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HomeMy WebLinkAboutAgenda Packet - July 27, 2004 - PB -- ? 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 Cathy Hanson, Extension 5183, to make inquiry concerning the nature of the item described on the agenda. DATE: July 27, 2004 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 0 Jake Bushey, Chair 0 Frank Allen, Vice Chair 0 Lee Ann Mickey 0 Joseph Guarrera ['Leslie Dierking Others Present 0 Cathy Hanson, Director of Human Resources/Personnel Officer 0 Joseph Hsu, Director of Utilities, Others 3. APPROVAL OF MINUTES: July 13, 2004 4. CLOSED SESSION: A. Public Employee Performance Evaluation (Pursuant to Cal.Gov.Code, '54957): Title: Administrative Technician B. Public Employee Performance Evaluation (Pursuant to Cal.Gov.Code,'54957): Title: Director of Recreation and Family Services C. Public Employee Performance Evaluation (Pursuant 10 Cal.Gov.Code,'54957): Title: Meter Reader D. Public Employee Performance Evaluation (Pursuant to Cal.Gov.Code,'54957): Title: Police Officer E. Public Employee Performance Evaluation (Pursuant to Cal.Gov.Code,'54957): Title: Information Technology Analyst F. Public Employee Performance Evaluation: Flexible Staffing Promotion (Pursuant to Cal. Gov. Code, '54957): Title: Water Production Operator II G. Public Employee Performance Evaluation: Flexible Staffing Promotion (Pursuant to Cal. Gov. Code, `54957): Title: Water Production Operator III H. Public Employee Performance Evaluation: Flexible Staffing Promotion (Pursuant to Cal. Gov. Code, `54957): Title: Water Production Operator Ill I. Public Employee Performance Evaluation: Flexible Staffing Promotioi (Pursuant to Cal. Gov. Code, `54957): Title: Water Production Operator 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)-CUSTOMER CARE OPERATION SUPERVISOR B. Recruitment Request: CLOSED PROMOTIONAL Competitive (pursuant to Section 5.5.3 Promotional Examinations of the Rules of the Civil Service System) - ELECTRIC CREW SUPERVISOR • C. Recruitment Request: OPEN Competitive (pursuant to Section 5.5.2 Open Competitive Examinations of the Rules of the Civil Service System) - ACCOUNT SPECIALIST I - JOB SHARE- BUSINESS LICENSE D. Recruitment Request: OPEN Competitive (pursuant to Section 5.5.2 Open Competitive Examinations of the Rules of the Civil Service System)- LINE MECHANIC E. Recruitment Request: OPEN Competitive (pursuant to Section 5.5.2 Open Competitive Examinations of the Rules of the Civil Service System) - CUSTOMER CARE OPERATION SUPERVISOR G. Personnel Action Report- Informational H. Recruitment Progress Report- Informational I. PUBLIC COMMENT:Person/group will be limited to five (5) minute maximumtime to orally present their purpose. J. COMMENTS,UPDATES AND/OR REPORTS:PERSONNEL BOARD MEMBERS AND/OR STAFF. K. ADJOURNMENT AZUSA CITY OF AZUSA MINUTES OF THE PERSONNEL BOARD July 13, 2004 A regular meeting of the Personnel Board was called to order at 7:12 p.m. in the West Wing Conference Room by Jake Bushey, Chair. ATTENDANCE Personnel Board Members: Jake Bushey (Chair), Frank Allen (Vice Chair), Lee Ann Mickey, Leslie Dierking, Staff Liaison: Cathy Hanson, Director of Human Resources ABSENCE Mickey/Dierking-to excuse Joseph Guarrera APPROVAL OF MINUTES Dierking/Mickey-to approve the minutes. June 8, 2004 Merit Increases, Regular Allen/Dierking -to recommend approval of merit increases, regular appointment and/or appointment and/or flexible staffing promotional appointments for the following employees. Pursuant to the Flexible Staffing Promotion Performance Appraisal Procedures, Board members further directed the Personnel Officer to Appointment request that Director of Utilities attend next meeting to further clarify justification of 2 step Recommendations increase for Item 4.B. 4.a. Merit Increase and/or Regular Appointment Recommendations Name Class Dept Action/Effective Range/Step Date Base Monthly Joyce Adams Customer Service Representative I UTL Merit Inc. 5154/5 6-10-04 $3,318.18 Randy Noriega Director of Parks Planning& ADM Merit Inc. 3427/5 Development 3-3-04 $6,964.44 4.b. Recuest for additional information: Name Class Dept. Steve Yang Administrative Technician Utilities ADJOURNMENT Allen/Leslie-to adjourn the meeting at 7:21 p.m. OPEN SESSION AGENDA ITEM NO: 3 DATE APPROVED: 7-27-2004 Page 1 of 2 4 r � x 1F lAZUSA HUMAN RESOURCES INTEROFFICE MEMORANDUM To: Honorable Chair and Members of the Personnel Board From: Cathy Hanson, Director of Human Resources Date: July 27, 2004 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 statts as noted: Range/Step Type of Action/ Base Name Classification Dept Effective Date Monthly A Jorge Arias Police Officer Police Merit Inc 6101/3 7-6-04 $4,720.59 B Joseph Jacobs Director of Recreation &Family Srvs RFS Merit Inc 2510/5 4-22-04 $8,177.35 C Sean Smith Meter Reader Utilities Reg Appt/Merit Inc 5179/2 7-6-04 $3,663.83 DSteven Yang Administrative Technician Utilities Merit Inc 4169/5 6-16-04 $3,782.72 E Cristina Morales Information Technology Analyst Utilities Merit Inc 4188/4 4-7-04 $4,355.68 CLOSED SESSION AGENDA ITEM: 4.A - E DATE: 7-27-04 i 9,Awu‘ tAZUSA TO: Honorable Chair and Members of the Personnel Board FROM: Cathy Hanson, Director of Human Resources DATE: July 27, 2004 SUBJECT: Flexible Staffing Promotion Recommendations Pursuant to the rules of the Civil Service System the Director of Utilities Joseph Hsu has submitted performance ap-)raisal(s) for the following employee(s)and recommends Promotion within the Flexible Staffing Provisions. Name From Classification To Classification Dept Effective Range/Step Date Base Monthly F Edward Cazares Water Production Operator I Water Production Operator II UTL 7-7-04 5$418562/0536 520.36 G Michael Criswell Water Production Operator II Water Production Operator III UTL 7-7-04 5193/5 $4,899.00 H Carlos Solis Water Production Operator II Water Production Operator III UTL 7-7-04 5193/5 $4,899.00 I John Szabo Water Production Operator II Water Production Operator Ill UTL 7-7-04 5193/5 $4,899.00 CLOSED SESSION ITEM: 4. DATE: 7-27-04 July 7, 2004 TO: Cathy Hanson, Director of Human Resources FROM: Karen Vanca, Azusa Light & Water ` Assistant Director Customer Care & Solutions SUBJECT: Request For Approval Of Class Specification Changes For Customer Care Operations Supervisor Position Due to the retirement on July 29, 2004, of Customer Care Operations Supervisor Sallie Acero, we are requesting her vacated position be filled. We request changes to the Education and/or Experience section of the Class Specification (see attachment with changes indicated) in order to attract the most highly qualified candidates with specific utility experience and education. Pleaseresent the changes to the Personnel Board and Council on our P behalf. Attachment cc: J. Hsu, Director of Utilities :x DEPT. . . 7 ,''., - ( , { OPEN SESSON AGENDA ITts. DATE • 2^)- Oq- Date Revised: 07/06/04 Range: 5203 CITY OF AZUSA CUSTOMER CARE OPERATIONS SUPERVISOR DEFINITION Under administrative direction , plans, directs, and supervises, customer care services operations including financial record keeping and reporting, computerized billing, collection, call center and; develops and implements billing procedures and work systems for the Customer Care Customer Services Division; acts as general administrative assistant to the Assistant Director of Customer Care and Solutions; performs related duties as required. CLASS CHARACTERISTICS This single position class reports directly to the Assistant Director of Customer Care and Solutions and the incumbent is responsible for supervising the Customer Care Services Division. ESSENTIAL FUNCTIONS Plans, directs, and supervises, computerized billing, maintenance of customer records, utility call center, financial record keeping and reporting activities of the Customer Care Services Operations. Supervises Customer Service Representatives performing the billing processes in the preparation of electric, water, and special billings; and supervises control systems between Customer Care Services Division and Finance Department; recommends appropriate accounting and record processing. Supervises and prepares a variety of financial reports consisting of the month end billing related reports and operational statistics. Supervises the Customer Service Representatives responsible for handling: changes in Light and Water rates, preparation of bank deposits, processing of payments, shut-offs for delinquent accounts, preparation of payroll, maintenance of reading routes, reviewing of reads for potential errors or damaged meters, writing work orders for field checks on possible problem readings/accounts. Confers with supervisors and managers regarding policies and problems of commercial activities; provides assistance to the public and resolves the most difficult costumer service complaints in a tactful and appropriate manner. Assists in the selection of Customer Care Services Operations staff; directly supervising, training, scheduling and assisting the work of divisional staff. Develops and establishes work methods and standards; conducts or directs staff training and development; reviews and evaluates employee performance; initiates appropriate disciplinary actions. Oversees and directs Customer Service Representatives processing mail payments, closed bill refunds, write-off accounts for turnover to collection. Page 1 of 2 • Class Specification Customer Care Operations Supervisor QUALIFICATION 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. - - . . : : . - ' - - An Associate of Arts Degree is required and a Bachelor's Degree from an accredited college/university in Public or Business Administration,Accounting,or closely related field is desirable. , A minimum ofthree (3) years of utility supervisory experience is required. - - ' - -- '. - - - - a-related-field, Knowledge and Skill Levels Thorough knowledge of municipal billing&collection process, practices, and systems;reporting requirements pertaining to municipal billing &collections; data processing and computerized billing and record keeping techniques;principles and practices of municipal budgeting, and office administration; principles and practices of supervision; 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 personnel of various departments and the general public; plan, direct, and coordinate customer services, collections, cashiering and billing activities and manage a division of the Utility Department; select, train, supervise and evaluate staff; represent the City in a variety of meetings during and after normal working hours; make decisions regarding operational and personnel functions;operate programs within allocated amounts; respond to emergency and problem situations in an effective manner; understand, explain and apply policies and procedures;analyze customer service situations and resolve them through application of management principles and practices; analyze and prepare schedules, reports and statements related to utility billings; deal constructively with conflict and develop effective resolutions; oversee staff to determine that they accurately count, record and balance cash transactions; assist development of new policies impacting department operations/procedures; design and install new and improved accounting and record keeping systems; perform other related duties as required. 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. Page 2 of 2 • c:44:**,,,,,, i--- .k.,k,..,_ a SAZUS' AGENDA ITEM TO: Honorable Chair and Members of the Personnel Board FROM: David M. Ramirez, Assistant Director of Electric Operations VIA: Cathy Hanson, Director of Human Resources DATE: July 22, 2004 SUBJECT: REQUEST FOR PROMOTIONAL RECRUITMENT- ELECTRIC CREW SUPERVISOR This memorandum is to request a promotional recruitment process for the position of Electric Crew Supervisor in the Azusa Light and Water Department. The current vacancy is in the Electric Division and will provide a promotional opportunity for existing Azusa staff. The candidate pool is strong and therefore the request is for an internal "promotional' recruitment process. OPEN SESSION AGENDA ITEM________ DATE "7 - a----1 -_ '__ Att ✓i „�.,. fiw � � �.,_,u, ,«'�.��.�...: '.,-F .�z�- .;cam,--y ,__ n�, �' '�``,..., USg. AGENDA ITEM TO: Honorable Chair and Members of the Personnel Board FROM: Larry Onaga, Assistant Director of Community Developmen VIA: Cathy Hanson, Director of Human Resources DATE: July 27, 2004 SUBJECT: REQUEST FOR OPEN RECRUITMENT-Account Specialist I/II (Job Share Position) The Community Development Department has the need to fill the position of Account Specialist I/II, which has been vacant since November 6, 2004 within the Business License Division. This budgeted position will provide afternoon coverage for business licensing and customer service to our community. It is requested that the recruitment process for the Account Specialist I/II position be an OPEN recruitment. OPEN SESSION AGENDA ITE9S DATE 7 27 1 0 :,...4 . , ,... .... MEMO - AZUSA CITY LIBRARY Date: June 21, 2004 To: Robert Person, Interim City Manager From: Albert Tovar, Library Director RE: RECRUITMENT REQUEST Attached is a Request for Recruitment form for a vacancy that will be created by Mary Ortiz effective July 31, 2004. (Library Assistant III, Circulation Supervisor). I want to be sure to get a jump-start on the selection process, as she will be retiring in conjunction with a golden handshake offer along with another one of my full-time staff members. I expect to be very short-staffed and I want to minimize the time as much as possible. I have attached a copy of Ma rti ' resignation letter as HR cannot begin the recruitment process un ess we have an official document. Mary informs me that she will be retiring on July 31st, regardless of the outcome of the golden handshake offer. Thank you. Later, Albert. Lilt, /11,l a C: Julie Gutierrez, Appointed City Manager, City of Azusa Cathy Hanson, Director, Human Resources, City of Azusa Azusa City Library,729 N. Dalton Avenue,Azusa,CA 91702 Telephone: (626)812-5232, Main Number Telephone: (626)812-5277, Library Director OPEN SESSION AGENDA ITEM. DATE..._ . ... _�:1_ '444,4 ry ...y.. AGENDA ITEM TO: Honorable Chair and Members of the Personnel Board FROM: David M. Ramirez, Assistant Director of Electric Operations VIA: Cathy Hanson, Director of Human Resources DATE: July 22, 2004 SUBJECT: REQUEST FOR OPEN RECRUITMENT- LINE MECHANIC This memorandum is to request an open recruitment process for the position of Line Mechanic in the Azusa Light and Water Department. The current vacancy is in the Electric Division. There are no available apprentice lineman who qualify for this position, therefore the request is for an open recruitment process. OPEN SESSION AGENDA ITEfe, DATE - `2..1 - o4 • ij �i{{ tl PERSONNEL ACTION REPORT NEW HIRE/SEPARATION/RETIREMENT NAME DEPT PROB* HIRE' SEPARATION REG* DATE DATE Edic Alaverdian Building Inspector CD PROB 6-21-04 Vincent Johnson Building Inspector CD 9-30-96 7-16-04 Randall Phillips Police Officer- Corporal PD 7-7-80 7-14-04 Linda Rocha Administrative Secretary CD 9-3-80 7-12-04 PROMOTION/FLEX PROMOTION/DEMOTION/TRANSFER NAME CLASSIFICATION FROM/TO DEPT PROB* REG* None to Report *PROB. =Probationary Status *REG =Regular Appointment CC =City Clerk CD =Community Development CS =Community Services FN =Finance HR =Human Resources LB =Library PD =Police PW =Public Works RD =Redevelopment UTL =Utilities OPEN SESSION AGENDA ITEM: 5.G. DATE: 7-27-04 RECRUITMENT PROGRESS REPORT , M W NO, CLASSIFCATION TYPE OPEN CLOSE CURRENT STATUS #Apps #Accept Written/ Part-W Pass-W Pass-P Oral Part- EL Lig Practical Interview OB ,f 1 Water Distribution Worker I Prom 5/16/04 5/27/04 E-mail, Post 8 5 5 5 3 na 7/8/04 3 3 (420 2 Water Distribution Supervisor Open 5/16/04 6/10/04 Trib Ad-5/16/04 1 1 4 v) 3 Police Dispatcher - Lateral Open 5/16/04 Cont. Trib Ad-5/16/04 8 1111 wI-- ) Police Officer- Lateral Open 5/16/04 Cont. Trib Ad-5/16/04 3 CL o 5 Police Officer Trainee Open 5/16/04 5/27/04 Trib Ad-5/16/04 48 6 Police Officer Academy Open 5/16/04 Cont Trib Ad-5/16/04 13 I7 Library Assistant Ill Open Pending 8 Customer Care Operations Open Pending Supervisor 9 Electric Crew Supervisor Prom Pending 10 Line Mechanic Open Pending 11 Account Specialist I/Il (Job Share) Open Pending ) **Rio Hondo College, Fullerton, Orange County Sheriff's Dept., &Golden West. 24-hour jobline; and U.S. Mail 250 agencies. All announcements sent via: City e-mail; posted throughout the City; City Website. July 27, 2004 b 1