EMPLOYMENT

OPPORTUNITY
Grants Team Leadership Position (title to be determined)

The Energy Foundation is a grantmaking foundation whose mission is to build a prosperous and
healthy future powered by clean, reliable, and secure sources of energy. The foundation offers a
dynamic, positive work environment with 45 staff in San Francisco, 2-person teams in Raleigh, NC
and Chicago, IL, and 34 staff in our Beijing, China office. This position is based at the Foundations
headquarters in San Francisco and focuses on U.S. policy.
Energy Foundations efforts to ensure a clean energy future in the United States emphasize
development of policies that create big markets for energy efficiency, renewable energy and clean
distributed resources. Policies advanced by the Energy Foundations grantees have contributed to
a quadrupling of wind capacity, a 16-fold increase in solar capacity, since 2008 and robust
deployment of energy efficient products.

The grants leadership position supports the Foundations mission and strategic program goals by
managing grantmaking and contracting operations, systems, and data. This position is responsible
for the policies and procedures to ensure the efficient processing of grants and contracts, ensuring
timeliness, quality, and compliance. In collaboration with members of the Operations and Program
teams, this position facilitates the design, development and implementation of all grant tracking
technologies and data management systems; integrating this work with Finance, Knowledge
Systems, Program, Partner Relations, and Communications staff.

The grants leadership position identifies best practices from across the sector and takes the lead in
1) implementing improvements in order to optimize the electronic workflows for all grant and
contract processes, 2) developing systems to ensure compliance with tax and legal requirements,
particularly pertaining to (c)(3) and (c)(4) activities as well as state disclosure requirement; and 3)
optimizing databases and systems for reporting and analysis.

As a member of the Finance and Grants team, the Grants leadership position works in close
partnership internally with the Director of Knowledge Systems, and externally with legal counsel.
This position oversees two Grants Coordinators to ensure the effective coordination of grants and
contracts made by the Energy Foundation, Energy Foundation China , and EFs c4 affiliate
organization, the Green Tech Action Fund.

A partnership of philanthropic investors promoting clean energy technology

301 Battery St., 5th Floor, San Francisco, CA 94111 P 415.561.6700 F 415.561.6709 E energyfund@ef.org www.ef.org


ESSENTIAL DUTIES & RESPONSIBILITIES

Grants Management
Act as primary point of contact for grants management and compliance, engaging with the
program and operations staff as needed throughout the grant life cycle. Duties include:

Ensure that proposals, grant agreements, and consulting contracts move expeditiously
through the review process, focusing on timeliness, quality, and consistency of grants
processing.
Oversee routine due diligence and the production of Grant Agreement letters; work with
Grant Coordinators and Program staff to address and resolve open issues.
Review new grant materials as well as grants and contracts involving special circumstances
(e.g. state lobbying disclosures). Make recommendations for the structure and
documentation for grants and contracts. In collaboration with Program staff, work with
external legal counsel and grantees as needed.
Manage compliance issues as escalated by Program Staff. Refer special cases or defined
areas of risk to external legal counsel. Manage and prioritize legal review items, working
with counsel for resolution.
Document procedures for handling grantmaking compliance issues and work with
Operations and Program teams to improve procedures as needed.
Manage routine and custom reporting for internal and external audiences; data analysis
and special requests.
Serves as signatory for checks and wire transfers.

Staff training and ongoing support
Provide on-going, specialized training on best practices in grant making and contracting, with
particular focus on regulatory requirements, due diligence and compliance procedures. Duties
include:

Identify gaps in staff knowledge, develop a roadmap for individual and group training,
including the development of a centralized catalog of grant making procedures and
checklists.
In collaboration with the Director of Human Resources and Director of Knowledge Systems,
refine on-boarding systems and grants management documentation.
With the management team, help create a culture of learning and knowledge management.

A partnership of philanthropic investors promoting clean energy technology

301 Battery St., 5th Floor, San Francisco, CA 94111 P 415.561.6700 F 415.561.6709 E energyfund@ef.org www.ef.org


Fluxx Grants Management

Work collaboratively with the Director of Knowledge Systems to optimize use of EFs grantmaking
grants management system, Fluxx, and other related technologies. Duties include:
Develop deep understanding of program staff use of grantmaking technologies, variations
by programs in uses of these technologies, and opportunities for improvement and training.
Identify and articulate areas for improved user experience, automation, integration, and
process improvement.
Provide user support, training, and trouble shooting
Propose and support the introduction of new features, including testing and
documentation
Participate in the development and improved systems for grants and contracts
management, including: 1) tools for grant compliance; 2) electronic work flows and digital
signatures; 3) data tagging and live reporting; 4) program spending (budget to actual) and
board authority tracking; 5) external access for grantees, board, donors, and contractors.

Systems documentation

Identify, assess, and recommend opportunities to further best practices, streamline workflows,
and develop new approaches. Duties include:
Develop and implement processes, permissions, and controls as needed
Develop or modify systems to improve organizational performance
Develop, update, and disseminate systems documentation

Staff Development and Management

Reports to the Director of Finance, and is a member of the U.S. Operations Team
Has full management responsibility for two staff, including hiring, training, work supervision,
and performance management.

QUALIFICATIONS
Education and Experience

Bachelors Degree or equivalent experience in related field.

Five or more years of grants and contracts management experience with a deep
understanding of grants and consulting processes and related financial and compliance
issues, with a preference for foundation-related grantmaking experience.

A partnership of philanthropic investors promoting clean energy technology

301 Battery St., 5th Floor, San Francisco, CA 94111 P 415.561.6700 F 415.561.6709 E energyfund@ef.org www.ef.org

Demonstrated ability to develop and implement complex projects, preferably within a
philanthropic institution. Project management experience and a proven track record of
designing, planning, and implementing process improvement initiatives
At least 3 to 5 years of staff management experience, including proven track record in staff
development.
High-level understanding of 501(c)(3) and 501(c)(4) non-profit organizations and how
public charities function in a regulated field.
Strong systems orientation, with a track record of improving and enhancing policies and
procedures.

Competencies
Planning and organizing prioritizes work activities, uses time efficiently, develops realistic
action plans with a strong attention to detail
Initiative seeks opportunities to make a contribution, takes action to achieve goals, and
initiates actions when needed
Oral and written communication ability to present information clearly and succinctly in
conversation and in writing; responds to internal and external stakeholders accurately and in a
timely manner, and speaks clearly and persuasively in all situations
Collaboration exchanges information and ideas with internal and external constituents to
develop and implement best practices
Flexibility copes skillfully with unexpected events, handles several projects simultaneously,
adapts style of communication to suit the audience, and supports change


Compensation
Energy Foundation provides a comprehensive benefits package, including competitive salary,
medical, dental, vision, disability and retirement benefits and paid time off.

Please email a cover letter explaining your interest in the mission and a resume to
GrantsLead@ef.org. No phone calls, please.

A partnership of philanthropic investors promoting clean energy technology

301 Battery St., 5th Floor, San Francisco, CA 94111 P 415.561.6700 F 415.561.6709 E energyfund@ef.org www.ef.org