BASIC FUNCTION: The Senior Associate’s overall responsibility is to coordinate and facilitate the District Council’s goals and objectives. The Senior Associate serves as an informed resource for a variety of District Council committees, interfacing with these committees to ensure that all work is consistent with ULI’s policies and procedures and that ULI San Francisco’ goals and objectives are met. The Senior Associate works closely with the Executive Director and Director as well as with other members of the ULI San Francisco staff, currently including a Manager and another Senior Associate. The Senior Associate must be a hard-working, proactive, innovative person with good knowledge of ULI’s core issues and those policies and practices of highest interest to our members.

SPECIFIC RESPONSIBILITIES:

Committee responsibilities can change over time. Currently, it is expected that the Senior Associate will primarily support three committees – Policy & Practice, Local Product Councils, and Sponsorship – and share responsibility for Programs. Each is described below.

Policy & Practice Committee
• Support the Executive Director in current efforts to bring more clarity and organizational structure to the area of Policy & Practice.
• Manage and coordinate all correspondence to Policy & Practice committee members.
• Manage and coordinate all correspondence to members of subcommittees within Policy & Practice: Sustainable Development and Housing
• Ensure rosters and contact information for Policy & Practice committee and subcommittees are accurate and up to date.
• Manage all projects, programs and initiatives undertaken by the Policy & Practice committee and subcommittees.
• Manage and oversee all grant applications submitted on behalf of the Policy & Practice committee and subcommittees. This includes Urban Innovation Grant applications as well as external grant opportunities when such opportunities arise.
• Work with the Policy & Practice committee co-chairs to oversee scope of work and track progress of initiatives and projects.
• Work with co-chairs and subcommittee co-chairs to engage existing committee members, as well as recruit new committee members.
• Track expenses and monitor budgetary performance of committee.
• Work with co-chairs and subcommittee co-chairs to schedule committee meetings, create agendas, and update work plans.

Local Product Councils (LPCs)
• For ULI San Francisco’s two LPCs, one commercial and one residential, work with the respective co-chairs to plan two half-day LPC programs per year (Spring and Fall).
• Ensure that the programming is consistent with ULI brand and mission.
• Coordinate budget and all program logistics.
• Ensure rosters and contact information for the LPCs are accurate and up to date.
• Assist co-chairs in identifying prospective new LPC members and coordinate the process of inviting individuals to join.

Sponsorship Committee and Financial Management Function
• Work with Executive Director, Sponsorship Committee co-chairs, and District Council Chair in creating a strategy to achieve annual sponsorship goals.
• Work with Executive Director and Sponsorship Committee co-chairs to draft annual letters for current District Council sponsors and prospective District Council sponsors.
• Manage and coordinate all correspondence to District Council’s Sponsorship Committee members, including but not limited to committee meeting invitations, prospective sponsor assignments, and up to date fundraising progress as necessary.
• Keep all sponsorship information current and up to date to ensure accurate tracking of fundraising progress; this includes pledges and collections from renewing sponsors, as well as prospective sponsors.
• Work with the staff member responsible for the sf.uli.org website to keep all sponsorship information appearing online up to date and accurate.
• Manage and coordinate all communications with ULI San Francisco sponsors, and prospective sponsors, including but not limited to appreciation luncheon invitations, following up on payment, thank you notes from Executive Director, and distributing follow up letters and invoices when necessary.
• Assist in creating, producing, and managing distribution of all District Council printed collateral materials with references to District Council sponsorship, including but not limited to brochures, newsletters, reports, annual reports, program displays, applications, and ULI publications.
• Regarding the financial management of the District Council:
¬ Assist in preparing annual budget.
¬ Review monthly financial statements and identify any errors or other items requiring adjustment.
¬ Together with the Executive Director, review monthly performance with the Treasurer.
¬ Update ULI San Francisco dashboard monthly for use in summarizing key performance indicators to District Council leadership (Management Committee and Executive Board).

Programs Committee

This is the District Council’s largest committee and is responsible for planning a large number of programs annually. While the Director will have primary responsibility for this committee, she/he will require significant support from other District Council staff. Currently, it is expected the Senior Associate will provide such assistance. For example, the Senior Associate will likely be assigned to manage and execute selected programs throughout the year. They could fall into any of the following categories:

• Real Deals (project tours)
• Hot Topics (brown bag lunches)
• Icons (honoring a key industry figure)
• Capital Markets
• Signature Programs (generally large attendance programs such as Emerging Trends, Proposition M, and Development and Dilemmas Panel)


INTERNAL RELATIONSHIPS:
Work directly with ULI San Francisco leadership, Executive Director, Director, Manager, Senior Associate and Administrative Assistant; also with ULI headquarters staff based in Washington, DC.

EXTERNAL RELATIONSHIPS:
Work directly with members, vendors, consultants, partner organizations, and media outlets.


PROFESSIONAL REQUIREMENTS:

• 3-5 years related experience.
• BA/BS degree.
• Professional oral and written communication skills.
• Highly developed interpersonal skills to work with senior executives in the private and public sector.
• Strong initiative – ability to initiate tasks and assume responsibility for them, and to work with minimal supervision in a high-production setting.
• Strong time management skills.
• Strong organizational skills.
• Ability to prioritize tasks, handle multiple tasks concurrently and completely, and complete tasks on time with responsible follow-through.
• Experience in event planning.
• Computer skills in Microsoft Office (Word, Excel, PowerPoint and Outlook); knowledge of Photoshop or graphic design skills, a plus.
• Experience working with and managing volunteers.