HomeMy WebLinkAboutAgenda Report - August 16, 2000 H-04COUNCIL
�1FOR.
AGENDA TITLE: Approve changing the authorized position of Risk Manager to Management
Analyst and approve a new class specification and salary range for this position.
MEETING DATE: August 16, 2000
SUBMITTED BY: Human Resources Director
RECOMMENDED ACTION: That City Council approve changing the authorized position of Risk
Manager to Management Analyst and approve a new class specification
and salary range for this position.
BACKGROUND INFORMATION:
Reallocate one (1) Risk Manager position to Management Analyst II
Position Title Current no. of positions Proposed no. of positions
Risk Manager 1 0
Management Analyst II 0 1
Currently, there is one Risk Manager position assigned to the Human Resources Department.
It is recommended that City Council approve the reallocation of one (1) Risk Manager position to (1)
Management Analyst II. This will 1145 increase the number of budgeted positions in the department and will
actually generate significant salary savings relative to the position of Risk Manager.
The establishment of this more generalized classification will allow the Human Resources Department greater
flexibility in the use of staff, cross -training, and in providing better overall service to the City departments and
the community.
The classification of Management Analyst II is an existing class within the City of Lodi's classification plan.
The new class specification presented here modifies the existing class specification by creating a trainee level
within its structure. This modification would allow the City greater flexibility in recruiting and also provides an
additional career ladder for City employees.
APPROVED:
00 H. Dixon Flynn -- eity Manager
o / /COUNCIL COMMUNICATION
4C/FOFtCI
The proposed salary range for Management Analyst Trainee is 10% below that of Management Analyst I and is
shown as follows:
A
I B
I C
I D
I E
$2,808.63
1 $2,949.07
1 $3,096.52
$3,251.34
1 $3,413.91
The salary ranges for Management Analyst I and II already exist and were approved by City Council last year.
It is important to note this reorganization will not result in any adverse impact on staff as the position is currently
vacant.
COST SAVINGS:: The reallocation described above will result in a decrease in annual operating expenditures.
This entire reorganization plan will result in a net annual savings in the Human Resources operating budget of
approximately $15,324.
FUNDING: N/A
C) Al ' rel", t .
Vicky McAthie, Vinance Director
Respectfully submitted,
CA" )k
Joanne M. Narloch, uman Resources Director
APPROVED:
H. Dixon Flynn -- City Manager
CITY OF LODI
MANAGEMENT ANALYST TRAINEE
MANAGEMENT ANALYST I
MANAGEMENT ANALYST II
DEFINITION
August 16, 2000
Provides administrative support for a department; performs research, statistical and other
analytical work; and fulfills other assignments in departments such as Administration, Human
Resources, Police, Public Works, and other areas.
DISTINGUISHING CHARACTERISTICS
Management Analyst Trainee - This is the trainee level class in the Management Analyst
series. This is a flexibly staffed class series in that trainee level positions are required to
progress to the higher levels with training, experience, acquisition of bachelor's degree, and
satisfactory performance, within specified time frames. This class is distinguished from the
Management Analyst I by performance of the more routine tasks and duties assigned to
positions within the series. Since this is used as a training class, employees may have only
limited related work experience.
Management Analyst I - This class is the entry level class in the Management Analyst series.
Positions in this class are distinguished from the trainee in that they generally have more
working experience, are able to perform a broader range of more technically complex tasks, and
work with less supervision. This class is distinguished from the Management Analyst II by
having less work experience and not yet possessing the ability to perform the full range of
technically complex tasks required. Positions in this class are flexibly staffed and can be filled
by advancement from the Trainee.
Management Analyst II - This is the full journey level professional class in the Management
Analyst series. Employees in this class are distinguished from the Management Analyst I by
performance of the full range of duties as assigned. Employees at this level receive only
occasional instruction or assistance as new or unusual situations arise, and are fully aware of the
operating procedures and policies of the department. Positions in this class are flexibly staffed
and are normally filled by advancement from the I, or when filled from the outside, require prior
work experience directly related to the area of assignment.
EXAMPLES OF DUTIES
Management Analysts perform a broad range of duties, including specialized duties specifically
related to the unique functions and services delivered by the departments to which they are
assigned. Duties may include, but are not limited to the following:
Generalist Duties
0 Investigates, analyzes, develops, and prepares special studies or projects as requested;
CITY OF LODI Page 2 of 5
Management Analyst Trainee/I/II
Generalist Duties (cont.)
• Researches special issues, problems and procedures; prepares reports regarding special
projects, problems and requests;
• Compiles data and assists in the development of policies, procedures, staffing and
organizational changes; assists in the implementation of new and revised programs,
procedures and methods of operation;
• Evaluates operations and activities of assigned responsibilities; recommends goals and
objectives; recommends improvements and modifications; prepares reports on operations
and activities;
• Reviews administrative practices and makes recommendations for improvements;
• Collects data and prepares monthly departmental activity reports;
• Provides economic and statistical analysis; presents oral and written reports;
• Assists in the preparation and review of all division operating, multi-year, and capital
improvement budgets;
• Ensures compliance of department functions with pertinent laws, regulations and
ordinances;
• Answers questions and provides information to the public, outside agencies and City staff;
investigates complaints and recommends corrective action to resolve complaints;
• Reviews and recommends training for departmental personnel;
• Performs other related duties as required.
• Research and prepare grant applications including monitoring existing programs for
compliance with regulations.
If assigned to Human Resources
• Develops and implements recruitment and selection programs to obtain qualified candidates,
especially from targeted groups;
• Develops and administers job-related selection procedures, including application reviews,
written and performance exams, and interview and assessment techniques; establishes
eligibility lists;
• Interviews candidates and chairs qualifications appraisal panels;
• Writes classification specifications, examination documentation, and other reports as
assigned;
• Collects compensation and benefits data and prepares analyses and reports; provides
compensation, benefits and other information to other agencies;
• Develops and coordinates employee development efforts and City wide training activities;
• Performs job audits and analyses of individual positions, classes and series of classes;
• Provides information and interpretation regarding City personnel rules, regulations and
procedures;
• May be assigned other duties in other Human Resources functional areas.
CITY OF LODI Page 3 of 5
Management Analyst Trainee/VII
MINIMUM QUALIFICATIONS
Management Analyst Trainee
Knowledge of:
• Principles and practices of organization, administration, and personnel management;
• Modern office procedures, methods and computer equipment;
• Statistical methods and methods of graphic presentation.
Ability to:
• Learn the processes and structure of the City and the department assigned;
• Learn applicable Federal, State, and local laws, codes and regulations;
• Analyze facts and make sound recommendations;
• Communicate clearly and concisely, both orally and in writing;
• Work with and control sensitive, confidential information;
• Use and operate a personal computer, software and peripheral equipment;
• Establish and maintain cooperative and effective relationships with those contacted during
the course of work.
� � � .. ' L� `►CEJ
Any combination of education and experience that would likely produce the qualifying
knowledge and ability. A typical combination is:
Education:
• Persons entering this position are required to be currently enrolled in an accredited college
or university, and within 24 months of appointment must obtain a Bachelor's degree.
Failure to obtain the degree, or sufficiently progress toward obtaining the degree, may result
in separation of employment.
• Six months of administrative or analytical experience in a public agency.
Management Analyst I
In addition to the requirements of Management Analyst Trainee:
Knowledge of:
• Principles and practices of budget preparation and administration;
• Principles and procedures of financial record keeping and reporting;
• Technical report writing procedures and grant proposal development.
CITY OF LODI Page 4 of 5
Management Analyst Trainee/I/II
'li t
• Analyze problems, identify alternative solutions, project consequences of proposed actions
and implement recommendations in support of goals;
• Plan, initiate and complete work assignments with a minimum of direction;
• Prepare completed staff work for oral and written communications;
• Estimate and project revenues and expenditures.
EDUCATION AND EXPERIENCE
Any combination of education and experience that would likely produce the qualifying
knowledge and ability. A typical combination is:
Education
• Equivalent to a Bachelor's degree from an accredited college or university.
Experience:
• None
Management Analyst II
, In addition to the requirements of Management Analyst I:
Knowledge of:
• Processes and structure of the City and the department assigned;
• Applicable Federal, State, local laws, codes and regulations;
• Principles of accounting in a municipal government.
ii t
• Identify and respond to public and City Council issues and concerns;
• Interpret and apply Federal, State and local policies, procedures, laws and regulations.
EDUCATION AND EXPERIENCE
Any combination of education and experience that would likely produce the qualifying
knowledge and ability. A typical combination is:
Education;
0 Equivalent to a Bachelor's degree from an accredited college or university.
CITY OF LODI Page 5 of 5
Management Analyst Trainee/I/II
Experience:
• Two years of increasingly responsible administrative and analytical experience in a public
agency.
LICENSES AND CERTIFICATES
• Possession of a valid Driver's License (Class C) issued from the California Department of
Motor Vehicles.
RESOLUTION NO. 2000-154
A RESOLUTION OF THE LODI CITY COUNCIL APPROVING
THE TITLE CHANGE OF RISK MANAGER TO MANAGEMENT
ANALYST II, AND FURTHER APPROVE CLASS
SPECIFICATION FOR THE POSITIONS OF MANAGEMENT
ANALYST TRAINEE, I AND II AND SALARY RANGE FOR
MANAGEMENT ANALYST TRAINEE
----------------------------------------------------------------
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BE IT RESOLVED, that the Lodi City Council does hereby approve the title
change of Risk Manager to Management Analyst Il; and
FURTHER RESOLVED, that the City Council does hereby approve the class
specification for the positions of Management Analyst Trainee, Management Analyst I
and Management Analyst II as shown on Exhibit A attached hereto; and
BE IT FURTHER RESOLVED that the Lodi City Council hereby approves the
salary range for Management Analyst Trainee as follows:
STEP
A B C D E
$2,808.63 $2,949.07 $3,096.52 $3,251.34 $3,413.91
Dated: August 16, 2000
I hereby certify that Resolution No. 2000-154 was passed and adopted by the
City Council of the City of Lodi in a regular meeting held August 16, 2000 by the
following vote:
AYES: COUNCIL MEMBERS — Land, Nakanishi, Pennino and Mann
(Mayor)
NOES: COUNCIL MEMBERS — Hitchcock
ABSENT: COUNCIL MEMBERS — None
ABSTAIN: COUNCIL MEMBERS — None
SUSAN J. BLAC TON
City Clerk
2000-154
CITY OF LODI
MANAGEMENT ANALYST TRAINEE
NI.ANAGEN- ENT ANALYST I
NIANACzENIENT ANALYST II
DEFINITION
EXHIBIT A
August 16, 2000
Provides administrative support for a department; performs research, statistical and other
analytical work; and fulfills other assignments in departments such as Administration, Human
Resources, Police, Public Works, and other areas.
DISTINGUISHING CHARACTERISTICS
Manacement Analvst Trainee - This is the trainee level class in the Management Analyst
series. This is a flexibly staffed class series in that trainee level positions are required to
progress to the higher levels with training, experience, acquisition of bachelor's degree, and
satisfactory performance, within specified time frames. This class is distinguished from the
Management Analyst I by performance of the more routine tasks and duties assigned to
positions within the series. Since this is used as a training class, employees may have only
limited related work experience.
Management Analyst I - This class is the entry level class in the Management Analyst series.
Positions in this class are distinguished from. the trainee in that they generally have more
working experience, are able to perform a broader range of more technically complex tasks, and
_work with less supervision. This class is distinguished from the Management Analyst R by
having Iess work experience and not yet possessing the ability to perform the full range of
technically complex tasks required. Positions in this class are flexibly staffed and can be filled
by advancement from the Trainee.
Nlanacement Analvst H - This is the full journey level professional class in the Management
Analyst series. Employees in this class are distinguished from the Management Analyst I by
performance of the full range of duties as assigned. Employees at this level receive only
occasional instruction or assistance as new or unusual situations arise, and are fully aware of the
operating procedures and policies of the department. Positions in this class are flexibly staffed
and are normally filled by advancement from the I, or when filled from the outside, require prior
work experience directly related to the area of assignment.
N,lanagement Analysts perform a broad range of duties, including specialized duties specifically
related to the unique functions and services delivered by the departments to which they are
assigned. Duties may include, but are not Iimited to the following:
Generalist Duties
• Investigates, analyzes, develops, and prepares special studies or projects as reque�`ted;
CITY OF LODI Page 2 of 5
Management Analyst TraineeMI
Generalist
Duties (cont.)
•
Researches special issues, problems and procedures; prep: res. reports regarding special
projects, problems and requests;
•
Compiles data and assists in the development of policies, procedures, staffing and
organizational changes; assists in the implementation of new and revised programs,
procedures and methods of operation;
•
Evaluates operations and activities of assigned responsibilities; recommends goals and
objectives; recommends improvements and modifications; prepares reports on operations
and activities;
•
Reviews administrative practices and makes recommendations for improvements;
•
Collects data and prepares monthly departmental activity reports;
•
Provides economic and statistical analysis; presents oral and written reports;
•
Assists in the preparation and review of all division operating, multi-year, and capital
improvement budgets;
•
Ensures compliance of department functions with pertinent laws, regulations and
ordinances;
•
Answers questions and provides information to the public, outside agencies and City staff;
investigates complaints and recommends corrective action to resolve complaints;
•
Reviews and recommends training for departmental personnel;
•
Performs other related duties as required.
•
Research and prepare grant applications including monitoring existing programs for
—
compliance with regulations.
If assi-ned to Human Resources
• Develops and implements recruitment and selection programs to obtain qualified candidates,
especially from targeted groups;
• Develops and administers job-related selection procedures, including application reviews,
written and performance exams, and interview and assessment techniques; establishes
eligibility lists;
• Interviews candidates and chairs qualifications appraisal panels;
• Writes classification specifications, examination documentation, and other reports as
assigned;
• Collects compensation and benefits data and prepares analyses and reports; provides
compensation, benefits and other information to other agencies;
• Develops and coordinates employee development efforts and City wide training activities;
• Performs job audits and analyses of individual positions, classes and series of classes;
• Provides information and interpretation regarding City personnel rules, regulations and
procedures;
• May be assigned other duties in other Human Resources functional areas.
CITY OF LODI Page 3 of 5
Management Analyst Trainee/VTI
MINrVtM QUALIFICATIONS
yianaaement Analyst Trainee
Knowledge of:
• Principles and practices of organization, administration, and personnel management;
• Modem office procedures, methods and computer equipment;
• Statistical methods and methods of graphic presentation.
A 'lite t
• Learn the processes and structure of the City and the department assigned;
a Learn applicable Federal, State, and local laws, codes and regulations;
• Analyze facts and make sound recommendations;
• Communicate clearly and concisely, both orally and in writing;
• Work with and control sensitive, confidential information;
• Use and operate a personal computer, software and peripheral equipment;
• Establish and maintain cooperative and effective relationships with those contacted during
the course of work.
EDUCATION AND EXPERIENCE
Any combination of education and experience that would likely produce the qualifying
..knowledge and ability. A typical combination is:
Education:
• Persons entering this position are required to be currently enrolled in an accredited college
or university, and within 24 months of appointment must obtain a Bachelor's degree.
Failure to obtain the degree, or sufficiently progress toward obtaining the degree, may result
in separation of employment.
L(perien ce:
+ Six months of administrative or analytical experience in a public agency.
11anagernent Analyst I
In addition to the requirements of Nfanagement Analyst Trainee:
Knowledgg of:
+ Principles and practices of budget preparation and administration;
r Principles and procedures of financial record keeping and reporting;
Technical report writing procedures and grant proposal development.
CITY 0: LODI Page 4 of 5
Management Analyst TraineeMI
Abilitv t
rte`
• Analyze problems, identify alternative solutions, project consequences of proposed actions
and implement recommendations in support of goals;
• Plan, initiate and complete work assignments with a minimum of direction;
• Prepare completed staff work for oral and written communications;
• Estimate and project revenues and expenditures.
Any combination of education and experience that would Iikely produce the qualifying
knowledge and ability. A typical combination is:
Education:
• Equivalent to a Bachelor's degree from an accredited college or university.
Experience:
• None
Nlanabement Analvst II
In addition to the requirements of Management Analyst 1:
I
'now1ed g of:
• Processes and structure of the City and the department assigned;
• Applicable Federal, State, local laws, codes and regulations;
• Principles of accounting in a municipal government.
'lits t
• Identify and respond to public and City Council issues and concerns;
• Interpret and apply Federal, State and local policies, procedures, laws and regulations.
EDUCATION AND EXPERIENCE
Any combination of education and experience that would likely produce the qualifying
knowledge and ability. A typical combination is:
Education:
• Equivalent to a Bachelor's degree fiom an accredited college or university.
CITY OF LODI Page 5 of 5
4fanagemmr Analyst TraineeaM
Experience:
• Two years of increasingly responsible administrative and analytical experience in a public
agency.
� � 1
• Possession of a valid Driver's License (Class C) issued from the California Department of
Motor Vehicles.
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