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HomeMy WebLinkAboutR07-Redevelopment Agency o o o o o DIVELOPIIBIIr DBPALnan-J: OF DB CITY OF U1I -&1InDO DOm:S'I' FOil COIMTSSIOIl/CODllCIL ACTTOlI From: ICENNETB J. BElmBRSON Executive Director Subject: U1'.ABLISBIIIlIr OF BCOlroluC DIVELOPIIBIIr AGDCY POSrrIOllS Date: April 11, 1991 Synopsis of Previous C~ssiOD/C01IDdllC~ttee Action: -- --------- On March 11, 1991, the Mayor and COIIIIIon Council and COIIIIIU11ity Development Commission referred this matter to the Redevelopment CO_ittee meeting scheduled for March 14, 1991, and continued the item to the March 18, 1991 CODlllUnity Development Co_ission meeting. (Synopsis Continued to lIext Page) --.,------ Reca..eaded Action: ------------- (Mavor aft" C - Cmm,.ll\ RBSOLDrIOIl OF DB IlAYOR .AlID COlla.. COUIICIL OF DB CITY OF U1I RRIl1I&1IntllO, C&LIFOIIIU, RBSCIIDDG RBSOLDrIOB JluaouIu 99-101 l'BIUImllG TO DB BS1'.ABLISBIIIlIr OF CRl!'ruW' CITY POsmOllS TO srm DB ICOllOMIC DBVILOPIIBIIr AGIlICY. (C~ftv Devf!lolafm~ ~f.8foD) DSOLDrIOII OF DB COII.._.l1't DIVELOPIIBIIr CClIIIISSIOlI OF DB CITY OF SAN RRIl1I&1IntllO, C&LIFOIIIU, BS1'.ABLISBIIIG CIIUD POsmOllS TO SrAFF DB BCOllOllIC DIVELOPIIBIIr AGIlICY .AlID A.PPROnlni CRl!'rUW JOB DlSCRIP1'IOllS IN COllllBCTIOII .LAIUUlillITB. ----------- J. asOIl, Executive Director Deve1o~ent Departaent Contact Person: -------------------------- lCen Henderson Phone: 5065 Project Area(s): All Pro1@~t Areas Ward(s): 1 throUl!h 7 Supporting Data Attached: Staff Renort! Resolution. FUNDING REQUIREMENTS: Amount: $ NIA Source: Budget Authority: -------------- --------------------------------------------------------- CODIIIissiOD/Counci1 1I0tes: ICJH:1ab:0160N 1 Agenda Item No: o o o o o DEYBLOPIIB1ft' DIPu....-r IlQUlsr POR COMIISSIO./COUlICIL ACTIO. IstabUabaent of Ic~c develoIaent AaenCJ' POSitiODS April 11, 1991 Paae -2- Synopsis of Previoua Co1m.cil/c-lssicmlc-lttee Action: On March 14, 1991, the Redevelopment Committee took an action that this item be continued to the March 21, 1991 Redevelopment Committee meeting, On March 18, 1991, the Mayor and Comaon Council adopted Resolution Number 91-102 approving the establishment of Iconomic Development Agency Positions. DJI: lab: 0160. COMIISSIO. IIBIrIRG Meeting Date: 04/15/1991 o o o o o DIVELOl'IIIlIIr BPB:.naa.a: STAPF IIPOft B.t.blt......!: of .elm.....&! D~lII!!lo.....~ ..a.....~ Poaftlftfta By prior action, the Mayor and CODIIlon Council and CODIIlunity Development Commission have estsblished the Economic Development Aaency, consolidated the Redevelopment Aaency and Community Development Department and approved other actions in connection therewith. One of those actions, taken on January 28, 1991, Was to approve and adopt the Economic Development Aaency/Development Department oraanizational and staffing plant and direct ataff to develop Job descriptions related to the approved staffing plan. Attached are thirty (30) Job descriptions covering all approved positions in Economic Development Aaeney Adminiatration and the Development Department. It should be noted that the CODIIlission has previously approved Job descriptions for the Aaency Adminiatrator, ~ecutive Director, Deputy Director, Administrative Services Division Manaaer and Rousing Division Manaaer positions. These positions have been included so all approved Economic Development Aaency positions are reflected in one resolution, facilitating efficient recordkeeping and ease of reference. As noted earlier, these job descriptions have been prepared in direct relation to the oraanizational and staffing plan previously approved by the Council/Commission and reflects approved functions and areas of responsibility, recoanition of the scope of the CODIIlisaion's development operation and sianificant chanaes in emphasis in carrying out approved functions. These positions supplant City Community Development Department and Community Development CODIIlission/Redevelop_ ment Aaency positions. By taking the recommended action, the Mayor and Common Council will rescind Resolution Kumber 99-101, which was previously adopted. The attached resolutions have been modified in full to address concerns raised by the City Attorney. The issues raised in the City Attorney's memorandum to the Mayor dated March 28, 1991, have been aatisfactorily resolved by reason of the restructuring of the Commission as it is now. being proposed. Staff recommend adoption of the attached resolutions. biuui~~OW' bec:uthe Director Develo~t Departaent 1tJB:lab:0160W COIIIISSIOW IIDrIBG MeetiD& Date: 04/15/1991 11 J2 J3 Certified copy of Resolution to be returned to Sabo , Green, a Professional Corporation. J4 J5 J6 J7 J8 J9 20 21 22 23 24 25 o o 26 27 o 28 o o J 2 3 4 5 6 7 8 9 JO MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO, CALIFORNIA AGENDA April 15, 1991 Item: RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO, CALIFORNIA, RESCINDING RESOLUTION NO. 99-101 PERTAINING TO THE ESTABLISHMENT OF CERTAIN CITY POSITIONS TO STAFF THE ECONOMIC DEVELOPMENT AGENCY Action to be Taken: Adopt Resolution. 18I!01OOOJ1DOC/449 o o o 1 2 3 4 5 6 7 8 9 lQ 11 12 13 14 15 16 17 o o RESOLUTION NO. RESOLUTION OF THE KAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO, CALIFORNIA, RESCINDING RESOLUTION NO. 99-101 PERTAINING TO THE ESTABLISHMENT OF CERTAIN CITY POSITIONS TO STAFF THE ECONOMIC DEVELoPMENT AGENCY WHEREAS, the City of San Bernardino (the "City") has previously caused the restructuring of the Community Development Commission of the City of San Bernardino (the "Commission") in order that the Commission may function more effectively and efficiently in implementing the carrying out of community development programs beneficial to the City; and WHEREAS, in connection with the restructuring of the Commission, the City previously adopted its Resolution No. 99-101 pertaining to the establishment of certain staff positions for the Economic Development Agency of the Community Development 18 Commission; and 19 20 WHEREAs, the City deems it desirable at this time to 21 rescind Resolution No. 99-101 pertaining to the establishment of 22 certain City positions to staff the Economic Development Agency. 23 24 NOW, THEREFORE, THE KAYOR AND COMMON COUNCIL OF THE 25 CITY OF SAN BERNARDINO, CALIFORNIA, DO HEREBY FIND, RESOLVE, 26 DETERMINE AND ORDER AS FOLLOWS: 27 28 - 1 - 0 0 1 Sec't.ion 1. The Mayor and Common Council hereby 0 2 rescinds Resolution No. 91-101. Said Resolution shall be of no 3 further force or effect. 4 III 5 III 6 III 7 III 8 III 9 III 1~ III 11 III 12 III 13 III 0 14 III 15 III 16 III 17 III 18 /II 19 III 20 III 21 III 22 III 23 III 24 III 25 III 26 III 0 27 I I I 28 III - 2 - o o o 21 22 Approved as to form and legal content: JAMES F. PENMAN City Attorney ~~ 1 2 3 4 5 6 7 8 9 lQ 11 12 13 14 15 16 17 18 19 20 23 24 o o RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO, CALIFORNIA, RESCINDING RESOLUTION NO. 99-101 PERTAINING TO THE ESTABLISHMENT OF CERTAIN CITY POSITIONS TO STAFF THE ECONOMIC DEVELOPMENT AGENCY Sec'tion 2. This Resolution ahall take effect upon the date of its adoption. I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor and Common Council of the City of San Bernardino at a meeting thereof, held on the day of , 1991, by the following vote, to wit: AYES: Council Members NAYS: ABSENT : City Clerk The foregoing resolution is hereby approved this day of , 1991. Mayor of the Citr of San Bernardino By: 25 26 llIIIlOOOOI1DOCI4I9 _191_ 27 28 - 3 - o 1 2 3 4 5 6 7 8 9 1Q 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 o o o o STATE OF CALIFORNIA ) COUNTY OF SAN BERNARDINO) ss CITY OF SAN BERNARDINO ) I, RACHEL KRASNEY, City Clerk in and for the City of San Bernardino, DO HEREBy CERTIFY that the fore9oin9 and attached copy of San Bernardino City Resolution No. is a full, true and correct copy of that now on file in this office. IN WITNESS WHEREOF, I bave bereunto set my band and affixed the official seal of the City of San Bernardino this day of , 1991. City Clerk o 1 2 3 4 5 6 7 8 9 10 Action to 11 be Taken: 12 13 Item: o o COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO, CALIFORNIA AGENDA April 15, 1991 RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO, CALIFORNIA, ESTABLISHING CERTAIN POSITIONS TO STAPF THE ECONOMIC DEVELOPMENT AGENCY AND APPROVING CERTAIN JOB DESCRIPTIONS IN CONNECTION THEREWITH Adopt Resolution. o Certified copy of Resolution to be returned to Sabo , Green, a PrOfessional Corporation. 14 15 SBIlOIIlOOIIIlOCI....7 16 17 18 19 20 21 22 23 24 25 26 o 27 28 o o o o o I 2 RESOLUTION NO. RESOLUTION OF THE COMMtlNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO, CALIFORNIA, ESTABLISHING CERTAIN POSITIONS TO STAFF THE ECONOMIC DEVELOPMENT AGENCY AND APPROVING CERTAIN JOB DESCRIPTIONS IN CONNECTION THEREWITH 3 4 5 6 7 caused the restructuring of the Community Development Commission 8 9 10 WHEREAS, the City of San Bernardino (the "City") has of the City of San Bernardino (the "Commission") in order that the Commission may function more effectively and efficiently in implementing and carrying out the Community Development Programs II beneficial to the City; and 12 13 WHEREAs, in connection with the restructuring of the 14 Commission, the Commission deems it desirable to establish 15 16 17 18 19 20 21 22 23 24 25 26 27 28 certain Economic Development Agency Staff positions as more fully described on Exhibit "A" attached hereto and incorporated herein by this reference; and WHEREAs, in connection with the establishment of the - Economic Development Agency, the Commission shall fill those certain job positions listed on Exhibit "A" with employees who shall undertake the functions necessary to implement the policies and procedures of the Economic Development Agency; and WHEREAS, in connection with the filling of the jOb positions listed on Exhibit "A", the Commission deems it desirable to approve certain job descriptions as attached hereto as Exhibit "B-1" through "B-3!." and which descriptions were - , - 1 prepared in connection with the staffinq of the Economic 2 Development Aqency. 3 4 5 6 7 8 9 10 11 12 13 14 Section 2. The Commission hereby acknowledqes that 15 such positions shall be filled by Commission employees who shall 16 undertake duties and responsibilities in order to implement the 17 qoals and the policies of the Economic Development Aqency. 18 19 20 21 22 o o o o NOW, THEREFORE, THE COMMUNITY DEVELOPMENT COMMISSION ACTING ON BEHALF OF THE REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO, CALIFORNIA, DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS: Section 1. The Commission hereby approves those certain positions .et forth on Exhibit "A" attached hereto and incorporated herein by this reference for the purposes of providinq staff to the Economic Development Aqency. Section 3. The Commission hereby approves the job descriptions for the staffinq of the Economic Development Aqency, copies of which are attached hereto as Exhibits "B-1" through "B- " and which jOb descriptions are incorporated herein by this 23 reference. 24 III 25 III 26 III 0 27 III 28 III - 2 - ESTRADA REILLY FLORES MAUDSLEY 14 MINOR POPE-LUDLAM 15 MILLER 16 17 18 19 20 21 22 23 24 25 26 27 28 o o o o o 1 RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO, CALIFORNIA, ESTABLISHING CERTAIN POSITIONS TO 2 STAFF THE ECONOMIC DEVELOPMENT AGENCY AND APPROVING CERTAIN JOB DESCRIPTIONS IN CONNECTION THEREWITH 3 4 5 6 7 8 9 10 Ii 12 13 Seet:ion 4. This Resolution shall take effect upon its adoption. I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Community Development Commission of the City of San Bernardino at a meeting thereof, held on the day of , 1991, by the following vote, to wit: Commission Members: 6IU BAn ABSTAYN Secretary The foregoing resolution is hereby approved this day of , 1991. W.R. HolCOmb, Chairman community Development Commission of the City of San Bernardino Approved as to form and legal content: By: ~~~ Agency Counsel 1DOCI447 0U09/911w - 3 - 1 STATE OF CALIFORNIA ) COUNTY OF SAN BERNARDINO ) 2 CITY OF SAN BERNARDINO ) 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 o o o o o ss I, Secretary of the COlDlllunity Development COIDIIIis.ion of the City of San Bernardino, DO HEREBY CERTIFY that the foregoing and attached copy of COlDlllunity Development COlDllli..ion of the City of San Bernardino Resolution No. is a full, true and correct copy of that now on file in this office. IN WITNESS WHEREoF, I have hereunto set my hand and affixed the official seal of the COIDIIIunity Development COlDlllission of the Ci ty of San Bernardino this day of , 1991. Secretary of the Community Development COlDllli..ion of the City of San Bernardino o b o 1 2 3 4 5 6 7 8 9 2. 10 . 11 12 13 14 15 16 17 18 4. 19 20 21 22 23 24 25 26 27 28 o o EXHIBIT "A" STAFFING POSITIONS FOR THE ECONOMIC DEVELOPMENT AGENCY 1. Eeonomic D.velODmen~ Auenev Ma~aaem.nt a. Agency Administrator b. Executive Director c. Deputy Director d. Manager, AcSministrati ve Services Division e. Manager, Housing Division Economico.velonment Aaency - Confidential a. Executive Secretary, BOA Administration. b. Staff A..istant c. AcSministrative Secretary 3. Economic Dav.lon.ent Aaency Mid-Manaae.ent a. Senior Planner b. Project Manager (4) c. Graphics and Design Coordinator d. Contract. AcSministrator e. Senior Accountant f. Hou.ing Development Specialist (III) (2) g. Rehabilitation Coordinator EconoJllic DeveloD1llent Aaency General Unit a. Senior Contract Specialist b. Senior Rehabilitation Specialist c. Housing Development Specialist II (2) d. Development Specialist (4) e. Homeles. Service. Analyst f. Development Analyst (Tax Specialist) g. Contract Specialist (2) h. Loan Officer i. Graphics and Design Assistant j. Accounting Technician k. Senior Account Clerk 1. Secretary (3 ) m. Typist Clerk III (5) n. Typist Clerk II (1) EXHIBIT "A" o b o o o SBBO0001/381/dc 10/31/90 1150 ECONOMrC DEVELOPMENT AGENCY AGENCY ADMINISTRATOR JOB DESCRIPTION: To plan, manaqe, supervise and coordinate the functions and acti vi ties of the Economic Development Aqency i to coordinate economic development activities with other City departaentsi and to provide hiqhly complex staff assistance to the office of the Mayor and to the Common Council. SUPERVISION RECEIVED AND EXERCISED: Receives qeneral direction from the Mayor. Exercises direct and indirect supervision over professional and clerical staff. SPECIAL OUALIFICATIONS: This position differs from other Aqency positions in requirinq stronq self-motivation, a hiqh deqree of knowledqe in economic development matters, hands-on experience in neqotiation and manaqement and a stronqly developed ability to be creative and innovative in furtherinq the City'S economic development qoals. This position further require. the ability to exercise independent judqment and authority. EXAMPLES OF DUTIES: a) Duties may include, but are not limited to, the followinq: Plan, manaqe and coordinate qoal. and objectives of the AqencYi desiqn and implement Aqency policies and procedures necessary to provide Aqency services and further Aqency qoalsi prepare a statement of Aqency objectives and time frame. for the accomplishment thereof. Hanaqe and supervise City economic development activities and projects, community development and redevelopment projects and the activities of the City'S Convention and Visitor's Bureau, the Main Street Project and Economic Development Council. b) c) Supervise the preparation of the Aqency's budqet and the preparation of forecasts of future Aqency financial needs and qoals, includinq an analysis of the sources of Aqency Aqency Administrator - 1 - ~~ 8-j r.venue; IlOnitor and .pprov. expenditur.s; d.velop pl.ns for .t.ffinq, .quipment, materi.l. and .upplies. R.vi.w .nd ov.r... Aq.ncy activiti.. to en.ur. compli.nce with City qoal., polici.. and procedur.., a. w.ll .. loc.l, Stat. and Fed.ral requlation.; .upervis. th. pr.paration and filinq of n.c....ry r.port. .nd otherwi.. ensure Aqency compli.nc. with applic.ble l.w. Man.qe, .upervi.e and p.rticip.t. in the prep.ration of .ppropri.t.report. .nd .tudi.. r.l.t.d to Aqency activities; analyze r.port. and prep.r. recomm.nd.tion. for implamentinq n.c....ry .ction. on proqram. in r..pon.e thereto. Supervi.e the providinq of information .nd technic.l a.si.tance to th. Mayor, Common Council, City commi.sions, co..itte.. and departaent. and .enior City .taff in matters related to th. Aqency'. .ctivitie. and proqram.. Act as th. City'. repr..entativ. to out. ide .qenci.s and the bu.ines. community to fo.ter economic qrowth and proqreSSi .e.t with citizen qroup. and other members of the public to explain the Aqency'. polici.., procedur.. and objectives. Coordinat. th. various department. .nd functions of the Aqency so as to fo.ter efficiency and coop.rative .fforts in th. furtherance of the Aqency's qoals. Select, train .nd motivate ..nior .t.ffi provide quidelines .nd proc.dures for th. .el.ction and traininq of other Aqency prof.ssional and clerical .taff; .st.bli.h and supervise disciplinary .nd termin.tion procedur... j) P.rform rel.ted duties as n.cess.ry or requ..ted. o f) 9) h) o i) o o d) .) QUALIFICATIONS: Knowl.dae of: Modern and hiqhly compl.x principl.. .nd practice. of urban economic development. Principl.. of personnel .dministr.tion, .upervision and traininq. Leqislation r.l.ted to urban development .nd redevelopment. Principl.. and pr.ctices of budqet pr.p.r.tion and .dministration. c:> Aqency Administr.tor - 2 - . .-.j.,...;:.'.... o o o o o Abilitv to: Supervi.e, train and evaluate profe..ional and clerical staff. Interpret applicable law., rule. and regulation.. Prepare and analyze report., .tatements and correspondence. Develop and administer an Agency budget. Communicate clearly and concisely, both verbally and in writing. E.tabli.h and maintain effective working relation.hips with those contacted in the cour.e of work. MINl:MUM EXPERIENCE AND TRAINING REOUIREMENTS: The minimum combination of experience and training for this position ia a. follow.: Education: A Bachelor's degree or equivalent from an accredited college or univer.ity with ..jor course work in economic., urban planning, public admini.tration or a closely related field. Exnerience: Ten years of experience in urban .conomic d.v.lopment with sub.tantial ..nagement responaibilitie., pr.ferably a. the sup.rvi.or of a d.partment engaged in economic d.velopment or r.development. Eight y.ar. of .xperi.nce would be acceptable if the applicant po..e.... a ...ter. degr.. in a field specified above. P:IAPPlI\WPDATA_IJII Agency Administrator - 3 - o o o o o SBEO 0001-382/es 03/06/91 147 DEVELOPMENT DEPARTMENT EXECUT'IVE D'IRECTOR JOB DESCRIPT:ION: Under direction of the Economic Development Aqency Administrator, to manaqe, supervise and coordinate the functions and activities of the Redevelopment/community Development Department, of the Economic Development Aqency; to implement a variety of community and economic development and housinq proqrams; to assure qovarnmental and private sector financinq for Aqency and City deparbents; and to provide hiqhly complex staff assistance to the office of the Mayor, Common Council and to the Aqency Administrator. SUPERVISION RECEIVED AND EXERCISED: Receives qeneral direction from the Aqency Administrator. Exercises direct and indirect supervision over the Department's professional and clerical staff. SPEC'IAL OUAL'IF'ICAT'IONS: This position differs from other Aqency positions in requirinq a hiqh deqree of Itnowledqe of redevelopment and community development practices, a stronq ability to interface and neqotiate with the business and development community and a willingness to be innovative in the creation of development and redevelopment proqrams. This position further requires the ability to exercise independent jUdqment and authority. EXAMPLES OF DUT'IES: Duties may include, but are not limited to, the followinq: a) Plan, manaqe and coordinate qoals and objectives of the Department consistent with the qoals and policies of the Aqency; design and implement Department policies and procedures necessary to provide Department services and further Department qoals; prepare a statement of Department objectives and time frames for the accomplishment thereof. Executive Director - 1 - ~fr~ o o o b) Manage and supervise specific Department community developaent and redevelopment activities and projects; supervise Departaent staff in developing and iaplementinq a variety of cOllllunity developaent and redevelopment proqrams. c) Direct and review project activities including funding, property acquisition and disposition, relocation and project iaprovaments, to ensure compliance with Department policies and goals; oversee the analysis of development or redevelopment proposals and cost projections; secure and administer project funding. d) Create a system of prioritizing projects and proposed projects to effectively allocate the Department's assets in a manner consistent with the City's goals. Supervise the preparation of forecasts of future Department financial needs and goal., including an analysis of the sources of Department revenue; monitor and approve expenditures; develop plans for staffing, equipment, materials and supplies. Review and oversee Department activities to ensure compliance with City and Agency goals, policies and procedures as well as local, State and Federal regulations; supervise the preparation and filing of necessary reports and otherwise ensure Department compliance with applicable law. g) Manage, supervise and participate in the preparation of appropriate reports and studies related to Department activities; analyze reports and prepare recommendations for implementing nece.sary actions on proqrams in response thereto. e) ~ f) o h) Supervise the providing of information and technical assistance to the Mayor, Co_on Council, City commissioners, cOllllittee., Agency Administrator and senior City staff in matters related to the Department's activities and proqrams. i) Coordinate the relocation of property owners and tenants displaced by Department development or redevelopment activities. j) Meet with members of outside agencies, the public and the business and development community to foster and explain City development and redevelopment goals, policies and procedures. o Executive Director - 2 - o o o o o k) Select, train and motivate Departaent staff; provide CJUidelines and procedures for the selection and traininq of personnel. 1) Develop bids and specifications for developaent and redevelopaent activities; administrate contracts and progress paYlllents. m) Perform related duties as necessary or requested. OUALIFICATIONS: Knawladae of: .. Modern principals and practices of community development and redevelopment. Leqislation related to community development and redevelopment. Principals of personnel supervision and traininq. PrinCipals and practices of budqet preparation and administration. administration, Abilit:v t.o: Supervise, train and evaluate prOfessional and clerical staff. Interpret applicable laws, rules and reCJUlations. Prepare and analyze reports, statements and correspondence. Develop and administer a Department budqet. Communicate clearly and concisely, both orally and in writinq. Establish and maintain effective workinq relationships with those contacted in the course of work. MI:NlMUM EXPERIENCE AND TRAYNrNG REOtrrREMENTS: The minimum combination of experience and traininq for this position is as follows: Executive Director - 3 - o o o o o Education: A Bachelor'. deqree or equivalent from an accredited college or univer.ity with major cour.e work in econOllic., urban planning, public adminbtration or a clo.ely related field. ExD.riance: Ten year. of experi.nce in cOlllllunity d.velopment or r.d.v.lop..nt with .ub.tantial .anag..ent re.pon.ibiliti.s including extensive involvement in n.gotiation of contracts, and .upervi.ion of per.onn.l. Eight y.ar. of .xperience would be acceptable if the applicant pos...... a ...t.r. deqr.. in a field .pecified above. : Executiv. Director - 4 - o b o o o SBEOOOOl-383/es 03/06/91 155 DEVELOPMDT DEPARTMENT DEPUTY DIRECTOR JOB DESCR:r~rON: Under direction of the Executive Director, assists in planninq, orqanizinq, directinq and coordinatinq the functions and activities of the community Development/Redevelopment Department. SUPERvrSION RECEn7ED AIm EXnCISED: Receives qeneral direction from the Executive Director. Exercises direct supervision of the Department I s professional and c~erical staff. SPECIAL OUALIFICATIONS: This position differs from other Department positions in requirinq a blend of administrative ability and project implementation experience, and ability to act as the interface between the Executive Director and staff. EXAMPLES OF DUTIES: Duties may include, but are not limited to, the followinq: a) Supervise staff in day-tO-day efforts in developinq and implementinq community development and redevelopment proqrams; monitor and evaluate the performance of proqrams. b) Recommend to the Executive Director and implement policies and procedures, supervise selection and traininq of staff; supervise staff reviews and recommend disciplinary and termination actions. c) Assist the Executive Director in budqet review and preparation; assist in review and control of expenditures. d) Prepare or supervise preparation of aqendas, correspondence; analyze community needs recommendations to the Executive Director for reports and and make proqrams to Deputy Director - 1 - ~~'J o o o lIeet those needs; evaluate the success of programs or projects. e) Participat. in n.gotiations concerning proj.cts as directed by the Ex.cutive Dir.ctor; assist in preparation of dev.lopllent aqr....nts and contracts. f) Confer with City d.partments and governm.ntal agencies r.garding propos.d and existing proj.cts or progralls as directed by the Ex.cutiv. Dir.ctor; represent the Executive Dir.ctor as instructed. g) Review Department activities or proposed projects for cOllpliance with City policy and local, state and Federal laws. OUALYFYCATYONS: lCnowledae of: Modern principles and practic.s of community development and red.v.lopJllent. Legislation related to cODlllunity developlllent and redeveloplllent. 0 Principles of personnel administration, supervision and training. Principl.s and practices of budget preparation and administration. Abilitv to: Supervise, train and evaluate prof.ssional and clerical staff. Interpr.t applicabl. laws, rul.s and requlations. Prepare and analyze reports, stat..ents and correspondence. Assist in developing and administering a Department budget. CODlllunicate clearly and concisely, both verbally and in writing. Establish and lIlaintain effective working relationships with those contacted in the course of work. o Deputy Dir.ctor - 2 - o o o o o MINIMUM EXPERIENCE AND TRAINING REOUIREMENTS: The minimum combination of experience and training for this position is as follows: Eduea'tion: A Bachelor'. degree or equivalent from an accredited college or university with major course work in economics, urban planning, public administration or a closely related field. ExDerience: Six years of progressively responsible professional and/or administrative eXperience in cOlllllunity development and/or redevelopment programs, inCluding two years in a supervisory capacity. . DBl1IJIIOJ\DllC\3m. Deputy Director - 3 - o o o SBEO0001/MISC/3/es 01/17/91 0540 DEVELO~ DEPARTMENT MANAGER. ADMINISTRATIVE SERVICES DIVISION JOB DESCRIPTION: Under direction of the Executive Director, manages, supervises and coordinates the functions and activities of the Administrative Services Division of the Development Department, and provides staff assistance to the Executive Director. SUPERVISION RECEIVED AND EX~CISED: .. Receives general direction from the Executive Director. Exercises direct supervision of the Administrative Services Division's professional and clerical staff. SPECIAL QUALIFICATIONS: o This position requires a thorough knowledge of California redevelopment finance and redevelopment agency accounting practices in addition to a background in contract compliance for various types of redevelopment agency agreements, CDBG, UDAG and EDA programs, investment portfolio management and bond issue compliance. The position requires the technical background and personnel skills necessary to supervise specialists in various areas, including contract compliance, accounting, property tax analysis and graphics and design, and an ability to effectuate the policies of the Department in a manner which addresses the concerns of the public. EXAMPLES OF DUTIES: Duties may include, but are not limited to, the following: a) Plan, manage and coordinate the goals and objectives of the Administrative Services Division consistent with the goals of the Development Department; design and implement Division pOlicies and procedures necessary to provide Division services and further Division goals; prepare a statement of Division objectives and time frames for the accomplishment thereof. c:J Hanager, Administrative Services - 1 - ~ 8-t/ o b o o o b) Manaqe and supervise staff in the aonitorinq of allllunicipa1 bond financinqs incurred in furtherance of Department objectives, inc1udinq tax allocation bonds, sinq1e and lIu1ti- family 1I0rtqaqe revenue bonds, certificates of participation, taxable bonds and borrowinqs from conventional lenders. c) Manaqe, supervise and direct the preparation of appropriate reports to the state Controller, the Statement of Indebtedness to the County and the annual audit and other studies or reports related to housinq, economic deve10Plllent and redevelopment issues and Division activities; analyze reports and prepare recommendations for illp1ementinq necessary actions or programs in response thereto. d) Supervise the providinq of information and technical assistance to the Mayor, Common Council, Aqency Administrator, Executive Director and Senior City staff in lIatters relatinq to the investment activities, financial condition, budqet considerations and the financial ability to implement Department programs. e) Supervise and direct the preparation of tax increment revenue cash flow analyses for each redeveloPlllent project area, identify irreqularities in tax increment receipts and assessed value fiqures and monitor deve10Plllent project completion to obtain valid projections of tax increment qrowtb. Provide liaison and coordination with State and Federal aqencies involved in contract compliance for any qrant or loan proqrams. f) q) Supervise the expenditure and investment of fundinq obtained by the Department in manners consistent with applicable rules and requlations. h) Supervise and administer all aspects of the Department I sword processinq computer system, includinq hardware and software for word processinq, accountinq and data processinq. i) Supervise and administer all accountinq and compliance matters dealinq with the 20\ Low and Moderate-Income Housinq Fund, COlDlllunity Deve10Plllent Block Grant proqram, Economic Development Administration programs or other federal funds, includinq, the determination of valid expenditures and projects, time limits for expenditures, investment of funds, and assure compliance with all affordability covenants and requ1atory aqreements. Manaqer, Administrative Services - 2 - o o j) o Supervise the preparation of the Department budqet and budqet planninq activitie., includinq the providinq of information and technical a.sistance to the Execqtive Director and the Department's other Divisions; periodically review and lIonitor the Department budqet and make appropriate recOllll8ftdations. k) Supervise an Accountinq Section and all daily qeneral ledqer accountinq functions, includinq, accounts payable, accounts receivable and payroll. II) 1) Manaqe and supervise a Graphics and Desiqn Section that is responsible for the desiqn and preparation of all Department lIuketinq and prollotional materials, aUdio-visual presentations of Department economic developllent and housinq lIatters,and enqineerinq and desiqn of certain Department sponsored projects. Select, train and lIotivate Division statf; provide recommendations for quidelines and procedures for the selection and traininq of personnel. . n) Perform related duties as necessary or requested. OUALrFrCATrONS: o bowl.doe of: CUrrent principles and practices of redevelopllent aqency accountinq, investment practices and public aqency financial administration. Laws and requlations related to the administration of the 20\ Low and Moderate-Incolle Housinq Fund. Budqet practices and budqet planninq and illp18llentation. Principles of personnel administration, supervision and training. Abilitv to: Supervise, train and evaluate professional and clerical staff. rnterpret applicable laws, rules and requlations. Prepare and analyze financial reports, investment activity statellents, County AUditor-Controller tax increllent disburs8llent stat8llents and related correspondence. c:> Manaqer, Administrative Services - 3 - o o o o o Co_unicate clearly and concisely, both verbally and in writing. Establiah and maintain effective working relationships with those contacted in the course of work. MINIMUM EXPERIENCE AND TRAINING REOUIREMENTS: The minimum combination of experience and training for this position is as follows: Education: A Bachelor's degree or equivalent from an accredited college or university with major course work in economics, municipal finance, accounting, public administration or a closely related field. ExDari.nce: Six (6) years experience, including substantial management responsibilities in local government accounting, contract compliance and property tax analysis or equivalent private sector experience. Of said six (6) years total experience, at least two (2) years experience must be demonstrated in direct supervision of subordinate personnel in some financial, contract compliance or accounting situation. Manager, Administrative Services - 4 - SBE00001/MISC/2/lw 01/16/91 DRVRTn__ DEPARTMENT MANAGD . HOUlUNG DIVISION JOB DESCRIPTION: Under direction of the Executive Director, ..nages, supervises and coordinates the functions and activities of the Housing Division of the Development Department, and provides staff assistanee to the Executive Director. SUPERVISION RECEIVRD ANn EXERCISED: . Receives general direction from the Executive Director. Exercises direct supervision of the Housing Division's professional and clerical staff. SPECIAL QUALIFICATIONS: /~ This position differs from other Department positions in requiring a detailed familiarity with the issues and practices associated with current ur))an housing concerns, including development of new housing, rehabilitation and pre.ervation of existing housing, requirement. of low and moderate income housing as.ociated with redevelopment, federal and state housing laws and funding and various forms of financing, ranging from mortgage revenue bOnds through Community Development Block Grants. The position requires the technical background and personnel akins nee.ssary to supervise specialists in various housing areas, including rehabilitation, relocation and financing, and an ability to effectuate the policies of the Department in a manner which addresses the concerns of the public. EXAMPLES OF DUTIES: Duties may include, but are not limited to, the following: a) Plan, manage and coordinate the goals and objectives of the Housing Division consistent with the goals of the Development Department; design and implement Division policies and procedures necessary to provide Division services and further Division goals; prepare a statement of Division objectives - Manager, Housing Division - 1 - tt~~t 8..~ - '- g) ,- '- - '-' and time frames for the accomplishment thereof. Manage and supervise specific Division activities and projects; supervise staff in developing Division programs; review programs and projects for compliance with Department policies and goals as well as local, State and Federal regulations; oversee the analysis of proposals for programs and projects and cost projections. c) Manage, supervise and direct the preparation of appropriate reports and studies related to housing issues and Division activities, analyze reports and prepare recommendations for implementing necessary actions or programs in response thereto. b) d) Supervise the providing of information and technical assistance to the Mayor, Common Council, Agency Administrator, Executive Director and Senior City staff in matters relating to the Division's activities and programs. e) Coordinate demolition and relocation efforts associated with removal of structures and displacement of persons as a result of Division activities. f) Provide liaison and coordination with State and Federal agencies involved in housing matters. Act to seek out and utilize possible sources of funding for Division activities and supervise the use of such funding in manners consistent with applicable rules and regulations. h) Direct, plan and review the division's activities with regard to services for the homeless, including coordination with other government agencies providing such services to the homeless. -.. i) j) Meet with members of outside agencies and foster and explain the Division's goals, procedures. the public to policies and Select, train and motivate Division staff; recommendations for guidelines and procedures selection and training of personnel. k) Perform related duties as necessary or requested. provide for the OUALIFICATIONS: Knowledae of: '~.,.-.- Manager, Housing Division - 2 - o b o o o Modern principles and practices of housinq. Laws and requlations related to housinq issues. Principles of personnel administration, supervisi~n and traininq. Abilitv to: Supervise, train and evaluate professional and clerical staff. Interpret applicable laws, rules and requlations. Prepare and analyze reports, stat_ents and correspondence. Communicate clearly and concisely, both verbally and in writinq. Establish and maintain effective workinq relationships with those contacted in the course of work. MINIMUM EXPERIENCE AND TRAINING REOUIREMENTS: The minimum combination of experience and traininq for this position is as follows: Education: A Bachelor's deqree or equivalent from an accredited colleqe or university with ujor course work in economics, urban planninq, public administration or a closely related field. EXDerienc:e: Seven years experience, includinq substantial Ilanaqement responsibilities in Federal, State or local housinq proqrams or equivalent private sector experience. Of said seven years total experience, at least two years experience must be demonstrated in direct supervision of subordinate personnel in furtherance of local housinq proqrams. Manaqer, Housinq Division - 3 - o b o o o SBEO0001/DOC/400/es 03/06/91 1:25 DEVELOPJ<<pT DEPARTMENT STAFF ASSISTANT JOB DESCRIPTION: Serve as Staff Assistant to the Executive Director of the Development Department. Perform administrative work requiring independent judgment and knowledge of the San Bernardino Economic Development Agency and Development Department; to have functional responsibility for significant aspects of the clerical work of the unit; to file and maintain records; to provide service and assistance to the general public; to perforJI related work as required. SUPERVYsrOH RECEYVED AND EXERCISED: Receives general direction from the Executive Director. Supervises other clerical staff. SPECIAL QUALIFICATIONS: This position requires provision of administrative support for the Executive Director and the performance of various administrative duties in connection therewith. The position requires personnel skills and the ability to work closely with staff and superiors, the ability to act and interface between the Executive Director and other Department staff and to have some knowledge of the area of community development or redevelopment activities. EXAMPLE OF DUTIES: Duties may include, but are not limited to, the following: a) Supervise clerical and stenographic employees in the performance of clerical procedures. b) Analyze and resolve problems arising from work in progress. c) Adjust work assignments, procedures and priorities to expedite work flow. Staff Assistant - 1 - t)(fHBlf e'b o o o o o d) Make recommendations to the Executive Director and implement policies and procedures of the Executive Director. e) Coordinate development of cOlDlllunity Development COlDlllission and Redevelopment COlDlllittee agendas, f) Provides administrative support to Department Senior Planner position. Maintain calendars meetings, room use, travel arrangements; h) Set priorities for, train and review standard clerical techniques involving classifying, processing, retrieving and contrOlling large volumes of records. '. i) j) k) 1) g) and schedules of appointments, equipment use and events; make Prepare work schedules. Participate in training and evaluation of personnel. Supervises operation. Provide secretarial support to the Executive Director of the Development Department, performing secretarial and administrative duties. department front Office/receptionist m) Screen all telephone calls to the Executive Director; ascertain nature of call and determine appropriate action. Refer important business calls to the Executive Director or in hiS/her absence, take messages for his/her attention. n) Compose correspondence requiring use of judgment based upon a thorough understanding of the functions and procedures of the unit, for review by Executive Director, if necessary; Compile information for a variety of regularly scheduled and special narrative and statistical reports, locating sources of information, coding and Classifying data, devising forms to serve data and determine in proper format for finished reports; 0) p) Staff Assistant Maintain confidentiality of privileged information, work independently with a minimum of instruction. - 2 - o o o o o q) Attend _etings and conferences as directed, prepare agendas and take notes at various meetings. Operate a typewriter, calculator, cODlputer terminal, word processor and other office machines. Desiqn office forms; r) s) OUALIFICATIONS: Knowladaa of: standard administrative and clerical techniques involving Classifying, indexing, processing, retrieving and controlling a large volUllle of records. Basic public relations techniques and telephone etiquette. : Basic principles of supervision and training. Abilit:v t:o: Perform simple arithmetic calculations; Perform general clerical work inVOlving the use of a word processor; Retrieve and give information over the telephone in a courteous manner; Assiqn, check, correct and participate fully in the work with subordinates; Write legibly; take shorthand; Proofread and detect errors in typing, spelling, grammar and punctuation; Establish and maintain filing system; maintain accurate records; Operate a computer terminal accurately and efficiently; Prepare and analyze reports, statements and correspondence; Communicate clearly and concisely, both verbally and in writing; Perform difficult clerical work with speed and accuracy; Staff Assistant - 3 - o o o COlllpOse correspondence requiring a good knowledge of the assigned office; Work with considerable independence; Develop solutions to probl... which do not require deviation from policy and develop office procedure; Understand and carry out oral and written instructions; Establish and maintain effective relationships with those contacted in the course of work. MINIMUM EXPERIENCE AND TRAINING REOUIREMENTS: Education Graduation from a high school or a GEO equivalent. Typing : speed of 60 words per minute and stenOCJraphic speed of 100 words per minute. ExDerience o Minimum of six (6) years responsible stenOCJraphic and clerical experience of which three (3) years aust. have been as a Senior Secretary, Administrative Secretary or Executive Secretary in a City/county setting. 1BIlllOOOI1DOCI4OOI.. 0lIII6/911:25 c:> Staff Assistant - 4 - o b o ~ -LL o o SBEO0001/DOC/399/es 03/6/91 121 ECONOMrc DEVELOPMENT AGENCY EXECUTrVE SECRETARY To THE AGENCY ADMrNrSTRATOR JOB DESCRIPTION: Serve as Executive Secretary to the Aqency Administrator of the Economic Development Aqency. Perform a variety of complex secretarial and administrative work requirinq independent judqment and extensive knowledqe of the Community Development Commission and the San Bernardino Redevelopment Aqency. sup~rsrON RECErVED AND EXERcrsED: Receives qeneral direction from the Aqency Administrator. SPECrAL OUALrFlCATroNS: This position requires provision of secretarial support for the Agency Administrator and the undertakinq of various administrative duties in connection therewith. The position requires personnel skills and the ability to work closely with other staff and superiors and have some knowledqe in the area of community development and redevelopment activities. EXAMPLE OF DUTIES: Duties may include, but are not limited to, the followinq: a) Provide secretarial support for the Economic Development Aqency, performinq miscellaneous secretarial and administrative duties. b) Set priorities and deadlines for day to day work flow of the office; be responsible for takinq dictation, transcribinq shorthand on a word processor and typinq a variety of materials and documents. Typinq assiqnments include contracts, proposals, leqal documents, resolutions in special forms, all of which may be of a confidential nature. Executive Secretary to Aqency Administrator - 1 - E(II/I3IT 8-7 o d) o o c) Responsible for the organization, coordination and lIllintenance of the lIll.ter calendar, .erging calendars of the Agency Administrator with tho.e of staff and other appropriate per.onnel a. well a. calendar for conference rooms. Keep the Agency Administrator'. calendar and .chedule appointaents and meeting. on own initiative based on personal knowledge of workload and current i.sues of importance. Reschedule appointaent. when it becomes apparent that Aqency Admini.trator will not be able to meet previous .chedule. e) Circulate Agency Admini.trator's daily appointaent .chedule. f) Remind Agency Admini.trator of appointaent. and brief (he/she) on IIlltters to be considered before .cheduling .eetings. g) Organize and coordinate arrangements for Agency meetings and other .pecial .eeting., including .atters such as location, schedule, agenda and attendance. Assemble background IIlltarials for Agency Administrator. Gather needed information fro. various .ources and alway. pr.par. routine r.port. in anticipation of Agency Administrator's needs. h) o i) Draft replies to routine incoming corre.pondence not requiring per.onalized attention of Agency Administrator and compo.e procedural and routine .emoranda. Respond to routine requests for information. Prepare and type respon.es fro. source IIllterial in a ti.ely .atter. Anticipate the need for information. j) Obtain and organize IIllterial so that it is readily available to .eet needs of Agency Administrator. k) Screen all telephone calls to the Agency Administrator; ascertain nature of call and determine appropriate action. Refer i.portant business calls to Agency Admini.trator or in his ab.enc., take ....ages for his/her attention. 1) Provide answers to questions of a routine nature not r.quiring Aq.ncy Administrator's att.ntion upon determining that caller has right to receive such o Executive S.cretary to Agency Administrator - 2 - o o o - o o m) inforaation without confidentiality. Record and draft minutes of Agency meetings, meetings of Developers, and all other .eetings as needed. incurring a breached n) .. Mark news articles on matters relating to Agency activities and maintain ongoing index of .uch article.. Prepare and circulate weekly absentee schedule. Maintain control of record. on incoming mail, correspondence, and action documents. Follow up on work progre.s to insure timely reply or action. Make travel arrangement. for Agency Administrator and keep in touch with him/her during periods of absence, informing on important matters. Establish and maintain your own filing system, as well as specialized chron file. s) Protect the confidentiality of the office and business operations at all times, releasing information only to those individuals with a legitimate business need to know . 0) p) q) r) t) Perform related work as assigned. OUALYFYCATYONS: Knowledae of: The principle. of office organization, administration, public relations and the duties, priorities, co..it.ents, policies and program goal. of the Economic Development Agency. Abilitv to: Possess outstanding interpersonal relationship skills and the ability to .eet and deal effectively with people, both internal and external to the Agency. Adopt courses of action for effective cOlUlunication and problem solving; work effectively with other employees towards the accomplishment of goals and objectives. Executive Secretary to Agency Administrator - 3 - o o o o o Follow oral and written dir.ction.. MU.t po..... the ability to ..tablish and aaintain .ff.ctiv. public r.lationa, meet the public with courtesy and tact, facilitatinq all int.raction. between the Aqency and the community. MINIMUM EXPERIENCE AND TRAINING REQUIREMENTS: IBIlOOOOIIDOCI399 lDIOl5I91121 Education: Graduation from hiqh .chool or GED .quival.nt. ExDeri.nce: Minimum of .ix (6) y.ar. r..pon.ible .t.noqraphic and clerical experienc.. Typinq .pe.d of 60 word. per minute and dictation at 100 word. per minute is r.quired. Thorouqh knowledqe of business, correspondence (qrammar, spellinq, punctuation, vocabulary), forms modern office practices, procedures, methods, techniques, effective work processes and filinq .ystems; .tandard office equipment, includinq word processor, telex, microfilminq. Executive Secretary to Aqency Admini.trator - 4 - o b o o o SBEO0001/DOC/422/es 03/06/91 120 DF.V1r.T.n1)lf1l!NtJO DEPARTMENT ADMINISTRATYVl!: SECRETARY JOB DESCRIPTION: Serve as Administrative Secretary to the Deputy Director of the Development Departaent. Perform a variety of complex secretarial and administrative work requiring independent jUdCJlllent and extensive knowledge of the Community Development Commission and the Development Department. SUPER,!ISION RECE:IVED AIm EXERCISED: Receives general direction from the Deputy Director of the Development Department. Supervises clerical support staff of the Development Division. SPECIAL QUALIFICATIONS: This position requires provision of secretarial support for the Deputy Director and the undertaking of various administrative duties in connection therewith. The position require. personnel skills and the ability to work closely with other staff end superiors and have some knowledge in the area of community development and redevelopment activities. EXAMPLE OF DUTIES: Duties ..y include, but are not limited to, the following: a) Provide secretarial support for the Development Department, performing miscellaneous secretarial and administrative duties. b) Set priorities and deadlines for day to day work flow of the office; be responsible for taking dictation, transcribing shorthand on a word processor and typing a Administrative Secretary - 1 - eXHtelr B- 8 o o o o o variety of uterials and dOCWllents. Typinq assiqnments include contracts, proposals, leqal documents, resolutions in special foras, all of which may be of a confidential nature. c) Responsible for the orqanization, coordination and uintenance of the ..ster calendar, merqinq calendars of the Deputy Director with those of staff and other appropriate personnel as well as calender for conference rooms. d) Keep the Deputy Director's calendar and schedule appointments and meetinqs on own ini tiati ve based on personal knowledge of workload and current issues of importance. Reschedule appointments when it becomes apparent that Deputy Director will not be able to meet previous schedule. Circulate Deputy Director's daily appointment schedule. Remind Deputy Director of appointments and brief (he/she) on matters to be considered before schedulinq meetinqs. Orqanize and coordinate arrangements for Development Department meetinqs and other special meetinqs, including utters such as location, schedule, agenda and attendance. Assemble background uterials for Deputy Director. .. e) f) q) h) Gather needed information from various sources and always prepare routine reports in anticipation of Deputy Director's needs. i) Draft replies to routine incominq correspondence not requiring personalized attention of Deputy Director and compose procedural and routine memoranda. Respond to routine requests for information. Prepare and type re.ponse. from .ource ..tarial in a timely matter. Anticipate the need for information. j) Obtain and organize material so that it is readily available to meet needs of Deputy Director. k) Screen all telephone calls to the Deputy Director; ascertain nature of call and determine appropriate action. Refer important business calls to Deputy Director or in his absence, take messaqes for his/her attention. Administrative Secretary - 2 - o o o o o Provide an_ers to questions of a routine nature not requiring Deputy Director's attention upon determining that caller has right to receive such information without incurring a breached confidentiality. .) Record and draft minutes of Department .eetings, .eetings of developers, and all other .eetings as needed. 1) n) Mark news articles on matters relating to Department activities and maintain ongoing index Of such articles. 0) Prepare and circulate weekly absentee schedule. p) Maintain control of records on incoming mail, correspondence, and action documents. Pollow up on work progress to insure timely reply or action. q) .. Make travel arrangements for Deputy Director and keep in touch with him/her during periodS of absence, informing on important matters. r) Establish and maintain own filing system, as well as specialized chron file. s) Protect the confidentiality of the office and business operations at all times, releasing information only to those individuals with a legitimate business need to know. t) Perform related work as assigned. OUALIFICATIONS: Knowledae of: The principles of office organization, administration, public relations and the duties, priorities, ccmmitaents, policies and program goals of the Development Department. Abilitv to: Possess outstanding interpersonal relationship skills and the ability to meet and deal effectively with people, both internal and external to the Development Department. Administrative Secretary - 3 - o o o o o Adopt cour.e. of action for .ffectiv. communication and probl.. .olving; work .ff.ctiv.ly with oth.r employ.es towards the accompli.hment of goal. and objectives. FOllow oral and writt.n direction.. Mu.t po..... the ability to ..tablish and ..intain eff.ctive public r.lations, meet the public with courte.y and tact, facilitating all interactions between the Development Department and the co_unity. MINIMUM EXPER:IEHCE AND TRArll~NC RJmUYR1I!Jf1P.NfItS: 1BIlOOOO11IlOCI4:l2 lBIll6I91120 Educa~ion: Graduation from high .chool or GED equivalent. EXb8rience: Minimum of .ix (6) year. responsible .tenographic and clerical experience. Typing .peed of 60 word. per minute and dictation at 100 words per minute is requir.d. Thorough knowl.dge of bu.in..., corre.pondence (qrallDlar, .pelling, punctuation, vocabulary), forms modern office practices, proc.dures, m.thod., t.chnique., .ffective work proces.es and filing system.; .tandard office equipment, including word proces.or, t.lex, microfilming. Administrative Secretary - 4 - o o o o SBEO0001/DOC/425/es 03/06/91 200 DEVRT.l'l'PM1l!N'l' DEP~ SENYOR PLAlIND JOB DESCRIPTION: Under supervision, plan, orqanize and supervise certain land- use planninq aspects of the Development Department; perform a variety of specialized and responsible advanced journey-level professional and technical assignments and planninq; perform studies and prepare plans on matters concerninq the orderly qrowth and development of the City; and perform related work as required. ~ SUPERVIsrON REC2rvED AND EXERCISED: Receives qeneral direction from the Executive Director of the Development Department. Kay exercise direct and indirect Department's prOfessional and clerical staff. supervision over SPECYAL OUALYFYCATYONS: This position differs from other City land-use planninq positions in requirinq, in addition to land-use planninq, a hiqh deqree of knowledqe of redevelopment and community development practices, a stronq ability to interface and neqotiate with the business and development community and the ability to serve as "the Department's liaison with development review/processinq departmants. Position further requires the ability to exercise independent judqment and authority. EXAMPLES OF DUTIES: Duties may include, but are not limited to, the following: a) Perform advanced journey-level prof.ssional work in planninq, zoninq, redevelopment and community development relative to land-use and housing activities, perform economic studies and projections; analyze factors influencing trends. Conduct surveys and compile c:J Senior Planner - 1 - PJltllRIT 8, q t. o o () f) data r.lating to zoninq, perforaance standards, ordinanc. r.visions and chanq... b) R.vi.w Dev.lopJIent Departaent d.v.lopJIent plan. for complianc. with zoning ordinanc.s, reCJUlations and pOlicies .stablished by the D.partment. c) Assi.t in the preparation of curr.nt and lonq range plan. for subdivision and zoninq activiti.., land-use, community d..iqn, hou.ing and str.ets and hiqhways as said plans r.lat. to the r.d.v.lopJI.nt project area plans and plan amendments. d) Investiqat. planninq probleJU involvinq consideration of l.qal public r.lations a. well as planninq aspects and .ake pr..entation of findings. e) S.rve as liaison with City developJIent review departm.nts (Planning and Building Services Department, Public Work./Enqin.erinq D.partment, Fir. Department, Police Department and Municipal Water Department) in connection with DevelopJIent Department .ponsored projects. Provide difficult and complex staff .upport r.lating to the r.dev.lopJI.nt project ar.a plan adoption and plan amendment proc.....; assist in over..einq and managing department consultants r.tained for plan adoption and amendment purposes. o q) Serve a. land-use planning t.chnical advisor to d.v.lopJIent profes.ionals in hou.inq, developJIent and administrative s.rvice. divisions; assi.t department cli.nts in under.tandinq and interpr.tinq the City'S Gen.ral Plan and DevelopJIent Codes. h) Give presentation. to the Planninq comaission, Common Council, Community Development Commission, project area and cithens advi.ory committee., Environmental/ Development Review Committee and citizens qroups. i) Prepare maps, .pecial sketches and desiqns; make changes in zone maps showing variance., special permissions, street wideninq and vacations; compute acreages and frontages. j) Maintain r.cord. of land-use, popUlation distribution, zoninq maps and other maps and operate City vehicles. <:) Senior Planner - 2 - J1 li ~ o o o k) Train other personnel and perfor1ll related work as required. OUALIFICATIONS: lCnowleda8 of: Municipal, political and governmental processes. Theories, principles and practices of municipal planning and zoning. Research principles and report writing techniques. Drafting methods and equipment. Laws, acts and regulations applicable to cOlllllluni ty development proqr... and redevelopment proqrams. Housing and Urban Development (HOD), California Housing Finance Agency and twenty percent set-aside housing proqrams. Applicable land-use planning laws and codes, Census data. Basic supervision. Abili~v ~o: o Read and interpret maps, plans, specifications and legal descriptions; Organize and conduct planning research studies; Evaluate plans, development proposals and design criteria; Compile and analyze technical and statistical information and data; Prepare maps, illustrations, tables, graphs and other visual orders for written and/or oral presentations; Prepare clear and comprehensive reports with effective graphic illustrations; Read, understand, interpret and apply complex written materials; Plan, organize and complete long ter1ll assiqnments; Operate a vehicle, observing legal and defensive drivinq practices; 4:) Senior Planner - 3 - o (> 1 - 1. o o Understand and carry out oral and written instructions; Establish and aaintain effective relationships with those contacted in the course of work. MINIMUM EXPERIENCE AND TRAINING REOUIREMENTS: The minimua combination of experience and traininq for this position is as follows: Education: A Bachelor's degree in urban planninq, qeography or a closely related field. Elmeri.nca: Three years of planninq and community development/redevelopment experience with one year of supervisory level professional planninq experience. A Master's degree closely related to urban planninq may be substituted for one year of required non supervisory experience. Possession of a valid Class C california driver's license. D1IlIoOOOtlDOCl425l. _1200 c:> Senior Planner - 4 - J Ja .~ - o o o SBEO0001/DOC/426/lw 03/07/91 230 DEVELOPMKNT DEPARTMENT DF.V1I!T.n__ D:nn:SrON PROJECT MANAGER JOB DESCRIPTION: Under .up.rvi.ion, initiat., d.velop, lIUlnaqe and control housinq, community dev.lopment and r.dev.lopment project. and .xercise control over property .cqui8ition, property lIIanaquent, r.location, dispo.ition .nd owner participation .qr....nt., d..olitions .nd on/off site contr.ctual .ctivities, 1.... and rent.l aqr....nt., con.truction .ctivitie. .nd property r.cord. and parfor. r.l.ted work .. required. SUPERpsrON RECEYVlmAHD EXERCrSRD: Receives qeneral direction from the Deputy Director of the D.velopment Department. Exerci.es .upervision over Development Speci.li.ts. c:> SPECIAL OUALIFrCATIONS: Thi. position requir.. . hiqh deqr.e of knowledqe of r.dev.lopm.nt and community d.v.lopment pr.ctic.., of r.al property dev.lopment and aanaq..ent principl.s .nd t.chnique. and methods of l.nd .cquisition and di8position .. well .s . .tronq .bility to interface end neqotiate with the business .nd d.velopment community. This position further requires the ability to exerci.e independent judqment and authority. EXAMPLE OF DUTrES: Duties may include, but .re not limited to, the followinq: a) Develop .nd 1ap1..ent new community development and redevelopment projects which are beneficial to the impl_entation of the qoal. and objectives of the Development Department. b) Undertake and .upervise the planninq and impl_entation of development acti vi tie., r.al e.tate transactions, marketinq .pprais.ls .nd acqui.ition of property; o Project Manaqer - Development Divi.ion - 1 - EXI1181T B -/0 o o o o o c) Interface and neqotiate with the development cOllllllunity and iJDpl...nt Departaent qoals and procedures with respect to potential development proposals. d) Neqotiate co_unity development and redevelopment projects and aqre_ents of a biqbly technical and complex nature. e) AIIsist and impl_ent lonq ranqe and sbort ranqe land use planninq activities andeconoaic development strateqies; f) Supervise and assist in preparation of reports with federal, state and local qovernments; coordinate surveys, marketinq, recruitinq, retention of existinq businesses; q) Monitor and supervise various cOllllllunity development and redevelopment financinq proqrlllDll such as cOllllllunity development block qrant proqrams. b) Implement and assist in property manaqement activities and relocation activities; i) Supervise staff in day-toooclay efforts in developinq and implementinq cOllllllunity development and redevelopment proqrlllDll and projects; Inspect on/off site contracts in proqress; assist in review of contracts and proqress reports and maintain proper records; k) Maintain a proqram for continual monthly monitorinq of all development related aqre..ents; j) 1) Cause the preparation of contract documents for the acquisition and disposition of property, property manaqement and owner participation; m) Supervise Development Specialist staff; and perform related work as required. Project Manaqer - Development Division - 2 - o o o o o OUALIFICATIONS: ICnow18dae of: Municipal, political and gov.rnmental proc...... Hou.ing, cOIlIDunity d.v.lopm.nt and red.v.lopment policies, rul.. and regulation.. Methods and technique. of contract interpr.tation including document. r.lating to acquisition, disposition, l.ases and loan transactions. Methods and t.chniqu.. of contract int.rpr.tation and .nforcement aethods. Knowl.dge of property unag_ent principl.. and aethods including those pertaining to l.ases, rentals and vacant land. negotiation, Knowl.dge of .tructural demolition aethods and requirements. Abili1:v 1:0: Negotiate technical and complex development agreements with development cOIlIDunity repr..entativ... Supervise property development and management. COIlIDunicate effectively with other employees, propertyowners and the g.neral public. Ability to deal tactfully and .ff.ctiv.ly with general public and work effectively with other employ.es. MINIMUM EXPERIENCE AND TRAINING REQUIREMENTS: The ainiaum combination of experience and training requirements for this position are as follows: Education: A BaChelor's degree or its equivalent with a major in political science, urketing, r.al estate, urban planning, economics or business administration. Project Manager - Development Division - 3 - o o o o o E1mari.nce: Five years of experience in housing, community development and redevelopment activities or activities relating to real estate development. IIIIIOOOOIIIlOCI426 , Project Manager - Development Division - 4 - o o o o o SBE00001/DOC/402/es 03/6/91 1056 DEVELOPMENT DEPARTMENT ADMINISTRATrvR SERVICES DIVISION GRAPHICS AND DESIGN COORDINATOR JOB DESCRIPTION: Under general supervision, provide conceptual graphic illustrations (audio-visual and display) for a wide variety of projects and couission acti vi ties; provide drafting services in areas of architectural and engineering services. SUPERVISION RECEIVED AND EXERCISED: Receives general direction from the Administrative Services DivisJon Manager. Exercises direct supervision over the Graphics and Design Specialist. SPECIAL OUALIFICATIONS: This position requires knowledge of drafting principles and practices involved in the preparation of architectural design and engineering drawings, uses, techniques, and care of drafting instruments and materials used in graphics preparation (models, wall displays, air brush, hand lettering), specialize in animation and graphics for film and audio-visual presentation. EXAMPLES OF DUTIES: Duties may include, but are not limited to, the fOllowing: a) Interpreting data from assessment maps, title reports, engineering surveys, capital improv_ent plans and other resources necessary for updating old and preparing new maps. b) Preparation of presentations on Development Department projects, including graphics and brochures '(camera ready), helpful in couunicating planning and design concepts on couission activities. Graphics and Design Coordinator - 1 - EXII/8/T 8-// Perforaance of in.pection work .nd wind.hield .urveys to obt.in inforaation on condition. in exi.ting or proposed project .re.s. Prepar.tion of chart., gr.phic., de.criptive dr.wings, isometric views, rendering. of architectur.ll.ndilcaping and parking layouts. Preparation of illustration. for di.play at Commission .nd Council meeting.. Maintenance of current proposed and exi.ting building l.yout. of all proj.ct .reas. As.i.tance in the review and coordination of .ctivities for the .pprov.l of pl.n. for .11 developments in project .reas. Coordin.tion .nd conduct of re.e.rch on utilities, .treet improvements, ....ssor. .nd parcel maps .s neces.ary to .ccomplish and complete development projects. Coordin.te provision of, or provide drafting .nd art .ervices of pr.limin.ry buildings, .ite, parking and .treet layout. .. nece..ary to ...i.t developers with preliminary de.igns. Assi.t in research with, and provide information regarding the City'. project .rea. to developers engaged in site .tudie. for picture developments. k) Preparation .nd .s.i.tance in the de.ign, content, concept, and production of Agency Annual Report and Quarterly .tatement updates. o g) h) i) o j) o o c) d) e) f) 1) Coordinate .nd a..i.t in preparation of brochures, magazine and new.paper .d., slide show .nd newsletter .nd perform related work .s required. OUALYFYCATYONS: KnowlAdae of: Drafting principle. and practice. involved in preparation of architectural design and engineering drawings. Uses, techniques and care of drafting instruments and materials used in gr.phics prepar.tion. o Gr.phics and Design Coordinator - 2 - o o o o o .Abili~v 1:0: . Understand and interpret information from assessment maps, title reports, engineering surveys and capital improv_ent plans. Prepare and update "ps; prepare architectural design and engineering drawings; prepare charts, graphs, descriptive drawings, isometric views and renderings of architectural, landscaping layouts. Research and compile information necessary to accomplish Commission projects. Establish and maintain good working relationships with other _ployees. Operate audio/visual equipment. Communicate effectively in written and oral forms. MINIMUM EXPERIENCE AND TRAINING REOUIREMENTS: The minimum combination of experience and training for this position is as follows: Education: Equivalent of an Associated Arts degree in graphic design and presentation. Exnerience: Five years of experience in graphics and design presentation. IBBOOOO1I1lOC14G2 OJIOMIIIOl6 Graphics and Design Coordinator - 3 - o o o o o SBEO0001/DOC/404/es 03/06/91 0935 DFELOPMEHT DEPARTMENT ADMYRISTRAT:IVE SERVICES DIVYSIOH CONTRACTS anllYHYSTRATOR JOB DESCRIPTION: Under direction of the Executive Director and the Administrative Services Division Manager, involved in the administration of contracts and housing, community development and redevelopment projects in connection with the functions and activities of the Development Department. SUPERYISION RECEIVED AND EXERCISED: Receives general direction from the Administrative Services Division Manager. Exercises direct supervision of the Contract Specialist staff. SPECYAL OUALYFYCATYONS: This position differs from other Department positions in requiring a blend of administrative ability, knowledge of the redevelopment and community development processes, laws and requlations and the ability to act and interface with the Executive Director, the Administrative Services Division Manager and other Department staff, as well as member. of the public. EXAMPLES OF DUTIES: Duties may include, but are not limited to, the following: a) Supervise staff in day to day efforts in developing and implementing community development and redevelopment programs and projects; monitor and evaluate the performance of programs. c) Review all forms of community development/redevelopment contracts and make recommendations as to their implementation. Contracts Administrator - 1 - EXI-I/8/T 8-/:< () f) g) h) i) o o d) Administer the preparation and drafting of housing, cOllDlunity developlllent and redeveloplllent contracts. Prepare and supervise preparation of agendas, reports and correspondence pertaining to the housing, cOlR1Dunity development and redeveloplllent projects; analyze community needs and uke recOllllendations to the Executive Director and the Di viaion Manager for programs which may meet those needs; evaluate the success of programs and projects. Participate in negotiations concerning projects as directed by the Executive Director and Division Manager. Confer with City departments and governmental agencies regarding proposed and existing projects or programs as directed by the Executive Director and Di viaion Manager. Review Department activities or proposed projects for compliance with City policy and local, stat. and federal laws. e) Review contracts pertaining to debt service and tax increment obligations of the Development Department; review owner participation agreements, disposition and development agreements and CDBG agreements; review and analyze the servicing and collection of all Department loans and obligations. j) Review the administration of twenty percent set-aside requiraments and all agreements pertaining thereto; review and implement regulatory agreements, community development block grant requirements and twenty percent set-aside housing affordability covenants. o k) Perform related work as required. QUALIFICATIONS: Xnowladae o~: Modern principles and practices of community developlllent and redeveloplllent. Legislation related redevelopment. Principles of personnel administration, supervision and training. to community development and c:J Contracts Administrator - 2 - o o o ~ - - o o Principles and practices of budqet preparation and administration. Abilit;v ~o: Supervise and evaluate professional and clerical staff. Interpret applicable laws, rules and requlations. Prepare and analyze reports, statements and correspondence. Prepare and draft redevelopment and community development contracts and aqreements. Communicate clearly and concisely, both verbally and in writinq. . MINIMUM EXPERIENCE AND TRAINING REOUYREMENTS: The minimum combination of experience and traininq for this position is as follows: IBIlOOOOIIIlOCI<<N _I oe>> Educa~ion: A Bachelor's deqree or equivalent from an accredited colleqe or university with ujor course work in economics, urban planninq, public administration or a closely related field. ExDerience: Five (5) years of proqressively responsible professional and/or administrative experience in community redeVelopment and/or redevelopment proqrams, includinq two years in a supervisory capacity. Contracts Administrator - 3 - o o o ~ Ii o o SBEO0001/DOC/403/es 03/6/91 945 DEVELOPMENT DEPARTMENT ADMINISTRATIVE SERVICES DIVISION SENIOR ACCOUNTANT JOB DE~CRIPTION: Under direction, accountinq duties under the Development Department. performs a variety of prOfessional Administrative Services Division of the SUPERVISION RECEIVED AND EXERCISED: Receives qeneral direction from the Administrative Services Divi.ion Manaqer. Exercises direct supervision of the Accountinq Technician and the Senior Accounts Clerk. SPECIAL QUALIFICATIONS: This position requires a hiqh deqree of knowledqe of accountinq practice as well as knowledqe of California redevelopment finance, redevelopment aqency and Federal/State qrant accountinq practices. Position requires a technical backqround, personnel skills necessary to supervise specialists in the accountinq field and an ability to effectuate the policies of the Department in a manner which addresses the concerns of the public. EXAMPLES OP DUTIES: Duties may include, but are not limited to, the followinq: a) Orqanize and supervise assiqned departmental accountinq services such as qeneral accountinq and cash receiptinq of accounts; review receivables; maintain budqetary and expense controls. b) Develop and evaluate accountinq systems; conduct research and provide data for expenditures and cash requirements and lonq-term indebtedness. Senior Accountant - 1 - EXflIB/T &/2 o p o lldI o o Participate in preparation of annual budget and review projections. d) Maintain general and sub8idiary ledgers, jo~als, budgetary and cost accounting records in accordance with generally accepted accounting practices, both manually and on the computer; develop general ledger trial balances; post and maintain records for various accounts and funds. c) e) Conduct assigned internal audits and spend accounting studies assigned by the ~inistrative Services Division Manager; designing the projects, conducting necessary investigations/re.earch and preparing reports of findings and recommendations. f) Reconcile sub8idiary and control accounts; assist in administration of .ervice contracts. g) Prepare reports of cash receipts and expenditures; maintain accounting control; maintain accounts payable records; audit invoices, purchases orders, payrolls and statements covering the Department's financial status. h) i) Assist in preparation of the analyzing budget requests and projections and other data. Provides information regarding the status of financial accounts; prepare financial statements and reports. Department budget, developing revenue j) Operates calculators and various other office machines; supervises and controls operation of computer VS45; monitors operating status of VS45, disc drive, terminals and printers; must be able to clear printers and terminals of minor problems and be able to identify larger prOblems relating to the disc drives and VS45 that will require a service call. k) Maintains confidentiality and job security control. 1) Have knowledge to be able to assist the Administrative Services Division Development Analyst, Supervise Senior Account Clerk and Accounting Technician and assist secretaries and clerical staff with any problems they may encounter; work with consultant auditors, providing data, records and explanation of procedures. m) Perform related work as required. Senior Accountant - 2 - o o $I o o OUALIFICATIONS: Xnowladaa of: Accounting theory, principle. and practice. of aunicipal accounting and their application to a wide variety of accounting tran.action. and problems; principle. of account classification.. Governmental budgeting, bookkeeping and co.t accounting. Modern office management procedures, practices and equipment. Abili'tv 'to: Supervi.e .ubordinate per.onnel, including Accounting Technician and Senior Account Clerk. Apply ganerally accepted accounting principles and techniques to various situations. Analyze and evaluate accounting problems pertinent accounting and related data in the reports and statements. Apply and adapt established aethods to a variety of accounting transactions and problems. and develop preparation of Exercise sound judgment in evaluating accounting and control systems. Prepare clear and concise financial statements and statistical and audit reports; complete and analyze financial reports and budget.. Examine and verify financial documents and reports. Make arithmetic calculations with speed and accuracy. Accomplish original work in the developing of accounting procedures and forms. Plan and direct the work of, and supervise, assign and train professional accounting and clerical personnel. MiNIMUM EXPERIENCE AND TRAINING REQUIREMENTS: . The minimum combination of experience and training for this position is as follows: c:; Senior Accountant - 3 - o o o IIIIIllOlIOIIDOCI<<ll CllIf/9I ,., : o o Educat.ion: A Bachelor's degree or equivalent in accountinq, finance, public or business adainistration. Exnerience: Four (4) years experience in a profes.ional accountinq environment. Of said four years total experience, at least two years experience aust be d_onstrated in direct supervision of subordinate personnel and some financial or accountinq environment. Senior Accountant - 4 - o o o o o SBE00001/DOC/405/es 03/06/91 955 DEVEr.nPM1l!N'l' DEPARTMENT HOUSING DIVISION HOUSING DEVELOPMENT SPECIALIST (IIIl JOB DESCRl:PTION: Under general direction of the Housing Division Manager, to assist in the coordination and administration of the Housing Division and in the administration and impl..entation of the Community Development and Redevelopment Housing Proqrams includinq, but not limited to, infill housing, acquisition and rehabilitation, mortgage revenue bond financings; and perform related work as required. SUPERVISION RECEIVED AND EXERCISED: Receives general direction from the Housing Division Manager. Exercises direct and indirect supervision over other housing development specialists. SPECIAL OUALIFICATIONS: This position differs from other Department positions in requiring a high deqree of knowledge of redevelopment and community development practices with an ..phasis on housing proqrams on both the state and federal level. Familiarity with current housing concerns such as development, rehabilitation and preservation of existing housing development and delivery of hoaeless services as well as the requirements of low- and moderate-income housing proqrams is required. The position also requires technical backqround and personnel skills necessary to supervise others in various housing areas including rehabilitation, relocation and financing as well as an ability to effectuate the policies of the Department in a manner which addresses the concerns of the public. EXAMPLE 01' DUTIES: Duties may include, but are not limited to, the following: a) Assist in the implementation, management and coordination of the goals of the Housing Division; Housing Development Specialist 111- Housing Division - 1 - EXIfII3/T B- /4 -.n.ge and supervise specific Division .ctivities .nd projects .nd supervise st.ff in connection therewith. As.iat in the an.lysia of propos.ls and programs; As.iat in the impl..ent.tion of infill housing programs .nd the prep.r.tion of . cOlllDunity development block gr.nt hou.ing .ssist.nce plan; Assi.t in the .dministr.tion, impl..ent.tion .nd monitoring of the Mortg.ge Revenue Bond Program; prep.re housing policy report. for single-family mortgage rev.nu. bond issu..; A..i.t in the d.velopment, .dministration, impl..entation and evaluation of s.rvices for the homel.s.; .s.ist in the development of homeless pr.v.ntion program., projects .nd .ctiviti... Coordinat. with city Planning and Building Department in connection with pr.par.tion of .nvironm.nt.l ......ment r.port. for city hou.ing programs; f) Assiat in pr.paration of .ppropri.t. report. .nd studies rel.t.d to housing is.u.s .nd Diviaion Activities. Analyze r.ports and pr.p.re recollllendations; o d) .) '. o g) o o b) c) Provide information and technical ...i.t.nce to Divi.ion M.nager; h) Assi.t in coordin.tion of d..olition .nd relocation .ffort. ...oci.t.d with displ.c..ent of per.on. as a re.ult of Divi.ion .ctivitie.; i) R.view legi.lation r.lat.d to hou.ing .nd k.ep abre.st of .11 chang.. in hou.ing l.gi.l.tion .nd in exi.ting housing programs; j) Perform related work .s required. OUALl:FICATIOHS: Knowledae of: Law., act. and regul.tion. .pplicabl. to cOllllunity dev.lopm.nt program.. Housing .nd Urban D.v.lopm.nt (HOD) .nd C.liforni. Housing Pinance Authority (CHPA) housing programs; 1nfill dev.lopment o Hou.ing Development Speciali.t 111- Hou.ing Division - 2 - o o o o o strategies; City hou8inq developaent standards; hou8inq finance, includinq tax exempt aortqaqe revenue bond proqrams; rehabilitation of existinq housinq and acquisition and real estate economics. Homeless services strateqies, laws, acts, requlations and proqrams established to serve the homeless and prevent homelessness. Abilitv to: Supervise Housinq Development Specialists implementation of Division proqrams. Perform a wide variety of complex analytical housinq and demoqraphic studies and write supportinq reports. in the , Communicate effectively, verbally or in writinq, with City staff persons and qeneral public. Work effectively with housinq developers. Exercise initiative and resourcefulness in carryinq out City housinq qoals and objectives. Desiqn and implement various City housinq development strateqies. Understand and carry out oral and written maintain all appropriate records and effectively under pressure. instructions; and files, and work MIHnmM EXPERIENCE AND TRAINING REOUIREMENTS: The minimum combination of eXPerience and traininq for this position is as follows: Education: A Bachelor's deqree in urban planninq, economics, public or business administration or a closely related field. ExDerience: Five (5) years of eXPerience in planninq development and implementation of federal, state and local qovernment housing proqrams or equivalent private sector experience. Housing Development Specialist 111- Housinq Division - 3 - o C> o I8IlOOlIOIIIlOCI<<I5 lIlI06I91"' o o Additional qualifying experience aay be substituted for the required education on a year for year basis, up to a aaxillUDl of two y.ars. Poss.ssion of a valid Class Three California Driver's License is required. o o o o o SBEO0001/DOC/406/df 03/05/91 0500 DEVELOPMENT DEPARTMENT BOUSrHG D:rvrsrOH REHABrLrTATrOH COORDrHATOR JOB DESCRIPTION: under direction, to participate in the design, aplamentation and supervision of housing/cOllllllercial rehabilitation and economic development programs. To oversee building inspections, bid negotiations and contract awards relating thereto and to coordinate a variety of financing resources and supervise the preparation of all loan documentation and processing relating to their use. '. SUPERVISION RECEIVED AND ~CISED: Receives general direction from the Housing Division Manager. Supervises the Senior Rehabilitation Specialist, Loan Officer and clerical support. SPECrAL OUALrFrCATroNs: This position differs from other Department positions in requiring a detailed familiarity with relocation assistance programs and commercial and housing rehabilitation programs. The position requires technical background and personnel skills necessary to supervise specialists in various housing areas, including rehabilitation, relocation and financing and an ability to effectuate the policies of the Departaent in a manner which addresses the concerns of the public. EXAMPLES OF DUTrES: Duties may include, but are not limited to, the following: a) Assist in the structuring of housing and commercial rehabilitation programs, developing forms, procedures and operational guidelines; Rehabilitation Coordinator, Administrative Services Division - 1 - PlII/BI T 8~/5 o o o J o o Preparing and reviewing program cost estillat_, budgets and other technical aatters pertaining to the development and execution of the housing and cOllllllercial rehabilitation progr...; c) Assist in the administration and iIlplementat10n of Departllent economic development progr...; training appropriate staff; b) . d) overseeing sight inspections, loan/grant application processing, bid negotiations, contract award and rehabilitation work; oversee contractor's performance; e) Develop a co_unity awareness program and a citizen participation structure; f) Supervise the preparation of contract docUJDents; prepare reports, conduct presentations; evaluate bids and itemize cost estimates; g) Assist in establishing and maintaining liaisons between the City, public and private institutions with potentials of providing economic and financial resources necessary to facilitate and maxillize the economic development and rehabilitation efforts; h) Review and evaluate loan applications; reco_end approval or denial; i) Arbitrate contractor/owner disagreements; establish fair price criteria; exercise quality control of rehabilitation work; j) Advise and counsel owners and builders of the technical aspects of rehabilitation; review projects and issue certificates of completion; k) Closely coordinate Code Enforcement and Building Division of the Planning and Building Services Department; 1) Perform related duties as assigned. Rehabilitation Coordinator, Administrative Services Division - 2 - o o o 1 o o OUALIFlCATYONS: Knowledae of: All pertinent rules and requlations affecting rehabilitation and construction activity. Principles and administration. practices public of or business Principles and practices of construction aanagement. Reporting requirements relative to rehabilitation acti vi ties. Abili~v 'to: Manage a aUlti-function operation; supervise Rehabilitation Specialists and support staff. Establish and aaintain effective relations with potential economic and financial resources. Analyze business plans; interpret financial statements; understand economic forecasts and market studies. Interpret property preparation of a correspondence. reports; variety prepare and supervise of reports, records the and MrNDmM EXPERIENCE AIm TRAINING REOurREMRNTS: The minimum combination of experience and training for this position is as follows: Education: A Bachelor's degree with emphasis in accounting, business administration, public administration or a closely related field. Eroerience: Four (4) years of administration and professional experience in co_ercial and housing rehabilitation, co_unity development/economic development, public administration or property construction work. A valid California driver's license is required. IIIIlOOOOI \IlOC\4()6 o o o o \ SBEO0001/DOC/420 03/05/91 0510 DEVRT.o__ DEPARTMENT ADMINISTRATIVE SERVICES DTVISION SENIOR CONTRACT SPECIALIST JOB DESCRIPTION: Under direction of the Adminiatrative Services Division Manaqer and the contracts Administrator, assist in the administration of contracts and bousinq, cl3auni ty development and redevelopment projects in connection with the functions and activities of the Development Department. SUPERYISION RECEIVED AND EXERCISED: Receives qaneral direction from the Executive Director, the Administrative Services Division Manaqer and the Contracts Administrator. Supervi.e. the Contract Specialist SPECIAL OUALIFlCATIONS: This position differ. from other Department positions in requirinq familiarity and knowledqe of community development and redevelopment processes and the implementation experience as well as ability to act and interface with members of the public. EXAMPLES OF DUT:IES: Duties may include, but are not limited to, the followinq: a) Assi.t in efforts to develop and implement bousinq, community development and redevelopment proqrams and projects; monitor and evaluate the performance of proqrams . b) Review all forms of bousinq, community development and redevelopment contracts for compliance with Department requirements and make recOllllendations as to their implementation. c:> Senior Contract Specialist - 1 - HII/13IT g-/{; o q) . h) o i) OUALIFICATIONS: o o c) Assi8t in the preparation and draftinq of development contracts. Prepare aqendas, report. and correspondence pertaininq to the aonitorinq and evaluation of development projects; periodically review aqreements to ensure milestones are beinq met per the teras of the aqreement; evaluate the success of proqrama and projects. Participate in neqotiations concerninq projects as directed by the Contracts Administrator; assi.t in the preparation of development aqre..ent. and contracts. Confer with city departments and qovernmental aqencies reqardinq proposed and existinq projects or proqrams as directed by the Contracts Administrator. Review Department activities or proposed projects for compliance with City policy and local, state and federal laws. Review contracts pertaininq to debt .ervice and tax increment obliqations of the Development Department; review owner partiCipation aqreements, disposition and development aqre..ents and CDBG aqreements; review and analyze the servicinq and collection of all Department loans and obliqations. Assist in the .ervicinq and collection of all Department loans, includinq sinqle family home improvement loans, multifamily rehabilitation loan aqreements and commercial rehabilitation loan aqreements. d) e) f) lCnowleda& of: Modern principles and practices of community development and redevelopment. Leqislation related redevelopment. Principles and practices of budqet preparation and administration. to community development and Principles and practices administration. of qovernmental contract c:; Senior Contract Specialist - 2 - o t> o o o Abili't.v 'to: Interpret applicable laws, rules and regulations. Prepare and analyze reports, stat_ents and correspondence. Prepare and draft redevelopment and community development contracts and agre_ents. CODIIDunicate clearly and concisely, both verbally and in writ!nq. MINIMUM EXPERIENCE AND TRAINING REOUIREMENTS: The minimum combination of experience and traininq for this position is as follows: Educat.ion: A Bachelor's degree or equivalent from an accredited colleqe or university with major course work in economics, urban planninq, public administration or a closely related field. Exnerience: Three (3) years of proqressively responsible professional and/or administrative experience in cODIIDunity redevelopment and/or redevelopment proqrams with an empha.is in proqrlllll manaqement, monitorinq/asse.sment and evaluation. 1IIIIlOOOOI1DOC/420 111lll5l9lll9OO Senior Contract Specialist - 3 - o b o o o SBEO0001/DOC/432 03/05/91 500 DEVRT.n__ DEPARTMENT HOUSrNC~rVYSION SENIOR RP.Hll.RtLITATION SPECIALIST JOB DESCRIPTrON: Under general supervision, to conduct field and office work related to the inspection of residential and commercial structures, rehabilitation plan specifications and cost estiaates. May supervise field inspections of builcUngs, structures and building construction in all stages of construction, alteration and repair. Assist in examination of building plans and specifications and perform related work as required. SUPERYISION RECEIVED AND ~ERCISED: Receives general direction from the Rehabilitation Coordinator. Supervises other Rehabilitation Specialists. SPECIAL OUALIFlCATIONS: This position differs from other Department positions in requiring a detailed familiarity with relocation assistance proqrams and cOllJlercial and housing rehabilitation programs. The position requires technical backqround and personnel skills necessary to supervise specialists in various housing areas including rehabilitation programs and financings. EXAMPLE 01' DUTIES: Duti.s may include, but are not limited to, the following: a) Participation in preconstruction conferences; prepare plans and specifications; b) Supervision of field inspections of residential, cOllllercial and industrial construction at all stages of construction, alteration and repair; ensure construction complies with plans; inspect new and old plUlllbing, sewer lines, water heaters, furnaces, vents, sprinkler Senior Rehabilitation Specialist - Housing Division - 1 - 13XHIf3IT 8-/7 o o o o o .y.tem., qa. pipinq and appliances; inspect n_ and old electrical installations in reaidential, cOlllllercial and other buildinqs; Ob.erve work in various .taqe. of proqre.. to. ensure conforllllnce with Buildinq COdes, Ordinances, and aequlations; in.pect ..terial. and take ...ples; check worklllanship, proper .toraqe of ..terial. and safety .tandards; d) Conduct final inspections of completed work in conjunction with the Planninq and Buildinq Services Department; c) e) Provide approvals to acceptable structures and installations; receive and investiqate complaints from owners of properties experiencinq rehabilitation; notify architect., enqineers and City department. of material or workmanship which does not meet Buildinq Codes, Ordinances and Requlations; f) Make reinspections when construction does not conform with the plans and requirements of Building Code, Ordinances and Requlations;. q) Prepare inspection report. and correspondence; maintain records and reports; interpret codes, ordinances and requlations and departaental policies to engineers, contractors, architects and others concerned with building, construction or rehabilitation requirements; and h) Assist in the training of rehabilitation specialists and perform other related work as required. Senior Rehabilitation Specialist _ Housing Division - 2 - o o o o o OUALIFICATIONS: Knowladaa o~: Building construction ..thods and aaterials applicable to building, plUlllbing, heating, air concUtioning, ventilating and electrical work. Blueprint reading. General provisions of the Uniform Building Code. state and local Codes, Ordinances and Regulations applicable to the building construction trade. Considerable knowledge of the principals of building inspection procedures and .ethods. Building aaterials, accepted safety standards, modern methods of building construction. Proper inspection methods. Significance and purpose of design requirements. Abilitv to: Apply technical knowledge of building trade work. Use good inspection .ethods to examine workmanship and materials; detect deviations from plans and specifications, standard installation practices, and in theory and materials and workmanship; Prepare comprehensive written reports. Maintain a job 109'. Work effectively with others. Establish or maintain effective public working relations with architects, engineers, contractors, construction workers and the general public and still accomplish the desire of high standards of building inspection. MINIMUM EXPERIENCE AHD TRAINING REOUIREMENTS: The minimum combination of eXPerience and training requirements for this position are as follows: Senior Rehabilitation Specialist - Housing Division - 3 - o o o IBIlOOOOIIJ!OCJ432 lIlJ05J91 500 o o Educa~ion: Sixty s_e.ter units (90 quarter unit.) of colleqe level cours.. with emphasis in enqine.rinq, builclinq in.p.ction or aath-.tic. . Exnerience: Four year. of increasinqly responsible construction in.p.ction experienc., incluclinq one year .xperi.nce in a supervisory capacity or as an insp.ctor of builclinq construction. International Conference of Builclinq Officials ("ICSO") certification is requirecl. Po.....ion of a valicl Cla..-3 California Driver'. Licen.e is requirecl. Senior Rehabilitation Speciali.t - Housinq Divi.ion - 4 - o o o o o SBEO0001/DOC/430 03/06/91 1000 DEVRT.n~ DEPARTMENT HOUSING DrvISION HOUSING DEVELoPImHT SPECIALIST (In JOB DESCRIPTION: Uncler general direction of the Housing Division Manager and Senior Housing Development Specialist, to assist in the administration and implementation of the COIIIIlUnity Development Housing and Redevelopment Programs including, but not limi tecl to, infill housing, acquisition and rehabilitation, and aortgage revenue bond financings; and perform related work as required. SUPERVISION RECEIVED ANIl EXERcrsED: Receives general direction from the Housing Division Manager and the Senior Housing Development Specialist. SPECIAL OUALIFICATIONS: This position differs from other Department positions in requiring a high clegree of knowledge of redevelopment and community clevelopment practices with an emphasis on housing programs on both the state and federal level. Knowledge of rehabilitation, relocation, homeless and financing programs is also necessary. EXAMPLE OF DUTIES: Duties aay inclucle, but are not limited to, the following: a) Assist in the implementation of infill housing program and other Division programs and activities. b) Prepare a community development block grant housing assistance plan for review and Submission. c) Assist in the administration, implementation and monitoring of the Mortgage Revenue Bond Program, prepare housing policy reports for single-family mortgage revenue bond issues. Housing Development Specialist, (II) Housing Division - 1 - EX#/DIT 8-lt o o o o o d) AIa.i.t with city Planning Departaent in conn.ction with pr.p.r.tion of enviroJ1llent.l ....._.nt r.ports for City housing progr.... S.rv. .. priaary st.ff per.on in the d.v.lopment of the .cquisition .nd reh.bilit.tion ph.... of the infill hou.ing program. Coordinat. with Pl.nning Dep.rtment in maintaining r.cords of all singl.-family .nd multifamily housing start. within the corporat. bound.ri.s of the City. R.vi.w l.gisl.tion r.lat.d to housing and k..p .bre.st of .11 chang.s in hou.ing legisl.tion and in existing housing programs. Pr.par. housing quotients of the verious BUD r.quir.d r.ports. As.ist in the d.velopment of programs .nd .ervic.s for the hom.less. .) f) g) h) ~ i) j) P.rform r.l.t.d work as r.quired. QUALIFICATIONS: Xnawledae of: Laws, acts and r.gul.tions applic.bl. to community dev.lopment programs. Housing and Urban Dev.lopment (BUD) and california Housing Finance AUthority (CHFA) housing programs; infill d.velopment .trat.gi..; City hou.ing d.v.lopment standards; housing finance, including tax exempt mortgag. r.venu. bond programs; rehabilitation of exi.ting hou.ing and acquisition and real est.te economic.. Homel.ss ..rvice strategies, laws, .cts, regul.tions .nd programs .stablished to serve the homeless .nd prevent homelessness. Housing Dev.lopment Sp.ci.list, (II) Housing Divi.ion - 2 - o o o o o Abilitv to: Perform a wide variety of coaplex analytical houainq and d..oqraphic studies and write supportinq reports. C08municate effectively, verbally or in writinq, with City staff persons and general public. Work effectively with housinq developers. Exercise initiative and resourcefulness in carryinq out City houainq qoals and Objectives. Understand and carry out oral and written maintain all appropriate records and effectively under pressure. instructions; and files, and work MINIMUM EXPERIENCE AND TRAINING REOUYREMENTS: : The minimum combination of experience and traininq for this position is as follows: Educ~~ion: A Bachelor's deqree in urban planninq, econoaics, public or business administration or a closely related field. ExDerience: Four (4) years of experience in planninq development and impl..entation of federal, state and local qovernment housinq proqrams or equivalent private sector experience. Additional qualifyinq experience may be substituted for the required education on a year for year basis, up to a maximum of two years. Possession of a valid Class Three California Driver's License is required. 1IIIlOOOO11DOC/430 Housinq Development Specialist, (II) Housinq Division - 3 - o o o o o SBEO0001/DOC/428/es 03/07/91 310 DEVELOPMmIT DEPARTMENT D~.tIPMmIT DIVl:Sl:ON DEVELOPMmIT SPECIALIST JOB DESCRl:PTl:ON: Under the general direction of the Project Manager, to assist in the implementation of housing, community development and redevelopment programs; and to monitor and enforce contracts related thereto and perform other related work as assigned. SUPERVl:Sl:ON RECEl:VED AND EXERCl:SED: Receives direct supervision from the Project Manager. SPECl:AL OUALl:Fl:CATl:ONS: This position differs from other Development Department positions in requiring a degree of knowledge in housing, redevelopment and community development practices and familiarity with contracts pertaining to such practices. Position further requires the ability to exercise independent jUdgment and authority. EXAMPLE OF DUTIES: Duties may include, but are not limited to, the following: a) Assist in the administration and management of housing, community development and redevelopment programs and practices; b) Assist in the initiation, negotiation and implementation of contracts and agreements pertaining to housing, community development and redevelopment activities; c) Review, verify and recommend for approval, reimbursement billings submitted in accordance with approved development and loan agreements; Development Specialist - Development Division - 1 - EXU/BIT 8-/1 o o o o o Monitor preconstruction and construction conferences to insure compliance with Developlllent Departllent goals and policies as well as equal opportunity requirements and wage requirements; e) Responsible for job site visits and periodic contractor and 8IIIployee interviews; insure contractors and ..jor subcontractors submit weekly payroll reports on all employees to .eet Davis-Bacon requirements; d) f) Compile lists of minority contractors; provide information to insure minority contractors are aware of available work; : g) Receive .onthly status reports from contract organizations; prepare files for state and federal review, docuaenting housing, community development and redeveloplllent activities on aattars of equal employment opportunity, wages, citizen participation, etc.; h) NotifY community of availability of use of Block Grant Funds and invite proposals; screen proposals, determine eligibility; monitor Block Grant Fund activities; i) Confer with City departaents and community institutions or agencies regarding housing, community development and redeveloplllent related programs; Examine and interpret property records and title reports and other real estate documentation; j) k) Coordinate citizen partiCipation with community groups within redevelop.ent project areas, including scheduling of meetings, information workshops and troubleshooting; coordinate participation and s..ll business seminars including promotion organization and followup; 1) Assist in the planning and implementation of development acti vi ties, real estate transactions, marketing appraisals and acquisition of property; m) Assist in the implementation of long range and short range land-use planning activities and economic development strategies; and n) Perform related work as required. Development Specialist - Developlllent Division - 2 - o o o o o OUALl:FICA.Tl:OHS: bowl.dCl. of: Acts, rules and regulationll pertaining to housing, community development and redevelopment progrlllllll; Housing and Community Development Act of 1974, as amended and federal regulations promulgated thereunder; National Environmental Protection Agency and California Environmental Quality Act environmental review processes for community development projects. Abilitv 'to: : Develop and effectively illpl_ent housing, community developllent and redevelopment plans and Objectives; Understand and illplement citizen participation plans in project approval process; Work with community groups and elected officials or elected official appointees; Analyze and monitor various approved community developllent projects; IlIpl_ent various federal requir_ents affecting use of federal community development funds. MINIMUM EXPERIENCE AND TRAINING REOUIREMENTS: The minillUII combination of experience and training for this position is .s follows: Educati.on: A Bachelor's degree, with a major in public or business administration, econollics, urban or regional planning or a closely related field. Developllent Specialist - Development Division - 3 - o o o o o Elcneriance: Thr.. year. r.spon8ibl. experience in iapl_entinq cOllllllunity and econOllic dev.lopment proqraas or red.velopment proqra..; .onitorinq and admini.terinq contract cOllpliance with .qual opportunitY/affiraative action proqr.... Additional qualifyinq exp.rience .ay be .ub.tituted for required education on a year for year ba.i. up to a aax~u. of two year.. Po....sion of a valid California Class Thr.e driv.r's licen.e. IBIlOOIIOIIDOCI42I Development Specialist - Development Division - 4 - o o o o SBE00001/DOC/423 03/05/91 500 DEVELOPMRNT DEPARTMENT ADMINISTRATIVE SERVICES DIVISION CONTRACT SPECIALIST JOB DESCRIPTION: Under direction of the Contracts Administrator, assist in the administration of contracts housing, community development and redevelopment projects in connection with the functions and activities of the Development Department. SUPERVISION RECEIVED AND EXERCISED: . Receives general direction from the Contracts Administrator and S6nior Contract Specialist, as appropriate. SPECIAL OUALIFrCATIONS: This position cliffers from other Department positions in requiring a knowledge of the cOllllunity development and redevelopment processes and the ability to review and analyze redevelopment, economic and cOllllunity development contracts. EXAMPLES OF DUTIES: Duties may include, but are not limited to, the following: a) Assist in developing and implementing housing, cOllllunity development and redevelopment programs and projects; monitor and evaluate the performance of prograllS. b) Review all forms of housing, cOllllunity development and redevelopment contracts and make recOllllendations as to their implementation. c) Assist in the preparation and drafting of development contracts and agreements. d) Assist in preparation of agendas, reports and correspondence pertaining to the development projects. 4:) Contract Specialist - 1 - Cl.1f/!;/T 8'JlJ o o o o o Participate in negotiations concerning projects as directed by the Contracts Adainistrator. Confer with City departaents and govel'nllental agencies regarding proposed and existing projects or programs as directed by the Contracts Administrator. g) Assist in review of contracts pertaining to debt service and tax increment obligations of the Development Department; review owner participation agreements, disposition and development agreements and CDBG agreements. e) f) h) Assist in the servicing and collection of all Department loans and obligations. QUALIFICATIONS: Knowledae of: Modern principles and practices of community development and redevelopment. Legislation related redevelopment. PrincipalS and practices administration. to community development arid of governmental contract Abilitv to: Interpret applicable laws, rules and regulations. Prepare and analyze reports, statements and correspondence. Prepare and draft redevelopment and community development contracts and agreements. Communicate clearly and concisely, both verbally and in writing. MINIMUM EXPERIENCE AND TRAINING REOUIREMENTS: The minimum combination of eXPerience and training for this position is as follows: Contract Specialist - 2 - o o o 8BIllIOOOI1DOCI423 CllICISIIIIOlOO o o Educa't.ion: A Bachelor's deqree or equivalent frOJll an accredited college or university with IIlljor course work in economics, urban planning, public administration or a closely related field. Exneriance: TWo (2) years of experience in community development and/or redevelopment proqrams. Contract Specialist - 3 - o EXAM f90-09-W PPEN 8-27-90 PD-120 SA~ BERNAR61NO OFFERS CAREER OPPORTUNITIES AND IMTES APPLICATIONS FOR: HOMELESS SERVICES ANALYST - U OPEN TO THE COMMtlHITY DEVELOPMENT DEPARTMENT PUBLIC THIS IS AN UNCLASSIFIED POSITION SALARY .- $36,000 Annually for a period of 12 months. This position is a contract position without benefits. JOB DESCRIPTION - Under general .upervision, to identify homeless indivWuals and families, determine points of origin of same and identify existing resources within the City jurisdiction. Analyzes the nature and scope of the homeless problem. Coordinates identification of resources available. for. the hOlllele.s; reviews legislation related to housing programs for the homeless and keeps abrea.t of changes in such legislation related to hOllleless services. Must have knowledge of laws, acta, and regulations applicable to housing and cOllllllunity development progra..; Housing and Urban Development (BOD), California Housing Finance Agency and Redevelopment Agency progrUlS; Rehabilitation of existing housing; Federal, state and local homele.. services progrUlS. o REOUIREMP.H'I'~ Education: ~. Experience: Bachelor of Arts degree in psychology, sociology, social services or a closely related field AND/OR Four years experience in social services and data gathering. RESUMP. DEADI,INE - 4:00 P.M., FRIDAY, SEPTEMBER 14, 1990. APPLICATION DEADLINE - Submit an application and a detailed resume, including specific employment duties, salary history, and a list of references. The top candidates will be invited to an oral interview. All applications and resumes should be submitted to: City of San Bernardino Personnel Department 300 North "D" Street San Bernardino, CA 92418 (714) 384-5493 REFERENCE: HOMELESS SERVICES ANALYST o AN EQUAL OPPORTUNITY I AFFIRMAnVE ACTION EMPLOYER ~tI.,I.,,,, "R-ll" o o o o SBE00001/DOC/401/es 03/6/91 1001 DEVRT.QPMENT DEPARTMENT ADMINISTRATIVE SERVICES DIVISION DEVELOPMENT ANALYST JOB DESCRIPTION: Under the dir.ction of the Admini.trative Service. Divi.ion Manager, monitor and v.rify a......d valuation. and tax increment revenues for properties and d.v.lopment. within r.dev.lopment project areas. Pr.par. annual increment proj.ction. frODl vari.d .ources. Assist in inv..tment policies and procedure. and budget and budget planning actions. Monitor mortgage revenue and other tax exempt taxable bond financing. ~.i.t in preparation of community redevelopment law report. and agency wide audits. . SUPERVISION RECEIVED AND EXERCISED: Rec.ives general direction frODl the Admini.trative Services Division Manager. SPECIAL OUALIFICATIONS: This position require. a thorough knowledge of California Redevelopment finance and redevelopment agency accounting practices in addition to a background in contract cODlpliance of various types of redevelopm.nt agency agr....nt., CDBG, WAG and BOA programs, investment portfolio ..nagement and bond i..ue cODlpliance. The position requir.s a technical background and an ability to effectuate policies of the EconODlic Development Agency in a manner which addresses the concern. of the public. EXAMPLES OF DUTIES: Duties may include, but are not limited to, the following: a) Monitor all municipal bond financings undertaken in furtherance of the objective. of the Development Department, including tax allocation bonds, .ingle and multi-family mortgage revenue bonds, certificates of participation, taxable bonds and borrowings from conventional lenders. ~ Development Analy.t - 1 - FlIH8/T B~2Z Preparation of appropriate reports to the state Controller, the statement of indebtedness to the County and the annual audit and other studies or reports related to housing, econoaic developaent and redevelopment issues and Division activities; analyze reports and prepare recomaendations for illplementing necessary actions or programs in response thereto. Provide information and technical assistance to the Mayor, COlIIDon Council, AcJency Administrator, Execut! ve Director, Administrative Services Division Manager and Senior City Staff in matters relating to the investment activities, financial conditions, budget considerations and financial ability to implement department programs. Cause the preparation of tax increment revenue cash flow analyses for each redevelopment project area, obtain valid projections of tax increment growth and identify irregularities in tax increment receipts. Provide liaison and coordination with state and federal agencies in contract compliance for any grant or loan programs. Monitor and assist the expenditure and investment of funding obtained by the department in manners consistent with city rules and regulations. Review and monitor all aspects of Department's word processing computer system, including hardware and software for word processing, accounting and data processing. h) Monitor and review compliance matters dealing with the twenty percent low- and moderate-income housing fund, COlIIDunity Development Block Grant Program, Economic Development Administration Programs or other federal funds including the determination of valid expenditure and projects, time limits for expenditures, investment of funds and assure compliance with all affordability covenants and regulatory agre_ents. o d) e) f) b g) o o b) c) i) Assist in the preparation of the Department budget and budget planning activities, including the providing of information and technical assistance to the Executive Director and the Administrative Services Division Manager as well as the Department's other divisions; periodically review and monitor Department budget and make appropriate recolIIDendations. o Development Analyst - 2 - o o o o o j) Perform related duties as necessary or reque.ted. OUALIFICATIONS: Knowledae of: current principle. and practice. of redevelopment law and redevelopment aqency accountinq, investment practices and public aqency financial administration. Laws and requlations related to the administration of the twenty percent low- and moderate-income housinq fund. Budqet practices and budqet planninq and implementation. Abilitv 'to: : Interpret applicable laws, rules and requlations. Prepare and analyze financial reports, investment activity, .tatements, county auditor-controller tax increment disbursement statements and related correspondence. COlUlunicate clearly and concisely, both verbally and in writinq. Establish and maintain effective workinq relationships with those contacted in the course of work. MINIMUM EXPERIENCE AND TRAINING REOUIREMENTS: The minimum combination of experience and traininq for this position is as follows: Educat:ion: A Bachelor'. degree or equivalent from an accredited colleqe or university with major cour.e work in economics, municipal finance, accountinq, public administration or a closely related field. Exnerience: Four (4) years experience, includinq substantial exposure to local qovernment accountinq, contract compliance of property tax analysis or equivalent private sector experience. Development Analyst - 3 - o o o Additional qualifyinq experience aay be substituted for the required education on a year for y_r baaia, up to a aaximum of two years. 1BIlOCIOOI~ 1llIl5I911001 b o Development Analyst - 4 - o o o o o SBEO0001/DOC/431 03/05/91 530 DP:VET.nPInNT DEPARTMENT HOUSrNG DrvrsroN LOAM OFFICER . JOB DESCRIPTION: Under general direction to perform administrative and analytical work in processing applications for housing and commercial rehabilitation loans; to assist in the iapl..entation of a variety of re.idential and commercial rehabilitation and economic development plans and progr.... SUPERvrsrON RECErvED AND EXERCrSED: . Receives direct supervision from the Rehabilitation Coord),nator. SPECrAL OUALrFrCATrONS: This position requires a knowledge of redevelopment and community development practices and related housing and commercial financing progr..s. The position further requires the ability to exercise independent judgment and authority. EXAMPLE OF DUTIES: Dutie. may include, but are not liaited to, the following: a) Disseminating loan progr.. inforaation to prospective loan applicants; interviewing loan applicants; verifying inforaation obtained and preparing applications for financial assistance; b) Determining applicant's eligibility for loans based upon established guidelines and recommending loan approval or denial to Loan Committee; c) Determining the most appropriate tYpe of loan; computing loan ..ounts and terms; preparing loan documents and overseeing signature of all loan and contract documents; establish working relationship with title companies and Loan Officer - Housing Division - 1 - fX#-fBI r 8,:/3 o o o ..L ~ o o financial institutions, credit bureaus and pUblic aqencies; d) Preparation of correspondence, reports, proqram analysis as required; lUlintaininq records and files and workload loqs; Maintaininq balance of funds; disbursinq funds to contractors and vendors; preparinq loan close-out documents and distributinq to appropriate parties; Assistinq in administration of loan collection process; and e) f) q) Perform related work as required. OUALYFICATIONS: ~ Xnawleda. o~: Methods, practices and terminoloqy used in financinq and statistical reports and loan applications. Basic accountinq principles and practices. Co_unity Redevelopment Law and co_unity development proqrams. Abili~v t:o: Plan and orqanize administrative work effectively; write clear and accurate reports and correspondence; follow written and oral instruction; establish and lUlintain effective public relations; work effectively with other employees and associated aqencies. MYNYMUM EXPERYENCE AND TRAYNYNG REOUYREMENTS: The minimum combination of experience and training requirements for this position are as follows: Education: A Bachelor's deqree with emphasis in accountinq, business administration, public administration, bankinq or a closely related field. Loan Officer - Housinq Division - 2 - o o o ~ IBI!OOlIOIIDOCI43I 0lIlI5I91S30 ...1 J - o o lbmeri.nC8: Three years of experience in loan processinq, accountinq or finance. A~~itional qualifyinq experience may be .ub.titute~ for the e~ucational requirement on a year-to-year basis up to a maximum of two years. o o o o o SBEO0001/DOC/424 03/5/91 500 DEVELOPMENT DEPARTMENT ADMYNISTRATrvE SERVICES DIVISION GRAPHICS AND DESIGN SPECIALIST JOB DESCRIPTION: Under .upervi.ion, provide graphic and de.iqn .ervices for a wide variety of proj.ct. and Departaent activitie.; provide drafting ..rvice. in conn.ction with promotional and marketing activitie.. SUPERVISION RECEYVED AIm EXERcrSED: Receiv.. general dir.ction from the Admini.trative Services Division Manager and the Graphic. and De.iqn Coordinator. SPECIAL OUALIFICATIONS: Thi. po.ition r.quir.. knowl.dge of drafting principle. and practice. a. well a. car. of drafting in.trum.nt. and material. u.ed in graphic. preparation (model., wall di.play., air bru.h, hand lettering) knowl.dge of animation and graphic. for film and audio-visual pre.entation. Ability to undertake proj.cts prepar.d for di.play or pre..ntation purpo.es, .lid. .how. and video. for the Department and city needs. EXAMPLES OF DUTIES: Duti.. may includ., but are not limit.d to, the following: a) Interpr.ting data from a.......nt map., title report., engin..ring .urv.y., capital improvement plan. and other r..ourc.. n.ces.ary for updating old and pr.paring new map. . b) Updating old and .xisting map. and pr.paration of new map. ranging from .impl. map. to detail.d maps of redevelopm.nt project areas. c) Preparation of pr..entation. on D.v.lopm.nt Department proj.ct., including graphic. and brochur.. (calllera r.ady), h.lpful in communicating planning and desiqn concept. on D.v.lopment Department activities. Graphic. and Desiqn Speciali.t - 1 - EXUIBIT R~2L/ () o o o o d) Performance of in.p.ction work and wind.hi.ld .urveys to obtain infonaation on condition. in .xisting or proposed project area.. e) Preparation of charts, graphics, descriptive drawings, i.om.tric vi.w., renderinqs of .rchit.ctur.ll.ndsc.ping .nd p.rking layouts. f) As.i.tanc. .nd conduct of r..earch on utilities, street improvem.nt., ......or. .nd parcel map. .. nec.s..ry to .ccompli.h .nd cOllplet. dev.lopment projects. g) Coordin.te provision of, or provide dr.fting .nd .rt .ervic.. of preliminary building., site, parking .nd .treet l.yout. a. nece..ary to .ssist dev.lopers with preliJllin.ry de.igns. Assi.t in rese.rch with, and provide information reg.rding the City'. project .re.. to developers eng.ged in .ite studies for picture developments. h) i) pr.par.tion .nd ..sistance in the design, content, concept, and production of Agency Annu.l Report .nd Quarterly .t.tement updates. j) Follow throuqh projects for initi.l concept to completion, including idea .ketches, comp., production of mechanical .rt for I-color to 4-color process printing. k) Determine .ppropriate solution for projects in terms of cost eff.ctiv.nes. .nd quality control through use of graphic design .lements, copy writing .nd photography. 1) Organize d.sign time .nd production .chedules to meet deadlines; outline printing .p.cific.tions for printing pods. m) Design .nd produce ads for tabloids .nd mag.zines for .pecific t.rget .udience.. n) Assist.nce in the coordin.tion .nd prep.r.tion of brochure., magazine .nd n.wspaper .ds, .lide show and newsletter .nd perform related work .s required. QUALIFICATIONS: Knowledaa or: Graphics .nd Design Speci.list - 2 - - ..... . - o o o Drafting principl.. and practices involved in preparation of architectural deaiqn and engineering drawings. U..s, t.chnique. and car. of drafting instrum.nt. and aaterials used in graphics pr.paration. Ahili'tv 'to: Under.tand and interpret information from a......ent maps, title reports, engineering .urvey. and capital improvement plans. Prepare and update aaps; prepare architectural deaiqn and .ngineering drawing.; pr.par. chart., graphs, d..criptive drawings, isom.tric vi.ws and r.ndering. of arChitectural, land.capinq layout.. Re.earch and compile information nece..ary to accomplish Departaent projects. E.tablish and aaintain goo4 working relationships with other employee.. Communicate .ffectively in written and oral forms. o MINIMUM EXPERIENCE AND TRAINING REOUIREMENTS: The minimum combination of experience and training for this position i. a. follow.: Educat.ion: Graduated from High School. ExDarienca: Three years of .xperience in graphic. and desiqn presentation. Possession of a valid California Drivers License is required IBBOOIlOIIDOCI424 _500 o Graphic. and Desiqn Specialist - 3 - o o o SBEO0001/DOC/410 03/5/91 500 DEVELOPMENT DEPARTMENT ADMIJUSTRATrVK SDVl:CE~ DIVISION ACCOUNTING TECHNICIAN JOB DESCRIPTION: Under direction of the Senior Accountant and the Administrative Services Division Manager, perform highly complex and varied assignments in technical sub-professional financial accounting and aUditing work and perform related work as required. SUPERVYSION HCErvED AHD KlCERCISED: ~ Receive general direction from the Senior Accountant and the Administrative Services Division Manager. Exercises a limited amount of supervision over the Senior Account Clerk. 1c:J SPECIAL OUALIFICATIONS: This position requires a thorough knowledge of accounting practice as well as knowledge of california redevelopment finance and redevelopment agency and Federal/State qrant accounting practices. The position requires a technical backqround, personnel skills necessary to supervise others in the accounting field and the knowledge of advanced office procedures. EXAMPLE OP DUTIES: Duties may include, but are not limited to, the following: a) Perform a variety of general accounting and auditing work requiring thorough understanding of the accounting syst..; b) Accept and receive loan payments and post to appropriate funds, ledgers, Subsidiary ledgers, and individual client files; o Accounting Technician, Administrative Services Division - 1 - ~II.~._ I7 ",- Set up programs, general vouchers and account numbers; prepare accounts receivable billings; verify and aaintain schedules on distribution of loan proceeds; Prepare credit aemoranda on unused funds to be entered against accounts receivable; research, calculate and prepare deaands for payment; Verify aortgages and disposition of loan proceeds; prepare requests for reconveyance; Prepare periodic financial reports; set up amortization schedules; k) Verify loan balances with amounts receivable balances for disposition of funds; o g) h) i) o j) o o c) Maintain aaster list of all client amortization schedules and iapound accounts; calculate and verify principal, interest and iapound payments; prepare and balance daily cash receipts; produce aging and iapound reports on aonthly and quarterly basis; Assiqn account nuabers to new loans; Prepare schedules of cash received, cash fund balances, principal balances and interest received; research, prepare and provide individual clients with reports of interest; Verify and aaintain schedules on payments aade to sub- recipients of CDBG programs; d) e) f) 1) Participate in year end closing of books, analyzing accounts, preparing schedules, preparing general entries, reconciling and balancing accounts; a) Reconcile Departaent checking accounts and insurance plans (health, dental, vision, life, AD&D and LTD); Audit cost accounting systea; receipts; balance various accounts, aonthly, quarterly and annually; 0) Assist programs and correct problems with applications effecting general ledger; n) audit daily cash including daily, p) Operate computer terminal and related equipment and perform related work as required. o Accounting Technician, Administrative Services Division - 2 - o I . b o o o QUALIFICATIONS: lCnowledcrA o~: Principle. and practice. of qeneral and enterpri.e accountinq; Advanced office procedure.; Full ranqe of pOlicies, procedure., practices, rules, regulations and law. applicable to the area of responsibility; Computer terminal operatinq .ethods; Advanced record keepinq .ethods. Abilit;v to: Apply accountinq, auditinq and financial analysis principles to specific work assiqnment.; Operate a computer terminal accurately and efficiently; Perform responsible technical level accountinq; Work with a hiqh deqree of independence; Operate a calculator by touch; Establish and maintain filinq system; Understand and carry out oral and written in.tructions; Establish and maintain effective relationShips with those contacted in the course of work; Independently implement new policies, practices and procedures. MrNnmM EXPERIENCE AND TRAINING REOUIRmmNTS: The minimum combination of experience and traininq for this position is as follows: Accountinq Technician, Administrative Services Division - 3 - o o o 1IBllOOOI1IlOCI410 _10500 o o Educa~ion: Grac!uation from high .chool or GED equivalent plus two college level accounting cour.... Exbari.nce: Thr.. y.ar. ac!vancec! l.vel cl.rical accounting experience or two y.ar. a. an account clerk with the City of San Bernarc!ino. Typing .peec! of thirty (30) worc!s per minute i. requirec!. Accounting Technician, Administrative Services Division - 4 - o o o o o SBEO0001/DOC/409/es 03/06/91 1055 DRVRT.nPMJl!Nlll DEPARTMENT ADMl:Nl:STRA.TIVE SERVl:CES DIVl:SION SENl:OR ACCOUNT CLERK JOB DESCRrPTrOH: Under general supervision, perform a variety of specialized and responsible accounting duties relative to fiscal aanagement of the Development Department. SUPERVl:Sl:ON RECEIVED AND EXERCl:SED: Receives general direction frOll the Senior Accountant and the Adminlstrative Services Manager. SPECl:AL OUALl:Fl:CATl:ONS: This position requires a thorough knowledge of modern office methods and procedures used in financial and statistical work; methods practices and terminolO9Y used in financial and statistical work and principles and practices of double entry bookkeeping. EXAMPLES OF DUTIES: outies may include, but are not limited to, the following: a) Assist in the design, installation, maintenance and revision of general and cost accounting systems; establish and maintain special ledgers and accounting records; b) Assist in the aanagement of investment activities, budgetary control and distribution of cost and controls; assist in the maintenance of control ledgers for accounts and notes receivable, accounts and notes payable and land investments; c) Assist in the preparation of Department payrolls and related reporting; assist in control of bid deposits, document deposits and option deposits; Senior Account Clerk Administrative Services Division - 1 - J;)( LJ-,,;u T R - _? I. d) Review, verify and enter invoices into the coaputer for payaent on a weekly basis; assbt in JIllintaining various controls including cash receipt vouchers, check vouchers, deposit .lip. and purcha.e order.; e) Assbt in maintaining contract control cards and vendor analysis for the 1099s and related work and reports; f) As.i.t in the reconciliation of bank accounts, fi.cal agent and trust accounts; as.i.t in the control of cash deposits and di.bur....nt of funds; develop various monthly reports including trial balances, balance sheet., inco.e stat_ent., reconciliation of joint activity, expenditures, .ource of funds, ca.h position, investment activity and budget statu.; g) Analyze account. and research problems back to .ource data; . h) Maintain the VS45 Computer, which include. bringing up syst_ in the morning and takinq down .yst_ at night; i) Assist various personnel in resolving prOblems related to accounts payable; j) Perform related work a. required. OUALIFlCATIO,S: Knowl.dae of: Accounting theory, principles and practices and their application to a wide variety of accountinq transaction. and probl.... Principles of account clas.ification. Governmental budgetinq, bookkeeping and cost accountinq. Abilitv t.o: po.t fiqures and make arithmetic calculation. with speed and accuracy, both JIllnually and on computer. Operate various office machines with speed and accuracy; compare n.... and numbers; accomplish alphabetical and numerical sorting; accomplish difficult financial work; analyze and evaluate accounting problems and develop Senior Account Clerk Administrative Service. Divi.ion - 2 - >~ \...." - -...I -- '- pertinent accounting and reports and statements; reports; related data in preparation of complete and analyze financial Learn varied office procedures and accounting system requirements; Write legibly and follow oral and written instructions; Work effectively with other employees. MINIMUM EXPERIENCE AND TRAINING REOUIREMENTS: The minimum combination of experience and training for this position is as follows: Education: Graduation from a high school or GED; 30 college units in accounting, finance, public or business administration. EXDerience: -- '-' Three years of proqressively responsible experience in maintaining and reviewing financial and statistical reports and related accounting work. lIIIIlOOllOJIDOC/409 - ~ Senior Account Clerk Administrative Services Division - 3 - - c --, ......,I - SBE00001/DOC/436/es 03/06/91 332 "-' DEVELOPMENT DEPARTMENT SECRETARY JOB DESCRIPTION: Serve as Secretary for the Development Department. Perform a variety of secretarial and administrative work requiring independent judqment. SUPERVISION RECEIVED AND EXERCISED: , Receives general direction from Division Managers and senior clerical staff. ,- '- SPECIAL OUALIFICATIONS: This position requires provision of secretarial support for the Development Department and the undertaking of various clerical and administrative duties in connection therewith. The position requires personnel skills and the ability to work closely with other staff and superiors. EXAMPLE OF DUTIES: Duties may include, but are not limited to, the following: a) Provide secretarial support for the Development Department, performing miscellaneous secretarial and administrative duties. b) Set priorities and deadlines for day to day work flow of the office; be responsible for taking dictation, transcribing shorthand on a word processor and typing a variety of materials and documents. Typing assignments include contracts, proposals, legal documents, resolutions in special forms, all of which may be of a confidential nature. c) Organize and coordinate arrangements for Development Department meetings and other special meetings, - ~ Secretary - 1 - E:~U1B/T B -:<'7 r- '-' g) , r ~ """. -,. including matters such as location, schedule, agenda and attendance. d) Gather needed information from various sources and always prepare routine reports. Draft replies to routine incoming correspondence not requiring personalized attention of superiors and compose procedural and routine memoranda. Respond to routine requests for information. Prepare and type responses from source material in a timely matter. Anticipate the need for information. Screen telephone calls; ascertain nature of call and determine appropriate action. Refer important business calls to appropriate person or in hiS/her absence, take messages for hiS/her attention. Record and draft minutes of Department meetings, meetings of developers, and all other meetings as needed. e) f) h) Mark news articles on matters relating to Department activities and maintain ongoing index of such articles. c i) Establish and maintain own filing system, as well as specialized chron file. j) Protect the confidentiality of the office and business operations at all times, releasing information only to those individuals with a legitimate business need to know. k) Perform related work as assigned. OUALIFICATIONS: Knowledae of: The principles of office organization, administration, public relations and the duties, priorities, commitments, policies and proqram goals of the Development Department. Abilitv to: Possess outstanding interpersonal relationship skills and the ability to meet and deal effectively with people, both internal and external to the Development Department. - '-" Secretary - 2 - o o o Work .ffectiv.ly with other employ.e. towards the accompliahment of goal. and obj.ctive.. Follow oral and writt.n direction.. Mu.t po..... the ability to ..tabli.h and maintain .ff.ctive public r.lation., meet the public with courte.y and tact, facilitating all interaction. between the Developaent Department and the cOllDlunity. MIWYMUM EXPmuENCE AND TRAINING RmMRmmNTS: Education: Graduation from high .chool or GED equivalent. Elmarienca: o Minimum of four (4) year. re.ponsible .t.nographic and clerical experi.nce. Typing .peed of 60 word. per minute and dictation at 100 word. per minute i. requir.d. Thorough knowledge ot bu.ine.., corr..pondence (grammar, .pelling, punctuation, vocabulary), forms modern office practice., procedure., ..thod., t.chnique., eff.ctive work proc...e. and filing .y.t...; .tandard office equipment, including word proce..or, telex, microfilming. "~IDOCI436 c:> Secretary - 3 - o o o o o SBEO0001/DOC/434/es 03/06/91 1045 DEVELOPMENT DEPARTMENT TYPIST ~.1I!DY tIYI} JOB DESCR:IPT:ION: under general supervision to perfora varied, responsible, clerical work involving the use of typing keyboard; to have functional responsibility for a significant aspect of the clerical work of the unit, which aay involve supervidon of a ...11 clerical staff; and to perform related work as required. SUPERViSION RECE~VED AND EXERCISED: - Supervision is received from a professional or supervisory staff members. SPEC:IAL OUAL:IF:ICAT:IONS: This position requires provision of secretarial support and assistance and the performance of various administrative duties in connection therewith. The position also requires personnel skills and the ability work closely with staff and superiors. Knowledge of the area of community development and redevelopment activities is beneficial. EXAMPLES OF DUTIES: Duties may include, but are not limited to, the following: a) Acts as a receptionist to the public, taking and responding to calls, screening inquiries, taking messages, scheduling appointments and answering questions that require searching for and abstracting technical data. b) Receives, opens, dates stamps and distributes incoming mail and processes outgoing mail; arranges in priority order, assembles background information and distributes to appropriate personnel. Types forms, schedules, reports, lists, manuscripts, charts, graphs, contracts, statistics and general c) Typist Clerk (III) - 1 - ~Xl-h 8 IT B -.2& o g) . . h) i) o j) o o d) correspondence; types, files, records, computes and lUlintains senaitive and privileged inforlUltion. Composes correspondence requirin9 use of jud9llent based on a thorough understanding of the functions and procedures of the unit, for review by supervisor. Compile. and types agendas and minutes. Operates a variety of office equipment such as typewriters, calculators, word processors, CRTs, microcomputers, transcription equipment and specialized office equipaent of an assigned unit. Proofreads aaterials for clerical accuracy and spelling; copies, collates, staples and otherwise binds and distributes a variety of ..terials. Files ..terials into filing syst_, develops filing system for record storage and retrieval, codes documents, purges files and shreds documents. Compiles inforlUltion for a variety of regularly scheduled and special narrative and statistical reports, locating .ources of information, codin9 and classifying data, devising forms to serve data and determining proper format for finished reports. e) f) Sets up and aaintains records purchases, budget accounts, requisitions office supplies. k) Sets up, maintains and posts data to logs, lists, ledgers, fOllow-up files and other records of the unit and checks and compares records and documents for accuracy; lUlintains records of Staff attendance and absences, compiling and submitting periodic reports for payroll purposes. of the unit concerning and inventory and 1) DesIgns office forms, aaintains calendars and schedules of appointments, meetings, room use, equipment use and events. m) Maintains personnel files of Unit Staff. n) Makes travel arrangements, initiates purchase requests, makes work assignments, sets priorities for, trains and reviews work of other personnel. OUALIFICATIONS: o Typist Clerk (III) - 2 - o o o o o lCnow18dCl8 ot: Modern office ..thods, procedures and equipaent; correct enqlish usaqe, spellinq, qrlUlllDar and punctuation. Basic IUlthematics. Preparation of business correspondence. Standard clerical technique. involvinq classifyinq, indexinq, processinq, retrievinq and controllinq a larqe volume of records. Receptionist and telephone techniques. Word processinq techniques. Basic principles of supervision and traininq. Abili'tv to: Perform simple arithmetic calculations. Perform qeneral clerical work involvinq the use of the word processor. Receive and qive information over the telephone in a courteous IUlMer. Assiqn, check, correct and participate fully in the work of subordinates. Write leqibly; proofread and detect errors in typinq, 8pellinq, qrlUlllDar and punctuation. Establish and lUlintain filinq syst_s, lUlintain accurate records. Operate a computer terminal accurately and efficiently. Read, understand and apply moderately difficult materials. Perform difficult clerical work with speed and accuracy. Compose correspondence requirinq a qood knowledqe of the assiqned office. Work with considerable independence, develop solutions to probl_s which do not require deviation from policy and develop office procedures. Typist Clerk (III) - 3 - o o o J2lL II o o Under.tand and carry out oral and writt.n in.tructions. Establi.h and maintain eff.ctive relation.hip. with those contacted in the cour.. of work. MINIMUM EXPDIERCE AIm TRAINING REQUIREMENTS: Educa1:ion Graduation from high .chool or GED equivalent. Exneriance: , Two (2) year. of r.cent intera.diat. l.vel cl.rical experience or one (1) y.ar Typist Clerk II with the City of San B.rnardino; typing .peed of 50 words per minute. Po.....ion of a certificate in word proce.sing may be required by compl.tion of probationary period. 1IIIIOOllOI/IIOCU34I. OJJII6I91ICMS Typist Cl.rk (III) - 4 - o o o o o SBEO0001/DOC/433/es 03/06/91 1045 DEVELOPMENT DEPARTMENT TYPIST CUP''DY (II) JOB DESCRIPTION: Under supervision, to perform varied clerical duties of moderate difficulty involvinq regular use of a typewriter keyboard; to file and ..intain records and prepare reports and perform uanscribinq duties; to provide information and ass!atance to the general public; to perform related work as required. SUPERVISION RECEIVED AND EXERCISED: ." Supervision is received from a professional and/or supervisory staff member. SPECIAL QUALIFICATIONS: This position requires the provision of secretarial support and clerical assistance. Position also requires personnel skills and the ability to work closely with Staff and superiors. EXAMPLE OF DUTIES: Duties may include, but are not limited to, the followinq: a) Types forms, schedules, reports, lists, qeneral correspondence, IIllnuscripts, charts, labels, qraphs, contracts and statistics. b) Types, files, records, computes and ..intains sensitive and privileqed inforaation. c) Receives, opens, date stamps and disuibutes mail. d) Acts as a receptionist to the public, takes and responds to calls, screens inquiries, takes messages, schedules appointments and answers questions and makes referrals requirinq a basic understandinq of policies and procedures of the work unit. Typist Clerk (II) - 1 - EXf.h8/T 8 -:L7 o q) h) ~ i) o o o e) Operates a variety of office equipment, includinq typewriters, calculators, word processors, CRTs, .icrocomputers, transcription equipment and specialized office equipment of the assiqned unit. Sorts, alphabetizes, separates batches and distributes forms and reports. Proofr_ds materials for clerical accuracy and spellinq; copies, collates, staples and otherwise binds a variety of materials; files end retrieves materials from established filinq ayst... and develops standard office filinq syst... for record storaqe and retrieval; maintains records, files and books accordinq to established aathods and procedures; compiles and tabulates data for reports. Performs si.ple computations for statistical reports and records; codes and posts the data to 109s and records and prepares sUlllllllries and reports of data; researches readily available inforaation not requirinq interpretive judqment and compiles inforaation for reports. Maintains records of the unit concerninq purchases, budqet accounts and inventory; requisitions office supplies; maintains records of Staff attendance and absences. f) j) Transcribes cassette tapes of dictated correspondence, reports, interviews, leqal documents, lists and related materials usinq a typewriter and word processing equipment. k) Collects fees for payments and prepares receipts. 1) Runs errands to post office, express mail, suppliers, other City departaents and local aqencies. m) Assembles and prepares materials for aailinq. n) Prepares office forms and memoranda from rough draft, written or oral instructions. 0) Composes and types routine correspondence. p) Examines materials for accuracy and completeness. q) Resolves errors and makes corrections. r) Performs related work as required. o Typist Clerk (II) - 2 - o o o o o OUALIF:ICATrONS: bowl.dae o~: Modern office .ethods, procedures and equipment; correct enqlish usaqe, spellinq, qrUlllUlr and punctuation. Basic aathematics. Preparation of business correspondence. Standard clerical techniques involving classifyinq, indexinq, processinq, retrievinq and controllinq a larqe volUllle of records. ~ Receptionist and telephone techniques. Word processinq techniques. Abilitv 'to: Perform simple arithmetic calculations. Perform qeneral clerical work involvinq the use of the word processor. Receive and qive inforaation over the telephone in a courteous .anner. Write leqibly; proofread and detect errors in typinq, spellinq and punctuation. Accomplish qeneral clerical work of averaqe difficulty involvinq independent jUdgment and requirinq accuracy and speed. Understand proceclures and functions quickly and apply them without immediate supervision. Maintain accurate records and aaintain and modify filinq systems. Compose routine correspondence. Understand and carry out oral and written instructions. Establish and aaintain effective relationships with those contacted in the course of work. Typist Clerk (II) - 3 - o o o o o MINDmM EXPRRTmlCE AND TRAYNING uomlmMl:NTs: Education: Graduation from hiqh school or GEe equivalent. ExDerience: One (1) year of recent entry level clerical experience; 8ix (6) month8 as a typist clerk, one with the City of San Bernardino; typinq speed of 45 words per minute. A certificate in word proce.8inq JUly be required upon completion of the probationary period. 1IIBOllOO11DOC14331eo 0MlI/911045 : TYPi8t Clerk (II) - 4 - o o o o o SBEO0001/DOC/398/es 03/06/91 10:35 DEVELOPMRNT DE~ARTMENT TYPIST/CUP.VY (Il JOB DESCRl:PTl:ON: Under close supervision, to perforlll routine, entry level clerical tasks involvinq use of a typinq keyboard; file and ..intain records; to provide service and assistance to the qeneral public; to perforlll related work as required. SUPERVIsrOM RECEIVED AND EXERcrSED: ~ Receives qeneral direction frOll supervisory staff .embers and experienced clerical employees. SPECrAL OUALYPJ:CATl:ONS: This position requires provision of secretarial support and assistance with various administrative duties in connection therewith. Position requires personnel skills and the ability to work closely with staff and superiors. EXAMPLES OF DUTrES: Duties may include, but are not limited to, the followinq: a) Typinq letters, reports, memoranda, tabulations, fOrllls, lists and other qeneral correspondence; b) The indexinq and arranqinq files and undertakinq searches of alphabetical and numerical files; c) Answerinq telephones, respondinq to calls and relayinq messaqes, perforlll receptionist duties to the public and providinq information of a qeneral nature; d) Operatinq a variety of office machines and equipment; e) Issues and receives fOrllls, applications, perlllits and other documents; Typist/Clerk (I) - 1 - E"Y#18/T /3-?1> Q f) g) h) i) j) ill - III o o Assembles and prepares materials for mailing and distribution; Makes and checks simple computations; Receives, opens and date stamps mail and deliveries for messenger services; Copies, collat.s, staples and otherwise binds a variety of materials; Serves as a key operator for a copier, adding toner, cleaning machine and keeping supplies at predetermined levels; k) Ability to run errands to post office, express mail and other city departments and local agencies; 1) Entering into and retrieving routine, repetitive information from computer terminals, word processors or micro computer using keyboards; m) Performs related work as requested. : o OUAT.TFICATIONS: Knowledae of: Correct english usage, spelling, grammar and punctuation; Basic mathematics; Receptionist and telephone techniques; Modern office terminology; Simple record keeping' methods; Operation of standard office equipment; Operation of computer terminal and/or word processor. Abilitv 'to: Perform simple arithmetic calculations quiCkly and accurately; Perform accurate record keeping; o Typist/Clerk eI) - 2 - o p o o o Read and write at the level required for .uccessful job performance; Receive and qive inforaation over a telephone in a courteous aanner; Op.rat. a computer terminal and use basic word processinq techniques; Follow a pr.scribed clerical routine; Under.tand and carry out oral and written in.tructions; E.tablish and aaintain effective relationships with those contacted in the course of work. MYR:IMDM EXPERYEHCE AHD TRAy.raG RmtrrREMENTs: ~ Education: Graduation from a hiqh .chool or a GED .quivalent. Typing .peed of 40 words per minute. Pos....ion of a certificate in word processinq may be required by the compl.tion of the probationary period. _1DOCIS9I\oo _1fU5 Typist/Clerk (I) - 3 -