Item 9.D-August 8, 2014 ADMINISTRATIVE FACULTY POSITION DESCRIPTION QUESTIONNAIRE To expedite and facilitate the PDQ review process, please send the PDQ and Org Chart electronically to marshag@unr.edu for discussion and for initial review before routing PDQ for approval signatures. Questions - call UNR Faculty HR at 682-6114 INSTRUCTIONS: See http://www.unr.edu/hr/compensation-and-evaluation for complete instructions. Incumbent(s) Name OR New/Vacant: See last page for incumbents CURRENT POSITION INFORMATION Pos Range / Current Title: #(s): Class.: 2 Assistant Director, Development 3 Associate Director, Development 4 Director, Development JCC 76455 86869 77906 Department: Development and Alumni Relations College/Division: Vice President, Development and Alumni Relations Account #(s): 1101-103-0001; 1106-103-0029; 1102-103-0028; 1201-103-0004; 1201-107-0010 Action Proposed: (check all that apply) ( ) New position: Proposed Range: Proposed Title: ( ) Title Change, Proposed Title: ( ) Proposed Reassignment from Range to Range ( ) Revised PDQ only (no change in range or title) (X) Line of Progression (show titles below) Pos #: Range: JCC: EEO: Assistant Director, Development Various 2 76455 3C 3 Associate Director, Development Various 86869 3C Director, Development Various 4 77906 3C I certify that the statements in this description are accurate and complete to the best of my knowledge. ____________________________________________________________ Employee’s Signature __________________ Date I/we have reviewed the statements in this form and they accurately reflect the job assignments. ____________________________________________________________ __________________ Immediate Supervisor’s Signature Lynda Buhlig, Acting Executive Dir, Development Date ____________________________________________________________ Director/Chair/Dean Bruce Mack, Associate Vice President, DAR __________________ Date Approved for Salary Placement Committee review. ____________________________________________________________ __________________ Pres / Vice Pres / Vice Prov Signature John Carothers Date Vice president, Development and Alumni Relations Action Approved by the Provost/President (Completed by Faculty HR): Effective Date: Approved Title: See Above Employee signs on “final” stamped approved PDQ and sends to HR for personnel file. Employee Signature:_______________________________________________ __________________ Date Printed Name: ____________________________________________________ Rev: 10/1/2012 Position Description – Development Director – LoP Page 2 1. Summary Statement: State the major function(s) of the position and its role in the university. Attach an organizational chart with positions, ranges, and names for the division which reflects the position in it as well as those supervised in the department. (This section is used for advertisement of the position.) The main function of the position(s) is to solicit gifts payable over five years and significant annual gifts in support of University of Nevada, Reno (University) college/school/unit/programs and/or projects including, but not limited to, scholarship-ps, programs, projects (capital annual and others), endowments, planned gifts, and expendable funds. The degree of autonomy and level of gifts expected for successful performance evaluation varies by the range level of the position. Evaluation of the development officer is based on him/her reaching measurable goals (also known as metrics)as outlined in his/her Individual Performance Objectives (IPO) document. Range 2: The Assistant Director, Development, is an entry/junior-level development officer with limited fundraising experience reporting to the college, school, unit, or program development officer and/or the Executive Director of Development (EDOD) and/or indirectly to the administrator of the school, college, unit, or special program. The Assistant Director is jointly evaluated by the Director of Development and/or the appropriate administrator and forwarded to the EDOD. In the case where the Assistant Director, Development does not report to a Director of Development, then the Assistant Director is jointly evaluated by the EDOD and the appropriate administrator. Range 3: The Associate Director, Development, is a mid-level development officer with moderate fundraising experience reporting to the college, school, unit, or program development officer and/or the Executive Director of Development and/or indirectly to the administrator of the school, college, unit or program. The Associate Director is jointly evaluated by Director of Development and/or the appropriate administrator and the evaluation is forwarded to the Executive Director of Development. In the case where the Associate Director, Development does not report to a Director of Development, then the Associate Director is jointly evaluated by the EDOD and the appropriate administrator. Range 4: The Director of Development (DOD) is a senior-level development officer with substantial fundraising experience. The position reports to the EDOD and indirectly to the dean or administrator of the college, school, unit, or program. The Director of Development is jointly evaluated by the Executive Director of Development and the appropriate administrator. 2. List the major responsibilities, including percentage of time devoted to each. Provide enough detail to enable a person outside the department to understand the job (percentage first with heading and then bulleted information). Range 2: 50% - Solicit and Secure Gifts Reach measurable goals (metrics) as outlined in his/her Individual Performance Objectives (IPO) document in all areas listed within this section as well as others assigned during the year. Additional metrics which will be considered in the Range 2’s evaluation are to be added to the IPO during that year Make direct contact with potential and known donors as assigned through a timely action tracking process Conduct personally scheduled face-to-face visits, excluding University sponsored events, per month with prospective donors Position Description – Development Director – LoP Page 3 Solicit gifts of $10,000 or more (payable over 5 years) Cultivate and solicit planned gifts (i.e. wills, trusts, annuities, bequests, etc.) Conduct initial contact visits Meet college/school/unit/program annual goal as well as individual goal Maintain an active list of primary prospects under management Document contact information made with assigned donors and potential donors utilizing the DAR database Produce development proposals and materials Upgrade skills through continuing education workshops and/or conferences Coordinate fundraising events in the assigned entity only as approved by the EDOD only as approved by the EDOD in consultation with the DOD (if relevant) and the appropriate dean or administrator of the college, school, or program Attend regular meetings with the central division staff of DAR as part of the action tracking process and be informed of the activities in Development & Alumni Relations (DAR) and UNR May also be responsible for the cultivation of the entity’s advisory board 25% - Stewardship Serve as primary liaison with all matters related to the assigned entity Under the supervision of the DOD (if relevant) and/or the Executive Director of Development, provide stewardship to past donors as a stage in the action tracking process; including but not limited to, thank-you letters from the scholarship recipients to donors, special receptions, luncheons, and dinners or events in recognition of support Assist the DOD (if relevant) and/or the administrator of the college, school, unit, or program with the gift acknowledgment process and the donor recognition program Write and update a work plan related to progress and productivity, which is reviewed by the DOD (if relevant) and/or the EDOD; final work plan is then presented to the EDOD 25% - Coordination and Administrative Support Provide administrative support to the DOD if relevant Work with DAR’s annual fund program to assist the annual fund staff in solicitation Engage in annual fund efforts for the entity, such as a scholarship campaign Work with the University of Nevada Alumni Association Membership (UNAM) to build alumni interest and support for the college/ school/unit/program and the University as a whole Range 3 (in addition to above R2): 60% - Solicit and Secure Gifts Reach measurable goals (metrics) as outlined in his/her Individual Performance Objectives (IPO) document in all areas listed within this section as well as others assigned during the year. Additional metrics which will be considered in the Range 3’s evaluation are to be added to the IPO during that year Solicit gifts of $10,000-$100,000 (payable over 5 years) Work with the Dean, faculty, or significant other of the various entities to create giving opportunities for donors and produce development proposals and material 25% - Stewardship Provide stewardship to past donors as a stage in the action tracking process; including but not limited to, thank-you letters from the scholarship recipients to donors, special receptions, luncheons, and dinners or events in recognition of support Write and update a work plan related to progress and productivity; final work plan is then presented to the EDOD Position Description – Development Director – LoP Page 4 15% - Coordination and Administrative Support Same as above Range 4 (in addition to R3 above): 70% - Solicit and Secure Gifts Reach measurable goals (metrics) as outlined in his/her Individual Performance Objectives (IPO) document in all areas listed within this section as well as others assigned during the year. Additional metrics which will be considered in the Range 4’s evaluation are to be added to the IPO during that year. Solicit gifts of $10,000-$250,000 (payable over 5 years) Cultivate and solicit the entity’s advisory board 15% - Stewardship Provides stewardship to past donors as a stage of the action tracking process Assists the significant administrator's gift acknowledgment process and the entity's and university donor recognition program 10% - Supervisory/Leadership within DAR Review the work plans of an Associate and/or Assistant Director of Development, if relevant Provide guidance in the initial contact, cultivation, and solicitation of significant gifts for the entity to the Associate and/or Assistant Director of Development, if relevant Share information from their respective areas about the college/school/unit/program with other development officers Mentor other development officers Evaluate yearly, in consultation with the Executive Director of Development, the Associate and/or Assistant Director of Development, if relevant 5% - Coordination and Administrative Support Work with the DAR Annual Fund program to assist the Annual Fund's staff with solicitations Development responsibility for fundraising events only as approved by the EEOD in consultation with the appropriate dean or administrator of the college, school, or program 3. Describe the level of freedom to take action and make decisions with or without supervision and how the results of the work performed impact the department, division and/or the university as a whole. Level of Freedom: For all ranges, the initial contact, cultivation, solicitation and stewardship of prospects is essential for the development process to be successful. The decisions and judgments made by the range 2, 3 and 4 directly impacts the fundraising process. Fundraising’s success provides the University with the necessary support to provide an outstanding educational environment for its students and to uphold its reputation as a national Tier 1 University with its students, parents, alumni and friends. It is essential that these positions understand and represent their college/school/unit/program to potential donors, alumni, friends, faculty/staff and the community as well as promote the University. Range 2: The range 2 must be flexible and work independently under limited supervision and with some latitude for initiative and independent judgment. Range 3: The range 3 must be flexible and work independently under minimal supervision and with considerable latitude for initiative and independent judgment. The range 3 makes decisions critical Position Description – Development Director – LoP Page 5 to the success of the fundraising program with limited supervision by and with advisement to the individual to whom they report directly. Range 4: The range 4 must be flexible and work independently with little direct supervision and with considerable latitude in initiative, independent judgment, and decision-making. The range 4 is expected to provide leadership in the performance of the responsibilities of the position in order to insure the success and credibility of the division’s work. The individual works closely with the EDOD, ASVP, AVP and VP of DAR. Impact: Range 2-4 The development programs designed and directed by these positions result in private financial support necessary for the University to undertake projects and programs which are not provided by state allocation or from tuition income. These positions are very visible to the public, potential and current donors and therefore have a direct impact on the perception of the University and potential fundraising. The role these positions play in alumni activities and development events is critical in reaching the fundraising and relationship building goals. The judgment of and decisions made by these positions impact the college/school/unit/program’s ability to attract and retain donors who are critical to the financial and strategic goals of the University. The annual fundraising metrics as well as skill levels and leadership requirements will be higher for higher range positions and thereby the consequences in lost revenue greater for nonperformance of duties. 4. Describe the knowledge, skills (to include cognitive requirement and verbal and written communication), and abilities (to include task complexity, problem solving, creativity and innovation) essential to successful performance of this job (in bullet format). Knowledge of: Range 2: Basic aspects of fundraising with particular emphasis on major gift solicitation, annual giving, stewardship, development aspects of event fundraising, and alumni relations Range 3 (in addition to R2 above): Most aspects of fundraising, including capital campaigns, major gift solicitation, cultivation, and stewardship, planned giving, proposal and grant writing, annual solicitations, development events and alumni relations Range 4 (in addition to R3 above): All aspects of fundraising, including capital campaigns, major gift solicitation, cultivation, and stewardship planned giving, proposal and grant writing, annual fund solicitations, development events and alumni relations Higher education organizational structures, operations and policies Accounting and/or budgeting and fiscal management to include accounting and/or finance practices and procedures Progress reporting to public and private sector organizations and university, State and/or Federal agencies Human resources supervision/management Skills: Range 2: Strong work ethic, organizational skills, and management of gift processing, action tracking, cultivation and solicitation activities Proficiency in use of a personal computer and current software applications including but not limited to Microsoft Office Suite (Word, Access, Excel, PowerPoint, and email) Position Description – Development Director – LoP Page 6 Excellent verbal and written communication High level of initiative, creativity, and collaboration Organizational and time management Excellent interpersonal and human relations Range 3 (in addition to R2 above): Program/project planning, development, coordination, and management Create and strategize creative fundraising techniques Work effectively with volunteers (alumni, advisory boards, friends, etc.), donors and donor prospects Range 4 (in addition to R3 above): Leadership, mentoring and/or supervisory skills Outstanding negotiation skills Coordinate, organize, market, and implement programs and events Effective problem solving, decision-making, and analytical skills Ability to: Range 2: Self-motivate and take personal initiative to train and learn the necessary skills to be a successful fundraiser Work effectively in an environment with limited training Strictly adhere to the highest professional ethics, confidentiality, discretion and judgment Interact effectively with faculty, administrative staff and other employees at all levels of responsibility Work effectively under two separate supervisors in different units Work effectively with donors and prospective donors Work effectively with volunteers (alumni, advisory boards, friends, etc.) Listen and to communicate persuasively and effectively (both oral and written) Manage, prioritize, and complete multiple projects/tasks in an efficient and timely manner while maintaining focus on organizational goals Set priorities and reach measurable results Work and interact with a diverse population Maintain professional business and work ethics and standards Understand and interpret formalized policies, guidelines, rules, and regulations Travel and work flexible hours with frequent evenings and weekend work Range 3 (in addition to R2 above): Work independently with limited direction Range 4 (in addition to R3 above): Manage resources effectively and efficiently Listen and communicate persuasively and effectively (both in written and oral discourse) Work independently with little direct supervision and as a collaborative team member Educate and train employees on processes and procedures Encourage collaboration and coordination with other staff and campus community Position Description – Development Director – LoP Page 7 5. Describe the type of personal contacts encountered in performing the duties of the job. Explain the nature and purpose of these contacts: i.e., to provide services, to resolve problems, to negotiate. Internal Range 2: DOD (Range 2 only) Appropriate administrator/Dean Range 3: President, Vice President for Development and Alumni Relations and the Executive Director of Development Faculty and Staff Development Officers Range 4: Development Officers Reason for Contact External Range 2: Donors and prospective donors Volunteers/Board Members Range 3: Same as above. Range 4: Same as above Reason for Contact To receive day-to-day direction and be mentored/coached To coordinate fundraising and stewardship To coordinate activities To share information and identify opportunities To share information To share information and mentor/coach and/or supervise To assess their capacity and interest in the University To coordinate activities 6. Indicate the minimum qualifications which are necessary in filling this position should it become vacant. Please keep in mind the duties/responsibilities of the position rather than the qualifications of the incumbent. a. Minimum educational level, including appropriate field, if any. Range 2, 3, and 4: Bachelor's Degree from a regionally accredited institution b. Minimum type and amount of work experience, in addition to the above required education necessary for a person entering this position. Range 2: Bachelor’s Degree and two years or a Master’s Degree and one year of professional experience Preferred Licenses or Certifications: None Range 3: Bachelor’s Degree and four years or a Master’s Degree and two years of professional experience Preferred Licenses or Certifications: None Range 4: Bachelor’s Degree and five years or a Master’s Degree and three years of professional experience Position Description – Development Director – LoP Preferred Licenses or Certifications: c. Indicate any license or certificate required for this position. None Page 8 Position Description – Development Director – LoP Page 9 Listing of position number and incumbents: JCC 76455 Title Range 2 – Assistant Director, Development 10072 16185 11947 11972 Incumbent Below individuals Mui Condon Stefanie Givens Kenton Karrasch Donna Knotek JCC 86869 Title Range 3 – Associate Director, Development 16694 10698 17209 Incumbent New position Brian Saeman John Ostezan Vacant JCC 77906 Title Range 4 – Director, Development 11247 17217 16910 10694 11534 10708 11019 17433 10813 12027 10694 11814 11244 16798 10960 10686 Incumbent Below individuals Kristin Burgarello Stuart Golder Charlyn Hagemann Veronica haskins Mitchell Klaich Mildred Mitchell Wendy Nelson Crystal Parrish Ralph Phillips Christina Sarman Vacant Vacant Vacant Vacant Vacant Vacant