Item 8.G-July 11, 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 (if applicable): Position #(s): 12221 Current Title: Coordinator, SCA Operations and Services Current Range: 2 (JCC: ) Department: Sanford Center for Aging College/Division: Division of Health Sciences (VPHS) Account #(s): 1311-103-0022 Action Proposed: (check all that apply) Proposed Range: ( ) New position: Proposed Title: ( ) Title Change, Proposed Title: (X) Proposed Reassignment from Range 2 to Range 3 ( ) Revised PDQ only (no change in range or title) ( ) Line of Progression (show titles below) Range: JCC (Current or new HR assigned): 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 Peter Reed, Professor / Director, SCA __________________ Date ____________________________________________________________ __________________ Director/Chair/Dean Thomas Schwenk, VP, Health Sciences / Dean, UNSOM Date Approved for Salary Placement Committee review. ____________________________________________________________ __________________ Pres / Vice Pres / Vice Prov Signature Stacy Burton, Vice Provost, Faculty Affairs Date Action Approved by the Provost/President (Completed by Faculty HR): 67496 Range: Pos #(s): JCC: EEO: 3D Eff: Approved Title: Coordinator, SCA Operations and Services 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 - Coordinator, SCA Operations and Program Services 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 Coordinator, Operations and Services for the Sanford Center for Aging (SCA), is a leadership role that plans, organizes and coordinates the research, academic, clinical and community outreach services sponsored by the SCA. The position serves as the lead for the SCA Geriatric Clinic planning process, as primary fiscal officer for SCA, supervises daily administrative activities and contributes to the advancement of existing and development of new SCA programs and services. The critical role of the position is to provide leadership and direction to the planning and implementation of the SCA Geriatric Clinic currently in development. The position reports to the SCA Director. 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). 40% - Coordination of Activities for Development of Geriatric Clinic Serve with the SCA Director, Associate Director for Clinical Services and Associate Director for Social and Community Services on the SCA Clinic Leadership Team Direct clinic planning process, including coordination of Internal Operational Planning Committee (and sub-committees), Community Partner Committee, and Elder Advisory Group. Direct research, data collection, analysis and reporting on a variety of subjects (community needs, existing services available, fiscal viability, etc.) Direct clinic business planning and infrastructure development (medical billing, coding and processing with third-party payers) Through a variety of methods (e.g., cold call, referral, events, etc.) develop and foster relationships with local medical community (MDs, nurses, pharmacists, social workers, etc.) Develop and implement clinic marketing methods and materials to publicize services Plan, organize and coordinate special events and activities designed to advance development of clinic services Along with SCA Director, serve as a SCA representative for cultivating external relationships through meeting facilitation and community presentations Oversee and maintain operations and viability of fully-functioning clinic, when launched 25% - Fiscal Management Supervise development of annual budgets for self-supporting and endowment funding sources Lead planning and development of grant budgets, in support of Principle Investigators (PIs) Oversee account maintenance function; ensure compliance with rules and regulations Direct account close-out process to ensure that funds are expended appropriately, projects are completed in correct fiscal year and PBA and Controller’s deadlines are met. Plan, develop and implement data collection systems, providing necessary training to administrative staff Provide consultation to SCA Director, PIs and staff on budget development, rules, expenditures, etc., with follow up oversight to ensure compliance Directs preparation of narrative and statistical fiscal analysis, reports and summaries Serve as liaison to Office of Special Projects and funding agencies 20% - Coordination of Program Activities (RSVP, Med Therapy Management, Chronic Disease Self-Management Program) Maintain updated operational policies and procedure manuals for all SCA programs Position Description - Coordinator, SCA Operations and Program Services Page 3 Participate in SCAPE (Sanford Center’s internal program evaluation initiative) to monitor process and impact of programs, promote accountability, lead quality improvement efforts and report results Support PI in recruiting, organizing, training, assigning work to and monitoring volunteer workforce Support PI in planning, organizing and coordinating special events and activities for programs Build and foster relationships in the community to integrate and advance SCA services and programs Lead SCA awareness and visibility through social media, web presence, community partnerships and events 10% - Staff Supervision Provide full supervision of one full- time support employee (AAIII / Office Manager) and multiple student workers 5% - Human Resource Functions Direct and Supervise Office Manager in pay processes and transactions for all SCA staff Supervise Office Manager in interpreting and apply pay and personnel rules and regulations Act as first and primary contact for personnel questions, problems, disputes, triaging challenges to SCA Director as appropriate 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: The Coordinator is involved in direction and oversight of all aspects of the administration and operation of the SCA and Clinic reporting directly to and serving as the ‘right hand’ of the SCA Director. The individual is responsible for providing direction to the SCA AAIII/Office Manager and providing oversight of the day-to-day administration of the SCA, the fiscal and human resource operations of the unit, and is supports the SCA Director in leading the basic structure and makeup of the SCA in all operations and services. The Coordinator works independently under minimal supervision and with latitude for initiative and independent judgment. All decisions, judgments and recommendations made to the Director must be accurate and presented professionally to the University community, the business community and accrediting agencies. The individual works closely with the SCA Director on budget and personnel decisions and leads strategic planning, implementation and monitoringof SCA long-term goals and mission fulfillment. Impact: The SCA is dependent upon funding from outside of the University, including grants, contracts and clinic billing. It is critical that all funds be monitored for proper and efficient usage, and that relationships with funders and community partner agencies be well cultivated and sustained. Without this, the SCA could quickly find itself with commitments for salaries and/or expenses in excess of revenues available, and without the necessary support from community partners. The lack of monitoring of financial health of programs and services, financial/budget decisions by SCA Director, individual faculty, program staff or by the Coordinator of Operations and Services, could result in significant losses that could affect SCA’s fiscal viability. The fiscal and administrative decisions and judgments made by the position related to SCA and Clinic operations ensure the viability of SCA programs and services, the reputation of SCA, the DHS and University. Position Description - Coordinator, SCA Operations and Program Services Page 4 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: State and Federal employment laws and regulations Higher education and governmental budget development and accounting and financial management to include budget analysis and projections, practices and procedures, and financial statements, tracking revenue and expenditures, relationships between revenues, expenses, cost allocations, forecasting, and reporting and evaluation Business procedures and administrative policies Higher education policies and procedures on allowable use of funding resources and grants, contracts and sponsored projects Reporting to university, State, and/or Federal agencies Medical or clinical operations, including compliance, billing, coding, reporting Collaborative leadership and supervision Communication, awareness raising and marketing strategies Skills: 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) including governmental accounting as well as Web programming Excellent verbal and written communication Human resource management and supervisory skills Excellent organizational skills Preparation of financial and statistical data Analytical, decision-making, and problem-solving skills Program/project/event planning, development, implementation, and management Research issues/situations, develop and provide solutions, make appropriate decisions, and implement solutions; bring concerns to management Ability to: Manage, prioritize, and complete multiple projects/tasks in an efficient and timely manner while maintaining focus on organizational goals Interact effectively and work with a diverse population of different agencies and individuals Maintain confidentiality of sensitive information Meet the needs of internal and external customers Represent SCA in University and community settings Maintain professional business and work ethics and standards Perform duties in a manner that optimizes financial resources Supervise and assist staff with coordination of work efforts Direct administrative activities Apply established rules and procedures and make decisions that affect quality, accuracy, or effectiveness of results Position Description - Coordinator, SCA Operations and Program Services Page 5 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 Academic faculty and administrative staff Research faculty DHS Finance; university Controller’s office; Payroll Office of Sponsored Projects University Purchasing Human Resources DHS and University IT Integrated Marketing and DHS Communications staff University departments University administrative offices: Controller’s, Purchasing, Human Resources, Payroll, Budget, Provost’s Office, etc. University faculty, staff, students External Community Elders Community agencies Researchers Advisory Boards and Committees Reason for Contact To support faculty activities To promote research program planning and engagement of researchers from a range of disciplines To resolve budgeting and financial issues To facilitate grant processes, budgets, and approvals To manage property (capital assets) administration and manage purchases for the department To provide necessary HR documents To maintain efficiency of information systems; coordinate desktop and network support; to coordinate University systems and resolve network needs and issues To develop and oversee activities to increase visibility and prominence of the SCA and recruit program participants using tradition and social media channels To coordinate and support of interdepartmental programs and activities To resolve problems and conduct daily business related to fiscal and human resources management and general administration To plan activities, explain policies, address complaints, provide user services Reason for Contact To offer support and services to older adults in the community; community elders will be engaged as participants in all programs and services, as well as community advisors in SCA planning and decision making To directly collaborate with community social service agencies, county aging services and state aging services To engage researchers external to the University and develop multiple ongoing research collaborations To support the Director in relationships with advisory boards and committees 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. Bachelor’s Degree from a regionally accredited institution Position Description - Coordinator, SCA Operations and Program Services Page 6 b. Minimum type and amount of work experience, in addition to the above required education necessary for a person entering this position. Bachelor’s Degree and four years, or Master’s Degree and two years, of relevant work experience to include community outreach, clinic operations, staff supervision, accounting, budgeting, and/or business administration Preferred Licenses or Certifications: None c. Indicate any license or certificate required for this position. None