HomeMy WebLinkAbout08. Draft PP to amend GM authorization to fill up to five positions_= S
Central Contra Costa Sanitary District 84
BOARD OF DIRECTORS
POSITION PAPER
Board Meeting Date: October 1, 2015
D
Subject: AMEND THE GENERAL MANAGER AUTHORIZATION TO FILL UP TO
FIVE POSITIONS WHICH ARE NOT INCLUDED IN THE BOARD
APPROVED FISCAL YEAR STAFFING PLAN
Submitted By:
Teji O'Malley
Human Resources Manager
Initiating DeptJDiv.:
Operations /Human Resources
REVIEWED AND RECOMMENDED FOR BOARD ACTION:
Roger S. Bailey
General Manager
ISSUE: Board authorization is needed to amend the authorization delegated to the
General Manager related to the filling of up to five positions which are not included in
the Board - approved Fiscal Year staffing plan.
BACKGROUND: In October 2012, the Board authorized the General Manager to fill,
on an ongoing basis, up to five positions not included in the staffing plan in order to
provide for succession planning or to accommodate long -term employee absences.
The General Manager has the authority to fill these "General Manager Specials" as long
as they meet the following criteria:
(1) Action(s) could not result in an exceedance of the annual District budget or
number of authorized positions.
(2) Action(s) could only be utilized for the equivalent position (or lower level position
within the same classification series).
Staff is now requesting an amendment to item (2) above in order to provide the General
Manager the flexibility to establish and /or fill positions that are needed to address the
immediate operational needs of the District. The requested amendment will provide
the General Manager with the discretion to fill the positions at any level and within any
classification. However, the action(s) will not result in more than five "General Manager
Specials" at any given time and will not exceed the District's annual budget.
ALTERNATIVES /CONSIDERATIONS: If this amendment is not approved, it will
negatively impact the General Manager's ability to address immediate operational
needs of the District in a timely and efficient manner.
FINANCIAL IMPACTS: The financial impacts of this action are unknown at this time.
However, the action(s) the General Manager may take in the future as a result of this
Page 1 of 2
POSITION PAPER
Board Meeting Date: October 1, 2015
Subject: AMEND THE GENERAL MANAGER AUTHORIZATION TO FILL UP TO
FIVE POSITIONS WHICH ARE NOT INCLUDED IN THE BOARD
APPROVED FISCAL YEAR STAFFING PLAN.
amendment will not exceed the District's annual budget or number of authorized
positions.
COMMITTEE RECOMMENDATION: At its September 10, 2015 meeting, the
Administration Committee recommended approval of this action to the Board.
RECOMMENDED BOARD ACTION: Amend the General Manager authorization to fill
up to five positions which are not included in the Board approved fiscal year staffing
plan.
Attached Supporting Document(s):
1. Original Authorization dated October 4, 2012
Page 2 of 2
Central Contra Costa Sanitary District
' BOARD OF DIRECTORS
POSITION PAPER
Board Meeting Date: October 4, 2012
ATTACHMENT 1
subject: AUTHORIZE THE GENERAL MANAGER TO FILL, ON AN ONGOING
BASIS, UP TO FIVE POSITIONS NOT VACANT ON THE ORGANIZATION
CHART IN ORDER TO PROVIDE FOR SUCCESSION PLANNING OR
ACCOMMODATE LONG TERM EMPLOYEE ABSENCES
Submitted By Initiating DeptdDiv.:
Ann Farrell, General Manager Administration
REVIEWED AND RECOMMENDED FOR BOARD ACTION:
T. O'Malley Ann E. Farrell
General Manager
ISSUE: Board of Directors' approval is required for overfilling positions that are
occupied by an incumbent.
RECOMMENDATION: Authorize the General Manager to fill, on an ongoing basis, up
to five positions not vacant on the organization chart in order to provide for succession
planning or to accommodate long -term employee absences.
FINANCIAL IMPACTS: The intent of this authorization is for the General Manager to
work within the limitations of the approved Operations and Maintenance budget. If any
such action is expected to cause an exceedance of the O &M budget, it will be
discussed with the Human Resources Committee before proceeding.
ALTERNATIVES /CONSIDERATIONS: Do not provide this authority to the General
Manager and in so doing limit the flexibility to respond at the staff level to issues related
to succession planning and long -term absences.
BACKGROUND: This authorization would be granted to the General Manager in order
to provide "extra" positions to departments to provide the flexibility to mitigate loss of
operational knowledge /expertise due to near -term retirements as well as to mitigate
work coverage issues related to unexpected long -term illnesses and absences for
which positions must be held open.
Below are two examples where this delegated authority would be exercised:
The incumbent of the Plant Operations Division Manager position notifies the
District of his intent to retire with a three month advance notice. The General
Manager would be able to hire an additional Plant Operations Division Manager
so that there would be a seamless and much more effective transfer of
knowledge between the soon -to -be retired incumbent and the "extra" incumbent.
POSITION PAPER
Board Meeting Date: October 4, 2012
subject. AUTHORIZE THE GENERAL MANAGER TO FILL, ON AN ONGOING
BASIS, UP TO FIVE POSITIONS NOT VACANT ON THE ORGANIZATION
CHART IN ORDER TO PROVIDE FOR SUCCESSION PLANNING OR
ACCOMMODATE LONG -TERM EMPLOYEE ABSENCES
2. A Maintenance Crew Member II is out on a lengthy medical leave of absence
and there is little possibility that he would be able to return to his position due to
deteriorating health and work restrictions but the employee cannot be lawfully
terminated. The General Manager would be able to hire an additional
Maintenance Crew Worker II so that the affected work unit is effectively staffed.
CRITERIA FOR SUCCESSION PLANNING POSITION AUTHORIZATION
Suggested criteria for filling succession planning positions are as follows:
• Vacancy(s) anticipated in near future (e.g., 2 years) resulting in significant
knowledge loss. Little or no position redundancy exists to enable smooth
knowledge transfer after the vacancy occurs.
• Vacancy has occurred due to long -term illness for which prognosis is poor and
return unlikely but position is being kept open for legal or insurance purposes.
• Other existing processes or venues to address workforce planning needs are not
appropriate (flexing an available regular full -time vacancy under General
Manager Authority, requesting a new position at the next budget cycle,
reassigning another position to the work group on a temporary basis).
PROGRAM ADMINISTRATION
The program shall be administered through Human Resources with a status update,
detailing each action related to this delegated authority, to the Human Resources
Committee at each scheduled meeting and an update to the full Board during each
annual budget cycle.
All positions subject to this program shall be filled through the District's regular open
and promotional recruitment process or applicable sections of the MOU's. The new
hire /promotee will occupy the actual box on the organization chart and the previous
incumbent will be moved into one of the five additional discretionary General Manager
positions which will be termed "General Manager Special Positions ".
For every position requested within the guidelines of this program, the department will
EITHER (a) identify a comparable (close in compensation, classification, and same
POSITION PAPER
Board Meeting Date: October 4, 2012
Subject. AUTHORIZE THE GENERAL MANAGER TO FILL, ON AN ONGOING
BASIS, UP TO FIVE POSITIONS NOT VACANT ON THE ORGANIZATION
CHART IN ORDER TO PROVIDE FOR SUCCESSION PLANNING OR
ACCOMMODATE LONG -TERM EMPLOYEE ABSENCES
bargaining unit) regular, full -time position to be "flagged" for deletion after 24 months (or
sooner), OR (b) fill a budgeted vacant position with the "extra" incumbent within 24
months.
In all cases, the overall District budget must be sufficient to cover the cost of
succession planning position(s). If this is not the case, the matter must be brought to
the Human Resources Committee for discussion.
RECOMMENDED BOARD ACTION: Authorize the General Manager to fill, on an
ongoing basis, up to five positions not vacant on the organization chart in order to
provide for succession planning or to accommodate long term employee absences.