University of Hawaii Foundation
Planning and Development Manager
University of Hawaii Foundation, Honolulu, Hawaii, United States, 96814
About the University of Hawai'i Foundation:
The University of Hawai'i Foundation was established in 1955 to encourage private support for the University of Hawai'i. Today it is the central fundraising organization for the UH System and is contracted by the Board of Regents to be the sole provider of fundraising and alumni services. In addition to fundraising, the Foundation manages more than 7000 gift accounts for the benefit of the university and its students.
The UH Foundation is a private, institutionally related corporation designated as a 501(c)(3) organization by the Internal Revenue Service. It is a legally separate entity from the University of Hawai'i, the UH Alumni Association, and all other UH affiliates. However, the UH Foundation works closely with these organizations, as well as with others in the community, exclusively for the benefit of the university.
Our Vision
To inspire giving and partnership with the University of Hawai'i by fostering UH pride and passion among donors, alumni and the community.
Our Mission
To unite donors' passions with the University of Hawai'i's aspirations by raising philanthropic support and managing private investments to benefit UH, the people of Hawai'i and our future generations.
Our Values
Our values shape our relationships and guide our thinking and actions. By living our values, we build trust with our fellow employees, our donors, the university and the broader community.
Position Summary:
The Planning & Development Manager (PDM) is a new role responsible for managing real property functions, including fostering relationships and developing business opportunities with the University of Hawai'i (UH). This role involves overseeing complex assignments related to real estate development, planning, acquisitions, and negotiations. Key responsibilities include monitoring existing properties, managing land development projects, negotiating leases, and ensuring compliance with legal agreements and regulations.
The PDM will collaborate with various stakeholders - developers, contractors, government agencies-and prepare reports, studies, and presentations for leadership. The role also includes budgeting, property management, and maintaining real property records for the University of Hawai'i Foundation's (UHF) real estate inventory. This position will report to the Chief Operating Officer & CFO.
Duties & Responsibilities:
Real Estate Development (40%)
In partnership with UH Support feasibility assessments, planning, and negotiations for projects, including UH land developments and Public-Private Partnerships (P3).Oversee and coordinate procurement actions such as requests for quotations, invitations for bids, and requests for proposals.
Real Estate Asset and Financial Management and Administration (35%)
Manage real property transactions, including acquisitions, and leases, ensuring effective asset management.Screen prospective lessees, review applications, and draft terms, covenants, and agreements.Oversee the Foundation's Special Purpose Entity (SPE) administration of real property assets, ensuring effective utilization, proper maintenance, optimal returns, and compliance with bond covenants and contract terms.Oversee UHF's real property inventory, including ground leases and other use agreements.Develop and manage budgets for property activities and propose solutions to financial issues.Oversee SPE expenditures, monitor asset performance, and coordinate with the SPE property management team.
Data Analysis and Compliance (15%)
Report on negotiations and recommend actions to UHF leadership.Collaborate with the Accounting and Finance Department to ensure SPE books and records are accurate.Gather and analyze data on lease terms and comparable properties; draft, negotiate, and finalize terms, covenants, and agreements.Monitor compliance with property agreements, inspect premises, and address non-compliance issues as needed.Ensure SPE's comply with relevant regulations, standards, and organizational policies.
Leadership and Supervision (10%)
Lead meetings with developers, contractors, and consultants to coordinate projects.Support the COO & CFO by participating in hearings, meetings, and preparing studies or testimonies as needed.Supervise lower-level property managers and maintain relationships with Foundation and UH personnel, consultants, contractors, and regulatory agencies.
Job Qualifications:
Bachelor's degree in Business, Real Estate, Law, Finance, or related field.Five or more years of progressive experience in real estate management, property transactions, strategic planning, and financial administration.Strong knowledge of real estate development, asset management, and budgeting practices. Knowledge of real estate principles within public higher education institutions or government preferred.Knowledge of applicable federal and state laws, including real estate planning, entitlement, and environmental compliance requirements. Familiarity with Hawai'i's real estate and land use markets, zoning, and regulations preferred. Experience with public-private partnerships, and Hawai'i's procurement process preferred.Experience developing business plans, budgets, proformas, risk management briefs, and KPI indicators (or key success metrics).Experience with developing sustainable revenue sources through traditional and newly created business strategies. This includes, but is not limited to:
Property management feesRental incomeLand ownership
Proficiency in real estate management technology, including systems, spreadsheets, and databases.All candidates must pass a background check upon offer of employment.Essential Functions:
Ability to sit at a desk and use a computer for extended periods of time.Occasional standing, walking, bending, reaching, and lifting of light office items up to 25 lbs.Ability to operate general office equipment such as computer, printer, photocopier, scanner, phone system, etc.Hand-eye coordination and manual dexterity to use office equipment and handle paperwork.Visual acuity to read printed and electronic documents and computer screens.Ability to communicate verbally and in writing so others will understand.Hearing and speaking abilities for in-person, phone, and video conversations.Benefits:
UHF voluntarily pays 100% of the following -
10% 403(b) contributions after 7 months of employment - this is automatic and NOT dependent on the employee making any contributionsTerm life insuranceAD&D insuranceShort term disability insuranceLong term disability insuranceTuition reimbursement after 1 year of employmentEmployee assistance programGenerous PTO and paid holidaysUHF voluntarily provides the following in which the company and employees share the cost -
Health, Prescription, Dental, and Vision InsuranceCommuter benefits (parking, bus pass reimbursement)Free parking after 5 years of serviceOther benefits available for employees to purchase -
Medical Flexible Spending AccountDependent Care Flexible Spending AccountInsurance coverages for spouse and/or childrenCritical care insuranceLegal insurancePet insurance
The University of Hawai'i Foundation was established in 1955 to encourage private support for the University of Hawai'i. Today it is the central fundraising organization for the UH System and is contracted by the Board of Regents to be the sole provider of fundraising and alumni services. In addition to fundraising, the Foundation manages more than 7000 gift accounts for the benefit of the university and its students.
The UH Foundation is a private, institutionally related corporation designated as a 501(c)(3) organization by the Internal Revenue Service. It is a legally separate entity from the University of Hawai'i, the UH Alumni Association, and all other UH affiliates. However, the UH Foundation works closely with these organizations, as well as with others in the community, exclusively for the benefit of the university.
Our Vision
To inspire giving and partnership with the University of Hawai'i by fostering UH pride and passion among donors, alumni and the community.
Our Mission
To unite donors' passions with the University of Hawai'i's aspirations by raising philanthropic support and managing private investments to benefit UH, the people of Hawai'i and our future generations.
Our Values
Our values shape our relationships and guide our thinking and actions. By living our values, we build trust with our fellow employees, our donors, the university and the broader community.
Position Summary:
The Planning & Development Manager (PDM) is a new role responsible for managing real property functions, including fostering relationships and developing business opportunities with the University of Hawai'i (UH). This role involves overseeing complex assignments related to real estate development, planning, acquisitions, and negotiations. Key responsibilities include monitoring existing properties, managing land development projects, negotiating leases, and ensuring compliance with legal agreements and regulations.
The PDM will collaborate with various stakeholders - developers, contractors, government agencies-and prepare reports, studies, and presentations for leadership. The role also includes budgeting, property management, and maintaining real property records for the University of Hawai'i Foundation's (UHF) real estate inventory. This position will report to the Chief Operating Officer & CFO.
Duties & Responsibilities:
Real Estate Development (40%)
In partnership with UH Support feasibility assessments, planning, and negotiations for projects, including UH land developments and Public-Private Partnerships (P3).Oversee and coordinate procurement actions such as requests for quotations, invitations for bids, and requests for proposals.
Real Estate Asset and Financial Management and Administration (35%)
Manage real property transactions, including acquisitions, and leases, ensuring effective asset management.Screen prospective lessees, review applications, and draft terms, covenants, and agreements.Oversee the Foundation's Special Purpose Entity (SPE) administration of real property assets, ensuring effective utilization, proper maintenance, optimal returns, and compliance with bond covenants and contract terms.Oversee UHF's real property inventory, including ground leases and other use agreements.Develop and manage budgets for property activities and propose solutions to financial issues.Oversee SPE expenditures, monitor asset performance, and coordinate with the SPE property management team.
Data Analysis and Compliance (15%)
Report on negotiations and recommend actions to UHF leadership.Collaborate with the Accounting and Finance Department to ensure SPE books and records are accurate.Gather and analyze data on lease terms and comparable properties; draft, negotiate, and finalize terms, covenants, and agreements.Monitor compliance with property agreements, inspect premises, and address non-compliance issues as needed.Ensure SPE's comply with relevant regulations, standards, and organizational policies.
Leadership and Supervision (10%)
Lead meetings with developers, contractors, and consultants to coordinate projects.Support the COO & CFO by participating in hearings, meetings, and preparing studies or testimonies as needed.Supervise lower-level property managers and maintain relationships with Foundation and UH personnel, consultants, contractors, and regulatory agencies.
Job Qualifications:
Bachelor's degree in Business, Real Estate, Law, Finance, or related field.Five or more years of progressive experience in real estate management, property transactions, strategic planning, and financial administration.Strong knowledge of real estate development, asset management, and budgeting practices. Knowledge of real estate principles within public higher education institutions or government preferred.Knowledge of applicable federal and state laws, including real estate planning, entitlement, and environmental compliance requirements. Familiarity with Hawai'i's real estate and land use markets, zoning, and regulations preferred. Experience with public-private partnerships, and Hawai'i's procurement process preferred.Experience developing business plans, budgets, proformas, risk management briefs, and KPI indicators (or key success metrics).Experience with developing sustainable revenue sources through traditional and newly created business strategies. This includes, but is not limited to:
Property management feesRental incomeLand ownership
Proficiency in real estate management technology, including systems, spreadsheets, and databases.All candidates must pass a background check upon offer of employment.Essential Functions:
Ability to sit at a desk and use a computer for extended periods of time.Occasional standing, walking, bending, reaching, and lifting of light office items up to 25 lbs.Ability to operate general office equipment such as computer, printer, photocopier, scanner, phone system, etc.Hand-eye coordination and manual dexterity to use office equipment and handle paperwork.Visual acuity to read printed and electronic documents and computer screens.Ability to communicate verbally and in writing so others will understand.Hearing and speaking abilities for in-person, phone, and video conversations.Benefits:
UHF voluntarily pays 100% of the following -
10% 403(b) contributions after 7 months of employment - this is automatic and NOT dependent on the employee making any contributionsTerm life insuranceAD&D insuranceShort term disability insuranceLong term disability insuranceTuition reimbursement after 1 year of employmentEmployee assistance programGenerous PTO and paid holidaysUHF voluntarily provides the following in which the company and employees share the cost -
Health, Prescription, Dental, and Vision InsuranceCommuter benefits (parking, bus pass reimbursement)Free parking after 5 years of serviceOther benefits available for employees to purchase -
Medical Flexible Spending AccountDependent Care Flexible Spending AccountInsurance coverages for spouse and/or childrenCritical care insuranceLegal insurancePet insurance