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HomeMy WebLinkAbout09- Economic Development E C O N O M I C D E V E L O P M E N T A G E N C Y OF THE CITY OF SAN BERNARDINO A" REQUEST FOR COMMISSION/COUNCIL ACTION From: TIMOTHY C. STEINHAUS Subject: PROPOSED FISCAL YEAR 1993/ Administrator 1994 ECONOMIC DEVELOPMENT AGENCY BUDGET Date: June 30, 1993 ------------------------------------------------------------------------------ Synopsis of Previous Commission/Council/Committee Action(s) : On June 28, 1993, the Community Development Commission continued this item to July 6, 1993. ----------------------------------------------------------------------------- Recommended Motion(s) : (Community Development Commission) MOTION A: That the Community Development Commission approve and adopt the Fiscal Year 1993/1994 Economic Development Agency budget as recommended. AND APPROVE THE FOLLOWING ATTENDANT MOTION AND RESOLUTIONS: MOTION B: RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO AMENDING RESOLUTION NO. 5277 PERTAINING TO THE ESTABLISHMENT OF CERTAIN STAFFING POSITIONS FOR THE ECONOMIC DEVELOPMENT AGENCY TO INCLUDE THE DELETION AND ADDITION OF CERTAIN POSITIONS OF THE ECONOMIC DEVELOPMENT AGENCY. (Recommendations Continued to a age) L N---- TIMOTHY . STEIINRAUS Administrator ------------------------------------------------------------------------------ Contact Person(s) : Timothy Steinhaus/Barbara Lindseth Phone: 5081 Project Area(s) : All Ward(s) :All Supporting Data Attached: Staff Report FUNDING REQUIREMENTS: Amount: $ N/A Source: N/A Budget Authority: N/A ------------------------------------------------------------------------------ Commission/Council Notes: --------------------------------------------------------------------------------- TCS:BL:dle:9394budget COMMISSION MEETING AGENDA Meeting Date: 07/06/1993 Agenda Item Number: 9 REQUEST FOR COMMISSION/COUNCIL ACTION Proposed Fiscal Year 1993/1994 EDA Budget July 6, 1993 Page Number - 2 - ------------------------------------------------------------------------------ Recommended Motion(s) Continued: MOTION C: RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO AMENDING RESOLUTION NO. 5279 PERTAINING TO APPROVING CERTAIN PERSONNEL POLICIES AND PROCEDURES FOR THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO, ECONOMIC DEVELOPMENT AGENCY, GENERAL UNIT EMPLOYEES AND CERTAIN PERSONNEL POLICIES AND PROCEDURES FOR THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO, ECONOMIC DEVELOPMENT AGENCY MID- MANAGERS TO INCLUDE THE DELETION AND ADDITION OF CERTAIN POSITIONS. MOTION D: RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO AMENDING RESOLUTION NO. 5280 PERTAINING TO THE ESTABLISHMENT OF COMPENSATION LEVELS AND SALARY RANGES FOR EMPLOYEES ENGAGED IN ACTIVITIES FOR THE ECONOMIC DEVELOPMENT AGENCY TO INCLUDE THE DELETION AND THE ADDITION OF CERTAIN POSITIONS OF THE ECONOMIC DEVELOPMENT AGENCY. MOTION E: RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO AMENDING RESOLUTION NO. 5282 PERTAINING TO THE ESTABLISHMENT OF THE ECONOMIC DEVELOPMENT AGENCY MANAGEMENT AND CONFIDENTIAL EMPLOYEE COMPENSATION AND BENEFITS PLAN TO INCLUDE THE DELETION AND THE ADDITION OF CERTAIN POSITIONS OF THE ECONOMIC DEVELOPMENT AGENCY. MOTION F: Move to adopt a compressed 9/80 work week and authorize the Agency Administrator to administer the process and initiate implementation effective September 6, 1993 and to amend all pertinent personnel policies and regulations of the Economic Development Agency as necessary. ---------------------- TCS:BL:d16:939*budgat COMMISSION--- MEETING AGENDA Meeting Date: 07/06/1993 Agenda Item Number: E C O N O M I C D E V E L O P M E N T A G E N C Y OF THE CITY OF SAN BERNARDINO STAFF REPORT ------------------------------------------------------------------------------ PROPOSED FISCAL YEAR 1993/1994 ECONOMIC DEVELOPMENT AGENCY BUDGET The attached proposed Fiscal Year 1993/1994 Economic Development Agency (EDA) budget is transmitted herewith for your review, consideration and approval. Its submission mirrors that of the previous years budget in that there are no significant changes in the Agency's administrative overhead that is at a level of 3.9% of the total budget which reflects no increase in permanent staff. This year's budget reflects a number of "fine tuning" adjustments to personnel resulting in no major funding changes or additional positions. Essentially, some positions are being deleted and others added to reflect the changing and more evident needs of the Agency. Illustratively, the Development Division's (Adi-_:.inistrative Division) position of Development Analyst (Tax Specialist) would be deleted and changed to the newly created position of Accounting/Collection Officer. Further, staff is proposing the adoption of a compressed work week with the measurable benefits of satisfying air quality standards, greater production and enhanced service to the public. Southern California, the Inland Empire, and the City of San Bernardino by extension, has suffered greatly due to the continued economic recession that has crippled construction, dried up financing resources for projects, devastated businesses and chopped off existing jobs. Paradoxically, on the other hand, the Agency has had a number of marked successes. This includes, but is not limited to, the increasingly popular Court Street Square built to be a catalyst for downtown revitalization, opening of the Sun Newspaper facility, and the West Side Shopping Center, all in areas that highlight the diversity of the City and its needs. Other Agency developments like these and the large number of pending housing projects bode well for the future and combine to make the Agency one of the City's most successful "developers" in a period of economic downturn. The present financial status of the Agency can be characterized as stable. Given the prior State of California raid on Agency funds this year (amounting to 2.3 million dollars) and with little relief of this trend in the future, we should remain ever viligent about our limited resources. It is important the Agency focus on Agency goals and objectives that are in harmony with our redevelopment and community development charge if we are to remain solvent and capable of carrying out our mission. It is with pleasure and pride I submit our 1993/1994 budget for your consideration and recommend it be approved as sub=Litted. During its presentation, staff will provide an overview of the attached budget. Staff re o e s adoption of the form motion. TIMDTHY C. S NHAU , Administrator Economic Development Agency --------3------------------------------------------------------------------------- res:fi3 d1o:9399budgst COMMISSION MEETING AGENDA Meeting Date: 07/06/1993 Agenda Item Number: ��RNARD� City of San Bernardino Timthy C.e *z ECONOMIC DEVEL OPMENT A GENC Y Agency Admin s a1h •Development Departrrw-- INTEROFFICE MEMORANDUM Redevelopment Community Develop—e'lt Housing •San Bernardino Downt:+r-^ Main Street, Inc. June 30, 1993 •Convention and Visitor_- Bureau •Office of Business Development TO: Honorable Chairman and Members of the Community Development Commission FROM: imothy C. Steinhaus, Agency Administrator Economic Development Agency SUBJECT: PROPOSED FY 1993/1994 ECONOMIC DEVELOPMENT AGENCY BUDGET On June 28, 1993, the Community Development Commission continued the proposed FY 93/94 Agency budget to July 6, 1993. Please bring all budget materials that were pre-t-iously distributed to you on June 28, 1993. Below is a detailed explanation of the recommended motions: Motion A: That the Community Development Commission approve and adopt the Fiscal year 1993/1994 Economic Development Agency budget as recommended. This motion provides for the adoption of the proposed budget. Motion B: RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO AMENDING RESOLUTION NO. 5277 PERTAINING TO THE ESTABLISHMENT OF CERTAIN STAFFING POSITIONS FOR THE ECONOMIC DEVELOPMENT AGENCY TO INCLUDE THE DELETION AND ADDITION OF CERTAIN POSITIONS OF THE ECONOMIC DEVELOPMENT AGENCY. This resolution provides for the deletion of certain positions within the Agency, i.e., Development Analyst (Tax Specialist), Loan Officer and two (2) Typist Clerk III; and adds certain positions and approves job descriptions for Accounting/Collections Officer, Loan Officer I, Loan Officer II and Administrative/Records Management Clerk. In addition, this motion includes the previously approved position of Human Resources Manager, which was inadvertently left off previous resolutions (but is an approved position). 201 North E Street, Third Floor • San Bernardino, California 92401-1507 • (909)384-5081 • (800)232-1267• FAX(909)384-5135 0 Motion C: RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO AMENDING RESOLUTION NO. 5279 PERTAINING TO APPROVING CERTAIN PERSONNEL POLICIES AND PROCEDURES FOR THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO, ECONOMIC DEVELOPMENT AGENCY, GENERAL UNIT EMPLOYEES AND CERTAIN PERSONNEL POLICIES AND PROCEDURES FOR THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO, ECONOMIC DEVELOPMENT AGENCY MID-MANAGERS TO INCLUDE THE DELETION AND ADDITION OF CERTAIN POSITIONS. This resolution incorporates the actions of Motion B into the previously approved personnel policies and procedures for General Unit and Mid- Management employees. Motion D: RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO AMENDING RESOLUTION NO. 5280 PERTAINING TO THE ESTABLISHMENT OF COMPENSATION LEVELS AND SALARY RANGES FOR EMPLOYEES ENGAGED IN ACTIVITIES FOR THE ECONOMIC DEVELOPMENT AGENCY TO INCLUDE THE DELETION AND THE ADDITION OF CERTAIN POSITIONS OF THE ECONOMIC DEVELOPMENT AGENCY. This resolution incorporates the actions of Motion B and establishes the salary levels for said positions. Furthermore, this provides for a 5% cost of living adjustment to all employees of the EDA. Motion E: RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO AMENDING RESOLUTION NO. 5282 PERTAINING TO THE ESTABLISHMENT OF THE ECONOMIC DEVELOPMENT AGENCY MANAGEMENT AND CONFIDENTIAL EMPLOYEE COMPENSATION AND BENEFITS PLAN TO INCLUDE THE DELETION AND THE ADDITION OF CERTAIN POSITIONS OF THE ECONOMIC DEVELOPMENT AGENCY. This resolution incorporates the actions of Motion B into previously approved compensation and benefits plan for Management and Confidential employees. Motion F: Move to adopt a compressed 9/80 work week and authorize the Agency Administrator to administer the process and initiate implementation effective September 6, 1993 and to amend all pertinent personnel policies and regulations of the Economic Development Agency as necessary. This motion provides for the adoption of a compressed 9/80 work week for the EDA and authorizes the Agency Administrator to implement the program.. TC3SMM:pc:edabud q 1 COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO, CALIFORNIA 2 AGENDA 3 4 5 Item: A RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO 6 AMENDING RESOLUTION NO. 5277 PERTAINING TO THE ESTABLISHMENT OF CERTAIN STAFFING POSITIONS f FOR THE ECONOMIC DEVELOPMENT AGENCY TO INCLUDE THE DELETIONS AND THE ADDITION OF CERTAIN s Action to POSITIONS OF THE ECONOMIC DEVELOPMENT AGENCY. Q be Taken: Adopt Resolution 10 11 12 13 14 15 16 li is 19 20 21 22 23 24 25 26 27 SMM:pc:res5277 28 1 RESOLUTION NO. 2 A RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO AMENDING 3 RESOLUTION NO. 5277 PERTAINING TO THE ESTABLISHMENT OF CERTAIN STAFFING POSITIONS FOR THE ECONOMIC 4 DEVELOPMENT AGENCY AND TO INCLUDE THE DELETION AND THE ADDITION OF CERTAIN POSITIONS OF THE ECONOMIC 5 DEVELOPMENT AGENCY. 6 WHEREAS, the City of San Bernardino (the "City") has ' previously caused the restructuring of the Community Development 8 Commission of the City of San Bernardino (the "Commission") in 9 order that the Commission may function more effectively and efficiently in implementing and carrying out Community Development 10 Programs beneficial to the City; and 11 12 WHEREAS, in connection with the restructuring of the Commission, the Commission previously adopted its Resolution 13 No. 5277 pertaining to establishing certain positions to staff the 14 Economic Development Agency and approving certain job descriptions 15 in connection therewith; and 16 WHEREAS, the Commission deems it desirable at this time to 17 amend Resolution No. 5277, pertaining to the establishment of 18 certain positions to staff the Economic Development Agency to include deletions and additions of positions of the Economic 19 Development Agency. 201 NOW, THEREFORE, THE COMMUNITY DEVELOPMENT COMMISSION, ACTING 21 : ON BEHALF OF THE REDEVELOPMENT AGENCY OF THE CITY OF 22 SAN BERNARDINO, DOES HEREBY RESOLVE, DETERMINE AND ORDER AS 23i FOLLOWS: 24 Section 1 . Exhibit "A" to Resolution No. 5277 shall be 25i amended to read as follows: 26! (a) #2, add new Section 2e. as follows: "Human 27 Resources Manager" (as previously approved on June 3, 1991) ; and 28 ' (b) #2, add new Section 2f. as follows: I "Accounting/Collections Officer"; and 2 (c) #4, delete the current sit' po ion designated as 3 Section 4e. "Development Analyst (Tax Specialist)"; and replace 4 with a new Section 4e. as follows: "Loan Officer I"; and 5 (d) #4, change 4g. from "Loan Officer" to "Loan Officer 6 II"; and (e) #4, change 41. from "Typist Clerk III (5)" to "Typist Clerk III (3)11; and (f) #41 add new Section 4n. as follows: 91 i "Administrative/Records Management Clerk". 101+ 111 Section 2. Exhibit "B" to Resolution No. 5277 shall be amended to add the following job descriptions which are attached 12 hereto: 13 , (a) Accounting/Collections Officer 14 (b) Loan Officer I (c) Loan Officer II 15j (d) Administrative/Records Management Clerk 16 ! 18 19 20 III 21 22 23 24 25 26 2" 28 /// 1 A RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO AMENDING RESOLUTION NO. 5277 PERTAINING TO THE 2 ESTABLISHMENT OF CERTAIN STAFFING POSITIONS FOR THE ECONOMIC DEVELOPMENT AGENCY TO INCLUDE THE DELETION AND THE ADDITION OF 3 CERTAIN POSITIONS OF THE ECONOMIC DEVELOPMENT AGENCY. 4 Section 3 . This Resolution shall take effect upon the date 5 of its adoption. 6 7 I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Community Development Commission of the City of 8 San Bernardino at a meeting 9 hereof, held on the day of e- 10 1993, by the following vote, to wit: Commission Members: AYES NAYS ABSTAIN ABSENT 11 NEGRETE ]2 CURLIN HERNANDEZ 13 OBERHELMAN OFFICE VACANT 14 POPE-LUDLAM MILLER 15 16 Secretary 17 The foregoing resolution is hereby approved this day of 1993. 18 Tom Minor, Chairman 19 Community Development Commission 20 of the City of San Bernardino Approved as to form 21 and legal content: 22 By- Agenc ounsel 23 S Wpcjes5277 24 25 26 27 28 1 STATE OF CALIFORNIA ) COUNTY OF SAN BERNARDINO ) ss 2 CITY OF SAN BERNARDINO ) 3 I, , Secretary of the Community Development Commission of the City of San Bernardino, DO HEREBY 4 CERTIFY that the foregoing and attached copy of Community Development Commission of the City of San Bernardino Resolution 5 No. is a full, true and correct copy of that now on file in this of f ice. 6 IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the Community Development Commission of the 8 City of San Bernardino this day of , 1993. 9 Secre ary of the Community Development Commission 10 of the City of San Bernardino 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 0 1 EXHIBIT "A" 2 (AMENDED) 3 STAFFING POSITIONS FOR THE ECONOMIC DEVELOPMENT AGENCY 4 1 . Economic Development Agency Management 5 a. Agency Administrator 6 b. Executive Director, Development Department C. Deputy Director, Development Department d. Manager, Administrative Services Division e. Manager, Housing Division 8 f. Manager, Office of Business Development g. Executive Director, Main Street 9 2. Economic Development Agency .- Confidential 10 a. Assistant to Agency Administrator 11 b. Executive Secretary to Agency Administrator C. Staff Assistant 12 d. Administrative Secretary e. Human Resources Manager 13 f. Accounting/Collections Officer 14 3. Economic Development Agency Mid-Management 15 a. Senior Planner b. Project Manager (4) 16 C. Graphics and Design Coordinator d. Contracts Administrator 17 e. Senior Accountant f. Housing Development Specialist III (1) 18 g. Rehabilitation Coordinator h. Mobile Home Rent Board Coordinator 19 i. Main Street Project Coordinator 20 4. Economic Development Agency General Unit 21 a. Senior Rehabilitation Specialist b. Housing Development Specialist II (2) 22 C. Development Specialist (4) d. Homeless Services Analyst 23 e• Loan Officer I f. Contract Specialist (2 ) 24 q. Loan Officer II h. Graphics and Design Assistant 25 i. Accounting Technician j . Senior Account Clerk 26 k. Secretary (2) 1. Typist Clerk (3) 27 M. Typist Clerk II (1) 28 n. Administrative/Records Management Clerk 1 EXHIBIT "B" 2 JOB DESCRIPTIONS 3 4 5 6 S q 1 C4 11 12 13 14 la 16 1 , 18 19 20 211 22 23 24 ; 25 26� 2e 29 Economic Development Agency Development Department Administrative Services Division Accounting/Collections Officer JOB DESCRIPTION• Under the direction of the Senior Accountant, monitor, verify and reconcile loan collection activities (accounts receivable) of the Agency. Prepare, monitor and verify the payroll of the Agency and Mall Security Guards, and prepare and maintain all related reports. Monitor and verify assessed valuation and tax increment revenues for properties and developments within redevelopment project areas. Assist in investment policies and procedures and budget and budget planning actions. Assist in preparation of community redevelopment law reports, various professional accounting functions, and Agency wide audits. SUPERVISION RECEIVED AND EXERCISED: Receives general direction from the Senior Accountant. SPECIAL QUALIFICATIONS: This position requires a thorough knowledge of professional governmental accounting practices, California redevelopment law and finance, and Federal/State grant accounting practices. In addition, a background in contract compliance, investment portfolio management, and Federal/State Grant Programs is desirable. The position requires a technical background and an ability to effectuate policies of the Economic Development Agency in a manner which addresses the concerns of the public. EXAP!PLES OF DUTIES: Duties may include, but are not limited to, the following: a) Activities relating to the monitoring, maintaining and reconciliation of all loans receivable of the Agency. Including, but not limited to: the monitoring of payments received by the Agency; the issuing of loan statements; the monitoring of impounds funds received on account, the interest allocated to those impound accounts, and payments from those impound accounts; the reconciliation of loan activities; the monitoring and taking of the necessary steps in loan delinquencies and foreclosures; the interaction with loan clients concerning their loan activities; the preparation of related loan correspondence; the preparation of demands; the preparation of Agency reports concerning all loan activities; and, analyzing the loan program and making recommendations thereto. Development Department Job Description Accounting/Collections Officer Page - 2- b) Preparation, monitoring and reconciliation of all payroll activities of the Agency. Preparation and monitoring of all payroll reports, and assistance with payroll inquiries, the issuance of W-21s, and personnel updates relating to payroll activities. Analyze the payroll program and make recommendation thereto. c) Provide information and technical assistance in matters relating to investment activities, financial conditions, budget considerations and financial ability to implement Agency programs. d) Cause the preparation of tax increment revenue cash flow analysis for each redevelopment project area, obtain valid projections of tax increment growth and identify irregularities in tax receipts of assessed valuations, and take necessary corrective actions. Preparation of related reports, and monitoring of receipts and disbursements to taxing entities, low/moderate housing funds and fiscal agents. e) Monitor and assist the expenditure and investment of funding obtained by the Agency in manners consistent with Agency rules and regulations, and accounting policies and practices. f) Assist in the preparation of the Agency's budget and budget planning activities, including providing technical assistance to Agency personnel. g) Perform related duties as necessary or requested. QUALIFICATIONS: Knowledge of: Current accounting theory, principles and practices of governmental accounting and the application to a wide variety of accounting transactions and problems; principles of account classification. Governmental budgeting, bookkeeping and cost accounting. Current principles and practices of redevelopment law. Ability to: Apply generally accepted accounting principles and techniques to various situations. Development Department Job Description Accounting/Collections Officer Page - 3 - Analyze and evaluate accounting problems and develop pertinent accounting and related data in the preparation of reports and statements. Apply and adapt established methods to a variety of accounting transactions and other problems. Make arithmetic calculations with speed and accuracy. Prepare and analyze financial reports, investment activity, statements and related correspondence. Interpret applicable laws, rules, regulations and procedures. Communicate clearly and concisely, both verbally and in writing. Establish and maintain effective working relationships with those contacted in the course of work. MINIMUM EXPERIENCE AND TRAINING REQUIREMENTS: The minimum combination of experience and training for this position is as follows: Education: A Bachelor's degree or equivalent from an accredited college or university with major course work in accounting, finance, public or business administration, or a closely related field. Two (2) years experience in a professional accounting environment. 1835A Economic Development Agency Development Department A Housing Division Loan Officer I JOB DESCRIPTION: Under general direction to perform administrative and analytical work in processing applications for housing rehabilitation loans; to assist in the implementation of a variety of property and neighborhood programs. SUPERVISION RECEIVED AND EXERCISED: Receives direct supervision from the Rehabilitation Coordinator. SPECIAL QUALIFICATIONS: This position requires a knowledge of redevelopment and community development practices and related housing and commercial financing programs. The position further requires the ability to exercise independent judgment and authority. EXAMPLE OF DUTIES• Duties may include, but are not limited to, the following: a) Disseminating loan program information to prospective loan applicants; interviewing loan applicants; verifying information obtained and preparing applications for financial assistance; b) Determining applicant's eligibility for loans based upon established guidelines and recommending loan approval or denial to Loan Committee; c) Determining the most appropriate type of loan; computing loan amounts and terms; preparing loan documents and overseeing signature of all loan and contract documents; establish working relationships with title companies and financial institutions, credit bureaus and public agencies; d) Preparation of correspondence, reports, program analysis as required; maintaining records and files and workload logs; e) Maintaining balance of funds; disbursing funds to contractors and vendors; preparing loan close-out documents and distributing to appropriate parties; f) Assisting in administration of loan collection process; and, g) Perform related work as required. Development Department Job Description Loan Officer I Page - 2 - QUKLIFICATIONS Knowledge of: Methods, practices and terminology used in financing and statistical reports and loan applications. Basic accounting principles and practices. Community Redevelopment Law and community development programs. Ability to: Plan and organize administrative work effectively; write clear and accurate reports and correspondence; follow written and oral instruction; establish and maintain effective public relations; work effectively with other employees and associated agencies. MINIMUM EXPERIENCE AND TRAINING REQUIREMENTS: The minimum combination of experience and training requirements for this position are as follows: Education: A Bachelor's degree with emphasis in accounting, business administration, public administration, banking or a closely related field. Additional qualifying experience may be substituted for the educational requirement on a year-to-year basis up to a maximum of two years. Experience: Two (2) years of experience in loan processing, accounting or finance. 1835A Economic Development Agency Development Department Housing Division Loan Officer II JOB DESCRIPTION: Under general direction to perform administrative and analytical work in processing applications for housing rehabilitation loans; to assist in the implementation of a variety of property and neighborhood improvement programs. SUPERVISION RECEIVED AND EXERCISED: Receives direct supervision from the Rehabilitation Coordinator. SPECIAL QUALIFICATIONS: This position requires a knowledge of redevelopment and community development practices and related housing and commercial financing programs. The position further requires the ability to exercise independent judgment and authority. EXAMPLE OF DUTIES• Duties may include, but are not limited to, the following: a) Disseminating loan program information to prospective loan applicants; interviewing loan applicants; verifying information obtained and preparing applications for financial assistance; b) Determining applicant's eligibility for loans based upon established guidelines and recommending loan approval or denial to Loan Committee; c) Determining the most appropriate type of loan; computing loan amounts and terms; preparing loan documents and overseeing signature of all loan and contract documents; establish working relationships with title companies and financial institutions, credit bureaus and public agencies; d) Preparation of correspondence, reports, program analysis as required; maintaining records and files and workload logs; e) Maintaining balance of funds; disbursing funds to contractors and vendors; preparing loan close-out documents and distributing to appropriate parties; f) Assisting in administration of loan collection process; and, g) Perform related work as required. Development Department Job Description Loan Officer I Page - 2 - 4U,.LIFICATIONS• Knowledge of: Methods, practices and terminology used in financing and statistical reports and loan applications. Basic accounting principles and practices. Community Redevelopment Law and community development programs. Ability to: Plan and organize administrative work effectively; write clear and accurate reports and correspondence; follow written and oral instruction; establish and maintain effective public relations; work effectively with other employees and associated agencies. MINIMUM EXPERIENCE AND TRAINING REQUIREMENTS: The minimum combination of experience and training requirements for this position are as follows. Education: A Bachelor's degree with emphasis in accounting, business administration ublic administration,nistration banking or a closely related field. Additional qualifying experience may be substituted for the educational requirement on a year-to-year basis up to a maximum of two years. Experience: Three (3) years of experience in loan processing, accounting or finance. Two (2) years of experience performing the duties of a Loan Officer I position, or equivalent. 183" Economic Development Agency Development Department Administrative Services Divisio,. Administrative/Records Management Clerk JOB DESCRIPTION• Under general supervision to perform varied, responsible, clerical work; to have functional responsibility for a significant aspect of the clerical work of the unit; to perform records management and microfilming duties; and, to perform related work as required. SUPERVISION RECEIVED AND EXERCISED: Supervision is received from a professional or supervisory staff member. SPECIAL QUALIFICATIONS: This position requires understanding of records management, microfilming, or other forms of records storage, the provision of secretarial support and assistance and the performance of various administrative duties in connection therewith. The position also requires personnel skills and the ability to work closely with staff and superiors. Knowledge of the area of community development and redevelopment activities is beneficial. EXAMPLES OF DUTIES• Duties may include, but are not limited to the following: a) Receives record files from all divisions of the Agency; prepares files for microfilming, or other forms of records management and storage; verifies record/microfilming log; verifies processed microfilm for accuracy; determines disposition of original file; maintains central index of microfilmed files and cassettes; prepares and types reports; computerizes microfilmed cassettes; and performs other records/microfilming duties as necessary. b) Acts as a receptionist for the administrative services division by taking and responding to calls, screening inquiries, taking messages, scheduling appointments; and answering questions. c) Types forms, schedules, reports, lists, manuscripts, charts, graphs, contracts, statistics and general correspondence; types, files, records, computes and maintains sensitive and privileged information. d) ' Composes correspondence requiring use of Judgment based on a thorough understanding of the functions and procedures of the unit, for review by a supervisor. C Development Department Job Description Administrative/Records Management Clerk Page - 2 - e) Compiles and types agendas and minutes. f) Operates a variety of office equipment such as typewriters, calculators, word processors, CRT's, microcomputers, transcription equipment and specialized office equipment of an assigned unit. g) Proofreads materials for clerical accuracy and spelling; copies, collates, staples and otherwise binds and distributes a variety of materials. h) Files materials into filing system, develops filing system for record storage and retrieval, codes documents, purges files and shreds documents. i) Compiles information for a variety of regularly scheduled and special narrative and statistical reports, locating sources of information, coding and classifying data, devising forms to serve data and determining proper format for finished reports. J) Sets up and maintains records of the unit concerning purchases, budget accounts, and inventory, and requisitions office supplies. k) Sets up, maintains and posts data to logs, lists, ledgers, follow-up files and other records of the unit and checks and compares records and documents for accuracy; maintains records of staff attendance and absences, compiling and submitting periodic reports for payroll purposes. 1) Designs office forms, maintains calendars and schedules of appointments, meetings, room use, equipment use and events. m) Makes travel arrangements, initiates purchase requests, makes work assignments, sets priorities for, trains and reviews work of other personnel. QUALIFICATIONS: Knowledge of: Modern office methods, procedures and equipment; correct english usage, spelling, grammar and punctuation. Microfilming techniques and knowledge of equipment desirable. Basic mathematics. Preparation of business correspondence. Standard clerical techniques involving classifying, indexing, processing, retrieving and controlling a large volume of records. Development Department Job Description Administrative/Records Management Clerk Page - 3 - Receptionist and telephone techniques. Word processing techniques. Ability to: Perform simple arithmetic calculations. Perform general clerical work involving the use of the word processor. Receive and give information over the phone in a courteous manner. Write legibly; proofread and detect errors in typing, spelling, grammar and punctuation. Establish and maintain a filing system, maintain accurate records. Operate a computer terminal accurately and efficiently. Read, understand and apply moderately difficult materials. Perform difficult clerical work with speed and accuracy. Compose correspondence requiring a good knowledge of the assigned office. 0 Work with considerable independence, develop solutions to problems which do not require deviation from policy and develop office procedures. Understand and carry out oral and written instructions. Establish and maintain effective relationships with those contacted in the course of work. MINIMUM EXPERIENCE AND TRAINING REQUIREMENTS: Education: Graduation from high school or GED equivalent. Experience: Two (2) years of recent intermediate level clerical experience or one (1) year Typist Clerk II with the City of San Bernardino; typing speed of 50 words per minute. 1835A ?Oft% 1 COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO, CALIFORNIA 2 AGENDA 3 4 Item: A RESOLUTION OF THE COMMUNITY DEVELOPMENT 5 COMMISSION OF THE CITY OF SAN BERNARDINO AMENDING RESOLUTION NO. 5279 PERTAINING TO 6 APPROVING CERTAIN PERSONNEL POLICIES AND PROCEDURES FOR THE COMMUNITY DEVELOPMENT 7 COMMISSION OF THE CITY OF SAN BERNARDINO, ECONOMIC DEVELOPMENT AGENCY, GENERAL UNIT 8 EMPLOYEES AND CERTAIN PERSONNEL POLICIES AND PROCEDURES FOR THE COMMUNITY DEVELOPMENT 9 COMMISSION OF THE CITY OF SAN BERNARDINO, ECONOMIC DEVELOPMENT AGENCY MID-MANAGERS TO 10 INCLUDE THE DELETION AND THE ADDITION OF CERTAIN POSITIONS OF THE ECONOMIC DEVELOPMENT 11 AGENCY. 12 Action to be Taken: Adopt Resolution. 13 1.1 15 16 17 18 19 20 21 22 23 24 25 26 27 SMM:pc:res5279 28 Gj 0 1 RESOLUTION NO. 2 A RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO AMENDING 3 RESOLUTION NO. 5279 PERTAINING TO APPROVING CERTAIN PERSONNEL POLICIES AND PROCEDURES FOR THE COMMUNITY 4 DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO, ECONOMIC DEVELOPMENT AGENCY, GENERAL 5 UNIT EMPLOYEES AND CERTAIN PERSONNEL POLICIES AND PROCEDURES FOR THE COMMUNITY DEVELOPMENT COMMISSION 6 OF THE CITY OF SAN BERNARDINO, ECONOMIC DEVELOPMENT AGENCY MID°MANAGERS TO INCLUDE THE DELETION AND THE 7 ADDITION OF CERTAIN POSITIONS OF THE ECONOMIC DEVELOPMENT AGENCY. 8 WHEREAS, the City of San Bernardino (the "City") has 9 previously caused the restructuring of its Community Development 10 Department and the Community Development Commission of the City of 11 San Bernardino (the "Commission") in order to promote the goals and activities of the community and economic and redevelopment 12 activities within the City; and 13 14 WHEREAS, in connection with the restructuring of the Commission, the Commission previously adopted its Resolution No. 15 5279 pertaining to the establishment of certain personnel policies 16 and procedures; and 17 WHEREAS, the Commission deems it desirable at this time 18 to amend Resolution No. 5279, pertaining to adding certain 19 positions to the general unit of the Economic Development Agency as 20 reflected by the changes in positions of the Economic Development Agency. 21 22 23 24 25 26 27 28 /// I NOW, THEREFORE, THE COMMUNITY DEVELOPMENT COMMISSION, ACTING ON 2 BEHALF OF THE REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO, DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS: 3 4 Section 1 . Appendix "A" to Exhibit "A" (General Unit 5 Personnel Policies) to Resolution No. 5279 shall be amended as follows: Economic Development Agency General Unit shall delete the 6 positions of "Development Analyst (Tax Specialist)" and "Loan Officer" and add "Loan Officer I", "Loan Officer II", 8 "Administrative/Records Management Clerk", as shown on the attached amended Appendix "A" to Exhibit "A" to Resolution No. 5279 . /// 10 12 13 14 15 16 17 is 20 21 22 23 24 2.5 26 27 28 /// I A RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO AMENDING RESOLUTION NO. 5279 PERTAINING TO APPROVING 2 CERTAIN PERSONNEL POLICIES AND PROCEDURES FOR THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO, ECONOMIC 3 DEVELOPMENT AGENCY, GENERAL UNIT EMPLOYEES AND CERTAIN PERSONNEL POLICIES AND PROCEDURES FOR THE COMMUNITY DEVELOPMENT COMMISSION OF 4 THE CITY OF SAN BERNARDINO, ECONOMIC DEVELOPMENT AGENCY MID- MANAGERS TO INCLUDE THE DELETION AND THE ADDITION OF CERTAIN 5 POSITIONS OF THE ECONOMIC DEVELOPMENT AGENCY. 6 Section 2 . This Resolution shall take effect upon the 1 date of its adoption. 8 I HEREBY CERTIFY that the foregoing Resolution was duly 9 adopted by the Community Development Commission of the City of 10 San Bernardino at a meeting thereof, held on the day of , 1993, by the ll following vote, to wit: 12 13 Commission Members: AYES NAYS ABSTAIN ABSENT NEGRETE 14 CURLIN HERNANDEZ 15 OBERHELMAN OFFICE VACANT 16 POPE-LUDLAM MILLER 17 18 Secretary 19 The foregoing resolution is hereby approved this day of _ , 1993. 20 21 Tom Minor, Chairman Community Development 22 Commission of the City of San Bernardino 23 Approved as to form 24 and legal content: By: gene ounsel 26 SWpc:res5279 27 28 U STATE OF CALIFORNIA ) COUNTY OF SAN BERNARDINO ) ss 2 CITY OF SAN BERNARDINO ) 3 I, , Secretary of the Community j Development Commission of the City of San Bernardino, DO HEREBY 4 CERTIFY that the foregoing and attached copy of Community Development Commission of the City of San Bernardino Resolution 5 No. is a full, true and correct copy of that now on file in this offic. 6 IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the Community Development Commission of the City of San Bernardino this day of 1993. 8 91 Secretary of the Community Development Commission of the 10 City of San Bernardino 11 12 13 1.1 15 16 li 18 19 20 21 22 23 24 25 26 2: 28 C I AMENDED APPENDIX "A" TO EXHIBIT "A" 2 GENERAL UNIT EMPLOYEES 3 Development Specialist Contract Specialist 4 Accounting Technician Graphic Design Specialist 5 Senior Account Clerk Housing Development Specialist II 6 Homeless Services Analyst Senior Rehabilitation Specialist Loan Officer I Secretary 8 Clerk Typist III (3) Clerk Typist II 9 Loan Officer II 10 Administrative/Records Management Clerk /// 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 C 1 COMMUNITY DEVELOPMENT COMMISSION OF THE 2 CITY OF SAN BERNARDINO, CALIFORNIA '1 3 AGENDA Item: A RESOLUTION OF THE COMMUNITY DEVELOPMENT j COMMISSION OF THE CITY OF SAN BERNARDINO AMENDING RESOLUTION NO. 5280 PERTAINING TO 6 THE ESTABLISHMENT OF COMPENSATION LEVELS AND SALARY RANGES FOR EMPLOYEES ENGAGED IN r ACTIVITIES FOR THE ECONOMIC DEVELOPMENT AGENCY AND TO INCLUDE THE DELETION AND THE ADDITION 8 OF CERTAIN POSITIONS OF THE ECONOMIC DEVELOPMENT AGENCY. 9 Action to 10 be Taken: Adopt Resolution. 11 12 13 14 15 16 1, is 19 20 21 22 23 24 2.5 26 27 SMM:pc:res5280 28 I RESOLUTION NO. 2 A RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO AMENDING 3 RESOLUTION NO. 5280 PERTAINING TO THE ESTABLISHMENT OF COMPENSATION LEVELS AND SALARY RANGES FOR 4 EMPLOYEES ENGAGED IN ACTIVITIES FOR THE ECONOMIC DEVELOPMENT AGENCY AND TO INCLUDE THE DELETION AND 51 THE ADDITION OF CERTAIN POSITIONS IN THE ECONOMIC DEVELOPMENT AGENCY. 6 WHEREAS, the City of San Bernardino (the "City") has 7 previously caused the restructuring of its Community Development 8 Department and Community Development Commission of the City of 9 San Bernardino (the "Commission") in order to promote the goals and activities of the community and economic development and 10 redevelopment activities within the City; and 11 12 WHEREAS, in connection with the restructuring of the Commission, the Commission previously adopted 'its Resolution 13 No. 5280 pertaining to establishing compensation levels and salary 14 ranges for Economic Development Agency employees; and 0 15 WHEREAS, the Commission deems it desirable at this time 16 to amend Resolution No. 5280 to include the deletion and the 17 addition of certain positions of the Economic Development Agency. 18 NOW, THEREFORE, THE COMMUNITY DEVELOPMENT COMMISSION, 19 ACTING ON BEHALF OF THE REDEVELOPMENT AGENCY OF THE CITY OF 20 SAN BERNARDINO, DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS: 21 Section 1 . Exhibit "A" to Resolution No. 5280 shall be 22 amended to add the positions of the Economic Development Agency as 23 follows: 24 25 26 27 28 Cl� f""1 1 ECONOMIC DEVELOPMENT AGENCY SALARY SCHEDULE 2 3 Steps Position A $ C D E 4 Admin. Services Division 5 CC Accounting/Collections Officer 3011 3162 3320 3486 3660 GC Admin./Records Management Clerk 1888 1982 2081 2186 2295 6 Housing Division 7 GC Loan Officer I 2409 2529 2656 2789 2928 GC Loan Officer II 2764 2902 3047 3199 3359 8 g Section 2. Exhibit "A" to Resolution No. 5280 shall be 10 amended to include a provision that provides for a five percent (5%) cost of living allowance to the positions of the Economic 11 Development Agency, including those listed above in Section 1 . The 12 following sentence shall be added to said Exhibit "A" to implement 13 the intent of this amendment: "Each Step A through E for all authorized positions shall be increased by a five percent (5%) cost 14 of living allowance for the payroll period commencing as of July 1, 15 1993." 16 17 18 19 20 21 22 23 24 25 26 27 28 /// I A RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF 2 SAN BERNARDINO AMENDING RESOLUTION NO. 5280 PERTAINING TO THE ESTABLISHMENT OF COMPENSATION LEVELS AND SALARY RANGES FOR 3 EMPLOYEES ENGAGED IN ACTIVITIES FOR THE ECONOMIC DEVELOPMENT AGENCY 4 TO INCLUDE THE DELETION AND THE ADDITION OF CERTAIN POSITIONS OF 5 THE ECONOMIC DEVELOPMENT AGENCY. 6 7 Section 3. This Resolution shall take effect upon the date 8 of its adoption. 9 I HEREBY CERTIFY that the foregoing Resolution was duly 10 adopted by the Community Development Commission of the City of ll San Bernardino at a meeting 7 hereof, held on the day of , 12 1993, by the following vote, to wit: 13 Commission Members: AYES NAYS ABSTAIN ABSENT NEGRETE 14 CURLIN HERNANDEZ 15 OBERHELMAN OFFICE VACANT 16 POPE-LUDLAM ]7 MILLER 18 Secretary 19, The foregoing resolution is hereby approved this day of 20 1993. 21 Tom nor, Chairman Community Development Commission 22 of the City of San Bernardino 23 Approved as to form and legal content: 24 By: 25 Agenc ounsel 26 SWpc:res5280 27 28 1 STATE OF CALIFORNIA ) COUNTY OF SAN BERNARDINO ) ss 2 CITY OF SAN BERNARDINO ) 3 I, Secretary of the Community Developmen Commission o-fthe City of San Bernardino, DO HEREBY 4 CERTIFY that the foregoing and attached copy of Community Development Commission of the City of San Bernardino Resolution 5 No. is a full, true and correct copy of that now on file in this offfiTce. 6 IN WITNESS WHEREOF, I have hereunto set my hand and affixed 7 the official seal of the Community Development Commission of the City of San Bernardino this day of , 1993. 8 9 Secretary of the Community Development Commission 10 of the City of San Bernardino 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 1 1 COMMUNITY DEVELOPMENT COMMISSION OF THE 2 CITY OF SAN BERNARDINO, CALIFORNIA 3 ' AGENDA 4 Item: A RESOLUTION OF THE COMMUNITY DEVELOPMENT 5 COMMISSION OF THE CITY OF SAN BERNARDINO AMENDING RESOLUTION NO. 5282 PERTAINING TO 6 THE ESTABLISHMENT OF THE ECONOMIC DEVELOPMENT AGENCY MANAGEMENT AND CONFIDENTIAL EMPLOYEE 7 COMPENSATION AND BENEFITS PLAN AND TO INCLUDE THE DELETION AND THE ADDITION OF CERTAIN 8 POSITIONS OF THE ECONOMIC DEVELOPMENT AGENCY. 9 Action to 10 be Taken: Adopt Resolution. ll i 12r 13 14 15 16 17 18 19! 20 21 1 224 23; 24 251 261 27 SMM:P c:res5282 28 l RESOLUTION NO. 2 A RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN BERNARDINO AMENDING 3 RESOLUTION NO. 5282 PERTAINING TO THE ESTABLISHMENT OF THE ECONOMIC DEVELOPMENT AGENCY MANAGEMENT AND 4 CONFIDENTIAL EMPLOYEE COMPENSATION BENEFITS PLAN TO INCLUDE THE DELETION AND THE ADDITION OF CERTAIN 5 POSITIONS OF THE ECONOMIC DEVELOPMENT AGENCY. 6 WHEREAS, the City of San Bernardino (the "City") has previously caused the restructuring of its Community Development 7 Department and Community Development Commission of the City of 8 San Bernardino (the "Commission") in order to promote the goals and g activities of the community and economic development and 10 redevelopment activities within the City; and 11 WHEREAS, in connection with the restructuring of the 12 Commission, the Commission previously adopted its Resolution 13 No. 5282 pertaining to establishing the Economic Development Agency Management and Confidential Employee Compensation and Benefits 14 Plan; and l5 15 WHEREAS, the Commission deems it desirable at this time to amend Resolution No. 5282 to include the deletion and the 17 addition of certain positions of the Economic Development Agency. 18 19 20 21 22 23 24 25 26 27 28 //1 I NOW, THEREFORE, THE COMMUNITY DEVELOPMENT COMMISSION, ACTING ON 2 BEHALF OF THE REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO, DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS: 3 . 4 Section 1 . Page 1 of Attachment "A" to Resolution No. 5282 5 shall be amended as follows: Add to the list of Confidential employees "Human Resources Manager" (as previously approved on 6 June 3, 1991) , and add "Accounting/Collections Officer". i /// 8 9 10 11 12 13 14 15 16 17 19 20 21 22 23 24 25 26 27 28 /// I A RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF 2 SAN BERNARDINO AMENDING RESOLUTION NO. 5282 PERTAINING TO THE ESTABLISHMENT OF THE ECONOMIC DEVELOPMENT AGENCY MANAGEMENT AND 3I CONFIDENTIAL EMPLOYEE COMPENSATION AND BENEFITS PLAN TO INCLUDE THE 4 ; DELETION AND THE ADDITION OF CERTAIN POSITIONS OF THE ECONOMIC 51 DEVELOPMENT AGENCY. 6� Section 2. This Resolution shall take effect upon the date 7 of its adoption. 8� I HEREBY CERTIFY that the foregoing Resolution was duly 9 adopted by the Community Development Commission of the City of 10� San Bernardino at a meeting 11 thereof, held on the day of 1993, by the following vote, to wit: 12 Commission Members: AYES MAYS ABSTAIN ABSENT 13 NEGRETE CURLIN 14 HERNANDEZ OBERHELMAN 151 OFFICE VACANT I POPE-LUDLAM M MILLER 17 Secre ary 18 The foregoing resolution is hereby approved this day of 19 1993. 20� Tom Minor, Chairman 21 Community Development Commission of the City of San Bernardino 22 Approved as to form 23 and legal content: 241 By: Agency nsel 25 SMM:Pc:res5282 26 271 28 i 1 STATE OF CALIFORNIA ) COUNTY OF SAN BERNARDINO ) ss 2 CITY OF SAN BERNARDINO ) 3 I, Secretary of the Community Development Commission of the City of San Bernardino, DO HEREBY 4 CERTIFY that the foregoing and attached copy of Community Development Commission of the City of San Bernardino Resolution 5 No. is a full, true and correct copy of that now on file in this office. 6 IN WITNESS WHEREOF, I have hereunto set my hand and affixed 7 the official seal of the Community Development Commission of the City of San Bernardino this day of , 1993. s 9 Secre ary of the Community Development Commission 10 of the City of San Bernardino ll 12 13 14 15 16 17 18 19 20 21 22 23 24 2.5 26 27 28 0 1 AMEI.?)ED ATTACHMENT "A" 2 3 Management Employees Agency Administrator 4 Executive Director, Development Department Deputy Director, Development Department 5 Administrative Services Division Manager Housing Division Manager 6 Office of Business Development Manager Executive Director, Main Street 7 8 Confidential Employees Assistant to Agency Administrator 9 Executive Secretary to Agency Administrator Staff Assistant 10 Administrative Secretary Human Resources Manager 11 Accounting/Collections Officer 12 13 14 0 15 16 17 18 19 20 21 22 23 24 25 26 27 28