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HomeMy WebLinkAboutC-1 Staff Report - Council HR Action ItemsCONSENT ITEM C-1 TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL VIA: SERGIO GONZALEZ, CITY MANAGER FROM: TALIKA M. JOHNSON, DIRECTOR OF ADMINISTRATIVE SERVICES DATE: DECEMBER 19, 2022 SUBJECT: HUMAN RESOURCES ACTION ITEMS BACKGROUND: The recommended action approves Personnel Action Requests reviewed and recommended by the Personnel Board. RECOMMENDATION: Staff recommends the City Council take the following action: 1)Approve the following Personnel Action Requests in accordance with the City of Azusa Civil Service Rules and applicable Memorandum of Understandings. ANALYSIS: The Personnel Board reviewed the following recommendations of City Staff and approved the following actions in accordance with the City of Azusa Civil Service Rules: A.NEW APPOINTMENTS – The following appointments have been requested by the appropriate Department Head pursuant to the Rules of the Civil Service System, Section 5.7.5 Appointment: B.MERIT INCREASES AND/OR REGULAR APPOINTMENTS: DEPARTMENT NAME CLASSIFICATION EFFECTIVE DATE RANGE/STEP BASE MO. Administrative Services Megan Zepeda Senior Payroll Specialist 12/26/2022 4179/02 $5,384.09 Administrative Services Fayme Chow Accountant TBD – Pending Background 4189/01 $5,373.00 DEPT NAME CLASSIFICATION TYPE OF ACTION / EFFECTIVE DATE RANGE/STEP BASE MO. A Utilities Daniel Smith Utilities Admin & Finance Services Manager Merit Increase 10/20/2022 3213/04 $10,371.39 B Administrative Services Bianca Munoz Human Resources Specialist II Merit Increase 12/26/2022 4179/05 $6,232.76 APPROVED SPECIAL CITY COUNCIL 12/19/2022 Human Resources Action Items December 19, 2022 Page 2 C. NEW CLASS SPECIFICATION – The following job specification has been reviewed and approved by the respective bargaining unit and is being proposed in order to meet business needs of the Departments: CLASSIFICATION BARGAINING GROUP RANGE STEP 1 BASE MO. STEP 5 BASE MO. Principal Accountant ACEA NEW $6,960.07 $8,460.01 D. RECLASSIFICATION – The following reclassification is requested by the respective Department Head and is being made in accordance with the City of Azusa Rules of the Civil Service System, Section 3.8. Reclassification. DEPARTMENT NAME CLASSIFICATION FROM/TO EFFECTIVE DATE RANGE/STEP BASE MO. SALARY Administrative Services Henry Quintero From: Senior Accountant To: Principal Accountant 07/01/2021 From: 4211/05 $8,057.15 To: New/05 $8,460.01 E. PROMOTIONS – The following promotional appointments have been requested by the appropriate Department Heads pursuant to the Rules of the Civil Service System, Section 12.2 Promotion: FISCAL IMPACT: All proposed changes were approved with the FY 2022/23. Adopted Budget and/or are able to be absorbed with anticipated salary savings. Prepared by: Reviewed and Approved: Bianca Muñoz Shivali Mohan Human Resources Specialist II Human Resources Manager Reviewed and Approved: Reviewed and Approved: Talika M. Johnson Sergio Gonzalez Director of Administrative Services City Manager Attachments: 1. Classification Specification – Principal Accountant DEPARTMENT NAME CLASSIFICATION EFFECTIVE DATE RANGE/STEP BASE MO. Administrative Services Merci Rodriguez From: Senior Payroll Specialist To: Payroll Supervisor 12/25/2022 4211/04 $7,673.48 Utilities Melissa Barbosa From: Senior Water System Engineer To: Assistant General Manager – Water Operations 12/25/2022 3558/01 $11,942.84 Page 1 of 2 Adopted: Range: CITY OF AZUSA SENIOR PRINCIPAL ACCOUNTANT DEFINITION Under limited supervision, performs a variety of advanced level and professional accounting functions related to the assigned area of responsibility; functional areas of expertise include, but are not limited to compliance review, budgeting, grant accounting, cost accounting and fiscal analysis reporting duties; may provide direct or lead supervision to lower level professional, technical or clerical staff in absence of the Finance Director; and performs related duties as required.supervises the recording and reporting of financial transactions and budgeting control for assigned funds and City Departments; reviews accounts payable, payroll and other fiscal records; 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 is the advanced journey level class in the professional accounting series and is distinguished from lower level professional accounting classes by supervision of the recording and reporting of financial transactions and budgeting control and by the performance of the more difficult and complex assignments. ESSENTIAL FUNCTIONS These functions may not be present in all positions in this class. When a position is to be filled, the essential functions will be noted in the announcement of position availability. Supervises the posting, balancing and reconciliation of the general ledger and subsidiary accounts; prepares or directs the preparation of related journal entries, account reconciliations, related schedules, and reports. Assist in the planning, preparation, development, and control of the City’s accounting systems, and preparation of financial reports and statements. Prepares work papers, financial statements and various reports for audits by Federal, State and other outside agencies as well as for internal accounting; assists in annual budget preparation; performs comprehensive financial activity studies as assigned. Maintains the chart of accounts; provides liaison to City departments regarding the status of accounts and related matters; reviews expenditures and encumbrances for accuracy and conformance to budget; provides analysis of available funds at management request; prepares fund balance projections and reviews with operating departments. Monitors and reports on the status of State and Federal grants including administration of the CDBG program; reviews and audits grant contracts and other documents to ensure grant compliance. Assist in the management of the City’s and Successor Agency’s debt ensuring timely payment of payments, compliance with disclosure reporting requirements and arbitrage reporting and payment; assist with issuance of new debt and/or refunding of existing debt. Participate in financial record keeping and reporting for the Successor Agency. Assists or supervises personnel that assist departments with budget activity, proper expenditure coding, document preparation, and other accounting related activities. Formatted: Right Formatted: Font: Bold, Underline Page 2 of 2 Participates in the development of department goals, objectives, policies, and procedures; recommends and implements changes in accounting systems and procedures. Advises personnel that assist departments with budget activity, proper expenditure coding, document preparation, and other accounting related activities. Supervises Provides supervisory support as assigned staff and provides technical guidance to lower-level professional accounting and clerical staff in functions that include accounts receivable, payable, and payroll; provides input assists in the preparation of performance evaluations. Monitors and interprets City municipal bonds to ensure compliance and to maintain responsibility to the bond holders. MARGINAL FUNCTIONS These are position functions which may be changed, deleted or reassigned to accommodate an individual with a disability. Class Specification Senior Accountant 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 graduation from an accredited four-year college or university, or equivalent, in accounting or a related field and fourthree years of municipal or closely related professional accounting experience, which included some supervisory experience, and experience with automated accounting systems. Knowledge, Skills and Abilities Thorough knowledge of municipal accounting methods and procedures related to the preparation and maintenance of accounts payable, fixed assets, and payroll; principles of accounting and auditing. Considerable knowledge of computerized accounting systems; governmental accounting and reporting requirements; municipal budget preparation and control; methods and techniques of supervision. Ability to communicate clearly and concisely, both orally and in writing; research and prepare complex financial/accounting reports; examine and verify financial documents and reports; prepare a variety of financial statements and analysis; select, train, supervise and evaluate employees; represent the City in a variety of meetings; establish and maintain cooperative working relationships; understand, explain and apply policies and procedures; analyze unusual situations and resolve them through application of management principles and practices; develop new policies impacting department operations/procedures; interpret financial statements and cost accounting reports; use a calculator; perform mathematical computations; operate a computer and utilize a variety of software; perform an/or direct the accurate accounting of automated accounts payable, payroll, and general budget activity. SPECIAL REQUIREMENTS Physical, Mental, Environmental Conditions Environmental Conditions Work is performed primarily in a standard office setting; incumbents may be required to work extended hours Formatted: Different first page header Formatted: Indent: First line: 0", Tab stops: Not at 0.25" Formatted: Tab stops: Not at 0.25" Formatted: Indent: Left: 0", Tab stops: Not at 0.25" Formatted: Tab stops: Not at 0.25" Formatted: Indent: First line: 0", Tab stops: Not at 0.25" Formatted: Tab stops: Not at 0.25" Formatted: Indent: Left: 0", Tab stops: Not at 0.25" Formatted: Indent: Left: 0" Formatted: Underline Formatted: Indent: Left: 0" Class Specification Principal Accountant Page 3 of 2 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. Formatted: Underline Page 1 of 2 Adopted: Range: CITY OF AZUSA PRINCIPAL ACCOUNTANT DEFINITION Under limited supervision, performs a variety of advanced level and professional accounting functions related to the assigned area of responsibility; functional areas of expertise include, but are not limited to compliance review, budgeting, grant accounting, cost accounting and fiscal analysis reporting duties; may provide direct or lead supervision to lower level professional, technical or clerical staff in absence of the Finance Director; and performs related duties as required. ESSENTIAL FUNCTIONS Supervises the posting, balancing and reconciliation of the general ledger and subsidiary accounts; prepares or directs the preparation of related journal entries, account reconciliations, related schedules, and reports. Assist in the planning, preparation, development, and control of the City’s accounting systems, and preparation of financial reports and statements. Prepares work papers, financial statements and various reports for audits by Federal, State and other outside agencies as well as for internal accounting; assists in annual budget preparation; performs comprehensive financial activity studies as assigned. Maintains the chart of accounts; provides liaison to City departments regarding the status of accounts and related matters; reviews expenditures and encumbrances for accuracy and conformance to budget; provides analysis of available funds at management request; prepares fund balance projections and reviews with operating departments. Monitors and reports on the status of State and Federal grants including administration of the CDBG program; reviews and audits grant contracts and other documents to ensure grant compliance. Assist in the management of the City’s and Successor Agency’s debt ensuring timely payment of payments, compliance with disclosure reporting requirements and arbitrage reporting and payment; assist with issuance of new debt and/or refunding of existing debt. Participate in financial record keeping and reporting for the Successor Agency. Participates in the development of department goals, objectives, policies, and procedures; recommends and implements changes in accounting systems and procedures. Advises personnel that assist departments with budget activity, proper expenditure coding, document preparation, and other accounting related activities. Provides supervisory support as assigned and provides technical guidance to lower-level professional accounting and clerical staff in functions that include accounts receivable, payable, and payroll; provides input in the preparation of performance evaluations. Monitors and interprets City municipal bonds to ensure compliance and to maintain responsibility to the bond holders. MARGINAL FUNCTIONS These are position functions which may be changed, deleted or reassigned to accommodate an individual with a disability. Class Specification Principal Accountant Page 2 of 2 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 graduation from an accredited four-year college or university, or equivalent, in accounting or a related field and four years of municipal or closely related professional accounting experience, which included some supervisory experience, and experience with automated accounting systems. Knowledge, Skills and Abilities Thorough knowledge of municipal accounting methods and procedures related to the preparation and maintenance of accounts payable, fixed assets, and payroll; principles of accounting and auditing. Considerable knowledge of computerized accounting systems; governmental accounting and reporting requirements; municipal budget preparation and control; methods and techniques of supervision. Ability to communicate clearly and concisely, both orally and in writing; research and prepare complex financial/accounting reports; examine and verify financial documents and reports; prepare a variety of financial statements and analysis; select, train, supervise and evaluate employees; represent the City in a variety of meetings; establish and maintain cooperative working relationships; understand, explain and apply policies and procedures; analyze unusual situations and resolve them through application of management principles and practices; develop new policies impacting department operations/procedures; interpret financial statements and cost accounting reports; use a calculator; perform mathematical computations; operate a computer and utilize a variety of software; perform an/or direct the accurate accounting of automated accounts payable, payroll, and general budget activity. SPECIAL REQUIREMENTS Physical, Mental, Environmental Conditions 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.