Loading...
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