Career Opportunity

CAPITAL PLANNING AND BUDGETING PROGRAM MANAGER - Finance - SFPUC (1825)

Recruitment: RTF0128856-01124593

Published: February 10, 2023

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About:

• Application Opening: 02/10/2023
• Application Filing Deadline: 03/03/2023
• Annual Salary: $140,218 to $170,534 Annually
• Recruitment ID:  RTF0128856-01124593 (128857)

APPOINTMENT TYPE: Permanent Exempt (PEX): This position is excluded by the Charter from the competitive Civil Service examination process and shall serve at the discretion of the Appointing Officer. The duration of the appointment shall not exceed 36 months.

WHO ARE WE?
San Francisco Public Utilities Commission (SFPUC)
Headquartered in San Francisco, we have 2,300 employees operating across eight counties serving more than 2.7 million customers in the San Francisco Bay Area – 24 hours per day, 365 days per year.

Our Mission: To provide our customers with high quality, efficient, and reliable water, power, and wastewater services in a manner that values environmental and community interests and sustains the resources entrusted to our care.

Our Vision: We are an innovative utility leader, recognized for excellent results in service, safety, stewardship, and inclusiveness.

We are an award-winning and industry-leading utilities organization committed to our customers, community interests, and the environment. To learn more about our organization, please visit our website at https://www.sfpuc.org/.

We are proud of our infrastructure and programs, but most importantly, we value our highly qualified and dedicated workforce which ensures that this vision becomes a reality.

To learn more about working at the SFPUC, visit our career site at https://www.sfpuc.org/about-us/careers-sfpuc

Role description

Project: Capital Planning and Delivery Program Phase III  

The SFPUC has an approximately $9 Billion 10-year capital plan. In recent years it has become apparent that that there has been a past mismatch between budget appropriations and delivery capacity, which has led to large unspent balances being carried forward from year to year. This creates various financial risks for the SFPUC. In addition, capital costs are growing and are the biggest driver of rate increases, which has led to a renewed focus on affordability for customers. As a result, the SFPUC has launched the Capital Planning and Delivery Program to examine capital planning and deliverability to more closely align the capital planning process with our execution capacity, as well as revise financial sustainability policies to ensure capital plans align with customer affordability metrics.

Between May-July 2022, staff reviewed the complex SFPUC capital planning and delivery processes which touch almost all SFPUC Enterprises and Bureaus. This assessment included interviews, workshops, data gathering, and initial planning meetings. This effort has helped catalog the complex requirements for delivering infrastructure improvements which relies on adequate staffing and resources, funding and contracting processes, and dependencies with external organizations, among other factors. The review revealed that 1) the effort required to develop and implement solutions to adapt capital plans based on deliverability capacity will be a significant undertaking; and 2) it is not enough to improve our capacity to measure deliverability – we must also increase our capacity to execute on projects to match our growing Capital Improvement Plan (CIP). Furthermore, that we must develop policies that address financial sustainability and affordability, as capital is SFPUC’s biggest cost driver.

These interventions are being integrated into the existing capital planning and budget approach. A dedicated project manager is needed to support the effort to adjust governance approaches, planning and budgeting processes and policies, as detailed in the Capital Planning and Delivery Project Charter.

Scope of Role

The Capital Planning and Budgeting Program Manager will be responsible for leading or supporting activities related to governance, capital planning and budgeting policies, systems and financial sustainability as part of the Capital Planning and Delivery Project.  In collaboration with other division and enterprise representatives, the program manager will lead or co-lead workstreams 1-6 in the Capital Planning and Delivery Project Charter document, while ensuring alignment with the other workstreams focused on capital deliverability and resourcing.

There is already a significant leadership structure in place with Executive Sponsors, and a Steering Committee working to support the entire initiative.  There will be a lot of support to review recommendations, and leverage from upper leadership for implementation snags, etc.  In short, this position will have a lot of support up, across and down.

Furthermore, the Capital Planning and Budgeting Program Manager will work with the SFPUC Budget Team to support the Biennial budget process beginning in Summer 2023, focusing on Capital. This work will focus on implementing the recommendations from the Capital Planning and Delivery Project through the budget process. In addition, providing general support to the capital planning and budgeting process to ensure alignment with project goals, including helping to prepare budget instructions, reviewing proposals, facilitating internal deliberations, communicating with stakeholders and supporting the adoption of the budget by the Commission, Mayor’s Office and Board of Supervisors.

Capital Planning and Delivery Project Workstreams overview:

Workstream 1: Capital Planning Governance, Roles & Responsibilities

Leadership and oversight of planning, budgeting and monitoring processes to ensure consistency.

Workstream 2: Standards and Criteria for CIP Budgeting and Prioritization 

Providing more prescriptive criteria and standards for budgeting, utilization of unspent balances and prioritization (e.g. at the division level rather than just at the enterprise level). 

Workstream 3: Capital Finance Systems, Tools and Training

Improve use and comprehension of project budgeting and management systems, tools and reports. 

Workstream 4: Chart of Accounts Structure in PeopleSoft  

Improve budget structure for ease of project management, taking need for budgetary control into account.

Workstream 5: Project Budget Appropriation and Management - Peoplesoft & Finance Processes

Prove consistency in requirements, roles and standards for ongoing project budget management and access to funds.

Workstream 6: Financial Sustainability      

A reassessment of SFPUC financial policies and debt thresholds is needed to ensure that our agency’s approach to funding the SFPUC CIP is sustainable, encourages prudent budgeting, meets affordability metrics and enables the SFPUC to deliver on its mission to provide high quality, efficient, and reliable water, power, and wastewater services. 

 Essential Functions:

• The Capital Planning and Budgeting Program Manager will need to work in a self-directed way to grasp and understand the issues and stakeholders, define the desired outcomes, determine a project plan and timeline, and develop approaches to the various workstreams.
• The Program Manager will need to build an internal network within the SFPUC in order to work in cross functional capacity, ensuring buy in from the needed stakeholders, keeping the relevant managers and decision makers informed of progress.
• For all the workstreams, this role would be working with teams to deliver the work, so they would rarely be on their own driving the work with no support. Changing the culture of capital planning and delivery will inevitably need to be a team effort, a comfort and awareness managing these sensitivities will be critical for the person in this role. 

The 1825 Capital Planning and Budgeting Program Manager/Principal Administrative Analyst II will perform other related duties as assigned.

How to qualify

1. Possession of a graduate degree (Master's degree or higher) from an accredited college or university AND seven (7) years full-time equivalent experience performing professional level analytical work as described in Note A; OR

2. Possession of a graduate degree (Master's degree or higher) from an accredited college or university with major college coursework as described in Note B and six (6) years full-time equivalent experience performing professional level analytical work as described in Note A; OR

3. Possession of a baccalaureate degree from an accredited college or university and eight (8) years of full-time equivalent experience performing professional level analytical work as described in Note A; OR

4. Possession of a baccalaureate degree from an accredited college or university with major college coursework as described in Note B and seven (7) years full-time equivalent experience performing professional level analytical work as described in Note A

SUBSTITUTION: Applicants may substitute up to 2 years of the required education with additional qualifying experience in budget analysis, financial analysis and reporting, legislative/policy analysis, or contract/grant administration. One year (2000 hours) of additional qualifying experience will be considered equivalent to 30 semester units/45 quarter units.

Notes on Qualifying Experience and Education:

A. Qualifying professional-level analytical experience must be in one or more of the following functional areas: complex budget analysis, development and administration; complex financial/fiscal analysis and reporting; development of complex contracting systems and administration of competitive bid processes and complex contractual agreements; development and evaluation of complex management/administrative policy; complex grant administration and monitoring; complex program evaluation and planning; complex legislative analysis; complex economic analysis; or other functional areas related to the duties of positions in Class 1825, where the primary focus of the job is complex professional-level analysis for evaluation, recommendation, development and implementation of major programs and functions of department/organization. Analytical experience equivalent to the duties of Class 1824 is considered qualifying.

B. Coursework applicable to a baccalaureate or higher degree in specialized subject matter areas such as public or business administration, management, business law, contract law, public policy, urban studies, economics, statistical analysis, finance, accounting or other fields of study closely related to the essential functions of positions in Class 1825.

Applicants must meet the minimum qualification requirement by the final filing date unless otherwise noted.

Desirable Qualifications:

The ideal candidate will demonstrate skills/experiences in (leadership in these areas is desired):

• Public sector (or large organization) capital planning and budgeting
• Public sector budgeting procedures, development and implementation of budgets
• Project and/or change management
• Stakeholder coordination, working with people at all levels of an organization
• Presenting and communicating complex concepts to different audiences
• Developing and implementing policies in a large organization

A successful candidate should have the capacity to lead and motivate teams working on highly sensitive and complex projects to achieve objectives and champion new ideas, tolerate ambiguity and be persuasive while being collaborative. They must be resourceful and have creative latitude, and able to work effectively and efficiently in high stress situations without negatively impacting others. They should also demonstrate high-level analytical, planning, organizational and presentation skills and abilities; and be able to make sound, practical decisions on complex issues.

Performance of essential duties requires use of a personal computer, including word processing, spreadsheet, database, presentation and/or other applications.  Candidates are expected to operate and perform at an ‘advanced-level’ in all Microsoft-suite applications.

The stated desirable qualifications may be considered at the end of the selection process when candidates are referred for hiring.

Verification of Education and Experience:

Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process. If education verification is required, information on how to verify education requirements, including verifying foreign education credits or degree equivalency, can be found at https://sfdhr.org/how-verify-education-requirements

Note: Falsifying one’s education, training, or work experience or attempted deception on the application may result in disqualification for this and future job opportunities with the City and County of San Francisco.

All work experience, education, training and other information substantiating how you meet the minimum qualifications must be included on your application by the filing deadline. Information submitted after the filing deadline will not be considered in determining whether you meet the minimum qualifications.

Applications completed improperly may be cause for ineligibility, disqualification or may lead to lower scores.

What else should I know?

• Information About The Hiring Process
• Conviction History
• Employee Benefits Overview  
• Equal Employment Opportunity 
• Disaster Service Worker
• ADA Accommodation
• Right to Work
• Copies of Application Documents
• Diversity Statement

HOW TO APPLY

 Applications for City and County of San Francisco jobs are only accepted through an online process. Visit https://careers.smartrecruiters.com/CityAndCountyOfSanFrancisco1/ and begin the application process.

• Select the “I’m Interested” button and follow instructions on the screen

Applicants may be contacted by email about this recruitment and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date. Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter. To prevent blocking, applicants should set up their email to accept CCSF mail from the following addresses (@sfgov.org, @sfdpw.org, @sfport.com, @flysfo.com, @sfwater.org, @sfdph.org, @asianart.org, @sfmta.com, @sfpl.org, @dcyf.org, @first5sf.org, @famsf.org, @ccsf.edu, @smartalerts.info, and @smartrecruiters.com).

Applicants will receive a confirmation email that their online application has been received in response to every announcement for which they file. Applicants should retain this confirmation email for their records. Failure to receive this email means that the online application was not submitted or received.

Job Analyst Information: If you have any questions regarding this recruitment or application process, please contact the job analyst, Crystal Liu, by email at CLiu@sfwater.org.

CONDITION OF EMPLOYMENT:  All City and County of San Francisco employees are required to be fully vaccinated against COVID-19 as a condition of employment. Someone is fully vaccinated when 14 days have passed since they received the final dose of a two-shot vaccine or a dose of a one-shot vaccine. Any new hire must present proof of full vaccination status to be appointed. Any new hire who will be routinely assigned or occasionally enter High-Risk Settings, must provide proof of having received a COVID-19 booster vaccine by March 1, 2022, or once eligible.

The City and County of San Francisco encourages women, minorities and persons with disabilities to apply. Applicants will be considered regardless of their sex, race, age, religion, color, national origin, ancestry, physical disability, mental disability, medical condition (associated with cancer, a history of cancer, or genetic characteristics), HIV/AIDS status, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, military and veteran status, or other protected category under the law.