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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 ---------------------------------------------------------------- ---------------------------------------------------------------- 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. 0 sl 0