HomeMy WebLinkAboutCDC/2002-41
I
1 I
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
RESOLUTION NO. CDC/2002-41
RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF
THE CITY OF SAN BERNARDINO, CALIFORNIA, APPROVING
AMENDMENTS TO EXHIBITS "A", "B-1", "B-2", "B-3", "C-19" THROUGH "C-
21", "C-32" THROUGH "C-34", "C-44" THROUGH "C-46", "C-52" THROUGH
"C-54", AND SECTIONS 6, 17, AND 32; ADDITION OF EXHIBITS "C-57"
THROUGH "C-69"; AND DELETION OF EXHIBITS "C-12" THROUGH "C-14",
"C-22" THROUGH "C-24", AND "C-29" THROUGH "C-31" OF THE
PERSONNEL POLICIES AND PROCEDURES FOR ALL EMPLOYEES OF THE
CITY OF SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY.
WHEREAS, on September 21, 1998, the Community Development Commission
("Commission") adopted Resolution No. 5557 approving revised Economic Development
Agency of the City of San Bernardino Personnel Policies and Procedures for all
employees of the City of San Bernardino Economic Development Agency ("Agency")
including Exhibits "A", "B" and "C"; and
WHEREAS, on October 5, 1998, the Commission adopted Resolution No. 5558
approving amendments to Exhibit "A", Exhibit "B" and Section 32 of the Agency's
Personnel Policies and Procedures; and
WHEREAS, on October 18, 1999, the Commission adopted Resolution No.
1999-38 approving amendments to Exhibits "A", "B" and "C-l" through "C-56" of the
Agency's Personnel Policies and Procedures; and
WHEREAS, on September 18, 2000, the Commission adopted Resolution No.
2000-32 approving amendments to Exhibit "B" and Section 6 of the Agency's Personnel
Policies and Procedures; and
WHEREAS, on August 20, 2001, the Commission adopted Resolution No. 2001-
32 approving an amendment to Exhibit "B" of the Agency's Personnel Policies and
Procedures; and
CDC/2002-41
1
2
3
4
5
6
7
RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF
THE CITY OF SAN BERNARDINO, CALIFORNIA, APPROVING
AMENDMENTS TO EXHIBITS "A", "B-1", "B-2", "B-3", "C-19" THROUGH "C-
21", "C-32" THROUGH "C-34", "C-44" THROUGH "C-46", "C-52" THROUGH
"C-54", AND SECTIONS 6, 17, AND 32; ADDITION OF EXHIBITS "C-57"
THROUGH "C-69"; AND DELETION OF EXHIBITS "C-12" THROUGH "C-14",
"C-22" THROUGH "C-24", AND "C-29" THROUGH "C-31" OF THE
PERSONNEL POLICIES AND PROCEDURES FOR ALL EMPLOYEES OF THE
CITY OF SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY.
WHEREAS, On October 18, 2001, the Commission adopted Resolution No.
8 2001-44 approving amendments to Exhibits "A", "B", "C-15" through "C-18" and
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
Section 32, and deletions of Exhibits "C-4" through "C-7" and "C-46" through "C-48" to
the Agency's Personnel Policies and Procedures; and
WHEREAS, the Commission now deems it desirable to amend Exhibits "A", "B-
1", "B-2", "B-3", "C-19" through "C-2l", "C-32" through "C-34", "C-44" through "C-
46", "C-52" through "C-54", and Sections 6, 17, and 32; add Exhibits "C-57" through
"C-69"; and delete Exhibits "C-12" through "C-14", "C-22" through "C-24", and "C-29"
through "C-3l" to the Agency's Personnel Policies and Procedures.
NOW, THEREFORE, THE COMMUNITY DEVELOPMENT COMMISSION
DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS:
SECTION 1. The Commission hereby approves and adopts Exhibits "A" (list
of staff positions), "B-1" (salary chart), "B-2" (salary chart July 1, 2003), "B-3" (salary
chart July 1, 2004), "C19" through "C-21" (job description Senior
Financial/Administrative Analyst), "C-32" through "C-34" (job description Accounting
Manager), "C-44" through "C-46" (job description Senior Accounting Technician), "C-
52" through "C-54" (job description Administrative Clerk III), as amended, to said
Agency Personnel Policies and Procedures.
CDC/2002-41
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF
THE CITY OF SAN BERNARDINO, CALIFORNIA, APPROVING
AMENDMENTS TO EXHIBITS "A", "B-1", "B-2", "B-3", "C-19" THROUGH "C-
21", "C-32" THROUGH "C-34", "C-44" THROUGH "C-46", "C-52" THROUGH
"C-54", AND SECTIONS 6, 17, AND 32; ADDITION OF EXHIBITS "C-57"
THROUGH "C-69"; AND DELETION OF EXHIBITS "C-12" THROUGH "C-14",
"C-22" THROUGH "C-24", AND "C-29" THROUGH "C-31" OF THE
PERSONNEL POLICIES AND PROCEDURES FOR ALL EMPLOYEES OF THE
CITY OF SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY.
SECTION 2. The Commission hereby amends Section 6 of said Personnel
Policies and Procedures to now read as follows:
"Retirement: All regular full-time employees of the Agency are required to be
members of the Public Employees' Retirement System (hereinafter called
"PERS") at the 3% @ 60 plan, effective July 1, 2003. In addition to the
employer's share of the PERS contribution, the Agency shall pay 7% of monthly
salary for the employee share of the PERS contribution. The employee shall pay
1 % of monthly gross salary for the employee share ofthe PERS contribution.
Medical Insurance: The Agency shall provide a group health insurance program
for regular full-time employees and annuitants (retirees). The Agency shall pay a
portion of the monthly medical insurance premium for annuitants, but in no event
shall the Agency's portion of the monthly premium be greater than the minimum
allowed for, and required by, by PERS rules and regulations, and/or other
applicable rules and regulations.
Cap on A2enCY Contributions Towards Medical, Dental, Vision and
Supplemental Life Insurance: Effective for January 1, 2003, insurance
premiums, the Agency's per employee contribution for Agency provided group
medical, dental and vision insurance premiums, supplemental life insurance
premiums, short-term disability premiums, the employee portion of group
deferred compensation and retirement, and PERS provided long-term care
premiums, shall not exceed, in the aggregate seven hundred seventy-five dollars
($775.00) per month per employee."
SECTION 3. The Commission hereby amends Section 17 of said Personnel
Policies and Procedures to add the President's Day Holiday to the list of paid holidays.
SECTION 4. The Commission hereby amends Section 32 of said Personnel
Policies to delete the title of Director of Business Recruitment, Retention and
Revitalization, and to add the title of Senior Project Manager.
CDc/2002-41
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF
THE CITY OF SAN BERNARDINO, CALIFORNIA, APPROVING
AMENDMENTS TO EXHIBITS "A", "B-1", "B-2", "B-3", "C-19" THROUGH "C-
21", "C-32" THROUGH "C-34", "C-44" THROUGH "C-46", "C-52" THROUGH
"C-54", AND SECTIONS 6, 17, AND 32; ADDITION OF EXHIBITS "C-57"
THROUGH "C-69"; AND DELETION OF EXHIBITS "C-12" THROUGH "C-14",
"C-22" THROUGH "C-24", AND "C-29" THROUGH "C-31" OF THE
PERSONNEL POLICIES AND PROCEDURES FOR ALL EMPLOYEES OF THE
CITY OF SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY.
SECTION 5. The Commission hereby adds Exhibits "C-57 through "C-59" Gob
description Real Property Services Manager), "C-60" through "C-63" Gob description
Senior Project Manager), "C-64" through "C-66" Gob description Fiscal/Administrative
Clerk III), and "C-67" through "C-69" Gob description Administrative Clerk II), of said
Personnel Policies and Procedures, as both attached hereto and incorporated herein.
SECTION 6. The Commission hereby deletes Exhibits "C-12" through "C-14"
Gob description Director of Business Recruitment, Retention and Revitalization), "C-22"
through "C-24" Gob description Staff Assistant), and "C-29" through "C-31" Gob
description Contract Administrator), of said Personnel Policies and Procedures.
SECTION 7. This Resolution shall take effect upon the date of its adoption.
II
II
II
II
II
II
II
II
CDC/2002-41
1
2
3
4
5
6
7
8
RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF
THE CITY OF SAN BERNARDINO, CALIFORNIA, APPROVING
AMENDMENTS TO EXHIBITS "A", "B-1", "B-2", "B-3", "C-19" THROUGH "C-
21", "C-32" THROUGH "C-34", "C-44" THROUGH "C-46", "C-52" THROUGH
"C-54", AND SECTIONS 6, 17, AND 32; ADDITION OF EXHIBITS "C-57"
THROUGH "C-69"; AND DELETION OF EXHIBITS "C-12" THROUGH "C-14",
"C-22" THROUGH "C-24", AND "C-29" THROUGH "C-31" OF THE
PERSONNEL POLICIES AND PROCEDURES FOR ALL EMPLOYEES OF THE
CITY OF SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY.
I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the
Community Development Commission of the City of San Bernardino at a
9 j to regular meeting thereof, held on the 16th day of December, 2002 by the
10
II
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
following vote, to wit:
Commission Members Ayes Nays Abstain Absent
ESTRADA X
-
LONGVILLE X
MCGINNIS X
DERRY X
SUAREZ X
ANDERSON X
// /
MCCAMMACK X ,/
(
The foregoing Resolution is hereby approved this I~ ~
L
J ItIyVaTIes, Chairperson
ity"bf San Bernardino Community
~elopment Commission
By:
December 16, 2002
EXHIBIT" A"
(AMENDED)
CITY OF SAN BERNARDINO
ECONOMIC DEVELOPMENT AGENCY
STAFF POSITIONS
1. Economic Development Agency Management
a. Executive Director
b. Deputy Director/Director of Housing and Community Development
c. Director of Administrative Services
d. Senior Project Manager
2. Economic Development Agency Confidential
a. Real Property Services Manager
b. Senior Financial! Administrative Analyst
3. Economic Development Agency Mid-management
a. Accounting Manager
b. Project Manager (4 positions)
4. Economic Development Agency General
a. Graphic and Design Coordinator
b. Assistant Project Manager (4 positions)
c. Construction Management Specialist
d. Senior Accounting Technician
e. Secretary
f. Fiscal! Administrative Clerk III
g. Administrative Clerk III
h. Administrative Clerk II
1. Operations Specialist
Personnel policies: exhibit a
EXHIBIT "B -1"
(AMENDED)
ECONOMIC DEVELOPMENT AGENCY
CITY OF SAN BERNARDINO
CLASSIFICATION RANGE AND SALARY SCHEDULE
December 16, 2002
Class
& Ranae# Position ~ 12 Q Q f
Manaaement
Executive Director - Under Contract
M 4150 Deputy Dir/Housing Comm Dev 7,410 7,780 8,168 8,558 8,985
M 4125 Director Admin Services 6,720 7,057 7,410 7,780 8,168
M 4000 Sr Project Manager 5,673 5,957 6,255 6,567 6,896
Confidential
C 3300 Real Property Serv Manager 6,095 6,400 6,720 7,057 7,410
C 3210 Sr Financial/Admin Analyst 4,766 5,005 5,255 5,518 5,794
Mid-Manaaement
MM 2187 Accounting Manager 5,005 5,255 5,518 5,794 6,083
MM 2185 Project Manager (4) 4,920 5,166 5,425 5,697 5,982
General
G 1190 Graphic Design Coordinator 4,473 4,697 4,932 5,179 5,438
G1190 Assistant Project Manager (4) 4,473 4,697 4,932 5,179 5,438
G 1170 Construction Management Spec 3,890 4,085 4,289 4,504 4,729
G 1155 Sr Accounting Technician 3,232 3,391 3,561 3,740 3,928
G 1145 Secretary 2,336 2,453 2,576 2,705 2,840
G 1144 Fiscal/Admin Clerk III 2,313 2,429 2,550 2,678 2,812
G 1140 Admin Clerk III 2,225 2,336 2,453 2,576 2,705
G 1138 Admin Clerk II 2,119 2,225 2,336 2,453 2,576
G 1120 Operations Specialist 1,867 1,960 2,058 2,161 2,269
M - Management
C - Confidential
MM - Mid-management
G - General
EXHIBIT "B - 2"
(AMENDED)
ECONOMIC DEVELOPMENT AGENCY
CITY OF SAN BERNARDINO
CLASSIFICATION RANGE AND SALARY SCHEDULE
July 1, 2003
Class
& Ranae# Position ~ ~ .Q Q &
Manaaement
Executive Director - Under Contract
M 4150 Deputy Dir/Housing Comm Dev 7,614 7,994 8,394 8,814 9,255
M 4125 Director Admin Services 6,922 7,268 7,632 8,012 8,413
M 4000 Sr Project Manager 5,843 6,135 6,442 6,764 7,102
Confidential
C 3300 Real Property Serv Manager 6,278 6,592 6,922 7,268 7,632
C 3210 Sr Financial/Admin Analyst 4,910 5,155 5,412 5,683 5,967
Mid-Manaaement
MM 2187 Accounting Manager 5,155 5,412 5,683 5,967 6,265
MM 2185 Project Manager (4) 5,069 5,322 5,588 5,868 6,161
Genera'
G 1190 Graphic Design Coordinator 4,607 4,937 5,079 5,334 5,601
G 1190 Assistant Project Manager (4) 4,607 4,937 5,079 5,334 5,601
G 1170 Construction Management Spec 4,007 4,207 4,418 4,639 4,870
G 1155 Sr Accounting Technician 3,328 3,494 3,669 3,853 4,045
G 1145 Secretary 2,406 2,626 2,653 2,785 2,925
G 1144 Fiscal/Admin Clerk "' 2,382 2,501 2,627 2,758 2,896
G 1140 Admin Clerk "' 2,292 2,406 2,527 2,653 2,786
G 1138 Admin Clerk II 2,182 2,292 2,406 2,527 2,653
G 1120 Operations Specialist 1,922 2,018 2,119 2,225 2,337
M - Management
C - Confidential
MM - Mid-management
G - General
EXHIBIT "B - 3"
(AMENDED)
ECONOMIC DEVELOPMENT AGENCY
CITY OF SAN BERNARDINO
CLASSIFICATION RANGE AND SALARY SCHEDULE
July 1, 2004
Class
& Ranae# Position 8- !:! Q Q &
Manaaement
Executive Director - Under Contract
M 4150 Deputy Dir/Housing Comm Dev 7,842 8,234 8,646 9,078 9,532
M 4125 Director Admin Services 7,130 7,486 7,860 8,252 8,665
M 4000 Sr Project Manager 6,018 6,319 6,634 6,966 7,315
Confidential
C 3300 Real Property Serv Manager 6,467 6,790 7,130 7,486 7,860
C 3210 Sr Financial/Admin Analyst 5,056 5,308 5,574 5,853 6,146
Mid-Manaaement
MM 2187 Accounting Manager 5,308 5,574 5,853 6,146 6,453
MM 2185 Project Manager (4) 5,220 5,481 5,755 6,043 6,345
General
G 1190 Graphic Design Coordinator 4,746 4,983 5,232 5,494 5,769
G 1190 Assistant Project Manager (4) 4,746 4,983 5,232 5,494 5,769
G 1170 Construction Management Spec 4,126 4,333 4,550 4,777 5,016
G 1155 Sr Accounting Technician 3,427 3,599 3,779 3,967 4,166
G 1145 Secretary 2,478 2,602 2,732 2,869 3,012
G 1144 Fiscal/Admin Clerk III 2,454 2,576 2,705 2,840 2,982
G 1140 Admin Clerk III 2,360 2,478 2,602 2,732 2,869
G 1138 Admin Clerk II 2,248 2,360 2,478 2,602 2,732
G 1120 Operations Specialist 1,980 2,079 2,183 2,292 2,407
M - Management
C - Confidential
MM - Mid-management
G - General
EXHIBIT "e - 19"
City of San Bernardino
ECONOMIC DEVELOPMENT AGENCY
Senior Financial/Administrative Analyst
SUMMARY JOB DESCRIPTION:
Under direction, performs a wide variety of highly responsible and complex technical and professional
accounting, auditing, financial and administrative duties; monitors, verifies and reconciles loan collection
activities and compliance; monitors contract and agreement compliance; prepares, monitors and verifies all
payrolls and benefits, and prepares and maintains all related reports; administers personnel and human
resource activities; monitors and verifies assessed property values and tax increment revenues for
properties and developments with the redevelopment project areas; assists with investment policies and
procedures, and budget and budget planning activities; assists in the preparation of redevelopment reports,
various professional accounting functions, and Agency wide audits; and performs related work as required.
REPRESENTATIVE DUTIES:
Duties may include, but are not limited to, the following:
I. Provide courteous and expeditious customer service to the general public and Agency staff.
2. Administer, review and report on all forms of redevelopment, community development, federal,
and low-and moderate income housing contracts, notes and agreements, and make
recommendations as to their implementation, compliance, financial payments and processing;
review contracts, loans and agreements for compliance with Agency policies and procedures and
other laws and guidelines.
3. Prepare correspondence as to compliance on contracts, loans and agreements; determine
appropriate action benchmarks and indicate when financial payments are due; confer and
coordinate with legal staff to take necessary action when indicated; prepare staffreports indicating
course of action.
4. Maintain all activities related to the monitoring, maintammg and reconciliation of all loans
receivable of the Agency; monitors payments received; issue monthly loan statements; monitor
impound funds, prepare disbursements from and reports interest earnings on the impound funds;
reconcile loan activities, payments and receivables; monitor and takes necessary action in loan
delinquencies and foreclosures; interact with loan clients concerning their loan activities; prepare
loan correspondence; prepare demand letters; prepare Agency reports on loan activities; review all
loan documents for compliance prior to disbursement of funds; analyze loan program and
activities and make recommendations and take action.
5. Prepare, monitor, report on and reconcile all payroll activities of the Agency; assist with payroll
inquiries; issue W -2s; prepare all tax reports and payments; prepare all benefit reports and
payments; analyze the payroll program, budgets and activities and make recommendations and
take actions; act as human resources coordinator for benefits and other personnel issues; research
salaries and benefits and make recommendations.
6. Provide information and technical assistance in matters relating to fund investment activIties,
financial conditions, and budget considerations in accordance with Agency policies and
procedures, and accounting principles.
7. Assist in the preparation of Agency budgets and budget planning activities, including providing
technical assistance to Agency personnel.
EXHIBIT "e - 20"
Economic Development Agency
Senior Financial/Administrative Analyst (continued)
8. Assist with the maintenance of financial general ledger and subsidiary ledgers and journal entries
in accordance with generally accepted accounting principles; assist in the preparation of monthly
and annual financial reports; assist with the reconciliation of accounts.
9. Prepare tax increment revenue projections from assessed property values for each redevelopment
project area; obtain valid projections of tax increment growth or reductions and identify
irregularities in tax receipts and take necessary corrective actions; prepare related reports; monitor
receipts and disbursements to various taxing entities, low-moderate housing fund, and to fiscal
agents.
10. Maintain loan records and files, including all notes and deeds of trust for loans, contract, owner
participation agreements and Agency owned properties; maintain and update financial reports of
all Agency property.
II. Assist with professional accounting activities including bank reconciliation, accounts receivable
and accounts payable, and general ledger; assist with year-end closing statements; assist with
financial audit.
12. Routinely adhere to and maintain a positive attitude towards City and Agency goals; and perform
related duties or work as required.
MINIMUM EXPERIENCE AND QUALIFICATIONS:
A Bachelor's degree or equivalent from an accredited college or university with major course work in
accounting, finance, business administration, public administration, or a closely related field.
Five (5) years of progressive experience in a professional accounting environment, with governmental
accounting desirable.
GENERAL QUALIFICATIONS:
Knowledge of:
Accounting theory, principles and practices of governmental accounting;
The applications to a wide variety of accounting transactions and problems; principles of account
classification;
Generally Accepted Accounting Principles;
Principles and practices of community development, low-and moderate income housing,
redevelopment and other federal programs rules and regulations;
Principles of personnel administration, laws and regulations;
Principles and practices of office management, administration and budgeting;
Financial and governmental reporting requirements;
Principles of fund accounting and budget controls.
Ability to:
Understand and apply governmental accounting and budgeting;
Analyze and evaluate accounting problems and develop pertinent accounting and related data in
the preparation of reports and statements;
2
EXHIBIT "e - 21"
Economic Development Agency
Senior Financial/Administrative Analyst (continued)
Participate in the preparation of complex financial and accounting reports;
Classify fiscal documents and transactions;
Effectively manage human resources;
Administer contracts for financial, fiscal and accounting policies and procedures;
Administer contracts for financial consideration and compliance with the terms;
Administer loan receivable programs for terms and conditions;
Independently perform the full range of responsible and difficult analytical and administrative
work involving the use of independent judgment and personal initiative;
Interpret and apply administrative and Agency policies and procedures;
Communicate clearly and concisely both orally and written;
Establish and maintain working relationships;
Gather, organize and analyze information and arrive at sound judgments.
PHYSICAL DEMANDS AND WORKING ENVIRONMENT:
The conditions herein are representative of those that must be met by an employee to successfully perform
the essential functions of this job. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential job functions.
Environment: Normal office setting;
Vision: See in the normal visual range with or without correction; vision sufficient to read small
print, computer screens and other printed material.
Hearing: Hear in the normal audio range with or without correction.
Physical: Incumbents require sufficient mobility to work in an office setting and operate office
equipment.
ORGANIZA nON AL RELA nONSHIPS:
The Senior Financial/Administrative Analyst pOSItIOn is a confidential position III the Economic
Development Agency. Supervision is received from professional or supervisory personnel.
Approved: Community Development Commission Date:
3
EXHIBIT "e - 32"
City of San Bernardino
ECONOMIC DEVELOPMENT AGENCY
Accounting Manager
SUMMARY JOB DESCRIPTION:
Under direction, performs highly responsible and complex technical and professional-level governmental
accounting duties of greater difficulty in the supervision and maintenance of financial records for
redevelopment, low- and moderate income housing, community development, other federal grants and
specialized funds; supervises and maintains technical financial records; prepares financial reports; manages
and maintains functional areas of accounting; reviews and records bond transactions; reviews and signs off
on work assignments for accuracy; provides assistance to the Administrative Services Director; and
performs related work as required.
REPRESENTATIVE DUTIES:
Duties may include, but are not limited to, the following:
I. Provide courteous and expeditious customer service to the general public and Agency staff.
2. Assist and participate in the development and implementation of complex, new, or revised
accounting programs, systems, procedures, and methods of operation.
3. Assist with the implement of all Governmental Accounting Board Standards (GASB) as required
for the Agency's financial records; work with outside Agency financial auditors to format Agency
financial reports, supply necessary back-up materials, answer questions, compile audit entries, and
assist with audit field work; assist with the preparation of federal and state financial reports as
required.
4. Participate in the organization and supervision of financial services, such as general accounting,
bank reconciliation and maintenance of accounts receivable and accounts payable; participate in
the maintenance of budgetary and expense controls; assist with the development and evaluation of
accounting systems and procedures; assist with the research and provide data for expenditures and
cash requirements and long-term indebtedness; assist with the organization and supervision of
contractual financial obligations.
5. Participate in preparation of annual budget and revenue projections; assist with assigned internal
audits and special accounting studies, including designing the projects, conducting necessary
investigations/research and preparing reports of findings and recommendations.
6. Maintain financial general and subsidiary ledgers, journals, budgetary and cost accounting records
in accordance with generally accepted accounting principles; prepare monthly and annual financial
reports and maintains records on the status of operations; assist in the administration of service
contracts; maintain accounting control; reconcile subsidiary and control accounts; audit invoices,
purchase orders, and payrolls; prepare reports of cash receipts and expenditures; review account
balances and entries for errors; make journal entries.
7. Review bond trust statements and make journal entries; review bond trust statements for financial
compliance; coordinate bond payments to trustee.
8. Assist with special project auditors, providing requested data, record and explanation of
procedures; assist in supervising, training and evaluating personnel; attend meetings and represent
EXHIBIT "e - 33"
Economic Development Agency
Accounting Manager (continued)
the Agency; provide information as necessary to the public; and operate specialized office
equipment, such as a calculator and computer.
9. Maintain and enter data information for federal grant programs; reconcile grant programs;
calculate and perform draw down of funds on federal programs (IDIS system).
10. Routinely adhere to and maintain a positive attitude towards City and Agency goals; and, perform
related duties as assigned.
MINIMUM EXPERIENCE AND OUALIFICATIONS:
A Bachelor's degree or equivalent from an accredited college or university with major course work in
accounting, finance, business or public administration, or a closely related field.
Six (6) years of experience in a professional accounting enviromnent, or three (3) years of experience with
certification as a Certified Public Accountant; two (2) years must be demonstrated in direct supervision of
subordinate personnel in a financial or accounting enviromnent.
GENERAL OUALIFICATIONS:
Knowledge of:
Generally accepted accounting principles, and accounting theory, principles and
practices of govermnental accounting;
Pertinent federal, state and local laws, codes, and regulations;
Spreadsheet and database applications;
Modem audit procedures and financial reporting requirements;
Application and resolution to a wide variety of accounting transactions and problems;
Principles and practices of office management, administration, budgeting;
Financial analysis and research procedures;
Modem office equipment and procedures;
English usage, spelling, grarmnar, punctuation, and report writing;
Ability to:
Participate in the management and supervision of complex accounting functions;
Participate in the preparation of complex financial and accounting reports;
Exercise sound judgment in evaluating accounting and control systems;
Analyze, evaluate and modify accounting methods and procedures;
Perform professional-level accounting of above-average difficulty;
Apply accounting principles to the maintenance and auditing of governmental and accounting
records;
Utilize a variety of computer software programs;
Accurate tabulate, record, balance and audit assigned transactions;
Exercise good judgment, flexibility, creativity, and sensitivity in response to changing situations
and needs;
Independently perform the full range of responsible and difficult analytical and financial work
involving the use of independent judgment and personal initiative;
Analyze contracts for financial and economic feasibility;
2
EXHIBIT "e - 34"
Economic Development Agency
Accounting Manager (continued)
Communicate clearly, concisely and effectively, both orally and in writing;
Plan and organize work to meet schedules and timelines;
Gather, organize and analyze information and arrive at sound conclusions;
Supervise, assign, train, and plan the work of staff;
Establish and maintain effective relationships with those contacted in the course of work;
Make arithmetic computations quickly and accurately;
Understand and carry out oral and written instructions;
PHYSICAL DEMANDS AND WORKING ENVIRONMENT:
The conditions herein are representative of those that must be met by an employee to successfully perform
the essential functions of this job. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential job functions.
Environment: Normal office setting.
Vision: See in the normal visual range with or without correction; vision sufficient to read small
print, computer screens and other printed documents.
Hearing: Hear in the normal audio range with or without correction.
Physical: Incumbents require sufficient mobility to work in and office setting and operate office
equipment.
ORGANIZATIONAL RELATIONSHIPS:
The Accounting Manager is a mid-management employee in the Economic Development Agency.
Direction is received from the Director of Administrative Services.
Approved: Community Development Commission Date:
3
EXHIBIT "e - 44"
City of San Bernardino
ECONOMIC DEVELOPMENT AGENCY
Senior Accounting Technician
SUMMARY JOB DESCRIPTION:
Under general supervision, performs a variety of difficult and highly complex assignments in technical
accounting duties, auditing work and general administration involving the preparation, review and
maintenance of financial and statistical records including purchasing, financial contracts and agreements,
accounts payable and accounts receivable; and performs related work as required.
REPRESENTATIVE DUTIES:
Duties may include, but are not limited to, the following:
1. Provide courteous and expeditious customer service to the general public and Agency staff.
2. Perform a variety of general accounting and auditing work requiring a thorough understanding of
the financial system.
3. Prepare, process and review complex financial or fiscal records, statements, and transactions
involving a variety of items in different forms and requiring the examination of essentially
dissimilar accounting details and substantially different types of support documentation; review
complex contracts and agreements for payment validity and compliance prior to check
preparation; assist with providing fiscal information and answering questions.
4. Review, research and process payments of more technical difficulty dealing with redevelopment,
low-and moderate housing income, and federal funds; maintain records of payments and balances
dealing with individual funding sources; from source agreements and contracts set up and
maintain contract balances in data entry for invoice processing; establish and maintain fiscal
account and budget account numbers; establish and maintain necessary files.
5. Prepare, process and audit claims, warrants, computer source documents and products; research,
verify validity and prepare invoices for payment, obtain payment approvals and complete check
payment process; validate and release checks; research payment history; correct and balance
accounts payable system; monitor purchase orders and contract balances prior to payment
approval; maintain master list of payment vendors and receivable vendors, update and prepare
reports as necessary; research and reconcile accounts payable and accounts receivable; prepare
purchase orders, requisitions and other documentation related to the purchase of supplies,
materials and services in accordance with Agency policies and procedures.
6. Audit daily cash receipts; prepare schedules of cash receipts and disbursements, and cash fund
balances; audit and monitor reception area cash receipts.
7. Prepare journal vouchers; analyze accounts; assist in year-end closing; prepare financial
schedules; make corrections to accounts payable, accounts receivable or general ledger as
necessary.
8. Research, review and purchase a variety of Agency equipment and equipment maintenance
agreements; thorough knowledge and implementation of the Agency's purchasing policies and
procedures; coordinate with various vendors.
EXHIBIT "e - 45"
Economic Development Agency
Senior Accounting Technician (continued)
9. Assist in the preparation of Agency budgets and budget planning activities, including providing
technical fmancial and general administration assistance to Agency personnel.
10. Routinely adhere to and maintain a positive attitude towards City and Agency goals; and, perform
related duties or work as required.
MINIMUM EXPERIENCE AND OUALIFICATIONS:
Graduation from high school or GED equivalent; college level accounting courses desirable.
Three (3) years of intermediate-level fmancial accounting experience, with governmental accounting
desirable.
GENERAL OUALIFICATIONS:
Knowledge of:
Principles and practices of general and governmental accounting;
Basic mathematical and statistical principles;
Advanced office procedures;
Advanced bookkeeping principles for the maintenance of fiscal and accounting
records;
Full range of policies, procedures, practices, rules, regulations and laws applicable
to the area of responsibility;
Computer terminal operating methods;
Spreadsheet and work processing operations;
Ability to:
Apply accounting, auditing and financial analysis principles to specific work
assignments; perform responsible technical level accounting;
Make complex and varied mathematical computations and tabulation rapidly and
accurately;
Handle cash;
Work with a high degree of independence;
Establish and maintain effective working relationships with those contacted in
the course of work;
Respond to questions from the public and Agency personnel;
Plan and organize work to meet schedules and timelines;
Understand and follow oral and written instructions;
Gather, organize and arrive at sound judgments;
Communicate clearly and concisely both orally and written.
PHYSICAL DEMANDS AND WORKING ENVIRONMENT:
The conditions herein are representative of those that must be met by an employee to successfully perform
the essential functions of this job. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential job functions.
Environment: Normal office setting.
2
EXHIBIT "e - 46"
Economic Development Agency
Senior Accounting Technician (continued)
Vision: See in the normal visual range with or without correction; vision sufficient to read small
print, computer screens and other printer material.
Hearing: Hear in the normal audio range with or without correction.
Physical: Incumbents require sufficient mobility to work in an office setting and operate office
equipment.
ORGANIZATIONAL RELATIONSHIPS:
The Senior Accounting Technician is a general posItIOn in the Economic Development Agency.
Supervision is received from professional or supervisory personnel.
Approved: Community Development Commission Date:
3
EXHIBIT "e - 52"
City of San Bernardino
ECONOMIC DEVELOPMENT AGENCY
Administrative Clerk III
SUMMARY JOB DESCRIPTION:
Under supervision, performs a variety of responsible and complex clerical and administrative assignments
and duties of moderate difficulty involving the use of a variety of office equipment; relieves management
staff of a variety of administrative details; provides information and assistance to the general public; and
performs related work as required.
REPRESENTATIVE DUTIES:
Duties may include, but are not limited to, the following:
I. Provide courteous and expeditious customer service to the general public and Agency staff.
2. Type, format, proofread, and produce final copy of a wide variety of reports, letters, memoranda,
spreadsheets, lists, and statistical charts; type from rough draft, verbal instructions, or transcribing
machine recordings; review drafts for punctuation, spelling, grammar; make or suggest corrections
to drafts; arrange for or distribute copies of materials; assemble and prepare materials for mailing.
Verify and review forms and reports for completeness and conformance with Agency policies,
procedures, services and operations; type, file, record, compute and maintain information;
compose correspondence requiring use of judgment based upon a thorough understanding of the
functions and procedures of the Agency, for review by a supervisor; compile and type agendas and
staff reports; data base entry (IDIS).
3. Plan, organize and carry out administrative assignments; research, compile and organize
information. File material into the filing system; initiate and maintain files and records; maintain
ledgers; initiate purchase order requests.
4. Compile information for a variety of regularly scheduled and special narrative and statistical
reports, locating sources of information, coding and classifying data, devising forms, and
determining proper format for finished reports.
5. Make photocopies of various materials; file materials as necessary; purge files and shred
documents as necessary; collate and bind information into reports.
6. Operate a variety of office equipment, such as a computer, calculator, transcription, copier and
other specialized office equipment; organize and coordinate arrangements for Agency and other
special meetings; maintain calendars and scheduling of appointments, meetings, room use,
equipment use and events; make travel arrangements.
7. Back-up receptionist. As such duties will include, but are not limited to: receptionist to the
public, City employees and Commission Chairperson and Members for taking and responding to
telephone calls and over-the-counter contacts; screen all inquiries, take messages, schedule
appointments as necessary, and answer questions that may require minimal research; ascertain
nature of all inquiries (telephone and counter) and determine appropriate action; make judgment
decisions as to when and where to refer business calls to the proper staff member; take clear and
accurate messages; receive, open, date stamp and distribute incoming Agency mail and process
outgoing mail; arrange all special mail delivery in priority order and distribute to the appropriate
staff member; notify appropriate Agency staff immediately of priority mail receive; receive faxes
and distribute to the appropriate staff member; send faxes as required; take cash and checks as
payments on loans; give correct cash change; maintain and reconcile cash box, count cash box
daily; log all checks received, verify that deposits are made of checks received; issue receipts for
EXHIBIT "e - 53"
Economic Development Agency
Administrative Clerk III (continued)
payments made; perform errands, banking, deposits, check distribution, City Hall business, and
any other errands away from the Agency office as necessary; perform routine maintenance of
Agency office equipment; ie: toner, glass cleaner, paper stock; provide Agency office supply
maintenance, ordering and putting supplies in proper places; check packing slip of supplies
received.
8. Routinely adhere to and maintain a positive attitude towards City and Agency goals; and, perform
related duties or work as required.
MINIMUM EXPERIENCE AND OUALIFICATIONS:
Graduation from high school or GED equivalent.
Two (2) years of intermediate level clerical experience. Typing speed of 50 words per minute.
GENERAL OUALIFICATIONS:
Knowledge of:
Modem office practices, equipment and computer programs;
Basic mathematics;
Advanced record keeping methods;
Basic public relations techniques and telephone etiquette;
Correct English usage including spelling, grammar and punctuation;
Preparation of business correspondence and reports;
Principles and practices of filing and standard office equipment operation;
Advanced word processing methods, spreadsheets and basic database applications.
Ability to:
Communicate clearly and concisely both orally and written;
Receive and give information over the telephone and counter in a respectful and
courteous manner;
Adjust work assignments, procedures and priorities to expedite work flow; handle
multiple priorities;
Perform simple arithmetic calculations; work with cash payments;
Proofread and detect errors in typing, spelling, grammar, and punctuation;
Establish and maintain filing system; maintain accurate records;
Perform clerical work with speed and accuracy;
Understand and carry out oral and written instructions;
Establish and maintain effective relationships with those contacted in the course
of work.
Compose correspondence;
Read, understand and apply moderately difficult materials;
Work with considerable independence, develop solutions to problems which do not require
deviation from policy and procedures.
2
EXHIBIT "e - 54"
Economic Development Agency
Administrative Clerk III (continued)
PHYSICAL DEMANDS AND WORKING ENVIRONMENT:
The conditions herein are representative of those that must be met by an employee to successfully perform
the essential functions of this job. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential job functions.
Environment: Normal office setting.
Vision: See in the normal visual range with or without correction; vision sufficient to read small
print, computer screens and other printed documents.
Hearing: Hear in the normal audio range with or without correction.
Physical: Incumbents require sufficient mobility to work in an office setting and operate office
equipment; transport materials and supplies weighing up to 20 pounds.
ORGANIZA TIONAL RELATIONSHIPS:
The Administrative Clerk III is a general position in the Economic Development Agency. Supervision is
received from professional or supervisory personnel.
Approved: Community Development Commission Date:
3
EXHIBIT "e - 57"
City of San Bernardino
ECONOMIC DEVELOPMENT AGENCY
Real Property Services Manager
SUMMARY JOB DESCRIPTION:
Under direction, performs highly responsible and complex technical and professional services related to
planning, directing and coordinating acquisition, disposition, valuation, recordation, lease negotiation,
displacee relocation and property management for real property interests of the Economic Development
Agency; and performs related work as required.
REPRESENTATIVE DUTIES:
Duties may include, but are not limited to, the following:
I. Provides courteous and expeditious customer service to the general public and Agency staff.
2. Plans, organizes, manages and directs all aspects of real estate property management.
3. Plans, supervises, reviews, coordinates and participates in the technical activities of appraisal,
negotiation, investigation, relocation and recording related to the Agency's real property interests,
purchases, leases, easements, rights-of-way, condemnations, sales and other real property services;
maintains constant liaison with Agency Project Managers to coordinate acquisition of properties
associated with their projects.
4. Prepares, reviews and edits various documents, agreements, and correspondence involved in real
property acquisition, sale or lease; prepares and submits for printing various newspaper
publications required involving real property transactions; prepares and presents oral and written
staffreports to various governing bodies for approval of real property transactions.
5. Prepares, reviews and submits purchase orders, invoices, and requests for payment concerning real
property operations and maintenance; coordinates utilities, weed abatement, maintenance and
landscaping for various Agency properties; negotiates service agreements in accordance with
Agency policies and procedures; monitors and controls expenditures.
6. Reviews lease revenue payments received for compliance with lease terms; determines courses of
action for late lease payments including correspondence, meetings, and evictions; coordinates with
Agency legal counsel foreclosure proceedings for delinquencies involving real property;
coordinates and attends foreclosure sales when necessary; provides technical advice, information
and materials relating to real property for use by legal counsel in court actions; may testify in court
as an expert witness on real property matters; monitors court actions involving real property
matters.
7. Coordinates relocation activities, including providing appropriate benefits and relocation payments
to relocatees, and ensuring conformance with appropriate federal and state relocation regulations
and procedures; coordinates demolition activities associated with Agency owned properties,
including hazardous materials disposition.
8. Secures, examines, and interprets title reports on real property transactions and prepares necessary
documents to secure clear title; prepares or directs the preparation of deeds, reconveyances,
agreements, and other documents; researches title matters concerning real property and determines
course of action; researches, responds and acts upon public inquires on property title issues.
EXHIBIT tIC - 58"
Economic Development Agency
Real Property Services Manager (continued)
9. Manages, arranges, maintains and supervises the activities of Agency special events at Court
Street Square and related sales of goods; maintains and operates these programs within the
approved budget; determines appropriate activities and lease rates for these activities; coordinates
supplies and services required for these programs; monitors and controls expenditures. Monitors
and provides oversight to the operations and management of the California Theater and the
Cinema Star complex.
10. Maintains a current detailed inventory of Agency owned surplus property; prepares and
implements an ongoing plan for marketing and disposing of such surplus property
11. Answers questions and provides information to the public, staff, governing bodies; investigates
complaints and recommends corrective action as necessary to resolve complaints.
12. Prepares federal, state and local reports as required.
13. Routinely adheres to and maintains a positive attitude towards City and Agency goals; and,
performs related duties as assigned.
MINIMUM EXPERIENCE AND QUALIFICATIONS:
A Bachelor's degree or equivalent from an accredited college or university with major course work in real
estate, finance, economics, business or public administration, or a closely related field.
Seven (7) years of professional experience in real estate management, including, but not limited to, real
property acquisition, disposition, real property negotiation, property management, operation and
maintenance, demolition, relocation, eminent domain, leases, appraisals, and budgetary controls.
Possession of a valid California class "C" driver's license.
GENERAL QUALIFICATIONS:
Knowledge of:
Pertinent federal, state and local laws, codes, and regulations concerning all aspects of real estate;
Real estate appraisal methods;
Lease agreements and leasing practices;
Condemnation laws, policies and practices;
Relocation assistance laws, procedures and practices;
Application and resolution to a wide variety ofreal estate transactions and problems;
Real estate analysis and research procedures;
Modem office equipment and procedures;
English usage, spelling, grammar, punctuation, and report writing;
Ability to:
Conduct and organize complex real estate functions, including, but not limited to, negotiation,
acquisition, disposition, appraisal, condemnation, leases, relocation and demolition;
Prepare complex reports, leases and agreements;
Interpret complex deeds, legal descriptions, property maps; title reports, and other leases and
agreements;
2
EXHIBIT "e - 59"
Economic Development Agency
Real Property Services Manager (continued)
Manage and operate Agency properties, including special events.
Exercise sound judgment in evaluating real estate transactions and control systems;
Maintain, organize and arrange the repairs, weed abatement, and operation of all properties;
Analyze, evaluate and modify real property methods and procedures;
Perform professional-level real property management of above-average difficulty;
Supervise and train staff;
Utilize a variety of computer software programs;
Exercise good judgment, flexibility, creativity, and sensitivity in response to changing situations
and needs;
Independently perform the full range of responsible and difficult analytical and technical work
involving the use of independent judgment and personal initiative;
Analyze contracts, agreements and leases for financial and economic feasibility;
Do technical research and prepare comprehensive reports;
Communicate clearly, concisely and effectively, both orally and in writing;
Plan and organize work to meet schedules and timelines;
Gather, organize and analyze information and arrive at sound conclusions;
Establish and maintain effective relationships with those contacted in the course of work;
Understand and carry out oral and written instructions;
PHYSICAL DEMANDS AND WORKING ENVIRONMENT:
The conditions herein are representative of those that must be met by an employee to successfully perform
the essential functions of this job. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential job functions.
Environment: Normal office setting and field environment; exposure to nOIses; work in
inclement weather conditions.
Vision: See in the normal visual range with or without correction; vision sufficient to read small
print, computer screens and other printed documents.
Hearing: Hear in the normal audio range with or without correction.
Physical: Incumbents require sufficient mobility to work in an office setting and operate office
equipment; require sufficient mobility for walking, standing or sitting for prolonged period of
time; travel to meetings outside the Agency offices is required.
ORGANIZATIONAL RELATIONSHIPS:
The Real Property Services Manager is a mid-management employee in the Economic Development
Agency. Direction is received from the Executive Director.
Approved: Community Development Commission Date:
3
EXHIBIT "e - 60"
City of San Bernardino
ECONOMIC DEVELOPMENT AGENCY
Senior Project Manager
SUMMARY JOB DESCRIPTION:
Under general direction, to provide lead supervision, and to provide highly complex technical support to
the Executive Director; plans, supervises, initiates, develops, manages and controls commercial, industrial
and housing projects and programs for Community Development Block Grant, redevelopment, economic
development, low-moderate housing fund and other federal/state grant activities; performs all aspects of
entitlement activities; manages, negotiates and finalizes property acquisition, property management,
relocation, and property disposition activities; manages demolition and on/off site construction activities;
undertakes property and asset management including leasing, sale, maintenance and rehabilitation
activities; performs business retention, business attraction, and business support activities; and performs
related duties as required.
REPRESENT A TIVE DUTIES:
Duties may include, but are not limited to, the following:
1. Provide courteous and expeditious customer service to the general public and Agency staff.
2. Provide lead supervision and training to assigned staff.
3. Monitor and forecast the fiscal and economic activity impact on the assigned project.
4. Assist in developing implementation strategies and in the review and evaluation of redevelopment
proposals received, including the incorporation of financing methods and programs that would
assist in the implementation of the proposed project; monitor and control financial aspects,
including the development and monitoring of program/project budgets; negotiate, administer and
monitor contracts and agreements.
5. Render technical assistance to private developers, citizen groups, nonprofit foundations, public
and private agencies, organizations, and individuals for the purpose of securing maximum
development through owner participation and/or private development.
6. Lead in the development and implementation new community development and redevelopment
projects, which are beneficial to the implementation of the goals of the City and of the Agency;
perform redevelopment project area adoption process as required; develop, implement and
perform business retention, business attraction and business support activities.
7. Lead in the preparation, coordination and/or review of written materials on projects including
development agreements, participation agreements, leases, maps, progress reports, grants,
financial documents, and Commission staffreports; present staff reports to Commission.
8. Lead in the preparation of requests for proposals and requests for qualifications for consulting
projects, studies, sale and development of land, and various programs or projects.
9. Coordinate, review and evaluate the work of third-party contractors, including appraisers, market
analysis and title companies.
10. Coordinate the activities of consultants in the planning, review and negotiate phases of assigned
projects; coordinate legal counsel activities.
EXHIBIT "e - 61"
Economic Development Agency
Senior Project Manager (continued)
I L Coordinate the development of long-range urban design goals, planning objectives, and
development standards within assigned project areas; prepare and/or evaluate proposed project
proformas; draft and assemble redevelopment plans for projects.
12. Develop, implement and monitor all aspects and activities of the Community Development Block
Grant program and other federal, state, local and low-moderate housing programs; ensure
compliance with all regulations, rules, policies and procedures of such programs and projects; set-
up and maintain all federal programs in on-line computer network as required; monitor proper
environmental clearance requirements.
13. Prepare federal, state grant applications, in accordance with all federal, entitlement, state or local
rules, regulations, policies and procedures; make recommendations as to specific funding levels,
feasibility and cost effectiveness of activities, programs and projects; prepare all necessary reports
and maintain records; maintain federal reporting in on-line computer program.
14. Undertake and supervise the planning and administration of development activities and real estate
transactions including acquisition, subdivision, disposition, relocation, management, land use, and
improvement for real property; interface and negotiate with developers with respect to potential
development proposals; negotiate community development and redevelopment agreements of a
highly complex and technical nature; develop creative financing methods to promote business and
development; develop contracts and agreements as a result of negotiations.
15. Perform small business attraction and retention; support and assist small businesses to develop and
grow through education and training.
16. Review proposals for development, consultants, federal grant funds, projects or programs and
determine feasibility and cost effectiveness; implement long and short-range land use planning
goals, economic development strategies and asset management activities.
17. Inspect on/off site contracts and construction in progress; assist in the review of contracts and
progress reports and maintain proper records; manage real property escrows and refinancing.
18. Work with citizen groups, legislative bodies and other community based organizations for the
proper flow of information requested or required in accordance with policies and procedures; work
with various agencies, contractors, or non-profit groups to develop and implement housing loan
programs; review loan documents and programs for compliance with all rules, regulations,
policies and procedures; make presentation to such groups as necessary.
19. Routinely adhere to and maintain a positive attitude towards City and Agency goals; and, perform
related duties or work as required.
MINIMUM EXPERIENCE AND QUALIFICATIONS:
A Bachelor's degree or equivalent from an accredited college or university with major course work in
business administration, public administration, finance, economics, urban planning or a closely related
field.
Seven (7) years of increasingly responsible professional experience in Community Development Block
Grant programs, federal and/or state grant programs, redevelopment, economic development and/or low-
moderate housing programs. Two (2) years of experience in direct supervision of subordinate personnel is
required.
Possession of a valid Class "C" California Driver's License.
2
EXHIBIT "e - 62"
Economic Development Agency
Senior Project Manager (continued)
GENERAL QUALIFICATIONS:
Knowledge of:
Principles and practices of advanced urban planning and redevelopment planning;
Principles and practices of public infrastructure improvements construction administration;
Methods and procedures ofredevelopment area plan formation and financing;
Principles and practices of contract administration;
Budgeting principles and practices for programs, projects and development;
Community Development Block Grant, and other federal/state grant program regulations, rules,
policies and procedures;
General redevelopment and redevelopment low-moderate housing fund laws, regulations, policies
and procedures;
Economic development, business attraction and retention, and revitalization policies and
procedures;
Attraction of small businesses and assistance with motivation, development and financing
methods;
Real estate, environmental, relocation and demolition rules and regulations;
Methods and techniques of contract interpretation, including acquisition, disposition, construction,
Financing, demolition and property management;
California real estate law and relocations assistance law, methods and procedures;
Principles and practices of lead supervision and training;
Modem office equipment and various computer programs, including federal IDIS;
Ability to:
Lead, organize and review the work of professional personnel;
Evaluate and modify redevelopment program methods and procedures;
Interpret construction administration documents and site plans;
Interpret and explain redevelopment policies and procedures;
Prepare plans, specifications and bid documents;
Prepare and administer development and project budgets;
Implement policies and procedures and make recommendations for change or corrective action;
Review loan requests, loan documentation, proposals, contracts, agreements and make sound
recommendations;
Express ideas on technical subjects clearly and concisely, orally and written; proper use of
grammar, spelling, punctuation, and precise report writing;
Negotiate technical and complex development agreements;
Independently perform the full range of responsible and difficult analytical and technical work
involving the use of independent judgment and personal initiative;
Gather, organize and analyze information and arrive at sound conclusions;
Understand and carry out oral and written instructions;
Establish and maintain effective working relationships with those contacted in the course of work;
PHYSICAL DEMANDS AND WORKING ENVIRONMENT:
The conditions herein are representative of those that must be met by an employee to successfully peiform
the essential functions of this job. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential job functions.
Environment: Normal office setting and field environment; exposure to noises; work III
inclement weather conditions.
3
EXHIBIT "e - 63"
Economic Development Agency
Senior Project Manager (continued)
Vision: See in the nonnal visual range with or without correction; vision sufficient to read small
print, computer screens and other printed documents.
Hearing: Hear in the normal audio range with or without correction.
Physical: Incumbents require sufficient mobility to work in an office setting and operate office
equipment; require sufficient mobility for walking, standing or sitting for prolonged periods of
time; travel to meetings outside the Agency offices is required.
ORGANIZATIONAL RELATIONSHIPS:
The Senior Project Manager is a mid-management position in the Economic Development Agency under
the direction of the Executive Director. The Senior Project Manager is a lead position supervising Project
Managers.
Approved: Community Development Commission Date:
4
EXHIBIT lie - 64"
City of San Bernardino
ECONOMIC DEVELOPMENT AGENCY
Fiscal/Administrative Clerk III
SUMMARY JOB DESCRIPTION:
Under general supervision, performs a variety of responsible and advanced record keeping, bookkeeping,
fiscal, statistical and administrative assignments and duties of moderate difficulty involving the use of a
variety of office equipment; relieves management staff of a variety of administrative details; provides
information and assistance to the general public; and performs related work as required.
REPRESENTATIVE DUTIES:
Duties may include, but are not limited to, the following:
I. Provide courteous and expeditious customer service to the general public and Agency staff.
2. Preparation of bank deposits and banking; verification of funds; obtains check and voucher
signatures; financial data entry from deposits and checks; enter data into financial general journal;
assist with accounts payable and account receivable; send out invoices for loans receivable; post,
adjust and reconcile accounts; assist financial/administrative staff; prepare payments for
disbursement.
3. Type, format, proofread, and produce final copy of a wide variety of reports, letters, memoranda,
spreadsheets, lists, and statistical charts; type from rough draft and/or verbal instructions; review
drafts for punctuation, spelling, grammar; make or suggest corrections to drafts; arrange for or
distribute copies of materials; assemble and prepare materials for mailing; verify and review forms
and reports for completeness and conformance with Agency policies, procedures, services and
operations; type, file, record, compute and maintain information; compose correspondence,
requiring use of judgment based upon a thorough understanding of the functions and procedures of
the Agency, for review by a supervisor.
4. Plan, organize and carry out administrative assignments; research, compile and organize
information; maintain financial ledgers; initiate purchase order requests and maintains purchase
order control log and assigned numbers; maintain record of fixed equipment and furniture assets.
5. Compile and enter information for a variety of regularly scheduled and special narrative and
statistical reports, locating sources of information, coding and classifying data, devising forms,
and determining proper format for finished reports; research and copying for public document
requests.
6. Make photocopies of various materials; collate and bind information into reports file materials as
necessary; file material into the filing system; initiate and maintain files and records; purge files
and shred documents as necessary; imaging of historical and current documents; maintain control
log of documents and files; manage and maintain central file system.
7. Operate a variety of office equipment, such as a computer, calculator, document imaging, copier
and other specialized office equipment.
8. Routinely adhere to and maintain a positive attitude towards City and Agency goals; and, perform
related duties or work as required.
EXHIBIT "e - 65"
Economic Development Agency
Fiscal/Administrative Clerk III (continued)
MINIMUM EXPERIENCE AND OUALIFICATIONS:
Graduation from high school or GED equivalent.
Two (2) years of fiscal clerical experience. Alpha and numeric keyboard skills.
GENERAL OUALIFICATIONS:
Knowledge of:
Modem office practices, equipment and computer programs;
Basic mathematics;
Advanced record keeping methods;
Basic bookkeeping methods;
Correct English usage including spelling, grammar and punctuation;
Preparation of business correspondence and reports;
Principles and practices of filing and standard office equipment operation;
Advanced word processing methods, spreadsheets and basic database applications.
Ability to:
Communicate clearly and concisely both orally and written;
Receive and give information in a respectful and courteous manner;
Adjust work assignments, procedures and priorities to expedite work flow; handle
multiple priorities;
Perform simple arithmetic calculations; work with cash payments;
Proofread and detect errors in typing, spelling, grammar, and punctuation;
Establish and maintain filing system; maintain accurate records;
Perform fiscal clerical work with speed and accuracy;
Understand and carry out oral and written instructions;
Establish and maintain effective relationships with those contacted in the course
of work.
Compose correspondence;
Read, understand and apply moderately difficult materials;
Work with considerable independence, develop solutions to problems which do not require
deviation from policy and procedures.
PHYSICAL DEMANDS AND WORKING ENVIRONMENT:
The conditions herein are representative of those that must be met by an employee to successfully perform
the essential functions of this job. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential job functions.
Environment: Normal office setting.
Vision: See in the normal visual range with of without correction; vision sufficient to read small
print, computer screens and other printed documents.
2
EXHIBIT "e - 66"
Economic Development Agency
Fiscal/Administrative Clerk III (continued)
Hearing: Hear in the normal audio range with or without correction.
Physical: Incumbents require sufficient mobility to work in an office setting and operate office
equipment; transport materials and supplies weighing up to 20 pounds.
ORGANIZATIONAL RELATIONSHIPS:
The Fiscal! Administrative Clerk III is a general pOSItIon in the Economic Development Agency.
Supervision is received from professional or supervisory personnel.
Approved: Community Development Commission Date:
3
EXHIBIT "e - 67"
City of San Bernardino
ECONOMIC DEVELOPMENT AGENCY
Administrative Clerk II
SUMMARY JOB DESCRIPTION:
Under supervision, performs a variety of clerical and administrative duties and assignments of entry-level
difficulty involving the use of a variety of office equipment; primary office support for the front reception
desk to provide information and assistance to the general public; and performs related work as required.
REPRESENTATIVE DUTIES:
Duties may include, but are not limited to, the following:
I. Provide courteous and expeditious customer service to the general public and Agency staff.
2. Primary receptionist to the public, City employees and Commission Chairperson and Members for
take and respond to telephone calls and over-the-counter contacts; screen all inquiries, take
messages, schedule appointments as necessary, and answer questions that may require minimal
research; ascertain nature of all inquiries (telephone and counter) and determine appropriate
action; make judgment decisions as to when and where to refer business calls to the proper staff
member; take clear and accurate messages; make announcements and page persons; maintain a
highly professional image through appearance, attitude and manner.
3. Receive, open, date stamp and distribute incoming Agency mail and process outgoing mail;
arrange all special mail delivery in priority order and distribute to the appropriate staff member;
notify appropriate Agency staff immediately of priority mail received; issue and receive forms,
applications, permits and other documents.
4. Receive faxes and distribute to the appropriate staff member immediately; send faxes as required.
5. Organize and coordinate arrangements for Agency and other special meetings; maintain calendars
and scheduling of appointments, meetings, room use, equipment use and events.
6. Take cash and checks as payments on loans; give correct cash change; maintain and reconcile cash
box, count cash box daily; log all checks received, verify that deposits are made of checks
received; issue receipts for payments made.
7. Perform clerical duties; type schedules, letters, forms, labels, and other general documents as
required; proofread materials for clerical accuracy, spelling, grammar, and punctuation; data base
entry.
8. Perform errands, banking, deposits, check distribution, City Hall business, and any other errands
away from the Agency office as necessary.
9. Assist with Agency office supply maintenance, order and put supplies in proper places; check
packing slip of supplies received; make photocopies of various materials; file materials as
necessary; purge files and shred documents as necessary.
10. Perform routine maintenance of Agency office equipment; ie: toner, glass cleaner, paper stock.
II. Operate a variety of office machines, copies, collates, staples and otherwise bind a variety of
materials.
EXHIBIT "e - 68"
Economic Development Agency
Administrative Clerk II (continued)
12. Maintain professional appearance of the front desk and reception area.
13. Routinely adhere to and maintain a positive attitude towards City and Agency goals; and, perform
related duties or work as required.
MINIMUM EXPERIENCE AND QUALIFICATIONS:
Graduation from high school or GED equivalent.
One (I) year of entry-level level clerical experience with reception and telephone experience. Typing
speed of 40 words per minute.
GENERAL QUALIFICATIONS:
Knowledge of:
Modem office practices and procedures, equipment and computer programs;
Basic record keeping methods;
Basic mathematics;
Reception and telephone techniques;
Correct English usage, spelling, grammar and punctuation.
Ability to:
Communicate clearly and concisely both orally and written;
Receive and give information over the telephone and counter in a respectful and
courteous manner;
Adjust work assignments, procedures and priorities to expedite work flow; handle
multiple priorities;
Perform simple arithmetic calculations; work with cash payments;
Proofread and detect errors in typing, spelling, grammar, and punctuation;
Read and write at the level required for successful job performance
Follow a prescribed clerical routine;
Operate a telephone console;
Understand and carry out oral and written instructions;
Establish and maintain effective relationships with those contacted in the course
of work.
PHYSICAL DEMANDS AND WORKING ENVIRONMENT:
The conditions herein are representative oj those that must be met by an employee to successfully perform
the essential functions of this job. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential job junctions.
Environment: Normal office setting.
Vision: See in the normal visual range with of without correction; vision sufficient to read small
print, computer screens and other printed documents.
Hearinl!: Hear in the normal audio range with or without correction;
2
EXHIBIT "e - 69"
Economic Development Agency
Administrative Clerk II (continued)
Phvsical: Incumbents require sufficient mobility to work in an office setting and operate office
equipment; transport materials and supplies weighing up to 20 pounds.
ORGANIZATIONAL RELATIONSHIPS:
The Administrative Clerk II is a general position in the Economic Development Agency. Supervision is
received from a professional or supervisory staff member.
Approved: Community Development Commission Date:
3