HomeMy Public PortalAbout10 October 6, 1999 Executive76464
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
EXECUTIVE COMMITTEE
(Commissioners Alex Clifford, Dick Kelly, Tom Mullen, Ron Roberts,
John Tavaglione, Jack van Haaster, Jim Venable)
4:00 P.M.
October 6, 1999
RCTC Offices, 3560 University Avenue, Riverside 92501
AGENDA
1. Call to Order.
2. Public Comments.
3. RCTC Classification Analysis.
Overview
To receive and approve the Classification Analysis prepared by the Commission's
consultant, Creative Management Solutions. The result of the salary survey will be
presented at the next meeting.
4. Request to Hire Contract Employee to Market the SB 836 "Keys to the Future Voluntary
Rideshare Program"
Overview
It is recommended that a contract employee be hired for 18 months to market the SB 836
"Keys to the Future Voluntary Rideshare Program". The contract amount will not exceed
$1 14,480. Authorize the Executive Director to direct Legal Counsel to develop the
employment contract.
5. Adjournment
11.36.21
AGENDA ITEM 3
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
DATE:
October 6, 1999
TO:
Executive Committee
FROM:
Naty Kopenhaver, Director of Administrative Services
THROUGH:
Eric Haley, Executive Director
SUBJECT:
RCTC Classification Analysis
STAFF RECOMMENDATION
That the Executive Committee receive and approve the Classification Analysis,
prepared by Creative Management Solutions (CMS).
BACKGROUND INFORMATION
At the direction of the Commission, staff hired a consultant to conduct a Classification
and Compensation survey. The Consultant selected to perform the classification
analysis and to conduct the survey was Creative Management Solutions headed by
Barry Newton.
The first step in developing a classification plan was to have staff members complete
a questionnaire by listing examples of essential functions and any physical
irequirements of their respective positions. The Consultant reviewed the questionnaires
submitted by staff as well as the current job description for each classification and
Iprepared new class specifications. Attached is the Classification Report that describes
the study background, methodology, findings, and final recommendations.
The next phase is a salary survey. In determining the survey participants, the
Executive Committee selected comparable transportation and regional planning
organizations with similar job classifications. The selected agencies were Fresno
County Transportation Authority, Orange County Transportation Authority, San
Bernardino Associated Governments, Santa Barbara County Association of
Governments, Santa Clara Valley Transportation Authority, Southern California
Association of Governments, Southern California Regional Rail Authority, Sacramento
Transportation Authority, and the Ventura County Transportation Commission. The
Consultant is in the process of evaluating the survey and a report will be presented to
the Committee and to the Commission next month.
nk
Attachments
l.STt c
Organizational classification plans are periodically updated. The RCTC's
classification plan is being reviewed in order to incorporate changes that have occurred in
job assignments, staffing levels, internal reporting relationships, program and service
requirements, performance standards, and statutory requirements since the plan was last
studied.
There are other advantages associated with reviewing the classification plan. The
RCTC is able to more fully recognize the types of work being performed by different
employees, to identify training needs, to assess the effectiveness of hiring and
performance evaluation practices, and to ensure that employees are paid fairly for their
responsibilities.
Given the scope of the classification analysis and the need for an objective third
party review, the RCTC retained the services of Creative Management Solutions (CMS),
a management consulting firm (hereafter referred to as "The Consultant"), to perform the
study. The firm has worked with over 150 clients during the past 10 years in conducting
similar types of analyses.
The classification study is intended to achieve a number of organizational goals.
Among these goals are the need to: a) determine how many classification levels are
needed given differences in the job functions and qualifications requirements of various
positions; b) assess whether the current job titling is appropriate; and, c) establish whether
the current job classifications are representative of the scope and types of work performed
by positions in each job classification and to make changes as needed. The information
from this job analysis will also be used to: a) conduct internal job evaluation comparisons;
and, b) to perform a market compensation study of similar benchmark jobs for the purpose
of assigning the jobs to salary ranges.
[I WORK
METHODOLOGY
The Consultant used a number of common job analysis methods to improve the
validity and reliability of the study results. An introductory letter was drafted on behalf of
the Executive Manager to describe the goals of the study and to provide an overview of the
work plan to employees, supervisors, and management. The Consultant also conducted
an orientation meeting with the management team to introduce the study methodology and
to answer questions related to the data collection process.
Full-time employees were asked to complete a position questionnaire and to review
their current job description in order to identify any job functions that no longer applied, had
been modified, or had been added to the job definitions. The questionnaires were reviewed
for completeness and accuracy by the supervisors and managers. Additional comments
were provided at that time.
As part of the classification review process, these employees had the opportunity
to consider their current job definitions and the minimum level ofexperience, training,
education, knowledge, skills, abilities, certification and special requirements.
The Consultant reviewed the completed questionnaires and conducted interviews
with a representative sampling of employees and supervisors for each department and
division, and shared written supervisory or managerial comments with the employees
during the interview process. Meetings were also conducted with the Executive Director
and Director of Administrative Services to study the agency's development plan and to
discuss major classification issues. After the presentation of the Preliminary Report, the
Consultant has also considered additional comments and recommendations from the
employees and supervisors. The results of this analysis are presented in this Final
Classification Report.
As part of the next phases of the study, the Consultant will be presenting the results
of the market compensation analysis and internal job evaluation study in order to assign
,the jobs to salary ranges. The compensation survey results, internal job evaluation results,
and salary range recommendations will be presented later in the Compensation Report.
EXECUTIVE 4MMARYZMA4ORIRECORRATIONS
❑ Reclassify the Account Clerk to Senior Accounting Assistant to more properly
recognize the full range of accounting support functions performed by this
position.
❑ Consolidate the Program Manager I and II classifications into a single job of
Program Manager; reclassify the existing incumbents.
❑ Reclassify and consolidate the Secretary I and II classifications into a new
job of Administrative Support Specialist; this new job definition recognizes
the broader variety of office support functions performed by the two positions
assigned to this job and is more consistent with emerging job titles in the
marketplace; reclassify the existing incumbents.
❑ Modernize the Senior Bookkeeper classification and create a Senior
Accounting Technician classification; reclassify the existing incumbents.
❑ Consolidate the Staff Analyst I and II classifications into a single job of Staff
Analyst and reclassify the existing incumbents.
❑ Continue to use broadly defined job classifications to meet the RCTC's
needs for flexible staffing and to respond to changing program requirements
and service needs.
❑ Adopt the new class specifications and amended class specifications that
have been reviewed by managers, supervisors and employees for
appropriate modifications.
❑ Improve the current performance evaluation system to ensure more effective
linkage between job performance and employee compensation.
R'
MEN DAMN
ON
Dl
The classification recommendations are presented by position below:
AV,
#3i
ii��ll
Account Clerk
Carolyn Bailey
Senior Accounting Assistant
Accounting Supervisor
Michele Cisneros
Accounting Supervisor
Administrative Assistant
Traci McGinley
Administrative Assistant
Chief Financial Officer
Dean Martin
Chief Financial Officer
Deputy Executive Director
Paul Blackwelder
Deputy Executive Director
Director of Administrative
Services/Clerk of the Board
Naty Kopenhaver
Director of Administrative
Services/Clerk of the Board
Director of Intergovernmental and
Legislative Affairs
David Shepherd
Director of Intergovernmental and
Legislative Affairs
Director of Planning and Programming
Hideo Sugita
Director of Planning and
Programming
Director of Regional Issues and
Communications
Marilyn Williams
Director of Regional Issues and
Communications
Executive Assistant
Joni Shay
Executive Assistant
Executive Director
Eric Haley
Executive Director
Program Manager II
Cathy Bechtel
Program Manager
Program Manager II
Jerome Rivera
Program Manager
Program Manager II
Susan Cornelison
Program Manager
Program Manager II
Tanya Love
Program Manager
Property Agent
Claudia Chase
Property Agent
Secretary I
Annette Blough
Administrative Support Specialist
Secretary II
Jane Dobberpuhl
Administrative Support Specialist
Secretary II
Jolene Shaw
Administrative Support Specialist
Secretary II
Shirley Gooding
Administrative Support Specialist
Senior Bookkeeper
Anne Hallberg
Senior Accounting Technician
Senior Bookkeeper
Donna Polmounter
Senior Accounting Technician
Staff Analyst II
Shirley Medina
Staff Analyst
Staff Analyst II
Stephanie Wiggins
Staff Analyst
J,iO E41
RA
fi
L„r, tOMMENTAR
ARDI.f4
The Consultant supports the philosophy of creating a classification plan that reinforces
the mission, development plan, and management philosophy of the RCTC. The Consultant
also recognizes that the development goals of the RCTC will foster the need to develop a
greater range of employee competencies within each job.
The agency should adopt classification practices that are consistent with public
expectations, operational needs and service requirements. The design of the RCTC's job
classifications should promote productivity, quality, customer service and cost-effectiveness.
The classification structure should also encourage cross -training and employee development.
By doing so, employee job satisfaction can be increased and turnover. can be reduced.
Employees will also be better prepared to compete for future promotional opportunities.
The agency's classification plan should follow federal classification principles and non-
discrimination guidelines so that positions that require similar qualifications and similar
functions should be assigned to the same job classification. Separate job classifications are
recommended where there are fundamental differences in the types of job functions
performed, skill levels, working conditions, and registration, licensor or certification
requirements.
The Executive Director should have the authority to determine what type of an
organizational structure can best meet the needs of the community and what types of staffing
levels are needed to provide public services. The Executive Director should also want to
consider the number of direct reports are desired and whether any functions or divisions may
be assigned to different areas, or whether particular programs or services may be provided on
a contract basis. These types of management practices are ultimately subject to the approval
,of the RCTC Board of Commissioners.
As a whole, the current class specifications are largely accurate in depicting the range
of job functions and qualifications required of incumbents. There are some changes that
should be made in classification assignments and job titles. These recommendations have
been presented in the Findings Section and the new class specifications.
The Executive Director has stressed that it is necessary to strengthen the current
performance evaluation system so that there will be more effective linkage between job
accountabilities and employee compensation. The Consultant concurs with this assessment
and recommends that the system be upgraded with the assistance of anindependent
facilitator and trainer within this calendar year.
l,l
HANCE1LASSIFICATIONS
The information in this section is presented in order of the job title and provides an
overview of positions in which classification changes have been proposed. In addition, the
Consultant has modified other classification specifications to reflect current responsibilities and
qualifications.
The Consultant has concluded that a number of organizational, operational and
technological changes are not reflected within the scope of the current job classifications. The
classification plan has been updated to ensure the proper allocation of positions to jobs that
represent the range of skills and responsibilities and qualifications that are required of positions
that are assigned to different departments, programs and projects.
It should be noted that the agency may wish to restructure the job assignments and
cross -training programs associated with these positions in the future. The classification
findings that follow are based upon the current job definitions and if these job definitions are
changed, the classification recommendations might be correspondingly altered.
In most cases, the RCTC's current job titles appropriately represent the scope of work
that is performed by employees in these jobs. However, in some cases, changes have been
recommended in order to reflect the nature and level of responsibilities of these jobs and the
types of qualifications that are required to perform these functions.
The Consultant has not attempted to provide the details of every job function and
qualification guideline that applies to these jobs in this Classification Report. However, the
Consultant has attempted to highlight recommendations that apply to proposed changes in
department names, job titles, job functions and qualifications guidelines
ICINIENDED REC !'`5 1FICATIONS
!Account Clerk
The current job title is somewhat narrow in its connotation and does not reflect the full
scope of accounting support functions as related to accounts payable, payroll, accounts
receivable, purchasing support, and retirement plan record keeping. The job title and the job
description have been revised to reflect these responsibilities and qualifications.
Program Manager I and II
The present classification plan designates two levels of Program Manager, the
Program Manager I and the Program Manager II. These two designations are very similar in
the scope of their job responsibilities, knowledge requirements, judgement and interfaces. As
a matter of practice, the RCTC has also been recruiting individuals that have the slightly higher
qualifications associated with the Program Manager II.
Consistent with the desire to create broader job classifications that promote staffing
flexibility and to provide clear distinctions in separate job classifications, it has been
recommended that the two classification levels by combined into Program Manager.
The job title and the job description have been revised to reflect these responsibilities and
qualifications._
Secretary I and II
The current classification plan designates two levels of Secretary, the Secretary I and
the Secretary II. These two designations are very similar in the scope of their job
responsibilities, knowledge requirements, skill, judgement and interfaces. The current
classification levels are not supported by differences in the job content and qualifications and
are not consistent withthe broad uses of classifications that are part of the management
philosophy of the organization. The two jobs should be combined into one level. All four
incumbents should be placed into the same new job classification.
The Secretary job title is too narrow in that it tends to reflect only the typing, minutes,
record keeping and interpersonal contacts that are associated with positions in this
classification. The actual job responsibilities are more varied and entail preparing agendas,
.maintaining databases, preparing mailing materials, and compiling materials for various
documents. A more accurate job title would be broader in nature and would be consistent with
the titles being used for similar classifications in the marketplace. It is recommended that the
job title be modified to Administrative Support Specialist. The job description has also been
revised to reflect these responsibilities and qualifications._
;Senior Bookkeeper
The current job title is somewhat outdated and does not reflect the nature of the
technical accounting support that is provided by these positions relative to the general ledger,
budget schedules, financial and investment reports, account analysis schedules, loan records
and related functions. A more appropriate job title that reflects the knowledge of accounting
methods and principles in the public sector is Accounting Technician. The job title and the job
description have been revised to reflect these responsibilities and qualifications.
13
Staff Analyst 1 and 11
The present classification plan designates two levels of Staff Analyst, the Staff Analyst
I and the Staff Analyst II. These two designations are very similar in the scope of their job
responsibilities, knowledge requirements, judgement and interfaces. As a matter of practice,
the RCTC has also been recruiting individuals that have the slightly higher qualifications
associated with the Staff Analyst II.
Consistent with the desire to create broader job classifications that promote staffing
flexibility and to provide clear distinctions in separate job classifications, it has been
recommended that the two classification levels by combined into Staff Analyst. The job title
and the job description have been revised to reflect these responsibilities and qualifications.
Riverside County Transportation Commission (RCTC)
Class Specification
ADMINISTRATIVE ASSISTANT
Department/Division: Administration
Reports To: Director of Administrative Services
Supervises: Office Services Specialists
Date Prepared: July 18, 1999
File Name: AdministrativeAssistant.doc
Job Content
Job Summary:
Under general supervision, provides analytical and administrative support to the
Director of Administrative Services/Clerk of the Board and office staff; assists in
performing administrative activities to support the daily operations of the Commission;
serves as the Deputy Clerk of the Board; and performs other related work as
necessary.
Examples of Essential Functions:
1!. Prepares, organizes, photocopies, and distributes Commission meeting agendas to
participating parties as well as governmental agencies and the general public.
2. Attends and sets up commission meetings as the Deputy Clerk of the Board,
including recording and transcribing record proceedings, and compiling, scanning
and editing meeting information into the computer system.
3! Assists the Director of Administrative Services/Clerk of the Board with Human
Resources functions including conducting compensation and benefit surveys,
providing employee orientations and maintaining personnel files; monitors the
completion of employee performance reviews and other personnel reporting
deadlines:
/i3
Page 2
Class Specification: Administrative Assistant
4. Attends meetings and communicates developments relating to the Public
Employees Retirement System Employer Advisory Council and related functions.
5. Composes correspondence, reports and other written materials.
6. Reviews agenda memorandums for accuracy and completeness.
7. Provides technical assistance to public agencies and staff by responding to requests
for information related to Commission actions.
8. Conveys key information to Director of Administrative Services to facilitate
communications between staff members and external parties.
9. Monitors the ordering of office supplies by office support staff.
10. Prepares, organizes,maintains and publishes the RCTC web site.
11.Acts as a backup contact for employees related to agency computer system
questions and problems.
12.Assists the Director of Administrative Services/Clerk of the Board and staff with day-
to-day commission business.
13. Develops and maintains filing systems, records and logs including computerized
inventory database and mailing lists.
14. Completes other special projects as assigned.
The preceding functions have been provided as examples of the types of work
performed by employees assigned to this job classification. Management reserves the
right to add, modify, change or rescind the work assignments of different positions and
to make reasonable accommodations so that qualified employees can perform the
essential functions of the job.
Qualifications Guidelines
Education/Training/Experience:
Required: Equivalent to completion of high school. Five or more years of
administrative and secretarial support experience.
Desirable: Some administrative work involving local government agencies. Some
experience in a lead capacity.
Page 3
Class Specification: Administrative Assistant
Knowledge:
Principles and practices of office administration; records management procedures; rules
governing public meetings and notices; research methods; office practices and
procedures including filing and typing methods; RCTC administrative practices and
department procedures; English grammar, spelling and punctuation; and database,
word processing and spreadsheet applications programs.
Skills/Abilities:
Take and transcribe minutes from meetings; type documents; proofread, edit and enter
information into computerized databases; organize, coordinate and complete tasks to
meet scheduled deadlines; analyze and solve problems; organize, coordinate and lead
the work of secretarial and office support staff; operate personal computer, calculator
and standard office equipment including financial payroll systems; understand and
follow oral and written instructions; and communicate effectively and work cooperatively
with co-workers, management, public, commission, and other department personnel.
Physical Elements:
This is primarily a sedentary classification and the employee works in an office
environment with moderate noise levels, controlled temperature conditions and no direct
exposure to hazardous physical substances. The employee interfaces with staff,
management, other departmental representatives, transportation and government
officials, business representatives, and the general public in explaining agency policies,
and requesting and providing information.
Finger dexterity is needed to access, enter and retrieve data using a computer
keyboard or calculator and to operate standard office equipment. The position
occasionally bends, stoops, reaches, pushes and pulls drawers to.retrieve and file
information and lifts and carries reports and records that typically weigh less than 20
pounds.
Special Requirements:
This position may be required to be certified in shorthand or to demonstrate similar
proficiency in taking dictation and transcribing minutes from meetings.
Riverside County Transportation Commission (RCTC)
Class Specification
ADMINISTRATIVE SUPPORT SPECIALIST
Department/Division: Administrative Services
Reports To: Designated department directors
Supervises: N/A
Date Prepared: July 22, 1999
File Name: OfficeServicesSpecialist.doc
Job Content
Job Summary:
Under general supervision, assists the Directors, Program Managers, Staff Analysts
and Committees by performing a broad range of secretarial, clerical and receptionist
support functions; and performs other related work as necessary.
Examples of Essential Functions:
1. Provides assistance to staff and the management team by performing clerical,
secretarial and administrative support duties.
2. Receives and directs incoming calls and visitors to appropriate managers, and staff;
provides basic agency information and assistance as necessary.
3. Types, distributes and posts agendas for committees; and copies, mails and
distributes minutes; contacts attendees regarding committee actions.
4i. Organizes, assembles and distributes mass mailings; opens, sorts, date stamps,
and distributes regular mail to appropriate staff; processes outgoing mail for RCTC,
consultants and the WRCOG.
5. Makes travel arrangements for staff and Commissioners, including ordering and
maintaining inventory of Corporate airline tickets; completes activity log for
verification and for accounting purposes.
Page 2
Class Specification: Office Services Specialist
6. Coordinates conferences, workshops and other meetings conducted by staff;
attends meetings and takes minutes as needed.
7. Schedules and verifies availability of conference room for all meetings; prepares
refreshments and sets up equipment.
8. Composes and types correspondence, agendas, reports and memos, including
filing, typing and proofreading various documents.
9. Scans and compiles monthly newspaper articles for "TransClips" and "Rail Updates"
for dissemination to Commissioners and the public; distributes appropriate news
articles and notifies all staff concerning these items.
10. Enters and maintains computerized database files, correspondence files, address
logs, travel logs, and sign -out sheets.
,11.Orders courier and overnight mailing supplies; organizes, tracks and maintains.
inventory of agency supplies, public information brochures, bus schedules and
related materials.
12. Prepares and distributes timesheets on a bi-weekly basis.
13. Opens, sorts, date stamps and distributes mail to appropriate staff; processes
outgoing mail for RCTC, consultants and the WRCOG.
;14. Implements document, data and records control procedures.
15. Participates in the completion of special projects such as coordinating requests for
proposals, preparing spreadsheets, and compiling data for special reports.
The preceding functions have been provided as examples of the types of work
performed by employees assigned to this job classification. Management reserves the
right to add, modify, change or rescind the work assignments of different positions and
to make reasonable accommodations so that qualified employees can perform the
essential functions of the job.
Qualifications Guidelines
Education/Traininq/Experience:
Required: Equivalent to completion of high school. Three or more years of office
support and public contact experience.
Desirable: Some experience working in a public sector organization performing similar
functions.
. Page 3
Class Specification: Office Services Specialist
Knowledge:
Proper telephone etiquette; business correspondence methods; purchasing
procedures; modern office practices and record keeping procedures; uses of
telecommunications and standard office equipment; RCTC organization structure,
administrative practices and department procedures; word processing and spreadsheet
applications programs; English grammar, spelling and punctuation.
Skills/Abilities:
Organize, coordinate and complete tasks to meet scheduled deadlines; explain RCTC
office practices and provide basic information to the public; compile materials for
articles and publications; compose, type and edit documents; establish and maintain
files; operate personal computer, transcription equipment and standard office
equipment including fax machine, computer printer, postal meter and copier machines;
understand and follow oral and written instructions; and communicate effectively and
work cooperatively with staff, commissioners, management, public officials, business
representatives, other department personnel and the general public.
Physical Elements:
This is primarily a sedentary classification and the employee works in an office
environment with moderate noise levels, controlled temperature conditions and no direct
exposure to hazardous physical substances. The employee interfaces with staff,
management, other departmental representatives, transportation and government
officials, business representatives, and the general public in explaining agency policies,
and requesting and providing information.
Finger dexterity is needed to access, enter and retrieve data using a computer keyboard
or calculator and to operate standard office equipment. The position occasionally bends,
stoops, reaches, pushes and pulls drawers to retrieve and file information and lifts and
carries reports and records that typically weigh less than 20 pounds.
Special Requirements:
None.
CHIEF FINANCIAL OFFICER
Department/Division: Finance
Reports To: Executive Director
Supervises:
Date Prepared:
File Name:
Job Content
Job Summary:
Program Manager, Property Agent, Accounting
Supervisor, Senior Accounting Technician, Senior
Accounting Assistant and Office Services Specialist
July 18, 1999
ChiefFinancialOfficer
Under general direction, plans, directs and manages the financial resources and
assets of the Commission through the development and implementation of
proper accounting practices, policies and procedures; manages and coordinates
the Work of staff; performs other related work as necessary.
Examples of Essential Functions:
1. Directs the RCTC's annual budgetary planning process; communicates
financial goals and strategic objectives; evaluates proposed resource
allocations in cooperation with the Executive Director.
Page 2
Class Specification: Chief Financial Officer
2. Plans, organizes, directs, supervises and evaluates the work of professional,
administrative and accounting support staff.
3. Trains staff, explains accounting processes, manages projects, and provides
direction in response to technical questions and problems.
4. Directs and prepares agency financial reporting processes, accounting
systems and records in a manner to pass the Commission's annual audit.
5. Reviews and assures the completion of timely and informative financial
statements and accounting information and the development and
implementation of proper fiscal controls.
6. Evaluates actual expenditures in comparison with budgeted expenditures
throughout the fiscal year and determines whether targets are being achieved
or whether adjustments are needed.
7. Prepares agenda items related to the financial operations of the RCTC and
attends staff and commission meetings; makes presentations as needed.
8. Manages and directs the Commission's investment portfolio and adopts
strategies to maximize earnings and demonstrate appropriate stewardship of
tax dollars.
9. Manages debt maintenance functions including covenant compliance, debt
repayment, secondary market disclosure, and investor, rating agency, bond
insurer and trustee relations.
10. Manages the Commmission's capital borrowing program in accordance with
the voter approved transportation plan.
11. Manages Commission contracts and maintains effective relations with bond
counsel, commerical and investment bankers, investment advisors, financial
advisors, and auditors.
12. Coordinates financial activities and interfaces with representatives of other
agencies including the WRCOG; participates in professional development
activities.
13. Oversees the Budget and Implementation Committee and serves as primary
staff liaison.
Page 3
Class Specification: Chief Financial Officer
14.Attends and makes presentations at Board, Committee and Staff meetings;
analyzes and responds to related questions and issues.
15. Reviews and prepares information within a variety of reports and documents
including financial statements, the General Ledger, the Investment and
Cashflow Report, the Proposed and Revised Budget, the Comprehensive
Annual Financial Report, and the bi-annual Strategic Plan.
16. Evaluates and approves fixed asset purchases in excess of established
limits.
The preceding functions have been provided as examples of the types of work
performed by employees assigned to this job classification. Management
reserves the right to add, modify, change or rescind the work assignments of
different positions and to make reasonable accommodations so that qualified
employees can perform the essential functions of the job.
Qualifications Guidelines
Education/Training/Experience:
Required: Equivalent to Bachelor's degree in Finance, Accounting, Business
Administration or a closely related field. Eight or more years of broad and
progressively responsible professional and supervisory financial management
and accounting experience.
Desirable: Specialized coursework or training in public capital debt
management, public auditing practices, governmental fund accounting, the
principles of supervision, and related areas that are typically part of a Master's
degree, CPA certification, and/or continuing education curriculum.
Knowledge:
Generally accepted accounting principles and practices; governmental fund
accounting methods; auditing standards; public capital debt market practices and
requirements related to bond financing; state and federal laws and regulations
pertaining to municipal finance operations; supervisory methods and principles;
project management techniques; contract administration principles; computer
hardware and software applications including spreadsheet, database, word
processing and Internet applications programs.
Page 4
Class Specification: Chief Financial Officer
Skills/Abilities:
Evaluate and make sound policy and procedural recommendations; research
and interpret applicable federal and state legislation and local codes and
regulations; analyze and solve complex problems; select, train, supervise and
evaluate the work of staff; organize, manage and coordinate projects involving
other agencies, consultants, and contractors; make effective oral and written
presentations; plan, organize, and complete work independently and meet
deadlines; operate personal computer, calculator and standard office equipment;
establish and maintain effective communications with agency representatives,
Commissioners, consultants, contractors, other governmental officials, staff,
management, and the general public.
Physical Elements:
This is primarily a sedentary classification and the employee works in an office
environment with moderate noise levels; controlled temperature conditions and no
direct exposure to hazardous physical substances. The employee interfaces with
staff, management, other departmental representatives, transportation and
government officials, business representatives, and the general public in
explaining agency policies, requesting and providing information, and making
presentations.
Finger dexterity is needed to access, enter and retrieve data using a computer
keyboard or calculator and to operate standard office equipment. The position
occasionally bends, stoops, reaches, pushes and pulls drawers to retrieve and file
information and lifts and carries reports and records that typically weigh less than
20 pounds.
Special Requirements:
None
Riverside County Transportation Commission (RCTC)
Class Specification
DEPUTY EXECUTIVE DIRECTOR
Department/Division: Capital Projects
Reports To: Executive Director
Supervises: Program Manager, Staff Analyst
Date Prepared: July 7, 1999
File Name: DeputyExecutiveDirector
Job Content
Job Summary:
Under general direction, directs, coordinates and implements capital improvements
projects as part of Measure A Highway and Rail Program; oversees Rideshare,
Specialized Transit and Commuter Rail Programs; acts on behalf of the Executive
Director during absences; performs other related work as necessary.
Examples of Essential Functions:
1. Develops agreements on project scope and cost and resolve issues with
Caltrans and other state and federal agencies related to STIP and Measure A
projects.
Page 2
Class Specification: Deputy Executive Director
2. Selects consultants and contractors for environmental, engineering, design and
construction activities associated with Measure A funded highway and rail
projects.
3. Plans and, directs capital project development and manages personnel and
capital expenditures.
4. Interviews and selects consultants; oversees consultant studies and construction
progress; resolves operational issues, reviews change orders and cost runs and
negotiates construction claims in concert with the Consultant Program Manager.
5. Develops agreements with County of Riverside for Right of Way acquisitions and
oversees the negotiation and acquisition process to resolve issues and ensure
that agency goals are being attained.
6. Negotiates final Right of Way settlements with Legal Counsel and attends court
proceedings as required.
7. Directs and evaluates the work of RCTC staff who manage rideshare,
specialized transit and commuter rail projects.
8. Reviews and approves monthly agenda items prepared by RCTC staff and
consultant staff.
9. Coordinates and participates in specialized studies and the development of
programs such as STIP, the Mesure A Strategic Plan, North -South Corridor
Study, CETAP, Soundwall Analysis, Southwest Area Mitigation Fee Study, and
similar types of projects.
10. Meets with the public and responds to inquiries regarding Measure A Program
and other RCTC policies and functions.
11.Attends and makes presentations at Board, Committee and Staff meetings;
analyzes and responds to related questions and issues.
12. Represents the Executive Director at various meetings with federal and state
agencies, consultants, legal counsel, contractors, legislative representatives,
interest groups and the general public.
13.Attends interagency meetings, construction progress meetings and various
professional conferences in order to obtain information of relevance to the
RCTC.
Page 3
Class Specification: Deputy Executive Director
14. Reviews and approves monthly billings and signs RCTC checks; reviews and
approves employee expense claims.
The preceding functions have been provided as examples of the types of work
performed by employees assigned to this job classification. Management reserves
the right to add, modify, change or rescind the work assignments of different
positions and to make reasonable accommodations so that qualified employees can
perform the essential functions of the job.
Qualifications Guidelines
Education/Training/Experience:
Required: Equivalent to Bachelor's degree in Public Administration, Planning,
Engineering or a closely related field. Ten or more years of broad and progressively
responsible professional and supervisory experience in transportation planning,
construction management, contract administration, and related areas.
Desirable: Specialized coursework or training in project management, construction
administration, contract administration, program development, the principles of
supervision, and related areas that are typically part of a continuing education
curriculum.
Knowledge:
State and federal transportation laws, regulations and funding requirements;
environmental, safety and construction standards and regulations related to
transportation projects; scheduling and cost management methods and practices;
contract administration principles and techniques; claims settlement procedures;
right-of-way acquisition procedures; program development techniques; computer
hardware and software applications including the Internet, spreadsheet and
wordprocessing applications programs.
Page 4
Class Specification: Deputy Executive Director
Skills/Abilities:
Evaluate and make sound policy and procedural recommendations; research and
interpret applicable federal and state laws and local codes and regulations; select,
train, supervise and evaluate the work of staff; organize, manage and coordinate
projects involving other agencies, consultants, and contractors; analyze and solve
complex problems; make effective oral and written presentations; plan, organize,
and complete work independently and meet deadlines; operate personal computer
and standard office equipment; establish and maintain effective communications
with agency representatives, Commissioners, consultants, contractors, other
governmental officials, staff, management, and the general public.
Physical Elements:
This is primarily a sedentary classification and the employee works in an office
environment with moderate noise levels, controlled temperature conditions and no
direct exposure to hazardous physical substances. The employee interfaces with
staff, management, other departmental representatives, transportation and
government officials, business representatives, and the general public in explaining
agency policies, requesting and providing information, and making presentations.
Finger dexterity is needed to access, enter and retrieve data using a computer
keyboard or calculator and to operate standard office equipment. The position
occasionally bends, stoops, reaches, pushes and pulls drawers to retrieve and file
information and lifts and carries reports and records that typically weigh less than
20 pounds.
Special Requirements:
This position is expected to possess a valid Class C or Class 3 California drivers
license and to have an acceptable driving record in order to attend interagency and
private meetings and conduct RCTC business.
Riverside County Transportation Commission (RCTC)
Class Specification
DIRECTOR OF ADMINISTRATIVE SERVICES/
CLERK OF THE BOARD
Department/Division: Administration
Reports To: Executive Director
Supervises: Administrative Assistant, and Office Services staff
Date Prepared: July 18, 1999
File Name: DirAdminSvicesClerkoftheBoard
Job Content
Job Summary:
Under general direction, plans, organizes and directs Administrative Services for
the RCTC including Board records, human resources, general services,
disadvantaged business enterprise program, purchasing, office operations and
maintenance, and special projects and programs; advises Commissioners and
Executive Director on policies and procedures adopted by the Commission;
performs other related work as necessary.
Examples of Essential Functions:
1. Administers human resources program including employment, training,
performance evaluation, employee relations, and related functions; conduct
studies and present related reports.
Page 2
Class Specification: Director of Administrative Services/Clerk of the Board
2. Prepares, publishes and maintains official Commission meeting record
proceedings; maintains mailing lists and disseminates records of meetings.
3. Researches and responds to inquiries and requests for information regarding
past Commission actions and documents.
4. Administers and maintains document retention and archival program of all
Commission/Committee agenda memos and minutes, ordinances,
resolutions, contracts, and other records.
5. Publishes notices and places advertisements for requests for proposals,
public hearings, and other public notices in accordance with federal and state
regulations and Commission policies; serves as Filing Officer for Economic
Interest and Campaign Disclosure statements and legal claims against the
Commission.
6. Manages the acquisition of Commission supplies, furniture and equipment
and the disposition of surplus or obsolete equipment and furniture; analyzes
and makes recommendations on major purchases.
7. Attends and makes presentations at Board, Committee and Staff meetings;
analyzes and responds to related questions and requests for information.
8. Prepares, implements and reviews administrative goals and objectives and
monitors department budget expenditures.
9. Analyzes office lease contract and makes recommendations to the Executive
Director and the Commission; manages Commission office facility.
10. Prepares reports and keeps records of contract activities related to the
Disadvantaged Business Enterprise Program.
11.Organizes, coordinates, supervises and evaluates the work of administrative
and office support staff.
12. Reviews billings and signs RCTC checks in compliance with the agency's
joint review and approval requirements.
13. Performs other special projects as assigned.
Page 3
Class Specification: Director of Administrative Services/Clerk of the Board
The preceding functions have been provided as examples of the types of work
performed by employees assigned to this job classification. Management
reserves the right to add, modify, change or rescind the work assignments of
different positions and to make reasonable accommodations so that qualified
employees can perform the essential functions of the job.
Qualifications Guidelines
Education/Train ing/Experience:
Required: Equivalent to Bachelor's degree in Public Administration, or a closely
related field. Eight or more years of broad and progressively responsible
experience in human resources, administrative services, records management
and related areas.
Desirable: Specialized coursework or training in human resources management,
records management, and related areas that are typically part of a continuing
education curriculum.
Knowledge:
State and federal fair employment laws and non-discrimination regulations;
principles, practices and methods of human resources management; State
Election Code and Reform Act; RCTC administrative practices and office
procedures; the Brown Act and regulations and codes related to public
information and records retention requirements associated with the Clerk of the
Authority; federal requirements pertaining to Disadvantaged Business
Enterprises; document management systems; principles and practices of
purchasing and facilities management; computer hardware and software
applications including the Internet and wordprocessing applications programs.
Skills/Abilities:
Research and interpret applicable federal and state laws and local codes and
regulations; select, train, supervise and evaluate the work of staff; analyze and
solve complex problems; make effective oral and written presentations; make
sound policy and procedural recommendations; plan, organize, and complete
work independently and within established deadlines; operate personal computer
and standard office equipment; establish and maintain effective communications
with Commissioners, local officials, staff, management, other departmental
representatives, and the general public.
Page 4
Class Specification: Director of Administrative Services/Clerk of the Board
Physical Elements:
This is primarily a sedentary classification and the employee works in an office
environment with moderate noise levels, controlled temperature conditions and no
direct exposure to hazardous physical substances. The employee interfaces with
staff, management, other departmental representatives, transportation and
government officials, business representatives, and the general public in
explaining agency policies, requesting and providing information, and making
presentations.
Finger dexterity is needed to access, enter and retrieve data using a computer
keyboard or calculator and to operate standard office equipment. The position
occasionally bends, stoops, reaches, pushes and pulls drawers to retrieve and file
information and lifts and carries reports and records that typically weigh less than
20 pounds.
Special Requirements:
This position is expected to possess a valid Class C or Class 3 California driver's
license and to have an acceptable driving record in order to attend meetings and
conduct RCTC business.
Riverside County Transportation Commission (RCTC)
Class Specification,
DIRECTOR OF INTERGOVERNMENTAL AND
LEGISLATIVE AFFAIRS
Department/Division: Intergovernmental and Legislative Affairs
Reports To: Executive Director
Supervises: Executive Assistant (RCTC) Secretary I (SANBAG)
Date Prepared: June 20, 1999
File Name: DirintergovLegislativeAffairs
Job Content
Job Summary:
Under general direction, analyzes, recommends and adopts positions on federal
and state proposals; advocates support and opposition of legislation, regulations
and initiatives affecting the RCTC and related agencies; coordinates relations with
other governmental bodies, elected and appointed representatives, and private
sector groups; performs other related work as necessary.
Examples of Essential Functions:
1. Analyzes proposed and adopted federal and state legislation affecting the RCTC
and related local bodies.
2. Prepares State and Federal Legislative Updates.
3. Advocates legislative positions on behalf of State legislative representatives.
4. Coordinates legislative positions with other governmental agencies such as
SANBAG and other transportation and planning bodies.
Page 2
Class Specification: Director of Intergovernmental and Legislative Affairs
5. Manages the work of state and federal advocates.
6. Attends and makes presentations at Board, Committee and Staff meetings;
analyzes and responds to related questions and requests for information.
7. Attends and makes presentations at private sector Coalition meetings;
formulates RCTC's position on issues and gathers and evaluates information
concerning local business interests and issues.
8. Reviews and evaluates staff reports.
9. Analyzes and approves contract invoices submitted by state and federal
advocates.
10. Prepares, presents and routes memos and communications to the Executive
Directors of RCTC and SANBAG and appropriate parties.
11. Completes special projects as assigned by the Executive Director or designee.
12. Coordinates work of administrative support staff.
The preceding functions have been provided as examples of the types of work
performed by employees assigned to this job classification. Management reserves
the right to add, modify, change or rescind the work assignments of different
positions and to make reasonable accommodations so that qualified employees can
perform the essential functions of the job.
Qualifications Guidelines
Education/Training/Experience:
Required: Equivalent to Bachelor's degree in Public Policy, Public Administration,
or a closely related field. Five or more years of professional legislative analysis
experience, including work involving transportation agencies.
Desirable: Specialized coursework or training as part of a Master's degree program
in legislative analysis, policy analysis, transportation regulations, and related areas
affecting the RCTC.
Knowledge:
Page 3
Class Specification: Director of Intergovernmental and Legislative Affairs
State and federal legislative processes; legislative history affecting the RCTC and
related transportation and planning agencies; state and federal transporation
regulations; advocacy practices; public relations principles; policy analysis methods;
contract management practices; negotiation methods and techniques; report writing
methods and techniques; RCTC organizational structure and administrative
practices; computer hardware and software applications including the Internet and
wordprocessing applications programs.
Skills/Abilities:
Analyze, interpret and evaluate complex legislation and regulations; anticipate
impacts of legislative positions on RCTC's interests; prepare advocacy positions
and legislative platforms and make sound policy recommendations; write reports
and make effective and persuasive oral presentations; analyze and solve complex
problems; coordinate and review the work of advocates and administrative support
staff; administer contracts; plan, organize, and complete work independently and
within established deadlines; operate personal computer and standard office
equipment; establish and maintain effective communications with legislative
representatives, agency representatives, local officials, staff, management, private
industry representatives, and related parties.
Physical Elements:
This is primarily a sedentary classification and the employee works in an office
environment with moderate noise levels, controlled temperature conditions and no
direct exposure to hazardous physical substances. The employee interfaces with
staff, management, other departmental representatives, transportation and
government officials, business representatives, and the general public in explaining
agency policies, requesting and providing information, and making presentations.
Finger dexterity is needed to access, enter and retrieve data using a computer
keyboard or calculator and to operate standard office equipment. The position
occasionally bends, stoops, reaches, pushes and pulls drawers to retrieve and file
information and lifts and carries reports and records that typically weigh less than
20 pounds.
Special Requirements:
Page 4
Class Specification: Director of Intergovernmental and Legislative Affairs
This position is expected to travel off -site and overnight to attend day and evening
meetings and to interact with legislative, political and administrative representative's.
Possession of a valid Class C or Class 3 California driver's license and an
acceptable driving record.
Riverside County Transportation Commission (RCTC)
lass Specification ;
DIRECTOR OF PLANNING AND PROGRAMMING
Department/Division: Planning and Programming
Reports To: Deputy Executive Director and Executive Director
Supervises: Program Manager, Staff Analyst and support staff
Date Prepared: July 9, 1999
File Name: DirPlanningProgramming
Job Content
Job Summary:
Under general direction, plans, directs and oversees the implementation of major
state and federal transportation planning and congestion management and
mitigation projects and programs; supervises the work of program management
staff and consultants; performs other related work as necessary.
Examples of Essential Functions:
1. Plans, organizes and directs planning projects and programs as part of the
Community Environmental Transportation Acceptability Process which
involves the integrated development of a new General Plan and Multi -
Species Habitat Conservation Plan (MSHCP) and to update the General
Plan.
�J�
Page 2
Class Specification: Director of Planning and Programming
2. Develops plans, strategies and programs related to land use, habitat eentrel,
and species protection in different corridors.
3. Monitor and participate in public informational workshops to identify
community priorities and issues and to garner support for transportation
initiatives, projects and programs.
4. Oversees the work of contractors and consultants and the use of
appropriated funds within specified contracts and timelines.
5. Develops planning policy options for the development of RCTC STIP and
RTIP programs and ammendments, including opportunities for improvement
and the assessment of associated risks.
6. Directs the development of requests for proposals for STP, CMAQ, STIP
Regional Improvement Program (RIP) funds, and related legislated programs
and initiatives.
7. Plans, organizes, supervises and evaluates the work of RCTC program
management, analysts, and support personnel.
8. Acts as technical liaison on transportation planning and programming projects
in support of member agencies, regional, state and federal agencies, private
companies, and the public at large.
9. Directs and oversees bi-annual Congestion Management Program update,
Intelligent Transportation Systems (ITS) program, and designated planning
projects and programs.
1 o. Provides technical planning and policy direction to the RCTC Plans and
Programs Committee and the RCTC Technical Advisory Committee.
11. Attends and makes presentations at Board, Committee, and staff meetings;
analyzes and responds to related questions and issues.
12. Represents the agency at various meetings with federal and state agencies,
member agencies, consultants, contractors, interest groups and the general
public.
13. Prepares and reviews a variety of planning and policy reports and
communications related to planning projects, programs, and the appropriation
of funds.
Page 3
Class Specification: Director of Planning and Programming
The preceding functions have been provided as examples of the types of work
performed by employees assigned to this job classification. Management reserves
the right to add, modify, change or rescind the work assignments of different
positions and to make reasonable accommodations so that qualified employees can
perform the essential functions of the job.
Qualifications Guidelines
Education/Training/Experience:
Required: Equivalent to Bachelor's degree in Public Administration, Planning,
Engineering or a closely related field. Eight or more years of broad and
progressively responsible professional and supervisory experience in
transportation planning, construction management, contract administration, and
related areas.
Desirable: Specialized coursework or training in project management,
construction administration, contract administration, program development, the
principles of supervision, and related areas that are typically part of a Master's
degree program or a continuing education curriculum.
Knowledge:
Elements of the General Plan; local planning processes; state and federal
transportation programming regulations; planning goals and funding
requirements associated with a range of air quality, congestion control and
environmental management programs; public policy and planning principles;
program development, evaluation and management methods; public participation
and involement processes; principles of supervision; budgetary planning
practices; contract administration principles and techniques; computer hardware
and software applications including the Internet, spreadsheet and
wordprocessing applications programs.
q�
Page 4
Class Specification: Director of Planning and Programming
Skills/Abilities:
Evaluate and make sound policy and procedural recommendations; research
and interpret applicable federal and state laws and local codes and regulations;
select, train, supervise and evaluate the work of staff; organize, manage and
coordinate projects involving other agencies, consultants, and contractors;
develop strategic plans and initiatives that are consistent with sound planning
principles; analyze and solve complex problems; make effective oral and written
presentations; plan, organize, and complete work independently and meet
deadlines; operate personal computer and standard office equipment; establish
and maintain effective communications with member agencies, private company
representatives, Commissioners, consultants, contractors, other governmental
officials, staff, management, and the general public.
Physical Elements:
This is primarily a sedentary classification and the employee works in an office
environment with moderate noise levels, controlled temperature conditions and no
direct exposure to hazardous physical substances. The employee interfaces with
staff, management, other departmental representatives, transportation and
government officials, business representatives, and the general public in explaining
agency policies, requesting and providing information, and making presentations.
Finger dexterity is needed to access, enter and retrieve data using a computer
keyboard or calculator and to operate standard office equipment. The position
occasionally bends, stoops, reaches, pushes and pulls drawers to retrieve and file
information and lifts and carries reports and records that typically weigh less than 20
pounds.
Special Requirements:
This position is expected to possess a valid Class C or Class 3 California driver's
license and to have an acceptable driving record in order to attend meetings and
conduct RCTC business.
Rivers
ansportatioln `Colmllnissioln (RCTC)
;lass Specification
DIRECTOR OF REGIONAL ISSUES AND COMMUNICATIONS
Department/Division: Regional Issues and Administration
Reports To: Executive Director
Supervises: Public Information Officer
Date Prepared: July 6, 1999
File Name: DirectorReglssuesCommunications
Job Content
Job Summary:
Under general direction, leads and coordinates policy -making and project decisions
involving regional issues affecting Riverside County and other jurisdictions;
analyzes, recommends and adopts positions on federal and state proposals;
establishes and implements communications program including public education
and outreach activities', and training and professional development programs
involving commissioners and staff; performs other related work as necessary.
Examples of Essential Functions:
1. Represents RCTC on various technical advisory and project development teams
to provide staff leadership and effect decision processes in support of the policy
positions of the RCTC and other policy members.
2. Participates on the Mobile Source Air Pollution Reduction Review Committee's
Technical Advisory Committee and other standing or ad hoc subcommittees;
assists in policy member briefings, project development, proposal development
and evaluation, and policy analysis activities.
Page 2
Class Specification: Director of Regional Issues and Communications
3. Facilitates and maintains relations with public and private organizations to
enhance the RCTC's role in public policy making.
4. Defines, develops and manages the RCTC's communications program in
cooperation with commissioners and staff including the preparation of marketing
and media materials such as the annual report, brochures, stationary materials,
ads, and the agency's Website.
5. Directs and oversees RCTC's public information program targeted at elected
officials, economic and business development organizations, and opinion
leaders.
6. Supervises and provides technical direction to Public Information Officer in the
preparation of press releases, media events, and editorial board presentations.
7. Creates and implements Commissioner orientation and training workshops and
briefings based upon staff input and needs.
8. Oversees and directs the work of consultant staff performing specific contracted
services for the RCTC.
9. Designs and implements formal orientation and training programs for staff in
support of career development options.
10. Identifies and builds public and private partnerships and elicits investment in air
quality and congestion mitigation projects and other development initiatives.
11. Creates, implements and manages RCTC approved alternative fuels projects,
such as the CMAQ Clean Fuels Opportunity Funds.
12. Prepares budget reports and reviews and updates budget expenditures and
department goals.
13. Writes correspondence and reports and prepare agendas and memos to outline
issues, define procedures, request RCTC's authorization to provide financial
commitments to projects and programs.
14. Meets with and makes presentations to a variety of public officials, business
representatives, media representatives, consultants, lawyers, marketing
representatives, management and staff.
Page 3
Class Specification: Director of Regional Issues and Communications
The preceding functions have been provided as examples of the types of work
performed by employees assigned to this job classification. Management reserves
the right to add, modify, change or rescind the work assignments of different
positions and to make reasonable accommodations so that qualified employees can
perform the essential functions of the job.
Qualifications Guidelines
Education/Training/Experience:
Required: Equivalent to Bachelor's degree in Public Policy, Political Science, Public
Administration, Communications, or a closely related field. Eight or more years of
professional experience in transportation planning, intergovernmental relations and
program management.
Desirable: Specialized coursework or training as part of a Master's degree or
continuing education curriculum in policy analysis, communications,
intergovernmental relations, and related areas.
Knowledge:
State and federal legislative processes; intergovernmental relations; state and
federal laws and regulations pertaining to air quality, clean fuels technology,
congestion management and transportation planning; advocacy practices; public
relations principles; policy analysis methods; contract management practices;
negotiation methods and techniques; report writing methods and techniques;
graphic design and layout techniques; marketing and communications methods; use
of creative media; public education and outreach methods; construction practices;
RCTC organizational structure and administrative practices; research methods;
budgeting practices; computer hardware and software applications including the
Internet and wordprocessing, graphics, spreadsheet and database applications
programs.
Skills/Abilities:
Write in a variety of styles; proof read and edit materials; develop and evaluate
graphic designs and layouts; make effective and persuasive oral presentations;
identify and evaluate issues; make sound policy recommendations; anticipate
impacts of advocacy positions on the RCTC's interests; represent positions and
interests of agency in a positive and persuasive manner; organize and manage
projects; analyze and solve complex problems; administer contracts; plan, organize,
and complete work independently and within established deadlines; analyze and
Page 4
Class Specification: Director of Regional Issues and Communications
interpret new regulations affecting programs; operate personal computer and
standard office equipment; establish and maintain effective relations with local
officials, private representatatives, transit agency representatives, staff,
management, consultants, contractors, media representatives, and related parties.
Physical Elements:
This is primarily a sedentary classification and the employee works in an office
environment with moderate noise levels, controlled temperature conditions and no
direct exposure to hazardous physical substances. The employee interfaces with staff,
management, other departmental representatives, transportation and government
officials, business representatives, and the general public in explaining agency policies,
requesting and providing information, and making presentations.
Finger dexterity is needed to access, enter and retrieve data using a computer
keyboard or calculator and to operate standard office equipment. The position
occasionally bends, stoops, reaches, pushes and pulls drawers to retrieve and file
information and lifts and carries reports and records that typically weigh less than 20
pounds.
Special Requirements:
Possession of a valid Class C or Class 3 driver's license and an acceptable driving
record. This position is expected to travel off -site and overnight to attend day and
evening meetings and to interact with a variety of public and private representatives.
Rive
rs
nsp
rtati
a►n �omrnss
Cuss Specification"
EXECUTIVE ASSISTANT
Ion RCTC)
Department/Division: Executive
Reports To: Executive Director
Supervises: N/A
Date Prepared: July 7, 1999
File Name: ExecutiveAssistant.doc
Job Content
Job Summary:
Under general supervision, performs a wide range of administrative, secretarial,
confidential, and clerical support functions on behalf of the Executive Director, Director of
Regional Issues and Communications, the Director of Intergovernmental and Legislative
Affairs and other professional staff members as required; and performs other related work
as necessary.
Examples of Essential Functions:
1. Performs a wide variety of executive and administrative support duties for the
Executive Director and other management and professional staff.
2. Independently respond to letters and general correspondence of a routine nature.
3; Makes travel arrangements, maintains appointment schedules and calendars,
arranges meetings, and contacts participants for meeting times.
4. Screens and assists callers and visitors seeking the assistance of the Executive
Director and designated directors; answers basic inquiries, and directs individuals
to appropriate sources.
Page 2
Class Specification: Executive Assistant
5. Provides clerical assistance to committees such as the Regional Transportation
Agencies Coalition.
6. Proofreads, types and edits documents including general correspondence,
agendas, memos, and transcribed minutes from dictaphone recordings or verbal
instructions.
Organizes, compiles and maintains office records and files.
Attends staff meetings, clerical support task force meetings, and management staff
meetings on a regular basis.
Maintains mailing list for the local Chambers of Commerce and archives copies of
the Inland Empire Economic Quarterly Report.
10. Notarizes signature of Executive Director and others on an as needed basis
11. Completes special projects and assignments, including Commission and Committee
agenda items.
The preceding functions have been provided as examples of the types of work performed
by employees assigned to this job classification. Management reserves the right to add,
modify, change or rescind the work assignments of different positions and to make
reasonable accommodations so that qualified employees can perform the essential
fiunctions of the job.
Qualifications Guidelines
Education/Training/Experience:
Required: Equivalent to completion of high school. Seven or more years of broad
administrative, secretarial and clerical experience.
Desirable: Some experience providing administrative support in a local public sector
organization. College coursework or training in office management
Knowledge:
English grammar, spelling and punctuation; business correspondnce methods; record
keeping principles and procedures; modern office practices, procedures, and equipment;
typing and filing practices; RCTC administrative practices and department procedures; and
database, word processing and spreadsheet applications programs.
y�'
Page 3
Class Specification: Executive Assistant
Skills/Abilities:
Take and transcribe minutes and type a wide range of documents; coordinate and
complete tasks to meet scheduled deadlines; interpret and apply administrative policies;
compose correspondence; compile and maintain files; analyze and solve problems;
operate personal computer, calculator and standard office equipment; understand and
follow oral and written instructions; and communicate effectively and work cooperatively
with co-workers, commissioners, management, public and private representatives, and
other department personnel.
Physical Elements:
This is primarily a sedentary classification and the employee works in an office environment
with moderate noise levels, controlled temperature conditions and no direct exposure to
hazardous physical substances. The employee interfaces with staff, management, other
departmental representatives, transportation and government officials, business
representatives, and the general public in explaining agency policies, and requesting and
providing information.
I
Finger dexterity is needed to access, enter and retrieve data using a computer keyboard
Or calculator and to operate standard office equipment. The position occasionally bends,
'stoops, reaches, pushes and pulls drawers to retrieve and file information and lifts and
'carries reports and records that typically weigh less than 20 pounds.
Special Requirements:
May be required to obtain certification in shorthand or demonstrate proficiency in taking
and transcribing dictation.
Riverside County Transportation Commission (RCTC)
Class Specification
EXECUTIVE DIRECTOR
Department/Division: Executive
Reports To: RCTC Board of Commissioners
Supervises: Deputy Executive Director, Director level positions
and Executive Assistant
Date Prepared:
File Name:
July 9, 1999
ExecutiveDirector
Job Content
Job Summary:
Under the general guidance of the Board of Directors, develops and evaluates
organizational strategic goals, operating policies, budgeting appropriations and
staffing plans; initiates and maintains relationships with legislative representatives,
public officials, rail representatives, .business representatives, and member
organizations; oversees the Deputy Executive Director, Directors and indirect staff;
performs other related work as necessary.
Examples of Essential Functions:
1. Formulates organizational mission and development goals in conjunction with
the RCTC Board.
2. Develops operating policies and practices and directs the resolution of major
management issues.
Page 2
Class Specification: Executive Director
3. Evaluates and approves annual agency budget, including annual operating
expenditures and capital projects; approves major appropriations.
4. Establishes organization structure, staffing levels, and internal reporting
relationships as part of the human resources plan; approves use of consultants,
vendors and contractors.
5. Directs the selection, training, supervision and evaluation of management team
and key staff and the implementation of personnel and employee relations
policies; reviews work and provides direction.
6. Initiates relationships with legislative, transportation, community and business
representatives in facilitating the goals and policies of the RCTC; investigates
and responds to issues and concerns; and directs staff responses.
7. Plans, orchestrates and facilitates the work of the management team in
implementing the goals, policies and directives of the RCTC; provides policy and
strategic direction as needed.
8. Oversees and reviews the work of Policy Committees and Advisory Committees
involved in setting external policies, planning programs and projects, and
managing budgeting processes.
9. Oversees the negotiation, acquisition, disposition and sale of RCTC properties
and rights of way in consultation with the Deputy Executive Director, Legal
Counsel and other parties; provides policy direction to attain agency goals and
resolve major issues.
10. Reviews and approves major monthly agenda items prepared by RCTC staff
and consultant staff.
11.Attends and makes presentations at Board, Committee and Staff meetings;
establishes strategic and policy direction.
12. Represents the agency at various meetings with federal and state agencies,
consultants, legal counsel, contractors, legislative representatives, interest
groups and the general public.
13.Attends interagency meetings, construction progress meetings and various
professional conferences in order to report to the Board and RCTC management
team regarding major developments and areas of concern.
Page 3
Class Specification Executive Director
14. Reviews and approves major expenditures and designated budgetary items in
accordance with RCTC policies.
The preceding functions have been provided as examples of the types of work
performed by employees assigned to this job classification. Management reserves
the right to add, modify, change or rescind the work assignments of different
positions and to make reasonable accommodations so that qualified employees can
perform the essential functions of the job.
Qualifications Guidelines
Education/Training/Experience:
Required: Equivalent to Bachelor's degree in Public Administration, Planning,
Engineering or a closely related field. Ten or more years of extensive and
progressively responsible management, supervisory and professional experience
in transportation planning, budgetary management, human resources management,
planning, program management, construction management, contract administration,
and related areas.
Desirable: Specialized coursework or training in strategic planning, budgeting,
policy analysis, project management, construction management, contract
administration, program development and evaluation, the principles of supervision,
and related areas that are typically part of a Master's degree or continuing
education curriculum.
Knowledge:
Principles of strategic planning; management theory; goals and role of the RCTC
in relation to other intergovernmental agencies, private industry, and community
groups; principles of teamwork; state and federal transportation laws, regulations
and funding requirements; environmental, safety and construction standards and
regulations related to transportation projects; scheduling and cost management
methods and practices; contract administration, public liability and claims settlement
processes; program development and evaluation practices; budgeting, risk
assessment and cost analysis principles; computer hardware and software
applications including the Internet, spreadsheet and wordprocessing applications
programs.
Page 4
Class Specification: Executive Director
Skills/Abilities:
Establish organization goals and provide strategic direction to the agency; evaluate
and resolve major policy issues and provide effective management direction; work
cooperatively with others in a team environment; research and apply federal and
state laws and local codes and regulations to decisions that are made; oversee the
work of directors and related staff; analyze and solve complex problems; make
effective oral and written presentations; plan, organize, and complete work
independently and delegate assignments to others to meet deadlines; operate
personal computer; establish and maintain effective communications with the Board
of Commissioners, public officials, business representatives, industry
representatives, consultants, contractors, other governmental officials, staff,
management, and the general public.
Physical Elements:
This is primarily a sedentary classification and the employee works in an office
environment with moderate noise levels, controlled temperature conditions and no
direct exposure to hazardous physical substances. The employee interfaces with staff,
management, . other departmental representatives, transportation and government
officials, business representatives, and the general public in explaining agency policies,
requesting and providing information, and making presentations.
Finger dexterity is needed to access, enter and retrieve data using a computer
keyboard or calculator and to operate standard office equipment. The position
occasionally bends, stoops, reaches, pushes and pulls drawers to retrieve and file
information and lifts and carries reports and records that typically weigh less than 20
pounds.
Special Requirements:
This position is expected to possess a valid Class C or Class 3 California driver's
license and to have an acceptable driving record in order to attend meetings and
conduct RCTC business.
PROGRAM MANAGER
Department/Division: Planning and Programming, Rail, SAFE/Transit and
Specialized Transportation Projects and Programs
Reports To: Designated Department Directors
Supervises: Provides technical direction to Staff Analysts
Date Prepared: July 22, 1999
File Name: ProgramManager
Job Content
Job Summary:
Under general supervision, plans, organizes and manages major transportation.
programs; provides technical direction to Staff Analysts; assists directors with the
development, management and implementation of County -wide transportation
priorities; performs other related work as necessary.
Examples of Essential Functions:
1. Plans, organizes and manages a number of major transportation programs
and projects associated with the State Transportation Improvement Program
(STIP), Short Range Transit Plan (SRTP), and air quality, pedestrian and
bikeway programs, congestion mitigation, bus lines, passenger and freight
rail lines, ride sharing, park -and -ride facilities, call box and freeway service
Page 2
Class Specification: Program Manager
programs, subsidized vehicle purchases, and other transportation
enhancement activities.
2. Plans, organizes and manages supplemental projects to promote timely use
of funds and adherence to program guidelines.
3. Leads and oversees work of consultant teams as part of these programs and
projects, including the review of marketing materials and campaigns;
participates in specialized transit studies.
4. Monitors and evaluates the performance of specialized grant recipients
through the analysis of their monthly and quarterly performance reports;
participates in the development of the annual budget report, strategic plan
and transit plan, and other initiatives.
5. Interprets and applies federal and state guidelines to ensure Commission
compliance with program standards and intergovernmental funding
requirements.
6. Coordinates requests for proposals and ongoing project evaluations;
develops program funding tilts recommendations, prepares agenda items,
communicates with recipient agencies, monitors progress, and prepares and
evaluates the attainment of budget projections.
7. Attends and participates in monthly commission, committee, joint powers,
governmental, and staff and citizen advisory meetings; provides assistance
and input at various regional, state and local public meetings in order to
address rideshare and transportation issues; assists the general public.
8. Develops contracts for services performed by consulting firms, public
agencies, transportation providers, and leasing agents; coordinates and
reviews contract billings; initiates and evaluates marketing plans.
9. Assigns and coordinates work of Staff Analysts in completing projects and
provides technical guidance; assists staff and Directors as needed.
10. Reviews and monitors the attainment of capital improvement plans; works
with programming and engineering/construction staffs in planning, funding,
design and construction activities.
11. Manages, coordinates or completes other special projects as assigned.
Page 3
Class Specification: Program Manager
The preceding functions have been provided as examples of the types of work
performed by employees assigned to this job classification. Management reserves
the right to add, modify, change or rescind the work assignments of different
positions and to make reasonable accommodations so that qualified employees can
perform the essential functions of the job.
Qualifications Guidelines
Education/Training/Experience:
Required: Equivalent to Bachelor's degree in Public Administration, Finance or a
closely related field. Five or more years of professional experience involving
program evaluation, project management, and various budgetary and
administrative analyses, including some experience involving transportation
programs.
Desirable: Specialized coursework or training in program evaluation, project
management, program marketing, budgetary planning, and cost accounting and
the use of various applications programs for presentation purposes that are
typically part of a Master's degree or continuing education curriculum.
Knowledge:
Principles and methods of program evaluation, project management and
transportation planning; budgetary planning, forecasting and control methods;
accounting methods and finance practices; advertising and marketing practices
and techniques; quantitative and program analysis methods and techniques;
report writing methods and presentation techniques; customer relations
techniques; computer hardware and software including graphics, spreadsheet,
wordprocessing and Internet applications programs.
Skills/Abilities:
Research and interpret program requirements, grant requirements, contract
requirements and related standards that apply to particular analyses; write
reports; conduct analyses; prepare various reports and make recommendations;
analyze and solve problems; make effective oral and written presentations; plan,
organize, and complete work within established deadlines; coordinate work and
provide technical direction to staff; operate personal computer and standard
office equipment; establish and maintain effective communications with staff,
consultants, vendors, management, public and private representatives, and
other parties.
Page 4
Class Specification: Program Manager
Physical Elements:
This is primarily a sedentary classification-an.€141%-emplayee works in an office
environment with moderate noise levels, controlled temperature conditions and
no direct exposure to hazardous physical substances. The employee interfaces
with staff, management, other departmental representatives, transportation and
government officials, business representatives, and the general public in
explaining agency policies, requesting and providing information, and making
presentations.
Finger dexterity is needed to access, enter and retrieve data using a computer
keyboard or calculator and to operate standard office equipment. The position
occasionally bends, stoops, reaches, pushes and pulls drawers to retrieve and
file information and lifts and carries reports and records that typically weigh less
than 40 28 pounds.
Special Requirements:
Possession of a valid Class C or Class 3 California driver's license and an
acceptable driving record in order to attend a variety of meetings on behalf of the
agency.
Riverside C
nspo
Class
rtat
an :Com
pecifm4; 04n
PROPERTY AGENT
mission (RCTC)
Department/Division: Finance Department
Reports To: Chief Financial Officer
Supervises: N/A
Date Prepared: July 18, 1999
File Name: PropertyAgent
Job Content
Job Summary:
Under general direction, manages the disposition of RCTC properties and coordinates
special projects and contract maintenance work; prepares budget and management
reports and maintains relations with transportation officials and public and private
'representatives in developing and overseeing uses of the properties; performs other
related work as necessary.
Examples of Essential Functions:
1. Manages and inspects Metrolink Stations, other buildings and vacant parcels.
2. Oversees contractors, security guards and service providers at properties and
regularly inspects properties for conformance with safety standards and District
property use policies.
Develops, maintains and reviews licenses, leases and contract agreements;
maintains comprehensive real property inventory listings.
4. Prepares property budget and project reports; maintains activity and cost
records; provides reports to various Commission committees.
Page 2
Class Specification Property Agent
5. Interfaces with rail and transportation representatives and maintains continuing
contacts with existing and potential property users; works with Rail Program
Manager to facilitate special events at all rail stations.
6. Assists in reviewing engineering plans and making project recommendations.
7. Negotiates appraisal rates of properties and reviews independent appraisals to
determine appropriate market value.
8. Monitors certificates of insurance and letters of indemnification; maintains
assessor parcel map records.
9. Schedules and inspects weed and rubbish abatement work to ensure
compliance with local code enforcement requirements.
10. Represents RCTC at professional associations and attends and makes
presentations at Board, Committee and Staff meetings; analyzes and responds to
related questions and requests for information.
M. Serves as resource in researching and responding to property related inquiries;
advises staff and responds to management questions and concerns.
I
The preceding functions have been provided as examples of the types of work
performed by employees assigned to this job classification. Management reserves the
fright to add, modify, change or rescind the work assignments of different positions and
to make reasonable accommodations so that qualified employees can perform the
essential functions of the job.
i
Qualifications Guidelines
Education/Training/Experience:
Required: Equivalent to Bachelor's degree in Business Administration, Economics,or a
related field. Three or more years of real estate, planning and administration work.
Desirable: Specialized coursework or training in real estate and real property
management as part of a certification program including areas such as relocation,
appraisal, engineering practices, and eminent domain.
Page 3
Class Specification: Property Agent
Knowledge:
Principles and practices of real estate and property management; principles and
practices of property negotiations, appraisals, real estate acquisition; laws, regulations
and policies related to public land management; engineering terminology and
techniques; inspection practices and security standards; basic electrical, plumbing,
irrigation and mechanical codes and principles; public relations principles; contract
administration practices and negotiation methods and techniques; report writing
methods and techniques; RCTC organizational structure and administrative practices;
computer hardware and software applications including the Internet and
wordprocessing applications programs.
Skills/Abilities:
Evaluate and interpret contracts, standards and regulations; conduct property
inspections and analyze property uses and maintenance needs; coordinate appraisals
and negotiate and administer basic terms of contracts; write reports and make effective
and persuasive oral presentations; analyze and solve problems; plan, organize, and
complete work independently and within established deadlines; operate personal
computer and standard office equipment; establish and maintain effective
communications with rail
'representatives, transportation officials, contractors, local officials, staff, management,
private industry representatives, and related parties.
Physical Elements:
This is primarily a sedentary classification and the employee works in an office
environment with moderate noise levels, controlled temperature conditions and no
direct exposure to hazardous physical substances. The employee interfaces with staff,
management, other departmental representatives, transportation and government
officials, business representatives, and the general public in explaining agency policies,
requesting and providing information, and making presentations.
Finger dexterity is needed to access, enter and retrieve data using a computer
keyboard or calculator and to operate standard office equipment. The position
occasionally bends, stoops, reaches, pushes and pulls drawers to retrieve and file
information and lifts and carries reports and records that typically weigh less than 20
pounds.
Page 4
Class Specification: Property Agent
Special Requirements:
Possession of a valid Class C or Class 3 driver's license and an acceptable driving
record in order to conduct property inspections and meet with, various business and
public representatives.
Riverside County Transportation Commission (RCTC)
Class Specification
SENIOR ACCOUNTING ASSISTANT
Department/Division: Accounting
Reports To:
Supervises:
Date Prepared:
,File Name:
I
I
Accounting Supervisor
N/A
July 6, 1999
Senior Accounting Assistant.doc
Job Content
Job Summary:
Under general supervision, performs a variety of accounting support functions for the
RCTC and WRCOG related to accounts payable, accounts receivable, payroll and
purchasing; and performs other related work as necessary. •
Examples of Essential Functions:
1. Assembles and codes invoices for payment and enters into the computer system.
2. Prepares checks for payment and ensures proper signature approvals.
3. Verifies and completes payroll information by calculating the allocation of hours to
appropriate programs, departments and employee accounts.
4. Inputs hours into accounting system and prepares reports to be distributed to Riverside
County's Payroll Department for issuance of employee pay checks.
5. Prepares retirement forms such as the ICMA 457, ICMA 401, and PERS; ensures that
all amounts are correct.
6. Updates sick leave, vacation, administration and holiday time report forms.
7. Prepares checks and cash for deposit to Riverside County's account.
8. Performs wire transfers including preparing letters for the Riverside County auditor.
9. Prepares purchase orders for supplies ordered, including reconciling vendor monthly
invoice with the purchase orders, and transferring amounts for payment.
10. Maintains records of accounts payable transactions and paid invoices.
The preceding functions have been provided as examples of the types of work performed
by employees assigned to this job classification. Management reserves the right to add,
modify, change or rescind the work assignments of different positions and to make
reasonable accommodations so that qualified employees can perform the essential
functions of the job.
Qualifications Guidelines
Education/Train ing/Experience:
Required: Equivalent to completion of high school. Two or more years of accounting
support experience and/or the completion of basic accounting courses.
Desirable:
Knowledge:
Accounts payable, accounts receivable and payroll accounting procedures; purchasing
procedures; basic math; office practices and recordkeeping procedures; RCTC
administrative practices and department procedures; and word processing and
spreadsheet applications programs.
Skills/Abilities:
Ability to learn RCTC and County administrative practices, accounting procedures and the
automated accounting and financial payroll system; operate calculator, personal computer
and standard office equipment; organize, coordinate and complete tasks to meet
scheduled deadlines; understand and follow oral and written instructions; and communicate
effectively and work cooperatively with co-workers, management, public and private
representatives and other department personnel.
Physical Elements:
This is primarily a sedentary classification and the employee works in an office
environment with moderate noise levels, controlled temperature conditions and no direct
exposure to hazardous physical substances. The employee interfaces with staff,
management, other departmental representatives, transportation and government officials,
business representatives, and the general public in explaining agency policies, and
requesting and providing information.
Finger dexterity is needed to access, enter and retrieve data using a computer keyboard
or calculator and to operate standard office equipment. The position occasionally bends,
stoops, reaches, pushes and pulls drawers to retrieve and file information and lifts and
carries reports and records that typically weigh less than 20 pounds.
Special Requirements:
None.
Riverside County Transportation Commission (RCTC)
Class Specification
STAFF ANALYST
Department/Division: Designated Projects and Programs
Reports To: Designated Program Managers and Department
Directors
Supervises: Not applicable
Date Prepared: June 29, 1999
File Name: StaffAnalyst
Job Content
Job Summary:
Under general supervision, provides analytical and technical support to program
managers and director level positions; provides varied management, program and
budgetary analyses to support intermodal programs and projects; performs other
related work as necessary.
Examples of Essential Functions:
1. Performs varied research, data analysis, budgetary analysis, program analysis
and computer support functions to support RCTC projects and programs and to
monitor the performance of service providers.
2. Completes various analyses of CAP (Commuter Assistance Program)
performance to assess level of labor costs to goal attainment; develops and
maintains bi-weekly CAP labor tracking report database.
�7
Page 2
Class Specification: Staff Analyst
3. Compiles and analyzes Measure A recipients quarterly reports related to
attainment of program goals and appropriate use and reporting of revenues and
expenditures.
4. Prepares analysis of Transit Operator's Quarterly Reports (TOQR) to monitor
level of compliance with grant requirements, program goals and the appropriate
use and reporting of revenues and expenditures.
5. Reviews Beach Train weekly sales report and prepares related analyses.
6. Tabulates and monitors buspool ridership levels by completing various
spreadsheets and analyses.
7. Prepares and monitors the status of grant applications.
8. Assists in the preparation of agenda items by writing supporting documentation
and by creating graphs and special displays.
9. Researches and responds to inquiries and requests in support of senior
management staff.
10. Performs other special projects as assigned.
The preceding functions have been provided as examples of the types of work
performed by employees assigned to this job classification. Management reserves
the right to add, modify, change or rescind the work assignments of different
positions and to make reasonable accommodations so that qualified employees can
perform the essential functions of the job.
Qualifications Guidelines
Education/Training/Experience:
Required: Equivalent to Bachelor's degree in Public Administration, Finance or a
closely related field. Three or more years of professional experience involving
the preparation of various budgetary, program and administrative analyses.
Desirable: Specialized coursework or training in program evaluation, budgetary
planning, cost accounting, and the use of a variety of computer software
products for report writing and presentation purposes that are typically part of a
Master's degree or continuing education curriculum.
Knowledge:
Page 3
Class Specification: Staff Analyst
Principles of budgeting and finance; quantitative and program analysis methods and
techniques; report writing methods and presentation techniques; customer relations
techniques; computer hardware and software including graphics, spreadsheet,
wordprocessing and Internet applications programs.
Skills/Abilities:
Research and interpret program requirements, grant requirements, contract
requirements and related standards that apply to particular analyses; write reports;
conduct analyses; prepare various reports; analyze and solve problems; make
effective oral and written presentations; plan, organize, and complete work within
established deadlines; operate personal computer and standard office equipment;
establish and maintain effective communications with staff, management, public and
private representatives, and other parties.
Physical Elements:
This is primarily a sedentary classification and the employee works in an office
environment with moderate noise levels, controlled temperature conditions and no
direct exposure to hazardous physical substances. The employee interfaces with
staff, management, other departmental representatives, transportation and
government officials, business representatives, and the general public in explaining
agency policies, and requesting and providing information.
Finger dexterity is needed to access, enter and retrieve data using a computer
keyboard or calculator and to operate standard office equipment. The position
occasionally bends, stoops, reaches, pushes and pulls drawers to retrieve and file
information and lifts and carries reports and records that typically weigh less than
20 pounds.
Special Requirements:
None
Riverside County Transportation Commission (RCTC)
Class Specification
SENIOR ACCOUNTING TECHNICIAN
Department/Division: Finance
Reports To: Accounting Supervisor
Supervises: N/A
Date Prepared: July 18, 1999
File Name: SrAccountingTechnician.doc
Job Content
Job Summary:
Under general supervision, performs a variety of technical accounting functions on
behalf of the RCTC and WRCOG; provides support to the Chief Financial Officer and
Program Managers; and performs other related work as necessary.
Examples of Essential Functions:
1. Checks cash with bank reconciliation report, posts County cash entries and
reconciles amounts to County balances; allocates sales tax disbursements for Measure
A, the Local Transportation Funds (LTF), State Transit Allocations (STA) and Special
Transit funds.
2. Batches accounts payable invoices on a weekly basis and processes checks for
payment.
3. Prepares account analysis schedules and various spreadsheets for Measure A,
payroll and audit purposes.
Page 2
Class Specification: Senior Accounting Technician
4. Reconciles subsidiary ledgers to the general ledger and various schedules;
reconciles accounts receivable postings and bank statements to general ledger.
5. Prepares and reconciles amortization of loans (Measure A) and prepares
requisitions for reimbursement for various City loans; prepares journal entry and
posts Measure A debt.
6. Reconciles restricted cash; posts interest allocations and cash receipts; handles
grant project reimbursements; balances bank statements; and prepares journal
entries and spreadsheets for bonds.
7. Compares fund balance with financial statements and reconciles general ledger to
spreadsheets and journal vouchers; prepares detail budget schedules and enters
budget amounts into Fundware software.
8. Prepares financial and cash investment reports; processes insurance binder
request and maintains insurance tickler file; processes check payments.
I
9. Prepares monthly project reports and reviews, analyzes and maintains project data.
I
10.Analyzes and reviews general ledger and preparation of journal vouchers.
11. Prepares payroll reports for County based upon review of timesheets completed by
Senior Accounting Assistant; prepares and checks the accuracy of data provided in
retirement and long-term savings account forms.
12. Performs work of Senior Accounting Assistant as needed.
13. Completes special projects as needed.
The preceding functions have been provided as examples of the types of work
performed by employees assigned to this job classification. Management reserves the
right to add, modify, change or rescind the work assignments of different positions and
to make reasonable accommodations so that qualified employees can perform the
essential functions of the job.
Qualifications Guidelines
Education/Training/Experience:
Required: Educational attainment equivalent to high school graduation, supplemented
by five years of technical accounting support work.
i
Page 3
Class Specification: Senior Accounting Technician
Desirable: Two or more years of governmental accounting experience. Coursework or
training in the principles of accounting, auditing and public finance typically offered
through college level courses or as part of an extension curriculum.
Page 4
Class Specification: Senior Accounting Technician
Knowledge:
Accounting methods and principles; account payable and receivable practices; payroll
practices; general ledger and subsidiary accounting practices; principles of bond
financing and debt repayment procedures; financial management system applications;
customer service practices; basic math; RCTC administrative practices and department
procedures; and word processing and spreadsheet applications programs.
Skills/Abilities:
Operate a calculator, personal computer and standard office equipment; analyze and
solve problems; prepare schedules and adjust and reconcile accounts; organize,
coordinate and complete tasks to meet scheduled deadlines; understand and apply
accounting principles and policies; understand and follow oral and written instructions;
and communicate effectively and work cooperatively with staff, public officials, vendors,
auditors, management, and other parties.
Physical Elements:
This is primarily a sedentary classification and the employee works in an office
environment with moderate noise levels, controlled temperature conditions and no
direct exposure to hazardous physical substances. The employee interfaces with staff,
Management, other departmental representatives, transportation and government
officials, business representatives, and the general public in explaining agency policies,
requesting and providing information, and making presentations.
Finger dexterity is needed to access, enter and retrieve data using a computer
keyboard or calculator and to operate standard office equipment. The position
occasionally bends, stoops, reaches, pushes and pulls drawers to retrieve and file
information and lifts and carries reports and records that typically weigh less than 20
pounds.
Special Requirements:
None.
AGENDA ITEM 4
3
C'
RIVERSIDE COUNTY TRANSPORTATION COMMISSION
DATE:
October 6, 1999
TO:
Executive Committee
FROM:
Tanya Love, Program Manager
THROUGH:
Eric Haley, Executive Director
SUBJECT:
Request to Hire Contract Employee to Market the SB 836 Keys to
the Future Voluntary Rideshare Program
STAFF RECOMMENDATION:
Staff recommends hiring a contract employee to market the SB 836 Keys to the Future
Voluntary Rideshare Program. This contract will be for an 18 month period ending on
or around June 30, 2001 and will be entirely paid for from SB 836 funds. No Measure
"A" dollars will be used. The 18 month contract amount, including the cost of
benefits, will not exceed $1 14,480. Authorize the Executive Director to direct Legal
Counsel to develop the employment contract.
BACKGROUND:
In 1997, through a partnership with San Bernardino Associated Governments,
$398,1 10 in SB 836 grant funds were received to implement three projects serving
Inland Empire commuters and employers. Based on the projected success of the 1997
SB 836 projects, the Commission and SANBAG again partnered for grant funds and
were awarded $268,654 through SB 836 funds for an additional demonstration
project.
The proposed project known as "Keys to the Future" will combine two of the SB 836
1997 projects into one. The new comprehensive commute project is designed to
motivate drive alone commuters, working at small work sites with less than 250
employees, to begin ridesharing and will be comprised of three elements:
1. Survey Element:
The employee transportation survey is the cornerstone of the regional database
and provides essential information from which to market and implement
additional TDM strategies and commuter incentive programs. The focus will be
on employers in the Inland Empire who have not implemented a match list
survey for the past 18 months or employers who have terminated their
rideshare efforts as a result of Rule 2202 or SB 836.
2. Incentive Element:
The project will provide an incentive of up to $2.00 per day for three
consecutive months in local merchant gift certificates for every day a new
ridesharer uses an alternative mode of transportation to work.
3. Team Ride Element:
This element recognizes and rewards employees who continue to rideshare for
six months or more by providing unlimited discounts at restaurants and
entertainment venues.
Historically, the Commission has hired a consulting firm to manage its core rideshare
projects. Hiring a contract employee will enable staff to determine if there is any
difference in contracting with a consultant firm compared to contracting directly with
an individual.
If approved, the contract employee will be hired on an at will basis and work up to 40
hours a week. The Commission will provide necessary benefits including workers
compensation, California Public Employee's Retirement System, in addition to holidays,
vacation and sick leave as negotiated. It is requested that the Executive Director be
authorized to direct Legal Counsel to develop the employment contract.
Included as Attachment 1 is the proposed Marketing Representative job description,
essential functions of the job, required travel, minimum requirements and physical
demands. A full recruitment will be conducted by staff as soon as the Commission
approves the item.
MARKETING REPRESENTATIVE
THE POSIT/ON:
The Marketing Representative will perform tasks related to implementation of
Riverside County Transportation Commission's (RCTC) and the San Bernardino
Associated Government's (SANBAG) Senate Bill (SB) 836 program, referred to as
"Keys to the Future". The purpose of the grant -funded program is to market services
and incentives to employers with less than 250 employees at a work site, so as to
motivate drive alone commuters to begin ridesharing. To implement the program, a full
time Contract Employee is required for an 18-month period, to market the programs
and incentives to employers and commuters, track and monitor all services, and
provide reporting as needed. Please refer to the attached program description,
Attachment II. Services will be performed under the supervision of the RCTC Program
Manager.
ESSENTIAL FUNCTIONS:
Perform rideshare outreach to small employers in Riverside and/or San
Bernardino Counties, who have not previously worked with RCTC and/or SANBAG for
the past 18 months, providing marketing packets, materials and technical assistance
as required; execute Statements of Participation (SOPS) with the employers; assist
Employer Representatives and commuters in the delivery of the program; and, monitor,
track and analyze the effectiveness of the outreach efforts.
Occasional travel throughout the Counties of Riverside and San Bernardino is
required, and travel within Southern California region may be required. At the time of
hire, a valid California driver's license and proof of automobile liability insurance must
be produced.
QUALIFICATION GUIDELINES:
Education/Training/Experience:
A Bachelor's degree in marketing, business, transportation, planning, or
a related field; three years work experience in ridesharing, commuter services
programs, transportation, or a related technical field. An additional three years
work experience may substitute for a Bachelor's degree; A Master's degree in
a related field may substitute for two years of experience.
Knowledge:
Knowledge of Southern California Association of Governments (SCAG)
database, survey tools and outputs; general knowledge of ridesharing,
I
transportation demand management and congestion management programs and
strategies; general knowledge of word processing and spreadsheet software.
Skills/Abilities:
Ability to market and provide rideshare outreach services to employers
and commuters; ability to analyze and clearly communicate information related
to the program/project, orally and in writing; ability to maintain an effective
working relationship with the commuting public, public and private employers,
various government and public agencies, and staff members.
Physical Elements:
Manual and automated entry of complex and lengthy narrative and
numerical items; ability to converse and respond in forums and meetings;
strength, dexterity, coordination, and vision to use keyboard and video display
terminals; reading long reports; occasional lifting of items weighing up to 25
pounds, such as files, boxes, and stacks of paper; moving from place to place
within the office and community; reaching for items above and below desk
level; and, dexterity, handling files and single sheets of paper, and the ability to
sit for long periods of time.
154
ATTACHMENT II
Modified for Recruitment
9/21 /99
1998 SB 836 Proposal
KEYS TO THE FUTURE
The Inland Empire Voluntary Ridesharing Incentive Project
1. Project Description
Riverside County Transportation Commission (RCTC) and San Bernardino
Associated Governments (SANBAG) propose the continuation of the AKeys To
The Future@ umbrella Project:which will combine two of the previous SB 836
projects into one. The new comprehensive commute reduction Project is
designed to motivate drive alone commuters, working at small employer
worksites with less than 250 employees, to begin ridesharing and will be
comprised of three elements.
Survey Element:
Since the South Coast Air Quality Management District =s implementation of
Rule 2202 in December 1995 and the passage of SB 836, it is difficult to
encourage employers to voluntarily survey their employees to obtain vital
commuting information. The employee transportation survey is the cornerstone
of the regional database and provides essential information from which to
market and implement additional TDM strategies and commuter incentive
programs. Based upon the growing need to: 1) prevent existing employer
survey clients from dropping out of the regional rideshare database, and 2) to
encourage new employer clients to implement the voluntary employee
transportation survey, it is proposed to expand the 1997 SB 836 funded
Customized Employer Rideshare Services Project to provide supplemental survey
support. Additional services to be performed by Project staff on behalf of the
employer will include provision of on -site services including: 1) the distribution
and collection of survey forms, 2) review of survey forms for accuracy, 3)
packaging of survey forms to send to SCAG Rideshare for processing, 4)
completion of all instructional forms associated with processing the surveys and
5) provision of employee/employer survey participation drawings.
Incentive Element:
Building upon and expanding the concept of the 1997 SB 836 1-10 Commute
Reduction Project, the Incentive Element of the proposed Project will be
5
i
available to all employer worksites in Riverside and San Bernardino counties
with less than 250 employees located within the South Coast Air Quality
Management District (SCAQMD) jurisdiction. The Project will provide an
incentive of up to $2.00 per day for three consecutive months in local merchant
gift certificates for everyday 'a new ridesharer uses an alternative mode of
transportation to work.
It is proposed that the incentive be available to all employees regardless of home
county origin. The ability to 'offer incentives to all employees regardless of
home county origin will further entice an employer to participate in the Project.
Team Ride Element:
The Team Ride Element of the 1-10 Commute Reduction Project which
recognizes and rewards employees who continue to rideshare on an on -going
basis, would be expanded to 'include the availability of Team Ride to all San
Bernardino County residents who commute to a qualifying small employer work
site.
2. Geographic Region/Corridor/infrastructure
The Survey and Incentive Elements of the Project target employer work sites
with less than 250 employees located in the counties of Riverside and San
Bernardino, within the SCAQMD=s jurisdiction. The Team Ride Element of the
Project targets all San Bernardino County residents who commute to employers
with less than 250 employees located in the SCAQMD=s jurisdiction.
There are several major commute corridors in the two counties. It is bisected
on a north/south axis by I-15 and 1-215, and on a east/west axis by I-10, SR-60
and Highway 91.
Beginning in July 1997, 1-10 from the Los Angeles/San Bernardino County line
east to the 1-15 is under construction for approximately 2 years. The project
includes the construction of one High Occupancy Vehicle lane in each direction
including widening of eight existing bridge undercrossings, the reconstruction
of two bridge undercrossings; reconstruction of one bridge overcrossing and
sound walls. The project extends approximately 10 miles along the 1-10
corridor.
Beginning in March 1998, a segment of SR60/1215 from the Valley Way off
ramp to University Avenue in Riverside will be under construction for
approximately 24 months. The project includes the addition of one High
Occupancy Vehicle lane in each direction as well as an additional mixed flow
6
lane. Also included in the project are sound walls, bridge reconstruction and
widening, and interchange realignment.
Recognizing that the majority of Riverside and San Bernardino County
commuters travel to work within the two county sub -region, these construction
projects will provide additional encouragement to commuters to sample
ridesharing as one solution to inconveniences caused by the construction.
3. Origin/Destinations
The destinations of the targeted employees for both the Survey and Incentive
Elements of the Project will be those commuters traveling to an employment
site with less than 250
employees located in Riverside County or San Bernardino County. The location
of home county origin will not be used as criteria for who qualifies for
participation in the Incentive Element of the Project.
For the Team Ride Element of the Project the county of origin will be used to
determine eligibility. Only those employees residing in San Bernardino County
and traveling to work sites with less than 250 employees within the
SCAQMD=s jurisdiction will be eligible to participate.
4. Rideshare Modes
All modes of ridesharing will be targeted for this Project including carpool,
vanpool, buspool, use of public bus or commuter rail, telecommuting, walking
or bicycling.
5. Project Incentive Description
In the Survey Element of the Project, incentives will be available to work site
employees to encourage completion and return of the survey form. The
incentives provided will be gift certificates from local merchants and will be
awarded through a participation drawing from those surveys returned at each
work site. In addition, the Employer Representative will become eligible for an
incentive gift certificate by achieving a 60% or greater survey response rate.
The Incentive Element of the Project will provide an incentive of up to $2.00 per
day for three consecutive months in local merchant gift certificates for everyday
a new ridesharer uses an alternative mode of transportation to work. This
incentive will be provided to all new ridesharer, regardless of home county
origin, who commute to work sites with less than 250 employees located in the
counties of Riverside and San Bernardino.
7
The only exception to this will be for those Riverside and San Bernardino County
work sites with less than 250 employees who are already an Advantage or
Option Rideshare client. Under this scenario the Project will only pay for their
new ridesharer who are not residents of Riverside or San Bernardino County.
The Team Ride Element of the Project will provide membership to all San
Bernardino County residents who currently rideshare to a work site with less
than 250 employees in the SCAQMD=s jurisdiction as a reward and on -going
motivation to continue ridesharing. Team Ride provides an annual membership
card good for 20% discounts at local merchants.
6. Project Implementation
RCTC will act as the lead agency to implement the Project on behalf of the
SANBAG and RCTC partnership. SANBAG and RCTC have worked together for
the past four years on the implementation of Option Rideshare, Advantage
Rideshare, Inland Empire Commuter Services and Club Ride to employers in San
Bernardino, Riverside, Los Angeles and Orange Counties. Collectively
recognized as the SANBAG/RCTC Commuter Assistance Programs, RCTC has
in turn contracted with a transportation firm as well as recruit a Contract
Employee for the day to day Project implementation. SANBAG and RCTC retain
collaborative yet independent program oversight responsibilities.
7. Marketing Strategies
Project staff will concentrate their marketing efforts on working directly with
work sites with less than 250 employees to communicate with the primary
market - the commuting employee. RCTC/SANBAG currently has an established
working relationship with many employers in Riverside and San Bernardino
counties. Staff will make use of a variety of resources to compile a listing of
additional employer contacts, including but not limited to Chambers of
Commerce, SCAG Rideshare database, purchased mailing lists, the SCAQMD
database of employers exempted by SB 836 and Inland Empire Commuter
Services database. Existing Keys To The Future marketing materials will require
revision to accommodate the enhanced scope of the proposed Survey and
Incentive Elements. Project participation forms will need to be updated.
During the Survey Element of the Project staff will assist with the
implementation of the employee transportation survey process by providing on -
site services including the distribution and collection of survey forms, review of
survey forms for accuracy, packaging of survey forms to send to SCAG
Rideshare for processing and the completion of all instructional forms associated
with processing the surveys. The Project will also conduct participation
drawings during the survey process focused on encouraging employee =s to
8
complete and turn in survey forms and heighten their awareness regarding the
benefits of ridesharing.
Staff will rely on a combination of mailings, follow-up telephone calls and one
on one meetings with employers to facilitate participation in the Incentive
Element of the Project. In addition, grass roots marketing targeted directly at
the commuting employee may include the placement of Public Service
Announcements (PSA) on local radio, cable television and movie theater
screens. All PSA=s will include specific information on program parameters
and eligibility.
8. Existing Efforts/Services
The Project will be implemented in coordination with the services already
provided by the RCTC/SANBAG Commuter Assistance Programs.
As previously noted, Advantage Rideshare and Option Rideshare will continue
to provide incentives to existing employer clients with less than 250 employees
for their Riverside County and San Bernardino County residents respectively.
9. Budget/Time Line
The proposed budget for the Project is $268,654. The following provides a
breakdown of the budget by line item:
Proposed Line Item
Line Item Budget Description
Labor $172,804 Includes hours budgeted in RCTC
Core Services contract for
Mangement and Administrative; in
addition to a full time Marketing
Representative, as a Contract
Employee to RCTC
Expenses
$ 3,500 Includes mileage and incidental
reimbursable expenses.
Marketing Materials S2,000 Includes Project brochures, Team Ride
applications, Team Ride membership
cards, assorted marketing materials
and securing merchants.
Office Supplies
$ 1,500 Miscellaneous office supplies.
9
i
Photocopies $ 350
Postage $15,000 Includes postage for marketing
material, on -going payments for
incentives and postage reply mail
costs for Team Ride.
Certificates/Vouchers *0,000 Includes the $2.00/day incentive
Subsidies program, and survey incentives.
Mailing Services
$ 2,000 Use of mailing house for direct mail
purposes.
Computer Support/ $ 1,500
Maintenance
TOTAL $268,654
Includes computer software and
fees for computer programmer
consultant.
The time line for the Project is based on an 18 month implementation. Once a
Marketing Representative is hired, there will be an additional 1.5 month development,
and then a 15 month implementation, followed by 1.5 months of paperwork/incentive
payments.
Activity
Develop employer work site target market list.
Revise Project marketing material and administrative
forms for employer/employee participation to reflect
enhanced services.
Time Line
Month 1
Months 1-2
Begin implementation and marketing outreach to employers. Months 3-15
Schedule employer survey dates and assign staff to cover Months 5-15
each survey implementation.
Process employer/employee transportation survey forms Months 5-15
in coordination with SCAG Rideshare
Process incentive payments and mail to employers Months 5-18
10
I
I
Maintain merchant participation in Team Ride discounts Completed
and promotions
Process Team Ride applications Ongoing
Prepare membership cards and materials Completed
Prepare and submit eleven bi-monthly reports on Project On -going
progress.
Prepare final report Months 17 and 18
10. Trips Reduced
The Incentive Element of the Project is projected to attract 360 participants,
eliminate 300 vehicles, reduce 28,386 one-way vehicle trips and reduce
559,204 vehicle miles traveled, with each participant participating on average
over a three month period.
The Team Ride Element of the Project is projected to attract 600 new and
renewing members, eliminate 600 vehicles, reduce 96,620 one-way vehicle
trips and reduce 1,864,014 vehicle miles traveled, with each participant
participating on average during a five month period.
1 1 . Project Tracking/Quantification
The Survey Element of the Project will track statistical data from each employer
survey implementation. Tracking will include, at a minimum: 1) employers
contacted, 2) number of participating employers, 3) number of surveys
processed, 4) number of RideGuides produced, and 5) number and type of
speciality reports produced and delivered.
The Incentive Element of the Project will track and report those items listed in
the Trips Reduced section of this proposal. The Project will be able to track
which employers participated in the program by a signed Statement of
Participation (SOP) between the employer and RCTC/SANBAG. As a
requirement of the SOP, employers will verify the incentive claim form
completed by their respective participating employees. Both the employer and
employee provide signatures on the incentive claim form before incentive
payments are released back to the employer for distribution to their participating
employees.
The Team Ride Element of the Project will similarly report those items listed in
the Trip Reduced section of this proposal. The employer will verify the
11
continued rideshare participation of Team Ride applicants. Both the employer
and employee provide signatures on the application form before the membership
card is sent to the employee.
The formula for tracking and quantifying vehicle trips reduced, miles saved and
pounds of pollutants reduced is based upon the actual commute information
provided and verified by both the employer and employee and will be reported
based upon the agreed upon definition and process of the RTAC.
12