HomeMy WebLinkAbout09/19/1989, C-7 - CLERICAL STAFFING FOR MAYOR AND CITY COUNCIL, CITY ADMINISTRATIVE OFFICER AND CITY CLERK'S OFFICE - Date:'
Sept. 19, 1989
city of San tuts OBISpo STEM NUMBea: 7-J _
WMaZe COUNCIL. AGENDA REPORT
FROM: John Dunn, CABy: Michael Dolder, .
C� "v Fire Chief
SUBJECT: Clerical Staffing for Mayor and City Council, City Administrative Officer
and City Clerk's Office
RECOMMENDATION:
Adopt Resolution authorizing the reorganization of the City Administrative Officer's and
City Clerk's offices, the addition of one clerical position (Secretary II) with a FY1989-90
budget adjustment of $29,280 for salary and benefits.
BACKGROUND:
As discussed in earlier memorandums to the City Council (Attachments 1 and 2) the
workload of the City Administrator's Office, the City Clerk's office and City Council's
activities has significantly increased over the past several years. The replacement of the
City Council/Administrator secretary creates an opportunity to consider various staffing
alternatives in order to meet existing workload demands. Two alternatives exist which
are as follows.
1. Assign the Council secretary to the City Clerk's office and reorganize the City
Administrator's office including the addition of one clerical position, or
2. Keep the secretarial assignment the same.
Pro/Con of Alternatives
1. This alternative will allow City Council activities to be better coordinated with
Council agenda items as well as providing additional clerical support for the City
Clerk's office. The additional secretary position in the City Administrator's office
will provide needed clerical support for the Assistant City Administrative Officer,
two Administrative Analysts, Transit Manager and Technical Services Coordinator.
However, the reorganization and addition of a clerical position will require a
FY1989-90 budget increase.
2. This alternative will not meet the existing clerical demands by either the City i
Clerk's office or the City Administrator's office. Keeping the existing staffing
levels the same will not require a budget adjustment.
Fiscal Imoact
ThP addition of one additional clerical position will require a FY1989-90 budget
adjustment of $29,280. Sufficient general fund reserves exist to cover the adjustment.
CAO Recommendation
Adopt resolution authorizing the reorganization of the City Administrator's and City
Clerk's offices, and the addition of one clerical position (Secretary II) and a FY 989-90
budget adjustment of $29,280 for salary and benefits.
v26-(22)
j�
�IIIII city of San WIS OBISp0
COUNCIL AGENDA REPORT
Attachments
Resolution
Attachment 1 Memorandum on replacement of Secretary to the Mayor and City Council
Attachment 2 Memorandum on clerical staff of CAO Office
V26-(22)
RESOLUTION NO. (1989 Series)
A RESOLUTION OF THE COUNCIL OF THE CITY OF
SAN LUIS OBISPO AUTHORIZING THE ADDITION OF ONE
CLERICAL POSITION TO THE CITY ADMINISTRATOR'S
OFFICE AND A SALARY AND BENEFIT BUDGET ADJUSTMENT
WHEREAS, the clerical workload in the City Administrator's, City Clerk's and Council's
offices have increased over the past.several years; and
WHEREAS, activities of the Mayor and City Council can be better coordinated by
reassigning clerical staff to the City Clerk's office; and
WHEREAS; the reorganization of the City .Administrator's office requires clerical support
for the Assistant City Administrative Officer, two Administrative Analysts, Transit
Manager and the Technical Services Coordinator; and
WHEREAS, the City of San Luis Obispo will be better served_ by the reorganization and
staffing increase; and
WHEREAS, the General Fund has sufficient reserves •n cover a budget adjustment.
NOW THEREFORE, be it resolved that the City Council
1. Authorizes the reorganization of the City Administrator's and City Clerk's office
including adding one clerical position (Secretary II).
2. Authorizes a FY1989-90 budget adjustment of $29,280 for salary and benefit cost of
one Secretary II position.
On motion of - seconded by
and on the following roll call vote:
Ayers
Noes:
Absent:
the foregoing resolution was passed and adopted this day of
ATTEST:
Mayor
City Clerk
APPROVED:
ity Adm nistrative Officer
v26-(22)
� �3
Ir
RESOLUTION NO. (1989 Series) (Cont.)
Clerical Staffing - Page 2 _J
City Attorn
Rut ik 'J,-A
Personnel Director
Ix
F=inance Director
v26-(22)
-
J
August 18, 1989-
MEMORANDUM
989 MEMORANDUM
To: City Council
From: John Dunn
Subject: Replacement of Secretary to the Mayor and City Council
Prior to commencing a replacement program, I wanted to discuss the matter
with the City Council. After my last performance evaluation, the City
Council discussed the desirability of placing the secretary to the City
Council within the City Clerk's Office.
As I have indicated to both Councilmember Rappa, as she and I have
discussed this on a number of occasions, and to the City Clerk, I can be
supportive of this change under certain conditions.
Before outlining the basic alternatives, I would like to state my primary
motivations. They are to get the work of the City Council, the City
O Administrator's Office, and City Clerk's Office accomplished, and to do
that in a way which makes the most sense and which leads to and causes the
most harmonious working relationships.
Some other preliminary comments are as follows:
1. It is my belief, based on discussions with Pam, Marilyn, and others,
that the workload of both the City Administrator's Office and the City
Clerk's Office has been increasing over a period of time. A recent change
which has substantially increased Marilyn's workload is that she is now
responsible for booking the community room and the conference rooms of the
City/County Library. This has turned out to be a substantial assignment
as many groups within the community are discovering and utilizing these
facilities.
2. The clerical workload of the City Administrator's Office is much
greater than one secretary can handle, and we could properly utilize two
full-time persons. As the Council is aware, a half-time clerical position
for HRC/PCC was eliminated in the budget meaning that this work will have
to be assumed by the City Administrator's Office.
3. Although the recent change 'n the telephone system has resulted in
some improvement, there are still a great many telephone calls to the
Administrator's Office requesting information and guidance. This
telephone answering function takes up a major time portion of the
secretarial staff.
4. The office contirii._s to be a major receptionist ar._ for City Hall,
the place where people come seeking information, to state their problems,
to seek guidance and direction.
S. The workload produced by the CAO, Assistant CAO and the two
Administrative Analysts, which will include the staff work for HRC and
PCC, will be very substantial. It will be greater than in the past
because HRC will no longer have its separate clerical staff. At a maximum
the CAO clerical staff will perform work for the CAO, the Assistant CAO,
two Administrative Analysts, the Transit Manager, Technical Systems
Coordinator and, on occasion, for one or two interns (usually) from Cal
Poly.
As earlier established, the primary rationale for the Mayor/Council
Secretary being within the City Administrator's Office was that she could
do the "spill over work" of Administration. As a practical matter, the
secretary to the Mayor/Council has been busy enough serving the Mayor and
the Council so that there has been little capacity for doing
Administration work, leaving the secretary to the CAO with a very large
work demand, much too substantial for one person, with the result that the
work has been behind schedule, is not timely and a serious backlog has
developed. This is despite Marilyn's excellent organization and
skills/productivity.
Given the factors listed above, all of us can collectively consider two
basic alternatives at this timee
1. The secretary to the Mayor/Council should continue to be in the CAO's
Office, and this position would primarily serve the Mayor and '
Councilmembers, but would also do back-up work for the CAD's Office
(present) .
2. The secretary to the Mayor/Council could be placed in the City Clerk's
Office and a second secretarial position would be put in the CAO's Office
(potential change) .
Either alternative is more than acceptable to me. Based on discussions
with Councilmembers, and Councilmember Rappa in particular, there is some
feeling that the needs of the City Councilmembers relating to agenda
items, and other informational needs could be better served if the
secretary to the City Council were within the City Clerk's Office. Pam
and I have discussed this possibility, and I have no problem in
recommending this course of action to you, as long as there is sufficient
secretarial personnel available to the CAD's office.
This memo has been discussed with both Pam and Marilyn and, for the
moment, should be regarded as a "thinking paper" for you. In the
meantime, Pam, Marilyn, me and others will think through the specifics of
the situation and will more precisely define the alternatives for you.
As you think about th�.s, please give me a call with your ideas and
suggestions. We'd like to wrap this up by August 25th. Thank you.
i
fn
August 24, 1989
MEMORANDUM
TO: CITY COUNCIL
FROM: JOHN DUNN
SUBJECT:. CLERICAL STAFFING CAO OFFICE
As discussed in my earlier memo regarding the replacement of the City Council
Secretary, I see two alternatives as possible.
1. KEEP IT THE.SAME..
The secretary to the Mayor/Council can continue to be in the CAO's Office and this
position would primarily serve the Mayor and Councilmembers, and provide clerical
back-up to the Secretary to the CAO_ in support of the CAO, Assistant CAO, and other
staff.
2. ASSIGN THE COUNCIL SECRETARY TO THE CLERK'S OFFICE.AND
REORGANIZE CAO OFFICE WITH AN ADDITIONAL CLERICAL POSITION.
The secretary to the Mayor/Council would be placed under the direction of the City
Clerk and provide clerical support to the Mayor and Councilmembers. The position
would take on additional Council related duties in the areas of Council appointed
advisory bodies, conflict of interest and campaign financial disclosure
requirements, and back-up to the Clerk's Office in general, concerning coordination
of Council meals, meetings, etc.
A new secretarial position shall be assigned to the CAD's office who will serve as
primary clerical support to the Assistant CAO, Administrative Analysts, Transit
Coordinator, Information Systems Coordinator, and various interns. Additionally
this position would back-up the CAO secretary.and vice versa.
A detailed list of specific job duties for the clerical positions involved in the
restructuring is attached.
C
EXECUTIVE SECRETARY (MARILYN)
1. Provides clerical support to:
- City Administrative Officer
Includes composing routine correspondence, dictation/transcription,
phones, setting up administrator's meetings, word processing and
filing.
2. Prepares complaint forms and routes appropriate responses from
affected departments to CAO and others.
3. Drafts agenda reports, routes CAO Special Reports, including
assignment of public works contract numbers, coordinating contract
approvals with affected departments, and processing with City Clerk's
Office for final action.
4. Coordinates travel arrangements including travel expenses reports.
5. Coordinates master Meeting Calendar for Council. Hearing Room, Council
Chambers, City/County Library (includes large community room and small
conference rooms) . This includes working with custodial staff,
refunding deposits, returning keys, etc.
6. Maintains and duplicates all City Hall and Library master keys for
City staff.
7. Coordinates CAO inter.-governmental meetings.
8. Assigns and distributes special parking permits and maintains file.
9. Prepares and distributes Management Team agendas and follow-up actions
as needed.
10. Coordinates Bi-County Managers Group.
11. Prepares administrative payment vouchers and CAO petty cash.
12. Coordinates coffee supply account including purchasing, collecting
monthly payments and stocking miscellaneous coffee supplies for ail
departments.
13. Back-up clerical support to Assistant CAO, Analysts, Transit Manager,
Information Systems Coordinator and Interns.
14. Other duties as assigned.
v
ADMINISTRATIVE SECRETARY (SECRETARY II)
1. Provides clerical support to:
- Assistant CAO (Supervisor)
- Administrative Analysts (2)
- Transit Manager
- Information Systems Coordinator
- Interns (2-3)
Includes composing routine correspondence, dictation/transcription,
phones, setting up meetings, maintaining calendars, filing and word
processing duties.
2. Processes office payroll including time cards, check distribution, and
maintaining vacation schedules.
3. Purchases office supplies and order annual stationary needs.
4. Prepares weekly payment vouchers and balance petty cash as needed.
S. Coordinates travel arrangements for administrative staff including
�! prepartion of related payment vouchers and travel expense reports.
6. Provides back-up support to CAO and Executive Secretary.
7. In cooperation with Human Relationa Commission and Promotional
Coordinating Committee Chairpersons and Administrative Analyst,
coordinates agenda preparation, minutes and filing for both.
commissions.
8. Coordinates annual HRC and. PCC grants-.in-aid advertising, proposals
and contracts with Administrative Analyst._
9. Assists in preparation of annual reports for HRC and PCC.
10. Coordinates public relations activities with Administrative Analyst.
11. Coordinates the quarterly Goals and Objectives report. "
12. Other duties as assigned.
COUNCIL SECRETARY (SECRETARY II) j
1. Provides clerical support to five Councilmembers (includes
dictation/transcription, phones, word processing, filing) .
2. Keeps Councilmembers calendars, sets up individual Council
appointments, and coordinates scheduling of .Council meetings with
Clerk.
3. Composes routine correspondence, i.e. , thank you letters, requests for
information, rsvp's.
4. Coordinates travel arrangements for all Councilmembers including
preparation of related expense reports.
5. Coordinates written Council communication items on Council agenda with
Clerk.
6. Prepares Council payment vouchers and monitor individual Council
budgets, submitting timely updates for Council review.
7. Opens and routes Council mail and copies to CAO and appropriate lead
managers, when applicable.
B. Maintains Council Reading File.
9. Coordinates major and minor advisory bodies and posts vacancies,
advertises for openings, sets up interviews with applicants and
affected Councilmembers, prepares and sends follow-up correspondence,
updates Commission files and advisory body book.
10. Purchases Council office supplies, orders annual Council stationery,
and stocks Council food staples.
11. Orders and picks up Council meals as needed.
12. Attends and takes minutes at the Quarterly meeting of the Council
Advisory Body Chairpersons.
13. Conducts research as requested by Councilmembers.
14. Processes Conflict of Interest Statements and election campaign
disclosure statements for Councilmembers, affected advisory body
members, and other required filers.
15. Other duties as assigned.