Loading...
HomeMy WebLinkAbout09/24/1996 BAKERSFIELD Jacquie Sullivan, Chair Patricia J. DeMond Mark Salvaggio Staff: John W. Stinson AGENDA SPECIAL MEETING PERSONNEL COMMITTEE Tuesday, September 24, 1996 4:15 p.m. City Manager's Conference Room 1501 Truxtun Avenue, Suite 201 Bakersfield, CA 1. ROLL CALL 2. APPROVAL OF APRIL 2, 1996 MINUTES 3 PRESENTATIONS 4. PUBLIC STATEMENTS 5. DEFERRED BUSINESS 6. NEW BUSINESS A. NEW AND REVISED JOB SPECIFICATIONS 7. ADJOURNMENT JWS:jp NOTICE OF SPECIAL MEETING OF THE PERSONNEL COMMITTEE OF THE COUNCIL OF THE CITY OF BAKERSFIELD NOTICE IS HEREBY GIVEN that the Personnel Committee of the City Council will hold a Special Meeting for the purpose of a Committee Meeting on Tuesday, September 24, 1996, at 4:15 p.m., in the City Manager's Conference Room, Second Floor, City Hall, Suite 201, 1501 Truxtun Avenue, Bakersfield, CA, to consider: 1. ROLL CALL 2. APPROVAL OF APRIL 2, 1996 MINUTES 3. PRESENTATIONS 4. PUBLIC STATEMENTS 5. DEFERRED BUSINESS 6. NEW BUSINESS A. NEW AND REVISED JOB SPECIFICATIONS 7. ADJOURNMENT September 17, 1996 JWS:jp B A K E R S F I E L D Alan Tandy, City Manager Jacquie Sullivan, Chair Staff: John W. Stinson Patricia J. DeMond Mark Salvaggio AGENDA ~UMMARY REPORT PERSONNEL COMMITTEE MEETING Tuesday, April 2, 1996 4:15 p.m. City Manager's Conference Room 1501 Truxtun Avenue Bakersfield, CA 93301 1. ROLL CALL Call to Order 4:25 p.m. Present: Councilmembers Jacquie Sullivan, Chair; Patricia J. DeMond; and Mark Salvaggio 2. APPROVAL OF DECEMBER 18, 1995 MINUTES Approved as submitted. 3. PRESENTATIONS None 4. PUBLIC STATEMENTS None 5. DEFERRED BUSINESS None AGENDA SUMMARY REPORT PERSONNEL COMMITTEE Tuesday, April 2, 1996 Page -2- 6. NEW BUSINESS A. HEALTH CARE CONSULTANT The Personnel Committee met to review the proposed agreement for the City's Health Care Consultant. Staff presented a brief overview of the proposed scope of work. Staff indicated that the proposed two-year agreement includes the consultant's basic annual activities such as: benefits planning, renewal negotiations, miscellaneous consulting for specialized benefit issues, and meetings with staff, employees and the City Council. The annual fee for this work would be $33,000 plus up to $1,000 for travel and lodging each year. The Committee discussed the selection of the Health Care Consultant, and expressed satisfaction with the work performed by Mr. Kaighan and Godwins Booke and Dickenson on behalf of the City. Councilmember Rowles had requested that the Committee review the marketing of the health plans when this item was referred to Committee. Staff and the Consultant noted that it has been four years since the plans were marketed. They expressed some concerns about marketing the plans for 1997 due to the anticipated changes to the retiree medical rates this July. There is likely to be a significant shift in enrollment patterns which could affect the marketing effort. In addition, to possibly change providers in such a short time frame relative to when other plan changes (such as retirees moving to HMO plans or to the Medicare Risk plans) are being implemented could be very disruptive and confusing to plan participants. It was recommended that a strategy and time line be developed to market the Fee-for-Service, HMO, Prescription Drug and Dental plans starting in the first quarter of 1997 with an implementation date of January 1998. This work would be included in the second year of the agreement with the consultant and would be an additional $57,000. Due to current two-year rate guarantees for mental health benefits and the limited market of vision plan providers, the decision to market the mental health and vision plans can be delayed for consideration at a later time and is not included in this proposal or fee. These plans could be considered again prior to beginning the marketing effort and included if necessary. This proposed marketing strategy and time line would provide adequate time to communicate with the Joint Employee/City Insurance Committee and the Council to identify desirable plan options to be considered; identify potential providers; develop specifications; review, analyze and evaluate proposals; make final recommendations to the City Council for consideration; communicate any plan or provider changes to employee/retiree groups; and provide review of the process by the .Personnel Committee. AGENDA SUMMARY REPORT PERSONNEL COMMITTEE Tuesday, April 2, 1996 Page -3- The Committee voted unanimously to recommend the Council approve the two-year agreement with Godwins, Booke, and Dickenson to include the basic annual consulting activities, travel and lodging expense and the marketing of the Fee-for- Service, HMO, Prescription Drug and Dental plans starting in the first quarter of 1997 with an implementation date of January 1998. 7. ADJOURNMENT The meeting was adjourned at 6:00 p.m. Staff present: Assistant City Manager John W. Stinson; Chief Assistant City Attorney Bob Sherry; and Human Resources Manager Carroll Hayden. Others present: Herb Kaighan, Health Care Consultant cc: Honorable Mayor and City Council JWS:jp ADMINISTRATIVE REPORT I] MEETINGDATE:$epmmborI1, 1996 ] AGENDA SECTION: ConseutCale~a~r ITEMNO: 8. ¢. TO: Honorable Mayor and Councilmembers FROM: Carroll Hayden, Human Resources Manager DATE: August 26, 1996 crrY CITY MANAGER SUBJECT: New and Revised Job Specifications and Reclassifications 1. Resolution amending Resolutions 12-96 and 19-96 Setting Salaries and Related Benefits for Employees of the White Collar and the General Supervisor), Units. RECOMMENDATION: Staff recommends referral to the Personnel Committee. BACKGROUND: At the request of the Finance Director, classification reviews have been conducted for a number of positions within the Finance Department: Accounting Clerk ~ Buyer I/II and Real Property Agent. Accounting, Clerk I/II: As part of an ongoing streamlining effort, the Human Resources Division has reviewed and concurs with the Finance Director's Proposal to make the Accounting Clerk I and II positions into a flex series. In other words, similar to Clerk Typist I/II and Secretary I/II, promotion would be made on a merit basis without examination, subject to recommendation by the department head, verification of qualifications by the Human Resources Manager and approval by the City Manager. Minimum qualifications for the II level would require an additional two years of financial, statistical, fiscal or related recordkeeping work at the Accounting Clerk I level. Employees would be eligible to be considered for promotion one year al~er appointment to the fii~h salary step in the Accounting Clerk I salary range. City department heads who currently have Accounting Clerk positions have been notified of this proposal. The proposed job specification has been distributed for their review, and we have not received any adverse feedback. This change will increase the efficiency of the promotional process by giving departments the ability to appoint Accounting Clerk I's to the II level based on merit. There is no immediate budgetary impact. As the respective department heads submit proposals to promote ;mployees to the II level, they will have to identif3r current salary savings or plan for the increases in future budgets, as they do now for other flex classifications. August26, 1996, $:32pm ADMINISTRATIVE REPORT Page 2 Real Property_ Agent During 1995-96, an additional position was approved for the Property Management Section of the Finance Department. It is currently filled with a temporary employee. The intent was to create an entry-level Real Property Agent classification and reclassify the current Real Property Agent into a supervisory position. A classification and compensation salary survey was conducted with the City's survey cities as well as Kern County. Job specifications were collaboratively developed by the Human Resources Division and the Finance Department and the following is proposed: Real Property Agent I - entry-level flex position with salary range equal to Telecommunicator II ($2231-$2713 per month) Real Property Agent II - experienced working level position within the flex series with salary range equal to Law Office Administrator ($2588-$3146 per month) Senior Real Property Agent - supervisory position with salary range equal to Building Inspector rll ($3687-$4482 per month) The Human Resources Division recommends the current Real Properly Agent be reclassified to a Senior Real · operty Agent with appointment to the fffih salary step of the new salary range (7.2% increase). Since the Senior l~osition will be responsible for supervising the Property Management stall the Senior Real Property Agent classification will be placed within the General Supervisory Unit and report directly to the Finance Director. The additional position, which has never been filled, would be classified as a Real Property Agent I and report to the Senior Real Property Agent. Accordingly, Real Property Agent I/II classifications will be assigned to the White Collar Unit. Due to existing vacancies, the Finance Department has adequate monies in the department budget to fund these position increases in the current year. Buyer I/II Current job specifications for Buyer I and II are very outdated. Therefore, a classification and compensation study was conducted by the Human Resources Division. In collaboration with the Finance Department, revised job specifications have been prepared to reflect current responsibilities and assignments. The series has been designed with the Buyer I as the trainee level responsible for some phases of purchasing work and the Buyer II as the journey level performing the full range of purchasing duties. As part of the ongoing streamlining efforts, a provision has been. included to make the Buyer Ifil a flex series so that promotion may be without examination, subject to the recommendation of the department and approval of the Human Resources Manager and City Manager. This would allow the Finance Department, in the case of a future vacancy, to hire an employee as a trainee at the I level and promote them to the II level after meeting minimum t~roficiency and time requirements. Employees would be eligible to be considered for promotion one year ~er )pointment to the fifth salary step. August 16, 1996, lO:.301~n ADMINISTRATIVE REPORT 3 Updating the job specifications will require a commensurate updating of compensation levels. It is recommended that both the current Buyer I and ri' salary levels be adjusted downward as follows: Buyer I - current salary range of $2404-$2923 per month will be reduced approximately 15% to $2048-$2491 equivalent to Police Service Technician Buyer II. current salary range of $2961-$3598 per month will be reduced approximately 15% to $2524-$3069 equivalent to Accountant I Aside fi.om benchmarking with Kern County, these adjusted salary levels would establish an appropriate differential between the I and II levels for a flex position. An employee at step 5 of the new Buyer I salary range would then promote to step 2 of Buyer Il, thereby enhancing the career path. Readjusting the salary levels of Buyer I/ii is consistent with past classification changes in the Purchasing Division. Since the City's Buyer II classification is no longer used for the Purchasing Division lead position, it may appropriately be adjusted downward. It is apparent that the incumbent in the current Buyer I classification functions in a journey-level capacity. This position reports to the Purchasing Officer and performs purchasing activities for a wide variety of supplies, equipment and services while exercising independent judgement within established guidelines. The incumbent handles all purchases under $20,000 by contacting vendors, awarding bids and processing purchasing orders. Purchase order signature authority, however, is reserved for the Purchasing Officer for amounts less than $500 and the Finance '3irector for amounts greater than $500. Therefore, the Human Resources Division proposes that the current Buyer I be reclassified to the revised Buyer Il classification. Despite, the downward adjustment of salary ranges, the current Buyer I would receive an approximate 5% salary increase if reclassified to.the revised Buyer II salary level (step 5 at $3069 per month). Due to existing vacancies, the Finance Department has adequate monies in the department budget to fund this reclassification in the current year. The Miscellaneous Civil Service Commission met on August 20, 1996 and approved the new and revised job specifications and reclassification proposals. The Police Civil Service Commission met on August 7, 1996 and approved the revised Accounting Clerk I/II job specifications. Staff recommends that the resolution become effective the beginning of the first full pay period following Council action. Aught 21, 1996, 3:32a~n RESOLUTION NO. A RESOLUTION AMENDING RESOLUTION NOS. 12-96 AND 19-96 SETTING SALARIES AND RELATED BENEFITS OF THE WHITE COLLAR AND GENERAL SUPERVISORY UNITS. WHEREAS, Resolution Nos. 12-96 and 19-96 set salaries and related benefits for employees of the White Collar and General Supervisory Units. NOW, THEREFORE, BE IT RESOLVED by the Council of the City of Bakersfield that effective the beginning of the first full pay period following Council action, the Salary Schedule, a part of Resolution Nos. 12-96 and 19-96, is hereby amended as follows: 1. Resolution No. 12-96 is hereby amended by deleting the following class titles from the White Collar Unit: 26000 A Real Property A.qent 19.843 ,20.834 21.875 22.970 24.116 2. Resolution No. 12-96 is hereby amended by adding the following class titles to the White Collar Unit: 26000 _A Real Property Aqent I 12.873 13.520 14.192 14.907 15.652 26010 A Real Property A.qent II 14.928 15.675 16.459 17.283 18.148 3. Resolution No. 12-96 is hereby amended by revising the salary for the following class titles in the White Collar Unit: 27520 A Buyer I 11.818 12.412 13:034 13.687 14.370 27540 _A. Buyer II 14.564 15.292 16.060 16.862 17.706 4. Resolution No. 19-96 is hereby amended by adding the following class title to the General Supervisory Unit: 56100 _.C .Senior Real Property A,qent 21.273 22.337 23.454 24.626 25.860 000 - I HEREBY CERTIFY that the foregoing Resolution was passed and adopted by the Council of the City of Bakersfield at a regular meeting thereof held on , by the following vote: CITY CLERK and EX OFFICIO CLERK of the Council of the City of Bakersfield APPROVED BOB PRICE MAYOR of the City of Bakersfield APPROVED as to form: JUDY SKOUSEN CITY ATTORNEY of the City of Bakersfield JM:rg res.~6/salades 2 OLD JOB SPECIFICATION CLASS TITLE: ACCOUNTING CLEPJ~ I 605 CLASS CHARACTERIiTIO~: Under general supervision, performs fiscal clerical work of moderate difficulty in keeping or checking financial, statistical or fiscal records;"and performs other work as required. ' EXA~L~S OF DUTIES: Maintains records of a variety of payments made to the city; posts payments to ledger cards or other records; receives cash payments by mail or over the counter; issues receipts; prepares daily reports of collections; balances receipts against other records and docu- ments daily and at other established times; maintains records of amounts due the city for various reasons; sets up and carries out collection procedures, usually by mail; makes special efforts by mail or phone to collect delinquent accounts; keeps records of investment funds; nmkes deposits; takes applications for business licenses and various permits; explains licensing and permit proce- dures to the public by mail, phone, or in person at a counter; main- tains necessary records on such licenses and permits and prepares reports; inspects, registers, and mails, or otherwise disburses, city demand checks; pre-audits purchase orders and stores orders; audits and refunds bid deposits for purchasing division of the Finance Department; answers routine questions on purchasing proce- dures; accepts deliveries from vendors; may compose routine corres- pondence for signature and review outgoing correspondence; operates a typewriter, adding machines, calculators, and other standard office equipment; meets and assists the public on subjects related to the work. DESIRABLE ~INI~J~QUALIFICATIONS: Trainin~ and Experience: Graduation from high school or attainment of a satisfactory score on a G.E.D. test, including or supplemented by training or course.work in fiscal record keeping; one year of experience in performing financial, statistical, or f~scal record- keeping work, or an equivalent combination of training and experience which has provided the capabilities to perform the described du2ies. Knowled~e~ Abilities. and Skills: Good knowledge of the methods, practices, documents, and terminology used in financial record- keeping work; good knowledge of modern office practices and of the operation of standard equipment used in a financial office. Ability to make computations and tabulations and review fiscal and related documents rapidly and accurately; ability to make decisions of a limited nature in accordance with laws, rules, and regulations, and to carry out complex oral and written .instructions; ability to keep a variety of fiscal records and prepare accurate reports; ability to work effectively with the public at the counter and in CLASS TITLE: ACCOUNTING CLEI~K I (Continued) 605 telephone or mail contacts; ability to operate office appliances such as adding and calcula~ing machines. ' Skill in ~he operation of a typewriter. Salary: 7/74 Approved by the City Council: July 22, 1974 OLD JOB SPECIFICATION CLASS TITLE: ACCOUNTING CLERK II 606 CLASS CItARACTERI3?IC3: Under general supervision, performs orsupervises difficult and res- ponsible fiscal clerical work in keeping or checking financial, sta- tistical, or fiscal records, and performs other work as required. EXAMS OF DUTIES: Records financial transactions in both subsidiary and general led- gers; reconciles accounts and draws up trial balances; maintains ledgers for control ? trust fund deposits; prepares requests for payments to the city, maintains t~ne-keeping records and pre ares related reports; prepares payrolls on employee time reports and verifies totals, a'~d che~r:~m~ary and final payrolls for completeness and accuracy; performs record- keeping and verification tasks involved in payments of vendors' claims against the city, includin6 auditing invoices, discounts allowed, and account distrSbution; prepares claLm vouchers and Journal vouchers! prepares a variety of financial reports, some of a complex nature, maintains records relatin& to public improvement bonds, including issuing notices, collecting payments, payments and making to bond holders and answers related questions from many sources; sets up and carries out delinquent account collection pro- cedures and maintains related records; may supervise a small clerical staff; trains others in fiscal record-keeping and related city pro- cedures; may operate a typewriter, calculator, and other standard office equipment; answers questions and assists other city employees and the general public on subjects, related to the work. DESIRABtF. MINIMUM /~UALIFICATIONS: Training and Experience: Graduation from high school or attainment $ia satisfactory score on a G.E.D. test, including or supplemented by training or course work in fiscal record keeping; three years' experience in performing financial, statistical, or fiscal record- keeping work; or an equivalent combination of training and experience which has provided the capabilities to perform the described duties. Knowledge, Abilities. and Skills: Considerable knowledge of the me~ods, practices, documents, and terminology used in financial record-keeping work; considerable knowledge of the principles of bookkeeping and elementary accounting; considerable knowledge of laws, rules, and regulations governing the required fiscal record- keeping procedures; considerable knowledge of modern office practices and of the operation of standard equipment used in a financial office. Ability to review fiscal and related documents rapidly and accurately; ability to solve problems and make decisions of a limited nature in fiscal work; ability to apply laws, rules, and regulations, and to carry out complex oral and written instructions; ability to keep a variety of fiscal records and prepare complex financial reports; CLAS3 TITLE: ACCOUI~INO~ II (Continued) 606 ability to work effectively vith the public; ability to operate office equipment, such as adding and calculating machines. ~kill in the operation of a typewriter. 7/74 Salary: ' Approved by the City Council: July 22, 1974 CITY OF BAKERSFIELD CLASS SPECIFICATION: 26050/26060 UNIT: WHITE COLLAR EEO4: OFFICE/CLERICAL L.~ ACCOUNTING CLEKK I/II (FLEX) CLASS SUMMARY~ Under direct supervision, coordinates and performs duties related to preparing, processing, maintaining and checking financial, statistical or fiscal records; performs related work as required. REPRESENTATIVE DUTIES: The following typical tasks and responsibilities are representative of'the position's essential duties. They are descriptive, not limiting. Maintains records of'a variety of' financial data; records financial transactions in both subsidiary and general ledgers; reconciles accounts and prepares trial balances; maintains ledgers for control of.trust fund deposits; makes deposits; prepares requests for payments to the City; receives payments by mail or over the counter, issues receipts; balances receipts against other records and documents as scheduled; maintains time-keeping records and prepares related reports; prepares departmental or City-wide payroll; answers routine questions on department procedures to the public by phone, mail or in person; audits employee time reports and verifies totals; inputs payroll information to the information system; checks preliminary and final payrolls for completeness and accuracy; assists with departmental budget preparation; performs recordkeeping and verification tasks involved in payment of.vendor's claims against the City including auditing invoices, discounts allowed and account distribution; prepares claim vouchers and journal vouchers; sets up and carries out collection; collects delinquent accounts by mail or phone; pre-audits purchase orders and stores orders; audits and refunds bid deposits; prepares a variety of'financial reports, some of'a complex nature; maintains records relating to public improvement bonds including issuing notices, collecting payments and making payments to bond holders; answers questions fi.om many sources related to work; utilizes a personal computer for related applications. DISTINGUISHING CHARACTERISTICS; Accounting Clerk I is the entry-level class within the Accounting Clerk series. Under close supervision, incumbents learn and perform a variety of. office and accounting clerical support duties. This class is alternately staffed with Accounting Clerk II and incumbents may advance to the higher level after gaining substantial program knowledge, demonstrating progressive development in the scope of.duties, and functioning with minimal supervision. Accounting Clerk I1 is the journey-level class within the Accounting Clerk series. Under general supervision, incumbents perform the full range of.assigned duties. Adequate performance at this level requires a general knowledge of' the functions pertaining to area of' assignment. Incumbents solve routing problems based on knowledge gained through experience. This class is distinguished fi.om Accountant I in that the latter performs significant technical or professional accounting work. ~ ACCOUNTING CLERK IAI (FLEX) 26050/26060 OUALIFICATIONS GUIDE' The level and scope of the knowledge and abilities listed below vary according to the I versus II levels distinguished in the previous section. Methods, practices, documents and terminology used in financial recordkeeping worl~ bookkeeping and elementary accounting; modem off, ce practices; personal computer applications related to work; operation of standard office equipment used in a financial office. Ability to: Make computations and tabulations and review fiscal and related documents rapidly and accuratel~ makes decisions of' a limited nature in accordance with laws, rules, regulations and department prOcedur~ carry out complex oral and written instructions; maintain a variety of fiscal records and prepare accurate reports; work effectively with the public and City employees at the counter, over the telephone and via mail contacts; type and operate a personal computer. Trainin~ and Experien~- Graduation from high school or GED program and one year of experience in performing financi~ _ statistical, fiscal or related recordkeeping work. Accounting Clerk II requires an additional two years of the above experience and appropriate coursework or training. PromOtion'to A¢countin_~ Clerk Promotion from Accounting Clerk I to Accounting Clerk II is made on a merit basis without examination, subject to recommendation by the Dep~ment Head and verification by the Human Resources Manager that qualifications as approved by the Miscellaneous Civil Service Commission are met a~d approved by the City Manager. Employees may be considered for promotion one year after appointment to the fiRh salary step. Physical Conditions or Specia~ Working Conditions: Standard offic~ environment and working conditions. Approved by the Miscellaneous Civil Service Board: Approved by the City Council: S:~Job~xc~Ac~clk R~v. OLD 305 f?'2CiFICATION CLASS TITLE: BUYER I 759- CLASS C~ARACTERI ST I CS: Under direction, is responsible for perform/ng purchasing duties of some difficulty. Responsible for maintaining stationery stores for use of all departments with perpetual inventory control. Buys materials, equipment, services and other supplies for the City. EXAHPLES OF DUTIES: Attends some bid openings, summarizes bids, and prepares recommenda- tions for council action after evaluation in .cooperation with requi- sitioning department and immediate supervisor, negotiates supply agreements that are not conducive to competitive bidding because of government allotment programs, sole source of local supply or other contingencies as authorized by council and purchasing ordinance; interviews sales representatives regarding specifications. DESIRABLE ~INI~J~ QUALIFICATIONS: Trainin~ and ExperienCe:ofA combination of experience and education equivalent to two years college with a major in business administra- tion, public administration, or related fields, plus purchasing experience for a governmental organization. Experience may be sub- stituted for education on a year-for-year basis. Graduation from high school or attainment of a satisfactory score on G.E.D. tesz, supplemented by courses in business administration purchasing, or related fields. ,. Knowledge~ Abilitiesr and Skills: Experience in purchasing methods and procedures and of standard specification forms and contents. Knowlege of the characteristics of a variety of office and maintenance supplies and materials, and knowledge' of the best sources~aa,k appropri- ate prices for the procurement of such goods. Knowledge of grading and analyzing'supplies and materials. Knowledge of bookkeeping principles .,nd me~hods, and of the maintenance of procurement records. Ability to prepare specifications and invitations to bid, and to analyze bids. Ability to establish and maintain favorable contact with vendors. Ability to plan and schedule buying activities for greatest efficiency. Ability to type and operate office machines. Licenses or Certificates: Possession of a valid Cl'ass 3 Calfornia driver's license. 2/82 Approved by the City Council: 2-3-82 Approved by the Civil Service Board: 2-16-82 CITY OF BAKERSFIELD CLASS SPECIFICATION: 27520 UNIT: WHITE COLLAR EE04: PARA-PROFESSIONALS -~~: BUYER 1 C 'I:,ASS SVMMARY: Undo'direct supcrvision, assists in the preparation of bids, contracts and relatod in£ormation; buys routine materials, supplies, equipment and scrviees £or the Ci .ty; performs related work as required. REPRESENTATIVE DUTIES: Thc following typical tasks and responsibilities nrc representativc of'thc position's essential duties. They arc descriptive, not limiting. · Essential Duties- ~ r~tinc itents; utilizes an online procurement information syst~rn; prepares bid abstracts roi' both ~ittm and verbal bids; foilo~ up on latc bids; initiates contact with vend~rs and requisitioning dep'~ents; interviews vendors regarding products and so'vices; maintains files; prepares repons and corres~ndenc~; stocks supplies for general stores inventory; performs related work as required. DISTINGUISHING CHARACTERISTICS: - This is tl~ train~ level within the Buyer series. Incumbents are given intensive on-the-job training in various phases ofpurchasing and work under close supervision. Buyer I is differentiated fi.om Buyer II in that the 1I is the journ~.lcvel, excreiscs a higher degree of independence and handles a broader range of purchasing rr. sponsibilitics. QUALIFICATIONS GUIDF: Knowledge of: Mc-tix~, practices and procedures used in buying supplies, material and equipment; bidding requirements; canpleting bid tabulations or abstracts; public relations; ottice practices and tiling systems; oftice equipment; personal computer applications related to work including word prying and spreadsheet soft'ware. Ability to~ l. cam ptur~asing principles and proeedur~s; r~aci and interpr~ purchasing guidelines; assist in the preparation of ptur. hasing specifications: establish and maintain effective working relationships with vendors, City staff, etc.: operate a personal computer. Training and Experience: Graduation from high school or GED program and three (3) years of bookkeeping, financial, purchasing, accounting or related c.xpericnc¢. Related college level course,,vork rnav be substituted on a year-for-year basis for up to two years of the required experience (30 semester or 45 ~aner hours ~ equivalent to one :,'ear). Promotion to Bu,.er il; Promotion from B.u~r i to Buyer II is ma~ on a merit basis without e.{amination, subject to recommendation by the Department Heact, approval of the Human Resources Manager and City Manager. Under normal ~tions, an employee may be co~.sider~ for promotion one year after appointment to the girth salary step. Physical Conditions or Special Workinn~ Condltion~: Standard office environment; however, stocks supplies for general sto~ inventory. Approved by the Ci.ty Council: Approved by the Miscellaneous Civil Service 8oard: S:~Jobspe~s~uyerl OLD .I03 SPECIFICATION CLASS TITLE: BUYER II 754 CLASS C}£~RACTERISTICS: Under direction, is resPOnsible for performing purchasing duties of considerable difficulty, negotiates annual contracts, responsible for the centl'alized purchasing of materials, supplies, and equipment for the use of city departments. EXAmPLeS OF DUTIES: Prepares specifications for equipment, annual contracts., surplus sal~s, demolition projects, cooperative purchasing agreements and submits with vendor list, and legal advertisement for duplicating and mailing; attends bid openings, summarizes bids, and prepares recommendations for council action after evaluation in cooperation with requisitioning department; negotiates supply agreements that are not conducive to competitive bidding because of government allotment programs, sole source of local supply or other contin- gencies as authorized by council and purchasing ordinance; inter- views sales representatives regarding specifications; prices ne~y products and supplies; oversees the filing and maintaining of records; prepares weekly purchasing repor~ and aids in preparation of purchasing procedures and other reports. DES!RAELE }.!INIIlIF~ QUALIFICATIONS: T_r~.ining and Experience: A combination of experience and education equivalent 'co ~:¥o years of college ~ith a major in business adminis- tration, public administration, or related fields, plus purchasing experience for a gove~'nmental organization. Experience may be suh- st~tu'C-.d for education on a year-for-year basis. Graduation from high school or attainment of a satisfactory score on a G.E.D. test, supplemented by courses in business administration, purchas/ng, or related fields, and four years of purchasing experience, including gove:'nm-.u~al pax'chasing, or an equivalent combination of training and ~zp~'ience ¥~hich provides : he cap',bilities to perform the des- cribed duties. Kno~.~ledge. Abilities and Skill .: Considerable knowledge of the ,~rincXl,]es and approveC prac~ es of governmental purchasing; con- siderable knowle~lge of the ty, :s of materials commonly used by the vax'ious city departments; con iderable knowledge of sources of supply, com,,odi~y markets, marketing p~'actices, and commodity pric- i,',X methods and differen£~als. Ability, to deal tactfull; and effectively with officals, employees, and the zene~-al public; a ,ility to plan and schedule buying activi- ties fo~. grentes~ efficie ~cy and sox'vice; ability to devise record system-u. Salary: 1/75 App~'oved by the City Council: Janu--ry 27, 1975 CITY OF BAKERSFIELD CLASS SPECIHCATION: Z/510 UNIT: WHITE COLLAR EE04: PARA-PROFESSIONALS CLASS TITLE: BUYER !! CLASS SUMMARY: Under minimal supe~isi~ prepares ptnv. hasing specifications, bids, contracts and related iaformation; buys a variety of materials, supplies, equipment and services for thc City; performs related work as required. REpRESEnTATIVE DUTIES: Thc following typical tasks end responsibilities arc representative of the position's essential duties. They ere d~criptive, not limiting. E~ential Duties; Rcceivcs and mutes departmental purcha.~ requisitions; prepares bid specifications and other necessary doctanents; ptnr. hases a wide variety of items within budget limitations; locates sources of supply; contacts vendors, awards bids and pax:esses purchase orders; compares costs and evaluates quality and suitability of supplies, materials and equipment; makes suggestions to improve quality or reduce cost; keeps informed of new products, market conditions and trends; confers with departmental representatives to determine purchasing needs and specifications; utilizes aa online procurement information system; maintains fries; - prepares rqxxts and correspondence; stocks supplies for general stores inventory; performs related work as required. DISTINGUISHING CHARACTERIsTIcs;: This is the journey level within the Bu~'er series. Under minimal supervision, incumbents perform the full range of assigned duties within existing regulations and policies. B~'cr 1I is differentiated from Purchasing Officer in that thc latter has supervisory responsibility for thc division and signature authority for purr. hag orders ora given amount. Bu~'cr IFs do not have pun:base order signature authority. OUALIFICATIONS GUIDE: Knowlcclgc of: Methods. practices, laxvs, policies and procedures used in governmental purchasing; sourc~ of supply; bidding rcquircmcnts: complcting bid tabulations or abstracts; public relations; office practices and filing systems; office equipment; personal computer applications related to work including word processing and ' spresdshcct software. Ability to: Exercise independent judgement within established guidelines; analyze requisitions and make suggestions; prepare purchasing specifications and make purchase order awards within budget limitations; read and interpret purchasing guidelines; prepare purchasing specifications; establish and maintain effective working relationships with vendors, City staff, etc.; operate a personal computer. Training and Expcri~ce: Graduation from an accredited college or university with a Bachelor's Dcgrcc in Business or Public Administration or related field AND one year of governmental buying cxpcricnce. B .uyer I or equivalent cxpcmncc may be substituted on a year-for-year basis for the required education (30 sanester or 45 que~-r hours are equivalent to one year). Physical Conditions or Special Working Conditions: Standard office environment: however, stocks supplies for general stores inventory. Approved by thc Cit.,,, Council: Approved by thc Miscellaneous Civil Service Board: S:~Jobspccs~Buycrfl OLD JOB SPECIFICATION CLASS TITLE: REAL PROPERTY AGENT 600 CLASS CHARACTERISTICS: At the direction of the department head or designee, will coordinate with other departments in the acquisition, sale, lease, rental and management of all proper~y in behalf of the City. EXAMPLES OF DUTIES: Coordinates or performs the most technical, complex and pr?fessional ~ork involving the appraisal, acquisition, including eminent domain proceedings, relocation assistance, right of way, facility leasing, proper~y management and disposal of surplus real property of the City of Bakersfield. Provides training and guidance to other departments regarding real proper~y requirements and procedures and confers withand advises department heads concerning problems and activities relating to the purchase, sale, lease and rental of property for the City as it affects the operation of their departments. Keeps records of leases and enforces compliance of lease provisions. Makes periodic reports concerning the proper~y management program and other duties as assigned. DESIRABLE MINIMUM QUALIFICATIONS: Traininq and E~oer~ence: Possession of a Bachelor's Degree from an accredited college or university in real estate, business administration, public administration, economics or a related field, and two years experience in the negotiation, acquisition, relocation, sale and management of property for public agencies. Knowledge, Skills and Abilities: Knowledge of accepted principles and practices of real es=ate management. Knowledge of accepted principles and practices of land appraisal and nego:iations for real property and property rights. Knowledge of laws pertaining to properl:y and condemnation ac=ions procedures pertaining to acquisition and relocation work under Federal and State regulations is highly desirable. Knowledge of improvement values and effects of various types of damages to property. 5/89 Approved by the City Council: 6-14-89 Approved by =he Miscellaneous Civil Service Board: 5-30-89 CITY OF BAKERSFIELD CLASS SPECIFICATION: 2RIX) UNIT: WHITE COLLAR -- EE04: PARA-PROFESSIONALS ~: REAL PROPERTY AGENT I CLASS SUMMARy: Undo' supavision, assists in the purchase, sale, lcasc end managcment ofrcal property as it concerns thc citY of Bakersfield; pc~'forrns related work as required. REPRESENTATIVE DUTIES: The follo~sing typical tasks and ~ibilities arc representative of thc position's essential duties. They are descriptive, not limiting. Operates as a mcmbcr of thc property management staff; performs entry level work involving thc appraisal and acquisition of real property, facility leasing, maintenance of'real property inventory, sale of surplns real propcrtF, prepares correspondence; performs research of public records; maintains records of sx)rk in progress; makes reports conccming special projects end performs other duties as assigned. DISTINGUISHING CHARACTERISTI(~S: - This is thc trainee level within thc Real Property Agent series. Incumbents arc given intensive'on.the.job training in various phases of managing real property for charter cities. QUALIFICATIONS GUIDE: Knowl~Igc of: General real estate ~ts, practices, and tenninolog~ title searches and examination; principles of business law governing ~ estau: transactions: sources of pertinent market information and the methods of compiling, analyzing and applying to thc estimation of land and improvement values; building construction methods, materials .and plans: principles of appraising land and building values: business arithmetic and statistics; report writing: personal computer applications related to work including word processing, spreadsheet, database and computer, aided design software. Ability to: Exercise sound and impartial judgment in the estimation of property values; negotiate the acquisition or disposition of property and property rights; read and understand maps, blueprints, specifications and legal descriptions: intcrpn~ written and oral instructions; coordinate multiple projects and meet critical deadlines; communicate effcctively both orally and in writing; establish and maintain effective working relationships with those contacted in the course of work; operate a personal computer. Trainine and Ex~ricnce: Graduation from an accredited college or university with a Bachelor's Degree in real estate, business 'administration, public administration, economics or a related field: OR four (4) years work experience as a searcher/examiner or title officer. Promotion to Real Property Agent 1I: Plcai~:)tion to Real Propo'~, Agent 1I is made on a merit basis without examination, subject to recommendation by the Department Head, approval of the Human Resources Manager and City Manager. Under normal conditions, an employee may be considered for promotion one year after appointment to the fifth salary step and complction of a minimum of two years as a Real Property Agent I. Licenses, Certificates and Special Requirements: Possession ora valid California Class "C" Driver's License required. Physical Conditions or Special Working Conditions: Standard office environment and driving to conduct inspections of real property. Approved by the City Council: Approved by the Miscellaneous Civil Service Board: S:~Jobspecs,RPAI CITY OF BAKERSFIELD CLASS SPECIFICATION: 26010 UNIT: WHITE COLLAR EEO4: PARA-PROFESSIONALS .~: REAL PROPERTY AGENT II CLASS SUMMARY: Under din~on, purchases, sells, leases and manages r~! property as it concerns the City of Bakerstleld; assists in providing r~location assistance to displaced persons/businesses; performs related work as requimt. REPRESENTATIVE DJ, FrIES: The following typical tasks and responsibilities are representative of the position's essential duties. Thc-y ar~ descriptive., not limiting. Operates as a member of the propcrty management staff; perfomts work involving the appraisal and acquisition of real property, facility leasing,, maintenance of real property inventon/, sale of surplus real property; prepares correspondence; performs research of public records; maintains records of work in prol~'ess; makes reports ccnccming special projects and performs other duties as as.signed. . DISTINGUISHING CHARACTERISTICS: This is the experienccd ~x)rking level within the Real Property Agent series. Under supervision, incumbents l~rfonn various phases ormanaging real property for char, er cities. Incumbents are given instructions on priority ofv,u-k and thc mctheds and tcr. hniqucs to be followed in completing assignments. Findings and recommena_n_~ons ~'~ carefully r~viewed. OUALIFICATION$ Knowledge of.' General real estate concepts, p~actices, and mminolo~; title searches and examination; principles of business law governing real esme transactions; sources ofpcrtincm'nurk~ information and thc methods of compiling, analyzing and applying to the estimation of land and improvement values; building construction mcthods, ttmtcrials and plans; principles of appra!sing land and building values; legal insmnnents related to real estate transactions; principles and practices of acquiring real property for government agencies, includ~g laws regnniing condemnation proceedings; business arithmetic and statistics; report writing; personal computer applications related to work including word processing,, spreadsheet, dstabase and computcr-aia_~ design software. Ability to: E.xer~ise sound and impartial judgment in the estimation of prol)crty values; make sound, independent decisions within established guidclincs; ncgotiate thc acquisition or disposition of property and property rights; read and understand maps, blueprints, specifications and legal descriptions; interpret written and oral instructions; coordinate multipic projccts and mcct o'itical deadlines; communicatc effectively both orally and in writing; establish and maintain effective working relationships with those contacted in the course of work; operate a personal computcr. Trainine and Experience: Graduation from an accreditcd coile~ or university with a Bachelor's E)egn:e in mai estate, business aclminislralion, public adminis~tion, cconomics or a related ficld; OR four (4) yea~s work cxpcriencc as a searchcr/examincr or title officer. In addition, all applicants must have t~'o (2) years experience in the negotiation, accluisition, and disposal of r~i propcm.,, prcfcrably for public agencies. Licenses. Ccrtificatcs and Special Requirements; Possc~sion ora valid California Class "C" Drivcr's License r~luired. Physical (~gndilions or S_t~ciai Workine Condition~: Standard office environment and driving to conduct inspections of real propcrty. Approved by thc City Council: Approved by the Misceilaneeus Civil Service Board: S:Uot,specs~v, PAll CITY OF BAKERSFIELD CLASS SPECIFICATION: 56100 UNIT: GENERAL SUPERVISORY EEO4: PROFESSIONALS CLASS TITLE: SENIOR REAL PROPERTY AGENT (~LA$S SUMMARY: Und~ general direction, sulx~'ises and performs complex acquisition, sale, lease, rental and management or'real property on behalfofthe City, coordinates same with other City departments; performs related work as r~quir~ REPRESENTATIVE DI, JTIES: The following t~l~ical tasks and responsibilities are rep~entative of the position's essential duties. They ar~ descriptive, not limiting. Essential Duties: Operates as the lead member of the property management staff including supervision of subordinates; has responsibility for the most technical, complex and professional work involving the appraisal, acquisition, including emincnt domain pro:~xlings, relocation assistance, facility leasing, property management and disposal of surplus real propem.': provides training and guidance to division staff and other departments regmting real property r~quirements and procedures; confers with and advises d~aranent heads concerning problems and activities relating to the purchase, sale, lease and rental of property for the City as it affects the operation of tlgir departments; maintains records of leases and enforces compliance of lease provisions; makes periodic glXa'ts concerning the prope~.' management program and performs other duties as assigned. DISTINGUISHING CHARACTERISTICS: This is thejoungy Icvel within the Real Property Agent s~es. Incumbents perform various phases ofmanaging real property for charter cities. This position supervises the work of Real Property Agent l/II's, has a high degn~ ofindctx-ndox~ pcrfbcms advanccd analytical work, provides t~chnical support to Council Commi~ and re. quires advanced public relations skills. QUALIFICATIONS GUIDE: Knowledge Of.' Federal and State iaw~ and regulations and proceduzes pertaining to the purchase and sale nf real estat~ and ri:location wxxic including condemnation actions; l~se and rental agreements and of the negotiation procedur~ involved: accepted principles and practices of land appraisal and negotiations for real property and property rights; improvement values and eff~ts of various types of damages to property.; supowision and personnel management; pcrsonal computer applications related to work including word processing spreadsheet, database and C°mputer-aidcd d~ign software. Ability to: Interpret consu'uction plans, pr~pa~ legal descriptions and rqx)rts; conduct effective appraisals and negotiations; determine and prepar~ docttments necessary to clear title to real property;, analyz~ factors which influence the value of land and improvements; deal effectively with proix'rty owners and the public: win and maintain the confidence and cooperation of others and to maintain productive working relationships; supervise a staff of professional, technical, and cl~'ical personnel. Training and Expcricncc: Graduation from an accredited college or university with a Bachelor's Degree in real estate, business administration, public administration, economics or a r~lated field, AND five (5) years experience in the negotiation, acquisition, relocation, sale and management of property, preferably for public agencies. Licenses, Certificates and Special Requirements~ Poss~sion ora valid California Class "C" Driver's License required. Physical Conditions or Special Working Conditions: Standard office environment and driving to conduct inspections of re. al properS. Approved ~. thc City Council: Approved by the Miscellaneous Civil Service Board: S:~Jobspe~SRRPA