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HomeMy WebLinkAboutCDC/2010-36 1 2 RESOLUTION NO. CDC/2010-36 3 RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO, CALU'ORNIA, APPROVING AMENDMENTS TO EXHIBITS "A" AND "B", DELETION OF CERTAIN PAGES AND THE ADDITION OF OTHER PAGES TO EXHIBIT "C" OF THE PERSONNEL POLICIES AND PROCEDURES FOR ALL EMPLOYEES OF THE CITY OF SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY 4 5 6 7 8 WHEREAS, on September 21, 1998, the Community Development Commission 9 ("Commission") adopted Resolution No. 5557 approving revised Economic Development Agency 10 of the City of San Bernardino Personnel Policies and Procedures for all employees of the City of 11 San Bernardino Economic Development Agency ("Agency") including Exhibits "A", "B" and "C"; 12 and 13 14 WHEREAS, on October 5, 1998, October 18, 1999, September 18, 2000, August 20, 2001, 15 October 15, 200 L December 16, 2002, February 22, 2005, June 23, 2005, June 29, 2006, June 2 L 16 2007, January L 2008 and August 17,2009 the Commission approved amendments to the Agency's 17 Personnel Policies and Procedures; and 18 WHEREAS, the Commission now deems it desirable to amend Exhibits "A" and "B", delete 19 celiain pages to Exhibit "C", and add other pages to Exhibit "c" to the Agency's Personnel Policies 20 and Procedures. 21 NOW, THEREFORE, THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO DOES HEREBY RESOLVE, DETERMINE AND ORDER, AS FOLLOWS: 22 23 24 Section 1. The Commission hereby approves and adopts Exhibits "A" (list of staff positions) and "B" (salary chart July 1, 2010), as amended, to said Agency Personnel Policies and 25 26 Procedures. 27 Section 2. The Commission hereby deletes pages Exhibits "C-19" through "C-21" (job description Senior Finance/Administrative Analyst); Exhibits "C-41" through"C-43" Uob 28 P \Ago.:ndas\Rcsnlutiolls\RcsolutiOl1s\:;() I 0\06<;0..1 () l-:DA nudgel AdoptIOn Personnel Pulicies FY 10-11 CDC Rcso 11Joc CDC/2010-36 1 description Construction Manager Specialist); Exhibits "C-93" through "C-95" Gob description 2 Executive Assistant to Executive Director); and Exhibits "C-I 03" through "C-I 05" Gob description 3 CATV Production Engineer) of said Personnel Policies and Procedures. 4 Section 3. The Commission hereby adds pages Exhibits "C-115" through "C-II7" (job 5 description of Records Management Specialist); Exhibits "C-118" through "C-120" (job 6 descriptions Financial Analyst); Exhibits "C-121" through "C-123" Gob description Business 7 Solutions Coordinator); Exhibits "C-124" through "C-126" Gob description Administrative 8 Assistant); Exhibits "C-127" through "C-128" Gob description Director of Marketing and Special 9 Events); and Exhibits "C-129" through "C-132" Gob description Chief Financial Officer) of said 10 Personnel Policies and Procedures. 11 Section 4. The Commission hereby adds the additional classified positions Exhibits "C-15" 12 through "C-I7" (job description Deputy Director); Exhibits "C-25" through "C-27" Gob description 13 Project Manager); Exhibits "C-44" through "C-46" Gob description Senior Accounting Technician); 14 and Exhibits "C-I 06" through "C-l 08" Gob description CATV Production Technician). 15 Section 5. The Commission hereby edits Exhibit "C-90" through "C-92" Gob description 16 Enterprise Zone Economic Development Manager); and Exhibit "C-8" through "C-lO" (job 17 description Director of Administrative Services). 18 19 /// 20 /// 21 /// 22 /// 23 /// 24 /// 25 /// 26 /// 27 /// 28 Section 6. This Resolution shall take effect upon the date of its adoption. 2 P.\i\gcndas\Resolutions\ResolutioIlS\20 10\06-30-1 0 E[)A Budget Adoption Personnel Policies FY 10-11 CDC Reso Il.doc 1 2 3 4 5 CDC/2010-36 RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO, CALIFORNIA, APPROVING AMENDMENTS TO EXHIBITS "A" AND "B", DELETION OF CERTAIN PAGES AND THE ADDITION OF OTHER PAGES TO EXHIBIT "C" OF THE PERSONNEL POLICIES AND PROCEDURES FOR ALL EMPLOYEES OF THE CITY OF SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Community regular Development Commission of the City of San Bernardino at a jQint adj ourned meeting 7 thereof, held on the __30th__day of ~un.a__~__~_, 20 I 0, by the following vote to wit: 8 Commission Members: Ayes Nays 9 MARQUEZ X 10 DESJARDINS X 11 BRINKER X --- 12 SHORETT _X__ 13 KELLEY X 14 JOHNSON X 15 MC CAMMACK X 16 6 17 18 Abstain Absent _ C\ d\--~- ~. -~~ Secretary 19 The foregoing Resolution is hereby approved this __L~~~day oC~~l~_______, 2010. 20 21 22 23 24 25 By: 26 27 28 ~ Patrick . Morris, Chm so nity Development Commission of the City of San Bernardino Approved as to Form: 3 P\Agcndas\Resolutions\Resolutions\20 I 0\06-30-1 0 EDA Budget Adoption Personnel Policies fV 10-11 CDC Rcso H_doe EXHIBIT "A" (AMENDED) CITY OF SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY STAFF POSITIONS July 1, 2010 FULL-TIME (40 FTE) 1. Economic Development Agency Management a. Executive Director b. Deputy Director - EDA c. Deputy Director - RDA d. Chief Financial Officer e. Director of Administrative Services f. Director of Housing and Community Development g. Director of Marketing and Special Events 2. Economic Development Agency Confidential a. Accounting Manager b. Financial Analyst (2 positions) c. Executive Secretary 3. Economic Development Agency Mid-Management a. Project Manager (7 positions) b. Marketing/Public Relations Manager c. Senior Urban Planner d. CATV / IEMG Broadcast Engineering Coordinator e. CATV / IEMG Production Coordinator 4. Economic Development Agency General a. Assistant Project Manager (2 positions) b. Senior Admin Analyst Real Estate Acquisition c. GIS / Graphic Analyst d. Administrative Analyst e. Business Solutions Coordinator f. Senior Accounting Technician (2 positions) g. Records Management Specialist h. CA TV / IEMG Production Technician (3 positions) 1. CATV / IEMG Production/Traffic Specialist J. Administrative Assistant k. Secretary (2 positions) 1. Operations Specialist II m. Administrative Clerk III P:lAgendaslAgenda AttachmentslExhibits\2010106-30-1O EDA Budget Adoption Personnel Policies FY 10-11 (Exhibit A).docx EXHIBIT" A" (AMENDED) CITY OF SAN BERNARDINO ECONOMIC DEVELOPMENT AGENCY STAFF POSITIONS July 1,2010 PUBLIC SERVICE TEMPORARY EMPLOYEES/P ART TIME EMPLOYEES a. Receptionist b. CATV / IEMG Production/Programming Assistant (3 positions) c. CA TV / IEMG Administrative Assistant d. Public Service Temporary Employees* * Public Service Temporary Employees - various positions as approved in accordance with funding authority and source, approved authorization to pay and pay rate, contract/term provisions, and approved budget authority (not to exceed annual approved budget allocation). Personnel policies: exhibit a 2 PlAgendaslAgenda AttachmentslExhibits\2010106-30-10 EDA Budget Adoption Personnel Policies FY 10-11 (Exhibit A).docx P:lAgendaslAgenda AttachmentslExhibits\2010\06-30-10 EDA Budget Adoption Personnel Policies FY 10-11 (Exhibit B) EXHIBIT "C -19" City of San Bernardino ECONOMIC DEVELOPMENT AGENCY Senior Financial/Administrative Analyst SUMMARY JOB DESCRIPTION: Under direction, performs a wide variety of highly responsible and complex technical and professional accounting, auditing, financial and administrative duties; monitors, verifies and reconciles loan collection activities and compliance; monitors contract and agreement compliance; prepares, monitors and verifies all payrolls and benefits, and prepares and maintains all related reports; administers personnel and human resource activities; monitors and verifies assessed property values and tax increment revenues for properties and developments with the redevelopment project areas; assists with investment policies and procedures, and budget and budget planning activities; assists in the preparation of redevelopment reports, various professional accounting functions, and Agency wide audits; and performs related work as required. REPRESENT A TIVE DUTIES: Duties may include, but are not limited to, the following: 1. Provide courteous and expeditious customer service to the general public and Agency staff. 2. Administer, review and report on all forms of redevelopment, community development, federal, and low- and moderate income housing contracts, notes and agreements, and make recommendations as to their implementation, compliance, financial payments and processing; review contracts, loans and agreements for compliance with Agency policies and procedures and other laws and guidelines. 3. Prepare correspondence as to compliance on contracts, loans and agreements; determine appropriate action benchmarks and indicate when financial payments are due; confer and coordinate with legal staff to take necessary action when indicated; prepare staff reports indicating course of action. 4. Maintain all activities related to the monitoring, maintaining and reconciliation of all loans receivable of the Agency; monitors payments received; issue monthly loan statements; monitor impound funds, prepare disbursements from and reports interest earnings on the impound funds; reconcile loan activities, payments and receivables; monitor and takes necessary action in loan delinquencies and foreclosures; interact with loan clients concerning their loan activities; prepare loan correspondence; prepare demand letters; prepare Agency reports on loan activities; review all loan documents for compliance prior to disbursement of funds; analyze loan program and activities and make recommendations and take action. 5. Prepare, monitor, report on and reconcile all payroll activities of the Agency; assist with payroll inquiries; issue W-2s; prepare all tax reports and payments; prepare all benefit reports and payments; analyze the payroll program, budgets and activities and make recommendations and take actions; act as human resources coordinator for benefits and other personnel issues; research salaries and benefits and make recommendations. 6. Provide information and technical assistance in matters relating to fund investment activities, financial conditions, and budget considerations in accordance with Agency policies and procedures, and accounting principles. 7. Assist in the preparation of Agency budgets and budget planning activities, including providing technical assistance to Agency personnel. P:\Agendas\Agenda AllaehmentslExhibits\2010106-30-1O EDA Budget Adoption Personnel Policies FY 10-11 Sr. Fin. Admin. Analyst (Reso H).doe EXHIBIT "C - 20" Economic Development Agency Senior Financial/Administrative Analyst (continued) 8. Assist with the maintenance of financial general ledger and subsidiary ledgers and journal entries in accordance with generally accepted accounting principles; assist in the preparation of monthly and annual financial reports; assist with the reconciliation of accounts. 9. Prepare tax increment revenue projections from assessed property values for each redevelopment project area; obtain valid projections of tax increment growth or reductions and identify irregularities in tax receipts and take necessary corrective actions; prepare related reports; monitor receipts and disbursements to various taxing entities, low-moderate housing fund, and to fiscal agents. 10. Maintain loan records and files, including all notes and deeds of trust for loans, contract, owner participation agreements and Agency owned properties; maintain and update financial reports of all Agency property. 11. Assist with professional accounting activities including bank reconciliation, accounts receivable and accounts payable, and general ledger; assist with year-end closing statements; assist with financial audit. 12. Routinely adhere to and maintain a positive attitude towards City and Agency goals; and perform related duties or work as required. MINIMUM EXPERIENCE AND QUALIFICATIONS: A Bachelor's degree or equivalent from an accredited college or university with major course work in accounting, finance, business administration, public administration, or a closely related field. Five (5) years of progressive experience in a professional accounting environment, with governmental accounting highly desirable. Possession of a valid Class "C" California driver's license and the ability to maintain insurability. GENERAL QUALIFICATIONS: Knowledge of: 1. Accounting theory, principles and practices of governmental accounting. 2. The applications to a wide variety of accounting transactions and problems; principles of account classification. 3. Generally Accepted Accounting Principles. 4. Principles and practices of community development, low-and moderate mcome housing, redevelopment and other federal programs rules and regulations. 5. Principles of personnel administration, laws and regulations. 6. Principles of payroll administration and related requirements. 7. Principles and practices of office management, administration and budgeting. 8. Financial and governmental reporting requirements. 9. Principles offu:ld accounting and budget controls. 2 P:lAgendaslAgenda AllachmentslExhibits\2010\06-30-IO EDA Budget Adoption Personnel Policies FY 10-11 Sr. Fin. Admin. Analyst (Reso H).doc EXHIBIT "C - 21" Economic Development Agency Senior Financial/Administrative Analyst (continued) Ability to: I. 2. 3. 4. 5. 6. 7. 8. 9. 10. II. 12. 13. Understand and apply governmental accounting and budgeting. Analyze and evaluate accounting problems and develop pertinent accounting and related data in the preparation of reports and statements. Participate in the preparation of complex financial and accounting reports. Classify fiscal documents and transactions. Effectively manage human resources, including payroll and employee benefits, and file all related report in an accurate and timely manner. Administer contracts for financial, fiscal and accounting policies and procedures. Administer contracts for financial consideration and compliance with the terms. Administer loan receivable programs for terms and conditions. Independently perform the full range of responsible and difficult analytical and administrative work involving the use of independent judgment and personal initiative. Interpret and apply administrative and Agency policies and procedures. Communicate clearly and concisely both orally and written. Establish and maintain working relationships. Gather, organize and analyze information and arrive at sound judgments. PHYSICAL DEMANDS AND WORK ENVIRONMENT: The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of the job, the employee is regularly required to: sit; talk and hear, both in person and by telephone; use hands to finger, handle and feel computers and standard business equipment; and reach with hands and arms. The employee is frequently required to stand and walk. Specific vision abilities required by this job include close vision and the ability to focus. The work environment characteristics, described here are representative of those an employee encounters while performing the essential function of the job. The employee works under typical office conditions, and the noise level is usually quiet. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. ORGANIZATIONAL RELATIONSHIPS: The Senior Financial/Administrative Analyst position is a confidential posItlOn in the Economic Development Agency. Supervision is received from professional or supervisory personnel. Approved: Community Development Commission Date: 12-16-02 3 P:lAgendaslAgenda AttaehmentslExhibits\2010\06-30-1O EDA Budget Adoption Personnel Policies FY 10-11 Sr. Fin. Admin. Analyst (Reso H).doe EXHIBIT "C - 41" City of San Bernardino ECONOMIC DEVELOPMENT AGENCY Construction Management Specialist SUMMARY JOB DESCRIPTION: Under direction and general supervision from the Division Director, conducts field and office work related to the construction, rehabilitation and inspection of residential and commercial structures; reviews rehabilitation and construction plan specifications; develops bid documents for building acquisition, development and demolition; and prepares or reviews cost estimate analysis and make recommendations thereto. Supervises and monitors field inspection of all stages of construction, rehabilitation and repair of residential and commercial structures; and performs related duties as required. REPRESENTATIVE DUTIES: Duties may include, but are not limited to, the following: 1. Provide courteous and expeditious customer service to the general public and Agency staff. 2. Development of bid documents, request for qualifications or proposals; conduct pre-construction or rehabilitation conferences; prepare and/or review plans and specifications to comply with state, federal or local regulations, laws, policies, procedures or ordinances. 3. Supervision and direct inspection of residential, commercial or industrial construction at all stages of construction, rehabilitation and/or repair; ensure compliance with plans and specifications. 4. Review proposed plans and specifications for construction, rehabilitation and/or repair for valid cost estimates, necessary, useful and needed work, and compliance with codes and regulations; verify permits; verify work in progress; check workmanship and materials; verify safety standards. 5. Detect construction and management deficiencies and make recommendations for solutions or corrective actions. 6. Perform final inspection of completed work; receive and investigate complaints as to construction, rehabilitation or repair in conjunction with Agency projects and programs. 7. Coordinate with City planners, building and safety, engineers or other City staff members concerning Agency projects or activities; coordinate with and monitor outside contractors, architects, engineers or others concerning Agency activities, projects and programs. 8. Routinely adhere to and maintain a positive attitude towards City and Agency goals; and, perfonn related duties or work as required. MINIMUM EXPERIENCE AND QUALIFICATIONS: Graduation from high school or GED equivalent. College level course work, or technical school training in urban planning, building codes, and inspection are highly desirable. FoW' (4) years of increasingly responsible housing and/or conmlercial construction inspection experience. P:lAgcndaslAgenda AltachmentslExhibilS\201 0\06-30-1 0 EDA Budget Adoption Personnel Policies FY 10-11 Cons!. Mgm!. Spec. (Reso H).doc EXHIBIT "C - 42" Economic Development Agency Construction Management Specialist (continued) Possession of a valid Class "C" California driver's license and ability to maintain insurability. GENERAL QUALIFICATIONS: Knowledge of: I. Construction, rehabilitation and repair methods, procedures and materials applicable to building, plumbing, heating, air conditioning and electrical work. 2. General provisions of the Uniform Building Code. 3. Federal, state, and local codes, ordinances, and regulation applicable to residential, commercial and industrial building construction, rehabilitation and repair. 4. Principals of building inspection procedures and methods. Ability to: 1. 2. 3. 4. 5. 6. 7. 8. 9. Express ideas on technical subjects clearly and concisely, orally and in writing. Proper use of grammar, spelling, punctuation and precise report writing. Gather, organize and analyze information and arrive at sound conclusions. Establish and maintain effective working relationships with those contacted in the course of work. Read and comprehend plans, specifications and blueprints. Determine and recognize problems with construction or rehabilitation projects and recommend corrective actions. Calculate construction or rehabilitation cost estimates. Write construction and/or rehabilitation job bidding requirements, solicit bids through direct contact and/or advertisements, and review and recommend bid awards or reject bids and resubmit the entire process. Inspect and review construction or rehabilitation project progress, review contractor's invoices for payment, and write progress reports. PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel, or to operate tools or controls, and reach with hands and arms. The employee frequently is required to stand, talk and hear. The employee is frequently required to: walk, sit, climb, to balance, bend, grasp, stoop, kneel, crouch, twist, and/or crawl. The employee must frequently lift and/or move up to 50 pounds. Specific vision abilities required by the job include: close vision, distant vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. The employee regularly works outside in weather conditions. The employee frequently works near moving mechanical parts, is exposed to wet and/or humid conditions and vibration, and works in confined or high, precarious places. The employee is occasionally exposed to fumes or airborne particles, toxic or caustic chemicals, dust and soil, slippery and uneven surfaces, risk of electrical shock and moving traffic. The noise level in the work environment is frequently loud. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 2 P:lAgendaslAgenda AUachmenlslExhibils\2010106-30-IO EDA Budget Adoption Personnel Policies FY 10-11 Const. Mgmt. Spec. (Reso H).doc EXHIBIT "C - 43" Economic Development Agency Construction Management Specialist (continued) ORGANIZATIONAL RELATIONSHIPS: The Construction Management Specialist is a general position in the Economic Development Agency. Supervision is received from the Division Director or Project Manager or supervisory personnel. Approved: Community Development Commission Date: 10-18-99 3 P:lAgendaslAgenda AttaehmentslExhibits\2010106-30-10 EDA Budget Adoption Personnel Policies FY 10-11 Const. Mgmt. Spec. (Reso H).doe EXHIBIT "C-93" City of San Bernardino ECONOMIC DEVELOPMENT AGENCY Executive Assistant to Executive Director SUMMARY JOB DESCRIPTION: Under direction, performs a variety of professional, complex, responsible, highly sensitive and confidential office administration and executive support functions for the Executive Director, requiring independent judgment, knowledge and work habits; the work is characterized by involvement with broad issues and interactions with top executives and elected officials on complex and sensitive matters; and performs related work as required. REPRESENTATIVE DUTIES: Duties may include, but are not limited to, the following: 1. Provide courteous and expeditious customer service to the general public and Agency staff. 2. Provide secretarial and administrative support to the Executive Director; using word processing software, with minimum instruction, composes and/or types memorandums, correspondence, agenda items, reports, agreements, presentations, forms and other documents often of a highly sensitive and confidential nature; may take and transcribe written material from shorthand or taped dictation; taking the initiate, proofreads and checks typed and other materials for accuracy, completeness and compliance with Agency standards, policies and procedures; ensures materials, reports and documents for signature are accurate and complete; responds independently to e-mail inquiries regarding a variety of Agency matters; relives the Executive Director of a variety of administrative details. 3. Maintain the Executive Director's calendar; coordinate, arrange, schedule and confirm meetings, appointments, conferences, hearings, community/intergovernmental events and all travel arrangements for the Executive Director; screen requests for appointments and delegate to other Agency staff when appropriate; ensure that the Executive Director's schedule flows smoothly and that meetings/appointments are timely; make necessary adjustments, postponements, cancellations, with appropriate response, when necessary; researches, prepares and submits travel expenses reports for the Executive Director in accordance with Agency policies and procedures. 4. Receive and screen visitors, appointments and telephone calls, providing information when necessary; conduct research and respond to requests for information from the general public, Agency and City staff and local, state and federal officials, some which may require sensitivity and sound independent judgment; refer certain issues to appropriate staff or take or recommend action to resolve issue; review, determine the priority of incoming mail for the Executive Director, and route to the appropriate staff member for action when necessary or respond directly when appropriate; follow-up on correspondence routed to staff members that action has been taken; review incoming Executive Director e-mails and prioritize, taking direct action when necessary and routing to the appropriate staff when necessary. 5. Act as a liaison in coordinating matters between the Executive Director and other City division directors and representatives of outside agencies; provide requested information and direction on routine matters; follow-up on various assignments at the direction of the Executive Director to ensure that needed action is taken. 6. Plan, organize and make arrangements for special events and meetings as directed; secure event locations and arrange set-up; take, transcribe and distribute meeting meetings as necessary. P:'Agendas\Agenda Attachments\Exhibits\2010",06-30-1 0 EDA Budget Adoption Personnel Policies FY 10-11 Exec. Assist. to Ex. Dir. (Reso H).doc EXHIBIT "C-94" Economic Development Agency Executive Assistant to Executive Director (continued) 7. Assist, when necessary, in accordance with established policies and procedures, the Community Development Commission and Redevelopment Committee agenda items to meet all deadlines, along with other meetings involving the Executive Director; attend meetings and conferences as directed; prepare agendas and take notes/minutes at various meeting as required. 8. Compose correspondence requiring use of judgment and independent thinking; respond to routine requests for information from Agency staff, the public, City employees and Commission Members in accordance with Agency policies and procedures; prepare appropriate responses for signature as necessary. 9. Schedule, supervise and evaluate the work of assigned administrative support staff; set priorities and deadlines for day-to-day clerical work flow. 10. Compile information for a variety of special narrative and statistical reports as required; do various research projects; code and classify data; create and produce various office forms; determine format for finished reports; provide routine, factual information concerning procedures, functions, and regulations; search files for information needed; and process purchase orders. 11. Routinely adhere to and maintain a positive attitude towards City and Agency goals; and perform related duties or work as required. MINIMUM EXPERIENCE AND QUALIFICATIONS: Graduation from high school or a GED equivalent; an Associate's degree is highly desirable. Seven (7) years of increasingly responsible office administration and/or high-level secretarial experience, at least three (3) of which were at an executive assistant level and two (2) of which required supervision of subordinate personnel. Knowledge of, and extensive use of, computer word processing, presentation and spreadsheet software programs. Possession of a valid Class "C" California driver's license and ability to maintain insurability. GENERAL QUALIFICATIONS: Knowledge of: 1. Modem office practices, equipment and computer programs; office administration and management practices and procedures, including practices of file and document management. 2. Principles and practices of sound business communication; correct English usage, including spelling, grammar and punctuations. 3. Principles of supervision. 4. Basic terminology, work processes and local, state and federal requirements applicable to areas of assigned responsibility; basic functions of public agencies. 5. Advanced uses of work processing, graphics, spreadsheet, database and other software to create documents and materials requiring the interpretation and manipulation of data. 6. Basic principles and practices of public administration, including budgeting, purchasing and maintenance of public records. Ability to: 1. 2. 3. 4. Analyze and resolve problems. Adjust work assignments, procedures and priorities to expedite work flow. Make recommendations and implement policies and procedures. Maintain confidentiality of privileged information. 2 P:lAgendaslAgenda AtlachmentslExhibits\20 I 0\06-30-1 0 EDA Budget Adoption Personnel Policies FY 10-11 Exec. Assist. to Ex. Dir. (Reso H).doc EXHIBIT "C-95" Economic Development Agency Executive Assistant to Executive Director (continued) 5. Manage multiple and rapidly changing priorities to meet the needs and expectations of the Executive Director, other elected and appointed City officials, City staff, business leaders and other in the course of work. 6. Establish and maintain highly effective working relationships with elected and appointed City officials, City and Agency staff, residents, businessmen, the media, the public and other encountered in the course of work. 7. Work independently with a minimum of instruction; organize, set priorities, take initiative and exercise sound judgment within areas of responsibility. 8. Gather, organize and analyze information and arrive at sound judgments; interpret, apply, explain and reach sound independent decisions in accordance with Agency regulations, policies and procedures. 9. Perform simple arithmetic calculations; type accurate at a speed necessary to meet the requirements of the position; operate a computer, word processing and spreadsheet software, and other standard office equipment. 10. Retrieve and give information over the telephone and in person in a respectful and courteous manner. 11. Communicate clearly and concisely both orally and in writing. 12. Understand and carry out oral and written instructions. 13. Compose correspondence, prepare documents, prepare accurate and concise records and reports; proofread and detect errors in typing, spelling, grammar and punctuation. 14. Perform difficult clerical and secretarial work with speed and accuracy. 15. Establish and maintain effective relationships with those contacted in the course of work; use a high degree of tact, diplomacy and discretion in dealing with sensitive and confidential situations, and concerned internal and external parties. 16. Supervise subordinate personnel in a professional, courteous manner. PHYSICAL DEMANDS AND WORK ENVIRONMENT: The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to: sit; talk and hear, both in person and by telephone; use hands to finger, handle and feel computers and standard business equipment; and reach with hands and arms. The employee is frequently required to stand and walk. Employees may be required to lift up to 30 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions. The employee works under typical office conditions and the noise level is usually moderately quiet. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. ORGANIZATIONAL RELATIONSHIPS: The Executive Assistant to the Executive Director is a confidential position in the Economic Development Agency. Direction and supervision is received from the Executive Director. Approved: Community Development Commission Date: 3 P:lAgendaslAgenda AllachmentslExhibits\201O\06-30-1O EDA Budget Adoption Personnel Policies FY 10-11 Exec. Assist. to Ex. Dir. (Reso H).doc EXHIBIT "C-I03" City of San Bernardino ECONOMIC DEVELOPMENT AGENCY CATV/IEMG Production Engineer SUMMARY JOB DESCRIPTION: Under general supervision, performs a wide variety of technical tasks related to the City's television channel production/playback equipment maintenance and operation; assists with planning, researching, designing, installing, documenting and maintaining communications-related equipment; responsible for performing with a significant degree of independence complex, high-quality television production programming and broadcasting duties; and performs related work as required. REPRESENTATIVE DUTIES: Duties may include, but are not limited to, the following: 1. Provide courteous and expeditious customer service to the general public and Agency staff. 2. Perform a variety of production functions and operates cameras, audio equipment, teleprompters, videotapes, remote control cameras, or character generators; may perform director and linear and non-linear editor functions. 3. Perform a variety of master control duties, including performing playback operator functions, quality control and encoding of tapes, duplications and bulletin board entry and management. 4. Perform a variety of operations functions; track public access producers and public access equipment; create station identifications and promotions; create graphics for production use; maintain quality control of multiple channels; facilitate tape traffic flow; write software programs to increase work are efficiency; track videotape inventory and library; maintain and update web site. 5. Maintain production facilities and equipment; perform routine maintenance and repair duties; maintain inventory of parts and supplies required for equipment repair. 6. Perform a variety of engineering duties; set-up and breakdown studio and field equipment; provide engineering/technical support for all contract projects; provide engineering support for all contract projects; support for all division projects. 7. Research, evaluate and assist in obtaining and installing production and broadcast equipment; assist in obtaining bids from vendors; document engineering projects. 8. Provide staff training on new equipment and procedures; provide on-going technical staff support. 9. Routinely adhere to and maintain a positive attitude towards City and Agency goals; and perform related duties or work as required. MINIMUM EXPERIENCE AND QUALIFICATIONS: A Bachelor's Degree or equivalent from an accredited college or university with major coursework in television or radio production, video production engineering, or a related closely field. 1 P:lAgendaslAgenda AttaehmentslExhibils\2010106-30-IO EDA Budget Adoption Personnel Policies FY 10-11 CATV Prod. Engineer (Reso H).doe EXHIBIT "C-I04" Economic Development Agency CATV/IEMG Production Engineer (continued) Two (2) years of increasingly responsible experience in television programming or productions, or an equivalent combination of training and experience. Possession of a valid Class "C" California driver's license and ability to maintain insurability. GENERAL QUALIFICATIONS: Knowledge of: 1. Television programming and production techniques, practices and equipment. 2. Design and preparation of computer-generated graphics and digital video effects. 3. Principles, techniques and methods of program and broadcast direction. 4. Correct English usage, including spelling, grammar and punctuation. 5. Standard industrial-quality television equipment and cameras necessary for broadcasting, and methods of operation. 6. Video tape editing techniques including single and multi-source recording. 7. Character generation and multimedia applications. 8. Audio engineering techniques. Ability to: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. Analyze and resolve problems. Adjust work assignments, procedures and priorities to expedite work flow. Operate, monitor and adjust television cameras, lighting controls, and audio and video systems. Edit tapes and use related equipment. Maintain appropriate records and files. Exercise sound independent judgment within guidelines. Communicate clearly and concisely both orally and in writing; understand and carry out oral and written instructions. Work effectively under pressure and within time constraints. Follow established safety policies and procedures in the use of product and control-related equipment. Gather, organize and analyze information and arrive at sound judgments. Establish and maintain effective relationships with those contacted in the course of work. PHYSICAL DEMANDS AND WORK ENVIRONMENT: The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to: sit; talk and hear, both in person and by telephone; use hands to finger, handle and feel computers, standard business equipment and production equipment; and reach with hands and arms. The employee is frequently required to stand and walk. Employees may be required to climb or balance, stop, kneel, crouch or crawl and to lift or move up to 80 pounds. The position may be required to work fluctuating hours, including weekends and holidays, and may require after-hours on-call response in emergency situations. Specific vision abilities required by this job include close vision and the ability to adjust focus. 2 P:\Agcndas\Agenda Attachments\Exhibits\201O\06-30-10 EDA Budget Adoption Personnel Policic~ FY 10-11 CATV Prod, Engineer (Reso H),doc EXHIBIT "C-I05" Economic Development Agency CATV/IEMG Production Engineer (continued) The work environment characteristics described here are representative of those an employee encounters while performing the essential functions. The employee works under typical office conditions and field environment and is exposed to noises, vibrations, odors and dust. The employee may be required to work in outside conditions, exposed to wet or humid conditions, where the noise level may be loud, and work at heights on ladders. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. ORGANIZA TlONAL RELATIONSHIPS: The CATV IIEMG Production Engineer is a general position in the Economic Development Agency. Supervision is received from a Project Manager, Division Director or supervisory personnel. Approved: Community Development Commission Date: 3 P:lAgendaslAgenda AttachmenlslExhibils\201OI06-30-1O EDA Budget Adoption Personnel Policies FY 10-11 CATV Prod. Engineer (Reso H).doe EXHIBIT "C -115" City of San Bernardino ECONOMIC DEVELOPMENT AGENCY Records Management Specialist SUMMARY JOB DESCRIPTION: Under general supervision, performs a variety of highly responsible records management duties involving centralized records in the Economic Development Agency ("Agency"), responds to request for documents from the general public and Agency staff; performs a variety of secretarial, clerical and administrative assignments requiring independent judgment, knowledge and work habits; and performs related work as required. REPRESENTATIVE DUTIES: Duties may include, but are not limited to the following: 1. Provide courteous and expeditious customer service to the general public and Agency staff. 2. Create, maintain and scan vital centralized record in accordance with Agency policies and the record retention schedule, assuring accessibility to meet Agency and public information requirements and administering record destruction as set forth by law and the Agency's record retention schedule. 3. Maintain centralized Agency records in accordance with the Agency's policies and all legal requirements; maintain and implement coding and indexing structures and apply appropriate indexing criteria to documents; recommend additions and/or revisions to established file categories and indexing structures; maintain and update record inventories and databases. 4. Maintain and update the Agency's record retention schedule to ensure compliance with all legal retention schedule and destruction guidelines. 5. Receive and respond to requests for records under the Public Records Act; conduct research and locate documents and records as necessary; obtain advice from the Agency's Counsel regarding record to be released; receive, research and respond to requests for information from Agency officials and staff. 6. Operate document imaging equipment to scan, index and store Agency records on electronic media; prepare documents for scanning; review scanned images to ensure quality standards are met; troubleshoot and resolve imaging software problems or consult with Agency staff or vendors; ensure secure storage and safeguarding of digital and paper records and documents; perform and ensure quality control in document Imagmg process. 7. Evaluate and develop recommendations for enhancements to the Agency's records management programs, systems and procedures. 8. Provide a wide range of secretarial, clerical and administrative support to all Agency staff as necessary; provide clerical support for contracts, agreements, proposals, legal documents, resolutions, or any other document produced by Agency staff, consultants or legal counsel. 9. Set priorities and deadlines for day-to-day work flow for clerical support; compose correspondence requiring use of judgment and independent thinking. P:lAgendaslAgenda Attachments\Exhibits\20 10106-30-1 0 EDA Budget Adopton Personnel Policies FY 10-11 Records Mgmt. Spec. (Reso H).doe EXHIBIT "C -116" Economic Development Agency Records Management Specialist (continued) 10. Perform work related to Community Development Commission and/or Redevelopment Committee agenda items, photocopying, meetings, minutes, and the maintenance of records; monitor and obtain original signatures on any such documents as necessary. 11. Compile information for a variety of special narrative and/or statistical reports as required; do various research projects; code and classify data; create and produce various office forms; and determine format for finished reports. 12. Organize and coordinate arrangements for meeting and other special meetings, including location, schedule, agenda and attendance; attend meetings and take accurate notes and/or shorthand and transcribe into minutes as necessary. 13. Screen telephone call; ascertain nature of calls and determine appropriate action; refer call to the appropriate staff member; screen counter contacts and refer to proper staff member; take clear and accurate messages. 14. Set priorities for, train and review standard clerical techniques involving classifying, processing and retrieving and controlling large volume of records; file as necessary. 15. Assist with front desk reception duties as necessary; work front reception desk during lunch, breaks, vacations, or absences and/or any other time when staff member is away from front desk on Agency business. 16. Routinely adhere to and maintain a positive attitude towards City and Agency goals; and, perform related duties or work as required. MINUMUM EXPERIENCE AND QUALIFICATIONS: Graduation from high school or GED equivalent; coursework in records management, and/or designation of a Certified Records Management Professional or Manager is desirable. Four (4) years of progressively responsible experience in an office environment in developing and maintaining filing and records systems, preferably involving the operation of computer-based document management systems. Thorough knowledge and extensive use of computer word processing and spreadsheet programs. Possession of a valid Class "C" California driver's license and ability to maintain insurability. GENERAL QUALIFICATIONS: Knowledge of: 1. Principles, practices, methods and techniques of document and records management programs. 2. Public Records Act and other local, state and ft:dt:ral laws relating [0 the maintenance, retention and release of a wide variety of documents. 3. Procedures, techniques and methods of document preservation. 4. Computer and database structures and programs applicable to records management programs. 5. Document storage and retrieval technologies, their uses and capabilities. 6. Standard office practices, procedures and equipment. 2 P:lAgendaslAgenda AttachmentslExhibitsI201OI06-30-1O EDA Budget Adopton Pmonnel Policies FY 10-11 Records Mgmt. Spec. (Reso H).doc EXHIBIT "C -117" Economic Development Agency Records Management Specialist (continued) Ability to: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. Analyze and resolve problems. Adjust work assignments, procedures and priorities to expedite work flow. Make recommendations and implement policies and procedures. Maintain confidentiality of privileged information. Work independently with a minimum of instruction. Retrieve and give information over the telephone and counter in a respectful and courteous manner. Understand and communicate clearly and concisely both orally and written. Develop and administer a centralized records management program to meet all applicable laws and regulations regarding the maintenance of public records. Operate a personal computer with standard business software, including word processing, spreadsheet and database applications, telephone systems and other standard office equipment. Operate document imaging and software accurately and efficiently to create and retrieve Agency records stored on electronic media. Evaluate Public Records Act requests and provide copies or relevant records in accordance with legal requirements and the Agency's interests. Classify, index, process, file and retrieve a wide variety of materials under a comprehensive records management system. Proofread and detect errors in typing, spelling, grammar and punctuation. Perform clerical and secretarial work with speed and accuracy. Establish and maintain effective relationships with those contacted in the course of work. PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions. While performing the duties of this job, employees are regularly required to: sit, stand and walk; talk and hear, both in person and by telephone; hear and differentiate equipment operating sounds; use hands repetitively to finger, handle and feel computers, document imaging and other standard office equipment; and reach with arms and hands. Employees are frequently required to lift up to 50 pounds. Specific vision abilities for this job involve close vision, use of both eyes, ability to distinguish basic colors or shades, depth perception and the ability to focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions. Employees work under typical office conditions and the noise level is usually moderately quiet. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ORGANIZATIONAL RELATIONSHIPS: The Records Management Specialist is a general position in the Economic Development Agency. Supervision is received from the professional or supervisory personnel. Approved: Community Development Commission Date: 3 P:lAgendaslAgenda AtlachmentslExhibils\2010106-30-1O EDA Budget Adopton Personnel Policies FY 10-11 Records Mgml. Spec. (Reso H).doc EXHIBIT "C - 118" City of San Bernardino ECONOMIC DEVELOPMENT AGENCY Financial Analyst SUMMARY JOB DESCRIPTION: Under direction, performs a wide variety of highly responsible and complex technical and professional accounting, auditing, financial and administrative duties; monitors, verifies and reconciles loan collection activities and compliance; monitors contract and agreement compliance; prepares, monitors and verifies all payrolls and benefits, and prepares and maintains all related reports; administers personnel and human resource activities; monitors and verifies assessed property values and tax increment revenues for properties and developments with the redevelopment project areas; assists with investment policies and procedures, and budget and budget planning activities; assists in the preparation of redevelopment reports, various professional accounting functions, and Agency wide audits; and performs related work as required. REPRESENT A TIVE DUTIES: Duties may include, but are not limited to, the following: I. Provide courteous and expeditious customer service to the general public and Agency staff. 2. Administer, review and report on all forms of redevelopment, community development, federal, and low- and moderate income housing contracts, notes and agreements, and make recommendations as to their implementation, compliance, financial payments and processing; review contracts, loans and agreements for compliance with Agency policies and procedures and other laws and guidelines. 3. Prepare correspondence as to compliance on contracts, loans and agreements; determine appropriate action benchmarks and indicate when financial payments are due; prepare staff reports indicating course of action. 4. Maintain all activities related to the monitoring, maintaining and reconciliation of all loans receivable of the Agency; monitors payments received; issue monthly loan statements; monitor impound funds, prepare disbursements from and reports interest earnings on the impound funds; reconcile loan activities, payments and receivables; monitor and takes necessary action in loan delinquencies and foreclosures; interact with loan clients concerning their loan activities; prepare loan correspondence; prepare demand letters; prepare Agency reports on loan activities; review all loan documents for compliance prior to disbursement of funds; analyze loan program and activities and make recommendations and take action. 5. Prepare, monitor, report on and reconcile all payroll activities of the Agency; assist with payroll inquiries; issue W-2s; prepare all tax reports and payments; prepare all benefit reports and payments; analyze the payroll program, budgets and activities and make recommendations and take actions; act as human resources coordinator for benefits and other personnel issues; research salaries and benefits and make recommendations. 6. Provide information and technical assistance in matters relating to fund investment activities, financial conditions, and budget considerations in accordance with Agency policies and procedures, and accounting principles. 7. Assist in the preparation of Agency budgets and budget planning activities, including providing technical assistance to Agency personnel. P:lAgendaslAgenda AltachmentslExhibits\201 0\06-30-1 0 EDA Budget Adoption Personnel Policies FY 10-11 Financial Analyst (Reso H).doc EXHIBIT "C - 119" Economic Development Agency Financial Analyst (continued) 8. Assist with the maintenance of financial general ledger and subsidiary ledgers and journal entries in accordance with generally accepted accounting principles; assist in the preparation of monthly and annual financial reports; assist with the reconciliation of accounts. 9. Prepare tax increment revenue projections from assessed property values for each redevelopment project area; obtain valid projections of tax increment growth or reductions and identify irregularities in tax receipts and take necessary corrective actions; prepare related reports; monitor receipts and disbursements to various taxing entities, low-moderate housing fund, and to fiscal agents. 10. Maintain loan records and files, including all notes and deeds of trust for loans, contract, owner participation agreements and Agency owned properties; maintain and update financial reports of all Agency property. 11. Assist with professional accounting actiVities including bank reconciliation, accounts receivable and accounts payable, and general ledger; assist with year-end closing statements; assist with financial audit. 12. Routinely adhere to and maintain a positive attitude towards City and Agency goals; and perform related duties or work as required. MINIMUM EXPERIENCE AND QUALIFICATIONS: A Bachelor's degree or equivalent from an accredited college or university with major course work in accounting, finance, business administration, public administration, or a closely related field. Five (5) years of progressive experience in a professional accounting environment, with governmental accounting highly desirable. Possession of a valid Class "c" California driver's license and the ability to maintain insurability. GENERAL QUALIFICATIONS: Knowledge of: 1. Accounting theory, principles and practices of governmental accounting. 2. The applications to a wide variety of accounting transactions and problems; principles of account classification. 3. Generally Accepted Accounting Principles. 4. Principles and practices of community development, low-and moderate mcome housing, redevelopment and other federal programs rules and regulations. 5. Principles of personnel administration, laws and regulations. 6. Principles of payroll administration and related requirements. 7. Principles and practices of office management, administration and budgeting. 8. Financial and governmental reporting requirements. 9. Principles of fund accounting and budget controls. 2 P:\Agendas\Agenda Attachments\Exhibits\201 O\06-30~ 1 0 EDA Budget Adoption Personnel Policies FY 10.11 Financial Analyst (Reso H).doc EXHIBIT "C - 120" Economic Development Agency Financial Analyst (continued) Ability to: I. 2. 3. 4. 5. 6. 7. 8. 9. 10. II. 12. 13. Understand and apply governmental accounting and budgeting. Analyze and evaluate accounting problems and develop pertinent accounting and related data in the preparation of reports and statements. Participate in the preparation of complex financial and accounting reports. Classify fiscal documents and transactions. Effectively manage human resources, including payroll and employee benefits, and file all related report in an accurate and timely manner. Administer contracts for financial, fiscal and accounting policies and procedures. Administer contracts for financial consideration and compliance with the terms. Administer loan receivable programs for terms and conditions. Independently perform the full range of responsible and difficult analytical and administrative work involving the use of independent judgment and personal initiative. Interpret and apply administrative and Agency policies and procedures. Communicate clearly and concisely both orally and written. Establish and maintain working relationships. Gather, organize and analyze information and arrive at sound judgments. PHYSICAL DEMANDS AND WORK ENVIRONMENT: The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of the job, the employee is regularly required to: sit; talk and hear, both in person and by telephone; use hands to finger, handle and feel computers and standard business equipment; and reach with hands and arms. The employee is frequently required to stand and walk. Specific vision abilities required by this job include close vision and the ability to focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential function of the job. The employee warks under typical office conditions, and the noise level is usually quiet. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. ORGANIZA TIONAL RELATIONSHIPS: The Financial Analyst position is a confidential position in the Economic Development Agency. Supervision is received from Chief Financial Officer, Senior Accountant and/or Deputy Director. Approved: Community Development Commission Date: 3 P:lAgendaslAgenda AttachmentslExhibits\2010\06-30-1O EDA Budget Adoption Personnel Policies FY 10-11 Financial Analyst (Reso H).doc EXHIBIT "C-121" City of San Bernardino ECONOMIC DEVELOPMENT AGENCY Business Solutions Coordinator SUMMARY JOB DESCRIPTION: Under general direction, plan, organize, develop, and coordinate conferences, workshops, seminars, trade shows and special events on behalf of the Economic Development Agency Office of Business Development for the purpose of promoting local businesses and the City as a whole. Performs a wide array of complex, diverse, administrative and executive support services to the department executive staff. Professional management support work assignments ranging from routine to moderately difficult or assist others in performing more difficult work in support of department functions, programs, goals and objectives. Performs a variety of professional functions as related to economic development, revitalization, marketing, business retention, business attraction, and business support activities. REPRESENTATIVE DUTIES: Duties may include, but are not limited to, the following: 1. Provide courteous and expeditious customer service to the general public and Agency staff. 2. Plan, organize and direct conferences, workshops, seminars, trade shows and special events in coordination with economic development staff. 3. Assist in the preparation and development of objectives, priorities, schedules and budgets of all such activities, projects or programs. 4. Establish and maintain contacts with community organizations and locate businesses to maximize exposure of the city's diverse business community. 5. Research and development contacts and resources for the provision of workshops and seminars to the benefit of the business community. Coordinate with other business groups, organizations and associations that may support or need access to the Office of Business Development and its facilities. 6. Maintain a cooperative calendar that encompasses both the Office of Business Development's Business Solutions and trade shows and other marketing activities. Coordinate with clerical staff for the use of rooms and facilities. 7. Coordinate trade show activities and communications with facilities and vendors, including transportation of booth and supplies, contracts with trade show venues and staff travel arrangements. 8. Assist with the preparation and evaluation of scope of service documents, requests for qualifications or proposals, bid proposals, contracts and agreements with sub-recipients, contractors, developers or consultants. 9. Assist with marketing, business attraction, business retention, business support, revitalization, economic development activities, projects and progran"s; motivate staff in developing and implementing such programs and projects. 10. Assist in the creation and interface with vendors for marketing materials, brochures, banners and other materials that are necessary for the marketing of the Agency and the City in the office and at trade shows. P:\Agendas\Agenda Attachments\Exhibits\2010\06-30-10 EDA Budget Adoption Personnel Policies FY 10-11 Business Solutions Coord. (Reso H).doc EXHIBIT "C-122" Economic Development Agency Business Solutions Coordinator (continued) 11. Provide technical support in the creation of administrative paperwork, costs logs and other administrative tracking mechanisms. Work with the Finance Division for purchasing compliance and the payment on invoices on the behalf of the Agency, as directed. 12. Routinely adhere to and maintain a positive attitude towards City and Agen~y goals; and, perform related duties or work as required. MINIMUM EXPERIENCE AND QUALIFICATIONS: Graduation from high school or G.E.D. equivalent; and two years of increasingly responsible office administrative or secretarial experience, at least one of which was at an executive assistant level; or an equivalent combination of training and experience. Two years of experience in any of the following areas: marketing, public relations, economic development, planning conferences, seminars, trade shows and special events or closely related field. Possession of a valid Class "C" California Driver's License. For out of State applicants, a valid driver's license is required. A valid Class "C" California Driver's license must be obtained within the (10) days of appointment (CA Vehicle Code 12405c). GENERAL QUALIFICATIONS: Knowledge of: 1. Modern office methods and procedures relating to activities requiring research, analysis and resolution. 2. Policies and procedures necessary for arts and cultural activities. 3. Plan organizes and directs conferences, seminars, trade shows and special events. Ability to: 1. Implement policies and procedures and make recommendations for change or corrective action. 2. Express ideas on technical subjects clearly and concisely, orally and in writing. 3. Proper use of grammar, spelling, punctuation, and precise report writing. 4. Gather, research, organize and analyze information and arrive at sound conclusions. 5. Establish and maintain effective working relationships with those contacted in the course of work. 6. Plan and execute all aspects of trade show and convention activities. 7. Coordinate travel arrangements with staff and Community Development Commission. 8. Ability to maintain contacts with local business to maximize exposure of the city's diverse business community. 9. See in the normal visual range with or without correction. 10. Hear in the normal audio range with or without correction. 11. Exhibit normal range of body motion. ORGANIZATIONAL RELATIONSHIPS: The Business Solutions Coordinator position is a general position in the Economic Development Agency assigned to the Office of Business Development. Supervision is received from the Manager of the Office of Business Development and/or the Deputy Director. P:\Agendas\Agenda Attachments\Exhibits\2010\06-30-10 EDA Budget Adoption Personnel Policies FY 10-11 Business Solutions Coord. {Reso H}.doc EXHIBIT "C-I23" Economic Development Agency Business Solutions Coordinator (continued) Approved: Community Development Commission Date: P:\Agendas\Agenda Attachments\Exhibits\2010\06-30-10 EDA Budget Adoption Personnel Policies FY 10-11 Business Solutions Coord. (Reso H).doc EXHIBIT "C-124" City of San Bernardino ECONOMIC DEVELOPMENT AGENCY Administrative Assistant SUMMARY JOB DESCRIPTION: Under general supervision, performs professional management support work assignrnents ranging from routine to moderately difficult or assist others in performing more difficult work in support of department functions, programs, goals and objectives. As experience is gained, more difficult duties are assigned and performed with greater independence. Incumbents are expected to exercise judgment in making sound, fact-based recommendations based on office needs. REPRESENTATIVE DUTIES: Duties may include, but are not limited to, the following: 1. Provide courteous and expeditious customer service to the general public and Agency staff. 2. Type, format, proofread, and produce final copy of a wide variety of reports, letters, memoranda, spreadsheets, lists, and statistical charts; type from rough draft, verbal instructions, or transcribing machine recordings; review drafts for punctuation, spelling, grammar; make or suggest corrections to drafts; arrange for or distribute copies of materials; assemble and prepare materials for mailing. Verify and review forms and reports for completeness and conformance with Agency policies, procedures, services and operations; type, file, record, compute and maintain information; compose correspondence requiring use of judgment based upon a thorough understanding of the functions and procedures of the Agency, for review by a supervisor; compile and type agendas and staff reports; data base entry (IDIS). 3. Plan, organize and carry out administrative assignments; research, compile and organize information. File material into the filing system; initiate and maintain files and records; imaging of documents, files and records; maintain ledgers; initiate purchase order requests. 4. Compile information for a variety of regularly scheduled and special narrative and statistical reports, locating sources of information, coding and classifying data, devising forms, and determining proper format for finished reports. 5. Make photocopies of various materials; file materials as necessary; purge files and shred documents as necessary; collate and bind information into reports. 6. Operate a variety of office equipment, such as a computer, calculator, transcription, copier and other specialized office equipment; organize and coordinate arrangements for Agency and other special meetings; maintain calendars and scheduling of appointments, meetings, room use, equipment use and events; make travel arrangements. 7. City employees and Commission Chairperson and Members for taking and responding to telephone calls and over-the-counter contacts; screen all inquiries, take messages, schedule appointments as necessary, and answer questions that may require minimal research; ascertain nature of all inquiries (telephone and counter) and determine appropriate action; make judgment decisions as to when and where to refer business calls to the proper staff member; take clear and accurate messages; receive, open, date stamp and distribute incoming Agency mail and process outgoing mail; arrange all special mail delivery in priority order and distribute to the appropriate staff member; notify appropriate Agency staff immediately of priority mail receive; receive faxes and distribute to the appropriate staff member; send faxes as required. 8. Maintains database for retention and recruitment activities. 9. Supports trade show and office functions related to economk development activities. P:\Agendas\Agenda Altachments\Exhibits\2010\06-30-10 EDA Budget Adoption Personnel Policies FY 10-11 Admin Asst (Reso H).doc EXHIBIT "C-125" Economic Development Agency Administrative Assistant (continued) 10. Supports design and printing of marketing brochures and information and other materials as needed. 11. Routinely adhere to and maintain a positive attitude towards City and Agency goals; and, perform related duties or work as required. MINIMUM EXPERIENCE AND QUALIFICATIONS: Graduation from high school or GED equivalent. Two (2) years of intermediate level clerical experience. Typing speed of 50 words per minute. Possession of a valid Class "c" California driver's license and the ability to maintain insurability. GENERAL QUALIFICATIONS: Knowledge of: 1. Modern office practices, equipment and computer programs. 2. Basic mathematics. 3. Advanced record keeping methods. 4. Basic public relations techniques and telephone etiquette. 5. Correct English usage including spelling, grammar and punctuation. 6. Preparation of business correspondence and reports. 7. Principles and practices of filing and standard office equipment operation. 8. Advanced word processing methods, spreadsheets and basic database applications. Ability to: I. 2. 3. 4. 5. 6. 7. 8. 9. 10. II. 12. Communicate clearly and concisely both orally and written. Receive and give information over the telephone and counter in a respectful and courteous manner. Adjust work assignments, procedures and priorities to expedite work flow; handle multiple priorities. Perform simple arithmetic calculations; work with cash payments. Proofread and detect errors in typing, spelling, grammar, and punctuation. Establish and maintain filing system; maintain accurate records. Perform clerical work with speed and accuracy. Understand and carry out oral and written instructions. Establish and maintain effective relationships with those contacted in the course of work. Compose correspondence. Read, understand and apply moderately difficult materials. Work with considerable independence, develop solutions to problems which do not require deviation from policy and procedures. P:\Agendas\Agenda Attachments\Exhibits\201O\06-30.1O EDA Budget Adoption Personnel Policies FY 10-11 Admin Asst (Reso H).doc EXHIBIT "C-126" Economic Development Agency Administrative Assistant (continued) PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, employees are regularly required to: sit, stand and walk; talk and hear, both in person and by telephone; hear and differentiate equipment operating sounds; use hand repetitively to finger, handle and feel computers and other standard office equipment; and reach with arms and hands. Employees are frequently required to lift up to 50 pounds. Specific vision abilities for this job involve close vision, use of both eyes, abilities to distinguish basic colors or shades, depth perception and the ability to focus. The work environment characteristics described here are representative of this an employee encounters while performing the essential functions. Employees work under typical office conditions and the noise level is usually moderately quiet. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. ORGANIZA TIONAL RELATIONSHIPS: The Administrative Assistant is a general position in the Economic Development Agency assigned to the Office of Business Development. Supervision is received from professional or supervisory personnel. Approved: Community Development Commission Date: P:\Agendas\Agenda Attachments\Exhibits\2010\06-30-10 EDA Budget Adoption Personnel Policies FY 10-11 Admin Asst (Reso H).doc EXHIBIT "C-127" City of San Bemardino ECONOMIC DEVELOPMENT AGENCY Director of Marketing and Special Events SUMMARY JOB DESCRIPTION: Under direction, coordinates marketing strategies and public relations activities, and supervises Agency owned venues and venue staff of the Economic Development Agency; acts as public relations manager; and performs related work as required. REPRESENTATIVE DUTIES: Duties may include, but are not limited to, the following: 1. Provide courteous and expeditious customer service to the general public and Agency staff. 2. Coordinate, develop, and implement, in accordance with established policies and procedures, various marketing strategies aimed at community awareness of the City's and Agency's goals and objectives; develop and coordinate marketing strategies for the Agency's venues and events associated with those venues. Coordinate with venue staff in the preparation of these strategies. 3. Direct the preparation of press releases and other material for media publication designed to increase public awareness; develop, oversee, and produce marketing brochures for promotion of Agency's venues projects and programs. 4. Liaison between the hospitality community and the City and Agency on a variety of marketing projects; investigate BIDs and other available mechanisms to allow for the self-promotion of the City's hospitality businesses. 5. Compile information for a variety of special narrative and statistical marketing reports as required; do various research projects; coordinate and prepare various reports, letters, and notices as required. 6. Direct staff in the development and preparation of requests for qualifications and bids for various marketing methods, including, but not limited to, advertisements, brochures, and consultants; prepare Commission agenda items, resolutions, purchase orders and related documents as necessary. 7. Assist in coordinating various projects and programs to further the goals of the City and Agency; develop timetables, control procedures and related follow-up strategies; represent the City and the Agency and speak before community organizations in order to enlist their aid and assistance in community projects as directed by the Executive Director or Deputy Director. 8. Routinely adhere to and maintain a positive attitude towards City and Agency goals; and perform related duties as required. MINIMUM EXPERIENCE AND OUALlFICA TIONS: A Bachelor's degree or equivalent from an accredited university or college with major course work in marketing, journalism, public or business administration or a closely related field. Five (5) years of responsible experience in the field of marketing, public relations, public or business administration preferably in a governmental organization. Two (2) years of direct supervision of subordinate personnel. Possession of a valid Class "c" California driver's license. P:lAgendaslAgenda AttachmentslExhibils\201 0\06-30-1 0 EDA Bueget Adoption Personnel Policies FY 10-11 Director of Mkt'g and Special Events (Reso H).doc EXHIBIT "C-128" Economic Development Agency Marketing/Public Relations Manager (continued) GENERAL QUALIFICATIONS: Knowledge of: 1. Effective marketing strategies for governmental entities. 2. Organization and structure of City governments. 3. Modem principles and practices of public administration. 4. Basic statistical and administrative research methods. 5. Modem principles and practices of public relations; basic principles of public speaking. 6. Modem office practices, equipment and computer programs; Ability to: I. 2. 3. 4. 5. 6. 7. 8. 9. 10. II. 12. 13. Analyze and resolve problems. Coordinate complex marketing effort of the Agency and City. Promote and supervise thc Agency owned venues and promotional events and activities. Prepare news releases and develop material for newsletters and professional publications. Adjust work assignments, procedures and priorities to expedite work flow. Make recommendations and implement policies and procedures. Maintain confidentiality of privileged information. Prepare written and oral reports; communicate clearly and concisely both orally and in writing. Work independently with a minimum of direction. Gather, organize and analyze information and arrive at sound judgments. Understand and carry-out oral and written instructions. Establish and maintain effective relationships with those contacted in the course of work. Supervise subordinate personnel in a professional, courteous manner; PHYSICAL DEMANDS AND WORK ENVIRONMENT: The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to: sit; talk and hear, both in person and by telephone; use hands to finger, handle and feel computers and standard business equipment; and reach with hands and arms. The employee is frequently required to stand and walk. Specific vision abilities required by this job include close vision and the ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The employee works under typical office conditions, and the noise level is usually quiet. The employee may be occasionally required to work nights, weekends or holiday. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. ORGANIZATIONAL RELATIONSHIPS: The Director of Marketing and Special Events is a management position in the Economic Development Agency under the direction of the Executive Director or Deputy Director. Supervision is exercised over Marketing and Special Event professional staff. Approved: Community Development Commission Date: P:\Agendas\Agenda Attachments\Exhibits\2010\06-30-10 EDA Buegel Adoption Personnel Policies FY 10-11 Director ofMkt'g and Special Events (Reso H).doc 2 EXHIBIT "c -129" City of San Bernardino ECONOMIC DEVELOPMENT AGENCY Chief Financial Officer SUMMARY JOB DESCRIPTION: Under direction of the Executive Director, staff assistance to the Executive Director. Directs, supervises and performs a variety of professional-level municipal accounting and financial functions, and other general administrative or operational activities. Plans, organizes, and administers a comprehensive financial program, including maintaining financial records in accordance with generally accepted accounting principals and in accordance with State and Federal guidelines; proper financial reporting; maintains budgetary controls; auditing; research activities and interpretations; operational and/or organizational analysis; fiscal and quantitative analysis; researches and advises Executive Director on investment activities and strategies; development and implementation of policies, programs, organization and work procedures; supervises finance staff; and performs related duties as required. REPRESENTATIVE DUTIES: Duties may include, but are not limited to, the following: 1. Provide courteous and expeditious customer service to the general public and Agency staff. 2. Plan, manage and coordinate the goals, activities and objectives of the Finance Division consistent with the goals of the City and the Economic Development Agency; design and implement Division policies and procedures necessary to provide Division services and further the Agency's and Division's goals. 3. Manage and supervise staff in the monitoring and reporting of all municipal bond financing or other financial transactions, including tax allocation bonds, single and multi-family mortgage revenue bonds, certificates of participation, taxable and bonds and borrowings from conventional lenders. Assist with bond issuance. 4. Manage, organize, supervise and direct all accounting and financial functions along with the preparation of all appropriate reports to the Community Development Commission, the State, the County, the Federal Govemment, or any other studies or reports as required relating to housing, economic development, and/or redevelopment activities; analyze reports and studies and prepare recommendations for implementing necessary actions or programs in response. 5. Supervise and direct all accounting and compliance functions in conjunction with the Low- and Moderate Income Housing Fund, the Community Development Block Grant Fund, Redevelopment Project Area Funds, the Main Street Program, and any other Federal or Agency programs, including the determination of valid expenditures and revenues, investment of funds, and compliance with all covenants and regulatory agreements. 6. Supervise the technical research, development and reporting of information to the Community Development Commission, the Executive Director, and staff in matters relating to investment activities, financial conditions, budget considerations, the financial ability to implement Agency programs, and other general administrative functions. P:\Agcndas\Agenda Attachments\Exhibits\20 10\06-30-10 EDA Budget Adoption Personnel POlilcs FY 10-11 Chief Financial Officer (Rcso H).doc EXHIBIT "C - 130" Economic Development Agency Chief Financial Officer (continued) 7. Supervise and direct the preparation of tax increment revenue cash flow analysis for the redevelopment project areas; identify irregularities in tax increment receipts and assessed property values; and monitor development project completion to obtain valid projections oftax increment growth. 8. Coordinate the financial audit of the Agency in accordance with State and Federal guidelines, and prepare all required reports, including the Management's Discussion and Analysis to accompany the financial audit; prepare bond compliance reporting as part of the financial audit report and any reporting requirement under the Annual Report as required by Redevelopment Law. 9. Supervise and direct the preparation of the Agency's budget and budget planning activities, including providing information and technical assistance to the Executive Director; review and monitor the budget and make appropriate recommendations. 10. Supervise and assist with administration of contracts and agreements and the covenants under such. 11. Research, develop, implement and report on various Agency activities or functions as relating to contracts, financial information, financing activities, bond financing, and other technical or administrative activities; complex data collection and interpretation; fiscal and quantitative analysis; and operations or organizational analysis. 12. Routinely adhere to and maintain a positive attitude towards City and Agency goals; and, perform related duties or work as required. MINIMUM EXPERIENCE AND QUALIFICATIONS: A Bachelor's degree or equivalent from an accredited college or university with major course work in accounting, finance, business or public administration or a closely related field. A Master's degree and/or a Certified Public Accounting license are highly desirable. Ten (10) years of increasingly responsible professional experience, including substantial management responsibilities, in accounting, contract compliance, grant accounting, financial statement preparation, compliance reporting, budget and cash flow preparation and fiscal operations. At least three (3) years of experience must be demonstrated in direct supervision of subordinate personnel in some financial or accounting situation. Governmental accounting is highly desirable. Possession of a valid Class "C" California driver's license and ability to maintain insurability. GENERAL QUALIFICATIONS: Knowledge of: 1. Advanced principals and practices related to the administration of governmental fund accounting and financial operations; GASB. 2. Principals and practices of office management, administration, supervision, and training. 3. Financial analysis and research procedures. 4. Federal grant, redevelopment and non-profit accounting and applicable regulations and laws. 5. Principles of governmental budgeting, maintenance and analysis, and requirements of redevelopment agenCIes. P:lAgendaslAgenda Attaehments\Exhibits\2010\06-30-1O EDA Budget Adoption Personnel PolJ.es FY 10-11 ChiefFinaneial Officer (Reso H).doe EXHIBIT "C -131" Economic Development Agency Chief Financial Officer (continued) Ability to: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 13. 14. 15. 6. Principles of cash flow analysis and forecasting for redevelopment project areas and low- and moderate income housing funds. Principles of Redevelopment Law and applicable Health and Safety Code regulations, guidelines and laws governing redevelopment accounting and financial reporting. Principles of the State Controller's Report, HCD Report, Statement of Indebtedness, Implementation Plan Report, financial annual report, and any other reports required of redevelopment agencies. Principles of low- and moderate income housing fund regulations, guidelines and laws. General public bid requirements and processing for consultants and other service providers. General principles of personnel administration. General principles of records management, imaging, retention and destruction, and public document requests. Federal grant reporting requirements. Principles of investing public funds and reporting. Principles of tax increment revenues, and tax increment bond financing and bond compliance requirements and reporting. Principles of assessed property value analysis and forecasting tax increment revenues. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 11. Express ideas on technical subjects clearly and concisely, orally and in writing; proper use of English, spelling, grammar, punctuation and precise report writing. Analyze accounting and auditing problems and develop effective controls. Gather, organize and analyze information and arrive at sound conclusions. Perform professional-level accounting and financial review of a highly complex nature. Write and present highly complex reports to the legislative body. Forecast revenues and expenditures and make recommendations on the findings, along with solutions to forecasted deficits. Complete all required redevelopment and federal reporting requirements: Annual Report, Annual Financial Audit, Statement of Indebtedness, State Controller's Report, HCD Report, Management's Discussion and Analysis, and any other required financial or narrative reports. Complete the analysis of planning and administration for the low- and moderate income housing fund. Interpret and apply GASB requirements. Review, analyze and make recommendations for administrative requirements of the Agency, along with updating, implementing and adhering to Agency administrative policies, procedures and Personnel Policies. Invest public funds in accordance with the Agency's Investment Policy; analyze said Policy and update in accordance with any changing in the law; report as required on invested funds. Analyze and allocate administrative revenue and expenditures to the separate redevelopment project areas and other funds as necessary. Maintain separate accounting for redevelopment project area funds, low- and moderate income housing funds, federal funds, non-profit funds and any other required funds. Establish, maintain and improve internal controls. Effectively direct, supervise and maintain the day-to-day operation of all aspects of governmental accounting for redevelopment, low- and moderate income housing, federal grants, non-profit, and any other required funds, along with administrative duties. 12. P:lAgendaslAgenda AllachmentslExhibits\201O\06-30-1O EDA Budget Adoption Personnel pol~es FY 10-11 ChiefFinaneial Officer (Reso H),doc EXHIBIT "C - 132" Economic Development Agency Chief Financial Officer (continued) PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to: sit; talk and hear, both in person and by telephone; use hands to finger, handle and feel computers and standard business equipment; and reach with hands and arms. The employee is frequently required to stand and walk. Specific vision abilities required by this job include close vision and the ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The employee works under typical office conditions, and the noise level is usually quiet. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ORGANIZATIONAL RELATIONSHIPS: The Chief Financial Officer is in management in the Economic Development Agency under direction of the Executive Director. Supervision is exercised over Finance Division staff. Approved: Community Development Commission Date: P:lAgcndaslAgcnda AltachmcntslExhibits\201OI06-30-1O EDA Budget Adoption Personnel Poli~es FY 10-11 Chief Financial Officer (Reso H).doc EXHIBIT "C -15" City of San Bernardino ECONOMIC DEVELOPMENT AGENCY Deputy Director SUMMARY JOB DESCRIPTION: Under administrative direction assists the Executive Director in managing, supervising and coordinating various activities and operations of the Economic Development Agency. Performs highly responsible professional work related to redevelopment, low- and moderate income housing, economic development, and federal program activities associated with all aspects of implementation of project and program development, new construction and/or rehabilitation of housing, retail, industrial and commercial buildings; performs complex property acquisitions, demolitions and relocations in order to reduce blighted conditions within the City; coordinates assigned activities with City departments and outside agencies; provides highly responsible and complex administrative support to the Executive Director; and performs related duties as required. REPRESENTATIVE DUTIES: Duties may include, but are not limited to: 1. Provide courteous and expeditious customer service to the general public and Agency staff. 2. Perform highly responsible professional and technical work in the administration of a variety of economic development, redevelopment, housing and community development programs, including, but not limited to: establishing effective short- and long-term financing strategies, priorities, goals and objectives; organizing and directing special projects; developing systems, policies and procedures to improve operation, reduce expenditures and enhance service levels. 3. Identify financial opportunities to leverage funds and stimulate development either through direct investment of Agency operating funds or utilization of County, State and/or Federal funding programs. 4. Develop effective short- and long-range financing strategies and makes recommendations for the leveraging of funds to increase ownership and rental housing stock. 5. Coordinate redevelopment program activities such as project area planning, cost/benefit analysis, redevelopment plan composition, and the utilization of special consultants to the Agency. 6. Ensure that projects/plans adhere to federal, state and local laws and ordinances governing redevelopment and economic development projects and activities. 7. Solicit partICIpation by developers, contractors, lenders and others in potential redevelopment/economic development programs and projects, and low- and moderate income housing investment projects, by offering technical assistance and/or use of Agency assistance as inducement, along with other creative incentives. 8. Determine standards for monitoring projects in which the Agency has invested, and develop administrative mechanisms to affect such monitoring standards. 1 P:lAgcndaslAgcnda AttachmentslExhibits\201OI06-30-1O EDA Budget Adoption Personnel Policies FY 10-11 Deputy Director (Reso H).doc EXHIBIT "C -16" Economic Development Agency Deputy Director (continued) 9. Assume leadership role to plan and coordinate meetings and other necessary interactions between participants in proposed projects; make program recommendations regarding the allocations of available resources among various types of potential projects. 1 O. Oversee and participate in the preparation of a variety of reports for other governmental agencies. 11. Manage and train staff and coordinate assigned activities with City departments and other governmental agencies; provide technical guidance as required; establish and maintain work plans, project budgets and project schedules; perform both short- and long-range planning. 12. Oversee the negotiation, acquisition, clearance, site improvements, relocation, condemnation and disposition of property. 13. Conduct a variety of research to support redevelopment objectives, plans and actIVItIes; evaluate multiple factors involving economics, community needs and land use in preparing recommendations for the types of development appropriate for a redevelopment project area. 14. Routinely adhere to and maintain a positive attitude towards City and Agency goals; and, perform related duties as required. MINIMUM EXPERIENCE AND QUALIFICATIONS: A Bachelor's degree or equivalent from an accredited college or university with major course work in business administration, economics, urban planning, political science, public administration or a closely related field. A Master's degree is highly desirable. Twelve (12) years of highly responsible experience in community development, housing and redevelopment with substantial management responsibilities including extensive involvement in negotiation of various types of development, projects and contracts, and direct supervision of personnel. Possession of a valid Class "c" California driver's license and the ability to maintain insurability. GENERAL QUALIFICATIONS: Knowledge of: 1. Principles, practices and procedures of California Redevelopment Law, (i.e., redevelopment plan adoptions, property acquisition, relocation, community planning, community development and community rehabilitation). 2. Techniques used in the operation of redevelopment, community development and rehabilitation programs, Federal, State and local laws, rules and regulations related to redevelopment agencies and programs. 3. Federal and State funding development programs, such as Community Development Block Grant Programs. 4. Principles of contract negotiation, development and project analysis (pro-forma analysis). 5. Principles of real estate acquisitions, demolition, relocation, leasing and development in accordance with all local, state and federal guidelines and laws. 6. Principles of construction, development, project and/or program budget preparation and management. 2 P:\Agendas\Agcnda Allachments\Exhibits\20 I 0106-30-10 EDA Budget Adoption Personnel Policies FY 10-11 Deputy Director (Reso H).doc EXHIBIT "C - 17" Economic Development Agency Deputy Director (continued) 7. 8. 9. Ability to: 1. 2. 3. 4. 5. 6. 7. 8. 9. Development and professional services contracting, bidding procedures and contract administration. Principles of low- and moderate income housing 20% set-aside, along with all state reporting pursuant to guidelines and laws. Principles of supervision, training and personnel administration. Formulate, evaluate and make recommendations on redevelopment, community development and rehabilitation programs and policies. Administer and monitor development programs in accordance with Federal, state and local laws, rules and regulations or directives. Interpret, explain and apply Redevelopment laws, rules and regulations. Collect and analyze data and prepare both comprehensive and concise reports. Make effective oral and written presentations. Solicit, interpret, analyze and recommend on the viability of various development project proposals, both financially and in accordance with the overall needs of the City and goals of the Agency. Contribute to the preparation of the annual budget, the annual report, the implementation report, the goals and accomplishments of the Agency, and any required reports in accordance with state and/or federal laws. Effectively and professionally represent the Agency with officials, business leaders, individuals and community organizations concerned with redevelopment, community development and rehabilitation programs. Establish, foster and maintain positive, harmonious working relationships with other employees, officials and the public. PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. While performing the duties of this job, the employee is regularly required to: sit; talk and hear, both in person and by telephone; use hands to finger, handle and feel computers and standard business equipment; and reach with hands and arms. The employee is frequently required to stand and walk. Specific vision abilities required by this job include vision and the ability to focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this class. The employee works under typical office conditions, and the noise level is usually quiet. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. P:\Agendas\Agenda Atlachments\Exhibils\201 0\06.30-1 0 EDA Budget Adoption Personnel Policies FY 10-11 Deputy Director (Reso H).doc 3 EXHIBIT "C - 18" Economic Development Agency Deputy Director (continued) ORGANIZATIONAL RELATIONSHIPS: The Deputy Director is a management position in the Economic Development Agency under direction of the Executive Director. Approved: Community Development Commission Date: 1 0-15-200 1 4 P;lAgendaslAgenda Allachmenls\Exhibits\2010106-30-1O EDA Budget Adoption Personnel Policies FY 10-11 Deputy Director (Reso H).doc EXHIBIT "C-25" City of San Bernardino ECONOMIC DEVELOPMENT AGENCY Project Manager SUMMARY JOB DESCRIPTION: Under direction and general supervision from Division Director, initiates, develops, manages and controls commercial, industrial and housing projects and programs for Community Development Block Grant, redevelopment, economic development, low-moderate housing fund and other federal/state grant activities; performs all aspects of entitlement activities; negotiates and finalizes property acquisition, property management, relocation, and property disposition activities; manages demolition and on/off site construction activities; undertakes property and asset management including leasing, sale, maintenance and rehabilitation activities; performs business retention, business attraction, and business support activities; and performs related duties as required. REPRESENTATIVE DUTIES: Duties may include, but are not limited to, the following: 1. Provide courteous and expeditious customer service to the general public and Agency staff. 2. Develop and implement new community development and redevelopment projects, which are beneficial to the implementation of the goals of the City and of the Agency; perform redevelopment project area adoption process as required; develop, implement and perform business retention, business attraction and business support activities. 3. Develop, implement and monitor all aspects and activities of the Community Development Block Grant program and other federal, state, local and low-moderate housing programs; ensure compliance with all regulations, rules, policies and procedures of such programs and projects; set-up and maintain all federal programs in on-line computer network as required; monitor proper environmental clearance requirements. 4. Prepare federal, state grant applications, in accordance with all federal, entitlement, state or local rules, regulations, policies and procedures; make recommendations as to specific funding levels, feasibility and cost effectiveness of activities, programs and projects; prepare all necessary reports and maintain records; maintain federal reporting in on-line computer program. 5. Undertake and supervise the planning and administration of development activities and real estate transactions including acquisition, subdivision, disposition, relocation, management, land use, and improvement for real property; interface and negotiate with developers with respect to potential development proposals; negotiate community development and redevelopment agreements of a highly complex and technical nature; develop creative financing methods to promote business and development; develop contracts and agreements as a result of negotiations. 6. Perform small business attraction and retention; support and assist small businesses to develop and grow through education and training. 7. Review proposals for development, consultants, federal grant funds, projects or programs and determine feasibility and cost effectiveness; implement long and short-range land use planning goals, economic development strategies and asset management activities. P:\Agendas\Agenda AttachmenlslExhibits\2010106-30-1O EDA Budget Adoption Personnel Policies FY 10-11 Project Manager (Reso H).doc EXHIBIT "C - 26" Economic Development Agency Project Manager (continued) 8. Inspect on/off site contracts and construction in progress; assist in the review of contracts and progress reports and maintain proper records; manage real property escrows and refinancing. 9. Work with citizen groups, legislative bodies and other community based organizations for the proper flow of information requested or required in accordance with policies and procedures; work with various agencies, contractors, or non-profit groups to develop and implement housing loan programs; review loan documents and programs for compliance with all rules, regulations, policies and procedures; make presentation to such groups as necessary. 10. Routinely adhere to and maintain a positive attitude towards City and Agency goals; and, perform related duties or work as required. MINIMUM EXPERIENCE AND QUALIFICATIONS: A Bachelor's degree or equivalent from an accredited college or university with major course work in business administration, public administration, finance, economics, urban planning or a closely related field. Five (5) years of increasingly responsible professional experience in Community Development Block Grant programs, federal and/or state grant programs, redevelopment, economic development and/or low- moderate housing programs. Two (2) years of experience in direct supervision of subordinate personnel is required. Possession of a valid Class "C" California driver's license and ability to maintain insurability. GENERAL QUALIFICATIONS: Knowledge of: 1. Community Development Block Grant, and other federal/state grant program regulations, rules, policies and procedures. 2. General redevelopment and redevelopment low-moderate housing fund laws, regulations, policies and procedures. 3. Redevelopment financing and project area rules and implementation, and adoption of new redevelopment project areas. 4. Economic development, business attraction and retention, and revitalization policies and procedures. 5. Attraction of small businesses and assistance with motivation, development and financing methods. 6. Real estate, environmental, relocation and demolition rules and regulations. 7. Methods and techniques of contract interpretation, including acquisition, disposition, construction, financing and property management. 8. Modern office equipment and various computer programs, including federal software programs. 9. Sound business practices in the public sector. 10. Reporting requirements under Redevelopment Law and any other local, state and federal regulations and laws. 11. Principles of pro-forma analysis. 2 P:lAgendaslAgenda Allaehments\Exhibils\201O\06-30-10 EDA Budget Adoption Personnel Policies FY 10-11 Project Manager (Reso H).doc EXHIBIT "C - 27" Economic Development Agency Project Manager (continued) Ability to: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. Implement policies and procedures and make recommendations for change or corrective action. Review loan requests, loan documentation, proposals, contracts, agreements and make sound recommendations. Maintain confidentiality. Express ideas on technical subjects clearly and concisely, orally and written. Proper use of grammar, spelling, punctuation, and precise report writing. Write complex reports, contracts and agreements to be presented to the Agency's legislative body. Prioritize work assignments, yet be flexible while working in fast-paced environment with constantly changing priorities. Negotiate technical and complex development agreements. To set goal and objective and take measurements against these and report concisely on the findings. Budget for complex development and projects, monitor expenditures against the budget and make or recommended adjustments when necessary. Review, monitor and report in accordance with appropriate Redevelopment Law and/or local, state and federal guidelines and laws. Interpret contact, agreements and leases and monitor compliance. Make basic construction cost estimates and analyze proposed cost estimates. Write bid requirements, solicit bids and then analyze bids received and make recommendations. Gather, organize and analyze information and arrive at sound conclusions. Establish and maintain effective working relationships with those contacted in the course of work. PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to: sit; talk and hear, both in person and by telephone; use hands to finger, handle and feel computers and standard business equipment; and reach with hands and arms. The employee is frequently required to stand and walk. Specific vision abilities required by this job include close vision and the ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The employee works under typical office conditions, and the noise level is usually quiet. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 3 P:\Agcndas\Agenda Attachmenls\Exhibits\201O\06-30-1O EDA Budget Adoption Personnel PoLicies FY 10.11 Project Manager (Reso H).doc EXHIBIT "C - 28" Economic Development Agency Project Manager (continued) ORGANIZATIONAL RELATIONSHIPS: The Project Manager is a mid-management position in the Economic Development Agency under the direction of the Executive Director, Deputy Director and/or Division Director. Approved: Community Development Commission Date: 10-18-99 4 P:lAgendaslAgenda AttaehmenlslExhibils\201OI06-30-10 EDA Budget Adoption Personnel Policies FY 10-11 Project Manager (Reso H).doe EXHIBIT "C - 44" City of San Bernardino ECONOMIC DEVELOPMENT AGENCY Senior Accounting Technician SUMMARY JOB DESCRIPTION: Under general supervision, performs a variety of difficult and highly complex assignments in technical accounting duties, auditing work and general administration involving the preparation, review and maintenance of financial and statistical records including purchasing, financial contracts and agreements, accounts payable and accounts receivable; and performs related work as required. REPRESENTATIVE DUTIES: Duties may include, but are not limited to, the following: 1. Provide courteous and expeditious customer service to the general public and Agency staff. 2. Perform a variety of general accounting and auditing work requiring a thorough understanding of the financial system. 3. Prepare, process and review complex financial or fiscal records, statements, and transactions involving a variety of items in different forms and requiring the examination of essentially dissimilar accounting details and substantially different types of support documentation; review complex contracts and agreements for payment validity and compliance prior to check preparation; assist with providing fiscal information and answering questions. 4. Review, research and process payments of more technical difficulty dealing with redevelopment, low-and moderate housing income, and federal funds; maintain records of payments and balances dealing with individual funding sources; from source agreements and contracts set up and maintain contract balances in data entry for invoice processing; establish and maintain fiscal account and budget account numbers; establish and maintain necessary files. 5. Prepare, process and audit claims, warrants, computer source documents and products; research, verify validity and prepare invoices for payment, obtain payment approvals and complete check payment process; validate and release checks; research payment history; correct and balance accounts payable system; monitor purchase orders and contract balances prior to payment approval; maintain master list of payment vendors and receivable vendors, update and prepare reports as necessary; research and reconcile accounts payable and accounts receivable; prepare purchase orders, requisitions and other documentation related to the purchase of supplies, materials and services in accordance with Agency policies and procedures. 6. Audit daily cash receipts; prepare schedules of cash receipts and disbursements, and cash fund balances; audit and monitor reception area cash receipts. 7. Prepare journal vouchers; analyze accounts; assist in year-end closing; prepare financial schedules; make corrections to accounts payable, accounts receivable or general ledger as necessary. 8. Research, review and purchase a variety of Agency equipment and equipment maintenance agreements; thorough knowledge and implementation of the Agency's purchasing policies and procedures; coordinate with various vendors. P:lAgendaslAgenda AllachmenlslExhibils\2010\06-30-10 EDA Budget Adoption Personnel Policies FY 10-11 Sr. Ace!. Tech. (Reso H).doc EXHIBIT "C - 45" Economic Development Agency Senior Accounting Technician (continued) 9. Assist in the preparation of Agency budgets and budget planning activities, including providing technical financial and general administration assistance to Agency personnel. 10. Routinely adhere to and maintain a positive attitude towards City and Agency goals; and, perform related duties or work as required. MINIMUM EXPERIENCE AND QUALIFICATIONS: A Bachelor's degree or equivalent from an accredited college or university with major course work in accounting, finance, business administration, or a closely related field. With extensive professional accounting experience, two (2) years of direct professional accounting experience may be substituted for two (2) years of the required education on a year for year basis. Three (3) years of intermediate-level financial accounting experience, with governmental fund accounting desirable. A valid Class "C" California driver's license and the ability to maintain insurability. GENERAL QUALIFICATIONS: Knowledge of: 1. Principles and practices of general and governmental accounting. 2. Basic mathematical and statistical principles. 3. Advanced office procedures. 4. Advanced bookkeeping principles for the maintenance of fiscal and accounting records. 5. Full range of policies, procedures, practices, rules, regulations and laws applicable to the area of responsibility. 6. Complex computer terminal operating methods and software applications. 7. Spreadsheet and work processing operations; Ability to: 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. Apply accounting, auditing and financial analysis principles to specific work assignments; perform responsible technical level accounting. Make complex and varied mathematical computations and tabulation rapidly and accurately. Accurately and quickly handle cash. Work with a high degree of independence. Establish and maintain effective working relationships with those contacted in the course of work. Respond to questions from the public and Agency personnel and quickly research and answer questions. Plan and organize work to meet schedules and timelines. Understand and follow oral and written instructions. Gather, organize and arrive at sound judgments. Communicate clearly and concisely both orally Hnd written. 2 P:lAgendaslAgenda AllachmentslExhibits\201O\06-30-1O EDA Budget Adoption Personnel Policies FY 10-11 Sr. Ace!. Tech. (Rcso H).doc EXHIBIT "C - 46" Economic Development Agency Senior Accounting Technician (continued) PHYSICAL DEMANDS AND WORK ENVIRONMENT: The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to: sit, talk and hear, both in person and by telephone; use hands to finger, handle and feel computers and standard business equipment; and reach with hands and arms. The employee is frequently required to sand and walk. Specific vision abilities required by this job include close vision and the ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. The employee works under typical office conditions, and the noise level is usually quiet. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. ORGANIZATIONAL RELATIONSHIPS: The Senior Accounting Technician is a general position in the Economic Development Agency. Supervision is received from professional or supervisory personnel. Approved: Community Development Commission Date: 12-16-02 3 P:\Agcndas\Agcnda Attachments\Exhibits\20 10\06-30-1 0 EDA Budget Adoption Personnel Policies FY 10-11 Sr. Acet. Tech. (Reso H).doc EXHIBIT "C-I06" City of San Bernardino ECONOMIC DEVELOPMENT AGENCY CATV/IEMG Production Technician SUMMARY JOB DESCRIPTION: Under general supervision, performs a wide variety of production actIvItIes including studio and field video directing, pre-production planning and program organization; from initial program proposals, conceptualizes, plans and implements video productions; provides post-production services in the form of editing raw footage to specific completed form; performs duties of routine to moderate difficultly while learning practices, procedures and creative processes associated with video and cable change production programming and broadcasting; assignments may vary in difficulty and complexity based upon incumbent's experience, expertise and demonstrated creatively and proficiency; and performs related work as required. REPRESENTATIVE DUTIES: Duties may include, but are not limited to, the following: 1. Provide courteous and expeditious customer service to the general public and Agency staff. 2. Prepare scripts, shot sheets and storyboards for contract services client or Agency or City project concepts. 3. Perform production and post-production duties, including technical direction, creating and producing electronic graphics and digital video effects; setting up and operating single- and multiple-camera and audio equipment; operating remote control cameras; monitoring and adjusting microphones audio levels; operating video tape editing equipment; performing support functions during filming or broadcasting of meetings; schedule programming shoots, including coordination of staff, guests and equipment. 4. Edit CATV/IEMG and other video productions utilizing editing hardware and software to optimize the final project's quality results. 5. Routinely adhere to and maintain a positive attitude towards City and Agency goals; and perform related duties or work as required. MINIMUM EXPERIENCE AND QUALIFICATIONS: Graduation from high school or a GED equivalent; coursework In radio or television production, video production/engineering or a related field. Two (2) years of experience in video production, communication arts or related field, or a combination of training and experience. Computer experience is desirable. Possession of a valid Class "C" California driver's license and ability to maintain insurability. GENERAL QUALIFICATIONS: Knowledge of: 1. Set design and construction. 2. Basic audio/visual engineering concepts. P:lAgendaslAgenda AttachmentslExhibilS\2010106-30-1O EDA Budget Adoption Personnel Policies FY 10-11 CATV Production Technician (Reso H).doc EXHIBIT "C-I07" Economic Development Agency CATV/IEMG Production Technician (continued) 3. 4. 5. 6. 7. 8. Ability to: I. 2. 3. 4. 5. 6. 7. 8. 9. 10. II. 12. Video production techniques including pre-production organization and planning, lighting, sound and video direction. Uses and operations of computer hardware and software used for video production and editing. Basic script writing methods and techniques. Videotape editing techniques including single and multi-source recording. Character generation and multimedia applications. Word processing as it applies to teleprompting and character generator functions. Analyze and resolve problems. Adjust work assignments, procedures and priorities to expedite work flow. Prepare shot sheets and storyboards. Edit tapes and use related equipment. Maintain appropriate records and files. Create a script, audio and video from client supplied concept. Communicate clearly and concisely both orally and in writing; understand and carry out oral and written instructions. Set up productions equipment for both studio and remote site usage, and operate cameras and lighting controls. Follow established safety policies and procedures in the use of product and control-related equipment. Work efficiently while maintaining multiple deadlines and changing priorities. Gather, organize and anaI'yze information and arrive at sound judgments. Establish and maintain effective relationships with those contacted in the course of work. PHYSICAL DEMANDS AND WORK ENVIRONMENT: The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to: sit; talk and hear, both in person and by telephone; use hands to finger, handle and feel computers, standard business equipment and production equipment; and reach with hands and arms. The employee is frequently required to stand and walk. Employees may be required to climb or balance, stoop, kneel, crouch or crawl and to lift or move up to 80 pounds. The position is assigned to work fluctuating hours, including weekends and holidays, and may require after-hours on-call response in emergency situations. Specific vision abilities required by this job include close vision and the ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions. The employee works under typical office conditions and field environment and is exposed to noises, vibrations, odors and dust. The employee may be required to work in outside conditions, exposed to wet or humid conditions, where the noise level may be loud, and work at heights on ladders. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. ORGANIZATIONAL RELATIONSHIPS: The CATV/IEMG Production Technician is a general position in the Economic Development Agency. Supervision is received from professional and/or supervisory personnel. Approved: Community Development Commission Date: P:\Agcndas\Agcnda Attachments\Exhibits\201O\06-30-10 EDA Budget Adoption Personnel Policies FY to-II CATV Production Technician (Reso H).doc 2 EXHIBIT "C-90" City of San Bernardino ECONOMIC DEVELOPMENT AGENCY Enterprise Zone/Economic Development Project Manager SUMMARY JOB DESCRIPTION: Under direction and general supervision, InItiates, develops, manages and controls commercial, industrial and housing projects and programs for Enterprise Zone, Community Development Block Grant, redevelopment, economic development, low-moderate housing fund and other federaVstate grant activities; performs all aspects of entitlement activities; negotiates and finalizes property acquisition, property management, relocation, and property disposition activities; manages demolition and on/off site construction activities; undertakes property and asset management including leasing, sale, maintenance and rehabilitation activities; performs business retention, business attraction, and business support activities; and performs related duties as required. REPRESENTATIVE DUTIES: Duties may include, but are not limited to, the following: 1. Provide courteous and expeditious customer service to the general public and Agency staff. 2. Develop and implement new Enterprise Zone, community development and redevelopment projects, which are beneficial to the implementation of the goals of the City and of the Agency; perform redevelopment project area adoption process as required; develop, implement and perform business retention, business attraction and business support activities. 3. Recruits potential businesses under the Enterprise Zone; markets the Enterprise Zone to promote a positive image; promotes business-to-business relationships and cooperation; works to attract and retain businesses; conducts extensive business and employee outreach efforts, informs businesses of local and state incentives of the Enterprise Zone; reviews applications and determines Enterprise Zone eligibility; develops Enterprise Zone budgets; coordinates services by participating governmental agencies; participates with the applicant through the process to ensure a smooth customer service experience; assists with the coordination activities with other redevelopment projects and economic development programs in the Enterprise Zone. 4. Develop, implement and monitor all aspects and activities of the Community Development Block Grant program and other federal, state, local and low-moderate housing programs; ensure compliance with all regulations, rules, policies and procedures of such programs and projects; set-up and maintain all federal programs in on-line computer network as required; monitor proper environmental clearance requirements. 5. Prepare federal, state grant applications, in accordance with all federal, entitlement, state or local rules, regulations, policies and procedures; make recommendations as to specific funding levels, feasibility and cost effectiveness of activities, programs and projects; prepare all necessary reports and maintain records; maintain federal reporting in on-line computer program. 6. Undertake and supervise the planning and administration of development actiVIties and real estate transactions including acquisition, subdivision, disposition, relocation, management, land use, and improvement for real property; interface and negotiate with developers with respect to potential development proposals; negotiate community development and redevelopment agreements of a highly complex and technical nature; develop creative financing methods to promote business and development; develop contracts and agreements as a result of negotiations. P:lAgendaslAgenda AllaehmentslExhibits\201O\06-30-1O EDA Budget Adoption Personnel Policies FY 10-11 Enterprise Zone Ec. Dev. Prj. Mgr. (Reso H).doc EXHIBIT "C - 91" Economic Development Agency Enterprise Zone/Economic Development Project Manager (continued) 7. Perform small business attraction and retention; support and assist small businesses to develop and grow through education and training. 8. Review proposals for development, consultants, federal grant funds, projects or programs and determine feasibility and cost effectiveness; implement long and short-range land use planning goals, economic development strategies and asset management activities. 9. Inspect on/off site contracts and construction in progress; assist in the review of contracts and progress reports and maintain proper records; manage real property escrows and refinancing. 10. Work with citizen groups, legislative bodies and other community based organizations for the proper flow of information requested or required in accordance with policies and procedures; work with various agencies, contractors, or non-profit groups to develop and implement housing loan programs; review loan documents and programs for compliance with all rules, regulations, policies and procedures; make presentation to such groups as necessary. 11. Routinely adhere to and maintain a positive attitude towards City and Agency goals; and, perform related duties or work as required. MINIMUM EXPERIENCE AND QUALIFICATIONS: A Bachelor's degree or equivalent from an accredited college or university with major course work in business administration, public administration, finance, economics, urban planning or a closely related field. Five (5) years of increasingly responsible professional experience in Enterprise Zone activities, Community Development Block Grant programs, federal and/or state grant programs, redevelopment, economic development and/or low-moderate housing programs. Two (2) years of experience in direct supervision of subordinate personnel is required. Possession of a valid Class "C" California driver's license and ability to maintain insurability. GENERAL QUALIFICATIONS: Knowledge of: 1. Enterprise Zone rules and regulations. 2. Community Development Block Grant, and other federal/state grant program regulations, rules, policies and procedures. 3. General redevelopment and redevelopment low-moderate housing fund laws, regulations, policies and procedures. 4. Economic development, business attraction and retention, and revitalization policies and procedures. 5. Attraction of small businesses and assistance with motivation, development and financing methods. 6. Real estate, environmental, relocation and demolition rules and regulations. 7. Methods and techniques of contract interpretation, including acquisition, disposition, construction, financing and property management. 8. Modern office equipment and various computer programs, including federal software programs. 2 P:\Agcndas\Agenda Attachments\Exhibits\201O\06-30-1O EDA Budget Adoption Personnel Policies FY to-II Enterprise Zone Ec. Dev. Prj. Mgr. (Rcso H).doc EXHIBIT "C - 92" Economic Development Agency Enterprise Zone/Economic Development Project Manager (continued) Ability to: 1. 2. 3. 4. 5. 6. 7. Implement policies and procedures and make recommendations for change or corrective action. Review loan requests, loan documentation, proposals, contracts, agreements and make sound recommendations. Express ideas on technical subjects clearly and concisely, orally and written. Proper use of grammar, spelling, punctuation, and precise report writing. Negotiate technical and complex development agreements. Gather, organize and analyze information and arrive at sound conclusions. Establish and maintain effective working relationships with those contacted in the course of work. PHYSICAL DEMANDS AND WORK ENVIRONMENT: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to: sit; talk and hear, both in person and by telephone; use hands to finger, handle and feel computers and standard business equipment; and reach with hands and arms. The employee is frequently required to stand and walk. Specific vision abilities required by this job include close vision and the ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this class. The employee works under typical office conditions, and the noise level is usually quiet. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. ORGANIZATIONAL RELATIONSHIPS: The Enterprise Zone/Economic Development Manager is a mid-management position in the Economic Development Agency under the direction of the Executive Director or Deputy Director or Division Director. Approved: Community Development Commission Date: 6-21-07 3 P:\Agendas\Agcnda Attachments\Exhibits\201O\06-30-10 EDA Budget Adoption Personnel Policies FY 10-11 Enterprise Zone Ec. Dev. Prj. Mgr. (Reso H).doc EXHIBIT "C-8" City of San Bernardino ECONOMIC DEVELOPMENT AGENCY Director of Administrative Services SUMMARY JOB DESCRIPTION: Under direction, performs a variety of professional, complex, responsible, highly sensitive and confidential office administration and executive support functions for the Executive Director, requiring independent judgment, knowledge and work habits; the work is characterized by involvement with broad issues and interactions with top executives and elected officials on complex and sensitive matters; and performs related work as required. REPRESENTATIVE DUTIES: Duties may include, but are not limited to, the following: I. Provide courteous and expeditious customer service to the general public and Agency staff. 2. Provide administrative support to the Executive Director; using word processing software, with minimum instruction, composes and/or types memorandums, correspondence, agenda items, reports, agreements, presentations, forms and other documents often of a highly sensitive and confidential nature; taking the initiate, proofreads and checks typed and other materials for accuracy, completeness and compliance with Agency standards, policies and procedures; ensures materials, reports and documents for signature are accurate and complete; responds independently to e-mail inquiries regarding a variety of Agency matters; relives the Executive Director of a variety of administrative details. 3. Maintain the Executive Director's calendar; coordinate, arrange, schedule and confirm meetings, appointments, conferences, hearings, community/intergovernmental events and all travel arrangements for the Executive Director; screen requests for appointments and delegate to other Agency staff when appropriate; ensure that the Executive Director's schedule flows smoothly and that meetings/appointments are timely; make necessary adjustments, postponements, cancellations, with appropriate response, when necessary; researches, prepares and submits travel expenses reports for the Executive Director in accordance with Agency policies and procedures. 4. Receive and screen visitors, appointments and telephone calls, providing information when necessary; conduct research and respond to requests for information from the general public, Agency and City staff and local, state and federal officials, some which may require sensitivity and sound independent judgment; refer certain issues to appropriate staff or take or recommend action to resolve issue; review, determine the priority of incoming mail for the Executive Director, and route to the appropriate staff member for action when necessary or respond directly when appropriate; follow-up on correspondence routed to staff members that action has been taken; review incoming Executive Director e-mails and prioritize, taking direct action when necessary and routing to the appropriate staff when necessary. 5. Act as a liaison in coordinating matters between the Executive Director and other City division directors including Agency's contract with the Human Resources Department and representatives of outside agencies; provide requested information and direction on routine matters; follow-up on various assignments at the direction of the Executive Director to ensure that needed action is taken. 6. Plan, organize and make arrangements for special events and meetings as directed; secure event locations and arrange set-up; arrange for the compilation and distribution of meeting minutes as necessary. 7. Assist, when necessary, in accordance with established policies and procedures, the Community Development Commission and Redevelopment Committee agenda items to meet all deadlines, along with other meetings involving the Executive Director; attend meetings and conferences as directed; prepare agendas and take notes/minutes at various meeting as required. P:\Agcndas\Agenda Attachments\Exhibits\201 0\06-30-1 0 EDA Budget Adoption Personnel Policies FY 10-11 Director of Admin. Svcs. (Reso H).doc EXHIBIT "C-9" Economic Development Agency Director of Administrative Services (continued) 8. Compose correspondence requiring use of judgment and independent thinking; respond to routine requests for information from Agency staff, the public, City employees and Commission Members in accordance with Agency policies and procedures; prepare appropriate responses for signature as necessary. 9. Schedule, supervise and evaluate the work of clerical staff; set priorities and deadlines for day-to-day clerical work flow. 10. Manage and supervise the overall activities of the office; coordinate staff for highest efficiency. II. Coordinate and supervise the Agency's IT Contractor and all purchases and work performed on the Agency's computer/network system. 12. Compile information for a variety of special narrative and statistical reports as required; do various research projects; code and classify data; create and produce various office forms; determine format for finished reports; provide routine, factual information concerning procedures, functions, and regulations; search files for information needed; and process purchase orders. 13. Routinely adhere to and maintain a positive attitude towards City and Agency goals; and perform related duties or work as required. MINIMUM EXPERIENCE AND OUALIFICA TIONS: A Bachelor's degree or equivalent from an accredited college or university with major course work in business administration, public administration, finance, economics, urban planning or a closely related field. Seven (7) years of increasingly responsible office administration and/or high-level supervisory experience, at least three (3) of which were at an executive assistant level and two (2) of which required supervision of subordinate personnel. Knowledge of, and extensive use of, computer word processing, presentation and spreadsheet software programs. Possession of a valid Class "C" California driver's license and ability to maintain insurability. GENERAL OUALIFICA TIONS: Knowledge of: I. Modem office practices, equipment and computer programs; office administration and management practices and procedures, including practices of file and document management. 2. Principles and practices of sound business communication; correct English usage, including spelling, grammar and punctuations. 3. Principles of supervision. 4. Basic terminology, work processes and local, state and federal requirements applicable to areas of assigned responsibility; basic functions of public agencies. 5. Advanced uses of work processing, graphics, spreadsheet, database and other software to create documents and materials requiring the interpretation and manipulation of data. 6. Basic principles and practices of public administration, including budgeting, purchasing and maintenance of public records. Ability to: 1. 2. 3. 4. Analyze and resolve problems. Adjust work assignments, procedures and priorities to expedite work flow. Make recommendations and implement policies and procedures. Maintain confidentiality of privileged information. 2 P:\Agendas\Agenda Attachments\Exhibits\2010\06-30-10 EDA Budget Adoption Personnel Policies FY 10-11 Director of Admin. Svcs. (Reso H).doc EXHIBIT "C-IO" Economic Development Agency Director of Administrative Services (continued) 5. Manage multiple and rapidly changing priorities to meet the needs and expectations of the Executive Director, other elected and appointed City officials, City staff, business leaders and other in the course of work. 6. Establish and maintain highly effective working relationships with elected and appointed City officials, City and Agency staff, residents, businessmen, the media, the public and other encountered in the course of work. 7. Work independently with a minimum of instruction; organize, set priorities, take initiative and exercise sound judgment within areas of responsibility. 8. Gather, organize and analyze information and arrive at sound judgments; interpret, apply, explain and reach sound independent decisions in accordance with Agency regulations, policies and procedures. 9. Perform simple arithmetic calculations; type accurate at a speed necessary to meet the requirements of the position; operate a computer, word processing and spreadsheet software, and other standard office equipment. 10. Retrieve and give information over the telephone and in person in a respectful and courteous manner. II. Communicate clearly and concisely both orally and in writing. 12. Understand and carry out oral and written instructions. 13. Compose correspondence, prepare documents, prepare accurate and concise records and reports; proofread and detect errors in typing, spelling, grammar and punctuation. 14. Perform difficult clerical and secretarial work with speed and accuracy. 15. Establish and maintain effective relationships with those contacted in the course of work; use a high degree of tact, diplomacy and discretion in dealing with sensitive and confidential situations, and concerned internal and external parties. 16. Supervise subordinate personnel in a professional, courteous manner. PHYSICAL DEMANDS AND WORK ENVIRONMENT: The conditions herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to: sit; talk and hear, both in person and by telephone; use hands to finger, handle and feel computers and standard business equipment; and reach with hands and arms. The employee is frequently required to stand and walk. Employees may be required to lift up to 30 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions. The employee works under typical office conditions and the noise level is usually moderately quiet. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions. ORGANIZA TlONAL RELATIONSHIPS: The Executive Assistant to the Executive Director is a confidential position in the Economic Development Agency. Direction and supervision is received from the Executive Director. Approved: edit - Community Development Commission Date: 3 P:\Agendas\Agenda Attachments\Exhibits\20 I 0\06-30-1 0 EDA Budget Adoption Personnel Policies FY 10-11 Director of Admin. Svcs. (Reso H).doc