Unit Salie Nassiep, Research Finance Manager Faculty Research - PowerPoint PPT Presentation

Faculty of Health Sciences Research Grants &Finance Unit Salie Nassiep, Research Finance Manager

Faculty Research Finance Office About Us • The Research, Grants and Finance Unit (RG&F) provides financial administration, monitoring and reporting to researchers, the University's administration and to external sponsors. • RG&F review and approve all budget proposals, ensuring the cost to the Faculty and University is recovered. (Full Cost Recovery) • RG&F provides an audit function to ensure adherence to the University policies and to financial policies imposed by government departments, funding agencies and industry partners. • RG&F maintains a liaison with sponsors on procedural and financial matters and communicates requirements to researchers and the departmental administration staff. • RG&F approve requests to open and close research funds and monitor the management of these funds for the faculty.

Faculty Research Finance Office

Faculty Research Grants & Finance - Structure and Roles

UCT & FHS Research Finance Structures Deputy Dean Research Faculty Research Finance Faculty Campus Finance Hub OMB & RCH Hub Office Departments Departments - Allied Health Sciences - Anaesthesia and Perioperative - Infectious Disease Molecular Medicine - Public Health and Family Medicine - Psychiatry & Mental Health Research Management - Human Biology - Paediatrics & Child Health - Faculty Research Finance - Integrated Biomedical Sciences - Radiation Medicine - Pathology - Medicine - Surgery - Health Sciences Faculty Mgt and Admin (Core Facilities) - Obstetrics & Gynaecology

Faculty Research Grants & Finance Office: Staff Structure • Staff Structure: – FHS Finance Manager (Eliza Hui) – Research Finance Manager (Salie Nassiep) – Research Management Accountant (Beverley Vicars) – Research Management Accountant (Darren Meyer) – Research Management Accountant (Rukshana Champion)

Research Grants & Finance Structure FHS Research Finance Organogram 04 July 2017 FHS FINANCE MANAGER ELIZA HUI TOTAL 54 PC 13 VACANT 9 RESEARCH FINANCE MANAGER SALIE NASSIEP PC 12 RESEARCH RESEARCH RESEARCH MANAGEMENT MANAGEMENT MANAGEMENT ACCOUNTANT ACCOUNTANT ACCOUNTANT RUKSHANA CHAMPION BEVERLEY VICARS DARREN MEYER PC 11 PC 11 PC 11 ASSISTANT ASSISTANT ASSISTANT ASSISTANT ASSISTANT ASSISTANT RESEARCH RESEARCH RESEARCH RESEARCH RESEARCH ASSISTANT RESEARCH MANAGEMENT MANAGEMENT MANAGEMENT MANAGEMENT MANAGEMENT RESEARCH MANAGEMENT ACCOUNTANT ACCOUNTANT ACCOUNTANT ACCOUNTANT ACCOUNTANT MANAGEMENT ACCOUNTANT KAREN KUHRAU LIEZEL MAMPIES MICHAEL FANNER SITARA GAFFOOR NAADIR DANIELS ACCOUNTANT ROOZIA FAKIER PC 10 PC 10 PC 10 PC 10 PC 10 VACANT PC 10 PC 10 SENIOR FINANCE SENIOR FINANCE SENIOR FINANCE SENIOR FINANCE SENIOR FINANCE SENIOR FINANCE SENIOR FINANCE SENIOR FINANCE SENIOR FINANCE OFFICER SENIOR FINANCE SENIOR FINANCE SENIOR FINANCE OFFICER SENIOR FINANCE OFFICER SENIOR FINANCE FACULTY RESEARCH PROJECTS OFFICER OFFICER OFFICER OFFICER OFFICER OFFICER GAMMAAAD OFFICER OFFICER OFFICER SHAUN SPIRES OFFICER NAZMIE CARIEM OFFICER VACANT MARIUS KROUKAMP MASUDA GALSOOKER WIDAAD SALIE JOY JOACHIMS STANFORD FLANAGAN NACKERDIEN WILLIAM KAYSER NATALIE JOHNSON ZURAAN NAGIA PC 9 AADIELA HARDIEN PC 9 AVRIL CAMPBELL PC 9 PC 9 PC 9 PC 9 PC 9 PC 9 PC 9 PC 9 PC 9 PC 9 PC 9 PC 9 FINANCE OFFICER FINANCE OFFICER FINANCE OFFICER FINANCE OFFICER FINANCE OFFICER FINANCE OFFICER FINANCE OFFICER FINANCE OFFICER FINANCE OFFICER FINANCE OFFICER FINANCE OFFICER MADODA ROSINA MBOBO VACANT ISABBEL COOPER DAVINA JOSIAS AUDREY ERASMUS VACANT FAITH QEJA MOEGSIEN MANIE ZINZI SAKATI JONATHAN WARD SIGONYELA PC 8 PC 8 PC 8 PC 8 PC 8 PC 8 PC 8 PC 8 PC 8 PC 8 PC 8 FINANCE OFFICER FINANCE OFFICER FINANCE OFFICER FINANCE OFFICER NCUMISA HONONO VACANT VACANT VACANT PC 8 FINANCE OFFICER PC 8 PC 8 PC 8 INTERN FINANCE INTERN FINANCE FRANS LANE ADMIN ADMIN JEAN V/D PC 8 CINDY MUSSETT MERWE FINANCE OFFICER FINANCE OFFICER PC 6 PC 6 AMINA CHARLES JUDY BOYES FINANCE FINANCE FINANCE FINANCE PC 8 PC 8 FINANCE ADMINISTRATOR ADMINISTRATOR FINANCE ADMINISTRATOR ADMINISTRATOR VACANT ADMINISTRATOR SECRETARY ELROY FELIX PORTIA ALLEN ADMINISTRATOR PETER ARENDSE KAREN SEGERS PC 7 VACANT PC 7 PC 7 ACHMAT SYDOW PC 7 PC 7 PC 5 PC 7 FACULTY RESEARCH TEAM X 7 FACULTY CAMPUS RESEARCH TEAM X 29 OLD MAIN BUILDING TEAM X 9 RED CROSS TEAM X 6

Faculty Research Finance Office: Roles Roles: − To provide a strategic, responsive, cost efficient and effective, financial and risk management framework within which the faculty’s research enterprise can function optimally. − To provide the Deputy Dean: Research, Faculty Finance Manager and Central Finance Managers in managing strategically and accountably the research finance in the Faculty of Health Sciences and UCT projects. − To assist the faculty finance manager in providing a comprehensive and cohesive faculty finance service (team) to the Dean, Deputy Deans, Heads of Departments (HoD) and staff. − To provide appropriate financial management and support services for research operations − To actively participate in and contribute towards development of research financial policies and procedures and systems with the Finance Department and other Central Research related units.

Faculty Research Finance Income and Expenditure: Healt ealth h Sciences ciences Facult Faculty O Office ice Research Grants & Finance RESEARCH INCOME AND EXPENDITURE FOR YEAR ENDED 31 DECEMBER 2016 2016 2015 2014 2013 2012 % % % % % % Movement 2012 to 2016 R R R R R Revenue MRC 8.14 15,271,632 1.7 17,406,927 2.4 20,202,765 3.2 19,127,756 3.9 14,122,297 3.4 CANSA -66.69 566,963 0.1 1,262,865 0.2 1,136,719 0.2 1,180,868 0.2 1,701,868 0.4 NRF 152.28 78,266,106 8.7 75,065,139 10.2 44,585,130 7.1 33,774,374 6.8 31,023,591 7.4 THRIP 539.02 4,784,472 0.5 1,395,553 0.2 5,648,681 0.9 3,237,166 0.7 748,726 0.2 WELLCOME 298.87 51,488,586 5.8 26,147,827 3.5 29,199,127 4.6 13,670,874 2.8 12,908,533 3.1 URC -38.38 8,376,073 0.9 10,954,887 1.5 10,345,977 1.6 15,107,616 3.1 13,593,643 3.2 UEC 67.39 5,714,880 0.6 2,378,571 0.3 7,483,759 1.2 2,936,226 0.6 3,414,119 0.8 FRC 11.44 9,735,956 1.1 8,245,672 1.1 11,235,504 1.8 5,958,374 1.2 8,736,333 2.1 DONATIONS 114.58 53,185,787 5.9 39,550,707 5.3 29,738,659 4.7 26,742,084 5.4 24,785,427 5.9 OTHER -57.47 32,536 0.0 157,500 0.0 79,960 0.0 1,343,300 0.3 76,500 0.0 CONTRACTS 115.03 664,836,566 74.3 555,726,242 75.2 469,375,215 74.5 369,941,778 75.0 309,189,315 73.4 SALES 188.27 2,261,835 0.3 1,190,972 0.2 626,288 0.1 327,694 0.1 784,623 0.2 112.43 894,521,390 100 739,482,861 100 629,657,785 100 493,348,110 100 421,084,975 100 Expenditure STAFFING COSTS (Incl. Bursaries & scholarships) 397,333,324 47.9 341,206,282 49.9 266,699,775 45.6 239,680,985 46.5 207,163,351 51.8 GENERAL EXPENSES 270,565,526 32.7 227,311,793 33.3 192,421,501 32.9 154,777,047 30.0 135,000,064 33.7 Audit, Management fees 16,231,700 2.0 17,115,343 2.5 15,623,209 2.7 8,270,595 1.6 7,840,717 2.0 Bank Charges 45,551 0.0 55,098 0.0 27,042 0.0 94,067 0.0 80,688 0.0 Computer cons & software 9,863,000 1.2 8,209,320 1.2 5,228,736 0.9 6,399,155 1.2 3,577,127 0.9 Conference / registration 8,125,091 1.0 5,237,010 0.8 4,463,718 0.8 4,627,546 0.9 6,485,275 1.6 Entertainment & functions 3,240,775 0.4 2,827,986 0.4 2,704,924 0.5 2,324,666 0.5 3,152,340 0.8 General Operating 131,704,850 15.9 109,383,367 16.0 88,038,691 15.1 72,195,148 14.0 59,593,152 14.9 Insurance (171,401) -0.0 (1,453,791) -0.2 (1,345,097) -0.2 (1,565,114) -0.3 113,929 0.0 Periodicals & books 1,850,772 0.2 994,283 0.1 771,930 0.1 723,159 0.1 457,058 0.1 Post, telephone & fax 4,722,349 0.6 4,134,304 0.6 4,110,245 0.7 4,570,173 0.9 4,281,912 1.1 Print & copy 2,740,899 0.3 2,557,005 0.4 2,735,005 0.5 2,182,372 0.4 1,984,517 0.5 Staff training 1,760,556 0.2 1,656,638 0.2 1,294,453 0.2 1,140,196 0.2 825,256 0.2 Research Levy 18,253,669 2.2 17,376,777 2.5 17,016,864 2.9 14,503,394 2.8 14,878,994 3.7 Forex differences 73,968 0.0 (8,186) -0.0 5,175 0.0 (30,037) -0.0 0 0.0 Space & facilities 14,709,634 1.8 12,728,393 1.9 12,822,655 2.2 7,835,239 1.5 7,452,342 1.9 Travel 57,414,114 6.9 46,498,247 6.8 38,923,951 6.7 31,506,489 6.1 24,276,756 6.1 OTHER COSTS 91,085,728 11.0 59,343,836 8.7 75,825,014 13.0 81,703,773 15.8 38,603,726 9.6 ASSET ACQUISITION 69,817,255 8.4 55,242,684 8.1 49,426,110 8.4 39,264,433 7.6 19,277,135 4.8 FLOATS (121,451) -0.0 320,820 0.0 573,182 0.1 307,457 0.1 23,623 0.0 828,680,382 100 683,425,414 100 584,945,583 100 515,733,696 100 400,067,900 100 FUND CREDIT 130,614,474 141,977,816 160,593,170 101,877,836 FUND DEBIT 65,841,008 120,043,092 136,691,770 133,327,374 70,059,556 CASHFLOW DEFICIT/ SURPLUS 175,934,404 159,656,282 159,656,282 (22,385,585) 21,017,075 No Recovery 227,422,990 182,565,647 159,656,282 123,078,638 111,111,037 Collaborator payments included in Revenue -91,085,728 -59,314,943 -75,920,584 -81,775,241 -40,107,339 Net Revenue 803,435,662 680,167,918 553,737,201 411,572,870 380,977,636