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AGENDA
PERSONNEL BOARD REGULAR MEETING
NOTICE TO THE PUBLIC - All written documentation relating to each item of business referred to on the agenda, which is not
confidential,is available in the Human Resources Office for public inspection. Any person who has a question concerning any agenda
item may call the Director of Human Resources/Personnel Officer Victoria Cross,Extension 5183, to make inquiry concerning the nature
of the item described on the agenda.
DATE: September 25, 2001
TIME: 7:00 p.m.
LOCATION: WEST WING CONFERENCE ROOM
213 EAST FOOTHILL BOULEVARD, AZUSA, CALIFORNIA
1. CALL TO ORDER —Chair Jake Bushey
2. ROLL CALL—Personnel Board Members
O Jake Bushey, Chair O Inez Gutierrez O Lee Ann Mickey
O Lori Kloster, Vice Chair O Robert Dunn
Others Present
O Victoria Cross, Director of Human Resources/Personnel Officer
O Others
3. APPROVAL OF MINUTES: September 11, 2001
4. CLOSED SESSION:
A. Public Employee Performance Evaluation (Pursuant to Cal.Gov.Code, §54957):
Title: Police Officer
B. Public Employee Performance Evaluation (Pursuant to Cal.Gov.Code, §54957):
Title: Water Production Supervisor
C. Public Employee Performance Evaluation (Pursuant to Cal.Gov.Code,§54957):
Title: Customer Service Representative III
5. OPEN SESSION
A. Class Specification Revision(pursuant to Sections 3.51 Adoption of Plan and 4.3 Salary Range
Adjustment of the Rules of the Civil Service System)-Business Development/Public Benefit
Program Coordinator
B. Recruitment Request-Open Competitive (pursuant to Section 5.5.2 Open Competitive
Examinations of the Rules of the Civil Service System)- Business Development/Public
Benefit Program Coordinator
C. Recruitment Request-Promotional Competitive (pursuant to Section 5.5.3 Promotional
Examinations of the Rules of the Civil Service System) - Office Specialist II
6. PUBLIC COMMENT— Person/group will be limited to five minute maximum time to orally present
their purpose.
7. COMMENTS, UPDATES AND/OR REPORTS FROM PERSONNEL BOARD MEMBERS AND
STAFF.
8. ADJOURNMENT
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AZUSA
CITY OF AZUSA
MINUTES OF THE PERSONNEL BOARD
September 11, 2001
A regular meeting of the Personnel Board was called to order at 7:04 p.m. in the West Wing Conference Room by
Jake Bushey, Chair.
ATTENDANCE Personnel Board Members: Jake Bushey (Chair), Lori Kloster(Vice Chair)
Robert Dunn, Inez Gutierrez, Lee Ann Mickey.
Staff Liaison: Victoria Cross, Director of Human Resources/Personnel Officer
Also Present: King Davis, Chief of Police and Robert Person, Assistant City Manager
APPROVAL OF MINUTES Gutierrez/Kloster—to approve the minutes.
August 28, 2001
Merit Increases, Regular Mickey/Kloster - to recommend approval of merit increases, regular appointment and/or
appointment and/or flexible staffing promotional appointments for the following employees.
Flexible Staffing Promotion
Appointment
Recommendations
4.a. Merit Increase and/or Regular Appointment Recommendations
Type of Action/ Range/Step
Name Class Dept Effective Date Base Monthly
1 Karen Vanca Asst. Director Customer Utilities Reg Appt 3557/5
Care 8.Solutions 9-12-01 $8,503.68
2 Richard Torres Power Resources Utilities Merit Inc 4257/3
Coordinator 8-22-01 $6,505.839
3 Chet Anderson Assistant Director of Utilities Merit Inc 3557/4
Water Operations 9-11-01 $8,098.66
RECRUITMENT Dunn/Kloster—pursuant to Section 5.5.2. Open Competitive Examinations, of the
REQUEST-OPEN Rules of the Civil Service System
Police Lieutenant, Librarian,
Library Director, Park
Maintenance Supervisor,
Facilities Crew Supervisor, and
Street Maintenance Crew
Supervisor
RECRUITMENT Dunn/Kloster—pursuant to Section 5.5.3. Promotional Examinations of the Rules of
REQUEST-PROMOTIONAL the Civil Service System
Senior Librarian
RECLASSIFICATION Dunn/Kloster—pursuant to Section 3.8. Reclassification, of the Rules of the Civil
REQUEST Service System,
Facilities Crew Supervisor and
Deputy Building Official
ADJOURNMENT Dunn/Mickey—to adjourn the meeting at 8:00 p.m.
OPEN SESSION AGENDA ITEM NO: 3
DATE: 9-25-01
APPROVED:
Page 1 of 1
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HUMAN RESOURCES
INTEROFFICE MEMORANDUM
To: Honorable Chair and Members of the Personnel Board
From: Victoria Cross, Director of Human Resources/Personnel Officer
Date: September 25, 2001
Subject: Merit Increase and/or Regular Appointment Recommendations
Pursuant to Rules 4.2.4 Merit Salary Adjustments and 5.8 Probationary Period, department head(s) have
submitted performance appraisal(s)for the following employee(s and recommend merit increase(s)and/or regular
appointment status as noted:
Range/Step
Type of Action/ Base
Name Classification Department Effective Date Monthly
A George Zendejas Police Officer Police Reg Appt 6101/2
9-13-01 $4,085.87
B Steve Seffer Water Production Supervisor Utilities Merit Inc 5225/3
8-17-01 $5631.25
CLOSED SESSION AGENDA ITEM: 4. A. & B.
DATE: 9-25-01
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HUMAN RESOURCES
INTEROFFICE MEMORANDUM
to: Honorable Chair and Members of the Personnel Board
from: Victoria Cross, Director of Human Resources
date: September 25, 2001
subject: Flexible Staffing Promotion Recommendations
Pursuant to Section 4.6 of the Civilian Association of Police Personnel Memorandum of Understanding, the
Director of Utilities Joseph Hsu has submitted performance appraisal(s) for the following employee(s) and
recommends Promotion within the Flexible Staffing Provisions.
Name From Classification To Classification Department Effective Range/Step
Date Base
Monthly
1 Estela Solano Customer Service Rep II Customer Service Rep III UTL 10-12-01 5174/4
$3,593.21
attachment: Section 14.5 Flexible Staffing Positions, IBEW MOU
CLOSED SESSION ITEM: 4. C.
DATE: 09-25-01
MEMORANDUM OF UNDERSTANDING, LOCAL 18 OF THE IBEW,AUGUST 1,2000 to July 31,2004
management,has obtained the practical knowledge of performing all facets of duties required
of the Line Mechanic.
14.4.2. If, in the event that the Apprentice Line Mechanic is not promoted within one(1)year after
attaining the fifth (5th)step, he shall be presented, in writing,the reason(s)for the denial of
the promotion,and a list of area(s)where the candidate has insufficient knowledge to achieve
the promotion.
14.5. Customer Service Representatives
14.5.1. The classification of Customer Service Representative I, II,and III,hereinafter referred to as
CSR I, II, and III, shall be incorporated into the "flexible" staffing pattern. Employee(s) in
either the CSR I or CSR II classifications shall be promoted to CSR II or CSR III
classification,respectively,(under probationary status)when the employee(s)has completed
the fifth(5th)step and in the opinion of management,has obtained the practical knowledge
of performing all facets and duties of CSR II or CSR III, respectively.
14.5.2. In the event that the CSR I or CSR II, is not promoted within one(1)year after attaining the
fifth (5th) step, he/she will be presented, in writing, the reason(s) for the denial of the
promotion, and a list of the area(s) and duty(ies) of which the candidate has insufficient
knowledge and/or experience to achieve the promotion.
14.6. Water Utility Workers and Operators
14.6.1. The classification of Water Utility Worker I/II and Water Utility Operator I/II shall be
incorporated into the"flexible"staffing pattern. Employee(s)in either the Water Utility Worker
I or Water Utility Operator I classifications shall be promoted to the respective"II"level(under
probationary status) when the employee(s) has completed the fifth (5th) step and in the
opinion of management, has obtained the practical knowledge to perform all facets and
duties of the respective"II"level.
14.6.2. In the event that the "I" level of either position is not promoted within one (1) year after
attaining the fifth (5th)step,he/she will be presented, in writing,the reason(s)for the denial
of the promotion,and a list of the area(s)and duty(ies)of which the candidate has insufficient
knowledge and/or experience to achieve the promotion.
14.7. Meter Test Series
14.7.1. The classification of Apprentice Electrical Test Technician shall be incorporated into the
"flexible"staffing pattern. Employee(s)in Apprentice Electrical Test Technician classification
shall be promoted to Electrical Test Technician classification (under probationary status)
when the employee(s)has completed the fifth(5th)step and,in the opinion of management,
has obtained the practical knowledge to perform all facets and duties of the Electrical Test
Technician.
14.7.2. If, in the event that the Apprentice Electrical Test Technician is not promoted within one(1)
year after attaining the fifth(5th)step,he shall be presented,in writing,the reason(s)for the
denial of the promotion,and a list of area(s)where the candidate has insufficient knowledge
to achieve the promotion.
15
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AGENDA ITEM
TO: Honorable Chair and Members of the Personnel Board
FROM: Victoria Cross, Director of Human Resources
DATE: May 22, 2001
SUBJECT: CLASS SPECIFICATION - BUSINESS DEVELOPMENT/PUBLIC BENEFIT PROGRAM
COORDINATOR
RECOMMENDATION
The Personnel Board recommend, pursuant to City of Azusa Civil Service Rules Section 3.3, that
the City Council adopt the updated and re-titled class specification of Business
Development/Public Benefit Program Coordinator (formerly "Business Retention/Development
Coordinator").
BACKGROUND
This civil service position is currently vacant. A review of the existing class specification prior to
recruitment for the position revealed the need to update the current description to more
accurately reflect the actual duties and education/experience required. The job duties for this
position were revised to include the Public Benefit Program for the electric utility. This program
is a key factor in successful outreach to the community and is an asset to the Utilities' success.
The Education/Experience section was revised to specifically identify Marketing,Business,and/or
Public Administration as the desired educational fields. Additionally,the certification as an Energy
Manager and experience in development and implementation of key account customer programs
are highly desirable.
The title was also revised to reflect the "development" and "public benefit program" aspect of
this position.
This position remains assigned under the Compensation and Benefits Memorandum covering
the Non-Represented Classified Positions.
Exhibits:
"A" Business Development/Public Benefit Program Coordinator Class Specification
OPEN SESSION AGENDA REM-
DATE
EM-DATE G1 - 8K -01
EXHIBIT A \,,
Date Adopted:
CITY OF AZUSA
BUSINESS DEVELOPMENT/PUBLIC BENEFIT PROGRAM COORDINATOR
DEFINITION
Under general direction, performs a variety of professional, technical and administrative duties related to
business development activities;works to provide guidance and support to new and existing electric utility
customers in establishing and/or expanding business service in Azusa; Develops, tracks, and implements
electric Public Benefit programs and represents the Utility at industry meetings; performs related duties as
assigned.
CLASS CHARACTERISTICS
This single position class reports directly to the Assistant Director of Customer Care and Solutions and is
responsible for attracting, retaining and expanding businesses in the City of Azusa and developing,tracking
and implementing electric Public Benefit programs. The incumbent may provide direct and/or indirect
supervision of subordinate employees.
ESSENTIAL FUNCTIONS
Duties may include, but are not limited to the following:
Works with existing and new business customers to assist in locating and/or expanding in Azusa;facilitates
and responds to inquiries regarding rates,services, billing, etc,to ensure a smooth transition into the Azusa
business community; negotiates utility contracts with business customers as needed.
In conjunction with Light and Water staff,formulates strategies and working protocols to represent the City's
best economic interest.
Represents the City of Azusa at a variety of industry trade shows and conventions to promote the City;
researches businesses to ensure a thorough understanding of their products and organizational culture;
develops strategies based on research findings.
Develops innovative marketing strategies and communication tools to reach a variety of different markets
in the "Promotion" of Azusa as the best business location opportunity; meets with existing business
customers on service and expansion issues.
Establishes a regular forum for Azusa Light and Water customers, and maintains on-going contacts with
existing businesses and customers in Azusa to understand their utility needs; makes recommendations to
the City Council and/or City management if special attention is required for electric customers as needed.
Plans and organizes community informational meetings and activities to promote Light and Water.
Develops, implements and monitors Public Benefits Programs and modifies as needed.
Coordinates with other municipal utilities to create innovative Public Benefit program opportunities and to
collectively search for and apply for additional government program funds.
Attends City Council, Chamber of Commerce and/or public meetings and functions as assigned.
Effectively coordinates and monitors various projects and assists in management of such projects.
Page 1 of 2
Business Development/Public Benefit Program Coordinator
Class Specification
MARGINAL FUNCTIONS
These are position functions which may be changed, deleted or reassigned to accommodate an individual
with a disability.
QUALIFICATIONS GUIDELINES
Education and/or Experience
Any combination of education and/or experience that has provided the knowledge, skills and abilities
necessary for satisfactory job performance. Example combinations include a bachelor's degree from
an accredited college/university in marketing, business administration, public administration or closely
related field and three (3) years of progressively responsible experience in the electric utility industry,
marketing, and/or related field. Experience including developing and implementing a key account
customer program and residential conservation program is highly desirable. Certification as an Energy
Manager is highly desirable.
Knowledge, Skills and Abilities
Considerable knowledge of electric utility industry; issues of the commercial and industrial electric utility
customer; elements of corporate location and expansion decisions; successful sales and marketing
techniques;negotiation techniques, methods and project management; knowledge of the principles and
practices of supervision; project management concepts; and word processing computer programs and
spreadsheets.
Ability to communicate clearly and concisely, both orally and in writing; research and prepare reports
on a variety of subjects; research and develop a public benefit program; implement and monitor
programs; establish and maintain effective relationships with the community, businesses and City staff
and other utilities; plan, direct, and coordinate a variety of business retention/development programs;
assist in selecting,training,supervising and evaluating staff;respond to public inquiries,complaints and
requests from the business community in a tactful and effective manner; operate a variety of office
equipment such as computer terminal and utilize a variety of software programs; develop effective
resolutions in the areas of rates, billing, land use planning and other related areas; 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; act as an effective conduit between Azusa Light and Water, other City Departments and
existing/potential business customers;deal constructively with conflict and develop effective resolutions;
deal diplomatically and professionally with a wide variety of individuals including corporate management;
make presentations and develop marketing materials; ability to meet deadlines; meet the physical
requirements established by the City; and perform related duties as required.
Special Requirements
Possession of or ability to obtain a valid Class C California driver's license and maintain a satisfactory
driving record.
Page 2 of 2
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ZUS •
AGENDA ITEM
MEMORANDUM
TO: Honorable Chair and Members of the Personnel Board
FROM: Joseph Hsu, Director of Utilities
VIA: Victoria Cross, Director of Human Resources
DATE: September 26, 2001
SUBJECT: REQUEST FOR RECRUITMENT - BUSINESS DEVELOPMENT/PUBLIC BENEFIT
PROGRAM COORDINATOR
The above listed position is currently vacant and critical to the operations of Azusa Light and
Water. This position is primarily responsible for promoting and monitoring the Public Benefit
Program for the electric utility. This position works to provide guidance and support to new and
existing electric utility customers in establishing and expanding business service in Azusa.
An open recruitment process is requested to fill this vacancy as soon as possible with the most
qualified candidate identified through a testing process.
OPEN SESSION AGENDA ITEM
DATE
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AGENDA ITEM
TO: Honorable Chair and Members of the Personnel Board
FROM: Marcie Medina, Director of Finance
VIA: Victoria Cross, Director of Human Resources
DATE: September 25, 2001
SUBJECT: REQUEST FOR RECRUITMENT - OFFICE SPECIALIST II
The Finance Department has the need to fill the position of Office Specialist II. The position will
handle clerical processing related to the Finance Department. Additionally,this classification may
be utilized citywide, as it is a multi-position classification.
With this in mind, it is requested that the recruitment process for the immediate vacancy of
Office Specialist in the Finance Department be a PROMOTIONAL recruitment. A promotional
process would allow movement within Azusa's team and the existing internal candidate pool is
well qualified for this opportunity.
OPEN LESS1ON AGENDAITEM..5 C' „-
DATE
DATE "a5'0
AZUSA-
HUMAN RESOURCES
INTEROFFICE MEMORANDUM
To: Honorable Chair and Members of the Personnel Board
From: Victoria Cross, Director of Human Resources/Personnel Officer
Date: July 24, 2001
Subject: Merit Increase and/or Regular Appointment Recommendations
Pursuant to Rules 4.2.4 Merit Salary Adjustments and 5.8 Probationary Period, department head(s)have
submitted performance appraisal(s)for the following employee(s and recommend merit increase(s)and/or regular
appointment status as noted:
Range/Step
Type of Action/ Base
Name Classification Department Effective Date Monthly
1 Chet Anderson Assistant Director of Water Utilities Reg Appt. 3557/3
Operations 3-11-01 $7,473.85
2 Ana Cristina Gomez- Computer Operator Police Merit Inc 4174/3
Morales 3-8-01 $3,278.72
3 Robin Hart Customer Service Representative I Utilities Merit Inc 5154/3
7/24/01 $2,827.54
4 Joan Knowlton Customer Service Representative I Utilities Merit Inc 5154/3
7/10/01 $2,827.54
5 Jaime Prado Geographic Information Systems Information Reg Appt/Merit Inc 4181/2
Technician Services 7/24/01 $3,323.90
CLOSED SESSION AGENDA ITEM: 4. A.
DATE: 7-24-01
RECRUITMENT PROGRESS REPORT
0/C CLASSIFICATION TYPE OPEN CLOSE ADVERTISING* #Apps #AcceptI WRITTEN Part-W Pass-W 1 PERFMNCE PHYS AGL Part-Pass- ORAL INTRV Part-OB EL List
10 0 Police Dispatcher-2nd testing Cont 11-1-00 2-15-01/Continuous Tribune,* 62 i
11 0 Police Officer-Lateral Cont 9-18-00 2-15-01/Continuous Tribune,PORAC,* 6 6 ! 1 0
12 0 Police Officer Trainee-Academy Cont 9-18-00 Continuous ** 12 6
13 0 Administrative Secretary-L&W Open 6-17-01 7-9-2001 *,Trib 50 4-background 6 4
14 0 Assistant Director of Parks Open 7-9-01 0
15 0 Police Administrative Services Manager Open 6-17-01 7-26-01 7
16 0 Police Administrative Technician Open 6-17-01 7-2-2001 *,Trib 45 25
17 0 Crossing Guard PT-cont 11-9-00 Continuous * 0 '
18 0 Human Resources/Risk Management Analyst Open 7-9-01 8-9-01 *,JA,SCPMA 2
19 0 Community Improvement Inspector Open 7-2-01 7-26-01 *,Trib 5
20 P Sergant-PD still having mtgs Prom o
0 Associate Planner Open 0
^23 * All announcements sent via:City e-mail; posted throughout the City;City Website;24-hour jobline;and U.S.M 0
24 **Rio Hondo College,Fullerton,Orange County Sheriffs Dept.,&Golden West I 0
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July .2001