Item 9.N-Apr. 24, 2009 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/vpaf/hr/compensation/placement.html for complete instructions. Incumbent(s) Name (if applicable): Geraldine Ferguson Position #(s): 16542 Current Title: Manager, Fiscal & Administrative NTF Current Range: 2 (JCC:76962;3D;CM3531;CC012;E) Department: Physics Department (Nevada Terrawatt College/Division: College of Science Facility) Account #(s): 1101-114-2601 Action Proposed: (check all that apply) ( ) New position: Proposed Range: Proposed Title: ( ) Title Change, Proposed Title: ( ) Proposed Reassignment from Range to Range (X ) Revised PDQ only (no change in range or title) JCC (Current ( ) Line of Progression (show titles below) or new HR Range: 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 Joseph Kindel, Director, NTF __________________ Date ____________________________________________________________ Roberto Mancini, Chair, Physics / Jeffrey Thompson, Dean, Science Director/Chair/Dean __________________ Date Approved for Salary Placement Committee review. ____________________________________________________________ __________________ Pres / Vice Pres / Vice Prov Signature Jannet Vreeland Date Vice Provost and Secretary of Institution Action Approved by the President (Completed by Faculty HR): Position #: EEO Code: CUPA Code: Job Class Code: Exempt: Yes or No Census Code: Range: Effective Date: Approved Title: ____________________________________________________________ __________________ Employee Signature Date (Employee signs and sends to HR for personnel file after PDQ has been “final” stamped for approval) Rev: 12/1/2008 Position Description – Manager, Fiscal & Administrative, NTF 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 Manager, Fiscal & Administrative, Nevada Terrawatt Facility (NTF) reports directly to the Director of the NTF and serves as the fiscal officer of the NTF and ensures its fiscal integrity by managing the financial and administrative functions of the NTF. The Manager is a key resource for NTF faculty, staff, and student employees and independently performs a wide variety of functions associated with the fiscal and human resources administration of the NTF and allows the Director to focus his/her effort on other areas. 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). 80% - Fiscal Administration: Budgeting and Accounting Develop and monitor NTF annual budget in line with the program set forth by the NTF Director and in accordance with grant and University guidelines and policies o Develop, monitor and approve initial budgets and revisions on NTF accounts o Analyze, revise and coordinate submission of financial requests received from the Director, NTF faculty, and department office o Ensure that indirect cost revenues are planned and based on approved budgets Provide financial reports/information in relation to the ongoing strategic planning process and internal project management o Maintain financial records and accounts for review by the Director to ensure operations are within budgeted range o Provide current expenditure data and advise project managers on financial status of projects Prepare various fiscal reports when requested by the Director, Department Chair, or College Dean Compile project and budget reports for use by the Director to support proposals to sponsors o Schedule and facilitate financial review of reports and proposals to sponsors o Communicate directly with federal grant officials when requested by the Director in matters pertaining to financial and budget reports Assist research faculty with preparation and management of research budgets and financial management of contracts Monitor adherence to the management direction given by the director of the Nevada Terawatt Facility Manage, monitor, and approve all NTF financial and budget information according to University procedures and policies o Approve for the Director all Purchase Requisitions, Internal Purchase Orders, Requests for Payments, and Invoices submitted for payment based on quotes and/or information provided by the staff, including proper account coding o Ensure timely reconciliation of CAIS expenditures per category, per account utilizing a self-initiated computerized “shadow” accounting system for real-time expenditure tracking 15% - Supervisory and Human Resources Administration Oversee and administer all human resources functions at the NTF and provide guidance to NTF faculty and staff concerning personnel matters of the department and college Position Description – Manager, Fiscal & Administrative, NTF Page 3 Directly supervise NTF Classified staff o Manage / review the accounting and personnel duties of the administrative assistants and other college staff o Use training, motivation, work assignments and review as part of the supervision of employees o Evaluate classified staff performance Oversee the preparation and ensure the accuracy of NTF faculty, staff and student employment contracts and applicable human resource forms for signature approvals o Personnel Action Forms, Personnel Activity Reports, PR45’s, PR-29’s o Prepare and provide input on NPD-19 documents for new positions and reclassification of existing positions Coordinate management of all personnel records within the Physics Department Office Maintain personnel database on NTF staff, as appropriate, for the Director and for the Physics Department 5% - Customer Service and Office Administration Plan, implement, and oversee events such as workshops, reviews, seminars, special events and other functions for the purpose of representing NTF programs or the Office of the Director for educational, public or government relations purposes to include coordination of arrangements for public relations, catering and amenities Organize and coordinate recruitment activities for faculty and classified staff positions for the NTF o Ensure appropriate distribution of recruitment announcements o Compile and organize information provided by applicant in accordance with personnel rules, regulations, policies and procedures o Provide administrative support to search committees as assigned Oversee training, supervise, and evaluate students and classified staff members o Assign, prioritize, and review work to ensure completed work product meets required timeline and quality Provide overall administrative function management in support of the NTF Oversee travel arrangements and procedures for NTF employees and guest speakers presenting at NTF to ensure that University policies are followed; reconcile travel expense reimbursements 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. An important area of this job is making recommendations to the NTF Director concerning all nontechnical decisions which strongly affect all aspects of the NTF including NTF’s research direction. With a multimillion dollar budget from U.S. Department of Energy (DOE), the NTF represents one of the largest DOE investments in a university research project. The quality of work performed, as well as adequate and efficient coordination with the Physics Department, has a direct impact on the office of the Director, thus enabling high quality research to be done and ensuring a successful future for the NTF. It gives the NTF and the Physics Department the opportunity to succeed in developing a stable, long-term funding base from the DOE and from other agency sponsorships. Inadequate performance may result in loss of future funding and may negatively affect the reputation of the NTF and university. Position Description – Manager, Fiscal & Administrative, NTF 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: Generally accepted accounting principles and practices State and federal laws and regulations concerning human resources management and administration Higher education, University of Nevada, Reno administrative rules and ethical practices Successful management experience, including supervision, delegation and follow-up Skills: Proficiency in use of a personal computer and current software applications including but not limited to Microsoft Office Suite Human resources supervision/management Excellent oral and written communication Effective analytical, decision-making, and problem-solving skills Ability to: Maintain confidentiality of sensitive information Coordinate and organize administrative office operations Problem solve on diverse financial and administrative issues Work and interact with a diverse population Establish and maintain cooperative working relationships with supervisor, staff, and other campus personnel Assist staff with coordination of work efforts Maintain professional business and work ethics and standards Work independently and as a collaborative team member Research issues, provide solutions, and make appropriate decisions and bring concerns to management 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 Department and College of Science staff; Sponsored Projects/Grants and contracts; Controller; BCN Purchasing; BCN-HR and Faculty Human Resources; Graduate and Undergraduate Student Services Reason for Contact To ensure processes are completed in compliance with Nevada System of Higher Education (NSHE) and UNR regulations in a timely, accurate manner; to provide administrative services; to understand problems and actively contribute input and expertise to the management goals and solutions for the NTF External DOE and other Federal agencies Outside university and private research facilities in U.S. and abroad Reason for Contact Review budgets and fiscal issues with sponsor representative. Coordinate and review budgets for collaborative work. Position Description – Manager, Fiscal & Administrative, NTF Page 5 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 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 two years or a Master’s Degree and one year of professional experience to include at least one year of fiscal management and administration Preferred Licenses or Certifications: None c. Indicate any license or certificate required for this position. None