HomeMy WebLinkAboutE-07 Staff Report -Specification Revision Assistant Director of Utilities Customer Care and SolutionsCONSENT ITEM
E-7
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
VIA: SERGIO GONZALEZ, CITY MANAGER
FROM: TANYA BRAGG, DIRECTOR OF HUMAN RESOURCES AND RISK
MANAGEMENT
DATE: JUNE 4, 2018
SUBJECT: CLASSIFICATION SPECIFICATION REVISION – ASSISTANT DIRECTOR
OF UTILITIES – CUSTOMER CARE AND SOLUTIONS
BACKGROUND:
On May 8, 2018, the Personnel Board met and approved revisions to the classification for
Assistant Director of Utilities – Customer Care and Solutions. The proposed action approves
these revisions.
RECOMMENDATION:
Staff recommends the City Council take the following action:
1)Approve the attached class specification for the position of Assistant Director of Utilities
– Customer Care and Solutions.
ANALYSIS:
With the retirement of the Assistant Director of Utilities Customer Care and Solutions, the
department and Human Resources reviewed the job specification and recommends making the
attached revisions to clarify the language in the Essential Functions and Education and
Experience sections.
This recommendation was reviewed and approved by AMMA and the Personnel Board.
There is no change recommended to the salary range.
APPROVED
CITY COUNCIL
6/4/2018
CLASSIFICATION SPECIFICATION REVISION – ASSISTANT DIRECTOR OF UTILITIES –
CUSTOMER CARE AND SOLUTIONS
June 4, 2018
Page 2
FISCAL IMPACT:
Funding for this new position has been included in the adopted budget for Fiscal Year
2017/2018.
Prepared by: Reviewed and Approved:
Kelsey Kenz Tanya Bragg
HR/Risk Management Analyst Director of Human Resources
and Risk Management
Reviewed and Approved:
Sergio Gonzalez
City Manager
Attachment:
1) Classification Specification: Assistant Director of Utilities – Customer Care and
Solutions
Adopted: 5/21/2018
AMMA Salary Range: 3557
CITY OF AZUSA
ASSISTANT DIRECTOR OF UTILITIES- CUSTOMER CARE AND SOLUTIONS
DEFINITION
Under administrative direction, plans and directs customer care business functions within the
Azusa Light and Water Department, including division information systems, utility billing,
lobby services to customers, call center, cashiering, electronic payments, banking, revenue
record keeping and reporting, collections, and field services and meter reading, as assigned;
develops and implements efficiency improvements using technology, and oversees efforts to
improve operating practices and procedures and deliver services to customers; administers
various vendor contracts and directs division managers and/or supervisors; from time to time
may act as the Director of Utilities. See Essential Functions below for further detail.
ESSENTIAL FUNCTIONS
The following functions are typical for this classification. Incumbents may not perform all of
the listed functions and/or may be required to perform additional or different functions from
those set forth below to address changing business needs and practices.
Participates in strategic planning to set goals and objectives for department and develops and
under direction implements division goals, objectives, policies, and procedures.
Continuously monitors, analyses and improves the effectiveness and efficiency of the
division’s business processes and activities.
Plans and directs customer care division functions including field services, meter reading, call
center, the receipt and processing of customer payments by various methods, computerized
billing, special billing, customer records, billing and revenue record keeping, and reporting
activities.
Ensures the timely and accurate transfer of revenue data to the Department management
and City's Finance Department, and responds to City Audits of billing procedures, effective
rates, and cash receipts processing.
Ensures that regular reports on electric and water sales and associated revenue reports are
timely and accurately prepared.
Prepares the customer care budget; assists in budget implementation; administers the
approved budget; monitors expenditures, purchase order limits, and vendor billing.
Oversees payments processing, both electronic and cash, including daily deposits report, to
ensure reconciliation with utility billing accounts receivables, and reports same to the Light
and Water and Finance Departments to permit reconciliation with bank statements.
Reviews and authorizes unusual and complex billing corrections and adjustments in
accordance with Department rules and regulations; as necessary, oversees and negotiates
the collection and issuance of final and overdue bills, deposits, charges, and refunds.
Reviews billing procedures and customer service practices to implement utility rate changes,
determines effectiveness of operations, and makes necessary changes to provide efficient
service to customers.
ATTACHMENT 1
Adopted: 5/21/2018
AMMA Salary Range: 3557
Evaluates, recommends, oversees, and monitors the implementation of new value-added
technology in the areas of meter reading, field services, utility billing and customer services,
may administer technical service contracts for advanced metering technology, network
services, meter data management system, call management and outage management
systems.
Confers with superiors regarding policies and organizational problems that may impede
delivery of services; provides assistance to the public and resolves the most difficult customer
service complaints.
Participates in the hiring process for new Division employees; develops and establishes work
methods and standards; conducts or directs staff training and development; reviews and
evaluates employee performance; initiates disciplinary actions.
Collaborates with Department management on operating budget preparation, financial
reporting, miscellaneous rate adjustments, cost of service studies, bond financings' and
disclosure reporting. ·
Coaches, manages and supervises direct reports to ensure and/or improve operational
performance; reviews and approves leave time and overtime; oversees the preparation of
timesheets.
Researches and prepares technical and administrative reports; prepares written
correspondence.
Maintains awareness and compliance with laws and regulations affecting customer service.
Represents the department and division to outside agencies and organizations; participates
in outside community and professional groups and committees; provides technical assistance
as necessary.
Performs related duties as required.
CLASS CHARACTERISTICS
This single position class reports directly to the Director of Utilities and the incumbent is
responsible for assisting with the management of the Department by researching and
developing plans and contracts to implement department-wide technology, i.e., Advanced
Metering Infrastructure (AMI), and by directing customer care division. Position may
participate in cost of service studies, utility rate redesign and implementation, and bond
financings as necessary.
QUALIFICATION GUIDELINES
Education and/or Experience
A bachelor's degree in business administration, accounting, finance, computer science, or
closely related field; and six years of increasingly responsible experience in billing and
customer service appropriate to the level of this position; including at least two years in a
supervisory capacity is required for this position. Master’s degree in Business is highly
desirable.
Adopted: 5/21/2018
AMMA Salary Range: 3557
Knowledge and Skills
Knowledge of utility customer service functions; budgeting, accounting, and financial
management; principles and practices of automating business processes using electronic
computer systems and applications; contract administration and computerized billing and
record keeping techniques; principles and practices of cost accounting, and office
administration; principles and practices of supervision, experienced in word processing and
spreadsheet applications; auditing procedures; metering infrastructure; wireless networks
and meter data management technologies and applications; utility energy management and
conservation programs; pertinent local, State, and Federal rules, regulations, and laws.
Ability to communicate clearly and concisely, both orally and in writing; research and prepare
complex reports on a variety of subjects; recognize when to be diplomatic or assertive; deal
diplomatically and professionally with a wide variety of individuals and groups; act as an
effective conduit between the Utilities Department, other City Departments and
existing/potential customers; plan, direct, and coordinate implementation of new business
applications and information systems, including enhancements and integration of multiple
systems, including meter data management system, customer information system, utility
payment systems and applications, call management system, outage management system,
and web portals for customers; monitor and evaluate service delivery and program
performance according to established goals and objectives; respond to public inquiries,
complaints and requests from the community in a tactful and effective manner; formulate
strategies and working protocols to represent the City's best economic interest; select, train,
supervise and evaluate employees; represent the City in a variety of meetings; make
decisions regarding operational and personnel functions; operate programs within allocated
resources; 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 principles and practices; analyze and interpret financial
and accounting records; deal constructively with conflict and develop effective resolutions;
prepare financial statements and analysis; develop new policies impacting department
operations/procedures; develop systematic educational and promotional programs and
develop value added customer services or products.
MARGINAL FUNCTIONS
These are position functions which may be changed, deleted, or reassigned to accommodate
an individual with a disability.
SPECIAL REQUIREMENTS
Possession of and ability to maintain a valid Class C California Driver's License and a
satisfactory driving record.
Environmental Conditions
Work is performed primarily in a standard office setting; incumbents may be required to work
extended hours including evenings and weekends from time-to-time.
Physical Conditions
Primary functions require sufficient physical ability and mobility to work in an office setting; to
stand or sit for prolonged periods of time; to occasionally stoop, bend, kneel, crouch, reach,
and twist; to lift, carry, push, and/or pull light to moderate amounts of weight; to operate office
equipment requiring repetitive hand movement and fine coordination including use of a
computer keyboard; and to verbally communicate to exchange information.