations to City committees and commissions. S:\Class Specifications\Public Works~,ssociate Engineer Draft.doc Associate Engineer Page 2 of 3 Coordinates the work of consultants; may review the work of Division field personnel in a variety of areas including the installation and repair of pipelines, valves, services and other water related appurtenances and make recommendation for improvements. Defines project scope of work; prepares specialized studies, cost analysis studies, specifications, work schedules, and investigations on public works, municipal, and water-related projects. Projects may include long and short-term demand analysis and alternative solutions to meet planning goals. Develops public works, municipal and water-related programs/procedures; may schedule, assign, review, monitor, and evaluate training for both professional and subprofessional engineering staff. WORKING CONDITIONS: Position requires prolonged sitting, standing, walking, reaching, twisting, turning, kneeling, bending, squatting, and stooping in the performance of daily activities. The position also requires grasping, repetitive hand movement and fine coordination in preparing reports and data using a computer keyboard. Additionally, the position requires near vision in reading correspondence, plans, specifications and other information. Acute hearing is required when providing telephone service and communicating in person. The need to lift, drag and push files, reports, specifications, plans or other materials weighing up to 25 pounds also is required. This position is also expected to perform inspections of work in the field that may require walking on uneven ground, working around machinery, fumes, dirt and gas, and in varying temperatures. QUALIFICATION GUIDELINES: (The following are minimal qualifications necessary for entry into the classification) Education and/or Experience: Any combination of education and/or experience that has provided the knowledge, skills, and abilities necessary for acceptable job performance. Example combinations include: Graduation from college with a bachelor's degree in Civil Engineering and a minimum of three years of increasingly responsible experience in the field of civil engineering or closely related field preferably in public works, the water industry or an associated municipal function. KNOWLEDGEIABILITIESISKILLS: (The following are a representative sample of the KAS's necessary to perform essential duties of the position) Knowledge of: Considerable knowledge of civil engineering principles, methods, and practices as applied in the planning, design, and construction of municipal public works and water utility projects; laws and regulations governing the design and construction of streets, water systems, capital projects, and other public works including CEQA, Subdivision Map Act and Public Contracts Code and office management. Considerable knowledge of the methods employed in the preparation of land development projects; budgets, contracts, agreements, plans, specifications, procedures, and forms associated with public works projects; hydraulic principles in pressure pipeline systems, water system operations and standard practices, water quality regulatory standards, monitoring requirements and reporting methods, computer-assisted hydraulic analysis. Working knowledge of City government and issues of concern to developers, property owners, contractors, private engineers, and others when dealing with the City on engineering matters; varied and alternative financing mechanisms for public works projects, including municipal finance principles and special assessment districts. S:\Class Specifications\Public WorksV~ssociate Engineer Draft.doc Associate Engineer Page 3 of 3 Ability to: Review and check complex engineering designs, computations, plans and studies; plan, direct, and coordinate public works, municipal and/or water engineering programs; operate programs within allocated amounts; respond to emergency and problem situations in an effective manner; understand, explain and apply policies and procedures; analyze unusual situations and resolve them through application of management and engineering principles and practices;; interpret financial statements and cost accounting reports. Communicate effectively orally and in writing; plan, organize, and carry out studies and analysis; prepare clear, complete, and technically accurate reports correspondence, analytical studies and other written materials using standard office and computer equipment; analyze data, develop recommendations based on findings, and reach sound and defensible conclusions; collect data; work effectively with various governmental agencies, private firms, and the general public; analyze situations and take effective action; speak before groups, organizations, regulatory bodies and professional meetings, respond constructively to conflict and develop effective resolutions; establish and maintain effective relationships with the community at large, the City Council, and other public officials. Skill to: Operate an office computer and a variety of word processing, data management and other software applications. SPECIAL REQUIREMENTS: Possession of or ability to obtain a Class C California drivers license and a satisfactory driving record. Possession of a certificate of registration as a civil engineer issued by the California State Board of Registration for Professional Engineers. FLSA: Associate Engineer- Non - Exempt Represented - TMEA Adopted: S:\Class Specifications\Public Works~Associate Engineer Draft.doc CITY OF TUSTIN ASSISTANT DIRECTOR OF FINANCE lC lass specifications are only intended to present a descriptive summary of the range of duties and responsibilities associated with specified positions. Therefore, specifications may not include all duties performed by individuals within a classification. In addition, specifications are intended to outline the minimum qualifications necessary for entr~ into the class and do not necessaril); conve? the qual~cations of incurnbents within the position. DEFINITION: Under general direction, assists in the administration of the Finance Department including accounting, utility billing, and payroll functions; assists in the development of department policies and procedures; assists in the development and administration of the department budget; acts in the absence of the Director; performs related duties as required. CLASS CHARACTERISTICS: This single position class is responsible for assisting the Director of Finance in managing the functions of the Finance Department. ESSENTIAL FUNCTIONS: (includes but are not limited to the following) These functions may not be present in all positions in multiple position classes. When a position is to be filled, the requisite essential functions will be noted in the announcement of position availability. Assists in the implementation of the fiscal management program of the City including budget monitoring, forecasting, collection and disbursement of revenues, accounting, financial reporting and auditing. Assists the department director in planning, directing, and coordinating finance activities and services; recommends procedures to conduct activities in accordance with related laws, ordinances, rules and regulations. Recommends and participates in the development of department goals, objectives, and policies; assists in the development and administration of the department budget. Advises, and otherwise provides assistance to the department director, the City Manager, other City personnel, and the public regarding finance related issues. In conjunction with the City's independent auditors, prepares the City's Comprehensive Annual Financial Report; prepares or directs the preparation of a variety of reports to the State Controller, County Auditor Controller and other Federal, State and/or County agencies. As designated representative, or in the absence of the department director, attends or conducts meetings and leads or participates in discussions regarding division activities. Selects, trains, motivates and evaluates staff; prepares and presents employee performance reviews; provides/coordinates staff training; works with employees to correct deficiencies; implements disciplinary procedures; recommends employee terminations; approves time sheets and expense reports. Assists the Director in establishing and directing city-wide policies and procedures related to financial transactions and financial reporting with the assistance and counsel of operating departments. WORKING CONDITIONS: Position requires prolonged sitting, standing, walking, reaching, twisting, turning, kneeling, bending, squatting, and stooping in the performance of daily activities. The position also requires grasping, repetitive hand movement and fine coordination in preparing statistical reports and data using a computer keyboard. Additionally, the position requires near vision in reading correspondence, statistical data on the computer. Acute hearing is required when providing telephone service and communicating in person. The need to lift, drag and push files, computer reports or other materials weighing up to 20 pounds also is required. S:\Class Specifications\Finance~ssistant Director of Finance.doc Assistant Finance Director Page 2 of 2 QUALIFICATION GUIDELINES: (The following are minimal qualifications necessary for entry into the classification) Education and/or Experience: Any combination of education and/or experience that has provided the knowledge, skills, and abilities necessary for acceptable job performance. Example combinations include: Equivalent to a bachelor's degree from an accredited college/university in public or business administration, accounting, or closely related field; and five years of progressively responsible professional experience in municipal accounting work, including at least three years in a management/supervisory capacity. A master's degree in a related field and/or CPA is desirable. KNOWLEDGE/ABILITIES/SKILLS: (The following are a representative sample of the KAS's necessary to perform essential duties of the position) Knowledqe of: Thorough knowledge of municipal accounting and finance administration principles, practices, and systems; laws, regulations and reporting requirements pertaining to municipal finance administration; treasury management and investment programs available for municipal funds; sources of revenue to fund municipal services; municipal budgeting processes; principles and practices of supervision. Advanced knowledge of computerized accounting systems; governmental accounting and reporting requirements. Ability to: Communicate clearly and concisely, both orally and in writing; research and prepare complex reports on a variety of subjects; establish and maintain effective relationships with the community at large and other public officials; plan, direct, and coordinate the work of Finance Department staff; train, supervise and evaluate employees; represent the City in a variety of meetings; make decisions regarding operational and personnel functions; operate programs within allocated amounts; work safely; understand, explain and apply policies and procedures; analyze unusual situations and resolve them through application of management principles and practices; identify methods to maximize service effectiveness and efficiency; deal constructively with conflict and develop effective resolutions; assist in planning and enforcing a balanced budget; develop new policies impacting division operations/procedures; interpret financial statements and cost accounting reports; administer contracts and ensure compliance with contract provisions; meet the physical requirements established by the City. Skill to: Operate an office computer and a variety of word processing, data management and other software applications. SPECIAL REQUIREMENTS: Possession of or ability to obtain a Class C California driver's license and a satisfactory driving record. FLSA: Assistant Director of Finance - Exempt Form 700 Required Management- Unrepresented Adopted: S:\Class Specifications\Finance~ssistant Director of Finance.doc CITY OF TUSTIN ACCOUNTING SUPERVISOR Class specifications are only intended to present a descriptive summary of the range of duties and responsibilitiesI associated with specified positions. Therefore, specifications may not include all duties performed by individualsI within a classification. In addition, specifications are intended to outline the minimum qualifications necessary for[ entry into the class and do not necessarily convey the qualifications of incurnbe--~s ~n the position. I DEFINITION: Under limited supervision, plans, directs and supervises the work of clerical staff responsible for City payroll, accounts payable, accounts receivable, utility billing and other functions of the Finance Department; coordinates, plans and reviews the work of MIS consultants; participates in the development of policies and procedures for departmental activities; performs difficult and complex accounting work and prepares financial statements, budgets, analysis, and reports; performs related duties as required. CLASS CHARACTERISTICS: This single position class is a first line supervisor responsible for supervising assigned clerical and/or accounting staff. In addition to supervisory responsibilities, the incumbent performs professional level accounting work. ESSENTIAL FUNCTIONS: (includes but are not limited to the following) These functions may not be present in all positions in multiple position classes. When a position is to be filled, the requisite essential functions will be noted in the announcement of position availability. Supervises clerical and/or accounting staff responsible for accounts payable/receivable, payroll, utility billing, and other finance activities; prepares or directs the preparation of related journal entries, account reconciliations, related schedules, and reports. Supervises and participates in the preparation, review, analysis, and reconciliation of financial statements; participates in the preparation of fiscal year-end financial reports. Oversees, plans and reviews the work of management information systems consultants; coordinates the development of system software; assists in the administration of related contract services. Assists in the implementation of the fiscal management program of the City including budget monitoring, forecasting, collection and disbursement of revenues, accounting, financial reporting and auditing. Assists in planning, directing, and coordinating finance activities and services; recommends procedures to conduct activities in accordance with related laws, ordinances, rules and regulations. Recommends and participates in the development of department goals, objectives, and policies. Advises, and otherwise provides assistance to the department director, assistant director, other City personnel, and the public regarding finance related issues. Prepares financial, statistical, budgetary, and analytical studies and reports; prepares detailed financial statements; verifies fund balances; performs special projects and assignments. Selects, trains, motivates and evaluates staff; prepares and presents employee performance reviews; provides/coordinates staff training; works with employees to correct deficiencies; implements disciplinary procedures; recommends employee terminations; approves time sheets and expense reports. Assists the Director and Assistant Director in establishing and directing city-wide policies and procedures related to financial transactions and financial reporting with the assistance and counsel of operating departments. WORKING CONDITIONS: Position requires prolonged sitting, standing, walking, reaching, twisting, turning, kneeling, bending, squatting, and stooping in the performance of daily activities. The position also requires grasping, repetitive hand movement and fine coordination in preparing statistical reports and data using a computer keyboard. S:\Class Specifications\Finance~ccounting Supervisor. doc Accounting Supervisor Page 2 of 2 Additionally, the position requires near vision in reading correspondence, statistical data on the computer. Acute hearing is required when providing telephone service and communicating in person. The need to lift, drag and push files, computer reports or other materials weighing up to 20 pounds also is required. QUALIFICATION GUIDELINES: (The foflowing are minimal qualifications necessary for entry into the classification) Education and/or Experience: Any combination of education and/or experience that has provided the knowledge, skills, and abilities necessary for acceptable job performance. Example combinations include: Equivalent to a bachelor's degree from an accredited college/university in public or business administration, accounting, or closely related field; and five years of progressively responsible professional experience in municipal accounting work, including at least two years in a supervisory capacity. A master's degree in a related field and/or CPA is desirable. KNOWLEDGEIABILITIESlSKILLS: (The following are a representative sample of the KAS's necessary to perform essential duties of the position) Knowledqe of: Thorough knowledge of municipal accounting and finance administration principles, practices, and systems; laws, regulations and reporting requirements pertaining to municipal finance administration; sources of revenue to fund municipal services; municipal budgeting processes; principles and practices of supervision. Considerable knowledge of computerized accounting systems; governmental accounting and reporting requirements. Ability to: Communicate clearly and concisely, both orally and in writing; research and prepare complex reports on a variety of subjects; establish and maintain effective relationships with the community at large and other public officials; plan, direct, and coordinate the work of a section of the Finance Department (including but not limited to utility billing, payroll, accounts payable/receivables); train, supervise and evaluate employees; represent the City in a variety of meetings; make decisions regarding operational and personnel functions; operate programs within allocated budget; work safely; understand, explain and apply policies and procedures; analyze unusual situations and resolve them through application of management principles and practices; identify methods to maximize service effectiveness and efficiency; deal constructively with conflict and develop effective resolutions; assist in planning and enforcing a balanced budget; develop new policies impacting division operations/procedures; interpret financial statements and cost accounting reports; administer contracts and ensure compliance with contract provisions; meet the physical requirements established by the City. Skill to: Operate an office computer and a variety of word processing, data management and other software applications. SPECIAL REQUIREMENTS: Possession of or ability to obtain a Class C California driver's license and a satisfactory driving record. FLSA: Accountinq Supervisor- Exempt Form 700 Required Management- Unrepresented Adopted: S:\Class Specifications\Finance~Accounting Supervisor. doc