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HomeMy WebLinkAboutResolutions - No. 2023-249RESOLUTION NO. 2023-249 A RESOLUTION OF THE LODI CITY COUNCIL APPROVING THE NEW CLASSIFICATIONS, JOB DESCRIPTIONS, AND SALARY RANGES FOR KEY ACCOUNTS AND CUSTOMER PROGRAMS SPECIALIST AND ECONOMIC DEVELOPMENT DIRECTOR; ADDING ONE KEY ACCOUNTS AND CUSTOMER PROGRAMS SPECIALIST POSITION TO THE ELECTRIC UTILITY DEPARTMENT; ADDING ONE ECONOMIC DEVELOPMENT DIRECTOR POSITION TO THE CITY MANAGER'S OFFICE; APPROVING THE RECLASSIFICATION OF THE BUSINESS DEVELOPMENT MANAGER TO THE NEWLY -CREATED POSITION OF KEY ACCOUNTS AND CUSTOMER PROGRAMS SPECIALIST; AND DELETING ONE BUSINESS DEVELOPMENT MANAGER POSITION IN THE CITY MANAGER'S OFFICE WHEREAS, the Business Development Manager classification is a hybrid position, with the incumbent performing duties within the City Manager's Office and Electric Utility Department; and WHEREAS, the Lodi City Council's Strategic Vision includes a focus on developing a long-term economic development strategy; and WHEREAS, the current classification does not meet the needs for successful economic development efforts to accomplish City Council Strategic Imperatives; and WHEREAS, the Electric Utility Department faces ever-increasing legal and regulatory changes requiring development and monitoring of and reporting on various customer and key accounts programs; and WHEREAS, the Electric Utility Department desires to create a full-time classification of Key Accounts and Customer Programs Specialist, which will focus on developing and implementing innovative and best practices customer programs and providing a high level of customer service to the Electric Utility Department's key accounts; and WHEREAS, it is recommended that the City bifurcate these two functions and create two classifications and job descriptions that will meet the strategic vision of the City Council and meet the operational needs of the Electric Utility Department; and WHEREAS, it is recommended that the Lodi City Council approve the classifications, job descriptions, and salaries for the positions of Key Accounts and Customer Programs Specialist and Economic Development Director, attached hereto as Exhibit A and Exhibit B. NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby approve the new classifications of the Key Accounts and Customer Programs Specialist with a salary range of $112,298.89 to $136,500 and the Economic Development Director with a salary of $165,000; and BE IT FURTHER RESOLVED that the Lodi City Council does hereby approve adding one of Key Accounts and Customer Programs Specialist position in the Electric Utility Department, adding one Economic Development Director position in the City Manager's Office, and reclassifying one Business Development Manager to Key Accounts and Customer Programs Specialist, effective November 2, 2023, and deleting one Business Development Manager position in the City Manager's Office. Dated: November 1, 2023 I hereby certify that Resolution No. 2023-249 was passed and adopted by the City Council of the City of Lodi in a regular meeting held November 1, 2023, by the following vote: AYES: COUNCIL MEMBERS — Bregman, Craig, Nakanishi, Yepez, and Mayor Hothi NOES: COUNCIL MEMBERS — None ABSENT: COUNCIL MEMBERS — None ABSTAIN: COUNCIL MEMBERS — None OLIVIA NASHED City Clerk 2023-249 CITY OF LODI Exhibit A SEPTEMBER 2023 KEY ACCOUNTS AND CUSTOMER PROGRAMS SPECIALIST 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 direction, performs highly responsible and professional work developing, directing and implementing Electric Utility customer programs including the public benefit program, key account management, customer energy efficiency and other quality programs and services, including but not limited to demand side management, low-income rate assistance, and fuel-switching/electrification. Performs related work as required. DISTINGUISHING CHARACTERISTICS This is a journey level position responsible for customer programs planning and implementation and management of major customer accounts. Includes a high level of independent program responsibility and accountability. The employee must be fully knowledgeable of the operating, procedures and policies of the Electric Utility Department. SUPERVISION EXERCISED AND RECEIVED Receives general direction from the Rates & Resources and indirect supervision over lower level supervisory, clerical personnel. EXAMPLES OF DUTIES Duties may include, but are not limited to the following: Manager and exercises direct professional, technical, and/or Coordinates and participates in activities that provide individualized, responsive, high quality, customized service to all customers, Establishes and maintains positive relationships with business and government customers to meet customer satisfaction goals; proactively assess account needs through consistent direct customer contact; Analyzes customer operations, energy usage and billing history to identify trends and advise customers on services, solutions and programs; Serves as project or program manager for new and evolving customer programs in the electric utility industry; participates in the identification, development and implementation of customer programs including but not limited to energy efficiency, low- income rate assistance, demand side management, and fuel switching/electrification; Maintains and monitors contract and program budgets and participates in the preparation of the division budget; CITY OF LODI Page 2 of 4 Key Accounts and Customer Programs Specialist Administers contracts and agreements; prepares requests for proposals, participates in the preparation of vendor contracts, negotiates contracts and acts as lead contract administrator for planned program objectives; Prepares a variety of narrative and periodic reports to keep management informed of program/project status; Develops qualitative and quantitative measures to evaluate program/project financial status, customer satisfaction, contractor performance and public relations, and recommends modifications to increase effectiveness; Conducts research and performs analyses to make recommendations to management related to program design; Implements programs which may include such functions as scheduling, managing, and coordinating with other staff and Departments to ensure program success; Maintains current knowledge of external electric utility customer program trends and legislation to ensure necessary compliance; Participates in site visits to potential and current business customers to provide electrical service options and provides reports to these clients defining applicable electrical connection costs, rates, and other program incentives; Coordinates and participates in special evening and weekend activities, such as training classes, public events and customer promotional events; Prepares and presents information to the City Council as well as community organizations; Coordinates and participates in customer programs for residential, commercial, and industrial customers; Develops and coordinates program and service information for distribution to the public, such as newsletters, news releases and brochures; Identifies and responds to customer concerns; works with the Community Development Department to gather information on existing customer expansions as well as new businesses to help identify potential impacts to the electric utility; Represents the City in meetings with representatives of governmental agencies, businesses, professional and community agencies and the public; Attends and represents the City at various meetings with external organizations as necessary to follow electric utility business planning marketing activities and participates on external agencies task forces and working groups; CITY OF LODI Page 3 of 4 Key Accounts and Customer Programs Specialist Monitors and maintains current knowledge of developments related to Electric Utility customer programs; evaluates their impact upon City operations and recommends and implements policy and procedural improvements; 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: Principles and practices of customer service management and market research; Electric utility programs including but not limited to demand response, distributed generation, energy efficiency, and electrification; Electric utility business practices; Principles and practices of strategic planning for electric utilities; Contract preparation and administration; Principles and practices of budget preparation and administration; Principles and techniques of personal computer operation and software applications; Principles and practices of effective customer relations; Recent developments, current literature and sources of information regarding electric utility industry; Planning, design, implementation of evaluation of electric utility customer programs; Pertinent federal, state, and local laws, codes and regulations. Ability to: Communicate effectively both orally and in writing; Prepare and present oral and written reports; Prepare and give presentations to the general public, City Council, management and department personnel; Prepare, present and administer budgets; Work independently within general guidelines; Interpret and apply federal, state and local laws, policies and procedures and regulations; Establish and maintain cooperative working relationships with those contacted during the course of work; CITY OF LODI Page 4 of 4 Key Accounts and Customer Programs Specialist Effectively develop, negotiate and monitor contracts; Operate a variety of standard and specialized office equipment including a personal computer and peripheral equipment; Identify problems/issues, collect and analyze data, develop alternatives and select the most appropriate solution. EDUCATION AND EXPERIENCE Any combination equivalent to education and experience that would likely provide the required knowledge and abilities would be qualifying. A typical combination is: Education: Equivalent to a Bachelor's degree from an accredited college or university with major coursework in engineering, business or public administration, communications, marketing or a related field. Experience: Five years of experience in designing and implementing energy related customer programs for residential and commercial applications or closely related field. Three years of which shall have been in an administrative capacity. LICENSES AND CERTIFICATES Possession of the appropriate valid Driver's License from the California Department of Motor Vehicles. WORKING CONDITIONS Environmental Conditions: Position duties may require maintaining physical conditions necessary for sitting for prolonged periods of time; traveling to and from sites; attending meetings (including late evenings) and using personal computers, cell phones and/or hand held devices; office environment. 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, or crouch; operate assigned office equipment, requiring repetitive hand movement and fine coordination including use of a computer keyboard; to verbally communicate to exchange information. Occasionally required to work nights and weekends. CITY OF LODI ECONOMIC DEVELOPMENT DIRECTOR Exhibit B SEPTEMBER 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, manages, plans, organizes, coordinates, and directs the Economic Development program. Administers marketing and outreach programs for the retention and expansion of existing businesses, and for the attraction of commercial and industrial development to the Lodi Community; Develops and fosters good relationships with the local business community, business groups and key contacts in target industries for business expansions; provides staff assistance to the City Manager; and performs related work as assigned. DISTINGUISHING CHARACTERISTICS This single position class has Department Head level responsibility within the City Manager's office and is responsible for overall policy development, program planning, fiscal management, administration and operation of the Economic Development programs and activities. Assignments allow for a high degree of administrative independence in their execution. SUPERVISION EXERCISED AND RECEIVED Receives administrative direction from the City Manager. Exercises general supervision over assigned professional, technical, and clerical staff. EXAMPLES OF DUTIES: Duties may include, but are not limited to the following: Develops and implements goals, objectives, policies, and programs which promote the City's economic development; Researches, develops, implements and provides regular and public updates on an economic development strategic plan that aligns with the City Council strategic vision; Ensures that economic development activities comply with City goals, policies and procedures, as well as local, federal and state regulations; develops and maintains required reports, files and records; Participates in the development and administration of the Economic Development program budget; FLSA Status: Exempt CITY OF LODI Page 2 of 4 Economic Development Director Provides assistance and coordination to the City Council, commissions, committees and City management staff in matters related to a wide variety of economic development and redevelopment activities and programs; Creates and implements creative and innovative marketing and outreach programs for retention and expansion of existing businesses, and to attract new businesses including commercial and industrial development; Develops and proposes policies for the effective recruitment of new industry, business, and investment in the area; Develops and proposes policies to stimulate the expansion of existing industry, business, and investment in the area; Serves as liaison with existing and potential industries, businesses, land and building owners, developers, marketing firms, and federal, state, regional and county agencies, regarding loans, grants, data, and education resources; Researches and analyzes redevelopment and economic problems and prepares comprehensive reports; Prepares reports and gives presentations to community groups, business and government committees, commissions, and City Council; Represents the City in meetings with representatives of business and community organizations, governmental agencies and the public; Monitors legislation and developments related to economic development matters; evaluates their impact in City operations and programs and recommends and implements policy and procedural improvements; Assists new and existing firms with expeditious permit processing and capital needs including packaging of financing from federal, state, and local resources; Attends meetings of local industrial, commercial and civic organizations to increase community contact and develop understanding of the economic development program. 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: Community characteristics, including planning, zoning, schools, budgets, and recreational facilities and civic attractions; Principles and practices of marketing, public information, and media relations; CITY OF LODI Page 3 of 4 Economic Development Director Functions and organizations of a municipal government; Applicable federal, state, and local laws, rules and regulations relating to economic development; Principles of organization, administration and budget; Economic development incentives and available economic development grant programs; Informational resources relating to industry, legislation, business, economics, community development, redevelopment and related matters affecting the growth of the community; Public and private sector financing; Real estate development; Urban planning. Ability to: Establish and maintain cooperative effective working relationships with those contracted in the course of work; Communicate effectively and persuasively both oral and in writing; Interpret and apply federal, state, and local policies, procedures, laws, and regulations; Prepare and analyze a variety of reports, statements and correspondence; Develop and administer a division budget; Develop and implement goals, objectives, policies, procedures, work standard, and internal controls. Be persuasive in marketing and selling the City to prospective businesses and industries; Coordinate and provide liaison among various agencies and organizations; Organize work, set priorities and exercise sound independent judgment within established guidelines; Maintain accurate records and prepare clear, concise and effective correspondence, media materials, public and educational materials, reports and other written materials; CITY OF LODI Page 4 of 4 Economic Development Director Collect and analyze a wide variety of data and materials; Exercise sound independent judgment within general policy guidelines. EDUCATION AND EXPERIENCE GUIDELINES Any combination of experience and education that would provide the required knowledge and abilities would be qualifying. A typical combination is: Education: Equivalent to a Bachelor's degree from an accredited college or university with major coursework in urban planning, business, public administration, finance or a closely related field. Master's degree preferred. Experience: Five (5) years of progressively responsible professional level experience in economic/business development and municipal services. LICENSES AND CERTIFICATES: Possession of a valid Driver's License (Class C) issued from the California Department of Motor Vehicles. Work/Environmental Conditions: Position duties may require maintaining physical conditions necessary for sitting for prolonged periods of time; traveling to and from sites; attending meetings (including late evenings) and using personal computers, cell phones and/or hand held devices; office environment. *FLSA Status: EXEMPT