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San Bernardino County Transportation Authority

Chief of Fund Administration

San Bernardino County Transportation Authority, San Bernardino, California, United States, 92409

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Salary :

$139,054.00 - $208,581.00 Annually Location :

San Bernardino, CA Job Type:

Full Time Remote Employment:

Flexible/Hybrid Job Number:

2025-00034 Department:

Fund Administration Opening Date:

07/03/2025 Closing Date:

10/31/2025 11:59 PM Pacific

ABOUT THE JOB First round of applications will be reviewed July 28, 2025

OPEN UNTIL FILLED

Led by a Board of Directors made up of elected officials from each of the 24 cities and towns and the five county supervisorial districts, San Bernardino County Transportation Authority (SBCTA) staff is focused primarily on freeway, interchange, and transit enhancements to the region that first and foremost benefit the taxpayer of San Bernardino County. Coupling that effort with various non-transportation related objectives from the Council of Governments role of the agency brings the mission of providing quality of life improvements to the residents, business operators, and commuters of our region to the forefront.

For more than four decades, SBCTA (previously known as SANBAG) has taken pride in delivering on its commitment to the voters through the implementation of Measure I. This half-cent sales tax that generates transportation dollars that are from the region and for the region is a critical element in the agency's goal to keep people and goods moving effectively. SBCTA calls the historic San Bernardino Santa Fe Depot home. Our headquarters not only positions the agency in the heart of the county, but is symbolic of our longstanding commitment to transportation.

Under general direction, plans, organizes, oversees, coordinates, and manages the staff responsible for transportation programming and transportation fund administration; ensures project compliance with federal, state, and local transportation funding commitments; manages the effective use of resources to improve organizational productivity and customer service in the department; provides complex and responsible support to the Director of Fund Administration in areas of expertise; and performs related duties as assigned.

Supervision Received and Exercised Receives general direction from the Director of Fund Administration. Exercises direct supervision over supervisory, professional, technical, and administrative support staff through subordinate levels of supervision.

Class Characteristics This is a management classification responsible for planning, organizing, reviewing, and evaluating programs, projects, and activities related to SBCTA fund administration. The incumbent is responsible for developing and implementing policies and procedures for assigned programs, short- and long-term planning, budget administration and reporting, and coordination of key programs/projects with other SBCTA management. Positions apply advanced management principles and strategic thinking to decisions that impact the organization as a whole. Positions generally serve as advisors and contributors to executive management on policies, procedures, and major SBCTA initiatives. EXAMPLES OF TYPICAL JOB FUNCTIONS

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. Manages, oversees, coordinates, and participates in the operations and activities of SBCTA's fund administration functions, including programming and monitoring projects of federal, state, and local transportation and transit improvement programs. Participates in the development and implementation of goals, objectives, policies, and priorities for fund administration; recommends within policy, appropriate service and staffing levels; recommends and administers policies and procedures. Develops and standardizes procedures and methods to improve and continuously monitor the efficiency and effectiveness of assigned functions, service delivery methods, and procedures; assesses and monitors workload, administrative and support systems, and internal reporting relationships; identifies opportunities for improvement, makes recommendations, and manages implemented changes upon approval. Selects, trains, motivates, and evaluates assigned personnel directly or indirectly through lower-level supervisors; works with employees to correct deficiencies; recommends discipline. Manages the development and administration of assigned budgets; directs the forecast of additional funds needed for staffing, equipment, materials, and supplies; directs the monitoring of and approves expenditures; directs and implements adjustments as necessary. Manages analyses and programming strategies to support development and approval of regional transportation improvement and capital improvement programs to maximize SBCTA funding levels. Ensures projects are in compliance and prevents delays and/or loss of funds by interpreting and applying federal and state programming rules and regulations. Provides input and guidance to SBCTA project managers and local agencies including developing funding strategies to meet project delivery schedules and ensure funding eligibility. Oversees the preparation and submittal of countywide transportation fund administration and programming documents including the Federal Transportation Improvement Program (FTIP). Maintains and updates the SBCTA 10-Year Delivery Plan to ensure project information accuracy and transparency; assists in the development of bonding needs and capacity. Manages projects for Measure I program delivery. Tracks funding needs and interagency funding commitments for transportation projects and programs; monitors funding agreements with state and local agencies; develops cash flow analysis to ensure adequate funding. Provides highly complex staff assistance to the Director of Fund Administration; develops and reviews staff reports and other necessary correspondence related to assigned activities and services; presents reports to the Board of Directors and various commissions, committees, and boards. Manages the organization and maintenance of accurate and detailed databases, spreadsheets, files, and records; verifies accuracy of information and ensures compliance with established records retention policies, procedures, and schedules. Attends, participates in, and represents SBCTA at interdepartmental, interagency, and professional meetings; monitors legal, regulatory, technology, and societal changes, and court decisions and stays abreast of new trends and innovations in fund administration. Receives, investigates, and responds to requests for information and/or questions in a professional manner; refers matters requiring policy interpretation to supervisor for resolution. Performs other duties as assigned. QUALIFICATIONS

Knowledge of:

Organization and management practices as applied to the development, analysis, and evaluation of programs, policies, and operational needs of assigned area of responsibility. Administrative principles, practices, and methods including goal setting; program development, implementation, and evaluation; policy and procedure development; quality control; and work standards. Principles and practices of employee supervision, including work planning, assignment, review and evaluation, discipline, and the training of staff in work procedures. Principles and practices of leadership. Principles and practices of budget development and administration. Principles and practices of fund administration and programming. Policies and procedures of Federal Highway Administration, Federal Transit Administration, California Transportation Commission, California Department of Transportation (Caltrans), and Southern California Association of Governments. Procedures and practices of estimating the cost of transportation and transit projects and programs. Record keeping principles and procedures. Applicable federal, state, and local laws, codes, and regulations as well as industry standards and best practices pertinent to the assigned area of responsibility. Techniques for providing a high level of customer service, by effectively working with the vendors and SBCTA staff. The structure and content of the English language, including the meaning and spelling of words, rules of composition, and grammar. Modern equipment and communication tools used for business functions and program, project, and task coordination, including computers and software programs relevant to work performed.

Ability to:

Develop and implement goals, objectives, practices, policies, procedures, and work standards. Provide administrative, management, and professional leadership for fund administration. Plan, organize, oversee, and manage fund administration staff and programs. Select and supervise staff, provide training and development opportunities, ensure work is performed effectively, and evaluate performance in an objective and positive manner. Evaluate and develop improvements in fund administration procedures, policies, or methods. Prepare and administer large and complex budgets; allocate limited resources in a cost-effective manner. Research, analyze, and evaluate new service delivery methods, procedures, and techniques. Manage fund administration and programming activities and special projects involving participation by diverse and varied interests. Analyze, interpret, summarize, and present financial and technical information and data in an effective manner and draw sound conclusions. Analyze problems, identify alternative solutions, project consequences of proposed actions, and implement recommendations in support of department goals. Prepare and present clear and concise reports, correspondence, policies, procedures, and other written materials. Effectively represent SBCTA in meetings with governmental agencies, community groups, and various businesses; professional and regulatory organizations; and in meetings with individuals. Make accurate arithmetic, financial, and statistical computations. Understand, interpret, apply, and explain applicable federal, state, and local policies, procedures, laws, and regulations. Direct the establishment and maintenance of a variety of filing, record keeping, and tracking systems. Use tact, initiative, and independent judgment within general policy and procedural guidelines and legal requirements. Independently organize work, set priorities, meet critical deadlines, and follow-up on assignments. Communicate clearly and concisely, both orally and in writing, using appropriate English grammar and syntax. Establish, maintain, and foster positive and effective working relationships with those contacted in the course of work. Effectively use computer systems, software applications relevant to work performed, and modern business equipment to perform a variety of work tasks.

Education and Experience: Any combination of training and experience that would provide the required knowledge, skills, and abilities is qualifying. A typical way to obtain the required qualifications would be:

Equivalent to graduation from an accredited four-year college or university with major coursework in planning, engineering, finance, business or public administration, or a closely related field and eight (8) years of increasingly responsible professional experience in transportation fund administration or regional planning. Licenses and Certifications:

Requires possession of a valid California Driver's License, a satisfactory driving record, and a properly registered and insured vehicle, to be maintained throughout employment.

SUPPLEMENTAL INFORMATION

Physical Demands Must possess mobility to work in a standard office setting and use standard office equipment, including a computer, and to operate a motor vehicle and visit various SBCTA sites; vision to read printed materials and a computer screen; and hearing and speech to communicate in person and over the telephone. This is primarily a sedentary office classification although standing in work areas and walking between work areas may be required. Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or calculator and to operate standard office equipment. Positions in this classification occasionally bend, stoop, kneel, reach, push, and pull drawers open and closed to retrieve and file information. Employees must possess the ability to lift, carry, push, and pull materials and objects up to 25 pounds.

Environmental Elements Employees work in an office environment with moderate noise levels, controlled temperature conditions, and no direct exposure to hazardous physical substances. Employees may interact with upset staff and/or public and private representatives in interpreting and enforcing policies and procedures. Benefits & Retirement

The following is a listing of some of the benefits that are offered to regular full-time and part-time employees.

Holidays:

There are 13 (eight-hour) paid holidays granted to all regular employees.

Vacation Leave:

Starts at 10 days per year and increases based on years of service. There is potential vacation credit for prior public service employment.

Sick Leave:

Regular employees accrue 96 hours of sick leave per year.

Administrative Leave : Regular full-time exempt employees accrue 40 hours of administrative leave per year.

Employee Leave Sharing Program:

SBCTA offers an employee leave sharing program to assist with income protection for full-time regular employees when an employee must be absent from work due to catastrophic medical hardship to the employee. SBCTA employees may voluntarily donate sick leave hours to a qualified employee.

FMLA : In compliance with the 1993 Family and Medical Leave Act, SBCTA provides employees up to 12 weeks of unpaid, job-protected leave in a calendar year for eligible family and medical conditions.

Civil Leave:

Any regular employee who is summoned for jury duty or is subpoenaed in an official capacity during a regularly scheduled work day will be given paid time off.

Military Leave:

Any regular employee who is a member of the National Guard or the Reserves will receive a maximum of 30 (eight-hour) paid days per calendar year.

Medical and Dental Coverage : Seven medical insurance plans (effective 7/27/25) and two dental insurance plans are available to cover regular full-time and regular part-time employees and any eligible dependents they wish to cover. Coverage is effective the day after the end of the first pay period.

Flexible Benefit Plans : To assist employees with the cost of insurance premiums, a fund of $8,473 is allocated for each employee at the beginning of the fiscal year for health, dental, and supplemental life insurance. An additional $10,357.10 is available as a Medical Premium Subsidy for employees who elect health and dental coverage through the various SBCTA medical and dental plan options.

Vision Coverage : Vision care is provided for employees and eligible dependents at no cost to the employee.

Life Insurance:

Life insurance is provided to regular employees in the event of death. The basic benefit is $50,000 provided by SBCTA and is at no cost to the employee.

Flexible Spending Accounts:

Regular employees have the option to participate in the Flexible Spending Account. This program allows employees to increase their take-home pay by using pre-tax dollars to pay copays and other out-of-pocket expenses. This program also allows employees to increase their tax savings by making pre-tax deposits to a Dependent Care Spending Account to pay for work-related dependent care expenses.

Retirement : All regular full-time and part-time employees participate in the San Bernardino County Employees' Retirement Association (SBCERA). As defined by the California Public Employees' Pension Reform Act (PEPRA):

Tier 1 Members' retirement benefit formula is 2% @55 with a 7.2% employee member required contribution. Tier 2 Members' retirement benefit formula is 2.5% @67 with a 9.37% employee member required contribution (FY 25/26). Retirement Medical Trust Fund:

Employees with 10 or more years of service who retire or separate from SBCTA participate in this plan which assists eligible employees with the cost of medical and dental expenses upon retirement.

Deferred Compensation:

Participation in a Deferred Compensation program through SBCTA is available on a voluntary basis. Deferred Compensation provides pre-tax savings to employees who participate through automatic payroll deductions. The program assists in saving additional monies for retirement. Your pre-tax dollar investment(s) grow each payday while interest accumulates.

Senior Management and Administrative/Professional Employees: Employer contributes $3 to match each $1 contribution made by employees to their 457(b) plan, up to a maximum combined total of 10 % of the employee's annual salary not to exceed the dollar limitation contained in IRS Code Section 402(g) in effect at the beginning of such taxable year. Support Employees: Employer contributes $1 to match each $1 contribution made by employees up to a maximum combined total of 10 % of the employee's annual salary not to exceed the dollar limitation contained in IRS Code Section 402(g) in effect at the beginning of such taxable year. Short Term Disability:

After a 7-day waiting period, Short Term Disability (STD) replaces 55 percent of lost income up to a weekly maximum of $1,442 for a total of 26 weeks due to lengthy absences caused by non-occupational medical conditions that prevent the employee from performing his/her job duties. This benefit may be integrated with the employee's available leave accruals.

Long Term Disability:

When an employee cannot work for a prolonged time because of serious injury or illness, Long Term Disability Insurance (LTD) can supplement 60 percent of an employee's salary while he/she is unable to work due to the disability. Regular full-time and part-time employees must be unable to work for 6 months before being eligible to draw LTD.

Employee Assistance Program:

A confidential counseling and referral program for employees and family members which provides unlimited phone access to legal, financial and work-life services and up to six free counseling sessions per problem per year for crisis counseling and work/life resources.

Employee Alternative Transportation Incentive Program:

SBCTA will reimburse eligible employees for the cost of using transit, rail, and/or vanpool rides to work, not to exceed the amount established by the IRS.

The SBCTA office is located just steps away from the San Bernardino Santa Fe Depot Metrolink Station.

Other Exciting Benefits:

9/80 Alternative Work Schedule Telework options for most positions Employee health and wellness program, Wellness Works Here Tuition reimbursement program

Social Security:

SBCTA does not pay into Social Security. 01

The following supplemental questions may be used as an evaluation of your knowledge, skills and experience. Please be sure that the information you provide corresponds to the information you have provided on your application/resume. By completing this supplemental evaluation you are attesting that the information you have provided is accurate. Any misstatements or falsification of information may eliminate you from consideration. "See resume" is not an acceptable answer to questions. Do you understand this statement?

Yes No

02

In 150 words or MORE, explain how your education, training, and experience prepare you for this position at SBCTA, particularly as it relates to supervising staff, management of transportation fund sources, and facilitating collaboration between both internal departments and external governmental agencies. 03

Please describe your experience in making written and/or oral presentations to governmental bodies, the public, or stakeholder or special interest groups. Include any experience working closely with executive leadership. 04

Describe your experience analyzing and making funding recommendations for transportation projects. If you do not have experience respond with N/A. 05

Describe your experience developing, interpreting, and/or enforcing funding policies at the local level. If you do not have experience respond with N/A. 06

Please list any other skills and/or experience you may have that make you an ideal candidate for this position. Required Question