HomeMy WebLinkAboutAgenda Report - March 2, 2016 I-06CITY OF LODI
COUNCIL COMMUNICATION
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AGENDA TITLE:
AGENDA ITEM
I6
Adopt Resolution Approving the Classification, Job Description and Salary Range
for the Position of Electric Utility Resources Analyst
MEETING DATE: March 2, 2016
SUBMITTED BY:
Human Resources Manager
RECOMMENDED ACTION:
BACKGROUND INFORMATION:
Adopt resolution approving the classification, job description and
salary range for the position of Electric Utility Resources Analyst.
The Electric Utility Department has the need for a new classification
of Resources Analyst. The request to add the new position was
approved in the FY 2015/16 mid -year budget.
The Electric Utility Resources Analyst identifies, analyzes, and assesses market trends and costs and
makes recommendations regarding short-term and long-term gas and energy purchase strategies in
accordance with the City's Risk Management policies and procedures. Additionally, this position will
assist with a number of activities related to resource adequacy, state and federal compliance reporting,
contract administration, budget preparation and financial planning.
After discussions with and concurrence from LCMMA, staff recommends the new Electric Utility
Resources Analyst salary range be $95,442.18 to $115,986.24.
Staff recommends Council approve the classification, job description and set the salary range for Electric
Utility Resources Analyst.
FISCAL IMPACT: The annual cost for this position at entry level is approximately $159,966
including benefits.
FUNDING AVAILABLE: Funding has been allocated in the FY 2015/16 budget.
.ieedae, jar.
Ade ee Post, Human Resources Manager
Jordan Ayers, Deputy City Man ger/Internal Services Director
APPROVED:
L• en Schwabauer, City Manager
EXHIBIT A
CITY OF LODI February 2016
ELECTRIC UTILITY RESOURCES ANALYST
Job descriptions are intended to present a broad and general range of duties which
includes, purpose, responsibilities, and scope of work. Job descriptions are not intended
to reflect all duties performed within the job.
DEFINITION
Performs analytical work associated with planning, evaluation and acquisition of Electric
Utility Department power supply resources.
SUPERVISION EXERCISED AND RECEIVED
Receives general direction from the assigned supervisor.
EXAMPLES OF DUTIES
Duties may include, but are not limited to the following:
Optimize the City's power supply portfolio by identifying, analyzing, and assessing
market trends and costs and making appropriate recommendations regarding short-
term and long-term strategic planning, including gas and energy purchases in
accordance with the City's Risk Management policies and procedures;
Review and analyze the City's resource adequacy requirements and provide
recommendations for capacity procurement and/or sale, if necessary;
Research, analyze, and make recommendations regarding proposed legislation,
regulatory changes, power supply contracts, and current trends that affect the City's
position in the energy market;
Prepare, analyze, support negotiations of, and administer contracts and agreements
related to planning and project development;
Prepare Requests for Proposals (RFP's); evaluate RFP responses and assist with
negotiation and drafting of contracts including, but not limited to, Professional Services
Agreements and Power Purchase Agreements, and manage contracts;
Gather data and prepare State and Federal compliance reports;
Assist with budget preparation and financial planning by compiling data, preparing and
creating financial models and forecasts and preparing financial reports;
Coordinate with other divisions, City departments and outside organizations on power
supply resources, contracts and planning;
Participate in and/or manage special projects, as assigned;
Performs other related duties as required.
MINIMUM QUALIFICATIONS
Knowledge of:
Electric power resources;
Methods, techniques, principles and practices used in power supply planning and
contracts;
Principles and practices of budget and financial planning in addition to project
development and management;
State and Federal energy legislation, regulations, and compliance requirements;
Ability to:
Perform complex professional and technical analytical work related to planning,
evaluating and acquiring power supply resources;
Prepare and present clear and concise reports;
Design and/or utilize computer models to analyze electric utility loads, resources, and
contracts;
Communicate effectively orally and in writing with City staff and outside consultants and
organizations;
Establish and maintain cooperative and effective relationships with those contacted
during the course of work;
Operate a variety of office systems and equipment, including specialized computer
applications;
Negotiate agreements with Federal and State agencies;
Sit at a desk for long periods of time and travel to out-of-town meetings, occasionally
with overnight stays.
EDUCATION AND EXPERIENCE:
Any combination of experience and education that would likely produce the qualifying
knowledge and ability. A typical combination is:
Education:
Possession of a Bachelor's degree from an accredited college or university with major
coursework in business administration, public administration, economics, engineering,
science, mathematics or a related field.
Experience:
One year of energy resource planning experience and/or risk management experience
in an electric utility.
LICENSES AND CERTIFICATES
Possession of the appropriate valid Driver's License from the California Department of
Motor Vehicles.
WORKING CONDITIONS
Environmental Conditions:
Work is generally performed in an office setting with frequent interruptions, multiple
deadlines, and peak workload periods. Position may require working with the public and
attendance at night and/or weekend meetings, and driving a motor vehicle. May be
exposed to safety hazards including, fumes or odors, dust or gases, chemicals, toxic
materials, oil, and a variety of mechanical machinery.
Physical Conditions:
Essential functions may require maintaining physical condition necessary to see well
enough to read, write and make observations; hear well enough to converse on the
radio, telephone and in person; bodily mobility to occasionally walk, bend, kneel, reach,
stand, crouch or climb; operate assigned equipment and vehicles; operate office
equipment requiring repetitive hand movement and fine coordination including use of a
computer keyboard; to verbally communicate to exchange information; and
intermittently sit while preparing reports and operating vehicles and equipment.
*FLSA Status: EXEMPT
RESOLUTION NO. 2016-35
A RESOLUTION OF THE LODI CITY COUNCIL
APPROVING THE CLASSIFICATION, JOB
SPECIFICATION AND SALARY RANGE FOR
ELECTRIC UTILITY RESOURCES ANALYST
NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby
approve the classification and job specification for Electric Utility Resources Analyst
attached hereto as Exhibit A; and
BE IT FURTHER RESOLVED that the salary range for Electric Utility Resources
Analyst is hereby approved and shall be as follows:
Classification
Electric Utility Resources
Analyst
Dated: March 2, 2016
Step A
Step B
StepC StepD StepE
$95422.18
$100193.26
$105202.94
$110463.08 , $115986.24
I hereby certify that Resolution No. 2016-35 was passed and adopted by the Lodi
City Council in a regular meeting held March 2, 2016 by the following vote:
AYES: COUNCIL MEMBERS — Johnson, Kuehne, Nakanishi, and
Mayor Chandler
NOES: COUNCIL MEMBERS — Mounce
ABSENT: COUNCIL MEMBERS — None
ABSTAIN: COUNCIL MEMBERS — None
2016-35
-Tn�,eua.t.ak
NNIFER . FERRAIOLO
City Clerk
EXHIBIT A
CITY OF LODI February 2016
ELECTRIC UTILITY RESOURCES ANALYST
Job descriptions are intended to present a broad and general range of duties which
includes, purpose, responsibilities, and scope of work. Job descriptions are not intended
to reflect all duties performed within the job.
DEFINITION
Performs analytical work associated with planning, evaluation and acquisition of Electric
Utility Department power supply resources.
SUPERVISION EXERCISED AND RECEIVED
Receives general direction from the assigned supervisor.
EXAMPLES OF DUTIES
Duties may include, but are not limited to the following:
Optimize the City's power supply portfolio by identifying, analyzing, and assessing
market trends and costs and making appropriate recommendations regarding short-
term and long-term strategic planning, including gas and energy purchases in
accordance with the City's Risk Management policies and procedures;
Review and analyze the City's resource adequacy requirements and provide
recommendations for capacity procurement and/or sale, if necessary;
Research, analyze, and make recommendations regarding proposed legislation,
regulatory changes, power supply contracts, and current trends that affect the City's
position in the energy market;
Prepare, analyze, support negotiations of, and administer contracts and agreements
related to planning and project development;
Prepare Requests for Proposals (RFP's); evaluate RFP responses and assist with
negotiation and drafting of contracts including, but not limited to, Professional Services
Agreements and Power Purchase Agreements, and manage contracts;
Gather data and prepare State and Federal compliance reports;
Assist with budget preparation and financial planning by compiling data, preparing and
creating financial models and forecasts and preparing financial reports;
Coordinate with other divisions, City departments and outside organizations on power
supply resources, contracts and planning;
Participate in and/or manage special projects, as assigned;
Performs other related duties as required.
MINIMUM QUALIFICATIONS
Knowledge of:
Electric power resources;
Methods, techniques, principles and practices used in power supply planning and
contracts;
Principles and practices of budget and financial planning in addition to project
development and management;
State and Federal energy legislation, regulations, and compliance requirements;
Ability to:
Perform complex professional and technical analytical work related to planning,
evaluating and acquiring power supply resources;
Prepare and present clear and concise reports;
Design and/or utilize computer models to analyze electric utility loads, resources, and
contracts;
Communicate effectively orally and in writing with City staff and outside consultants and
organizations;
Establish and maintain cooperative and effective relationships with those contacted
during the course of work;
Operate a variety of office systems and equipment, including specialized computer
applications;
Negotiate agreements with Federal and State agencies;
Sit at a desk for long periods of time and travel to out-of-town meetings, occasionally
with overnight stays.
EDUCATION AND EXPERIENCE:
Any combination of experience and education that would likely produce the qualifying
knowledge and ability. A typical combination is:
Education:
Possession of a Bachelor's degree from an accredited college or university with major
coursework in business administration, public administration, economics, engineering,
science, mathematics or a related field.
Experience:
One year of energy resource planning experience and/or risk management experience
in an electric utility.
LICENSES AND CERTIFICATES
Possession of the appropriate valid Driver's License from the California Department of
Motor Vehicles.
WORKING CONDITIONS
Environmental Conditions:
Work is generally performed in an office setting with frequent interruptions, multiple
deadlines, and peak workload periods. Position may require working with the public and
attendance at night and/or weekend meetings, and driving a motor vehicle. May be
exposed to safety hazards including, fumes or odors, dust or gases, chemicals, toxic
materials, oil, and a variety of mechanical machinery.
Physical Conditions:
Essential functions may require maintaining physical condition necessary to see well
enough to read, write and make observations; hear well enough to converse on the
radio, telephone and in person; bodily mobility to occasionally walk, bend, kneel, reach,
stand, crouch or climb; operate assigned equipment and vehicles; operate office
equipment requiring repetitive hand movement and fine coordination including use of a
computer keyboard; to verbally communicate to exchange information; and
intermittently sit while preparing reports and operating vehicles and equipment.
*FLSA Status: EXEMPT
Jennifer Ferraiolo
From: Jennifer Ferraiolo
Sent: Wednesday, March 02, 2016 11:09 AM
To: 'Mike Lusk'
Cc: City Council; Steve Schwabauer; Janice Magdich; Elizabeth Kirkley; Jordan Ayers; Jeff
Hood
Subject: RE: Blue Sheets for March 2, 2016 meeting
Thank you for your email. It was received by the City Council and forwarded to the City Manager's office and all
referenced departments for information, response, and/or handling. In addition, your correspondence will be provided
as a Blue Sheet item for tonight's Council meeting.
Jennifer M. Ferraiolo, CMC
City Clerk
P.O. Box 3006
Lodi, CA 95241-1910
(209) 333-6702
(209) 333-6807 FAX
Original Message
From: Mike Lusk [mailto:mclusk@softcom.net]
Sent: Wednesday, March 02, 2016 11:02 AM
To: City Council; mclusk@softcom.net
Subject: Blue Sheets for March 2, 2016 meeting
Lodi City Council March 2, 2016
General Comment: It is hard to believe the City of Lodi in presenting this agenda tonight, on one hand is expressing
budget over runs and asking for addition funds to balance department budgets and on the other hand wants to spend
money it doesn't appear to have on all of the agenda items listed.
l•genda Item C-04
No vote on hiring EES Consulting for LEU rate analysis.
I believe we have qualified employees within the LEU to understand rates and budgetary needs to balance a budget.
This contract is a waste of rate payers money to perform redundant work.
Agenda Item I-01
No vote approving Fiscal Year 2015/16 Mid -year Budget Adjustment.
There should be a moratorium on new positions and pay increase that are not already a contract obligation. There
are only 4 months left until the new budget year of 2016/17 is put out. This would leave time for more public disclosure
and review before authorizing any increases to the budget that might effect utility budgets requiring rate increases.
Items within this agenda item have either conflicts with other policies or create additional expenses to the City.
Examples: New Position Recommended in the LEU -An Electric Utility Resources Analyst.
Who is currently doing this work? Why ask for this position and at the
rAgenda Item I-021
same time request a contract with EES for Rate Analysis? What effect does this position have on the overall LEU budget
when considering rate increases and the larger problem of the Calpers Retirement debt looming over the City.
The same questions noted above would apply to the salary upgrades and additional positions in the Finance Dept.
Any residual funds regardless of how earmarked in any budget should be held and carried over into the next budget
year with only 4 months left until new budget. Whether this be in Parks and Rec or any other Dept.
Electric Utility item discussing the appropriations by $3,115,540 should be withheld. If memory is correct, wasn't
monies authorized in the previous budget in the amount of 2 million dollars for this project and was part of the
argument when justifying the 5 percent rate increase to the LEU rates last year? In addition last August 15, 2015 the
lighting project was approved and a loan authorized from Farmers and Merchants Bank to fund this project with the
understanding it would be repaid not by the LEU but through energy rebate programs.
So now being 3 quarters of the way through this budget year why are all these departments expressing budget over
runs requiring this request. They are substantial amounts of money.
Is there not appropriate over site in order to make adjustments to operations to prevent these overruns?
No vote on PRSC request for One -Eighth Cent Sales Tax Measure.
This item expresses a 1/8th sales tax increase would create about
1.3 million dollars for the PRCS. Where does this figure come from.
Just within the last few months I have suggested a sales tax increase be considered and earmarked for the Police and
Fire Dept. force stabilization and help pay for the looming Calpers retirement debt. At that time I was informed 1/2
percent would only raise about $500 thousand dollars. Far short of the 1.3 million noted in this Item. So why this
inflated projection for Parks and Rec?
At the time the paid consultant made the noted survey were the participants given the choice of questions asked,
such as would you like to pay for much needed street repair or add an item to the parks wish list. Would you like to
increase the staffing on the Police Dept.
contributing to the overall safety of the Citizens of Lodi or add to the Parks and Rec wish list. Would you like to pay for
the looming Calpers retirement debt or add to the Parks and Rec wish list. So and So on.
OR were they only asked the singular question of what would you like Lodi to have in relation to the Parks and Rec?
If this was the case the percentages of approval could be grossly exaggerated.
Since the mid 90's the City has been wanting to build a sports and aquatic facility of some kind and each time the
public at large has not supported this item. An example would be the bond issue about 10 years ago that was defeated.
realize there are current parks and play ground areas that need attention and should take priority over any new
programs. In reference to 2 new parks coming up for construction, I would suggest that they should be paid for by
builder impact fees for parks going into these new sub divisions. Pixley Park should be forever forgotten since it is in and
industrial area and out of the way and funds for this park should be used elsewhere. The Parks and Rec wish list could
use a lot of red lining.
Having said all of the above, I realized the Parks and Rec budget is under funded and more money is needed but
when faced with the reality of should you pay for groceries and bills or go on vacation, the vacation is the last on the list.
f Agenda Item I-031
No vote on adopting resolution approving the new
classification and salary range of Events Coordinatior and approving the reclassification of one Senior Administrative
Clerk to the Events Coordinator.
As stated previously, wait for new budget year for review and impact on overall budget and Calpers debt.
[Agenda Item 1-04]
No vote on adopting resolution approving the new
classification and salary range for Utility Billing Specialist and Approve the reclassification of three Customer Service
Representatives to the Position of Utility Billing Specialist.
2
As stated previously, wait for new budget year for review and impact on overall budget and Calpers debt. What
impact on utility rates?
[Agenda Item I-051No vote on adopt resolution approving amendments to the Job Description and Salary range of City
Planner and approving the reclassification on one Senior Planner to City Planner.
As stated previously, wait for new budget year for review and impact on overall budget and Calpers debt.
fenda Item I-05/No vote on adopt resolution approving the classification, job description and salary range for the
position of Electric Utility Resources Analyst.
As stated previously, wait for new budget year for review and impact on overall budget and Calpers debt. What
impact on utility rates?
Respectfully
Mike Lusk, Lodi
3