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HomeMy WebLinkAboutAgenda Report - January 15, 1997 (62)v ' CITY OF LODI COUNCIL COMMUNICATION AGENDA TITLE: Reorganization of Electric Utility MEETING DATE: January 15, 1997 SUBMITTED BY: Human Resources Director RECOMMENDED ACTION: To approve the reorganization of the Electric Utility. BACKGROUND INFORMATION: Due to deregulation of the electric utility industry, the City of Lodi Electric Utility is being placed into a competitive world for providing energy services. This world requires a number of changes in order to maintain a vibrant, vital and competitive position. The current circumstances regarding energy generation facilities, the accompanying debt, and customer segmentation present a particular challenge to the utility and its ability to maintain a competitive edge. A transition from the present to a new way of doing business is required. There will be impacts on the financial, personnel, procurement, legal assistance and management information systems of the Utility. To prepare for these impacts and the challenges it faces, the Utility is developing a strategic plan. Essential to this plan is for the Utility to reorganize, and to be staffed with the highest qualified personnel. The reorganization involves the establishment of 3 new positions and the reclassification of 3 existing positions. It is recommended to approve these actions as follows: New classifications: 1. Class specification and salary range for Construction/ Maintenance Supervisor: Step A B C D E $ 4254.38 $4467.10 $ 4690.47 $ 4924.95 $ 5171.22 This classification will be in the IBEW benefit group. APPROVED: H. axon nn --ity Manager 2. Class specification and salary range for Electric Utility Management Administrator: Step A B C D E $ 3032.17 $ 3183.79 $ 3342.96 $ 3510.12 $ 3685.64 This classification will be in the Mid -Management benefit group. 3. Class specification and salary range for Manager, Business Planning and Marketing: Step A B C D E $ 5500.17 $ 5775.19 $ 6063.92 $ 6367.13 $ 6685.48 This classification will be in the Mid -Management benefit group. Reclassifications: 4. The reclassification of Electrical Engineer to Manager, Electric Services with the following salary range: Step A B C D E $ 5500.17 $ 5775.19 $ 6063.92 $ 6367.13 $ 6685.48 This position will remain in the Mid -Management benefit group. 5. The reclassification of Assistant Electric Utility Director to Manager, Engineering and Operations, with the following salary range: Step A B C D E $ 5500.17 $ 5775.19 $ 6063.92 $ 6367.13 $ 6685.48 This position will remain in the Mid -Management benefit group. 6. The reclassification of one Electrical Estimator position to Senior Electrical Estimator with the following salary range: Step A B C D E $ 4254.38 $ 4467.10 $ 4690.47 $ 4924.95 $ 5171.22 This position will remain in the IBEW benefits group. REMAINING FY COST (including PERS): $ 45,454.84 FUNDING: Currently funded through the Enterprise Fund. Respectfully submitted, Joanne Na loch, Human Reso roes Director Prepared by Marlon Robbins, Risk Manager, in coordination with Alan Vallow, Electric Utility Director. C:\WPD005\COUNCIL\ 1-15 CC. DOC RESOLUTION NO. 97-10 A RESOLUTION OF THE LODI CITY COUNCIL APPROVING THE REORGANIZATION OF THE ELECTRIC UTILITY DEPARTMENT RESOLVED, that the Lodi City Council does hereby approve the class specifications and salary ranges for the following positions: Construction/Maintenance Supervisor: Step A B C D E $ 4254.38 $ 4467.10 $ 4690.47 $ 4924.95 $ 5171.22 This classification will be in the IBEW benefit group. Electric Utility Management Administrator: Step A B C D E $ 3032.17 $ 3183.79 $ 3342.96 $ 3510.12 $ 3685.64 This classification will be in the Mid -Management benefit group. Manager, Business Planning and Marketin. Step A B C D E $ 5500.17 $ 5775.19 $ 6063.92 $ 6367.13 $ 6685.48 This classification will be in the Mid -Management benefit group. BE IT FURTHER RESOLVED, that the Lodi City Council does hereby approve the reclassifications of the following positions: The reclassification of Electrical Engineer to Manager. Electric Services with the following salary range: Step A B C D E $ 5500.17 $ 5775.19 $ 6063.92 $ 6367.13 $ 6685.48 This position will remain in the Mid -Management benefit group. The reclassification of Assistant Electric Utility Director to Manager, Engineering and Operations. with the following salary range: Step A B C D E $ 5500.17 $ 5775.19 $ 6063.92 $ 6367.13 $ 6685.48 This position will remain in the Mid -Management benefit group. The reclassification of one Electrical Estimator position to Senior Electrical Estimator with the following salary range: Step A B D E $4254.38 $ 4467.10 $ 4690.47 $ 4924.95 $ 5171.22 This position will remain in the IBEW benefits group. Dated: January 15, 1997 I hereby certify that Resolution No. 97-10 was passed and adopted by the City Council of the City of Lodi in a regular meeting held January 15, 1997 by the following vote: AYES: Council Members - Land, Sieglock and Warner NOES: Council Members - Mann ABSENT: Council Members - None ABSTAIN: Council Members - Pennino (Mayor) IFER� . PERRIN City Clerk 97-10 CITY OF LODI CONSTRUCTION/MAINTENANCE SUPERVISOR DEFINITION: January 15, 1997 Under general direction, plans, assigns and directs the daily activities of the Construction/ Maintenance Division of the Transmission/Distribution Systems in the Electric Utility Department. Provides administrative directions and technical assistance and training to division staff and performs related work as required. DISTINGUISHING CHARACTERISTICS: This class is distinguished from the Electric Foreman/Forewoman in that the Construction/Maintenance Supervisor is responsible for the daily operations of the Construction/Maintenance division, where the Foreman is responsible for a crew. SUPERVISION EXERCISED AND RECEIVED: Receives general direction from the Electric Utility Superintendent. Supervises the Apparatus Mechanic, Electric Foreman/Forewoman and other subordinate positions. EXAMPLES OF DUTIES: Duties may include, but are not limited to the following: Coordinates work assignments with other City departments supervisory staff. Managers and coordinates the construction and maintenance functions of the Division. Reviews jobs and job sites prior to crew assignments. Arranges and plans system outages with customers and other agencies. Coordinates system switching and verities switching procedures for system outages. Coordinates field work with other utilities, developers, customers, contractors and City departments. Acts as coordinator between the Engineering and Construction/Maintenance Divisions to resolve field construction problems. Inspects job sites prior, during, and after construction for conformance with plans, specifications, rules and regulations. Responds to complaints from customers. Inspects the distribution and transmission system for deteriorating conditions and implements appropriate corrective action. Assists in developing training material for work practices, safety and operational procedures. Acts on behalf of the Electric Utility Superintendent in his/her absence. CMS.onc CLASS SPECIFICATION CITY OF LODI Construction/Maintenance Supervisor Page 3 of 3 EDUCATION AND EXPERIENCE (Cont'd): Experience: Attainment of journey level status through apprentice training as an Electric Lineman /Linewoman and three (3) years increasing responsibility in electric distribution systems construction and maintenance, two (2) years of which were in a lead or supervisory capacity, equivalent to that of Electric Foreman/Forewoman. LICENSES AND CERTIFICATES: Possession of the appropriate valid Driver's License from the California Department of Motor Vehicles. Prior to permanent appointment, a commercial Driver's License A is required as mandated by the State of California Commercial Vehicle Code. stirs. oOc CITY OF LODI DEFINITION: January 15, 1997 ELECTRIC UTILITY MANAGEMENT ADMINISTRATOR Under General direction, performs administrative duties in support of the activities and functions of the Electric Utility Department; this class has responsibility for the planning, policy development, administration and operation of assigned programs. DISTINGUISHING CHARACTERISTICS: The incumbent in this position has the responsibility for development, coordination and implementation of new and ongoing programs and activities and represents the Electric Utility department at meetings of professional organizations and regulatory agencies. The primary focus of this position is on the development and implementation of new customer driven, competition -oriented programs consistent with the policy direction of senior management. SUPERVISION RECEIVED AND EXERCISED: Receives general direction from the Electric Utility Director. May supervise support staff and subordinates. EXAMPLES OF DUTIES: Duties may include, but are not limited to the following: Develops and implements policies and resource requirements necessary to carry out long and short-term goals. Analyzes, reviews and revises policies and practices for conformance with changing regulations and policies, as well as needs directed by long term -planning. In consultation with appropriate staff members, reviews and monitors overall financial administration including budget, Financial reports, cost of service analysis, rate -making and payments. Identifies and analyzes operational problems, working with departmental staff to evaluate alternatives, and implements appropriate solutions. Facilitates customer -specific service arrangements. Coordinates, develops and impleiilents public affairs for the department, preparing reports, and monitoring progress. Serves as liaison to various organizations, such as community and professional groups, official bodies, and regulatory agencies. Prepares and presents staff reports to the City Council. Performs other duties as required. EUMA. DOC CLASS SPECIFICATION CITY OF LODI Electric Utility Management Administrator Page 3 of 3 EDUCATION AND EXPERIENCE (Cont'd): Experience: Two years of increasingly responsible experience in a public or private utility involving program evaluation and/or implementation. LICENSES AND CERTIFICATES: Possession of the appropriate valid Driver's License from the California Department of Motor Vehicles. EU,AIA. DOC CITY OF LODI January 15, 1997 MANAGER, BUSINESS PLANNING AND MARKETING DEFINITION: Under general direction, manages the Business Planning and Marketing Division of the Electric Utility Department; responsible for the planning, financing, acquisition and operation of bulk power supplies for retail marketing; performs short and long - term electric utility business planning to ensure the continuing benefits of electric utility ownership for the City; and performs related work as required. DISTINGUISHING CHARACTERISTICS: This class is distinguished by the professional level responsibilities relative to policy development, program planning and implementation, and the operations of a division. SUPERVISION RECEIVED AND EXERCISED: Receives general direction from the Electric Utility Director. Supervises division personnel. EXAMPLES OF DUTIES: Duties may include, but are not limited to the following: Ensures long-term supply of reliable electric power at the lowest possible cost. Participates in management and policy-making aspects related to City electric bulk power resources and electric utility revenue management. Matches bulk power resources with forecasted customer needs; identifies resources available for marketing to other agencies; estimates short and long-term bulk power costs for incorporation into the Department's budget. Develops and implements goals, objectives, policies and procedures to enable the division to meet the business goals of the Department and the City. Directs and manages the day-to-day operation of the division and coordinates projects with other divisions both within and outside of the Department. Develops and coordinates project schedules and staffing resource assignments. Directs the development and maintenance of electric rate and service schedules to achieve required revenues while remaining competitive in the deregulated environment. Participates in the development and monitoring of City joint power agency budgets; monitors joint power agency investments and makes recommendations for project financing/refinancing. Prepares and administers the divisions' operating and capital budgets. Markets resources and develops new electric services and financial products; coordinates Department activities with the Finance Department. ,VsP,N.OnC CLASS SPECIFICATION CITY OF LODI Manager, Business Planning and Marketing Page 3 of 3 EDUCATION AND EXPERIENCE: Any combination equivalent to education and experience that would likely provide the required knowledge's and abilities would be qualifying. A typical combination is: Education: Equivalent of a Bachelor's degree from an accredited college or university with major coursework in engineering, business administration, or a related field. Experience: Five years of increasingly responsible experience in energy resource planning, financing, acquisition, and operation of bulk energy supplies for residential and commercial marketing or closely related field. LICENSES AND CERTIFICATES: Possession of the appropriate valid Driver's License from the California Department of Motor Vehicles. MBPM. one CITY OF LODI MANAGER, ELECTRIC SERVICES DEFINITION: January 15, 1997 Under general direction, manages engineering services and activities for the Electric Utility Department; performs project management and related work as required. DISTINGUISHING CHARACTERISTICS: This class is distinguished by the professional level responsibilities relative to policy development, program planning and implementation, and the operations of a division. SUPERVISION RECEIVED AND EXERCISED: Receives general direction from the Electric Utility Director. Provides direction to other staff. EXAMPLES OF DUTIES: Duties may include, but are not limited to the following: Develops and implements goals, objectives, policies and procedures to enable the division to meet the business goals of the Department and the City. Directs and manages the day-to-day operation of the division and coordinates projects with other divisions both within and outside of the Department. Prepares and gives public presentations. Reviews/approves requisitions and invoices. Develops and coordinates project schedules and staffing resource assignments. Compiles and monitors cost center budget; takes appropriate corrective action when necessary. Provides direction, technical review and support to staff performing project management, work claims, construction and materials standards. Manages the City's property management function by assisting in formulating long range asset utilization plans, budgets and reports. Performs professional engineering work. Provides professional technical support to other City departments, customers and outside agencies. Acts as project manager for major projects. Coordinates multi-year capital improvement plans for electric and facilities and Department buildings and property. Oversees the design, budget, scheduling, construction and operation of electric and other projects. MES. Doc CLASS SPECIFICATION CITY OF LODI Manager Electric Services Page 3 of 3 EDUCATION AND EXPERIENCE: Any combination equivalent to education and experience that would likely provide the required knowledge's and abilities would be qualifying. A typical combination is: Education: Equivalent to completion of a Bachelor's degree from an accredited college or university with major coursework in electrical engineering. Experience: Five years of increasingly responsible professional engineering experience, two years of which shall have been in a supervisory or administrative capacity. LICENSES AND CERTIFICATES: Possession of the appropriate valid Driver's License from the California Department of Motor Vehicles. Registration as a Professional Electrical Engineer in the State of California. hl ES. DOC CITY OF LODI January 15, 1996 MANAGER, ENGINEERING AND OPERATIONS DEFINITION: Under general direction, manages the activities and operations of the Engineering and Operations Division of the Electric Utility Department; performs advanced engineering tasks such as planning and design, system protection and coordination, and project design; develops and maintains operating policies and procedures as well as material, engineering and construction standards; and performs related work as required. DISTINGUISHING CHARACTERISTICS: This class is distinguished by the professional level responsibilities relative to policy development, program planning and implementation, and the operations of a division. SUPERVISION RECEIVED AND EXERCISED: Receives general direction from the Electric Utility Director. Exercises direction over operations and engineering staff. EXAMPLES OF DUTIES: Duties may include, but are not limited to the following: Develops and implements goals, objectives, policies and procedures to enable the division to meet the business goals of the Department and the City. Develops short and long range system studies and plans. Identifies and implements necessary system expansions/ modifications to provide sufficient capacity and quality of power to serve new and existing loads under both normal and emergency conditions. Performs protection and coordination studies and designs/implements suitable corrective measures for maximum reliability and operating efficiency. Plans, monitors, evaluates and implements system performance and configuration to obtain maximum reliability and cost effective mode of operation. Prepares and administers the divisions' operating and capital budgets. Reviews and approves work orders and project design comments. Provides technical support and training for department staff. Plans, organizes and directs customer service programs. Specifies and evaluates bids/proposals and requests for proposals of equipment, materials, professional services and other department needs as required. CLASS SPECIFICATION CITY OF LODI Manager, Engineering and Operations Page 3 of 3 Ability to (Cont'd): Plan, organize, train, assign, review and evaluate the work of others and subordinates. Conduct performance appraisals, counsel employees, prepare documentation and recommend discipline and merit recognition. Operate a variety of standard and specialized office equipment including a personal computer and peripheral equipment. EDUCATION AND EXPERIENCE: Any combination equivalent to education and experience that would likely provide the required knowledge's and abilities would be qualifying. A typical combination is: Education: Equivalent to a Bachelor's degree from an accredited college or university with major coursework in electrical engineerina. Experience: Five years of increasingly responsible experience in electric utility engineering including the design and planning of transmission/distribution systems, two years of which shall have been in a supervisory capacity. LICENSES AND CERTIFICATES: Possession of the appropriate valid Driver's License from the California Department of Motor Vehicles. Registration as a Professional Electrical Engineer in the State of California. MEO. Doc CITY OF LODI January 15, 1996 SENIOR ELECTRICAL ESTMIATOR DEFINITION: Under general direction, organizes, assigns, reviews and performs a variety of sub - professional office and field engineering work within the Engineering and Operations Division of the Electric Utility Department, and performs related work as required. DISTINGUISHING CHARACTERISTICS: This class is distinguished from Electrical Estimator in that it has lead responsibility, performs project planning design and review, and has responsibility for the development and implementation of estimating and construction standards. SUPERVISION EXERCISED AND RECEIVED: Receives general direction from the Manager of Engineering and Operations. Exercises lead direction to estimating and mapping staff. EXAMPLES OF DUTIES: Duties may include, but are not limited to the following: Organizes, assigns, schedules and coordinates estimating projects. Reviews and checks work prepared by the division for conformance to standards, specifications, rules, regulations and policies. Prepares detailed electrical engineering designs, drawings and cost estimates related to the maintenance and construction of a variety of electrical transmission, substation, distribution and lighting systems. Assists in the preparation of the division's budget. Provides technical direction and training for other department and division personnel and prepares performance evaluations. Performs field inspections of construction and job sites as necessary. Provides information and direction customers, developers and other City staff. Coordinates activities and provides written and oral communication with other departments, customers, developers, engineering firms, other utilities and agencies. Prepares a variety of studies and reports related to specific areas of assignment and assists in preparation of short and long range planning. Responds to questions and concerns from the public regarding electrical engineering activities and provides information relating to methods and standards. Performs related duties as required. SREE. DDC CLASS SPECIFICATION CITY OF LODI Senior Electrical Estimator Page 3 of 3 EDUCATION AND EXPERIENCE: Any combination equivalent to education and experience that would likely provide the required knowledge's and abilities would be qualifying. A typical combination is: Education: Completion of high school or its equivalent. Experience: Three years of experience performing the duties equivalent to Electrical Estimator. LICENSES AND CERTIFICATES: Possession of the appropriate valid Driver's License from the California Department of Motor Vehicles. SREE. DOC } U U LU J LU c O N z O;: H' Q� CC O W fn CL j 0 c } W Fa J V) H _ W z } QW FF. 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N zW QU CC O H0 Q W ct W aU cccr fr-0 W 00 <u, z a0 2z a ELECTRIC UTILITY Rates and Resources (Current) MANAGER RATES AND RESOURCES (1) SENIOR ELECTRIC UTILITY RATE ANALYST (1) ELECTRIC UTILITY RATE ANALYST (1) } F- -J a) H .C: � � c EEm � c_ mU 0 LU LU J W ELECTRIC UTILITY -- Engineering & Operations ENGINEERING & OPERATIONS (Proposed) MANAGER ENGINEERING I I UTILITY OPERATIONS I 1 METERING SENIOR ESTIMATOR (1) I UTSUERVISORILITY T(1) I I TECHNELECTRICIAN (1R METERING ESTIMATOR (2) I I O EELCTRICAL UTIRIATOR TY R II (3) I ELECTRICIAN (1) UTILITY SERVICE OPERATOR - RELIEF (1) ELECTRIC DRAFTING TECHNICIAN (1) ELECTRIC UTILITY Construction & Maintenance (Proposed) ELECTRICAL TECHNICIAN (2) ELECTRIC UTILITY SUPERINTENDENT TECHNICALI I TROUBLESHOOTING SERVICES ELECTRIC SYSTEMS ELECTRIC SUPERVISOR (1) 1 1 TROUBLESHOOTER (3) ELECTRICIAN (2) CONSTRUCTION AND MAINTENANCE CONSTRUTION & MAINTENANCE SUPV. (1) APPARATUS ELECTRIC MECHANIC (1) FOREMAN/FOREWOMAN (3) ELECTRIC LINEMAN/LINEWOMAN (8)