10/11/2021 Personnel Commission Regular Agenda PacketCITY OF GILROY
PERSONNEL COMMISSION AGENDA
Gilroy City Hall – Administrative Services Conference Room
7351 Rosanna Street, Gilroy, CA 95020
Monday, October 11, 2021 at 5:30 p.m. – Regular Meeting
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Catherine Cummins, Chair Annie Tomasello, Vice Chair
Robin Bronze, Commissioner Nita Edde-Mitchell, Commissioner Sholly Nicholson, Commissioner
Public comment will be taken on any agenda item before action is taken by the Personnel Commission. Persons speaking on any
matter are requested, but not required to state their name. Public testimony is subject to reasonable regulations, including, but
not limited to, time restrictions for each individual speaker.
Materials related to an item on this agenda submitted to the Personnel Commission after distribution of the agenda packet
are available for public inspection with the agenda packet in the lobby of Administration at City Hall, 7351 Rosanna Street
during normal business hours. These materials are also a vailable with the agenda packet on the City website at
www.cityofgilroy.org
A Closed Session may be called during this meeting pursuant to Government Code Section 54956.9(b)(1) if a point has
been reached where, in the opinion of the Personnel Commission of the City on the advice of its legal counse l, based on
existing facts and circumstances, there is a significant exposure to litigation against the City.
Public comments will be taken at the beginning of the meeting for items not on the agenda and on agenda items before
action is taken by the Personnel Commission. Comments may be provided in-person at the meeting or may be emailed by
no later than 1:00 p.m. on the day of the meeting to LeeAnn.McPhillips@cityofgilroy.org. IMPORTANT: identify the
Agenda Item Number or PUBLIC COMMENT in the subject line of your email. The Clerk will read the first three
minutes of each email into the public record.
In compliance with the American Disabilities Act (ADA), the City will make reasonable arrangements to ensure accessibility to
this meeting. If you need special assistance to participate in this meeting, please contact the Human Resources Director 72 hours
prior to the meeting at (408) 846-0228.
Materials related to an item on this agenda submitted to the Personnel Commission after distribution of the agenda packet
are available for public inspection with the agenda packet on the City website at www.cityofgilroy.org/AgendaCenter
1) OPENING
A) Call Meeting to order (Chairperson Cummins)
KNOW YOUR RIGHTS UNDER THE GILROY OPEN GOVERNMENT ORDINANCE
Government’s duty is to serve the public, reaching its decisions in full view of the public.
Commissions, task forces, councils and other agencies of the City exist to conduct the people’s
business. This ordinance assures that deliberations are conducted befor e the people and that City
operations are open to the people’s review.
FOR MORE INFORMATION ON YOUR RIGHTS UNDER THE OPEN GOVERNMENT
ORDINANCE, TO RECEIVE A FREE COPY OF THE ORDINANCE OR TO REPORT A
VIOLATION OF THE ORDINANCE, CONTACT THE OPEN GOVERNMENT C OMMISSION
STAFF AT (408) 846-0204/cityclerk@cityofgilroy.org.
B) Roll Call (HR Director, LeeAnn McPhillips)
C) Report on Posting of the Agenda (HR Director, LeeAnn McPhillips)
2) COMMUNICATIONS BY MEMBERS OF THE PUBLIC FOR ITEMS NOT ON THE AGENDA
Public comment by members of the public on items NOT on the agenda, but within the subject matter
jurisdiction of the Personnel Commission. Please limit your comments to three (3) minutes. (This portion of the
meeting is reserved for person desiring to address the commission on matters not on the agenda. The law does not
permit Commission action or extended discussion of any item not on the agenda except under special
circumstances. If Commission action is requested, the Commission may place the matter on a future agenda.)
3) APPROVAL OF MINUTES
A) Approval of Minutes for the Meeting of July 15, 2021 (report attached)
4) HUMAN RESOURCES DIRECTOR’S REPORT
5) INFORMATIONAL ITEMS
A) Recruitment and Employment Status Report (report attached)
B) City Workforce COVID-19 Update
C) Personnel Commission Annual Presentation to City Council – Scheduled for December 6, 2021
6) NEW BUSINESS
A) Updates to the Job Description of Finance Manager (report attached)
B) Updates to the Job Description of Financial Analyst and Re-Establish Placement on Salary Schedule
(report attached)
C) Updates to the Job Description of Deputy Director of Public Works (report attached)
7) FUTURE PERSONNEL COMMISSION BUSINESS
A) Updates to the Job Description of Police Records Supervisor
8) MEETING ADJOURNMENT
NEXT MEETING OF THE PERSONNEL COMMISSION
The next regularly scheduled meeting of the Personnel Commission is Monday, November 8, 2021 at 5:30 p.m.
MEETING SCHEDULE
The City of Gilroy Personnel Commission meets regularly on the second Monday of each month at 5:30 p.m.
If a holiday should fall on the regular meeting date, the meeting will be rescheduled to the following Monda y.
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City of Gilroy
PERSONNEL COMMISSION
MINUTES
July 15, 2021 Special Meeting – DRAFT MINUTES
Members Present Members Absent
Robin Bronze
Catherine Cummins
Nita Edde-Mitchell
Sholly Nicholson
Annie Tomasello
I. REPORT ON POSTING THE AGENDA AND ROLL CALL
Chairperson Cummins called the meeting of July 15, 2021 to order at 6:03 p.m. Human Resources
Director McPhillips reported that the agenda was posted on July 12, 2021 at 5:28 p.m. Roll call was
taken noting that Commissioners Bronze, Cummins, Edde-Mitchell, Nicholson, and Tomasello were
present.
II. COMMUNICATIONS BY MEMBERS OF THE PUBLIC FOR ITEMS NOT ON THE
AGENDA- None.
III. APPROVAL OF MINUTES
A. For the meeting dated June 14, 2021 – on a motion from Sholly Nicholson, seconded by
Commissioner Tomasello, the minutes for the June 14, 2021 meeting were approved on 5-0 vote.
IV. HUMAN RESOURCES DIRECTOR’S REPORT – Human Resources Director McPhillips
provided an update on the staffing in the Human Resources Department.
V. INFORMATIONAL ITEMS
A. Recruitment & Employment Status Report – report on recruitment activity was reviewed with
Commission; questions answered; report received.
B. City Workforce Covid-19 Update – brief report provided on how the city is addressing the
Covid-19 issues with employees and our upcoming reopening plans.
VI. NEW BUSINESS
A. Reclassification of Mike Blundo to the position of Senior Equipment Mechanic. Staff report
provided by Human Resources Director; questions answered; Commissioner Bronze made the
following combined motion:
a. Motion to approve the job description of Senior Equipment Mechanic
b. Motion to add the classification of Senior Equipment Mechanic to the AFSCME General
Unit Salary Schedule at Range 51
c. Motion to reclassify Mike Blundo to the position of Senior Equipment Mechanic effective
July 1, 2021
Commissioner Nicholson seconded the motion; motion passed 5-0.
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B. Reclassification of Carina Baksa to the position of Senior Management Analyst. Staff report
provided by Human Resources Director; questions answered; Commissioner Tomasello made the
following combined motion:
a. Motion to add the position of Senior Management Analyst to the Gilroy Management
Association salary schedule with the annual salary range of $91,236 - $121,668
b. Motion to reclassify Carina Baksa to the position of Senior Management Analyst effective
July 1, 2021
Commissioner Bronze seconded the motion; motion passed 5-0.
C. Reclassification of Denise King to the position of Management Analyst. Staff report provided by
the Human Resources Director; questions answered; Commissioner Nicholson made the following
motion:
a. Motion to reclassify Denise King to the confidential, unrepresented position of
Management Assistant for the Administrative Services & Human Resources/Risk
Management Department effective July 1, 2021.
Commissioner Tomasello seconded the motion; motion passed 5-0.
D. Updates to the job description for the position of Police Crime Analyst. Staff report provided by
the Human Resources Director; questions answered; Commissioner Edde-Mitchell made a motion
to approve the updates to the job description for the position of Police Crime Analyst; seconded by
Commissioner Bronze; motion passed 5-0.
VII. FUTURE PERSONNEL COMMISSION BUSINESS
VIII. ADJOURNMENT - the meeting adjourned at 6:42 p.m. on motion from Commissioner Tomasello,
seconded by Commissioner Nicholson; motion passed 5-0.
Respectfully Submitted,
LeeAnn McPhillips
LeeAnn McPhillips
Human Resources Director/
Staff to the Personnel Commission
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CITY OF GILROY
RECRUITMENT AND EMPLOYMENT STATUS REPORT
Recruitments Posted
as of October, 2021
Date Open Date Closed # to Fill Status/
Interview/Assessment
Date
# of
Applications
as of 10/8/21
Lateral Firefighter
(Licensed Paramedic)
2/22/21 Continuous Total of 4 Accepting & screening
applications; scheduling
interviews
5
Facilities
Maintenance
Specialist
9/14/21 10/10/21 1 Accepting applications 12
PT Office Assistant
(Fleet/Facilities;
Traffic; Youth Task
Force)
9/20/21 10/17/21 3 Accepting applications 52
PT Clerical High
School Work
Experience Student
10/7/21 10/31/21 1 Accepting applications 3
Customer Service
Manager –
Community
Development
9/24/21 10/24/21 1 Accepting applications 4
Finance Analyst 9/13/21 10/22/21 1 Accepting applications 7
Management Analyst
(CD and PW)
9/17/21 10/17/21 2 Accepting applications 8
PT/Temp Network
Administrator
Open Until
Filled
1 Accepting & screening
applications
3
Recreation Leader
Preparing job flyer
Police Officer – All
Levels
Preparing job flyer
Recruitments in Process – October, 2021 Status
Police Officer – Lateral 1 candidate in background check
Police Officer – Academy Graduate 2 candidates in background check; 1 in final pre-hire steps
Police Officer Trainee 1 candidate in background; 1 in Academy
Public Safety Communicator Trainee 2 for department interview process
Firefighter Trainee (Licensed Paramedic) 2 in final hiring steps; Academy start date 10/18/21
Page 2 of 3
Recruitments in Process – October, 2021 Status
Program Administrator Finalist in background check
City Clerk Sub-Committee interviews 10/15/21
Deputy Director of Public Works Interviews scheduled for 10/18/21
Engineering Technician /Inspector II 1 candidate in final pre-hire steps; 1 candidate in
background check
Permit Technician Interviews scheduled for 10/19/21
PT Maintenance Worker Assistant Rehire candidate in final pre-hire steps
Finance Manager Interviews scheduled for 10/11/21
Fire Administration Technician Interviews scheduled for 10/19/21
Hiring/Promotion/Separation Information (July 12, 2021 – October 8, 2021)
HIRES/PROMOTIONS:
NAME JOB CLASSIFICATION DATE OF HIRE
CHERYL KOURETAS SENIOR HUMAN RESOURCES ANALYST 07/15/2021
CASEY MAIN FIRE ENGINEER (PROMOTION) 07/20/2021
KARINE DECKER MANAGEMENT ANALYST - ECONOMIC
DEVELOPMENT 08/02/2021
JASON DAVALOS HUMAN RESOURCES ANALYST 08/04/2021
BAILEY BOYD-PITTS REC LEADER II-YOUTH CENTER 08/05/2021
SAMANTHA SCHUCK PUBLIC SAFETY COMMUNICATOR 08/09/2021
ZINNIA MENCHACA-NAVARRO OFFICE ASSISTANT II 08/09/2021
ROBERT BASUINO POLICE CORPORAL (PROMOTION) 08/09/2021
JAVIER MARTINEZ RECREATION SPEC - YOUTH CENTER 08/11/2021
DOUGLAS REMMICK POLICE CORPORAL (PROMOTION) 08/11/2021
ANGEL VELASQUEZ POLICE OFFICER 08/13/2021
DANIEL PINEDA POLICE CORPORAL (PROMOTION) 08/13/2021
VALENTIN LAZARO EQUIPMENT MECHANIC 09/13/2021
CLAYTON OLD ELK JR. RECREATION SPECIALIST - YOUTH SPORTS 09/13/2021
MARIA RAMIREZ ENGINEER I 09/19/2021
JOSE CEDANO III ENGINEER I 09/20/2021
JESSICA GAETA P/T OAI - RECREATION 09/21/2021
MATTHEW AVILLA POLICE OFFICER 10/01/2021
JOSHUA DALY FIREFIGHTER/PARAMEDIC 10/05/2021
JEREMY DANCE FIREFIGHTER/PARAMEDIC 10/06/2021
LAMAR TURNER FIREFIGHTER/PARAMEDIC 10/07/2021
Page 3 of 3
SEPARATIONS:
NAME JOB CLASSIFICATION DATE OF
SEPARATION
ETHAN OGLE FIREFIGHTER (LICENSED PARAMEDIC) 07/26/2021
SARA SOTO ANZOATEGUI ENGINEER I 08/06/2021
CARRERA ROBERT MANAGEMENT ANALYST 08/06/2021
HONORA EJE REC LEADER I -YOUTH CENTER 08/07/2021
JULIE WYRICK CUSTOMER SERVICE MANAGER COMMUNITY
DEVELPOMENT 09/16/2021
DANIEL MCELROY SENIOR MAINTENANCE WORKER-WATER 10/01/2021
JASON KADLUBOSKI POLICE SERGEANT 10/04/2021
CITY OF GILROY
PERSONNEL COMMISSION
STAFF REPORT
Date: October 11, 2021
To: Personnel Commission
Staff: LeeAnn McPhillips, Human Resources Director/Risk Manager
Subject: Approve Updates to the Job Description for Finance Manager
SUMMARY:
The vacant position of Finance Manager was frozen during the Covid-19 position reductions in 2020. In
addition, the position of Revenue Officer was elimi nated. With the FY 22 and 23 budget, the Finance Manager
position was funded. Prior to beginning the recruitment process, staff completed an evaluation of the job
description. Given the elimination of other management level positions in the Finance Department coupled
with the implementation of the Enterprise Resources P lanning system, edits were needed to bring the job
description current. Proposed edits to the attached Finance Manager job description are shown in track
changes format. New wording is displayed in underline format and wording to be removed is displayed in
strikethrough format.
There are no changes to the salary range established for this position ($110,904 - $147,888).
This position is currently under recruitment noting the pending updates to the job description.
RECOMMENDED ACTIONS:
Staff recommends that the Personnel Commission take the following action:
1. Approve the updates to the job description for the position of Finance Manager.
Respectfully Submitted,
LeeAnn McPhillips
_______________________________________________________
LeeAnn McPhillips
Administrative Services & Human Resources Director/Risk Manager
City of Gilroy Approved by Personnel CommissionDRAFT
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FINANCE MANAGER
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FINANCE DEPARTMENT
FINANCE MANAGER
GENERAL DUTIES: Under general direction of the Finance Director, is directly responsible for
functions within the accounting, budget, purchasing, payroll, utility billing, and/or payroll units, and
in the absence of the Director, assumes the responsibility for all Finance Department operations. The
Finance Manager is a confidential, unrepresented, exempt-level position that provides analytical
data, information, and reports in support of the City’s labor negotiations function.
GENERAL REQUIREMENTS:
Personal Appearance - Is appropriate for the work environment and meets expectations for the
proper image of the City, as per Department policy.
Attendance - Follows Department/City policy in regards toin regard to punctuality and attendance.
Compliance with Work Instructions - Follows all work instructions given, andgiven and completes
all assigned duties. Follows the policies, rules and regulations of the City and Department.
Safety - Follows the Safety and Health Handbook, as well as other safety-related standards, and
avoids unnecessary risk to oneself, co-workers, citizenscitizens, and property.
Internal Relations - Conducts work in a manner which supports the overall team effort, and which avoids
disruption of one's work and the work of others. Treats all City employees with respect. Takes
responsibility to resolve differences. Finds solutions to problems. Respects racial, religious, ethnic and
gender identificationsexual differences of others, andothers and avoids derogatory statements regarding
these differences.
Customer Service - Conducts work that fosters public support for the City, that will lead to fewer complaints
and claims against the City. Treats customers with respect. Follows the same rules that on e expects the
customers to follow. Respects racial, religious, ethnic and sexualgender identification differences of others,
andothers and avoids derogatory statements regarding these differences.
ILLUSTRATIVE EXAMPLES OF WORK:
1. Manage one of the two finance divisions in the Finance Department: accounting or budget/revenue
which may include but not limited to: accounting and auditing, which includes general accounting,
budget, payroll, revenue, purchasing, and accounts payable; in the absence of the Finance Director,
assume the responsibility for managing all Finance Department operations. These include:
purchasing; utility billing; business licenses; general accounts receivable and collections.; and the
Information Technology division.
2. Implement policies and procedures in connection with the aforementioned activities; institute new and
revised procedures as appropriate; and recommend modifications to existing policies and the
establishment of new policies to the Finance Director.
3. Supervise or provide for the supervision of assigned unit staff. and for all Department staff
City of Gilroy Approved by Personnel CommissionDRAFT
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FINANCE MANAGER
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(accounting, finance, and information technology) in the absence of the Finance Director. This
encompasses: the assignment, prioritizationprioritization, and review of work; approval of time off;
staff evaluations; and the making of effective recommendations on all personnel actions. May assist
with supervising other department staff in the absence of the Finance Director.
4. Serve as the City’s purchasing coordinator and ensure adherence to the City’s purchasing policy by all
City departments and personnel.
5. Oversee, manage, and audit the City’s primary revenue sources, including, but not limited to, property,
sales, business license, utility user, and transient occupancy taxes and various other fee driven
revenues.
4.6. Prepare and post journal entries and budget amendments; and prepare accounting and management
reports.
5.7. Monitor the Fixed Asset Inventory; and coordinate the annual financial audit and Comprehensive
Annual Financial Report (CAFR).
6.8. Prepare, administeradminister, and manage grants received by the city from outside public and private
organizations.
7.9. Manage the preparation of interim and annual financial reports, andreports and manage the financial
reporting requirements of the City’s Federal and State grant programs.
10. Manage the preparation of the City’s biennial operating budget and associated financial reporting
requirements.
11. Analyze revenue and expenditure variances relative to the adopted budget and prepare periodic
management reports including recommendations.
12. Review staff reports relative to their fiscal/budget impact and work with other managers to resolve
problems and discrepancies.
8.13. Prepare multi-year revenue and expenditure projections.
14. Review the capital improvement plan for consistency with the biennial operating and capital budget.
9.15. Provide financial information (including financial system assistance) and guidance to other City
departments.
10.16. Manage the preparation of financial analysis and studies that could include: comprehensive fee
studies, cost allocation plans and indirect service charge allocations.
11.17. As necessary, conduct Division meetings and attend Department meetings; and represent the
Department or City at conferences and other meetings.
12.18. Perform related work as required.
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City of Gilroy Approved by Personnel CommissionDRAFT
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REQUIRED SKILLS, KNOWLEDGE AND ABILITIES:
SKILLS:
1. Customer service skills.
2. Technical skills in accounting, financial reporting, payroll, budgeting, grant management, and
fringe benefits.
3. Managerial skills for Division staff and operations.
4. Communication skills including written, verbal and computer skills.
KNOWLEDGE: Knowledge of:
1. GAAP and Government Accounting Standards Board (GASB) guidelines, and Office of
Management and Budget (OMB) Circular A-128.
2. Applications and principles of data processing in the performance of financial transaction
cycles, accounting records, fixed asset accounting and financial administration.
3. Finance best practices as identified by the Government Finance Officers
Association (GFOA), California Society of Municipal Finance Officers (CSMFO) and other
professional organizations.
4. Fiscal trends and current developments in city government.
5. Budgetary processes, controlscontrols, and systems.
6. Principles of personnel administration.
7. Office methods, systemssystems, and procedures.
ABILITIES: Ability to:
1. Effectively manage all assigned operating units, including supervision of personnel.
2. Acquire a thorough knowledge of Division and Department policies and procedures and a
working knowledge of applicable City policies and regulations.
3. Utilize automated information systems, including personnel computer applications.
4. Prepare accurate, conciseconcise, and comprehensive fiscal analysis and reports.
5. Communicate effectively, both in writing and verbally.
6. Work protracted or irregular hours.
City of Gilroy Approved by Personnel CommissionDRAFT
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7. Establish and maintain effective working relationships with those contacted in the course of
work.
8. Appropriately handle confidential information with tact and discretion.
MACHINES/TOOLS/EQUIPMENT UTILIZED:
When working in the office and in the field, the following items are used:
1. Computer keyboard and monitor
2. Laserjet or ink jet printer
3. Telephone
4. Copier
5. Calculator
6. 10-key adding machine
7. Facsimile machine
8. Multi-Function Machine
9. Microfiche reader
10. Polaroid or digital camera
11. Paper shredder
12. Specialized computer software
13. Automobile
PHYSICAL DEMANDS:
Under typical office conditions, employee will perform the following physical activities which
include handling files, books, binders and sometimes boxes of work-related material:
1. Sitting for prolonged periods of time working at a computer or attending meetings.
2. Walking
3. Standing
4. Kneeling
5. Bending/stooping
6. Twisting
7. Reaching
8. Carrying
9. Pushing/pulling
10. Lifting up to 25 lbs
11. Driving
12. Speed in meeting deadlines and using office equipment
SENSORY DEMANDS:
Under typical office conditions, employee utilizes these senses while using a computer, printer,
multi-function machine, telephone, fax machine, copier, calculator, adding machine, paper shredder,
paper cutter, cameracamera, and automobile:
1. Seeing
2. Hearing
City of Gilroy Approved by Personnel CommissionDRAFT
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3. Speaking
4. Touching
ENVIRONMENTAL AND FLOOR SURFACE CONDITIONS:
Office Conditions:
1. Indoors: Typical office conditions, up to 95% of the time.
2. Flooring: Low-level carpeting, linoleum, tile floors and some exposure to asphalt.
3. Noise Level: Conducive to office settings with phones, copiers, radiosradios, and printers.
4. Lighting: Conducive to normal office setting.
5. Ventilation: Provided by central heating and air conditioning.
6. Dust or Fumes: Normal, indoor levels associated with dust and odors from paper, ink pens,
copierscopiers, or other office-related equipment.
Field Conditions:
1. Outdoors: Typical conditions, traveling to meeting or seminars, less than 5% of the time.
2. Travel: Under varying conditions via automobile or plane, less than 5% of the time.
3. Lighting: Normal outdoor conditions, with possible exposure to extreme weather conditions.
4. Ventilation: Heating and air conditioning provided by a vehicle.
HAZARDS:
Mechanical or electrical exposure is minimal while properly using standard office equipment such as
a telephone, computer, multi-function machine, printer, copier, adding machine, fax machine, paper
shredder or paper cutter.
ATMOSPHERIC CONDITIONS:
Minimal exposure to fumes occurs in a typical office environment. Typical office exposure may
result from use of copiers, dry erase pens, liquid paper, toner cartridges, ink pens or other office
supplies and equipment.
REQUIREMENTS, TRAINING, EXPERIENCE AND QUALIFICATIONS:
1. Graduation from an accredited college or university with a Bachelor’s Degree in accounting,
finance, business administration, public administration, or other similar field of study.
2. Five years of increasingly responsible experience in accounting and financial reporting,
including at least two (2) years of supervisory and governmental accounting experience.
3. A Certified Public Accountant, Certified Public Finance Officers, or Certified Government
Finance Managers accreditation is highly desirable.
4. Possess and maintain a valid California Driver License and a safe driving record necessary to
operate assigned vehicle(s).
City of Gilroy Approved by Personnel CommissionDRAFT
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FINANCE MANAGER
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5. Pass an employment background check including a Department of Justice criminal record
check and a credit check.
6. Prefer non-tobacco user.
7. Bilingual (English/Spanish) desired, but not required.
CITY OF GILROY
PERSONNEL COMMISSION
STAFF REPORT
Date: October 11, 2021
To: Personnel Commission
Staff: LeeAnn McPhillips, Human Resources Director/Risk Manager
Subject: Approve Updates to the Job Description for Financial Analyst
SUMMARY:
The position of Financial Analyst was added to the Finance Department as part of the FY 22 and 23 budget
process. This classification had been used in the past, but was inactive. Prior to beginning the recruitment
process, staff completed an evaluation of the job description. Given changes that within the Finance
Department since this position was last active, some edits were needed to bring the description current.
Proposed edits to the attached Financial Analyst job description are shown in track changes format. New
wording is displayed in underline format and wording to be removed is displayed in strikethrough format.
There are no changes to the salary range placement that was previously established for this position. This
position aligns with the existing Management Analyst position with a range of $82,764 - $110,364. Staff
recommends this position be re-established on the on the Gilroy Management Association salary schedule
based on the prior placement and existing internal equity alignment.
Given the minor nature of the updates, this position is currently under recruitment noting the pending updates
to the job description.
This position falls within the Gilroy Management Association and the Association did not have any concerns
with the updates.
RECOMMENDED ACTIONS:
Staff recommends that the Personnel Commission take the following action:
1. Approve the updates to the job description for the position of Financial Analyst.
2. Approve the placement of the Financial Analyst on the Gilroy Management Association salary schedule
with the range of $82,764 - $110,364.
Respectfully Submitted,
LeeAnn McPhillips
_______________________________________________________
LeeAnn McPhillips
Administrative Services & Human Resources Director/Risk Manager
City of Gilroy DRAFTApproved by Personnel Commission
October 202105
FINANCIAL ANALYST
Page 1 of 6
FINANCE DEPARTMENT
FINANCIAL ANALYST
GENERAL DUTIES: Under general supervision of the Finance Director, perform a variety of
professional level financial and accounting duties and budget analysis work for the Finance
Departmentivision. Duties will include primary responsibility for the maintenance and
administration of the financial system, performance of complex accounting entries and budgetary
oversight, coordination of non-routine finance projects, creation and maintenance of financial
reports, and analysis of other high-level financial issues. Additional work assignments including
assisting other departments are anticipated. This position is an exempt, mid-management level
position in the Gilroy Management Association employee group.
GENERAL REQUIREMENTS:
Personal Appearance - Is appropriate for the work environment and meets expectations for the
proper image of the City, as per department policy.
Attendance - Follows department/City policy in regards toin regard to punctuality and attendance.
Compliance with Work Instructions - Follows all work instructions given, and completes all
assigned duties. Follows the policies, rules, and regulations of the City and department.
Safety - Follows the Safety and Health Handbook, as well as other safety related standards, and
avoids unnecessary risk to oneself, co-workers, citizens, and property.
Internal Relations - Conducts work in a manner which supports the overall team effort, and which
avoids disruption of one's work and the work of others. Treats all City employees with respect.
Takes responsibility to resolve differences. Finds solutions to problems. Respects racial, religious,
ethnic and sexualgender identification differences of others and avoids derogatory statements
regarding these differences.
Customer Service - Conducts work that fosters public support for the City, that will lead to fewer
complaints and claims against the City. Treats customers with respect. Follows the same rules
that one expects the customers to follow. Respects racial, religious, ethnic and sexualgender
identification differences of others and avoids derogatory statements regarding these differences.
ILLUSTRATIVE EXAMPLES OF WORK:
1. Perform complex accounting entries and budgetary oversight.
2. Manage and coordinate non-routine projects as assigned.
2.3. Performs professional level functions associated with the management, monitoring, and
administration of the City-wide Debt Program, including assessment districts.Provide
accounting for tax assessment districts and debt service related to bonds.
3.4. Provide back-up and cross training to the Budget Analyst. Work with staff from all
departments to provide information and assist with financial data and analysis.
City of Gilroy DRAFTApproved by Personnel Commission
October 202105
FINANCIAL ANALYST
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4.5. Provide back-up to the Revenue Officer for the completion of theReview and update the
annual Fee Schedule.
6. Coordinate the annual financial audit process for the City.
5.7. Conducts and or coordinates cost studies; performs analysis of information and allocation
of charges.
6.8. Coordinate phases of budget process through the financial system, plus creation and
formatting of budget reports utilizing a report writer.
7.9. Analyze problems, evaluate alternatives, and implement creative recommendations.
8.10. Research past expenditures and project future changes using regression analysis and
historical trending.
9.11. Perform cash accounting and reconciliation duties.
10.12. Analyze and reconcile subsidiary, budgetary, and general ledger accounts.
11.13. Complete year-end audit tasks as assigned.
12.14. Assist with the coordination of programs and development of data on projects or problems
involving more than one department.
15. Develop annual budgets for assigned cost centers.
13.16. Provide support and serve as backup to Accounting Technician – Payroll performing full
range of duties related to timekeeping and payroll preparation, to ensure the timely and
accurate completion of payroll.
14.17. Perform other related duties as assigned.
REQUIRED SKILLS, KNOWLEDGE AND ABILITIES:
SKILLS:
1. Communicate effectively, both verbally and in writing.
2. Proficient in the use of a personal computer and various computer software.
3. Maintain accurate and detailed records and make accurate arithmetic calculations using
statistical and analytical skills.
4. Organizing work, setting priorities, meeting deadlines, and following-up on assignments
with a minimum of supervision and direction within established guidelines.
KNOWLEDGE: Knowledge of:
1. Principles, practices, and policies of City organization, administration, and management.
2. Financial management including government financing and budgeting, accounting theory
and practices, and public finance.
3. Accounting, auditing, financial forecasting, and budgeting principles and practices.
4. Governmental accounting principles, applicable laws and regulations, and financial
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reporting practices.
5. Statistical and analytical methods, techniques, and procedures.
6. Computer applications, including spreadsheet, database, word processing and presentation
software.
7. Basic management information system applications for accounting and budgeting
functions.
8. Project management
9. General customer service principles and practices.
ABILITIES: Ability to:
1. Analyze budgets and other financial data.
2. Manage multiple priorities.
3. Analyze complex problems, evaluate alternatives, and implement creative
recommendations.
4. Establish and maintain effective working relationships with Supervisor, co-workers, other
departments, outside agencies, and the general public.
5. Use independent judgment, within established guidelines, in the course of undertaking
assigned responsibilities.
6. Organize work, set priorities, meet deadlines, and complete assignments with minimal
supervision.
7. Provide technical and substantive direction to other staff members on financial matters.
8. Communicate effectively, both verbally and in writing.
9. Provide excellent customer service.
MACHINES/TOOLS/EQUIPMENT UTILIZED:
Typical office and field environments include the following:
1. Computer, keyboard, and monitor
2. LaserJet or ink jet printer
3. Telephone or headset
4. CopierMulti-Function (copy/fax/scan) machine
5. Calculator
6. 10-key adding machine
7. Facsimile machine
8. Optical character reader
9. Typewriter
10.9. Microfiche reader
11.10. Binding machine
12.11. Paper shredder
13.12. Paper cutter
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14.13. Presentation equipment, microphones, easels, overhead projectors, etc.
15.14. Specialized computer software
16.15. Automobile
PHYSICAL DEMANDS:
Under typical office or field conditions, employee will perform the following physical activities
which include handling files, books, binders, plans, and boxes of work-related material:
1. Sitting, for prolonged periods of time while working at a computer or attending meetings.
2. Walking
3. Standing, during Council meetings or other public presentations.
4. Kneeling
5. Bending/stooping
6. Twisting
7. Reaching
8. Carrying
9. Pushing/pulling, boxes of files or plans.
10. Lifting up to 25 lbs.
11. Driving
12. Speed, in meeting deadlines and in using office equipment.
SENSORY DEMANDS:
Under typical office and field conditions, employee utilizes these senses while using a computer,
typewriterMulti-Function machine, telephone, fax machine, copier, adding machine, postage
meter, paper shredder, paper cutter, microphone, overhead projector, easel, or automobile:
1. Seeing
2. Speaking/Hearing
3. Touching
4. Smelling
ENVIRONMENTAL AND FLOOR SURFACE CONDITIONS:
Office Conditions:
1. Indoors: Typical office conditions, over 90% of the time.
2. Flooring: Low level carpeting, linoleum, tile, wood, and some exposure to asphalt.
3. Noise Level: Conducive to office settings with phones, copiers, faxes, or typewritersMulti-
Function Machines.
4. Lighting: Conducive to normal office setting.
5. Ventilation: Provided by central heating and air conditioning.
6. Dust or Fumes: Normal, indoor levels associated with dust and odors from paper, blueprints,
ink pens, plan copier, copy machines, or other office-related equipment.
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Field Conditions:
1. Outdoors: Typical field conditions, less than 2% of the time.
2. Travel: Under varying conditions via automobile or plane, less than 8% of the time.
3. Flooring: Asphalt, grass, dirt, wood, carpeting, linoleum, tile, and uneven surfaces.
4. Noise Level: Minimal to low exposure to equipment noise when traveling in the field.
5. Lighting: Normal outdoor conditions, with some exposure to extreme weather conditions.
6. Ventilation: Heating and air conditioning provided by vehicle or plane.
7. Dust or Fumes: Normal to high outdoor levels of dust, pollen, or vehicle exhaust when
conducting surveys or research or when traveling.
HAZARDS:
Mechanical or electrical exposure is minimal while properly using standard office equipment
such as a telephone, computer, typewriterMulti-Function Machines, printer, copier, adding
machine, fax machine, radio, paper shredder, paper cutter, microphone, overhead projector, etc.
When traveling in the field, there is some exposure to mechanical hazards while utilizing a
vehicle.
ATMOSPHERIC CONDITIONS:
Minimal exposure to fumes occurs in the field, as well as in a typical office environment. Office
exposure to fumes or gases may occur due to the use of copiers, dry erase pens, liquid paper, toner
cartridges, ink pens, or other office supplies or equipment.
REQUIRED TRAINING, EXPERIENCE AND QUALIFICATIONS:
1. Bachelor's Degree from an accredited college or university with major course work in
Accounting, Finance, Public Administration, or a closely related field.
2. Three (3) years of responsible, professional work experience in the areas of Budgeting,
Accounting, and/or Finance. One (1) year of local government accounting or finance
experience that has included general accounting and budget responsibilities is preferred.
3. Demonstrated experience performing detailed analysis and preparation of reports related
to evaluation of financial data and budgetary compliance.
4. Experience in utilization of current personal computer Excel spreadsheet and Microsoft
word-processing applications.
5. Possess and maintain a valid California Driver License and a safe driving record necessary
to operate assigned vehicle(s).
6. Willingness to continue education and training by learning new skills as changes occur.
Expand skills by taking additional courses and attending seminars, workshops, and
individual study.
7. Pass an employment background check to include a Department of Justice criminal record
check and background check for employment.
Formatted: Indent: Hanging: 0.5", Space After: 6 pt
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8. May be required to pass a post-offer medical examination, which includes a drug test.
9. Prefer non-tobacco user.
10. Prefer bilingual (English/Spanish).
Formatted: Space After: 6 pt
CITY OF GILROY
PERSONNEL COMMISSION
STAFF REPORT
Date: October 11, 2021
To: Personnel Commission
Staff: LeeAnn McPhillips, Human Resources Director/Risk Manager
Subject: Approve Updates to the Job Description for Deputy Director of Public Works
SUMMARY:
The vacant position of Deputy Director of Public Works was frozen during the Covid-19 position reductions in
2020. With the FY 22 and 23 budget, this position was funded. Prior to beginning the recru itment process,
staff completed an evaluation of the job description. Due to some functional reorganizing that occurred in
2020, some minor edits were needed to bring the description current. The internal service functions of Fleet
and Facilities now fall under the Administrative Services De partment. Proposed edits to the attached Deputy
Director of Public Works job description are shown in track changes format. New wording is displayed in
underline format and wording to be removed is displayed in strikethrough format.
There are no changes to the salary range established for this position ($128,388 - $171,204).
Given the minor nature of the updates, this position is currently under recruitment noting the pending updates
to the job description.
This position falls within the Gilroy Management Association and the Association did not have any concerns
with the updates.
RECOMMENDED ACTIONS:
Staff recommends that the Personnel Commission take the following action:
1. Approve the updates to the job description for the position of Deputy Director of Public Works.
Respectfully Submitted,
LeeAnn McPhillips
_______________________________________________________
LeeAnn McPhillips
Administrative Services & Human Resources Director/Risk Manager
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PUBLIC WORKS DEPARTMENT
OPERATIONS DIVISION
DEPUTY DIRECTOR OF PUBLIC WORKS - OPERATIONS
GENERAL DUTIES: Under direct supervision of the Public Works Director, administer, plan, direct the
varied operations within the Operations Division of the Public Works Department to include Facilities,
Fleet, Parks & Landscape, Streets/Waste Water/Trees, and Water. Provide high level and complex staff
assistance to the Public Works Director. Is responsible for establishing and maintaining safe work
practices for all areas of Operations and ensure compliance with all safety, environmental, and OSHA
related laws and regulations. Provide leadership, training, and mentoring to Section heads and ensure that
each Section of Operations is meeting established goals, objectives, work plans, and deadlines. This is an
exempt, mid-management level position that must exercise competent discretion and judgment in the
performance of duties and interactions with others.
GENERAL REQUIREMENTS:
Personal Appearance - Is appropriate for the work environment and meets expectations for the proper
image of the City as per department policy.
Attendance - Follows department/City policy in regards to punctuality and attendance.
Compliance with Work Instructions - Follows all work instructions given, and completes all assigned
duties. Follows the policies, rules, and regulations of the City and department.
Safety - Follows the Safety and Health Handbook, as well as other safety related standards, and avoids
unnecessary risk to oneself, co-workers, citizens, and property.
Internal Relations - Conducts work in a manner which supports the overall team effort, and which avoids
disruption of one's work and the work of others. Treats all City employees with respect. Takes
responsibility to resolve differences. Finds solutions to problems. Respects racial, religious, ethnic and
gender sexual differencesidentification differences of others, and avoids derogatory statements regarding
these differences.
Customer Service - Conducts work that fosters public support for the City, that will lead to fewer
complaints and claims against the City. Treats customers with respect. Follows the same rules that one
expects the customers to follow. Respects racial, religious, ethnic and gender identificationsexual
differences of others, and avoids derogatory statements regarding these differences.
ILLUSTRATIVE EXAMPLES OF WORK:
1. Provide management and supervision of the various operational sections within the Public Works
Department, including Facilities, Fleet, Parks & Landscape, Streets/Waste Water/Trees, and
Water (distribution system and conservation).
2. Develop and implement divisional goals, objectives, work plans, reports, policies and procedures.
3. Direct, oversee, and participate in the development of the Operations Division work plan; assign
work activities, projects and programs; monitor work flowworkflow; review and evaluate work
products, methods, and procedures.
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4. With support from Section supervisors and managers, prepare the Operations Division budget;
assist in budget implementation; participate in forecast of additional funds needed for staffing,
equipment, materials, and supplies; administer the approved Operations Division budget.
5. Recommend the appointment of personnel; provide or coordinate staff training; conduct
performance evaluations; implement discipline procedures as required; maintain discipline and
high standards necessary for the efficient and professional operation of the Operations Division.
6. Develop and implement plans for public works and utilities infrastructure improvements and
modifications; serve as project director ensuring the needs of the city are met and project
conforms to city standards, expectations, timelines, and budget.
7. Conduct staff meetings and field inspections to include periodic field safety inspections.
8. Develop and implement a safety and emergency response program for field operations; ensure
that any required operational changes are communicated to technical staff, EOC staff, and higher-
level management.
9. Prepare a variety of reports, forms, correspondence, and related documentation on division
operations; ensure all mandated forms and reports are properly completed and filed in a timely
manner.
10. Prepare specifications and make recommendations for new equipment and supplies; recommend
the purchase of new equipment and supplies as necessary; prepare and manage contracts.
11. Coordinate with outside agencies related to the installation, repair, maintenance, and operation of
public works infrastructure; review and resolve operational issues.
12. Build and maintain positive working relationships with co-workers, other city employees, and the
public using principles of good customer service. Hold the operations team accountable for
positive working relationships and good customer service.
13. Represent the division and department with outside agencies and organizations, participate in
outside community and professional groups and committees; provide technical assistance as
necessary.
14. Attend and participate in Board, Commission, and City Council meetings as assigned.
15. Based on approved spending authority, determine need for supplies, contractual services and
equipment, and follow the appropriate purchasing procedures.
16. Provide for and administer the necessary equipment management program and inventory control
for the Operations Division.
17. Provide for the proper maintenance of Division records, and insure the preparation and submittal
of reports and information necessary for the management of the Operations Division.
18. Provide for the necessary preparation, administration, management and supervision of contract
work for the Operations Division.
19. Regularly work with various City Departments, agencies, community groups, and the general
public.
20. Provide and obtain support in the delivery of services necessary to the mission of the Department
and the Operations Division.
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21. Coordinate and manage the bidding process related to Local, State and Federal project funding
and also for emergency repair purchase process.
22. Assist in obtaining, administering, and reporting of grants from various outside funding sources.
23. Provide technical assistance to the Director, architects, contractors, and others applicable to the
Department and Operations Division.
24. Provide for and participate in training programs for Operations Division personnel.
25. Formulate policies and procedures, including the code of safe practices related to Public Works
Operations functions, and oversee development of programs.
26. Respond to citizen complaints and requests for service.
27. Ensure compliance with applicable local, state, county, and federal codes, laws and regulations.
28. Perform productivity analyses of operations and make appropriate recommendations for
obtaining most effective delivery.
29. Prepare clear, accurate, concise and competent reports, correspondence, and other written
materials.
30. Perform related work as required.
REQUIRED SKILLS, KNOWLEDGE, AND ABILITIES:
SKILLS:
1. Application and utilization of computer systems and software such as the Microsoft Office Suite,
financial management systems, and maintenance management systems.
2. Possess significant customer service, organizational and personnel management skills necessary
to manage a complex and diversified group of operations.
3. Possess significant public relation skills necessary for regular contracts with the outside agencies,
community organizations, commissions and citizens that will promote and positively represent
the City and the Department.
4. Organize and direct activities associated with the operation, maintenance, installation and repair
of public works infrastructure.
5. Analyze problems, identify alternative solutions, project consequences of proposed actions, and
implement recommendations in support of goals and objectives.
6. Interpret and apply city and department policies, procedures, rules and regulations.
7. Research, interpret and apply federal, state, and other regulatory agency policies, procedures,
rules and regulations applicable to public works operations.
8. Ensure division compliance with operational and mandated regulatory requirements.
9. Interpret and understand construction plans and basic engineering principles as they relate to
public works operations.
10. Use of safety equipment.
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11. Effective staff report writing.
12. Customer service techniques.
13. Effective presentation delivery.
14. Managing and supervising personnel.
15. Effective project management.
KNOWLEDGE: Knowledge of:
1. Supervisory principles and practices including employee selection, evaluation, motivation,
accountability, and discipline.
2. Public bidding and purchasing process.
3. Principles and practices of public works operations management to include fleet, facilities, parks &
landscape, streets, waste water, urban forest, and water.
4. Principles and practices of public agency contract administration.
5. Applicable Federal, State, and local laws, regulatory codes, ordinances, and procedures relevant to
public works.
6. Project management and contract administration principles and techniques.
7. Record keeping principles and practices applicable to a public agency.
8. English usage, spelling, vocabulary, grammar and punctuation.
9. Current trends and developments affecting various public works projects.
10. Modern principles and practices used in public works operations.
11. Public works construction materials and equipment.
12. Budgeting and scheduling principals, practices and techniques.
13. Safe work practices and regulations related to the work of the Operations Division.
14. Computer applications including word processing, spreadsheet, database, presentation, e-mail and
calendaring.
15. Techniques for providing a high level of customer service by effectively dealing with the public,
vendors, contractors and city staff.
16. Equipment, materials, services necessary for proper care and management of department facilities
and programs administered by the Operations Division.
17. Materials, methods, tools and equipment used in facilities, fleet, parks, landscaped areas, streets,
waste water system, urban forest, and water system for maintenance and repair.
18. Safe operations of motor vehicles and equipment and drivers licensing and other Department of
Transportation requirements.
19. Preventive maintenance procedures.
ABILITIES: Ability to:
1. Plan, organize, and direct a complex and diverse organizational structure in a cost effective manner.
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2. Identify and justify the budgetary resources necessary to provide the services to maintain public
works operations.
3. Establish and maintain the necessary record keeping systems for the Operations Division.
4. Supervise and evaluate performance of manager, supervisory employees and other direct reports.
5. Evaluate operational and policy needs of the Operations Division and effectively implement the
necessary changes.
6. Analyze complex problems, evaluate alternatives and make creative recommendations.
7. Exercise sound independent judgment within general policy guidelines.
8. Plan, conduct, and evaluate training programs.
9. Establish and maintain effective working relationships with management, subordinates, co-workers,
outside agencies, community groups, and the public.
10. Interpret, prepare, amend and manage contracts related to public works operations.
11. Manage a variety of projects related to public works operations within established specification and
timelines.
12. Read and interpret financial reports in the monitoring of expenses, revenue, and budget.
13. Effectively present information to other employees, managers, regulatory agencies, community
groups, boards, commissions, and/or city council.
14. Effectively prepare and present written reports, including staff reports and other technical reports,
and presentations.
15. Communicate clearly and concisely, both orally and in writing.
MACHINES/TOOLS/EQUIPMENT UTILIZED:
When working in the office and in the field, the following items are used:
1. Computer, keyboard and monitor
2. Laser-jet or ink jet printer
3. Multi-Function machine
4. Telephone
5. Copier
6. Calculator
7. Facsimile machine
8. Specialized computer software.
9. Cell phone
10. Two-way radio
11. Automobile
12. Presentation equipment, microphones, easels, overhead projectors, tape recorder, etc.
13. Television and other related technology equipment.
PHYSICAL DEMANDS:
Under typical field and office conditions, employee will perform the following physical activities, which
include using many hand tools and operating heavy equipment on an occasional basis:
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1. Sitting, for prolonged periods of time working at a computer or attending meetings.
2. Standing, during presentations and training seminars.
3. Walking
4. Stooping
5. Kneeling
6. Bending
7. Twisting
8. Pushing/Pulling
9. Lifting, up to 25 pounds
10. Driving
11. Speed, in meeting deadlines and using office equipment.
Under typical office conditions, employee performs similar physical activities but to a lesser degree, when
handling files, books, binders, and boxes of work materials.
SENSORY DEMANDS:
Under typical office and field conditions, employees utilize these senses while using a computer, printer,
multi-function machines, telephone, cell phone, fax machine, copier, calculator, television, VCR,
microphone, easel, overhead projector, tape recorder, automobile, etc.
1. Seeing
2. Hearing
3. Speaking
4. Touching
ENVIRONMENTAL AND FLOOR SURFACE CONDITIONS:
Office Conditions:
1. Indoors: Typical office conditions, up to 75% of the time.
2. Flooring: Low level carpeting, linoleum, tile, wood, etc.
3. Noise Level: Conducive to office settings with phones, copiers, multi-function machines, air
conditioning, radios, and printers.
4. Lighting: Conducive to normal office setting.
5. Ventilation: Provided by wall heater, central heating and air conditioning units.
6. Dust or Fumes: Normal to high indoor levels associated with dust and odors from computer
equipment, paper, ink pens, copiers or other office-related equipment. May be exposed to fumes
from vehicles, heavy equipment and materials used on site.
Field Conditions:
1. Outdoors: Typical conditions, traveling to meetings, or attending training sessions, 25-50% of the
time.
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2. Travel: Under varying conditions via automobile, up to 25% of the time.
3. Flooring: Carpet, tile, linoleum, uneven surfaces, etc.
4. Noise Level: May be exposed to high levels of noise when inspecting field operations.
5. Lighting: Normal outdoor conditions, with chance exposure to extreme weather conditions.
6. Ventilation: Heating and air conditioning provided by a vehicle.
7. Dust or Fumes: Normal outdoor levels associated with pollen, dust, vehicle exhaust, etc. May be
exposed to fumes from heavy equipment used by staff in the field.
HAZARDS:
Mechanical or electrical exposure is minimal when properly using standard office equipment such as a
telephone, computer, multi-function machines, printer, copier, calculator, adding machine, fax machine,
VCR, television, microphone, easel, overhead projector, tape recorder, etc.
When working or traveling in the field, there is some exposure to mechanical hazards while utilizing a
vehicle.
ATMOSPHERIC CONDITIONS:
Minimal exposure to fumes occurs in a typical office environment. Typical office exposure may result
from use of copiers, dry erase pens, liquid paper, toner cartridges, ink pens, or other office supplies or
equipment.
REQUIREMENTS, TRAINING, EXPERIENCE AND QUALIFICATIONS:
1. A Bachelor's degree from an accredited college or university in civil engineering, construction
management, environmental sciences, public administration, business administration or a related
field of study.
2. Five (5) years of progressively responsible experience in public works operations to include
experience in at least three of the following operational areas: facilities, fleet, parks & landscape,
street maintenance, waste water collection systems, urban forest management, and water distribution
and conservation.
3. At least three (3) years of experience in a supervisory level position supervising public works
operations personnel to include making hiring recommendations, training, evaluating, and making
disciplinary recommendations.
4. Possession of certifications in the areas of water distribution, waste water collection, urban forest
management highly desired.
5. Registration as a Professional Civil Engineer by the State of California desired, but not required.
6. Possess and maintain a valid California Driver License and a safe driving record necessary to operate
assigned vehicle(s).
7. Pass a post-offer medical examination, which includes a drug test.
8. Pass a background check for employment including a Department of Justice criminal record check.
9. Prefer non-tobacco user.
10. Prefer bilingual (English/Spanish).