Rev 10/2024
CITY OF SANTA CLARA, CALIFORNIA
CLASS SPECIFICATION
TITLE: SENIOR RESOURCE ANALYST (JOB CODE 771)
DEPARTMENT ACCOUNTABLE TO FLSA STATUS
Electric Utility Electric Division Manager Non-Exempt
CLASS SUMMARY
The Senior Resource Analyst is a supervisory position in the City’s Electric Utility Department, Silicon Valley Power (SVP). Incumbents in this classification provide leadership and supervision to plan and coordinate electric utility supply, demand-side resource acquisition, and portfolio management. Performs related duties as assigned.
DISTINGUISHING CHARACTERISTICS
The Senior Resource Analyst classification performs complex analysis and exercises a high level of technical expertise, prepares written reports, and delivers oral reports for management, boards and commissions, City Council, and at meetings of outside agencies. This classification differs from the lower-level Resource Analyst II in that the latter performs analytical work of a lower level of complexity. This classification differs from the higher-level Electric Division Manager classification in that the latter is a management position in the unclassified service and is responsible for managing a Division in the Electric Department.
MINIMUM QUALIFICATIONS
EDUCATION AND EXPERIENCE
• Bachelor’s Degree in Engineering, Economics, Mathematics, Business, Accounting, Information Technology, or other related field
• Three (3) years of increasingly responsible experience performing tasks, including but not limited to the following.
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 • One (1) year of the required experience must be in a lead or supervisory role.
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 SENIOR RESOURCE ANALYST (771)
• Renewable Portfolio Standards
• California Greenhouse Gas (GHG) Cap and Trade program • Regulatory agencies such as CPUC, CEC, FERC
OTHER REQUIREMENTS
Must be able to perform all of the essential functions of the job assignment, with or without reasonable accommodation
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:
• Supervise and train assigned staff; manage assigned activities including energy resource planning and procurement, supply and demand-side management plans, complex modeling and decision analysis, rate development, energy risk management, and forecasting
• Negotiate and administer contracts and agreements related to planning, project development, transmission purchase and sale, interconnection, power product purchases, balancing authority area and settlement agreements
• Manage consultant contracts and project schedule coordination and inter-utility coordination
• Facilitate strategic planning processes through data acquisition, analysis, decision process facilitation, report preparation, and critical activity analysis and tracking • Coordinate the development and implementation of short and long-term electric portfolio management plans
• Evaluate potential opportunities for power supply acquisition/optimization and power project participation
• Participate in the development of utility policies, resource planning, resource evaluation, and development of operating and risk management practices and procedures • Participate in California Independent System Operator (CAISO) stakeholder processes where new market initiatives are discussed and advocates alternatives that maximize benefits to City customers.
• Negotiate, prepare, and administer energy and transmission contracts with various wholesale market participants to optimize power supply or transmission opportunities and resolve power supply issues
• Review contracts to ensure that obligations are met and evaluates opportunities to enhance returns on existing contracts
• Identify and analyze operational problems, conducts studies, strategically evaluates alternatives, and implement effective solutions for a wide variety of issues • Monitor changes in California Independent System Operator (CAISO) tariff and products defined to increase reliability
• Monitor state and federal environmental legislation and interprets/analyzes potential impact to electric operations as well as long-term resource planning SENIOR RESOURCE ANALYST (771)
• Provide input to legal proceedings that represent the City’s interests and provides reports related to compliance with existing legislation
• Represent the department and/or the City to the public, other agencies, regional, and sub- regional committees, including conducting public meetings, making presentations, and responding to requests for information
• Perform other related duties as assigned
KNOWLEDGE, SKILLS, & ABILITIES
Knowledge of:
• California Independent System Operator (CAISO) scheduling and bidding procedures and protocols and CAISO market rules and tariffs
• Applicable Federal, State, and local laws, rules, and regulations • Principles of utility planning involved in: the development, construction, operation within utility area, and joint action projects; energy trading and risk management; transmission and conservation of energy
• Principles of program evaluation, forecasting of load, energy, and market parameters using statistical or probabilistic techniques
• Principles and laws applicable to retail rate making
• Market operations related to bilateral and centralized market trading of wholesale power • Microsoft Office Suite products including Word, PowerPoint, 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
• Effectively handle multiple priorities, organize workload and meet strict deadlines • Travel to and attend out-of-town one-day meetings on a regular basis • Create, review and submit reports
• Establish and maintain tactful and cooperative working relationships with those contacted in the course of work, including the 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
• Bend, stoop, reach, carry, crawl, climb and lift as necessary to perform assigned duties.
SENIOR RESOURCE ANALYST (771)
SUPERVISION RECEIVED
Works under the general supervision of Electric Division Manager or other managers as assigned
SUPERVISION EXERCISED
Provides technical direction and training to the Resource Analyst I and Resource Analyst II.
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