Grants Officer
Apply NowCompany: The David and Lucile Packard Foundation
Location: Los Altos, CA 94024
Description:
ABOUT THE DAVID AND LUCILE PACKARDFOUNDATION
TheDavid & Lucile Packard Foundation was founded in 1964 by David and LucilePackard. We work withpeople and communities to create enduring solutions for just societies and ahealthy, resilient natural world. We have worked with thousands oforganizations and leaders in the U.S. and worldwide to advance progress in thecritical areas of science, ocean and land conservation, climate change, women'sreproductive health and rights, and the well-being of children, families, andcommunities.
OUR VISION: A just and equitable worldwhere both people and nature flourish.
Our new vision embraces afuture where both people and nature flourish in a more just and equitableworld. We explicitly acknowledge that the fate of people and the naturalenvironment are inextricably linked. Solutions to the complex challenges weface must account for this interconnectedness.
OUR MISSION: We work with people andcommunities to create enduring solutions for just societies and a healthy,resilient natural world.
Our new mission takes on thecritical work of addressing root causes of the challenges we face andmobilizing people for collective action. In addition to building on approachesthat have guided our philanthropy for decades - working in partnership, committingto issues over the long-term, and grounding our work in science, knowledge, anddata - we focus on understanding the systems that either accelerate or impedeprogress. It is only through just and equitable systems that we can find andsustain solutions to some of the biggest challenges we face today.
OUR VALUES: Equity, Integrity, Beliefin Individual Leadership, Thinking Big, Respect, and Effectiveness.
In addition to clarifying ourlong-held values, we added equity. We will champion equity by treating peoplewith dignity, honoring a range of ideas and perspectives from those closest tothe issues, creating inclusive processes, and funding people who have beenhistorically excluded to spur progress for all. For more information,including our definitions of key concepts, please visit our website.
POSITION SUMMARY
The GrantsOfficer (GO) is an expert in grantmaking operations, process, and due diligenceand is responsible for contributing to and implementing best-in-classgrantmaking tools, strategies, and approaches for end-to-end grantmaking.Reporting to the Grants Management Director, this role will manage all grantspractices and processes, consistently delivering exceptional staff and granteepartner grantmaking experience.
The GrantsOfficer will manage Foundation-wide grants management processes, theFoundation's grantmaking resources (e.g., documents, tools, systems), and theadministration of assigned initiative grantmaking budgets. The Grants Officermaintains a strategic view of the grants management operations and approacheswhile also being able to track the necessary details of execution withefficiency. Additionally, the Grants Officer will partnerwith Initiative Directors to support Program Associates' grantmaking via adotted line relationship, ensuring adherence to grantmaking practices,policies, and timelines. GOs will provide guidance, training,enablement, and oversight on grantmaking processes and quality of work tograntmaking staff; they are responsible forensuring that grantmaking staff are informed, supported, and completing grantsin line with our policies and practices.
In addition, the GO drives and executescross-cutting projects, collaborates with Foundation staff to share grants andcompliance knowledge, advocates for technology and process innovations, andsupports consistency and continuous improvement across the Foundation'sgrantmaking.
PRIMARY DUTIES ANDRESPONSIBILITIES
Compliance and Due Diligence Conduct pre-award due diligence on grant materials; ensure completeness and adherence to applicable law, Foundation policies and processes for U.S. and international grants; identify potential technical compliance issues, and propose recommendations
Provide expertise and assistance to grantmaking staff to ensure understanding and compliance with applicable U.S. and international, state, and local laws and internal policies
Work with initiative staff, Legal, and grantees as needed to resolve questions and issues
Review post-award data to ensure compliance with Foundation and IRS rules and regulations for inclusion in the expenditure responsibility schedules within the Foundation's 990 PF tax return as needed
Grant Portfolio and Budget Administration
Lead the tracking and administration of assigned grant budgets and work with Initiative Directors and goal VPs on grant budgeting scenarios and reviews
Lead quarterly grant and grant data review with initiative teams
Partner with Legal to uphold and operationalize legal policies and laws while seeking opportunities to improve and refine the compliance process and related legal issues
Work with Finance on strategic forecasting and grants budget administration (forecast vs. actuals, carryovers, funding sources, and budget trackers)
Coordinate with goal VPs/Initiative Directors on changes to grants processes that affect initiative staff
Serve as a subject matter expert to IT and the Business Solutions Officer on GMS bugs/enhancements and prioritization
Partner with Foundation's Evaluation & Learning Officers on learning projects related to grantmaking practices, as needed
Leadership and Change Management
Develop and manage the implementation of organization-wide grants management shared practices
Ensure grant operations are consistent with the Foundation's policies and further its values, vision, mission, and direction
Identify and lead efforts to improve our grantmaking practices, including new practices, workflow, and grants management processes
Solicit feedback and create mechanisms for their initiative/goal teams to share ideas for improving grants processes, resources and systems and incorporate input into continuous improvement efforts
Lead the design and implement the execution of org-wide grantmaking projects (e.g., True Cost, Approval Thresholds, Grant Summary, Funding Hierarchy, Proposal and Reporting Questions, etc.)
Partnerships & Team Enablement
Build and maintain external relationships to be aware of and share industry best practices
Guide, support, and provide ongoing feedback to Program Associates on the Environment & Science team to ensure file accuracy and adherence to grantmaking policies, procedures, processes, and timelines.
Actively participate in hiring and onboarding processes for new Program Associates
Provide regular, actionable feedback to Program Associates, Initiative Directors, and Grants Management Director on the state of the dotted line relationship
Participate in Program Associates' performance management activities, including quarterly check-ins and annual reviews
Partner with Initiative Directors on work planning and to help determine workload allocations for program associates
QUALIFICATIONS
Education
A Bachelor's degree or equivalent experience and training is required for this role.
Experience
A minimum of 6-8 years of professional grants management experience is required for this role, specifically in areas related to grantmaking operations with experience in legal and compliance issues pertaining to a U.S.-based private foundation.
A minimum of 2-4 years of experience leading grants management projects and associated communications planning and change management is also required for this role.
Knowledge, Skills, and Abilities
A commitment to, and interest in, the Foundation's vision, mission, and values
Ability to deeply understand the nuances and complexities of grantmaking across a breadth of funding vehicles to a diverse array of grantees and partners
Knowledge of the legal and compliance issues pertaining to a U.S.-based private foundation with domestic and international grantmaking is required
Skilled in facilitating meetings, working sessions, and cross-functional conversations to build shared understanding, support decision-making, and ensure alignment
Excellent verbal and written communication skills; ability to center transparency and consistency across team communications
Ability to navigate conflict, while simultaneously employing diplomacy and driving towards a solution
Experience building and shaping operations, teams, and practices in partnership with colleagues
Comfort with ambiguity and change is essential
Proven ability to foster openness and collaboration, seeking input across teams and contexts to drive a vision of grants management
Self-driven motivation is important, as is the comfort and confidence to express one's expertise and manage through influence and persuasion
Ability to maintain a strategic view of grants management operations and approaches, while also being able to track the necessary details of execution with efficiency
Commitment to fostering, cultivating, and preserving a culture of diversity, equity, and inclusivity
Devoted to growing own cultural competence and willing to participate actively in the Foundation's efforts to integrate DEIB in all facets of our work
COMPENSATION AND BENEFITS
Theposition is full-time. The salary range for this position is $133,000 - $165,000 annually. This salary range is an estimate, and the actual salary may varybased on various factors, including without limitation individual education,experience, tenure, certification, skills, and abilities, as well as internalequity and alignment with market data.
The Davidand Lucile Packard Foundation offers excellent benefits for eligible employees.Current benefits include medical (HMO and HDHPs), dental and vision coverage;15% employer contribution to employee retirement plan; life insurance,disability insurance, vacation, and sick leave; an adoption benefit; fertilitybenefit; a financial wellness program; health advocacy services, paid time offto volunteer for nonprofit organizations; matching grants for employeecontributions to tax exempt organizations; commute assistance; and tuitionassistance.
HYBRID WORK POLICY
The Packard Foundation's current Hybrid Work Policy is that staff are expectedto be in the office on Tuesdays and Wednesdays each week.
EQUALEMPLOYMENT OPPORTUNITY
TheFoundation is an equal employment opportunity employer, which means we recruit,hire, assign, train, promote, compensate, provide benefits, discipline, anddischarge (and all the other terms and conditions of employment) based onmerit, qualifications, job requirements, and other legitimate businessfactors.
TheDavid & Lucile Packard Foundation was founded in 1964 by David and LucilePackard. We work withpeople and communities to create enduring solutions for just societies and ahealthy, resilient natural world. We have worked with thousands oforganizations and leaders in the U.S. and worldwide to advance progress in thecritical areas of science, ocean and land conservation, climate change, women'sreproductive health and rights, and the well-being of children, families, andcommunities.
OUR VISION: A just and equitable worldwhere both people and nature flourish.
Our new vision embraces afuture where both people and nature flourish in a more just and equitableworld. We explicitly acknowledge that the fate of people and the naturalenvironment are inextricably linked. Solutions to the complex challenges weface must account for this interconnectedness.
OUR MISSION: We work with people andcommunities to create enduring solutions for just societies and a healthy,resilient natural world.
Our new mission takes on thecritical work of addressing root causes of the challenges we face andmobilizing people for collective action. In addition to building on approachesthat have guided our philanthropy for decades - working in partnership, committingto issues over the long-term, and grounding our work in science, knowledge, anddata - we focus on understanding the systems that either accelerate or impedeprogress. It is only through just and equitable systems that we can find andsustain solutions to some of the biggest challenges we face today.
OUR VALUES: Equity, Integrity, Beliefin Individual Leadership, Thinking Big, Respect, and Effectiveness.
In addition to clarifying ourlong-held values, we added equity. We will champion equity by treating peoplewith dignity, honoring a range of ideas and perspectives from those closest tothe issues, creating inclusive processes, and funding people who have beenhistorically excluded to spur progress for all. For more information,including our definitions of key concepts, please visit our website.
POSITION SUMMARY
The GrantsOfficer (GO) is an expert in grantmaking operations, process, and due diligenceand is responsible for contributing to and implementing best-in-classgrantmaking tools, strategies, and approaches for end-to-end grantmaking.Reporting to the Grants Management Director, this role will manage all grantspractices and processes, consistently delivering exceptional staff and granteepartner grantmaking experience.
The GrantsOfficer will manage Foundation-wide grants management processes, theFoundation's grantmaking resources (e.g., documents, tools, systems), and theadministration of assigned initiative grantmaking budgets. The Grants Officermaintains a strategic view of the grants management operations and approacheswhile also being able to track the necessary details of execution withefficiency. Additionally, the Grants Officer will partnerwith Initiative Directors to support Program Associates' grantmaking via adotted line relationship, ensuring adherence to grantmaking practices,policies, and timelines. GOs will provide guidance, training,enablement, and oversight on grantmaking processes and quality of work tograntmaking staff; they are responsible forensuring that grantmaking staff are informed, supported, and completing grantsin line with our policies and practices.
In addition, the GO drives and executescross-cutting projects, collaborates with Foundation staff to share grants andcompliance knowledge, advocates for technology and process innovations, andsupports consistency and continuous improvement across the Foundation'sgrantmaking.
PRIMARY DUTIES ANDRESPONSIBILITIES
Compliance and Due Diligence Conduct pre-award due diligence on grant materials; ensure completeness and adherence to applicable law, Foundation policies and processes for U.S. and international grants; identify potential technical compliance issues, and propose recommendations
Provide expertise and assistance to grantmaking staff to ensure understanding and compliance with applicable U.S. and international, state, and local laws and internal policies
Work with initiative staff, Legal, and grantees as needed to resolve questions and issues
Review post-award data to ensure compliance with Foundation and IRS rules and regulations for inclusion in the expenditure responsibility schedules within the Foundation's 990 PF tax return as needed
Grant Portfolio and Budget Administration
Lead the tracking and administration of assigned grant budgets and work with Initiative Directors and goal VPs on grant budgeting scenarios and reviews
Lead quarterly grant and grant data review with initiative teams
Partner with Legal to uphold and operationalize legal policies and laws while seeking opportunities to improve and refine the compliance process and related legal issues
Work with Finance on strategic forecasting and grants budget administration (forecast vs. actuals, carryovers, funding sources, and budget trackers)
Coordinate with goal VPs/Initiative Directors on changes to grants processes that affect initiative staff
Serve as a subject matter expert to IT and the Business Solutions Officer on GMS bugs/enhancements and prioritization
Partner with Foundation's Evaluation & Learning Officers on learning projects related to grantmaking practices, as needed
Leadership and Change Management
Develop and manage the implementation of organization-wide grants management shared practices
Ensure grant operations are consistent with the Foundation's policies and further its values, vision, mission, and direction
Identify and lead efforts to improve our grantmaking practices, including new practices, workflow, and grants management processes
Solicit feedback and create mechanisms for their initiative/goal teams to share ideas for improving grants processes, resources and systems and incorporate input into continuous improvement efforts
Lead the design and implement the execution of org-wide grantmaking projects (e.g., True Cost, Approval Thresholds, Grant Summary, Funding Hierarchy, Proposal and Reporting Questions, etc.)
Partnerships & Team Enablement
Build and maintain external relationships to be aware of and share industry best practices
Guide, support, and provide ongoing feedback to Program Associates on the Environment & Science team to ensure file accuracy and adherence to grantmaking policies, procedures, processes, and timelines.
Actively participate in hiring and onboarding processes for new Program Associates
Provide regular, actionable feedback to Program Associates, Initiative Directors, and Grants Management Director on the state of the dotted line relationship
Participate in Program Associates' performance management activities, including quarterly check-ins and annual reviews
Partner with Initiative Directors on work planning and to help determine workload allocations for program associates
QUALIFICATIONS
Education
A Bachelor's degree or equivalent experience and training is required for this role.
Experience
A minimum of 6-8 years of professional grants management experience is required for this role, specifically in areas related to grantmaking operations with experience in legal and compliance issues pertaining to a U.S.-based private foundation.
A minimum of 2-4 years of experience leading grants management projects and associated communications planning and change management is also required for this role.
Knowledge, Skills, and Abilities
A commitment to, and interest in, the Foundation's vision, mission, and values
Ability to deeply understand the nuances and complexities of grantmaking across a breadth of funding vehicles to a diverse array of grantees and partners
Knowledge of the legal and compliance issues pertaining to a U.S.-based private foundation with domestic and international grantmaking is required
Skilled in facilitating meetings, working sessions, and cross-functional conversations to build shared understanding, support decision-making, and ensure alignment
Excellent verbal and written communication skills; ability to center transparency and consistency across team communications
Ability to navigate conflict, while simultaneously employing diplomacy and driving towards a solution
Experience building and shaping operations, teams, and practices in partnership with colleagues
Comfort with ambiguity and change is essential
Proven ability to foster openness and collaboration, seeking input across teams and contexts to drive a vision of grants management
Self-driven motivation is important, as is the comfort and confidence to express one's expertise and manage through influence and persuasion
Ability to maintain a strategic view of grants management operations and approaches, while also being able to track the necessary details of execution with efficiency
Commitment to fostering, cultivating, and preserving a culture of diversity, equity, and inclusivity
Devoted to growing own cultural competence and willing to participate actively in the Foundation's efforts to integrate DEIB in all facets of our work
COMPENSATION AND BENEFITS
Theposition is full-time. The salary range for this position is $133,000 - $165,000 annually. This salary range is an estimate, and the actual salary may varybased on various factors, including without limitation individual education,experience, tenure, certification, skills, and abilities, as well as internalequity and alignment with market data.
The Davidand Lucile Packard Foundation offers excellent benefits for eligible employees.Current benefits include medical (HMO and HDHPs), dental and vision coverage;15% employer contribution to employee retirement plan; life insurance,disability insurance, vacation, and sick leave; an adoption benefit; fertilitybenefit; a financial wellness program; health advocacy services, paid time offto volunteer for nonprofit organizations; matching grants for employeecontributions to tax exempt organizations; commute assistance; and tuitionassistance.
HYBRID WORK POLICY
The Packard Foundation's current Hybrid Work Policy is that staff are expectedto be in the office on Tuesdays and Wednesdays each week.
EQUALEMPLOYMENT OPPORTUNITY
TheFoundation is an equal employment opportunity employer, which means we recruit,hire, assign, train, promote, compensate, provide benefits, discipline, anddischarge (and all the other terms and conditions of employment) based onmerit, qualifications, job requirements, and other legitimate businessfactors.