Job Description

As the Capital Planning Manager under the Finance Manager, you will be responsible for managing the annual CIP development process and overseeing the implementation of the approved CIP. The Capital Planning Manager also regularly serves as the division’s liaison with City stakeholders, external stakeholders and governmental agencies (Caltrans, FHWA, MTC, CTA). Additionally, this position is responsible for administering functions related to the Public Works annual operating budget and assisting the Finance Manager, Executives, and Project Managers with analyzing data, producing reports and monitoring the use of funds, as needed.

This is an exciting position for someone eager to embrace the complexity of Capital Improvement Program and new financial systems to ensure projects are funded in accordance with rules, and delivered on time and on budget.

THE CAPITAL PLANNING MANAGER HAS THE FOLLOWING ESSENTIAL DUTIES:

• Develops, implements, monitors and modifies procedures and administrative monitoring practices for capital project development and operating budget functions;
• Coordinates the development of the annual capital budget submittal and the 10-year CIP; 
• Lead grant procurement and capital funding efforts for Public Works’ infrastructure transportation, accessibility, and Right of way (ROW) projects. Prepare Public Works’ capital plan and budget for transportation and ROW programs.
• Coordinate with staff in related city agencies, Capital Planning, and the Mayor’s Office, as needed. Work with project staff and accountants to ensure timely use of funds, manage expenditures to ensure compliance with funding restrictions, and prepare necessary reports.
• Work with stakeholders to secure long-term funding for street resurfacing. Provide research and analysis to support funding for this and other capital needs, including the ADA transition plan.
• Develop financial analysis of Public Works capital programs. Work with the Capital Planning Program to communicate funding and scheduling needs of our capital programs.
• Work with MTA and other City departments to identify opportunities to coordinate safety enhancement work with DPW capital transportation and ROW projects.
• Monitor federal, state, and local transportation legislation and proposals. Advise Executive Managers and Director on advocacy strategies in response to legislation or transportation planning and programming policy impacting Public Works.
• Work with other governmental agencies, such as Caltrans or the County Transportation Authority (CTA), to obtain grant funds for other funding sources for projects.
• Assists with the management of the budget submissions for Public Works Operating Bureaus by analyzing prior year expenditures, aligning budget with Department goals, objectives, and programs; making recommendations to Bureau management based on the analyses; and developing budget line-item narratives to justify requests.
• Analyzes budget monitoring and financial reporting, and provide managers with expenditures and revenue snapshots and trends including practical options for potential cost overruns and budget balancing. 
• Plans, organizes and directs the overall management, direction and oversight of the Capital Planning section; plans, develops and implements section policies and procedures, and administers staff functions to ensure departmental goals and objectives are achieved
• Oversees the creation of capital project reports and its administration to ensure projects are funded in accordance with rules, and delivered on time and on budget

Qualifications

EDUCATION:  Possession of a baccalaureate degree from an accredited college or university in Business Administration, Economics, Finance, Urban Planning, Urban Studies, Public Policy, Public Administration or a closely related field; AND.

EXPERIENCE: Three (3) years of increasingly responsible professional level budget and analytical experience in a governmental or large organization with 35 or more personnel.

SUBSTITUTION: Additional qualifying experience may be substituted for up to 2 years of the required education. One year (2,000 hours) of additional qualifying experience will be considered equivalent to 30 semester units/45 quarter units.

NOTES:

1. One year of full-time employment is equivalent to 2,000 hours (2,000 hours of qualifying work experience is based on a 40-hour work week).  Any overtime hours that you work above forty (40) hours per week are not included in the calculation to determine full-time employment.
2. Applicants must meet the minimum qualification requirement by the final filing date unless otherwise noted.

DESIRABLE QUALIFICATIONS: The stated desirable qualifications may be used to identify job finalists at the end of the selection process when candidates are referred for hiring.

• Experience performing complex revenue and expenditure reporting, forecasting and historical trend analysis for a governmental agency and capital projects;
• Experience with developing cash flows for capital projects;
• Experience related to governmental budget and fund accounting practices;
• Experience with PeopleSoft Financials and other computer systems used for capital projects;
• Experience facilitating the implementation of large financial systems;
• Experience related to managing and reporting capital projects;
• Experience working with large capital projects with multiple funding sources;
• Understanding of the City and County of San Francisco capital planning and funding process

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. More information can be found at: https://sfdhr.org/information-about-hiring-process#verification 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. 

Additional Information

SELECTION PROCEDURE:  Candidates must pass all phases of exams to be ranked on the eligible list (PBT-0923-109923). MINIMUM QUALIFICATION SUPPLEMENTAL QUESTIONNAIRE (MQSQ): Candidates will be required to submit an MQSQ at any point in the application, examination or departmental selection process. This MQSQ is designed to obtain specific information regarding an applicant's experience in relation to the Minimum Qualifications for this position. APPLICANTS MUST ALSO COMPLETE THE PRELIMINARY QUESTIONS. It is essential that applicants provide complete information in identifying their education, experience and training. The Minimum Qualification Supplemental Questionnaire will be used to evaluate if the applicant possesses the required minimum qualifications.

SUPERVISORY TEST BATTERY (WEIGHT 40%): Candidates will be invited to participate in a computer-based examination designed to measure competencies in job-related areas which may include but not limited to: Problem Solving; Leadership; Decision Making; Interpersonal skill; Human Resources Management; Team Building; Communication and Conflict Management. For more information about this Supervisory Test (and a suggested reading), please visit: http://sfdhr.org/index.aspx?page=325. A passing score must be achieved on the Supervisory Test Battery in order to continue in the selection process.  This is a standardized examination, and, therefore, test questions and answers are not available for public inspection or review.

SUPPLEMENTAL QUESTIONNAIRE (WEIGHT: 60%): Candidates deemed qualified will be invited to participate in a Supplemental Questionnaire examination designed to measure their relative knowledge, skill and ability levels in job-related areas which may include, but is not limited to the following: technical knowledge of budgeting principles; analytical ability; management ability; supervisory ability; human relations ability; written communication ability; computer literacy.

CERTIFICATION RULE: The certification rule for the ranked eligible lists resulting from this examination will be RULE OF LIST SCORES. The department may administer additional position-specific selection procedures to make final hiring decisions.

ELIGIBLE LIST/SCORE REPORT: A confidential eligible list of applicant names that have passed the civil service examination process will be created and used for certification purposes only. An examination score report will be established, so applicants can view the ranks, final scores and number of eligible candidates. Applicant information, including names of applicants on the eligible list, shall not be made public unless required by law. However, an eligible list shall be made available for public inspection, upon request, once the eligible list is exhausted or expired and referrals resolved. The eligible list/score report resulting from this civil service examination process is subject to change after adoption (e.g., as a result of appeals), as directed by the Human Resources Director or the Civil Service Commission.  

In line with the Official Public Health Order to slow the spread of COVID-19, “shelter-in-place” has been issued for all San Francisco residents that is expected to be in effect until further notice. As a result, Department of Human Resources (DHR)’s office (located at 1 South Van Ness Avenue, 4th Floor, San Francisco, CA 94103) is currently closed to the general public. If you have any questions, please feel free to email the Human Resources Analyst listed on this announcement.

TERMS OF ANNOUNCEMENT: This is a Position Based Test conducted in accordance with Civil Service Rule 111A. Applicants must be guided solely by the provisions of this announcement, including requirements, time periods and other particulars, except when superseded by federal, state or local laws, rules or regulations.  Clerical errors may be corrected and, if so, an amended note will be posted on this official job announcement.

The terms of this announcement may be appealed under Civil Service Rule 111A.35.1. The standard for the review of such appeals is ‘abuse of discretion’ or ‘no rational basis’ for establishing the position description, the minimum qualifications and/or the certification rule.  Appeals must include a written statement of the item(s) being contested and the specific reason(s) why the cited item(s) constitute(s) abuse of discretion by the Human Resources Director.  Appeals must be submitted directly to the Executive Officer of the Civil Service Commission within five business days of the announcement issuance date.

SPECIFIC INFORMATION REGARDING THIS EXAMINATION PROCESS ARE LISTED BELOW.

• APPLICATION OPENING - Thursday, October 21, 2021
• APPLICATION DEADLINE - Thursday, November 4, 2021
• COMPENSATION RANGE FOR THE 0923 Capital Planning (Manager II)
• EXAMINATION PLAN for this recruitment consists of a Supervisory Test Battery weighted at 40% and Supplemental Questionnaire weighted at 60% of the candidates exam score. Candidates must pass all phases of exams to be ranked on the eligible list (PBT-0923-109923).
• ELIGIBLE LIST DURATION resulting from this examination process will be twelve (12) months.
• CERTIFICATION RULE for the eligible list resulting from this examination will be RULE OF LIST.
• EXAM TYPE: Combined Entrance and Promotive (MCCP 90-113)

QUALIFIED CANDIDATES WILL BE NOTIFIED OF THE DATE, TIME, LOCATION AND TYPE OF EXAM FORMAT IN THEIR EXAM APPOINTMENT NOTIFICATION.

ADDITIONAL INFORMATION REGARDING EMPLOYMENT WITH THE CITY AND COUNTY OF SAN FRANCISCO:

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

EXAM ANALYST INFORMATION: If you have any questions regarding this recruitment or application process, please contact the exam analyst, Angie Ignao at ANGIE.IGNAO@SFDPW.ORG.

CONDITION OF EMPLOYMENT:  All City and County of San Francisco employees are required to be vaccinated against COVID-19 as a condition of employment.  For details on how it is applicable to your employment, please click here.

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.