POSITION DETAILS. ORGANOGRAM (Adjust as necessary. Include line manager, line manager s manager, all subordinates and colleagues. Include job grades)

Transcription

1 HR191 JOB DESCRIPTION NOTES Frms must be dwnladed frm the UCT website: This frm serves as a template fr the writing f jb descriptins. A cpy f this frm is kept by the line manager and the jb hlder. Psitin title Funder Liaisn Crdinatr POSITION DETAILS Jb title (HR Practitiner t prvide) Jb grade (if knwn) 10 Academic faculty / PASS department Academic department / PASS unit Divisin / sectin Dept Of Student Affairs Student Funding and Administratin Student Financial Aid Date f cmpilatin 12 June 2015 ORGANOGRAM (Adjust as necessary. Include line manager, line manager s manager, all subrdinates and clleagues. Include jb grades) The main purpse f this psitin is; PURPOSE T design and manage the administratin f surcing new funding frm crprates and ther spnsrs fr financially disadvantaged undergraduate students and thereafter t maintain relatinships develped. The psitin has a dtted line reprting respnsibility within Careers Services. 19 May 2015 Page 1 f 7 HR191

2 Key perfrmance areas (4 6) JOB CONTENT Develp annual fundraising plan fr appraches t dnrs fr student financial aid, with a special fcus n identifying funding (eg bursaries) already established but nt yet used by UCT, r ptential new surces f funding frm ther funders including SETAs and crprates Researching dnrs and identifying matches between dnrs and pprtunities fr supprt fr financial aid fr undergraduate students. Where funding pprtunities identified d nt supprt financial aid, refer pprtunities t ther units at UCT (eg research ffice, DAD, etc) Annual fundraising plan develped Dnrs researched and prspects identified Opprtunities irrelevant t financial aid referred t apprpriate UCT dept. Prspect meetings arranged and attended Funding prpsals develped Opprtunities advertised r integrated int Financial Aid There is a psitive relatinship between UCT and the dnrs and maximum dnatins are secured 1 Funding Prgramme and Stakehlder engagement 35 Attend prspect meetings with dnrs, ensuring that ther relevant UCT staff members attend, when necessary, t prvide best pssible infrmatin t dnr Fllw up n tasks assigned frm prspect meetings, including develping funder prpsals and budgets as per funder requirements; arranging fr existing pprtunities (eg bursaries) t be advertised at UCT r integrated int the existing Financial Aid framewrk (as relevant) Build and maintain psitive relatinship between UCT and dnrs 19 May 2015 Page 2 f 7 HR191

3 Key perfrmance areas (4 6) 1 Funding Prgramme and Stakehlder engagement (cntinued) Serve as primary liaisn between UCT and prject dnrs, including develping trust, delivering n cmmitments, representing UCT at meetings with dnrs, planning and verseeing site visits Develp a clse relatinship with Careers Services t prvide supprt fr the Advertising Spnsrships t Applicants Prgramme t ensure that bursary and ther funding pprtunities are advertised t pre- UCT and UCT students. Psitive relatinships exist with all prject dnrs, with dnrs trusting UCT t deliver UCT effectively and prfessinally represented There is a psitive wrking relatinship with the Careers Service and supprt is prvided t the relevant CS prgrammes 2 Operatinal Management 40 T frmulate and implement slicitatin and stewardship strategies fr all dnrs fr whm the pst hlder is the primary relatinship manager Develp an annual funder reprting plan with lines and ensure that plan is implemented Prvide funders with relevant student reprts, as per the requirements. Ensure that accurate and relevant infrmatin is maintained n the Student system with Funder Master data Slicitatin and stewardship strategies in place fr all dnrs An annual funder reprting plan is develped All reprting requirements met usly, including, where required, student reprts Student and Funder Master data system and maintained Funds ptimally allcated and utilised t supprt students Liaise with NSFAS and Bursaries Crdinatr regarding new funds t maximize financial aid allcatins and utilisatin 19 May 2015 Page 3 f 7 HR191

4 Key perfrmance areas (4 6) Wrk with the Careers Service Emplyer Relatins Team t identify pssible crprates which have available funding. Ensure that Careers Service CRM is utilized and updated t include relevant fundraising data Ensure that a database f stakehlders is develped and maintained fr the purpses f nging cntact and netwrking in supprt f the prgramme Recruitment and Selectin Database f stakehlders is develped and maintained fr netwrking and cntact purpses Careers Service Emplyer Relatins Team is cnsulted fr infrmatin abut crprates Careers Service CRM is updated Apprpriate selectin strategies are implemented, with Financial Aid 2 Operatinal Management (cntinued) In mst cases, selectin f eligible students will be dne via the frmal Financial Aid prcess. Wrk with Financial Aid team t ensure that identified funds are included in the allcatin, utilisatin and selectin f students prcess In sme cases, a specific prgramme, funded by a dnr, may require a separate recruitment and selectin prcess. In such cases: Ensure that, where relevant, a recruitment prcess is designed and implemented s that apprpriate candidates are infrmed f the pprtunity ffered by the relevant prgramme Ensure that ptential applicants are prvided with supprt s that their applicatins r nminatins fr the relevant prgramme are cmpleted crrectly 19 May 2015 Page 4 f 7 HR191

5 2 Key perfrmance areas (4 6) Operatinal Management (cntinued) Ensure that apprpriate infrmatin is gathered t enable evaluatin f candidates Ensure that apprpriate tl is designed t assess fit t prgramme eligibility criteria Develp and manage the selectin prcess f each chrt fr each prgramme Prcess/award funding t successful recipients. Draft endrsement and thank yu letters t dnrs fr signature by the Office f the Vice Chancellr. Assists with securing spnsrs t advertise funding t UCT applicants Assist with the marketing f bursaries t Applicants Apprpriate recruitment prcess designed and implemented Applicants are supprted thrugh the applicatin prcess Applicants are apprpriately evaluated against prgramme eligibility criteria Funding awarded crrectly t successful and eligible applicants Imprve applicants knwledge and access t pssible bursaries and schlarships Annual publicatin f the bursaries handbk with relevant and updated infrmatin Prepare the Undergraduate Bursaries and Lan handbk fr publicatin Cntact advertisers t update their entry Surce new spnsrs t advertise Update the bk with new infrmatin Liaise with SFA Manager f plicy updates 19 May 2015 Page 5 f 7 HR191

6 Prvide Mnthly Operatinal Reprt t Manager detailing KPAs, utcmes and next mnth s plan Mnitr and evaluate the annual plan and advise f changes required, Mnthly Operatinal Plan develped and presented t Manager The annual fundraising plan is mnitred and changes made, as required Prvide an annual reprt n effectiveness/impact f the prject An annual reprt is prepared and presented Keep a database n funding surced and the recipients A accurate database f funding received and awarded is maintained 3 Mnitring, Evaluatin and Reprting 15 Develp and implement a plan fr the accurate capture f quantitative and qualitative data which can be used t frmally evaluate the prgress f prgrammes n an nging basis, and be used t prvide evidence f the achievement f bjectives t external evaluatrs, dnrs and the UCT cmmunity. Accurate, reliable and useful quantitative and qualitative data is gathered and kept All reprting requirements met usly Ensure that all reprting requirements t dnrs (prgress, annual and final reprts) are cmpleted crrectly and n Key perfrmance areas (4 6) 4 Financial Management 10 Open individual SAPR/3 funds per funder Receipt funds received crrectly, Mnitr financial transactins n fund and reprt n any exceptins Ensure that all expenses fr the prgramme are apprpriately apprved, recrded and prcessed, within university plicy SAP funds pened crrectly fr each funder Funds received are receipted crrectly Transactins n each fund are mnitred and exceptins reprted All expenses are apprved, recrded and prcessed Apprpriate payment are made Ensure apprpriate payments are made t beneficiaries 19 May 2015 Page 6 f 7 HR191

7 Minimum qualificatins MINIMUM REQUIREMENTS Degree r equivalent qualificatin OR a minimum f 5 years f experience in a similar rle Minimum experience/requirements (type and years) 3 years relevant experience High level f cmputer literacy Database management experience Cnfidence t represent UCT t dnrs and partner universities Excellent writing / prpsal develpment skills Strng interpersnal skills (written and verbal) Strng attentin t detail Sund rganizatinal and planning skills The ability t wrk independently. Willingness and ability t travel as and when required Advantageus: Knwledge f a Student Administrative System (eg Peplesft) and CRM system Fundraising and prject prpsal experience COMPETENCIES Cmpetence Level Cmpetence Level Analytical thinking / Prblem slving 2 Planning and rganizing / wrk management 2 Building partnerships 3 Persuasiveness/ Sales Ability 2 Client/student service and supprt 2 University awareness 2 Fllw Up 2 Written Cmmunicatin 2 Impact / Influence 2 AGREED BY PRINT NAME SIGNATURE CONTACT NO. DATE Jb Hlder Line Manager HOD. 19 May 2015 Page 7 f 7 HR191