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HomeMy WebLinkAbout16 Board to GM Delegations Agenda Item # 1b U. . . Public Utility District Memorandum To: Board of Directors From: Peter Hoizmeister Date: March 2, 2007 Subject: Delegations from the Board to the General Manager Why this matter is before the Board: This matter is intended to help clarify a matter that was discussed by the Directors at the last meeting. History: At the last meeting, the Board discussed whether the General Manager had ever been formally delegated the task of meeting and conferring with the management and professional employees of the District over compensation issues. This question was raised in the context of the propriety of holding a closed session to discuss compensation for management and professional employees with the General Manager as the designated representative of the District. New information: Attached is a copy of Chapter 2.40 of the District Code. It sets forth a series of specific delegations from the Board to the General Manager. Section 2.40.010.3(g) appearing on the second page states "Act as the Board's agent in meeting and conferring with employees and employee organizations." The term "meet and confer' is used to designate meetings with employees to negotiate compensation and other terms of employment. Recommendation: This is just an informational item. No action is recommended. TRUCKEE DONNER PUD DISTRICT CODE CHAPTER 2.40 DELEGATIONS Sections: 2.40.010 Delegations from the Board of Directors to the General Manager 2.40.010 Delegations from the Board of Directors to the General Manager wishes to cpaofy its perly carry out the policy making responsibilities of the Board of Directors, re Board and priorities and delegations of authority to the General Manager.irect thefoperat o B of dthepD strict and delegations, the Manager will have the authority o p p Y the Board will be better able to review the District's performance. As set forth in Section 16114 of the Public Utilities Code, ofdthethe DisGeneral ct and of theirrmaintenance and is delegated full charge and control of the construction of the operation. tion b f the he D st idCt s opof erectors, the rations ons and weorkrforMesnager shall plan, Subject to policy formulation and direc direct, coordinate, and review the activities o c . The General Manager is hereby delegated the to Districtfollowing taffe In carryingtou thesend pdut es,llthe General further delegate authority and responsibility Manager will adhere to policy determinations of the Board of Directors. 2.40.010.1 Plan 2.40.010.1(A) Direct and participate in the development and implementation of goals, objectives, management policies. matters of administrative practices, recommend legislation and 2.40.010.1(B) Advise the Board on policies required in the public interest. 2.40.010.1(C) Formulate with his staff long and short term plans for recommendation to the Board of Directors. 2.40.010.2 Organize the District's activities and recommend to the Board the best type of 2.40.010.2(A) Review organizational structure. ll District operations to establish work standards and improve methods. 2.40.010.2(B) Review a 2.40.010.3 Staff 2.40.010.3(A) Determine, with advice from staff, the need to change positions, provided they are within the limitations of the budget. 2.40.010.3(B) Determine qualifications and standards for use in recruiting, hiring, promoting and assigning the District's personnel. 2.40.010.3(C) Select, appoint, promote, reassign or release District employees. 2.40.010.3(D) Formulate an effective method of instilling and motivating a team effort by all Delegations to General Manager 1 employees. 2.40.010.3(E) Develop a procedure whereby employees may advance within the District if they are capable and desire to do so. aintain and enforce the District's personnel policies as prescribed by the 2.40.010.3(F) Implement, m Board. nt in meeting and conferring with employees and employee 2.40.010.3(G) Act as the Board's age organizations. 2rganiza ions. Implement job training and safety programs to the benefit of the District. 2.40.010.3(1) Establish performance appraisal programs for all District personnel. 2.40.010.3(J) Maintain up-to-date chart of all District positions and their respective class specifications. oval the employment of outside consultants and 2.40.010.3(K) Recommend to the negotiate terms of contracts for servi Board for appr ces. 2.40.010.4 Direct the provisions of the laws and ordinances of the District. 2.40.010.4(A) Enforce and administer 2.40.010.4(B) Direct all District personnel. 2.40.010.4(C) Respond to citizens' complaints and requests for information. 2.40.010.4(D) Conduct continuous research into administrative practices to produce greater efficiency and economy in District operations. 2.40.010.4(E) Direct the day-to-day activities of the District except a staff cified otherwise by the lt and Bylaws of the Board. Delegate appropriate responsibility 2.40.010.5 Finance 2.40.010.5(A) Prepare a long term capital improvements program for Board consideration. 2.40.010.5(B) Direct the preparation and administration of the District budget. 2.40.010.5(C) Direct the investment of District funds in accordance with Board policy. 2.40.010.5(D) Establish accounting systems, procedures, statistics and types of reports necessary for sound financial management of the District. 2.40.010.5(E) Purchase all materials, supplies and equipment within the limits of the budget and in accordance with Board policy. uate 2.40.010.5(F) Review rate structure to determinex enses where d and mestablish reasonable rese esents are needed to insure q and cash flow and to provide revenue to meet e p replacement of assets. 2.40.010.5(G) Develop and maintain inventory records. Conduct periodic inventories. Dispose of surplus materials in accordance with Board policy. Delegations to General Manager 2 2.40.010.5(H) Assist the Board in arranging for an annual audit. Review the audit with staff. 2.40.010.6 Report 2.40.010.6(A) Submit periodic reports to the Board on revenues and expenses compared to the budget. 2.40.010.6(B) Develop and submit to the Board such operational summaries as will enable the Board to review the overall performance of the District. 2.40.010.6(C) Keep the Board informed of customer complaints. 2.40.010.6(D) Inform the Board of significant problems that arise so that the Board can provide necessary direction to staff. the Board by the Manager as appropriate under Manager's 2.40.010.6(E) Items will be reported to Report during regular Board meetings. 2.40.010.7 Public and customer relations 2.40.010.7(A) Represent the Board in the community and at professional meetings as required and as directed by the Board. 2.40.010.7(B) Investigate and authorize membership of dues for subs and ch memberships sh ps by the associations lDistr�t Id be beneficial to the District, and authorize the payment 2.40.010.7(C) Develop a program for maintaining favorable relations with District customers. is 2.40.010.8 Manager to delegate - In performing rnotivatedresponsibilities and should delegatehauthoritg and expected to develop a highly competent and responsibility to the staff to insure the proper functioning of the District. Certain priority areas that should be addressed by several departments include the following: 2.40.010.8(A) Office Management - enhanced computer support for other departments; review of insurance program. aration of electric system maps; preparation of electric materials and 2.40.010.8(B) Engineering - pre p construction standards; preparation of bid order system; enhancement of contacts with ocontractors,cuments r large ocustomved ers cand streamlining (governmental districts; development of recommendations regarding water quality control. 2.40.010.8(C) Technical Services - streamlining warehouse procedures; transformer maintenance; meter maintenance. aintenance; implementation of approved projects; 2.40.010.8(D) Electric Operations - system m installation of services to new customers. 2.40.010.8(E) Water Operations - system maintenance; installation of services to new cus ra ers; of development of a backflow prevention programimplementation onfor consideration H rschda eBwateroard osyDst m improvements; water facilities supplying Tahoe Donner, inp completion of water system equipment inventory. (Amended version of Minute Order 86-17) Delegations to General Manager 3