Item 2.B-February 10, 2012 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): Position #(s): Current Title: Current Range: Department: Nevada Small Business Development College/Division: College of Business Center (NSBDC) Account #(s): 1320-116-05JB Action Proposed: (check all that apply) 1 ( X) New position: Proposed Range: Proposed Title: Specialist, NSBDC Client (Southern Nevada) ( ) Title Change, Proposed Title: ( ) Proposed Reassignment from Range to Range (if applicable) ( ) 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. ____________________________________________________________ __________________ Marcel Schaerer, Dir of Southern Nevada Operations, NSBDC / Sam Males, Director, SBDC Immediate Supervisor’s Signature Date ____________________________________________________________ Director/Chair/Dean Gregory Mosier, Dean, Business Administration __________________ Date Approved for Salary Placement Committee review. ____________________________________________________________ __________________ Pres / Vice Pres / Vice Prov Signature Jannet Vreeland, Vice Provost & Secty of Inst Date Action Approved by the President (Completed by Faculty HR): Position #: EEO Code: 3B CUPA Code: CM3501 Exempt: Yes or No Census Code: 023 Job Class Code: 67182 Range: 1 Effective Date: 2/1/2012 Approved Title: SPECIALIST, NSBDC CLIENT (SOUTHERN NEVADA) ____________________________________________________________ __________________ Employee Signature Date (Employee signs and sends to HR for personnel file after PDQ has been “final” stamped for approval) Rev: 1/19/2012 Position Description – NSBDC Client Specialist (Southern Nevada) 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 NSBDC Client Specialist (Southern Nevada) supports the management and operations of the Nevada Small Business Development Center (NSBDC) program through its delivery system in Southern Nevada. Specifically, the position provides NSBDC client coordination, manages client intake processes, provides basic counseling services, implements client follow-up, and coordinates all business assistance services provided through the NSBDC network in Southern Nevada and other NSBDC partners (for example, Nevada Micro Enterprise Initiative, Nevada Procurement Outreach Program, SCORE, Urban Chamber of Commerce, and College of Southern Nevada). The Specialist reports to the Director of Southern Nevada Operations under the NSBDC, University of Nevada, Reno and the position is housed in the City of Las Vegas business incubator, managed by the Urban Chamber of Commerce. 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). 45% - Manage Client Intake Process Create, manage and improve intake processes Oversee students and staff in initial intake process for small business/entrepreneur counseling and training clients for NSBDC and partner agencies Assess and understand needs of NSBDC and partner counseling and training clients and match with correct resources Manage client referral process to NSBDC statewide offices and specialty programs and partner organizations Coordinate Individual Development Plans (IDPs) for incubator tenants 35% - Client Counseling and Training Services Develop tools and resources to support inquiries from entrepreneurs and business owners. l Coordinate research within the office to disseminate information to counseling and training clients Work with area counselors and training staff statewide to ensure extended, direct, timely, and relevant follow-up with clients Provide overview of services and information to current or potential clients who contact the office/incubator Coordinate business training, with the State Training Director and other resource partners Assist with marketing events and services 10% - Client Scheduling Assess inquiries for program services, assist client with solutions or answers to questions, and/or refer to NSBDC counselors Schedule initial and follow-up client meetings with counseling and training counselors Coordinate location and area resources 10% - Internal Services Coordination and Staff Training Develop, improve, and conduct custom training and orientation on program practices and procedures for student internships Coordinate, develop, and maintain various internal communications through listservs for location partners and area staff Position Description – NSBDC Client Specialist (Southern Nevada) Page 3 Disseminate location policies and procedures Ensure coverage of office during absence of staff 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 Specialist works within a well-established framework with varying deadlines and plays an active role in day-to-day procedures with frequent coordination and reprioritization of activities. The individual coordinates internships and statewide staff training, conducts basic client counseling and develops procedures. The individual handles multiple tasks and is expected to consult with the Director of Southern Nevada Operations if difficulties are encountered. Impact: Inadequate performance would result in delays and inefficiency in the administration of Southern Nevada NSBDC operations and its projects as well as client dissatisfaction with NSBDC services. Miscommunication of information to clients would negatively reflect on the reputation of NSBDC and the university. 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: Business start-up requirements and procedures Business resources Resources and practices essential to small business development Work flow and business processes Skills: Assessment of client needs 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) Current computer technology to post and update NSBDC and SCORE websites (training calendar, NxLeveL class web pages, etc.) Professional business writing Time management Effective oral and written communication Interpersonal and human relations Leadership and team skills Strong organizational skills Social media skills Spanish bi-lingual preferred Ability to: Establish rapport with NSBDC professional staff and students, businesses and entrepreneurs, and partners Manage, prioritize, and complete multiple projects/tasks in a complex office environment in an efficient and timely manner while maintaining focus on organizational goals Position Description – NSBDC Client Specialist (Southern Nevada) Page 4 Maintain confidentiality of sensitive information Develop and sustain positive relationships within the community, including individuals, groups, and organizations Adapt to a constantly changing work environment Secure resources that will better assist the NSBDC clients Develop and maintain strong business relations Plan and coordinate business training events Maintain professional business and work ethics and standards Work outside normal office hours when required 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 NSBDC statewide staff Reason for Contact To support office processes, field questions from clients, and support program and service delivery External NSBDC Funding partners: U.S. Small Business Administration SCORE (business counselors organization) NCED (Nevada Commission on Economic Development) Statewide EDAs (Economic Development Authority) Grant and funding partners and project managers External Business Community: Chambers of Commerce Various business organizations Small business owners and entrepreneurs Reason for Contact To communicate about programs, provide customer service, and ensure proper reporting Urban Chamber location partners To coordinate resources and partner activities To provide resources, answer inquiries, ask for assistance, network with resource partners 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 – NSBDC Client Specialist (Southern Nevada) Page 5 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 of business or administrative experience Preferred Licenses or Certifications: None c. Indicate any license or certificate required for this position. None