HomeMy WebLinkAboutAgenda Report - March 1, 2023 H-01CITY OF
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CALIFORNIA
AGENDA ITEM 14�1
COUNCIL COMMUNICATION
AGENDA TITLE: Adopt Resolution Approving 2022/23 Mid -Year Budget Adjustments; Approving
Classifications, Job Descriptions and Salary Ranges for New Assistant City Attorney,
Senior Electric Utility Business Analyst and Fleet Services Coordinator Positions
MEETING DATE: March 1, 2023
PREPARED BY: Budget Manager
RECOMMENDED ACTION: Adopt resolution approving 2022/23 mid -year budget adjustments;
approving classifications, job descriptions and salary ranges for new
Assistant City Attorney, Senior Electric Utility Business Analyst and Fleet
Services Coordinator positions
BACKGROUND INFORMATION: The City Council adopted the Fiscal Year 2022/23 Budget on June 1,
2022. The budget sets the priorities for funding services within the City of
Lodi for the fiscal year. A mid -year review of revenue and expenditure
projections was conducted and staff present the following recommended budget adjustments and staffing
changes.
General Fund Revenues:
General Fund revenues are coming in very close to original projections. The current revenue budget is
$74,823,100 with a mid -year revenue projection of $78,215,690 for a year end projection increase of
$3,392,590. Of this, $2,800,000 is an increase due to the recent natural gas power plant agreement. Staff will
be coming to Council at a later date for recommendations on utilizing this revenue stream. The remaining
$592,590 is projected in sales tax ($305,970), waste management franchise fees ($197,430) and state grants
($107,190).
General Fund Expenditures:
General Fund expenditures are projected on target. The current budget is $84,343,382 with projections
coming in at $84,264,090. No increases to budget is being requested. The Fire Department is requesting to
move funding for their radio encryption project to their equipment replacement fund with a net zero increase to
budget.
Electric Utility
Electric Utility is projecting a revenue increase of $1,387,970 of which $597,970 is additional work for other
departments, $400,000 in Cap and Trade auction revenue and $390,000 in power supply cost revenue. On
the expense side, power costs are estimated to be $2,925,660 over budget. The department is able to absorb
most of the increase in their current budget but will need an additional $76,050 budget adjustment. These
APPROVED: (Feb 11,1021 W 1 PST'
Stephen Schwabauer, City Manager
adjustments are listed on Exhibit A. Additionally, they are requesting $696,500 in capital projects and
equipment as indicted in Table 1 below:
Table 1
Electric Utility Capital Project & Equipment Requests:
Amount
Overhead maintenance CIP
500,000
Replace underground fault locator
30,000
EV charging project
120,000
Forklift
46,500
Total
696,500
Additional Mid -Year Adjustments
• Transit Fund: An adjustment of $33,420 in expenses for a grant received in the LCTOP program for student bus
fares and longer Saturday hours.
• Streets Fund: A change of $705,000 in funding sources for the Garfield St. Safe School route project from State
Bike Lane funds to Measure K funds.
• Capital Outlay Fund: $64,000 for a public safety backup generator.
• Equipment Replacement Fund: $87,650 for Fire radio encryption and $3,500 for replacement of Fire exercise
bicycle equipment
• Vehicle Replacement Fund: $35,000 for a Code Enforcement vehicle and $13,800 for Parks Division fleet
electrification master plan.
Personnel Adjustments
Staff is recommending the addition of 4 full time positions, the reclassification of 4 positions and the elimination
of one position as indicated below in Table 2:
Table 2
Position
Add/Reclass/Delete
Department
Annual Cost Mid -Year Est.
Assistant City Attorney
Add
City Attorney
276,950
59,850
Dispatch Supervisor
Add
Police
166,830
42,260
Police Officer
Add
Police
190,000
64,710
Reclass Sr. Administrative Clerk to Sr. Police
Reclass
Police
4,210
4,210
Reclass Payroll Technician to Sr Payroll Technician
Reclass
Internal Services
6,330
1,590
Substation Technician
Add
Electric Utility
246,230
56,460
Reclass Electric Utility Business Analyst to Sr. Electric
Utility Business Analyst
Reclass
Electric Utility
15,140
3,800
Reclass Service Writer to Fleet Services Coordinator
Reclass
Fleet Services
11,080
2,340
Eliminate Parts Clerk
Delete
Fleet Services
(89,190)
(17,770)
• Add (1) Assistant City Attorney — This position is being requested as workload in the City Attorney's office has
increased significantly over the past several years including increased complexities in law and additional efforts
for prosecution of Lodi Municipal Code violations. Additionally, this position will be tasked with code
enforcement issues, administrative and criminal proceedings. Below is the requested salary scale:
Title:
I Step 0
Step 11
Step 2 Step 31
Step 4
Assistant City Attorney
158,684.76
1 166,618.96
1 174,949.90 1 183,697.39
1 192,882.26
• Add (1) Dispatch Supervisor—this position was eliminated in FY 2012 as a cost savings measure. With the Police
being a 24/7 operation, this addition of a second supervisory position is needed for shift coverage, court cases,
jail operations and general workload duties.
• Add (1) Police Officer—this position is being requested for added patrol coverage and minimum staffing needs.
■ Reclass Senior Administrative Clerk to Senior Police Administrative Clerk — the incumbent has been performing
higher level duties for the past several years. This reclassification provides compensation that is commensurate
with the duties being performed. The reclassification would be effective as of August 18, 2022 which is the date
the employee requested the reclassification of their position.
• Reclass Payroll Technician to Sr. Payroll Technician —this reclassification addresses the compensation for duties
performed by the Payroll Technician that are of the higher classification. Payroll is staffed by two positions that
equally share in the complex duties. This request brings the positions into equity.
• Add (1) Substation Technician —the addition of this full-time position is part of an overall strategy as it relates to
succession planning in the Electric Utility's Technical Services Division. It is critical that the utility maintains
sufficient qualified staff to operate and maintain the utility's most critical assets including electric distribtuion
system substations.
• Reclass Electric Utility Business Analyst to Sr. Electric Utility Business Analyst—this postion provides higher level
technical duties and day-to-day operations for management of the department's administrative staff than when
the position was initial created in 2018. This reclass addresses compensation commensurate with the duties
being performed. The proposed new classification is 10% above the current scale as follows:
Title:
I Step 01
Step 1
1Step 21
Step 31
Step 4
Sr. Electric Utility Business Analyst
1 100,027.59
1 105,029.27
1 110,280.75
1 115,794.80
1 121,584.52
• Reclass Service Writer to Fleet Services Coordinator — the duties of the Service Writes and Parts Clerk have been
combined with the recent retirement of the Parts Clerk. This reclassification addresses compensation for the
added dutes. The proposed salary scale is 15% above the Service Writer position and is as follows:
Title:
I Step 01
Step 11
Step 21
Step 3
Step 4
Fleet Services Coordinator
1 54,111.32
1 56,816.83
1 59,657.64
1 62,640.68 J
65,772.71
• Eliminate (1) Parts Clerk—the duties of this position are being combined with the proposed Fleet Services
Coodinator. This vacant position would no longer be needed. Elimination of the position would save the
department approximately $89,190 annually.
Exhibit A, attached to this report, specifies the line item budget adjustments needed for all the above
recommended mid -year adjustments.
FISCAL IMPACT: Revenue and expenditure budget adjustments per Exhibit A to address staff
recommendations.
o Xe,p
Andrew Keys
Deputy City Manager/Internal Services Director
Exhibit A
Mid -Year Adjustments
FY 2022-23
Current Mid -Year Revised
Account Number Account Description Budget Adjustment Budget
100 -103 General Fund
Revenue Adjustment
10030001.56422
10050001.56005
10095000.51031
10095000.51051
10395000.51031
Total Revenue Adjustments
Expense Adjustment
10015000.71001
10031004.71001
10031004.72359
10032000.71001
10041000.72359
10041000.76220
Total Expense Adjustments
Mid -Year Ammendments
Police State Safety Grant
$
$
$
16,000
$
16,000
State Grants
$
$ 1,801,960
$
91,190
$
91,190
Sales & Use Tax
$
16,651,000
$
240,970
$
16,891,970
Waste Removal Francise
$
1,308,790
$
179,430
$
1,488,220
Sales & Use Tax
$
9,118,800
$
65,000
$
9,183,800
$ 9,975,329
$
27,078,590
$
592,590
$
27,671,180
Regular Employee Salary
Regular Employee Salary
Small Tools and Equipment
Regular Employee Salary
Small Tools and Equipment
Transfer Out
301-307 Streets
Expense Adjustment
30399000.77020 Capital
30999000.77020 Capital
Total Expense Adjustments
500 -508 Electric Utility
Revenue Adjustment
50000000.55301
50000000.55302
50000000.58801
50000000.58809
50000000.58817
50800000.59541
Total Revenue Adjustments
Expense Adjustment
50060001.71001
50060500.72901
50061000.71001
50064100.71001
50064100.71188
50064200.71001
50064400.72360
50465100.72920
50199000.77020
50199000.77030
50199000.77040
Total Expense Adjustments
Work for Others
Work for City
EA Energy Cost Adjustment
G2 Energy Cost Adjustment
11 Energy Cost Adjustment
Greenhouse Gas
Regular Employee Salary
Generation
Regular Employee Salary
Regular Employee Salary
Personnel Transfer Recovery
Regular Employee Salary
M ete rs
Public Benefits Program
Capital
Machinery and Equipment
Vehicles
$
425,980
$
59,850
$ 485,830
$
1,769,700
$
32,260
$ 1,801,960
$
8,500
$
10,000
$ 18,500
$
7,177,030
$
34,000
$ 7,211,030
$
119,050
$
(87,650)
$ 31,400
$
105,000
$
87,650
$ 192,650
$
9,605,260
$
136,110
$ 9,741,370
$ 1,708,600 $ 705,000 $ 2,413,600
$ 705,000 $ (705,000) $ -
$ 2,413,600 $ $ 2,413,600
497,000
$
500,000
$
997,000
108,850
$
97,970
$
206,820
5,283,200
$
150,000
$
5,433,200
4,006,850
$
140,000
$
4,146,850
1,666,170
$
100,000
$
1,766,170
2,595,400
$
400,000
$
2,995,400
$ 14,157,470
$
1,387,970
$
15,545,440
$
851,150
$ 3,800
$ 854,950
$
31,958,320
$ 2,925,660
$ 34,883,980
$
710,280
$ (190,000)
$ 520,280
$
2,262,960
$ (380,000)
$ 1,882,960
$
(1,000,700)
$ (1,741,140)
$ (2,741,840)
$
700,470
$ 56,460
$ 756,930
$
375,000
$ (42,740)
$ 332,260
$
995,730
$ (495,730)
$ 500,000
$
9,475,329
$ 500,000
$ 9,975,329
$
152,000
$ 150,000
$ 302,000
$
2,065,626
$ 46,500
$ 2,112,126
$
48,546,165
$ 832,810
$ 49,378,975
600 Transit
Expense Adjustment
60454108.72499 Misc. Contract Services $ 122,440 $ 33,420 $ 155,860
Total Expense Adjustments $ 122,440 $ 33,420 $ 155,860
Page 1 of 2
Exhibit A
Mid -Year Adjustments
FY 2022-23
Current Mid -Year Revised
Account Number Account Description Budget Adjustment Budget
Mid -Year Ammendments
641-648 Vehicle and Equipment Replacement
Revenue Adjustment
64102000.50001 Transfer In
64800000.50001 Transfer In
Total Revenue Adjustments
Expense Adjustment
$ 105,000 $ 87,650 $ 192,650
$ $ 35,000 $ 35,000
$ $ 122,650 $ 227,650
64102000.77030
Machinery and Equipment
$
$
91,150
$
91,150
64399100.76220
Transfer Out
$
$
35,000
$
35,000
64799100.72450
Professional Services
$
$
13,800
$
13,800
64899100.77040
Vehicles
$
$
35,000
$
35,000
Total Expense Adjustments
$
$
174,950
$
174,950
Page 2 of 2
CITY OF LODI
ASSISTANT CITY ATTORNEY
Exhibit B
MARCH 2023
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
Under administrative direction of the City Attorney, the Assistant City Attorney is fully
experienced in civil and public agency law and provides a wide range of professional
legal services to the City Council, the Risk Division of the City Attorney's Office, City
departments, and various boards and commissions; performs highly complex legal work
related to municipal government operations; conducts research, advises City officials
and departments, prepares opinions and reports, and represents the City in a variety of
litigation; performs related work as assigned by the City Attorney.
SUPERVISION RECEIVED AND EXERCISED
Receives administrative direction from the City Attorney. Provides supervision and
direction to lower lever staff. This position may be assigned overall administrative
responsibility of the Department in the absence of the City Attorney.
EXAMPLES OR DUTIES
Duties may include, but are not limited to, the following:
Assists the City Attorney in planning, organizing, and directing the activities of the City
Attorney's office, including developing, planning and implementing Department goals,
objectives, policies, and procedures; Assist in the preparation of the City Attorney
Office's budget;
Monitors legal developments, including proposed legislation and court decisions;
evaluates impact on City operations and recommends appropriate action; advises City
departments concerning the respective duties, powers, functions and obligations;
Prepares, researches, drafts and reviews
leases and other legal documents and
acceptability when presented to the City
agency;
ordinances, resolutions, contracts, deeds,
instruments; offers opinion as to legal
for consideration by an outside agent or
Investigates and prepares reports on claims and complaints against the City; makes
tentative decisions concerning advisability to prosecute, compromise, or dismiss
litigation and discusses recommendations and potential problems with the City Attorney;
Represents the City in court cases and hearings encompassing a wide variety of civil
and criminal subject matters, including all phases of pretrial, trial, and appellate work;
Attends meetings of City boards and commissions as assigned; represents the City in
administrative hearings before City boards and commissions, and state and federal
agencies; May attend City Council meetings and serve as City Attorney in their
absence;
Advises the City on employee relations, discipline, and labor relations matters;
Researches, prepares, and presents technical and administrative reports and studies;
Maintains records and compiles reports of work performed; prepares written
correspondence;
Serves as Acting City Attorney as required;
Performs related and relevant work as assigned by the City Attorney; Interacts with City
staff and may manage outside counsel;
Builds and maintains positive working relationships with co-workers, other City
employees, and the public using principles of good customer service;
Performs other duties related to the operation of the Department and the City, including
additional duties that enable the Department and City to meet the diverse needs of its
community.
MINIMUM QUALIFICATIONS
Knowledge of:
Advanced principles and procedures of civil law, particularly as they relate to municipal
government and may include, but not be limited to, The Brown Act, Political Reform
Practices Act; Public Records Act, Callifornia Claims Act, land use, CEQA, public
contracting, personnel, labor, workers compensation, and tort law;
Ordinances, statutes, and court decisions; state and federal laws applicable to
municipalities and public bodies;
Principles, methods and techniques of legal research and investigation; judicial
procedures and rules of evidence; pleading and practice and effective techniques in the
presentation of court cases;
Responsibilities and obligations of public officials and administrative agencies;
Municipal government organizational structure and functional responsibilities; state and
federal laws and constitutional provisions affecting municipal operations.
Ability to:
Define issues, performing legal research, analyzing problems, evaluate alternatives in
making sound recommendations; interpret state and federal laws and constitutional
provisions affecting municipal operations;
Exercise sound and independent judgement within general policy guidelines and legal
parameters; present statements of fact, law, and argument clearly and logically;
exercise tact and discretion where appropriate;
Represent the City effectively in hearings, courts of law, and meetings with others;
prosecute the most difficult legal cases;
Become knowledgeable of the City's policies and procedures such as the Municipal
Code, Zoning Code, Building Code, Personnel Rules, and other City codes, laws,
policies and procedures and apply them to resolve problems and/or answer questions;
Advise the City on employee relations, discipline, and labor relations matters;
Prepare clear, concise, and legally sufficient resolutions, ordinances, contracts, leases,
permits, reports, correspondence, and other written materials;
Establish and maintain effective working relationships with those contacted in the
course of work.
EDUCATION AND EXPERIENCE
Any combination equivalent to experience and education that would likely provide the
required knowledge and abilities would be qualifying. A typical combination is:
Education:
A Juris Doctorate degree from a law school accredited by the American Bar Association
or the California Bar Association.
Experience:
Five (5) years increasingly responsible experience in the practice of civil or municipal
law; prior civil litigation experience is preferred.
LICENSES AND CERTIFICATES
Possession of an appropriate, valid Driver's License from the California Department of
Motor Vehicles. Must be a current member in good standing of the California State Bar
Association.
WORKING CONDITIONS
Environmental Conditions:
Mental and/or physical ability to work in a standard office environment with extensive
public contact; incumbents must be willing and able to work the hours necessary to
accomplish the job requirements including working irregular hours, attend evening
meetings, and travel to attend classes, meetings and/or seminars.
Physical
Functions may require maintaining physical condition necessary to see well enough to
read, write and make observations, operate vehicles; hear well enough to converse on
the telephone and in person; bodily mobility to occasionally walk, bend, kneel, reach,
stand, crouch or climb; operate assigned office equipment requiring repetitive hand
movement and fine coordination including use of a computer keyboard; to verbally
communicate to exchange information. Required to occasionally work nights and
weekends.
*FLSA Status: EXEMPT
CITY OF LODI
SENIOR ELECTRIC UTILITY BUSINESS ANALYST
Exhibit C
MARCH 2023
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.
r)FFINITIOKI
Performs highly complex, comprehensive analytical work in support of a variety of Electric
Utility projects and programs, for both internal and external customers; conducts detailed
financial and system data analysis; participates in special studies in support of Electric
Utility business; exhibits excellent judgment and decision-making regarding policies and
procedures; collaborates with management and co-workers in providing consultation
services in areas of Electric Utility expertise; and other related duties, as required.
SUPERVISION EXERCISED AND RECEIVED
Receives general direction from higher-level personnel. Exercises direct supervision over
assigned staff.
EXAMPLES OF DUTIES
Duties may include, but are not limited to the following:
Gather, compile, tabulate, analyze, and report statistical Electric Utility meter and
customer billing/usage information for use by internal and external customers;
Perform quantitative analysis of customer load and generation data to validate data
received from multiple sources, determine usage trends, and identify and resolve
variances;
Work with metering and billing personnel, as needed, to calculate customer account
corrections and backbills;
Assist with review and confirmation of calculations associated with monthly large
industrial bill batch processing and customer self -generation;
Perform the validation and auditing of customer rate class assignments and recommend
re -assignment in accordance with approved rate tariffs;
Maintain current electric rates in the billing system in accordance with City Council
approved changes, seasonal changes, and special tariff conditions;
Support staff with regard to City's metering systems, and work closely with Information
Services and other personnel to identify, analyze, and resolve communication and data
problems; Work closely with Information Technology Division and other personnel to
identify, analyze and resolve communication and data problems pertaining to the City's
metering systems;
Serve as project manager to manage, implement, and maintain any data management
systems that support utility operations;
Assist in budget forecasting/preparation and data collection related to fixed assets and
financial reports;
Develop, update, and analyze, through electronic models, current and projected retail
sales revenue, rate adjustments, operating costs, and capital improvement program
activities;
Design, implement, modify, and manage databases used to input and extract data and
prepare regular and/or custom reports;
Design, upgrade, and ensure successful migration to and from various computer
programs; update data and ensure maintenance of accurate data;
Research and compile data related to other electric utility competitors and prepare related
reports;
Assist with preparation and implementation of Electric Utility contracts;
Provide day-to-day support to other divisions regarding rates, data gathering and
analysis, budgeting, and project management;
Participate in and/or manage special projects, as assigned;
Monitor and oversee Department clerical functions including work flow processing,
development and implementation of Department policies and procedures, process
improvements, social media/website content and development, and Department payroll
processing;
Assist in the selection of assigned staff; plan, organize, schedule, train, direct, review and
evaluate the work of assigned staff; assign work activities, projects and programs;
monitors work flow; coaches employees on performance deficiencies and implements
disciplinary action as needed;
Build and maintain positive professional working relationships with co-workers, other City
employees, outside agencies, and the public using principles of good customer service;
and
Performs other duties related to the operation of the department and the City including
additional duties that enable the department and City to meet the diverse needs of its
community.
MINIMUM QUALIFICATIONS
Knowledge of:
Quantitative analysis, including technical, statistical, and financial, as it relates to electric
utility data;
Mathematics, statistical, financial and accounting methods for revenue, cost and rate
analysis, and methods of graphic presentation;
Working knowledge of SQL and data management, including database and spreadsheet
applications, with the ability to use complex models and specialized computer
applications;
Research techniques and documentation methods;
Principles and practices associated with the collection of Electric Utility meter and
customer data;
Principles and practices of budget and financial planning in addition to project
development and management;
Technical report writing procedures and techniques;
Customer Information Systems (CIS), AS400, and other related software applications;
Basic payroll functions include the Fair Labor Standards Act (FLSA);
Principles and practices of management and leadership; principles of personnel
administration, supervision and training;
Applicable Federal, State, local laws, codes and regulations; and
Thorough knowledge specific to the area of assignment is required.
Ability to:
Plan, initiate, and complete work assignments with a minimum of direction; analyze
administrative problems, evaluating alternatives, and make creative recommendations;
assume control of a project and make sound recommendations; properly interpret and
make decisions in accordance with laws, regulations and policies; prepare and write
complete and accurate reports;
Select, supervise, train, and evaluate staff; establish work priorities and communicate
strategic direction to staff;
Perform complex professional and analytical work in support of a variety of Electric Utility
projects and programs, especially as it relates to customer information services;
Identify and interpret technical and numerical information;
Observe and analyze problems; evaluate alternatives and make recommendations in
accordance with regulations, operational and technical policies and procedures;
Create and use database models and computer applications to analyze large, complex
sets of data;
Summarize and interpret large, complex sets of data, and prepare and present clear and
concise reports;
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;
Work with and control sensitive, confidential information;
Sit at a desk for long periods of time and travel to out-of-town meetings, occasionally with
overnight stays; and
Communicate clearly and concisely, both orally and in writing, prepare and present oral
and written reports.
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,
computer science, mathematics, or a related field.
Experience:
Five (5) years of full-time professional work experience with increased responsibilities
involving multiple facets of: electric utility rates and business practices; automated electric
utility billing operation system and AMI/AMR which included technology systems
coordination and working with databases, spreadsheets, and other software applications
as it relates to data compilation and analysis for a public agency. Two years of which
included supervision. Knowledge of Tyler/Munis, Electric Utility billing and metering is
highly desirable.
LICENSES AND CERTIFICATES
Possession of a valid Class C 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
Exhibit D
CITY OF LODI JULY 2015
Amended and Retitled March 2023
FLEET SERVICES COORDINATOR
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
Under general supervision, to perform public contact and customer service work over
the telephone and at a customer counter; serve as a liaison between the customer and
the service technician; and to perform general clerical work in receiving and processing
requests for automotive and heavy equipment repair and maintenance; and to order
receive, distribute and stock vehicle and equipment parts, accessories, supplies, special
tools used in the maintenance, service and repair of City vehicles and heavy equipment,
and other related supplies.
SUPERVISION EXERCISED AND RECEIVED
General supervision is provided by higher level personnel.
EXAMPLES OF DUTIES
Duties include, but are not limited to, the following:
Ascertains automotive problems and services by listening to customer's description of
symptoms; clarifying description of problems; conducting inspections; checking vehicle
maintenance records; pick up and deliver vehicles;
Issues routine work orders to equipment mechanics with direction from higher level
personnel by describing symptoms, problems, and causes discovered, as well as
repairs and services required; obtaining approval signatures; may issue parts to
equipment mechanics; reviews work orders for complete and accurate information;
records repairs made and service rendered, time, and parts used; and notifies
customers upon completion of work;
Orders, receives, distributes and stocks vehicle and equipment parts, fuel and oil
supplies, accessories and special tools used in the maintenance, service and repair of
City vehicles and heavy equipment; and ensures minimum supply levels on the basis of
operational needs;
Performs inventory counts and assists in reconciliation; Initiates actions to re -order
stock material items when items reach a designated reorder point; Identifies various
inventory transactions and relationships to inventory management; Enters inventory
counts into computerized inventory system; Applies FIFO (first in first out) theory to
inventory items; Prepare inventory reports for Fleet Division;
FLSA Status: Non -Exempt
CITY OF LODI Page 2 of 4
Fleet Services Coordinator
Inspects parts, supplies and equipment for quality, quantity and correctness; verifies
and checks items received against parts catalog and manufacturer's identification,
model or parts number;
Researches and locates sources for standard and non-standard parts or special tools;
determines feasibility of substituting parts;
Processes requisitions and invoices for parts, materials, or vendor services associated
with each work order; processes invoices for payment through computerized accounting
system;
Enters vehicle maintenance and service data using various computer programs;
Receives and responds to customer inquiries; refers customers to appropriate persons
regarding services; provides follow-up on inquiries from customers; and refers or assists
in the resolution of problems;
Schedules and coordinates preventive maintenance, repair, and verifies warranty and
service contract coverage by examining records and papers; explaining provisions and
exclusions;
Picks up or receives parts from vendors; and may identify and locate appropriate parts,
determines prices, prepares requisitions;
Contacts outside service providers for road calls, repairing, and towing; monitors
warranties on vehicles and equipment;
Prepares monthly reports on repair services and charges; maintains manual and
electronic records;
Provides exceptional customer service to those contacted in the course of work;
Other related duties may also be performed; not all duties listed are necessarily
performed by each individual holding this classification.
MINIMUM QUALIFICATIONS
Knowledge of:
Basic automotive and heavy equipment parts; automotive repair; Parts, tools and
equipment used in the maintenance and repair of gasoline and diesel powered vehicles
and equipment;
Shop related safety principles and practices;
Principles and practices of purchasing, stock and inventory control;
CITY OF LODI
Fleet Services Coordinator
English usage, spelling, grammar, and punctuation;
Proper public and telephone contact practices;
Page 3 of 4
Modern office practices, procedures and equipment, including filing systems;
Basic computer operations, including computer software applications and other
specialized business applications;
Standard arithmetic including addition, subtraction, multiplication, and division; standard
units of weights and measures;
Utilizing written and verbal communication in preparing work orders and reports;
Utilizing a variety of computer software programs, including skill in maintaining
electronic files, retrieving and researching information from electronic files and
databases;
Utilizing customer service techniques when responding to inquiries and
complaints.
Ability to:
Perform heavy manual work in lifting and moving stock.
Complete required OSHA/Safety training as required.
Order and identify parts necessary for repairs.
Handle multiple tasks simultaneously.
Maintain accurate files and records.
Compile and maintain data in manual and/or computerized systems.
Correctly use standard principles of weights, measurements, and arithmetic.
Establish and maintain cooperative and effective working relationships with those
contacted in the course of work.
Follow oral and written directions.
Interact positively and continuously with the community.
Understand and apply laws, polices, rules and regulations.
CITY OF LODI Page 4 of 4
Fleet Services Coordinator
Maintain a professional attitude and appearance, ability to work in a team environment.
EDUCATION AND EXPERIENCE
Any combination of experience and education that would likely produce the qualifying
knowledge and ability. A typical combination is:
Education:
Equivalent to the completion of high school or GED.
Experience:
Two years of responsible work experience performing customer service or general
clerical duties in an automotive repair facility or automotive parts store including one
year of experience with computerized record keeping and inventory management
systems for automotive parts.
LICENSES AND CERTIFICATES
Possession of a valid Driver's License (Class C) issued from the California Department
of Motor Vehicles.
WORKING CONDITIONS
Environmental Conditions- Exposure to a variety of weather conditions, heavy
equipment, traffic, dust, noxious fumes and noise. Exposure to general office equipment
and noise.
Physical Conditions- Essential and marginal functions require maintaining physical
conditions necessary for standing, walking, sitting, driving, carrying, pushing, climbing,
bending at waist, stooping, crouching, reaching, kneeling, crawling, hearing, sense of
smell and sense of touch, lifting and pulling up to 60 pounds
*FLSA Status: NON-EXEMPT
** previous title Service Writer and Parts Coordinator merged into one classification
Capital Improvement Program - Maintenance
FY 2022-2023
Maintenance Project Title: 12 kV Overhead Maintenance
I Munis Project Code: EUCP-21002
#43
Section I:Description District Nos:
Citywide Project Length Ongoing Priority
High
Maintenance and improvements associated with the 12 kV overhead distribution system.
Justification/factor driving project
These ongoing efforts include replacement of annealed copper conductors with aluminum conductor steel reinforced (ACSR). Whereas copper is notoriously brittle and prone to breakage
with age, ACSR offers optimal strength for ovehead line design. Additional activities include replacement of poles, transformers, switches, and/or capacitor banks as needed as well as
inspection of overhead infrastrucutre, and pole test, treat and stubbing efforts.
Additional Information
As of FY 22 midyear review, FY 21 actuals have been updated as well as the the FY 22 budget to include previous year rollover and current/anticipated spending levels. Future year
budgets will be updated as part of the FY 23 budget planning process. FY 22/23 budget amended at midyear to add $500K for additional overhead reconductor work associated with
Section II
Estimated Project Costs
Expenditure
Internal Staff
Miscellaneous
Prior Years
FY 21122 FY 22123
Estimate Budget
FY 23124 FY 24125 FY 25126
$ 458,200 $ 108,200 $ 83,200
FY 26127
Future Yrs
Total
$ 286,874
$ 283,823
$ 307,309
$ -
$ 644,116 $ 776,200
$ 83,200
$
2,356,790
$ 394,805 $ 475,800
$ 293,800 $ 143,800 $ 68,800
$ 68,800
$
1,660,828
Contracts
Total Capital Costs
$ 11,853 $ 25,000
$ 25,000 $ 25,000 $ 25,000
$ 25,000
$
419,162
$ 777,000 $ 277,000 $ 177,000
$ 177,000
$ -
$
-
$ 878,006
$ 1,050,774 $ 1,277,000
$
4,436,780
Section III
Funding Sources/Methods of Financing
Funding Source(s) Prior Years
501 - EU Outlay Capital Reserve Fund $ 878,006
$ -
Total Project Financing $ 878,006
FY 21122
Estimate
FY 22123
Budget
$ 1,277,000
FY 23124 FY 24125 FY 25126 FY 26127 Future Yrs
1
$ 777,000 $ 277,000 $ 177,000 $ 177,000
$
Total
4,436,780
$ 1,050,774
$
-
$ 1,050,774
$ 1,277,000 $ 777,000 $ 277,000 $ 177,000 $ 177,000 $ - $
4,436,780
Capital Improvement Plan
FY 2021-2022
Project Title: Garfield Street Safe Route to Sc
Munis Project Code: PWST-22001 #175
Section I: Description District Nos: 4 Project Length Priority
This proejct will install new curb, gutter, sidewalk, wheelchair ramps, and other incidental and related improvements on Garfield Street.
Justification/factor driving project
This is a project funded by ATP grant and be mostly paid for the grant.
Additional Information
When this CIP was originally budgeted in FY 21/22 the funding was listed as 309 -State Bike Lane Fund. This project was actually funded 88% by a Measure K grant and matched with
local Measure K maintenance funds, all of the budget should have been appropriated in the 303 -Measure K fund.
Section II: Estimated Project Costs
Expenditure Prior Years FY 21122 FY 22123
Estimate Budget
Internal Staff $ $ 65,000
Contracts $ $ 735,000 _
$
$
$_
Total Capital Costs $ - $ 800,000 $ -
FY 23124
FY 24125
FY 25126 FY 25126 FY 26127 Future Yrs Total
$ 65,000
$ 735,000
$ -
$ -
$ -
$ - $ - $ - $ - $ 800,000
$ -
$ -
Section III: Funding Sources/Methods of Financing
Funding Source(s) Prior Years FY 21122 FY 22123
Estimate Budget
303 - Measure K Fund $ $ 800,000
Total Project Financing $ - $ 800,000 $ -
FY 23124
FY 24125 FY 25126
FY 25126 FY 26127
Future Yrs Total
$ 800,000
$ - $ 800,000
$ -
$ - $ -
$ - $ -
Capital Improvement Plan
FY 2022-2023
Project Title: Public Safety Network
- Generator
Munis Project Code:
CIP List Proj #
Section I: Description
District Nos:
4 Project Length Priority
High
Backup generator for Public Safety radio network secondary site at City Water Tower.
Justification/factor driving project
The public safety radio network is used by Police and Fire departments. It is considered to be critical infrastructure and needs to be online at all times.
Additional Information
Section II: Estimated Proje
Expenditure Prior Years
Contracts $ -
FY 21122
Estimate
FY 22123 FY 23124
Budget
$ 64,000
FY 24125 FY 25126
FY 26127 Future Yrs
$
Total
64,000
$ -
Total Capital Costs $ -
$ - $ 64,000 $ - $ T-$ -
$-
$ - $ - $
64,000
Section III: Funding Sourc(
Funding Source(s) Prior Years
431 - Capital Outlay/General $ -
FY 21122
Estimate
FY 22123 FY 23124
Budget
$ 64,000
FY 24125 FY 25126
FY 26127 Future Yrs
$
Total
64,000
Total Project Financing $ -
$ -
$ 64,000 $ -
$ - $ -
$ - $ -
$
64,000
RESOLUTION NO. 2023-47
A RESOLUTION OF THE LODI CITY COUNCIL AMENDING THE CITY OF
LODI FISCAL YEAR 2022-23 BUDGET; APPROVING THE ADDITION OF ONE
ASSISTANT CITY ATTORNEY AND APPROVING THE JOB DESCRIPTION
AND SALARY SCALE; ONE DISPATCH SUPERVISOR; ONE POLICE
OFFICER; ONE SUBSTATION TECHNICIAN; RECLASS OF ONE PAYROLL
TECHNICIAN TO SENIOR PAYROLL TECHNICIAN; RECLASS OF ONE
SENIOR ADMINISTRATIVE CLERK TO SENIOR POLICE ADMINISTRATIVE
CLERK; RECLASS OF ONE ELECTRIC UTILITY BUSINESS ANALYST TO
SENIOR ELECTRIC UTILITY BUSINESS ANALYST AND APPROVING THE
JOB DESCRIPTION AND SALARY SCALE; RECLASS OF SERVICE WRITER
TO FLEET SERVICES COORDINATOR AND APPROVING THE JOB
DESCRIPTION AND SALARY SCALE; AND ELIMINATING ONE
PARTS CLERK POSITION
WHEREAS, the City Council adopted the Fiscal Year 2022/23 Budget on June 1, 2022;
and
WHEREAS, the 2022/23 Financial Plan and Budget was prepared in accordance with the
City Council's goals, budget assumptions, and policies; and
WHEREAS, the budget resolution requires a mid -year update which was presented to City
Council at its regularly -scheduled meeting on March 1, 2023 and
WHEREAS, revisions to the budget are necessary to address circumstances unknown at
the time of the budget adoption.
NOW, THEREFORE BE IT RESOLVED that the City Council of the City of Lodi approves:
1) All budget amendments to Fiscal Year 2022/23 Budget as outlined on Exhibit A;
2) The addition of one Assistant City Attorney, approving the job specification attached
as Exhibit B and approving the salary scale as follows:
3) The addition of one Dispatch Supervisor;
4) The addition of one Police Officer;
5) The reclass of one Senior Administrative Clerk to Senior Police Administrative Clerk;
6) The reclass of one Payroll Technician to Senior Payroll Technician;
7) The addition of one Substation Technician;
8) The reclass of one Electric Utility Business Analyst to Senior Electric Utility Business
Analyst, approving the job specification attached as Exhibit C and approving the
salary scale as follows:
Title:
I Step 01
Step 11 Step 2 Step 3 Step 4
Step 21
Step 31
Assistant City Attorney
1 158,684.76
1 166,618.96 1174,949.90 1 183,697.39 192,882.26
i 100,027.59 1
3) The addition of one Dispatch Supervisor;
4) The addition of one Police Officer;
5) The reclass of one Senior Administrative Clerk to Senior Police Administrative Clerk;
6) The reclass of one Payroll Technician to Senior Payroll Technician;
7) The addition of one Substation Technician;
8) The reclass of one Electric Utility Business Analyst to Senior Electric Utility Business
Analyst, approving the job specification attached as Exhibit C and approving the
salary scale as follows:
9) The reclass of one Service Writer to Fleet Services Coordinator, approving the job
specification attached as Exhibit D and approving the salary scale as follows:
Title:
Title:
Step 01
Step 11
Step 21
Step 31
Step 4
1 54,111.32 1
Sr. Electric Utility Business Analyst
i 100,027.59 1
105,029.27 1110,280.75
1 65,772.71
1 115,794.80 1
121,584.52
9) The reclass of one Service Writer to Fleet Services Coordinator, approving the job
specification attached as Exhibit D and approving the salary scale as follows:
Title:
I Step 01
Step 11
Step 21
Step 31
Step 4
Fleet Services Coordinator
1 54,111.32 1
56,816.83
1 59,657.64 1
62,640.68
1 65,772.71
10) The elimination of one Parts Clerk position; and
BE IT FURTHER RESOLVED, pursuant to Section 6.3q of the City Council Protocol
Manual (Res. No. 2019-223), the City Attorney is hereby authorized to make minor revisions to
the above -referenced document(s) that do not alter the compensation or term, and to make
clerical corrections as necessary.
Dated: March 1, 2023
I hereby certify that Resolution No. 2023-47 was passed and adopted by the City Council
of the City of Lodi in a regular meeting held March 1, 2023 by the following vote:
AYES: COUNCIL MEMBERS — Bregman, Craig, Nakanishi, and Mayor Hothi
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — None
ABSTAIN: COUNCIL MEMBERS — None
OLIVIA NASHED
City Clerk
2023-47
Exhibit A
Mid -Year Adjustments
FY 2022-23
Account Number
Account Description
Current
Budget
Mid -Year
Adjustment
Revised
Budget
Mid -Year Ammendments
100 -103 General Fund
Revenue Adjustment
10030001.56422
Police State Safety Grant
$
$ 16,000
$ 16,000
10050001.56005
State Grants
$
$ 91,190
$ 91,190
10095000.51031
Sales & Use Tax
$ 16,651,000
$ 240,970
$ 16,891,970
10095000.51051
Waste Removal Francise
$ 1,308,790
$ 179,430
$ 1,488,220
10395000.51031
Sales & Use Tax
$ 9,118,800
$ 65,000
$ 9,183,800
Total Revenue Adjustments
$ 27,078,590
$ 592,590
$ 27,671,180
Expense Adjustment
10015000.71001
Regular Employee Salary
$ 425,980
$ 59,850
$ 485,830
10031004.71001
Regular Employee Salary
$ 1,769,700
$ 32,260
$ 1,801,960
10031004.72359
Small Tools and Equipment
$ 8,500
$ 10,000
$ 18,500
10032000.71001
Regular Employee Salary
$ 7,177,030
$ 34,000
$ 7,211,030
10041000.72359
Small Tools and Equipment
$ 119,050
$ (87,650)
$ 31,400
10041000.76220
Transfer Out
$ 105,000
$ 87,650
$ 192,650
Total Expense Adjustments
$ 9,605,260
$ 136,110
$ 9,741,370
301-307 Streets
Expense Adjustment
30399000.77020
Capital
$ 1,708,600
$ 705,000
$ 2,413,600
30999000.77020
Capital
$ 705,000
$ (705,000)
$ -
Total Expense Adjustments
$ 2,413,600
$
$ 2,413,600
500 -508 Electric Utility
Revenue Adjustment
50000000.55301
Work for Others
497,000
$ 500,000
$ 997,000
50000000.55302
Work for City
108,850
$ 97,970
$ 206,820
50000000.58801
EA Energy Cost Adjustment
5,283,200
$ 150,000
$ 5,433,200
50000000.58809
G2 Energy Cost Adjustment
4,006,850
$ 140,000
$ 4,146,850
50000000.58817
11 Energy Cost Adjustment
1,666,170
$ 100,000
$ 1,766,170
50800000.59541
Greenhouse Gas
2,595,400
$ 400,000
$ 2,995,400
Total Revenue Adjustments
$ 14,157,470
$ 1,387,970
$ 15,545,440
Expense Adjustment
50060001.71001
Regular Employee Salary
$ 851,150
$ 3,800
$ 854,950
50060500.72901
Generation
$ 31,958,320
$ 2,925,660
$ 34,883,980
50061000.71001
Regular Employee Salary
$ 710,280
$ (190,000)
$ 520,280
50064100.71001
Regular Employee Salary
$ 2,262,960
$ (380,000)
$ 1,882,960
50064100.71188
Personnel Transfer Recovery
$ (1,000,700)
$ (1,741,140)
$ (2,741,840)
50064200.71001
Regular Employee Salary
$ 700,470
$ 56,460
$ 756,930
50064400.72360
Meters
$ 375,000
$ (42,740)
$ 332,260
50465100.72920
Public Benefits Program
$ 995,730
$ (495,730)
$ 500,000
50199000.77020
Capital
$ 9,475,329
$ 500,000
$ 9,975,329
50199000.77030
Machinery and Equipment
$ 152,000
$ 150,000
$ 302,000
50199000.77040
Vehicles
$ 2,065,626
$ 46,500
$ 2,112,126
Total Expense Adjustments
$ 48,546,165
$ 832,810
$ 49,378,975
600 Transit
Expense Adjustment
60454108.72499 Misc. Contract Services $ 122,440 $ 33,420 $ 155,860
Total Expense Adjustments $ 122,440 $ 33,420 $ 155,860
Page 1 of 2
Exhibit A
Mid -Year Adjustments
FY 2022-23
Account Number
Account Description
Current
Budget
Mid -Year
Adjustment
Revised
Budget
Mid -Year Ammendments
641-648 Vehicle and Equipment Replacement
Revenue Adjustment
64102000.50001
Transfer In
$
105,000 $
87,650
$ 192,650
64800000.50001
Transfer In
$
- $
35,000
$ 35,000
Total Revenue Adjustments
$
$
122,650
$ 227,650
Expense Adjustment
64102000.77030
Machinery and Equipment
$
$
91,150
$ 91,150
64399100.76220
Transfer Out
$
$
35,000
$ 35,000
64799100.72450
Professional Services
$
$
13,800
$ 13,800
64899100.77040
Vehicles
$
$
35,000
$ 35,000
Total Expense Adjustments
$
$
174,950
$ 174,950
Page 2 of 2
CITY OF LODI
ASSISTANT CITY ATTORNEY
Exhibit B
MARCH 2023
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
Under administrative direction of the City Attorney, the Assistant City Attorney is fully
experienced in civil and public agency law and provides a wide range of professional
legal services to the City Council, the Risk Division of the City Attorney's Office, City
departments, and various boards and commissions; performs highly complex legal work
related to municipal government operations; conducts research, advises City officials
and departments, prepares opinions and reports, and represents the City in a variety of
litigation; performs related work as assigned by the City Attorney.
SUPERVISION RECEIVED AND EXERCISED
Receives administrative direction from the City Attorney. Provides supervision and
direction to lower lever staff. This position may be assigned overall administrative
responsibility of the Department in the absence of the City Attorney.
EXAMPLES OR DUTIES
Duties may include, but are not limited to, the following:
Assists the City Attorney in planning, organizing, and directing the activities of the City
Attorney's office, including developing, planning and implementing Department goals,
objectives, policies, and procedures; Assist in the preparation of the City Attorney
Office's budget;
Monitors legal developments, including proposed legislation and court decisions;
evaluates impact on City operations and recommends appropriate action; advises City
departments concerning the respective duties, powers, functions and obligations;
Prepares, researches, drafts and reviews ordinances, resolutions, contracts, deeds,
leases and other legal documents and instruments; offers opinion as to legal
acceptability when presented to the City for consideration by an outside agent or
agency;
Investigates and prepares reports on claims and complaints against the City; makes
tentative decisions concerning advisability to prosecute, compromise, or dismiss
litigation and discusses recommendations and potential problems with the City Attorney;
Represents the City in court cases and hearings encompassing a wide variety of civil
and criminal subject matters, including all phases of pretrial, trial, and appellate work;
Attends meetings of City boards and commissions as assigned; represents the City in
administrative hearings before City boards and commissions, and state and federal
agencies; May attend City Council meetings and serve as City Attorney in their
absence;
Advises the City on employee relations, discipline, and labor relations matters;
Researches, prepares, and presents technical and administrative reports and studies;
Maintains records and compiles reports of work performed; prepares written
correspondence;
Serves as Acting City Attorney as required;
Performs related and relevant work as assigned by the City Attorney; Interacts with City
staff and may manage outside counsel;
Builds and maintains positive working relationships with co-workers, other City
employees, and the public using principles of good customer service;
Performs other duties related to the operation of the Department and the City, including
additional duties that enable the Department and City to meet the diverse needs of its
community.
MINIMUM QUALIFICATIONS
Knowledge of:
Advanced principles and procedures of civil law, particularly as they relate to municipal
government and may include, but not be limited to, The Brown Act, Political Reform
Practices Act; Public Records Act, Callifornia Claims Act, land use, CEQA, public
contracting, personnel, labor, workers compensation, and tort law;
Ordinances, statutes, and court decisions; state and federal laws applicable to
municipalities and public bodies;
Principles, methods and techniques of legal research and investigation; judicial
procedures and rules of evidence; pleading and practice and effective techniques in the
presentation of court cases;
Responsibilities and obligations of public officials and administrative agencies;
Municipal government organizational structure and functional responsibilities; state and
federal laws and constitutional provisions affecting municipal operations.
Ability to:
Define issues, performing legal research, analyzing problems, evaluate alternatives in
making sound recommendations; interpret state and federal laws and constitutional
provisions affecting municipal operations;
Exercise sound and independent judgement within general policy guidelines and legal
parameters; present statements of fact, law, and argument clearly and logically;
exercise tact and discretion where appropriate;
Represent the City effectively in hearings, courts of law, and meetings with others;
prosecute the most difficult legal cases;
Become knowledgeable of the City's policies and procedures such as the Municipal
Code, Zoning Code, Building Code, Personnel Rules, and other City codes, laws,
policies and procedures and apply them to resolve problems and/or answer questions;
Advise the City on employee relations, discipline, and labor relations matters;
Prepare clear, concise, and legally sufficient resolutions, ordinances, contracts, leases,
permits, reports, correspondence, and other written materials;
Establish and maintain effective working relationships with those contacted in the
course of work.
EDUCATION AND EXPERIENCE
Any combination equivalent to experience and education that would likely provide the
required knowledge and abilities would be qualifying. A typical combination is:
Education:
A Juris Doctorate degree from a law school accredited by the American Bar Association
or the California Bar Association.
Experience:
Five (5) years increasingly responsible experience in the practice of civil or municipal
law; prior civil litigation experience is preferred.
LICENSES AND CERTIFICATES
Possession of an appropriate, valid Driver's License from the California Department of
Motor Vehicles. Must be a current member in good standing of the California State Bar
Association.
WORKING CONDITIONS
Environmental Conditions:
Mental and/or physical ability to work in a standard office environment with extensive
public contact; incumbents must be willing and able to work the hours necessary to
accomplish the job requirements including working irregular hours, attend evening
meetings, and travel to attend classes, meetings and/or seminars.
Physical
Functions may require maintaining physical condition necessary to see well enough to
read, write and make observations, operate vehicles; hear well enough to converse on
the telephone and in person; bodily mobility to occasionally walk, bend, kneel, reach,
stand, crouch or climb; operate assigned office equipment requiring repetitive hand
movement and fine coordination including use of a computer keyboard; to verbally
communicate to exchange information. Required to occasionally work nights and
weekends.
*FLSA Status: EXEMPT
CITY OF LODI
SENIOR ELECTRIC UTILITY BUSINESS ANALYST
Exhibit C
MARCH 2023
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 highly complex, comprehensive analytical work in support of a variety of Electric
Utility projects and programs, for both internal and external customers; conducts detailed
financial and system data analysis; participates in special studies in support of Electric
Utility business; exhibits excellent judgment and decision-making regarding policies and
procedures; collaborates with management and co-workers in providing consultation
services in areas of Electric Utility expertise; and other related duties, as required.
SUPERVISION EXERCISED AND RECEIVED
Receives general direction from higher-level personnel. Exercises direct supervision over
assigned staff.
EXAMPLES OF DUTIES
Duties may include, but are not limited to the following:
Gather, compile, tabulate, analyze, and report statistical Electric Utility meter and
customer billing/usage information for use by internal and external customers;
Perform quantitative analysis of customer load and generation data to validate data
received from multiple sources, determine usage trends, and identify and resolve
variances;
Work with metering and billing personnel, as needed, to calculate customer account
corrections and backbills;
Assist with review and confirmation of calculations associated with monthly large
industrial bill batch processing and customer self -generation;
Perform the validation and auditing of customer rate class assignments and recommend
re -assignment in accordance with approved rate tariffs;
Maintain current electric rates in the billing system in accordance with City Council
approved changes, seasonal changes, and special tariff conditions;
Support staff with regard to City's metering systems, and work closely with Information
Services and other personnel to identify, analyze, and resolve communication and data
problems; Work closely with Information Technology Division and other personnel to
identify, analyze and resolve communication and data problems pertaining to the City's
metering systems;
Serve as project manager to manage, implement, and maintain any data management
systems that support utility operations;
Assist in budget forecasting/preparation and data collection related to fixed assets and
financial reports;
Develop, update, and analyze, through electronic models, current and projected retail
sales revenue, rate adjustments, operating costs, and capital improvement program
activities;
Design, implement, modify, and manage databases used to input and extract data and
prepare regular and/or custom reports;
Design, upgrade, and ensure successful migration to and from various computer
programs; update data and ensure maintenance of accurate data;
Research and compile data related to other electric utility competitors and prepare related
reports;
Assist with preparation and implementation of Electric Utility contracts;
Provide day-to-day support to other divisions regarding rates, data gathering and
analysis, budgeting, and project management;
Participate in and/or manage special projects, as assigned;
Monitor and oversee Department clerical functions including work flow processing,
development and implementation of Department policies and procedures, process
improvements, social media/website content and development, and Department payroll
processing;
Assist in the selection of assigned staff; plan, organize, schedule, train, direct, review and
evaluate the work of assigned staff; assign work activities, projects and programs;
monitors work flow; coaches employees on performance deficiencies and implements
disciplinary action as needed;
Build and maintain positive professional working relationships with co-workers, other City
employees, outside agencies, and the public using principles of good customer service;
and
Performs other duties related to the operation of the department and the City including
additional duties that enable the department and City to meet the diverse needs of its
community.
MINIMUM QUALIFICATIONS
Knowledge of:
Quantitative analysis, including technical, statistical, and financial, as it relates to electric
utility data;
Mathematics, statistical, financial and accounting methods for revenue, cost and rate
analysis, and methods of graphic presentation;
Working knowledge of SQL and data management, including database and spreadsheet
applications, with the ability to use complex models and specialized computer
applications;
Research techniques and documentation methods;
Principles and practices associated with the collection of Electric Utility meter and
customer data;
Principles and practices of budget and financial planning in addition to project
development and management;
Technical report writing procedures and techniques;
Customer Information Systems (CIS), AS400, and other related software applications;
Basic payroll functions include the Fair Labor Standards Act (FLSA);
Principles and practices of management and leadership; principles of personnel
administration, supervision and training;
Applicable Federal, State, local laws, codes and regulations; and
Thorough knowledge specific to the area of assignment is required.
Ability to:
Plan, initiate, and complete work assignments with a minimum of direction; analyze
administrative problems, evaluating alternatives, and make creative recommendations;
assume control of a project and make sound recommendations; properly interpret and
make decisions in accordance with laws, regulations and policies; prepare and write
complete and accurate reports;
Select, supervise, train, and evaluate staff; establish work priorities and communicate
strategic direction to staff;
Perform complex professional and analytical work in support of a variety of Electric Utility
projects and programs, especially as it relates to customer information services;
Identify and interpret technical and numerical information;
Observe and analyze problems; evaluate alternatives and make recommendations in
accordance with regulations, operational and technical policies and procedures;
Create and use database models and computer applications to analyze large, complex
sets of data;
Summarize and interpret large, complex sets of data, and prepare and present clear and
concise reports;
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;
Work with and control sensitive, confidential information;
Sit at a desk for long periods of time and travel to out-of-town meetings, occasionally with
overnight stays; and
Communicate clearly and concisely, both orally and in writing, prepare and present oral
and written reports.
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,
computer science, mathematics, or a related field.
Experience:
Five (5) years of full-time professional work experience with increased responsibilities
involving multiple facets of: electric utility rates and business practices; automated electric
utility billing operation system and AMI/AMR which included technology systems
coordination and working with databases, spreadsheets, and other software applications
as it relates to data compilation and analysis for a public agency. Two years of which
included supervision. Knowledge of Tyler/Munis, Electric Utility billing and metering is
highly desirable.
LICENSES AND CERTIFICATES
Possession of a valid Class C 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
Exhibit D
CITY OF LODI JULY 2015
Amended and Retitled March 2023
FLEET SERVICES COORDINATOR
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.
1l=1yl'Ll lftdrolZll
Under general supervision, to perform public contact and customer service work over
the telephone and at a customer counter; serve as a liaison between the customer and
the service technician; and to perform general clerical work in receiving and processing
requests for automotive and heavy equipment repair and maintenance; and to order
receive, distribute and stock vehicle and equipment parts, accessories, supplies, special
tools used in the maintenance, service and repair of City vehicles and heavy equipment,
and other related supplies.
SUPERVISION EXERCISED AND RECEIVED
General supervision is provided by higher level personnel.
EXAMPLES OF DUTIES
Duties include, but are not limited to, the following:
Ascertains automotive problems and services by listening to customer's description of
symptoms; clarifying description of problems; conducting inspections; checking vehicle
maintenance records; pick up and deliver vehicles;
Issues routine work orders to equipment mechanics with direction from higher level
personnel by describing symptoms, problems, and causes discovered, as well as
repairs and services required; obtaining approval signatures; may issue parts to
equipment mechanics; reviews work orders for complete and accurate information;
records repairs made and service rendered, time, and parts used; and notifies
customers upon completion of work;
Orders, receives, distributes and stocks vehicle and equipment parts, fuel and oil
supplies, accessories and special tools used in the maintenance, service and repair of
City vehicles and heavy equipment; and ensures minimum supply levels on the basis of
operational needs;
Performs inventory counts and assists in reconciliation; Initiates actions to re -order
stock material items when items reach a designated reorder point; Identifies various
inventory transactions and relationships to inventory management; Enters inventory
counts into computerized inventory system; Applies FIFO (first in first out) theory to
inventory items; Prepare inventory reports for Fleet Division;
FLSA Status: Non -Exempt
CITY OF LODI Page 2 of 4
Fleet Services Coordinator
Inspects parts, supplies and equipment for quality, quantity and correctness; verifies
and checks items received against parts catalog and manufacturer's identification,
model or parts number;
Researches and locates sources for standard and non-standard parts or special tools;
determines feasibility of substituting parts;
Processes requisitions and invoices for parts, materials, or vendor services associated
with each work order; processes invoices for payment through computerized accounting
system;
Enters vehicle maintenance and service data using various computer programs;
Receives and responds to customer inquiries; refers customers to appropriate persons
regarding services; provides follow-up on inquiries from customers; and refers or assists
in the resolution of problems;
Schedules and coordinates preventive maintenance, repair, and verifies warranty and
service contract coverage by examining records and papers; explaining provisions and
exclusions;
Picks up or receives parts from vendors; and may identify and locate appropriate parts,
determines prices, prepares requisitions;
Contacts outside service providers for road calls, repairing, and towing; monitors
warranties on vehicles and equipment;
Prepares monthly reports on repair services and charges; maintains manual and
electronic records;
Provides exceptional customer service to those contacted in the course of work;
Other related duties may also be performed; not all duties listed are necessarily
performed by each individual holding this classification.
MINIMUM QUALIFICATIONS
Knowled e of:
Basic automotive and heavy equipment parts; automotive repair; Parts, tools and
equipment used in the maintenance and repair of gasoline and diesel powered vehicles
and equipment;
Shop related safety principles and practices;
Principles and practices of purchasing, stock and inventory control;
CITY OF LODI
Fleet Services Coordinator
English usage, spelling, grammar, and punctuation;
Page 3 of 4
Proper public and telephone contact practices;
Modern office practices, procedures and equipment, including filing systems;
Basic computer operations, including computer software applications and other
specialized business applications;
Standard arithmetic including addition, subtraction, multiplication, and division; standard
units of weights and measures;
Utilizing written and verbal communication in preparing work orders and reports;
Utilizing a variety of computer software programs, including skill in maintaining
electronic files, retrieving and researching information from electronic files and
databases;
Utilizing customer service techniques when responding to inquiries and
complaints.
Ability to:
Perform heavy manual work in lifting and moving stock.
Complete required OSHA/Safety training as required.
Order and identify parts necessary for repairs.
Handle multiple tasks simultaneously.
Maintain accurate files and records.
Compile and maintain data in manual and/or computerized systems.
Correctly use standard principles of weights, measurements, and arithmetic.
Establish and maintain cooperative and effective working relationships with those
contacted in the course of work.
Follow oral and written directions.
Interact positively and continuously with the community.
Understand and apply laws, polices, rules and regulations.
CITY OF LODI Page 4 of 4
Fleet Services Coordinator
Maintain a professional attitude and appearance, ability to work in a team environment
EDUCATION AND EXPERIENCE
Any combination of experience and education that would likely produce the qualifying
knowledge and ability. A typical combination is:
Education:
Equivalent to the completion of high school or GED.
Experience:
Two years of responsible work experience performing customer service or general
clerical duties in an automotive repair facility or automotive parts store including one
year of experience with computerized record keeping and inventory management
systems for automotive parts.
LICENSES AND CERTIFICATES
Possession of a valid Driver's License (Class C) issued from the California Department
of Motor Vehicles.
WORKING CONDITIONS
Environmental Conditions- Exposure to a variety of weather conditions, heavy
equipment, traffic, dust, noxious fumes and noise. Exposure to general office equipment
and noise.
Physical Conditions- Essential and marginal functions require maintaining physical
conditions necessary for standing, walking, sitting, driving, carrying, pushing, climbing,
bending at waist, stooping, crouching, reaching, kneeling, crawling, hearing, sense of
smell and sense of touch, lifting and pulling up to 60 pounds
*FLSA Status: NON-EXEMPT
** previous title Service Writer and Parts Coordinator merged into one classification
Fiscal Year 2022/23 Budget
Mid Year Report
TY OF
odt
C A L I FORN IA
•All funds have been reviewed for both revenue and
expenditure needs
•The mid -year presentation and requested budget
adjustment reflect only those funds that need to be
adjusted; unmentioned funds are trending at budget
levels
Adopted Revised Year -End Over/(Under)
Revenue Budget BudgetProjection*
Projection
General Fund 7318921170
7418231100
7812151690
31392,590
Electric Utility Fund 93,033,760
971333,760
98,721,730
11387,970
Vehicle/Equip Replacement Fund 218211700
218211700
219801750
1591050
* Includes all recommended budget adjustments
* Includes all recommended budget adjustments
** Revised budget includes ARPA CIP projects rolled from FY 22
Position
Assistant City Attorney
Add/Reclass/Delete
Add
Department
City Attorney
Annual Cost
276,950
Mid -Year Est.
59,850
Dispatch Supervisor
Add
Police
1661830
421260
Police Officer
Add
Police
1901000
641710
Reclass Sr. Administrative Clerk to Sr. Police
Reclass
Police
4,210
4,210
Reclass Payroll Technician to Sr Payroll Technician
Reclass
Internal Services
6,330
1,590
Substation Technician
Add
Electric Utility
246,230
561460
Reclass Electric Utility Business Analyst to Sr. Electric
Utility Business Analyst
Reclass
Electric Utility
151140
31800
Reclass Service Writer to Fleet Services Coordinator
Reclass
Fleet Services
11,080
2,340
Eliminate Parts Clerk
Delete
Fleet Services
(89,190)
(17,770)
General Fund •
56,460
Assistant City Attorney
59,850
Dispatch Supervisor
421260
Police Officer
641710
Reclass Sr. Admin Clerk to Sr. Police Admin Clerk
421210
Reclass Payroll Tech to Sr. Payroll Tech
11590
Electric Utility . •
Substation Technician
56,460
Reclass EU Business Analyst to Sr. EU Bus. Analyst
31800
Increase to Overhead Maintenance CIP Project
5001000
Replace Underground Fault Locator
301000
Electric Vehicle Charging Project
120,000
Forklift replacement
46,500
LCTOP Program
Public Safety Backup Generator
33,420
641000
• Adopt resolution adjusting appropriations in various funds to
address FY 2022/23 needs; approving the addition of (1)
Assistant City Attorney, (1) Dispatch Supervisor, (1) Police
Officer and (1) Substation Technician; approving the
reclassification of (1) Sr. Administrative Clerk to Sr. Police
Administrative Clerk, (1) Payroll Technician to Sr. Payroll
Technician; (1) Electric Utility Business Analyst to Sr. Electric
Utility Business Analyst and (1) Service Writer to Fleet
Services Coordinator
Questions