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HomeMy WebLinkAboutItem 12b - City Manager's Office ReorganizationDATE: December 17, 2019 TO: Honorable Mayor and City Council FROM: Dominic Lazzaretto, City Manager SUBJECT: CITY MANAGER’S OFFICE REORGANIZATION, AND NEW CLASSIFICATION SPECIFICATIONS FOR DEPUTY CITY MANAGER, ASSISTANT CITY CLERK, DEPUTY CITY CLERK, AND CITY CLERK TECHNICIAN; ADMINISTRATIVE SERVICES DIRECTOR SALARY ADJUSTMENT; CREATION OF A NEW MANAGEMENT AIDE POSITION IN THE ADMINISTRATIVE SERVICES DEPARTMENT; AND APPROVE A SUPPLEMENTAL BUDGET APPROPRIATION IN THE AMOUNT OF $36,160 FOR ONE-TIME CONSTRUCTION AND FURNITURE COSTS Recommendation: Approve SUMMARY After nearly 36 years of dedicated service to the City, Arcadia’s Chief Deputy City Clerk/Records Manager has announced her retirement effective December 27, 2019. As with any significant change in staffing, the City has evaluated current industry trends, customer service needs, and staffing models to identify potential operating efficiencies and economies of scale. As a result of this review, the City Manager is proposing to reorganize the City Manager’s Office staffing model and modernize job descriptions, better distribute workloads, improve customer service, and provide opportunities for continued professional development and growth within the City Clerk, City Attorney, and City Administration functions. The Human Resources Commission unanimously recommended approval of this action on December 5, 2019. The proposed modifications include the adaptation of a flexible staffing model within the City Clerk/City Attorney function to realign roles and responsibilities along with the creation of a Deputy City Manager classification. The proposal includes the creation of a series of three classifications for a single position, allowing growth over time: City Clerk Technician, Deputy City Clerk, and Assistant City Clerk. Under the new staffing model, City Clerk personnel will report to a newly-created Deputy City Manager position that is an upgrade to the current Assistant to the City Manager position. The Chief Deputy City Clerk/Records Manager position will be vacated. In addition, a new full-time Management Aide position is proposed for the Administrative Services Department to streamline the City’s Risk Management program, as well as to address additional City Manager’s Office Reorganization December 17, 2019 Page 2 of 10 human resources and financial services needs within the Department. The net result will be the same number of employees citywide, but with duties shifted to where they make the most sense in a modern environment. The current and proposed organization charts are shown below. It is estimated that the cost savings from the reorganization will result in a five year savings of approximately $86,744, even after including office remodeling costs and anticipated salary increases over that time. Therefore, it is recommended that the City Council: 1. Approve the creation of the City Clerk/City Attorney classification series to include an Assistant City Clerk, Deputy City Clerk, and City Clerk Technician; 2. Approve the creation of a Deputy City Manager classification; 3. Approve the salary schedule adjustment for the position of Administrative Services Director; 4. Approve the addition of a full-time Management Aide position in the Administrative Services Department; and 5. Approve a supplemental budget appropriation in the amount of $36,160 for one- time construction and furniture costs. BACKGROUND The City Manager’s Office is comprised of four operating divisions: City Clerk, City Attorney, City Administration, and Communications & Marketing. Currently, there are two division managers, each overseeing two divisions and two full-time positions. The Chief Deputy City Clerk/Records Manager coordinates the City Clerk and City Attorney functions while the Assistant to the City Manager oversees the City Administration and Communications & Marketing functions. Below is the current City Manager’s Office organization chart. In addition to the Chief Deputy City Clerk/Records Manager, the City Clerk function also includes a Deputy City Clerk and a Records/Legal Technician. These three full-time positions provide both internal and external services including: City Council agendas and minutes, municipal elections, public records requests, bid openings, resolutions, ordinances, records administration, claims for damages, deeds and covenants, City fee schedule maintenance, litigation, subpoenas and summons, and fair political practices commission filings. The current positions within the City Clerk function are not flexibly staffed, which creates silos and diminishes opportunities for growth. City Manager’s Office Reorganization December 17, 2019 Page 3 of 10 The Assistant to the City Manager position has been in its current form since 2015 and performs professional level administrative work, which requires independent judgment in the execution of duties. In addition to overseeing the Administration and Communications & Marketing functions, much of this position’s work varies across all areas of the organization and typically impacts citywide operations. Examples include leading efforts to modernize the City’s hiring process, investigating fire services consolidation with Sierra Madre, the Citizen’s Financial Advisory Committee process, and emergency notifications, among others. Like the Chief Deputy City Clerk/Records Manager, this position has two direct reports: an Executive Assistant and a Management Analyst. In addition, a part-time Communications Specialist and a part- time Administrative Intern also report to the Assistant to the City Manager. The Chief Deputy City Clerk/Records Manager and Assistant to the City Manager report directly to the City Manager. The City of Arcadia’s long-time Chief Deputy City Clerk/Records Manager is retiring on December 27, 2019. For the past 36 years, because of her expertise and tenure, the incumbent has assumed additional duties that are not traditionally associated with the role of a professional City Clerk. As with any significant change in staffing, the City Manager has used this opportunity to evaluate current industry trends, customer service needs, and staffing models to identify potential operating efficiencies and economies of scale. As a result of this review, the City Manager is proposing to reorganize the City Manager’s Office staffing model. City Manager’s Office Reorganization December 17, 2019 Page 4 of 10 DISCUSSION The City Manager is proposing to reorganize the City Manager’s Office staffing model and modernize job descriptions to better distribute workloads, improve customer service, and provide opportunities for continued professional development and growth within the City Clerk, City Attorney, and City Administration functions. These changes will achieve the following: • Create a flexible staffing model and eliminate silos. • Re-structure management to create efficiencies and economies of scale. • Provide opportunities for growth and development of staff, including opportunities for cross-training and broadening of skills. • Enhance the Office’s culture and diversity by relocating staff to a central location. • Streamline service delivery for the City’s Risk Management program. • Provide support and redundancy across positions, which will aid in providing uninterrupted service delivery. These changes require the creation of several new classifications in addition to creating a full-time Management Aide position in the Administrative Services Department. A matrix of current and proposed service delivery is provided in Attachment “A”. Each of the classifications proposed for modification are described in further detail below. The proposed organization chart for the City Manager’s Office is shown below (Attachment “B”). City Manager’s Office Reorganization December 17, 2019 Page 5 of 10 Deputy City Manager The classification of Deputy City Manager (Attachment “C”) is prevalent throughout municipal management. While occasionally used interchangeably with the term “Assistant City Manager”, the Deputy position that is being proposed is intended to be a chief support position to a specific department, in this case the City Manager’s Office. Whereas the Assistant City Manager serves as the number two position in the entire City organization, the Deputy City Manager oversees the daily operations of the City Manager’s Office and is responsible for overseeing employees and divisions within the City Manager’s Department. The Deputy City Manager would not be an executive level position and would instead have departmental divisionhead status on par with the Deputy Public Works Director, Deputy Development Services Director, and Deputy Fire Chief positions. The Deputy City Manager will represent the City Manager’s office at official meetings or in the implementation of citywide policies and programs, in addition to overseeing the day-to-day administration of operating divisions, along with other responsibilities as assigned within the City Manager’s purview. The classification specification for the Deputy City Manager is an administrative generalist encompassing a wide variety of duties. The proposed Deputy City Manager classification is based off of the Assistant to the City Manager classification with several distinctions and additional responsibilities. These include: • Overseeing assigned programs and administrative support functions; managing the operations of the City Manager's Office, including City Clerk and City Attorney functions, ensuring the effective and efficient completion of department assignments. Supervising and evaluating clerical and technical staff; assigning and prioritizing work. • Providing professional administrative and analytical assistance to the City Manager regarding citywide issues, programs, goals and objectives, and/or operations. • Developing and administering the City Manager, City Clerk, and City Attorney and City Council budgets. • Overseeing Electronic Document Management System (“EDMS”) programs; implementing and coordinating a comprehensive records management program and assisting departments in the application and implementation of record management policies, procedures, and techniques. City Manager’s Office Reorganization December 17, 2019 Page 6 of 10 The proposed salary range for the Deputy City Manager position is $10,139/month to $12,661/month, similar to the Community Development Administrator and Deputy Public Works Director positions. The incumbent Assistant to the City Manager is expected to assume the new Deputy City Manager position. Assistant City Clerk Deputy City Clerk City Clerk Technician The new specification for the City Clerk/City Attorney series (Attachment “D”) includes three classifications as listed above. This flexible staffing model is being proposed to effectively continue the service delivery of the City Clerk and City Attorney staffing functions. Similar flexible staffing models are used throughout the organization, including the Office Assistant, Administrative Assistant, and Senior Administrative Assistant series or the Management Aide, Management Analyst, and Senior Management Analyst series. The flexible staffing model creates opportunities for growth, eliminates silos within the City Clerk and City Attorney functions and creates an entry level position for new talent to join the profession at a basic level. As such, the general duties in the classification are the same regardless of the level; however, the assignment of responsibility will vary with workload, experience, and time in grade. In addition, while the two incumbent positions technically serve different functions according to the adopted job classifications – one is focused on City Clerk duties while the other focuses on City Attorney – in reality, to serve effectively, the personnel are cross-trained and the lines are blurred. The proposal would make the positions fully interchangeable in order to avoid any labor relations concerns of working out of class. The City Clerk/City Attorney classification series will continue to perform the core functions and duties of the City Clerk’s and City Attorney’s Offices. These include but are not limited to the following: • Performing a variety of administrative and support tasks for the City Clerk and City Attorney functions. Assist in managing official record keeping for the City; legal administrative work; establishing record keeping systems including files and other storage or retrieval systems. • Attending City Council meetings and recording all official proceedings; preparing minutes and other documents; directing the publication, filing, indexing, and safekeeping of all proceedings of the City Council; preparing minute orders, resolutions, agreements, proclamations, and ordinances in draft or final form; coordinating the review and approval of official actions with the City Council, the City Manager, the City Attorney, citizens, community groups, and others. City Manager’s Office Reorganization December 17, 2019 Page 7 of 10 • Maintaining custody of official records and archives of the City, including ordinances, resolutions, contracts, agreements, deeds, insurance, and minutes; certifying copies as required; overseeing the indexing, filing, and scheduling of documents for microfilming or other technological record keeping systems. • Assuming responsibility for the preparation, organization, printing, and distribution of the agenda and agenda packet materials for City Council and other meetings. Preparing staff reports and legal documents for consideration at City Council meetings. • Preparing and filing misdemeanor criminal complaints, and miscellaneous pleadings with Courts; providing assistance and paralegal support to outside counsel on lawsuits as assigned. • Processing and reviewing subpoenas for records and employee appearances for hearings, depositions, or related legal matters. Should a vacancy in the City Clerk Office occur, under this model the City may fill the position at any of the three levels. Moving through the grades requires demonstration of proficiency as well as time in the previous position. While the entry level City Clerk Technician position requires limited experience, to move to the Deputy City Clerk position requires three years of experience and the full journey level of Assistant City Clerk requires five years. In addition, the minimum qualifications now prefer that the advanced levels also have a Certified Municipal Clerk (“CMC”) or Master Municipal Clerk (“MMC”) designation in addition to a bachelor’s degree being highly desirable. The proposed salary ranges for the series are as follows: 1. City Clerk Technician position is $3,863/month to $4,822/month 2. Deputy City Clerk position is $4,822/month to $6,018/month 3. Assistant City Clerk position is $5,589/month to $6,979/month These positions would continue to be represented by the Arcadia City Employees Association (“ACEA”). These recommended changes were discussed with the Board of the ACEA and they did not have any objections. The incumbent Records/Legal Technician and Deputy City Clerk are expected to assume roles under the new classification series. Management Aide As part of the City’s internal review of staffing and programming, it became apparent that the City’s Risk Management program could be streamlined by moving claims for damages against the City from the City Attorney’s Office to the Human Resources Division in the Administrative Services Department. Human Resources also administers City Manager’s Office Reorganization December 17, 2019 Page 8 of 10 the City’s workers’ compensation claims and general liability insurance policies, among other liability mitigation efforts throughout the City. Moving the general claims management duties to the Administrative Services Department will unify contacts with the City’s insurance companies and reduce opportunities for things to be missed due to a lack of communication. In addition, by moving the claims process out of the City Attorney’s office, time will be freed up to pursue city filings in a more timely fashion. A common example of such a filing would be nuisance abatements for code enforcement issues. In 2019, the City’s Innovation Team identified that the Administrative Services Department would benefit with the addition of a full-time Management Aide position to not only support the City’s modernization of recruitment and retention, but also to support the department more holistically with programs including risk management and other human resources internal service operations. The classification for the Management Aide is appropriate to support broad programmatic and analytical assignments and will create capacity for the other staff in the Department to assume claims management duties. Administrative Services Director Due to the shifting of workload and areas of responsibility, the salary range for the Administrative Services Director position is also being adjusted to reflect these changes to better align with similar positions in the region. Over time, the Administrative Services Director’s responsibilities have increased significantly without adjusting the salary range. The proposed salary range is $12,976/month to $16,208/month. The cost for the increase is already included in the adopted FY 2019-20 operating budget and was made possible through staffing adjustments within the Department earlier this year. Specifically, when two employees retired near the start of this year, several positions were adjusted to create growth opportunities within the department and one position was eliminated. The addition of the Management Aide position will return the Administrative Services Department to a similar staffing level to previous years. Including the various changes in both departments, the net change will be one less full- time employee in the organization and substantial cost savings over time, even with the upgrade of several positions listed in this report. City Manager’s Office Remodel and New Public Counter Although the City Clerk and City Attorney functions are a division of the City Manager’s Office, the City Clerk’s Office is located in Upper City Hall whereas the City Manager’s Office is located in the adjacent building, or Lower City Hall. In addition, the City Attorney currently sits in the Lower City Hall but other City Attorney personnel sit in Upper City Hall. Physically and culturally, the two divisions have been operating as two different departments. Under the proposed reorganization, City Clerk staff will report to City Manager’s Office Reorganization December 17, 2019 Page 9 of 10 the Deputy City Manager whose office is located in Lower City Hall. Managing staff in two different locations is doable but not ideal in terms of efficiency or enhancing the City Manager’s Office culture. In order to address this, it is proposed that the City Manager’s Office be remodeled to accommodate the entire department within one area in Lower City Hall. As proposed in Attachment “E”, the City Manager’s Office would be modified to an open concept area and a revised public counter, which will allow for greater interactions with all department employees and better customer service. This will alleviate administration concerns, enhance the City Manager’s Office culture, improve overall operations, and will include minor modifications to improve security while still creating a friendly and inviting atmosphere for the public to conduct their business. The City Manager would be relocated down the hallway in a remodeled area behind the Mayor’s office. The existing City Clerk’s office area would remain unoccupied for the time being. The one-time cost is expected to be $78,294 for construction and $30,791 for furniture. Both figures include a 10% contingency. Design and construction would commence immediately upon approval of this report and the office spaces would be available sometime this Spring. ENVIRONMENTAL ANALYSIS The proposed action does not constitute a project under the California Environmental Quality Act (“CEQA”), and it can be seen with certainty that it will have no impact on the environment. Thus, this matter is exempt under CEQA. FISCAL IMPACT The Human Resources Division conducted a salary survey of surrounding cities to determine the market rate for the positions and salary adjustments being proposed. As has been the City’s past practice, the ranges proposed generally are at or slightly above the median of comparable positions. As previously mentioned, the cost for the Administrative Services Director has already been included in the FY 2019-20 budget. The reorganization of the City Manager’s Office is expected to generate long-term savings in the General Fund (Attachment “F”). Due to the timing of the reorganization, approximately 6 months of savings from the Chief Deputy City Clerk/Records Manager position will be used to offset salary and benefit increases for the proposed positions. Specifically, the $15,625 in additional increases over the remainder of the Fiscal Year will be offset by $88,550 in salary savings from the retirement over the six month period. The one-time construction and furniture costs of $109,085 will be partially covered by the cost savings but will require a supplemental budget appropriation in the amount of $36,160. City Manager’s Office Reorganization December 17, 2019 Page 10 of 10 In total, the reorganization will generate a savings to the General Fund on an annual basis resulting in a net savings of approximately $86,744 over 5 years including expected salary increases and the construction costs. RECOMMENDATION It is recommended that the City Council determines that this project is exempt under the California Environmental Quality Act (“CEQA”); and 1. Approve the creation of the City Clerk/City Attorney classification series to include an Assistant City Clerk, Deputy City Clerk, and City Clerk Technician; 2. Approve the creation of a Deputy City Manager classification; 3. Approve the salary schedule adjustment for the position of Administrative Services Director; 4. Approve the addition of a full-time Management Aide position in the Administrative Services Department; and 5. Approve a supplemental budget appropriation in the amount of $36,160 for one- time construction and furniture costs. Attachment A: Matrix of Duties Attachment B: Organization Charts Attachment C: Deputy City Manager Classification Attachment D: City Clerk Series Classification Attachment E: City Manager’s Office Remodel Attachment F: Reorganization Source & Use Statement Attachment A: Matrix of Duties Current: City Clerk City Attorney City Manager Administrative Services Agendas Minutes Bid Openings Boards & Commissions Certificates of Insurance Contracts Elections Ethics Training Fee Schedule FPPC Filings Invocations Municipal Code Notary Public Ordinances Public Records Requests Resolutions Checks & Invoices Claims Administration Code Services Violations Complaints Covenants Legal Advertisements Legal Billing Review Litigation Log Subpoenas Summons Access Control Administration City Council Coyotes Innovation Team Intergover Relations Public Information Special Events – City Special Events – Public Special Projects Website Accounting Benefits Budget Finance Information Technology Payroll Purchasing Recruitment Retention Wellness Workers’ Compensation Proposed: City Clerk City Attorney City Manager Administrative Services Agendas Minutes Bid Openings Boards & Commissions Certificates of Insurance Contracts Elections Ethics Training Fee Schedule FPPC Filings Invocations Municipal Code Notary Public Ordinances Public Records Requests Resolutions Checks & Invoices Claims Administration Code Services Violations Complaints Covenants Legal Advertisements Legal Billing Review Litigation Log Subpoenas Summons Access Control Administration City Council Coyotes Innovation Team Intergover Relations Public Information Special Events – City Special Events – Public Special Projects Website Accounting Benefits Budget Claims Administration Finance Information Technology Payroll Purchasing Recruitment Retention Wellness Workers’ Compensation Attachment B: Org Charts City Manager’s Office – Current City Manager’s Office – Proposed Administrative Services - Proposed Deputy City Manager DEFINITION Under general direction of the City Manager, the Deputy City Manager leads citywide projects and programs, and provides ongoing assistance and support to the City Manager, City Council, and Department Heads; manages and coordinates administrative activities for the City Manager’s Office, including City Clerk and City Attorney functions, and City Council; performs complex professional, confidential, and analytical duties; and serves as a subject matter expert on the City’s resources. Provides leadership for the definition and development of a shared vision, strategy, and goals for all City activities. Serves as the primary Public Information Officer for the City, and administers contracts and grant-funded program activities on behalf of the City Manager’s Office. This is a single position class that performs professional level administrative work, which requires independent judgment in the execution of duties which are typically sensitive and may impact citywide operations. The incumbent is considered to be an administrative generalist and may be assigned specific activities within a broad range of administrative operations. This is an At-Will, Confidential, Exempt classification. SUPERVISION EXERCISED Exercises direct supervision over technical and clerical staff in the City Manager’s Office, including City Clerk and City Attorney staff. May be assigned as a temporary supervisor to teams or groups of professional, paraprofessional, and technical staff on a project basis. EXAMPLES OF IMPORTANT AND ESSENTIAL DUTIES Oversee assigned programs and administrative support functions; manage the operations of the City Manager's Office, including City Clerk and City Attorney functions, ensuring the effective and efficient completion of department assignments. Supervise and evaluate clerical and technical staff; assign and prioritize work. Provide professional comprehensive analytical assistance to the City Manager regarding citywide issues, programs, goals and objectives, and/or operations; ensure materials are accurate, complete, and in compliance with City standards, policies, and procedures. Coordinate City Clerk and City Attorney activities with other departments and outside agencies and organizations; as assigned, provide staff assistance to the City Manager and City Council; conducts research, performs analysis, and prepares and presents staff reports and other necessary correspondence; may assist with management review of Council agenda items Monitor and maintain compliance with pertinent federal, State, and local laws, codes, regulations, and ordinances; assist in implementing procedures to ensure compliance with applicable laws and regulations. Attachment C: Deputy City Manager Classification Develops and drafts a variety of City policies and procedures including operational procedures, administrative manuals, ordinances, and resolutions; performs policy analysis on anticipated programs. Collect, compile, and analyze information from various sources on a variety of topics, including proposed legislation; prepare comprehensive reports to present and interpret data; identify alternatives and make and justify recommendations. Collaborate with City departments and other staff as assigned on the status of pending project assignments; assist in ensuring timelines and given budgets are met. Develop and administer the City Manager, City Clerk, and City Attorney and City Council budgets; direct the forecast of additional funds needed for staffing, equipment, materials, and supplies; direct the monitoring of and approve expenditures; direct the preparation of and implement budgetary adjustments as necessary. Oversee Electronic Document Management System (EDMS) programs; implement and coordinate a comprehensive records management program and assist departments in the application and implementation of record management policies, procedures, and techniques. Investigate, resolve, and/or facilitate the resolution of problems encountered by residents and business owners. Serve as the City’s general Public Information Officer and coordinate efforts with public information officers in other departments. Explain and interpret City regulations and policies to employees, the public, and outside agencies. Respond to emergency and problem situations with tact and diplomacy. Oversee the City's public education efforts through development and execution of specific public information, public education and community relations programs, events, and procedures, including Citywide social media efforts and the City website; respond to requests from the media. As assigned, represent the City in relations with the community, advisory committees, authorities, other local, city, county, state, and federal agencies, and professional organizations; serve on committees as assigned; coordinate special events; represent the City in discussions regarding municipal operations. Initiate and write press releases, public service announcements, articles, speeches and position papers on City activities, programs and policies; determine methods of presentation and distribution. Chairs or participates in standing or ad hoc committees of substantial importance to the overall direction of city operations or relating to special issues facing the City. Manage the operations of the City’s public cable channel; produce programs for broadcast, including the production, direction, and telecast of City Council meetings. OTHER JOB RELATED DUTIES Perform related duties and responsibilities as required JOB RELATED AND ESSENTIAL QUALIFICATIONS Knowledge of: Advanced principles and practices of municipal government, including budget preparation and administration. Principles and practices of government public relations/public education including the use of social media and maintenance of a website; time management and meeting deadlines; record keeping; professional letter writing; information gathering; and supervision, training, and performance evaluation. Organizational and management practices as applied to the analysis, evaluation, development, and implementation of programs, policies, and procedures. Pertinent Federal, State, and local laws, codes, and regulations. Consensus and team building techniques. Brown Act meeting laws and parliamentary procedures. Research and reporting methods, techniques, and procedures. Modern office procedures, methods, and computer software and hardware. Safe driving principles and practices. English usage, spelling, grammar and punctuation. Skill to: The core competencies related to supervision, leadership, and management including consensus building and team building. Managing projects and programs. Prioritizing and assigning work. Operate modern office equipment including computer equipment. Operate a motor vehicle safely. Communicate clearly and concisely, both orally and in writing. Ability to: Perform responsible, difficult, and confidential administrative work involving the use of independent judgment and personal initiative, with minimal supervision and direction. Effectively administer, prioritize, and manage a variety of departmental and Citywide programs, activities, and special assignments. Develop and administer budgets. Interpret and apply Federal, State, City and departmental laws, policies, procedures, and regulations. Identify and analyze problems; identify alternative solutions; project consequences of proposed actions; and implement recommendations in support of goals. Initiate, prepare, and distribute effective public education materials; develop and implement public education programs. Evaluate and develop improvements in operations, procedures, policies, and methods. Understand the organization and operation of the City, the City Council, City Manager’s Office, all departments, and outside agencies as necessary to carry out assignments. Establish, maintain, and foster positive and harmonious working relationships with those contacted in the course of work. Follow oral and written instructions and convey same to subordinates, committee members, and other staff in the organization. Work extended hours, including some nights, weekends, and holidays, in order to accomplish assignments and to attend City meetings and events. Minimum Qualifications: Experience/Training: Any combination of education and/or experience that has provided the knowledge, skills, and abilities necessary for successful job performance. Example combinations include: Bachelor's Degree from an accredited college or university with major course work in Public or Business administration, or a related field plus five (5) years of responsible professional level administrative and analytical experience in the field of government including three (3) years of supervisory experience. Equivalent to a Master’s Degree in public administration or a related field is highly desirable. License or Certificate: Possession of an appropriate, valid driver's license. Special Requirements: Essential duties require the following physical abilities and work environment: Ability to work in a standard office environment; ability to travel to different sites and locations. Effective Date: December, 2019 City Clerk Technician Deputy City Clerk Assistant City Clerk DEFINITION Under administrative direction or general supervision of the Deputy City Manager or designee, to perform a variety of highly responsible, complex, and administrative support in the operations of the City Clerk and City Attorney functions of the City Manager’s Office. DISTINGUISHING CHARACTERISTICS City Clerk Technician – This is the entry level in the class series. Positions at this level usually perform most of the duties required of the positions at the Deputy City Clerk level, but are not expected to function at the same skill level. Incumbents usually exercise less independent discretion and judgment in matters related to work procedures and methods. Work is usually supervised while in progress and fits established structure or pattern. Exceptions or changes in procedures are explained in detail as they arise. Since this class is used as an entry-level class, employees will have the minimum qualifications but may have only limited or no directly related work experience. Deputy City Clerk– This is the intermediate level in the class series. Positions at this level are distinguished from the City Clerk Technician level by the performance of the full range of duties as assigned, working independently, and exercising judgment and initiative. Positions at this level receive only occasional instruction or assistance as new or unusual situations arise, and are fully aware of the operating procedures and policies of the work unit. Position in this class are flexibility staffed and positions at the Deputy City Clerk level may be filled by advancement from the City Clerk Technician level with two years of increasingly responsible legal, election, and/or records management experience, sufficient funding, and successful performance reviews. When filled from the outside, the employee is required to have prior related experience, which allows the employee to meet the qualification standards for the Deputy City Clerk level. Assistant City Clerk– This is the journey level in the class series. Positions at this level are distinguished from the Deputy City Clerk level by requiring more experience than the Deputy City Clerk level. Positions in this class series are flexibly staffed and may be filled by advancement from the Deputy City Clerk with five years of increasingly responsible legal, election, and/or records management experience, sufficient funding, and successful performance reviews. When filled from the outside, the employee is required to have prior related experience, which allows the employee to meet the qualification standards for the Assistant City Clerk level. SUPERVISION EXERCISED City Clerk Technician Attachment D: City Clerk Series Classification Does not exercise any supervision. Assistant City Clerk & Deputy City Clerk May exercise technical supervision over lower level staff. EXAMPLES OF IMPORTANT AND ESSENTIAL DUTIES Perform a variety of administrative and support tasks for the City Clerk and City Attorney functions. Assist in managing official record keeping for the City; legal administrative work; establishing record keeping systems including files and other storage or retrieval systems. Attend City Council meetings and record all official proceedings; prepare minutes and other documents; direct the publication, filing, indexing and safekeeping of all proceedings of the City Council; prepare minute orders, resolutions, agreements, proclamations, and ordinances in draft or final form; coordinate the review and approval of official actions with the City Council, the City Manager, the City Attorney, citizens, community groups, and others. Maintain custody of official records and archives of the City, including ordinances, resolutions, contracts, agreements, deeds, insurance, and minutes; certify copies as required; oversee the indexing, filing, and scheduling of documents for microfilming or other technological record keeping systems. Assist staff and the public with questions regarding official documents or actions of the City; explain policies and procedures related to document storage and other matters. Plan and conduct municipal elections; ensure conformance to election and government code; advise candidates, City officials, and designated employees of Political Reform Act filing requirements; serve as filing officer for the Fair Political Practices Commission; administer the City's Conflict of Interest Code; maintain documents for public inspection; order and maintain election supplies and equipment; respond to questions regarding campaign reporting requirements; work with the Registrar of Voters during election process; coordinate election management reporting through modem with the Registrar of Voters. Receive and process formal petitions relating to initiatives, referendums, or recalls; examine and certify results; receive and process petitions relating to matters pertaining to the City. Assume responsibility for the preparation, organization, printing and distribution of the agenda and agenda packet materials for City Council and other meetings. Prepare staff reports and legal documents for consideration at City Council meetings. Serve as the Electronic Document Management System (EDMS) Coordinator and manage the activities relating to the City’s centralized records management program; prepare and maintain records retention schedules Prepare and file misdemeanor criminal complaints, and miscellaneous pleadings with Courts; provide assistance and paralegal support to outside counsel on lawsuits as assigned. Process and review subpoenas for records and employee appearances for hearings, depositions, or related legal matters. Support City Attorney activities with other departments and outside agencies, and provide staff assistance to the City Attorney. Coordinate, prepare, and maintain various codes and materials including the Municipal Code and the City's administrative, procedural, and committee manuals. Prepare comprehensive and concise reports and summaries to present and interpret data, identify alternatives, and make recommendations. Maintain the City's Municipal Code; determine placement and assign new article/section numbers to new revisions/additions to the Municipal Code. Execute official City documents; maintain custody of City Seal; administer and file oaths of office and oaths of allegiance. Provide official notification to the public regarding public hearings, including legal advertising of notices. Respond to citizen inquiries; establish, maintain, and foster positive professional relationships with those contacted in the course of work. Research and prepare data for City Council, staff members, other governmental agencies, citizens, and news media; answer questions and give out information on the telephone, by correspondence, and in person. Officiate at bid openings; direct the preparation of contracts and agreements between the City and bidders. Attend and participate in professional group meetings; stay abreast of new trends and innovations in the field of municipal government. Assist in the preparation and monitoring of the City Clerk and City Attorney budget. OTHER JOB RELATED DUTIES Perform related duties and responsibilities as assigned. JOB RELATED AND ESSENTIAL QUALIFICATIONS City Clerk Technician Knowledge of: Organization and function of municipal government. Modern office procedures, methods and computer equipment. Pertinent Federal, State, and local laws, codes, and regulations. English usage, spelling, vocabulary, grammar and punctuation. Basic mathematical principles. Principles and procedures of record keeping. Records management functions and the City’s official record keeping system. Principles and practices of records management, including records retention law. Filing methods, systems and equipment used in storing, retrieving and updating City records. Legal terminology and the forms and documents used in legal secretarial work. Legal procedures and practices involved in composing, processing and filing a variety of legal documents. Skill to: Operate modern office equipment including computer equipment, document imaging equipment, microfilm, computers and printers Type at a speed of 45 words per minute within one year of appointment and enter data at a speed necessary for successful job performance. Transcribe recorded dictation. Ability to: Learn, interpret, and apply pertinent Federal, State, and local laws, codes, and regulations including administrative and departmental policies and procedures. Use independent judgment, initiative, and problem solving skills in the application and follow through on decisions. Understand the organization and operation of the City and of outside agencies as necessary to assume assigned responsibilities. Provide information and organize material in conformance with policies and legal requirements. Interpret a variety of public documents including contracts and ordinances. Participate in the retention and destruction of official records in accordance with applicable laws and regulations. Prepare and maintain accurate and complete records. Prepare official minutes, resolutions, and ordinances. Prepare clear and concise reports. Respond to questions from the public and City personnel regarding policies and procedures for the assigned area. Coordinate the retention/destruction of official records in accordance with applicable laws and regulations. Interpret and apply administrative and departmental policies and procedures. Minimum Qualifications: Experience/Training: Any combination of education and/or experience that has provided the knowledge, skills, and abilities necessary for successful job performance is qualifying. An example would be two (2) years of increasingly responsible legal administrative secretarial, administrative assistant, internship, or related experience. Equivalent to the completion of the twelfth grade supplemented by specialized training and course work in management, business administration, office practices, or a related field. A Bachelor’s degree from an accredited college or university in public administration, business administration, or a related field is highly desirable. License or Certificate: Possession of, or ability to obtain, Certified Records Manager designation. Deputy City Clerk & Assistant City Clerk In addition to the qualifications for City Clerk Technician: Knowledge of: Applicable Federal, State and local laws, codes, and regulations, including the Brown Act, Public Records Act, Freedom of Information Act, and standard legal references and their contents. Practices used in minute taking and preparation. Modern principles and practices of program development and administration. Legal procedures and practices involved in composing, processing and filing a variety of legal documents. Election laws, political reform requirements, and procedures for administering municipal elections. Principles of business letter writing and report preparation. Principles and procedures of records management. Skill to: Transcribe recorded minutes. Ability to: Provide information and organize material in conformance with policies and legal requirements. Interpret and apply the policies, procedures, laws, codes, and regulations pertaining to assigned programs and functions. Interpret a variety of public documents including contracts and ordinances. Participate in the retention and destruction of official records in accordance with applicable laws and regulations. Plan and organize work to meet schedules and deadlines. Prepare and maintain accurate and complete records. Prepare official minutes, resolutions, and ordinances. Compose correspondence independently. Communicate clearly and concisely, both orally and in writing. Establish, maintain, and foster positive and harmonious working relationships with those contacted in the course of work. Learn, interpret, and apply pertinent Federal, State, and local laws, codes, and regulations including administrative and departmental policies and procedures. Plan, coordinate, and conduct municipal elections. Identify and respond to City Council issues, and community concerns and needs. Minimum Qualifications: Experience/Training Deputy City Clerk - Any combination of education and/or experience that has provided the knowledge, skills, and abilities necessary for successful job performance is qualifying. An example would be three (3) years of increasingly responsible City Clerk experience involving taking and transcribing minutes of meetings, maintain complex files, and explaining policies, procedures, and regulations to staff or the public. A Certified Municipal Clerk or Master Municipal Clerk designation is preferred. A Bachelor’s degree from an accredited college or university in public administration, business administration, or a related field is highly desirable. Assistant City Clerk - Any combination of education and/or experience that has provided the knowledge, skills, and abilities necessary for successful job performance is qualifying. An example would be five (5) years of increasingly responsible City Clerk experience planning and conducting municipal elections, reviewing City documents and contracts, and maintaining the City’s Municipal code and official records. A Certified Municipal Clerk or Master Municipal Clerk designation is preferred. A Bachelor’s degree from an accredited college or university in public administration, business administration, or a related field is highly desirable. License or Certificate: Possession of, or ability to obtain, an appropriate, valid driver's license. Possession of, or ability to obtain within one year of date of hire, a Notary Public certificate. Special Requirements: Essential duties require the following physical skills and work environment: Ability to work in a standard office environment; availability to attend evening meetings; ability to travel to different sites and locations. Effective Date: January, 2020 DATE DESCRIPTION 09.18.19 Initial Drawing 09.27.19 R1 Drawing 10.03.19 R2 Drawing 10.15.19 R3 Drawing 10.18.19 R4 Drawing 00.00.19 Enter Text 00.00.19 Enter Text 00.00.19 Enter Text 00.00.19 Enter Text 00.00.19 Enter Text 00.00.19 Enter Text PATH:www.WorkspaceInteriorsOD.com DISCLAIMER: ALL DRAWINGS ARE PROPERTY OF WORKSPACE INTERIORS. NO DOCUMENTS SHALL BE COPIED, ALTERED OR SHARED WITH ANY THIRD PARTY WITHOUT EXPRESS WRITTEN CONSENT FROM WORKSPACE INTERIORS. THESE ARE NOT CONSTRUCTION DOCUMENTS. ALL DIMENSIONS ARE RELATED TO FURNITURE ONLY. SCALE: SALES: DESIGNER: CITY OF ARCADIA CITY MANAGER ARCADIA, CA PROJECT # 9579 N.T.S. M. BENNETT C. SWISHERm:\omworkspace\project folder\2019 prj\c\city of arcadia\td 479920 city manager recon\design\101519 city of arcadia city manager recon.dwgDoor to Outside Door to Outside Attachment E: City Manager's Office Remodel DATE DESCRIPTION 09.18.19 Initial Drawing 09.27.19 R1 Drawing 10.03.19 R2 Drawing 10.15.19 R3 Drawing 10.18.19 R4 Drawing 00.00.19 Enter Text 00.00.19 Enter Text 00.00.19 Enter Text 00.00.19 Enter Text 00.00.19 Enter Text 00.00.19 Enter Text EXISTING FURNITURE IN THIS AREA REPLACE EXISTING CLEVER BOW FRONT DESK WITH CLEVER RECEPTION DESK PRINTER 24X243'-4" 6'9'-41 2"6' 21'-10" WAVEWORKS PRODUCT USED IN THIS 2-PERSON SPACE. FINISH WILL MATCH EXISTING CLEVER PRODUCT, HOWEVER STYLE WILL BE SLIGHTLY DIFFERENT. THIS CHANGE IN SERIES WAS DUE TO THE TYPE OF STORAGE REQUESTED IN THIS SPACE & CLEVER WAS LIMITED IN IT'S PRODUCT OFFERING. 12'-21 4" 17'-73 4" TALLER END PANEL ON RECEPTION DESK HERE WILL BLOCK USE OF EXISTING TACKBOARD THAT IS MOUNTED TO THE WALL 3'-21 2" 8'-93 4" 2" 2' 16'-8" 3'-8" OPTION #2NAC17TLLNAC17TLLANAC17TLLNAC17TLLANAC17TLLA NAC17TLLNAC17TLLANAC17TLLAPRIVATE OFFICE DOOR PLACED ALONG THIS WALL, LOCATION SHOWN IS APPROXIMATE 9'-61 4" 4'-01 2" THIS SPACE SHOULD BE AT LEAST 3'-8" TO BE CONSIDERED AN AISLE FOR 3+ PEOPLE. LAYOUT DOES NOT MEET CODE REQUIREMENTS. EXISTING FURNITURE IN THIS AREA ADA HEIGHT BUILD-UP UNIT TO BE PLACED HERE. COUNTERTOP COULD ALSO BE ADDED TO THIS UNIT IF DESIRED. CUSTOM LIBRARY STYLE SWING DOOR TO BE MOUNTED TO DESK HERE 8'-53 4"9'-11 4" ADA HEIGHT UNIT SPECIFIED IN ALL LAMINATE, WHILE RECEPTION DESK HAS LAMINATE SURFACE & WOOD VENEER CHASSIS PATH:www.WorkspaceInteriorsOD.com DISCLAIMER: ALL DRAWINGS ARE PROPERTY OF WORKSPACE INTERIORS. NO DOCUMENTS SHALL BE COPIED, ALTERED OR SHARED WITH ANY THIRD PARTY WITHOUT EXPRESS WRITTEN CONSENT FROM WORKSPACE INTERIORS. THESE ARE NOT CONSTRUCTION DOCUMENTS. ALL DIMENSIONS ARE RELATED TO FURNITURE ONLY. SCALE: SALES: DESIGNER: CITY OF ARCADIA CITY MANAGER ARCADIA, CA PROJECT # 9579 1/4" = 1'-0" M. BENNETT C. SWISHERm:\omworkspace\project folder\2019 prj\c\city of arcadia\td 479920 city manager recon\design\101519 city of arcadia city manager recon.dwg FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 FY 2025 SOURCES Beginning Balance Balance 0 (36,160)42 29,767 53,670 71,720 Total Beginning Balance -$ (36,160)$ 42$ 29,767$ 53,670$ 71,720$ Savings Chief Deputy City Clerk Savings - 6 mos 88,55000000 Chief Deputy City Clerk Savings - 12 mos 0 180,231 183,836 187,513 191,263 195,088 Total Savings 88,550$ 180,231$ 183,836$ 187,513$ 191,263$ 195,088$ TOTAL SOURCES 88,550$ 144,071$ 183,878$ 217,280$ 244,933$ 266,808$ USES Expenditures Deputy City Clerk - 6 mos 3,37100000 Assistant City Clerk - 6 mos 3,52200000 Deputy City Manager - 6 mos 8,73200000 Deputy City Clerk - Ongoing 0 7,215 7,720 7,874 8,032 8,192 Assistant City Clerk - Ongoing 0 7,537 8,064 8,226 8,390 8,558 Deputy City Manager - Ongoing 0 18,687 19,995 20,895 21,313 21,739 Management Aide - Ongoing 0 110,590 118,332 126,615 135,478 141,575 Construction - One Time 78,29400000 Furniture - One Time 30,79100000 Total Expenditures 124,710$ 144,029$ 154,111$ 163,610$ 173,213$ 180,064$ Ending Balance Balance (36,160)42 29,767 53,670 71,720 86,744 Total Ending Balance (36,160)$ 42$ 29,767$ 53,670$ 71,720$ 86,744$ TOTAL USES (36,160)$ 144,071$ 183,878$ 217,280$ 244,933$ 266,808$ Attachment F: Reorganization Source & Use Statement