HomeMy WebLinkAbout2014-244 RESOLUTION NO. 2014-244
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2 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF
SAN BERNARDINO APPROVING THE RECLASSIFICATION OF POSITIONS
3 AND ESTABLISHING THE POSITION OF BUDGET OFFICER/ ASSISTANT TO
THE CITY MANAGER IN CONJUNCTION WITH THE ADOPTION OF THE CITY
4 OF SAN BERNARDINO'S FINAL BUDGET DOCUMENT FOR FISCAL YEAR 2014-
5 15.
6
WHEREAS, the Mayor and Common Council held budget sessions on May 21, May
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28, May 29, June 3, and June 10, 2014, to consider a proposed budget beginning July 1, 2014
8 and ending June 30, 2015; and
9 WHEREAS, the proposed 2014-15 budget provides for the reclassification of
10 positions which are deemed appropriate by the Mayor and Common Council; and
11 WHEREAS, the City Council intends to use the proposed 2014-15 budget as a guide
12 for establishing staffing levels;
13
14 NOW THEREFORE, BE IT RESOLVED BY THE MAYOR AND COMMON
COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS:
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16 SECTION 1. The reclassification of positions attached hereto as Exhibit"A" and
17 incorporated herein by this reference, are hereby approved.
18
19 SECTION 2. The position of Budget Officer/Assistant to the City Manager(U),
20 Range 4560, $7,249 - $8,811/month, is hereby established and the job description for said
21 position, attached hereto as Exhibit`B," is hereby approved.
22
23 SECTION 3. The reclassification of one (1) Administrative Analyst I (Flex), Range
4450, $4,188 - $5,091, to Budget Officer/Assistant to the City Manager(U), Range 4560,
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$7,249 - $8,811/month, is hereby approved.
25
26 SECTION 4. This Resolution shall take effect upon July 1, 2014.
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2014-244
1 RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF
2 SAN BERNARDINO APPROVING THE RECLASSIFICATION OF POSITIONS
AND ESTABLISHING THE POSITION OF BUDGET OFFICER/ ASSISTANT TO
3 THE CITY MANAGER IN CONJUNCTION WITH THE ADOPTION OF THE CITY
OF SAN BERNARDINO'S FINAL BUDGET DOCUMENT FOR FISCAL YEAR 2014-
4 15.
5 I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Mayor
6
and Common Council of the City of San Bernardino at a joint Adj ourned Reg. meeting
7
8 thereof, held on the 23rdday of June , 2014, by the following vote, to wit:
9 Council Members: AYES NAYS ABSTAIN ABSENT
10 MARQUEZ x
11
BARRIOS x
12
13 VALDIVIA x
14 SHORETT x
15 NICKEL x
16 JOHNSON x
17
MULVIHILL x
18
20 George.. Hanna, Ct Clerk
21
The foregoing Resolution is hereby approved this is day of June , 2014.
22
23
24 R. Carey Da is, ayor
25 City of Sa :ernardino
26 Approved as to form:
Gary D. Saenz, City Attorney
27
28 B .�- , 'c�y�
2014-244
"R°� Exhibit "A"
o
�x Class Code:
QED zr�°�°��. M/CC Date Adopted:
City of San Bernardino Signature:
Human Resources Division Manager
Bargaining Unit: Management/Confidential
Class Specification
BUDGET OFFICER/ASSISTANT TO THE CITY MANAGER (U)
JOB SUMMARY
Under general direction, manages, coordinates and participates in development and
presentation of the City-wide annual budget; monitors and reports on budget expenditures and
overall budget status; performs a variety of complex and difficult financial and accounting
analyses; provides expert professional assistance to City Managers on budgeting and related
matters; and performs related duties as assigned.
DISTINGUISHING CHARACTERISTICS
Budget Officer/Assistant to the City Manager (U) serves as a high level professional staff
assistant to the City Manager. The incumbent performs highly responsible research, analyses
and studies on a wide range of management, administrative, financial, policy, legislative and
other organization issues in support of the planning and execution of City goals and objectives
within broad general policy guidelines and Mayor and City Council mandates. The incumbent
develops recommendations and oversees consideration of legislative and grants matters before
Council committees. Assignments are broad in scope and allow for a high degree of
administrative discretion in their execution.
ESSENTIAL DUTIES AND RESPONSIBILITIES
The duties listed below are intended only as illustrations of the various types of work that may
be performed. The omission of specific statements of duties does not exclude them from the
position if the work is similar, related or a logical assignment to this class.
1. Plan, develop, implementation and administration of the City budget; performs difficult
and responsible assignments in analyzing departmental budget accounts, developing
projections and formulating recommendations; with direction, prepares revenue and
expenditure analyses, staffing analyses and budget projections and forecasts; develops
estimates of revenues from various sources; develops financial plan projections and
documents; develops and presents recommendations; compiles, drafts and/or analyzes
budget reports and documents and enters approved budget data into the City's budget
system.
2. Conducts analyses of departmental budget proposals; conducts analyses to identify
issues and opportunities; develops alternative scenarios to improve service delivery at
lower costs.
3. Explains budget guidelines to department heads; reviews and evaluates requests to
ensure compliance with City policies and procedures and established guidelines;
Budget Officer/Assistant to the City Manager(U) Page 1
Exhibit "A"
answers questions and provides information and support to departments throughout the
budget development process.
4. Participates in preparation, review, evaluation and monitoring of capital improvement
plans and budgets; monitors and updates operating and capital budgets to reflect budget
adjustments and funding changes; reviews CIP requests for technical compliance.
5. Develops and utilizes spreadsheets, databases and other computer applications
required to carry out assigned studies, projects and reports.
6. Performs financial analyses and statistical computations for various financial models and
cost allocation plans; prepares periodic and ad-hoc financial reports as assigned;
researches and answers financial and budget inquiries submitted by staff, City
management, citizens, other governmental agencies and the City Council.
7. Monitors revenues and expenditures; analyzes trends, formats recommendations and
makes reports on financial matters. Develops and prepares General Fund carryover
funds reports, revenue estimates, and other financial reports and records.
8. Reviews and analyzes a wide variety of financial records, legislative reports, economic
data, and planning/community development activities to evaluate current and future
fiscal and economic conditions and trends, and develops recommendations on
corrective actions and future planning.
9. Performs related duties as assigned.
10. Provides quality customer service.
GENERAL QUALIFICATIONS
Knowledge of:
1. Principles, practices and methods of financial, budgetary, administrative, economic and
procedural analysis.
2. Principles and practices of public administration, including purchasing, contracting and
maintenance of public records.
3. Principles, practices, methods and techniques of financial analysis and forecasting.
4. Principles, practices and methods of municipal budget development and management.
5. Basic principles, tools and techniques of project planning and management.
6. Federal, state and local laws, regulations and court decisions applicable to assigned
areas of responsibility.
7. Principles and practices of sound business communication.
8. Uses and operations of computers and standard business software, including word
processing, spreadsheet and database applications.
Ability to:
1. Analyze financial, budgetary, operational and administrative problems, evaluate
alternatives and reach sound, logical, fact-based conclusions and recommendations.
2. Collect, evaluate and interpret complex data, either in statistical or narrative form.
3. Analyze, interpret, explain and apply relevant laws, regulations, ordinances and budget
policies and procedures to City staff.
Budget Officer/Assistant to the City Manager(U) Page 2
Exhibit "A"
4. Prepare clear, concise and comprehensive reports, correspondence and other
documents involving technical, budgetary and financial data in a manner appropriate to
the audience.
5. Present conclusions and recommendations clearly, logically and persuasively.
6. Maintain files, records and documentation.
7. Exercise independent judgment and initiative within established guidelines.
8. Establish and maintain effective working relationships with City managers, staff,
representatives of other governmental agencies and others encountered in the course of
work.
MINIMUM QUALIFICATIONS
Any combination of education and experience that provides the required knowledge, skills, and
abilities to perform the essential job duties of the position is qualifying. Incumbents will possess
the most desirable combination of training, skills, and experience, as demonstrated by their past
and current employment.
Education, Training and Experience:
A typical way of obtaining the knowledge, skills and abilities outlined above is graduation
from a four-year college or university with a major in public or business administration,
finance or a related field; and at least five years of progressively responsible experience
performing governmental budget and finance analysis; or an equivalent combination of
training and experience. A Master's Degree is highly desirable.
Accreditation shall be by a national or regional accreditation body that is recognized by the
Secretary of the United States Department of Education.
Licenses; Certificates; Special Requirements:
A valid California driver's license and the ability to maintain insurability under the City's
vehicle insurance policy.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this class. Reasonable
accommodations may be made to enable individuals with disabilities to perform the essential
functions.
While performing the duties of this job, the employee is regularly required to sit; talk or 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.
Budget Officer/Assistant to the City Manager(U) Page 3
Exhibit
WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee
encounters while performing the essential functions of this class. Reasonable accommodations
may be made to enable individuals with disabilities to perform the essential functions.
The employee works under typical office conditions, and the noise level is usually quiet.
Budget Officer/Assistant to the City Manager(U) Page 4
2014-244
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