Rev 8/2024
CITY OF SANTA CLARA, CALIFORNIA
CLASS SPECIFICATION
TITLE: RESOURCE ANALYST II (JOB CODE 696)
DEPARTMENT ACCOUNTABLE TO FLSA STATUS
Electric Utility Electric Division Manager or
Senior Resource Analyst
Non-Exempt
CLASS SUMMARY
The Resource Analyst II is assigned to work in the City’s Electric Utility Department, Silicon Valley Power (SVP). Incumbents in this classification perform supply resource planning, acquisition, and portfolio management assignments on a wide range of projects and may serve in a project manager capacity as required. Performs related duties as assigned.
DISTINGUISHING CHARACTERISTICS
The Resource Analyst II performs analytical work, exercising a high degree of responsibility for specialized research, analysis, and program administration. It differs from the lower-level Resource Analyst I classification in that the latter performs more routine tasks and duties. It differs from the higher-level Senior Resource Analyst in that the latter is a supervisory position that performs work of advanced complexity.
MINIMUM QUALIFICATIONS
EDUCATION AND EXPERIENCE
• Bachelor’s Degree in Engineering, Economics, Mathematics, Business, Accounting, or other related field and
• One (1) year of experience performing tasks, including but not limited to:
o Analyzing data
o Managing programs, projects, and/or contracts
o Developing financial or technical reports
o Interpreting complex rules and procedures
o Preparing research reports
o Building spreadsheets, databases, and/or computer programs
ACCEPTABLE SUBSTITUTION
Four (4) additional years of relevant experience may be substituted for the Bachelor’s Degree requirement on a year for year basis.
LICENSES/CERTIFICATIONS
None
DESIRABLE QUALIFICATIONS
Work experience in any of the following areas:
• Energy resource management, planning, procurement, or optimization • California Independent System Operator (CAISO) market, tariff, and procedures • Renewable Portfolio Standards
• California Greenhouse Gas (GHG) Cap and Trade program • Regulatory agencies such as CPUC, CEC, FERC
RESOURCE ANALYST II (696)
OTHER REQUIREMENTS
Must be able to perform all of the essential functions of the job assignment, with or without reasonable accommodation.
CONFLICT OF INTEREST
Incumbents in this position are required to file a Conflict of Interest statement upon assuming office, annually, and upon leaving office, in accordance with City Manager Directive 100.
TYPICAL DUTIES
This description may not include all the duties listed below, nor do the examples cover all duties that may be performed.
Under general direction, the incumbent will:
• Prepare, analyze, support negotiations of, and administer contracts and agreements related to planning, project development, transmission purchase and sale, interconnection, power product purchases, balancing authority area, and settlement agreements
• Review, evaluate, and draft contracts and regulatory filings related to Silicon Valley Power’s resource and transmission interests
• Prepare requests for proposals and evaluate technical, economic, and regulatory feasibility of contracts and projects
• Manage consultant contracts, utility resource planning projects, schedule coordination, political liaison, public relations, inter-utility coordination, and quality control • Optimize the City’s power supply portfolio by identifying, analyzing, and assessing market trends and costs and making appropriate recommendations regarding short-term and long-term strategic planning
• Assist in the development and implementation of policies and procedures related to resource planning and management
• Assist in rate and cost of service studies as required and formulate recommendations for utility rates
• Perform resource planning, commodity price risk management, and price setting studies • Research, follow, and make recommendations regarding proposed legislation, regulatory changes, litigation, power supply contracts, energy transactions, and current trends that affect the City’s position in the energy market
• Ensure program compliance with Federal, State, and local laws, rules, and regulations • Participate in the California Independent System Operator (CAISO) stakeholder process • Develop and implement programs, systems, procedures, and operating methods • Assist in the development of commodity budget forecasts • Conduct and prepare reports of wholesale energy products and resource planning studies to yield a portfolio of supply resources to best meet the customers’ needs • Represent the City’s electric utility interests to a variety of organizations and agencies on power resource planning
• Work with other industry organizations/agencies, such as Pacific Gas & Electric (PG&E), California Independent System Operator (CAISO), California Municipal Utilities RESOURCE ANALYST II (696)
Association (CMUA), Northern California Power Agency (NCPA), California Energy Commission (CEC), Federal Energy Regulatory Commission (FERC), North American Electric Reliability Corporation (NERC), and Western Electricity Coordinating Council (WECC), which may include creating and/or submitting reports or comment documents which may be required via contract or tariff provisions or may be in response to industry initiatives
• Perform other related duties as assigned
KNOWLEDGE, SKILLS, & ABILITIES
Knowledge of:
• California Independent System Operator (CAISO) wholesale market rules and tariffs • Forecasting, resource planning, commodity price risk management, and commodity price setting techniques
• Principles and practices of statistical, economic, and financial analysis for optimization of forecasting and modeling
• Principles of contract preparation and administration • Integrated resource planning theory, principles and practices and their application to a wide variety of electrical systems
• State and federal environmental policies and procedures • Energy portfolio dispatch and market trends
• Microsoft Office Suite products including Word, Power Point, and a high level of expertise with Excel
• Environmental and safety practices, procedures and standards
Ability to:
• Use complex computer models to perform resource planning, commodity price risk management, and price setting studies
• Use spreadsheet software programs, such as Excel, with a high level of expertise • Interpret legislative and regulatory mandates impacting utility demand- and supply-side issues
• Manage projects, coordinate efforts of others, and prepare professional reports and requests for proposals
• Perform technical and analytical studies of energy supply and demand-side resources, energy usage and electric demand, power cost, rates, and revenues • Develop financial models related to resources, costs, rates, and revenues • Negotiate with representatives of other utilities and regulatory agencies regarding resource supply and/or compliance requirements
• Use software programs including Word, PowerPoint, and Excel to create and submit reports
• Establish and maintain tactful and cooperative working relationships with those contacted in the course of work, including the general public
• Communicate effectively, both orally and in writing
• Work in a team-based environment and achieve common goals • Walk or stand for extended periods of time
RESOURCE ANALYST II (696)
• Bend, stoop, reach, carry, crawl, climb and lift as necessary to perform assigned duties • Effectively handle multiple priorities, organize workload and meet strict deadlines
SUPERVISION RECEIVED
Works under the general direction of an Electric Division Manager or Senior Resource Analyst.
SUPERVISION EXERCISED
May provide technical direction and training to the Resource Analyst I.
CONFLICT OF INTEREST
Incumbents in this position are required to file a Conflict of Interest statement upon assuming office, annually, and upon leaving office, in accordance with City Manager’s Directive 100.
CLASSIFICATION HISTORY
Established 1/2014; Rev. 2/2014; Rev. 10/2024