HomeMy WebLinkAboutR35-Economic Development Agency
ECONOMIC DEVELOPMENT AGENCY
OF TIlE CITY OF SAN BERNARDINO
REOUEST FOR COMMISSION/COUNCIL ACTION
FROM: Gary Van Osdel
Executive Director
O ... . ,'", . ~u,B~LCT:
hi.... i i .Ii
Agency Reorganization and
Benefits Structuring Plan
DATE: December 6, 2002
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Svnoosis of Previous CommissionlCouncWCommittee Action(s):
On December 5, 2002, the Redevelopment Committee Members Anderson, Suarez and Estrada unanimously voted to
recommend approval of the Agency's Reorganization and Benefits Strocturing Plan.
Recommended Motion(s):
(Communitv Develonment Commission)
MOTION:
RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF TIlE CITY OF
SAN BERNARDINO, CALIFORNIA, APPROVING AMENDMENTS TO EXHmlTS "A", "B-
1", "B-2", "B-3", "C-I9" THROUGH "C-2I, "C-32" THROUGH "C-34", "C-44" THROUGH
"C-46", "C-52" THROUGH "C-54", AND SECTIONS 6, 17, AND 32; ADDITION OF
EXHmrrS "C-57" THROUGH "C-69"; AND DELETION OF EXHmrrS "C-I2" THROUGH
"C-I4", "C-22" THROUGH "C-24" AND "C-29" THROUGH "C-3I" OF THE PERSONNEL
POLICIES AND PROCEDURES FOR ALL EMPLOYEES OF TIlE CITY OF SAN
BERNARDINO ECONOMIC DEVELOPMENT AGENCY.
Contact Person(s): Gav Van OsdellBarbara Lindseth
Phone: 663-1044
Project Area(s):
All
Ward(s): All
Supporting Data Attached:1lll Staff Report 0 Resolution(s) 0 Agreement(s)/Contract{s) 0 Map(s) 0 LtrlMemo
FUNDING REQUIREMENTS: Amount: NA
Source: All
SIGNATURE:
Budget Authority:
Fiscal Year 2002-03
;1 P
Ji,l~~C~f ')j<,R 't('
Barbara Lindseth
Admin Services Director
Commission/Council Notes:
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GVO:bl:Agenda CDC reorg.doc COMMISSION MEETING AGENDA
MEETING DATE: 12/1612002
Agenda Item Number: l$..-
ECONOMIC DEVELOPMENT AGENCY
STAFF REPORT
Agency Reorganization and Benefits Structuring Plan
Bacmound:
The Economic Development Agency, like the City of San Bernardino, experiences difficulty in
attracting and holding on to talented staff. The Agency, with an authorized staffmg level of twenty-foUT
(24), currently has foUT (4) unfilled positions (21% of its workforce) and has had foUT (4) vacancies for
the better part of a year.
In October of 200 1, the Commission approved three (3) new positions: one (1) Project Manager and
two (2) Assistant Project Managers, raising the Agency's authorized staffing to its current level During
the ensuing recruitment process, initiated in January of this year, the Agency lost two (2) gifted
employees, Sue Morales (Assistant Project Manager) and Margaret Park (Project Manager), to
employment opportunities with substantial increases in wages and benefits. Thus, the Agency's
search for three (3) new talents suddenly became a search for five (5).
In May 2002, subsequent to screening some 107 applications and inteJViewing the 24 candidates who
met minimum qualifications for the position, selections of the most qualified candidates were made.
However, of the five (5) candidates, one (1) accepted employment with the Agency, one (1) failed the
background check, and three (3) declined the Agency's offers because they had been offered and had
accepted other employment for higher pay and better benefits.
Because of the Agency's inability to attract a large enough pool of qualified applicants, its failure to
secure commitments from three (3) of the top candidates to whom offers were made, and its loss of
two (2) valuable employees to overly competitive opportunities, Agency management initiated a
reassessment of the overall organization. With an eye toward assuring OUT ability to handle the
workload in the near term, management looked at job descriptions vis-a vis actual job responsibilities,
individual employee aptitudes and experience, internal career ladders, promotion potentials, and
internal training opportunities. Furthermore, with an eye toward improving the Agency's competitive
recruitment/retention posture over the long haul, management evaluated the Agency's salary structure
and benefit package in relation to salary !benefit packages in competing agencies.
As a result of the reassessment process, management is proposing a three year Economic
Development Agency Reorganization and Benefits Structuring Plan that will enhance the Agency's
ability to compete for and retain the best talent, while carrying out its mission more effectively at an
overall cost savings to the Agency. The Plan includes the elimination of one (1) position, the
reclassification of eight (8) positions, an increase in the Agency contribution towards insurance and a
change in the retirement plan.
GYO:bl:Agenda CDC reorg.doc
COMMISSION MEETING AGENDA
MEETING DATE: 1211612002
Agenda Item Number: R..~i)
Staff Report
Agenda Item - Agency Reorganization and Benefits Structuring Plan
Page-2-
Before discussing the specifics of the Plan, it is important to consider the following:
1. Most cities, counties and other local governmental structures have opted for revised
retirement plans (i.e. 2% @55, 2.5% @55, 2.7% @ 55 or 3% @50) as the cornerstone of
their recruitment strategies. However, this strategy has created a catch 22 for those entities.
While these retirement packages are intended to lure new employees and help government
hold onto valued workers, they also entice veteran workers to take early retirement at age 55
or before. WIth this in mind, management is recommending a plan, which on the one hand
will help in recruitment efforts and on the other hand will entice valued employees to stick
around.
2. The implementation of the salary survey in July 2001 brought Agency employees closer to par
with employees in other agencies, however, the salary survey process, and the gathering of
salary information, had actually begun in the previous year (July 2000). Failure to implement
cost ofliving increases ("COLA") on a timely basis will result in the Agency employees once
again dropping behind their counterparts in other agencies. Based upon the United States
Department of Labor, Bureau of Labor Statistics, the Consumer Price Index ("CPI")
increased for the 2001 year (3.3%) and for the 2002 year (2.6% through October).
3. While the "at will" status of all Agency employees is absolutely essential to tile long-term
survival of the Agency, it is a detriment to recruiting, as there is no union, association or
system of civil service "protecting" job security and! or representing employee interests.
4. The Commission bas previously approved certain actions related to this overall proposal. On
June 6, 2002, the Commission approved the promotion of two (2) Agency employees (Ms.
usa Gomez and Mr. Mike Trout), each with over ten (10) years of related experience with the
Agency, to the positions of Assistant Project Manager and Project Manager respectively. In
tile budget workshop leading up to approval of the Agency's 2002-03 Budget, the
Commission was advised that the funds necessary to cover an increase in the Agency's
contribution towards insurance premiums for the employees was reflected in the budget In
addition, the Commission was advised that the Budget reflected cost savings in the
Administrative Services Division and management would be forthcoming with a restructuring
plan in the future.
GVO:bl:Agenda CDC reorg.doc
COMMISSION MEETING AGENDA
MEETING DATE: 12/1612002
Agenda Item Number: ItJS
Staff Report
Agenda Item - Agency Reorganization and Benefits Structnring Plan
Page-3-
Current Issues:
Presentation of the proposed Economic Development Agency Reorganization And Benefits
Structuring Plan
Al!encv Reol'l!anization:
1. It is proposed that a reorganization and reclassification of staff occur as follows:
2. The vacant Contract Administrator position be eliminated ($4,685 - $5,697 - mid-
management).
3. The vacant Staff Assistant position ($2,926 - $3,555 - confidential) be reclassified (title,
job duties and compensation) to Fiscal! Administrative Clerk III ($2,313 - $2,812 - general).
4. The Senior Accountant title position ($4,473 - $5,438 general) be reclassified (title, job duties
and compensation) to Accounting Manager ($5,005 - $6,083 mid-management).
5. The Accounting/Collections Officer position ($4,209 - $5,116 confidential) be reclassified
(title, job duties and compensation) to Senior Financial/Administrative Analyst ($4,766 -
$5,794 confidential).
6. The Accounting Technician II position ($2,926 - $3,555 general) be reclassified (title, jobs
duties and compensation) to Senior Accounting Technician ($3,232-$3,928 general).
7. That one (1) Project Manager position ($4,920 -$5,982 mid-management) be reclassified
(title, job duties and compensation) to Senior Project Manager ($5,673 - $6,896
management).
8. The Director ofBusiness Recruitment, Retention and Revitalization position ($6,720 - $8,168
management) be reclassified (title, job duties and compensation) to Real Property Services
Manager ($6,095 - $7,410 confidential).
9. That the two (2) Typist Clerk III positions ($2,225 - $2,705 general) be reclassified one each
to Administrative Clerk II ($2,119 - $2,576 general) and Administrative Clerk III ($2,225 -
$2,705 general).
GYO:bl:Agenda CDC reorg.doc
COMMISSION MEETING AGENDA
MEETING DATE: lZ/1612002
Agenda Item Number: ~
Staff Report
Agenda Item - Agency Reorganization and Benefits Structuring Plan
Page-4-
10. That the vacant positions of Project Manager and Assistant Project Manager be retained as
vacant.
Fiscal Impact: With these organizational changes, there wiD he a total Agency savings
of approximately $298,135 for the balance of the current fISCal year.
Benefits Structurinl!:
1. Employee Insurance:
It is proposed that the Agency's contribution to the employees insurance plan be increased by
$175 per employee per month effective January 1, 2003.
Fiscal Impact: The total Agency cost of this benefit is $22,000 for the fiscal year, which
was allowed for in the adopted fiscal year 2002-03 Agency budget.
2. Public Employees Retirement System ("PERS")
It is proposed that the Agency implement the 3% @ 60 PERS retirement plan effective July 1,
2003 for current and new employees (not former employees) pursuant to PERS rules and
regulations.
The adoption of the 3% @ 60 plan requires a I % employee contnDution. In anticipation of
bringing the request forward to the Commission, Agency employees voted unanimously to
approve the 1 % contribution.
According to PERS, the Agency is currently superfunded ($1,949,139) based upon the June
30,2001 actuarial valuations. Based on the estimated loss of6% of the actuarial value of the
assets for fiscal year 2001-02, coupled with the proposed change to the retirement plan, it is
anticipated by PERS that the Agency will remain superfunded for the fiscal year 2003-04, but
will pay an estimated 4.3% employer portion for the 2004-05 fiscal year ($55,900).
Fiscal Impact: No additional cost for the 2003-04 fISCal year. Estimated cost for the
fiscal year 2004-05 is $55,900. The costto the employee is 1 % of gross salary per month.
GVO:bl:Agenda CDC reorg.doc
COMMISSION MEETING AGENDA
MEETING DATE: 12/1612002
Agenda Item Number: R.M'
Staff Report
Agenda Item - Agency Reorganization and Benefits Structuring Plan
Page-5-
3. President's Day
That President's Day be added to the list of paid holidays for Agency staff
Fiscal Impact: No additional cost to Agency.
Cost of Livin!! IncrelllleS:
It is proposed that Agency staff receive a 3% cost of living increase ("COLA") as ofJuly 1, 2003
and a 3% cost of living increase as ofJuly 1,2004 based upon the recent trend ofCPI increases.
Fiscal Impact: No effect on fiscal year 2002-03 budget. The total Agency cost is estimated
at $44,000 for the fiseal year 2003-04, and is estimated at 546,000 for the fiscal year 2004-
05.
Environmental Impact:
None.
Fiscal Impact:
The total implementation savings for the Agency Reorganization and Benefits Structuring Plan is
projected to be $276,135 for fiscal year 2002-03, $182,800 for fiscal year 2003-04, and $77,100 for
fiscal year 2004-05 (see Attachment I).
Recommendation:
That the Community Development Commission approve the Agency's Reorganization and Benefits
Structuring Plan and adopt the Resolution amending the Agency's Personnel Policies and Procedures.
The PERS Resolution implementing the retirement plan will be brought back for Commission
approval prior 0 June 30, 2003.
el, Executive Director ')v' )
GVO:bl:Agenda CDC reorg.doc
COMMISSION MEETING AGENDA
MEETING DATE: 11116/2002
Agenda Item Number: Il3S
Attachment I Page 1
Total Impact Fiscal Year 2002-G3
Reoraanlzation:
1. Elimination of vacant Contract Administrator position
2. Reclassifications
3. Vacant Project Manager
4. Vacant Assistant Project Manager
Total Estimated Savings
(83,000)
(63,135)
(81,000)
171.000\
1298.135\
Benefits:
1. Agency Contribution Insurance Premiums 6 mos
2. PERS Retirement 3% @ 60 Plan
(Plan takes effect FY 2003-04)
3. Presidenfs Day Holiday
Total Cost of Benefits
22,000
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22.000
Cost of Livina:
1. No Cost of Living 100 eases FY 2002-03
.Q
Total Estimated Savings For Fiscal Year 2002-G3
1276.135\
Page-1-
Attachment 1 Page 2
Total Impact Fiscal Vear 2003-04
Reoraanization:
1. Elimination of vacant Contract Administrator position
2. Reclassifications
Total Estimated Savings
(83,000)
135.800\
1118.800\
Benefits:
1. Agency Contribution Insurance Premiums 12 mos
2. PERS Retirement 3% @ 60 Plan
The estimated increase to employer portion is 3.864%
based upon actuarials of June 30, 2001 - it is anticipated
the Agency will remain supelfunded and that the employer
portion for FY 2003-04 will remain at 0%.
3. President's Day Holiday
Total Cost of Benefits
44,000
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Cost of Livina:
1. 3% COLA July 1, 2003
44.000
Total Estimated Savings For Fiscal Vear 2003-04
(30,800)
Vacant Positions:
1. Vacant Project Manager
2. Vacant Assistant Project Manager
Total Vacant Positions
(81,000)
171.000\
1152.000\
Total Estimated Savings With Vacant Positions
1182.800\
Page-2-
Attachment 1 Page 3
Total Impact Fiscal Year 2004-05
Reoraanlzation:
1. Elimination of vacant Contract Administrator position
2. Reclassifications
Total EstImated Savings
(83,000)
132.000\
1115.000)
Benefits:
1. AliJency Contribution Insurance Premiums 12 mos
2. PERS Retirement 3% @ 60 Pian
At this time baSed upon PERS actuarial calculations
it Is estimated that the employer portion will be
4.3% of gross salaries - employees will pay 1%
of gross salary.
3. President's Day Holiday
Total Cost of Benefits
44,000
55,900
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Cost of Llvina:
1. 3% COLA July 1, 2003
2. 3% COLA July 1, 2004
Total Cost of COLA
44,000
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Total Estimated Cost For Fiscal Year 2004-05
Z4J!QQ
Vacant Positions:
1. Vacant Project Manager
2. vacant Assistant Project Manager
Total Vacant Positions
(81,000)
171.000\
1152.000\
Total Estimated Savings With Vacant Positions
m.1oo\
Page-3-
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RESOLUTION NO.
5
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"j AND DELETION OF EXHIBITS "C-I2" 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.
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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
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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-I" 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
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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-3l" OF THE
PERSONNEL POLICIES AND PROCEDURES FOR ALL EMPLOYEES OF THE
CITY OF SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY.
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7 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
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Section 32, and deletions of Exhibits "C-4" through "C-T' 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-
I", "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; add Exhibits "C-57" through
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"C-69"; and delete Exhibits "C-12" through "C-14", "C-22" through "C-24", and "C-29"
through "C-31" 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 I, 2004), "CI9" through "C-21" Gob description Senior
Financial/Administrative Analyst), "C-32" through "C-34" Gob description Accounting
Manager), "C-44" through "C-46" Gob description Senior Accounting Technician), "C-
52" through "C-54" Gob description Administrative Clerk III), as amended, to said
Agency Personnel Policies and Procedures.
.
.
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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.
;)
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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 I, 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 of the 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.
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Cap on A2encv Contributions Towards Medical. Dental. Vision and
Supplemental Life Insurance: Effective for January I, 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
. 27 Revitalization, and to add the title of Senior Project Manager.
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RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF
THE CITY OF SAN BERNARDINO, 'CALIFORNIA, - APPROVING
l\MENDMENTS 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-3l" OF THE
PERSONNEL POLICIES AND PROCEDURES FOR ALL EMPLOYEES OF THE
CITY OF SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY.
;)
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SECTION 5. The Commission hereby adds Exhibits "C-57 through "C-59" (job
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description Real Property Services Manager), "C-60" through "C-63" (job description
Senior Project Manager), "C-64" through "C-66" (job description Fiscal! Administrative
Clerk III), and "C-67" through "C-69" (job description Administrative Clerk ll), 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"
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(job description Director of Business Recruitment, Retention and Revitalization), "C-22"
through "C-24" (job description Staff Assistant), and "C-29" through "C-31" (job
description Contract Administrator), of said Personnel Policies and Procedures,
SECTION 7, This Resolution shall take effect upon the date of its adoption,
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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 32j ADDITION OF EXHIBITS "C-57"
THROUGH "C-69"j 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.
;)
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7 I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the
8 Community Development Commission of the City of San Bernardino at a
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meeting thereof, held on the
day of
, 2002 by the
following vote, to wit:
Commission Members
Aves Nays
Abstain
Absent
ESTRADA
LONGVILLE
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MCGINNIS
DERRY
SUAREZ
ANDERSON
MCCAMMACK
Secretary
The foregoing Resolution is hereby approved this
day of
,2002.
Judith Valles, Chairperson
City of San Bernardino Community
Development Commission
By:
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DecemberJ6,2002
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
e EXHIBIT "B - 1"
(AMENDED)
ECONOMIC DEVELOPMENT AGENCY
CITY OF SAN BERNARDINO
CLASSIFICATION RANGE AND SALARY SCHEDULE
December 16, 2002
Class
& Ranae# Position f:!, .!2 .Q Q f;
Manaaement
Executive Director - Ul)der Contract
M 4150 Deputy DirlHousing 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
C3210 Sr Financial/Admin Analyst 4,766 5,005 5,255 5,518 5,794
Mid-Manaaement
e 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
G 1190 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
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e EXHIBIT "B - 2"
(AMENDED)
ECONOMIC DEVELOPMENT AGENCY
CITY OF SAN BERNARDINO
CLASSIFICATION RANGE AND SALARY SCHEDULE
July 1, 2003
Class
& Ranae# Position (:, ~ .Q Q g
Manaaement
Executive Director - Under Contract
M 4150 Deputy Dir/Housing Comm Dev 7,614 7,994 8,394 8,814 9,255
M4125 Director Admin Services 6,922 7,268 7,632 8,012 8,413
M 4000 Sr Project Manager 5,843 6,135 6,442 6,784 7,102
Confidential
C 3300 Real Property Serv Manager 6,278 6,592 6,922 7,268 7,632
C3210 Sr Financial/Admin Analyst 4,910 5,155 5,412 5,683 5,967
e 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
General
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 3,689 3,853 4,045
G 1145 Secretary 2,406 2,626 2,653 2,785 2,925
G 1144 Fiscal/Admin Clerk III 2,382 2,501 2,627 2,758 2,896
G 1140 Admin Clerk III 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
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e EXHIBIT "B - 3"
(AMENDED)
ECONOMIC DEVELOPMENT AGENCY
CITY OF SAN BERNARDINO
CLASSIFICATION RANGE AND SALARY SCHEDULE
July 1, 2004
Class
& Ranae# Position h. ~ Q Q !;
Manaaement
Executive Director - Under Contract
M4150 Deputy Dir/Housing Comm Dev 7,842 8,234 8,646 9,078 9,532
M4125 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
C3210 Sr Financial/Admin Analyst 5,056 5,308 5,574 5,853 6,146
e 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 4,7n 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
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EXHIBIT "e - 19"
City of San Bernardino
ECONOMIC DEVELOPMENT AGENCY
Se!.ior 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:
1. 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 lo\v-and moderate income housing contracts, notes and agreements, and make
reconunendations 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 staff reports indicating
course of action.
4. Maintain all activities related to the monitoring, maintaining 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.
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EXHIBIT "C - 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 generaIly 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 vabd 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.
11. 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 OUALIFICA TIONS:
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 OUALIFICATIONS:
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 offund 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;
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EXHIBIT "c - 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 ofresponsible 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 represemative of those that must be met by an employee to successfully perform
the essemial fimctions of this job. Reasonable accommodations may be made to enable individuals with
disabilities to pelform the essemial 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.
ORGAi'lIZATIONAL RELATIONSHIPS:
The Senior FinanciaVAdministrative Analyst position is a confidential position in the Economic
Development Agency. Supervision is received from professional or supervisory personnel.
Approved: Community Development Commission Date:
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EXHIBIT "c - 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 tinancial records for
redevelopment, low- and moderate income housing, community development, other federal grants and
specialized funds; supervises and maintains technical financial records; prepares fmancial 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 tinancial records; work with outside Agency tinancial auditors to format Agency
financial reports, supply necessary back-up materials, answer questions, compile audit entries, and
assist with audit tield work; assist with the preparation of federal and state tinancial 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 tinancial 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 tinancial
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
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EXHIBIT "c - 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 (JDIS 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 environment, 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 environment.
GENERAL OUALIFICA TIONS:
Knowledge of:
Generally accepted accounting principles, and accounting theory, principles and
practices of governmental accounting;
Pertinent federal, state and local laws, codes, and regulations;
Spreadsheet and database applications;
Modern audit procedures and fmancial 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;
Modern office equipment and procedures;
English usage, spelling, grammar, 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;
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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 represenJative of those that must be met by an employee to successfully peiform
the essential jUnctions of this job. Reasonable accommodations may be made to enable individuals with
disabilities to peiform the essential job jUnctions.
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:
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EXHIBIT "e - 44"
City of San Bernardino
ECONOMIC DEVELOPMENT AGENCY
Senior A;counting Technician
SUMMARY JOB DESCRIPTION:
Under general supervision, perfonns 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 perfonns 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. 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 fonns 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.
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EXHIBIT "c - 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 ofresponsibility;
Computer terminal operating methods;
Spreadsheet and work processing operations;
Ability to:
Apply accounting, auditing and fmancial 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 "ith 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 sonnd 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 fimctions of this job. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential job functions.
Environment: Normal office setting.
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EXHIBIT "c - 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 pos1l10n in the Economic Development Agency.
Supervision is received from professional or supervisory personnel.
Approved: Community Development Commission Date:
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EXHIBIT "c - 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:
1. 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 (lDIS).
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 appiopriate 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
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EXHIBIT "c - 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:
Modern 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.
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EXHIBIT "c - 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.
ORGANIZATIONAL 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:
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EXHIBIT "c - 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 teclmical 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
staff reports 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.
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EXHIBIT "e - 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
II. Answers questions and provides information to the public, stafT, governing bodies; investigates
complaints and reconunends 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 OUALIFICATIONS:
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 "e" driver's license.
GENERAL OUALIFICATIONS:
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 of real 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
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EXHIBIT "c - 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 [mancial 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 successfitlly 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 Donnal 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
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EXHIBIT "c - 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 conunercial, industrial
and housing projects and programs for Conununity 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. .
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. 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 fmancial 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 andlor private development.
6, Lead in the development and implementation new conununity 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 staff reports; present staff reports to Commission.
8. Lead in the preparation of requests for proposals and requests for qualifications for consulting
projects, slUdies, 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.
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EXHIBIT "e - 61"
Economic Development Agency
Senior Project Manager (continued)
II. 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 OUALIFICA nONS:
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
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EXHIBIT "c - 62"
Economic Development Agency
Senior Project Manager (continued)
GENERAL OUALlFICATIONS:
Knowledge of:
Principles and practices of advanced urban planning and redevelopment planning;
Principles and practices of public infrastructure improvements construction administration;
Methods and procedures of redevelopmeut 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 oflead 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 reconnnendations 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 ofresponsible 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 DEMA1'lDS 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.
3
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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
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EXHIBIT "c - 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 batik 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 \vith 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 fmal copy of a wide variety of reports, leners, 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 assigrunents; 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 fmished 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.
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EXHIBIT "c - 65"
Economic Development Agency
FiscaVAdministrative 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 aod computer programs;
Basic mathematics;
Advanced record keeping methods;
Basic bookkeeping methods;
Correct English usage including spelling, grammar aod 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 aod 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 DEMA."'DS AND WORKING ENVIRONMENT:
The conditions herein are representative of those that must be met by an employee to successfitlly peiform
the essential filnctions of this job. Reasonable accommodations may be made to enable individuals with
disabilities to peiform 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
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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 professiQnal or supervisory personnel.
Approved: Community Development Commission Date:
3
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EXHIBIT "c - 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:
1. 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.
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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 OUALIFICATIONS:
Graduation from high school or GED equivalent.
One (1) year of entry-level level clerical experience with reception and telephone experience. Typing
speed of 40 words per minute.
GENERAL OUALIFICATIONS:
Knowledge of:
Modern 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
Fallow a prescribed clerical routine;
Operate a telephone console;
Understand and carry out oral and writt~n instructions;
Establish and maintain effective relationships with those contacted in the course
of work.
PHYSICAL DEMA.J"DS AND WORKING ENVIRONMENT:
The conditiolls hereill are representative of those that must be met by all employee to successfully peiform
the essential functiolls of this job. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential job fUllctions.
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.
Hearine:: Hear in the normal audio range with or without correction;
2
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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.
ORGANIZA TIONAL 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
** FOR OFFICE USE ONLY - NOT A PUBLIC DOCUMENT **
RESOLUTION AGENDA ITEM TRACKING FORM
Nays
Item # \2..35
J;;}--
Resolution #
Abstain .e-
c:eclzcoz- - 41_
,
Meeting Date (Date Adopted):
Vote: Ayes 1-'")
t2-n-D2..-
Absen~
Change to motion to amend original documents:
Reso. # On Attachments: ~ Contract term: -
Note on Resolution of Attachment stored separately: =-
Direct City Clerk to (circle I): PUBLISH, POST, RECORD W/COUNTY
NulllVoid After:
By:
Date Sent to Mayor: ,"2:-( '"1-0.2-
Date of Mayor's Signature: 12- \ 'i ,O?
Date ofClerklCDC Signature: I"), \ C1-0 Y
Reso. Log Updated: /
Seal Impressed: /
See Attached:
See Attached:
See Attached:
Date Returned:
--
Date etter Sent for Signature:
60 Day Reminder Letter Sent on 30th ay:
90 Day Reminder Letter Sent on 45th day:
Request for Council Action & Staff Report Attached: Yes /
Updated Prior Resolutions (Other Than Below): Yes
Updated CITY Personnel Folders (6413, 6429, 6433, 10584, 10585, 12634): Yes
Updated CDC Personnel Folders (5557): Yes
Updated Traffic Folders (3985, 8234, 655, 92-389): Yes
No By
No,/' By
No ;/ By
No / By
No 7 By
Copies Distributed to:
City Attorney
Parks & Rec.
Code Compliance
Dev. Services
EDA
/
Finance
MIS
Water
Others:
Police Public Services
Notes:
BEFORE FILING, REVIEW FORM TO ENSURE ANY NOTATIONS MADE HERE ARE TRANSFERRED TO THE
YEARLY RESOLUTION CHRONOLOGICAL LOG FOR FUTURE REFERENCE (Contract Term, etc.)
Ready to File: ~
Date:
Revised 01/12/0 I